Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Sumanth Vijayakumar Sumanth Vijayakumar's Fidelity Investments Experience August 2010 - July 2013
Job Software Engineer at World Travel Holdings
Industry Computer Software
Experience
World Travel Holdings August 2015 - Present
8x8, Inc. December 2014 - May 2015
Juniper Networks June 2014 - August 2014
Hightail October 2013 - February 2014
Fidelity Investments August 2010 - July 2013
Skills
Unix, Java, Apache, Java Enterprise Edition, Spring, Servlets, Tomcat, Agile Methodologies, HTML, Core Java, HTML 5, JavaScript, XML, Shell Scripting, Groovy, hyperic, CSS, CSS3, Linux, Hadoop, Amazon Web Services..., Android, Bootstrap, Node.js, Git, Tortoise SVN, ClearCase
Education
San Jose State University 2013 — 2015
Master's degree, Software Engineering, 3.66 GPA
Bangalore Institute of Technology 2006 — 2010
Bachelor's degree, Computer Science
World Travel Holdings August 2015 - Present
8x8, Inc. December 2014 - May 2015
Juniper Networks June 2014 - August 2014
Hightail October 2013 - February 2014
Fidelity Investments August 2010 - July 2013
Skills
Unix, Java, Apache, Java Enterprise Edition, Spring, Servlets, Tomcat, Agile Methodologies, HTML, Core Java, HTML 5, JavaScript, XML, Shell Scripting, Groovy, hyperic, CSS, CSS3, Linux, Hadoop, Amazon Web Services..., Android, Bootstrap, Node.js, Git, Tortoise SVN, ClearCase
Education
San Jose State University 2013 — 2015
Master's degree, Software Engineering, 3.66 GPA
Bangalore Institute of Technology 2006 — 2010
Bachelor's degree, Computer Science
Greg Croak Greg Croak's Fidelity Investments Experience May 2007 - September 2007
Job Director of Graduate Affairs at Noble and Greenough School
Industry Primary/Secondary Education
Experience
Noble and Greenough School May 2014 - Present
Project Blue Book June 2006 - Present
Noble and Greenough School June 2011 - May 2014
Noble and Greenough School August 2010 - June 2011
Greater Boston Youth Symphony Orchestra May 2009 - September 2009
Santa Clara University January 2007 - June 2009
Fidelity Investments May 2007 - September 2007
Skills
Marketing Communications, Writing, Social Networking, Customer Service, Sales, Marketing, Teaching, Social Media, Public Speaking, Music, Fundraising, Alumni Relations, Facebook, Editing, Event Planning, Bass Guitar, Class Reunions, Admissions, Nonprofits, Research, Higher Education, Volunteer Management, Social Media Marketing, Coaching
Education
Santa Clara University 2006 — 2010
Bachelor of Arts; Diploma, English; Gender Studies
Centro Nacional de Escuelas de Arte Havana 2008 — 2008
Certificado, Music, Culture, Spanish
Noble and Greenough School 2000 — 2006
High School Diploma
Medfield
Noble and Greenough School May 2014 - Present
Project Blue Book June 2006 - Present
Noble and Greenough School June 2011 - May 2014
Noble and Greenough School August 2010 - June 2011
Greater Boston Youth Symphony Orchestra May 2009 - September 2009
Santa Clara University January 2007 - June 2009
Fidelity Investments May 2007 - September 2007
Skills
Marketing Communications, Writing, Social Networking, Customer Service, Sales, Marketing, Teaching, Social Media, Public Speaking, Music, Fundraising, Alumni Relations, Facebook, Editing, Event Planning, Bass Guitar, Class Reunions, Admissions, Nonprofits, Research, Higher Education, Volunteer Management, Social Media Marketing, Coaching
Education
Santa Clara University 2006 — 2010
Bachelor of Arts; Diploma, English; Gender Studies
Centro Nacional de Escuelas de Arte Havana 2008 — 2008
Certificado, Music, Culture, Spanish
Noble and Greenough School 2000 — 2006
High School Diploma
Medfield
Pete Hillman Pete Hillman's Fidelity Investments Experience January 2015 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
New York Life Insurance Company January 2012 - December 2014
The Hartford December 2010 - February 2012
New York Life Insurance Company February 2010 - December 2010
ADP February 2008 - February 2010
Automatic Data Processing May 2002 - February 2008
ProBusiness 1996 - 2002
LSI Logic June 1989 - May 1992
Skills
Sales Process, Retirement, Retirement Services, Consultative Selling, SaaS, Salesforce.com, Benefits Administration, Employee Benefits, Customer Relations, Mutual Funds, New Business Development, Negotiation, 401k, Contract Negotiation, Series 6, Human Capital Management, Direct Sales, Outsourcing, Selling, Sales Operations, Personnel Management, Retirement Planning, CRM, Defined Benefit, Customer Service, Management, Business Planning, Pensions
Education
San Jose State University 1990 — 1991
MBA
Santa Clara University 1985 — 1989
Bachelor of Science, Finance
Fidelity Investments January 2015 - Present
New York Life Insurance Company January 2012 - December 2014
The Hartford December 2010 - February 2012
New York Life Insurance Company February 2010 - December 2010
ADP February 2008 - February 2010
Automatic Data Processing May 2002 - February 2008
ProBusiness 1996 - 2002
LSI Logic June 1989 - May 1992
Skills
Sales Process, Retirement, Retirement Services, Consultative Selling, SaaS, Salesforce.com, Benefits Administration, Employee Benefits, Customer Relations, Mutual Funds, New Business Development, Negotiation, 401k, Contract Negotiation, Series 6, Human Capital Management, Direct Sales, Outsourcing, Selling, Sales Operations, Personnel Management, Retirement Planning, CRM, Defined Benefit, Customer Service, Management, Business Planning, Pensions
Education
San Jose State University 1990 — 1991
MBA
Santa Clara University 1985 — 1989
Bachelor of Science, Finance
Cameron Neilley Cameron Neilley's Fidelity Investments Experience January 2015 - Present
Job Translator and editor at First Federal Congress Project
Industry Research
Experience
Fidelity Investments January 2015 - Present
First Federal Congress Project May 2013 - September 2013
Fossil June 2012 - January 2013
The Public Health Museum June 2012 - August 2012
Skills
French, Organization, Archival Research, Microsoft Office, OS X, PC, Basic Programming, Radio, Written Communication, Oral Communication, Writing, Social Networking
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), History and Political Science, 3.81
Institut d'Etudes politiques de Paris / Sciences Po Paris 2013 — 2013
Fidelity Investments January 2015 - Present
First Federal Congress Project May 2013 - September 2013
Fossil June 2012 - January 2013
The Public Health Museum June 2012 - August 2012
Skills
French, Organization, Archival Research, Microsoft Office, OS X, PC, Basic Programming, Radio, Written Communication, Oral Communication, Writing, Social Networking
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), History and Political Science, 3.81
Institut d'Etudes politiques de Paris / Sciences Po Paris 2013 — 2013
Marceil Shepherd Marceil Shepherd's Fidelity Investments Experience September 2015 - Present
Job VP, Executive Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments November 2011 - Present
Presbyterian Healthcare Services April 2011 - November 2011
MetLife May 1996 - April 2011
Skills
Insurance, Mutual Funds, Retirement Planning, Healthcare, 401k, Benefits Administration, Coaching, Medicare, Retirement, Health Insurance, Leadership, Strategic Planning, Employee Relations, Risk Management, Fixed Annuities, Strategic Financial..., Investments, Financial Planners, IRAs, Series 6, Data Analysis, Team Building, Asset Allocation, Long-term Care, Relationship Management, HIPAA, Public Speaking, Healthcare Information..., Defined Benefit, Employee Benefits, Wealth Management, Performance Management, Project Planning, SDLC, Software Documentation, Financial Services, Business Analysis, Series 63, Analysis, Training, Defined Contribution, Series 7, Human Resources, Management, Life Insurance, Visio
Education
The College of Santa Fe
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fidelity Investments September 2015 - Present
Fidelity Investments November 2011 - Present
Presbyterian Healthcare Services April 2011 - November 2011
MetLife May 1996 - April 2011
Skills
Insurance, Mutual Funds, Retirement Planning, Healthcare, 401k, Benefits Administration, Coaching, Medicare, Retirement, Health Insurance, Leadership, Strategic Planning, Employee Relations, Risk Management, Fixed Annuities, Strategic Financial..., Investments, Financial Planners, IRAs, Series 6, Data Analysis, Team Building, Asset Allocation, Long-term Care, Relationship Management, HIPAA, Public Speaking, Healthcare Information..., Defined Benefit, Employee Benefits, Wealth Management, Performance Management, Project Planning, SDLC, Software Documentation, Financial Services, Business Analysis, Series 63, Analysis, Training, Defined Contribution, Series 7, Human Resources, Management, Life Insurance, Visio
Education
The College of Santa Fe
Bachelor of Business Administration (BBA), Business Administration and Management, General
Erick Brown Erick Brown's Fidelity Investments Experience March 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - February 2015
JP Morgan Chase Bank, N.A. June 2013 - May 2014
Wells Fargo Bank December 2011 - June 2013
Mayacama Golf Club April 2005 - October 2012
Education
San Francisco State University 2006 — 2008
Bachelor of Arts, Economics
Santa Rosa Junior College 2005 — 2006
Associates Degree (AA), Accounting and Finance
Rancho Cotate High School
High School Diploma
Fidelity Investments March 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - February 2015
JP Morgan Chase Bank, N.A. June 2013 - May 2014
Wells Fargo Bank December 2011 - June 2013
Mayacama Golf Club April 2005 - October 2012
Education
San Francisco State University 2006 — 2008
Bachelor of Arts, Economics
Santa Rosa Junior College 2005 — 2006
Associates Degree (AA), Accounting and Finance
Rancho Cotate High School
High School Diploma
Veronica R's Fidelity Investments Experience 2007 - 2008
Job Operations at Nitron
Industry Financial Services
Experience
Nitron December 2013 - Present
Morgan Stanley August 2012 - December 2013
Broadridge June 2011 - September 2011
Bank of America November 2009 - May 2011
Goldman Sachs June 2009 - August 2009
Fidelity Investments 2007 - 2008
Skills
Customer Experience, Client Service Oriented, Spanish-speaking, Compliance, Team-oriented, Analytical Skills, Accounting, Auditing, Banking, Client Services, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Internal Audit, Investments, Mutual Funds, Sales, Securities, Series 7, Time Management, Training
Education
Seton Hall University 2006 — 2011
Business Administration, Finance
James J Ferris High School
Nitron December 2013 - Present
Morgan Stanley August 2012 - December 2013
Broadridge June 2011 - September 2011
Bank of America November 2009 - May 2011
Goldman Sachs June 2009 - August 2009
Fidelity Investments 2007 - 2008
Skills
Customer Experience, Client Service Oriented, Spanish-speaking, Compliance, Team-oriented, Analytical Skills, Accounting, Auditing, Banking, Client Services, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Internal Audit, Investments, Mutual Funds, Sales, Securities, Series 7, Time Management, Training
Education
Seton Hall University 2006 — 2011
Business Administration, Finance
James J Ferris High School
Fabien Berdah Fabien Berdah's Fidelity Investments Experience April 2010 - July 2010
Job Account Manager
Industry Information Technology and Services
Experience
Morningstar August 2013 - October 2014
Ontario Teachers' Pension Plan March 2012 - February 2013
RBC Investor & Treasury Services June 2011 - March 2012
Fidelity Investments April 2010 - July 2010
J.COM Mobile (Currently SFR) June 2005 - January 2006
CAISSE D'EPARGNE December 2001 - June 2003
Cetelem December 2000 - August 2001
Skills
Financial Services, Time Management, Training, Customer Service, Banking, Investments, Microsoft Excel, Sales, Microsoft Office, Team Leadership, Call Center, Cash Management, Marketing, Mutual Funds, Leadership, Microsoft Word, Mac OS X, Problem Solving, Call Centers, Teamwork, Market Research, Accounting, Windows, Customer Requirements, Management, Bilingual Communications, French, Financial Systems, Translation, Team Building
Education
Sciences Po 2010 — 2011
Exchange Program, Finance, Economics
Canadian Securities Institute 2010 — 2011
Canadian Securities Course, Finance, Economics
York University 2007 — 2011
International Bachelor of Arts, Business, Economics
Morningstar August 2013 - October 2014
Ontario Teachers' Pension Plan March 2012 - February 2013
RBC Investor & Treasury Services June 2011 - March 2012
Fidelity Investments April 2010 - July 2010
J.COM Mobile (Currently SFR) June 2005 - January 2006
CAISSE D'EPARGNE December 2001 - June 2003
Cetelem December 2000 - August 2001
Skills
Financial Services, Time Management, Training, Customer Service, Banking, Investments, Microsoft Excel, Sales, Microsoft Office, Team Leadership, Call Center, Cash Management, Marketing, Mutual Funds, Leadership, Microsoft Word, Mac OS X, Problem Solving, Call Centers, Teamwork, Market Research, Accounting, Windows, Customer Requirements, Management, Bilingual Communications, French, Financial Systems, Translation, Team Building
Education
Sciences Po 2010 — 2011
Exchange Program, Finance, Economics
Canadian Securities Institute 2010 — 2011
Canadian Securities Course, Finance, Economics
York University 2007 — 2011
International Bachelor of Arts, Business, Economics
Yue Ding Yue Ding's Fidelity Investments Experience June 2011 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2011 - Present
R L Polk November 2010 - June 2011
Canon IT Solutions Inc. July 2007 - June 2008
Skills
Java, J2EE Application..., Spring, JavaScript, Linux, Unix, Web Development, Software Development, Software Project..., Flex, jQuery, Struts, Hibernate, Dojo, HTML 5, RESTful WebServices, SQL, Python, COBOL
Education
Stevens Institute of Technology 2008 — 2010
Master of Science (MS), Computer Science, 3.76
Shanghai University 2003 — 2007
Bachelor of Science (BS), Computer Science and Technology, 3.10
Fidelity Investments June 2011 - Present
R L Polk November 2010 - June 2011
Canon IT Solutions Inc. July 2007 - June 2008
Skills
Java, J2EE Application..., Spring, JavaScript, Linux, Unix, Web Development, Software Development, Software Project..., Flex, jQuery, Struts, Hibernate, Dojo, HTML 5, RESTful WebServices, SQL, Python, COBOL
Education
Stevens Institute of Technology 2008 — 2010
Master of Science (MS), Computer Science, 3.76
Shanghai University 2003 — 2007
Bachelor of Science (BS), Computer Science and Technology, 3.10
Daniel Uchman Daniel Uchman's Fidelity Investments Experience November 2011 - January 2013
Job Operations Support Analyst at LCBO
Industry Financial Services
Experience
Liquor Control Board of Ontario January 2013 - Present
Fidelity Investments November 2011 - January 2013
Fidelity Investments July 2005 - November 2011
Fidelity Investments December 2000 - July 2005
Skills
Control-M, Process Improvement, Access, Ksh, Problem Solving, Customer Service, Unix, Scheduling, Business Requirements, Business Process, Project Planning, Visio, Disaster Recovery, Quality Assurance, Testing, Windows, Software Documentation, Process Scheduler
Education
Seneca College of Applied Arts and Technology 2000 — 2001
Diploma, Computer Networking and Technical Support program
Liquor Control Board of Ontario January 2013 - Present
Fidelity Investments November 2011 - January 2013
Fidelity Investments July 2005 - November 2011
Fidelity Investments December 2000 - July 2005
Skills
Control-M, Process Improvement, Access, Ksh, Problem Solving, Customer Service, Unix, Scheduling, Business Requirements, Business Process, Project Planning, Visio, Disaster Recovery, Quality Assurance, Testing, Windows, Software Documentation, Process Scheduler
Education
Seneca College of Applied Arts and Technology 2000 — 2001
Diploma, Computer Networking and Technical Support program
Valeria Lopez Valeria Lopez's Fidelity Investments Experience January 2015 - Present
Job Associate Investment Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2014 - January 2015
Fidelity Investments March 2012 - February 2014
Seattle University June 2010 - July 2010
Skills
Customer Service, Spanish, Microsoft Excel, Microsoft Office, Team Leadership, Commercial Banking, Financial Analysis, Banking, Investments, Strategic Financial..., Analysis, Data Entry, Leadership, Mutual Funds, Finance, Financial Services
Education
Seattle University 2007 — 2009
Bachelor of Arts in Business Administration Degree, Finance Major
South Seattle Community College 2006 — 2007
Associates of Business, Business
Fidelity Investments January 2015 - Present
Fidelity Investments March 2014 - January 2015
Fidelity Investments March 2012 - February 2014
Seattle University June 2010 - July 2010
Skills
Customer Service, Spanish, Microsoft Excel, Microsoft Office, Team Leadership, Commercial Banking, Financial Analysis, Banking, Investments, Strategic Financial..., Analysis, Data Entry, Leadership, Mutual Funds, Finance, Financial Services
Education
Seattle University 2007 — 2009
Bachelor of Arts in Business Administration Degree, Finance Major
South Seattle Community College 2006 — 2007
Associates of Business, Business
Jennie Davis's Fidelity Investments Experience October 2007 - June 2011
Job Multilingual Business Professional learning how to advance International Development | Running and Yoga Enthusiast
Industry International Trade and Development
Experience
American Cancer Society April 2014 - May 2015
Peace Corps June 2011 - September 2013
Fidelity Investments October 2007 - June 2011
Unison Industries August 2006 - July 2007
Skills
Organizational..., Team Leadership, Time Management, Motivated self-starter, Negotiation, Written & Oral..., Strategic Thinking, Stress Management, Event Planning, Marketing, Training, International..., Research, Grants, Leadership, Public Speaking, Social Media, Community Outreach
Education
Sanford School of Public Policy at Duke University 2015 — 2017
Master of International Development Policy
University of North Florida - College of Business Administration 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business and Marketing
American Cancer Society April 2014 - May 2015
Peace Corps June 2011 - September 2013
Fidelity Investments October 2007 - June 2011
Unison Industries August 2006 - July 2007
Skills
Organizational..., Team Leadership, Time Management, Motivated self-starter, Negotiation, Written & Oral..., Strategic Thinking, Stress Management, Event Planning, Marketing, Training, International..., Research, Grants, Leadership, Public Speaking, Social Media, Community Outreach
Education
Sanford School of Public Policy at Duke University 2015 — 2017
Master of International Development Policy
University of North Florida - College of Business Administration 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business and Marketing
Dudley Campbell, CTDP Dudley Campbell, CTDP's Fidelity Investments Experience 2006 - 2008
Job Corporate Trainer at Sunnybrook Health Sciences Centre
Industry Financial Services
Experience
Sunnybrook Health Sciences Centre 2011 - Present
Rogers Communications 2008 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Skills
Employee Engagement
Education
Schulich School of Business York University Executive Education Centre
SEEC/CODI Masters Certificate in Adult Training and Development
Seneca College of Applied Arts and Technology 2000 — 2003
General Business Diploma
Canadian Society for Training and Development
University of Toronto
Sunnybrook Health Sciences Centre 2011 - Present
Rogers Communications 2008 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Skills
Employee Engagement
Education
Schulich School of Business York University Executive Education Centre
SEEC/CODI Masters Certificate in Adult Training and Development
Seneca College of Applied Arts and Technology 2000 — 2003
General Business Diploma
Canadian Society for Training and Development
University of Toronto
Daniel Umpleby Daniel Umpleby's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Recreational Facilities and Services
Experience
Fidelity Investments June 2015 - Present
Billy Casper Golf December 2010 - Present
Jacksonville Armada FC December 2014 - May 2015
Jacksonville Jaguars March 2014 - December 2014
Jacksonville Suns April 2011 - August 2011
Jacksonville Knights October 2010 - April 2011
BPC Financial April 2010 - August 2010
Meadowbrook Golf Club December 2006 - August 2009
Skills
Customer Service, Sports Marketing, Sports Management, Microsoft Office, Social Media, Social Media Marketing, Marketing, Golf, Event Planning
Education
University of North Florida 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major in Business Management, Minor in Sport Management
Santa Fe College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Fidelity Investments June 2015 - Present
Billy Casper Golf December 2010 - Present
Jacksonville Armada FC December 2014 - May 2015
Jacksonville Jaguars March 2014 - December 2014
Jacksonville Suns April 2011 - August 2011
Jacksonville Knights October 2010 - April 2011
BPC Financial April 2010 - August 2010
Meadowbrook Golf Club December 2006 - August 2009
Skills
Customer Service, Sports Marketing, Sports Management, Microsoft Office, Social Media, Social Media Marketing, Marketing, Golf, Event Planning
Education
University of North Florida 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major in Business Management, Minor in Sport Management
Santa Fe College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Maureen McKay Maureen McKay's Fidelity Investments Experience March 2008 - November 2008
Job Client Relationship Executive, Group Retirement Services, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial April 2010 - June 2014
Fidelity Investments March 2008 - November 2008
Fidelity Investments Canada ULC July 2006 - March 2008
Fidelity Investments November 2002 - June 2006
BMO Harris Private Banking 1998 - 2002
BMO Nesbitt Burns 1997 - 1998
BMO Nesbitt Burns 1994 - 1997
Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments
Education
Seneca College of Applied Arts and Technology 1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications
Western University 1984 — 1988
B.A., Philosphy
Sun Life Financial June 2014 - Present
Sun Life Financial April 2010 - June 2014
Fidelity Investments March 2008 - November 2008
Fidelity Investments Canada ULC July 2006 - March 2008
Fidelity Investments November 2002 - June 2006
BMO Harris Private Banking 1998 - 2002
BMO Nesbitt Burns 1997 - 1998
BMO Nesbitt Burns 1994 - 1997
Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments
Education
Seneca College of Applied Arts and Technology 1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications
Western University 1984 — 1988
B.A., Philosphy
Raj Shekar Reddy's Fidelity Investments Experience March 2008 - November 2009
Job Oracle Financials Functional Consultant at De Lage Landen
Industry Information Technology and Services
Experience
De Lage Landen January 2013 - Present
Deloitte Consulting (Client-Amway) March 2011 - January 2013
Astir IT (Client-Bare Escentuals, Jostens) January 2010 - February 2011
Fidelity Investments March 2008 - November 2009
AECOM April 2007 - January 2008
Lucent May 2006 - April 2007
Skills
GL, Fixed Assets, ADI, Order to Cash, Procure-to-Pay, Order Management, PL/SQL, Oracle SQL, Toad, Requirements Analysis, SLA, AR, AP, CE, AME, Accounts Payable, Sla, Accounts Receivable, Oracle, BI Publisher, Oracle E-Business Suite, OBIEE, Integration, Gap Analysis, Oracle HR, Oracle Financial, Oracle Discoverer, Oracle Reports, Financials, XML Publisher, Windows CE, Oracle Financials
Education
Schiller International University
MBA, MIS
Sullivan University
Master of Science (MS), Management Information Systems, General
De Lage Landen January 2013 - Present
Deloitte Consulting (Client-Amway) March 2011 - January 2013
Astir IT (Client-Bare Escentuals, Jostens) January 2010 - February 2011
Fidelity Investments March 2008 - November 2009
AECOM April 2007 - January 2008
Lucent May 2006 - April 2007
Skills
GL, Fixed Assets, ADI, Order to Cash, Procure-to-Pay, Order Management, PL/SQL, Oracle SQL, Toad, Requirements Analysis, SLA, AR, AP, CE, AME, Accounts Payable, Sla, Accounts Receivable, Oracle, BI Publisher, Oracle E-Business Suite, OBIEE, Integration, Gap Analysis, Oracle HR, Oracle Financial, Oracle Discoverer, Oracle Reports, Financials, XML Publisher, Windows CE, Oracle Financials
Education
Schiller International University
MBA, MIS
Sullivan University
Master of Science (MS), Management Information Systems, General
Gail Nagy Gail Nagy's Fidelity Investments Experience 2003 - 2005
Job Human Resources Canada at Standard & Poor's
Industry Information Technology and Services
Experience
Standard & Poor's September 2012 - Present
Davis + Henderson November 2007 - January 2012
Morneau Shepell 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments February 2000 - September 2003
SAP Canada Limited 1998 - 2000
Thomson, Rogers, Barristers & Solicitors 1981 - 1998
Skills
Coaching, HR Strategy, Leadership Development, Succession Planning, Compensation, Talent Management, Employee Engagement, Onboarding, Performance Management, Employee Relations, Organizational..., Change Management, Acquisition Integration, Turnaround Situations
Education
York University - Schulich School of Business 2010 — 2011
Masters Certificate in Business Leadership for HR Professionals, Business/Human Resources
Seneca College of Applied Arts and Technology
Human Resources Certificate - High Honours
Standard & Poor's September 2012 - Present
Davis + Henderson November 2007 - January 2012
Morneau Shepell 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments February 2000 - September 2003
SAP Canada Limited 1998 - 2000
Thomson, Rogers, Barristers & Solicitors 1981 - 1998
Skills
Coaching, HR Strategy, Leadership Development, Succession Planning, Compensation, Talent Management, Employee Engagement, Onboarding, Performance Management, Employee Relations, Organizational..., Change Management, Acquisition Integration, Turnaround Situations
Education
York University - Schulich School of Business 2010 — 2011
Masters Certificate in Business Leadership for HR Professionals, Business/Human Resources
Seneca College of Applied Arts and Technology
Human Resources Certificate - High Honours
Nick Addeo Nick Addeo's Fidelity Investments Experience 1996 - 1996
Job Corporate Account Director at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson March 2012 - Present
Johnson & Johnson October 2008 - March 2012
Johnson & Johnson June 2006 - October 2008
Johnson & Johnson February 2002 - June 2006
Johnson & Johnson January 2001 - February 2002
Quest Diagnostics June 1998 - January 2001
Waterford Wedgwood January 1997 - June 1998
Fidelity Investments 1996 - 1996
Education
Seton Hall University 1998 — 2000
MBA, Marketing
Towson University 1993 — 1997
BS, Business Administration/Management
Johnson & Johnson March 2012 - Present
Johnson & Johnson October 2008 - March 2012
Johnson & Johnson June 2006 - October 2008
Johnson & Johnson February 2002 - June 2006
Johnson & Johnson January 2001 - February 2002
Quest Diagnostics June 1998 - January 2001
Waterford Wedgwood January 1997 - June 1998
Fidelity Investments 1996 - 1996
Education
Seton Hall University 1998 — 2000
MBA, Marketing
Towson University 1993 — 1997
BS, Business Administration/Management
Tricia Halstead-Banfield Tricia Halstead-Banfield's Fidelity Investments Experience September 1998 - November 2001
Job Learnng & Development
Industry Human Resources
Experience
Legal Aid Ontario July 2013 - Present
Manpower December 2003 - July 2012
CIBC Mellon April 2002 - December 2003
Fidelity Investments September 1998 - November 2001
Skills
Organizational..., Leadership Development, Employee Engagement, Workshop Facilitation, Onboarding, Performance Management, Talent Management, Change Management, Project Management, Needs Analysis, Corporate Communications, Employer Branding, Marketing, Strategy, Leadership, Management, Training, Internal Communications
Education
Western University 1994 — 1998
BA, Adminstrative and Commercial Studies
Seneca College of Applied Arts and Technology 2001 — 2002
Certificate, Adult Education and Staff Training
Legal Aid Ontario July 2013 - Present
Manpower December 2003 - July 2012
CIBC Mellon April 2002 - December 2003
Fidelity Investments September 1998 - November 2001
Skills
Organizational..., Leadership Development, Employee Engagement, Workshop Facilitation, Onboarding, Performance Management, Talent Management, Change Management, Project Management, Needs Analysis, Corporate Communications, Employer Branding, Marketing, Strategy, Leadership, Management, Training, Internal Communications
Education
Western University 1994 — 1998
BA, Adminstrative and Commercial Studies
Seneca College of Applied Arts and Technology 2001 — 2002
Certificate, Adult Education and Staff Training
Ludmila Zaporochenko Ludmila Zaporochenko's Fidelity Investments Experience November 2010 - April 2012
Job Office Manager at NH Health Care Association
Industry Financial Services
Experience
NH Health Care Association April 2014 - Present
Uneol LLC April 2012 - April 2014
Fidelity Investments November 2010 - April 2012
cardea center for well-being November 2009 - November 2010
U-Haul International, Inc. October 2003 - September 2009
Skills
Accounts Payable, Data Entry, Appointment Scheduling, Medical Terminology, Insurance, Medical Billing, Administrative..., Medical Coding, Microsoft Office, Customer Service, Management, Oracle, Postage Meter, Ten Key, Icd - 9, Insurance Verification, Customer Interaction..., Decision Management, Bookkeeping, Event Management, Public Speaking
Education
The Institute of Finance & Management 2011 — 2011
Accredited Payables Specialist, Accounts Payable
Seacoast Career School-Manchester Campus 2008 — 2010
Medical Billing & Coding Certificate, Medical Billing & Coding
Yaroslav Halan College 1995 — 1999
Bachelor of Arts (BA), Elementary Education and Teaching
NH Health Care Association April 2014 - Present
Uneol LLC April 2012 - April 2014
Fidelity Investments November 2010 - April 2012
cardea center for well-being November 2009 - November 2010
U-Haul International, Inc. October 2003 - September 2009
Skills
Accounts Payable, Data Entry, Appointment Scheduling, Medical Terminology, Insurance, Medical Billing, Administrative..., Medical Coding, Microsoft Office, Customer Service, Management, Oracle, Postage Meter, Ten Key, Icd - 9, Insurance Verification, Customer Interaction..., Decision Management, Bookkeeping, Event Management, Public Speaking
Education
The Institute of Finance & Management 2011 — 2011
Accredited Payables Specialist, Accounts Payable
Seacoast Career School-Manchester Campus 2008 — 2010
Medical Billing & Coding Certificate, Medical Billing & Coding
Yaroslav Halan College 1995 — 1999
Bachelor of Arts (BA), Elementary Education and Teaching
Jessie Migneault's Fidelity Investments Experience September 2014 - Present
Job Yoga Instructor
Industry Health, Wellness and Fitness
Experience
Fidelity Investments September 2014 - Present
lululemon athletica August 2013 - September 2014
Stratusphere October 2009 - August 2013
Skills
Yoga, Hatha Yoga, Fitness, Meditation, Wellness, Healing, Relaxation, Holistic Health, Wellness Coaching, Lifestyle, Personal Training, Strength Training, Fitness Training, Nutrition, Pilates
Education
HeartRise Yoga for Children
Colors in Me: Creative Tools for Sharing Yoga with Children – Teacher Training Certificate
Yoga for Youth
Yoga for Youth Teacher Training Certificate
Downward Dog Yoga Centre 2009 — 2010
200 Hour Teacher Training Certificate
Yoga Sanctuary
Pre/Post Natal Yoga Teacher Training Certificate, Kids Yoga Teacher Training Certificate
Seneca College of Applied Arts and Technology 2006 — 2008
Journalism Broadcast Diploma with Honours
York University 2003 — 2008
Bachelor of Arts (B.A.) with Honours, Communication Studies & French Studies
Fidelity Investments September 2014 - Present
lululemon athletica August 2013 - September 2014
Stratusphere October 2009 - August 2013
Skills
Yoga, Hatha Yoga, Fitness, Meditation, Wellness, Healing, Relaxation, Holistic Health, Wellness Coaching, Lifestyle, Personal Training, Strength Training, Fitness Training, Nutrition, Pilates
Education
HeartRise Yoga for Children
Colors in Me: Creative Tools for Sharing Yoga with Children – Teacher Training Certificate
Yoga for Youth
Yoga for Youth Teacher Training Certificate
Downward Dog Yoga Centre 2009 — 2010
200 Hour Teacher Training Certificate
Yoga Sanctuary
Pre/Post Natal Yoga Teacher Training Certificate, Kids Yoga Teacher Training Certificate
Seneca College of Applied Arts and Technology 2006 — 2008
Journalism Broadcast Diploma with Honours
York University 2003 — 2008
Bachelor of Arts (B.A.) with Honours, Communication Studies & French Studies
Stefan Schwarz's Fidelity Investments Experience June 2012 - August 2012
Job Client Service Associate. Series 7, 66
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2013 - Present
Fidelity Investments June 2012 - August 2012
U.S. Department of State Consulate General Calgary June 2011 - August 2011
Skills
French, Finance, Economics, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Econometrics, Research, Public Speaking, Financial Analysis, Fixed Income, Data Analysis, Financial Modeling, Analysis, Microsoft Office
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics, International Relations
Sciences Po Paris 2011 — 2012
Undergraduate Exchange Programme, Economics, International Relations
The Wheatley School 2005 — 2009
High School
Morgan Stanley Wealth Management 2013 - Present
Fidelity Investments June 2012 - August 2012
U.S. Department of State Consulate General Calgary June 2011 - August 2011
Skills
French, Finance, Economics, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Econometrics, Research, Public Speaking, Financial Analysis, Fixed Income, Data Analysis, Financial Modeling, Analysis, Microsoft Office
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics, International Relations
Sciences Po Paris 2011 — 2012
Undergraduate Exchange Programme, Economics, International Relations
The Wheatley School 2005 — 2009
High School
Mona Zabet Mona Zabet's Fidelity Investments Experience August 2015 - Present
Job Legal Assistant at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments August 2015 - Present
Milborne Real Estate Inc. September 2014 - Present
Wildeboer Dellelce LLP August 2012 - September 2013
William Trudell Professional Corporation May 2012 - September 2012
Walman, Catre, Wise & Stone December 2008 - December 2009
Wise & Associates May 2008 - May 2009
Skills
Creative Problem Solving, Administration, Critical Thinking, Time Management, Strategic Thinking, Decision Making, Teamwork, International Relations, Politics, International..., Human Rights, Legal Research, Social Media, Corporate Law
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Paralegal, Paralegal
University of Toronto 2007 — 2012
Bachelors, Political Science
Fidelity Investments August 2015 - Present
Milborne Real Estate Inc. September 2014 - Present
Wildeboer Dellelce LLP August 2012 - September 2013
William Trudell Professional Corporation May 2012 - September 2012
Walman, Catre, Wise & Stone December 2008 - December 2009
Wise & Associates May 2008 - May 2009
Skills
Creative Problem Solving, Administration, Critical Thinking, Time Management, Strategic Thinking, Decision Making, Teamwork, International Relations, Politics, International..., Human Rights, Legal Research, Social Media, Corporate Law
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Paralegal, Paralegal
University of Toronto 2007 — 2012
Bachelors, Political Science
Joni-Rae Gawat Joni-Rae Gawat's Fidelity Investments Experience October 2006 - May 2007
Job Graphic Designer
Industry Graphic Design
Experience
Leisure Design May 2007 - September 2014
Fidelity Investments October 2006 - May 2007
Foot Locker May 2000 - October 2006
McDonald's Corporation August 1996 - January 2000
Skills
Graphic Design, Graphic Arts, Adobe Creative Suite, InDesign, Photoshop, Digital Photography, Photos, Commercial Photography, Catalog Layout, Magazine Layout Design, Adobe Acrobat, Microsoft Excel, Microsoft Word, Marketing Communications, Children, Customer Service, Customer Satisfaction, Creative Direction, Web Design, Teamwork, Graphics, Art, Brochures
Education
Seneca College of Applied Arts and Technology
AutoCad Fundamentals
Seneca College of Applied Arts and Technology 2003 — 2007
Graphic Design, Graphic Design
University of Toronto at Scarborough
Bachelor of Applied Science (BASc), Neuroscience and Psychology
Mother Teresa C.S.S. 1994 — 1997
GED Diploma
Leisure Design May 2007 - September 2014
Fidelity Investments October 2006 - May 2007
Foot Locker May 2000 - October 2006
McDonald's Corporation August 1996 - January 2000
Skills
Graphic Design, Graphic Arts, Adobe Creative Suite, InDesign, Photoshop, Digital Photography, Photos, Commercial Photography, Catalog Layout, Magazine Layout Design, Adobe Acrobat, Microsoft Excel, Microsoft Word, Marketing Communications, Children, Customer Service, Customer Satisfaction, Creative Direction, Web Design, Teamwork, Graphics, Art, Brochures
Education
Seneca College of Applied Arts and Technology
AutoCad Fundamentals
Seneca College of Applied Arts and Technology 2003 — 2007
Graphic Design, Graphic Design
University of Toronto at Scarborough
Bachelor of Applied Science (BASc), Neuroscience and Psychology
Mother Teresa C.S.S. 1994 — 1997
GED Diploma
Marty Willis Marty Willis's Fidelity Investments Experience 1984 - 2009
Job CMO Oppenheimerfunds
Industry Financial Services
Experience
BPA Worldwide 2013 - Present
OppenheimerFunds 2009 - Present
Sewanee:The University of the South 2009 - 2011
Sewanee:The University of the South 2004 - 2011
Fidelity investments 1984 - 2009
Massachusetts Financial Services 1982 - 1984
Skills
strategic marketing, Marketing, Business Strategy, Product Management, Social Media Marketing, Management, Social Media, Marketing Management, Sales Management, Investments, Segmentation, Market Research, Change Management, Email Marketing, Strategic Planning, Integrated Marketing, Competitive Analysis, Public Relations, Analytics, Strategy, Digital Media, Asset Allocation, Marketing Strategy, Financial Services, Asset Management, Strategic Partnerships, Leadership, Sales, Marketing Communications, Series 7
Education
Sewanee-The University of the South 1978 — 1982
BA, english
Marblehead high school 1974 — 1978
BPA Worldwide 2013 - Present
OppenheimerFunds 2009 - Present
Sewanee:The University of the South 2009 - 2011
Sewanee:The University of the South 2004 - 2011
Fidelity investments 1984 - 2009
Massachusetts Financial Services 1982 - 1984
Skills
strategic marketing, Marketing, Business Strategy, Product Management, Social Media Marketing, Management, Social Media, Marketing Management, Sales Management, Investments, Segmentation, Market Research, Change Management, Email Marketing, Strategic Planning, Integrated Marketing, Competitive Analysis, Public Relations, Analytics, Strategy, Digital Media, Asset Allocation, Marketing Strategy, Financial Services, Asset Management, Strategic Partnerships, Leadership, Sales, Marketing Communications, Series 7
Education
Sewanee-The University of the South 1978 — 1982
BA, english
Marblehead high school 1974 — 1978
Benedict Joanis Benedict Joanis's Fidelity Investments Experience July 2009 - March 2011
Job CEO / Owner of Rose Venture Group LLC
Industry Real Estate
Experience
Rose Venture Group LLC October 2013 - Present
JPMorgan Chase October 2011 - August 2014
Rising Seas Wealth Management, an office of MetLife Financial Group of NY March 2011 - September 2011
Fidelity Investments July 2009 - March 2011
E*TRADE Financial September 2008 - June 2009
Merrill Lynch October 2007 - September 2008
Emblem Health Corporation June 2006 - October 2007
Software House International June 2005 - June 2006
Changing Directions for youth and families 2003 - 2003
Skills
Finance, Wealth Management, Securities, Retirement Planning, Asset Management, Series 7, Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., French, Financial Services, Investments, Risk Management, Microsoft Excel, Insurance, Leadership, Sales
Education
Seton Hall University 2001 — 2005
Bachelor of Arts, Anthropology & Minor in French
West Orange High School 1999 — 2001
HS Degree
St Louis De Gonzague, Port-au-Prince, Haiti 1995 — 1999
High School, High School
Rose Venture Group LLC October 2013 - Present
JPMorgan Chase October 2011 - August 2014
Rising Seas Wealth Management, an office of MetLife Financial Group of NY March 2011 - September 2011
Fidelity Investments July 2009 - March 2011
E*TRADE Financial September 2008 - June 2009
Merrill Lynch October 2007 - September 2008
Emblem Health Corporation June 2006 - October 2007
Software House International June 2005 - June 2006
Changing Directions for youth and families 2003 - 2003
Skills
Finance, Wealth Management, Securities, Retirement Planning, Asset Management, Series 7, Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., French, Financial Services, Investments, Risk Management, Microsoft Excel, Insurance, Leadership, Sales
Education
Seton Hall University 2001 — 2005
Bachelor of Arts, Anthropology & Minor in French
West Orange High School 1999 — 2001
HS Degree
St Louis De Gonzague, Port-au-Prince, Haiti 1995 — 1999
High School, High School
Pei Gu Pei Gu's Fidelity Investments Experience September 2012 - Present
Job Principal Software Development Lead at Fidelity Investments
Industry Utilities
Experience
Fidelity Investments September 2012 - Present
Deutsche Bank January 2011 - September 2012
Microsoft June 2004 - January 2011
IBM June 1997 - January 2002
Skills
Certified Scrum Master..., Scrum, Agile Methodologies, Software Development, Enterprise Architecture, C#, .NET, Unix, Java Enterprise Edition, Software Engineering, Web Services, Cloud Computing, Oracle, Perl, Distributed Systems
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA
University of Maryland College Park 2002 — 2005
M.S., Electrical Engineering
Shanghai Jiao Tong University
B.S., Electrical Engineering
Fidelity Investments September 2012 - Present
Deutsche Bank January 2011 - September 2012
Microsoft June 2004 - January 2011
IBM June 1997 - January 2002
Skills
Certified Scrum Master..., Scrum, Agile Methodologies, Software Development, Enterprise Architecture, C#, .NET, Unix, Java Enterprise Edition, Software Engineering, Web Services, Cloud Computing, Oracle, Perl, Distributed Systems
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA
University of Maryland College Park 2002 — 2005
M.S., Electrical Engineering
Shanghai Jiao Tong University
B.S., Electrical Engineering
Ameerah Khalil-Ullah's Fidelity Investments Experience Payroll SpecialistsFidelity InvestmentsOctober 2006 - Present
Job Payroll Specialists at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Payroll SpecialistsFidelity InvestmentsOctober 2006 - Present
Veritude October 2006 - December 2006
Education
Shaw University 2001 — 2007
Fidelity Investments Payroll SpecialistsFidelity InvestmentsOctober 2006 - Present
Veritude October 2006 - December 2006
Education
Shaw University 2001 — 2007
Narendran Sridharan Narendran Sridharan's Fidelity Investments Experience August 2014 - Present
Job Software Quality Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments April 2013 - Present
TIAA-CREF January 2013 - April 2013
Millennium Software Production Pvt. Ltd December 2010 - February 2011
Skills
C, C++, Visual Studio, Eclipse, Matlab, PHP, HTML, XML, JavaScript, CSS, AJAX, Tableau, Visio, Rational Rose..., Java, SSAS 2008, SSIS, Microsoft SQL Server, ETL, PL/SQL, Servlets, Data Warehousing, Data Mining, Agile Methodologies, Scrum, Python, Spring, MySQL, Software Quality..., Test Automation, .NET
Education
University of North Carolina at Charlotte 2011 — 2012
Master's degree, Computer Science
Shanmugha Arts, Science, Technology and Research Academy 2007 — 2011
Bachelor of Technology (B.Tech.), Information and Communication Technology
D.A.V 2005 — 2007
Fidelity Investments August 2014 - Present
Fidelity Investments April 2013 - Present
TIAA-CREF January 2013 - April 2013
Millennium Software Production Pvt. Ltd December 2010 - February 2011
Skills
C, C++, Visual Studio, Eclipse, Matlab, PHP, HTML, XML, JavaScript, CSS, AJAX, Tableau, Visio, Rational Rose..., Java, SSAS 2008, SSIS, Microsoft SQL Server, ETL, PL/SQL, Servlets, Data Warehousing, Data Mining, Agile Methodologies, Scrum, Python, Spring, MySQL, Software Quality..., Test Automation, .NET
Education
University of North Carolina at Charlotte 2011 — 2012
Master's degree, Computer Science
Shanmugha Arts, Science, Technology and Research Academy 2007 — 2011
Bachelor of Technology (B.Tech.), Information and Communication Technology
D.A.V 2005 — 2007
Darrell MacDonald Darrell MacDonald's Fidelity Investments Experience January 2014 - Present
Job Software Developer/Programmer
Industry Computer Software
Experience
Fidelity Investments January 2014 - Present
Progress Earth, Inc. June 2011 - December 2013
Cable TV Enterprises, Inc. 2004 - 2011
Southern Software, Inc. 2002 - 2004
Skills
Software Installation, Networking, Microsoft SQL Server, Visual Studio, Software Development, Eclipse, SQL, MySQL, XML, JavaScript, Software Engineering, Databases, Visual Basic
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's degree, Computer Science
Sandhills Community College 1999 — 2002
Associate's degree, Computer Engineering
Fidelity Investments January 2014 - Present
Progress Earth, Inc. June 2011 - December 2013
Cable TV Enterprises, Inc. 2004 - 2011
Southern Software, Inc. 2002 - 2004
Skills
Software Installation, Networking, Microsoft SQL Server, Visual Studio, Software Development, Eclipse, SQL, MySQL, XML, JavaScript, Software Engineering, Databases, Visual Basic
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's degree, Computer Science
Sandhills Community College 1999 — 2002
Associate's degree, Computer Engineering
Matt O'Hara's Fidelity Investments Experience 2010 - 2013
Job CFP® Wealth Management and Investment Advisory Professional
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
Fidelity Investments 2010 - 2013
Merrill Lynch 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Portfolio Management, Financial Markets, Investments, Investment strategy..., Portfolio construction..., Asset Allocation, Tax efficient investing, Wealth Accumulation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Income Protection, Wealth Distribution..., Trust and Estate Tax..., Taxation on Investments, Investment Products, Cash Management, Equities, Fixed Income, Mutual Funds, ETFs, Professionally Managed..., Variable Annuities, Fixed Annuities, Income Annuities, Life Insurance, 401k Rollovers, 401k, 403b & 457 plans, IRAs, Roths, SEPs,..., Employer Sponsored..., New client development, Client relationship..., AUM growth, Alternative investment..., Options strategies, Global Economy, Federal Reserve, Political Economy, Trading, Investment Policy..., Business development, CRM databases, Competitor Intelligence, Series 7
Education
Seton Hall University 2001 — 2005
Bachelor of Science, Business Administration (BSBA), Finance and International Business
CFP Board of Standards 2007 — 2009
CFP® - Certified Financial Planner TM
Licenses
NASD Series 7, 66, Life, Health and Variable Insurance
TIAA-CREF 2013 - Present
Fidelity Investments 2010 - 2013
Merrill Lynch 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Portfolio Management, Financial Markets, Investments, Investment strategy..., Portfolio construction..., Asset Allocation, Tax efficient investing, Wealth Accumulation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Income Protection, Wealth Distribution..., Trust and Estate Tax..., Taxation on Investments, Investment Products, Cash Management, Equities, Fixed Income, Mutual Funds, ETFs, Professionally Managed..., Variable Annuities, Fixed Annuities, Income Annuities, Life Insurance, 401k Rollovers, 401k, 403b & 457 plans, IRAs, Roths, SEPs,..., Employer Sponsored..., New client development, Client relationship..., AUM growth, Alternative investment..., Options strategies, Global Economy, Federal Reserve, Political Economy, Trading, Investment Policy..., Business development, CRM databases, Competitor Intelligence, Series 7
Education
Seton Hall University 2001 — 2005
Bachelor of Science, Business Administration (BSBA), Finance and International Business
CFP Board of Standards 2007 — 2009
CFP® - Certified Financial Planner TM
Licenses
NASD Series 7, 66, Life, Health and Variable Insurance
Devang Bhatt Devang Bhatt's Fidelity Investments Experience August 2015 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Amica Mutual Insurance March 2014 - August 2015
TEKsystems March 2014 - July 2014
PwC June 2012 - March 2014
Jewelers Mutual Insurance Company November 2012 - July 2013
State Auto Insurance July 2011 - May 2012
cyberThink Inc March 2011 - May 2012
Skills
Guidewire, Agile Methodolgy, Business Analysis, Quality Assurance, Agile Testing, Quality Center, QTP, Web Services, SoapUI, Fiddler, Test Management, Manual Testing, Software Quality, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Test Cases, Test Planning, Agile Methodologies, Integration, Software Quality..., SQL, Business Requirements, Testing, Software Documentation, Analysis, Agile Project Management, Gap Analysis, Software Project..., Regression Testing, System Testing, Test Automation, Scrum, Visio, SDLC, Waterfall, Workers' Compensation..., Property & Casualty..., Integration Testing, Document Management, Gap, Web S, GAP, HP Quality Center
Education
University of Wisconsin-Milwaukee 2008 — 2010
Master of Science (MS), Industrial Mathematics
Sardar Patel University 2001 — 2004
Bachelor of Science (BSc), Mathematics
Fidelity Investments August 2015 - Present
Amica Mutual Insurance March 2014 - August 2015
TEKsystems March 2014 - July 2014
PwC June 2012 - March 2014
Jewelers Mutual Insurance Company November 2012 - July 2013
State Auto Insurance July 2011 - May 2012
cyberThink Inc March 2011 - May 2012
Skills
Guidewire, Agile Methodolgy, Business Analysis, Quality Assurance, Agile Testing, Quality Center, QTP, Web Services, SoapUI, Fiddler, Test Management, Manual Testing, Software Quality, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Test Cases, Test Planning, Agile Methodologies, Integration, Software Quality..., SQL, Business Requirements, Testing, Software Documentation, Analysis, Agile Project Management, Gap Analysis, Software Project..., Regression Testing, System Testing, Test Automation, Scrum, Visio, SDLC, Waterfall, Workers' Compensation..., Property & Casualty..., Integration Testing, Document Management, Gap, Web S, GAP, HP Quality Center
Education
University of Wisconsin-Milwaukee 2008 — 2010
Master of Science (MS), Industrial Mathematics
Sardar Patel University 2001 — 2004
Bachelor of Science (BSc), Mathematics
Deirdre Kane's Fidelity Investments Experience June 2013 - December 2013
Job Student at Seton Hall University
Industry Accounting
Experience
Deloitte June 2014 - August 2014
Fidelity Investments June 2013 - December 2013
Summit Financial Resources, Inc. May 2012 - August 2012
Boiling Springs Savings Bank May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking
Education
Seton Hall University 2014 — 2015
Master of Science, Professional Accounting
Seton Hall University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Rutherford High School 2006 — 2010
High School Diploma
Deloitte June 2014 - August 2014
Fidelity Investments June 2013 - December 2013
Summit Financial Resources, Inc. May 2012 - August 2012
Boiling Springs Savings Bank May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking
Education
Seton Hall University 2014 — 2015
Master of Science, Professional Accounting
Seton Hall University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Rutherford High School 2006 — 2010
High School Diploma
Patricia Lingen's Fidelity Investments Experience August 2010 - December 2012
Job Senior Human Resources Business Partner at Ironwood Pharmaceuticals
Industry Human Resources
Experience
Ironwood Pharmaceuticals January 2013 - Present
Fidelity Investments August 2010 - December 2012
Sirtris Pharmaceuticals 2009 - 2012
Pfizer Pharmaceuticals August 2006 - November 2009
Millipore Corporation August 2004 - August 2006
MFS Investment Management August 1997 - September 2003
Hewlett Packard September 1987 - August 1997
Skills
Change Management, Talent Management, Workforce Planning, Executive Coaching, Project Management, Employee Relations, Executive Development, Succession Planning, Leadership Development, Cross-functional Team..., Program Management, Human Resources, Organizational..., Leadership, Performance Management, Strategy
Education
San Jose State University
BA, Masters, Liberal Arts, Adult Education
Ironwood Pharmaceuticals January 2013 - Present
Fidelity Investments August 2010 - December 2012
Sirtris Pharmaceuticals 2009 - 2012
Pfizer Pharmaceuticals August 2006 - November 2009
Millipore Corporation August 2004 - August 2006
MFS Investment Management August 1997 - September 2003
Hewlett Packard September 1987 - August 1997
Skills
Change Management, Talent Management, Workforce Planning, Executive Coaching, Project Management, Employee Relations, Executive Development, Succession Planning, Leadership Development, Cross-functional Team..., Program Management, Human Resources, Organizational..., Leadership, Performance Management, Strategy
Education
San Jose State University
BA, Masters, Liberal Arts, Adult Education
Matt Barrach Matt Barrach's Fidelity Investments Experience May 2013 - Present
Job Senior Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments May 2010 - May 2013
Fidelity Investments March 2006 - May 2010
Fidelity Investments July 2004 - March 2006
Skills
Relationship Management, Retirement Planning, 401k, Financial Services, Mutual Funds, Series 6, Series 26, Series 63, CRPS, Investments, Retirement, Employee Benefits, Securities
Education
University of Maryland College Park 2002 — 2004
Bachelor's, General Business Administration
Santa Clara University 2000 — 2002
Business Administration and Management, General
Fidelity Investments May 2013 - Present
Fidelity Investments May 2010 - May 2013
Fidelity Investments March 2006 - May 2010
Fidelity Investments July 2004 - March 2006
Skills
Relationship Management, Retirement Planning, 401k, Financial Services, Mutual Funds, Series 6, Series 26, Series 63, CRPS, Investments, Retirement, Employee Benefits, Securities
Education
University of Maryland College Park 2002 — 2004
Bachelor's, General Business Administration
Santa Clara University 2000 — 2002
Business Administration and Management, General
Chuck Shreve Chuck Shreve's Fidelity Investments Experience October 2012 - Present
Job Vice President, Branch Manager
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2012
Waddell & Reed July 2009 - November 2009
USBII January 2003 - March 2009
Skills
Series 7, Investments, Financial Planning, Sales, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, 401k, Series 63, Sales Management, Financial Services, Series 6, Banking, Insurance, Customer Service, Coaching, Series 24, FINRA, Relationship Management, Financial Advisory, Retirement, Securities, Loans, Mortgage, VA, Compliance, Retirement Income..., Asset, Profitability, Wealth, Series 9, Series 10
Education
Santa Clara University 1977 — 1982
BSC, Management
Fidelity Investments October 2012 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2012
Waddell & Reed July 2009 - November 2009
USBII January 2003 - March 2009
Skills
Series 7, Investments, Financial Planning, Sales, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, 401k, Series 63, Sales Management, Financial Services, Series 6, Banking, Insurance, Customer Service, Coaching, Series 24, FINRA, Relationship Management, Financial Advisory, Retirement, Securities, Loans, Mortgage, VA, Compliance, Retirement Income..., Asset, Profitability, Wealth, Series 9, Series 10
Education
Santa Clara University 1977 — 1982
BSC, Management
M. Anthony Rivera M. Anthony Rivera's Fidelity Investments Experience 2003 - 2005
Job Senior Managing Partner of AGR Enterprises
Industry Commercial Real Estate
Experience
Flashing Lights Global Media October 2009 - Present
RD Management April 2012 - November 2014
Horizon Point Wealth Management April 2010 - April 2012
The Goldstein Group November 2009 - April 2012
J.P. Morgan Chase June 2006 - October 2008
Charles Schwab 2004 - 2006
Fidelity Investments 2003 - 2005
Skills
Investments, Real Estate Transactions, Sales, Real Estate, Finance, Real Estate Development, Asset Management, Brokerage, Management, Marketing, Investment Properties, Leases, Real Estate Economics, Property Management, Asset Managment, Negotiation
Education
Seton Hall University 1991 — 1995
Bachelor of Arts, Communications, Political Science, English
Thomas Jefferson School of Law
Flashing Lights Global Media October 2009 - Present
RD Management April 2012 - November 2014
Horizon Point Wealth Management April 2010 - April 2012
The Goldstein Group November 2009 - April 2012
J.P. Morgan Chase June 2006 - October 2008
Charles Schwab 2004 - 2006
Fidelity Investments 2003 - 2005
Skills
Investments, Real Estate Transactions, Sales, Real Estate, Finance, Real Estate Development, Asset Management, Brokerage, Management, Marketing, Investment Properties, Leases, Real Estate Economics, Property Management, Asset Managment, Negotiation
Education
Seton Hall University 1991 — 1995
Bachelor of Arts, Communications, Political Science, English
Thomas Jefferson School of Law
Mark Samuelson Mark Samuelson's Fidelity Investments Experience March 1993 - August 1997
Job AVP, Sr. Manager, Fund Reporting at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management July 2010 - Present
PricewaterhouseCoopers LLP August 1997 - July 2010
Fidelity Investments March 1993 - August 1997
Paul Tsongas Presidential Campaign December 1991 - February 1993
Westinghouse Electric Company June 1989 - November 1991
Cornerstone Research August 1988 - June 1989
Skills
Technical Accounting..., SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounting, Mergers & Acquisitions, Financial Statements, Financial Reporting, Internal Audit, Financial Services, Analysis, Asset Management, SEC Filings, Finance, US GAAP
Education
Santa Clara University 1983 — 1987
Bachelor of Science
MFS Investment Management July 2010 - Present
PricewaterhouseCoopers LLP August 1997 - July 2010
Fidelity Investments March 1993 - August 1997
Paul Tsongas Presidential Campaign December 1991 - February 1993
Westinghouse Electric Company June 1989 - November 1991
Cornerstone Research August 1988 - June 1989
Skills
Technical Accounting..., SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounting, Mergers & Acquisitions, Financial Statements, Financial Reporting, Internal Audit, Financial Services, Analysis, Asset Management, SEC Filings, Finance, US GAAP
Education
Santa Clara University 1983 — 1987
Bachelor of Science
Linda Koretsky Linda Koretsky's Fidelity Investments Experience 2008 - 2009
Job Learning Business Analyst at Iron Mountain
Industry E-Learning
Experience
Iron Mountain June 2010 - Present
Self Employed 2002 - May 2010
Fidelity Investments 2008 - 2009
Mass Colleges Online 2005 - 2008
TechOnline 2004 - 2005
Communispace 1999 - 2001
Micromentor / Omega Performance 1993 - 1999
Skills
Program Management, Instructional Design, Project Management, Needs Analysis, Training, Analysis, Management, Distance Learning, E-Learning, Captivate, Employee Training, Blended Learning, Cross-functional Team..., Technical Writing, Strategic Planning, ADDIE, Instructor-led Training
Education
San Jose State University
MEd, Instructional Technology
University of Massachusetts, Amherst
B.A., Communication Studies
Iron Mountain June 2010 - Present
Self Employed 2002 - May 2010
Fidelity Investments 2008 - 2009
Mass Colleges Online 2005 - 2008
TechOnline 2004 - 2005
Communispace 1999 - 2001
Micromentor / Omega Performance 1993 - 1999
Skills
Program Management, Instructional Design, Project Management, Needs Analysis, Training, Analysis, Management, Distance Learning, E-Learning, Captivate, Employee Training, Blended Learning, Cross-functional Team..., Technical Writing, Strategic Planning, ADDIE, Instructor-led Training
Education
San Jose State University
MEd, Instructional Technology
University of Massachusetts, Amherst
B.A., Communication Studies
Dominic Campana Dominic Campana's Fidelity Investments Experience May 2005 - August 2005
Job TV Sports Research
Industry Research
Experience
Major League Baseball Network April 2012 - Present
Joe's Bar and Grill May 2007 - Present
Sharp Entertainment August 2011 - January 2012
New Line Cinema April 2008 - July 2008
New Line Television September 2007 - December 2007
Fidelity Investments May 2005 - August 2005
Skills
Television, Microsoft Office, Social Media, Social Networking, Video Production, PowerPoint, Microsoft Excel, Facebook, Broadcast, Leadership
Education
Seton Hall University 2003 — 2008
Bachelor of Arts, Communications
Seton Hall University 2003 — 2008
Bachelor of Arts (B.A.), Communications
Major League Baseball Network April 2012 - Present
Joe's Bar and Grill May 2007 - Present
Sharp Entertainment August 2011 - January 2012
New Line Cinema April 2008 - July 2008
New Line Television September 2007 - December 2007
Fidelity Investments May 2005 - August 2005
Skills
Television, Microsoft Office, Social Media, Social Networking, Video Production, PowerPoint, Microsoft Excel, Facebook, Broadcast, Leadership
Education
Seton Hall University 2003 — 2008
Bachelor of Arts, Communications
Seton Hall University 2003 — 2008
Bachelor of Arts (B.A.), Communications
Grant Hope's Fidelity Investments Experience August 2011 - February 2014
Job Financial Representative at Fidelity Investments
Industry Retail
Experience
Fidelity Investments August 2011 - February 2014
Seattle Pacific University June 2007 - March 2011
Sammamish Physical Therapy June 2006 - September 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Financial Analysis, Event Planning, Public Speaking, Time Management, Outlook, Sales, Social Media, Coaching, Social Networking
Education
Seattle Pacific University - School of Business and Economics 2007 — 2011
BA, Business Administration
Fidelity Investments August 2011 - February 2014
Seattle Pacific University June 2007 - March 2011
Sammamish Physical Therapy June 2006 - September 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Financial Analysis, Event Planning, Public Speaking, Time Management, Outlook, Sales, Social Media, Coaching, Social Networking
Education
Seattle Pacific University - School of Business and Economics 2007 — 2011
BA, Business Administration
Alex Macina Alex Macina's Fidelity Investments Experience August 2015 - Present
Job Director, PAS Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments December 2011 - Present
Fidelity Investments July 2002 - December 2011
Bankers Life and Casualty 2001 - 2002
Datek Online 1998 - 2001
Education
Seton Hall University
Morris Knolls High School
Fidelity Investments August 2015 - Present
Fidelity Investments December 2011 - Present
Fidelity Investments July 2002 - December 2011
Bankers Life and Casualty 2001 - 2002
Datek Online 1998 - 2001
Education
Seton Hall University
Morris Knolls High School
Rahim Lalani, PPAC Rahim Lalani, PPAC's Fidelity Investments Experience December 2004 - April 2006
Job Pension Analyst at CAAT Pension Plan
Industry Financial Services
Experience
CAAT Pension Plan February 2014 - Present
Multi Sector Non Profit Benefit Plan Administrators April 2006 - March 2013
Fidelity Investments December 2004 - April 2006
Celestica June 2003 - September 2004
Celestica June 2003 - June 2003
Skills
Windows, Microsoft Excel, powerpoint, Presentations, SAP, AS400 system, BPCS, Lotus Notes, Oracle, MFG-Pro, resource planning..., pricom, global track, Benfefits Work Station, Project Planning, DBCS, ISSI, Total Benefit Access, SharePoint, Content Management, Organizational..., Problem Solving, Written & Oral..., Business Writing, Work Well Independently, Teamwork, Multi Tasking, Project Coordination, Customer Service, Entitlements, Process Improvement, Procedural Development, Pension Administration, Pension Systems, Transaction Processing, Individual Pension Plans, Pension regulations, Legislation, Account Reconciliation, Leave of Absence, WSIB, Board of Directors..., Data Analysis, Employee Training, Defined Benefit, Defined Contribution, Accounts Payable, Account Management, Process Efficiency, Deadline Driven
Education
George Brown College 2011 — 2011
PPAC
Seneca College of Applied Arts and Technology 1999 — 2003
International Business Administration, International Business
CAAT Pension Plan February 2014 - Present
Multi Sector Non Profit Benefit Plan Administrators April 2006 - March 2013
Fidelity Investments December 2004 - April 2006
Celestica June 2003 - September 2004
Celestica June 2003 - June 2003
Skills
Windows, Microsoft Excel, powerpoint, Presentations, SAP, AS400 system, BPCS, Lotus Notes, Oracle, MFG-Pro, resource planning..., pricom, global track, Benfefits Work Station, Project Planning, DBCS, ISSI, Total Benefit Access, SharePoint, Content Management, Organizational..., Problem Solving, Written & Oral..., Business Writing, Work Well Independently, Teamwork, Multi Tasking, Project Coordination, Customer Service, Entitlements, Process Improvement, Procedural Development, Pension Administration, Pension Systems, Transaction Processing, Individual Pension Plans, Pension regulations, Legislation, Account Reconciliation, Leave of Absence, WSIB, Board of Directors..., Data Analysis, Employee Training, Defined Benefit, Defined Contribution, Accounts Payable, Account Management, Process Efficiency, Deadline Driven
Education
George Brown College 2011 — 2011
PPAC
Seneca College of Applied Arts and Technology 1999 — 2003
International Business Administration, International Business
Soojin Choung Soojin Choung's Fidelity Investments Experience July 2003 - August 2005
Job Manging Director at Saferidge Capital Partners
Industry Financial Services
Experience
Saferidge Capital Partners May 2014 - Present
Boodell & Company November 2010 - August 2012
Tiger Asia Management June 2008 - June 2009
RAB Capital July 2007 - June 2008
Speedwell Advisors February 2006 - December 2006
Fidelity Investments July 2003 - August 2005
J.P. Morgan April 2002 - July 2003
ING Barings April 1999 - April 2002
A.T. Kearney March 1998 - April 1999
Skills
Hedge Funds, Investments, Valuation, Equities, Financial Modeling, Asset Managment, Portfolio Management, Venture Capital, Emerging Markets, Alternative Investments, Equity Research, Financial Analysis, Capital Markets, Financial Services, Asset Management, Fixed Income, Investment Banking
Education
Seoul National University
Bachelor of Arts (B.A.), Archaeology and Art History/Minor in Business Administration
University of Washington
Exchange Student, Business Administration, Dean's List
Saferidge Capital Partners May 2014 - Present
Boodell & Company November 2010 - August 2012
Tiger Asia Management June 2008 - June 2009
RAB Capital July 2007 - June 2008
Speedwell Advisors February 2006 - December 2006
Fidelity Investments July 2003 - August 2005
J.P. Morgan April 2002 - July 2003
ING Barings April 1999 - April 2002
A.T. Kearney March 1998 - April 1999
Skills
Hedge Funds, Investments, Valuation, Equities, Financial Modeling, Asset Managment, Portfolio Management, Venture Capital, Emerging Markets, Alternative Investments, Equity Research, Financial Analysis, Capital Markets, Financial Services, Asset Management, Fixed Income, Investment Banking
Education
Seoul National University
Bachelor of Arts (B.A.), Archaeology and Art History/Minor in Business Administration
University of Washington
Exchange Student, Business Administration, Dean's List
Accursio Marciante Accursio Marciante's Fidelity Investments Experience August 2007 - February 2011
Job Tax Team Manager at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank February 2014 - Present
Standard Chartered Bank May 2013 - February 2014
Deutsche Bank March 2013 - May 2013
Morgan Stanley March 2011 - February 2013
Fidelity Investments August 2007 - February 2011
Elizabeth Economic Development Company June 2003 - July 2007
Deloitte November 2000 - June 2003
Merrill Lynch December 1994 - November 2000
Skills
Tax Reporting, Tax Compliance, Tax Operations, Tax Reporting Statements, Regulatory Filings, IRS problem resolution, Penalty Abatement, Business Continuity..., 1099 Preparation, B-Notices, C-Notices, Series 99 Operations..., Financial Analysis, Securities, Accounting, Tax, Business Requirements, Corporate Tax, Analysis, Banking, Financial Services, Auditing, Process Improvement, Account Reconciliation, Risk Management, Finance, Internal Audit
Education
Seton Hall University 1990 — 1993
BS, Business Administration
Union County College 1987 — 1990
Associated Degree, Accounting
Standard Chartered Bank February 2014 - Present
Standard Chartered Bank May 2013 - February 2014
Deutsche Bank March 2013 - May 2013
Morgan Stanley March 2011 - February 2013
Fidelity Investments August 2007 - February 2011
Elizabeth Economic Development Company June 2003 - July 2007
Deloitte November 2000 - June 2003
Merrill Lynch December 1994 - November 2000
Skills
Tax Reporting, Tax Compliance, Tax Operations, Tax Reporting Statements, Regulatory Filings, IRS problem resolution, Penalty Abatement, Business Continuity..., 1099 Preparation, B-Notices, C-Notices, Series 99 Operations..., Financial Analysis, Securities, Accounting, Tax, Business Requirements, Corporate Tax, Analysis, Banking, Financial Services, Auditing, Process Improvement, Account Reconciliation, Risk Management, Finance, Internal Audit
Education
Seton Hall University 1990 — 1993
BS, Business Administration
Union County College 1987 — 1990
Associated Degree, Accounting
Jean-Pierre Laporte Jean-Pierre Laporte's Fidelity Investments Experience 2004 - 2005
Job CEO, INTEGRIS Pension Management Corp.
Industry Financial Services
Experience
INTEGRIS Pension Management Corp. July 2012 - Present
Ontario Bar Association June 2010 - February 2013
Bennett Jones LLP April 2010 - July 2012
Parliament of Canada 2009 - 2011
Club Canadien 2004 - 2011
Hicks Morley November 2004 - July 2009
Fidelity Investments 2004 - 2005
Fasken Martineau DuMoulin January 2001 - October 2004
Skills
Corporate Law, Employment Law, Administrative Law, Legal Research, Corporate Governance, Privacy Law, Pension Administration, Commercial Litigation, Civil Litigation, Legal Advice, Litigation, Pensions, Employee Benefits, Individual Pension Plans, Retirement Compensation..., Estate Planning, Mergers & Acquisitions, Trusts, Licensing, Courts, International Law, Policy, Arbitration, Legal Writing, Alternative Dispute..., Immigration Law, Joint Ventures, Legal Assistance, Tax Law, Intellectual Property, Critical Thinking
Education
York University - Osgoode Hall Law School 1997 — 1999
J.D., Law
University of Ottawa / Université d'Ottawa 1997 — 1997
Bachelor of Laws (LLB), Law
University of Toronto 1995 — 1996
M.A., Political Science, Environmental Sciences
Sciences Po 1994 — 1995
Diplome, Political economy
University of Toronto - University of St. Michael's College 1989 — 1994
B.A., Geopolitics
Brebeuf
INTEGRIS Pension Management Corp. July 2012 - Present
Ontario Bar Association June 2010 - February 2013
Bennett Jones LLP April 2010 - July 2012
Parliament of Canada 2009 - 2011
Club Canadien 2004 - 2011
Hicks Morley November 2004 - July 2009
Fidelity Investments 2004 - 2005
Fasken Martineau DuMoulin January 2001 - October 2004
Skills
Corporate Law, Employment Law, Administrative Law, Legal Research, Corporate Governance, Privacy Law, Pension Administration, Commercial Litigation, Civil Litigation, Legal Advice, Litigation, Pensions, Employee Benefits, Individual Pension Plans, Retirement Compensation..., Estate Planning, Mergers & Acquisitions, Trusts, Licensing, Courts, International Law, Policy, Arbitration, Legal Writing, Alternative Dispute..., Immigration Law, Joint Ventures, Legal Assistance, Tax Law, Intellectual Property, Critical Thinking
Education
York University - Osgoode Hall Law School 1997 — 1999
J.D., Law
University of Ottawa / Université d'Ottawa 1997 — 1997
Bachelor of Laws (LLB), Law
University of Toronto 1995 — 1996
M.A., Political Science, Environmental Sciences
Sciences Po 1994 — 1995
Diplome, Political economy
University of Toronto - University of St. Michael's College 1989 — 1994
B.A., Geopolitics
Brebeuf
Mike Copantsidis Mike Copantsidis's Fidelity Investments Experience 2014 - 2014
Job Organizational/Sales Effectiveness and Learning & Development Professional
Industry Financial Services
Experience
RBC January 2015 - Present
MC Solutions Consulting 2014 - Present
Fidelity Investments 2014 - 2014
CGI 2012 - 2014
TD Insurance 2008 - 2011
TD Bank Group 2007 - 2008
TD Bank Group 2005 - 2007
TD Bank Group 2003 - 2005
TD Bank Group 2001 - 2003
WESCO Distribution 2000 - 2001
Skills
Employee Training, Banking, Customer Service, Team Leadership, Workshop Facilitation, Risk Management, Needs Analysis, Credit, Blended Learning, Training Facilitation, Sales Management, E-Learning, Internal Communications, Program Facilitation, Vendor Management, Training & Development, Retail Management, Sales Support, Customer Relations, Implementation Of..., Strategy Development
Education
Seneca College of Applied Arts and Technology 2012 — 2014
Adult Education/Staff Training Program Certificate - High Honours
The Institute of Canadian Bankers
Investments Funds in Canada, Licensed Mutual Fund Representative
York University - Glendon College 1997 — 2000
B.A., Economics
RBC January 2015 - Present
MC Solutions Consulting 2014 - Present
Fidelity Investments 2014 - 2014
CGI 2012 - 2014
TD Insurance 2008 - 2011
TD Bank Group 2007 - 2008
TD Bank Group 2005 - 2007
TD Bank Group 2003 - 2005
TD Bank Group 2001 - 2003
WESCO Distribution 2000 - 2001
Skills
Employee Training, Banking, Customer Service, Team Leadership, Workshop Facilitation, Risk Management, Needs Analysis, Credit, Blended Learning, Training Facilitation, Sales Management, E-Learning, Internal Communications, Program Facilitation, Vendor Management, Training & Development, Retail Management, Sales Support, Customer Relations, Implementation Of..., Strategy Development
Education
Seneca College of Applied Arts and Technology 2012 — 2014
Adult Education/Staff Training Program Certificate - High Honours
The Institute of Canadian Bankers
Investments Funds in Canada, Licensed Mutual Fund Representative
York University - Glendon College 1997 — 2000
B.A., Economics
Val Baumann Val Baumann's Fidelity Investments Experience January 2007 - June 2008
Job Founder and CEO at Val Baumann
Industry Financial Services
Experience
Val Baumann January 2010 - Present
VAL BAUMANN & COMPANY January 2010 - Present
Unlimited Possibilities May 2004 - September 2010
Fidelity Investments January 2007 - June 2008
Fidelity Investments December 2006 - June 2008
UNLIMITED POSSIBILITIES, LLC April 2004 - December 2007
Prudential Financial December 1986 - April 2004
Prudential Financial January 1986 - January 2004
Prudential Retirement Services January 1997 - January 1998
Prudential Insurance Company January 1986 - January 1998
Education
Seton Hall University School of Law 1981 — 1984
JD, Law
University of Virginia 1977 — 1981
BA, Economics/Intern Relations
SETON HALL UNIVERSITY LAW SCHOOL
University of Virginia
B.A, with; Economics and International Relations
Val Baumann January 2010 - Present
VAL BAUMANN & COMPANY January 2010 - Present
Unlimited Possibilities May 2004 - September 2010
Fidelity Investments January 2007 - June 2008
Fidelity Investments December 2006 - June 2008
UNLIMITED POSSIBILITIES, LLC April 2004 - December 2007
Prudential Financial December 1986 - April 2004
Prudential Financial January 1986 - January 2004
Prudential Retirement Services January 1997 - January 1998
Prudential Insurance Company January 1986 - January 1998
Education
Seton Hall University School of Law 1981 — 1984
JD, Law
University of Virginia 1977 — 1981
BA, Economics/Intern Relations
SETON HALL UNIVERSITY LAW SCHOOL
University of Virginia
B.A, with; Economics and International Relations
Jim Gerhard, CPA Jim Gerhard, CPA's Fidelity Investments Experience July 2007 - February 2009
Job Senior Tax Associate at Wiss & Company, LLP
Industry Accounting
Experience
Wiss & Company, LLP October 2014 - Present
PwC March 2011 - October 2014
Wiss & Company, LLP February 2010 - March 2011
Fidelity Investments July 2007 - February 2009
Northwestern Mutual August 2005 - July 2007
Skills
Accounting, Tax, Tax Research, Financial Planners, Finance, Retirement, Financial Accounting, Financial Reporting, Tax Preparation, Corporate Tax, Tax Returns, Auditing, Account Reconciliation, Financial Statements, Income Tax, GAAP, Financial Planning
Education
Seton Hall University 2010 — 2011
Masters, Accounting
Fairleigh Dickinson University-Florham Campus
Bachelors, Finance
Wiss & Company, LLP October 2014 - Present
PwC March 2011 - October 2014
Wiss & Company, LLP February 2010 - March 2011
Fidelity Investments July 2007 - February 2009
Northwestern Mutual August 2005 - July 2007
Skills
Accounting, Tax, Tax Research, Financial Planners, Finance, Retirement, Financial Accounting, Financial Reporting, Tax Preparation, Corporate Tax, Tax Returns, Auditing, Account Reconciliation, Financial Statements, Income Tax, GAAP, Financial Planning
Education
Seton Hall University 2010 — 2011
Masters, Accounting
Fairleigh Dickinson University-Florham Campus
Bachelors, Finance
Jessica Summerhays Jessica Summerhays's Fidelity Investments Experience August 2007 - May 2008
Job Estate Planning Attorney
Industry Law Practice
Experience
Jessica L. Summerhays, PLLC July 2014 - Present
Select Engineering Services May 2012 - December 2013
U.S. Progressive Services, Inc. January 2012 - December 2013
TMJ Enterprises December 2012 - June 2013
Wills for Heroes - Arizona June 2011 - December 2012
Charles F. Myers, PA October 2011 - December 2011
Select Engineering Services (SES) July 2010 - February 2011
Ronald A. Peterson Law Clinic August 2010 - December 2010
William P. Harris, P.S. October 2009 - April 2010
Fidelity Investments August 2007 - May 2008
Skills
Legal Writing, Wills, Legal Research, QuickBooks
Education
Seattle University School of Law 2008 — 2011
Juris Doctor
University of Utah 2005 — 2007
Bachelor of Science, Speech Communication; Minor, English Literature
Weber State University 2003 — 2005
Jessica L. Summerhays, PLLC July 2014 - Present
Select Engineering Services May 2012 - December 2013
U.S. Progressive Services, Inc. January 2012 - December 2013
TMJ Enterprises December 2012 - June 2013
Wills for Heroes - Arizona June 2011 - December 2012
Charles F. Myers, PA October 2011 - December 2011
Select Engineering Services (SES) July 2010 - February 2011
Ronald A. Peterson Law Clinic August 2010 - December 2010
William P. Harris, P.S. October 2009 - April 2010
Fidelity Investments August 2007 - May 2008
Skills
Legal Writing, Wills, Legal Research, QuickBooks
Education
Seattle University School of Law 2008 — 2011
Juris Doctor
University of Utah 2005 — 2007
Bachelor of Science, Speech Communication; Minor, English Literature
Weber State University 2003 — 2005
Ophelia Burwell Ophelia Burwell's Fidelity Investments Experience 2004 - 2009
Job Broker at Zip Realty
Industry Real Estate
Experience
ZipRealty, Inc January 2009 - Present
ZipRealty, Inc January 2009 - Present
Zip Realty, Inc 2009 - Present
2008-2009 Century21 Vickie Berry Realty March 2008 - Present
Fidelity Investments 2004 - 2009
2008Fidelity Investments LLC December 2004 - November 2008
Education
Seton Hall University
ZipRealty, Inc January 2009 - Present
ZipRealty, Inc January 2009 - Present
Zip Realty, Inc 2009 - Present
2008-2009 Century21 Vickie Berry Realty March 2008 - Present
Fidelity Investments 2004 - 2009
2008Fidelity Investments LLC December 2004 - November 2008
Education
Seton Hall University
Joslin Edinger, MBA, MSA's Fidelity Investments Experience September 2007 - February 2009
Job Business Information Spec/Lead at Nationwide and Owner/Artist at Liquid Iguana Studios (Parttime)
Industry Financial Services
Experience
Nationwide Insurance August 2015 - Present
Liquid Iguana Studios August 2013 - Present
Nationwide Insurance July 2014 - August 2015
PHH Mortgage June 2012 - April 2014
Blue Cross Blue Shield of Florida July 2010 - June 2012
Fidelity Investments September 2007 - February 2009
Fidelity Investments August 2006 - September 2007
Convergys December 2005 - July 2006
Convergys May 2004 - October 2005
Convergys August 2001 - May 2004
Skills
Research, Benefits Administration, Payroll, Proposal Management, Business Analysis, Financial Analysis, Data Analysis, Brokerage, Operations Management, Operational Planning, Accounting, Customer Relations, Customer Service, Customer Experience, Managerial Experience, International Relations, Excel, Underwriting, Credit Risk, Lean Operations, Management, Human Resources, Negotiation, Credit, Call Center, Process Improvement, Outsourcing, Strategic Planning, Investments, Microsoft Office, Financial Services, Vendor Management, Risk Management, Microsoft Excel, System Administration, Workforce Management, Team Leadership, Analysis, Proposal Writing, Customer Satisfaction, Forecasting, Business Development, CRM, Project Planning, Loans, Team Building, Marketing, Project Management, Leadership, Finance
Education
University of Phoenix 2010 — 2011
MS, Accountancy, 3.86
University of Phoenix 2004 — 2006
MBA, Marketing, 3.86
University of Phoenix 2002 — 2004
Bachelors, Marketing, 3.65
Santa Fe Community College 1995 — 1997
Associate of Arts, Fine Arts, 3.2
Nationwide Insurance August 2015 - Present
Liquid Iguana Studios August 2013 - Present
Nationwide Insurance July 2014 - August 2015
PHH Mortgage June 2012 - April 2014
Blue Cross Blue Shield of Florida July 2010 - June 2012
Fidelity Investments September 2007 - February 2009
Fidelity Investments August 2006 - September 2007
Convergys December 2005 - July 2006
Convergys May 2004 - October 2005
Convergys August 2001 - May 2004
Skills
Research, Benefits Administration, Payroll, Proposal Management, Business Analysis, Financial Analysis, Data Analysis, Brokerage, Operations Management, Operational Planning, Accounting, Customer Relations, Customer Service, Customer Experience, Managerial Experience, International Relations, Excel, Underwriting, Credit Risk, Lean Operations, Management, Human Resources, Negotiation, Credit, Call Center, Process Improvement, Outsourcing, Strategic Planning, Investments, Microsoft Office, Financial Services, Vendor Management, Risk Management, Microsoft Excel, System Administration, Workforce Management, Team Leadership, Analysis, Proposal Writing, Customer Satisfaction, Forecasting, Business Development, CRM, Project Planning, Loans, Team Building, Marketing, Project Management, Leadership, Finance
Education
University of Phoenix 2010 — 2011
MS, Accountancy, 3.86
University of Phoenix 2004 — 2006
MBA, Marketing, 3.86
University of Phoenix 2002 — 2004
Bachelors, Marketing, 3.65
Santa Fe Community College 1995 — 1997
Associate of Arts, Fine Arts, 3.2
Bennett Cloud Bennett Cloud's Fidelity Investments Experience 1993 - 1997
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
Merrill Lynch August 2013 - August 2014
Just Brakes 2006 - 2013
Just Brakes 1997 - 2006
Fidelity Investments 1993 - 1997
Skills
Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, New Business Development, Automotive, Leadership, Team Building, Coaching, Cost Management, Series 7, Turn Around Management, Advertising, Growth Strategies, P&L Responsibility, Financial Operations, New Market Expansion, Organizational..., EBITDA Growth, Key Performance..., Cost Saving Initiatives, Project Rollouts, Radio Advertising, Executive Level..., Territory Penetration, Increased Profitability, Reducing Operating Costs, Family Business, Finance, Insurance, Investments, Negotiation
Education
Santa Clara University 1988 — 1992
Bachelor of Science (B.S.), Finance & Commerce
Jesuit College Prep 1984 — 1988
MassMutual Financial Group August 2014 - Present
Merrill Lynch August 2013 - August 2014
Just Brakes 2006 - 2013
Just Brakes 1997 - 2006
Fidelity Investments 1993 - 1997
Skills
Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, New Business Development, Automotive, Leadership, Team Building, Coaching, Cost Management, Series 7, Turn Around Management, Advertising, Growth Strategies, P&L Responsibility, Financial Operations, New Market Expansion, Organizational..., EBITDA Growth, Key Performance..., Cost Saving Initiatives, Project Rollouts, Radio Advertising, Executive Level..., Territory Penetration, Increased Profitability, Reducing Operating Costs, Family Business, Finance, Insurance, Investments, Negotiation
Education
Santa Clara University 1988 — 1992
Bachelor of Science (B.S.), Finance & Commerce
Jesuit College Prep 1984 — 1988
Eddie Hong Eddie Hong's Fidelity Investments Experience December 2007 - April 2009
Job Sales and Marketing Coordinator at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. October 2014 - Present
Heritage Education Funds Inc. January 2010 - Present
Fidelity Investments December 2007 - April 2009
5th Business August 2006 - February 2007
Skills
Social Media
Education
CSI Global Education Inc
Certificate, Canadian Securities Course (CSC)
Seneca College of Applied Arts and Technology
Diploma, Creative Advertising (CAB)
Seneca College of Applied Arts and Technology
Certificate, Art Fundamentals (AFD)
Heritage Education Funds Inc. October 2014 - Present
Heritage Education Funds Inc. January 2010 - Present
Fidelity Investments December 2007 - April 2009
5th Business August 2006 - February 2007
Skills
Social Media
Education
CSI Global Education Inc
Certificate, Canadian Securities Course (CSC)
Seneca College of Applied Arts and Technology
Diploma, Creative Advertising (CAB)
Seneca College of Applied Arts and Technology
Certificate, Art Fundamentals (AFD)
Maria Fantoni's Fidelity Investments Experience May 2013 - Present
Job Assigned Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Skills
Public Speaking, Sales, Social Media Marketing, Social Media, Marketing, Insurance, Email Marketing, Market Research
Education
Suffolk University 2014 — 2016
Master of Business Administration (MBA)
University of New Hampshire 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Seattle University
Fidelity Investments May 2013 - Present
Skills
Public Speaking, Sales, Social Media Marketing, Social Media, Marketing, Insurance, Email Marketing, Market Research
Education
Suffolk University 2014 — 2016
Master of Business Administration (MBA)
University of New Hampshire 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Seattle University
Khadene Hinds Khadene Hinds's Fidelity Investments Experience July 2004 - September 2007
Job Realtor at Royal Lepage Connect Realty
Industry Real Estate
Experience
Royal Lepage Connect Realty January 2010 - Present
Ontario Pension Board November 2010 - April 2011
HP Enterprise Services February 2009 - September 2009
TowersPerrin September 2007 - February 2009
Fidelity Investments July 2004 - September 2007
Fidelity Investments 2004 - 2007
Skills
Customer Service, Investments, Real Estate Transactions, Residential Homes, Real Property, Employee Benefits, Residential Mortgages, Human Resources, Condos, First Time Home Buyers, Investment Properties, Real Estate, Pensions, Referrals, Relocation, Sellers, Negotiation, Sales, Buyer Representation, Single Family Homes, Townhomes, Listings
Education
Seneca College 1999 — 2001
Law Clerk Diploma, Legal Assistant/Paralegal
Seneca College of Applied Arts and Technology
Royal Lepage Connect Realty January 2010 - Present
Ontario Pension Board November 2010 - April 2011
HP Enterprise Services February 2009 - September 2009
TowersPerrin September 2007 - February 2009
Fidelity Investments July 2004 - September 2007
Fidelity Investments 2004 - 2007
Skills
Customer Service, Investments, Real Estate Transactions, Residential Homes, Real Property, Employee Benefits, Residential Mortgages, Human Resources, Condos, First Time Home Buyers, Investment Properties, Real Estate, Pensions, Referrals, Relocation, Sellers, Negotiation, Sales, Buyer Representation, Single Family Homes, Townhomes, Listings
Education
Seneca College 1999 — 2001
Law Clerk Diploma, Legal Assistant/Paralegal
Seneca College of Applied Arts and Technology
Anthony Tabinga Anthony Tabinga's Fidelity Investments Experience October 2006 - December 2008
Job Geotechnical Field Tech. @ Golder Associates
Industry Environmental Services
Experience
Golder Associates August 2015 - Present
TD Auto Finance February 2015 - August 2015
Apple May 2010 - April 2014
Fidelity Investments October 2006 - December 2008
Skills
Customer Service, Retail, Mac, Merchandising, Mac OS X, Visual Merchandising, Keynote, In-store Marketing, Visual Communication
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Ontario College Diploma, Environmental Technician - Sampling and Monitoring
Golder Associates August 2015 - Present
TD Auto Finance February 2015 - August 2015
Apple May 2010 - April 2014
Fidelity Investments October 2006 - December 2008
Skills
Customer Service, Retail, Mac, Merchandising, Mac OS X, Visual Merchandising, Keynote, In-store Marketing, Visual Communication
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Ontario College Diploma, Environmental Technician - Sampling and Monitoring
Sara Klinghoffer's Fidelity Investments Experience April 2003 - May 2004
Job Project Development Manager at CompuCom, Onsite at Suncor
Industry Information Technology and Services
Experience
CompuCom January 2013 - Present
Robert Scott Group Inc. January 2012 - January 2013
OnX Enterprise Solutions November 2009 - November 2011
TEKsystems July 2006 - August 2009
Cygnal Technologies July 2004 - June 2006
Fidelity Investments April 2003 - May 2004
World Gaming PLC March 2001 - March 2003
Skills
Business Development, Vendor Management, Data Center, Cloud Computing, Strategic Planning, Resource Management, Sales, Account Management, Solution Selling, Customer Service, Client Retention..., IT Service Management, Telecommunications, Recruiting, Virtualization, Managed Services, IT Strategy, Networking, CRM, Network Administration, SaaS, Technical Support, Enterprise Software, Security, Team Leadership, Enterprise Architecture, Project Planning, SDLC, Project Management, Management, Cross-functional Team..., Hardware, Information Technology, Strategy, Consulting, System Deployment, Professional Services, Storage, Management Consulting, Unix, IT Management, ITIL, Integration, Pre-sales, Outsourcing, Business Analysis, Training, Project Portfolio..., Selling, Disaster Recovery
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Business Computer Solutions, Systems and Network Administration
CompuCom January 2013 - Present
Robert Scott Group Inc. January 2012 - January 2013
OnX Enterprise Solutions November 2009 - November 2011
TEKsystems July 2006 - August 2009
Cygnal Technologies July 2004 - June 2006
Fidelity Investments April 2003 - May 2004
World Gaming PLC March 2001 - March 2003
Skills
Business Development, Vendor Management, Data Center, Cloud Computing, Strategic Planning, Resource Management, Sales, Account Management, Solution Selling, Customer Service, Client Retention..., IT Service Management, Telecommunications, Recruiting, Virtualization, Managed Services, IT Strategy, Networking, CRM, Network Administration, SaaS, Technical Support, Enterprise Software, Security, Team Leadership, Enterprise Architecture, Project Planning, SDLC, Project Management, Management, Cross-functional Team..., Hardware, Information Technology, Strategy, Consulting, System Deployment, Professional Services, Storage, Management Consulting, Unix, IT Management, ITIL, Integration, Pre-sales, Outsourcing, Business Analysis, Training, Project Portfolio..., Selling, Disaster Recovery
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Business Computer Solutions, Systems and Network Administration
Chris Exley Chris Exley's Fidelity Investments Experience June 2012 - November 2013
Job l
Industry Financial Services
Experience
Seattle University August 2014 - Present
Fidelity Investments June 2012 - November 2013
EnergySolutions June 2010 - June 2012
Skills
Series 7, Series 63, Investments, Retirement Planning, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, Customer Service, Public Speaking, Leadership, PowerPoint, Microsoft Word
Education
Seattle University 2014 — 2015
Master of Science (MS), Finance
Westminster College 2007 — 2011
Bachelors of Science, Accounting
Seattle University August 2014 - Present
Fidelity Investments June 2012 - November 2013
EnergySolutions June 2010 - June 2012
Skills
Series 7, Series 63, Investments, Retirement Planning, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, Customer Service, Public Speaking, Leadership, PowerPoint, Microsoft Word
Education
Seattle University 2014 — 2015
Master of Science (MS), Finance
Westminster College 2007 — 2011
Bachelors of Science, Accounting
Sheyna Steiner's Fidelity Investments Experience 1999 - 2001
Job Senior investing reporter / analyst at Bankrate.com
Industry Online Media
Experience
Bankrate.com January 2012 - Present
BANKRATE.COM January 2008 - January 2012
BANKRATE.COM April 2006 - December 2007
FAMILY MAGAZINE GROUP July 2005 - October 2005
HOMETOWN NEWS September 2004 - December 2004
ASSET MANAGEMENT GROUP March 2003 - October 2003
Fidelity Investments 1999 - 2001
Skills
Blogging, Editing, Press Releases, Writing, Publishing, Online Marketing, Editorial, Content Management, Copywriting, Advertising, Storytelling, Web Content, Newsletters, InDesign, AP Style, Copy Editing, Radio, Publications, Feature Articles, Content Strategy, Newspapers, Content Development, News Writing, Journalism, New Media, Online Journalism, Headline Writing, Interviews, Magazines, Social Media, WordPress
Education
Sarah Lawrence College 1994 — 1998
Bachelor of Arts (B.A.), Creative Writing
Sarah Lawrence College 1994 — 1998
Bachelor of Arts, Creative Writing
Bankrate.com January 2012 - Present
BANKRATE.COM January 2008 - January 2012
BANKRATE.COM April 2006 - December 2007
FAMILY MAGAZINE GROUP July 2005 - October 2005
HOMETOWN NEWS September 2004 - December 2004
ASSET MANAGEMENT GROUP March 2003 - October 2003
Fidelity Investments 1999 - 2001
Skills
Blogging, Editing, Press Releases, Writing, Publishing, Online Marketing, Editorial, Content Management, Copywriting, Advertising, Storytelling, Web Content, Newsletters, InDesign, AP Style, Copy Editing, Radio, Publications, Feature Articles, Content Strategy, Newspapers, Content Development, News Writing, Journalism, New Media, Online Journalism, Headline Writing, Interviews, Magazines, Social Media, WordPress
Education
Sarah Lawrence College 1994 — 1998
Bachelor of Arts (B.A.), Creative Writing
Sarah Lawrence College 1994 — 1998
Bachelor of Arts, Creative Writing
Fazal Sorathia Fazal Sorathia's Fidelity Investments Experience June 2004 - December 2004
Job Technical Lead Business Intelligence/Data Warehouse at Fusion Consulting, Inc.
Industry Computer Software
Experience
Fusion Consulting, Inc. March 2014 - Present
Bank of America May 2011 - February 2014
Bank of America February 2009 - April 2011
Bank of America February 2006 - January 2009
Hewlett Packard June 2005 - December 2005
Fidelity Investments June 2004 - December 2004
Skills
Data Warehousing, Requirements Analysis, Data Warehouse..., Database Design, Oracle, Data Migration, Business Requirements, Relational Databases, SQL, Business Intelligence, Microsoft SQL Server, ETL, Erwin, Visio, Agile Methodologies, SQL Tuning, SDLC, Databases, SSRS, SSIS, PL/SQL, BODS, SAP Data Services, Business Objects, Lawson General Ledger, Lawson HRIS, Oracle ERP, Composites, Cisco DV, PowerPivot, PowerView, Excel Services, SharePoint Server
Education
The University of Texas at Dallas 2003 — 2005
MS, Computer Science
Saurashtra University 1999 — 2003
BE, Computer Engineering
Fusion Consulting, Inc. March 2014 - Present
Bank of America May 2011 - February 2014
Bank of America February 2009 - April 2011
Bank of America February 2006 - January 2009
Hewlett Packard June 2005 - December 2005
Fidelity Investments June 2004 - December 2004
Skills
Data Warehousing, Requirements Analysis, Data Warehouse..., Database Design, Oracle, Data Migration, Business Requirements, Relational Databases, SQL, Business Intelligence, Microsoft SQL Server, ETL, Erwin, Visio, Agile Methodologies, SQL Tuning, SDLC, Databases, SSRS, SSIS, PL/SQL, BODS, SAP Data Services, Business Objects, Lawson General Ledger, Lawson HRIS, Oracle ERP, Composites, Cisco DV, PowerPivot, PowerView, Excel Services, SharePoint Server
Education
The University of Texas at Dallas 2003 — 2005
MS, Computer Science
Saurashtra University 1999 — 2003
BE, Computer Engineering
Campbell Kelley Campbell Kelley's Fidelity Investments Experience August 2015 - Present
Job Director of Operations
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Abandoned Children's Fund December 2011 - Present
Abused Children's Fund, Inc. June 2011 - Present
Santa Rosa Planetarium August 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Financial Analysis, Economics
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (B.A.), Economics
Santa Rosa Junior College 2010 — 2012
Associate's degree, Economics
Fidelity Investments August 2015 - Present
Abandoned Children's Fund December 2011 - Present
Abused Children's Fund, Inc. June 2011 - Present
Santa Rosa Planetarium August 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Financial Analysis, Economics
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (B.A.), Economics
Santa Rosa Junior College 2010 — 2012
Associate's degree, Economics
CHRIS WORLEY CHRIS WORLEY's Fidelity Investments Experience May 2015 - Present
Job User Experience Director, Digital and Creative Strategist, Experience Design and Planning Consultant
Industry Internet
Experience
Fidelity Investments May 2015 - Present
RAPP December 2010 - December 2014
Brasil Summer Fest May 2014 - July 2014
Spoken Layer August 2011 - November 2011
Evoke Interaction May 2009 - January 2011
IMC2 October 2005 - May 2009
Slingshot, LLC 2004 - 2005
EDS 2000 - 2004
Skills
User Experience, Information Architecture, Digital Strategy, Interaction Design, Digital Marketing, User Interface Design, Interactive Marketing, Integrated Marketing, Usability Testing, Online Advertising, Mobile Applications, Web Design, Email Marketing, Experience Design, Content Strategy, Wireframes, Usability, Creative Strategy, Interactive Advertising, Design Strategy, Strategy, Online Marketing, E-commerce, User Experience Design, User-centered Design, Persona, Mobile Design, User Interface, Website Development, Information Design, Service Design, Mobile Devices, Mobile Marketing, Concept Development, Web Analytics, Web Project Management, Creative Direction, Art Direction, Advertising, Social Media Marketing, Digital Media, Marketing, Management
Education
Schreiner University
Bachelor's Degree
Fidelity Investments May 2015 - Present
RAPP December 2010 - December 2014
Brasil Summer Fest May 2014 - July 2014
Spoken Layer August 2011 - November 2011
Evoke Interaction May 2009 - January 2011
IMC2 October 2005 - May 2009
Slingshot, LLC 2004 - 2005
EDS 2000 - 2004
Skills
User Experience, Information Architecture, Digital Strategy, Interaction Design, Digital Marketing, User Interface Design, Interactive Marketing, Integrated Marketing, Usability Testing, Online Advertising, Mobile Applications, Web Design, Email Marketing, Experience Design, Content Strategy, Wireframes, Usability, Creative Strategy, Interactive Advertising, Design Strategy, Strategy, Online Marketing, E-commerce, User Experience Design, User-centered Design, Persona, Mobile Design, User Interface, Website Development, Information Design, Service Design, Mobile Devices, Mobile Marketing, Concept Development, Web Analytics, Web Project Management, Creative Direction, Art Direction, Advertising, Social Media Marketing, Digital Media, Marketing, Management
Education
Schreiner University
Bachelor's Degree
Carla Frederick Carla Frederick's Fidelity Investments Experience 2006 - 2008
Job Principal, Senior Relationship Manager at Mercer
Industry Human Resources
Experience
Mercer September 2013 - Present
Information Services Group May 2011 - August 2013
Ceridian 2009 - 2010
Fidelity Investments 2006 - 2008
ACS 2005 - 2006
Mellon HR Solutions 2002 - 2005
PwC 1998 - 2002
Prudential Financial December 1997 - November 1998
Prudential Financial 1995 - 1997
Prudential Financial 1988 - 1995
Skills
Global HR, BPO, HRIS, Shared Services, HR Transformation, Recruiting, Process Improvement, Human Resources, Employee Benefits, Outsourcing, Account Management, Management Consulting, Offshoring, Operations Management, Change Management, Leadership, Management, Business Process...
Education
Seton Hall University 1982 — 1986
Bachelor of Arts, Sociology and Business Administration
Mercer September 2013 - Present
Information Services Group May 2011 - August 2013
Ceridian 2009 - 2010
Fidelity Investments 2006 - 2008
ACS 2005 - 2006
Mellon HR Solutions 2002 - 2005
PwC 1998 - 2002
Prudential Financial December 1997 - November 1998
Prudential Financial 1995 - 1997
Prudential Financial 1988 - 1995
Skills
Global HR, BPO, HRIS, Shared Services, HR Transformation, Recruiting, Process Improvement, Human Resources, Employee Benefits, Outsourcing, Account Management, Management Consulting, Offshoring, Operations Management, Change Management, Leadership, Management, Business Process...
Education
Seton Hall University 1982 — 1986
Bachelor of Arts, Sociology and Business Administration
Ronald Seegers Ronald Seegers's Fidelity Investments Experience August 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Eagle Strategies, LLC & New York Life Insurance Company November 2013 - August 2015
New York Life Insurance Company December 2002 - December 2011
Skills
Retirement Planning, Retirement, Investments, 401k Rollovers, IRA Rollovers, Lifetime Income..., ChFC, Problem Solving, Life Insurance, Legacy Planning, Protection..., Small Business, Permanent Life Insurance, Whole Life Insurance, Term Life Insurance, Personal Finance, Annuity Sales, Asset Protection, Relationship Management, Risk Management, Wealth Preservation..., Wealth Transfer..., Licensed Life Insurance..., Buy-sell Agreements, Estate Planning, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Insurance, IRAs, Business Insurance, Wealth Transfer, Wealth Preservation
Education
Seton Hall University 2000 — 2003
Master of Business Administration (MBA), Finance, General
University of Richmond 1992 — 1996
Bachelor of Arts (BA), Social Sciences
Bayley Ellard High School 1988 — 1992
Fidelity Investments August 2015 - Present
Eagle Strategies, LLC & New York Life Insurance Company November 2013 - August 2015
New York Life Insurance Company December 2002 - December 2011
Skills
Retirement Planning, Retirement, Investments, 401k Rollovers, IRA Rollovers, Lifetime Income..., ChFC, Problem Solving, Life Insurance, Legacy Planning, Protection..., Small Business, Permanent Life Insurance, Whole Life Insurance, Term Life Insurance, Personal Finance, Annuity Sales, Asset Protection, Relationship Management, Risk Management, Wealth Preservation..., Wealth Transfer..., Licensed Life Insurance..., Buy-sell Agreements, Estate Planning, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Insurance, IRAs, Business Insurance, Wealth Transfer, Wealth Preservation
Education
Seton Hall University 2000 — 2003
Master of Business Administration (MBA), Finance, General
University of Richmond 1992 — 1996
Bachelor of Arts (BA), Social Sciences
Bayley Ellard High School 1988 — 1992
Muktesh Bansal Muktesh Bansal's Fidelity Investments Experience November 2008 - January 2009
Job Principal Developer at Zenith Insurance Company (United States)
Industry Computer Software
Experience
Zenith Insurance Company (United States) February 2015 - Present
Zenith Insurance Company (United States) May 2011 - February 2015
Mphasis June 2010 - May 2011
Mphasis January 2009 - June 2010
Fidelity Investments November 2008 - January 2009
Wipro Technologies June 2007 - November 2008
Skills
Business Intelligence, SharePoint, Documentum, Enterprise Content..., Captiva, Content Management, Agile Methodologies, ETL, SSRS, SSIS, SSAS 2008, Business Objects, Java Enterprise Edition, PL/SQL, SQL, Web Services, SDLC, Oracle, Visual Basic, ECM, Microsoft SQL Server, Software Development, C#, .NET, Scrum, Crystal Reports, Business Process
Education
Sathyabama University 2003 — 2007
B.E., Computer Science
City Montessory Inter College, Lucknow 1985 — 2001
XII, PCM
Zenith Insurance Company (United States) February 2015 - Present
Zenith Insurance Company (United States) May 2011 - February 2015
Mphasis June 2010 - May 2011
Mphasis January 2009 - June 2010
Fidelity Investments November 2008 - January 2009
Wipro Technologies June 2007 - November 2008
Skills
Business Intelligence, SharePoint, Documentum, Enterprise Content..., Captiva, Content Management, Agile Methodologies, ETL, SSRS, SSIS, SSAS 2008, Business Objects, Java Enterprise Edition, PL/SQL, SQL, Web Services, SDLC, Oracle, Visual Basic, ECM, Microsoft SQL Server, Software Development, C#, .NET, Scrum, Crystal Reports, Business Process
Education
Sathyabama University 2003 — 2007
B.E., Computer Science
City Montessory Inter College, Lucknow 1985 — 2001
XII, PCM
Amy Andrus's Fidelity Investments Experience October 1993 - October 2000
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
RBS Markets and International Banking July 2012 - December 2014
Goldman Sachs November 2009 - July 2012
Forest Pharmaceuticals May 2005 - October 2009
Goldman Sachs October 2000 - May 2005
Fidelity Investments October 1993 - October 2000
Skills
Financial Operations, Equity Trading, Agency MBS, Series 99, Fixed Income, Bloomberg, Sales Operations, Bonds, Back Office, ABS, CRM, Structured Products, Financial Analysis, Financial Modeling, Investment Banking, Management, Securities, Trading, Banking, Equities, Risk Management
Education
University of St. Andrews 1990 — 1993
Master of Arts (M.A.), Modern History
Scripps College 1988 — 1989
Morgan Stanley January 2015 - Present
RBS Markets and International Banking July 2012 - December 2014
Goldman Sachs November 2009 - July 2012
Forest Pharmaceuticals May 2005 - October 2009
Goldman Sachs October 2000 - May 2005
Fidelity Investments October 1993 - October 2000
Skills
Financial Operations, Equity Trading, Agency MBS, Series 99, Fixed Income, Bloomberg, Sales Operations, Bonds, Back Office, ABS, CRM, Structured Products, Financial Analysis, Financial Modeling, Investment Banking, Management, Securities, Trading, Banking, Equities, Risk Management
Education
University of St. Andrews 1990 — 1993
Master of Arts (M.A.), Modern History
Scripps College 1988 — 1989
Michael Vertin, AWMA® Michael Vertin, AWMA®'s Fidelity Investments Experience November 2010 - May 2011
Job Investment Advisor at American Century Investments
Industry Financial Services
Experience
American Century Investments September 2011 - Present
Fidelity Investments November 2010 - May 2011
Charles Schwab March 1998 - November 2010
Skills
Series 7, Investments, Finance, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, 529 Plans, Investment Strategies, Investment Advisory
Education
San Jose State University 1977 — 1980
Accounting
American Century Investments September 2011 - Present
Fidelity Investments November 2010 - May 2011
Charles Schwab March 1998 - November 2010
Skills
Series 7, Investments, Finance, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, 529 Plans, Investment Strategies, Investment Advisory
Education
San Jose State University 1977 — 1980
Accounting
Ellen M Carlson Ellen M Carlson's Fidelity Investments Experience March 2015 - May 2015
Job Business Analyst Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2015 - May 2015
LeapFrog Systems 2013 - May 2015
TIAA-CREF 2013 - 2014
ING 2008 - 2012
CitiStreet 2005 - 2008
CitiStreet 1999 - 2005
Teknor Apex Company 1991 - 1999
AT&T 1975 - 1989
Skills
Business Requirements, Business Process, Software Development, COBOL, SQL, Web Applications, Project Management, CICS, Retirement, Microsoft Applications, SDLC, Agile Methodolgy, Total Quality Assurance, Use Case Analysis, User Acceptance Testing, Situational Leadership, 401(K) Plans, OmniPlan/OmniPlus, Toad 9.0, MVS JCL, Unix/Linux Scripting
Education
Worcester Polytechnic Institute 1970 — 1974
Bachelor of Science (BS), Mathematics and Computer Science
Seton Hall University 1979 — 1981
Master of Business Administration (MBA)
Fidelity Investments March 2015 - May 2015
LeapFrog Systems 2013 - May 2015
TIAA-CREF 2013 - 2014
ING 2008 - 2012
CitiStreet 2005 - 2008
CitiStreet 1999 - 2005
Teknor Apex Company 1991 - 1999
AT&T 1975 - 1989
Skills
Business Requirements, Business Process, Software Development, COBOL, SQL, Web Applications, Project Management, CICS, Retirement, Microsoft Applications, SDLC, Agile Methodolgy, Total Quality Assurance, Use Case Analysis, User Acceptance Testing, Situational Leadership, 401(K) Plans, OmniPlan/OmniPlus, Toad 9.0, MVS JCL, Unix/Linux Scripting
Education
Worcester Polytechnic Institute 1970 — 1974
Bachelor of Science (BS), Mathematics and Computer Science
Seton Hall University 1979 — 1981
Master of Business Administration (MBA)
Dan Losito, CEP's Fidelity Investments Experience August 2007 - January 2011
Job Relationship Manager, E*Trade Corporate Services
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Google September 2012 - April 2015
Motorola February 2011 - August 2012
Fidelity Investments August 2007 - January 2011
Fidelity Investments December 2006 - August 2007
Fidelity Investments December 2005 - November 2006
Fidelity Investments October 2004 - November 2005
Skills
Investments, Equities, Management, Mergers & Acquisitions, Risk Management, Trading, Process Improvement, Business Planning, Customer Service, Project Planning, Mutual Funds, Finance, Sales, Financial Analysis, Leadership, Financial Services
Education
Santa Clara University 2006 — 2008
CEP
Xavier University 2006 — 2008
Masters, Business Administration
University of Dayton 2000 — 2004
Bachelor of Science, Business Administration; Marketing
Alter High School
Alter High School
E*TRADE Financial Corporation May 2015 - Present
Google September 2012 - April 2015
Motorola February 2011 - August 2012
Fidelity Investments August 2007 - January 2011
Fidelity Investments December 2006 - August 2007
Fidelity Investments December 2005 - November 2006
Fidelity Investments October 2004 - November 2005
Skills
Investments, Equities, Management, Mergers & Acquisitions, Risk Management, Trading, Process Improvement, Business Planning, Customer Service, Project Planning, Mutual Funds, Finance, Sales, Financial Analysis, Leadership, Financial Services
Education
Santa Clara University 2006 — 2008
CEP
Xavier University 2006 — 2008
Masters, Business Administration
University of Dayton 2000 — 2004
Bachelor of Science, Business Administration; Marketing
Alter High School
Alter High School
Eric Chy's Fidelity Investments Experience February 2001 - June 2010
Job IT Remote Support Specialist at Zensar Technologies
Industry Information Technology and Services
Experience
Zensar Technologies January 2011 - Present
Fidelity Investments February 2001 - June 2010
Skills
Technical Support, Microsoft Exchange, Operating Systems, VPN, Hardware, XP, Visio, Software Installation, Windows XP, Troubleshooting
Education
New Horizons Learning Center 2010 — 2011
Certificate, A+ Certified
Lincoln Technical Institute 2000 — 2001
Certificate, Computer Technician
Santa Ana College
Zensar Technologies January 2011 - Present
Fidelity Investments February 2001 - June 2010
Skills
Technical Support, Microsoft Exchange, Operating Systems, VPN, Hardware, XP, Visio, Software Installation, Windows XP, Troubleshooting
Education
New Horizons Learning Center 2010 — 2011
Certificate, A+ Certified
Lincoln Technical Institute 2000 — 2001
Certificate, Computer Technician
Santa Ana College
Vinson Alvin Vinson Alvin's Fidelity Investments Experience 1996 - 1998
Job Pilot at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways March 2008 - Present
Mesa Airlines January 2003 - January 2008
Fidelity Investments 1996 - 1998
Skills
Commercial Aviation, Airlines, Aviation, Piloting, Type Rating
Education
San Juan College 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Aviation Technology
Stephen F. Austin State University 1993 — 1996
B.B.A., Finance
JetBlue Airways March 2008 - Present
Mesa Airlines January 2003 - January 2008
Fidelity Investments 1996 - 1998
Skills
Commercial Aviation, Airlines, Aviation, Piloting, Type Rating
Education
San Juan College 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Aviation Technology
Stephen F. Austin State University 1993 — 1996
B.B.A., Finance
Derek C. DeAngelis's Fidelity Investments Experience April 2010 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Fidelity Investments January 2006 - April 2010
MetLife Resources January 2004 - January 2006
Fidelity Investments January 2000 - January 2004
Skills
Financial Services, Relationship Management, Series 7, Account Management, Mutual Funds, Sales, Series 63, Investments, Insurance, CRM
Education
University of Vermont 1996 — 2000
Bachelor of Arts (BA), Psychology and Business
School for International Training
Social Psychology
Fidelity Investments April 2010 - Present
Fidelity Investments January 2006 - April 2010
MetLife Resources January 2004 - January 2006
Fidelity Investments January 2000 - January 2004
Skills
Financial Services, Relationship Management, Series 7, Account Management, Mutual Funds, Sales, Series 63, Investments, Insurance, CRM
Education
University of Vermont 1996 — 2000
Bachelor of Arts (BA), Psychology and Business
School for International Training
Social Psychology
Aliya Ladha Aliya Ladha's Fidelity Investments Experience December 2013 - Present
Job Bilingual Advisor Service Centre Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Chubb February 2012 - October 2013
CNIB September 2010 - February 2012
Scarborough Optometry, Scarborough September 2009 - May 2010
Laura Secord April 2009 - December 2009
Skills
French, Customer Service, Word, Excel, Customer Relations, Microsoft Office, Problem Solving, Microsoft Excel, Microsoft Word, Project Management, Social Media, Time Management, New Business Development, Marketing Communications, Software Documentation, Sales
Education
Seneca College of Applied Arts and Technology 2008 — 2010
Diploma, Executive Office Administration
York University, North York
International Studies
Fidelity Investments December 2013 - Present
Chubb February 2012 - October 2013
CNIB September 2010 - February 2012
Scarborough Optometry, Scarborough September 2009 - May 2010
Laura Secord April 2009 - December 2009
Skills
French, Customer Service, Word, Excel, Customer Relations, Microsoft Office, Problem Solving, Microsoft Excel, Microsoft Word, Project Management, Social Media, Time Management, New Business Development, Marketing Communications, Software Documentation, Sales
Education
Seneca College of Applied Arts and Technology 2008 — 2010
Diploma, Executive Office Administration
York University, North York
International Studies
Christopher Bassett Christopher Bassett's Fidelity Investments Experience 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Sunspeed Enterprises January 2014 - May 2014
Ballymeade Country Club June 2013 - September 2013
Ballymeade Country Club July 2010 - September 2013
New Seabury Country Club May 2009 - September 2010
Skills
Microsoft Excel, Access, MS Excel Pivot Tables, Self-motivated Team..., Energetic Leader, WordPress, PowerPoint, Tennis, Marketing, Analysis, Public Speaking, Research, Event Planning, Nonprofits, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Alumni
St. Marks School 2006 — 2010
High School Diploma
Fidelity Investments 2014 - Present
Sunspeed Enterprises January 2014 - May 2014
Ballymeade Country Club June 2013 - September 2013
Ballymeade Country Club July 2010 - September 2013
New Seabury Country Club May 2009 - September 2010
Skills
Microsoft Excel, Access, MS Excel Pivot Tables, Self-motivated Team..., Energetic Leader, WordPress, PowerPoint, Tennis, Marketing, Analysis, Public Speaking, Research, Event Planning, Nonprofits, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Alumni
St. Marks School 2006 — 2010
High School Diploma
Gene Herbster's Fidelity Investments Experience 1995 - 2004
Job President, Gene A. Herbster & Associates, Inc.
Industry Management Consulting
Experience
Gene A. Herbster & Associates, Inc. February 1977 - Present
manhatanville College 2002 - 2013
manhatanville College 2002 - 2013
manhatanville College 2004 - 2011
Arete Associates 2003 - 2011
manhatanville College 2001 - 2011
BioVigilant 2002 - 2010
Marketaxess 2000 - 2006
Fidelity Investments 1995 - 2004
Deloitte&Touche 1992 - 2002
Skills
Team Building, Executive Coaching, Leadership Development, Change Management, Strategy, Leadership, Management, Program Management, Management Consulting, Executive Management, Coaching, Start-ups, Business Strategy, Consulting
Education
Stevens Institute of Technology 1977 — 1979
MS, Organizational Science
Seton Hall University 1969 — 1972
MA, Group Psychology
Gene A. Herbster & Associates, Inc. February 1977 - Present
manhatanville College 2002 - 2013
manhatanville College 2002 - 2013
manhatanville College 2004 - 2011
Arete Associates 2003 - 2011
manhatanville College 2001 - 2011
BioVigilant 2002 - 2010
Marketaxess 2000 - 2006
Fidelity Investments 1995 - 2004
Deloitte&Touche 1992 - 2002
Skills
Team Building, Executive Coaching, Leadership Development, Change Management, Strategy, Leadership, Management, Program Management, Management Consulting, Executive Management, Coaching, Start-ups, Business Strategy, Consulting
Education
Stevens Institute of Technology 1977 — 1979
MS, Organizational Science
Seton Hall University 1969 — 1972
MA, Group Psychology
Farhad Ghassemi Farhad Ghassemi's Fidelity Investments Experience February 2011 - March 2013
Job Machine Learning Scientist
Industry Research
Experience
Amazon April 2013 - Present
Fidelity Investments February 2011 - March 2013
MIT Sloan School of Management September 2009 - January 2011
Sauder School of Business at UBC September 2008 - September 2009
Skills
Matlab, Simulations, Machine Learning, Statistics, Data Analysis, Signal Processing, R, Statistical Signal..., Optimal Control, SQL, Hive, Hadoop, Python, Big Data, Logistic Regression, Particle Filters, Kalman filtering, SAS, Unix Shell Scripting, Optimization, Pattern Recognition, Algorithms
Education
The University of British Columbia 2003 — 2008
Ph.D., Electrical and Computer Engineering
Sharif University of Technology 1992 — 1997
Bachelor's degree, Electrical Engineering - Major in Control
Amazon April 2013 - Present
Fidelity Investments February 2011 - March 2013
MIT Sloan School of Management September 2009 - January 2011
Sauder School of Business at UBC September 2008 - September 2009
Skills
Matlab, Simulations, Machine Learning, Statistics, Data Analysis, Signal Processing, R, Statistical Signal..., Optimal Control, SQL, Hive, Hadoop, Python, Big Data, Logistic Regression, Particle Filters, Kalman filtering, SAS, Unix Shell Scripting, Optimization, Pattern Recognition, Algorithms
Education
The University of British Columbia 2003 — 2008
Ph.D., Electrical and Computer Engineering
Sharif University of Technology 1992 — 1997
Bachelor's degree, Electrical Engineering - Major in Control
Susan Kulmacz Susan Kulmacz's Fidelity Investments Experience August 1997 - June 2003
Job
Industry
Experience
Santa Fe College August 2002 - Present
Fidelity Investments August 1997 - June 2003
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Customer Service, Windows, Process Improvement, Community Outreach
Education
Santa Fe College
Santa Fe College August 2002 - Present
Fidelity Investments August 1997 - June 2003
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Customer Service, Windows, Process Improvement, Community Outreach
Education
Santa Fe College
Mark Zhang's Fidelity Investments Experience June 2008 - December 2008
Job Independent IT Architecture Consulting
Industry Investment Banking
Experience
KVS Enterprise LLC June 2005 - Present
AGT International November 2009 - Present
4D Security Solutions, Inc. November 2009 - Present
Symantec April 2009 - November 2009
Perry Capital December 2008 - February 2009
Fidelity Investments June 2008 - December 2008
Merrill Lynch August 2007 - May 2008
Nomura Securities International March 2006 - August 2007
Coach Inc. May 2005 - February 2006
Commerzbank Capital Market Corp. October 1998 - April 2005
Skills
VMware Infrastructure, NetApp Filers, Enterprise Vault, Microsoft Technologies, Cisco Switches, Scripting, Visio, VCP, Active Directory, NetApp, Windows Server, HP, VMware, Cisco UCS, Flexpod Archetict (UCS..., Microsoft Exchange, IT Management, Disaster Recovery, Cisco Nexus, Firewalls, Networking, High Availability, Data Center, Storage, Business Continuity, WAN, Infrastructure, Switches, Dell PowerEdge Servers, Integration, Cisco Technologies, TCP/IP, IT Strategy, HP Proliant, Project Management, Storage Area Networks, Cluster, iSCSI, Architectures, Group Policy, Virtualization, IT Operations, Enterprise Architecture, VMware ESX, Architecture
Education
Shanghai Jiao Tong University, Shanghai China 1979 — 1983
BS, Electronic Instrumentation
KVS Enterprise LLC June 2005 - Present
AGT International November 2009 - Present
4D Security Solutions, Inc. November 2009 - Present
Symantec April 2009 - November 2009
Perry Capital December 2008 - February 2009
Fidelity Investments June 2008 - December 2008
Merrill Lynch August 2007 - May 2008
Nomura Securities International March 2006 - August 2007
Coach Inc. May 2005 - February 2006
Commerzbank Capital Market Corp. October 1998 - April 2005
Skills
VMware Infrastructure, NetApp Filers, Enterprise Vault, Microsoft Technologies, Cisco Switches, Scripting, Visio, VCP, Active Directory, NetApp, Windows Server, HP, VMware, Cisco UCS, Flexpod Archetict (UCS..., Microsoft Exchange, IT Management, Disaster Recovery, Cisco Nexus, Firewalls, Networking, High Availability, Data Center, Storage, Business Continuity, WAN, Infrastructure, Switches, Dell PowerEdge Servers, Integration, Cisco Technologies, TCP/IP, IT Strategy, HP Proliant, Project Management, Storage Area Networks, Cluster, iSCSI, Architectures, Group Policy, Virtualization, IT Operations, Enterprise Architecture, VMware ESX, Architecture
Education
Shanghai Jiao Tong University, Shanghai China 1979 — 1983
BS, Electronic Instrumentation
Gunaselan Varathan's Fidelity Investments Experience July 2013 - Present
Job Team Lead/Consultant at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2013 - Present
EBSCO April 2009 - June 2013
EBSCO Publishing 2009 - 2013
UMass Medical School September 2001 - May 2009
University of Massachusetts Medical School 2002 - April 2009
UMass Medical School August 2001 - April 2009
Alliance Consulting August 2001 - September 2001
Education
Sathyabama University 1993 — 1997
BE, Electronics and Communication
University of Madras 1993 — 1997
BE, Electronics and Communication
Fidelity Investments July 2013 - Present
EBSCO April 2009 - June 2013
EBSCO Publishing 2009 - 2013
UMass Medical School September 2001 - May 2009
University of Massachusetts Medical School 2002 - April 2009
UMass Medical School August 2001 - April 2009
Alliance Consulting August 2001 - September 2001
Education
Sathyabama University 1993 — 1997
BE, Electronics and Communication
University of Madras 1993 — 1997
BE, Electronics and Communication
Rudy Bhagwandin's Fidelity Investments Experience October 2005 - March 2007
Job Sr. Network Analyst at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal June 2007 - Present
Paradigm Network Solutions March 2007 - Present
Fidelity Investments October 2005 - March 2007
Tele Tech 2000 - 2002
Skills
Cisco IOS, Checkpoint, Juniper, Netscreen, HP Openview, Data Center, Computer Network..., Cisco Technologies, Network Security, Routers, Network Administration, Cisco, Cisco Catalyst Switches, Cisco UCS, Cisco FEX, Cisco OTV, Cisco VPC, Cisco Nexus 7000, Avaya, Nortel switches, Nortel, Radware, Alteon, Cisco Nexus, STRM, NOC, Cisco NXOS, IJWL, RingMaster, RingMaster Global, SmartPass, Juniper WLC, Juniper WLA
Education
Seneca College of Applied Arts and Technology 2001 — 2006
CNS CTY, Network Support
Bank of Montreal June 2007 - Present
Paradigm Network Solutions March 2007 - Present
Fidelity Investments October 2005 - March 2007
Tele Tech 2000 - 2002
Skills
Cisco IOS, Checkpoint, Juniper, Netscreen, HP Openview, Data Center, Computer Network..., Cisco Technologies, Network Security, Routers, Network Administration, Cisco, Cisco Catalyst Switches, Cisco UCS, Cisco FEX, Cisco OTV, Cisco VPC, Cisco Nexus 7000, Avaya, Nortel switches, Nortel, Radware, Alteon, Cisco Nexus, STRM, NOC, Cisco NXOS, IJWL, RingMaster, RingMaster Global, SmartPass, Juniper WLC, Juniper WLA
Education
Seneca College of Applied Arts and Technology 2001 — 2006
CNS CTY, Network Support
Nancy Riggs's Fidelity Investments Experience January 2010 - October 2012
Job Human Resources Business Partner
Industry Human Resources
Experience
Fidelity Investments January 2010 - October 2012
Fidelity Investments August 2008 - January 2010
Fidelity Investments June 2007 - August 2008
ACS April 2006 - June 2007
ACS April 2005 - April 2006
Mellon HR Solutions 2001 - 2005
Skills
Employee Benefits, Outsourcing, Shared Services, HRIS, HR Transformation, Performance Management, Benefits Administration
Education
Seton Hall University
Bachelor of Arts (B.A.), Social Work
Fidelity Investments January 2010 - October 2012
Fidelity Investments August 2008 - January 2010
Fidelity Investments June 2007 - August 2008
ACS April 2006 - June 2007
ACS April 2005 - April 2006
Mellon HR Solutions 2001 - 2005
Skills
Employee Benefits, Outsourcing, Shared Services, HRIS, HR Transformation, Performance Management, Benefits Administration
Education
Seton Hall University
Bachelor of Arts (B.A.), Social Work
Pradyumn Patel's Fidelity Investments Experience June 2004 - October 2008
Job Sr. Data Warehouse Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia Securities September 2008 - January 2009
Fidelity Investments June 2004 - October 2008
Skills
Data Management, Data Warehousing, Business Intelligence, Database Design, Data Analysis, Requirements Analysis, Data Modeling, ETL, Microsoft SQL Server, DB2, Oracle 9i, SSIS, SSRS, SSAS 2008, .NET, SharePoint, Cubes, Data Mining, Database Administration, Microstrategy, Informatica, Business Analysis, Business Systems..., Data Quality, Software Quality..., Production Support, SQL, Brio Reports, Analytical Systems, Technical Leadership, Agile Methodologies, Data Architecture, SAS, Batch Processing, Team Leadership, Business Analytics, Requirements Gathering
Education
Saurashtra University
BS, Computer Science
The University of Texas at Dallas
MS, Computer Science
Wells Fargo January 2009 - Present
Wachovia Securities September 2008 - January 2009
Fidelity Investments June 2004 - October 2008
Skills
Data Management, Data Warehousing, Business Intelligence, Database Design, Data Analysis, Requirements Analysis, Data Modeling, ETL, Microsoft SQL Server, DB2, Oracle 9i, SSIS, SSRS, SSAS 2008, .NET, SharePoint, Cubes, Data Mining, Database Administration, Microstrategy, Informatica, Business Analysis, Business Systems..., Data Quality, Software Quality..., Production Support, SQL, Brio Reports, Analytical Systems, Technical Leadership, Agile Methodologies, Data Architecture, SAS, Batch Processing, Team Leadership, Business Analytics, Requirements Gathering
Education
Saurashtra University
BS, Computer Science
The University of Texas at Dallas
MS, Computer Science
Sameer Malik's Fidelity Investments Experience July 2000 - August 2004
Job Project Manager at LCBO
Industry Computer & Network Security
Experience
LCBO April 2015 - Present
Brigient Technology Services Inc. March 2014 - Present
B2B Bank July 2014 - April 2015
Express Scripts Canada May 2012 - April 2014
Express Scripts Canada July 2006 - April 2012
Express Scripts Canada August 2004 - July 2006
Fidelity Investments July 2000 - August 2004
Skills
Visio, ITIL, PMP, Requirements Analysis, Unix, SDLC, Disaster Recovery, Integration, Project Management, SQL, IT Management, Software Project..., Microsoft SQL Server, IT Strategy, Management, Change Management
Education
University of Toronto at Mississauga - Erindale College 1991 — 1997
Honours BA, Economics/Pol. Sci. Specialist
Seneca College of Applied Arts and Technology 1997 — 1998
International Business Management - Post Diploma
Institute for Computer Studies 1999 — 1999
Microsoft, Networking, and Database Managment
LCBO April 2015 - Present
Brigient Technology Services Inc. March 2014 - Present
B2B Bank July 2014 - April 2015
Express Scripts Canada May 2012 - April 2014
Express Scripts Canada July 2006 - April 2012
Express Scripts Canada August 2004 - July 2006
Fidelity Investments July 2000 - August 2004
Skills
Visio, ITIL, PMP, Requirements Analysis, Unix, SDLC, Disaster Recovery, Integration, Project Management, SQL, IT Management, Software Project..., Microsoft SQL Server, IT Strategy, Management, Change Management
Education
University of Toronto at Mississauga - Erindale College 1991 — 1997
Honours BA, Economics/Pol. Sci. Specialist
Seneca College of Applied Arts and Technology 1997 — 1998
International Business Management - Post Diploma
Institute for Computer Studies 1999 — 1999
Microsoft, Networking, and Database Managment
Nalini Vallurupalli, CISA's Fidelity Investments Experience 2004 - 2009
Job Sr. IT Project Manager at CVS Health
Industry Retail
Experience
CVS Health March 2014 - Present
BJ's Wholesale Club 2010 - February 2014
Oracle Corporation 2009 - 2010
Fidelity Investments 2004 - 2009
Invensys 2003 - 2004
Realeum 2002 - 2002
ThinkEngine Networks 2001 - 2002
Riverdelta Networks 2000 - 2001
Skills
ClearCase, Quality Assurance, Enterprise Architecture, SDLC, Release Management, Unix, Perl, Agile Methodologies, Software Project..., Integration, Configuration Management, Requirements Analysis, Rational Team Concert, Rational Quality Manager, RequisitePro, Build Forge, Process Improvement, Software Configuration..., Management, Project Planning, ClearQuest, IT Management, Strategy, Leadership
Education
Sardar Patel University 1990 — 1993
MCA, Computer Applications
St Anns Womens College/ Osmania University 1987 — 1990
BSC, Life Sciences
CVS Health March 2014 - Present
BJ's Wholesale Club 2010 - February 2014
Oracle Corporation 2009 - 2010
Fidelity Investments 2004 - 2009
Invensys 2003 - 2004
Realeum 2002 - 2002
ThinkEngine Networks 2001 - 2002
Riverdelta Networks 2000 - 2001
Skills
ClearCase, Quality Assurance, Enterprise Architecture, SDLC, Release Management, Unix, Perl, Agile Methodologies, Software Project..., Integration, Configuration Management, Requirements Analysis, Rational Team Concert, Rational Quality Manager, RequisitePro, Build Forge, Process Improvement, Software Configuration..., Management, Project Planning, ClearQuest, IT Management, Strategy, Leadership
Education
Sardar Patel University 1990 — 1993
MCA, Computer Applications
St Anns Womens College/ Osmania University 1987 — 1990
BSC, Life Sciences
Mrugesh Shukla's Fidelity Investments Experience March 2010 - November 2011
Job Manager, Software Engineering at Manhattan Associates
Industry Information Technology and Services
Experience
Manhattan Associates November 2014 - Present
John Deere August 2013 - November 2014
Aquent November 2012 - November 2014
Symphony Teleca December 2011 - November 2012
Fidelity Investments March 2010 - November 2011
Sapient March 2010 - November 2011
Oracle India January 2005 - March 2010
Vaman Technologies 2003 - 2004
Skills
Software Design Patterns, Web Services, J2EE Application..., JMS, Agile Methodologies, JMX, Spring DI, Spring Integration, Hibernate 3.1, ClearCase, Mentoring, Proof of Concept, Requirements Analysis, Performance Improvement, XML Schema, Spring, Integration, Java Enterprise Edition, JDBC, Weblogic, SOA, XML, Unix, Oracle, Ant, Design Patterns, Tomcat, EJB, Struts, Servlets, PL/SQL, Hibernate, Performance Tuning, SOAP, Eclipse, Architecture, JSP, Core Java, Continuous Integration, REST, MongoDB, Multithreading
Education
Saurashtra University 1999 — 2002
Bachelor of Computer Application
Symbiosis Center for Distance Learning
PGDBA, Business Administration, Management and Operations
VC Highschool
Manhattan Associates November 2014 - Present
John Deere August 2013 - November 2014
Aquent November 2012 - November 2014
Symphony Teleca December 2011 - November 2012
Fidelity Investments March 2010 - November 2011
Sapient March 2010 - November 2011
Oracle India January 2005 - March 2010
Vaman Technologies 2003 - 2004
Skills
Software Design Patterns, Web Services, J2EE Application..., JMS, Agile Methodologies, JMX, Spring DI, Spring Integration, Hibernate 3.1, ClearCase, Mentoring, Proof of Concept, Requirements Analysis, Performance Improvement, XML Schema, Spring, Integration, Java Enterprise Edition, JDBC, Weblogic, SOA, XML, Unix, Oracle, Ant, Design Patterns, Tomcat, EJB, Struts, Servlets, PL/SQL, Hibernate, Performance Tuning, SOAP, Eclipse, Architecture, JSP, Core Java, Continuous Integration, REST, MongoDB, Multithreading
Education
Saurashtra University 1999 — 2002
Bachelor of Computer Application
Symbiosis Center for Distance Learning
PGDBA, Business Administration, Management and Operations
VC Highschool
Rick Roderer's Fidelity Investments Experience February 1993 - January 1994
Job Owner, FASTSIGNS
Industry Retail
Experience
FASTSIGNS April 1995 - Present
Fidelity Investments February 1993 - January 1994
Press Coomunity Newspapers April 1992 - January 1993
Education
University of Cincinnati 1985 — 1990
San Jose State University
FASTSIGNS April 1995 - Present
Fidelity Investments February 1993 - January 1994
Press Coomunity Newspapers April 1992 - January 1993
Education
University of Cincinnati 1985 — 1990
San Jose State University
Luigi Bastone's Fidelity Investments Experience September 2006 - January 2010
Job Vice President at Citi
Industry Financial Services
Experience
Citi July 2012 - Present
Deloitte & Touche April 2010 - July 2012
Fidelity Investments September 2006 - January 2010
Skills
Capital Markets, Series 7, Securities, Equities, Fixed Income, Trading, Trading Systems, Investments, Financial Services, Bloomberg, Derivatives, Hedge Funds, Investment Advisory, Options, Series 63
Education
Seton Hall University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Citi July 2012 - Present
Deloitte & Touche April 2010 - July 2012
Fidelity Investments September 2006 - January 2010
Skills
Capital Markets, Series 7, Securities, Equities, Fixed Income, Trading, Trading Systems, Investments, Financial Services, Bloomberg, Derivatives, Hedge Funds, Investment Advisory, Options, Series 63
Education
Seton Hall University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Joan Yasi's Fidelity Investments Experience September 1996 - February 2001
Job Sr Technical Consultant, Enterprise Systems Support Mgr (Contract) at CIBC Mellon
Industry Information Technology and Services
Experience
CIBC Mellon/CIBC November 2012 - March 2014
Symtech Innovations April 2012 - October 2012
FundSERV Inc. August 2008 - November 2010
CIBC World Markets October 2005 - February 2008
Cogeco Cable December 2002 - September 2005
Hydro One March 2001 - October 2001
Fidelity Investments September 1996 - February 2001
Eaton 1983 - 1994
Skills
ITIL, Data Center, Problem Solving, Change Management, Strategic Planning, Disaster Recovery, Vendor Management, Solaris, Team Leadership, Coaching, Business Continuity, Troubleshooting, Visio, MS Project, Team Building, Customer Service, Budgeting, SLA, IT Management, Analysis, Management, Telecommunications, Sla, Servers, Budgets, Integration, Infrastructure, Risk Management, Cross-functional Team..., Unix, System Deployment, CRM, Information Technology, IT Service Management
Education
Seneca College of Applied Arts and Technology 1981 — 1983
Computer Operations
CIBC Mellon/CIBC November 2012 - March 2014
Symtech Innovations April 2012 - October 2012
FundSERV Inc. August 2008 - November 2010
CIBC World Markets October 2005 - February 2008
Cogeco Cable December 2002 - September 2005
Hydro One March 2001 - October 2001
Fidelity Investments September 1996 - February 2001
Eaton 1983 - 1994
Skills
ITIL, Data Center, Problem Solving, Change Management, Strategic Planning, Disaster Recovery, Vendor Management, Solaris, Team Leadership, Coaching, Business Continuity, Troubleshooting, Visio, MS Project, Team Building, Customer Service, Budgeting, SLA, IT Management, Analysis, Management, Telecommunications, Sla, Servers, Budgets, Integration, Infrastructure, Risk Management, Cross-functional Team..., Unix, System Deployment, CRM, Information Technology, IT Service Management
Education
Seneca College of Applied Arts and Technology 1981 — 1983
Computer Operations
Thomas Pugliese's Fidelity Investments Experience 2004 - 2006
Job Institutional Equity Sales Trader at KCG Holdings
Industry Financial Services
Experience
Knight Capital Group February 2013 - Present
KMB Design Group, LLC September 2012 - January 2013
Knight Capital Group February 2007 - August 2012
Fidelity Investments 2004 - 2006
Skills
Series 7, Series 63, ETFs, Bloomberg, Equities, Securities, Trading, Hedge Funds, Fixed Income, Capital Markets, Mutual Funds, Equity Trading, Investments, FINRA, FX Options, Market Making, Electronic Trading, Trading Systems, Alternative Investments, Financial Services, Market Data, Proprietary Trading, Asset Management, Asset Allocation, Prime Brokerage, Derivatives, Bloomberg Terminal, Financial Markets, Portfolio Management, Bonds, Equity Research, Equity Derivatives
Education
Seton Hall University 1999 — 2004
BA, Buiness Management
Knight Capital Group February 2013 - Present
KMB Design Group, LLC September 2012 - January 2013
Knight Capital Group February 2007 - August 2012
Fidelity Investments 2004 - 2006
Skills
Series 7, Series 63, ETFs, Bloomberg, Equities, Securities, Trading, Hedge Funds, Fixed Income, Capital Markets, Mutual Funds, Equity Trading, Investments, FINRA, FX Options, Market Making, Electronic Trading, Trading Systems, Alternative Investments, Financial Services, Market Data, Proprietary Trading, Asset Management, Asset Allocation, Prime Brokerage, Derivatives, Bloomberg Terminal, Financial Markets, Portfolio Management, Bonds, Equity Research, Equity Derivatives
Education
Seton Hall University 1999 — 2004
BA, Buiness Management
Erin Fields's Fidelity Investments Experience June 2011 - Present
Job Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments October 2010 - June 2011
Education
Seattle University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Whitman College 2003 — 2007
Bachelor of Arts (B.A.), Biology, General
Fidelity Investments June 2011 - Present
Fidelity Investments October 2010 - June 2011
Education
Seattle University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Whitman College 2003 — 2007
Bachelor of Arts (B.A.), Biology, General
Joe Nagel's Fidelity Investments Experience September 2000 - Present
Job Senior Director, Client Management, Fidelity Investments/NFS
Industry Financial Services
Experience
Fidelity Investments September 2000 - Present
Education
Sewanee-The University of the South 1995 — 1999
Bachelor's degree, Political Science and Government, History
Fidelity Investments September 2000 - Present
Education
Sewanee-The University of the South 1995 — 1999
Bachelor's degree, Political Science and Government, History
Melanie Blake D'Souza's Fidelity Investments Experience 1994 - 1997
Job Travel Consultant at Divine Destinations
Industry Leisure, Travel & Tourism
Experience
Divine Destination Weddings and Honeymoons October 2012 - Present
D'Souza Consulting Inc. 2008 - October 2012
Colorful Canvases, Inc. 2005 - 2008
Charles Schwab 1997 - 2001
Fidelity Investments 1994 - 1997
Wells Fargo Bank 1993 - 1994
Essex Corporation 1993 - 1994
Franklin Templeton Investments 1989 - 1992
Skills
Marketing, Product Management, Strategy, Sales, Travel Planning, Leisure Travel, Honeymoons, Family Vacations, Family Travel, Destination Weddings, Vacation, Social Media Marketing, Public Relations
Education
Santa Clara University - Leavey School of Business 1987 — 1989
MBA, MBA
University of Southern California 1980 — 1984
BA, International Relations
Divine Destination Weddings and Honeymoons October 2012 - Present
D'Souza Consulting Inc. 2008 - October 2012
Colorful Canvases, Inc. 2005 - 2008
Charles Schwab 1997 - 2001
Fidelity Investments 1994 - 1997
Wells Fargo Bank 1993 - 1994
Essex Corporation 1993 - 1994
Franklin Templeton Investments 1989 - 1992
Skills
Marketing, Product Management, Strategy, Sales, Travel Planning, Leisure Travel, Honeymoons, Family Vacations, Family Travel, Destination Weddings, Vacation, Social Media Marketing, Public Relations
Education
Santa Clara University - Leavey School of Business 1987 — 1989
MBA, MBA
University of Southern California 1980 — 1984
BA, International Relations
Soraya LeBrun's Fidelity Investments Experience February 2012 - November 2013
Job Project Management and Operations Professional
Industry Automotive
Experience
Tesla Motors November 2013 - Present
Tesla Motors November 2013 - November 2014
Fidelity Investments February 2012 - November 2013
BlackRock, iShares March 2011 - February 2012
Morgan Stanley Smith Barney January 2009 - March 2011
Morgan Stanley Smith Barney 2004 - 2008
Wells Fargo 2002 - 2004
Skills
Series 63, Series 7, Investments, Retirement Planning, CRM, Due Diligence, Customer Service, Series 65, Financial Services, Retirement, Securities, Management, Strategic Financial..., Sales, Leadership, Project Management, Finance, Marketing, Banking, Microsoft Excel, Process Improvement
Education
Santa Clara University - Leavey School of Business 2000 — 2002
Bachelor of Commerce, Marketing
De Anza College 1998 — 2000
Liberal Arts,Cum Laude
Tesla Motors November 2013 - Present
Tesla Motors November 2013 - November 2014
Fidelity Investments February 2012 - November 2013
BlackRock, iShares March 2011 - February 2012
Morgan Stanley Smith Barney January 2009 - March 2011
Morgan Stanley Smith Barney 2004 - 2008
Wells Fargo 2002 - 2004
Skills
Series 63, Series 7, Investments, Retirement Planning, CRM, Due Diligence, Customer Service, Series 65, Financial Services, Retirement, Securities, Management, Strategic Financial..., Sales, Leadership, Project Management, Finance, Marketing, Banking, Microsoft Excel, Process Improvement
Education
Santa Clara University - Leavey School of Business 2000 — 2002
Bachelor of Commerce, Marketing
De Anza College 1998 — 2000
Liberal Arts,Cum Laude
Daniel P Petrozzo's Fidelity Investments Experience July 2008 - July 2010
Job Co Founder at Verilume
Industry Computer Software
Experience
DocuSign March 2015 - Present
Exoprise Systems Inc. January 2015 - Present
St. Luke's University Health Network May 2014 - Present
Verilume May 2014 - Present
NPower (nonprofit) January 2014 - Present
Kensho Technologies 2014 - Present
Goldman Sachs June 2011 - May 2014
Fidelity Investments July 2008 - July 2010
Morgan Stanley June 2002 - May 2008
Deutsche Bank August 2001 - June 2002
Skills
IT Strategy, Leadership, Cloud Computing, Equities, Business Analysis, Investment Banking, Strategy, Risk Management, Hedge Funds, Capital Markets, Vendor Management, Enterprise Architecture, Management, Program Management, Data Center, Financial Services, Derivatives, Trading Systems, Asset Management, Fixed Income, Prime Brokerage, Building Business..., Electronic Trading, Mergers & Acquisitions, Investments, Asset Managment, Business Strategy, Disaster Recovery, Private Equity, Securities, Mergers, Strategic Planning, Start-ups, Infrastructure
Education
Seton Hall University School of Law 1992 — 1996
JD, Law
DocuSign March 2015 - Present
Exoprise Systems Inc. January 2015 - Present
St. Luke's University Health Network May 2014 - Present
Verilume May 2014 - Present
NPower (nonprofit) January 2014 - Present
Kensho Technologies 2014 - Present
Goldman Sachs June 2011 - May 2014
Fidelity Investments July 2008 - July 2010
Morgan Stanley June 2002 - May 2008
Deutsche Bank August 2001 - June 2002
Skills
IT Strategy, Leadership, Cloud Computing, Equities, Business Analysis, Investment Banking, Strategy, Risk Management, Hedge Funds, Capital Markets, Vendor Management, Enterprise Architecture, Management, Program Management, Data Center, Financial Services, Derivatives, Trading Systems, Asset Management, Fixed Income, Prime Brokerage, Building Business..., Electronic Trading, Mergers & Acquisitions, Investments, Asset Managment, Business Strategy, Disaster Recovery, Private Equity, Securities, Mergers, Strategic Planning, Start-ups, Infrastructure
Education
Seton Hall University School of Law 1992 — 1996
JD, Law
Lynda Michaud Cutrell's Fidelity Investments Experience 1985 - 1990
Job Visual Artist, Prof Marketing, Advocate
Industry Nonprofit Organization Management
Experience
Harrison St. Studios 2008 - Present
Boston College 2000 - Present
NAMI MA 2008 - 2013
PFPC 2005 - 2005
State Street 1994 - 2005
The Thomson Corporation 1990 - 1994
Fidelity Investments 1985 - 1990
Skills
Art, Treatment, Sales, Art History, Grant Writing, Visual Arts, Fine Art, Teaching, Nonprofits, Art Education, Community Outreach, Research, Arts Administration, Museums, Non-profits, Program Development, Photography, Contemporary Art, Digital Photography, Editing, Painting, Public Speaking, Fundraising, Volunteer Management, Microsoft Word, Event Planning, Microsoft Office, Mental Health, Curriculum Development, Curating, Grants
Education
School of the Museum of Fine Arts 2006 — 2008
Studio Diploma, Painting
Suffolk University - Sawyer School of Management 1980 — 1981
MBA
Harrison St. Studios 2008 - Present
Boston College 2000 - Present
NAMI MA 2008 - 2013
PFPC 2005 - 2005
State Street 1994 - 2005
The Thomson Corporation 1990 - 1994
Fidelity Investments 1985 - 1990
Skills
Art, Treatment, Sales, Art History, Grant Writing, Visual Arts, Fine Art, Teaching, Nonprofits, Art Education, Community Outreach, Research, Arts Administration, Museums, Non-profits, Program Development, Photography, Contemporary Art, Digital Photography, Editing, Painting, Public Speaking, Fundraising, Volunteer Management, Microsoft Word, Event Planning, Microsoft Office, Mental Health, Curriculum Development, Curating, Grants
Education
School of the Museum of Fine Arts 2006 — 2008
Studio Diploma, Painting
Suffolk University - Sawyer School of Management 1980 — 1981
MBA
Hemal Patel's Fidelity Investments Experience March 2009 - June 2010
Job Associate Director at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets June 2010 - Present
Fidelity Investments March 2009 - June 2010
UBS July 2008 - January 2009
Thomson Reuters April 2006 - May 2008
State Street Corporation June 2004 - April 2006
Skills
Options, Perl, Shell Scripting, Equities, Sybase, C++, Market Data, Solaris, Multithreading, Oracle, Fixed Income, Linux, Databases, Trading
Education
Sardar Patel University 1997 — 2001
B.E., Electronics & Communication
Alembic Vidyalaya
RBC Capital Markets June 2010 - Present
Fidelity Investments March 2009 - June 2010
UBS July 2008 - January 2009
Thomson Reuters April 2006 - May 2008
State Street Corporation June 2004 - April 2006
Skills
Options, Perl, Shell Scripting, Equities, Sybase, C++, Market Data, Solaris, Multithreading, Oracle, Fixed Income, Linux, Databases, Trading
Education
Sardar Patel University 1997 — 2001
B.E., Electronics & Communication
Alembic Vidyalaya
Ivan Apfel's Fidelity Investments Experience October 1997 - October 1999
Job Executive Vice President Client & Investor Relations
Industry Financial Services
Experience
Consumer Asset Management, Inc. April 2003 - Present
ICA New England January 2001 - April 2003
Korn/Ferry International November 1999 - January 2001
Fidelity Investments October 1997 - October 1999
Miami-Dade County October 1995 - September 1996
Education
Savannah College of Art and Design 1990 — 1995
BA, Photography
Consumer Asset Management, Inc. April 2003 - Present
ICA New England January 2001 - April 2003
Korn/Ferry International November 1999 - January 2001
Fidelity Investments October 1997 - October 1999
Miami-Dade County October 1995 - September 1996
Education
Savannah College of Art and Design 1990 — 1995
BA, Photography
Harprit Dhillon, FCSI, CIM's Fidelity Investments Experience September 2003 - July 2009
Job Investment Professional
Industry Financial Services
Experience
Franklin Templeton Investments June 2012 - May 2014
Desjardins Financial Security September 2009 - April 2011
Fidelity Investments, Pyramis Global Advisors 2011 - 2011
Fidelity Investments September 2003 - July 2009
Sun Life Financial 2000 - 2003
Skills
Mutual Funds, Investments, Financial Services, Retirement, Wealth Management, Investment Advisory, Pensions, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Fixed Income, CRM, Financial Advisory, Sales Presentations, Equities, New Business Development, Investment Strategies, Business Development, Relationship Management, Securities, Public Speaking, Sales Process, Negotiation, Derivatives, Capital Markets, Problem Solving, Wealth Management..., Customer Retention, Wealth, Client Services, Banking, Retirement Services, Account Management, Account Retention, Team Leadership, Client Service, Direct Sales, Inside Sales, Pension Administration, Retail Banking, Equity Trading, Fixed Income trading, Sales Prospecting, Defined Contribution, Financial Markets, Institutional..., Sales, Asset Management
Education
Canadian Securities Institute
Seneca College of Applied Arts and Technology
Business Administration, Finance, General
Franklin Templeton Investments June 2012 - May 2014
Desjardins Financial Security September 2009 - April 2011
Fidelity Investments, Pyramis Global Advisors 2011 - 2011
Fidelity Investments September 2003 - July 2009
Sun Life Financial 2000 - 2003
Skills
Mutual Funds, Investments, Financial Services, Retirement, Wealth Management, Investment Advisory, Pensions, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Fixed Income, CRM, Financial Advisory, Sales Presentations, Equities, New Business Development, Investment Strategies, Business Development, Relationship Management, Securities, Public Speaking, Sales Process, Negotiation, Derivatives, Capital Markets, Problem Solving, Wealth Management..., Customer Retention, Wealth, Client Services, Banking, Retirement Services, Account Management, Account Retention, Team Leadership, Client Service, Direct Sales, Inside Sales, Pension Administration, Retail Banking, Equity Trading, Fixed Income trading, Sales Prospecting, Defined Contribution, Financial Markets, Institutional..., Sales, Asset Management
Education
Canadian Securities Institute
Seneca College of Applied Arts and Technology
Business Administration, Finance, General
Nathan Hess, CFP®'s Fidelity Investments Experience February 2013 - Present
Job VP, Executive Planning Consultant
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments January 2011 - February 2013
Fidelity Investments September 2009 - December 2010
Fidelity Investments May 2006 - September 2008
Fidelity Investments May 2003 - May 2006
Skills
Series 7, Certified Financial..., Financial Advisory, Series 63, 401k, Mutual Funds, Retirement Planning, FINRA, Series 6, Asset Allocation, Wealth Management, Retirement, Investments, Investment Advisory, Fixed Annuities, Strategic Financial..., Financial Services
Education
Seattle University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah 1998 — 2002
Bachelor of Science (BS), Psychology & Criminology
Fidelity Investments February 2013 - Present
Fidelity Investments January 2011 - February 2013
Fidelity Investments September 2009 - December 2010
Fidelity Investments May 2006 - September 2008
Fidelity Investments May 2003 - May 2006
Skills
Series 7, Certified Financial..., Financial Advisory, Series 63, 401k, Mutual Funds, Retirement Planning, FINRA, Series 6, Asset Allocation, Wealth Management, Retirement, Investments, Investment Advisory, Fixed Annuities, Strategic Financial..., Financial Services
Education
Seattle University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah 1998 — 2002
Bachelor of Science (BS), Psychology & Criminology
Joe Montuoro's Fidelity Investments Experience February 2001 - February 2009
Job Financial Advisor Representative at Bankers Life and Casualty/ProEquities
Industry Financial Services
Experience
Bankers Life and Casualty/ProEquities October 2011 - February 2012
Centennial Securities Co. LLC February 2011 - March 2011
E*TRADE Financial June 2010 - September 2010
Fidelity Investments February 2001 - February 2009
NECA January 1999 - January 2001
Education
Millburn High School 1984 — 1998
Seton Hall University 1995 — 1997
MBA, Finance
Drew University 1991 — 1992
BA, Psychology
University of Colorado Boulder 1988 — 1991
Bankers Life and Casualty/ProEquities October 2011 - February 2012
Centennial Securities Co. LLC February 2011 - March 2011
E*TRADE Financial June 2010 - September 2010
Fidelity Investments February 2001 - February 2009
NECA January 1999 - January 2001
Education
Millburn High School 1984 — 1998
Seton Hall University 1995 — 1997
MBA, Finance
Drew University 1991 — 1992
BA, Psychology
University of Colorado Boulder 1988 — 1991
Ryan Blumberg's Fidelity Investments Experience April 2015 - Present
Job Asset Management Professional | JD/MBA
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Patriot Commercial Properties October 2013 - December 2014
49th State Angel Fund August 2012 - December 2012
Bliss, Wilkens and Clayton (Anchorage Alaska Office) May 2012 - July 2012
University of Washington Tax Clinic May 2010 - December 2011
Guidant Financial Group April 2011 - July 2011
Energy Results January 2009 - May 2009
Skills
Legal Research, Legal Writing, Research, Public Speaking, Entrepreneurship, Westlaw, Microsoft Office, Negotiation, Transactional Law, Corporate Law, Contract Management, Contract Negotiation, Procurement, Leadership, Training, Mediation, Government, Commercial Litigation, Courts
Education
Seattle University - Albers School of Business 2010 — 2013
MBA, Entrepreneurship Focus
Seattle University School of Law 2009 — 2013
JD, Corporate Law Focus
University of Arizona 2005 — 2008
BA, Philosophy
Fidelity Investments April 2015 - Present
Patriot Commercial Properties October 2013 - December 2014
49th State Angel Fund August 2012 - December 2012
Bliss, Wilkens and Clayton (Anchorage Alaska Office) May 2012 - July 2012
University of Washington Tax Clinic May 2010 - December 2011
Guidant Financial Group April 2011 - July 2011
Energy Results January 2009 - May 2009
Skills
Legal Research, Legal Writing, Research, Public Speaking, Entrepreneurship, Westlaw, Microsoft Office, Negotiation, Transactional Law, Corporate Law, Contract Management, Contract Negotiation, Procurement, Leadership, Training, Mediation, Government, Commercial Litigation, Courts
Education
Seattle University - Albers School of Business 2010 — 2013
MBA, Entrepreneurship Focus
Seattle University School of Law 2009 — 2013
JD, Corporate Law Focus
University of Arizona 2005 — 2008
BA, Philosophy
Nicholas Naumann's Fidelity Investments Experience July 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, C++, English
Education
Seton Hall University 2007 — 2011
Finance, General
Fidelity Investments July 2011 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, C++, English
Education
Seton Hall University 2007 — 2011
Finance, General
Sofiya Trakhtenberg's Fidelity Investments Experience June 2008 - August 2009
Job
Industry Financial Services
Experience
eyeball May 2010 - Present
Fidelity Investments June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Financial Reporting, Private Equity, Start-ups, Due Diligence, Franchise Consulting, Business Development, Mergers & Acquisitions, Business Planning, Operations Management, Risk Management, Analysis, Financial Services, Corporate Finance, Microsoft Office, Investments, Accounting, Strategy, Project Management, Project Planning
Education
Seton Hall University School of Law 2010 — 2011
Pace University - Lubin School of Business 2007 — 2010
B.B.A. - Pforzheimer Honors College, Finance
eyeball May 2010 - Present
Fidelity Investments June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Financial Reporting, Private Equity, Start-ups, Due Diligence, Franchise Consulting, Business Development, Mergers & Acquisitions, Business Planning, Operations Management, Risk Management, Analysis, Financial Services, Corporate Finance, Microsoft Office, Investments, Accounting, Strategy, Project Management, Project Planning
Education
Seton Hall University School of Law 2010 — 2011
Pace University - Lubin School of Business 2007 — 2010
B.B.A. - Pforzheimer Honors College, Finance
Esty Shpigel's Fidelity Investments Experience 1999 - 2005
Job Software Quality Assurance Manager
Industry Information Technology and Services
Experience
Complete Innovations Inc. 2014 - 2015
Complete Innovations Inc. 2005 - 2014
Fidelity Investments 1999 - 2005
Skills
Agile Methodologies, Microsoft SQL Server, SQL, Integration, Web Applications, Mobile Applications, Requirements Analysis, Regression Testing, Software Quality..., Management, Team Leadership, Risk Assessment, Test Planning, SDLC, Visual Studio, XML, Oracle, Scrum, JavaScript, Business Analysis, .NET, Testing, Databases, Test Execution, Product Analysis, Quality Assurance, Test Strategy, Test Cases, Black Box Testing, Mobile Devices, Quality Management
Education
Seneca College of Applied Arts and Technology 1996 — 1999
Computer Programming and Analysis
Complete Innovations Inc. 2014 - 2015
Complete Innovations Inc. 2005 - 2014
Fidelity Investments 1999 - 2005
Skills
Agile Methodologies, Microsoft SQL Server, SQL, Integration, Web Applications, Mobile Applications, Requirements Analysis, Regression Testing, Software Quality..., Management, Team Leadership, Risk Assessment, Test Planning, SDLC, Visual Studio, XML, Oracle, Scrum, JavaScript, Business Analysis, .NET, Testing, Databases, Test Execution, Product Analysis, Quality Assurance, Test Strategy, Test Cases, Black Box Testing, Mobile Devices, Quality Management
Education
Seneca College of Applied Arts and Technology 1996 — 1999
Computer Programming and Analysis
Lilia Cabezas-Johnson's Fidelity Investments Experience February 1999 - October 2007
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
J.P Morgan Securities LLC January 2015 - Present
JP Morgan securities April 2014 - Present
JP Morgan securities October 2007 - April 2014
Fidelity Investments February 1999 - October 2007
National Financial February 1999 - April 2000
Skills
Bi-lingual, Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Ohio Life & Health
Education
Schiller International University 1997 — 1998
MA, International Relations London Campus
Virginia State University 1991 — 1996
Bachelor of Arts, International Studies
J.P Morgan Securities LLC January 2015 - Present
JP Morgan securities April 2014 - Present
JP Morgan securities October 2007 - April 2014
Fidelity Investments February 1999 - October 2007
National Financial February 1999 - April 2000
Skills
Bi-lingual, Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Ohio Life & Health
Education
Schiller International University 1997 — 1998
MA, International Relations London Campus
Virginia State University 1991 — 1996
Bachelor of Arts, International Studies
Adam Varnedoe's Fidelity Investments Experience October 2010 - June 2011
Job Client Relations Director at Koss Olinger Financial Group
Industry Financial Services
Experience
Koss Olinger Financial Group March 2013 - Present
Fidelity Investments October 2010 - June 2011
Skills
Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Insurance, Series 63, Trading, Microsoft Excel, Credit, Banking, Corporate Finance, Loans, Fixed Annuities, Asset Managment, Cash Management, Finance, Time Management, Series 7, Wealth Management...
Education
University of South Florida 2008 — 2010
Bachelor, Finance
University of South Florida
Bachelor of Science, Finance
Santa Fe Community College
A.A, Business Administration
Santa Fe Community College
A.A.S, Building Construction
Gainesville High School
Koss Olinger Financial Group March 2013 - Present
Fidelity Investments October 2010 - June 2011
Skills
Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Insurance, Series 63, Trading, Microsoft Excel, Credit, Banking, Corporate Finance, Loans, Fixed Annuities, Asset Managment, Cash Management, Finance, Time Management, Series 7, Wealth Management...
Education
University of South Florida 2008 — 2010
Bachelor, Finance
University of South Florida
Bachelor of Science, Finance
Santa Fe Community College
A.A, Business Administration
Santa Fe Community College
A.A.S, Building Construction
Gainesville High School
Praveen Punniamoorthy's Fidelity Investments Experience July 2015 - Present
Job Principal DBA at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments August 2013 - Present
Cognizant Technology Solutions August 2009 - August 2013
polaris software lab July 2008 - August 2009
Sify Technologies Ltd 2006 - 2008
Skills
Data Guard, RMAN, Oracle RAC, Oracle, High Availability, Solaris, Performance Tuning, Data Migration, Oracle Enterprise..., Disaster Recovery, Data Warehousing, ITIL, Database Administration, Unix Shell Scripting, Databases, PL/SQL, Replication, AIX, Red Hat Linux, Unix, Data Modeling, SQL, Shell Scripting, ETL, HP-UX, SQL Tuning, Toad, Oracle ASM, Linux, RHEL, SQL*Plus, Erwin, Master Data Management, GoldenGate, Informatica, Cluster, Database Design, Oracle E-Business Suite, Data Warehouse..., Production Support, Oracle HR, Data Integration, Solution Architecture, Teradata, Data Architecture, SOA, Patch Management, Exadata, Oracle Administration, Sybase
Education
Shanmugha Arts, Science, Technology and Research Academy 2001 — 2005
Bachelor's degree, Information Technology
Fidelity Investments July 2015 - Present
Fidelity Investments August 2013 - Present
Cognizant Technology Solutions August 2009 - August 2013
polaris software lab July 2008 - August 2009
Sify Technologies Ltd 2006 - 2008
Skills
Data Guard, RMAN, Oracle RAC, Oracle, High Availability, Solaris, Performance Tuning, Data Migration, Oracle Enterprise..., Disaster Recovery, Data Warehousing, ITIL, Database Administration, Unix Shell Scripting, Databases, PL/SQL, Replication, AIX, Red Hat Linux, Unix, Data Modeling, SQL, Shell Scripting, ETL, HP-UX, SQL Tuning, Toad, Oracle ASM, Linux, RHEL, SQL*Plus, Erwin, Master Data Management, GoldenGate, Informatica, Cluster, Database Design, Oracle E-Business Suite, Data Warehouse..., Production Support, Oracle HR, Data Integration, Solution Architecture, Teradata, Data Architecture, SOA, Patch Management, Exadata, Oracle Administration, Sybase
Education
Shanmugha Arts, Science, Technology and Research Academy 2001 — 2005
Bachelor's degree, Information Technology
Hua Xue's Fidelity Investments Experience November 2007 - Present
Job Data Analyst and Reporting Tools Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Toshiba Canada October 2006 - November 2007
Pitney Bowes March 2002 - October 2006
Agriculture Bank of China July 1992 - July 2001
Skills
SDLC, Leadership, Business Intelligence, Analysis, Requirements Gathering, Business Analysis, Access, Analytics, Business Requirements, VBA
Education
Sheridan College 2007 — 2010
Finance
Shandong University 1988 — 1992
Bachelor of Science, Mathematics
CGA
Fidelity Investments November 2007 - Present
Toshiba Canada October 2006 - November 2007
Pitney Bowes March 2002 - October 2006
Agriculture Bank of China July 1992 - July 2001
Skills
SDLC, Leadership, Business Intelligence, Analysis, Requirements Gathering, Business Analysis, Access, Analytics, Business Requirements, VBA
Education
Sheridan College 2007 — 2010
Finance
Shandong University 1988 — 1992
Bachelor of Science, Mathematics
CGA
Carlos Clarke's Fidelity Investments Experience July 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
City and County of Denver April 2014 - June 2015
Creative Enterprises July 2013 - April 2014
State of Colorado August 2005 - August 2013
Skills
Public Speaking, Policy Analysis, Strategic Planning, Public Policy, Nonprofits, Research, Non-profits, Microsoft Office, Government, Customer Service, Event Planning, Community Outreach, Policy, Program Development, Leadership, Analysis, Leadership Development
Education
University of Florida
Bachelor of Science (BS), Radio and Television
University of Denver 1993 — 1995
music performance, voice
Santa Fe Community College 1977 — 1978
Associate’s Degree, Journalism
Fidelity Investments July 2015 - Present
City and County of Denver April 2014 - June 2015
Creative Enterprises July 2013 - April 2014
State of Colorado August 2005 - August 2013
Skills
Public Speaking, Policy Analysis, Strategic Planning, Public Policy, Nonprofits, Research, Non-profits, Microsoft Office, Government, Customer Service, Event Planning, Community Outreach, Policy, Program Development, Leadership, Analysis, Leadership Development
Education
University of Florida
Bachelor of Science (BS), Radio and Television
University of Denver 1993 — 1995
music performance, voice
Santa Fe Community College 1977 — 1978
Associate’s Degree, Journalism
Raymond Ruan,CFP®'s Fidelity Investments Experience November 2012 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Merrill Lynch April 2010 - November 2012
Skills
Series 7, Series 6, Series 63, Series 65, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Certified Financial...
Education
San Jose State University 2000 — 2005
Bachelor of Arts (B.A.)
Fidelity Investments November 2012 - Present
Merrill Lynch April 2010 - November 2012
Skills
Series 7, Series 6, Series 63, Series 65, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Certified Financial...
Education
San Jose State University 2000 — 2005
Bachelor of Arts (B.A.)
Calamito Michael's Fidelity Investments Experience 2008 - 2014
Job
Industry
Experience
Fidelity Investments 2008 - 2014
Education
Seton Hall University
Fidelity Investments 2008 - 2014
Education
Seton Hall University
Eman Deria's Fidelity Investments Experience 2004 - 2009
Job Student at University of Toronto at Scarborough
Industry Government Administration
Experience
Rogers Communications 2011 - Present
Fidelity Investments 2004 - 2009
Education
Seneca College of Applied Arts and Technology 2009 — 2011
Public Administration
University of Toronto at Scarborough
Public Policy and International Development
Rogers Communications 2011 - Present
Fidelity Investments 2004 - 2009
Education
Seneca College of Applied Arts and Technology 2009 — 2011
Public Administration
University of Toronto at Scarborough
Public Policy and International Development
Gregg Shaw, CFP®'s Fidelity Investments Experience March 2000 - June 2010
Job Managing Director at Chatham Wealth Management
Industry Financial Services
Experience
Chatham Wealth Management (www.chathamwealth.com) July 2010 - Present
Fidelity Investments March 2000 - June 2010
Chase Manhattan Bank March 1998 - March 2000
Bear Stearns October 1994 - March 1998
Family Owned Business June 1989 - September 1994
Skills
Investments, Mutual Funds, Asset Management, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Retirement Planning, Equities, Fixed Income, Investment Advisory, Retirement, Investment Strategies, Financial Planning, Finance, 401k
Education
Seton Hall University 1986 — 1989
BS, Business Administration
Seton Hall University 1986 — 1989
Bachelor of Science (B.S.), Buiness Adminstration
Chatham Wealth Management (www.chathamwealth.com) July 2010 - Present
Fidelity Investments March 2000 - June 2010
Chase Manhattan Bank March 1998 - March 2000
Bear Stearns October 1994 - March 1998
Family Owned Business June 1989 - September 1994
Skills
Investments, Mutual Funds, Asset Management, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Retirement Planning, Equities, Fixed Income, Investment Advisory, Retirement, Investment Strategies, Financial Planning, Finance, 401k
Education
Seton Hall University 1986 — 1989
BS, Business Administration
Seton Hall University 1986 — 1989
Bachelor of Science (B.S.), Buiness Adminstration
Tara Coulter's Fidelity Investments Experience May 2003 - July 2004
Job Payroll Analyst and Photographer
Industry Accounting
Experience
Starbucks January 2006 - Present
Fidelity Investments May 2003 - July 2004
Apple May 2000 - July 2002
Skills
Accounting, Tax Returns, Bookkeeping, Financial Reporting, Accounts Payable, General Ledger, Accounts Receivable, Account Reconciliation, Tax, Auditing, Payroll, Financial Statements, Cash Flow, Bank Reconciliation, Preparation
Education
San Jose State University 1999 — 2002
Bachelor of Fine Art, Photography
University of California 1999 — 1999
Starbucks January 2006 - Present
Fidelity Investments May 2003 - July 2004
Apple May 2000 - July 2002
Skills
Accounting, Tax Returns, Bookkeeping, Financial Reporting, Accounts Payable, General Ledger, Accounts Receivable, Account Reconciliation, Tax, Auditing, Payroll, Financial Statements, Cash Flow, Bank Reconciliation, Preparation
Education
San Jose State University 1999 — 2002
Bachelor of Fine Art, Photography
University of California 1999 — 1999
John Sertic's Fidelity Investments Experience 2012 - Present
Job Compliance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Education
Seton Hall University 2009 — 2013
Master of Business Administration (MBA)
University of North Florida 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Fidelity Investments 2012 - Present
Education
Seton Hall University 2009 — 2013
Master of Business Administration (MBA)
University of North Florida 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Levi Joy's Fidelity Investments Experience February 2014 - Present
Job Operations Analyst
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Adcap Network Systems May 2013 - August 2013
Sewanee, The University of the South, Computer Science March 2013 - May 2013
Montgomery Country Club June 2012 - August 2012
Sewanee, The University of the South March 2012 - May 2012
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts (B.A.), Economics, Computer Science, Senior
Fidelity Investments February 2014 - Present
Adcap Network Systems May 2013 - August 2013
Sewanee, The University of the South, Computer Science March 2013 - May 2013
Montgomery Country Club June 2012 - August 2012
Sewanee, The University of the South March 2012 - May 2012
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts (B.A.), Economics, Computer Science, Senior
Corey Katzelnick's Fidelity Investments Experience June 2014 - August 2014
Job Student at Seton Hall Law
Industry Law Practice
Experience
Fidelity Investments June 2014 - August 2014
Eisenhower Institute at Gettysburg College October 2013 - May 2014
CHEERS (Communicating for a Healthy Environment by Educating Responsible Students) September 2011 - May 2014
Lambda Chi Alpha Fraternity September 2011 - September 2013
Fidelity Investments June 2013 - August 2013
Oak Crest Day Camp June 2012 - August 2012
Eisenhower Institute at Gettysburg College February 2012 - May 2012
Hillsborough High School Writing Center September 2009 - June 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, Microsoft Office, Technical Writing, Research
Education
Seton Hall University School of Law 2014 — 2018
Doctor of Law (J.D.)
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.), English w/ Concentration in Writing, 3.53
Advanced Studies in England 2013 — 2013
English Literature (British and Commonwealth)
Fidelity Investments June 2014 - August 2014
Eisenhower Institute at Gettysburg College October 2013 - May 2014
CHEERS (Communicating for a Healthy Environment by Educating Responsible Students) September 2011 - May 2014
Lambda Chi Alpha Fraternity September 2011 - September 2013
Fidelity Investments June 2013 - August 2013
Oak Crest Day Camp June 2012 - August 2012
Eisenhower Institute at Gettysburg College February 2012 - May 2012
Hillsborough High School Writing Center September 2009 - June 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, Microsoft Office, Technical Writing, Research
Education
Seton Hall University School of Law 2014 — 2018
Doctor of Law (J.D.)
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.), English w/ Concentration in Writing, 3.53
Advanced Studies in England 2013 — 2013
English Literature (British and Commonwealth)
John Ferrara's Fidelity Investments Experience November 1995 - Present
Job Sr. Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1995 - Present
Skills
Series 7, Series 24, Project Management, Operations, Six Sigma
Education
Wagner College 1995 — 1998
Master's degree, Business Administration and Management, General
Seton Hall University 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Fidelity Investments November 1995 - Present
Skills
Series 7, Series 24, Project Management, Operations, Six Sigma
Education
Wagner College 1995 — 1998
Master's degree, Business Administration and Management, General
Seton Hall University 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank