Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Julio Vaca Julio Vaca's Fidelity Investments Experience June 1996 - December 1998
Job Product Management, Mobile ECommerce
Industry Internet
Experience
Staples July 2012 - February 2015
PayPal Media Network September 2011 - June 2012
Avalanche Search Media June 2008 - October 2011
EveryZing.com February 2006 - May 2008
Lycos.com July 2003 - February 2006
Terra Lycos, SA May 2002 - June 2003
Lycos.com January 2000 - April 2002
ACCION International January 1999 - December 1999
Fidelity Investments June 1996 - December 1998
Skills
Social Media Marketing, User Interface Design, Product Marketing, Mobile Advertising, Mobile Marketing, Product Management, mobile ecommerce, Mobile Technology, Website Localization, Project Management, Business Operations, Strategic Partnerships, Proof of Concept, Web Services, Analytical Skills, E-commerce, Management, Mobile Devices, Marketing, Analytics, Lead Generation
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA
State University of New York College at Geneseo 1992 — 1996
B.S.
Staples July 2012 - February 2015
PayPal Media Network September 2011 - June 2012
Avalanche Search Media June 2008 - October 2011
EveryZing.com February 2006 - May 2008
Lycos.com July 2003 - February 2006
Terra Lycos, SA May 2002 - June 2003
Lycos.com January 2000 - April 2002
ACCION International January 1999 - December 1999
Fidelity Investments June 1996 - December 1998
Skills
Social Media Marketing, User Interface Design, Product Marketing, Mobile Advertising, Mobile Marketing, Product Management, mobile ecommerce, Mobile Technology, Website Localization, Project Management, Business Operations, Strategic Partnerships, Proof of Concept, Web Services, Analytical Skills, E-commerce, Management, Mobile Devices, Marketing, Analytics, Lead Generation
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA
State University of New York College at Geneseo 1992 — 1996
B.S.
Bianca Lonergan Bianca Lonergan's Fidelity Investments Experience May 2010 - February 2013
Job Accounting Supervisor at Zipcar
Industry Accounting
Experience
Zipcar May 2015 - Present
EXOS June 2014 - April 2015
THL Credit, Inc. March 2013 - June 2014
Fidelity Investments May 2010 - February 2013
Barbour September 2007 - September 2010
PepsiCo June 2009 - January 2010
Rudy Giuliani Presidential Committee July 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Accounting, Financial Reporting, Access, Microsoft Word, Essbase, Outlook, Research, Customer Service, Sales, Analysis, Oracle Discoverer, Oracle Applications, Oracle E-Business Suite, Hyperion HFM, Oracle ADI, Microsoft Office..., Account Reconciliation, Financial Accounting, General Ledger, Cash Management, Process Improvement
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA, International Business
Suffolk University - Sawyer Business School 2007 — 2010
BSBA, Accounting
Kent School 2004 — 2007
Zipcar May 2015 - Present
EXOS June 2014 - April 2015
THL Credit, Inc. March 2013 - June 2014
Fidelity Investments May 2010 - February 2013
Barbour September 2007 - September 2010
PepsiCo June 2009 - January 2010
Rudy Giuliani Presidential Committee July 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Accounting, Financial Reporting, Access, Microsoft Word, Essbase, Outlook, Research, Customer Service, Sales, Analysis, Oracle Discoverer, Oracle Applications, Oracle E-Business Suite, Hyperion HFM, Oracle ADI, Microsoft Office..., Account Reconciliation, Financial Accounting, General Ledger, Cash Management, Process Improvement
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA, International Business
Suffolk University - Sawyer Business School 2007 — 2010
BSBA, Accounting
Kent School 2004 — 2007
Tina Wilkinson's Fidelity Investments Experience March 1997 - November 2002
Job Advertising Production Manager at Hearst
Industry Media Production
Experience
Hearst April 2006 - Present
Bright Horizons November 2004 - April 2006
Fidelity Investments March 1997 - November 2002
Skills
Social Media, Editing, Customer Service, Social Networking, Digital Media, Facebook, Adobe Creative Suite, Microsoft Word
Education
Suffolk University 1999 — 2003
Bachelor of Science (BS), American History (United States)
Woodbridge High School 1991 — 1995
High School
Hearst April 2006 - Present
Bright Horizons November 2004 - April 2006
Fidelity Investments March 1997 - November 2002
Skills
Social Media, Editing, Customer Service, Social Networking, Digital Media, Facebook, Adobe Creative Suite, Microsoft Word
Education
Suffolk University 1999 — 2003
Bachelor of Science (BS), American History (United States)
Woodbridge High School 1991 — 1995
High School
Thomas Stantial Thomas Stantial's Fidelity Investments Experience May 2010 - Present
Job Vice President, Investment & Adviser Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments May 2008 - May 2010
Fidelity Investments June 2000 - May 2008
Skills
Risk Management, Investments, Management, Mutual Funds, Financial Services, Securities, Equities, FINRA, Fixed Income, Asset Management, Financial Risk, Financial Analysis, Vendor Management, Process Improvement, Due Diligence, Customer Service, Risk Assessment, Portfolio Management, OFAC
Education
Suffolk University
BS, History
Fidelity Investments May 2010 - Present
Fidelity Investments May 2008 - May 2010
Fidelity Investments June 2000 - May 2008
Skills
Risk Management, Investments, Management, Mutual Funds, Financial Services, Securities, Equities, FINRA, Fixed Income, Asset Management, Financial Risk, Financial Analysis, Vendor Management, Process Improvement, Due Diligence, Customer Service, Risk Assessment, Portfolio Management, OFAC
Education
Suffolk University
BS, History
Pasquale Russo Pasquale Russo's Fidelity Investments Experience December 1996 - March 1999
Job LPL Financial Advisor at Russo Financial Management
Industry Financial Services
Experience
Russo Financial Management July 2007 - Present
A.G. Edwards January 2002 - June 2007
Merrill Lynch April 1999 - December 2001
Fidelity Investments December 1996 - March 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, 401k, Finance, Financial Services, Securities, Small Business, Defined Benefit, Strategy, Personal Finance, Portfolio Management, Financial Analysis, Series 7, Series 63, Strategic Planning, 401k Rollovers, Wealth Management, Marketing Strategy, Marketing, Sales Management, Series 65, Sales, Team Building
Education
Suffolk University - Sawyer Business School 1991 — 1995
BS, Business Management
Newton North HS 1987 — 1991
Russo Financial Management July 2007 - Present
A.G. Edwards January 2002 - June 2007
Merrill Lynch April 1999 - December 2001
Fidelity Investments December 1996 - March 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, 401k, Finance, Financial Services, Securities, Small Business, Defined Benefit, Strategy, Personal Finance, Portfolio Management, Financial Analysis, Series 7, Series 63, Strategic Planning, 401k Rollovers, Wealth Management, Marketing Strategy, Marketing, Sales Management, Series 65, Sales, Team Building
Education
Suffolk University - Sawyer Business School 1991 — 1995
BS, Business Management
Newton North HS 1987 — 1991
Robert Barlow, MBA Robert Barlow, MBA's Fidelity Investments Experience October 1996 - November 2001
Job Sr. Director of Global Operations at CME Group
Industry Financial Services
Experience
CME Group July 2012 - Present
Pivot, Inc June 2007 - Present
Self Employed January 2002 - June 2007
Fidelity Investments October 1996 - November 2001
Skills
Account Management, Customer Service, Process Improvement, Strategic Planning, Business Analysis, Team Building, Business Strategy, Project Management, Operations Management, Risk Management, Relationship Management, Product Management, Change Management, Financial Services, Vendor Management, Team Leadership, Negotiation, Cross-functional Team..., Management, CRM, Leadership, Coaching, Project Planning, Business Planning, Business Process..., Salesforce.com, Executive Management, Software Project..., Call Center, Start-ups, Business Relationship..., Outsourcing, Business Process..., Project Portfolio..., Business Development, Strategy, Contract Negotiation, Analytics, Call Centers, Human Resources, Mergers & Acquisitions, SaaS
Education
Suffolk University - Sawyer School of Management 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
CME Group July 2012 - Present
Pivot, Inc June 2007 - Present
Self Employed January 2002 - June 2007
Fidelity Investments October 1996 - November 2001
Skills
Account Management, Customer Service, Process Improvement, Strategic Planning, Business Analysis, Team Building, Business Strategy, Project Management, Operations Management, Risk Management, Relationship Management, Product Management, Change Management, Financial Services, Vendor Management, Team Leadership, Negotiation, Cross-functional Team..., Management, CRM, Leadership, Coaching, Project Planning, Business Planning, Business Process..., Salesforce.com, Executive Management, Software Project..., Call Center, Start-ups, Business Relationship..., Outsourcing, Business Process..., Project Portfolio..., Business Development, Strategy, Contract Negotiation, Analytics, Call Centers, Human Resources, Mergers & Acquisitions, SaaS
Education
Suffolk University - Sawyer School of Management 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Brian Magararu Brian Magararu's Fidelity Investments Experience 2010 - Present
Job Uma Trading and Reconciliation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Fidelity Capital Markets December 2009 - 2010
Fidelity National Financial February 2004 - April 2007
Skills
Series 7, Series 63, Capital Markets, Trading, Reconciliation, Investments, Customer Service, Excel, Outlook, Microsoft Office, Securities
Education
Suffolk University - Sawyer Business School 1997 — 2002
BSBA, Computer Information System Minor: Finance
Fidelity Investments 2010 - Present
Fidelity Capital Markets December 2009 - 2010
Fidelity National Financial February 2004 - April 2007
Skills
Series 7, Series 63, Capital Markets, Trading, Reconciliation, Investments, Customer Service, Excel, Outlook, Microsoft Office, Securities
Education
Suffolk University - Sawyer Business School 1997 — 2002
BSBA, Computer Information System Minor: Finance
Nicholas Iacobucci's Fidelity Investments Experience June 2014 - Present
Job Workplace Planning and Guidance Consultant I
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Suffolk University September 2010 - Present
Ristorante Fiore June 2012 - May 2013
The Glynn hospitality group September 2010 - October 2012
Red Garter February 2012 - May 2012
Franklin Country club January 2008 - August 2010
Roche Bros. Supermarkets January 2007 - January 2008
Skills
Banquets, Event Planning, Entrepreneurship, Food, Customer Service, Leadership, Time Management, Culinary Skills, Event Management, Teamwork, Business Development, Sales, Restaurants, Marketing, Microsoft Office, Social Media, Market Research, Research, SPSS, Marketing Strategy, Cross-functional Team..., Microsoft Excel, PowerPoint, Microsoft Word
Education
Suffolk University 2010 — 2014
BSBA, Global Business and Entreprenuership
Florence University of the Arts 2012 — 2012
Global Business Entrepreneurship
Franklin High school 2006 — 2010
Fidelity Investments June 2014 - Present
Suffolk University September 2010 - Present
Ristorante Fiore June 2012 - May 2013
The Glynn hospitality group September 2010 - October 2012
Red Garter February 2012 - May 2012
Franklin Country club January 2008 - August 2010
Roche Bros. Supermarkets January 2007 - January 2008
Skills
Banquets, Event Planning, Entrepreneurship, Food, Customer Service, Leadership, Time Management, Culinary Skills, Event Management, Teamwork, Business Development, Sales, Restaurants, Marketing, Microsoft Office, Social Media, Market Research, Research, SPSS, Marketing Strategy, Cross-functional Team..., Microsoft Excel, PowerPoint, Microsoft Word
Education
Suffolk University 2010 — 2014
BSBA, Global Business and Entreprenuership
Florence University of the Arts 2012 — 2012
Global Business Entrepreneurship
Franklin High school 2006 — 2010
Andrea O'Keefe Andrea O'Keefe's Fidelity Investments Experience August 2011 - Present
Job Legal Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments August 2008 - April 2011
Fidelity September 2005 - August 2008
HD Vest 2003 - 2005
Fidelity 1999 - 2003
Fidelity 1997 - 1999
Fidelity Investments 1989 - 1997
Skills
Series 24, S7, SEC compliance, FINRA, Compliance, Securities, Mutual Funds
Education
Suffolk University Law School 1995 — 1999
JD
Suffolk University - Sawyer School of Management 1990 — 1992
MBA
University of Massachusetts, Amherst 1985 — 1989
BBA, Finance & Economics
Framingham South High School 1981 — 1985
Fidelity Investments August 2011 - Present
Fidelity Investments August 2008 - April 2011
Fidelity September 2005 - August 2008
HD Vest 2003 - 2005
Fidelity 1999 - 2003
Fidelity 1997 - 1999
Fidelity Investments 1989 - 1997
Skills
Series 24, S7, SEC compliance, FINRA, Compliance, Securities, Mutual Funds
Education
Suffolk University Law School 1995 — 1999
JD
Suffolk University - Sawyer School of Management 1990 — 1992
MBA
University of Massachusetts, Amherst 1985 — 1989
BBA, Finance & Economics
Framingham South High School 1981 — 1985
Tim Knox Tim Knox's Fidelity Investments Experience January 2007 - July 2007
Job Associate at Olshan Frome Wolosky LLP
Industry Law Practice
Experience
Olshan Frome Wolosky LLP July 2014 - Present
Kirkland & Ellis LLP May 2012 - July 2014
Dewey & LeBoeuf LLP January 2012 - May 2012
Lawyers Alliance for New York September 2010 - September 2011
Dewey & LeBoeuf LLP June 2009 - August 2009
Fidelity Investments January 2007 - July 2007
Beacon Hill Institute May 2006 - December 2006
Boston Public Health Commission May 2006 - September 2006
Looney & Grossman LLP October 2005 - April 2006
Education
University of Virginia School of Law 2007 — 2010
J.D., Law
Suffolk University 2003 — 2007
B.S., Economics (magna cum laude)
Olshan Frome Wolosky LLP July 2014 - Present
Kirkland & Ellis LLP May 2012 - July 2014
Dewey & LeBoeuf LLP January 2012 - May 2012
Lawyers Alliance for New York September 2010 - September 2011
Dewey & LeBoeuf LLP June 2009 - August 2009
Fidelity Investments January 2007 - July 2007
Beacon Hill Institute May 2006 - December 2006
Boston Public Health Commission May 2006 - September 2006
Looney & Grossman LLP October 2005 - April 2006
Education
University of Virginia School of Law 2007 — 2010
J.D., Law
Suffolk University 2003 — 2007
B.S., Economics (magna cum laude)
John Phinney's Fidelity Investments Experience 1994 - 1996
Job Chairman and CoPresident Convergence, Inc
Industry Financial Services
Experience
SymbolicIO May 2013 - May 2014
Apollo Global Management LLC March 2008 - March 2013
The Rohatyn Group 2004 - 2008
JPMorgan Chase 1983 - 2004
Fidelity Investments 1994 - 1996
Wolfe & Company, CPAs 1981 - 1983
Skills
Investment Operations, Enterprise Risk..., Information Technology, Fund Accounting, Asset Management, Valuation, Hedge Fund Structure &..., Risk Management, Capital Markets, Private Equity Fund..., Operations & Risk..., Benchmarking, Hedge Funds, Asset Managment, Private Equity, Investment Banking, Investments, Strategy, Strategic Planning, Portfolio Management, Alternative Investments, Finance, Trading, Financial Risk, Mutual Funds, Emerging Markets, Restructuring, Banking, Mergers & Acquisitions, Fixed Income, Operational Risk, Financial Modeling, Equities, Due Diligence, Financial Services, Derivatives, Securities, Auditing, Analysis, Accounting, Bloomberg, Financial Markets, Investor Relations, Corporate Finance, Options, Venture Capital, Financial Structuring, Bonds, Commodity, Structured Finance
Education
Suffolk University - Sawyer School of Management 1977 — 1981
BSBA, Accounting, Cum Laude
United States Marine Corps
Officer Candidate School, Platoon Leaders Course
Northeastern University 1976 — 1977
NA, Criminal Justice
SymbolicIO May 2013 - May 2014
Apollo Global Management LLC March 2008 - March 2013
The Rohatyn Group 2004 - 2008
JPMorgan Chase 1983 - 2004
Fidelity Investments 1994 - 1996
Wolfe & Company, CPAs 1981 - 1983
Skills
Investment Operations, Enterprise Risk..., Information Technology, Fund Accounting, Asset Management, Valuation, Hedge Fund Structure &..., Risk Management, Capital Markets, Private Equity Fund..., Operations & Risk..., Benchmarking, Hedge Funds, Asset Managment, Private Equity, Investment Banking, Investments, Strategy, Strategic Planning, Portfolio Management, Alternative Investments, Finance, Trading, Financial Risk, Mutual Funds, Emerging Markets, Restructuring, Banking, Mergers & Acquisitions, Fixed Income, Operational Risk, Financial Modeling, Equities, Due Diligence, Financial Services, Derivatives, Securities, Auditing, Analysis, Accounting, Bloomberg, Financial Markets, Investor Relations, Corporate Finance, Options, Venture Capital, Financial Structuring, Bonds, Commodity, Structured Finance
Education
Suffolk University - Sawyer School of Management 1977 — 1981
BSBA, Accounting, Cum Laude
United States Marine Corps
Officer Candidate School, Platoon Leaders Course
Northeastern University 1976 — 1977
NA, Criminal Justice
Oluwaseun Akapo Oluwaseun Akapo's Fidelity Investments Experience July 2013 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments January 2013 - June 2013
Suffolk University September 2010 - December 2012
International Christian School of Benin January 2008 - July 2008
Skills
Public Speaking, Microsoft Office, Research, Microsoft Excel, Access, Microsoft Word, English, Customer Service, MS Project, Analysis, Leadership, HTML, Budgets, Time Management, Financial Analysis, Outlook, PowerPoint, Teamwork, Market Research, Data Analysis, Operations Management, Project Management, Product Management, SQL
Education
Suffolk University 2008 — 2012
B.S., Accounting and Information Systems & Operations Management
Suffolk University - Sawyer School of Management 2008 — 2012
BS/BA Information Systems & Operations Managment, BS/BA Accounting (Minor)
Fidelity Investments July 2013 - Present
Fidelity Investments January 2013 - June 2013
Suffolk University September 2010 - December 2012
International Christian School of Benin January 2008 - July 2008
Skills
Public Speaking, Microsoft Office, Research, Microsoft Excel, Access, Microsoft Word, English, Customer Service, MS Project, Analysis, Leadership, HTML, Budgets, Time Management, Financial Analysis, Outlook, PowerPoint, Teamwork, Market Research, Data Analysis, Operations Management, Project Management, Product Management, SQL
Education
Suffolk University 2008 — 2012
B.S., Accounting and Information Systems & Operations Management
Suffolk University - Sawyer School of Management 2008 — 2012
BS/BA Information Systems & Operations Managment, BS/BA Accounting (Minor)
Teresa Coffey-Gordon Teresa Coffey-Gordon's Fidelity Investments Experience September 1996 - February 2006
Job Judge at MassChallenge
Industry Marketing and Advertising
Experience
MassChallenge March 2015 - Present
The Coffey Exchange January 2015 - Present
Millennium Partners Sports Club Management February 2011 - October 2014
Millennium Partners Sports Club Management LLC February 2006 - February 2011
Fidelity Investments September 1996 - February 2006
Ernst & Young 1993 - 1996
NEBS 1986 - 1993
Kendall Square Associates 1985 - 1986
Skills
Marketing, Business Strategy, Strategic Partnerships, Public Relations, New Business Development, Social Media, Marketing Communications, Email Marketing, Online Advertising, Market Research, Start-ups, Advertising, Product Development, Project Management, Sales Management, Social Networking, Strategic Planning, Management, Negotiation, Business Development, Strategy, Competitive Analysis, Analytics, Online Marketing, Brand Development, Entrepreneurship, CRM, Leadership, Digital Marketing, Marketing Strategy, Social Media Marketing, Direct Marketing
Education
Suffolk University - Sawyer Business School
MBA
MassChallenge March 2015 - Present
The Coffey Exchange January 2015 - Present
Millennium Partners Sports Club Management February 2011 - October 2014
Millennium Partners Sports Club Management LLC February 2006 - February 2011
Fidelity Investments September 1996 - February 2006
Ernst & Young 1993 - 1996
NEBS 1986 - 1993
Kendall Square Associates 1985 - 1986
Skills
Marketing, Business Strategy, Strategic Partnerships, Public Relations, New Business Development, Social Media, Marketing Communications, Email Marketing, Online Advertising, Market Research, Start-ups, Advertising, Product Development, Project Management, Sales Management, Social Networking, Strategic Planning, Management, Negotiation, Business Development, Strategy, Competitive Analysis, Analytics, Online Marketing, Brand Development, Entrepreneurship, CRM, Leadership, Digital Marketing, Marketing Strategy, Social Media Marketing, Direct Marketing
Education
Suffolk University - Sawyer Business School
MBA
Pam Burton Pam Burton's Fidelity Investments Experience March 2000 - March 2005
Job Associate Vice President, Organizational Development and Learning
Industry Human Resources
Experience
Hologic March 2008 - Present
The Hanover Insurance Group August 2005 - December 2007
Fidelity Investments March 2000 - March 2005
Avid Technology July 1997 - December 1999
Zurich Scudder Investments September 1992 - March 1997
Wang Laboratories August 1983 - September 1992
Skills
Change Management, Deferred Compensation, Process Improvement, Leadership Development, Needs Analysis, Recruiting, Cross-functional Team..., Organizational..., Performance Management, Employee Relations, Instructional Design, Organizational Design, Benefits Administration, Employee Engagement, Performance Consulting, Leadership, Medical Devices, Talent Acquisition, Onboarding, HRIS, Executive Coaching, Organizational..., Talent Management, Management Development, Management Consulting, Applicant Tracking..., Program Management, Workforce Planning, Succession Planning, Training, Human Resources, Coaching
Education
University of Maine 1980 — 1982
MA, Organizational Communication
Suffolk University 1976 — 1980
BS, Communication and Speech
Hologic March 2008 - Present
The Hanover Insurance Group August 2005 - December 2007
Fidelity Investments March 2000 - March 2005
Avid Technology July 1997 - December 1999
Zurich Scudder Investments September 1992 - March 1997
Wang Laboratories August 1983 - September 1992
Skills
Change Management, Deferred Compensation, Process Improvement, Leadership Development, Needs Analysis, Recruiting, Cross-functional Team..., Organizational..., Performance Management, Employee Relations, Instructional Design, Organizational Design, Benefits Administration, Employee Engagement, Performance Consulting, Leadership, Medical Devices, Talent Acquisition, Onboarding, HRIS, Executive Coaching, Organizational..., Talent Management, Management Development, Management Consulting, Applicant Tracking..., Program Management, Workforce Planning, Succession Planning, Training, Human Resources, Coaching
Education
University of Maine 1980 — 1982
MA, Organizational Communication
Suffolk University 1976 — 1980
BS, Communication and Speech
Teresa Morabito Moran Teresa Morabito Moran's Fidelity Investments Experience 2001 - 2004
Job Business Consultant
Industry Real Estate
Experience
Keller Williams Realty 2010 - Present
Colonial Gardens Retirement Community 2011 - 2012
Bank of New York Mellon 2009 - 2009
State Street Global Advisors 2007 - 2008
Mass Financial Services 2006 - 2006
State of Massachusetts 2005 - 2006
Fidelity Investments 2001 - 2004
Skills
First Time Home Buyers, Real Estate, Sellers, Buyer Representation, Property, Business Analysis, QA Software Testing, QA Engineering, Marketing, Management, Seniors, Single Family Homes, New Home Sales, Condos, Real Estate Development, Sales, Requirements Gathering, Testing, Financial Services, Healthcare, Agile Methodologies, SDLC, Software Development, User Acceptance Testing
Education
Suffolk University 1976 — 1978
BSBA, Business
Bunker Hill Community College 1974 — 1976
Associate of Science (AS), Business Administration and Management, General
Keller Williams Realty 2010 - Present
Colonial Gardens Retirement Community 2011 - 2012
Bank of New York Mellon 2009 - 2009
State Street Global Advisors 2007 - 2008
Mass Financial Services 2006 - 2006
State of Massachusetts 2005 - 2006
Fidelity Investments 2001 - 2004
Skills
First Time Home Buyers, Real Estate, Sellers, Buyer Representation, Property, Business Analysis, QA Software Testing, QA Engineering, Marketing, Management, Seniors, Single Family Homes, New Home Sales, Condos, Real Estate Development, Sales, Requirements Gathering, Testing, Financial Services, Healthcare, Agile Methodologies, SDLC, Software Development, User Acceptance Testing
Education
Suffolk University 1976 — 1978
BSBA, Business
Bunker Hill Community College 1974 — 1976
Associate of Science (AS), Business Administration and Management, General
Bill Beaulieu Bill Beaulieu's Fidelity Investments Experience 1994 - 1999
Job Managing Director at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group August 2004 - Present
GainsKeeper 1999 - 2004
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Hedge Funds, Process Engineering, Back Office, Middle Office, Benchmarking, Alternative Investments, Asset Management, Risk Management, Strategic Planning, Process Improvement, Management Consulting, Costing, ETFs, Financial Analysis, Business Analysis, Business Process..., Portfolio Management, Strategy, Fund Administration, Valuation
Education
Suffolk University - Sawyer School of Management 1995 — 1998
Masters in Finance
University of New Hampshire 1990 — 1994
BS, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
Business Administration, Accounting, Economics
Nashua High 1986 — 1990
Beacon Consulting Group August 2004 - Present
GainsKeeper 1999 - 2004
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Hedge Funds, Process Engineering, Back Office, Middle Office, Benchmarking, Alternative Investments, Asset Management, Risk Management, Strategic Planning, Process Improvement, Management Consulting, Costing, ETFs, Financial Analysis, Business Analysis, Business Process..., Portfolio Management, Strategy, Fund Administration, Valuation
Education
Suffolk University - Sawyer School of Management 1995 — 1998
Masters in Finance
University of New Hampshire 1990 — 1994
BS, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
Business Administration, Accounting, Economics
Nashua High 1986 — 1990
Richard Engler Jr., CPA Richard Engler Jr., CPA's Fidelity Investments Experience July 2005 - August 2005
Job Staff Accountant at Bigelow & Company CPA, P.C.
Industry Accounting
Experience
Bigelow & Company CPA, P.C. January 2012 - Present
Northeast Rehabilitation Health Network May 2011 - September 2011
New England Orbital Services June 2010 - January 2011
Bottomline Technologies September 2009 - May 2010
Fidelity Investments July 2005 - August 2005
Skills
Accounting, QuickBooks, Auditing, Financial Reporting, Microsoft Excel, Tax Preparation, Microsoft Office, Revenue Recognition, Microsoft Word, Account Reconciliation, Fixed Assets, Peachtree, Access, US GAAP, Internal Controls
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Master of Science, Accounting
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2010
Bachelor of Science, Accounting and Finance
Suffolk University - Sawyer Business School 2006 — 2007
Business Administration
Bigelow & Company CPA, P.C. January 2012 - Present
Northeast Rehabilitation Health Network May 2011 - September 2011
New England Orbital Services June 2010 - January 2011
Bottomline Technologies September 2009 - May 2010
Fidelity Investments July 2005 - August 2005
Skills
Accounting, QuickBooks, Auditing, Financial Reporting, Microsoft Excel, Tax Preparation, Microsoft Office, Revenue Recognition, Microsoft Word, Account Reconciliation, Fixed Assets, Peachtree, Access, US GAAP, Internal Controls
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Master of Science, Accounting
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2010
Bachelor of Science, Accounting and Finance
Suffolk University - Sawyer Business School 2006 — 2007
Business Administration
Daniel Vildoso Daniel Vildoso's Fidelity Investments Experience May 2014 - Present
Job Sr. Fund Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2014 - Present
MetLife - Investment Strategies Group September 2007 - May 2014
Gately Benefit Group May 2005 - August 2007
Aviva Life Insurance July 2004 - April 2005
Fotografia Valck August 2001 - July 2002
Skills
Asset Allocation, Investment Strategies, Investments, Securities, Insurance, Analysis, Financial Modeling, Portfolio Management, Bloomberg, Valuation, Equities, Asset Managment, Due Diligence, Corporate Finance, Asset Management, Alternative Investments, Bonds, Strategic Financial..., Equity Research, Finance, Business Valuation, Fixed Income, Hedge Funds, Financial Analysis
Education
Suffolk University - Sawyer Business School 2002 — 2004
MSF, Finance
Universidad Adolfo Ibáñez 2000 — 2001
Commercial Engineer, Finance & Marketing
Universidad Adolfo Ibáñez 1996 — 2000
Bachelor, Business Administration
Fidelity Investments May 2014 - Present
MetLife - Investment Strategies Group September 2007 - May 2014
Gately Benefit Group May 2005 - August 2007
Aviva Life Insurance July 2004 - April 2005
Fotografia Valck August 2001 - July 2002
Skills
Asset Allocation, Investment Strategies, Investments, Securities, Insurance, Analysis, Financial Modeling, Portfolio Management, Bloomberg, Valuation, Equities, Asset Managment, Due Diligence, Corporate Finance, Asset Management, Alternative Investments, Bonds, Strategic Financial..., Equity Research, Finance, Business Valuation, Fixed Income, Hedge Funds, Financial Analysis
Education
Suffolk University - Sawyer Business School 2002 — 2004
MSF, Finance
Universidad Adolfo Ibáñez 2000 — 2001
Commercial Engineer, Finance & Marketing
Universidad Adolfo Ibáñez 1996 — 2000
Bachelor, Business Administration
Melissa Boyle Melissa Boyle's Fidelity Investments Experience May 2007 - February 2009
Job Client Relations Manager at Vaillancourt & Pescatore Financial Group, LLC
Industry Financial Services
Experience
Vaillancourt & Pescatore Financial Group, LLC July 2014 - Present
Endurance International Group June 2012 - July 2014
Enterprise Bank (Enterprise Bancorp) February 2011 - June 2012
Eagle Investment Systems July 2009 - February 2011
Fidelity Investments May 2007 - February 2009
Fidelity Investments July 2006 - May 2007
Fidelity Investments January 2005 - June 2006
Fidelity Investments August 2003 - December 2004
Vitale Caturano & Co. January 2002 - July 2003
Vaillancourt & Co. September 1997 - December 2001
Skills
Accounting, Account Reconciliation, Analysis, Auditing, Banking, Bloomberg, Customer Service, Finance, Financial Analysis, Financial Services, Fund Accounting, General Ledger, Great Plains Software, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Microsoft Word, Quality Assurance, QuickBooks, Regression Testing, Relationship Management, SEC filings, Ultra Tax, US GAAP, User Acceptance Testing, Variance Analysis
Education
Suffolk University - Sawyer School of Management 2004 — 2006
Master of Business Administration (MBA)
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Science in Business Administration (BSBA), Accounting & MIS
Dracut High School 1993 — 1997
Diploma
Vaillancourt & Pescatore Financial Group, LLC July 2014 - Present
Endurance International Group June 2012 - July 2014
Enterprise Bank (Enterprise Bancorp) February 2011 - June 2012
Eagle Investment Systems July 2009 - February 2011
Fidelity Investments May 2007 - February 2009
Fidelity Investments July 2006 - May 2007
Fidelity Investments January 2005 - June 2006
Fidelity Investments August 2003 - December 2004
Vitale Caturano & Co. January 2002 - July 2003
Vaillancourt & Co. September 1997 - December 2001
Skills
Accounting, Account Reconciliation, Analysis, Auditing, Banking, Bloomberg, Customer Service, Finance, Financial Analysis, Financial Services, Fund Accounting, General Ledger, Great Plains Software, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Microsoft Word, Quality Assurance, QuickBooks, Regression Testing, Relationship Management, SEC filings, Ultra Tax, US GAAP, User Acceptance Testing, Variance Analysis
Education
Suffolk University - Sawyer School of Management 2004 — 2006
Master of Business Administration (MBA)
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Science in Business Administration (BSBA), Accounting & MIS
Dracut High School 1993 — 1997
Diploma
Drew McArdle, CPA's Fidelity Investments Experience May 2010 - May 2011
Job Senior Associate at KPMG LLP
Industry Financial Services
Experience
KPMG LLP October 2012 - Present
80' Motor Yacht June 2005 - Present
Fidelity Investments May 2010 - May 2011
KPMG January 2011 - March 2011
Mar-Lees Seafood, LLC May 2009 - July 2009
Skills
GAAP, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Internal Controls
Education
Suffolk University - Sawyer School of Management
MSA, Accounting
Suffolk University - Sawyer School of Management 2006 — 2010
BSBA, Accounting and Finance
KPMG LLP October 2012 - Present
80' Motor Yacht June 2005 - Present
Fidelity Investments May 2010 - May 2011
KPMG January 2011 - March 2011
Mar-Lees Seafood, LLC May 2009 - July 2009
Skills
GAAP, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Internal Controls
Education
Suffolk University - Sawyer School of Management
MSA, Accounting
Suffolk University - Sawyer School of Management 2006 — 2010
BSBA, Accounting and Finance
Remy Carpinito Remy Carpinito's Fidelity Investments Experience May 2012 - August 2012
Job CEO at CampusTap
Industry Computer Software
Experience
CampusTap May 2012 - Present
RemTech Consulting September 2009 - June 2013
Fidelity Investments May 2012 - August 2012
Network Coverage LLC December 2009 - August 2010
Circuit City October 2006 - March 2009
Skills
Entrepreneurship, Databases, Mobile Applications, Leadership, SQL, Mobile Technology, Networking, Troubleshooting, Product Development, Direct Sales, Educational Technology, Computer Hardware, CSS, JavaScript, Product Innovation, HTML, Computer Security, Small Business, Technology Integration, Technology Evaluation, Windows, Mobile Software, Technology Transfer, Technology..., Computer Repair, Computer Architecture, Computer Maintenance, Software Consulting, Entrepreneurial Skills, Entrepreneurial..., Mobile Solutions
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Entrepreneurship and Information Systems
CampusTap May 2012 - Present
RemTech Consulting September 2009 - June 2013
Fidelity Investments May 2012 - August 2012
Network Coverage LLC December 2009 - August 2010
Circuit City October 2006 - March 2009
Skills
Entrepreneurship, Databases, Mobile Applications, Leadership, SQL, Mobile Technology, Networking, Troubleshooting, Product Development, Direct Sales, Educational Technology, Computer Hardware, CSS, JavaScript, Product Innovation, HTML, Computer Security, Small Business, Technology Integration, Technology Evaluation, Windows, Mobile Software, Technology Transfer, Technology..., Computer Repair, Computer Architecture, Computer Maintenance, Software Consulting, Entrepreneurial Skills, Entrepreneurial..., Mobile Solutions
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Entrepreneurship and Information Systems
Rachel DiSessa Rachel DiSessa's Fidelity Investments Experience August 2013 - Present
Job Senior Executive Assistant at Fidelity Investments
Industry Events Services
Experience
Fidelity Investments August 2013 - Present
BostonCoach August 2011 - June 2013
Lancer Contracting January 2010 - August 2011
Skills
Customer Service, Event Management, Office Management, Salesforce.com, Event Planning, Outlook, Account Management, Travel Management, Logistics, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, Executive Calendar..., Microsoft Office, Accounts Receivable, Invoicing, Administrative..., Time Management, Spreadsheets, Administration, Process Scheduler, Access, Customer Satisfaction, Management, Administrative...
Education
Suffolk University - Sawyer School of Management 2006 — 2010
BS, Marketing
Medford High
Fidelity Investments August 2013 - Present
BostonCoach August 2011 - June 2013
Lancer Contracting January 2010 - August 2011
Skills
Customer Service, Event Management, Office Management, Salesforce.com, Event Planning, Outlook, Account Management, Travel Management, Logistics, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, Executive Calendar..., Microsoft Office, Accounts Receivable, Invoicing, Administrative..., Time Management, Spreadsheets, Administration, Process Scheduler, Access, Customer Satisfaction, Management, Administrative...
Education
Suffolk University - Sawyer School of Management 2006 — 2010
BS, Marketing
Medford High
Larry Jonas Larry Jonas's Fidelity Investments Experience January 2004 - April 2004
Job Vendor Risk Manager at Santander Bank, N.A.
Industry Security and Investigations
Experience
Santander Bank, N.A. November 2014 - Present
Dunkin' Brands May 2013 - June 2014
Iron Mountain January 2008 - May 2013
Dunkin' Brands April 2004 - January 2008
Fidelity Investments January 2004 - April 2004
Fidelity Investments October 1997 - January 2004
Fidelity Investments August 1993 - October 1997
New York Islanders November 1992 - June 1993
Skills
Risk Assessment, Risk Management, Fraud, Security, Background Checks, Leadership, Corporate Security, Investigation, AML, Due Diligence, Security Management, Security Audits, Financial Risk, Private Investigations, Loss Prevention, Strategic Planning, Program Management, Internal Investigations, Process Improvement, Criminal Investigations, Human Resources, Internal Audit, Litigation Support, Anti Money Laundering, Crisis Management, Vendor Risk
Education
Suffolk University - Sawyer School of Management
MBA, Business
University of Massachusetts, Amherst
BS, Sport Management
Santander Bank, N.A. November 2014 - Present
Dunkin' Brands May 2013 - June 2014
Iron Mountain January 2008 - May 2013
Dunkin' Brands April 2004 - January 2008
Fidelity Investments January 2004 - April 2004
Fidelity Investments October 1997 - January 2004
Fidelity Investments August 1993 - October 1997
New York Islanders November 1992 - June 1993
Skills
Risk Assessment, Risk Management, Fraud, Security, Background Checks, Leadership, Corporate Security, Investigation, AML, Due Diligence, Security Management, Security Audits, Financial Risk, Private Investigations, Loss Prevention, Strategic Planning, Program Management, Internal Investigations, Process Improvement, Criminal Investigations, Human Resources, Internal Audit, Litigation Support, Anti Money Laundering, Crisis Management, Vendor Risk
Education
Suffolk University - Sawyer School of Management
MBA, Business
University of Massachusetts, Amherst
BS, Sport Management
David Koplan David Koplan's Fidelity Investments Experience December 1993 - September 1999
Job Partner at The Coupon Book
Industry Marketing and Advertising
Experience
The Coupon Book November 2014 - Present
Eli & Bessie Cohen Camps, Camp Tel Noar 2013 - Present
Henry Elliott & Company, Inc September 2010 - November 2014
Community Business Network, LLC. January 2009 - October 2010
State Street March 2001 - December 2008
ZEFER September 1999 - February 2001
Fidelity Investments December 1993 - September 1999
Shearson-Lehman Brothers, Inc. June 1992 - December 1993
Skills
Project Management, Business Planning, Relationship Management, Healthcare Information..., CRM, Cross-functional Team..., Competitive Analysis, Product Management, Business Development, Business Strategy, Management, Healthcare, Strategy
Education
Suffolk University - Sawyer School of Management 1996 — 1998
Executive MBA, Business Administration
University of Massachusetts, Amherst 1988 — 1992
Economics
The Coupon Book November 2014 - Present
Eli & Bessie Cohen Camps, Camp Tel Noar 2013 - Present
Henry Elliott & Company, Inc September 2010 - November 2014
Community Business Network, LLC. January 2009 - October 2010
State Street March 2001 - December 2008
ZEFER September 1999 - February 2001
Fidelity Investments December 1993 - September 1999
Shearson-Lehman Brothers, Inc. June 1992 - December 1993
Skills
Project Management, Business Planning, Relationship Management, Healthcare Information..., CRM, Cross-functional Team..., Competitive Analysis, Product Management, Business Development, Business Strategy, Management, Healthcare, Strategy
Education
Suffolk University - Sawyer School of Management 1996 — 1998
Executive MBA, Business Administration
University of Massachusetts, Amherst 1988 — 1992
Economics
Amy Chamberlain Amy Chamberlain's Fidelity Investments Experience June 2011 - August 2012
Job Assurance Associate at McGladrey LLP
Industry Accounting
Experience
Fidelity Investments June 2011 - August 2012
Hertz Local Edition June 2010 - August 2010
Skills
Account Reconciliation
Education
Suffolk University - Sawyer School of Management 2008 — 2012
Bachelor of Science, Accounting
Fidelity Investments June 2011 - August 2012
Hertz Local Edition June 2010 - August 2010
Skills
Account Reconciliation
Education
Suffolk University - Sawyer School of Management 2008 — 2012
Bachelor of Science, Accounting
Camille Nagle Murphy Camille Nagle Murphy's Fidelity Investments Experience June 1986 - August 1989
Job Licensed Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate February 2015 - Present
Hammond Residential September 2011 - Present
Ambrose Elementary School September 2004 - Present
Winchester Hospital/Wnton Club May 1995 - Present
RE/MAX Luxury Living January 2011 - September 2011
Shanahan Real Estate Group July 2008 - December 2010
Pfizer August 1989 - March 1999
Pfizer 1989 - 1999
Fidelity Investments June 1986 - August 1989
Bain and Company 1983 - 1986
Skills
Selling, Real Estate Transactions, Marketing, Real Estate, Sales, Marketing Communications, Pharmaceutical Sales, Negotiation, Marketing Strategy, Strategic Planning, Contract Negotiation, Market Research, Team Building, Real Estate Negotiation, Consultative Selling, Real Estate Staging
Education
Suffolk University - Sawyer Business School 1982 — 1986
BSBA, Marketing
St. Clement High School 1979 — 1982
William Raveis Real Estate February 2015 - Present
Hammond Residential September 2011 - Present
Ambrose Elementary School September 2004 - Present
Winchester Hospital/Wnton Club May 1995 - Present
RE/MAX Luxury Living January 2011 - September 2011
Shanahan Real Estate Group July 2008 - December 2010
Pfizer August 1989 - March 1999
Pfizer 1989 - 1999
Fidelity Investments June 1986 - August 1989
Bain and Company 1983 - 1986
Skills
Selling, Real Estate Transactions, Marketing, Real Estate, Sales, Marketing Communications, Pharmaceutical Sales, Negotiation, Marketing Strategy, Strategic Planning, Contract Negotiation, Market Research, Team Building, Real Estate Negotiation, Consultative Selling, Real Estate Staging
Education
Suffolk University - Sawyer Business School 1982 — 1986
BSBA, Marketing
St. Clement High School 1979 — 1982
Paula Zambello Serafino Paula Zambello Serafino's Fidelity Investments Experience May 1996 - October 1997
Job VP, Media Director at CTP
Industry Marketing and Advertising
Experience
CTP November 2012 - Present
Mechanica June 2012 - November 2012
The VIA Agency September 2011 - April 2012
Media Contacts March 2011 - September 2011
The VIA Group March 2010 - March 2011
The VIA Group October 2005 - March 2010
Mullen June 2003 - October 2004
Digitas May 1999 - September 2002
Wickersham, Hunt, Schwantner October 1997 - May 1999
Fidelity Investments May 1996 - October 1997
Skills
SEM, SEO, Email Marketing, Social Media, Mobile, Analytics, Optimization, Online Marketing, Direct Mail, PPC, Buying, Web Analytics, Google Adwords, Google Analytics, Online Advertising, Direct Marketing, Facebook, Negotiation, Mobile Devices, Media Planning, Advertising, Digital Strategy, Lead Generation, Digital Marketing, Digital Media, Integrated Marketing, Social Media Marketing
Education
Suffolk University - Sawyer Business School
Yes, Marketing
Winthrop High School
CTP November 2012 - Present
Mechanica June 2012 - November 2012
The VIA Agency September 2011 - April 2012
Media Contacts March 2011 - September 2011
The VIA Group March 2010 - March 2011
The VIA Group October 2005 - March 2010
Mullen June 2003 - October 2004
Digitas May 1999 - September 2002
Wickersham, Hunt, Schwantner October 1997 - May 1999
Fidelity Investments May 1996 - October 1997
Skills
SEM, SEO, Email Marketing, Social Media, Mobile, Analytics, Optimization, Online Marketing, Direct Mail, PPC, Buying, Web Analytics, Google Adwords, Google Analytics, Online Advertising, Direct Marketing, Facebook, Negotiation, Mobile Devices, Media Planning, Advertising, Digital Strategy, Lead Generation, Digital Marketing, Digital Media, Integrated Marketing, Social Media Marketing
Education
Suffolk University - Sawyer Business School
Yes, Marketing
Winthrop High School
Stephen Scrivener Stephen Scrivener's Fidelity Investments Experience February 2014 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments May 2013 - February 2014
Nor'easter News September 2009 - May 2013
University of New England August 2009 - May 2013
Portland Pirates November 2012 - February 2013
Education
Suffolk University 2014 — 2016
CFP
University of New England 2009 — 2013
B.A., Business Administration
Fidelity Investments February 2014 - Present
Fidelity Investments May 2013 - February 2014
Nor'easter News September 2009 - May 2013
University of New England August 2009 - May 2013
Portland Pirates November 2012 - February 2013
Education
Suffolk University 2014 — 2016
CFP
University of New England 2009 — 2013
B.A., Business Administration
Nora Hamdeh Khalil's Fidelity Investments Experience July 2011 - April 2014
Job Quality Assurance Analyst at Maersk Line
Industry Information Technology and Services
Experience
Maersk Line April 2014 - Present
Fidelity Investments July 2011 - April 2014
American Well November 2010 - May 2011
Tingis Travel, Inc. May 2010 - November 2010
Skills
Facebook, Social Media, Advertising, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, SQL, Agile Methodologies, Windows, Access, Team Leadership, Java, Outlook, Project Management, Management, Visio, HTML, Quality Center, Organization, Public Speaking, QA Engineering, Public Relations, Unix, Event Planning, HP Quality Center
Education
Suffolk University - Sawyer Business School 2008 — 2011
Bachelors, Global Business and Information Systems
Maersk Line April 2014 - Present
Fidelity Investments July 2011 - April 2014
American Well November 2010 - May 2011
Tingis Travel, Inc. May 2010 - November 2010
Skills
Facebook, Social Media, Advertising, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, SQL, Agile Methodologies, Windows, Access, Team Leadership, Java, Outlook, Project Management, Management, Visio, HTML, Quality Center, Organization, Public Speaking, QA Engineering, Public Relations, Unix, Event Planning, HP Quality Center
Education
Suffolk University - Sawyer Business School 2008 — 2011
Bachelors, Global Business and Information Systems
Kevin M. Keefe, CFA's Fidelity Investments Experience 1998 - 2000
Job President and CEO, First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc. May 2014 - Present
AIG Advisor Group November 2010 - March 2014
FUSE Research Network March 2009 - November 2010
LPL Financial July 2004 - March 2009
BISYS January 2003 - June 2004
Financial Research Corporation (FRC), a BISYS Company October 2000 - January 2003
Mutualfunds.com 2000 - 2000
Fidelity Investments 1998 - 2000
New England Financial June 1993 - June 1998
Pioneer Investments February 1987 - August 1990
Skills
Wealth Management, Investments, Mutual Funds, Asset Managment, ETFs, Investment Advisory, Portfolio Management, Retirement Planning, Business Planning, Equities, Asset Management, Leadership, Strategy, Retirement, Strategic Financial..., Investment Strategies, CRM, Securities, Due Diligence, Wealth Management..., Relationship Management, Alternative Investments, Business Development, Series 63, Financial Advisory, Financial Services, Asset Allocation, Series 7, Financial Risk, Finance, Investment Management, Hedge Funds, Fixed Income, Series 24, Wealth, FINRA, Series 65, Uniform Combined State..., Bonds, Financial Markets, 401k, Separately Managed..., Financial Planning
Education
Suffolk University - Sawyer Business School
First Allied Securities, Inc. May 2014 - Present
AIG Advisor Group November 2010 - March 2014
FUSE Research Network March 2009 - November 2010
LPL Financial July 2004 - March 2009
BISYS January 2003 - June 2004
Financial Research Corporation (FRC), a BISYS Company October 2000 - January 2003
Mutualfunds.com 2000 - 2000
Fidelity Investments 1998 - 2000
New England Financial June 1993 - June 1998
Pioneer Investments February 1987 - August 1990
Skills
Wealth Management, Investments, Mutual Funds, Asset Managment, ETFs, Investment Advisory, Portfolio Management, Retirement Planning, Business Planning, Equities, Asset Management, Leadership, Strategy, Retirement, Strategic Financial..., Investment Strategies, CRM, Securities, Due Diligence, Wealth Management..., Relationship Management, Alternative Investments, Business Development, Series 63, Financial Advisory, Financial Services, Asset Allocation, Series 7, Financial Risk, Finance, Investment Management, Hedge Funds, Fixed Income, Series 24, Wealth, FINRA, Series 65, Uniform Combined State..., Bonds, Financial Markets, 401k, Separately Managed..., Financial Planning
Education
Suffolk University - Sawyer Business School
Vijay Vaswani's Fidelity Investments Experience 2012 - December 2013
Job
Industry Financial Services
Experience
Fidelity Investments 2012 - December 2013
Fidelity Investments 2008 - 2011
Fidelity India January 2006 - December 2007
Fidelity Investments July 2002 - December 2006
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1996 - 1998
Skills
Corporate FP&A, Budget Process, Activity Based..., Project Management, Financial Analysis, Outsourcing, Offshoring, Customer Profitability, Transfer Agency, Financial Systems, Oracle Financial, Decision Support, Coaching, Global Operations, Hyperion Enterprise, Essbase, Brio Reports, Microsoft Office, Budgetary Control, Consolidated Reporting, Analysis, Financial Modeling, Management, Process Improvement, Risk Management, Hyperion, Strategic Financial..., Corporate Finance, Finance, Financial Planning, Leadership, Strategy
Education
Suffolk University - Sawyer School of Management 1994 — 1997
MSF, Finance
University of Mumbai 1987 — 1992
B. Com, Accounting and Commerce, Jai Hind College
Fidelity Investments 2012 - December 2013
Fidelity Investments 2008 - 2011
Fidelity India January 2006 - December 2007
Fidelity Investments July 2002 - December 2006
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1996 - 1998
Skills
Corporate FP&A, Budget Process, Activity Based..., Project Management, Financial Analysis, Outsourcing, Offshoring, Customer Profitability, Transfer Agency, Financial Systems, Oracle Financial, Decision Support, Coaching, Global Operations, Hyperion Enterprise, Essbase, Brio Reports, Microsoft Office, Budgetary Control, Consolidated Reporting, Analysis, Financial Modeling, Management, Process Improvement, Risk Management, Hyperion, Strategic Financial..., Corporate Finance, Finance, Financial Planning, Leadership, Strategy
Education
Suffolk University - Sawyer School of Management 1994 — 1997
MSF, Finance
University of Mumbai 1987 — 1992
B. Com, Accounting and Commerce, Jai Hind College
Courtney Stenstrom Courtney Stenstrom's Fidelity Investments Experience January 2010 - February 2012
Job Account Manager at Stop Loss Insurance Brokers, Inc.
Industry Insurance
Experience
Stop Loss Insurance Brokers, Inc. March 2015 - Present
Blue Cross Blue Shield of Massachusetts February 2012 - March 2015
Fidelity Investments January 2010 - February 2012
Fidelity Investments July 2007 - December 2009
Fidelity Investments October 2006 - July 2007
Marsh & McLennan Companies, Inc October 2005 - September 2006
Skills
Financial Risk, Due Diligence, Risk Management, Compliance, Mutual Funds, Business Continuity, AML, Asset Management, Portfolio Management, Fraud, Fixed Income, Securities, Security, Vendor Management, Management, Leadership, Auditing, Financial Services
Education
Suffolk University - Sawyer Business School 2001 — 2005
Bachelor of Business Administration (B.B.A.), Public Administration
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelor of Science, Business Administration
Stop Loss Insurance Brokers, Inc. March 2015 - Present
Blue Cross Blue Shield of Massachusetts February 2012 - March 2015
Fidelity Investments January 2010 - February 2012
Fidelity Investments July 2007 - December 2009
Fidelity Investments October 2006 - July 2007
Marsh & McLennan Companies, Inc October 2005 - September 2006
Skills
Financial Risk, Due Diligence, Risk Management, Compliance, Mutual Funds, Business Continuity, AML, Asset Management, Portfolio Management, Fraud, Fixed Income, Securities, Security, Vendor Management, Management, Leadership, Auditing, Financial Services
Education
Suffolk University - Sawyer Business School 2001 — 2005
Bachelor of Business Administration (B.B.A.), Public Administration
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelor of Science, Business Administration
Wendy Shuck Wendy Shuck's Fidelity Investments Experience May 2014 - Present
Job Vice President Fidelity Investments Workforce Planning
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments June 2007 - May 2014
Fidelity Investments January 2002 - June 2007
Fidelity Investments November 1996 - November 2001
Merrimack Valley Federal Credit Union October 1991 - May 1993
Sentry Federal Savings Bank September 1981 - June 1990
Education
Suffolk University
Juris Doctor (J.D.)
University of Massachusetts Dartmouth
Master of Business Administration (M.B.A.)
Wheaton College (MA)
Bachelor’s Degree, Economics and Psychology
Fidelity Investments May 2014 - Present
Fidelity Investments June 2007 - May 2014
Fidelity Investments January 2002 - June 2007
Fidelity Investments November 1996 - November 2001
Merrimack Valley Federal Credit Union October 1991 - May 1993
Sentry Federal Savings Bank September 1981 - June 1990
Education
Suffolk University
Juris Doctor (J.D.)
University of Massachusetts Dartmouth
Master of Business Administration (M.B.A.)
Wheaton College (MA)
Bachelor’s Degree, Economics and Psychology
Robert Travis Robert Travis's Fidelity Investments Experience December 2013 - Present
Job Vice President, Corporate Accounting Asset Management and Brokerage at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments November 2010 - Present
Fidelity Investments November 2009 - November 2010
PricewaterhouseCoopers November 2000 - November 2009
Glotel October 1998 - November 2000
PricewaterhouseCoopers January 1996 - October 1998
Tofias PC July 1993 - December 1995
Education
Suffolk University - Sawyer School of Management
BSBA, Accounting
Fidelity Investments December 2013 - Present
Fidelity Investments November 2010 - Present
Fidelity Investments November 2009 - November 2010
PricewaterhouseCoopers November 2000 - November 2009
Glotel October 1998 - November 2000
PricewaterhouseCoopers January 1996 - October 1998
Tofias PC July 1993 - December 1995
Education
Suffolk University - Sawyer School of Management
BSBA, Accounting
Eric Silva's Fidelity Investments Experience 1992 - 1996
Job Team Leader, SaaS Software Marketing, IBM Cloud FOLLOW ME @skiingmadman Helping the world collaborate views are mine
Industry Information Technology and Services
Experience
IBM 2013 - Present
Sepaton (acquired by Hitachi Data Systems) 2011 - 2013
EMC 2004 - 2011
EMC 1998 - 2002
Putnam Investments 1996 - 1998
Fidelity Investments 1992 - 1996
Skills
Go-to-market Strategy, Sales Enablement, Enterprise Software, Demand Generation, Cloud Computing, Pre-sales, Product Marketing, Strategy, Storage, CRM, SaaS, Storage Virtualization, Sales Operations, Channel Partners, Strategic Partnerships, Marketing Strategy, Customer Communication, Messaging, Sales Process, Business Alliances, Partner Management, Data Center, Solution Selling, Product Management, Salesforce.com, Enterprise Storage, Virtualization, Selling, Professional Services, Multi-channel Marketing, Management, Channel, Business Continuity, Storage Solutions, Product Launch, Market Analysis, Program Management, Integration, Product Lifecycle..., Executive Management, Marketing, Business Development, Cross-functional Team..., Lead Generation, SAN, Leadership, Start-ups, Disaster Recovery, Product Development, Entrepreneurship
Education
Suffolk University - Sawyer School of Management
MBA, Marketing
University of Vermont
BA, Economics
Stowe High School
High School Diploma, College Prep
IBM 2013 - Present
Sepaton (acquired by Hitachi Data Systems) 2011 - 2013
EMC 2004 - 2011
EMC 1998 - 2002
Putnam Investments 1996 - 1998
Fidelity Investments 1992 - 1996
Skills
Go-to-market Strategy, Sales Enablement, Enterprise Software, Demand Generation, Cloud Computing, Pre-sales, Product Marketing, Strategy, Storage, CRM, SaaS, Storage Virtualization, Sales Operations, Channel Partners, Strategic Partnerships, Marketing Strategy, Customer Communication, Messaging, Sales Process, Business Alliances, Partner Management, Data Center, Solution Selling, Product Management, Salesforce.com, Enterprise Storage, Virtualization, Selling, Professional Services, Multi-channel Marketing, Management, Channel, Business Continuity, Storage Solutions, Product Launch, Market Analysis, Program Management, Integration, Product Lifecycle..., Executive Management, Marketing, Business Development, Cross-functional Team..., Lead Generation, SAN, Leadership, Start-ups, Disaster Recovery, Product Development, Entrepreneurship
Education
Suffolk University - Sawyer School of Management
MBA, Marketing
University of Vermont
BA, Economics
Stowe High School
High School Diploma, College Prep
Richard Leung Richard Leung's Fidelity Investments Experience August 2005 - October 2006
Job Experienced Financial Business Professional
Industry Financial Services
Experience
Putnam Investments March 2007 - February 2009
Fidelity Investments August 2005 - October 2006
Fidelity Investments September 2000 - July 2005
Fidelity Investments October 1994 - August 2000
Skills
Financial Modeling, Bloomberg, Customer Service, Access, Financial Analysis, Investments, Valuation, Fixed Income, Mutual Funds, Management, Data Analysis, Portfolio Management, Corporate Finance, Finance, Securities
Education
Suffolk University - Sawyer Business School
MSF, Finance
Suffolk University - Sawyer Business School
BSBA, Major: Finance, Minors: Economics & CIS
Putnam Investments March 2007 - February 2009
Fidelity Investments August 2005 - October 2006
Fidelity Investments September 2000 - July 2005
Fidelity Investments October 1994 - August 2000
Skills
Financial Modeling, Bloomberg, Customer Service, Access, Financial Analysis, Investments, Valuation, Fixed Income, Mutual Funds, Management, Data Analysis, Portfolio Management, Corporate Finance, Finance, Securities
Education
Suffolk University - Sawyer Business School
MSF, Finance
Suffolk University - Sawyer Business School
BSBA, Major: Finance, Minors: Economics & CIS
Paul A. Corchado, ARPC's Fidelity Investments Experience 1997 - 2003
Job Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management September 2007 - March 2008
Great-West Retirement Services 2003 - 2007
Fidelity Investments 1997 - 2003
Scudder Investments 1992 - 1997
Skills
Series 7, Series 63, Series 26, Series 6, Accredited Retirement...
Education
Suffolk University - Sawyer School of Management 2000 — 2001
MBA, Business
University of Massachusetts Dartmouth 1988 — 1991
Bachelor of Arts (BA), Hunanities & Social Sciences
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management September 2007 - March 2008
Great-West Retirement Services 2003 - 2007
Fidelity Investments 1997 - 2003
Scudder Investments 1992 - 1997
Skills
Series 7, Series 63, Series 26, Series 6, Accredited Retirement...
Education
Suffolk University - Sawyer School of Management 2000 — 2001
MBA, Business
University of Massachusetts Dartmouth 1988 — 1991
Bachelor of Arts (BA), Hunanities & Social Sciences
Ron Auriemma, CFP® CFA® Ron Auriemma, CFP® CFA®'s Fidelity Investments Experience September 1995 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1995 - Present
Education
Suffolk University - Sawyer Business School
Fidelity Investments September 1995 - Present
Education
Suffolk University - Sawyer Business School
Michelle Hovestadt, MBA Michelle Hovestadt, MBA's Fidelity Investments Experience October 2005 - February 2009
Job Marketing & Communications Professional
Industry Marketing and Advertising
Experience
Self-Employed February 2009 - June 2014
Fidelity Investments October 2005 - February 2009
Fidelity Investments June 2000 - March 2004
Fidelity Investments July 1998 - May 2000
Skills
investments, retirement..., Marketing, Financial Services, Marketing Communications, Series 63, Mutual Funds, Email Marketing, Investments, Retirement..., Integrated Marketing, Direct Marketing, Analytics, Online Marketing, Advertising, Social Media Marketing, Segmentation
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Business
University of Massachusetts, Amherst 1982 — 1986
BA, Political Science
Self-Employed February 2009 - June 2014
Fidelity Investments October 2005 - February 2009
Fidelity Investments June 2000 - March 2004
Fidelity Investments July 1998 - May 2000
Skills
investments, retirement..., Marketing, Financial Services, Marketing Communications, Series 63, Mutual Funds, Email Marketing, Investments, Retirement..., Integrated Marketing, Direct Marketing, Analytics, Online Marketing, Advertising, Social Media Marketing, Segmentation
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Business
University of Massachusetts, Amherst 1982 — 1986
BA, Political Science
Peter Greene's Fidelity Investments Experience September 1993 - March 2004
Job Sales and Business Development Consultant at Verde Energy USA
Industry Consumer Services
Experience
Verde Energy USA August 2015 - Present
Connemara Consulting LLC. May 2014 - Present
Direct Energy May 2011 - July 2014
Fusion Analytics Investment Partners 2007 - May 2011
Hunter Ridge Capital 2006 - 2007
MKM Partners March 2004 - July 2006
Fidelity Investments September 1993 - March 2004
North Ledge Well Association June 1992 - July 1996
Skills
Business Development, Business Strategy, Strategic Partnerships, Strategy, Direct Marketing, Management, Start-ups, Risk Management, Leadership, Sales, Customer Acquisition, Mergers & Acquisitions, Energy, CRM, Lead Generation, Coaching, Sales Management, P&L Management, Competitive Analysis, Trading, Analytics, Securities, Financial Modeling, Loyalty Programs, Portfolio Management, Customer Retention, Email Marketing, Partnership Marketing, Equities, Direct Mail, Technical Analysis, Salesforce.com, Asset Management, Team Leadership, Negotiation, Market Analysis, New Business Development, Wall Street, Affiliate Marketing, Business Travel, M&A experience, Partnerships, Key Account Management, Motivation, Franchising, Account Management
Education
Suffolk University - Sawyer School of Management 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Boston College High School 1982 — 1986
Verde Energy USA August 2015 - Present
Connemara Consulting LLC. May 2014 - Present
Direct Energy May 2011 - July 2014
Fusion Analytics Investment Partners 2007 - May 2011
Hunter Ridge Capital 2006 - 2007
MKM Partners March 2004 - July 2006
Fidelity Investments September 1993 - March 2004
North Ledge Well Association June 1992 - July 1996
Skills
Business Development, Business Strategy, Strategic Partnerships, Strategy, Direct Marketing, Management, Start-ups, Risk Management, Leadership, Sales, Customer Acquisition, Mergers & Acquisitions, Energy, CRM, Lead Generation, Coaching, Sales Management, P&L Management, Competitive Analysis, Trading, Analytics, Securities, Financial Modeling, Loyalty Programs, Portfolio Management, Customer Retention, Email Marketing, Partnership Marketing, Equities, Direct Mail, Technical Analysis, Salesforce.com, Asset Management, Team Leadership, Negotiation, Market Analysis, New Business Development, Wall Street, Affiliate Marketing, Business Travel, M&A experience, Partnerships, Key Account Management, Motivation, Franchising, Account Management
Education
Suffolk University - Sawyer School of Management 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Boston College High School 1982 — 1986
Jennifer Muzerall's Fidelity Investments Experience May 2005 - May 2006
Job Senior ETF Analyst Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates March 2014 - Present
Natixis Global Asset Management September 2012 - March 2014
Standish Mellon Asset Management January 2010 - September 2012
The Boston Company Asset Management May 2006 - December 2009
Fidelity Investments May 2005 - May 2006
Wells Fargo Financial June 2004 - May 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Business Administration/Finance
Bryant College 2000 — 2004
Bachelor of Science, Business Administration
Cerulli Associates March 2014 - Present
Natixis Global Asset Management September 2012 - March 2014
Standish Mellon Asset Management January 2010 - September 2012
The Boston Company Asset Management May 2006 - December 2009
Fidelity Investments May 2005 - May 2006
Wells Fargo Financial June 2004 - May 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Business Administration/Finance
Bryant College 2000 — 2004
Bachelor of Science, Business Administration
Angela Shea, PMP Angela Shea, PMP's Fidelity Investments Experience August 2012 - Present
Job Vice President, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments January 2007 - Present
Fidelity Investments July 2005 - December 2006
Fidelity Investments August 2002 - July 2005
The Studley Group January 2002 - August 2002
Bain & Company November 2000 - August 2001
Exodus Communications 1998 - 2000
Skills
Cross-functional Team..., Analytics, Product Management, Program Management, Integration, Leadership, Project Management, Management, Analysis, Enterprise Architecture, Strategy, Mergers & Acquisitions, SDLC, Budgets
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA
University of Massachusetts, Amherst 1993 — 1996
BS
Fidelity Investments August 2012 - Present
Fidelity Investments January 2007 - Present
Fidelity Investments July 2005 - December 2006
Fidelity Investments August 2002 - July 2005
The Studley Group January 2002 - August 2002
Bain & Company November 2000 - August 2001
Exodus Communications 1998 - 2000
Skills
Cross-functional Team..., Analytics, Product Management, Program Management, Integration, Leadership, Project Management, Management, Analysis, Enterprise Architecture, Strategy, Mergers & Acquisitions, SDLC, Budgets
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA
University of Massachusetts, Amherst 1993 — 1996
BS
Don Lander Don Lander's Fidelity Investments Experience September 2003 - June 2008
Job Senior IT Project Manager at O'Connor and Drew P.C.
Industry Financial Services
Experience
O'Connor and Drew P.C. August 2014 - Present
UMass Dartmouth January 2011 - Present
RBS Citizens Financial Group March 2011 - June 2014
Veritude July 2010 - January 2011
The TriZetto Group June 2009 - May 2010
Fidelity Investments September 2003 - June 2008
Fidelity Investments January 1999 - October 2001
Skills
Strategy, Cross-functional Team..., Process Improvement, Leadership, Project Management, Management, Software Documentation, Analysis, Quality Assurance, Product Management, Performance Management, Project Portfolio..., Program Management, Training, Business Strategy, Budgets, Coaching, Employee Training, Visio, Vendor Management, Business Analysis, SDLC, Contact Center..., Strategic Planning
Education
Suffolk University - Sawyer School of Management 2005 — 2006
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science (B.S.), Finance and Financial Management Services
O'Connor and Drew P.C. August 2014 - Present
UMass Dartmouth January 2011 - Present
RBS Citizens Financial Group March 2011 - June 2014
Veritude July 2010 - January 2011
The TriZetto Group June 2009 - May 2010
Fidelity Investments September 2003 - June 2008
Fidelity Investments January 1999 - October 2001
Skills
Strategy, Cross-functional Team..., Process Improvement, Leadership, Project Management, Management, Software Documentation, Analysis, Quality Assurance, Product Management, Performance Management, Project Portfolio..., Program Management, Training, Business Strategy, Budgets, Coaching, Employee Training, Visio, Vendor Management, Business Analysis, SDLC, Contact Center..., Strategic Planning
Education
Suffolk University - Sawyer School of Management 2005 — 2006
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science (B.S.), Finance and Financial Management Services
Stacy Gabriel Stacy Gabriel's Fidelity Investments Experience 2004 - 2006
Job Sr Recruiter, Personal Insurance at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance July 2014 - Present
QI Consulting February 2014 - July 2014
Eliassen Group February 2006 - January 2014
Fidelity Investments 2004 - 2006
Skills
Quality Assurance, Technical Recruiting, Business Analysis, Sourcing, SharePoint, SDLC, Visio, Vendor Management, Systems Analysis, Applicant Tracking..., Staffing Services, Software Documentation, Recruiting, Project Managers, Talent Acquisition, Screening, Contract Recruitment, Requirements Analysis, Staff Augmentation, Internet Recruiting, Cold Calling, Screening Resumes, PeopleSoft, Benefits Negotiation, Information Technology, Leadership, Management, Networking, Requirements Gathering, Executive Search, Resource Management, Business Intelligence, Onboarding, Consulting, IT Recruitment, College Recruiting, Building Relationships, Process Improvement, Temporary Placement, Program Management, Salesforce.com, Team Leadership, CRM, Temporary Staffing, Training, Permanent Placement, Human Resources, Corporate Recruiting, Industrial Sector, Interviews
Education
Suffolk University - Sawyer Business School 1999 — 2003
BS, Marketing
Liberty Mutual Insurance July 2014 - Present
QI Consulting February 2014 - July 2014
Eliassen Group February 2006 - January 2014
Fidelity Investments 2004 - 2006
Skills
Quality Assurance, Technical Recruiting, Business Analysis, Sourcing, SharePoint, SDLC, Visio, Vendor Management, Systems Analysis, Applicant Tracking..., Staffing Services, Software Documentation, Recruiting, Project Managers, Talent Acquisition, Screening, Contract Recruitment, Requirements Analysis, Staff Augmentation, Internet Recruiting, Cold Calling, Screening Resumes, PeopleSoft, Benefits Negotiation, Information Technology, Leadership, Management, Networking, Requirements Gathering, Executive Search, Resource Management, Business Intelligence, Onboarding, Consulting, IT Recruitment, College Recruiting, Building Relationships, Process Improvement, Temporary Placement, Program Management, Salesforce.com, Team Leadership, CRM, Temporary Staffing, Training, Permanent Placement, Human Resources, Corporate Recruiting, Industrial Sector, Interviews
Education
Suffolk University - Sawyer Business School 1999 — 2003
BS, Marketing
Douglas Salamone Douglas Salamone's Fidelity Investments Experience January 2003 - July 2004
Job MoT Manager of Things
Industry Internet
Experience
Edgewood Management LLC November 2007 - June 2015
Dynamic Control Systems, LTD. June 2006 - November 2007
Slices Restaurant Group, Inc. September 2004 - May 2006
Fidelity Investments January 2003 - July 2004
Education
Suffolk University - Sawyer Business School 2004 — 2006
Master of Business Administration (M.B.A.), Business Management
University of Massachusetts Boston 2000 — 2002
Bachelor’s Degree, Finance
Edgewood Management LLC November 2007 - June 2015
Dynamic Control Systems, LTD. June 2006 - November 2007
Slices Restaurant Group, Inc. September 2004 - May 2006
Fidelity Investments January 2003 - July 2004
Education
Suffolk University - Sawyer Business School 2004 — 2006
Master of Business Administration (M.B.A.), Business Management
University of Massachusetts Boston 2000 — 2002
Bachelor’s Degree, Finance
Anna Zeissig's Fidelity Investments Experience 2006 - 2009
Job Senior Manager at Philips Healthcare
Industry Medical Devices
Experience
Philips Healthcare April 2014 - Present
Dartmouth College 2013 - 2013
Merrill Lynch 2010 - 2012
Fidelity Investments 2006 - 2009
TriZetto, A Cognizant Company 2005 - 2006
Harvard Pilgrim Healthcare 2004 - 2005
TriZetto Group 2003 - 2004
BCBSMA 1997 - 2002
Skills
Cross-functional Team..., SDLC, Process Improvement, Program Management, Healthcare, Leadership, Healthcare Information..., Business Process, Project Management, Strategy, Consulting, Product Management, Integration, PMP, Management, PMO, Relationship Management, Product Innovation, CRM, Business Process..., Change Management, Healthcare Operations, Requirements Analysis, Vendor Management, Risk Management, Analysis, Agile Methodologies, Lean Management, Medical Devices, Health Insurance, Performance Metrics, KPI Dashboards
Education
Suffolk University - Sawyer School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1992 — 1996
Bachelor of Science (B.S.)
Philips Healthcare April 2014 - Present
Dartmouth College 2013 - 2013
Merrill Lynch 2010 - 2012
Fidelity Investments 2006 - 2009
TriZetto, A Cognizant Company 2005 - 2006
Harvard Pilgrim Healthcare 2004 - 2005
TriZetto Group 2003 - 2004
BCBSMA 1997 - 2002
Skills
Cross-functional Team..., SDLC, Process Improvement, Program Management, Healthcare, Leadership, Healthcare Information..., Business Process, Project Management, Strategy, Consulting, Product Management, Integration, PMP, Management, PMO, Relationship Management, Product Innovation, CRM, Business Process..., Change Management, Healthcare Operations, Requirements Analysis, Vendor Management, Risk Management, Analysis, Agile Methodologies, Lean Management, Medical Devices, Health Insurance, Performance Metrics, KPI Dashboards
Education
Suffolk University - Sawyer School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1992 — 1996
Bachelor of Science (B.S.)
Robert Barry's Fidelity Investments Experience October 2005 - April 2006
Job Vice President, Compliance Manager at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Ameriprise Financial / Columbia Management May 2009 - January 2015
Bank of America / Columbia Management April 2006 - May 2009
Fidelity Investments October 2005 - April 2006
IXIS Asset Management August 1999 - September 2005
Boston Financial Data Services April 1997 - August 1999
Skills
Mutual Funds, Asset Managment, Due Diligence, Series 63, Compliance Testing, Compliance Oversight, FINRA, Compliance Training, AML, Financial Services, Asset Management, Transfer Agency, Series 6, Series 26, Compliance Monitoring, Service Providers, Investment Company Act, Fund Administration, Process Improvement, Securities Regulation, Anti Money Laundering, Equities, Fixed Income, Risk Management, Financial Risk, Securities
Education
Suffolk University 1990 — 1994
Bachelor of Science (B.S.), Political Science and American History
State Street January 2015 - Present
Ameriprise Financial / Columbia Management May 2009 - January 2015
Bank of America / Columbia Management April 2006 - May 2009
Fidelity Investments October 2005 - April 2006
IXIS Asset Management August 1999 - September 2005
Boston Financial Data Services April 1997 - August 1999
Skills
Mutual Funds, Asset Managment, Due Diligence, Series 63, Compliance Testing, Compliance Oversight, FINRA, Compliance Training, AML, Financial Services, Asset Management, Transfer Agency, Series 6, Series 26, Compliance Monitoring, Service Providers, Investment Company Act, Fund Administration, Process Improvement, Securities Regulation, Anti Money Laundering, Equities, Fixed Income, Risk Management, Financial Risk, Securities
Education
Suffolk University 1990 — 1994
Bachelor of Science (B.S.), Political Science and American History
April Savino (Nowak)'s Fidelity Investments Experience 2006 - April 2009
Job Managing Director at ManpowerGroup
Industry Outsourcing/Offshoring
Experience
ManpowerGroup October 2013 - Present
Self Employed May 2009 - September 2013
Fidelity Investments 2006 - April 2009
Fidelity Investments 2002 - 2006
PricewaterhouseCoopers 1997 - 2002
Skills
Outsourcing, Organizational..., Human Resources, Change Management, HRIS, Talent Management, Performance Management, Employee Benefits, Management, Workforce Planning, Management Consulting, HR Consulting, Organizational..., Strategic HR, HR Transformation, Integration, BPO, Business Process Design, Business Process..., Organizational Design, Benefits Administration, Employee Engagement, Training Delivery, Payroll, Consulting, Integrated Management..., Recruiting, Sourcing, Business Strategy, Strategic Planning, RPO, Talent Acquisition, Vendor Management
Education
Suffolk University - Sawyer Business School 2003 — 2005
Executive M.B.A., Business
West Virginia University
B.A.
ManpowerGroup October 2013 - Present
Self Employed May 2009 - September 2013
Fidelity Investments 2006 - April 2009
Fidelity Investments 2002 - 2006
PricewaterhouseCoopers 1997 - 2002
Skills
Outsourcing, Organizational..., Human Resources, Change Management, HRIS, Talent Management, Performance Management, Employee Benefits, Management, Workforce Planning, Management Consulting, HR Consulting, Organizational..., Strategic HR, HR Transformation, Integration, BPO, Business Process Design, Business Process..., Organizational Design, Benefits Administration, Employee Engagement, Training Delivery, Payroll, Consulting, Integrated Management..., Recruiting, Sourcing, Business Strategy, Strategic Planning, RPO, Talent Acquisition, Vendor Management
Education
Suffolk University - Sawyer Business School 2003 — 2005
Executive M.B.A., Business
West Virginia University
B.A.
Greg Remmes's Fidelity Investments Experience January 2015 - Present
Job SVP Fidelity Prime Services / Capital Markets
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments 2004 - Present
Fidelity Investments 2000 - 2004
Spartan Brokerage 1993 - 1999
Skills
Equities
Education
Securities Industry Institute, Wharton Business School 2003 — 2005
SIA - Executive Education
Suffolk University - Sawyer Business School 1997 — 2000
MBA, Finance
University of Massachusetts, Amherst 1987 — 1990
BA
Fidelity Investments January 2015 - Present
Fidelity Investments 2004 - Present
Fidelity Investments 2000 - 2004
Spartan Brokerage 1993 - 1999
Skills
Equities
Education
Securities Industry Institute, Wharton Business School 2003 — 2005
SIA - Executive Education
Suffolk University - Sawyer Business School 1997 — 2000
MBA, Finance
University of Massachusetts, Amherst 1987 — 1990
BA
Slava Oleinik's Fidelity Investments Experience 1999 - 2002
Job Systems Engineer working with AWS Cloud and Virtualization
Industry Information Technology and Services
Experience
Bose Corporation September 2007 - August 2015
First Marblehead, Inc. March 2004 - September 2007
Independent Computers, INC. December 2002 - March 2004
Fidelity Investments - FISC February 1999 - October 2002
Fidelity Investments 1999 - 2002
Skills
Disaster Recovery, VMware, Data Center, Active Directory, Windows Server, IIS, Virtualization, SQL, Servers, Microsoft SQL Server, SDLC, Requirements Analysis, Enterprise Architecture, DNS, Agile Methodologies, DHCP, Unix, Operating Systems, System Administration, Testing, Enterprise Software, MySQL, Access, Technical Support, Networking, Firewalls, VMware ESX, Help Desk Support, Solaris, Security, IT Management, Windows, Hardware, VPN, Visio, System Deployment, Switches, SharePoint, Chef, Amazon Web Services..., Linux, Cloud Computing, High Availability
Education
Suffolk University - Sawyer School of Management 1994 — 1999
Bachelor of Science (BS), Computer Information Systems
Bose Corporation September 2007 - August 2015
First Marblehead, Inc. March 2004 - September 2007
Independent Computers, INC. December 2002 - March 2004
Fidelity Investments - FISC February 1999 - October 2002
Fidelity Investments 1999 - 2002
Skills
Disaster Recovery, VMware, Data Center, Active Directory, Windows Server, IIS, Virtualization, SQL, Servers, Microsoft SQL Server, SDLC, Requirements Analysis, Enterprise Architecture, DNS, Agile Methodologies, DHCP, Unix, Operating Systems, System Administration, Testing, Enterprise Software, MySQL, Access, Technical Support, Networking, Firewalls, VMware ESX, Help Desk Support, Solaris, Security, IT Management, Windows, Hardware, VPN, Visio, System Deployment, Switches, SharePoint, Chef, Amazon Web Services..., Linux, Cloud Computing, High Availability
Education
Suffolk University - Sawyer School of Management 1994 — 1999
Bachelor of Science (BS), Computer Information Systems
Christine Ferent's Fidelity Investments Experience May 2011 - Present
Job Program Manager at Iron Mountain
Industry Financial Services
Experience
Houghton Mifflin Harcourt June 2015 - Present
TJX Corporate September 2012 - Present
Fidelity Investments May 2011 - Present
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
REIT MR 2014 - 2014
TJX 2012 - 2013
John Hancock Financial Services April 2012 - September 2012
Skills
PMP, Program Management, SDLC, Vendor Management, Agile, Process Improvement, IT Strategy, Six Sigma, Waterfall, Business Analysis, Business Process..., Software Project..., Consulting, PMO, Project Portfolio..., Business Intelligence, Requirements Gathering, Agile Methodologies
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA
Northeastern University
B.S.B.A
Houghton Mifflin Harcourt June 2015 - Present
TJX Corporate September 2012 - Present
Fidelity Investments May 2011 - Present
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
REIT MR 2014 - 2014
TJX 2012 - 2013
John Hancock Financial Services April 2012 - September 2012
Skills
PMP, Program Management, SDLC, Vendor Management, Agile, Process Improvement, IT Strategy, Six Sigma, Waterfall, Business Analysis, Business Process..., Software Project..., Consulting, PMO, Project Portfolio..., Business Intelligence, Requirements Gathering, Agile Methodologies
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA
Northeastern University
B.S.B.A
Dan Persechini's Fidelity Investments Experience Vice President, FinancePyramis Global Advisors2005 - Present
Job Vice President Financial Planning &Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice President, FinancePyramis Global Advisors2005 - Present
First Mutual of Boston 1983 - 1991
Skills
Fixed Income, Strategic Financial..., Investments, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment, Valuation, Financial Services, Corporate Finance, Asset Management, Financial Reporting, Mergers & Acquisitions, Risk Management, Mutual Funds, Financial Planning, Alternative Investments
Education
Suffolk University - Sawyer Business School 1984 — 1987
Fidelity Investments Vice President, FinancePyramis Global Advisors2005 - Present
First Mutual of Boston 1983 - 1991
Skills
Fixed Income, Strategic Financial..., Investments, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment, Valuation, Financial Services, Corporate Finance, Asset Management, Financial Reporting, Mergers & Acquisitions, Risk Management, Mutual Funds, Financial Planning, Alternative Investments
Education
Suffolk University - Sawyer Business School 1984 — 1987
Peter Jewkes's Fidelity Investments Experience 1999 - Present
Job Senior Director, Database Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1999 - Present
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Education
Suffolk University 1987 — 1992
Fidelity Investments 1999 - Present
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Education
Suffolk University 1987 — 1992
Karen Clausen's Fidelity Investments Experience December 1988 - Present
Job Sr. IT Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1988 - Present
Skills
SDLC, Process Improvement, Vendor Management, PMP, Program Management, Waterfall, Software Project...
Education
Suffolk University - Sawyer Business School 1998 — 2000
EMBA, Business
Fidelity Investments December 1988 - Present
Skills
SDLC, Process Improvement, Vendor Management, PMP, Program Management, Waterfall, Software Project...
Education
Suffolk University - Sawyer Business School 1998 — 2000
EMBA, Business
Jean Bodensteiner's Fidelity Investments Experience August 2008 - Present
Job Managing Director, Executive Compensation, CEP
Industry Financial Services
Experience
Fidelity Investments August 2008 - Present
Education
Suffolk University - Sawyer Business School 2001 — 2003
Fidelity Investments August 2008 - Present
Education
Suffolk University - Sawyer Business School 2001 — 2003
Walter Cann's Fidelity Investments Experience January 2009 - Present
Job Director, Phone Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity Investments July 2007 - January 2009
Fidelity Investments June 2006 - July 2007
Fidelity Investments October 2000 - June 2006
Fidelity Investments December 1998 - October 2000
Digital Equipment Corporation February 1984 - December 1998
Data General Corp May 1981 - February 1984
Education
Suffolk University 1980 — 1981
Master of Business Administration (MBA), Finance, General
Fidelity Investments January 2009 - Present
Fidelity Investments July 2007 - January 2009
Fidelity Investments June 2006 - July 2007
Fidelity Investments October 2000 - June 2006
Fidelity Investments December 1998 - October 2000
Digital Equipment Corporation February 1984 - December 1998
Data General Corp May 1981 - February 1984
Education
Suffolk University 1980 — 1981
Master of Business Administration (MBA), Finance, General
Rose M. Venette's Fidelity Investments Experience September 2008 - Present
Job Senior Compliance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
State Street Bank May 2006 - September 2008
Fidelity Investments September 2000 - May 2006
Education
Suffolk University 1996 — 2000
Brockton High School 1990 — 1993
Diploma
Fidelity Investments September 2008 - Present
State Street Bank May 2006 - September 2008
Fidelity Investments September 2000 - May 2006
Education
Suffolk University 1996 — 2000
Brockton High School 1990 — 1993
Diploma
Rob Ricciarelli's Fidelity Investments Experience January 1995 - July 2001
Job Data Analyst at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management Data AnalystAcadian Asset Management2007 - Present
Fidelity Investments January 1995 - July 2001
Education
Suffolk University - Sawyer Business School 1999 — 2001
Acadian Asset Management Data AnalystAcadian Asset Management2007 - Present
Fidelity Investments January 1995 - July 2001
Education
Suffolk University - Sawyer Business School 1999 — 2001
Steve Pelaggi's Fidelity Investments Experience 1985 - 1988
Job Senior Data Security Administrator at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services November 2004 - Present
Boston Financial Data Services November 2002 - November 2004
Boston Financial Data Services December 1998 - November 2002
Boston Financial Data Services July 1996 - December 1998
State Street Bank and Trust Company 1991 - 1993
Talbots 1988 - 1991
Fidelity Investments 1985 - 1988
Symbolics, Inc. 1982 - 1985
Prime Computer, Inc. 1980 - 1982
State Street Bank and Trust Company 1978 - 1980
Skills
Information Security, Information Security..., PeopleSoft, Access, Project Management, Security, Requirements Analysis, Analysis, Mutual Funds, Operations Management, Troubleshooting, Team Leadership, Leadership, Outlook, Microsoft Office, Customer Service, Management, Risk Management, Vendor Management, Business Continuity, TA2000, AWD, SDLC, Software Documentation, Business Analysis, Disaster Recovery, Process Improvement, Financial Services, Business Process..., Program Management, CRM, Requirements Gathering, Relationship Management
Education
Suffolk University - Sawyer School of Management
MBA, Management
Suffolk University - Sawyer School of Management
BSBA, Accounting
Boston Financial Data Services November 2004 - Present
Boston Financial Data Services November 2002 - November 2004
Boston Financial Data Services December 1998 - November 2002
Boston Financial Data Services July 1996 - December 1998
State Street Bank and Trust Company 1991 - 1993
Talbots 1988 - 1991
Fidelity Investments 1985 - 1988
Symbolics, Inc. 1982 - 1985
Prime Computer, Inc. 1980 - 1982
State Street Bank and Trust Company 1978 - 1980
Skills
Information Security, Information Security..., PeopleSoft, Access, Project Management, Security, Requirements Analysis, Analysis, Mutual Funds, Operations Management, Troubleshooting, Team Leadership, Leadership, Outlook, Microsoft Office, Customer Service, Management, Risk Management, Vendor Management, Business Continuity, TA2000, AWD, SDLC, Software Documentation, Business Analysis, Disaster Recovery, Process Improvement, Financial Services, Business Process..., Program Management, CRM, Requirements Gathering, Relationship Management
Education
Suffolk University - Sawyer School of Management
MBA, Management
Suffolk University - Sawyer School of Management
BSBA, Accounting
Nuria Cura's Fidelity Investments Experience 1998 - 2006
Job Quality Assurance Engineer
Industry Computer Software
Experience
Fidelity Investments 1998 - 2006
Education
Suffolk University - Sawyer Business School 1994 — 1998
Fidelity Investments 1998 - 2006
Education
Suffolk University - Sawyer Business School 1994 — 1998
Richard Fuller's Fidelity Investments Experience 2005 - 2007
Job President at Fuller Financial Management, LLC
Industry Financial Services
Experience
Fuller Financial Management, LLC January 2013 - Present
Boston Based Private Equity and Hedge Fund Firm 2008 - January 2013
Fidelity Investments 2005 - 2007
State Street Bank 2002 - 2005
Mellon Financial 1993 - 2002
Skills
Family Office, Relationship Management, Private Equity, Data Aggregation, Hedge Funds, Oversight, Negotiation, Executive Reporting, Insurance, Cash Flow Forecasting, Bill Payment, Trusted Business Partner, Coordination, Bespoke, Organization, Charity
Education
Suffolk University - Sawyer School of Management 1998 — 2002
MBA, Finance
University of Maine 1989 — 1993
BA, Political Science and Philosophy
Marblehead High School 1986 — 1989
Fuller Financial Management, LLC January 2013 - Present
Boston Based Private Equity and Hedge Fund Firm 2008 - January 2013
Fidelity Investments 2005 - 2007
State Street Bank 2002 - 2005
Mellon Financial 1993 - 2002
Skills
Family Office, Relationship Management, Private Equity, Data Aggregation, Hedge Funds, Oversight, Negotiation, Executive Reporting, Insurance, Cash Flow Forecasting, Bill Payment, Trusted Business Partner, Coordination, Bespoke, Organization, Charity
Education
Suffolk University - Sawyer School of Management 1998 — 2002
MBA, Finance
University of Maine 1989 — 1993
BA, Political Science and Philosophy
Marblehead High School 1986 — 1989
Anna Colombo's Fidelity Investments Experience December 1998 - Present
Job Vice President, HR Planning and Operations
Industry Financial Services
Experience
Fidelity Investments December 1998 - Present
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Business Administration (MBA)
Fidelity Investments December 1998 - Present
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Business Administration (MBA)
Seth Ferguson's Fidelity Investments Experience buttFreddy's Tacos2007 - 2009
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments buttFreddy's Tacos2007 - 2009
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, finance
Fidelity Investments buttFreddy's Tacos2007 - 2009
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, finance
Stacy Moriarty's Fidelity Investments Experience December 2004 - Present
Job Compliance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity 2005 - Present
Fidelity Investments Instutional Services Retirement Co. (FIIS) 2005 - Present
Fidelity Investments December 2004 - Present
Putnam Investments October 1994 - September 1998
Education
Suffolk University 1989 — 2003
Fidelity 2005 - Present
Fidelity Investments Instutional Services Retirement Co. (FIIS) 2005 - Present
Fidelity Investments December 2004 - Present
Putnam Investments October 1994 - September 1998
Education
Suffolk University 1989 — 2003
Sharon Hepburn's Fidelity Investments Experience June 1998 - August 2008
Job Owner, Mystic Coffee Roaster
Industry Information Technology and Services
Experience
Mystic Coffee Roaster LLC April 2010 - Present
Fidelity Investments June 1998 - August 2008
Skills
COBOL, Web Services, Requirements Analysis, DB2, SDLC, Successful Business..., Public Relations, Small Business Marketing, Small Business, Specialty Coffee, Coffee Roasting, Corporate Social..., Business Analysis, Software Project...
Education
Suffolk University 1995 — 1998
BSBA, Computer Information Systems
Suffolk University - Sawyer School of Management 1995 — 1998
Bachelor of Science (BS), Business Administration, Computer Information Systems
Mystic Coffee Roaster LLC April 2010 - Present
Fidelity Investments June 1998 - August 2008
Skills
COBOL, Web Services, Requirements Analysis, DB2, SDLC, Successful Business..., Public Relations, Small Business Marketing, Small Business, Specialty Coffee, Coffee Roasting, Corporate Social..., Business Analysis, Software Project...
Education
Suffolk University 1995 — 1998
BSBA, Computer Information Systems
Suffolk University - Sawyer School of Management 1995 — 1998
Bachelor of Science (BS), Business Administration, Computer Information Systems
Richard Noonan's Fidelity Investments Experience March 2006 - April 2007
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2007 - Present
Fidelity Investments March 2006 - April 2007
Fidelity 1990 - 2007
Fidelity Investments December 2002 - December 2005
Fidelity Investments March 1998 - October 2002
Fidelity Investments March 1994 - March 1998
Fidelity Investments August 1990 - March 1994
Education
Suffolk University 1976 — 1980
BS, Business
State Street Global Advisors April 2007 - Present
Fidelity Investments March 2006 - April 2007
Fidelity 1990 - 2007
Fidelity Investments December 2002 - December 2005
Fidelity Investments March 1998 - October 2002
Fidelity Investments March 1994 - March 1998
Fidelity Investments August 1990 - March 1994
Education
Suffolk University 1976 — 1980
BS, Business
Carla Portelli's Fidelity Investments Experience 2004 - 2010
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
FundQuest/BNP PARIBAS 2010 - 2011
Fidelity Investments 2004 - 2010
MFS 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1990 - 1996
Skills
Retirement, Institutional Relations, Defined Contribution, Defined Benefit, 401k, 403 b, Higher Education, Nonprofits
Education
Wheaton College (MA)
Bachelor of Science (BS), Economics
University of London Queen Mary College
Economics
Suffolk University - Sawyer School of Management
MBA, Business Administration and Management, General
TIAA-CREF 2012 - Present
FundQuest/BNP PARIBAS 2010 - 2011
Fidelity Investments 2004 - 2010
MFS 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1990 - 1996
Skills
Retirement, Institutional Relations, Defined Contribution, Defined Benefit, 401k, 403 b, Higher Education, Nonprofits
Education
Wheaton College (MA)
Bachelor of Science (BS), Economics
University of London Queen Mary College
Economics
Suffolk University - Sawyer School of Management
MBA, Business Administration and Management, General
Steven Caddigan's Fidelity Investments Experience August 2014 - Present
Job Senior Managing Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments June 2011 - September 2013
Xerox May 2009 - June 2011
Fidelity Investments 2006 - December 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Skills
Cross-functional Team..., CRM, Process Improvement, Strategy, Business Analysis, Project Management, IT Management, Team Management, Analysis, Software Documentation, Project Planning, Human Resources, Management, Leadership, Call Centers, Strategic Planning, Vendor Management, Business Process..., Customer Satisfaction
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), Business Administration
Syracuse University
BS, Finance
Fidelity Investments August 2014 - Present
Fidelity Investments June 2011 - September 2013
Xerox May 2009 - June 2011
Fidelity Investments 2006 - December 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Skills
Cross-functional Team..., CRM, Process Improvement, Strategy, Business Analysis, Project Management, IT Management, Team Management, Analysis, Software Documentation, Project Planning, Human Resources, Management, Leadership, Call Centers, Strategic Planning, Vendor Management, Business Process..., Customer Satisfaction
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), Business Administration
Syracuse University
BS, Finance
Yayee (Vicky) Chen's Fidelity Investments Experience October 2011 - December 2012
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - December 2012
FIDELITY INVESTMENTS COMPANY March 2006 - June 2009
JP Morgan Chase March 2002 - March 2006
JP Morgan Chase January 1999 - February 2002
Skills
Process Improvement, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting
Education
Quantum Leap Engineering, Inc., 2009 — 2009
Six Sigma plus Lean Black Belt
NEW YORK UNIVERSITY
Certificate, Investment Banking
Suffolk University - Sawyer School of Management
BS, Finance
Fidelity Investments October 2011 - December 2012
FIDELITY INVESTMENTS COMPANY March 2006 - June 2009
JP Morgan Chase March 2002 - March 2006
JP Morgan Chase January 1999 - February 2002
Skills
Process Improvement, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting
Education
Quantum Leap Engineering, Inc., 2009 — 2009
Six Sigma plus Lean Black Belt
NEW YORK UNIVERSITY
Certificate, Investment Banking
Suffolk University - Sawyer School of Management
BS, Finance
Bob Ahern's Fidelity Investments Experience 2007 - December 2009
Job Director of Business Intelligence & Analytics
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
Musa Sharif's Fidelity Investments Experience July 1995 - June 1997
Job Assistant Vice President/ Director Financial Reporting at State Street Corporation
Industry Financial Services
Experience
State Street Corporation September 2013 - Present
University of Massachusetts – Boston September 2006 - Present
Columbia Management July 2002 - August 2013
JPMorgan Investor Services Company March 1999 - July 2002
MELLON GLOBAL SECURITIES SERVICES June 1997 - March 1999
Fidelity Investments July 1995 - June 1997
Skills
Investments, Strategy, Financial Reporting, Forecasting, Budgets, Process Improvement, Fixed Income, Mergers & Acquisitions, Auditing, Mutual Funds, Hedge Funds, Management, Leadership, Derivatives, Fund Accounting, Bloomberg
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Finance
University of Massachusetts – Boston 1993 — 1997
Bachelor of Science, Accounting
Level II Candidate - in CFA program
State Street Corporation September 2013 - Present
University of Massachusetts – Boston September 2006 - Present
Columbia Management July 2002 - August 2013
JPMorgan Investor Services Company March 1999 - July 2002
MELLON GLOBAL SECURITIES SERVICES June 1997 - March 1999
Fidelity Investments July 1995 - June 1997
Skills
Investments, Strategy, Financial Reporting, Forecasting, Budgets, Process Improvement, Fixed Income, Mergers & Acquisitions, Auditing, Mutual Funds, Hedge Funds, Management, Leadership, Derivatives, Fund Accounting, Bloomberg
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Finance
University of Massachusetts – Boston 1993 — 1997
Bachelor of Science, Accounting
Level II Candidate - in CFA program
Rick Agave's Fidelity Investments Experience October 1988 - February 2004
Job Sr Business Systems Analyst at Safran Morphotrust USA
Industry Staffing and Recruiting
Experience
Safran Morphotrust USA April 2012 - March 2014
Mass Dept of Transportation March 2011 - April 2012
Massport Authority September 2009 - May 2010
Polycom April 2009 - July 2009
Professional Staffing Solutions International July 2004 - July 2008
Fidelity Investments October 1988 - February 2004
Skills
Financial Reporting, Business Process..., Hyperion Enterprise, Budget, Great Plains Software, Financial Analysis, Forecasting, Finance, Accounting, Business Analysis, Payroll, Business Process, Training, Sarbanes-Oxley Act, Management, Analysis, Talent Acquisition, Technical Recruiting, Project Management
Education
Suffolk University 1980 — 1983
MBA, Business Administration and Management, General, 3.3
Suffolk University 1974 — 1978
BSBA, Finance, 3.0
Safran Morphotrust USA April 2012 - March 2014
Mass Dept of Transportation March 2011 - April 2012
Massport Authority September 2009 - May 2010
Polycom April 2009 - July 2009
Professional Staffing Solutions International July 2004 - July 2008
Fidelity Investments October 1988 - February 2004
Skills
Financial Reporting, Business Process..., Hyperion Enterprise, Budget, Great Plains Software, Financial Analysis, Forecasting, Finance, Accounting, Business Analysis, Payroll, Business Process, Training, Sarbanes-Oxley Act, Management, Analysis, Talent Acquisition, Technical Recruiting, Project Management
Education
Suffolk University 1980 — 1983
MBA, Business Administration and Management, General, 3.3
Suffolk University 1974 — 1978
BSBA, Finance, 3.0
John ManWai Young's Fidelity Investments Experience March 1995 - November 2008
Job Retired
Industry Computer Software
Experience
Fidelity Investments March 1995 - November 2008
PNC Global Investment Servicing October 1988 - March 1995
Stone & Webster September 1987 - September 1988
COMPUTER ASSOCIATES April 1985 - September 1987
John Hancock July 1983 - 1985
Massachusetts Air National Guard March 1979 - January 1983
USAF December 1972 - March 1979
Skills
SDLC, Oracle, Unix, MVS, COBOL, Visio
Education
Suffolk University - Sawyer Business School 1982 — 1983
mba
Suffolk University - Sawyer Business School 1980 — 1982
bsba
Malden High School 1968 — 1970
Fidelity Investments March 1995 - November 2008
PNC Global Investment Servicing October 1988 - March 1995
Stone & Webster September 1987 - September 1988
COMPUTER ASSOCIATES April 1985 - September 1987
John Hancock July 1983 - 1985
Massachusetts Air National Guard March 1979 - January 1983
USAF December 1972 - March 1979
Skills
SDLC, Oracle, Unix, MVS, COBOL, Visio
Education
Suffolk University - Sawyer Business School 1982 — 1983
mba
Suffolk University - Sawyer Business School 1980 — 1982
bsba
Malden High School 1968 — 1970
Denise Timmons's Fidelity Investments Experience 1992 - 1994
Job V.P. Global Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity / National Financial 2007 - Present
National Financial 2007 - Present
FIX Protocol Ltd. 1998 - Present
Fidelity Capital Markets July 1994 - October 2007
Fidelity Investments 1992 - 1994
Fidelity Investments October 1990 - July 1992
SunGard/Phase3 1987 - 1988
Skills
Securities, Electronic Trading, Trading, Product Management, Trading Systems, Equities, Fixed Income, Capital Markets, Brokerage, Prime Brokerage, Series 7, Series 63, Series 24, Financial Services, Asset Management, Equity Trading, Investments, Mutual Funds, Market Data, Options, Risk Management
Education
Suffolk University - Sawyer School of Management 1985 — 1987
M.B.A.
Fidelity / National Financial 2007 - Present
National Financial 2007 - Present
FIX Protocol Ltd. 1998 - Present
Fidelity Capital Markets July 1994 - October 2007
Fidelity Investments 1992 - 1994
Fidelity Investments October 1990 - July 1992
SunGard/Phase3 1987 - 1988
Skills
Securities, Electronic Trading, Trading, Product Management, Trading Systems, Equities, Fixed Income, Capital Markets, Brokerage, Prime Brokerage, Series 7, Series 63, Series 24, Financial Services, Asset Management, Equity Trading, Investments, Mutual Funds, Market Data, Options, Risk Management
Education
Suffolk University - Sawyer School of Management 1985 — 1987
M.B.A.
Christine Haddad's Fidelity Investments Experience 2006 - 2009
Job VP Human Resources, Leadership and Management Consultant
Industry Financial Services
Experience
RBS Citizens Financial Group February 2013 - Present
RBS Citizens Financial Group August 2010 - January 2013
Dress for Success Worldwide March 2010 - August 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1997
Allmerica Financial 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Change Management, Organizational..., Relationship Management, Project Management, Program Management, Business Process..., Process Improvement, Human Resources, Management, Strategy, Training, Leadership, Performance Management, Coaching, Organizational..., Management Development, Employee Engagement, Leadership Development, Project Planning, Cross-functional Team..., Analysis, Strategic Planning, Operations Management, Talent Management, Vendor Management, Six Sigma, Consulting, Call Centers, Outsourcing, Business Analysis, Risk Management, Team Building, Management Consulting
Education
Suffolk University - Sawyer Business School
B.S. Business Administration, Marketing & Management
Teachers College of Columbia University
Certificate, Organizational Development Program
RBS Citizens Financial Group February 2013 - Present
RBS Citizens Financial Group August 2010 - January 2013
Dress for Success Worldwide March 2010 - August 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1997
Allmerica Financial 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Change Management, Organizational..., Relationship Management, Project Management, Program Management, Business Process..., Process Improvement, Human Resources, Management, Strategy, Training, Leadership, Performance Management, Coaching, Organizational..., Management Development, Employee Engagement, Leadership Development, Project Planning, Cross-functional Team..., Analysis, Strategic Planning, Operations Management, Talent Management, Vendor Management, Six Sigma, Consulting, Call Centers, Outsourcing, Business Analysis, Risk Management, Team Building, Management Consulting
Education
Suffolk University - Sawyer Business School
B.S. Business Administration, Marketing & Management
Teachers College of Columbia University
Certificate, Organizational Development Program
Rita Patriarca's Fidelity Investments Experience 1995 - 1998
Job REALTOR at RE/MAX Encore
Industry Real Estate
Experience
RE/MAX Encore January 2013 - Present
RE/MAX Heritage January 2009 - December 2012
Carlson GMAC Real Estate 2007 - 2009
Fidelity Investments 1995 - 1998
Putnam Investments 1987 - 1994
Skills
Sellers, CBR, Property, CDPE, Residential Homes, Real Estate, ABR, Buyer Representation, Seniors, Buyers, Listings, New Home Sales, Single Family Homes, Relocation, Condos, Short Sales, Foreclosures, Referrals, First Time Home Buyers, Investment Properties, REO, Real Estate Transactions, Investors, Investments
Education
Medford High School
Suffolk University - Sawyer Business School
BS, Finance
RE/MAX Encore January 2013 - Present
RE/MAX Heritage January 2009 - December 2012
Carlson GMAC Real Estate 2007 - 2009
Fidelity Investments 1995 - 1998
Putnam Investments 1987 - 1994
Skills
Sellers, CBR, Property, CDPE, Residential Homes, Real Estate, ABR, Buyer Representation, Seniors, Buyers, Listings, New Home Sales, Single Family Homes, Relocation, Condos, Short Sales, Foreclosures, Referrals, First Time Home Buyers, Investment Properties, REO, Real Estate Transactions, Investors, Investments
Education
Medford High School
Suffolk University - Sawyer Business School
BS, Finance
Sheila Clegg's Fidelity Investments Experience August 1993 - Present
Job Director at Fidelity Investments
Industry Real Estate
Experience
Fidelity Investments August 1993 - Present
Skills
Business Analysis, Project Management, Vendor Management, Program Management, PMO, Requirements Analysis, MS Project, Process Improvement, Project Delivery, Agile Methodologies, Project Portfolio...
Education
Suffolk University
Fidelity Investments August 1993 - Present
Skills
Business Analysis, Project Management, Vendor Management, Program Management, PMO, Requirements Analysis, MS Project, Process Improvement, Project Delivery, Agile Methodologies, Project Portfolio...
Education
Suffolk University
Macdara Joyce's Fidelity Investments Experience January 2001 - May 2001
Job QA Manager at GSN Games
Industry Computer Software
Experience
GSN (TV & Games) July 2015 - Present
GSN (TV & Games) September 2012 - September 2015
CIDC April 2011 - September 2012
CIDC July 2008 - April 2011
Hewlett-Packard March 2007 - June 2008
Merrill Lynch October 2006 - January 2007
Accenture May 2006 - July 2006
Royal District Nursing Service February 2006 - April 2006
Bright Horizons April 2001 - August 2005
Fidelity Investments January 2001 - May 2001
Skills
Agile Methodologies, Management, SQL, Scrum, JIRA, Software Quality..., SDLC, Perforce, Agile Project Management, Bugzilla, Quality Assurance, Testing, Software Development, Integration, XML, Test Planning, Software Project..., Java, Databases, Test Cases, Project Management, Software Documentation, Product Management, VMware
Education
Suffolk University - Sawyer School of Management 1999 — 2001
BS, Business Administration
International Institute for Software Testing
Essentials of GUI Testing
ONLC Training Center
MSCE ( 2262A ) “SUPPORTING USERS RUNNING APPLICATIONS ON WINDOWS XP”
GSN (TV & Games) July 2015 - Present
GSN (TV & Games) September 2012 - September 2015
CIDC April 2011 - September 2012
CIDC July 2008 - April 2011
Hewlett-Packard March 2007 - June 2008
Merrill Lynch October 2006 - January 2007
Accenture May 2006 - July 2006
Royal District Nursing Service February 2006 - April 2006
Bright Horizons April 2001 - August 2005
Fidelity Investments January 2001 - May 2001
Skills
Agile Methodologies, Management, SQL, Scrum, JIRA, Software Quality..., SDLC, Perforce, Agile Project Management, Bugzilla, Quality Assurance, Testing, Software Development, Integration, XML, Test Planning, Software Project..., Java, Databases, Test Cases, Project Management, Software Documentation, Product Management, VMware
Education
Suffolk University - Sawyer School of Management 1999 — 2001
BS, Business Administration
International Institute for Software Testing
Essentials of GUI Testing
ONLC Training Center
MSCE ( 2262A ) “SUPPORTING USERS RUNNING APPLICATIONS ON WINDOWS XP”
Kevin McColgan's Fidelity Investments Experience April 2010 - Present
Job Senior Director Data Center Engineering at Fidelity Investments
Industry Facilities Services
Experience
Fidelity Investments April 2010 - Present
Electrinic Space Systems Corporation February 1995 - November 1995
First Data Corporation September 1990 - December 1994
Education
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Business Administration
University of Massachusetts Lowell 1999 — 2003
ASEET, Electronic Engineering
Fidelity Investments April 2010 - Present
Electrinic Space Systems Corporation February 1995 - November 1995
First Data Corporation September 1990 - December 1994
Education
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Business Administration
University of Massachusetts Lowell 1999 — 2003
ASEET, Electronic Engineering
Joyce (Cauchon) Rowan's Fidelity Investments Experience October 1979 - February 1985
Job Adjuster at State Fund
Industry Insurance
Experience
State Fund July 2003 - Present
CalPERS September 1999 - May 2000
Eaton Vance Management May 1986 - February 1999
Fidelity Investments October 1979 - February 1985
Skills
High Yield
Education
Suffolk University - Sawyer Business School 1983 — 1985
M.B.A., Business Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 1974 — 1978
B.A., Economics
State Fund July 2003 - Present
CalPERS September 1999 - May 2000
Eaton Vance Management May 1986 - February 1999
Fidelity Investments October 1979 - February 1985
Skills
High Yield
Education
Suffolk University - Sawyer Business School 1983 — 1985
M.B.A., Business Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 1974 — 1978
B.A., Economics
William R. French's Fidelity Investments Experience November 2005 - Present
Job Vice President Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
Fidelity Investments May 1993 - November 2005
Skills
Risk Management, Team Management, Financial Risk
Education
Suffolk University
Bachelor of Science, Marketing / Journalism
Fidelity Investments November 2005 - Present
Fidelity Investments May 1993 - November 2005
Skills
Risk Management, Team Management, Financial Risk
Education
Suffolk University
Bachelor of Science, Marketing / Journalism
Erin Walford's Fidelity Investments Experience October 2011 - Present
Job Financial Service Associate
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
K & M Inventories October 2009 - Present
Tulley BMW June 2003 - September 2011
Congressman, Barney Frank 2006 - 2006
Skills
Microsoft Office, Microsoft Excel, Leadership, Time Management, Windows, Teamwork, Strategic Planning, Leadership Development, Research, Customer Service, Human Resources, Team Leadership, Coaching, Management, Program Management, Organizational..., Training
Education
New England School of Law 2012 — 2016
Doctor of Law (J.D.)
Suffolk University - Sawyer Business School 2009 — 2011
MBA, Organizational Behavior
University of New Hampshire 2004 — 2008
B.A., Political Science, Justice Studies
Nashua High School
Fidelity Investments October 2011 - Present
K & M Inventories October 2009 - Present
Tulley BMW June 2003 - September 2011
Congressman, Barney Frank 2006 - 2006
Skills
Microsoft Office, Microsoft Excel, Leadership, Time Management, Windows, Teamwork, Strategic Planning, Leadership Development, Research, Customer Service, Human Resources, Team Leadership, Coaching, Management, Program Management, Organizational..., Training
Education
New England School of Law 2012 — 2016
Doctor of Law (J.D.)
Suffolk University - Sawyer Business School 2009 — 2011
MBA, Organizational Behavior
University of New Hampshire 2004 — 2008
B.A., Political Science, Justice Studies
Nashua High School
Jennifer Spurrell's Fidelity Investments Experience September 2011 - December 2013
Job Sales Operations Administrator at Everbridge
Industry Computer & Network Security
Experience
Everbridge May 2015 - Present
Kaspersky Lab October 2014 - May 2015
Kaspersky Lab December 2013 - October 2014
Fidelity Investments September 2011 - December 2013
Skills
Finance, Sales, Microsoft Excel, Start-ups, Financial Analysis, Leadership, Access, Entrepreneurship, Market Research, Marketing, Time Management, Management, Project Management, Analysis, Data Analysis, New Business Development, Business Strategy, Strategic Planning
Education
Suffolk University - Sawyer Business School 2007 — 2011
Bachelor of Science in Business Administration, Business Management
Everbridge May 2015 - Present
Kaspersky Lab October 2014 - May 2015
Kaspersky Lab December 2013 - October 2014
Fidelity Investments September 2011 - December 2013
Skills
Finance, Sales, Microsoft Excel, Start-ups, Financial Analysis, Leadership, Access, Entrepreneurship, Market Research, Marketing, Time Management, Management, Project Management, Analysis, Data Analysis, New Business Development, Business Strategy, Strategic Planning
Education
Suffolk University - Sawyer Business School 2007 — 2011
Bachelor of Science in Business Administration, Business Management
Anthony Puopolo's Fidelity Investments Experience February 2004 - June 2008
Job Attorney
Industry Law Practice
Experience
American Tower September 2015 - Present
American Tower April 2015 - September 2015
Electric Insurance Company January 2015 - April 2015
Merrill Corporation June 2014 - December 2014
Raytheon September 2013 - November 2013
Unclaimed property recovery and reporting October 2012 - May 2013
MetLife April 2012 - August 2012
Gracies Place June 2008 - October 2009
Fidelity Investments February 2004 - June 2008
Skills
Securities Regulation, Income Tax, Brokerage, Broker-Dealer, Contract Law, Legal Research, Legal Writing, Westlaw, Lexis, Tax Law, Series 7, Financial Services, Mutual Funds, FINRA, Securities, Corporate Law, Estate Planning, Study Skills, Tax, Legal Compliance, LexisNexis, Courts, Civil Litigation, Public Speaking
Education
Methuen High School
Suffolk University Law School 2010 — 2014
Doctor of Law (J.D.)/MBA, Tax Law/Taxation
Suffolk University - Sawyer School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
American Tower September 2015 - Present
American Tower April 2015 - September 2015
Electric Insurance Company January 2015 - April 2015
Merrill Corporation June 2014 - December 2014
Raytheon September 2013 - November 2013
Unclaimed property recovery and reporting October 2012 - May 2013
MetLife April 2012 - August 2012
Gracies Place June 2008 - October 2009
Fidelity Investments February 2004 - June 2008
Skills
Securities Regulation, Income Tax, Brokerage, Broker-Dealer, Contract Law, Legal Research, Legal Writing, Westlaw, Lexis, Tax Law, Series 7, Financial Services, Mutual Funds, FINRA, Securities, Corporate Law, Estate Planning, Study Skills, Tax, Legal Compliance, LexisNexis, Courts, Civil Litigation, Public Speaking
Education
Methuen High School
Suffolk University Law School 2010 — 2014
Doctor of Law (J.D.)/MBA, Tax Law/Taxation
Suffolk University - Sawyer School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Diane Tremblay's Fidelity Investments Experience April 2011 - Present
Job Director, SubAdvisor Program at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments July 2006 - April 2011
Fidelity Investments 2001 - 2006
Skills
Mutual Funds, Asset Managment, Financial Services, Due Diligence, Relationship Management, Asset Management, Securities, Asset Allocation
Education
Suffolk University - Sawyer Business School 1997 — 2001
BSBA, Finance
Fidelity Investments April 2011 - Present
Fidelity Investments July 2006 - April 2011
Fidelity Investments 2001 - 2006
Skills
Mutual Funds, Asset Managment, Financial Services, Due Diligence, Relationship Management, Asset Management, Securities, Asset Allocation
Education
Suffolk University - Sawyer Business School 1997 — 2001
BSBA, Finance
Ryan S. Jordan, CFP®, AWMA®'s Fidelity Investments Experience October 2006 - December 2007
Job Financial Solutions Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2011 - Present
Citizens Bank September 2009 - May 2011
Mercer January 2008 - September 2009
Fidelity Investments October 2006 - December 2007
Skills
401k, Retirement, Wealth Management, Retirement Planning, Lines Of Credit, Series 7, Private Banking, Mortgage Lending, Series 66, Fixed Income
Education
Suffolk University - Sawyer Business School 2002 — 2005
Bachelors, Finance
Xaverian Brothers High School 1995 — 1999
Merrill Lynch May 2011 - Present
Citizens Bank September 2009 - May 2011
Mercer January 2008 - September 2009
Fidelity Investments October 2006 - December 2007
Skills
401k, Retirement, Wealth Management, Retirement Planning, Lines Of Credit, Series 7, Private Banking, Mortgage Lending, Series 66, Fixed Income
Education
Suffolk University - Sawyer Business School 2002 — 2005
Bachelors, Finance
Xaverian Brothers High School 1995 — 1999
Jack Foley's Fidelity Investments Experience 1990 - Present
Job Vice President, Sr. Compliance Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
Fidelity Investments 1990 - Present
Education
Suffolk University - Sawyer School of Management 1989 — 1992
MBA
Westfield State College 1977 — 1981
Bachelor of Science (BS), Criminal Justice
MFS Investment Management April 2015 - Present
Fidelity Investments 1990 - Present
Education
Suffolk University - Sawyer School of Management 1989 — 1992
MBA
Westfield State College 1977 — 1981
Bachelor of Science (BS), Criminal Justice
Christina Skowronek's Fidelity Investments Experience 1995 - 2004
Job Marketing
Industry Marketing and Advertising
Experience
Trimble Marketing & Communications 2012 - Present
Avon 2007 - Present
Fidelity Investments 1995 - 2004
Scudder Investments 1990 - 1995
AMC Theatres 1988 - 1990
Skills
Outlook, Marketing
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Business Administration and Management, General
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance, Operations Management
Trimble Marketing & Communications 2012 - Present
Avon 2007 - Present
Fidelity Investments 1995 - 2004
Scudder Investments 1990 - 1995
AMC Theatres 1988 - 1990
Skills
Outlook, Marketing
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Business Administration and Management, General
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance, Operations Management
Susan OKeefe's Fidelity Investments Experience June 2008 - Present
Job Senior Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA
Fidelity Investments June 2008 - Present
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank