Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
TIAA-CREF April 2015 - Present
Bank of America Merrill Lynch September 2014 - April 2015
Program Management and Analysis Professional September 2013 - September 2014
Fidelity Investments November 2011 - August 2013
Fidelity Investments July 2006 - November 2011
Fidelity Investments July 2001 - July 2006
Fidelity Investments September 1999 - July 2001
State Street August 1997 - September 1999
Skills
Process Improvement, Business Analysis, Defined Benefit, Employee Benefits, Relationship Management, Vendor Management, Retirement, Pensions, Financial Services, Mutual Funds, Project Management, 401k, Leadership, Offshore Outsourcing, Analysis, Asset Allocation, Management, Six Sigma, Call Centers, Strategy, Access, Outsourcing, Forecasting, Risk Management, Business Process, Coaching, Business Process..., Requirements Gathering, Offshoring, Change Management, Pension Administration, Business Process..., Training, Business Requirements, Visio, Resource Management, Client Services, Requirements Analysis, Data Analysis, Metrics, Operations Management, Operational Excellence, Process Engineering, Collaborative Problem...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA- International Business
Saint Lawrence University 1990 — 1994
BA, Economics
Fidelity Investments June 2015 - Present
Bentley University September 2014 - May 2015
Brown Brothers Harriman August 2013 - May 2014
Volunteer Income Tax Assistance February 2013 - April 2013
Suffolk University February 2012 - February 2013
PwC December 2012 - January 2013
Federal Home Loan Bank of Boston June 2012 - December 2012
Skills
Microsoft Office, Access, Accounting, Financial Analysis, QuickBooks, Microsoft SQL Server, Dreamweaver, Digital Photography, C++ Language, Java language, XBRL, Bloomberg Terminal, Lotus Notes, Summit, Crystal Reports, Visio, ReconNet, Aura, SAP, PowerPoint, Microsoft Word, Auditing, Microsoft Excel, Tax, Financial Reporting, Derivatives, Fund Administration, FAS 157, FAS 161, Accounts Payable, Confluence, Financial Accounting, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master's Degree, Information Technology
Suffolk University - Sawyer School of Management 2012 — 2013
Master's Degree, Accounting, 3.86 out of 4.0
Donghua University 2006 — 2010
Bachelor's Degree, Information Technology, 3.5 out of 4.0
City Point Wealth Management April 2014 - Present
New England Investment & Retirement Group, Inc. October 2009 - March 2014
New England Investment and Retirement Group, Inc. April 2009 - March 2014
New England Investment and Retirement Group, Inc. July 2007 - October 2009
Eastern Investment Advisors November 2006 - March 2007
Fidelity Investments May 2006 - August 2006
Skills
Wealth Management, Asset Allocation, Financial Analysis, Project Management, Portfolio Management, Financial Reporting, Trading, Personal Financial..., Asset Protection, Risk Management, Regulatory Compliance, College Education..., College Funding..., Investments, Investment Strategies, Investment Properties, Investment Management, Cash Flow Management, Cash Flow Forecasting
Education
Boston University 2013 — 2015
Candidate, Certificate in Financial Planning
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master's Degree, Finance, with Distinction
Bentley University 2003 — 2007
BS, Finance
Akili February 2013 - Present
KPMG September 2010 - January 2013
Covidien June 2009 - August 2010
RSA The Security Division of EMC in conjunction with year-long Management Consulting Project. September 2008 - May 2009
Bentley University September 2008 - May 2009
Covidien May 2008 - August 2008
Fidelity Investments September 2007 - May 2008
Wipro June 2005 - July 2007
Skills
Visio, Access, SQL, SAP, Java, Risk Management, SOx Compliance, Systems..., Oracle E-Business Suite, IT Controls, Physical Security, Security Audits, Change Management, SAS70, SSAE16, Six Sigma, Project Management, MS Project, Microsoft Office, Business Strategy, Software Development, IT Audit, Business Intelligence, SSAE 16, Governance, Sarbanes-Oxley Act, Quality Assurance, Business Process..., Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Information Systems
Bentley University 2007 — 2009
MBA, IS
Punjabi University 2001 — 2005
B.Tech., Computer Science
National Life Group March 2015 - Present
MassMutual Financial Group March 2012 - Present
MassMutual Financial Group April 2010 - September 2012
Fidelity Investments November 2006 - August 2009
Fidelity Investments April 2005 - November 2006
Fidelity Investments June 2004 - March 2005
Fidelity Investments August 2000 - May 2004
Fidelity Investments October 1998 - July 2000
Fidelity Investments April 1997 - May 1998
The Boston Company January 1995 - February 1997
Skills
Strategic Planning, Operations Management, Business Transformation, Project Management, Performance Measurement, Financial Services, Mutual Funds, Relationship Management, Process Improvement, Vendor Management, Portfolio Management, Pensions, Risk Management, Strategic Financial..., Retirement, 401k, Program Management, Investments, Business Analysis, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
MS Computer Information Systems, Business Re-engineering Thesis
University of South Florida 1985 — 1987
B>S. Management Information Systems, MIS Economics
Power Specialists Associates, Inc. May 2010 - Present
LongVue Advisors December 2007 - May 2009
McRoberts, Roberts and Rainer February 2007 - May 2007
Cetrulo & Capone August 2006 - November 2006
Pingitore and Associates February 2006 - May 2006
Hon. Judge N. Gorton, US Dist Court, D. Mass August 2005 - November 2005
Fidelity Investments September 2003 - August 2004
Skills
Legal Writing, Intellectual Property, Legal Research, Litigation, Toxic Tort, Environmental Law, Class Actions, Corporate Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2013
MS, Tax
Northeastern University School of Law 2004 — 2007
JD
Carleton College 1999 — 2003
BA, English
Fidelity Investments June 2009 - Present
Design and Usability Center September 2008 - May 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Business
Bentley University 2007 — 2009
MSHFID, Human Factors in Information Design
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
BA, Marketing
Fidelity Investments March 2006 - September 2008
Fidelity Investments April 2004 - March 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2010
MBA, Business Administration
Boston College - Carroll School of Management 1998 — 2002
Bachelor of Science, Management
Boston Running Center January 2013 - Present
Prohaska Consulting LLC 2011 - Present
AIR Worldwide 2009 - 2011
Pioneer Investments 2006 - 2008
Fidelity Investments August 2004 - September 2005
Fidelity Investments July 2003 - August 2004
Fidelity Investments June 2001 - July 2003
Skills
Financial Analysis, Data Analysis, Risk Management, Business Analysis, Statistics, Insurance, Financial Modeling, Excel, Research, Strategic Planning, Analytics, Healthcare, Business Strategy, Fundraising, Mentoring, Team Building, Marketing Strategy, Budgeting, Coaching, PowerPoint, Business Planning, Competitive Analysis, Yin Yoga, Vinyasa, Yoga, Wellness Coaching, Lifestyle Coaching, run coach, Nutrition Education, corporate wellness, corporate consulting, health, running, corporate yoga, Microsoft Excel, Corporate Wellness..., Employee Wellness..., Budgets, Health, Weight Loss, Lifestyle, Employee Wellness, Nutrition, Corporations, Fitness Training, Portfolio Management, Stress Management, Personal Training, Nutritional Counseling, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Master of Science, Quantitative Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Graduate Certificate, Quantitative Methods for Business Decisions
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2005
MBA, Finance
Bryant University 1997 — 2001
Bachelor of Science in Business Administration, Marketing & Communication
Institute for Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
PranaVayu Yoga 200h Teacher Training
Registered Yoga Instructor, Yoga Teacher Training/Yoga Therapy
Woburn High School
Fidelity Investments September 2015 - Present
F-Squared Investments November 2013 - September 2015
KPMG US June 2011 - October 2013
KPMG US October 2009 - June 2011
Skills
US GAAP, Internal Controls, Accounting, Auditing, External Audit, Sarbanes-Oxley Act, Financial Statements, Financial Audits, Financial Reporting, Financial Accounting, Finance, Financial Analysis, Team Leadership, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science (MS), Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting
EY July 2015 - Present
EY June 2014 - August 2014
Fidelity Investments July 2013 - May 2014
Fidelity Investments May 2012 - August 2012
Canobie Lake Park May 2010 - August 2012
Northeast Credit Union June 2009 - August 2009
Skills
Accounting, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master’s Degree, Taxation
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Accountancy
Boston Software Company June 2012 - Present
Amity Insurance Agency, Inc. September 2009 - September 2012
Malcolm & Parsons Insurance 2005 - December 2009
Fidelity Investments 2003 - 2005
Lotus Development October 1988 - February 2002
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1985 — 1987
MBA, Computer Information Systems
Bryant University 1980 — 1983
Bachelor's degree, Finance, General
ezCater May 2014 - Present
TNCI 2007 - 2014
TNCI 2005 - 2007
TNCI 2003 - 2005
Fidelity Investments October 2000 - February 2003
AT&T Wireless March 1993 - October 2000
Skills
Telecommunications, Management, Risk Management, Account Management, Call Centers, Process Improvement, VoIP, Project Management, Vendor Management, Training, Call Center, Credit, Telephony, Budgets, CRM, Sales, Team Building, Solution Selling, Start-ups, Fraud, Collections, Leadership, Accounts Receivable
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2003
Master of Business Administration (MBA), Management Information Systems, 3.6
University of Massachusetts, Amherst 1986 — 1991
BA, Journalism/Business
Millipore Corporation March 2007 - Present
Fidelity Investments May 2005 - March 2007
Brooks Automation August 2002 - May 2005
Brooks Automation June 2000 - August 2002
PRI Automation April 1995 - August 2002
PRI Automation December 1997 - June 2000
PRI Automation April 1995 - December 1997
National Dentex Corporation December 1988 - April 1995
Skills
Cross-functional Team..., ERP, Business Process, Program Management, Integration, Project Management, CRM, Analysis, Management, Testing, Leadership, Project Planning, Training, Operations Management, Manufacturing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
Master of Science, Finance
Northeastern University
Bachelor of Science, Business Administration - Accounting
PwC August 2015 - Present
PwC June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Maine Fiber Company December 2011 - August 2012
NextGen May 2011 - August 2012
Skills
Microsoft Excel, Teamwork, Financial Analysis, Microsoft Office, Bloomberg Terminal, Time Management, Crystal Ball, Outlook, Microsoft Word, Research, Google Earth, PowerPoint, SAP, Public Speaking, Corporate Budgeting, Economic Value Added, Microsoft Access, Budgeting, Database Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master's Degree, Accounting
Bentley University 2010 — 2014
Bachelor of Science, Corporate Finance and Accounting, Junior
Semester at Sea 2013 — 2013
Hopedale Jr. Sr. High School 2006 — 2010
High School Diploma
MITRE August 2015 - Present
Fidelity Investments May 2004 - July 2015
Dassault Systemes 2002 - 2002
Avicon March 2000 - June 2001
Skills
Information Security..., Process Improvement, Business Analysis, Risk Management, Security
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MS, Information Technology
University of Michigan 1991 — 1995
BA, Social Sciences
Cloudera February 2015 - Present
Attivio November 2012 - October 2014
Fidelity Investments 2012 - December 2012
Bentley University February 2011 - May 2012
WGBH Educational Fundation July 2011 - November 2011
Guangdong SME Information Technology Innovation Service Center March 2009 - June 2010
Skills
Spark, Hadoop, Text Analytics, Cloudera, MapReduce, Databases, Java, Business Analysis, Linux, SQL, Data Analysis, Microsoft SQL Server, Software Development, SDLC, SharePoint, Scrum, SAS, SPSS, Cloud Computing, Analysis, XML, Business Intelligence, Enterprise Search, Kerberos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master, Information Technology
South China University of Technology 2005 — 2009
Bachelor, Engineering; Computer Science
Fidelity Investments July 2012 - Present
Fidelity Investments May 2011 - July 2012
Fidelity Investments May 2010 - May 2011
Fidelity Investments February 2007 - December 2009
Fidelity Investments November 2001 - February 2007
Fidelity Investments May 2000 - November 2001
Renaissance Consulting September 1997 - May 2000
The Boston Company December 1996 - September 1997
Fidelity Investments August 1996 - December 1996
Computer Task Group May 1994 - August 1996
Skills
SDLC, Vendor Management, Agile Methodologies, Agile Project Management, PMP, Requirements Analysis, Business Analysis, Visio, Program Management, Unix, PMO, Software Development, Project Management, Data Warehousing, Business Intelligence, Oracle, PL/SQL, Requirements Gathering, Process Improvement, Cross-functional Team..., IT Strategy, Quality Assurance, MS Project, Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
Bentley University 1991 — 1994
Economics-Finance
NYC Fundraising DirectorNon profitJanuary 2013 - Present
Fidelity Investments January 1995 - September 2000
Sun Life of Canada June 1994 - January 1995
Property Resources January 1992 - January 1994
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Marketing
Suffolk University - Sawyer Business School 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments 2010 - Present
Fidelity Investments 2004 - 2010
Fidelity Investments 2001 - 2004
State Street 1998 - 2001
Skills
Strategy, CRM, Analytics, Program Management, Management, Segmentation, Financial Services, Series 7, Series 63, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (M.B.A.), Finance and Operations Management
University of Massachusetts Dartmouth
Bachelor of Science (BS), Civil Engineering
Fidelity Investments September 2010 - Present
Fidelity Investments March 2007 - September 2010
Grand Circle Corporation July 2004 - November 2005
WearGuard / Aramark Uniform Services 1996 - 2003
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2003
Union College 1992 — 1996
BS, Mathematics
Chair January 2014 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments July 2010 - December 2013
Fidelity Investments January 2011 - July 2013
Boston Financial Services Firm September 2008 - December 2010
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA
Bentley University 2004 — 2006
MBA
Boston College 1990 — 1994
Bachelor's degree
Columbia University in the City of New York
MITRE September 2014 - Present
MITRE August 1988 - Present
Fidelity Investments October 1986 - August 1988
Skills
Agile Methodologies, Software Engineering, Enterprise Architecture, Software Development, Software Design, SOA, Integration, Software Project..., Scrum, SharePoint, Java, XML, Requirements Analysis, System Architecture, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Business
Colgate University
BA, Mathematics
Weston High School
Wellesley Public Schools August 2011 - Present
Town of Franklin, Massachusetts July 2009 - July 2011
Town of Franklin, Massachusetts October 2005 - June 2009
Consultant January 1994 - January 2007
Fidelity Investments October 1985 - January 1994
Skills
Teaching, Special Education, Moderate disabilities, Autism Spectrum..., Smartboard, Educational Technology, Differentiated..., Mathematics, Language Based..., Universal Design for..., Assistive Technology, E-Learning, RTI, Technology Integration, Web 2.0, Microsoft Office, Microsoft Excel, Tutoring, Educational Leadership, Microsoft Word, Classroom, K-12, PowerPoint, Learning Disabilities, Grant Writing, Differentiated..., Staff Development, Curriculum Design, Higher Education
Education
Simmons College 2009 — 2010
Education Specialist, Ed S. Assistive Technology, Assistive/Augmentative Technology, Universal Design, All
Simmons College 2007 — 2009
M.S. Ed., Special Education - Moderate, 5-12
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1991
Certificate in Finance, Finance, General
Suffolk University - Sawyer School of Management 1982 — 1984
Master of Business Administration (M.B.A.), Accounting and Finance
Wheaton College (MA) 1978 — 1982
Bachelor of Arts (B.A.), Bachelor of Arts (B.A.), Economics, Russian Language and Literature
Cabot Corporation September 2012 - Present
Fidelity Investments March 2007 - Present
Raytheon November 2004 - February 2007
Lockheed Martin / BAE Systems June 2000 - January 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
MBA, Finance
Saint Anselm College 1997 — 2000
B.A., Business
Fidelity Investments July 2010 - Present
Secnado, LLC December 2013 - Present
Fidelity Investments October 2008 - July 2010
Fidelity Investments February 2005 - September 2008
Skills
Information Security, Information Security..., Security, IT Audit, Information Technology, Business Continuity, Risk Management, Identity Management, Vendor Management, Business Continuity..., CISSP, Disaster Recovery, Financial Risk, Risk Assessment, CISA, ITIL, ISO 27001, Financial Services, Certified Information..., Investment Company..., Operations Professional..., Uniform Securities..., ISO 27001 Lead Auditor, Physical Security
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Information Technology
Northeastern University 1989 — 1994
BS, Criminal Justice
Fidelity Investments
Skills
PMO, Program Management, SDLC, Vendor Management, Business Analysis, Requirements Gathering, Project Management, Data Warehousing, Project Portfolio..., Business Intelligence, Software Project..., Business Process..., Requirements Analysis, Visio
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Management
University of Massachusetts Boston 1984 — 1988
MS in Accounting, College of Management
TIAA-CREF December 2010 - Present
Financial Engines April 2008 - November 2010
Fidelity Investments 1993 - 2008
Ernst & Young 1991 - 1993
The Wyatt Company 1987 - 1991
Skills
Strategic Planning, Business Growth, Investments and Advice, Retirement Plans, Advice, Retirement Planning, Strategy, Business Development, Series 7
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
Masters, Taxation and Financial Planning
McGill University 1983 — 1986
198, Economics
Fidelity Investments August 2012 - Present
Fidelity Investments February 2011 - September 2012
Fidelity Investments July 2008 - April 2011
Fidelity Investments September 2006 - June 2008
Fidelity Investments December 2004 - September 2006
US Army March 1993 - May 2006
Fidelity Investments January 2001 - December 2004
Fidelity Investments July 1999 - December 2000
Scudder Kemper Investements March 1998 - June 1999
Investors Bank & Trust June 1997 - February 1998
Skills
Data Modeling, SDLC, PMP, Systems Analysis, Program Management, Agile Methodologies, Six Sigma, Business Requirements, Business Analysis, Requirements Analysis, PMO, Financial Services, Vendor Management, Risk Management, Agile Project Management, Process Improvement, Project Portfolio..., Business Process..., Project Management, Strategy, Change Management, Software Development, CRM, Enterprise Software, Management, Requirements Gathering, Testing, Product Management, IT Strategy, Software Project..., Enterprise Architecture, Visio, Business Process, Integration, Business Intelligence, Project Delivery, MS Project, Consulting, Resource Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2005
MBA, Management Information Systems
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
BA, Business Admin/Finance
Income Research & Management August 2006 - Present
Gannett Welsh & Kotler May 1998 - August 2006
Pioneer Investments May 1996 - May 1998
Fidelity Investments 1994 - 1996
Skills
Asset Managment, Fixed Income, Investments, Equities, Bloomberg, Asset Allocation, Risk Management, Trading Systems, Business Analysis, Investment Management, Trading, Electronic Trading, Relationship Management, Derivatives, Options, Wealth Management, Bonds, Investment Strategies, Investment Banking, Securities, Alternative Investments, Asset Management, Mutual Funds, Financial Services, Market Data, Equity Research, Due Diligence, Financial Markets, Equity Trading, Financial Analysis
Education
Boston University 2008 — 2010
MS, Computer Information Systems
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MS, Finance
Bentley University 1989 — 1994
BS, Finance
Catholic Memorial
Catholic Memorial
Catholic Memorial
Eagle Investment Systems July 2015 - Present
Eagle Investment Systems November 2007 - Present
Eagle Investment Systems (a Bank of New York Mellon Company) February 2001 - November 2007
Deloitte Consulting September 1996 - October 2000
Fidelity Investments April 1992 - September 1996
Corporate Software 1989 - April 1992
Digital Equipment Corporation 1986 - 1989
Skills
Mutual Funds, Securities, Fixed Income, Fund Accounting, Middle Office, Financial Services, Business Analysis, Relationship Management, Equities, Outsourcing, CRM, Management, Hedge Funds, Corporate Actions, Back Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1993
Master of Science, Computer Information Systems
Boston College 1983 — 1987
Bachelor of Arts, Mathematics and Computer Science
Mt St Joseph Academy
Dividend Assets Capital, LLC December 2014 - Present
Alpha Investment Advisors, Inc March 2006 - December 2014
The Danforth Associates February 2005 - March 2006
Alpha Investment Advisors, Inc October 1999 - February 2005
Bank of America/Quick & Reilly August 1995 - October 1999
Allmerica Financial October 1993 - January 1995
Fidelity Investments September 1991 - September 1993
Boston Financial Data Services September 1990 - September 1991
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management, Risk Management, Finance, Strategy, Wealth, Investment Strategies, Valuation, Investment Management, Alternative Investments, Bloomberg, Series 7, Business Development, Bonds, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Finance
CM
University of Massachusetts at Lowell
BS, Finance
Pearson March 2013 - Present
Pearson September 2010 - February 2013
Fidelity Investments July 2006 - September 2010
CyberGrants, Inc. April 1999 - December 2005
ICI systems 1995 - 1997
Skills
Software Project..., Requirements Analysis, Agile Methodologies, SDLC, SQL, Business Analysis, Visio, Requirements Gathering, Waterfall, SharePoint, Systems Analysis, Agile Project Management, Web Services, Scrum, Program Management, XML
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MSIT, Information Technology
The Johns Hopkins University 1991 — 1995
BA, Political Science, Psychology
The Boston Consulting Group September 2008 - January 2012
Fidelity Investments August 2007 - September 2008
Fidelity Investments September 2005 - August 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MBA, Management of Technology
Northeastern University 2001 — 2003
Certificate, Software Development
Bentley University 1996 — 2000
BA, Finance/Economics
Fidelity Investments October 2012 - Present
Liberty Mutual April 2011 - October 2012
Our Lady of Fatima September 2009 - May 2012
Self-employed January 1994 - April 2011
The Hanover Insurance Group 2005 - 2007
Skills
Captivate, Talent Management, Microsoft Office, Instructional Design, Performance Consulting, Needs Analysis, Performance Management, Instructor-led Training, Blended Learning, E-Learning, Learning Management, Organizational..., Onboarding, Management Development, Training, Management, Leadership Development, Organizational Design, ADDIE, Organizational..., Training Delivery, Curriculum Design, Strategy, Consulting, Human Resources, CRM, Workforce Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Marketing
Bryant University
Human Resources Management Certificate
Regis College
BA, Economics, Math
University of Massachusetts Systems Office May 2007 - Present
First Marblehead Inc April 2005 - May 2007
Accenture 2001 - 2005
Breakaway Solutions Inc December 1999 - January 2001
Eggrock Partners 1999 - December 1999
Extraprise Group Inc. 1998 - 1999
Keyport Life Insurance Co., 1997 - 1998
CRA (Concentra) Managed Care Inc. 1996 - 1997
Fidelity Investments 1989 - 1996
Project Software and Development Inc. (PSDI) 1988 - 1989
Skills
Data Warehousing, Project Management, Requirements Analysis, Visio, SharePoint, Business Intelligence, Analysis, Databases, Quality Assurance, SDLC, CRM, Management, Information Technology, Software Project..., Integration, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
MSCIS
Salem State College 1984 — 1988
Bachelor of Science (B.S.)
Mount Wachusett Community College
D S Brody & Associates July 2008 - Present
Commonwealth Financial Network March 2008 - September 2008
Fidelity Investments April 2007 - April 2008
Investor's Bank & Trust January 2007 - April 2007
Chubb & Son May 2004 - December 2006
UnitedHealth Group February 2003 - February 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Project Management, Cross-functional Team..., Integration, Business Process, Software Development, Analysis, Management, CRM, Analytics, Databases, E-commerce, Systems Analysis, Web Applications, Requirements Analysis, Software Project..., Agile Methodologies, Financial Services, Vendor Management, SQL, Visio, SharePoint, Business Intelligence, IT Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MBA
Brandeis University 1991 — 1995
BA
Tabor Academy 1989 — 1991
Fidelity Investments July 2012 - Present
Fidelity Investments 2005 - Present
Fidelity Family Office Services May 2006 - July 2012
DST International August 2000 - June 2006
State Street January 1999 - August 2000
Skills
SDLC, Business Analysis, Integration, Agile Methodologies, Analysis, Strategy, Portfolio Management, Testing, Databases, Fixed Income, Equities, Systems Analysis, Management, Financial Services, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA in Finance, Finance, Accounting
Brandeis University 1993 — 1997
BS in Chemistry, Organic Chemistry, Inorganic Chemistry, Synthetics & Pharmacy, Economics, Finance
Fidelity Investments November 2014 - Present
Fidelity Investments May 2013 - November 2014
Financial Research Company June 2009 - April 2010
Fidelity Investments February 2001 - December 2008
State Street Corporation July 1996 - February 2001
Skills
Data Analysis, Financial Reporting, Financial Analysis, Database Administration, Ad Hoc Reporting, Marketing Strategy, Marketing Management, Manage Client..., Business Analysis, Process Improvement, CRM, Strategy, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Information Technology
Providence College
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments June 2011 - Present
Fidelity Investments October 2007 - August 2011
Fidelity Investments June 2005 - October 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2011
MBA, Management
Providence College 2000 — 2004
Bachelor of Science, Management & Finance
Fidelity Investments April 2012 - Present
Indian Hill Music March 2012 - Present
Nashoba Valley Chorale October 2010 - Present
First Parish Church of Groton, MA December 1995 - Present
Acton Congregational Church June 1987 - Present
Fidelity Investments May 2000 - April 2012
TASC April 1996 - May 2000
TASC January 1995 - March 1996
TASC March 1991 - December 1994
TASC March 1989 - February 1991
Skills
Agile Methodologies, Software Documentation, Management, Project Management, Web Services, Analysis, SDLC, Music, Requirements Analysis, SQL, Research, Systems Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1996
MS-CIS, Computer Information Systems
University of Massachusetts Lowell 1979 — 1984
Bachelor of Music, Music Theory/Composition; Piano Performance
Fidelity Investments October 2011 - Present
Fidelity Investments March 2010 - October 2011
Evergreen Investments August 2004 - August 2005
Manulife March 2004 - August 2004
SSGA 1997 - 2002
SSgA April 1995 - 1997
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MSF, Finance, General
Bentley University 1988 — 1992
Finance, General
Fidelity Investments October 2013 - Present
Fidelity Investments August 2011 - October 2013
Fidelity Investments June 2008 - August 2011
The First Marblehead Corporation January 2007 - May 2008
CRA International 2003 - 2007
LTXC Corp 2002 - 2003
Baring Asset Management 1999 - 2001
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Business Analysis, Financial Services, Strategic Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MBA, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MS, Finance
Bentley University 1995 — 1999
BS, Accounting
Merrimack High School
National Financial 2005 - Present
Fidelity Investments 2001 - 2005
Fidelity Investments 1996 - 2001
Heritage Capital Management 1995 - 1996
Skills
Series 7, Series 63, Series 4, Series 8, Mutual Funds, Relationship Management, Financial Services, Risk Management, Contract Negotiation, Contract Management, Vendor Relationships, Strengthening Client...
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Bentley University
Bachelor of Science (BS), Finance
Boston University
Certificate of Financial Planning
Institut de Gestion et Sociale
Finance, General
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
Mercer Investments May 2014 - Present
Pyramis Global Advisors July 2008 - April 2014
Fidelity Worldwide Investment January 2008 - July 2008
Fidelity Family Office Services June 2004 - January 2008
Fidelity Strategic New Business Development July 1999 - May 2004
Fidelity Group Pensions International January 1995 - June 1999
Fidelity Worldwide Investment November 1993 - October 1995
Fidelity Investments June 1983 - October 1993
Skills
Financial Services, Mutual Funds, Wealth Management, Institutional..., Strategy, Investments, Global Product..., International Business..., Alternative Investments, Pensions, Leadership, Series 7, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1994
MBA, Finance
Northeastern University 1978 — 1983
BS, Criminal Justice
Fidelity Investments June 2009 - July 2015
KPMG January 2006 - May 2009
Skills
Tax Research, Tax, Corporate Tax, Financial Analysis, Financial Reporting, Income Tax, Accounting, Tax Returns, Financial Modeling, FIN 48, Finance, Microsoft Excel, International Tax, Tax Accounting, Microsoft Office, Outlook, Analysis, Partnership Taxation, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
BS, Acccounting
Bentley University 2001 — 2005
BS, Accounting
Vermilion Software June 2010 - Present
Fidelity Investments June 2009 - June 2010
Citisoft, Inc June 2007 - May 2009
Lewtan Technologies October 2005 - June 2007
DST International June 2004 - October 2005
Financial Models Company 2004 - 2004
State Street Corporation 1999 - 2003
Skills
Business Analysis, Project Management, PMP, Integration, IT Strategy, Software Implementation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MBA, Economics
Johnson State College 1994 — 1997
BA, Business Administration
PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
merrill lynch 2007 - 2008
Fidelity Investments 2000 - 2007
Fidelity Investments 2000 - 2007
Fidelity 2000 - 2007
Fidelity Investments 2000 - 2007
Scudder 1992 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
MS, Finance
Boston College 1982 — 1985
Toscana Corporation November 2009 - Present
OCB LLC January 2003 - November 2009
Fidelity Investments 1995 - 2003
Keane 1990 - 1995
Skills
PMP, Program Management, SDLC, Vendor Management, Software Project..., Project Delivery, Business Analysis, Contract Management, Requirements Analysis, Contract Negotiation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Business Administration (M.B.A.)
Bentley College 1988 — 1990
Bachelor's degree, Computer Information Systems
State Street Global Advisors April 2010 - Present
State Street Global Advisors 2008 - April 2010
State Street Global Advisors 2006 - 2008
Fidelity Investments 2004 - 2006
State Street Global Advisors 2002 - June 2004
Fidelity Investments 1998 - 2002
Wellington Management 1996 - 1998
Lotus Development 1991 - 1996
Skills
Equities, Market Data, Hedge Funds, Capital Markets, Master Data Management, Data Modeling, Data Quality, Security Master, Data Governance, Fixed Income, Information Architecture, Data Architecture, Enterprise Data, Performance Management, Security, Software Development, Trading Systems, Financial Services, Oracle, Portfolio Management, Securities, Bloomberg, Mutual Funds, Requirements Analysis, Sybase, Reference Data, Corporate Actions, Trading, Strategy, Derivatives, Electronic Trading, Middle Office, Investment Banking, Asset Management, Settlement, Fund Accounting, Investments, Back Office, Financial Markets, FX Options, Alternative Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2001
MBA, Information Systems
Marist College 1986 — 1991
BS, Computer Information Systems
Brockton High School 1983 — 1986
Shire Pharmaceuticals November 2011 - Present
Cabot Corporation November 2009 - February 2011
Novartis Vaccines and Diagnostics August 2008 - October 2009
Bayer June 2004 - August 2008
Fidelity Investments January 2004 - June 2004
KeyCorp March 2003 - September 2003
Colgate Palmolive June 1998 - August 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
Universidad Francisco Marroquín 1994 — 1997
BA, Business Administration
Fidelity Investments May 1994 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business
FPS 3 Consulting 2014 - Present
VFA 2005 - 2013
MIT 2002 - 2004
Kewill Solutions 2000 - 2001
Risk Management Foundation - Harvard Medical 1996 - 2000
Fidelity Investments 1994 - 1996
Thomson Financial 1987 - 1994
Interactive Data 1979 - 1987
Skills
Analytics, Salesforce.com, Business Planning, Analysis, Management, Finance, Business Analysis, Lead Generation, Competitive Analysis, Product Management, Strategic Partnerships, Program Management, Start-ups, SaaS, Professional Services, Strategic Planning, Enterprise Software, Strategy, CRM, Cross-functional Team..., Solution Selling
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
University of New Hampshire - Whittemore School of Business and Economics
BS, Business Administration
Fidelity Investments June 2014 - Present
Fidelity Investments May 2010 - June 2014
Fidelity Investments July 2007 - May 2010
Fidelity Investments March 2005 - July 2007
Fidelity Investments July 2004 - February 2005
Skills
Series 63, Series 7, Retirement Planning, Mutual Funds, Certified Financial..., Strategic Financial..., Asset Allocation, Investment Strategies, Investment Advisory, 401k, Wealth Management, Series 65, Life & Health Insurance..., FINRA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Masters, Financial Planning
Bentley University 2001 — 2005
Bachelors, Finance
Oak Hill High School 1997 — 2001
Harvard Pilgrim Health Care April 2015 - Present
Boston Financial Data Services July 2014 - April 2015
BCBSMA July 2011 - July 2014
Fidelity Investments November 1998 - June 2011
Fidelity Investments April 2000 - June 2003
Massachusetts Financial Services 1988 - 1998
Skills
Relationship Management, Team Building, Project Management, Requirements Analysis, Process Improvement, Management, CRM, Leadership, Team Management, Budgets, Vendor Management, SDLC, Software Documentation, Business Analysis, Program Management, Financial Services, PMP, PMO, Risk Management, Visio, Software Project..., Business Process..., Project Portfolio..., IT Strategy, Requirements Gathering, Integration, Analysis, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MSCIS
Saint Michael's College 1983 — 1987
BA, Economics
Milton High School
CGI May 2013 - Present
Fidelity Investments June 2011 - May 2013
State Street February 2011 - June 2011
Brown Brothers Harriman May 2010 - January 2011
Larsen & Toubro Finance Ltd June 2008 - September 2008
State Street Syntel Services Pvt. Ltd April 2006 - July 2007
Campbell Electronics Ltd December 2004 - December 2005
Bank of Bahrain & Kuwait April 2004 - September 2004
Skills
MS Office Suite, MS Project, Visio, SQL, Crystal Ball, Morningstar, Factset, Bloomberg, JIRA, Business Analysis, Budgeting, Forecasting, Financial Analysis, Financial Modeling, Financial Markets, Budgets, Microsoft Excel, Requirements Gathering, Access, Microsoft Office, Business Process, Business Intelligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Science in Finance, Finance
R. A. Podar College of Commerce & Economics 1999 — 2005
Bachelor of Commerce, Accounting and Economics
Managing Director, June 2010 - Present
John Hancock December 2008 - Present
John Hancock February 2008 - November 2008
Fidelity Investments 1999 - 2008
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MS, Finance
Citizens Bank May 2006 - Present
Fidelity Investments July 2004 - May 2006
Bank of America 2002 - 2004
Bank of America 2000 - 2002
Bank of America 1997 - 2000
Skills
Credit Risk, Risk Management, Financial Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
Masters, Computer Information System
Bentley University 1993 — 1997
Bachelors, Finance
Boston Latin School
Fidelity Investments July 2011 - Present
Fidelity Investments July 2009 - July 2010
Fidelity Investments May 2005 - January 2007
Fidelity Investments August 2000 - March 2005
State Street Bank February 1996 - August 2000
State Street Corp. 1996 - 2000
Skills
Project Management..., series 24, FINRA, Series 7, Financial Services, Risk Management, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Risk Management and Real Estate Management
Bryant University 1991 — 1995
BS BA, Finance
Liberty Mutual May 2013 - Present
Liberty Mutual February 2009 - April 2013
Fidelity Investments January 2005 - February 2009
First Student, Inc March 2002 - December 2004
Painted Word May 2000 - January 2002
Boston Scientific 1996 - 2000
Mellon Financial 1994 - 1996
Skills
Forecasting, Process Improvement, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters of Business Administration, Finance
Clemson University 1990 — 1994
Bachelor of Science, Mathematics
Fidelity Investments January 2014 - Present
Fidelity Investments June 2001 - January 2014
SunGard BSR May 2000 - May 2001
Skills
SDLC, Business Analysis, Vendor Management, Process Improvement, Visio, Program Management, IT Strategy, Enterprise Architecture, Agile Methodologies, Integration, Requirements Analysis, Financial Analysis, Software Project..., Business Intelligence, Informatica, Metadata Management, Data Quality, Microsoft SQL Server, Oracle, M-PWR, Data Management, Data Analysis, Data Warehousing, Data Governance, Data Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MBA, Management Information Systems
Merrimack College 1994 — 1999
BA, Accounting
EMC January 2012 - Present
Fidelity Investments August 2009 - Present
Fidelity Investments March 1997 - August 2009
Mellon Financial July 1993 - March 1997
Skills
Asset Allocation, Fixed Income, Portfolio Management, Equities, Bloomberg, Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, Financial Modeling, Investments, Financial Risk, Portfolio Optimization, Performance Attribution, Investment Strategies, Asset Management, Investment Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSF, Finance
University of Southern Maine - School of Business 1989 — 1993
BSBA, Business Economics
Boston Scientific February 2013 - Present
Boston Scientific April 2010 - February 2013
Boston Scientific March 2009 - April 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
Skills
Data Analysis, Requirements Analysis, Business Process, Process Improvement, Microsoft Excel, Access, R, SQL, d3.js, JavaScript, Business Analytics, PL/SQL, Predictive Modeling, UML, Essbase, Data Mining, XML, Java, JDBC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2013
MBA, Business Analytics, Information Systems & Technology
College of the Holy Cross 2000 — 2004
BA, Economics, Computer Science
Fidelity Investments April 2013 - Present
Harvard Management Company August 1996 - April 2013
Harvard Management Company 2005 - 2011
Harvard Management Company 2001 - 2005
Havard Management Company 2000 - 2001
Harvard Management Company 1996 - 2000
Liberty Financial Companies 1993 - 1995
Fechtor Detwiler & Co 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Bloomberg, Investments, Market Data, Securities, Fixed Income, Equities, Financial Markets, Portfolio Management, Asset Management, Trading Systems, Asset Allocation, Investment Management, Valuation, Trading, Derivatives, Mutual Funds, Private Equity, Capital Markets, Fund Accounting, Options, Bonds, ETFs, Swaps, Endowments, Equity Derivatives, Bloomberg Terminal, Equity Research, Electronic Trading, FX Options, Investment Strategies, Financial Modeling, Financial Services, Emerging Markets, Investment Banking, Wealth Management, Series 7, Commodity, Back Office, Structured Finance, Hedging, Series 63, Investment Advisory, Credit Derivatives, Financial Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bentley University
BS, Finance
Fidelity Investments Financial Planning ConsultantFidelity InvestmentsJune 1998 - Present
Education
Merrimack College 2003 — 2004
Certificate of Financial Planning, Financial Planning
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
MBA, Finance
Bryant University 1994 — 1998
BS, Finance
Fidelity Investments 2010 - Present
Fidelity Investments 2006 - 2009
Fidelity Investments 2005 - 2005
Fidelity Investments 1998 - 2004
Fidelity Investments 1996 - 1998
Coopers & Lybrand 1993 - 1996
Adia Temporary Employment Services 1990 - December 1990
First Prime Mortgage Co. May 1986 - September 1989
Skills
Private Equity, Accounting, Mutual Funds, Account Reconciliation, Financial Analysis, Partnership Accounting, Financial Statements, Legal Documents
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1992
MSA, Accountancy
Boston College 1982 — 1986
BA, Economics
Fidelity Investments March 2010 - Present
Fidelity Investments May 2007 - March 2010
Fidelity Investments June 2005 - June 2007
Fidelity Investments, Institutional Wealth Services March 2004 - June 2005
Skills
Certified Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Strategic Financial..., CRM, Mutual Funds, Asset Allocation, 401k, Fixed Annuities, Asset Management, Pensions, ETFs, Investment Management, Bonds, IRAs, Equities, Fixed Income, High Net Worth..., Financial Planners, 401k Rollovers, Wealth Management..., Variable Annuities, Employee Benefits, Term Life Insurance, Trading, Insurance, Series 7, Series 63, Series 65
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters in Financial Planning
McQuaid Jesuit High School
SUNY Cortland
Bachelors of Arts, Political Science; Economics
State University of New York College at Cortland
BA, Political Science/Economics
Accruent July 2011 - Present
Siterra Corporation 2010 - October 2011
Franklin Templeton Group 2008 - 2009
Franklin Templeton Group 2005 - 2008
Franklin Templeton Group 2001 - 2005
Franklin Templeton Group 1998 - 2001
Fidelity Investments 1994 - 1998
Skills
Siterra, Real Estate, SDLC, Business Analysis, SaaS, Visual Basic, Business Objects, Microstrategy, Visio, Vendor Management, Access, Business Intelligence, Requirements Gathering, Software Project..., MS Project, Data Warehousing, Oracle, Databases, Agile Methodologies
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1994
MBA, Finance
Oregon State University 1983 — 1987
BS, Finance
Fidelity Investments February 2000 - Present
Children's Hospital Boston January 1990 - February 2000
Skills
MS Project, Process Improvement, Budgeting, Strategic Planning, Budgets, Vendor Management, Program Management, Contract Management, Project Management, Procurement, Business Analysis, Operations Management, Project Planning, Risk Management, Team Leadership, Contract Negotiation, Business Development, Telecommunications, Facilities Management, Management, Project Portfolio..., Outsourcing, Cross-functional Team..., Change Management, PMP, Business Process..., Leadership, SDLC, CRM, Strategy, Integration, Analysis, IT Strategy, Business Process, PMO, Management Consulting, Software Project..., Financial Services, Requirements Gathering, Team Building, Requirements Analysis, Resource Management, Business Intelligence, Visio, IT Management, Software Documentation, Data Center, Disaster Recovery, Consulting, Microsoft Project
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1997
MBA, Management
Northeastern University 1988 — 1993
BS, Architecture
Fidelity Investments April 1998 - Present
Skills
Municipal Bonds, Asset Allocation, Asset Management, Investment Management, Fixed Income, Financial Analysis, Portfolio Management, Alternative Investments, Mutual Funds, Due Diligence, Financial Modeling, Valuation, Bloomberg, Investments
Education
Northwestern University - The Feinberg School of Medicine
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Syracuse University
BS
Fidelity Investments 2004 - Present
Advisortech 1999 - 2004
Fidelity Investments 1995 - 1999
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1990
MBA, Accounting
Stonehill College 1982 — 1986
BA, Computer Science & Information Systems
Boston Private Wealth LLC March 2015 - Present
Sentinel Benefits September 2009 - March 2015
Fidelity Investments May 1996 - September 2009
Fidelity Investments 1996 - 2009
Skills
Employee Benefits, Investment Advisory, Retirement, 401k, Retirement Planning, Defined Contribution, Retirement Plan..., Financial Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MBA, Marketing
Isenberg School of Management, UMass Amherst 1990 — 1994
BA, Finance
CS Consulting March 2014 - December 2014
Fidelity Investments 1998 - 2003
Fidelity Investments 1997 - 1998
Fidelity Investments 1994 - 1997
Fidelity Investments 1992 - 1994
Wingate Management Co 1990 - 1992
Fidelity Investments 1989 - 1990
Skills
Strategic Planning, Nonprofits, Microsoft Office, Program Development, Customer Service, Event Planning, Public Speaking, Team Building, Teaching, Training, Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
Master of Business Administration (M.B.A.), Finance, General
Bryant University 1985 — 1989
Bachelor’s Degree, Accounting
Self - Employed June 2008 - Present
Streamline.com February 1999 - November 2000
Fidelity Investments February 1996 - July 1997
Eaton Vance November 1993 - February 1996
Aries Technology August 1991 - November 1993
Skills
Blogging, Public Speaking, Creative Writing, Newsletters, Marketing Strategy, Magazines
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA, Marketing
University of Massachusetts, Amherst 1987 — 1991
BA, Marketing
Fidelity Investments
Skills
Strategic Planning, Series 63, Team Building, Financial Services, Mutual Funds, Sales, Sales Management, Marketing Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA)
University of New Hampshire 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Converse Inc May 2011 - Present
Converse 2005 - May 2011
Navic Networks 2000 - 2005
Fidelity Investments 1992 - 2000
Skills
Strategic Financial..., Financial Analysis, Forecasting, Hyperion Enterprise, Finance, Financial Reporting, International Business, Financial Modeling, Latin American Business, Management, Pricing, Financial Planning, Sarbanes-Oxley Act, Variance Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MSF, Finance
University of Massachusetts Lowell 1987 — 1991
BS Accounting
Fidelity Investments January 2005 - Present
Fidelity Investments January 1996 - January 2005
NYNEX January 1994 - January 1996
NYNEX January 1992 - January 1994
NYNEX, Billing Information Systems January 1990 - January 1992
Skills
DB2, Visio, Requirements Analysis, Intertest, Syncsort, Endevor, Control-M, Fileaid, SPUFI, DB2/SQL, VSAM, ISPF, CICS, MVS, TSO, JCL, COBOL, Mainframe, SQL, MS Project, IBM Utilities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
MS, Computer Information Systems
Bentley University 1986 — 1990
BS, Computer Information Systems
assisTek June 2014 - Present
Wild Honey Social Media May 2013 - April 2014
INDRA / SANTANDER BANK March 2012 - May 2013
New Horizons Computer Learning Centers April 2011 - March 2012
State Street Bank June 2006 - January 2008
INVESTORS BANK AND TRUST October 2001 - January 2008
Fidelity Investments January 2001 - October 2001
PFPC / FIRST DATA CORPORATION, FULL SERVICE RETAIL March 1999 - January 2001
SUN LIFE OF CANADA, RETIREMENT PRODUCT SERVICES July 1998 - March 1999
DST SYSTEMS, INC July 1996 - July 1998
Skills
COBOL, Micro Focus COBOL, CA7, QUEST TOAD, JCL, EZTRIEVE, CHAMP, ENDEVOR, FILE-AID, FILE-MANAGER, REMEDY, IBM Utilities, Download Utilities, FTP, NDM, WINDOWS 2007, Outlook Express, Microsoft Word, Microsoft Excel, Microsoft Project, Hardware - IBM 3090, Microsoft SQL Server, Endeavor, Mainframe, Easytrieve, MS Project, Fileaid, Toad, SQL, DB2, Software Documentation, Systems Analysis, Data Warehousing
Education
NEW HORIZONS CLC 2011 — 2012
Northeastern University 1987 — 1996
MIS Degree Program, 3.6
COMPUTER LEARNING CENTER 1992 — 1993
Certificate in Computer Programming, PROGRAMMING, 3.5
Bentley College - Elkin B. McCallum Graduate School of Business
Fidelity Investments July 2012 - Present
Fidelity Investments August 2008 - June 2012
Ernst & Young January 2004 - July 2008
Southern Central University for Ethnic Groups September 2000 - July 2001
Skills
Auditing, Essbase, US GAAP, Financial Reporting, Private Equity, Oracle, People Management, Investment Product..., Financial Services..., Strategic Planning and...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Master of Science, Accounting
Central China Normal University 1996 — 2000
Bachelor, Engligh