Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Justin LaPointe Justin LaPointe's Fidelity Investments Experience August 2014 - Present
Job High Net Worth Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Scottrade June 2013 - August 2014
MetLife January 2012 - June 2012
UPS January 2007 - January 2008
Skills
Business Analysis, Financial Modeling, Risk Management, Finance, Sales, Insurance, Financial Services, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Customer Service, Series 7, Asset Management, Series 63, Equities, Life Insurance, Retirement Planning, Securities, IRAs, Wealth Management, Asset Allocation
Education
Old Dominion University - College of Business and Public Administration 2003 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments August 2014 - Present
Scottrade June 2013 - August 2014
MetLife January 2012 - June 2012
UPS January 2007 - January 2008
Skills
Business Analysis, Financial Modeling, Risk Management, Finance, Sales, Insurance, Financial Services, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Customer Service, Series 7, Asset Management, Series 63, Equities, Life Insurance, Retirement Planning, Securities, IRAs, Wealth Management, Asset Allocation
Education
Old Dominion University - College of Business and Public Administration 2003 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Sharonette Johnson Sharonette Johnson's Fidelity Investments Experience November 2004 - Present
Job Sr. Pension Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2004 - Present
Skills
401k, Pensions, Pension Administration, Employee Benefits, Benefits Administration, Health & Welfare, Health & Welfare..., Projects, Defined Contribution
Education
Strayer University-North Carolina 2006 — 2008
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.855
Fidelity Investments November 2004 - Present
Skills
401k, Pensions, Pension Administration, Employee Benefits, Benefits Administration, Health & Welfare, Health & Welfare..., Projects, Defined Contribution
Education
Strayer University-North Carolina 2006 — 2008
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.855
Sean P. Slater, PMP's Fidelity Investments Experience January 2012 - Present
Job Senior Project Manager, Solution Delivery: PI Technology
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments March 2006 - December 2011
Fidelity Investments November 2004 - March 2006
Bank of America May 1996 - May 2004
State Street Bank 1991 - 1995
Skills
Process Improvement, Six Sigma, Project Management, PMP, Project Portfolio..., Project Planning, Analysis, Business Analysis, Business Process, Strategy, IT Strategy, Leadership, Financial Services, Management, Strategic Planning, Cross-functional Team..., Agile Methodologies, Analytics, Vendor Management, Portfolio Management, Risk Management, Change Management, Program Management, Mergers & Acquisitions, SDLC, Business Process..., PMO, Software Project..., Visio
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA, Process Transformation
Stonehill College 1987 — 1991
BS in Bus Admin, Major: Marketing / IT
Fidelity Investments January 2012 - Present
Fidelity Investments March 2006 - December 2011
Fidelity Investments November 2004 - March 2006
Bank of America May 1996 - May 2004
State Street Bank 1991 - 1995
Skills
Process Improvement, Six Sigma, Project Management, PMP, Project Portfolio..., Project Planning, Analysis, Business Analysis, Business Process, Strategy, IT Strategy, Leadership, Financial Services, Management, Strategic Planning, Cross-functional Team..., Agile Methodologies, Analytics, Vendor Management, Portfolio Management, Risk Management, Change Management, Program Management, Mergers & Acquisitions, SDLC, Business Process..., PMO, Software Project..., Visio
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA, Process Transformation
Stonehill College 1987 — 1991
BS in Bus Admin, Major: Marketing / IT
Sean German Sean German's Fidelity Investments Experience November 2005 - December 2006
Job BSA Principal at Genzyme
Industry Medical Devices
Experience
Genzyme December 2012 - Present
Boston Scientific March 2007 - December 2012
Fidelity Investments November 2005 - December 2006
FOCIS Associates 2002 - 2004
Sprockets.com 2000 - 2001
LifeAccess.com 1997 - 2000
Skills
SharePoint, Quality Assurance, Microsoft SQL Server, ASP.NET, Software Project..., Software Documentation, Requirements Analysis, Crystal Reports, Project Management, Business Process, Medical Devices, Databases, XML, CAPA, T-SQL, PL/SQL, Visio, Requirements Gathering, Business Objects, .NET, Sparta Systems TrackWise, Pilgrim SmartSolve, Pilgrim SmartStudio, eMDR, PL-SQL, XSLT, FDA Regulatory Reporting, Web Intelligence, Crystal Xcelsius 2008, C#, 21 CFR Part 11, 21 CFR Part 820
Education
Stony Brook University 1991 — 1994
BS, Chemistry & Mathematics
Genzyme December 2012 - Present
Boston Scientific March 2007 - December 2012
Fidelity Investments November 2005 - December 2006
FOCIS Associates 2002 - 2004
Sprockets.com 2000 - 2001
LifeAccess.com 1997 - 2000
Skills
SharePoint, Quality Assurance, Microsoft SQL Server, ASP.NET, Software Project..., Software Documentation, Requirements Analysis, Crystal Reports, Project Management, Business Process, Medical Devices, Databases, XML, CAPA, T-SQL, PL/SQL, Visio, Requirements Gathering, Business Objects, .NET, Sparta Systems TrackWise, Pilgrim SmartSolve, Pilgrim SmartStudio, eMDR, PL-SQL, XSLT, FDA Regulatory Reporting, Web Intelligence, Crystal Xcelsius 2008, C#, 21 CFR Part 11, 21 CFR Part 820
Education
Stony Brook University 1991 — 1994
BS, Chemistry & Mathematics
Christine Bovarnick Christine Bovarnick's Fidelity Investments Experience June 2003 - April 2007
Job Business Analyst at Commonwealth Financial Network
Industry Computer Software
Experience
Commonwealth Financial Network April 2014 - Present
Wolters Kluwer Financial Services April 2007 - January 2014
Fidelity Investments June 2003 - April 2007
Fidelity Investments March 2001 - June 2003
Fidelity Investments January 2000 - March 2001
Fidelity Investments September 1998 - December 2000
First Data Corporation September 1996 - September 1998
Skills
Financial Analysis
Education
Suffolk University 1997 — 2001
MBA, Business Administation Concentration: Finance
Westfield State College 1992 — 1996
Bachelor of Science, Business Management Concentration: Finance
Waltham High School
Commonwealth Financial Network April 2014 - Present
Wolters Kluwer Financial Services April 2007 - January 2014
Fidelity Investments June 2003 - April 2007
Fidelity Investments March 2001 - June 2003
Fidelity Investments January 2000 - March 2001
Fidelity Investments September 1998 - December 2000
First Data Corporation September 1996 - September 1998
Skills
Financial Analysis
Education
Suffolk University 1997 — 2001
MBA, Business Administation Concentration: Finance
Westfield State College 1992 — 1996
Bachelor of Science, Business Management Concentration: Finance
Waltham High School
Flamin Thomas Flamin Thomas's Fidelity Investments Experience September 2003 - January 2005
Job International Assignment, Expatriate Tax, Global Mobility, and Compensation Consulting Services
Industry Accounting
Experience
McGladrey March 2013 - Present
PwC December 2011 - February 2013
PwC July 2011 - February 2013
PwC July 2010 - February 2013
PwC January 2005 - December 2011
Mid-Atlantic Business Group, LLC May 2007 - December 2008
Fidelity Investments September 2003 - January 2005
Merrill Lynch January 2002 - September 2003
Skills
IRS Enrolled Agent (EA), Valuation, Real Estate Agent,..., Equities, VBA, Corporate Finance, Economics, Strategic Financial..., Accounting, Tax, Expatriate Tax, International Tax, Investments, Transfer Pricing, Tax Accounting, Corporate Tax, Big 4, Income Tax, Tax Advisory, Financial Reporting, CPA, Internal Controls, Tax Returns, Partnership Taxation, Auditing, US GAAP, Tax Research
Education
Stony Brook University 1997 — 2001
Bachelor of Arts (B.A.), Economics / Business Management
McGladrey March 2013 - Present
PwC December 2011 - February 2013
PwC July 2011 - February 2013
PwC July 2010 - February 2013
PwC January 2005 - December 2011
Mid-Atlantic Business Group, LLC May 2007 - December 2008
Fidelity Investments September 2003 - January 2005
Merrill Lynch January 2002 - September 2003
Skills
IRS Enrolled Agent (EA), Valuation, Real Estate Agent,..., Equities, VBA, Corporate Finance, Economics, Strategic Financial..., Accounting, Tax, Expatriate Tax, International Tax, Investments, Transfer Pricing, Tax Accounting, Corporate Tax, Big 4, Income Tax, Tax Advisory, Financial Reporting, CPA, Internal Controls, Tax Returns, Partnership Taxation, Auditing, US GAAP, Tax Research
Education
Stony Brook University 1997 — 2001
Bachelor of Arts (B.A.), Economics / Business Management
Jennifer (Shore) Czajkowski's Fidelity Investments Experience August 2015 - Present
Job Director, Program Management at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments August 2015 - Present
Liberty Mutual Insurance October 2014 - August 2015
Liberty Mutual Insurance May 2013 - October 2014
Liberty Mutual May 2003 - May 2013
Bottomline Technologies January 1999 - April 2003
Fidelity Investments June 1997 - October 1998
Skills
Property & Casualty..., Process Improvement, Insurance, Call Center, Call Centers, Customer Satisfaction, Business Analysis, Training, General Insurance, Claim, Analysis, Underwriting, Team Building, Business Process..., Vendor Management, Marketing Communications, Management
Education
University of Vermont 1995 — 1997
BA, English
Stonehill College 1993 — 1995
Fidelity Investments August 2015 - Present
Liberty Mutual Insurance October 2014 - August 2015
Liberty Mutual Insurance May 2013 - October 2014
Liberty Mutual May 2003 - May 2013
Bottomline Technologies January 1999 - April 2003
Fidelity Investments June 1997 - October 1998
Skills
Property & Casualty..., Process Improvement, Insurance, Call Center, Call Centers, Customer Satisfaction, Business Analysis, Training, General Insurance, Claim, Analysis, Underwriting, Team Building, Business Process..., Vendor Management, Marketing Communications, Management
Education
University of Vermont 1995 — 1997
BA, English
Stonehill College 1993 — 1995
Michael Kernan Michael Kernan's Fidelity Investments Experience March 2012 - January 2014
Job Analyst
Industry Real Estate
Experience
RAIT Financial Trust January 2014 - Present
Fidelity Investments March 2012 - January 2014
Public Consulting Group July 2011 - March 2012
RAIT Financial Trust 2010 - 2010
Skills
Mutual Funds, Financial Analysis, Financial Markets, Fixed Income, Financial Services, Commercial Real Estate, Microsoft Excel, Leadership
Education
Stonehill College 2007 — 2011
BSBA, Finance
Shawnee High School 2003 — 2007
RAIT Financial Trust January 2014 - Present
Fidelity Investments March 2012 - January 2014
Public Consulting Group July 2011 - March 2012
RAIT Financial Trust 2010 - 2010
Skills
Mutual Funds, Financial Analysis, Financial Markets, Fixed Income, Financial Services, Commercial Real Estate, Microsoft Excel, Leadership
Education
Stonehill College 2007 — 2011
BSBA, Finance
Shawnee High School 2003 — 2007
Diana Harte Diana Harte's Fidelity Investments Experience June 2006 - October 2011
Job Paralegal at Berkshire Group
Industry Computer Networking
Experience
Berkshire Group, L.L.C. February 2015 - Present
Innovantage Group, L.L.C. January 2012 - Present
Microsoft April 2014 - October 2014
PomerleauWood, LLP December 2012 - January 2014
Fidelity Investments June 2006 - October 2011
Skills
SharePoint, Microsoft Excel, PowerPoint, SQL, Legal Research, DB2, Microsoft Word, Access, Java, Westlaw, LexisNexis, Microsoft Publisher, Adobe Acrobat, Project Work, Sybase, Microsoft SQL Server, VSAM, HTML, PHP, JCL, EZTrieve, SAS, SPSS, Assembly Language, JavaScript, C#, C, C++, TSO, Intertest, Fileaid, RapidSQL, IDCAMS, Syncsort, Librarian, Platinum, OmniPlus, Visio, Concur, Case and Point, Case Management, Conservice
Education
Suffolk University - Sawyer School of Management
MBA Candidate
Suffolk University
Applied Legal Studies
University of Massachusetts, Amherst
Electrical Engineering
John D. O'Bryant School of Mathematics and Science
Berkshire Group, L.L.C. February 2015 - Present
Innovantage Group, L.L.C. January 2012 - Present
Microsoft April 2014 - October 2014
PomerleauWood, LLP December 2012 - January 2014
Fidelity Investments June 2006 - October 2011
Skills
SharePoint, Microsoft Excel, PowerPoint, SQL, Legal Research, DB2, Microsoft Word, Access, Java, Westlaw, LexisNexis, Microsoft Publisher, Adobe Acrobat, Project Work, Sybase, Microsoft SQL Server, VSAM, HTML, PHP, JCL, EZTrieve, SAS, SPSS, Assembly Language, JavaScript, C#, C, C++, TSO, Intertest, Fileaid, RapidSQL, IDCAMS, Syncsort, Librarian, Platinum, OmniPlus, Visio, Concur, Case and Point, Case Management, Conservice
Education
Suffolk University - Sawyer School of Management
MBA Candidate
Suffolk University
Applied Legal Studies
University of Massachusetts, Amherst
Electrical Engineering
John D. O'Bryant School of Mathematics and Science
Kelsey Napolione Kelsey Napolione's Fidelity Investments Experience May 2014 - Present
Job Leap Associate at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - May 2014
Skills
Java, HTML, CSS, Microsoft Word, Visual Studio, Leadership
Education
Stonehill College 2010 — 2014
Computer Science, Senior
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - May 2014
Skills
Java, HTML, CSS, Microsoft Word, Visual Studio, Leadership
Education
Stonehill College 2010 — 2014
Computer Science, Senior
Rodel Catahan Rodel Catahan's Fidelity Investments Experience May 2014 - Present
Job Registered Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Colonial National Mortgage, a division of Colonial Savings, F.A. December 2013 - May 2014
United Texas Bank May 2012 - October 2013
American Home Mortgage Servicing REO Performance Team February 2009 - May 2012
Saxon Home Mortgage and Bank of America 2004 - 2009
Skills
Mortgage Lending, Real Estate, Asset Managment, Project Management, Loans, FHA, Mortgage Banking, Foreclosures, Loss Mitigation, Sellers, Credit, Banking, Asset Management, Refinance, Underwriting, Portfolio Management, Investment Properties, Loan Origination, REO, Property
Education
Old Dominion University - College of Business and Public Administration
Bachelor's of Science in Business Management
Fidelity Investments May 2014 - Present
Colonial National Mortgage, a division of Colonial Savings, F.A. December 2013 - May 2014
United Texas Bank May 2012 - October 2013
American Home Mortgage Servicing REO Performance Team February 2009 - May 2012
Saxon Home Mortgage and Bank of America 2004 - 2009
Skills
Mortgage Lending, Real Estate, Asset Managment, Project Management, Loans, FHA, Mortgage Banking, Foreclosures, Loss Mitigation, Sellers, Credit, Banking, Asset Management, Refinance, Underwriting, Portfolio Management, Investment Properties, Loan Origination, REO, Property
Education
Old Dominion University - College of Business and Public Administration
Bachelor's of Science in Business Management
Rebecca Hammond Rebecca Hammond's Fidelity Investments Experience March 2009 - January 2015
Job Performance Consultant Learning & Development Professional Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2009 - January 2015
Fidelity Investments April 2006 - March 2009
Skills
Performance Consulting, Leadership Development, Performance Management, Training, Coaching, Performance Improvement, Career Development, ADDIE, Financial Services, Instructional Design, Leadership, Mutual Funds, Needs Analysis, Relationship Management
Education
Stonehill College 1995 — 1999
Bachelors, Psychology
Fidelity Investments March 2009 - January 2015
Fidelity Investments April 2006 - March 2009
Skills
Performance Consulting, Leadership Development, Performance Management, Training, Coaching, Performance Improvement, Career Development, ADDIE, Financial Services, Instructional Design, Leadership, Mutual Funds, Needs Analysis, Relationship Management
Education
Stonehill College 1995 — 1999
Bachelors, Psychology
Brianne Foushee Brianne Foushee's Fidelity Investments Experience September 2008 - March 2009
Job Owner/Marketing Consultant
Industry Marketing and Advertising
Experience
Self-employed March 2010 - Present
SanStone Health and Rehab March 2009 - October 2011
Fidelity Investments September 2008 - March 2009
Education
Wake Technical Community College 2012 — 2014
Strayer University-North Carolina 2009 — 2010
Business, Management, Marketing, and Related Support Services
University of Phoenix-North Carolina Campus 2006 — 2008
Business, Management, Marketing, and Related Support Services
Lee Senior High
Self-employed March 2010 - Present
SanStone Health and Rehab March 2009 - October 2011
Fidelity Investments September 2008 - March 2009
Education
Wake Technical Community College 2012 — 2014
Strayer University-North Carolina 2009 — 2010
Business, Management, Marketing, and Related Support Services
University of Phoenix-North Carolina Campus 2006 — 2008
Business, Management, Marketing, and Related Support Services
Lee Senior High
Eric Miller - CPA, CGMA, CFP(tm), CAMS Eric Miller - CPA, CGMA, CFP(tm), CAMS's Fidelity Investments Experience 1982 - 1994
Job Equity Based Insurance Products
Industry Financial Services
Experience
Advantage Insurance January 2015 - Present
Globalogix, Inc. 2006 - Present
Edinboro University of Pennsylvania 2009 - Present
Globalogix, Inc. December 2013 - December 2014
Professional Risk Management Services, Inc. March 2013 - November 2013
Erie Insurance Group 2006 - January 2013
Highpoint Partners 2001 - 2006
CAST Management Consultants 1997 - 2001
Protective Life 1994 - 1995
Fidelity Investments 1982 - 1994
Skills
Anti Money Laundering, Equity Based Insurance..., Variable Annuities, Insurance, Business Analysis, Agile Methodologies, Outsourcing, Process Improvement, Fixed Annuities, IT Strategy, IT Management, Program Management, Strategic Planning, Management, Business Strategy, Call Centers, Call Center, Variable Life, Project Portfolio..., Property & Casualty..., HP Application..., Change Management, Regulatory Filings -..., Project Management, Vendor Management, SDLC, Leadership, Risk Management
Education
Suffolk University 1979 — 1981
MBA, Finance
University of Massachusetts Dartmouth 1975 — 1978
BS, Accounting
Advantage Insurance January 2015 - Present
Globalogix, Inc. 2006 - Present
Edinboro University of Pennsylvania 2009 - Present
Globalogix, Inc. December 2013 - December 2014
Professional Risk Management Services, Inc. March 2013 - November 2013
Erie Insurance Group 2006 - January 2013
Highpoint Partners 2001 - 2006
CAST Management Consultants 1997 - 2001
Protective Life 1994 - 1995
Fidelity Investments 1982 - 1994
Skills
Anti Money Laundering, Equity Based Insurance..., Variable Annuities, Insurance, Business Analysis, Agile Methodologies, Outsourcing, Process Improvement, Fixed Annuities, IT Strategy, IT Management, Program Management, Strategic Planning, Management, Business Strategy, Call Centers, Call Center, Variable Life, Project Portfolio..., Property & Casualty..., HP Application..., Change Management, Regulatory Filings -..., Project Management, Vendor Management, SDLC, Leadership, Risk Management
Education
Suffolk University 1979 — 1981
MBA, Finance
University of Massachusetts Dartmouth 1975 — 1978
BS, Accounting
Tim Quill Tim Quill's Fidelity Investments Experience March 2007 - December 2008
Job Vice President at Rockland Trust Financial Services
Industry Financial Services
Experience
Rockland Trust Financial Services April 2009 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments July 2004 - March 2007
Fidelity Investments October 1998 - July 2004
John Hancock 1996 - 1998
Skills
Investments, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Portfolio Management, Variable Annuities, Fixed Annuities, Equities, Fixed Income, 401k, CRM, Financial Services, Investment Management, Securities, Sales, Strategic Financial..., Insurance, Pensions, Financial Planning
Education
Stonehill College 1988 — 1992
Coyle & Cassidy HS 1984 — 1988
Rockland Trust Financial Services April 2009 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments July 2004 - March 2007
Fidelity Investments October 1998 - July 2004
John Hancock 1996 - 1998
Skills
Investments, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Portfolio Management, Variable Annuities, Fixed Annuities, Equities, Fixed Income, 401k, CRM, Financial Services, Investment Management, Securities, Sales, Strategic Financial..., Insurance, Pensions, Financial Planning
Education
Stonehill College 1988 — 1992
Coyle & Cassidy HS 1984 — 1988
Ayse McCarthy Ayse McCarthy's Fidelity Investments Experience August 2006 - August 2012
Job Vice President, Strategic Marketing at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. February 2014 - Present
Sovereign Bank / Santander August 2012 - January 2014
Fidelity Investments August 2006 - August 2012
Girl Talk Theatre September 2007 - December 2008
Citizens Bank January 2005 - November 2005
Bank of America/Fleet June 2000 - December 2004
Scudder Kemper Investments August 1999 - June 2000
McCarthy & Associates July 1996 - August 1999
W.E. Donoghue & Co. 1993 - 1994
SunTrust Bank 1992 - 1993
Skills
Product Management, Integrated Marketing, Direct Marketing, Marketing Strategy, Market Research, Social Media Marketing, Strategy, Event Planning, CRM, Marketing, Marketing Communications, Market Planning, Leadership, Business Development, Advertising, Management, Segmentation, Sales, Vendor Management, Direct Mail, Strategic Planning, Team Management, Program Management, Lead Generation, Budgets, Analytics, Customer Retention, Competitive Analysis, Product Marketing, Database Marketing, Digital Marketing, Multi-channel Marketing, Email Marketing, Online Marketing
Education
Suffolk University 1990 — 1991
MBA, Marketing
University of Vermont
B.S., Marketing
Santander Bank, N.A. February 2014 - Present
Sovereign Bank / Santander August 2012 - January 2014
Fidelity Investments August 2006 - August 2012
Girl Talk Theatre September 2007 - December 2008
Citizens Bank January 2005 - November 2005
Bank of America/Fleet June 2000 - December 2004
Scudder Kemper Investments August 1999 - June 2000
McCarthy & Associates July 1996 - August 1999
W.E. Donoghue & Co. 1993 - 1994
SunTrust Bank 1992 - 1993
Skills
Product Management, Integrated Marketing, Direct Marketing, Marketing Strategy, Market Research, Social Media Marketing, Strategy, Event Planning, CRM, Marketing, Marketing Communications, Market Planning, Leadership, Business Development, Advertising, Management, Segmentation, Sales, Vendor Management, Direct Mail, Strategic Planning, Team Management, Program Management, Lead Generation, Budgets, Analytics, Customer Retention, Competitive Analysis, Product Marketing, Database Marketing, Digital Marketing, Multi-channel Marketing, Email Marketing, Online Marketing
Education
Suffolk University 1990 — 1991
MBA, Marketing
University of Vermont
B.S., Marketing
Ryan Morse Ryan Morse's Fidelity Investments Experience October 2014 - Present
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments March 2012 - October 2014
COMMONWEALTH FINANCIAL NETWORK November 2011 - January 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH January 2006 - November 2011
A.G. EDWARDS & SONS September 2004 - January 2006
Skills
Management, CRM, Call Centers, Securities, Wealth Management..., Investments, Brokerage, Finance, Financial Advisory, Equities, Banking, Series 7, Mutual Funds, Financial Services
Education
Stonehill College
B.S.B.A. Bachelors of Science, Business Administration
Fidelity Investments October 2014 - Present
Fidelity Investments March 2012 - October 2014
COMMONWEALTH FINANCIAL NETWORK November 2011 - January 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH January 2006 - November 2011
A.G. EDWARDS & SONS September 2004 - January 2006
Skills
Management, CRM, Call Centers, Securities, Wealth Management..., Investments, Brokerage, Finance, Financial Advisory, Equities, Banking, Series 7, Mutual Funds, Financial Services
Education
Stonehill College
B.S.B.A. Bachelors of Science, Business Administration
Tenayia Rouson Tenayia Rouson's Fidelity Investments Experience November 2010 - January 2012
Job Human Resources Retirement Specialist II
Industry Human Resources
Experience
Providence Health & Services January 2013 - Present
Volt Workforce Solutions April 2012 - December 2013
Fidelity Investments November 2010 - January 2012
Skills
Talent Acquisition, Internet Recruiting, Applicant Tracking..., Screening, Sourcing, Taleo, Strategic Sourcing, Executive Search, Technical Recruiting, Onboarding, Benefits Negotiation, Screening Resumes, College Recruiting, Contract Recruitment, Employer Branding, Temporary Placement
Education
Strayer University-North Carolina 2009 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.5
St. Augustine's College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Providence Health & Services January 2013 - Present
Volt Workforce Solutions April 2012 - December 2013
Fidelity Investments November 2010 - January 2012
Skills
Talent Acquisition, Internet Recruiting, Applicant Tracking..., Screening, Sourcing, Taleo, Strategic Sourcing, Executive Search, Technical Recruiting, Onboarding, Benefits Negotiation, Screening Resumes, College Recruiting, Contract Recruitment, Employer Branding, Temporary Placement
Education
Strayer University-North Carolina 2009 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.5
St. Augustine's College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Deborah Cecere Deborah Cecere's Fidelity Investments Experience 1996 - 1999
Job Marketing at Arthrex
Industry Management Consulting
Experience
Arthrex October 2013 - Present
T1D Exchange November 2012 - July 2013
Physician Led Access Network (PLAN) of Collier County September 2009 - August 2012
Iacocca Foundation May 2004 - July 2008
Parties to Treasure March 1999 - April 2004
Fidelity Investments 1996 - 1999
ABB 1992 - 1996
Skills
Fundraising, Non-profits, Event Planning, Strategic Planning, Team Building, Marketing Strategy, Social Media, Coaching, Negotiation, Public Speaking, Organizational..., Contract Negotiation, Customer Service, Nonprofits, Small Business, Human Resources, Management, New Business Development, Project Management, Leadership Development, Healthcare, Marketing, Strategy, Entrepreneurship, Event Management
Education
Suffolk University
BSBA
Suffolk University - Sawyer School of Management
BSBA
Arthrex October 2013 - Present
T1D Exchange November 2012 - July 2013
Physician Led Access Network (PLAN) of Collier County September 2009 - August 2012
Iacocca Foundation May 2004 - July 2008
Parties to Treasure March 1999 - April 2004
Fidelity Investments 1996 - 1999
ABB 1992 - 1996
Skills
Fundraising, Non-profits, Event Planning, Strategic Planning, Team Building, Marketing Strategy, Social Media, Coaching, Negotiation, Public Speaking, Organizational..., Contract Negotiation, Customer Service, Nonprofits, Small Business, Human Resources, Management, New Business Development, Project Management, Leadership Development, Healthcare, Marketing, Strategy, Entrepreneurship, Event Management
Education
Suffolk University
BSBA
Suffolk University - Sawyer School of Management
BSBA
Megan Deschenes Megan Deschenes's Fidelity Investments Experience May 2008 - August 2008
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street June 2011 - Present
Boston Scientific August 2010 - December 2010
US Securities and Exchange Commission June 2010 - August 2010
Law Offices of James S. Aven January 2010 - August 2010
Worcester Public Schools August 2004 - January 2010
Fidelity Investments May 2008 - August 2008
Congressman James McGovern May 2008 - August 2008
Campaign for Deval Patrick/ Tim Murray for Governor/Lt. Governor June 2006 - November 2006
Education
Stonehill College 2007 — 2011
Economics
State Street June 2011 - Present
Boston Scientific August 2010 - December 2010
US Securities and Exchange Commission June 2010 - August 2010
Law Offices of James S. Aven January 2010 - August 2010
Worcester Public Schools August 2004 - January 2010
Fidelity Investments May 2008 - August 2008
Congressman James McGovern May 2008 - August 2008
Campaign for Deval Patrick/ Tim Murray for Governor/Lt. Governor June 2006 - November 2006
Education
Stonehill College 2007 — 2011
Economics
Scott Donnelly Scott Donnelly's Fidelity Investments Experience May 1998 - October 2000
Job Deputy Head of Permanent Control North America at BNP Paribas Investment Partners
Industry Financial Services
Experience
BNP Paribas Investment Partners November 2013 - Present
BNP Paribas December 2011 - November 2013
FundQuest May 2005 - December 2011
U.S. Wealth Management October 2000 - May 2005
Fidelity Investments May 1998 - October 2000
Natixis September 1993 - April 1998
Boston Financial Data Services November 1992 - September 1993
Skills
Mutual Funds, Securities, Series 7, Equities, Wealth Management, Series 63, Derivatives, Compliance, Asset Management, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Asset Allocation, FINRA, Financial Services, Investment Management, Investments, Series 24, Bloomberg
Education
Stonehill College 1988 — 1992
BA, Political Science / Criminal Justice
BNP Paribas Investment Partners November 2013 - Present
BNP Paribas December 2011 - November 2013
FundQuest May 2005 - December 2011
U.S. Wealth Management October 2000 - May 2005
Fidelity Investments May 1998 - October 2000
Natixis September 1993 - April 1998
Boston Financial Data Services November 1992 - September 1993
Skills
Mutual Funds, Securities, Series 7, Equities, Wealth Management, Series 63, Derivatives, Compliance, Asset Management, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Asset Allocation, FINRA, Financial Services, Investment Management, Investments, Series 24, Bloomberg
Education
Stonehill College 1988 — 1992
BA, Political Science / Criminal Justice
Potwin, Steven Potwin, Steven's Fidelity Investments Experience 2003 - 2006
Job Investment Services at Santander Investment
Industry Investment Management
Experience
Santander Investment August 2012 - Present
Morgan Stanley Wealth Management November 2006 - September 2011
Fidelity Investments 2003 - 2006
Skills
Mutual Funds, Series 63, Series 7, Investments, Retirement, Asset Management, Equities, Finance, Financial Planning, Financial Services, Fixed Income, Portfolio Management, Retirement Planning, Securities, Wealth Management
Education
Stonehill College 1999 — 2003
Santander Investment August 2012 - Present
Morgan Stanley Wealth Management November 2006 - September 2011
Fidelity Investments 2003 - 2006
Skills
Mutual Funds, Series 63, Series 7, Investments, Retirement, Asset Management, Equities, Finance, Financial Planning, Financial Services, Fixed Income, Portfolio Management, Retirement Planning, Securities, Wealth Management
Education
Stonehill College 1999 — 2003
Adam Eugene's Fidelity Investments Experience January 2015 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - January 2015
Fidelity Investments January 2014 - May 2014
Bowdoin College October 2012 - December 2013
Scarborough and Brunswick School Districts December 2011 - October 2012
ManpowerGroup January 2012 - September 2012
Riverview Foundation January 2010 - December 2011
Skills
Fundraising, Nonprofits, Budgets, Project Planning, Teaching, Finance, Research, Microsoft Office, PowerPoint, Public Speaking, Financial Analysis, Microsoft Word
Education
Suffolk University 2014 — 2016
Certificate in Financial Planning, Finance, General
University of Southern Maine 2003 — 2009
Bachelor of Science (B.S.), Economics
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - January 2015
Fidelity Investments January 2014 - May 2014
Bowdoin College October 2012 - December 2013
Scarborough and Brunswick School Districts December 2011 - October 2012
ManpowerGroup January 2012 - September 2012
Riverview Foundation January 2010 - December 2011
Skills
Fundraising, Nonprofits, Budgets, Project Planning, Teaching, Finance, Research, Microsoft Office, PowerPoint, Public Speaking, Financial Analysis, Microsoft Word
Education
Suffolk University 2014 — 2016
Certificate in Financial Planning, Finance, General
University of Southern Maine 2003 — 2009
Bachelor of Science (B.S.), Economics
Matthew T. McCabe Matthew T. McCabe's Fidelity Investments Experience April 2004 - December 2004
Job Vice President, Executive Relationship Manager who Drives Strategic and Operational Excellence | Service Excellence
Industry Financial Services
Experience
John Hancock Retirement Plan Services September 2009 - Present
New York Life Retirement Plan Services September 2007 - September 2009
New York Life Retirement Plan Services August 2005 - September 2007
Veritude April 2005 - July 2005
Fidelity Investments April 2004 - December 2004
Fidelity Investments October 2003 - March 2004
Fidelity Investments January 2003 - September 2003
Fidelity Investments July 2001 - December 2002
Fidelity Investments, Hong Kong January 2000 - June 2001
Fidelity Investments July 1999 - December 1999
Skills
Building Relationships, Sales, Negotiation, Cross Selling, C-Suite Experience, Cross-functional Team..., Strategic Planning, International Ex-patriot, International Project..., Budgets, Customer Service, Research, Public Speaking, International, Asset Allocation, Employee Benefits
Education
Suffolk University - Sawyer School of Management 1997 — 1999
Master of Business Administration (MBA), International Business
Stonehill College 1987 — 1991
Bachelor of Arts (BA), Major: Sociology Minor: Business Administration
John Hancock Retirement Plan Services September 2009 - Present
New York Life Retirement Plan Services September 2007 - September 2009
New York Life Retirement Plan Services August 2005 - September 2007
Veritude April 2005 - July 2005
Fidelity Investments April 2004 - December 2004
Fidelity Investments October 2003 - March 2004
Fidelity Investments January 2003 - September 2003
Fidelity Investments July 2001 - December 2002
Fidelity Investments, Hong Kong January 2000 - June 2001
Fidelity Investments July 1999 - December 1999
Skills
Building Relationships, Sales, Negotiation, Cross Selling, C-Suite Experience, Cross-functional Team..., Strategic Planning, International Ex-patriot, International Project..., Budgets, Customer Service, Research, Public Speaking, International, Asset Allocation, Employee Benefits
Education
Suffolk University - Sawyer School of Management 1997 — 1999
Master of Business Administration (MBA), International Business
Stonehill College 1987 — 1991
Bachelor of Arts (BA), Major: Sociology Minor: Business Administration
Jamice R. Harris, MBA Jamice R. Harris, MBA's Fidelity Investments Experience September 2004 - October 2008
Job President at Elite Professional Management, LLC
Industry Human Resources
Experience
ABB August 2011 - Present
Elite Professional Management, LLC June 2009 - Present
West Corporation March 2011 - December 2011
Macy's April 2010 - June 2011
Cisco Systems October 2008 - March 2010
Fidelity Investments September 2004 - October 2008
Education
Walden University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
Strayer University-North Carolina 2006 — 2008
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, 3.68
Pacesetter 2011
ABB August 2011 - Present
Elite Professional Management, LLC June 2009 - Present
West Corporation March 2011 - December 2011
Macy's April 2010 - June 2011
Cisco Systems October 2008 - March 2010
Fidelity Investments September 2004 - October 2008
Education
Walden University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
Strayer University-North Carolina 2006 — 2008
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, 3.68
Pacesetter 2011
Patricia Kelliher Patricia Kelliher's Fidelity Investments Experience September 2003 - December 2004
Job Audit Senior Manager at State Street Bank and Trust
Industry Financial Services
Experience
State Street June 2015 - Present
State Street Bank and Trust January 2005 - Present
Fidelity Investments September 2003 - December 2004
Fidelity Investments August 1999 - September 2003
Skills
Internal Audit, Risk Assessment, Internal Controls, Alternative Investments, Hedge Funds, Private Equity, Real Estate Private..., AML, COSO
Education
Stonehill College 1995 — 1999
Bachelor of Science (BS), Finance, General
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
State Street June 2015 - Present
State Street Bank and Trust January 2005 - Present
Fidelity Investments September 2003 - December 2004
Fidelity Investments August 1999 - September 2003
Skills
Internal Audit, Risk Assessment, Internal Controls, Alternative Investments, Hedge Funds, Private Equity, Real Estate Private..., AML, COSO
Education
Stonehill College 1995 — 1999
Bachelor of Science (BS), Finance, General
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
Rene Graham Rene Graham's Fidelity Investments Experience August 2002 - December 2009
Job Billing and Collections Specialist at Biologics, Inc.
Industry Investment Management
Experience
Biologics, Inc. March 2012 - Present
Wells Fargo 2011 - 2012
Fidelity Investments August 2002 - December 2009
IBM 1998 - 2002
Duracell 1989 - 1998
Education
Strayer University 2002 — 2004
MBA, Human Resource Management
Wake Technical Community College
Biologics, Inc. March 2012 - Present
Wells Fargo 2011 - 2012
Fidelity Investments August 2002 - December 2009
IBM 1998 - 2002
Duracell 1989 - 1998
Education
Strayer University 2002 — 2004
MBA, Human Resource Management
Wake Technical Community College
Bob McElroy Bob McElroy's Fidelity Investments Experience December 1981 - July 1988
Job Call Center Systems & Operations Consultant
Industry Management Consulting
Experience
Com Partners April 2008 - Present
Avaya Communications January 2005 - April 2008
Braun Consulting June 2003 - January 2005
Compartners October 1990 - December 2004
eLoyalty Corp May 1999 - July 2001
Deloitte & Touche March 1997 - May 1999
Boston Financial Data Services July 1988 - September 1990
Fidelity Investments December 1981 - July 1988
Skills
IVR, Call Centers, Contact Centers, CTI, Telecommunications, Call Center, ACD, VoIP, RFP, Process Improvement, Business Process..., Avaya, CRM, Customer Experience, Cloud Computing, Consulting, Executive Management, Integration, Professional Services, Service Delivery, Project Portfolio..., Workforce Management, SaaS, Managed Services, Training, SIP, Telephony, Unified Communications, Business Process, Leadership, Networking, Vendor Management, Outsourcing, Strategy, Avaya Technologies, Program Management, Management
Education
Stony Brook University 1968 — 1972
BA, Liberal Arts
Com Partners April 2008 - Present
Avaya Communications January 2005 - April 2008
Braun Consulting June 2003 - January 2005
Compartners October 1990 - December 2004
eLoyalty Corp May 1999 - July 2001
Deloitte & Touche March 1997 - May 1999
Boston Financial Data Services July 1988 - September 1990
Fidelity Investments December 1981 - July 1988
Skills
IVR, Call Centers, Contact Centers, CTI, Telecommunications, Call Center, ACD, VoIP, RFP, Process Improvement, Business Process..., Avaya, CRM, Customer Experience, Cloud Computing, Consulting, Executive Management, Integration, Professional Services, Service Delivery, Project Portfolio..., Workforce Management, SaaS, Managed Services, Training, SIP, Telephony, Unified Communications, Business Process, Leadership, Networking, Vendor Management, Outsourcing, Strategy, Avaya Technologies, Program Management, Management
Education
Stony Brook University 1968 — 1972
BA, Liberal Arts
John Oleon John Oleon's Fidelity Investments Experience November 2007 - Present
Job VP Head of International Operations Fidelity
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Rod Acosta Rod Acosta's Fidelity Investments Experience June 2015 - Present
Job Branch Service Manager
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Martial Sciences Inc. DBA OTK Martial Arts October 2010 - Present
Fidelity Investments June 2012 - June 2015
Fidelity Investments September 2008 - May 2012
Fidelity Investments 2008 - 2008
Staples January 2003 - June 2006
Skills
Spanish
Education
Stony Brook University 2001 — 2005
Bachelor of Science (BS), Business Administration, Management and Operations, 3.2
Insurance Licensed (NY, NJ, CT, FL)
Series 7 and 66
Fidelity Investments June 2015 - Present
Martial Sciences Inc. DBA OTK Martial Arts October 2010 - Present
Fidelity Investments June 2012 - June 2015
Fidelity Investments September 2008 - May 2012
Fidelity Investments 2008 - 2008
Staples January 2003 - June 2006
Skills
Spanish
Education
Stony Brook University 2001 — 2005
Bachelor of Science (BS), Business Administration, Management and Operations, 3.2
Insurance Licensed (NY, NJ, CT, FL)
Series 7 and 66
Mark Greenfield CFP® Mark Greenfield CFP®'s Fidelity Investments Experience
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments
Skills
Personal Financial..., Retirement Planning, CRM, Income Protection
Education
Avon Old Farms
Stonehill College
Fidelity Investments
Skills
Personal Financial..., Retirement Planning, CRM, Income Protection
Education
Avon Old Farms
Stonehill College
Justin Cerra Justin Cerra's Fidelity Investments Experience July 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments June 2012 - July 2013
Medford Summer Fun Program June 2011 - August 2011
US Department of Homeland Security January 2011 - June 2011
Quality Custom Flooring May 2008 - August 2010
Skills
Investments, Equities, Series 63, Bloomberg, PowerPoint, Microsoft Excel
Education
Stonehill College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments July 2013 - Present
Fidelity Investments June 2012 - July 2013
Medford Summer Fun Program June 2011 - August 2011
US Department of Homeland Security January 2011 - June 2011
Quality Custom Flooring May 2008 - August 2010
Skills
Investments, Equities, Series 63, Bloomberg, PowerPoint, Microsoft Excel
Education
Stonehill College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Harishkumar Katagal Harishkumar Katagal's Fidelity Investments Experience September 2011 - July 2014
Job Looking for full time opportunities in software development starting Dec 2015.
Industry Computer Software
Experience
Stony Brook University August 2015 - Present
Stony Brook University August 2014 - Present
Fidelity Investments September 2011 - July 2014
MIndTree October 2009 - November 2009
Skills
C++, Java, JavaScript, C, HTML, SQL, Linux, Microsoft Office, Microsoft Excel, Customer Service, Project Management, Windows, Microsoft Word, PowerPoint, Troubleshooting, Change Management, PL/SQL, Python
Education
Stony Brook University 2014 — 2015
Master's Degree, Computer Engineering, GPA - 3.88/4.0
Gogte Institute of Technology 2007 — 2011
Bachelor of Engineering (BE), Electronics and Communications Engineering
Stony Brook University August 2015 - Present
Stony Brook University August 2014 - Present
Fidelity Investments September 2011 - July 2014
MIndTree October 2009 - November 2009
Skills
C++, Java, JavaScript, C, HTML, SQL, Linux, Microsoft Office, Microsoft Excel, Customer Service, Project Management, Windows, Microsoft Word, PowerPoint, Troubleshooting, Change Management, PL/SQL, Python
Education
Stony Brook University 2014 — 2015
Master's Degree, Computer Engineering, GPA - 3.88/4.0
Gogte Institute of Technology 2007 — 2011
Bachelor of Engineering (BE), Electronics and Communications Engineering
LaTasha Gibbs LaTasha Gibbs's Fidelity Investments Experience March 2005 - April 2011
Job Human Resources Professional
Industry Human Resources
Experience
Duke University Medical Center February 2014 - Present
Randstad at Cisco Systems July 2013 - February 2014
Capstrat January 2013 - May 2013
Duke University & Health System June 2012 - January 2013
Duke University Health System April 2011 - June 2012
Fidelity Investments March 2005 - April 2011
Skills
SAP R/3, HR Consulting, Customer Service, Analysis, Oracle, Editing, Internal Communications, Microsoft Office, PowerPoint, Payroll, Lotus Notes, Employee Relations, Personnel Management, System Administration, Employee Benefits, Insurance, Performance Management, Time Management, Management, Proof, Financial Risk..., Training, Process Improvement, Organization &..., Human Resources, Microsoft Excel, Benefits Administration, Software Documentation, Teamwork, Access, HRIS, Interviews, Deferred Compensation, New Hire Orientations, Onboarding, ADP Payroll, Applicant Tracking..., Recruiting, PeopleSoft, Maintaining Strong..., Payroll Administration, HR Strategy, Prioritization, Customer Relations, Administration, Proofing, Financial Managment, Inside Sales, FMLA, Workforce Planning
Education
Strayer University 2015 — 2018
Master of Business Administration (MBA), Human Resources Management and Services
Strayer University-North Carolina 2008 — 2013
Bachelor of Business Administration (B.B.A.), Human Resource Management
Strayer University-North Carolina 2008 — 2012
Associate of Arts (AA), Business Administration and Management, General
Southern High School 1996 — 2000
Diploma
Duke University Medical Center February 2014 - Present
Randstad at Cisco Systems July 2013 - February 2014
Capstrat January 2013 - May 2013
Duke University & Health System June 2012 - January 2013
Duke University Health System April 2011 - June 2012
Fidelity Investments March 2005 - April 2011
Skills
SAP R/3, HR Consulting, Customer Service, Analysis, Oracle, Editing, Internal Communications, Microsoft Office, PowerPoint, Payroll, Lotus Notes, Employee Relations, Personnel Management, System Administration, Employee Benefits, Insurance, Performance Management, Time Management, Management, Proof, Financial Risk..., Training, Process Improvement, Organization &..., Human Resources, Microsoft Excel, Benefits Administration, Software Documentation, Teamwork, Access, HRIS, Interviews, Deferred Compensation, New Hire Orientations, Onboarding, ADP Payroll, Applicant Tracking..., Recruiting, PeopleSoft, Maintaining Strong..., Payroll Administration, HR Strategy, Prioritization, Customer Relations, Administration, Proofing, Financial Managment, Inside Sales, FMLA, Workforce Planning
Education
Strayer University 2015 — 2018
Master of Business Administration (MBA), Human Resources Management and Services
Strayer University-North Carolina 2008 — 2013
Bachelor of Business Administration (B.B.A.), Human Resource Management
Strayer University-North Carolina 2008 — 2012
Associate of Arts (AA), Business Administration and Management, General
Southern High School 1996 — 2000
Diploma
Kelly Lonergan Kelly Lonergan's Fidelity Investments Experience March 2000 - Present
Job Vice President, PASW Channel Development
Industry Financial Services
Experience
Fidelity Investments March 2000 - Present
Verizon March 1999 - March 2000
Skills
Team Leadership, Marketing Communications, Problem Solving, Project Management, Product Management
Education
Stonehill College 1993 — 1998
Bachelor's degree, Business Administration and Management, General, 3.8
Fidelity Investments March 2000 - Present
Verizon March 1999 - March 2000
Skills
Team Leadership, Marketing Communications, Problem Solving, Project Management, Product Management
Education
Stonehill College 1993 — 1998
Bachelor's degree, Business Administration and Management, General, 3.8
Manish Bajracharya Manish Bajracharya's Fidelity Investments Experience November 2011 - December 2012
Job Graduate Assistant at Towson University
Industry Computer Software
Experience
American Institutes for Research March 2013 - December 2013
Fidelity Investments November 2011 - December 2012
HoTnepal Technology Pvt. Ltd. December 2004 - November 2006
Skills
Java, HTML5, CSS3, JavaScript, jQuery, CreateJS, MySQL, web standards and..., cross-browser..., ActionScript 3.0, XML, PHP, Flash, Flash FDT, Adobe Dreamweaver, Adobe CreateJS Suite, C++, JetBrains WebStorm 6.0, Joomla, SDL Tridion, CSS
Education
Towson University 2014 — 2015
Master's Degree, Computer Software Engineering
Strayer University 2007 — 2014
Bachelor's Degree, Bachelors in Science in Information Systems Concentration in Database Development
American Institutes for Research March 2013 - December 2013
Fidelity Investments November 2011 - December 2012
HoTnepal Technology Pvt. Ltd. December 2004 - November 2006
Skills
Java, HTML5, CSS3, JavaScript, jQuery, CreateJS, MySQL, web standards and..., cross-browser..., ActionScript 3.0, XML, PHP, Flash, Flash FDT, Adobe Dreamweaver, Adobe CreateJS Suite, C++, JetBrains WebStorm 6.0, Joomla, SDL Tridion, CSS
Education
Towson University 2014 — 2015
Master's Degree, Computer Software Engineering
Strayer University 2007 — 2014
Bachelor's Degree, Bachelors in Science in Information Systems Concentration in Database Development
Kevin C. Dowd's Fidelity Investments Experience July 2014 - Present
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
MassMutual Financial Group May 2011 - December 2012
Education
Stonehill College 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
MassMutual Financial Group May 2011 - December 2012
Education
Stonehill College 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration
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
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
Katherine Connelly Katherine Connelly's Fidelity Investments Experience May 2014 - Present
Job Director, Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
State Street September 2000 - May 2014
Skills
Strategy, Business Analysis, Management, Alternative Investments, Fixed Income, Equities, Portfolio Management, Corporate Real Estate, Real Estate
Education
Stonehill College 1996 — 2000
BS, Political Science and History
Fidelity Investments May 2014 - Present
State Street September 2000 - May 2014
Skills
Strategy, Business Analysis, Management, Alternative Investments, Fixed Income, Equities, Portfolio Management, Corporate Real Estate, Real Estate
Education
Stonehill College 1996 — 2000
BS, Political Science and History
Lisa Seery Lisa Seery's Fidelity Investments Experience 2003 - 2006
Job
Industry Financial Services
Experience
Envestnet, Inc February 2015 - Present
Independent 2011 - 2015
Tradewinds Global Investors, LLC (Nuveen) March 2008 - July 2013
NWQ Investments (Nuveen) December 2006 - March 2008
MetWest Capital Management, LLC March 2006 - December 2006
Fidelity Investments 2003 - 2006
Skills
Asset Allocation, Mutual Funds, Equities, Securities, Investment Management, Asset Management, Trading, Investment Strategies, Bonds, Portfolio Management, Microsoft Excel, Alternative Investments, Investment Advisory, Investments, Options, Valuation, Equity Research, Separately Managed..., Bloomberg, Financial Analysis, Hedge Funds, ETFs, Strategic Financial..., Financial Modeling, Financial Services, Financial Planning
Education
Stonehill College 1998 — 2002
Bachelor of Science (BS), Business Administration, Marketing
Envestnet, Inc February 2015 - Present
Independent 2011 - 2015
Tradewinds Global Investors, LLC (Nuveen) March 2008 - July 2013
NWQ Investments (Nuveen) December 2006 - March 2008
MetWest Capital Management, LLC March 2006 - December 2006
Fidelity Investments 2003 - 2006
Skills
Asset Allocation, Mutual Funds, Equities, Securities, Investment Management, Asset Management, Trading, Investment Strategies, Bonds, Portfolio Management, Microsoft Excel, Alternative Investments, Investment Advisory, Investments, Options, Valuation, Equity Research, Separately Managed..., Bloomberg, Financial Analysis, Hedge Funds, ETFs, Strategic Financial..., Financial Modeling, Financial Services, Financial Planning
Education
Stonehill College 1998 — 2002
Bachelor of Science (BS), Business Administration, Marketing
Kristen McWhirter's Fidelity Investments Experience December 2012 - Present
Job FILI New Business Operations Case Manager
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments October 2011 - December 2012
MetLife May 2011 - July 2011
Simmons College December 2010 - May 2011
Skills
Marketing Communications, Social Media, Customer Service, Data Entry, Communication Skills, 401k, Defined Benefit, Defined Contribution
Education
Stonehill College 2007 — 2011
Bachelors, Communication
New Hampton School 2004 — 2007
High School Diploma
Fidelity Investments December 2012 - Present
Fidelity Investments October 2011 - December 2012
MetLife May 2011 - July 2011
Simmons College December 2010 - May 2011
Skills
Marketing Communications, Social Media, Customer Service, Data Entry, Communication Skills, 401k, Defined Benefit, Defined Contribution
Education
Stonehill College 2007 — 2011
Bachelors, Communication
New Hampton School 2004 — 2007
High School Diploma
Aaron St. Pierre Aaron St. Pierre's Fidelity Investments Experience September 1998 - January 2000
Job Aaron St. Pierre Founder at SaintlySolutions
Industry Information Technology and Services
Experience
SaintlySolutions January 2012 - Present
VMware January 2008 - September 2010
The Monitor Group June 2004 - January 2008
The Monitor Group September 2003 - June 2004
LeaseForum September 2002 - February 2004
IowaOne August 2003 - January 2004
Viridien Technologies September 2001 - April 2002
Enthusian May 2001 - September 2001
CMGI January 2000 - September 2001
Fidelity Investments September 1998 - January 2000
Skills
System Administration, Metaphysics, Solaris, Cloud Computing, IT Strategy, Enterprise Software, Security, Linux, Virtualization, Software Development, VMware, Enterprise Architecture, Disaster Recovery, ITIL, Shell Scripting, Network Security, Bash, Perl, Troubleshooting, Networking, Firewalls, LDAP, Data Center, IP, Infrastructure, Cisco Technologies, Unix, Servers, SaaS, DNS, VoIP
Education
Suffolk University 1991 — 1996
B.S., Computer Science
Wareham High School
SaintlySolutions January 2012 - Present
VMware January 2008 - September 2010
The Monitor Group June 2004 - January 2008
The Monitor Group September 2003 - June 2004
LeaseForum September 2002 - February 2004
IowaOne August 2003 - January 2004
Viridien Technologies September 2001 - April 2002
Enthusian May 2001 - September 2001
CMGI January 2000 - September 2001
Fidelity Investments September 1998 - January 2000
Skills
System Administration, Metaphysics, Solaris, Cloud Computing, IT Strategy, Enterprise Software, Security, Linux, Virtualization, Software Development, VMware, Enterprise Architecture, Disaster Recovery, ITIL, Shell Scripting, Network Security, Bash, Perl, Troubleshooting, Networking, Firewalls, LDAP, Data Center, IP, Infrastructure, Cisco Technologies, Unix, Servers, SaaS, DNS, VoIP
Education
Suffolk University 1991 — 1996
B.S., Computer Science
Wareham High School
Laurie Wasta, CEBS Laurie Wasta, CEBS's Fidelity Investments Experience August 2006 - December 2007
Job Benefits & HR Manager at Eliassen Group
Industry Information Technology and Services
Experience
Eliassen Group February 2015 - Present
Eliassen Group March 2013 - January 2015
NonPublic Educational Services, Inc. February 2008 - February 2013
Fidelity Investments August 2006 - December 2007
Skills
Employee Benefits, Benefits Administration, COBRA, FMLA, Leave of Absence..., Flexible Spending..., Project Management, Customer Service, Service Contract Act, HRIS, Employee Relations, Payroll, Human Resources, 401k, Open Enrollment, New Hire Orientations
Education
Stonehill College 2002 — 2006
Bachelor of Arts (BA), Public Administration
Eliassen Group February 2015 - Present
Eliassen Group March 2013 - January 2015
NonPublic Educational Services, Inc. February 2008 - February 2013
Fidelity Investments August 2006 - December 2007
Skills
Employee Benefits, Benefits Administration, COBRA, FMLA, Leave of Absence..., Flexible Spending..., Project Management, Customer Service, Service Contract Act, HRIS, Employee Relations, Payroll, Human Resources, 401k, Open Enrollment, New Hire Orientations
Education
Stonehill College 2002 — 2006
Bachelor of Arts (BA), Public Administration
Melissa Fell, PHR Melissa Fell, PHR's Fidelity Investments Experience 2004 - 2005
Job Director Human Resources at Parametric
Industry Investment Management
Experience
Parametric November 2014 - Present
Parametric January 2012 - November 2014
Eaton Vance 2006 - January 2012
Bisys 2004 - 2006
Fidelity Investments 2004 - 2005
Skills
Employee Relations, Talent Management, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Employee Benefits
Education
Suffolk University 2007 — 2009
Masters Degree, Human Resources
Stonehill College 1999 — 2003
BA, Psychology, Business
Parametric November 2014 - Present
Parametric January 2012 - November 2014
Eaton Vance 2006 - January 2012
Bisys 2004 - 2006
Fidelity Investments 2004 - 2005
Skills
Employee Relations, Talent Management, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Employee Benefits
Education
Suffolk University 2007 — 2009
Masters Degree, Human Resources
Stonehill College 1999 — 2003
BA, Psychology, Business
Caitlin Klezmer Caitlin Klezmer's Fidelity Investments Experience November 2007 - July 2008
Job Human Resources Representative
Industry Real Estate
Experience
Berkshire Group L.L.C. July 2008 - Present
Fidelity Investments November 2007 - July 2008
Eastern Bank April 2006 - January 2007
Santander Bank (formerly Sovereign Bank) January 2005 - February 2006
Stoneham Savings Bank July 2002 - January 2004
Skills
Employee Benefits, Ultipro, Taleo, PeopleSoft, COBRA, Retirement Benefits, Section 125 Plans, Employee Relations, Talent Management, Benefits Administration, Fair Housing, FMLA, Leave of Absence..., New Hire Orientations, Training, Deferred Compensation, Hiring, Payroll, Leave of Absence..., Employment Law, Contract Negotiation, HRIS, Human Resources, Customer Service
Education
Suffolk University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Berkshire Group L.L.C. July 2008 - Present
Fidelity Investments November 2007 - July 2008
Eastern Bank April 2006 - January 2007
Santander Bank (formerly Sovereign Bank) January 2005 - February 2006
Stoneham Savings Bank July 2002 - January 2004
Skills
Employee Benefits, Ultipro, Taleo, PeopleSoft, COBRA, Retirement Benefits, Section 125 Plans, Employee Relations, Talent Management, Benefits Administration, Fair Housing, FMLA, Leave of Absence..., New Hire Orientations, Training, Deferred Compensation, Hiring, Payroll, Leave of Absence..., Employment Law, Contract Negotiation, HRIS, Human Resources, Customer Service
Education
Suffolk University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Robert Mulvey's Fidelity Investments Experience June 2012 - October 2012
Job Service Coordinator Reilly Electrical Contractor, Inc.
Industry Accounting
Experience
Reilly Electrical Contractor, Inc. November 2012 - Present
Fidelity Investments June 2012 - October 2012
The Community Bank June 2011 - September 2011
Ardito, Sweeney, Stusse, Robertson & Dupuy, P.C. May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, AML, Bank Secrecy Act, Due Diligence, Financial Analysis, Financial Modeling, Microsoft Word, Microsoft Office, Accounting, Access, Financial Reporting, QuickBooks, Financial Accounting, Financial Services, Budgets
Education
Stonehill College 2008 — 2012
Accounting
Xaverian Brothers High School 2004 — 2008
Reilly Electrical Contractor, Inc. November 2012 - Present
Fidelity Investments June 2012 - October 2012
The Community Bank June 2011 - September 2011
Ardito, Sweeney, Stusse, Robertson & Dupuy, P.C. May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, AML, Bank Secrecy Act, Due Diligence, Financial Analysis, Financial Modeling, Microsoft Word, Microsoft Office, Accounting, Access, Financial Reporting, QuickBooks, Financial Accounting, Financial Services, Budgets
Education
Stonehill College 2008 — 2012
Accounting
Xaverian Brothers High School 2004 — 2008
Larry Sawyer's Fidelity Investments Experience January 2000 - January 2005
Job Senior UX Designer at PayPal
Industry Information Technology and Services
Experience
PayPal October 2014 - Present
Independent Contractor February 2008 - Present
Healthways January 2013 - August 2014
Arizona Department of Transportation February 2011 - October 2012
New Media Marketing February 2007 - February 2008
Metrotech Advertising February 2006 - February 2007
IBM February 2005 - February 2006
Fidelity Investments January 2000 - January 2005
Genetics Institute April 1998 - January 2000
Avid Technology August 1995 - April 1998
Skills
Web Design, Graphic Design, Wordpress, User Interface Design, Adobe Creative Suite, User Experience, Web Development, SEO, Information Architecture, Online Advertising, Website Development, Photoshop, Interaction Design, Social Media Marketing, Dreamweaver, User Experience Design, CSS, Creative Direction, InDesign, Product Design, Social Media, WordPress, Web Analytics, Flash, Illustrator, Facebook, Email Marketing, HTML 5, User Interface, E-commerce, Mobile Applications, Usability, jQuery, HTML, Usability Testing, Web Applications, Mobile Devices, PHP, JavaScript, Google Analytics, XML, User-centered Design, XHTML, Web 2.0, CMS, Blogging, Integrated Marketing, Web Project Management, Front-end, Content Management
Education
State University of New York at Stony Brook 1993 — 1995
Master's Degree, Management Policy
State University of New York at Stony Brook 1989 — 1993
BA, History
Nashua High School 1986 — 1989
PayPal October 2014 - Present
Independent Contractor February 2008 - Present
Healthways January 2013 - August 2014
Arizona Department of Transportation February 2011 - October 2012
New Media Marketing February 2007 - February 2008
Metrotech Advertising February 2006 - February 2007
IBM February 2005 - February 2006
Fidelity Investments January 2000 - January 2005
Genetics Institute April 1998 - January 2000
Avid Technology August 1995 - April 1998
Skills
Web Design, Graphic Design, Wordpress, User Interface Design, Adobe Creative Suite, User Experience, Web Development, SEO, Information Architecture, Online Advertising, Website Development, Photoshop, Interaction Design, Social Media Marketing, Dreamweaver, User Experience Design, CSS, Creative Direction, InDesign, Product Design, Social Media, WordPress, Web Analytics, Flash, Illustrator, Facebook, Email Marketing, HTML 5, User Interface, E-commerce, Mobile Applications, Usability, jQuery, HTML, Usability Testing, Web Applications, Mobile Devices, PHP, JavaScript, Google Analytics, XML, User-centered Design, XHTML, Web 2.0, CMS, Blogging, Integrated Marketing, Web Project Management, Front-end, Content Management
Education
State University of New York at Stony Brook 1993 — 1995
Master's Degree, Management Policy
State University of New York at Stony Brook 1989 — 1993
BA, History
Nashua High School 1986 — 1989
Chris McPartland's Fidelity Investments Experience May 2008 - September 2008
Job Associate Director of Business Development and Talent Acquisition at Smith Hill Partners
Industry Management Consulting
Experience
Smith Hill Partners June 2013 - Present
Robert Half Technology December 2012 - June 2013
EmbroidMe March 2012 - December 2012
Apple Inc. March 2010 - April 2011
Staples Business Advantage October 2009 - March 2010
Alliance Consulting December 2008 - February 2009
Fidelity Investments May 2008 - September 2008
Fidelity Investments August 2007 - May 2008
Fidelity Investments December 2006 - August 2007
Fidelity Investments December 2005 - December 2006
Skills
Relationship Management, New Business Development, Account Management, Sales, Leadership, Business Development, Retail, Management, Business Strategy, Selling, Sales Management, Sales Operations, Training, Sales Process, Customer Service, Direct Sales, Salesforce.com, Cold Calling, CRM, B2B, Consulting, Interviews, Lead Generation, Time Management, Recruiting, Solution Selling, Customer Retention, Sales Presentations, SaaS, Insurance, Strategic Partnerships, Strategy, Marketing
Education
Saint John's High School
HS Diploma
Suffolk University
Marketing
Smith Hill Partners June 2013 - Present
Robert Half Technology December 2012 - June 2013
EmbroidMe March 2012 - December 2012
Apple Inc. March 2010 - April 2011
Staples Business Advantage October 2009 - March 2010
Alliance Consulting December 2008 - February 2009
Fidelity Investments May 2008 - September 2008
Fidelity Investments August 2007 - May 2008
Fidelity Investments December 2006 - August 2007
Fidelity Investments December 2005 - December 2006
Skills
Relationship Management, New Business Development, Account Management, Sales, Leadership, Business Development, Retail, Management, Business Strategy, Selling, Sales Management, Sales Operations, Training, Sales Process, Customer Service, Direct Sales, Salesforce.com, Cold Calling, CRM, B2B, Consulting, Interviews, Lead Generation, Time Management, Recruiting, Solution Selling, Customer Retention, Sales Presentations, SaaS, Insurance, Strategic Partnerships, Strategy, Marketing
Education
Saint John's High School
HS Diploma
Suffolk University
Marketing
Ed Roach Ed Roach's Fidelity Investments Experience November 2006 - February 2009
Job Project Manager at Mercer
Industry Information Services
Experience
Mercer August 2010 - April 2015
Fidelity Investments November 2006 - February 2009
Fidelity Investments March 2002 - November 2006
Performance Resource Group (PRG) September 1996 - August 2001
Digital Equipment Corporation 1994 - 1996
Digital Equipment Corp 1990 - 1994
Digital Equipment Corporation 1989 - 1990
Education
Suffolk University
Journalism
Mercer August 2010 - April 2015
Fidelity Investments November 2006 - February 2009
Fidelity Investments March 2002 - November 2006
Performance Resource Group (PRG) September 1996 - August 2001
Digital Equipment Corporation 1994 - 1996
Digital Equipment Corp 1990 - 1994
Digital Equipment Corporation 1989 - 1990
Education
Suffolk University
Journalism
Bob Leahy Bob Leahy's Fidelity Investments Experience February 1995 - November 1999
Job
Industry Financial Services
Experience
Citisoft 2008 - Present
Charles River Development November 2005 - March 2008
Charles River Development February 2003 - November 2005
Modis, Inc. January 2001 - February 2003
Sungard Decalog January 1999 - December 2001
Fidelity Investments February 1995 - November 1999
Belvedere Financial Systems 1992 - 1995
Money Management Systems 1979 - 1988
Skills
Business Development, SDLC, Professional Services, Business Analysis, Order Management, CRM, Strategic Planning, Integration, Management, Team Building, Financial Services, Business Process..., Management Consulting, Consulting, IT Strategy, Asset Management, Equities, Fixed Income
Education
Suffolk University 1976 — 1980
Bachelor of Science
Citisoft 2008 - Present
Charles River Development November 2005 - March 2008
Charles River Development February 2003 - November 2005
Modis, Inc. January 2001 - February 2003
Sungard Decalog January 1999 - December 2001
Fidelity Investments February 1995 - November 1999
Belvedere Financial Systems 1992 - 1995
Money Management Systems 1979 - 1988
Skills
Business Development, SDLC, Professional Services, Business Analysis, Order Management, CRM, Strategic Planning, Integration, Management, Team Building, Financial Services, Business Process..., Management Consulting, Consulting, IT Strategy, Asset Management, Equities, Fixed Income
Education
Suffolk University 1976 — 1980
Bachelor of Science
Kyle P. Kane's Fidelity Investments Experience October 2012 - August 2014
Job Vice President HR, Global Operations at Diebold
Industry Financial Services
Experience
Diebold September 2014 - Present
Fidelity Investments October 2012 - August 2014
Fidelity Investments 2012 - September 2012
HR Access Solutions (a Fidelity Company) 2009 - 2012
Fidelity Investments 2008 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments 1996 - 2000
EDP Contract Services 1994 - 1996
Skills
Strategic Human..., Global Human Resources..., Building Strong..., Employee Relations, Training and Development, Performance Management, Human Resources, Strategy, Organizational Design, Talent Management, Succession Planning, Employee Benefits, Change Management, Outsourcing, Leadership Development
Education
Stonehill College 1990 — 1994
Bachelor's degree, Marketing/CIS
Select Fidelity Internal Development Programs
Diebold September 2014 - Present
Fidelity Investments October 2012 - August 2014
Fidelity Investments 2012 - September 2012
HR Access Solutions (a Fidelity Company) 2009 - 2012
Fidelity Investments 2008 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments 1996 - 2000
EDP Contract Services 1994 - 1996
Skills
Strategic Human..., Global Human Resources..., Building Strong..., Employee Relations, Training and Development, Performance Management, Human Resources, Strategy, Organizational Design, Talent Management, Succession Planning, Employee Benefits, Change Management, Outsourcing, Leadership Development
Education
Stonehill College 1990 — 1994
Bachelor's degree, Marketing/CIS
Select Fidelity Internal Development Programs
Michael Gearty's Fidelity Investments Experience 1996 - 1999
Job Business Intelligence Leader
Industry Information Technology and Services
Experience
BNY Mellon September 2006 - Present
Sun Life Financial March 2005 - September 2006
Softrax January 1999 - February 2005
Fidelity Investments 1996 - 1999
Skills
Business Requirements, Business Analysis, SQL, Business Intelligence, Business Objects, Data Analysis, Data Modeling, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Agile Methodologies, Enterprise Software, Integration, Project Management, Requirements Gathering, Software Project...
Education
Stonehill College 1991 — 1995
BS, Accounting CIS
Concord Carlisle HS 1988 — 1991
BNY Mellon September 2006 - Present
Sun Life Financial March 2005 - September 2006
Softrax January 1999 - February 2005
Fidelity Investments 1996 - 1999
Skills
Business Requirements, Business Analysis, SQL, Business Intelligence, Business Objects, Data Analysis, Data Modeling, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Agile Methodologies, Enterprise Software, Integration, Project Management, Requirements Gathering, Software Project...
Education
Stonehill College 1991 — 1995
BS, Accounting CIS
Concord Carlisle HS 1988 — 1991
Rachel Tomblin's Fidelity Investments Experience August 2011 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
UBS July 2008 - July 2011
Vanguard September 2004 - July 2008
Mitchell & Company February 2002 - April 2004
Skills
Retirement, Finance, Investments, Insurance, Mutual Funds, Financial Services, Financial Planning, Portfolio Management, Wealth Management, Customer Service
Education
Strayer University 2004 — 2005
MBA, Management
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Pschology/Sociology
Fidelity Investments August 2011 - Present
UBS July 2008 - July 2011
Vanguard September 2004 - July 2008
Mitchell & Company February 2002 - April 2004
Skills
Retirement, Finance, Investments, Insurance, Mutual Funds, Financial Services, Financial Planning, Portfolio Management, Wealth Management, Customer Service
Education
Strayer University 2004 — 2005
MBA, Management
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Pschology/Sociology
Jennifer Picciano's Fidelity Investments Experience 2000 - 2006
Job IT Project Leader at Cenveo
Industry Publishing
Experience
Cenveo 2008 - Present
Alliance Bernstein 2006 - 2008
Fidelity Investments 2000 - 2006
Skills
Visio, Vendor Management, Strategic Planning, Software Project..., SharePoint, Sarbanes-Oxley Act, SDLC, Requirements Analysis, Project Management, Process Improvement, Microsoft SQL Server, Leadership, Integration, IT Management, Financial Analysis, Disaster Recovery, CRM, Business Intelligence, Business Analysis, Active Directory, Change Management, Business Process..., Account Management
Education
Stonehill College 1996 — 2000
Cenveo 2008 - Present
Alliance Bernstein 2006 - 2008
Fidelity Investments 2000 - 2006
Skills
Visio, Vendor Management, Strategic Planning, Software Project..., SharePoint, Sarbanes-Oxley Act, SDLC, Requirements Analysis, Project Management, Process Improvement, Microsoft SQL Server, Leadership, Integration, IT Management, Financial Analysis, Disaster Recovery, CRM, Business Intelligence, Business Analysis, Active Directory, Change Management, Business Process..., Account Management
Education
Stonehill College 1996 — 2000
Jim Strom's Fidelity Investments Experience June 2014 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Meradia Group January 2014 - June 2014
SunGard August 2013 - November 2013
SS&C Technologies August 2010 - August 2013
State Street/Investors Bank & Trust June 2005 - August 2010
Skills
Corporate Actions, Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Process Improvement, Business Analysis, Financial Services, Investments, Risk Management, Asset Managment, Project Management, Software Implementation, Private Equity, Product Management, Asset Management, Banking, CRM, Analysis, Relationship Management, Trading, Financial Risk, Investment Management
Education
Stonehill College
BS Business Administration, Management
New England School of Banking Trust School
Graduate of Trust and Estates Administration Program
Advanced Management Systems
Graduate, Operations Management
Fidelity Investments June 2014 - Present
Meradia Group January 2014 - June 2014
SunGard August 2013 - November 2013
SS&C Technologies August 2010 - August 2013
State Street/Investors Bank & Trust June 2005 - August 2010
Skills
Corporate Actions, Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Process Improvement, Business Analysis, Financial Services, Investments, Risk Management, Asset Managment, Project Management, Software Implementation, Private Equity, Product Management, Asset Management, Banking, CRM, Analysis, Relationship Management, Trading, Financial Risk, Investment Management
Education
Stonehill College
BS Business Administration, Management
New England School of Banking Trust School
Graduate of Trust and Estates Administration Program
Advanced Management Systems
Graduate, Operations Management
Jack Rothman's Fidelity Investments Experience December 1999 - October 2001
Job Financial Analyst at LockheedMartin
Industry Airlines/Aviation
Experience
Lockheed-Martin May 2006 - Present
Lockheed Martin Information Technology 2005 - Present
Fidelity Investments December 1999 - October 2001
Digital Equipment Corp. (Compaq) March 1984 - October 1999
Skills
Costpoint, Cost Accounting, Financial Forecasting
Education
State University of New York at Stony Brook 1964 — 1968
Bachelor of Arts, Administration
Western New England College
Masters MBA, General Administration - Finance
Lockheed-Martin May 2006 - Present
Lockheed Martin Information Technology 2005 - Present
Fidelity Investments December 1999 - October 2001
Digital Equipment Corp. (Compaq) March 1984 - October 1999
Skills
Costpoint, Cost Accounting, Financial Forecasting
Education
State University of New York at Stony Brook 1964 — 1968
Bachelor of Arts, Administration
Western New England College
Masters MBA, General Administration - Finance
Stephen Beckman's Fidelity Investments Experience August 1995 - Present
Job Sr. Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1995 - Present
Skills
Series 63, Mutual Funds, Series 7, 401k
Education
McCallum School of Business - Bentley College 1994 — 1997
MBA, Finance
Stonehill College 1988 — 1992
BA, Political Science
FSH... GO FLYERS!
Fidelity Investments August 1995 - Present
Skills
Series 63, Mutual Funds, Series 7, 401k
Education
McCallum School of Business - Bentley College 1994 — 1997
MBA, Finance
Stonehill College 1988 — 1992
BA, Political Science
FSH... GO FLYERS!
Sarah Thibault (Power)'s Fidelity Investments Experience 2004 - 2008
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity July 2008 - Present
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Skills
Financial Services, Mutual Funds, Fund Accounting, Securities, Corporate Actions, Bloomberg, Equities, Hedge Funds, Asset Management, Middle Office, Back Office, Fixed Income, Alternative Investments, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA
Stonehill College 1995 — 1999
Fidelity July 2008 - Present
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Skills
Financial Services, Mutual Funds, Fund Accounting, Securities, Corporate Actions, Bloomberg, Equities, Hedge Funds, Asset Management, Middle Office, Back Office, Fixed Income, Alternative Investments, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA
Stonehill College 1995 — 1999
Jennifer Jaworski's Fidelity Investments Experience February 2012 - Present
Job Director, Regional HR at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments July 2011 - November 2012
Fidelity Investments June 2008 - September 2011
Fidelity Investments May 2006 - June 2008
Information Technology Group December 2005 - May 2006
The Macgregor Group June 2005 - December 2005
Hexaware Technologies December 2004 - June 2005
The Schepens Eye Research Institute August 2002 - November 2004
Skills
Employee Benefits, Microsoft Excel, Employee Relations, Sourcing, College Recruiting, Human Resources, Employee Engagement, Management, Performance Management, Analysis, Financial Services, Succession Planning
Education
Stonehill College 1998 — 2002
Fidelity Investments February 2012 - Present
Fidelity Investments July 2011 - November 2012
Fidelity Investments June 2008 - September 2011
Fidelity Investments May 2006 - June 2008
Information Technology Group December 2005 - May 2006
The Macgregor Group June 2005 - December 2005
Hexaware Technologies December 2004 - June 2005
The Schepens Eye Research Institute August 2002 - November 2004
Skills
Employee Benefits, Microsoft Excel, Employee Relations, Sourcing, College Recruiting, Human Resources, Employee Engagement, Management, Performance Management, Analysis, Financial Services, Succession Planning
Education
Stonehill College 1998 — 2002
Stephen Koch's Fidelity Investments Experience July 1995 - January 2003
Job Data Quality Manager at SmartStream Technologies
Industry Financial Services
Experience
SmartStream Technologies April 2014 - Present
Esarkay Consulting LLC June 2013 - Present
Interactive Data June 2011 - May 2013
CITCO Fund Services September 2003 - June 2011
Fidelity Investments July 1995 - January 2003
Kidder Peabody March 1988 - July 1995
Thomson McKinnon Securities Inc. March 1982 - March 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Alternative Investments, Financial Markets, Mutual Funds, Securities, Market Data, Prime Brokerage, Bloomberg, Asset Managment, Options, Financial Services, Fund Of Funds, Swaps, Middle Office, Bonds, Corporate Actions, FX Options, Asset Management, Risk Management, Fund Administration
Education
Stony Brook University 1976 — 1980
BA, History
SmartStream Technologies April 2014 - Present
Esarkay Consulting LLC June 2013 - Present
Interactive Data June 2011 - May 2013
CITCO Fund Services September 2003 - June 2011
Fidelity Investments July 1995 - January 2003
Kidder Peabody March 1988 - July 1995
Thomson McKinnon Securities Inc. March 1982 - March 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Alternative Investments, Financial Markets, Mutual Funds, Securities, Market Data, Prime Brokerage, Bloomberg, Asset Managment, Options, Financial Services, Fund Of Funds, Swaps, Middle Office, Bonds, Corporate Actions, FX Options, Asset Management, Risk Management, Fund Administration
Education
Stony Brook University 1976 — 1980
BA, History
Steven Janssen's Fidelity Investments Experience May 2006 - June 2010
Job IT Risk Analyst
Industry Retail
Experience
BJ's Wholesale Club November 2014 - Present
Citizens Bank August 2010 - November 2014
Fidelity Investments May 2006 - June 2010
Skills
Information Security, Disaster Recovery, Access, Databases, Vendor Management, Financial Risk, Risk Assessment, Business Continuity, Team Leadership, Risk Management, Sarbanes-Oxley Act, SDLC, Business Analysis, Visio, Process Improvement, Financial Services
Education
Stonehill College 1980 — 1984
BJ's Wholesale Club November 2014 - Present
Citizens Bank August 2010 - November 2014
Fidelity Investments May 2006 - June 2010
Skills
Information Security, Disaster Recovery, Access, Databases, Vendor Management, Financial Risk, Risk Assessment, Business Continuity, Team Leadership, Risk Management, Sarbanes-Oxley Act, SDLC, Business Analysis, Visio, Process Improvement, Financial Services
Education
Stonehill College 1980 — 1984
Anne Noga's Fidelity Investments Experience January 2004 - January 2005
Job Sr. Business Systems Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Melanie Maggiore's Fidelity Investments Experience ManagerScudder Investments1995 - 1999
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments ManagerScudder Investments1995 - 1999
Education
Stonehill College 1987 — 1991
Fidelity Investments ManagerScudder Investments1995 - 1999
Education
Stonehill College 1987 — 1991
Lindsey Krikstone, CRPS's Fidelity Investments Experience January 2015 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments November 2010 - January 2013
Fidelity Investments January 2010 - November 2010
Education
Stonehill College 1999 — 2003
Fidelity Investments January 2015 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments November 2010 - January 2013
Fidelity Investments January 2010 - November 2010
Education
Stonehill College 1999 — 2003
Aimee Stidsen's Fidelity Investments Experience 1995 - 2008
Job Northeast Regional Manager, Talent Acquisition
Industry Human Resources
Experience
AECOM 2009 - Present
Fidelity Investments 1995 - 2008
Education
Suffolk University
MS, Human Resource Management
University of Maine
Bachelor of Science (B.S.)
AECOM 2009 - Present
Fidelity Investments 1995 - 2008
Education
Suffolk University
MS, Human Resource Management
University of Maine
Bachelor of Science (B.S.)
Laura Hiller's Fidelity Investments Experience December 2014 - Present
Job Director of Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments November 2011 - December 2014
Fidelity Investments June 2007 - November 2011
AFCO Systems June 2006 - June 2007
Swarovski Optik North America August 2004 - April 2006
Skills
Marketing Communications, Collateral, Direct Marketing, Email Marketing, Integrated Marketing, Lead Generation, Direct Mail, Multi-channel Marketing, Relationship Management, Relationship Marketing, Newsletters, Sales, Financial Services, Competitive Analysis, Advertising, Strategic Planning, Project Management, Marketing Strategy, Market Research, Competitive Intelligence, Corporate Communications
Education
Stonehill College 1999 — 2003
BA, Communications
Fidelity Investments December 2014 - Present
Fidelity Investments November 2011 - December 2014
Fidelity Investments June 2007 - November 2011
AFCO Systems June 2006 - June 2007
Swarovski Optik North America August 2004 - April 2006
Skills
Marketing Communications, Collateral, Direct Marketing, Email Marketing, Integrated Marketing, Lead Generation, Direct Mail, Multi-channel Marketing, Relationship Management, Relationship Marketing, Newsletters, Sales, Financial Services, Competitive Analysis, Advertising, Strategic Planning, Project Management, Marketing Strategy, Market Research, Competitive Intelligence, Corporate Communications
Education
Stonehill College 1999 — 2003
BA, Communications
Raymond A. Coscia's Fidelity Investments Experience August 2009 - Present
Job Senior Regional Retirement Consultant at Fidelity Investments
Industry Banking
Experience
Fidelity Investments August 2009 - Present
Bank of America March 1996 - September 2010
Bank of America April 2005 - September 2007
Liberty Funds Group 1997 - 2002
Columbia Management 1989 - 1996
Skills
Retirement Planning, Mutual Funds, Retirement, Securities
Education
Stonehill College 1979 — 1983
Bachelor's, Economics
Fidelity Investments August 2009 - Present
Bank of America March 1996 - September 2010
Bank of America April 2005 - September 2007
Liberty Funds Group 1997 - 2002
Columbia Management 1989 - 1996
Skills
Retirement Planning, Mutual Funds, Retirement, Securities
Education
Stonehill College 1979 — 1983
Bachelor's, Economics
Sherry O'Day's Fidelity Investments Experience 2006 - Present
Job Sr. Director Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Fidelity Investments March 2006 - October 2006
Fidelity Investments April 2004 - February 2006
Fidelity Investments January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1997 - January 2000
Gradient Technologies 1996 - 1997
Investors Bank and Trust 1994 - 1996
Education
Stonehill College 1990 — 1994
BA, Biological Anthropology
Fidelity Investments 2006 - Present
Fidelity Investments March 2006 - October 2006
Fidelity Investments April 2004 - February 2006
Fidelity Investments January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1997 - January 2000
Gradient Technologies 1996 - 1997
Investors Bank and Trust 1994 - 1996
Education
Stonehill College 1990 — 1994
BA, Biological Anthropology
Joseph Tornincaso's Fidelity Investments Experience January 1999 - Present
Job V.P. Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1999 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Retirement Planning, Asset Allocation, Series 63, Strategic Financial..., 401k, Investment Strategies, Estate Planning, Asset Management, Fixed Annuities, Portfolio Management, Wealth Management..., IRAs, Equities, Financial Services, 401k Rollovers, Life Insurance, ETFs, Variable Annuities, Wealth Accumulation, Bonds, Insurance, Term Life Insurance, Fixed Income, High Net Worth..., Investment Management, Alternative Investments, Wealth, Investments, Securities, Financial Analysis, Finance, Financial Advisory, Leadership, Risk Management, Sales, Management, Insurance Planning, Financial Planning
Education
Stony Brook University
Fidelity Investments January 1999 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Retirement Planning, Asset Allocation, Series 63, Strategic Financial..., 401k, Investment Strategies, Estate Planning, Asset Management, Fixed Annuities, Portfolio Management, Wealth Management..., IRAs, Equities, Financial Services, 401k Rollovers, Life Insurance, ETFs, Variable Annuities, Wealth Accumulation, Bonds, Insurance, Term Life Insurance, Fixed Income, High Net Worth..., Investment Management, Alternative Investments, Wealth, Investments, Securities, Financial Analysis, Finance, Financial Advisory, Leadership, Risk Management, Sales, Management, Insurance Planning, Financial Planning
Education
Stony Brook University
Kevin O'Callaghan's Fidelity Investments Experience December 2012 - Present
Job Director, Product Implementation
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
State Street March 2010 - December 2012
State Street 2005 - April 2010
State Street 2003 - 2005
State Street July 2002 - September 2003
State Street July 2001 - July 2002
Skills
Data Analysis, Accounting, Forecasting, Credit Risk, Financial Services, Derivatives
Education
Stonehill College 1997 — 2001
Bachelor's, Finance
Fidelity Investments December 2012 - Present
State Street March 2010 - December 2012
State Street 2005 - April 2010
State Street 2003 - 2005
State Street July 2002 - September 2003
State Street July 2001 - July 2002
Skills
Data Analysis, Accounting, Forecasting, Credit Risk, Financial Services, Derivatives
Education
Stonehill College 1997 — 2001
Bachelor's, Finance
James Xie PMP®'s Fidelity Investments Experience May 2000 - May 2001
Job Analytics Project Manager at NYC Department of Information Technology & Telecommunications
Industry Financial Services
Experience
NYC Department of Information Technology & Telecommunications January 2014 - Present
JPMorgan Chase September 2013 - January 2014
TIAA-CREF June 2001 - September 2013
Fidelity Investments May 2000 - May 2001
Procter & Gamble May 1999 - April 2000
Berkshire Partners May 1997 - May 1999
Brookhaven National Laboratory August 1993 - February 1997
Skills
Oracle, Informatica, SDLC, Software Project..., Requirements Analysis, ETL, Oracle RAC, Business Analysis, Data Warehousing, Data Guard, SOA, RMAN, IT Strategy, Oracle RDBMS, Databases, Agile Methodologies, High Availability, Requirements Gathering, Data Modeling, Enterprise Architecture, Weblogic, DB2, SQL, Web Services, Java Enterprise Edition
Education
SUNY Stony Brook 1989 — 1994
Bachelor of Science (B.S.)
SUNY Stony Brook
Master of Science (M.S.), MSEE
NYC Department of Information Technology & Telecommunications January 2014 - Present
JPMorgan Chase September 2013 - January 2014
TIAA-CREF June 2001 - September 2013
Fidelity Investments May 2000 - May 2001
Procter & Gamble May 1999 - April 2000
Berkshire Partners May 1997 - May 1999
Brookhaven National Laboratory August 1993 - February 1997
Skills
Oracle, Informatica, SDLC, Software Project..., Requirements Analysis, ETL, Oracle RAC, Business Analysis, Data Warehousing, Data Guard, SOA, RMAN, IT Strategy, Oracle RDBMS, Databases, Agile Methodologies, High Availability, Requirements Gathering, Data Modeling, Enterprise Architecture, Weblogic, DB2, SQL, Web Services, Java Enterprise Edition
Education
SUNY Stony Brook 1989 — 1994
Bachelor of Science (B.S.)
SUNY Stony Brook
Master of Science (M.S.), MSEE
Patricia Foley's Fidelity Investments Experience August 2007 - Present
Job Compliance Advisor AntiMoney Laundering Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Boston Financial Data Services 1987 - 2007
Skills
OFAC, AML, Financial Services, Risk Management, FINRA, Mutual Funds, Due Diligence, KYC, Process Improvement, Securities, Operational Risk..., Insurance
Education
Stonehill College
Paralegal Studies
Fidelity Investments August 2007 - Present
Boston Financial Data Services 1987 - 2007
Skills
OFAC, AML, Financial Services, Risk Management, FINRA, Mutual Funds, Due Diligence, KYC, Process Improvement, Securities, Operational Risk..., Insurance
Education
Stonehill College
Paralegal Studies
Kevin Asay's Fidelity Investments Experience October 1997 - Present
Job Director of Client Management and Home Office Support at Fidelity Investments in Smithfield RI
Industry Financial Services
Experience
Fidelity Investments October 1997 - Present
Education
Stonehill College 1989 — 1993
Fidelity Investments October 1997 - Present
Education
Stonehill College 1989 — 1993
Elizabeth Poon's Fidelity Investments Experience January 2006 - December 2013
Job Vice President, Employee Benefits at Fidelity Investments
Industry Financial Services
Experience
n/a - currently unemployed January 2014 - Present
Fidelity Investments January 2006 - December 2013
Skills
Benefits Administration, Program Management, Employee Benefits, Vendor Management
Education
Stony Brook University 1985 — 1989
Bachelor of Science (BS), Applied Mathematics
n/a - currently unemployed January 2014 - Present
Fidelity Investments January 2006 - December 2013
Skills
Benefits Administration, Program Management, Employee Benefits, Vendor Management
Education
Stony Brook University 1985 — 1989
Bachelor of Science (BS), Applied Mathematics
Gopal Ayyamani Krishnan's Fidelity Investments Experience April 2007 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
JPMorgan Chase March 2005 - April 2007
Sapient 2002 - 2004
Softheon 1996 - 2002
Tata Consultancy Services 1995 - 1996
Skills
Product Management, Product Development, Software Development, Software Project..., Management, Forecasting, Strategic Planning, Cross-functional Team..., Team Building, Brokerage, Investment Banking, Asset Management, SDLC, Agile Methodologies, Business Analysis, Enterprise Architecture
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Masters, Business Administration
State University of New York at Stony Brook 1996 — 1997
Master of Science, Computer Science
College of Engineering Guindy, Chennai 1991 — 1995
Bachelors, Computer Science
Fidelity Investments April 2007 - Present
JPMorgan Chase March 2005 - April 2007
Sapient 2002 - 2004
Softheon 1996 - 2002
Tata Consultancy Services 1995 - 1996
Skills
Product Management, Product Development, Software Development, Software Project..., Management, Forecasting, Strategic Planning, Cross-functional Team..., Team Building, Brokerage, Investment Banking, Asset Management, SDLC, Agile Methodologies, Business Analysis, Enterprise Architecture
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Masters, Business Administration
State University of New York at Stony Brook 1996 — 1997
Master of Science, Computer Science
College of Engineering Guindy, Chennai 1991 — 1995
Bachelors, Computer Science
Michael Totman's Fidelity Investments Experience June 2001 - September 2004
Job Manager, SS&C Technologies
Industry Financial Services
Experience
SS&C GlobeOp September 2012 - Present
SS&C Technologies February 2010 - Present
Bermuda Lacrosse Association September 2007 - September 2009
Citi Hedge Fund Services, Ltd February 2005 - February 2009
Fidelity Investments June 2001 - September 2004
Skills
Marketing, Event Planning, Management, Fundraising, Press Releases, Financial Services, Accounting, Portfolio Management, Media Relations, Mutual Funds, Blogging, Sports Marketing, Sports, Sponsorship, Business Analysis, Enterprise Architecture, Leadership, Time Management
Education
Bryant University Executive Development Center 2006 — 2007
Certificate, Project Management
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Stonehill College 1997 — 2001
BSBA, Finance, general business, computer information systems
SS&C GlobeOp September 2012 - Present
SS&C Technologies February 2010 - Present
Bermuda Lacrosse Association September 2007 - September 2009
Citi Hedge Fund Services, Ltd February 2005 - February 2009
Fidelity Investments June 2001 - September 2004
Skills
Marketing, Event Planning, Management, Fundraising, Press Releases, Financial Services, Accounting, Portfolio Management, Media Relations, Mutual Funds, Blogging, Sports Marketing, Sports, Sponsorship, Business Analysis, Enterprise Architecture, Leadership, Time Management
Education
Bryant University Executive Development Center 2006 — 2007
Certificate, Project Management
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Stonehill College 1997 — 2001
BSBA, Finance, general business, computer information systems
Will Herlihy's Fidelity Investments Experience January 1999 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments January 1999 - February 2009
Fidelity Investments 1991 - 2009
Fidelity Investments August 1991 - December 1998
Education
Stonehill College 1987 — 1991
Bachelor of arts, Political Science
Stonehill College
B.A, Political Science
Fidelity Investments January 1999 - February 2009
Fidelity Investments 1991 - 2009
Fidelity Investments August 1991 - December 1998
Education
Stonehill College 1987 — 1991
Bachelor of arts, Political Science
Stonehill College
B.A, Political Science
O'Heir Priscilla's Fidelity Investments Experience October 1997 - July 2005
Job Associate at Dhar Law, LLP
Industry Information Technology and Services
Experience
Dhar Law, LLP June 2012 - Present
Kaspersky Labs GmbH September 2011 - Present
The Boston Consulting Group April 2006 - July 2010
Fidelity Investments October 1997 - July 2005
Trigen Boston 1994 - 1997
Skills
Financial Services, Finance, Employee Benefits, Human Resources, Insurance
Education
Stonehill College
BS Business Administration, Marketing
Suffolk University Law School
JD LAw, law and business
Dhar Law, LLP June 2012 - Present
Kaspersky Labs GmbH September 2011 - Present
The Boston Consulting Group April 2006 - July 2010
Fidelity Investments October 1997 - July 2005
Trigen Boston 1994 - 1997
Skills
Financial Services, Finance, Employee Benefits, Human Resources, Insurance
Education
Stonehill College
BS Business Administration, Marketing
Suffolk University Law School
JD LAw, law and business
Karyn Walters's Fidelity Investments Experience April 2009 - Present
Job Payroll Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2009 - Present
Stock Building Supply November 2000 - May 2008
Skills
Payroll, Ceridian, 401k, Employee Benefits, Deferred Compensation, Human Resources, Non-Qualified Deferred..., Defined Contribution, Defined Benefit, Performance Management, ADP Payroll, ADP ReportSmith, Notary Public
Education
Strayer University-North Carolina 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Fidelity Investments April 2009 - Present
Stock Building Supply November 2000 - May 2008
Skills
Payroll, Ceridian, 401k, Employee Benefits, Deferred Compensation, Human Resources, Non-Qualified Deferred..., Defined Contribution, Defined Benefit, Performance Management, ADP Payroll, ADP ReportSmith, Notary Public
Education
Strayer University-North Carolina 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Vipin Khurana's Fidelity Investments Experience February 2015 - Present
Job Web Application Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments February 2015 - Present
McCann Regan Campbell Ward November 2014 - February 2015
Techgroup America March 2014 - November 2014
Buncee LLC May 2013 - March 2014
Stony Brook University January 2013 - May 2013
Buncee LLC May 2012 - February 2013
Stony Brook University 2012 - 2012
Skills
jQuery, PHP, CSS, Java, Photoshop, HTML, Ext JS, JavaScript, JSP, JSF, Unix, Git, Tortoise SVN, jQuery UI, Paypal Integration, Sequence Diagrams, Payment Systems, C++, Linux Kernel, Java Applets, C, Microsoft Office, Customer Service, English, Windows, Research, Public Speaking, CSS3, Assembly Language, WordPress, MVC, SASS, gulpjs, Version Control, MySQL, HTML5, AJAX, Web Applications, JSON, Web Development, Programming, REST, OOP, Subversion, LAMP
Education
Stony Brook University
Bachelor of Science (BS), Computer Science
Fidelity Investments February 2015 - Present
McCann Regan Campbell Ward November 2014 - February 2015
Techgroup America March 2014 - November 2014
Buncee LLC May 2013 - March 2014
Stony Brook University January 2013 - May 2013
Buncee LLC May 2012 - February 2013
Stony Brook University 2012 - 2012
Skills
jQuery, PHP, CSS, Java, Photoshop, HTML, Ext JS, JavaScript, JSP, JSF, Unix, Git, Tortoise SVN, jQuery UI, Paypal Integration, Sequence Diagrams, Payment Systems, C++, Linux Kernel, Java Applets, C, Microsoft Office, Customer Service, English, Windows, Research, Public Speaking, CSS3, Assembly Language, WordPress, MVC, SASS, gulpjs, Version Control, MySQL, HTML5, AJAX, Web Applications, JSON, Web Development, Programming, REST, OOP, Subversion, LAMP
Education
Stony Brook University
Bachelor of Science (BS), Computer Science
Jorge Cintron's Fidelity Investments Experience January 2012 - April 2013
Job Experienced Professional
Industry Information Technology and Services
Experience
Partners HealthCare April 2015 - Present
DentaQuest November 2014 - Present
VDX Inc. January 2014 - November 2014
RBS Citizens April 2013 - January 2014
Fidelity Investments January 2012 - April 2013
Fidelity Investments LLC January 2006 - March 2013
Fidelity Investments January 2010 - February 2012
2005 to 2006Veritude, LLC January 2005 - January 2006
Fleet Bank January 1998 - August 2005
BANK OF AMERICA formerly FLEETBOSTON January 1998 - January 2004
Skills
Software Documentation, Troubleshooting, VMware, Windows 7, Disaster Recovery, Technical Support, Testing, Microsoft SQL Server, System Administration, Microsoft Exchange, Integration, Software Installation, System Deployment, Servers, Windows XP, Automation, IT Operations, Windows, Virtualization, Vendor Management, Citrix
Education
Taunton High School 1980 — 1983
HS Diploma, Business
Stonehill College
Partners HealthCare April 2015 - Present
DentaQuest November 2014 - Present
VDX Inc. January 2014 - November 2014
RBS Citizens April 2013 - January 2014
Fidelity Investments January 2012 - April 2013
Fidelity Investments LLC January 2006 - March 2013
Fidelity Investments January 2010 - February 2012
2005 to 2006Veritude, LLC January 2005 - January 2006
Fleet Bank January 1998 - August 2005
BANK OF AMERICA formerly FLEETBOSTON January 1998 - January 2004
Skills
Software Documentation, Troubleshooting, VMware, Windows 7, Disaster Recovery, Technical Support, Testing, Microsoft SQL Server, System Administration, Microsoft Exchange, Integration, Software Installation, System Deployment, Servers, Windows XP, Automation, IT Operations, Windows, Virtualization, Vendor Management, Citrix
Education
Taunton High School 1980 — 1983
HS Diploma, Business
Stonehill College
Amar Ale's Fidelity Investments Experience May 2012 - Present
Job Systems Services Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Veritude June 2011 - May 2012
Skills
Perl, SDLC, Linux, Unix, ClearCase, Tomcat, Jenkins, SQL, Release Management, SharePoint, Systems Analysis, BuildForge, ITIL® Foundation..., uDeploy, Splunk
Education
Strayer University (VA) 2008 — 2009
Master of Science (MS), Management Information Systems and Services
Fidelity Investments May 2012 - Present
Veritude June 2011 - May 2012
Skills
Perl, SDLC, Linux, Unix, ClearCase, Tomcat, Jenkins, SQL, Release Management, SharePoint, Systems Analysis, BuildForge, ITIL® Foundation..., uDeploy, Splunk
Education
Strayer University (VA) 2008 — 2009
Master of Science (MS), Management Information Systems and Services
Patrick Arey's Fidelity Investments Experience September 2002 - July 2007
Job Director, Institutional Sales
Industry Investment Management
Experience
Newfleet Asset Management July 2014 - Present
Fidelity Investments & Pyramis Global Advisors January 2010 - July 2014
State Street Global Advisors July 2007 - December 2010
Fidelity Investments September 2002 - July 2007
Education
Stonehill College 1998 — 2002
BS BA, Finance
Newfleet Asset Management July 2014 - Present
Fidelity Investments & Pyramis Global Advisors January 2010 - July 2014
State Street Global Advisors July 2007 - December 2010
Fidelity Investments September 2002 - July 2007
Education
Stonehill College 1998 — 2002
BS BA, Finance
Brendan Riffle's Fidelity Investments Experience September 2004 - May 2010
Job Broker Sales Manager at Extensis Group
Industry Outsourcing/Offshoring
Experience
Extensis Group February 2015 - Present
ADP Total Source July 2010 - Present
Fidelity Investments September 2004 - May 2010
Quick & Reilly December 2001 - August 2004
Skills
Employee Benefits, Benefits Administration, Cold Calling, Succession Planning, Payroll, Human Resources, Sales Process, Recruiting, HR Consulting, Performance Management, Sales, Employee Relations, Talent Acquisition, Account Management, Consulting, 401k, Business Development, Sales Management, Coaching, BPO, Customer Retention, Leadership, Direct Sales, ADP Payroll, Selling, CRM, Training, Sales Presentations, PEO, Salesforce.com, Sales Operations, Lead Generation, HRO, Management, New Business Development, Solution Selling, HRIS, Customer Service, B2B
Education
SUNY Stony Brook 1994 — 1998
Extensis Group February 2015 - Present
ADP Total Source July 2010 - Present
Fidelity Investments September 2004 - May 2010
Quick & Reilly December 2001 - August 2004
Skills
Employee Benefits, Benefits Administration, Cold Calling, Succession Planning, Payroll, Human Resources, Sales Process, Recruiting, HR Consulting, Performance Management, Sales, Employee Relations, Talent Acquisition, Account Management, Consulting, 401k, Business Development, Sales Management, Coaching, BPO, Customer Retention, Leadership, Direct Sales, ADP Payroll, Selling, CRM, Training, Sales Presentations, PEO, Salesforce.com, Sales Operations, Lead Generation, HRO, Management, New Business Development, Solution Selling, HRIS, Customer Service, B2B
Education
SUNY Stony Brook 1994 — 1998
Danny J. Lopez's Fidelity Investments Experience June 2002 - August 2007
Job Vice President US Regional Head Prime Services Margin
Industry Financial Services
Experience
Credit Suisse Investment Bank September 2011 - Present
UBS Investment Bank August 2007 - August 2011
Fidelity Investments June 2002 - August 2007
National Discount Brokers / Ameritrade June 1995 - December 2001
Skills
Fixed Income, Series 7, Equities, Prime Brokerage, Securities Lending, Trading Systems, Derivatives, Hedge Funds, Equity Derivatives, Securities, Series 63, Investment Banking, Options, Bloomberg, Risk Management, Capital Markets, Middle Office
Education
Stony Brook University
Credit Suisse Investment Bank September 2011 - Present
UBS Investment Bank August 2007 - August 2011
Fidelity Investments June 2002 - August 2007
National Discount Brokers / Ameritrade June 1995 - December 2001
Skills
Fixed Income, Series 7, Equities, Prime Brokerage, Securities Lending, Trading Systems, Derivatives, Hedge Funds, Equity Derivatives, Securities, Series 63, Investment Banking, Options, Bloomberg, Risk Management, Capital Markets, Middle Office
Education
Stony Brook University
Tim Furbush, CMT, CFA's Fidelity Investments Experience June 2006 - June 2007
Job Senior Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors July 2007 - Present
Fidelity Investments June 2006 - June 2007
State Street Global Advisors June 2005 - May 2006
State Street Global Advisors 2002 - 2005
Skills
Investments, Asset Management, Portfolio Management, Fixed Income
Education
Suffolk University 2003 — 2005
MS, Finance
Stonehill College 1992 — 1996
BA, Communication
State Street Global Advisors July 2007 - Present
Fidelity Investments June 2006 - June 2007
State Street Global Advisors June 2005 - May 2006
State Street Global Advisors 2002 - 2005
Skills
Investments, Asset Management, Portfolio Management, Fixed Income
Education
Suffolk University 2003 — 2005
MS, Finance
Stonehill College 1992 — 1996
BA, Communication
Nick Tsivranidis's Fidelity Investments Experience January 1994 - March 1997
Job
Industry Computer Software
Experience
Foodtec Solutions Inc March 1997 - Present
Marcromedia 2000 - 2001
Fidelity Investments January 1994 - March 1997
Foliage January 1992 - February 1994
Computervision 1983 - 1987
Education
SUNY Stony Brook 1982 — 1983
Master's degree, Computer Science
UMass Boston 1978 — 1982
Bachelor's degree, Computer Science
Foodtec Solutions Inc March 1997 - Present
Marcromedia 2000 - 2001
Fidelity Investments January 1994 - March 1997
Foliage January 1992 - February 1994
Computervision 1983 - 1987
Education
SUNY Stony Brook 1982 — 1983
Master's degree, Computer Science
UMass Boston 1978 — 1982
Bachelor's degree, Computer Science
Mary Hilchey's Fidelity Investments Experience May 1999 - July 2015
Job Principal Software Engineer/Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 1999 - July 2015
BankBoston February 1997 - May 1999
Fidelity Investments May 1996 - February 1997
First Data Investor Service Group February 1994 - May 1996
Stop & Shop Companies March 1993 - February 1994
Blue Cross Blue Shield of Massacusetts June 1988 - February 1992
Skills
Easytrieve, COBOL, CICS, MVS, DB2, IMS, IMS DB/DC, MQ, TSO, FILEAID, ENDEVOR, Fileaid, VSAM, JCL, Mainframe, Endeavor, IBM Mainframe, Message Queue, ISPF
Education
Stonehill College 1980 — 1986
BS Business Administration, Management, cum laude
Fidelity Investments May 1999 - July 2015
BankBoston February 1997 - May 1999
Fidelity Investments May 1996 - February 1997
First Data Investor Service Group February 1994 - May 1996
Stop & Shop Companies March 1993 - February 1994
Blue Cross Blue Shield of Massacusetts June 1988 - February 1992
Skills
Easytrieve, COBOL, CICS, MVS, DB2, IMS, IMS DB/DC, MQ, TSO, FILEAID, ENDEVOR, Fileaid, VSAM, JCL, Mainframe, Endeavor, IBM Mainframe, Message Queue, ISPF
Education
Stonehill College 1980 — 1986
BS Business Administration, Management, cum laude
Susan Terban's Fidelity Investments Experience 1993 - 1996
Job Literacy coach
Industry Education Management
Experience
Malden Public Schools September 2009 - Present
Georgetown Public Schools 1996 - 2009
Fidelity Investments 1993 - 1996
Education
Stonehill College 1985 — 1989
BA
St. Mary's Lynn, Ma 1982 — 1985
Malden Public Schools September 2009 - Present
Georgetown Public Schools 1996 - 2009
Fidelity Investments 1993 - 1996
Education
Stonehill College 1985 — 1989
BA
St. Mary's Lynn, Ma 1982 — 1985
Kenneth Koch's Fidelity Investments Experience April 2013 - April 2014
Job Senior Software Engineer at Zentail.com
Industry Computer Software
Experience
Zentail.com April 2014 - Present
Fidelity Investments April 2013 - April 2014
Zentail.com October 2011 - April 2013
Skills
Java, C, SQL, GCC, Concurrent Programming, Swing, Multithreading, jQuery, Web Development, PHP
Education
State University of New York at Stony Brook 2011 — 2012
Master of Science (MS), Computer Science
Stony Brook University 2008 — 2011
Bachelors, Computer Science
Zentail.com April 2014 - Present
Fidelity Investments April 2013 - April 2014
Zentail.com October 2011 - April 2013
Skills
Java, C, SQL, GCC, Concurrent Programming, Swing, Multithreading, jQuery, Web Development, PHP
Education
State University of New York at Stony Brook 2011 — 2012
Master of Science (MS), Computer Science
Stony Brook University 2008 — 2011
Bachelors, Computer Science
Ryan Hess's Fidelity Investments Experience May 2010 - April 2011
Job Senior Associate Specialty Finance Division at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank March 2013 - Present
SVB Financial Group April 2011 - March 2013
Fidelity Investments May 2010 - April 2011
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Equities, Bloomberg, Private Equity, Banking, Securities
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Silicon Valley Bank March 2013 - Present
SVB Financial Group April 2011 - March 2013
Fidelity Investments May 2010 - April 2011
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Equities, Bloomberg, Private Equity, Banking, Securities
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Abbas Kazemi, Ph.D., CFA's Fidelity Investments Experience January 2007 - Present
Job Professor of Finance and Chair, Department of Economics and Finance
Industry Higher Education
Experience
Wellington Management January 2010 - Present
Fidelity Investments January 2007 - Present
Kaplan Schweser January 2007 - Present
Rhode Island College September 1985 - Present
Bucknell University September 1994 - May 1995
Skills
Quantitative Finance,..., Teaching, Economics, Finance, Higher Education, Statistics, University Teaching, Human Resources, Research, Student Affairs, Lecturing, Data Analysis, Quantitative Analytics, College Teaching, Student Development, Academic Advising
Education
Stony Brook University 1978 — 1984
Doctor of Philosophy (Ph.D.), Economics
Wellington Management January 2010 - Present
Fidelity Investments January 2007 - Present
Kaplan Schweser January 2007 - Present
Rhode Island College September 1985 - Present
Bucknell University September 1994 - May 1995
Skills
Quantitative Finance,..., Teaching, Economics, Finance, Higher Education, Statistics, University Teaching, Human Resources, Research, Student Affairs, Lecturing, Data Analysis, Quantitative Analytics, College Teaching, Student Development, Academic Advising
Education
Stony Brook University 1978 — 1984
Doctor of Philosophy (Ph.D.), Economics
Brandon Singles's Fidelity Investments Experience February 2012 - Present
Job Senior Manager of Fund Reporting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Columbus Avenue Consultants May 2011 - January 2012
RenaissanceRe October 2008 - April 2011
Lehman Brothers April 2008 - October 2008
Rothstein Kass September 2006 - April 2008
Skills
Financial Reporting, Financial Accounting, Hedge Funds, Mutual Funds, Private Equity, Financial Analysis, Bloomberg, Equities, Financial Services, Fixed Income, Finance, Securities, Accounting, Fund Accounting, Process Improvement, Valuation
Education
Strome College of Business 2004 — 2006
Finance Degree and Accounting Degree, Investment Accounting and Finance
Old Dominion University - College of Business and Public Administration 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments February 2012 - Present
Columbus Avenue Consultants May 2011 - January 2012
RenaissanceRe October 2008 - April 2011
Lehman Brothers April 2008 - October 2008
Rothstein Kass September 2006 - April 2008
Skills
Financial Reporting, Financial Accounting, Hedge Funds, Mutual Funds, Private Equity, Financial Analysis, Bloomberg, Equities, Financial Services, Fixed Income, Finance, Securities, Accounting, Fund Accounting, Process Improvement, Valuation
Education
Strome College of Business 2004 — 2006
Finance Degree and Accounting Degree, Investment Accounting and Finance
Old Dominion University - College of Business and Public Administration 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kim Daniels's Fidelity Investments Experience December 2014 - Present
Job Senior Vice President Corporate Tax at Fidelity Investments
Industry Venture Capital & Private Equity
Experience
Fidelity Investments December 2014 - Present
Fidelity BioSciences June 2013 - November 2014
Fidelity Investments June 2006 - June 2013
Fidelity Investments March 1995 - May 2006
Arthur Andersen August 1990 - March 1995
Skills
Finance, Financial Analysis, Financial Modeling, International Tax, Tax
Education
Bentley College 1993 — 1996
Master of Science (M.S.), Taxation
Stonehill College 1986 — 1990
Bachelor of Arts, Accounting and Economics
Fidelity Investments December 2014 - Present
Fidelity BioSciences June 2013 - November 2014
Fidelity Investments June 2006 - June 2013
Fidelity Investments March 1995 - May 2006
Arthur Andersen August 1990 - March 1995
Skills
Finance, Financial Analysis, Financial Modeling, International Tax, Tax
Education
Bentley College 1993 — 1996
Master of Science (M.S.), Taxation
Stonehill College 1986 — 1990
Bachelor of Arts, Accounting and Economics
Eva Cozine's Fidelity Investments Experience November 2010 - Present
Job Operations Analyst at Fidelity Investments
Industry
Experience
Fidelity Investments November 2010 - Present
Skills
Process Improvement, Project Management, Business Analysis, Leadership, Operations Management, Customer Service, Team Building, Team Leadership, Analysis, Business Process...
Education
Strayer University-Kentucky 2011 — 2013
Fidelity Investments November 2010 - Present
Skills
Process Improvement, Project Management, Business Analysis, Leadership, Operations Management, Customer Service, Team Building, Team Leadership, Analysis, Business Process...
Education
Strayer University-Kentucky 2011 — 2013
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank