Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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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
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
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
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
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.
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments Financial RepresentativeFidelity Investments2007 - 2011
Concord Baptist 1999 - 2011
Education
Stephen F. Austin State University 1986 — 1988
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments June 2013 - October 2014
Skills
Matlab, Plasma Physics
Education
Stevens Institute of Technology 2010 — 2012
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
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
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
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