Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

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Fidelity Investments Employees

Employee
Years
Job
Industry
William Bramley William Bramley Greater Boston Area Details
William Bramley's Fidelity Investments Experience November 2011 - August 2013
Job Director, Go2Green Team at TIAACREF
Industry Financial Services
Experience
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

Da Luo, CPA Da Luo, CPA Greater Boston Area Details
Da Luo, CPA's Fidelity Investments Experience June 2015 - Present
Job IT Audit Intern at Fidelity Investments
Industry Information Technology and Services
Experience
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

Patrick Randall Patrick Randall Winchester, Massachusetts Details
Patrick Randall's Fidelity Investments Experience May 2006 - August 2006
Job President, City Point Wealth Management
Industry Financial Services
Experience
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

Gaurav Sachdeva Gaurav Sachdeva Dallas/Fort Worth Area Details
Gaurav Sachdeva's Fidelity Investments Experience September 2007 - May 2008
Job Business Planning and Consolidation Consultant at Akili
Industry Information Technology and Services
Experience
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

Robin Cannon Robin Cannon Greater Boston Area Details
Robin Cannon's Fidelity Investments Experience November 2006 - August 2009
Job AVP Strategic Program Delivery at National Life Group
Industry Investment Management
Experience
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

Katherine Hutton Katherine Hutton Somers, Connecticut Details
Katherine Hutton's Fidelity Investments Experience September 2003 - August 2004
Job Corporate Counsel at Power Specialists Assoc., Inc.
Industry Law Practice
Experience
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

Cory Madaris Cory Madaris Greater Boston Area Details
Cory Madaris's Fidelity Investments Experience June 2009 - Present
Job Senior User Experience Researcher at Fidelity Investments
Industry Information Technology and Services
Experience
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

Catherine McAleavey Catherine McAleavey Greater New York City Area Details
Catherine McAleavey's Fidelity Investments Experience March 2006 - September 2008
Job MBA Graduate 2010 Bentley University
Industry Financial Services
Experience
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

Jennifer Prohaska Jennifer Prohaska Boulder, Colorado Details
Jennifer Prohaska's Fidelity Investments Experience August 2004 - September 2005
Job Business Analyst & Project Manager at Prohaska Consulting LLC
Industry Information Technology and Services
Experience
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

Andrew Barbieri Andrew Barbieri Boston, Massachusetts Details
Andrew Barbieri's Fidelity Investments Experience September 2015 - Present
Job Manager Corporate Accounting at Fidelity Investments
Industry Accounting
Experience
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

Christina Coveney Christina Coveney Londonderry, New Hampshire Details
Christina Coveney's Fidelity Investments Experience July 2013 - May 2014
Job FSO Tax Staff at EY
Industry Accounting
Experience
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

Janna Joyce Janna Joyce Greater Boston Area Details
Janna Joyce's Fidelity Investments Experience 2003 - 2005
Job QA Analyst at Boston Software Company
Industry Insurance
Experience
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

Ed Ariel Ed Ariel Medfield, Massachusetts Details
Ed Ariel's Fidelity Investments Experience October 2000 - February 2003
Job Senior Management, Customer Operations and Risk Management
Industry Computer Software
Experience
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

Kerrie Harrington Kerrie Harrington Greater Boston Area Details
Kerrie Harrington's Fidelity Investments Experience May 2005 - March 2007
Job Business Systems Consultant at Millipore
Industry Biotechnology
Experience
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

Kyle McDougle Kyle McDougle Greater Boston Area Details
Kyle McDougle's Fidelity Investments Experience June 2013 - August 2013
Job Assurance Associate at PwC
Industry Financial Services
Experience
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

Aaron Lewicki Aaron Lewicki Greater Boston Area Details
Aaron Lewicki's Fidelity Investments Experience May 2004 - July 2015
Job Lead InfoSec Engineer
Industry Information Technology and Services
Experience
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

Roderick Yao Roderick Yao Greater Boston Area Details
Roderick Yao's Fidelity Investments Experience 2012 - December 2012
Job Solutions Consultant at Cloudera
Industry Information Technology and Services
Experience
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

David Silva, PMP David Silva, PMP Dallas/Fort Worth Area Details
David Silva, PMP's Fidelity Investments Experience July 2012 - Present
Job Director Software Engineering Development Management at Fidelity Investments
Industry Information Technology and Services
Experience
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

Deb Luciano Deb Luciano Greater Boston Area Details
Deb Luciano's Fidelity Investments Experience January 1995 - September 2000
Job Financial Services at NYC
Industry Financial Services
Experience
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

Lawrence Bevens Lawrence Bevens Greater Boston Area Details
Lawrence Bevens's Fidelity Investments Experience 2010 - Present
Job Vice President, Workplace Participant Strategy and Analytics at Fidelity Investments
Industry Financial Services
Experience
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

Gregg Nathan Gregg Nathan Greater Boston Area Details
Gregg Nathan's Fidelity Investments Experience September 2010 - Present
Job VP, Marketing Effectiveness at Fidelity Investments
Industry Financial Services
Experience
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

Maria E Ruiz Maria E Ruiz Providence, Rhode Island Area Details
Maria E Ruiz's Fidelity Investments Experience July 2013 - Present
Job
Industry Financial Services
Experience
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

Dede Ball Dede Ball Greater Boston Area Details
Dede Ball's Fidelity Investments Experience October 1986 - August 1988
Job Associate Department Head at The MITRE Corporation
Industry Information Technology and Services
Experience
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

Ianthe McCarthy Ianthe McCarthy Greater Boston Area Details
Ianthe McCarthy's Fidelity Investments Experience October 1985 - January 1994
Job Special Education Teacher at Wellesley Public Schools
Industry Primary/Secondary Education
Experience
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

Matthew L. Toombs Matthew L. Toombs Greater Boston Area Details
Matthew L. Toombs's Fidelity Investments Experience March 2007 - Present
Job Senior Business Analyst at Cabot Corporation
Industry Financial Services
Experience
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

Randy Bunnell Randy Bunnell Greater Boston Area Details
Randy Bunnell's Fidelity Investments Experience July 2010 - Present
Job Director, Fidelity Investments
Industry Financial Services
Experience
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

Deb DeSantis Deb DeSantis Greater Boston Area Details
Deb DeSantis's Fidelity Investments Experience
Job Program Director at Fidelity Investments
Industry Financial Services
Experience
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

Chris Garrison Chris Garrison Greater Boston Area Details
Chris Garrison's Fidelity Investments Experience 1993 - 2008
Job TIAACREF Relationship Management/Client Strategy
Industry Financial Services
Experience
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

Mark Chmielecki, PMP Mark Chmielecki, PMP Greater Boston Area Details
Mark Chmielecki, PMP's Fidelity Investments Experience August 2012 - Present
Job Senior Director, Project Management Office, National Financial at Fidelity Investments
Industry Financial Services
Experience
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

Jonathan Larkin, CFA Jonathan Larkin, CFA Greater Boston Area Details
Jonathan Larkin, CFA's Fidelity Investments Experience 1994 - 1996
Job Principal
Industry Investment Management
Experience
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

Diane (O'Hara) McLoughlin Diane (O'Hara) McLoughlin Greater Boston Area Details
Diane (O'Hara) McLoughlin's Fidelity Investments Experience April 1992 - September 1996
Job Chief Client Officer at Eagle Investment Systems
Industry Financial Services
Experience
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

Gene Balerna, CIMA® Gene Balerna, CIMA® Ridgeland, South Carolina Details
Gene Balerna, CIMA®'s Fidelity Investments Experience September 1991 - September 1993
Job Senior Portfolio Administrator at Dividend Assets Capital, LLC
Industry Investment Management
Experience
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

Amy (Rancourt) Henson Amy (Rancourt) Henson Somerville, Massachusetts Details
Amy (Rancourt) Henson's Fidelity Investments Experience July 2006 - September 2010
Job
Industry Primary/Secondary Education
Experience
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

Che Yii Che Yii Greater Boston Area Details
Che Yii's Fidelity Investments Experience August 2007 - September 2008
Job
Industry Human Resources
Experience
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

Dianne Baxter Dianne Baxter Greater Boston Area Details
Dianne Baxter's Fidelity Investments Experience October 2012 - Present
Job Director, Leadership Development at Fidelity Investments
Industry Human Resources
Experience
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

James Doucette James Doucette Greater Boston Area Details
James Doucette's Fidelity Investments Experience 1989 - 1996
Job
Industry Information Technology and Services
Experience
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

Dominique Weyl Dominique Weyl Greater Boston Area Details
Dominique Weyl's Fidelity Investments Experience April 2007 - April 2008
Job general contractor, remodeler
Industry Construction
Experience
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

Boris Gitlin Boris Gitlin Greater Boston Area Details
Boris Gitlin's Fidelity Investments Experience July 2012 - Present
Job Director, Systems & Business Analysis at Institutional Wealth Services & Fidelity Family Office Services Technology
Industry Financial Services
Experience
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

Jennifer Barbato Jennifer Barbato Greater Boston Area Details
Jennifer Barbato's Fidelity Investments Experience November 2014 - Present
Job Director Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Adam Paralta Adam Paralta Greater Boston Area Details
Adam Paralta's Fidelity Investments Experience June 2011 - Present
Job Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Shawn McCann Shawn McCann Greater Boston Area Details
Shawn McCann's Fidelity Investments Experience April 2012 - Present
Job Staff Accompanist at Indian Hill Music
Industry Information Technology and Services
Experience
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

Kristen Collins Hoffman Kristen Collins Hoffman Greater Boston Area Details
Kristen Collins Hoffman's Fidelity Investments Experience October 2011 - Present
Job Director, Investment Production at Fidelity Investments
Industry Financial Services
Experience
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

Chris Tremblay Chris Tremblay Greater Boston Area Details
Chris Tremblay's Fidelity Investments Experience October 2013 - Present
Job Director, Finance
Industry Financial Services
Experience
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

Esther Aghai Esther Aghai Greater Boston Area Details
Esther Aghai's Fidelity Investments Experience 2001 - 2005
Job Vice President Relationship Management at National Financial
Industry Financial Services
Experience
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

Glenn Happ Glenn Happ Greater Boston Area Details
Glenn Happ's Fidelity Investments Experience January 2010 - February 2012
Job Vice President, Corporate Compliance
Industry Financial Services
Experience
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

Brian C. Donovan Brian C. Donovan Greater Boston Area Details
Brian C. Donovan's Fidelity Investments Experience June 1983 - October 1993
Job Global Investments Product Leader at Mercer Investments
Industry Financial Services
Experience
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

Justin Roy Justin Roy Greater Boston Area Details
Justin Roy's Fidelity Investments Experience June 2009 - July 2015
Job Tax Analyst at Fidelity Investments
Industry Accounting
Experience
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

James Redfearn, MBA, PMP James Redfearn, MBA, PMP Greater Boston Area Details
James Redfearn, MBA, PMP's Fidelity Investments Experience June 2009 - June 2010
Job Managing Consultant at Vermilion Software
Industry Financial Services
Experience
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

Fran Beecy Fran Beecy Greater Boston Area Details
Fran Beecy's Fidelity Investments Experience 2000 - 2007
Job Senior Investment Consultant at PFE Group
Industry Financial Services
Experience
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

Kristina Jelleme Kristina Jelleme Nantucket, Massachusetts Details
Kristina Jelleme's Fidelity Investments Experience 1995 - 2003
Job General Manager at Toscana Corporation
Industry Construction
Experience
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

Mark LeVie, CFA Mark LeVie, CFA Greater Boston Area Details
Mark LeVie, CFA's Fidelity Investments Experience 2004 - 2006
Job Global Head, Investment Data Systems at State Street Global Advisors
Industry Financial Services
Experience
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

Javier Sicilia Javier Sicilia Greater Boston Area Details
Javier Sicilia's Fidelity Investments Experience January 2004 - June 2004
Job Associate Director, Compensation at Shire Pharmaceuticals
Industry Biotechnology
Experience
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

Brian Hurton Brian Hurton Greater Boston Area Details
Brian Hurton's Fidelity Investments Experience May 1994 - Present
Job Director Client Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 1994 - Present

Education
Bentley College - Elkin B. McCallum Graduate School of Business

Frank Salamone Frank Salamone Barnstable/Yarmouth, Massachusetts Area Details
Frank Salamone's Fidelity Investments Experience 1994 - 1996
Job Business Consultant
Industry Executive Office
Experience
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

Angela Lenehan, CFP® Angela Lenehan, CFP® Greater Boston Area Details
Angela Lenehan, CFP®'s Fidelity Investments Experience June 2014 - Present
Job Field Training Director, New England at Fidelity Investments
Industry Financial Services
Experience
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

Joanne Cullen Joanne Cullen Greater Boston Area Details
Joanne Cullen's Fidelity Investments Experience November 1998 - June 2011
Job Senior IT Project Manager at Harvard Pilgrim Health Care
Industry Insurance
Experience
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

Vithal Dhond Vithal Dhond Greater Boston Area Details
Vithal Dhond's Fidelity Investments Experience June 2011 - May 2013
Job Business Analyst at CGI
Industry Financial Services
Experience
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

Marcelle Daher, CFA Marcelle Daher, CFA Greater Boston Area Details
Marcelle Daher, CFA's Fidelity Investments Experience 1999 - 2008
Job Managing Director, Asset Allocation, Portfolio Solutions Group at Manulife Asset Management
Industry Financial Services
Experience
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

Dien Ngo Dien Ngo Greater Boston Area Details
Dien Ngo's Fidelity Investments Experience July 2004 - May 2006
Job Risk Manager at Citizens Bank
Industry Banking
Experience
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

Adam Antonik, MBA, PMP Adam Antonik, MBA, PMP Providence, Rhode Island Area Details
Adam Antonik, MBA, PMP's Fidelity Investments Experience July 2011 - Present
Job Vice President, Chief Compliance Officer at Fidelity Investments
Industry Financial Services
Experience
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

William Curtin William Curtin Greater Boston Area Details
William Curtin's Fidelity Investments Experience January 2005 - February 2009
Job Manager of Financial Analysis at Liberty Mutual
Industry Financial Services
Experience
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

Brian Rotondo Brian Rotondo Greater Boston Area Details
Brian Rotondo's Fidelity Investments Experience January 2014 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Financial Services
Experience
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

David Dionisio David Dionisio Greater Boston Area Details
David Dionisio's Fidelity Investments Experience August 2009 - Present
Job Consultant Data Scientist at EMC
Industry Financial Services
Experience
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

Christopher Burgoyne Christopher Burgoyne Greater Boston Area Details
Christopher Burgoyne's Fidelity Investments Experience 2007 - 2009
Job Clinical Portfolio Manager at Boston Scientific
Industry Medical Devices
Experience
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

Eric Dahl, CFA Eric Dahl, CFA Greater Boston Area Details
Eric Dahl, CFA's Fidelity Investments Experience April 2013 - Present
Job Systems Analysis, Fidelity Investments
Industry Financial Services
Experience
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

Eric Chorney Eric Chorney Greater Boston Area Details
Eric Chorney's Fidelity Investments Experience Financial Planning ConsultantFidelity InvestmentsJune 1998 - Present
Job Financial Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
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

David Bates, CPA David Bates, CPA Greater Boston Area Details
David Bates, CPA's Fidelity Investments Experience 2010 - Present
Job Director of Accounting Devonshire Investors at Fidelity Investments
Industry Venture Capital & Private Equity
Experience
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

Andrew Hammond, CFP® Andrew Hammond, CFP® Greater Boston Area Details
Andrew Hammond, CFP®'s Fidelity Investments Experience March 2010 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
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

Bill Diercks Bill Diercks San Francisco Bay Area Details
Bill Diercks's Fidelity Investments Experience 1994 - 1998
Job Functional Consultant at Accruent
Industry Computer Software
Experience
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

Paul Griffin, LEED AP Paul Griffin, LEED AP Providence, Rhode Island Area Details
Paul Griffin, LEED AP's Fidelity Investments Experience February 2000 - Present
Job Project Director at Fidelity Investments
Industry Financial Services
Experience
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

Christopher Heavey Christopher Heavey Greater Boston Area Details
Christopher Heavey's Fidelity Investments Experience April 1998 - Present
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
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

Edward O'Brien Edward O'Brien Greater Boston Area Details
Edward O'Brien's Fidelity Investments Experience 2004 - Present
Job Senior Vice President, Technology Product Management at Fidelity Investments
Industry Financial Services
Experience
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

Brian Lopez Brian Lopez Greater Boston Area Details
Brian Lopez's Fidelity Investments Experience May 1996 - September 2009
Job Senior Advisor at Boston Private Wealth LLC
Industry Financial Services
Experience
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

Carmel Sterling Carmel Sterling Greater Boston Area Details
Carmel Sterling's Fidelity Investments Experience 1998 - 2003
Job Manager, Consultant, Educator and Advocate
Industry Individual & Family Services
Experience
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

Beth Daigle Beth Daigle Greater Boston Area Details
Beth Daigle's Fidelity Investments Experience February 1996 - July 1997
Job Freelance Writer and Columnist
Industry Writing and Editing
Experience
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

AJ Roberto AJ Roberto Greater Boston Area Details
AJ Roberto's Fidelity Investments Experience
Job VP at Fidelity Investments
Industry Financial Services
Experience
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

Brian Coyle Brian Coyle Greater Boston Area Details
Brian Coyle's Fidelity Investments Experience 1992 - 2000
Job Director of International Finance at Converse Inc
Industry Apparel & Fashion
Experience
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

Jeanne Plant Jeanne Plant Greater Boston Area Details
Jeanne Plant's Fidelity Investments Experience January 2005 - Present
Job Principal Software Engineer / Developer at Fidelity Investments
Industry Financial Services
Experience
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

JONATHAN JOSLIN JONATHAN JOSLIN Phoenix, Arizona Details
JONATHAN JOSLIN's Fidelity Investments Experience January 2001 - October 2001
Job Junior Designer/Developer at assisTek
Industry Computer Software
Experience
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

Frances Yu Frances Yu Winchester, Massachusetts Details
Frances Yu's Fidelity Investments Experience July 2012 - Present
Job Finance Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

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