Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Wicklander-Zulawski & Associates April 2008 - May 2014
Bloomingdale's 2006 - 2008
Sears Holdings Corporation 2002 - 2006
Fidelity Investments 1999 - 2001
New Hampshire Public Schools and Social Services 1996 - 1999
Skills
Executive Protection, Training, Forensic Accounting, Protection, Interrogation, Asset Protection, Private Investigations, Corporate Security, Store Management, Criminal Justice, Security Audits, Personal Protection, Investigation, Public Speaking, Motivational Speaking
Education
Southern New Hampshire University
Bachelor's degree, Business Administration and Management, General
Additional Education
Always Remember Companies (ARC) May 2014 - Present
Nelson Brothers Property Management April 2012 - May 2014
UVU MBA Student August 2011 - June 2013
Clear Satellite April 2011 - May 2012
Utah Valley University January 2010 - April 2011
Ifreedom Direct August 2008 - July 2010
Osmond Real Estate March 2006 - August 2008
Fidelity Investments September 1999 - March 2006
Skills
Strategic Planning, Investments, Social Media Marketing, Financial Analysis, Risk Management, Negotiation, Business Strategy, Start-ups, Entrepreneurship, Financial Modeling, Accounting, Analysis, Financial Reporting, Series 7, Series 63, Email Marketing, Investment Properties, Management, Forecasting, Finance, Leadership, Strategy, Sales, Financial Services, Sales Process, Portfolio Management, Loans, Contract Negotiation, Selling, Business Development, CRM, Competitive Analysis, Strategic Financial...
Education
Utah Valley University 2011 — 2013
MBA, Business Administration and Management, General
Utah Valley University 2010 — 2011
BS, Finance
Southern New Hampshire University 2004 — 2006
Business
Fidelity Investments May 2014 - Present
Herbalife January 2013 - Present
TD Bank April 2011 - May 2014
Northway Bank June 2008 - April 2011
University of New Hampshire September 2009 - May 2010
Social Security Administration January 2008 - May 2010
Skills
Organizational Structure, Listening Skills, Critical Thinking, Problem Solving, Task Management, Customer Service, Excel, Word, Microsoft Excel, Coaching, Microsoft Word, Banking, Policy, Insurance, Leadership, Access, Time Management, Training, Fundraising, PowerPoint, Data Analysis, Event Planning, Marketing, Microsoft Office, Public Speaking, Team Building
Education
Southern New Hampshire University 2011 — 2015
MBA, Global
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
B.S., Business Management, Nutrition
Aetna Better Health Louisiana May 2015 - Present
Commonwealth Care Alliance December 2013 - May 2015
DentaQuest August 2012 - April 2013
New England College of Business and Finance January 2011 - September 2012
Neighborhood Health Plan October 2003 - August 2012
Fidelity Investments February 2001 - April 2002
Fidelity Investments February 2001 - April 2002
Neighborhood Health Plan November 1999 - February 2001
Unicare July 1990 - November 1999
Skills
Process Improvement, Managed Care, Project Management, Healthcare Information..., Healthcare, Health Insurance, Insurance, Vendor Management, Cross-functional Team..., HIPAA, Change Management, Business Analysis, Strategic Planning, Medicare, Time Management, Team Building, Customer Satisfaction, Medicaid, Leadership, Management, Business Process..., Call Centers, Program Management
Education
Southern New Hampshire University 2006 — 2010
MBA, Global Studies, Business
Southern New Hampshire University
Bachelor of Science, Business Studies
SilverTech, Inc. December 2014 - Present
Avention February 2013 - November 2014
Monster September 2012 - December 2012
Monster August 2011 - November 2012
Monster September 2009 - August 2011
TechTarget January 2008 - December 2008
TechTarget January 2006 - January 2008
Fidelity Investments August 2004 - January 2006
Skills
Online Advertising, Lead Generation, Product Marketing, Email Marketing, Account Management, Marketing Communications, Salesforce.com, Strategy, Marketing, Advertising, Digital Marketing, Social Media, Sales, Online Marketing, Collateral, Web Analytics, Collateral Production, Advertising Collateral, Online Metrics, Sales Operations, Training, Strategic Partnerships, Google Analytics, PPC, Digital Media, Revenue Forecasting, Customer Retention, Cross-functional Team..., Management, Recruitment Advertising, Product Training, Client Relations Skills, B2B Marketing, Relationship Management, Demand Generation, Social Media Marketing, Sales Presentations, High-Impact Sales..., Media Planning, Sales Presentation..., Sales Rep Training, Renewal Retention, Strategic Account Growth, Advertising Operations, Building Relationships, Sales Retention, Product Management, Sales Enablement, CRM, SEM
Education
Southern New Hampshire University 2000 — 2004
BA, Communication
Alvirne High School 1995 — 1999
H.S. Diploma, General Studies
Monotype December 2014 - June 2015
GT Advanced Technologies March 2013 - October 2014
Fidelity Investments April 2012 - December 2012
TechLogistics October 2009 - April 2012
Famous Dave's 2007 - 2010
Southern New Hampshire University September 2005 - May 2006
Skills
Customer Service, Data Entry, Report Generation, Logistics, Outlook, PowerPoint, Excel, Word, Telephone Support, New Hire Training, Microsoft Excel, Employee Relations, Microsoft Word, Access, Analysis, HRIS, Project Management, Training, Leadership, Management, Process Improvement, Applicant Tracking..., Microsoft Office, Onboarding
Education
University of New Hampshire-Manchester 2011 — 2013
MBA, Business
Southern New Hampshire University 2004 — 2007
BS, Business Administration
Constant Contact August 2014 - Present
Everest University Online March 2010 - August 2014
Monster Worldwide 2007 - 2009
IAC - Travel division 2004 - 2007
IAC - Retail division 2000 - 2003
Fidelity Investments 1993 - 2000
Skills
Executive Management, Customer Satisfaction, Sales, Call Center, Cross-functional Team..., Operations Management, Outsourcing, Training, Leadership, Organizational..., B2B, Call Centers, Management, Vendor Management, Customer Service, Team Building, Leadership Development, Business Analysis, Coaching, Customer Retention
Education
Southern New Hampshire University
MBA, Global
The University of Texas at Arlington
B.A., Interdisciplinary Studies
Silicon Valley Bank May 2011 - Present
Fidelity Investments May 2009 - May 2011
Fidelity Investments July 2007 - May 2009
Fidelity Investments October 2005 - July 2007
Skills
Investments, Investment Strategies, Fixed Income, Bonds, Retirement, Cash Management, Investment Policy..., Money Market Funds, Treasury, Treasury Management, Economics, Economic Development, Financial Econometrics, Asset Management, Equities, Asset Allocation, Risk Management, Portfolio Management, Financial Analysis, Mutual Funds, Finance, Venture Capital, Trading, Securities, Series 7
Education
Southern New Hampshire University
Bachelor of Science, Economics and Finance
Fidelity Investments December 2014 - Present
Skills
Strategic Communications, Attention To Detail, Hard Worker, Outstanding Customer..., Reliability, Higher Education, Computer Literate, Highly Analytical, Organizational..., Organizing Meetings, Creative Problem Solving, Teamwork, Values, Responsible, Adaptive, Professionalism, Willingness/Passion to..., Analysis, Customer Service
Education
Southern New Hampshire University 2013 — 2014
Masters in Operations and Project Management, Six Sigma Quality
Southern New Hampsire University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Organizational Leadership, Finance, Information Technology
Londonderry High School 2004 — 2008
Pearson North America August 2013 - Present
Fidelity Investments December 2012 - July 2013
Iron Mountain April 2011 - September 2012
Bank of America March 2010 - March 2011
JPMorgan Chase November 2001 - September 2009
Minuti Software Consulting, Inc. March 1988 - November 2002
Digital Equipment Corporation October 1981 - October 1987
Skills
Architecture, Portals, Automation, Information Technology, Infrastructure, Program Management, Performance Tuning, Team Building, Enterprise Software, Product Management, Disaster Recovery, SDLC, Agile Methodologies, Project Management, Integration, Software Development, IT Strategy, Requirements Analysis, Strategy, Leadership, Business Continuity, Software Project..., Management, Security, Enterprise Architecture, SOA, Process Improvement, Data Warehousing, Scrum, Cloud Computing, PMO, SharePoint, Unix, Consulting, Vendor Management, Solution Architecture, Quality Assurance, Project Portfolio..., IT Management, Business Analysis, PMP, Business Intelligence, SaaS, Requirements Gathering, Business Requirements, Authentication, Authorization, Identity Management, Business Process, Visio
Education
University of New Hampshire 1977 — 1981
BS, Computer Science
Southern New Hampshire University
MBA
Fidelity Investments May 2012 - Present
Fidelity Investments January 2007 - May 2012
Measured Progress January 2006 - November 2006
Convergence Data Services May 2004 - January 2006
Cummins Inc / Cadec 1994 - 1998
Skills
Business Analysis, Process Improvement, Vendor Management, Use Case Analysis, Negotiation, SDLC, Requirements Gathering, Agile Methodologies, Software Project..., Visio, Program Management, Systems Analysis, SQL, Scrum, MS Project, Project Management, Business Requirements, Business Intelligence, SharePoint, Agile Project Management, CRM, Quality Assurance, Cross-functional Team..., Product Management, ASP.NET, Microsoft SQL Server, Analysis, Software Development, Requirements Analysis
Education
Southern New Hampshire University 2005 — 2009
MBA, Finance and Project Management
University of New Hampshire 1988 — 1990
MS, Computer Science
University of New Hampshire
BS, Biochemistry
Fidelity Investments August 2013 - Present
Fidelity Investments April 2011 - August 2013
Fidelity Investments November 2006 - March 2011
Fidelity Investments May 2005 - October 2006
Fidelity Investments September 2002 - April 2005
PricewaterhouseCoopers January 1997 - August 2002
NTT Data Corporation May 1995 - January 1997
Southern New Hampshire University December 1993 - May 1995
Skills
Performance Monitoring, Performance Analysis, Performance Management, Software Project..., People Management, Mobile Applications, Data Visualization, Anomaly Detection, ITIL, Application Performance..., Application Development, Web Applications, Software Development, Management, Vendor Management, SDLC, Program Management, Agile Methodologies, Business Analysis, Project Portfolio..., Requirements Gathering, Requirements Analysis, Project Management, Analysis, Databases, Leadership, Enterprise Architecture, Agile Project Management, PMP, IT Strategy, Business Intelligence, PMO, Solution Architecture, SOA, Business Process, Project Delivery, Resource Management, Data Warehousing, Quality Assurance, Consulting, Enterprise Software
Education
Southern New Hampshire University 1993 — 1995
MS, Computer Information Systems
Institute for Technology and Management 1991 — 1993
MBA, Finance
R. V. College of Engineering, Bangalore 1986 — 1990
Engineering, Mechanical
TIAA-CREF December 2013 - Present
Fidelity Investments 2010 - June 2013
Fidelity Investments 2009 - 2010
Fidelity Investments 2004 - 2009
Fidelity Investments 2001 - 2004
Fidelity Investments 2000 - 2001
Fidelity Investments 1999 - 2000
Oxford Health Plans 1994 - 1999
Skills
People Management, Project Management, Communication Skills, Process Improvement, Analytical Skills, Operational Excellence, Management, Onboarding, Customer Satisfaction, Training, Employee Benefits, Retirement Benefits, Business Analysis, Outsourcing, Performance Management, Leadership, Program Management, Vendor Management
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern New Hampshire University
Master's Certificate, Health/Health Care Administration/Management
University of Maine
Bachelor of Arts (B.A.), Zoology/Animal Biology
Fidelity Investments December 2009 - Present
Fidelity Investments November 2007 - December 2009
Fidelity Investments June 2006 - November 2007
Fidelity Investments April 2005 - June 2006
Fidelity Investments November 2000 - April 2005
Fidelity Investments November 1999 - November 2000
Hunters Woods June 1998 - November 1999
US Army November 1992 - April 1998
Skills
Management, Series 7, Series 9, Series 10, Series 63, Series 66, Financial Services, Sales Management, Risk Management, Investments, Mutual Funds, Sales, Finance, Customer Service, Relationship Management, Securities, Retirement, Equities, Leadership, Training, Coaching, Trading, Retirement Planning, Wealth Management, Asset Allocation, 401k, Call Centers, Options, IRAs, Investment Management, Fixed Income, Financial Planning, FINRA
Education
Southern New Hampshire University
Fidelity Investments January 2015 - Present
MetLife August 2013 - January 2015
Fidelity Investments September 2010 - April 2013
Credit Union June 2009 - October 2010
Fidelity Investments October 1993 - March 2009
TD Bank April 2007 - January 2008
Skills
Wealth Management, Asset Managment, Risk Management, Investments, Economic Research, Finance, Portfolio Management, Financial Modeling, Fixed Income, Financial Services, Strategy, Securities, Insurance, Mutual Funds, Management, Series 7
Education
Suffolk University 1993 — 1996
MSF, Finance
Suffolk University - Sawyer School of Management 1993 — 1996
Master of Finance, Banking, Corporate, Finance, and Securities Law
Southern New Hampshire University 1990 — 1993
BA, Business
Fidelity Investments September 2013 - Present
Fidelity Investments June 2012 - September 2013
Fidelity Investments February 2011 - June 2012
Target September 2009 - February 2011
Spinelli Cinemas October 2004 - September 2009
Education
Southern New Hampshire University 2010 — 2012
Master of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelor of Science, Business Administration; Finance, Economics
Smith Barney Financial AdvisorEdward JonesJune 2001 - December 2006
Fidelity Investments November 1994 - December 1999
Education
Southern New Hampshire University 1986 — 1990
MassMutual Financial Group October 2014 - Present
PC Connection, Inc. June 2012 - September 2014
Fidelity Investments August 2010 - November 2011
Fidelity Investments May 2008 - August 2010
Fidelity Investments November 2004 - May 2008
Skills
Benefits Administration, Software Documentation, Call Center, Six Sigma, Customer Service, Quality Control, Process Engineering, Research, Customer Support, CSS, Employee Benefits, Process Improvement, Training, Analysis, Business Process..., Vendor Management, User Acceptance Testing, Access, Business Analysis, SDLC, PeopleSoft, Financial Services, Requirements Gathering, Change Management, 401k, Visio, Team Building, Quality Assurance, Data Analysis, Lotus Notes, Employee Relations, Coaching, Business Requirements, Human Resources, SharePoint, Requirements Analysis, Business Process, Microsoft Excel, Outsourcing, Insurance, Payroll, Outlook, Project Planning, Call Centers, Systems Analysis, Leadership, Program Management, CRM, Salesforce.com, Resource Management
Education
Southern New Hampshire University 2010 — 2016
Bachelor of Science, Computer Information Technology
Southern New Hampshire University 2010 — 2014
Bachelors, Computer Information Technology
New Hampshire Community College 1999 — 2001
Diploma, Massage Therapy/Therapeutic Massage
New Hampshire Community Technical College 1999 — 2001
Diploma, Massage Therapy
Nashua High School 1995 — 1999
Diploma
Fidelity Investments August 2015 - Present
TD August 2014 - Present
Vachon Clukay & Company PC February 2014 - May 2014
Leone, McDonnell & Roberts, P.A. January 2014 - February 2014
Caron & Bletzer, PLLC March 2013 - October 2013
Maine Department of Labor May 2010 - August 2010
Skills
Financial Analysis, Finance, Mutual Funds, Process Improvement, Accounting, Financial Statements, Auditing, US GAAP, Microsoft Excel, MS Excel Pivot Tables, MS Excel Vlookups, Audits of Employee..., ERISA, External Audit, Financial Reporting, 401k, Pensions, Defined Benefit, Defined Contribution, Financial Accounting, Internal Controls, GAAS, Outlook, GASB, Nonprofits, Adobe, CCH ProSystem fx, Thomson Reuters, Governmental Accounting, Yellow Book, Corporate Tax
Education
Southern New Hampshire University 2011 — 2012
Master of Science in Finance (MSF)
University of Maine 2008 — 2010
Bachelor of Science in Business Administration (BSBA), Accounting
PistolStar, Inc. June 2015 - Present
CADD Edge March 2014 - March 2015
Aerial Advantages July 2012 - November 2014
abi Innovation Hub January 2014 - April 2014
Prudential Verani Realty March 2013 - May 2013
Fidelity Investments June 2010 - August 2010
Skills
Social Media, Facebook, Public Speaking, Social Networking, Research, Photoshop, Prezi, Aerial Photography, Illustrator, Digital Photography, Blogging, Marketing, Leadership, Social Media Marketing, SEO, Teamwork
Education
Southern New Hampshire University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Social Media Marketing, 3.75
UnitedHealthcare August 2015 - Present
UnitedHealthcare June 2012 - Present
UnitedHealthcare October 2010 - June 2012
Litle & Co. August 2009 - October 2010
Fidelity Investments 2006 - 2009
Oxford Health Plans 2004 - 2006
Oxford Health Plans 1999 - November 2004
Oxford Health Plans 1998 - 1999
Oxford Health Plans 1997 - 1998
Oxford Health Plans 1996 - 1997
Skills
Call Center, Customer Service, Data Analysis, Enrollment Management, Customer Satisfaction, Insurance, Workforce Management, Coaching, Customer Experience, Health Insurance, Payment Card Processing, Outlook, Call Centers, Management, Program Management, Training, Leadership, Change Management, Six Sigma, Human Resources, Employee Relations, Business Planning, Process Improvement, Employee Training, Outsourcing, SDLC, Forecasting, Client Services
Education
Southern New Hampshire University 2000 — 2002
A.A., Liberal Arts/Business Management
Merrimack High School 1986 — 1989
H.S. Diploma
Fidelity Investments August 2014 - Present
Fidelity Investments January 2012 - July 2014
Fidelity Investments November 2010 - December 2011
Fidelity Investments June 2005 - November 2010
Fidelity Investments May 2004 - May 2005
Fidelity Investments March 2002 - April 2004
Fidelity Investments September 2000 - March 2002
Compaq Ltd. September 1998 - August 2000
Unicorp Overseas Ltd. February 1998 - September 1998
Zenith Computers Ltd. January 1996 - February 1998
Skills
Veritas Cluster Server, Solaris, Veritas Volume Manager, Operating Systems, High Availability, Oracle RAC, Unix, Veritas, VxFS, Servers, Solaris Zones, System Administration, Clustering, RedHat, SPARC, TCP/IP, Troubleshooting, ITIL, IT Operations, VCS, Technical Leadership, Change Management, Incident Management, Collaborative Leadership, Vendor Management, Service Delivery, Team Management, AIX, Virtualization, Enterprise Architecture, Red Hat Linux, IT Service Management, Linux, Integration, Infrastructure, Storage, Information Security, IT Management, Project Management, Sun, Cluster, Data Center, Disaster Recovery, Enterprise Software, Networking, Hardware, Performance Tuning, Software Documentation, CRM, Technical Support
Education
Southern New Hampshire University 2008 — 2010
Masters of Science, Operations and Project Management
Expert Rating (http://www.expertrating.com) 2008 — 2008
6 Sigma, Six Sigma Green Belt
Southern New Hampshire University 2006 — 2008
Global MBA, Management
Various 2000 — 2007
Certifications, Technical
eClinicalworks July 2012 - Present
Marlborough, MA January 2011 - June 2012
JCSI September 2008 - October 2010
Fidelity Investments September 2007 - June 2008
BearingPoint December 2004 - April 2007
Marlborough, MA August 2002 - December 2004
Axeda Systems, Inc January 2002 - July 2002
Northeast Digital Systems, Inc. July 2000 - July 2001
SpringBoard Technology Corp September 1998 - January 2000
Service Renaissance Group April 1993 - July 1998
Education
Southern New Hampshire University 1977 — 1981
BS
Revive 2008 - Present
Viisage An L-1 Identity Solutions Co May 2007 - November 2008
Keane, Inc. July 2005 - May 2007
Fidelity Investments February 1995 - July 2005
Skills
Agile Methodologies, SOA, Project Management, Enterprise Software, Integration, Enterprise Architecture, SDLC, Program Management, IT Strategy, Vendor Management, SaaS, Management, Software Development, Cloud Computing, Database Admin, Information Technology, Cross-functional Team..., P&L Management, Strategic Thinking, Oracle, Database Management, Leadership, Software Project..., Requirements Analysis, Business Analysis, Scrum, Process Improvement
Education
Southern New Hampshire University 1997 — 1998
Master of Business Administration (M.B.A.)
Southern New Hampshire University 1993 — 1994
Master of Science (MS)
University of Mumbai 1984 — 1988
Bachelor of Engineering (B.E.)
Skillsoft 2011 - Present
EMC 2009 - 2011
Nashua Scrum Club 2009 - 2011
Fidelity Investments 2001 - 2009
Kana Communications 1996 - 2001
Coda 1990 - 1996
Interactive Systems Incorporated 1983 - 1990
Skills
Software Program..., Agile, Software Project..., Software Implementation, Business Process..., Six Sigma, Business Analysis, Change Management, Knowledge Management, SharePoint, Documentum, MS Project, VersionOne, Rally, Software Product..., Learning Management, SaaS, Cloud Computing, Agile Methodologies, Project Management, Requirements Gathering, SDLC, Product Management, Scrum, Visio, Software Documentation, Program Management, Integration, Requirements Analysis, Software Development, PMP, Enterprise Software, Training, Enterprise Architecture, CRM, Solution Architecture, Cross-functional Team..., Process Improvement
Education
Southern New Hampshire University
Master, Business Administration
University of Massachusetts Lowell 1985 — 1988
Bachelors, Computer Science
Valedictorian, Shawsheen Valley Technical Vocational High School 1981 — 1984
High School, Computer programming
Seminole Gaming February 2015 - Present
Dick's Sporting Goods November 2009 - February 2015
E*TRADE Financial September 2006 - November 2009
Fidelity Investments February 2004 - August 2006
Skills
Restricted Stock, Stocks, Options, Equities, Executive Pay, Incentive Programs, Mergers & Acquisitions, Securities, Account Reconciliation, Sarbanes-Oxley Act, Deferred Compensation, Payroll, Process Improvement, Human Resources
Education
Southern New Hampshire University
Bachelor's Degree, Business Administration and Management, General
Cryptzone May 2015 - August 2015
Luxury Estates of Las Vegas March 2013 - May 2015
Nathan Adelson Hospice May 2012 - September 2013
Great West Life October 2008 - 2011
Entergra Solutions May 2008 - October 2008
Fidelity Investments August 2007 - May 2008
Fidelity Investments June 2005 - May 2008
Fidelity Investments June 2005 - May 2008
Fidelity Investments June 2005 - August 2007
Skills
Technical Support, Active Directory, Networking, SharePoint, Information Technology, Help Desk Support, Real Estate, Sales, Training, Windows XP, Troubleshooting, Windows Server, Data Center, Process Improvement, Windows, VPN, Real Estate Transactions, TCP/IP, System Deployment, Windows 7, Software Documentation, Security, ITIL, Incident Management, Call Center, Real Estate License, IT Operations, Service Desk, IT Service Management, Computer Hardware, Call Centers
Education
Southern New Hampshire University 2008 — 2008
IT Management
Epping HS 2004 — 2006
Diploma, General/Business Ed
McIntosh College 2000 — 2000
Network Administration & Travel Tourism
McIntosh College 1998 — 1999
Travel, network administration
Southern New Hampshire University March 2015 - Present
Southern New Hampshire University March 2008 - March 2015
Fidelity Investments April 2005 - February 2008
Fidelity Investments June 1999 - April 2005
Fidelity Investments January 1998 - May 1999
Fidelity Investments February 1996 - December 1997
Fidelity Investments October 1995 - February 1996
Skills
XML, SQL, Oracle, Java, JavaScript, VB.NET, HTML, SDLC, ASP, .NET, VBScript, Servers, Shell Scripting, Integration, PL/SQL, T-SQL, T-SQL Stored Procedures
Education
Southern New Hampshire University 2008 — 2014
Bachelor of Science (B.S.)
Wentworth Technical School 1990 — 1992
Certificate
Fidelity Investments July 2014 - Present
Fidelity Investments March 2013 - July 2014
Lenscrafters 2009 - March 2013
Southern New Hampshire University September 2011 - October 2012
Lenscrafters 2006 - 2009
Lenscrafters 2005 - 2006
Lenscrafters 2002 - 2004
Skills
Leadership, Problem Solving, Organization, Business Efficiency, Critical Thinking, Financial Analysis, Retail, Management, Customer Satisfaction, PowerPoint, Sales, Inventory Management, Outlook, Recruiting, Team Building, Customer Service, Merchandising, Data Entry, Budgets, Analysis, Microsoft Excel, Visual Merchandising, Microsoft Word, Loss Prevention, Inventory Control, Hiring, Store Management
Education
Southern New Hampshire University 2011 — 2012
Master of Business Administration (MBA), Specialization in Finance, GPA 3.796
Southern New Hampshire University 2008 — 2011
Bachelor of Science (B.S.), Business Studies, 4.0
Fidelity Investments October 2011 - Present
Fidelity Investments August 2010 - October 2011
State Street January 2007 - August 2010
Putnam Investments 2005 - January 2007
Putnam Investments 2004 - 2005
Skills
Access, Excel, Customer Relations, Word, Fixed Income, Process Improvement, Financial Services, Securities, Strategic Planning, Data Analysis, Project Management, Management, Outlook, Analysis, Business Analysis, PowerPoint, Leadership, Accounting, Microsoft Office, Microsoft Word, Business Development, Risk Management, Time Management, Microsoft Excel
Education
Southern New Hampshire University 2011 — 2014
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
B.S., Business Administration with a Concentration in Finance
Eagle Point Investment Advisors January 2015 - Present
New York Life Insurance Company February 2013 - January 2015
Fidelity Investments March 2000 - January 2013
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Investments, Mutual Funds, Financial Services, Series 7, Series 63, 401k, Series 65, Securities, Strategic Financial..., FINRA, Life Insurance, Insurance, Fixed Annuities, Finance
Education
Southern New Hampshire University 2004 — 2009
Bachelor of Science (B.S.), Business
Breckinridge Capital Advisors May 2014 - Present
TD Asset Management USA, Inc. 2009 - April 2014
TD Banknorth Wealth Management 2003 - 2009
Fidelity Investments 1999 - 2003
Skills
Fixed Income, Trading, Investments, Portfolio Management, Bloomberg, Investment Strategies, Wealth Management, Mutual Funds, Fixed Income Strategies, Investment Management, Fixed Income Trading, Asset Management, Series 7, Series 63, Options, Capital Markets, Institutional Trading, Staff Development, Electronic Trading, Equity and Option..., Leadership, Management, Strategy, Marketing
Education
Southern New Hampshire University 2014 — 2015
Master of Business Administration (MBA), 3.923 GPA
Southern New Hampshire University 2014 — 2015
Graduate Certificate Program, Marketing, 4.0 GPA
Southern New Hampshire University 1999 — 2003
Bachelor of Science (BS), Economics & Finance
Paige Simple January 2012 - Present
Fidelity Investments September 2011 - December 2011
Liberty Mutual January 2010 - September 2011
BAE Systems November 2008 - January 2010
Fidelity Investments (HR Services) September 2006 - November 2008
Digitas Inc. April 2005 - September 2006
Skills
Event Styling, Event Management, Adobe Illustrator, Facebook, Pinterest, Social Media, Party Styling, Party Favors, Graphic Design, Project Management, Microsoft Office, PeopleSoft, SQL Navigator, HOBS, Site Catalyst, Test and Target, Entertaining, Business Requirements, Business Analysis, Requirements Analysis, Requirements Gathering, Software Requirements, System Requirements, System Testing, Manual Testing, Employee Benefits, Project Planning, Software Project..., SharePoint, User Acceptance Testing, Regression Testing, Software Quality..., Business Process..., Requirements Management, Continuous Development, Test Planning, Mentoring, Client Acceptance..., Disability Management, HRIS, Business Operations, Health & Welfare..., Quality Assurance, Data Analysis, Compliance, Benefits Analysis, Employee Self Service, eCommerce, Event Planning, Access
Education
Southern New Hampshire University
M.S.
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
B.S. in Business Administration
Concord High
Fidelity Investments December 2011 - Present
Fidelity Investments July 2008 - December 2011
Fidelity Investments June 2007 - June 2008
Fidelity Investments December 2006 - June 2007
Proxy Governance Inc. December 2004 - December 2006
IRRC June 2004 - November 2004
IRRC September 2002 - June 2004
IRRC February 2001 - September 2002
Skills
Mutual Funds, Proxy, Corporate Governance, Executive Compensation, Executive Pay
Education
Southern New Hampshire University 2008 — 2011
Master of Science, Finance
Virginia Polytechnic Institute and State University 1996 — 2000
Bachelor of Science
Fidelity Investments October 2012 - Present
The Braun Group February 2012 - Present
Fidelity Investments June 2008 - October 2012
Fidelity Investments March 2007 - June 2008
Banc of America Investments July 2005 - March 2007
Prudential Financial February 2004 - June 2005
Skills
Series 7, Financial Services, Fixed Income, Series 24, Relationship Management
Education
Southern New Hampshire University 2011 — 2015
MBA, Marketing
Wheaton College 1991 — 1995
Psychology
Moses Brown 1987 — 1991
ConsultNet, LLC January 2011 - Present
CSC 2004 - February 2011
Veritude/Fidelity November 2002 - February 2004
Fidelity Investments 1996 - 2003
Avco/Textron 1980 - 1988
Compugraphics 1975 - 1976
Skills
Business Analysis, Program Management, Vendor Management, Software Development, Change Management, Process Improvement, Outsourcing, Networking, Information Technology, Professional Services, Requirements Analysis, Management, Integration, PMP, SDLC
Education
Southern New Hampshire University 1972 — 1977
BS, Management
winthrop high school 1960 — 1964
Kronos July 2013 - Present
Fidelity Investments March 2012 - November 2012
Fidelity Investments September 2005 - March 2012
Genesys Software Systems 2000 - 2005
Anthem NH/Matthew Thornton Health Plan 1991 - 1999
Skills
Client Management, Certified Project..., Human Resources..., Employee Benefits, Performance Management, Talent Management, HRIS, Payroll, CRM, Benefits Administration, Deferred Compensation, Process Improvement, Team Building, Insurance, Project Management, Management, PeopleSoft, Employee Relations, Coaching, Customer Service, Personnel Management, Human Resources, Outsourcing, Leadership, Analysis
Education
Southern New Hampshire University 2007 — 2010
Certificate, Human Resources
Southern New Hampshire University 1999 — 2004
MBA, Business
University of New Hampshire
BS, Health Administration
PAREXEL International November 2011 - Present
Parexel International June 2008 - November 2011
Fidelity Investments October 2004 - June 2008
Brooks Automation March 2002 - October 2004
PRI Automation August 1999 - March 2002
PRI Automation July 1995 - August 1999
Raytheon July 1986 - July 1995
Skills
Certified Scrum Master..., Requirements Analysis, Business Process, Data Conversion, Software Documentation, Process Improvement, Data Analysis, Project Management, Oracle E-Business Suite, Oracle, Business Analysis, Business Intelligence, Business Process Design, Oracle HR, Systems Analysis, Integration, Analysis, Testing, SDLC
Education
Southern New Hampshire University 1999 — 2002
MBA, Business Administration
Southern New Hampshire University 1996 — 1999
MSCIS, Computer Information Systems
Southern New Hampshire University 1994 — 1996
BSTM, Technical Management
Manchester Community Technical College 1983 — 1985
ASIE, Electronics
LPL Financial July 2009 - Present
LPL Financial January 2007 - July 2009
UVEST Financial Services July 2006 - January 2007
Fidelity Investments 1998 - 2006
Skills
Training & Development, Marketing Communications, Project Planning, Instructional Design, E-learning, Content Development, Event Management, Event Marketing, Organizational Learning, Online Training, Strategic Communications, Corporate Communications, Communications Planning, Project Coordination, Presentation Development, Presentation Preparation, Presentation Coaching, Sales Support, Salesforce.com, Sales Process, E-Learning, Financial Services, Team Building, Leadership, Performance Management, Wealth Management, Team Management, Employee Training, Team Leadership, Process Improvement, Event Planning, Coaching, Project Management, Program Management, Management, Training, Marketing, Retirement Planning, Sales Operations, Relationship Management, Series 7, Strategic Planning, Sales, Organizational..., Marketing Strategy
Education
Southern New Hampshire University 2003 — 2006
MS
Southern New Hampshire University 1995 — 1998
BS
Ceridian July 2014 - Present
NGA Human Resources November 2013 - June 2014
Ceridian March 2008 - October 2013
BB&T July 2007 - March 2008
Fidelity Investments August 2001 - July 2007
Rational Software May 2000 - March 2001
Skills
Call Center, HRO, Business Process..., Six Sigma, Agile Methodologies, Process Improvement, Vendor Management, Management, Project Management, Analysis, Cross-functional Team..., Talent Acquisition, Outsourcing, Human Resources, Business Process, SaaS, Call Centers, Team Leadership, CRM, Team Management, Employee Benefits, Coaching, Team Building, Operations Management, Talent Management, Leadership, Customer Satisfaction, Strategic Planning, Software Documentation
Education
SNHU
Master of Business Administration, Management
Southern New Hampshire University
Master of Science, Organizational Leadership
Southern New Hampshire University
Bachelors Of Applied Science, Hospitality Administration/Management
Southern New Hampshire University
Master of Science, Computer Information Systems
Fidelity Investments July 2008 - Present
Fidelity Investments January 2005 - July 2008
Fidelity Investments September 2000 - December 2004
Education
Southern New Hampshire University 1994 — 1998
BA, International Business
Samsung Telecommunications America November 2014 - Present
Fidelity Investments August 2014 - October 2014
Fidelity Investments January 2010 - August 2014
SuVino Winery November 2008 - March 2010
Fidelity Investments September 2007 - January 2010
Fidelity Investments June 2006 - September 2007
Skills
Editing, Training, Coaching, Sales, Marketing, Social Media, Publishing, Social Media Marketing, Microsoft Office, Event Planning, Event Management, Strategic Planning, Marketing Communications, Marketing Strategy, Public Speaking, Social Networking, Microsoft Excel, Leadership
Education
Southern New Hampshire University 2002 — 2006
BA in Communication, Journalism, PR, Marketing
Fidelity Investments August 2000 - Present
Skills
Disaster Recovery, Virtualization, VMware, Windows, SCCM, Requirements Analysis, Unix, Windows 7, Altiris, AppSense, Troubleshooting, Windows Scripting
Education
Southern New Hampshire University 1991 — 1993
Fidelity Investments August 2015 - Present
Fidelity Investments September 2007 - July 2015
Fidelity Investments September 2006 - September 2007
Fidelity Investments March 2005 - September 2006
Financial Advisors Network May 2002 - April 2005
Skills
Equities, Series 7, Investments, Finance, Trading, Series 63, Financial Services, Relationship Management, Management, 401k, Retirement, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., FINRA, Options, Social Media Marketing, Customer Satisfaction, Customer Retention, High Net Worth..., Business Analysis, CEP, MBA, Marketing Communications, Non-profit Volunteer, Animal Welfare, Financial Planning
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 1996 — 2000
B.A., Economics, Communications
Morneau Shepell August 2014 - Present
Fidelity Investments February 2011 - August 2014
Workscape an ADP Company October 2008 - February 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2002 - 2005
Fidelity Investments 2000 - 2002
Fidelity Investments 1999 - 2000
Anthem 1998 - 1999
Skills
Visio, MS Project, Project Management, Access, SQL, Business Process..., Microsoft Excel, Requirements Gathering, Business Requirements, Waterfall, Business Analysis, Vendor Management, Process Improvement, Software Documentation, Testing, Business Process, Change Management, Risk Management, Cross-functional Team..., Outsourcing, Six Sigma, Management, Microsoft Project
Education
Southern New Hampshire University 1996 — 2000
BS, Computer Science
Lincoln Financial Group August 2010 - Present
CGI Employee Benefits Group June 2009 - October 2009
Fidelity Investments June 2006 - June 2008
Fidelity Investments April 2002 - June 2006
Fidelity Investments December 1999 - April 2002
Fidelity Investments October 1998 - December 1999
Skills
Business Process..., Business Analysis, Analysis, Project Management, Process Improvement
Education
Southern New Hampshire University 2004 — 2009
Graduate Certificate, Marketing
Southern New Hampshire University 2004 — 2008
M.B.A., Business
Southern New Hampshire University 1994 — 1998
B.S., Marketing
Nokomis Regional High School
iCAD December 2013 - Present
Millipore 2009 - 2013
Fidelity Investments 2003 - 2009
Fidelity Investments 2000 - 2003
Skills
Process Improvement, Visio, Business Process..., Business Analysis, Software Documentation, Payroll, Financial Analysis, Requirements Gathering, PeopleSoft, Data Analysis, Vendor Management, Sarbanes-Oxley Act, Access, Account Reconciliation, Accounting, Auditing, Business Process, Requirements Analysis, Employee Benefits
Education
Southern New Hampshire University
MBA, Business
Bose Corporation April 2010 - Present
Fidelity Investments 2008 - 2008
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
Unum 2003 - 2004
Skills
Direct Mail, Marketing Communications, Marketing, Strategy, Account Management, Advertising, Direct Marketing, Project Management, Customer Service, Corporate Branding, Adobe Acrobat, Marketing Strategy, Product Marketing, Cross-functional Team..., Pre-sales, Print Collateral, Collateral, Social Media Marketing, Online Advertising, Facebook, Twitter, YouTube, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Prioritize Workload, Priority Setting, Handle Multiple...
Education
Southern New Hampshire University 2013 — 2013
Graduate Certificate, Social Media Marketing
Southern New Hampshire University 2003 — 2006
M.B.A., Business, Marketing
Southern New Hampshire University 1998 — 2002
B.S., Business Administration, Marketing
Fidelity Investments February 2011 - Present
Fidelity Investments January 2007 - February 2011
Fidelity Investments 2004 - 2007
Fidelity Investments January 2000 - January 2003
Sportshoe Center January 1993 - January 2000
Education
Southern New Hampshire University
Associate of Science, Business Administration
ADP August 2012 - Present
Fidelity Investments July 2001 - December 2011
Fidelity Investments January 2000 - June 2001
Fidelity Investments October 1997 - December 1999
Blanc & Otus August 1996 - October 1997
Skills
Test Cases, Test Management, Quality Center, Manual Testing, Defect Tracking, Regression Testing, Software Project..., HP Quality Center, User Acceptance Testing
Education
Southern New Hampshire University
Fidelity Investments January 2015 - Present
Fidelity Investments August 2011 - December 2014
Fidelity Investments April 2010 - August 2011
Sig Sauer June 2008 - April 2009
H. D. Smith October 2006 - June 2008
LabCorp January 2005 - October 2006
Hall Kinion May 2001 - April 2002
Skills
Recruiting, College Recruiting, Human Resources, Onboarding, Training, Interviews, Time Management, Hiring, Talent Acquisition, Applicant Tracking..., Talent Management, Personnel Management, Employer Branding, Employee Relations, Career Development, Taleo
Education
Southern New Hampshire University
Masters, Organizational Leadership
University of Massachusetts, Amherst
Bachelors, Psychology
Fidelity Investments 2012 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2011
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Fidelity Investments 2000 - 2004
School Administrative Unit #28 Pelham/Windham School District 1998 - 2000
Richill Inc 1994 - 1998
Skills
Oracle E-Business Suite, Oracle Applications, Oracle, Process Improvement, Procurement, Strategic Sourcing, Order Management, Business Process, E-procurement, Oracle Discoverer, Vendor Management, Oracle Reports, ERP, OBI (Oracle Business..., Intuit Application, QC Tools, Ariba Sourcing..., Business Analysis, Accounting, Risk Management, Leadership, Program Management, Outsourcing, Analysis
Education
Southern New Hampshire University 1994 — 1998
Bachelor, Accounting
John Brown & Sons July 2010 - Present
mcarterbrown.com March 2004 - Present
John Brown & Sons September 1999 - June 2010
Fidelity Investments June 1998 - September 1999
Skills
Financial Reporting, Financial Analysis, Accounting, Budgets, Forecasting, Internal Controls, Process Improvement, Auditing, General Ledger, Microsoft Excel, Team Building, Change Management, Business Strategy, Strategic Planning, Management, Advertising, Sales, Leadership, Business Analysis, Team Leadership
Education
Southern NH University 2000 — 2003
MBA
University of New Hampshire 1993 — 1998
Bachelor of Science (B.S.), Business Administration
Fidelity Investments November 2012 - June 2014
Wolters Kluwer Financial Services January 2012 - November 2012
Fidelity Investments August 2003 - April 2010
Fidelity Investments January 1999 - July 2003
Fidelity Investments 1996 - 1998
Fidelity Investments 1992 - 1995
Fidelity Investments 1990 - 1992
Skills
Financial Services, PMP, Program Management, Portfolio Management, Vendor Management, Business Analysis, PMO, Project Portfolio..., Risk Management, Software Project..., Requirements Analysis, Agile Methodologies
Education
Southern New Hampshire University
MBA
University of Maine
BS, Business Administration: Finance and Management
Aon Hewitt 2011 - 2012
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Liberty Mutual Insurance 1992 - 1996
Liberty Mutual Insurance 1990 - 1992
Skills
Employee Benefits, Financial Services, Defined Contribution, RFP, Defined Benefit, Retirement, Benefits Administration, Pensions, Consulting, 401k, Mutual Funds, FINRA Series 6 and 26, Deferred Compensation, Public Speaking, Qualified Retirement..., Program Management, Outsourcing, Strategy, Risk Management, Mergers & Acquisitions, Training, Process Improvement, Human Resources, Investments, Product Management, ERISA
Education
Southern New Hampshire University
MBA, with a Graduate Certificate in Health Administration
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
University of Southern Maine
BA, in Mathematics
Thirty-One Gifts April 2015 - Present
doTERRA April 2015 - Present
Fidelity Investments August 2012 - March 2015
Lia Sophia Fashion Jewelry September 2006 - May 2014
Fidelity Investments October 2007 - August 2012
Fidelity Investments September 2006 - October 2007
Fidelity Investments June 2005 - September 2006
Skills
Process Improvement, Data Analysis, Portfolio Management, Requirements Analysis, Business Analysis, Customer Satisfaction, Analysis, Retirement, Pensions, Outlook, Risk Management, Project Management, Customer Service, Access, Visio, Investments, Microsoft Excel, Relationship Management, Team Leadership
Education
Strayer University 2010 — 2012
Master of Business Administration, 4.0
University of New Hampshire 2002 — 2006
Bachelor of Arts, Business
Boston University - Corporate Education Center
Project Management Certificate
Southern New Hampshire University
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Fidelity Investments February 2012 - July 2013
Fidelity Investments August 2011 - January 2012
Fidelity Investments September 2010 - August 2011
Fidelity Investments June 2007 - August 2010
Education
Southern New Hampshire University 2008 — 2010
Master of Science, Finance
Southern New Hampshire University 2008 — 2010
Master of Science, Operations & Project Management
Southern New Hampshire University 2006 — 2008
MBA
University of New Hampshire 2000 — 2004
Bachelor of Science, Mathematics
Delaine Associates September 2012 - Present
Air Transport IT Services, Inc. November 2007 - February 2015
Perryman & Associates August 2005 - November 2007
Fidelity Investments October 1995 - December 2002
Digital Equipment Corp April 1986 - October 1995
Skills
Organizational..., Change Management, Project Management, Business Process..., Personal Coaching, Technical Communications, Training Development &..., Business Intelligence, Software Documentation, Business Coaching, Organizational Research, Mster NLP Practitioner, PMP, UNIX, Oracle, SQL Server, Document Management, IT Management, IT Strategy, Training, Technical Communication, Integration, Process Improvement, Business Process..., Business Process..., Requirements Analysis, Business Analysis, Vendor Management, Software Project..., Leadership
Education
Walden University 2013 — 2015
Master of Science (M.S.), Industrial and Organizational Psychology, 3.89
Southern New Hampshire University 1983 — 1988
B.S., Management Information Systems