Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Liberty Mutual Insurance August 2009 - September 2012
Liberty Mutual Insurance 2009 - 2012
Fidelity Investments January 2007 - December 2008
Fidelity Investments October 2004 - December 2006
Cash Management Services October 1998 - September 2004
Fidelity Investments June 1996 - September 1998
ARTHUR ANDERSEN May 1995 - June 1996
COOPERS & LYBRAND January 1989 - May 1995
Skills
Business Process..., Process Improvement, Banking, Business Analysis, Cash Management, Financial Services, Leadership, Financial Analysis, Finance, Risk Management, Budgets
Education
Southern New Hampshire University
MBA
Southern New Hampshire University
B.S, General Management
Fidelity Investments January 2008 - Present
Fidelity Investments October 2007 - January 2008
Fidelity Investments August 2007 - October 2007
Fidelity Investments March 2007 - August 2007
Fidelity Investments June 2006 - March 2007
Skills
Financial Solutions, Mutual Funds, Strategic Financial..., Account Management, New Business Development, Needs Assessment, Client Relations Skills, Asset Managment, Investment Strategies, Financial Services, Investments, Customer Service, Leads Generation, Institutional Plans, Market Analysis, New Business Generation, Microsoft Office, Microsoft Excel
Education
Southern New Hampshire University 2010 — 2012
Global MBA, Business Administration and Management, 3.87
University of New Hampshire 2001 — 2005
B.A., Political Science; Justice Studies
John Cabot University Rome, Italy 2003 — 2004
n/a, Political Science
Fidelity Investments October 2014 - Present
Fidelity Investments June 2014 - October 2014
Fastenal November 2013 - May 2014
Losapio & Company March 2014 - April 2014
Skills
Microsoft Excel, PowerPoint, Data Entry, Microsoft Word, Time Management, Teamwork, Accounting, Public Speaking, Research, Microsoft Office, Facebook, Outlook, Critical Thinking, Customer Service, Management
Education
Southern New Hampshire University 2011 — 2014
Bachelor's Degree, 3Year Honors Business Program, 3.83
Fidelity Investments January 2014 - Present
Oracle June 2013 - November 2013
Acme Packet June 2012 - May 2013
Skills
Operating Systems, Troubleshooting, Active Directory, Networking, Technical Support, Microsoft Exchange
Education
Southern New Hampshire University 2009 — 2013
Bachelor of Science (BS), Information Technology
Fidelity Investments June 2015 - Present
Fidelity Investments June 2006 - June 2015
Fidelity Investments June 2006 - June 2007
Banc of America Investments March 2003 - June 2006
Skills
SharePoint, Software Quality..., Quality Assurance, Sales, Test Automation, Testing, Quality Center, QTP, SDLC, User Acceptance Testing, Agile Methodologies, Test Management, Requirements Analysis, Regression Testing, Scrum, Microsoft Office, Software Project..., Visio, Agile Project Management, Waterfall, HTML, Financial Services, Process Improvement, Release Management, Requirements Gathering, Test Planning, Test Cases, Business Analysis, SQL, XML, Manual Testing
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science (BS), Buisness
Salem High School 1998 — 2001
Fidelity Investments April 2004 - Present
Fidelity Investments April 2004 - Present
Skills
Process Improvement, Vendor Management, Microsoft Excel, Business Analysis, Visio, Data Analysis, Access, Software Documentation, Risk Management, Business Process..., SDLC, PeopleSoft, Microsoft Office, Customer Service
Education
Southern New Hampshire University 2007 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration / Organizational Leadership, Summa Cum Laude Honors
Fidelity Investments August 2008 - Present
Benefit Strategies March 2005 - September 2008
Associated Wholesalers, INC August 2001 - August 2005
Associated Grocers of NE July 1987 - August 2001
USMC June 1983 - June 1987
Skills
Disaster Recovery, Information Technology, Management, Databases, Agile Methodologies, Hardware, Oracle, Process Improvement, Project Management, SQL, Sybase, Troubleshooting, Vendor Management, Windows Server, Requirements Analysis
Education
Southern New Hampshire University 1997 — 2000
BS, CIS
Manchester Memorial High School 1979 — 1983
Fidelity Investments October 2012 - Present
Fidelity Investments March 2004 - September 2012
Skills
Employee Benefits, Data Analysis, 401k, Incentive Programs, Compensation, Employee Wellness, Health Savings Accounts
Education
Southern New Hampshire University 2002 — 2004
MS, Organizational Leadership
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Buisness Administration
CIGNA June 2010 - Present
CIGNA May 2008 - June 2010
Fidelity Investments June 2004 - May 2007
Fidelity Investments October 2002 - June 2004
Fidelity Investments June 1997 - October 2002
Skills
Employee Relations, Vendor Management, Account Management, Customer Relations, RFP, Policy, Benefits Administration, Employee Benefits, Process Improvement, Coaching, Vendor Relations, Team Building, Benefits, Management, Employee Training, Recruiting, Business Analysis, HRIS, Project Management, Human Resources, Customer Service
Education
Southern New Hampshire University 1999 — 2001
MBA, MBA with Certificate in Human Resources
Suffolk University 1989 — 1991
BSBA, Management
Fidelity Investments July 2014 - Present
Skills
Cybersecurity, Networking, Information Technology, SQL, Microsoft Office, Linux, Unix, Leadership, Databases, HTML, Quality Assurance, Agile Methodologies, SDLC
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Science (BS), Information Technology, 3.6
Fidelity Investments September 2014 - Present
Fidelity Investments February 2014 - September 2014
Newman Property Services LLC December 2008 - November 2013
University of Connecticut Department of Recreational Services August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Leadership, Economics, Microsoft Word, Sports, Teamwork, Social Media, Access, PowerPoint, Management, Analysis, Data Analysis, Finance, Time Management, Series 7
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Concentration in Economics
University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ava Anderson Non Toxic January 2014 - Present
Fidelity Investments October 2009 - March 2014
The Rowley Agency January 2008 - October 2009
Skills
Case Managment, Reporting & Analysis, Background Checks, Due Diligence, Customer Service, Sales, Social Media, Social Networking, Microsoft Office, Leadership, Time Management, Event Planning, Event Management, Microsoft Excel, Marketing
Education
Southern New Hampshire University 2003 — 2007
Bachelor of Science (BS), Hospitality and Tourism Management
Fidelity Investments May 2015 - Present
Fidelity Investments January 2014 - May 2015
Fidelity Investments July 2013 - December 2013
EMC May 2012 - February 2013
SNHU August 2011 - May 2012
Goffstown School District June 2011 - August 2011
Self Employed June 2009 - August 2011
Sully's Superette August 2007 - August 2011
SNHU A/V Center September 2010 - May 2011
Skills
.NET, C#, Java, Enterprise Software, Scala, Databases, Quality Assurance, Functional Programming, Object Oriented Design, Time Management, Teamwork, Microsoft Office, Critical Thinking, Problem Solving, Microsoft Word, HTML, Software Development, Insightful, Well-organized, Public Speaking, Agile Methodologies, Self Driven, Collaborative, Intelligent, Fast Learner, Test Case Generation, Automated Software..., Program Management, Event Management, Program Development, Problem Analysis, Windows, Automation, Self-driven, Design Conceptualization, Team Leadership, Online Marketing, Marketing Strategy, Patient, Music Theory, Program Implementation, Programming, Social Networking, Network Hardware, Strategic Planning, Data Analysis, Research, Computer Repair, Software Installation, FitNesse
Education
Southern New Hampshire University 2010 — 2013
Bachelors, 3 Year Business Program
Vertex Pharmaceuticals May 2013 - Present
Fidelity Investments August 2012 - January 2013
Fidelity Investments December 2010 - January 2013
Fidelity Investments December 2008 - December 2010
Fidelity Investments February 2007 - December 2008
Providian Financial 2000 - 2006
Skills
APM, Process Improvement, Business Analysis, User Acceptance Testing, Visio, Vendor Management, Business Requirements, Quality Assurance, Project Management, Requirements Analysis, Call Center, Banking, Accounts Payable
Education
Southern New Hampshire University 2010 — 2013
Master of Business Administration (MBA)
University of New Hampshire 1995 — 1999
Bachelor of Science (BS), Environmental and Resource Economics
HHS
Fidelity Investments October 1993 - Present
Bristol-Myers Squibb, pharmaceutical October 1999 - December 2002
Genzyme Corporation May 2001 - August 2002
State Street Research, financial services November 2001 - May 2002
Killington Ski Resort, ski resort February 2001 - March 2001
The Forum Corporation , management consulting September 1998 - June 1999
Digital Equipment Corporation 1987 - 1993
Skills
Instructional Design, ADDIE, Instructor-led Training, Needs Analysis, Coaching, Training, E-Learning, Adult Education, Project Management, Blended Learning, Curriculum Design, Talent Management, Program Management
Education
Southern New Hampshire University
MBA, Business Administration
Colonial Spirits January 2009 - March 2010
Sperry Van Ness January 2008 - July 2008
United Way 2007 - 2007
Fidelity Investments 2006 - 2006
Education
Southern New Hampshire University 2004 — 2007
BS, Marketing
Fidelity Investments November 2010 - Present
JPMorgan Chase July 2006 - August 2010
Target June 2005 - July 2006
Sonic Drive-In January 2004 - June 2005
Skills
Customer Service, Social Skills, Time Management, Customer Satisfaction, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Banking, Retail, Cash Handling Experience, Teamwork, Cashiering, Access
Education
Southern New Hampshire University 2012 — 2016
Master's degree, Accounting
University of Arizona, Eller College of Management 2005 — 2010
Bachelor of Science, Business Economics, Spanish
Fidelity Investments April 2013 - Present
Fidelity Investments October 2011 - April 2013
Fidelity Investments June 2010 - October 2011
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Skills
Oracle, Requirements Gathering, Accounts Payable, User Acceptance Testing, Business Requirements, Invoicing, Access, Analysis, Business Analysis, Business Process, Business Process..., Change Management, Cross-functional Team..., Customer Service, Data Analysis, ERP, Leadership, Management, Microsoft Excel, Microsoft Word, Oracle Discoverer, PowerPoint, Process Improvement, Program Management, Project Management, Risk Management, Telecommunications, Testing, Time Management, Training, Vendor Management, Visio
Education
SOUTHERN NEW HAMPSHIRE UNIVERSTIY
Business Administration
Southern New Hampshire University
UNIVERSITY OF MASSACHUSETTS
SAU 53 September 2013 - Present
Nathan Wechsler & Company, P.A. August 2006 - November 2012
Fidelity Investments September 2004 - August 2006
Retirement Alliance, Inc. September 1999 - September 2004
Skills
Tax, Defined Contribution, Retirement Plan..., Mergers & Acquisitions, Strategic Financial..., Retirement, Auditing, ERISA, Financial Analysis, Pensions, Pension Administration, Accounting, Defined Benefit, Mutual Funds, Profit Sharing, 401k, Retirement Planning, Financial Reporting, Investments
Education
Southern New Hampshire University
Associates, Business
Boreas Holdings Inc March 2014 - Present
Concord Regional Visiting Nurse Association March 2009 - March 2014
Fidelity Investments May 2005 - March 2009
Fidelity Investments August 2004 - May 2005
Fidelity Investments March 2000 - August 2004
Fidelity Investments May 1999 - March 2000
Skills
Benefits Administration, Human Resources, Corporate Communications, Communication Skills, ADP HRB, FMLA, COBRA
Education
Southern New Hampshire University 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
PillPack July 2015 - Present
RITE AID August 2011 - July 2015
Fidelity Investments 2007 - 2011
New Hampshire Fisher Cats January 2006 - November 2006
Skills
Sales, Customer Service, Microsoft Office, Time Management, Event Management, Event Planning, PowerPoint, Teamwork, Retail, Pharmaceutical Industry, Data Entry, Microsoft Word, Merchandising, Public Speaking, Microsoft Excel, Healthcare
Education
University of New Hampshire
Associate’s Degree, Biology/Biological Sciences, General
Southern New Hampshire University 2001 — 2005
Bachelor’s Degree, Sports Management, 3.87 GPA
Fidelity Investments August 2013 - Present
Fidelity Investments January 2012 - July 2013
Fidelity Investments June 2008 - January 2012
Victoria's Secret May 2007 - June 2008
Sovereign Bank September 2006 - June 2007
Northeast Planning Associates June 2006 - December 2006
Skills
Process Improvement, Account Reconciliation, Accounting, Accounts Receivable, Banking, Business Analysis, Customer Service, Data Analysis, Management, Mutual Funds, Payroll, Financial Analysis, Access
Education
Southern New Hampshire University 2013 — 2016
M.B.A. in IT, Business and Information Technology
Southern New Hampshire University 2009 — 2011
Bachelor's of Science in Business Administration, Management/Finance
New Hampshire Community Technical College 2007 — 2009
Associate's Degree in Business Management, Business Management/Accounting
Fidelity Investments February 2015 - Present
Fidelity Investments February 2008 - March 2009
Fidelity Investments May 2007 - February 2008
Fidelity Investments October 2005 - May 2007
Skills
Finance, Retirement Planning, Leadership, Financial Planning, Sales, Investments, Wealth Management
Education
University of Maine at Farmington 2000 — 2004
Business Economics
Southern New Hampshire University
Master's degree, Finance and Financial Management Services
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - August 2015
Fidelity Investments 2007 - May 2014
Fidelity Investments November 2003 - 2007
Fidelity Investments February 1998 - 2003
Skills
Business Analysis, Financial Services, Mutual Funds, Investments, Risk Management, Process Improvement, Vendor Management, Leadership, Customer Service, Analysis, Microsoft Office, Strategic Planning, Coaching, Software Documentation
Education
Southern New Hampshire University 2002 — 2008
Masters of Organizational Leadership, Masters of Business Administration
Southern New Hampshire University 2002 — 2008
Master of Business Administration (M.B.A.), Organizational Leadership
Plymouth State University 1991 — 1995
Bachelor of Science (B.S.), Business Management
Fidelity Investments September 2015 - Present
Fidelity Investments April 2015 - September 2015
Fidelity Investments March 2014 - April 2015
Fidelity Investments July 2013 - March 2014
Fidelity Investments September 2012 - July 2013
Skelley Medical, LLC July 2010 - September 2012
Skelley Medical, LLC July 2008 - July 2010
Skills
Salesforce.com, Budgets, Sales Management, Training, Sales, Operating Room, Social Media Marketing, Leadership, Email Marketing, Facebook, Cold Calling
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of New Hampshire 2003 — 2008
BA, Political Science
Nashua High School
Fidelity Investments October 2013 - Present
Fidelity Investments October 2012 - September 2013
Fidelity Investments October 2010 - October 2012
Global Technical Talent May 2010 - July 2010
Skills
Employee Benefits, Customer Service, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, Leadership, Team Building, Process Improvement, Sales, Event Planning, Social Networking, Team Leadership, CRM, Marketing
Education
Southern New Hampshire University 2013 — 2015
Master's degree, Human Resources Management/Personnel Administration, General
Southern New Hampshire University 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Hancock Financial Services July 2014 - Present
Fidelity Investments July 2013 - July 2014
Fidelity Investments December 2009 - July 2013
Fidelity Investments October 2008 - December 2009
Fidelity Investments September 2006 - October 2008
The Home Depot May 2005 - July 2006
Southern New Hampshire University 2004 - 2005
Skills
Management, Process Improvement, Benefits Administration, Leadership, Insurance, Business Process, Customer Service, Microsoft Office, Customer Satisfaction, Call Centers, PowerPoint, Teamwork, Software Documentation, Vendor Management, Change Management, Access, Team Building, Business Analysis, Performance Management, Employee Benefits, Analysis, Coaching
Education
Southern New Hampshire University 2000 — 2010
Bachelors, Business Administration
Alvirne High School 1996 — 2000
Alvarez & Marsal March 2014 - Present
Open Systems Technologies October 2012 - March 2014
Robert Half International August 2010 - October 2012
Bright Horizons 2007 - 2010
Fidelity Investments 2006 - 2007
Skills
Account Management, Recruiting, Sales, Human Resources, Temporary Staffing, Talent Acquisition, Sourcing, Technical Recruiting, Business Development, Onboarding, Resume Writing, Staffing Services, Temporary Placement, Contract Recruitment, Internet Recruiting, Interviews, Cold Calling, Screening Resumes
Education
Southern New Hampshire University
BS, Business Studies
PC Connection, Inc. June 2013 - Present
PC Connection May 2011 - June 2013
PC Connection May 2010 - May 2011
Fidelity Investments January 2008 - May 2010
Skills
Salesforce.com, Cold Calling, Solution Selling, Account Management, Direct Sales, Sales Process, SaaS, Sales, New Business Development, Sales Management, Customer Service, B2B, Sales Operations, Lead Generation, Business Development, Selling, Strategy, Training, Coaching, Channel Partners, Enterprise Software, CRM, Management, Leadership, Time Management, Cloud Computing, Sales Presentations, Managed Services, Customer Retention, Professional Services, Strategic Partnerships, Team Leadership
Education
Southern New Hampshire University 2005 — 2008
Bachelors, Business
BHS
Eaton Vance September 2012 - Present
Fidelity Investments June 2011 - September 2012
Education
Southern New Hampshire University 2007 — 2011
B.S., Business Administration, Political Science
Middlesex School 2003 — 2007
Veritude October 2013 - February 2014
Bob's Stores June 2007 - November 2013
Fidelity Investments July 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Southern New Hampshire University 2010 — 2013
Bachelor of Science (B.S.), Criminal Justice
West High
Fidelity Investments September 2015 - Present
Fidelity Investments August 2012 - Present
Fidelity Investments November 2009 - August 2012
ADP March 2001 - August 2009
Education
Southern New Hampshire University 1996 — 2000
Business Administration, Business Management
Fidelity Investments May 2015 - Present
BRL Law Group LLC 2004 - May 2015
Cox Target Media, Inc. 2001 - 2004
Education
Southern New Hampshire University
Bachelor of Science, Business Administration
Fidelity Investments June 2014 - Present
Fidelity Investments April 2013 - June 2014
Fidelity Investments April 2012 - April 2013
Fidelity Investments July 2011 - April 2012
Fidelity Investments February 2011 - July 2011
Edward Jones August 2009 - February 2011
Harte-Hanks 2003 - April 2008
Harte-Hanks 2002 - 2003
Harte-Hanks 2000 - 2001
Harte-Hanks 1997 - 1999
Education
Suffolk University 2014 — 2015
Certified Financial Planner, Financial Planning
Southern New Hampshire University
MBA, Marketing, Business
Southern New Hampshire University
Bachelor, Accounting, Business
Fidelity Investments 2010 - Present
TD Ameritrade 2009 - 2010
US Bancorp Investment Inc 2008 - 2009
Wells Fargo 2007 - 2008
Skills
Finance
Education
Southern New Hampshire University
Fidelity Investments October 2014 - Present
Fidelity Investments May 2014 - October 2014
buybuy BABY January 2012 - April 2014
Sports Authority August 2011 - September 2012
Vector Marketing December 2010 - April 2011
Skills
Merchandising, Customer Service, Leadership, Sales, Microsoft Excel, Microsoft Office, Community Relations, Sporting Goods, Criminal Justice, Sports, Product Knowledge, Lenel, Outlook, Alarm Management, Time Management, Cashiering, Inventory Management, Communication, Retail, Teamwork, Data Entry, Microsoft Word
Education
Southern New Hampshire University 2015 — 2016
Master of Science (M.S.), Forensic Psychology
Rivier University 2010 — 2014
Bachelor of Science (B.S.), Criminal Justice
Goffstown High School 2006 — 2010
Diploma, High School/Secondary Diplomas and Certificates
Fidelity Investments August 2015 - Present
SuccessFactors April 2013 - August 2015
SciQuest 2012 - March 2013
Fidelity Investments January 2006 - January 2012
Skills
Six Sigma, Management, Business Analysis, Process Improvement, Team Building, PMP, Talent Management, SaaS, Agile Methodologies, Waterfall, Sprint Planning, Iterative Methodologies, Off-shore Teams, Software Project..., Requirements Analysis, Business Requirements, SDLC, Vendor Management, Requirements Gathering, Requirements Workshops, Business Process, Business Process..., Integration, Analysis, Performance Management, Oracle, Access, Software Implementation, Project Management, Software Documentation, Consulting
Education
Southern New Hampshire University 1997 — 2001
State Street Bank February 2012 - Present
Fidelity Investments November 2005 - February 2012
Certified Parts Warehouse May 2005 - November 2005
PC Connection January 2002 - February 2004
PC Connection September 2000 - March 2002
PC Connection March 2000 - September 2000
PC Connection May 1999 - March 2000
Wang Global February 1998 - May 1999
Simards Window Dressings December 1990 - January 1998
Digital Equipment Corporation November 1987 - December 1990
Skills
JD Edwards, Oracle Financials, Oracle Discoverer, SAP, MRP, Microsoft Office, Excel, PowerPoint, Access, Bookkeeping, Word, Outlook, Quickbooks, Microsoft Excel, Microsoft Word, Oracle E-Business Suite, Vendor Management, Strategic Sourcing, Procurement, Project Management, Process Improvement, QuickBooks, Sourcing, Program Management, Business Process..., Business Analysis, Leadership, Cross-functional Team..., Contract Management, Negotiation, Outsourcing, Telecommunications, Management, Analysis, Risk Management, Purchasing, Change Management, Product Development
Education
Southern New Hampshire University 1980 — 1985
Associates Degree, Business Management
Fidelity Investments March 2013 - Present
Fidelity Investments August 2008 - March 2013
Fidelity Investments July 2006 - August 2008
Fidelity Investments March 1999 - July 2006
John Hancock 1998 - 1999
Milliman and Robertson 1996 - 1998
Skills
Requirements Gathering, Business Analysis, SDLC, Analysis, Testing Practices, Systems, Project Management, Program Management, Project Planning, RAID, Change Management, P&L Budget Management, Capacity Planning, Blaze Advisor, Agile Methodologies, Software Project..., Strategy
Education
Southern New Hampshire University 2003 — 2005
MBA, Masters of Business Administration Concentration in Information Technology
Worcester Polytechnic Institute 1995 — 1999
Bachelor of Science, Actuarial Science
Manchester Central High School 1991 — 1995
New England Delivery August 2009 - Present
Sai People Solutions Inc. August 2008 - August 2009
Bancroft Staffing/Wilson Employment October 2006 - July 2008
PC Connection April 2005 - October 2006
Fidelity Investments February 2001 - March 2005
Education
Southern New Hampshire University
JP Morgan Chase November 2008 - Present
Genzyme July 2008 - November 2008
Tyco December 2007 - June 2008
fidelity investments December 2005 - September 2006
fidelity investments July 2003 - December 2005
fidelity investments August 1996 - July 2003
Digital Equipment Corporation 1987 - 1994
Education
Southern New Hampshire University 1984 — 1987
Fidelity Investments June 2006 - Present
Fidelity Investments June 2003 - June 2006
Fidelity Investments October 2000 - June 2003
Liebert Corporation 1996 - 2000
Liebert Global Services 1991 - 1996
Liebert Global Services 1988 - 1991
US Navy 1982 - 1988
Skills
Vendor Management, Data Center, Infrastructure, Management, Project Management, Business Analysis, Strategy, Process Improvement, Financial Services, Contract Negotiation, Contract Management, Leadership, IT Management, Corporate Real Estate, Program Management
Education
Southern New Hampshire University
MBA
Epsilon June 2012 - Present
Fidelity Investments June 2008 - September 2010
Janus Capital Group 1997 - May 2008
Berger Mutual Funds May 1996 - September 1997
Scudder Stevens & Clark January 1994 - May 1996
Skills
Vendor Management, Business Analysis, Process Improvement, Data Analysis, Business Intelligence, Visio, Business Process..., MS Project, Problem Solving, Requirements Analysis, Project Planning, Analysis, Change Management, Business Requirements, Integration, Excel, Project Delivery, PowerPoint, Project Management, Project Portfolio..., PMO, Leadership, SharePoint, SDLC, Management
Education
Southern New Hampshire University
BS, Accounting
Self Employed September 2002 - Present
Fidelity Investments October 2005 - August 2007
Wilson5 Company March 1999 - September 2005
Tri-State Wholesale Inc. September 1992 - February 1998
Kedwell Software September 1987 - July 1991
Raytheon May 1983 - August 1986
Skills
Financial Analysis, Options, Foreign Exchange, Finance, Strategic Financial..., Mutual Funds, Financial Modeling, Accounting System, Investments, GAAP, Investment Management, Sarbanes-Oxley Act, Commodity, Asset Managment, Alternative Investments, Asset Allocation, Asset Management, Corporate Finance, Credit Analysis, Equities, Equity Research, Financial Advisory, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Portfolio Management, Risk Management, Securities, Valuation, Wealth Management
Education
Yale School of Management 2010 — 2011
online course, Finance
McIntosh College 1986 — 1987
CPA Certification, Accounting
Southern NH University 1979 — 1983
B.S., General Management / Accounting
Fidelity Investments May 2007 - Present
Fidelity Investments May 2006 - May 2007
Education
Southern New Hampshire University 2003 — 2007
BS, Accounting, Finance
Liberty Mutual Insurance June 2002 - Present
FIRST Robotics 2001 - 2002
Fidelity Investments 1998 - 2001
Skills
Project Planning, Project Portfolio..., Project Execution, Operations Management, Budget, Program Management, Visio, MS Project, Software Project..., SDLC, Vendor Management, Insurance, Process Improvement, Business Analysis, Change Management, Team Leadership, Requirements Gathering, Management, Project Management
Education
Southern New Hampshire University 1988 — 1990
MBA, Finance
University of New Hampshire 1981 — 1985
BS, Business
Fidelity Investments Client ServiceADP1997 - 2007
Education
Southern New Hampshire University 1994 — 1998
Fidelity Investments June 2005 - Present
ADP Retirement Services 2003 - 2005
Scudder Investments 1995 - 2003
Skills
401k, Retirement, Relationship Management, Employee Benefits, Defined Contribution, Process Improvement, Alternative Investments, Insurance, Benefits Administration, Series 24, Employee Relations, Financial Services, Investment Advisory, PeopleSoft, Strategic Financial..., Retirement Planning, Management
Education
Southern New Hampshire University 1992 — 1994
Associate's degree, Business Administration
Fidelity Investments February 2008 - Present
Fidelity Investments May 2007 - February 2008
Fidelity Investments January 2005 - May 2007
Fidelity Investments January 2004 - January 2005
Fidelity Investments August 2001 - January 2004
Fidelity Investments October 2000 - August 2001
Skills
Process Improvement, Business Analysis, Risk Management, Project Management, Data Analysis, Payroll, Six Sigma, Visio, Requirements Gathering, Access
Education
Southern New Hampshire University 2007 — 2009
MBA, Masters of Business Administration
Southern New Hampshire University 2002 — 2005
Bachelor of Science in Business adminstration, Accounting
C&S Wholesale Grocers 2008 - 2009
Fidelity Investments 2000 - 2008
Time Warner Inc. 1995 - 2000
Skills
Employee Relations, Human Resources, Management, Recruiting, Talent Acquisition, Leadership
Education
Southern New Hampshire University 2001 — 2004
BS, HR, Psychology, Sociology
Broadridge September 2014 - Present
Fidelity Investments January 2011 - June 2014
Fidelity Investments January 2006 - December 2010
Fidelity Investments January 2001 - December 2006
Fidelity Investments December 1999 - December 2000
Fidelity Investments June 1998 - November 1999
Skills
Business Analysis, SDLC, Agile Methodologies, Software Project..., Requirements Gathering, Process Improvement, Requirements Analysis, Visio, Business Process..., Business Requirements, Vendor Management, Testing
Education
Southern New Hampshire University
Associate's degree, Accounting
Fidelity Investments June 2000 - Present
Digital Equipment Corporation May 1984 - July 1996
Skills
SDLC, Business Analysis, Requirements Analysis
Education
Southern New Hampshire University 1988 — 1991
MIS, Computers
The George Washington University 1977 — 1981
History
Prospect Mortgage, LLC November 2011 - Present
Fidelity Investments January 2006 - December 2007
Fidelity Investments 2002 - 2006
Education
Southern New Hampshire University 1998 — 2002
Fidelity Investments December 1989 - Present
Skills
Strategic Financial..., Financial Analysis, Financial Modeling
Education
Southern New Hampshire University 1985 — 1989
Bachelor of Science, Business Administration
Fidelity Investments July 2004 - Present
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Paymentech 2000 - 2004
Paymentech 1998 - 2000
Paymentech 1996 - 2000
litle & company 1989 - 1996
Skills
Business Analysis, Process Improvement, Project Management, Vendor Management, Management
Education
Southern New Hampshire University 1991 — 1995
MBA
Castle Jr. College 1989 — 1991
Associates, Finance
IBM (Thailand) June 2010 - Present
Fidelity Investments June 2006 - May 2010
Thai Equipment Research Company ltd. July 2005 - June 2006
Keane February 1997 - June 2005
Skills
Software Project..., PMP, SDLC, DB2, Requirements Analysis, Business Analysis, Program Management, Business Intelligence, Management
Education
Southern New Hampshire University 1996 — 2004
Master, MIS/MBA Marketing
Thammasat University 1988 — 1992
BSc, Statistics
New Hampshire Orthopaedic Center July 2010 - Present
Fidelity Investments 1995 - 2000
Four Seasons 1990 - 1995
Skills
Onboarding, Employee Relations, Applicant Tracking..., College Recruiting, Benefits Administration, Talent Acquisition, Succession Planning, Talent Management, Human Resources, Healthcare, Deferred Compensation, Performance Management, HRIS, Recruiting, Workforce Planning, Program Management, Training, Employee Benefits, Leadership, Leadership Development, Personnel Management
Education
Southern New Hampshire University 1990 — 1994
BS, Hotel Restaurant Mangement
Fidelity Investments December 2009 - Present
State Street Bank February 2009 - June 2009
Fidelity Investments September 2007 - December 2008
Fidelity Investment 2007 - 2008
Education
Southern New Hampshire University 2000 — 2002
Masters, ICED
Oracle May 2014 - Present
Melissa Barrick Photography LLC January 2008 - Present
ExaGrid Systems January 2010 - November 2013
AML Partners 2010 - 2010
Fidelity Investments April 2007 - December 2009
Skills
Marketing, Sales, Salesforce.com, Lead Generation, CRM, Solution Selling, Account Management, Business Development, Channel Partners, Email Marketing, Go-to-market Strategy, Marketing Strategy, SaaS, Strategic Partnerships, Sales Process, Product Marketing
Education
Southern New Hampshire University 2009 — 2014
BS, Business Administration/Finance
John Hancock Financial Services August 2015 - Present
Fidelity Investments March 2007 - Present
Fidelity January 2006 - March 2007
Skills
Teaching, Training & Development, Training, Analysis, Instructional Design, Mutual Funds, Financial Services, Fixed Income, Account Reconciliation, Research, Trading, Business Process, Auditing, Leadership, Program Management, Management
Education
Southern New Hampshire University 2010 — 2013
Master of Education, Instructional Design, 3.849 GPA
University of New Hampshire
Bachelor of Arts, English
Medicus Anesthesia May 2007 - Present
Fidelity Investments October 2006 - July 2008
Skills
Customer Service, Recruiting, Outlook, Cold Calling, Employee Relations, Marketing, Account Management, Social Media, Team Building, Strategic Planning, Talent Acquisition, CRM, Sourcing, Healthcare, Human Resources, Staffing Services, Temporary Staffing
Education
Southern New Hampshire University 2002 — 2006
Sport Management
The Davis Companies November 2009 - Present
Fidelity Investments April 2008 - March 2009
Fidelity Investments August 1998 - March 2009
Manchester/Hooksett NH 03106 January 2005 - July 2008
Fidelity Investments September 2001 - January 2005
Fidelity Investments August 1998 - October 2001
Education
Southern New Hampshire University
BA, Human Resource Management; General Studies
MassMutual Financial Group September 2014 - Present
MetLife October 2013 - September 2014
Fidelity Investments February 2012 - June 2013
Skills
Retirement Planning, Retirement, Mutual Funds, Series 7, Series 63, Financial Services, Finance, Investments, Insurance, Fixed Annuities, Financial Analysis
Education
Southern New Hampshire University 2006 — 2010
Bachelor's degree, Business Administration
Fidelity Investments 2011 - Present
Fidelity Investments - Enterprise Compliance 1995 - 2010
Skills
Oracle, Java, JSP development, SQL*Plus, Agile Leadership, .NET, Reporting Technologies, Data Warehousing, Vendor Management Skills, Project Management
Education
Southern New Hampshire University 1980 — 1984
Bachelor, Management Information Systems
Fidelity Investments October 2011 - Present
Education
Southern New Hampshire University
Master of Arts (M.A.), Curriculum and Instruction
Hewlett-Packard January 2013 - Present
Hewlett-Packard August 2010 - January 2013
Hewlett-Packard February 2010 - August 2010
Fidelity Investments January 1997 - July 2000
Skills
Process Improvement, Program Management, Business Process, Training, Project Management, Human Resources, Leadership, Testing, Payroll, Employee Benefits, PeopleSoft, Recruiting, HRIS, Management
Education
Southern New Hampshire University 2006 — 2009
Business Management
Fidelity Investments Team LeadFidelity Investments$
Education
Southern New Hampshire University
Business Administration and Management, General
McLane Middleton August 2014 - Present
Act II Salon and Medical Spa December 2013 - August 2014
Owen's Car Care May 2012 - August 2014
Absolute Elegance Salon September 2008 - May 2012
PT Research Inc. May 2005 - September 2007
Fidelity Investments August 1998 - December 2002
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Purchasing, PowerPoint, Accounts Payable, Outlook, Accounts Receivable, Inventory Management, Payroll, Budgets, Office Management, Accounting, QuickBooks, Social Media, Long-term Customer..., Legal Research
Education
Southern New Hampshire University
English Language and Literature, General
Liberty Utilities October 2014 - Present
Fidelity Investments March 2013 - September 2013
TD September 2012 - March 2013
Walmart July 2007 - January 2010
Skills
Customer Service, Finance, Equities, Securities, Trading, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Data Entry, Loss Prevention, Outlook, Access, Customer Satisfaction, Sales, Team Leadership, Teamwork, Risk Management, Accounting
Education
Southern New Hampshire University 2012 — 2016
Accounting
Fidelity Investments 1993 - 2013
T. Rowe Price January 1991 - September 1993
Education
Southern New Hampshire University 1977 — 1981
Bachelor's degree, Marketing
Fidelity Investments April 2015 - Present
Fidelity Investments April 2011 - April 2015
San Francisco Wine Exchange April 2005 - December 2008
Skills
Investments, Microsoft Excel, Financial Services, Process Improvement, Series 7, Customer Experience, Trading, Time Management, Series 63, Teamwork, Employee Training, Team Motivation, Mutual Funds
Education
Southern New Hampshire University
Bachelor of Business Administration (BBA)
Fidelity Investments July 2006 - Present
Education
Southern New Hampshire University
Master of Business Administration (MBA)
Southern New Hampshire University
Master of Science (MS), Information Technology
Leddy Group August 2015 - Present
Hannover Eats LLC 2012 - 2015
Patch & FitzGerald, P.A. 2010 - 2012
Home Instead Senior Care 2008 - 2010
Fidelity Investments 2004 - 2006
Skills
Human Resources
Education
Southern New Hampshire University
Business Administration and Management, General