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
Mark Albertson Mark Albertson's Fidelity Investments Experience July 2013 - Present
Job Estate Planning Specialist/Regional V.P. at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Hanis Irvine Prothero, Attorneys At Law July 2012 - July 2013
Albertson Law Group, P.S. January 1993 - July 2012
Center for Conflict Management January 1990 - December 1993
Snohomish County Prosecuting Attorney January 1988 - November 1990
Skills
Multi-generational..., Estate Planning, Estate Tax Planning, Trusts, Financial and Estate..., Charitable Trusts, General Securities..., Estate Law, Wealth, Wealth Management..., High Net Worth..., Financial Advisory, Wills, Trust Services, Asset Protection, Wealth Management, Financial Planning
Education
St. Mary's University School of Law 1984 — 1987
Juris Doctorate (J.D.), Law
The University of Texas at San Antonio 1979 — 1982
Bachelor of Arts (B.A.), Psychology
Fidelity Investments July 2013 - Present
Hanis Irvine Prothero, Attorneys At Law July 2012 - July 2013
Albertson Law Group, P.S. January 1993 - July 2012
Center for Conflict Management January 1990 - December 1993
Snohomish County Prosecuting Attorney January 1988 - November 1990
Skills
Multi-generational..., Estate Planning, Estate Tax Planning, Trusts, Financial and Estate..., Charitable Trusts, General Securities..., Estate Law, Wealth, Wealth Management..., High Net Worth..., Financial Advisory, Wills, Trust Services, Asset Protection, Wealth Management, Financial Planning
Education
St. Mary's University School of Law 1984 — 1987
Juris Doctorate (J.D.), Law
The University of Texas at San Antonio 1979 — 1982
Bachelor of Arts (B.A.), Psychology
Peter Deutsch Peter Deutsch's Fidelity Investments Experience August 2010 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Oaktree Capital Management July 2006 - July 2008
Goldman Sachs July 2004 - July 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Williams College 2000 — 2004
BA, Economics
Fidelity Investments August 2010 - Present
Oaktree Capital Management July 2006 - July 2008
Goldman Sachs July 2004 - July 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Williams College 2000 — 2004
BA, Economics
Dean McLellan Dean McLellan's Fidelity Investments Experience 1979 - 1980
Job Advisor & Author, Contrarian Walk
Industry Investment Management
Experience
Contrarian Walk 1997 - Present
Cook Investment Counsel 1995 - 1997
A.G. Edwards 1990 - 1995
Merrill Lynch 1980 - 1990
Fidelity Investments 1979 - 1980
Skills
Investments, Strategic Financial..., Strategy, Finance, Mutual Funds, Investment Management, Marketing, Accounting, Investors, Alternative Investments, Asset Management, Customer Service, Investment Strategies, Wealth Management, Asset Allocation
Education
Saint Lawrence University 1974 — 1979
B.A., Economics
University of Vermont 1977 — 1977
visiting student
South Burlington High School 1970 — 1974
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Contrarian Walk 1997 - Present
Cook Investment Counsel 1995 - 1997
A.G. Edwards 1990 - 1995
Merrill Lynch 1980 - 1990
Fidelity Investments 1979 - 1980
Skills
Investments, Strategic Financial..., Strategy, Finance, Mutual Funds, Investment Management, Marketing, Accounting, Investors, Alternative Investments, Asset Management, Customer Service, Investment Strategies, Wealth Management, Asset Allocation
Education
Saint Lawrence University 1974 — 1979
B.A., Economics
University of Vermont 1977 — 1977
visiting student
South Burlington High School 1970 — 1974
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jacob Pruitt Jacob Pruitt's Fidelity Investments Experience 1999 - 2007
Job Vice President Head of Client Administration
Industry Financial Services
Experience
T. Rowe Price February 2014 - Present
The Vanguard Group July 2007 - February 2014
Fidelity Investments 1999 - 2007
Bankers Trust Company September 1992 - January 1999
United States Marine Corps May 1987 - May 1995
Skills
Financial Services, Sales Management, Relationship Management, ETFs, 401k, Strategic Planning, Change Management, Mutual Funds, Operations Management, Business Strategy
Education
Stanford University Graduate School of Business
University of Chicago
Sales Management
Tennessee State University
BS, Political Science\Business
T. Rowe Price February 2014 - Present
The Vanguard Group July 2007 - February 2014
Fidelity Investments 1999 - 2007
Bankers Trust Company September 1992 - January 1999
United States Marine Corps May 1987 - May 1995
Skills
Financial Services, Sales Management, Relationship Management, ETFs, 401k, Strategic Planning, Change Management, Mutual Funds, Operations Management, Business Strategy
Education
Stanford University Graduate School of Business
University of Chicago
Sales Management
Tennessee State University
BS, Political Science\Business
Eric Fracasso Eric Fracasso's Fidelity Investments Experience December 1997 - March 2013
Job Regional Vice President at Invesco US
Industry Financial Services
Experience
Invesco US January 2014 - Present
RS Investments April 2013 - November 2013
Fidelity Investments December 1997 - March 2013
Fidelity Investments December 1996 - November 1997
Fidelity Investments March 1995 - November 1996
Lehman Brothers March 1994 - February 1995
Lehman Brothers March 1993 - March 1994
The Boston Company April 1991 - March 1993
Champion Triangle Corp. May 1990 - April 1991
Skills
Sales, Mutual Funds, 401k, 529 Plans, Variable Annuities, Financial Services, Investment Strategies, Fixed Income, Equities, Investment Management, Asset Allocation, Defined Contribution, Capital Markets, IRAs, Series 7, Series 63
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Invesco US January 2014 - Present
RS Investments April 2013 - November 2013
Fidelity Investments December 1997 - March 2013
Fidelity Investments December 1996 - November 1997
Fidelity Investments March 1995 - November 1996
Lehman Brothers March 1994 - February 1995
Lehman Brothers March 1993 - March 1994
The Boston Company April 1991 - March 1993
Champion Triangle Corp. May 1990 - April 1991
Skills
Sales, Mutual Funds, 401k, 529 Plans, Variable Annuities, Financial Services, Investment Strategies, Fixed Income, Equities, Investment Management, Asset Allocation, Defined Contribution, Capital Markets, IRAs, Series 7, Series 63
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Stephen Hyun Gil Kim Stephen Hyun Gil Kim's Fidelity Investments Experience March 2015 - Present
Job Student at University of Notre Dame
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Notre Dame Student Government March 2014 - Present
Student International Business Council (SIBC) January 2014 - Present
AASSA Leadership Conference 2012 - Present
AWM Global Advisors June 2014 - August 2014
University of Notre Dame 2013 - 2014
Samsung Engineering May 2013 - July 2013
Skills
English, Spanish, PowerPoint, Accounting, Data Analysis, Entrepreneurship, Economics, Financial Analysis, Market Research, Social Media, Statistics, Financial Modeling, Investments, Analysis, Team Leadership, Negotiation, Leadership Development
Education
University of Notre Dame 2013 — 2014
Bachelor of Business Administration (BBA), Bachelor of Science, IT Management
Santa Cruz Cooperative School 2009 — 2013
Stanford University 2012 — 2012
Summer Session
Fidelity Investments March 2015 - Present
Notre Dame Student Government March 2014 - Present
Student International Business Council (SIBC) January 2014 - Present
AASSA Leadership Conference 2012 - Present
AWM Global Advisors June 2014 - August 2014
University of Notre Dame 2013 - 2014
Samsung Engineering May 2013 - July 2013
Skills
English, Spanish, PowerPoint, Accounting, Data Analysis, Entrepreneurship, Economics, Financial Analysis, Market Research, Social Media, Statistics, Financial Modeling, Investments, Analysis, Team Leadership, Negotiation, Leadership Development
Education
University of Notre Dame 2013 — 2014
Bachelor of Business Administration (BBA), Bachelor of Science, IT Management
Santa Cruz Cooperative School 2009 — 2013
Stanford University 2012 — 2012
Summer Session
Kate Wendell Kate Wendell's Fidelity Investments Experience June 2012 - September 2012
Job Associate Product Manager, Growth at Invoice2go
Industry
Experience
Invoice2go September 2015 - Present
Invoice2go October 2014 - June 2015
Evernote June 2014 - September 2014
Stanford Undergraduate Admissions November 2012 - June 2014
Global Health Research Foundation June 2013 - September 2013
Fidelity Investments June 2012 - September 2012
Skills
Design Thinking, Product Development, User-centered Design, Event Planning, Social Media Marketing, Advertising, Java, C++, Microsoft Excel, Spanish, Salesforce.com, Leadership, Quality Assurance, Social Networking
Education
Stanford University 2011 — 2015
Bachelors of Science, Science, Technology and Society
Winchester High School 2007 — 2011
Invoice2go September 2015 - Present
Invoice2go October 2014 - June 2015
Evernote June 2014 - September 2014
Stanford Undergraduate Admissions November 2012 - June 2014
Global Health Research Foundation June 2013 - September 2013
Fidelity Investments June 2012 - September 2012
Skills
Design Thinking, Product Development, User-centered Design, Event Planning, Social Media Marketing, Advertising, Java, C++, Microsoft Excel, Spanish, Salesforce.com, Leadership, Quality Assurance, Social Networking
Education
Stanford University 2011 — 2015
Bachelors of Science, Science, Technology and Society
Winchester High School 2007 — 2011
Sean J. Conti, CRPC's Fidelity Investments Experience January 2010 - August 2013
Job Financial Services Professional
Industry Financial Services
Experience
3266 Partners, LLC. August 2008 - Present
Sowell Management Services December 2014 - May 2015
Actinver Securities February 2014 - November 2014
Fisher Investments August 2013 - January 2014
Fidelity Investments January 2010 - August 2013
Fidelity Investments January 2001 - January 2010
Fidelity Investments January 1999 - January 2001
Fidelity Investments May 1998 - January 1999
American Express August 1996 - May 1998
ClubCorp May 1992 - August 1996
Skills
Mutual Funds, Retirement, 401k, Investments, Financial Services, Retirement Planning, Fixed Annuities, Financial Planning, Series 7, Securities, Series 63, Financial Advisory, Finance, Strategic Financial..., Employee Benefits, Asset Allocation, Estate Planning, Investment Strategies, Defined Contribution, Relationship Management, FINRA, Portfolio Management, Uniform Combined State..., Qualified Retirement..., Defined Benefit, Retirement Plan..., Pensions, Series 6, Modern Portfolio Theory, Series 9/10, Annuities, Consultative Selling, Series 65, Training, Wealth Management, Leadership, Management, Sales, Asset Management, Investment Advisory, Team Building, Team Leadership, Team Management, Team Motivation, Project Management, Client Relations, Client Education, Client Presentation, Sales Operations, Sales Presentations
Education
Tulane University - A.B. Freeman School of Business 2003 — 2004
MBA Certificate, Finance, General, 4.0
Texas Tech University 1987 — 1990
BS, Physical Education
St. Mary's University 1984 — 1987
N/A, Economics
St. Thomas High School, Houston, TX 1980 — 1984
Diploma
3266 Partners, LLC. August 2008 - Present
Sowell Management Services December 2014 - May 2015
Actinver Securities February 2014 - November 2014
Fisher Investments August 2013 - January 2014
Fidelity Investments January 2010 - August 2013
Fidelity Investments January 2001 - January 2010
Fidelity Investments January 1999 - January 2001
Fidelity Investments May 1998 - January 1999
American Express August 1996 - May 1998
ClubCorp May 1992 - August 1996
Skills
Mutual Funds, Retirement, 401k, Investments, Financial Services, Retirement Planning, Fixed Annuities, Financial Planning, Series 7, Securities, Series 63, Financial Advisory, Finance, Strategic Financial..., Employee Benefits, Asset Allocation, Estate Planning, Investment Strategies, Defined Contribution, Relationship Management, FINRA, Portfolio Management, Uniform Combined State..., Qualified Retirement..., Defined Benefit, Retirement Plan..., Pensions, Series 6, Modern Portfolio Theory, Series 9/10, Annuities, Consultative Selling, Series 65, Training, Wealth Management, Leadership, Management, Sales, Asset Management, Investment Advisory, Team Building, Team Leadership, Team Management, Team Motivation, Project Management, Client Relations, Client Education, Client Presentation, Sales Operations, Sales Presentations
Education
Tulane University - A.B. Freeman School of Business 2003 — 2004
MBA Certificate, Finance, General, 4.0
Texas Tech University 1987 — 1990
BS, Physical Education
St. Mary's University 1984 — 1987
N/A, Economics
St. Thomas High School, Houston, TX 1980 — 1984
Diploma
Bill Neu Bill Neu's Fidelity Investments Experience January 2013 - Present
Job Sr Project MGR Systems Srvc & Support
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments January 2007 - December 2012
Fidelity Investments December 1997 - January 2007
Skills
MVS, JCL, Requirements Analysis, SDLC, Visio, Intertest, TSO, Endeavor, Software Project..., SDSF, IBM Mainframe, COBOL, CICS, VSAM, Business Analysis, Systems Analysis, Mainframe, ISPF, IBM Utilities, Easytrieve, DB2, Fileaid, z/OS, Vendor Management, Control-M, REXX, SPUFI
Education
State University of New York College at Brockport 1990 — 1992
Fidelity Investments January 2013 - Present
Fidelity Investments January 2007 - December 2012
Fidelity Investments December 1997 - January 2007
Skills
MVS, JCL, Requirements Analysis, SDLC, Visio, Intertest, TSO, Endeavor, Software Project..., SDSF, IBM Mainframe, COBOL, CICS, VSAM, Business Analysis, Systems Analysis, Mainframe, ISPF, IBM Utilities, Easytrieve, DB2, Fileaid, z/OS, Vendor Management, Control-M, REXX, SPUFI
Education
State University of New York College at Brockport 1990 — 1992
Victor Young Victor Young's Fidelity Investments Experience September 1999 - May 2003
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
RBC Wealth Management April 2005 - May 2014
Fidelity Investments September 1999 - May 2003
Education
St. Petersburg College 2013 — 2016
Associate of Arts (A.A.), International Business and Economics
Ameriprise Financial Services, Inc. November 2014 - Present
RBC Wealth Management April 2005 - May 2014
Fidelity Investments September 1999 - May 2003
Education
St. Petersburg College 2013 — 2016
Associate of Arts (A.A.), International Business and Economics
Leroy Fernandes's Fidelity Investments Experience November 2012 - February 2013
Job Senior Web Application Developer at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase January 2014 - Present
Freelancers Union March 2013 - January 2014
Fidelity Investments November 2012 - February 2013
MphasiS - an HP Company April 2010 - November 2012
Infosys Technologies Ltd September 2008 - April 2010
Skills
Front-end Engineering, Agile Web Development, JavaScript, jQuery, HTML 5, CSS3, Designing, Web Design, Photoshop, Adobe Creative Suite, Web Development, Web Applications, CSS, User Experience
Education
St. Francis Institute of Technology 2004 — 2008
B.E., Computers
St. Xavier's College 2002 — 2004
FYJC, SYJC, Science w/ Geology
St. Anne's High School 1992 — 2002
JPMorgan Chase January 2014 - Present
Freelancers Union March 2013 - January 2014
Fidelity Investments November 2012 - February 2013
MphasiS - an HP Company April 2010 - November 2012
Infosys Technologies Ltd September 2008 - April 2010
Skills
Front-end Engineering, Agile Web Development, JavaScript, jQuery, HTML 5, CSS3, Designing, Web Design, Photoshop, Adobe Creative Suite, Web Development, Web Applications, CSS, User Experience
Education
St. Francis Institute of Technology 2004 — 2008
B.E., Computers
St. Xavier's College 2002 — 2004
FYJC, SYJC, Science w/ Geology
St. Anne's High School 1992 — 2002
Ken Romans Ken Romans's Fidelity Investments Experience July 2009 - December 2009
Job Director, Enterprise IT Infrastructure Operations at Raytheon
Industry Information Technology and Services
Experience
Raytheon April 2012 - Present
Fidelity Investments July 2009 - December 2009
Fidelity Investments February 2009 - June 2009
Fidelity Investments November 2005 - February 2009
Fidelity Investments August 2001 - October 2005
Fidelity Investments January 1997 - August 2001
Fidelity Investments May 1992 - December 1996
TRW Information Services Group January 1989 - May 1992
TRW Information Services Group December 1986 - January 1989
TRW Credit Data February 1983 - December 1986
Skills
Leadership, Data Center, Vendor Management, Program Management, Performance Management, Financial Services, Technical Writing, Business Analysis, Outsourcing, Disaster Recovery, Information Technology, Enterprise Architecture, Executive Management, Business Process, IT Management, Change Management, Project Management, Cloud Computing, IT Strategy, Management, Process Improvement, SDLC
Education
Stanford University 1969 — 1973
B.S.
Raytheon April 2012 - Present
Fidelity Investments July 2009 - December 2009
Fidelity Investments February 2009 - June 2009
Fidelity Investments November 2005 - February 2009
Fidelity Investments August 2001 - October 2005
Fidelity Investments January 1997 - August 2001
Fidelity Investments May 1992 - December 1996
TRW Information Services Group January 1989 - May 1992
TRW Information Services Group December 1986 - January 1989
TRW Credit Data February 1983 - December 1986
Skills
Leadership, Data Center, Vendor Management, Program Management, Performance Management, Financial Services, Technical Writing, Business Analysis, Outsourcing, Disaster Recovery, Information Technology, Enterprise Architecture, Executive Management, Business Process, IT Management, Change Management, Project Management, Cloud Computing, IT Strategy, Management, Process Improvement, SDLC
Education
Stanford University 1969 — 1973
B.S.
David Eiswert's Fidelity Investments Experience 2000 - 2002
Job VP Portfolio Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price October 2012 - Present
T. Rowe Price August 2008 - June 2012
T. Rowe Price 2003 - July 2008
Mellon Growth Advisors (The Boston Company) February 2002 - May 2003
Fidelity Investments 2000 - 2002
Skills
Business Analysis, Financial Analysis, Investments, Portfolio Management, Equities, Asset Management
Education
University of Maryland College Park 1997 — 1998
MA
St. Mary's College of Maryland 1992 — 1994
Bachelor of Arts
T. Rowe Price October 2012 - Present
T. Rowe Price August 2008 - June 2012
T. Rowe Price 2003 - July 2008
Mellon Growth Advisors (The Boston Company) February 2002 - May 2003
Fidelity Investments 2000 - 2002
Skills
Business Analysis, Financial Analysis, Investments, Portfolio Management, Equities, Asset Management
Education
University of Maryland College Park 1997 — 1998
MA
St. Mary's College of Maryland 1992 — 1994
Bachelor of Arts
Jane (Liou) Li's Fidelity Investments Experience August 2004 - January 2009
Job Partner, Monarch Partners
Industry Investment Management
Experience
Monarch Partners February 2010 - Present
Fidelity Investments August 2004 - January 2009
Brandes Investment Partners June 2003 - August 2003
SPO Partners July 1999 - July 2002
Goldman Sachs August 1997 - July 1999
Parnassus Investments October 1996 - January 1997
Skills
Equity Research, Valuation, Financial Modeling, Portfolio Management, Investments, Equities, Private Equity, Due Diligence, Mergers & Acquisitions, Mutual Funds, Financial Analysis, Finance, Strategy, Financial Advisory, Analysis, IPO, Hedge Funds, Bloomberg, Alternative Investments
Education
Stanford Graduate School of Business 2002 — 2004
MBA, Business
U.C. Berkeley 1993 — 1997
BS, Business Administration
Monarch Partners February 2010 - Present
Fidelity Investments August 2004 - January 2009
Brandes Investment Partners June 2003 - August 2003
SPO Partners July 1999 - July 2002
Goldman Sachs August 1997 - July 1999
Parnassus Investments October 1996 - January 1997
Skills
Equity Research, Valuation, Financial Modeling, Portfolio Management, Investments, Equities, Private Equity, Due Diligence, Mergers & Acquisitions, Mutual Funds, Financial Analysis, Finance, Strategy, Financial Advisory, Analysis, IPO, Hedge Funds, Bloomberg, Alternative Investments
Education
Stanford Graduate School of Business 2002 — 2004
MBA, Business
U.C. Berkeley 1993 — 1997
BS, Business Administration
Joseph Lussier Joseph Lussier's Fidelity Investments Experience January 1997 - February 2012
Job Wealth Manager at Creative Planning, Inc
Industry Financial Services
Experience
Creative Planning Inc. February 2012 - Present
Fidelity Investments January 1997 - February 2012
Education
SUNY New Paltz 1990 — 1992
BS, MANAGEMENT
Creative Planning Inc. February 2012 - Present
Fidelity Investments January 1997 - February 2012
Education
SUNY New Paltz 1990 — 1992
BS, MANAGEMENT
Donald Place Donald Place's Fidelity Investments Experience October 1989 - Present
Job Director of Software Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1989 - Present
Education
State University of New York College at Fredonia
Fidelity Investments October 1989 - Present
Education
State University of New York College at Fredonia
Zackalyn Gray Zackalyn Gray's Fidelity Investments Experience January 2015 - Present
Job Technology Risk Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
Ocwen Financial Corporation May 2006 - December 2014
GMAC ResCap August 2004 - May 2006
CitiMortgage 2003 - 2004
Blockbuster Entertainment November 2000 - February 2003
Buxton November 1999 - November 2000
Education
St. Mary's University 1996 — 1998
BA, Computer Science/Applied Systems
North Central Texas College 1994 — 1996
Associates of Science Degree
Fidelity Investments January 2015 - Present
Ocwen Financial Corporation May 2006 - December 2014
GMAC ResCap August 2004 - May 2006
CitiMortgage 2003 - 2004
Blockbuster Entertainment November 2000 - February 2003
Buxton November 1999 - November 2000
Education
St. Mary's University 1996 — 1998
BA, Computer Science/Applied Systems
North Central Texas College 1994 — 1996
Associates of Science Degree
Lauren (Gloede) Truesdale's Fidelity Investments Experience November 2014 - Present
Job Director, Customer Segment Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments August 2012 - November 2014
XacBank June 2011 - September 2011
State Street Bank February 2011 - May 2011
Bernstein Global Wealth Management June 2007 - August 2010
RJ Ahmann Company September 2004 - November 2006
Skills
FINRA Series 7, FINRA Series 63, Market Analysis, Market Research, Risk Management, International Business, International Relations, Emerging Markets, Proposal Writing, Financial Modeling, Team Leadership, Training & Development, Staff Training, Leadership, Analysis, Series 7, CRM, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of International Business, Global Financial Services and International Consultancy
St. Olaf College 2000 — 2004
BA, Economics & English Literature, Management Studies
William Fremd High School
Fidelity Investments November 2014 - Present
Fidelity Investments August 2012 - November 2014
XacBank June 2011 - September 2011
State Street Bank February 2011 - May 2011
Bernstein Global Wealth Management June 2007 - August 2010
RJ Ahmann Company September 2004 - November 2006
Skills
FINRA Series 7, FINRA Series 63, Market Analysis, Market Research, Risk Management, International Business, International Relations, Emerging Markets, Proposal Writing, Financial Modeling, Team Leadership, Training & Development, Staff Training, Leadership, Analysis, Series 7, CRM, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of International Business, Global Financial Services and International Consultancy
St. Olaf College 2000 — 2004
BA, Economics & English Literature, Management Studies
William Fremd High School
Chris Dunfey's Fidelity Investments Experience March 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Scottrade May 2013 - October 2014
Scottrade August 2011 - May 2013
PS&E LLC Plan to Prosper February 2008 - May 2011
PS&E LLC Plan to Prosper January 2005 - May 2011
PS&E LLC Plan to Prosper February 2003 - January 2007
Wachovia Securities March 2000 - February 2003
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Financial Planning, Wealth Management, Personal Financial..., Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement Planning, Retirement Income..., Investments, Financial Advisory, Management, Leadership, Life Insurance, Notary Public, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bonds, Options, Trading, Relationship Management, Asset Management, 401k, FINRA, Investment Advisory, Retirement, Securities, Insurance, Financial Services, Mutual Funds, Stocks, Options Strategies, Roth IRA, IRAs, Finance, ETFs, Technical Analysis, 401k Rollovers, Wealth Accumulation
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business
Fairport
Fidelity Investments March 2015 - Present
Scottrade May 2013 - October 2014
Scottrade August 2011 - May 2013
PS&E LLC Plan to Prosper February 2008 - May 2011
PS&E LLC Plan to Prosper January 2005 - May 2011
PS&E LLC Plan to Prosper February 2003 - January 2007
Wachovia Securities March 2000 - February 2003
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Financial Planning, Wealth Management, Personal Financial..., Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement Planning, Retirement Income..., Investments, Financial Advisory, Management, Leadership, Life Insurance, Notary Public, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bonds, Options, Trading, Relationship Management, Asset Management, 401k, FINRA, Investment Advisory, Retirement, Securities, Insurance, Financial Services, Mutual Funds, Stocks, Options Strategies, Roth IRA, IRAs, Finance, ETFs, Technical Analysis, 401k Rollovers, Wealth Accumulation
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business
Fairport
Anthony Lipsey Anthony Lipsey's Fidelity Investments Experience September 2015 - Present
Job Learning Advisor at Fidelity Investments
Industry Professional Training & Coaching
Experience
Fidelity Investments September 2015 - Present
FTS International October 2011 - August 2015
Saxon Mortgage Services Inc October 2006 - October 2011
Capital One Auto Finance June 2006 - October 2006
EMC Mortgage Corporation April 2002 - June 2006
Skills
Microsoft Dynamics AX..., Microsoft Office, Adobe Captivate, Lectora, Adobe Creative Suite, Instructional Design, Training & Development, Technical Training, Employee Training, Visio, Software Documentation, Loss Mitigation, Analysis, Workshop Facilitation, Training, Coaching, Quality Assurance, Captivate, E-Learning, Needs Analysis, Instructor-led Training, Training Delivery, Program Management, Management, Leadership, Technical Writing, Performance Improvement, Process Improvement, Call Centers, Call Center, SharePoint, Human Resources, Talent Acquisition, Recruiting, Performance Management, Onboarding, Talent Management, Leadership Development, Vendor Management, Consulting, Organizational..., Employee Relations, Change Management, Interviews, Team Leadership, Business Process..., PeopleSoft, Customer Service, Business Analysis, CRM
Education
St. Petersburg College 1997 — 1998
Business
North Lake College
Fidelity Investments September 2015 - Present
FTS International October 2011 - August 2015
Saxon Mortgage Services Inc October 2006 - October 2011
Capital One Auto Finance June 2006 - October 2006
EMC Mortgage Corporation April 2002 - June 2006
Skills
Microsoft Dynamics AX..., Microsoft Office, Adobe Captivate, Lectora, Adobe Creative Suite, Instructional Design, Training & Development, Technical Training, Employee Training, Visio, Software Documentation, Loss Mitigation, Analysis, Workshop Facilitation, Training, Coaching, Quality Assurance, Captivate, E-Learning, Needs Analysis, Instructor-led Training, Training Delivery, Program Management, Management, Leadership, Technical Writing, Performance Improvement, Process Improvement, Call Centers, Call Center, SharePoint, Human Resources, Talent Acquisition, Recruiting, Performance Management, Onboarding, Talent Management, Leadership Development, Vendor Management, Consulting, Organizational..., Employee Relations, Change Management, Interviews, Team Leadership, Business Process..., PeopleSoft, Customer Service, Business Analysis, CRM
Education
St. Petersburg College 1997 — 1998
Business
North Lake College
Ilana Orloff's Fidelity Investments Experience 2010 - April 2015
Job MBA candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
Close Concerns April 2015 - June 2015
Fidelity Investments 2010 - April 2015
JP Morgan Chase June 2009 - August 2009
Wellesley College February 2009 - May 2009
Skills
Equity Research, Investments, Economics, Bloomberg, Leadership, Financial Modeling, Equities, Finance, Research, Analysis, Capital Markets
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Wellesley College 2006 — 2010
Bachelor's Degree, Major in Economics, Minor in Mathematics
Close Concerns April 2015 - June 2015
Fidelity Investments 2010 - April 2015
JP Morgan Chase June 2009 - August 2009
Wellesley College February 2009 - May 2009
Skills
Equity Research, Investments, Economics, Bloomberg, Leadership, Financial Modeling, Equities, Finance, Research, Analysis, Capital Markets
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Wellesley College 2006 — 2010
Bachelor's Degree, Major in Economics, Minor in Mathematics
Timothy Jacoby's Fidelity Investments Experience September 1990 - September 1996
Job Independent Director and Audit Committee Chair
Industry Financial Services
Experience
Exchange Traded Concepts Trust and Trust II June 2014 - Present
Deloitte & Touche September 2000 - May 2014
Liberty Financal September 1996 - April 2000
Fidelity Investments September 1990 - September 1996
Ernst & Young September 1975 - May 1990
Skills
Asset Managment, Hedge Funds, Investments, Financial Services, Mutual Funds, Finance, Financial Analysis, Due Diligence, Equities, Risk Management, Alternative Investments, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1972 — 1975
MBA, Accounting
Exchange Traded Concepts Trust and Trust II June 2014 - Present
Deloitte & Touche September 2000 - May 2014
Liberty Financal September 1996 - April 2000
Fidelity Investments September 1990 - September 1996
Ernst & Young September 1975 - May 1990
Skills
Asset Managment, Hedge Funds, Investments, Financial Services, Mutual Funds, Finance, Financial Analysis, Due Diligence, Equities, Risk Management, Alternative Investments, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1972 — 1975
MBA, Accounting
Kathleen Quigley Kathleen Quigley's Fidelity Investments Experience 2003 - 2009
Job Data Conversion Manager at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt February 2012 - Present
Lenovo June 2010 - February 2012
Fidelity Investments 2003 - 2009
Walker Interactive Systems, Inc. 1992 - 2002
Automatic Data Processing 1988 - 1991
Skills
Business Analysis, Software Project..., Project Implementation, Account Management, Data Management, System Design
Education
State University of New York College at Fredonia 1974 — 1978
Bachelors of Business Admin - Accouting, Accounting
Aon Hewitt February 2012 - Present
Lenovo June 2010 - February 2012
Fidelity Investments 2003 - 2009
Walker Interactive Systems, Inc. 1992 - 2002
Automatic Data Processing 1988 - 1991
Skills
Business Analysis, Software Project..., Project Implementation, Account Management, Data Management, System Design
Education
State University of New York College at Fredonia 1974 — 1978
Bachelors of Business Admin - Accouting, Accounting
Craig Leach Craig Leach's Fidelity Investments Experience April 2013 - August 2013
Job Sales Representative at Nasuni
Industry Information Technology and Services
Experience
Nasuni July 2015 - Present
Continuum Managed Services, LLC June 2014 - July 2015
Pioneer Investments August 2013 - May 2014
Fidelity Investments April 2013 - August 2013
Fidelity Investments August 2012 - April 2013
St. Lawrence University August 2008 - August 2012
Skills
Economics, Investments, Portfolio Management, Asset Management, Finance, Equities, Microsoft Word, Mutual Funds, Teamwork, Sales, Securities, Financial Analysis, Public Speaking, Fundraising, Time Management
Education
Saint Lawrence University 2008 — 2012
Bachelors, Economics
Holderness School 2004 — 2008
Nasuni July 2015 - Present
Continuum Managed Services, LLC June 2014 - July 2015
Pioneer Investments August 2013 - May 2014
Fidelity Investments April 2013 - August 2013
Fidelity Investments August 2012 - April 2013
St. Lawrence University August 2008 - August 2012
Skills
Economics, Investments, Portfolio Management, Asset Management, Finance, Equities, Microsoft Word, Mutual Funds, Teamwork, Sales, Securities, Financial Analysis, Public Speaking, Fundraising, Time Management
Education
Saint Lawrence University 2008 — 2012
Bachelors, Economics
Holderness School 2004 — 2008
Lisa Haddon Lisa Haddon's Fidelity Investments Experience June 2008 - February 2009
Job Operations Business Analyst II at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase February 2011 - Present
1st Global October 2009 - September 2010
Fidelity Investments June 2008 - February 2009
Fidelity Investments December 2007 - June 2008
Fidelity Investments March 2007 - December 2007
Countrywide Financial Corporation March 2005 - March 2007
Skills
Training, Process Improvement, Policy, Auditing, Analysis, Accounting, Business Process, Management, Customer Service, Cross-functional Team..., Team Building, Financial Services, Strategic Planning
Education
St. Louis Community College 1981 — 1985
Associates, Fashion Merchandising / Business
JP Morgan Chase February 2011 - Present
1st Global October 2009 - September 2010
Fidelity Investments June 2008 - February 2009
Fidelity Investments December 2007 - June 2008
Fidelity Investments March 2007 - December 2007
Countrywide Financial Corporation March 2005 - March 2007
Skills
Training, Process Improvement, Policy, Auditing, Analysis, Accounting, Business Process, Management, Customer Service, Cross-functional Team..., Team Building, Financial Services, Strategic Planning
Education
St. Louis Community College 1981 — 1985
Associates, Fashion Merchandising / Business
David C. Tyrie David C. Tyrie's Fidelity Investments Experience February 1993 - February 1999
Job Bank of America Consumer Products
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America Merrill Lynch September 2011 - July 2015
Bank of America Merrill Lynch August 2010 - September 2011
Putnam Investments February 1999 - August 2010
Fidelity Investments February 1993 - February 1999
MFS Investment Management June 1987 - February 1993
Education
St. Lawrence University 1983 — 1987
BS, Psychology
Derryfield School 1979 — 1983
Bank of America July 2015 - Present
Bank of America Merrill Lynch September 2011 - July 2015
Bank of America Merrill Lynch August 2010 - September 2011
Putnam Investments February 1999 - August 2010
Fidelity Investments February 1993 - February 1999
MFS Investment Management June 1987 - February 1993
Education
St. Lawrence University 1983 — 1987
BS, Psychology
Derryfield School 1979 — 1983
Claudia Wakulinski's Fidelity Investments Experience November 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Hello Direct April 2004 - October 2010
Target March 2003 - April 2004
Fidelity Investments October 2002 - April 2003
National Resources Inc October 1998 - August 2002
PC Connection October 1996 - November 1998
Agfa (formally Compugraphics) September 1986 - June 1996
Skills
Salesforce.com, Lead Generation, Telemarketing, Sales Process, Direct Sales, Customer Satisfaction, CRM, Account Management, Telecommunications, B2B, Sales, Solution Selling, Unified Communications, Selling, Product Management, Sales Management, Cold Calling, Management, Sales Operations, Business Development, Strategy, Customer Retention, Channel Partners, Strategic Partnerships, Enterprise Software, Building Relationships, New Business Development, Professional Services
Education
FINRA
Series 7 & Series 63, Broker / Trading
State University of New York - System
Business Management
Fidelity Investments November 2010 - Present
Hello Direct April 2004 - October 2010
Target March 2003 - April 2004
Fidelity Investments October 2002 - April 2003
National Resources Inc October 1998 - August 2002
PC Connection October 1996 - November 1998
Agfa (formally Compugraphics) September 1986 - June 1996
Skills
Salesforce.com, Lead Generation, Telemarketing, Sales Process, Direct Sales, Customer Satisfaction, CRM, Account Management, Telecommunications, B2B, Sales, Solution Selling, Unified Communications, Selling, Product Management, Sales Management, Cold Calling, Management, Sales Operations, Business Development, Strategy, Customer Retention, Channel Partners, Strategic Partnerships, Enterprise Software, Building Relationships, New Business Development, Professional Services
Education
FINRA
Series 7 & Series 63, Broker / Trading
State University of New York - System
Business Management
Brendan Byrne Brendan Byrne's Fidelity Investments Experience May 2009 - October 2010
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2014 - Present
TIAA-CREF April 2014 - May 2014
Charles Schwab October 2010 - March 2014
Fidelity Investments May 2009 - October 2010
Fidelity Investments August 2005 - May 2009
Chase Investment Services May 2004 - August 2006
MetLife October 2002 - May 2004
Focus Capital October 2000 - October 2002
Fortis Insurance Ltd 2000 - 2001
Education
St. Norbert College 1996 — 2000
Bachelor of Arts, Business Administration
JPMorgan Chase Bank, N.A. June 2014 - Present
TIAA-CREF April 2014 - May 2014
Charles Schwab October 2010 - March 2014
Fidelity Investments May 2009 - October 2010
Fidelity Investments August 2005 - May 2009
Chase Investment Services May 2004 - August 2006
MetLife October 2002 - May 2004
Focus Capital October 2000 - October 2002
Fortis Insurance Ltd 2000 - 2001
Education
St. Norbert College 1996 — 2000
Bachelor of Arts, Business Administration
John Verrochi John Verrochi's Fidelity Investments Experience 1989 - 1991
Job Strategy and marketing consultant
Industry Management Consulting
Experience
Verrochi Consulting 2002 - Present
Sun Microsystems 2000 - 2002
Hewlett-Packard Company 1995 - 2000
PictureTel 1994 - 1995
Apple Computer, Inc. 1993 - 1993
Fidelity Investments 1989 - 1991
J.P. Morgan & Company, Inc. 1983 - 1986
Arthur D. Little, Inc. 1980 - 1983
Skills
Product Strategy, Competitive Analysis, Product Marketing, Product Management, Business Strategy, Strategy
Education
Stanford University
Venture management
Yale University - Yale School of Management
MBA, Finance, marketing, strategy
University of Pennsylvania
BA, Economics
Verrochi Consulting 2002 - Present
Sun Microsystems 2000 - 2002
Hewlett-Packard Company 1995 - 2000
PictureTel 1994 - 1995
Apple Computer, Inc. 1993 - 1993
Fidelity Investments 1989 - 1991
J.P. Morgan & Company, Inc. 1983 - 1986
Arthur D. Little, Inc. 1980 - 1983
Skills
Product Strategy, Competitive Analysis, Product Marketing, Product Management, Business Strategy, Strategy
Education
Stanford University
Venture management
Yale University - Yale School of Management
MBA, Finance, marketing, strategy
University of Pennsylvania
BA, Economics
Charlie D'Aleo Charlie D'Aleo's Fidelity Investments Experience March 2007 - December 2008
Job Mainframe Software Development Engineer II at MetLife
Industry Information Technology and Services
Experience
MetLife December 2013 - Present
Lincoln Financial Group December 2012 - November 2013
First Citizens Bank September 2010 - November 2012
INC Research February 2010 - September 2010
Fidelity Investments March 2007 - December 2008
Keane October 2006 - March 2007
KeySpan May 1999 - October 2006
The Chase Manhattan Bank October 1996 - May 1999
Long Island Lighting Company May 1991 - October 1996
ADP September 1988 - May 1991
Skills
COBOL, CICS, JCL, VSAM, DB2, Mainframe, Requirements Analysis, Requirements Gathering, WebSphere MQ, Assembler, XML, Business Process, Business Analysis, Vendor Management, Integration, Endeavor, Serena Changeman, Financial Services, Retail Banking, Credit Card Transaction..., Brokerage, Utility Industry, Insurance, CRO
Education
State University of New York - System
BS, Computer and Informational Sciences
Grumman Data Systems Institute
Programming Certificate, COBOL, Assembler, JCL
MetLife December 2013 - Present
Lincoln Financial Group December 2012 - November 2013
First Citizens Bank September 2010 - November 2012
INC Research February 2010 - September 2010
Fidelity Investments March 2007 - December 2008
Keane October 2006 - March 2007
KeySpan May 1999 - October 2006
The Chase Manhattan Bank October 1996 - May 1999
Long Island Lighting Company May 1991 - October 1996
ADP September 1988 - May 1991
Skills
COBOL, CICS, JCL, VSAM, DB2, Mainframe, Requirements Analysis, Requirements Gathering, WebSphere MQ, Assembler, XML, Business Process, Business Analysis, Vendor Management, Integration, Endeavor, Serena Changeman, Financial Services, Retail Banking, Credit Card Transaction..., Brokerage, Utility Industry, Insurance, CRO
Education
State University of New York - System
BS, Computer and Informational Sciences
Grumman Data Systems Institute
Programming Certificate, COBOL, Assembler, JCL
Adam Montana Adam Montana's Fidelity Investments Experience June 2011 - August 2011
Job Customer Processing Associate at Pershing
Industry Financial Services
Experience
Pershing August 2012 - Present
Fidelity Investments June 2011 - August 2011
Universal Studios July 2010 - June 2011
Universal Studios October 2007 - November 2008
Thomas B. Dobies Funeral Home and Crematory October 2005 - September 2007
Skills
Economics, PowerPoint, Financial Accounting, Research, Photoshop, Trend Analysis, Economic History, Settlement, Internet Research, Options, Microeconomics, Fitness Training, Cost Basis Reporting, Organic Farming, Video Editing, Fact-checking, AED, Group Dynamics, Drawing, Video Shooting, Regression, Labor Economics, Clearing, Arbitrage, Weight Training, Cpr Certified, First Aid
Education
University of Central Florida - College of Business Administration 2007 — 2012
BSBA, Economics
St. Petersburg College 2006 — 2007
Pershing August 2012 - Present
Fidelity Investments June 2011 - August 2011
Universal Studios July 2010 - June 2011
Universal Studios October 2007 - November 2008
Thomas B. Dobies Funeral Home and Crematory October 2005 - September 2007
Skills
Economics, PowerPoint, Financial Accounting, Research, Photoshop, Trend Analysis, Economic History, Settlement, Internet Research, Options, Microeconomics, Fitness Training, Cost Basis Reporting, Organic Farming, Video Editing, Fact-checking, AED, Group Dynamics, Drawing, Video Shooting, Regression, Labor Economics, Clearing, Arbitrage, Weight Training, Cpr Certified, First Aid
Education
University of Central Florida - College of Business Administration 2007 — 2012
BSBA, Economics
St. Petersburg College 2006 — 2007
Mark Genesky Mark Genesky's Fidelity Investments Experience January 2006 - Present
Job VP, Service Delivery Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1995 - 2000
Fidelity Investments 1990 - 1994
Education
State University of New York College at Brockport 1980 — 1982
B.S., Health Science
Fidelity Investments January 2006 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1995 - 2000
Fidelity Investments 1990 - 1994
Education
State University of New York College at Brockport 1980 — 1982
B.S., Health Science
James Legate James Legate's Fidelity Investments Experience May 2006 - February 2009
Job Marketing and Sales Professional
Industry Marketing and Advertising
Experience
Fidelity Investments May 2006 - February 2009
JR Services 2002 - 2005
The Solution Marketing Group 1997 - 2005
PriMedium 1998 - 2000
The Senior News Source 1998 - 2000
Greater Dallas Chamber 1995 - 1998
Resource One Credit Union 1994 - 1997
CUNA Mutual Group 1992 - 1994
Education
St. Mary's University 1986 — 1990
Fidelity Investments May 2006 - February 2009
JR Services 2002 - 2005
The Solution Marketing Group 1997 - 2005
PriMedium 1998 - 2000
The Senior News Source 1998 - 2000
Greater Dallas Chamber 1995 - 1998
Resource One Credit Union 1994 - 1997
CUNA Mutual Group 1992 - 1994
Education
St. Mary's University 1986 — 1990
Lauren Poindexter's Fidelity Investments Experience June 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments August 2014 - June 2015
Bank of America May 2012 - April 2014
BankUnited October 2006 - May 2012
Regions Bank May 2006 - October 2006
SunTrust Bank October 2004 - May 2006
Skills
Retail Banking, Sales Process, Customer Satisfaction, Customer Retention, Customer Loyalty, Results Focused, Problem Solving, Notary Public, Finance, Brand Loyalty, Credit, Loans, Result Oriented, Financial Services, Small Business Lending, Consumer Lending, Banking, Customer Service, Sales, Credit Analysis, Leadership
Education
State College of Florida-Manatee-Sarasota
University of South Florida Sarasota-Manatee
School of Business, Finance, General
Fidelity Investments June 2015 - Present
Fidelity Investments August 2014 - June 2015
Bank of America May 2012 - April 2014
BankUnited October 2006 - May 2012
Regions Bank May 2006 - October 2006
SunTrust Bank October 2004 - May 2006
Skills
Retail Banking, Sales Process, Customer Satisfaction, Customer Retention, Customer Loyalty, Results Focused, Problem Solving, Notary Public, Finance, Brand Loyalty, Credit, Loans, Result Oriented, Financial Services, Small Business Lending, Consumer Lending, Banking, Customer Service, Sales, Credit Analysis, Leadership
Education
State College of Florida-Manatee-Sarasota
University of South Florida Sarasota-Manatee
School of Business, Finance, General
Adam Dodge, CFP® Adam Dodge, CFP®'s Fidelity Investments Experience June 2005 - June 2011
Job Investment Advisor at SJA Financial Advisory, LLC
Industry Financial Services
Experience
SJA Financial Advisory, LLC June 2011 - Present
Fidelity Investments June 2005 - June 2011
Skills
Financial Advisory, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Portfolio Management, Financial Planners, Wealth Management, Securities, Investment Strategies, Investment Advisory
Education
St. Olaf College 2004 — 2008
Bachelor of Arts, Political Science, American Racial and Multicultural Studies
SJA Financial Advisory, LLC June 2011 - Present
Fidelity Investments June 2005 - June 2011
Skills
Financial Advisory, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Portfolio Management, Financial Planners, Wealth Management, Securities, Investment Strategies, Investment Advisory
Education
St. Olaf College 2004 — 2008
Bachelor of Arts, Political Science, American Racial and Multicultural Studies
Elaine Jarvis Heilemann Elaine Jarvis Heilemann's Fidelity Investments Experience June 2010 - January 2011
Job VP Media Director at PGR Media
Industry Marketing and Advertising
Experience
PGR Media April 2011 - Present
Fidelity Investments June 2010 - January 2011
Hill Holliday February 2010 - May 2010
Mullen 2007 - 2009
Hill, Holliday 2005 - 2007
Mullen 2003 - 2005
Saatchi & Saatchi - NYC 1998 - 2002
Education
St. Lawrence University 1994 — 1998
BA, English Writing
PGR Media April 2011 - Present
Fidelity Investments June 2010 - January 2011
Hill Holliday February 2010 - May 2010
Mullen 2007 - 2009
Hill, Holliday 2005 - 2007
Mullen 2003 - 2005
Saatchi & Saatchi - NYC 1998 - 2002
Education
St. Lawrence University 1994 — 1998
BA, English Writing
Graciela Arango's Fidelity Investments Experience June 2015 - Present
Job Student at Stanford University
Industry
Experience
Fidelity Investments June 2015 - Present
Volkswagen Automotive Innovation Lab and Stanford Center for Design Research September 2014 - Present
Hasso Plattner Institute of Design at Stanford February 2015 - June 2015
IDEO.org September 2014 - April 2015
Yahoo July 2014 - August 2014
Stanford University January 2014 - August 2014
Shazam Entertainment July 2013 - September 2013
Stanford University January 2013 - July 2013
Education
Stanford University 2015 — 2016
Master of Science (MS), Management, Science, and Engineering (MS&E)
Stanford University 2011 — 2015
Science, Technology and Society, 3.9/4.0
Miss Porter's School 2010 — 2011
High Honor Roll
Academia Interamericana de Panamá 2007 — 2010
Bachiller de Ciencias y Letras, 4.9/5.0
Fidelity Investments June 2015 - Present
Volkswagen Automotive Innovation Lab and Stanford Center for Design Research September 2014 - Present
Hasso Plattner Institute of Design at Stanford February 2015 - June 2015
IDEO.org September 2014 - April 2015
Yahoo July 2014 - August 2014
Stanford University January 2014 - August 2014
Shazam Entertainment July 2013 - September 2013
Stanford University January 2013 - July 2013
Education
Stanford University 2015 — 2016
Master of Science (MS), Management, Science, and Engineering (MS&E)
Stanford University 2011 — 2015
Science, Technology and Society, 3.9/4.0
Miss Porter's School 2010 — 2011
High Honor Roll
Academia Interamericana de Panamá 2007 — 2010
Bachiller de Ciencias y Letras, 4.9/5.0
Christian Bianchi Christian Bianchi's Fidelity Investments Experience August 2012 - November 2012
Job Sales Specialist
Industry Pharmaceuticals
Experience
Prestium Pharma February 2015 - Present
State Street January 2013 - February 2015
Bay State Elevator Company November 2012 - January 2013
Fidelity Investments August 2012 - November 2012
Pittsfield Colonials Professional Baseball May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, E-Learning, Research, Technical Writing, Theatre, YouTube, Youth Mentoring, Internet, PowerPoint, Proofreading, Acting, Social Media, Fitness, Customer Service, Social Networking, Networking, Bloomberg
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Prestium Pharma February 2015 - Present
State Street January 2013 - February 2015
Bay State Elevator Company November 2012 - January 2013
Fidelity Investments August 2012 - November 2012
Pittsfield Colonials Professional Baseball May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, E-Learning, Research, Technical Writing, Theatre, YouTube, Youth Mentoring, Internet, PowerPoint, Proofreading, Acting, Social Media, Fitness, Customer Service, Social Networking, Networking, Bloomberg
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Cameron Scullen Cameron Scullen's Fidelity Investments Experience June 2012 - August 2012
Job J.D./M.B.A. Candidate at the University of Miami School of Law
Industry Higher Education
Experience
Goldman Sachs June 2015 - August 2015
Lampke & Lampke May 2014 - August 2014
Fidelity Investments June 2012 - August 2012
StructuredRetailProducts.com November 2011 - December 2011
Skills
Analysis, Research, PowerPoint, Training, Finance, Databases, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Social Media, SPSS, Data Analysis, Teamwork, Economics, Leadership
Education
Univeristy of Miami School of Law 2013 — 2017
Juris Doctor (J.D.)
University of Miami - School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
St. Lawrence University 2009 — 2013
Bachelor's Degree, Mathematics; Economics
Goldman Sachs June 2015 - August 2015
Lampke & Lampke May 2014 - August 2014
Fidelity Investments June 2012 - August 2012
StructuredRetailProducts.com November 2011 - December 2011
Skills
Analysis, Research, PowerPoint, Training, Finance, Databases, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Social Media, SPSS, Data Analysis, Teamwork, Economics, Leadership
Education
Univeristy of Miami School of Law 2013 — 2017
Juris Doctor (J.D.)
University of Miami - School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
St. Lawrence University 2009 — 2013
Bachelor's Degree, Mathematics; Economics
Mark Mulholland, CFA® Mark Mulholland, CFA®'s Fidelity Investments Experience February 2007 - June 2010
Job Global Separate Account Manager
Industry Financial Services
Experience
Tessera, LLC June 2010 - Present
Fidelity Investments February 2007 - June 2010
Pearl.com March 2006 - February 2007
OceanBlue Express 2004 - 2005
Stanford 2000 - 2004
Skills
Asset Allocation, Investment Management, Portfolio Management, Alternative Investments, High Net Worth..., Global Macro, SMA, ALM, Volatility, Hedge Funds, Equities, Mutual Funds, LDI, R
Education
Stanford University 2000 — 2004
BA, History
Piedmont High School
Tessera, LLC June 2010 - Present
Fidelity Investments February 2007 - June 2010
Pearl.com March 2006 - February 2007
OceanBlue Express 2004 - 2005
Stanford 2000 - 2004
Skills
Asset Allocation, Investment Management, Portfolio Management, Alternative Investments, High Net Worth..., Global Macro, SMA, ALM, Volatility, Hedge Funds, Equities, Mutual Funds, LDI, R
Education
Stanford University 2000 — 2004
BA, History
Piedmont High School
Scott Malm Scott Malm's Fidelity Investments Experience August 1986 - July 1988
Job Human Resources Director, Migis Hotel Group
Industry Hospitality
Experience
Migis Hotel Group February 2013 - Present
Migis Lodge on Sebago Lake February 2005 - Present
Agawam Council March 1989 - December 2004
Camp Agawam June 1988 - December 2004
Migis Lodge on Sebago Lake August 1988 - November 2004
Fidelity Investments August 1986 - July 1988
Skills
Training, Recruiting, Human Resources, Interviews, Fundraising, Community Outreach, Hiring, Payroll, Customer Service, Policy, Process Scheduler, Sales
Education
University of Massachusetts Boston 1991 — 1993
Master of Education (M.Ed.)
St. Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Migis Hotel Group February 2013 - Present
Migis Lodge on Sebago Lake February 2005 - Present
Agawam Council March 1989 - December 2004
Camp Agawam June 1988 - December 2004
Migis Lodge on Sebago Lake August 1988 - November 2004
Fidelity Investments August 1986 - July 1988
Skills
Training, Recruiting, Human Resources, Interviews, Fundraising, Community Outreach, Hiring, Payroll, Customer Service, Policy, Process Scheduler, Sales
Education
University of Massachusetts Boston 1991 — 1993
Master of Education (M.Ed.)
St. Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Jennifer Nye Jennifer Nye's Fidelity Investments Experience May 1989 - June 1998
Job Vice President at ThinkTank Collaboration Software
Industry Computer Software
Experience
ThinkTank Collaboration Software September 2015 - Present
Datawatch Corporation July 2013 - August 2015
Datawatch August 2013 - July 2015
Datawatch Corporation 2013 - 2013
Panopticon Software May 2009 - December 2011
KarmicSource September 2006 - September 2011
Fidelity Investments May 1989 - June 1998
Skills
Business Development, Business Intelligence, Business Alliances, Solution Selling, Management, Start-ups, Product Management, New Business Development, Enterprise Software, SaaS, Strategic Partnerships, Cloud Computing, Training, Strategy, Competitive Analysis, Business Strategy, Salesforce.com, Professional Services, Marketing Strategy, Sales, Product Marketing, CRM, Analytics, International Sales
Education
St. Lawrence University 1982 — 1986
B.S., Economics
Wilton High School 1978 — 1982
ThinkTank Collaboration Software September 2015 - Present
Datawatch Corporation July 2013 - August 2015
Datawatch August 2013 - July 2015
Datawatch Corporation 2013 - 2013
Panopticon Software May 2009 - December 2011
KarmicSource September 2006 - September 2011
Fidelity Investments May 1989 - June 1998
Skills
Business Development, Business Intelligence, Business Alliances, Solution Selling, Management, Start-ups, Product Management, New Business Development, Enterprise Software, SaaS, Strategic Partnerships, Cloud Computing, Training, Strategy, Competitive Analysis, Business Strategy, Salesforce.com, Professional Services, Marketing Strategy, Sales, Product Marketing, CRM, Analytics, International Sales
Education
St. Lawrence University 1982 — 1986
B.S., Economics
Wilton High School 1978 — 1982
Ned Wasniewski Ned Wasniewski's Fidelity Investments Experience March 1986 - September 1989
Job Partner, Insight Experience, Inc.
Industry Management Consulting
Experience
Insight Experience January 2004 - Present
Brazilan Management Institute December 2008 - Present
Leadership Development, Inc 2002 - 2004
Executive Perspectives 1989 - 2000
Fidelity Investments March 1986 - September 1989
Skills
Leadership Development, Executive Coaching, Organizational..., Change Management, Management Consulting, Strategic Partnerships, International..., Simulation Development, Strategy Execution, Business Strategy, Strategy, Start-ups, Executive Development, Financial Acumen, Business Development, Organizational Design, Leadership, Coaching, Organizational..., Simulations, Strategic Planning, Business Acumen
Education
Saint Lawrence University 1981 — 1984
Bachelor of Science (B.S.), Geology
Norwich Free Academy 1976 — 1979
Insight Experience January 2004 - Present
Brazilan Management Institute December 2008 - Present
Leadership Development, Inc 2002 - 2004
Executive Perspectives 1989 - 2000
Fidelity Investments March 1986 - September 1989
Skills
Leadership Development, Executive Coaching, Organizational..., Change Management, Management Consulting, Strategic Partnerships, International..., Simulation Development, Strategy Execution, Business Strategy, Strategy, Start-ups, Executive Development, Financial Acumen, Business Development, Organizational Design, Leadership, Coaching, Organizational..., Simulations, Strategic Planning, Business Acumen
Education
Saint Lawrence University 1981 — 1984
Bachelor of Science (B.S.), Geology
Norwich Free Academy 1976 — 1979
Peter Wieland's Fidelity Investments Experience April 2011 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Collaborative Consulting September 2004 - April 2011
Brown Brothers Harriman January 2000 - September 2004
Exodus Communications September 2000 - December 2000
Thomson Financial January 1997 - September 2000
Fidelity Investments January 1993 - December 1996
Education
St. Lawrence University 1987 — 1991
Holderness School 1985 — 1987
Fidelity Investments April 2011 - Present
Collaborative Consulting September 2004 - April 2011
Brown Brothers Harriman January 2000 - September 2004
Exodus Communications September 2000 - December 2000
Thomson Financial January 1997 - September 2000
Fidelity Investments January 1993 - December 1996
Education
St. Lawrence University 1987 — 1991
Holderness School 1985 — 1987
Alex Kellman Alex Kellman's Fidelity Investments Experience August 2010 - December 2012
Job Alternative Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2013 - Present
Fidelity Investments August 2010 - December 2012
MultiPlan March 2010 - July 2010
M&T Bank August 2008 - November 2009
Education
State University of New York at Buffalo - School of Management 2004 — 2008
B.S, Business Administration, Finance
.
State University of New York College at Buffalo
UBS Wealth Management January 2013 - Present
Fidelity Investments August 2010 - December 2012
MultiPlan March 2010 - July 2010
M&T Bank August 2008 - November 2009
Education
State University of New York at Buffalo - School of Management 2004 — 2008
B.S, Business Administration, Finance
.
State University of New York College at Buffalo
Jana Kofler Jana Kofler's Fidelity Investments Experience 2005 - 2006
Job Social Sales Manager at Hilton Long Island / Huntington
Industry Hospitality
Experience
Hilton Long Island / Huntington Social Sales ManagerSunstone Hotels2008 - 2009
Hilton Research Triangle Park 2006 - 2006
Fidelity Investments 2005 - 2006
INSTALLS inc 2003 - 2005
Education
State University of New York College at Buffalo 2003 — 2004
University at Buffalo 1999 — 2003
English
Long Beach High School
Hilton Long Island / Huntington Social Sales ManagerSunstone Hotels2008 - 2009
Hilton Research Triangle Park 2006 - 2006
Fidelity Investments 2005 - 2006
INSTALLS inc 2003 - 2005
Education
State University of New York College at Buffalo 2003 — 2004
University at Buffalo 1999 — 2003
English
Long Beach High School
Ken Ericson Ken Ericson's Fidelity Investments Experience 2014 - Present
Job Vice President, Public Relations and Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments 2014 - Present
Xerox Corporation 2014 - 2014
Xerox Corporation 2012 - 2014
Xerox Corporation 2008 - 2012
Carmen Group Communications 2006 - 2007
Associated Press 2003 - 2006
Associated Press 2000 - 2003
WDSU-TV, Hearst Television 1998 - 2000
WESH-TV, Hearst Television 1995 - 1998
WGN-TV, Tribune Broadcasting 1994 - 1995
Skills
Media Relations, Public Relations, Content Strategy, Strategic Communications, Journalism, Broadcast, Crisis Communications, Video Production, Social Media, Editorial, Content Development, Web Content, Corporate Communications, Leadership, Marketing Communications, News Writing, Content Management, New Media, Writing, Communications Strategy, Crisis Management, Editing, Blogging, Television, Copywriting, Social Media Marketing, Multimedia, Video, Social Networking, Digital Marketing, Executive Communications, Issues Management, Branded Content, Broadcast Television, Television News, Public Speaking, Community Management, Storytelling, Integrated Marketing, Digital Media, Web Content Management, Communications Planning, Strategic Planning, Television Producing, Digital Strategy, Marketing, Content Marketing, Breaking News, B2B Marketing, Strategy
Education
St. Norbert College
Bachelor of Arts (B.A.)
Fidelity Investments 2014 - Present
Xerox Corporation 2014 - 2014
Xerox Corporation 2012 - 2014
Xerox Corporation 2008 - 2012
Carmen Group Communications 2006 - 2007
Associated Press 2003 - 2006
Associated Press 2000 - 2003
WDSU-TV, Hearst Television 1998 - 2000
WESH-TV, Hearst Television 1995 - 1998
WGN-TV, Tribune Broadcasting 1994 - 1995
Skills
Media Relations, Public Relations, Content Strategy, Strategic Communications, Journalism, Broadcast, Crisis Communications, Video Production, Social Media, Editorial, Content Development, Web Content, Corporate Communications, Leadership, Marketing Communications, News Writing, Content Management, New Media, Writing, Communications Strategy, Crisis Management, Editing, Blogging, Television, Copywriting, Social Media Marketing, Multimedia, Video, Social Networking, Digital Marketing, Executive Communications, Issues Management, Branded Content, Broadcast Television, Television News, Public Speaking, Community Management, Storytelling, Integrated Marketing, Digital Media, Web Content Management, Communications Planning, Strategic Planning, Television Producing, Digital Strategy, Marketing, Content Marketing, Breaking News, B2B Marketing, Strategy
Education
St. Norbert College
Bachelor of Arts (B.A.)
Chris Cheetham's Fidelity Investments Experience September 1997 - July 1998
Job Senior Member Technical Staff at Pivotal Software, Inc.
Industry Telecommunications
Experience
Pivotal Software, Inc. March 2013 - Present
VMware October 2011 - February 2013
Novell September 2009 - September 2011
Sun Microsystems May 2007 - September 2009
Ellacoya Networks, Inc. May 2000 - May 2007
Silknet 1999 - 2000
Putnam Investments July 1998 - July 1999
Fidelity Investments September 1997 - July 1998
Chubb Life Insurance Company of America June 1989 - December 1993
Skills
Cloud Computing, Unix, Linux, SaaS, Distributed Systems, Software Engineering, Java, Python, Enterprise Software, Solaris, Databases, Security, Web Applications, Product Management, Apache, Ruby, Quality Assurance, Requirements Analysis, Pre-sales, PaaS, Perl, System Architecture, Agile Methodologies, Spring, Hibernate, Java Enterprise Edition, JUnit, Tomcat, Object Oriented Design, Software Development, SOA, REST
Education
Stanford University 1986 — 1989
Pivotal Software, Inc. March 2013 - Present
VMware October 2011 - February 2013
Novell September 2009 - September 2011
Sun Microsystems May 2007 - September 2009
Ellacoya Networks, Inc. May 2000 - May 2007
Silknet 1999 - 2000
Putnam Investments July 1998 - July 1999
Fidelity Investments September 1997 - July 1998
Chubb Life Insurance Company of America June 1989 - December 1993
Skills
Cloud Computing, Unix, Linux, SaaS, Distributed Systems, Software Engineering, Java, Python, Enterprise Software, Solaris, Databases, Security, Web Applications, Product Management, Apache, Ruby, Quality Assurance, Requirements Analysis, Pre-sales, PaaS, Perl, System Architecture, Agile Methodologies, Spring, Hibernate, Java Enterprise Edition, JUnit, Tomcat, Object Oriented Design, Software Development, SOA, REST
Education
Stanford University 1986 — 1989
Catherine Bush's Fidelity Investments Experience August 2009 - Present
Job
Industry Investment Management
Experience
Fidelity Investments August 2009 - Present
Wellington Management Company LLP June 2008 - August 2008
Fidelity Investments August 2003 - July 2007
Deutsche Bank July 2001 - July 2003
Skills
Equities, Trading, Investments, Analysis, Capital Markets, Executive Management, Valuation, Management, Fixed Income, Business Strategy, Financial Modeling, Portfolio Management, Securities, Strategy, Bonds, Finance, Credit, Due Diligence, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance, General Management
St. Lawrence University 1997 — 2001
B.A., Economics, French
Fidelity Investments August 2009 - Present
Wellington Management Company LLP June 2008 - August 2008
Fidelity Investments August 2003 - July 2007
Deutsche Bank July 2001 - July 2003
Skills
Equities, Trading, Investments, Analysis, Capital Markets, Executive Management, Valuation, Management, Fixed Income, Business Strategy, Financial Modeling, Portfolio Management, Securities, Strategy, Bonds, Finance, Credit, Due Diligence, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance, General Management
St. Lawrence University 1997 — 2001
B.A., Economics, French
Karen DeCapua, MBA, PMP, CSM's Fidelity Investments Experience 1995 - 1996
Job IT Application Development Manager / Program Manager
Industry Information Technology and Services
Experience
Citibank June 2013 - Present
JPMorgan Chase March 2011 - June 2013
BT Global Services October 2008 - March 2011
Rodman Companies August 2007 - October 2008
EMC Global Services June 2007 - July 2008
Southwest Airlines December 2006 - June 2007
Countrywide August 2005 - December 2006
MBNA 2000 - 2005
Sprint 1998 - 1999
Fidelity Investments 1995 - 1996
Skills
Program Management, Information Technology, Leadership, Team Building, Project Delivery, Management, Resource Management, Software Project..., Agile Methodologies, Project Management, PMP, SDLC, Software Development, Visio, Vendor Management, SharePoint, Business Analysis, Enterprise Architecture, Business Intelligence, IT Strategy, Microsoft SQL Server, Project Portfolio..., Disaster Recovery, IT Management, Requirements Analysis, DB2, Integration, MS Project, Process Improvement, Release Management, Systems Analysis, PMO, Requirements Gathering, Testing, Business Requirements, Data Warehousing, Solution Architecture, Banking, Business Process..., Data Migration, Scrum, Risk Management, Agile Project Management, Change Management, Business Process, Quality Assurance, Business Continuity, SQL, User Acceptance Testing, Consulting
Education
St. Mary's University 1993 — 1995
Citibank June 2013 - Present
JPMorgan Chase March 2011 - June 2013
BT Global Services October 2008 - March 2011
Rodman Companies August 2007 - October 2008
EMC Global Services June 2007 - July 2008
Southwest Airlines December 2006 - June 2007
Countrywide August 2005 - December 2006
MBNA 2000 - 2005
Sprint 1998 - 1999
Fidelity Investments 1995 - 1996
Skills
Program Management, Information Technology, Leadership, Team Building, Project Delivery, Management, Resource Management, Software Project..., Agile Methodologies, Project Management, PMP, SDLC, Software Development, Visio, Vendor Management, SharePoint, Business Analysis, Enterprise Architecture, Business Intelligence, IT Strategy, Microsoft SQL Server, Project Portfolio..., Disaster Recovery, IT Management, Requirements Analysis, DB2, Integration, MS Project, Process Improvement, Release Management, Systems Analysis, PMO, Requirements Gathering, Testing, Business Requirements, Data Warehousing, Solution Architecture, Banking, Business Process..., Data Migration, Scrum, Risk Management, Agile Project Management, Change Management, Business Process, Quality Assurance, Business Continuity, SQL, User Acceptance Testing, Consulting
Education
St. Mary's University 1993 — 1995
Brian S. Allen's Fidelity Investments Experience 2012 - Present
Job Financial Consultant @ Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2012 - Present
Graystone Consulting Morgan Stanley Wealth Management 2010 - 2012
WR Hambrecht + Co 2007 - 2010
Wilson Sonsini Goodrich & Rosati 2006 - 2007
San Francisco 49ers 2005 - 2006
Weil Gotshal and Manges 2005 - 2005
Stanford University 2005 - 2005
IDEO 2004 - 2005
Indianapolis Colts 2002 - 2004
Skills
Excel, PowerPoint, Thomson One, Bloomberg Terminal, HTML, Microsoft Office, Financial Analysis, Capital Markets, Microsoft Excel, Financial Modeling, Private Client Work, Investment Banking, Private Clients, Investments, Fundraising, Alternative Investments, Portfolio Management, Valuation, Corporate Finance, Asset Allocation, Investment Management, Equity Research, Mutual Funds, Series 7, Strategic Financial..., Hedge Funds, Equities, Securities, IPO, Wealth Management, Bloomberg, Retirement Planning, Series 63, FINRA, Insurance, 401k, Start-ups, High Net Worth..., Wealth Management..., Asset Management, Investment Strategies, Mergers & Acquisitions, Marketing, Due Diligence, Leadership, Finance
Education
Stanford University
B.A.
Fidelity Investments 2012 - Present
Graystone Consulting Morgan Stanley Wealth Management 2010 - 2012
WR Hambrecht + Co 2007 - 2010
Wilson Sonsini Goodrich & Rosati 2006 - 2007
San Francisco 49ers 2005 - 2006
Weil Gotshal and Manges 2005 - 2005
Stanford University 2005 - 2005
IDEO 2004 - 2005
Indianapolis Colts 2002 - 2004
Skills
Excel, PowerPoint, Thomson One, Bloomberg Terminal, HTML, Microsoft Office, Financial Analysis, Capital Markets, Microsoft Excel, Financial Modeling, Private Client Work, Investment Banking, Private Clients, Investments, Fundraising, Alternative Investments, Portfolio Management, Valuation, Corporate Finance, Asset Allocation, Investment Management, Equity Research, Mutual Funds, Series 7, Strategic Financial..., Hedge Funds, Equities, Securities, IPO, Wealth Management, Bloomberg, Retirement Planning, Series 63, FINRA, Insurance, 401k, Start-ups, High Net Worth..., Wealth Management..., Asset Management, Investment Strategies, Mergers & Acquisitions, Marketing, Due Diligence, Leadership, Finance
Education
Stanford University
B.A.
Lara McCaskill's Fidelity Investments Experience January 2005 - May 2005
Job Senior Program Manager at Pandora
Industry Online Media
Experience
Pandora September 2015 - Present
Pandora March 2013 - August 2015
Pandora September 2009 - February 2013
Sportgenic, Inc. April 2008 - August 2009
VolunteerMatch September 2006 - January 2008
Osborne Partners Capital Management October 2005 - September 2006
Fidelity Investments January 2005 - May 2005
Skills
Customer Relations, Online Marketing, Email Marketing, Social Media, Web Project Management, Digital Media, Mobile Advertising, Advertising Management, Online Advertising, DoubleClick
Education
Wake Forest University 2000 — 2004
BA, Spanish, minor Global Trade and Commerce Studies
Stanford University Graduate School of Business 2008 — 2008
Summer Institute for General Management
Pandora September 2015 - Present
Pandora March 2013 - August 2015
Pandora September 2009 - February 2013
Sportgenic, Inc. April 2008 - August 2009
VolunteerMatch September 2006 - January 2008
Osborne Partners Capital Management October 2005 - September 2006
Fidelity Investments January 2005 - May 2005
Skills
Customer Relations, Online Marketing, Email Marketing, Social Media, Web Project Management, Digital Media, Mobile Advertising, Advertising Management, Online Advertising, DoubleClick
Education
Wake Forest University 2000 — 2004
BA, Spanish, minor Global Trade and Commerce Studies
Stanford University Graduate School of Business 2008 — 2008
Summer Institute for General Management
Gilda Horgan's Fidelity Investments Experience February 2007 - December 2007
Job Creative Director at AliMed
Industry Marketing and Advertising
Experience
AliMed June 2012 - Present
Get Creative Sense May 2010 - Present
PetEdge November 2011 - June 2012
Potpourri Group April 2011 - October 2011
SC Direct January 2008 - 2009
Fidelity Investments February 2007 - December 2007
Consulting September 2005 - February 2007
Aramark (Wearguard) October 1998 - September 2005
JCA, Inc. October 1990 - February 1998
Education
State University of New York at New Paltz 1986 — 1989
BFA, Graphic Design
Fitchburg High School
AliMed June 2012 - Present
Get Creative Sense May 2010 - Present
PetEdge November 2011 - June 2012
Potpourri Group April 2011 - October 2011
SC Direct January 2008 - 2009
Fidelity Investments February 2007 - December 2007
Consulting September 2005 - February 2007
Aramark (Wearguard) October 1998 - September 2005
JCA, Inc. October 1990 - February 1998
Education
State University of New York at New Paltz 1986 — 1989
BFA, Graphic Design
Fitchburg High School
Sue Bertone's Fidelity Investments Experience 2001 - 2006
Job Consultant at Mercer
Industry Human Resources
Experience
Mercer January 2006 - Present
Fidelity Investments 2001 - 2006
Hewitt Associates, LLC 1995 - 2001
Skills
Employee Benefits, Outsourcing, Defined Benefit, HR Consulting, Global Client Management, Benefits Administration, Leadership, Solution Architecture, HRIS, Software Product...
Education
St. Norbert College 1990 — 1994
Bachelors, Communications and Philosophy
University of London 1992 — 1992
King's College, Philosophy
Mercer January 2006 - Present
Fidelity Investments 2001 - 2006
Hewitt Associates, LLC 1995 - 2001
Skills
Employee Benefits, Outsourcing, Defined Benefit, HR Consulting, Global Client Management, Benefits Administration, Leadership, Solution Architecture, HRIS, Software Product...
Education
St. Norbert College 1990 — 1994
Bachelors, Communications and Philosophy
University of London 1992 — 1992
King's College, Philosophy
Bennett Baldwin's Fidelity Investments Experience August 2014 - Present
Job Design Thinking, Creativity, and Innovation at Fidelity
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Stanford University December 2013 - June 2014
United States Army Reserve October 2011 - October 2013
Astrodyne June 2013 - August 2013
US Army January 2010 - August 2011
US Army June 2009 - December 2009
US Army July 2008 - March 2009
US Army December 2007 - July 2008
United States Army January 2007 - November 2007
Fulbright Korea July 2005 - July 2006
Skills
Creativity, Design Thinking, Leadership Development, Organizational Design, Operations Management, Project Management, Training Management, Teaching, Healthcare Management, Negotiation, Operational Planning, Program Management, Public Speaking, Army, Military Logistics, Command, Military, Government, Military Operations, Microsoft Office, Training, Leadership, Team Building, Customer Insight, Management
Education
Stanford University 2012 — 2014
Master of Science (M.S.), Management Science and Engineering (MS&E)
The College of William and Mary 2001 — 2005
BBA, Business Adminstration
Fidelity Investments August 2014 - Present
Stanford University December 2013 - June 2014
United States Army Reserve October 2011 - October 2013
Astrodyne June 2013 - August 2013
US Army January 2010 - August 2011
US Army June 2009 - December 2009
US Army July 2008 - March 2009
US Army December 2007 - July 2008
United States Army January 2007 - November 2007
Fulbright Korea July 2005 - July 2006
Skills
Creativity, Design Thinking, Leadership Development, Organizational Design, Operations Management, Project Management, Training Management, Teaching, Healthcare Management, Negotiation, Operational Planning, Program Management, Public Speaking, Army, Military Logistics, Command, Military, Government, Military Operations, Microsoft Office, Training, Leadership, Team Building, Customer Insight, Management
Education
Stanford University 2012 — 2014
Master of Science (M.S.), Management Science and Engineering (MS&E)
The College of William and Mary 2001 — 2005
BBA, Business Adminstration
Dee Tokac's Fidelity Investments Experience
Job Health & Insurance Benefits Professional at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments
Skills
Series 7, Mutual Funds, Investments, Retirement, Microsoft Excel, Customer Service, Financial Services, 401k, Retirement Planning, Process Improvement, Employee Benefits, Strategic Financial..., Series 63
Education
St. Norbert College 1986 — 1990
Fidelity Investments
Skills
Series 7, Mutual Funds, Investments, Retirement, Microsoft Excel, Customer Service, Financial Services, 401k, Retirement Planning, Process Improvement, Employee Benefits, Strategic Financial..., Series 63
Education
St. Norbert College 1986 — 1990
Danielle Hatfield's Fidelity Investments Experience October 2011 - Present
Job Vice President, Quality Assurance Strategic Investment Products & Data at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments May 2000 - October 2011
Agency.com 1998 - 2000
Skills
Agile Methodologies, Product Management, SDLC, Requirements Analysis, Agile Project Management, Financial Services, Program Management, Software Project..., Cross-functional Team..., Business Analysis, Vendor Management
Education
Suffolk University - Sawyer School of Management 1999 — 2002
MBA
State University of New York at New Paltz 1992 — 1995
BA, Marketing Communications
Fidelity Investments October 2011 - Present
Fidelity Investments May 2000 - October 2011
Agency.com 1998 - 2000
Skills
Agile Methodologies, Product Management, SDLC, Requirements Analysis, Agile Project Management, Financial Services, Program Management, Software Project..., Cross-functional Team..., Business Analysis, Vendor Management
Education
Suffolk University - Sawyer School of Management 1999 — 2002
MBA
State University of New York at New Paltz 1992 — 1995
BA, Marketing Communications
Sheila Lindsay's Fidelity Investments Experience March 2014 - Present
Job Director Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments October 2010 - February 2014
Fidelity Investments December 2003 - November 2010
Charles Schwab September 1984 - November 2003
Education
Stanford University 1977 — 1981
Bachelor of Arts (BA), International Relations
Fidelity Investments March 2014 - Present
Fidelity Investments October 2010 - February 2014
Fidelity Investments December 2003 - November 2010
Charles Schwab September 1984 - November 2003
Education
Stanford University 1977 — 1981
Bachelor of Arts (BA), International Relations
Lex Cooke's Fidelity Investments Experience June 2007 - September 2007
Job Chief Executive Officer at StackMap LLC
Industry Computer Software
Experience
StackMap LLC January 2011 - Present
Intuit November 2010 - February 2011
Intuit December 2009 - February 2011
New England Consulting Group June 2009 - August 2009
Drankbank January 2008 - February 2009
Fidelity Investments June 2007 - September 2007
Skills
Entrepreneurship, Start-ups, Product Management, Strategy, Venture Capital, Social Media
Education
Stanford University 2006 — 2010
B.S.
St. Mark's School 2002 — 2006
StackMap LLC January 2011 - Present
Intuit November 2010 - February 2011
Intuit December 2009 - February 2011
New England Consulting Group June 2009 - August 2009
Drankbank January 2008 - February 2009
Fidelity Investments June 2007 - September 2007
Skills
Entrepreneurship, Start-ups, Product Management, Strategy, Venture Capital, Social Media
Education
Stanford University 2006 — 2010
B.S.
St. Mark's School 2002 — 2006
Guy Maffett, PMP's Fidelity Investments Experience September 2007 - December 2009
Job Mgr, Lead Business Manager IT at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF June 2011 - March 2015
United Guaranty Corporation December 2010 - June 2011
Wachovia, A Wells Fargo Company December 2009 - December 2010
Fidelity Investments September 2007 - December 2009
RMIC 2005 - 2007
Fannie Mae 1993 - 2005
Skills
PMP, SDLC, Project Portfolio..., Vendor Management, PMO, Program Management, Software Project..., Requirements Gathering, IT Strategy, Business Process..., Business Analysis, Change Management, Process Improvement, SharePoint, Risk Management, Requirements Analysis, Enterprise Architecture, Visio, Business Requirements, Business Process, Resource Management, Integration, IT Management, Agile Methodologies, Governance, MS Project, Agile Project Management, Project Management, Microsoft Project
Education
Toronto High School 1976 — 1981
Stanford University
TIAA-CREF March 2015 - Present
TIAA-CREF June 2011 - March 2015
United Guaranty Corporation December 2010 - June 2011
Wachovia, A Wells Fargo Company December 2009 - December 2010
Fidelity Investments September 2007 - December 2009
RMIC 2005 - 2007
Fannie Mae 1993 - 2005
Skills
PMP, SDLC, Project Portfolio..., Vendor Management, PMO, Program Management, Software Project..., Requirements Gathering, IT Strategy, Business Process..., Business Analysis, Change Management, Process Improvement, SharePoint, Risk Management, Requirements Analysis, Enterprise Architecture, Visio, Business Requirements, Business Process, Resource Management, Integration, IT Management, Agile Methodologies, Governance, MS Project, Agile Project Management, Project Management, Microsoft Project
Education
Toronto High School 1976 — 1981
Stanford University
David Rouse's Fidelity Investments Experience June 2007 - December 2009
Job Assistant Vice President, Regulatory Compliance at Wellington Management Company
Industry Investment Management
Experience
Wellington Management September 2012 - Present
Wellington Management January 2010 - September 2012
Fidelity Investments June 2007 - December 2009
Fidelity Investments April 2007 - June 2007
Fidelity Investments March 2006 - April 2007
Fidelity Investments August 2004 - March 2006
Skills
Fixed Income, Equities, Investments, Mutual Funds, Securities, Asset Management, Risk Management, Derivatives, Compliance, Trading, Portfolio Management, Bloomberg, Due Diligence, Risk, Investment Advisory, Excel, PowerPoint, Word, Credit, Bonds, Financial Services
Education
St. Lawrence University 2001 — 2004
B.A.
Goethe Institut - Murnau, Germany 2000 — 2001
German
Dover Sherborn High School 1996 — 2000
Wellington Management September 2012 - Present
Wellington Management January 2010 - September 2012
Fidelity Investments June 2007 - December 2009
Fidelity Investments April 2007 - June 2007
Fidelity Investments March 2006 - April 2007
Fidelity Investments August 2004 - March 2006
Skills
Fixed Income, Equities, Investments, Mutual Funds, Securities, Asset Management, Risk Management, Derivatives, Compliance, Trading, Portfolio Management, Bloomberg, Due Diligence, Risk, Investment Advisory, Excel, PowerPoint, Word, Credit, Bonds, Financial Services
Education
St. Lawrence University 2001 — 2004
B.A.
Goethe Institut - Murnau, Germany 2000 — 2001
German
Dover Sherborn High School 1996 — 2000
John Postizzi's Fidelity Investments Experience 1997 - 1998
Job Investment Management Consultant at Wheelhouse Wealth Advisors
Industry Investment Management
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC February 2003 - Present
Morgan Stanley June 1998 - November 2002
Fidelity Investments 1997 - 1998
Skills
Financial Planning, Asset Management, Retirement Planning, Series 7, Investments, Investment Advisory, Asset Allocation, Retirement, Wealth Management, Asset Managment, Strategic Financial..., Securities, Investment Management, Portfolio Management, Investment Strategies, Mutual Funds, Financial Advisory
Education
St. Lawrence University 1993 — 1997
BA, Economics, Biology
St. Sebastian's 1989 — 1993
HS
Raymond James Financial Services Inc. Member FINRA/SIPC February 2003 - Present
Morgan Stanley June 1998 - November 2002
Fidelity Investments 1997 - 1998
Skills
Financial Planning, Asset Management, Retirement Planning, Series 7, Investments, Investment Advisory, Asset Allocation, Retirement, Wealth Management, Asset Managment, Strategic Financial..., Securities, Investment Management, Portfolio Management, Investment Strategies, Mutual Funds, Financial Advisory
Education
St. Lawrence University 1993 — 1997
BA, Economics, Biology
St. Sebastian's 1989 — 1993
HS
Paige Koelbl's Fidelity Investments Experience June 2014 - Present
Job Vice President Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments September 2010 - June 2014
Fidelity Investments February 2007 - September 2010
Fidelity Investments January 2006 - February 2007
Fidelity Investments September 2005 - June 2006
Fidelity Investments August 2002 - August 2005
Skills
Business Process..., Program Management, Six Sigma, Business Analysis, Process Improvement, Risk Management, Financial Services, Product Development, Testing, Investments, Vendor Management, Project Management, CRM, Product Management, Mutual Funds
Education
Stanford University 1998 — 2002
BA, International Relations
Fidelity Investments June 2014 - Present
Fidelity Investments September 2010 - June 2014
Fidelity Investments February 2007 - September 2010
Fidelity Investments January 2006 - February 2007
Fidelity Investments September 2005 - June 2006
Fidelity Investments August 2002 - August 2005
Skills
Business Process..., Program Management, Six Sigma, Business Analysis, Process Improvement, Risk Management, Financial Services, Product Development, Testing, Investments, Vendor Management, Project Management, CRM, Product Management, Mutual Funds
Education
Stanford University 1998 — 2002
BA, International Relations
Peter M. Sullivan's Fidelity Investments Experience 1986 - 1989
Job Regional Director/MultiFunds
Industry Financial Services
Experience
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
Stacy Guerin's Fidelity Investments Experience December 2012 - Present
Job Senior Manager Software Engineering Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments September 2011 - December 2012
Fidelity Investments July 2008 - September 2011
Fidelity Investments July 2004 - June 2008
Skills
Agile Methodologies, PL/SQL, SQL, Oracle, Unix Shell Scripting, XML, JSP, JavaScript, HTML, Struts, JDBC, EJB, Eclipse, Websphere, Spring, Java Enterprise Edition, Web Services, Tomcat, Java, Software Project..., Agile Project Management, Business Intelligence, SharePoint, J2EE Application..., Project Management, ClearCase
Education
The Art Institute of Dallas 2012 — 2013
Associates, Culinary Arts
University of North Texas 2005 — 2007
MBA, Strategic Management
St. Mary's University 1999 — 2004
BS, Software Engineering
Fidelity Investments December 2012 - Present
Fidelity Investments September 2011 - December 2012
Fidelity Investments July 2008 - September 2011
Fidelity Investments July 2004 - June 2008
Skills
Agile Methodologies, PL/SQL, SQL, Oracle, Unix Shell Scripting, XML, JSP, JavaScript, HTML, Struts, JDBC, EJB, Eclipse, Websphere, Spring, Java Enterprise Edition, Web Services, Tomcat, Java, Software Project..., Agile Project Management, Business Intelligence, SharePoint, J2EE Application..., Project Management, ClearCase
Education
The Art Institute of Dallas 2012 — 2013
Associates, Culinary Arts
University of North Texas 2005 — 2007
MBA, Strategic Management
St. Mary's University 1999 — 2004
BS, Software Engineering
Kathleen Hall's Fidelity Investments Experience October 2003 - October 2007
Job GM Global Campaigns and Brand Marketing at Microsoft
Industry Marketing and Advertising
Experience
Microsoft October 2006 - Present
Fidelity Investments October 2003 - October 2007
Education
St. Lawrence University 1979 — 1983
Microsoft October 2006 - Present
Fidelity Investments October 2003 - October 2007
Education
St. Lawrence University 1979 — 1983
Joseph Boyland's Fidelity Investments Experience May 2005 - Present
Job VP, Attorney at Fidelity
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
Liberty Mutual Insurance January 2000 - May 2005
Eckert Seamans September 1993 - January 2000
Ropes & Gray 1988 - 1992
Education
UCLA School of Law; Stanford University 1985 — 1988
U.C.L.A.; J.D., Law
Stanford University 1979 — 1983
A.B., Psychology
Fidelity Investments May 2005 - Present
Liberty Mutual Insurance January 2000 - May 2005
Eckert Seamans September 1993 - January 2000
Ropes & Gray 1988 - 1992
Education
UCLA School of Law; Stanford University 1985 — 1988
U.C.L.A.; J.D., Law
Stanford University 1979 — 1983
A.B., Psychology
Jim Neri's Fidelity Investments Experience April 2006 - October 2008
Job QA Test Lead at Veritude
Industry Consumer Services
Experience
Veritude February 2015 - Present
Green Energy Consultants, INC March 2009 - December 2014
Pro Energy Consultants April 2009 - March 2011
Fidelity Investments April 2006 - October 2008
Fidelity Investments March 1994 - October 2008
Fidelity Family Office Services 2003 - 2007
Fidelity Investments - Brokerage Systems 1994 - 2004
Skills
Software Development, Visio, Program Management, Software Project..., Business Analysis, Agile Methodologies, Requirements Analysis, Management, SDLC, Vendor Management, Quality Assurance, Project Management, Process Improvement, Project Portfolio..., Requirements Gathering
Education
Hawthorne College 1976 — 1978
BS, Bus and Behavoral Sci
St. Petersburg College 1973 — 1975
AA, Liberal Arts
Veritude February 2015 - Present
Green Energy Consultants, INC March 2009 - December 2014
Pro Energy Consultants April 2009 - March 2011
Fidelity Investments April 2006 - October 2008
Fidelity Investments March 1994 - October 2008
Fidelity Family Office Services 2003 - 2007
Fidelity Investments - Brokerage Systems 1994 - 2004
Skills
Software Development, Visio, Program Management, Software Project..., Business Analysis, Agile Methodologies, Requirements Analysis, Management, SDLC, Vendor Management, Quality Assurance, Project Management, Process Improvement, Project Portfolio..., Requirements Gathering
Education
Hawthorne College 1976 — 1978
BS, Bus and Behavoral Sci
St. Petersburg College 1973 — 1975
AA, Liberal Arts
Christopher Hoffarth's Fidelity Investments Experience October 2006 - November 2007
Job Retirement Plan Specialist at QCI Asset Management
Industry Financial Services
Experience
QCI Asset Management October 2013 - Present
Burke Group September 2011 - July 2013
First Niagara Benefits Consulting September 2008 - April 2011
Paychex November 2007 - August 2008
Fidelity Investments October 2006 - November 2007
Clark Consulting October 1999 - October 2006
T. Rowe Price 1996 - 1997
Skills
Employee Benefits, Mutual Funds, Series 63, Retirement, Pensions, Management, Employee Training
Education
State University of New York College at Brockport 1992 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
Greece Arcadia
QCI Asset Management October 2013 - Present
Burke Group September 2011 - July 2013
First Niagara Benefits Consulting September 2008 - April 2011
Paychex November 2007 - August 2008
Fidelity Investments October 2006 - November 2007
Clark Consulting October 1999 - October 2006
T. Rowe Price 1996 - 1997
Skills
Employee Benefits, Mutual Funds, Series 63, Retirement, Pensions, Management, Employee Training
Education
State University of New York College at Brockport 1992 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
Greece Arcadia
Michael Cashel's Fidelity Investments Experience 2012 - Present
Job SVP at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Gopal Reddy's Fidelity Investments Experience October 2012 - Present
Job Gardener
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments July 2001 - November 2012
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Hedge Funds, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Financial Analysis, Private Equity
Education
Stanford University 1997 — 2001
BA, Economics
Fidelity Investments October 2012 - Present
Fidelity Investments July 2001 - November 2012
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Hedge Funds, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Financial Analysis, Private Equity
Education
Stanford University 1997 — 2001
BA, Economics
Ginger Fanning's Fidelity Investments Experience January 1996 - February 1998
Job Senior Director, Advisor Relationship Management at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group February 2008 - Present
Putnam Investments February 1998 - February 2008
Fidelity Investments January 1996 - February 1998
Skills
Mutual Funds, Series 7, Separately Managed..., Asset Managment, Investments, Series 65, Wealth Management, Investment Advisory
Education
Saint Lawrence University 1982 — 1986
BA, Cum Laude, Economics and Art
Janus Capital Group February 2008 - Present
Putnam Investments February 1998 - February 2008
Fidelity Investments January 1996 - February 1998
Skills
Mutual Funds, Series 7, Separately Managed..., Asset Managment, Investments, Series 65, Wealth Management, Investment Advisory
Education
Saint Lawrence University 1982 — 1986
BA, Cum Laude, Economics and Art
Cheryl McLeod, CFP®'s Fidelity Investments Experience January 2014 - Present
Job Sr. Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments April 2013 - January 2014
Fidelity Investments July 2008 - April 2013
Fidelity Investments July 2006 - July 2008
H&R Block November 2002 - April 2006
Hewlett Packard Company April 1984 - December 1999
Watkins Johnson Company March 1982 - March 1984
Skills
Series 7, Series 9/10, Series 66
Education
University of California, Santa Cruz 2002 — 2003
Certificate of Achievement, Personal Financial Planning
Stanford University 1983 — 1987
Master of Science, Engineering Management
University of California, Berkeley 1977 — 1982
Bachelor of Science, Manufacturing Engineering
Fidelity Investments January 2014 - Present
Fidelity Investments April 2013 - January 2014
Fidelity Investments July 2008 - April 2013
Fidelity Investments July 2006 - July 2008
H&R Block November 2002 - April 2006
Hewlett Packard Company April 1984 - December 1999
Watkins Johnson Company March 1982 - March 1984
Skills
Series 7, Series 9/10, Series 66
Education
University of California, Santa Cruz 2002 — 2003
Certificate of Achievement, Personal Financial Planning
Stanford University 1983 — 1987
Master of Science, Engineering Management
University of California, Berkeley 1977 — 1982
Bachelor of Science, Manufacturing Engineering
Charrisse Hoffmann's Fidelity Investments Experience 2006 - January 2007
Job Credit Implementations Senior System Analyst, at PSCU
Industry Financial Services
Experience
PSCU June 2012 - Present
PSCU Financial Services 2007 - August 2012
Fidelity Investments 2006 - January 2007
Fidelity Investments 2000 - 2005
Skills
Credit Cards, Debit Cards, Payment Card Processing, Financial Services, Credit, SharePoint, Payments, Payment Systems, Process Improvement, Electronic Payments, Call Centers, Banking, Visio, Business Analysis, SDLC, Customer Service, Analysis, Requirements Gathering, Microsoft Project, Risk Management
Education
St. Petersburg College
Business, Business Administration and Management, General
PSCU June 2012 - Present
PSCU Financial Services 2007 - August 2012
Fidelity Investments 2006 - January 2007
Fidelity Investments 2000 - 2005
Skills
Credit Cards, Debit Cards, Payment Card Processing, Financial Services, Credit, SharePoint, Payments, Payment Systems, Process Improvement, Electronic Payments, Call Centers, Banking, Visio, Business Analysis, SDLC, Customer Service, Analysis, Requirements Gathering, Microsoft Project, Risk Management
Education
St. Petersburg College
Business, Business Administration and Management, General
Andrew Flessel's Fidelity Investments Experience August 2004 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Merrill Lynch February 2000 - August 2004
Hewlett-Packard 1992 - 2000
Hewlett-Packard 1987 - 1990
San Benito High School 1985 - 1987
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA
Stanford University 1986 — 1987
Teaching Credential, Mathematics
University of California, Davis 1981 — 1985
BS, Mathematics
Fidelity Investments August 2004 - Present
Merrill Lynch February 2000 - August 2004
Hewlett-Packard 1992 - 2000
Hewlett-Packard 1987 - 1990
San Benito High School 1985 - 1987
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA
Stanford University 1986 — 1987
Teaching Credential, Mathematics
University of California, Davis 1981 — 1985
BS, Mathematics
Melissa Almeida PMP ITIL, CSM, CSPO's Fidelity Investments Experience March 2003 - July 2007
Job Consultant Business Systems Analyst (Data Services)
Industry Information Services
Experience
EMC December 2010 - Present
Genzyme Genetics December 2008 - December 2010
Staples, Inc. July 2007 - December 2008
Patni Computer Systems February 1998 - July 2008
Fidelity Investments March 2003 - July 2007
GE Frankona Re, Folkestone, UK September 2000 - January 2003
GE Financial Assurance, Lynchburg, USA February 1998 - August 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, Business Analysis, Requirements Gathering, Software Project..., Business Intelligence, Visio, PMP, Data Modeling, Systems Analysis, Agile Methodologies, Business Requirements, Informatica, ETL, Vendor Management, Oracle, SQL, Business Process, Cross-functional Team..., Databases, Software Documentation, Testing
Education
St. Xavier's College 1994 — 1997
Bachelor of Science
Project Management Institute
PMP, Project Management
Scrum Alliance
Lean Six Sigma Certified Scrum Master, Agile/SCRUM
EMC December 2010 - Present
Genzyme Genetics December 2008 - December 2010
Staples, Inc. July 2007 - December 2008
Patni Computer Systems February 1998 - July 2008
Fidelity Investments March 2003 - July 2007
GE Frankona Re, Folkestone, UK September 2000 - January 2003
GE Financial Assurance, Lynchburg, USA February 1998 - August 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, Business Analysis, Requirements Gathering, Software Project..., Business Intelligence, Visio, PMP, Data Modeling, Systems Analysis, Agile Methodologies, Business Requirements, Informatica, ETL, Vendor Management, Oracle, SQL, Business Process, Cross-functional Team..., Databases, Software Documentation, Testing
Education
St. Xavier's College 1994 — 1997
Bachelor of Science
Project Management Institute
PMP, Project Management
Scrum Alliance
Lean Six Sigma Certified Scrum Master, Agile/SCRUM
Matt Miszkiewicz's Fidelity Investments Experience 2000 - 2004
Job Senior Data Analyst Team Leader Predictive Analytics at MAPFRE Insurance
Industry Information Technology and Services
Experience
MAPFRE October 2013 - Present
Mapfre 2008 - October 2013
Diversified Investment Advisors (Actuarial Consulting Group) 2004 - 2008
Fidelity Investments 2000 - 2004
Skills
Business Analysis, Data Analysis, Strategic Planning, Market Analysis, Cost/Benefit Analysis, Financial Analysis, M&A analysis, Needs Assessment, Pension Administration, Systems Analysis, Resource Allocation, Statistical Data..., System Architecture, Data Warehousing, IT Strategy, Process Improvement, Software Development, Deployment/Migrations, QA/Testing, eCommerce, Project Management, Team Leadership, Team Motivation, Outsourcing, Vendor Relationships, Client Relations Skills, Presentations, Compensation & Benefits..., Oracle 10g SQL..., Oracle 10g PL/SQL, Crystal Report Writer, Pentabs/Quantec, ACTI, Datair, FDP, Alltell CPI Servicing..., Altell Passport Query..., Advanced Query Tool, Visual Basic, Benexcel, Lynchval, ProAdmin, ProVal, ReqPro, RFT, MBMS Secondary System, Fitech, Passport SQL, Visual FoxPro 6.0, Microsoft Office
Education
Nichols College, Webster, MA 2008 — 2010
Master of Business Administration (MBA), Focus on economics, GPA 3.85
State University of New York at Buffalo - School of Management
Bachelor's degree, Business Administration
MAPFRE October 2013 - Present
Mapfre 2008 - October 2013
Diversified Investment Advisors (Actuarial Consulting Group) 2004 - 2008
Fidelity Investments 2000 - 2004
Skills
Business Analysis, Data Analysis, Strategic Planning, Market Analysis, Cost/Benefit Analysis, Financial Analysis, M&A analysis, Needs Assessment, Pension Administration, Systems Analysis, Resource Allocation, Statistical Data..., System Architecture, Data Warehousing, IT Strategy, Process Improvement, Software Development, Deployment/Migrations, QA/Testing, eCommerce, Project Management, Team Leadership, Team Motivation, Outsourcing, Vendor Relationships, Client Relations Skills, Presentations, Compensation & Benefits..., Oracle 10g SQL..., Oracle 10g PL/SQL, Crystal Report Writer, Pentabs/Quantec, ACTI, Datair, FDP, Alltell CPI Servicing..., Altell Passport Query..., Advanced Query Tool, Visual Basic, Benexcel, Lynchval, ProAdmin, ProVal, ReqPro, RFT, MBMS Secondary System, Fitech, Passport SQL, Visual FoxPro 6.0, Microsoft Office
Education
Nichols College, Webster, MA 2008 — 2010
Master of Business Administration (MBA), Focus on economics, GPA 3.85
State University of New York at Buffalo - School of Management
Bachelor's degree, Business Administration
Sharon Stehman's Fidelity Investments Experience February 1999 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1999 - Present
Fidelity Investments 1995 - January 1999
Education
St. Lawrence University
Fidelity Investments February 1999 - Present
Fidelity Investments 1995 - January 1999
Education
St. Lawrence University
Maggie Ren-Dang's Fidelity Investments Experience January 2002 - June 2008
Job Accounting Analyst at former employer IBM Corporation
Industry Accounting
Experience
Mindspark Interactive Network, Inc. November 2013 - Present
IBM June 2008 - March 2012
Fidelity Investments January 2002 - June 2008
IBM January 2001 - August 2001
SUNY New Paltz June 1998 - December 2000
The City of New York June 2000 - August 2000
Skills
Account Reconciliation, Accounting, Accruals, Analysis, Auditing, General Ledger, Invoicing, Journal Entries, Microsoft Excel, Process Improvement, SAP, Sarbanes-Oxley Act, Tax
Education
SUNY New Paltz 1999 — 2001
MBA, Finance
Mindspark Interactive Network, Inc. November 2013 - Present
IBM June 2008 - March 2012
Fidelity Investments January 2002 - June 2008
IBM January 2001 - August 2001
SUNY New Paltz June 1998 - December 2000
The City of New York June 2000 - August 2000
Skills
Account Reconciliation, Accounting, Accruals, Analysis, Auditing, General Ledger, Invoicing, Journal Entries, Microsoft Excel, Process Improvement, SAP, Sarbanes-Oxley Act, Tax
Education
SUNY New Paltz 1999 — 2001
MBA, Finance
Terence O'Brian's Fidelity Investments Experience September 2000 - February 2009
Job RCC Processor II at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank August 2013 - Present
Aerotek May 2012 - August 2013
SallieMae December 2010 - May 2012
Fidelity Investments September 2000 - February 2009
Citibank October 1998 - September 2000
Citibank(Student Loan Corporation) April 1996 - October 1998
Skills
Customer Service, Financial Services, Leadership, Sales, Finance, Team Building, Strategic Planning, Securities
Education
State University of New York College at Brockport 1984 — 1988
BS, Business Administration
Fifth Third Bank August 2013 - Present
Aerotek May 2012 - August 2013
SallieMae December 2010 - May 2012
Fidelity Investments September 2000 - February 2009
Citibank October 1998 - September 2000
Citibank(Student Loan Corporation) April 1996 - October 1998
Skills
Customer Service, Financial Services, Leadership, Sales, Finance, Team Building, Strategic Planning, Securities
Education
State University of New York College at Brockport 1984 — 1988
BS, Business Administration
Dale Gilpin's Fidelity Investments Experience January 2005 - December 2010
Job Experienced Real Estate Executive
Industry Real Estate
Experience
CB Richard Ellis January 2011 - January 2014
Fidelity Investments January 2005 - December 2010
Fidelity Investments April 2004 - January 2005
Fidelity Investments April 1998 - April 2004
Fidelity Investments April 1996 - February 1999
Fidelity Investments March 1993 - April 1996
Skills
Strategic Planning, Project Management, Financial Services, Vendor Management, Process Improvement, Strategy, New Business Development, Business Development, Management, Facilities Management, Program Management, Team Building, CRM, Contract Negotiation, Corporate Real Estate, Leadership, Negotiation, Outsourcing, Contract Management, Budgets, Operations Management, Mergers & Acquisitions
Education
Suffolk University - Sawyer School of Management 2000 — 2001
EMBA, Business Administration/Finance
State University of New York College at Brockport 1981 — 1984
Bachelor of Science (BS), Business Administration/Marketing
CB Richard Ellis January 2011 - January 2014
Fidelity Investments January 2005 - December 2010
Fidelity Investments April 2004 - January 2005
Fidelity Investments April 1998 - April 2004
Fidelity Investments April 1996 - February 1999
Fidelity Investments March 1993 - April 1996
Skills
Strategic Planning, Project Management, Financial Services, Vendor Management, Process Improvement, Strategy, New Business Development, Business Development, Management, Facilities Management, Program Management, Team Building, CRM, Contract Negotiation, Corporate Real Estate, Leadership, Negotiation, Outsourcing, Contract Management, Budgets, Operations Management, Mergers & Acquisitions
Education
Suffolk University - Sawyer School of Management 2000 — 2001
EMBA, Business Administration/Finance
State University of New York College at Brockport 1981 — 1984
Bachelor of Science (BS), Business Administration/Marketing
David Busselman's Fidelity Investments Experience April 2013 - January 2015
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Fidelity Investments April 2013 - January 2015
Fidelity Investments August 2007 - May 2010
Skills
Series 7, Investments, Retirement Planning, Retirement, Series 63, Mutual Funds, Financial Planning, Leadership, Asset Allocation
Education
St. Olaf College 2001 — 2004
2004, Economics
Prior Lake High School 1996 — 2000
Charles Schwab February 2015 - Present
Fidelity Investments April 2013 - January 2015
Fidelity Investments August 2007 - May 2010
Skills
Series 7, Investments, Retirement Planning, Retirement, Series 63, Mutual Funds, Financial Planning, Leadership, Asset Allocation
Education
St. Olaf College 2001 — 2004
2004, Economics
Prior Lake High School 1996 — 2000
Bud Mauger's Fidelity Investments Experience July 2015 - Present
Job Regional VP Planning and Guidance at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Horan Capital and Schiavi and Dattani January 2012 - Present
Fidelity Investments September 2002 - January 2012
Merrill Lynch August 1998 - September 2002
Prudential Financial September 1996 - August 1998
Education
St. Mary's College of Maryland
BA, Econonmics
Fidelity Investments July 2015 - Present
Horan Capital and Schiavi and Dattani January 2012 - Present
Fidelity Investments September 2002 - January 2012
Merrill Lynch August 1998 - September 2002
Prudential Financial September 1996 - August 1998
Education
St. Mary's College of Maryland
BA, Econonmics
Phil Hyman, CFA's Fidelity Investments Experience May 1999 - January 2007
Job Vice President Manager of Performance Analysis at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2010 - Present
Prime, Buchholz & Associates February 2007 - November 2010
Fidelity Investments May 1999 - January 2007
State Street Global Advisors 1994 - 1995
Skills
Mutual Funds, Hedge Funds, Investments, Bloomberg, ETFs, Asset Managment, Investment Strategies, Portfolio Management, Investment Advisory, Equity Research, Valuation, Bloomberg Terminal, Wealth Management, Asset Allocation, Performance Attribution, Fixed Income, Performance Measurement, Financial Analysis, Alternative Investments, Equities, Bonds, Asset Management, Derivatives, Financial Markets, Financial Services, Investment Management, Private Equity, Securities
Education
University of New Haven 1991 — 1992
MBA
State University of New York at New Paltz 1986 — 1990
BS, Psychology
BNY Mellon November 2010 - Present
Prime, Buchholz & Associates February 2007 - November 2010
Fidelity Investments May 1999 - January 2007
State Street Global Advisors 1994 - 1995
Skills
Mutual Funds, Hedge Funds, Investments, Bloomberg, ETFs, Asset Managment, Investment Strategies, Portfolio Management, Investment Advisory, Equity Research, Valuation, Bloomberg Terminal, Wealth Management, Asset Allocation, Performance Attribution, Fixed Income, Performance Measurement, Financial Analysis, Alternative Investments, Equities, Bonds, Asset Management, Derivatives, Financial Markets, Financial Services, Investment Management, Private Equity, Securities
Education
University of New Haven 1991 — 1992
MBA
State University of New York at New Paltz 1986 — 1990
BS, Psychology
Andrew Alvarez, CFP®'s Fidelity Investments Experience November 2014 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments May 2012 - Present
Fidelity Investments November 2010 - May 2012
Fidelity Investments July 2008 - November 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, Series 63, Series 65, Certified Financial...
Education
St. Lawrence University 2004 — 2008
B.A., Economics
Fidelity Investments November 2014 - Present
Fidelity Investments May 2012 - Present
Fidelity Investments November 2010 - May 2012
Fidelity Investments July 2008 - November 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, Series 63, Series 65, Certified Financial...
Education
St. Lawrence University 2004 — 2008
B.A., Economics
Craig Brown, CFP®'s Fidelity Investments Experience April 2006 - Present
Job Regional Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Skills
401k, Asset Allocation, Customer Service, Leadership, Process Improvement, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial...
Education
State University of New York College at Brockport
Bachelor of Science
Fidelity Investments April 2006 - Present
Skills
401k, Asset Allocation, Customer Service, Leadership, Process Improvement, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial...
Education
State University of New York College at Brockport
Bachelor of Science
Bob Litle's Fidelity Investments Experience January 1998 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1998 - Present
IBM Corporation 1988 - 1998
Education
Stanford University
BA, Economics
Fidelity Investments January 1998 - Present
IBM Corporation 1988 - 1998
Education
Stanford University
BA, Economics
jayne cohen's Fidelity Investments Experience January 2003 - June 2008
Job
Industry
Experience
IBM July 2008 - June 2009
Fidelity Investments January 2003 - June 2008
IBM Global Process Services January 1974 - December 2002
Education
SUNY New Paltz
BS, Psychology
IBM July 2008 - June 2009
Fidelity Investments January 2003 - June 2008
IBM Global Process Services January 1974 - December 2002
Education
SUNY New Paltz
BS, Psychology
Brian Crowley's Fidelity Investments Experience July 2007 - March 2008
Job Associate, Prime Finance Sales at Citi
Industry Financial Services
Experience
Citi September 2012 - Present
Citi December 2009 - September 2012
Investors Capital March 2008 - December 2009
Fidelity Investments July 2007 - March 2008
Skills
Series 7, Equities, Series 63, Finance, Series 24, Series 4, Bloomberg, Securities
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, Economics
Citi September 2012 - Present
Citi December 2009 - September 2012
Investors Capital March 2008 - December 2009
Fidelity Investments July 2007 - March 2008
Skills
Series 7, Equities, Series 63, Finance, Series 24, Series 4, Bloomberg, Securities
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, Economics
Paul Genosky's Fidelity Investments Experience January 2011 - July 2011
Job Business Analyst , BSA , Developer at Beta Systems Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters / Beta Systems October 2012 - Present
Target April 2012 - September 2012
RBC Wealth Management August 2011 - March 2012
Fidelity Investments January 2011 - July 2011
RBC Wealth Management May 2008 - December 2010
Fidelity Investments January 2007 - May 2008
RBC Wealth Management June 2000 - December 2006
Ameriprise Financial Services, Inc. August 1988 - October 1999
Skills
Mainframe, Software Development, Technical Analysis, Business Analysis, Technical Design, Technical Project..., SDLC, Requirements Gathering, Quality Assurance, Consulting, DB2
Education
St. Olaf College 1978 — 1982
BA, Math, History
Thomson Reuters / Beta Systems October 2012 - Present
Target April 2012 - September 2012
RBC Wealth Management August 2011 - March 2012
Fidelity Investments January 2011 - July 2011
RBC Wealth Management May 2008 - December 2010
Fidelity Investments January 2007 - May 2008
RBC Wealth Management June 2000 - December 2006
Ameriprise Financial Services, Inc. August 1988 - October 1999
Skills
Mainframe, Software Development, Technical Analysis, Business Analysis, Technical Design, Technical Project..., SDLC, Requirements Gathering, Quality Assurance, Consulting, DB2
Education
St. Olaf College 1978 — 1982
BA, Math, History
Steven Vargo's Fidelity Investments Experience April 2013 - Present
Job Registered Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
GeoGrain August 2012 - April 2013
Janney Montgomery Scott June 2012 - August 2012
High Peaks Cyclery June 2011 - July 2012
New York Ski Educational Foundation November 2011 - March 2012
Skills
Financial Analysis, Investments, Financial Modeling, Banking, Portfolio Management, Economics, Equities, Corporate Finance, Risk Management, Valuation, Fixed Income, Capital Markets, Strategic Financial..., Asset Managment, Bloomberg
Education
St. Lawrence University 2007 — 2011
Bachelor of Science (BS), Economics
Fidelity Investments April 2013 - Present
GeoGrain August 2012 - April 2013
Janney Montgomery Scott June 2012 - August 2012
High Peaks Cyclery June 2011 - July 2012
New York Ski Educational Foundation November 2011 - March 2012
Skills
Financial Analysis, Investments, Financial Modeling, Banking, Portfolio Management, Economics, Equities, Corporate Finance, Risk Management, Valuation, Fixed Income, Capital Markets, Strategic Financial..., Asset Managment, Bloomberg
Education
St. Lawrence University 2007 — 2011
Bachelor of Science (BS), Economics
Beth Mans's Fidelity Investments Experience August 2008 - July 2011
Job Compliance Verification Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Boeing July 2011 - October 2011
Fidelity Investments August 2008 - July 2011
Fidelity Investments May 2007 - August 2008
Craig Jackson & Partners Inc August 2006 - April 2007
Skills
I-9 Compliance, International..., Visas, Staffing Services, Employee Orientations, Processing, Process Improvement
Education
Webster University 2005 — 2006
Bachelor's degree, Business Management - Human Resources
St. Louis Community College 2002 — 2004
Associate's degree, Business Administration
Edward Jones October 2011 - Present
Boeing July 2011 - October 2011
Fidelity Investments August 2008 - July 2011
Fidelity Investments May 2007 - August 2008
Craig Jackson & Partners Inc August 2006 - April 2007
Skills
I-9 Compliance, International..., Visas, Staffing Services, Employee Orientations, Processing, Process Improvement
Education
Webster University 2005 — 2006
Bachelor's degree, Business Management - Human Resources
St. Louis Community College 2002 — 2004
Associate's degree, Business Administration
Lauren Biggers's Fidelity Investments Experience October 2004 - September 2012
Job Sr. Legal Secretary at Edward Jones
Industry Executive Office
Experience
Edward Jones July 2013 - Present
Executive Business Solutions 2012 - April 2013
Fidelity Investments October 2004 - September 2012
Ford Motor Company May 2002 - October 2004
Skills
Administrative..., Leadership, Time Management, Project Management, Process Scheduler, Calendars, Interviews, Call Centers, Community Outreach, Travel Management, Executive Support
Education
Thomas More College 2006 — 2007
Associate's degree, Business Administration and Management, General
St. Petersburg College 1988 — 1989
Associate's degree, General Studies
Edward Jones July 2013 - Present
Executive Business Solutions 2012 - April 2013
Fidelity Investments October 2004 - September 2012
Ford Motor Company May 2002 - October 2004
Skills
Administrative..., Leadership, Time Management, Project Management, Process Scheduler, Calendars, Interviews, Call Centers, Community Outreach, Travel Management, Executive Support
Education
Thomas More College 2006 — 2007
Associate's degree, Business Administration and Management, General
St. Petersburg College 1988 — 1989
Associate's degree, General Studies
David Boon's Fidelity Investments Experience August 1995 - July 1997
Job CFO at Cedar Capital
Industry Investment Management
Experience
Cedar Capital September 2013 - Present
Putnam Investments July 2000 - September 2013
State Street July 1997 - July 2000
Fidelity Investments August 1995 - July 1997
Oliver Wyman July 1993 - August 1995
Deutsche Bank June 1992 - August 1992
Balfour McLaine April 1990 - March 1991
Drexel Burnham Lambert May 1986 - April 1990
Bank of America June 1984 - May 1986
Bank of America July 1981 - May 1984
Education
University of Pennsylvania 1991 — 1993
Master of Arts (M.A.), International/Global Studies - German
Wharton Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Decision Sciences, Palmer Scholar (Top 5% of Class)
Stanford University 1978 — 1981
Bachelor of Arts (B.A.), Economics, Honors (Completed studies in three years)
Cedar Capital September 2013 - Present
Putnam Investments July 2000 - September 2013
State Street July 1997 - July 2000
Fidelity Investments August 1995 - July 1997
Oliver Wyman July 1993 - August 1995
Deutsche Bank June 1992 - August 1992
Balfour McLaine April 1990 - March 1991
Drexel Burnham Lambert May 1986 - April 1990
Bank of America June 1984 - May 1986
Bank of America July 1981 - May 1984
Education
University of Pennsylvania 1991 — 1993
Master of Arts (M.A.), International/Global Studies - German
Wharton Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Decision Sciences, Palmer Scholar (Top 5% of Class)
Stanford University 1978 — 1981
Bachelor of Arts (B.A.), Economics, Honors (Completed studies in three years)
Adam McLellan's Fidelity Investments Experience January 2006 - November 2014
Job AVP at Merrill Lynch
Industry
Experience
Fidelity Investments January 2006 - November 2014
Skills
Financial Services
Education
State University of New York College at Brockport
BS, Business Administration and Management, General
Fidelity Investments January 2006 - November 2014
Skills
Financial Services
Education
State University of New York College at Brockport
BS, Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank