Fidelity Investments

Industry: Financial services company

Description

Fidelity 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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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
George Hawley George Hawley Greater Boston Area Details
George Hawley's Fidelity Investments Experience 2006 - 2014
Job IT Professional Shaping Data, Process & Technology Solutions
Industry Financial Services
Experience
Fidelity Investments   2006 - 2014
Fidelity Investments   2004 - 2006
Fidelity Investments   2001 - 2004
Fidelity Investments   1999 - 2001
Fidelity Investments   1997 - 1999

Skills
SDLC, Requirements Analysis, Agile Methodologies, Data Warehousing, Software Project..., Software Development, Vendor Management, Enterprise Architecture, SOA, Data Modeling, Project Management, Oracle, PL/SQL, Business Intelligence, Systems Analysis, Process Improvement, Business Analysis

Education
Stonehill College
B.A., Sociology

Xaverian Brothers High School

Natalie Dunn Natalie Dunn Dallas/Fort Worth Area Details
Natalie Dunn's Fidelity Investments Experience January 2001 - Present
Job Senior Manager Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2001 - Present
American Express Financial Advisors  March 2000 - January 2001

Education
The University of Dallas
MBA, Financial Services

Stephen F. Austin State University   1995 — 1999
BBA, General Business

Matthew Duke Anderson Matthew Duke Anderson Dallas/Fort Worth Area Details
Matthew Duke Anderson's Fidelity Investments Experience October 1987 - October 1988
Job QA Analyst Sr. at ARGO Data Resource Corporation
Industry Computer Software
Experience
ARGO  January 2015 - Present
ARGO  December 2013 - January 2015
ARGO Data Resource Corporation  May 2008 - December 2013
ARGO  May 2004 - May 2008
Wells Fargo Bank  October 2001 - September 2006
Staffmark, Inc.   July 2000 - August 2001
Regal Staffing Services  July 1999 - July 2000
SkillStaff Personnel Services / Office Specialists   July 1994 - July 1999
Kelly Services  December 1988 - July 1994
Fidelity Investments   October 1987 - October 1988

Skills
Process Improvement, Quality Assurance, Software Quality..., Quality Center, Test Cases, Requirements Analysis

Education
Stephen F. Austin State University   1979 — 1985
BBA, Economics / Finance / General Business / Accounting

American Software Testing Qualifications Board (ASTQB)
ASTQB Certificate

Dan Monaco Dan Monaco Austin, Texas Details
Dan Monaco's Fidelity Investments Experience April 2013 - June 2014
Job MBA candidate seeking fulltime opportunities
Industry Internet
Experience
Spiceworks  May 2015 - August 2015
Texas Venture Labs  January 2015 - May 2015
Fidelity Investments   April 2013 - June 2014
Fidelity Investments   August 2006 - April 2013
Goldman Sachs  June 2005 - August 2005
Market Basket  November 1998 - June 2005
Merrill Lynch  January 2005 - April 2005
Investors Bank and Trust  June 2004 - August 2004
E.Cressey & Son   May 1998 - August 1998

Skills
Fidelity Equity Analyst..., CFA Level II Candidate, BIA Interrogation..., Excel, Bloomberg, Factset, Haver, Street Events, Investing Books, Valuation, Microsoft Excel, Equities, Portfolio Management, Competitive Analysis, Strategy, Asset Management, Data Analysis, Equity Research, Financial Analysis, Investments

Education
The University of Texas at Austin - Red McCombs School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Stonehill College   2002 — 2006
Bachelor of Science in Business Administration, Major: Finance Minor: Economics, Graduated cum laude with honors; 3.62 G.P.A.

Frederick Pickering, CFA Frederick Pickering, CFA Boston, Massachusetts Details
Frederick Pickering, CFA's Fidelity Investments Experience June 2010 - September 2010
Job Research Analyst, Managed Accounts
Industry Financial Services
Experience
Cerulli Associates  January 2015 - Present
Cerulli Associates  May 2012 - December 2014
Cerulli Associates  April 2011 - May 2012
Fidelity Investments   June 2010 - September 2010
Harvard University  June 2010 - August 2010
Stonehill College  July 2009 - May 2010
Stonehill College  October 2008 - May 2010
Merrill Lynch  January 2010 - March 2010
UBS Wealth Management  June 2008 - August 2008

Skills
Bloomberg Terminal, Statistics, Research, Economics, Wealth Management, Market Research, Investments, Microsoft Office, Econometrics, Portfolio Management, Stata, Linear Regression, R, Tableau, MySQL

Education
Stonehill College   2006 — 2010
Bachelors of Science in Business Administration, Finance, Economics

Portsmouth High

Karl Barnett Karl Barnett Dallas/Fort Worth Area Details
Karl Barnett's Fidelity Investments Experience June 2007 - July 2008
Job Registrar at Argosy University
Industry Higher Education
Experience
Argosy University  October 2008 - July 2015
Argosy University  October 2008 - July 2015
Argosy University  October 2008 - July 2015
Fidelity Investments   June 2007 - July 2008
Fidelity Investments   June 2007 - July 2008
21st Century Insurance  October 2005 - June 2007
st Century Insurance   October 2005 - June 2007
Geico Insurance Company  August 2003 - October 2005

Skills
Customer Service, Higher Education, Sales Operations, Public Speaking, Microsoft Office, Leadership, Coaching, Outlook, Team Building, Training, Staff Development, Student Affairs, Leadership Development, Microsoft Excel, PowerPoint, Microsoft Word, Teaching

Education
Argosy University Dallas   2009 — 2011
Masters, Business Administration

Stephen F. Austin State University   1997 — 2001
Bachelor, Business Administration

Nancy Viventi Hickey Nancy Viventi Hickey Greater Boston Area Details
Nancy Viventi Hickey's Fidelity Investments Experience May 2011 - July 2011
Job Global Program Manager
Industry Marketing and Advertising
Experience
A Special Occasion   March 2000 - Present
Procter & Gamble  July 2011 - July 2013
Fidelity Investments   May 2011 - July 2011
Talbots  2008 - 2009
Hill Holliday  1992 - 2000
Irma Mann   1991 - 1992
Arnold Worldwide  January 1987 - June 1991
Arnold Worldwide  1987 - 1989
Arnold Worldwide  1987 - 1989

Skills
Integrated Marketing, Cross-functional Team..., Project Management, Eye for Details, Leadership, Agile Project Management, Collaborative Leadership, Program Management, Marketing, Project Planning, Product Development, Team Building, Sourcing

Education
Stonehill College   1983 — 1987
BA, Communications/Business Marketing

American College of Switzerland   1986 — 1986
Bachelor's degree, Art History/Business Marketing

Tristen Pond Tristen Pond Lewisville, Texas Details
Tristen Pond's Fidelity Investments Experience October 2007 - Present
Job systems analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2007 - Present

Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Systems Analysis, SQL, Analysis, Financial Analysis, Leadership, Microsoft Excel, Microsoft Word, Process Improvement, Project Management, Public Speaking, Risk Management, Team Building, Team Leadership

Education
Stephen F. Austin State University   2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics

Andrew Simms Andrew Simms Greater Minneapolis-St. Paul Area Details
Andrew Simms's Fidelity Investments Experience June 2000 - July 2004
Job Investment Portfolio Manager
Industry Investment Management
Experience
Private  October 2010 - Present
State Street  July 2004 - October 2010
Fidelity Investments   June 2000 - July 2004

Skills
Hedge Funds, Private Equity, Equities, Investments, Alternative Investments, Options, Long/Short Equity, Relative Value Trading, Endowment Funds, VIX, Volatility Trading, Fund of Funds, Portfolio Construction

Education
Suffolk University   2002 — 2004
Master of Science, Finance

Stonehill College   1996 — 2000
Bachelor of Arts, Economics

Stephanie Doyle Stephanie Doyle Houston, Texas Area Details
Stephanie Doyle's Fidelity Investments Experience September 1995 - May 1997
Job Investment Advisor at Stephanie E Doyle Investment Management
Industry Investment Management
Experience
Stephanie E. Doyle Investment Management   November 2005 - Present
Charles Schwab  April 1997 - August 2005
Fidelity Investments   September 1995 - May 1997
Gulf & Basco  July 1994 - August 1995
Dickinson & Company   1993 - 1994

Skills
Strategic Planning, Asset Allocation, Investment Strategies, Investment Advisory, Sales, Investment Management, Mutual Funds, Wealth Management, Bonds, Investments, Retirement Planning, Finance, Risk Management

Education
Stephen F. Austin State University   1991 — 1993
BBA, Finance

Douglas Bodkin Douglas Bodkin Greater Boston Area Details
Douglas Bodkin's Fidelity Investments Experience June 2012 - August 2012
Job Software Engineer at Novetta
Industry Computer Software
Experience
Novetta  June 2013 - Present
Stonehill College  September 2011 - May 2013
Fidelity Investments   June 2012 - August 2012
VelQuest Corporation  June 2011 - January 2012

Skills
Java, Objective-C, C#, HTML, CSS, JavaScript, jQuery, SQL

Education
Stonehill College   2009 — 2013
Bachelor of Science, Computer Science

St. John's High School   2005 — 2009

Connor Sullivan Connor Sullivan Stoughton, Massachusetts Details
Connor Sullivan's Fidelity Investments Experience July 2013 - Present
Job at
Industry Higher Education
Experience
Fidelity Investments   July 2013 - Present
Stonehill College  October 2010 - Present
Roche Brothers, Inc.   October 2005 - Present
W.B. Mason   May 2012 - August 2012

Skills
PowerPoint, Excel, Bloomberg, Facebook

Education
Stonehill College   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Sean Parks Sean Parks Dallas/Fort Worth Area Details
Sean Parks's Fidelity Investments Experience May 1999 - April 2005
Job Realtor at Ebby Halliday Realtors
Industry Real Estate
Experience
Ebby Halliday Realtors  January 2002 - Present
Fidelity Investments   May 1999 - April 2005

Skills
Buyer Representation, Condos, First Time Home Buyers, Foreclosures, HUD, Investment Properties, Investors, Listings, Microsoft Office, New Home Sales, Property, Property Management, REO, Real Estate, Real Estate Transactions, Referrals, Relocation, Residential Homes, Sellers, Selling, Short Sales, Single Family Homes, Townhomes

Education
Stephen F. Austin State University   1994 — 1999
BBA, Finance

Gerry Moscaritolo Gerry Moscaritolo Austin, Texas Details
Gerry Moscaritolo's Fidelity Investments Experience April 2007 - January 2015
Job Head of Experienced Hire Recruiting at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors  January 2015 - Present
Fidelity Investments   April 2007 - January 2015
Merrill Lynch  2005 - 2007
AccountPros  1997 - 2005

Skills
Series 7, Series 63, Mutual Funds, Investments, Financial Services, Talent Acquisition, Recruiting, Executive Search, 401k, Alternative Investments, Investment Management, Wealth Management, Talent Management, Asset Allocation, Asset Managment, Technical Recruiting, Sourcing, Employee Benefits, Hedge Funds, Insurance

Education
Stonehill College   1992 — 1996
Bachelor of Arts, Liberal Arts/Communication

Emily Gabree Emily Gabree Providence, Rhode Island Area Details
Emily Gabree's Fidelity Investments Experience August 2010 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2010 - Present
Northwestern Mutual Financial Network  January 2009 - June 2010

Skills
Strategic Financial..., Finance, Financial Services, Valuation, Risk Management, Capital Markets, Relationship Management, Financial Reporting, Essbase, Quantitative Analytics, Business Analysis

Education
Stonehill College   2006 — 2010
Bachelor of Science, Business Administration; Finance & Economics

University College London, U. of London   2008 — 2008
Economics & Art History

David Lachapelle David Lachapelle Marlborough, Massachusetts Details
David Lachapelle's Fidelity Investments Experience November 2012 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2012 - Present
Fidelity Investments   February 2011 - November 2012
Pyramis Global Advisors  October 2008 - February 2011
Fidelity Investments   August 2005 - October 2008

Skills
Process Improvement, Financial Modeling, Financial Analysis, Financial Reporting, Microsoft Excel, Relational Databases, Access Database, VBA, SQL, Client Relations Skills

Education
Stonehill College   2001 — 2005
Bachelor's Degree, Finance and Economics

Greg Aulson Greg Aulson Greater Boston Area Details
Greg Aulson's Fidelity Investments Experience April 2012 - January 2013
Job Consultant at Kforce Inc
Industry Information Services
Experience
Kforce Inc  February 2015 - Present
Veritude  July 2014 - December 2014
Health Dialog  March 2013 - April 2014
Fidelity Investments   April 2012 - January 2013
Fidelity Investments   December 2005 - April 2012
Fidelity Investments   March 2002 - December 2005
Fidelity Investments   July 1997 - March 2002
Fidelity Investments   December 1996 - July 1997
Fidelity Investments   September 1994 - December 1996

Skills
Integration, Analytics, Business Analysis, Project Management, SQL, Agile Methodologies, Software Documentation, SDLC, Performance Management, Analysis, Quality Assurance, Business Process, Testing, Oracle, Databases

Education
Stonehill College   1990 — 1994
BS, Business Management

Julie Young Julie Young Austin, Texas Area Details
Julie Young's Fidelity Investments Experience February 2005 - October 2007
Job Senior Marketing Manager
Industry Financial Services
Experience
Charles Schwab  July 2011 - Present
Charles Schwab  September 2009 - July 2011
Advanced Wealth Strategies Group   April 2008 - September 2009
Fidelity Investments   February 2005 - October 2007

Education
Stephen F. Austin State University   1997 — 2001

Reagan Dionne Reagan Dionne Greater Boston Area Details
Reagan Dionne's Fidelity Investments Experience 2003 - 2005
Job Business Architect at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer  May 2012 - Present
Mercer  January 2011 - March 2013
ADP  March 2010 - January 2011
Mercer  May 2005 - March 2010
Fidelity Investments   2003 - 2005
Fidelity Investments   1999 - 2003

Skills
Project Management, Analysis, Benefits Administration, Business Analysis, CRM, Change Management, Cross-functional Team..., Employee Benefits, Human Resources, Management, Performance Management, PowerPoint, Process Improvement, Program Management, Risk Management, Training, Vendor Management

Education
Stonehill College   1995 — 1999
Bachelors, Elementary Education

Charles Raitt Charles Raitt Jacksonville, Florida Details
Charles Raitt's Fidelity Investments Experience April 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   April 2014 - Present
Fidelity Investments   September 2013 - April 2014
Fidelity Investments   June 2013 - September 2013
Roland George Investment Program  August 2012 - May 2013
Delta Sigma Phi Fraternity  September 2009 - May 2013
Camp KiTov at The Jacksonville Jewish Center   May 2010 - August 2012
Stetson University  February 2010 - August 2011
Clay County Court House   May 2011 - June 2011

Skills
Equity Valuation, Bloomberg Equity..., Bloomberg Fixed Income..., Proficient in Baseline,..., Proficient in Microsoft..., Proficient in IBM's..., Equity Research, Bonds, Valuation, Bloomberg Terminal, Financial Analysis, Fixed Income, Leadership

Education
Stetson University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4/4.0

Anisa Gjini Anisa Gjini Merrimack, New Hampshire Details
Anisa Gjini's Fidelity Investments Experience September 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2012 - Present
State Street Bank  September 2011 - December 2011
The Community Bank  June 2011 - September 2011
MRI Network – The Boston Group,   April 2010 - August 2010

Skills
Word, Excel, PowerPoint, Albanian, Microsoft Office, Series 7

Education
Stonehill College   2008 — 2012
BSBA, Finance

Perry Chaifetz Perry Chaifetz Greater Boston Area Details
Perry Chaifetz's Fidelity Investments Experience December 2010 - September 2013
Job Senior Vice President / Vice Presidentat Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2010 - September 2013
Fidelity Investments   July 2008 - November 2010
Fidelity Investments   August 2004 - July 2008
Fidelity Investments   September 2002 - August 2004
Fidelity Investments   June 1997 - September 2002
Salomon Brothers  October 1986 - June 1997
Harrah's Hotel and Casino  June 1982 - October 1986

Skills
Disaster Recovery, Data Center, Program Management, Business Continuity, Management, ITIL, Infrastructure, Cloud Computing, Business Analysis, Networking, Information Security, Virtualization, Servers, Incident Management, Lean Process Improvement, Market data Services, Capacity Planning, Help Desk Support, Desktop Computers, Contract Negotiation, Strategy, Change Management, Leadership, Vendor Management, IT Strategy, Outsourcing, Enterprise Architecture, IT Operations, Project Portfolio..., Storage

Education
Stockton University   1980 — 1983
BS, Marketing

Brian Sweeney Brian Sweeney Hartford, Connecticut Area Details
Brian Sweeney's Fidelity Investments Experience 2005 - 2007
Job Divisional Vice President Northeast at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  February 2013 - Present
MassMutual Financial Group  October 2007 - Present
Fidelity Investments   2005 - 2007
Putnam Investments  1993 - 2005

Skills
401k, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Securities, Retirement Planning, Defined Benefit, Series 6, FINRA

Education
Stonehill College   1991 — 2001
BSBA, Finance

Sharon Y. Vance Sharon Y. Vance Fort Worth, Texas Details
Sharon Y. Vance's Fidelity Investments Experience 2004 - 2007
Job Executive Assistant at Fruit of the Earth
Industry Health, Wellness and Fitness
Experience
Fruit of the Earth  November 2013 - Present
RHG Phoenix Petroleum, Inc   May 2011 - May 2012
Fidelity Investments   2004 - 2007

Skills
Microsoft Office, Customer Service, Customer Relations, Supervisory Skills, Administration, Word, PowerPoint, Excel, Problem Solving, Teamwork, Administrative Support, Microsoft Word, Negotiation, System Administration, Strategic Planning, Administrative..., Microsoft Excel, Sales, Sales Management, Access, Outlook, Employee Relations, Budgets, Marketing Communications, Communication Skills, Medical Research, Nutrition, Leadership, Situational Leadership, Leadership Management, Team Leadership, Team Building, Salesforce.com, Process Improvement, Administrative...

Education
Stephen F. Austin State University   1988 — 1990
Marketing

Matthew Hodges Matthew Hodges Raleigh-Durham, North Carolina Area Details
Matthew Hodges's Fidelity Investments Experience June 2014 - Present
Job Senior Director Platform Deployment at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Graystone Consulting  October 2011 - May 2014
Morgan Stanley Smith BarneyConsulting Group   December 2001 - September 2009
Smith Barney Inc  December 1999 - December 2001
Salomon Smith Barney Inc  March 1997 - December 1999
Savings of America  July 1995 - March 1997
SWBC  1992 - 1995
Fidelity Pension Services   1990 - 1992

Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Asset Managment, 401k, Investment Advisory, Financial Advisory, Series 65, Separately Managed..., Retirement, Fixed Annuities, ETFs, FINRA, Series 63, Asset Management

Education
Stephen F. Austin State University   1986 — 1990
Bachelor of Business Administration

Eisenhower   1982 — 1985

Beth Zigmont Beth Zigmont Greater Boston Area Details
Beth Zigmont's Fidelity Investments Experience 2002 - 2010
Job Senior Instructional Designer, Contractor at Vertex Pharmaceuticals
Industry E-Learning
Experience
CoreAxis Consulting  September 2005 - Present
Vertex Pharmaceuticals  2012 - Present
Kronos  2013 - Present
Liberty Mutual Insurance  September 2011 - Present
Fidelity Investments   2002 - 2010
Family Education Network  2000 - 2002
Analysis and Technology  1996 - 2002

Education
University of Massachusetts Boston   1994 — 1997
MEd, Instructional Design

Stonehill College   1986 — 1990
BA, Education

Daniel Oakes Daniel Oakes Greater Boston Area Details
Daniel Oakes's Fidelity Investments Experience June 2013 - January 2014
Job Internal Business Consultant at John Hancock Investments
Industry Management Consulting
Experience
John Hancock Investments  February 2014 - Present
Fidelity Investments   June 2013 - January 2014
Merrill Lynch  September 2012 - December 2012

Skills
Series 7, Series 63

Education
Stonehill College   2009 — 2013
Bachelor of Science, Business Administration; Management

A.D. Ngo A.D. Ngo Greater Boston Area Details
A.D. Ngo's Fidelity Investments Experience 2008 - 2009
Job Corporate Attorney at Reflexis Systems
Industry Law Practice
Experience
Reflexis Systems  August 2014 - Present
Oracle  September 2012 - August 2014
Oracle  January 2012 - June 2012
Wynn and Wynn, P.C.   May 2011 - August 2011
Suffolk County District Attorney's Office  May 2010 - January 2011
Bank of America General Counsel   July 2010 - August 2010
Fidelity Investments   2008 - 2009
Commonwealth of Massachusetts  2006 - 2008

Skills
Westlaw, Legal Research, Legal Writing, Securities Regulation, Bankruptcy, Negotiating Contracts, Contract Negotiation, Civil Litigation, Commercial Litigation, Licensing, Corporate Governance, Courts, Criminal Law, Mediation, Policy, Trials

Education
Suffolk University Law School   2009 — 2012
J.D., Juris Doctor

Stonehill College   2002 — 2006
Bachelor of Arts, Sociology/Criminology

Tom Rossum Tom Rossum Dallas/Fort Worth Area Details
Tom Rossum's Fidelity Investments Experience May 2007 - September 2011
Job
Industry Financial Services
Experience
Verity Legal Recruiters Inc.   March 2012 - June 2012
Fidelity Investments   May 2007 - September 2011

Skills
Creative Problem Solving, Organizational..., Customer Service, Customer Engagement, Training & Development, Employee Training

Education
Kilgore Jr. College

Stephen F. Austin State University
BA, Communications

Daniel Bonneau Daniel Bonneau Greater Boston Area Details
Daniel Bonneau's Fidelity Investments Experience September 2015 - Present
Job Investor Center Apprentice at Fidelity Investments
Industry Research
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   May 2015 - July 2015
Powder Horn Family Camping Resort   March 2012 - October 2013
Pier French Fries   March 2009 - October 2012

Skills
Customer Service, Data Analysis, Microsoft Office, Bloomberg, Leadership, PowerPoint, Bloomberg Terminal, Time Management, Research, Social Networking

Education
Stonehill College   2012 — 2016
Bachelor's Degree, Economics; Mathematics

Ernest Lacroix Ernest Lacroix Providence, Rhode Island Area Details
Ernest Lacroix's Fidelity Investments Experience December 2010 - March 2015
Job Financial Services Professional Seeking New Opportunities
Industry Financial Services
Experience
Fidelity Investments   December 2010 - March 2015
Fidelity Investments   December 2004 - December 2010
Fidelity Investments   September 2003 - December 2004
Fidelity Investments   November 2002 - September 2003
Fidelity Investments   March 2002 - November 2002
Fidelity Investments   February 2001 - March 2002

Skills
Financial Services, Investments, Mutual Funds, Series 7, Securities, Alternative Investments, Client Services, Customer Service, Wealth Management, Relationship Management, Customer Experience, Operations Management, People Management, Customer Advocacy, Employee Engagement, Coaching, Leadership, Portfolio Management, Fixed Income, Equities, Asset Management, Risk Management, Capital Markets, Series 24, Options, Trusts, Employee Management, Asset Allocation, Retirement Planning, Finance, Retirement, Process Improvement, CRM, 401k, Trading, Microsoft Office, Microsoft Excel

Education
Stonehill College   1996 — 2000
BS, Biology, General

Di Ren Di Ren Hoboken, New Jersey Details
Di Ren's Fidelity Investments Experience May 2014 - August 2014
Job Software engneering
Industry Computer Software
Experience
Stevens Institute of Technology  September 2013 - January 2015
Fidelity Investments   May 2014 - August 2014
Stevens Institute of Technology  May 2013 - September 2013
Brown Brothers Harriman  October 2012 - January 2013

Skills
Java, JavaScript, HTML5, CSS, C, C++, PHP, MySQL, AJAX, Erlang

Education
Stevens Institute of Technology   2011 — 2015
Master's Degree, Computer Science, 3.701

Stevens Institute of Technology   2011 — 2015
Bachelor's Degree, Computer Science, 3.533

Robert Calobrisi Robert Calobrisi Greater Boston Area Details
Robert Calobrisi's Fidelity Investments Experience November 2013 - November 2013
Job Desktop PublisherContent Editor at IHS
Industry Telecommunications
Experience
IHS  October 2015 - Present
American Tower  March 2015 - Present
American Tower Corporation, Inc.   March 2014 - November 2014
Eaton Vance  January 2014 - February 2014
Pearson Learning Solutions  November 2013 - January 2014
Fidelity Investments   November 2013 - November 2013
John Hancock Financial Services  April 2013 - August 2013
Specialty Commerce Corp.  February 2013 - June 2013
Boston Red Sox  March 2012 - April 2013
Lionbridge  September 2012 - October 2012

Skills
Proofreading, Editing, Salesforce.com, Microsoft Office, Mac, Facebook, Social Media, Microsoft Excel, Writing, Project Management, InDesign, Advertising, Editorial, AP Style, Layout, Publishing, Publications, Adobe Creative Suite, Magazines, Microsoft Office Suite:..., OASIS, Oracle Database, Adobe Acrobat, Content Management, Adobe InDesign CS4, QuarkXPress 3.32, PowerPoint

Education
Stonehill College   2006 — 2010
Bachelor of Arts, Mediated Communication

Lorenzo de’ Medici   2009 — 2009
Intercultural Communication

Noah Hilton Noah Hilton United States Details
Noah Hilton's Fidelity Investments Experience August 2012 - November 2012
Job Senior Consultant at Management Solutions
Industry Financial Services
Experience
Management Solutions  September 2013 - Present
State Street Bank  November 2012 - September 2013
Fidelity Investments   August 2012 - November 2012
Alene Candle LLC   June 2012 - August 2012
Michael A. Moran Law Office   May 2012 - June 2012
Stetson University  August 2010 - May 2012
Pinch A Penny, Inc.   May 2010 - August 2011

Skills
Computers, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Customer Service, Sales, Cash Register, Finance, Data Entry, Business Analysis, Leadership, Social Media, Event Planning, Social Networking, Analysis, Market Research, Microsoft Office, PowerPoint

Education
Stetson University   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

Christine Petit Christine Petit Franklin, Massachusetts Details
Christine Petit's Fidelity Investments Experience January 2013 - Present
Job Director, Software Engineer/Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
Fidelity  October 2000 - May 2012
Prescient Technologies  January 1998 - September 2000
Stone and Webster  June 1987 - January 1998

Skills
Agile Methodologies, SDLC, Enterprise Architecture, Software Project..., SQL, Software Development, Java, Web Services, Requirements Analysis, Scrum, SOA, VSAM, Control-M, Sybase, JCL, Easytrieve, SPUFI, XML, Fileaid, Intertest, Databases

Education
Stonehill College   1983 — 1987
Bachelor's degree, Major Math and Major Computer Science

Andrew Bessette Andrew Bessette Greater Boston Area Details
Andrew Bessette's Fidelity Investments Experience March 2012 - Present
Job Operations Analyst Fidelity Capital Markets at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2012 - Present
Fidelity Investments   July 2010 - March 2012
North Easton Savings Bank  October 2009 - May 2010
Bessette Financial Services   January 2007 - January 2010
Putnam Investments  December 2008 - March 2009

Skills
Investments, Microsoft Excel, Data Analysis, Analysis, Banking, Finance, Accounting, Corporate Finance, Training, Internal Controls, Financial Accounting, Financial Analysis, Financial Modeling, Management, Financial Planning, Microsoft Office

Education
Stonehill College   2006 — 2010
Bachelor of Science, Business Administration; Finance

Chris Ingoglia Chris Ingoglia Cincinnati, Ohio Details
Chris Ingoglia's Fidelity Investments Experience October 2010 - April 2011
Job Financial Representative for Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual  October 2012 - October 2013
Florence Freedom  November 2011 - September 2012
Florence Freedom  May 2011 - September 2011
Fidelity Investments   October 2010 - April 2011

Skills
Sports Marketing, Baseball, Sports Management, Sports, Marketing, Sales, Team Building, Customer Service, Social Networking, Leadership, Cold Calling, Social Media Marketing

Education
Stetson University   2003 — 2007
BBA, Marketing

Thomas Christman Thomas Christman Dallas/Fort Worth Area Details
Thomas Christman's Fidelity Investments Experience November 2006 - November 2007
Job Senior Analyst at Express Scripts (formerly Medco Health)
Industry Pharmaceuticals
Experience
Express Scripts  December 2007 - Present
Fidelity Investments   November 2006 - November 2007
Medco Health  April 2004 - July 2006
Stream International  1997 - 2003
Barton Protective Services  1992 - 1995

Skills
Customer Satisfaction, Call Center, Customer Service, Time Management, Call Centers, Process Improvement, Quality Assurance, Recruiting, Software Documentation, Telecommunications, Business Analysis, Cross-functional Team..., Vendor Management, Outlook, PowerPoint, Customer Experience, Troubleshooting, Windows, Outsourcing, Operations Management, Microsoft Word, Performance Management, Training, Data Analysis, Forecasting, Leadership, CRM

Education
Stephen F. Austin State University   1987 — 1992
BS, Psychology / Criminal Justice

Mark McKee, CFA Mark McKee, CFA Greater New York City Area Details
Mark McKee, CFA's Fidelity Investments Experience 2003 - 2005
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management  2013 - Present
Systematic Financial Management  2010 - 2011
Wellington Management Company  2005 - 2010
Fidelity Investments   2003 - 2005

Education
Stonehill College   1999 — 2003
Bachelor of Science, Business Administration; Finance

Conor Tuomey Conor Tuomey Greater Boston Area Details
Conor Tuomey's Fidelity Investments Experience May 2015 - August 2015
Job Investment Banking Intern at Signal Hill Capital
Industry Financial Services
Experience
Signal Hill Capital  September 2015 - Present
SCIFI Herlihy Opportunity Fund   March 2014 - Present
Fidelity Investments   May 2015 - August 2015
State Street  May 2014 - August 2014
Patrick F. Mason, Ph. D., Consulting Economist   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Windows, Event Planning, Team Leadership, Valuation, Data Analysis

Education
Stonehill College   2012 — 2016
Bachelor of Science (BS), Economics and Finance

Cathedral High School   2008 — 2012

C. Brayden Minahan C. Brayden Minahan Greater Boston Area Details
C. Brayden Minahan's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   May 2015 - Present
Boston Athletic Club  May 2013 - Present
Tucker Blair  March 2014 - May 2015
Fidelity Investments   May 2014 - August 2014
Fidelity Investments   May 2013 - August 2013
Commonwealth Tennis Academy   June 2011 - August 2012

Skills
Group Management, Group Work, Wealth Management, Market Research, Marketing Strategy, Strategic Financial..., Team Leadership, Excel, Word, PowerPoint, Public Speaking, Sales, Microsoft Word, Microsoft Excel, Portfolio Management, Economics

Education
Trinity College-Hartford   2011 — 2015
B.A, Economics

Stockholm School of Economics   2013 — 2013

Duxbury High School   2007 — 2011

Harold Stankard Harold Stankard Jacksonville, Florida Details
Harold Stankard's Fidelity Investments Experience May 2011 - Present
Job Senior Vice President, General Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2011 - Present
Fidelity Investments   October 2005 - April 2011
Fidelity Investments   July 2000 - September 2005
Fidelity Investments   April 1997 - June 2000

Skills
Vendor Management, Product Management, Process Improvement, Strategic Planning, Account Management, Business Analysis, Cross-functional Team..., Risk Management, Sales Management, Analytics, Asset Management, Banking, Insurance, New Business Development, Business Strategy

Education
Stetson University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Investment Finance

Sangita Gurnani Sangita Gurnani Raleigh-Durham, North Carolina Area Details
Sangita Gurnani's Fidelity Investments Experience March 2015 - August 2015
Job
Industry Investment Banking
Experience
Deutsche Bank  August 2015 - Present
Fidelity Investments   March 2015 - August 2015
Prudential Financial  September 2012 - January 2014
CIGNA  February 2010 - August 2012
CIGNA  May 2009 - February 2010
CIGNA Health Care  July 2008 - 2009
ING  January 2007 - April 2008
Aetna  April 2006 - December 2006
Carousel Foods of America Inc. NY   February 2002 - March 2006
Stevens Institute of Technology  2000 - 2002

Skills
Requirements Analysis, Business Analysis, Business Process, SOA, Business Requirements, Quality Assurance, SharePoint, PMP, SDLC, ITIL, Analysis, Agile Project Management, Vendor Management, PMO, Systems Analysis

Education
Stevens Institute of Technology   2000 — 2002
MS, Management Information Systems

L. E. College   1994 — 1998
BS, Industrial Engineering

Andrew Bierschied Andrew Bierschied Greater Boston Area Details
Andrew Bierschied's Fidelity Investments Experience 2000 - 2005
Job
Industry Insurance
Experience
Elliot Whittier Insurance Services LLC   January 2005 - Present
Atlantic Referal Exchange   2006 - 2008
Fidelity Investments   2000 - 2005
Private Healthcare Systems  August 1998 - December 2000

Skills
Workers Compensation, General Liability, Bonds, Professional Malpractice, Group Benefits, Insurance, Risk, Sales, 401k, Health Insurance, Disability Insurance, Small Business, Legal Liability, Employee Benefits, Umbrella Insurance, Management, Brokers, Professional Liability, Claim, Property & Casualty..., Life Insurance, Long-term Care, Commercial Insurance, Health Savings Accounts, Employment Practices..., Accident, Risk Management, Financial Risk, Commercial Lines, Casualty, Underwriting, Retirement, General Insurance, Strategic Financial..., Fixed Annuities, Property, Liability, Inland Marine, Casualty Insurance

Education
Stonehill College   1994 — 1998

James Doraz, PMP James Doraz, PMP Greater Boston Area Details
James Doraz, PMP's Fidelity Investments Experience July 2014 - Present
Job Director of Project Management at Fidelity
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   July 2010 - June 2014
Fidelity Investments   September 2007 - December 2010
Fidelity Investments   March 2005 - September 2007
Fidelity Investments   May 2003 - March 2005

Skills
Systems Analysis, Agile Methodologies, Visio, Software Project..., Offshoring, Business Analysis, Sybase, Resource Management, Project Management, Process Improvement, PMP, Requirements Analysis, Requirements Gathering

Education
Stetson University   1999 — 2003

Bob Sobolewski Bob Sobolewski Greater Boston Area Details
Bob Sobolewski's Fidelity Investments Experience 1998 - February 2009
Job Vice President, Program Management, BNY Mellon
Industry Financial Services
Experience
Brown Brothers Harriman  May 2010 - March 2013
Fidelity  May 1998 - February 2009
Fidelity Investments   1998 - February 2009

Skills
Project Management, Strategy, Management, Software Documentation, Business Process, Business Strategy, Budgets, Product Development, Negotiation, Business Analysis, SDLC, Vendor Management, Risk Management, Financial Services, Process Improvement, Program Management, Business Process..., Leadership, PMO, CRM, Project Portfolio..., Software Project..., Requirements Analysis, Business Requirements, Business Intelligence, Requirements Gathering, PMP, Relationship Management, Analysis, IT Strategy, Visio, Mutual Funds

Education
Stonehill College   1984 — 1988
Bachelor of Arts (BA), Communications

Derek Mazza Derek Mazza Boston, Massachusetts Details
Derek Mazza's Fidelity Investments Experience September 2004 - September 2006
Job Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities  May 2012 - Present
Realty Capital Securities  March 2008 - May 2012
Guardian / RS Funds   August 2007 - March 2008
Boston Capital Securities Inc.   August 2006 - July 2007
Fidelity Investments   September 2004 - September 2006

Skills
Alternative Investments, Investments

Education
Stonehill College   2000 — 2004
Bachelor’s Degree, Economics

Austin Preparatory School   1996 — 2000

Masoor Venkatesh Masoor Venkatesh Greater Chicago Area Details
Masoor Venkatesh's Fidelity Investments Experience December 2006 - September 2010
Job Global Head of Enterprise Operations Audit at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation  July 2015 - Present
Northern Operating Services   September 2010 - June 2015
Fidelity Investments   December 2006 - September 2010

Skills
Risk Management, Internal Audit, Auditing, Business Continuity, Team Building, IT Strategy, Enterprise Risk..., Vendor Management, Financial Risk, Operational Risk..., PMP, SDLC, IT Audit, Enterprise Software, Business Analysis, Audit Head, APAC Audit, Chief Auditor, Leadership, Financial Services, Banking, Security, Governance, Operational Risk, Business Process..., CISA, Information Security...

Education
Stevens Institute of Technology
MS, MIS

BJ Nestler BJ Nestler Greater Boston Area Details
BJ Nestler's Fidelity Investments Experience 2009 - 2011
Job Principal, DSN, Inc.
Industry Computer Software
Experience
DSN, Inc.   October 2000 - Present
DSN, Inc.   2000 - 2015
DSN, Inc.   2000 - 2015
NY Life  2013 - 2013
NY Life  2013 - 2013
Fidelity Investments   2009 - 2011
WellPoint  2006 - 2007
BOA  2004 - 2005
State Street Corporation  March 1998 - February 2001
OTI  1990 - 1995

Skills
Transformer, Requirements Analysis, Banking, Document Management, Analysis, Management Consulting, Customer Relations, Automation, Account Management, Outsourcing, Integration, Consultancy, Strategic Planning, Solution Selling, Architecture, Solution Design, Insurance, Problem Solving, Quality Assurance, Microsoft Office, Business Analysis, Testing, Windows, Software Development, Operating Systems, Product Development, Dialogue, Software Project..., SDLC, Enterprise Software, Requirements Gathering, Customer Service, Process Improvement, Solution Architecture, Visio, Business Process..., Business Intelligence, IT Strategy, Consulting

Education
West Alleghney HS   1980 — 1984
Diploma, Academic

Stonehill College
Information Technology, Management

Darren Kenney Darren Kenney Greater Boston Area Details
Darren Kenney's Fidelity Investments Experience January 1995 - May 1995
Job Application Developer at State Street Corp.
Industry Financial Services
Experience
State Street  May 2007 - Present
State Street  April 1999 - May 2007
State Street  June 1997 - April 1999
Putnam Investments  October 1995 - May 1997
Fidelity Investments   January 1995 - May 1995

Skills
Business Analysis, SQL, Visio, Requirements Gathering, SDLC, Financial Services, Mutual Funds, Fixed Income

Education
Stonehill College   1991 — 1995

Rockland High School   1987 — 1991

William A. Cramer, MBA William A. Cramer, MBA Greater Boston Area Details
William A. Cramer, MBA's Fidelity Investments Experience 2006 - 2007
Job Dynamic Global Technology Consultant ~ Strategist ~ ClientFocused Technology Delivery Leader
Industry Information Technology and Services
Experience
IBM  2013 - 2014
Sapient  2011 - 2013
Citizens Bank  2008 - 2011
State Street Corp  2007 - 2008
Fidelity Investments   2006 - 2007
EDS ExcellerateHRO   2003 - 2006
SHPS  2000 - 2002
Liberty Mutual Insurance  February 1985 - October 2000

Skills
Vendor Management, Outsourcing, Change Management, Strategy, Project Management, Leadership, Talent Management, Operations Management, CRM, Integration, Management, Human Resources, Employee Benefits, Business Intelligence, Business Development, Program Management, IT Strategy, Business Process, Recruiting, Product Development, PMO, Process Improvement, Deferred Compensation, Software Implementation, Product Management, ERP, Business Strategy, Personnel Management, Consulting, global HCM, Performance Management, Staffing Analysis, Learning & Development..., Benchmarking, Organizational Behavior, Software, HRIS, Compensations, Employee Self Service, Manager Self-Service, ERP Design, Software Upgrades, Shared Service Center, HCM SaaS, Cloud Mobile Social..., BPaaS, BPO, HRO, Process Re-Engineering, New Business Development

Education
University of New Hampshire - Whittemore School of Business and Economics
Master of Business Administration (M.B.A.)

Richard Stockton College of New Jersey
Bachelor of Arts (B.A.), Criminal Justice

Alexander Brodsky Alexander Brodsky Greater Boston Area Details
Alexander Brodsky's Fidelity Investments Experience 1995 - 2009
Job Senior IT Architect
Industry Financial Services
Experience
TJX  2012 - Present
Travelers  2009 - 2012
Fidelity Investments   1995 - 2009
AT&T Bell Laboratories  1985 - 1995
AT&T Italia SpA   1991 - 1992

Skills
Enterprise Architecture, IT Strategy, Technical Architecture, SOA, Solution Architecture, IT Service Management, SDLC, Integration, Application Architecture, Software Development, Architecture Governance, Web Services, Cloud Computing, ITIL, Linux, Oracle, Websphere, System Architecture, Infrastructure..., Performance Engineering, Java, TOGAF, Java Enterprise Edition, IT Infrastructure..., Legacy Modernization, AIX, Application..., Virtualization, Configuration Management, E-commerce, OLTP, Mainframe Integration, Oracle DBMS, MQ, Web and Application..., JEE, Windows, SCCM

Education
Stevens Institute of Technology   1985 — 1987
MS, Computer Science

Stevens Institute of Technology   1981 — 1985
BE, Electrical Engineering and Computer Science

Rony A. Sodhi Rony A. Sodhi Greater Boston Area Details
Rony A. Sodhi's Fidelity Investments Experience August 2006 - Present
Job Director, Project Management and Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2006 - Present
Metavante/MBI   2002 - 2006
Sapient  August 2000 - March 2002
Verizon  May 1999 - July 2000
Reuters  December 1997 - May 1999

Skills
Agile, EAI, Web Applications, Application Architecture, .NET, Team Building, Leadership Development, Agile Methodologies, Software Engineering, XML, Software Development, Global Team Coordination, Global Cross-Functional..., Application Development, Mentoring, Enterprise Architecture, UML, Business Analysis, Microsoft SQL Server, SDLC, Requirements Analysis, Agile Project Management, Integration, Software Project..., Oracle

Education
Stevens Institute of Technology   1997 — 1999
Master of Engineering, Computer Engineering

University of Pune, India
Bachelor of Engineering, Production Engineering

Rick Barron Rick Barron Greater Boston Area Details
Rick Barron's Fidelity Investments Experience February 2007 - January 2013
Job Senior Application Developer at RBS Citizens Group
Industry Information Technology and Services
Experience
Citizens Bank  April 2013 - Present
Fidelity Investments   February 2007 - January 2013
Stop & Shop supermarket companies   October 1983 - February 2007
WWMCCS Data Processing Center Europe   December 1981 - August 1983
US Army  August 1979 - December 1981

Skills
JCL, VSAM, CICS, COBOL, Endevor, DB2, ISPF, FTP, NDM, Intertest, Lotus Notes, Outlook, TSO, Mainframe, Easytrieve, z/OS, MVS, IBM Mainframe, SPUFI, IBM Utilities, QMF, Visio, Syncsort, Access, SQL, SDLC, Databases, MS Project, Testing, Systems Analysis, Quality Center, Control-M, Windows, Requirements Analysis, Operating Systems, Business Analysis, Agile Methodologies, Requirements Gathering, Endeavor, Software Documentation, Integration, WebSphere MQ, Fileaid, Analysis

Education
Stonehill College   1998 — 2002
Bachelor of Science, Accounting

United States Army   1979 — 1983
Computer Programming

Cardinal Spellman   1975 — 1979
High School

Valerie Cho Valerie Cho Hoboken, New Jersey Details
Valerie Cho's Fidelity Investments Experience January 2011 - July 2013
Job Associate Product Strategist at Moody's Analytics
Industry Publishing
Experience
Moody's Analytics  June 2015 - Present
John Wiley and Sons  August 2013 - October 2014
Fidelity Investments   January 2011 - July 2013
Donovan Data Systems  August 2008 - January 2011
Lazard Asset Management  June 2005 - August 2008

Skills
Business Analysis, Project Management, Business Process, Requirements Analysis, Test Planning, Project Planning, SDLC, Software Project..., SQL, Agile Methodologies, Visio, Requirements Gathering, Java, Business Intelligence, Microsoft SQL Server, Software Development

Education
Stevens Institute of Technology   2003 — 2005
MS, Information Systems

University of Auckland   1999 — 2003
Bsc, Computer Science

Andy Ferreira Andy Ferreira Greater Boston Area Details
Andy Ferreira's Fidelity Investments Experience December 2013 - Present
Job Director, Executive Programs at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2013 - Present
Fidelity Investments   September 2012 - November 2013
Fidelity Investments   July 2010 - August 2012
Fidelity Investments   September 2008 - June 2010
Fidelity Investments   January 2007 - September 2008
Fidelity Investments   July 2004 - December 2006
Fidelity Investments   April 2001 - July 2004
Fidelity Investments   June 1999 - March 2001

Skills
Internal Communications, Corporate Communications, Strategic Communications

Education
Clark University - Graduate School of Management   2008 — 2012
MBA, Marketing and Management

Stonehill College   1995 — 1999
BSBA, Marketing

Claire OKeefe Claire OKeefe Greater Boston Area Details
Claire OKeefe's Fidelity Investments Experience January 1996 - Present
Job Asst. to Senior Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 1996 - Present
Insight Management  1992 - 1995
Neworld Bank  1990 - 1992

Skills
Outlook, Microsoft Excel, Microsoft Word, Process Improvement, Customer Service, Project Management, Event Planning, Event Management, Team Building, Teamwork, Marketing Communications, Financial Services

Education
Stonehill College   1986 — 1988

Walpole High School

Walpole High School

Walpole High School

David Gunville David Gunville Greater Boston Area Details
David Gunville's Fidelity Investments Experience August 1988 - January 1995
Job Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  Senior Vice PresidentFidelity InvestmentsApril 1998 - February 2007
MetLife  January 1995 - April 1998
Fidelity Investments   August 1988 - January 1995
UnumProvident  October 1986 - August 1988
Fidelity Investments   April 1985 - October 1986
Putnam Investments  December 1983 - April 1985

Skills
Leadership, Retirement Planning, Pensions, Financial Services, Investments, Defined Benefit, Vendor Management, Business Analysis, Program Management, Management, Business Process..., Insurance, Mutual Funds

Education
Stonehill College   1979 — 1983

Erik Thompson Erik Thompson Greater Boston Area Details
Erik Thompson's Fidelity Investments Experience December 2012 - November 2014
Job Participant Experience Communications Developer at John Hancock Retirement Plan Services
Industry Marketing and Advertising
Experience
John Hancock Retirement Plan Services  November 2014 - Present
Fidelity Investments   December 2012 - November 2014
Sun Life Financial  September 2011 - December 2012
New York Life Retirement Plan Services  October 2007 - September 2011
Workscape  2006 - 2007
Fidelity Investments   March 2000 - March 2006
Tufts Health Plan  January 1998 - March 2000

Skills
Marketing Communications, Employee Benefits, 401k, Marketing, Corporate Communications, Strategic Communications, Direct Mail, Marketing Strategy, Vendor Management, Integrated Marketing, Financial Services, Internal Communications, Direct Marketing, Mutual Funds, Email Marketing, Sales, Series 6, Product Marketing, Strategic Planning, Retirement, Insurance

Education
Stonehill College   1992 — 1996
BA, Communication

Xaverian Brothers High School   1988 — 1992

Christine Chiulli Christine Chiulli Greater Boston Area Details
Christine Chiulli's Fidelity Investments Experience November 2012 - Present
Job Operations Executive
Industry Human Resources
Experience
Fidelity Investments   November 2012 - Present
Fidelity Investments   December 1996 - July 2009
Olsten Staffing Services  1994 - 1996
Alternative Home Care  1992 - 1994

Skills
Team Building, Strategy, Strategic Planning, Program Management, Process Improvement, Outsourcing, Management, Leadership, Financial Risk, Employee Benefits, Auditing

Education
Stonehill College   1988 — 1992
BA, Health Care Administration

Hingham High School   1984 — 1988
Diploma

Steven Shorey Steven Shorey Hartford, Connecticut Area Details
Steven Shorey's Fidelity Investments Experience 1998 - 2008
Job Vice President, Key Accounts at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial  August 2012 - Present
Prudential Financial  September 2008 - August 2012
Fidelity Investments   1998 - 2008
Fidelity Investments   2005 - 2007
First Data Corporation  1995 - 1998
CIGNA  1990 - 1995

Education
Stonehill College   1986 — 1990
Bachelor of Science, Business Administration, Finance

University of Hartford
MBA, Management

Matthew P Thomas Matthew P Thomas Greater New York City Area Details
Matthew P Thomas's Fidelity Investments Experience February 1989 - September 1993
Job Public Policy & Pension Consultant
Industry Financial Services
Experience
MP Thomas   June 2008 - Present
Morgan Stanley & Co.   August 1998 - January 2008
AEGON,nv - Diversified Investment Advisors   November 1994 - August 1998
Fidelity Investments   February 1989 - September 1993

Skills
Mutual Funds, Separately Managed..., Structured Products, VAS, Foundations, Investment Management, Strategic Planning, Investments, Asset Allocation, Wealth Management, FINRA, Series 63, Series 7, Asset Management, Financial Services, Retirement, 401k, Pensions, Strategy

Education
Suffolk University - Sawyer Business School   1991 — 1995
MBA, Business Administration

Stonehill College   1984 — 1988
BS, Business Administration; Economics

Archbishop Stepinac High School   1980 — 1984
Diploma, College Prep

Elizabeth Titmas Elizabeth Titmas Greater Boston Area Details
Elizabeth Titmas's Fidelity Investments Experience Director, Rollover Product ManagementFidelity Investments2010 - Present
Job Director, Rollover Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Director, Rollover Product ManagementFidelity Investments2010 - Present
Fidelity Investments   September 2008 - March 2010
Fidelity Investments   May 2006 - September 2008

Skills
Product Management, Financial Services, Series 7, Mutual Funds, Series 63, Retirement, 401k, Series 6, Relationship Management, Investments, Retirement Planning, Business Analysis, Asset Allocation, FINRA, Wealth Management

Education
Stonehill College   1996 — 2000
Bachelor of Science in Business Administration, Business Administration and Management, General

University of Limerick   1999 — 1999

Tom Rossum Tom Rossum Dallas/Fort Worth Area Details
Tom Rossum's Fidelity Investments Experience Financial RepresentativeFidelity Investments2007 - 2011
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   Financial RepresentativeFidelity Investments2007 - 2011
Concord Baptist   1999 - 2011

Education
Stephen F. Austin State University   1986 — 1988

Patricia Radel Patricia Radel Dallas/Fort Worth Area Details
Patricia Radel's Fidelity Investments Experience January 2010 - Present
Job Senior Quality Control Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2010 - Present
Fidelity Investments   September 2008 - January 2010
Fidelity Investments   September 2007 - September 2008
AIG Retirement Services  December 1998 - August 2007
MBM Advisors  1994 - 1996

Education
Stephen F. Austin State University   1989 — 1993
BBA, Accounting

Patrick Barker CFP® Patrick Barker CFP® Dallas/Fort Worth Area Details
Patrick Barker CFP®'s Fidelity Investments Experience April 2007 - Present
Job Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   April 2007 - Present
Fidelity Investments   2005 - 2007
Fidelity Investments   1999 - 2004

Skills
Fixed Income, Financial Planning, Mutual Funds, Investments, Portfolio Management, Financial Services

Education
Southern Methodist University - Cox School of Business   2002 — 2004
MBA, Finance

Stephen F. Austin State University   1995 — 1999
Business, Marketing

The University of Texas at Austin - Red McCombs School of Business   1997 — 1997

Elizabeth Bellows Riley Elizabeth Bellows Riley Greater Boston Area Details
Elizabeth Bellows Riley's Fidelity Investments Experience July 2000 - March 2011
Job Director, Provider Relations
Industry Hospital & Health Care
Experience
Fallon Health  March 2011 - Present
Fidelity Investments   July 2000 - March 2011
Fidelity Investments   July 2000 - June 2003
Fallon Community Health Plan  1996 - 2000

Skills
Employee Benefits, System Administration, Health Insurance, Medicaid, Program Management, Risk Management, Change Management, Leadership, Relationship Management, Analysis, Managed Care, Healthcare, Management, Healthcare Management, Vendor Management, Budgets, Account Management, Benefits Administration, Business Planning, Business Process..., Call Centers, Cross-functional Team..., Customer Service, HIPAA, Hospitals, Medicare, Process Improvement, Provider Relations, Strategic Planning, Team Building, Healthcare Industry, Data Analysis, Financial Services, Network Development, Health Care Reform

Education
Other

Stonehill College
BA

Chris Cullen Chris Cullen Greater Boston Area Details
Chris Cullen's Fidelity Investments Experience 2005 - 2007
Job Director of Total Rewards
Industry Human Resources
Experience
Au Bon Pain  June 2014 - Present
J. Jill  June 2013 - October 2013
EMD Serono, Inc.   January 2012 - October 2012
American Dental Partners  June 2011 - November 2011
Samsonite, LLC  March 2007 - March 2010
Fidelity Investments   2005 - 2007
Stop & Shop  2003 - 2005
Shaw's Supermarkets  2001 - 2002
CVS Caremark Corporation  1993 - 1999

Skills
Employee Benefits, Benefits Administration, Benefits Negotiation, Benefits Design, Pension Administration, 401k, Deferred Compensation, Compensation Structure..., Defined Benefit, 409A, HRIS Database Management, SAP HR, HR Consulting, Personnel Management, New Hire Orientations, Compensation Structures, Human Resources, HRIS, Leadership, Strategy, Compensation & Benefit, Employee Relations, Policy, Compensation & Benefits, Training, Onboarding

Education
Stonehill College   2000 — 2002
Certificate in HR Management, HR Management

Suffolk University - Sawyer Business School   1990 — 1992
MBA, Management

Stonehill College   1984 — 1988
BS, Finance/Economics

Alicia Monnes Alicia Monnes Wakefield, Rhode Island Details
Alicia Monnes's Fidelity Investments Experience September 2005 - September 2010
Job Independent Accounting Consultant
Industry Accounting
Experience
Peace Dale Elementary School   June 2014 - Present
Books Are Wings  2012 - Present
Providence-Haiti Outreach   June 2013 - September 2013
Fidelity Investments   September 2005 - September 2010
PricewaterhouseCoopers  August 1998 - September 2005

Skills
US GAAP, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, Internal Controls, Fund Accounting, Financial Reporting, Auditing, Financial Accounting, Accounting, Internal Audit, Financial Analysis, IFRS, SAS70, CPA, General Ledger, Corporate Finance, Enterprise Risk..., Accounts Payable, Financial Statements, Consolidation, Financial Modeling, Strategic Financial..., Accruals, Managerial Finance, Hyperion Enterprise, Income Tax, Revenue Recognition, Account Reconciliation, Variance Analysis, External Audit, Journal Entries, QuickBooks, Assurance, Payroll

Education
Stonehill College   1994 — 1998
BSBA, Accounting

North Providence High   1990 — 1994

Kathy Entingh Kathy Entingh Dallas/Fort Worth Area Details
Kathy Entingh's Fidelity Investments Experience May 2013 - Present
Job Sr. Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2013 - Present
Fidelity Investments   January 2012 - May 2013
Fidelity Investments   April 2007 - December 2011
Fidelity Investments   April 2004 - May 2007
Michaels Stores, Inc.   April 2003 - April 2004
County Seat  1986 - 1997

Skills
Executive..., Microsoft Office, Office Management, Meeting Planning, Office Administration, Vendor Management, Corporate Communications, Business Analysis, Project Management, Visio, Customer Service, Process Improvement

Education
Stephen F. Austin State University   1980 — 1984
BBA, Business

Conroe High School   1976 — 1980

Bob Benjaminsen Bob Benjaminsen Greater Boston Area Details
Bob Benjaminsen's Fidelity Investments Experience September 1989 - November 2008
Job Sr. Commodity Specialist at EMC
Industry Financial Services
Experience
EMC  March 2009 - Present
Fidelity Investments   September 1989 - November 2008
Hit or Miss  1982 - 1989

Skills
Enterprise Software, Vendor Management, Contract Negotiation, Project Management, Management, Hardware, Purchasing, Leadership, Customer Service, Process Improvement, Business Analysis, Six Sigma, Storage, Negotiation, Data Center, Strategic Sourcing, Cross-functional Team..., Outsourcing, Program Management, Strategy

Education
Stonehill College
Biology

Bill Ninteau Bill Ninteau Greater Boston Area Details
Bill Ninteau's Fidelity Investments Experience November 2009 - October 2011
Job CoFounder & COO at SurfSET Fitness
Industry Health, Wellness and Fitness
Experience
SURFSET Fitness   August 2011 - Present
Fidelity Investments   November 2009 - October 2011
Johnson & Johnson  January 2009 - May 2009
Eastern Bank  July 2008 - September 2008

Education
Stonehill College   2006 — 2009
BA, Finance, Economics

Brian McGuane Brian McGuane Greater Boston Area Details
Brian McGuane's Fidelity Investments Experience 1995 - 2008
Job Independent Consultant at BCD Technologies Inc
Industry Computer Software
Experience
BCD Technologies Inc   April 1995 - Present
Fidelity  1994 - Present
Fidelity  1994 - Present
BCD Technologies Inc   December 1993 - Present
Fidelity Investments   1995 - 2008
Supervised Services Company   December 1994 - April 1995
TSSG  1988 - 1994
American Express  May 1986 - November 1993
Raytheon  May 1984 - May 1986
Travelers Insurance  July 1982 - April 1984

Education
Stonehill College   1976 — 1980
BSBA, Finance and Economics

Anne Dalia Anne Dalia Norwell, Massachusetts Details
Anne Dalia's Fidelity Investments Experience February 2002 - October 2011
Job Experienced Audit Professional
Industry Accounting
Experience
Brigham & Women's Hospital   January 2013 - Present
Fidelity Investments   February 2002 - October 2011
Partners HealthCare  November 1997 - February 2002
Partners HealthCare  1995 - 1997
Brigham and Women's Hospital  1992 - 1995
GTE Government Systems  July 1991 - November 1993
Ernst & Young  July 1987 - July 1991

Skills
Auditing, Financial Risk, Accounts Payable, SDLC, Financial Services, CISA, Internal Controls, Risk Management, Analysis, Internal Audit, Process Improvement, Accounting, Finance, Management, Budgets, Managerial Finance, Sarbanes-Oxley Act

Education
Stonehill College
BS, Accounting and Health Care Administration minor

Lauren Toli Lauren Toli Greater Boston Area Details
Lauren Toli's Fidelity Investments Experience March 2001 - November 2013
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2001 - November 2013
Fidelity Investments   July 1993 - March 2001
Fidelity Investments   February 1992 - July 1993
Shawmut Bank  October 1987 - January 1992

Skills
Series 7, Series 63, Equities, Trading, Securities, Bloomberg, Mutual Funds, Investments, Trading Systems

Education
Stonehill College   1983 — 1987
BA, Communications/Business

Suffolk University - Sawyer School of Management
Business Administration and Management, General

Kevin Morrisey Kevin Morrisey Raleigh-Durham, North Carolina Area Details
Kevin Morrisey's Fidelity Investments Experience July 2010 - May 2013
Job Manager Software Development Engineering at MetLife
Industry Financial Services
Experience
MetLife  March 2014 - Present
Fidelity Investments   July 2010 - May 2013
Fidelity Investments   August 2007 - July 2010
Fidelity Investments   July 2002 - August 2007
Fidelity Investments   August 2000 - July 2002
Medical Systems Management (Now a PICIS Company)   December 1998 - August 2000
Medical Systems Management (Now a PICIS Company)   August 1996 - December 1998
Cambridge City Hospital   February 1996 - August 1996
MEDITECH  May 1994 - February 1996

Skills
Healthcare Information..., Operating Systems, Software Documentation, Architecture, CRM, Databases, Agile Methodologies, SDLC, Technical Support, Product Development, Software Quality..., Management, Process Improvement, Web Applications, Programming, Hospitals, SQL, Team Management, Project Management, Database Design, Software Development, Software Engineering, Oracle, Requirements Analysis, Software Project..., XML, Unix, Requirements Gathering, Integration, Visio, Testing, Business Analysis, Vendor Management, Microsoft SQL Server

Education
Stonehill College   1989 — 1994
Bachelor of Science, Biology/Chemistry

Ani Chatmajian Ani Chatmajian Greater New York City Area Details
Ani Chatmajian's Fidelity Investments Experience 2008 - August 2013
Job Principal Defined Benefits Solution Leader at Mercer
Industry Human Resources
Experience
Mercer  October 2013 - Present
Fidelity Investments   2008 - August 2013
ACS  2005 - 2008
Mellon Financial  2002 - 2005
PricewaterhouseCoopers  2000 - 2001
Coopers & Lybrand  1984 - 2000
Buck Consultants  1981 - 1984

Skills
Vendor Management, PMO, Outsourcing, Business Analysis, Project Management, SDLC, Process Improvement, Six Sigma, Change Management, Business Process..., Resource Management, Management, Project Portfolio..., PMP, Software Project...

Education
Stevens Institute of Technology   1981 — 1984
MS, Computer Science

Brian Tolin Brian Tolin Tampa/St. Petersburg, Florida Area Details
Brian Tolin's Fidelity Investments Experience June 2011 - June 2012
Job Portfolio Analyst at Raymond James Trust NA
Industry Financial Services
Experience
Raymond James Trust   January 2015 - Present
Raymond James Trust NA  June 2012 - Present
Fidelity Investments   June 2011 - June 2012
D'Fontana's   December 2009 - June 2011
Roland George Investments Program  August 2010 - May 2011
Wave Direct, Inc.   May 2010 - July 2010
Magnolia Point Golf & Country Club   June 2005 - July 2008

Skills
Bloomberg, Equities, Fixed Income, Commodity, Foreign Exchange, Series 7, Investments, Mutual Funds, Uniform Combined State..., Portfolio Management, Financial Analysis, Asset Allocation, Financial Services, Bonds, Retirement, Trading, Series 63, Securities, Financial Advisory, Microsoft Excel, Finance, Microsoft Office, Analysis, Marketing, Wealth Management, Options

Education
Stetson University   2007 — 2011
BA, Marketing/Finance

Ritchie Schlette Ritchie Schlette Dallas/Fort Worth Area Details
Ritchie Schlette's Fidelity Investments Experience October 1995 - October 2005
Job Area Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle  April 2015 - Present
Mainline Information Systems  January 2009 - March 2015
IBM  September 1998 - December 2007
Experian  November 2005 - November 2007
Fidelity Investments   October 1995 - October 2005

Skills
Account Management, Disaster Recovery, Solution Selling, Vendor Management, Strategic Planning, Cloud Computing, Customer Service, Project Management, Sales, Sales Management, Data Center, Team Leadership, Enterprise Software, Negotiation, Microsoft Office, Virtualization, Management, Leadership, SaaS, Team Building, CRM, Professional Services, Salesforce.com, Program Management, New Business Development, Microsoft Excel, Contract Negotiation, Business Intelligence, Process Improvement, Integration, Oracle, Enterprise Architecture, Consulting, IT Strategy, ITIL, Infrastructure, Software Development, Business Development

Education
Stephen F. Austin State University
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing

The University of Texas at Dallas
Master of Science (M.Sc.), Management Information Systems and Services

Anthony J. Ledone Anthony J. Ledone Greater New York City Area Details
Anthony J. Ledone's Fidelity Investments Experience August 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2011 - Present
Pershing, a BNY Mellon company  August 2005 - July 2011
Eurobrokers  March 2003 - August 2005
UBS/ PaineWebber  September 1989 - March 2003

Skills
Credit Risk, Equities, Fixed Income, Emerging Markets, Series 24, Series 7, Management, Non-public Alternative..., Financial Institutions, Portfolio Management, Risk Management, Securities, Capital Markets, Investments

Education
St. John's Universtiy - Peter J Tobin College of Busines
Master of Business Administration (MBA), Executive Management/Finance

Richard Stockton College of New Jersey
Bachelor of Science (BS), Finance

Daniel Swan Daniel Swan Greater Boston Area Details
Daniel Swan's Fidelity Investments Experience September 1999 - September 2004
Job Sr. Treasury Analyst at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec  September 2006 - Present
ModusLink  September 2004 - September 2006
Fidelity Investments   September 1999 - September 2004

Skills
Microsoft Excel

Education
Stonehill College   1995 — 1999
Bachelor of Arts (BA), Economics

Amy Barry Amy Barry Greater Boston Area Details
Amy Barry's Fidelity Investments Experience January 2005 - Present
Job Director of Publications at Fidelity investments
Industry Financial Services
Experience
Fidelity Investments   January 2005 - Present
Fidelity  January 2005 - Present
National Financial2003-2005   June 2003 - June 2005
Fidelity Investments   January 1998 - January 2003
Car & Travel Magazine   January 1996 - January 1998
The Sun Newspaper  January 1994 - January 1996
The Boston Herald  January 1990 - January 1994

Skills
Publications, Editing, Newsletters, Magazines, Web Content, Content Development, Copy Editing, Communications Planning, Internal Communications, Proofreading, Content Management, Communications Strategy, Writing, Publishing, Strategic Communications, Editorial, Journalism, Copywriting, Corporate Communications, Media Relations, Press Releases, Marketing Communications, Advertising, Email Marketing, Marketing Strategy, Financial Services

Education
Stonehill College
BA, English History

Dapeng Dong Dapeng Dong Sterling, Virginia Details
Dapeng Dong's Fidelity Investments Experience June 2013 - October 2014
Job Attended Stevens Institute of Technology
Industry
Experience
Fidelity Investments   June 2013 - October 2014

Skills
Matlab, Plasma Physics

Education
Stevens Institute of Technology   2010 — 2012

Dooley Frederick Dooley Frederick Marstons Mills, Massachusetts Details
Dooley Frederick's Fidelity Investments Experience December 2010 - Present
Job Senior QA Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2010 - Present
Fidelity Investments   December 2010 - Present

Skills
SQL, Business Analysis, SDLC, Microsoft Office, Project Management, Agile Methodologies, Requirements Analysis, Microsoft Excel, Customer Service, Testing

Education
Stonehill College
Bachelor’s Degree, Financial Management, graduated with honors

Brian Kilgallen Brian Kilgallen United States Details
Brian Kilgallen's Fidelity Investments Experience October 2006 - August 2011
Job
Industry Information Technology and Services
Experience
New England Art Publishers  September 2011 - Present
Fidelity Investments   October 2006 - August 2011
Xerox  August 1999 - October 2006
EarthLink Business  May 1998 - August 1999
EarthLink Business  May 1998 - December 1998
Ininium Software   July 1994 - May 1998
Infinium Software  April 1991 - July 1994

Skills
Software Development, Programming, IBM iSeries, iSeries development, AS400 system, SQL, RPG, XML, Software Design, DB2, Jasper Reports, Quality Assurance, Customer Service, Windows, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teaching, Public Speaking, HTML

Education
Stonehill College   1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General

Dan Richmond, CFA Dan Richmond, CFA Franklin, Massachusetts Details
Dan Richmond, CFA's Fidelity Investments Experience December 2013 - Present
Job Director Brokerage Products at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2013 - Present

Skills
Options, Equities, Alternative Investments, ETFs, Electronic Trading, Market Structure, Chartered Financial..., Mutual Funds, Product Management, Product Development

Education
Stonehill College   2000 — 2004
Psychology

Di Ren Di Ren Hoboken, New Jersey Details
Di Ren's Fidelity Investments Experience May 2014 - August 2014
Job Looking for Full time Software Engineer Position
Industry Financial Services
Experience
NetCentric Holdings   May 2015 - Present
Stevens Institute of Technology  September 2013 - January 2015
Fidelity Investments   May 2014 - August 2014
Stevens Institute of Technology  May 2013 - September 2013
Brown Brothers Harriman  October 2012 - January 2013

Skills
Java, JavaScript, HTML5, PHP, CSS

Education
Stevens Institute of Technology   2011 — 2015
Master’s Degree, Computer Science, 3.701

Stevens Institute of Technology   2011 — 2015
Bachelor’s Degree, Computer Science, 3.533

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