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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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Lauren Vesty Lauren Vesty's Fidelity Investments Experience May 2007 - August 2007
Job Connecting nonprofits with amazing talent
Industry Marketing and Advertising
Experience
LinkedIn October 2014 - Present
JPMorgan Chase February 2014 - October 2014
JPMorgan Chase August 2012 - February 2014
J.P. Morgan February 2012 - August 2012
JP Morgan Chase August 2010 - February 2012
JP Morgan Chase September 2009 - May 2010
JP Morgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Fidelity Investments May 2007 - August 2007
Skills
Project Management, Program Management, Social Innovation, Marketing Strategy, Marketing, Acquisition Marketing, Corporate Social..., Digital Marketing, Social Media, Business Relationship..., Global Client Management, Corporate Events, Skilled Volunteerism, Hackathon Design, Training Delivery, Nonprofit Technology, Technical Writing, SharePoint, Visio, Mentoring, Intraconnect, Photoshop
Education
Syracuse University
BS
LinkedIn October 2014 - Present
JPMorgan Chase February 2014 - October 2014
JPMorgan Chase August 2012 - February 2014
J.P. Morgan February 2012 - August 2012
JP Morgan Chase August 2010 - February 2012
JP Morgan Chase September 2009 - May 2010
JP Morgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Fidelity Investments May 2007 - August 2007
Skills
Project Management, Program Management, Social Innovation, Marketing Strategy, Marketing, Acquisition Marketing, Corporate Social..., Digital Marketing, Social Media, Business Relationship..., Global Client Management, Corporate Events, Skilled Volunteerism, Hackathon Design, Training Delivery, Nonprofit Technology, Technical Writing, SharePoint, Visio, Mentoring, Intraconnect, Photoshop
Education
Syracuse University
BS
Katrina Bennett Katrina Bennett's Fidelity Investments Experience July 2011 - Present
Job Staffing Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Enterprise Rent-A-Car July 2006 - July 2011
Enterprise Rent-A-Car September 2007 - November 2008
Mosaic Sales Solutions April 2004 - April 2006
Stage Stores November 2003 - April 2004
Stage Stores August 1997 - November 2003
Skills
Recruiting
Education
Tarleton State University
Master of Science, Human Resources; Management
Tarleton State University
Bachelor of Science, Psychology
Fidelity Investments July 2011 - Present
Enterprise Rent-A-Car July 2006 - July 2011
Enterprise Rent-A-Car September 2007 - November 2008
Mosaic Sales Solutions April 2004 - April 2006
Stage Stores November 2003 - April 2004
Stage Stores August 1997 - November 2003
Skills
Recruiting
Education
Tarleton State University
Master of Science, Human Resources; Management
Tarleton State University
Bachelor of Science, Psychology
Erica Lockberg Erica Lockberg's Fidelity Investments Experience September 2006 - March 2008
Job Marketing Agent, REALTOR at Berkshire Hathaway HomeServices Town and Country Real Estate
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Town and Country Real Estate February 2013 - Present
Prudential Town and Country Real Estate June 2010 - Present
Digitas March 2008 - June 2010
Fidelity Investments September 2006 - March 2008
TJX August 2005 - September 2006
Prudential Town and Country Real Estate September 2000 - September 2005
Skills
Social Media Marketing, Advertising, Marketing Strategy, Online Marketing, Digital Marketing, Social Media, Email Marketing, Direct Marketing, Online Advertising, Marketing Communications, Mobile Marketing, Direct Mail, Customer Service, Account Management, Marketing, Integrated Marketing, Sales, Real Estate, Strategy
Education
Syracuse University 2001 — 2005
BS, Business- Marketing
Berkshire Hathaway HomeServices Town and Country Real Estate February 2013 - Present
Prudential Town and Country Real Estate June 2010 - Present
Digitas March 2008 - June 2010
Fidelity Investments September 2006 - March 2008
TJX August 2005 - September 2006
Prudential Town and Country Real Estate September 2000 - September 2005
Skills
Social Media Marketing, Advertising, Marketing Strategy, Online Marketing, Digital Marketing, Social Media, Email Marketing, Direct Marketing, Online Advertising, Marketing Communications, Mobile Marketing, Direct Mail, Customer Service, Account Management, Marketing, Integrated Marketing, Sales, Real Estate, Strategy
Education
Syracuse University 2001 — 2005
BS, Business- Marketing
Bonnie Benhayon Bonnie Benhayon's Fidelity Investments Experience 1991 - 1998
Job Environmental Business Development Executive at Bank of America
Industry Financial Services
Experience
Bank of America January 2011 - Present
Bank of America November 2002 - January 2011
Bank of America November 2002 - April 2010
Fidelity Charitable Gift Fund 1999 - 2002
Fidelity Investments 1991 - 1998
Skills
Relationship Management, Financial Services, Strategy, Business Development, Direct Marketing, Marketing, Management, Marketing Strategy, Leadership, Program Management, Strategic Planning, Analysis, Investments
Education
Syracuse University 1974 — 1978
BS, Communications
Bank of America January 2011 - Present
Bank of America November 2002 - January 2011
Bank of America November 2002 - April 2010
Fidelity Charitable Gift Fund 1999 - 2002
Fidelity Investments 1991 - 1998
Skills
Relationship Management, Financial Services, Strategy, Business Development, Direct Marketing, Marketing, Management, Marketing Strategy, Leadership, Program Management, Strategic Planning, Analysis, Investments
Education
Syracuse University 1974 — 1978
BS, Communications
Mitchell Campany Mitchell Campany's Fidelity Investments Experience January 2015 - Present
Job Associate System Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
Syracuse University August 2013 - December 2014
M. E. Construction June 2011 - December 2014
Syracuse University August 2013 - January 2014
Nothnagle Realtors June 2010 - January 2014
Skills
Leadership, Microsoft Word, Public Speaking, Entertainment, Event Planning, Strategic Planning, Communication, Fundraising, Statistics, Youth Mentoring, Analytical Skills, Teaching, Self-starter, Mathematics, Analysis, Linear Algebra, Calculus, System Requirements, Use Case Diagrams, system delivery..., Agile Methodologies
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Mathematics
Fidelity Investments January 2015 - Present
Syracuse University August 2013 - December 2014
M. E. Construction June 2011 - December 2014
Syracuse University August 2013 - January 2014
Nothnagle Realtors June 2010 - January 2014
Skills
Leadership, Microsoft Word, Public Speaking, Entertainment, Event Planning, Strategic Planning, Communication, Fundraising, Statistics, Youth Mentoring, Analytical Skills, Teaching, Self-starter, Mathematics, Analysis, Linear Algebra, Calculus, System Requirements, Use Case Diagrams, system delivery..., Agile Methodologies
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Mathematics
Jacqueline Kelly Jacqueline Kelly's Fidelity Investments Experience January 2009 - November 2011
Job Business Analyst
Industry Information Technology and Services
Experience
UNC Health Care February 2015 - Present
Railinc Corp. November 2011 - Present
Fidelity Investments January 2009 - November 2011
Commonfund June 2006 - December 2008
Bank of America November 2001 - November 2004
Skills
Agile Methodologies, Requirements Analysis, Data Analysis, SQL, SAS programming, SDLC, Business Process..., Gap Analysis, User Requirements, User Acceptance Testing, Data Mining, Testing, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Financial Services, Visio, Customer Acquisition, Troubleshooting, Business Analysis, Process Improvement, Program Management, Integration, Management
Education
Syracuse University 2014 — 2017
Certificate of Advanced Study in Data Science
WCSU 2011 — 2013
Bachelors in Business Administration, Marketing
UNC Health Care February 2015 - Present
Railinc Corp. November 2011 - Present
Fidelity Investments January 2009 - November 2011
Commonfund June 2006 - December 2008
Bank of America November 2001 - November 2004
Skills
Agile Methodologies, Requirements Analysis, Data Analysis, SQL, SAS programming, SDLC, Business Process..., Gap Analysis, User Requirements, User Acceptance Testing, Data Mining, Testing, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Financial Services, Visio, Customer Acquisition, Troubleshooting, Business Analysis, Process Improvement, Program Management, Integration, Management
Education
Syracuse University 2014 — 2017
Certificate of Advanced Study in Data Science
WCSU 2011 — 2013
Bachelors in Business Administration, Marketing
Austin Tousaw's Fidelity Investments Experience May 2015 - August 2015
Job Engineering Technical Intern at Fidelity Investments
Industry Higher Education
Experience
Syracuse University August 2012 - Present
Fidelity Investments May 2015 - August 2015
Warner Energy Technologies June 2013 - August 2013
Skills
Microsoft Excel,..., Microsoft SQL Server, Linux System..., Unix Administration, COBOL, Leadership, Problem Solving, SQL, Java, Virtualization, Social Networking, Coaching, Social Media, Public Speaking, Customer Service, Management, Marketing, Public Relations, Teamwork, PowerPoint, Research, Event Planning, Photoshop
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Major: Information Studies and Technology Management. Minor: Global Enterprise Technology, 3.12
Jamesville Dewitt High School 2009 — 2012
Syracuse University August 2012 - Present
Fidelity Investments May 2015 - August 2015
Warner Energy Technologies June 2013 - August 2013
Skills
Microsoft Excel,..., Microsoft SQL Server, Linux System..., Unix Administration, COBOL, Leadership, Problem Solving, SQL, Java, Virtualization, Social Networking, Coaching, Social Media, Public Speaking, Customer Service, Management, Marketing, Public Relations, Teamwork, PowerPoint, Research, Event Planning, Photoshop
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Major: Information Studies and Technology Management. Minor: Global Enterprise Technology, 3.12
Jamesville Dewitt High School 2009 — 2012
Daniel Powers Daniel Powers's Fidelity Investments Experience May 2004 - Present
Job Vice President Service Delivery Leader Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments May 2004 - Present
IBM May 2002 - May 2004
PwC Consulting 1999 - 2004
Pfizer Inc 2000 - 2003
PriceWaterhouseCoopers May 1999 - May 2002
Circuit City Stores, Inc August 1996 - November 1998
Skills
Service Delivery, Project Management, Customer Service, Customer Satisfaction, Program Management, Key Account Management, PeopleSoft, Human Resources, Business Analysis, HRIS, Process Improvement, Leadership, Strategy, Outsourcing, HR Policies, Payroll, Integration, Oracle E-Business Suite, Management, Vendor Management, Training
Education
University of Rhode Island - College of Business Administration 1994 — 1996
BS, Finance
Syracuse University 1991 — 1993
Architecture
Fidelity Investments May 2004 - Present
IBM May 2002 - May 2004
PwC Consulting 1999 - 2004
Pfizer Inc 2000 - 2003
PriceWaterhouseCoopers May 1999 - May 2002
Circuit City Stores, Inc August 1996 - November 1998
Skills
Service Delivery, Project Management, Customer Service, Customer Satisfaction, Program Management, Key Account Management, PeopleSoft, Human Resources, Business Analysis, HRIS, Process Improvement, Leadership, Strategy, Outsourcing, HR Policies, Payroll, Integration, Oracle E-Business Suite, Management, Vendor Management, Training
Education
University of Rhode Island - College of Business Administration 1994 — 1996
BS, Finance
Syracuse University 1991 — 1993
Architecture
Varun Dhore's Fidelity Investments Experience July 2012 - Present
Job Senior Software Engineer Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Beeline October 2010 - May 2012
Cognizant Technology Solutions January 2009 - July 2010
Skills
Oracle, Requirements Analysis, XML, Requirements Gathering, Data Warehousing, Visio, ETL, Databases, SQL, Java, Testing, Business Analysis, Database Design, UML, Systems Analysis, PL/SQL, Data Modeling, Business process..., Web Services, Data Analysis, NoSQL, Cassandra, Spring Batch, JUnit, IntelliJ IDEA, Git
Education
Syracuse University 2010 — 2012
M.S., Information Management
University of Pune 2004 — 2008
Bachelors, Information Techology
Fidelity Investments July 2012 - Present
Beeline October 2010 - May 2012
Cognizant Technology Solutions January 2009 - July 2010
Skills
Oracle, Requirements Analysis, XML, Requirements Gathering, Data Warehousing, Visio, ETL, Databases, SQL, Java, Testing, Business Analysis, Database Design, UML, Systems Analysis, PL/SQL, Data Modeling, Business process..., Web Services, Data Analysis, NoSQL, Cassandra, Spring Batch, JUnit, IntelliJ IDEA, Git
Education
Syracuse University 2010 — 2012
M.S., Information Management
University of Pune 2004 — 2008
Bachelors, Information Techology
Nick Christie, CFP® Nick Christie, CFP®'s Fidelity Investments Experience October 1994 - February 1997
Job Senior Financial Advisor, Investmark Advisory Group, LLC
Industry Financial Services
Experience
Investmark June 2000 - Present
JP Morgan February 1997 - June 2000
Fidelity Investments October 1994 - February 1997
Education
Syracuse University - Martin J. Whitman School of Management
Investmark June 2000 - Present
JP Morgan February 1997 - June 2000
Fidelity Investments October 1994 - February 1997
Education
Syracuse University - Martin J. Whitman School of Management
Nicole Kalian Abbott Nicole Kalian Abbott's Fidelity Investments Experience November 2012 - Present
Job Director, Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments November 2012 - Present
JCPR January 2011 - October 2012
Simon & Schuster November 2004 - January 2011
Skills
Media Relations, Press Releases, Public Relations, Corporate Communications, Strategic Communications, Newsletters, Journalism, Editorial, Editing, Copywriting, Marketing, Social Media, Crisis Communications, Publicity, Publishing, Marketing Communications, Content Strategy, Social Media Marketing, Web Content, Publications, Content Development, Blogging, New Media, Message Development, Copy Editing, Storytelling, Speech Writing, Internal Communications, Content Management
Education
Syracuse University 1996 — 2000
Fidelity Investments November 2012 - Present
JCPR January 2011 - October 2012
Simon & Schuster November 2004 - January 2011
Skills
Media Relations, Press Releases, Public Relations, Corporate Communications, Strategic Communications, Newsletters, Journalism, Editorial, Editing, Copywriting, Marketing, Social Media, Crisis Communications, Publicity, Publishing, Marketing Communications, Content Strategy, Social Media Marketing, Web Content, Publications, Content Development, Blogging, New Media, Message Development, Copy Editing, Storytelling, Speech Writing, Internal Communications, Content Management
Education
Syracuse University 1996 — 2000
Jamie Seibel Jamie Seibel's Fidelity Investments Experience August 2006 - March 2008
Job BI Applications and Solutions Developer
Industry Information Technology and Services
Experience
BNSF Railway March 2014 - Present
The Beryl Companies March 2008 - March 2014
Fidelity Investments August 2006 - March 2008
Pier 1 Imports November 1999 - May 2006
Skills
SQL, Software Development, Business Objects, Dashboard, WebFOCUS, Stored Procedures, CSS, HTML, Data Marts, Visio, Business Analysis, ETL, Microsoft SQL Server, Dashboarding, Report Writing, Process Improvement, Requirements Analysis, Enterprise Architecture, Security, Data Analysis, Business Intelligence, Software Documentation, T-SQL, SDLC, SSRS
Education
Tarrant County College 1997 — 1999
Computer Science
Weatherford College 1992 — 1993
Criminal Justice/Police Science
Tarleton State University 1991 — 1992
Pre Med
BNSF Railway March 2014 - Present
The Beryl Companies March 2008 - March 2014
Fidelity Investments August 2006 - March 2008
Pier 1 Imports November 1999 - May 2006
Skills
SQL, Software Development, Business Objects, Dashboard, WebFOCUS, Stored Procedures, CSS, HTML, Data Marts, Visio, Business Analysis, ETL, Microsoft SQL Server, Dashboarding, Report Writing, Process Improvement, Requirements Analysis, Enterprise Architecture, Security, Data Analysis, Business Intelligence, Software Documentation, T-SQL, SDLC, SSRS
Education
Tarrant County College 1997 — 1999
Computer Science
Weatherford College 1992 — 1993
Criminal Justice/Police Science
Tarleton State University 1991 — 1992
Pre Med
Doug Disbrow Doug Disbrow's Fidelity Investments Experience August 2015 - Present
Job Registered Representative at Fidelity
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Merrill Edge August 2014 - January 2015
iStorage 2007 - 2014
Skills
Market Analysis, Budgets, Hotels, Contract Negotiation, Forecasting, Revenue Analysis, Property Management, Pricing, Investment Properties, New Business Development, Small Business, Microsoft Excel, Microsoft Office, Sales
Education
University of North Florida 2007 — 2011
Bachelor of Arts (BA), Political Science and Business Administration
Tallahassee Community College 2007 — 2007
Associate of Arts (AA), Business Administration, Management and Operations
Fidelity Investments August 2015 - Present
Merrill Edge August 2014 - January 2015
iStorage 2007 - 2014
Skills
Market Analysis, Budgets, Hotels, Contract Negotiation, Forecasting, Revenue Analysis, Property Management, Pricing, Investment Properties, New Business Development, Small Business, Microsoft Excel, Microsoft Office, Sales
Education
University of North Florida 2007 — 2011
Bachelor of Arts (BA), Political Science and Business Administration
Tallahassee Community College 2007 — 2007
Associate of Arts (AA), Business Administration, Management and Operations
Deivid Villegas's Fidelity Investments Experience July 2010 - August 2011
Job Financial Analyst
Industry Financial Services
Experience
UBS July 2013 - Present
BNY Mellon March 2013 - June 2013
Nomura Securities May 2012 - January 2013
Fidelity Investments July 2010 - August 2011
Skills
Hyperion Enterprise, Bloomberg, General Ledger, Financial Reporting, Finance
Education
Syracuse University
Bachelor of Science, Finance, Accounting, Spanish
UBS July 2013 - Present
BNY Mellon March 2013 - June 2013
Nomura Securities May 2012 - January 2013
Fidelity Investments July 2010 - August 2011
Skills
Hyperion Enterprise, Bloomberg, General Ledger, Financial Reporting, Finance
Education
Syracuse University
Bachelor of Science, Finance, Accounting, Spanish
Robin Merlino Robin Merlino's Fidelity Investments Experience 1987 - 1996
Job Graphic Designer, sole proprietor at Robin Design Studio
Industry Education Management
Experience
Robin Design Studio January 2002 - Present
Fidelity Investments 1987 - 1996
Skills
Writing, Published Author, Children's book..., Corporate Identity
Education
DePaul HS
Syracuse University
BFA, Art
Robin Design Studio January 2002 - Present
Fidelity Investments 1987 - 1996
Skills
Writing, Published Author, Children's book..., Corporate Identity
Education
DePaul HS
Syracuse University
BFA, Art
Steve Daglio Steve Daglio's Fidelity Investments Experience June 2000 - September 2009
Job Essential Asset Management, LLC
Industry Investment Management
Experience
Essential Asset Management, LLC July 2011 - Present
Florek Financial March 2010 - July 2011
Fidelity Investments June 2000 - September 2009
Fidelity Investments September 1998 - September 2009
Fidelity Investments November 1999 - May 2000
Skills
Series 66, Private Wealth..., Registered Investment..., Fixed Annuities, Retirement Income..., Problem Solving, 401k Rollovers, Wealth Management..., Uniform Combined State..., Portfolio Management, Retirement, Asset Management, Mutual Funds, Investment Advisory, Investments, Securities, Financial Advisory, Asset Allocation, Strategic Financial...
Education
Bryant College 2007 — 2012
CFP
Syracuse University 1994 — 1998
BS, Finance and Economics
Essential Asset Management, LLC July 2011 - Present
Florek Financial March 2010 - July 2011
Fidelity Investments June 2000 - September 2009
Fidelity Investments September 1998 - September 2009
Fidelity Investments November 1999 - May 2000
Skills
Series 66, Private Wealth..., Registered Investment..., Fixed Annuities, Retirement Income..., Problem Solving, 401k Rollovers, Wealth Management..., Uniform Combined State..., Portfolio Management, Retirement, Asset Management, Mutual Funds, Investment Advisory, Investments, Securities, Financial Advisory, Asset Allocation, Strategic Financial...
Education
Bryant College 2007 — 2012
CFP
Syracuse University 1994 — 1998
BS, Finance and Economics
Sarah Molinari Sarah Molinari's Fidelity Investments Experience November 2011 - Present
Job Director, Social Media at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
The Home Depot June 2010 - November 2011
The Home Depot February 2007 - June 2010
Town of Penfield 2003 - 2006
Novient, Inc. February 2001 - September 2002
Fleishman-Hillard October 1999 - February 2001
GolinHarris 1999 - 1999
Burson-Marsteller 1998 - 1999
Education
Syracuse University 1994 — 1998
Public Relations/Political Science
Churchville-Chili High School 1990 — 1994
Fidelity Investments November 2011 - Present
The Home Depot June 2010 - November 2011
The Home Depot February 2007 - June 2010
Town of Penfield 2003 - 2006
Novient, Inc. February 2001 - September 2002
Fleishman-Hillard October 1999 - February 2001
GolinHarris 1999 - 1999
Burson-Marsteller 1998 - 1999
Education
Syracuse University 1994 — 1998
Public Relations/Political Science
Churchville-Chili High School 1990 — 1994
Melissa Allen Lesley Melissa Allen Lesley's Fidelity Investments Experience August 2002 - November 2006
Job VP, Total Rewards at Quintiles
Industry Human Resources
Experience
Quintiles September 2015 - Present
Quintiles November 2013 - Present
Lenovo November 2006 - November 2013
Fidelity Investments August 2002 - November 2006
IBM 2001 - 2002
Skills
Vendor Management, Project Management, Executive-level..., Compensation & Benefits..., Negotiation, Customer Service...
Education
Syracuse University 1997 — 2001
BS, Human Resources and Marketing
Quintiles September 2015 - Present
Quintiles November 2013 - Present
Lenovo November 2006 - November 2013
Fidelity Investments August 2002 - November 2006
IBM 2001 - 2002
Skills
Vendor Management, Project Management, Executive-level..., Compensation & Benefits..., Negotiation, Customer Service...
Education
Syracuse University 1997 — 2001
BS, Human Resources and Marketing
Newcomb Cole Newcomb Cole's Fidelity Investments Experience 1989 - 1998
Job Director at The Boston Company
Industry Financial Services
Experience
The Boston Company 1998 - Present
Fidelity Investments 1989 - 1998
Skills
Equities, Asset Allocation, Management Consulting, Hedge Funds, Asset Management, Alternative Investments, Strategic Planning, Series 7, Bloomberg, Fixed Income, Asset Managment, Mutual Funds, Valuation, Investments, New Business Development, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 1986 — 1989
BS, Finance
The Bronx High School of Science 1982 — 1984
Riverdale Country School 1978 — 1981
The Boston Company 1998 - Present
Fidelity Investments 1989 - 1998
Skills
Equities, Asset Allocation, Management Consulting, Hedge Funds, Asset Management, Alternative Investments, Strategic Planning, Series 7, Bloomberg, Fixed Income, Asset Managment, Mutual Funds, Valuation, Investments, New Business Development, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 1986 — 1989
BS, Finance
The Bronx High School of Science 1982 — 1984
Riverdale Country School 1978 — 1981
Sarah Francis Sarah Francis's Fidelity Investments Experience June 2013 - Present
Job
Industry Marketing and Advertising
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments April 2011 - June 2013
Citizens Bank April 2008 - April 2011
Arnold Worldwide January 2006 - April 2008
New England Patriots 2006 - 2008
TJX Companies May 2005 - January 2006
Skills
Series 7, Financial Services, Marketing Communications, Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Double Major in Finance and Marketing
Tabor Academy 1997 — 2001
Highschool
Fidelity Investments June 2013 - Present
Fidelity Investments April 2011 - June 2013
Citizens Bank April 2008 - April 2011
Arnold Worldwide January 2006 - April 2008
New England Patriots 2006 - 2008
TJX Companies May 2005 - January 2006
Skills
Series 7, Financial Services, Marketing Communications, Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Double Major in Finance and Marketing
Tabor Academy 1997 — 2001
Highschool
Sheldon Thomas Sheldon Thomas's Fidelity Investments Experience June 2010 - February 2011
Job Technologist
Industry Computer Software
Experience
Resplendent G.P. August 2012 - Present
9mmedia January 2011 - October 2012
Fidelity Investments June 2010 - February 2011
Microsoft May 2009 - August 2009
Microsoft May 2008 - August 2008
Skills
JavaScript, Mobile Applications, Python, Java, Objective-C, Ruby on Rails, Testing, iOS development, SQL, SDLC, Ruby
Education
Syracuse University 2006 — 2010
BS, Computer Science
Resplendent G.P. August 2012 - Present
9mmedia January 2011 - October 2012
Fidelity Investments June 2010 - February 2011
Microsoft May 2009 - August 2009
Microsoft May 2008 - August 2008
Skills
JavaScript, Mobile Applications, Python, Java, Objective-C, Ruby on Rails, Testing, iOS development, SQL, SDLC, Ruby
Education
Syracuse University 2006 — 2010
BS, Computer Science
Alex Rouse Alex Rouse's Fidelity Investments Experience January 2011 - April 2012
Job Senior Software Developer at Raizlabs
Industry Computer Software
Experience
Raizlabs March 2012 - Present
Fidelity Investments January 2011 - April 2012
Fidelity Investments July 2010 - December 2010
Cardinal Components June 2009 - August 2009
Skills
Objective-C, JavaScript, Advanced CSS, Java, iOS development, iPhone Application..., Agile Methodolgy, HTML 5, User Experience, Agile Methodologies, OOP, Mobile Applications, iOS
Education
Syracuse University 2006 — 2010
Bachelor of Science, Computer Engineering
Raizlabs March 2012 - Present
Fidelity Investments January 2011 - April 2012
Fidelity Investments July 2010 - December 2010
Cardinal Components June 2009 - August 2009
Skills
Objective-C, JavaScript, Advanced CSS, Java, iOS development, iPhone Application..., Agile Methodolgy, HTML 5, User Experience, Agile Methodologies, OOP, Mobile Applications, iOS
Education
Syracuse University 2006 — 2010
Bachelor of Science, Computer Engineering
Heidi Haska Heidi Haska's Fidelity Investments Experience December 2009 - Present
Job Vice President, Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2009 - Present
Independent Consulting January 2003 - December 2009
The O'Connor Group, Inc September 2007 - November 2009
AMS (Accounting Management Solutions) January 2007 - November 2009
Fidelity Investments December 1991 - July 2002
Skills
Managerial Finance
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Fidelity Investments December 2009 - Present
Independent Consulting January 2003 - December 2009
The O'Connor Group, Inc September 2007 - November 2009
AMS (Accounting Management Solutions) January 2007 - November 2009
Fidelity Investments December 1991 - July 2002
Skills
Managerial Finance
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Jason DeSisto Jason DeSisto's Fidelity Investments Experience 2002 - 2003
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company September 2012 - November 2014
New York Life Insurance Company April 2006 - September 2012
MetLife 2003 - 2006
Fidelity Investments 2002 - 2003
Skills
Retirement Planning, Investments, Retirement, Pensions, Call Center, Workforce Planning, Legal Compliance, Operations Management, Remittance Processing, Life & Health Insurance..., Mutual Funds, Strategy, Business Process...
Education
Syracuse University 1990 — 1994
Bachelor of Arts (BA), Pre-Law Studies
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company September 2012 - November 2014
New York Life Insurance Company April 2006 - September 2012
MetLife 2003 - 2006
Fidelity Investments 2002 - 2003
Skills
Retirement Planning, Investments, Retirement, Pensions, Call Center, Workforce Planning, Legal Compliance, Operations Management, Remittance Processing, Life & Health Insurance..., Mutual Funds, Strategy, Business Process...
Education
Syracuse University 1990 — 1994
Bachelor of Arts (BA), Pre-Law Studies
LaShaunda Small LaShaunda Small's Fidelity Investments Experience April 2014 - Present
Job Brokerage Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments December 2013 - April 2014
YMCA of Metropolitan Fort Worth February 2012 - November 2013
Moxie Marketing December 2011 - January 2012
The Grove Aprtments January 2009 - December 2011
Skills
Training, Marketing Communications, Social Media, Social Media Marketing, Event Planning, Leadership, Management, Program Management, Sales, Microsoft Office, Community Outreach, Customer Service, Product Marketing, Digital Marketing, Cash Handling Experience, Customer Retention, Online Marketing, Membership Development, Sports Marketing
Education
Tarleton State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments April 2014 - Present
Fidelity Investments December 2013 - April 2014
YMCA of Metropolitan Fort Worth February 2012 - November 2013
Moxie Marketing December 2011 - January 2012
The Grove Aprtments January 2009 - December 2011
Skills
Training, Marketing Communications, Social Media, Social Media Marketing, Event Planning, Leadership, Management, Program Management, Sales, Microsoft Office, Community Outreach, Customer Service, Product Marketing, Digital Marketing, Cash Handling Experience, Customer Retention, Online Marketing, Membership Development, Sports Marketing
Education
Tarleton State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Brian Thedford's Fidelity Investments Experience 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Bank of America September 2010 - November 2014
Education
Texas A&M University 2010 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Tarleton State University 2008 — 2009
Finance, General
Fidelity Investments 2014 - Present
Bank of America September 2010 - November 2014
Education
Texas A&M University 2010 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Tarleton State University 2008 — 2009
Finance, General
Thomas (Nino) DiPasquale Thomas (Nino) DiPasquale's Fidelity Investments Experience May 2015 - August 2015
Job Student at Syracuse University
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - August 2015
Deli-Boy Inc. May 2014 - August 2014
Healthy Vends August 2008 - September 2013
Big Apple Deli & Food Product Inc. June 2012 - August 2013
Rochester Americans Summer Hockey Camp July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Java, Social Media, Social Networking, HTML, Sales, Windows, Microsoft Word, Windows 7, OS X, CSS, jQuery, XML, Microsoft SQL Server, SQL, Leadership
Education
Syracuse University 2015 — 2016
Master of Science (M.S.), Management Information Systems, General
Syracuse University 2012 — 2016
Bachelor of Science (B.S.), Information Technology
Fidelity Investments May 2015 - August 2015
Deli-Boy Inc. May 2014 - August 2014
Healthy Vends August 2008 - September 2013
Big Apple Deli & Food Product Inc. June 2012 - August 2013
Rochester Americans Summer Hockey Camp July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Java, Social Media, Social Networking, HTML, Sales, Windows, Microsoft Word, Windows 7, OS X, CSS, jQuery, XML, Microsoft SQL Server, SQL, Leadership
Education
Syracuse University 2015 — 2016
Master of Science (M.S.), Management Information Systems, General
Syracuse University 2012 — 2016
Bachelor of Science (B.S.), Information Technology
Patti Young Patti Young's Fidelity Investments Experience January 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments June 2011 - Present
Skills
Series 6, 63 licensed, Series 6, Competitive Analysis, Strategic Thinking, Mutual Funds, Financial Services, Series 63, 401k, Retirement, Product Management, Thought Leadership, Integrated Marketing, Outsourcing, Strategy, Marketing Communications, Sales Presentations, Customer Engagement, Market Research, Marketing Strategy, Management
Education
Syracuse University 1983 — 1986
Bachelor of Arts, S.I. Newhouse School of Public Communications, Advertising
Masuk High School 1979 — 1983
Fidelity Investments January 2014 - Present
Fidelity Investments June 2011 - Present
Skills
Series 6, 63 licensed, Series 6, Competitive Analysis, Strategic Thinking, Mutual Funds, Financial Services, Series 63, 401k, Retirement, Product Management, Thought Leadership, Integrated Marketing, Outsourcing, Strategy, Marketing Communications, Sales Presentations, Customer Engagement, Market Research, Marketing Strategy, Management
Education
Syracuse University 1983 — 1986
Bachelor of Arts, S.I. Newhouse School of Public Communications, Advertising
Masuk High School 1979 — 1983
Michele Cilurzo Michele Cilurzo's Fidelity Investments Experience April 2003 - June 2006
Job Client Relationship Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
Haley T Henderson's Fidelity Investments Experience August 2015 - Present
Job Client Service Representative for Fidelity Charitable
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
U.S. District Courts- Dallas Federal Court Office May 2015 - June 2015
Retrospection Boutique April 2014 - May 2015
Tarleton State University October 2012 - January 2014
Skills
Training, Management, Employee Training, Leadership, Organizational..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Team Building, Recruiting, Teamwork, Time Management, Public Relations, Account Management, Social Networking, Human Resources, Interviews
Education
Tarleton State University 2011 — 2015
Bachelor of Business Administration (BBA), Human Resources Management
Fidelity Investments August 2015 - Present
U.S. District Courts- Dallas Federal Court Office May 2015 - June 2015
Retrospection Boutique April 2014 - May 2015
Tarleton State University October 2012 - January 2014
Skills
Training, Management, Employee Training, Leadership, Organizational..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Team Building, Recruiting, Teamwork, Time Management, Public Relations, Account Management, Social Networking, Human Resources, Interviews
Education
Tarleton State University 2011 — 2015
Bachelor of Business Administration (BBA), Human Resources Management
Demi Christakos's Fidelity Investments Experience October 2004 - August 2005
Job Lead Solution Engineer at Salesforce
Industry Computer Software
Experience
Salesforce January 2015 - Present
Oracle September 2013 - Present
Oracle March 2012 - September 2013
RightNow 2005 - 2012
Fidelity Investments October 2004 - August 2005
John Hancock December 1999 - September 2004
Keyport Life Insurance Company 1997 - 1999
Monet Jewelry 1995 - 1997
Godiva Chocolatier 1994 - 1995
Filene's 1993 - 1994
Skills
CRM, Software Project..., SDLC, SaaS, Business Analysis, Professional Services, Consulting, Cloud Computing, Requirements Analysis, Software Documentation, Integration, Project Management
Education
Syracuse University 1989 — 1993
Salesforce January 2015 - Present
Oracle September 2013 - Present
Oracle March 2012 - September 2013
RightNow 2005 - 2012
Fidelity Investments October 2004 - August 2005
John Hancock December 1999 - September 2004
Keyport Life Insurance Company 1997 - 1999
Monet Jewelry 1995 - 1997
Godiva Chocolatier 1994 - 1995
Filene's 1993 - 1994
Skills
CRM, Software Project..., SDLC, SaaS, Business Analysis, Professional Services, Consulting, Cloud Computing, Requirements Analysis, Software Documentation, Integration, Project Management
Education
Syracuse University 1989 — 1993
Blake Dugger Blake Dugger's Fidelity Investments Experience September 2012 - October 2013
Job Senior Network Engineer at Think Finance
Industry Information Technology and Services
Experience
Think Finance February 2015 - Present
Verizon Wireless October 2013 - February 2015
Fidelity Investments September 2012 - October 2013
USAA June 2009 - October 2012
Skills
Network Engineering, Firewalls, VPN, Cisco Routers, Cisco Technologies, F5 BigIP, Networking, Wireless Networking, OSPF, Cisco IOS, Network Security, Load Balancing, Data Center, Wireshark, CCNA, Packet Capture, Checkpoint, Network Administration, Network Design, TCP/IP, Cisco Routing &..., Cisco Nexus, IPSec, High Availability, Routing, Routers, DNS, Network Monitoring Tools, Network Architecture, Switches, BGP, MPLS, Cisco ASA, Palo Alto Networks
Education
Tarleton State University 2005 — 2009
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
Think Finance February 2015 - Present
Verizon Wireless October 2013 - February 2015
Fidelity Investments September 2012 - October 2013
USAA June 2009 - October 2012
Skills
Network Engineering, Firewalls, VPN, Cisco Routers, Cisco Technologies, F5 BigIP, Networking, Wireless Networking, OSPF, Cisco IOS, Network Security, Load Balancing, Data Center, Wireshark, CCNA, Packet Capture, Checkpoint, Network Administration, Network Design, TCP/IP, Cisco Routing &..., Cisco Nexus, IPSec, High Availability, Routing, Routers, DNS, Network Monitoring Tools, Network Architecture, Switches, BGP, MPLS, Cisco ASA, Palo Alto Networks
Education
Tarleton State University 2005 — 2009
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
Tony Bonvino Tony Bonvino's Fidelity Investments Experience January 2013 - Present
Job Senior Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
SuccessFactors October 2012 - January 2013
Bloomberg January 2011 - October 2012
Bloomberg April 2006 - February 2011
Boston Beer Company May 2005 - April 2006
Skills
Bloomberg Terminal, Equity Research, Prospecting Skills, Account Management, Sales, CRM, Analytics, Equity Derivatives, Equities, Leadership, Bloomberg, Lead Generation, Fixed Income, Financial Markets, Electronic Trading, Capital Markets, Portfolio Management, Hedge Funds
Education
Syracuse University 2001 — 2005
Bachelor of Science, Marketing
Fidelity Investments January 2013 - Present
SuccessFactors October 2012 - January 2013
Bloomberg January 2011 - October 2012
Bloomberg April 2006 - February 2011
Boston Beer Company May 2005 - April 2006
Skills
Bloomberg Terminal, Equity Research, Prospecting Skills, Account Management, Sales, CRM, Analytics, Equity Derivatives, Equities, Leadership, Bloomberg, Lead Generation, Fixed Income, Financial Markets, Electronic Trading, Capital Markets, Portfolio Management, Hedge Funds
Education
Syracuse University 2001 — 2005
Bachelor of Science, Marketing
Don Cimorelli Don Cimorelli's Fidelity Investments Experience 2010 - Present
Job Senior HR Shared Services & Outsourcing Executive
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2002 - 2007
IBM 1984 - 2002
Skills
Human Resources, Outsourcing, Program Management, Strategic Planning, Performance Management, Business Process, Operations Management, P&L, Shared Services, Global Operations, Compensation, Benefits, Payroll, Retirement, Employee Relations, Talent Management, Acquisitions, Divestitures, EO Compliance, Program Office, Business Process..., Employee Benefits, Personnel Management, Employee Engagement, PMO, Workforce Planning
Education
Syracuse University - Martin J. Whitman School of Management 1981 — 1984
MBA, Business Administration - Human Resources
University of Delaware - Lerner College of Business and Economics 1977 — 1981
B.S., Business Administration - Finance
Professional Development
Fidelity Investments 2010 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2002 - 2007
IBM 1984 - 2002
Skills
Human Resources, Outsourcing, Program Management, Strategic Planning, Performance Management, Business Process, Operations Management, P&L, Shared Services, Global Operations, Compensation, Benefits, Payroll, Retirement, Employee Relations, Talent Management, Acquisitions, Divestitures, EO Compliance, Program Office, Business Process..., Employee Benefits, Personnel Management, Employee Engagement, PMO, Workforce Planning
Education
Syracuse University - Martin J. Whitman School of Management 1981 — 1984
MBA, Business Administration - Human Resources
University of Delaware - Lerner College of Business and Economics 1977 — 1981
B.S., Business Administration - Finance
Professional Development
Julie Wilkes's Fidelity Investments Experience November 2014 - April 2015
Job Recruitment Manager at SML Simple Moving Labor
Industry Staffing and Recruiting
Experience
SML - Simple Moving Labor April 2015 - Present
Fidelity Investments November 2014 - April 2015
Tarleton State University September 2013 - November 2014
Tarleton State University June 2013 - August 2013
Tarleton State University January 2013 - May 2013
Tarleton State University December 2011 - December 2012
Skills
Leadership, Interviews, Employee Benefits, College Recruiting, Talent Acquisition, Resume Writing, Compensation, Human Resources, Professional Development, Payroll, Paychex, Personnel Management, Staff Development, Public Speaking, Microsoft Office, Event Planning, Recruiting, Research, Career Skills, Social Networking, Student Development
Education
Tarleton State University 2013 — 2015
Master of Science (MS), Human Resources Management, 3.89
Tarleton State University 2010 — 2013
Bachelor of Science (BS), Communication Minor in Technical Writing and Business, 3.1
SML - Simple Moving Labor April 2015 - Present
Fidelity Investments November 2014 - April 2015
Tarleton State University September 2013 - November 2014
Tarleton State University June 2013 - August 2013
Tarleton State University January 2013 - May 2013
Tarleton State University December 2011 - December 2012
Skills
Leadership, Interviews, Employee Benefits, College Recruiting, Talent Acquisition, Resume Writing, Compensation, Human Resources, Professional Development, Payroll, Paychex, Personnel Management, Staff Development, Public Speaking, Microsoft Office, Event Planning, Recruiting, Research, Career Skills, Social Networking, Student Development
Education
Tarleton State University 2013 — 2015
Master of Science (MS), Human Resources Management, 3.89
Tarleton State University 2010 — 2013
Bachelor of Science (BS), Communication Minor in Technical Writing and Business, 3.1
Clint Hall Clint Hall's Fidelity Investments Experience 2011 - 2012
Job Strategic Business Development & Marketing
Industry Automotive
Experience
Westport December 2014 - Present
Bulldog Renovations and Retrofitting 2012 - 2013
Fidelity Investments 2011 - 2012
ADP, Inc May 2006 - July 2009
Beckett Media July 2000 - May 2006
Fidelity Investments June 1995 - July 2000
Skills
Account Management, Selling, Customer Service, New Business Development, Negotiation, Sales Management, Sales, Public Speaking, Management, Interior Design, Social Media, Salesforce.com, B2B, Social Media Marketing, Sales Process, Microsoft Office, Business Development, Marketing, Leadership, Team Leadership, Cold Calling, Sales Operations, Strategic Planning, Coaching, Budgets, Public Relations, Direct Sales, Training, Sales Presentations, Marketing Strategy, Recruiting, Contract Negotiation, Team Building
Education
Tarleton State University 1988 — 1992
Bachelor of Science, Criminology
Monahans High School
Westport December 2014 - Present
Bulldog Renovations and Retrofitting 2012 - 2013
Fidelity Investments 2011 - 2012
ADP, Inc May 2006 - July 2009
Beckett Media July 2000 - May 2006
Fidelity Investments June 1995 - July 2000
Skills
Account Management, Selling, Customer Service, New Business Development, Negotiation, Sales Management, Sales, Public Speaking, Management, Interior Design, Social Media, Salesforce.com, B2B, Social Media Marketing, Sales Process, Microsoft Office, Business Development, Marketing, Leadership, Team Leadership, Cold Calling, Sales Operations, Strategic Planning, Coaching, Budgets, Public Relations, Direct Sales, Training, Sales Presentations, Marketing Strategy, Recruiting, Contract Negotiation, Team Building
Education
Tarleton State University 1988 — 1992
Bachelor of Science, Criminology
Monahans High School
Tandy Deweber's Fidelity Investments Experience June 2011 - April 2013
Job Project Manager/Sales Texas & New Mexico
Industry Oil & Energy
Experience
Polaris Services LLC October 2014 - Present
Pioneer Natural Resources Company February 2014 - August 2014
Jetta Operating Company September 2013 - February 2014
Merrill Lynch April 2013 - September 2013
Fidelity Investments June 2011 - April 2013
Cisco Systems September 2010 - June 2011
JC Penney July 2010 - September 2010
Raytheon October 2007 - June 2010
Milestone Management March 2007 - October 2007
Texas Department of Family and Protective Services February 2005 - February 2007
Skills
College Recruiting, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Relations, Onboarding, Human Resources, Sourcing, Interviews, New Hire Orientations, Training, Deferred Compensation, Screening, Employee Benefits, Temporary Placement, SDLC, Leadership, Screening Resumes, Payroll, Management, Employer Branding, Process Improvement, Hiring
Education
Tarleton State University 2003 — 2006
MS, Human Resource Management
Tarleton State University 1998 — 2002
BBA, Minor in Accounting
Bowie 1993 — 1997
Diploma, General Studies
Polaris Services LLC October 2014 - Present
Pioneer Natural Resources Company February 2014 - August 2014
Jetta Operating Company September 2013 - February 2014
Merrill Lynch April 2013 - September 2013
Fidelity Investments June 2011 - April 2013
Cisco Systems September 2010 - June 2011
JC Penney July 2010 - September 2010
Raytheon October 2007 - June 2010
Milestone Management March 2007 - October 2007
Texas Department of Family and Protective Services February 2005 - February 2007
Skills
College Recruiting, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Relations, Onboarding, Human Resources, Sourcing, Interviews, New Hire Orientations, Training, Deferred Compensation, Screening, Employee Benefits, Temporary Placement, SDLC, Leadership, Screening Resumes, Payroll, Management, Employer Branding, Process Improvement, Hiring
Education
Tarleton State University 2003 — 2006
MS, Human Resource Management
Tarleton State University 1998 — 2002
BBA, Minor in Accounting
Bowie 1993 — 1997
Diploma, General Studies
Marissa Gotleib's Fidelity Investments Experience May 2015 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Ronald McDonald House January 2015 - May 2015
Fidelity Investments June 2014 - August 2014
Alpha Gamma Delta January 2013 - December 2013
Bridgewealth Advisors May 2013 - August 2013
Skills
Public Speaking, Teamwork, Marketing, Business Analysis, Accounting, Analysis, Finance, Economics, Risk Management, Leadership, Event Planning, Sales
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (B.S.), Double Major: Finance and Marketing Management Minor: Economics
Fidelity Investments May 2015 - Present
Ronald McDonald House January 2015 - May 2015
Fidelity Investments June 2014 - August 2014
Alpha Gamma Delta January 2013 - December 2013
Bridgewealth Advisors May 2013 - August 2013
Skills
Public Speaking, Teamwork, Marketing, Business Analysis, Accounting, Analysis, Finance, Economics, Risk Management, Leadership, Event Planning, Sales
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (B.S.), Double Major: Finance and Marketing Management Minor: Economics
John Mannix John Mannix's Fidelity Investments Experience June 1991 - January 1997
Job Chief Executive Officer at Baldwin Brothers Wealth Management
Industry Investment Management
Experience
Baldwin Brothers - Wealth Management September 2015 - Present
Newfound Research LLC October 2013 - September 2015
Baldwin Brothers October 2010 - October 2013
Oakmont Partners July 2005 - October 2010
Rydex Investments March 2000 - April 2005
Scudder Kemper Investments February 1997 - March 1999
Fidelity Investments June 1991 - January 1997
Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition
Education
Syracuse University 1987 — 1991
Bachelors of Science, Economics; Marketing and Finance
Baldwin Brothers - Wealth Management September 2015 - Present
Newfound Research LLC October 2013 - September 2015
Baldwin Brothers October 2010 - October 2013
Oakmont Partners July 2005 - October 2010
Rydex Investments March 2000 - April 2005
Scudder Kemper Investments February 1997 - March 1999
Fidelity Investments June 1991 - January 1997
Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition
Education
Syracuse University 1987 — 1991
Bachelors of Science, Economics; Marketing and Finance
Emily (Chapman) Marotta's Fidelity Investments Experience 2007 - 2009
Job Underwriter at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group 2009 - Present
The Hanover Insurance Group August 2009 - June 2010
Fidelity Investments 2007 - 2009
Skills
Underwriting, Professional Liability, Commercial Insurance, Risk Management, Insurance, Property & Casualty..., General Insurance, Claim, Commercial Lines, Casualty, Liability
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science (B.S.), Finance
The Hanover Insurance Group 2009 - Present
The Hanover Insurance Group August 2009 - June 2010
Fidelity Investments 2007 - 2009
Skills
Underwriting, Professional Liability, Commercial Insurance, Risk Management, Insurance, Property & Casualty..., General Insurance, Claim, Commercial Lines, Casualty, Liability
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science (B.S.), Finance
Ross Yager Ross Yager's Fidelity Investments Experience April 2015 - Present
Job High Net Worth Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
MFS Investment Management August 2013 - April 2015
Northwestern Mutual June 2012 - September 2012
Woodstock Inn Station & Brewery June 2011 - August 2011
Loon Mountain Resort July 2010 - August 2011
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Outlook, Data Analysis, Customer Service, Time Management, Teamwork, Finance
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.); Bachelor of Arts (B.A.), Finance; Economics
Syracuse University, Madrid 2012 — 2012
Framingham High School 2005 — 2009
Fidelity Investments April 2015 - Present
MFS Investment Management August 2013 - April 2015
Northwestern Mutual June 2012 - September 2012
Woodstock Inn Station & Brewery June 2011 - August 2011
Loon Mountain Resort July 2010 - August 2011
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Outlook, Data Analysis, Customer Service, Time Management, Teamwork, Finance
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.); Bachelor of Arts (B.A.), Finance; Economics
Syracuse University, Madrid 2012 — 2012
Framingham High School 2005 — 2009
Glen MacNeil, CFA Glen MacNeil, CFA's Fidelity Investments Experience April 1996 - March 2004
Job Financial Advisor and FeeOnly Fiduciary Focused on Managing Risk
Industry Investment Management
Experience
Owner/Principal at MacNeil Capital Management March 2004 - Present
Town of Littleton May 2006 - May 2009
Fidelity Investments April 1996 - March 2004
The Cooperative Bank of Concord March 1993 - October 1995
Skills
Investments, Portfolio Management, Equities, Due Diligence, Financial Analysis, Financial Advisory, Entrepreneurship, Capital Markets, Technical Analysis, Unbiased Fee-Only Advice, CFA Code of Ethics, Strategic Financial..., Options, Bonds, Research, Wealth, Mutual Funds, Financial Planning, Trading, Bloomberg, Fixed Income, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Bachelor of Science (BS), Accounting
Owner/Principal at MacNeil Capital Management March 2004 - Present
Town of Littleton May 2006 - May 2009
Fidelity Investments April 1996 - March 2004
The Cooperative Bank of Concord March 1993 - October 1995
Skills
Investments, Portfolio Management, Equities, Due Diligence, Financial Analysis, Financial Advisory, Entrepreneurship, Capital Markets, Technical Analysis, Unbiased Fee-Only Advice, CFA Code of Ethics, Strategic Financial..., Options, Bonds, Research, Wealth, Mutual Funds, Financial Planning, Trading, Bloomberg, Fixed Income, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Bachelor of Science (BS), Accounting
Jake Kuss Jake Kuss's Fidelity Investments Experience January 2015 - Present
Job Senior Javascript Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2015 - Present
UnitedHealth Group February 2014 - November 2014
Cigna October 2013 - January 2014
Kronos 2014 - 2014
Kronos 2014 - 2014
Travelers June 2009 - October 2013
Skills
Web Development, jQuery, CSS, JavaScript, HTML 5, XML, JSON, AJAX, IIS, HTML, SDLC, Agile Methodologies, C#, VB.NET, Semantic HTML, Database Design, AngularJS, Business Analysis, Software Development, Web Applications, Requirements Analysis, Vendor Management, Web Design, HTML5, HTML emails, CSS3, Responsiveness, LESS, Grunt, Gulp, SASS, RequireJS
Education
Syracuse University 2005 — 2009
Bachelor's degree, Information Management / Technology, 3.72
Fidelity Investments January 2015 - Present
UnitedHealth Group February 2014 - November 2014
Cigna October 2013 - January 2014
Kronos 2014 - 2014
Kronos 2014 - 2014
Travelers June 2009 - October 2013
Skills
Web Development, jQuery, CSS, JavaScript, HTML 5, XML, JSON, AJAX, IIS, HTML, SDLC, Agile Methodologies, C#, VB.NET, Semantic HTML, Database Design, AngularJS, Business Analysis, Software Development, Web Applications, Requirements Analysis, Vendor Management, Web Design, HTML5, HTML emails, CSS3, Responsiveness, LESS, Grunt, Gulp, SASS, RequireJS
Education
Syracuse University 2005 — 2009
Bachelor's degree, Information Management / Technology, 3.72
Dave Dombrowski Dave Dombrowski's Fidelity Investments Experience August 2002 - Present
Job Technology Program Manager
Industry Financial Services
Experience
Fidelity Investments August 2002 - Present
IBM June 1987 - August 2002
Skills
Vendor Management, SDLC, Information Technology, Program Management, Project Management, Project Portfolio..., PMO, Leadership, Analysis, PMP, IT Strategy, Business Process..., Business Analysis, Software Project..., Visio, Requirements Analysis, Process Improvement, Integration
Education
Syracuse University
Master of Science (MS), Computer Engineering
Union College
Bachelor of Science (BS), Electrical Engineering
Fidelity Investments August 2002 - Present
IBM June 1987 - August 2002
Skills
Vendor Management, SDLC, Information Technology, Program Management, Project Management, Project Portfolio..., PMO, Leadership, Analysis, PMP, IT Strategy, Business Process..., Business Analysis, Software Project..., Visio, Requirements Analysis, Process Improvement, Integration
Education
Syracuse University
Master of Science (MS), Computer Engineering
Union College
Bachelor of Science (BS), Electrical Engineering
Ashwini (Asha) Srikantiah Ashwini (Asha) Srikantiah's Fidelity Investments Experience July 2012 - Present
Job Design Thinking and Innovation at Fidelity Investments
Industry Consumer Services
Experience
Fidelity Investments July 2012 - Present
Impact Consulting Group May 2011 - April 2012
JWT November 2008 - July 2010
New Line Cinema May 2007 - June 2008
Filmaka.com, LLC November 2006 - April 2007
Artwallah March 2005 - October 2006
Viacom Productions July 2003 - September 2004
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Strategy, Innovation, Business Design
Syracuse University 1999 — 2003
Bachelor of Science, Television, Radio and Film
Fidelity Investments July 2012 - Present
Impact Consulting Group May 2011 - April 2012
JWT November 2008 - July 2010
New Line Cinema May 2007 - June 2008
Filmaka.com, LLC November 2006 - April 2007
Artwallah March 2005 - October 2006
Viacom Productions July 2003 - September 2004
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Strategy, Innovation, Business Design
Syracuse University 1999 — 2003
Bachelor of Science, Television, Radio and Film
Courtney Doyle's Fidelity Investments Experience 2005 - 2006
Job Director at ISM/CP
Industry Marketing and Advertising
Experience
ISM/CP October 2013 - Present
ISM September 2011 - October 2013
Arnold Worldwide August 2010 - September 2011
ISM April 2010 - August 2010
Modernista! January 2010 - April 2010
Modernista! January 2007 - January 2010
Fidelity Investments 2005 - 2006
Arnold Worldwide, Boston 2000 - 2005
Greenberg, Seronick, O'Leary and Partners 1996 - 2000
PSK 1994 - 1997
Skills
Advertising, New Business Development, Marketing Strategy, Strategy, Marketing Communications, Leadership, Management, Project Management, Content Strategy, Integrated Marketing, Brand Development, Online Advertising, Creative Direction, Digital Marketing, Interactive Marketing, Brand Management, CRM, Marketing, Social Media Marketing
Education
Boulder Digital Works (BDU)
HyperIsland
2010
Silver Lake Regional High School
Syracuse University
BS
ISM/CP October 2013 - Present
ISM September 2011 - October 2013
Arnold Worldwide August 2010 - September 2011
ISM April 2010 - August 2010
Modernista! January 2010 - April 2010
Modernista! January 2007 - January 2010
Fidelity Investments 2005 - 2006
Arnold Worldwide, Boston 2000 - 2005
Greenberg, Seronick, O'Leary and Partners 1996 - 2000
PSK 1994 - 1997
Skills
Advertising, New Business Development, Marketing Strategy, Strategy, Marketing Communications, Leadership, Management, Project Management, Content Strategy, Integrated Marketing, Brand Development, Online Advertising, Creative Direction, Digital Marketing, Interactive Marketing, Brand Management, CRM, Marketing, Social Media Marketing
Education
Boulder Digital Works (BDU)
HyperIsland
2010
Silver Lake Regional High School
Syracuse University
BS
Stephanie Hirshberg's Fidelity Investments Experience October 2012 - Present
Job Vice President, Product Distribution & Consulting Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments April 2011 - October 2012
Fidelity Investments April 2010 - April 2011
Fidelity Investments April 2007 - April 2010
Fidelity Investments July 2001 - April 2007
Razorfish September 1998 - June 2001
Teradyne January 1997 - September 1998
General Electric - Power Systems June 1994 - January 1997
Skills
Product Management, Program Management, Process Engineering, Strategic Planning, Team Leadership, PMO, Product Marketing, Product Strategy, Marketing, Financial Services, Analytics, Marketing Strategy, Management, Business Development, Leadership, Lead Generation, Process Improvement, Business Intelligence, Project Management, Integration, Business Planning, Email Marketing, Account Management, Six Sigma
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1994
B.S., Operations Management/Management Information Systems
Fidelity Investments October 2012 - Present
Fidelity Investments April 2011 - October 2012
Fidelity Investments April 2010 - April 2011
Fidelity Investments April 2007 - April 2010
Fidelity Investments July 2001 - April 2007
Razorfish September 1998 - June 2001
Teradyne January 1997 - September 1998
General Electric - Power Systems June 1994 - January 1997
Skills
Product Management, Program Management, Process Engineering, Strategic Planning, Team Leadership, PMO, Product Marketing, Product Strategy, Marketing, Financial Services, Analytics, Marketing Strategy, Management, Business Development, Leadership, Lead Generation, Process Improvement, Business Intelligence, Project Management, Integration, Business Planning, Email Marketing, Account Management, Six Sigma
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1994
B.S., Operations Management/Management Information Systems
Carolyn (Corliss) Lutz's Fidelity Investments Experience November 2011 - March 2012
Job Broadcast Media Manager at Staples, Inc.
Industry Marketing and Advertising
Experience
Staples May 2012 - Present
Fidelity Investments November 2011 - March 2012
Aegis Media October 2007 - November 2010
Allen & Gerritsen August 2005 - September 2007
MPG arnold July 2003 - March 2005
Harmelin Media July 1998 - June 2003
Skills
Media Planning, Media Buying, Digital Marketing, Advertising, Online Advertising, Integrated Marketing, New Media, Radio, Television, OOH, Newspapers, Magazines, Broadcast, Digital Strategy, Outdoor Advertising, Marketing, Marketing Strategy
Education
Syracuse University 1994 — 1998
BS, Advertising Management
Staples May 2012 - Present
Fidelity Investments November 2011 - March 2012
Aegis Media October 2007 - November 2010
Allen & Gerritsen August 2005 - September 2007
MPG arnold July 2003 - March 2005
Harmelin Media July 1998 - June 2003
Skills
Media Planning, Media Buying, Digital Marketing, Advertising, Online Advertising, Integrated Marketing, New Media, Radio, Television, OOH, Newspapers, Magazines, Broadcast, Digital Strategy, Outdoor Advertising, Marketing, Marketing Strategy
Education
Syracuse University 1994 — 1998
BS, Advertising Management
Jeyanthi Ghatraju's Fidelity Investments Experience September 2014 - June 2015
Job
Industry Computer Software
Experience
Kronos July 2015 - Present
Fidelity Investments September 2014 - June 2015
Raytheon Company Integrated Defense Systems November 2012 - July 2014
Raytheon Technical Services Company November 2010 - November 2012
Dell Systems March 2010 - September 2010
Fidelity Investments July 2009 - February 2010
Global Insight Inc. April 2005 - June 2009
deNovis Inc August 2003 - October 2004
Agilent Technologies December 2000 - April 2003
Cisco 2000 - 2001
Skills
MS Visual Studio 2010, TFS, Automation, Agile Methodologies, Quality Assurance, Testing, Requirements Analysis, Software Quality..., Unix, SDLC, Scrum, SQL, Test Automation, Java, Test Planning, XML, Software Project..., Perl, Test Cases, Quality Center, Enterprise Software, Web Services, Integration, JUnit, Software Development, System Testing, Web Applications, Visual Studio, Linux, User Acceptance Testing, C, Program Management, .NET, Regression Testing, Agile Project Management, C++, Test Strategy, Microsoft SQL Server, Windows, C#, Databases, Business Requirements, HTML, Oracle, Software Engineering, Performance Testing, Defect Tracking, LoadRunner, Ant, SoapUI
Education
Raytheon Six Sigma Specialist 2014 — 2014
American Software Testing Qualifications Bureau 2009 — 2009
Foundation level certificate
University of Saskatchewan 1991 — 1994
MS
Tamil Nadu Agricultural University 1987 — 1989
M.Sc (Ag)
University of Saskatchewan
MS (Crop Science and Plant Ecology)
Kronos July 2015 - Present
Fidelity Investments September 2014 - June 2015
Raytheon Company Integrated Defense Systems November 2012 - July 2014
Raytheon Technical Services Company November 2010 - November 2012
Dell Systems March 2010 - September 2010
Fidelity Investments July 2009 - February 2010
Global Insight Inc. April 2005 - June 2009
deNovis Inc August 2003 - October 2004
Agilent Technologies December 2000 - April 2003
Cisco 2000 - 2001
Skills
MS Visual Studio 2010, TFS, Automation, Agile Methodologies, Quality Assurance, Testing, Requirements Analysis, Software Quality..., Unix, SDLC, Scrum, SQL, Test Automation, Java, Test Planning, XML, Software Project..., Perl, Test Cases, Quality Center, Enterprise Software, Web Services, Integration, JUnit, Software Development, System Testing, Web Applications, Visual Studio, Linux, User Acceptance Testing, C, Program Management, .NET, Regression Testing, Agile Project Management, C++, Test Strategy, Microsoft SQL Server, Windows, C#, Databases, Business Requirements, HTML, Oracle, Software Engineering, Performance Testing, Defect Tracking, LoadRunner, Ant, SoapUI
Education
Raytheon Six Sigma Specialist 2014 — 2014
American Software Testing Qualifications Bureau 2009 — 2009
Foundation level certificate
University of Saskatchewan 1991 — 1994
MS
Tamil Nadu Agricultural University 1987 — 1989
M.Sc (Ag)
University of Saskatchewan
MS (Crop Science and Plant Ecology)
Satish Laxminarayanan's Fidelity Investments Experience May 2002 - March 2007
Job Security Strategy (CISO Advisory), Risk Management & Data Privacy at Confidential (Management Consulting)
Industry Staffing and Recruiting
Experience
SecureWorld Expo June 2013 - Present
Confidential (Management Consulting) January 2012 - Present
Kaiser Permanente October 2009 - December 2011
Barclays Global Investors April 2007 - September 2009
Fidelity Investments May 2002 - March 2007
Skills
Enterprise Risk..., Governance, Data Privacy, Compliance Management, Security, Risk Management, Thought Leadership, Risk Mitigation, Operational Risk..., Information Security..., IT Governance, IT Strategy, Cloud Computing, Risk, SOX Compliancy, Information Security, CISSP, Vulnerability Management, Network Security, IT Audit, Management, Business Continuity, Program Management, Information Technology, Risk Assessment, PCI DSS, Sarbanes-Oxley Act, ISO 27001, CISA, Disaster Recovery, Vulnerability Assessment, Enterprise Architecture, Security Audits, IT Management, NIST, Vendor Management, Penetration Testing, Computer Security, Identity Management, Application Security, Strategy, Privacy Law, Network Architecture, Infrastructure..., Financial Risk
Education
Syracuse University 2001 — 2003
MS, School of Information Studies
SecureWorld Expo June 2013 - Present
Confidential (Management Consulting) January 2012 - Present
Kaiser Permanente October 2009 - December 2011
Barclays Global Investors April 2007 - September 2009
Fidelity Investments May 2002 - March 2007
Skills
Enterprise Risk..., Governance, Data Privacy, Compliance Management, Security, Risk Management, Thought Leadership, Risk Mitigation, Operational Risk..., Information Security..., IT Governance, IT Strategy, Cloud Computing, Risk, SOX Compliancy, Information Security, CISSP, Vulnerability Management, Network Security, IT Audit, Management, Business Continuity, Program Management, Information Technology, Risk Assessment, PCI DSS, Sarbanes-Oxley Act, ISO 27001, CISA, Disaster Recovery, Vulnerability Assessment, Enterprise Architecture, Security Audits, IT Management, NIST, Vendor Management, Penetration Testing, Computer Security, Identity Management, Application Security, Strategy, Privacy Law, Network Architecture, Infrastructure..., Financial Risk
Education
Syracuse University 2001 — 2003
MS, School of Information Studies
Leslie Stroope's Fidelity Investments Experience December 2011 - Present
Job Senior Director, Finance/Pricing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments August 2007 - December 2011
GE January 2000 - July 2007
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 1999
Fidelity Investments December 2011 - Present
Fidelity Investments August 2007 - December 2011
GE January 2000 - July 2007
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 1999
Chris Royal's Fidelity Investments Experience June 2006 - August 2006
Job Regional Sales Manager at Palo Alto Networks
Industry Information Technology and Services
Experience
Palo Alto Networks June 2015 - Present
Silver Peak Systems August 2013 - May 2015
EMC April 2011 - July 2013
EMC July 2008 - March 2011
EMC September 2007 - June 2008
Chegg.com September 2006 - May 2007
Fidelity Investments June 2006 - August 2006
Skills
Marketing, Business Development, Account Management, Sales, Sales Operations, Solution Selling, Salesforce.com, SaaS, Sales Process, Lead Generation, Enterprise Software, Cloud Computing, Strategic Partnerships, Selling, CRM, Backup, Channel Partner..., Direct Sales, Storage, Storage Area Networks, Strategy, Virtualization, WAN Optimisation, Sales Management
Education
Syracuse University 2003 — 2007
Bachelor of Science (BS), Finance/ Marketing & Information Systems
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science (B.S.), Finance/ Marketing
St. Johns Prep 1999 — 2003
Palo Alto Networks June 2015 - Present
Silver Peak Systems August 2013 - May 2015
EMC April 2011 - July 2013
EMC July 2008 - March 2011
EMC September 2007 - June 2008
Chegg.com September 2006 - May 2007
Fidelity Investments June 2006 - August 2006
Skills
Marketing, Business Development, Account Management, Sales, Sales Operations, Solution Selling, Salesforce.com, SaaS, Sales Process, Lead Generation, Enterprise Software, Cloud Computing, Strategic Partnerships, Selling, CRM, Backup, Channel Partner..., Direct Sales, Storage, Storage Area Networks, Strategy, Virtualization, WAN Optimisation, Sales Management
Education
Syracuse University 2003 — 2007
Bachelor of Science (BS), Finance/ Marketing & Information Systems
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science (B.S.), Finance/ Marketing
St. Johns Prep 1999 — 2003
Corey Szadis's Fidelity Investments Experience March 2001 - February 2009
Job Writer and Editor with Master of Science degree in Technical Communications
Industry Writing and Editing
Experience
The TJX Companies, Inc. February 2015 - April 2015
The TJX Companies, Inc. September 2014 - December 2014
Specialty Commerce Corp. September 2011 - June 2013
Specialty Commerce Corp. May 2011 - September 2011
PartyLite August 2010 - April 2011
Grand Circle Travel March 2010 - June 2010
Fidelity Investments March 2001 - February 2009
Skills
Copywriting, Copy Editing, Proofreading, Editing, Advertising, Blogging, Creative Writing, InDesign, Wordpress, Marketing, Corporate Communications, Microsoft Office, Online Advertising, Web Content, Direct Marketing, Direct Mail, Email Marketing, Marketing Communications, Social Media, Facebook, Digital Marketing, Adobe Acrobat, Publishing, Newsletters
Education
Northeastern University 2014 — 2015
Master of Science (MS), Technical and Scientific Communication
Syracuse University 1989 — 1993
2 Bachelor Degrees, English and Televison, Radio and Film Writing
Morse High School 1987 — 1989
HIgh School Diploma
The TJX Companies, Inc. February 2015 - April 2015
The TJX Companies, Inc. September 2014 - December 2014
Specialty Commerce Corp. September 2011 - June 2013
Specialty Commerce Corp. May 2011 - September 2011
PartyLite August 2010 - April 2011
Grand Circle Travel March 2010 - June 2010
Fidelity Investments March 2001 - February 2009
Skills
Copywriting, Copy Editing, Proofreading, Editing, Advertising, Blogging, Creative Writing, InDesign, Wordpress, Marketing, Corporate Communications, Microsoft Office, Online Advertising, Web Content, Direct Marketing, Direct Mail, Email Marketing, Marketing Communications, Social Media, Facebook, Digital Marketing, Adobe Acrobat, Publishing, Newsletters
Education
Northeastern University 2014 — 2015
Master of Science (MS), Technical and Scientific Communication
Syracuse University 1989 — 1993
2 Bachelor Degrees, English and Televison, Radio and Film Writing
Morse High School 1987 — 1989
HIgh School Diploma
Daniel J. Cazac, MBA, CFP®'s Fidelity Investments Experience September 2014 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Charles Schwab August 2012 - September 2014
Chase Investment Services Corporation 2009 - August 2012
Chase Investment Services Corp December 2009 - August 2010
Edward Jones 2007 - 2009
Education
Texas A&M Commerce 2010 — 2011
Certificate in Financial Planning
Tarleton State University 2009 — 2010
Master of Business Administration (MBA), Finance
Tarleton State University
Bachelor's degree, Business Management
Fidelity Investments September 2014 - Present
Charles Schwab August 2012 - September 2014
Chase Investment Services Corporation 2009 - August 2012
Chase Investment Services Corp December 2009 - August 2010
Edward Jones 2007 - 2009
Education
Texas A&M Commerce 2010 — 2011
Certificate in Financial Planning
Tarleton State University 2009 — 2010
Master of Business Administration (MBA), Finance
Tarleton State University
Bachelor's degree, Business Management
Stephen Marsh's Fidelity Investments Experience July 1997 - January 1999
Job CEO & Founder at Smarsh
Industry Information Technology and Services
Experience
Smarsh January 2001 - Present
CCBN 1999 - 2001
Fidelity Investments July 1997 - January 1999
Skills
SaaS, Enterprise Software, Cloud Computing, Product Management, Strategic Partnerships, Product Marketing, Salesforce.com, Entrepreneurship, Product Development, Strategy, Email Archiving, Mergers & Acquisitions, Legal Discovery, CRM, Compliance, E-commerce, Solution Selling, Business Development, Telecommunications, Mobile Devices, Business Intelligence, Big Data, Email Encryption, Account Management, Social Media, Lead Generation, File Archiving, Enterprise Search, Mobile Applications
Education
Syracuse University 1993 — 1997
BS, Information Management & Technology, Economics
Smarsh January 2001 - Present
CCBN 1999 - 2001
Fidelity Investments July 1997 - January 1999
Skills
SaaS, Enterprise Software, Cloud Computing, Product Management, Strategic Partnerships, Product Marketing, Salesforce.com, Entrepreneurship, Product Development, Strategy, Email Archiving, Mergers & Acquisitions, Legal Discovery, CRM, Compliance, E-commerce, Solution Selling, Business Development, Telecommunications, Mobile Devices, Business Intelligence, Big Data, Email Encryption, Account Management, Social Media, Lead Generation, File Archiving, Enterprise Search, Mobile Applications
Education
Syracuse University 1993 — 1997
BS, Information Management & Technology, Economics
Alicea Polette's Fidelity Investments Experience January 1992 - 1997
Job Senior Director at O.B. Hill Trucking & Rigging Co., INC
Industry Transportation/Trucking/Railroad
Experience
O.B. Hill Trucking & Rigging Co., INC 2007 - Present
REZ-1 2001 - 2007
Coad Solutions 1998 - 2000
AG Consulting 1997 - 1999
Fidelity Investments January 1992 - 1997
Skills
Business Analysis, Project Management, Management, Software Implementation, PeopleSoft, Business Requirements, Testing, Requirements Gathering, Requirements Analysis, Business Strategy, Business Process, Accounting, Software Project..., SDLC, Strategic Planning
Education
Syracuse University
O.B. Hill Trucking & Rigging Co., INC 2007 - Present
REZ-1 2001 - 2007
Coad Solutions 1998 - 2000
AG Consulting 1997 - 1999
Fidelity Investments January 1992 - 1997
Skills
Business Analysis, Project Management, Management, Software Implementation, PeopleSoft, Business Requirements, Testing, Requirements Gathering, Requirements Analysis, Business Strategy, Business Process, Accounting, Software Project..., SDLC, Strategic Planning
Education
Syracuse University
Kevin Delaney's Fidelity Investments Experience June 1999 - September 2004
Job Cisco Integration Platform Sales Mulesoft
Industry Computer Networking
Experience
MuleSoft Inc July 2014 - Present
Infoblox October 2006 - July 2014
Citrix Systems 2004 - 2006
Citrix 2004 - 2006
Fidelity Investments June 1999 - September 2004
Skills
Network Architecture, Network Engineering, Pre-sales, VPN, Network Security, Networking, Integration, Channel Partners, Virtualization, Strategy, Managed Services, HP, Data Center, Firewalls, Cloud Computing, SaaS, Solution Selling, Cisco Technologies, Professional Services, Enterprise Software, Security, Go-to-market Strategy, Management, Salesforce.com, Direct Sales, Sales Process, Strategic Partnerships, Sales
Education
Syracuse University 1995 — 1999
Bachelor Degree, Information Management and Technology
Syracuse University 1995 — 1999
Minor, Marketing
Manchester High School 1990 — 1995
High School
MuleSoft Inc July 2014 - Present
Infoblox October 2006 - July 2014
Citrix Systems 2004 - 2006
Citrix 2004 - 2006
Fidelity Investments June 1999 - September 2004
Skills
Network Architecture, Network Engineering, Pre-sales, VPN, Network Security, Networking, Integration, Channel Partners, Virtualization, Strategy, Managed Services, HP, Data Center, Firewalls, Cloud Computing, SaaS, Solution Selling, Cisco Technologies, Professional Services, Enterprise Software, Security, Go-to-market Strategy, Management, Salesforce.com, Direct Sales, Sales Process, Strategic Partnerships, Sales
Education
Syracuse University 1995 — 1999
Bachelor Degree, Information Management and Technology
Syracuse University 1995 — 1999
Minor, Marketing
Manchester High School 1990 — 1995
High School
Alyson Kohls's Fidelity Investments Experience February 2006 - Present
Job Sr. Compliance Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2006 - Present
Fidelity Investments August 2002 - February 2006
Education
Syracuse University 1990 — 1994
Fidelity Investments February 2006 - Present
Fidelity Investments August 2002 - February 2006
Education
Syracuse University 1990 — 1994
Kristie Hall, CFA, CFP®'s Fidelity Investments Experience April 2012 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments February 2011 - April 2012
Fidelity Investments September 2008 - February 2011
Goldman Sachs August 2002 - June 2007
Skills
Investments, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2008
Masters in Business Administration, Entrepreneurship and Finance
University of Florida 1997 — 2000
Bachelor of Science in Business Administration, Finance
Fidelity Investments April 2012 - Present
Fidelity Investments February 2011 - April 2012
Fidelity Investments September 2008 - February 2011
Goldman Sachs August 2002 - June 2007
Skills
Investments, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2008
Masters in Business Administration, Entrepreneurship and Finance
University of Florida 1997 — 2000
Bachelor of Science in Business Administration, Finance
Debra Frey's Fidelity Investments Experience August 2008 - Present
Job Vice President Integrated Marketing
Industry Marketing and Advertising
Experience
Fidelity Investments August 2008 - Present
Fidelity Communications & Advertising September 2005 - August 2008
Hill Holliday 1996 - 2005
Ketchum Advertising December 1995 - October 1996
Grey Advertising September 1994 - September 1995
Young & Rubicam Advertising 1990 - 1994
Skills
Digital Marketing, Integrated Marketing, Direct Marketing, Financial Services, Marketing Strategy, Digital Strategy, Email Marketing, Marketing Communications, Advertising, Direct Mail, Thought Leadership, Competitive Analysis, Strategy
Education
Syracuse University 1986 — 1990
Bachelor of Science (B.S.), Television, Radio & Film Production
Bethel Park 1983 — 1986
Fidelity Investments August 2008 - Present
Fidelity Communications & Advertising September 2005 - August 2008
Hill Holliday 1996 - 2005
Ketchum Advertising December 1995 - October 1996
Grey Advertising September 1994 - September 1995
Young & Rubicam Advertising 1990 - 1994
Skills
Digital Marketing, Integrated Marketing, Direct Marketing, Financial Services, Marketing Strategy, Digital Strategy, Email Marketing, Marketing Communications, Advertising, Direct Mail, Thought Leadership, Competitive Analysis, Strategy
Education
Syracuse University 1986 — 1990
Bachelor of Science (B.S.), Television, Radio & Film Production
Bethel Park 1983 — 1986
Chris Suraci's Fidelity Investments Experience September 1996 - April 2002
Job SVP, Certified Financial Planner at Citizens Investment Services
Industry Investment Management
Experience
Citizens Investment Services January 2006 - Present
Citizens Investment Services April 2002 - Present
Fidelity Investments September 1996 - April 2002
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Series 65, Wealth Management, Series 24, Retirement, Insurance, Bonds, Fixed Income, 401k, Fixed Annuities, Securities, Series 6, Investments, Investment Strategies, Asset Managment, Asset Allocation, Financial Advisory, Investment Advisory
Education
Syracuse University 1990 — 1994
Citizens Investment Services January 2006 - Present
Citizens Investment Services April 2002 - Present
Fidelity Investments September 1996 - April 2002
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Series 65, Wealth Management, Series 24, Retirement, Insurance, Bonds, Fixed Income, 401k, Fixed Annuities, Securities, Series 6, Investments, Investment Strategies, Asset Managment, Asset Allocation, Financial Advisory, Investment Advisory
Education
Syracuse University 1990 — 1994
Julianne Kaputa, CEP's Fidelity Investments Experience 2000 - 2007
Job Solutions Architect at Fidelity
Industry Financial Services
Experience
fidelity July 2009 - Present
Fidelity Investments 2000 - 2007
Education
Syracuse University 1992 — 1996
fidelity July 2009 - Present
Fidelity Investments 2000 - 2007
Education
Syracuse University 1992 — 1996
Mohammad Irfan Tareen's Fidelity Investments Experience November 2013 - Present
Job Senior Business Analyst/Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments November 2013 - Present
Skills
VB.NET, ASP.NET, C#, XML, JavaScript, WCF, ASP.NET AJAX, AJAX Toolkit, .NET, Sockets, HTML, CSS, SSRS, Softartisans Office..., Microsoft COM Interops, UML, LINQ, ADO.NET, Web Services, Microsoft Translator API, Oracle, Microsoft SQL Server, jQuery, AJAX
Education
Syracuse University 2007 — 2010
MS, Computer Engineering (Software Track), A
BVBCET
Bachelor of Engineering (B.E.), Electronics and Communication Engineering
Fidelity Investments November 2013 - Present
Skills
VB.NET, ASP.NET, C#, XML, JavaScript, WCF, ASP.NET AJAX, AJAX Toolkit, .NET, Sockets, HTML, CSS, SSRS, Softartisans Office..., Microsoft COM Interops, UML, LINQ, ADO.NET, Web Services, Microsoft Translator API, Oracle, Microsoft SQL Server, jQuery, AJAX
Education
Syracuse University 2007 — 2010
MS, Computer Engineering (Software Track), A
BVBCET
Bachelor of Engineering (B.E.), Electronics and Communication Engineering
David Fenigstein's Fidelity Investments Experience May 1999 - Present
Job VP Risk Management Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1999 - Present
US Trust June 1994 - May 1998
Skills
Fixed Income, Portfolio Management, Mutual Funds, Risk Management, Series 7, Financial Services, Asset Management, Securities, Alternative Investments, Equities, Series 63, Capital Markets, Hedge Funds
Education
Syracuse University 1990 — 1994
BA, Economics / Finance
Fidelity Investments May 1999 - Present
US Trust June 1994 - May 1998
Skills
Fixed Income, Portfolio Management, Mutual Funds, Risk Management, Series 7, Financial Services, Asset Management, Securities, Alternative Investments, Equities, Series 63, Capital Markets, Hedge Funds
Education
Syracuse University 1990 — 1994
BA, Economics / Finance
Megan Mcgoff's Fidelity Investments Experience 1997 - March 2015
Job Technical Consulting, M&A and Federation Enablement Services
Industry Information Technology and Services
Experience
EMC March 2015 - Present
Devonshire Investors December 1997 - March 2015
Fidelity Investments 1997 - March 2015
Skills
Integration, PMP, Business Analysis, Project Management, Software Project..., Agile Methodologies, Vendor Management, Process Improvement, IT Strategy, Program Management, Project Portfolio..., SDLC, Requirements Analysis, Enterprise Architecture, PMO, Visio
Education
Syracuse University 1991 — 1993
MS, Computer Engineering
University of Notre Dame 1987 — 1991
BS, Aerospace Engineering
EMC March 2015 - Present
Devonshire Investors December 1997 - March 2015
Fidelity Investments 1997 - March 2015
Skills
Integration, PMP, Business Analysis, Project Management, Software Project..., Agile Methodologies, Vendor Management, Process Improvement, IT Strategy, Program Management, Project Portfolio..., SDLC, Requirements Analysis, Enterprise Architecture, PMO, Visio
Education
Syracuse University 1991 — 1993
MS, Computer Engineering
University of Notre Dame 1987 — 1991
BS, Aerospace Engineering
Jim Recks's Fidelity Investments Experience January 2000 - July 2013
Job Director
Industry Financial Services
Experience
n/a July 2013 - September 2013
Fidelity Investments January 2000 - July 2013
Fidelity Investments March 2006 - June 2013
Fidelity Investments March 2005 - March 2006
Fidelity Investments January 2002 - March 2005
Skills
Leadership, Financial Services, Strategy, Process Improvement, Change Management, Program Management, Management, Business Process..., Financial Analysis, Call Centers
Education
Syracuse University 1986 — 1990
BS, Finance, General
n/a July 2013 - September 2013
Fidelity Investments January 2000 - July 2013
Fidelity Investments March 2006 - June 2013
Fidelity Investments March 2005 - March 2006
Fidelity Investments January 2002 - March 2005
Skills
Leadership, Financial Services, Strategy, Process Improvement, Change Management, Program Management, Management, Business Process..., Financial Analysis, Call Centers
Education
Syracuse University 1986 — 1990
BS, Finance, General
Allison Coburn (Carpe)'s Fidelity Investments Experience February 2013 - Present
Job Director, Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments July 2011 - January 2013
Fidelity Investments June 1999 - August 2011
Education
New York University - Leonard N. Stern School of Business 1998 — 1999
Syracuse University 1987 — 1991
BS, Accounting
Fidelity Investments February 2013 - Present
Fidelity Investments July 2011 - January 2013
Fidelity Investments June 1999 - August 2011
Education
New York University - Leonard N. Stern School of Business 1998 — 1999
Syracuse University 1987 — 1991
BS, Accounting
Dan Masciantonio's Fidelity Investments Experience December 1997 - August 2007
Job Senior Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2007 - Present
Fidelity Investments December 1997 - August 2007
Skills
PMP, Certified Project..., Project Management..., People..., Strategic Planning &..., Implementation/Operation..., Benefits..., MS Project, Project Management, CRM, PMO, Vendor Management, Systems Analysis, Management, Software Project..., Financial Services, Budgets, Business Analysis
Education
University of New Haven 1991 — 1996
Master of Business Administration (MBA), Accounting and Finance
Syracuse University 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Financial Engines August 2007 - Present
Fidelity Investments December 1997 - August 2007
Skills
PMP, Certified Project..., Project Management..., People..., Strategic Planning &..., Implementation/Operation..., Benefits..., MS Project, Project Management, CRM, PMO, Vendor Management, Systems Analysis, Management, Software Project..., Financial Services, Budgets, Business Analysis
Education
University of New Haven 1991 — 1996
Master of Business Administration (MBA), Accounting and Finance
Syracuse University 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
David Oldham's Fidelity Investments Experience December 2005 - Present
Job Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2005 - Present
Skills
Alternative Investments, Quantitative Investing, Equities, Private Equity, Venture Capital, Mergers & Acquisitions, Consultative Sales..., Global Macro, Statistical Arbitrage, Strategic Consulting, Organizational..., Thought Leadership, Technology, Artificial Intelligence, Java Enterprise Edition, Sales Management, Compliance, Fixed Income, ERISA, DCIO, Defined Benefit, Defined Contribution, Stochastic Differential..., Applied Probability, Neuroeconomics, Series 7
Education
Syracuse University
B.S., Finance
Fidelity Investments December 2005 - Present
Skills
Alternative Investments, Quantitative Investing, Equities, Private Equity, Venture Capital, Mergers & Acquisitions, Consultative Sales..., Global Macro, Statistical Arbitrage, Strategic Consulting, Organizational..., Thought Leadership, Technology, Artificial Intelligence, Java Enterprise Edition, Sales Management, Compliance, Fixed Income, ERISA, DCIO, Defined Benefit, Defined Contribution, Stochastic Differential..., Applied Probability, Neuroeconomics, Series 7
Education
Syracuse University
B.S., Finance
Brian Smothers's Fidelity Investments Experience January 2010 - October 2013
Job Cofounder UI/UX Developer/Designer at RAYDAR
Industry Financial Services
Experience
RAY-DAR October 2013 - Present
Fidelity Investments January 2010 - October 2013
National Financial September 2009 - January 2010
Digitas April 2009 - September 2009
Boston Coach November 2008 - April 2009
Healthhonors June 2008 - November 2008
Fidelity Investments November 2000 - June 2008
Skills
JavaScript, Web Development, jQuery, Information Architecture, C#, CSS, User Interface Design, Interaction Design, Agile Methodologies
Education
Syracuse University
Bachelor's Degree, Biochemistry/Physics
RAY-DAR October 2013 - Present
Fidelity Investments January 2010 - October 2013
National Financial September 2009 - January 2010
Digitas April 2009 - September 2009
Boston Coach November 2008 - April 2009
Healthhonors June 2008 - November 2008
Fidelity Investments November 2000 - June 2008
Skills
JavaScript, Web Development, jQuery, Information Architecture, C#, CSS, User Interface Design, Interaction Design, Agile Methodologies
Education
Syracuse University
Bachelor's Degree, Biochemistry/Physics
Brett Segaloff's Fidelity Investments Experience December 2007 - Present
Job Director, AntiMoney Laundering
Industry Financial Services
Experience
Fidelity Investments December 2007 - Present
Fidelity Investments Institutional Services, Inc. 1996 - 2007
Skills
AML, Bank Secrecy Act, Microsoft Excel, Access, KYC, Mutual Funds, Securities, Financial Institutions, OFAC, Series 63, Operational Risk
Education
Syracuse University 1990 — 1994
BS
Fidelity Investments December 2007 - Present
Fidelity Investments Institutional Services, Inc. 1996 - 2007
Skills
AML, Bank Secrecy Act, Microsoft Excel, Access, KYC, Mutual Funds, Securities, Financial Institutions, OFAC, Series 63, Operational Risk
Education
Syracuse University 1990 — 1994
BS
Carolyn Forbes's Fidelity Investments Experience 2010 - 2013
Job Director, Vendor Management and SalesForce Application Owner
Industry Financial Services
Experience
Fidelity Investments 2010 - 2013
Fidelity Investments May 2002 - September 2010
Forbes Consulting January 2000 - May 2002
Shore.Net 2000 - 2000
PictureTel 1996 - 1999
Mercer Management Consulting 1994 - 1996
CSC Partners 1989 - 1991
Skills
Solaris, Red Hat Linux, Unix, Vendor Management, DNS, AIX, Windows Server, Data Center, Linux, Oracle, Disaster Recovery, Project Management, Business Analysis, Strategy, Program Management, Management, Software Development, IT Strategy, IBM AIX
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
Bachelor of Science (B.S.), Management Information Systems, General
Fidelity Investments 2010 - 2013
Fidelity Investments May 2002 - September 2010
Forbes Consulting January 2000 - May 2002
Shore.Net 2000 - 2000
PictureTel 1996 - 1999
Mercer Management Consulting 1994 - 1996
CSC Partners 1989 - 1991
Skills
Solaris, Red Hat Linux, Unix, Vendor Management, DNS, AIX, Windows Server, Data Center, Linux, Oracle, Disaster Recovery, Project Management, Business Analysis, Strategy, Program Management, Management, Software Development, IT Strategy, IBM AIX
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
Bachelor of Science (B.S.), Management Information Systems, General
Susan Niemi's Fidelity Investments Experience 1997 - 2009
Job Elder Care Consultant
Industry Health, Wellness and Fitness
Experience
Independent 2012 - Present
CIGNA Healthcare 2011 - 2012
Bottomline Technologies 2010 - 2010
Fidelity Investments 1997 - 2009
Tufts Health Plan 1992 - 1997
Astea (formally The Data Group Corporation) 1988 - 1992
Metropolitan Life (formally New England Life) 1984 - 1988
Education
Syracuse University
BS, Information Systems
Westbrook College
AA, Liberal Arts
Independent 2012 - Present
CIGNA Healthcare 2011 - 2012
Bottomline Technologies 2010 - 2010
Fidelity Investments 1997 - 2009
Tufts Health Plan 1992 - 1997
Astea (formally The Data Group Corporation) 1988 - 1992
Metropolitan Life (formally New England Life) 1984 - 1988
Education
Syracuse University
BS, Information Systems
Westbrook College
AA, Liberal Arts
Michele Copelotti's Fidelity Investments Experience 1995 - Present
Job Director Marketing, Fidelity Investments
Industry Financial Services
Experience
Fidelity Institutional Products Group 2008 - Present
Fidelity Investments 1995 - Present
Skills
Financial Services, Strategy, Mutual Funds, Marketing Strategy, Marketing Communications, Relationship Management, Integrated Marketing, Direct Marketing, Email Marketing, Product Management, Segmentation, Marketing
Education
Syracuse University 1980 — 1984
Bachelor of Science, Philosophy and Art
Fidelity Institutional Products Group 2008 - Present
Fidelity Investments 1995 - Present
Skills
Financial Services, Strategy, Mutual Funds, Marketing Strategy, Marketing Communications, Relationship Management, Integrated Marketing, Direct Marketing, Email Marketing, Product Management, Segmentation, Marketing
Education
Syracuse University 1980 — 1984
Bachelor of Science, Philosophy and Art
Shannon Sirgo's Fidelity Investments Experience September 2012 - April 2014
Job Sr. Communication Consultant
Industry Marketing and Advertising
Experience
TIAA-CREF May 2014 - Present
Fidelity Investments September 2012 - April 2014
JPMorgan Chase May 2010 - May 2011
Fidelity Investments 2004 - May 2010
Spire 1999 - 2004
Skills
Marketing Communications, Marketing Strategy, Internal Communications, Advertising, Mutual Funds, Email Marketing, Social Media, Financial Services, Newsletters, Public Relations, Project Management, Creative Strategy, Integrated Marketing, Account Management, Adobe Creative Suite, Graphic Design, Communication Training, Retirement, Corporate Communications, Marketing
Education
Syracuse University 1981 — 1985
Bachelor of Science (BS), Magazine Journalism
TIAA-CREF May 2014 - Present
Fidelity Investments September 2012 - April 2014
JPMorgan Chase May 2010 - May 2011
Fidelity Investments 2004 - May 2010
Spire 1999 - 2004
Skills
Marketing Communications, Marketing Strategy, Internal Communications, Advertising, Mutual Funds, Email Marketing, Social Media, Financial Services, Newsletters, Public Relations, Project Management, Creative Strategy, Integrated Marketing, Account Management, Adobe Creative Suite, Graphic Design, Communication Training, Retirement, Corporate Communications, Marketing
Education
Syracuse University 1981 — 1985
Bachelor of Science (BS), Magazine Journalism
Fujin Long's Fidelity Investments Experience June 2015 - Present
Job Director, Technology Risk at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments 2007 - June 2015
Telcordia Technologies 2000 - 2007
Fidelity Investments 1998 - 2000
Skills
Splunk, Hadoop, Cyber-security, Big Data, Database Design, Data Warehousing, Enterprise Software, Web Development, Java, Python, Spring Framework, Web Services, XML
Education
Syracuse University 1993 — 1998
Doctor of Philosophy (Ph.D.)
Syracuse University 1995 — 1997
Master of Science (M.S.)
Wuhan University
Bachelor of Science (B.S.)
Fidelity Investments June 2015 - Present
Fidelity Investments 2007 - June 2015
Telcordia Technologies 2000 - 2007
Fidelity Investments 1998 - 2000
Skills
Splunk, Hadoop, Cyber-security, Big Data, Database Design, Data Warehousing, Enterprise Software, Web Development, Java, Python, Spring Framework, Web Services, XML
Education
Syracuse University 1993 — 1998
Doctor of Philosophy (Ph.D.)
Syracuse University 1995 — 1997
Master of Science (M.S.)
Wuhan University
Bachelor of Science (B.S.)
Ann (Peterson) Muldoon's Fidelity Investments Experience August 2010 - Present
Job Director, Stock Plan Services Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
TIAA-CREF May 2007 - July 2010
Fidelity Investments September 1999 - April 2007
Fidelity Investments March 1995 - August 1999
BIS Strategic Decisions 1991 - 1995
BIS Strategic Decisions 1989 - 1991
Education
Syracuse University 1983 — 1987
BA, magazine journalism and art history
North Kingstown High School 1979 — 1983
Fidelity Investments August 2010 - Present
TIAA-CREF May 2007 - July 2010
Fidelity Investments September 1999 - April 2007
Fidelity Investments March 1995 - August 1999
BIS Strategic Decisions 1991 - 1995
BIS Strategic Decisions 1989 - 1991
Education
Syracuse University 1983 — 1987
BA, magazine journalism and art history
North Kingstown High School 1979 — 1983
Insub Chang's Fidelity Investments Experience 2011 - Present
Job Directer, Technical Investigations
Industry Information Technology and Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments 2000 - 2011
Education
Syracuse University
MS, Information Science
Fidelity Investments 2011 - Present
Fidelity Investments 2000 - 2011
Education
Syracuse University
MS, Information Science
Madhavi Pilli's Fidelity Investments Experience September 2008 - Present
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
Liberty Mutual Insurance June 2001 - September 2008
Skills
SQL, Data Warehousing, Project Management, Unix, PL/SQL, Oracle, Agile Methodologies, ETL, Data Modeling, Java, Databases, Informatica, Unix Shell Scripting, Sybase, Linux, Systems Analysis, XML, Shell Scripting, Data Migration, Database Design, DB2, SDLC, Software Project..., IT Strategy
Education
Jawaharlal Nehru Technological University 1994 — 1998
B.Tech
Syracuse University
Data Science
Fidelity Investments September 2008 - Present
Liberty Mutual Insurance June 2001 - September 2008
Skills
SQL, Data Warehousing, Project Management, Unix, PL/SQL, Oracle, Agile Methodologies, ETL, Data Modeling, Java, Databases, Informatica, Unix Shell Scripting, Sybase, Linux, Systems Analysis, XML, Shell Scripting, Data Migration, Database Design, DB2, SDLC, Software Project..., IT Strategy
Education
Jawaharlal Nehru Technological University 1994 — 1998
B.Tech
Syracuse University
Data Science
Peter Kalafa's Fidelity Investments Experience 1992 - 2008
Job Vice President
Industry Financial Services
Experience
Financial Services July 2008 - Present
Fidelity Investments 1992 - 2008
Garvin Guy Butler 1982 - 1989
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, 401k, Investments, Retirement, Asset Managment, Strategic Financial..., Portfolio Management, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Investment Strategies, FINRA
Education
Syracuse University - Maxwell School 1978 — 1982
BA, Economics
Financial Services July 2008 - Present
Fidelity Investments 1992 - 2008
Garvin Guy Butler 1982 - 1989
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, 401k, Investments, Retirement, Asset Managment, Strategic Financial..., Portfolio Management, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Investment Strategies, FINRA
Education
Syracuse University - Maxwell School 1978 — 1982
BA, Economics
Bill Kotelly's Fidelity Investments Experience Systems AnalystFidelity1996 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Systems AnalystFidelity1996 - Present
Education
Syracuse University 1980 — 1984
BS, Mgmt Information Systems
Fidelity Investments Systems AnalystFidelity1996 - Present
Education
Syracuse University 1980 — 1984
BS, Mgmt Information Systems
Joellie Colon's Fidelity Investments Experience October 2007 - Present
Job Director Product Management
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
Fidelity Investments March 2007 - October 2007
Fidelity Investments July 2005 - March 2007
Oriental Financial Group November 1998 - June 2005
Education
Syracuse University 1993 — 1997
BS
Fidelity Investments October 2007 - Present
Fidelity Investments March 2007 - October 2007
Fidelity Investments July 2005 - March 2007
Oriental Financial Group November 1998 - June 2005
Education
Syracuse University 1993 — 1997
BS
Tobey Kelly's Fidelity Investments Experience September 1989 - September 1993
Job Partner at Barrington Partners
Industry Financial Services
Experience
School the World January 2013 - Present
Barrington Partners September 2000 - Present
PricewaterhouseCoopers September 1993 - May 1998
Fidelity Investments September 1989 - September 1993
Skills
Management Consulting, Strategic Planning, Customer Relations, Business Analysis, Asset Management, Business Strategy, Risk Management
Education
Syracuse University 1983 — 1987
Bachelor of Science (BS), Finance and Marketing
School the World January 2013 - Present
Barrington Partners September 2000 - Present
PricewaterhouseCoopers September 1993 - May 1998
Fidelity Investments September 1989 - September 1993
Skills
Management Consulting, Strategic Planning, Customer Relations, Business Analysis, Asset Management, Business Strategy, Risk Management
Education
Syracuse University 1983 — 1987
Bachelor of Science (BS), Finance and Marketing
Jon Ehret's Fidelity Investments Experience August 2002 - February 2009
Job Project Manager at IBM
Industry Human Resources
Experience
Manpower Professional at IBM March 2009 - Present
Fidelity Investments August 2002 - February 2009
IBM August 1997 - July 2002
Skills
Vendor Management, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Business Process..., Solution Architecture, Process Engineering, Program Management, Project Management, Requirements Gathering, Resource Management, Change Management, Management, Software Project..., IT Strategy, Business Intelligence, Business Process, Project Portfolio..., Service Delivery, Outsourcing, Integration, CRM, PMO, ITIL, IT Service Management, Enterprise Architecture
Education
Frontier Central
Syracuse University - Martin J. Whitman School of Management
BS, Marketing
Manpower Professional at IBM March 2009 - Present
Fidelity Investments August 2002 - February 2009
IBM August 1997 - July 2002
Skills
Vendor Management, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Business Process..., Solution Architecture, Process Engineering, Program Management, Project Management, Requirements Gathering, Resource Management, Change Management, Management, Software Project..., IT Strategy, Business Intelligence, Business Process, Project Portfolio..., Service Delivery, Outsourcing, Integration, CRM, PMO, ITIL, IT Service Management, Enterprise Architecture
Education
Frontier Central
Syracuse University - Martin J. Whitman School of Management
BS, Marketing
Shoopong Yacharn's Fidelity Investments Experience
Job Principal Software Engineer Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Unix, SDLC, Agile Methodologies, Market Data, SQL, Requirements Analysis, TCL, Perl, Software Project..., Trading Systems, Software Development, Business Analysis, Linux, Unix Shell Scripting, Spring, Cassandra, C++, Spring MVC, Jenkins, Java, Maven, Cucumber, Docker, Git
Education
Syracuse University 1995 — 1999
B.S., Computer Engineering
Fidelity Investments
Skills
Unix, SDLC, Agile Methodologies, Market Data, SQL, Requirements Analysis, TCL, Perl, Software Project..., Trading Systems, Software Development, Business Analysis, Linux, Unix Shell Scripting, Spring, Cassandra, C++, Spring MVC, Jenkins, Java, Maven, Cucumber, Docker, Git
Education
Syracuse University 1995 — 1999
B.S., Computer Engineering
Megan Caplice's Fidelity Investments Experience 1995 - 2002
Job Senior Instructional Designer at American Express
Industry Banking
Experience
American Express 2011 - Present
Wachovia, A Wells Fargo Company August 2008 - May 2011
Hewitt Associates 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Fidelity Investments 1995 - 2002
Skills
Management, Instructional Design, E-Learning, SharePoint, Captivate, Training, Leadership Development, Workshop Facilitation, Learning Management, Leadership, Technical Writing, Learning Management..., ADDIE, Banking, Content Management, Adult Education, Needs Analysis, Instructor-led Training, Requirements Analysis, Performance Consulting, Organizational..., Project Management, SnagIt, Employee Training, Training Delivery, Visio, Human Resources, Blended Learning, Software Documentation, CRM, Consulting, Content Development, Curriculum Design, Call Centers, Technical Training, Performance Improvement, Knowledge Management
Education
Syracuse University
BS, Marketing and Finance
University of Massachusetts Boston
Masters, Instructional Design
American Express 2011 - Present
Wachovia, A Wells Fargo Company August 2008 - May 2011
Hewitt Associates 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Fidelity Investments 1995 - 2002
Skills
Management, Instructional Design, E-Learning, SharePoint, Captivate, Training, Leadership Development, Workshop Facilitation, Learning Management, Leadership, Technical Writing, Learning Management..., ADDIE, Banking, Content Management, Adult Education, Needs Analysis, Instructor-led Training, Requirements Analysis, Performance Consulting, Organizational..., Project Management, SnagIt, Employee Training, Training Delivery, Visio, Human Resources, Blended Learning, Software Documentation, CRM, Consulting, Content Development, Curriculum Design, Call Centers, Technical Training, Performance Improvement, Knowledge Management
Education
Syracuse University
BS, Marketing and Finance
University of Massachusetts Boston
Masters, Instructional Design
Jesse Adelson's Fidelity Investments Experience 2001 - 2003
Job ISV/OEM Account Director at Oracle
Industry Information Technology and Services
Experience
Oracle 2011 - Present
Robert Half International 2003 - 2011
Fidelity Investments 2001 - 2003
Skills
Virtualization, Account Management, Outsourcing, Leadership, Product Management, Oracle, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science (B.S.), Finance
Oracle 2011 - Present
Robert Half International 2003 - 2011
Fidelity Investments 2001 - 2003
Skills
Virtualization, Account Management, Outsourcing, Leadership, Product Management, Oracle, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science (B.S.), Finance
Erika Kennedy's Fidelity Investments Experience September 2005 - July 2007
Job Director at DDJ Capital Management, LLC
Industry Financial Services
Experience
DDJ Capital Management June 2008 - Present
Fidelity Investments September 2005 - July 2007
Morgan, Lewis & Bockius LLP, Miami, FL June 2004 - August 2006
CBS 4 Miami April 2004 - June 2005
Skills
High Yield Bonds, Distressed Debt, Investor Relations, Marketing, Institutional Sales, Private Equity, Leveraged Finance, Alternative, New Business Development, Fixed Income
Education
University of Miami 2003 — 2005
MA
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
BS Finance, Finance/Marketing
DDJ Capital Management June 2008 - Present
Fidelity Investments September 2005 - July 2007
Morgan, Lewis & Bockius LLP, Miami, FL June 2004 - August 2006
CBS 4 Miami April 2004 - June 2005
Skills
High Yield Bonds, Distressed Debt, Investor Relations, Marketing, Institutional Sales, Private Equity, Leveraged Finance, Alternative, New Business Development, Fixed Income
Education
University of Miami 2003 — 2005
MA
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
BS Finance, Finance/Marketing
Steven Martini's Fidelity Investments Experience January 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments April 2008 - January 2011
Fidelity Investments January 2006 - April 2008
Prudential Financial November 1994 - June 1996
Skills
Mutual Funds, Series 7, Series 24, Financial Services, Trading Systems, Derivatives, Financial Markets, Electronic Trading, Brokerage, Cost Basis, AML
Education
Saint John's University 1991 — 1994
Finance, Finance, Economics
Syracuse University 1989 — 1991
Fidelity Investments January 2011 - Present
Fidelity Investments April 2008 - January 2011
Fidelity Investments January 2006 - April 2008
Prudential Financial November 1994 - June 1996
Skills
Mutual Funds, Series 7, Series 24, Financial Services, Trading Systems, Derivatives, Financial Markets, Electronic Trading, Brokerage, Cost Basis, AML
Education
Saint John's University 1991 — 1994
Finance, Finance, Economics
Syracuse University 1989 — 1991
Rhonda Esaw's Fidelity Investments Experience October 2008 - Present
Job 401k Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Education
Syracuse University
Bachelor's degree, Speech Communication and Rhetoric / Journalism
Fidelity Investments October 2008 - Present
Education
Syracuse University
Bachelor's degree, Speech Communication and Rhetoric / Journalism
Keith VanOrden's Fidelity Investments Experience August 1998 - August 2004
Job Managing Director, BlackRock
Industry Financial Services
Experience
BlackRock September 2010 - Present
Delaware Investments August 2004 - August 2010
Delaware Investments, a member of the Macquarie Group August 2004 - August 2010
Lincoln Financial Distributors August 2004 - August 2010
Fidelity Investments August 1998 - August 2004
Putnam Investments 1995 - 1998
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investments, Asset Managment, Securities, Hedge Funds, Retirement Planning, Fixed Income, Investment Advisory, Portfolio Management, Asset Management, Financial Services, Retirement, Relationship Management, Investment Strategies
Education
University of Rochester - Simon Business School 2001 — 2004
MBA, Marketing
Syracuse University 1991 — 1995
BA, Psychology
New Hampton School 1989 — 1991
BlackRock September 2010 - Present
Delaware Investments August 2004 - August 2010
Delaware Investments, a member of the Macquarie Group August 2004 - August 2010
Lincoln Financial Distributors August 2004 - August 2010
Fidelity Investments August 1998 - August 2004
Putnam Investments 1995 - 1998
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investments, Asset Managment, Securities, Hedge Funds, Retirement Planning, Fixed Income, Investment Advisory, Portfolio Management, Asset Management, Financial Services, Retirement, Relationship Management, Investment Strategies
Education
University of Rochester - Simon Business School 2001 — 2004
MBA, Marketing
Syracuse University 1991 — 1995
BA, Psychology
New Hampton School 1989 — 1991
William Lanzetta's Fidelity Investments Experience January 2013 - Present
Job Senior IT Audit Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments July 2009 - December 2012
Fidelity Investments January 2008 - June 2009
First Data Corporation June 2003 - December 2007
Skills
SAS70, CISA, PCI DSS, SOX, AML, OFAC, IT Audit, Sarbanes-Oxley Act, Sarbanes-Oxley, Payment Industry
Education
Syracuse University - Maxwell School 1999 — 2003
B.S., Policy Studies, Economics
Fidelity Investments January 2013 - Present
Fidelity Investments July 2009 - December 2012
Fidelity Investments January 2008 - June 2009
First Data Corporation June 2003 - December 2007
Skills
SAS70, CISA, PCI DSS, SOX, AML, OFAC, IT Audit, Sarbanes-Oxley Act, Sarbanes-Oxley, Payment Industry
Education
Syracuse University - Maxwell School 1999 — 2003
B.S., Policy Studies, Economics
Laura Curry's Fidelity Investments Experience 1996 - 1998
Job Director of Quality Assurance at EvoText, Inc.
Industry Computer Software
Experience
EvoText, Inc. February 2015 - Present
EvoText, Inc. January 2013 - January 2015
SunGard February 2012 - December 2012
Akaza Research October 2011 - February 2012
SunGard January 1999 - June 2011
Fidelity Investments 1996 - 1998
Brown Brothers Harriman 1995 - 1998
Skills
SQL, DB2, COBOL, XML, Unix, MS Project, Software, Visual Basic, Java, Bugzilla, HTML, Microsoft SQL Server, Windows, Crystal Reports, Databases, MySQL, OS/2, Operating Systems, Windows NT, Lotus Notes, Test Planning, Regression Testing, Quality Assurance, PL/SQL, Test Management
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
B.S., MIS
EvoText, Inc. February 2015 - Present
EvoText, Inc. January 2013 - January 2015
SunGard February 2012 - December 2012
Akaza Research October 2011 - February 2012
SunGard January 1999 - June 2011
Fidelity Investments 1996 - 1998
Brown Brothers Harriman 1995 - 1998
Skills
SQL, DB2, COBOL, XML, Unix, MS Project, Software, Visual Basic, Java, Bugzilla, HTML, Microsoft SQL Server, Windows, Crystal Reports, Databases, MySQL, OS/2, Operating Systems, Windows NT, Lotus Notes, Test Planning, Regression Testing, Quality Assurance, PL/SQL, Test Management
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
B.S., MIS
Sue Moberg's Fidelity Investments Experience March 2007 - Present
Job Group Creative Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
DWS Scudder Investments 2000 - 2007
Chili Pepper Advertising May 1998 - August 2000
Jim Henson Productions 1995 - 1998
HMSDesign 1993 - 1995
Skills
Creative Strategy, Creative Direction, Direct Mail, Art Direction, Marketing Communications, Concept Development, Layout, Brochures, Branding, Graphic Design, Integrated Design, Digital
Education
Syracuse University 1989 — 1993
BFA, Communication Design
Fidelity Investments March 2007 - Present
DWS Scudder Investments 2000 - 2007
Chili Pepper Advertising May 1998 - August 2000
Jim Henson Productions 1995 - 1998
HMSDesign 1993 - 1995
Skills
Creative Strategy, Creative Direction, Direct Mail, Art Direction, Marketing Communications, Concept Development, Layout, Brochures, Branding, Graphic Design, Integrated Design, Digital
Education
Syracuse University 1989 — 1993
BFA, Communication Design
Fran Sullivan's Fidelity Investments Experience 1992 - 2009
Job VP Human Resources at WGBH
Industry Management Consulting
Experience
WGBH May 2012 - Present
Girls' LEAP December 2010 - Present
Independent Consultant February 2011 - April 2012
Fidelity Investments 1992 - 2009
Education
Syracuse University 1980 — 1985
BA/BS/MA, Psychology/Communications/Education
WGBH May 2012 - Present
Girls' LEAP December 2010 - Present
Independent Consultant February 2011 - April 2012
Fidelity Investments 1992 - 2009
Education
Syracuse University 1980 — 1985
BA/BS/MA, Psychology/Communications/Education
Diane Fleming's Fidelity Investments Experience September 2011 - Present
Job Financial Services Professional
Industry
Experience
Fidelity Investments September 2011 - Present
Brown Brothers Harriman, Boston 1996 - 2000
ISI Group Inc., NY 1994 - 1995
State Street Bank, Boston 1993 - 1994
Skills
Client Services, Corporate Actions, Financial Services, Mutual Funds
Education
Syracuse University 1987 — 1991
BS, Speech Communication
Fidelity Investments September 2011 - Present
Brown Brothers Harriman, Boston 1996 - 2000
ISI Group Inc., NY 1994 - 1995
State Street Bank, Boston 1993 - 1994
Skills
Client Services, Corporate Actions, Financial Services, Mutual Funds
Education
Syracuse University 1987 — 1991
BS, Speech Communication
Tim Wiseman's Fidelity Investments Experience June 2010 - August 2010
Job System Administrator at Rocket Software
Industry Computer Software
Experience
Rocket Software March 2013 - Present
Environmental Health & Engineering March 2012 - October 2012
TomTom April 2011 - December 2011
Fidelity Investments June 2010 - August 2010
MPG June 2009 - August 2009
Caritas Health and Athletic Center January 2005 - August 2008
Caritas Norwood Hospital May 2007 - August 2007
Town of Norwood June 2004 - August 2006
Skills
System Administration, Help Desk Support, Technical Support, Project Management, Troubleshooting, Computer Hardware, SharePoint, Testing, SQL, Visio, Databases, Windows, MS Project, Microsoft SQL Server, Active Directory, XML, HTML, Access, Data Analysis, Operating Systems, Windows 7, OS X, TCP/IP, Microsoft Exchange, System Deployment, Software Installation, Hardware, VMware, Windows Server, SCCM, Antivirus, Sophos, Eggplant, Trade Shows, Mobile Devices
Education
Syracuse University 2006 — 2010
B.S., Information Management and Technology
Xaverian Brothers High School 2002 — 2006
Rocket Software March 2013 - Present
Environmental Health & Engineering March 2012 - October 2012
TomTom April 2011 - December 2011
Fidelity Investments June 2010 - August 2010
MPG June 2009 - August 2009
Caritas Health and Athletic Center January 2005 - August 2008
Caritas Norwood Hospital May 2007 - August 2007
Town of Norwood June 2004 - August 2006
Skills
System Administration, Help Desk Support, Technical Support, Project Management, Troubleshooting, Computer Hardware, SharePoint, Testing, SQL, Visio, Databases, Windows, MS Project, Microsoft SQL Server, Active Directory, XML, HTML, Access, Data Analysis, Operating Systems, Windows 7, OS X, TCP/IP, Microsoft Exchange, System Deployment, Software Installation, Hardware, VMware, Windows Server, SCCM, Antivirus, Sophos, Eggplant, Trade Shows, Mobile Devices
Education
Syracuse University 2006 — 2010
B.S., Information Management and Technology
Xaverian Brothers High School 2002 — 2006
April N Watson's Fidelity Investments Experience July 2005 - August 2005
Job Financial Analyst | Life Coach
Industry Financial Services
Experience
Goodwin Procter LLP June 2013 - Present
Advent International March 2012 - June 2013
Liberty Mutual Group July 2006 - March 2012
Fidelity Investments July 2005 - August 2005
Skills
Financial Reporting, Financial Analysis, Financial Planning, Insurance, Accounting, Internal Controls, Auditing, Account Reconciliation, Hyperion Enterprise, Variance Analysis, Process Improvement, Essbase, Forecasting, Financial Statements, Financial Accounting, PeopleSoft, Microsoft Office, Strategic Financial...
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
BS, Finance
Noble and Greenough School 1996 — 2002
High School Diploma
Goodwin Procter LLP June 2013 - Present
Advent International March 2012 - June 2013
Liberty Mutual Group July 2006 - March 2012
Fidelity Investments July 2005 - August 2005
Skills
Financial Reporting, Financial Analysis, Financial Planning, Insurance, Accounting, Internal Controls, Auditing, Account Reconciliation, Hyperion Enterprise, Variance Analysis, Process Improvement, Essbase, Forecasting, Financial Statements, Financial Accounting, PeopleSoft, Microsoft Office, Strategic Financial...
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
BS, Finance
Noble and Greenough School 1996 — 2002
High School Diploma
kwaku opoku bosomprah bonsu's Fidelity Investments Experience June 2015 - August 2015
Job Student at Syracuse University
Industry Information Technology and Services
Ann Needle's Fidelity Investments Experience 1986 - 1991
Job Correspondent at The Stow/Bolton Independents
Industry Newspapers
Experience
The Bolton Independent and The Stow Independent November 2007 - Present
Self 1997 - Present
Standard & Poor's Published Image 1993 - 1997
IBC/Donoghue, Inc. 1991 - 1993
Fidelity Investments 1986 - 1991
John Hancock Financial Services, Inc. 1983 - 1986
Skills
Newspapers, News Writing, Online Journalism, Copy Editing, Editorial, Feature Articles, AP Style, Editing, Blogging, Investigative Reporting, Headline Writing, Business Journalism, Press Releases, Journalism, Newspaper, Publishing
Education
Syracuse University 1979 — 1983
Bachelor of Science (B.S.), Journalism
The Bolton Independent and The Stow Independent November 2007 - Present
Self 1997 - Present
Standard & Poor's Published Image 1993 - 1997
IBC/Donoghue, Inc. 1991 - 1993
Fidelity Investments 1986 - 1991
John Hancock Financial Services, Inc. 1983 - 1986
Skills
Newspapers, News Writing, Online Journalism, Copy Editing, Editorial, Feature Articles, AP Style, Editing, Blogging, Investigative Reporting, Headline Writing, Business Journalism, Press Releases, Journalism, Newspaper, Publishing
Education
Syracuse University 1979 — 1983
Bachelor of Science (B.S.), Journalism
Mac Goldman's Fidelity Investments Experience
Job Director Software Engineering Development Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Series 99
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, MIS & Law and Public Policy
Stuyvesant High School 1989 — 1993
Fidelity Investments
Skills
Series 99
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, MIS & Law and Public Policy
Stuyvesant High School 1989 — 1993
Kyle Dame's Fidelity Investments Experience June 2013 - August 2013
Job Student at Syracuse University Martin J. Whitman School of Management
Industry Financial Services
Experience
Fidelity Investments June 2013 - August 2013
State Street June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Finance, General
Fidelity Investments June 2013 - August 2013
State Street June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Finance, General
Susmita Kurup's Fidelity Investments Experience July 2012 - January 2013
Job Systems Engineer at Infosys Technologies Ltd
Industry Computer Software
Experience
Fidelity Investments July 2012 - January 2013
Infosys Technologies Ltd October 2010 - June 2012
Skills
Unix, PL/SQL, SQL
Education
Syracuse University 2013 — 2014
Master's Degree, Computer Software Engineering
Kerala University 2006 — 2010
Bachelor of Technology (B.Tech.), Computer Science and Engineering, Distinction
Fidelity Investments July 2012 - January 2013
Infosys Technologies Ltd October 2010 - June 2012
Skills
Unix, PL/SQL, SQL
Education
Syracuse University 2013 — 2014
Master's Degree, Computer Software Engineering
Kerala University 2006 — 2010
Bachelor of Technology (B.Tech.), Computer Science and Engineering, Distinction
Brandi Olree's Fidelity Investments Experience May 2008 - September 2010
Job
Industry Information Technology and Services
Experience
Alcon, a Novartis company May 2012 - January 2014
Fidelity Investments May 2008 - September 2010
Animal Care Centers March 2007 - May 2008
Bow-Wow Barber - Mobile Pet Grooming May 2002 - February 2007
Fidelity Investments August 1996 - January 2002
Fidelity Investments January 1990 - August 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Contract Management, Vendor Management, Software Documentation
Education
Tarleton State University
Bachelor of Business Administration (BBA), Business/Commerce, General
Alcon, a Novartis company May 2012 - January 2014
Fidelity Investments May 2008 - September 2010
Animal Care Centers March 2007 - May 2008
Bow-Wow Barber - Mobile Pet Grooming May 2002 - February 2007
Fidelity Investments August 1996 - January 2002
Fidelity Investments January 1990 - August 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Contract Management, Vendor Management, Software Documentation
Education
Tarleton State University
Bachelor of Business Administration (BBA), Business/Commerce, General
harry telian's Fidelity Investments Experience March 1968 - April 1974
Job retired at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 1974 - 1990
Fidelity Investments March 1968 - April 1974
Skills
Equities, Mutual Funds, Investments, Securities, Fixed Income, Series 63, Wealth Management, Public Speaking, Marketing Strategy
Education
Syracuse University 1944 — 1949
Bachelor of Business Administration (BBA), production mgt &
Nuveen Investments April 1974 - 1990
Fidelity Investments March 1968 - April 1974
Skills
Equities, Mutual Funds, Investments, Securities, Fixed Income, Series 63, Wealth Management, Public Speaking, Marketing Strategy
Education
Syracuse University 1944 — 1949
Bachelor of Business Administration (BBA), production mgt &
Eddy Bush's Fidelity Investments Experience December 2013 - Present
Job Fund Accounting Manager
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments February 2011 - December 2013
Fidelity Investments November 2007 - February 2011
Fidelity Investments February 2004 - November 2007
Skills
Customer Service, Microsoft Office, Mutual Funds, 401k, Pensions, Non-Qualified Deferred...
Education
Tarleton State University 2011 — 2014
Master of Business Administration (MBA)
Tarleton State University 2000 — 2003
Bachelor of Science (BS), Finance, General
Weatherford College 1998 — 2000
Associate's degree, General Studies
Fidelity Investments December 2013 - Present
Fidelity Investments February 2011 - December 2013
Fidelity Investments November 2007 - February 2011
Fidelity Investments February 2004 - November 2007
Skills
Customer Service, Microsoft Office, Mutual Funds, 401k, Pensions, Non-Qualified Deferred...
Education
Tarleton State University 2011 — 2014
Master of Business Administration (MBA)
Tarleton State University 2000 — 2003
Bachelor of Science (BS), Finance, General
Weatherford College 1998 — 2000
Associate's degree, General Studies
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank