Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Hamssa Khalil Hamssa Khalil's Fidelity Investments Experience April 2014 - Present
Job Fund operations analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments August 2010 - March 2014
Skills
Mutual Funds, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Microsoft Office, Risk Management, Microsoft Excel, Analysis
Education
Southern New Hampshire University 2008 — 2010
Masters, Business Administration
Fidelity Investments April 2014 - Present
Fidelity Investments August 2010 - March 2014
Skills
Mutual Funds, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Microsoft Office, Risk Management, Microsoft Excel, Analysis
Education
Southern New Hampshire University 2008 — 2010
Masters, Business Administration
Jonathan Guveya's Fidelity Investments Experience August 2015 - Present
Job MBA Candidate at SNHU
Industry Management Consulting
Experience
Fidelity Investments August 2015 - Present
Excell Mobile Distributors February 2015 - May 2015
Enterprise Holdings August 2014 - February 2015
Granite YMCA August 2009 - August 2014
Manchester Monarchs October 2013 - May 2014
Planet Fitness May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, English, Access, Windows, Facebook, Social Media, Teamwork, Cpr Certified, Program Management, Social Networking, Sports, Volunteer Management, Nonprofits, Critical Thinking, Public Speaking, Coaching, Time Management, Sales, Market Research, Telephone Skills, Business Planning, Strategic Planning, Community Outreach, Team Building
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (M.B.A.), Business Intelligence
Southern New Hampshire University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Manchester Memorial High School 2007 — 2011
High School
Fidelity Investments August 2015 - Present
Excell Mobile Distributors February 2015 - May 2015
Enterprise Holdings August 2014 - February 2015
Granite YMCA August 2009 - August 2014
Manchester Monarchs October 2013 - May 2014
Planet Fitness May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, English, Access, Windows, Facebook, Social Media, Teamwork, Cpr Certified, Program Management, Social Networking, Sports, Volunteer Management, Nonprofits, Critical Thinking, Public Speaking, Coaching, Time Management, Sales, Market Research, Telephone Skills, Business Planning, Strategic Planning, Community Outreach, Team Building
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (M.B.A.), Business Intelligence
Southern New Hampshire University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Manchester Memorial High School 2007 — 2011
High School
Emily Stover Emily Stover's Fidelity Investments Experience December 2008 - September 2011
Job Human Resources Generalist at UTC Aerospace Systems
Industry Human Resources
Experience
UTC Aerospace Systems October 2014 - Present
UTC Aerospace Systems April 2012 - Present
Goodrich September 2011 - April 2012
Fidelity Investments December 2008 - September 2011
Staples, Inc December 2006 - November 2008
Dana Hall School 1998 - 2002
Skills
Employee Relations, Human Resources, HRIS, Onboarding, New Hire Orientations, Deferred Compensation, Training, Employee Benefits, Payroll, Performance Management, ADP Payroll, Personnel Management, System Administration, Software Documentation, Microsoft Excel, College Recruiting
Education
Southern New Hampshire University 2008 — 2012
B.S., Human Resources
UTC Aerospace Systems October 2014 - Present
UTC Aerospace Systems April 2012 - Present
Goodrich September 2011 - April 2012
Fidelity Investments December 2008 - September 2011
Staples, Inc December 2006 - November 2008
Dana Hall School 1998 - 2002
Skills
Employee Relations, Human Resources, HRIS, Onboarding, New Hire Orientations, Deferred Compensation, Training, Employee Benefits, Payroll, Performance Management, ADP Payroll, Personnel Management, System Administration, Software Documentation, Microsoft Excel, College Recruiting
Education
Southern New Hampshire University 2008 — 2012
B.S., Human Resources
Jennifer Jutkiewicz Jennifer Jutkiewicz's Fidelity Investments Experience October 2013 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Fidelity Investments September 2008 - February 2012
Fidelity Investments June 2007 - September 2008
Fidelity Investments October 2006 - June 2007
Skills
Retirement, Pensions, 401k, Investments
Education
Southern New Hampshire University 2002 — 2006
Bachelors Degree, Psychology
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Fidelity Investments September 2008 - February 2012
Fidelity Investments June 2007 - September 2008
Fidelity Investments October 2006 - June 2007
Skills
Retirement, Pensions, 401k, Investments
Education
Southern New Hampshire University 2002 — 2006
Bachelors Degree, Psychology
Jordan Saunders's Fidelity Investments Experience January 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Auramet September 2012 - September 2014
Sugar and Plumm June 2011 - July 2012
Skills
Organizational Design, Loans, Precious Metals, Trading Systems, Office Administration, Food Cost Management, Management
Education
Southern New Hampshire University 2014 — 2016
Masters, Human Resources Management and Services
University of North Carolina at Greensboro 2008 — 2011
Bachelor of Science (B.S.), Human Development and Family Studies, General
University of North Carolina at Charlotte 2008 — 2008
Fidelity Investments January 2015 - Present
Auramet September 2012 - September 2014
Sugar and Plumm June 2011 - July 2012
Skills
Organizational Design, Loans, Precious Metals, Trading Systems, Office Administration, Food Cost Management, Management
Education
Southern New Hampshire University 2014 — 2016
Masters, Human Resources Management and Services
University of North Carolina at Greensboro 2008 — 2011
Bachelor of Science (B.S.), Human Development and Family Studies, General
University of North Carolina at Charlotte 2008 — 2008
Elizabeth Daigle, MBA's Fidelity Investments Experience March 2011 - March 2014
Job Associate Broker at Keller Williams
Industry Real Estate
Experience
Keller Williams April 2014 - Present
Fidelity Investments March 2011 - March 2014
Fidelity Investments October 2006 - March 2011
Walden Behavioral Health 2005 - 2006
Skills
Financial Services, Insurance, Mutual Funds, Retirement, Employee Benefits, Series 6, Finance, Securities, Leadership, Mortgage Lending, Credit, Wealth Management, Real Estate, Sales, Marketing, Home Staging, Interior Design
Education
Southern New Hampshire University 2008 — 2010
MBA
University of New Hampshire 2001 — 2005
BA, Psychology
Keller Williams April 2014 - Present
Fidelity Investments March 2011 - March 2014
Fidelity Investments October 2006 - March 2011
Walden Behavioral Health 2005 - 2006
Skills
Financial Services, Insurance, Mutual Funds, Retirement, Employee Benefits, Series 6, Finance, Securities, Leadership, Mortgage Lending, Credit, Wealth Management, Real Estate, Sales, Marketing, Home Staging, Interior Design
Education
Southern New Hampshire University 2008 — 2010
MBA
University of New Hampshire 2001 — 2005
BA, Psychology
Holly Kirkpatrick Holly Kirkpatrick's Fidelity Investments Experience January 2006 - September 2006
Job HR Supervisor at CoreMedical Group
Industry Human Resources
Experience
CoreMedical Group & Core Information Technology September 2006 - Present
Gordi's Fish & Steakhouse January 1997 - October 2007
Fidelity Investments January 2006 - September 2006
Riverbend Community Mental Health October 2005 - January 2006
Concord Hospital -Rehabilitation Services December 2004 - October 2005
Skills
Customer Service, Human Resources, Benefits, Benefits Administration, COBRA, Open Enrollment, Healthcare Reimbursement, Flexible Spending..., Employee Benefits, Employee Relations, Employee Training, Employee Orientations, Organizational..., Microsoft Office, Task Driven, Close Attention to..., Process-driven, Process Improvement, Onboarding, Temporary Staffing, Personnel Management, FMLA, 401k, HR Policies, Management, Talent Acquisition, Staffing Services, Internet Recruiting, New Hire Orientations, Recruiting
Education
Southern New Hampshire University 1999 — 2003
BS, Business Studies - Human Resource Management
Southern New Hampshire University 1999 — 2003
Bachelor's degree, Human Resources Management and Services
CoreMedical Group & Core Information Technology September 2006 - Present
Gordi's Fish & Steakhouse January 1997 - October 2007
Fidelity Investments January 2006 - September 2006
Riverbend Community Mental Health October 2005 - January 2006
Concord Hospital -Rehabilitation Services December 2004 - October 2005
Skills
Customer Service, Human Resources, Benefits, Benefits Administration, COBRA, Open Enrollment, Healthcare Reimbursement, Flexible Spending..., Employee Benefits, Employee Relations, Employee Training, Employee Orientations, Organizational..., Microsoft Office, Task Driven, Close Attention to..., Process-driven, Process Improvement, Onboarding, Temporary Staffing, Personnel Management, FMLA, 401k, HR Policies, Management, Talent Acquisition, Staffing Services, Internet Recruiting, New Hire Orientations, Recruiting
Education
Southern New Hampshire University 1999 — 2003
BS, Business Studies - Human Resource Management
Southern New Hampshire University 1999 — 2003
Bachelor's degree, Human Resources Management and Services
Earl Davis IV Earl Davis IV's Fidelity Investments Experience July 2013 - March 2014
Job Senior Fund Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - March 2014
Fidelity Investments April 2012 - June 2013
Fidelity Investments June 2011 - April 2012
IRG Building Products, LLC June 2010 - December 2011
Southern New Hampshire University September 2010 - June 2011
Skills
QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, General Ledger, AS400 system, Investments, Finance, Fixed Income
Education
Southern New Hampshire University 2009 — 2012
BS, BS Economics/Finance; Accounting
Moultonborough Academy
Fidelity Investments July 2013 - March 2014
Fidelity Investments April 2012 - June 2013
Fidelity Investments June 2011 - April 2012
IRG Building Products, LLC June 2010 - December 2011
Southern New Hampshire University September 2010 - June 2011
Skills
QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, General Ledger, AS400 system, Investments, Finance, Fixed Income
Education
Southern New Hampshire University 2009 — 2012
BS, BS Economics/Finance; Accounting
Moultonborough Academy
Joseph Delaney, CRPS® Joseph Delaney, CRPS®'s Fidelity Investments Experience March 2009 - April 2011
Job Retirement Plan Consultant at Mutual of America
Industry Financial Services
Experience
Mutual of America September 2012 - Present
Paychex April 2011 - August 2012
Fidelity Investments March 2009 - April 2011
Fidelity Investments 2004 - 2009
Toronto Blue Jays (New Hampshire Fisher Cats - Class AA) 2003 - 2004
Chicago White Sox (Kannapolis Intimidators - Class A) 2002 - 2003
Skills
401k, Defined Benefit, Deferred Compensation, Profit Sharing, 403 b, Retirement Planning, Retirement Plan..., ERISA, Strategic Financial..., Insurance, Series 63, Series 6, Investments, Defined Contribution, Pensions
Education
Southern New Hampshire University 1998 — 2002
BS, Sports Management
Mutual of America September 2012 - Present
Paychex April 2011 - August 2012
Fidelity Investments March 2009 - April 2011
Fidelity Investments 2004 - 2009
Toronto Blue Jays (New Hampshire Fisher Cats - Class AA) 2003 - 2004
Chicago White Sox (Kannapolis Intimidators - Class A) 2002 - 2003
Skills
401k, Defined Benefit, Deferred Compensation, Profit Sharing, 403 b, Retirement Planning, Retirement Plan..., ERISA, Strategic Financial..., Insurance, Series 63, Series 6, Investments, Defined Contribution, Pensions
Education
Southern New Hampshire University 1998 — 2002
BS, Sports Management
Jacklyn Garceau, MBA, SPHR Jacklyn Garceau, MBA, SPHR's Fidelity Investments Experience June 1996 - June 2008
Job Human Resources Professional
Industry Human Resources
Experience
SALIENT SURGICAL TECHNOLOGIES, INC September 2010 - June 2011
National Grid January 2010 - June 2010
Fidelity Investments June 1996 - June 2008
Skills
SPHR, Talent Management, Relationship Management, Performance Management, Taleo, Employee Relations, 401(k), Yellow Belt, Human Resources, Vendor Management, PeopleSoft, Metrics, Financial Services, College Recruiting, Applicant Tracking..., Workforce Planning, Benefits Administration, Onboarding, HRIS, Employee Benefits, Deferred Compensation, Succession Planning, Talent Acquisition, Temporary Placement
Education
Southern New Hampshire University
Master of Business Administration (MBA)
SALIENT SURGICAL TECHNOLOGIES, INC September 2010 - June 2011
National Grid January 2010 - June 2010
Fidelity Investments June 1996 - June 2008
Skills
SPHR, Talent Management, Relationship Management, Performance Management, Taleo, Employee Relations, 401(k), Yellow Belt, Human Resources, Vendor Management, PeopleSoft, Metrics, Financial Services, College Recruiting, Applicant Tracking..., Workforce Planning, Benefits Administration, Onboarding, HRIS, Employee Benefits, Deferred Compensation, Succession Planning, Talent Acquisition, Temporary Placement
Education
Southern New Hampshire University
Master of Business Administration (MBA)
Kary Monahan Kary Monahan's Fidelity Investments Experience December 2004 - November 2007
Job Senior Business Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance March 2012 - October 2014
Liberty Mutual Insurance January 2011 - March 2012
Liberty Mutual Insurance November 2008 - December 2010
Liberty Mutual Insurance November 2007 - November 2008
Fidelity Investments December 2004 - November 2007
Fidelity Investments August 2004 - December 2004
Fidelity Investments January 2004 - July 2004
UPS May 2002 - January 2004
Skills
Property & Casualty..., Quality Assurance..., AIS25- Delivering..., Selling Skills Workshop..., Situational Sales and..., Insurance, Property, Sales, Training, Management, Customer Satisfaction, Agile & Waterfall..., Agile Testing, Coaching, Quality Assurance, Employee Benefits, Strategy, Microsoft Office, New Business Development, Analysis
Education
Southern NH University 1997 — 2002
Bachelor's degree, Business Studies
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance March 2012 - October 2014
Liberty Mutual Insurance January 2011 - March 2012
Liberty Mutual Insurance November 2008 - December 2010
Liberty Mutual Insurance November 2007 - November 2008
Fidelity Investments December 2004 - November 2007
Fidelity Investments August 2004 - December 2004
Fidelity Investments January 2004 - July 2004
UPS May 2002 - January 2004
Skills
Property & Casualty..., Quality Assurance..., AIS25- Delivering..., Selling Skills Workshop..., Situational Sales and..., Insurance, Property, Sales, Training, Management, Customer Satisfaction, Agile & Waterfall..., Agile Testing, Coaching, Quality Assurance, Employee Benefits, Strategy, Microsoft Office, New Business Development, Analysis
Education
Southern NH University 1997 — 2002
Bachelor's degree, Business Studies
Katelyn Bussiere Katelyn Bussiere's Fidelity Investments Experience January 2012 - Present
Job Fund Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
All State Builders January 2008 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Financial Accounting, QuickBooks, PowerPoint, Access, Bloomberg Terminal, Bloomberg, AS400 Administration, Enterprise Software
Education
Southern New Hampshire University 2008 — 2012
Bachelor of Arts (BA), Accounting and Finance
Fidelity Investments January 2012 - Present
All State Builders January 2008 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Financial Accounting, QuickBooks, PowerPoint, Access, Bloomberg Terminal, Bloomberg, AS400 Administration, Enterprise Software
Education
Southern New Hampshire University 2008 — 2012
Bachelor of Arts (BA), Accounting and Finance
Jennifer Flewelling Jennifer Flewelling's Fidelity Investments Experience March 2008 - Present
Job Retirement Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
All-Pro Glass Company, Inc August 1995 - March 2005
O'Connor School Portraits August 1993 - August 1995
Commonweath Thomas, Inc August 1994 - April 1995
Skills
Investments, Retirement, 401k, Pension Administration
Education
Southern New Hampshire University
Bachelor's degree, Accounting and Finance
Fidelity Investments March 2008 - Present
All-Pro Glass Company, Inc August 1995 - March 2005
O'Connor School Portraits August 1993 - August 1995
Commonweath Thomas, Inc August 1994 - April 1995
Skills
Investments, Retirement, 401k, Pension Administration
Education
Southern New Hampshire University
Bachelor's degree, Accounting and Finance
Jennifer Kingston Jennifer Kingston's Fidelity Investments Experience January 2010 - Present
Job Operations Director, Issue Management at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments July 2006 - June 2008
Fidelity Investments July 2001 - May 2006
Fidelity Investments December 1999 - June 2001
Oxford Health Plans 1996 - 1999
Oxford Health Plans September 1996 - December 1997
Marriott at Sawgrass September 1995 - August 1996
Education
Southern New Hampshire University 1998 — 2002
MBA, Business
University of New Hampshire 1991 — 1995
BS, Business Management
Fidelity Investments January 2010 - Present
Fidelity Investments July 2006 - June 2008
Fidelity Investments July 2001 - May 2006
Fidelity Investments December 1999 - June 2001
Oxford Health Plans 1996 - 1999
Oxford Health Plans September 1996 - December 1997
Marriott at Sawgrass September 1995 - August 1996
Education
Southern New Hampshire University 1998 — 2002
MBA, Business
University of New Hampshire 1991 — 1995
BS, Business Management
Earle Goodno Earle Goodno's Fidelity Investments Experience 2003 - 2012
Job Senior Business Applications Analyst, Designer, and Developer
Industry Information Technology and Services
Experience
Electric Insurance May 2013 - August 2014
Fidelity Investments 2003 - 2012
Fidelity Investments 2010 - 2011
Fidelity Investments 2003 - 2009
DST Technologies 2002 - 2003
Bath Iron Works 1994 - 1994
Skills
SDLC, DB2, COBOL, Databases, Systems Analysis, Testing, Business Requirements, Requirements Analysis, Software Project..., JCL, Endevor, Control-M, JAVA, Datacom, TSO/ISPF, FileAid, Applications System..., Mainframe, Requirements Gathering, Program Management, SharePoint, XML, Business Analysis, Software Documentation, Agile Methodologies
Education
Southern New Hampshire University
Masters Degree, Information Technology
University of Oregon
Masters Degree, Music Education
Electric Insurance May 2013 - August 2014
Fidelity Investments 2003 - 2012
Fidelity Investments 2010 - 2011
Fidelity Investments 2003 - 2009
DST Technologies 2002 - 2003
Bath Iron Works 1994 - 1994
Skills
SDLC, DB2, COBOL, Databases, Systems Analysis, Testing, Business Requirements, Requirements Analysis, Software Project..., JCL, Endevor, Control-M, JAVA, Datacom, TSO/ISPF, FileAid, Applications System..., Mainframe, Requirements Gathering, Program Management, SharePoint, XML, Business Analysis, Software Documentation, Agile Methodologies
Education
Southern New Hampshire University
Masters Degree, Information Technology
University of Oregon
Masters Degree, Music Education
Jonathan Ambriano Jonathan Ambriano's Fidelity Investments Experience April 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments August 2013 - April 2014
Fidelity Investments November 2011 - April 2014
Fidelity Investments December 2010 - November 2011
Fidelity Investments April 2010 - December 2010
Fidelity Investments April 2005 - April 2010
Skills
Series 7, Series 63, Equity Trading, Case Managment, 401k, Defined Benefit, Financial Services, Customer Experience
Education
Southern New Hampshire University 2010 — 2012
Bachelor's degree, Business Studies
Fidelity Investments April 2014 - Present
Fidelity Investments August 2013 - April 2014
Fidelity Investments November 2011 - April 2014
Fidelity Investments December 2010 - November 2011
Fidelity Investments April 2010 - December 2010
Fidelity Investments April 2005 - April 2010
Skills
Series 7, Series 63, Equity Trading, Case Managment, 401k, Defined Benefit, Financial Services, Customer Experience
Education
Southern New Hampshire University 2010 — 2012
Bachelor's degree, Business Studies
Irina Biley's Fidelity Investments Experience December 2014 - Present
Job Investment Consultant Nashua branch at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments September 2012 - March 2014
Fidelity Investments August 2011 - October 2012
Fidelity Investments August 2010 - August 2011
Fidelity Investments December 2009 - August 2010
TD January 2007 - December 2009
TD Wealth Management November 2005 - January 2007
Skills
Series 7, Series 63, Life Insurance, Bloomberg, Banking, Series 65, Fixed Annuities, 401k, Retirement Planning, Financial Planning
Education
Southern New Hampshire University 2006 — 2013
Master of Business Administration (MBA)
Fidelity Investments December 2014 - Present
Fidelity Investments September 2012 - March 2014
Fidelity Investments August 2011 - October 2012
Fidelity Investments August 2010 - August 2011
Fidelity Investments December 2009 - August 2010
TD January 2007 - December 2009
TD Wealth Management November 2005 - January 2007
Skills
Series 7, Series 63, Life Insurance, Bloomberg, Banking, Series 65, Fixed Annuities, 401k, Retirement Planning, Financial Planning
Education
Southern New Hampshire University 2006 — 2013
Master of Business Administration (MBA)
Erin Nadeau's Fidelity Investments Experience July 2014 - Present
Job Lead fund accounting analyst at Fidelity investments
Industry Accounting
Experience
Fidelity Investments July 2014 - Present
Fidelity investments May 2008 - July 2014
Education
Southern New Hampshire University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Fidelity Investments July 2014 - Present
Fidelity investments May 2008 - July 2014
Education
Southern New Hampshire University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
kelly farris kelly farris's Fidelity Investments Experience September 2006 - November 2008
Job accounting administrative at Denron Plumbing and HVAC, LLC.
Industry Public Safety
Experience
Denron Plumbing and HVAC, LLC. September 2013 - Present
Occupational Drug Testing May 2011 - March 2013
TD July 2010 - April 2011
Fidelity Investments September 2006 - November 2008
Skills
Microsoft Office, Microsoft Excel, Typing, Multi Tasking, Answering Phones, Customer Service, Supervising, Pharmacy Technicians, Purchase Orders, Cash Management, Result Oriented, Call Centers, Telephone Skills, Accounting
Education
new hampshire technical institute 2013 — 2017
Southern New Hampshire University 2000 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Denron Plumbing and HVAC, LLC. September 2013 - Present
Occupational Drug Testing May 2011 - March 2013
TD July 2010 - April 2011
Fidelity Investments September 2006 - November 2008
Skills
Microsoft Office, Microsoft Excel, Typing, Multi Tasking, Answering Phones, Customer Service, Supervising, Pharmacy Technicians, Purchase Orders, Cash Management, Result Oriented, Call Centers, Telephone Skills, Accounting
Education
new hampshire technical institute 2013 — 2017
Southern New Hampshire University 2000 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Jennifer Parkinson's Fidelity Investments Experience July 2002 - December 2002
Job Telecom Engineer at MITRE
Industry Information Technology and Services
Experience
Southern New Hampshire University 2014 - Present
MITRE January 2003 - Present
Fidelity Investments July 2002 - December 2002
Net2000 2000 - 2001
Arthur D. Little 1999 - 1999
MITRE 1987 - 1999
Skills
Telecommunications, VoIP, Troubleshooting
Education
Southern New Hampshire University 2005 — 2008
Masters, IT
University of Massachusetts Lowell 1991 — 1999
Bachelors, MIS
Avaya
Avaya Certified Support Specialist (ACSS)
Southern New Hampshire University 2014 - Present
MITRE January 2003 - Present
Fidelity Investments July 2002 - December 2002
Net2000 2000 - 2001
Arthur D. Little 1999 - 1999
MITRE 1987 - 1999
Skills
Telecommunications, VoIP, Troubleshooting
Education
Southern New Hampshire University 2005 — 2008
Masters, IT
University of Massachusetts Lowell 1991 — 1999
Bachelors, MIS
Avaya
Avaya Certified Support Specialist (ACSS)
Heather Brouder, CBCP Heather Brouder, CBCP's Fidelity Investments Experience September 2014 - Present
Job Business Continuity / Risk Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Skills
Teamwork, Strategic Thinking, Result Oriented, Risk Management, Process Improvement, Business Analysis, Business Process..., Project Management, Vendor Management, Change Management, Relationship Management, Financial Services, Financial Risk, Employee Benefits, Program Management, Leadership, Management
Education
DRII 2015 — 2015
Certified Business Continuity Planner, Business Continuity / Disaster Recovery
New Hampshire Institute of Therapeutic Arts
Licensed Massage Therapist, Massage Therapy/Therapeutic Massage
Southern NH University
Business Administration
Fidelity Investments September 2014 - Present
Skills
Teamwork, Strategic Thinking, Result Oriented, Risk Management, Process Improvement, Business Analysis, Business Process..., Project Management, Vendor Management, Change Management, Relationship Management, Financial Services, Financial Risk, Employee Benefits, Program Management, Leadership, Management
Education
DRII 2015 — 2015
Certified Business Continuity Planner, Business Continuity / Disaster Recovery
New Hampshire Institute of Therapeutic Arts
Licensed Massage Therapist, Massage Therapy/Therapeutic Massage
Southern NH University
Business Administration
Erin Hett Erin Hett's Fidelity Investments Experience March 2008 - July 2013
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Fidelity Investments March 2008 - July 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Skills
Licensed Life and..., Licensed in Long Term..., Financial Services, Investments, Retirement Planning, 401k Rollovers, Mutual Funds, Term Life Insurance, Whole Life Insurance, Customer Service, Variable Annuities, Fixed Annuities, Gifting Strategies, Relationship Management, Charitable Giving, Networking, Strategy
Education
Southern New Hampshire University 2008 — 2012
Bachelor of Science (BS), Economics Finance, Cum Laude
Timberlane Regional High School
Fidelity Investments March 2008 - July 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Skills
Licensed Life and..., Licensed in Long Term..., Financial Services, Investments, Retirement Planning, 401k Rollovers, Mutual Funds, Term Life Insurance, Whole Life Insurance, Customer Service, Variable Annuities, Fixed Annuities, Gifting Strategies, Relationship Management, Charitable Giving, Networking, Strategy
Education
Southern New Hampshire University 2008 — 2012
Bachelor of Science (BS), Economics Finance, Cum Laude
Timberlane Regional High School
Jason Duckless Jason Duckless's Fidelity Investments Experience May 2012 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
WB MASON COMPANY July 2009 - July 2011
Skills
Financial Planning, Finance
Education
Southern New Hampshire University 2011 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern New Hampshire University 2004 — 2009
Bachelor’s Degree, Business Administration and Management, General
Fidelity Investments May 2012 - Present
WB MASON COMPANY July 2009 - July 2011
Skills
Financial Planning, Finance
Education
Southern New Hampshire University 2011 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern New Hampshire University 2004 — 2009
Bachelor’s Degree, Business Administration and Management, General
David R Lessard, MS's Fidelity Investments Experience 1998 - 1999
Job Project Manager Clinical Operations
Industry Hospital & Health Care
Experience
Core Physicians, LLC November 2014 - Present
Concord Hospital Medical Group May 2014 - November 2014
Core Physicians, LLC October 2011 - May 2014
Foundation Medical Partners March 2007 - July 2011
NH Healthy Kids Corp. October 2003 - May 2006
Elliot Hospital 2001 - 2003
PC Connection, Inc. 1999 - 2001
Fidelity Investments 1998 - 1999
Elliot Hospital 1990 - 1997
Skills
Program Management, Healthcare, Coaching, Administration, EHR, EMR, Human Resources, Hospitals, Customer Service, Nonprofits, Management, Process Improvement, Organizational..., Recruiting, Team Building, Strategic Planning, Project Management, Training, Team Leadership, Operations Management
Education
Southern New Hampshire University 2011 — 2014
Master of Science (MS), Operations and Project Management, CGPA: 4.0
Southern New Hampshire University
Bachelors, Business Studies with Concentration in Business Finance
Core Physicians, LLC November 2014 - Present
Concord Hospital Medical Group May 2014 - November 2014
Core Physicians, LLC October 2011 - May 2014
Foundation Medical Partners March 2007 - July 2011
NH Healthy Kids Corp. October 2003 - May 2006
Elliot Hospital 2001 - 2003
PC Connection, Inc. 1999 - 2001
Fidelity Investments 1998 - 1999
Elliot Hospital 1990 - 1997
Skills
Program Management, Healthcare, Coaching, Administration, EHR, EMR, Human Resources, Hospitals, Customer Service, Nonprofits, Management, Process Improvement, Organizational..., Recruiting, Team Building, Strategic Planning, Project Management, Training, Team Leadership, Operations Management
Education
Southern New Hampshire University 2011 — 2014
Master of Science (MS), Operations and Project Management, CGPA: 4.0
Southern New Hampshire University
Bachelors, Business Studies with Concentration in Business Finance
Edward Masten Edward Masten's Fidelity Investments Experience August 2012 - Present
Job Global Corporate Actions Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
US Army June 2006 - September 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Team Leadership, Time Management, Corporate Actions, Analytics, Collaborative Problem..., Partnership-building, Building Business..., Bloomberg, Research, SharePoint
Education
Southern New Hampshire University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Combat Life Saver Course 2008 — 2008
U.S. Army Field Artillery School 2007 — 2007
MLRS Fire Direction Specialist
Fidelity Investments August 2012 - Present
US Army June 2006 - September 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Team Leadership, Time Management, Corporate Actions, Analytics, Collaborative Problem..., Partnership-building, Building Business..., Bloomberg, Research, SharePoint
Education
Southern New Hampshire University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Combat Life Saver Course 2008 — 2008
U.S. Army Field Artillery School 2007 — 2007
MLRS Fire Direction Specialist
Jill Burns Mitchell Jill Burns Mitchell's Fidelity Investments Experience January 2015 - Present
Job Senior Vendor Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Merrimack Friends & Families June 2013 - Present
Fidelity Investments June 2010 - December 2014
Daniel Webster College January 2009 - June 2010
Fidelity Investments February 2008 - June 2010
Fidelity Investments November 2004 - February 2008
Fidelity Investments May 2003 - November 2004
Boston Red Sox May 2001 - September 2002
Skills
Process Improvement, Vendor Management, Project Management, Microsoft Office, Budgets, Event Planning, System Administration, Workshop Facilitation, Payroll, Analysis, Management, Training, Administration, Marketing, Time Management, Business Analysis
Education
Southern New Hampshire University 2007 — 2008
Masters, Adult Education
Southern New Hampshire University 2005 — 2006
MBA
University of Massachusetts, Amherst 1999 — 2003
BS, Sport Management
Fidelity Investments January 2015 - Present
Merrimack Friends & Families June 2013 - Present
Fidelity Investments June 2010 - December 2014
Daniel Webster College January 2009 - June 2010
Fidelity Investments February 2008 - June 2010
Fidelity Investments November 2004 - February 2008
Fidelity Investments May 2003 - November 2004
Boston Red Sox May 2001 - September 2002
Skills
Process Improvement, Vendor Management, Project Management, Microsoft Office, Budgets, Event Planning, System Administration, Workshop Facilitation, Payroll, Analysis, Management, Training, Administration, Marketing, Time Management, Business Analysis
Education
Southern New Hampshire University 2007 — 2008
Masters, Adult Education
Southern New Hampshire University 2005 — 2006
MBA
University of Massachusetts, Amherst 1999 — 2003
BS, Sport Management
Jonathan Breault, MBA Jonathan Breault, MBA's Fidelity Investments Experience August 2004 - April 2005
Job Regional Enterprise Account Executive at Billtrust, SaaS Billing, Payments & Cash Application Solutions
Industry Information Technology and Services
Experience
Billtrust September 2015 - Present
CCH, A Wolters Kluwer business November 2013 - August 2015
Bloomberg BNA July 2012 - October 2013
Paychex March 2007 - June 2012
Fidelity Investments August 2004 - April 2005
Skills
Sales Process, Building Relationships, Solution Selling, Direct Sales, Sales Presentations, Benefits Administration, Customer Service, Employee Relations, Coaching, Workers Compensation, Salesforce.com, Human Resources, Client Rapport, Sales Tax, Tax Law, Tax Accounting, International Tax, Payroll, Payroll Taxes, Contract Negotiation, Social Networking, Forecasting, Negotiation, Deal Closure, Networking, Qualifying Prospects, CRM, Time Management, Customer Retention, Selling, Sales Operations, Accounting, Lead Generation, Customer Satisfaction, Leadership, SaaS, Tax, Product Marketing, Business Strategy, Analysis, Sales
Education
Southern New Hampshire University 2002 — 2003
MBA, Business Administration
Southern New Hampshire University 1998 — 2002
B.S. in Sport Management, Sport Management
Billtrust September 2015 - Present
CCH, A Wolters Kluwer business November 2013 - August 2015
Bloomberg BNA July 2012 - October 2013
Paychex March 2007 - June 2012
Fidelity Investments August 2004 - April 2005
Skills
Sales Process, Building Relationships, Solution Selling, Direct Sales, Sales Presentations, Benefits Administration, Customer Service, Employee Relations, Coaching, Workers Compensation, Salesforce.com, Human Resources, Client Rapport, Sales Tax, Tax Law, Tax Accounting, International Tax, Payroll, Payroll Taxes, Contract Negotiation, Social Networking, Forecasting, Negotiation, Deal Closure, Networking, Qualifying Prospects, CRM, Time Management, Customer Retention, Selling, Sales Operations, Accounting, Lead Generation, Customer Satisfaction, Leadership, SaaS, Tax, Product Marketing, Business Strategy, Analysis, Sales
Education
Southern New Hampshire University 2002 — 2003
MBA, Business Administration
Southern New Hampshire University 1998 — 2002
B.S. in Sport Management, Sport Management
Keith Girouard Keith Girouard's Fidelity Investments Experience September 2004 - February 2009
Job Information Data Specialist at Choicelinx
Industry Computer Software
Experience
Choicelinx June 2014 - Present
Choicelinx January 2012 - June 2014
Choicelinx July 2011 - January 2012
Unifund LLC March 2009 - July 2011
Fidelity Investments September 2004 - February 2009
Skills
Lotus Notes, Business Process..., Project Management, SQL, Business Requirements, Microsoft Office, Quality Assurance, CodeWright, Employee Benefits, Data Analysis, HRIS, MS Project, Access, Benefits Administration, SharePoint, Analysis, Training, CRM
Education
Southern New Hampshire University 2000 — 2004
Bachelors, Business Administration
Choicelinx June 2014 - Present
Choicelinx January 2012 - June 2014
Choicelinx July 2011 - January 2012
Unifund LLC March 2009 - July 2011
Fidelity Investments September 2004 - February 2009
Skills
Lotus Notes, Business Process..., Project Management, SQL, Business Requirements, Microsoft Office, Quality Assurance, CodeWright, Employee Benefits, Data Analysis, HRIS, MS Project, Access, Benefits Administration, SharePoint, Analysis, Training, CRM
Education
Southern New Hampshire University 2000 — 2004
Bachelors, Business Administration
Karen Leneweaver Karen Leneweaver's Fidelity Investments Experience 2004 - 2009
Job Customer Master Data Analyst at Clean Harbors
Industry Environmental Services
Experience
Clean Harbors January 2015 - Present
Clean Harbors October 2011 - January 2015
Smiths Medical March 2009 - August 2011
Smiths Medical March 2009 - August 2010
Fidelity Investments 2004 - 2009
Linedata 2002 - 2005
Senior Tour Players 2000 - 2002
Skills
Human Resources, HRIS, Training, Talent Acquisition, Recruiting, Employee Relations, Employee Engagement, Employee Benefits, Leadership Development, Onboarding, Performance Management, Payroll, Succession Planning, Applicant Tracking..., Strategic Planning, Team Building, New Hire Orientations, Microsoft Excel, Outlook, Microsoft Office, HR Policies, PeopleSoft, Interviews, Microsoft Word, Social Media, Internal Staffing, PeopleFluent
Education
Southern New Hampshire University 1995 — 1999
Bachelors of Science, Marketing/Sports Management
Clean Harbors January 2015 - Present
Clean Harbors October 2011 - January 2015
Smiths Medical March 2009 - August 2011
Smiths Medical March 2009 - August 2010
Fidelity Investments 2004 - 2009
Linedata 2002 - 2005
Senior Tour Players 2000 - 2002
Skills
Human Resources, HRIS, Training, Talent Acquisition, Recruiting, Employee Relations, Employee Engagement, Employee Benefits, Leadership Development, Onboarding, Performance Management, Payroll, Succession Planning, Applicant Tracking..., Strategic Planning, Team Building, New Hire Orientations, Microsoft Excel, Outlook, Microsoft Office, HR Policies, PeopleSoft, Interviews, Microsoft Word, Social Media, Internal Staffing, PeopleFluent
Education
Southern New Hampshire University 1995 — 1999
Bachelors of Science, Marketing/Sports Management
Deborah Duhaime Deborah Duhaime's Fidelity Investments Experience October 2005 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
Fidelity Employer Services Company 1998 - December 2008
Fidelity HR Services 2003 - 2008
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, PMP, PMO, Vendor Management, Software Documentation, Project Management, Project Portfolio..., Quality Assurance, Business Process..., Process Improvement, Outsourcing, Agile Methodologies, Software Project..., Program Management, Resource Management, Project Delivery, Business Process, IT Strategy, MS Project, Systems Analysis, Risk Management
Education
Southern NH University 1975 — 1977
Associates Degree, Business Management
Fidelity Investments October 2005 - Present
Fidelity Employer Services Company 1998 - December 2008
Fidelity HR Services 2003 - 2008
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, PMP, PMO, Vendor Management, Software Documentation, Project Management, Project Portfolio..., Quality Assurance, Business Process..., Process Improvement, Outsourcing, Agile Methodologies, Software Project..., Program Management, Resource Management, Project Delivery, Business Process, IT Strategy, MS Project, Systems Analysis, Risk Management
Education
Southern NH University 1975 — 1977
Associates Degree, Business Management
Jamie Waterman Jamie Waterman's Fidelity Investments Experience August 1999 - Present
Job Senior Web Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 1999 - Present
Compaq Computer (Acquired by Hewlett Packard) August 1984 - April 1999
Education
Southern New Hampshire University 1986 — 1991
Fidelity Investments August 1999 - Present
Compaq Computer (Acquired by Hewlett Packard) August 1984 - April 1999
Education
Southern New Hampshire University 1986 — 1991
Jared Talbot, MBA Jared Talbot, MBA's Fidelity Investments Experience March 2010 - March 2015
Job IT Project Manager at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance March 2015 - Present
Fidelity Investments March 2010 - March 2015
Fidelity Investments July 2007 - March 2010
Fidelity Investments March 2004 - June 2007
Skills
Six Sigma, Project Management, Business Analysis, Business Process..., Process Design, Business Strategy, Microsoft Office, Team Leadership, Situational Leadership, Process Optimization, Business Process, Business Process Design, Process Improvement
Education
Southern New Hampshire University 2011 — 2014
Master of Business Administration (MBA), Emerging Markets, 3.94
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Liberty Mutual Insurance March 2015 - Present
Fidelity Investments March 2010 - March 2015
Fidelity Investments July 2007 - March 2010
Fidelity Investments March 2004 - June 2007
Skills
Six Sigma, Project Management, Business Analysis, Business Process..., Process Design, Business Strategy, Microsoft Office, Team Leadership, Situational Leadership, Process Optimization, Business Process, Business Process Design, Process Improvement
Education
Southern New Hampshire University 2011 — 2014
Master of Business Administration (MBA), Emerging Markets, 3.94
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Janine Houle's Fidelity Investments Experience September 2007 - Present
Job Senior Fund Accounting Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments September 2007 - Present
Schleuniger, Inc. May 2007 - August 2007
Thermofisher Scientific April 2007 - May 2007
Skills
Fund Accounting, Account Reconciliation, Accounting, Financial Reporting, General Ledger, Financial Accounting, Financial Analysis, Auditing, Mutual Funds, Accounts Payable, Bloomberg, Accounts Receivable, Cash Management, Corporate Finance, Bloomberg Terminal
Education
Southern New Hampshire University 2004 — 2006
Bachelor of Applied Science (BASc), Accounting
New Hampshire Community Technical Colelge 2002 — 2005
Associate of Science (A.S.), Accounting
Fidelity Investments September 2007 - Present
Schleuniger, Inc. May 2007 - August 2007
Thermofisher Scientific April 2007 - May 2007
Skills
Fund Accounting, Account Reconciliation, Accounting, Financial Reporting, General Ledger, Financial Accounting, Financial Analysis, Auditing, Mutual Funds, Accounts Payable, Bloomberg, Accounts Receivable, Cash Management, Corporate Finance, Bloomberg Terminal
Education
Southern New Hampshire University 2004 — 2006
Bachelor of Applied Science (BASc), Accounting
New Hampshire Community Technical Colelge 2002 — 2005
Associate of Science (A.S.), Accounting
James Lecourt's Fidelity Investments Experience July 2012 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments January 2009 - June 2011
Fidelity Investments 2004 - January 2009
US Filter July 2001 - November 2004
Skills
Business Analysis, Process Improvement, Visio, Management, Leadership, Analysis, Payroll, Oracle, Business Requirements
Education
Southern New Hampshire University 2000 — 2003
Bachelor of Science, Business Administration – Accounting Concentration
Fidelity Investments July 2012 - Present
Fidelity Investments January 2009 - June 2011
Fidelity Investments 2004 - January 2009
US Filter July 2001 - November 2004
Skills
Business Analysis, Process Improvement, Visio, Management, Leadership, Analysis, Payroll, Oracle, Business Requirements
Education
Southern New Hampshire University 2000 — 2003
Bachelor of Science, Business Administration – Accounting Concentration
Irina Dupuis, CFP®, MBA's Fidelity Investments Experience November 2009 - Present
Job at Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
Colorado Technical University June 2009 - May 2012
Fidelity Investments January 2004 - November 2009
St Marys Bank January 2000 - May 2003
Fleet Bank February 1999 - December 2000
Skills
Insurance, Series 7, Financial Analysis, Financial Planning, Financial Services, Investments, Mortgage Lending, Mutual Funds, Portfolio Management, Project Planning, Retirement Planning, Risk Management, Sales, Series 63, Strategic Financial...
Education
University of New Hampshire 2002 — 2005
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2005
Southern New Hampshire University 1999 — 2002
B.S., International Business
lyceum 1535
Fidelity Investments November 2009 - Present
Colorado Technical University June 2009 - May 2012
Fidelity Investments January 2004 - November 2009
St Marys Bank January 2000 - May 2003
Fleet Bank February 1999 - December 2000
Skills
Insurance, Series 7, Financial Analysis, Financial Planning, Financial Services, Investments, Mortgage Lending, Mutual Funds, Portfolio Management, Project Planning, Retirement Planning, Risk Management, Sales, Series 63, Strategic Financial...
Education
University of New Hampshire 2002 — 2005
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2005
Southern New Hampshire University 1999 — 2002
B.S., International Business
lyceum 1535
Irving Lopez's Fidelity Investments Experience April 2014 - Present
Job Senior Manager Software Engineering / Dev.
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments December 2010 - April 2014
Fidelity Investments April 2008 - January 2010
Fidelity Investments October 2006 - April 2008
Interactive Data Corp. August 2004 - October 2006
Pioneer Investments March 2001 - August 2004
Skills
Market Data, Analysis, Financial Services, Data Analysis, Fixed Income, Investments, IT Strategy, Equities, Vendor Management, Bloomberg, Mutual Funds, FX Options, Trading, Options, Asset Management, Corporate Actions, Financial Markets, Requirements Gathering, Production Support, Incident Management, ITIL, Back Office, Trading Systems
Education
Southern NH University
Organizational Leadership
Fidelity Investments April 2014 - Present
Fidelity Investments December 2010 - April 2014
Fidelity Investments April 2008 - January 2010
Fidelity Investments October 2006 - April 2008
Interactive Data Corp. August 2004 - October 2006
Pioneer Investments March 2001 - August 2004
Skills
Market Data, Analysis, Financial Services, Data Analysis, Fixed Income, Investments, IT Strategy, Equities, Vendor Management, Bloomberg, Mutual Funds, FX Options, Trading, Options, Asset Management, Corporate Actions, Financial Markets, Requirements Gathering, Production Support, Incident Management, ITIL, Back Office, Trading Systems
Education
Southern NH University
Organizational Leadership
Glen Sutton's Fidelity Investments Experience May 2002 - September 2014
Job Equity Compensation Consultant at Stock & Option Solutions
Industry Financial Services
Experience
Stock & Option Solutions December 2014 - Present
Fidelity Investments May 2002 - September 2014
Fidelity Investments 2002 - 2008
Fidelity Investments August 2001 - May 2002
Fidelity Investments January 1999 - August 2001
Fidelity Investments June 1998 - January 1999
Skills
Project Management, Relationship Management, Contract Management, Contract Negotiation, Strategic Planning, Sales, Salesforce.com, Financial Services, Equities, Strategy, Investments, Management, Leadership, Series 7, Process Improvement, Cross-functional Team..., Mutual Funds, Risk Management, Vendor Management
Education
Southern New Hampshire University 1995 — 2000
Bachelor of Science (BS), Finance
Pinkerton Academy
Stock & Option Solutions December 2014 - Present
Fidelity Investments May 2002 - September 2014
Fidelity Investments 2002 - 2008
Fidelity Investments August 2001 - May 2002
Fidelity Investments January 1999 - August 2001
Fidelity Investments June 1998 - January 1999
Skills
Project Management, Relationship Management, Contract Management, Contract Negotiation, Strategic Planning, Sales, Salesforce.com, Financial Services, Equities, Strategy, Investments, Management, Leadership, Series 7, Process Improvement, Cross-functional Team..., Mutual Funds, Risk Management, Vendor Management
Education
Southern New Hampshire University 1995 — 2000
Bachelor of Science (BS), Finance
Pinkerton Academy
Erica Hunzelman's Fidelity Investments Experience September 2000 - Present
Job Senior QA Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2000 - Present
Skills
Agile Methodologies, SDLC, Software Quality..., Software Project..., Requirements Analysis, Test Planning, Unix, User Acceptance Testing, Quality Center, Test Automation, Test Management, Testing, QTP, Waterfall, Agile Project Management, Quality Assurance
Education
Southern NH University 2009 — 2011
Bachelors, Business Administration
University of New Hampshire 1997 — 1999
Associates, Business Management
Fidelity Investments September 2000 - Present
Skills
Agile Methodologies, SDLC, Software Quality..., Software Project..., Requirements Analysis, Test Planning, Unix, User Acceptance Testing, Quality Center, Test Automation, Test Management, Testing, QTP, Waterfall, Agile Project Management, Quality Assurance
Education
Southern NH University 2009 — 2011
Bachelors, Business Administration
University of New Hampshire 1997 — 1999
Associates, Business Management
Fazilet Atli's Fidelity Investments Experience October 2010 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments March 2010 - October 2010
Fidelity Investments March 2008 - March 2010
Fidelity Investments 2008 - 2010
Fidelity Investments March 2007 - March 2008
Fidelity Investments March 2006 - March 2008
Fidelity Investments 2007 - 2008
Fidelity Investments October 2007 - December 2007
Fidelity Investments June 2005 - March 2007
Fidelity Investments July 2003 - January 2005
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, FINRA, Retirement, Investments, Equities, 401k, Series 9/10, Estate Planning, Portfolio Management, Series 65, Securities, Uniform Combined State...
Education
Southern New Hampshire University 1998 — 2004
Master's in Business Education
Southern New Hampshire University
Bachelors of Science Degree, Marketing/Advertising
Fidelity Investments October 2010 - Present
Fidelity Investments March 2010 - October 2010
Fidelity Investments March 2008 - March 2010
Fidelity Investments 2008 - 2010
Fidelity Investments March 2007 - March 2008
Fidelity Investments March 2006 - March 2008
Fidelity Investments 2007 - 2008
Fidelity Investments October 2007 - December 2007
Fidelity Investments June 2005 - March 2007
Fidelity Investments July 2003 - January 2005
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, FINRA, Retirement, Investments, Equities, 401k, Series 9/10, Estate Planning, Portfolio Management, Series 65, Securities, Uniform Combined State...
Education
Southern New Hampshire University 1998 — 2004
Master's in Business Education
Southern New Hampshire University
Bachelors of Science Degree, Marketing/Advertising
Jon-Matthew Funiciella's Fidelity Investments Experience May 2007 - Present
Job Pension at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Education
Southern New Hampshire University 2002 — 2007
Fidelity Investments May 2007 - Present
Education
Southern New Hampshire University 2002 — 2007
Frank Losapio's Fidelity Investments Experience
Job Program Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments
Skills
Business Analysis, Cross-functional Team..., MS Project, Product Management, Program Management, Project Portfolio..., SDLC, Software Project..., Requirements Analysis, Vendor Management, PMO
Education
Southern New Hampshire University 1985 — 1989
Fidelity Investments
Skills
Business Analysis, Cross-functional Team..., MS Project, Product Management, Program Management, Project Portfolio..., SDLC, Software Project..., Requirements Analysis, Vendor Management, PMO
Education
Southern New Hampshire University 1985 — 1989
Judi (Simoneau) Lavallee's Fidelity Investments Experience June 1999 - January 2007
Job Requirements Analysis, Application Design, Database Solutions
Industry Information Technology and Services
Experience
Health Dialog January 2012 - Present
Health Dialog May 2007 - December 2011
Fidelity Investments June 1999 - January 2007
Blue Cross Blue Shield of New Hampshire April 1998 - June 1999
Matthew Thornton Health Plan September 1995 - April 1998
Matthew Thornton Health Plan June 1994 - September 1995
Department of Veterans Affairs December 1991 - June 1994
Department of Veterans Affairs March 1991 - December 1991
Skills
Leadership, Requirements Gathering, User Acceptance Testing, SDLC, Visio, Requirements Analysis, Business Analysis, Business Requirements, Waterfall, Agile Methodologies, SharePoint, Functional..., SAS, Data Analysis, Software Project..., MS Project, Analytics, Software Documentation, Cross-functional Team..., Management, Oracle, Crystal Reports, Databases, Project Management, Process Improvement, Business Intelligence, SQL, Data Warehousing, Analysis, Software Development, Program Management, Business Process, Strategy, Data Modeling, Systems Analysis
Education
Southern New Hampshire University 2000 — 2004
M.B.A
Notre Dame College 1991 — 1993
B.A., Paralegal Studies, Human Resources Management
Coastal Carolina Community College 1987 — 1990
A.A.S., Paralegal Technology
Health Dialog January 2012 - Present
Health Dialog May 2007 - December 2011
Fidelity Investments June 1999 - January 2007
Blue Cross Blue Shield of New Hampshire April 1998 - June 1999
Matthew Thornton Health Plan September 1995 - April 1998
Matthew Thornton Health Plan June 1994 - September 1995
Department of Veterans Affairs December 1991 - June 1994
Department of Veterans Affairs March 1991 - December 1991
Skills
Leadership, Requirements Gathering, User Acceptance Testing, SDLC, Visio, Requirements Analysis, Business Analysis, Business Requirements, Waterfall, Agile Methodologies, SharePoint, Functional..., SAS, Data Analysis, Software Project..., MS Project, Analytics, Software Documentation, Cross-functional Team..., Management, Oracle, Crystal Reports, Databases, Project Management, Process Improvement, Business Intelligence, SQL, Data Warehousing, Analysis, Software Development, Program Management, Business Process, Strategy, Data Modeling, Systems Analysis
Education
Southern New Hampshire University 2000 — 2004
M.B.A
Notre Dame College 1991 — 1993
B.A., Paralegal Studies, Human Resources Management
Coastal Carolina Community College 1987 — 1990
A.A.S., Paralegal Technology
Gretchen Whiting's Fidelity Investments Experience March 2008 - February 2009
Job Global Process Management Lead at John Hancock Financial Services / Manulife Financial
Industry Information Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2013
John Hancock through TEKsystems December 2009 - June 2011
Fidelity Investments March 2008 - February 2009
Fidelity August 2004 - March 2008
BMB Associates, Inc. @ Muro Pharmaceutical, Inc. August 1994 - July 2004
Skills
Management, Vendor Management, Time Management, SDLC, Business Analysis
Education
Southern New Hampshire University 1987 — 1991
Lansdowne College 1990 — 1990
UK History, UK Politics, UK Literature, UK Arts
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2013
John Hancock through TEKsystems December 2009 - June 2011
Fidelity Investments March 2008 - February 2009
Fidelity August 2004 - March 2008
BMB Associates, Inc. @ Muro Pharmaceutical, Inc. August 1994 - July 2004
Skills
Management, Vendor Management, Time Management, SDLC, Business Analysis
Education
Southern New Hampshire University 1987 — 1991
Lansdowne College 1990 — 1990
UK History, UK Politics, UK Literature, UK Arts
Gary Hamer's Fidelity Investments Experience May 2001 - June 2008
Job Marine Operations Manager Hanover Insurance Company
Industry Financial Services
Experience
The Hanover Insurance Group July 2008 - Present
Fidelity Investments May 2001 - June 2008
AMS Holdings Group June 2000 - May 2001
Oxford Health Plans June 1994 - June 2000
ISI Systems September 1993 - June 1994
Home Insurance Companies June 1979 - August 1993
Education
Southern New Hampshire University 1990 — 1993
BA, Business Administration
University of New Hampshire 1977 — 1979
The Hanover Insurance Group July 2008 - Present
Fidelity Investments May 2001 - June 2008
AMS Holdings Group June 2000 - May 2001
Oxford Health Plans June 1994 - June 2000
ISI Systems September 1993 - June 1994
Home Insurance Companies June 1979 - August 1993
Education
Southern New Hampshire University 1990 — 1993
BA, Business Administration
University of New Hampshire 1977 — 1979
Gina Poole's Fidelity Investments Experience July 2013 - 2015
Job Sr. Operations Manager at Choicelinx
Industry Health, Wellness and Fitness
Experience
Choicelinx January 2015 - Present
Fidelity Investments July 2013 - 2015
Fidelity Investments July 2006 - July 2013
Fidelity Investments 2000 - 2006
CIGNA Healthcare March 1998 - August 2000
Skills
Agile Methodologies, Oracle, Databases, Enterprise Software, Solaris, SDLC, DB2, Process Improvement, Websphere, Solaris, AIX, Linux,..., Sybase Adaptive Server,..., Unix Shell Scripting,..., Control-M, Actuate..., Requirements Analysis, Business Analysis, Software Project..., Unix, SQL, Microsoft SQL Server, Enterprise Architecture, Software Development, Project Management, Vendor Management, Integration, Program Management, Leadership, Visio, Requirements Gathering, Systems Analysis, Disaster Recovery, Testing, Data Warehousing, SOA
Education
Southern New Hampshire University 2006 — 2008
Bachelor's Degree, Computer Science
Choicelinx January 2015 - Present
Fidelity Investments July 2013 - 2015
Fidelity Investments July 2006 - July 2013
Fidelity Investments 2000 - 2006
CIGNA Healthcare March 1998 - August 2000
Skills
Agile Methodologies, Oracle, Databases, Enterprise Software, Solaris, SDLC, DB2, Process Improvement, Websphere, Solaris, AIX, Linux,..., Sybase Adaptive Server,..., Unix Shell Scripting,..., Control-M, Actuate..., Requirements Analysis, Business Analysis, Software Project..., Unix, SQL, Microsoft SQL Server, Enterprise Architecture, Software Development, Project Management, Vendor Management, Integration, Program Management, Leadership, Visio, Requirements Gathering, Systems Analysis, Disaster Recovery, Testing, Data Warehousing, SOA
Education
Southern New Hampshire University 2006 — 2008
Bachelor's Degree, Computer Science
Diana Howe's Fidelity Investments Experience August 1998 - December 2013
Job Project Management
Industry Human Resources
Experience
Fidelity Investments August 1998 - December 2013
Oasis Imaging Products February 1996 - February 1998
The Flatley Company January 1989 - January 1996
Skills
SDLC, Vendor Management, Business Analysis, Software Project..., Program Management, Process Improvement, Visio, Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Business Process..., Agile Project Management, Waterfall, Change Management, Talent Management, Performance Management, Learning Management..., Accounts Payable, Accounts Receivable, Payroll, General Ledger, Account Reconciliation
Education
Southern New Hampshire University 1984 — 1988
Bachelor of Science (B.S.), Hospitality / Business Management
Fidelity Investments August 1998 - December 2013
Oasis Imaging Products February 1996 - February 1998
The Flatley Company January 1989 - January 1996
Skills
SDLC, Vendor Management, Business Analysis, Software Project..., Program Management, Process Improvement, Visio, Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Business Process..., Agile Project Management, Waterfall, Change Management, Talent Management, Performance Management, Learning Management..., Accounts Payable, Accounts Receivable, Payroll, General Ledger, Account Reconciliation
Education
Southern New Hampshire University 1984 — 1988
Bachelor of Science (B.S.), Hospitality / Business Management
Harrin Zieve's Fidelity Investments Experience March 2014 - Present
Job Senior Project Manager/Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments 2007 - 2014
Interactive Data Corporation 2001 - 2007
Massachusetts Youth Leadership Foundation (MassSTAR) 2002 - 2003
Skills
Training, Organizational..., Leadership Development, Performance Management, Coaching, Change Management, Process Improvement, Project Management, Workshop Facilitation, Captivate, Instructional Design, Team Building, ADDIE, Agile Methodologies, Agile Project Management
Education
Southern New Hampshire University 2008 — 2011
MBE, Business Education
University of Vermont 1985 — 1990
Bachelor of Arts
Fidelity Investments March 2014 - Present
Fidelity Investments 2007 - 2014
Interactive Data Corporation 2001 - 2007
Massachusetts Youth Leadership Foundation (MassSTAR) 2002 - 2003
Skills
Training, Organizational..., Leadership Development, Performance Management, Coaching, Change Management, Process Improvement, Project Management, Workshop Facilitation, Captivate, Instructional Design, Team Building, ADDIE, Agile Methodologies, Agile Project Management
Education
Southern New Hampshire University 2008 — 2011
MBE, Business Education
University of Vermont 1985 — 1990
Bachelor of Arts
Jolene Neri's Fidelity Investments Experience June 2013 - Present
Job Sr Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments January 2003 - Present
Granite State Management & Resources 1997 - 2000
Skills
Software Project..., Requirements Analysis, Requirements Gathering, User Acceptance Testing, Systems Analysis, MS Project, Testing, Vendor Management
Education
Southern New Hampshire University 1991 — 1995
Fidelity Investments June 2013 - Present
Fidelity Investments January 2003 - Present
Granite State Management & Resources 1997 - 2000
Skills
Software Project..., Requirements Analysis, Requirements Gathering, User Acceptance Testing, Systems Analysis, MS Project, Testing, Vendor Management
Education
Southern New Hampshire University 1991 — 1995
Jyoti Patel's Fidelity Investments Experience December 1998 - August 2005
Job Social Impact Investments
Industry Financial Services
Experience
Habitat for Humanity International June 2012 - Present
Independent Company February 2010 - May 2012
ACCION International July 2008 - January 2010
Freddie Mac August 2007 - April 2008
Nuveen Investments July 2006 - July 2007
Putnam Investments August 2005 - April 2006
Fidelity Investments December 1998 - August 2005
Skills
Portfolio Management, Valuation, Investments, Equities, Financial Analysis, Risk Management, Due Diligence, Financial Risk, Emerging Markets, Finance, Strategy, Fixed Income, Mutual Funds, Credit, Alternative Investments, Analysis, Trading, Securities, Forecasting, Financial Services
Education
Southern New Hampshire University 1994 — 1996
M.S., International Business and Finance
University of Mumbai
Bachelors / Masters, Business and Finance
Habitat for Humanity International June 2012 - Present
Independent Company February 2010 - May 2012
ACCION International July 2008 - January 2010
Freddie Mac August 2007 - April 2008
Nuveen Investments July 2006 - July 2007
Putnam Investments August 2005 - April 2006
Fidelity Investments December 1998 - August 2005
Skills
Portfolio Management, Valuation, Investments, Equities, Financial Analysis, Risk Management, Due Diligence, Financial Risk, Emerging Markets, Finance, Strategy, Fixed Income, Mutual Funds, Credit, Alternative Investments, Analysis, Trading, Securities, Forecasting, Financial Services
Education
Southern New Hampshire University 1994 — 1996
M.S., International Business and Finance
University of Mumbai
Bachelors / Masters, Business and Finance
Karen Leneweaver's Fidelity Investments Experience June 2005 - Present
Job Assistant to Senior Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
Linedata Services August 2002 - June 2005
Northeast Elite Hockey/Rob Barletta Hockey School February 2002 - August 2002
Senior Tour Players, Inc. May 2000 - April 2002
Education
Southern New Hampshire University 1995 — 1999
BS, Sports Management & Marketing
Fidelity Investments June 2005 - Present
Linedata Services August 2002 - June 2005
Northeast Elite Hockey/Rob Barletta Hockey School February 2002 - August 2002
Senior Tour Players, Inc. May 2000 - April 2002
Education
Southern New Hampshire University 1995 — 1999
BS, Sports Management & Marketing
Denise Sirola's Fidelity Investments Experience February 1998 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1998 - Present
FIT 1997 - Present
FPCMS 1998 - 2006
Skills
SDLC, Business Analysis, Software Project..., Agile Methodologies
Education
Southern New Hampshire University 1994 — 1997
Fidelity Investments February 1998 - Present
FIT 1997 - Present
FPCMS 1998 - 2006
Skills
SDLC, Business Analysis, Software Project..., Agile Methodologies
Education
Southern New Hampshire University 1994 — 1997
Jim Ehlinger's Fidelity Investments Experience March 1999 - Present
Job Sr. Risk Manager, Risk Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1999 - Present
New Hampshire Employment Security August 1996 - March 1999
Skills
Employee Benefits, Interviews, Financial Services, Risk Management, Mutual Funds, Financial Risk, Securities, Series 63, Retirement, Series 7
Education
Southern New Hampshire University 1996 — 1998
B.S, Business Finance
Fidelity Investments March 1999 - Present
New Hampshire Employment Security August 1996 - March 1999
Skills
Employee Benefits, Interviews, Financial Services, Risk Management, Mutual Funds, Financial Risk, Securities, Series 63, Retirement, Series 7
Education
Southern New Hampshire University 1996 — 1998
B.S, Business Finance
Jason Pennino's Fidelity Investments Experience January 2007 - December 2008
Job Financial Specialist with United States Air Force
Industry Financial Services
Experience
United States Air Force April 2009 - Present
Fidelity Investments January 2007 - December 2008
Fidelity Investments 2002 - 2008
Staples June 1999 - June 2000
Skills
Accounting, Mutual Funds, Finance, Program Management, Management, Talent Developer, Recruiting, Interviews, Cost, Air Force, DoD, Budget Forecasts, Security Clearance, Analysis, Business Analysis, Budgets, Human Resources, Risk Management
Education
Southern New Hampshire University 2005 — 2009
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
United States Air Force April 2009 - Present
Fidelity Investments January 2007 - December 2008
Fidelity Investments 2002 - 2008
Staples June 1999 - June 2000
Skills
Accounting, Mutual Funds, Finance, Program Management, Management, Talent Developer, Recruiting, Interviews, Cost, Air Force, DoD, Budget Forecasts, Security Clearance, Analysis, Business Analysis, Budgets, Human Resources, Risk Management
Education
Southern New Hampshire University 2005 — 2009
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
Jessica Vanderputten's Fidelity Investments Experience February 2005 - Present
Job Portfolio Advisory Services Senior Manager
Industry Financial Services
Experience
Fidelity Investments February 2005 - Present
Fidelity Investments July 2013 - February 2015
Skills
Series 63, Mutual Funds, Series 7, Customer Service, Financial Services, Leadership, Retirement Planning, Investments, Financial Planning, Microsoft Office
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.)
Fidelity Investments February 2005 - Present
Fidelity Investments July 2013 - February 2015
Skills
Series 63, Mutual Funds, Series 7, Customer Service, Financial Services, Leadership, Retirement Planning, Investments, Financial Planning, Microsoft Office
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.)
Dru Warren's Fidelity Investments Experience December 1989 - Present
Job Vice President, Managing Director: Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1989 - Present
Skills
Mutual Funds, Relationship Management, Financial Services, Series 63, Investments, 401k, Retirement
Education
Business
BS, Business Management
Southern New Hampshire University
Bachelor's degree, Business Administration and Management, General
Fidelity Investments December 1989 - Present
Skills
Mutual Funds, Relationship Management, Financial Services, Series 63, Investments, 401k, Retirement
Education
Business
BS, Business Management
Southern New Hampshire University
Bachelor's degree, Business Administration and Management, General
Gayle Greenlaw's Fidelity Investments Experience August 2004 - March 2007
Job HR Operations Manager at K12
Industry E-Learning
Experience
K12 September 2015 - Present
K12 May 2014 - Present
Graham Holdings June 2010 - May 2014
Howard Hughes Medical Institute March 2007 - May 2010
Fidelity Investments August 2004 - March 2007
Skills
Benefits Administration, Employee Benefits, PeopleSoft, HRIS, Onboarding, New Hire Orientations, COBRA, HR Policies, Human Resources, FMLA, Talent Acquisition, Management, Applicant Tracking..., Training
Education
University of Maryland University College 2008 — 2011
Master of Science, Management/HR Management
Southern New Hampshire University 1998 — 2000
Bachelor of Science, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1997
Bachelor of Science, Business Administration
K12 September 2015 - Present
K12 May 2014 - Present
Graham Holdings June 2010 - May 2014
Howard Hughes Medical Institute March 2007 - May 2010
Fidelity Investments August 2004 - March 2007
Skills
Benefits Administration, Employee Benefits, PeopleSoft, HRIS, Onboarding, New Hire Orientations, COBRA, HR Policies, Human Resources, FMLA, Talent Acquisition, Management, Applicant Tracking..., Training
Education
University of Maryland University College 2008 — 2011
Master of Science, Management/HR Management
Southern New Hampshire University 1998 — 2000
Bachelor of Science, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1997
Bachelor of Science, Business Administration
Joanne (Irving) Johnson's Fidelity Investments Experience 2004 - 2008
Job Manager, Account Installation at Choicelinx Corporation / CIGNA Healthcare
Industry Computer Software
Experience
Choicelinx Corporation / CIGNA Healthcare August 2013 - Present
Fidelity Investments 2004 - 2008
Fidelity Investments December 2010 - April 2013
Fidelity Investments January 2009 - December 2010
Fidelity Investments 2004 - 2006
Moore October 2000 - January 2004
PEP Direct May 1987 - October 2000
Kollsman 1984 - 1987
Education
Southern New Hampshire University
Master of Business Administration (MBA), Decision Support Systems
Southern New Hampshire University
Bachelor's of Science, Managment Information Systems (MIS)
Choicelinx Corporation / CIGNA Healthcare August 2013 - Present
Fidelity Investments 2004 - 2008
Fidelity Investments December 2010 - April 2013
Fidelity Investments January 2009 - December 2010
Fidelity Investments 2004 - 2006
Moore October 2000 - January 2004
PEP Direct May 1987 - October 2000
Kollsman 1984 - 1987
Education
Southern New Hampshire University
Master of Business Administration (MBA), Decision Support Systems
Southern New Hampshire University
Bachelor's of Science, Managment Information Systems (MIS)
John P. Fredette, CFA's Fidelity Investments Experience January 2006 - December 2010
Job VP Portfolio Manager at Piscataqua Savings Bank
Industry Financial Services
Experience
Piscataqua Savings Bank January 2013 - Present
Pyramis Global Advisors- A Fidelity Investments Company January 2010 - December 2012
FIdelity Investments January 2006 - December 2010
Skills
Portfolio Management, Equities, Mutual Funds, Bloomberg, Investments, Fixed Income, Financial Modeling, Asset Management, Hedge Funds, Financial Analysis, Alternative Investments, Asset Allocation, Valuation, Securities, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Microsoft Excel, Equity Research, Financial Services
Education
Southern New Hampshire University 2007 — 2008
Masters, Finance
Piscataqua Savings Bank January 2013 - Present
Pyramis Global Advisors- A Fidelity Investments Company January 2010 - December 2012
FIdelity Investments January 2006 - December 2010
Skills
Portfolio Management, Equities, Mutual Funds, Bloomberg, Investments, Fixed Income, Financial Modeling, Asset Management, Hedge Funds, Financial Analysis, Alternative Investments, Asset Allocation, Valuation, Securities, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Microsoft Excel, Equity Research, Financial Services
Education
Southern New Hampshire University 2007 — 2008
Masters, Finance
Josh Iller's Fidelity Investments Experience February 2007 - Present
Job relationship manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2007 - Present
Fidelity Investments 2010 - 2011
Education
Southern New Hampshire University 1998 — 2002
bachelor of science, Marketing/Advertising
Fidelity Investments February 2007 - Present
Fidelity Investments 2010 - 2011
Education
Southern New Hampshire University 1998 — 2002
bachelor of science, Marketing/Advertising
Don Dumais's Fidelity Investments Experience February 2005 - November 2008
Job Database Engineer at Dyn
Industry Information Technology and Services
Experience
Dyn March 2012 - Present
RSCS November 2008 - March 2012
Fidelity Investments February 2005 - November 2008
Putnam Investments June 2000 - February 2005
Skills
.NET, SQL, Project Management, Business Analysis, MySQL, C#, Microsoft Excel, Microsoft Office, PHP, Windows, Microsoft Word, C++, PowerPoint, SaaS, Linux
Education
Southern New Hampshire University 2001 — 2004
Masters, IT
University of New Hampshire 1996 — 2000
BS, Business Administration
Dyn March 2012 - Present
RSCS November 2008 - March 2012
Fidelity Investments February 2005 - November 2008
Putnam Investments June 2000 - February 2005
Skills
.NET, SQL, Project Management, Business Analysis, MySQL, C#, Microsoft Excel, Microsoft Office, PHP, Windows, Microsoft Word, C++, PowerPoint, SaaS, Linux
Education
Southern New Hampshire University 2001 — 2004
Masters, IT
University of New Hampshire 1996 — 2000
BS, Business Administration
Karen Gagnon's Fidelity Investments Experience Asst to Senior ExecFidelity Investments2011 - Present
Job Sr. Exec Admin at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Asst to Senior ExecFidelity Investments2011 - Present
Jabil 2002 - 2005
Skills
Process Improvement, Vendor Management
Education
Southern New Hampshire University 1985 — 1989
Business Administration, Finance
Croton-Harmon High School
Fidelity Investments Asst to Senior ExecFidelity Investments2011 - Present
Jabil 2002 - 2005
Skills
Process Improvement, Vendor Management
Education
Southern New Hampshire University 1985 — 1989
Business Administration, Finance
Croton-Harmon High School
Frank Rubino, MBA's Fidelity Investments Experience May 2007 - July 2007
Job Financial Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial August 2012 - Present
National Real Estate Referral Group October 2011 - Present
Raytheon June 2008 - August 2012
Fidelity Investments May 2007 - July 2007
Skills
SAP, Excel, PowerPoint, Access, Earned Value Management, Real Estate, Project Finance, Budget Tracking, Proposals, Revenue Tracking, Expense Tracking, Forecasting, Microsoft Excel, Proposal Writing
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA
Southern New Hampshire University 2004 — 2008
B.S., Business Administration/Finance
Voya Financial August 2012 - Present
National Real Estate Referral Group October 2011 - Present
Raytheon June 2008 - August 2012
Fidelity Investments May 2007 - July 2007
Skills
SAP, Excel, PowerPoint, Access, Earned Value Management, Real Estate, Project Finance, Budget Tracking, Proposals, Revenue Tracking, Expense Tracking, Forecasting, Microsoft Excel, Proposal Writing
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA
Southern New Hampshire University 2004 — 2008
B.S., Business Administration/Finance
Jeff Gamble's Fidelity Investments Experience March 1998 - October 2002
Job Support Consultant at Misys (FKA Custom Credit Systems)
Industry Information Services
Experience
Misys March 2015 - Present
Misys (FKA Custom Credit Systems) March 2015 - Present
Freelance January 2012 - Present
Fastenal February 2011 - December 2011
Collectible Trains & Toys August 2007 - June 2010
Silver Maple Woodworking January 2003 - April 2007
Fidelity Investments March 1998 - October 2002
Arthur D. Little April 1996 - March 1998
Stream International (Corporate Software) 1994 - 1996
PIM Publications February 1991 - April 1994
Skills
Vendor Management, Project Management, Business Process..., Management, Change Management, Business Analysis, Software Documentation, E-commerce, Customer Service, Disaster Recovery, Inventory Management, B2B, Sales Management, Sales Operations, Customer Satisfaction, Process Improvement, Requirements Analysis, SDLC, Program Management, Operating Systems, Systems Analysis, Business Process, Procedure Development, Procedure Manuals, Project Planning, Service Delivery, Service Management, Customer Service..., IT Service Management, Photography, Photoshop, Microsoft Office, Microsoft Word, Toys, Six Sigma, Lean Six Sigma, Lean Operations, PMP
Education
University of Massachusetts Dartmouth 1987 — 1996
Political Science and Government
Southern New Hampshire University
American History (United States)
Misys March 2015 - Present
Misys (FKA Custom Credit Systems) March 2015 - Present
Freelance January 2012 - Present
Fastenal February 2011 - December 2011
Collectible Trains & Toys August 2007 - June 2010
Silver Maple Woodworking January 2003 - April 2007
Fidelity Investments March 1998 - October 2002
Arthur D. Little April 1996 - March 1998
Stream International (Corporate Software) 1994 - 1996
PIM Publications February 1991 - April 1994
Skills
Vendor Management, Project Management, Business Process..., Management, Change Management, Business Analysis, Software Documentation, E-commerce, Customer Service, Disaster Recovery, Inventory Management, B2B, Sales Management, Sales Operations, Customer Satisfaction, Process Improvement, Requirements Analysis, SDLC, Program Management, Operating Systems, Systems Analysis, Business Process, Procedure Development, Procedure Manuals, Project Planning, Service Delivery, Service Management, Customer Service..., IT Service Management, Photography, Photoshop, Microsoft Office, Microsoft Word, Toys, Six Sigma, Lean Six Sigma, Lean Operations, PMP
Education
University of Massachusetts Dartmouth 1987 — 1996
Political Science and Government
Southern New Hampshire University
American History (United States)
Elizabeth Lu's Fidelity Investments Experience 2004 - 2009
Job Financial Services
Industry Financial Services
Experience
fidelity investments 2004 - 2009
era masiello 2000 - 2002
storage computer corp March 1994 - July 1997
Education
Southern New Hampshire University
ms, Management Advisory SVC
fidelity investments 2004 - 2009
era masiello 2000 - 2002
storage computer corp March 1994 - July 1997
Education
Southern New Hampshire University
ms, Management Advisory SVC
Jessica Schertell's Fidelity Investments Experience May 2010 - September 2010
Job HUB international New England
Industry Insurance
Experience
Hub International September 2013 - Present
EXL Service August 2011 - September 2013
The Hanover Insurance Group November 2010 - August 2011
Fidelity Investments May 2010 - September 2010
Fidelity Investments January 2010 - April 2010
Fidelity Investments October 2009 - December 2009
Central New England Distributors October 2008 - September 2009
Skills
Customer Service, Workers Compensation, Business Analysis, Training, Account Management, Analysis, Process Improvement, Insurance, Property & Casualty..., Commercial Lines DMV, General Insurance, Customer Satisfaction, Analytics, Outsourcing, Recruiting, Brokers, Commercial Insurance, Liability, Underwriting, Commercial Lines Auto
Education
Southern New Hampshire University 2007 — 2008
Marketing/Advertising
Chester College Of New England 2005 — 2008
Interdisciplinary Arts/Graphic Design
Hub International September 2013 - Present
EXL Service August 2011 - September 2013
The Hanover Insurance Group November 2010 - August 2011
Fidelity Investments May 2010 - September 2010
Fidelity Investments January 2010 - April 2010
Fidelity Investments October 2009 - December 2009
Central New England Distributors October 2008 - September 2009
Skills
Customer Service, Workers Compensation, Business Analysis, Training, Account Management, Analysis, Process Improvement, Insurance, Property & Casualty..., Commercial Lines DMV, General Insurance, Customer Satisfaction, Analytics, Outsourcing, Recruiting, Brokers, Commercial Insurance, Liability, Underwriting, Commercial Lines Auto
Education
Southern New Hampshire University 2007 — 2008
Marketing/Advertising
Chester College Of New England 2005 — 2008
Interdisciplinary Arts/Graphic Design
Joshua Locke's Fidelity Investments Experience August 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments January 2012 - August 2014
Fidelity Investments July 2010 - January 2012
TD 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Teaching, Team Building, Presentations, Presentation Development, Time Management, Training, Teamwork, Coaching, Series 7, Banking, Employee Training, Finance, Human Resources, Leadership, Series 63, Financial Services
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Human Resources Development, 4.0
University of Tennessee, Knoxville 2006 — 2010
Bachelor of Business Administration (B.B.A.), Enterprise Management
Fidelity Investments August 2014 - Present
Fidelity Investments January 2012 - August 2014
Fidelity Investments July 2010 - January 2012
TD 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Teaching, Team Building, Presentations, Presentation Development, Time Management, Training, Teamwork, Coaching, Series 7, Banking, Employee Training, Finance, Human Resources, Leadership, Series 63, Financial Services
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Human Resources Development, 4.0
University of Tennessee, Knoxville 2006 — 2010
Bachelor of Business Administration (B.B.A.), Enterprise Management
Denise Nicoletta's Fidelity Investments Experience April 2011 - March 2013
Job HR Consultant at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance March 2013 - Present
Fidelity Investments April 2011 - March 2013
Office Depot June 2010 - March 2011
Office Depot September 2008 - June 2010
Office Depot July 2007 - September 2008
Westaff September 2005 - June 2006
Education
Southern New Hampshire University 2001 — 2005
B.S., Business Administration
Liberty Mutual Insurance March 2013 - Present
Fidelity Investments April 2011 - March 2013
Office Depot June 2010 - March 2011
Office Depot September 2008 - June 2010
Office Depot July 2007 - September 2008
Westaff September 2005 - June 2006
Education
Southern New Hampshire University 2001 — 2005
B.S., Business Administration
Dawn Najarian's Fidelity Investments Experience November 2003 - Present
Job Marketing Communications Sr. Account Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments November 2003 - Present
Catalyst Commuications August 2000 - October 2003
Amtrol August 1996 - August 2000
Education
Southern New Hampshire University 1981 — 1985
Bachelor of Science (BS), Marketing
Fidelity Investments November 2003 - Present
Catalyst Commuications August 2000 - October 2003
Amtrol August 1996 - August 2000
Education
Southern New Hampshire University 1981 — 1985
Bachelor of Science (BS), Marketing
Gary Plante's Fidelity Investments Experience 2006 - 2010
Job Business Process Specialist at EMD Millipore
Industry Biotechnology
Experience
EMD Millipore August 2015 - Present
EMD Millipore May 2014 - August 2015
EMD Millipore November 2012 - May 2014
Fidelity Investments 2006 - 2010
Skills
Business Analysis, Process Improvement, Business Process..., Financial Services, Six Sigma, Lean Six Sigma, Change Management, Call Centers, Communication, Project Management, Influence Others, Statistical Data..., Data Mining, Minitab, SharePoint, Microsoft Excel, Salesforce.com
Education
Southern New Hampshire University 2013 — 2016
Bachelor’s Degree, Business Administration and Management, General, A
University of Phoenix 2010 — 2011
Associate’s Degree, Business Administration and Management, General, A
EMD Millipore August 2015 - Present
EMD Millipore May 2014 - August 2015
EMD Millipore November 2012 - May 2014
Fidelity Investments 2006 - 2010
Skills
Business Analysis, Process Improvement, Business Process..., Financial Services, Six Sigma, Lean Six Sigma, Change Management, Call Centers, Communication, Project Management, Influence Others, Statistical Data..., Data Mining, Minitab, SharePoint, Microsoft Excel, Salesforce.com
Education
Southern New Hampshire University 2013 — 2016
Bachelor’s Degree, Business Administration and Management, General, A
University of Phoenix 2010 — 2011
Associate’s Degree, Business Administration and Management, General, A
Hannah Lowell's Fidelity Investments Experience 1999 - 2010
Job 5th Grade Teacher at JMUES
Industry Primary/Secondary Education
Experience
James Mastricola Upper Elementary School August 2014 - Present
Manchester February 2014 - June 2014
CIGNA July 2010 - August 2013
Fidelity Investments 1999 - 2010
Watch World Int'l 1997 - 1999
Skills
Benefits Administration, Employee Benefits, Process Improvement, Employee Relations, Leadership, Project Management
Education
Southern New Hampshire University 2012 — 2013
Master of Education (MEd), Elementary Education and General Special Education
University of Maine at Farmington 1991 — 1995
Bachelor of Science, Rehabilitation Services
James Mastricola Upper Elementary School August 2014 - Present
Manchester February 2014 - June 2014
CIGNA July 2010 - August 2013
Fidelity Investments 1999 - 2010
Watch World Int'l 1997 - 1999
Skills
Benefits Administration, Employee Benefits, Process Improvement, Employee Relations, Leadership, Project Management
Education
Southern New Hampshire University 2012 — 2013
Master of Education (MEd), Elementary Education and General Special Education
University of Maine at Farmington 1991 — 1995
Bachelor of Science, Rehabilitation Services
Deanna Davidson's Fidelity Investments Experience January 2009 - April 2012
Job Experienced Professional in Accounting and Credit Card Program Management
Industry Accounting
Experience
Fidelity Investments January 2009 - April 2012
Fidelity Investments March 2006 - January 2009
Fidelity Investments January 2003 - March 2006
Fidelity Investments October 2002 - January 2003
Chemcentral April 2001 - October 2002
CUES Equipment April 1999 - April 2001
Fairhaven Healthcare Center May 1998 - April 1999
Skills
Oracle Discoverer, Process Improvement, Oracle E-Business Suite, Oracle, E-procurement, Microsoft Excel, Microsoft Word, Aging Reports, AS400 system, JD Edwards, Accounts Payable, Accounts Receivable, General Ledger, Journal Entries, Expense Reports, Business Analysis, Account Reconciliation, Analysis, Accounting, Payroll, Financial Risk, SAP, Invoicing, Internal Audit, Access, Management, Risk Management, Auditing, Hyperion Enterprise, Financial Analysis, Customer Service, Expense Management, Payments, ADP Payroll, Data Analysis, Data Entry, Vendor Management
Education
Southern NH University 1995 — 1998
Bachelor of Science (BS), Accounting
Castle College 1993 — 1995
Associate of Science (AS), Accounting
Fidelity Investments January 2009 - April 2012
Fidelity Investments March 2006 - January 2009
Fidelity Investments January 2003 - March 2006
Fidelity Investments October 2002 - January 2003
Chemcentral April 2001 - October 2002
CUES Equipment April 1999 - April 2001
Fairhaven Healthcare Center May 1998 - April 1999
Skills
Oracle Discoverer, Process Improvement, Oracle E-Business Suite, Oracle, E-procurement, Microsoft Excel, Microsoft Word, Aging Reports, AS400 system, JD Edwards, Accounts Payable, Accounts Receivable, General Ledger, Journal Entries, Expense Reports, Business Analysis, Account Reconciliation, Analysis, Accounting, Payroll, Financial Risk, SAP, Invoicing, Internal Audit, Access, Management, Risk Management, Auditing, Hyperion Enterprise, Financial Analysis, Customer Service, Expense Management, Payments, ADP Payroll, Data Analysis, Data Entry, Vendor Management
Education
Southern NH University 1995 — 1998
Bachelor of Science (BS), Accounting
Castle College 1993 — 1995
Associate of Science (AS), Accounting
Hope Larsen's Fidelity Investments Experience September 2010 - Present
Job Investment Operations Cash Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Passumpic Savings Bank July 2009 - August 2010
Kohl's Department Store May 2008 - January 2009
Mountain View Grand Resort and Spa January 2005 - August 2006
Mountain View Academy September 2004 - June 2006
Skills
Microsoft Office, Customer Service, Analysis
Education
Southern New Hampshire University 2010 — 2012
Masters, Business Administration
Southern New Hampshire University 2006 — 2010
Finance, Master of Business Administration
White Mountains Regional High School
Fidelity Investments September 2010 - Present
Passumpic Savings Bank July 2009 - August 2010
Kohl's Department Store May 2008 - January 2009
Mountain View Grand Resort and Spa January 2005 - August 2006
Mountain View Academy September 2004 - June 2006
Skills
Microsoft Office, Customer Service, Analysis
Education
Southern New Hampshire University 2010 — 2012
Masters, Business Administration
Southern New Hampshire University 2006 — 2010
Finance, Master of Business Administration
White Mountains Regional High School
Inna Raneri's Fidelity Investments Experience January 2015 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2013 - Present
North East Gold Recycling January 2009 - December 2012
Skills
Jewelry, Precious Metals, Small Business, Silver, Gold, Estate Jewelry, Retirement Planning, Management, Microsoft Word, Mutual Funds, Customer Service, Series 7, Sales
Education
Southern New Hampshire University
Business Administration, Business Administration and Management, General
Fidelity Investments January 2015 - Present
Fidelity Investments March 2013 - Present
North East Gold Recycling January 2009 - December 2012
Skills
Jewelry, Precious Metals, Small Business, Silver, Gold, Estate Jewelry, Retirement Planning, Management, Microsoft Word, Mutual Funds, Customer Service, Series 7, Sales
Education
Southern New Hampshire University
Business Administration, Business Administration and Management, General
Jared Cox's Fidelity Investments Experience April 2012 - September 2012
Job Financial Analyst 2 at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable September 2015 - Present
Bigelow & Company CPA, P.C. November 2014 - August 2015
Centrix Bank September 2012 - November 2014
Fidelity Investments April 2012 - September 2012
Fidelity Investments June 2010 - April 2012
Putnam Investments December 2009 - May 2010
Skills
Financial Analysis, Fund Accounting, Budget Process, Operating Budgets, General Ledger, Microsoft Office, VBA, Due Diligence, SQL, Visual Basic, SPSS, Bloomberg Terminal, Financial Reporting, GAAP, Accounting, Microsoft Word, Risk Management, Financial Accounting, Mutual Funds, Banking, Customer Service, Commercial Banking, Loans, Finance
Education
Southern New Hampshire University 2014 — 2017
Master’s Degree, Accounting and Finance
Southern New Hampshire University 2008 — 2012
Bachelor's Degree, Accounting and Finance
Comcast Cable September 2015 - Present
Bigelow & Company CPA, P.C. November 2014 - August 2015
Centrix Bank September 2012 - November 2014
Fidelity Investments April 2012 - September 2012
Fidelity Investments June 2010 - April 2012
Putnam Investments December 2009 - May 2010
Skills
Financial Analysis, Fund Accounting, Budget Process, Operating Budgets, General Ledger, Microsoft Office, VBA, Due Diligence, SQL, Visual Basic, SPSS, Bloomberg Terminal, Financial Reporting, GAAP, Accounting, Microsoft Word, Risk Management, Financial Accounting, Mutual Funds, Banking, Customer Service, Commercial Banking, Loans, Finance
Education
Southern New Hampshire University 2014 — 2017
Master’s Degree, Accounting and Finance
Southern New Hampshire University 2008 — 2012
Bachelor's Degree, Accounting and Finance
Debra Anctil's Fidelity Investments Experience
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., PMP, PMO, Vendor Management, Project Portfolio..., Project Management, Program Management, Requirements Gathering, Agile Methodologies, Project Delivery, Salesforce.com, Human Resources, Team Building, Purchasing, Software Documentation, Process Improvement
Education
Southern New Hampshire University
Master of Business Administration (MBA)
Fidelity Investments
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., PMP, PMO, Vendor Management, Project Portfolio..., Project Management, Program Management, Requirements Gathering, Agile Methodologies, Project Delivery, Salesforce.com, Human Resources, Team Building, Purchasing, Software Documentation, Process Improvement
Education
Southern New Hampshire University
Master of Business Administration (MBA)
Jennifer Dearborn's Fidelity Investments Experience November 2013 - Present
Job Customer Resolution Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments October 2012 - October 2013
New Hampshire Federal Credit Union April 2009 - September 2012
New Hampshire Federal Credit Union October 2006 - March 2007
New Hampshire Federal Credit Union July 2006 - October 2006
Education
Southern New Hampshire University
Bachelor of Applied Science (BASc), Accounting and Finance
Fidelity Investments November 2013 - Present
Fidelity Investments October 2012 - October 2013
New Hampshire Federal Credit Union April 2009 - September 2012
New Hampshire Federal Credit Union October 2006 - March 2007
New Hampshire Federal Credit Union July 2006 - October 2006
Education
Southern New Hampshire University
Bachelor of Applied Science (BASc), Accounting and Finance
Ivelisse Osorio's Fidelity Investments Experience January 2002 - January 2004
Job Customer Service Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Present Columbia Management January 2014 - Present
Citizens Bank January 2012 - September 2013
Citizens Bank January 2013 - January 2013
US trust Bank of America September 2005 - November 2011
Clean Water America Alliance CHANGES NAME to U.S. Water Alliance January 2005 - January 2011
Fidelity Investments January 2002 - January 2004
Skills
Finance, Trust Officer,..., Bi-lingual, FINRA Licenses 6&63, over 15 years inthe..., Banking, Financial Risk, Access, Mutual Funds, Sales, Financial Analysis, Retirement, Finance, Investments, Mortgage Lending, Compliance, Anti Money Laundering
Education
Catholic University of Puerto Rico
English Education
Southern New Hampshire University
Master of Science (MS) Working, Finance/ Business Administration
Ameriprise Financial Services, Inc. January 2014 - Present
Present Columbia Management January 2014 - Present
Citizens Bank January 2012 - September 2013
Citizens Bank January 2013 - January 2013
US trust Bank of America September 2005 - November 2011
Clean Water America Alliance CHANGES NAME to U.S. Water Alliance January 2005 - January 2011
Fidelity Investments January 2002 - January 2004
Skills
Finance, Trust Officer,..., Bi-lingual, FINRA Licenses 6&63, over 15 years inthe..., Banking, Financial Risk, Access, Mutual Funds, Sales, Financial Analysis, Retirement, Finance, Investments, Mortgage Lending, Compliance, Anti Money Laundering
Education
Catholic University of Puerto Rico
English Education
Southern New Hampshire University
Master of Science (MS) Working, Finance/ Business Administration
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank