Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Eric Pirone Eric Pirone's Fidelity Investments Experience 1995 - 2003
Job Managing Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management 2013 - Present
Outrigger Capital, LLC 2009 - 2013
Deutsche Bank 2003 - 2008
Fidelity Investments 1995 - 2003
Skills
Hedge Funds, Mutual Funds, Financial Advisory, Investment Management, Managed Futures, Commodity, Alternative Investments, Series 7, Series 63, Investment Advisory, Asset Managment, Asset Allocation, Retirement Planning, Capital, Asset Management, Separately Managed..., Institutional..., Investments, Financial Services, Portfolio Management
Education
Saint Michael's College 1987 — 1990
BS, Political Science
Don Bosco Prep 1983 — 1986
Babson Capital Management 2013 - Present
Outrigger Capital, LLC 2009 - 2013
Deutsche Bank 2003 - 2008
Fidelity Investments 1995 - 2003
Skills
Hedge Funds, Mutual Funds, Financial Advisory, Investment Management, Managed Futures, Commodity, Alternative Investments, Series 7, Series 63, Investment Advisory, Asset Managment, Asset Allocation, Retirement Planning, Capital, Asset Management, Separately Managed..., Institutional..., Investments, Financial Services, Portfolio Management
Education
Saint Michael's College 1987 — 1990
BS, Political Science
Don Bosco Prep 1983 — 1986
Michael Paduck Michael Paduck's Fidelity Investments Experience October 1995 - January 1997
Job Corporate Account Manager
Industry Health, Wellness and Fitness
Experience
Town Sports International August 2003 - Present
Fleet Boston Financial January 1998 - March 2003
Brown & Company February 1997 - December 1997
Fidelity Investments October 1995 - January 1997
Scudder Stevens & Clark September 1993 - October 1995
Skills
Fitness, Wellness, Account Management, Customer Service, Direct Sales, Management, New Business Development, Sales, Sales Management, Sports, Hospitality, Team Building, Wellness Coaching, Marketing, Training, Cold Calling, Customer Retention, Salesforce.com
Education
Saint Michael's College 1990 — 1993
University of Massachusetts, Amherst 1989 — 1990
Town Sports International August 2003 - Present
Fleet Boston Financial January 1998 - March 2003
Brown & Company February 1997 - December 1997
Fidelity Investments October 1995 - January 1997
Scudder Stevens & Clark September 1993 - October 1995
Skills
Fitness, Wellness, Account Management, Customer Service, Direct Sales, Management, New Business Development, Sales, Sales Management, Sports, Hospitality, Team Building, Wellness Coaching, Marketing, Training, Cold Calling, Customer Retention, Salesforce.com
Education
Saint Michael's College 1990 — 1993
University of Massachusetts, Amherst 1989 — 1990
Kim Gilbertson Kim Gilbertson's Fidelity Investments Experience April 1999 - November 2001
Job Account Manager at Delta T Group
Industry Staffing and Recruiting
Experience
Delta T Group April 2011 - Present
FleetStar Financial June 2009 - March 2011
Mortgage Options of America February 2007 - June 2009
Sunset Mortgage Company July 2006 - February 2007
Oak Street Mortgage August 2005 - July 2006
Prime Mortgage Financial June 2003 - August 2005
Ameriquest Mortgage May 2002 - June 2003
Better Business Bureau November 2001 - May 2002
Fidelity Investments April 1999 - November 2001
DALBAR, Inc. June 1998 - April 1999
Skills
Leadership, Marketing, Sales, Recruiting, Customer Service, Account Management, Cold Calling, New Business Development, Sales Management, Public Speaking, Training, Consulting, B2B, Temporary Placement, Business Development, Fundraising, Negotiation
Education
Salem State College
Worcester State College
Bachelor's degree, English/Language Arts Teacher Education
Delta T Group April 2011 - Present
FleetStar Financial June 2009 - March 2011
Mortgage Options of America February 2007 - June 2009
Sunset Mortgage Company July 2006 - February 2007
Oak Street Mortgage August 2005 - July 2006
Prime Mortgage Financial June 2003 - August 2005
Ameriquest Mortgage May 2002 - June 2003
Better Business Bureau November 2001 - May 2002
Fidelity Investments April 1999 - November 2001
DALBAR, Inc. June 1998 - April 1999
Skills
Leadership, Marketing, Sales, Recruiting, Customer Service, Account Management, Cold Calling, New Business Development, Sales Management, Public Speaking, Training, Consulting, B2B, Temporary Placement, Business Development, Fundraising, Negotiation
Education
Salem State College
Worcester State College
Bachelor's degree, English/Language Arts Teacher Education
Eileen Roche Eileen Roche's Fidelity Investments Experience 1994 - April 2014
Job Executive Assistant at John Hancock Investments
Industry Financial Services
Experience
Fidelity Investments 1994 - April 2014
Fidelity Investments Enterprise Processing Services 2003 - 2006
Fidelity Investments Institutional Sales 1998 - 2003
Fidelity Management & Research Co. 1994 - 1998
Harvard University Development Office 1993 - 1994
Cayman Systems, Inc. 1991 - 1993
Skills
Travel Arrangements, Data Entry, SharePoint, Human Resources, Vendor Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Lotus Notes
Education
Saint Peter's University
Bachelor's Degree, Art History
Art Institute of Boston / Lesley University
Certificate, Graphic Design
Harvard Extension School
WrIting for Public Relations, A-
Fidelity Investments 1994 - April 2014
Fidelity Investments Enterprise Processing Services 2003 - 2006
Fidelity Investments Institutional Sales 1998 - 2003
Fidelity Management & Research Co. 1994 - 1998
Harvard University Development Office 1993 - 1994
Cayman Systems, Inc. 1991 - 1993
Skills
Travel Arrangements, Data Entry, SharePoint, Human Resources, Vendor Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Lotus Notes
Education
Saint Peter's University
Bachelor's Degree, Art History
Art Institute of Boston / Lesley University
Certificate, Graphic Design
Harvard Extension School
WrIting for Public Relations, A-
Helene Savage Helene Savage's Fidelity Investments Experience May 1995 - January 1998
Job Principal, Mercer Benefits Administration
Industry Financial Services
Experience
Mercer March 2014 - Present
Mercer October 2003 - March 2014
Mercer January 1998 - October 2003
Fidelity Investments May 1995 - January 1998
Fidelity Investments May 1993 - May 1995
Skills
Pensions, 401k, Retirement, Employee Benefits, ERISA, Benefits Administration, Mutual Funds, Series 7, Series 63, Series 6, Executive Pay, Open Enrollment
Education
Salem State College 1989 — 1993
Bachelor of Science, Accounting
Mercer March 2014 - Present
Mercer October 2003 - March 2014
Mercer January 1998 - October 2003
Fidelity Investments May 1995 - January 1998
Fidelity Investments May 1993 - May 1995
Skills
Pensions, 401k, Retirement, Employee Benefits, ERISA, Benefits Administration, Mutual Funds, Series 7, Series 63, Series 6, Executive Pay, Open Enrollment
Education
Salem State College 1989 — 1993
Bachelor of Science, Accounting
Keith Saravo Keith Saravo's Fidelity Investments Experience February 1997 - February 2000
Job Data Processing Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF December 2013 - Present
Mercer June 2012 - December 2013
BNY Mellon April 2011 - June 2012
Mercer January 2009 - December 2010
SunGard January 2007 - September 2007
Investors Bank & Trust July 2002 - January 2007
OneBeacon Insurance June 2001 - July 2002
Zurich Scudder Investments March 2000 - May 2001
Fidelity Investments February 1997 - February 2000
Addison Wesley April 1996 - December 1996
Skills
SQL, Requirements Analysis, Databases, SQL Server, COBOL, Micro Focus COBOL, DB2, SAS, NDM, FTP, JCL, CICS, Microsoft SQL Server, IBM Mainframe, Mainframe, VSAM, SDLC, Software Documentation, Software Development, Oracle, Testing, MVS, Access, SPUFI, PL/SQL, Systems Analysis, Requirements Gathering, Fileaid, Visio, Endeavor, Easytrieve, Data Warehousing, Business Requirements, Analysis, Integration
Education
Salem State University
Bachelor of Science, Computer Science
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
TIAA-CREF December 2013 - Present
Mercer June 2012 - December 2013
BNY Mellon April 2011 - June 2012
Mercer January 2009 - December 2010
SunGard January 2007 - September 2007
Investors Bank & Trust July 2002 - January 2007
OneBeacon Insurance June 2001 - July 2002
Zurich Scudder Investments March 2000 - May 2001
Fidelity Investments February 1997 - February 2000
Addison Wesley April 1996 - December 1996
Skills
SQL, Requirements Analysis, Databases, SQL Server, COBOL, Micro Focus COBOL, DB2, SAS, NDM, FTP, JCL, CICS, Microsoft SQL Server, IBM Mainframe, Mainframe, VSAM, SDLC, Software Documentation, Software Development, Oracle, Testing, MVS, Access, SPUFI, PL/SQL, Systems Analysis, Requirements Gathering, Fileaid, Visio, Endeavor, Easytrieve, Data Warehousing, Business Requirements, Analysis, Integration
Education
Salem State University
Bachelor of Science, Computer Science
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
Dick Crotts Dick Crotts's Fidelity Investments Experience November 2008 - Present
Job Production Support Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2008 - Present
Fidelity Investments December 1986 - November 2008
Wang Laboratories 1984 - 1986
Skills
DB2 Z/OS, COBOL, JCL Z/OS, DB2, JCL, Mainframe, z/OS, Production Support, IDMS, Database Administration, Disaster Recovery, ISPF, MVS, IBM Utilities, IBM Mainframe, CLIST, OS/390, SDSF, Syncsort, SPUFI, NDM, TSO, VSAM, CICS, Database Design, Databases, Fileaid, Easytrieve, Stored Procedures, SQL Tuning, SDLC, Control-M, Data Warehousing, Relational Databases, REXX, Performance Tuning, Endeavor, Unix, Data Modeling, Sybase
Education
Salem State College 1969 — 1980
Bachelor of Science, Mathematics
Fidelity Investments November 2008 - Present
Fidelity Investments December 1986 - November 2008
Wang Laboratories 1984 - 1986
Skills
DB2 Z/OS, COBOL, JCL Z/OS, DB2, JCL, Mainframe, z/OS, Production Support, IDMS, Database Administration, Disaster Recovery, ISPF, MVS, IBM Utilities, IBM Mainframe, CLIST, OS/390, SDSF, Syncsort, SPUFI, NDM, TSO, VSAM, CICS, Database Design, Databases, Fileaid, Easytrieve, Stored Procedures, SQL Tuning, SDLC, Control-M, Data Warehousing, Relational Databases, REXX, Performance Tuning, Endeavor, Unix, Data Modeling, Sybase
Education
Salem State College 1969 — 1980
Bachelor of Science, Mathematics
Davis Ann Talton Davis Ann Talton's Fidelity Investments Experience September 2014 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments February 2013 - September 2014
Sentry Insurance January 2012 - October 2012
UNC-Wilmington Economic's Department March 2011 - December 2011
University Learning Center UNCW January 2011 - December 2011
University Learning Center UNCW June 2010 - December 2011
UNCW Recreation Center October 2009 - August 2010
Camp Seafarer July 2007 - August 2008
Skills
Research, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Event Planning, Customer Service, Social Media, Fundraising, Microsoft Word, Critical Thinking, Foreign Languages, Travel
Education
University of North Carolina at Wilmington 2009 — 2011
Bachelor of Science, Business Administration- Economics, A
University of North Carolina at Wilmington 2009 — 2011
BA, French, A
University of Gloucestershire 2009 — 2009
Salem College 2007 — 2009
Pulaski High School 2003 — 2007
High School Diploma
Fidelity Investments September 2014 - Present
Fidelity Investments February 2013 - September 2014
Sentry Insurance January 2012 - October 2012
UNC-Wilmington Economic's Department March 2011 - December 2011
University Learning Center UNCW January 2011 - December 2011
University Learning Center UNCW June 2010 - December 2011
UNCW Recreation Center October 2009 - August 2010
Camp Seafarer July 2007 - August 2008
Skills
Research, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Event Planning, Customer Service, Social Media, Fundraising, Microsoft Word, Critical Thinking, Foreign Languages, Travel
Education
University of North Carolina at Wilmington 2009 — 2011
Bachelor of Science, Business Administration- Economics, A
University of North Carolina at Wilmington 2009 — 2011
BA, French, A
University of Gloucestershire 2009 — 2009
Salem College 2007 — 2009
Pulaski High School 2003 — 2007
High School Diploma
Frank Destino Frank Destino's Fidelity Investments Experience June 2010 - Present
Job Director of Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments November 2006 - May 2010
Skills
Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Financial Services, Investments, Vendor Management, Asset Managment, Property Management, Business Process..., Corporate Real Estate, Process Improvement, Private Equity, Internal Controls, Risk Management, Relationship Management, Corporate Finance, Financial Reporting, Finance, Contract Management, Managerial Finance, Strategic Financial..., Forecasting, Budgets, Business Analysis, Analysis, Essbase, Mergers & Acquisitions, Accounting, Valuation, Financial Accounting, Capital Budgeting, Bloomberg, Strategic Planning, Mutual Funds, Enterprise Risk..., Internal Audit, Variance Analysis, Auditing, Asset Management
Education
Salem State University 1982 — 1985
Accounting, Accounting, Tax, Audit
Fidelity Investments June 2010 - Present
Fidelity Investments November 2006 - May 2010
Skills
Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Financial Services, Investments, Vendor Management, Asset Managment, Property Management, Business Process..., Corporate Real Estate, Process Improvement, Private Equity, Internal Controls, Risk Management, Relationship Management, Corporate Finance, Financial Reporting, Finance, Contract Management, Managerial Finance, Strategic Financial..., Forecasting, Budgets, Business Analysis, Analysis, Essbase, Mergers & Acquisitions, Accounting, Valuation, Financial Accounting, Capital Budgeting, Bloomberg, Strategic Planning, Mutual Funds, Enterprise Risk..., Internal Audit, Variance Analysis, Auditing, Asset Management
Education
Salem State University 1982 — 1985
Accounting, Accounting, Tax, Audit
Yassiel Rivera Yassiel Rivera's Fidelity Investments Experience January 2007 - December 2010
Job Broker at Sunrise Brokers
Industry Financial Services
Experience
Sunrise Brokers December 2012 - Present
BGC Partners January 2011 - August 2012
Fidelity Investments January 2007 - December 2010
United States Marine Corps May 2003 - October 2010
Capital One 2004 - 2008
Skills
Series 7, Series 63, Trading, Bloomberg, Equity Derivatives, Settlement, Equities, Customer Service, Leadership, Analysis, Microsoft Office, Banking, Mutual Funds, Securities, Finance, Middle Office, Investments, Team Building, Financial Analysis, Fixed Income
Education
St. Peter's College 2002 — 2007
BS Internantional Business and Trade
Sunrise Brokers December 2012 - Present
BGC Partners January 2011 - August 2012
Fidelity Investments January 2007 - December 2010
United States Marine Corps May 2003 - October 2010
Capital One 2004 - 2008
Skills
Series 7, Series 63, Trading, Bloomberg, Equity Derivatives, Settlement, Equities, Customer Service, Leadership, Analysis, Microsoft Office, Banking, Mutual Funds, Securities, Finance, Middle Office, Investments, Team Building, Financial Analysis, Fixed Income
Education
St. Peter's College 2002 — 2007
BS Internantional Business and Trade
Monica Vira's Fidelity Investments Experience April 2007 - October 2009
Job Vice President, Operations Structural Reform Lead
Industry Financial Services
Experience
Barclays August 2015 - Present
Barclays Investment Bank March 2013 - Present
Barclays Capital September 2011 - March 2013
Barclays Capital October 2009 - September 2011
Fidelity Investments April 2007 - October 2009
Jersey City Housing Authority October 2005 - May 2007
Skills
Equities, Valuation, Financial Services, Derivatives, Fixed Income, Capital Markets
Education
St. Peter's College 2007 — 2009
Dual MBA and MS, Master of Business Administration Risk Management and Marketing, Master of Science Accountancy
Saint Peter's University 2003 — 2007
Bachelor of Science, Economics
Barclays August 2015 - Present
Barclays Investment Bank March 2013 - Present
Barclays Capital September 2011 - March 2013
Barclays Capital October 2009 - September 2011
Fidelity Investments April 2007 - October 2009
Jersey City Housing Authority October 2005 - May 2007
Skills
Equities, Valuation, Financial Services, Derivatives, Fixed Income, Capital Markets
Education
St. Peter's College 2007 — 2009
Dual MBA and MS, Master of Business Administration Risk Management and Marketing, Master of Science Accountancy
Saint Peter's University 2003 — 2007
Bachelor of Science, Economics
Mary Garrity Cormier's Fidelity Investments Experience 1996 - 1998
Job Sales | Marketing | Community Outreach... Influencing Behavior in the Highly Competitive Aging Services Marketplace
Industry Public Relations and Communications
Experience
The Groves in Lincoln, MA March 2012 - July 2013
Senior Residential Community District November 2011 - May 2013
NETSEA 2005 - 2006
Aspen Technology 1999 - 2003
Wang Global (Acquired by Getronics) 1998 - 1999
Fidelity Investments 1996 - 1998
Comverse Technology (Formerly Boston Technology) 1989 - 1996
Wang Laboratories, Inc. (Acquired as Wang Global by Getronics) 1981 - 1989
Skills
Public Relations, Marketing Communications, Marketing, Elder Care, Sales, Staff Mentoring, Program Management, Product Marketing, Healthcare, Customer Service, Budgets, Strategy
Education
Boston University School of Public Communications
Master of Science, Corporate Public Relations
University of Massachusetts Boston
Masters of Science, Gerontology and Aging Services
Salem State College
Bachelor of Science, Social Services
The Groves in Lincoln, MA March 2012 - July 2013
Senior Residential Community District November 2011 - May 2013
NETSEA 2005 - 2006
Aspen Technology 1999 - 2003
Wang Global (Acquired by Getronics) 1998 - 1999
Fidelity Investments 1996 - 1998
Comverse Technology (Formerly Boston Technology) 1989 - 1996
Wang Laboratories, Inc. (Acquired as Wang Global by Getronics) 1981 - 1989
Skills
Public Relations, Marketing Communications, Marketing, Elder Care, Sales, Staff Mentoring, Program Management, Product Marketing, Healthcare, Customer Service, Budgets, Strategy
Education
Boston University School of Public Communications
Master of Science, Corporate Public Relations
University of Massachusetts Boston
Masters of Science, Gerontology and Aging Services
Salem State College
Bachelor of Science, Social Services
Angelo Cerminara Angelo Cerminara's Fidelity Investments Experience June 2015 - Present
Job Risk Manager, Business Continuity at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - June 2015
Fidelity Investments July 2008 - February 2013
Fidelity Investments July 2007 - July 2008
Fidelity Investments December 2004 - July 2007
Fidelity Investments February 2004 - December 2004
Boston Coach June 2001 - February 2004
Skills
Business Continuity, Process Improvement, Program Management, Physical Security, Security Management, Risk Assessment, Risk Management, Crisis Management, Security Operations, Security, Investigation, Emergency Management, Leadership, Protection, Corporate Security, Access Control, Microsoft Office, Asset Protection, Microsoft Excel, Project Management, Team Leadership, Supervisory Skills, Customer Service, Business Analysis, Policy, Analysis, Incident Management, Security Awareness
Education
Salem State College 1995 — 1999
Bachelor of Science, Nursing
Salem State University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - June 2015
Fidelity Investments July 2008 - February 2013
Fidelity Investments July 2007 - July 2008
Fidelity Investments December 2004 - July 2007
Fidelity Investments February 2004 - December 2004
Boston Coach June 2001 - February 2004
Skills
Business Continuity, Process Improvement, Program Management, Physical Security, Security Management, Risk Assessment, Risk Management, Crisis Management, Security Operations, Security, Investigation, Emergency Management, Leadership, Protection, Corporate Security, Access Control, Microsoft Office, Asset Protection, Microsoft Excel, Project Management, Team Leadership, Supervisory Skills, Customer Service, Business Analysis, Policy, Analysis, Incident Management, Security Awareness
Education
Salem State College 1995 — 1999
Bachelor of Science, Nursing
Salem State University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Edmund Hammond Edmund Hammond's Fidelity Investments Experience October 2013 - January 2014
Job Licensed Financial Representative & Producer
Industry Financial Services
Experience
TD Financial Services May 2014 - October 2014
Furnacecompare.com February 2014 - June 2014
Fidelity Investments October 2013 - January 2014
Hillside Launderette February 2008 - September 2013
Salem State College December 2010 - February 2013
Garden City Tree & Landscape May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Budgets, Public Speaking, Strategic Planning, Negotiation, Social Media, Event Planning, Non-profits, Fundraising, Business Development, Social Networking, Data Analysis, Teamwork, Facebook, Community Outreach, Event Management, Volunteer Management, Sales, Online Marketing, SPSS, Small Business, Data Entry
Education
Salem State University 2009 — 2013
Bachelor of Applied Science (BASc), Economics
Salem State University 2009 — 2013
Bachelor's Degree, Economics
Salem State University 2009 — 2013
Bachelor's Degree, Economics
Methuen High School 2005 — 2009
General Education
TD Financial Services May 2014 - October 2014
Furnacecompare.com February 2014 - June 2014
Fidelity Investments October 2013 - January 2014
Hillside Launderette February 2008 - September 2013
Salem State College December 2010 - February 2013
Garden City Tree & Landscape May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Budgets, Public Speaking, Strategic Planning, Negotiation, Social Media, Event Planning, Non-profits, Fundraising, Business Development, Social Networking, Data Analysis, Teamwork, Facebook, Community Outreach, Event Management, Volunteer Management, Sales, Online Marketing, SPSS, Small Business, Data Entry
Education
Salem State University 2009 — 2013
Bachelor of Applied Science (BASc), Economics
Salem State University 2009 — 2013
Bachelor's Degree, Economics
Salem State University 2009 — 2013
Bachelor's Degree, Economics
Methuen High School 2005 — 2009
General Education
Arthur Athanas Arthur Athanas's Fidelity Investments Experience October 2001 - December 2001
Job Director of Marketing at The Bishop Company. LLC
Industry Insurance
Experience
The Bishop Company. LLC January 2006 - Present
New York Life Insurance Company March 2002 - December 2005
Fidelity Investments October 2001 - December 2001
New England Mutual Life Insurance Company 1983 - 1995
Skills
Insurance, Retirement Planning, Pensions
Education
Salem State College
The Bishop Company. LLC January 2006 - Present
New York Life Insurance Company March 2002 - December 2005
Fidelity Investments October 2001 - December 2001
New England Mutual Life Insurance Company 1983 - 1995
Skills
Insurance, Retirement Planning, Pensions
Education
Salem State College
Fernando Rendon Fernando Rendon's Fidelity Investments Experience July 2007 - May 2008
Job Investment Specialist at HSBC
Industry Financial Services
Experience
HSBC June 2013 - Present
Wells Fargo Advisors April 2011 - Present
Wachovia, A Wells Fargo Company June 2010 - Present
Wells Fargo Bank November 2008 - May 2010
Fidelity Investments July 2007 - May 2008
Skills
Bilingual-Spanish, Series 6, Series 63, Insurance, Strategic Financial..., Loans, Finance, Investments, Credit Analysis, Financial Planning
Education
Saint Peter's University 2003 — 2007
Bachelors of Science, Business Management & Political Science
HSBC June 2013 - Present
Wells Fargo Advisors April 2011 - Present
Wachovia, A Wells Fargo Company June 2010 - Present
Wells Fargo Bank November 2008 - May 2010
Fidelity Investments July 2007 - May 2008
Skills
Bilingual-Spanish, Series 6, Series 63, Insurance, Strategic Financial..., Loans, Finance, Investments, Credit Analysis, Financial Planning
Education
Saint Peter's University 2003 — 2007
Bachelors of Science, Business Management & Political Science
Kondwani Taveras's Fidelity Investments Experience June 2007 - August 2007
Job Renewal Sales Specialist at Polycom
Industry Telecommunications
Experience
Polycom June 2015 - Present
Aras Corporation March 2014 - June 2015
Virtual High School Global Consortium September 2009 - February 2013
Virtual High School Global Consortium September 2008 - September 2009
Fidelity Investments June 2007 - August 2007
Skills
Higher Education, Sales Operations, Instructional Design, E-Learning, Educational Technology, New Business Development, Curriculum Design, Research, Sales, Recruiting, Program Management
Education
Salem State College 2003 — 2008
Bachelor of Science Degree, Communications
Polycom June 2015 - Present
Aras Corporation March 2014 - June 2015
Virtual High School Global Consortium September 2009 - February 2013
Virtual High School Global Consortium September 2008 - September 2009
Fidelity Investments June 2007 - August 2007
Skills
Higher Education, Sales Operations, Instructional Design, E-Learning, Educational Technology, New Business Development, Curriculum Design, Research, Sales, Recruiting, Program Management
Education
Salem State College 2003 — 2008
Bachelor of Science Degree, Communications
Samuel Lau Samuel Lau's Fidelity Investments Experience April 2008 - December 2009
Job Enterprise Solutions Analyst at Eastern Bank
Industry Banking
Experience
Eastern Bank July 2013 - Present
Eastern Bank September 2011 - July 2013
Eastern Bank December 2009 - September 2011
Fidelity Investments April 2008 - December 2009
Fidelity Investments April 2005 - April 2008
Eastern Bank October 1998 - November 2004
Skills
Retail Banking, Banking, Business Analysis, SDLC, Process Improvement, Access, Analysis, Databases, User Acceptance Testing, ATMs, Deposits, Core Banking, Project Management, Business Workflows, Teller Operations, Investments, Troubleshooting, Technical Documentation, CTR, CRM, Change Management, Commercial Lending, Financial Services, Customer Service
Education
Salem State College 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Eastern Bank July 2013 - Present
Eastern Bank September 2011 - July 2013
Eastern Bank December 2009 - September 2011
Fidelity Investments April 2008 - December 2009
Fidelity Investments April 2005 - April 2008
Eastern Bank October 1998 - November 2004
Skills
Retail Banking, Banking, Business Analysis, SDLC, Process Improvement, Access, Analysis, Databases, User Acceptance Testing, ATMs, Deposits, Core Banking, Project Management, Business Workflows, Teller Operations, Investments, Troubleshooting, Technical Documentation, CTR, CRM, Change Management, Commercial Lending, Financial Services, Customer Service
Education
Salem State College 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Douglas F. Grant Douglas F. Grant's Fidelity Investments Experience June 2008 - October 2012
Job Private Wealth Advisor at Garden State Securities
Industry Financial Services
Experience
Garden State Securities March 2013 - Present
Fidelity Investments June 2008 - October 2012
AXA Advisors LLC July 2006 - March 2008
Dominick & Dominick LLC October 2005 - July 2006
J.P. Turner & Company May 2004 - October 2005
Skills
Series 7, Series 63, Series 66, Life Insurance, Health Insurance, Wealth Management, Investments, Retirement Planning, Equities, Fixed Annuities, Strategic Financial..., Finance, Asset Management, Mutual Funds, ETFs, Financial Planning, Financial Services, Uniform Combined State..., Portfolio Management, Insurance, Fixed Income, Securities
Education
Saint Peter's College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Saint Peter's University 2000 — 2004
Business Administration and Management, General
Garden State Securities March 2013 - Present
Fidelity Investments June 2008 - October 2012
AXA Advisors LLC July 2006 - March 2008
Dominick & Dominick LLC October 2005 - July 2006
J.P. Turner & Company May 2004 - October 2005
Skills
Series 7, Series 63, Series 66, Life Insurance, Health Insurance, Wealth Management, Investments, Retirement Planning, Equities, Fixed Annuities, Strategic Financial..., Finance, Asset Management, Mutual Funds, ETFs, Financial Planning, Financial Services, Uniform Combined State..., Portfolio Management, Insurance, Fixed Income, Securities
Education
Saint Peter's College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Saint Peter's University 2000 — 2004
Business Administration and Management, General
Erika Bateman, CFP® Erika Bateman, CFP®'s Fidelity Investments Experience September 2011 - August 2014
Job Associate Advisor Integrys Wealth
Industry Financial Services
Experience
Integrys Wealth September 2014 - Present
Fidelity Investments September 2011 - August 2014
Fidelity Investments July 2010 - February 2011
Fidelity Investments July 2008 - June 2010
Fidelity Investments August 2007 - June 2008
Fidelity Investments July 2006 - July 2007
Fifth Third Bank December 2002 - February 2004
University of South Carolina January 2000 - May 2002
Skills
Series 7, Mutual Funds, Investments, Series 63, Insurance, CRM, Retirement Planning, Customer Service, Retirement, Risk Management, Strategic Financial..., 401k, Finance, Asset Management, Financial Services, Financial Planning
Education
Saint Xavier University 2005 — 2007
CFP®
University of South Carolina-Columbia 1998 — 2002
Bachelor's Degree, Public Relations, Advertising, and Applied Communication, Cum Laude
Integrys Wealth September 2014 - Present
Fidelity Investments September 2011 - August 2014
Fidelity Investments July 2010 - February 2011
Fidelity Investments July 2008 - June 2010
Fidelity Investments August 2007 - June 2008
Fidelity Investments July 2006 - July 2007
Fifth Third Bank December 2002 - February 2004
University of South Carolina January 2000 - May 2002
Skills
Series 7, Mutual Funds, Investments, Series 63, Insurance, CRM, Retirement Planning, Customer Service, Retirement, Risk Management, Strategic Financial..., 401k, Finance, Asset Management, Financial Services, Financial Planning
Education
Saint Xavier University 2005 — 2007
CFP®
University of South Carolina-Columbia 1998 — 2002
Bachelor's Degree, Public Relations, Advertising, and Applied Communication, Cum Laude
Colby Bates Colby Bates's Fidelity Investments Experience March 2014 - October 2014
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US October 2014 - Present
Fidelity Investments March 2014 - October 2014
Fidelity Investments May 2013 - January 2014
Sandler Training January 2013 - May 2013
American Trust Mortgage, Inc. January 2012 - August 2012
Skills
Microsoft Excel, Finance, Microsoft Office, Customer Service, Sales, Public Speaking, Negotiation, New Business Development, Access, Financial Analysis, PowerPoint, Mutual Funds, Banking, Financial Statements, Accounting, Time Management
Education
Salem State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics Minor
Marblehead High School 2005 — 2009
Columbia Threadneedle Investments, US October 2014 - Present
Fidelity Investments March 2014 - October 2014
Fidelity Investments May 2013 - January 2014
Sandler Training January 2013 - May 2013
American Trust Mortgage, Inc. January 2012 - August 2012
Skills
Microsoft Excel, Finance, Microsoft Office, Customer Service, Sales, Public Speaking, Negotiation, New Business Development, Access, Financial Analysis, PowerPoint, Mutual Funds, Banking, Financial Statements, Accounting, Time Management
Education
Salem State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics Minor
Marblehead High School 2005 — 2009
Cindy Sous's Fidelity Investments Experience March 2015 - Present
Job UX Visual Designer at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments March 2015 - Present
Emanio Creative August 2013 - March 2015
Emanio Creative May 2013 - August 2013
Skills
Graphic Design, InDesign, Illustrator, Photoshop, Adobe Creative Suite
Education
Salem State University 2008 — 2013
Bachelor of Arts (B.A.), Graphic Design
Fidelity Investments March 2015 - Present
Emanio Creative August 2013 - March 2015
Emanio Creative May 2013 - August 2013
Skills
Graphic Design, InDesign, Illustrator, Photoshop, Adobe Creative Suite
Education
Salem State University 2008 — 2013
Bachelor of Arts (B.A.), Graphic Design
David Scire David Scire's Fidelity Investments Experience April 1997 - January 2005
Job Math Department Chair at CharlotteMecklenburg Schools
Industry Education Management
Experience
Charlotte-Mecklenburg Schools August 2005 - Present
Fidelity Investments April 1997 - January 2005
Investors Bank & Trust October 1995 - April 1997
Skills
Mathematics Education, Special Education, Business Education, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Tutoring, Staff Development, Lesson Planning, Classroom Management
Education
Salem State University 2005 — 2005
Master's Degree, Secondary Mathematics Education and Teaching
Salem State University 1990 — 1995
Bachelor's Degree, Business Administration and Management, General
Charlotte-Mecklenburg Schools August 2005 - Present
Fidelity Investments April 1997 - January 2005
Investors Bank & Trust October 1995 - April 1997
Skills
Mathematics Education, Special Education, Business Education, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Tutoring, Staff Development, Lesson Planning, Classroom Management
Education
Salem State University 2005 — 2005
Master's Degree, Secondary Mathematics Education and Teaching
Salem State University 1990 — 1995
Bachelor's Degree, Business Administration and Management, General
Barry Edwards, PMP, CSM Barry Edwards, PMP, CSM's Fidelity Investments Experience July 2004 - March 2009
Job Product Owner IT Infrastructure Engineering Value Stream at Bose Corporation
Industry Information Technology and Services
Experience
Bose Corporation April 2015 - Present
Bose Corporation May 2011 - Present
RSA The Security Division of EMC April 2011 - May 2011
Raytheon IDS October 2009 - May 2011
Fidelity Investments July 2004 - March 2009
Fidelity Investments September 2000 - July 2004
Fidelity Investments February 1997 - August 2000
Fidelity Investments March 1995 - March 1997
First Data Corporation 1991 - 1993
Liberty Mutual Insurance 1986 - 1989
Skills
PMP Certified, NASD Series 6, 63 and 7, PMP, Program Management, SDLC, Business Analysis, Change Management, Project Management, Integration, Risk Management, Vendor Management, Project Portfolio..., Requirements Analysis, Software Project..., Certified Scrum Master..., Visio, Software Documentation, PMO, Quality Assurance, Cross-functional Team..., Leadership, Series 7, Management, Resource Management, Requirements Gathering
Education
Salem State University
BS, Business Administration, Minor Computer Science
Salem, MA
BS, Business Administration
Bose Corporation April 2015 - Present
Bose Corporation May 2011 - Present
RSA The Security Division of EMC April 2011 - May 2011
Raytheon IDS October 2009 - May 2011
Fidelity Investments July 2004 - March 2009
Fidelity Investments September 2000 - July 2004
Fidelity Investments February 1997 - August 2000
Fidelity Investments March 1995 - March 1997
First Data Corporation 1991 - 1993
Liberty Mutual Insurance 1986 - 1989
Skills
PMP Certified, NASD Series 6, 63 and 7, PMP, Program Management, SDLC, Business Analysis, Change Management, Project Management, Integration, Risk Management, Vendor Management, Project Portfolio..., Requirements Analysis, Software Project..., Certified Scrum Master..., Visio, Software Documentation, PMO, Quality Assurance, Cross-functional Team..., Leadership, Series 7, Management, Resource Management, Requirements Gathering
Education
Salem State University
BS, Business Administration, Minor Computer Science
Salem, MA
BS, Business Administration
Jason Ward, MBA's Fidelity Investments Experience September 2015 - Present
Job Vice President Business Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments March 2012 - Present
Fidelity Investments January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments April 2004 - April 2006
Putnam Investments July 1999 - April 2004
Fleet Financial Group July 1998 - July 1999
The Boston Company December 1996 - June 1998
Skills
Fixed Income, Equities, Settlement, Mutual Funds, Collateral Management, Back Office, Business Architecture, Business Strategy Design, FX Options, Securities, Financial Services, Asset Management, Investments, Middle Office, Risk Management, Relationship Management, Investment Management, Bloomberg, Strategy, Hedge Funds, Derivatives, Business Analysis, Financial Markets, Tri-Party Repo, Business Strategy, Multi-site Team..., Coaching, Business Process..., Business Process Design
Education
Suffolk University - Sawyer Business School 2001 — 2005
MBA, Finance
Saint Michael's College 1992 — 1996
BA, English
Austin Prep 1989 — 1992
Fidelity Investments September 2015 - Present
Fidelity Investments March 2012 - Present
Fidelity Investments January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments April 2004 - April 2006
Putnam Investments July 1999 - April 2004
Fleet Financial Group July 1998 - July 1999
The Boston Company December 1996 - June 1998
Skills
Fixed Income, Equities, Settlement, Mutual Funds, Collateral Management, Back Office, Business Architecture, Business Strategy Design, FX Options, Securities, Financial Services, Asset Management, Investments, Middle Office, Risk Management, Relationship Management, Investment Management, Bloomberg, Strategy, Hedge Funds, Derivatives, Business Analysis, Financial Markets, Tri-Party Repo, Business Strategy, Multi-site Team..., Coaching, Business Process..., Business Process Design
Education
Suffolk University - Sawyer Business School 2001 — 2005
MBA, Finance
Saint Michael's College 1992 — 1996
BA, English
Austin Prep 1989 — 1992
Gordon Forrest's Fidelity Investments Experience January 2011 - April 2011
Job Experienced Global Project Management Leader
Industry Biotechnology
Experience
Integrated Project Management Company, Inc. (IPM) June 2015 - Present
EMD Millipore June 2011 - February 2015
Fidelity Investments January 2011 - April 2011
Fidelity Investments December 2006 - December 2010
MFS Investment Management March 1998 - September 2006
Skills
Integration, Project Management, Business Process, ITIL, PMP, Management, Project Portfolio..., Outsourcing, Enterprise Software, Leadership, Business Analysis, Program Management, Information Technology, Budgets, Vendor Management, Operations Management, Governance, Mutual Funds, Systems Management, Cross-functional Team..., Strategy, Six Sigma, Business Process..., Team Building, Computer Security, Investments, Analysis, Volunteer Management, SDLC, Non-profit Volunteer, Risk Management, Change Management
Education
Salem State University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree
University of New Hampshire
Certificate Program
Westborough High School
High School
Integrated Project Management Company, Inc. (IPM) June 2015 - Present
EMD Millipore June 2011 - February 2015
Fidelity Investments January 2011 - April 2011
Fidelity Investments December 2006 - December 2010
MFS Investment Management March 1998 - September 2006
Skills
Integration, Project Management, Business Process, ITIL, PMP, Management, Project Portfolio..., Outsourcing, Enterprise Software, Leadership, Business Analysis, Program Management, Information Technology, Budgets, Vendor Management, Operations Management, Governance, Mutual Funds, Systems Management, Cross-functional Team..., Strategy, Six Sigma, Business Process..., Team Building, Computer Security, Investments, Analysis, Volunteer Management, SDLC, Non-profit Volunteer, Risk Management, Change Management
Education
Salem State University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree
University of New Hampshire
Certificate Program
Westborough High School
High School
Sherri Langone Sherri Langone's Fidelity Investments Experience February 2007 - August 2009
Job Experienced Customer Service Professional Seeking New And Challenging Opportunities
Industry Information Technology and Services
Experience
Health Fitness Corporation April 2009 - December 2013
Girasole Yoga and Wellness December 2009 - August 2013
Bodies Defined January 2010 - March 2010
NiaNH and Yoga January 2010 - February 2010
Fidelity Investments February 2007 - August 2009
Fidelity Investments April 2006 - February 2007
Fidelity Investments June 2004 - April 2006
Fidelity Investments October 1997 - August 1999
Fidelity Investments May 1995 - October 1997
Skills
Project Management, Process Improvement, Coaching, Microsoft Office, Nutrition, Microsoft Excel, Training, Hatha Yoga, Reiki, Business Analysis, Data Analysis, Communication, Personal Fitness Chef, Yoga, Fitness, Management, Strength Training, Wellness Coaching, Lifestyle, Holistic Health
Education
Salem State University
Art
Health Fitness Corporation April 2009 - December 2013
Girasole Yoga and Wellness December 2009 - August 2013
Bodies Defined January 2010 - March 2010
NiaNH and Yoga January 2010 - February 2010
Fidelity Investments February 2007 - August 2009
Fidelity Investments April 2006 - February 2007
Fidelity Investments June 2004 - April 2006
Fidelity Investments October 1997 - August 1999
Fidelity Investments May 1995 - October 1997
Skills
Project Management, Process Improvement, Coaching, Microsoft Office, Nutrition, Microsoft Excel, Training, Hatha Yoga, Reiki, Business Analysis, Data Analysis, Communication, Personal Fitness Chef, Yoga, Fitness, Management, Strength Training, Wellness Coaching, Lifestyle, Holistic Health
Education
Salem State University
Art
Jay Maguire Jay Maguire's Fidelity Investments Experience August 2011 - June 2012
Job Customer Services Professional
Industry Consumer Services
Experience
Fidelity Investments August 2011 - June 2012
Spirit of Halloween August 2009 - November 2009
USA Self Employed October 2007 - August 2009
Swank Audio Visuals January 2007 - October 2007
Presentation Services August 2005 - January 2007
Crimson Tech January 2000 - January 2003
Sheraton Hotel October 1998 - May 2000
Caribiner/HRI Audio Visual January 1997 - January 2000
Westin Hotel July 1997 - October 1998
various January 1996 - August 1997
Skills
Integration, Account Management, Project Management, AV, PowerPoint, Strategic Planning, Sound, Process Improvement, Troubleshooting, Microsoft Office, Customer Service, Product Development, Program Management, Trade Shows, Marketing Strategy, Event Planning, Team Building, Management, Leadership
Education
Salem State University 1989 — 1995
Salem State College 1989 — 1994
Fidelity Investments August 2011 - June 2012
Spirit of Halloween August 2009 - November 2009
USA Self Employed October 2007 - August 2009
Swank Audio Visuals January 2007 - October 2007
Presentation Services August 2005 - January 2007
Crimson Tech January 2000 - January 2003
Sheraton Hotel October 1998 - May 2000
Caribiner/HRI Audio Visual January 1997 - January 2000
Westin Hotel July 1997 - October 1998
various January 1996 - August 1997
Skills
Integration, Account Management, Project Management, AV, PowerPoint, Strategic Planning, Sound, Process Improvement, Troubleshooting, Microsoft Office, Customer Service, Product Development, Program Management, Trade Shows, Marketing Strategy, Event Planning, Team Building, Management, Leadership
Education
Salem State University 1989 — 1995
Salem State College 1989 — 1994
Chris Galipeau's Fidelity Investments Experience January 1992 - January 1994
Job
Industry Investment Management
Experience
Putnam Investments March 2013 - Present
2006 - 2011 December 2006 - December 2013
DG Capital 2006 - 2013
Alpha Equity Research, Inc March 1994 - November 2006
Alpha Equity Research, Inc January 1994 - January 2006
Fidelity Investments January 1992 - January 1994
Skills
Portfolio Management, Research, Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation
Education
University of New Hampshire 2009 — 2011
MBA, Finance, 3.80
Salem State University 1989 — 1992
BS, Business Administration - Finance/Economics
Westford Academy 1983 — 1987
High School
Putnam Investments March 2013 - Present
2006 - 2011 December 2006 - December 2013
DG Capital 2006 - 2013
Alpha Equity Research, Inc March 1994 - November 2006
Alpha Equity Research, Inc January 1994 - January 2006
Fidelity Investments January 1992 - January 1994
Skills
Portfolio Management, Research, Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation
Education
University of New Hampshire 2009 — 2011
MBA, Finance, 3.80
Salem State University 1989 — 1992
BS, Business Administration - Finance/Economics
Westford Academy 1983 — 1987
High School
Matthew Neutra's Fidelity Investments Experience 1995 - 1996
Job Manager, Prototype Demonstration at Bose Corporation
Industry Consumer Electronics
Experience
Bose Corporation 2002 - Present
Skyline Software Systems January 1999 - March 2001
Harvard Design and Mapping October 1997 - January 1999
Fidelity Investments 1995 - 1996
CDM Federal programs 1991 - 1996
Skills
Editing, Film Production, Consumer Electronics, Mac, Project Planning, Television, Post Production, Marketing Communications, User Experience, Video, Sound, Final Cut Pro, Web Development, Video Production, 3D, Video Editing, Adobe Creative Suite, Research, Broadcast, Photoshop, Team Building, Projects, Digital Media, Management, Acoustics, Photography, Interaction Design, Motion Graphics, Final Cut Studio, Home Theater, Product Marketing, Professional Audio, 3D Modeling, Customer Engagement, Customer Experience, Transducers, Modeling, 3D visualization, Digital Video, Multimedia, Strategic Partnerships, Surround Sound, Streaming Media, Digital Signage, Technical Presentations, Bose, User Interface Design, Product Management
Education
Salem State University 1994 — 1997
M.S., Geo-Information Science/Management
University of Massachusetts, Amherst 1987 — 1991
B.S., Geology
Brewster Academy 1986 — 1987
High School
Bose Corporation 2002 - Present
Skyline Software Systems January 1999 - March 2001
Harvard Design and Mapping October 1997 - January 1999
Fidelity Investments 1995 - 1996
CDM Federal programs 1991 - 1996
Skills
Editing, Film Production, Consumer Electronics, Mac, Project Planning, Television, Post Production, Marketing Communications, User Experience, Video, Sound, Final Cut Pro, Web Development, Video Production, 3D, Video Editing, Adobe Creative Suite, Research, Broadcast, Photoshop, Team Building, Projects, Digital Media, Management, Acoustics, Photography, Interaction Design, Motion Graphics, Final Cut Studio, Home Theater, Product Marketing, Professional Audio, 3D Modeling, Customer Engagement, Customer Experience, Transducers, Modeling, 3D visualization, Digital Video, Multimedia, Strategic Partnerships, Surround Sound, Streaming Media, Digital Signage, Technical Presentations, Bose, User Interface Design, Product Management
Education
Salem State University 1994 — 1997
M.S., Geo-Information Science/Management
University of Massachusetts, Amherst 1987 — 1991
B.S., Geology
Brewster Academy 1986 — 1987
High School
Anthony Volo's Fidelity Investments Experience 1993 - 1997
Job SaaS Sales Executive keeping IT confident and business efficient & productive
Industry Information Technology and Services
Experience
Intralinks August 2012 - Present
Zmags October 2011 - August 2012
By Appointment Only, Inc. (BAO) 2000 - 2011
American Scandia Prudential 1998 - 1999
Fidelity Investments 1993 - 1997
Skills
Strategic Alliances, E-commerce, Cloud Computing, Leadership, Demand Generation, Email Marketing, Solution Selling, Salesforce.com, SaaS, Sales Process, Mobile Devices, Content Management, Lead Generation, CRM, Account Management, Mobile Marketing, Sales, Business Development, Marketing, Web Marketing, Cold Calling, B2B, Direct Sales, Selling
Education
Salem State University
BS, Business Administration, Minor in Sociology
Intralinks August 2012 - Present
Zmags October 2011 - August 2012
By Appointment Only, Inc. (BAO) 2000 - 2011
American Scandia Prudential 1998 - 1999
Fidelity Investments 1993 - 1997
Skills
Strategic Alliances, E-commerce, Cloud Computing, Leadership, Demand Generation, Email Marketing, Solution Selling, Salesforce.com, SaaS, Sales Process, Mobile Devices, Content Management, Lead Generation, CRM, Account Management, Mobile Marketing, Sales, Business Development, Marketing, Web Marketing, Cold Calling, B2B, Direct Sales, Selling
Education
Salem State University
BS, Business Administration, Minor in Sociology
Marianne Sullivan's Fidelity Investments Experience September 1999 - Present
Job Director Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1999 - Present
Putnam Investments June 1998 - September 1999
Skills
Strategic Financial..., Financial Modeling, Financial Services, Financial Analysis, Mutual Funds, Essbase, Investments, Finance, Business Analysis, Corporate Finance
Education
Salem State College 1986 — 1989
Bachelor of Science (BS), Finance, General
Fidelity Investments September 1999 - Present
Putnam Investments June 1998 - September 1999
Skills
Strategic Financial..., Financial Modeling, Financial Services, Financial Analysis, Mutual Funds, Essbase, Investments, Finance, Business Analysis, Corporate Finance
Education
Salem State College 1986 — 1989
Bachelor of Science (BS), Finance, General
Andrea Poudrier (Kelly)'s Fidelity Investments Experience September 2014 - Present
Job Board Support Process Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments July 2010 - September 2014
Fidelity Investments November 2005 - July 2010
State Street Bank March 1999 - November 2005
Old Town Trolley 1993 - 1999
Skills
Mutual Funds, Project Management, Business Analysis, Institutional Funds, Asset Management, Fixed Income, Equities, Pricing, Accounting, Quality Assurance..., Fund Accounting, Corporate Actions, Investment Operations, Client Service, Fund Administration, Asset Arena, InvestOne, Eagle Star, FOCAS, Quality Center, JIRA, Multi-currency Horizon, Advent, Bloomberg, Quality Assurance, Investments, Client Services, Securities
Education
Salem State University 1992 — 1999
BA
Fidelity Investments September 2014 - Present
Fidelity Investments July 2010 - September 2014
Fidelity Investments November 2005 - July 2010
State Street Bank March 1999 - November 2005
Old Town Trolley 1993 - 1999
Skills
Mutual Funds, Project Management, Business Analysis, Institutional Funds, Asset Management, Fixed Income, Equities, Pricing, Accounting, Quality Assurance..., Fund Accounting, Corporate Actions, Investment Operations, Client Service, Fund Administration, Asset Arena, InvestOne, Eagle Star, FOCAS, Quality Center, JIRA, Multi-currency Horizon, Advent, Bloomberg, Quality Assurance, Investments, Client Services, Securities
Education
Salem State University 1992 — 1999
BA
Karen MacEachern's Fidelity Investments Experience 1998 - 1999
Job Business Technology Consultant
Industry Information Technology and Services
Experience
Karen MacEachern Consulting 2000 - Present
Edgewater Technology 2002 - 2013
MediaOne (Now Comcast) 1999 - 2000
Fidelity Investments 1998 - 1999
Objective Communications 1997 - 1998
Liberty Mutual Insurance 1986 - 1997
Digital Equipment Corporation 1984 - 1986
Travelers Insurance 1981 - 1983
Skills
Product Management, Information Technology, User Experience, Quality Center, Testing, Business Process, Software Documentation, Business Analysis, Integration, Cross-functional Team..., CRM, Strategy, SDLC, Usability Testing, Software Development, Program Management, Leadership, Vendor Management, Project Management, Management
Education
Saint Michael's College 1976 — 1979
Bachelor of Arts (BA), Magna Cum Laude, Phi Beta Kappa, Psychology
University of New England
Wilmington High School
Wilmington High School
Karen MacEachern Consulting 2000 - Present
Edgewater Technology 2002 - 2013
MediaOne (Now Comcast) 1999 - 2000
Fidelity Investments 1998 - 1999
Objective Communications 1997 - 1998
Liberty Mutual Insurance 1986 - 1997
Digital Equipment Corporation 1984 - 1986
Travelers Insurance 1981 - 1983
Skills
Product Management, Information Technology, User Experience, Quality Center, Testing, Business Process, Software Documentation, Business Analysis, Integration, Cross-functional Team..., CRM, Strategy, SDLC, Usability Testing, Software Development, Program Management, Leadership, Vendor Management, Project Management, Management
Education
Saint Michael's College 1976 — 1979
Bachelor of Arts (BA), Magna Cum Laude, Phi Beta Kappa, Psychology
University of New England
Wilmington High School
Wilmington High School
Jessie (Bright) Giordano's Fidelity Investments Experience 2006 - 2007
Job Manager, HR Systems and Analytics
Industry Human Resources
Experience
Alnylam Pharmaceuticals September 2015 - Present
Omgeo June 2012 - Present
Bain & Company October 2011 - June 2012
Bain & Co. February 2008 - October 2011
ViaCell 2007 - 2008
Fidelity Investments 2006 - 2007
TCP Communications LLC 2003 - 2006
CPI Communications 1999 - 2001
Education
Salem State University 2001 — 2005
Pyschology, Business
Alnylam Pharmaceuticals September 2015 - Present
Omgeo June 2012 - Present
Bain & Company October 2011 - June 2012
Bain & Co. February 2008 - October 2011
ViaCell 2007 - 2008
Fidelity Investments 2006 - 2007
TCP Communications LLC 2003 - 2006
CPI Communications 1999 - 2001
Education
Salem State University 2001 — 2005
Pyschology, Business
Mark Sedgwick's Fidelity Investments Experience November 2006 - September 2012
Job Senior Technical Project Manager, MBA
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts December 2012 - Present
Fidelity Investments November 2006 - September 2012
John Hancock 1999 - 2006
Electric Insurance Company 1990 - 1997
Skills
MS Project, Excel,..., SharePoint, Spaces, SDLC and Agile project..., SDLC, MS Project, Visio, Agile Project Management, SharePoint, Project Management, Information Technology, Management, Business Process..., Integration, Analysis, Cross-functional Team..., Operations Management, Project Portfolio...
Education
Salem State College 1985 — 1991
MBA, Master of Business Administration
Blue Cross Blue Shield of Massachusetts December 2012 - Present
Fidelity Investments November 2006 - September 2012
John Hancock 1999 - 2006
Electric Insurance Company 1990 - 1997
Skills
MS Project, Excel,..., SharePoint, Spaces, SDLC and Agile project..., SDLC, MS Project, Visio, Agile Project Management, SharePoint, Project Management, Information Technology, Management, Business Process..., Integration, Analysis, Cross-functional Team..., Operations Management, Project Portfolio...
Education
Salem State College 1985 — 1991
MBA, Master of Business Administration
Jessica Katz's Fidelity Investments Experience November 2006 - June 2008
Job Vice President, Equity Analyst at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management September 2015 - Present
Eaton Vance November 2014 - September 2015
Eaton Vance May 2011 - October 2014
Eaton Vance June 2008 - May 2011
Fidelity Investments November 2006 - June 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Skills
Financial Modeling, Valuation, Industry Analysis, Portfolio Management, Equity Research, Industrials, Equities, Asset Management, Mutual Funds, Equity Valuation, Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Finance, Bloomberg, Competitive Analysis, Investments, Financial Analysis
Education
Salem State University 1999 — 2005
BS, Mathematics, Computer Science
Goldman Sachs Asset Management September 2015 - Present
Eaton Vance November 2014 - September 2015
Eaton Vance May 2011 - October 2014
Eaton Vance June 2008 - May 2011
Fidelity Investments November 2006 - June 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Skills
Financial Modeling, Valuation, Industry Analysis, Portfolio Management, Equity Research, Industrials, Equities, Asset Management, Mutual Funds, Equity Valuation, Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Finance, Bloomberg, Competitive Analysis, Investments, Financial Analysis
Education
Salem State University 1999 — 2005
BS, Mathematics, Computer Science
Cheryl Greene's Fidelity Investments Experience September 2007 - February 2010
Job Proposal Manager at Oracle
Industry Computer Software
Experience
Phase Forward January 2010 - October 2010
Fidelity Investments September 2007 - February 2010
Fidelity Investments January 2003 - September 2007
Fidelity Investments April 2001 - January 2003
Fidelity Investments April 2000 - April 2001
Skills
Business Analysis, Project Management, Requirements Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Vendor Management, Visio, Management, Business Process..., Financial Services
Education
Salem State University 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Billerica memorial high school
Phase Forward January 2010 - October 2010
Fidelity Investments September 2007 - February 2010
Fidelity Investments January 2003 - September 2007
Fidelity Investments April 2001 - January 2003
Fidelity Investments April 2000 - April 2001
Skills
Business Analysis, Project Management, Requirements Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Vendor Management, Visio, Management, Business Process..., Financial Services
Education
Salem State University 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Billerica memorial high school
Keith Fletcher's Fidelity Investments Experience 1989 - 1992
Job Vice Chairman at American Independence Financial Services
Industry Investment Management
Experience
American Independence Financial Services 2013 - Present
Guggenheim Investments 2008 - 2012
Lyster Watson November 2007 - November 2008
Fletcher Financial Group Inc. 2004 - 2007
Van Eck Global 1992 - 2004
Fidelity Investments 1989 - 1992
Furman Selz 1985 - 1989
Dreyfus 1979 - 1985
Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24
Education
Saint Peter's University 1975 — 1979
Weehawken High School 1972 — 1975
American Independence Financial Services 2013 - Present
Guggenheim Investments 2008 - 2012
Lyster Watson November 2007 - November 2008
Fletcher Financial Group Inc. 2004 - 2007
Van Eck Global 1992 - 2004
Fidelity Investments 1989 - 1992
Furman Selz 1985 - 1989
Dreyfus 1979 - 1985
Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24
Education
Saint Peter's University 1975 — 1979
Weehawken High School 1972 — 1975
Jillian Signoriello's Fidelity Investments Experience January 2005 - December 2011
Job Accounting Supervisor at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2005 - December 2011
BostonCoach (A Fidelity Investments Company) June 2002 - January 2005
Education
Saint Michael's College 1998 — 2002
Fidelity Investments January 2005 - December 2011
BostonCoach (A Fidelity Investments Company) June 2002 - January 2005
Education
Saint Michael's College 1998 — 2002
Myra (Ellis) Flanagan's Fidelity Investments Experience September 2012 - Present
Job Manager Sales Administration: Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investmets July 2001 - Present
Fidelity Investments August 2004 - September 2006
Fidelity Investments November 2003 - August 2004
Fidelity Investments July 2001 - October 2003
Charles Schwab June 2000 - April 2001
State Street Research January 1994 - April 2000
Education
Saint Michael's College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Fidelity Investments September 2012 - Present
Fidelity Investmets July 2001 - Present
Fidelity Investments August 2004 - September 2006
Fidelity Investments November 2003 - August 2004
Fidelity Investments July 2001 - October 2003
Charles Schwab June 2000 - April 2001
State Street Research January 1994 - April 2000
Education
Saint Michael's College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Nesty Diaz's Fidelity Investments Experience May 2006 - August 2006
Job Managing Editor
Industry Publishing
Experience
Oxford University Press November 2014 - Present
Oxford University Press February 2014 - October 2014
John Wiley and Sons September 2012 - January 2014
John Wiley and Sons June 2009 - October 2012
John Wiley and Sons June 2007 - June 2009
Penguin Group USA January 2007 - May 2007
Fidelity Investments May 2006 - August 2006
Skills
Online Publishing, Academic Publishing, Proofreading, Publishing, Journals, Editorial, Ebooks, Publications, Content Development, Copy Editing, Fact-checking, Line Editing, Editing, Books, Content Management, Manuscript, Magazines, Web Content, Blogging, Custom Publishing, InCopy, Text Editing, Manuscript Development, Non-fiction, Chicago Manual, Editorial Product..., AMA style, Rewriting, Web Editing, Chicago Style
Education
The New School for Public Engagement 2012 — 2013
Master of Science (MS)
St. Peter's College 2003 — 2007
B.A. English Lit & Minor Economics
St. Joseph's of the Palisades
Oxford University Press November 2014 - Present
Oxford University Press February 2014 - October 2014
John Wiley and Sons September 2012 - January 2014
John Wiley and Sons June 2009 - October 2012
John Wiley and Sons June 2007 - June 2009
Penguin Group USA January 2007 - May 2007
Fidelity Investments May 2006 - August 2006
Skills
Online Publishing, Academic Publishing, Proofreading, Publishing, Journals, Editorial, Ebooks, Publications, Content Development, Copy Editing, Fact-checking, Line Editing, Editing, Books, Content Management, Manuscript, Magazines, Web Content, Blogging, Custom Publishing, InCopy, Text Editing, Manuscript Development, Non-fiction, Chicago Manual, Editorial Product..., AMA style, Rewriting, Web Editing, Chicago Style
Education
The New School for Public Engagement 2012 — 2013
Master of Science (MS)
St. Peter's College 2003 — 2007
B.A. English Lit & Minor Economics
St. Joseph's of the Palisades
Peter Caporino's Fidelity Investments Experience September 2011 - Present
Job Prime Brokerage Middle Office at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments January 2007 - September 2011
Fidelity Investments October 2005 - January 2007
Fidelity Investments May 2004 - October 2005
UBS April 2002 - August 2003
AllianceBernstein June 2000 - September 2001
Education
Saint Peter's University 1993 — 1998
BA, Political Science
St.Mary's High School
Fidelity Investments September 2011 - Present
Fidelity Investments January 2007 - September 2011
Fidelity Investments October 2005 - January 2007
Fidelity Investments May 2004 - October 2005
UBS April 2002 - August 2003
AllianceBernstein June 2000 - September 2001
Education
Saint Peter's University 1993 — 1998
BA, Political Science
St.Mary's High School
Julia Manwelyan's Fidelity Investments Experience 1992 - 1997
Job ASSISTANT VICE PRESIDENT at State Street
Industry Information Technology and Services
Experience
State Street software engineerMITRE1997 - 2001
Fidelity Investments 1992 - 1997
Education
Saint Petersburg State University 1971 — 1977
State Street software engineerMITRE1997 - 2001
Fidelity Investments 1992 - 1997
Education
Saint Petersburg State University 1971 — 1977
Jamie Andrea's Fidelity Investments Experience September 1997 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1997 - Present
Skills
401k, Business Analysis, Business Process..., Call Centers, Change Management, Cross-functional Team..., Financial Services, Investments, Leadership, Management, Mutual Funds, Outsourcing, Performance Management, Portfolio Management, Relationship Management, Risk Management, SDLC, Securities, Series 63, Series 7, Six Sigma, Vendor Management
Education
Salem State University
Fidelity Investments September 1997 - Present
Skills
401k, Business Analysis, Business Process..., Call Centers, Change Management, Cross-functional Team..., Financial Services, Investments, Leadership, Management, Mutual Funds, Outsourcing, Performance Management, Portfolio Management, Relationship Management, Risk Management, SDLC, Securities, Series 63, Series 7, Six Sigma, Vendor Management
Education
Salem State University
Joe Brescia's Fidelity Investments Experience 1984 - 2001
Job Sourcing Professional
Industry Pharmaceuticals
Experience
Novartis Vaccines & Diagnostics September 2008 - Present
Genzyme Corporation May 2001 - February 2008
Fidelity Investments 1984 - 2001
Education
Salem State University 1967 — 1972
BA, History, Political Science
Holliston High School 1964 — 1967
Novartis Vaccines & Diagnostics September 2008 - Present
Genzyme Corporation May 2001 - February 2008
Fidelity Investments 1984 - 2001
Education
Salem State University 1967 — 1972
BA, History, Political Science
Holliston High School 1964 — 1967
Susan Cobb Molloy's Fidelity Investments Experience January 1986 - January 1988
Job Library Assistant at Thomas Crane Library
Industry Libraries
Experience
Thomas Crane Library September 2013 - Present
Sharon Public library September 2011 - Present
State Street September 2010 - July 2011
Sharon Public Library October 2007 - September 2010
State Street 1998 - 2003
Boston Treasury Systems February 1993 - May 1998
State Street January 1988 - January 1993
Fidelity Investments January 1986 - January 1988
Education
Saint Michael's College 1981 — 1985
Bachelor's
Thomas Crane Library September 2013 - Present
Sharon Public library September 2011 - Present
State Street September 2010 - July 2011
Sharon Public Library October 2007 - September 2010
State Street 1998 - 2003
Boston Treasury Systems February 1993 - May 1998
State Street January 1988 - January 1993
Fidelity Investments January 1986 - January 1988
Education
Saint Michael's College 1981 — 1985
Bachelor's
Anthony Finello's Fidelity Investments Experience April 2012 - January 2013
Job Owner at AJ Finello Consulting LLC
Industry Information Technology and Services
Experience
AJ Finello Consulting LLC June 2009 - Present
Fidelity Investments April 2012 - January 2013
Bank of America Merrill Lynch January 2011 - April 2012
Deutsche Bank May 2010 - October 2010
Citigroup November 2009 - March 2010
Deutsche Bank June 2009 - July 2009
Infiniti Information Services, Inc January 2004 - June 2009
Citigroup November 2007 - February 2008
Albridge Solutions, Inc. November 2006 - May 2007
Citigroup – Global Corporate Investment Banking (GCIB), NYC 2005 - 2006
Skills
Requirements Analysis, Data Modeling, Integration, Data Warehousing, Databases, ETL, Data Analysis, Visio, Data Quality, SDLC, Business Process, Business Intelligence, Leadership, Data Integration, Access, Fixed Income, Software Development, Analysis, Enterprise Architecture, Management, Data Management
Education
Saint Peter's University
BS Management, Business management, marketing, IT
AJ Finello Consulting LLC June 2009 - Present
Fidelity Investments April 2012 - January 2013
Bank of America Merrill Lynch January 2011 - April 2012
Deutsche Bank May 2010 - October 2010
Citigroup November 2009 - March 2010
Deutsche Bank June 2009 - July 2009
Infiniti Information Services, Inc January 2004 - June 2009
Citigroup November 2007 - February 2008
Albridge Solutions, Inc. November 2006 - May 2007
Citigroup – Global Corporate Investment Banking (GCIB), NYC 2005 - 2006
Skills
Requirements Analysis, Data Modeling, Integration, Data Warehousing, Databases, ETL, Data Analysis, Visio, Data Quality, SDLC, Business Process, Business Intelligence, Leadership, Data Integration, Access, Fixed Income, Software Development, Analysis, Enterprise Architecture, Management, Data Management
Education
Saint Peter's University
BS Management, Business management, marketing, IT
Arianna Stygles's Fidelity Investments Experience January 2001 - December 2007
Job Accountant/ Executive Administrator
Industry Accounting
Experience
Witt O'Brien's November 2010 - Present
ArcLight Capital Partners January 2008 - October 2010
Fidelity Investments January 2001 - December 2007
Skills
Auditing, Policy, Financial Analysis, Analysis, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Strategic Planning, Financial Reporting, Accounting, Microsoft Excel, Government
Education
Salem State University 1996 — 2000
BS
Witt O'Brien's November 2010 - Present
ArcLight Capital Partners January 2008 - October 2010
Fidelity Investments January 2001 - December 2007
Skills
Auditing, Policy, Financial Analysis, Analysis, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Strategic Planning, Financial Reporting, Accounting, Microsoft Excel, Government
Education
Salem State University 1996 — 2000
BS
Bonnie Thomson's Fidelity Investments Experience December 2014 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments 2011 - December 2014
Fidelity Investments June 2005 - July 2011
Fidelity HR Services 2005 - 2007
Fidelity Investments September 1990 - January 2005
Education
Suffolk University 1990 — 1996
Master's degree, Business Administration and Management, General
Salem State University 1982 — 1986
BS, Business
Fidelity Investments December 2014 - Present
Fidelity Investments 2011 - December 2014
Fidelity Investments June 2005 - July 2011
Fidelity HR Services 2005 - 2007
Fidelity Investments September 1990 - January 2005
Education
Suffolk University 1990 — 1996
Master's degree, Business Administration and Management, General
Salem State University 1982 — 1986
BS, Business
LeeAnne Botelho's Fidelity Investments Experience January 2010 - Present
Job Pension Manager at Fidelity
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments June 2006 - January 2010
Fidelity Investments June 2003 - June 2006
Atlantic Extrusions 2001 - 2003
Shore.Net 1999 - 2001
Education
Salem State University
Bachelors, Business Management
Fidelity Investments January 2010 - Present
Fidelity Investments June 2006 - January 2010
Fidelity Investments June 2003 - June 2006
Atlantic Extrusions 2001 - 2003
Shore.Net 1999 - 2001
Education
Salem State University
Bachelors, Business Management
Ken Thomson's Fidelity Investments Experience June 2014 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments March 2011 - June 2014
Fidelity Investments September 1998 - February 2011
First Data Corporation June 1996 - August 1998
First Data Corporation June 1994 - June 1996
Skills
SDLC, Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Systems Analysis, Visio, Data Modeling, Data Warehousing, Vendor Management, Software Project..., Agile Methodologies, User Acceptance Testing, Full SDLC, SQL, Informatica, Process Improvement, ETL, Business Intelligence, Enterprise Architecture
Education
Salem State University 1983 — 1986
BA, Business/marketing
University of Massachusetts at Lowell 1979 — 1982
Fidelity Investments June 2014 - Present
Fidelity Investments March 2011 - June 2014
Fidelity Investments September 1998 - February 2011
First Data Corporation June 1996 - August 1998
First Data Corporation June 1994 - June 1996
Skills
SDLC, Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Systems Analysis, Visio, Data Modeling, Data Warehousing, Vendor Management, Software Project..., Agile Methodologies, User Acceptance Testing, Full SDLC, SQL, Informatica, Process Improvement, ETL, Business Intelligence, Enterprise Architecture
Education
Salem State University 1983 — 1986
BA, Business/marketing
University of Massachusetts at Lowell 1979 — 1982
Joe Zambello's Fidelity Investments Experience October 1991 - Present
Job Deputy Treasurer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1991 - Present
Education
Salem State College
Suffolk University - Sawyer Business School
MBA
Fidelity Investments October 1991 - Present
Education
Salem State College
Suffolk University - Sawyer Business School
MBA
Erin Boyce Lamb's Fidelity Investments Experience February 2006 - September 2008
Job Realtor/Partner Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty September 2008 - Present
Barstool Sports January 2002 - August 2011
Fidelity Investments February 2006 - September 2008
The Daily Item of Lynn May 2004 - February 2006
Fluent Technologies August 2000 - November 2003
Skills
Marketing, Microsoft Office, Advertising, Project Management, Event Management, Newsletters, Social Media, Email Marketing, Adobe Acrobat, Marketing Communications, Real Estate, Online Advertising, Direct Mail, Desktop Publishing, Facebook, Collateral, Copywriting, Press Releases, Marketing Strategy, Visio, Investment Properties, Referrals, Buyer Representation, First Time Home Buyers, Condos, Sales, Short Sales, Sellers, Single Family Homes, Relocation
Education
Salem State University 1990 — 1995
BS, Communications
Salem State University 1990 — 1995
Keller Williams Realty September 2008 - Present
Barstool Sports January 2002 - August 2011
Fidelity Investments February 2006 - September 2008
The Daily Item of Lynn May 2004 - February 2006
Fluent Technologies August 2000 - November 2003
Skills
Marketing, Microsoft Office, Advertising, Project Management, Event Management, Newsletters, Social Media, Email Marketing, Adobe Acrobat, Marketing Communications, Real Estate, Online Advertising, Direct Mail, Desktop Publishing, Facebook, Collateral, Copywriting, Press Releases, Marketing Strategy, Visio, Investment Properties, Referrals, Buyer Representation, First Time Home Buyers, Condos, Sales, Short Sales, Sellers, Single Family Homes, Relocation
Education
Salem State University 1990 — 1995
BS, Communications
Salem State University 1990 — 1995
Rick Lanigan's Fidelity Investments Experience January 1992 - January 2002
Job Director, BrokerDealer Operations at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc. March 2014 - Present
Marsh & McLennan Companies, Inc. January 2010 - April 2012
Mercer January 2007 - April 2012
Mercer May 2006 - January 2007
Putnam Investments September 2002 - May 2006
Fidelity Investments January 1992 - January 2002
Skills
Brokerage, Retirement, Retirement Planning, Investments, Investment Management, Compliance, 401k, 401k Rollovers, Corporate Benefits, Asset Managment, Asset Allocation, Financial Services, Series 7, Series 24, Series 65, Series 63, Series 4, Series 8, Series 53, Series 55, External Audit, Internal Audit, Project Management, Management, Risk Management, Operations Management, Sales Management, Business Relationship..., Training, FINRA, Securities Regulation, Strategic Sales, Securities, Defined Contribution, Options, Investment Advisory
Education
Salem State University
Signator Investors, Inc. March 2014 - Present
Marsh & McLennan Companies, Inc. January 2010 - April 2012
Mercer January 2007 - April 2012
Mercer May 2006 - January 2007
Putnam Investments September 2002 - May 2006
Fidelity Investments January 1992 - January 2002
Skills
Brokerage, Retirement, Retirement Planning, Investments, Investment Management, Compliance, 401k, 401k Rollovers, Corporate Benefits, Asset Managment, Asset Allocation, Financial Services, Series 7, Series 24, Series 65, Series 63, Series 4, Series 8, Series 53, Series 55, External Audit, Internal Audit, Project Management, Management, Risk Management, Operations Management, Sales Management, Business Relationship..., Training, FINRA, Securities Regulation, Strategic Sales, Securities, Defined Contribution, Options, Investment Advisory
Education
Salem State University
Karen Lyons's Fidelity Investments Experience April 2013 - Present
Job Design Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments July 2011 - March 2013
Fidelity Investments March 2011 - March 2013
Fidelity Investments (FIIS) August 1994 - March 1998
Skills
Management, Training, Financial Services, Process Improvement, Change Management, Program Management, Software Documentation, Risk Management, Business Analysis, Communication Skills, Leadership, Instructional Design, Talent Management, Vendor Management, Business Strategy, Strategic Planning, Project Management, Coaching, Leadership Development, Strategy
Education
Salem State University
Fidelity Investments April 2013 - Present
Fidelity Investments July 2011 - March 2013
Fidelity Investments March 2011 - March 2013
Fidelity Investments (FIIS) August 1994 - March 1998
Skills
Management, Training, Financial Services, Process Improvement, Change Management, Program Management, Software Documentation, Risk Management, Business Analysis, Communication Skills, Leadership, Instructional Design, Talent Management, Vendor Management, Business Strategy, Strategic Planning, Project Management, Coaching, Leadership Development, Strategy
Education
Salem State University
Sergey Aristarkhov's Fidelity Investments Experience 1996 - 2007
Job Business Analyst at Fidelity
Industry Financial Services
Experience
Fidelity Principal Business analystFidelity Investments2007 - Present
Fidelity Investments 1996 - 2007
Education
Saint Petersburg State University
PHD, Economics
Fidelity Principal Business analystFidelity Investments2007 - Present
Fidelity Investments 1996 - 2007
Education
Saint Petersburg State University
PHD, Economics
Lisa Kavanaugh's Fidelity Investments Experience May 2005 - December 2007
Job Plan Sponsor and Provider Marketing Manager
Industry Financial Services
Experience
Financial Engines January 2008 - April 2014
Fidelity Investments May 2005 - December 2007
Fidelity Investments May 2004 - May 2005
Fidelity Investments 2000 - 2004
Fidelity Investments February 1997 - 2000
Fidelity Investments 1994 - 1997
Skills
Marketing Communications, Writing, Email Marketing, Marketing Strategy, Project Management, Building Relationships, Retirement, Investment Advisory..., Direct Marketing, Relationship Management, Mutual Funds, Competitive Analysis, Product Management, Integrated Marketing, Strategy, Management, Customer Acquisition, Segmentation, Program Management
Education
Saint Michael's College
Bachelor's Degree, English
Financial Engines January 2008 - April 2014
Fidelity Investments May 2005 - December 2007
Fidelity Investments May 2004 - May 2005
Fidelity Investments 2000 - 2004
Fidelity Investments February 1997 - 2000
Fidelity Investments 1994 - 1997
Skills
Marketing Communications, Writing, Email Marketing, Marketing Strategy, Project Management, Building Relationships, Retirement, Investment Advisory..., Direct Marketing, Relationship Management, Mutual Funds, Competitive Analysis, Product Management, Integrated Marketing, Strategy, Management, Customer Acquisition, Segmentation, Program Management
Education
Saint Michael's College
Bachelor's Degree, English
Kathy LaBrie's Fidelity Investments Experience April 2005 - December 2008
Job Quality Specialist 2
Industry Medical Devices
Experience
Philips Healthcare February 2010 - Present
Philips Healthcare February 2010 - October 2010
Fidelity Investments April 2005 - December 2008
Fidelity Investments 2005 - December 2008
Fidelity Investments 1998 - 2008
Education
Salem State University 1981 — 1986
BS, Business Administration
Philips Healthcare February 2010 - Present
Philips Healthcare February 2010 - October 2010
Fidelity Investments April 2005 - December 2008
Fidelity Investments 2005 - December 2008
Fidelity Investments 1998 - 2008
Education
Salem State University 1981 — 1986
BS, Business Administration
Eileen Leonardi's Fidelity Investments Experience September 1988 - July 2006
Job Retired Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 1988 - July 2006
Skills
Fixed Income Portfolio..., Certified Financial..., 401k, Asset Allocation, Asset Management, Asset Managment, Fixed Income, Investment Management, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Securities, Alternative Investments
Education
Salem State University 1968 — 1972
AB, History
Fidelity Investments September 1988 - July 2006
Skills
Fixed Income Portfolio..., Certified Financial..., 401k, Asset Allocation, Asset Management, Asset Managment, Fixed Income, Investment Management, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Securities, Alternative Investments
Education
Salem State University 1968 — 1972
AB, History
John Leclerc's Fidelity Investments Experience Principal Network EngineerFidelity Investments - Systems Company1998 - 2005
Job Senior Systems Analyst at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments Principal Network EngineerFidelity Investments - Systems Company1998 - 2005
BostonCoach 1993 - 1998
Education
Salem State University 1989 — 1994
BS, Geography
Beverly High School 1985 — 1989
Fidelity Investments Principal Network EngineerFidelity Investments - Systems Company1998 - 2005
BostonCoach 1993 - 1998
Education
Salem State University 1989 — 1994
BS, Geography
Beverly High School 1985 — 1989
Gregg Monette's Fidelity Investments Experience 1999 - 2008
Job PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company September 2008 - Present
Fidelity Investments 1999 - 2008
Skills
Investments, Financial Services, Asset Management, Portfolio Management, Finance, Alternative Investments, Strategic Planning, Mergers, Banking
Education
Saint Michael's College
MBA, Business
PENSCO Trust Company September 2008 - Present
Fidelity Investments 1999 - 2008
Skills
Investments, Financial Services, Asset Management, Portfolio Management, Finance, Alternative Investments, Strategic Planning, Mergers, Banking
Education
Saint Michael's College
MBA, Business
Billy Joe Mercado's Fidelity Investments Experience June 2006 - August 2006
Job Senior Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
Goldman Sachs September 2014 - March 2015
Goldman Sachs January 2011 - September 2014
Goldman Sachs July 2007 - January 2011
Fidelity Investments June 2006 - August 2006
Skills
Financial Analysis, Leadership, Bloomberg, Microsoft Excel, Research, Data Analysis, Fixed Income, Relationship Management, Cash Management, Collateral Management, Funding, Hedge Funds, Middle Office, Training, Financial Services, Finance, Settlement, Valuation, Investments, Credit, Trading
Education
St. Peter's College 2003 — 2007
BS, Accounting
JPMorgan Chase & Co. March 2015 - Present
Goldman Sachs September 2014 - March 2015
Goldman Sachs January 2011 - September 2014
Goldman Sachs July 2007 - January 2011
Fidelity Investments June 2006 - August 2006
Skills
Financial Analysis, Leadership, Bloomberg, Microsoft Excel, Research, Data Analysis, Fixed Income, Relationship Management, Cash Management, Collateral Management, Funding, Hedge Funds, Middle Office, Training, Financial Services, Finance, Settlement, Valuation, Investments, Credit, Trading
Education
St. Peter's College 2003 — 2007
BS, Accounting
Nancy J Costigan's Fidelity Investments Experience July 2007 - December 2008
Job PMO Consulting
Industry International Affairs
Experience
PMO Management & Consultancy Ltd June 2014 - Present
Southern New Hampshire University March 2012 - Present
PlumChoice Online PC Services 2011 - 2012
Raytheon Integrated Defense Systems April 2009 - October 2011
Fidelity Investments July 2007 - December 2008
Monster 2007 - 2007
Foedus 2006 - 2006
BAE Systems 2001 - 2003
Mainstream Technologies 2000 - 2001
Lockheed Martin 1995 - 2000
Skills
Requirements Analysis, Leadership, PMO, Management, Program Management, Business Analysis, Vendor Management, Process Improvement, Project Management, Project Planning, Testing, SDLC, Integration, MS Project, Software Documentation, Cross-functional Team...
Education
Saint Michael's College 1982 — 1984
Business Management
PMO Management & Consultancy Ltd June 2014 - Present
Southern New Hampshire University March 2012 - Present
PlumChoice Online PC Services 2011 - 2012
Raytheon Integrated Defense Systems April 2009 - October 2011
Fidelity Investments July 2007 - December 2008
Monster 2007 - 2007
Foedus 2006 - 2006
BAE Systems 2001 - 2003
Mainstream Technologies 2000 - 2001
Lockheed Martin 1995 - 2000
Skills
Requirements Analysis, Leadership, PMO, Management, Program Management, Business Analysis, Vendor Management, Process Improvement, Project Management, Project Planning, Testing, SDLC, Integration, MS Project, Software Documentation, Cross-functional Team...
Education
Saint Michael's College 1982 — 1984
Business Management
Dennis Pray, CIA, CISA's Fidelity Investments Experience 1980 - 1985
Job Director of Internal Audit at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2008 - Present
Pioneer Investments August 1989 - June 2008
The Boston Company 1986 - 1989
John Hancock Property and Casualty Insurance Co. 1985 - 1986
Fidelity Investments 1980 - 1985
Skills
Sarbanes-Oxley Act, Operational Risk..., Internal Audit, Internal Controls, Enterprise Risk..., IT Audit, Auditing, Risk Management, Financial Risk, Risk Assessment, CISA, Financial Reporting, Management Consulting, Accounting, Operational Risk, Financial Analysis
Education
Suffolk University - Sawyer Business School 1977 — 1979
MBA, Finance
Salem State College 1975 — 1977
Bachelor of Science, Business Administration
Pioneer Investments June 2008 - Present
Pioneer Investments August 1989 - June 2008
The Boston Company 1986 - 1989
John Hancock Property and Casualty Insurance Co. 1985 - 1986
Fidelity Investments 1980 - 1985
Skills
Sarbanes-Oxley Act, Operational Risk..., Internal Audit, Internal Controls, Enterprise Risk..., IT Audit, Auditing, Risk Management, Financial Risk, Risk Assessment, CISA, Financial Reporting, Management Consulting, Accounting, Operational Risk, Financial Analysis
Education
Suffolk University - Sawyer Business School 1977 — 1979
MBA, Finance
Salem State College 1975 — 1977
Bachelor of Science, Business Administration
Khrista Crystal's Fidelity Investments Experience June 2009 - Present
Job Senior Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2009 - Present
Skills
Financial Services, Mutual Funds, Risk Management, Financial Risk, Portfolio Management, Investments, Relationship Management, Employee Benefits, Financial Analysis, Wealth Management, Analysis, Business Analysis, Banking, Process Improvement, Program Management, Leadership, Management, Vendor Management, Policy, Team Building
Education
Salem State College 1993 — 1994
Criminal Justice/Police Science, Sophomore
East Boston High 1987 — 1991
Fidelity Investments June 2009 - Present
Skills
Financial Services, Mutual Funds, Risk Management, Financial Risk, Portfolio Management, Investments, Relationship Management, Employee Benefits, Financial Analysis, Wealth Management, Analysis, Business Analysis, Banking, Process Improvement, Program Management, Leadership, Management, Vendor Management, Policy, Team Building
Education
Salem State College 1993 — 1994
Criminal Justice/Police Science, Sophomore
East Boston High 1987 — 1991
Mike Doucette's Fidelity Investments Experience February 2010 - Present
Job Vice President Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2010 - Present
Fidelity Investments February 2004 - April 2009
Fidelity Investments June 2000 - February 2004
Fidelity Investments August 1987 - May 2000
Fidelity Investments May 1985 - July 1987
Fidelity Investments May 1982 - May 1985
Education
Saint Michael's College 1979 — 1981
BA, Business Administration
Pittsfield High School, Pittsfield, MA
Fidelity Investments February 2010 - Present
Fidelity Investments February 2004 - April 2009
Fidelity Investments June 2000 - February 2004
Fidelity Investments August 1987 - May 2000
Fidelity Investments May 1985 - July 1987
Fidelity Investments May 1982 - May 1985
Education
Saint Michael's College 1979 — 1981
BA, Business Administration
Pittsfield High School, Pittsfield, MA
Robert McInerney's Fidelity Investments Experience 2005 - 2006
Job AML Compliance Profession at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions, LLC May 2015 - Present
Pershing Advisor Solutions, LLC October 2006 - April 2015
Fidelity Investments 2005 - 2006
Skills
Series 7, Financial Services, Investments, Risk Management, Finance, CRM, Asset Management, Financial Analysis, Strategic Planning
Education
St. Peter's College 2008 — 2010
MBA, Finance
West Virginia University 1997 — 2001
Bachelor of Arts, English
Pershing Advisor Solutions, LLC May 2015 - Present
Pershing Advisor Solutions, LLC October 2006 - April 2015
Fidelity Investments 2005 - 2006
Skills
Series 7, Financial Services, Investments, Risk Management, Finance, CRM, Asset Management, Financial Analysis, Strategic Planning
Education
St. Peter's College 2008 — 2010
MBA, Finance
West Virginia University 1997 — 2001
Bachelor of Arts, English
James Aaron's Fidelity Investments Experience September 2010 - December 2013
Job Correctional Officer at Middlesex County Sheriff's Office
Industry Security and Investigations
Experience
U.S. Army October 2000 - Present
Middlesex County Sheriff's Office September 2013 - Present
Guantanamo Bay, Cuba January 2014 - February 2015
Fidelity Investments September 2010 - December 2013
Skills
Surveillance, Military, Security, Corporate Security, Military Experience, Experienced Squad..., Ability to adapt and..., Certified Scuba Diver,...
Education
Salem State University 2005 — 2007
Bachelor's Degree, Criminal Justice and Corrections
U.S. Army October 2000 - Present
Middlesex County Sheriff's Office September 2013 - Present
Guantanamo Bay, Cuba January 2014 - February 2015
Fidelity Investments September 2010 - December 2013
Skills
Surveillance, Military, Security, Corporate Security, Military Experience, Experienced Squad..., Ability to adapt and..., Certified Scuba Diver,...
Education
Salem State University 2005 — 2007
Bachelor's Degree, Criminal Justice and Corrections
John Diiorgi's Fidelity Investments Experience June 2013 - Present
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Conifer Securities March 2011 - September 2012
UBS Investment Bank July 2006 - April 2010
UBS December 1989 - July 2006
Skills
Hedge Funds, Prime Brokerage, Corporate Actions, Series 7, Equities, Financial Services, Investment Banking, Series 63, Securities
Education
Saint Peter's University
MBA, Business
Fidelity Investments June 2013 - Present
Conifer Securities March 2011 - September 2012
UBS Investment Bank July 2006 - April 2010
UBS December 1989 - July 2006
Skills
Hedge Funds, Prime Brokerage, Corporate Actions, Series 7, Equities, Financial Services, Investment Banking, Series 63, Securities
Education
Saint Peter's University
MBA, Business
Will Crowley's Fidelity Investments Experience July 2008 - January 2013
Job Public Safety
Industry Public Safety
Experience
NPD January 2013 - Present
Fidelity Investments July 2008 - January 2013
Skills
Crisis Management, Security Management, PowerPoint, Risk Assessment, Microsoft Office, Emergency Management, Policy, Physical Security, Investigation, Risk Management, Leadership, Security, Criminal Justice
Education
Saint Michael's College 1998 — 2002
Bachelor of Arts
NPD January 2013 - Present
Fidelity Investments July 2008 - January 2013
Skills
Crisis Management, Security Management, PowerPoint, Risk Assessment, Microsoft Office, Emergency Management, Policy, Physical Security, Investigation, Risk Management, Leadership, Security, Criminal Justice
Education
Saint Michael's College 1998 — 2002
Bachelor of Arts
norine shults's Fidelity Investments Experience April 2004 - March 2011
Job vice president at Fidelity Investments
Industry Financial Services
Experience
fidelity 2009 - Present
Fidelity Investments April 2004 - March 2011
Fidelity Investments April 2004 - February 2011
Brodeur Worldwide July 1998 - June 2004
Education
Saint Michael's College 1979 — 1983
Bachelor's, Journalism
fidelity 2009 - Present
Fidelity Investments April 2004 - March 2011
Fidelity Investments April 2004 - February 2011
Brodeur Worldwide July 1998 - June 2004
Education
Saint Michael's College 1979 — 1983
Bachelor's, Journalism
Joyce Bruno's Fidelity Investments Experience June 1983 - July 1984
Job
Industry Computer Software
Experience
Fidelity Investments June 1983 - July 1984
Commonwealth of Massachusetts April 1981 - June 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Salem State University 1985 — 1988
BS, Early Childhood Education
Northeastern University/Burlington, MA 1979 — 1981
Computer and Information Sciences
Fidelity Investments June 1983 - July 1984
Commonwealth of Massachusetts April 1981 - June 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Salem State University 1985 — 1988
BS, Early Childhood Education
Northeastern University/Burlington, MA 1979 — 1981
Computer and Information Sciences
Lorraine Diemer, MSW's Fidelity Investments Experience December 1993 - September 1998
Job Social Worker
Industry Public Policy
Experience
Massachusetts Association of Older Americans, Inc. (MAOA) 2013 - 2014
Mystic Valley Elder Services 2010 - 2013
North Shore Elder Services 2011 - 2012
Elder Care Giver 2006 - 2009
Genuity, Inc. 1999 - 2000
Fidelity Investments December 1993 - September 1998
Skills
Social Services, Community Outreach, Nonprofits, Public Speaking, Grant Writing, Program Management, Program Development, Event Planning, Research, Volunteer Management, Fundraising, Mental Health, Management
Education
Salem State University 2009 — 2014
Master’s Degree, Social Work
University of Massachusetts Boston
Bachelor’s Degree, Economics and Political Science
Massachusetts Association of Older Americans, Inc. (MAOA) 2013 - 2014
Mystic Valley Elder Services 2010 - 2013
North Shore Elder Services 2011 - 2012
Elder Care Giver 2006 - 2009
Genuity, Inc. 1999 - 2000
Fidelity Investments December 1993 - September 1998
Skills
Social Services, Community Outreach, Nonprofits, Public Speaking, Grant Writing, Program Management, Program Development, Event Planning, Research, Volunteer Management, Fundraising, Mental Health, Management
Education
Salem State University 2009 — 2014
Master’s Degree, Social Work
University of Massachusetts Boston
Bachelor’s Degree, Economics and Political Science
Corinne Calnan's Fidelity Investments Experience July 2011 - Present
Job Compliance Assistant
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Paiewonsky & Martin Families September 2009 - June 2011
Lynn Public Schools September 2005 - September 2010
Sheraton Ferncroft November 2008 - July 2009
The Limited Too November 2004 - November 2008
Wood Insurance Agency January 2005 - January 2008
Skills
Hospitality Industry, Visual Merchandising, Email, Hospitality Management, Hotels, Problem Solving, Hospitality, Social Media, Professional Phone..., Time Management, Merchandising, Retail, Sales, SharePoint, Creativity, Organization, Close Attention to..., Microsoft Office, Customer Service, Compliance, Financial Analysis, Events Coordination, Interpersonal..., Multi Tasking, Front Office Support, Fast Learner, Outlook, Office Equipment, Calendar Planning, Phone Etiquette, Microsoft Excel, Microsoft Word, Event Planning
Education
Salem State College 2005 — 2009
Bachelors, Business & Hospitality Management
Fidelity Investments July 2011 - Present
Paiewonsky & Martin Families September 2009 - June 2011
Lynn Public Schools September 2005 - September 2010
Sheraton Ferncroft November 2008 - July 2009
The Limited Too November 2004 - November 2008
Wood Insurance Agency January 2005 - January 2008
Skills
Hospitality Industry, Visual Merchandising, Email, Hospitality Management, Hotels, Problem Solving, Hospitality, Social Media, Professional Phone..., Time Management, Merchandising, Retail, Sales, SharePoint, Creativity, Organization, Close Attention to..., Microsoft Office, Customer Service, Compliance, Financial Analysis, Events Coordination, Interpersonal..., Multi Tasking, Front Office Support, Fast Learner, Outlook, Office Equipment, Calendar Planning, Phone Etiquette, Microsoft Excel, Microsoft Word, Event Planning
Education
Salem State College 2005 — 2009
Bachelors, Business & Hospitality Management
Scott Pelow's Fidelity Investments Experience September 2007 - October 2008
Job Senior Air Operations Coordinator at Explorica
Industry Leisure, Travel & Tourism
Experience
Explorica October 2008 - Present
Fidelity Investments September 2007 - October 2008
Skills
Budgets, Management, Airlines, Event Planning, Customer Service, Event Management
Education
Saint Michael's College 2003 — 2007
BS, Business Management
Explorica October 2008 - Present
Fidelity Investments September 2007 - October 2008
Skills
Budgets, Management, Airlines, Event Planning, Customer Service, Event Management
Education
Saint Michael's College 2003 — 2007
BS, Business Management
Evelyn Atwater's Fidelity Investments Experience June 2004 - June 2005
Job Universal Patient Services Coordinator
Industry Pharmaceuticals
Experience
Fidelity Investment, Inc May 2005 - June 2011
Fidelity Investments June 2004 - June 2005
Carolina Summit Healthcare, Inc September 2000 - March 2004
Skills
Analysis, Benefits Administration, Call Centers, Data Entry, Employee Benefits, Employee Engagement, Employee Relations, HRIS, Human Resources, Insurance, Microsoft Excel, Payroll, Personnel Management, Policy, Research, Software Documentation, Spreadsheets
Education
Saint Pauls College
Fidelity Investment, Inc May 2005 - June 2011
Fidelity Investments June 2004 - June 2005
Carolina Summit Healthcare, Inc September 2000 - March 2004
Skills
Analysis, Benefits Administration, Call Centers, Data Entry, Employee Benefits, Employee Engagement, Employee Relations, HRIS, Human Resources, Insurance, Microsoft Excel, Payroll, Personnel Management, Policy, Research, Software Documentation, Spreadsheets
Education
Saint Pauls College
Bob LaRiviere's Fidelity Investments Experience 2004 - 2009
Job Sr. Project Manager at EBSCO Information Services
Industry Information Services
Experience
EBSCO Publishing February 2010 - Present
Fidelity Investments 2004 - 2009
Education
Salem State University
Bachelor's degree, Business Administration and Management, General
EBSCO Publishing February 2010 - Present
Fidelity Investments 2004 - 2009
Education
Salem State University
Bachelor's degree, Business Administration and Management, General
Katherine Georgeopoulos's Fidelity Investments Experience June 1997 - December 1999
Job Vice President, Global Travel Manager
Industry Investment Management
Experience
Wellington Management Company, LLP December 2007 - Present
The Procter and Gamble Company February 2005 - December 2007
The Gillette Company December 1999 - February 2005
Fidelity Investments June 1997 - December 1999
American Airlines November 1979 - September 1995
Skills
Leadership skills, Relationship building..., Negotiation skills
Education
Salem State College
Bachelor of Science, Business Education
Wellington Management Company, LLP December 2007 - Present
The Procter and Gamble Company February 2005 - December 2007
The Gillette Company December 1999 - February 2005
Fidelity Investments June 1997 - December 1999
American Airlines November 1979 - September 1995
Skills
Leadership skills, Relationship building..., Negotiation skills
Education
Salem State College
Bachelor of Science, Business Education
Joyce Sheehan's Fidelity Investments Experience February 2004 - Present
Job Tax Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2004 - Present
Brown Brothers Harriman 1998 - 2004
Skills
Accounting, Bloomberg, Corporate Finance, Financial Analysis, Financial Reporting, Financial Services, Investments, Mutual Funds, Sarbanes-Oxley Act, Strategic Financial..., Tax, Troubleshooting
Education
Salem State College
Fidelity Investments February 2004 - Present
Brown Brothers Harriman 1998 - 2004
Skills
Accounting, Bloomberg, Corporate Finance, Financial Analysis, Financial Reporting, Financial Services, Investments, Mutual Funds, Sarbanes-Oxley Act, Strategic Financial..., Tax, Troubleshooting
Education
Salem State College
Joe Holleran's Fidelity Investments Experience June 2013 - Present
Job Technology Audit Director, Corporate Audit at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments May 2009 - June 2013
Merrill Lynch April 2005 - May 2009
Pershing, a BNY Mellon company January 2000 - March 2005
Ernst & Young June 1995 - December 1999
Skills
Risk Management, Internal Audit, Sarbanes-Oxley Act, IT Audit, Auditing, Operational Risk...
Education
St. Peter's College 1996 — 1999
Master of Science (MS), Accounting
St. Peter's College 1996 — 1999
Master of Business Administration (MBA), Management Information Systems
St. Peter's College 1992 — 1996
Bachelor of Science (BS), Accounting
Fidelity Investments June 2013 - Present
Fidelity Investments May 2009 - June 2013
Merrill Lynch April 2005 - May 2009
Pershing, a BNY Mellon company January 2000 - March 2005
Ernst & Young June 1995 - December 1999
Skills
Risk Management, Internal Audit, Sarbanes-Oxley Act, IT Audit, Auditing, Operational Risk...
Education
St. Peter's College 1996 — 1999
Master of Science (MS), Accounting
St. Peter's College 1996 — 1999
Master of Business Administration (MBA), Management Information Systems
St. Peter's College 1992 — 1996
Bachelor of Science (BS), Accounting
Nicholas Stanton's Fidelity Investments Experience July 2008 - October 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
Fidelity Investments July 2008 - October 2012
Education
Saint Michael's College 2004 — 2008
TD Ameritrade October 2012 - Present
Fidelity Investments July 2008 - October 2012
Education
Saint Michael's College 2004 — 2008
Mary Lou Conneely's Fidelity Investments Experience August 2010 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Fidelity Investments September 2001 - July 2010
Fidelity Investments July 2000 - August 2001
Fidelity Investments March 1995 - June 2000
Education
Saint Michael's College
Bachelor's Degree, English Language and Literature, General
Fidelity Investments August 2010 - Present
Fidelity Investments September 2001 - July 2010
Fidelity Investments July 2000 - August 2001
Fidelity Investments March 1995 - June 2000
Education
Saint Michael's College
Bachelor's Degree, English Language and Literature, General
Kenneth O'Toole's Fidelity Investments Experience July 2007 - May 2011
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab April 2011 - June 2014
Fidelity Investments July 2007 - May 2011
Fidelity Investments November 2006 - July 2007
Education
Saint Michael's College 1996 — 2000
Bachelor of Business Administration (B.B.A.)
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab April 2011 - June 2014
Fidelity Investments July 2007 - May 2011
Fidelity Investments November 2006 - July 2007
Education
Saint Michael's College 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank