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
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Fidelity Investments Employees
Employee
Years
Job
Industry
Jayson Saba Jayson Saba's Fidelity Investments Experience June 2006 - August 2007
Job Vice President, Strategy and Industry Relations at Ceridian
Industry Information Technology and Services
Experience
Ceridian September 2011 - Present
Aberdeen Group September 2007 - September 2011
Fidelity Investments June 2006 - August 2007
Skills
Thought Leadership, Strategy, Public Speaking, Business Writing, SaaS, Lead Generation, Talent Management, Analytics, Competitive Intelligence, Change Management, Market Research, Business Strategy, Business Development, Strategic Planning, Sales Process, Leadership, Recruiting, Employee Benefits, New Business Development, Human Resources, Solution Selling, B2B, Business Intelligence, Management, Product Marketing, Product Management, Account Management, Vendor Management, CRM, Training, Strategic Partnerships, Talent Acquisition, Cross-functional Team..., Sales Operations, Marketing Strategy, Process Improvement, Start-ups, Outsourcing, Benefits Administration, HRIS, Enterprise Software, Competitive Analysis, Management Consulting, Business Analysis, Consulting, Personnel Management, Performance Management, Go-to-market Strategy, Professional Services, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Change Management
Ceridian September 2011 - Present
Aberdeen Group September 2007 - September 2011
Fidelity Investments June 2006 - August 2007
Skills
Thought Leadership, Strategy, Public Speaking, Business Writing, SaaS, Lead Generation, Talent Management, Analytics, Competitive Intelligence, Change Management, Market Research, Business Strategy, Business Development, Strategic Planning, Sales Process, Leadership, Recruiting, Employee Benefits, New Business Development, Human Resources, Solution Selling, B2B, Business Intelligence, Management, Product Marketing, Product Management, Account Management, Vendor Management, CRM, Training, Strategic Partnerships, Talent Acquisition, Cross-functional Team..., Sales Operations, Marketing Strategy, Process Improvement, Start-ups, Outsourcing, Benefits Administration, HRIS, Enterprise Software, Competitive Analysis, Management Consulting, Business Analysis, Consulting, Personnel Management, Performance Management, Go-to-market Strategy, Professional Services, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Change Management
Ed Meek Ed Meek's Fidelity Investments Experience June 1994 - August 2005
Job CERTIFIED FINANCIAL PLANNER™/Investment Advisor, Edge Portfolio Management, LLC
Industry Investment Management
Experience
Edge Portfolio Management, LLC August 2005 - Present
Fidelity Investments June 1994 - August 2005
Skills
Alternative Investments, Investments, Mutual Funds, Fixed Income, Investment Strategies, Portfolio Management, Series 63, Investment Management, Strategic Financial..., Asset Allocation, Financial Services, Wealth Management, Wealth, Investment Banking, Finance, Hedge Funds, Financial Planning, Asset Management, Investment Advisory, Insurance, Capital Markets, Equities, Series 7, Retirement Planning
Education
Loyola University Chicago 1989 — 1992
Marketing, Business
Benedictine University 1987 — 1989
Edge Portfolio Management, LLC August 2005 - Present
Fidelity Investments June 1994 - August 2005
Skills
Alternative Investments, Investments, Mutual Funds, Fixed Income, Investment Strategies, Portfolio Management, Series 63, Investment Management, Strategic Financial..., Asset Allocation, Financial Services, Wealth Management, Wealth, Investment Banking, Finance, Hedge Funds, Financial Planning, Asset Management, Investment Advisory, Insurance, Capital Markets, Equities, Series 7, Retirement Planning
Education
Loyola University Chicago 1989 — 1992
Marketing, Business
Benedictine University 1987 — 1989
Andre Donaldson Andre Donaldson's Fidelity Investments Experience October 2014 - Present
Job Desktop Support Specialist
Industry Computer Software
Experience
Fidelity Investments October 2014 - Present
Tasty Burger November 2012 - October 2014
Fidelity Investments January 2014 - July 2014
Year Up September 2013 - July 2014
JCPenney August 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, C
Education
Year Up Boston / Camridge College 2013 — 2014
Information Technology
Benjamin Franklin Institute of Technology 2010 — 2013
Fidelity Investments October 2014 - Present
Tasty Burger November 2012 - October 2014
Fidelity Investments January 2014 - July 2014
Year Up September 2013 - July 2014
JCPenney August 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, C
Education
Year Up Boston / Camridge College 2013 — 2014
Information Technology
Benjamin Franklin Institute of Technology 2010 — 2013
Richard Petit-Frere Richard Petit-Frere's Fidelity Investments Experience June 1998 - January 1999
Job Sr. Microsoft Systems Administrator
Industry Information Technology and Services
Experience
Gander Mountain June 2015 - Present
The Dolan Company September 2013 - June 2015
The Dolan Company May 2005 - September 2013
Lawyers Weekly January 1999 - May 2005
Fidelity Investments June 1998 - January 1999
Skills
Active Directory, Windows Server, VMware, System Administration, Network Administration, Servers, Windows 7, Disaster Recovery, WAN, Technical Support, Networking, Telecommunications
Education
Benjamin Franklin Institute of Technology 1997 — 1999
Associates Information Systems Administration
Gander Mountain June 2015 - Present
The Dolan Company September 2013 - June 2015
The Dolan Company May 2005 - September 2013
Lawyers Weekly January 1999 - May 2005
Fidelity Investments June 1998 - January 1999
Skills
Active Directory, Windows Server, VMware, System Administration, Network Administration, Servers, Windows 7, Disaster Recovery, WAN, Technical Support, Networking, Telecommunications
Education
Benjamin Franklin Institute of Technology 1997 — 1999
Associates Information Systems Administration
Laura Peoples's Fidelity Investments Experience October 2004 - December 2006
Job Practice Group Assistant, Keating Muething & Klekamp
Industry Law Practice
Experience
Keating Muething & Klekamp July 2014 - Present
Weltman, Weinberg & Reis Co., LPA December 2006 - July 2014
Fidelity Investments October 2004 - December 2006
Fox and Scott L.P.A June 2005 - December 2005
Skills
Foreclosures, Bankruptcy, Customer Service, Deed in Lieu, Evictions, Civil Litigation, Legal Research, Legal Writing, Title Review, Financial Analysis
Education
Beckfield College-Florence 2004 — 2006
Associate's degree, Paralegal Studies
Keating Muething & Klekamp July 2014 - Present
Weltman, Weinberg & Reis Co., LPA December 2006 - July 2014
Fidelity Investments October 2004 - December 2006
Fox and Scott L.P.A June 2005 - December 2005
Skills
Foreclosures, Bankruptcy, Customer Service, Deed in Lieu, Evictions, Civil Litigation, Legal Research, Legal Writing, Title Review, Financial Analysis
Education
Beckfield College-Florence 2004 — 2006
Associate's degree, Paralegal Studies
Joshua Herald Joshua Herald's Fidelity Investments Experience May 2006 - July 2009
Job Registered Nurse
Industry Hospital & Health Care
Experience
UC Health 2013 - Present
St. Elizabeth Healthcare April 2011 - November 2013
U.S. Bank August 2009 - April 2011
Fidelity Investments May 2006 - July 2009
Skills
Epic Systems, Head to toe assessment, Medical surgical..., Critical Thinking, Vital Signs, Direct Patient Care, Patient..., Medication..., Respiratory Therapy, Bathing, Patient Education, Family education, Intiating/discontinuing..., Central line blood draw, programming/operation..., Wound Care, Foley catheter..., SMART equipment, Cath lab/OR procedure..., monitoring of a PACU..., Maintaining/operating..., Healthcare, Nursing, Medical/Surgical, BLS, IV, EKG, Telemetry, Registered Nurses, Inpatient, Hospitals, Patient Safety, Patient Advocacy, Phlebotomy, Medical-Surgical
Education
Beckfield College-Florence 2011 — 2013
Associate's degree, Registered Nursing/Registered Nurse
Northern Kentucky University 2005 — 2009
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
UC Health 2013 - Present
St. Elizabeth Healthcare April 2011 - November 2013
U.S. Bank August 2009 - April 2011
Fidelity Investments May 2006 - July 2009
Skills
Epic Systems, Head to toe assessment, Medical surgical..., Critical Thinking, Vital Signs, Direct Patient Care, Patient..., Medication..., Respiratory Therapy, Bathing, Patient Education, Family education, Intiating/discontinuing..., Central line blood draw, programming/operation..., Wound Care, Foley catheter..., SMART equipment, Cath lab/OR procedure..., monitoring of a PACU..., Maintaining/operating..., Healthcare, Nursing, Medical/Surgical, BLS, IV, EKG, Telemetry, Registered Nurses, Inpatient, Hospitals, Patient Safety, Patient Advocacy, Phlebotomy, Medical-Surgical
Education
Beckfield College-Florence 2011 — 2013
Associate's degree, Registered Nursing/Registered Nurse
Northern Kentucky University 2005 — 2009
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Allyson Holbrook's Fidelity Investments Experience January 2011 - September 2013
Job Vice President of Marketing at Scout Exchange
Industry Computer Software
Experience
Scout Exchange October 2013 - Present
Fidelity Investments January 2011 - September 2013
Fidelity Investments November 2007 - December 2010
Monster Worldwide March 2004 - November 2007
Imagitas 2000 - 2003
Reebok 1990 - 2000
Skills
Marketing Strategy, Social Media Marketing, Marketing, SEO, Online Advertising, Social Media, Employer Branding, Leadership, Talent Acquisition, Cross-functional Team..., Brand Development, Strategy, Lead Generation, CRM, Integration, Product Marketing, Executive Management, Strategic Planning, Negotiation, Segmentation, Mobile Devices, Salesforce.com, B2B, SEM, Recruiting, Analytics, Strategic Partnerships, Mobile Marketing, Entrepreneurship, Integrated Marketing, Budgets, E-commerce, Start-ups, Product Management, Business Development, Digital Marketing, Competitive Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA - Marketing Concentration, Marketing
Bentley University 1986 — 1990
BS Finance
Scout Exchange October 2013 - Present
Fidelity Investments January 2011 - September 2013
Fidelity Investments November 2007 - December 2010
Monster Worldwide March 2004 - November 2007
Imagitas 2000 - 2003
Reebok 1990 - 2000
Skills
Marketing Strategy, Social Media Marketing, Marketing, SEO, Online Advertising, Social Media, Employer Branding, Leadership, Talent Acquisition, Cross-functional Team..., Brand Development, Strategy, Lead Generation, CRM, Integration, Product Marketing, Executive Management, Strategic Planning, Negotiation, Segmentation, Mobile Devices, Salesforce.com, B2B, SEM, Recruiting, Analytics, Strategic Partnerships, Mobile Marketing, Entrepreneurship, Integrated Marketing, Budgets, E-commerce, Start-ups, Product Management, Business Development, Digital Marketing, Competitive Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA - Marketing Concentration, Marketing
Bentley University 1986 — 1990
BS Finance
Diane M. Macchio's Fidelity Investments Experience 1999 - 2008
Job Process Analysis, Audit/Compliance, & Risk/Operations Management Professional
Industry Financial Services
Experience
The MITRE Corporation 2009 - Present
Coclin Associates 2008 - 2009
Fidelity Investments 1999 - 2008
Fidelity Investments 1999 - 2008
The Boston Company / Mellon Trust 1994 - 1999
The Boston Company / Mellon Trust 1994 - 1999
The Boston Company / Mellon Trust 1994 - 1999
Federal Deposit Insurance Corporation 1992 - 1993
Blue Cross and Blue Shield of Massachusetts 1980 - 1991
Blue Cross and Blue Shield of Massachusetts 1980 - 1991
Skills
Process Analysis,..., Risk / Operations..., Information Security,..., Business Continuity, Security, Business Analysis, Operations Management, Risk, Records Management, Information Security, Financial Risk, Program Management, Vendor Management, Networking, Management, Process Improvement, Software Documentation, Strategy, Disaster Recovery, Change Management, Leadership, Business Process, Outsourcing, Training, Analysis, Project Management, Organizational..., Team Building, Six Sigma, Human Resources, Policy, Risk Management, Budgets, Governance, Employee Relations, Strategic Planning, Business Process..., SDLC, IT Strategy, IT Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master, Business Administration, with a Concentration in Computer Information Systems
Fitchburg State University
Bachelor of Science, Education
Fitchburg State University
Graduate Certificate, Technical Writing and Computer Science
St. Bernard's High School
The MITRE Corporation 2009 - Present
Coclin Associates 2008 - 2009
Fidelity Investments 1999 - 2008
Fidelity Investments 1999 - 2008
The Boston Company / Mellon Trust 1994 - 1999
The Boston Company / Mellon Trust 1994 - 1999
The Boston Company / Mellon Trust 1994 - 1999
Federal Deposit Insurance Corporation 1992 - 1993
Blue Cross and Blue Shield of Massachusetts 1980 - 1991
Blue Cross and Blue Shield of Massachusetts 1980 - 1991
Skills
Process Analysis,..., Risk / Operations..., Information Security,..., Business Continuity, Security, Business Analysis, Operations Management, Risk, Records Management, Information Security, Financial Risk, Program Management, Vendor Management, Networking, Management, Process Improvement, Software Documentation, Strategy, Disaster Recovery, Change Management, Leadership, Business Process, Outsourcing, Training, Analysis, Project Management, Organizational..., Team Building, Six Sigma, Human Resources, Policy, Risk Management, Budgets, Governance, Employee Relations, Strategic Planning, Business Process..., SDLC, IT Strategy, IT Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master, Business Administration, with a Concentration in Computer Information Systems
Fitchburg State University
Bachelor of Science, Education
Fitchburg State University
Graduate Certificate, Technical Writing and Computer Science
St. Bernard's High School
Fil Firmani Fil Firmani's Fidelity Investments Experience 1996 - 2000
Job SVP Product and Strategy
Industry Information Technology and Services
Experience
Agencyport July 2015 - Present
Motus 2009 - June 2015
BusinessEdge Solutions (acquired by EMC) 2007 - 2008
netNumina/Keane (acquired by NTT Data) 2006 - 2007
Back Bay Technologies (acquired by KPMG) 2001 - 2006
Fidelity Investments 1996 - 2000
Epsilon 1992 - 1996
Accenture 1989 - 1992
Skills
SaaS, Start-ups, Product Management, IT Strategy, Cloud Computing, Management Consulting, Business Intelligence, Program Management, Enterprise Software, Business Strategy, Strategy, Business Analysis, CRM, Entrepreneurship, Leadership, B2B, Digital Strategy, Customer Experience..., Financial Services, Mobile Technology, Software Development, Product Marketing, Management, E-commerce, Vendor Management, Consulting, Practice Management, Outsourcing, Entrepreneur, Change Management, Offshore Management, Security Audits, Business Development, Competitive Analysis, Professional Services, Go-to-market Strategy, Agile Methodologies, Product Development, Mergers & Acquisitions, Market Research, Marketing Strategy, ERP, Cross-functional Team..., Agile Project Management, Analytics, Marketing, Business Process..., Big Data, Predictive Analytics, Digital Marketing...
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.), Marketing/Technology
Boston College
Bachelor's Degree, General Management/Literature
University of Oxford
Certificate, English Literature (British and Commonwealth)
Agencyport July 2015 - Present
Motus 2009 - June 2015
BusinessEdge Solutions (acquired by EMC) 2007 - 2008
netNumina/Keane (acquired by NTT Data) 2006 - 2007
Back Bay Technologies (acquired by KPMG) 2001 - 2006
Fidelity Investments 1996 - 2000
Epsilon 1992 - 1996
Accenture 1989 - 1992
Skills
SaaS, Start-ups, Product Management, IT Strategy, Cloud Computing, Management Consulting, Business Intelligence, Program Management, Enterprise Software, Business Strategy, Strategy, Business Analysis, CRM, Entrepreneurship, Leadership, B2B, Digital Strategy, Customer Experience..., Financial Services, Mobile Technology, Software Development, Product Marketing, Management, E-commerce, Vendor Management, Consulting, Practice Management, Outsourcing, Entrepreneur, Change Management, Offshore Management, Security Audits, Business Development, Competitive Analysis, Professional Services, Go-to-market Strategy, Agile Methodologies, Product Development, Mergers & Acquisitions, Market Research, Marketing Strategy, ERP, Cross-functional Team..., Agile Project Management, Analytics, Marketing, Business Process..., Big Data, Predictive Analytics, Digital Marketing...
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.), Marketing/Technology
Boston College
Bachelor's Degree, General Management/Literature
University of Oxford
Certificate, English Literature (British and Commonwealth)
Sara Dziedzic Sara Dziedzic's Fidelity Investments Experience August 2005 - December 2007
Job Sr. Benefits Analyst at Boston Children's Hospital
Industry Human Resources
Experience
Boston Children's Hospital September 2012 - Present
Hub International May 2009 - May 2012
Mercer January 2008 - May 2009
Fidelity Investments August 2005 - December 2007
Skills
Microsoft Office: Word,..., Oracle Based Systems:..., People Soft, Benefits..., PeopleSoft, Microsoft Excel, Employee Benefits, HRIS, Microsoft Office, Benefits Administration, Management, Disability Insurance, Open Enrollment, Human Resources, Customer Service, Life Insurance, Payroll
Education
Becker College 1999 — 2005
Bachelor of Arts (B.A.), Graphic Design, GPA 3.57, graduated Cum Laude
Boston Children's Hospital September 2012 - Present
Hub International May 2009 - May 2012
Mercer January 2008 - May 2009
Fidelity Investments August 2005 - December 2007
Skills
Microsoft Office: Word,..., Oracle Based Systems:..., People Soft, Benefits..., PeopleSoft, Microsoft Excel, Employee Benefits, HRIS, Microsoft Office, Benefits Administration, Management, Disability Insurance, Open Enrollment, Human Resources, Customer Service, Life Insurance, Payroll
Education
Becker College 1999 — 2005
Bachelor of Arts (B.A.), Graphic Design, GPA 3.57, graduated Cum Laude
Debkanti Majumder Debkanti Majumder's Fidelity Investments Experience 2002 - 2002
Job Experienced IT leader specializing in largescale ERP projects and IT strategy
Industry Information Technology and Services
Experience
IBM 2002 - Present
Fidelity Investments 2002 - 2002
Novell 2001 - 2002
Extraprise 2001 - 2001
Cambridge Technology Partners 1998 - 2000
TCS 1995 - 1997
Skills
Solution Architecture, Enterprise Architecture, ERP, Enterprise Software, Project Management, Consulting, Oracle E-Business Suite, SDLC, Business Process Design, IT Strategy, SOA, Gap Analysis, PeopleSoft, PeopleSoft Financial, PeopleSoft HR, OBIEE, OBIA, OBI Apps, Technical Leadership, Governance, Requirements Analysis, Oracle, Outsourcing, Business Intelligence
Education
Boston University - School of Management 2000 — 2002
MBA, Finance
Bengal Engineering and Science University, Shibpur 1991 — 1995
BE, Electrical Engineering
South Point High School 1985 — 1991
Higher Secondary, Science
IBM 2002 - Present
Fidelity Investments 2002 - 2002
Novell 2001 - 2002
Extraprise 2001 - 2001
Cambridge Technology Partners 1998 - 2000
TCS 1995 - 1997
Skills
Solution Architecture, Enterprise Architecture, ERP, Enterprise Software, Project Management, Consulting, Oracle E-Business Suite, SDLC, Business Process Design, IT Strategy, SOA, Gap Analysis, PeopleSoft, PeopleSoft Financial, PeopleSoft HR, OBIEE, OBIA, OBI Apps, Technical Leadership, Governance, Requirements Analysis, Oracle, Outsourcing, Business Intelligence
Education
Boston University - School of Management 2000 — 2002
MBA, Finance
Bengal Engineering and Science University, Shibpur 1991 — 1995
BE, Electrical Engineering
South Point High School 1985 — 1991
Higher Secondary, Science
Karen Moran's Fidelity Investments Experience September 1998 - October 2001
Job Experienced Communications Professional and Project Manager
Industry Writing and Editing
Experience
Wingspan Portfolio Advisors October 2014 - June 2015
Wingspan Portfolio Advisors July 2013 - October 2014
JPMorgan Chase October 2012 - July 2013
JP Morgan Chase September 2008 - February 2013
JP Morgan Chase June 2004 - September 2010
Self Employed October 2001 - April 2004
Fidelity Investments September 1998 - October 2001
Liberty Mutual Insurance 1990 - 1993
Skills
Technical Writing, Software Documentation, Visio, Corporate Communications, SharePoint, Editing, Change Management, Leadership, Internal Communications, Newsletters, Strategic Communications, Proofreading, Social Media, PowerPoint, Call Centers, Content Management, Microsoft Office, Publications, Banking, Writing, Visual Communication, Mortgage Servicing, Marketing, SnagIt, Information Mapping, Process Improvement, Creative Writing, Research, Requirements Analysis, Mortgage Banking, Business Process..., Critical Thinking, Policy Analysis, FDCPA, TCPA, Collections, AP Style, Content Strategy
Education
Bellevue University 2011 — 2012
Emerson college, Executive coaching
Emerson College 1995 — 2001
Bachelors, Media Studies, Journalism
Wingspan Portfolio Advisors October 2014 - June 2015
Wingspan Portfolio Advisors July 2013 - October 2014
JPMorgan Chase October 2012 - July 2013
JP Morgan Chase September 2008 - February 2013
JP Morgan Chase June 2004 - September 2010
Self Employed October 2001 - April 2004
Fidelity Investments September 1998 - October 2001
Liberty Mutual Insurance 1990 - 1993
Skills
Technical Writing, Software Documentation, Visio, Corporate Communications, SharePoint, Editing, Change Management, Leadership, Internal Communications, Newsletters, Strategic Communications, Proofreading, Social Media, PowerPoint, Call Centers, Content Management, Microsoft Office, Publications, Banking, Writing, Visual Communication, Mortgage Servicing, Marketing, SnagIt, Information Mapping, Process Improvement, Creative Writing, Research, Requirements Analysis, Mortgage Banking, Business Process..., Critical Thinking, Policy Analysis, FDCPA, TCPA, Collections, AP Style, Content Strategy
Education
Bellevue University 2011 — 2012
Emerson college, Executive coaching
Emerson College 1995 — 2001
Bachelors, Media Studies, Journalism
Eddie Carson Eddie Carson's Fidelity Investments Experience January 1999 - April 2005
Job Principal Consultant at CS Technology
Industry Information Technology and Services
Experience
CS Technology June 2015 - Present
First Data Corporation April 2013 - February 2015
First Data Corporation April 2010 - March 2013
First Data Corporation June 2007 - March 2010
GMAC Residential April 2005 - June 2007
Fidelity Investments January 1999 - April 2005
Fidelity Investments February 1996 - January 1999
Greyhound Lines September 1994 - February 1996
Greyhound Lines October 1992 - September 1994
Skills
Data Center, VMware, Servers, Storage, Disaster Recovery, Unix, Integration, Enterprise Architecture, High Availability, ITIL, SAN, IT Strategy, Storage Area Networks, Virtualization, IT Management, Cloud Computing, System Deployment, Infrastructure, Solaris, Vendor Management, Operating Systems, IT Service Management, Business Continuity, Cisco Technologies, Windows Server, Solution Architecture, IT Operations, AIX, Architecture, Architectures, Information Technology, Capacity Planning, Security, Windows, Storage Management, Distributed Systems, System Architecture, Server Architecture, PCI DSS, Technical Architecture, Leadership, Team Building, Technological Innovation, VDI, Virtual Desktop..., Networking, Management, Enterprise Software, Strategy, Hardware
Education
Bellevue University 2013 — 2014
Bachelor's Degree
Indian Hills Community College 1990 — 1992
AAS
CS Technology June 2015 - Present
First Data Corporation April 2013 - February 2015
First Data Corporation April 2010 - March 2013
First Data Corporation June 2007 - March 2010
GMAC Residential April 2005 - June 2007
Fidelity Investments January 1999 - April 2005
Fidelity Investments February 1996 - January 1999
Greyhound Lines September 1994 - February 1996
Greyhound Lines October 1992 - September 1994
Skills
Data Center, VMware, Servers, Storage, Disaster Recovery, Unix, Integration, Enterprise Architecture, High Availability, ITIL, SAN, IT Strategy, Storage Area Networks, Virtualization, IT Management, Cloud Computing, System Deployment, Infrastructure, Solaris, Vendor Management, Operating Systems, IT Service Management, Business Continuity, Cisco Technologies, Windows Server, Solution Architecture, IT Operations, AIX, Architecture, Architectures, Information Technology, Capacity Planning, Security, Windows, Storage Management, Distributed Systems, System Architecture, Server Architecture, PCI DSS, Technical Architecture, Leadership, Team Building, Technological Innovation, VDI, Virtual Desktop..., Networking, Management, Enterprise Software, Strategy, Hardware
Education
Bellevue University 2013 — 2014
Bachelor's Degree
Indian Hills Community College 1990 — 1992
AAS
Michael Piscitello Michael Piscitello's Fidelity Investments Experience 1997 - 1998
Job Director of Financial Planning and Analysis at Interactive Data
Industry Computer Software
Experience
Interactive Data 2013 - Present
Picis, Inc. 2009 - 2011
IONA Technologies 1998 - 2009
Fidelity Investments 1997 - 1998
Bull Information Systems 1995 - 1996
Liberty Mutual Insurance 1992 - 1995
Skills
Corporate Finance, Team Leadership, Strategic Planning, Financial Management, Financial Planning, Long Range Planning, Financial Analysis, Financial Modeling, Budget Management, Forecasting, Sales Operations, M&A experience, Treasury Management, Investor Relations, Financial Reporting, Problem Solving, Negotiation, Business Process..., Mentoring, Facilities Management, SEC reporting, Dashboards, Business Strategy, Strategic Financial..., KPI Dashboards, Due Diligence, Analysis, Process Improvement, Microsoft Office, Business Planning, Business Analysis, Revenue Forecasting, Pipeline Management, Sales Compensation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1996
MBA, International Business
Isenberg School of Management, UMass Amherst 1987 — 1990
BBA, Finance
Interactive Data 2013 - Present
Picis, Inc. 2009 - 2011
IONA Technologies 1998 - 2009
Fidelity Investments 1997 - 1998
Bull Information Systems 1995 - 1996
Liberty Mutual Insurance 1992 - 1995
Skills
Corporate Finance, Team Leadership, Strategic Planning, Financial Management, Financial Planning, Long Range Planning, Financial Analysis, Financial Modeling, Budget Management, Forecasting, Sales Operations, M&A experience, Treasury Management, Investor Relations, Financial Reporting, Problem Solving, Negotiation, Business Process..., Mentoring, Facilities Management, SEC reporting, Dashboards, Business Strategy, Strategic Financial..., KPI Dashboards, Due Diligence, Analysis, Process Improvement, Microsoft Office, Business Planning, Business Analysis, Revenue Forecasting, Pipeline Management, Sales Compensation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1996
MBA, International Business
Isenberg School of Management, UMass Amherst 1987 — 1990
BBA, Finance
Paul McConnell Paul McConnell's Fidelity Investments Experience September 2002 - February 2003
Job Human Resources at LabCorp Clinical Trials
Industry Business Supplies and Equipment
Experience
LabCorp Clinical Trials June 2013 - Present
Staples November 2009 - June 2013
American Consumer Credit Counseling May 2003 - November 2008
Fidelity Investments September 2002 - February 2003
Walt Disney World August 2001 - January 2002
Skills
Employee Relations, Employee Benefits, Human Resources, Payroll, PeopleSoft, Customer Service, Policy, Leadership, HR Consulting, Onboarding, Interviews, Benefits Administration, Succession Planning, Applicant Tracking..., Management, Talent Acquisition, New Hire Orientations, HR Policies, Process Improvement, Workforce Planning, FMLA, EV5, ADP Payroll, Training, I-9 Compliance, Exit Interviews, Cognos, Tuition, Ceridian Payroll System, FrontRange, Scheduling candidate...
Education
Becker College 1996 — 2001
Psychology
Milford High School 1992 — 1996
LabCorp Clinical Trials June 2013 - Present
Staples November 2009 - June 2013
American Consumer Credit Counseling May 2003 - November 2008
Fidelity Investments September 2002 - February 2003
Walt Disney World August 2001 - January 2002
Skills
Employee Relations, Employee Benefits, Human Resources, Payroll, PeopleSoft, Customer Service, Policy, Leadership, HR Consulting, Onboarding, Interviews, Benefits Administration, Succession Planning, Applicant Tracking..., Management, Talent Acquisition, New Hire Orientations, HR Policies, Process Improvement, Workforce Planning, FMLA, EV5, ADP Payroll, Training, I-9 Compliance, Exit Interviews, Cognos, Tuition, Ceridian Payroll System, FrontRange, Scheduling candidate...
Education
Becker College 1996 — 2001
Psychology
Milford High School 1992 — 1996
Jarrett Corr's Fidelity Investments Experience September 2007 - July 2011
Job Vice President, Senior Consultant at RIMES Technologies
Industry Financial Services
Experience
RIMES Technologies March 2015 - Present
RIMES Technologies August 2011 - Present
Fidelity Investments September 2007 - July 2011
Fidelity Investments December 2004 - September 2007
Fidelity Investments February 2003 - December 2004
Fidelity Investments May 2000 - February 2003
Skills
Talent Development, Mutual Funds, Investments, Equities, Funding, Fixed Income, Portfolio Management, Bloomberg, Finance, Series 7, Trading, CRM, Series 63, Financial Markets, Financial Services, Business Analysis, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MS, Financial Planning
Bentley University 1999 — 2000
BS, Finance
RIMES Technologies March 2015 - Present
RIMES Technologies August 2011 - Present
Fidelity Investments September 2007 - July 2011
Fidelity Investments December 2004 - September 2007
Fidelity Investments February 2003 - December 2004
Fidelity Investments May 2000 - February 2003
Skills
Talent Development, Mutual Funds, Investments, Equities, Funding, Fixed Income, Portfolio Management, Bloomberg, Finance, Series 7, Trading, CRM, Series 63, Financial Markets, Financial Services, Business Analysis, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MS, Financial Planning
Bentley University 1999 — 2000
BS, Finance
Charles R. Johnson, MBA Charles R. Johnson, MBA's Fidelity Investments Experience February 2006 - January 2008
Job Financial Aid Coordinator at ITT Technical Institute
Industry Financial Services
Experience
ITT Technical Institute February 2012 - Present
Allegiant Financial Group January 2009 - December 2010
Fidelity Investments February 2006 - January 2008
Mass Mutual May 2003 - February 2006
Charles Schwab July 1994 - December 2001
Skills
Long Term Care Insurance, Financial Planners, Customer Service, Budgets, Cost Benefit, Retirement Planning, Retirement, Series 63, 401k, Fixed Annuities, Mutual Funds, Strategic Financial..., Series 7, Investments, Wealth Management, Securities, Estate Planning, Insurance, Life Insurance
Education
Indiana Wesleyan University 2002 — 2004
MBA, Business Management, Finance, Accounting
Benedictine University 1987 — 1991
Business Economics, Economics, Accounting, Finance
ITT Technical Institute February 2012 - Present
Allegiant Financial Group January 2009 - December 2010
Fidelity Investments February 2006 - January 2008
Mass Mutual May 2003 - February 2006
Charles Schwab July 1994 - December 2001
Skills
Long Term Care Insurance, Financial Planners, Customer Service, Budgets, Cost Benefit, Retirement Planning, Retirement, Series 63, 401k, Fixed Annuities, Mutual Funds, Strategic Financial..., Series 7, Investments, Wealth Management, Securities, Estate Planning, Insurance, Life Insurance
Education
Indiana Wesleyan University 2002 — 2004
MBA, Business Management, Finance, Accounting
Benedictine University 1987 — 1991
Business Economics, Economics, Accounting, Finance
Lee Kraus Lee Kraus's Fidelity Investments Experience December 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments August 2013 - December 2014
Fifth Third Bank June 2013 - August 2013
Fifth Third Bank November 2011 - June 2013
Fifth Third Bank November 2010 - December 2011
Parking Management Company July 2009 - November 2010
Education
Belmont University 2005 — 2010
BBA, Finance
Fidelity Investments December 2014 - Present
Fidelity Investments August 2013 - December 2014
Fifth Third Bank June 2013 - August 2013
Fifth Third Bank November 2011 - June 2013
Fifth Third Bank November 2010 - December 2011
Parking Management Company July 2009 - November 2010
Education
Belmont University 2005 — 2010
BBA, Finance
Mike Aeschliman Mike Aeschliman's Fidelity Investments Experience 2010 - May 2012
Job In startup land
Industry Information Technology and Services
Experience
Localytics September 2015 - Present
Verilume November 2014 - September 2015
Rackspace, the Open Cloud Company May 2012 - October 2014
Fidelity Investments 2010 - May 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 1998 - 2006
Fidelity Investments 1996 - 1998
Spirit Technologies 1995 - 1996
daly.commerce 1994 - 1995
Skills
Cloud Computing, IT Strategy, IaaS, PaaS, SaaS, Agile Methodologies, OpenStack, Open Source, Network Virtualization, Automation, Continuous Integration, Finance, Enterprise Architecture, Data Center, Financial Services, VMware, Leadership, System Architecture, Software Development, Product Management, Architecture, Perl, IT Management, Distributed Systems, Servers, Storage, Solution Architecture, Management, SDLC, Enterprise Software, Integration, Vendor Management, Start-ups, Infrastructure, IT Operations, Application Architecture, Network Architecture, Agile Project Management, Strategy, Scalability, Big Data, High Availability, SOA, Technical Leadership, Disaster Recovery, Unix, Professional Services, Software Project..., Architectures
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MBA, Finance
Providence College 1990 — 1994
Bachelor of Science (B.S.), Finance/Management
Localytics September 2015 - Present
Verilume November 2014 - September 2015
Rackspace, the Open Cloud Company May 2012 - October 2014
Fidelity Investments 2010 - May 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 1998 - 2006
Fidelity Investments 1996 - 1998
Spirit Technologies 1995 - 1996
daly.commerce 1994 - 1995
Skills
Cloud Computing, IT Strategy, IaaS, PaaS, SaaS, Agile Methodologies, OpenStack, Open Source, Network Virtualization, Automation, Continuous Integration, Finance, Enterprise Architecture, Data Center, Financial Services, VMware, Leadership, System Architecture, Software Development, Product Management, Architecture, Perl, IT Management, Distributed Systems, Servers, Storage, Solution Architecture, Management, SDLC, Enterprise Software, Integration, Vendor Management, Start-ups, Infrastructure, IT Operations, Application Architecture, Network Architecture, Agile Project Management, Strategy, Scalability, Big Data, High Availability, SOA, Technical Leadership, Disaster Recovery, Unix, Professional Services, Software Project..., Architectures
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MBA, Finance
Providence College 1990 — 1994
Bachelor of Science (B.S.), Finance/Management
Mario Rojas Jr. Mario Rojas Jr.'s Fidelity Investments Experience July 2012 - January 2013
Job Network Technician at Partners HealthCare
Industry Higher Education
Experience
Partners HealthCare Network TechnicianPartners HealthCareJuly 2014 - Present
Fidelity Investments July 2012 - January 2013
Skills
Customer Service, Windows, Microsoft Office, Access, HTML, PowerPoint, Microsoft Excel, Microsoft Word, Windows 7, Data Entry, Computer Repair, Windows Vista, Computer Hardware, Software Documentation, Outlook
Education
Cambridge College 2012 — 2013
Benjamin Franklin Institute of Technology 2007 — 2011
Associate's degree, Computer Technology/Computer Systems Technology
Partners HealthCare Network TechnicianPartners HealthCareJuly 2014 - Present
Fidelity Investments July 2012 - January 2013
Skills
Customer Service, Windows, Microsoft Office, Access, HTML, PowerPoint, Microsoft Excel, Microsoft Word, Windows 7, Data Entry, Computer Repair, Windows Vista, Computer Hardware, Software Documentation, Outlook
Education
Cambridge College 2012 — 2013
Benjamin Franklin Institute of Technology 2007 — 2011
Associate's degree, Computer Technology/Computer Systems Technology
Amy (Qingyun) Lu's Fidelity Investments Experience July 2015 - Present
Job Consulting Analyst and Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments July 2015 - Present
Alliance Consulting Group June 2014 - August 2014
Dartmouth College September 2013 - June 2014
Edgeworth Economics, L.L.C. January 2014 - March 2014
The Autism Research Foundation January 2013 - July 2013
Skills
Mathematics Education, Mandarin, Teaching, Stata, Analysis, Data Analysis, Leadership, Social Media, Microsoft Office
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, minor in Chinese
Beijing Normal University 2012 — 2012
Chinese Language and Literature
Fidelity Investments July 2015 - Present
Alliance Consulting Group June 2014 - August 2014
Dartmouth College September 2013 - June 2014
Edgeworth Economics, L.L.C. January 2014 - March 2014
The Autism Research Foundation January 2013 - July 2013
Skills
Mathematics Education, Mandarin, Teaching, Stata, Analysis, Data Analysis, Leadership, Social Media, Microsoft Office
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, minor in Chinese
Beijing Normal University 2012 — 2012
Chinese Language and Literature
Samantha Withers Samantha Withers's Fidelity Investments Experience April 2015 - Present
Job UX Developer at Fidelity Investments
Industry Internet
Experience
Fidelity Investments April 2015 - Present
Boston Financial Data Services January 2013 - April 2015
Secretary of the Commonwealth of Massachusetts November 2011 - January 2013
Boys and Girls Clubs of America October 2010 - October 2011
Deerfiled Community School January 2011 - May 2011
Manchester High School Central August 2010 - December 2010
WMUR - Channel 9 News Station January 2007 - September 2007
Skills
Adobe Creative Suite, Graphic Design, Social Media, Photoshop, InDesign, Web Design, Web Development, Project Coordination, Email Marketing, Social Media Marketing, Digital Printing, E-commerce, Facebook, Editing
Education
University of New Hampshire 2010 — 2011
Master of Education (M.Ed.), K-12 Education, Honors (Cum Laude)
University of New Hampshire 2007 — 2010
BA, Studio Arts: Digital Arts, Photography, Ceramics, Printmaking, Honors (Cum Laude)
Souhegan 2002 — 2006
Honors
Bennington College
Fidelity Investments April 2015 - Present
Boston Financial Data Services January 2013 - April 2015
Secretary of the Commonwealth of Massachusetts November 2011 - January 2013
Boys and Girls Clubs of America October 2010 - October 2011
Deerfiled Community School January 2011 - May 2011
Manchester High School Central August 2010 - December 2010
WMUR - Channel 9 News Station January 2007 - September 2007
Skills
Adobe Creative Suite, Graphic Design, Social Media, Photoshop, InDesign, Web Design, Web Development, Project Coordination, Email Marketing, Social Media Marketing, Digital Printing, E-commerce, Facebook, Editing
Education
University of New Hampshire 2010 — 2011
Master of Education (M.Ed.), K-12 Education, Honors (Cum Laude)
University of New Hampshire 2007 — 2010
BA, Studio Arts: Digital Arts, Photography, Ceramics, Printmaking, Honors (Cum Laude)
Souhegan 2002 — 2006
Honors
Bennington College
Tony Murphy's Fidelity Investments Experience February 1997 - October 1998
Job Senior Director of IT Head of Global IT
Industry Information Technology and Services
Experience
Stratus Technologies January 2014 - Present
Acme Packet (acquired by Oracle 2013) May 2011 - January 2014
Beantown Solutions June 2007 - May 2011
Starbak Communications (acquired by Gulfstream Media) March 2005 - February 2007
Enpocket (acquired by Nokia 2007) 2007 - 2007
Rulespower October 2002 - March 2005
Trinity College Dublin 2001 - 2002
Arrakis 1998 - 2001
Fidelity Investments February 1997 - October 1998
Tallaght Hospital May 1993 - 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2016
Master of Business Administration (MBA)
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2014
CIO Leadership
Athlone Institute of Technology 1991 — 1992
Computer Science
National University of Ireland, Maynooth 1988 — 1991
Economics and History
Stratus Technologies January 2014 - Present
Acme Packet (acquired by Oracle 2013) May 2011 - January 2014
Beantown Solutions June 2007 - May 2011
Starbak Communications (acquired by Gulfstream Media) March 2005 - February 2007
Enpocket (acquired by Nokia 2007) 2007 - 2007
Rulespower October 2002 - March 2005
Trinity College Dublin 2001 - 2002
Arrakis 1998 - 2001
Fidelity Investments February 1997 - October 1998
Tallaght Hospital May 1993 - 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2016
Master of Business Administration (MBA)
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2014
CIO Leadership
Athlone Institute of Technology 1991 — 1992
Computer Science
National University of Ireland, Maynooth 1988 — 1991
Economics and History
Daniel Gao Daniel Gao's Fidelity Investments Experience April 2013 - Present
Job Senior Director, Strategy & Planning at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Bank of America March 2011 - March 2013
Bank of America September 2010 - February 2011
GE Capital January 2006 - September 2010
FedEx Corp January 2000 - January 2006
Sanofi-Aventis 1999 - 1999
Merck & Company 1998 - 1998
Skills
Segmentation, Analytics, Competitive Analysis, Business Strategy, Cross-functional Team..., Financial Modeling, Product Management, Strategy, Strategic Planning, Customer Experience, Financial Analysis, Customer Analysis, Marketing Strategy, Market Research, Banking, Change Management, Business Analysis, Product Marketing, Competitive Intelligence, Marketing Management, Forecasting, Business Planning, Marketing Analytics, Business Development, Strategic Partnerships
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Beijing International Studies University 1989 — 1993
BA, International Trade & Economics
Fidelity Investments April 2013 - Present
Bank of America March 2011 - March 2013
Bank of America September 2010 - February 2011
GE Capital January 2006 - September 2010
FedEx Corp January 2000 - January 2006
Sanofi-Aventis 1999 - 1999
Merck & Company 1998 - 1998
Skills
Segmentation, Analytics, Competitive Analysis, Business Strategy, Cross-functional Team..., Financial Modeling, Product Management, Strategy, Strategic Planning, Customer Experience, Financial Analysis, Customer Analysis, Marketing Strategy, Market Research, Banking, Change Management, Business Analysis, Product Marketing, Competitive Intelligence, Marketing Management, Forecasting, Business Planning, Marketing Analytics, Business Development, Strategic Partnerships
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Beijing International Studies University 1989 — 1993
BA, International Trade & Economics
Trambak Adhya's Fidelity Investments Experience February 2006 - May 2008
Job Technical Lead at Infosys Technologies Ltd
Industry Information Technology and Services
Experience
Infosys Technologies Ltd October 2010 - Present
Capital One July 2008 - Present
Infosys TechnologiesLtd October 2008 - September 2010
Infosys Technologies Ltd August 2008 - July 2009
Infosys Technologies Ltd August 2005 - August 2008
Fidelity Investments February 2006 - May 2008
Skills
IBM Content Manager..., IBM p8, Content Management, Enterprise Content..., Requirements Analysis, Requirements Gathering, Enterprise Solution..., System Requirements, DB2 9.1, Oracle, Unix Shell Scripting, Core Java, Java Spring, Weblogic, Agile Methodologies, Web Services, JMS, Global Delivery
Education
Bengal Engineering and Science University, Shibpur 2001 — 2005
Bachelor of Engineering, Electrical Engineering
Infosys Technologies Ltd October 2010 - Present
Capital One July 2008 - Present
Infosys TechnologiesLtd October 2008 - September 2010
Infosys Technologies Ltd August 2008 - July 2009
Infosys Technologies Ltd August 2005 - August 2008
Fidelity Investments February 2006 - May 2008
Skills
IBM Content Manager..., IBM p8, Content Management, Enterprise Content..., Requirements Analysis, Requirements Gathering, Enterprise Solution..., System Requirements, DB2 9.1, Oracle, Unix Shell Scripting, Core Java, Java Spring, Weblogic, Agile Methodologies, Web Services, JMS, Global Delivery
Education
Bengal Engineering and Science University, Shibpur 2001 — 2005
Bachelor of Engineering, Electrical Engineering
Alice Bowdoin's Fidelity Investments Experience November 2004 - July 2010
Job Senior Trust Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Personal Trust Co January 2005 - Present
Fidelity Investments November 2004 - July 2010
Fidelity Investments Portfolio Advisory Services January 1998 - January 2005
Fidelity Investments November 2000 - November 2004
Fidelity Investments January 1996 - January 1998
Fidelity Investments Tax Exempt Services Company January 1994 - January 1995
Fidelity Investments Retail Brokerage Group January 1992 - January 1994
Skills
Estate Planning, Trusts, Retirement, Wealth Management..., Wealth Management, Series 7, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Relationship Management, Investment Advisory, Retirement Planning, High Net Worth..., Uniform Combined State..., Banking
Education
Beloit College 1988 — 1992
Bachelor of Arts, Sociology
Westover School 1983 — 1987
Fidelity Personal Trust Co January 2005 - Present
Fidelity Investments November 2004 - July 2010
Fidelity Investments Portfolio Advisory Services January 1998 - January 2005
Fidelity Investments November 2000 - November 2004
Fidelity Investments January 1996 - January 1998
Fidelity Investments Tax Exempt Services Company January 1994 - January 1995
Fidelity Investments Retail Brokerage Group January 1992 - January 1994
Skills
Estate Planning, Trusts, Retirement, Wealth Management..., Wealth Management, Series 7, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Relationship Management, Investment Advisory, Retirement Planning, High Net Worth..., Uniform Combined State..., Banking
Education
Beloit College 1988 — 1992
Bachelor of Arts, Sociology
Westover School 1983 — 1987
John K. MacDonald,Cert Lean SixSigma Green Belt John K. MacDonald,Cert Lean SixSigma Green Belt's Fidelity Investments Experience April 2011 - April 2012
Job Program Manager Senior IT Project Manager at Hatachi Data Systems
Industry Financial Services
Experience
Hatachi Data Systems January 2015 - Present
ComResouces - Hitachi Data Systems March 2014 - Present
JK MacDonald Consulting, Inc. 2005 - Present
Fidelity Investments April 2011 - April 2012
Fidelity Investments August 2007 - December 2007
Fidelity Investments Retirement Services May 2006 - December 2007
Bank Of America January 2005 - February 2006
Genuity Web Hosting Technology Solutions 1999 - 2002
Skills
Business Strategy, Leadership, Financial Risk, Process Improvement, Program Management, Strategy, Agile Methodologies, Business Process..., Business Development, Portfolio Management, Management, Project Management, PMO, Financial Services, Six Sigma, CRM
Education
William George Associates Ltd 2010 — 2010
Certification
Bentley College - Elkin B. McCallum Graduate School of Business
Advanced Certificate
Northeastern University
BSBA
The George Washington University
Masters Certificate In Project Management
Hatachi Data Systems January 2015 - Present
ComResouces - Hitachi Data Systems March 2014 - Present
JK MacDonald Consulting, Inc. 2005 - Present
Fidelity Investments April 2011 - April 2012
Fidelity Investments August 2007 - December 2007
Fidelity Investments Retirement Services May 2006 - December 2007
Bank Of America January 2005 - February 2006
Genuity Web Hosting Technology Solutions 1999 - 2002
Skills
Business Strategy, Leadership, Financial Risk, Process Improvement, Program Management, Strategy, Agile Methodologies, Business Process..., Business Development, Portfolio Management, Management, Project Management, PMO, Financial Services, Six Sigma, CRM
Education
William George Associates Ltd 2010 — 2010
Certification
Bentley College - Elkin B. McCallum Graduate School of Business
Advanced Certificate
Northeastern University
BSBA
The George Washington University
Masters Certificate In Project Management
Jeffrey Strong Jeffrey Strong's Fidelity Investments Experience 2014 - Present
Job Director, Sales Opportunities Delivery at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2009 - 2014
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Interelate, Inc. November 2000 - February 2001
Claim Resolution Technologies, Inc. 1998 - November 2000
Tufts Health Plan 1996 - 1998
Automobile Insurers Bureau of Massachusetts 1993 - 1996
Skills
Direct Marketing, Database Marketing, Strategic Planning, Program Management, Capacity Planning, Financial Services, Strategy, CRM, Business Analysis, Analytics, Project Management, Segmentation, Data Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Business Economics
University of Massachusetts at Lowell
BSBA, Business Administration-Economics
Fidelity Investments 2014 - Present
Fidelity Investments 2009 - 2014
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Interelate, Inc. November 2000 - February 2001
Claim Resolution Technologies, Inc. 1998 - November 2000
Tufts Health Plan 1996 - 1998
Automobile Insurers Bureau of Massachusetts 1993 - 1996
Skills
Direct Marketing, Database Marketing, Strategic Planning, Program Management, Capacity Planning, Financial Services, Strategy, CRM, Business Analysis, Analytics, Project Management, Segmentation, Data Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Business Economics
University of Massachusetts at Lowell
BSBA, Business Administration-Economics
Brian Cusick's Fidelity Investments Experience May 2006 - August 2008
Job Senior Consultant at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte Consulting September 2009 - Present
Capital Q Productions July 2005 - Present
Bentley Service-Learning Center November 2005 - August 2009
Fidelity Investments May 2006 - August 2008
A Touch Of Class DJ's 2006 - 2007
Landscape Solutions May 1999 - August 2004
Skills
Project Management, Data Analysis, SQL, HTML, Dreamweaver, Management, Management Consulting, Recruiting, Business Process..., Business Analysis, Business Process Design, Non-profits, Requirements Analysis, Requirements Gathering, Strategy, Business Process, Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2014
Masters of Business Administration, Information Systems and Technology
Bentley University 2005 — 2009
Bachelor of Science, Computer Information Systems and Liberal Studies; Media Arts & Society
Deloitte Consulting September 2009 - Present
Capital Q Productions July 2005 - Present
Bentley Service-Learning Center November 2005 - August 2009
Fidelity Investments May 2006 - August 2008
A Touch Of Class DJ's 2006 - 2007
Landscape Solutions May 1999 - August 2004
Skills
Project Management, Data Analysis, SQL, HTML, Dreamweaver, Management, Management Consulting, Recruiting, Business Process..., Business Analysis, Business Process Design, Non-profits, Requirements Analysis, Requirements Gathering, Strategy, Business Process, Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2014
Masters of Business Administration, Information Systems and Technology
Bentley University 2005 — 2009
Bachelor of Science, Computer Information Systems and Liberal Studies; Media Arts & Society
Alyssa Julien-Carter's Fidelity Investments Experience January 2012 - July 2014
Job Candidate for Bentley Masters in Human Factors in Information Design Program & UX, QA, Product Design Enthusiast
Industry Information Technology and Services
Experience
The Baupost Group July 2014 - Present
Prepfoleo March 2013 - Present
Fidelity Investments January 2012 - July 2014
Fidelity Investments July 2011 - December 2011
Bank of New York Mellon May 2010 - August 2010
Skills
Quality Assurance, Testing, Quality Center, Project Management, Software Documentation, Analysis, Software Quality..., Microsoft Office, Test Cases, SQL, Windows, Visio, Requirements Analysis, PowerPoint, SDLC, Microsoft Excel, SharePoint, Microsoft Word, UML, Use Case Diagrams, Use Case Analysis, Product Development, Adobe Fireworks, Fixed Income, Fixed Income Technology, Trading Systems, Equity Trading, Android, iOS, Agile Methodologies, Requirements Gathering, User Acceptance Testing, Business Analysis, Systems Analysis, Software Project..., Scrum, Test Planning, Training, MS Project
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Masters in Human Factors in Information Design
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Management Information Systems
The Baupost Group July 2014 - Present
Prepfoleo March 2013 - Present
Fidelity Investments January 2012 - July 2014
Fidelity Investments July 2011 - December 2011
Bank of New York Mellon May 2010 - August 2010
Skills
Quality Assurance, Testing, Quality Center, Project Management, Software Documentation, Analysis, Software Quality..., Microsoft Office, Test Cases, SQL, Windows, Visio, Requirements Analysis, PowerPoint, SDLC, Microsoft Excel, SharePoint, Microsoft Word, UML, Use Case Diagrams, Use Case Analysis, Product Development, Adobe Fireworks, Fixed Income, Fixed Income Technology, Trading Systems, Equity Trading, Android, iOS, Agile Methodologies, Requirements Gathering, User Acceptance Testing, Business Analysis, Systems Analysis, Software Project..., Scrum, Test Planning, Training, MS Project
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Masters in Human Factors in Information Design
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Management Information Systems
Kirstie Jenkins Kirstie Jenkins's Fidelity Investments Experience April 2014 - May 2015
Job Nursing student at NCCU
Industry Hospital & Health Care
Experience
Fidelity Investments April 2014 - May 2015
Skills
PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Event Planning, Public Speaking, Customer Service, Social Media, Facebook, Social Networking, Social Media Marketing, Leadership, Fundraising, Team Leadership, Sports, Public Relations, Marketing, Event Management
Education
Belmont Abbey College 2010 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
California State University-Bakersfield 2008 — 2009
North Carolina Central University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Fidelity Investments April 2014 - May 2015
Skills
PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Event Planning, Public Speaking, Customer Service, Social Media, Facebook, Social Networking, Social Media Marketing, Leadership, Fundraising, Team Leadership, Sports, Public Relations, Marketing, Event Management
Education
Belmont Abbey College 2010 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
California State University-Bakersfield 2008 — 2009
North Carolina Central University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Christopher Tafaro Christopher Tafaro's Fidelity Investments Experience June 2015 - Present
Job Wealth Management Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - June 2015
Booz Allen Hamilton May 2009 - July 2013
United States Marine Corps April 2004 - May 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2017
Master's Degree, Financial Planning
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Finance
Virginia Polytechnic Institute and State University 2000 — 2004
B.A., History, Leadership and Classics
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - June 2015
Booz Allen Hamilton May 2009 - July 2013
United States Marine Corps April 2004 - May 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2017
Master's Degree, Financial Planning
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Finance
Virginia Polytechnic Institute and State University 2000 — 2004
B.A., History, Leadership and Classics
Amit Agarwal Amit Agarwal's Fidelity Investments Experience July 2006 - July 2008
Job Product Manager Ecommerce at Staples.com
Industry Internet
Experience
Staples 2014 - Present
123Greetings.com Inc September 2011 - April 2014
New Balance January 2010 - 2011
The University of Hong Kong/London Business School June 2009 - August 2010
DivideByZero Corporate Solutions April 2008 - June 2009
Fidelity Investments July 2006 - July 2008
Macmet India Pvt Ltd February 2006 - June 2006
Trelisys .Net Pvt Ltd February 2005 - March 2005
Skills
E-commerce Solutions, Magento, Online Marketing, Financial Modeling, Business Planning, Retail, Banking, Business Strategy, E-commerce, Marketing Strategy, Strategic Planning, Online Advertising, Entrepreneurship, Analysis, Sales Management, Program Management, Management, Team Management, Sales, Business Development, SEO, Product Management, Project Management, Strategy, Leadership, Marketing, Agile Methodologies, price comparison engines, Product Feed management, Google Adwords, Google Analytics, CPC Management, Competitive Analysis, Product Development, User Experience, Analytics, Market Research
Education
London Business School 2010 — 2010
Masters in Business Adminstration, Entrepreneurship
The University of Hong Kong 2009 — 2010
MBA, Online content development and marketing, Information Systems, Entrepreneurship, 3.51
Beijing Language and Culture University 2009 — 2009
Certificate, Conversational Chinese
R. V. College of Engineering, Bangalore 2002 — 2006
B.E., Electronics Engineering
Visvesvaraya Technological University 2002 — 2006
B.E, Electronics and Communication Engineering
Staples 2014 - Present
123Greetings.com Inc September 2011 - April 2014
New Balance January 2010 - 2011
The University of Hong Kong/London Business School June 2009 - August 2010
DivideByZero Corporate Solutions April 2008 - June 2009
Fidelity Investments July 2006 - July 2008
Macmet India Pvt Ltd February 2006 - June 2006
Trelisys .Net Pvt Ltd February 2005 - March 2005
Skills
E-commerce Solutions, Magento, Online Marketing, Financial Modeling, Business Planning, Retail, Banking, Business Strategy, E-commerce, Marketing Strategy, Strategic Planning, Online Advertising, Entrepreneurship, Analysis, Sales Management, Program Management, Management, Team Management, Sales, Business Development, SEO, Product Management, Project Management, Strategy, Leadership, Marketing, Agile Methodologies, price comparison engines, Product Feed management, Google Adwords, Google Analytics, CPC Management, Competitive Analysis, Product Development, User Experience, Analytics, Market Research
Education
London Business School 2010 — 2010
Masters in Business Adminstration, Entrepreneurship
The University of Hong Kong 2009 — 2010
MBA, Online content development and marketing, Information Systems, Entrepreneurship, 3.51
Beijing Language and Culture University 2009 — 2009
Certificate, Conversational Chinese
R. V. College of Engineering, Bangalore 2002 — 2006
B.E., Electronics Engineering
Visvesvaraya Technological University 2002 — 2006
B.E, Electronics and Communication Engineering
Shawn Song Shawn Song's Fidelity Investments Experience October 2011 - July 2014
Job Programmer Analyst at Fidelity Investment Canada
Industry Computer Software
Experience
Out of Country July 2014 - June 2015
Fidelity Investments October 2011 - July 2014
VIQ Solutions April 2011 - September 2011
CourtCanada October 2007 - February 2011
Drutt Corporation February 2006 - April 2007
UTStarcom October 2001 - January 2006
Skills
Spring, JavaScript, MySQL, Tomcat, Java Enterprise Edition, Hibernate, Eclipse, XML, Oracle, Web Services, Web Applications
Education
Beihang University 1994 — 1998
Bachelor of Engineering, Aeronautics
Beihang University 1994 — 1998
Bachelor of Science (B.S.), aircraft design
Out of Country July 2014 - June 2015
Fidelity Investments October 2011 - July 2014
VIQ Solutions April 2011 - September 2011
CourtCanada October 2007 - February 2011
Drutt Corporation February 2006 - April 2007
UTStarcom October 2001 - January 2006
Skills
Spring, JavaScript, MySQL, Tomcat, Java Enterprise Edition, Hibernate, Eclipse, XML, Oracle, Web Services, Web Applications
Education
Beihang University 1994 — 1998
Bachelor of Engineering, Aeronautics
Beihang University 1994 — 1998
Bachelor of Science (B.S.), aircraft design
Erika Nicol Erika Nicol's Fidelity Investments Experience March 2007 - January 2010
Job Human Resources at Merrimack Pharmaceuticals
Industry Pharmaceuticals
Experience
Merrimack Pharmaceuticals January 2010 - Present
Fidelity Investments March 2007 - January 2010
Staples, Inc 2004 - 2007
Staples, Inc 2003 - 2004
Arthur Andersen, LLP. 1998 - 2001
Arthur Andersen, LLP. 1998 - 2000
Skills
Human Resources, Organizational..., Talent Management, Leadership Development, Team Development, Employee Relations, Performance Management, Onboarding, Succession Planning, Training, Coaching, Change Management, Instructional Design, 360 Feedback, Recruiting, Personnel Management, Gender Balanced...
Education
Benedictine University 2001 — 2003
MS Management and Organizational Behanvior, Management, Organization Development, Human Resources
Ithaca College 1995 — 1998
BS Organization Communication, Learning, and Design, Communication, Instructional Design, Human Resources
Merrimack Pharmaceuticals January 2010 - Present
Fidelity Investments March 2007 - January 2010
Staples, Inc 2004 - 2007
Staples, Inc 2003 - 2004
Arthur Andersen, LLP. 1998 - 2001
Arthur Andersen, LLP. 1998 - 2000
Skills
Human Resources, Organizational..., Talent Management, Leadership Development, Team Development, Employee Relations, Performance Management, Onboarding, Succession Planning, Training, Coaching, Change Management, Instructional Design, 360 Feedback, Recruiting, Personnel Management, Gender Balanced...
Education
Benedictine University 2001 — 2003
MS Management and Organizational Behanvior, Management, Organization Development, Human Resources
Ithaca College 1995 — 1998
BS Organization Communication, Learning, and Design, Communication, Instructional Design, Human Resources
Tommy Kowalczyk Tommy Kowalczyk's Fidelity Investments Experience March 2004 - May 2006
Job Working as Programmer in Franklin, MA
Industry Design
Experience
EFCO Forms January 2008 - January 2009
Fidelity Investments March 2004 - May 2006
SatCon Power Systems January 2000 - March 2003
Worcester Controls September 1995 - December 1999
Education
Becker College 1994 — 2000
Associate, Mechanical Drafting and Design
Worcester Technical Institute 1991 — 1994
Certificate, Mechanical Drafting and Design
EFCO Forms January 2008 - January 2009
Fidelity Investments March 2004 - May 2006
SatCon Power Systems January 2000 - March 2003
Worcester Controls September 1995 - December 1999
Education
Becker College 1994 — 2000
Associate, Mechanical Drafting and Design
Worcester Technical Institute 1991 — 1994
Certificate, Mechanical Drafting and Design
Emily (Emily O'Hara) DeSimone Emily (Emily O'Hara) DeSimone's Fidelity Investments Experience May 2011 - Present
Job Investment Manager
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MSFP
Stonehill College 2000 — 2004
BS
Fidelity Investments May 2011 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MSFP
Stonehill College 2000 — 2004
BS
Al Rosenbaum Al Rosenbaum's Fidelity Investments Experience December 2008 - January 2013
Job SaaS, SVP Sales and Marketing
Industry Computer Software
Experience
SilverCloud, Inc. November 2014 - Present
AccuRev and Borland Software December 2012 - November 2014
Fidelity Investments December 2008 - January 2013
LogicBay January 2004 - January 2008
Arch Wireless June 2001 - October 2004
InfoImage February 1995 - June 2001
Hewlett-Packard 1990 - 1995
Skills
Sales, Direct Sales, Strategic Partnerships, New Business Development, Account Management, Sales Management, Marketing, Business Development, Marketing Strategy, Salesforce.com, Lead Generation, International Sales, Online Advertising, Marketing Management, Customer Acquisition, Strategic Planning, B2B, Strategic Alliances, Marketing Communications, Product Management, SaaS, Outsourcing Management, IT Outsourcing, Managed Services, Coaching, Sales Operations, Cross-functional Team..., Start-ups, Sales Process, Leadership, Program Management, Email Marketing, Contract Negotiation, Management, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MBA
University of Massachusetts, Amherst 1985 — 1989
Bachelor
SilverCloud, Inc. November 2014 - Present
AccuRev and Borland Software December 2012 - November 2014
Fidelity Investments December 2008 - January 2013
LogicBay January 2004 - January 2008
Arch Wireless June 2001 - October 2004
InfoImage February 1995 - June 2001
Hewlett-Packard 1990 - 1995
Skills
Sales, Direct Sales, Strategic Partnerships, New Business Development, Account Management, Sales Management, Marketing, Business Development, Marketing Strategy, Salesforce.com, Lead Generation, International Sales, Online Advertising, Marketing Management, Customer Acquisition, Strategic Planning, B2B, Strategic Alliances, Marketing Communications, Product Management, SaaS, Outsourcing Management, IT Outsourcing, Managed Services, Coaching, Sales Operations, Cross-functional Team..., Start-ups, Sales Process, Leadership, Program Management, Email Marketing, Contract Negotiation, Management, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MBA
University of Massachusetts, Amherst 1985 — 1989
Bachelor
Patrick Haraden's Fidelity Investments Experience July 2000 - February 2004
Job Area President at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Longfellow Benefits February 2004 - Present
NAIFA-Massachusetts May 2013 - May 2014
NAIFA-Massachusetts June 2010 - May 2014
International Society of Certified Employee Benefits Specialists 2012 - 2014
Greater Boston Chapter of the International Society of Certified Employee Benefit Specialists December 2010 - December 2011
Fidelity Investments July 2000 - February 2004
Hewitt Associates January 1997 - July 2000
Skills
Employee Benefits, Health Care Reform, Negotiation, Self-insured, Health Insurance..., Health Policy, Health Insurance, Insurance, Disability Insurance, Long-term Care, Medicare, Brokers, Managed Care, HIPAA, Co-Op Insurance Plans, Legislation, Regulations, Compliance, Municipal Finance, Strategic Planning, New Business Development, Legislative Testimony, ERISA, PPACA, MEWAs, Multi Employer Plans, Taft-Hartley, Provider Contracting, Captives, Municipalities, Affordable Care Act, Benefits Administration, PPO, Underwriting, Health Savings Accounts, Retirement, Executive Pay, Defined Benefit, Workers Compensation, COBRA, Retirement Planning, Deferred Compensation, Term Life Insurance, Defined Contribution, Employee Wellness, Retirement Plan..., Qualified Retirement..., Financial Services, Long Term Care Insurance, Claim
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA, Taxation
Northeastern University 1985 — 1990
BSBA, Accounting and Management
Longfellow Benefits February 2004 - Present
NAIFA-Massachusetts May 2013 - May 2014
NAIFA-Massachusetts June 2010 - May 2014
International Society of Certified Employee Benefits Specialists 2012 - 2014
Greater Boston Chapter of the International Society of Certified Employee Benefit Specialists December 2010 - December 2011
Fidelity Investments July 2000 - February 2004
Hewitt Associates January 1997 - July 2000
Skills
Employee Benefits, Health Care Reform, Negotiation, Self-insured, Health Insurance..., Health Policy, Health Insurance, Insurance, Disability Insurance, Long-term Care, Medicare, Brokers, Managed Care, HIPAA, Co-Op Insurance Plans, Legislation, Regulations, Compliance, Municipal Finance, Strategic Planning, New Business Development, Legislative Testimony, ERISA, PPACA, MEWAs, Multi Employer Plans, Taft-Hartley, Provider Contracting, Captives, Municipalities, Affordable Care Act, Benefits Administration, PPO, Underwriting, Health Savings Accounts, Retirement, Executive Pay, Defined Benefit, Workers Compensation, COBRA, Retirement Planning, Deferred Compensation, Term Life Insurance, Defined Contribution, Employee Wellness, Retirement Plan..., Qualified Retirement..., Financial Services, Long Term Care Insurance, Claim
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA, Taxation
Northeastern University 1985 — 1990
BSBA, Accounting and Management
Riley Bauer Riley Bauer's Fidelity Investments Experience June 2014 - August 2014
Job Legal Intern at Serling Rooks Hunter McKoy & Worob, LLP and Account Intern at PS Business Management
Industry Financial Services
Experience
Serling Rooks Hunter McKoy & Worob, LLP September 2015 - Present
PS Business Management, LLC September 2015 - Present
Deloitte June 2015 - August 2015
Capitol Christian Music Group August 2014 - May 2015
Belmont University August 2014 - May 2015
Fidelity Investments June 2014 - August 2014
The Hill Firm, PLLC January 2014 - May 2014
Belmont University August 2013 - May 2014
Harvest Market of Hollis May 2013 - August 2013
Hollis Social Library August 2010 - August 2012
Skills
Social Media Marketing, Social Media, Video Production, Music, Music Production, Microsoft Office, Social Networking, Photoshop, Video Editing, Music Industry, Mac, Facebook, Microsoft Word, Creative Writing
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Music Business & Accounting
Hollis Brookline High School 2008 — 2012
Serling Rooks Hunter McKoy & Worob, LLP September 2015 - Present
PS Business Management, LLC September 2015 - Present
Deloitte June 2015 - August 2015
Capitol Christian Music Group August 2014 - May 2015
Belmont University August 2014 - May 2015
Fidelity Investments June 2014 - August 2014
The Hill Firm, PLLC January 2014 - May 2014
Belmont University August 2013 - May 2014
Harvest Market of Hollis May 2013 - August 2013
Hollis Social Library August 2010 - August 2012
Skills
Social Media Marketing, Social Media, Video Production, Music, Music Production, Microsoft Office, Social Networking, Photoshop, Video Editing, Music Industry, Mac, Facebook, Microsoft Word, Creative Writing
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Music Business & Accounting
Hollis Brookline High School 2008 — 2012
Justin Colella Justin Colella's Fidelity Investments Experience May 2014 - Present
Job Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments April 2013 - April 2014
Fidelity Investments June 2012 - April 2013
Saint Anselm College August 2008 - May 2012
Vineyard Vines October 2010 - April 2012
The Boston Company (Bank of New York Mellon) May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Vector Marketing June 2009 - August 2009
Skills
Investments, Social Media, Leadership, Management, Customer Service, Event Management, Event Planning, Sales, Time Management, Analysis, PowerPoint, Teaching, Strategic Planning, Microsoft Word, Customer Satisfaction, Facebook, Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2019
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Anselm College 2008 — 2012
Bachelor of Arts, International Business
St. Johns' Prep 2004 — 2008
Fidelity Investments May 2014 - Present
Fidelity Investments April 2013 - April 2014
Fidelity Investments June 2012 - April 2013
Saint Anselm College August 2008 - May 2012
Vineyard Vines October 2010 - April 2012
The Boston Company (Bank of New York Mellon) May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Vector Marketing June 2009 - August 2009
Skills
Investments, Social Media, Leadership, Management, Customer Service, Event Management, Event Planning, Sales, Time Management, Analysis, PowerPoint, Teaching, Strategic Planning, Microsoft Word, Customer Satisfaction, Facebook, Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2019
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Anselm College 2008 — 2012
Bachelor of Arts, International Business
St. Johns' Prep 2004 — 2008
Ann Marie MacEachern's Fidelity Investments Experience 1995 - 2004
Job Providing Organizations with Interim and Project Based Consulting Needs
Industry Management Consulting
Experience
Management Resources October 2014 - Present
Hunter Hollis May 2012 - September 2014
Sunair Electronics November 2010 - May 2012
Health and Science Solutions May 2009 - May 2012
Butler International January 2007 - June 2009
Ledgent October 2006 - January 2007
Robert Half - Accountemps June 2004 - October 2006
Fidelity Investments 1995 - 2004
MetLife March 1990 - December 1995
Skills
Applicant Tracking..., Talent Acquisition, Full-cycle Recruiting, Staffing Services, Recruiting, Technical Recruiting, Accounting, Healthcare, Engineering, Headhunters, Finance, SDLC, Management, Internet Recruiting, Training, CRM, Temporary Staffing, Payroll, Process Improvement, Performance Management, Benefits Negotiation, Vendor Management, Human Resources, Leadership, Temporary Placement, Contract Recruitment, Sales, Talent Management, Executive Search, College Recruiting, Screening Resumes, Cold Calling, Negotiation, Sourcing, New Business Development, Screening, Strategy, Permanent Placement, Employee Relations, Onboarding, Coaching, Employee Benefits, IT Recruitment, Interviews, Staff Augmentation, PeopleSoft, New Hire Orientations, Recruitment Advertising, HRIS, Hiring
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, Finance
Bentley University 1992 — 1996
BS, Finance
Presentation of Mary Academy
Management Resources October 2014 - Present
Hunter Hollis May 2012 - September 2014
Sunair Electronics November 2010 - May 2012
Health and Science Solutions May 2009 - May 2012
Butler International January 2007 - June 2009
Ledgent October 2006 - January 2007
Robert Half - Accountemps June 2004 - October 2006
Fidelity Investments 1995 - 2004
MetLife March 1990 - December 1995
Skills
Applicant Tracking..., Talent Acquisition, Full-cycle Recruiting, Staffing Services, Recruiting, Technical Recruiting, Accounting, Healthcare, Engineering, Headhunters, Finance, SDLC, Management, Internet Recruiting, Training, CRM, Temporary Staffing, Payroll, Process Improvement, Performance Management, Benefits Negotiation, Vendor Management, Human Resources, Leadership, Temporary Placement, Contract Recruitment, Sales, Talent Management, Executive Search, College Recruiting, Screening Resumes, Cold Calling, Negotiation, Sourcing, New Business Development, Screening, Strategy, Permanent Placement, Employee Relations, Onboarding, Coaching, Employee Benefits, IT Recruitment, Interviews, Staff Augmentation, PeopleSoft, New Hire Orientations, Recruitment Advertising, HRIS, Hiring
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, Finance
Bentley University 1992 — 1996
BS, Finance
Presentation of Mary Academy
Taylor Doney's Fidelity Investments Experience 2013 - 2014
Job Manager at Haleys Wines and Cafe
Industry Wine and Spirits
Experience
La Capoise Galerie September 2015 - Present
Haleys Wines and Market Cafe July 2014 - Present
Atlantic Beer Garden September 2011 - June 2014
Fidelity Investments 2013 - 2014
Skills
Cisco Certified, Cisco Technologies, Research, Photoshop, Social Media, Blogging, Public Speaking, English, Quality Assurance, Customer Service, Cross-functional Team..., Trading Systems, Microsoft, Team Leadership, Teamwork, Leadership, Time Management, Data Entry, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Management, Computer Hardware, Troubleshooting, Social Networking, Windows
Education
Cambridge College 2013 — 2015
Bachelor of Science (BS), Management Information Systems, Business Administration and Management, General
Year Up Boston 2013 — 2014
CISCO, CCENT, Information Technology
Becker College 2006 — 2007
Zoology/Animal Biology
La Capoise Galerie September 2015 - Present
Haleys Wines and Market Cafe July 2014 - Present
Atlantic Beer Garden September 2011 - June 2014
Fidelity Investments 2013 - 2014
Skills
Cisco Certified, Cisco Technologies, Research, Photoshop, Social Media, Blogging, Public Speaking, English, Quality Assurance, Customer Service, Cross-functional Team..., Trading Systems, Microsoft, Team Leadership, Teamwork, Leadership, Time Management, Data Entry, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Management, Computer Hardware, Troubleshooting, Social Networking, Windows
Education
Cambridge College 2013 — 2015
Bachelor of Science (BS), Management Information Systems, Business Administration and Management, General
Year Up Boston 2013 — 2014
CISCO, CCENT, Information Technology
Becker College 2006 — 2007
Zoology/Animal Biology
Betsy Vallone's Fidelity Investments Experience June 2003 - May 2005
Job Investment Advisor at Essential Asset Management, LLC
Industry Financial Services
Experience
Essential Asset Management, LLC June 2015 - Present
The Classy Canine 2011 - Present
Pets Best Insurance Services, LLC 2011 - 2015
HubSpot May 2010 - November 2010
Oracle October 2009 - April 2010
Oracle September 2008 - September 2009
TIAA-CREF May 2005 - August 2008
Fidelity Investments June 2003 - May 2005
Internal Wholesaler May 2001 - May 2003
Fidelity Investments August 2000 - May 2001
Skills
Sales Process, Email Marketing, Strategy, SaaS, Cross-functional Team..., Selling, Marketing, Enterprise Software, Analytics, SEO, CRM, Lead Generation, Consulting, Salesforce.com, Social Media, Online Marketing, Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Masters in Financial Planning
Fairfield University 1994 — 1998
B.A;CFP, Economics; Financial Planning
Essential Asset Management, LLC June 2015 - Present
The Classy Canine 2011 - Present
Pets Best Insurance Services, LLC 2011 - 2015
HubSpot May 2010 - November 2010
Oracle October 2009 - April 2010
Oracle September 2008 - September 2009
TIAA-CREF May 2005 - August 2008
Fidelity Investments June 2003 - May 2005
Internal Wholesaler May 2001 - May 2003
Fidelity Investments August 2000 - May 2001
Skills
Sales Process, Email Marketing, Strategy, SaaS, Cross-functional Team..., Selling, Marketing, Enterprise Software, Analytics, SEO, CRM, Lead Generation, Consulting, Salesforce.com, Social Media, Online Marketing, Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Masters in Financial Planning
Fairfield University 1994 — 1998
B.A;CFP, Economics; Financial Planning
Jim Black Jim Black's Fidelity Investments Experience May 2008 - February 2010
Job Principal/Realtor® at A&M Real Estate Consultants
Industry Real Estate
Experience
Keller Williams Realty January 2010 - Present
Fidelity Investments May 2008 - February 2010
Fidelity Investments December 2006 - May 2008
Intel June 2005 - December 2006
Keller Williams Realty June 2004 - February 2006
Intel Corporation June 1998 - July 2004
Skills
Negotiation, First Time Home Buyers, Short Sales, Real Estate, Foreclosures, Residential Homes, Real Estate Transactions, Investments, Property, Selling, Investment Properties, Relocation, Sellers, Single Family Homes, Condos, Buyer Representation, Investors, Contract Negotiation, Income Properties, Real Property, New Homes, Property Management, Referrals, REO, Sales
Education
Becker College 2007 — 2010
Bachelor's degree, Business Management
Worcester Technical Institue 1996 — 1998
Certificate, Electromechanical Technology
bay path 1992 — 1996
diploma, auto body
Keller Williams Realty January 2010 - Present
Fidelity Investments May 2008 - February 2010
Fidelity Investments December 2006 - May 2008
Intel June 2005 - December 2006
Keller Williams Realty June 2004 - February 2006
Intel Corporation June 1998 - July 2004
Skills
Negotiation, First Time Home Buyers, Short Sales, Real Estate, Foreclosures, Residential Homes, Real Estate Transactions, Investments, Property, Selling, Investment Properties, Relocation, Sellers, Single Family Homes, Condos, Buyer Representation, Investors, Contract Negotiation, Income Properties, Real Property, New Homes, Property Management, Referrals, REO, Sales
Education
Becker College 2007 — 2010
Bachelor's degree, Business Management
Worcester Technical Institue 1996 — 1998
Certificate, Electromechanical Technology
bay path 1992 — 1996
diploma, auto body
James Beaton James Beaton's Fidelity Investments Experience May 2011 - August 2012
Job Dispositions Analyst at Boston Capital
Industry Real Estate
Experience
Boston Capital March 2015 - Present
NAI Hunneman March 2014 - March 2015
Bentley University September 2010 - May 2014
Suffolk Advisors September 2013 - March 2014
Fidelity Investments May 2011 - August 2012
James F. Beaton Construction June 2008 - August 2011
ARAMARK May 2010 - August 2010
Skills
Commercial Real Estate, Real Estate Transactions, Disposition, Valuation, Real Estate, Finance, Microsoft Excel, Market Research, Bloomberg Terminal, Microsoft Office, Brokerage, Lease Negotiations, Tenant Representation, Landlord Representation, Argus Modeling, Factset, Outlook
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master of Science (MS), Finance
Bentley University 2009 — 2013
B.S., Finance; Double Major in Global Perspectives
Universidad Pontificia Comillas 2011 — 2012
ICADE, Finance & Economics
Boston Capital March 2015 - Present
NAI Hunneman March 2014 - March 2015
Bentley University September 2010 - May 2014
Suffolk Advisors September 2013 - March 2014
Fidelity Investments May 2011 - August 2012
James F. Beaton Construction June 2008 - August 2011
ARAMARK May 2010 - August 2010
Skills
Commercial Real Estate, Real Estate Transactions, Disposition, Valuation, Real Estate, Finance, Microsoft Excel, Market Research, Bloomberg Terminal, Microsoft Office, Brokerage, Lease Negotiations, Tenant Representation, Landlord Representation, Argus Modeling, Factset, Outlook
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master of Science (MS), Finance
Bentley University 2009 — 2013
B.S., Finance; Double Major in Global Perspectives
Universidad Pontificia Comillas 2011 — 2012
ICADE, Finance & Economics
Lisa Beane's Fidelity Investments Experience September 1987 - January 1997
Job executive Assistant at Symbotic
Industry Research
David Spurr David Spurr's Fidelity Investments Experience February 1987 - October 1991
Job CSSC Representative at Verizon
Industry Capital Markets
Experience
Verizon January 2013 - Present
Boston Institute of Finance December 2010 - June 2011
Merrill Lynch Global Private Client Group February 2003 - September 2008
Fidelity Private Wealth Management Group September 1999 - February 2003
Coolco Corporation January 1999 - September 1999
Energy North Inc. October 1991 - December 1998
Fidelity Investments February 1987 - October 1991
Fidelity Investments March 1986 - February 1987
Skills
Mutual Funds, Retirement, Investments, Start-ups, Securities, Trading, Series 7, Series 63, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1995
MS, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business Administration
Wakefield High School
Verizon January 2013 - Present
Boston Institute of Finance December 2010 - June 2011
Merrill Lynch Global Private Client Group February 2003 - September 2008
Fidelity Private Wealth Management Group September 1999 - February 2003
Coolco Corporation January 1999 - September 1999
Energy North Inc. October 1991 - December 1998
Fidelity Investments February 1987 - October 1991
Fidelity Investments March 1986 - February 1987
Skills
Mutual Funds, Retirement, Investments, Start-ups, Securities, Trading, Series 7, Series 63, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1995
MS, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business Administration
Wakefield High School
Adam Grenier, CFP®'s Fidelity Investments Experience February 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Tufts University September 2009 - Present
Fidelity Investments June 2011 - February 2014
Fidelity Investments July 2009 - June 2011
Kiva.org September 2008 - December 2008
Fidelity Investments June 2003 - December 2008
Skills
Financial Services, Investments, Finance, Financial Planning, Retirement Planning, Charitable Giving
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Master of Science, Financial Planning
University of Wisconsin-Madison 1999 — 2003
Bachelor of Science, Consumer Science
Fidelity Investments February 2014 - Present
Tufts University September 2009 - Present
Fidelity Investments June 2011 - February 2014
Fidelity Investments July 2009 - June 2011
Kiva.org September 2008 - December 2008
Fidelity Investments June 2003 - December 2008
Skills
Financial Services, Investments, Finance, Financial Planning, Retirement Planning, Charitable Giving
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Master of Science, Financial Planning
University of Wisconsin-Madison 1999 — 2003
Bachelor of Science, Consumer Science
Coral Trivedi's Fidelity Investments Experience July 2011 - April 2014
Job Senior Business Analyst, Technology at DigitasLBi
Industry Information Technology and Services
Experience
DigitasLBi June 2015 - Present
Virtusa June 2014 - June 2015
Fidelity Investments July 2011 - April 2014
Fidelity Investments June 2011 - May 2012
PETER C RUBINGER, CPA February 2011 - May 2011
Massachusetts House Republican Leadership Office May 2010 - August 2010
Office of Congressman Delahunt September 2009 - April 2010
Skills
Morningstar, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Business Objects, Java, SQL, UML, Activity Based Costing, Process Model, Analysis, Process Modeling, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Information Technology, Information Technology
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance and Accounting, Minor in CIS
DigitasLBi June 2015 - Present
Virtusa June 2014 - June 2015
Fidelity Investments July 2011 - April 2014
Fidelity Investments June 2011 - May 2012
PETER C RUBINGER, CPA February 2011 - May 2011
Massachusetts House Republican Leadership Office May 2010 - August 2010
Office of Congressman Delahunt September 2009 - April 2010
Skills
Morningstar, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Business Objects, Java, SQL, UML, Activity Based Costing, Process Model, Analysis, Process Modeling, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Information Technology, Information Technology
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance and Accounting, Minor in CIS
Gail Lustig, CSM, PMP's Fidelity Investments Experience January 2015 - June 2015
Job Agile Coach and Certified Scrum Master
Industry Financial Services
Experience
Fidelity Investments January 2015 - June 2015
Fidelity Investments October 2013 - January 2015
Fidelity Investments December 2009 - October 2013
Fidelity Investments January 2006 - December 2009
Fidelity Investments December 2001 - December 2006
Fidelity Investments June 1998 - December 2001
Arthur D. Little April 1989 - June 1998
Skills
Agile Methodologies, Scrum, SDLC, Software Project..., Business Analysis, Requirements Gathering, Software Development, PMP, Project Portfolio..., IT Strategy, Business Requirements, Program Management, Enterprise Architecture, PMO, Vendor Management, Requirements Analysis, Agile Project Management, Project Management, Integration, Business Process, Process Improvement, Financial Services, Business Intelligence, Business Process..., Data Warehousing, Enterprise Software, Visio, SharePoint, Product Management, Project Delivery, Operational Efficiency, Cross-functional Team..., Systems Analysis, Management, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance, General
Carnegie Mellon University
IM, Accounting and Business/Management
Fidelity Investments January 2015 - June 2015
Fidelity Investments October 2013 - January 2015
Fidelity Investments December 2009 - October 2013
Fidelity Investments January 2006 - December 2009
Fidelity Investments December 2001 - December 2006
Fidelity Investments June 1998 - December 2001
Arthur D. Little April 1989 - June 1998
Skills
Agile Methodologies, Scrum, SDLC, Software Project..., Business Analysis, Requirements Gathering, Software Development, PMP, Project Portfolio..., IT Strategy, Business Requirements, Program Management, Enterprise Architecture, PMO, Vendor Management, Requirements Analysis, Agile Project Management, Project Management, Integration, Business Process, Process Improvement, Financial Services, Business Intelligence, Business Process..., Data Warehousing, Enterprise Software, Visio, SharePoint, Product Management, Project Delivery, Operational Efficiency, Cross-functional Team..., Systems Analysis, Management, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance, General
Carnegie Mellon University
IM, Accounting and Business/Management
Jane Bachmann, CFP®, CIMA® Jane Bachmann, CFP®, CIMA®'s Fidelity Investments Experience July 1993 - December 2009
Job Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank February 2012 - Present
Citi Private Bank February 2012 - Present
The Presidio Group LLC January 2010 - February 2012
Fidelity Investments July 1993 - December 2009
Skills
MBA, Certified Financial..., Certified Investment...
Education
University of North Texas 1988 — 2001
MBA, Finance
Beijing Foreign Studies University 1984 — 1988
BA, English
Citi Private Bank February 2012 - Present
Citi Private Bank February 2012 - Present
The Presidio Group LLC January 2010 - February 2012
Fidelity Investments July 1993 - December 2009
Skills
MBA, Certified Financial..., Certified Investment...
Education
University of North Texas 1988 — 2001
MBA, Finance
Beijing Foreign Studies University 1984 — 1988
BA, English
Bill Mello, PMP Bill Mello, PMP's Fidelity Investments Experience October 2004 - March 2010
Job Process Improvement Advisor at CVS Health
Industry Financial Services
Experience
CVS Health June 2014 - Present
CVS June 2014 - Present
CVS 2014 - 2015
Citizens Bank August 2010 - June 2014
Fidelity Investments October 2004 - March 2010
Fidelity Investments May 2001 - October 2004
Fidelity Investments August 1998 - May 2001
Fidelity Investments February 1997 - August 1998
Fidelity Investments September 1995 - February 1997
American Express October 1991 - September 1995
Skills
Six Sigma, Retirement, Process Improvement, Valuation, Change Management, Business Process..., Management, Business Process, Leadership, Training, Analysis, Finance, Project Management, Lean Manufacturing, Cross-functional Team..., Financial Services, Business Analysis, Risk Management
Education
Bryant University 2012 — 2012
Project Management Certificate
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
University of Massachusetts Lowell
Bachelors, Business - Finance
CVS Health June 2014 - Present
CVS June 2014 - Present
CVS 2014 - 2015
Citizens Bank August 2010 - June 2014
Fidelity Investments October 2004 - March 2010
Fidelity Investments May 2001 - October 2004
Fidelity Investments August 1998 - May 2001
Fidelity Investments February 1997 - August 1998
Fidelity Investments September 1995 - February 1997
American Express October 1991 - September 1995
Skills
Six Sigma, Retirement, Process Improvement, Valuation, Change Management, Business Process..., Management, Business Process, Leadership, Training, Analysis, Finance, Project Management, Lean Manufacturing, Cross-functional Team..., Financial Services, Business Analysis, Risk Management
Education
Bryant University 2012 — 2012
Project Management Certificate
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
University of Massachusetts Lowell
Bachelors, Business - Finance
Ed Zaganjori's Fidelity Investments Experience February 2014 - Present
Job Vice President, Program Management
Industry Marketing and Advertising
Experience
Fidelity Investments February 2014 - Present
Skills
Project Management, SDLC, Business Process..., IT Strategy, Business Process, Process Improvement, PMP, PMO, Leadership, CRM, Master Data Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Master of Science
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Master of Business Administration
The George Washington University - School of Business 2004 — 2004
Master's Certificate
Northeastern University 1996 — 2001
Bachelor of Science
Fidelity Investments February 2014 - Present
Skills
Project Management, SDLC, Business Process..., IT Strategy, Business Process, Process Improvement, PMP, PMO, Leadership, CRM, Master Data Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Master of Science
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Master of Business Administration
The George Washington University - School of Business 2004 — 2004
Master's Certificate
Northeastern University 1996 — 2001
Bachelor of Science
Ismail Ekmekci's Fidelity Investments Experience December 1996 - April 1997
Job Managing Director at State Street
Industry Banking
Experience
State Street December 2008 - Present
State Street July 2007 - December 2008
Investors Bank & Trust January 2002 - July 2007
Investors Bank & Trust June 2000 - January 2002
Investors Bank & Trust April 1997 - June 2000
Fidelity Investments December 1996 - April 1997
Bentley University September 1995 - December 1996
Skills
Mutual Funds, Financial Services, PMO, Financial Risk, Equities, Alternative Investments, Derivatives, Amortization, Program Management, Mergers & Acquisitions, Business Process, Business Strategy, Business Intelligence, Cross-functional Team..., Fixed Income, Change Management, Middle Office, Hedge Funds, Management, SDLC, Business Analysis, Private Equity, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Boston University
MS-Computer Information Systems
Istanbul Technical University 1990 — 1994
BS
Tarsus American School 1983 — 1990
State Street December 2008 - Present
State Street July 2007 - December 2008
Investors Bank & Trust January 2002 - July 2007
Investors Bank & Trust June 2000 - January 2002
Investors Bank & Trust April 1997 - June 2000
Fidelity Investments December 1996 - April 1997
Bentley University September 1995 - December 1996
Skills
Mutual Funds, Financial Services, PMO, Financial Risk, Equities, Alternative Investments, Derivatives, Amortization, Program Management, Mergers & Acquisitions, Business Process, Business Strategy, Business Intelligence, Cross-functional Team..., Fixed Income, Change Management, Middle Office, Hedge Funds, Management, SDLC, Business Analysis, Private Equity, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Boston University
MS-Computer Information Systems
Istanbul Technical University 1990 — 1994
BS
Tarsus American School 1983 — 1990
Nikki Parness's Fidelity Investments Experience March 2006 - Present
Job System Analyst at Fidelity Investments and Student at Bentley College Elkin B. McCallum Graduate School of Business
Industry Financial Services
Experience
Fidelity Investments March 2006 - Present
City of Eugene July 2002 - July 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA
Boston University 1997 — 2001
BA
Fidelity Investments March 2006 - Present
City of Eugene July 2002 - July 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA
Boston University 1997 — 2001
BA
Azilah Baker's Fidelity Investments Experience September 2011 - Present
Job User Experience Research, Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2011 - Present
Kronos June 2011 - August 2011
Bentley University September 2010 - August 2011
Spouses & Partners @ MIT December 2008 - August 2011
Luxury Cravings July 2008 - July 2010
Haggerty School September 2009 - June 2010
Westgate MIT May 2008 - August 2009
UUNET Technologies / Worldcom September 2000 - June 2002
UUNET Technologies / Worldcom July 1998 - August 2000
University of Michigan Shapiro Science Library September 1996 - June 1998
Skills
Information Architecture, Interaction Design, HTML, Photoshop, Data Analysis, User Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Human Factors in Information Design
University of Michigan 1995 — 1997
Bachelor of Arts, Psychology
MARA Institute of Technology (PPP/ITM), Malaysia 1992 — 1995
Certificate, Pre-Psychology
Fidelity Investments September 2011 - Present
Kronos June 2011 - August 2011
Bentley University September 2010 - August 2011
Spouses & Partners @ MIT December 2008 - August 2011
Luxury Cravings July 2008 - July 2010
Haggerty School September 2009 - June 2010
Westgate MIT May 2008 - August 2009
UUNET Technologies / Worldcom September 2000 - June 2002
UUNET Technologies / Worldcom July 1998 - August 2000
University of Michigan Shapiro Science Library September 1996 - June 1998
Skills
Information Architecture, Interaction Design, HTML, Photoshop, Data Analysis, User Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Human Factors in Information Design
University of Michigan 1995 — 1997
Bachelor of Arts, Psychology
MARA Institute of Technology (PPP/ITM), Malaysia 1992 — 1995
Certificate, Pre-Psychology
Dorothy M Shea's Fidelity Investments Experience 2011 - 2014
Job Accomplished Finance and Operations Professional
Industry Financial Services
Experience
Fidelity Investments 2011 - 2014
Fidelity Investments 2009 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Liberty Mutual Insurance 1994 - 1997
Liberty Mutual Insurance 1990 - 1994
Liberty Mutual Insurance 1989 - 1990
Coopers & Lybrand, CPAs 1987 - 1989
Skills
Mutual Funds, Marketing, Financial Modeling, Financial Analysis, Investments, Finance, Strategic Financial..., Analysis, Financial Services, Corporate Finance, Strategy, Analytics, Process Improvement, Forecasting, Business Process..., Accounting, Business Planning, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (M.S.), Accountancy
Regis College
AB, Political Science, History
Fidelity Investments 2011 - 2014
Fidelity Investments 2009 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Liberty Mutual Insurance 1994 - 1997
Liberty Mutual Insurance 1990 - 1994
Liberty Mutual Insurance 1989 - 1990
Coopers & Lybrand, CPAs 1987 - 1989
Skills
Mutual Funds, Marketing, Financial Modeling, Financial Analysis, Investments, Finance, Strategic Financial..., Analysis, Financial Services, Corporate Finance, Strategy, Analytics, Process Improvement, Forecasting, Business Process..., Accounting, Business Planning, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (M.S.), Accountancy
Regis College
AB, Political Science, History
Alexander Deiko, CFA's Fidelity Investments Experience March 2014 - Present
Job Senior Manager Data Strategy, Global Asset Allocation at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments October 2007 - February 2014
Skills
Financial Modeling, Mutual Funds, Portfolio Management, Investments, Bloomberg, Capital Markets, Asset Allocation, Financial Analysis, Equities, Asset Management, Fixed Income, Securities, Financial Services, Strategy
Education
Brandeis International Business School 2005 — 2008
MSF, International Investments
Belarusian State Economic University 1995 — 2000
BBA, International Business
Fidelity Investments March 2014 - Present
Fidelity Investments October 2007 - February 2014
Skills
Financial Modeling, Mutual Funds, Portfolio Management, Investments, Bloomberg, Capital Markets, Asset Allocation, Financial Analysis, Equities, Asset Management, Fixed Income, Securities, Financial Services, Strategy
Education
Brandeis International Business School 2005 — 2008
MSF, International Investments
Belarusian State Economic University 1995 — 2000
BBA, International Business
Susan Cernick's Fidelity Investments Experience September 2010 - January 2011
Job IT Project Manager at State Street
Industry Financial Services
Experience
State Street February 2011 - Present
Olmstead Associates September 2005 - Present
Fidelity Investments September 2010 - January 2011
Janus Capital Group April 2010 - August 2010
Flynn Accounting Solutions May 2005 - February 2010
BNY Mellon October 2009 - December 2009
Western Asset Management September 2005 - April 2009
SunGard 1984 - 2004
Education
Benedictine University 1990 — 1992
MBA, MIS
Loyola University Chicago 1974 — 1979
BS, Psychology & Criminal Justice
State Street February 2011 - Present
Olmstead Associates September 2005 - Present
Fidelity Investments September 2010 - January 2011
Janus Capital Group April 2010 - August 2010
Flynn Accounting Solutions May 2005 - February 2010
BNY Mellon October 2009 - December 2009
Western Asset Management September 2005 - April 2009
SunGard 1984 - 2004
Education
Benedictine University 1990 — 1992
MBA, MIS
Loyola University Chicago 1974 — 1979
BS, Psychology & Criminal Justice
Eric M. Bittel's Fidelity Investments Experience August 2006 - February 2009
Job Director, Platform Strategy and Architecture at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
ING 2009 - February 2011
Fidelity Investments August 2006 - February 2009
American United Life (AUL) July 2005 - August 2006
Scudder / ADP Retirement Services August 2001 - July 2005
Scudder Investments March 2000 - August 2001
Scudder Investments January 1998 - March 2000
Scudder Investments August 1996 - January 1998
KPMG Peat Marwick September 1995 - August 1996
Allmerica Financial July 1994 - September 1995
Skills
Retirement Services, Mutual Funds, 401k, Pensions, Series 6, Retirement, Series 63, Insurance, Client Service, Vendor Management, Process Improvement, Employee Benefits, Strategic Planning, Product Management, Product Development, Call Center, Operations Management, Business Analysis, Relationship Management, Financial Services, Investments, Securities, Defined Benefit, Strategy, Risk Management, SDLC, Series 7, Leadership, Asset Management, Asset Allocation, Retirement Planning, Defined Contribution, Wealth Management, CRM, Portfolio Management, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Management, 3.91/4.0
Valparaiso University 1991 — 1994
Bachelor of Science, Finance
TIAA-CREF February 2011 - Present
ING 2009 - February 2011
Fidelity Investments August 2006 - February 2009
American United Life (AUL) July 2005 - August 2006
Scudder / ADP Retirement Services August 2001 - July 2005
Scudder Investments March 2000 - August 2001
Scudder Investments January 1998 - March 2000
Scudder Investments August 1996 - January 1998
KPMG Peat Marwick September 1995 - August 1996
Allmerica Financial July 1994 - September 1995
Skills
Retirement Services, Mutual Funds, 401k, Pensions, Series 6, Retirement, Series 63, Insurance, Client Service, Vendor Management, Process Improvement, Employee Benefits, Strategic Planning, Product Management, Product Development, Call Center, Operations Management, Business Analysis, Relationship Management, Financial Services, Investments, Securities, Defined Benefit, Strategy, Risk Management, SDLC, Series 7, Leadership, Asset Management, Asset Allocation, Retirement Planning, Defined Contribution, Wealth Management, CRM, Portfolio Management, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Management, 3.91/4.0
Valparaiso University 1991 — 1994
Bachelor of Science, Finance
Barbara Canup's Fidelity Investments Experience 1988 - 1995
Job Consultant at Accretive Solutions
Industry Accounting
Experience
Accretive Solutions November 2014 - Present
Accretive Solutions August 2006 - November 2014
Intel Corp. 1997 - 2006
Quantum Corporation 1995 - 1997
Fidelity Investments 1988 - 1995
Ernst & Young 1981 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MSA, Accountancy
Central Connecticut State University
BS, History
Accretive Solutions November 2014 - Present
Accretive Solutions August 2006 - November 2014
Intel Corp. 1997 - 2006
Quantum Corporation 1995 - 1997
Fidelity Investments 1988 - 1995
Ernst & Young 1981 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MSA, Accountancy
Central Connecticut State University
BS, History
Margaret McClure's Fidelity Investments Experience November 2005 - August 2010
Job Delivery Manager EMC Global Services
Industry Information Technology and Services
Experience
EMC August 2010 - Present
Fidelity Investments November 2005 - August 2010
Fidelity Investments 2005 - 2010
Fidelity National Financial September 2002 - October 2005
Putnam Investments August 1996 - April 2002
Skills
Global Asset Allocation, Microsoft Excel, PowerPoint, Green Belt, Managing Database, Process Improvement, Asset Allocation, Software Documentation, Project Management, Requirements Analysis, Training, Human Resources
Education
Becker College 2006 — 2008
BA, Business Management
Dean College 1984 — 1991
Associates, Marketing
EMC August 2010 - Present
Fidelity Investments November 2005 - August 2010
Fidelity Investments 2005 - 2010
Fidelity National Financial September 2002 - October 2005
Putnam Investments August 1996 - April 2002
Skills
Global Asset Allocation, Microsoft Excel, PowerPoint, Green Belt, Managing Database, Process Improvement, Asset Allocation, Software Documentation, Project Management, Requirements Analysis, Training, Human Resources
Education
Becker College 2006 — 2008
BA, Business Management
Dean College 1984 — 1991
Associates, Marketing
Nicole Pellaton's Fidelity Investments Experience November 1987 - June 1998
Job Website Managing Editor at Phillips Exeter Academy
Industry Writing and Editing
Experience
Phillips Exeter Academy November 2005 - Present
Financial Times, FTMarketWatch.com 2000 - 2003
Fidelity Investments November 1987 - June 1998
Computervision 1984 - 1986
Skills
Content Management, Web Content, Non-profits, Editing, Copy Editing, Copywriting, Facebook, Event Management, Blogging, Social Media, Writing, Proofreading, Journalism
Education
Conferences:
Princeton University
Graduate program, French Literature
Yale University
Graduate program, French Literature
Bryn Mawr College
BA, French Literature
Sorbonne
French Culture
L'Ecole du Louvre
Art History
Bennington College
French, Visual Arts
Phillips Exeter Academy November 2005 - Present
Financial Times, FTMarketWatch.com 2000 - 2003
Fidelity Investments November 1987 - June 1998
Computervision 1984 - 1986
Skills
Content Management, Web Content, Non-profits, Editing, Copy Editing, Copywriting, Facebook, Event Management, Blogging, Social Media, Writing, Proofreading, Journalism
Education
Conferences:
Princeton University
Graduate program, French Literature
Yale University
Graduate program, French Literature
Bryn Mawr College
BA, French Literature
Sorbonne
French Culture
L'Ecole du Louvre
Art History
Bennington College
French, Visual Arts
Jerry Bull's Fidelity Investments Experience Vice PresidentFidelity ECM PayrollJanuary 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice PresidentFidelity ECM PayrollJanuary 2012 - Present
Fidelity HR Services 1997 - Present
Fidelity 1997 - Present
FESCo, a division of Fidelity Investment Services 1997 - Present
Fidelity LPS HR Payroll 1997 - December 2011
Skills
Risk Management, SDLC, Financial Services, Process Improvement, Business Analysis, Vendor Management, Program Management, Oracle, Requirements Analysis, Outsourcing, Software Project..., Requirements Gathering, Oracle HR, Oracle Applications, Oracle E-Business Suite, Business Process..., Agile Methodologies
Education
Beloit College 1982 — 1986
Fidelity Investments Vice PresidentFidelity ECM PayrollJanuary 2012 - Present
Fidelity HR Services 1997 - Present
Fidelity 1997 - Present
FESCo, a division of Fidelity Investment Services 1997 - Present
Fidelity LPS HR Payroll 1997 - December 2011
Skills
Risk Management, SDLC, Financial Services, Process Improvement, Business Analysis, Vendor Management, Program Management, Oracle, Requirements Analysis, Outsourcing, Software Project..., Requirements Gathering, Oracle HR, Oracle Applications, Oracle E-Business Suite, Business Process..., Agile Methodologies
Education
Beloit College 1982 — 1986
Benjamin Selchan's Fidelity Investments Experience January 2005 - May 2008
Job Financial Officer at The Hanover Insurance Group
Industry Financial Services
Experience
The Hanover Insurance Group May 2012 - Present
Liberty Mutual Insurance March 2011 - May 2012
Liberty Mutual Insurance May 2008 - February 2011
Fidelity Investments January 2005 - May 2008
Fidelity Investments March 2004 - January 2005
Fidelity Investments June 2002 - March 2004
Skills
Analysis, Financial Modeling, Strategic Financial..., Financial Analysis, Management, Insurance, Finance, Forecasting, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
2007, MBA concentration in Finance
Bentley University 1998 — 2002
2002, Finance
The Hanover Insurance Group May 2012 - Present
Liberty Mutual Insurance March 2011 - May 2012
Liberty Mutual Insurance May 2008 - February 2011
Fidelity Investments January 2005 - May 2008
Fidelity Investments March 2004 - January 2005
Fidelity Investments June 2002 - March 2004
Skills
Analysis, Financial Modeling, Strategic Financial..., Financial Analysis, Management, Insurance, Finance, Forecasting, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
2007, MBA concentration in Finance
Bentley University 1998 — 2002
2002, Finance
Beth Squires, CPRW, CPCC's Fidelity Investments Experience 2005 - 2007
Job Career Navigator | Career Coach | Job Developer | Avid Reader | Mediocre Tennis Player
Industry Professional Training & Coaching
Experience
Transition Solutions September 2015 - Present
JVS Boston October 2014 - Present
Success Ladders January 2010 - October 2014
Black Rock Staffing Group 2010 - June 2014
Archetype Consulting 2006 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments-National Financial 2002 - 2005
Fidelity Investments Institutional Services Company 1999 - 2001
Fidelity Investments Institutional Services Company 1998 - 1999
Fidelity Investments Institutional Services Company 1996 - 1998
Skills
Human Resources, Recruiting, Resume Writing, Employee Benefits, Strategy, Management, Interviews, Permanent Staffing, Certified Professional..., Screening Resumes, Delivering Results, HR Policies, Career Counseling, Career Development, Training, Leadership, Sales, CRM, Strategic Planning, Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, Marketing
Texas Christian University 1987 — 1990
Bachelor of Science (B.S.), Dietetics and Clinical Nutrition Services
University of San Diego 1985 — 1987
Pre-Medicine/Pre-Medical Studies
Norwood High School 1982 — 1985
High School Diploma
Transition Solutions September 2015 - Present
JVS Boston October 2014 - Present
Success Ladders January 2010 - October 2014
Black Rock Staffing Group 2010 - June 2014
Archetype Consulting 2006 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments-National Financial 2002 - 2005
Fidelity Investments Institutional Services Company 1999 - 2001
Fidelity Investments Institutional Services Company 1998 - 1999
Fidelity Investments Institutional Services Company 1996 - 1998
Skills
Human Resources, Recruiting, Resume Writing, Employee Benefits, Strategy, Management, Interviews, Permanent Staffing, Certified Professional..., Screening Resumes, Delivering Results, HR Policies, Career Counseling, Career Development, Training, Leadership, Sales, CRM, Strategic Planning, Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, Marketing
Texas Christian University 1987 — 1990
Bachelor of Science (B.S.), Dietetics and Clinical Nutrition Services
University of San Diego 1985 — 1987
Pre-Medicine/Pre-Medical Studies
Norwood High School 1982 — 1985
High School Diploma
Jason Collins, CIC's Fidelity Investments Experience 1993 - 1994
Job Producer at Bilz Insurance
Industry Insurance
Experience
Bilz Insurance July 1994 - Present
Fidelity Investments 1993 - 1994
Education
Bellarmine University 1989 — 1999
Bellarmine University 1989 — 1993
bacholers, Interpersonal communications
covington catholic
Bilz Insurance July 1994 - Present
Fidelity Investments 1993 - 1994
Education
Bellarmine University 1989 — 1999
Bellarmine University 1989 — 1993
bacholers, Interpersonal communications
covington catholic
Ann Marcus's Fidelity Investments Experience February 2007 - October 2008
Job Vice President, Broker Dealer Services Project Mgmt Group Leader at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
JPMorgan Chase November 2012 - June 2013
JPMorgan Chase October 2008 - October 2012
Fidelity Investments February 2007 - October 2008
Fidelity Investments, Risk Oversight June 2006 - January 2007
Fidelity Investments, Business Compliance August 2005 - June 2006
Fidelity Investments August 2003 - August 2005
Fidelity Investments July 2001 - August 2003
Fidelity Investments June 1999 - July 2001
Metlife (formerly Bankers Trust Company) March 1999 - June 1999
Skills
Relationship Management, Business Analysis, Project Management, PMO, Program Management, Business Process..., Financial Services, Strategic Planning, Risk Management, Securities, 401k, AML, Cross-functional Team..., Management, Portfolio Management, Process Improvement, Strategy
Education
Clark University 2003 — 2006
MBA, Marketing & Management
Belmont University 1991 — 1993
BBA, Marketing, Business Administration
Nashville State Technical Institute 1988 — 1990
AS, Financial Services Management
BNY Mellon June 2013 - Present
JPMorgan Chase November 2012 - June 2013
JPMorgan Chase October 2008 - October 2012
Fidelity Investments February 2007 - October 2008
Fidelity Investments, Risk Oversight June 2006 - January 2007
Fidelity Investments, Business Compliance August 2005 - June 2006
Fidelity Investments August 2003 - August 2005
Fidelity Investments July 2001 - August 2003
Fidelity Investments June 1999 - July 2001
Metlife (formerly Bankers Trust Company) March 1999 - June 1999
Skills
Relationship Management, Business Analysis, Project Management, PMO, Program Management, Business Process..., Financial Services, Strategic Planning, Risk Management, Securities, 401k, AML, Cross-functional Team..., Management, Portfolio Management, Process Improvement, Strategy
Education
Clark University 2003 — 2006
MBA, Marketing & Management
Belmont University 1991 — 1993
BBA, Marketing, Business Administration
Nashville State Technical Institute 1988 — 1990
AS, Financial Services Management
Lei, Hong's Fidelity Investments Experience November 2005 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
Education
Northeastern University 2001 — 2003
MS, Computer Science
Beijing Institute of Technology 1993 — 1997
Beijing Institute of Technology 1993 — 1997
computer science
Fidelity Investments November 2005 - Present
Education
Northeastern University 2001 — 2003
MS, Computer Science
Beijing Institute of Technology 1993 — 1997
Beijing Institute of Technology 1993 — 1997
computer science
Maharaj Thankam's Fidelity Investments Experience July 2012 - Present
Job Director Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments June 2011 - June 2012
ACI Worldwide October 2006 - June 2011
P&H Solutions January 2004 - September 2006
P&H Solutions February 2002 - December 2003
ChooseEnergy.com September 2000 - January 2002
Software Technology International 1999 - 2000
Skills
Service Oriented..., Java Enterprise Edition, Offshore Resource..., Project Management, Enterprise Architecture, Web Services, Business Services, SOA BPEL, JMS, Software Development, Agile Methodologies, SOA, SOAP, Websphere, Programming, Software Engineering, Spring, Integration, Software Project..., Scrum, SDLC, Unix, WebSphere, SQL, Spring Framework, Requirements Analysis
Education
Bellevue University 2009 — 2011
MBA, Finance
Government College of Engineering, Tamil Nadu, India 1995 — 1999
Bachelor of Engineering, Computer Science
Fidelity Investments July 2012 - Present
Fidelity Investments June 2011 - June 2012
ACI Worldwide October 2006 - June 2011
P&H Solutions January 2004 - September 2006
P&H Solutions February 2002 - December 2003
ChooseEnergy.com September 2000 - January 2002
Software Technology International 1999 - 2000
Skills
Service Oriented..., Java Enterprise Edition, Offshore Resource..., Project Management, Enterprise Architecture, Web Services, Business Services, SOA BPEL, JMS, Software Development, Agile Methodologies, SOA, SOAP, Websphere, Programming, Software Engineering, Spring, Integration, Software Project..., Scrum, SDLC, Unix, WebSphere, SQL, Spring Framework, Requirements Analysis
Education
Bellevue University 2009 — 2011
MBA, Finance
Government College of Engineering, Tamil Nadu, India 1995 — 1999
Bachelor of Engineering, Computer Science
Doug Billings's Fidelity Investments Experience September 1996 - August 1997
Job Director, EBusiness Consulting at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2011 - Present
Boston Financial Data Services April 2006 - January 2011
Quincy College 2003 - 2007
Boston Financial Data Services February 2005 - April 2006
FPPS Management, Inc February 2001 - December 2004
Bentley University 2000 - 2002
Lumapath March 2000 - February 2001
IBM Global Services July 1998 - January 2000
Fidelity Investments September 1996 - August 1997
Skills
Financial Services, Relationship Management, Web Project Management, Practice Management, Consulting, Web Services, Usability, Web Applications, Web Design, Web Development, Social Media, Mobile Applications, Mobile Design, Website Consultation, Mutual Funds, Business Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
MS, Computer Information Systems
Bentley University 1992 — 1996
BS, Accountancy
Boston Financial Data Services January 2011 - Present
Boston Financial Data Services April 2006 - January 2011
Quincy College 2003 - 2007
Boston Financial Data Services February 2005 - April 2006
FPPS Management, Inc February 2001 - December 2004
Bentley University 2000 - 2002
Lumapath March 2000 - February 2001
IBM Global Services July 1998 - January 2000
Fidelity Investments September 1996 - August 1997
Skills
Financial Services, Relationship Management, Web Project Management, Practice Management, Consulting, Web Services, Usability, Web Applications, Web Design, Web Development, Social Media, Mobile Applications, Mobile Design, Website Consultation, Mutual Funds, Business Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
MS, Computer Information Systems
Bentley University 1992 — 1996
BS, Accountancy
Mary Ellen Kilgallon's Fidelity Investments Experience August 2007 - December 2008
Job Substance Abuse Counselor
Industry Financial Services
Experience
Treatment Half way House September 2009 - Present
Fidelity Investments August 2007 - December 2008
Fidelity Investments March 2006 - August 2007
Education
University of Massachusetts Boston 2009 — 2010
Substance Abuse
Becker College
AS, Retail marketing
Treatment Half way House September 2009 - Present
Fidelity Investments August 2007 - December 2008
Fidelity Investments March 2006 - August 2007
Education
University of Massachusetts Boston 2009 — 2010
Substance Abuse
Becker College
AS, Retail marketing
Stephen Corridori's Fidelity Investments Experience May 2004 - April 2011
Job Control Accounting at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Fidelity Investments May 2004 - April 2011
Fidelity Investments August 2000 - May 2004
Skills
Investments, Analysis, Mutual Funds, Risk Management, Financial Services, Relationship Management
Education
Becker College
B.A., Psychology
Fitchburg State University
BNY Mellon August 2011 - Present
Fidelity Investments May 2004 - April 2011
Fidelity Investments August 2000 - May 2004
Skills
Investments, Analysis, Mutual Funds, Risk Management, Financial Services, Relationship Management
Education
Becker College
B.A., Psychology
Fitchburg State University
Sudesh Ojha's Fidelity Investments Experience June 2008 - Present
Job ASSOCIATE SOFTWARE ENGINEER DEVELOPER at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Fidelity Investments December 2006 - December 2007
First Data Resources May 2002 - June 2005
Skills
Unix, linux, Windows Server, oracle, db2, sybase, SQL, Agile Methodologies, ITIL
Education
Bellevue University 1997 — 1999
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Fidelity Investments June 2008 - Present
Fidelity Investments December 2006 - December 2007
First Data Resources May 2002 - June 2005
Skills
Unix, linux, Windows Server, oracle, db2, sybase, SQL, Agile Methodologies, ITIL
Education
Bellevue University 1997 — 1999
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Darlene Spang's Fidelity Investments Experience March 1999 - February 2009
Job Principal Software Engineer/Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1999 - February 2009
UNIFI Communications June 1996 - February 1999
Harper & Shuman, Inc. March 1992 - June 1996
Robert R Keller & Assoc. August 1990 - March 1992
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1999
MSCIS, Computer Information Systems
Southern New Hampshire University 1990 — 1994
MBA, Business
Rivier College 1986 — 1990
BS Accounting, Accounting/Computer Science
Fidelity Investments March 1999 - February 2009
UNIFI Communications June 1996 - February 1999
Harper & Shuman, Inc. March 1992 - June 1996
Robert R Keller & Assoc. August 1990 - March 1992
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1999
MSCIS, Computer Information Systems
Southern New Hampshire University 1990 — 1994
MBA, Business
Rivier College 1986 — 1990
BS Accounting, Accounting/Computer Science
Valerie Dagle's Fidelity Investments Experience October 2006 - July 2007
Job Paralegal at Law Office of William F. Brewin Jr.
Industry Legal Services
Experience
Law Office of William F. Brewin Jr. May 2015 - Present
Alavi & Braza June 2013 - May 2015
Hart Law Offices May 2010 - June 2013
Town of Northborough January 2008 - September 2010
Fidelity Investments October 2006 - July 2007
Fusaro, Altomare & Ermilio 2004 - 2006
Skills
Courts, Management, Process Improvement, Real Estate, Social Media
Education
Becker College 1979 — 1980
AS, Legal
Law Office of William F. Brewin Jr. May 2015 - Present
Alavi & Braza June 2013 - May 2015
Hart Law Offices May 2010 - June 2013
Town of Northborough January 2008 - September 2010
Fidelity Investments October 2006 - July 2007
Fusaro, Altomare & Ermilio 2004 - 2006
Skills
Courts, Management, Process Improvement, Real Estate, Social Media
Education
Becker College 1979 — 1980
AS, Legal
Kim Guertin's Fidelity Investments Experience August 2012 - Present
Job Sr. QA Engineer at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments August 2012 - Present
LeapFrog Systems September 2006 - October 2012
Allmerica Financial April 1999 - August 2006
Allmerica Financial/Hanonver Insurance 1999 - 2005
CGT 1986 - 1998
CGT 1986 - 1998
Consolidated Group 1986 - 1998
Skills
SDLC, Business Requirements, Quality Assurance, Testing, Requirements Analysis, Requirements Gathering, Waterfall, Agile Methodologies, Software Quality..., SQL, Software Project...
Education
Becker College 1993 — 1996
BA, Business Administration
Mount Washington College 1984 — 1985
Travel & Tourism
Grafton High School 1980 — 1984
Fidelity Investments August 2012 - Present
LeapFrog Systems September 2006 - October 2012
Allmerica Financial April 1999 - August 2006
Allmerica Financial/Hanonver Insurance 1999 - 2005
CGT 1986 - 1998
CGT 1986 - 1998
Consolidated Group 1986 - 1998
Skills
SDLC, Business Requirements, Quality Assurance, Testing, Requirements Analysis, Requirements Gathering, Waterfall, Agile Methodologies, Software Quality..., SQL, Software Project...
Education
Becker College 1993 — 1996
BA, Business Administration
Mount Washington College 1984 — 1985
Travel & Tourism
Grafton High School 1980 — 1984
Kristine Melo's Fidelity Investments Experience May 1995 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments May 1995 - February 2009
Skills
SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration, Management Information Systems
Suffolk University - Sawyer Business School
Business Administration, Computer Information Systems and Managements
Fidelity Investments May 1995 - February 2009
Skills
SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration, Management Information Systems
Suffolk University - Sawyer Business School
Business Administration, Computer Information Systems and Managements
Lisa Haggerty's Fidelity Investments Experience July 2009 - August 2014
Job Accounting Manager at Nuance Communications
Industry Accounting
Experience
Nuance Communications May 2012 - Present
Fidelity Investments July 2009 - August 2014
Fidelity Investments November 2005 - July 2009
HarbourVest Partners March 2003 - November 2005
CSC Consulting March 2000 - March 2005
Skills
Accounting, Finance, Financial Analysis, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MBA, Accounting
Bentley University 1998 — 2000
Bachelors, Management
NKHS
Nuance Communications May 2012 - Present
Fidelity Investments July 2009 - August 2014
Fidelity Investments November 2005 - July 2009
HarbourVest Partners March 2003 - November 2005
CSC Consulting March 2000 - March 2005
Skills
Accounting, Finance, Financial Analysis, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MBA, Accounting
Bentley University 1998 — 2000
Bachelors, Management
NKHS
Maureen Burbury's Fidelity Investments Experience 1997 - 2007
Job Quality Analyst at The MathWorks
Industry Computer Software
Experience
The MathWorks December 2006 - Present
Fidelity Investments 1997 - 2007
Unum Provident 1987 - 1997
Skills
Requirements Gathering, Visio, Usability Testing, Business Analysis, Software Quality..., Automated Software..., Agile, SQL, Web Applications
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
Masters, Human Factors in Information Design
Becker College
Associates, Business Administration
Clark University
Bachelors, Communications
The MathWorks December 2006 - Present
Fidelity Investments 1997 - 2007
Unum Provident 1987 - 1997
Skills
Requirements Gathering, Visio, Usability Testing, Business Analysis, Software Quality..., Automated Software..., Agile, SQL, Web Applications
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
Masters, Human Factors in Information Design
Becker College
Associates, Business Administration
Clark University
Bachelors, Communications
Gena Barenholtz's Fidelity Investments Experience 1987 - 1989
Job Senior Tax Accountant
Industry Financial Services
Experience
826 Boston, Inc. 2009 - Present
Jules Place 2009 - Present
HarbourVest Partners, LLC May 2000 - June 2006
Commercial Union Insurance 1989 - 1996
Fidelity Investments 1987 - 1989
Skills
Valuation, Accounting, Private Equity, Mergers, Investments, Financial Modeling, Due Diligence, Financial Reporting, Venture Capital, Partnership Taxation, Tax, Hedge Funds, Financial Analysis, Cash Management, Corporate Finance, Fund Of Funds, Alternative Investments, Asset Managment, Financial Statements, International Tax, Cash Flow
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MST, Taxation
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration, Finance
826 Boston, Inc. 2009 - Present
Jules Place 2009 - Present
HarbourVest Partners, LLC May 2000 - June 2006
Commercial Union Insurance 1989 - 1996
Fidelity Investments 1987 - 1989
Skills
Valuation, Accounting, Private Equity, Mergers, Investments, Financial Modeling, Due Diligence, Financial Reporting, Venture Capital, Partnership Taxation, Tax, Hedge Funds, Financial Analysis, Cash Management, Corporate Finance, Fund Of Funds, Alternative Investments, Asset Managment, Financial Statements, International Tax, Cash Flow
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MST, Taxation
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration, Finance
Chunyu Liu's Fidelity Investments Experience June 2012 - Present
Job Quality Assurance, Test Automation
Industry Information Technology and Services
Experience
Fidelity Investments June 2012 - Present
FileONE October 2010 - June 2012
Scotiabank September 2006 - October 2010
Skills
Testing, Agile Methodologies, Quality Assurance, SQL, Requirements Analysis, C++, SDLC, Management, Software Quality..., Quality Center, Trading Systems, Risk Management, Test Automation, QTP, SoapUI
Education
McMaster University
Master of Business Administration (MBA), Finance
Beijing University of Post and Telecommunications
B.E., Computer Engineering
Fidelity Investments June 2012 - Present
FileONE October 2010 - June 2012
Scotiabank September 2006 - October 2010
Skills
Testing, Agile Methodologies, Quality Assurance, SQL, Requirements Analysis, C++, SDLC, Management, Software Quality..., Quality Center, Trading Systems, Risk Management, Test Automation, QTP, SoapUI
Education
McMaster University
Master of Business Administration (MBA), Finance
Beijing University of Post and Telecommunications
B.E., Computer Engineering
McMullen, Suzanne's Fidelity Investments Experience May 2005 - September 2010
Job Office Manager at Lucky Dog Thrfit Shop
Industry Financial Services
Experience
Lucky Dog Thrfit Shop October 2011 - Present
Fidelity Investments May 2005 - September 2010
Fidelity Investments January 2000 - May 2005
Animal Rescue League of New Hampshire October 1996 - March 1999
Halvorsen & O'Connell, P.C. March 1994 - June 1996
TRAK Microwave February 1989 - August 1993
Cast Metals 1987 - 1989
Teledyne Electro-Mechanisms March 1983 - October 1986
Hammer Hardware 1979 - 1981
Education
University of New Hampshire 2006 — 2006
Small Animal Grooming I
Becker College 1981 — 1982
Associates, Veterinary
Lucky Dog Thrfit Shop October 2011 - Present
Fidelity Investments May 2005 - September 2010
Fidelity Investments January 2000 - May 2005
Animal Rescue League of New Hampshire October 1996 - March 1999
Halvorsen & O'Connell, P.C. March 1994 - June 1996
TRAK Microwave February 1989 - August 1993
Cast Metals 1987 - 1989
Teledyne Electro-Mechanisms March 1983 - October 1986
Hammer Hardware 1979 - 1981
Education
University of New Hampshire 2006 — 2006
Small Animal Grooming I
Becker College 1981 — 1982
Associates, Veterinary
Ray Brock's Fidelity Investments Experience October 2013 - Present
Job Lead Engineer Electrical at Fidelity Investments
Industry Facilities Services
Experience
Fidelity Investments October 2013 - Present
Pegasus Support Services, LLC October 2012 - October 2013
Midwest Central Electrical Service November 2010 - September 2012
The Lund Company May 2010 - November 2010
City of Omaha January 2010 - May 2010
Google January 2008 - May 2009
Verizon Business December 1999 - December 2007
METROPOLITAN UTILITIES DISTRICT October 1969 - August 1999
Skills
Electricians, HVAC, Data Center, Preventive Maintenance, Electronics, Troubleshooting, Facilities Management, Energy Management, Power Generation, Electricity, Inspection, PLC, Security, Energy, Energy Efficiency, Maintenance & Repair, Pumps, Generators, Power Distribution, Boilers, HVAC Controls, SCADA, Construction, Building Automation, Pneumatics, Engineering
Education
Bellevue University
BS, Management
Metropolitan Community College
AAS, Industrial Maintenance
Fidelity Investments October 2013 - Present
Pegasus Support Services, LLC October 2012 - October 2013
Midwest Central Electrical Service November 2010 - September 2012
The Lund Company May 2010 - November 2010
City of Omaha January 2010 - May 2010
Google January 2008 - May 2009
Verizon Business December 1999 - December 2007
METROPOLITAN UTILITIES DISTRICT October 1969 - August 1999
Skills
Electricians, HVAC, Data Center, Preventive Maintenance, Electronics, Troubleshooting, Facilities Management, Energy Management, Power Generation, Electricity, Inspection, PLC, Security, Energy, Energy Efficiency, Maintenance & Repair, Pumps, Generators, Power Distribution, Boilers, HVAC Controls, SCADA, Construction, Building Automation, Pneumatics, Engineering
Education
Bellevue University
BS, Management
Metropolitan Community College
AAS, Industrial Maintenance
Konstantin Pavlovsky's Fidelity Investments Experience September 2000 - Present
Job Consultant at Barclays Capital
Industry Investment Banking
Experience
Fidelity Investments September 2000 - Present
Education
Belarusian State University
B.S., Economics
Fidelity Investments September 2000 - Present
Education
Belarusian State University
B.S., Economics
Hua Solomon's Fidelity Investments Experience May 2011 - Present
Job Senior Test Data Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2011 - Present
Qpay October 2008 - May 2011
TracFone Wireless 2006 - 2008
Skills
QTP (automation), AQT, QA lead, QC10, Software Quality...
Education
Loyola University Chicago 2001 — 2004
MS, Computer Science
Beijing Jiaotong University 1997 — 2000
BS, Computer Science
Fidelity Investments May 2011 - Present
Qpay October 2008 - May 2011
TracFone Wireless 2006 - 2008
Skills
QTP (automation), AQT, QA lead, QC10, Software Quality...
Education
Loyola University Chicago 2001 — 2004
MS, Computer Science
Beijing Jiaotong University 1997 — 2000
BS, Computer Science
Atlanta Lounnarath's Fidelity Investments Experience January 2005 - May 2007
Job Owner/Operator at Frostea Sweets LLC
Industry Restaurants
Experience
Frostea Sweets LLC July 2010 - Present
America's Best Coffee July 2010 - Present
Nam Hung Supermarket June 2004 - Present
AMN June 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Airborne Express September 2002 - June 2004
Advantage Rent-A-Car September 2001 - September 2002
Arlington Youth Services January 2000 - June 2001
Skills
Photoshop, Digital Photography, Portrait Photography, Teaching, University Teaching, Teaching Adults, College Teaching, Interdisciplinary..., Data Entry, Data, Management, Account Management, Management Consulting, Operations Management, Sales Management, Event Management, Program Management, Project Management, Risk Management, Investments, Investment Properties, Investment Advisory, Investment Strategies, Investor Relations, Alternative Investments, Architectural Drawings, Architectural Design, Architecture, Advertising, Advertising Management, Business Strategy, Business Analysis, New Business Development, Business Planning, Business, Small Business, Business Development, Marketing Strategy, Marketing Communications, Market Research, Marketing
Education
Bellevue Community College
Accounting and Business/Management, 3.9
DeVry Institute of Technology
Computer Engineering Technician
Philadelphia College of Textiles and Science
University of Texas at
Frostea Sweets LLC July 2010 - Present
America's Best Coffee July 2010 - Present
Nam Hung Supermarket June 2004 - Present
AMN June 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Airborne Express September 2002 - June 2004
Advantage Rent-A-Car September 2001 - September 2002
Arlington Youth Services January 2000 - June 2001
Skills
Photoshop, Digital Photography, Portrait Photography, Teaching, University Teaching, Teaching Adults, College Teaching, Interdisciplinary..., Data Entry, Data, Management, Account Management, Management Consulting, Operations Management, Sales Management, Event Management, Program Management, Project Management, Risk Management, Investments, Investment Properties, Investment Advisory, Investment Strategies, Investor Relations, Alternative Investments, Architectural Drawings, Architectural Design, Architecture, Advertising, Advertising Management, Business Strategy, Business Analysis, New Business Development, Business Planning, Business, Small Business, Business Development, Marketing Strategy, Marketing Communications, Market Research, Marketing
Education
Bellevue Community College
Accounting and Business/Management, 3.9
DeVry Institute of Technology
Computer Engineering Technician
Philadelphia College of Textiles and Science
University of Texas at
Saumya Mukherjee's Fidelity Investments Experience November 2007 - April 2008
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2014 - Present
Morgan Stanley May 2012 - April 2014
Goldman Sachs 2000 - 2011
Fidelity Investments November 2007 - April 2008
Skills
Data Warehouse..., Business Intelligence, Analytics, Big Data, DB2 UDB, Sybase ASE, Oracle, SQL Server, Teradata, Sybase IQ, ParAccel, Informatica, Business Objects, Crystal Reports, Visual Basic, C++, Unix Shell Scripting, ASP, PowerBuilder, Data Modeling, Data Management, Data Stewardship, High Availability, VLDB, Performance Engineering, Performance Tuning, Data Profiling, Sybase, DB2, PL/SQL, ETL, SDLC, Data Warehousing, Microsoft SQL Server, SOA, Requirements Analysis, Solution Architecture, Master Data Management, Application Architecture, Database Design, Software Project...
Education
Indian Institute of Technology, Kanpur 1998 — 2000
Master of Technology (M.Tech.)
Bengal Engineering and Science University, Shibpur 1994 — 1998
Bachelor of Engineering (B.E.)
Vivekananda Institution 1986 — 1994
Bank of America May 2014 - Present
Morgan Stanley May 2012 - April 2014
Goldman Sachs 2000 - 2011
Fidelity Investments November 2007 - April 2008
Skills
Data Warehouse..., Business Intelligence, Analytics, Big Data, DB2 UDB, Sybase ASE, Oracle, SQL Server, Teradata, Sybase IQ, ParAccel, Informatica, Business Objects, Crystal Reports, Visual Basic, C++, Unix Shell Scripting, ASP, PowerBuilder, Data Modeling, Data Management, Data Stewardship, High Availability, VLDB, Performance Engineering, Performance Tuning, Data Profiling, Sybase, DB2, PL/SQL, ETL, SDLC, Data Warehousing, Microsoft SQL Server, SOA, Requirements Analysis, Solution Architecture, Master Data Management, Application Architecture, Database Design, Software Project...
Education
Indian Institute of Technology, Kanpur 1998 — 2000
Master of Technology (M.Tech.)
Bengal Engineering and Science University, Shibpur 1994 — 1998
Bachelor of Engineering (B.E.)
Vivekananda Institution 1986 — 1994
Matthew Gill, CPP's Fidelity Investments Experience January 1998 - July 2006
Job Payroll Manager @ SS&C Technologies, Inc.
Industry Financial Services
Experience
SS&C Technologies, Inc. April 2008 - Present
C&S Wholesale Grocers July 2006 - April 2008
Fidelity Investments January 1998 - July 2006
Skills
Payroll, Benefits Administration, Deferred Compensation, Human Resources, Organizational..., Outsourcing
Education
Benedictine University 2009 — 2011
M.S., Management and Organizational Behavior
Bridgewater State University 1992 — 1996
B.S., Geology
SS&C Technologies, Inc. April 2008 - Present
C&S Wholesale Grocers July 2006 - April 2008
Fidelity Investments January 1998 - July 2006
Skills
Payroll, Benefits Administration, Deferred Compensation, Human Resources, Organizational..., Outsourcing
Education
Benedictine University 2009 — 2011
M.S., Management and Organizational Behavior
Bridgewater State University 1992 — 1996
B.S., Geology
Timothy Curvan's Fidelity Investments Experience January 2005 - July 2012
Job Financial Planning and Investment Management at Hoover Financial Advisors located in Chester County
Industry Financial Services
Experience
Hoover Financial Advisors November 2012 - Present
Fidelity Investments January 2005 - July 2012
Dreyfus October 1999 - January 2005
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Personal Financial...
Education
Belmont Abbey College 1989 — 1993
Bachelor of Arts (B.A.), Business Administration
Archbishop Carroll High School
Hoover Financial Advisors November 2012 - Present
Fidelity Investments January 2005 - July 2012
Dreyfus October 1999 - January 2005
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Personal Financial...
Education
Belmont Abbey College 1989 — 1993
Bachelor of Arts (B.A.), Business Administration
Archbishop Carroll High School
Timmy Settles's Fidelity Investments Experience November 2011 - Present
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Skills
Sales, Leadership, Marketing, Strategic Planning, Business Analysis, Financial Analysis, Microsoft Word, Investments
Education
Bellevue University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business
Northern Kentucky University 1989 — 1993
Associate's degree, Business Administration and Management, General
Fidelity Investments November 2011 - Present
Skills
Sales, Leadership, Marketing, Strategic Planning, Business Analysis, Financial Analysis, Microsoft Word, Investments
Education
Bellevue University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business
Northern Kentucky University 1989 — 1993
Associate's degree, Business Administration and Management, General
Marie Maneus's Fidelity Investments Experience January 1999 - January 2002
Job
Industry Health, Wellness and Fitness
Experience
Family Health Center January 2014 - Present
Miami Jewish Health Systems January 2011 - January 2013
Family Health Center January 2008 - January 2011
Medical Management Solutions January 2006 - January 2008
U-Mass Memorial Hospital January 2005 - January 2006
Kindred Health Care January 2003 - January 2004
Fidelity Investments January 1999 - January 2002
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building, Project Management, Social Media
Education
AIU 2012 — 2013
Master of Business Administration (MBA), Health Care Management
American InterContinental University
Master of Business Administration, Healthcare Management
Becker College
Bachelor of Science, Business Administration; Management
Quinsigamond College
A.A, Administrative/Office Management
Becker College
Bachelor's degree, Business Administration and Management, General
Worcester Technical Institute
Family Health Center January 2014 - Present
Miami Jewish Health Systems January 2011 - January 2013
Family Health Center January 2008 - January 2011
Medical Management Solutions January 2006 - January 2008
U-Mass Memorial Hospital January 2005 - January 2006
Kindred Health Care January 2003 - January 2004
Fidelity Investments January 1999 - January 2002
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building, Project Management, Social Media
Education
AIU 2012 — 2013
Master of Business Administration (MBA), Health Care Management
American InterContinental University
Master of Business Administration, Healthcare Management
Becker College
Bachelor of Science, Business Administration; Management
Quinsigamond College
A.A, Administrative/Office Management
Becker College
Bachelor's degree, Business Administration and Management, General
Worcester Technical Institute
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank