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
Nancy Kuivila, MBA, PMP Nancy Kuivila, MBA, PMP's Fidelity Investments Experience 2007 - 2009
Job Senior IT Program / Project Manager | PMP | ITL V3 | PMO Development | ISO | LEAN | CMMI |
Industry Information Technology and Services
Experience
Deutsche Bank May 2015 - Present
Cisco Systems 2012 - 2014
Rackwise 2012 - 2012
Wells Fargo 2011 - 2012
Progress Energy 2009 - 2011
Fidelity Investments 2007 - 2009
CSC 2001 - 2007
Skills
Program Management, Cross-functional Team..., Leadership, Process Improvement, Project Management, PMO, Change Management, Software Development, Vendor Management, Management, Training, PMO Development, IT Strategy, Team Leadership, Information Technology, PMP, Strategic Planning, SDLC, Coaching, Software Documentation, Product Development
Education
University of Rochester - Simon Business School
MBA
University at Albany, SUNY
MLS
Smith College
Smith Scholar
Deutsche Bank May 2015 - Present
Cisco Systems 2012 - 2014
Rackwise 2012 - 2012
Wells Fargo 2011 - 2012
Progress Energy 2009 - 2011
Fidelity Investments 2007 - 2009
CSC 2001 - 2007
Skills
Program Management, Cross-functional Team..., Leadership, Process Improvement, Project Management, PMO, Change Management, Software Development, Vendor Management, Management, Training, PMO Development, IT Strategy, Team Leadership, Information Technology, PMP, Strategic Planning, SDLC, Coaching, Software Documentation, Product Development
Education
University of Rochester - Simon Business School
MBA
University at Albany, SUNY
MLS
Smith College
Smith Scholar
Kate Farella Kate Farella's Fidelity Investments Experience September 2007 - March 2008
Job Stay at Home Mom
Industry Education Management
Experience
Luxottica Retail April 2012 - September 2012
Boys & Girls Clubs of America August 2010 - September 2011
Retail Markets March 2009 - March 2010
Laufer and Associates March 2008 - July 2008
Fidelity Investments September 2007 - March 2008
Fidelity Investments June 2006 - September 2006
Skills
Human Resources, Leadership Development, Program Development, Project Portfolio..., Database Administration, Staffing Services, Training, Master Scheduling, Administrative..., Non-profit..., Strategic Partnerships, Problem Solving, Marketing Communications, Web Authoring, Social Outreach, Community Outreach, Volunteering, Youth Leadership, Elder Care, Sales Management, Team Leadership, Managed Money, Operating Budgets, Communications Audits, Internal Audit, Payroll, Customer Service, Information Technology, Wireless Networking, Server Management, Microsoft Office, ETO, ADP HRB, HTML, Confluence, PowerPoint
Education
Andover Newton Theological School 2008 — 2009
M.T.S, Early Christianity and ecclesiastical history
Skidmore College 2003 — 2007
B.A., Government, French
University of Melbourne 2006 — 2006
B.A., Australian government
Università Cattolica del Sacro Cuore 2005 — 2005
B.A., Italian; Italian government
Wake Forest University 2004 — 2005
B.A., French; Italian
Luxottica Retail April 2012 - September 2012
Boys & Girls Clubs of America August 2010 - September 2011
Retail Markets March 2009 - March 2010
Laufer and Associates March 2008 - July 2008
Fidelity Investments September 2007 - March 2008
Fidelity Investments June 2006 - September 2006
Skills
Human Resources, Leadership Development, Program Development, Project Portfolio..., Database Administration, Staffing Services, Training, Master Scheduling, Administrative..., Non-profit..., Strategic Partnerships, Problem Solving, Marketing Communications, Web Authoring, Social Outreach, Community Outreach, Volunteering, Youth Leadership, Elder Care, Sales Management, Team Leadership, Managed Money, Operating Budgets, Communications Audits, Internal Audit, Payroll, Customer Service, Information Technology, Wireless Networking, Server Management, Microsoft Office, ETO, ADP HRB, HTML, Confluence, PowerPoint
Education
Andover Newton Theological School 2008 — 2009
M.T.S, Early Christianity and ecclesiastical history
Skidmore College 2003 — 2007
B.A., Government, French
University of Melbourne 2006 — 2006
B.A., Australian government
Università Cattolica del Sacro Cuore 2005 — 2005
B.A., Italian; Italian government
Wake Forest University 2004 — 2005
B.A., French; Italian
Samantha Troilo Samantha Troilo's Fidelity Investments Experience September 2014 - Present
Job Senior Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments November 2013 - September 2014
Fidelity Charitable April 2011 - November 2013
Fidelity Investments November 2009 - April 2011
Jewish Funds for Justice 2007 - 2009
Skills
Financial Services, Business Analysis, Relationship Management, Risk Management, Leadership, Operations Management, Workflow Management, Coaching, Performance Management, Team Building, Nonprofits, Agile Methodologies, Vendor Management, Analysis, Team Leadership, Program Management, Process Improvement, Public Speaking, Microsoft Office, Management, Project Management, Customer Service
Education
Texas Woman's University 2014 — 2014
Master of Business Administration (M.B.A.), Executive, Strategic leadership
Simmons College - Simmons School of Management 2012 — 2012
Organizational Leadership
Southern New Hampshire University 2003 — 2006
Bachelor of Arts (B.A.), History
Fidelity Investments September 2014 - Present
Fidelity Investments November 2013 - September 2014
Fidelity Charitable April 2011 - November 2013
Fidelity Investments November 2009 - April 2011
Jewish Funds for Justice 2007 - 2009
Skills
Financial Services, Business Analysis, Relationship Management, Risk Management, Leadership, Operations Management, Workflow Management, Coaching, Performance Management, Team Building, Nonprofits, Agile Methodologies, Vendor Management, Analysis, Team Leadership, Program Management, Process Improvement, Public Speaking, Microsoft Office, Management, Project Management, Customer Service
Education
Texas Woman's University 2014 — 2014
Master of Business Administration (M.B.A.), Executive, Strategic leadership
Simmons College - Simmons School of Management 2012 — 2012
Organizational Leadership
Southern New Hampshire University 2003 — 2006
Bachelor of Arts (B.A.), History
Tina Newman Tina Newman's Fidelity Investments Experience April 2010 - October 2010
Job Client Relationship Manager at Stiles Financial Services, Inc.
Industry Financial Services
Experience
Stiles Financial Services, Inc. April 2014 - Present
Fortune Financial July 2013 - April 2014
BMO Harris Financial Advisors October 1999 - July 2013
Fidelity Investments April 2010 - October 2010
Skills
Investments, Wealth Management, Finance, Insurance, Loans, Series 7, Credit Analysis, Banking, Financial Analysis, Asset Managment, Asset Allocation, Fixed Income, Investment Banking, Investment Strategies, Credit, Asset Management, Management
Education
South Dakota State University 1995 — 1998
Bachelor of Science (BS), Animal Sciences
Stiles Financial Services, Inc. April 2014 - Present
Fortune Financial July 2013 - April 2014
BMO Harris Financial Advisors October 1999 - July 2013
Fidelity Investments April 2010 - October 2010
Skills
Investments, Wealth Management, Finance, Insurance, Loans, Series 7, Credit Analysis, Banking, Financial Analysis, Asset Managment, Asset Allocation, Fixed Income, Investment Banking, Investment Strategies, Credit, Asset Management, Management
Education
South Dakota State University 1995 — 1998
Bachelor of Science (BS), Animal Sciences
Julie Singletary Julie Singletary's Fidelity Investments Experience February 2014 - Present
Job IT Professional
Industry Information Technology and Services
Experience
Fidelity Investments February 2014 - Present
Cadence Design Systems 1997 - 2013
Skills
Experienced project..., Business strategist, Excellent communicator, Expert in agile and..., Disaster Recovery, Requirements Analysis, Cross-Functional..., Team Building &..., Client Relations &..., Business & IT Planning, Vendor Management..., ROI Analysis, SOX..., Costing & Budgeting, Project..., Testing/QA/Rollout/Suppo..., Enterprise wide..., System..., Systems Engineering, Custom Software..., SharePoint, Microsoft Office, MS Project, Microsoft Excel, Microsoft Word, IT Solutions, Software Installation, Enterprise Software, Project Planning, Vendor Management, IT Operations, Program Management, Salesforce.com, Software Project..., IT Management, Business Process..., Computer Hardware, IT Strategy, Team Leadership, IT Service Management, Cloud Computing, ERP Implementations, Presentations, Team Building, Project Management, Cross-functional Team..., Process Improvement
Education
Computer Learning Center 1993 — 1995
Certificate of Programming, Computer Programming, Specific Applications
Solano Community College 1990 — 1992
Computer Science
Fidelity Investments February 2014 - Present
Cadence Design Systems 1997 - 2013
Skills
Experienced project..., Business strategist, Excellent communicator, Expert in agile and..., Disaster Recovery, Requirements Analysis, Cross-Functional..., Team Building &..., Client Relations &..., Business & IT Planning, Vendor Management..., ROI Analysis, SOX..., Costing & Budgeting, Project..., Testing/QA/Rollout/Suppo..., Enterprise wide..., System..., Systems Engineering, Custom Software..., SharePoint, Microsoft Office, MS Project, Microsoft Excel, Microsoft Word, IT Solutions, Software Installation, Enterprise Software, Project Planning, Vendor Management, IT Operations, Program Management, Salesforce.com, Software Project..., IT Management, Business Process..., Computer Hardware, IT Strategy, Team Leadership, IT Service Management, Cloud Computing, ERP Implementations, Presentations, Team Building, Project Management, Cross-functional Team..., Process Improvement
Education
Computer Learning Center 1993 — 1995
Certificate of Programming, Computer Programming, Specific Applications
Solano Community College 1990 — 1992
Computer Science
Brendan McMurtrie's Fidelity Investments Experience 1999 - 2001
Job Vice President at The Bailey Group, AXA Advisors, LLC
Industry Financial Services
Experience
The Bailey Group August 2014 - Present
AXA Advisors, LLC September 2012 - Present
MetLife November 2011 - August 2012
NRS December 2009 - November 2011
WealthBridge Advisors February 2006 - December 2009
LPL Financial 2004 - 2006
Citi 2002 - 2004
Morgan Stanley 2001 - 2001
Fidelity Investments 1999 - 2001
Wells Fargo 1996 - 1999
Skills
Wealth Management, Customer Service, Investment Services, Investment Planning, Insurance Strategies, Executive Benefits..., Retirement Planning, Client Education, Risk Management, Estate Planning...
Education
Sonoma State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Petaluma High School 1990 — 1993
The Bailey Group August 2014 - Present
AXA Advisors, LLC September 2012 - Present
MetLife November 2011 - August 2012
NRS December 2009 - November 2011
WealthBridge Advisors February 2006 - December 2009
LPL Financial 2004 - 2006
Citi 2002 - 2004
Morgan Stanley 2001 - 2001
Fidelity Investments 1999 - 2001
Wells Fargo 1996 - 1999
Skills
Wealth Management, Customer Service, Investment Services, Investment Planning, Insurance Strategies, Executive Benefits..., Retirement Planning, Client Education, Risk Management, Estate Planning...
Education
Sonoma State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Petaluma High School 1990 — 1993
Elena Andreadakis Elena Andreadakis's Fidelity Investments Experience November 2005 - June 2010
Job Chief Information Officer at Federal Home Loan Bank of San Francisco
Industry Financial Services
Experience
Federal Home Loan Bank of San Francisco May 2011 - Present
Fidelity Investments November 2005 - June 2010
Fidelity Employer Services Company (FESCo) April 2003 - November 2005
Personal Investments (Private Wealth Management Group) September 1999 - December 2002
Fidelity eBusiness October 1996 - September 1999
Shareholder Systems (FCPG) July 1995 - October 1996
Shareholder Systems (FCPG) July 1993 - July 1995
Shareholder Systems (FCPG) April 1992 - July 1993
Investor Financial Services Company October 1987 - January 1992
Keane February 1985 - October 1987
Skills
Program Management, IT Strategy, Vendor Management, Supply Management, Product Management, Process Improvement, SDLC, ITIL, Management, Integration, Business Process, Enterprise Architecture, Software Development, Infrastructure, Strategy, Outsourcing, Governance, Project Management, E-commerce, Project Planning, Business Strategy, Business Development, Project Portfolio..., PMO, Service Delivery, Financial Services, Business Process..., IT Management
Education
Simmons College - Simmons School of Management 1987 — 1990
MBA, Business Administration
Smith College 1979 — 1983
BA, English, Biology
Salem High School 1976 — 1979
High School
Federal Home Loan Bank of San Francisco May 2011 - Present
Fidelity Investments November 2005 - June 2010
Fidelity Employer Services Company (FESCo) April 2003 - November 2005
Personal Investments (Private Wealth Management Group) September 1999 - December 2002
Fidelity eBusiness October 1996 - September 1999
Shareholder Systems (FCPG) July 1995 - October 1996
Shareholder Systems (FCPG) July 1993 - July 1995
Shareholder Systems (FCPG) April 1992 - July 1993
Investor Financial Services Company October 1987 - January 1992
Keane February 1985 - October 1987
Skills
Program Management, IT Strategy, Vendor Management, Supply Management, Product Management, Process Improvement, SDLC, ITIL, Management, Integration, Business Process, Enterprise Architecture, Software Development, Infrastructure, Strategy, Outsourcing, Governance, Project Management, E-commerce, Project Planning, Business Strategy, Business Development, Project Portfolio..., PMO, Service Delivery, Financial Services, Business Process..., IT Management
Education
Simmons College - Simmons School of Management 1987 — 1990
MBA, Business Administration
Smith College 1979 — 1983
BA, English, Biology
Salem High School 1976 — 1979
High School
Thomas Barri Thomas Barri's Fidelity Investments Experience May 2014 - Present
Job Financial Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
JDH Wealth Management August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, Social Media, English, Leadership, Time Management, Windows, Team Leadership, Outlook, Data Entry, Access, Data Analysis, Social Networking
Education
Sonoma State University 2011 — 2015
Junipero Serra High School 2008 — 2011
Fidelity Investments May 2014 - Present
JDH Wealth Management August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, Social Media, English, Leadership, Time Management, Windows, Team Leadership, Outlook, Data Entry, Access, Data Analysis, Social Networking
Education
Sonoma State University 2011 — 2015
Junipero Serra High School 2008 — 2011
Gail Pierce Gail Pierce's Fidelity Investments Experience October 2005 - March 2007
Job Senior Marketing Manager, Securities Tax Reporting Solutions, Wolters Kluwer
Industry Marketing and Advertising
Experience
Wolters Kluwer Financial Services March 2008 - Present
Self Employed January 1992 - May 2008
Fidelity Investments October 2005 - March 2007
ISC Services November 2006 - January 2007
NEBS September 1995 - August 2005
Acrelic Interactive December 2003 - February 2004
Beverly Hospital November 2003 - January 2004
Weston Nurseries October 2003 - October 2003
Regional Technology Alliance - RTA July 2001 - June 2003
Fallon Clinic March 1998 - February 1999
Skills
Vendor Management, Marketing Communications, Integrated Marketing, Copywriting, Web Content, Testimonials, Marketing, Product Management, Strategic Partnerships, Lead Generation, Business Development, SaaS, Marketing Strategy, Start-ups, B2B, Leadership
Education
Smith College 1977 — 1981
BA cum laude, Liberal Arts, Latin American Studies Major
Wolters Kluwer Financial Services March 2008 - Present
Self Employed January 1992 - May 2008
Fidelity Investments October 2005 - March 2007
ISC Services November 2006 - January 2007
NEBS September 1995 - August 2005
Acrelic Interactive December 2003 - February 2004
Beverly Hospital November 2003 - January 2004
Weston Nurseries October 2003 - October 2003
Regional Technology Alliance - RTA July 2001 - June 2003
Fallon Clinic March 1998 - February 1999
Skills
Vendor Management, Marketing Communications, Integrated Marketing, Copywriting, Web Content, Testimonials, Marketing, Product Management, Strategic Partnerships, Lead Generation, Business Development, SaaS, Marketing Strategy, Start-ups, B2B, Leadership
Education
Smith College 1977 — 1981
BA cum laude, Liberal Arts, Latin American Studies Major
Mateo Barraza Mateo Barraza's Fidelity Investments Experience 2005 - 2007
Job Lead Software Engineer at Macadamian Technologies
Industry Computer Software
Experience
Macadamian Technologies October 2014 - Present
Independent Contractor January 2014 - October 2014
Amplemind Inc. November 2009 - January 2014
Adobe Systems July 2008 - November 2009
Adobe Systems February 2007 - July 2008
Fidelity Investments 2005 - 2007
Aviation Partners Boeing January 2004 - September 2005
TELUS 2002 - 2004
Weathcycle 2000 - 2001
Burntsand 2000 - 2001
Skills
Android Development, Mobile Applications, Swift, iOS development, Objective-C, Cordova, JavaScript, Node.js, MongoDB, Java, Flex, REST, Agile Methodologies, Application Architecture, SaaS, Web Applications, Scrum, Ruby on Rails, ActionScript, HTML 5, Web Services, HTML5, XML, Design Patterns, Software Development, Web Development, AngularJS, ReactJS, PhoneGap, Software Design, Flash Animation
Education
Simon Fraser University 1997 — 1999
Certificate, Computer Science
Macadamian Technologies October 2014 - Present
Independent Contractor January 2014 - October 2014
Amplemind Inc. November 2009 - January 2014
Adobe Systems July 2008 - November 2009
Adobe Systems February 2007 - July 2008
Fidelity Investments 2005 - 2007
Aviation Partners Boeing January 2004 - September 2005
TELUS 2002 - 2004
Weathcycle 2000 - 2001
Burntsand 2000 - 2001
Skills
Android Development, Mobile Applications, Swift, iOS development, Objective-C, Cordova, JavaScript, Node.js, MongoDB, Java, Flex, REST, Agile Methodologies, Application Architecture, SaaS, Web Applications, Scrum, Ruby on Rails, ActionScript, HTML 5, Web Services, HTML5, XML, Design Patterns, Software Development, Web Development, AngularJS, ReactJS, PhoneGap, Software Design, Flash Animation
Education
Simon Fraser University 1997 — 1999
Certificate, Computer Science
Dave Lauritzen Dave Lauritzen's Fidelity Investments Experience December 2010 - Present
Job Financial Representitive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
E*Trade Securities June 2008 - December 2010
Costco Wholesale March 2008 - July 2008
US Postal Service June 2007 - February 2008
Utah Master Chorale 2005 - 2008
Megaplex Theaters June 2003 - August 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Account Management, Management, Public Speaking, Series 63, Project Management, Event Planning, Negotiation, Social Media, Nonprofits
Education
University of Utah 2003 — 2005
BS, Business Recreation
Snow College 2001 — 2003
Associate of Arts, Business
Fidelity Investments December 2010 - Present
E*Trade Securities June 2008 - December 2010
Costco Wholesale March 2008 - July 2008
US Postal Service June 2007 - February 2008
Utah Master Chorale 2005 - 2008
Megaplex Theaters June 2003 - August 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Account Management, Management, Public Speaking, Series 63, Project Management, Event Planning, Negotiation, Social Media, Nonprofits
Education
University of Utah 2003 — 2005
BS, Business Recreation
Snow College 2001 — 2003
Associate of Arts, Business
Liz O'Neill Liz O'Neill's Fidelity Investments Experience 2000 - 2001
Job Owner, Clearly In Place Organizing & Productivity Solutions
Industry Professional Training & Coaching
Experience
The Container Store September 2015 - Present
Clearly In Place, LLC May 2014 - Present
PSCI September 2012 - May 2014
Northwestern Mutual Financial Network 2005 - 2012
American Express Asset Management 2002 - 2005
Fidelity Investments 2000 - 2001
Skills
Professional Organizing, Planning & Organizing..., Office Organizing, Business Coaching, Organization Skills, Organizational Design, Building Relationships, Time Management, Relationship Management, Recruiting, Talent Acquisition, Sales, Applicant Tracking..., College Recruiting, Sourcing, Interviews, Salesforce.com, Cold Calling, Management, Human Resources, Executive Search, Technical Recruiting, Staffing Services, Contract Recruitment, Employee Benefits, Onboarding, Business Organizing, Executive Coaching, Organizational...
Education
Skidmore College
BA, Psychology, Business
The Container Store September 2015 - Present
Clearly In Place, LLC May 2014 - Present
PSCI September 2012 - May 2014
Northwestern Mutual Financial Network 2005 - 2012
American Express Asset Management 2002 - 2005
Fidelity Investments 2000 - 2001
Skills
Professional Organizing, Planning & Organizing..., Office Organizing, Business Coaching, Organization Skills, Organizational Design, Building Relationships, Time Management, Relationship Management, Recruiting, Talent Acquisition, Sales, Applicant Tracking..., College Recruiting, Sourcing, Interviews, Salesforce.com, Cold Calling, Management, Human Resources, Executive Search, Technical Recruiting, Staffing Services, Contract Recruitment, Employee Benefits, Onboarding, Business Organizing, Executive Coaching, Organizational...
Education
Skidmore College
BA, Psychology, Business
Chelsea Gauci's Fidelity Investments Experience March 2014 - Present
Job High Net Worth Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments December 2009 - Present
Skills
Editing, Public Speaking, Management, Research, Microsoft Word, PowerPoint, Nonprofits, Fundraising, Microsoft Office, Social Media
Education
Smith College 2003 — 2007
Bachelor's degree, Spanish and Portuguese
Universidad de Cordoba 2005 — 2006
Fidelity Investments March 2014 - Present
Fidelity Investments December 2009 - Present
Skills
Editing, Public Speaking, Management, Research, Microsoft Word, PowerPoint, Nonprofits, Fundraising, Microsoft Office, Social Media
Education
Smith College 2003 — 2007
Bachelor's degree, Spanish and Portuguese
Universidad de Cordoba 2005 — 2006
Ariana Mirzakashani's Fidelity Investments Experience May 2014 - September 2014
Job Administrative Intern at Fidelity Investments
Industry
Experience
Fidelity Investments May 2014 - September 2014
Smith College January 2014 - May 2014
Smith College August 2013 - May 2014
Tyco International June 2013 - August 2013
Mystic Valley Regional Charter School July 2012 - August 2012
Skills
Teamwork, SPSS, Research, Stata, Marketing
Education
Smith College 2012 — 2016
Bachelor's degree, Major in Economics, Minor in History (concentrating in Middle Eastern Studies)
The London School of Economics and Political Science (LSE) 2014 — 2015
Junior Year Study Abroad, Economics and Middle Eastern History
Mystic Valley Regional Charter School 1999 — 2012
International Baccalaureate Diploma and a High School Diploma
Fidelity Investments May 2014 - September 2014
Smith College January 2014 - May 2014
Smith College August 2013 - May 2014
Tyco International June 2013 - August 2013
Mystic Valley Regional Charter School July 2012 - August 2012
Skills
Teamwork, SPSS, Research, Stata, Marketing
Education
Smith College 2012 — 2016
Bachelor's degree, Major in Economics, Minor in History (concentrating in Middle Eastern Studies)
The London School of Economics and Political Science (LSE) 2014 — 2015
Junior Year Study Abroad, Economics and Middle Eastern History
Mystic Valley Regional Charter School 1999 — 2012
International Baccalaureate Diploma and a High School Diploma
Elise Tanimoto Elise Tanimoto's Fidelity Investments Experience March 2013 - Present
Job Senior ePublishing Analyst at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments June 2012 - November 2012
Schlesinger Library, Harvard University February 2012 - May 2012
Beatley Library, Simmons College June 2011 - May 2012
Skills
Library Science, Cataloging, Copyright Law, Library, Content Management, Grant Writing, Archives, Wikis, Non-profits, Editing, Facebook, Qualitative Research, Databases, Windows, Library Instruction, Information Literacy, Research, Metadata, Microsoft Office, Wordpress, Millennium, FileMaker Pro, Minisis, Visio, Microsoft Excel
Education
Graduate School of Library and Information Science, Simmons College 2010 — 2012
Master of Science (M.S.), Library and Information Science
Smith College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments March 2013 - Present
Fidelity Investments June 2012 - November 2012
Schlesinger Library, Harvard University February 2012 - May 2012
Beatley Library, Simmons College June 2011 - May 2012
Skills
Library Science, Cataloging, Copyright Law, Library, Content Management, Grant Writing, Archives, Wikis, Non-profits, Editing, Facebook, Qualitative Research, Databases, Windows, Library Instruction, Information Literacy, Research, Metadata, Microsoft Office, Wordpress, Millennium, FileMaker Pro, Minisis, Visio, Microsoft Excel
Education
Graduate School of Library and Information Science, Simmons College 2010 — 2012
Master of Science (M.S.), Library and Information Science
Smith College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Nancy Ryan Nancy Ryan's Fidelity Investments Experience 2004 - 2007
Job Experienced Program executive
Industry Hospital & Health Care
Experience
Catholic Health Initiatives June 2014 - March 2015
Catholic Health Initiatives April 2013 - May 2014
Boston Medical Center HealthNet Plan March 2012 - January 2013
Kaiser Foundation Health Plan 2008 - July 2012
Great-West Healthcare 2007 - 2008
Fidelity Investments 2004 - 2007
GE Healthcare 2000 - August 2002
IDX Systems 2000 - 2002
Thomson Healthcare 1996 - 1999
Arthur D. Little, Inc. August 1992 - May 1996
Skills
Process Improvement, Program Management, Project Portfolio..., Team Building, Change Management, Strategic Planning, Operations Management, Cross-functional Team..., Vendor Management, Mentoring, PMO, Business Strategy, Management, Project Management, Consulting, Strategy, Healthcare, Six Sigma, Training, PMP, Business Process...
Education
Simmons College - Simmons School of Management 1989 — 1993
MBA, Finance
State University of New York College at Potsdam
B.S., Mathematics
Catholic Health Initiatives June 2014 - March 2015
Catholic Health Initiatives April 2013 - May 2014
Boston Medical Center HealthNet Plan March 2012 - January 2013
Kaiser Foundation Health Plan 2008 - July 2012
Great-West Healthcare 2007 - 2008
Fidelity Investments 2004 - 2007
GE Healthcare 2000 - August 2002
IDX Systems 2000 - 2002
Thomson Healthcare 1996 - 1999
Arthur D. Little, Inc. August 1992 - May 1996
Skills
Process Improvement, Program Management, Project Portfolio..., Team Building, Change Management, Strategic Planning, Operations Management, Cross-functional Team..., Vendor Management, Mentoring, PMO, Business Strategy, Management, Project Management, Consulting, Strategy, Healthcare, Six Sigma, Training, PMP, Business Process...
Education
Simmons College - Simmons School of Management 1989 — 1993
MBA, Finance
State University of New York College at Potsdam
B.S., Mathematics
Shaun McLaughlin Shaun McLaughlin's Fidelity Investments Experience May 2010 - Present
Job Vice President, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Transcentive October 2008 - May 2010
Etrade Financial January 1998 - November 2007
ShareData December 1996 - December 1998
Skills
Financial Services, Relationship Management, Series 7, Equities, Series 63
Education
Sonoma State University 1988 — 1993
Fidelity Investments May 2010 - Present
Transcentive October 2008 - May 2010
Etrade Financial January 1998 - November 2007
ShareData December 1996 - December 1998
Skills
Financial Services, Relationship Management, Series 7, Equities, Series 63
Education
Sonoma State University 1988 — 1993
Clark Demos Clark Demos's Fidelity Investments Experience June 2015 - Present
Job Associate, Fidelity Capital Markets at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - August 2014
Novantas May 2013 - July 2013
Cantor Fitzgerald June 2012 - June 2012
Duxbury Yacht Club 2006 - 2012
Skills
VBA, Matlab, JavaScript, Mathematica, Photoshop, Microsoft SQL Server, Oracle, R Statistical Software, Microsoft Office, Bloomberg Terminal, Data Analytics, Microsoft Excel, Econometric Modeling, Team Leadership
Education
Skidmore College 2011 — 2015
Bachelor of Arts (BA), Mathematics and Economics
London School of Economics and Political Science 2013 — 2013
Economics of European Integration, B
Duxbury High School 2007 — 2011
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - August 2014
Novantas May 2013 - July 2013
Cantor Fitzgerald June 2012 - June 2012
Duxbury Yacht Club 2006 - 2012
Skills
VBA, Matlab, JavaScript, Mathematica, Photoshop, Microsoft SQL Server, Oracle, R Statistical Software, Microsoft Office, Bloomberg Terminal, Data Analytics, Microsoft Excel, Econometric Modeling, Team Leadership
Education
Skidmore College 2011 — 2015
Bachelor of Arts (BA), Mathematics and Economics
London School of Economics and Political Science 2013 — 2013
Economics of European Integration, B
Duxbury High School 2007 — 2011
Tina Abdollahi Tina Abdollahi's Fidelity Investments Experience January 2014 - December 2014
Job VP Business Development
Industry Financial Services
Experience
Sidebuy December 2014 - Present
Fidelity Investments January 2014 - December 2014
RBC August 2011 - December 2013
TD Bank Group June 2007 - August 2011
Recon Instruments Inc March 2008 - August 2010
Skills
Customer Relations, Farsi, Customer Service, Credit, Banking, Excel, PowerPoint, Microsoft Excel, Financial Services, Finance, Investments, Portfolio Management, Wealth Management, Financial Analysis, Sales, Business Planning, Retail Banking, Loans, Project Planning, Budgets, Retail, Risk Management, Management, Leadership, Business Development, Marketing Strategy
Education
Simon Fraser University 2006 — 2010
Bachelor of Arts, Economics
Sidebuy December 2014 - Present
Fidelity Investments January 2014 - December 2014
RBC August 2011 - December 2013
TD Bank Group June 2007 - August 2011
Recon Instruments Inc March 2008 - August 2010
Skills
Customer Relations, Farsi, Customer Service, Credit, Banking, Excel, PowerPoint, Microsoft Excel, Financial Services, Finance, Investments, Portfolio Management, Wealth Management, Financial Analysis, Sales, Business Planning, Retail Banking, Loans, Project Planning, Budgets, Retail, Risk Management, Management, Leadership, Business Development, Marketing Strategy
Education
Simon Fraser University 2006 — 2010
Bachelor of Arts, Economics
Baraka Bitariho Baraka Bitariho's Fidelity Investments Experience April 2012 - December 2012
Job Marketing Specialist at Simamia
Industry Retail
Experience
Simamia March 2014 - Present
Banka General May 2010 - Present
Banka General May 2010 - Present
Young Broadcasters of America - YBA Communications January 2013 - July 2013
Fidelity Investments April 2012 - December 2012
Slippery Rock University September 2005 - May 2008
Skills
Entrepreneurship, Change Management, Strategic Planning, Finance, Recruiting, Investments, Financial Analysis, Management Consulting, Small Business, Management, Mergers & Acquisitions, Process Improvement, Program Management, Business Planning, Real Estate, Business Strategy, Start-ups, New Business Development, Negotiation, Leadership, Marketing, Training, Sales
Education
Slippery Rock University of Pennsylvania 2005 — 2008
Business Administration, Finance & Economics
West Catholic High School - Philadelphia (PA) 2001 — 2005
Simamia March 2014 - Present
Banka General May 2010 - Present
Banka General May 2010 - Present
Young Broadcasters of America - YBA Communications January 2013 - July 2013
Fidelity Investments April 2012 - December 2012
Slippery Rock University September 2005 - May 2008
Skills
Entrepreneurship, Change Management, Strategic Planning, Finance, Recruiting, Investments, Financial Analysis, Management Consulting, Small Business, Management, Mergers & Acquisitions, Process Improvement, Program Management, Business Planning, Real Estate, Business Strategy, Start-ups, New Business Development, Negotiation, Leadership, Marketing, Training, Sales
Education
Slippery Rock University of Pennsylvania 2005 — 2008
Business Administration, Finance & Economics
West Catholic High School - Philadelphia (PA) 2001 — 2005
Jenny (Ng) Williams Jenny (Ng) Williams's Fidelity Investments Experience 1998 - 2001
Job Director, Client and Consumer Services at C Space
Industry Market Research
Experience
C Space 2008 - Present
Kantar Retail 2001 - 2008
Fidelity Investments 1998 - 2001
Skills
Marketing Research, Customer Insight, Market Research, Focus Groups, Consumer Behaviour, Consumer Insight, Competitive Analysis, Analytics, Segmentation, Project Management, Market Analysis, Competitive Intelligence, Advertising Research, Quantitative Research, Marketing, Qualitative Research, Online Research, Strategy
Education
Skidmore College 1994 — 1998
BA, Dual major: Business & Psychology
C Space 2008 - Present
Kantar Retail 2001 - 2008
Fidelity Investments 1998 - 2001
Skills
Marketing Research, Customer Insight, Market Research, Focus Groups, Consumer Behaviour, Consumer Insight, Competitive Analysis, Analytics, Segmentation, Project Management, Market Analysis, Competitive Intelligence, Advertising Research, Quantitative Research, Marketing, Qualitative Research, Online Research, Strategy
Education
Skidmore College 1994 — 1998
BA, Dual major: Business & Psychology
Coleman Bello Coleman Bello's Fidelity Investments Experience June 2013 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments November 2009 - June 2013
Fidelity Investments March 2008 - October 2009
Fidelity March 2006 - February 2008
Fidelity Investments June 2005 - March 2006
Skills
401k, Series 63, Mutual Funds, Investments, Series 7
Education
Skidmore College 2001 — 2005
Bachelor of Science (BS), Business and Economics
Northfield Mount Hermon 1999 — 2001
High School Diploma
Sandwich High School 1997 — 1999
Fidelity Investments June 2013 - Present
Fidelity Investments November 2009 - June 2013
Fidelity Investments March 2008 - October 2009
Fidelity March 2006 - February 2008
Fidelity Investments June 2005 - March 2006
Skills
401k, Series 63, Mutual Funds, Investments, Series 7
Education
Skidmore College 2001 — 2005
Bachelor of Science (BS), Business and Economics
Northfield Mount Hermon 1999 — 2001
High School Diploma
Sandwich High School 1997 — 1999
Arjen van der Wal Arjen van der Wal's Fidelity Investments Experience December 2008 - September 2009
Job ...
Industry Financial Services
Experience
CIBC Wood Gundy August 2015 - Present
Mackenzie Investments February 2014 - March 2015
HOOPP July 2012 - March 2013
Scotiabank Global Banking and Markets April 2011 - July 2012
AGF Trust Company April 2010 - September 2010
Fidelity Investments December 2008 - September 2009
Fidelity Investments June 2008 - November 2008
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2005
Skills
VBA, Business Process, Documentation, Business Analysis, Process Improvement
Education
Simon Fraser University
Bachelor of Business Administration
CIBC Wood Gundy August 2015 - Present
Mackenzie Investments February 2014 - March 2015
HOOPP July 2012 - March 2013
Scotiabank Global Banking and Markets April 2011 - July 2012
AGF Trust Company April 2010 - September 2010
Fidelity Investments December 2008 - September 2009
Fidelity Investments June 2008 - November 2008
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2005
Skills
VBA, Business Process, Documentation, Business Analysis, Process Improvement
Education
Simon Fraser University
Bachelor of Business Administration
Ric Rosenfield's Fidelity Investments Experience September 2003 - July 2004
Job Small Business Consultant
Industry Management Consulting
Experience
NeighborWorks America August 2011 - December 2013
NeighborWorks America August 2009 - August 2011
K-State Research & Extension/Johnson County Environmental January 2008 - August 2008
International Center for Ethics in Business, University of Kansas August 2007 - May 2008
University of Kansas 2007 - 2008
Associates in Dispute Resolution & Building Bridges April 2005 - August 2006
Premier Personnel September 2004 - January 2005
Fidelity Investments September 2003 - July 2004
Skills
Non-profits, Process Improvement, Green Building, Community Outreach, Product Design, Grants, Strategic Planning, Program Development, Economic Development, Management, Community Development, Fundraising, Nonprofits, Leadership, Project Management, Program Evaluation
Education
University of Kansas - Graduate School of Business 2006 — 2008
MBA, Sustainable Development, Human Resources Development
Skidmore College 1999 — 2003
BA, Psychology
NeighborWorks America August 2011 - December 2013
NeighborWorks America August 2009 - August 2011
K-State Research & Extension/Johnson County Environmental January 2008 - August 2008
International Center for Ethics in Business, University of Kansas August 2007 - May 2008
University of Kansas 2007 - 2008
Associates in Dispute Resolution & Building Bridges April 2005 - August 2006
Premier Personnel September 2004 - January 2005
Fidelity Investments September 2003 - July 2004
Skills
Non-profits, Process Improvement, Green Building, Community Outreach, Product Design, Grants, Strategic Planning, Program Development, Economic Development, Management, Community Development, Fundraising, Nonprofits, Leadership, Project Management, Program Evaluation
Education
University of Kansas - Graduate School of Business 2006 — 2008
MBA, Sustainable Development, Human Resources Development
Skidmore College 1999 — 2003
BA, Psychology
Carolyn Ross Carpentier's Fidelity Investments Experience January 1998 - September 1999
Job Chief Human Resources Officer at Riverside Community Care
Industry Human Resources
Experience
Riverside Community Care July 2013 - Present
EnerNOC November 2010 - March 2013
Southcoast Hospitals Group August 2004 - November 2010
Town of Easton, MA 2004 - 2007
The May Institute 1999 - 2004
New England Family Mediation 1993 - 2002
Fidelity Investments January 1998 - September 1999
Dailey & Associates 1991 - 1998
Skills
Employee Relations, Performance Management, Organizational..., Human Resources, Coaching, Career Development, Mediation, Leadership, Conflict Resolution, Talent Acquisition, Recruiting, Deferred Compensation, Policy, Management, Employee Benefits, Leadership Development, College Recruiting, HR Policies, Onboarding, Labor Relations, Succession Planning, Strategy, Benefits Administration, Training, HRIS, Talent Management, Workforce Planning, Personnel Management, Team Leadership, Employee Engagement, Employee Training, Change Management, Employment Law, New Hire Orientations, Team Building, Applicant Tracking..., Organizational..., Strategic Planning, Compensation & Benefit, Temporary Placement, Interviews, Corporate Events, Program Management, Organizational Design, FMLA, Sourcing, Management Development, Staff Development, Taleo, Employer Branding
Education
Suffolk University Law School
Juris Doctor
Skidmore College
Bachelor of Arts (BA), Psychology (Business)
Bentley College
Certificate in Human Resources Management
Riverside Community Care July 2013 - Present
EnerNOC November 2010 - March 2013
Southcoast Hospitals Group August 2004 - November 2010
Town of Easton, MA 2004 - 2007
The May Institute 1999 - 2004
New England Family Mediation 1993 - 2002
Fidelity Investments January 1998 - September 1999
Dailey & Associates 1991 - 1998
Skills
Employee Relations, Performance Management, Organizational..., Human Resources, Coaching, Career Development, Mediation, Leadership, Conflict Resolution, Talent Acquisition, Recruiting, Deferred Compensation, Policy, Management, Employee Benefits, Leadership Development, College Recruiting, HR Policies, Onboarding, Labor Relations, Succession Planning, Strategy, Benefits Administration, Training, HRIS, Talent Management, Workforce Planning, Personnel Management, Team Leadership, Employee Engagement, Employee Training, Change Management, Employment Law, New Hire Orientations, Team Building, Applicant Tracking..., Organizational..., Strategic Planning, Compensation & Benefit, Temporary Placement, Interviews, Corporate Events, Program Management, Organizational Design, FMLA, Sourcing, Management Development, Staff Development, Taleo, Employer Branding
Education
Suffolk University Law School
Juris Doctor
Skidmore College
Bachelor of Arts (BA), Psychology (Business)
Bentley College
Certificate in Human Resources Management
Scott Thomson Scott Thomson's Fidelity Investments Experience 1996 - 1999
Job Principal Spring Rock HR Consulting LLC
Industry Human Resources
Experience
Spring Rock HR Consulting LLC 2014 - Present
The Cumberland Gulf Group August 2012 - 2014
Alkermes 2007 - 2012
Forrester Research 2004 - 2007
The Boston Consulting Group 2002 - 2004
Forrester Research 2000 - 2002
Fidelity Investments 1996 - 1999
Scitex America Corp. 1992 - 1996
Bolt, Beranek, & Newman 1987 - 1992
Skills
HRIS, Deferred Compensation, Employee Benefits, Talent Acquisition, Performance Management, Talent Management, Employee Relations, Human Resources, Onboarding, Process Improvement, Benefits Administration, Employee Engagement, Workforce Planning, Applicant Tracking..., Succession Planning
Education
Springfield College 1978 — 1979
MPE, Teaching and Administration
Slippery Rock University of Pennsylvania 1976 — 1978
BSPE, Health and Physical Education
NEHS
NEHS
Spring Rock HR Consulting LLC 2014 - Present
The Cumberland Gulf Group August 2012 - 2014
Alkermes 2007 - 2012
Forrester Research 2004 - 2007
The Boston Consulting Group 2002 - 2004
Forrester Research 2000 - 2002
Fidelity Investments 1996 - 1999
Scitex America Corp. 1992 - 1996
Bolt, Beranek, & Newman 1987 - 1992
Skills
HRIS, Deferred Compensation, Employee Benefits, Talent Acquisition, Performance Management, Talent Management, Employee Relations, Human Resources, Onboarding, Process Improvement, Benefits Administration, Employee Engagement, Workforce Planning, Applicant Tracking..., Succession Planning
Education
Springfield College 1978 — 1979
MPE, Teaching and Administration
Slippery Rock University of Pennsylvania 1976 — 1978
BSPE, Health and Physical Education
NEHS
NEHS
Kate Imboden Kate Imboden's Fidelity Investments Experience June 2012 - August 2012
Job Senior Research Analyst at Nielsen
Industry Market Research
Experience
Nielsen September 2014 - Present
Nielsen July 2013 - August 2014
THREE Group Research January 2013 - May 2013
Career Development Center September 2012 - May 2013
Dining Services September 2012 - May 2013
Braathe Enterprises March 2012 - September 2012
Fidelity Investments June 2012 - August 2012
Skidmore College September 2011 - June 2012
The Depot Theater June 2011 - August 2011
Skills
Adobe Creative Suite, User Experience Design, Logo Design, Business Plan..., iDVD, Textiles, Marketing, Blogging, Microsoft Office, WordPress, Package Design, Cover Letters, Resume Writing, Web Design
Education
Skidmore College 2009 — 2013
Bachelor of Science (BS), Studio Art, Management and Business, Arts Administration
Nielsen September 2014 - Present
Nielsen July 2013 - August 2014
THREE Group Research January 2013 - May 2013
Career Development Center September 2012 - May 2013
Dining Services September 2012 - May 2013
Braathe Enterprises March 2012 - September 2012
Fidelity Investments June 2012 - August 2012
Skidmore College September 2011 - June 2012
The Depot Theater June 2011 - August 2011
Skills
Adobe Creative Suite, User Experience Design, Logo Design, Business Plan..., iDVD, Textiles, Marketing, Blogging, Microsoft Office, WordPress, Package Design, Cover Letters, Resume Writing, Web Design
Education
Skidmore College 2009 — 2013
Bachelor of Science (BS), Studio Art, Management and Business, Arts Administration
Sue Gruskay Sue Gruskay's Fidelity Investments Experience February 1998 - February 2009
Job Salesforce.com Administrator/Business Analyst
Industry Financial Services
Experience
Deep Customer Connections, Inc. January 2011 - December 2011
Fidelity Investments February 1998 - February 2009
Fidelity Investments September 1996 - February 1998
Payette Associates March 1989 - August 1996
Skills
Salesforce.com
Education
Smith College 1982 — 1986
BA, Economics
Deep Customer Connections, Inc. January 2011 - December 2011
Fidelity Investments February 1998 - February 2009
Fidelity Investments September 1996 - February 1998
Payette Associates March 1989 - August 1996
Skills
Salesforce.com
Education
Smith College 1982 — 1986
BA, Economics
Susan Hodgkinson's Fidelity Investments Experience 2005 - 2012
Job Helping professionals develop strong personal and leadership brands.
Industry Professional Training & Coaching
Experience
The Personal Brand Company May 1994 - Present
Manpower 2010 - 2015
Manpower 2010 - 2015
At kearney 2010 - 2013
Shire Pharmaceuticals 2009 - 2013
Genzyme 2002 - 2013
Simmons School of Management 2007 - 2012
Fidelity Investments 2005 - 2012
world economic forum 2009 - 2011
world economic forum 2009 - 2011
Skills
Executive Coaching, Leadership Development, Personal Development, Public Speaking, Coaching, Leadership, Management, Workshop Facilitation, Career Counseling, Management Development, Teaching, Organizational..., Executive Development, Instructional Design, Emotional Intelligence, Program Management, Talent Management, Strategy, Change Management, Performance Management, Staff Development, E-Learning, Career Development, Training, Entrepreneurship, Management Consulting, MBTI, Marketing, Personal Branding, Team Building, Employee Training, Succession Planning, Organizational..., 360 Feedback, Nonprofits
Education
Simmons College - Simmons School of Management 1985 — 1986
MBA, Business and Management
University of New Hampshire 1976 — 1980
BA, English
The Personal Brand Company May 1994 - Present
Manpower 2010 - 2015
Manpower 2010 - 2015
At kearney 2010 - 2013
Shire Pharmaceuticals 2009 - 2013
Genzyme 2002 - 2013
Simmons School of Management 2007 - 2012
Fidelity Investments 2005 - 2012
world economic forum 2009 - 2011
world economic forum 2009 - 2011
Skills
Executive Coaching, Leadership Development, Personal Development, Public Speaking, Coaching, Leadership, Management, Workshop Facilitation, Career Counseling, Management Development, Teaching, Organizational..., Executive Development, Instructional Design, Emotional Intelligence, Program Management, Talent Management, Strategy, Change Management, Performance Management, Staff Development, E-Learning, Career Development, Training, Entrepreneurship, Management Consulting, MBTI, Marketing, Personal Branding, Team Building, Employee Training, Succession Planning, Organizational..., 360 Feedback, Nonprofits
Education
Simmons College - Simmons School of Management 1985 — 1986
MBA, Business and Management
University of New Hampshire 1976 — 1980
BA, English
Muhammad R Ahmed Muhammad R Ahmed's Fidelity Investments Experience July 2012 - Present
Job Senior Software Engineer Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
NED Alumni Association of Tristate (NEDATS) June 2011 - June 2012
Datamax of Texas September 2008 - June 2012
Comprehensive Business Services December 2004 - September 2008
Arbi Industries Ltd. (ArSoft Corporation) April 2000 - November 2004
Horizon International Systems February 2000 - March 2000
Galactic (Private) Ltd. June 1999 - January 2000
Dadex Eternit Ltd. March 1998 - June 1999
Skills
Business Analysis, Microsoft SQL Server, Software Development, ASP.NET, Team Leadership, Document Management, Access, Java, SQL, Databases, HTML, VB.NET, C#, Agile - Software..., Web Services, JavaScript, XML, Oracle, Visual Basic, Integration, Crystal Reports, T-SQL, Visual Studio, AJAX, XSLT, SOAP, ADO.NET
Education
Sir Syed University of Engineering and Technology 1994 — 1998
B.E, Computer Science
Fidelity Investments July 2012 - Present
NED Alumni Association of Tristate (NEDATS) June 2011 - June 2012
Datamax of Texas September 2008 - June 2012
Comprehensive Business Services December 2004 - September 2008
Arbi Industries Ltd. (ArSoft Corporation) April 2000 - November 2004
Horizon International Systems February 2000 - March 2000
Galactic (Private) Ltd. June 1999 - January 2000
Dadex Eternit Ltd. March 1998 - June 1999
Skills
Business Analysis, Microsoft SQL Server, Software Development, ASP.NET, Team Leadership, Document Management, Access, Java, SQL, Databases, HTML, VB.NET, C#, Agile - Software..., Web Services, JavaScript, XML, Oracle, Visual Basic, Integration, Crystal Reports, T-SQL, Visual Studio, AJAX, XSLT, SOAP, ADO.NET
Education
Sir Syed University of Engineering and Technology 1994 — 1998
B.E, Computer Science
Carey Hoch's Fidelity Investments Experience September 2012 - July 2013
Job Senior Marketing Executive
Industry Financial Services
Experience
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
Nicholas Braude Nicholas Braude's Fidelity Investments Experience July 2014 - February 2015
Job Marketing Communications Professional
Industry Public Relations and Communications
Experience
PwC May 2015 - Present
Fidelity Investments July 2014 - February 2015
PwC February 2013 - July 2014
PwC August 2011 - February 2013
CME Group November 2010 - August 2011
Diamond Management & Technology Consultants 2007 - 2010
Imagination Publishing 2007 - 2007
Crain Communications 2005 - 2007
Crain Communications 2004 - 2005
Dow Jones Newswires 2000 - 2003
Skills
Strategic Communications, Corporate Communications, Blogging, Editing, Marketing Communications, Research, Content Management, Social Media Marketing, Email Marketing, Press Releases, Social Media, Web Content, Newsletters, Marketing, Internal Communications, Publications, Microsoft Office, Public Relations, Copy Editing, Thought Leadership, HTML, QuarkXPress, Journalism, Public Speaking, Analytics, Media Relations
Education
Skidmore College
Bachelor of Arts, English
PwC May 2015 - Present
Fidelity Investments July 2014 - February 2015
PwC February 2013 - July 2014
PwC August 2011 - February 2013
CME Group November 2010 - August 2011
Diamond Management & Technology Consultants 2007 - 2010
Imagination Publishing 2007 - 2007
Crain Communications 2005 - 2007
Crain Communications 2004 - 2005
Dow Jones Newswires 2000 - 2003
Skills
Strategic Communications, Corporate Communications, Blogging, Editing, Marketing Communications, Research, Content Management, Social Media Marketing, Email Marketing, Press Releases, Social Media, Web Content, Newsletters, Marketing, Internal Communications, Publications, Microsoft Office, Public Relations, Copy Editing, Thought Leadership, HTML, QuarkXPress, Journalism, Public Speaking, Analytics, Media Relations
Education
Skidmore College
Bachelor of Arts, English
Ann Fitzgerald Ann Fitzgerald's Fidelity Investments Experience 1994 - 1998
Job Senior Vice President, Head of Thought Leadership Marketing at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
Bank of America September 2005 - May 2015
Putnam Investments 2003 - 2005
Morgan Stanley 1998 - 2000
Fidelity Investments 1994 - 1998
Skills
Series 7 and 63 licensed, End to End Program..., Team Management, Product differentiation..., Content Strategy, Executive-Level..., Organization &..., Marketing, Online Advertising, Project Management, Product Marketing, Leadership, Investments, Mutual Funds, Program Management, Market Research, Business Strategy, Social Media Marketing, Multi-channel Marketing, Marketing Strategy, Segmentation, Thought Leadership, Digital Marketing, Wealth Management, Finance, Financial Services
Education
Simmons School of Management
Master of Business Administration (M.B.A.), Marketing
Suffolk University
Bachelor's degree, Government
Bessemer Trust June 2015 - Present
Bank of America September 2005 - May 2015
Putnam Investments 2003 - 2005
Morgan Stanley 1998 - 2000
Fidelity Investments 1994 - 1998
Skills
Series 7 and 63 licensed, End to End Program..., Team Management, Product differentiation..., Content Strategy, Executive-Level..., Organization &..., Marketing, Online Advertising, Project Management, Product Marketing, Leadership, Investments, Mutual Funds, Program Management, Market Research, Business Strategy, Social Media Marketing, Multi-channel Marketing, Marketing Strategy, Segmentation, Thought Leadership, Digital Marketing, Wealth Management, Finance, Financial Services
Education
Simmons School of Management
Master of Business Administration (M.B.A.), Marketing
Suffolk University
Bachelor's degree, Government
Nancy Barry Nancy Barry's Fidelity Investments Experience November 1997 - November 2008
Job Project Manager/Business Analyst at State Street
Industry Information Technology and Services
Experience
State Street April 2012 - Present
Denali Investments November 2008 - March 2012
Fidelity Investments November 1997 - November 2008
First Trade Union Bank November 1996 - November 1997
Investors Bank & Trust June 1994 - August 1996
Education
Simmons College - Simmons School of Management 1991 — 1992
MBA, Marketing
State Street April 2012 - Present
Denali Investments November 2008 - March 2012
Fidelity Investments November 1997 - November 2008
First Trade Union Bank November 1996 - November 1997
Investors Bank & Trust June 1994 - August 1996
Education
Simmons College - Simmons School of Management 1991 — 1992
MBA, Marketing
Devon Mahussier's Fidelity Investments Experience January 2015 - May 2015
Job Advisor Sales Student at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - May 2015
GE Capital September 2013 - May 2014
Northview Golf and Country Club July 2009 - August 2013
Skills
Construction, Contract Negotiation, Contract Management, Budgets, Customer Service, Microsoft Office, Project Management, Negotiation, Strategic Planning, Microsoft Excel, Construction Management, Project Planning, Team Leadership
Education
Simon Fraser University 2010 — 2015
Finance, Entrepreneurship
Fidelity Investments January 2015 - May 2015
GE Capital September 2013 - May 2014
Northview Golf and Country Club July 2009 - August 2013
Skills
Construction, Contract Negotiation, Contract Management, Budgets, Customer Service, Microsoft Office, Project Management, Negotiation, Strategic Planning, Microsoft Excel, Construction Management, Project Planning, Team Leadership
Education
Simon Fraser University 2010 — 2015
Finance, Entrepreneurship
James R. Viator, CTP James R. Viator, CTP's Fidelity Investments Experience August 1999 - February 2004
Job Retirement Plan Specialist at Vanguard
Industry Financial Services
Experience
Vanguard 2013 - Present
Wells Fargo Bank 2008 - 2013
Wells Fargo Investments 2007 - 2008
Legacy Financial Advisors (NV) 2006 - 2007
Fidelity Investments August 1999 - February 2004
Skills
Certified Treasury..., Treasury Management, Commercial Card, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Banking, Investments, Mutual Funds, Securities, Fixed Income, Asset Allocation, Credit, Uniform Combined State..., Equities, Investment Advisory, Bonds, Finance, Series 7, Financial Analysis, Retirement Planning, Financial Services, Series 63, Financial Planning, Asset Management
Education
University of Utah 1994 — 2001
BA in Finance / Minor in Spanish, Finance, General
Snow College 1990 — 1991
Vanguard 2013 - Present
Wells Fargo Bank 2008 - 2013
Wells Fargo Investments 2007 - 2008
Legacy Financial Advisors (NV) 2006 - 2007
Fidelity Investments August 1999 - February 2004
Skills
Certified Treasury..., Treasury Management, Commercial Card, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Banking, Investments, Mutual Funds, Securities, Fixed Income, Asset Allocation, Credit, Uniform Combined State..., Equities, Investment Advisory, Bonds, Finance, Series 7, Financial Analysis, Retirement Planning, Financial Services, Series 63, Financial Planning, Asset Management
Education
University of Utah 1994 — 2001
BA in Finance / Minor in Spanish, Finance, General
Snow College 1990 — 1991
Jill Roosevelt Jill Roosevelt's Fidelity Investments Experience March 2012 - Present
Job Principal, Corporate Venturing at ICEX, Inc.
Industry Venture Capital & Private Equity
Experience
Fidelity Investments March 2012 - Present
ICEX, Inc. January 2012 - Present
Volition Capital LLC December 2009 - December 2011
Fidelity Investments - Fidelity Ventures/Fidelity Equity Partners March 2004 - December 2009
Fidelity Investments September 1996 - March 2004
State Street Corporation 1980 - 1996
Skills
New Business Development, Key Account Management, Strategic Partnerships, Technology..., Disruptive Technologies, Emerging Technologies, Business Intelligence, Business Strategy, Change Management, Outsourcing
Education
Simmons School of Management 1994 — 1999
Master of Business Administration
University of Hartford
English Literature
Fidelity Investments March 2012 - Present
ICEX, Inc. January 2012 - Present
Volition Capital LLC December 2009 - December 2011
Fidelity Investments - Fidelity Ventures/Fidelity Equity Partners March 2004 - December 2009
Fidelity Investments September 1996 - March 2004
State Street Corporation 1980 - 1996
Skills
New Business Development, Key Account Management, Strategic Partnerships, Technology..., Disruptive Technologies, Emerging Technologies, Business Intelligence, Business Strategy, Change Management, Outsourcing
Education
Simmons School of Management 1994 — 1999
Master of Business Administration
University of Hartford
English Literature
Debra Graves Debra Graves's Fidelity Investments Experience April 2011 - December 2011
Job Business Analyst I Quality Assurance Analyst
Industry Computer Software
Experience
Massachusetts Department of Unemployment Assistance January 2013 - April 2013
Sovereign Bank May 2012 - August 2012
State Street December 2011 - April 2012
Fidelity Investments April 2011 - December 2011
State Street Bank 2003 - 2010
State Street Global Advisors 1999 - 2003
Federal Reserve Bank of Boston 1990 - 1999
Skills
HP Quality Center, SQL, MS Project, MS Visio, MS Excel, Visio, Quality Center, Business Requirements, Software Documentation, Microsoft Excel, User Acceptance Testing, MS Access, Testing, Quality Assurance, Requirements Gathering, Change Management, Software Quality..., Business Process, SDLC, Business Analysis, Access, Analysis
Education
Northeastern University 2014 — 2016
Graduate Certificate in Health Informatics, Health Informatics
Simmons College - Simmons School of Management 1989 — 1991
MBA, General
Massachusetts Department of Unemployment Assistance January 2013 - April 2013
Sovereign Bank May 2012 - August 2012
State Street December 2011 - April 2012
Fidelity Investments April 2011 - December 2011
State Street Bank 2003 - 2010
State Street Global Advisors 1999 - 2003
Federal Reserve Bank of Boston 1990 - 1999
Skills
HP Quality Center, SQL, MS Project, MS Visio, MS Excel, Visio, Quality Center, Business Requirements, Software Documentation, Microsoft Excel, User Acceptance Testing, MS Access, Testing, Quality Assurance, Requirements Gathering, Change Management, Software Quality..., Business Process, SDLC, Business Analysis, Access, Analysis
Education
Northeastern University 2014 — 2016
Graduate Certificate in Health Informatics, Health Informatics
Simmons College - Simmons School of Management 1989 — 1991
MBA, General
Lizbeth Glickman Lizbeth Glickman's Fidelity Investments Experience 1985 - 1988
Job Senior Technical Writer at Duke Clinical Research Institute
Industry Hospital & Health Care
Experience
Duke Clinical Research Institute March 1997 - 2010
NA 1991 - 2001
Duke Medical Center 1995 - 1997
Computer Intelligence, Inc. 1992 - 1994
Fidelity Investments 1985 - 1988
HCW, Inc. 1981 - 1985
Resource Planning Associates 1974 - 1980
Skills
Software Documentation, Management, Analysis, Strategy, Training, Research, Marketing Strategy, Access, Quality Assurance, Social Media, Editing, Project Management, Public Speaking, Strategic Planning, Leadership, Customer Service, Technical Writing, Newsletters, Microsoft Excel
Education
Simmons College - Simmons School of Management 1980 — 1981
MBA
Duke Clinical Research Institute March 1997 - 2010
NA 1991 - 2001
Duke Medical Center 1995 - 1997
Computer Intelligence, Inc. 1992 - 1994
Fidelity Investments 1985 - 1988
HCW, Inc. 1981 - 1985
Resource Planning Associates 1974 - 1980
Skills
Software Documentation, Management, Analysis, Strategy, Training, Research, Marketing Strategy, Access, Quality Assurance, Social Media, Editing, Project Management, Public Speaking, Strategic Planning, Leadership, Customer Service, Technical Writing, Newsletters, Microsoft Excel
Education
Simmons College - Simmons School of Management 1980 — 1981
MBA
Chris Pounds, MBA's Fidelity Investments Experience July 1993 - July 1995
Job Asst. Vice President Customer Service at CrossCheck, Inc.
Industry Financial Services
Experience
CrossCheck, Inc. July 2012 - Present
Brink's, Inc. January 1999 - June 2009
Excel Communications January 1998 - November 1998
Excel Communications November 1995 - January 1998
Fidelity Investments July 1993 - July 1995
Skills
Call Center, Customer Service, Team Management, Microsoft Office, CRM software, Web Design, Contact Center Design, Vantive, Crystal Reports, FrontRange HEAT, Symposium, CRM, Business Planning, Call Centers, Process Improvement, Business Process..., Management, Training, Strategic Planning, Forecasting, Operations Management, Customer Satisfaction, Leadership, Change Management, Budgets, Vendor Management, Cross-functional Team..., Strategy, Coaching, Telecommunications, Recruiting, Sales, Start-ups, Marketing, Program Management, Integration, Selling, Networking, Customer Experience, Team Building, Quality Assurance, Team Leadership, Business Analysis, Executive Management, Risk Management, Customer Retention, Business Development, Project Management, Account Management, Analysis
Education
Sonoma State University 2010 — 2012
MBA
The University of Texas at Austin 2006 — 2009
General Management Certificate, Management
Texas State University 1989 — 1993
BBA, Finance
The University of Texas at Austin 1987 — 1989
Electrical Engineering
CrossCheck, Inc. July 2012 - Present
Brink's, Inc. January 1999 - June 2009
Excel Communications January 1998 - November 1998
Excel Communications November 1995 - January 1998
Fidelity Investments July 1993 - July 1995
Skills
Call Center, Customer Service, Team Management, Microsoft Office, CRM software, Web Design, Contact Center Design, Vantive, Crystal Reports, FrontRange HEAT, Symposium, CRM, Business Planning, Call Centers, Process Improvement, Business Process..., Management, Training, Strategic Planning, Forecasting, Operations Management, Customer Satisfaction, Leadership, Change Management, Budgets, Vendor Management, Cross-functional Team..., Strategy, Coaching, Telecommunications, Recruiting, Sales, Start-ups, Marketing, Program Management, Integration, Selling, Networking, Customer Experience, Team Building, Quality Assurance, Team Leadership, Business Analysis, Executive Management, Risk Management, Customer Retention, Business Development, Project Management, Account Management, Analysis
Education
Sonoma State University 2010 — 2012
MBA
The University of Texas at Austin 2006 — 2009
General Management Certificate, Management
Texas State University 1989 — 1993
BBA, Finance
The University of Texas at Austin 1987 — 1989
Electrical Engineering
Zachary Horne Zachary Horne's Fidelity Investments Experience June 2015 - August 2015
Job Student at University of Notre Dame
Industry
Experience
Fidelity Investments June 2015 - August 2015
Christ Church Plano May 2013 - August 2014
University of Notre Dame Learning Resource Center August 2013 - December 2013
Kumon June 2011 - July 2012
Skills
Curriculum Design, Korean, Teamwork, Leadership, Time Management, Finance, Spanish, Children's Ministry, Microsoft Excel, Microsoft Word, PowerPoint, Leading Discussions, Research
Education
University of Notre Dame 2012 — 2016
Bachelor's Degree, Finance, 3.8/4.0
Sogang University 2013 — 2013
Study Abroad, Korean Language and Cultre, 4.3/4.3
Fidelity Investments June 2015 - August 2015
Christ Church Plano May 2013 - August 2014
University of Notre Dame Learning Resource Center August 2013 - December 2013
Kumon June 2011 - July 2012
Skills
Curriculum Design, Korean, Teamwork, Leadership, Time Management, Finance, Spanish, Children's Ministry, Microsoft Excel, Microsoft Word, PowerPoint, Leading Discussions, Research
Education
University of Notre Dame 2012 — 2016
Bachelor's Degree, Finance, 3.8/4.0
Sogang University 2013 — 2013
Study Abroad, Korean Language and Cultre, 4.3/4.3
Tammy Vigue's Fidelity Investments Experience November 1998 - December 2000
Job CAP Consultant at Porchlight Financial/Manulife Securities Incorporated
Industry Financial Services
Experience
Porchlight Financial/Manulife Securities Incorporated September 2015 - Present
Sun Life Financial May 2014 - August 2015
Self employed - Professional Training & Coaching October 2007 - May 2014
Dynamic Funds January 2009 - February 2010
Sun Life Financial November 2002 - September 2006
Invesco Canada May 2001 - July 2002
Fidelity Investments November 1998 - December 2000
Skills
Coaching, Leadership Development, Workshop Facilitation, Executive Coaching, Retirement Planning, Training, Personal Development, Emotional Intelligence, Public Speaking, Wealth Management, Business Development, Retirement, Relationship Management, Mutual Funds, Leadership, Mindfulness Meditation, Meditation, Yoga, Stress Management, Work Life Balance, Brand Ambassadorship, Team Building, Entrepreneurship, Diplomacy, Program Management, Strategic Planning, Management
Education
Simon Fraser University 1989 — 1994
BA, Psychology
Retirement Options 2013 — 2013
Certified Retirement Coach, Retirement Coaching
Authentic Leadership Global 2010 — 2010
Certified Authentic Leadership Conversations Facilitator
Coaches Training Institute 2010 — 2010
CTI Coach Training Program
New Ventures West, San Francisco, California 2006 — 2006
Coaching to Excellence
Seven Centers Yoga Arts, Sedona, Arizona 2007 — 2007
200HR Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Porchlight Financial/Manulife Securities Incorporated September 2015 - Present
Sun Life Financial May 2014 - August 2015
Self employed - Professional Training & Coaching October 2007 - May 2014
Dynamic Funds January 2009 - February 2010
Sun Life Financial November 2002 - September 2006
Invesco Canada May 2001 - July 2002
Fidelity Investments November 1998 - December 2000
Skills
Coaching, Leadership Development, Workshop Facilitation, Executive Coaching, Retirement Planning, Training, Personal Development, Emotional Intelligence, Public Speaking, Wealth Management, Business Development, Retirement, Relationship Management, Mutual Funds, Leadership, Mindfulness Meditation, Meditation, Yoga, Stress Management, Work Life Balance, Brand Ambassadorship, Team Building, Entrepreneurship, Diplomacy, Program Management, Strategic Planning, Management
Education
Simon Fraser University 1989 — 1994
BA, Psychology
Retirement Options 2013 — 2013
Certified Retirement Coach, Retirement Coaching
Authentic Leadership Global 2010 — 2010
Certified Authentic Leadership Conversations Facilitator
Coaches Training Institute 2010 — 2010
CTI Coach Training Program
New Ventures West, San Francisco, California 2006 — 2006
Coaching to Excellence
Seven Centers Yoga Arts, Sedona, Arizona 2007 — 2007
200HR Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Viola Adhami Viola Adhami's Fidelity Investments Experience June 2007 - November 2007
Job Associate Director, Commercial Mortgages Asset Management, CFA Level III Candidate
Industry Investment Management
Experience
Sun Life Financial August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Smith College September 2007 - May 2010
Affirmative Investments June 2009 - August 2009
Greater Boston Legal Services May 2008 - August 2008
Fidelity Investments June 2007 - November 2007
Skills
Employee Benefits, Asset Management, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Research, PowerPoint, Investments, Financial Modeling, Public Speaking, Economics, Career Development, Leadership Development, Finance
Education
Smith College 2006 — 2010
B.A. in Economics; Minor in Spanish, Economics
Universidad de Córdoba 2008 — 2009
Spring Semester Abroad (Jan-May 2009)
CFA Level III Candidate
Sun Life Financial August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Smith College September 2007 - May 2010
Affirmative Investments June 2009 - August 2009
Greater Boston Legal Services May 2008 - August 2008
Fidelity Investments June 2007 - November 2007
Skills
Employee Benefits, Asset Management, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Research, PowerPoint, Investments, Financial Modeling, Public Speaking, Economics, Career Development, Leadership Development, Finance
Education
Smith College 2006 — 2010
B.A. in Economics; Minor in Spanish, Economics
Universidad de Córdoba 2008 — 2009
Spring Semester Abroad (Jan-May 2009)
CFA Level III Candidate
Spencer Carroll's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Entreprenoma/Community for Entrepreneurial Leadership & Learning (CELL) January 2014 - May 2015
Made By Seawolves Student Entrepreneur Marketplace January 2014 - May 2015
Sonoma State University Student Center October 2014 - April 2015
STITCH Editing December 2014 - January 2015
Digicomp Networks January 2011 - December 2014
Sonoma State University January 2014 - August 2014
Skills
Customer Service, Start-ups, Entrepreneurship, Budgets, Sales, Microsoft Office, PowerPoint, Public Speaking, Social Media, Leadership, Teamwork, Microsoft Excel
Education
Sonoma State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.004
Oaks Christian High School 2007 — 2011
Fidelity Investments July 2015 - Present
Entreprenoma/Community for Entrepreneurial Leadership & Learning (CELL) January 2014 - May 2015
Made By Seawolves Student Entrepreneur Marketplace January 2014 - May 2015
Sonoma State University Student Center October 2014 - April 2015
STITCH Editing December 2014 - January 2015
Digicomp Networks January 2011 - December 2014
Sonoma State University January 2014 - August 2014
Skills
Customer Service, Start-ups, Entrepreneurship, Budgets, Sales, Microsoft Office, PowerPoint, Public Speaking, Social Media, Leadership, Teamwork, Microsoft Excel
Education
Sonoma State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.004
Oaks Christian High School 2007 — 2011
Ted D. Snow, CFP®, MBA Ted D. Snow, CFP®, MBA's Fidelity Investments Experience January 1987 - August 1997
Job CFP® and Founding Principal at Snow Financial Group, LLC
Industry Financial Services
Experience
Snow Financial Group, LLC January 2006 - Present
Lincoln Financial Advisors August 1999 - December 2005
Principal Financial Group August 1997 - August 1999
Fidelity Investments January 1987 - August 1997
Skills
Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Securities, Financial Services, Employee Benefits, Investments, Investment Management, Insurance, Risk Management, 401k, Financial Planning, ERISA, Financial Planners, Executive Benefit..., Management, Portfolio Management, Wealth, Finance, Life Insurance, Mutual Funds, Retirement Planning, Small Business, Wealth Management, Asset Allocation, Disability Insurance, FINRA, Fixed Annuities, Investment Advisory, Long-term Care, Social Security, Wealth Management..., Series 7, Unique Financial..., Lifetime Income Planning, Social Security..., End of Life Planning, Advanced Savings..., IRAs, Alternative Investments, Investment Strategies, Asset Management
Education
The University of Dallas 1992 — 1995
MBA, Financial Planning
Utah State University 1984 — 1986
BS, Business, Finance, and Economics
Snow College 1982 — 1984
AS, Finance and Economics
Cyprus High School 1979 — 1982
General Education, General
Snow Financial Group, LLC January 2006 - Present
Lincoln Financial Advisors August 1999 - December 2005
Principal Financial Group August 1997 - August 1999
Fidelity Investments January 1987 - August 1997
Skills
Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Securities, Financial Services, Employee Benefits, Investments, Investment Management, Insurance, Risk Management, 401k, Financial Planning, ERISA, Financial Planners, Executive Benefit..., Management, Portfolio Management, Wealth, Finance, Life Insurance, Mutual Funds, Retirement Planning, Small Business, Wealth Management, Asset Allocation, Disability Insurance, FINRA, Fixed Annuities, Investment Advisory, Long-term Care, Social Security, Wealth Management..., Series 7, Unique Financial..., Lifetime Income Planning, Social Security..., End of Life Planning, Advanced Savings..., IRAs, Alternative Investments, Investment Strategies, Asset Management
Education
The University of Dallas 1992 — 1995
MBA, Financial Planning
Utah State University 1984 — 1986
BS, Business, Finance, and Economics
Snow College 1982 — 1984
AS, Finance and Economics
Cyprus High School 1979 — 1982
General Education, General
Jacob Ring's Fidelity Investments Experience June 2014 - August 2014
Job Financial Analyst at Time Inc.
Industry Financial Services
Experience
Time Inc. September 2015 - Present
Skidmore College September 2014 - May 2015
Fidelity Investments June 2014 - August 2014
Good Samaritan Medical Center June 2013 - August 2013
Good Samaritan Hospital Medical Center June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Business Analysis, Management, Public Speaking, Photoshop, Research, Information Technology, Strategic Planning, Customer Service, Analysis, Editing, Teamwork, Event Planning, Leadership
Education
Skidmore College 2011 — 2015
Bachelor of Science (BS), Management & Business, Class of 2015
Escuela Superior de Comercio Internacional 2014 — 2014
International Business
Time Inc. September 2015 - Present
Skidmore College September 2014 - May 2015
Fidelity Investments June 2014 - August 2014
Good Samaritan Medical Center June 2013 - August 2013
Good Samaritan Hospital Medical Center June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Business Analysis, Management, Public Speaking, Photoshop, Research, Information Technology, Strategic Planning, Customer Service, Analysis, Editing, Teamwork, Event Planning, Leadership
Education
Skidmore College 2011 — 2015
Bachelor of Science (BS), Management & Business, Class of 2015
Escuela Superior de Comercio Internacional 2014 — 2014
International Business
Ruth Weber, MBA Ruth Weber, MBA's Fidelity Investments Experience April 2015 - Present
Job Project Manager, Talent Acquisition at Fidelity Investments
Industry Executive Office
Experience
Fidelity Investments April 2015 - Present
Young Audiences of Massachusetts 2008 - 2009
BankBoston 1994 - 1998
BankBoston 1990 - 1994
BankBoston 1989 - 1991
Harvard Community Health Plan 1981 - 1986
Skills
Strategy and Execution, Project Management, Board Governance, Grants, Fundraising, Organizational..., Public Speaking, Performance Improvement, Strategic Planning, Training, Strategy, Nonprofits, Leadership, Recruiting, Team Development, Stakeholder and..., Operations Performance..., Management, Strategic Partnerships, Community Outreach, Volunteer Management, Marketing
Education
Simmons College - Simmons School of Management
Master of Business Administration, MBA
SUNY at Buffalo
Bachelor of Arts (BA), American Studies
reacHIRE
Professional skills re-certification
Fidelity Investments April 2015 - Present
Young Audiences of Massachusetts 2008 - 2009
BankBoston 1994 - 1998
BankBoston 1990 - 1994
BankBoston 1989 - 1991
Harvard Community Health Plan 1981 - 1986
Skills
Strategy and Execution, Project Management, Board Governance, Grants, Fundraising, Organizational..., Public Speaking, Performance Improvement, Strategic Planning, Training, Strategy, Nonprofits, Leadership, Recruiting, Team Development, Stakeholder and..., Operations Performance..., Management, Strategic Partnerships, Community Outreach, Volunteer Management, Marketing
Education
Simmons College - Simmons School of Management
Master of Business Administration, MBA
SUNY at Buffalo
Bachelor of Arts (BA), American Studies
reacHIRE
Professional skills re-certification
Angela Ostroff's Fidelity Investments Experience January 1983 - January 1986
Job Proven Advertising Sales, Media and Digital, Account Executive
Industry Marketing and Advertising
Experience
Cox Media Group October 2014 - Present
Omni Search Solutions, Inc. January 2008 - Present
M-Scribe Technologies, LLC May 2013 - July 2014
J. Galt Associates, Inc. July 2010 - April 2013
Optimal Living September 2004 - October 2007
Angela Ostroff Design June 1996 - August 2004
Ostroff & Kline, P.C. January 1990 - May 1997
Fidelity Investments January 1983 - January 1986
Skills
SEO, Online Marketing, Advertising, Email Marketing, Strategic Planning, Social Media, SEM, Sales, Online Advertising, Marketing, Project Management, Selling, Sales Presentations, Lead Generation, Direct Marketing, Account Management, Sales Process, Training, PPC, Web Marketing, Salesforce.com, Cold Calling, Start-ups, B2B Marketing, Digital Marketing, Product Development, Strategic Partnerships, Entrepreneurship, Small Business, Marketing Strategy, CRM, Business Development, Contract Negotiation, Negotiation, Strategy, Competitive Analysis
Education
Slippery Rock University of Pennsylvania 1976 — 1980
Bachelor of Science, Social Research, Statistics
Meadville High School
Cox Media Group October 2014 - Present
Omni Search Solutions, Inc. January 2008 - Present
M-Scribe Technologies, LLC May 2013 - July 2014
J. Galt Associates, Inc. July 2010 - April 2013
Optimal Living September 2004 - October 2007
Angela Ostroff Design June 1996 - August 2004
Ostroff & Kline, P.C. January 1990 - May 1997
Fidelity Investments January 1983 - January 1986
Skills
SEO, Online Marketing, Advertising, Email Marketing, Strategic Planning, Social Media, SEM, Sales, Online Advertising, Marketing, Project Management, Selling, Sales Presentations, Lead Generation, Direct Marketing, Account Management, Sales Process, Training, PPC, Web Marketing, Salesforce.com, Cold Calling, Start-ups, B2B Marketing, Digital Marketing, Product Development, Strategic Partnerships, Entrepreneurship, Small Business, Marketing Strategy, CRM, Business Development, Contract Negotiation, Negotiation, Strategy, Competitive Analysis
Education
Slippery Rock University of Pennsylvania 1976 — 1980
Bachelor of Science, Social Research, Statistics
Meadville High School
Dorothy Urlich's Fidelity Investments Experience 2004 - 2006
Job Chief Marketing Officer at Sleek Machine
Industry Marketing and Advertising
Experience
Sleek Machine March 2015 - Present
Freelance February 2014 - February 2015
Hill Holliday April 2006 - February 2014
Fidelity Investments 2004 - 2006
Mullen 2000 - 2004
Pagano Schenck and Kay 1993 - 2000
Epsilon 1992 - 1993
Hill Holliday 1987 - 1991
Hughes Communications Group 1986 - 1989
Skills
Concept Development, Graphic Design, Creative Strategy, Strategy, Budgets, Integration, Integrated Marketing, Recruiting, New Business Development, Digital Strategy, Outdoor Advertising, Interactive Marketing, Art, Interactive Advertising, Advertising, Creative Direction, Brand Development, Direct Mail, Digital Marketing, Online Advertising, Digital Media, Art Direction, Project Management
Education
Skidmore College 1980 — 1984
B.S., Studio Art and Business
Hyper Island Master Class
Sleek Machine March 2015 - Present
Freelance February 2014 - February 2015
Hill Holliday April 2006 - February 2014
Fidelity Investments 2004 - 2006
Mullen 2000 - 2004
Pagano Schenck and Kay 1993 - 2000
Epsilon 1992 - 1993
Hill Holliday 1987 - 1991
Hughes Communications Group 1986 - 1989
Skills
Concept Development, Graphic Design, Creative Strategy, Strategy, Budgets, Integration, Integrated Marketing, Recruiting, New Business Development, Digital Strategy, Outdoor Advertising, Interactive Marketing, Art, Interactive Advertising, Advertising, Creative Direction, Brand Development, Direct Mail, Digital Marketing, Online Advertising, Digital Media, Art Direction, Project Management
Education
Skidmore College 1980 — 1984
B.S., Studio Art and Business
Hyper Island Master Class
Julie Trant Julie Trant's Fidelity Investments Experience January 2005 - June 2007
Job Employee Benefits Manager at Bose Corporation
Industry Consumer Electronics
Experience
Bose Corporation April 2008 - Present
Fidelity Investments [March 2003 - April 2008] July 2007 - April 2008
Fidelity Investments January 2005 - June 2007
Fidelity Investments March 2003 - January 2005
Authoria, Inc September 2000 - May 2002
Hale and Dorr LLP March 1996 - August 2000
Bank of Boston (now Bank of America) June 1994 - March 1996
Symmes Hospital June 1992 - May 1994
Eastern Enterprises October 1986 - May 1992
Skills
Benefits Administration, Employee Benefits, Employee Relations, Human Resources, Deferred Compensation, Recruiting, Training, Leadership, Budgets, Outsourcing, Program Management, System Administration, Access, Management, Customer Service, HRIS, Onboarding, Strategy, Performance Management, PeopleSoft, Mergers & Acquisitions, Strategic Planning, Vendor Management, Talent Management, Team Management, Talent Acquisition, Strategic HR
Education
Simmons College - Simmons School of Management 1988 — 1990
MBA, Business Management
Wheaton College (MA) 1977 — 1981
BA, Economics; management
Bose Corporation April 2008 - Present
Fidelity Investments [March 2003 - April 2008] July 2007 - April 2008
Fidelity Investments January 2005 - June 2007
Fidelity Investments March 2003 - January 2005
Authoria, Inc September 2000 - May 2002
Hale and Dorr LLP March 1996 - August 2000
Bank of Boston (now Bank of America) June 1994 - March 1996
Symmes Hospital June 1992 - May 1994
Eastern Enterprises October 1986 - May 1992
Skills
Benefits Administration, Employee Benefits, Employee Relations, Human Resources, Deferred Compensation, Recruiting, Training, Leadership, Budgets, Outsourcing, Program Management, System Administration, Access, Management, Customer Service, HRIS, Onboarding, Strategy, Performance Management, PeopleSoft, Mergers & Acquisitions, Strategic Planning, Vendor Management, Talent Management, Team Management, Talent Acquisition, Strategic HR
Education
Simmons College - Simmons School of Management 1988 — 1990
MBA, Business Management
Wheaton College (MA) 1977 — 1981
BA, Economics; management
Kathleen M Sheridan MBA's Fidelity Investments Experience May 2007 - October 2007
Job Talent acquisition professional with US & EU citizenship. Finding talent, building relationships for over 14 years.
Industry Publishing
Experience
Harvard Business Publishing December 2010 - Present
Harvard Business Publishing July 2010 - December 2010
Explorica September 2009 - July 2010
Kenexa November 2007 - December 2008
Fidelity Investments May 2007 - October 2007
Digitas, Inc. November 2006 - May 2007
Randstad, USA January 2006 - November 2006
Randstad, USA November 2004 - December 2005
Randstad, N.A. March 2001 - November 2004
Bank of America, formerly The Bank of Boston May 1992 - May 1998
Skills
Talent Acquisition, Talent Management, Recruiting, Sourcing, Human Resources, Internet Recruiting, Screening Resumes, Onboarding, Interviews, Training, Hiring, Personnel Management, Temporary Placement, Management, Leadership, Cold Calling, Contract Recruitment, Consulting, College Recruiting, Team Management, Networking, Temporary Staffing, Applicant Tracking..., Marketing, Sales, Team Leadership, Time Management, Executive Search, Employer Branding, Technical Recruiting, Taleo, Organizational..., Employee Engagement, Benefits Negotiation, Workforce Planning, Behavioral Interviewing, HRIS, Resume Writing, Employee Relations, Screening, Staffing Services, Corporate Recruiting, Leadership Development, Succession Planning, Performance Management, Career Strategist
Education
Simmons College - Simmons School of Management 1991 — 1992
MBA, Management
University at Albany, SUNY 1984 — 1987
BA, Political Science, Magna cum laude
Harvard Business Publishing December 2010 - Present
Harvard Business Publishing July 2010 - December 2010
Explorica September 2009 - July 2010
Kenexa November 2007 - December 2008
Fidelity Investments May 2007 - October 2007
Digitas, Inc. November 2006 - May 2007
Randstad, USA January 2006 - November 2006
Randstad, USA November 2004 - December 2005
Randstad, N.A. March 2001 - November 2004
Bank of America, formerly The Bank of Boston May 1992 - May 1998
Skills
Talent Acquisition, Talent Management, Recruiting, Sourcing, Human Resources, Internet Recruiting, Screening Resumes, Onboarding, Interviews, Training, Hiring, Personnel Management, Temporary Placement, Management, Leadership, Cold Calling, Contract Recruitment, Consulting, College Recruiting, Team Management, Networking, Temporary Staffing, Applicant Tracking..., Marketing, Sales, Team Leadership, Time Management, Executive Search, Employer Branding, Technical Recruiting, Taleo, Organizational..., Employee Engagement, Benefits Negotiation, Workforce Planning, Behavioral Interviewing, HRIS, Resume Writing, Employee Relations, Screening, Staffing Services, Corporate Recruiting, Leadership Development, Succession Planning, Performance Management, Career Strategist
Education
Simmons College - Simmons School of Management 1991 — 1992
MBA, Management
University at Albany, SUNY 1984 — 1987
BA, Political Science, Magna cum laude
Zachary Menard's Fidelity Investments Experience September 2013 - Present
Job Licensed Financial Representative at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments September 2013 - Present
Skidmore College June 2012 - November 2012
Menard & Sons Landscaping June 2007 - November 2012
Rebecca’s Café, Northeastern University June 2011 - September 2011
Greg Carter’s European hockey School June 2004 - August 2011
Skills
Dependable Team Player, High Level Of Accuracy, Ice Hockey, PowerPoint, Organization and time..., Cross-functional Team..., Communication, Integrity, Collaborative Problem..., Sports Nutrition, Nutrition, Goal Oriented, TIPS Certified, Microsoft Excel, Microsoft Word, Series 7, Series 63, Communication Skills
Education
Skidmore College 2009 — 2013
Bachelor of Science, Business Management
Governor's Academy 2005 — 2008
High School
Fidelity Investments September 2013 - Present
Skidmore College June 2012 - November 2012
Menard & Sons Landscaping June 2007 - November 2012
Rebecca’s Café, Northeastern University June 2011 - September 2011
Greg Carter’s European hockey School June 2004 - August 2011
Skills
Dependable Team Player, High Level Of Accuracy, Ice Hockey, PowerPoint, Organization and time..., Cross-functional Team..., Communication, Integrity, Collaborative Problem..., Sports Nutrition, Nutrition, Goal Oriented, TIPS Certified, Microsoft Excel, Microsoft Word, Series 7, Series 63, Communication Skills
Education
Skidmore College 2009 — 2013
Bachelor of Science, Business Management
Governor's Academy 2005 — 2008
High School
Dexter Rowley Dexter Rowley's Fidelity Investments Experience December 2012 - Present
Job Retirement Relationship Manager
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Zions Bank August 2011 - November 2012
Proz Pest Controll April 2010 - August 2011
300 August 2010 - May 2011
teller August 2010 - May 2011
Prosper August 2010 - April 2011
Palisades parks April 2004 - August 2008
palisade park April 2004 - August 2008
Skills
TVM, Budgeting, Financial Projections, Accounting, Budgets, Customer Service, Finance, Financial Analysis, Fundamental Analysis, Investments, Microsoft Excel, Recruiting, Risk Management, Sales, Strategic Financial..., Team Building
Education
Utah Valley University 2010 — 2013
Bachelors, Personal Financial Planning
Utah Valley University 2010 — 2013
Bachelors, Personal Financial Planning
UVU 2009 — 2013
bachelor of Science, Personal Financial Planning
Snow College 2006 — 2007
Associates of Science, Business
Snow College 2006 — 2007
Associates, Science
Snow College
Associates, Science
Fidelity Investments December 2012 - Present
Zions Bank August 2011 - November 2012
Proz Pest Controll April 2010 - August 2011
300 August 2010 - May 2011
teller August 2010 - May 2011
Prosper August 2010 - April 2011
Palisades parks April 2004 - August 2008
palisade park April 2004 - August 2008
Skills
TVM, Budgeting, Financial Projections, Accounting, Budgets, Customer Service, Finance, Financial Analysis, Fundamental Analysis, Investments, Microsoft Excel, Recruiting, Risk Management, Sales, Strategic Financial..., Team Building
Education
Utah Valley University 2010 — 2013
Bachelors, Personal Financial Planning
Utah Valley University 2010 — 2013
Bachelors, Personal Financial Planning
UVU 2009 — 2013
bachelor of Science, Personal Financial Planning
Snow College 2006 — 2007
Associates of Science, Business
Snow College 2006 — 2007
Associates, Science
Snow College
Associates, Science
Sandra Lipson's Fidelity Investments Experience 1994 - 2007
Job Director, Global Talent Acquisition at Accion
Industry International Trade and Development
Experience
Accion March 2012 - August 2015
Partners In Health August 2011 - March 2012
Fidelity Investments 1994 - 2007
Gatti & Associates 1991 - 1993
Skills
Philanthropy, Talent Management, Succession Planning, Non-profits, Executive Recruiting, Human Resources, Temporary Placement, Training, Leadership Development, Executive Search, Strategy, Volunteer Management, Recruiting, Nonprofits, Analysis, Leadership, Career Counseling, Onboarding, Organizational..., Business Strategy, New Business Development, Performance Management, Talent Acquisition, Employee Relations
Education
Skidmore College
BA, English
Accion March 2012 - August 2015
Partners In Health August 2011 - March 2012
Fidelity Investments 1994 - 2007
Gatti & Associates 1991 - 1993
Skills
Philanthropy, Talent Management, Succession Planning, Non-profits, Executive Recruiting, Human Resources, Temporary Placement, Training, Leadership Development, Executive Search, Strategy, Volunteer Management, Recruiting, Nonprofits, Analysis, Leadership, Career Counseling, Onboarding, Organizational..., Business Strategy, New Business Development, Performance Management, Talent Acquisition, Employee Relations
Education
Skidmore College
BA, English
Clayton Basser-Wall Clayton Basser-Wall's Fidelity Investments Experience April 2015 - Present
Job Vice President, Compliance, Ethics Policy
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
U.S. Securities and Exchange Commission December 2012 - April 2015
Wilson Sonsini Goodrich and Rosati April 2003 - December 2012
Brobeck, Phleger & Harrison 2000 - 2003
San Francisco Public Defender's Office June 1998 - August 1998
Skills
Securities Litigation, Securities Regulation, Commercial Litigation, Litigation, Class Actions, Corporate Governance, Arbitration, Civil Litigation, Intellectual Property, Corporate Law, Licensing, Mergers, Acquisitions, Business Litigation, Trial Practice, Legal Discovery, SEC filings, Depositions, Securities Exchange Act..., Due Diligence, Trade Secrets, Internal Investigations, Appeals, Legal Research, White Collar Criminal..., Legal Writing
Education
Vanderbilt University Law School 1997 — 2000
Doctor of Law (J.D.)
Sonoma State University 1992 — 1997
Bachelor of Arts (B.A.), Philosophy, Graduated cum laude and with distinction
Fidelity Investments April 2015 - Present
U.S. Securities and Exchange Commission December 2012 - April 2015
Wilson Sonsini Goodrich and Rosati April 2003 - December 2012
Brobeck, Phleger & Harrison 2000 - 2003
San Francisco Public Defender's Office June 1998 - August 1998
Skills
Securities Litigation, Securities Regulation, Commercial Litigation, Litigation, Class Actions, Corporate Governance, Arbitration, Civil Litigation, Intellectual Property, Corporate Law, Licensing, Mergers, Acquisitions, Business Litigation, Trial Practice, Legal Discovery, SEC filings, Depositions, Securities Exchange Act..., Due Diligence, Trade Secrets, Internal Investigations, Appeals, Legal Research, White Collar Criminal..., Legal Writing
Education
Vanderbilt University Law School 1997 — 2000
Doctor of Law (J.D.)
Sonoma State University 1992 — 1997
Bachelor of Arts (B.A.), Philosophy, Graduated cum laude and with distinction
Austin Sullivan Austin Sullivan's Fidelity Investments Experience June 2011 - August 2013
Job Project Manager at Eze Software Group
Industry Computer Software
Experience
Eze Software Group December 2013 - Present
Fidelity Investments June 2011 - August 2013
BAE Systems May 2010 - August 2010
Education
Skidmore College 2007 — 2011
BS, Economics, Management and Business
Bishop Guertin
Eze Software Group December 2013 - Present
Fidelity Investments June 2011 - August 2013
BAE Systems May 2010 - August 2010
Education
Skidmore College 2007 — 2011
BS, Economics, Management and Business
Bishop Guertin
Martha (Hall) Smolen's Fidelity Investments Experience 1995 - 1998
Job SVP, Social Media Marketing Leader at Wells Fargo, Enterprise Social Marketing
Industry Financial Services
Experience
Wells Fargo, Enterprise Social Marketing 2015 - Present
ODC/Dance 2008 - Present
Marin Theatre Company September 2012 - Present
Wells Fargo Insurance 2012 - 2015
Wells Fargo, Digital Channels Group 2009 - 2012
Wells Fargo, Funds Management Group 2006 - 2009
Wells Fargo, Enterprise Marketing 2005 - 2006
Wells Fargo, Internet Services Group 1998 - 2005
Fidelity Investments 1995 - 1998
Fidelity Investments Advertising Agency 1993 - 1995
Skills
Leadership, Management, Financial Services, Marketing, Strategy, Marketing Communications, Cross-functional Team..., Strategic Planning, Analytics, Marketing Strategy
Education
Simmons College - Simmons School of Management
MBA, cum laude
University of Colorado Boulder - Leeds School of Business
BS, cum laude
Wells Fargo, Enterprise Social Marketing 2015 - Present
ODC/Dance 2008 - Present
Marin Theatre Company September 2012 - Present
Wells Fargo Insurance 2012 - 2015
Wells Fargo, Digital Channels Group 2009 - 2012
Wells Fargo, Funds Management Group 2006 - 2009
Wells Fargo, Enterprise Marketing 2005 - 2006
Wells Fargo, Internet Services Group 1998 - 2005
Fidelity Investments 1995 - 1998
Fidelity Investments Advertising Agency 1993 - 1995
Skills
Leadership, Management, Financial Services, Marketing, Strategy, Marketing Communications, Cross-functional Team..., Strategic Planning, Analytics, Marketing Strategy
Education
Simmons College - Simmons School of Management
MBA, cum laude
University of Colorado Boulder - Leeds School of Business
BS, cum laude
K.C. Carpenter K.C. Carpenter's Fidelity Investments Experience 1998 - 1999
Job Founder at K.A. Recruiting, Inc.
Industry Staffing and Recruiting
Experience
K.A. Recruiting, Inc. September 2008 - Present
Carter Mackay February 2003 - August 2008
AccountPros 2000 - 2002
First National Marketing Group 1999 - 2000
Fidelity Investments 1998 - 1999
Skills
Recruiting, Permanent Placement, Medical Technology, Laboratory, Blood Bank, Laboratory Technicians, Executive Search, Talent Acquisition, Allied Health, Healthcare, Screening Resumes, Cold Calling, Medical Devices, Applicant Tracking..., Technical Recruiting, Nursing, Pharmacists, Informatics, Physicians, Resume Writing, Career Counseling, Career Development, Career Management, Career Assessment, Career Opportunities, Career Strategist, Histology, Pathology, Nurse Practitioners, Physician Assistants, Corporate Recruiting, Job Coaching, Job Search, Job Analysis, Hospitals, Oncology, Medicine, Internet Recruiting, Temporary Placement, Hiring, Search, College Recruiting, Temporary Staffing, Hardware Diagnostics, Benefits Negotiation, Employer Branding, Contract Recruitment, Leadership, Business Networking, Building Relationships
Education
Skidmore College 1994 — 1998
Bachelor of Science, Management and Business
Holderness School 1990 — 1994
pike school
K.A. Recruiting, Inc. September 2008 - Present
Carter Mackay February 2003 - August 2008
AccountPros 2000 - 2002
First National Marketing Group 1999 - 2000
Fidelity Investments 1998 - 1999
Skills
Recruiting, Permanent Placement, Medical Technology, Laboratory, Blood Bank, Laboratory Technicians, Executive Search, Talent Acquisition, Allied Health, Healthcare, Screening Resumes, Cold Calling, Medical Devices, Applicant Tracking..., Technical Recruiting, Nursing, Pharmacists, Informatics, Physicians, Resume Writing, Career Counseling, Career Development, Career Management, Career Assessment, Career Opportunities, Career Strategist, Histology, Pathology, Nurse Practitioners, Physician Assistants, Corporate Recruiting, Job Coaching, Job Search, Job Analysis, Hospitals, Oncology, Medicine, Internet Recruiting, Temporary Placement, Hiring, Search, College Recruiting, Temporary Staffing, Hardware Diagnostics, Benefits Negotiation, Employer Branding, Contract Recruitment, Leadership, Business Networking, Building Relationships
Education
Skidmore College 1994 — 1998
Bachelor of Science, Management and Business
Holderness School 1990 — 1994
pike school
Jen Fairchild's Fidelity Investments Experience April 1994 - May 1995
Job Experienced Team Lead, Systems Administration Microsoft Windows Server, VMware, Citrix. MBA 2005
Industry Information Technology and Services
Experience
TomTom October 2006 - Present
STSGI - Plymouth Rock Assurance October 1998 - October 2006
Datel Incorporated April 1995 - October 1998
Fidelity Investments April 1994 - May 1995
Skills
VMware, Citrix, Windows, NetApp, System Administration, Active Directory, Storage, ITIL, Servers, Windows Server, NetApp Filers, Operating Systems, Group Policy, VMware ESX, Integration
Education
Simmons College - Simmons School of Management 2003 — 2005
MBA
University of California, Irvine
Bachelor of Arts (B.A.)
TomTom October 2006 - Present
STSGI - Plymouth Rock Assurance October 1998 - October 2006
Datel Incorporated April 1995 - October 1998
Fidelity Investments April 1994 - May 1995
Skills
VMware, Citrix, Windows, NetApp, System Administration, Active Directory, Storage, ITIL, Servers, Windows Server, NetApp Filers, Operating Systems, Group Policy, VMware ESX, Integration
Education
Simmons College - Simmons School of Management 2003 — 2005
MBA
University of California, Irvine
Bachelor of Arts (B.A.)
Wanessa Tillman's Fidelity Investments Experience December 1982 - September 2008
Job Director of Visitor Services, Isabella Stewart Gardner Museum
Industry Museums and Institutions
Experience
Tufts University September 2008 - Present
Fidelity Investments December 1982 - September 2008
Education
University of Redlands 1980 — 1981
Simmons College 1977 — 1980
Tufts University September 2008 - Present
Fidelity Investments December 1982 - September 2008
Education
University of Redlands 1980 — 1981
Simmons College 1977 — 1980
Fifi Ball's Fidelity Investments Experience 1994 - 1996
Job Partner, Squared Away
Industry Management Consulting
Experience
First Parish in Concord May 2013 - Present
Squared Away 1994 - Present
Fidelity Investments 1994 - 1996
ODI 1990 - 1994
Fidelity Investments 1989 - 1990
Daniels Printing Company 1984 - 1988
Graphic House 1982 - 1984
Town Crier Press 1980 - 1982
The Concord-Assabet School 1979 - 1980
Skills
Coaching, Leadership, Event Planning, Workshop Facilitation, Management Consulting, Team Building, Management, Time Management, Public Speaking, Strategic Planning, Small Business, Executive Coaching, Editing, Customer Service, Personnel Management, Leadership Development, Entrepreneurship, Process Improvement
Education
Simmons College - Simmons School of Management 1985 — 1988
MBA, Business Management
University of Massachusetts, Amherst 1974 — 1978
BA, Women's Studies/Journalism
The Bromfield School, Harvard, MA 1970 — 1974
HS diploma, college prep
First Parish in Concord May 2013 - Present
Squared Away 1994 - Present
Fidelity Investments 1994 - 1996
ODI 1990 - 1994
Fidelity Investments 1989 - 1990
Daniels Printing Company 1984 - 1988
Graphic House 1982 - 1984
Town Crier Press 1980 - 1982
The Concord-Assabet School 1979 - 1980
Skills
Coaching, Leadership, Event Planning, Workshop Facilitation, Management Consulting, Team Building, Management, Time Management, Public Speaking, Strategic Planning, Small Business, Executive Coaching, Editing, Customer Service, Personnel Management, Leadership Development, Entrepreneurship, Process Improvement
Education
Simmons College - Simmons School of Management 1985 — 1988
MBA, Business Management
University of Massachusetts, Amherst 1974 — 1978
BA, Women's Studies/Journalism
The Bromfield School, Harvard, MA 1970 — 1974
HS diploma, college prep
Auta Mascarenhas's Fidelity Investments Experience Sr. AssociatePricewaterhouseCoopersOctober 1999 - March 2003
Job Financial Analyst IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Sr. AssociatePricewaterhouseCoopersOctober 1999 - March 2003
Education
Simmons College - Simmons School of Management 1997 — 1999
Fidelity Investments Sr. AssociatePricewaterhouseCoopersOctober 1999 - March 2003
Education
Simmons College - Simmons School of Management 1997 — 1999
Tricia Wall's Fidelity Investments Experience September 2006 - Present
Job Vice President, Talent Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Fidelity Investments January 2004 - August 2006
Fidelity Investments November 1998 - January 2004
Forum Corporation October 1979 - August 1986
Education
Simmons College - Simmons School of Management 1986 — 1987
Fidelity Investments September 2006 - Present
Fidelity Investments January 2004 - August 2006
Fidelity Investments November 1998 - January 2004
Forum Corporation October 1979 - August 1986
Education
Simmons College - Simmons School of Management 1986 — 1987
Sarah (Thesse) Wobrock's Fidelity Investments Experience February 2015 - Present
Job Fixed Income Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments January 2011 - February 2015
Fidelity Investments December 2009 - January 2011
Fidelity Investments September 2007 - December 2009
Fidelity Investments July 2006 - September 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments June 2004 - July 2005
Skills
Mutual Funds, Investments, Bloomberg, Fixed Income, Financial Services, Securities, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA, Finance
Simmons College 2000 — 2004
BS, Financial Mathematics
Fidelity Investments February 2015 - Present
Fidelity Investments January 2011 - February 2015
Fidelity Investments December 2009 - January 2011
Fidelity Investments September 2007 - December 2009
Fidelity Investments July 2006 - September 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments June 2004 - July 2005
Skills
Mutual Funds, Investments, Bloomberg, Fixed Income, Financial Services, Securities, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA, Finance
Simmons College 2000 — 2004
BS, Financial Mathematics
Kristen Scontsas Paddock's Fidelity Investments Experience January 2007 - April 2010
Job Financial Operations Associate at Suppprting Strategies
Industry Financial Services
Experience
Suppprting Strategies December 2011 - Present
Fidelity Investments January 2007 - April 2010
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1996 - 2000
Smith Barney Shearson December 1991 - July 1994
Education
Simmons College - Simmons School of Management 1994 — 1995
MBA
University of New Hampshire 1987 — 1991
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Suppprting Strategies December 2011 - Present
Fidelity Investments January 2007 - April 2010
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1996 - 2000
Smith Barney Shearson December 1991 - July 1994
Education
Simmons College - Simmons School of Management 1994 — 1995
MBA
University of New Hampshire 1987 — 1991
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Georgiana Goodman's Fidelity Investments Experience 2007 - 2008
Job Advertising, Marketing & Social Media Expert
Industry Marketing and Advertising
Experience
Staples May 2008 - May 2012
Fidelity Investments 2007 - 2008
FocusVision Worldwide 2004 - 2007
FocusVision Worldwide 2004 - 2005
Partnership for a Drug-Free America 2002 - 2004
Booz Allen Hamilton 2000 - 2001
Skills
Marketing Strategy, Digital Marketing, Social Media, Communication Skills, Marketing Communications, Product Marketing, Integrated Marketing, Public Relations, Advertising, Online Advertising, Email Marketing, Problem Solving, Project Management, Communication, Cross-functional Team..., Public Speaking, Customer Service, Analytics, Business Development, Event Planning, Marketing Research, Organization, Highly detail oriented, Strategic Planning, Twitter, Facebook, Pinterest, Content Management, Microsoft Office, Business-to-Business..., Consumer Behaviour, Demographics
Education
Smith College 1995 — 2000
Bachelor of Arts (B.A.)
Staples May 2008 - May 2012
Fidelity Investments 2007 - 2008
FocusVision Worldwide 2004 - 2007
FocusVision Worldwide 2004 - 2005
Partnership for a Drug-Free America 2002 - 2004
Booz Allen Hamilton 2000 - 2001
Skills
Marketing Strategy, Digital Marketing, Social Media, Communication Skills, Marketing Communications, Product Marketing, Integrated Marketing, Public Relations, Advertising, Online Advertising, Email Marketing, Problem Solving, Project Management, Communication, Cross-functional Team..., Public Speaking, Customer Service, Analytics, Business Development, Event Planning, Marketing Research, Organization, Highly detail oriented, Strategic Planning, Twitter, Facebook, Pinterest, Content Management, Microsoft Office, Business-to-Business..., Consumer Behaviour, Demographics
Education
Smith College 1995 — 2000
Bachelor of Arts (B.A.)
James de Gorter's Fidelity Investments Experience August 2007 - August 2008
Job Analyst at Maplelane Capital
Industry Investment Management
Experience
Maplelane Capital January 2014 - Present
RBC Capital Markets March 2010 - December 2013
Exis Capital Management August 2008 - September 2010
Fidelity Investments August 2007 - August 2008
Skills
Bloomberg
Education
Skidmore College 2002 — 2006
Maplelane Capital January 2014 - Present
RBC Capital Markets March 2010 - December 2013
Exis Capital Management August 2008 - September 2010
Fidelity Investments August 2007 - August 2008
Skills
Bloomberg
Education
Skidmore College 2002 — 2006
Sarah Stack's Fidelity Investments Experience September 2002 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2002 - Present
Education
Smith College
University of Southern California - Marshall School of Business
Fidelity Investments September 2002 - Present
Education
Smith College
University of Southern California - Marshall School of Business
Jay Black's Fidelity Investments Experience November 2006 - July 2008
Job Beneficiary Service Specialist Research and Resolution at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2010 - Present
E-Trade Financial September 2008 - September 2010
Fidelity Investments November 2006 - July 2008
Fidelity Investments May 2000 - November 2006
Teltrust Communications 1994 - 2000
Teltrust Inc. 1994 - 2000
Teltrust Communications March 1996 - June 1998
Skills
Series 7, Call Center, Customer Service, Mutual Funds, Critical Thinking, Securities, Outlook, Excel, Customer Experience, Problem Solving, Process Improvement, PowerPoint, Word, Microsoft Office, Research, Mentoring, Conflict Resolution, Teamwork
Education
Westminster College 2004 — 2011
BS, Management
Weber State University 1994 — 1997
AS, Business Management
Snow College 1990 — 1993
General Studies
West Jordan High School 1986 — 1990
Diploma
West Jordan High School 1986 — 1990
Diploma, Honors
E*TRADE Financial June 2010 - Present
E-Trade Financial September 2008 - September 2010
Fidelity Investments November 2006 - July 2008
Fidelity Investments May 2000 - November 2006
Teltrust Communications 1994 - 2000
Teltrust Inc. 1994 - 2000
Teltrust Communications March 1996 - June 1998
Skills
Series 7, Call Center, Customer Service, Mutual Funds, Critical Thinking, Securities, Outlook, Excel, Customer Experience, Problem Solving, Process Improvement, PowerPoint, Word, Microsoft Office, Research, Mentoring, Conflict Resolution, Teamwork
Education
Westminster College 2004 — 2011
BS, Management
Weber State University 1994 — 1997
AS, Business Management
Snow College 1990 — 1993
General Studies
West Jordan High School 1986 — 1990
Diploma
West Jordan High School 1986 — 1990
Diploma, Honors
Donna Norwood's Fidelity Investments Experience 2010 - Present
Job Senior Vice President, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 2000 - 2005
Fidelity Investments 1986 - 1992
Skills
Relationship Management
Education
Smith College 1979 — 1983
Bachelor of Arts (BA)
Università degli Studi di Firenze 1981 — 1982
Italian
Fidelity Investments 2010 - Present
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 2000 - 2005
Fidelity Investments 1986 - 1992
Skills
Relationship Management
Education
Smith College 1979 — 1983
Bachelor of Arts (BA)
Università degli Studi di Firenze 1981 — 1982
Italian
Jeanette Innocent's Fidelity Investments Experience December 2011 - Present
Job Private Client VP/Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
USAA June 2010 - December 2011
TIAA-CREF November 2006 - November 2009
TIAA-CREF May 1998 - November 2006
Fleet Investment Services January 1992 - May 1998
Fidelity Investments January 1985 - January 1992
Skills
Uniform Combined State..., Series 7, Series 63, Asset Allocation, Investments, Retirement, Mutual Funds, Strategic Financial..., 401k, Wealth Management..., Retirement Planning, Wealth Management
Education
Skidmore College 1979 — 1983
Fidelity Investments December 2011 - Present
USAA June 2010 - December 2011
TIAA-CREF November 2006 - November 2009
TIAA-CREF May 1998 - November 2006
Fleet Investment Services January 1992 - May 1998
Fidelity Investments January 1985 - January 1992
Skills
Uniform Combined State..., Series 7, Series 63, Asset Allocation, Investments, Retirement, Mutual Funds, Strategic Financial..., 401k, Wealth Management..., Retirement Planning, Wealth Management
Education
Skidmore College 1979 — 1983
Theresa Sain's Fidelity Investments Experience November 2013 - Present
Job Business Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments November 2013 - Present
Wellesley Companies Incorporated November 2005 - February 2006
BBN Technologies 1996 - 2005
BBN Technologies 2001 - 2004
BBN Technologies 1997 - 2001
BBN Technologies 1996 - 1997
Marcam Solutions 1992 - 1996
Pilot Software 1992 - 1992
CompuServe Data Technologies 1987 - 1991
Skills
Research, Social Media, Email Marketing, Nonprofits, Public Speaking, Public Relations, Copywriting, Agile Project Management, Software Project..., Program Management, Project Management, Editing, CRM, Event Management, Marketing, Management, Advertising, Training
Education
Simmons School of Management 2000 — 2002
Masters, Business Administration
University of Massachusetts, Amherst 1983 — 1987
BA, Political Science
Fidelity Investments November 2013 - Present
Wellesley Companies Incorporated November 2005 - February 2006
BBN Technologies 1996 - 2005
BBN Technologies 2001 - 2004
BBN Technologies 1997 - 2001
BBN Technologies 1996 - 1997
Marcam Solutions 1992 - 1996
Pilot Software 1992 - 1992
CompuServe Data Technologies 1987 - 1991
Skills
Research, Social Media, Email Marketing, Nonprofits, Public Speaking, Public Relations, Copywriting, Agile Project Management, Software Project..., Program Management, Project Management, Editing, CRM, Event Management, Marketing, Management, Advertising, Training
Education
Simmons School of Management 2000 — 2002
Masters, Business Administration
University of Massachusetts, Amherst 1983 — 1987
BA, Political Science
Justin Dodson's Fidelity Investments Experience 2003 - September 2012
Job Financial Advisor at J.P. King Advisors, Inc.
Industry Financial Services
Experience
J.P. King Advisors, Inc. September 2012 - Present
Fidelity Investments 2003 - September 2012
MetLife 2002 - 2003
Paine Webber 2000 - 2002
Skills
Investment Management, Personal Financial..., Retirement Planning, Financial Advisory, Retirement, Risk Management, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Strategic Financial..., Financial Services
Education
Sonoma State University 1998 — 2000
BS, Business Admin / Finance
Sonoma Valley High School 1988 — 1992
J.P. King Advisors, Inc. September 2012 - Present
Fidelity Investments 2003 - September 2012
MetLife 2002 - 2003
Paine Webber 2000 - 2002
Skills
Investment Management, Personal Financial..., Retirement Planning, Financial Advisory, Retirement, Risk Management, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Strategic Financial..., Financial Services
Education
Sonoma State University 1998 — 2000
BS, Business Admin / Finance
Sonoma Valley High School 1988 — 1992
Jill Cannuscio's Fidelity Investments Experience November 2009 - January 2014
Job Human Resources Business Partner, VP at Citizens Bank
Industry Human Resources
Experience
Citizens Bank January 2014 - Present
Fidelity Investments November 2009 - January 2014
Harborside HR Partners September 2006 - December 2009
Fleet Bank July 1995 - January 2004
BankBoston 1995 - 2000
Education
Simmons College - Simmons School of Management 1997 — 2000
MBA
Citizens Bank January 2014 - Present
Fidelity Investments November 2009 - January 2014
Harborside HR Partners September 2006 - December 2009
Fleet Bank July 1995 - January 2004
BankBoston 1995 - 2000
Education
Simmons College - Simmons School of Management 1997 — 2000
MBA
Kristina Carrier's Fidelity Investments Experience 1991 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Goldman Sachs 2004 - 2006
Deloitte Consulting 1998 - 2002
Fidelity Investments 1991 - 1997
Education
NYU Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance and Management
Smith College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Goldman Sachs 2004 - 2006
Deloitte Consulting 1998 - 2002
Fidelity Investments 1991 - 1997
Education
NYU Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance and Management
Smith College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Ann Mikula's Fidelity Investments Experience 1996 - 2004
Job AVP, Communications Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2004 - Present
Massachusetts Financial Services 2002 - Present
Fidelity Investments 1996 - 2004
Fidelity Investments November 1996 - July 2002
Skills
Marketing, Email Marketing, Integrated Marketing, Marketing Communications, Financial Services, Marketing Strategy, Direct Marketing, Digital Marketing, Social Media Marketing, Social Media, Strategy, Copywriting, Direct Mail, Online Advertising, Market Research
Education
Smith College
B.A., Government & Economics
MFS Investment Management March 2004 - Present
Massachusetts Financial Services 2002 - Present
Fidelity Investments 1996 - 2004
Fidelity Investments November 1996 - July 2002
Skills
Marketing, Email Marketing, Integrated Marketing, Marketing Communications, Financial Services, Marketing Strategy, Direct Marketing, Digital Marketing, Social Media Marketing, Social Media, Strategy, Copywriting, Direct Mail, Online Advertising, Market Research
Education
Smith College
B.A., Government & Economics
Judith Simches, MBA's Fidelity Investments Experience August 2012 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity 2007 - Present
Fidelity Investments October 2007 - August 2012
Skills
Financial Services, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Securities
Education
Simmons College - Simmons School of Management 1988 — 1990
MBA, Finance
Fidelity Investments August 2012 - Present
Fidelity 2007 - Present
Fidelity Investments October 2007 - August 2012
Skills
Financial Services, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Securities
Education
Simmons College - Simmons School of Management 1988 — 1990
MBA, Finance
Pamela Friday-Norfolk's Fidelity Investments Experience August 2002 - July 2008
Job Human resources/Technology
Industry Human Resources
Experience
Wake Technical Community College November 2014 - Present
State Energy Office December 2012 - Present
Zydeco Downtown November 2008 - December 2013
State Energy Office March 2012 - June 2013
Fidelity Investments August 2002 - July 2008
Fidelity Investment August 2001 - July 2008
Fidelity Investment 2001 - 2008
Fidelity Investment 2001 - 2008
IBM January 1999 - August 2001
Skills
SQL, Microsoft Office, PowerPoint, Excel, Quality Assurance, Testing, Six Sigma, Analysis, Project Planning, Human Resources, Leadership, Management, Oracle, Unix, Databases, Cross-functional Team..., Quality Center, Payroll, Employee Benefits, HRIS, Vendor Management, SDLC, Microsoft Excel, Process Improvement
Education
Detroit College of Business 1994 — 1995
Business
South Carolina State University 1982 — 1988
Wake Technical Community College November 2014 - Present
State Energy Office December 2012 - Present
Zydeco Downtown November 2008 - December 2013
State Energy Office March 2012 - June 2013
Fidelity Investments August 2002 - July 2008
Fidelity Investment August 2001 - July 2008
Fidelity Investment 2001 - 2008
Fidelity Investment 2001 - 2008
IBM January 1999 - August 2001
Skills
SQL, Microsoft Office, PowerPoint, Excel, Quality Assurance, Testing, Six Sigma, Analysis, Project Planning, Human Resources, Leadership, Management, Oracle, Unix, Databases, Cross-functional Team..., Quality Center, Payroll, Employee Benefits, HRIS, Vendor Management, SDLC, Microsoft Excel, Process Improvement
Education
Detroit College of Business 1994 — 1995
Business
South Carolina State University 1982 — 1988
Bob Lobsiger's Fidelity Investments Experience November 2013 - Present
Job Senior Data Center Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments November 2013 - Present
West Corporation March 2008 - November 2013
Resiliency Solutions May 2007 - March 2008
MUD July 2006 - May 2007
First National Technology Solutions June 2001 - July 2006
First National Bank of Omaha March 1995 - July 2001
US Army January 1982 - July 1992
Skills
Data Center, Windows, Disaster Recovery, Vendor Management, Operations Management, Strategic Planning, Servers, Change Management, Windows Server, ITIL, IT Management, DNS, SharePoint, Storage, Cisco Technologies, Enterprise Software, Cloud Computing, Information Security, Networking, WAN, IT Service Management, Switches, Troubleshooting, System Administration, Network Security, Business Analysis, Integration, TCP/IP, Firewalls, Active Directory, IT Strategy, Telecommunications, Security, Network Design, System Deployment, Network Administration, IP, Operating Systems, VoIP, VMware, Infrastructure, Enterprise Architecture, Virtualization, IT Operations, VMware ESX, Unix, Network Architecture, Microsoft Exchange, Solaris, Business Continuity
Education
Webster University 1985 — 1987
MA, Public Administration & Management (dual majors)
South Dakota State University 1977 — 1981
BS, Pol Sci
Fidelity Investments November 2013 - Present
West Corporation March 2008 - November 2013
Resiliency Solutions May 2007 - March 2008
MUD July 2006 - May 2007
First National Technology Solutions June 2001 - July 2006
First National Bank of Omaha March 1995 - July 2001
US Army January 1982 - July 1992
Skills
Data Center, Windows, Disaster Recovery, Vendor Management, Operations Management, Strategic Planning, Servers, Change Management, Windows Server, ITIL, IT Management, DNS, SharePoint, Storage, Cisco Technologies, Enterprise Software, Cloud Computing, Information Security, Networking, WAN, IT Service Management, Switches, Troubleshooting, System Administration, Network Security, Business Analysis, Integration, TCP/IP, Firewalls, Active Directory, IT Strategy, Telecommunications, Security, Network Design, System Deployment, Network Administration, IP, Operating Systems, VoIP, VMware, Infrastructure, Enterprise Architecture, Virtualization, IT Operations, VMware ESX, Unix, Network Architecture, Microsoft Exchange, Solaris, Business Continuity
Education
Webster University 1985 — 1987
MA, Public Administration & Management (dual majors)
South Dakota State University 1977 — 1981
BS, Pol Sci
Lucio Marino's Fidelity Investments Experience September 2012 - Present
Job Director Product Development at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments January 2010 - Present
Education
Skidmore College 1991 — 1995
Finance
Fidelity Investments September 2012 - Present
Fidelity Investments January 2010 - Present
Education
Skidmore College 1991 — 1995
Finance
Sherri Romano's Fidelity Investments Experience 1985 - 1990
Job Business Analyst, Enterprise Data and Analytics at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Health 2013 - Present
InfoMedics 2011 - July 2013
SunGard Data Systems 1990 - 2002
Fidelity Investments 1985 - 1990
Skills
SDLC, Business Analysis, Program Management, CRM, Project Management
Education
Skidmore College 1978 — 1982
BA
CVS Health 2013 - Present
InfoMedics 2011 - July 2013
SunGard Data Systems 1990 - 2002
Fidelity Investments 1985 - 1990
Skills
SDLC, Business Analysis, Program Management, CRM, Project Management
Education
Skidmore College 1978 — 1982
BA
Alan Boyko's Fidelity Investments Experience March 2004 - May 2005
Job Managing Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting June 2006 - Present
Fidelity Investments March 2004 - May 2005
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
Slippery Rock University of Pennsylvania 1998 — 2001
BS, Finance
FTI Consulting June 2006 - Present
Fidelity Investments March 2004 - May 2005
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
Slippery Rock University of Pennsylvania 1998 — 2001
BS, Finance
Sarah Pendlebury's Fidelity Investments Experience November 2012 - Present
Job Human Resources Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments November 2012 - Present
Philips July 2009 - November 2012
Philips February 2008 - July 2009
MSPCA March 2004 - February 2008
Skills
Process Improvement, Human Resources, Applicant Tracking..., Onboarding, Data Analysis, Talent Acquisition, HRIS, Project Management, Taleo, Employee Relations, Recruiting, Microsoft Excel, Succession Planning, Leadership, Six Sigma, Workforce Planning, Management, Performance Management, Tableau
Education
University of Massachusetts at Lowell 2008 — 2010
MBA
Smith College 1999 — 2003
BA, Government & Philosophy
Fidelity Investments November 2012 - Present
Philips July 2009 - November 2012
Philips February 2008 - July 2009
MSPCA March 2004 - February 2008
Skills
Process Improvement, Human Resources, Applicant Tracking..., Onboarding, Data Analysis, Talent Acquisition, HRIS, Project Management, Taleo, Employee Relations, Recruiting, Microsoft Excel, Succession Planning, Leadership, Six Sigma, Workforce Planning, Management, Performance Management, Tableau
Education
University of Massachusetts at Lowell 2008 — 2010
MBA
Smith College 1999 — 2003
BA, Government & Philosophy
Erica Gross, PMP's Fidelity Investments Experience August 2004 - June 2011
Job Senior IT Program / Project Manager
Industry Information Technology and Services
Experience
Senior IT Program / Project Manager - Consultant - Applications, Security & Infrastructure September 2012 - Present
CVS Caremark Corporation June 2011 - May 2012
Fidelity Investments August 2004 - June 2011
Skills
PMP, PMO, Program Management, SDLC, PMI, Resource Management, MS Project, Project Planning, Clarity, Project Delivery, Project Execution, Software Project..., Quality Assurance, Software Development..., Business Analysis, Requirements Gathering, Certified Project..., Scope Management, Waterfall, Iterative, Status Reporting, PMBOK, Virtual Teams, Resource Allocation, Project Plans, Business Requirements, Requirements Management, Leading Projects, Vendor Management, Software Implementation, Functional..., Business Process..., Project Implementation, Full SDLC, Matrix Management, Stakeholder Management, IT Management, Six Sigma, Agile Methodologies, Financial Forecasting, Customer Oriented, Long-term Customer..., SharePoint, Unix, Systems Analysis, Visio, Requirements Analysis, Project Management
Education
Smith College
B.A., Biology
Senior IT Program / Project Manager - Consultant - Applications, Security & Infrastructure September 2012 - Present
CVS Caremark Corporation June 2011 - May 2012
Fidelity Investments August 2004 - June 2011
Skills
PMP, PMO, Program Management, SDLC, PMI, Resource Management, MS Project, Project Planning, Clarity, Project Delivery, Project Execution, Software Project..., Quality Assurance, Software Development..., Business Analysis, Requirements Gathering, Certified Project..., Scope Management, Waterfall, Iterative, Status Reporting, PMBOK, Virtual Teams, Resource Allocation, Project Plans, Business Requirements, Requirements Management, Leading Projects, Vendor Management, Software Implementation, Functional..., Business Process..., Project Implementation, Full SDLC, Matrix Management, Stakeholder Management, IT Management, Six Sigma, Agile Methodologies, Financial Forecasting, Customer Oriented, Long-term Customer..., SharePoint, Unix, Systems Analysis, Visio, Requirements Analysis, Project Management
Education
Smith College
B.A., Biology
Pat McSweeney's Fidelity Investments Experience June 1997 - June 2007
Job Independent Consultant to NonProfits
Industry Philanthropy
Experience
Self-employed 2008 - Present
Found in Translation, Inc. 2013 - 2014
YWCA Boston February 2012 - May 2012
Center for Women in Politics & Public Policy August 2007 - 2008
Fidelity Investments June 1997 - June 2007
Eliot Bank 1986 - 1990
Skills
Succession Planning, Organizational..., Organizational Design, Onboarding, Performance Management, Talent Management, Strategic Planning, Program Management, Event Planning, Fundraising, Nonprofits, Public Speaking, Change Management, Human Resources, Workshop Facilitation, Project Planning, Executive Coaching, Leadership, Coaching, Strategy, Workforce Planning, Staff Development
Education
Simmons College - Simmons School of Management 1991 — 1994
MBA
Self-employed 2008 - Present
Found in Translation, Inc. 2013 - 2014
YWCA Boston February 2012 - May 2012
Center for Women in Politics & Public Policy August 2007 - 2008
Fidelity Investments June 1997 - June 2007
Eliot Bank 1986 - 1990
Skills
Succession Planning, Organizational..., Organizational Design, Onboarding, Performance Management, Talent Management, Strategic Planning, Program Management, Event Planning, Fundraising, Nonprofits, Public Speaking, Change Management, Human Resources, Workshop Facilitation, Project Planning, Executive Coaching, Leadership, Coaching, Strategy, Workforce Planning, Staff Development
Education
Simmons College - Simmons School of Management 1991 — 1994
MBA
Laura Keenan's Fidelity Investments Experience 2006 - Present
Job
Industry Real Estate
Experience
Fidelity Investments 2006 - Present
Genesis Planners 2002 - 2005
Various architectural firms 1990 - 2002
Education
Simmons College - Simmons School of Management
MBA, Business
Syracuse University
Bachelors of Architecture, Architecture
Fidelity Investments 2006 - Present
Genesis Planners 2002 - 2005
Various architectural firms 1990 - 2002
Education
Simmons College - Simmons School of Management
MBA, Business
Syracuse University
Bachelors of Architecture, Architecture
Tari Ndanga's Fidelity Investments Experience September 2013 - Present
Job Project Manager
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 1999 - 2005
Education
Slippery Rock University of Pennsylvania 1994 — 2002
Bachelor's degree, Finance, General
Fidelity Investments September 2013 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 1999 - 2005
Education
Slippery Rock University of Pennsylvania 1994 — 2002
Bachelor's degree, Finance, General
Dan Desmarais's Fidelity Investments Experience December 1989 - April 2005
Job Head of Business Development at PSolve
Industry Financial Services
Experience
PSolve November 2008 - Present
TIAA-CREF 2006 - 2008
The Hanover Insurance Group 2005 - 2006
Fidelity Investments December 1989 - April 2005
Skills
Alternative Investments
Education
Skidmore College 1985 — 1989
B.A., Economics
PSolve November 2008 - Present
TIAA-CREF 2006 - 2008
The Hanover Insurance Group 2005 - 2006
Fidelity Investments December 1989 - April 2005
Skills
Alternative Investments
Education
Skidmore College 1985 — 1989
B.A., Economics
Tony Yi's Fidelity Investments Experience 1997 - 1999
Job Sr. Implementation Specialist at EMC
Industry Information Technology and Services
Experience
EMC Sr. ICEMC Consulting2006 - Present
DTE Energy 2002 - 2003
JP Morgan Chase 2000 - 2002
Sprint 1999 - 2001
Fidelity Investments 1997 - 1999
Skills
SAN, EMC Storage, Brocade, Disaster Recovery, AIX, Unix, Solaris, Business Continuity, Data Center, Clariion, Cisco Technologies, Cloud Computing, HP-UX, VMware
Education
South China University of Technology 1983 — 1987
83, department of automatic
EMC Sr. ICEMC Consulting2006 - Present
DTE Energy 2002 - 2003
JP Morgan Chase 2000 - 2002
Sprint 1999 - 2001
Fidelity Investments 1997 - 1999
Skills
SAN, EMC Storage, Brocade, Disaster Recovery, AIX, Unix, Solaris, Business Continuity, Data Center, Clariion, Cisco Technologies, Cloud Computing, HP-UX, VMware
Education
South China University of Technology 1983 — 1987
83, department of automatic
Chris Callis's Fidelity Investments Experience May 2014 - Present
Job Senior Vice President, Group Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments July 2006 - July 2006
Fidelity Investments June 2003 - June 2006
Fidelity Investments September 2001 - May 2003
Scudder Investments 1995 - 1999
Education
Slippery Rock University of Pennsylvania 1984 — 1988
Bachelor of Science, Public Administration
Fidelity Investments May 2014 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments July 2006 - July 2006
Fidelity Investments June 2003 - June 2006
Fidelity Investments September 2001 - May 2003
Scudder Investments 1995 - 1999
Education
Slippery Rock University of Pennsylvania 1984 — 1988
Bachelor of Science, Public Administration
Anne O'Hearne's Fidelity Investments Experience March 2014 - Present
Job Senior Manager, Investment Product Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments December 2010 - March 2014
Columbia Management August 2009 - November 2010
Fidelity Investments November 2003 - February 2009
Education
Smith College
B.A., Biology
University of Denver - Daniels College of Business
M.B.A
Fidelity Investments March 2014 - Present
Fidelity Investments December 2010 - March 2014
Columbia Management August 2009 - November 2010
Fidelity Investments November 2003 - February 2009
Education
Smith College
B.A., Biology
University of Denver - Daniels College of Business
M.B.A
David Reilly, CFA's Fidelity Investments Experience May 2012 - Present
Job Institutional Portfolio Manager Strategic Advisors at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Decision Critical Resources, Inc. April 2009 - May 2012
Rydex Investments December 2004 - January 2009
LPL November 2002 - November 2004
State Street Research April 2001 - September 2002
Prudential Investments 1997 - 2001
Eaton Vance Management 1991 - 1996
Scudder Investments 1984 - 1991
Skills
Finance, Mutual Funds, Equities, Investments, Valuation, Hedge Funds, Investment Strategies, Risk Management, Investment Management, Securities, Strategy, Financial Markets, Due Diligence, Financial Services, Financial Modeling, ETFs, Economics, Series 63, Strategic Financial..., Private Equity, Fixed Income, Leadership
Education
Skidmore College 1978 — 1980
BA, Political Science
Skidmore College
BA, Government
Fidelity Investments May 2012 - Present
Decision Critical Resources, Inc. April 2009 - May 2012
Rydex Investments December 2004 - January 2009
LPL November 2002 - November 2004
State Street Research April 2001 - September 2002
Prudential Investments 1997 - 2001
Eaton Vance Management 1991 - 1996
Scudder Investments 1984 - 1991
Skills
Finance, Mutual Funds, Equities, Investments, Valuation, Hedge Funds, Investment Strategies, Risk Management, Investment Management, Securities, Strategy, Financial Markets, Due Diligence, Financial Services, Financial Modeling, ETFs, Economics, Series 63, Strategic Financial..., Private Equity, Fixed Income, Leadership
Education
Skidmore College 1978 — 1980
BA, Political Science
Skidmore College
BA, Government
Tiffany Amado's Fidelity Investments Experience August 2005 - Present
Job Senior Legal Product Manager II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2005 - Present
Center for Women and Enterprise January 2005 - May 2005
Simmons College April 2002 - January 2004
Skills
Mutual Funds, Financial Services, Series 63, Securities, Series 7, Equities, Investments, Asset Management, Portfolio Management, Bloomberg, Back Office, Risk Management, Financial Analysis, Finance, Relationship Management
Education
Simmons College 1998 — 2006
Bachelor of Science (B.S.), Managerial Finance
Simmons College 1998 — 2005
Management, Finance, General
Fidelity Investments August 2005 - Present
Center for Women and Enterprise January 2005 - May 2005
Simmons College April 2002 - January 2004
Skills
Mutual Funds, Financial Services, Series 63, Securities, Series 7, Equities, Investments, Asset Management, Portfolio Management, Bloomberg, Back Office, Risk Management, Financial Analysis, Finance, Relationship Management
Education
Simmons College 1998 — 2006
Bachelor of Science (B.S.), Managerial Finance
Simmons College 1998 — 2005
Management, Finance, General
Deirdre Simon's Fidelity Investments Experience 2007 - February 2009
Job International Registration Coordinator
Industry Public Relations and Communications
Experience
Advanced Testing Laboratory October 2011 - Present
GE Money Bank Dayton Ohio March 2011 - October 2011
St. Vincent de Paul Society June 2010 - March 2011
Fidelity Investments 2007 - February 2009
Skills
problem solving, Responsiveness, excellent communicator, Highly Reliable, Highly personable, Social Media, Microsoft Office
Education
Sinclair Community College 2009 — 2010
University of Dayton 2002 — 2006
Bachalors, Communication
Advanced Testing Laboratory October 2011 - Present
GE Money Bank Dayton Ohio March 2011 - October 2011
St. Vincent de Paul Society June 2010 - March 2011
Fidelity Investments 2007 - February 2009
Skills
problem solving, Responsiveness, excellent communicator, Highly Reliable, Highly personable, Social Media, Microsoft Office
Education
Sinclair Community College 2009 — 2010
University of Dayton 2002 — 2006
Bachalors, Communication
Simon Geldenhuys's Fidelity Investments Experience July 2009 - Present
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2009 - Present
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Fixed Income
Education
University of Pennsylvania 2005 — 2009
BA
Singapore Management University
Fidelity Investments July 2009 - Present
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Fixed Income
Education
University of Pennsylvania 2005 — 2009
BA
Singapore Management University
Carol Jurcak's Fidelity Investments Experience June 1998 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 1998 - Present
Education
Skidmore College
Bachelor of Science (B.S.), Retail
Fidelity Investments June 1998 - Present
Education
Skidmore College
Bachelor of Science (B.S.), Retail
Nathan Presutti's Fidelity Investments Experience December 2007 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2007 - Present
Skills
Customer Service, Equities, Insurance, Financial Analysis, Risk Management, Business Analysis, Wealth Management, Strategy, Portfolio Management, Entrepreneurship, Strategic Financial..., Investments, Financial Reporting, Market Research, Banking, Financial Advisory, Financial Planning
Education
Slippery Rock University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Fidelity Investments December 2007 - Present
Skills
Customer Service, Equities, Insurance, Financial Analysis, Risk Management, Business Analysis, Wealth Management, Strategy, Portfolio Management, Entrepreneurship, Strategic Financial..., Investments, Financial Reporting, Market Research, Banking, Financial Advisory, Financial Planning
Education
Slippery Rock University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Melissa Koester's Fidelity Investments Experience September 2015 - Present
Job On Boarding Training Manager
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Down East Magazine 2015 - Present
Down East Magazine 1994 - Present
Qteros, Inc. 2006 - 2014
VOmax, Inc. 2005 - 2007
State Street 1997 - 1998
Fidelity Investments 1991 - 1995
Skills
Marketing Strategy, Social Media, Strategic Planning, Nonprofits, Editing, Marketing, Project Management, Leadership, Public Speaking, Entrepreneurship, Financial Analysis, Customer Service, Team Building, Management, Finance, Strategy
Education
Simmons College - Simmons School of Management 1994 — 1997
Master of Business Management (MBA), Business, Management, Marketing, and Related Support Services
University of Maine 1981 — 1986
Bachelor of Arts (B.A.), French and Intl Affaires
Fidelity Investments September 2015 - Present
Down East Magazine 2015 - Present
Down East Magazine 1994 - Present
Qteros, Inc. 2006 - 2014
VOmax, Inc. 2005 - 2007
State Street 1997 - 1998
Fidelity Investments 1991 - 1995
Skills
Marketing Strategy, Social Media, Strategic Planning, Nonprofits, Editing, Marketing, Project Management, Leadership, Public Speaking, Entrepreneurship, Financial Analysis, Customer Service, Team Building, Management, Finance, Strategy
Education
Simmons College - Simmons School of Management 1994 — 1997
Master of Business Management (MBA), Business, Management, Marketing, and Related Support Services
University of Maine 1981 — 1986
Bachelor of Arts (B.A.), French and Intl Affaires
Gaye Kinkopf's Fidelity Investments Experience March 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
VALIC July 2013 - March 2014
Security National Bank Division of the Park National Bank July 2010 - July 2013
Education
University of Cincinnati 2003 — 2005
Bachelor of Business Administration (BBA), Finance, Dean's list
Sinclair Community College 2002 — 2003
Associate of Science (A.S.), Business Administration and Management, General, Dean's list
Fidelity Investments March 2014 - Present
VALIC July 2013 - March 2014
Security National Bank Division of the Park National Bank July 2010 - July 2013
Education
University of Cincinnati 2003 — 2005
Bachelor of Business Administration (BBA), Finance, Dean's list
Sinclair Community College 2002 — 2003
Associate of Science (A.S.), Business Administration and Management, General, Dean's list
Jason Peng's Fidelity Investments Experience 1999 - 2009
Job Statistical Manager at Epsilon
Industry Marketing and Advertising
Experience
Epsilon September 2011 - Present
BCBS-MA 2009 - September 2011
Fidelity Investments 1999 - 2009
Skills
Analytics, SAS, Predictive Analytics, Data Mining, Predictive Modeling, Segmentation, Marketing Research, Analysis, Data Analysis, Statistics, SQL, CRM, Management, Customer Analysis, Strategy, Business Analysis, Project Management, Business Intelligence
Education
Simon Fraser University 1990 — 1992
Master, Economics and Business Administration
Beijing University of Aeronautics and Astronautics 1985 — 1988
MS, Management Science
Beijing University of Aeronautics and Astronautics 1978 — 1982
BS, Mechanical Engineering
Epsilon September 2011 - Present
BCBS-MA 2009 - September 2011
Fidelity Investments 1999 - 2009
Skills
Analytics, SAS, Predictive Analytics, Data Mining, Predictive Modeling, Segmentation, Marketing Research, Analysis, Data Analysis, Statistics, SQL, CRM, Management, Customer Analysis, Strategy, Business Analysis, Project Management, Business Intelligence
Education
Simon Fraser University 1990 — 1992
Master, Economics and Business Administration
Beijing University of Aeronautics and Astronautics 1985 — 1988
MS, Management Science
Beijing University of Aeronautics and Astronautics 1978 — 1982
BS, Mechanical Engineering
Licia Britton's Fidelity Investments Experience August 1992 - January 1999
Job Project Manager
Industry Program Development
Experience
owner /president Uncommon Threads April 2008 - December 2011
Commonwealth of Massachusetts March 2007 - December 2008
Haverhill Public Schools July 2005 - June 2007
Self January 2000 - January 2004
MetLife January 2000 - December 2002
KPMG January 1999 - 2000
Fidelity Investments August 1992 - January 1999
Skills
Project Implementation, Software Project..., Project Delivery
Education
Simmons School of Management 1992 — 1993
Master of Business Administration (MBA)
University of Wyoming 1975 — 1979
Bachelor of Science (BS), Mathematics
Kent 1971 — 1973
High School Graduate
owner /president Uncommon Threads April 2008 - December 2011
Commonwealth of Massachusetts March 2007 - December 2008
Haverhill Public Schools July 2005 - June 2007
Self January 2000 - January 2004
MetLife January 2000 - December 2002
KPMG January 1999 - 2000
Fidelity Investments August 1992 - January 1999
Skills
Project Implementation, Software Project..., Project Delivery
Education
Simmons School of Management 1992 — 1993
Master of Business Administration (MBA)
University of Wyoming 1975 — 1979
Bachelor of Science (BS), Mathematics
Kent 1971 — 1973
High School Graduate
Heide Connelly's Fidelity Investments Experience September 1993 - March 1998
Job Director, Marketing at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Retirement Services (acquired Hartford, RPG) January 2013 - Present
The Hartford Retirement Plans Group (acquired MFS, RSI) February 2008 - December 2012
MFS Retirement Services, Inc. April 1998 - February 2008
Fidelity Investments September 1993 - March 1998
Skills
Mutual Funds, Marketing Communications, Series 63, Marketing Strategy, Marketing, Financial Services, Retirement, Digital Marketing, Series 6, 401k, Relationship Management, Project Management, Product Marketing, Brand Management, Retirement Planning, Series 26
Education
Boston University, Boston, MA
Bachelor of Science (B.S.), Marketing
Simmons College - Simmons School of Management
Master of Communications Management, Marketing Communications
MassMutual Retirement Services (acquired Hartford, RPG) January 2013 - Present
The Hartford Retirement Plans Group (acquired MFS, RSI) February 2008 - December 2012
MFS Retirement Services, Inc. April 1998 - February 2008
Fidelity Investments September 1993 - March 1998
Skills
Mutual Funds, Marketing Communications, Series 63, Marketing Strategy, Marketing, Financial Services, Retirement, Digital Marketing, Series 6, 401k, Relationship Management, Project Management, Product Marketing, Brand Management, Retirement Planning, Series 26
Education
Boston University, Boston, MA
Bachelor of Science (B.S.), Marketing
Simmons College - Simmons School of Management
Master of Communications Management, Marketing Communications
Pamela Wilde Stenberg's Fidelity Investments Experience October 2008 - April 2010
Job Senior Vice President, Human Resources at Centreville Savings Bank
Industry Banking
Experience
Centreville Savings Bank February 2012 - Present
Fidelity Investments October 2008 - April 2010
Fidelity Investments May 2002 - September 2008
Education
Smith College
Bachelor of Science (BS)
Centreville Savings Bank February 2012 - Present
Fidelity Investments October 2008 - April 2010
Fidelity Investments May 2002 - September 2008
Education
Smith College
Bachelor of Science (BS)
Mamta Yeladandi's Fidelity Investments Experience September 2006 - September 2014
Job Lead Automation Engineer at Teacher Retirement System of Texas
Industry Computer Software
Experience
Teacher Retirement System of Texas February 2015 - Present
Fidelity Investments September 2006 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
South Gujarat University
Master's Degree
Teacher Retirement System of Texas February 2015 - Present
Fidelity Investments September 2006 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
South Gujarat University
Master's Degree
Heidi Zysk's Fidelity Investments Experience June 1999 - July 2006
Job Secretary II at IDOC
Industry Security and Investigations
Experience
Iowa Department of Corrections September 2010 - Present
Iowa Department of Human Services October 2008 - September 2010
Cigna January 2008 - September 2008
Berthel Fisher & Company Financial Services, Inc. November 2006 - November 2007
Kelly Services July 2006 - November 2006
Fidelity Investments June 1999 - July 2006
EXECUTRAIN 1997 - 1997
Skills
Research, Presentations, Writing, Event Planning, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Data Entry, Microsoft Publisher, Expense Reports
Education
Skidmore College 1979 — 1981
Attended, Psychology/Art
Iowa Department of Corrections September 2010 - Present
Iowa Department of Human Services October 2008 - September 2010
Cigna January 2008 - September 2008
Berthel Fisher & Company Financial Services, Inc. November 2006 - November 2007
Kelly Services July 2006 - November 2006
Fidelity Investments June 1999 - July 2006
EXECUTRAIN 1997 - 1997
Skills
Research, Presentations, Writing, Event Planning, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Data Entry, Microsoft Publisher, Expense Reports
Education
Skidmore College 1979 — 1981
Attended, Psychology/Art
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank