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
Employee
Years
Job
Industry
Christopher Kellett Christopher Kellett's Fidelity Investments Experience August 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments June 2010 - July 2011
Fidelity Investments November 2004 - May 2009
Skills
Financial Services, CFP®, Investments, Retirement, Portfolio Management, Account Management, Relationship Management, Series 7, Sales, Mutual Funds, Series 63, CRM, Insurance, Cold Calling, Business Development, Series 66, Fixed Income, Retirement Planning, Wealth Management, Financial Planning, Financial Analysis
Education
Southern New Hampshire University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Southern New Hampshire University 2000 — 2004
Business Administration
Fidelity Investments August 2011 - Present
Fidelity Investments June 2010 - July 2011
Fidelity Investments November 2004 - May 2009
Skills
Financial Services, CFP®, Investments, Retirement, Portfolio Management, Account Management, Relationship Management, Series 7, Sales, Mutual Funds, Series 63, CRM, Insurance, Cold Calling, Business Development, Series 66, Fixed Income, Retirement Planning, Wealth Management, Financial Planning, Financial Analysis
Education
Southern New Hampshire University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Southern New Hampshire University 2000 — 2004
Business Administration
Daniel Tinkham, MBA Daniel Tinkham, MBA's Fidelity Investments Experience September 2013 - Present
Job Retirement Relationship Manager at Fidelity Investments, and Owner of TinkhamMorin Business Brokers
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Tinkham-Morin Business Brokers January 2013 - Present
Fidelity Investments October 2012 - September 2013
Fidelity Investments January 2012 - October 2012
Fidelity Investments January 2011 - December 2011
New York Life Insurance Company July 2010 - December 2010
TD Bank USA June 2006 - July 2010
Paradigm Design September 2009 - May 2010
Sportszone July 2005 - March 2007
Skills
Research, Problem Solving, Excel, PowerPoint, Customer Service, Public Speaking, Time Management
Education
Southern New Hampshire University 2011 — 2014
Master of Business Administration (MBA), Concentration in Finance, 4.0
Southern New Hampshire University 2007 — 2010
Business Administration, Finance, 3.58
Southern New Hampshire University 2007 — 2010
2010 BS, Business Administration
Fidelity Investments September 2013 - Present
Tinkham-Morin Business Brokers January 2013 - Present
Fidelity Investments October 2012 - September 2013
Fidelity Investments January 2012 - October 2012
Fidelity Investments January 2011 - December 2011
New York Life Insurance Company July 2010 - December 2010
TD Bank USA June 2006 - July 2010
Paradigm Design September 2009 - May 2010
Sportszone July 2005 - March 2007
Skills
Research, Problem Solving, Excel, PowerPoint, Customer Service, Public Speaking, Time Management
Education
Southern New Hampshire University 2011 — 2014
Master of Business Administration (MBA), Concentration in Finance, 4.0
Southern New Hampshire University 2007 — 2010
Business Administration, Finance, 3.58
Southern New Hampshire University 2007 — 2010
2010 BS, Business Administration
Christian Gebauer's Fidelity Investments Experience July 2015 - Present
Job Systems Analyst Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - July 2015
Datron Dynamics May 2012 - July 2013
Southern New Hampshire University Learning Center January 2010 - May 2013
La Bec Rouge April 2010 - September 2011
Skills
Systems Analysis, Web Services, SQL, SOAP, XML, HTML, Access, Windows 7, XP, Networking, Windows, Microsoft Office, Mac OS X, Troubleshooting
Education
Southern New Hampshire University 2009 — 2013
Bachelor of Science (B.S.), Information Technology, 3.967 Summa Cum Laude
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - July 2015
Datron Dynamics May 2012 - July 2013
Southern New Hampshire University Learning Center January 2010 - May 2013
La Bec Rouge April 2010 - September 2011
Skills
Systems Analysis, Web Services, SQL, SOAP, XML, HTML, Access, Windows 7, XP, Networking, Windows, Microsoft Office, Mac OS X, Troubleshooting
Education
Southern New Hampshire University 2009 — 2013
Bachelor of Science (B.S.), Information Technology, 3.967 Summa Cum Laude
Todd Glover Todd Glover's Fidelity Investments Experience August 2007 - December 2008
Job Senior Program Manager, Global Product Security & Services
Industry Higher Education
Experience
University of Massachusetts President's Office March 2010 - May 2015
Raytheon - IDS May 2009 - November 2009
Fidelity Investments August 2007 - December 2008
Fidelity Investments December 2006 - August 2007
Fidelity Investments April 2005 - December 2006
Fidelity Investments April 2001 - April 2005
Fidelity Investments September 1996 - April 2001
Fidelity Investments December 1992 - September 1996
Skills
Program Management, ITIL, Change Management, IT Service Management, Governance, SDLC, Process Improvement, IT Management, Project Management, Software Documentation, Leadership, Strategy, Management, Integration
Education
Suffolk University - Sawyer Business School 2003 — 2006
Master of Business Administration (M.B.A.), Executive Program, GPA = 3.9/4.0, 3.9/4.0
Southern New Hampshire University 1991 — 1994
Bachelor's Degree, Computer Information Systems, GPA = 3.7/4.0, 3.7/4.0
University of Massachusetts President's Office March 2010 - May 2015
Raytheon - IDS May 2009 - November 2009
Fidelity Investments August 2007 - December 2008
Fidelity Investments December 2006 - August 2007
Fidelity Investments April 2005 - December 2006
Fidelity Investments April 2001 - April 2005
Fidelity Investments September 1996 - April 2001
Fidelity Investments December 1992 - September 1996
Skills
Program Management, ITIL, Change Management, IT Service Management, Governance, SDLC, Process Improvement, IT Management, Project Management, Software Documentation, Leadership, Strategy, Management, Integration
Education
Suffolk University - Sawyer Business School 2003 — 2006
Master of Business Administration (M.B.A.), Executive Program, GPA = 3.9/4.0, 3.9/4.0
Southern New Hampshire University 1991 — 1994
Bachelor's Degree, Computer Information Systems, GPA = 3.7/4.0, 3.7/4.0
Archie Joseph Archie Joseph's Fidelity Investments Experience September 2001 - February 2010
Job HR Director at Genzeon
Industry Information Technology and Services
Experience
Genzeon March 2010 - Present
Fidelity Investments September 2001 - February 2010
GE Power & Water January 2000 - August 2001
Skills
Strategic HR, Pensions, Relationship Management, Recruiting, Management, Project Management, Employee Training, Sourcing, Change Management, Vendor Management, CRM, Human Resources, Analysis, Business Analysis, Risk Management, SDLC
Education
Southern New Hampshire University 2002 — 2005
Master of Science (MS), Organizational Leadership
Union College 1999 — 2001
Master of Business Administration (MBA), Finance, General
Genzeon March 2010 - Present
Fidelity Investments September 2001 - February 2010
GE Power & Water January 2000 - August 2001
Skills
Strategic HR, Pensions, Relationship Management, Recruiting, Management, Project Management, Employee Training, Sourcing, Change Management, Vendor Management, CRM, Human Resources, Analysis, Business Analysis, Risk Management, SDLC
Education
Southern New Hampshire University 2002 — 2005
Master of Science (MS), Organizational Leadership
Union College 1999 — 2001
Master of Business Administration (MBA), Finance, General
Walter Peacock Walter Peacock's Fidelity Investments Experience 1990 - 1992
Job Business Operations Management Consultant
Industry Government Administration
Experience
Consultant April 2013 - Present
CGI Federal (Formally Stanley Associates) August 1992 - July 2011
Stanley Associates, Inc August 1992 - August 2008
Fidelity Investments 1990 - 1992
Data General 1980 - 1990
Skills
Federal Government, Requirements Analysis, DoD, Program Management, Integration, Business Intelligence, Security Clearance, PMP, Government, PMO, SDLC, Process Improvement, Change Management, IT Management, CMMI
Education
Southern New Hampshire University 1985 — 1990
MBA, Business
Consultant April 2013 - Present
CGI Federal (Formally Stanley Associates) August 1992 - July 2011
Stanley Associates, Inc August 1992 - August 2008
Fidelity Investments 1990 - 1992
Data General 1980 - 1990
Skills
Federal Government, Requirements Analysis, DoD, Program Management, Integration, Business Intelligence, Security Clearance, PMP, Government, PMO, SDLC, Process Improvement, Change Management, IT Management, CMMI
Education
Southern New Hampshire University 1985 — 1990
MBA, Business
Anthony Esdra Anthony Esdra's Fidelity Investments Experience February 2014 - Present
Job Fixed Income Trade Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments May 2012 - February 2014
UBS Financial Services September 2011 - December 2011
Skills
Microsoft Excel, Trading Strategies, Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Retirement
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Finance
Fordham University - Gabelli School of Business (Rose Hill) 2008 — 2012
Bachelor of Science, FinanceAnticipated
Saint John's Preparatory High School 2004 — 2008
High School Diploma
Fidelity Investments February 2014 - Present
Fidelity Investments May 2012 - February 2014
UBS Financial Services September 2011 - December 2011
Skills
Microsoft Excel, Trading Strategies, Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Retirement
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Finance
Fordham University - Gabelli School of Business (Rose Hill) 2008 — 2012
Bachelor of Science, FinanceAnticipated
Saint John's Preparatory High School 2004 — 2008
High School Diploma
Andrew Quimby Andrew Quimby's Fidelity Investments Experience August 2015 - Present
Job Financial Services Asociate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Auto Equity Loans May 2013 - September 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook, Microsoft Project, Internet Explorer, Social Media, Customer Service, Meet Deadlines, Work Well Independently, Analytical Skills, PowerPoint, Outlook, Microsoft Office, Management, Sales, Facebook, Social Networking, Marketing, Time Management, Teamwork, Strategic Planning
Education
Southern New Hampshire University 2009 — 2012
Bachelor of Science (B.S.), Business Administration, 3.848
Fidelity Investments August 2015 - Present
Auto Equity Loans May 2013 - September 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook, Microsoft Project, Internet Explorer, Social Media, Customer Service, Meet Deadlines, Work Well Independently, Analytical Skills, PowerPoint, Outlook, Microsoft Office, Management, Sales, Facebook, Social Networking, Marketing, Time Management, Teamwork, Strategic Planning
Education
Southern New Hampshire University 2009 — 2012
Bachelor of Science (B.S.), Business Administration, 3.848
Dairine Murphy Dairine Murphy's Fidelity Investments Experience January 2015 - Present
Job Senior Performance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - January 2015
Fidelity Investments November 2009 - September 2012
BIDDY MULLIGANS IRISH PUB June 2008 - September 2009
Skills
Process Improvement, Risk Management
Education
The University of Dallas 2013 — 2015
Master of Business Administration (M.B.A.)
Southern New Hampshire University
Bachelor of Science, Finance
Glion Institute of Higher Education 2003 — 2005
Associates, Business Administration in Hospitality Management
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - January 2015
Fidelity Investments November 2009 - September 2012
BIDDY MULLIGANS IRISH PUB June 2008 - September 2009
Skills
Process Improvement, Risk Management
Education
The University of Dallas 2013 — 2015
Master of Business Administration (M.B.A.)
Southern New Hampshire University
Bachelor of Science, Finance
Glion Institute of Higher Education 2003 — 2005
Associates, Business Administration in Hospitality Management
Brandon Doherty Brandon Doherty's Fidelity Investments Experience May 2013 - Present
Job Workplace Planning and Guidance
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
The Meat House April 2010 - May 2013
Skills
Customer Service, Team Building, Event Management, Local Marketing, Personal Financial..., Series 7, Series 63, 401k, Individual Pension Plans, Financial Guidance, Hospitality, Hospitality Management, Social Media Marketing, Menu Development, Inventory Management, Restaurant Management
Education
Southern New Hampshire University 2002 — 2006
Food and Beverage Management
Concord High, Concord NH 1999 — 2002
General
Fidelity Investments May 2013 - Present
The Meat House April 2010 - May 2013
Skills
Customer Service, Team Building, Event Management, Local Marketing, Personal Financial..., Series 7, Series 63, 401k, Individual Pension Plans, Financial Guidance, Hospitality, Hospitality Management, Social Media Marketing, Menu Development, Inventory Management, Restaurant Management
Education
Southern New Hampshire University 2002 — 2006
Food and Beverage Management
Concord High, Concord NH 1999 — 2002
General
Timothy Collard Timothy Collard's Fidelity Investments Experience April 2006 - Present
Job Senior Business Analyst/Consultant and Project Manager
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Fidelity Investments June 2004 - April 2006
Fidelity Investments November 2003 - April 2004
Fidelity Investments January 2000 - January 2002
Skills
Project management, Business Analysis, Access
Education
Southern New Hampshire University 2000 — 2007
Working towards BA in IT
Southern New Hampshire University
Bachelors Degree, IT
Fidelity Investments April 2006 - Present
Fidelity Investments June 2004 - April 2006
Fidelity Investments November 2003 - April 2004
Fidelity Investments January 2000 - January 2002
Skills
Project management, Business Analysis, Access
Education
Southern New Hampshire University 2000 — 2007
Working towards BA in IT
Southern New Hampshire University
Bachelors Degree, IT
Annette Auger Annette Auger's Fidelity Investments Experience July 2005 - March 2010
Job Account Manager at Cobalt Benefits
Industry Insurance
Experience
Cobalt Benefits May 2010 - Present
Fidelity Investments July 2005 - March 2010
Wellpoint Anthem February 2003 - July 2005
Skills
Account Management, Sales, Sales Management, Insurance, New Business Development, Customer Service, Direct Sales, Salesforce.com, Property & Casualty..., B2B, Sales Process, Cold Calling, Marketing, Commercial Insurance, Business Development, Marketing Strategy, Negotiation, Health Insurance, Management, Key Account Management
Education
Southern New Hampshire University 2003 — 2007
Master's degree, Mental Health Counseling/Counselor
Southern New Hampshire University 1998 — 2002
Bachelor of Arts (B.A.), Psychology/Business Administration
Cobalt Benefits May 2010 - Present
Fidelity Investments July 2005 - March 2010
Wellpoint Anthem February 2003 - July 2005
Skills
Account Management, Sales, Sales Management, Insurance, New Business Development, Customer Service, Direct Sales, Salesforce.com, Property & Casualty..., B2B, Sales Process, Cold Calling, Marketing, Commercial Insurance, Business Development, Marketing Strategy, Negotiation, Health Insurance, Management, Key Account Management
Education
Southern New Hampshire University 2003 — 2007
Master's degree, Mental Health Counseling/Counselor
Southern New Hampshire University 1998 — 2002
Bachelor of Arts (B.A.), Psychology/Business Administration
Daniel Rashid Daniel Rashid's Fidelity Investments Experience April 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Netria Corporation September 2014 - April 2015
Hewlett-Packard 2013 - 2013
Boardwalk Fry's June 2012 - August 2012
The Beach Plum June 2010 - August 2011
Galley Hatch Restaurant November 2008 - August 2009
Cascade Seaside Restaurant & Grill June 2007 - August 2008
Skills
Time Management, Microsoft Excel, Public Speaking, Social Networking, Management, Teamwork, Event Planning, Sales, Marketing, Leadership, Research, Social Media Marketing
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.)
Southern New Hampshire University 2010 — 2013
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments April 2015 - Present
Netria Corporation September 2014 - April 2015
Hewlett-Packard 2013 - 2013
Boardwalk Fry's June 2012 - August 2012
The Beach Plum June 2010 - August 2011
Galley Hatch Restaurant November 2008 - August 2009
Cascade Seaside Restaurant & Grill June 2007 - August 2008
Skills
Time Management, Microsoft Excel, Public Speaking, Social Networking, Management, Teamwork, Event Planning, Sales, Marketing, Leadership, Research, Social Media Marketing
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.)
Southern New Hampshire University 2010 — 2013
Bachelor's Degree, Business Administration and Management, General
Aaron Ding Aaron Ding's Fidelity Investments Experience May 2008 - October 2008
Job Web Developer at Kronos
Industry Computer Software
Experience
Kronos 2011 - Present
Ektron October 2008 - June 2011
Fidelity Investments May 2008 - October 2008
UPS August 2005 - November 2006
Philips December 2002 - May 2003
Skills
jQuery, ASP.NET, C#, XSLT, JSON, Web Services, JavaScript, Microsoft SQL Server, Java, SQL, Software Design, SDLC, Oracle, Visio, Visual Studio, Programming, Integration, Databases
Education
Southern New Hampshire University 2006 — 2008
Master, Information technology
Shanghai Oceans Univ 2001 — 2003
Bachelor's degree, Computer Science, 3.0
Kronos 2011 - Present
Ektron October 2008 - June 2011
Fidelity Investments May 2008 - October 2008
UPS August 2005 - November 2006
Philips December 2002 - May 2003
Skills
jQuery, ASP.NET, C#, XSLT, JSON, Web Services, JavaScript, Microsoft SQL Server, Java, SQL, Software Design, SDLC, Oracle, Visio, Visual Studio, Programming, Integration, Databases
Education
Southern New Hampshire University 2006 — 2008
Master, Information technology
Shanghai Oceans Univ 2001 — 2003
Bachelor's degree, Computer Science, 3.0
Timothy Leveille, PMP Timothy Leveille, PMP's Fidelity Investments Experience December 2014 - Present
Job Senior IT Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments January 2012 - Present
Fidelity Investments May 2009 - January 2012
Fidelity Investments May 2006 - May 2009
Skills
Sprint Planning, Software Project..., Informatica, Unix Shell Scripting, SQL, SQL Server, Netezza, Software Development, Oracle, Business Objects, Gantt, User Stories, Business Solutions, Process Improvement, Control-M, Data Warehousing, MS Project, Visio, PMP, Change Management, RACI, Release Management, AIX, Solaris, Websphere, Business Intelligence, Big Picture Thinking, ETL, Business Intelligence..., SharePoint, Collaborative Problem..., Project Management, Microsoft SQL Server, Scrum
Education
Southern New Hampshire University 2009 — 2012
Master of Business Administration (M.B.A.), Specialization in Project Management
Southern New Hampshire University 2003 — 2007
Bachelor of Science, Information Technology
Recent Seminars and Presentations Attended
Fidelity Investments December 2014 - Present
Fidelity Investments January 2012 - Present
Fidelity Investments May 2009 - January 2012
Fidelity Investments May 2006 - May 2009
Skills
Sprint Planning, Software Project..., Informatica, Unix Shell Scripting, SQL, SQL Server, Netezza, Software Development, Oracle, Business Objects, Gantt, User Stories, Business Solutions, Process Improvement, Control-M, Data Warehousing, MS Project, Visio, PMP, Change Management, RACI, Release Management, AIX, Solaris, Websphere, Business Intelligence, Big Picture Thinking, ETL, Business Intelligence..., SharePoint, Collaborative Problem..., Project Management, Microsoft SQL Server, Scrum
Education
Southern New Hampshire University 2009 — 2012
Master of Business Administration (M.B.A.), Specialization in Project Management
Southern New Hampshire University 2003 — 2007
Bachelor of Science, Information Technology
Recent Seminars and Presentations Attended
Susette Parks Susette Parks's Fidelity Investments Experience July 2011 - July 2013
Job Technology and Risk Professional
Industry Financial Services
Experience
Fidelity Investments July 2011 - July 2013
Fidelity Investments July 2007 - April 2011
Fidelity Investments May 2006 - July 2007
Fidelity Investments May 2004 - May 2006
Fidelity Investments May 2002 - May 2004
Fidelity Investments October 1999 - May 2002
Fidelity Investments March 1998 - October 1999
Chevron November 1992 - February 1998
Chevron July 1989 - November 1992
Skills
Disaster Recovery, Program Management, Unix, SDLC, Process Improvement, Requirements Gathering, Software Documentation, Information Security, Project Management, Testing, Management, Performance Tuning, IT Risk Management, Websphere, Information Security..., Internal Communications, Creative Writing, Technical Writing, Leadership, AIX, Ksh, Unix Shell Scripting, SQL, Enterprise Architecture, Governance
Education
Southern New Hampshire University 2013 — 2015
Bachelor of Arts (B.A.), General Studies in Liberal Arts with a Concentration in Creative NonFiction Writing, 3.96
Mississippi Gulf Coast Community College 1987 — 1989
AAS, Drafting and Design
University of Utah 2003 — 2005
Completed Courses towards B.A. in Fine Arts
The University of Southern Mississippi 1991 — 1991
Completed Courses towards B.S. in Computer Science
Fidelity Investments July 2011 - July 2013
Fidelity Investments July 2007 - April 2011
Fidelity Investments May 2006 - July 2007
Fidelity Investments May 2004 - May 2006
Fidelity Investments May 2002 - May 2004
Fidelity Investments October 1999 - May 2002
Fidelity Investments March 1998 - October 1999
Chevron November 1992 - February 1998
Chevron July 1989 - November 1992
Skills
Disaster Recovery, Program Management, Unix, SDLC, Process Improvement, Requirements Gathering, Software Documentation, Information Security, Project Management, Testing, Management, Performance Tuning, IT Risk Management, Websphere, Information Security..., Internal Communications, Creative Writing, Technical Writing, Leadership, AIX, Ksh, Unix Shell Scripting, SQL, Enterprise Architecture, Governance
Education
Southern New Hampshire University 2013 — 2015
Bachelor of Arts (B.A.), General Studies in Liberal Arts with a Concentration in Creative NonFiction Writing, 3.96
Mississippi Gulf Coast Community College 1987 — 1989
AAS, Drafting and Design
University of Utah 2003 — 2005
Completed Courses towards B.A. in Fine Arts
The University of Southern Mississippi 1991 — 1991
Completed Courses towards B.S. in Computer Science
Sonya MacDonald Sonya MacDonald's Fidelity Investments Experience 2007 - 2009
Job Business Analyst
Industry Outsourcing/Offshoring
Experience
Workscape 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity Investments 1999 - 2001
Oxford Health Plans 1998 - 1999
Oxford Health Plans 1997 - 1998
Oxford Health Plans 1996 - 1997
Oxford Health Plans 1995 - 1996
Skills
Training, Microsoft Excel, Oracle HR, SQL, Business Planning, Visio, Customer Service, Process Improvement, Access, Business Process, Requirements Analysis, Analysis, SharePoint, Business Process..., SDLC
Education
Southern New Hampshire University 2004 — 2006
Master of Science Business Education, Education Technology
Southern New Hampshire University 1999 — 2002
Masters of Business Administration, Quantitative Analysis, Organizational Behavior
Southern New Hampshire University 1984 — 1988
Bachelors of Science, Computer Science, Accounting, Human Resources
Workscape 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity Investments 1999 - 2001
Oxford Health Plans 1998 - 1999
Oxford Health Plans 1997 - 1998
Oxford Health Plans 1996 - 1997
Oxford Health Plans 1995 - 1996
Skills
Training, Microsoft Excel, Oracle HR, SQL, Business Planning, Visio, Customer Service, Process Improvement, Access, Business Process, Requirements Analysis, Analysis, SharePoint, Business Process..., SDLC
Education
Southern New Hampshire University 2004 — 2006
Master of Science Business Education, Education Technology
Southern New Hampshire University 1999 — 2002
Masters of Business Administration, Quantitative Analysis, Organizational Behavior
Southern New Hampshire University 1984 — 1988
Bachelors of Science, Computer Science, Accounting, Human Resources
Anil Mahalaha Anil Mahalaha's Fidelity Investments Experience January 2009 - Present
Job VP, Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity International September 2007 - January 2009
Fidelity Investments May 2000 - August 2007
Liberty Mutual Insurance September 1991 - May 2000
Skills
Enterprise Architecture, Integration, Enterprise Software, Program Management, CRM, Strategy, Cross-functional Team..., Software Development, Databases, Architecture, Web Applications
Education
Southern New Hampshire University 1993 — 1994
MBA
Southern New Hampshire University 1990 — 1991
MS, Computer Information Systems
Fidelity Investments January 2009 - Present
Fidelity International September 2007 - January 2009
Fidelity Investments May 2000 - August 2007
Liberty Mutual Insurance September 1991 - May 2000
Skills
Enterprise Architecture, Integration, Enterprise Software, Program Management, CRM, Strategy, Cross-functional Team..., Software Development, Databases, Architecture, Web Applications
Education
Southern New Hampshire University 1993 — 1994
MBA
Southern New Hampshire University 1990 — 1991
MS, Computer Information Systems
Anne Rzegocki Anne Rzegocki's Fidelity Investments Experience February 2007 - June 2010
Job Head of Process Management and Change Management at Bruker Daltonics
Industry Chemicals
Experience
Bruker Daltonics June 2014 - Present
EMD Millipore September 2012 - June 2014
EMD Millipore August 2010 - September 2012
Fidelity Investments February 2007 - June 2010
. 2000 - 2010
Philips Medical Systems 1992 - 2007
Skills
Six Sigma, Cross-functional Team..., Continuous Improvement, DMAIC, Process Improvement, Leadership, Quality System, Operational Excellence, Black Belt, Operations Management, Management, TQM, Strategic Planning, Project Management, Project Portfolio..., Supply Chain, Business Process..., Manufacturing, Change Management, Process Excellence, Process Engineering, Project Planning, Coaching, Supply Chain Management, Green Belt
Education
Southern New Hampshire University 1992 — 1998
MBA, Business Admin/Accounting
Bruker Daltonics June 2014 - Present
EMD Millipore September 2012 - June 2014
EMD Millipore August 2010 - September 2012
Fidelity Investments February 2007 - June 2010
. 2000 - 2010
Philips Medical Systems 1992 - 2007
Skills
Six Sigma, Cross-functional Team..., Continuous Improvement, DMAIC, Process Improvement, Leadership, Quality System, Operational Excellence, Black Belt, Operations Management, Management, TQM, Strategic Planning, Project Management, Project Portfolio..., Supply Chain, Business Process..., Manufacturing, Change Management, Process Excellence, Process Engineering, Project Planning, Coaching, Supply Chain Management, Green Belt
Education
Southern New Hampshire University 1992 — 1998
MBA, Business Admin/Accounting
Brandi Castellano's Fidelity Investments Experience March 2014 - Present
Job Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Skills
Management, Leadership, Training
Education
Southern New Hampshire University 1989 — 1993
Marketing
Carmel High School
Fidelity Investments March 2014 - Present
Skills
Management, Leadership, Training
Education
Southern New Hampshire University 1989 — 1993
Marketing
Carmel High School
Benny Bourque Benny Bourque's Fidelity Investments Experience January 2013 - Present
Job Sr Program Lead at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments January 2011 - December 2012
Fidelity Investments 2004 - 2010
Fidelity Investments 2000 - 2004
Skills
Business Analysis, Requirements Gathering, Process Improvement, Requirements Analysis, Visio, Business Requirements, Project Management, Access, SQL, Program Management, Cross-functional Team..., Relationship Management, Data Analysis, Oracle, MS Project, Microsoft Project, SDLC
Education
Southern New Hampshire University 2015 — 2017
Master’s Degree, Information Technology
Southern NH University 2010 — 2013
MBA, Quantitative Analysis
Southern NH University 2007 — 2009
BS, Business Administration
Fidelity Investments January 2013 - Present
Fidelity Investments January 2011 - December 2012
Fidelity Investments 2004 - 2010
Fidelity Investments 2000 - 2004
Skills
Business Analysis, Requirements Gathering, Process Improvement, Requirements Analysis, Visio, Business Requirements, Project Management, Access, SQL, Program Management, Cross-functional Team..., Relationship Management, Data Analysis, Oracle, MS Project, Microsoft Project, SDLC
Education
Southern New Hampshire University 2015 — 2017
Master’s Degree, Information Technology
Southern NH University 2010 — 2013
MBA, Quantitative Analysis
Southern NH University 2007 — 2009
BS, Business Administration
Anthony Scarelli Anthony Scarelli's Fidelity Investments Experience June 2015 - Present
Job Life Insurance Planning Consultant
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2013 - June 2015
Fidelity Investments February 2010 - May 2013
Lincoln Financial Group June 2008 - January 2010
Skills
Customer Service, Insurance, Presentations, PowerPoint, Microsoft Excel, Outlook, Series 63, Training, Life & Health Insurance..., Call Center, Microsoft Office, Microsoft Word, Series 6, Customer Satisfaction, Management
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Finance, General, 3.616
University of New Hampshire-Manchester 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Fidelity Investments June 2015 - Present
Fidelity Investments May 2013 - June 2015
Fidelity Investments February 2010 - May 2013
Lincoln Financial Group June 2008 - January 2010
Skills
Customer Service, Insurance, Presentations, PowerPoint, Microsoft Excel, Outlook, Series 63, Training, Life & Health Insurance..., Call Center, Microsoft Office, Microsoft Word, Series 6, Customer Satisfaction, Management
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Finance, General, 3.616
University of New Hampshire-Manchester 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Aaron Link Aaron Link's Fidelity Investments Experience September 2009 - August 2011
Job Finance Analyst at Belcan Engineering (on contract at GE)
Industry Financial Services
Experience
Belcan Engineering March 2012 - Present
Link Insurance Service, LLC September 2011 - March 2012
Fidelity Investments September 2009 - August 2011
CINCO FFCCU January 2006 - January 2009
Skills
Financial Analysis, Oracle Hyperion Smart..., Hyperion Reports, Microsoft Excel, Forecasting, Oracle BI EE, Oracle CCL, Oracle Reports, Problem Solving, Corporate FP&A, Budgets, Access, Microsoft Office, Microsoft Word, Cognos, Cognos ReportNet, Management, Outlook, PowerPoint, Apptio, Financial Reporting, Variance Analysis, Variance Explanations, Windows 7, Windows Vista, Windows XP Pro, oracle centerpiece, MS Project, Analysis, Finance, Account Reconciliation, CRM
Education
Southern New Hampshire University 2014 — 2015
Bachelor's Degree, Business Administration - Finance, 4.0 GPA
University of Cincinnati 2004 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.5 GPA in Business College
Southern State Community College 2002 — 2004
College Credit during High School, General Studies
Belcan Engineering March 2012 - Present
Link Insurance Service, LLC September 2011 - March 2012
Fidelity Investments September 2009 - August 2011
CINCO FFCCU January 2006 - January 2009
Skills
Financial Analysis, Oracle Hyperion Smart..., Hyperion Reports, Microsoft Excel, Forecasting, Oracle BI EE, Oracle CCL, Oracle Reports, Problem Solving, Corporate FP&A, Budgets, Access, Microsoft Office, Microsoft Word, Cognos, Cognos ReportNet, Management, Outlook, PowerPoint, Apptio, Financial Reporting, Variance Analysis, Variance Explanations, Windows 7, Windows Vista, Windows XP Pro, oracle centerpiece, MS Project, Analysis, Finance, Account Reconciliation, CRM
Education
Southern New Hampshire University 2014 — 2015
Bachelor's Degree, Business Administration - Finance, 4.0 GPA
University of Cincinnati 2004 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.5 GPA in Business College
Southern State Community College 2002 — 2004
College Credit during High School, General Studies
Dave Silvestri Dave Silvestri's Fidelity Investments Experience February 2012 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Hollis Preschool July 2011 - June 2013
Fidelity July 2010 - February 2012
Fidelity Investments August 2006 - June 2010
Fidelity Investments October 1998 - July 2006
Cabletron Systems May 1996 - October 1998
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Management, Data Analysis, Database Design, Project Planning, Project Management, Budget Process, Key Performance..., Data, Data Modeling, Presentations, Client Liaison, Finance, Cost Benefit, Agile Methodologies, Outsourcing, Benefits Administration, Process Improvement, Payroll, Visio, Leadership, Databases, Business Requirements, Analysis, Testing, SDLC, Business Process..., Financial Analysis, Human Resources, Business Process
Education
Southern New Hampshire University 2009 — 2012
MS, Finance
University of New Hampshire 1992 — 1996
BS, Business Administration
Fidelity Investments February 2012 - Present
Hollis Preschool July 2011 - June 2013
Fidelity July 2010 - February 2012
Fidelity Investments August 2006 - June 2010
Fidelity Investments October 1998 - July 2006
Cabletron Systems May 1996 - October 1998
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Management, Data Analysis, Database Design, Project Planning, Project Management, Budget Process, Key Performance..., Data, Data Modeling, Presentations, Client Liaison, Finance, Cost Benefit, Agile Methodologies, Outsourcing, Benefits Administration, Process Improvement, Payroll, Visio, Leadership, Databases, Business Requirements, Analysis, Testing, SDLC, Business Process..., Financial Analysis, Human Resources, Business Process
Education
Southern New Hampshire University 2009 — 2012
MS, Finance
University of New Hampshire 1992 — 1996
BS, Business Administration
Alex Nash Alex Nash's Fidelity Investments Experience July 2014 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Southern New Hampshire University September 2011 - April 2014
Stop & Shop May 2013 - August 2013
Skills
Learning Quickly, Microsoft Office, Project Management, Helping Others Succeed, Analysis, Identifying Patterns, Data Mining, Data Analysis, Tutoring, People Skills, Written & Oral..., Highly detail oriented, Strategic Planning, Customer Service, Microsoft Visio, Microsoft Visual Studio..., Databases
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Science (B.S.), Information Technology
Whitman Hanson Regional High School 2006 — 2010
High School Diploma
Fidelity Investments July 2014 - Present
Southern New Hampshire University September 2011 - April 2014
Stop & Shop May 2013 - August 2013
Skills
Learning Quickly, Microsoft Office, Project Management, Helping Others Succeed, Analysis, Identifying Patterns, Data Mining, Data Analysis, Tutoring, People Skills, Written & Oral..., Highly detail oriented, Strategic Planning, Customer Service, Microsoft Visio, Microsoft Visual Studio..., Databases
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Science (B.S.), Information Technology
Whitman Hanson Regional High School 2006 — 2010
High School Diploma
Brian Garabedian's Fidelity Investments Experience March 2006 - June 2008
Job Business Development | Americaneagle.com
Industry Internet
Experience
Americaneagle.com March 2015 - Present
Paracordyou.com August 2014 - Present
3dcart.com January 2013 - February 2015
CIPAFilter October 2010 - November 2012
Crawford Notch August 2008 - September 2010
Fidelity Investments March 2006 - June 2008
Skills
Sales, Marketing, Management, Lead Generation, E-commerce, Account Management, Business Development, Sales Operations, Strategy, Cold Calling, Online Marketing, SEO, Information Technology, Solution Selling, Customer Service, Selling, CRM, SaaS, Time Management, PPC, Software Sales, Business Strategy, New Business Development, Business Planning, Business Process..., Business Analysis, Strategic Planning, Marketing Strategy, Strategic Partnerships, Strategic Communications, Salesforce.com, Web Development, Web Design, Web Content, Website Development, Web Applications, Web Services, Enterprise Content..., CMS
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science (B.S.), Information Technology
Americaneagle.com March 2015 - Present
Paracordyou.com August 2014 - Present
3dcart.com January 2013 - February 2015
CIPAFilter October 2010 - November 2012
Crawford Notch August 2008 - September 2010
Fidelity Investments March 2006 - June 2008
Skills
Sales, Marketing, Management, Lead Generation, E-commerce, Account Management, Business Development, Sales Operations, Strategy, Cold Calling, Online Marketing, SEO, Information Technology, Solution Selling, Customer Service, Selling, CRM, SaaS, Time Management, PPC, Software Sales, Business Strategy, New Business Development, Business Planning, Business Process..., Business Analysis, Strategic Planning, Marketing Strategy, Strategic Partnerships, Strategic Communications, Salesforce.com, Web Development, Web Design, Web Content, Website Development, Web Applications, Web Services, Enterprise Content..., CMS
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science (B.S.), Information Technology
Christina Chapman Christina Chapman's Fidelity Investments Experience January 1998 - January 2000
Job Account Manager
Industry Human Resources
Experience
Benefit Strategies July 2015 - Present
Waveguide Inc April 2015 - June 2015
Goodman Networks - Network Knowledge Delivered March 2013 - April 2015
Cellular Specialties, Inc. April 2010 - December 2012
Cellular Specialties, Inc September 2007 - April 2010
Cellular Specialties, Inc. July 2005 - September 2007
Emerson Ecologics January 2001 - January 2005
Argent Software January 2000 - January 2001
Fidelity Investments January 1998 - January 2000
Skills
Cellular Communications, 4G, Wireless, CDMA, GSM, Mobile Devices, Management, LTE, Wireless Networking, Sales, WiFi, RF, 3G, UMTS, Accounts Payable, Purchasing, General Ledger, Cost Variance Analysis, Invoicing, General Ledger...
Education
Southern New Hampshire University 2000 — 2008
Bachelor, Accounting
Benefit Strategies July 2015 - Present
Waveguide Inc April 2015 - June 2015
Goodman Networks - Network Knowledge Delivered March 2013 - April 2015
Cellular Specialties, Inc. April 2010 - December 2012
Cellular Specialties, Inc September 2007 - April 2010
Cellular Specialties, Inc. July 2005 - September 2007
Emerson Ecologics January 2001 - January 2005
Argent Software January 2000 - January 2001
Fidelity Investments January 1998 - January 2000
Skills
Cellular Communications, 4G, Wireless, CDMA, GSM, Mobile Devices, Management, LTE, Wireless Networking, Sales, WiFi, RF, 3G, UMTS, Accounts Payable, Purchasing, General Ledger, Cost Variance Analysis, Invoicing, General Ledger...
Education
Southern New Hampshire University 2000 — 2008
Bachelor, Accounting
Alan Medeiros Alan Medeiros's Fidelity Investments Experience January 2014 - June 2014
Job Accounting & Finance Analyst II at Santander
Industry Banking
Experience
Santander Holdings, USA June 2014 - Present
Fidelity Investments January 2014 - June 2014
EPS Painting & Services, Inc. June 2010 - December 2013
Skills
Accounts Payable, QuickBooks, PowerPoint, Accounts Receivable, Time Management, Portuguese, Spanish, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Teamwork, Outlook, Customer Service, Payroll, Invoicing, Journal Entries, Bank Reconciliation, Analysis, Vlookup, Pivot Tables
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Santander Holdings, USA June 2014 - Present
Fidelity Investments January 2014 - June 2014
EPS Painting & Services, Inc. June 2010 - December 2013
Skills
Accounts Payable, QuickBooks, PowerPoint, Accounts Receivable, Time Management, Portuguese, Spanish, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Teamwork, Outlook, Customer Service, Payroll, Invoicing, Journal Entries, Bank Reconciliation, Analysis, Vlookup, Pivot Tables
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Bradford Bonner Bradford Bonner's Fidelity Investments Experience December 1999 - June 2006
Job Pension Administrator
Industry Accounting
Experience
Fidelity Investments December 1999 - June 2006
Third Party Administrators, Inc. August 1996 - October 1999
Baldwin & Clarke Inc. August 1993 - August 1996
Tafa, Inc. February 1988 - April 1993
Education
Southern New Hampshire University 1987 — 1991
BS, Accounting
United States Air Force Academy 1975 — 1977
Fidelity Investments December 1999 - June 2006
Third Party Administrators, Inc. August 1996 - October 1999
Baldwin & Clarke Inc. August 1993 - August 1996
Tafa, Inc. February 1988 - April 1993
Education
Southern New Hampshire University 1987 — 1991
BS, Accounting
United States Air Force Academy 1975 — 1977
Barry Newcombe Barry Newcombe's Fidelity Investments Experience April 1998 - Present
Job Vice President / Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1998 - Present
Fidelity Investments April 1998 - Present
Skills
Customer Service, Sales, Leadership, Marketing, Project Management, Strategic Planning, Business Analysis, Financial Analysis, Microsoft Word, Investments
Education
Southern New Hampshire University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Fidelity Investments April 1998 - Present
Fidelity Investments April 1998 - Present
Skills
Customer Service, Sales, Leadership, Marketing, Project Management, Strategic Planning, Business Analysis, Financial Analysis, Microsoft Word, Investments
Education
Southern New Hampshire University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ashley Clary's Fidelity Investments Experience May 2015 - Present
Job Technical Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Office, Customer Service, Business, Economics, Mathematics, Leadership, Team Leadership, Teamwork, HTML, Information Systems, Microsoft Excel, Microsoft Word, PowerPoint, Research, SQL, Project Management, Public Speaking
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2013 — 2017
Information Systems and Business Analytics, Junior
Southern New Hampshire University 2013 — 2014
Forensic Psychology
Milford High School 2009 — 2013
Diploma
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Office, Customer Service, Business, Economics, Mathematics, Leadership, Team Leadership, Teamwork, HTML, Information Systems, Microsoft Excel, Microsoft Word, PowerPoint, Research, SQL, Project Management, Public Speaking
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2013 — 2017
Information Systems and Business Analytics, Junior
Southern New Hampshire University 2013 — 2014
Forensic Psychology
Milford High School 2009 — 2013
Diploma
Christine Connors Summers's Fidelity Investments Experience August 2014 - January 2015
Job Enthusiastic Financial Analyst
Industry Program Development
Experience
ASA Automotive Systems August 2015 - Present
Fidelity Investments August 2014 - January 2015
N/A January 2013 - October 2013
BAE Systems March 2010 - March 2012
BAE Systems August 2008 - March 2010
BAE Systems July 2004 - August 2008
BAE Systems March 2003 - July 2004
Stonyfield Farm 2001 - 2001
Skills
Analysis, Financial Accounting, Program Management, Earned Value Management, Integration, Forecasting, Risk Management, Strategy, Managerial Finance, Financial Reporting, Financial Analysis, Training, Testing, Proposal Writing, Sales, Process Improvement, Government, Cross-functional Team..., Government Contracting, Defense, DoD, Access, Variance Analysis, Project Planning, Security Clearance, Business Process..., ERP, Business Planning, Hyperion Enterprise, Six Sigma, Project Management, FAR, Leadership, Finance, Defense Contracting, Strategic Planning, Data Analysis, Systems Engineering, Management, Cost Accounting, Business Analysis, Engineering, Military, Cost Benefit, Aerospace, Financial Modeling, PMP, PMO, Business Development, Contract Management
Education
Southern NH University 1998 — 2001
Bachelor of Science (B.S.), Marketing
Western New England University
Acquisitions and Government Contracting
Southern New Hampshire University 1998 — 2001
BS, Marketing & Finance
Merrimack High
ASA Automotive Systems August 2015 - Present
Fidelity Investments August 2014 - January 2015
N/A January 2013 - October 2013
BAE Systems March 2010 - March 2012
BAE Systems August 2008 - March 2010
BAE Systems July 2004 - August 2008
BAE Systems March 2003 - July 2004
Stonyfield Farm 2001 - 2001
Skills
Analysis, Financial Accounting, Program Management, Earned Value Management, Integration, Forecasting, Risk Management, Strategy, Managerial Finance, Financial Reporting, Financial Analysis, Training, Testing, Proposal Writing, Sales, Process Improvement, Government, Cross-functional Team..., Government Contracting, Defense, DoD, Access, Variance Analysis, Project Planning, Security Clearance, Business Process..., ERP, Business Planning, Hyperion Enterprise, Six Sigma, Project Management, FAR, Leadership, Finance, Defense Contracting, Strategic Planning, Data Analysis, Systems Engineering, Management, Cost Accounting, Business Analysis, Engineering, Military, Cost Benefit, Aerospace, Financial Modeling, PMP, PMO, Business Development, Contract Management
Education
Southern NH University 1998 — 2001
Bachelor of Science (B.S.), Marketing
Western New England University
Acquisitions and Government Contracting
Southern New Hampshire University 1998 — 2001
BS, Marketing & Finance
Merrimack High
Danielle McInnis, CPP Danielle McInnis, CPP's Fidelity Investments Experience August 2005 - April 2008
Job Regional Payroll Team Lead at ADP
Industry Human Resources
Experience
ADP TotalSource March 2014 - Present
ADP TotalSource April 2008 - March 2014
Fidelity Investments August 2005 - April 2008
Skills
Human Resources, Account Management, Performance Management, Employee Relations, Payroll, Time Management, Organization, Efficiency, Customer Service
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (MBA), Leadership
Southern New Hampshire University 2002 — 2006
Bachelor of Science (B.S.), Business Administration, 3.52
ADP TotalSource March 2014 - Present
ADP TotalSource April 2008 - March 2014
Fidelity Investments August 2005 - April 2008
Skills
Human Resources, Account Management, Performance Management, Employee Relations, Payroll, Time Management, Organization, Efficiency, Customer Service
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (MBA), Leadership
Southern New Hampshire University 2002 — 2006
Bachelor of Science (B.S.), Business Administration, 3.52
Catherine Bonardi's Fidelity Investments Experience February 2014 - March 2014
Job Executive Administrative Assistant at Transwestern
Industry Commercial Real Estate
Experience
Transwestern March 2015 - Present
Bonardi Media October 2013 - Present
Wentworth By The Sea Marriott August 2014 - March 2015
Wentworth By The Sea Marriott August 2014 - March 2015
Gator Sign Shop March 2014 - September 2014
Silver Sands Motel April 2011 - September 2014
Fidelity Investments February 2014 - March 2014
First United Methodist Church of Gilford March 2013 - June 2013
Bath & Body Works October 2010 - December 2011
Gator Signs January 2011 - July 2011
Skills
Photoshop, InDesign, Mac, Microsoft Word, Advertising, Microsoft Excel, PowerPoint, Illustrator, Graphic Design, Social Media, Customer Service, Layout, Hospitality, Marketing, Editing, Writing, Marketing Communications, Adobe Creative Suite, Social Networking, Blogging, Microsoft Office, Retail Sales, Finance, Employee Benefits, Retirement, Logo Design, Branding & Identity, Loan Servicing, Fundraising, Office Administration, Telephone Skills, Typography, Signage, Desktop Publishing, Public Speaking, Communication, Web Design, Designs, Facebook, Social Media Marketing, Event Planning, Time Management, Photography, Brochures, Graphics, Dreamweaver, Outlook, Administrative..., Expense Reports, Commercial Real Estate
Education
Southern New Hampshire University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude
NHCTC-Lakes Region Community College 2009 — 2011
Associate of Science (A.S.), Graphic Design, 3.9 GPA
Transwestern March 2015 - Present
Bonardi Media October 2013 - Present
Wentworth By The Sea Marriott August 2014 - March 2015
Wentworth By The Sea Marriott August 2014 - March 2015
Gator Sign Shop March 2014 - September 2014
Silver Sands Motel April 2011 - September 2014
Fidelity Investments February 2014 - March 2014
First United Methodist Church of Gilford March 2013 - June 2013
Bath & Body Works October 2010 - December 2011
Gator Signs January 2011 - July 2011
Skills
Photoshop, InDesign, Mac, Microsoft Word, Advertising, Microsoft Excel, PowerPoint, Illustrator, Graphic Design, Social Media, Customer Service, Layout, Hospitality, Marketing, Editing, Writing, Marketing Communications, Adobe Creative Suite, Social Networking, Blogging, Microsoft Office, Retail Sales, Finance, Employee Benefits, Retirement, Logo Design, Branding & Identity, Loan Servicing, Fundraising, Office Administration, Telephone Skills, Typography, Signage, Desktop Publishing, Public Speaking, Communication, Web Design, Designs, Facebook, Social Media Marketing, Event Planning, Time Management, Photography, Brochures, Graphics, Dreamweaver, Outlook, Administrative..., Expense Reports, Commercial Real Estate
Education
Southern New Hampshire University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude
NHCTC-Lakes Region Community College 2009 — 2011
Associate of Science (A.S.), Graphic Design, 3.9 GPA
Steven Houle, CFP® Steven Houle, CFP®'s Fidelity Investments Experience May 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
State Farm Agent April 2009 - April 2010
The United Way September 2008 - January 2009
Skills
Fundraising, Microsoft Excel, Marketing, Customer Service, Sales, Outlook, Managing Finances, PowerPoint, Financial Services, Leadership, Team Building, Mutual Funds, Insurance, Microsoft Word, Investments, Series 63, Series 7, Financial Planning, Strategic Financial..., Retirement Planning, Microsoft Office, Portfolio Management
Education
Southern New Hampshire University 2007 — 2011
Bachelor of Science, Business Administration
2005Pinkerton Academy, High School 2001 — 2005
Fidelity Investments May 2011 - Present
State Farm Agent April 2009 - April 2010
The United Way September 2008 - January 2009
Skills
Fundraising, Microsoft Excel, Marketing, Customer Service, Sales, Outlook, Managing Finances, PowerPoint, Financial Services, Leadership, Team Building, Mutual Funds, Insurance, Microsoft Word, Investments, Series 63, Series 7, Financial Planning, Strategic Financial..., Retirement Planning, Microsoft Office, Portfolio Management
Education
Southern New Hampshire University 2007 — 2011
Bachelor of Science, Business Administration
2005Pinkerton Academy, High School 2001 — 2005
Amy (Misenheimer) Lapalme Amy (Misenheimer) Lapalme's Fidelity Investments Experience 2000 - 2004
Job Vice President of Administration at HR Concepts LLC
Industry Health, Wellness and Fitness
Experience
HRC Total Solutions April 2007 - August 2013
Bank of America 2004 - March 2007
Fidelity Investments 2000 - 2004
Skills
Team Building, Management, Leadership, Insurance, Account Management, Business Analysis, Coaching, Employee Relations, Leadership Development, Microsoft Word, Organizational..., Strategic Planning, Training, Sales, Customer Service
Education
Southern NH University 1994 — 1999
Business Administration and Management, General
HRC Total Solutions April 2007 - August 2013
Bank of America 2004 - March 2007
Fidelity Investments 2000 - 2004
Skills
Team Building, Management, Leadership, Insurance, Account Management, Business Analysis, Coaching, Employee Relations, Leadership Development, Microsoft Word, Organizational..., Strategic Planning, Training, Sales, Customer Service
Education
Southern NH University 1994 — 1999
Business Administration and Management, General
Chelsea Croteau Chelsea Croteau's Fidelity Investments Experience January 2010 - June 2010
Job Director of Graduate Academic Advising at Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University March 2013 - Present
Southern New Hampshire University April 2012 - March 2013
Southern New Hampshire University June 2010 - April 2012
Fidelity Investments January 2010 - June 2010
State Street Bank September 2007 - January 2010
Bresette & Company September 2006 - May 2007
Skills
SPSS, Microsoft Office, Datatel, EMAS, Illustrator, Photoshop, Organizing, Attention To Detail, Multitasker, Teamwork, Social Media Marketing, Facebook, Twitter, Blogging, Wordpress, Academic Advising, Access, Admissions, Analysis, Higher Education, Interviews, Leadership, Management, Microsoft Excel, Microsoft Word, Social Media, WordPress, Team Building, Time Management, Training, PowerPoint, Outlook, Non-profits, Market Research, Marketing, Event Planning, Editing, Data Analysis, Customer Service, Critical Thinking, E-Learning
Education
Southern New Hampshire University 2010 — 2013
Master of Business Administration, concentrating in Social Media Marketing
University of New Hampshire 2003 — 2007
Bachelors of Science, Business Administration concentrated in Marketing
Southern New Hampshire University March 2013 - Present
Southern New Hampshire University April 2012 - March 2013
Southern New Hampshire University June 2010 - April 2012
Fidelity Investments January 2010 - June 2010
State Street Bank September 2007 - January 2010
Bresette & Company September 2006 - May 2007
Skills
SPSS, Microsoft Office, Datatel, EMAS, Illustrator, Photoshop, Organizing, Attention To Detail, Multitasker, Teamwork, Social Media Marketing, Facebook, Twitter, Blogging, Wordpress, Academic Advising, Access, Admissions, Analysis, Higher Education, Interviews, Leadership, Management, Microsoft Excel, Microsoft Word, Social Media, WordPress, Team Building, Time Management, Training, PowerPoint, Outlook, Non-profits, Market Research, Marketing, Event Planning, Editing, Data Analysis, Customer Service, Critical Thinking, E-Learning
Education
Southern New Hampshire University 2010 — 2013
Master of Business Administration, concentrating in Social Media Marketing
University of New Hampshire 2003 — 2007
Bachelors of Science, Business Administration concentrated in Marketing
Al Lacerte Al Lacerte's Fidelity Investments Experience 1998 - 2000
Job
Industry Building Materials
Experience
B & C Glass Inc May 2013 - May 2013
YKK Aluminum Products August 2004 - January 2013
JB Sullivan October 2003 - May 2004
Furniture Fixtures and Equuipment Corp. 2002 - 2003
Galaxy Glass 2000 - 2001
Fidelity Investments 1998 - 2000
General Woodworking September 1995 - 1997
Hermsdorf Fixtures November 1985 - July 1995
Skills
Construction, Manufacturing, Glass, Contractors, Purchasing, Building Materials, Doors, Materials, CAD, Cost Control, Sales, Construction Management, Contract Management, Contract Negotiation, Project Planning, Procurement, Project Bidding, Renovation, Roofers, Blueprint Reading, Negotiation, Customer Service, Budgets, Project Estimation, AutoCAD, Value Engineering, Aluminum, Change Orders, MS Project, Pre-construction, Green Building, Estimates, Microsoft Office, Supervisory Skills, Pricing, Microsoft Excel, Engineering, Subcontracting, Windows, Retail, Interior Design, Product Development, Submittals, Construction Drawings, Architectural Drawings, Time Management, Project Management, Inventory Control, Waterproofing, Supply Chain Management
Education
Kendall University 2002 — 2004
BS, Business Administration, Management and Operations
Southern New Hampshire University 1998 — 2002
Business Administration and Management, General
B & C Glass Inc May 2013 - May 2013
YKK Aluminum Products August 2004 - January 2013
JB Sullivan October 2003 - May 2004
Furniture Fixtures and Equuipment Corp. 2002 - 2003
Galaxy Glass 2000 - 2001
Fidelity Investments 1998 - 2000
General Woodworking September 1995 - 1997
Hermsdorf Fixtures November 1985 - July 1995
Skills
Construction, Manufacturing, Glass, Contractors, Purchasing, Building Materials, Doors, Materials, CAD, Cost Control, Sales, Construction Management, Contract Management, Contract Negotiation, Project Planning, Procurement, Project Bidding, Renovation, Roofers, Blueprint Reading, Negotiation, Customer Service, Budgets, Project Estimation, AutoCAD, Value Engineering, Aluminum, Change Orders, MS Project, Pre-construction, Green Building, Estimates, Microsoft Office, Supervisory Skills, Pricing, Microsoft Excel, Engineering, Subcontracting, Windows, Retail, Interior Design, Product Development, Submittals, Construction Drawings, Architectural Drawings, Time Management, Project Management, Inventory Control, Waterproofing, Supply Chain Management
Education
Kendall University 2002 — 2004
BS, Business Administration, Management and Operations
Southern New Hampshire University 1998 — 2002
Business Administration and Management, General
Timothy Plungis's Fidelity Investments Experience September 2015 - Present
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2014 - September 2015
Merrill Edge October 2013 - June 2014
Fidelity Investments January 2012 - October 2013
Tiffany & Co. July 2011 - January 2012
General Physics Corporation March 2011 - January 2012
Tim Plungis for Connecticut November 2009 - November 2010
Education
The University of Connecticut 2007 — 2011
BA, American Studies
Southern New Hampshire University 2006 — 2007
Business Administration
Fidelity Investments September 2015 - Present
Fidelity Investments June 2014 - September 2015
Merrill Edge October 2013 - June 2014
Fidelity Investments January 2012 - October 2013
Tiffany & Co. July 2011 - January 2012
General Physics Corporation March 2011 - January 2012
Tim Plungis for Connecticut November 2009 - November 2010
Education
The University of Connecticut 2007 — 2011
BA, American Studies
Southern New Hampshire University 2006 — 2007
Business Administration
Christopher Boissonnault Christopher Boissonnault's Fidelity Investments Experience September 2013 - November 2013
Job Assistant Vice President of Product and Control at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Centrix Bank November 2013 - July 2014
Fidelity Investments September 2013 - November 2013
Fidelity Investments June 2013 - September 2013
Fidelity Investments June 2012 - June 2013
Fidelity Investments June 2011 - June 2012
Fidelity Investments December 2010 - June 2011
TD October 2010 - November 2010
Fidelity Investments June 2010 - October 2010
TD 2010 - 2010
Skills
Reporting & Analysis, Business Analysis, Data Analysis, Financial Analysis, Securities Regulation, Databases, Equities, Fixed Income, Foreign Exchange, Six Sigma, Lean Thinking, Agile Methodologies, Microsoft Office, Microsoft Excel, SQL, Microsoft Word, PowerPoint, Access, Projects, Research, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Commercial Banking, Collateral Management, Compliance, Financial Reporting, Fund Accounting, Mutual Funds, Ad Hoc Reporting, Lean Operations, Yellow Belt, Regulatory Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Science (MS), Organizational Leadership
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), Economics/Finance
Credit Suisse August 2014 - Present
Centrix Bank November 2013 - July 2014
Fidelity Investments September 2013 - November 2013
Fidelity Investments June 2013 - September 2013
Fidelity Investments June 2012 - June 2013
Fidelity Investments June 2011 - June 2012
Fidelity Investments December 2010 - June 2011
TD October 2010 - November 2010
Fidelity Investments June 2010 - October 2010
TD 2010 - 2010
Skills
Reporting & Analysis, Business Analysis, Data Analysis, Financial Analysis, Securities Regulation, Databases, Equities, Fixed Income, Foreign Exchange, Six Sigma, Lean Thinking, Agile Methodologies, Microsoft Office, Microsoft Excel, SQL, Microsoft Word, PowerPoint, Access, Projects, Research, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Commercial Banking, Collateral Management, Compliance, Financial Reporting, Fund Accounting, Mutual Funds, Ad Hoc Reporting, Lean Operations, Yellow Belt, Regulatory Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Science (MS), Organizational Leadership
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), Economics/Finance
Bob Amico, PHR Bob Amico, PHR's Fidelity Investments Experience May 2006 - March 2009
Job Talent Acquisition Liaison at BAE Systems
Industry Defense & Space
Experience
BAE Systems 2012 - Present
Thermo Fisher Scientific 2011 - 2012
Raytheon IDS 2009 - 2010
Fidelity Investments May 2006 - March 2009
Raytheon 2003 - 2006
Snowden Associates 2001 - 2003
Nortel Networks 1996 - 2001
Source Engineering 1992 - 1996
Dynamics Research Corporation 1990 - 1992
Raytheon 1989 - 1990
Skills
Talent Acquisition, Applicant Tracking..., Sourcing, Technical Recruiting, Recruiting, College Recruiting, Temporary Placement, Talent Management, Interviews, Training, Hiring, Consulting, Management, Internet Recruiting, Process Improvement
Education
Southern NH University
Post Graduate Certificate in Human Resources Mgmt. and Organizational Development
Southern New Hampshire University
MBA
University of Massachusetts at Lowell
BS, Computer Science
BAE Systems 2012 - Present
Thermo Fisher Scientific 2011 - 2012
Raytheon IDS 2009 - 2010
Fidelity Investments May 2006 - March 2009
Raytheon 2003 - 2006
Snowden Associates 2001 - 2003
Nortel Networks 1996 - 2001
Source Engineering 1992 - 1996
Dynamics Research Corporation 1990 - 1992
Raytheon 1989 - 1990
Skills
Talent Acquisition, Applicant Tracking..., Sourcing, Technical Recruiting, Recruiting, College Recruiting, Temporary Placement, Talent Management, Interviews, Training, Hiring, Consulting, Management, Internet Recruiting, Process Improvement
Education
Southern NH University
Post Graduate Certificate in Human Resources Mgmt. and Organizational Development
Southern New Hampshire University
MBA
University of Massachusetts at Lowell
BS, Computer Science
Burlen Baker's Fidelity Investments Experience 2008 - 2010
Job Director Internet Operations at Right Networks
Industry Information Technology and Services
Experience
Right Networks October 2012 - Present
Right Networks August 2010 - October 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Wang Government Services 1999 - 2000
Advanced Paradigms Inc October 1997 - April 1999
Optima Healthcare 1995 - 1997
Skills
ITIL, Vendor Management, Integration, Visio, Unix, Hyper-V, Windows Server
Education
Southern New Hampshire University 1995 — 1997
MS, Computer Information Systems
University of Massachusetts Lowell 1986 — 1991
BS, Business Administration
Wahconah Regional High School 1981 — 1985
Right Networks October 2012 - Present
Right Networks August 2010 - October 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Wang Government Services 1999 - 2000
Advanced Paradigms Inc October 1997 - April 1999
Optima Healthcare 1995 - 1997
Skills
ITIL, Vendor Management, Integration, Visio, Unix, Hyper-V, Windows Server
Education
Southern New Hampshire University 1995 — 1997
MS, Computer Information Systems
University of Massachusetts Lowell 1986 — 1991
BS, Business Administration
Wahconah Regional High School 1981 — 1985
Annette Auger's Fidelity Investments Experience July 2005 - Present
Job Project Analyst for Health and Welfare at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments July 2005 - Present
Fidelity Investments July 2007 - March 2010
Fidelity Investments July 2005 - July 2007
J. FOSTER & ASSOCIATES September 2004 - June 2007
ANTHEM BLUE CROSS & BLUE SHIELD August 2003 - July 2005
Anthem July 2003 - July 2005
Education
Southern New Hampshire University 1998 — 2007
Bachelor of Arts and Master of Science
Southern New Hampshire
BA, Psychology
Southern New Hampshire
MS, Mental Health Counseling
Fidelity Investments July 2005 - Present
Fidelity Investments July 2007 - March 2010
Fidelity Investments July 2005 - July 2007
J. FOSTER & ASSOCIATES September 2004 - June 2007
ANTHEM BLUE CROSS & BLUE SHIELD August 2003 - July 2005
Anthem July 2003 - July 2005
Education
Southern New Hampshire University 1998 — 2007
Bachelor of Arts and Master of Science
Southern New Hampshire
BA, Psychology
Southern New Hampshire
MS, Mental Health Counseling
Andrew Labonte's Fidelity Investments Experience July 2006 - Present
Job Tax Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
Fidelity 2003 - 2006
Education
Southern New Hampshire University 2005 — 2009
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Fidelity Investments July 2006 - Present
Fidelity 2003 - 2006
Education
Southern New Hampshire University 2005 — 2009
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Brian Lindsey's Fidelity Investments Experience May 1998 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1998 - Present
Education
Southern New Hampshire University 1999 — 2002
Masters, MBA
Fidelity Investments May 1998 - Present
Education
Southern New Hampshire University 1999 — 2002
Masters, MBA
Bob Witmer's Fidelity Investments Experience January 2014 - Present
Job Director, Technology Risk at Fidelity Investments
Industry Computer & Network Security
Experience
Fidelity Investments January 2014 - Present
Skills
CISSP, CISM, CEH, WAN, Information Technology, Information Security, Infrastructure, Disaster Recovery, Information Security..., Data Center
Education
Southern New Hampshire University
MBA, Business Administration
Fidelity Investments January 2014 - Present
Skills
CISSP, CISM, CEH, WAN, Information Technology, Information Security, Infrastructure, Disaster Recovery, Information Security..., Data Center
Education
Southern New Hampshire University
MBA, Business Administration
Asteria Dauphinais's Fidelity Investments Experience March 1998 - Present
Job Technical Writer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1998 - Present
NEBS Software 1988 - 1996
Skills
Quality Assurance, Analysis, SDLC, Software Documentation, Training, Unix, Management, Business Analysis, Vendor Management, Visio
Education
Southern New Hampshire University 1984 — 1985
Fidelity Investments March 1998 - Present
NEBS Software 1988 - 1996
Skills
Quality Assurance, Analysis, SDLC, Software Documentation, Training, Unix, Management, Business Analysis, Vendor Management, Visio
Education
Southern New Hampshire University 1984 — 1985
Crystal Kopec's Fidelity Investments Experience eHR Workforce Planning AnalystRBC Financial Group1999 - 2004
Job Business Analysis Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments eHR Workforce Planning AnalystRBC Financial Group1999 - 2004
Education
Southern New Hampshire University 2004 — 2006
Fidelity Investments eHR Workforce Planning AnalystRBC Financial Group1999 - 2004
Education
Southern New Hampshire University 2004 — 2006
Bhargavi Annapareddi's Fidelity Investments Experience 2005 - Present
Job Prinicipal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Fujitsu June 2003 - March 2006
Education
Southern New Hampshire University 2007 — 2009
MBA, Management
Fidelity Investments 2005 - Present
Fujitsu June 2003 - March 2006
Education
Southern New Hampshire University 2007 — 2009
MBA, Management
Daniel Mack's Fidelity Investments Experience January 2006 - April 2008
Job SR BA at MPAY Software
Industry Financial Services
Experience
MPAY May 2008 - Present
Fidelity Investments January 2006 - April 2008
Unifirst Corporation May 2005 - January 2006
ChartOne October 2004 - January 2005
GreenPages Technology Solutions January 1999 - August 2004
Vectron International August 1994 - December 1999
Neslab Instruments April 1993 - August 1994
Skills
Payroll, HRIS, Benefits Administration, Benefits, Employee Benefits, ADP Payroll, Payroll Taxes, Access, Human Resources, Process Improvement, Management, Leadership, 401k, Employee Relations
Education
Southern New Hampshire University 1991 — 1993
BS, Accounting
MPAY May 2008 - Present
Fidelity Investments January 2006 - April 2008
Unifirst Corporation May 2005 - January 2006
ChartOne October 2004 - January 2005
GreenPages Technology Solutions January 1999 - August 2004
Vectron International August 1994 - December 1999
Neslab Instruments April 1993 - August 1994
Skills
Payroll, HRIS, Benefits Administration, Benefits, Employee Benefits, ADP Payroll, Payroll Taxes, Access, Human Resources, Process Improvement, Management, Leadership, 401k, Employee Relations
Education
Southern New Hampshire University 1991 — 1993
BS, Accounting
Daraboth Rith's Fidelity Investments Experience January 2007 - July 2007
Job Economist & Senior Pricing Analyst
Industry Financial Services
Experience
Suffolk University March 2014 - Present
Suffolk University September 2012 - Present
State Street December 2007 - Present
Department of Revenue in Boston June 2010 - September 2010
Fidelity Investments January 2007 - July 2007
UBS Investment Bank September 2006 - December 2006
Skills
Eviews, SAS, Stata, Crystal Ball, Microsoft Word, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Econometrics, Data Analysis, Quantitative Analytics, Statistics, Macroeconomics, Economic Modeling, Time Series Analysis, Statistical Modeling, Forecasting, Regression Analysis, Fixed Income, International Economics, Economics, Valuation, Finance, Economic Research, Bloomberg, International Finance, R, Derivatives, Microeconomics, Quantitative Research, Investment Strategies, Asset Allocation, SAS programming, Statistical Data..., Econometric Modeling, Asset Management, Vlookup, Pricing Analysis
Education
Suffolk University 2012 — 2016
PhD, Economics
Suffolk University 2009 — 2012
Master of Science (M.S.), Economics
Southern New Hampshire University 2005 — 2006
Bachelor of Science (B.S.), Economics and Finance
Suffolk University March 2014 - Present
Suffolk University September 2012 - Present
State Street December 2007 - Present
Department of Revenue in Boston June 2010 - September 2010
Fidelity Investments January 2007 - July 2007
UBS Investment Bank September 2006 - December 2006
Skills
Eviews, SAS, Stata, Crystal Ball, Microsoft Word, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Econometrics, Data Analysis, Quantitative Analytics, Statistics, Macroeconomics, Economic Modeling, Time Series Analysis, Statistical Modeling, Forecasting, Regression Analysis, Fixed Income, International Economics, Economics, Valuation, Finance, Economic Research, Bloomberg, International Finance, R, Derivatives, Microeconomics, Quantitative Research, Investment Strategies, Asset Allocation, SAS programming, Statistical Data..., Econometric Modeling, Asset Management, Vlookup, Pricing Analysis
Education
Suffolk University 2012 — 2016
PhD, Economics
Suffolk University 2009 — 2012
Master of Science (M.S.), Economics
Southern New Hampshire University 2005 — 2006
Bachelor of Science (B.S.), Economics and Finance
Christine Page's Fidelity Investments Experience 2008 - 2009
Job Senior Test Engineer
Industry Marketing and Advertising
Experience
Teradata August 2013 - Present
Iron Data Solutions July 2010 - August 2013
Iron Data Solutions May 2009 - July 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
AmberWave Systems 2001 - 2004
Texas Instruments 1998 - 2001
Skills
Business Analysis, User Acceptance Testing, Project Management, Microsoft SQL Server, Windows, Requirements Gathering, Troubleshooting, Databases, Agile Methodologies, SDLC, SQL, Management, Semiconductor Industry, Semiconductor..., Semiconductor Process, Wet Chemical Etching, Dry Etch, Photolithography, ITIL, ITIL Certified, ITIL Process, Customer Service, Data Analysis, SharePoint, Visio, Active Directory, Analysis, Requirements Analysis, Technical Support, Oracle, Training, .NET, Systems Analysis, Business Requirements, Salesforce.com, Business Process, Vendor Management, Software Project..., Leadership, Software Documentation
Education
Southern New Hampshire University 1998 — 2003
Bachelor of Science (B.S.), Information Systems
Teradata August 2013 - Present
Iron Data Solutions July 2010 - August 2013
Iron Data Solutions May 2009 - July 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
AmberWave Systems 2001 - 2004
Texas Instruments 1998 - 2001
Skills
Business Analysis, User Acceptance Testing, Project Management, Microsoft SQL Server, Windows, Requirements Gathering, Troubleshooting, Databases, Agile Methodologies, SDLC, SQL, Management, Semiconductor Industry, Semiconductor..., Semiconductor Process, Wet Chemical Etching, Dry Etch, Photolithography, ITIL, ITIL Certified, ITIL Process, Customer Service, Data Analysis, SharePoint, Visio, Active Directory, Analysis, Requirements Analysis, Technical Support, Oracle, Training, .NET, Systems Analysis, Business Requirements, Salesforce.com, Business Process, Vendor Management, Software Project..., Leadership, Software Documentation
Education
Southern New Hampshire University 1998 — 2003
Bachelor of Science (B.S.), Information Systems
Alan Sandler's Fidelity Investments Experience November 2004 - October 2008
Job Appointment Secretary
Industry Medical Practice
Experience
Dartmouth-Hitchcock Family Practice May 2010 - Present
Fidelity Investments November 2004 - October 2008
Education
Southern New Hampshire University
BS, Business Administration
Dartmouth-Hitchcock Family Practice May 2010 - Present
Fidelity Investments November 2004 - October 2008
Education
Southern New Hampshire University
BS, Business Administration
Carolyn Buyck's Fidelity Investments Experience 2012 - Present
Job Principal Data Analyst at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments 2012 - Present
Education
Southern New Hampshire University 2003 — 2006
Masters, Information Technology
University of New Hampshire 1997 — 2001
Bachelors, Business Administration
Fidelity Investments 2012 - Present
Education
Southern New Hampshire University 2003 — 2006
Masters, Information Technology
University of New Hampshire 1997 — 2001
Bachelors, Business Administration
Adrian Lucaciu's Fidelity Investments Experience December 2004 - December 2006
Job Head of Content Services, Americas at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters April 2014 - Present
Thomson Reuters January 2007 - Present
Fidelity Investments December 2004 - December 2006
Skills
Market Data, Financial Markets, Data Quality, Data Management, Business Analysis, Problem Management, Trading Systems, Reference Data, Equities, Electronic Trading, Derivatives, Low Latency, Financial Services, Capital Markets
Education
Southern New Hampshire University 2012 — 2014
Global MBA
Technical University of Cluj-Napoca 1994 — 1999
Bachelor, Automation and Computer Science
Thomson Reuters April 2014 - Present
Thomson Reuters January 2007 - Present
Fidelity Investments December 2004 - December 2006
Skills
Market Data, Financial Markets, Data Quality, Data Management, Business Analysis, Problem Management, Trading Systems, Reference Data, Equities, Electronic Trading, Derivatives, Low Latency, Financial Services, Capital Markets
Education
Southern New Hampshire University 2012 — 2014
Global MBA
Technical University of Cluj-Napoca 1994 — 1999
Bachelor, Automation and Computer Science
Tamra Letellier-Lumpkin's Fidelity Investments Experience 2007 - December 2008
Job Client Services Manager at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer April 2012 - Present
Mercer August 2009 - April 2012
Fidelity Investments 2007 - December 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
BankBoston 1997 - 1998
Skills
Management, Vendor Management, Process Improvement, Visio, Employee Benefits, Risk Management, Six Sigma, Relationship Management, Program Management, Leadership, Project Management
Education
Southern New Hampshire University 1998 — 2005
MBA/MBE
University of Massachusetts Lowell 1993 — 1998
BSBA, Management
Hollis/Brookline High School
Mercer April 2012 - Present
Mercer August 2009 - April 2012
Fidelity Investments 2007 - December 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
BankBoston 1997 - 1998
Skills
Management, Vendor Management, Process Improvement, Visio, Employee Benefits, Risk Management, Six Sigma, Relationship Management, Program Management, Leadership, Project Management
Education
Southern New Hampshire University 1998 — 2005
MBA/MBE
University of Massachusetts Lowell 1993 — 1998
BSBA, Management
Hollis/Brookline High School
Dan Szymanowski's Fidelity Investments Experience February 2008 - May 2012
Job Defined Contributions Consultant (Retired) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2008 - May 2012
Fidelity Investments September 1996 - May 2005
Daniel Webster College January 2001 - May 2001
Markem Corporation November 1980 - June 1996
Skills
Business Analysis, Process Improvement, Coaching, Requirements Gathering, Risk Management, Business Process..., Change Management, Call Centers, Visio, Team Leadership, Management, Leadership, Cross-functional Team..., Project Management, Program Management, Software Documentation, Vendor Management, Operations Management, Six Sigma, Data Analysis, SDLC, Training, Analysis, Quality Assurance, Start-ups, Agile Methodologies, Business Development, Strategic Planning
Education
Southern New Hampshire University 1997 — 1999
MS, Business Education
State University of New York at Buffalo - School of Management 1966 — 1978
BS, Industrial Management
Fidelity Investments February 2008 - May 2012
Fidelity Investments September 1996 - May 2005
Daniel Webster College January 2001 - May 2001
Markem Corporation November 1980 - June 1996
Skills
Business Analysis, Process Improvement, Coaching, Requirements Gathering, Risk Management, Business Process..., Change Management, Call Centers, Visio, Team Leadership, Management, Leadership, Cross-functional Team..., Project Management, Program Management, Software Documentation, Vendor Management, Operations Management, Six Sigma, Data Analysis, SDLC, Training, Analysis, Quality Assurance, Start-ups, Agile Methodologies, Business Development, Strategic Planning
Education
Southern New Hampshire University 1997 — 1999
MS, Business Education
State University of New York at Buffalo - School of Management 1966 — 1978
BS, Industrial Management
Annmarie Grigas's Fidelity Investments Experience May 2000 - May 2002
Job Senior Performance Analyst at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates August 2003 - Present
Scudder Investments May 2002 - August 2003
Fidelity Investments May 2000 - May 2002
Skills
Bloomberg, Alternative Investments, Asset Management, Investments, Asset Allocation, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Equity Research, Financial Modeling, Financial Analysis, Performance Attribution
Education
Southern New Hampshire University 2005 — 2010
Global MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Bachelor of Science, Business Administration
Prime, Buchholz & Associates August 2003 - Present
Scudder Investments May 2002 - August 2003
Fidelity Investments May 2000 - May 2002
Skills
Bloomberg, Alternative Investments, Asset Management, Investments, Asset Allocation, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Equity Research, Financial Modeling, Financial Analysis, Performance Attribution
Education
Southern New Hampshire University 2005 — 2010
Global MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Bachelor of Science, Business Administration
Ariane Despres's Fidelity Investments Experience July 2011 - Present
Job HR Project Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments April 2007 - July 2011
Education
Southern New Hampshire University 2001 — 2007
Masters of Science, Organizational Leadership
Fidelity Investments July 2011 - Present
Fidelity Investments April 2007 - July 2011
Education
Southern New Hampshire University 2001 — 2007
Masters of Science, Organizational Leadership
Ann Allard's Fidelity Investments Experience August 1998 - August 1999
Job Talent Acquisition at Anthem, Inc.
Industry Insurance
Experience
Anthem, Inc. September 2006 - Present
Randstad August 1998 - July 2006
Fidelity Investments August 1998 - August 1999
Center for Life Management September 1983 - August 1998
Skills
Talent Acquisition, Employee Benefits
Education
Southern New Hampshire University 1999 — 2007
BS, Human Resources
Anthem, Inc. September 2006 - Present
Randstad August 1998 - July 2006
Fidelity Investments August 1998 - August 1999
Center for Life Management September 1983 - August 1998
Skills
Talent Acquisition, Employee Benefits
Education
Southern New Hampshire University 1999 — 2007
BS, Human Resources
Dan Del Vicario's Fidelity Investments Experience August 2012 - Present
Job Software Engineer with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Interactive Data Corporation December 2008 - August 2012
PC Connection 2007 - 2008
Skills
Option Data Analysis..., Domestic and..., System Analysis (Low..., Big Data Analysis, International..., SQL (MySQL, 11g), Visual Basic for..., C++, Java, Full SDLC, Agile Methodology
Education
Southern New Hampshire University
Fidelity Investments August 2012 - Present
Interactive Data Corporation December 2008 - August 2012
PC Connection 2007 - 2008
Skills
Option Data Analysis..., Domestic and..., System Analysis (Low..., Big Data Analysis, International..., SQL (MySQL, 11g), Visual Basic for..., C++, Java, Full SDLC, Agile Methodology
Education
Southern New Hampshire University
Charles Sperrazza's Fidelity Investments Experience 2001 - 2008
Job Manager Quality Assurance at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance March 2012 - Present
WellPoint/Anthem October 2009 - March 2012
OpenSolutions January 2009 - September 2009
Fidelity Investments 2001 - 2008
Skills
Waterfall, SDLC, PMO, Agile Methodologies, Resource Management, Vendor Management, Project Portfolio..., Scrum, Agile Project Management, Systems Analysis, MS Project, Program Management, Business Analysis, Process Improvement, Quality Assurance, Software Project..., IT Strategy, Software Development, Requirements Gathering, Microsoft Project, Business Requirements
Education
Southern New Hampshire University
Masters, CIS
Liberty Mutual Insurance March 2012 - Present
WellPoint/Anthem October 2009 - March 2012
OpenSolutions January 2009 - September 2009
Fidelity Investments 2001 - 2008
Skills
Waterfall, SDLC, PMO, Agile Methodologies, Resource Management, Vendor Management, Project Portfolio..., Scrum, Agile Project Management, Systems Analysis, MS Project, Program Management, Business Analysis, Process Improvement, Quality Assurance, Software Project..., IT Strategy, Software Development, Requirements Gathering, Microsoft Project, Business Requirements
Education
Southern New Hampshire University
Masters, CIS
David Picard's Fidelity Investments Experience Director, Program ManagerFidelity InvestmentsSeptember 2000 - April 2011
Job Vice President, Service Delivery Leader at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments Director, Program ManagerFidelity InvestmentsSeptember 2000 - April 2011
Education
Southern New Hampshire University 1992 — 1996
Bachelors of Science, Business Administration
Fidelity Investments Director, Program ManagerFidelity InvestmentsSeptember 2000 - April 2011
Education
Southern New Hampshire University 1992 — 1996
Bachelors of Science, Business Administration
Alicia Mazerall's Fidelity Investments Experience 2006 - Present
Job Workplace Guidance Specialist
Industry Financial Services
Experience
Mr. G's 2011 - Present
Fidelity Investments 2006 - Present
Education
Southern New Hampshire University
Business Administration
Mr. G's 2011 - Present
Fidelity Investments 2006 - Present
Education
Southern New Hampshire University
Business Administration
Ben Gorman's Fidelity Investments Experience October 2011 - January 2014
Job FUJIFILM Dimatix, Inc
Industry Accounting
Experience
FUJIFILM Dimatix, Inc. May 2015 - Present
FUJIFILM Dimatix, Inc. September 2014 - Present
FUJIFILM Dimatix, Inc. February 2014 - September 2014
Fidelity Investments October 2011 - January 2014
Fidelity Investments January 2007 - June 2010
Skills
Financial Analysis, Process Improvement, Fixed Income, Financial Services, Business Analysis
Education
Southern NH University 1998 — 2000
Bachelor's degree, Economics/Finance
FUJIFILM Dimatix, Inc. May 2015 - Present
FUJIFILM Dimatix, Inc. September 2014 - Present
FUJIFILM Dimatix, Inc. February 2014 - September 2014
Fidelity Investments October 2011 - January 2014
Fidelity Investments January 2007 - June 2010
Skills
Financial Analysis, Process Improvement, Fixed Income, Financial Services, Business Analysis
Education
Southern NH University 1998 — 2000
Bachelor's degree, Economics/Finance
Anne (Beaudoin) Mousseau's Fidelity Investments Experience August 2000 - Present
Job Senior Manager, Investment Proxy Research at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2000 - Present
Dexter Adhesive & Coating Systems (Sold to Loctite in 2000) August 1997 - August 2000
HealthSouth March 1995 - August 1997
Skills
Securities, Financial Services, Account Reconciliation, Access, Mutual Funds, Investments
Education
Southern New Hampshire University 2009 — 2012
Master of Business Administration (M.B.A.), 4.0/4.0
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1994
BA, Economics
Fidelity Investments August 2000 - Present
Dexter Adhesive & Coating Systems (Sold to Loctite in 2000) August 1997 - August 2000
HealthSouth March 1995 - August 1997
Skills
Securities, Financial Services, Account Reconciliation, Access, Mutual Funds, Investments
Education
Southern New Hampshire University 2009 — 2012
Master of Business Administration (M.B.A.), 4.0/4.0
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1994
BA, Economics
Christina Vossbrink's Fidelity Investments Experience July 2006 - Present
Job Payroll Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments December 2003 - July 2006
Skills
- Excellent..., - Proven ability to..., - Customer/client..., - Creative problem..., - Thrive in a..., - Proficient using...
Education
Southern New Hampshire University 2010 — 2014
Masters of Business Administration, Business Administration and Management, General, 3.8
Southern New Hampshire University 2002 — 2003
Bachelor of Science in Accounting/Finance, Accounting/Finance, 3.96
Fidelity Investments July 2006 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments December 2003 - July 2006
Skills
- Excellent..., - Proven ability to..., - Customer/client..., - Creative problem..., - Thrive in a..., - Proficient using...
Education
Southern New Hampshire University 2010 — 2014
Masters of Business Administration, Business Administration and Management, General, 3.8
Southern New Hampshire University 2002 — 2003
Bachelor of Science in Accounting/Finance, Accounting/Finance, 3.96
Christopher Boris's Fidelity Investments Experience July 2012 - July 2015
Job Retirement Solutions Representative at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - July 2015
Fidelity Investments November 2009 - July 2012
Northwestern Mutual January 2005 - December 2009
Fidelity Investments December 2000 - December 2004
Education
Southern New Hampshire University 1994 — 1996
BS, Accounting
Fidelity Investments July 2012 - July 2015
Fidelity Investments November 2009 - July 2012
Northwestern Mutual January 2005 - December 2009
Fidelity Investments December 2000 - December 2004
Education
Southern New Hampshire University 1994 — 1996
BS, Accounting
Chris Letendre's Fidelity Investments Experience May 1993 - July 2002
Job Retirement Planner
Industry Financial Services
Experience
Cape Retirement Wealth Advisors January 2013 - Present
The Money Mavericks January 2006 - Present
Merrill Lynch August 2002 - August 2003
Fidelity Investments May 1993 - July 2002
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Fixed Annuities, Retirement, Asset Management, Estate Planning, Insurance, Portfolio Management, Investment Advisory, Mutual Funds, Financial Services, Pensions, Securities, Financial Analysis, Life Insurance, 401k, Long-term Care, Financial Advisory, Social Security Advisor
Education
Southern New Hampshire University 1986 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cape Retirement Wealth Advisors January 2013 - Present
The Money Mavericks January 2006 - Present
Merrill Lynch August 2002 - August 2003
Fidelity Investments May 1993 - July 2002
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Fixed Annuities, Retirement, Asset Management, Estate Planning, Insurance, Portfolio Management, Investment Advisory, Mutual Funds, Financial Services, Pensions, Securities, Financial Analysis, Life Insurance, 401k, Long-term Care, Financial Advisory, Social Security Advisor
Education
Southern New Hampshire University 1986 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Thomas Marston's Fidelity Investments Experience May 2010 - December 2012
Job Planner/Buyer at GE
Industry Logistics and Supply Chain
Experience
Fidelity Investments May 2010 - December 2012
Fidelity Investments August 2006 - May 2010
Veritude March 2005 - August 2006
Skills
Process Improvement, Vendor Management, Visio, Resource Management, Data Analysis, SharePoint, Microsoft Excel, Access Database, PowerPoint, ISO 20000, ITIL Process, Trend Analysis, Analytics, Budget Forecasts, Budget Monitoring, Budget Constraints, Business Operations, Customer-focused Service, Supply Chain, Logistics, Logistics Design, Leadership, Customer Service, Troubleshooting, Microsoft Office, Program Management, Team Building, Budgets, Project Management, Microsoft Word, Cross-functional Team..., Analysis, Access, SDLC, Business Analysis, Risk Management, Quality Assurance, Business Process..., IT Strategy, Requirements Analysis, Change Management, ITIL, Six Sigma, Team Leadership
Education
Southern New Hampshire University 2008 — 2011
MS, Organizational Leadership
University of New Hampshire 1999 — 2004
BA, Political Science
Fidelity Investments May 2010 - December 2012
Fidelity Investments August 2006 - May 2010
Veritude March 2005 - August 2006
Skills
Process Improvement, Vendor Management, Visio, Resource Management, Data Analysis, SharePoint, Microsoft Excel, Access Database, PowerPoint, ISO 20000, ITIL Process, Trend Analysis, Analytics, Budget Forecasts, Budget Monitoring, Budget Constraints, Business Operations, Customer-focused Service, Supply Chain, Logistics, Logistics Design, Leadership, Customer Service, Troubleshooting, Microsoft Office, Program Management, Team Building, Budgets, Project Management, Microsoft Word, Cross-functional Team..., Analysis, Access, SDLC, Business Analysis, Risk Management, Quality Assurance, Business Process..., IT Strategy, Requirements Analysis, Change Management, ITIL, Six Sigma, Team Leadership
Education
Southern New Hampshire University 2008 — 2011
MS, Organizational Leadership
University of New Hampshire 1999 — 2004
BA, Political Science
Andrea M. Smith's Fidelity Investments Experience December 2000 - September 2006
Job Independent Accounting Professional
Industry Accounting
Experience
Sanmina-SCI October 2006 - July 2011
Fidelity Investments December 2000 - September 2006
Osram Sylvania October 1977 - June 2000
Skills
Invoicing, Accounts Receivable, Administration, Purchasing, Bookkeeping, Journal Entries, Accounts Payable, Internal Controls, Payroll, Accruals, Customer Service, Financial Reporting, Cash Flow, Auditing, Account Reconciliation, Accounting, Financial Statements, Cost Accounting, Bank Reconciliation, GAAP, Balance, Tax Returns, Cash, Payroll Taxes, Great Plains Software, Sage, IFRS, Consolidation, Corporate Tax, Revenue Recognition, VAT, Sales Tax, Tax Accounting, Income Tax, Internal Audit, Variance Analysis, US GAAP, Cash Flow Forecasting, Financial Audits, Sarbanes-Oxley Act, Expenses, Spreadsheets
Education
Southern New Hampshire University 1987 — 1992
Bachelor of Science, Business
Sanmina-SCI October 2006 - July 2011
Fidelity Investments December 2000 - September 2006
Osram Sylvania October 1977 - June 2000
Skills
Invoicing, Accounts Receivable, Administration, Purchasing, Bookkeeping, Journal Entries, Accounts Payable, Internal Controls, Payroll, Accruals, Customer Service, Financial Reporting, Cash Flow, Auditing, Account Reconciliation, Accounting, Financial Statements, Cost Accounting, Bank Reconciliation, GAAP, Balance, Tax Returns, Cash, Payroll Taxes, Great Plains Software, Sage, IFRS, Consolidation, Corporate Tax, Revenue Recognition, VAT, Sales Tax, Tax Accounting, Income Tax, Internal Audit, Variance Analysis, US GAAP, Cash Flow Forecasting, Financial Audits, Sarbanes-Oxley Act, Expenses, Spreadsheets
Education
Southern New Hampshire University 1987 — 1992
Bachelor of Science, Business
Andrew Gurski's Fidelity Investments Experience November 2013 - Present
Job Senior Investment Specialist
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments April 2013 - November 2013
Fidelity Investments July 2012 - April 2013
Fidelity Investments April 2012 - July 2012
Fidelity Investments December 2009 - April 2012
Fidelity Investments July 2007 - December 2009
Putnam Investments November 2005 - July 2007
Education
Southern New Hampshire University 2010 — 2014
Economics/Finance
Fidelity Investments November 2013 - Present
Fidelity Investments April 2013 - November 2013
Fidelity Investments July 2012 - April 2013
Fidelity Investments April 2012 - July 2012
Fidelity Investments December 2009 - April 2012
Fidelity Investments July 2007 - December 2009
Putnam Investments November 2005 - July 2007
Education
Southern New Hampshire University 2010 — 2014
Economics/Finance
Christel Smit's Fidelity Investments Experience April 2012 - April 2014
Job Pricing Specialist at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company April 2014 - Present
Fidelity Investments April 2012 - April 2014
Fidelity Investments May 2011 - April 2012
Chili's Bar and Grill January 2009 - January 2012
Gas for All, Exxon Gas Station May 2005 - May 2007
Skills
Motivated individual..., Comfortable working in..., Outstanding leadership..., Quick learned, Self starter, Detailed oriented, Highly analytical, Adept at prioritizing..., Bilingual in Spanish..., Proficient with..., Bilingual, Fast Paced Environment, Teamwork, English, Microsoft Excel
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Massachusetts 2009 — 2011
Bachelor of Business Administration, Finance and Entrepreneurship, 3.3
Loomis, Sayles & Company April 2014 - Present
Fidelity Investments April 2012 - April 2014
Fidelity Investments May 2011 - April 2012
Chili's Bar and Grill January 2009 - January 2012
Gas for All, Exxon Gas Station May 2005 - May 2007
Skills
Motivated individual..., Comfortable working in..., Outstanding leadership..., Quick learned, Self starter, Detailed oriented, Highly analytical, Adept at prioritizing..., Bilingual in Spanish..., Proficient with..., Bilingual, Fast Paced Environment, Teamwork, English, Microsoft Excel
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Massachusetts 2009 — 2011
Bachelor of Business Administration, Finance and Entrepreneurship, 3.3
Ada Kellett's Fidelity Investments Experience February 2012 - June 2012
Job Relationship Manager at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial June 2012 - Present
Fidelity Investments February 2012 - June 2012
Fidelity Investments September 2008 - February 2012
Skills
Leadership, Management, Customer Service, Process Improvement, CRM, Business Analysis, Team Building, Performance Management, Microsoft Excel, PowerPoint, Coaching, Microsoft Word, Account Management, Microsoft Office, Analysis, New Business Development, Public Speaking, Research, Outlook, Public Relations, Call Centers, Relationship Management, 401k
Education
Southern New Hampshire University 2001 — 2007
Master in Business Administration, MBA
Southern New Hampshire University 1997 — 2000
Business Administration, BA
Great-West Financial June 2012 - Present
Fidelity Investments February 2012 - June 2012
Fidelity Investments September 2008 - February 2012
Skills
Leadership, Management, Customer Service, Process Improvement, CRM, Business Analysis, Team Building, Performance Management, Microsoft Excel, PowerPoint, Coaching, Microsoft Word, Account Management, Microsoft Office, Analysis, New Business Development, Public Speaking, Research, Outlook, Public Relations, Call Centers, Relationship Management, 401k
Education
Southern New Hampshire University 2001 — 2007
Master in Business Administration, MBA
Southern New Hampshire University 1997 — 2000
Business Administration, BA
Darrell Lee's Fidelity Investments Experience 1998 - 2006
Job Enrolled Student Service Associate at Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University November 2011 - Present
Rivier University October 2008 - October 2011
Wentworth Institute of Technology April 2008 - September 2008
Hesser College 2006 - 2007
Fidelity Investments 1998 - 2006
Skills
Higher Education, PowerPoint, Customer Service, Microsoft Office, Public Speaking, E-Learning, Investments, Research, Leadership, Finance, Training, Data Analysis, Nonprofits, Microsoft Excel, Staff Development
Education
Rivier University
Bachelor of Arts (BA), Psychology
Southern New Hampshire University
Master of Business Administration (MBA), Leadership
Southern New Hampshire University November 2011 - Present
Rivier University October 2008 - October 2011
Wentworth Institute of Technology April 2008 - September 2008
Hesser College 2006 - 2007
Fidelity Investments 1998 - 2006
Skills
Higher Education, PowerPoint, Customer Service, Microsoft Office, Public Speaking, E-Learning, Investments, Research, Leadership, Finance, Training, Data Analysis, Nonprofits, Microsoft Excel, Staff Development
Education
Rivier University
Bachelor of Arts (BA), Psychology
Southern New Hampshire University
Master of Business Administration (MBA), Leadership
Brendon Jalbert's Fidelity Investments Experience April 2013 - Present
Job Call Volume Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments January 2012 - April 2013
Fidelity Investments June 2010 - January 2012
Skills
Series 7, Financial Services, Series 63, Business Analysis, MS Project, Project Management
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Project Management
University of Maine 1993 — 1997
Bachelor of Science (B.S.), Business & Marketing
Fidelity Investments April 2013 - Present
Fidelity Investments January 2012 - April 2013
Fidelity Investments June 2010 - January 2012
Skills
Series 7, Financial Services, Series 63, Business Analysis, MS Project, Project Management
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Project Management
University of Maine 1993 — 1997
Bachelor of Science (B.S.), Business & Marketing
Barry Newcombe's Fidelity Investments Experience April 1998 - Present
Job Financial Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1998 - Present
Skills
Equities, Investment Strategies, Financial Services, 401k, Asset Management, Fixed Income, Uniform Combined State..., Fixed Annuities, Financial Advisory, Alternative Investments, Financial Analysis, Pensions, Estate Planning, Financial Modeling, Risk Management
Education
Southern New Hampshire University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Southern New Hampshire University
Fidelity Investments April 1998 - Present
Skills
Equities, Investment Strategies, Financial Services, 401k, Asset Management, Fixed Income, Uniform Combined State..., Fixed Annuities, Financial Advisory, Alternative Investments, Financial Analysis, Pensions, Estate Planning, Financial Modeling, Risk Management
Education
Southern New Hampshire University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Southern New Hampshire University
Darlene Cassidy's Fidelity Investments Experience March 2005 - Present
Job Marketing Analysis Manager, Marketing & Communications at Fidelity Investments, XTRAC Solutions
Industry Computer Software
Experience
Fidelity Investments March 2005 - Present
Education
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General
Fidelity Investments March 2005 - Present
Education
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank