Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Brian Conley Brian Conley's Fidelity Investments Experience 2009 - 2013
Job FINANCIAL ANALYST / BUSINESS PARTNER, PMP
Industry Financial Services
Experience
Fidelity Investments 2009 - 2013
Fidelity Investments 1995 - 2009
Citizens Financial/ Quincy Savings Bank 1987 - 1995
Skills
Analytics, Financial Analysis, Project Management, Data Mining, Financial Modeling, Financial Services, Management, Analysis, Financial Reporting, Budgets, Strategic Financial..., Internal Controls, Mutual Funds, Business Planning, Ad Hoc Reporting, Project Planning, Process Improvement, Banking, Activity Based Costing, Business Analysis, Strategic Planning, Corporate Finance, Finance, Forecasting, Vendor Management, Leadership, Program Management, Business Process..., Business Strategy, Essbase, Hyperion Enterprise, Oracle Applications, SPSS, Microsoft Office, Microsoft Project, LEAN / Six Sigma, Customer Analytics, Data Analysis, Accounting, Variance Analysis, Financial Forecasting, Segmentation, Team Building, SharePoint, Data Modeling, Databases, Decision Support, Training Delivery, SQL, P&L
Education
Suffolk University - Sawyer Business School 1990 — 1994
MBA, Business
Saint Bonaventure University 1982 — 1986
BA, Mass Communication
Fidelity Investments 2009 - 2013
Fidelity Investments 1995 - 2009
Citizens Financial/ Quincy Savings Bank 1987 - 1995
Skills
Analytics, Financial Analysis, Project Management, Data Mining, Financial Modeling, Financial Services, Management, Analysis, Financial Reporting, Budgets, Strategic Financial..., Internal Controls, Mutual Funds, Business Planning, Ad Hoc Reporting, Project Planning, Process Improvement, Banking, Activity Based Costing, Business Analysis, Strategic Planning, Corporate Finance, Finance, Forecasting, Vendor Management, Leadership, Program Management, Business Process..., Business Strategy, Essbase, Hyperion Enterprise, Oracle Applications, SPSS, Microsoft Office, Microsoft Project, LEAN / Six Sigma, Customer Analytics, Data Analysis, Accounting, Variance Analysis, Financial Forecasting, Segmentation, Team Building, SharePoint, Data Modeling, Databases, Decision Support, Training Delivery, SQL, P&L
Education
Suffolk University - Sawyer Business School 1990 — 1994
MBA, Business
Saint Bonaventure University 1982 — 1986
BA, Mass Communication
Jared Proctor Jared Proctor's Fidelity Investments Experience July 2005 - August 2006
Job Content Marketing Leader at Creditera, Inc.
Industry Marketing and Advertising
Experience
Creditera October 2013 - Present
Commonwealth Financial Network April 2013 - October 2013
Natixis Global Asset Management August 2011 - January 2013
Fidelity Investments July 2005 - August 2006
Putnam Investments October 2002 - October 2004
Fidelity Investments February 2001 - October 2002
Skills
Strategic Communications, Social Media, Investments, Financial Writing, Digital Marketing, Brand Development, Corporate Communications, Marketing, Financial Services, Content Strategy, Social Media Marketing, Finance, Blogging, Copywriting, Marketing Communications, SEO, Internal Communications, Strategy, Marketing Strategy, Press Releases, Web Content, Advertising, Email Marketing, SEM, Newsletters, Sales, Creative Direction, Facebook, Online Marketing, Management
Education
Harvard Extension School 2009 — 2011
Certificate, Communications
Saint Michael's College 1994 — 1998
B.A., English, Minor: Business, Marketing
Creditera October 2013 - Present
Commonwealth Financial Network April 2013 - October 2013
Natixis Global Asset Management August 2011 - January 2013
Fidelity Investments July 2005 - August 2006
Putnam Investments October 2002 - October 2004
Fidelity Investments February 2001 - October 2002
Skills
Strategic Communications, Social Media, Investments, Financial Writing, Digital Marketing, Brand Development, Corporate Communications, Marketing, Financial Services, Content Strategy, Social Media Marketing, Finance, Blogging, Copywriting, Marketing Communications, SEO, Internal Communications, Strategy, Marketing Strategy, Press Releases, Web Content, Advertising, Email Marketing, SEM, Newsletters, Sales, Creative Direction, Facebook, Online Marketing, Management
Education
Harvard Extension School 2009 — 2011
Certificate, Communications
Saint Michael's College 1994 — 1998
B.A., English, Minor: Business, Marketing
Giuseppe Grippi Giuseppe Grippi's Fidelity Investments Experience June 2007 - April 2012
Job Product Development/Mutual Funds @JP Morgan Clearing Corp
Industry Food & Beverages
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
Fidelity Investments June 2007 - April 2012
Fidelity Investments June 2005 - June 2007
Verizon Wireless April 1999 - April 2005
Skills
Windows, Microsoft Excel, Vision, Service Central, FBSI, Streetscape, NFS Systems, XTRAC, Writing, Organizational &..., Team-orientated
Education
Saint Joseph's University 1998 — 2003
Bachelor's degree, Accounting and Finance
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
Fidelity Investments June 2007 - April 2012
Fidelity Investments June 2005 - June 2007
Verizon Wireless April 1999 - April 2005
Skills
Windows, Microsoft Excel, Vision, Service Central, FBSI, Streetscape, NFS Systems, XTRAC, Writing, Organizational &..., Team-orientated
Education
Saint Joseph's University 1998 — 2003
Bachelor's degree, Accounting and Finance
Joe Barone Joe Barone's Fidelity Investments Experience May 1997 - August 2004
Job IT Delivery Specialist at IBM
Industry Information Technology and Services
Experience
IBM December 2012 - Present
State Street Global Advisors August 2004 - December 2012
Fidelity Investments May 1997 - August 2004
Raytheon August 1983 - May 1997
Electromagnetic Compatibility Analysis Center June 1980 - August 1983
Skills
Solaris, Red Hat Linux, Solaris Zones, AIX, System Administration, Operating Systems, Unix Shell Scripting, Disaster Recovery, Ksh, Veritas, Veritas Volume Manager, Veritas Cluster Server, Computer Hardware, Troubleshooting, High Availability, Servers, Unix, Storage Area Networks, TSM, VMware ESX, Storage, Shell Scripting, Perl, Virtualization, IBM AIX, Linux
Education
Saint Joseph's University 1976 — 1980
BS, Physics, GPA 3.69/4.0
IBM December 2012 - Present
State Street Global Advisors August 2004 - December 2012
Fidelity Investments May 1997 - August 2004
Raytheon August 1983 - May 1997
Electromagnetic Compatibility Analysis Center June 1980 - August 1983
Skills
Solaris, Red Hat Linux, Solaris Zones, AIX, System Administration, Operating Systems, Unix Shell Scripting, Disaster Recovery, Ksh, Veritas, Veritas Volume Manager, Veritas Cluster Server, Computer Hardware, Troubleshooting, High Availability, Servers, Unix, Storage Area Networks, TSM, VMware ESX, Storage, Shell Scripting, Perl, Virtualization, IBM AIX, Linux
Education
Saint Joseph's University 1976 — 1980
BS, Physics, GPA 3.69/4.0
Grace Cleary-Yu, CFA Grace Cleary-Yu, CFA's Fidelity Investments Experience September 2008 - June 2012
Job Consultant Relations at PIMCO Canada
Industry Investment Management
Experience
PIMCO June 2012 - Present
Fidelity Investments September 2008 - June 2012
Halifax Regional Municipality Pension Plan 2006 - 2008
Skills
Investment Strategies, Competitive Analysis, Investments, Asset Allocation, Fixed Income, Investment Advisory, Portfolio Management, Equities, Asset Management, Capital Markets, Market Intelligence, Wealth Management, Asset Managment, Product Management, Investment Management, Securities, Strategic Partnerships, Defined Benefit, Due Diligence, Alternative Investments, Pensions
Education
Saint Mary's University
Master, Finance
PIMCO June 2012 - Present
Fidelity Investments September 2008 - June 2012
Halifax Regional Municipality Pension Plan 2006 - 2008
Skills
Investment Strategies, Competitive Analysis, Investments, Asset Allocation, Fixed Income, Investment Advisory, Portfolio Management, Equities, Asset Management, Capital Markets, Market Intelligence, Wealth Management, Asset Managment, Product Management, Investment Management, Securities, Strategic Partnerships, Defined Benefit, Due Diligence, Alternative Investments, Pensions
Education
Saint Mary's University
Master, Finance
Kristen Lewis Kristen Lewis's Fidelity Investments Experience August 2007 - February 2008
Job
Industry Marketing and Advertising
Experience
University of Chicago August 2015 - Present
United Airlines October 2014 - July 2015
Northwestern University December 2013 - September 2014
Lawson Products August 2013 - December 2013
Jewish Council on Urban Affairs March 2013 - June 2013
University of Chicago Booth School of Business January 2011 - October 2012
Taproot Foundation August 2009 - February 2010
Fidelity Investments August 2007 - February 2008
Aquent July 2006 - June 2007
The Shamrock Companies - Gillette/Oral-B Account November 2003 - June 2006
Skills
Marketing Communications, Contract Negotiation, Cross-functional Team..., Account Management, Program Management, Vendor Management, New Business Development, Budget Management, Event Planning, Vendor Relations, Negotiation, Advertising, Project Management, Direct Mail, Newsletters, Trade Shows, Business Strategy, Creative Strategy, Direct Marketing, Marketing Management, Marketing, Project Planning, Budgets, Market Research, Marketing Strategy, Management, Social Media
Education
Saint Bonaventure University 1991 — 1995
BA, Journalism and Mass Communications
University of Chicago August 2015 - Present
United Airlines October 2014 - July 2015
Northwestern University December 2013 - September 2014
Lawson Products August 2013 - December 2013
Jewish Council on Urban Affairs March 2013 - June 2013
University of Chicago Booth School of Business January 2011 - October 2012
Taproot Foundation August 2009 - February 2010
Fidelity Investments August 2007 - February 2008
Aquent July 2006 - June 2007
The Shamrock Companies - Gillette/Oral-B Account November 2003 - June 2006
Skills
Marketing Communications, Contract Negotiation, Cross-functional Team..., Account Management, Program Management, Vendor Management, New Business Development, Budget Management, Event Planning, Vendor Relations, Negotiation, Advertising, Project Management, Direct Mail, Newsletters, Trade Shows, Business Strategy, Creative Strategy, Direct Marketing, Marketing Management, Marketing, Project Planning, Budgets, Market Research, Marketing Strategy, Management, Social Media
Education
Saint Bonaventure University 1991 — 1995
BA, Journalism and Mass Communications
Ryan LeStrange Ryan LeStrange's Fidelity Investments Experience June 2004 - November 2005
Job Regional Director
Industry Investment Management
Experience
Brinker Capital April 2014 - Present
Brinker Capital March 2012 - April 2014
Coventry First, LLC February 2010 - March 2011
Coventry First, LLC December 2005 - February 2010
Fidelity Investments June 2004 - November 2005
Skills
Investments, Analysis, Finance, Sales, Business Planning, Sales Process, Relationship Management, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63
Education
Saint Joseph's University 2000 — 2004
B.S, Labor and Industrial Relations
Brinker Capital April 2014 - Present
Brinker Capital March 2012 - April 2014
Coventry First, LLC February 2010 - March 2011
Coventry First, LLC December 2005 - February 2010
Fidelity Investments June 2004 - November 2005
Skills
Investments, Analysis, Finance, Sales, Business Planning, Sales Process, Relationship Management, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63
Education
Saint Joseph's University 2000 — 2004
B.S, Labor and Industrial Relations
Will Kempton, CRPS® Will Kempton, CRPS®'s Fidelity Investments Experience July 2014 - Present
Job Regional Investment Consultant
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments February 2014 - July 2014
Fidelity Investments February 2013 - February 2014
Fidelity Investments June 2012 - February 2013
Education
Saint Anselm College
Bachelor of Arts (B.A.), Business
Fidelity Investments July 2014 - Present
Fidelity Investments February 2014 - July 2014
Fidelity Investments February 2013 - February 2014
Fidelity Investments June 2012 - February 2013
Education
Saint Anselm College
Bachelor of Arts (B.A.), Business
Richard Barmeier Richard Barmeier's Fidelity Investments Experience July 2012 - Present
Job Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments May 2011 - July 2012
Solae, LLC August 2009 - May 2011
Skills
Android, C++, PHP, MySQL, XHTML, Java, SQL, Linux, Programming, SAP, Databases, HTML
Education
Saint Louis University 2003 — 2009
B.A., Economics, Computer Science
Fidelity Investments July 2012 - Present
Fidelity Investments May 2011 - July 2012
Solae, LLC August 2009 - May 2011
Skills
Android, C++, PHP, MySQL, XHTML, Java, SQL, Linux, Programming, SAP, Databases, HTML
Education
Saint Louis University 2003 — 2009
B.A., Economics, Computer Science
Susan Rousseau's Fidelity Investments Experience January 2009 - Present
Job Global Account Manager & Technology Executive
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity Investments January 2007 - January 2009
Fidelity Tax-Exempt Services Company January 2002 - January 2007
Fidelity Information Services Company January 1998 - January 2000
Fidelity Investments January 1995 - January 2000
Skills
International Strategy, Vendor management, Product Management, IT Transformation, Account Management, Workforce Strategy, Vendor Management, Leadership, Workforce Planning, Program Management, Risk Management, Management, IT Strategy, Enterprise Architecture, Change Management, Outsourcing, Business Analysis, Financial Services, Process Improvement, SDLC, Software Project..., Strategy
Education
Saint Anselm College
BA
Simmons College Graduate School of Management
MBA
Fidelity Investments January 2009 - Present
Fidelity Investments January 2007 - January 2009
Fidelity Tax-Exempt Services Company January 2002 - January 2007
Fidelity Information Services Company January 1998 - January 2000
Fidelity Investments January 1995 - January 2000
Skills
International Strategy, Vendor management, Product Management, IT Transformation, Account Management, Workforce Strategy, Vendor Management, Leadership, Workforce Planning, Program Management, Risk Management, Management, IT Strategy, Enterprise Architecture, Change Management, Outsourcing, Business Analysis, Financial Services, Process Improvement, SDLC, Software Project..., Strategy
Education
Saint Anselm College
BA
Simmons College Graduate School of Management
MBA
Stacy Dodge's Fidelity Investments Experience May 2007 - September 2007
Job Quality Supervisor at Stonyfield Farm
Industry Food Production
Experience
Stonyfield Farm January 2011 - Present
Stonyfield Farm May 2010 - January 2011
Stonyfield Farm October 2007 - May 2010
Fidelity Investments May 2007 - September 2007
Macy's November 2005 - May 2007
Skills
Food Processing, Food Microbiology, Quality System, Sensory Evaluation, Food Technology, Quality Assurance, Food Science, Six Sigma, Food Safety, Quality Management, SQF, Manufacturing, Food, Microsoft Office, Food Manufacturing, HACCP, Lean Manufacturing, Food Industry, Continuous Improvement, GMP, FDA, Process Improvement, Strategic Planning, Dairy, Iso 9000, Microbiology, Cross-functional Team..., Operations Management, cGMP manufacturing, TQM, Dairy Products, Microsoft Word, SPC, Aseptic Processing, BRC, Product Development, Quality Auditing, PowerPoint, 5S, ISO, SAP, Internal Audit, Quality Control, Food Quality, Validation, Hygiene, Sop, Supply Chain, Ingredients, Production Planning
Education
Saint Anselm College 2003 — 2007
BA, Biology
Stonyfield Farm January 2011 - Present
Stonyfield Farm May 2010 - January 2011
Stonyfield Farm October 2007 - May 2010
Fidelity Investments May 2007 - September 2007
Macy's November 2005 - May 2007
Skills
Food Processing, Food Microbiology, Quality System, Sensory Evaluation, Food Technology, Quality Assurance, Food Science, Six Sigma, Food Safety, Quality Management, SQF, Manufacturing, Food, Microsoft Office, Food Manufacturing, HACCP, Lean Manufacturing, Food Industry, Continuous Improvement, GMP, FDA, Process Improvement, Strategic Planning, Dairy, Iso 9000, Microbiology, Cross-functional Team..., Operations Management, cGMP manufacturing, TQM, Dairy Products, Microsoft Word, SPC, Aseptic Processing, BRC, Product Development, Quality Auditing, PowerPoint, 5S, ISO, SAP, Internal Audit, Quality Control, Food Quality, Validation, Hygiene, Sop, Supply Chain, Ingredients, Production Planning
Education
Saint Anselm College 2003 — 2007
BA, Biology
Thomas W. Mooney, CFP®'s Fidelity Investments Experience January 2013 - May 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
Beth Lucey Beth Lucey's Fidelity Investments Experience 1999 - 2001
Job Head of Marketing and Office Management Metrowest Dental Care
Industry Marketing and Advertising
Experience
Metrowest Dental Care August 2014 - Present
Centre for Mediation and Dispute Resolution 2014 - Present
Boston Billing Solutions January 2012 - Present
MULTISERVICE EATING DISORDER ASSOCIATION (MEDA) March 2005 - Present
Bernardi Toyota 2011 - 2012
TIAA-CREF 2005 - 2011
Gateway Funding 2001 - 2004
Fidelity Investments 1999 - 2001
Liberty Funds Distribution, Inc 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
Personal Development, Internal Communications, Interaction Design, Innovation, Multimedia, Email Marketing, Project Management, Account Management, Relationship builder..., Training, Competitive Analysis, Competitive Strategies, Supporting Mission, Revenue Growth..., Personal Branding, Client Integration, New Client Acquisitions, Ecommerence Solutions, Mentoring, Client Presentation, CRM, Advertising, Product Management, Marketing Communications, Marketing, Marketing Strategy, Strategy, Cross-functional Team..., Newsletters, Social Media, Marketing Research, New Business Development, Follow-through Skills
Education
Saint Michael's College 1985 — 1989
BA, English
Saint Michael's College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Metrowest Dental Care August 2014 - Present
Centre for Mediation and Dispute Resolution 2014 - Present
Boston Billing Solutions January 2012 - Present
MULTISERVICE EATING DISORDER ASSOCIATION (MEDA) March 2005 - Present
Bernardi Toyota 2011 - 2012
TIAA-CREF 2005 - 2011
Gateway Funding 2001 - 2004
Fidelity Investments 1999 - 2001
Liberty Funds Distribution, Inc 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
Personal Development, Internal Communications, Interaction Design, Innovation, Multimedia, Email Marketing, Project Management, Account Management, Relationship builder..., Training, Competitive Analysis, Competitive Strategies, Supporting Mission, Revenue Growth..., Personal Branding, Client Integration, New Client Acquisitions, Ecommerence Solutions, Mentoring, Client Presentation, CRM, Advertising, Product Management, Marketing Communications, Marketing, Marketing Strategy, Strategy, Cross-functional Team..., Newsletters, Social Media, Marketing Research, New Business Development, Follow-through Skills
Education
Saint Michael's College 1985 — 1989
BA, English
Saint Michael's College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Lauren Peters Lauren Peters's Fidelity Investments Experience June 2007 - September 2007
Job Comcast Audit & Advisory
Industry Accounting
Experience
Comcast December 2014 - Present
Catapult Learning December 2013 - November 2014
Catapult Learning October 2012 - December 2013
Deloitte January 2011 - October 2012
Novak Francella, LLC September 2008 - December 2010
Fidelity Investments June 2007 - September 2007
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, GAAP, Financial Analysis, Microsoft Office
Education
Saint Joseph's University 2004 — 2008
Bachelor of Applied Science (BASc), Accounting
Comcast December 2014 - Present
Catapult Learning December 2013 - November 2014
Catapult Learning October 2012 - December 2013
Deloitte January 2011 - October 2012
Novak Francella, LLC September 2008 - December 2010
Fidelity Investments June 2007 - September 2007
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, GAAP, Financial Analysis, Microsoft Office
Education
Saint Joseph's University 2004 — 2008
Bachelor of Applied Science (BASc), Accounting
Vince D'Amato Vince D'Amato's Fidelity Investments Experience June 2015 - August 2015
Job CoOwner Of Late Nite Bite, LLC
Industry Higher Education
Experience
Late Nite Bite, LLC August 2015 - Present
Fidelity Investments June 2015 - August 2015
The Haven Country Club May 2014 - September 2014
East Coast Golf Range June 2013 - August 2013
Steven P. Ryan Tile Contracting June 2010 - August 2012
Skills
Economics, Finance, Politics, SPSS, Statistics, Customer Service, Communication, Time Management, Teamwork, Ice Hockey, Leadership, Research, Social Networking, Analysis, Public Speaking, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Team Leadership
Education
Saint Anselm College 2013 — 2017
Bachelor of Arts (B.A.), Financial Economics
Saint John's High School 2009 — 2013
Late Nite Bite, LLC August 2015 - Present
Fidelity Investments June 2015 - August 2015
The Haven Country Club May 2014 - September 2014
East Coast Golf Range June 2013 - August 2013
Steven P. Ryan Tile Contracting June 2010 - August 2012
Skills
Economics, Finance, Politics, SPSS, Statistics, Customer Service, Communication, Time Management, Teamwork, Ice Hockey, Leadership, Research, Social Networking, Analysis, Public Speaking, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Team Leadership
Education
Saint Anselm College 2013 — 2017
Bachelor of Arts (B.A.), Financial Economics
Saint John's High School 2009 — 2013
Deb Mazza-Scanlon's Fidelity Investments Experience November 2004 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2004 - Present
Fidelity Investments 2004 - Present
Fidelity Investments 2004 - Present
Education
Saint Leo University 2000 — 2002
Fidelity Investments November 2004 - Present
Fidelity Investments 2004 - Present
Fidelity Investments 2004 - Present
Education
Saint Leo University 2000 — 2002
Ted Wiedenman Ted Wiedenman's Fidelity Investments Experience December 2014 - Present
Job Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments November 2010 - December 2014
Fidelity Investments May 2006 - October 2010
Fidelity Investments December 2004 - April 2006
Fidelity Investments June 2002 - November 2004
Fidelity Investments April 2000 - May 2002
Fidelity Investments February 1998 - March 2000
Education
St. Bonaventure University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments December 2014 - Present
Fidelity Investments November 2010 - December 2014
Fidelity Investments May 2006 - October 2010
Fidelity Investments December 2004 - April 2006
Fidelity Investments June 2002 - November 2004
Fidelity Investments April 2000 - May 2002
Fidelity Investments February 1998 - March 2000
Education
St. Bonaventure University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Diane Ferrera's Fidelity Investments Experience May 2010 - November 2010
Job Accountant/Bookkeeper (Consultant) at Kimberlite Group, LLC
Industry Financial Services
Experience
Real Estate January 2011 - November 2014
Millennium consultants Inc. (Consultant) February 2014 - June 2014
Fidelity Investments May 2010 - November 2010
ABN- AMRO November 2005 - November 2009
Pershing, a BNY Mellon company March 2005 - October 2005
Herzog, Heine Geduld inc. January 1989 - February 2003
Merrill Lynch, Inc March 1988 - December 1988
Skills
Financial Accounting, Financial Reporting, Financial Audits, Regulatory Analysis, Regulatory Capital, Regulatory Filings, Investment Brokerage, Month End Close, Account Reconciliation, Bank Reconciliation, P&L Analysis, Balance Sheet Review, Financial Statements, Tax, General Ledger, Cash Management, Bookkeeping, Analysis, Journal Entries, Sarbanes-Oxley Act, Variance Analysis, Accounting, Financial Analysis
Education
Saint John's University
BS, Accounting
Real Estate January 2011 - November 2014
Millennium consultants Inc. (Consultant) February 2014 - June 2014
Fidelity Investments May 2010 - November 2010
ABN- AMRO November 2005 - November 2009
Pershing, a BNY Mellon company March 2005 - October 2005
Herzog, Heine Geduld inc. January 1989 - February 2003
Merrill Lynch, Inc March 1988 - December 1988
Skills
Financial Accounting, Financial Reporting, Financial Audits, Regulatory Analysis, Regulatory Capital, Regulatory Filings, Investment Brokerage, Month End Close, Account Reconciliation, Bank Reconciliation, P&L Analysis, Balance Sheet Review, Financial Statements, Tax, General Ledger, Cash Management, Bookkeeping, Analysis, Journal Entries, Sarbanes-Oxley Act, Variance Analysis, Accounting, Financial Analysis
Education
Saint John's University
BS, Accounting
Alex Garner Alex Garner's Fidelity Investments Experience June 2015 - Present
Job Technical Support Analyst at Bullhorn
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Bullhorn April 2013 - January 2015
Circa Properties, Inc June 2009 - April 2013
Expo Design Center March 2007 - April 2009
Skills
Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Microsoft Office 2013, Metropix (CAD), Open Office, Windows XP, Windows Vista, Windows 7, Windows 8, Apple iOS, Android OS, Installation and..., SOHO Networking, Technical Support
Education
Lindbergh High School 2001 — 2005
High School Diploma
Saint Louis Community College-Meramec
Some coursework completed
Fidelity Investments June 2015 - Present
Bullhorn April 2013 - January 2015
Circa Properties, Inc June 2009 - April 2013
Expo Design Center March 2007 - April 2009
Skills
Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Microsoft Office 2013, Metropix (CAD), Open Office, Windows XP, Windows Vista, Windows 7, Windows 8, Apple iOS, Android OS, Installation and..., SOHO Networking, Technical Support
Education
Lindbergh High School 2001 — 2005
High School Diploma
Saint Louis Community College-Meramec
Some coursework completed
Rita Adrion Rita Adrion's Fidelity Investments Experience January 1988 - January 1994
Job Sales Professional. Grant Writer
Industry Transportation/Trucking/Railroad
Experience
511 NYRideshare May 2008 - Present
ANTARES INFORMATION TECHNOLOGIES March 2005 - November 2007
Diversified Investment Advisors January 2000 - January 2003
Fidelity Investments January 1988 - January 1994
Skills
Direct Marketing, Email Marketing, Lead Generation, Community Outreach, Leadership, Advertising, Online Marketing, Marketing Communications, Social Media
Education
St. John's University
B.S, Finance
511 NYRideshare May 2008 - Present
ANTARES INFORMATION TECHNOLOGIES March 2005 - November 2007
Diversified Investment Advisors January 2000 - January 2003
Fidelity Investments January 1988 - January 1994
Skills
Direct Marketing, Email Marketing, Lead Generation, Community Outreach, Leadership, Advertising, Online Marketing, Marketing Communications, Social Media
Education
St. John's University
B.S, Finance
Darrell Arribas Darrell Arribas's Fidelity Investments Experience July 2006 - February 2009
Job Budget Officer at Rhode Island Air National Guard
Industry Airlines/Aviation
Experience
Rhode Island Air National Guard November 2010 - Present
Fidelity Investments July 2006 - February 2009
Cox Communications December 2003 - July 2006
FlightTime June 2000 - June 2002
Trans World Airlines June 1994 - May 2000
Skills
Financial Modeling, Competitive Analysis, Budgets, Accounting, Data Mining, Revenue Forecasting, Analysis, Forecasting, Pricing, Financial Analysis, Strategic Planning, Essbase, Business Strategy, Program Management, Data Analysis
Education
Saint Louis University 1997 — 2000
MBA, Finance
Southern Illinois University, Carbondale 1990 — 1994
Bachelor's, Aviation Managment
Southern Illinois University, Carbondale 1990 — 1992
Associates, Aviation Flight
Rhode Island Air National Guard November 2010 - Present
Fidelity Investments July 2006 - February 2009
Cox Communications December 2003 - July 2006
FlightTime June 2000 - June 2002
Trans World Airlines June 1994 - May 2000
Skills
Financial Modeling, Competitive Analysis, Budgets, Accounting, Data Mining, Revenue Forecasting, Analysis, Forecasting, Pricing, Financial Analysis, Strategic Planning, Essbase, Business Strategy, Program Management, Data Analysis
Education
Saint Louis University 1997 — 2000
MBA, Finance
Southern Illinois University, Carbondale 1990 — 1994
Bachelor's, Aviation Managment
Southern Illinois University, Carbondale 1990 — 1992
Associates, Aviation Flight
Kyle Hetherington's Fidelity Investments Experience March 2007 - December 2008
Job Principal Systems Analyst at PTC
Industry Computer Software
Experience
PTC July 2015 - Present
PTC April 2009 - Present
Parametric Technology Corporation 2009 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments August 2005 - March 2007
Fidelity Investments May 1995 - August 2005
State Street Management 1992 - 1995
John Hancock 1989 - 1992
Skills
Integration, VMware, Litigation Support, Virtualization, Cross-functional Team..., Windows Server, Microsoft Exchange, Strategy, Active Directory, Servers, Project Management, Telecommunications, IT Operations, Cloud Computing, Enterprise Software, Vendor Management, Enterprise Architecture, SDLC
Education
Saint Leo University 2001 — 2005
BA, Management Information Systems
Central New England College 1986 — 1989
AA, Management Information Systems
PTC July 2015 - Present
PTC April 2009 - Present
Parametric Technology Corporation 2009 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments August 2005 - March 2007
Fidelity Investments May 1995 - August 2005
State Street Management 1992 - 1995
John Hancock 1989 - 1992
Skills
Integration, VMware, Litigation Support, Virtualization, Cross-functional Team..., Windows Server, Microsoft Exchange, Strategy, Active Directory, Servers, Project Management, Telecommunications, IT Operations, Cloud Computing, Enterprise Software, Vendor Management, Enterprise Architecture, SDLC
Education
Saint Leo University 2001 — 2005
BA, Management Information Systems
Central New England College 1986 — 1989
AA, Management Information Systems
Stephen Fortin's Fidelity Investments Experience April 2001 - October 2007
Job Database Developer at Epsilon
Industry Information Technology and Services
Experience
Epsilon April 2011 - Present
Dextrys November 2009 - April 2011
Liberty Mutual Group June 2008 - June 2009
State Street Corporation for Open Systems Technologies January 2008 - June 2008
Fidelity Investments April 2001 - October 2007
BBA Technologies January 1999 - January 2001
Lucent Technologies January 1998 - January 1999
United States Air Force January 1987 - January 1998
Skills
SQL, Oracle, Databases, PL/SQL, ETL, Unix Shell Scripting, Data Warehousing, Software Development, Unix, Systems Analysis, Sybase, Relational Databases, Programming, Database Design, Microsoft SQL Server, Informatica, Business Intelligence, Testing, Software Documentation, DB2, Enterprise Architecture, COBOL, Toad, Business Objects, Business Analysis, SQL Tuning, VBA, SDLC, MySQL, XML, Business Requirements, Data Modeling, Data Integration, Data Migration, Visio
Education
Saint Leo University 1990 — 1994
B.A., Computer Information Systems
Epsilon April 2011 - Present
Dextrys November 2009 - April 2011
Liberty Mutual Group June 2008 - June 2009
State Street Corporation for Open Systems Technologies January 2008 - June 2008
Fidelity Investments April 2001 - October 2007
BBA Technologies January 1999 - January 2001
Lucent Technologies January 1998 - January 1999
United States Air Force January 1987 - January 1998
Skills
SQL, Oracle, Databases, PL/SQL, ETL, Unix Shell Scripting, Data Warehousing, Software Development, Unix, Systems Analysis, Sybase, Relational Databases, Programming, Database Design, Microsoft SQL Server, Informatica, Business Intelligence, Testing, Software Documentation, DB2, Enterprise Architecture, COBOL, Toad, Business Objects, Business Analysis, SQL Tuning, VBA, SDLC, MySQL, XML, Business Requirements, Data Modeling, Data Integration, Data Migration, Visio
Education
Saint Leo University 1990 — 1994
B.A., Computer Information Systems
Bill Byrnes Bill Byrnes's Fidelity Investments Experience December 1986 - December 1991
Job Consultant at Grahall Partners LLC
Industry Management Consulting
Experience
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
LaTayna Anderson, PMP LaTayna Anderson, PMP's Fidelity Investments Experience May 2004 - December 2007
Job Project Management Business Strategy and Healthcare Operations
Industry Hospital & Health Care
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2014 - Present
TMG Health November 2012 - May 2014
MetLife January 2008 - February 2011
MetLife January 2008 - February 2011
Fidelity Investments May 2004 - December 2007
UBS Financial Services, Inc April 2000 - May 2004
Fidelity Investments December 1996 - April 2000
Skills
Process Improvement, Strategy, Analysis, Business Process, Management, Leadership, Project Management, Change Management, Training, Project Planning, Strategic Planning, Testing, Finance, Sales, Databases, Time Management, Business Requirements, Portfolio Management, Employee Benefits, User Acceptance Testing
Education
Villanova University 2007 — 2008
Certification of Achievement, Six Sigma Green Belt
St. John's University 1993 — 1997
Bachelor of Science, FINANCE
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2014 - Present
TMG Health November 2012 - May 2014
MetLife January 2008 - February 2011
MetLife January 2008 - February 2011
Fidelity Investments May 2004 - December 2007
UBS Financial Services, Inc April 2000 - May 2004
Fidelity Investments December 1996 - April 2000
Skills
Process Improvement, Strategy, Analysis, Business Process, Management, Leadership, Project Management, Change Management, Training, Project Planning, Strategic Planning, Testing, Finance, Sales, Databases, Time Management, Business Requirements, Portfolio Management, Employee Benefits, User Acceptance Testing
Education
Villanova University 2007 — 2008
Certification of Achievement, Six Sigma Green Belt
St. John's University 1993 — 1997
Bachelor of Science, FINANCE
Kellyn Savage Kellyn Savage's Fidelity Investments Experience November 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
TEKsystems August 2013 - November 2014
PeopleSystems Inc. May 2011 - August 2012
West Genesee Lacrosse June 2010 - August 2010
Abercrombie & Fitch December 2008 - August 2010
Skills
Teamwork, Leadership, Communication, Organization, Highly Dedicated, Time Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Financial Accounting, Financial Analysis, QuickBooks, Social Media, Networking, Accounts Payable, Interviews, Sales
Education
St. Bonaventure University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Fidelity Investments November 2014 - Present
TEKsystems August 2013 - November 2014
PeopleSystems Inc. May 2011 - August 2012
West Genesee Lacrosse June 2010 - August 2010
Abercrombie & Fitch December 2008 - August 2010
Skills
Teamwork, Leadership, Communication, Organization, Highly Dedicated, Time Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Financial Accounting, Financial Analysis, QuickBooks, Social Media, Networking, Accounts Payable, Interviews, Sales
Education
St. Bonaventure University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Colin Montemarano Colin Montemarano's Fidelity Investments Experience January 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
The Ridgewood Country Club May 2012 - Present
Saint Joseph's University May 2013 - May 2014
IMA Consulting September 2013 - November 2013
Princeton University June 2009 - August 2011
Cipolla & Co. LLC May 2011 - June 2011
Skills
Public Speaking, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Golf, Leadership, Facebook, Customer Service, Social Networking, Social Media, Time Management, Finance
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science, Business Administration; Bachelor of Arts, Finance and Economics
Fidelity Investments January 2015 - Present
The Ridgewood Country Club May 2012 - Present
Saint Joseph's University May 2013 - May 2014
IMA Consulting September 2013 - November 2013
Princeton University June 2009 - August 2011
Cipolla & Co. LLC May 2011 - June 2011
Skills
Public Speaking, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Golf, Leadership, Facebook, Customer Service, Social Networking, Social Media, Time Management, Finance
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science, Business Administration; Bachelor of Arts, Finance and Economics
Joe Riedl, PMP Joe Riedl, PMP's Fidelity Investments Experience August 2012 - Present
Job Director, Program Management at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments August 2012 - Present
Aon Hewitt June 2009 - July 2012
Hewitt Associates January 2008 - June 2009
Hewitt Associates June 1999 - December 2007
Skills
Employee Benefits, Outsourcing, Vendor Management, HRIS, Process Improvement, SDLC, Benefits Administration, Requirements Analysis, Change Management, Performance Management, Resource Management, PMP, Program Management, Business Process..., Project Management, PMO, Project Portfolio..., Business Analysis, Leadership, Manage Client..., HRO, BPO, Offshoring, Software Project..., PeopleSoft, Software Implementation, Client Development, Consulting, Cafeteria Plans, Business Process..., Business Process, CRM, Service Delivery
Education
Saint Louis University 1994 — 1999
Bachelor of Science (B.S.), Management Information Systems, General
Fidelity Investments August 2012 - Present
Aon Hewitt June 2009 - July 2012
Hewitt Associates January 2008 - June 2009
Hewitt Associates June 1999 - December 2007
Skills
Employee Benefits, Outsourcing, Vendor Management, HRIS, Process Improvement, SDLC, Benefits Administration, Requirements Analysis, Change Management, Performance Management, Resource Management, PMP, Program Management, Business Process..., Project Management, PMO, Project Portfolio..., Business Analysis, Leadership, Manage Client..., HRO, BPO, Offshoring, Software Project..., PeopleSoft, Software Implementation, Client Development, Consulting, Cafeteria Plans, Business Process..., Business Process, CRM, Service Delivery
Education
Saint Louis University 1994 — 1999
Bachelor of Science (B.S.), Management Information Systems, General
Michael Johnston, MBA, CPIM, ABCP Michael Johnston, MBA, CPIM, ABCP's Fidelity Investments Experience May 2012 - Present
Job Performance Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Fifth Third Bank May 2010 - April 2012
Minnesota Life January 2009 - July 2009
Ameriprise Financial April 1998 - December 2008
Ameriprise Financial Services, Inc. April 1988 - December 2008
Ecolab 1981 - 1987
Ecolab 1981 - 1986
LaMaur 1979 - 1983
Skills
Instructional Design, E-learning, Team Building, Business Analysis, Planning, Project Planning, Project Management, Training, Leadership, Management, Contract Negotiation, E-Learning, Consulting, Program Management, Coaching
Education
University of St. Thomas 1980 — 1981
MBA, Operations Management
Saint Louis University 1972 — 1975
BS, Finance
Fidelity Investments May 2012 - Present
Fifth Third Bank May 2010 - April 2012
Minnesota Life January 2009 - July 2009
Ameriprise Financial April 1998 - December 2008
Ameriprise Financial Services, Inc. April 1988 - December 2008
Ecolab 1981 - 1987
Ecolab 1981 - 1986
LaMaur 1979 - 1983
Skills
Instructional Design, E-learning, Team Building, Business Analysis, Planning, Project Planning, Project Management, Training, Leadership, Management, Contract Negotiation, E-Learning, Consulting, Program Management, Coaching
Education
University of St. Thomas 1980 — 1981
MBA, Operations Management
Saint Louis University 1972 — 1975
BS, Finance
Jason Woloszyn Jason Woloszyn's Fidelity Investments Experience August 2012 - Present
Job Regional Vice President Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
Fidelity Investments August 2012 - Present
Wells Fargo Advisors January 2009 - August 2011
Vanguard November 2004 - January 2009
Education
Saint Bonaventure University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fisher Investments March 2015 - Present
Fidelity Investments August 2012 - Present
Wells Fargo Advisors January 2009 - August 2011
Vanguard November 2004 - January 2009
Education
Saint Bonaventure University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lucy Weed Lucy Weed's Fidelity Investments Experience June 2000 - Present
Job Branch Office Manager
Industry Financial Services
Experience
Fidelity Investments June 2000 - Present
Education
Saint Mary's College of California 1995 — 1999
Bachelor of Arts (BA), Business Management
Fidelity Investments June 2000 - Present
Education
Saint Mary's College of California 1995 — 1999
Bachelor of Arts (BA), Business Management
Griffin Curtin Griffin Curtin's Fidelity Investments Experience July 2009 - December 2011
Job Vice President, Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason Global Asset Managment January 2012 - Present
Fidelity Investments July 2009 - December 2011
Fidelity Investments January 2006 - August 2008
Fidelity Investments January 2006 - December 2006
Education
Saint Michael's College 2000 — 2005
Bachelor's Degree, Political Science and Government
Brewster Academy 1997 — 2000
High School
Legg Mason Global Asset Managment January 2012 - Present
Fidelity Investments July 2009 - December 2011
Fidelity Investments January 2006 - August 2008
Fidelity Investments January 2006 - December 2006
Education
Saint Michael's College 2000 — 2005
Bachelor's Degree, Political Science and Government
Brewster Academy 1997 — 2000
High School
Elizabeth White Elizabeth White's Fidelity Investments Experience August 2004 - November 2008
Job HR Business Partner at BNY Mellon, Wealth Management
Industry Human Resources
Experience
BNY Mellon October 2014 - Present
BNY Mellon September 2010 - October 2014
WilmerHale January 2009 - September 2010
Fidelity Investments August 2004 - November 2008
Skills
Recruiting, Talent Management, Talent Acquisition, Sales, Sourcing, Human Resources, Interviews, Hiring, Financial Services, Technical Recruiting, Employee Relations, Applicant Tracking..., Onboarding, College Recruiting
Education
Northeastern University 2007 — 2008
Global Studies and International Affairs
Saint Michael's College 1997 — 2001
BA, Psychology, Business Administration & Art
BNY Mellon October 2014 - Present
BNY Mellon September 2010 - October 2014
WilmerHale January 2009 - September 2010
Fidelity Investments August 2004 - November 2008
Skills
Recruiting, Talent Management, Talent Acquisition, Sales, Sourcing, Human Resources, Interviews, Hiring, Financial Services, Technical Recruiting, Employee Relations, Applicant Tracking..., Onboarding, College Recruiting
Education
Northeastern University 2007 — 2008
Global Studies and International Affairs
Saint Michael's College 1997 — 2001
BA, Psychology, Business Administration & Art
Kevin Bruni Kevin Bruni's Fidelity Investments Experience February 2001 - March 2010
Job Relationship Manager, Institutional Trust and Custody at Union Bank of California
Industry Financial Services
Experience
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
Bonnie VanderZouwen Bonnie VanderZouwen's Fidelity Investments Experience October 2009 - Present
Job VP, Human Resources, XTRAC Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Fidelity Investments August 1990 - October 2009
Fidelity Investments September 2002 - May 2005
Skills
Organizational..., Leadership Development, Team Building, Employee Relations, Performance Management, Coaching, Training Facilitation, Organizational Design, Workforce Planning, Management, Interviews, Hiring, Personnel Management, Executive Coaching, Training
Education
Saint Joseph's College 1986 — 1990
B.S., Business Administration, concentration - Marketing
Matignon High School
High School Diploma
Fidelity Investments October 2009 - Present
Fidelity Investments August 1990 - October 2009
Fidelity Investments September 2002 - May 2005
Skills
Organizational..., Leadership Development, Team Building, Employee Relations, Performance Management, Coaching, Training Facilitation, Organizational Design, Workforce Planning, Management, Interviews, Hiring, Personnel Management, Executive Coaching, Training
Education
Saint Joseph's College 1986 — 1990
B.S., Business Administration, concentration - Marketing
Matignon High School
High School Diploma
Phil LaVoie's Fidelity Investments Experience July 2007 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
FIDELITY INVESTMENTS July 2007 - March 2009
REGIONS MORGAN KEEGAN BANK AND TRUST November 2003 - July 2007
DILLARD’S CORPORATE February 1999 - March 2003
UNITED STATES AIR FORCE June 1985 - October 1998
Skills
Leadership, Customer Service, Management, Training, System Administration, Program Management, Strategic Planning, Microsoft Office, Strategy, Sales, Insurance, Time Management
Education
Webster University 1994 — 1996
Master Degree, Business Management
Webster University 1994 — 1996
Master Degree, Health Services Management
Saint Leo University 1992 — 1994
Bachelors of Arts Degree, Business Administration Major with an emphasis in Management
FIDELITY INVESTMENTS July 2007 - March 2009
REGIONS MORGAN KEEGAN BANK AND TRUST November 2003 - July 2007
DILLARD’S CORPORATE February 1999 - March 2003
UNITED STATES AIR FORCE June 1985 - October 1998
Skills
Leadership, Customer Service, Management, Training, System Administration, Program Management, Strategic Planning, Microsoft Office, Strategy, Sales, Insurance, Time Management
Education
Webster University 1994 — 1996
Master Degree, Business Management
Webster University 1994 — 1996
Master Degree, Health Services Management
Saint Leo University 1992 — 1994
Bachelors of Arts Degree, Business Administration Major with an emphasis in Management
Diana Korczynski's Fidelity Investments Experience December 2012 - Present
Job Business Analyst Change Orders at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Winkski Celebrations 2013 - Present
Fidelity Investments December 2012 - Present
Fidelity Investments January 2006 - November 2012
Fidelity Investments August 2005 - January 2006
Fidelity Investments May 2005 - August 2005
Fidelity Investments January 2004 - May 2005
Fidelity Investments October 2002 - January 2004
CIGNA Healthcare August 2002 - October 2002
Skills
Process Improvement, Leadership, Benefits Administration
Education
St. Joseph's College (ME) 1998 — 2002
B.A., Sociology
Dedham High School
Winkski Celebrations 2013 - Present
Fidelity Investments December 2012 - Present
Fidelity Investments January 2006 - November 2012
Fidelity Investments August 2005 - January 2006
Fidelity Investments May 2005 - August 2005
Fidelity Investments January 2004 - May 2005
Fidelity Investments October 2002 - January 2004
CIGNA Healthcare August 2002 - October 2002
Skills
Process Improvement, Leadership, Benefits Administration
Education
St. Joseph's College (ME) 1998 — 2002
B.A., Sociology
Dedham High School
Steven Brodeur's Fidelity Investments Experience March 1998 - March 2000
Job CoFounder, Managing Partner at Infinity Capital Partners
Industry Financial Services
Experience
Infinity Capital Partners January 2011 - Present
The Currency Strategies Fund April 2009 - December 2010
Northern Trust June 2008 - April 2009
XShares Securities LLC November 2006 - June 2008
Rydex Investments March 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) March 2000 - September 2003
Fidelity Investments March 1998 - March 2000
Skills
Mutual Funds, Custody, ETFs, Start-up Environments, Alternative Investments, Investment Strategies, Currency, New Business Development, Territory Planning, Building Relationships, Model Portfolios, Entrepreneurial Skills, Entrepreneurial..., Budget Management, Key Account Management, Registered Investment..., Consultative Selling, Closed-end Funds, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Private Placements, Sales Operations, Asset Allocation, Asset Management, Budgets
Education
Saint Anselm College 1989 — 1993
B.A., Financial Economics
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Financial Economics
Infinity Capital Partners January 2011 - Present
The Currency Strategies Fund April 2009 - December 2010
Northern Trust June 2008 - April 2009
XShares Securities LLC November 2006 - June 2008
Rydex Investments March 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) March 2000 - September 2003
Fidelity Investments March 1998 - March 2000
Skills
Mutual Funds, Custody, ETFs, Start-up Environments, Alternative Investments, Investment Strategies, Currency, New Business Development, Territory Planning, Building Relationships, Model Portfolios, Entrepreneurial Skills, Entrepreneurial..., Budget Management, Key Account Management, Registered Investment..., Consultative Selling, Closed-end Funds, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Private Placements, Sales Operations, Asset Allocation, Asset Management, Budgets
Education
Saint Anselm College 1989 — 1993
B.A., Financial Economics
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Financial Economics
Steven Bellantoni Steven Bellantoni's Fidelity Investments Experience April 2014 - June 2015
Job Searching for new opportunity
Industry Financial Services
Experience
Searching for new job opportunities June 2015 - Present
Fidelity Investments April 2014 - June 2015
Fidelity Investments April 2010 - April 2014
Fidelity Investments November 2009 - April 2010
Veritude April 2009 - November 2009
MarketSource Inc. December 2006 - January 2008
Cingular June 2001 - December 2006
Skills
Business Analysis, Operations Management, Risk Management, Sales, Team Building, Security Management, Customer Service, Leadership, Risk Assessment, Crisis Management, Security Operations, Physical Security, Microsoft Office, Management, Microsoft Excel, Program Management, Public Speaking, Marketing, Financial Services, Financial Analysis, Security, Finance, Access
Education
Saint Anselm College 1997 — 2001
Bachelor's degree, Business
Boston College High School 1994 — 1997
High School Diploma, High School/Secondary Diplomas and Certificates
Searching for new job opportunities June 2015 - Present
Fidelity Investments April 2014 - June 2015
Fidelity Investments April 2010 - April 2014
Fidelity Investments November 2009 - April 2010
Veritude April 2009 - November 2009
MarketSource Inc. December 2006 - January 2008
Cingular June 2001 - December 2006
Skills
Business Analysis, Operations Management, Risk Management, Sales, Team Building, Security Management, Customer Service, Leadership, Risk Assessment, Crisis Management, Security Operations, Physical Security, Microsoft Office, Management, Microsoft Excel, Program Management, Public Speaking, Marketing, Financial Services, Financial Analysis, Security, Finance, Access
Education
Saint Anselm College 1997 — 2001
Bachelor's degree, Business
Boston College High School 1994 — 1997
High School Diploma, High School/Secondary Diplomas and Certificates
Christine Raiola Christine Raiola's Fidelity Investments Experience September 1992 - May 1996
Job Operations at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC January 2001 - November 2014
Maple Partners USA Inc May 1998 - December 2000
BNY Mellon May 1996 - May 1998
Fidelity Investments September 1992 - May 1996
Skills
Equities, Bloomberg, Microsoft Excel, Wealth Management, Financial Services, SMA, Personal Portfolio..., UMA, Tax Trading, Model Portfolios, ETFs, Trading, Securities, Financial Modeling
Education
St. John's University 1987 — 1991
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Bishop Ford CCHS 1982 — 1986
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Lord Abbett & Co. LLC January 2001 - November 2014
Maple Partners USA Inc May 1998 - December 2000
BNY Mellon May 1996 - May 1998
Fidelity Investments September 1992 - May 1996
Skills
Equities, Bloomberg, Microsoft Excel, Wealth Management, Financial Services, SMA, Personal Portfolio..., UMA, Tax Trading, Model Portfolios, ETFs, Trading, Securities, Financial Modeling
Education
St. John's University 1987 — 1991
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Bishop Ford CCHS 1982 — 1986
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Norine Shults's Fidelity Investments Experience April 2004 - April 2014
Job Senior Communications and Public Relations Professional
Industry Public Relations and Communications
Experience
Seeking New Career Opportunity May 2014 - Present
Fidelity Investments April 2004 - April 2014
Brodeur July 1998 - July 2003
Arnold Worldwide January 1997 - March 1998
Burson-Marsteller February 1992 - December 1996
Gilbert, Whitney & Johns, Inc. January 1989 - February 1992
A.B. Isacson Associates August 1985 - December 1988
International Paper August 1984 - August 1985
Skills
Strategic Communications, Internal Communications, Integrated Marketing, Public Relations, Press Releases, Crisis Communications, Media Relations, Marketing Communications, Content Development, Content Strategy, Strategy, Executive..., Communication Training, Thought Leadership, Messaging, Financial Services, Crisis Management, Copywriting, Change Management, Managerial Skills, Corporate Communications, Leadership, Management
Education
Saint Michael's College 1979 — 1983
Bachelor's, Journalism
Mountain Lakes High School, Mountain Lakes, NJ 1976 — 1979
Seeking New Career Opportunity May 2014 - Present
Fidelity Investments April 2004 - April 2014
Brodeur July 1998 - July 2003
Arnold Worldwide January 1997 - March 1998
Burson-Marsteller February 1992 - December 1996
Gilbert, Whitney & Johns, Inc. January 1989 - February 1992
A.B. Isacson Associates August 1985 - December 1988
International Paper August 1984 - August 1985
Skills
Strategic Communications, Internal Communications, Integrated Marketing, Public Relations, Press Releases, Crisis Communications, Media Relations, Marketing Communications, Content Development, Content Strategy, Strategy, Executive..., Communication Training, Thought Leadership, Messaging, Financial Services, Crisis Management, Copywriting, Change Management, Managerial Skills, Corporate Communications, Leadership, Management
Education
Saint Michael's College 1979 — 1983
Bachelor's, Journalism
Mountain Lakes High School, Mountain Lakes, NJ 1976 — 1979
Daniel Mitri Daniel Mitri's Fidelity Investments Experience June 2015 - Present
Job Student at Saint Joseph's University
Industry Insurance
Experience
Fidelity Investments June 2015 - Present
Gen Re June 2014 - August 2014
Brooks Brothers September 2013 - January 2014
Charter Brokerage LLC May 2010 - August 2013
Skills
Leadership, Teamwork, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Insurance, Research, Marketing, Social Networking, Sales, Social Media, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor's Degree, Finance and Risk Management Insurance
Fairfield College Preparatory School 2007 — 2011
High School
Fidelity Investments June 2015 - Present
Gen Re June 2014 - August 2014
Brooks Brothers September 2013 - January 2014
Charter Brokerage LLC May 2010 - August 2013
Skills
Leadership, Teamwork, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Insurance, Research, Marketing, Social Networking, Sales, Social Media, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor's Degree, Finance and Risk Management Insurance
Fairfield College Preparatory School 2007 — 2011
High School
Timothy Menton Timothy Menton's Fidelity Investments Experience August 2007 - October 2008
Job Patrolman at Watertown Police Department
Industry Law Enforcement
Experience
Watertown Police Department October 2010 - Present
United States Air Force Security Forces 2009 - 2011
Fidelity Investments August 2007 - October 2008
Middlesex District Attorney September 2006 - February 2007
Massachusetts State Police Fire and Explosion Unit June 2005 - August 2005
Nantucket Police Dept June 2004 - August 2004
Skills
Law Enforcement, Criminal Justice, Police, Firearms, Patrol, Public Safety, Crime Prevention, Criminal Investigations, Investigation, Interrogation
Education
Saint Anselm College 2002 — 2006
Bachelor’s Degree, Criminal Justice
Watertown Police Department October 2010 - Present
United States Air Force Security Forces 2009 - 2011
Fidelity Investments August 2007 - October 2008
Middlesex District Attorney September 2006 - February 2007
Massachusetts State Police Fire and Explosion Unit June 2005 - August 2005
Nantucket Police Dept June 2004 - August 2004
Skills
Law Enforcement, Criminal Justice, Police, Firearms, Patrol, Public Safety, Crime Prevention, Criminal Investigations, Investigation, Interrogation
Education
Saint Anselm College 2002 — 2006
Bachelor’s Degree, Criminal Justice
Chris Phalen Chris Phalen's Fidelity Investments Experience 1995 - 2001
Job Independent Employee Benefits Advisor
Industry Insurance
Experience
Chris Phalen Consulting 2014 - Present
Hickok & Boardman Group Benefits 2011 - 2014
The Benefits Alliance 2001 - 2011
Fidelity Investments 1995 - 2001
Skills
Customer Service, Self-funded, Health Savings Accounts, Employment Practices..., Social Media, Group Medical, Indemnity, Team Building, Outlook, Employee Benefits, Disability Insurance, Health Insurance, Brokers, Insurance, Group Insurance
Education
Saint Michael's College
Bachelor of Arts (BA), Political Science and Government
Chris Phalen Consulting 2014 - Present
Hickok & Boardman Group Benefits 2011 - 2014
The Benefits Alliance 2001 - 2011
Fidelity Investments 1995 - 2001
Skills
Customer Service, Self-funded, Health Savings Accounts, Employment Practices..., Social Media, Group Medical, Indemnity, Team Building, Outlook, Employee Benefits, Disability Insurance, Health Insurance, Brokers, Insurance, Group Insurance
Education
Saint Michael's College
Bachelor of Arts (BA), Political Science and Government
Joseph Violand Joseph Violand's Fidelity Investments Experience February 2015 - September 2015
Job Portfolio Analyst at RedTree Investment Group
Industry Investment Management
Experience
RedTree Investment Group September 2015 - Present
Fidelity Investments February 2015 - September 2015
Wedgewood Partners May 2014 - January 2015
Parkside Financial Bank & Trust June 2014 - August 2014
Envirotech, Inc. June 2011 - July 2013
Kevin Brennan Tree Service June 2007 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Problem Solving, Communication, Teamwork, Outlook, Stock Research, Strategic Planning, Risk Assessment, Marketing Strategy, Team Leadership, Series 7, Series 63
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (BBA), Economics
Fox Senior High School 2006 — 2010
RedTree Investment Group September 2015 - Present
Fidelity Investments February 2015 - September 2015
Wedgewood Partners May 2014 - January 2015
Parkside Financial Bank & Trust June 2014 - August 2014
Envirotech, Inc. June 2011 - July 2013
Kevin Brennan Tree Service June 2007 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Problem Solving, Communication, Teamwork, Outlook, Stock Research, Strategic Planning, Risk Assessment, Marketing Strategy, Team Leadership, Series 7, Series 63
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (BBA), Economics
Fox Senior High School 2006 — 2010
Rodelyn Coppock's Fidelity Investments Experience November 2010 - Present
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Chase Investments May 2009 - November 2010
Bank of America June 2007 - March 2009
Ameriprise Financial Advisors June 2002 - September 2006
Citibank February 2002 - June 2002
FinancialOxygen, Inc. March 2001 - February 2002
TIAA-CREF November 1998 - December 1999
Banc of America Leasing July 1997 - December 1998
Banc of America Securities May 1989 - June 1997
Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63
Education
Saint Mary's College of California 1997 — 1999
Fidelity Investments November 2010 - Present
Chase Investments May 2009 - November 2010
Bank of America June 2007 - March 2009
Ameriprise Financial Advisors June 2002 - September 2006
Citibank February 2002 - June 2002
FinancialOxygen, Inc. March 2001 - February 2002
TIAA-CREF November 1998 - December 1999
Banc of America Leasing July 1997 - December 1998
Banc of America Securities May 1989 - June 1997
Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63
Education
Saint Mary's College of California 1997 — 1999
Christopher DeLuca Christopher DeLuca's Fidelity Investments Experience April 2012 - Present
Job Credit Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Maniscalco & Picone, CPAs, P.C September 2008 - October 2011
Education
Saint John's University
B.S, Finance
Fidelity Investments April 2012 - Present
Maniscalco & Picone, CPAs, P.C September 2008 - October 2011
Education
Saint John's University
B.S, Finance
Frank Aprilano Frank Aprilano's Fidelity Investments Experience May 1989 - May 1994
Job Project Management/Financial Reporting Coordinator Global Real Estate at Shearman & Sterling LLP
Industry Legal Services
Experience
Shearman & Sterling LLP May 1999 - Present
CoreNet Global December 2010 - Present
Clinton Hill Apartment Owners Corporation December 2009 - September 2011
Home Box Office May 1994 - May 1999
Fidelity Investments May 1989 - May 1994
ITT Sheraton May 1987 - May 1989
Skills
Workplace Design, Budgets, Real Estate, Project Management, Corporate Real Estate, Negotiation, Financial Analysis, Real Estate Transactions, Management, Lease Administration, Leadership, Start-ups, Leases, Acquisitions, Contract Negotiation, Build Out, Process Management, Capital Budgeting, Lease Negotiations, Space planning, Cash Flow, Interior Design, Disposition, Vendor Management, CO-PA, Due Diligence, Space-planning, Vendor Relationships, Networking, Staff Management, Cashflow Analysis, Mergers & Acquisitions, Budgeting, Profitability Analysis
Education
NYU School of Continuing Professional Studies 2010 — 2010
Real Estate/Construction
Saint Bonaventure University 1982 — 1986
BBA, Accounting (Major); International Business (Minor)
Greece Athena High School 1978 — 1982
Regents Diploma
Shearman & Sterling LLP May 1999 - Present
CoreNet Global December 2010 - Present
Clinton Hill Apartment Owners Corporation December 2009 - September 2011
Home Box Office May 1994 - May 1999
Fidelity Investments May 1989 - May 1994
ITT Sheraton May 1987 - May 1989
Skills
Workplace Design, Budgets, Real Estate, Project Management, Corporate Real Estate, Negotiation, Financial Analysis, Real Estate Transactions, Management, Lease Administration, Leadership, Start-ups, Leases, Acquisitions, Contract Negotiation, Build Out, Process Management, Capital Budgeting, Lease Negotiations, Space planning, Cash Flow, Interior Design, Disposition, Vendor Management, CO-PA, Due Diligence, Space-planning, Vendor Relationships, Networking, Staff Management, Cashflow Analysis, Mergers & Acquisitions, Budgeting, Profitability Analysis
Education
NYU School of Continuing Professional Studies 2010 — 2010
Real Estate/Construction
Saint Bonaventure University 1982 — 1986
BBA, Accounting (Major); International Business (Minor)
Greece Athena High School 1978 — 1982
Regents Diploma
Taylor Kessel's Fidelity Investments Experience May 2013 - Present
Job Family Room Specialist at Apple Inc.
Industry Computer Software
Experience
Apple January 2015 - Present
Fidelity Investments May 2013 - Present
Hewlett-Packard January 2015 - April 2015
Fidelity Investments August 2014 - January 2015
Skills
Quality Assurance, Java, Apple Certified, Linux, Agile Methodologies, Application Security, Software Development, Test Automation, Web Development, C++ Language, Scrum, XML, Systems Analysis, Eclipse, Microsoft Office, Microsoft Visual Studio..., MySQL, OWASP, SQL, PHP, JavaScript, CSS, HTML 5, Python, Cloud Computing, SDLC, Web Applications, HTML, iOS, OS X, Mac OS X Server, Computer Hardware..., Software Troubleshooting, C++
Education
University of New Hampshire-Manchester 2013 — 2015
Bachelor of Science (B.S.), Computer Science
Saint Anselm College 2012 — 2013
Bachelor of Arts (B.A.), Computer Science
Nashua High School South
Apple January 2015 - Present
Fidelity Investments May 2013 - Present
Hewlett-Packard January 2015 - April 2015
Fidelity Investments August 2014 - January 2015
Skills
Quality Assurance, Java, Apple Certified, Linux, Agile Methodologies, Application Security, Software Development, Test Automation, Web Development, C++ Language, Scrum, XML, Systems Analysis, Eclipse, Microsoft Office, Microsoft Visual Studio..., MySQL, OWASP, SQL, PHP, JavaScript, CSS, HTML 5, Python, Cloud Computing, SDLC, Web Applications, HTML, iOS, OS X, Mac OS X Server, Computer Hardware..., Software Troubleshooting, C++
Education
University of New Hampshire-Manchester 2013 — 2015
Bachelor of Science (B.S.), Computer Science
Saint Anselm College 2012 — 2013
Bachelor of Arts (B.A.), Computer Science
Nashua High School South
Traci Bostrom Traci Bostrom's Fidelity Investments Experience 2003 - 2005
Job Director Investment Compliance at Columbia Management
Industry Financial Services
Experience
Ameriprise Financial, Columbia Management May 2010 - Present
Columbia Management February 2009 - December 2010
Wellington Management 2005 - October 2007
Babson Capital Management 2005 - 2005
Fidelity Investments 2003 - 2005
Scudder Investments 2000 - 2003
Skills
Mutual Funds, Fixed Income, Equities, Alternative Investments, Asset Managment, Bloomberg, Hedge Funds, Investments, Asset Allocation, Investment Strategies
Education
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
everett high school
Ameriprise Financial, Columbia Management May 2010 - Present
Columbia Management February 2009 - December 2010
Wellington Management 2005 - October 2007
Babson Capital Management 2005 - 2005
Fidelity Investments 2003 - 2005
Scudder Investments 2000 - 2003
Skills
Mutual Funds, Fixed Income, Equities, Alternative Investments, Asset Managment, Bloomberg, Hedge Funds, Investments, Asset Allocation, Investment Strategies
Education
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
everett high school
Bethany Dever Bethany Dever's Fidelity Investments Experience December 1999 - February 2005
Job Agency Owner at Horace Mann
Industry Financial Services
Experience
Horace Mann April 2014 - Present
Martha's Vineyard Financial Group January 2012 - January 2014
Citizens Investment Services August 2008 - August 2012
Childrens Hospital Boston February 2005 - January 2007
Fidelity Investments December 1999 - February 2005
Skills
Mutual Funds, Series 7, Series 65, Series 63, Uniform Combined State..., Wealth Management, Investments, Strategic Financial..., Investment Management, Estate Planning, Asset Managment, Property & Casualty..., Life Insurance, Long Term Care Insurance
Education
Saint Michael's College 1988 — 1992
BA, History
Horace Mann April 2014 - Present
Martha's Vineyard Financial Group January 2012 - January 2014
Citizens Investment Services August 2008 - August 2012
Childrens Hospital Boston February 2005 - January 2007
Fidelity Investments December 1999 - February 2005
Skills
Mutual Funds, Series 7, Series 65, Series 63, Uniform Combined State..., Wealth Management, Investments, Strategic Financial..., Investment Management, Estate Planning, Asset Managment, Property & Casualty..., Life Insurance, Long Term Care Insurance
Education
Saint Michael's College 1988 — 1992
BA, History
Patrick O'Keefe, CFP Patrick O'Keefe, CFP's Fidelity Investments Experience October 2014 - Present
Job VP/Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
CrossFit Steam February 2012 - Present
Fidelity Investments January 2012 - October 2014
Fidelity Investments April 2011 - December 2011
JPMorgan Chase & Co. April 2010 - April 2011
MetLife June 2007 - April 2010
Skills
Investments, Series 7, Financial Planning, Series 63, Retirement Planning, Wealth Management
Education
Saint Joseph's University 2003 — 2007
Bachelor's degree, Marketing
Fidelity Investments October 2014 - Present
CrossFit Steam February 2012 - Present
Fidelity Investments January 2012 - October 2014
Fidelity Investments April 2011 - December 2011
JPMorgan Chase & Co. April 2010 - April 2011
MetLife June 2007 - April 2010
Skills
Investments, Series 7, Financial Planning, Series 63, Retirement Planning, Wealth Management
Education
Saint Joseph's University 2003 — 2007
Bachelor's degree, Marketing
Francesca Patrone Francesca Patrone's Fidelity Investments Experience January 2015 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments November 2009 - December 2014
Kirkwood & Gachko LLP June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, Microsoft Office
Education
Saint Joseph's University 2005 — 2009
B.S., Business Administration, Marketing
Fidelity Investments January 2015 - Present
Fidelity Investments November 2009 - December 2014
Kirkwood & Gachko LLP June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, Microsoft Office
Education
Saint Joseph's University 2005 — 2009
B.S., Business Administration, Marketing
Stephen Shea's Fidelity Investments Experience March 2005 - April 2007
Job Managing Partner at VII Peaks Capital, LLC.
Industry Financial Services
Experience
VII Peaks Capital, LLC. August 2009 - Present
Fidelity Investments March 2005 - April 2007
Wentworth, Hauser and Violich January 2000 - January 2004
Skills
Portfolio Management, Investments, Bloomberg, Hedge Funds, Investment Strategies, Financial Analysis, Asset Allocation, Fixed Income, Capital Markets, Mergers, Strategic Financial..., New Business Development, Strategic Planning, Asset Managment, Business Development, Derivatives, Entrepreneurship, Restructuring, Venture Development, Start-up Consulting, Private Equity, Venture Capital, Platform Integration, Public Speaking, Mergers & Acquisitions, Alternative Investments, Management, Trading, Valuation
Education
Saint Mary's College of California 1996 — 1998
Business, Finance, Economics
De La Salle High School. 1995 — 1998
PhD, Point Guard.
VII Peaks Capital, LLC. August 2009 - Present
Fidelity Investments March 2005 - April 2007
Wentworth, Hauser and Violich January 2000 - January 2004
Skills
Portfolio Management, Investments, Bloomberg, Hedge Funds, Investment Strategies, Financial Analysis, Asset Allocation, Fixed Income, Capital Markets, Mergers, Strategic Financial..., New Business Development, Strategic Planning, Asset Managment, Business Development, Derivatives, Entrepreneurship, Restructuring, Venture Development, Start-up Consulting, Private Equity, Venture Capital, Platform Integration, Public Speaking, Mergers & Acquisitions, Alternative Investments, Management, Trading, Valuation
Education
Saint Mary's College of California 1996 — 1998
Business, Finance, Economics
De La Salle High School. 1995 — 1998
PhD, Point Guard.
Derek Gadbois Derek Gadbois's Fidelity Investments Experience November 2007 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Fidelity Investments August 2006 - October 2007
Fidelity Investments January 2000 - July 2006
Skills
Series 63, 401k, Mutual Funds, Series 7, Financial Services, Management, Retirement Planning, Retirement, Investments, Leadership, Asset Allocation, Strategic Planning, Wealth Management, Relationship Management, Strategy
Education
Saint Michael's College 1988 — 1992
BA, Political Science
Fidelity Investments November 2007 - Present
Fidelity Investments August 2006 - October 2007
Fidelity Investments January 2000 - July 2006
Skills
Series 63, 401k, Mutual Funds, Series 7, Financial Services, Management, Retirement Planning, Retirement, Investments, Leadership, Asset Allocation, Strategic Planning, Wealth Management, Relationship Management, Strategy
Education
Saint Michael's College 1988 — 1992
BA, Political Science
John Flanigan's Fidelity Investments Experience October 2006 - December 2008
Job Technology Architect
Industry Information Technology and Services
Experience
Technology Architects LLC January 2011 - Present
Analog Devices (client) November 2013 - September 2015
EMC Corporation (client) January 2011 - September 2013
United Natural Foods (client) June 2010 - August 2010
Simmunity, Inc. (client) July 2009 - March 2010
Fidelity Investments October 2006 - December 2008
Software Technology Initiative, Inc. 1985 - 2006
Genzyme Corporation (client) May 1996 - March 2002
John Hancock Life Insurance Company (client) January 1997 - March 2001
Various Clients September 1986 - March 2001
Skills
Integration, Enterprise Architecture, Requirements Analysis, IT Service Management, Enterprise Software, Software Development, SOA, Security, SDLC, Solution Architecture, Database Architecture, CMDB, InfraEnterprise, Software Design, SQL, ServiceNow, Microsoft SQL Server, ITIL Change Management, ITIL Config Management, VMware ESXi, System Administration
Education
University of Massachusetts, Amherst 1972 — 1973
Physics Doctoral program
Saint Joseph's University 1968 — 1972
B.S., Physics
University of Pennsylvania 1970 — 1970
Summer Program in Modern Physics
Technology Architects LLC January 2011 - Present
Analog Devices (client) November 2013 - September 2015
EMC Corporation (client) January 2011 - September 2013
United Natural Foods (client) June 2010 - August 2010
Simmunity, Inc. (client) July 2009 - March 2010
Fidelity Investments October 2006 - December 2008
Software Technology Initiative, Inc. 1985 - 2006
Genzyme Corporation (client) May 1996 - March 2002
John Hancock Life Insurance Company (client) January 1997 - March 2001
Various Clients September 1986 - March 2001
Skills
Integration, Enterprise Architecture, Requirements Analysis, IT Service Management, Enterprise Software, Software Development, SOA, Security, SDLC, Solution Architecture, Database Architecture, CMDB, InfraEnterprise, Software Design, SQL, ServiceNow, Microsoft SQL Server, ITIL Change Management, ITIL Config Management, VMware ESXi, System Administration
Education
University of Massachusetts, Amherst 1972 — 1973
Physics Doctoral program
Saint Joseph's University 1968 — 1972
B.S., Physics
University of Pennsylvania 1970 — 1970
Summer Program in Modern Physics
David Stankard's Fidelity Investments Experience August 2012 - May 2013
Job Senior Software Engineer at HealthWyse, Inc
Industry Computer Software
Experience
HealthWyse, Inc July 2014 - Present
EMD Millipore May 2013 - June 2014
Fidelity Investments August 2012 - May 2013
Millipore May 2011 - July 2012
uTest June 2010 - April 2011
Service Heartbeat, LLC February 2010 - April 2010
Schneider Electric May 2009 - January 2010
FirstBest Systems September 2008 - April 2009
HNW, Inc March 2007 - August 2008
SoundBite Communications September 2005 - March 2007
Skills
Java Enterprise Edition, SQL, Struts, Tomcat, Web Applications, Java, JavaScript, JDBC, Core Java, Enterprise Software, Software Quality..., Hibernate, Spring, JSP, Intershop, jQuery, CSS, MySQL
Education
Saint Michael's College 1994 — 1998
BS, Computer Science
HealthWyse, Inc July 2014 - Present
EMD Millipore May 2013 - June 2014
Fidelity Investments August 2012 - May 2013
Millipore May 2011 - July 2012
uTest June 2010 - April 2011
Service Heartbeat, LLC February 2010 - April 2010
Schneider Electric May 2009 - January 2010
FirstBest Systems September 2008 - April 2009
HNW, Inc March 2007 - August 2008
SoundBite Communications September 2005 - March 2007
Skills
Java Enterprise Edition, SQL, Struts, Tomcat, Web Applications, Java, JavaScript, JDBC, Core Java, Enterprise Software, Software Quality..., Hibernate, Spring, JSP, Intershop, jQuery, CSS, MySQL
Education
Saint Michael's College 1994 — 1998
BS, Computer Science
Andrew Samson's Fidelity Investments Experience May 2011 - Present
Job Senior Risk Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
MassDevelopment October 2005 - May 2011
MassDevelopment October 2005 - May 2008
JPMorgan Chase October 2004 - October 2005
State Street August 2003 - October 2004
Applied Materials May 2002 - May 2003
Skills
Risk Management, Financial Analysis, Financial Reporting, Financial Risk, Portfolio Management, Enterprise Risk..., Accounting, Finance, Analysis, Internal Controls, Budgets, Risk Assessment, Internal Audit, Program Management, Business Continuity, Financial Modeling, Access, Management, Strategy, Operational Risk..., Investments, Insurance, Securities
Education
Saint Michael's College 1999 — 2003
Bachelor of Science, Accounting; Finance
Dover Sherborn Regional High School 1995 — 1999
Fidelity Investments May 2011 - Present
MassDevelopment October 2005 - May 2011
MassDevelopment October 2005 - May 2008
JPMorgan Chase October 2004 - October 2005
State Street August 2003 - October 2004
Applied Materials May 2002 - May 2003
Skills
Risk Management, Financial Analysis, Financial Reporting, Financial Risk, Portfolio Management, Enterprise Risk..., Accounting, Finance, Analysis, Internal Controls, Budgets, Risk Assessment, Internal Audit, Program Management, Business Continuity, Financial Modeling, Access, Management, Strategy, Operational Risk..., Investments, Insurance, Securities
Education
Saint Michael's College 1999 — 2003
Bachelor of Science, Accounting; Finance
Dover Sherborn Regional High School 1995 — 1999
Philip E Pouey's Fidelity Investments Experience 2015 - Present
Job Investment Solutions Representative
Industry Banking
Experience
Fidelity Investments 2015 - Present
Merrill Lynch Global Wealth Management 2012 - 2015
JPMorgan Chase Bank 2011 - 2012
JPMorgan Chase Bank 2008 - 2010
JPMorgan Chase Bank 2006 - April 2008
JPMorgan Chase Bank 2003 - 2006
Skills
Strategic Planning, Mortgage Lending, English, Loans, Credit, Risk Management, Banking, Management, Finance, Mergers & Acquisitions, Strategic Financial..., Investments, Financial Risk, Credit Analysis, Executive Management, Financial Analysis, Mortgage Banking, Commercial Lending, Wealth Management, Strategy, Cash Management, Small Business, Financial Services, Loan Origination, Credit Risk, Small Business Lending, Relationship Management, Financial Planning
Education
St. Thomas University
MBA
Saint Leo University
BBA
Fidelity Investments 2015 - Present
Merrill Lynch Global Wealth Management 2012 - 2015
JPMorgan Chase Bank 2011 - 2012
JPMorgan Chase Bank 2008 - 2010
JPMorgan Chase Bank 2006 - April 2008
JPMorgan Chase Bank 2003 - 2006
Skills
Strategic Planning, Mortgage Lending, English, Loans, Credit, Risk Management, Banking, Management, Finance, Mergers & Acquisitions, Strategic Financial..., Investments, Financial Risk, Credit Analysis, Executive Management, Financial Analysis, Mortgage Banking, Commercial Lending, Wealth Management, Strategy, Cash Management, Small Business, Financial Services, Loan Origination, Credit Risk, Small Business Lending, Relationship Management, Financial Planning
Education
St. Thomas University
MBA
Saint Leo University
BBA
Tina Souza, PMP's Fidelity Investments Experience June 2013 - Present
Job Director, Sales & Relationship Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Charitable January 2004 - June 2013
Fidelity Investments December 2004 - June 2006
Fidelity Investments January 2004 - December 2004
Siebel Systems August 1999 - April 2003
Putnam Investments 2002 - 2003
Software Emancipation Technology September 1997 - August 1999
Education
ITI Information Technology Institute 1996 — 1997
AIT, Information Technology
Saint Mary's University 1989 — 1992
BSc, Chemistry
Fidelity Investments June 2013 - Present
Fidelity Charitable January 2004 - June 2013
Fidelity Investments December 2004 - June 2006
Fidelity Investments January 2004 - December 2004
Siebel Systems August 1999 - April 2003
Putnam Investments 2002 - 2003
Software Emancipation Technology September 1997 - August 1999
Education
ITI Information Technology Institute 1996 — 1997
AIT, Information Technology
Saint Mary's University 1989 — 1992
BSc, Chemistry
Jean Lamendola-Goss's Fidelity Investments Experience October 2007 - July 2014
Job Vice President, Key Accounts at Prudential Retirement
Industry Financial Services
Experience
Prudential July 2014 - Present
Fidelity Investments October 2007 - July 2014
Charles Schwab July 2001 - October 2007
Skills
Asset Allocation, Investments, Mutual Funds, Pensions, Relationship Management, Retirement, Retirement Planning, Series 7, Series 63, 401k, Asset Management, Equities, Financial Services, Fixed Income, Securities, Investment Strategies, Series 6, Investment Advisory, Investment Management, Defined Contribution, Strategic Financial..., FINRA, Series 65, Retirement Plan..., Qualified Retirement..., Client Services, Mergers, Profit Sharing, Stocks
Education
Saint Bonaventure University 1986 — 1990
BS, Elementary Education
Prudential July 2014 - Present
Fidelity Investments October 2007 - July 2014
Charles Schwab July 2001 - October 2007
Skills
Asset Allocation, Investments, Mutual Funds, Pensions, Relationship Management, Retirement, Retirement Planning, Series 7, Series 63, 401k, Asset Management, Equities, Financial Services, Fixed Income, Securities, Investment Strategies, Series 6, Investment Advisory, Investment Management, Defined Contribution, Strategic Financial..., FINRA, Series 65, Retirement Plan..., Qualified Retirement..., Client Services, Mergers, Profit Sharing, Stocks
Education
Saint Bonaventure University 1986 — 1990
BS, Elementary Education
Christian Pariseault, CFA's Fidelity Investments Experience April 2006 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Education
Saint Michael's College 1988 — 1992
Bachelor of Science (BS), Business Administration
Fidelity Investments April 2006 - Present
Education
Saint Michael's College 1988 — 1992
Bachelor of Science (BS), Business Administration
Denise (Copelotti) Chatfield's Fidelity Investments Experience May 2004 - February 2009
Job Sr Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2004 - February 2009
Education
Saint Michael's College 1985 — 1989
BA, Business Administration
Fidelity Investments May 2004 - February 2009
Education
Saint Michael's College 1985 — 1989
BA, Business Administration
Debora Grant, PMP's Fidelity Investments Experience 1996 - 1999
Job PMO Head, Global Product Operations at BMO Financial Group
Industry Banking
Experience
BMO Financial Group June 2013 - Present
BMO Financial Group June 2011 - June 2013
CIBC 2007 - June 2011
CIBC 2003 - 2007
IFDS 2002 - 2003
Humber College 2002 - 2002
Merrill Lynch 1999 - 2001
Fidelity Investments 1996 - 1999
Skills
Project Delivery, SDLC, Vendor Management, Project Portfolio..., Project Management, Business Analysis, Financial Services, Business Requirements, PMO, Requirements Gathering, Business Process..., Risk Management, IT Strategy, Governance, Building Relationships, Leadership, Coaching Staff
Education
Saint Mary's University 1992 — 1996
Bachelor of Commerce, Finance & Human Resource Mgt
BMO Financial Group June 2013 - Present
BMO Financial Group June 2011 - June 2013
CIBC 2007 - June 2011
CIBC 2003 - 2007
IFDS 2002 - 2003
Humber College 2002 - 2002
Merrill Lynch 1999 - 2001
Fidelity Investments 1996 - 1999
Skills
Project Delivery, SDLC, Vendor Management, Project Portfolio..., Project Management, Business Analysis, Financial Services, Business Requirements, PMO, Requirements Gathering, Business Process..., Risk Management, IT Strategy, Governance, Building Relationships, Leadership, Coaching Staff
Education
Saint Mary's University 1992 — 1996
Bachelor of Commerce, Finance & Human Resource Mgt
Brent Kendall's Fidelity Investments Experience September 2007 - December 2014
Job Senior Consultant at NTT Centerstance, Inc.
Industry Accounting
Experience
NTT Centerstance, Inc. January 2015 - Present
Independent IT Consultant/Contractor September 2013 - December 2014
Fidelity Investments September 2007 - December 2014
Intelsat July 2001 - September 2007
Nybor July 2000 - June 2001
American Management Systems 1996 - 2000
Skills
Salesforce.com, Agile Methodologies, Spring, Microsoft SQL Server, Java, C#, OBIEE, Sonar, Oracle SQL, MyBatis, Hibernate, Jenkins, Crucible
Education
Saint Michael's College 1992 — 1996
Bachelor of Science (BS), Computer Science
Milton Highschool 1989 — 1992
NTT Centerstance, Inc. January 2015 - Present
Independent IT Consultant/Contractor September 2013 - December 2014
Fidelity Investments September 2007 - December 2014
Intelsat July 2001 - September 2007
Nybor July 2000 - June 2001
American Management Systems 1996 - 2000
Skills
Salesforce.com, Agile Methodologies, Spring, Microsoft SQL Server, Java, C#, OBIEE, Sonar, Oracle SQL, MyBatis, Hibernate, Jenkins, Crucible
Education
Saint Michael's College 1992 — 1996
Bachelor of Science (BS), Computer Science
Milton Highschool 1989 — 1992
Christopher Fredo, CLU, LUTCF's Fidelity Investments Experience 1996 - 1997
Job Senior Development Manager
Industry Financial Services
Experience
New York Life November 2010 - Present
New York Life Insurance Company March 2007 - November 2010
New York Life Insurance Company March 2004 - March 2007
Enterprise Rent-A-Car 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Investments, Securities, Succession Planning, Strategic Planning, Mutual Funds, Sales Management, Coaching, Financial Services, Leadership Development, Team Building
Education
FINRA Series 6, 7, 26, 63
Finra Series 7, 6, 26, 63
The American College
CLU, LUTCF
Saint Michael's College 1991 — 1995
BS, Business Administration
Hebron Academy 1990 — 1991
Lunenburg High School 1987 — 1990
New York Life November 2010 - Present
New York Life Insurance Company March 2007 - November 2010
New York Life Insurance Company March 2004 - March 2007
Enterprise Rent-A-Car 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Investments, Securities, Succession Planning, Strategic Planning, Mutual Funds, Sales Management, Coaching, Financial Services, Leadership Development, Team Building
Education
FINRA Series 6, 7, 26, 63
Finra Series 7, 6, 26, 63
The American College
CLU, LUTCF
Saint Michael's College 1991 — 1995
BS, Business Administration
Hebron Academy 1990 — 1991
Lunenburg High School 1987 — 1990
Sean Lillis's Fidelity Investments Experience June 2012 - May 2014
Job System Analyst at Merchants Fleet Management
Industry Health, Wellness and Fitness
Experience
Merchants Fleet Management May 2014 - Present
Fidelity Investments June 2012 - May 2014
Veritude (Fidelity/Contract) October 2011 - June 2012
Choicelinx December 2010 - October 2011
Alexander Technology Group (Contract) August 2010 - October 2010
Fidelity Investments March 2009 - April 2010
Fidelity Investments August 2006 - February 2009
Fidelity Investments February 2004 - July 2006
Fidelity Investments September 2001 - February 2004
Skills
Requirements Analysis, Business Analysis, Business Requirements, SDLC, Process Improvement, Requirements Gathering, Vendor Management, Business Process..., Business Process, Visio, Agile Methodologies, Quality Assurance, System Testing, Project Management
Education
Saint Anselm College 1989 — 1994
Bachelor of Science (BS), Psychology
Merchants Fleet Management May 2014 - Present
Fidelity Investments June 2012 - May 2014
Veritude (Fidelity/Contract) October 2011 - June 2012
Choicelinx December 2010 - October 2011
Alexander Technology Group (Contract) August 2010 - October 2010
Fidelity Investments March 2009 - April 2010
Fidelity Investments August 2006 - February 2009
Fidelity Investments February 2004 - July 2006
Fidelity Investments September 2001 - February 2004
Skills
Requirements Analysis, Business Analysis, Business Requirements, SDLC, Process Improvement, Requirements Gathering, Vendor Management, Business Process..., Business Process, Visio, Agile Methodologies, Quality Assurance, System Testing, Project Management
Education
Saint Anselm College 1989 — 1994
Bachelor of Science (BS), Psychology
Thomas Dugan's Fidelity Investments Experience October 1996 - December 2008
Job Director, SAP support at Answerthink
Industry Information Technology and Services
Experience
MUSA Technology/Shire Pharmaceutical November 2011 - March 2013
Fidelity Investments October 1996 - December 2008
Digital Equipment Corporation 1989 - 1996
Skills
Product Development, Program Management, Business Process, Change Management, Project Estimation, Staff Management, Management, ERP, Vendor Management, Quality Assurance, Enterprise Architecture, SDLC, Cross-functional Team..., Business Analysis, Project Planning, Data Center, Testing, Contract Management, Process Improvement, Enterprise Software, SAP, Project Management, PMP, Business Development, Requirements Analysis, Project Portfolio..., Software Project..., Oracle, PMO, Business Process..., Visio, IT Strategy, Agile Methodologies, Requirements Gathering, Integration, Business Intelligence, Outsourcing, IT Management, Business Requirements, MS Project
Education
Saint Louis University 1975 — 1979
Marquette University High School 1970 — 1974
MUSA Technology/Shire Pharmaceutical November 2011 - March 2013
Fidelity Investments October 1996 - December 2008
Digital Equipment Corporation 1989 - 1996
Skills
Product Development, Program Management, Business Process, Change Management, Project Estimation, Staff Management, Management, ERP, Vendor Management, Quality Assurance, Enterprise Architecture, SDLC, Cross-functional Team..., Business Analysis, Project Planning, Data Center, Testing, Contract Management, Process Improvement, Enterprise Software, SAP, Project Management, PMP, Business Development, Requirements Analysis, Project Portfolio..., Software Project..., Oracle, PMO, Business Process..., Visio, IT Strategy, Agile Methodologies, Requirements Gathering, Integration, Business Intelligence, Outsourcing, IT Management, Business Requirements, MS Project
Education
Saint Louis University 1975 — 1979
Marquette University High School 1970 — 1974
Deb Palladino's Fidelity Investments Experience July 2006 - April 2013
Job Independent Consultant
Industry Financial Services
Experience
Management Consulting September 2013 - Present
Fidelity Investments July 2006 - April 2013
Fidelity Investments December 2002 - July 2006
Upromise March 2002 - December 2002
Fidelity Investments December 2000 - February 2002
Fidelity Investments July 1997 - December 2000
Montgomery Securities July 1994 - February 1997
Benham Funds July 1993 - July 1994
North American Security Life (now Manulife Financial) June 1987 - July 1993
Skills
SDLC, Financial Services, Vendor Management, Risk Management, IT Strategy, Business Intelligence, Project Management, Program Management, Analysis, Business Analysis, Business Requirements, Leadership, PMO, Software Project...
Education
Saint Michael's College 1983 — 1987
Management Consulting September 2013 - Present
Fidelity Investments July 2006 - April 2013
Fidelity Investments December 2002 - July 2006
Upromise March 2002 - December 2002
Fidelity Investments December 2000 - February 2002
Fidelity Investments July 1997 - December 2000
Montgomery Securities July 1994 - February 1997
Benham Funds July 1993 - July 1994
North American Security Life (now Manulife Financial) June 1987 - July 1993
Skills
SDLC, Financial Services, Vendor Management, Risk Management, IT Strategy, Business Intelligence, Project Management, Program Management, Analysis, Business Analysis, Business Requirements, Leadership, PMO, Software Project...
Education
Saint Michael's College 1983 — 1987
Thomas Burghardt's Fidelity Investments Experience March 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments May 2013 - March 2015
Fidelity Investments March 2010 - May 2013
Fidelity Investments September 2007 - February 2010
Fidelity Investments July 2006 - September 2007
Fidelity Investments March 2005 - July 2006
Fidelity Investments January 2004 - March 2005
State Street July 2002 - January 2004
State Street July 2001 - July 2002
Education
Southern New Hampshire University 2002 — 2006
MBA
Southern New Hampshire University 2002 — 2006
Graduate Certificate, Finance
Saint Anselm College 1997 — 2001
B.A., Economics
Saint Anselm College 1997 — 2001
Undergraduate Certificate, Modern Languages - German
Fidelity Investments March 2015 - Present
Fidelity Investments May 2013 - March 2015
Fidelity Investments March 2010 - May 2013
Fidelity Investments September 2007 - February 2010
Fidelity Investments July 2006 - September 2007
Fidelity Investments March 2005 - July 2006
Fidelity Investments January 2004 - March 2005
State Street July 2002 - January 2004
State Street July 2001 - July 2002
Education
Southern New Hampshire University 2002 — 2006
MBA
Southern New Hampshire University 2002 — 2006
Graduate Certificate, Finance
Saint Anselm College 1997 — 2001
B.A., Economics
Saint Anselm College 1997 — 2001
Undergraduate Certificate, Modern Languages - German
Andrew Odeen's Fidelity Investments Experience 1999 - 2006
Job Senior Manager Recordkeeping Services Operations at Vanguard
Industry Financial Services
Experience
Freshwater Stone and Brickwork February 2014 - Present
Vanguard January 2012 - February 2014
Vanguard July 2007 - December 2011
Vanguard July 2006 - June 2007
Fidelity Investments 1999 - 2006
Skills
Operations Management, Process Improvement, Business Analysis, Risk Management, Business Process..., Financial Services, Leadership, Six Sigma, Financial Analysis
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration (MBA), Finance
Siena College 1994 — 1998
Freshwater Stone and Brickwork February 2014 - Present
Vanguard January 2012 - February 2014
Vanguard July 2007 - December 2011
Vanguard July 2006 - June 2007
Fidelity Investments 1999 - 2006
Skills
Operations Management, Process Improvement, Business Analysis, Risk Management, Business Process..., Financial Services, Leadership, Six Sigma, Financial Analysis
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration (MBA), Finance
Siena College 1994 — 1998
Tim Lefor's Fidelity Investments Experience January 2008 - June 2008
Job Consultant Project Manager for Veritude at Fidelity Investments
Industry Financial Services
Experience
Veritude November 2009 - Present
Fidelity Investments January 2008 - June 2008
FAF Advisors July 2005 - August 2007
American Express Financial Advisors April 1992 - July 2005
Skills
Vendor Management, Process Improvement
Education
University of St. Thomas 2001 — 2005
Masters, Software Systems
Saint John's University 1987 — 1991
BA, Business Management
Veritude November 2009 - Present
Fidelity Investments January 2008 - June 2008
FAF Advisors July 2005 - August 2007
American Express Financial Advisors April 1992 - July 2005
Skills
Vendor Management, Process Improvement
Education
University of St. Thomas 2001 — 2005
Masters, Software Systems
Saint John's University 1987 — 1991
BA, Business Management
Brendan Sullivan's Fidelity Investments Experience March 2015 - Present
Job VP, Enterprise Data Management and Governance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments December 1996 - March 2015
Softrax 1994 - March 2015
First Data Corporation 1991 - 1994
The Shareholders Services Group (TSSG) 1991 - 1994
American Express/First Data Corporation 1991 - 1993
QV Trading Systems 1987 - 1989
Skills
Enterprise Data..., Collibra, Hadoop, Leadership, Big Data, End to End Solutions, Cross Channel Marketing, Project Portfolio..., SDLC, Software Project..., Waterfall, Agile Methodologies, Enterprise Software, Requirements Gathering, Business Analysis, SOA, Requirements Analysis, Software Development, Analytics, Enterprise Integration
Education
Saint Michael's College 1983 — 1987
BS, Computer Science
Fidelity Investments March 2015 - Present
Fidelity Investments December 1996 - March 2015
Softrax 1994 - March 2015
First Data Corporation 1991 - 1994
The Shareholders Services Group (TSSG) 1991 - 1994
American Express/First Data Corporation 1991 - 1993
QV Trading Systems 1987 - 1989
Skills
Enterprise Data..., Collibra, Hadoop, Leadership, Big Data, End to End Solutions, Cross Channel Marketing, Project Portfolio..., SDLC, Software Project..., Waterfall, Agile Methodologies, Enterprise Software, Requirements Gathering, Business Analysis, SOA, Requirements Analysis, Software Development, Analytics, Enterprise Integration
Education
Saint Michael's College 1983 — 1987
BS, Computer Science
David DuBrava's Fidelity Investments Experience March 2004 - July 2006
Job Senior Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
New York Life Insurance Company November 2007 - May 2013
New York Life Insurance Company July 2006 - November 2007
Fidelity Investments March 2004 - July 2006
Skills
Series 6, Series 63, Life Insurance, Teaching, Training Delivery, International Project..., Leadership, Management, 401k, Retirement, Retirement Planning, Strategy, Relationship Management
Education
Saint Bonaventure University 2000 — 2001
MBA, Accounting/Finance
University at Buffalo 1993 — 1998
Bachelors, Health and Human Resources
TIAA-CREF June 2013 - Present
New York Life Insurance Company November 2007 - May 2013
New York Life Insurance Company July 2006 - November 2007
Fidelity Investments March 2004 - July 2006
Skills
Series 6, Series 63, Life Insurance, Teaching, Training Delivery, International Project..., Leadership, Management, 401k, Retirement, Retirement Planning, Strategy, Relationship Management
Education
Saint Bonaventure University 2000 — 2001
MBA, Accounting/Finance
University at Buffalo 1993 — 1998
Bachelors, Health and Human Resources
James Patrick Nugent's Fidelity Investments Experience 2005 - 2009
Job Operations and Client Services Finance Executive
Industry Financial Services
Experience
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
Megan Goodfellow, CFA's Fidelity Investments Experience 1987 - 1990
Job Head of Credit at RealtyMogul.com
Industry Investment Management
Experience
RealtyMogul.com January 2015 - Present
Centerline Capital Group May 2007 - January 2015
JPMorgan 1998 - 2006
JPMorgan Real Estate - CMBS 1998 - 2006
JP Morgan 1998 - 2006
AIG American General 1990 - 1998
American General 1990 - 1998
Fidelity Investments 1987 - 1990
Skills
Portfolio Management, Asset Management, Underwriting, Investments, Loans, Valuation, CMBS, Asset Managment, Real Estate Economics, Credit, Capital Markets, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Financial Structuring, Securitization, Real Estate Financing, Budget Process, Team Management
Education
University of Houston 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Saint Bonaventure University 1976 — 1980
BA, Social Science
RealtyMogul.com January 2015 - Present
Centerline Capital Group May 2007 - January 2015
JPMorgan 1998 - 2006
JPMorgan Real Estate - CMBS 1998 - 2006
JP Morgan 1998 - 2006
AIG American General 1990 - 1998
American General 1990 - 1998
Fidelity Investments 1987 - 1990
Skills
Portfolio Management, Asset Management, Underwriting, Investments, Loans, Valuation, CMBS, Asset Managment, Real Estate Economics, Credit, Capital Markets, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Financial Structuring, Securitization, Real Estate Financing, Budget Process, Team Management
Education
University of Houston 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Saint Bonaventure University 1976 — 1980
BA, Social Science
Patrick Pallatroni, CFP's Fidelity Investments Experience April 2000 - Present
Job Guidance Consultant at Fidelity Investments
Industry Financial Services
Christopher Hagan's Fidelity Investments Experience 2007 - 2009
Job Vice President at Adviser Investments
Industry Financial Services
Experience
Adviser Investments 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
UBS PaineWebber 2002 - 2003
Standish Mellon Asset Management May 2001 - August 2002
Brown Brothers Harriman 1997 - 1999
Skills
Mutual Funds, Investments, Equities, Retirement Planning, Business Development, FINRA, Product Management, CRM, Relationship Management, Management, Series 7, Series 65, Series 63, Asset Allocation, Sales, Asset Managment, Financial Analysis, Municipal Bonds, MBA
Education
University of San Francisco - School of Management 2004 — 2005
MBA, Management
Saint Michael's College 1993 — 1997
BA, English, Philosophy
Needham High School
Adviser Investments 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
UBS PaineWebber 2002 - 2003
Standish Mellon Asset Management May 2001 - August 2002
Brown Brothers Harriman 1997 - 1999
Skills
Mutual Funds, Investments, Equities, Retirement Planning, Business Development, FINRA, Product Management, CRM, Relationship Management, Management, Series 7, Series 65, Series 63, Asset Allocation, Sales, Asset Managment, Financial Analysis, Municipal Bonds, MBA
Education
University of San Francisco - School of Management 2004 — 2005
MBA, Management
Saint Michael's College 1993 — 1997
BA, English, Philosophy
Needham High School
Cheryl Mills's Fidelity Investments Experience October 2011 - Present
Job Communication Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Skills
Relationship Management, Financial Services, Internal Communications, Corporate Communications, Business Analysis, Project Management, Marketing Communications, Process Improvement, Retirement, Strategic Planning, Strategic Partnerships, PowerPoint
Education
Saint Michael's College 1991 — 1994
BS, Business Administration
Fidelity Investments October 2011 - Present
Skills
Relationship Management, Financial Services, Internal Communications, Corporate Communications, Business Analysis, Project Management, Marketing Communications, Process Improvement, Retirement, Strategic Planning, Strategic Partnerships, PowerPoint
Education
Saint Michael's College 1991 — 1994
BS, Business Administration
Michelle Randolph's Fidelity Investments Experience June 1997 - Present
Job Sr. Managing Director at Fidelity Investments
Industry
Experience
Fidelity Investments June 1997 - Present
Education
Saint Leo University
Fidelity Investments June 1997 - Present
Education
Saint Leo University
Charles Alberti's Fidelity Investments Experience 2009 - April 2010
Job Corporate Vice President at New York Life Sr. Enterprise Architect Enterprise Technology
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
AEGIS Insurance Services May 2010 - 2012
Fidelity Investments 2009 - April 2010
Morgan Stanley April 1996 - March 2007
Shearson Lehman / Smith Barney 1987 - 1996
Skills
Data Modeling, Business Intelligence, IT Strategy, Data Integration, Data Warehousing, Vendor Management, SDLC, Enterprise Architecture, ETL, Requirements Analysis, Program Management, Database Design, Business Analysis, Technical Architecture, Integration Planning, Vendor Relationships, Data Warehouse..., Management Development, Portfolio Management, Information Architecture, Governance, SharePoint, Databases, Systems Analysis, Data Warehouse..., Data Governance, Disaster Recovery, Requirements Gathering, Master Data Management, Business Objects, Integration, Solution Architecture, Software Project...
Education
St. John's University
Bachelor of Science
New York Life Insurance Company December 2012 - Present
AEGIS Insurance Services May 2010 - 2012
Fidelity Investments 2009 - April 2010
Morgan Stanley April 1996 - March 2007
Shearson Lehman / Smith Barney 1987 - 1996
Skills
Data Modeling, Business Intelligence, IT Strategy, Data Integration, Data Warehousing, Vendor Management, SDLC, Enterprise Architecture, ETL, Requirements Analysis, Program Management, Database Design, Business Analysis, Technical Architecture, Integration Planning, Vendor Relationships, Data Warehouse..., Management Development, Portfolio Management, Information Architecture, Governance, SharePoint, Databases, Systems Analysis, Data Warehouse..., Data Governance, Disaster Recovery, Requirements Gathering, Master Data Management, Business Objects, Integration, Solution Architecture, Software Project...
Education
St. John's University
Bachelor of Science
Tom Schappert's Fidelity Investments Experience August 2002 - January 2008
Job Education Management Professional
Industry Education Management
Experience
Fidelity Investments August 2002 - January 2008
Skills
Process Improvement, Strategic Planning, Customer Service, Vendor Management, Change Management, Training, Business Analysis, Program Management, Leadership, Business Process..., Risk Management, Performance Management
Education
New York University - Leonard N. Stern School of Business 1965 — 1971
MBA, Management
Saint Michael's College 1959 — 1963
BA, Business
Fidelity Investments August 2002 - January 2008
Skills
Process Improvement, Strategic Planning, Customer Service, Vendor Management, Change Management, Training, Business Analysis, Program Management, Leadership, Business Process..., Risk Management, Performance Management
Education
New York University - Leonard N. Stern School of Business 1965 — 1971
MBA, Management
Saint Michael's College 1959 — 1963
BA, Business
Stephen Bykowski Jr.'s Fidelity Investments Experience 2008 - 2009
Job Accounts Receivable Analyst at FreudenbergNOK Sealing Technologies
Industry Marketing and Advertising
Experience
Freudenberg-NOK Sealing Technologies September 2013 - Present
State Street Bank January 2011 - August 2013
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Market Basket 1996 - 2002
Skills
Financial Services, Mutual Funds, Financial Analysis, Risk Management, Bloomberg, Securities, Fund Accounting, Marketing Research, Marketing Strategy, Advertising
Education
Southern NH University 2012 — 2014
Master of Science (M.S.), Marketing
Southern New Hampshire University 2002 — 2004
Master, Business Administration
Saint Anselm College 1997 — 2002
Bachelor of Arts, Business
Freudenberg-NOK Sealing Technologies September 2013 - Present
State Street Bank January 2011 - August 2013
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Market Basket 1996 - 2002
Skills
Financial Services, Mutual Funds, Financial Analysis, Risk Management, Bloomberg, Securities, Fund Accounting, Marketing Research, Marketing Strategy, Advertising
Education
Southern NH University 2012 — 2014
Master of Science (M.S.), Marketing
Southern New Hampshire University 2002 — 2004
Master, Business Administration
Saint Anselm College 1997 — 2002
Bachelor of Arts, Business
Michael Markis,CFP®'s Fidelity Investments Experience October 2012 - Present
Job VP/Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments March 2010 - October 2012
Fidelity Investments August 2005 - December 2009
The Vanguard Group February 2004 - August 2005
Skills
Estate Planning, Retirement Planning
Education
St. Joseph's University 2013 — 2016
Master of Business Administration (MBA), Leadership
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Master of Science in Financial Services, Financial Services
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science, Finance
Fidelity Investments October 2012 - Present
Fidelity Investments March 2010 - October 2012
Fidelity Investments August 2005 - December 2009
The Vanguard Group February 2004 - August 2005
Skills
Estate Planning, Retirement Planning
Education
St. Joseph's University 2013 — 2016
Master of Business Administration (MBA), Leadership
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Master of Science in Financial Services, Financial Services
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science, Finance
James A. Whitman's Fidelity Investments Experience 1996 - 2002
Job President of Friction Asset Management Inc.
Industry Financial Services
Experience
Friction Asset Management January 2013 - Present
Manulife Securities Investment Services Inc. March 2013 - Present
Manulife Financial December 2009 - December 2012
Brandes Investment Partners May 2008 - December 2009
Altamira June 2006 - May 2008
National Bank of Canada April 2006 - June 2007
Brandes Investment Partners September 2002 - April 2006
Fidelity Investments 1996 - 2002
Fidelity Investments 1993 - 1996
Skills
Investment Strategies, Asset Managment, Investments, Wealth Management, Retirement, Equities, Mutual Funds, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Financial Services, Banking, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Leadership, Finance, Financial Advisory, ETFs
Education
Saint Mary's University 1984 — 1988
Bachelor's Degree, Finance and Marketing
Friction Asset Management January 2013 - Present
Manulife Securities Investment Services Inc. March 2013 - Present
Manulife Financial December 2009 - December 2012
Brandes Investment Partners May 2008 - December 2009
Altamira June 2006 - May 2008
National Bank of Canada April 2006 - June 2007
Brandes Investment Partners September 2002 - April 2006
Fidelity Investments 1996 - 2002
Fidelity Investments 1993 - 1996
Skills
Investment Strategies, Asset Managment, Investments, Wealth Management, Retirement, Equities, Mutual Funds, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Financial Services, Banking, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Leadership, Finance, Financial Advisory, ETFs
Education
Saint Mary's University 1984 — 1988
Bachelor's Degree, Finance and Marketing
Craig Borkovec's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2015 - Present
BarcodesInc March 2014 - Present
Championship Swimmers May 2004 - August 2014
Newman & Associates October 2013 - March 2014
Saint Louis University Athletics August 2011 - May 2013
Beyond the Ivy 2004 - 2007
Skills
Small Business..., Small Business Marketing, Client Relations Skills, Customer Service, Event Planning, Socail Media Marketing, Donor Relations, Database Administration, Hospitality, Events Coordination
Education
Saint Louis University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Senior
Fenwick High School 2005 — 2009
Fidelity Investments February 2015 - Present
BarcodesInc March 2014 - Present
Championship Swimmers May 2004 - August 2014
Newman & Associates October 2013 - March 2014
Saint Louis University Athletics August 2011 - May 2013
Beyond the Ivy 2004 - 2007
Skills
Small Business..., Small Business Marketing, Client Relations Skills, Customer Service, Event Planning, Socail Media Marketing, Donor Relations, Database Administration, Hospitality, Events Coordination
Education
Saint Louis University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Senior
Fenwick High School 2005 — 2009
Casey Olander's Fidelity Investments Experience June 2012 - April 2014
Job Valuation Associate at Deutsche Bank Asset & Wealth Management
Industry Accounting
Experience
Deutsche Bank April 2014 - Present
Fidelity Investments June 2012 - April 2014
Fidelity Investments January 2011 - June 2012
Skills
Microsoft Excel, Tax Preparation, Bookkeeping, Journal Entries, General Ledger, Tax Returns, Income Tax, Accounting, Tax, Account Reconciliation
Education
Saint Michael's College 2006 — 2010
Bachelor's degree, Accounting and Business Administration, 3.563
Deutsche Bank April 2014 - Present
Fidelity Investments June 2012 - April 2014
Fidelity Investments January 2011 - June 2012
Skills
Microsoft Excel, Tax Preparation, Bookkeeping, Journal Entries, General Ledger, Tax Returns, Income Tax, Accounting, Tax, Account Reconciliation
Education
Saint Michael's College 2006 — 2010
Bachelor's degree, Accounting and Business Administration, 3.563
Suzanne Mammone's Fidelity Investments Experience May 2001 - April 2006
Job Business Development Coordinator at TopSource LLC
Industry Financial Services
Colleen Coombs's Fidelity Investments Experience September 2000 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2000 - Present
Galatea Associates May 1998 - June 2000
TransUnion Credit Bureau January 1990 - August 1997
Skills
SDLC, Requirements Gathering
Education
Saint Mary's College 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Fidelity Investments September 2000 - Present
Galatea Associates May 1998 - June 2000
TransUnion Credit Bureau January 1990 - August 1997
Skills
SDLC, Requirements Gathering
Education
Saint Mary's College 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Dominic Biscardi's Fidelity Investments Experience November 2009 - February 2013
Job Regional Account Manager at @Comm Corporation
Industry Financial Services
Experience
@Comm Corporation June 2015 - Present
Fidelity Investments November 2009 - February 2013
Fidelity Investments July 2006 - September 2009
Ameriquest Mortgage Company January 2005 - October 2005
Atlantic Plywood Corporation March 2004 - January 2005
Boston Fence June 1998 - June 2004
Skills
Investments, Mutual Funds, Retirement, Sales, Financial Services, Relationship Management, Brokers, Retirement Planning, Portfolio Management, Equities, Business Analysis, Series 63, Wealth Management, Fixed Income, Financial Analysis, Risk Management, Vendor Management, Banking, Asset Management, Securities, Strategic Financial..., Process Improvement, Customer Service, Logistics, CRM
Education
Saint Michael's College 1998 — 2002
Bachelor's Degree, Business Administration and Management, B
Austin Preparatory School 1995 — 1998
High School, B+
@Comm Corporation June 2015 - Present
Fidelity Investments November 2009 - February 2013
Fidelity Investments July 2006 - September 2009
Ameriquest Mortgage Company January 2005 - October 2005
Atlantic Plywood Corporation March 2004 - January 2005
Boston Fence June 1998 - June 2004
Skills
Investments, Mutual Funds, Retirement, Sales, Financial Services, Relationship Management, Brokers, Retirement Planning, Portfolio Management, Equities, Business Analysis, Series 63, Wealth Management, Fixed Income, Financial Analysis, Risk Management, Vendor Management, Banking, Asset Management, Securities, Strategic Financial..., Process Improvement, Customer Service, Logistics, CRM
Education
Saint Michael's College 1998 — 2002
Bachelor's Degree, Business Administration and Management, B
Austin Preparatory School 1995 — 1998
High School, B+
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank