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
Art Brunson, CFP® Art Brunson, CFP®'s Fidelity Investments Experience March 1986 - October 1997
Job Investment Manager & Owner, ADB Capital Management
Industry Financial Services
Experience
ADB Capital Management 2005 - Present
Charles Schwab November 1997 - October 2005
Fidelity Investments March 1986 - October 1997
Skills
Asset Management, Financial Planning, Retirement Plan..., Retirement Planning, Investment Advisory, Qualified Retirement..., Strategic Financial..., Asset Managment, Wealth Management
Education
Stephen F. Austin State University 1981 — 1985
BBA
ADB Capital Management 2005 - Present
Charles Schwab November 1997 - October 2005
Fidelity Investments March 1986 - October 1997
Skills
Asset Management, Financial Planning, Retirement Plan..., Retirement Planning, Investment Advisory, Qualified Retirement..., Strategic Financial..., Asset Managment, Wealth Management
Education
Stephen F. Austin State University 1981 — 1985
BBA
Amanda Armbruster Amanda Armbruster's Fidelity Investments Experience June 2015 - August 2015
Job Community Service Assistant at Center for Community
Industry Accounting
Experience
SUNY Geneseo November 2014 - Present
Fidelity Investments June 2015 - August 2015
Town of Babylon, Comptroller's Office December 2014 - February 2015
Gilgo Beach, NY May 2013 - August 2013
All County Pavement Maintenance, Inc. June 2012 - August 2013
Skills
Accounting, Leadership, Microsoft Word, Microsoft Excel, Public Speaking, Team Building, Customer Service, Organization, Process Scheduler, Spanish, Communication
Education
State University of New York College at Geneseo 2012 — 2016
Bachelor of Science (B.S.), Accounting
SUNY Geneseo November 2014 - Present
Fidelity Investments June 2015 - August 2015
Town of Babylon, Comptroller's Office December 2014 - February 2015
Gilgo Beach, NY May 2013 - August 2013
All County Pavement Maintenance, Inc. June 2012 - August 2013
Skills
Accounting, Leadership, Microsoft Word, Microsoft Excel, Public Speaking, Team Building, Customer Service, Organization, Process Scheduler, Spanish, Communication
Education
State University of New York College at Geneseo 2012 — 2016
Bachelor of Science (B.S.), Accounting
Diane Forgione Diane Forgione's Fidelity Investments Experience July 2013 - October 2013
Job Administrative Assistant at GfK Custom Research North America
Industry Market Research
Experience
GfK Custom Research North America January 2014 - Present
Fidelity Investments July 2013 - October 2013
Fidelity Investments December 2009 - July 2013
The Reserve December 2005 - October 2008
JPMorgan Chase September 2001 - December 2005
Skills
Myers-Briggs Certified, Event Planning, Series 63, Series 6, CRM, Financial Services, Banking, Mutual Funds, MS Excel Pivot Tables, PowerPoint, Microsoft Excel, Outlook, Visio, Employee Engagement, HRIS, Human Resources, Microsoft Word, Editing, Proofreading, Writing, Marketing
Education
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Early Childhood Education and Teaching
Islip High School - Islip, New York
GfK Custom Research North America January 2014 - Present
Fidelity Investments July 2013 - October 2013
Fidelity Investments December 2009 - July 2013
The Reserve December 2005 - October 2008
JPMorgan Chase September 2001 - December 2005
Skills
Myers-Briggs Certified, Event Planning, Series 63, Series 6, CRM, Financial Services, Banking, Mutual Funds, MS Excel Pivot Tables, PowerPoint, Microsoft Excel, Outlook, Visio, Employee Engagement, HRIS, Human Resources, Microsoft Word, Editing, Proofreading, Writing, Marketing
Education
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Early Childhood Education and Teaching
Islip High School - Islip, New York
Jason Helton Jason Helton's Fidelity Investments Experience June 2013 - March 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Bank of America June 2014 - Present
Edward Jones March 2014 - June 2014
Fidelity Investments June 2013 - March 2014
Apple December 2011 - June 2013
Target June 2006 - December 2011
Skills
Series 7, series 66, Series 63, Sales, Account Management, Customer Service, Coaching, Team Building, Marketing, Leadership, Public Speaking, Sales Management, Small Business
Education
Stephen F. Austin State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), management
Merrill Lynch February 2015 - Present
Bank of America June 2014 - Present
Edward Jones March 2014 - June 2014
Fidelity Investments June 2013 - March 2014
Apple December 2011 - June 2013
Target June 2006 - December 2011
Skills
Series 7, series 66, Series 63, Sales, Account Management, Customer Service, Coaching, Team Building, Marketing, Leadership, Public Speaking, Sales Management, Small Business
Education
Stephen F. Austin State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), management
Aaron Cherry, MBA,CFP® Aaron Cherry, MBA,CFP®'s Fidelity Investments Experience January 2001 - October 2005
Job Senior Wealth Manager, USAA
Industry Financial Services
Experience
USAA 2011 - Present
Helmsman Financial April 2007 - April 2011
Fidelity Investments January 2001 - October 2005
Fidelity Investments 2001 - 2004
Skills
Investments, Estate Planning, Retirement, Series 7, Insurance, Financial Planning, Retirement Planning, Portfolio Management, Financial Analysis, Wealth Management, Strategic Financial..., Risk Management, 401k, Wealth, Financial Advisory, Mutual Funds, Investment Advisory, Wealth Management...
Education
American College 2011 — 2013
Chartered Financial Consultant
Canon Financial Institute 2012 — 2012
Certified Wealth Strategist
American College 2009 — 2011
Certified Financial Planner
The University of Dallas 2002 — 2004
M.B.A., Managment
Stephen F. Austin State University 1995 — 1999
B.B.A, Marketing
USAA 2011 - Present
Helmsman Financial April 2007 - April 2011
Fidelity Investments January 2001 - October 2005
Fidelity Investments 2001 - 2004
Skills
Investments, Estate Planning, Retirement, Series 7, Insurance, Financial Planning, Retirement Planning, Portfolio Management, Financial Analysis, Wealth Management, Strategic Financial..., Risk Management, 401k, Wealth, Financial Advisory, Mutual Funds, Investment Advisory, Wealth Management...
Education
American College 2011 — 2013
Chartered Financial Consultant
Canon Financial Institute 2012 — 2012
Certified Wealth Strategist
American College 2009 — 2011
Certified Financial Planner
The University of Dallas 2002 — 2004
M.B.A., Managment
Stephen F. Austin State University 1995 — 1999
B.B.A, Marketing
Mitchell Baker Mitchell Baker's Fidelity Investments Experience September 2011 - August 2014
Job Financial Systems Analyst at Haynes and Boone, LLP
Industry Financial Services
Experience
Haynes and Boone, LLP August 2014 - Present
Fidelity Investments September 2011 - August 2014
Mathnasium - The Math Learning Center January 2011 - September 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Access, SAS, Financial Modeling, Project Management, Benefits Administration, Pension Administration, Outlook, Microsoft Office 2007, Accounting, VBA, Macro, Financial Calculations, Time Value of Money, Marketing Research, Portfolio Management, Tennis, Economics, Communication, Java, Financial Analysis
Education
The University of Texas at Arlington 2012 — 2015
Master's Degree, Finance, General
The University of Texas at Arlington 2012 — 2014
Master of Business Administration (MBA), Finance, General
Stephen F. Austin State University 2006 — 2011
Bachelor of Science (BS), Mathematics Teacher Education
Haynes and Boone, LLP August 2014 - Present
Fidelity Investments September 2011 - August 2014
Mathnasium - The Math Learning Center January 2011 - September 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Access, SAS, Financial Modeling, Project Management, Benefits Administration, Pension Administration, Outlook, Microsoft Office 2007, Accounting, VBA, Macro, Financial Calculations, Time Value of Money, Marketing Research, Portfolio Management, Tennis, Economics, Communication, Java, Financial Analysis
Education
The University of Texas at Arlington 2012 — 2015
Master's Degree, Finance, General
The University of Texas at Arlington 2012 — 2014
Master of Business Administration (MBA), Finance, General
Stephen F. Austin State University 2006 — 2011
Bachelor of Science (BS), Mathematics Teacher Education
Corvin Doyle Corvin Doyle's Fidelity Investments Experience 1987 - 1991
Job IT Professional
Industry Financial Services
Experience
IT consultant Self Employed October 1987 - Present
Fidelity Investments 1987 - 1991
Skills
Disaster Recovery, Windows 7, VMware, IT Management, SQL, System Administration, Troubleshooting, Windows XP, Technical Support, SDLC, DNS, Business Analysis, Virtualization
Education
Stephen F. Austin State University 1982 — 1984
Bachelor of Science (BS), Computer Science, 3.56
Texas A&M University 1980 — 1981
IT consultant Self Employed October 1987 - Present
Fidelity Investments 1987 - 1991
Skills
Disaster Recovery, Windows 7, VMware, IT Management, SQL, System Administration, Troubleshooting, Windows XP, Technical Support, SDLC, DNS, Business Analysis, Virtualization
Education
Stephen F. Austin State University 1982 — 1984
Bachelor of Science (BS), Computer Science, 3.56
Texas A&M University 1980 — 1981
Michael Dvorkin Michael Dvorkin's Fidelity Investments Experience July 1995 - May 2010
Job Managing Partner Fortius Financial Advisors
Industry Financial Services
Experience
Fortius Financial Advisors May 2010 - Present
Fidelity Investments July 1995 - May 2010
Skills
Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Series 65, Series 7, Series 9/10, Life Insurance/Annuities, Portfolio Management, Fixed Income, Financial Advisory, Separately Managed..., Bonds, Bloomberg, Relationship Management, Investments, FINRA, Risk Management, Series 63, Securities, Alternative Investments, ETFs, Investment Strategies, Hedge Funds, Investment Management, Equities
Education
State University of New York College at Plattsburgh 1989 — 1993
BS, Economics - Concentration in Finance
Fortius Financial Advisors May 2010 - Present
Fidelity Investments July 1995 - May 2010
Skills
Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Series 65, Series 7, Series 9/10, Life Insurance/Annuities, Portfolio Management, Fixed Income, Financial Advisory, Separately Managed..., Bonds, Bloomberg, Relationship Management, Investments, FINRA, Risk Management, Series 63, Securities, Alternative Investments, ETFs, Investment Strategies, Hedge Funds, Investment Management, Equities
Education
State University of New York College at Plattsburgh 1989 — 1993
BS, Economics - Concentration in Finance
Ralph Valente Ralph Valente's Fidelity Investments Experience 1997 - 1998
Job Marketing Consultant at Blue Hills Bank
Industry Financial Services
Experience
RV Marketing January 2014 - May 2015
Rockland Trust May 2008 - November 2013
Network Health 2005 - 2008
Bank of America 2004 - 2005
Fleet/Fleet Boston Corp. 1999 - 2004
Fidelity Investments 1997 - 1998
Liberty Mutual 1991 - 1997
Skills
Strategic Planning, Direct Marketing, Marketing Strategy, Public Relations, Segmentation, Marketing Communications, Competitive Analysis, Market Research, Product Marketing, Budgeting, Market Planning, Online Marketing, Advertising, Marketing Management, Business Strategy, Integrated Marketing, Team Building, Promotions, Social Media Marketing, Cross-functional Team..., Strategy Development, Team Leadership, Banking, Event Management, Budgets, Strategy, Management, Lead Generation, Analysis, Email Marketing, Brand Management, Digital Marketing, Marketing, Leadership
Education
General Assembly Digital Marketing
Graduate School of Retail Bank Management, Consumer Bankers Association
State University of New York College at Oneonta
Bachelor of Science (BS), English Literature and Journalism
RV Marketing January 2014 - May 2015
Rockland Trust May 2008 - November 2013
Network Health 2005 - 2008
Bank of America 2004 - 2005
Fleet/Fleet Boston Corp. 1999 - 2004
Fidelity Investments 1997 - 1998
Liberty Mutual 1991 - 1997
Skills
Strategic Planning, Direct Marketing, Marketing Strategy, Public Relations, Segmentation, Marketing Communications, Competitive Analysis, Market Research, Product Marketing, Budgeting, Market Planning, Online Marketing, Advertising, Marketing Management, Business Strategy, Integrated Marketing, Team Building, Promotions, Social Media Marketing, Cross-functional Team..., Strategy Development, Team Leadership, Banking, Event Management, Budgets, Strategy, Management, Lead Generation, Analysis, Email Marketing, Brand Management, Digital Marketing, Marketing, Leadership
Education
General Assembly Digital Marketing
Graduate School of Retail Bank Management, Consumer Bankers Association
State University of New York College at Oneonta
Bachelor of Science (BS), English Literature and Journalism
Neil Simon Neil Simon's Fidelity Investments Experience February 1991 - March 1992
Job Senior Software Engineer
Industry Computer Software
Experience
Integral Consulting Inc. November 2011 - Present
Geomega February 2009 - October 2011
Occipital July 2011 - September 2011
Solidcode November 2003 - January 2009
Independent Storage Corporation January 2001 - September 2003
BindView Development Corporation December 1997 - April 2000
Interphase Corporation October 1995 - December 1997
Saber Software Corporation April 1993 - October 1995
Intellicall March 1992 - April 1993
Fidelity Investments February 1991 - March 1992
Skills
PHP, Bash, Linux, System Architecture, PostgreSQL, Backend Development, Cloud Computing, Telephony, API Development, WordPress, Software Engineering, Software Development, Web Applications, Android, Apache, Databases, REST, Subversion, Git
Education
University of Colorado at Boulder 2003 — 2004
Electrical and Computer Engineering
Stephen F. Austin State University 1983 — 1987
BS, Computer Science
Integral Consulting Inc. November 2011 - Present
Geomega February 2009 - October 2011
Occipital July 2011 - September 2011
Solidcode November 2003 - January 2009
Independent Storage Corporation January 2001 - September 2003
BindView Development Corporation December 1997 - April 2000
Interphase Corporation October 1995 - December 1997
Saber Software Corporation April 1993 - October 1995
Intellicall March 1992 - April 1993
Fidelity Investments February 1991 - March 1992
Skills
PHP, Bash, Linux, System Architecture, PostgreSQL, Backend Development, Cloud Computing, Telephony, API Development, WordPress, Software Engineering, Software Development, Web Applications, Android, Apache, Databases, REST, Subversion, Git
Education
University of Colorado at Boulder 2003 — 2004
Electrical and Computer Engineering
Stephen F. Austin State University 1983 — 1987
BS, Computer Science
Chris Finch Chris Finch's Fidelity Investments Experience 1999 - 2002
Job Divsional Vice President at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial January 2013 - Present
John Hancock Funds July 2002 - December 2012
Fidelity Investments 1999 - 2002
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Fixed Annuities, Wealth Management, Asset Allocation, Series 6, Retirement, Financial Services, Alternative Investments, Asset Management, Separately Managed..., Sales, Securities, Public Speaking, Event Planning, 401k, Series 65, Sales Management, Series 24, Investment Advisory
Education
Sparta High School
State University of New York Empire State College
Nationwide Financial January 2013 - Present
John Hancock Funds July 2002 - December 2012
Fidelity Investments 1999 - 2002
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Fixed Annuities, Wealth Management, Asset Allocation, Series 6, Retirement, Financial Services, Alternative Investments, Asset Management, Separately Managed..., Sales, Securities, Public Speaking, Event Planning, 401k, Series 65, Sales Management, Series 24, Investment Advisory
Education
Sparta High School
State University of New York Empire State College
Preston Hervey Preston Hervey's Fidelity Investments Experience April 2015 - Present
Job Talent Acquisition Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments April 2015 - Present
Trend Micro July 2013 - April 2015
Vendor Resource Management August 2009 - May 2013
CoreLogic (formerly First American) May 2009 - August 2009
PHC September 2008 - August 2009
Hewitt Associates July 2006 - July 2008
Nokia February 2000 - June 2006
Sprint Paranet September 1998 - February 2000
Aerotek 1996 - 1998
Skills
Interviewing, Performance Management, Direct Sourcing, SAP R/3, FIRO-B, Job Coaching, Sourcing, Personnel Management, MBTI, Taleo, Behavioral Interviewing, Employee Relations, Organizational..., Interviews, Talent Management, Deferred Compensation, Succession Planning, Leadership, Recruiting, Management, Workforce Planning, Vendor Management, Human Resources, Process Improvement, Business Development, Temporary Placement, Employee Benefits, Strategy, Training, HR Policies, Hiring, Change Management, Onboarding, Team Building, Payroll, Talent Acquisition, Applicant Tracking..., Employment Law, HRIS, Employee Engagement, CRM, Internet Recruiting, PeopleSoft, College Recruiting, Outsourcing, Employee Training, Technical Recruiting, Executive Search, Consulting, Contract Recruitment
Education
Stephen F. Austin State University 1992 — 1996
BA, Communications
Fidelity Investments April 2015 - Present
Trend Micro July 2013 - April 2015
Vendor Resource Management August 2009 - May 2013
CoreLogic (formerly First American) May 2009 - August 2009
PHC September 2008 - August 2009
Hewitt Associates July 2006 - July 2008
Nokia February 2000 - June 2006
Sprint Paranet September 1998 - February 2000
Aerotek 1996 - 1998
Skills
Interviewing, Performance Management, Direct Sourcing, SAP R/3, FIRO-B, Job Coaching, Sourcing, Personnel Management, MBTI, Taleo, Behavioral Interviewing, Employee Relations, Organizational..., Interviews, Talent Management, Deferred Compensation, Succession Planning, Leadership, Recruiting, Management, Workforce Planning, Vendor Management, Human Resources, Process Improvement, Business Development, Temporary Placement, Employee Benefits, Strategy, Training, HR Policies, Hiring, Change Management, Onboarding, Team Building, Payroll, Talent Acquisition, Applicant Tracking..., Employment Law, HRIS, Employee Engagement, CRM, Internet Recruiting, PeopleSoft, College Recruiting, Outsourcing, Employee Training, Technical Recruiting, Executive Search, Consulting, Contract Recruitment
Education
Stephen F. Austin State University 1992 — 1996
BA, Communications
Thomas Heath, PMP Thomas Heath, PMP's Fidelity Investments Experience January 2008 - February 2009
Job Vice President, Project Manager Consultant at State Street Corp.
Industry Information Technology and Services
Experience
State Street March 2010 - Present
In Transition January 2010 - March 2010
PerkinElmer LAS March 2009 - December 2009
Fidelity Investments January 2008 - February 2009
Fidelity Investments May 2001 - January 2008
SRC Corp January 1998 - January 2001
Shawmut National Corp January 1992 - January 1995
The Boston Company January 1988 - January 1993
Skills
Process Improvement, {], Software Project..., Team Leadership, Lean Management, Strategic Consulting, Managerial Finance, Strategic Planning, Outsourcing Management, Purchase Management, Change Management, Business Analysis, Project Management, Program Management, Six Sigma, Cross-functional Team..., Business Process..., Vendor Management, Management
Education
State University of New York College at Plattsburgh 1978 — 1982
BS, Business, Accounting
State Street March 2010 - Present
In Transition January 2010 - March 2010
PerkinElmer LAS March 2009 - December 2009
Fidelity Investments January 2008 - February 2009
Fidelity Investments May 2001 - January 2008
SRC Corp January 1998 - January 2001
Shawmut National Corp January 1992 - January 1995
The Boston Company January 1988 - January 1993
Skills
Process Improvement, {], Software Project..., Team Leadership, Lean Management, Strategic Consulting, Managerial Finance, Strategic Planning, Outsourcing Management, Purchase Management, Change Management, Business Analysis, Project Management, Program Management, Six Sigma, Cross-functional Team..., Business Process..., Vendor Management, Management
Education
State University of New York College at Plattsburgh 1978 — 1982
BS, Business, Accounting
Paul Grafmuller Paul Grafmuller's Fidelity Investments Experience June 1995 - July 1998
Job Human Resources Consultant at Moderna Therapeutics
Industry Biotechnology
Experience
Moderna Therapeutics May 2013 - Present
Cubist Pharmaceuticals September 2008 - April 2013
ARIAD Pharmaceuticals, Inc. July 2007 - September 2008
Novartis Institutes for BioMedical Research October 2003 - June 2007
Biogen Idec February 2002 - June 2003
Wyeth Biopharma (now Pfizer) July 1998 - January 2002
Fidelity Investments June 1995 - July 1998
EKTRON Applied Imaging (Subsidiary of Eastman Kodak Company) December 1991 - June 1995
Skills
Talent Acquisition, Biopharmaceuticals, Strategic Staffing, Workforce Planning, Management Consulting, HR Process Redesign, Career Management, Biotechnology, Full Life Cycle..., Career Counseling, Financial Services, Information Technology, Strategic Thinking, Pharmaceutical Industry, Onboarding, Applicant Tracking..., Project Management, Recruiting, Human Resources, Vendor Management, Temporary Placement, Strategy, Executive Search, Leadership, Interviews, Cross-functional Team..., Compensation & Benefits...
Education
SUNY Plattsburgh
Bachelor of Arts (BA), Individualized Studies: Psychology of Management
Moderna Therapeutics May 2013 - Present
Cubist Pharmaceuticals September 2008 - April 2013
ARIAD Pharmaceuticals, Inc. July 2007 - September 2008
Novartis Institutes for BioMedical Research October 2003 - June 2007
Biogen Idec February 2002 - June 2003
Wyeth Biopharma (now Pfizer) July 1998 - January 2002
Fidelity Investments June 1995 - July 1998
EKTRON Applied Imaging (Subsidiary of Eastman Kodak Company) December 1991 - June 1995
Skills
Talent Acquisition, Biopharmaceuticals, Strategic Staffing, Workforce Planning, Management Consulting, HR Process Redesign, Career Management, Biotechnology, Full Life Cycle..., Career Counseling, Financial Services, Information Technology, Strategic Thinking, Pharmaceutical Industry, Onboarding, Applicant Tracking..., Project Management, Recruiting, Human Resources, Vendor Management, Temporary Placement, Strategy, Executive Search, Leadership, Interviews, Cross-functional Team..., Compensation & Benefits...
Education
SUNY Plattsburgh
Bachelor of Arts (BA), Individualized Studies: Psychology of Management
Jeremy Silvas Jeremy Silvas's Fidelity Investments Experience September 1997 - January 2003
Job Market Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
UBS Wealth Management January 2007 - February 2012
Morgan Stanley Smith Barney January 2003 - January 2007
Fidelity Investments September 1997 - January 2003
Skills
Series 7, Alternative Investments, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Securities, Finance, Financial Planning, Retirement
Education
Stephen F. Austin State University 1992 — 1997
BBA, Economics
Merrill Lynch February 2012 - Present
UBS Wealth Management January 2007 - February 2012
Morgan Stanley Smith Barney January 2003 - January 2007
Fidelity Investments September 1997 - January 2003
Skills
Series 7, Alternative Investments, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Securities, Finance, Financial Planning, Retirement
Education
Stephen F. Austin State University 1992 — 1997
BBA, Economics
Cynthia Rossetti's Fidelity Investments Experience April 2012 - June 2014
Job Senior Business Analyst at Connecture
Industry Program Development
Experience
Fidelity Investments April 2012 - June 2014
Fidelity Investments January 2011 - April 2012
Fidelity Investments December 2007 - January 2011
Fidelity Investments April 2003 - December 2007
Fidelity Investments March 2001 - April 2003
Skills
Business Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Data Analysis, SDLC, Quality Assurance, Testing, Process Improvement, Regression Testing, System Testing, Program Development, Test Management, Actuarial Science, Employee Benefits, Visio, Pensions, Insurance, Code Review, Software Documentation, Agile Methodologies
Education
State University of New York College at Oneonta
Bachelor of Science (BS), Geography and Cartography, Minor in Urban Planing & Deveopment
Wake Technical Community College
Business Analytics Program
Fidelity Investments April 2012 - June 2014
Fidelity Investments January 2011 - April 2012
Fidelity Investments December 2007 - January 2011
Fidelity Investments April 2003 - December 2007
Fidelity Investments March 2001 - April 2003
Skills
Business Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Data Analysis, SDLC, Quality Assurance, Testing, Process Improvement, Regression Testing, System Testing, Program Development, Test Management, Actuarial Science, Employee Benefits, Visio, Pensions, Insurance, Code Review, Software Documentation, Agile Methodologies
Education
State University of New York College at Oneonta
Bachelor of Science (BS), Geography and Cartography, Minor in Urban Planing & Deveopment
Wake Technical Community College
Business Analytics Program
Michele Yudysky Michele Yudysky's Fidelity Investments Experience 1986 - 1988
Job Membership Coordinator at Association of Strategic Alliance Professionals
Industry Nonprofit Organization Management
Experience
Association of Strategic Alliance Professionals December 2012 - Present
Benchmark Sales & Marketing 2009 - 2012
Independent 2005 - 2012
Scudder, Stevens & Clark 1988 - 1995
Fidelity Investments 1986 - 1988
Skills
Microsoft Office, Excel, Outlook, Word, PowerPoint, Publisher, Event Planning, Email Marketing, Marketing Communications, Administration, Trade Shows, Customer Relations, Customer Service, Microsoft Word, System Administration, New Business Development, Online Marketing, Microsoft Excel, Nonprofits, Event Management, Social Media, Project Management, CRM, Marketing, Newsletters
Education
State University of New York at Oswego
B.A, Communication Studies
Association of Strategic Alliance Professionals December 2012 - Present
Benchmark Sales & Marketing 2009 - 2012
Independent 2005 - 2012
Scudder, Stevens & Clark 1988 - 1995
Fidelity Investments 1986 - 1988
Skills
Microsoft Office, Excel, Outlook, Word, PowerPoint, Publisher, Event Planning, Email Marketing, Marketing Communications, Administration, Trade Shows, Customer Relations, Customer Service, Microsoft Word, System Administration, New Business Development, Online Marketing, Microsoft Excel, Nonprofits, Event Management, Social Media, Project Management, CRM, Marketing, Newsletters
Education
State University of New York at Oswego
B.A, Communication Studies
Dan Santone Dan Santone's Fidelity Investments Experience August 2012 - Present
Job Director, Cash Product & Service Delivery at Fidelity Investments
Industry Banking
Experience
Fidelity Investments August 2012 - Present
J.P. Morgan - Worldwide Securities Services January 2008 - September 2012
J.P. Morgan - Worldwide Securities Services January 2008 - January 2010
J.P. Morgan - Worldwide Securities Services January 2004 - January 2008
J.P. Morgan - Worldwide Securities Services January 2001 - January 2004
Edward Jones January 2000 - January 2001
Skills
Process Improvement, Product Management, SWIFT messaging, Mutual Funds, Securities, Banking, Project Management, Business Analysis, Global Custody, Financial Services, SDLC, Equities, Fixed Income, SWIFT payments, Relationship Management, Risk Management
Education
Stephen F. Austin State University 1998 — 2000
BBA, Finance and Economics
Fidelity Investments August 2012 - Present
J.P. Morgan - Worldwide Securities Services January 2008 - September 2012
J.P. Morgan - Worldwide Securities Services January 2008 - January 2010
J.P. Morgan - Worldwide Securities Services January 2004 - January 2008
J.P. Morgan - Worldwide Securities Services January 2001 - January 2004
Edward Jones January 2000 - January 2001
Skills
Process Improvement, Product Management, SWIFT messaging, Mutual Funds, Securities, Banking, Project Management, Business Analysis, Global Custody, Financial Services, SDLC, Equities, Fixed Income, SWIFT payments, Relationship Management, Risk Management
Education
Stephen F. Austin State University 1998 — 2000
BBA, Finance and Economics
Jontai McClain's Fidelity Investments Experience November 2014 - December 2014
Job Marketing Assistant at Acadian Asset Management
Industry Printing
Experience
Acadian Asset Management February 2015 - Present
Quavon Visions 2013 - Present
Fidelity Investments November 2014 - December 2014
Fidelity Investments September 2014 - November 2014
jcpenney July 2014 - August 2014
SUNY Canton September 2013 - May 2014
SUNY Canton September 2012 - May 2014
SUNY Canton Media Relations January 2013 - May 2013
L'elite Magazine June 2012 - September 2012
Price Chopper Supermarkets June 2010 - May 2011
Skills
Graphic Design, Graphic Arts, Computer Graphics, Public Speaking, Adobe Creative Suite, American History, Microsoft Office, Music, Dance, Painting, Motivational Speaking, Microsoft Excel, Music Publishing, Weight Training, Logistics, Stepper, Weightlifting, Boxing, Computers, Internet Troubleshooting, Hair Cutting, Digital Printing, Print Management
Education
SUNY College of Technology at Canton 2011 — 2014
Bachelor of Technology (B.Tech.), Graphic Design, 3.3
State University of New York College of Agriculture and Technology at Cobleskill 2008 — 2011
Associate of Applied Sciences (AAS), Web Development
Acadian Asset Management February 2015 - Present
Quavon Visions 2013 - Present
Fidelity Investments November 2014 - December 2014
Fidelity Investments September 2014 - November 2014
jcpenney July 2014 - August 2014
SUNY Canton September 2013 - May 2014
SUNY Canton September 2012 - May 2014
SUNY Canton Media Relations January 2013 - May 2013
L'elite Magazine June 2012 - September 2012
Price Chopper Supermarkets June 2010 - May 2011
Skills
Graphic Design, Graphic Arts, Computer Graphics, Public Speaking, Adobe Creative Suite, American History, Microsoft Office, Music, Dance, Painting, Motivational Speaking, Microsoft Excel, Music Publishing, Weight Training, Logistics, Stepper, Weightlifting, Boxing, Computers, Internet Troubleshooting, Hair Cutting, Digital Printing, Print Management
Education
SUNY College of Technology at Canton 2011 — 2014
Bachelor of Technology (B.Tech.), Graphic Design, 3.3
State University of New York College of Agriculture and Technology at Cobleskill 2008 — 2011
Associate of Applied Sciences (AAS), Web Development
Denise Pellegrino Denise Pellegrino's Fidelity Investments Experience 1998 - 2008
Job Project, Program & Portfolio Mgt | Process Improvement | Metrics & Reporting
Industry Information Technology and Services
Experience
Ascend Learning 2014 - October 2014
Staples 2009 - 2013
Fidelity Investments 1998 - 2008
Fidelity Investments 1996 - 1998
Dun & Bradstreet Software 1995 - 1996
Allmerica Financial 1993 - 1995
The Hanover Insurance Group 1990 - 1992
Skills
Program Management, Project Portfolio..., SDLC, Change Management, Resource Management, Analytics, Business Analysis, PMO, Project Management, Enterprise Software, Strategy, Quality Assurance, Software Development, Leadership, PMP, Business Process, Information Technology, Integration, Business Process..., Management, IT Strategy, IT Management, Business Planning, Risk Management, Software Project..., Process Improvement, Manufacturing, IT Process Improvement, CA Clarity, Portfolio Management..., Metrics & Reporting, Vendor Management
Education
State University of New York College at Potsdam
BA, Computer Science
Ascend Learning 2014 - October 2014
Staples 2009 - 2013
Fidelity Investments 1998 - 2008
Fidelity Investments 1996 - 1998
Dun & Bradstreet Software 1995 - 1996
Allmerica Financial 1993 - 1995
The Hanover Insurance Group 1990 - 1992
Skills
Program Management, Project Portfolio..., SDLC, Change Management, Resource Management, Analytics, Business Analysis, PMO, Project Management, Enterprise Software, Strategy, Quality Assurance, Software Development, Leadership, PMP, Business Process, Information Technology, Integration, Business Process..., Management, IT Strategy, IT Management, Business Planning, Risk Management, Software Project..., Process Improvement, Manufacturing, IT Process Improvement, CA Clarity, Portfolio Management..., Metrics & Reporting, Vendor Management
Education
State University of New York College at Potsdam
BA, Computer Science
Chris Kohrmann Chris Kohrmann's Fidelity Investments Experience May 2015 - Present
Job Charlotte NC
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
The place that probably has your 401k September 2013 - August 2015
UBS September 2010 - May 2013
UBS December 2006 - March 2010
UBS Financial Services January 2007 - January 2008
UBS Financial Services December 2006 - January 2007
Credit Suisse Asset Management January 2005 - October 2006
Citigroup Asset Management October 2004 - November 2005
Prudential Financial January 1996 - January 2004
Prudential Investments January 2001 - January 2002
Education
State University of New York College at Oneonta
BA, Interdisciplinary Studies
Fidelity Investments May 2015 - Present
The place that probably has your 401k September 2013 - August 2015
UBS September 2010 - May 2013
UBS December 2006 - March 2010
UBS Financial Services January 2007 - January 2008
UBS Financial Services December 2006 - January 2007
Credit Suisse Asset Management January 2005 - October 2006
Citigroup Asset Management October 2004 - November 2005
Prudential Financial January 1996 - January 2004
Prudential Investments January 2001 - January 2002
Education
State University of New York College at Oneonta
BA, Interdisciplinary Studies
Charlie Giorlando's Fidelity Investments Experience January 2006 - March 2007
Job Deputy Chief Compliance Officer at Realty Capital Securities, LLC
Industry Investment Management
Experience
Realty Capital Securities May 2015 - Present
Santander Bank, N.A. January 2015 - April 2015
Columbia Management April 2007 - January 2015
Fidelity Investments January 2006 - March 2007
Fidelity Investments November 2004 - January 2006
Fidelity Investments June 2002 - November 2004
Skills
Series 7, FINRA, Due Diligence, Research, Governance, Risk Management, Anti Money Laundering, Mutual Funds, Asset Management, Securities, Financial Services, Financial Risk
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Public Justice & Psychology
Realty Capital Securities May 2015 - Present
Santander Bank, N.A. January 2015 - April 2015
Columbia Management April 2007 - January 2015
Fidelity Investments January 2006 - March 2007
Fidelity Investments November 2004 - January 2006
Fidelity Investments June 2002 - November 2004
Skills
Series 7, FINRA, Due Diligence, Research, Governance, Risk Management, Anti Money Laundering, Mutual Funds, Asset Management, Securities, Financial Services, Financial Risk
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Public Justice & Psychology
Anthony Cardwell's Fidelity Investments Experience July 2013 - Present
Job Transaction Processor at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments January 2013 - July 2013
ResTex Composites September 2011 - September 2012
Savemore.com 2011 - 2011
Texas Rangers Baseball Club March 2010 - November 2010
Texas Rangers Baseball Club August 2005 - March 2010
FC Dallas April 2008 - August 2008
Skills
Event Management, Social Media Marketing, Cold Calling, Sports Marketing, Event Planning, Facebook, Marketing, Public Relations, Social Media, Sales
Education
Stephen F. Austin State University 2005 — 2009
Bachelors of Business Administration, General Business/ Sports Marketing
Fidelity Investments July 2013 - Present
Fidelity Investments January 2013 - July 2013
ResTex Composites September 2011 - September 2012
Savemore.com 2011 - 2011
Texas Rangers Baseball Club March 2010 - November 2010
Texas Rangers Baseball Club August 2005 - March 2010
FC Dallas April 2008 - August 2008
Skills
Event Management, Social Media Marketing, Cold Calling, Sports Marketing, Event Planning, Facebook, Marketing, Public Relations, Social Media, Sales
Education
Stephen F. Austin State University 2005 — 2009
Bachelors of Business Administration, General Business/ Sports Marketing
Amber Morgan Amber Morgan's Fidelity Investments Experience January 1998 - Present
Job Training Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1998 - Present
Education
Stephen F. Austin State University 1995 — 1997
BA, General Business
Fidelity Investments January 1998 - Present
Education
Stephen F. Austin State University 1995 — 1997
BA, General Business
Tammy Branicky Tammy Branicky's Fidelity Investments Experience May 1988 - May 2009
Job Senior Executive Assistant at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2012 - Present
Sabre Holdings March 2010 - March 2012
Fidelity Investments May 1988 - May 2009
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1998
Fidelity Investments 1990 - 1995
Fidelity Investments 1988 - 1990
Eckerd Pharmacy 1985 - 1988
Skills
Administrative..., Spreadsheets, Analysis, Access, Outlook, Insurance, Customer Service, Budgets, Training, PowerPoint, Visio, Recruiting, Microsoft Excel, Human Resources, Project Management, Marketing, Sales, Vendor Management, Account Management, Relationship Management
Education
Stephen F. Austin State University 1985 — 1986
Heritage Christian Academy
High School Diploma
TD Ameritrade March 2012 - Present
Sabre Holdings March 2010 - March 2012
Fidelity Investments May 1988 - May 2009
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1998
Fidelity Investments 1990 - 1995
Fidelity Investments 1988 - 1990
Eckerd Pharmacy 1985 - 1988
Skills
Administrative..., Spreadsheets, Analysis, Access, Outlook, Insurance, Customer Service, Budgets, Training, PowerPoint, Visio, Recruiting, Microsoft Excel, Human Resources, Project Management, Marketing, Sales, Vendor Management, Account Management, Relationship Management
Education
Stephen F. Austin State University 1985 — 1986
Heritage Christian Academy
High School Diploma
Janet Taylor Janet Taylor's Fidelity Investments Experience January 2008 - Present
Job Connecting wealth management professionals with Fidelity opportunities
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Fidelity Investments 1991 - 2008
Skills
College Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Hiring, Onboarding, Employee Benefits, Talent Management, Employee Relations, Management, Workforce Planning, Financial Services, Recruiting, HR Consulting, Team Management
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Science (BS), Fashion Merchandising, Management
Fidelity Investments January 2008 - Present
Fidelity Investments 1991 - 2008
Skills
College Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Hiring, Onboarding, Employee Benefits, Talent Management, Employee Relations, Management, Workforce Planning, Financial Services, Recruiting, HR Consulting, Team Management
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Science (BS), Fashion Merchandising, Management
Edward Shively's Fidelity Investments Experience July 2013 - Present
Job Equity Trade Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
State Street Bank November 2012 - June 2013
State Street Bank June 2011 - November 2012
Northwestern Mutual May 2010 - January 2011
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Securities, Accounting, Investments, Spreadsheets, Microsoft Excel, Financial Analysis, Sales, Microsoft Office, Finance
Education
Suffolk University - Sawyer School of Management 2013 — 2016
Master of Business Administration (MBA)
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science (B.S.), Business Economics
Fidelity Investments July 2013 - Present
State Street Bank November 2012 - June 2013
State Street Bank June 2011 - November 2012
Northwestern Mutual May 2010 - January 2011
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Securities, Accounting, Investments, Spreadsheets, Microsoft Excel, Financial Analysis, Sales, Microsoft Office, Finance
Education
Suffolk University - Sawyer School of Management 2013 — 2016
Master of Business Administration (MBA)
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science (B.S.), Business Economics
Michael Cattell Michael Cattell's Fidelity Investments Experience 2012 - 2013
Job Financial Technology Professional
Industry Information Technology and Services
Experience
CenturyLink May 2015 - Present
Interactive Data 2013 - 2015
Fidelity Investments 2012 - 2013
Telx 2010 - 2012
BT Radianz 2005 - 2009
State Street Bank 2002 - 2005
Third Rail Broadband Wireless 2000 - 2002
SAVVIS 1993 - 2000
Raytheon 1989 - 1993
Skills
Vendor Management, Product Management, Business Development, Market Data, Leadership, Financial Markets, Contract Negotiation, Low Latency, Financial Services, Infrastructure, Marketing, Project Planning, Data Center, Cloud Computing, Managed Services
Education
State University of New York College at Oswego
CenturyLink May 2015 - Present
Interactive Data 2013 - 2015
Fidelity Investments 2012 - 2013
Telx 2010 - 2012
BT Radianz 2005 - 2009
State Street Bank 2002 - 2005
Third Rail Broadband Wireless 2000 - 2002
SAVVIS 1993 - 2000
Raytheon 1989 - 1993
Skills
Vendor Management, Product Management, Business Development, Market Data, Leadership, Financial Markets, Contract Negotiation, Low Latency, Financial Services, Infrastructure, Marketing, Project Planning, Data Center, Cloud Computing, Managed Services
Education
State University of New York College at Oswego
Sean S Mohammed Sean S Mohammed's Fidelity Investments Experience April 2004 - February 2006
Job Margin/Credit dept.
Industry Financial Services
Experience
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
BEAR, STEARNS & CO. INC February 2006 - October 2007
Fidelity Investments April 2004 - February 2006
WACHOVIA SECURITIES May 1998 - April 2004
WACHOVIA SECURITIES January 2002 - January 2004
Skills
Securities, Financial Risk, Trading, Options, Loans, Funding, Prime Brokerage, Foreign Exchange, Investments, Portfolio Management, Currency, Asset Management, Equities, Banking
Education
The City College of New York 1992 — 1997
B.A, Economics; Finance
SUNY Cortland
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
BEAR, STEARNS & CO. INC February 2006 - October 2007
Fidelity Investments April 2004 - February 2006
WACHOVIA SECURITIES May 1998 - April 2004
WACHOVIA SECURITIES January 2002 - January 2004
Skills
Securities, Financial Risk, Trading, Options, Loans, Funding, Prime Brokerage, Foreign Exchange, Investments, Portfolio Management, Currency, Asset Management, Equities, Banking
Education
The City College of New York 1992 — 1997
B.A, Economics; Finance
SUNY Cortland
Brett Shumate's Fidelity Investments Experience June 2010 - May 2013
Job Sales Consultant at Shumate Floorcovering
Industry Retail
Experience
Shumate Floorcovering June 2013 - Present
Fidelity Investments June 2010 - May 2013
Fidelity Investments November 2009 - June 2010
H.D. Vest Financial Services June 2007 - November 2009
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Retirement Planning, Uniform Combined State..., Wealth Management, Retirement, Securities, Investments, Series 6, FINRA, Financial Advisory, Series 24, Fixed Annuities, Alternative Investments, Strategic Financial..., Portfolio Management, Equities
Education
Stephen F. Austin State University 2004 — 2007
BBA, Finance
Shumate Floorcovering June 2013 - Present
Fidelity Investments June 2010 - May 2013
Fidelity Investments November 2009 - June 2010
H.D. Vest Financial Services June 2007 - November 2009
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Retirement Planning, Uniform Combined State..., Wealth Management, Retirement, Securities, Investments, Series 6, FINRA, Financial Advisory, Series 24, Fixed Annuities, Alternative Investments, Strategic Financial..., Portfolio Management, Equities
Education
Stephen F. Austin State University 2004 — 2007
BBA, Finance
Erin Ralston Erin Ralston's Fidelity Investments Experience March 2012 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments March 2009 - March 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Education
Stephen F. Austin State University 1997 — 2002
BS, Psychology, Marketing
Fidelity Investments March 2012 - Present
Fidelity Investments March 2009 - March 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Education
Stephen F. Austin State University 1997 — 2002
BS, Psychology, Marketing
Laurie Schwind Laurie Schwind's Fidelity Investments Experience July 2007 - February 2009
Job HR Operations Specialist
Industry Human Resources
Experience
Pegasystems July 2012 - Present
Pegasystems July 2011 - July 2012
Pegasystems January 2010 - July 2011
Analysis Group April 2009 - December 2009
Fidelity Investments July 2007 - February 2009
Paychex August 2006 - July 2007
Skills
Human Resources, Leadership, Business Intelligence, Strategic Planning, Applicant Tracking..., Onboarding, Recruiting, Talent Acquisition, College Recruiting, HRIS, Training, Deferred Compensation, Management, New Hire Orientations
Education
State University of New York College at Oswego 2002 — 2006
BA, Public Relations
High School 1999 — 2002
Pegasystems July 2012 - Present
Pegasystems July 2011 - July 2012
Pegasystems January 2010 - July 2011
Analysis Group April 2009 - December 2009
Fidelity Investments July 2007 - February 2009
Paychex August 2006 - July 2007
Skills
Human Resources, Leadership, Business Intelligence, Strategic Planning, Applicant Tracking..., Onboarding, Recruiting, Talent Acquisition, College Recruiting, HRIS, Training, Deferred Compensation, Management, New Hire Orientations
Education
State University of New York College at Oswego 2002 — 2006
BA, Public Relations
High School 1999 — 2002
Kappu Ramasubramanian Kappu Ramasubramanian's Fidelity Investments Experience October 2007 - 2009
Job Project Leader at The MITRE Corporattion
Industry Information Technology and Services
Experience
The MITRE Corporattion April 2015 - Present
The MITRE Corporation April 2010 - Present
Fidelity Investments October 2007 - 2009
First Citizens Bank February 2005 - September 2007
TekSystems - Loans Software for FCB November 2002 - February 2005
Duke Clinical Research Institute January 2000 - January 2001
Duke Project Enterprise January 1999 - January 2000
Duke Clinical Research Institute January 1997 - January 1999
Duke Clinical Research Institute 1996 - 1999
First Union Mortgage Corporation January 1996 - January 1997
Skills
Integration, Business Analysis, Program Management, PMP, Databases, Requirements Analysis, Software Development, SQL, Microsoft SQL Server, Software Documentation, XML, Business Process..., Systems Engineering, Project Leadership, Resource Management, Federal Acquisition
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2012 — 2015
MBA, Business Administration and Management, General, 3.98
University of Cincinnati 1992 — 1994
MS, Computer Science
Stella Maris College 1983 — 1986
B.S, Physics
Project Management Institute
PMP
The MITRE Corporattion April 2015 - Present
The MITRE Corporation April 2010 - Present
Fidelity Investments October 2007 - 2009
First Citizens Bank February 2005 - September 2007
TekSystems - Loans Software for FCB November 2002 - February 2005
Duke Clinical Research Institute January 2000 - January 2001
Duke Project Enterprise January 1999 - January 2000
Duke Clinical Research Institute January 1997 - January 1999
Duke Clinical Research Institute 1996 - 1999
First Union Mortgage Corporation January 1996 - January 1997
Skills
Integration, Business Analysis, Program Management, PMP, Databases, Requirements Analysis, Software Development, SQL, Microsoft SQL Server, Software Documentation, XML, Business Process..., Systems Engineering, Project Leadership, Resource Management, Federal Acquisition
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2012 — 2015
MBA, Business Administration and Management, General, 3.98
University of Cincinnati 1992 — 1994
MS, Computer Science
Stella Maris College 1983 — 1986
B.S, Physics
Project Management Institute
PMP
Mary St. Germain, PMP, ACP, CSM Mary St. Germain, PMP, ACP, CSM's Fidelity Investments Experience October 1987 - February 2009
Job Sr. Manager, PMO at Allscripts
Industry Information Technology and Services
Experience
Allscripts June 2013 - Present
Partners HealthCare December 2009 - May 2013
Nashua Scrum Club February 2009 - November 2011
Fidelity Investments October 1987 - February 2009
Burlington Northern Motor Carriers, Inc. 1986 - 1987
Sierra Systems Consultants 1986 - 1986
Gearhart Industries, Inc. 1982 - 1986
Skills
Program Management, PMP, SDLC, Agile Methodologies, Cross-functional Team..., PMO, Risk Management, Project Management, Business Process, Agile Project Management, Management, Leadership, Enterprise Software, Scrum, Process Improvement, Strategic Planning, Six Sigma
Education
State University of New York College of Agriculture and Technology at Cobleskill
AAS, Data Processing
The University of Dallas
MBA, Management Information Systems
University of North Texas
BS, Computer Science
Allscripts June 2013 - Present
Partners HealthCare December 2009 - May 2013
Nashua Scrum Club February 2009 - November 2011
Fidelity Investments October 1987 - February 2009
Burlington Northern Motor Carriers, Inc. 1986 - 1987
Sierra Systems Consultants 1986 - 1986
Gearhart Industries, Inc. 1982 - 1986
Skills
Program Management, PMP, SDLC, Agile Methodologies, Cross-functional Team..., PMO, Risk Management, Project Management, Business Process, Agile Project Management, Management, Leadership, Enterprise Software, Scrum, Process Improvement, Strategic Planning, Six Sigma
Education
State University of New York College of Agriculture and Technology at Cobleskill
AAS, Data Processing
The University of Dallas
MBA, Management Information Systems
University of North Texas
BS, Computer Science
Linda Keenan Haley's Fidelity Investments Experience 1990 - 1998
Job HR | Benefits | HR Operations | Wellness
Industry Human Resources
Experience
Boston Red Sox June 2014 - December 2014
Staples January 2014 - June 2014
First Marblehead Corporation 2004 - 2013
Tyco Fire & Security, SimplexGrinnell 2001 - 2004
RSA The Security Division of EMC 1998 - 2001
Fidelity Investments 1990 - 1998
Skills
Employee Benefits, Human Resources, HRIS, Employee Relations, Recruiting, Management, Onboarding, Process Improvement, Performance Management, HR Policies, Leadership, Succession Planning, Employee Engagement, Deferred Compensation, Vendor Management, Change Management, Mergers & Acquisitions, Program Management, Program Implementation, System Administration, Team Building, Talent Management, 401k Plan Management, Stock Plan Adminstration, Leave of Absence..., Mergers, Integration, Pension Administration, Compliance, Auditing, Voluntary Employee..., 5500s, Plan Documents, Communication, Process Flow..., New Hire Orientations, Public Speaking, Networking, Community Service, Compensation & Benefits..., Employee Handbooks
Education
SUNY Geneseo
Bachelor of Arts (B.A.)
Boston Red Sox June 2014 - December 2014
Staples January 2014 - June 2014
First Marblehead Corporation 2004 - 2013
Tyco Fire & Security, SimplexGrinnell 2001 - 2004
RSA The Security Division of EMC 1998 - 2001
Fidelity Investments 1990 - 1998
Skills
Employee Benefits, Human Resources, HRIS, Employee Relations, Recruiting, Management, Onboarding, Process Improvement, Performance Management, HR Policies, Leadership, Succession Planning, Employee Engagement, Deferred Compensation, Vendor Management, Change Management, Mergers & Acquisitions, Program Management, Program Implementation, System Administration, Team Building, Talent Management, 401k Plan Management, Stock Plan Adminstration, Leave of Absence..., Mergers, Integration, Pension Administration, Compliance, Auditing, Voluntary Employee..., 5500s, Plan Documents, Communication, Process Flow..., New Hire Orientations, Public Speaking, Networking, Community Service, Compensation & Benefits..., Employee Handbooks
Education
SUNY Geneseo
Bachelor of Arts (B.A.)
Christina Gentile Christina Gentile's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Education
State University of New York College at Plattsburgh 1988 — 1992
BA
Fidelity Investments January 2015 - Present
Education
State University of New York College at Plattsburgh 1988 — 1992
BA
Brian Klein Brian Klein's Fidelity Investments Experience August 2009 - March 2010
Job Senior Manager Strategic Relationships at Human Capital Institute (HCI)
Industry Think Tanks
Experience
Human Capital Institute (HCI) April 2012 - Present
Sterling & Sterling May 2011 - April 2012
Fidelity Investments August 2009 - March 2010
Skills
Succession Planning, Employee Relations, Talent Acquisition, Salesforce.com, Employee Benefits
Education
State University of New York College at Buffalo 2006 — 2009
B.A., Economics
Syosset High School
Human Capital Institute (HCI) April 2012 - Present
Sterling & Sterling May 2011 - April 2012
Fidelity Investments August 2009 - March 2010
Skills
Succession Planning, Employee Relations, Talent Acquisition, Salesforce.com, Employee Benefits
Education
State University of New York College at Buffalo 2006 — 2009
B.A., Economics
Syosset High School
Charusmitha Ram's Fidelity Investments Experience September 2013 - May 2014
Job Principal User Experience Designer at Nuance Communications
Industry Hospital & Health Care
Experience
Nuance Communications June 2014 - Present
Fidelity Investments September 2013 - May 2014
athenahealth October 2012 - August 2013
Thomson Reuters October 2006 - August 2012
TriZetto October 2005 - September 2006
Verizon January 2005 - October 2005
CrimsonLogic Pte Ltd March 2002 - January 2004
Skills
User Experience, Interaction Design, Wireframes, Information Architecture, Usability, Agile Methodologies, Usability Testing, Visual Design, Persona, User-centered Design, Front-end, Rapid Prototyping, Project Management, Experience Design, User Research, User Scenarios, Information Design, User Interface Design, Paper Prototyping, Storyboarding, Contextual Inquiry, Mobile Applications, Axure, Mobile Design, Wire Framing, Heuristic Evaluation, Product Design, Task Analysis, User Experience Design, User Interface, Accessibility, Human Computer..., OmniGraffle, Concept Development, Usability Engineering, Design Research, Responsive Web Design, Sketching
Education
Stella Maris College 1995 — 1998
BFA
Nuance Communications June 2014 - Present
Fidelity Investments September 2013 - May 2014
athenahealth October 2012 - August 2013
Thomson Reuters October 2006 - August 2012
TriZetto October 2005 - September 2006
Verizon January 2005 - October 2005
CrimsonLogic Pte Ltd March 2002 - January 2004
Skills
User Experience, Interaction Design, Wireframes, Information Architecture, Usability, Agile Methodologies, Usability Testing, Visual Design, Persona, User-centered Design, Front-end, Rapid Prototyping, Project Management, Experience Design, User Research, User Scenarios, Information Design, User Interface Design, Paper Prototyping, Storyboarding, Contextual Inquiry, Mobile Applications, Axure, Mobile Design, Wire Framing, Heuristic Evaluation, Product Design, Task Analysis, User Experience Design, User Interface, Accessibility, Human Computer..., OmniGraffle, Concept Development, Usability Engineering, Design Research, Responsive Web Design, Sketching
Education
Stella Maris College 1995 — 1998
BFA
Cammy Skalla Cammy Skalla's Fidelity Investments Experience January 1998 - January 2000
Job Software Training & Implementation Manager at Augusoft
Industry Professional Training & Coaching
Experience
Augusoft October 2013 - Present
Cammy Skalla June 2013 - October 2013
Cup of Joy June 2008 - June 2012
Fidelity Investments January 1998 - January 2000
Sharp Electronics Group January 1997 - January 1998
Dell January 1994 - January 1997
Eanes ISD January 1992 - January 1994
Skills
Program Management, Training, Instructional Design, Management, Curriculum Design, Human Resources, Forecasting, Sales, Coaching, Team Building, Project Management, Time Management, CRM, Leadership, Marketing, Training Delivery, Cross-functional Team..., Consulting
Education
Stephen F. Austin State University 1989 — 1992
Bachelor of Arts, English and Journalism
Augusoft October 2013 - Present
Cammy Skalla June 2013 - October 2013
Cup of Joy June 2008 - June 2012
Fidelity Investments January 1998 - January 2000
Sharp Electronics Group January 1997 - January 1998
Dell January 1994 - January 1997
Eanes ISD January 1992 - January 1994
Skills
Program Management, Training, Instructional Design, Management, Curriculum Design, Human Resources, Forecasting, Sales, Coaching, Team Building, Project Management, Time Management, CRM, Leadership, Marketing, Training Delivery, Cross-functional Team..., Consulting
Education
Stephen F. Austin State University 1989 — 1992
Bachelor of Arts, English and Journalism
Reshma Mahajan's Fidelity Investments Experience November 2004 - September 2007
Job Financial services
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
Pershing, a BNY Mellon company September 2012 - March 2014
Pershing (BNY Mellon) October 2010 - October 2011
National Financial October 2007 - October 2010
Fidelity Investments November 2004 - September 2007
Fidelity Investments November 2004 - June 2006
Skills
Series 7, Series 63, Business Analysis, Product Management, Product Development, project management, Process Development, Sales Support, Sales Process, Branches
Education
State University of New York College at Buffalo 2001 — 2003
MASTERS, ECON
Pershing, a BNY Mellon company April 2014 - Present
Pershing, a BNY Mellon company September 2012 - March 2014
Pershing (BNY Mellon) October 2010 - October 2011
National Financial October 2007 - October 2010
Fidelity Investments November 2004 - September 2007
Fidelity Investments November 2004 - June 2006
Skills
Series 7, Series 63, Business Analysis, Product Management, Product Development, project management, Process Development, Sales Support, Sales Process, Branches
Education
State University of New York College at Buffalo 2001 — 2003
MASTERS, ECON
Jon Delmonico's Fidelity Investments Experience December 2007 - February 2009
Job Customer Service Account Manager at PlotWatt
Industry Restaurants
Experience
PlotWatt February 2015 - Present
Highwoods Properties June 2012 - February 2015
Highwoods Properties March 2009 - June 2012
Fidelity Investments December 2007 - February 2009
Fidelity Investments September 2003 - December 2007
M&T Securities July 2002 - October 2003
Metlife Securities December 2001 - July 2002
Putnam Investments February 1999 - October 2001
YMCA 1996 - 1998
Skills
Team Leadership, Research Project..., Pensions, Non-Qualified Deferred..., Process Improvement, Call Center, Employee Benefits, Benefits Administration, Vendor Management, Investments, Customer Service, Relationship Management, Asset Managment, Series 63, Call Centers, Leadership, Management, Human Resources, Training, Finance, Microsoft Office, Real Estate
Education
Buffalo State College 1992 — 1996
Bachelor of Arts, Mass Communications
State University of New York College at Buffalo 1992 — 1996
BA, Communications
PlotWatt February 2015 - Present
Highwoods Properties June 2012 - February 2015
Highwoods Properties March 2009 - June 2012
Fidelity Investments December 2007 - February 2009
Fidelity Investments September 2003 - December 2007
M&T Securities July 2002 - October 2003
Metlife Securities December 2001 - July 2002
Putnam Investments February 1999 - October 2001
YMCA 1996 - 1998
Skills
Team Leadership, Research Project..., Pensions, Non-Qualified Deferred..., Process Improvement, Call Center, Employee Benefits, Benefits Administration, Vendor Management, Investments, Customer Service, Relationship Management, Asset Managment, Series 63, Call Centers, Leadership, Management, Human Resources, Training, Finance, Microsoft Office, Real Estate
Education
Buffalo State College 1992 — 1996
Bachelor of Arts, Mass Communications
State University of New York College at Buffalo 1992 — 1996
BA, Communications
John Metarelis John Metarelis's Fidelity Investments Experience March 2004 - July 2005
Job Sales Representative at Liberty Mutual Insurance
Industry Banking
Experience
Liberty Mutual Insurance March 2015 - Present
Blackhawk Engagement Solutions, CardLab, Inc. March 2011 - March 2015
CardLab, Inc. March 2011 - October 2012
Miniter Group February 2009 - April 2010
State National Companies July 2005 - February 2009
Fidelity Investments March 2004 - July 2005
Hub International September 2001 - March 2004
Citi February 1997 - July 2001
Skills
Client Service Oriented, Customer Service..., Banking, Commercial Insurance, Credit Cards, Customer Satisfaction, C Suite, Call center start-up, Call Center Development, Call Center..., Off Site Employee..., Collateral Protection..., Call Quality Coaching, Insurance, Protection, Collateral, Coaching, Microsoft Excel, Sales, Training, Vendor Management, Customer Service, Team Building, Account Management, Call Centers, Management, Selling, Human Resources, Access, Outlook, Cold Calling, Customer Retention, Salesforce.com, Networking, Sales Process, CRM, Program Management, Sales Presentations, Leadership, Customer Acquisition, Direct Sales, B2B, Sales Management, New Business Development, Strategic Partnerships, Marketing, Lead Generation, Building Relationships, Sales Operations, Strategic Planning
Education
The University of Dallas
Psycology
Stephen F. Austin State University
Film
Edward Marcus High School 1988 — 1991
Fine Arts
Liberty Mutual Insurance March 2015 - Present
Blackhawk Engagement Solutions, CardLab, Inc. March 2011 - March 2015
CardLab, Inc. March 2011 - October 2012
Miniter Group February 2009 - April 2010
State National Companies July 2005 - February 2009
Fidelity Investments March 2004 - July 2005
Hub International September 2001 - March 2004
Citi February 1997 - July 2001
Skills
Client Service Oriented, Customer Service..., Banking, Commercial Insurance, Credit Cards, Customer Satisfaction, C Suite, Call center start-up, Call Center Development, Call Center..., Off Site Employee..., Collateral Protection..., Call Quality Coaching, Insurance, Protection, Collateral, Coaching, Microsoft Excel, Sales, Training, Vendor Management, Customer Service, Team Building, Account Management, Call Centers, Management, Selling, Human Resources, Access, Outlook, Cold Calling, Customer Retention, Salesforce.com, Networking, Sales Process, CRM, Program Management, Sales Presentations, Leadership, Customer Acquisition, Direct Sales, B2B, Sales Management, New Business Development, Strategic Partnerships, Marketing, Lead Generation, Building Relationships, Sales Operations, Strategic Planning
Education
The University of Dallas
Psycology
Stephen F. Austin State University
Film
Edward Marcus High School 1988 — 1991
Fine Arts
Jolene Russell Jolene Russell's Fidelity Investments Experience September 1999 - October 2014
Job Enjoying The Day
Industry Financial Services
Experience
Fidelity Investments September 1999 - October 2014
Skills
Non-Discrimination..., 401(k) plan..., Series 63, Customer Service, Strategic Planning, Team Building, Microsoft Excel, Public Speaking, Process Improvement, Budgets, Microsoft Office, Negotiation, Program Management, Asset Management, Financial Analysis, Project Management
Education
Stephen F. Austin State University 1991 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fidelity Investments September 1999 - October 2014
Skills
Non-Discrimination..., 401(k) plan..., Series 63, Customer Service, Strategic Planning, Team Building, Microsoft Excel, Public Speaking, Process Improvement, Budgets, Microsoft Office, Negotiation, Program Management, Asset Management, Financial Analysis, Project Management
Education
Stephen F. Austin State University 1991 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Angelo Rannazzisi Angelo Rannazzisi's Fidelity Investments Experience 2013 - Present
Job Finance and Wealth Management Executive
Industry Financial Services
Experience
Fidelity Investments 2013 - Present
Opus Trading Fund, LLC September 2009 - April 2012
Village Home Care of the April 2006 - December 2011
JAW Trading June 2004 - September 2009
Schonfeld Securities, LLC January 1994 - January 2004
Skills
Hedge Funds, Investments, Portfolio Management, Equities, Asset Managment, Mutual Funds, Alternative Investments, Commodity, Investment Banking, Asset Management, Financial Advisory, Capital Markets, Financial Risk, Risk Management, Contract Negotiation, Capital Allocation, Series 7, Wealth Management, Proprietary Trading, Business Development, Hedging, Financial Analysis, Strategic Financial..., Equity Trading, Trading Strategies, Banking, Bonds, Valuation, Derivatives, Business Strategy, Options, Corporate Finance, Asset Allocation, Operations Management, Fixed Income, Investment Advisory, ETFs, Investment Strategies, Trading Systems, FX Options, Financial Modeling, Structured Products, Options Strategies, Technical Analysis, Articulates Wealth..., Financial Consulting, Equity Trading..., Operational Management, Series 9, Series 10
Education
FAU MBA Program 2011 — 2012
MBA
State University of New York College at Old Westbury 1990 — 1994
B.S., Finance
Fidelity Investments 2013 - Present
Opus Trading Fund, LLC September 2009 - April 2012
Village Home Care of the April 2006 - December 2011
JAW Trading June 2004 - September 2009
Schonfeld Securities, LLC January 1994 - January 2004
Skills
Hedge Funds, Investments, Portfolio Management, Equities, Asset Managment, Mutual Funds, Alternative Investments, Commodity, Investment Banking, Asset Management, Financial Advisory, Capital Markets, Financial Risk, Risk Management, Contract Negotiation, Capital Allocation, Series 7, Wealth Management, Proprietary Trading, Business Development, Hedging, Financial Analysis, Strategic Financial..., Equity Trading, Trading Strategies, Banking, Bonds, Valuation, Derivatives, Business Strategy, Options, Corporate Finance, Asset Allocation, Operations Management, Fixed Income, Investment Advisory, ETFs, Investment Strategies, Trading Systems, FX Options, Financial Modeling, Structured Products, Options Strategies, Technical Analysis, Articulates Wealth..., Financial Consulting, Equity Trading..., Operational Management, Series 9, Series 10
Education
FAU MBA Program 2011 — 2012
MBA
State University of New York College at Old Westbury 1990 — 1994
B.S., Finance
Ken Simon's Fidelity Investments Experience May 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Wells Fargo Private Client Group July 2013 - August 2013
SBG Management August 2009 - March 2011
Skills
Social Media, Research, Market Research, Facebook, Event Planning, Marketing, Social Networking, Social Media Marketing, Series 7, Customer Service, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Public Speaking, Microsoft Office
Education
SUNY Potsdam 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General
Cushing Academy 2006 — 2009
Fidelity Investments May 2015 - Present
Wells Fargo Private Client Group July 2013 - August 2013
SBG Management August 2009 - March 2011
Skills
Social Media, Research, Market Research, Facebook, Event Planning, Marketing, Social Networking, Social Media Marketing, Series 7, Customer Service, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Public Speaking, Microsoft Office
Education
SUNY Potsdam 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General
Cushing Academy 2006 — 2009
Brad Davis, CFP® Brad Davis, CFP®'s Fidelity Investments Experience October 1996 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1996 - Present
Skills
Series 6, Series 7, Series 63, Series 65
Education
The University of Dallas 2003 — 2006
Master of Business Administration (MBA), Corporate Finance
Stephen F. Austin State University 1993 — 1996
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Fidelity Investments October 1996 - Present
Skills
Series 6, Series 7, Series 63, Series 65
Education
The University of Dallas 2003 — 2006
Master of Business Administration (MBA), Corporate Finance
Stephen F. Austin State University 1993 — 1996
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Joe Barkley Joe Barkley's Fidelity Investments Experience January 2005 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Fidelity Investments January 2005 - May 2011
LabCorp 2004 - 2005
VeriSign July 2002 - July 2004
Skills
Process Improvement, SDLC, Management, Requirements Analysis, Business Analysis
Education
State University of New York College at Potsdam 1996 — 1999
BA, Psychology
SUNY Canton 1994 — 1996
NA, Nursing/Medical
Fidelity Investments January 2005 - Present
Fidelity Investments January 2005 - May 2011
LabCorp 2004 - 2005
VeriSign July 2002 - July 2004
Skills
Process Improvement, SDLC, Management, Requirements Analysis, Business Analysis
Education
State University of New York College at Potsdam 1996 — 1999
BA, Psychology
SUNY Canton 1994 — 1996
NA, Nursing/Medical
Karen Pourshadi's Fidelity Investments Experience 2006 - 2009
Job Publications Manager at Tufts Health Plan Network Health
Industry Publishing
Experience
Tufts Health Plan - Network Health April 2015 - Present
Tufts Health Plan - Network Health January 2013 - Present
HealthLeaders Media October 2009 - January 2013
Fidelity Investments 2006 - 2009
HCPro Inc. 2004 - 2006
Clinique 2001 - 2002
Clinique 2001 - 2002
Council Travel 1997 - 2000
Journal Transcript Newspapers 1997 - 1999
Abt Associates 1995 - 1997
Skills
Newsletters, Editing, Public Relations, Marketing, Journalism, Publications, Internal Communications, Copy Editing, Management, Publishing, Market Research, Public Speaking, Copywriting, Web Content, Content Management, Marketing Communications, Marketing Strategy, Sales, Healthcare, Media Relations, Corporate Communications, Content Development, Strategic Planning, Video, Magazine Articles, News Writing, Travel Planning, Travel Writing, Cosmetics, Customer Service, Finance, healthcare writing, Web Content Management, Web Project Management, Project Management
Education
Garber - Travel School of America 1995 — 1996
Supplemental, Hotel and Airline Travel
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Arts (B.A.), English
Fayetteville-Manlius High School 1986 — 1989
High School Diploma
Tufts Health Plan - Network Health April 2015 - Present
Tufts Health Plan - Network Health January 2013 - Present
HealthLeaders Media October 2009 - January 2013
Fidelity Investments 2006 - 2009
HCPro Inc. 2004 - 2006
Clinique 2001 - 2002
Clinique 2001 - 2002
Council Travel 1997 - 2000
Journal Transcript Newspapers 1997 - 1999
Abt Associates 1995 - 1997
Skills
Newsletters, Editing, Public Relations, Marketing, Journalism, Publications, Internal Communications, Copy Editing, Management, Publishing, Market Research, Public Speaking, Copywriting, Web Content, Content Management, Marketing Communications, Marketing Strategy, Sales, Healthcare, Media Relations, Corporate Communications, Content Development, Strategic Planning, Video, Magazine Articles, News Writing, Travel Planning, Travel Writing, Cosmetics, Customer Service, Finance, healthcare writing, Web Content Management, Web Project Management, Project Management
Education
Garber - Travel School of America 1995 — 1996
Supplemental, Hotel and Airline Travel
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Arts (B.A.), English
Fayetteville-Manlius High School 1986 — 1989
High School Diploma
Steven Medina Steven Medina's Fidelity Investments Experience 1996 - 1999
Job Vice President at AGTM Engineering, LLC
Industry Construction
Experience
AGTM Engineering 2003 - Present
MajescoMastek 2001 - 2003
IBM 1999 - 2001
Fidelity Investments 1996 - 1999
Bob Davis Toyota 1994 - 1995
Education
Stephen F. Austin State University 1989 — 1993
Business
University of North Texas 1985 — 1988
AGTM Engineering 2003 - Present
MajescoMastek 2001 - 2003
IBM 1999 - 2001
Fidelity Investments 1996 - 1999
Bob Davis Toyota 1994 - 1995
Education
Stephen F. Austin State University 1989 — 1993
Business
University of North Texas 1985 — 1988
Paul Zettl Paul Zettl's Fidelity Investments Experience September 1998 - April 2008
Job Head of Integrated Marketing at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price May 2014 - Present
TD Ameritrade July 2012 - April 2014
TD Ameritrade April 2008 - August 2012
Fidelity Investments September 1998 - April 2008
Fidelity Registered Investment Advisor Group 2004 - 2005
Bronner Slosberg Humphrey 1996 - 1998
Unisys 1990 - 1996
Skills
Integrated Marketing, Segmentation, Product Marketing, Business Strategy, Business Planning, Market Research, Corporate Branding, Advertising, Customer Acquisition, Social Media Marketing, Digital Marketing, Marketing Strategy, Retail Marketing, Institutional Investors, Wealth Management, Estate Planning, Cross-functional Team..., Leading Diverse Teams, Influencer Marketing, Program Management, Direct Marketing, Management, Institutional..., Financial Services, Analytics, Series 7, Leadership, Social Media, Mutual Funds, Marketing, Series 24, Strategic Partnerships, ETFs, Investment Advisory, Product Launch, Strategy
Education
Schiller International University, Heidelberg Germany
State University of New York College at Cortland
Bachelor of Arts, Political Science and Economics
Wharton School of Business
Securities Industry Institute
T. Rowe Price May 2014 - Present
TD Ameritrade July 2012 - April 2014
TD Ameritrade April 2008 - August 2012
Fidelity Investments September 1998 - April 2008
Fidelity Registered Investment Advisor Group 2004 - 2005
Bronner Slosberg Humphrey 1996 - 1998
Unisys 1990 - 1996
Skills
Integrated Marketing, Segmentation, Product Marketing, Business Strategy, Business Planning, Market Research, Corporate Branding, Advertising, Customer Acquisition, Social Media Marketing, Digital Marketing, Marketing Strategy, Retail Marketing, Institutional Investors, Wealth Management, Estate Planning, Cross-functional Team..., Leading Diverse Teams, Influencer Marketing, Program Management, Direct Marketing, Management, Institutional..., Financial Services, Analytics, Series 7, Leadership, Social Media, Mutual Funds, Marketing, Series 24, Strategic Partnerships, ETFs, Investment Advisory, Product Launch, Strategy
Education
Schiller International University, Heidelberg Germany
State University of New York College at Cortland
Bachelor of Arts, Political Science and Economics
Wharton School of Business
Securities Industry Institute
Brian Hineline Brian Hineline's Fidelity Investments Experience September 2004 - Present
Job
Industry Financial Services
Experience
Fidelity Investments September 2004 - Present
Paychex September 2002 - June 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Business Administration (BBA)
Fidelity Investments September 2004 - Present
Paychex September 2002 - June 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Business Administration (BBA)
Julie Colucci's Fidelity Investments Experience September 2001 - August 2002
Job Client Account Team Supervisor at BTS Asset Management
Industry Financial Services
Experience
BTS Asset Management October 2010 - Present
Silver Bridge Advisors February 2008 - July 2010
Silver Bridge Advisors February 2006 - February 2008
Boston Financial Data Services October 2005 - February 2006
Natixis Global Associates November 2003 - September 2005
Natixis Global Advisors September 2002 - November 2003
Fidelity Investments September 2001 - August 2002
Enmed Inc. September 2000 - April 2001
Consumer Credit Counseling Service February 1994 - September 2000
Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation
Education
State University of New York College at Geneseo 1987 — 1991
BS, Elementary Education
BTS Asset Management October 2010 - Present
Silver Bridge Advisors February 2008 - July 2010
Silver Bridge Advisors February 2006 - February 2008
Boston Financial Data Services October 2005 - February 2006
Natixis Global Associates November 2003 - September 2005
Natixis Global Advisors September 2002 - November 2003
Fidelity Investments September 2001 - August 2002
Enmed Inc. September 2000 - April 2001
Consumer Credit Counseling Service February 1994 - September 2000
Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation
Education
State University of New York College at Geneseo 1987 — 1991
BS, Elementary Education
Kay Stoner's Fidelity Investments Experience April 2009 - June 2010
Job Principal Program Manager Search Lead at EMC
Industry Information Technology and Services
Experience
EMC July 2015 - Present
Women In Music with Laney Goodman August 1996 - Present
Randstad (@ Bose) May 2014 - July 2015
Paris: In And Out July 2014 - June 2015
Thought2Form Productions February 2006 - March 2015
Dassault Systemes February 2013 - May 2014
Dassault Systemes June 2010 - May 2014
Dassault Systèmes SolidWorks Corp. 2010 - May 2014
Fidelity Investments April 2009 - June 2010
Veritude, A Fidelity Investments Company 2009 - June 2010
Skills
Web Development, Program Management, Recording, Web Architecture, Content Management, Omniture, Site Catalyst, Google Analytics, HTML, HTML emails, CSS, JavaScript, JavaScript Libraries, Linux, Linux System..., MySQL, SQL, Social Media, Social Media Marketing, Web Analytics, Data Analysis, Database Design, Unix, Adobe Creative Suite, Photoshop, Web Content Optimization, Web Performance, Performance Testing, Performance Tuning, Atlassian Confluence, Atlassian JIRA, Guerilla CSS - working..., Guerilla HTML - working..., Guerilla JavaScript -..., PHP, phpMyAdmin, Content localization..., Geotargeting, Website localization, Data-driven Decision..., Data-driven Marketing, Enterprise Software, Databases, Confluence, Web Applications, Technical Writing, tool design, inventing, Website Localization, User Experience
Education
Kanban Basics - Bose internal training 2015 — 2015
Completed training
University of Tübingen 1985 — 1987
None
State University of New York College at Potsdam 1983 — 1985
None
EMC July 2015 - Present
Women In Music with Laney Goodman August 1996 - Present
Randstad (@ Bose) May 2014 - July 2015
Paris: In And Out July 2014 - June 2015
Thought2Form Productions February 2006 - March 2015
Dassault Systemes February 2013 - May 2014
Dassault Systemes June 2010 - May 2014
Dassault Systèmes SolidWorks Corp. 2010 - May 2014
Fidelity Investments April 2009 - June 2010
Veritude, A Fidelity Investments Company 2009 - June 2010
Skills
Web Development, Program Management, Recording, Web Architecture, Content Management, Omniture, Site Catalyst, Google Analytics, HTML, HTML emails, CSS, JavaScript, JavaScript Libraries, Linux, Linux System..., MySQL, SQL, Social Media, Social Media Marketing, Web Analytics, Data Analysis, Database Design, Unix, Adobe Creative Suite, Photoshop, Web Content Optimization, Web Performance, Performance Testing, Performance Tuning, Atlassian Confluence, Atlassian JIRA, Guerilla CSS - working..., Guerilla HTML - working..., Guerilla JavaScript -..., PHP, phpMyAdmin, Content localization..., Geotargeting, Website localization, Data-driven Decision..., Data-driven Marketing, Enterprise Software, Databases, Confluence, Web Applications, Technical Writing, tool design, inventing, Website Localization, User Experience
Education
Kanban Basics - Bose internal training 2015 — 2015
Completed training
University of Tübingen 1985 — 1987
None
State University of New York College at Potsdam 1983 — 1985
None
Robert Wands's Fidelity Investments Experience March 1987 - December 1989
Job Securities Industry Investment Executive
Industry Financial Services
Experience
Knight Capital Group 2007 - Present
UNX July 2005 - January 2007
Capital Institutional Services January 1990 - April 2005
Fidelity Investments March 1987 - December 1989
Skills
New Business Development, Equity Trading, Series 7, Sales, Fixed Income, Equities, Strategy, Investments, Microsoft Excel, Relationship Management, Securities, Electronic Trading, Trading Systems, Options, Trading, Hedge Funds, ETFs, Series 24, FINRA
Education
Stephen F. Austin State University 1982 — 1986
BBA, Double Major: Finance & Marketing
Knight Capital Group 2007 - Present
UNX July 2005 - January 2007
Capital Institutional Services January 1990 - April 2005
Fidelity Investments March 1987 - December 1989
Skills
New Business Development, Equity Trading, Series 7, Sales, Fixed Income, Equities, Strategy, Investments, Microsoft Excel, Relationship Management, Securities, Electronic Trading, Trading Systems, Options, Trading, Hedge Funds, ETFs, Series 24, FINRA
Education
Stephen F. Austin State University 1982 — 1986
BBA, Double Major: Finance & Marketing
Laura Boyd's Fidelity Investments Experience January 2007 - February 2009
Job Senior Program Manager at Brightcove
Industry Information Technology and Services
Experience
Brightcove November 2013 - Present
PerkinElmer September 2012 - November 2013
CIDC June 2010 - September 2012
CIDC October 2009 - June 2010
CIDC July 2009 - October 2009
Fidelity Investments January 2007 - February 2009
Fidelity Investments January 2006 - December 2006
Fidelity Investments August 2003 - December 2005
Fidelity Investments June 2002 - July 2003
Fidelity Investments June 2000 - May 2002
Skills
Project Management, Team Building, MS Project, SDLC, Budget, Agile Project Management, Scrum, Budgets, Agile Methodologies, Waterfall, Software Project..., Relationship Management, Product Life Cycle, Software Development, Process Improvement, Team Leadership, Product Management, Management, Business Analysis, Databases, Strategy, Integration, Software Documentation, Change Management, Testing, Leadership, Enterprise Architecture, Enterprise Software, Team Management, Project Planning, Business Intelligence, Product Development, Vendor Management
Education
State University of New York College at Potsdam 1985 — 1989
BA
Brightcove November 2013 - Present
PerkinElmer September 2012 - November 2013
CIDC June 2010 - September 2012
CIDC October 2009 - June 2010
CIDC July 2009 - October 2009
Fidelity Investments January 2007 - February 2009
Fidelity Investments January 2006 - December 2006
Fidelity Investments August 2003 - December 2005
Fidelity Investments June 2002 - July 2003
Fidelity Investments June 2000 - May 2002
Skills
Project Management, Team Building, MS Project, SDLC, Budget, Agile Project Management, Scrum, Budgets, Agile Methodologies, Waterfall, Software Project..., Relationship Management, Product Life Cycle, Software Development, Process Improvement, Team Leadership, Product Management, Management, Business Analysis, Databases, Strategy, Integration, Software Documentation, Change Management, Testing, Leadership, Enterprise Architecture, Enterprise Software, Team Management, Project Planning, Business Intelligence, Product Development, Vendor Management
Education
State University of New York College at Potsdam 1985 — 1989
BA
Shawn Pate's Fidelity Investments Experience September 2006 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Fidelity Investments October 2003 - January 2006
Fidelity Investments September 2000 - October 2003
State Street October 1997 - September 2000
Skills
IT Project & Program..., Financial Services, Brokerage, Banking, Cash Management, ACH, Wire Transfers, Strategic Planning, Budgeting, IT Transformation, Software Development, Communication, Systems Analysis, Quality Assurance, Software Implementation, Cross-functional Team..., Matrix Management, Vendor Management, Fixed Income
Education
Tufts University 1992 — 1994
M.S., Environmental Engineering/Hazardous Waste Management
State University of New York College at Plattsburgh 1983 — 1987
B.S., Biology
Fidelity Investments September 2006 - Present
Fidelity Investments October 2003 - January 2006
Fidelity Investments September 2000 - October 2003
State Street October 1997 - September 2000
Skills
IT Project & Program..., Financial Services, Brokerage, Banking, Cash Management, ACH, Wire Transfers, Strategic Planning, Budgeting, IT Transformation, Software Development, Communication, Systems Analysis, Quality Assurance, Software Implementation, Cross-functional Team..., Matrix Management, Vendor Management, Fixed Income
Education
Tufts University 1992 — 1994
M.S., Environmental Engineering/Hazardous Waste Management
State University of New York College at Plattsburgh 1983 — 1987
B.S., Biology
Charlie DeVito's Fidelity Investments Experience September 2007 - May 2008
Job Retirement Consultant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement May 2008 - Present
Fidelity Investments September 2007 - May 2008
Skills
Series 63, Series 7, IRAs, Process Improvement, Investments, Mutual Funds, Training, Retirement Planning, Life Insurance, Retirement, Asset Allocation, 401k, Series 6, Insurance
Education
State University of New York College of Environmental Sciences and Forestry 1981 — 1983
Empower Retirement May 2008 - Present
Fidelity Investments September 2007 - May 2008
Skills
Series 63, Series 7, IRAs, Process Improvement, Investments, Mutual Funds, Training, Retirement Planning, Life Insurance, Retirement, Asset Allocation, 401k, Series 6, Insurance
Education
State University of New York College of Environmental Sciences and Forestry 1981 — 1983
Donna McKeon's Fidelity Investments Experience SupervisorNASD1989 - 2000
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments SupervisorNASD1989 - 2000
Education
State University of New York College at Oneonta 1982 — 1986
Fidelity Investments SupervisorNASD1989 - 2000
Education
State University of New York College at Oneonta 1982 — 1986
Paul Kreutter's Fidelity Investments Experience April 2005 - Present
Job Senior Project Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2005 - Present
APP Software Associates 1999 - 2009
Citibank (Banamex USA) 1989 - 2003
Ajilon 1998 - 2002
Citibank Student Loan Corporation 1997 - 2002
JTS Computer Services, Inc 1985 - 1986
First Federal Savings and Loan 1977 - 1981
Education
State University of New York College at Oswego 1972 — 1976
Fidelity Investments April 2005 - Present
APP Software Associates 1999 - 2009
Citibank (Banamex USA) 1989 - 2003
Ajilon 1998 - 2002
Citibank Student Loan Corporation 1997 - 2002
JTS Computer Services, Inc 1985 - 1986
First Federal Savings and Loan 1977 - 1981
Education
State University of New York College at Oswego 1972 — 1976
Jackson Tam's Fidelity Investments Experience April 2012 - Present
Job Senior Accountant at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments April 2012 - Present
National Grid April 2011 - April 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers November 2007 - September 2008
Praetorian Financial Group 2004 - 2006
Skills
Accounting, Financial Reporting
Education
State University of New York College at Buffalo 1997 — 2002
Fidelity Investments April 2012 - Present
National Grid April 2011 - April 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers November 2007 - September 2008
Praetorian Financial Group 2004 - 2006
Skills
Accounting, Financial Reporting
Education
State University of New York College at Buffalo 1997 — 2002
Michelle Janisch's Fidelity Investments Experience Quality Assurance AnalystHewitt Associates1999 - Present
Job Actuarial Benefit Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments Quality Assurance AnalystHewitt Associates1999 - Present
Education
State University of New York College at Potsdam 1995 — 1999
Fidelity Investments Quality Assurance AnalystHewitt Associates1999 - Present
Education
State University of New York College at Potsdam 1995 — 1999
Michelle Reimer's Fidelity Investments Experience Benefits SpecialistAon ConsultingSeptember 2004 - October 2007
Job Actuarial Analyst at Fidelity Investments
Industry Business Supplies and Equipment
Experience
Fidelity Investments Benefits SpecialistAon ConsultingSeptember 2004 - October 2007
Hewitt Associates September 1999 - September 2004
Education
State University of New York College at Potsdam 1995 — 1999
Fidelity Investments Benefits SpecialistAon ConsultingSeptember 2004 - October 2007
Hewitt Associates September 1999 - September 2004
Education
State University of New York College at Potsdam 1995 — 1999
David van Ryn's Fidelity Investments Experience May 2007 - May 2008
Job Systems Support Analyst III at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank April 2010 - Present
BB&T May 2008 - April 2010
Fidelity Investments May 2007 - May 2008
First Citizens Bank June 2000 - May 2007
First Citizens Bank 1996 - 2007
Skills
SharePoint, SQL, XML, Software Documentation, Mainframe, SDLC, Visio, ITIL v3 Foundations..., Testing, Oracle, DB2, Analysis, Banking, Systems Analysis
Education
State University of New York at Albany 1988 — 1991
BA, Political Science
SUNY Cortland 1987 — 1988
First Citizens Bank April 2010 - Present
BB&T May 2008 - April 2010
Fidelity Investments May 2007 - May 2008
First Citizens Bank June 2000 - May 2007
First Citizens Bank 1996 - 2007
Skills
SharePoint, SQL, XML, Software Documentation, Mainframe, SDLC, Visio, ITIL v3 Foundations..., Testing, Oracle, DB2, Analysis, Banking, Systems Analysis
Education
State University of New York at Albany 1988 — 1991
BA, Political Science
SUNY Cortland 1987 — 1988
Steve Mannion's Fidelity Investments Experience October 2015 - Present
Job Financial Representative Personal Investing at Fidelity Investments
Industry Consumer Electronics
Experience
Fidelity Investments October 2015 - Present
SMD Wealth Management August 2012 - Present
Sony Electronics April 1992 - June 2012
Sony Electronics August 1989 - April 1992
Sony Electronics June 1988 - July 1989
Skills
Forecasting, CRM, Product Marketing, Consumer Electronics, Product Launch, Direct Sales, Market Analysis, Multi-channel Marketing, Event Planning, Trade Show Exhibitor, Strategic Account &..., Inventory & sell..., Key Account Management
Education
Stephen F. Austin State University 1981 — 1985
BBA, Business Management
Sony Electronics Inc. 2000 — 2011
Training Classes
Fidelity Investments October 2015 - Present
SMD Wealth Management August 2012 - Present
Sony Electronics April 1992 - June 2012
Sony Electronics August 1989 - April 1992
Sony Electronics June 1988 - July 1989
Skills
Forecasting, CRM, Product Marketing, Consumer Electronics, Product Launch, Direct Sales, Market Analysis, Multi-channel Marketing, Event Planning, Trade Show Exhibitor, Strategic Account &..., Inventory & sell..., Key Account Management
Education
Stephen F. Austin State University 1981 — 1985
BBA, Business Management
Sony Electronics Inc. 2000 — 2011
Training Classes
Julie Hartland's Fidelity Investments Experience January 2007 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Chesterbrook Academy September 2003 - March 2004
XM Satellite Radio 2001 - May 2003
Motient Corporation 1996 - 2001
Skills
Business Analysis, Vendor Management, Project Management, SDLC, Software Documentation, Requirements Analysis, Program Management, Visio, Databases, Leadership, Process Improvement, SQL, Software Project..., Microsoft Office
Education
State University of New York College at Cortland 1992 — 1993
Master of Science (M.S.), Education
State University of New York College at Buffalo 1987 — 1991
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Fidelity Investments January 2007 - Present
Chesterbrook Academy September 2003 - March 2004
XM Satellite Radio 2001 - May 2003
Motient Corporation 1996 - 2001
Skills
Business Analysis, Vendor Management, Project Management, SDLC, Software Documentation, Requirements Analysis, Program Management, Visio, Databases, Leadership, Process Improvement, SQL, Software Project..., Microsoft Office
Education
State University of New York College at Cortland 1992 — 1993
Master of Science (M.S.), Education
State University of New York College at Buffalo 1987 — 1991
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Bill DeMarzo's Fidelity Investments Experience June 2004 - June 2008
Job Sourcing Manager at Nokia
Industry Financial Services
Experience
Nokia June 2008 - Present
Fidelity Investments June 2004 - June 2008
Prudential Financial January 2000 - June 2004
Cartus June 1996 - December 1999
The Bank of New York 1992 - 1996
Education
State University of New York College at Cortland 1987 — 1989
BA, Communication
Nokia June 2008 - Present
Fidelity Investments June 2004 - June 2008
Prudential Financial January 2000 - June 2004
Cartus June 1996 - December 1999
The Bank of New York 1992 - 1996
Education
State University of New York College at Cortland 1987 — 1989
BA, Communication
Aruna Joseph's Fidelity Investments Experience August 2007 - June 2008
Job Workday Functional Consultant with MBA and 8+ yrs experience in HR
Industry Human Resources
Experience
CSC December 2013 - Present
TD BANK January 2012 - November 2012
TRANSPERFECT TRANSLATIONS Inc August 2008 - September 2012
Fidelity Investments August 2007 - June 2008
Skills
Talent Acquisition, Employee Engagement, Human Resources, Performance Appraisal, Technical Recruiting, Performance Management, HR Policies, Talent Management, Employee Relations, Benefits Negotiation, Screening, HRIS, Sourcing, Recruiting, Management, Team Management, Vendor Management, Personnel Management, Requirements Analysis, SDLC, Business Analysis, Resource Management
Education
LIBA 2006 — 2007
PGDHRM, HRM, 3.98 GPA
Loyola college 2003 — 2005
MSC, Biotechnology, 3.98
Stella Maris College 2000 — 2003
BSC, Zoology, 3.60 GPA
Sacred Heart matriculation 1985 — 2000
school
CSC December 2013 - Present
TD BANK January 2012 - November 2012
TRANSPERFECT TRANSLATIONS Inc August 2008 - September 2012
Fidelity Investments August 2007 - June 2008
Skills
Talent Acquisition, Employee Engagement, Human Resources, Performance Appraisal, Technical Recruiting, Performance Management, HR Policies, Talent Management, Employee Relations, Benefits Negotiation, Screening, HRIS, Sourcing, Recruiting, Management, Team Management, Vendor Management, Personnel Management, Requirements Analysis, SDLC, Business Analysis, Resource Management
Education
LIBA 2006 — 2007
PGDHRM, HRM, 3.98 GPA
Loyola college 2003 — 2005
MSC, Biotechnology, 3.98
Stella Maris College 2000 — 2003
BSC, Zoology, 3.60 GPA
Sacred Heart matriculation 1985 — 2000
school
Wendy Goodman-Abrams's Fidelity Investments Experience November 1999 - July 2007
Job at
Industry Banking
Experience
Dime Savings Bank of Williamsburgh September 2014 - Present
Dime Savings Bank of Williamsburgh August 2011 - September 2014
HSBC Bank 2007 - 2011
Fidelity Investments November 1999 - July 2007
Skills
Banking, Commercial Banking, Insurance, Retirement Planning
Education
State University of New York College at Oneonta 1988 — 1992
Dime Savings Bank of Williamsburgh September 2014 - Present
Dime Savings Bank of Williamsburgh August 2011 - September 2014
HSBC Bank 2007 - 2011
Fidelity Investments November 1999 - July 2007
Skills
Banking, Commercial Banking, Insurance, Retirement Planning
Education
State University of New York College at Oneonta 1988 — 1992
Dan Raymond's Fidelity Investments Experience July 2010 - Present
Job Director, Supplier Management at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments January 2001 - July 2010
Skills
Negotiation, Vendor Management, Supply Management, Strategic Sourcing
Education
State University of New York College at Cortland 1996 — 2000
Bachelors, Sports Management, Economics
Rochester Institute of Technology
Executive MBA
Fidelity Investments July 2010 - Present
Fidelity Investments January 2001 - July 2010
Skills
Negotiation, Vendor Management, Supply Management, Strategic Sourcing
Education
State University of New York College at Cortland 1996 — 2000
Bachelors, Sports Management, Economics
Rochester Institute of Technology
Executive MBA
J. David Mitchell's Fidelity Investments Experience June 1998 - Present
Job Vice President/ Financial Consultant
Industry Financial Services
Experience
Fidelity Investments June 1998 - Present
Education
Stephen F. Austin State University 1990 — 1996
BBA, Finance
Fidelity Investments June 1998 - Present
Education
Stephen F. Austin State University 1990 — 1996
BBA, Finance
Edward McGloine's Fidelity Investments Experience 2002 - 2006
Job DB Solution Architect at ACS, a Xerox Company
Industry Financial Services
Experience
ACS, a Xerox Company January 2012 - December 2012
Mercer Outsourcing 2007 - December 2011
Pyramis Global Advisors 2006 - 2007
Fidelity Investments 2002 - 2006
Securian Financial Group 2001 - 2002
Allmerica Financial 1988 - 2001
Metropolitan Life Insurance Company April 1981 - March 1988
Skills
Investments, Mutual Funds, Pensions, Asset Managment, Financial Services, Portfolio Management, Business Analysis, Employee Benefits, Strategic Planning, Project Management, Process Improvement, Relationship Management, Vendor Management, 401k, Financial Analysis, Retirement, SDLC, Series 7, Business Development, Asset Allocation, Outsourcing, Analysis, Program Management, Business Planning, Defined Benefit
Education
State University of New York College at Plattsburgh 1975 — 1979
BA, Political Science
Chaminade High School 1971 — 1975
High School, General Studies
ACS, a Xerox Company January 2012 - December 2012
Mercer Outsourcing 2007 - December 2011
Pyramis Global Advisors 2006 - 2007
Fidelity Investments 2002 - 2006
Securian Financial Group 2001 - 2002
Allmerica Financial 1988 - 2001
Metropolitan Life Insurance Company April 1981 - March 1988
Skills
Investments, Mutual Funds, Pensions, Asset Managment, Financial Services, Portfolio Management, Business Analysis, Employee Benefits, Strategic Planning, Project Management, Process Improvement, Relationship Management, Vendor Management, 401k, Financial Analysis, Retirement, SDLC, Series 7, Business Development, Asset Allocation, Outsourcing, Analysis, Program Management, Business Planning, Defined Benefit
Education
State University of New York College at Plattsburgh 1975 — 1979
BA, Political Science
Chaminade High School 1971 — 1975
High School, General Studies
Robert Dazi's Fidelity Investments Experience April 2006 - Present
Job VP/Senior Branch Office Manager @ Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Education
State University of New York College at Plattsburgh 1983 — 1987
BS, Marketing
Fidelity Investments April 2006 - Present
Education
State University of New York College at Plattsburgh 1983 — 1987
BS, Marketing
Joe Campana's Fidelity Investments Experience November 1993 - March 1999
Job Group Insurance Manager at P&A Group
Industry Financial Services
Experience
P&A Group January 2010 - Present
Internal Revenue Service October 2009 - May 2010
Principal Financial Group September 2005 - December 2008
HSBC Bank USA October 2002 - September 2005
Edward Jones March 1999 - March 2002
Fidelity Investments November 1993 - March 1999
Skills
Portfolio Management, Sales, Marketing, Customer Service, Client Education, Investments, Insurance, Health Insurance, Microsoft Office, Microsoft Excel, Employee Benefits, Team Building, Strategic Planning, Financial Analysis, Account Management, Retirement Planning, Process Improvement, Leadership, Training, Sales Management, Management, Retirement, CRM, Strategic Financial..., 401k
Education
Stephen F. Austin State University 1982 — 1986
BS, Education
P&A Group January 2010 - Present
Internal Revenue Service October 2009 - May 2010
Principal Financial Group September 2005 - December 2008
HSBC Bank USA October 2002 - September 2005
Edward Jones March 1999 - March 2002
Fidelity Investments November 1993 - March 1999
Skills
Portfolio Management, Sales, Marketing, Customer Service, Client Education, Investments, Insurance, Health Insurance, Microsoft Office, Microsoft Excel, Employee Benefits, Team Building, Strategic Planning, Financial Analysis, Account Management, Retirement Planning, Process Improvement, Leadership, Training, Sales Management, Management, Retirement, CRM, Strategic Financial..., 401k
Education
Stephen F. Austin State University 1982 — 1986
BS, Education
Jim MacBlane's Fidelity Investments Experience May 2003 - December 2008
Job IT Project Manager at Staples
Industry Financial Services
Experience
Staples June 2010 - Present
Fidelity Investments May 2003 - December 2008
Fidelity Investments January 2000 - May 2003
Fidelity Investments January 1996 - December 2000
EDS, an HP Company February 1994 - January 1996
EDS, an HP Company January 1990 - February 1994
Skills
SDLC, IT Strategy, Program Management, Business Process, Project Management, Software Project..., IT Service Management, Software Development, Strategy, SharePoint, Management, Customer Service, Business Analysis, Enterprise Software, Leadership, Agile Methodologies, Process Improvement, Analysis, Requirements Gathering, Vendor Management
Education
State University of New York College at Oswego 1986 — 1989
BS, Math, Economics
Staples June 2010 - Present
Fidelity Investments May 2003 - December 2008
Fidelity Investments January 2000 - May 2003
Fidelity Investments January 1996 - December 2000
EDS, an HP Company February 1994 - January 1996
EDS, an HP Company January 1990 - February 1994
Skills
SDLC, IT Strategy, Program Management, Business Process, Project Management, Software Project..., IT Service Management, Software Development, Strategy, SharePoint, Management, Customer Service, Business Analysis, Enterprise Software, Leadership, Agile Methodologies, Process Improvement, Analysis, Requirements Gathering, Vendor Management
Education
State University of New York College at Oswego 1986 — 1989
BS, Math, Economics
Tolsch Ed's Fidelity Investments Experience January 2008 - Present
Job Director of Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Fidelity Investments January 2001 - December 2007
Fidelity Investments August 1993 - December 2000
Coopers & Lybrand Consulting July 1988 - July 1993
Skills
SOA, Solution Architecture, Agile Methodologies, Enterprise Architecture, Web Services, IT Strategy, Infrastructure, Software Development, Performance Tuning, Distributed Systems, Java Enterprise Edition, Relational Databases, Requirements Analysis, SDLC, Integration, Software Project..., Architecture
Education
State University of New York College at Oswego 1986 — 1988
BA, Computer Science
Fidelity Investments January 2008 - Present
Fidelity Investments January 2001 - December 2007
Fidelity Investments August 1993 - December 2000
Coopers & Lybrand Consulting July 1988 - July 1993
Skills
SOA, Solution Architecture, Agile Methodologies, Enterprise Architecture, Web Services, IT Strategy, Infrastructure, Software Development, Performance Tuning, Distributed Systems, Java Enterprise Edition, Relational Databases, Requirements Analysis, SDLC, Integration, Software Project..., Architecture
Education
State University of New York College at Oswego 1986 — 1988
BA, Computer Science
Irina Posternak's Fidelity Investments Experience July 1999 - March 2012
Job Oracle DBA at Boston Children's Hospital
Industry Information Technology and Services
Experience
Boston Children's Hospital November 2013 - Present
Fidelity Investments July 1999 - March 2012
AT&T Capital January 1998 - June 1999
Skills
Data Warehousing, Software Development, SQL, PL/SQL, Databases, Data Modeling, Unix, Oracle, Oracle Applications, Oracle Financials, Oracle Discoverer, Oracle E-Business Suite, C, C++, Java, Integration, Software Documentation, Requirements Gathering, Shell Scripting
Education
Нижегородский Государственный Университет им. Н.И. Лобачевского (ННГУ) 1988 — 1993
MA, Information technology
Boston Children's Hospital November 2013 - Present
Fidelity Investments July 1999 - March 2012
AT&T Capital January 1998 - June 1999
Skills
Data Warehousing, Software Development, SQL, PL/SQL, Databases, Data Modeling, Unix, Oracle, Oracle Applications, Oracle Financials, Oracle Discoverer, Oracle E-Business Suite, C, C++, Java, Integration, Software Documentation, Requirements Gathering, Shell Scripting
Education
Нижегородский Государственный Университет им. Н.И. Лобачевского (ННГУ) 1988 — 1993
MA, Information technology
Allison Gabby's Fidelity Investments Experience February 2010 - June 2012
Job Series 7/63 Personal Lines Insurance
Industry Financial Services
Experience
AAA Texas July 2013 - Present
Roll2Play June 2012 - July 2013
Fidelity Investments February 2010 - June 2012
Skills
Customer Advocacy, Series 7, Series 63, Property & Casualty..., Problem Solving, Customer Service, Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Satisfaction, Insurance, Sales, Strategy, Retail
Education
Stephen F. Austin State University 2005 — 2008
BS, Geography
AAA Texas July 2013 - Present
Roll2Play June 2012 - July 2013
Fidelity Investments February 2010 - June 2012
Skills
Customer Advocacy, Series 7, Series 63, Property & Casualty..., Problem Solving, Customer Service, Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Satisfaction, Insurance, Sales, Strategy, Retail
Education
Stephen F. Austin State University 2005 — 2008
BS, Geography
Betsy Warde's Fidelity Investments Experience 1986 - 1997
Job Regional Human Resource Manager Walgreens
Industry Human Resources
Experience
Walgreens June 2012 - Present
Mercer January 2006 - December 2011
Putnam 1997 - 2006
Fidelity Investments 1986 - 1997
Skills
Leadership Development, Organizational Learning, Talent Management, Organizational..., Performance Management, Succession Planning, Talent Assessment, Strategy, Career Development, Training, Employee Relations, Human Resources, Workforce Planning, Talent Acquisition, Program Management, Leadership, Onboarding, Employee Engagement, Change Management, Management
Education
Suffolk University - Sawyer Business School 1990 — 1995
MBA
State University of New York College at Potsdam 1982 — 1986
BM
Walgreens June 2012 - Present
Mercer January 2006 - December 2011
Putnam 1997 - 2006
Fidelity Investments 1986 - 1997
Skills
Leadership Development, Organizational Learning, Talent Management, Organizational..., Performance Management, Succession Planning, Talent Assessment, Strategy, Career Development, Training, Employee Relations, Human Resources, Workforce Planning, Talent Acquisition, Program Management, Leadership, Onboarding, Employee Engagement, Change Management, Management
Education
Suffolk University - Sawyer Business School 1990 — 1995
MBA
State University of New York College at Potsdam 1982 — 1986
BM
Craig Schaffer, PMP®'s Fidelity Investments Experience February 1998 - November 2010
Job Project Manager at Veritude
Industry Information Technology and Services
Experience
Veritude February 2012 - Present
United Guarantee Corp March 2011 - February 2012
Fidelity Investments February 1998 - November 2010
Skills
Project Management, Requirements Analysis, Change Management, SDLC, PMO, PMP, Waterfall, Budgets, Team Building, Management, Software Project..., Process Improvement, Cross-functional Team..., Systems Analysis, Vendor Management, Quality Center, CRM, Risk Management, Business Analysis, User Acceptance Testing
Education
State University of New York College at Potsdam 1971 — 1975
BA, Geography and Anthropology
Veritude February 2012 - Present
United Guarantee Corp March 2011 - February 2012
Fidelity Investments February 1998 - November 2010
Skills
Project Management, Requirements Analysis, Change Management, SDLC, PMO, PMP, Waterfall, Budgets, Team Building, Management, Software Project..., Process Improvement, Cross-functional Team..., Systems Analysis, Vendor Management, Quality Center, CRM, Risk Management, Business Analysis, User Acceptance Testing
Education
State University of New York College at Potsdam 1971 — 1975
BA, Geography and Anthropology
David Melchor, CFP®'s Fidelity Investments Experience April 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - March 2015
Fidelity Investments October 2012 - October 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2010 - 2011
Merrill Lynch May 2008 - August 2008
Skills
Investments, Customer Service, Sales, Leadership, Microsoft Office, Microsoft Excel, Retirement Planning, Series 7, Microsoft Word, Financial Analysis
Education
Stephen F. Austin State University 2005 — 2005
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - March 2015
Fidelity Investments October 2012 - October 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2010 - 2011
Merrill Lynch May 2008 - August 2008
Skills
Investments, Customer Service, Sales, Leadership, Microsoft Office, Microsoft Excel, Retirement Planning, Series 7, Microsoft Word, Financial Analysis
Education
Stephen F. Austin State University 2005 — 2005
Bachelor of Business Administration (BBA), Finance, General
Rusty Sarver's Fidelity Investments Experience March 2010 - Present
Job VP, Regional Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Fidelity Investments 2006 - July 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1998 - 1999
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Education
Stephen F. Austin State University 1992 — 1995
BAAS, Business, Agriculture
Fidelity Investments March 2010 - Present
Fidelity Investments 2006 - July 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1998 - 1999
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Education
Stephen F. Austin State University 1992 — 1995
BAAS, Business, Agriculture
Aleksandra Killinger's Fidelity Investments Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments November 2013 - Present
ING August 2009 - October 2013
Corporate IT September 2006 - December 2008
Corporate IT September 2006 - August 2007
US Bank March 2005 - August 2006
United Health Group December 2003 - May 2004
Skills
Finance, Business Analysis, Financial Analysis, Forecasting, Management, Project Management, Budgets, Analysis, Accounting, Portfolio Management, Variance Analysis
Education
State University of New York College at Plattsburgh 2000 — 2003
BS, International Business
Fidelity Investments February 2015 - Present
Fidelity Investments November 2013 - Present
ING August 2009 - October 2013
Corporate IT September 2006 - December 2008
Corporate IT September 2006 - August 2007
US Bank March 2005 - August 2006
United Health Group December 2003 - May 2004
Skills
Finance, Business Analysis, Financial Analysis, Forecasting, Management, Project Management, Budgets, Analysis, Accounting, Portfolio Management, Variance Analysis
Education
State University of New York College at Plattsburgh 2000 — 2003
BS, International Business
Dan Delay's Fidelity Investments Experience 1996 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1996 - Present
Harris Bank 1990 - 1996
The Chase Manhattan Bank 1987 - 1990
Skills
Financial Services, Mutual Funds
Education
Securities Industry Institute 2012 — 2014
Executive Development Program
State University of New York College at Geneseo 1981 — 1985
BS, Management Science with Computer Science minor.
Fidelity Investments 1996 - Present
Harris Bank 1990 - 1996
The Chase Manhattan Bank 1987 - 1990
Skills
Financial Services, Mutual Funds
Education
Securities Industry Institute 2012 — 2014
Executive Development Program
State University of New York College at Geneseo 1981 — 1985
BS, Management Science with Computer Science minor.
Cynthia Sabia's Fidelity Investments Experience June 2015 - Present
Job at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2010 - Present
IBM June 1997 - April 2007
Skills
Customer Service, Time Management, Internal Audit, New Hire Orientations, Team Leadership, Temporary Placement, Management, Finance, Hiring, Interviews, Multi Tasking, Schedules, Travel, Procurement Requests, Communication Skills, Onboarding
Education
Wake Technical Community College 2014 — 2015
Human Resources Management Certificate
State University of New York College of Agriculture and Technology at Cobleskill 1990 — 1992
A.A.S, Business Administration
Fidelity Investments June 2015 - Present
Fidelity Investments January 2010 - Present
IBM June 1997 - April 2007
Skills
Customer Service, Time Management, Internal Audit, New Hire Orientations, Team Leadership, Temporary Placement, Management, Finance, Hiring, Interviews, Multi Tasking, Schedules, Travel, Procurement Requests, Communication Skills, Onboarding
Education
Wake Technical Community College 2014 — 2015
Human Resources Management Certificate
State University of New York College of Agriculture and Technology at Cobleskill 1990 — 1992
A.A.S, Business Administration
Donavon Sammons's Fidelity Investments Experience August 2014 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Edward Jones August 2011 - July 2013
First Bank & Trust East Texas April 2011 - October 2011
Stephen F. Austin State University August 2010 - August 2011
Stephen F. Austin State University August 2007 - August 2011
Skills
Financial Advisory, Financial Services, Financial Analysis, Investments, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Life Insurance, Securities, Equities, Sales, Fixed Income, Finance, IRAs, Long-term Care, Investment Advisory, Wealth Management, Investment Strategies, Insurance
Education
The University of Dallas 2014 — 2014
CFP® Certification Education Requirement, CFP®
Stephen F. Austin State University 2007 — 2011
Bachelor of Science (B.S.), Public Health
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Edward Jones August 2011 - July 2013
First Bank & Trust East Texas April 2011 - October 2011
Stephen F. Austin State University August 2010 - August 2011
Stephen F. Austin State University August 2007 - August 2011
Skills
Financial Advisory, Financial Services, Financial Analysis, Investments, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Life Insurance, Securities, Equities, Sales, Fixed Income, Finance, IRAs, Long-term Care, Investment Advisory, Wealth Management, Investment Strategies, Insurance
Education
The University of Dallas 2014 — 2014
CFP® Certification Education Requirement, CFP®
Stephen F. Austin State University 2007 — 2011
Bachelor of Science (B.S.), Public Health
Justin Bacon's Fidelity Investments Experience 2005 - 2008
Job Owner, CrossFit DoneRight
Industry Health, Wellness and Fitness
Experience
CrossFit DoneRight September 2008 - Present
Fidelity Investments 2005 - 2008
The Sports Club/LA 2004 - 2005
Education
State University of New York College at Cortland 2002 — 2004
BS, Kinesiology
CrossFit DoneRight September 2008 - Present
Fidelity Investments 2005 - 2008
The Sports Club/LA 2004 - 2005
Education
State University of New York College at Cortland 2002 — 2004
BS, Kinesiology
Arlen Mansfield's Fidelity Investments Experience June 1999 - Present
Job Compliance Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1999 - Present
Education
State University of New York College at Cortland 1978 — 1982
English, American History
Fidelity Investments June 1999 - Present
Education
State University of New York College at Cortland 1978 — 1982
English, American History
Tony Castella's Fidelity Investments Experience June 2003 - July 2014
Job Finance Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2014 - Present
Fidelity Investments June 2003 - July 2014
UBS Paine Webber July 1991 - June 2003
Oppenheimer, Appel, Dixon August 1987 - June 1991
Skills
CPA, Series 27, Hedge Funds, Financial Services, FINRA, Strategic Financial..., Finance
Education
State University of New York College at Oswego 1983 — 1987
BS, Accounting
Allianz Global Investors August 2014 - Present
Fidelity Investments June 2003 - July 2014
UBS Paine Webber July 1991 - June 2003
Oppenheimer, Appel, Dixon August 1987 - June 1991
Skills
CPA, Series 27, Hedge Funds, Financial Services, FINRA, Strategic Financial..., Finance
Education
State University of New York College at Oswego 1983 — 1987
BS, Accounting
Richard Daw's Fidelity Investments Experience February 2012 - June 2012
Job Insurance Agent at National Income Life Insurance Company
Industry Financial Services
Experience
National Income Life Insurance Company July 2015 - Present
Fidelity Investments February 2012 - June 2012
Fidelity Investments January 2010 - February 2012
Deutsche Bank May 2006 - May 2009
Pershing LLC August 2005 - May 2006
UBS Financial, Stamford August 2004 - August 2005
Fidelity Investments February 2004 - August 2004
Natexis Bleichroeder February 1997 - September 2003
Prudential Securities October 1990 - February 1997
Morgan Stanley & Co October 1978 - June 1990
Skills
Global Custody, Securities Lending, Settlements, Reconciliation, Euroclear, SWIFT, Dividends, Prime Brokerage, SWIFT payments, Settlement, Account Reconciliation, Securities, Equities, Corporate Actions, Financial Services, Trading, Back Office, Middle Office, Capital Markets, Fixed Income, Bloomberg, Hedge Funds
Education
State University of New York College at Geneseo 1974 — 1978
BA, Liberal Arts - History
State University of New York College at Geneseo
Bachelor's degree, History
National Income Life Insurance Company July 2015 - Present
Fidelity Investments February 2012 - June 2012
Fidelity Investments January 2010 - February 2012
Deutsche Bank May 2006 - May 2009
Pershing LLC August 2005 - May 2006
UBS Financial, Stamford August 2004 - August 2005
Fidelity Investments February 2004 - August 2004
Natexis Bleichroeder February 1997 - September 2003
Prudential Securities October 1990 - February 1997
Morgan Stanley & Co October 1978 - June 1990
Skills
Global Custody, Securities Lending, Settlements, Reconciliation, Euroclear, SWIFT, Dividends, Prime Brokerage, SWIFT payments, Settlement, Account Reconciliation, Securities, Equities, Corporate Actions, Financial Services, Trading, Back Office, Middle Office, Capital Markets, Fixed Income, Bloomberg, Hedge Funds
Education
State University of New York College at Geneseo 1974 — 1978
BA, Liberal Arts - History
State University of New York College at Geneseo
Bachelor's degree, History
Tim Bayha's Fidelity Investments Experience May 2004 - April 2006
Job Director of Operations at HRS Management LLC
Industry Financial Services
Experience
HRS Management LLC January 2011 - Present
Apollo Capital Management November 2008 - August 2010
Ospraie Management May 2006 - September 2008
Fidelity Investments May 2004 - April 2006
Skills
Hedge Funds, Bloomberg, Fixed Income, Derivatives, Alternative Investments, Equities, Capital Markets, Credit Derivatives, Private Equity, Microsoft Office, Microsoft Excel
Education
SUNY Cortland 2000 — 2004
Bachelor of Science (BS), Business Economics w/ Concentration in Financial Planning
HRS Management LLC January 2011 - Present
Apollo Capital Management November 2008 - August 2010
Ospraie Management May 2006 - September 2008
Fidelity Investments May 2004 - April 2006
Skills
Hedge Funds, Bloomberg, Fixed Income, Derivatives, Alternative Investments, Equities, Capital Markets, Credit Derivatives, Private Equity, Microsoft Office, Microsoft Excel
Education
SUNY Cortland 2000 — 2004
Bachelor of Science (BS), Business Economics w/ Concentration in Financial Planning
Matt Rennell's Fidelity Investments Experience August 2014 - Present
Job Service Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments May 2013 - August 2014
Fidelity Investments August 2012 - May 2013
Fidelity Investments March 2011 - August 2012
Fidelity Investments September 2007 - March 2011
Skills
401k, Retirement, Outlook, Microsoft Office, Customer Service, Financial Services, Retirement Planning, Relationship Management, Insurance, Employee Benefits, Risk Management, Investments, Financial Analysis, Call Centers
Education
SUNY Plattsburgh 2003 — 2007
Bachelor's, Journalism
Fidelity Investments August 2014 - Present
Fidelity Investments May 2013 - August 2014
Fidelity Investments August 2012 - May 2013
Fidelity Investments March 2011 - August 2012
Fidelity Investments September 2007 - March 2011
Skills
401k, Retirement, Outlook, Microsoft Office, Customer Service, Financial Services, Retirement Planning, Relationship Management, Insurance, Employee Benefits, Risk Management, Investments, Financial Analysis, Call Centers
Education
SUNY Plattsburgh 2003 — 2007
Bachelor's, Journalism
Eric Johnson, CFP®'s Fidelity Investments Experience June 2010 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
New England Securities October 2008 - June 2010
Edward Jones Investment June 2007 - October 2008
Coca Cola Enterprises 2003 - 2007
Skills
Strategic Financial...
Education
Stephen F. Austin State University 2003 — 2007
Marketing
State of TexasHealth & Life Insurance License - State of Texas
Degree: B.A, Marketing 2007
Fidelity Investments June 2010 - Present
New England Securities October 2008 - June 2010
Edward Jones Investment June 2007 - October 2008
Coca Cola Enterprises 2003 - 2007
Skills
Strategic Financial...
Education
Stephen F. Austin State University 2003 — 2007
Marketing
State of TexasHealth & Life Insurance License - State of Texas
Degree: B.A, Marketing 2007
Chris Vadner's Fidelity Investments Experience August 2004 - February 2010
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
TD Ameritrade December 2011 - December 2012
OppenheimerFunds October 2010 - December 2011
Fidelity Investments August 2004 - February 2010
Skills
Investments, Strategic Financial..., Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Fixed Income, Uniform Combined State..., Retirement Planning, Retirement
Education
Thunderbird School of Global Management 2010 — 2011
Master of Business Administration (MBA), International Management
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Charles Schwab January 2013 - Present
TD Ameritrade December 2011 - December 2012
OppenheimerFunds October 2010 - December 2011
Fidelity Investments August 2004 - February 2010
Skills
Investments, Strategic Financial..., Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Fixed Income, Uniform Combined State..., Retirement Planning, Retirement
Education
Thunderbird School of Global Management 2010 — 2011
Master of Business Administration (MBA), International Management
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Badria Mohamed's Fidelity Investments Experience June 2003 - February 2005
Job Sr. Business Systems Analyst at Affinity Health Plan
Industry Information Technology and Services
Experience
Affinity Health Plan April 2014 - Present
Project Management Institute December 2013 - Present
MIS Network Associates March 2011 - Present
MHAPC September 2007 - August 2014
EmblemHealth May 2011 - April 2014
Medco December 2005 - February 2011
MHAPC Board of Directors September 2009 - August 2010
Fundadministration February 2005 - September 2005
Fidelity Investments June 2003 - February 2005
IBM Global Services August 1995 - May 2003
Skills
Full SDLC, Root Cause Analysis, Business Requirements, Functional..., Systems Analysis, IBM Mainframe, MS Project, Visio, Terradata, DB2/SQL, Software Documentation, Requirements Analysis, Teradata, Test Planning, Business Analysis, Data Analysis, Analysis, SDLC, Requirements Gathering, Quality Assurance, User Acceptance Testing, Business Process, Vendor Management, Management, Healthcare reform, WBS, Project Management, Data Warehousing, Software Project..., Leadership, Oracle, DB2, COBOL, Databases, JCL, ITIL, TSO, Fileaid, Access, PL/SQL
Education
State University of New York College at Buffalo
MS, Educational Computing
State University of New York College at Buffalo
BS, Information systems Managment
Affinity Health Plan April 2014 - Present
Project Management Institute December 2013 - Present
MIS Network Associates March 2011 - Present
MHAPC September 2007 - August 2014
EmblemHealth May 2011 - April 2014
Medco December 2005 - February 2011
MHAPC Board of Directors September 2009 - August 2010
Fundadministration February 2005 - September 2005
Fidelity Investments June 2003 - February 2005
IBM Global Services August 1995 - May 2003
Skills
Full SDLC, Root Cause Analysis, Business Requirements, Functional..., Systems Analysis, IBM Mainframe, MS Project, Visio, Terradata, DB2/SQL, Software Documentation, Requirements Analysis, Teradata, Test Planning, Business Analysis, Data Analysis, Analysis, SDLC, Requirements Gathering, Quality Assurance, User Acceptance Testing, Business Process, Vendor Management, Management, Healthcare reform, WBS, Project Management, Data Warehousing, Software Project..., Leadership, Oracle, DB2, COBOL, Databases, JCL, ITIL, TSO, Fileaid, Access, PL/SQL
Education
State University of New York College at Buffalo
MS, Educational Computing
State University of New York College at Buffalo
BS, Information systems Managment
David Decelles's Fidelity Investments Experience August 2004 - Present
Job Attended Bryant University
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Skills
Business Analysis
Education
Bryant University 2002 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York College of Agriculture and Technology at Cobleskill 2000 — 2002
Associate's degree, Business Administration and Management, General
Fidelity Investments August 2004 - Present
Skills
Business Analysis
Education
Bryant University 2002 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York College of Agriculture and Technology at Cobleskill 2000 — 2002
Associate's degree, Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank