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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Fidelity Investments Employees
Employee
Years
Job
Industry
Frank Demattia Frank Demattia's Fidelity Investments Experience June 2007 - August 2007
Job Budget Blinds of Manhattan
Industry Design
Experience
Budget Blinds of Manhattan January 2014 - Present
One Up Event Design February 2011 - May 2014
Barclays Capital October 2010 - December 2012
FINRA April 2008 - October 2010
Fidelity Investments June 2007 - August 2007
Skills
Microsoft Excel, Flowers, Floral Design, Event Planning, Event Management, Events, Sales, Management, Financial Analysis, Entrepreneurship, Finance, Financial Regulation, Marketing, Investments, Budgets, Securities, Vases, Flower Arrangements, Flower Delivery, Investment Banking, Private Equity, Equities
Education
St. John's University 2003 — 2007
B.S, Finance
Budget Blinds of Manhattan January 2014 - Present
One Up Event Design February 2011 - May 2014
Barclays Capital October 2010 - December 2012
FINRA April 2008 - October 2010
Fidelity Investments June 2007 - August 2007
Skills
Microsoft Excel, Flowers, Floral Design, Event Planning, Event Management, Events, Sales, Management, Financial Analysis, Entrepreneurship, Finance, Financial Regulation, Marketing, Investments, Budgets, Securities, Vases, Flower Arrangements, Flower Delivery, Investment Banking, Private Equity, Equities
Education
St. John's University 2003 — 2007
B.S, Finance
Lisa Quartarone Lisa Quartarone's Fidelity Investments Experience March 1998 - June 2008
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab April 2012 - April 2014
Wells Fargo Private Bank 2010 - 2012
US Bank Private Client Reserve 2009 - 2011
Fidelity Investments March 1998 - June 2008
Skills
Wealth Management, Wealth Management..., Wealth, Strategic Financial..., Finance, High Net Worth..., Relationship Management, Series 7, Financial Planners, Retirement
Education
St. Cloud State University 1990 — 1995
BA, Political Science
Charles Schwab July 2014 - Present
Charles Schwab April 2012 - April 2014
Wells Fargo Private Bank 2010 - 2012
US Bank Private Client Reserve 2009 - 2011
Fidelity Investments March 1998 - June 2008
Skills
Wealth Management, Wealth Management..., Wealth, Strategic Financial..., Finance, High Net Worth..., Relationship Management, Series 7, Financial Planners, Retirement
Education
St. Cloud State University 1990 — 1995
BA, Political Science
Bill Quinn Bill Quinn's Fidelity Investments Experience April 2006 - October 2007
Job Chief Operating Officer, Global Sales Strategy & Operations at Broadridge Financial Solutions, Inc.
Industry Financial Services
Experience
Broadridge Financial Solutions April 2015 - Present
Broadridge Financial Solutions July 2013 - April 2015
Broadridge Financial Solutions, Inc. November 2007 - June 2013
Fidelity Investments April 2006 - October 2007
ADP Brokerage Services June 2005 - April 2006
ADP Brokerage Services March 2003 - June 2005
ADP Brokerage Services October 2000 - March 2003
ADP Brokerage Services January 1998 - November 2000
Skills
Sales Management, Product Management, General Management, Product Marketing, Brokerage Operations, Financial Services..., BPO, Project Management, Sales Recruitment &..., Customer Segmentation..., Marketing Management, Consultative Selling, New Business Development, Strategic Planning, Technical Writing, Customer Communication, Financial Services, Management, Brokers, Securities, Mutual Funds, Series 63, Series 24, Series 7, Relationship Management, FINRA, Business Analysis, Capital Markets, Business Strategy, Executive Management, Competitive Analysis, Change Management, Sales Compensation, Financial Analysis, Pricing Strategy, Cross-functional Team..., Investments, Finance, Outsourcing, Strategy, CRM, Banking
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
M.B.A., Management
State University of New York College at Fredonia 1988 — 1992
B.S./B.A., Business Administration / Economics
Wharton Business School
Executive Education Progams, Leading the Effective Salesforce; SIFMA Securities Industry Institute
Broadridge Financial Solutions April 2015 - Present
Broadridge Financial Solutions July 2013 - April 2015
Broadridge Financial Solutions, Inc. November 2007 - June 2013
Fidelity Investments April 2006 - October 2007
ADP Brokerage Services June 2005 - April 2006
ADP Brokerage Services March 2003 - June 2005
ADP Brokerage Services October 2000 - March 2003
ADP Brokerage Services January 1998 - November 2000
Skills
Sales Management, Product Management, General Management, Product Marketing, Brokerage Operations, Financial Services..., BPO, Project Management, Sales Recruitment &..., Customer Segmentation..., Marketing Management, Consultative Selling, New Business Development, Strategic Planning, Technical Writing, Customer Communication, Financial Services, Management, Brokers, Securities, Mutual Funds, Series 63, Series 24, Series 7, Relationship Management, FINRA, Business Analysis, Capital Markets, Business Strategy, Executive Management, Competitive Analysis, Change Management, Sales Compensation, Financial Analysis, Pricing Strategy, Cross-functional Team..., Investments, Finance, Outsourcing, Strategy, CRM, Banking
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
M.B.A., Management
State University of New York College at Fredonia 1988 — 1992
B.S./B.A., Business Administration / Economics
Wharton Business School
Executive Education Progams, Leading the Effective Salesforce; SIFMA Securities Industry Institute
Ralph Colon - CPA Ralph Colon - CPA's Fidelity Investments Experience May 1999 - April 2000
Job Head of Internal Audit
Industry Accounting
Experience
Greater New York Insurance Companies June 2006 - Present
Citi May 2005 - June 2006
Citi April 2000 - May 2005
Fidelity Investments May 1999 - April 2000
Bankers Trust July 1997 - May 1999
Fidelity Investments October 1995 - July 1997
PwC October 1993 - October 1995
Skills
Internal Audit, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, External Audit, Financial Reporting, GAAP, Financial Audits, IFRS, Financial Accounting, Enterprise Risk..., Assurance, SEC filings, Sarbanes-Oxley, CPA, Financial Statements, Financial Analysis, COSO
Education
St. Francis College
Bachelor of Science (BS), Accounting
Greater New York Insurance Companies June 2006 - Present
Citi May 2005 - June 2006
Citi April 2000 - May 2005
Fidelity Investments May 1999 - April 2000
Bankers Trust July 1997 - May 1999
Fidelity Investments October 1995 - July 1997
PwC October 1993 - October 1995
Skills
Internal Audit, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, External Audit, Financial Reporting, GAAP, Financial Audits, IFRS, Financial Accounting, Enterprise Risk..., Assurance, SEC filings, Sarbanes-Oxley, CPA, Financial Statements, Financial Analysis, COSO
Education
St. Francis College
Bachelor of Science (BS), Accounting
Michael S. McLaughlin Michael S. McLaughlin's Fidelity Investments Experience January 2009 - April 2010
Job Director, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Veritude July 2011 - August 2012
Fidelity Investments January 2009 - April 2010
Fidelity Investments October 2007 - December 2008
OSG Project Management Office- Fidelity Investments November 2006 - September 2007
Fidelity Investments July 2003 - October 2006
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 1996 - January 1999
Mutual Fund No-Load Trading April 1993 - September 1996
Proprietary Core Money Markets May 1991 - September 1996
Skills
Series 7, Series 24, Series 63, Securities, Mutual Funds, Financial Services, Portfolio Management, Trading, Alternative Investments, Prime Brokerage, Options, Back Office, Financial Markets, Risk Management, Banking, Executive Management
Education
St. Francis College
Bachelor of Science Degree, Management
Veritude July 2011 - August 2012
Fidelity Investments January 2009 - April 2010
Fidelity Investments October 2007 - December 2008
OSG Project Management Office- Fidelity Investments November 2006 - September 2007
Fidelity Investments July 2003 - October 2006
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 1996 - January 1999
Mutual Fund No-Load Trading April 1993 - September 1996
Proprietary Core Money Markets May 1991 - September 1996
Skills
Series 7, Series 24, Series 63, Securities, Mutual Funds, Financial Services, Portfolio Management, Trading, Alternative Investments, Prime Brokerage, Options, Back Office, Financial Markets, Risk Management, Banking, Executive Management
Education
St. Francis College
Bachelor of Science Degree, Management
Joseph A Giordano Joseph A Giordano's Fidelity Investments Experience July 2008 - August 2010
Job Senior Vice President at US Bank
Industry Financial Services
Experience
US Bank August 2010 - Present
Fidelity Investments July 2008 - August 2010
JPMorgan Chase 1996 - 2008
Bankers Trust 1979 - 1996
Skills
Cross-functional Team..., Asset Managment, Leadership, Investments, Equities, Change Management, Banking, Fixed Income, Portfolio Management, Hedge Funds, Management, Wealth Management, Alternative Investments, Financial Services, Structured Finance, Executive Management, Risk Management, Asset Management, Relationship Management, Series 7, Team Leadership, Securities, Financial Risk, Strategy, Financial Analysis, Investment Banking, Mergers & Acquisitions, Derivatives, Sales, Loans, Bonds, Thought Leadership, Mutual Funds, Due Diligence, Capital Markets, Business Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
MBA, Finance
St. Francis College 1975 — 1979
BA, Accounting
US Bank August 2010 - Present
Fidelity Investments July 2008 - August 2010
JPMorgan Chase 1996 - 2008
Bankers Trust 1979 - 1996
Skills
Cross-functional Team..., Asset Managment, Leadership, Investments, Equities, Change Management, Banking, Fixed Income, Portfolio Management, Hedge Funds, Management, Wealth Management, Alternative Investments, Financial Services, Structured Finance, Executive Management, Risk Management, Asset Management, Relationship Management, Series 7, Team Leadership, Securities, Financial Risk, Strategy, Financial Analysis, Investment Banking, Mergers & Acquisitions, Derivatives, Sales, Loans, Bonds, Thought Leadership, Mutual Funds, Due Diligence, Capital Markets, Business Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
MBA, Finance
St. Francis College 1975 — 1979
BA, Accounting
Omar Trujillo Omar Trujillo's Fidelity Investments Experience August 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Sherman Bridge Lending April 2015 - September 2015
Fidelity Investments September 2013 - April 2015
Sharp Shooters Knife and Gun 2012 - 2013
Skills
Time Management, Retail, Inventory Management, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Merchandising, Customer Service, Sales, PowerPoint, Microsoft Word, Visual Merchandising, Marketing, Teamwork, Strategic Planning, Real Estate, Creative Real Estate..., Sales Process, Direct Sales, Sales Operations
Education
Texas Tech University 2010 — 2013
Bachelor of Arts (BA), Electronic Media and Communications
Saint John's University - Peter J. Tobin College of Business 2008 — 2010
Bachelor of Science (BS), Finance, General
Fidelity Investments August 2015 - Present
Sherman Bridge Lending April 2015 - September 2015
Fidelity Investments September 2013 - April 2015
Sharp Shooters Knife and Gun 2012 - 2013
Skills
Time Management, Retail, Inventory Management, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Merchandising, Customer Service, Sales, PowerPoint, Microsoft Word, Visual Merchandising, Marketing, Teamwork, Strategic Planning, Real Estate, Creative Real Estate..., Sales Process, Direct Sales, Sales Operations
Education
Texas Tech University 2010 — 2013
Bachelor of Arts (BA), Electronic Media and Communications
Saint John's University - Peter J. Tobin College of Business 2008 — 2010
Bachelor of Science (BS), Finance, General
Steven Wozniak Steven Wozniak's Fidelity Investments Experience May 2000 - February 2002
Job Global Executive for Cloud Sales and Strategy Pega Cloud at Pegasystems
Industry Information Technology and Services
Experience
Pegasystems April 2015 - Present
Verizon l Enterprise Cloud Services October 2012 - April 2015
SunGard Availability Services September 2011 - October 2012
Callico October 2004 - September 2011
Milton Academy February 2002 - October 2004
Fidelity Investments May 2000 - February 2002
Skills
Data Center, Virtualization, Cloud Computing, Managed Services, Networking, Disaster Recovery, Servers, Cisco Technologies, Routers, Pre-sales, Enterprise Architecture, Firewalls, Business Continuity, Active Directory, Infrastructure, Switches, Solutions Design, Microsoft Exchange, Network Security, Network Design, IT Operations, Pega PRPC
Education
University of Massachusetts Dartmouth 1997 — 2000
Bachelor Degree
Springfield College 1995 — 1996
Pegasystems April 2015 - Present
Verizon l Enterprise Cloud Services October 2012 - April 2015
SunGard Availability Services September 2011 - October 2012
Callico October 2004 - September 2011
Milton Academy February 2002 - October 2004
Fidelity Investments May 2000 - February 2002
Skills
Data Center, Virtualization, Cloud Computing, Managed Services, Networking, Disaster Recovery, Servers, Cisco Technologies, Routers, Pre-sales, Enterprise Architecture, Firewalls, Business Continuity, Active Directory, Infrastructure, Switches, Solutions Design, Microsoft Exchange, Network Security, Network Design, IT Operations, Pega PRPC
Education
University of Massachusetts Dartmouth 1997 — 2000
Bachelor Degree
Springfield College 1995 — 1996
Christopher R. Winn, M.Ed's Fidelity Investments Experience May 2012 - August 2012
Job Residence Director at Western New England University
Industry Higher Education
Experience
Western New England University February 2015 - Present
Becker College August 2014 - February 2015
University of Hartford May 2013 - August 2014
Dean College June 2014 - July 2014
University of Hartford January 2014 - June 2014
Fidelity Investments May 2012 - August 2012
Hatworld and Lids August 2008 - August 2011
Rocky Mountain Chocolate Factory October 2006 - August 2009
Skills
Customer Service, Recruiting, Time Management, Public Speaking, Residence Life, Student Conduct, Event Planning, PowerPoint, Social Media, Social Networking, Microsoft Office, Event Management, Data Entry, Microsoft Excel, Microsoft Word, Sales, Leadership Development, Editing, Research, Leadership, Facebook, Fundraising, Critical Thinking, Community Outreach, Marketing, Teaching, Volunteer Management, Blogging, Inventory Management, Access, Outlook, Marketing Strategy, Student Affairs, Teamwork, Social Media Marketing, Data Analysis, Training, Nonprofits, Public Relations, Word, Team Leadership, Greek Life, Admissions, Admissions Counseling
Education
Springfield College 2014 — 2015
Master’s Degree, Higher Education: Student Personnel Administration
University of Hartford 2009 — 2013
Bachelor of Arts (B.A.), United States History
North Attleboro High School
Western New England University February 2015 - Present
Becker College August 2014 - February 2015
University of Hartford May 2013 - August 2014
Dean College June 2014 - July 2014
University of Hartford January 2014 - June 2014
Fidelity Investments May 2012 - August 2012
Hatworld and Lids August 2008 - August 2011
Rocky Mountain Chocolate Factory October 2006 - August 2009
Skills
Customer Service, Recruiting, Time Management, Public Speaking, Residence Life, Student Conduct, Event Planning, PowerPoint, Social Media, Social Networking, Microsoft Office, Event Management, Data Entry, Microsoft Excel, Microsoft Word, Sales, Leadership Development, Editing, Research, Leadership, Facebook, Fundraising, Critical Thinking, Community Outreach, Marketing, Teaching, Volunteer Management, Blogging, Inventory Management, Access, Outlook, Marketing Strategy, Student Affairs, Teamwork, Social Media Marketing, Data Analysis, Training, Nonprofits, Public Relations, Word, Team Leadership, Greek Life, Admissions, Admissions Counseling
Education
Springfield College 2014 — 2015
Master’s Degree, Higher Education: Student Personnel Administration
University of Hartford 2009 — 2013
Bachelor of Arts (B.A.), United States History
North Attleboro High School
Thad C.L. Reed Thad C.L. Reed's Fidelity Investments Experience 1991 - 1998
Job Stock Analysis and Portfolio Management System Consultant
Industry Financial Services
Experience
Fidelity Investments 1991 - 1998
Skills
Series 63, Series 7, Banking, Cross Selling, Series 6, Customer Relations, Customer Service, 401k, Retirement Planning, Retirement, Securities, Investments, Insurance, Annuities, Capital Markets, Financial Services
Education
Springfield College 1987 — 1991
Bachelor of Science
Norwell
Fidelity Investments 1991 - 1998
Skills
Series 63, Series 7, Banking, Cross Selling, Series 6, Customer Relations, Customer Service, 401k, Retirement Planning, Retirement, Securities, Investments, Insurance, Annuities, Capital Markets, Financial Services
Education
Springfield College 1987 — 1991
Bachelor of Science
Norwell
Patrick Qua, CEP, CEBS Patrick Qua, CEP, CEBS's Fidelity Investments Experience May 2011 - Present
Job Director Business Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments October 2003 - April 2011
Fidelity Investments December 2000 - September 2003
Fidelity Investments July 1999 - November 2000
Fidelity Investments July 1998 - June 1999
Fidelity Investments March 1997 - June 1998
Fidelity Investments November 1995 - February 1997
Fidelity Investments October 1991 - October 1995
CIGNA January 1989 - June 1991
Skills
Series 7, 401k, Retirement, Vendor Management, Equity Compensation, Project Portfolio..., People Management, Series 24, Process Improvement, Management, Retirement Planning, Business Analysis, Equities, Analysis, CRM, Leadership, Change Management, Employee Benefits
Education
University of Connecticut 1985 — 1988
BA, Economics
St. Lawrence University 1983 — 1984
Fidelity Investments May 2011 - Present
Fidelity Investments October 2003 - April 2011
Fidelity Investments December 2000 - September 2003
Fidelity Investments July 1999 - November 2000
Fidelity Investments July 1998 - June 1999
Fidelity Investments March 1997 - June 1998
Fidelity Investments November 1995 - February 1997
Fidelity Investments October 1991 - October 1995
CIGNA January 1989 - June 1991
Skills
Series 7, 401k, Retirement, Vendor Management, Equity Compensation, Project Portfolio..., People Management, Series 24, Process Improvement, Management, Retirement Planning, Business Analysis, Equities, Analysis, CRM, Leadership, Change Management, Employee Benefits
Education
University of Connecticut 1985 — 1988
BA, Economics
St. Lawrence University 1983 — 1984
Nick Wisniowiecki Nick Wisniowiecki's Fidelity Investments Experience July 2014 - Present
Job Associate Network Engineer at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments July 2014 - Present
St. Edward's University August 2010 - May 2014
Fidelity Investments May 2013 - August 2013
Conestoga-Rovers & Associates (CRA) May 2012 - August 2012
Cinemark May 2009 - February 2012
Education
St. Edward's University 2010 — 2014
Bachelor of Arts (B.A.), Computer Information Science
The Woodlands High School 2006 — 2010
Fidelity Investments July 2014 - Present
St. Edward's University August 2010 - May 2014
Fidelity Investments May 2013 - August 2013
Conestoga-Rovers & Associates (CRA) May 2012 - August 2012
Cinemark May 2009 - February 2012
Education
St. Edward's University 2010 — 2014
Bachelor of Arts (B.A.), Computer Information Science
The Woodlands High School 2006 — 2010
Diana McGarry Diana McGarry's Fidelity Investments Experience November 2006 - December 2007
Job Consultant Information and Business Process Architect. Looking for next project opportunity
Industry Information Technology and Services
Experience
McGarry Digital Services January 2010 - Present
Knowtoable 2009 - Present
Campbell Alliance 2008 - 2008
Fidelity Investments November 2006 - December 2007
Accenture 2005 - 2006
Skills
Knowledge Management, SharePoint, Information Architecture, Documentum, Web Design, Kana, Content Management, Taxonomy, Metadata, Portals, Information Management, Enterprise Content..., Solution Architecture, SEO, Program Management, Document Management, Project Management, Consulting, Requirements Gathering, Business Process Design, IT Strategy, Enterprise Architecture, SDLC, Business Process...
Education
Syracuse University 1991 — 1992
Masters, Library Science
St. Catherine University 1986 — 1989
Bachelors, Information Management
McGarry Digital Services January 2010 - Present
Knowtoable 2009 - Present
Campbell Alliance 2008 - 2008
Fidelity Investments November 2006 - December 2007
Accenture 2005 - 2006
Skills
Knowledge Management, SharePoint, Information Architecture, Documentum, Web Design, Kana, Content Management, Taxonomy, Metadata, Portals, Information Management, Enterprise Content..., Solution Architecture, SEO, Program Management, Document Management, Project Management, Consulting, Requirements Gathering, Business Process Design, IT Strategy, Enterprise Architecture, SDLC, Business Process...
Education
Syracuse University 1991 — 1992
Masters, Library Science
St. Catherine University 1986 — 1989
Bachelors, Information Management
John MacGillivray John MacGillivray's Fidelity Investments Experience January 2010 - Present
Job Senior Programmer Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments July 2007 - December 2009
Fidelity Investments May 2006 - July 2007
Fidelity Investments March 2003 - May 2006
Fidelity Investments February 2000 - March 2003
Fidelity Investments May 1997 - February 2000
Fidelity Investments February 1996 - May 1997
Skills
Business Analysis
Education
Herzing College 1998 — 1999
Applied Information Technology, Information Technology
St. Francis Xavier University 1990 — 1994
BBA, Business Administration
Fidelity Investments January 2010 - Present
Fidelity Investments July 2007 - December 2009
Fidelity Investments May 2006 - July 2007
Fidelity Investments March 2003 - May 2006
Fidelity Investments February 2000 - March 2003
Fidelity Investments May 1997 - February 2000
Fidelity Investments February 1996 - May 1997
Skills
Business Analysis
Education
Herzing College 1998 — 1999
Applied Information Technology, Information Technology
St. Francis Xavier University 1990 — 1994
BBA, Business Administration
John P. MacKinnon John P. MacKinnon's Fidelity Investments Experience February 2014 - Present
Job Director, Technical Investigations,Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments February 2014 - Present
Homeland Security Investigations -U.S. Department of Homeland Security January 2001 - 2014
United States Customs Service May 1998 - December 2000
United States Customs Service- Office of Investigations December 1996 - May 1998
United States Customs Service May 1988 - December 1996
Skills
Managing High..., Criminal Investigations, Computer Forensics, Intellectual Property..., Congressional Liaison, International Relations, Internet Security, Supervisory Experience, Intellectual Property, Federal Law Enforcement, Investigation, Enforcement, Private Investigations, Counterterrorism, Undercover, Internal Investigations, Homeland Security, Internet Investigations, Police, Evidence, Criminal Justice, Crisis Management, Counterintelligence, Fraud, Forensic Analysis, Emergency Management, Cybercrime, Security, Surveillance, Interrogation, Firearms, Executive Protection, Government, Risk Assessment, Federal Law, Physical Security, Law Enforcement..., Security Management, Intelligence Analysis, Tactics, Security Operations, Public Safety, Law Enforcement..., Special Operations, High Performance Teams, Background Checks, Corporate Security, Criminal Intelligence, National Security, Personal Protection
Education
St. Francis Xavier University 1979 — 1983
B.A., Political Science, Economics
CITP 835
St.Bernards CCHS
Diploma
Fidelity Investments February 2014 - Present
Fidelity Investments February 2014 - Present
Homeland Security Investigations -U.S. Department of Homeland Security January 2001 - 2014
United States Customs Service May 1998 - December 2000
United States Customs Service- Office of Investigations December 1996 - May 1998
United States Customs Service May 1988 - December 1996
Skills
Managing High..., Criminal Investigations, Computer Forensics, Intellectual Property..., Congressional Liaison, International Relations, Internet Security, Supervisory Experience, Intellectual Property, Federal Law Enforcement, Investigation, Enforcement, Private Investigations, Counterterrorism, Undercover, Internal Investigations, Homeland Security, Internet Investigations, Police, Evidence, Criminal Justice, Crisis Management, Counterintelligence, Fraud, Forensic Analysis, Emergency Management, Cybercrime, Security, Surveillance, Interrogation, Firearms, Executive Protection, Government, Risk Assessment, Federal Law, Physical Security, Law Enforcement..., Security Management, Intelligence Analysis, Tactics, Security Operations, Public Safety, Law Enforcement..., Special Operations, High Performance Teams, Background Checks, Corporate Security, Criminal Intelligence, National Security, Personal Protection
Education
St. Francis Xavier University 1979 — 1983
B.A., Political Science, Economics
CITP 835
St.Bernards CCHS
Diploma
Thomas Downey Thomas Downey's Fidelity Investments Experience October 1997 - October 2007
Job Senior Business Continuity Analyst at Santander Bank, N.A.
Industry Insurance
Experience
Santander Bank, N.A. June 2015 - Present
Sun Life Financial May 2013 - Present
University of Massachusetts Amherst January 2013 - May 2013
Plymouth Rock Assurance May 2011 - May 2012
State Street October 2007 - May 2011
Fidelity Investments October 1997 - October 2007
Skills
Business Continuity, Risk Management, Incident Management, Business Continuity..., Disaster Recovery, Emergency Management, Information Security..., ITIL, Information Security, Financial Risk, Risk Assessment, ISO 27001, Enterprise Risk..., Program Management, Vendor Management
Education
Springfield College 1988 — 1993
Santander Bank, N.A. June 2015 - Present
Sun Life Financial May 2013 - Present
University of Massachusetts Amherst January 2013 - May 2013
Plymouth Rock Assurance May 2011 - May 2012
State Street October 2007 - May 2011
Fidelity Investments October 1997 - October 2007
Skills
Business Continuity, Risk Management, Incident Management, Business Continuity..., Disaster Recovery, Emergency Management, Information Security..., ITIL, Information Security, Financial Risk, Risk Assessment, ISO 27001, Enterprise Risk..., Program Management, Vendor Management
Education
Springfield College 1988 — 1993
Dennis Deans's Fidelity Investments Experience 1996 - 1999
Job Human Resources Executive at Bank of America
Industry Human Resources
Experience
Bank of America December 2011 - Present
Bank of America May 2010 - November 2011
New Jersey Institute of Technology (Enterprise Development Center) August 2009 - April 2010
American Express 2008 - July 2009
American Express 2006 - 2008
American Express 2003 - 2006
GE Capital/Kelly IT Services 2002 - 2002
American Express 2000 - 2001
Fidelity Investments 1996 - 1999
Skills
Employee Engagement, Employee Relations, Human Resources, Leadership, Organizational Design, Organizational..., Performance Management, Personnel Management, Process Improvement, Relationship Management, Sales Compensation, Strategy, Succession Planning, Talent Management
Education
Archbishop Molloy High School
Saint John's University
BS
Saint John's University - Peter J. Tobin College of Business
MBA
Bank of America December 2011 - Present
Bank of America May 2010 - November 2011
New Jersey Institute of Technology (Enterprise Development Center) August 2009 - April 2010
American Express 2008 - July 2009
American Express 2006 - 2008
American Express 2003 - 2006
GE Capital/Kelly IT Services 2002 - 2002
American Express 2000 - 2001
Fidelity Investments 1996 - 1999
Skills
Employee Engagement, Employee Relations, Human Resources, Leadership, Organizational Design, Organizational..., Performance Management, Personnel Management, Process Improvement, Relationship Management, Sales Compensation, Strategy, Succession Planning, Talent Management
Education
Archbishop Molloy High School
Saint John's University
BS
Saint John's University - Peter J. Tobin College of Business
MBA
Paul DiIulio Paul DiIulio's Fidelity Investments Experience January 2007 - January 2010
Job at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2010 - Present
Lincoln Financial Group January 2010 - Present
Fidelity Investments January 2007 - January 2010
Fidelity Investments June 2002 - September 2007
Fidelity Investments January 1998 - June 2002
Overdelivery/Transfer January 1998 - January 2002
Charitable Gift Fund and Trust Services January 1996 - January 1998
Great Northern Annuity January 1996 - June 1996
1995Invest Financial Corp January 1992 - August 1994
Sophia Institute Press January 1991 - January 1994
Skills
Mutual Funds, Risk Management, Financial Risk, Process Improvement
Education
St. Joseph's College 1986 — 1990
M. Div, Theology
Magdalen College 1975 — 1980
BA, Humanities
Manchester Central High School
Manchester Central High School
Manchester Central High School
Lincoln Financial Group January 2010 - Present
Lincoln Financial Group January 2010 - Present
Fidelity Investments January 2007 - January 2010
Fidelity Investments June 2002 - September 2007
Fidelity Investments January 1998 - June 2002
Overdelivery/Transfer January 1998 - January 2002
Charitable Gift Fund and Trust Services January 1996 - January 1998
Great Northern Annuity January 1996 - June 1996
1995Invest Financial Corp January 1992 - August 1994
Sophia Institute Press January 1991 - January 1994
Skills
Mutual Funds, Risk Management, Financial Risk, Process Improvement
Education
St. Joseph's College 1986 — 1990
M. Div, Theology
Magdalen College 1975 — 1980
BA, Humanities
Manchester Central High School
Manchester Central High School
Manchester Central High School
Shannon Quinn Norton Shannon Quinn Norton's Fidelity Investments Experience 1984 - 1993
Job Rose's Daughter (Moving Specialist)
Industry Individual & Family Services
Experience
Rose's Daughters August 2012 - Present
School District 196 2011 - Present
NATIVITY OF OUR LORD 1998 - 2011
St Paul School School Districts 1993 - 1998
Fidelity Investments 1984 - 1993
Hubert White 1982 - 1984
Skills
Training
Education
University of St. Thomas
M.A., Education
St. Catherine University 1978 — 1982
B.A., Home Economics Clothing & Textiles
Rose's Daughters August 2012 - Present
School District 196 2011 - Present
NATIVITY OF OUR LORD 1998 - 2011
St Paul School School Districts 1993 - 1998
Fidelity Investments 1984 - 1993
Hubert White 1982 - 1984
Skills
Training
Education
University of St. Thomas
M.A., Education
St. Catherine University 1978 — 1982
B.A., Home Economics Clothing & Textiles
Sarah (Sarah Zubiate) Darrouzet's Fidelity Investments Experience 2006 - 2008
Job YMCA Director of Development & President at Zubiate Foods
Industry Civic & Social Organization
Experience
YMCA of Metropolitan Dallas May 2015 - Present
LS Darrouzet, LLC March 2013 - Present
Trinity Fiduciary Partners, LLC- Advisor to the Epiphany Mutual Funds 2011 - February 2013
Charles Schwab July 2008 - October 2011
Fidelity Investments 2006 - 2008
Skills
Investments, Portfolio Management, Strategic Financial..., Series 7, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Uniform Combined State..., Retirement Planning, Financial Modeling, Wealth Management, Mutual Funds, Equities, Investment Advisory, Risk Management, Bonds, Fixed Income, Securities, Asset Management, Investment Strategies, Leadership, Finance, Financial Services, Business Development, Banking, Bloomberg, Management, Financial Planning, Strategy, Public Speaking, Strategic Planning
Education
St. Edward's University 2002 — 2006
BBA, Finance & Marketing
The University of Texas at El Paso 2002 — 2003
Basics Completed 4.0
Faith (Agape) Christian
High school diploma
YMCA of Metropolitan Dallas May 2015 - Present
LS Darrouzet, LLC March 2013 - Present
Trinity Fiduciary Partners, LLC- Advisor to the Epiphany Mutual Funds 2011 - February 2013
Charles Schwab July 2008 - October 2011
Fidelity Investments 2006 - 2008
Skills
Investments, Portfolio Management, Strategic Financial..., Series 7, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Uniform Combined State..., Retirement Planning, Financial Modeling, Wealth Management, Mutual Funds, Equities, Investment Advisory, Risk Management, Bonds, Fixed Income, Securities, Asset Management, Investment Strategies, Leadership, Finance, Financial Services, Business Development, Banking, Bloomberg, Management, Financial Planning, Strategy, Public Speaking, Strategic Planning
Education
St. Edward's University 2002 — 2006
BBA, Finance & Marketing
The University of Texas at El Paso 2002 — 2003
Basics Completed 4.0
Faith (Agape) Christian
High school diploma
Violetta Berlin Violetta Berlin's Fidelity Investments Experience 2000 - 2003
Job business analyst
Industry Financial Services
Experience
Brown Brothers Harriman 2003 - 2005
Fidelity Investments 2000 - 2003
Brown Brothers Harriman 1998 - 2000
BNY Mellon 1997 - 1998
Skills
Equities, Fixed Income, Financial Analysis, Microsoft Office, Financial Services, Business Analysis, Mutual Funds, Microsoft Excel, Securities, Asset Managment, Back Office, Customer Service, Banking, Project Management, PowerPoint, User Acceptance Testing, Microsoft Word, Process Improvement, Photography, Portrait Photography, Start-ups, Fashion, BrioQuiry, Photoshop, Lightroom
Education
St. John's University 1994 — 1997
Bachelor of Science (BS), Finance
Brown Brothers Harriman 2003 - 2005
Fidelity Investments 2000 - 2003
Brown Brothers Harriman 1998 - 2000
BNY Mellon 1997 - 1998
Skills
Equities, Fixed Income, Financial Analysis, Microsoft Office, Financial Services, Business Analysis, Mutual Funds, Microsoft Excel, Securities, Asset Managment, Back Office, Customer Service, Banking, Project Management, PowerPoint, User Acceptance Testing, Microsoft Word, Process Improvement, Photography, Portrait Photography, Start-ups, Fashion, BrioQuiry, Photoshop, Lightroom
Education
St. John's University 1994 — 1997
Bachelor of Science (BS), Finance
Cameron Robidoux Cameron Robidoux's Fidelity Investments Experience September 2014 - Present
Job Fidelity Corporate Security Representative at Fidelity Investments
Industry
Experience
Fidelity Investments September 2014 - Present
Pelham Parks and Recreation June 2009 - August 2014
Holyoke Police Department January 2014 - May 2014
Skills
First Responder..., CPR/AED certified, ARMA Use of Force..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, English, Leadership, Customer Service, Management
Education
Springfield College 2010 — 2014
Criminal Justice
Pelham High School 2006 — 2010
High School
Fidelity Investments September 2014 - Present
Pelham Parks and Recreation June 2009 - August 2014
Holyoke Police Department January 2014 - May 2014
Skills
First Responder..., CPR/AED certified, ARMA Use of Force..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, English, Leadership, Customer Service, Management
Education
Springfield College 2010 — 2014
Criminal Justice
Pelham High School 2006 — 2010
High School
Conor McDermott's Fidelity Investments Experience January 2014 - September 2014
Job Business Development Manager at TouchStream Solutions, Inc
Industry Hospital & Health Care
Experience
TouchStream Solutions, Inc May 2015 - Present
Touching Hearts at Home November 2014 - June 2015
Fidelity Investments January 2014 - September 2014
Highland Film Group, LLC June 2012 - September 2012
St. Lawrence University September 2011 - May 2012
Fero & Ingersoll, LLP May 2009 - July 2009
Skills
Microsoft Office, Customer Service, PowerPoint, Teaching, Series 7, Series 63, Fundraising, Social Media, Event Planning, Marketing, Community Outreach, Social Networking, Leadership, Time Management, Editing, Facebook, Sales
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (BA), Political Science, Communications, Cum Laude
TouchStream Solutions, Inc May 2015 - Present
Touching Hearts at Home November 2014 - June 2015
Fidelity Investments January 2014 - September 2014
Highland Film Group, LLC June 2012 - September 2012
St. Lawrence University September 2011 - May 2012
Fero & Ingersoll, LLP May 2009 - July 2009
Skills
Microsoft Office, Customer Service, PowerPoint, Teaching, Series 7, Series 63, Fundraising, Social Media, Event Planning, Marketing, Community Outreach, Social Networking, Leadership, Time Management, Editing, Facebook, Sales
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (BA), Political Science, Communications, Cum Laude
BJ Harding BJ Harding's Fidelity Investments Experience December 2006 - September 2007
Job Account Manager, Client Operations
Industry Financial Services
Experience
State Street November 2014 - Present
State Street April 2011 - November 2014
State Street January 2008 - April 2011
Fidelity Investments December 2006 - September 2007
Fidelity Investments March 2005 - November 2006
DCDP March 2004 - December 2004
County District Judicial Race December 2003 - March 2004
Stratfor December 2002 - November 2003
Gubernatorial Campaign June 2002 - November 2002
Skills
Mutual Funds, Equities, Fixed Income, Bloomberg Terminal, Securities, Asset Managment, Bloomberg, Data Analysis, Financial Analysis, Financial Modeling, Investments, Derivatives, Valuation, Corporate Actions, Series 7, Mutual Fund Operations, Process Improvement, Fund Accounting, Options, Analysis, Trading, Financial Markets, Back Office, Swaps, Global Custody, Alternative Investments, Fund Administration, Economics, Relationship Management, Bonds, Middle Office, Fund Of Funds, Investment Management, Asset Allocation, Financial Services, Settlement, Securities Lending, Series 63, FX Options, Business Analysis, Account Reconciliation, Capital Markets, Equity Derivatives, Portfolio Management, Equity Trading, Trading Systems, Accounting, Wealth Management, Analytics, Finance
Education
Boston University 2012 — 2014
MS, Financial Economics
St. Edward's University 1999 — 2002
BA, Political Science and International Affairs
R.L. Turner 1992 — 1996
State Street November 2014 - Present
State Street April 2011 - November 2014
State Street January 2008 - April 2011
Fidelity Investments December 2006 - September 2007
Fidelity Investments March 2005 - November 2006
DCDP March 2004 - December 2004
County District Judicial Race December 2003 - March 2004
Stratfor December 2002 - November 2003
Gubernatorial Campaign June 2002 - November 2002
Skills
Mutual Funds, Equities, Fixed Income, Bloomberg Terminal, Securities, Asset Managment, Bloomberg, Data Analysis, Financial Analysis, Financial Modeling, Investments, Derivatives, Valuation, Corporate Actions, Series 7, Mutual Fund Operations, Process Improvement, Fund Accounting, Options, Analysis, Trading, Financial Markets, Back Office, Swaps, Global Custody, Alternative Investments, Fund Administration, Economics, Relationship Management, Bonds, Middle Office, Fund Of Funds, Investment Management, Asset Allocation, Financial Services, Settlement, Securities Lending, Series 63, FX Options, Business Analysis, Account Reconciliation, Capital Markets, Equity Derivatives, Portfolio Management, Equity Trading, Trading Systems, Accounting, Wealth Management, Analytics, Finance
Education
Boston University 2012 — 2014
MS, Financial Economics
St. Edward's University 1999 — 2002
BA, Political Science and International Affairs
R.L. Turner 1992 — 1996
Balaji R, PMP's Fidelity Investments Experience August 2006 - October 2008
Job
Industry Information Technology and Services
Experience
Cognizant Technology Solutions June 2014 - Present
GPM Balaji Canada Inc. May 2013 - May 2014
CompuCom January 2010 - April 2013
Fidelity Investments August 2006 - October 2008
Satyam Computer Services Ltd December 2000 - July 2006
Skills
Project Management, ITIL, Service Delivery, IT Service Management, IT Management, People Management, IT Operations, Leadership, PMP, SDLC, PMO, Infrastructure, Vendor Management, Software Documentation, Incident Management, Managed IT Services, Change Management, System Deployment, Requirements Gathering, Testing, Requirements Analysis, Disaster Recovery, Resource Management, Software Project..., IT Outsourcing, Active Directory, IT Strategy, Integration, Management, Project Planning, Service Desk, MS Project, Global Delivery, Release Management, Outsourcing, Technical Support, Project Delivery, Data Center, Sla, Manual Testing, Virtualization, Information Technology, SharePoint, Solution Architecture, Enterprise Architecture
Education
Sri Venkateswara University 1994 — 1998
Bachelor's Degree
Cognizant Technology Solutions June 2014 - Present
GPM Balaji Canada Inc. May 2013 - May 2014
CompuCom January 2010 - April 2013
Fidelity Investments August 2006 - October 2008
Satyam Computer Services Ltd December 2000 - July 2006
Skills
Project Management, ITIL, Service Delivery, IT Service Management, IT Management, People Management, IT Operations, Leadership, PMP, SDLC, PMO, Infrastructure, Vendor Management, Software Documentation, Incident Management, Managed IT Services, Change Management, System Deployment, Requirements Gathering, Testing, Requirements Analysis, Disaster Recovery, Resource Management, Software Project..., IT Outsourcing, Active Directory, IT Strategy, Integration, Management, Project Planning, Service Desk, MS Project, Global Delivery, Release Management, Outsourcing, Technical Support, Project Delivery, Data Center, Sla, Manual Testing, Virtualization, Information Technology, SharePoint, Solution Architecture, Enterprise Architecture
Education
Sri Venkateswara University 1994 — 1998
Bachelor's Degree
Brad Crocker's Fidelity Investments Experience April 2013 - Present
Job Senior Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Education
St. Lawrence University 2004 — 2008
Bachelor of Arts (B.A.), Government and History
New Hampton School 2000 — 2004
Fidelity Investments April 2013 - Present
Education
St. Lawrence University 2004 — 2008
Bachelor of Arts (B.A.), Government and History
New Hampton School 2000 — 2004
Pete Abernethy Pete Abernethy's Fidelity Investments Experience May 2012 - October 2012
Job Owner/Consultant
Industry Automotive
Experience
The Joy of the Drive January 2015 - Present
The Client Relationship Consultancy March 2014 - August 2014
Talener Group February 2013 - July 2013
Fidelity Investments May 2012 - October 2012
Commonwealth of Massachusetts December 2011 - May 2012
Des Moines Golf and Country Club May 2010 - May 2011
Lithia Motors June 2009 - April 2010
Curry Chevrolet June 2006 - August 2006
Skills
Program Management, Sales, Social Networking, Customer Service, Writing, Communication, Time Management, Microsoft Office, Management, Product Management, Recruiting, Marketing, Microsoft Excel, Social Media, PowerPoint, Training, Public Speaking, Public Relations
Education
St. Lawrence University 2005 — 2009
Bachelors, Fine Arts
Universidad de Granada 2008 — 2008
Intensive Spanish
Pomfret School 2001 — 2005
High School Degree
The Joy of the Drive January 2015 - Present
The Client Relationship Consultancy March 2014 - August 2014
Talener Group February 2013 - July 2013
Fidelity Investments May 2012 - October 2012
Commonwealth of Massachusetts December 2011 - May 2012
Des Moines Golf and Country Club May 2010 - May 2011
Lithia Motors June 2009 - April 2010
Curry Chevrolet June 2006 - August 2006
Skills
Program Management, Sales, Social Networking, Customer Service, Writing, Communication, Time Management, Microsoft Office, Management, Product Management, Recruiting, Marketing, Microsoft Excel, Social Media, PowerPoint, Training, Public Speaking, Public Relations
Education
St. Lawrence University 2005 — 2009
Bachelors, Fine Arts
Universidad de Granada 2008 — 2008
Intensive Spanish
Pomfret School 2001 — 2005
High School Degree
Troy Sant Troy Sant's Fidelity Investments Experience August 2013 - August 2014
Job at Annuity Marketing Consultant
Industry Financial Services
Experience
Bill Bonk Insurance Inc- A Producers Choice Network Partner August 2014 - Present
Fidelity Investments August 2013 - August 2014
QCI Asset Management August 2012 - December 2012
Pyramid Brokerage Company February 2012 - August 2012
WebTitle Agency April 2011 - August 2011
Great Lakes Events 2007 - 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Social Media, Leadership, Time Management, Investments, Sales, Portfolio Management, Research, Finance, Teamwork, Market Research
Education
Saint John Fisher College 2009 — 2013
Corporate Finance
Pittsford Mendon High School 2005 — 2009
Bill Bonk Insurance Inc- A Producers Choice Network Partner August 2014 - Present
Fidelity Investments August 2013 - August 2014
QCI Asset Management August 2012 - December 2012
Pyramid Brokerage Company February 2012 - August 2012
WebTitle Agency April 2011 - August 2011
Great Lakes Events 2007 - 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Social Media, Leadership, Time Management, Investments, Sales, Portfolio Management, Research, Finance, Teamwork, Market Research
Education
Saint John Fisher College 2009 — 2013
Corporate Finance
Pittsford Mendon High School 2005 — 2009
James Powell, CFA, CAIA James Powell, CFA, CAIA's Fidelity Investments Experience August 2008 - May 2012
Job Investment Services Professional
Industry Investment Management
Experience
Pyramis Global Advisors (a Fidelity Investments company) June 2012 - October 2014
Fidelity Investments August 2008 - May 2012
Fidelity Investments August 2005 - July 2008
Custer Battles LLC September 2003 - August 2005
Deloitte & Touche, Financial Advisory Services (FAS) July 2001 - August 2003
US Army July 1990 - September 1999
Skills
Investments, Portfolio Management, Finance, Asset Management, Valuation, Financial Services, Emerging Markets, Management, Structured Finance, Leadership, International Business, Business Development, Investment Management, Asset Allocation, Institutional Sales, Consultant Relations, Equities, Fixed Income, Alternative Investments, Pensions, Endowments, Foundations, Securities, OCIO, LDI, Hedge Funds, Dynamic Asset Allocation, Risk Management, Sales Management, Operations Management, Entrepreneurship, Corporate Finance, Financial Modeling, Chartered Financial..., CAIA, Series 7, Series 63
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance and Corporate Accounting
St. Lawrence University 1986 — 1990
BS, Psychology and History
Pyramis Global Advisors (a Fidelity Investments company) June 2012 - October 2014
Fidelity Investments August 2008 - May 2012
Fidelity Investments August 2005 - July 2008
Custer Battles LLC September 2003 - August 2005
Deloitte & Touche, Financial Advisory Services (FAS) July 2001 - August 2003
US Army July 1990 - September 1999
Skills
Investments, Portfolio Management, Finance, Asset Management, Valuation, Financial Services, Emerging Markets, Management, Structured Finance, Leadership, International Business, Business Development, Investment Management, Asset Allocation, Institutional Sales, Consultant Relations, Equities, Fixed Income, Alternative Investments, Pensions, Endowments, Foundations, Securities, OCIO, LDI, Hedge Funds, Dynamic Asset Allocation, Risk Management, Sales Management, Operations Management, Entrepreneurship, Corporate Finance, Financial Modeling, Chartered Financial..., CAIA, Series 7, Series 63
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance and Corporate Accounting
St. Lawrence University 1986 — 1990
BS, Psychology and History
Claudia Ellis ChFC's Fidelity Investments Experience May 2015 - Present
Job Manager, Trading at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - April 2015
Fidelity Investments- National Financial April 2012 - July 2013
New York Life Insurance Company May 2009 - March 2012
TIAA-CREF August 1997 - December 2008
Dreyfus 1995 - 1997
Skills
Product Management, Call Centers, Microsoft Office, Business Strategy, Professional Services, ChFC, Leadership, Series 7, Series 9/10, Series 24, Series 63, Operations Management, Team Management, Finance, FINRA
Education
St. John's University
Bachelor's degree, Finance, General
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - April 2015
Fidelity Investments- National Financial April 2012 - July 2013
New York Life Insurance Company May 2009 - March 2012
TIAA-CREF August 1997 - December 2008
Dreyfus 1995 - 1997
Skills
Product Management, Call Centers, Microsoft Office, Business Strategy, Professional Services, ChFC, Leadership, Series 7, Series 9/10, Series 24, Series 63, Operations Management, Team Management, Finance, FINRA
Education
St. John's University
Bachelor's degree, Finance, General
David Tearse David Tearse's Fidelity Investments Experience 1992 - 1999
Job Regional Director Strategic Accounts
Industry Entertainment
Experience
Vendini June 2011 - April 2014
Arise Air 2007 - 2011
Global Energy Decisions 2005 - 2006
TowerGroup 1999 - 2005
Fidelity Investments 1992 - 1999
Skills
New Business Development, Sales, Marketing Strategy, Financial Services, Business Development, Selling, Salesforce.com, Consulting, Strategic Partnerships, Start-ups
Education
Saint Lawrence University
Salisbury School
Vendini June 2011 - April 2014
Arise Air 2007 - 2011
Global Energy Decisions 2005 - 2006
TowerGroup 1999 - 2005
Fidelity Investments 1992 - 1999
Skills
New Business Development, Sales, Marketing Strategy, Financial Services, Business Development, Selling, Salesforce.com, Consulting, Strategic Partnerships, Start-ups
Education
Saint Lawrence University
Salisbury School
Howard Small Howard Small's Fidelity Investments Experience January 2007 - September 2010
Job Actuary & Financial Services Professional
Industry Financial Services
Experience
Lynchval Systems Worldwide Inc March 2011 - Present
Fdelity Investments January 2007 - September 2010
Fidelity Investments January 2007 - September 2010
Self-Employed October 2005 - January 2007
NEW YORK CITY OFFICE OF THE June 2000 - August 2005
Milliman December 1998 - January 2000
Aon Consulting January 1998 - December 1998
Buck Consultants November 1996 - January 1998
The Segal Company June 1987 - June 1996
Improved Funding Techniques Inc. February 1980 - June 1987
Skills
Pensions, Defined Benefit, Actuarial Science, Employee Benefits, SAS, VBA, Microsoft Excel, DB2, SQL, Analysis
Education
St. John's University, Peter J. Tobin College of Business (Formerly, The College of Insurance)
B.S, Actuarial Science
St. John's University, The Peter J. Tobin College of Business
BS, Actuarial Science
Lynchval Systems Worldwide Inc March 2011 - Present
Fdelity Investments January 2007 - September 2010
Fidelity Investments January 2007 - September 2010
Self-Employed October 2005 - January 2007
NEW YORK CITY OFFICE OF THE June 2000 - August 2005
Milliman December 1998 - January 2000
Aon Consulting January 1998 - December 1998
Buck Consultants November 1996 - January 1998
The Segal Company June 1987 - June 1996
Improved Funding Techniques Inc. February 1980 - June 1987
Skills
Pensions, Defined Benefit, Actuarial Science, Employee Benefits, SAS, VBA, Microsoft Excel, DB2, SQL, Analysis
Education
St. John's University, Peter J. Tobin College of Business (Formerly, The College of Insurance)
B.S, Actuarial Science
St. John's University, The Peter J. Tobin College of Business
BS, Actuarial Science
Harrison Tuttle's Fidelity Investments Experience May 2012 - Present
Job Factotum
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fontaine Landscaping, Inc. May 2011 - May 2012
Raleigh Country Club May 2009 - August 2009
St. Andrews Presbyterian College 2007 - May 2009
Skills
Supervisory Skills, Conversational Spanish, Microsoft Office, Landscape Lighting, Landscape Maintenance, Customer Service, Leadership, Nonprofits, Program Management, Social Media, Time Management
Education
St Andrews Presbyterian College 2006 — 2009
History
University of North Carolina at
Bachelor of Science, Political Science and Public Administration
Fidelity Investments May 2012 - Present
Fontaine Landscaping, Inc. May 2011 - May 2012
Raleigh Country Club May 2009 - August 2009
St. Andrews Presbyterian College 2007 - May 2009
Skills
Supervisory Skills, Conversational Spanish, Microsoft Office, Landscape Lighting, Landscape Maintenance, Customer Service, Leadership, Nonprofits, Program Management, Social Media, Time Management
Education
St Andrews Presbyterian College 2006 — 2009
History
University of North Carolina at
Bachelor of Science, Political Science and Public Administration
Malaiah Chikkamalappagari's Fidelity Investments Experience January 2013 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments August 2012 - December 2012
Fidelity Investments July 2012 - July 2012
Fidelity Investments July 2009 - June 2012
Fidelity Investments July 2007 - June 2009
Fidelity Investments April 2006 - June 2007
i-flex solutions January 2005 - April 2006
Tavant Technologies August 2004 - January 2005
Skills
Java, Core Java, Spring, REST, SOAP, iBatis, Hibernate, Agile Methodologies, Struts, Eclipse, AJAX, Servlets, JSP, Java Enterprise Edition, JDBC, Weblogic, Tomcat, JUnit, Design Patterns, SQL, Websphere, XML, Maven, tc server, STS, Scrum, Ant, Shell Scripting, Software Engineering, Requirements Analysis, Unix
Education
Sri Krishnadevaraya University 2001 — 2003
M.Sc
Fidelity Investments January 2013 - Present
Fidelity Investments August 2012 - December 2012
Fidelity Investments July 2012 - July 2012
Fidelity Investments July 2009 - June 2012
Fidelity Investments July 2007 - June 2009
Fidelity Investments April 2006 - June 2007
i-flex solutions January 2005 - April 2006
Tavant Technologies August 2004 - January 2005
Skills
Java, Core Java, Spring, REST, SOAP, iBatis, Hibernate, Agile Methodologies, Struts, Eclipse, AJAX, Servlets, JSP, Java Enterprise Edition, JDBC, Weblogic, Tomcat, JUnit, Design Patterns, SQL, Websphere, XML, Maven, tc server, STS, Scrum, Ant, Shell Scripting, Software Engineering, Requirements Analysis, Unix
Education
Sri Krishnadevaraya University 2001 — 2003
M.Sc
John Ventre John Ventre's Fidelity Investments Experience February 2007 - February 2009
Job Global Client Services at Mixit Inc.
Industry Financial Services
Experience
Mixit Inc. July 2009 - Present
Fidelity Investments February 2007 - February 2009
CIBC World Markets April 2005 - September 2005
TD Waterhouse April 2000 - April 2005
Skills
Order Management, Electronic Trading, Equities, Options, FIX, Direct Market Access, Back Office, Middle Office, Clearing, Execution Management..., Salesforce.com, Market Data, Trading, Series 7, Trading Systems, Derivatives, Series 63, Exchange Connectivity, Securities, Financial Services, Equity Trading, Financial Markets, FINRA, Equity Derivatives, Series 24, Hedge Funds, FX Options, Prime Brokerage, Capital Markets, Fixed Income, Client Relations Skills, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
St Peters Boys HS
Mixit Inc. July 2009 - Present
Fidelity Investments February 2007 - February 2009
CIBC World Markets April 2005 - September 2005
TD Waterhouse April 2000 - April 2005
Skills
Order Management, Electronic Trading, Equities, Options, FIX, Direct Market Access, Back Office, Middle Office, Clearing, Execution Management..., Salesforce.com, Market Data, Trading, Series 7, Trading Systems, Derivatives, Series 63, Exchange Connectivity, Securities, Financial Services, Equity Trading, Financial Markets, FINRA, Equity Derivatives, Series 24, Hedge Funds, FX Options, Prime Brokerage, Capital Markets, Fixed Income, Client Relations Skills, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
St Peters Boys HS
John LoPresti John LoPresti's Fidelity Investments Experience March 2014 - Present
Job Director, Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
E*TRADE Financial October 2009 - July 2013
E*TRADE Corporate Services October 2009 - December 2010
Fidelity Investments July 2006 - July 2009
Fidelity Registered Investment Advisor Group October 2005 - October 2006
Skills
Product Management, Mutual Funds, Financial Services, Business Development, Series 7, CRM, Management, Equities, Product Development, Strategic Planning, Relationship Management, Marketing, Sales, Leadership, Project Management, Mergers & Acquisitions, Insurance, Series 63, Segmentation, Securities, FINRA, Investments
Education
St. Francis College 1980 — 1984
BS/AS, Sociology and Electronic Data Processing
FINRA Licenses
FINRA Registered Representative
Fidelity Investments March 2014 - Present
E*TRADE Financial October 2009 - July 2013
E*TRADE Corporate Services October 2009 - December 2010
Fidelity Investments July 2006 - July 2009
Fidelity Registered Investment Advisor Group October 2005 - October 2006
Skills
Product Management, Mutual Funds, Financial Services, Business Development, Series 7, CRM, Management, Equities, Product Development, Strategic Planning, Relationship Management, Marketing, Sales, Leadership, Project Management, Mergers & Acquisitions, Insurance, Series 63, Segmentation, Securities, FINRA, Investments
Education
St. Francis College 1980 — 1984
BS/AS, Sociology and Electronic Data Processing
FINRA Licenses
FINRA Registered Representative
Fran Keefe Fran Keefe's Fidelity Investments Experience April 2007 - March 2008
Job Instructional Designer at Simmons College
Industry E-Learning
Experience
Simmons College September 2011 - Present
University of Massachusetts Boston January 2003 - Present
Kofax formerly 170 Systems March 2008 - July 2010
Clear Point Consultants 2010 - 2010
Fidelity Investments April 2007 - March 2008
Cognos July 2004 - April 2007
Elliot Hospital 1995 - 1998
Education
University of Massachusetts Boston 2003 — 2005
MEd, Instructional Design
Springfield College 1979 — 1983
B.S., Education
Simmons College September 2011 - Present
University of Massachusetts Boston January 2003 - Present
Kofax formerly 170 Systems March 2008 - July 2010
Clear Point Consultants 2010 - 2010
Fidelity Investments April 2007 - March 2008
Cognos July 2004 - April 2007
Elliot Hospital 1995 - 1998
Education
University of Massachusetts Boston 2003 — 2005
MEd, Instructional Design
Springfield College 1979 — 1983
B.S., Education
Rick Cafeo, AIF®'s Fidelity Investments Experience January 2014 - Present
Job Vice President, Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Northwestern Mutual 2009 - January 2014
Fidelity Investments 1997 - 2009
Fifth Third Bank 1995 - 1997
Skills
401k, Retirement Plan..., Series 6, Series 26, Mutual, Retirement Planning, Retirement, FINRA, Relationship Management, Financial Services, Pensions, Employee Benefits, Series 63
Education
St. Joseph's College (IN) 1991 — 1995
Bachelor of Business Administration, Finance
Fidelity Investments January 2014 - Present
Northwestern Mutual 2009 - January 2014
Fidelity Investments 1997 - 2009
Fifth Third Bank 1995 - 1997
Skills
401k, Retirement Plan..., Series 6, Series 26, Mutual, Retirement Planning, Retirement, FINRA, Relationship Management, Financial Services, Pensions, Employee Benefits, Series 63
Education
St. Joseph's College (IN) 1991 — 1995
Bachelor of Business Administration, Finance
Rob Secor's Fidelity Investments Experience 2007 - Present
Job
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Putnam Investments January 2000 - February 2007
FAME Information Services January 1998 - December 1999
Benton Associates January 1994 - December 1997
Gordon Capital Corp October 1987 - December 1993
CEO Software March 1985 - September 1987
Education
St. Lawrence University 1980 — 1984
BS
Royal St. George's College 1973 — 1980
Ontario Scholar
Fidelity Investments 2007 - Present
Putnam Investments January 2000 - February 2007
FAME Information Services January 1998 - December 1999
Benton Associates January 1994 - December 1997
Gordon Capital Corp October 1987 - December 1993
CEO Software March 1985 - September 1987
Education
St. Lawrence University 1980 — 1984
BS
Royal St. George's College 1973 — 1980
Ontario Scholar
William Hibert's Fidelity Investments Experience October 1999 - December 2001
Job Relevante Consultant
Industry Financial Services
Experience
Relevante September 2007 - Present
US Trust/Bank of America December 2005 - September 2007
LaBranche & Co. June 2003 - August 2005
Credit Agricole Indosuez January 2002 - June 2003
Fidelity Investments October 1999 - December 2001
Neuberger & Berman April 1994 - October 1999
Smith Barney Shearson April 1992 - April 1994
Discount Corporation of New York April 1990 - April 1992
Salomon October 1982 - April 1990
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
MBA, Taxation
St. Francis College 1978 — 1982
B.A., Economics
Relevante September 2007 - Present
US Trust/Bank of America December 2005 - September 2007
LaBranche & Co. June 2003 - August 2005
Credit Agricole Indosuez January 2002 - June 2003
Fidelity Investments October 1999 - December 2001
Neuberger & Berman April 1994 - October 1999
Smith Barney Shearson April 1992 - April 1994
Discount Corporation of New York April 1990 - April 1992
Salomon October 1982 - April 1990
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
MBA, Taxation
St. Francis College 1978 — 1982
B.A., Economics
Manohar R Pilli's Fidelity Investments Experience June 2013 - Present
Job Sr Manager
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - Present
Liberty Mutual Insurance October 2005 - June 2013
Liberty Mutual Insurance February 2001 - September 2005
Deutsche Bank 1999 - 2001
DSQ Software 1997 - 1999
Skills
SDLC, Software Project..., Requirements Analysis, PMP, Business Analysis, Agile Methodologies, PMO, Requirements Gathering, Integration, SOA, Program Management, Vendor Management, ITIL, Project Delivery, Resource Management, Business Intelligence, Software Development, Data Warehousing
Education
NBKR Institute of Science and Technology 1991 — 1995
Bachelor of Engineering (B.E.)
Sri Venkateswara University 1991 — 1995
Simhapuri Public School 1980 — 1990
Fidelity Investments June 2013 - Present
Liberty Mutual Insurance October 2005 - June 2013
Liberty Mutual Insurance February 2001 - September 2005
Deutsche Bank 1999 - 2001
DSQ Software 1997 - 1999
Skills
SDLC, Software Project..., Requirements Analysis, PMP, Business Analysis, Agile Methodologies, PMO, Requirements Gathering, Integration, SOA, Program Management, Vendor Management, ITIL, Project Delivery, Resource Management, Business Intelligence, Software Development, Data Warehousing
Education
NBKR Institute of Science and Technology 1991 — 1995
Bachelor of Engineering (B.E.)
Sri Venkateswara University 1991 — 1995
Simhapuri Public School 1980 — 1990
Craig Sullivan's Fidelity Investments Experience April 2011 - Present
Job Director, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Bank of America April 2009 - October 2011
Bank of America, Investment Products Group February 2006 - April 2009
Fidelity Investments April 2004 - February 2006
FundQuest Inc May 2002 - April 2004
Thomson Financial January 2000 - December 2001
Fidelity Investments September 1997 - January 2000
Fidelity Investments September 1995 - September 1997
Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Series 7, Mutual Funds
Education
Springfield College 1988 — 1992
BS
Fidelity Investments April 2011 - Present
Bank of America April 2009 - October 2011
Bank of America, Investment Products Group February 2006 - April 2009
Fidelity Investments April 2004 - February 2006
FundQuest Inc May 2002 - April 2004
Thomson Financial January 2000 - December 2001
Fidelity Investments September 1997 - January 2000
Fidelity Investments September 1995 - September 1997
Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Series 7, Mutual Funds
Education
Springfield College 1988 — 1992
BS
Sean Tyson, MBA's Fidelity Investments Experience January 2014 - Present
Job Director of Operations at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments January 2014 - Present
Accenture Services 2004 - January 2014
AT&T Wireless 1995 - 2003
Skills
Business Process..., Requirements Analysis, Integration, Change Management, Outsourcing, Project Management, Management Consulting, Business Process, Operations Management, Management, Quality Assurance, Project Planning, Team Management, Team Building, Problem Solving, Strategic Planning, Business Transformation, Program Management, PMO, Telecommunications, Vendor Management, Analysis, Analytics, Business Analysis, Business Intelligence, Call Centers, Cross-functional Team..., Enterprise Software, Forecasting, Leadership
Education
St. Edward's University
MBA, Business
Texas Tech University
Bachelor of Arts in Human Sciences, Human Development and Family Studies, General
Fidelity Investments January 2014 - Present
Accenture Services 2004 - January 2014
AT&T Wireless 1995 - 2003
Skills
Business Process..., Requirements Analysis, Integration, Change Management, Outsourcing, Project Management, Management Consulting, Business Process, Operations Management, Management, Quality Assurance, Project Planning, Team Management, Team Building, Problem Solving, Strategic Planning, Business Transformation, Program Management, PMO, Telecommunications, Vendor Management, Analysis, Analytics, Business Analysis, Business Intelligence, Call Centers, Cross-functional Team..., Enterprise Software, Forecasting, Leadership
Education
St. Edward's University
MBA, Business
Texas Tech University
Bachelor of Arts in Human Sciences, Human Development and Family Studies, General
Joseph Kroczynski's Fidelity Investments Experience July 1997 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1997 - Present
National Financial Services / Fidelity Investments 1997 - Present
Toys R Us October 1994 - December 1998
Skills
Series 7, Series 63, Six Sigma, Six Thinking Hats, Project Management, Ice Hockey, Golf, Alternative Investments, Business Analysis, Due Diligence, Equities, FINRA, Financial Services, Fixed Income, Investments, Mutual Funds, Prime Brokerage, Risk Management, Securities, Series 24
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
Fidelity Investments July 1997 - Present
National Financial Services / Fidelity Investments 1997 - Present
Toys R Us October 1994 - December 1998
Skills
Series 7, Series 63, Six Sigma, Six Thinking Hats, Project Management, Ice Hockey, Golf, Alternative Investments, Business Analysis, Due Diligence, Equities, FINRA, Financial Services, Fixed Income, Investments, Mutual Funds, Prime Brokerage, Risk Management, Securities, Series 24
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
Shawn Guilbault's Fidelity Investments Experience January 2003 - January 2005
Job Windows Systems Administrator
Industry Consumer Electronics
Experience
Allegro MicroSystem, Inc January 2005 - June 2015
Fidelity Investments January 2003 - January 2005
Skills
Hardware, Active Directory, Troubleshooting, Process Improvement, Vendor Management, Software Documentation, Networking, Network Administration, VMware, Customer Service, Project Management, Microsoft Office, XP, Business Analysis, System Administration, Disaster Recovery, Technical Support, Computer Hardware, Wireless, Outlook, Microsoft Word, Microsoft Exchange, Manufacturing, Problem Solving, Documentation, Administration, Teamwork, Customer Relations, Word, KBOX, Windows 7, Windows 8, Windows Server, Heroix Server Monitoring, Shavlik, WSUS, Symantec Endpoint..., Group Policy, Ghost Imaging, Microsoft WDS/RIS, VNC, Dameware, Mobile Devices
Education
Springfield Technical Community College
Associate of Science, Computer Information Technologies
Allegro MicroSystem, Inc January 2005 - June 2015
Fidelity Investments January 2003 - January 2005
Skills
Hardware, Active Directory, Troubleshooting, Process Improvement, Vendor Management, Software Documentation, Networking, Network Administration, VMware, Customer Service, Project Management, Microsoft Office, XP, Business Analysis, System Administration, Disaster Recovery, Technical Support, Computer Hardware, Wireless, Outlook, Microsoft Word, Microsoft Exchange, Manufacturing, Problem Solving, Documentation, Administration, Teamwork, Customer Relations, Word, KBOX, Windows 7, Windows 8, Windows Server, Heroix Server Monitoring, Shavlik, WSUS, Symantec Endpoint..., Group Policy, Ghost Imaging, Microsoft WDS/RIS, VNC, Dameware, Mobile Devices
Education
Springfield Technical Community College
Associate of Science, Computer Information Technologies
Paula David's Fidelity Investments Experience September 2006 - December 2007
Job Chief Marketing Officer, Vice President of Marketing and Communications at Clark University
Industry Higher Education
Experience
Clark University October 2008 - Present
Fort Point Growth Partners, LLC March 2008 - January 2013
Fidelity Investments September 2006 - December 2007
Fidelity HR Services April 2005 - September 2006
Fidelity Registered Investment Advisor Group February 2003 - April 2005
Fidelity Institutional Brokerage Group April 2000 - February 2003
Funds Distributor, Inc. April 1996 - April 2000
First Data Corporation April 1995 - April 1996
Allmerica Financial January 1990 - April 1995
Canton Advertising September 1981 - May 1983
Skills
Brand Awareness, Brand Development, Marketing Communications, Business Planning, Strategic Planning, Strategy, Marketing, Business Strategy, Social Media, Marketing Strategy, Public Relations, Leadership, Strategic Partnerships, Change Management, Advertising, Social Media Marketing, Market Research, Corporate Communications, Online Marketing, Strategic Communications, Talent Management, Media Relations, Internal Communications, Integrated Marketing, Fundraising, Press Releases, Direct Marketing, Digital Marketing, Product Marketing, Social Networking, Email Marketing, Marketing Research, Brand Management, Copywriting, Blogging, Newsletters, Content Strategy, Digital Strategy, Online Advertising, Direct Mail, Corporate Branding
Education
Syracuse University 1973 — 1974
BS, Marketing, Marketing, Visual Deisgn
St. Lawrence University 1971 — 1973
Clark University October 2008 - Present
Fort Point Growth Partners, LLC March 2008 - January 2013
Fidelity Investments September 2006 - December 2007
Fidelity HR Services April 2005 - September 2006
Fidelity Registered Investment Advisor Group February 2003 - April 2005
Fidelity Institutional Brokerage Group April 2000 - February 2003
Funds Distributor, Inc. April 1996 - April 2000
First Data Corporation April 1995 - April 1996
Allmerica Financial January 1990 - April 1995
Canton Advertising September 1981 - May 1983
Skills
Brand Awareness, Brand Development, Marketing Communications, Business Planning, Strategic Planning, Strategy, Marketing, Business Strategy, Social Media, Marketing Strategy, Public Relations, Leadership, Strategic Partnerships, Change Management, Advertising, Social Media Marketing, Market Research, Corporate Communications, Online Marketing, Strategic Communications, Talent Management, Media Relations, Internal Communications, Integrated Marketing, Fundraising, Press Releases, Direct Marketing, Digital Marketing, Product Marketing, Social Networking, Email Marketing, Marketing Research, Brand Management, Copywriting, Blogging, Newsletters, Content Strategy, Digital Strategy, Online Advertising, Direct Mail, Corporate Branding
Education
Syracuse University 1973 — 1974
BS, Marketing, Marketing, Visual Deisgn
St. Lawrence University 1971 — 1973
Heather Farmer's Fidelity Investments Experience July 1998 - Present
Job Corporate Program & Event Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1998 - Present
Franklin Templeton Investments January 1998 - July 1998
Skills
Mutual Funds, Asset Managment, Asset Management, Wealth Management, Financial Services, Investments, Strategic Financial..., Asset Allocation, Event Planning, Retirement Planning, Portfolio Management, Equities, Securities, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Event Management, Financial Planning
Education
St. Lawrence College 1989 — 1991
Business, Accounting
QECVI
Fidelity Investments July 1998 - Present
Franklin Templeton Investments January 1998 - July 1998
Skills
Mutual Funds, Asset Managment, Asset Management, Wealth Management, Financial Services, Investments, Strategic Financial..., Asset Allocation, Event Planning, Retirement Planning, Portfolio Management, Equities, Securities, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Event Management, Financial Planning
Education
St. Lawrence College 1989 — 1991
Business, Accounting
QECVI
David Bily's Fidelity Investments Experience August 2012 - December 2012
Job IT Vendor Manager
Industry Information Technology and Services
Experience
Cash America September 2013 - Present
MedSynergies December 2012 - July 2013
Fidelity Investments August 2012 - December 2012
Southwest Airlines September 2011 - June 2012
State Farm Insurance July 2009 - September 2011
HP October 2005 - May 2009
EDS October 2005 - February 2008
CellStar 2002 - 2005
Skills
Contract Negotiation, Strategic Sourcing, Procurement, Process Improvement, Sourcing, Negotiation, Vendor Management, Purchasing, Supply Chain Management, Cross-functional Team..., RFP, Contract Management, Outsourcing
Education
St. Edward's University 1989 — 1994
Cash America September 2013 - Present
MedSynergies December 2012 - July 2013
Fidelity Investments August 2012 - December 2012
Southwest Airlines September 2011 - June 2012
State Farm Insurance July 2009 - September 2011
HP October 2005 - May 2009
EDS October 2005 - February 2008
CellStar 2002 - 2005
Skills
Contract Negotiation, Strategic Sourcing, Procurement, Process Improvement, Sourcing, Negotiation, Vendor Management, Purchasing, Supply Chain Management, Cross-functional Team..., RFP, Contract Management, Outsourcing
Education
St. Edward's University 1989 — 1994
Tom MacVeigh's Fidelity Investments Experience March 1992 - Present
Job VP Retirement Services Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1992 - Present
Education
St. Joseph's College (IN) 1988 — 1992
BS, Communications
Fidelity Investments March 1992 - Present
Education
St. Joseph's College (IN) 1988 — 1992
BS, Communications
Gary Heigl's Fidelity Investments Experience 2007 - 2008
Job Adaptable Senior Leader ► Systems Analysis | UAT Planning and Execution | Business Intelligence | Data Management
Industry Financial Services
Experience
Solving Business Problems Through Team Collaboration May 2015 - Present
EMC 2010 - 2015
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2000 - 2006
Fidelity Investments 1997 - 2000
Fidelity Investments 1996 - 1997
Fidelity Investments 1994 - 1996
Chase Manhattan Corporation 1988 - 1994
Skills
Business Analysis, Management, Program Management, User Acceptance Testing, Leadership, Financial Services, Project Management, Requirements Analysis, Business Intelligence, SDLC, Strategy, Business Process, Vendor Management, CRM, Integration, Business Requirements
Education
St. John's University, The Peter J. Tobin College of Business
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business
BS, Finance
Solving Business Problems Through Team Collaboration May 2015 - Present
EMC 2010 - 2015
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2000 - 2006
Fidelity Investments 1997 - 2000
Fidelity Investments 1996 - 1997
Fidelity Investments 1994 - 1996
Chase Manhattan Corporation 1988 - 1994
Skills
Business Analysis, Management, Program Management, User Acceptance Testing, Leadership, Financial Services, Project Management, Requirements Analysis, Business Intelligence, SDLC, Strategy, Business Process, Vendor Management, CRM, Integration, Business Requirements
Education
St. John's University, The Peter J. Tobin College of Business
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business
BS, Finance
Herb Jerread's Fidelity Investments Experience September 2011 - Present
Job VP Benefits Consulting at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments January 2007 - September 2011
Fidelity Investments September 2000 - September 2002
Fidelity Investments September 1999 - September 2000
Skills
Financial Services, Process Improvement, Business Analysis, Defined Benefit, Vendor Management, Pensions, Leadership, Continuous Improvement, Employee Benefits, Risk Management, Outsourcing, Business Process..., Change Management, Call Centers, Relationship Management, Management, Project Management
Education
St. John Fisher College 1988 — 1992
Fidelity Investments September 2011 - Present
Fidelity Investments January 2007 - September 2011
Fidelity Investments September 2000 - September 2002
Fidelity Investments September 1999 - September 2000
Skills
Financial Services, Process Improvement, Business Analysis, Defined Benefit, Vendor Management, Pensions, Leadership, Continuous Improvement, Employee Benefits, Risk Management, Outsourcing, Business Process..., Change Management, Call Centers, Relationship Management, Management, Project Management
Education
St. John Fisher College 1988 — 1992
Louis Morgantini's Fidelity Investments Experience March 2009 - September 2009
Job Director Margin Technology at Citigroup
Industry Information Technology and Services
Experience
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Tarannum Awal's Fidelity Investments Experience January 2015 - Present
Job Project Manager/ Certified Scrum Master at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments August 2012 - January 2015
Sovereign Bank / Banco Santander July 2010 - July 2012
Wells Fargo July 2009 - July 2010
Superior Consulting Services September 2007 - January 2009
Receivable Management Solution January 2005 - November 2007
Federated Departmental Stores June 2002 - January 2005
Skills
SharePoint, SOA, Databases, SDLC, Data Warehousing, Visio, Requirements Analysis, Business Analysis, SSRS, ETL, Data Modeling
Education
University of St. Thomas 2005 — 2007
MS, Software Engineering
St. Cloud State University 2000 — 2003
BS, Business Computer Information System
Holy Cross 1985 — 1997
High school
Fidelity Investments January 2015 - Present
Fidelity Investments August 2012 - January 2015
Sovereign Bank / Banco Santander July 2010 - July 2012
Wells Fargo July 2009 - July 2010
Superior Consulting Services September 2007 - January 2009
Receivable Management Solution January 2005 - November 2007
Federated Departmental Stores June 2002 - January 2005
Skills
SharePoint, SOA, Databases, SDLC, Data Warehousing, Visio, Requirements Analysis, Business Analysis, SSRS, ETL, Data Modeling
Education
University of St. Thomas 2005 — 2007
MS, Software Engineering
St. Cloud State University 2000 — 2003
BS, Business Computer Information System
Holy Cross 1985 — 1997
High school
Joel Bazonski's Fidelity Investments Experience December 2002 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2002 - Present
Pitney Bowes November 2001 - April 2002
RCN January 1997 - November 2000
Marriott Hotels 1997 - 2000
Education
Springfield Technical Community College 1997 — 1999
AS, Computer Engineering
Fidelity Investments December 2002 - Present
Pitney Bowes November 2001 - April 2002
RCN January 1997 - November 2000
Marriott Hotels 1997 - 2000
Education
Springfield Technical Community College 1997 — 1999
AS, Computer Engineering
Sam Titus's Fidelity Investments Experience March 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Education
Saint Lawrence University
BA, Economics
Fidelity Investments March 2015 - Present
Education
Saint Lawrence University
BA, Economics
Chandra Gattupalli's Fidelity Investments Experience September 2003 - February 2006
Job IT Developer MphasisEDSHP Group, Progressive IT, Embarq, CenturyLink
Industry Computer Software
Experience
Progressive IT/CenturyLink January 2012 - Present
Mphasis an EDS/HP company September 2007 - January 2012
Steria (XANSA) - British Telecom February 2006 - August 2007
Fidelity Investments September 2003 - February 2006
Skills
SDLC, Requirements Analysis, PMO, Global Delivery, Project Delivery, Agile Methodologies, CMMI, Requirements Gathering, Business Analysis, Service Delivery, Release Management, IT-Application..., IT-Support, IT-Testing, CSF, JCL, COBOL, CICS, DB2, MQ Series, Connect Direct, NDM, FTP, SAP BI/BW, CA7, ESP, Control-M, REXX, Endeavor, Pegasys, Expediter, InterTest, Netron Fusion, File-AID, PLATINUM, CLIST
Education
Sri Venkateswara University 1996 — 2000
B.Tech(C.S.E), Sri Venkateswara University
Progressive IT/CenturyLink January 2012 - Present
Mphasis an EDS/HP company September 2007 - January 2012
Steria (XANSA) - British Telecom February 2006 - August 2007
Fidelity Investments September 2003 - February 2006
Skills
SDLC, Requirements Analysis, PMO, Global Delivery, Project Delivery, Agile Methodologies, CMMI, Requirements Gathering, Business Analysis, Service Delivery, Release Management, IT-Application..., IT-Support, IT-Testing, CSF, JCL, COBOL, CICS, DB2, MQ Series, Connect Direct, NDM, FTP, SAP BI/BW, CA7, ESP, Control-M, REXX, Endeavor, Pegasys, Expediter, InterTest, Netron Fusion, File-AID, PLATINUM, CLIST
Education
Sri Venkateswara University 1996 — 2000
B.Tech(C.S.E), Sri Venkateswara University
Paul J. Leonardo's Fidelity Investments Experience November 1997 - April 2010
Job Vice President, Advisory Services Group at Eaton Vance
Industry Investment Management
Experience
Eaton Vance Investment Managers April 2010 - Present
Fidelity Investments November 1997 - April 2010
Skills
Alternative Investments, Series 63, Mutual Funds, Series 7, Asset Allocation, Separately Managed..., Series 65, ETFs, Wealth Management, FINRA, Investment Advisory, Investment Management, Investments, Investment Strategies, Securities, Series 24, Asset Management, 401k, Uniform Combined State..., Retirement Planning, Series 6, Fixed Income, Hedge Funds, Equities, Financial Services, Portfolio Management, Bonds, Financial Advisory, Retirement, Bloomberg
Education
St. Edward's University 1991 — 1994
Bachelor’s Degree
Texas A&M University 1989 — 1991
Eaton Vance Investment Managers April 2010 - Present
Fidelity Investments November 1997 - April 2010
Skills
Alternative Investments, Series 63, Mutual Funds, Series 7, Asset Allocation, Separately Managed..., Series 65, ETFs, Wealth Management, FINRA, Investment Advisory, Investment Management, Investments, Investment Strategies, Securities, Series 24, Asset Management, 401k, Uniform Combined State..., Retirement Planning, Series 6, Fixed Income, Hedge Funds, Equities, Financial Services, Portfolio Management, Bonds, Financial Advisory, Retirement, Bloomberg
Education
St. Edward's University 1991 — 1994
Bachelor’s Degree
Texas A&M University 1989 — 1991
Jim Kelczewski's Fidelity Investments Experience March 1986 - February 2009
Job Investment Executive
Industry Financial Services
Experience
Fifth Third Securities February 2013 - Present
Merrill Lynch September 2011 - January 2013
Colonial Life October 2009 - September 2011
Fidelity Investments March 1986 - February 2009
Education
Xavier University 2004 — 2004
Executive Certificate in Financial Planning
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Finance
Fifth Third Securities February 2013 - Present
Merrill Lynch September 2011 - January 2013
Colonial Life October 2009 - September 2011
Fidelity Investments March 1986 - February 2009
Education
Xavier University 2004 — 2004
Executive Certificate in Financial Planning
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Finance
James Strate, CFP®'s Fidelity Investments Experience October 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Ameriprise Financial Services Inc November 2006 - October 2013
Woodbury Financial Services May 2006 - November 2006
Skills
Retirement Planning, Estate Planning, Insurance, Finance, Saving for Education, Mutual Funds, Series 63, Strategic Financial..., Series 7
Education
St. Cloud State University 2003 — 2006
Bachelor of Science (B.S.), Finance
Fidelity Investments October 2013 - Present
Ameriprise Financial Services Inc November 2006 - October 2013
Woodbury Financial Services May 2006 - November 2006
Skills
Retirement Planning, Estate Planning, Insurance, Finance, Saving for Education, Mutual Funds, Series 63, Strategic Financial..., Series 7
Education
St. Cloud State University 2003 — 2006
Bachelor of Science (B.S.), Finance
Dorothy Crowley's Fidelity Investments Experience senior software engineerFidelity2006 - Present
Job senior software engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments senior software engineerFidelity2006 - Present
Education
Springfield College 1978 — 1982
Fidelity Investments senior software engineerFidelity2006 - Present
Education
Springfield College 1978 — 1982
Sudhakar Nalluri's Fidelity Investments Experience March 2014 - Present
Job developer, analyst, leader, coach, team player, idea generator, quick learner
Industry Computer Software
Danielle Fischetti's Fidelity Investments Experience August 2008 - Present
Job Analysis Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2008 - Present
Education
BS Business Management
Business Management
St. John's University
St. John's University
Fidelity Investments August 2008 - Present
Education
BS Business Management
Business Management
St. John's University
St. John's University
Kiran Nikam's Fidelity Investments Experience August 2006 - July 2008
Job Advisory Solutions Architect at VCE
Industry Information Services
Experience
VCE March 2014 - Present
VCE March 2012 - March 2014
VCE April 2010 - March 2012
First Data Corporation November 2008 - April 2010
Fidelity Investments August 2006 - July 2008
Fidelity Investments August 2004 - August 2006
Microland March 2003 - April 2004
InfoGlobe August 2000 - March 2003
Raymonds Limited March 1998 - August 2000
Skills
Brocade, Unix, Storage Area Networks, Virtualization, SAN, Data Center, VMware, NAS, EMC Storage, Disaster Recovery, Cloud Computing, High Availability, Solaris, VMware Infrastructure, Storage Virtualization, NetApp, Storage, vSphere, IBM AIX, Cisco Technologies, Enterprise Storage, VMware ESX, Netbackup, Cisco Nexus
Education
Strayer University 2010 — 2013
Master of Science (MS), Information Systems
Sri Venkateswara University 1993 — 1997
Mechanical Engineering
VCE March 2014 - Present
VCE March 2012 - March 2014
VCE April 2010 - March 2012
First Data Corporation November 2008 - April 2010
Fidelity Investments August 2006 - July 2008
Fidelity Investments August 2004 - August 2006
Microland March 2003 - April 2004
InfoGlobe August 2000 - March 2003
Raymonds Limited March 1998 - August 2000
Skills
Brocade, Unix, Storage Area Networks, Virtualization, SAN, Data Center, VMware, NAS, EMC Storage, Disaster Recovery, Cloud Computing, High Availability, Solaris, VMware Infrastructure, Storage Virtualization, NetApp, Storage, vSphere, IBM AIX, Cisco Technologies, Enterprise Storage, VMware ESX, Netbackup, Cisco Nexus
Education
Strayer University 2010 — 2013
Master of Science (MS), Information Systems
Sri Venkateswara University 1993 — 1997
Mechanical Engineering
Kathy L. Battistoni's Fidelity Investments Experience 2005 - March 2012
Job
Industry Management Consulting
Experience
The North Highland Company March 2012 - October 2014
The North Highland Company March 2012 - October 2014
Fidelity Investments 2005 - March 2012
Accenture 1994 - 2005
The Bank of America 1990 - 1994
Skills
Organizational Design, Business Transformation, Management Consulting, Business Process..., Change Management, Executive Coaching, Strategic Planning, Strategy, Program Management, Organizational..., Business Process, Leadership Development, Acquisition Integration, Performance Management, Business Strategy
Education
University of Vermont 1983 — 1985
MS, Counseling
St. Lawrence University 1979 — 1983
BS, Psychology
The North Highland Company March 2012 - October 2014
The North Highland Company March 2012 - October 2014
Fidelity Investments 2005 - March 2012
Accenture 1994 - 2005
The Bank of America 1990 - 1994
Skills
Organizational Design, Business Transformation, Management Consulting, Business Process..., Change Management, Executive Coaching, Strategic Planning, Strategy, Program Management, Organizational..., Business Process, Leadership Development, Acquisition Integration, Performance Management, Business Strategy
Education
University of Vermont 1983 — 1985
MS, Counseling
St. Lawrence University 1979 — 1983
BS, Psychology
Richard Gochna's Fidelity Investments Experience January 1999 - August 2000
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers August 2000 - September 2008
Fidelity Investments January 1999 - August 2000
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
B.S., Finance
Deutsche Bank August 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers August 2000 - September 2008
Fidelity Investments January 1999 - August 2000
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
B.S., Finance
Paul Freitag's Fidelity Investments Experience April 1995 - November 1997
Job Account Executive Director, Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2015 - Present
Principal Financial Group January 2005 - Present
Meeder Investment Management April 2003 - December 2004
General Pension Planning Corp. March 2000 - November 2001
Merrill Lynch March 1998 - March 2000
National City Bank February 1997 - March 1998
Fidelity Investments April 1995 - November 1997
Skills
Series 24, Public Speaking, Investment Advisory, Retirement Plan..., Qualified Retirement..., Team Leadership, Triathlon, Enrollment Services, Employee Benefits, Series 7, Relationship Mgmt, Pensions, Presentations, 401k, Defined Contribution, Larkspur, Morningstar, Defined Benefit, Profit Sharing, Retirement, Relationship Management, Investments, Asset Allocation, Financial Services, Investment Strategies, 403 b, FINRA, Mutual Funds, Retirement Planning, Financial Advisory, Series 6
Education
St. Joseph's College (IN) 1980 — 1984
BS, Accounting
Principal Financial Group October 2015 - Present
Principal Financial Group January 2005 - Present
Meeder Investment Management April 2003 - December 2004
General Pension Planning Corp. March 2000 - November 2001
Merrill Lynch March 1998 - March 2000
National City Bank February 1997 - March 1998
Fidelity Investments April 1995 - November 1997
Skills
Series 24, Public Speaking, Investment Advisory, Retirement Plan..., Qualified Retirement..., Team Leadership, Triathlon, Enrollment Services, Employee Benefits, Series 7, Relationship Mgmt, Pensions, Presentations, 401k, Defined Contribution, Larkspur, Morningstar, Defined Benefit, Profit Sharing, Retirement, Relationship Management, Investments, Asset Allocation, Financial Services, Investment Strategies, 403 b, FINRA, Mutual Funds, Retirement Planning, Financial Advisory, Series 6
Education
St. Joseph's College (IN) 1980 — 1984
BS, Accounting
Allison Ledoux's Fidelity Investments Experience 2001 - 2003
Job Digital Product Manager Customer Experience at TIAACREF
Industry Retail
Experience
TIAA-CREF November 2012 - Present
Wells Fargo - Consultant March 2012 - November 2012
Staples 2009 - February 2012
Staples 2006 - 2009
Staples 2004 - 2006
Fidelity Investments 2001 - 2003
Salary.com 2000 - 2001
Skills
Product Marketing, Product Management, Product Launch, Marketing Strategy, Marketing, Marketing Management, B2B, B2B Marketing, B2B Marketing Strategy, Vendor Relationships, Vendor Contracts, Contract Negotiation, Contract Management, Gift Cards, Incentives, Loyalty Programs, Account Management, Key Account Management, Internet Strategy, internet services, Retail, Retail Sales, Retail Marketing, Operations Management, Management, Program Management, Channel Strategy, Strategic Partnerships, Customer Experience
Education
St. Lawrence University 1989 — 1993
TIAA-CREF November 2012 - Present
Wells Fargo - Consultant March 2012 - November 2012
Staples 2009 - February 2012
Staples 2006 - 2009
Staples 2004 - 2006
Fidelity Investments 2001 - 2003
Salary.com 2000 - 2001
Skills
Product Marketing, Product Management, Product Launch, Marketing Strategy, Marketing, Marketing Management, B2B, B2B Marketing, B2B Marketing Strategy, Vendor Relationships, Vendor Contracts, Contract Negotiation, Contract Management, Gift Cards, Incentives, Loyalty Programs, Account Management, Key Account Management, Internet Strategy, internet services, Retail, Retail Sales, Retail Marketing, Operations Management, Management, Program Management, Channel Strategy, Strategic Partnerships, Customer Experience
Education
St. Lawrence University 1989 — 1993
Laura Callaghan Parker's Fidelity Investments Experience 1992 - 1998
Job Broker
Industry Financial Services
Experience
Export Insurance Agency (EIA Global) 2003 - Present
CitiStreet, a Citigroup Company 1998 - 2002
Fidelity Investments 1992 - 1998
Skills
Insurance, Trade Credit, Risk Management, Credit, Credit Risk, Property & Casualty..., Banking, Financial Analysis, Management, Reinsurance, Financial Risk, Underwriting, Financial Modeling, Brokers, Retirement, Strategic Planning, General Insurance, Negotiation, Process Improvement, Customer Service, Business Strategy, Credit Analysis, Loans, New Business Development, Team Building, Change Management, Commercial Insurance, Portfolio Management, Microsoft Excel, Investments, Finance, Financial Institutions, Insurance Risk, Insurance Brokerage, Credit Insurance, Structured Finance, Asset Based Lending, Trade Finance
Education
Springfield College 1988 — 1992
BS, Management Information Systems
Export Insurance Agency (EIA Global) 2003 - Present
CitiStreet, a Citigroup Company 1998 - 2002
Fidelity Investments 1992 - 1998
Skills
Insurance, Trade Credit, Risk Management, Credit, Credit Risk, Property & Casualty..., Banking, Financial Analysis, Management, Reinsurance, Financial Risk, Underwriting, Financial Modeling, Brokers, Retirement, Strategic Planning, General Insurance, Negotiation, Process Improvement, Customer Service, Business Strategy, Credit Analysis, Loans, New Business Development, Team Building, Change Management, Commercial Insurance, Portfolio Management, Microsoft Excel, Investments, Finance, Financial Institutions, Insurance Risk, Insurance Brokerage, Credit Insurance, Structured Finance, Asset Based Lending, Trade Finance
Education
Springfield College 1988 — 1992
BS, Management Information Systems
Norm Beaulieu's Fidelity Investments Experience 1996 - Present
Job Director, Defined Benefit Consultant
Industry Human Resources
Experience
Fidelity Investments 1996 - Present
CIGNA July 1989 - April 1996
MassMutual Financial Group March 1978 - July 1989
Skills
ERISA, 401k, Defined Benefit, Retirement, Pensions, Employee Benefits, Pension Administration, Benefits Administration, Outsourcing, Business Requirements, Qualified Retirement..., Retirement Planning, Defined Contribution, Financial Services, Retirement Plan..., Business Analysis, Vendor Management
Education
Western New England College 1978 — 1980
Bachelor of Science (BS), Finance
Springfield Technical Community College 1973 — 1975
AS, Accounting
Fidelity Investments 1996 - Present
CIGNA July 1989 - April 1996
MassMutual Financial Group March 1978 - July 1989
Skills
ERISA, 401k, Defined Benefit, Retirement, Pensions, Employee Benefits, Pension Administration, Benefits Administration, Outsourcing, Business Requirements, Qualified Retirement..., Retirement Planning, Defined Contribution, Financial Services, Retirement Plan..., Business Analysis, Vendor Management
Education
Western New England College 1978 — 1980
Bachelor of Science (BS), Finance
Springfield Technical Community College 1973 — 1975
AS, Accounting
Dan Chartier's Fidelity Investments Experience Database AdministratorBASFJanuary 1984 - December 1984
Job Vice President, Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Database AdministratorBASFJanuary 1984 - December 1984
Bradford Trust 1981 - 1983
Data General September 1980 - April 1982
Genrad 1975 - 1980
Information Services Inc January 1974 - August 1975
Massachusetts Department of Public Safety January 1972 - January 1974
Education
Lesley College
Bachelor of Science
Springfield Technical Community College
Associate, Computer Technology
Fidelity Investments Database AdministratorBASFJanuary 1984 - December 1984
Bradford Trust 1981 - 1983
Data General September 1980 - April 1982
Genrad 1975 - 1980
Information Services Inc January 1974 - August 1975
Massachusetts Department of Public Safety January 1972 - January 1974
Education
Lesley College
Bachelor of Science
Springfield Technical Community College
Associate, Computer Technology
Siva chilakapati's Fidelity Investments Experience October 2012 - Present
Job Sr.Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments October 2012 - Present
Wolters Kluwer July 2010 - October 2012
Harris School Solutions (Formerly Superior School Supplies, Inc) October 2007 - March 2011
Sun It Solutions 2010 - 2010
Dell Inc November 2006 - May 2007
UHCL September 2005 - May 2006
UHCL January 2005 - August 2005
Skills
SQL, C#, Microsoft SQL Server, VSS, XML, .NET, Visual Studio, JavaScript, Crystal Reports, Java, HTML, CSS, VBScript, IIS, Operating Systems, C, ASP.NET
Education
University of Houston-Clear Lake 2004 — 2006
Master of Science, Computer Engineering
Sri Krishnadevaraya University 1999 — 2003
Bachelor of Technology, Electronics & Communication Engineering
Fidelity Investments October 2012 - Present
Wolters Kluwer July 2010 - October 2012
Harris School Solutions (Formerly Superior School Supplies, Inc) October 2007 - March 2011
Sun It Solutions 2010 - 2010
Dell Inc November 2006 - May 2007
UHCL September 2005 - May 2006
UHCL January 2005 - August 2005
Skills
SQL, C#, Microsoft SQL Server, VSS, XML, .NET, Visual Studio, JavaScript, Crystal Reports, Java, HTML, CSS, VBScript, IIS, Operating Systems, C, ASP.NET
Education
University of Houston-Clear Lake 2004 — 2006
Master of Science, Computer Engineering
Sri Krishnadevaraya University 1999 — 2003
Bachelor of Technology, Electronics & Communication Engineering
Kathleen Ott (Ott) McNeil's Fidelity Investments Experience March 2005 - February 2012
Job AdvoCare Advisor
Industry Health, Wellness and Fitness
Experience
Advocare March 2013 - Present
Liberty National Life Insurance Company 2012 - 2013
Fidelity Investments March 2005 - February 2012
Fidelity Investments March 2003 - March 2005
Fidelity Investments August 2002 - March 2003
Fidelity Investments January 2002 - August 2002
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1999
Fidelity Investments 1993 - 1995
Skills
Investments, Retirement Planning, Fundamental Guidance, Mutual Funds, Stocks, Retirement Guidance..., Large Group Facilitation, 401k, Coaching, Employee Benefits, Financial Services, Leadership, Series 63, Training, Series 7, Workshop Facilitation, Management, Retirement
Education
St. Joseph's College (IN) 1987 — 1990
BS, Communications
Lloyd Memorial
Advocare March 2013 - Present
Liberty National Life Insurance Company 2012 - 2013
Fidelity Investments March 2005 - February 2012
Fidelity Investments March 2003 - March 2005
Fidelity Investments August 2002 - March 2003
Fidelity Investments January 2002 - August 2002
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1999
Fidelity Investments 1993 - 1995
Skills
Investments, Retirement Planning, Fundamental Guidance, Mutual Funds, Stocks, Retirement Guidance..., Large Group Facilitation, 401k, Coaching, Employee Benefits, Financial Services, Leadership, Series 63, Training, Series 7, Workshop Facilitation, Management, Retirement
Education
St. Joseph's College (IN) 1987 — 1990
BS, Communications
Lloyd Memorial
Frank La Rosa's Fidelity Investments Experience December 1997 - 2009
Job Manager FSA
Industry Information Technology and Services
Experience
RPG Consultants September 2013 - Present
RPG Consultants September 2011 - September 2013
RPG Consultants May 2011 - September 2011
Fidelity Investments December 1997 - 2009
GHI 1995 - 1997
GHI 1991 - 1996
AGS Information Services Inc. 1979 - 1991
Skills
Business Analysis, SDLC, Vendor Management, Project Management, Analysis, Software Development, Integration, Equities, Requirements Analysis, Leadership, IT Strategy, Databases
Education
St. Lawrence University
B.S.
Stuyvesant High School
RPG Consultants September 2013 - Present
RPG Consultants September 2011 - September 2013
RPG Consultants May 2011 - September 2011
Fidelity Investments December 1997 - 2009
GHI 1995 - 1997
GHI 1991 - 1996
AGS Information Services Inc. 1979 - 1991
Skills
Business Analysis, SDLC, Vendor Management, Project Management, Analysis, Software Development, Integration, Equities, Requirements Analysis, Leadership, IT Strategy, Databases
Education
St. Lawrence University
B.S.
Stuyvesant High School
Muni Cheri's Fidelity Investments Experience February 2004 - June 2010
Job HCM Technical Manager at Nabors Industries
Industry Oil & Energy
Experience
Nabors Industries February 2014 - Present
Nabors Industries March 2013 - January 2014
Nabors Industries July 2010 - February 2013
Fidelity Investments February 2004 - June 2010
Infosys Technologies Ltd October 2003 - June 2010
Skills
Oracle E-Business Suite, Oracle Applications, PL/SQL, Requirements Analysis, Oracle HR, SDLC, Oracle, Troubleshooting, Software Project..., Business Analysis, ERP, SQL, Requirements Gathering, Unix, PMP, Oracle Reports, Integration, IT Strategy, XML Publisher, Solution Architecture, Business Process, Data Warehousing
Education
Sri Venkateswara University 1999 — 2003
BE, Mechanical Engineering
Nabors Industries February 2014 - Present
Nabors Industries March 2013 - January 2014
Nabors Industries July 2010 - February 2013
Fidelity Investments February 2004 - June 2010
Infosys Technologies Ltd October 2003 - June 2010
Skills
Oracle E-Business Suite, Oracle Applications, PL/SQL, Requirements Analysis, Oracle HR, SDLC, Oracle, Troubleshooting, Software Project..., Business Analysis, ERP, SQL, Requirements Gathering, Unix, PMP, Oracle Reports, Integration, IT Strategy, XML Publisher, Solution Architecture, Business Process, Data Warehousing
Education
Sri Venkateswara University 1999 — 2003
BE, Mechanical Engineering
Ramachandra Paladi's Fidelity Investments Experience May 2006 - December 2006
Job Senior Trading Application Support Engineer at ICAP
Industry Financial Services
Experience
ICAP May 2011 - Present
Credit Agricole CIB July 2009 - May 2011
Credit Suisse June 2007 - June 2009
KPMG January 2007 - May 2007
Fidelity Investments May 2006 - December 2006
Education
Sri Venkateswara University 1999 — 2003
B.Tech, computer Science & Engg
ICAP May 2011 - Present
Credit Agricole CIB July 2009 - May 2011
Credit Suisse June 2007 - June 2009
KPMG January 2007 - May 2007
Fidelity Investments May 2006 - December 2006
Education
Sri Venkateswara University 1999 — 2003
B.Tech, computer Science & Engg
Nick Sadiku's Fidelity Investments Experience January 2011 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments November 2009 - January 2011
Fidelity Investments October 2008 - November 2009
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
Bachelor's of Science, Finance
Fidelity Investments January 2011 - Present
Fidelity Investments November 2009 - January 2011
Fidelity Investments October 2008 - November 2009
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
Bachelor's of Science, Finance
Frank Morgan's Fidelity Investments Experience 1996 - 1997
Job SVP Institutional Equities at FBR
Industry Financial Services
Experience
FBR January 2015 - Present
Financial Industry Regulatory Authority (FINRA) 2013 - Present
Dahlman Rose & Co. August 2008 - June 2013
Dahlman Rose 2008 - 2009
Cowen and Company June 2003 - June 2008
cowen 2003 - 2008
Fidelity Investments 1996 - 1997
Skills
Capital Markets, Equity Trading, Equities, Bloomberg, Series 7, Trading, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
BS, Finance
FBR January 2015 - Present
Financial Industry Regulatory Authority (FINRA) 2013 - Present
Dahlman Rose & Co. August 2008 - June 2013
Dahlman Rose 2008 - 2009
Cowen and Company June 2003 - June 2008
cowen 2003 - 2008
Fidelity Investments 1996 - 1997
Skills
Capital Markets, Equity Trading, Equities, Bloomberg, Series 7, Trading, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
BS, Finance
Layne Kaufman's Fidelity Investments Experience September 1998 - September 1999
Job Sales Representative at UltiPlay Parks & Playgrounds
Industry Capital Markets
Experience
UltiPlay Parks & Playgrounds December 2013 - Present
RAM Inc. October 2010 - December 2013
AIMS July 2011 - November 2011
Life Fitness December 2004 - September 2010
Gym Source July 2002 - December 2004
Fidelity September 1999 - May 2002
Fidelity Investments September 1998 - September 1999
University of Kentucky June 1994 - September 1997
NHL, Hartford Whalers 1994 - 1995
Skills
Road Warrior, Highly Motivated, Exceptional Customer..., Sales Management, Sales, Cold Calling, New Business Development, Territory Management, Strategic Planning, Fitness, Direct Sales, Team Building, Coaching, Sales Presentations, Qualifying Prospects, Marketing, Sales Operations, Sales Process, Account Management, Selling Skills, Outside Sales, Public Speaking, Salesforce.com, Customer Service, Business Planning, Capital Equipment, Medical Devices, Orthopedic, Sales Force Development, Selling, Training, Management, Operating Room, Strength Training, Product Launch, Sports, Market Development, Surgical Instruments, Solution Selling, Market Planning
Education
Springfield College 1990 — 1994
Bachelor of Science (BS), Kinesiology and Exercise Science
New Hampshire College 1997 — 1998
Masters, Business Administration
American Institute Medical Sales College 2011 — 2011
Orhtopedics and Trauma Reconstuction, Certificate of Emergency Room and Trauma
UltiPlay Parks & Playgrounds December 2013 - Present
RAM Inc. October 2010 - December 2013
AIMS July 2011 - November 2011
Life Fitness December 2004 - September 2010
Gym Source July 2002 - December 2004
Fidelity September 1999 - May 2002
Fidelity Investments September 1998 - September 1999
University of Kentucky June 1994 - September 1997
NHL, Hartford Whalers 1994 - 1995
Skills
Road Warrior, Highly Motivated, Exceptional Customer..., Sales Management, Sales, Cold Calling, New Business Development, Territory Management, Strategic Planning, Fitness, Direct Sales, Team Building, Coaching, Sales Presentations, Qualifying Prospects, Marketing, Sales Operations, Sales Process, Account Management, Selling Skills, Outside Sales, Public Speaking, Salesforce.com, Customer Service, Business Planning, Capital Equipment, Medical Devices, Orthopedic, Sales Force Development, Selling, Training, Management, Operating Room, Strength Training, Product Launch, Sports, Market Development, Surgical Instruments, Solution Selling, Market Planning
Education
Springfield College 1990 — 1994
Bachelor of Science (BS), Kinesiology and Exercise Science
New Hampshire College 1997 — 1998
Masters, Business Administration
American Institute Medical Sales College 2011 — 2011
Orhtopedics and Trauma Reconstuction, Certificate of Emergency Room and Trauma
William Mullenmeister's Fidelity Investments Experience July 1996 - October 2009
Job Partner at Pogson & Matt Wealth Management Group
Industry Financial Services
Experience
Pogson & Matt Wealth Management Group October 2009 - Present
Fidelity Investments July 1996 - October 2009
Education
The University of Dallas 2002 — 2004
MBA, Financial Services
St. Cloud State University 1986 — 1991
Bachelor of Science, Finance/Business Management
Pogson & Matt Wealth Management Group October 2009 - Present
Fidelity Investments July 1996 - October 2009
Education
The University of Dallas 2002 — 2004
MBA, Financial Services
St. Cloud State University 1986 — 1991
Bachelor of Science, Finance/Business Management
Andrew Alvarez, CFP®'s Fidelity Investments Experience November 2014 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments May 2012 - Present
Fidelity Investments November 2010 - May 2012
Fidelity Investments July 2008 - November 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, Series 63, Series 65, Certified Financial...
Education
St. Lawrence University 2004 — 2008
B.A., Economics
Fidelity Investments November 2014 - Present
Fidelity Investments May 2012 - Present
Fidelity Investments November 2010 - May 2012
Fidelity Investments July 2008 - November 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, Series 63, Series 65, Certified Financial...
Education
St. Lawrence University 2004 — 2008
B.A., Economics
Juliet McKnight Francis's Fidelity Investments Experience November 2004 - April 2005
Job Financial Industry
Industry Financial Services
Experience
Merrill Lynch July 2005 - Present
Fidelity Investments November 2004 - April 2005
Moody's Investors Service June 1998 - November 2004
Education
St. Francis College
BSc, Business Management
Merrill Lynch July 2005 - Present
Fidelity Investments November 2004 - April 2005
Moody's Investors Service June 1998 - November 2004
Education
St. Francis College
BSc, Business Management
Jerome Whalen's Fidelity Investments Experience July 2013 - Present
Job Senior Compliance Advisor Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Education
St. John's University 1979 — 1983
Bachelor's Degree, Communication Arts
Fidelity Investments July 2013 - Present
Education
St. John's University 1979 — 1983
Bachelor's Degree, Communication Arts
George Cattat's Fidelity Investments Experience September 2012 - October 2014
Job Investment Strategist, President at Four Oaks Financial LLC
Industry Financial Services
Experience
Four Oaks Financial LLC December 2014 - Present
Fidelity Investments September 2012 - October 2014
Fidelity Investments April 2005 - October 2012
Evergreen Investments April 2000 - May 2005
Metropolitan Life Insurance Company August 1999 - April 2000
John Hancock Life Insurance Company (U.S.A.) August 1998 - August 1999
Skills
Mutual Funds, Series 7, 401k, Investments, Leadership, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Financial Planning, Financial Services, Securities, Asset Management, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Alternative Investments, Investment Advisory, Equities, Insurance
Education
St. John Fisher College 1994 — 1998
BS, Management/ Finance, Minor in Accounting
Four Oaks Financial LLC December 2014 - Present
Fidelity Investments September 2012 - October 2014
Fidelity Investments April 2005 - October 2012
Evergreen Investments April 2000 - May 2005
Metropolitan Life Insurance Company August 1999 - April 2000
John Hancock Life Insurance Company (U.S.A.) August 1998 - August 1999
Skills
Mutual Funds, Series 7, 401k, Investments, Leadership, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Financial Planning, Financial Services, Securities, Asset Management, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Alternative Investments, Investment Advisory, Equities, Insurance
Education
St. John Fisher College 1994 — 1998
BS, Management/ Finance, Minor in Accounting
Victoria McEleney's Fidelity Investments Experience January 2006 - August 2013
Job Defined Benefit Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - August 2013
Mark Twain I.S. 239 for the Gifted & Talented September 2004 - January 2006
USI Consulting Group March 2001 - September 2004
Skills
Employee Benefits, Financial Services, Business Analysis, Requirements Analysis, Testing, Defined Benefit, Pensions, Training, Peer Mentoring, Analysis, Pension Administration, SDLC, Retirement
Education
St. Joseph's College 1997 — 2001
Bachelor of Science, Mathematics
Fidelity Investments January 2006 - August 2013
Mark Twain I.S. 239 for the Gifted & Talented September 2004 - January 2006
USI Consulting Group March 2001 - September 2004
Skills
Employee Benefits, Financial Services, Business Analysis, Requirements Analysis, Testing, Defined Benefit, Pensions, Training, Peer Mentoring, Analysis, Pension Administration, SDLC, Retirement
Education
St. Joseph's College 1997 — 2001
Bachelor of Science, Mathematics
Lynne Cullinan's Fidelity Investments Experience December 2000 - July 2008
Job REO Account Manager at Good Choice Preservation
Industry Facilities Services
Experience
Good Choice Preservation September 2012 - Present
Good Choice Preservation September 2012 - Present
Delta Services Group, LLC August 2008 - August 2010
Fidelity Investments December 2000 - July 2008
D.L. King & Associates April 1998 - November 2000
Skills
CRM, Employee Benefits, Analysis, Start-ups, Quality Assurance, Procurement, Accounting, Process Improvement, Strategic Planning, Project Management, Insurance, Microsoft Excel, Contract Negotiation, Microsoft Office, Microsoft Word
Education
Springfield College 1992 — 1994
MSHS, Human Service Administration
Springfield College 1985 — 1989
BS, Health Administration
Good Choice Preservation September 2012 - Present
Good Choice Preservation September 2012 - Present
Delta Services Group, LLC August 2008 - August 2010
Fidelity Investments December 2000 - July 2008
D.L. King & Associates April 1998 - November 2000
Skills
CRM, Employee Benefits, Analysis, Start-ups, Quality Assurance, Procurement, Accounting, Process Improvement, Strategic Planning, Project Management, Insurance, Microsoft Excel, Contract Negotiation, Microsoft Office, Microsoft Word
Education
Springfield College 1992 — 1994
MSHS, Human Service Administration
Springfield College 1985 — 1989
BS, Health Administration
Franklin Monteiro's Fidelity Investments Experience June 2011 - September 2011
Job Management Development Program
Industry Insurance
Experience
GEICO July 2012 - Present
Fidelity Investments June 2011 - September 2011
St. John's University February 2009 - March 2011
Doubletree Hotels June 2007 - August 2007
Boys and Girls Club of Dorchester November 2005 - August 2007
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Bachelor of Science, Finance
GEICO July 2012 - Present
Fidelity Investments June 2011 - September 2011
St. John's University February 2009 - March 2011
Doubletree Hotels June 2007 - August 2007
Boys and Girls Club of Dorchester November 2005 - August 2007
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Bachelor of Science, Finance
Salvatore Vella's Fidelity Investments Experience 1984 - 1993
Job SVP Operations Broadridge Business Processing Outsourcing
Industry Financial Services
Experience
Broadridge Financial Solutions - Business Processing Outsourcing 2005 - Present
TD Ameritrade 2000 - 2005
ADP 1993 - 2000
Fidelity Investments 1984 - 1993
Paine Webber 1982 - 1984
Skills
Operations Management, International..., Securities processing, 15c3-3, Compliance, Business process..., International Trade, Dividends, Reorg, Bank Reconciliation, G/L Reconciliations, Margin, Escheatment, Proxy, Trade Regulation, Series 24, Series 7, Series 63, Offshore Outsourcing, SOX Compliancy, Custodial Services, Hedge Funds, Frontier, Pricing, Reference Data, Facilities Management
Education
St. Francis College
Broadridge Financial Solutions - Business Processing Outsourcing 2005 - Present
TD Ameritrade 2000 - 2005
ADP 1993 - 2000
Fidelity Investments 1984 - 1993
Paine Webber 1982 - 1984
Skills
Operations Management, International..., Securities processing, 15c3-3, Compliance, Business process..., International Trade, Dividends, Reorg, Bank Reconciliation, G/L Reconciliations, Margin, Escheatment, Proxy, Trade Regulation, Series 24, Series 7, Series 63, Offshore Outsourcing, SOX Compliancy, Custodial Services, Hedge Funds, Frontier, Pricing, Reference Data, Facilities Management
Education
St. Francis College
Yulia V. Young's Fidelity Investments Experience September 2000 - February 2011
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG) 2013 - Present
Charles Schwab July 2012 - February 2013
Merrill Lynch 2013 - 2013
Morgan Stanley Wealth Management 2013 - 2013
VALIC January 2012 - July 2012
Fidelity Investments September 2000 - February 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning
Education
St. Edward's University 1995 — 1997
BBA, Business Management, Marketing, Linguistics
The University of Texas at Austin 1993 — 1995
Business Administration and Management, General
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG) 2013 - Present
Charles Schwab July 2012 - February 2013
Merrill Lynch 2013 - 2013
Morgan Stanley Wealth Management 2013 - 2013
VALIC January 2012 - July 2012
Fidelity Investments September 2000 - February 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning
Education
St. Edward's University 1995 — 1997
BBA, Business Management, Marketing, Linguistics
The University of Texas at Austin 1993 — 1995
Business Administration and Management, General
Nazmul Khan's Fidelity Investments Experience March 2002 - September 2007
Job IT Manager at TD Canada Trust
Industry Banking
Experience
TD Canada Trust May 2009 - Present
Fidelity Investments March 2002 - September 2007
eBusiness Application Solutions December 1999 - March 2002
Skills
Requirements Gathering, Business Analysis, Quality Center, User Acceptance Testing, SDLC, Business Requirements, Java, Requirements Analysis
Education
St. Cloud State University 1997 — 1999
Bachelor's degree, Business Computer Information System
TD Canada Trust May 2009 - Present
Fidelity Investments March 2002 - September 2007
eBusiness Application Solutions December 1999 - March 2002
Skills
Requirements Gathering, Business Analysis, Quality Center, User Acceptance Testing, SDLC, Business Requirements, Java, Requirements Analysis
Education
St. Cloud State University 1997 — 1999
Bachelor's degree, Business Computer Information System
James Sulecki's Fidelity Investments Experience May 1998 - July 2001
Job Financial Services
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Newedge September 2010 - February 2015
Kellner DiLeo October 2006 - September 2010
LibertyView Capital Management March 2004 - October 2006
LibertyView Capital Management November 2003 - March 2004
Neuberger Berman May 2003 - November 2003
Neuberger Berman March 2002 - May 2003
UBS July 2001 - March 2002
Fidelity Investments May 1998 - July 2001
Skills
Securities Lending, Prime Brokerage, Equities, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Back Office, Bloomberg Terminal, Bonds, Capital Markets, Collateral Management, Commodity, Corporate Actions, Derivatives, ETFs, Electronic Trading, Equity Derivatives, Equity Trading, FINRA, Financial Markets, Financial Risk, Financial Services, Foreign Exchange, Funding, Hedge Funds, Hedging, Investment Banking, Investment Management, Investments, Market Data, Market Risk, Middle Office, Mutual Funds, Operational Risk, Options, Portfolio Management, Proprietary Trading, Securities, Series 24, Series 63, Series 7, Settlement, Structured Products, Trading, Trading Systems
Education
St. Francis College 1997 — 2001
BS, Accounting, 3.75 GPA Magna Cum Laude
St Francis Prep High School 1993 — 1997
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Newedge September 2010 - February 2015
Kellner DiLeo October 2006 - September 2010
LibertyView Capital Management March 2004 - October 2006
LibertyView Capital Management November 2003 - March 2004
Neuberger Berman May 2003 - November 2003
Neuberger Berman March 2002 - May 2003
UBS July 2001 - March 2002
Fidelity Investments May 1998 - July 2001
Skills
Securities Lending, Prime Brokerage, Equities, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Back Office, Bloomberg Terminal, Bonds, Capital Markets, Collateral Management, Commodity, Corporate Actions, Derivatives, ETFs, Electronic Trading, Equity Derivatives, Equity Trading, FINRA, Financial Markets, Financial Risk, Financial Services, Foreign Exchange, Funding, Hedge Funds, Hedging, Investment Banking, Investment Management, Investments, Market Data, Market Risk, Middle Office, Mutual Funds, Operational Risk, Options, Portfolio Management, Proprietary Trading, Securities, Series 24, Series 63, Series 7, Settlement, Structured Products, Trading, Trading Systems
Education
St. Francis College 1997 — 2001
BS, Accounting, 3.75 GPA Magna Cum Laude
St Francis Prep High School 1993 — 1997
Elaine Minogue's Fidelity Investments Experience July 1993 - December 1993
Job Capital Markets Professional
Industry Capital Markets
Experience
Dresdner Kleinwort Wasserstein 2003 - 2005
BNP Paribas May 1994 - November 2001
Fidelity Investments July 1993 - December 1993
Education
St. John's University 1995 — 1997
Master of Business Administration (M.B.A.)
Dresdner Kleinwort Wasserstein 2003 - 2005
BNP Paribas May 1994 - November 2001
Fidelity Investments July 1993 - December 1993
Education
St. John's University 1995 — 1997
Master of Business Administration (M.B.A.)
Jerome Whalen's Fidelity Investments Experience July 2013 - Present
Job Compliance Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments July 2005 - July 2013
Fidelity Investments October 2000 - July 2005
Skills
Banking, Customer Service, Financial Analysis, Microsoft Office, Finance, Project Management, Investments, Process Improvement
Education
St. John's University 1979 — 1983
Communication Arts
Fidelity Investments July 2013 - Present
Fidelity Investments July 2005 - July 2013
Fidelity Investments October 2000 - July 2005
Skills
Banking, Customer Service, Financial Analysis, Microsoft Office, Finance, Project Management, Investments, Process Improvement
Education
St. John's University 1979 — 1983
Communication Arts
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank