Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Jonathan Morin Jonathan Morin's Fidelity Investments Experience February 2010 - May 2011
Job Director of Product Management at OpenTable
Industry Information Technology and Services
Experience
OpenTable October 2012 - October 2014
OpenTable September 2011 - October 2012
Fidelity Investments February 2010 - May 2011
Fidelity Investments July 2006 - February 2010
Fidelity Investments July 2005 - July 2006
Fidelity Investments February 2004 - July 2005
Fidelity Investments October 2003 - February 2004
Skills
Data Analysis, Business Analysis, Product Management, Data Visualization, Agile Methodolgy, iOS, Web Applications, Lean Thinking, Presentation Design, Mobile Applications, Creative Problem Solving, Business Intelligence, Vendor Management, User Interface Design, Agile Methodologies, Wire Framing, CRM, Analytics, User Experience, Cross-functional Team..., CSS, SaaS, Salesforce.com, Strategic Partnerships
Education
Saint Anselm College 1999 — 2003
Bachelor of Arts, Business Administration
OpenTable October 2012 - October 2014
OpenTable September 2011 - October 2012
Fidelity Investments February 2010 - May 2011
Fidelity Investments July 2006 - February 2010
Fidelity Investments July 2005 - July 2006
Fidelity Investments February 2004 - July 2005
Fidelity Investments October 2003 - February 2004
Skills
Data Analysis, Business Analysis, Product Management, Data Visualization, Agile Methodolgy, iOS, Web Applications, Lean Thinking, Presentation Design, Mobile Applications, Creative Problem Solving, Business Intelligence, Vendor Management, User Interface Design, Agile Methodologies, Wire Framing, CRM, Analytics, User Experience, Cross-functional Team..., CSS, SaaS, Salesforce.com, Strategic Partnerships
Education
Saint Anselm College 1999 — 2003
Bachelor of Arts, Business Administration
Andrew Fritts Andrew Fritts's Fidelity Investments Experience 2004 - May 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Pensionmark Retirement Group June 2013 - June 2014
Fidelity Investments 2004 - May 2013
Spear, Leeds & Kellogg Capital Markets April 1998 - August 2002
Skills
Personal Financial..., Retirement, Wealth Management, Retirement Planning, Investment Advisory, Leadership, Strategic Planning, Communication, Positive Can-do Attitude, Human Resources, Life Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History-Political Science Dual Major
TIAA-CREF June 2014 - Present
Pensionmark Retirement Group June 2013 - June 2014
Fidelity Investments 2004 - May 2013
Spear, Leeds & Kellogg Capital Markets April 1998 - August 2002
Skills
Personal Financial..., Retirement, Wealth Management, Retirement Planning, Investment Advisory, Leadership, Strategic Planning, Communication, Positive Can-do Attitude, Human Resources, Life Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History-Political Science Dual Major
Scott Nickerson Scott Nickerson's Fidelity Investments Experience October 2004 - March 2010
Job Sr. Manager, Business Support & Analytics at Comcast
Industry Telecommunications
Experience
Comcast May 2015 - Present
Pegasystems June 2014 - April 2015
Pegasystems April 2010 - June 2014
Fidelity Investments October 2004 - March 2010
Fidelity Investments January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Fidelity Investments June 1999 - September 2000
Putnam Investments August 1998 - June 1999
Fidelity Investments July 1996 - May 1998
Skills
Analytics, Metrics, Analysis, Strategic Planning, Process Improvement, Cross-functional Team..., Business Analysis, Management, Access, Project Management, Training, Operations Management, Sales Operations, Budgets, Leadership, Databases, Business Intelligence, Team Building, Business Strategy, Data Analysis, Forecasting, Strategy, Business Process..., CRM
Education
Southern New Hampshire University 2010 — 2017
Master's Degree, MBA in Business Intelligence
Saint Anselm College 1991 — 1994
BA, History
Comcast May 2015 - Present
Pegasystems June 2014 - April 2015
Pegasystems April 2010 - June 2014
Fidelity Investments October 2004 - March 2010
Fidelity Investments January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Fidelity Investments June 1999 - September 2000
Putnam Investments August 1998 - June 1999
Fidelity Investments July 1996 - May 1998
Skills
Analytics, Metrics, Analysis, Strategic Planning, Process Improvement, Cross-functional Team..., Business Analysis, Management, Access, Project Management, Training, Operations Management, Sales Operations, Budgets, Leadership, Databases, Business Intelligence, Team Building, Business Strategy, Data Analysis, Forecasting, Strategy, Business Process..., CRM
Education
Southern New Hampshire University 2010 — 2017
Master's Degree, MBA in Business Intelligence
Saint Anselm College 1991 — 1994
BA, History
Eric Landry, PMP IFIC Eric Landry, PMP IFIC's Fidelity Investments Experience 1998 - 2004
Job Independent Project Manager and Business Analyst
Industry Internet
Experience
George Brown College August 2010 - Present
PortalPoint Consulting January 2009 - Present
CPP Investment Board April 2011 - August 2014
Navantis March 2009 - April 2011
Concept Interactive October 2005 - December 2008
Sun Life Financial April 2004 - April 2005
Fidelity Investments Canada Ltd. 2001 - 2004
Fidelity Investments 1998 - 2004
Fidelity Investments 1997 - 2004
United Way of Greater Toronto 2001 - 2001
Skills
Strategic Planning, Business Planning, Intranet Strategy, Usability, Governance, Web Project Management, Personas, College Teaching, Adult Education, RFP preparation, Project Portfolio..., Business Analysis, Software Consulting, Information Architecture, Taxonomy Development, Enterprise Portals, KPIs, Functional..., Training & Development, Data Migration, Extranet, PMP, Vendor Management, Project Management, Software Project..., Software Projects, Full Software Lifecycle, SharePoint, Requirements Gathering, Enterprise Content..., Intranet, Strategy, SDLC, Portals, Change Management, Business Requirements, Taxonomy, Persona, Employee Training, Consulting, Management Consulting, Integration, Product Management, Project Planning, Leadership, Requirements Analysis, Solution Architecture, Information Management, Management, Agile Project Management
Education
RSA Aveksa 2014 — 2014
RSA Identity and Access Management Access Certification Manager Foundations, IAM, configuration, deployment, certfication, SoD
Project Management Institute 2009 — 2009
PMP, Project Management Professional Certification
Investment Funds Institute of Canada 2002 — 2002
IFIC Sales, Mutual Fund Industry
University of Toronto 2000 — 2002
Certificate, Internet Business and Technology Management
Ryerson University 1986 — 1989
BAA, Journalism
George Brown College August 2010 - Present
PortalPoint Consulting January 2009 - Present
CPP Investment Board April 2011 - August 2014
Navantis March 2009 - April 2011
Concept Interactive October 2005 - December 2008
Sun Life Financial April 2004 - April 2005
Fidelity Investments Canada Ltd. 2001 - 2004
Fidelity Investments 1998 - 2004
Fidelity Investments 1997 - 2004
United Way of Greater Toronto 2001 - 2001
Skills
Strategic Planning, Business Planning, Intranet Strategy, Usability, Governance, Web Project Management, Personas, College Teaching, Adult Education, RFP preparation, Project Portfolio..., Business Analysis, Software Consulting, Information Architecture, Taxonomy Development, Enterprise Portals, KPIs, Functional..., Training & Development, Data Migration, Extranet, PMP, Vendor Management, Project Management, Software Project..., Software Projects, Full Software Lifecycle, SharePoint, Requirements Gathering, Enterprise Content..., Intranet, Strategy, SDLC, Portals, Change Management, Business Requirements, Taxonomy, Persona, Employee Training, Consulting, Management Consulting, Integration, Product Management, Project Planning, Leadership, Requirements Analysis, Solution Architecture, Information Management, Management, Agile Project Management
Education
RSA Aveksa 2014 — 2014
RSA Identity and Access Management Access Certification Manager Foundations, IAM, configuration, deployment, certfication, SoD
Project Management Institute 2009 — 2009
PMP, Project Management Professional Certification
Investment Funds Institute of Canada 2002 — 2002
IFIC Sales, Mutual Fund Industry
University of Toronto 2000 — 2002
Certificate, Internet Business and Technology Management
Ryerson University 1986 — 1989
BAA, Journalism
Ryan Pinkham Ryan Pinkham's Fidelity Investments Experience January 2011 - June 2012
Job Experienced Leader in Employee Benefits
Industry Financial Services
Experience
Fidelity Investments January 2011 - June 2012
Fidelity Investments July 2008 - December 2010
Fidelity Investments June 2004 - July 2008
Fidelity Investments September 1999 - June 2004
Fidelity Investments August 1998 - September 1999
Skills
Employee Benefits, Benefits Administration, Retirement Savings, Retirement Benefits, Call Center, Customer Service, Human Resources, Employee Engagement, Financial Services, Operations Management, Six Sigma, Lean Management, Leadership, Leadership Development, Team Building, Team Leadership, FINRA, HIPAA, COBRA, CEBS, Payroll, Workforce Management, 401k, 403 b, Pension Administration, Manage Client..., Hiring Practices, Recruiting, International Management, Analytics, Microsoft Office, Corporate Actions, Quality Assurance, Driving Results, Change Management, Operational Efficiency, Variation Analysis, Process Improvement, Compliance, Coaching, Communication Skills, People Development, Volunteering, CRM, Call Centers, Insurance, Vendor Management, Series 63
Education
Saint Anselm College
B.A, Environmental Science; Engineering
Fidelity Investments January 2011 - June 2012
Fidelity Investments July 2008 - December 2010
Fidelity Investments June 2004 - July 2008
Fidelity Investments September 1999 - June 2004
Fidelity Investments August 1998 - September 1999
Skills
Employee Benefits, Benefits Administration, Retirement Savings, Retirement Benefits, Call Center, Customer Service, Human Resources, Employee Engagement, Financial Services, Operations Management, Six Sigma, Lean Management, Leadership, Leadership Development, Team Building, Team Leadership, FINRA, HIPAA, COBRA, CEBS, Payroll, Workforce Management, 401k, 403 b, Pension Administration, Manage Client..., Hiring Practices, Recruiting, International Management, Analytics, Microsoft Office, Corporate Actions, Quality Assurance, Driving Results, Change Management, Operational Efficiency, Variation Analysis, Process Improvement, Compliance, Coaching, Communication Skills, People Development, Volunteering, CRM, Call Centers, Insurance, Vendor Management, Series 63
Education
Saint Anselm College
B.A, Environmental Science; Engineering
Susma Basel Susma Basel's Fidelity Investments Experience June 2015 - Present
Job Student at Rutgers, The State University of New Jersey
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Rutgers, The State University of New Jersey January 2012 - May 2015
Rutgers September 2011 - May 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Social Media, Algorithm Development, Matlab, Algorithm Design
Education
Rutgers University-New Brunswick 2011 — 2015
Electrical and Computer Engineering, Computer Engineering
Fidelity Investments June 2015 - Present
Rutgers, The State University of New Jersey January 2012 - May 2015
Rutgers September 2011 - May 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Social Media, Algorithm Development, Matlab, Algorithm Design
Education
Rutgers University-New Brunswick 2011 — 2015
Electrical and Computer Engineering, Computer Engineering
Darryl Cheung Darryl Cheung's Fidelity Investments Experience June 2012 - July 2013
Job First Asset | ETFs | Sales Process | Relationship Builder | Investments | Mutual Funds | Coaching
Industry Investment Management
Experience
First Asset January 2014 - Present
Fidelity Investments June 2012 - July 2013
Fidelity Investments August 2007 - June 2012
TD October 2004 - August 2007
TD August 2000 - October 2004
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Retirement, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Fixed Income, Wealth, Financial Services
Education
Ryerson University
Bachelor of Commerce (BCom), Finance, Business Management, Enterprise Development
First Asset January 2014 - Present
Fidelity Investments June 2012 - July 2013
Fidelity Investments August 2007 - June 2012
TD October 2004 - August 2007
TD August 2000 - October 2004
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Retirement, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Fixed Income, Wealth, Financial Services
Education
Ryerson University
Bachelor of Commerce (BCom), Finance, Business Management, Enterprise Development
Denis Rudenko's Fidelity Investments Experience June 2014 - Present
Job Private Investment and Institutional Operations Specialist Bilingual at Fidelity Investments Canada
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - June 2014
Fidelity Investments October 2011 - June 2013
Martini Club International July 2006 - January 2013
Skills
Time Management, Microsoft Excel, Data Analysis, Microsoft Word, Project Management, Mutual Funds, Relationship Management, French, Finance, Strategy, Trade Shows, Customer Service, Microsoft Office, Event Planning, CRM, Business Development, Social Media Marketing
Education
Ryerson University 2007 — 2011
BACHELOR OF ARTS, International Economics & Finance
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - June 2014
Fidelity Investments October 2011 - June 2013
Martini Club International July 2006 - January 2013
Skills
Time Management, Microsoft Excel, Data Analysis, Microsoft Word, Project Management, Mutual Funds, Relationship Management, French, Finance, Strategy, Trade Shows, Customer Service, Microsoft Office, Event Planning, CRM, Business Development, Social Media Marketing
Education
Ryerson University 2007 — 2011
BACHELOR OF ARTS, International Economics & Finance
Babak Faraji Babak Faraji's Fidelity Investments Experience December 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
UBS January 2009 - December 2014
Merrill Lynch June 2004 - January 2009
J.P. Morgan June 2000 - September 2000
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.)
Fidelity Investments December 2014 - Present
UBS January 2009 - December 2014
Merrill Lynch June 2004 - January 2009
J.P. Morgan June 2000 - September 2000
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.)
Joe Grasso Joe Grasso's Fidelity Investments Experience January 2001 - December 2004
Job CoFounder @ Red NGEN Communications Inc.
Industry Marketing and Advertising
Experience
RED NGEN Communications March 2013 - Present
Cyclone Creative Inc. June 2005 - December 2012
Pacificom Multimedia LLC. June 2005 - July 2007
The Herjavec Group December 2004 - June 2005
Canadian Imperial Bank of Commerce January 2004 - December 2004
Fidelity Investments January 2001 - December 2004
St. Elizabeth Healthcare January 2000 - December 2001
ADP August 1990 - August 1999
Skills
Customer Satisfaction, Account Management, Strategic Planning, Sales, Marketing Strategy, Negotiation, Business Development, Sales Management, Marketing, Team Leadership, Project Management, Team Building, Business Analysis, New Business Development, Operations Management, Leadership, CRM, Online Advertising, Budgets, Process Improvement, Strategy, Management, Cross-functional Team..., Business Process..., Project Planning, Sales Operations, Integrated Marketing, Analysis, Outsourcing, Advertising, Start-ups, Mobile Devices, Social Media, Strategic Partnerships, Lead Generation, Online Marketing
Education
Ryerson University 1995 — 1999
Purchasing & Supply Chain Management
Seneca College of Applied Arts and Technology 1987 — 1992
Marketing Administration
RED NGEN Communications March 2013 - Present
Cyclone Creative Inc. June 2005 - December 2012
Pacificom Multimedia LLC. June 2005 - July 2007
The Herjavec Group December 2004 - June 2005
Canadian Imperial Bank of Commerce January 2004 - December 2004
Fidelity Investments January 2001 - December 2004
St. Elizabeth Healthcare January 2000 - December 2001
ADP August 1990 - August 1999
Skills
Customer Satisfaction, Account Management, Strategic Planning, Sales, Marketing Strategy, Negotiation, Business Development, Sales Management, Marketing, Team Leadership, Project Management, Team Building, Business Analysis, New Business Development, Operations Management, Leadership, CRM, Online Advertising, Budgets, Process Improvement, Strategy, Management, Cross-functional Team..., Business Process..., Project Planning, Sales Operations, Integrated Marketing, Analysis, Outsourcing, Advertising, Start-ups, Mobile Devices, Social Media, Strategic Partnerships, Lead Generation, Online Marketing
Education
Ryerson University 1995 — 1999
Purchasing & Supply Chain Management
Seneca College of Applied Arts and Technology 1987 — 1992
Marketing Administration
Justin Leone Justin Leone's Fidelity Investments Experience June 2015 - Present
Job CSR at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
ADP January 2015 - May 2015
Mutual of Omaha June 2014 - November 2014
Newgen Management May 2013 - September 2013
Income Inc. Wealth Management March 2013 - May 2013
RELATEDCollegiate Entrepreneurs May 2012 - August 2012
Vector Marketing May 2011 - August 2011
Nashoba Valley Ski Area November 2008 - March 2011
Skills
Communication Skills, Sales, Sales Management, Direct Sales, Sales Presentations, Microsoft Excel, Microsoft Office, Business Analysis, Entrepreneurship, Work Ethic, Cold Calling, Data Analysis, SAP, Management, Project Management, Team Management, Leadership, Customer Service
Education
Sacred Heart University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Financial Planning and Services, Avg GPA 3.7
University of Massachusetts Dartmouth 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Average GPA 3.3
Fidelity Investments June 2015 - Present
ADP January 2015 - May 2015
Mutual of Omaha June 2014 - November 2014
Newgen Management May 2013 - September 2013
Income Inc. Wealth Management March 2013 - May 2013
RELATEDCollegiate Entrepreneurs May 2012 - August 2012
Vector Marketing May 2011 - August 2011
Nashoba Valley Ski Area November 2008 - March 2011
Skills
Communication Skills, Sales, Sales Management, Direct Sales, Sales Presentations, Microsoft Excel, Microsoft Office, Business Analysis, Entrepreneurship, Work Ethic, Cold Calling, Data Analysis, SAP, Management, Project Management, Team Management, Leadership, Customer Service
Education
Sacred Heart University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Financial Planning and Services, Avg GPA 3.7
University of Massachusetts Dartmouth 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Average GPA 3.3
Katherine Seeley's Fidelity Investments Experience September 2011 - March 2012
Job Account Executive Partnering with Companies to Solve Business Challenges through Technology
Industry Telecommunications
Experience
Black Box Network Services May 2013 - Present
Black Box Network Services March 2012 - June 2013
Fidelity Investments September 2011 - March 2012
Fairmont Hotels and Resorts January 2011 - May 2011
Skills
Leadership, Analytical Skills, Business Development, Account Management, Direct Sales, Salesforce.com, Solution Selling, VoIP, Telecommunications, Strategic Partnerships, Wireless, Unified Communications, Consulting, Managed Services, Social Media
Education
Ryerson University 2007 — 2011
Bachelor of Commerce (BCom), Hospitality Administration/Management
Black Box Network Services May 2013 - Present
Black Box Network Services March 2012 - June 2013
Fidelity Investments September 2011 - March 2012
Fairmont Hotels and Resorts January 2011 - May 2011
Skills
Leadership, Analytical Skills, Business Development, Account Management, Direct Sales, Salesforce.com, Solution Selling, VoIP, Telecommunications, Strategic Partnerships, Wireless, Unified Communications, Consulting, Managed Services, Social Media
Education
Ryerson University 2007 — 2011
Bachelor of Commerce (BCom), Hospitality Administration/Management
Bill Hare Bill Hare's Fidelity Investments Experience June 1998 - December 2006
Job Salesforce Administrator / Consultant at AssureClick
Industry Computer Software
Experience
AssureClick August 2015 - Present
Courion Corporation December 2014 - February 2015
Doble Engineering Company July 2014 - November 2014
Fleetmatics November 2013 - April 2014
Mimio September 2011 - November 2013
Northeastern University - College of Professional Studies May 2011 - July 2011
Bain Capital November 2010 - June 2011
Pyramis Global Advisors January 2007 - July 2010
Fidelity Investments June 1998 - December 2006
Stream International 1995 - 1998
Skills
Salesforce.com, Crystal Reports, Databases, SaaS, Customer Relations, Data Analysis, Requirements Analysis, Data Quality, Cloud Computing, CRM, Analytics, Data Migration, Disaster Recovery, Technical Support, Business Analysis, Customer Service, SharePoint, Leadership, Management, Process Improvement, Access, Training, Software Project..., SDLC, Business Intelligence, Integration, Consulting
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Saint Anselm College 1984 — 1988
BA, Political Science
St. Joseph High School 1980 — 1984
High School Diploma, college prep
AssureClick August 2015 - Present
Courion Corporation December 2014 - February 2015
Doble Engineering Company July 2014 - November 2014
Fleetmatics November 2013 - April 2014
Mimio September 2011 - November 2013
Northeastern University - College of Professional Studies May 2011 - July 2011
Bain Capital November 2010 - June 2011
Pyramis Global Advisors January 2007 - July 2010
Fidelity Investments June 1998 - December 2006
Stream International 1995 - 1998
Skills
Salesforce.com, Crystal Reports, Databases, SaaS, Customer Relations, Data Analysis, Requirements Analysis, Data Quality, Cloud Computing, CRM, Analytics, Data Migration, Disaster Recovery, Technical Support, Business Analysis, Customer Service, SharePoint, Leadership, Management, Process Improvement, Access, Training, Software Project..., SDLC, Business Intelligence, Integration, Consulting
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Saint Anselm College 1984 — 1988
BA, Political Science
St. Joseph High School 1980 — 1984
High School Diploma, college prep
Dave Dry Dave Dry's Fidelity Investments Experience 2007 - 2009
Job Outsourcing Services Sales/Account Management Executive
Industry Information Technology and Services
Experience
Fidelity Investments 2007 - 2009
Ceridian 2004 - 2007
ADP 1974 - 2005
Various Companies January 1973 - December 1973
Skills
BPO, Business Development, CRM, Account Management, Leadership, Strategy, Outsourcing, Management, Sales Process, Cross-functional Team..., Process Improvement, Business Intelligence, Selling, Training, Marketing Strategy, Lead Generation, Six Sigma, Customer Service, Sales
Education
Rutgers, The State University of New Jersey-Newark
BS, Accounting
Seton Hall University
MBA, Marketing
Fidelity Investments 2007 - 2009
Ceridian 2004 - 2007
ADP 1974 - 2005
Various Companies January 1973 - December 1973
Skills
BPO, Business Development, CRM, Account Management, Leadership, Strategy, Outsourcing, Management, Sales Process, Cross-functional Team..., Process Improvement, Business Intelligence, Selling, Training, Marketing Strategy, Lead Generation, Six Sigma, Customer Service, Sales
Education
Rutgers, The State University of New Jersey-Newark
BS, Accounting
Seton Hall University
MBA, Marketing
Jan DeSander Jan DeSander's Fidelity Investments Experience December 2012 - Present
Job Director, International Assignment Programs at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2012 - Present
Dow Corning Corporation 2009 - August 2012
Dow Corning Corporation 2006 - 2009
Dow Corning Corporation 2005 - 2006
Dow Corning Corporation 1998 - 2005
Education
Saginaw Valley State University
Masters, Public Administration & Leadership
Saginaw Valley State University
Bachelor, English
Fidelity Investments December 2012 - Present
Dow Corning Corporation 2009 - August 2012
Dow Corning Corporation 2006 - 2009
Dow Corning Corporation 2005 - 2006
Dow Corning Corporation 1998 - 2005
Education
Saginaw Valley State University
Masters, Public Administration & Leadership
Saginaw Valley State University
Bachelor, English
Erin Incollingo Erin Incollingo's Fidelity Investments Experience June 2008 - July 2012
Job Sotheby's International Real Estate
Industry Real Estate
Experience
Gibson Sotheby's International Realty May 2013 - Present
Northeast Real Estate Group (Boston) August 2012 - April 2013
Fidelity Investments June 2008 - July 2012
Raytheon June 2003 - June 2008
Education
Saint Anselm College
Business Administration
Gibson Sotheby's International Realty May 2013 - Present
Northeast Real Estate Group (Boston) August 2012 - April 2013
Fidelity Investments June 2008 - July 2012
Raytheon June 2003 - June 2008
Education
Saint Anselm College
Business Administration
Theleepan Surendra, MBA Theleepan Surendra, MBA's Fidelity Investments Experience May 2008 - July 2009
Job Manager, ETF Product Development at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management October 2014 - Present
First Asset June 2012 - September 2014
RichmondPath Consulting July 2011 - September 2014
Schulich School of Business March 2013 - March 2014
Industrial Products Firm December 2009 - October 2010
Fidelity Investments May 2008 - July 2009
Fidelity Investments February 2007 - April 2008
Fidelity Investments May 2006 - January 2007
Bank of Montreal July 2000 - November 2004
Education
York University - Schulich School of Business 2009 — 2011
MBA, Finance
Ryerson University 2000 — 2004
B,Comm., Information Technology Management
CFA Institute
CFA program
RBC Global Asset Management October 2014 - Present
First Asset June 2012 - September 2014
RichmondPath Consulting July 2011 - September 2014
Schulich School of Business March 2013 - March 2014
Industrial Products Firm December 2009 - October 2010
Fidelity Investments May 2008 - July 2009
Fidelity Investments February 2007 - April 2008
Fidelity Investments May 2006 - January 2007
Bank of Montreal July 2000 - November 2004
Education
York University - Schulich School of Business 2009 — 2011
MBA, Finance
Ryerson University 2000 — 2004
B,Comm., Information Technology Management
CFA Institute
CFA program
Glen Pruden PMP Glen Pruden PMP's Fidelity Investments Experience June 1994 - September 1996
Job MiddleWare Support
Industry Computer Software
Experience
Bank of America June 2012 - Present
SOA Software July 2010 - August 2012
DanBri Tech March 2009 - May 2009
Bowne September 2008 - February 2009
SOA Software October 2006 - August 2008
Merrill Lynch September 1996 - October 2006
Bank of America - Merrill Lynch 1996 - 2006
Fidelity Investments June 1994 - September 1996
Wakefern Food Corp January 1992 - January 1994
John Hancock January 1991 - January 1992
Skills
SDLC, DB2, COBOL, WebSphere MQ, PMO, CICS, Oracle, RUP, CMM, SQL, JCL, XML, Project Management, SOA, Scrum, Agile Methodologies, Enterprise Software, MS Project, Software Development, Software Project..., Requirements Analysis, Web Services, Mainframe, Visio, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Warehousing, Integration, Solution Architecture, PMP, Business Analysis, Project Portfolio..., Business Intelligence, Vendor Management, ITIL, Management, Business Requirements, Leadership, Process Improvement, Program Management, Risk Management
Education
Chubb Institute 1986 — 1988
Computer Programming
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Business Administration
Bank of America June 2012 - Present
SOA Software July 2010 - August 2012
DanBri Tech March 2009 - May 2009
Bowne September 2008 - February 2009
SOA Software October 2006 - August 2008
Merrill Lynch September 1996 - October 2006
Bank of America - Merrill Lynch 1996 - 2006
Fidelity Investments June 1994 - September 1996
Wakefern Food Corp January 1992 - January 1994
John Hancock January 1991 - January 1992
Skills
SDLC, DB2, COBOL, WebSphere MQ, PMO, CICS, Oracle, RUP, CMM, SQL, JCL, XML, Project Management, SOA, Scrum, Agile Methodologies, Enterprise Software, MS Project, Software Development, Software Project..., Requirements Analysis, Web Services, Mainframe, Visio, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Warehousing, Integration, Solution Architecture, PMP, Business Analysis, Project Portfolio..., Business Intelligence, Vendor Management, ITIL, Management, Business Requirements, Leadership, Process Improvement, Program Management, Risk Management
Education
Chubb Institute 1986 — 1988
Computer Programming
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Business Administration
Paul Mikulcik Paul Mikulcik's Fidelity Investments Experience January 2009 - August 2010
Job English Language Arts Teacher at Saginaw Learn To Earn Academy
Industry Financial Services
Experience
Saginaw Learn To Earn Academy April 2014 - Present
Antelope Valley High School January 2009 - Present
Gravelly Hill Middle School March 2008 - Present
Home Depot April 2011 - April 2014
The Home Depot March 2011 - April 2014
PCMI August 2010 - April 2011
Fidelity Investments January 2009 - August 2010
Harford, and Bank of America January 2009 - August 2010
the 21st Century afterschool learning program October 2008 - January 2009
Brogden Middle School April 2007 - January 2008
Skills
Teaching, Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Strategic Planning, Budgets, Event Management, Creative Problem Solving, Community Outreach, Advertising, Program Development, Outlook, Administration
Education
Saginaw Valley State University 2013 — 2016
Masters of Education, Special Education and Teaching
Strayer University-Maryland 2009 — 2012
MBA, Business Administration
Strayer University 2009 — 2010
M.B.A, Management
University of Michigan-Flint 1999 — 2002
B.A., Education Teacher Certificate
University of Michigan-Flint 1999 — 2002
Bachelor of Arts; in, Social Studies; Education
Great Lakes Christian College 1991 — 1995
Bachelor of Religious, Theology
Saginaw Learn To Earn Academy April 2014 - Present
Antelope Valley High School January 2009 - Present
Gravelly Hill Middle School March 2008 - Present
Home Depot April 2011 - April 2014
The Home Depot March 2011 - April 2014
PCMI August 2010 - April 2011
Fidelity Investments January 2009 - August 2010
Harford, and Bank of America January 2009 - August 2010
the 21st Century afterschool learning program October 2008 - January 2009
Brogden Middle School April 2007 - January 2008
Skills
Teaching, Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Strategic Planning, Budgets, Event Management, Creative Problem Solving, Community Outreach, Advertising, Program Development, Outlook, Administration
Education
Saginaw Valley State University 2013 — 2016
Masters of Education, Special Education and Teaching
Strayer University-Maryland 2009 — 2012
MBA, Business Administration
Strayer University 2009 — 2010
M.B.A, Management
University of Michigan-Flint 1999 — 2002
B.A., Education Teacher Certificate
University of Michigan-Flint 1999 — 2002
Bachelor of Arts; in, Social Studies; Education
Great Lakes Christian College 1991 — 1995
Bachelor of Religious, Theology
Ray Desai's Fidelity Investments Experience December 2002 - April 2005
Job Capital Markets Professional
Industry Financial Services
Experience
Thomson Reuters 2013 - Present
TD Securities May 2010 - July 2013
TD Wealth Management June 2006 - June 2010
Mercer Investment Consulting May 2005 - April 2006
Fidelity Investments December 2002 - April 2005
AGF Management Limited January 2001 - December 2001
Skills
Equities, Portfolio Management, Derivatives, Electronic Trading, Fixed Income, Investments, Capital Markets, Trading, Risk Management, Bloomberg, Series 7, Equity Trading, Series 63, Securities, Investment Banking, Quantitative Analytics, Thomson Reuters Eikon, FX Options, Financial Modeling, Banking, Asset Management, Trading Systems, Financial Markets, Management, Valuation, Market Risk, Quantitative Finance, Alternative Investments, FINRA, Analytics, Credit Risk, Settlement, Options, Hedge Funds
Education
Ryerson University 2001 — 2005
Bachelor of Commerce, Finance
CFA Institute
CSI Accreditation
FINRA Licensing
Thomson Reuters 2013 - Present
TD Securities May 2010 - July 2013
TD Wealth Management June 2006 - June 2010
Mercer Investment Consulting May 2005 - April 2006
Fidelity Investments December 2002 - April 2005
AGF Management Limited January 2001 - December 2001
Skills
Equities, Portfolio Management, Derivatives, Electronic Trading, Fixed Income, Investments, Capital Markets, Trading, Risk Management, Bloomberg, Series 7, Equity Trading, Series 63, Securities, Investment Banking, Quantitative Analytics, Thomson Reuters Eikon, FX Options, Financial Modeling, Banking, Asset Management, Trading Systems, Financial Markets, Management, Valuation, Market Risk, Quantitative Finance, Alternative Investments, FINRA, Analytics, Credit Risk, Settlement, Options, Hedge Funds
Education
Ryerson University 2001 — 2005
Bachelor of Commerce, Finance
CFA Institute
CSI Accreditation
FINRA Licensing
Elena Dagan Elena Dagan's Fidelity Investments Experience March 2013 - Present
Job Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Bank of New York Mellon 2006 - 2008
Bank of New York Mellon 2004 - 2006
Skills
Banking, Mutual Funds, Cash Management, Financial Analysis, Investments, Portfolio Management, Financial Services, Securities, Bloomberg
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2001
BA
Fidelity Investments March 2013 - Present
Bank of New York Mellon 2006 - 2008
Bank of New York Mellon 2004 - 2006
Skills
Banking, Mutual Funds, Cash Management, Financial Analysis, Investments, Portfolio Management, Financial Services, Securities, Bloomberg
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2001
BA
Kristine LeBlanc, PMP, CSM Kristine LeBlanc, PMP, CSM's Fidelity Investments Experience September 2000 - July 2001
Job Adjunct Faculty at University of Bridgeport
Industry Higher Education
Experience
University of Bridgeport August 2015 - Present
University of Maine System June 2015 - Present
University of Bridgeport September 2011 - June 2015
Life University August 2009 - August 2011
LeBlanc Coaching July 2008 - July 2011
TD Bank September 2002 - September 2008
Fidelity Investments September 2000 - July 2001
Scudder January 1994 - September 2000
Skills
Program Management, Leadership, Business Process..., SharePoint, Training, Business Analysis, Public Speaking, Project Management, Strategy, Higher Education, Leadership Development, Data Analysis, Process Improvement, Microsoft CRM, Microsoft Technologies, Datatel, Analysis, MS Project, SharePoint Designer, Organizational..., Student Development, Coaching, Proposal Writing, Visio, Team Building, Program Development, Fundraising, Six Sigma, PMP, Time Management, Workshop Facilitation, Nonprofits, Student Affairs, Vendor Management, software project..., International...
Education
University of Bridgeport 2012 — 2015
Master of Arts (M.A.), Global Development and Peace, 4.0
Kaplan University 2009 — 2011
Master of Science (MS), Leadership and Higher Education
Saint Anselm College 1987 — 1992
BA, Liberal Studies in the Great Books
University of Bridgeport August 2015 - Present
University of Maine System June 2015 - Present
University of Bridgeport September 2011 - June 2015
Life University August 2009 - August 2011
LeBlanc Coaching July 2008 - July 2011
TD Bank September 2002 - September 2008
Fidelity Investments September 2000 - July 2001
Scudder January 1994 - September 2000
Skills
Program Management, Leadership, Business Process..., SharePoint, Training, Business Analysis, Public Speaking, Project Management, Strategy, Higher Education, Leadership Development, Data Analysis, Process Improvement, Microsoft CRM, Microsoft Technologies, Datatel, Analysis, MS Project, SharePoint Designer, Organizational..., Student Development, Coaching, Proposal Writing, Visio, Team Building, Program Development, Fundraising, Six Sigma, PMP, Time Management, Workshop Facilitation, Nonprofits, Student Affairs, Vendor Management, software project..., International...
Education
University of Bridgeport 2012 — 2015
Master of Arts (M.A.), Global Development and Peace, 4.0
Kaplan University 2009 — 2011
Master of Science (MS), Leadership and Higher Education
Saint Anselm College 1987 — 1992
BA, Liberal Studies in the Great Books
Jason Stahl Jason Stahl's Fidelity Investments Experience June 2011 - Present
Job Market Research Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments September 2008 - October 2011
Fidelity Investments August 2006 - September 2008
Fidelity Investments October 2005 - July 2006
Skills
Investments, Portfolio Management, Competitive Analysis, Marketing Communications
Education
Ryerson University 1999 — 2002
Commerce, Economics, statistics
Fidelity Investments June 2011 - Present
Fidelity Investments September 2008 - October 2011
Fidelity Investments August 2006 - September 2008
Fidelity Investments October 2005 - July 2006
Skills
Investments, Portfolio Management, Competitive Analysis, Marketing Communications
Education
Ryerson University 1999 — 2002
Commerce, Economics, statistics
Krista McNulty Krista McNulty's Fidelity Investments Experience October 2006 - June 2007
Job Executive Assistant
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2013 - January 2014
Ontario Securities Commission November 2010 - December 2011
Aon Risk Services April 2010 - September 2010
Fidelity Investments October 2006 - June 2007
Fidelity Investments September 2005 - October 2006
Skills
Mutual Funds, Securities, Teamwork, Financial Services, Management, Editing, Investments, Capital Markets
Education
Seneca College of Applied Arts and Technology 1996 — 1997
Legal Assisting
Ryerson University 1995 — 1996
Psychology
Canaccord Genuity Inc. June 2013 - January 2014
Ontario Securities Commission November 2010 - December 2011
Aon Risk Services April 2010 - September 2010
Fidelity Investments October 2006 - June 2007
Fidelity Investments September 2005 - October 2006
Skills
Mutual Funds, Securities, Teamwork, Financial Services, Management, Editing, Investments, Capital Markets
Education
Seneca College of Applied Arts and Technology 1996 — 1997
Legal Assisting
Ryerson University 1995 — 1996
Psychology
Chris O'Brien's Fidelity Investments Experience 2007 - 2008
Job Regional Director of Sales, Americas
Industry Information Technology and Services
Experience
Bullhorn January 2014 - Present
Islanders Hockey Club March 2015 - Present
Bullhorn December 2012 - January 2014
Sophos April 2012 - December 2012
EMC October 2011 - April 2012
EMC April 2011 - October 2011
EMC July 2010 - April 2011
Fidelity Investments - National Financial June 2008 - May 2010
Hudson Valley Bears of the Eastern Professional Hockey League January 2009 - March 2009
Fidelity Investments 2007 - 2008
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business
United States Air Force Academy 2003 — 2003
BS, Business
Berkshire School 2002 — 2003
Post-Graduate
Boston College High School 1998 — 2002
Diploma
Bullhorn January 2014 - Present
Islanders Hockey Club March 2015 - Present
Bullhorn December 2012 - January 2014
Sophos April 2012 - December 2012
EMC October 2011 - April 2012
EMC April 2011 - October 2011
EMC July 2010 - April 2011
Fidelity Investments - National Financial June 2008 - May 2010
Hudson Valley Bears of the Eastern Professional Hockey League January 2009 - March 2009
Fidelity Investments 2007 - 2008
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business
United States Air Force Academy 2003 — 2003
BS, Business
Berkshire School 2002 — 2003
Post-Graduate
Boston College High School 1998 — 2002
Diploma
Armen S. Jesralyan, MBA's Fidelity Investments Experience 2009 - Present
Job Senior Associate Prime Brokerage
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Goldman Sachs December 2004 - April 2009
Pershing 2000 - 2004
Salomon Smith Barney 1999 - 1999
Skills
Microsoft Office, Asset Management, Bloomberg, Hedge Funds, Capital Markets, Trading, Banking, Series 7, Prime Brokerage, Due Diligence, Mutual Funds, Asset Managment, Loans, Account Management, Financial Services, Finance, Fixed Income, Investment Banking, Derivatives, FINRA, FX Options, Financial Risk, Equities, Private Equity, Corporate Actions, Securities, Alternative Investments, Bonds, ETFs, Middle Office, Series 63, Settlement, Equity Trading, Options, Trading Systems, Fund Of Funds
Education
Rutgers Graduate School of Business 2003 — 2006
Masters Business Administration (MBA), Finance Concentration
Rutgers, The State University of New Jersey-Newark 2003 — 2006
MBA, Finance
Rutgers University 1996 — 2000
B.A, Economics
Rutgers University-New Brunswick 1996 — 2000
BA, Economics
Fair Lawn High School
Fidelity Investments 2009 - Present
Goldman Sachs December 2004 - April 2009
Pershing 2000 - 2004
Salomon Smith Barney 1999 - 1999
Skills
Microsoft Office, Asset Management, Bloomberg, Hedge Funds, Capital Markets, Trading, Banking, Series 7, Prime Brokerage, Due Diligence, Mutual Funds, Asset Managment, Loans, Account Management, Financial Services, Finance, Fixed Income, Investment Banking, Derivatives, FINRA, FX Options, Financial Risk, Equities, Private Equity, Corporate Actions, Securities, Alternative Investments, Bonds, ETFs, Middle Office, Series 63, Settlement, Equity Trading, Options, Trading Systems, Fund Of Funds
Education
Rutgers Graduate School of Business 2003 — 2006
Masters Business Administration (MBA), Finance Concentration
Rutgers, The State University of New Jersey-Newark 2003 — 2006
MBA, Finance
Rutgers University 1996 — 2000
B.A, Economics
Rutgers University-New Brunswick 1996 — 2000
BA, Economics
Fair Lawn High School
Christopher Bandera Christopher Bandera's Fidelity Investments Experience March 2013 - Present
Job Information Technology Professional
Industry Information Technology and Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Clearing Canada ULC May 2012 - September 2012
The Bargain! Shop 2011 - 2012
XRAY Communications 2010 - 2011
Cotton Ginny 2002 - 2010
IBM 2001 - 2002
Skills
HTML, Web Development, ASP.NET, Network Administration, Network Security, Visual Basic, PHP, SQL, Requirements Analysis, Network Design, Programming, Program Development, Software Development, Regression Testing, Data Analysis, Java, Android Development, Android SDK, Cisco IOS, Cisco Routers, Perl, Shell Scripting, Unix Shell Scripting, Unix Operating Systems
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Global Management
Fidelity Investments March 2013 - Present
Fidelity Clearing Canada ULC May 2012 - September 2012
The Bargain! Shop 2011 - 2012
XRAY Communications 2010 - 2011
Cotton Ginny 2002 - 2010
IBM 2001 - 2002
Skills
HTML, Web Development, ASP.NET, Network Administration, Network Security, Visual Basic, PHP, SQL, Requirements Analysis, Network Design, Programming, Program Development, Software Development, Regression Testing, Data Analysis, Java, Android Development, Android SDK, Cisco IOS, Cisco Routers, Perl, Shell Scripting, Unix Shell Scripting, Unix Operating Systems
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Global Management
Joanne Trichilo's Fidelity Investments Experience 1998 - 2003
Job ORA Specialist at HSBC Bank
Industry Banking
Experience
HSBC Retail Banking and Wealth Management February 2014 - Present
Office Choice Cleaning Services Ltd. March 2003 - March 2010
Fidelity Investments 1998 - 2003
Canadian Imaging Associates November 1997 - November 1998
Education
Ryerson University
Graphic Communications Management
HSBC Retail Banking and Wealth Management February 2014 - Present
Office Choice Cleaning Services Ltd. March 2003 - March 2010
Fidelity Investments 1998 - 2003
Canadian Imaging Associates November 1997 - November 1998
Education
Ryerson University
Graphic Communications Management
Martin Fix Martin Fix's Fidelity Investments Experience July 2002 - August 2005
Job Effy Jewelry
Industry Marketing and Advertising
Experience
Effy Jewelers March 2011 - Present
Onboard Media September 2006 - May 2010
Celebrity Cruises August 2005 - August 2006
Fidelity Investments July 2002 - August 2005
Skills
Event Management, Event Planning, Public Relations, Social Media, Marketing Communications, Marketing Strategy, Social Media Marketing, Advertising, Public Speaking, Customer Service, Marketing, Online Advertising, Microsoft Office, Social Networking, Sales, Hospitality, Budgets, Online Marketing, Strategic Planning, Email Marketing, Sales Management, Sponsorship, Tourism, Account Management, Retail
Education
Ryerson University 2000 — 2004
Bachelor of Commerce Degree, Hospitality and Tourism
Tecnológico de Monterrey 2002 — 2002
Bachelor of Commerce (B.Com.), International Business
Effy Jewelers March 2011 - Present
Onboard Media September 2006 - May 2010
Celebrity Cruises August 2005 - August 2006
Fidelity Investments July 2002 - August 2005
Skills
Event Management, Event Planning, Public Relations, Social Media, Marketing Communications, Marketing Strategy, Social Media Marketing, Advertising, Public Speaking, Customer Service, Marketing, Online Advertising, Microsoft Office, Social Networking, Sales, Hospitality, Budgets, Online Marketing, Strategic Planning, Email Marketing, Sales Management, Sponsorship, Tourism, Account Management, Retail
Education
Ryerson University 2000 — 2004
Bachelor of Commerce Degree, Hospitality and Tourism
Tecnológico de Monterrey 2002 — 2002
Bachelor of Commerce (B.Com.), International Business
Jody Boulanger Jody Boulanger's Fidelity Investments Experience InternNBC Universal2004 - 2004
Job Client Service Analyst at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments InternNBC Universal2004 - 2004
Education
Sacred Heart University 2000 — 2004
BS, Sport Management
Fidelity Investments InternNBC Universal2004 - 2004
Education
Sacred Heart University 2000 — 2004
BS, Sport Management
Jeannette Dupuis's Fidelity Investments Experience January 2005 - February 2009
Job Public Relations
Industry Public Relations and Communications
Experience
Sentry Investments May 2013 - Present
NKPR March 2010 - May 2013
Fidelity Investments January 2005 - February 2009
Infinite Media September 2002 - December 2004
IFDS January 2001 - February 2002
IFDS January 2000 - February 2001
IFDS November 1997 - December 1999
Fidelity Investments December 1995 - November 1997
Fidelity Investments November 1994 - December 1995
Fidelity Investments May 1993 - September 1994
Skills
Public Relations, Process Improvement, Marketing Communications, Digital Marketing, Financial Services, Event Management, Business Development, Project Management, CRM, Sales, Strategic Communications, Crisis Communications, Social Media Marketing
Education
Ryerson University 2013 — 2015
Public Relations, Advertising, and Applied Communication
University of King's College 1989 — 1992
Journalism / Foundation Year Program
Université Paris Sorbonne (Paris IV) 1987 — 1989
French Culture and Civilization
Sentry Investments May 2013 - Present
NKPR March 2010 - May 2013
Fidelity Investments January 2005 - February 2009
Infinite Media September 2002 - December 2004
IFDS January 2001 - February 2002
IFDS January 2000 - February 2001
IFDS November 1997 - December 1999
Fidelity Investments December 1995 - November 1997
Fidelity Investments November 1994 - December 1995
Fidelity Investments May 1993 - September 1994
Skills
Public Relations, Process Improvement, Marketing Communications, Digital Marketing, Financial Services, Event Management, Business Development, Project Management, CRM, Sales, Strategic Communications, Crisis Communications, Social Media Marketing
Education
Ryerson University 2013 — 2015
Public Relations, Advertising, and Applied Communication
University of King's College 1989 — 1992
Journalism / Foundation Year Program
Université Paris Sorbonne (Paris IV) 1987 — 1989
French Culture and Civilization
Penelope (Penny) Cromwell's Fidelity Investments Experience October 1997 - September 2002
Job Executive Assistant To SVP Rogers Customer Care
Industry Telecommunications
Experience
Rogers Communications September 2015 - Present
TD Securities March 2015 - August 2015
TD Securities November 2014 - March 2015
TD February 2014 - November 2014
Richardson GMP November 2013 - January 2014
Macquarie Private Wealth Inc July 2011 - December 2013
Macquarie Financial LTD, Canada March 2010 - July 2011
Macquarie Financial Ltd. November 2009 - March 2010
VenGrowth September 2002 - September 2009
Fidelity Investments October 1997 - September 2002
Skills
Relationship Management, Investments, Financial Services, Equities, Portfolio Management, Project Management, Event Management, Strategic Planning, Coaching, Budgets, Banking, Workshop Facilitation, Marketing, Strategy, Administrative..., Management Consulting, Recruiting, Event Planning, Training, Management, Human Resources, Sales, Customer Service, Leadership, Finance
Education
Ryerson University 2012 — 2015
Certificate/Degree, Leadership Management of Non for Profit Charities in Canada
Ryerson University 2007 — 2007
Certificate, Business Communication/Admin
Canadian Management Centre 2005 — 2005
Certificate, Team Leadeer Coaching
University of Toronto - University College 1992 — 1996
Certificate, Business communications and Behavioural Management
Clarkson Secondary 1979 — 1982
OSSGD, High School/Secondary Diplomas and Certificates
Rogers Communications September 2015 - Present
TD Securities March 2015 - August 2015
TD Securities November 2014 - March 2015
TD February 2014 - November 2014
Richardson GMP November 2013 - January 2014
Macquarie Private Wealth Inc July 2011 - December 2013
Macquarie Financial LTD, Canada March 2010 - July 2011
Macquarie Financial Ltd. November 2009 - March 2010
VenGrowth September 2002 - September 2009
Fidelity Investments October 1997 - September 2002
Skills
Relationship Management, Investments, Financial Services, Equities, Portfolio Management, Project Management, Event Management, Strategic Planning, Coaching, Budgets, Banking, Workshop Facilitation, Marketing, Strategy, Administrative..., Management Consulting, Recruiting, Event Planning, Training, Management, Human Resources, Sales, Customer Service, Leadership, Finance
Education
Ryerson University 2012 — 2015
Certificate/Degree, Leadership Management of Non for Profit Charities in Canada
Ryerson University 2007 — 2007
Certificate, Business Communication/Admin
Canadian Management Centre 2005 — 2005
Certificate, Team Leadeer Coaching
University of Toronto - University College 1992 — 1996
Certificate, Business communications and Behavioural Management
Clarkson Secondary 1979 — 1982
OSSGD, High School/Secondary Diplomas and Certificates
Matthew Guzzardi Matthew Guzzardi's Fidelity Investments Experience May 2015 - Present
Job Student at Saint Anselm College | Technical Intern at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2015 - Present
Raytheon Company June 2014 - August 2014
Stow Acres Country Club March 2012 - September 2013
Skills
OS X, SAP, Windows, Networking, Microsoft Office, Mac, HTML, Java, English, iOS, PowerPoint, Facebook, Social Networking, Troubleshooting, Mac OS, Web Design, Computer Hardware, C++, Nonprofits, Teamwork, Microsoft Excel, Software Development, Web Development, Windows 7, Supply Chain, Social Media, Time Management, Leadership, Communication, Fundraising, Marketing, Quality Assurance, Mobile Testing, Automation, Agile Methodologies
Education
Saint Anselm College 2013 — 2017
Bachelor of Arts (BA), Computer Science
Acton Boxborough Regional High School 2009 — 2013
Fidelity Investments May 2015 - Present
Raytheon Company June 2014 - August 2014
Stow Acres Country Club March 2012 - September 2013
Skills
OS X, SAP, Windows, Networking, Microsoft Office, Mac, HTML, Java, English, iOS, PowerPoint, Facebook, Social Networking, Troubleshooting, Mac OS, Web Design, Computer Hardware, C++, Nonprofits, Teamwork, Microsoft Excel, Software Development, Web Development, Windows 7, Supply Chain, Social Media, Time Management, Leadership, Communication, Fundraising, Marketing, Quality Assurance, Mobile Testing, Automation, Agile Methodologies
Education
Saint Anselm College 2013 — 2017
Bachelor of Arts (BA), Computer Science
Acton Boxborough Regional High School 2009 — 2013
Umair Ikram Umair Ikram's Fidelity Investments Experience July 2014 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2014 - Present
Audible.com July 2013 - Present
Radus Tek Services January 2013 - April 2013
BNY Mellon 2005 - 2006
Skills
Excel, Pivot Tables, V-Lookup, VBA, Macros, Bloomberg, Access
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.Sc.), Finance
Fidelity Investments July 2014 - Present
Fidelity Investments July 2014 - Present
Audible.com July 2013 - Present
Radus Tek Services January 2013 - April 2013
BNY Mellon 2005 - 2006
Skills
Excel, Pivot Tables, V-Lookup, VBA, Macros, Bloomberg, Access
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.Sc.), Finance
Jonathan Nowak Jonathan Nowak's Fidelity Investments Experience April 2008 - August 2008
Job Officer at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street October 2012 - June 2015
State Street April 2011 - October 2012
State Street October 2009 - January 2011
Fidelity Investments April 2008 - August 2008
Skills
Fund Accounting, Corporate Actions, Bloomberg, Fund Of Funds, Fund Services, Mutual Funds, NAV, Fixed Income, Bloomberg Terminal, Securities, Derivatives
Education
Sacred Heart University 2005 — 2009
Bachelor of Science, Finance
State Street June 2015 - Present
State Street October 2012 - June 2015
State Street April 2011 - October 2012
State Street October 2009 - January 2011
Fidelity Investments April 2008 - August 2008
Skills
Fund Accounting, Corporate Actions, Bloomberg, Fund Of Funds, Fund Services, Mutual Funds, NAV, Fixed Income, Bloomberg Terminal, Securities, Derivatives
Education
Sacred Heart University 2005 — 2009
Bachelor of Science, Finance
Katherine Parra Moreno Katherine Parra Moreno's Fidelity Investments Experience October 2010 - February 2012
Job Vice President of Business Development at Epic Capital Management Inc.
Industry Venture Capital & Private Equity
Experience
Epic Capital Management Inc. July 2015 - Present
Sprott Resource Corp. February 2013 - February 2015
Mayo Gold March 2012 - January 2013
Fidelity Investments October 2010 - February 2012
Manulife Financial September 2009 - October 2010
Skills
Investments, Asset Management, Private Equity, Investor Relations, Finance, Building Relationships, Sales, Leadership, Mutual Funds, Valuation, New Business Development, Alternative Investments, Risk Management, Spanish, Equities, Portfolio Management, Business Development, Financial Services, Wealth Management, Financial Modeling, Salsa, Business Communications, Asset Managment, Banking, Executive Management, Strategic Financial..., Insurance
Education
Ryerson University 2005 — 2009
Bachelor of Commerce (B.Com.), Finance
Epic Capital Management Inc. July 2015 - Present
Sprott Resource Corp. February 2013 - February 2015
Mayo Gold March 2012 - January 2013
Fidelity Investments October 2010 - February 2012
Manulife Financial September 2009 - October 2010
Skills
Investments, Asset Management, Private Equity, Investor Relations, Finance, Building Relationships, Sales, Leadership, Mutual Funds, Valuation, New Business Development, Alternative Investments, Risk Management, Spanish, Equities, Portfolio Management, Business Development, Financial Services, Wealth Management, Financial Modeling, Salsa, Business Communications, Asset Managment, Banking, Executive Management, Strategic Financial..., Insurance
Education
Ryerson University 2005 — 2009
Bachelor of Commerce (B.Com.), Finance
Naveen Kotecha's Fidelity Investments Experience June 2015 - Present
Job Corporate Finance Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Habibsons Bank Limited May 2015 - June 2015
Reydel Volkswagen June 2014 - August 2014
Mainspring America Inc June 2013 - August 2013
Highland Park Pediatrics June 2012 - August 2012
Trenton Area Soup Kitchen June 2008 - September 2011
Skills
Microsoft Excel, Analysis, Data Analysis, Public Speaking, Econometrics, Economic Development, Pivot Tables, Stata, Basel III, SWIFT Messaging, Swiss Banking, Trade Finance, Letters of Credit, Risk Analysis, Fiduciary Services
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2016
Bachelor's degree, Economics and Mathematics, 3.9
Fidelity Investments June 2015 - Present
Habibsons Bank Limited May 2015 - June 2015
Reydel Volkswagen June 2014 - August 2014
Mainspring America Inc June 2013 - August 2013
Highland Park Pediatrics June 2012 - August 2012
Trenton Area Soup Kitchen June 2008 - September 2011
Skills
Microsoft Excel, Analysis, Data Analysis, Public Speaking, Econometrics, Economic Development, Pivot Tables, Stata, Basel III, SWIFT Messaging, Swiss Banking, Trade Finance, Letters of Credit, Risk Analysis, Fiduciary Services
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2016
Bachelor's degree, Economics and Mathematics, 3.9
Stephen Porco Stephen Porco's Fidelity Investments Experience March 2013 - January 2015
Job Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2015 - Present
Legg Mason January 2015 - September 2015
Fidelity Investments March 2013 - January 2015
Fidelity Investments July 2010 - February 2013
Fidelity Investments April 2008 - April 2009
Fidelity Investments May 2006 - March 2008
Skills
Series 7, Licensed Life Insurance..., Asset Allocation, Retirement Planning, 401k Rollovers, Financial Services, Mutual Funds, Photoshop, Illustrator, Marketing
Education
Fordham University 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Sacred Heart University 2014 — 2017
MS in Digital Marketing
Legg Mason October 2015 - Present
Legg Mason January 2015 - September 2015
Fidelity Investments March 2013 - January 2015
Fidelity Investments July 2010 - February 2013
Fidelity Investments April 2008 - April 2009
Fidelity Investments May 2006 - March 2008
Skills
Series 7, Licensed Life Insurance..., Asset Allocation, Retirement Planning, 401k Rollovers, Financial Services, Mutual Funds, Photoshop, Illustrator, Marketing
Education
Fordham University 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Sacred Heart University 2014 — 2017
MS in Digital Marketing
Erin M. Sullivan Erin M. Sullivan's Fidelity Investments Experience 2002 - 2003
Job Creative PR & Marketing Pro | Accomplished Writer | Savvy Client Relationship Manager
Industry Marketing and Advertising
Experience
Alma Nove 2013 - Present
The CHT Group 2011 - 2012
Regan Communications 2010 - 2011
Lyons Group 2009 - 2010
EMS Communications 2004 - 2009
Arnold Worldwide February 2007 - April 2007
Fidelity Investments 2002 - 2003
Education
Saint Anselm College
Bachelor of Arts (B.A.), English
Alma Nove 2013 - Present
The CHT Group 2011 - 2012
Regan Communications 2010 - 2011
Lyons Group 2009 - 2010
EMS Communications 2004 - 2009
Arnold Worldwide February 2007 - April 2007
Fidelity Investments 2002 - 2003
Education
Saint Anselm College
Bachelor of Arts (B.A.), English
Ana Naseer Ana Naseer's Fidelity Investments Experience January 2007 - August 2007
Job Social Worker at Project Hospitality
Industry Hospital & Health Care
Experience
Project Hospitality September 2009 - Present
Staples October 2004 - June 2010
Fidelity Investments January 2007 - August 2007
Skills
Quality Assurance, Computer Proficiency, Cultural Awareness, Efficent, Exceptionally well..., Oral & Written..., Goal Oriented, Microsoft Office 2007, Microsoft SQL Server, Quality Center, QTP, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Customer Service, Case Management
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
Master's degree, Social Work
Rutgers, The State University of New Jersey-Newark 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Project Hospitality September 2009 - Present
Staples October 2004 - June 2010
Fidelity Investments January 2007 - August 2007
Skills
Quality Assurance, Computer Proficiency, Cultural Awareness, Efficent, Exceptionally well..., Oral & Written..., Goal Oriented, Microsoft Office 2007, Microsoft SQL Server, Quality Center, QTP, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Customer Service, Case Management
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
Master's degree, Social Work
Rutgers, The State University of New Jersey-Newark 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Jennifer Lambert Jennifer Lambert's Fidelity Investments Experience January 2011 - Present
Job Director, Program Management at Fidelity Investments
Industry Program Development
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments February 2002 - May 2011
Fidelity Investments 2002 - 2008
Expert Server Group May 1995 - January 2002
PC Connection June 1994 - May 1995
Skills
Project Management, Process Improvement, Program Management, Six Sigma, Business Analysis, Visio, MS Project, Cross-functional Team..., Relationship Management, Business Process..., Change Management, Requirements Gathering, PMO, Leadership, CRM, PMP, Agile Methodologies
Education
Saint Anselm College 1990 — 1994
BA and BS, Psychology & Computer Science
Southern New Hampshire University 1994 — 2000
MBA, Business Administration and Management, General
Action Boxborough Regional Highschool 1986 — 1990
Diploma, General
Fidelity Investments January 2011 - Present
Fidelity Investments February 2002 - May 2011
Fidelity Investments 2002 - 2008
Expert Server Group May 1995 - January 2002
PC Connection June 1994 - May 1995
Skills
Project Management, Process Improvement, Program Management, Six Sigma, Business Analysis, Visio, MS Project, Cross-functional Team..., Relationship Management, Business Process..., Change Management, Requirements Gathering, PMO, Leadership, CRM, PMP, Agile Methodologies
Education
Saint Anselm College 1990 — 1994
BA and BS, Psychology & Computer Science
Southern New Hampshire University 1994 — 2000
MBA, Business Administration and Management, General
Action Boxborough Regional Highschool 1986 — 1990
Diploma, General
Masuzgo Munthali Masuzgo Munthali's Fidelity Investments Experience September 2004 - August 2005
Job Pension Benefits Consultant at OPTrust
Industry Outsourcing/Offshoring
Experience
OPSEU Pension Trust June 2012 - Present
Mercer Human Resource Consulting June 2010 - June 2012
CIBC June 2007 - September 2009
ExcellerateHRO August 2005 - May 2007
Fidelity Investments September 2004 - August 2005
Hospitals of Ontario Pension Plan April 2003 - August 2004
OPSEU Pension Trust June 2001 - April 2003
Skills
Pension Administration, Highly Analytical, Excel, Defined Benefit, Microsoft Office, Pension Legislation, Pensions, Employee Benefits, Human Resources, Analytical Skills, Microsoft Excel, Access, Account Reconciliation, Process Improvement, Training
Education
Ryerson University 1994 — 1998
B. Comm, Computer Information Systems Major/Law Minor
OPSEU Pension Trust June 2012 - Present
Mercer Human Resource Consulting June 2010 - June 2012
CIBC June 2007 - September 2009
ExcellerateHRO August 2005 - May 2007
Fidelity Investments September 2004 - August 2005
Hospitals of Ontario Pension Plan April 2003 - August 2004
OPSEU Pension Trust June 2001 - April 2003
Skills
Pension Administration, Highly Analytical, Excel, Defined Benefit, Microsoft Office, Pension Legislation, Pensions, Employee Benefits, Human Resources, Analytical Skills, Microsoft Excel, Access, Account Reconciliation, Process Improvement, Training
Education
Ryerson University 1994 — 1998
B. Comm, Computer Information Systems Major/Law Minor
Peter Hale's Fidelity Investments Experience 2001 - 2005
Job ResultsDriven Marketing Pro
Industry Public Relations and Communications
Experience
McDougall + Duval Advertising July 2014 - Present
McDougall + Duval Advertising August 2008 - Present
òran mór 2008 - Present
Mudhook 2007 - Present
Peter Hale Communications 2007 - 2008
Seacoast Mental Health Center, Inc. 2005 - 2007
Fidelity Investments 2001 - 2005
Inc.com 2000 - 2001
Perseus Books Group 1997 - 2000
Adams Media 1993 - 1997
Skills
Public Relations, Social Media Marketing, Copywriting, Marketing Communications, Publishing, Social Media, Strategic Communications, Entertainment, Music, Singing, Press Releases, Strategic Planning, Marketing Strategy, Speech Writing, Account Management, Project Management, Financial Services, Media Relations, Corporate Communications, Advertising, Event Planning, Direct Marketing, Marketing, Email Marketing, Strategy, Content Development, Online Advertising
Education
Saint Anselm College 1986 — 1990
BA, English
Xaverian Brothers High School 1982 — 1986
McDougall + Duval Advertising July 2014 - Present
McDougall + Duval Advertising August 2008 - Present
òran mór 2008 - Present
Mudhook 2007 - Present
Peter Hale Communications 2007 - 2008
Seacoast Mental Health Center, Inc. 2005 - 2007
Fidelity Investments 2001 - 2005
Inc.com 2000 - 2001
Perseus Books Group 1997 - 2000
Adams Media 1993 - 1997
Skills
Public Relations, Social Media Marketing, Copywriting, Marketing Communications, Publishing, Social Media, Strategic Communications, Entertainment, Music, Singing, Press Releases, Strategic Planning, Marketing Strategy, Speech Writing, Account Management, Project Management, Financial Services, Media Relations, Corporate Communications, Advertising, Event Planning, Direct Marketing, Marketing, Email Marketing, Strategy, Content Development, Online Advertising
Education
Saint Anselm College 1986 — 1990
BA, English
Xaverian Brothers High School 1982 — 1986
Oliver Olinyk Oliver Olinyk's Fidelity Investments Experience October 2009 - October 2010
Job Vice President of Strategic Development at Fusion Resources LLC
Industry Oil & Energy
Experience
Fusion Resources LLC January 2015 - Present
Private Venture Capital Company September 2013 - December 2014
ifficient 2013 - 2014
Recommended Advisor 2010 - 2013
Engage121 October 2011 - March 2012
Michael Page February 2011 - October 2011
Fidelity Investments October 2009 - October 2010
Enterprise Rent-A-Car June 2008 - October 2008
Skills
Business Development, Social Media Marketing, Digital Marketing, New Business Development, Digital Media, Mobile Marketing, SaaS, Sales, Sales Management, Creative Strategy, Salesforce.com, E-commerce, Strategy, Strategic Partnerships, Leadership, Account Management, Start-ups, C-Level Sales, C-Level Relationships, Co-registration
Education
Sacred Heart University
BA, Business Marketing - John F. Welch School of Business & Minor - Psychology
The Canterbury School
New Canaan High School
Fusion Resources LLC January 2015 - Present
Private Venture Capital Company September 2013 - December 2014
ifficient 2013 - 2014
Recommended Advisor 2010 - 2013
Engage121 October 2011 - March 2012
Michael Page February 2011 - October 2011
Fidelity Investments October 2009 - October 2010
Enterprise Rent-A-Car June 2008 - October 2008
Skills
Business Development, Social Media Marketing, Digital Marketing, New Business Development, Digital Media, Mobile Marketing, SaaS, Sales, Sales Management, Creative Strategy, Salesforce.com, E-commerce, Strategy, Strategic Partnerships, Leadership, Account Management, Start-ups, C-Level Sales, C-Level Relationships, Co-registration
Education
Sacred Heart University
BA, Business Marketing - John F. Welch School of Business & Minor - Psychology
The Canterbury School
New Canaan High School
Laura Grant Laura Grant's Fidelity Investments Experience September 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments September 2015 - Present
Van Wagner Communications, LLC May 2014 - August 2014
CitiBlast March 2014 - May 2014
Brighter Minds Tutoring December 2013 - February 2014
Pain Du Monde July 2010 - August 2013
Skills
Sales, Customer Service, Marketing, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Social Media, Facebook, QuickBooks, Editing, Leadership, Social Networking
Education
University of Southern California 2012 — 2015
Bachelor of Science (BS), Business Administration, Junior
Saddleback College 2011 — 2012
Dana Hills High School 2007 — 2011
Fidelity Investments September 2015 - Present
Van Wagner Communications, LLC May 2014 - August 2014
CitiBlast March 2014 - May 2014
Brighter Minds Tutoring December 2013 - February 2014
Pain Du Monde July 2010 - August 2013
Skills
Sales, Customer Service, Marketing, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Social Media, Facebook, QuickBooks, Editing, Leadership, Social Networking
Education
University of Southern California 2012 — 2015
Bachelor of Science (BS), Business Administration, Junior
Saddleback College 2011 — 2012
Dana Hills High School 2007 — 2011
Nicole Goodnow's Fidelity Investments Experience October 2013 - Present
Job PR/Communications Expert (Fidelity Investments)
Industry Public Relations and Communications
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments August 2011 - October 2013
Fidelity Investments July 2009 - August 2011
Fidelity Investments - Corporate Affairs August 2006 - July 2009
Charles River Development November 2004 - August 2006
Omgeo (Thomson Financial/DTCC) March 2001 - September 2004
Thomson Financial January 2001 - March 2001
Marenghi PR September 1997 - June 2000
Skills
Media Relations, Public Relations, Corporate Communications, Writing, Press Releases, Internal Communications, Strategic Communications, Message Development, Communication Training, Communications Planning, Messaging, Crisis Communications, Thought Leadership, Speech Writing, Content Development, Newsletters, Web Content, Content Strategy, Content Management, Copywriting, Marketing Communications
Education
Saint Anselm College 1993 — 1997
BA, English
Fidelity Investments October 2013 - Present
Fidelity Investments August 2011 - October 2013
Fidelity Investments July 2009 - August 2011
Fidelity Investments - Corporate Affairs August 2006 - July 2009
Charles River Development November 2004 - August 2006
Omgeo (Thomson Financial/DTCC) March 2001 - September 2004
Thomson Financial January 2001 - March 2001
Marenghi PR September 1997 - June 2000
Skills
Media Relations, Public Relations, Corporate Communications, Writing, Press Releases, Internal Communications, Strategic Communications, Message Development, Communication Training, Communications Planning, Messaging, Crisis Communications, Thought Leadership, Speech Writing, Content Development, Newsletters, Web Content, Content Strategy, Content Management, Copywriting, Marketing Communications
Education
Saint Anselm College 1993 — 1997
BA, English
Leo Jantusch's Fidelity Investments Experience August 2012 - August 2013
Job Vice President at JP Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Fidelity Investments August 2012 - August 2013
AudioCodes U.S.A June 2004 - November 2012
Ai-Logix October 2000 - June 2004
Skills
Six Sigma, Lean Manufacturing, Operations Management, Process Engineering, Process Improvement, Program Management, Product Development, DCF, BPMN, VBA, Cost Reduction, Cost Analysis, SQL, Test Management, Test Automation, Operational Excellence, Product Launch, Telecommunications, Quality Management, Project Delivery, Project Finance, Visio, Agile, Agile Project Management, Organizational Agility, Scrum
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Master of Business Administration (M.B.A.)
Manage Assist 2009 — 2009
Green Belt, Six Sigma
DeVry University 1998 — 2001
BSEET, Electronics Engineering
JPMorgan Chase August 2013 - Present
Fidelity Investments August 2012 - August 2013
AudioCodes U.S.A June 2004 - November 2012
Ai-Logix October 2000 - June 2004
Skills
Six Sigma, Lean Manufacturing, Operations Management, Process Engineering, Process Improvement, Program Management, Product Development, DCF, BPMN, VBA, Cost Reduction, Cost Analysis, SQL, Test Management, Test Automation, Operational Excellence, Product Launch, Telecommunications, Quality Management, Project Delivery, Project Finance, Visio, Agile, Agile Project Management, Organizational Agility, Scrum
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Master of Business Administration (M.B.A.)
Manage Assist 2009 — 2009
Green Belt, Six Sigma
DeVry University 1998 — 2001
BSEET, Electronics Engineering
Dolores Wong's Fidelity Investments Experience 2004 - 2007
Job Sales Coordinator at IA Clarington
Industry Financial Services
Experience
Primerica Financial Services Sales CoordinatorIA ClaringtonOctober 2008 - Present
Memories Of Your Wedding February 2006 - Present
Fidelity Investments Canada December 2004 - May 2007
Fidelity Investments 2004 - 2007
Yahoo! Canada 2002 - 2004
Education
Ryerson University 1992 — 1996
Business Management, Marketing
Primerica Financial Services Sales CoordinatorIA ClaringtonOctober 2008 - Present
Memories Of Your Wedding February 2006 - Present
Fidelity Investments Canada December 2004 - May 2007
Fidelity Investments 2004 - 2007
Yahoo! Canada 2002 - 2004
Education
Ryerson University 1992 — 1996
Business Management, Marketing
Mark Dusel's Fidelity Investments Experience December 1995 - December 2008
Job Consultant at Metrosolutions
Industry Financial Services
Experience
Metrosolutions August 2009 - Present
Fidelity Investments December 1995 - December 2008
Fidelity Investements 1994 - 2008
Fleet Bank April 1994 - December 1995
Mellon Bank June 1989 - June 1993
Prime Computer 1984 - 1989
Skills
Vendor Management, Business Analysis, Financial Services, Process Improvement, Program Management, Risk Management, Requirements Analysis, Enterprise Architecture, IT Strategy, Agile Methodologies, Investments, Equities, Project Management, Business Intelligence, Business Process..., SDLC
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Accounting and Finance
Saint Anselm College 1976 — 1980
B. A., Economics and Business
Metrosolutions August 2009 - Present
Fidelity Investments December 1995 - December 2008
Fidelity Investements 1994 - 2008
Fleet Bank April 1994 - December 1995
Mellon Bank June 1989 - June 1993
Prime Computer 1984 - 1989
Skills
Vendor Management, Business Analysis, Financial Services, Process Improvement, Program Management, Risk Management, Requirements Analysis, Enterprise Architecture, IT Strategy, Agile Methodologies, Investments, Equities, Project Management, Business Intelligence, Business Process..., SDLC
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Accounting and Finance
Saint Anselm College 1976 — 1980
B. A., Economics and Business
Heather Silva's Fidelity Investments Experience 1999 - June 2008
Job Assistant to Chairman and CEO
Industry Environmental Services
Experience
Camp Dresser & McKee Inc. June 2008 - Present
Fidelity Investments 1999 - June 2008
Education
Rutgers University-New Brunswick 1988 — 1992
Camp Dresser & McKee Inc. June 2008 - Present
Fidelity Investments 1999 - June 2008
Education
Rutgers University-New Brunswick 1988 — 1992
Paul McKinlay, CFA, CAIA's Fidelity Investments Experience September 2009 - July 2013
Job Vice President at Wellington Financial LP
Industry Venture Capital & Private Equity
Experience
Wellington Financial LP August 2015 - Present
Wellington Financial LP December 2014 - Present
Wellington Financial LP July 2013 - December 2014
Fidelity Investments September 2009 - July 2013
Fidelity Investments September 2009 - September 2010
HSBC Bank Canada April 2008 - September 2008
HSBC Securities April 2007 - September 2007
Skills
Investments, Asset Allocation, Venture Capital, Derivatives, Business Development, Securities, Competitive Analysis, Wealth Management, Mutual Funds, Sales, Asset Management, Financial Services, Options, Investment Advisory, Portfolio Management
Education
Chartered Financial Analyst Institute
CFA, CFA Charterholder
Chartered Alternative Investment Analyst Association 2010 — 2011
CAIA Charterholder, Alternative Investments
Canadian Securities Institute 2008 — 2010
CSC, CPH, DFC, OLC, Securities and Derivatives
Ryerson University 2005 — 2009
BComm, Finance, Management
Wellington Financial LP August 2015 - Present
Wellington Financial LP December 2014 - Present
Wellington Financial LP July 2013 - December 2014
Fidelity Investments September 2009 - July 2013
Fidelity Investments September 2009 - September 2010
HSBC Bank Canada April 2008 - September 2008
HSBC Securities April 2007 - September 2007
Skills
Investments, Asset Allocation, Venture Capital, Derivatives, Business Development, Securities, Competitive Analysis, Wealth Management, Mutual Funds, Sales, Asset Management, Financial Services, Options, Investment Advisory, Portfolio Management
Education
Chartered Financial Analyst Institute
CFA, CFA Charterholder
Chartered Alternative Investment Analyst Association 2010 — 2011
CAIA Charterholder, Alternative Investments
Canadian Securities Institute 2008 — 2010
CSC, CPH, DFC, OLC, Securities and Derivatives
Ryerson University 2005 — 2009
BComm, Finance, Management
Joseph Woldemariam's Fidelity Investments Experience May 2005 - April 2009
Job Group Benefits Manager
Industry Financial Services
Experience
HUB Financial Inc. May 2014 - Present
Benecaid Health Benefit Solutions January 2013 - May 2014
Encon December 2010 - February 2013
Expert Personnal Staffing February 2009 - January 2011
Fidelity Investments May 2005 - April 2009
R&R Marketing Promotions January 2002 - April 2006
Skills
Recruiting, Business Strategy, Strategic Planning, Financial Analysis, Talent Acquisition, Health Insurance, Risk Management, Investments, Banking, Executive Search, Business Analysis, Management Consulting, Claims Management, Disability Insurance, Change Management, Disability Benefits, Health & Welfare..., Life & Health Insurance..., Renewal Retention, Benefits Analysis
Education
Ryerson University
Seneca College of Applied Arts and Technology
HUB Financial Inc. May 2014 - Present
Benecaid Health Benefit Solutions January 2013 - May 2014
Encon December 2010 - February 2013
Expert Personnal Staffing February 2009 - January 2011
Fidelity Investments May 2005 - April 2009
R&R Marketing Promotions January 2002 - April 2006
Skills
Recruiting, Business Strategy, Strategic Planning, Financial Analysis, Talent Acquisition, Health Insurance, Risk Management, Investments, Banking, Executive Search, Business Analysis, Management Consulting, Claims Management, Disability Insurance, Change Management, Disability Benefits, Health & Welfare..., Life & Health Insurance..., Renewal Retention, Benefits Analysis
Education
Ryerson University
Seneca College of Applied Arts and Technology
Eugen Boangiu's Fidelity Investments Experience February 1998 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments February 1998 - Present
Allstate August 1997 - February 1998
IFDS May 1996 - August 1997
Mentalogic Systems Inc. April 1994 - May 1995
HIDROTIM SA January 1993 - December 1993
Electronic Motion Control Systems March 1991 - June 1992
Skills
Requirements Gathering, SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, User Acceptance Testing, Data Warehousing
Education
Ryerson University 2003 — 2004
Certificate, Programming
Institute for Computer Studies 1995 — 1996
Certificate, Computer Studies
1984 — 1990
Computers
1983 — 1983
Mechanics
Liceul de informatica Grigore Moisil 1978 — 1982
Fidelity Investments February 1998 - Present
Allstate August 1997 - February 1998
IFDS May 1996 - August 1997
Mentalogic Systems Inc. April 1994 - May 1995
HIDROTIM SA January 1993 - December 1993
Electronic Motion Control Systems March 1991 - June 1992
Skills
Requirements Gathering, SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, User Acceptance Testing, Data Warehousing
Education
Ryerson University 2003 — 2004
Certificate, Programming
Institute for Computer Studies 1995 — 1996
Certificate, Computer Studies
1984 — 1990
Computers
1983 — 1983
Mechanics
Liceul de informatica Grigore Moisil 1978 — 1982
David Thornhill's Fidelity Investments Experience 2007 - 2008
Job Senior Learning and Development Consultant at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun LIfe Financial January 2005 - August 2013
Fidelity Investments 2007 - 2008
Sun LIfe Financial January 2000 - January 2003
Sun Life Financial January 1999 - January 2000
Derry Cooperative School District September 1998 - June 1999
Derry Cooperative School District January 1998 - January 1999
Skills
Instructional Design
Education
Suffolk University 2004 — 2007
Masters of Science, Adult and Organizational Learning2007
Saint Anselm College 1994 — 1998
Certificate, Secondary Education
Saint Anselm College 1994 — 1998
Bachelor of Arts, History
Delaware Life August 2013 - Present
Sun LIfe Financial January 2005 - August 2013
Fidelity Investments 2007 - 2008
Sun LIfe Financial January 2000 - January 2003
Sun Life Financial January 1999 - January 2000
Derry Cooperative School District September 1998 - June 1999
Derry Cooperative School District January 1998 - January 1999
Skills
Instructional Design
Education
Suffolk University 2004 — 2007
Masters of Science, Adult and Organizational Learning2007
Saint Anselm College 1994 — 1998
Certificate, Secondary Education
Saint Anselm College 1994 — 1998
Bachelor of Arts, History
Ange Holmes's Fidelity Investments Experience July 1999 - December 2007
Job Implementation Analyst at ConnectedHealth
Industry Outsourcing/Offshoring
Experience
Geneia May 2015 - Present
ConnectedHealth September 2013 - May 2015
Choicelinx September 2012 - September 2013
NuView Systems January 2012 - August 2012
Choicelinx July 2010 - January 2012
Choicelinx December 2007 - July 2010
Fidelity Investments July 1999 - December 2007
NH Exteriors, Inc January 1998 - July 1999
Shepherd Surveillance, Inc May 1997 - January 1998
Skills
Business Requirements, Requirements Gathering, Business Analysis, Benefits Administration, Software Documentation, Project Management, Quality Assurance, Requirements Analysis, Procedural Documentation, SharePoint, SQL Report Writing, Application..., Vendor Management Skills, Conflict Management, BRIX, Vendor Management
Education
Saint Anselm College 1993 — 1996
BA, Business
Geneia May 2015 - Present
ConnectedHealth September 2013 - May 2015
Choicelinx September 2012 - September 2013
NuView Systems January 2012 - August 2012
Choicelinx July 2010 - January 2012
Choicelinx December 2007 - July 2010
Fidelity Investments July 1999 - December 2007
NH Exteriors, Inc January 1998 - July 1999
Shepherd Surveillance, Inc May 1997 - January 1998
Skills
Business Requirements, Requirements Gathering, Business Analysis, Benefits Administration, Software Documentation, Project Management, Quality Assurance, Requirements Analysis, Procedural Documentation, SharePoint, SQL Report Writing, Application..., Vendor Management Skills, Conflict Management, BRIX, Vendor Management
Education
Saint Anselm College 1993 — 1996
BA, Business
Keri O'Brien's Fidelity Investments Experience 2001 - 2006
Job Senior Vice President, Bank of America
Industry Marketing and Advertising
Experience
Bank of America July 2014 - Present
Bank of America January 2014 - July 2014
Bank of America June 2009 - December 2013
HNW June 2007 - June 2009
Bank of America January 2006 - June 2007
Fidelity Investments 2001 - 2006
FundsDistributor 1999 - 2001
Skills
Brand Development
Education
Saint Anselm College 1993 — 1997
BA, Business
Notre Dame Academy 1989 — 1993
Bank of America July 2014 - Present
Bank of America January 2014 - July 2014
Bank of America June 2009 - December 2013
HNW June 2007 - June 2009
Bank of America January 2006 - June 2007
Fidelity Investments 2001 - 2006
FundsDistributor 1999 - 2001
Skills
Brand Development
Education
Saint Anselm College 1993 — 1997
BA, Business
Notre Dame Academy 1989 — 1993
Janet Tehara's Fidelity Investments Experience 1998 - 2003
Job Business Analyst at Healthcare of Ontario Pension Plan
Industry Financial Services
Experience
Healthcare of Ontario Pension Plan May 2010 - Present
CIBC Wealth Management August 2009 - February 2010
Hospitals of Ontario Pension Plan April 2004 - December 2007
Ontario Municipal Economic Infrastructure Financing Authority October 2003 - April 2004
Fidelity Investments 1998 - 2003
Fidelity Investments 1996 - 1998
Skills
Business Requirements, User Acceptance Testing, SDLC, Analysis, Software Documentation, Requirements Gathering, Business Process, Business Analysis
Education
Ryerson University
Healthcare of Ontario Pension Plan May 2010 - Present
CIBC Wealth Management August 2009 - February 2010
Hospitals of Ontario Pension Plan April 2004 - December 2007
Ontario Municipal Economic Infrastructure Financing Authority October 2003 - April 2004
Fidelity Investments 1998 - 2003
Fidelity Investments 1996 - 1998
Skills
Business Requirements, User Acceptance Testing, SDLC, Analysis, Software Documentation, Requirements Gathering, Business Process, Business Analysis
Education
Ryerson University
Kevin Grady, PMP's Fidelity Investments Experience March 2007 - Present
Job VP, Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Fidelity Investments December 2005 - March 2007
Fidelity Investments January 2005 - December 2005
Fidelity Investments February 2003 - January 2005
Fidelity Investments January 2002 - February 2003
Fidelity Investments April 2001 - February 2002
Fidelity Investments September 1996 - April 2001
Education
Saint Anselm College 1992 — 1996
BA, Business and Economics
Worcester Academy
Fidelity Investments March 2007 - Present
Fidelity Investments December 2005 - March 2007
Fidelity Investments January 2005 - December 2005
Fidelity Investments February 2003 - January 2005
Fidelity Investments January 2002 - February 2003
Fidelity Investments April 2001 - February 2002
Fidelity Investments September 1996 - April 2001
Education
Saint Anselm College 1992 — 1996
BA, Business and Economics
Worcester Academy
Susan Ensenat's Fidelity Investments Experience February 2004 - June 2012
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC March 2014 - Present
Silicon Valley Bank June 2012 - August 2013
Fidelity Investments February 2004 - June 2012
Skills
Relationship Management, Retirement Planning, Life Insurance, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Networking, Customer Satisfaction, Permanent Life Insurance, Multi-generational..., Multi-generational..., Problem Solving, Wealth Preservation..., Estate Planning, Education Funding, Seminar Marketing
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2003
Bachelor of Science (BS), Finance, General
NYLIFE Securities LLC March 2014 - Present
Silicon Valley Bank June 2012 - August 2013
Fidelity Investments February 2004 - June 2012
Skills
Relationship Management, Retirement Planning, Life Insurance, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Networking, Customer Satisfaction, Permanent Life Insurance, Multi-generational..., Multi-generational..., Problem Solving, Wealth Preservation..., Estate Planning, Education Funding, Seminar Marketing
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2003
Bachelor of Science (BS), Finance, General
Matt Mandola's Fidelity Investments Experience May 2009 - Present
Job Collector/Trader of Rare Memorabilia
Industry Entertainment
Experience
Liquid Rarities May 2011 - Present
Fidelity Investments May 2009 - Present
Barclays Capital 1996 - April 2009
Fagenson and Co. / VDM July 1996 - 2007
Skills
Business, Trading Systems, Series 7, Series 63, Trading, Bloomberg, Securities, Derivatives, ETFs, Fixed Income, Trading Strategies, Technical Analysis, Bloomberg Terminal, FX Options, Capital Markets, Investments, Asset Allocation, Alternative Investments
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelors, Economics, Philosophy
Liquid Rarities May 2011 - Present
Fidelity Investments May 2009 - Present
Barclays Capital 1996 - April 2009
Fagenson and Co. / VDM July 1996 - 2007
Skills
Business, Trading Systems, Series 7, Series 63, Trading, Bloomberg, Securities, Derivatives, ETFs, Fixed Income, Trading Strategies, Technical Analysis, Bloomberg Terminal, FX Options, Capital Markets, Investments, Asset Allocation, Alternative Investments
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelors, Economics, Philosophy
Tom Maszczak's Fidelity Investments Experience September 1987 - April 2014
Job Senior Manager, Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1987 - April 2014
Various July 1972 - September 1987
Skills
Business Analysis, Management, Software Project..., Project Management, Quality Assurance, ITIL, Production Support, Vendor Management, Mainframe, Outsourcing, Software Development, Testing, Program Management, Release Management, Waterfall, PMO, Visio, Software Documentation, Leadership, Requirements Analysis, Software Engineering, Team Management, Human Resources, SDLC, PMP, Agile Methodologies, Risk Management, Oracle
Education
Rutgers, The State University of New Jersey-Newark 1968 — 1972
Fidelity Investments September 1987 - April 2014
Various July 1972 - September 1987
Skills
Business Analysis, Management, Software Project..., Project Management, Quality Assurance, ITIL, Production Support, Vendor Management, Mainframe, Outsourcing, Software Development, Testing, Program Management, Release Management, Waterfall, PMO, Visio, Software Documentation, Leadership, Requirements Analysis, Software Engineering, Team Management, Human Resources, SDLC, PMP, Agile Methodologies, Risk Management, Oracle
Education
Rutgers, The State University of New Jersey-Newark 1968 — 1972
Joshua New's Fidelity Investments Experience April 2006 - January 2007
Job Intern Therapist at Counseling and Psycotherapy Center Inc.
Industry Mental Health Care
Experience
Counseling and Psycotherapy Center Inc. September 2009 - Present
Saco Island Institute for Trauma and Recovery August 2009 - Present
University of New England September 2007 - Present
Connections For Kids February 2007 - Present
Mercy Recovery August 2008 - January 2009
Fidelity Investments April 2006 - January 2007
Primerica Financial Services March 2004 - April 2006
Education
University of New England 2007 — 2010
MSW, Social Policy
University of Southern Maine 1999 — 2004
BS, Information Technology
Saddleback College 1998 — 1998
Human Services
Counseling and Psycotherapy Center Inc. September 2009 - Present
Saco Island Institute for Trauma and Recovery August 2009 - Present
University of New England September 2007 - Present
Connections For Kids February 2007 - Present
Mercy Recovery August 2008 - January 2009
Fidelity Investments April 2006 - January 2007
Primerica Financial Services March 2004 - April 2006
Education
University of New England 2007 — 2010
MSW, Social Policy
University of Southern Maine 1999 — 2004
BS, Information Technology
Saddleback College 1998 — 1998
Human Services
Andrew Girard's Fidelity Investments Experience 2004 - 2006
Job Vice President at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street May 2013 - June 2015
State Street December 2010 - May 2013
State Street September 2008 - December 2010
State Street April 2006 - September 2008
Fidelity Investments 2004 - 2006
AutoFair Automotive Group August 2003 - May 2004
Education
Brandeis University - International Business School 2007 — 2009
Master of Science in Finance
Saint Anselm College 1999 — 2003
BA
State Street June 2015 - Present
State Street May 2013 - June 2015
State Street December 2010 - May 2013
State Street September 2008 - December 2010
State Street April 2006 - September 2008
Fidelity Investments 2004 - 2006
AutoFair Automotive Group August 2003 - May 2004
Education
Brandeis University - International Business School 2007 — 2009
Master of Science in Finance
Saint Anselm College 1999 — 2003
BA
Jeremy T. Fernald's Fidelity Investments Experience September 2011 - February 2014
Job Finance and High End Beverage Sales Professional in the Dallas/Ft. Worth area
Industry Financial Services
Experience
Anheuser-Busch June 2015 - Present
Andrews Distributing March 2015 - June 2015
Su Vino Winery November 2014 - February 2015
Great State Beverages, Inc. February 2014 - October 2014
Fidelity Investments September 2011 - February 2014
Fidelity Investments August 2007 - December 2011
Su Vino Winery May 2008 - June 2010
Fidelity Investments March 2002 - August 2007
Skills
Training, Process Improvement, Mutual Funds, Leadership, Investments, Analysis, Customer Service, Team Building, Coaching, Fixed Annuities, Financial Analysis, Finance, Marketing, Project Management, Sales, Financial Services, Microsoft Excel, Team Leadership, Risk Management, Business Analysis
Education
Saint Anselm College 1996 — 2000
BA, Criminal Justice, Business
Anheuser-Busch June 2015 - Present
Andrews Distributing March 2015 - June 2015
Su Vino Winery November 2014 - February 2015
Great State Beverages, Inc. February 2014 - October 2014
Fidelity Investments September 2011 - February 2014
Fidelity Investments August 2007 - December 2011
Su Vino Winery May 2008 - June 2010
Fidelity Investments March 2002 - August 2007
Skills
Training, Process Improvement, Mutual Funds, Leadership, Investments, Analysis, Customer Service, Team Building, Coaching, Fixed Annuities, Financial Analysis, Finance, Marketing, Project Management, Sales, Financial Services, Microsoft Excel, Team Leadership, Risk Management, Business Analysis
Education
Saint Anselm College 1996 — 2000
BA, Criminal Justice, Business
Chris Bodaglo's Fidelity Investments Experience March 2000 - February 2009
Job Global Ebusiness Manager Canada Russell Investments
Industry Marketing and Advertising
Experience
Russell Investments September 2010 - Present
AETO 2009 - Present
Slyngshot Solutions 2002 - Present
Signature Vacations 2009 - 2010
Fidelity Retirement Services 2000 - March 2009
Fidelity Investments March 2000 - February 2009
MacTemps 1998 - 2000
MacTemps 1998 - 2000
Skills
Web Design, Graphic Design, Motion Graphics, jQuery, ASP.NET, CSS, Illustrator, Cinema 4D, Unity3D, Post Production, Mobile Applications, Adobe Creative Suite, User Interface Design, User Experience, Dreamweaver, Advertising, User Interface, Flash, Creative Direction, Interaction Design, Information Architecture, After Effects, Corporate Branding, Flash Animation, WordPress, Logo Design, Art Direction, Graphics, Brand Development, Illustration, Video Editing, Typography, Photoshop, CMS, Multimedia, Mac, InDesign, Adobe Fireworks, Website Development, Corporate Identity, XHTML, User Experience Design, ActionScript, Branding & Identity, Brochures, Email Marketing, SEO, Web Development, HTML 5, Layout
Education
Ryerson University 2006 — 2007
University of Manitoba 1991 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
Maples Collegiate 1989 — 1992
Russell Investments September 2010 - Present
AETO 2009 - Present
Slyngshot Solutions 2002 - Present
Signature Vacations 2009 - 2010
Fidelity Retirement Services 2000 - March 2009
Fidelity Investments March 2000 - February 2009
MacTemps 1998 - 2000
MacTemps 1998 - 2000
Skills
Web Design, Graphic Design, Motion Graphics, jQuery, ASP.NET, CSS, Illustrator, Cinema 4D, Unity3D, Post Production, Mobile Applications, Adobe Creative Suite, User Interface Design, User Experience, Dreamweaver, Advertising, User Interface, Flash, Creative Direction, Interaction Design, Information Architecture, After Effects, Corporate Branding, Flash Animation, WordPress, Logo Design, Art Direction, Graphics, Brand Development, Illustration, Video Editing, Typography, Photoshop, CMS, Multimedia, Mac, InDesign, Adobe Fireworks, Website Development, Corporate Identity, XHTML, User Experience Design, ActionScript, Branding & Identity, Brochures, Email Marketing, SEO, Web Development, HTML 5, Layout
Education
Ryerson University 2006 — 2007
University of Manitoba 1991 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
Maples Collegiate 1989 — 1992
Shabana Patel's Fidelity Investments Experience 2004 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Guidance Realty Homes 2014 - 2014
Guidance Realty Homes 2014 - 2014
Nitin Enterprises 2011 - 2011
Fidelity Investments 2004 - 2007
Education
Ryerson University 2002 — 2006
Guidance Realty Homes 2014 - 2014
Guidance Realty Homes 2014 - 2014
Nitin Enterprises 2011 - 2011
Fidelity Investments 2004 - 2007
Education
Ryerson University 2002 — 2006
Jason Celentano's Fidelity Investments Experience October 2007 - February 2009
Job VP Administrative Manager
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
TD Ameritrade August 2009 - August 2013
Fidelity Investments October 2007 - February 2009
TD Ameritrade 1997 - 2006
Skills
Wealth Management, Uniform Combined State..., Team Building, Strategic Financial..., Series 7, Series 63, Series 24, Securities, Mutual Funds, Investments, Investment Advisory, Financial Services, Financial Planning, Equities, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1995
BS, Finance
Merrill Lynch August 2013 - Present
TD Ameritrade August 2009 - August 2013
Fidelity Investments October 2007 - February 2009
TD Ameritrade 1997 - 2006
Skills
Wealth Management, Uniform Combined State..., Team Building, Strategic Financial..., Series 7, Series 63, Series 24, Securities, Mutual Funds, Investments, Investment Advisory, Financial Services, Financial Planning, Equities, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1995
BS, Finance
Dan Trainor's Fidelity Investments Experience January 2005 - February 2009
Job Relationship Manager, Designated Brokerage Services at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
Karl Venemore's Fidelity Investments Experience 2004 - 2005
Job Data Analyst at CPP Investment Board
Industry Financial Services
Experience
CPP Investment Board June 2011 - Present
StateStreet Investments July 2007 - May 2011
Investors Bank and Trust May 2005 - June 2007
Fidelity Investments 2004 - 2005
Skills
Bloomberg Terminal, Mutual Funds, Bloomberg, Fixed Income, Equities, Derivatives, Wealth Management, Corporate Actions, Securities, Hedge Funds, Market Data, Alternative Investments, Financial Markets, Capital Markets, Investment Management, Asset Management, Options, Bonds, Portfolio Management, FX Options, Valuation, Financial Services, Investment Strategies, Asset Allocation, Fund Accounting, Equity Research, Data Analysis, Reference Data, VBA, Investment Banking, Investments
Education
Ryerson University 1999 — 2003
Bachelor of Arts, Geographic Analysis
CPP Investment Board June 2011 - Present
StateStreet Investments July 2007 - May 2011
Investors Bank and Trust May 2005 - June 2007
Fidelity Investments 2004 - 2005
Skills
Bloomberg Terminal, Mutual Funds, Bloomberg, Fixed Income, Equities, Derivatives, Wealth Management, Corporate Actions, Securities, Hedge Funds, Market Data, Alternative Investments, Financial Markets, Capital Markets, Investment Management, Asset Management, Options, Bonds, Portfolio Management, FX Options, Valuation, Financial Services, Investment Strategies, Asset Allocation, Fund Accounting, Equity Research, Data Analysis, Reference Data, VBA, Investment Banking, Investments
Education
Ryerson University 1999 — 2003
Bachelor of Arts, Geographic Analysis
Dalbeer Brar's Fidelity Investments Experience 2005 - 2006
Job Consultant
Industry Telecommunications
Experience
Rogers Communications March 2013 - Present
Amdocs September 2008 - February 2013
Hewitt Associates April 2006 - September 2008
Fidelity Investments 2005 - 2006
Skills
SDLC, Requirements Analysis, Solution Architecture, Process Improvement, Analysis, Business Process, Testing, Test Planning
Education
Ryerson University 2001 — 2005
BComm, Information Technology Management
Ryerson University
Rogers Communications March 2013 - Present
Amdocs September 2008 - February 2013
Hewitt Associates April 2006 - September 2008
Fidelity Investments 2005 - 2006
Skills
SDLC, Requirements Analysis, Solution Architecture, Process Improvement, Analysis, Business Process, Testing, Test Planning
Education
Ryerson University 2001 — 2005
BComm, Information Technology Management
Ryerson University
Lynne Tracey, CPA, MBA's Fidelity Investments Experience August 1991 - July 1996
Job Accountant
Industry Financial Services
Experience
Fiscal Alchemy LLC January 2007 - Present
New York Mortgage Trust April 2007 - August 2010
ICAP, North America June 2005 - February 2007
Mellon Financial Corp February 2002 - June 2005
Dean Witter Reynolds/Morgan Stanley July 2001 - February 2002
Quick & Reilly/Fleet Bank April 2000 - July 2001
Goldstein, Golub & Kessler/American Express December 1998 - April 2000
Charles Schwab & Co July 1996 - December 1998
Fidelity Investments August 1991 - July 1996
Christian Salvesen January 1989 - January 1991
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Cash Management, Systems and Software..., Auditing, Forecasting, Mergers & Acquisitions, Risk Management, Internal Controls, Capital Markets, Due Diligence, Fixed Income, Securities, Finance, Internal Audit, Equities, Mutual Funds, Financial Services, Management, Analysis, Strategy
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Finance
Douglass College 1979 — 1983
BA, Economics, Accounting
North Bergen High School 1976 — 1979
Fiscal Alchemy LLC January 2007 - Present
New York Mortgage Trust April 2007 - August 2010
ICAP, North America June 2005 - February 2007
Mellon Financial Corp February 2002 - June 2005
Dean Witter Reynolds/Morgan Stanley July 2001 - February 2002
Quick & Reilly/Fleet Bank April 2000 - July 2001
Goldstein, Golub & Kessler/American Express December 1998 - April 2000
Charles Schwab & Co July 1996 - December 1998
Fidelity Investments August 1991 - July 1996
Christian Salvesen January 1989 - January 1991
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Cash Management, Systems and Software..., Auditing, Forecasting, Mergers & Acquisitions, Risk Management, Internal Controls, Capital Markets, Due Diligence, Fixed Income, Securities, Finance, Internal Audit, Equities, Mutual Funds, Financial Services, Management, Analysis, Strategy
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Finance
Douglass College 1979 — 1983
BA, Economics, Accounting
North Bergen High School 1976 — 1979
Justin Cusano's Fidelity Investments Experience August 2011 - Present
Job Technical Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments May 2004 - August 2011
Health Net, Inc January 2001 - January 2004
Mediapost Communications January 2000 - January 2001
SiteTrends Inc January 1999 - January 2000
Aon Consulting Inc January 1997 - January 1999
Skills
Agile Methodologies, Oracle, CRM, SQL, Access, Databases, Project Management, Analysis, Data Warehousing, Microsoft SQL Server, Management, Data Analysis, Systems Analysis, HTML, Web Applications, Database Administration, Business Objects, Business Development, HRIS, Team Management, Microsoft Excel, SDLC, Vendor Management, Business Analysis, Process Improvement, Requirements Analysis, PMP, Business Requirements, Requirements Gathering, Business Process..., Financial Services, Business Intelligence, Integration, Business Process, Microsoft Word, Testing, Visual Basic, JavaScript, Employee Benefits, Visio, Solution Architecture, Software Project..., Software Documentation, PL/SQL, Project Portfolio..., Database Design, PMO, Oracle E-Business Suite, IT Service Management, System Administration
Education
Sacred Heart University
Master, Business Administration; Management of Information Systems
Bryant College
Bachelor of Science, Business Administration; Management
Fidelity Investments August 2011 - Present
Fidelity Investments May 2004 - August 2011
Health Net, Inc January 2001 - January 2004
Mediapost Communications January 2000 - January 2001
SiteTrends Inc January 1999 - January 2000
Aon Consulting Inc January 1997 - January 1999
Skills
Agile Methodologies, Oracle, CRM, SQL, Access, Databases, Project Management, Analysis, Data Warehousing, Microsoft SQL Server, Management, Data Analysis, Systems Analysis, HTML, Web Applications, Database Administration, Business Objects, Business Development, HRIS, Team Management, Microsoft Excel, SDLC, Vendor Management, Business Analysis, Process Improvement, Requirements Analysis, PMP, Business Requirements, Requirements Gathering, Business Process..., Financial Services, Business Intelligence, Integration, Business Process, Microsoft Word, Testing, Visual Basic, JavaScript, Employee Benefits, Visio, Solution Architecture, Software Project..., Software Documentation, PL/SQL, Project Portfolio..., Database Design, PMO, Oracle E-Business Suite, IT Service Management, System Administration
Education
Sacred Heart University
Master, Business Administration; Management of Information Systems
Bryant College
Bachelor of Science, Business Administration; Management
Sharan Talwar's Fidelity Investments Experience 2015 - 2015
Job Programmer Analyst at Fortira INC
Industry Information Technology and Services
Experience
Fortira INC March 2013 - Present
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
CS ACQUISITION CORPORATION March 2012 - March 2013
CS ACQUISITION CORPORATION November 2011 - April 2012
CS ACQUISITION CORPORATION May 2011 - October 2011
Skills
Java, Software Engineering, Programming, Servlets, JSP, HTML, CSS, jQuery, Struts, Spring MVC, Spring Integration, Hibernate, Oracle, AJAX
Education
Rutgers University-New Brunswick 2008 — 2011
MASTER'S, ELECTRICAL & COMPUTER ENGINEERING
Bangalore Institute Of Technology 2004 — 2008
Bachelor's Degree, Electronics & Communication(EC)
Fortira INC March 2013 - Present
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
CS ACQUISITION CORPORATION March 2012 - March 2013
CS ACQUISITION CORPORATION November 2011 - April 2012
CS ACQUISITION CORPORATION May 2011 - October 2011
Skills
Java, Software Engineering, Programming, Servlets, JSP, HTML, CSS, jQuery, Struts, Spring MVC, Spring Integration, Hibernate, Oracle, AJAX
Education
Rutgers University-New Brunswick 2008 — 2011
MASTER'S, ELECTRICAL & COMPUTER ENGINEERING
Bangalore Institute Of Technology 2004 — 2008
Bachelor's Degree, Electronics & Communication(EC)
Meenal Pandya's Fidelity Investments Experience January 2012 - December 2012
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - December 2012
Mercer Investment Consulting July 2011 - July 2011
Netixis Global March 2010 - May 2010
Fidelity Investments July 2007 - February 2009
Skills
White Papers, Financial Markets, Web Content, Writing, Banking, Blogging, Press Releases, Newsletters, Financial Services, Marketing
Education
Sacred Heart University
MBA, Finance
Fidelity Investments January 2012 - December 2012
Mercer Investment Consulting July 2011 - July 2011
Netixis Global March 2010 - May 2010
Fidelity Investments July 2007 - February 2009
Skills
White Papers, Financial Markets, Web Content, Writing, Banking, Blogging, Press Releases, Newsletters, Financial Services, Marketing
Education
Sacred Heart University
MBA, Finance
Michael Thompson PMP's Fidelity Investments Experience July 2007 - Present
Job Telecom Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Fidelity Investments June 2000 - June 2007
Cable and Wireless Jamaica Ltd June 1994 - October 1999
Skills
Vendor Management, ITIL, IT Strategy, IT Operations, Certified Project..., MS Project, Project Delivery, Risk Management, Project Planning, Team Leadership, Visio, Disaster Recovery
Education
Ryerson University 2001 — 2005
BComm, Information Technology Management
Fidelity Investments July 2007 - Present
Fidelity Investments June 2000 - June 2007
Cable and Wireless Jamaica Ltd June 1994 - October 1999
Skills
Vendor Management, ITIL, IT Strategy, IT Operations, Certified Project..., MS Project, Project Delivery, Risk Management, Project Planning, Team Leadership, Visio, Disaster Recovery
Education
Ryerson University 2001 — 2005
BComm, Information Technology Management
Vikas Pathak's Fidelity Investments Experience January 2012 - Present
Job Principal Quality Assurance Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2012 - Present
Collaborative Consulting November 2008 - June 2015
CVS Caremark October 2009 - October 2011
Houghton Mifflin Harcourt November 2008 - January 2009
Healthways 2009 - 2009
MetLife January 2006 - May 2008
Sovereign Bank 2008 - 2008
Motorola Canada July 2005 - January 2006
TELUS 2005 - 2005
Accenture Technology Solutions 2005 - 2005
Skills
Performance Testing, LoadRunner, Quality Assurance, Test Automation, Quality Center, Java, Testing, Windows, Test Director, SQL, J2EE, Software Quality..., Websphere, QTP, Unix, Linux, C, Operating Systems, Performance Engineering, Performance Tuning, Agile, HP, Test Management, Troubleshooting, System Testing, HTML, Web Applications, Java Enterprise Edition, Agile Methodologies, Test Planning
Education
AIS - HP Performance Center v9
AIS – Infrastructure Monitoring using HP SiteScope v9
Oracle Certified Associate
Ryerson University
Bachelors of Engineering, Electrical
Fidelity Investments January 2012 - Present
Collaborative Consulting November 2008 - June 2015
CVS Caremark October 2009 - October 2011
Houghton Mifflin Harcourt November 2008 - January 2009
Healthways 2009 - 2009
MetLife January 2006 - May 2008
Sovereign Bank 2008 - 2008
Motorola Canada July 2005 - January 2006
TELUS 2005 - 2005
Accenture Technology Solutions 2005 - 2005
Skills
Performance Testing, LoadRunner, Quality Assurance, Test Automation, Quality Center, Java, Testing, Windows, Test Director, SQL, J2EE, Software Quality..., Websphere, QTP, Unix, Linux, C, Operating Systems, Performance Engineering, Performance Tuning, Agile, HP, Test Management, Troubleshooting, System Testing, HTML, Web Applications, Java Enterprise Edition, Agile Methodologies, Test Planning
Education
AIS - HP Performance Center v9
AIS – Infrastructure Monitoring using HP SiteScope v9
Oracle Certified Associate
Ryerson University
Bachelors of Engineering, Electrical
Parvez Bhura's Fidelity Investments Experience May 2008 - October 2009
Job Client Manager at Morneau Shepell
Industry Financial Services
Experience
Morneau Shepell 2014 - Present
Morneau Shepell 2013 - 2014
CPAS Systems Inc. August 2010 - 2013
Fidelity Investments May 2008 - October 2009
Fidelity Investments November 2006 - April 2008
Fidelity Investments September 2004 - October 2006
Fidelity Investments April 2003 - August 2004
Manulife Financial January 2001 - January 2003
Skills
Defined Benefit, Manage Client..., Defined Contribution, Pensions, Retirement, 401k, Pension Administration, Benefits Administration, Process Improvement, CRM, Human Resources, Employee Benefits, Business Requirements, Financial Services, Team Leadership, Relationship Management, Leadership, Requirements Gathering, Business Analysis, Management, Analysis, Project Management, Performance Management
Education
Ryerson University 2007 — 2010
Business Management
Morneau Shepell 2014 - Present
Morneau Shepell 2013 - 2014
CPAS Systems Inc. August 2010 - 2013
Fidelity Investments May 2008 - October 2009
Fidelity Investments November 2006 - April 2008
Fidelity Investments September 2004 - October 2006
Fidelity Investments April 2003 - August 2004
Manulife Financial January 2001 - January 2003
Skills
Defined Benefit, Manage Client..., Defined Contribution, Pensions, Retirement, 401k, Pension Administration, Benefits Administration, Process Improvement, CRM, Human Resources, Employee Benefits, Business Requirements, Financial Services, Team Leadership, Relationship Management, Leadership, Requirements Gathering, Business Analysis, Management, Analysis, Project Management, Performance Management
Education
Ryerson University 2007 — 2010
Business Management
Kavita Nandlal, CHRL, CEBS, PPAC's Fidelity Investments Experience 2004 - 2006
Job HR/Pension & Benefits Professional
Industry Leisure, Travel & Tourism
Experience
The Hertz Corporation July 2006 - Present
Fidelity Investments 2004 - 2006
Skills
Employee Relations, Pension Administration, Group Benefit Plans, Payroll, Disability Management, Human Resources, Coaching, Employee Benefits, Employment Equity, Training, Time Management, HRIS, Onboarding, New Hire Orientations, Benefits Administration, Deferred Compensation, Succession Planning, HR Policies, Talent Acquisition, Applicant Tracking..., Job Descriptions, Hiring, Talent Management, Employee Engagement, Workforce Planning, Labor Relations, Performance Management, Personnel Management, Technical Recruiting, Interviews, Screening
Education
Ryerson University
Bachelor of Commerce (BComm), Human Resources Major, Accounting Minor
Ryerson University
Human Resources Management Certificate
The Hertz Corporation July 2006 - Present
Fidelity Investments 2004 - 2006
Skills
Employee Relations, Pension Administration, Group Benefit Plans, Payroll, Disability Management, Human Resources, Coaching, Employee Benefits, Employment Equity, Training, Time Management, HRIS, Onboarding, New Hire Orientations, Benefits Administration, Deferred Compensation, Succession Planning, HR Policies, Talent Acquisition, Applicant Tracking..., Job Descriptions, Hiring, Talent Management, Employee Engagement, Workforce Planning, Labor Relations, Performance Management, Personnel Management, Technical Recruiting, Interviews, Screening
Education
Ryerson University
Bachelor of Commerce (BComm), Human Resources Major, Accounting Minor
Ryerson University
Human Resources Management Certificate
Michael Banfield,CIM®'s Fidelity Investments Experience 1998 - 2002
Job Director, Product Management at Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments May 2015 - Present
Sun Life Global Investments August 2010 - May 2015
Canada Life September 2003 - August 2010
ROI Capital October 2002 - September 2003
Fidelity Investments 1998 - 2002
Skills
Strategic Financial..., Wealth Management, New Business Development, Strategic Planning, Insurance, Relationship Management, Retirement, Account Management, Fixed Annuities, Marketing Strategy, Marketing, Investment Advisory, Coaching, Financial Services, Disability Insurance, Financial Advisory, Business Development, Pensions, Asset Management, Investments, Mutual Funds
Education
Ryerson University 1991 — 1994
Bachelor of Applied Arts, Public Administration
Sun Life Global Investments May 2015 - Present
Sun Life Global Investments August 2010 - May 2015
Canada Life September 2003 - August 2010
ROI Capital October 2002 - September 2003
Fidelity Investments 1998 - 2002
Skills
Strategic Financial..., Wealth Management, New Business Development, Strategic Planning, Insurance, Relationship Management, Retirement, Account Management, Fixed Annuities, Marketing Strategy, Marketing, Investment Advisory, Coaching, Financial Services, Disability Insurance, Financial Advisory, Business Development, Pensions, Asset Management, Investments, Mutual Funds
Education
Ryerson University 1991 — 1994
Bachelor of Applied Arts, Public Administration
Justin Mucci's Fidelity Investments Experience January 2011 - April 2012
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Concord Wealth Management February 2014 - October 2014
Fidelity Capital Markets April 2012 - February 2014
Fidelity Investments January 2011 - April 2012
Fidelity Investments February 2010 - September 2011
Consolidated Dairies July 2006 - July 2007
Skills
Hold Series 7, 63, 4, Fixed Income
Education
Sacred Heart University 2002 — 2006
Bachelor's degree, Finance, Sports Management
UBS Wealth Management October 2014 - Present
Concord Wealth Management February 2014 - October 2014
Fidelity Capital Markets April 2012 - February 2014
Fidelity Investments January 2011 - April 2012
Fidelity Investments February 2010 - September 2011
Consolidated Dairies July 2006 - July 2007
Skills
Hold Series 7, 63, 4, Fixed Income
Education
Sacred Heart University 2002 — 2006
Bachelor's degree, Finance, Sports Management
Brock Dunlop's Fidelity Investments Experience January 2000 - Present
Job VP Finance at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2000 - Present
Skills
Financial Analysis, Financial Modeling, Asset Management, Business Strategy, Financial Planning
Education
Ryerson University 1990 — 1993
BBM, Finance
Fidelity Investments January 2000 - Present
Skills
Financial Analysis, Financial Modeling, Asset Management, Business Strategy, Financial Planning
Education
Ryerson University 1990 — 1993
BBM, Finance
Debbie Ali's Fidelity Investments Experience July 2001 - February 2003
Job Director, Planning & Management at Fidelity Clearing Canada
Industry Financial Services
Experience
Fidelity Clearing Canada September 2010 - Present
Fidelity Investments Canada ULC October 2009 - October 2010
Fidelity Investments Canada ULC March 2004 - September 2009
Fidelity Investments July 2001 - February 2003
Skills
Project Management, Vendor Management, Risk Management, Management, Strategy, Portfolio Management, Project Planning, Business Analysis, Investments, Financial Services, Process Improvement, Financial Analysis, Securities, Mutual Funds, SDLC
Education
Ryerson University 1980 — 1983
Accounting & Finance
Fidelity Clearing Canada September 2010 - Present
Fidelity Investments Canada ULC October 2009 - October 2010
Fidelity Investments Canada ULC March 2004 - September 2009
Fidelity Investments July 2001 - February 2003
Skills
Project Management, Vendor Management, Risk Management, Management, Strategy, Portfolio Management, Project Planning, Business Analysis, Investments, Financial Services, Process Improvement, Financial Analysis, Securities, Mutual Funds, SDLC
Education
Ryerson University 1980 — 1983
Accounting & Finance
Joseph McGee's Fidelity Investments Experience 2007 - 2009
Job Director Project Management Philips Healthcare
Industry Medical Devices
Experience
Philips September 2011 - Present
Philips Healthcare May 2009 - September 2011
Fidelity Investments 2007 - 2009
Fidelity 2007 - 2009
GE Capital June 1996 - March 2004
Skills
Project Management, Process Excellence, Black Belt, Cross-functional Team..., Process Improvement, Business Process..., Toyota Production System, Management, Six Sigma, Program Management, CRM, Leader of Project..., Salesforce.com..., Medical Devices, Integration, Business Process, Change Management, Strategy, Product Management
Education
Sacred Heart University 2000 — 2001
MBA, International Business, 3.8
Sacred Heart University
Bachelor's Degree, Finance and Financial Management Services, 3.8
Villanova University
PM Certification Program, Project Management
Philips September 2011 - Present
Philips Healthcare May 2009 - September 2011
Fidelity Investments 2007 - 2009
Fidelity 2007 - 2009
GE Capital June 1996 - March 2004
Skills
Project Management, Process Excellence, Black Belt, Cross-functional Team..., Process Improvement, Business Process..., Toyota Production System, Management, Six Sigma, Program Management, CRM, Leader of Project..., Salesforce.com..., Medical Devices, Integration, Business Process, Change Management, Strategy, Product Management
Education
Sacred Heart University 2000 — 2001
MBA, International Business, 3.8
Sacred Heart University
Bachelor's Degree, Finance and Financial Management Services, 3.8
Villanova University
PM Certification Program, Project Management
Erin McKinley's Fidelity Investments Experience June 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Merrill Lynch November 2013 - February 2014
Merrill Lynch January 2013 - November 2013
Merrill Lynch March 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Hong Kong Island Stingrays October 2007 - April 2009
Oasis Financial Partners December 2006 - September 2007
Johnson & Johnson September 2005 - March 2006
Skills
Fundraising, Public Speaking, Business Development, Nonprofits, Coaching
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
MBA, Global Business Management / Corporate Communication
Rutgers University-New Brunswick 2003 — 2006
BA, Communication, French Literature
Fidelity Investments June 2014 - Present
Merrill Lynch November 2013 - February 2014
Merrill Lynch January 2013 - November 2013
Merrill Lynch March 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Hong Kong Island Stingrays October 2007 - April 2009
Oasis Financial Partners December 2006 - September 2007
Johnson & Johnson September 2005 - March 2006
Skills
Fundraising, Public Speaking, Business Development, Nonprofits, Coaching
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
MBA, Global Business Management / Corporate Communication
Rutgers University-New Brunswick 2003 — 2006
BA, Communication, French Literature
Hanadi U's Fidelity Investments Experience February 2007 - August 2009
Job
Industry Information Technology and Services
Experience
Keyora Inc March 2013 - August 2013
Manulife Financial/ John Hancock January 2012 - September 2012
Tangerine December 2010 - January 2012
City of Toronto - Toronto Water January 2010 - August 2010
Fidelity Investments February 2007 - August 2009
Fidelity Investments November 2005 - February 2007
The Nuance Group July 2001 - October 2005
Skills
Software Documentation, MS Project, Quality Assurance, Requirements Gathering, SDLC, Access, Data Analysis, Analysis, Requirements Analysis, Systems Analysis, Business Intelligence, User Acceptance Testing, Visio, Team Leadership, Banking, Derivatives, SQL, Business Analysis, Business Process..., Outstanding..., Agile Methodologies, SAP ERP, Management, Strategy, Project Management, Training, Service Delivery, Integration, PMO, Project Portfolio..., Call Centers, Test Management, Business Process, Project Planning, Business Requirements, Project Delivery, Test Planning, IT Strategy, Process Improvement, Testing, Regression Testing, Leadership, ERP, Analytics, Business Objects, Vendor Management, SharePoint, Software Project..., Change Management, Risk Management
Education
Ryerson University 2007 — 2010
Bachelors in Commerce
Seneca College of Applied Arts and Technology 2001 — 2004
Diploma
Keyora Inc March 2013 - August 2013
Manulife Financial/ John Hancock January 2012 - September 2012
Tangerine December 2010 - January 2012
City of Toronto - Toronto Water January 2010 - August 2010
Fidelity Investments February 2007 - August 2009
Fidelity Investments November 2005 - February 2007
The Nuance Group July 2001 - October 2005
Skills
Software Documentation, MS Project, Quality Assurance, Requirements Gathering, SDLC, Access, Data Analysis, Analysis, Requirements Analysis, Systems Analysis, Business Intelligence, User Acceptance Testing, Visio, Team Leadership, Banking, Derivatives, SQL, Business Analysis, Business Process..., Outstanding..., Agile Methodologies, SAP ERP, Management, Strategy, Project Management, Training, Service Delivery, Integration, PMO, Project Portfolio..., Call Centers, Test Management, Business Process, Project Planning, Business Requirements, Project Delivery, Test Planning, IT Strategy, Process Improvement, Testing, Regression Testing, Leadership, ERP, Analytics, Business Objects, Vendor Management, SharePoint, Software Project..., Change Management, Risk Management
Education
Ryerson University 2007 — 2010
Bachelors in Commerce
Seneca College of Applied Arts and Technology 2001 — 2004
Diploma
Jenny Yee-Carey's Fidelity Investments Experience October 2009 - February 2011
Job Assistant Manager, Client Administration at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds September 2014 - Present
Dynamic Funds May 2014 - Present
Fidelity Investments Canada ULC October 2000 - April 2013
Fidelity Investments October 2009 - February 2011
Fidelity Investments October 2000 - November 2009
Skills
Leadership, Call Centers, Call Center, Financial Services, Investments, Relationship Management, Time Management, Mutual Funds, Process Improvement, Business Analysis, Strategy, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Asset Managment, Securities, Insurance, Asset Allocation, Banking, Vendor Management, Portfolio Management, Equities, Asset Management
Education
Ryerson University
Marketing
University of Toronto - Victoria University
Dynamic Funds September 2014 - Present
Dynamic Funds May 2014 - Present
Fidelity Investments Canada ULC October 2000 - April 2013
Fidelity Investments October 2009 - February 2011
Fidelity Investments October 2000 - November 2009
Skills
Leadership, Call Centers, Call Center, Financial Services, Investments, Relationship Management, Time Management, Mutual Funds, Process Improvement, Business Analysis, Strategy, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Asset Managment, Securities, Insurance, Asset Allocation, Banking, Vendor Management, Portfolio Management, Equities, Asset Management
Education
Ryerson University
Marketing
University of Toronto - Victoria University
Steven Peshler's Fidelity Investments Experience July 2010 - Present
Job Network Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments July 2009 - 2009
Skills
Visio, SQL, Disaster Recovery, SDLC, Unix
Education
Sacred Heart University 2004 — 2009
BS, Computer Science
Sacred Heart University 2004 — 2008
BS, Computer Science
Fidelity Investments July 2010 - Present
Fidelity Investments July 2009 - 2009
Skills
Visio, SQL, Disaster Recovery, SDLC, Unix
Education
Sacred Heart University 2004 — 2009
BS, Computer Science
Sacred Heart University 2004 — 2008
BS, Computer Science
Danny Hirce's Fidelity Investments Experience April 2003 - October 2010
Job SVP State StreetCorporate Audit
Industry Financial Services
Experience
State Street October 2010 - Present
Fidelity Investments April 2003 - October 2010
Goldman Sachs January 1996 - April 2003
J.P. Morgan 1992 - 1996
Deloitte & Touche LLP 1986 - 1992
Skills
Auditing, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Accounting
State Street October 2010 - Present
Fidelity Investments April 2003 - October 2010
Goldman Sachs January 1996 - April 2003
J.P. Morgan 1992 - 1996
Deloitte & Touche LLP 1986 - 1992
Skills
Auditing, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Accounting
Ayaz Hussain's Fidelity Investments Experience February 2006 - April 2007
Job Portfolio Accountant Global Investments & Integration Services at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon February 2015 - Present
BBS Securities Inc. September 2014 - December 2014
State Street Bank September 2013 - February 2014
Citco Fund Services March 2008 - June 2013
State Street April 2007 - March 2008
Fidelity Investments February 2006 - April 2007
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Accruals, Accounting, Hedge Funds, Fund Administration, Financial Accounting, General Ledger, Financial Analysis, Hedge Accounting, Bloomberg, Cash, Cash Management, Variance Analysis, Strategic Financial..., Investments, Fixed Income, US GAAP, GAAP, Bank Reconciliation, Financial Statement..., Journal Entries, Vlookup, Accounts Receivable, Accounts Payable, Tax Preparation, Fund Of Funds, Valuation, Bookkeeping, Consolidation, Corporate Actions, Finance, Cash Flow, Mutual Funds, Analysis, Auditing, Portfolio Management, Equities, Banking, Microsoft Excel, Financial Planning
Education
Ryerson University 2001 — 2005
Bachelors of Commerce, Accounting
Sheridan College 2001 — 2003
3 Year Business Diploma, Accounting
CIBC Mellon February 2015 - Present
BBS Securities Inc. September 2014 - December 2014
State Street Bank September 2013 - February 2014
Citco Fund Services March 2008 - June 2013
State Street April 2007 - March 2008
Fidelity Investments February 2006 - April 2007
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Accruals, Accounting, Hedge Funds, Fund Administration, Financial Accounting, General Ledger, Financial Analysis, Hedge Accounting, Bloomberg, Cash, Cash Management, Variance Analysis, Strategic Financial..., Investments, Fixed Income, US GAAP, GAAP, Bank Reconciliation, Financial Statement..., Journal Entries, Vlookup, Accounts Receivable, Accounts Payable, Tax Preparation, Fund Of Funds, Valuation, Bookkeeping, Consolidation, Corporate Actions, Finance, Cash Flow, Mutual Funds, Analysis, Auditing, Portfolio Management, Equities, Banking, Microsoft Excel, Financial Planning
Education
Ryerson University 2001 — 2005
Bachelors of Commerce, Accounting
Sheridan College 2001 — 2003
3 Year Business Diploma, Accounting
Dennis Chan's Fidelity Investments Experience September 2013 - June 2015
Job Capital Markets Consultant at Accenture
Industry Capital Markets
Experience
Accenture June 2015 - Present
Lions Clubs International, New Horizon Leo's Club August 2009 - Present
Fidelity Investments September 2013 - June 2015
Mackenzie Institutional September 2012 - September 2013
Mackenzie Institutional January 2011 - August 2012
RBC Dominion Securities February 2010 - December 2010
Skills
Financial Modeling, Bloomberg Terminal, Financial Analysis, Fundamental Analysis, Financial Statement..., Competitive Intelligence, GIPS, Portfolio Management, Investments, Competitive Analysis, Analysis, Economics, Mutual Funds
Education
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance; Marketing
University of Windsor 2006 — 2007
Finance, General
Earl Haig S.S. 2002 — 2006
CFA Institute
Accenture June 2015 - Present
Lions Clubs International, New Horizon Leo's Club August 2009 - Present
Fidelity Investments September 2013 - June 2015
Mackenzie Institutional September 2012 - September 2013
Mackenzie Institutional January 2011 - August 2012
RBC Dominion Securities February 2010 - December 2010
Skills
Financial Modeling, Bloomberg Terminal, Financial Analysis, Fundamental Analysis, Financial Statement..., Competitive Intelligence, GIPS, Portfolio Management, Investments, Competitive Analysis, Analysis, Economics, Mutual Funds
Education
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance; Marketing
University of Windsor 2006 — 2007
Finance, General
Earl Haig S.S. 2002 — 2006
CFA Institute
Alsea Wilson, PMP's Fidelity Investments Experience 2006 - 2007
Job Project Manager at Telus Mobility
Industry Telecommunications
Experience
Telus Mobility February 2011 - Present
Bank of Montreal March 2009 - February 2011
RBC 2007 - 2009
FIDELITY INVESTMENTS 2006 - 2007
Education
Ryerson University 2002 — 2006
Bachelor of Commerce
Telus Mobility February 2011 - Present
Bank of Montreal March 2009 - February 2011
RBC 2007 - 2009
FIDELITY INVESTMENTS 2006 - 2007
Education
Ryerson University 2002 — 2006
Bachelor of Commerce
Ian Boodhai's Fidelity Investments Experience June 2004 - August 2008
Job Business Analyst at City of Toronto
Industry Financial Services
Experience
City of Toronto November 2012 - Present
Foresters October 2008 - November 2012
Fidelity Investments June 2004 - August 2008
Skills
Insurance, Business Analysis, Project Delivery, Vendor Management, Process Improvement, Visio, Data Analysis, Relationship Management, Program Management, Business Process..., Call Center, SDLC, Change Management, Risk Management, Requirements Gathering, Team Leadership, Business Intelligence, Project Management, Analysis, User Acceptance Testing, Cross-functional Team..., Leadership
Education
University of Toronto 2011 — 2012
Certificate Program, Project Management
Ryerson University 1998 — 2003
B.Comm, IT
City of Toronto November 2012 - Present
Foresters October 2008 - November 2012
Fidelity Investments June 2004 - August 2008
Skills
Insurance, Business Analysis, Project Delivery, Vendor Management, Process Improvement, Visio, Data Analysis, Relationship Management, Program Management, Business Process..., Call Center, SDLC, Change Management, Risk Management, Requirements Gathering, Team Leadership, Business Intelligence, Project Management, Analysis, User Acceptance Testing, Cross-functional Team..., Leadership
Education
University of Toronto 2011 — 2012
Certificate Program, Project Management
Ryerson University 1998 — 2003
B.Comm, IT
Michael Covucci's Fidelity Investments Experience July 2013 - Present
Job Fidelity
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Choice Trade October 2010 - July 2013
Choice Trade October 2007 - October 2010
Education
Rutgers University 2003 — 2007
BA, History, Political Science
Fidelity Investments July 2013 - Present
Choice Trade October 2010 - July 2013
Choice Trade October 2007 - October 2010
Education
Rutgers University 2003 — 2007
BA, History, Political Science
Charanjit Sandhu's Fidelity Investments Experience November 2006 - March 2010
Job Business Consultant at Independent Consulting
Industry Financial Services
Experience
Independent Consulting November 2010 - Present
Fidelity Investments November 2006 - March 2010
Fidelity Investments May 2005 - November 2006
Education
University of Toronto 2011 — 2011
Certificate, Business Analysis
Ryerson University 1999 — 2004
BCOMM, Retail Management
Independent Consulting November 2010 - Present
Fidelity Investments November 2006 - March 2010
Fidelity Investments May 2005 - November 2006
Education
University of Toronto 2011 — 2011
Certificate, Business Analysis
Ryerson University 1999 — 2004
BCOMM, Retail Management
Al Aziem's Fidelity Investments Experience July 2012 - June 2014
Job Project Management at Deutsche Bank
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - June 2014
Barclays Capital September 2008 - November 2012
TIAA-CREF June 2003 - June 2008
ADP January 2000 - June 2003
Education
Rutgers University
Bachelor's degree, Information Technology
Fidelity Investments July 2012 - June 2014
Barclays Capital September 2008 - November 2012
TIAA-CREF June 2003 - June 2008
ADP January 2000 - June 2003
Education
Rutgers University
Bachelor's degree, Information Technology
Paolo P.'s Fidelity Investments Experience November 2005 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
Capital One April 2014 - December 2014
Tangerine September 2013 - April 2014
Tangerine January 2013 - September 2013
TD May 2011 - January 2013
TD January 2011 - April 2011
RBC November 2008 - May 2010
Fidelity Investments November 2005 - November 2008
Skills
Microsoft Office, Process Improvement, Investment Banking, Customer Service, Business Analysis, PowerPoint, Banking, Outlook, Public Speaking, Portfolio Management, Analysis, Credit, Windows, Research, Teaching, Photoshop, Financial Analysis, Retail Banking, Business Process..., interpersonal skills, Time Management, Presentation Skills, Team Building, Cross-functional Team..., Leadership
Education
Ryerson University 2001 — 2005
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General
Capital One April 2014 - December 2014
Tangerine September 2013 - April 2014
Tangerine January 2013 - September 2013
TD May 2011 - January 2013
TD January 2011 - April 2011
RBC November 2008 - May 2010
Fidelity Investments November 2005 - November 2008
Skills
Microsoft Office, Process Improvement, Investment Banking, Customer Service, Business Analysis, PowerPoint, Banking, Outlook, Public Speaking, Portfolio Management, Analysis, Credit, Windows, Research, Teaching, Photoshop, Financial Analysis, Retail Banking, Business Process..., interpersonal skills, Time Management, Presentation Skills, Team Building, Cross-functional Team..., Leadership
Education
Ryerson University 2001 — 2005
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General
Paul McBean's Fidelity Investments Experience 2005 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Nationstar Mortgage 2011 - 2014
Citi Mortgage 2009 - 2011
TD Ameritrade 2006 - 2008
Fidelity Investments 2005 - 2006
AIM Invesco 1997 - 2004
Skills
Finance
Education
Ryerson University
Project Management
Wilfrid Laurier University
Bachelor of Arts (BA), Sociology
Nationstar Mortgage 2011 - 2014
Citi Mortgage 2009 - 2011
TD Ameritrade 2006 - 2008
Fidelity Investments 2005 - 2006
AIM Invesco 1997 - 2004
Skills
Finance
Education
Ryerson University
Project Management
Wilfrid Laurier University
Bachelor of Arts (BA), Sociology
Timothy Alves's Fidelity Investments Experience May 2004 - May 2005
Job Assistant Vice President/Branch Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. May 2005 - Present
Fidelity Investments May 2004 - May 2005
TD Bank May 2003 - May 2004
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Risk Management, Customer Service, Mortgage Lending, Commercial Lending, Sales, Leadership, Loan Origination, Relationship Management, Small Business Lending, Finance, Financial Analysis, Portfolio Management, Credit Risk, Branch Banking, Financial Risk, Sales Management, Coaching, Lines Of Credit, Cash Management, Mortgage Banking, Investments, Financial Services, Cross Selling, Mutual Funds, Deposits, Credit Cards, Insurance, Small Business
Education
Sacred Heart University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Santander Bank, N.A. May 2005 - Present
Fidelity Investments May 2004 - May 2005
TD Bank May 2003 - May 2004
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Risk Management, Customer Service, Mortgage Lending, Commercial Lending, Sales, Leadership, Loan Origination, Relationship Management, Small Business Lending, Finance, Financial Analysis, Portfolio Management, Credit Risk, Branch Banking, Financial Risk, Sales Management, Coaching, Lines Of Credit, Cash Management, Mortgage Banking, Investments, Financial Services, Cross Selling, Mutual Funds, Deposits, Credit Cards, Insurance, Small Business
Education
Sacred Heart University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank