Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Allison Burch Allison Burch's Fidelity Investments Experience April 2013 - January 2014
Job Divisional Manager of Controls at AXA US
Industry Financial Services
Experience
AXA US February 2014 - Present
Fidelity Investments April 2013 - January 2014
Fidelity Investments October 2010 - April 2013
Fidelity Investments January 2007 - October 2009
Fidelity Investments July 2005 - December 2006
Education
The College of New Jersey 2001 — 2005
Business, Business Administration
AXA US February 2014 - Present
Fidelity Investments April 2013 - January 2014
Fidelity Investments October 2010 - April 2013
Fidelity Investments January 2007 - October 2009
Fidelity Investments July 2005 - December 2006
Education
The College of New Jersey 2001 — 2005
Business, Business Administration
Daniel D'Elia Daniel D'Elia's Fidelity Investments Experience August 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments August 2014 - Present
Ramsey Department of Public Works May 2012 - August 2014
The College of New Jersey September 2013 - May 2014
The College of New Jersey January 2014 - April 2014
Shoprite September 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Series 7, Series 63, Bloomberg Terminal, Customer Service, Financial Analysis, CRM, Valuation, Public Speaking, Event Planning
Education
The College of New Jersey 2010 — 2014
Bachelor of Science, Finance Major, Communication Studies Minor; Liberal Arts Education
Fidelity Investments August 2014 - Present
Ramsey Department of Public Works May 2012 - August 2014
The College of New Jersey September 2013 - May 2014
The College of New Jersey January 2014 - April 2014
Shoprite September 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Series 7, Series 63, Bloomberg Terminal, Customer Service, Financial Analysis, CRM, Valuation, Public Speaking, Event Planning
Education
The College of New Jersey 2010 — 2014
Bachelor of Science, Finance Major, Communication Studies Minor; Liberal Arts Education
Subha Menon Subha Menon's Fidelity Investments Experience March 2011 - May 2013
Job Assistant Controller at TriplePoint Capital
Industry Venture Capital & Private Equity
Experience
TriplePoint Capital March 2015 - Present
Xoom Corporation June 2013 - March 2015
Fidelity Investments March 2011 - May 2013
Fidelity Investments November 2008 - March 2011
Fidelity Investments May 2007 - November 2008
Fidelity Investments February 2005 - May 2007
Tata Teleservices Ltd May 2003 - February 2005
Saint Gobain Glass India September 2002 - December 2002
Skills
Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Hyperion Enterprise, Hyperion HFM, Oracle Applications, Oracle Discoverer, Foreign currency..., Consolidated Financial..., Investment accounting, Financial Modeling, Variance Analysis, Finance, Strategic Financial..., General Ledger, Account Reconciliation, Currency
Education
The Institute of Chartered Accountants of India 1997 — 2001
Chartered Accountant, Accounting
TriplePoint Capital March 2015 - Present
Xoom Corporation June 2013 - March 2015
Fidelity Investments March 2011 - May 2013
Fidelity Investments November 2008 - March 2011
Fidelity Investments May 2007 - November 2008
Fidelity Investments February 2005 - May 2007
Tata Teleservices Ltd May 2003 - February 2005
Saint Gobain Glass India September 2002 - December 2002
Skills
Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Hyperion Enterprise, Hyperion HFM, Oracle Applications, Oracle Discoverer, Foreign currency..., Consolidated Financial..., Investment accounting, Financial Modeling, Variance Analysis, Finance, Strategic Financial..., General Ledger, Account Reconciliation, Currency
Education
The Institute of Chartered Accountants of India 1997 — 2001
Chartered Accountant, Accounting
Edward Day Edward Day's Fidelity Investments Experience September 2014 - April 2015
Job Client Relationship Manager at Shepherd Financial Partners
Industry Financial Services
Experience
Shepherd Financial Partners May 2015 - Present
Fidelity Investments September 2014 - April 2015
Fidelity Investments May 2014 - August 2014
The College of Wooster Senior Committee for the Class of 2013 September 2012 - May 2013
The College of Wooster September 2009 - May 2013
Joe Kearns Goodwin for State Senate June 2012 - August 2012
Barefeet Theatre May 2011 - August 2011
Skills
Series 7, Series 66, Series 63, Sales, Investment Advisory, Client Services, Personal Finance, Trading, Data Analysis, Quantitative Research, Qualitative Research, Critical Thinking, Non-profits, Community Outreach, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
The College of Wooster 2009 — 2013
Bachelor of Arts (B.A.), Sociology
Lexington High School 2005 — 2009
Shepherd Financial Partners May 2015 - Present
Fidelity Investments September 2014 - April 2015
Fidelity Investments May 2014 - August 2014
The College of Wooster Senior Committee for the Class of 2013 September 2012 - May 2013
The College of Wooster September 2009 - May 2013
Joe Kearns Goodwin for State Senate June 2012 - August 2012
Barefeet Theatre May 2011 - August 2011
Skills
Series 7, Series 66, Series 63, Sales, Investment Advisory, Client Services, Personal Finance, Trading, Data Analysis, Quantitative Research, Qualitative Research, Critical Thinking, Non-profits, Community Outreach, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
The College of Wooster 2009 — 2013
Bachelor of Arts (B.A.), Sociology
Lexington High School 2005 — 2009
Ashray Jha Ashray Jha's Fidelity Investments Experience September 2015 - Present
Job Operations and Services Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
RFSIGINT INC. May 2013 - January 2015
Citi June 2013 - August 2013
Waksman Institute September 2009 - June 2010
Skills
Matlab, Microsoft Office, Research, Management, Gel Electrophoresis, Analysis, Biomedical Engineering, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Leadership, Teamwork, C++, Data Analysis, Customer Service, Social Media, Marketing, Business Strategy, Market Research
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate, Introduction to Marketing, 86%
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate, Introduction to Financial Accounting, 85.2%
University of Virginia 2015 — 2015
Certificate, Business Strategy, 87%
The College of New Jersey 2010 — 2014
B.S degree, Biomedical/Medical Engineering
east brunswick high
Fidelity Investments September 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
RFSIGINT INC. May 2013 - January 2015
Citi June 2013 - August 2013
Waksman Institute September 2009 - June 2010
Skills
Matlab, Microsoft Office, Research, Management, Gel Electrophoresis, Analysis, Biomedical Engineering, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Leadership, Teamwork, C++, Data Analysis, Customer Service, Social Media, Marketing, Business Strategy, Market Research
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate, Introduction to Marketing, 86%
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate, Introduction to Financial Accounting, 85.2%
University of Virginia 2015 — 2015
Certificate, Business Strategy, 87%
The College of New Jersey 2010 — 2014
B.S degree, Biomedical/Medical Engineering
east brunswick high
Craig Lombardi Craig Lombardi's Fidelity Investments Experience January 2007 - December 2010
Job Senior Vice President, Managing Director
Industry Financial Services
Experience
AB March 2011 - Present
Fidelity Investments January 2007 - December 2010
Fidelity Investments September 2002 - December 2006
Fidelity Investments Institutional Services Inc January 1997 - August 2002
Fidelity Investments Institutional Services Inc February 1994 - December 1996
Fidelity Institutional Services Inc August 1992 - January 1994
Fidelity Institutional Retirement Services Corp October 1990 - July 1992
Federal Mogul Corporation June 1989 - August 1990
Skills
Sales Presentations, Personal Development, Leadership Mentoring, Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Investments, Retirement, Asset Allocation, Alternative Investments, Wealth Management, 401k, Asset Managment, Series 24, Securities, Investment Strategies, Investment Management
Education
The College of Wooster 1986 — 1989
BA, History
University of Rhode Island 1984 — 1985
Biology
Kiski Area HS 1982 — 1984
College prep
AB March 2011 - Present
Fidelity Investments January 2007 - December 2010
Fidelity Investments September 2002 - December 2006
Fidelity Investments Institutional Services Inc January 1997 - August 2002
Fidelity Investments Institutional Services Inc February 1994 - December 1996
Fidelity Institutional Services Inc August 1992 - January 1994
Fidelity Institutional Retirement Services Corp October 1990 - July 1992
Federal Mogul Corporation June 1989 - August 1990
Skills
Sales Presentations, Personal Development, Leadership Mentoring, Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Investments, Retirement, Asset Allocation, Alternative Investments, Wealth Management, 401k, Asset Managment, Series 24, Securities, Investment Strategies, Investment Management
Education
The College of Wooster 1986 — 1989
BA, History
University of Rhode Island 1984 — 1985
Biology
Kiski Area HS 1982 — 1984
College prep
Daniel Pegher Daniel Pegher's Fidelity Investments Experience January 2008 - August 2009
Job Senior Revenue Accountant @ University of Wisconsin Div of Intercollegiate Athletics
Industry Higher Education
Experience
PPG Industries - Corporate Audit Services September 2013 - May 2015
PwC July 2011 - August 2013
James Lee Witt Associates October 2010 - July 2011
Fidelity Investments January 2008 - August 2009
Goldman Sachs - The Ayco Company October 2005 - December 2007
Meritor January 2004 - December 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Risk Management, Auditing, Sarbanes-Oxley Act, Internal Controls, CPA, Financial Accounting, Tax, Internal Audit, Sarbanes-Oxley, Financial Services, Analysis
Education
The George Washington University - School of Business 2009 — 2011
Master's degree
The Ohio State University 2001 — 2003
Bachelor of Science - Human Ecology
Our Lady of the Sacred Heart High School 1994 — 1998
PPG Industries - Corporate Audit Services September 2013 - May 2015
PwC July 2011 - August 2013
James Lee Witt Associates October 2010 - July 2011
Fidelity Investments January 2008 - August 2009
Goldman Sachs - The Ayco Company October 2005 - December 2007
Meritor January 2004 - December 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Risk Management, Auditing, Sarbanes-Oxley Act, Internal Controls, CPA, Financial Accounting, Tax, Internal Audit, Sarbanes-Oxley, Financial Services, Analysis
Education
The George Washington University - School of Business 2009 — 2011
Master's degree
The Ohio State University 2001 — 2003
Bachelor of Science - Human Ecology
Our Lady of the Sacred Heart High School 1994 — 1998
Patricia Deroian Patricia Deroian's Fidelity Investments Experience April 2003 - March 2006
Job
Industry Food Production
Experience
Every Day Delicious Catering March 2006 - Present
Fidelity Investments April 2003 - March 2006
Blue Ginger September 2002 - July 2003
Skills
Leadership, Food Preparation, Event Management, Event Planning, Food Industry
Education
State University of New York at Albany 1992 — 1996
Bachelor of Science (BS), Mathematics and Computer Science
The Culinary Institute of America
Every Day Delicious Catering March 2006 - Present
Fidelity Investments April 2003 - March 2006
Blue Ginger September 2002 - July 2003
Skills
Leadership, Food Preparation, Event Management, Event Planning, Food Industry
Education
State University of New York at Albany 1992 — 1996
Bachelor of Science (BS), Mathematics and Computer Science
The Culinary Institute of America
Vinh Lu's Fidelity Investments Experience February 2015 - Present
Job Relationship Manager Private Client Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments July 2014 - February 2015
TD February 2013 - July 2014
HSBC July 2010 - August 2012
New York Life September 2008 - July 2010
Apple Federal Credit Union July 2005 - August 2008
Booz Allen Hamilton December 2004 - October 2005
Skills
Banking, Financial Services, Leadership, Loans, Credit, Insurance, Portfolio Management, Retail Banking, Bloomberg, Management, Management Consulting, Financial Analysis, Finance, Credit Analysis, Retirement Planning, Relationship Management, Sales, Cross Selling, Wealth Management
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Falls Church High School 2002 — 2006
Advanced High School Diploma
Fidelity Investments February 2015 - Present
Fidelity Investments July 2014 - February 2015
TD February 2013 - July 2014
HSBC July 2010 - August 2012
New York Life September 2008 - July 2010
Apple Federal Credit Union July 2005 - August 2008
Booz Allen Hamilton December 2004 - October 2005
Skills
Banking, Financial Services, Leadership, Loans, Credit, Insurance, Portfolio Management, Retail Banking, Bloomberg, Management, Management Consulting, Financial Analysis, Finance, Credit Analysis, Retirement Planning, Relationship Management, Sales, Cross Selling, Wealth Management
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Falls Church High School 2002 — 2006
Advanced High School Diploma
Angelo M. Lobosco, CFA Angelo M. Lobosco, CFA's Fidelity Investments Experience 1994 - 2000
Job Quantitative Investment Analyst
Industry Investment Management
Experience
State Street Global Advisors 2001 - 2013
Putnam Investments 2000 - 2001
Fidelity Investments 1994 - 2000
Buck Consultants 1989 - 1994
Education
The Johns Hopkins University 1972 — 1976
Bachelor of Science (BS), Mathematical Sciences, cum laude
State Street Global Advisors 2001 - 2013
Putnam Investments 2000 - 2001
Fidelity Investments 1994 - 2000
Buck Consultants 1989 - 1994
Education
The Johns Hopkins University 1972 — 1976
Bachelor of Science (BS), Mathematical Sciences, cum laude
Meaghan Hohl Meaghan Hohl's Fidelity Investments Experience June 2015 - Present
Job Director of Planning
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments 2013 - Present
Coldwell Banker United, Realtors October 2013 - October 2014
Fidelity Investments September 2010 - June 2013
The Raben Group January 2009 - September 2010
The George Washington University August 2008 - December 2008
Booz Allen Hamilton October 2007 - December 2008
George Washington University 2006 - 2008
Congresswoman Diane Watson February 2007 - September 2007
Skills
Strategic Communications, Public Policy, Policy Analysis, Public Relations, Non-profits, Political Campaigns, Research, Politics, Strategic Planning, Fundraising, Legislative Relations, Social Media, Crisis Communications, Corporate Communications, Internal Communications, Event Planning, Event Management, Message Development, Public Affairs, Grassroots Organizing, Strategy, Government, Proposal Writing, Editing, Press Releases, Analysis, Legislation, Nonprofits
Education
The George Washington University 2006 — 2008
Master of Business Administration, International Business
University of Massachusetts 1998 — 2001
B.A, History
Oliver Ames High School 1994 — 1997
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments 2013 - Present
Coldwell Banker United, Realtors October 2013 - October 2014
Fidelity Investments September 2010 - June 2013
The Raben Group January 2009 - September 2010
The George Washington University August 2008 - December 2008
Booz Allen Hamilton October 2007 - December 2008
George Washington University 2006 - 2008
Congresswoman Diane Watson February 2007 - September 2007
Skills
Strategic Communications, Public Policy, Policy Analysis, Public Relations, Non-profits, Political Campaigns, Research, Politics, Strategic Planning, Fundraising, Legislative Relations, Social Media, Crisis Communications, Corporate Communications, Internal Communications, Event Planning, Event Management, Message Development, Public Affairs, Grassroots Organizing, Strategy, Government, Proposal Writing, Editing, Press Releases, Analysis, Legislation, Nonprofits
Education
The George Washington University 2006 — 2008
Master of Business Administration, International Business
University of Massachusetts 1998 — 2001
B.A, History
Oliver Ames High School 1994 — 1997
Christine Munroe Clapsis Christine Munroe Clapsis's Fidelity Investments Experience September 2015 - Present
Job Senior Director, Government Relations
Industry Government Relations
Experience
Fidelity Investments September 2015 - Present
The Public Education Foundation October 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments February 2010 - December 2013
Fidelity Investments April 2009 - February 2010
SIFMA April 2006 - April 2009
Lehman Brothers July 2004 - April 2006
The Bond Market Association June 2002 - July 2004
Skills
Policy Analysis, Public Policy, Public Speaking, Editing, Financial Services, Legislative Relations, Policy, Research
Education
The George Washington University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments September 2015 - Present
The Public Education Foundation October 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments February 2010 - December 2013
Fidelity Investments April 2009 - February 2010
SIFMA April 2006 - April 2009
Lehman Brothers July 2004 - April 2006
The Bond Market Association June 2002 - July 2004
Skills
Policy Analysis, Public Policy, Public Speaking, Editing, Financial Services, Legislative Relations, Policy, Research
Education
The George Washington University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Todd James Todd James's Fidelity Investments Experience January 2013 - Present
Job Senior Vice President, Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments July 2011 - January 2013
Fidelity Investments March 2007 - July 2011
Deloitte Consulting December 2003 - March 2007
Resource Consultants, Inc. March 2002 - December 2003
United States Coast Guard May 1994 - March 2002
Skills
Business Process..., Strategy, Cross-functional Team..., Leadership, Business Strategy, Management Consulting, Operations Management, Process Improvement, IT Strategy, Management, Strategic Planning, Business Transformation, Financial Services, Leadership Development, Executive Management, IT Management, Mergers, Service Management, Mergers & Acquisitions, Risk Management, Consulting, Vendor Management, Organizational Design, Program Management, Outsourcing, Business Analysis, Business Management, Strategy Development, Profit Center Management, General Securities..., General Securities..., Employee Learning &..., CLO, Analytics, Series 7, Series 24
Education
The College of William and Mary - The Mason School of Business 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1996 — 1998
MS
US Coast Guard Academy 1990 — 1994
BS
Fidelity Investments January 2013 - Present
Fidelity Investments July 2011 - January 2013
Fidelity Investments March 2007 - July 2011
Deloitte Consulting December 2003 - March 2007
Resource Consultants, Inc. March 2002 - December 2003
United States Coast Guard May 1994 - March 2002
Skills
Business Process..., Strategy, Cross-functional Team..., Leadership, Business Strategy, Management Consulting, Operations Management, Process Improvement, IT Strategy, Management, Strategic Planning, Business Transformation, Financial Services, Leadership Development, Executive Management, IT Management, Mergers, Service Management, Mergers & Acquisitions, Risk Management, Consulting, Vendor Management, Organizational Design, Program Management, Outsourcing, Business Analysis, Business Management, Strategy Development, Profit Center Management, General Securities..., General Securities..., Employee Learning &..., CLO, Analytics, Series 7, Series 24
Education
The College of William and Mary - The Mason School of Business 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1996 — 1998
MS
US Coast Guard Academy 1990 — 1994
BS
Mark Holt Mark Holt's Fidelity Investments Experience September 1987 - August 1989
Job Realtor, Tech Evangelist www.RealEstate Inc
Industry Information Technology and Services
Experience
www.RealEstate Inc (formerly Bainbridge) January 1991 - Present
National Association of REALTORS® January 2000 - Present
State of New Hampshire 1992 - 1994
Fidelity Investments September 1987 - August 1989
Skills
CRM, Sellers, SaaS, Start-ups, Strategic Planning, Business Development, Entrepreneurship, Business Strategy, Strategic Partnerships, Marketing Strategy, Marketing, New Business Development, Strategy, Online Marketing, Lead Generation, Program Management, Social Media, Email Marketing, Social Media Marketing, E-commerce
Education
The College of William and Mary - The Mason School of Business 1990 — 1991
MBA, MBA
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
BA, Economics
Bishop Guertin 1983 — 1983
Diploma, High School/Secondary Diplomas and Certificates
www.RealEstate Inc (formerly Bainbridge) January 1991 - Present
National Association of REALTORS® January 2000 - Present
State of New Hampshire 1992 - 1994
Fidelity Investments September 1987 - August 1989
Skills
CRM, Sellers, SaaS, Start-ups, Strategic Planning, Business Development, Entrepreneurship, Business Strategy, Strategic Partnerships, Marketing Strategy, Marketing, New Business Development, Strategy, Online Marketing, Lead Generation, Program Management, Social Media, Email Marketing, Social Media Marketing, E-commerce
Education
The College of William and Mary - The Mason School of Business 1990 — 1991
MBA, MBA
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
BA, Economics
Bishop Guertin 1983 — 1983
Diploma, High School/Secondary Diplomas and Certificates
David Capodilupo David Capodilupo's Fidelity Investments Experience July 2005 - 2008
Job Executive Director Office of International Programs at MIT Sloan School of Management
Industry Education Management
Experience
MIT Sloan School of Management April 2010 - Present
The MIT Sloan School of Management 2009 - April 2010
TribeHive, LLC November 2008 - 2009
Fidelity Investments July 2005 - 2008
MIT Sloan School of Management October 2002 - July 2005
Aspen Concepts, LLC 2001 - 2003
Putnam Investments 1984 - 2001
The College of Wooster 1980 - 1983
Skills
Investments, Management, Project Management, Team Leadership, Strategic Planning, Business Strategy, Management Consulting, Fundraising, Process Improvement, Financial Services, Strategy, Entrepreneurship, Higher Education, Executive Management, Public Speaking, Leadership Development, Community Outreach, Business Planning
Education
The College of Wooster 1981 — 1983
BA, English
Greens Farms Academy
MIT Sloan School of Management April 2010 - Present
The MIT Sloan School of Management 2009 - April 2010
TribeHive, LLC November 2008 - 2009
Fidelity Investments July 2005 - 2008
MIT Sloan School of Management October 2002 - July 2005
Aspen Concepts, LLC 2001 - 2003
Putnam Investments 1984 - 2001
The College of Wooster 1980 - 1983
Skills
Investments, Management, Project Management, Team Leadership, Strategic Planning, Business Strategy, Management Consulting, Fundraising, Process Improvement, Financial Services, Strategy, Entrepreneurship, Higher Education, Executive Management, Public Speaking, Leadership Development, Community Outreach, Business Planning
Education
The College of Wooster 1981 — 1983
BA, English
Greens Farms Academy
Keith Sawyer Keith Sawyer's Fidelity Investments Experience November 2006 - February 2009
Job Senior Network Operations Analyst at Akamai Technologies
Industry Financial Services
Experience
Akamai Technologies April 2014 - Present
Comcast January 2013 - April 2014
American Express Business Travel May 2012 - January 2013
Sovereign Bank September 2011 - April 2012
Comcast June 2009 - September 2011
Fidelity Investments November 2006 - February 2009
Fidelity Investments May 2005 - November 2006
Fidelity Investments June 2003 - May 2005
Fidelity Investments June 2001 - June 2003
Fidelity Investments February 1996 - June 2001
Skills
Forecasting, Staff Planning, Resource Estimation, Analysis, Statistics, Operations Management, Budgeting, Strategic Planning, Operations Research, Data Analysis, Process Improvement, Planning, SLA, Modeling, KPI, Executive Communications, Service Delivery, Requirements Analysis, Variance Analysis, Data Mining, Change Management, Metrics, Call Center, Business Analysis, Key Performance..., Radio Host, Music, Call Centers, Outsourcing, Budgets, Cross-functional Team..., Strategy, Visio, Program Management, Business Process..., CRM, Risk Management, Software Documentation, Management, Project Planning, Six Sigma, Leadership, Business Planning, Vendor Management, Financial Analysis, Business Process, Coaching
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
Masters, Business Administration
The College of New Jersey 1988 — 1992
Bachelor of Science, Business
Akamai Technologies April 2014 - Present
Comcast January 2013 - April 2014
American Express Business Travel May 2012 - January 2013
Sovereign Bank September 2011 - April 2012
Comcast June 2009 - September 2011
Fidelity Investments November 2006 - February 2009
Fidelity Investments May 2005 - November 2006
Fidelity Investments June 2003 - May 2005
Fidelity Investments June 2001 - June 2003
Fidelity Investments February 1996 - June 2001
Skills
Forecasting, Staff Planning, Resource Estimation, Analysis, Statistics, Operations Management, Budgeting, Strategic Planning, Operations Research, Data Analysis, Process Improvement, Planning, SLA, Modeling, KPI, Executive Communications, Service Delivery, Requirements Analysis, Variance Analysis, Data Mining, Change Management, Metrics, Call Center, Business Analysis, Key Performance..., Radio Host, Music, Call Centers, Outsourcing, Budgets, Cross-functional Team..., Strategy, Visio, Program Management, Business Process..., CRM, Risk Management, Software Documentation, Management, Project Planning, Six Sigma, Leadership, Business Planning, Vendor Management, Financial Analysis, Business Process, Coaching
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
Masters, Business Administration
The College of New Jersey 1988 — 1992
Bachelor of Science, Business
Amy Greeley Amy Greeley's Fidelity Investments Experience
Job SVP, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Strategy, Marketing Strategy
Education
The Johns Hopkins University
Fidelity Investments
Skills
Strategy, Marketing Strategy
Education
The Johns Hopkins University
Nadira Deery, CFP®'s Fidelity Investments Experience January 2006 - August 2013
Job Wealth Advisor at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company October 2014 - Present
SunTrust Bank February 2014 - October 2014
Fidelity Investments January 2006 - August 2013
Weichert Realtors September 2005 - December 2005
Charles Schwab June 1999 - August 2005
Skills
Management, Leadership, Finance, Marketing, Selling, Insurance, Investments, Portfolio Management, Banking, Financial Services, Credit, Estate Planning, Retirement, Financial Analysis, Sales, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 2009 — 2011
Master of Science, Finance
University of Florida 1995 — 1997
Bachelor of Science (BS), Economics
University of Florida 1990 — 1995
Bachelor of Science (BS), Environmental Science
The Ayco Company, L.P., a Goldman Sachs Company October 2014 - Present
SunTrust Bank February 2014 - October 2014
Fidelity Investments January 2006 - August 2013
Weichert Realtors September 2005 - December 2005
Charles Schwab June 1999 - August 2005
Skills
Management, Leadership, Finance, Marketing, Selling, Insurance, Investments, Portfolio Management, Banking, Financial Services, Credit, Estate Planning, Retirement, Financial Analysis, Sales, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 2009 — 2011
Master of Science, Finance
University of Florida 1995 — 1997
Bachelor of Science (BS), Economics
University of Florida 1990 — 1995
Bachelor of Science (BS), Environmental Science
Shirley C Bartee's Fidelity Investments Experience August 2002 - December 2009
Job SemiRetired at PartTime Receptionist, WakeMed Health & Hospitals
Industry Human Resources
Experience
WakeMed Hospital September 2012 - Present
Fidelity Investments August 2002 - December 2009
Fidelity Investments March 1995 - December 2009
Fidelity Investments January 2002 - January 2009
IBM January 1995 - January 2002
IBM January 1995 - January 2002
IBM Corporation February 1993 - March 1995
IBM BENEFITS ADMINISTRATOR January 1994 - January 1995
IBM September 1986 - January 1993
Skills
Technical Writing, HRIS, Business Analysis, Program Management, Employee Benefits, Outlook, Employee Relations, Project Management, Customer Service, Coaching, Microsoft Office, Cross-functional Team..., Policy
Education
NC State University
Wake Tech Community College
The College of New Rochelle 1981 — 1985
BA, Liberal Arts / Psychology Concentration
NC State University
WakeMed Hospital September 2012 - Present
Fidelity Investments August 2002 - December 2009
Fidelity Investments March 1995 - December 2009
Fidelity Investments January 2002 - January 2009
IBM January 1995 - January 2002
IBM January 1995 - January 2002
IBM Corporation February 1993 - March 1995
IBM BENEFITS ADMINISTRATOR January 1994 - January 1995
IBM September 1986 - January 1993
Skills
Technical Writing, HRIS, Business Analysis, Program Management, Employee Benefits, Outlook, Employee Relations, Project Management, Customer Service, Coaching, Microsoft Office, Cross-functional Team..., Policy
Education
NC State University
Wake Tech Community College
The College of New Rochelle 1981 — 1985
BA, Liberal Arts / Psychology Concentration
NC State University
Robert Sheiffer's Fidelity Investments Experience August 1987 - June 2005
Job Senior Project Manager at LogMeIn
Industry Computer Software
Experience
LogMeIn August 2015 - Present
Altisource Labs December 2012 - August 2015
WorldAPP April 2009 - March 2012
Fidelity Investments August 1987 - June 2005
Skills
Project Management, Budgets, Business Requirements, Product Development, Business Analysis, Enterprise Software, SDLC, Product Management, Quality Assurance, Software Development, Software Project..., Change Management, SaaS, PMO, Agile Methodologies, Leadership, PMP
Education
The George Washington University 1981 — 1985
BBA, Business - Information Systems
LogMeIn August 2015 - Present
Altisource Labs December 2012 - August 2015
WorldAPP April 2009 - March 2012
Fidelity Investments August 1987 - June 2005
Skills
Project Management, Budgets, Business Requirements, Product Development, Business Analysis, Enterprise Software, SDLC, Product Management, Quality Assurance, Software Development, Software Project..., Change Management, SaaS, PMO, Agile Methodologies, Leadership, PMP
Education
The George Washington University 1981 — 1985
BBA, Business - Information Systems
Brianna Patel Brianna Patel's Fidelity Investments Experience May 2012 - January 2013
Job Digital Marketing Assistant at The Boston Consulting Group
Industry Public Relations and Communications
Experience
The Boston Consulting Group May 2015 - Present
The Boston Consulting Group August 2014 - May 2015
The Boston Consulting Group May 2014 - August 2014
UM WW May 2013 - February 2014
Fidelity Investments May 2012 - January 2013
Staples January 2012 - March 2012
Staples August 2011 - December 2011
Warner Music Group June 2010 - August 2010
The Desai Family Foundation May 2008 - August 2008
Skills
Social Networking, Marketing, Research, Interviews, Management, Public Relations, Social Media, Editing, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
The George Washington University 2007 — 2011
BA, Psychology and Statistics
Concord Carlisle High School 2004 — 2007
The Boston Consulting Group May 2015 - Present
The Boston Consulting Group August 2014 - May 2015
The Boston Consulting Group May 2014 - August 2014
UM WW May 2013 - February 2014
Fidelity Investments May 2012 - January 2013
Staples January 2012 - March 2012
Staples August 2011 - December 2011
Warner Music Group June 2010 - August 2010
The Desai Family Foundation May 2008 - August 2008
Skills
Social Networking, Marketing, Research, Interviews, Management, Public Relations, Social Media, Editing, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
The George Washington University 2007 — 2011
BA, Psychology and Statistics
Concord Carlisle High School 2004 — 2007
Brittany Doran's Fidelity Investments Experience May 2012 - August 2012
Job Health and Benefits Analyst at Mercer
Industry Higher Education
Experience
Mercer June 2014 - Present
GWU DC Reads January 2011 - June 2014
Mercer May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Strategic Thinking, Teamwork, Time Management, Spanish-speaking, SAS programming, Microsoft Technologies, Data Analysis, Customer Service
Education
The George Washington University - School of Business
Bachelor of Business Administration, International Business and Finance
HOPEDALE JUNIOR SENIOR HIGH SCHOOL
Mercer June 2014 - Present
GWU DC Reads January 2011 - June 2014
Mercer May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Strategic Thinking, Teamwork, Time Management, Spanish-speaking, SAS programming, Microsoft Technologies, Data Analysis, Customer Service
Education
The George Washington University - School of Business
Bachelor of Business Administration, International Business and Finance
HOPEDALE JUNIOR SENIOR HIGH SCHOOL
Jon Bristow's Fidelity Investments Experience June 2015 - Present
Job Summer Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Madison Marquette June 2014 - May 2015
Upromise May 2013 - December 2013
LearnServe 2013 - 2013
Skills
Finance, Mathematics, Macroeconomics, Operational Risk..., Social Networking, Facebook, Analytics, Quantitative Analytics, Portfolio Management, Fixed Income, Asset Management
Education
The George Washington University 2012 — 2016
Finance and Economics
Fidelity Investments June 2015 - Present
Madison Marquette June 2014 - May 2015
Upromise May 2013 - December 2013
LearnServe 2013 - 2013
Skills
Finance, Mathematics, Macroeconomics, Operational Risk..., Social Networking, Facebook, Analytics, Quantitative Analytics, Portfolio Management, Fixed Income, Asset Management
Education
The George Washington University 2012 — 2016
Finance and Economics
Kirsten Vouwie Kirsten Vouwie's Fidelity Investments Experience November 2013 - Present
Job Systems Analyst at Fidelity Investments
Industry Events Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments August 2012 - November 2013
The Chronicle of Higher Education July 2010 - August 2012
American Society of Travel Agents July 2009 - July 2010
GW Panhellenic Association December 2007 - December 2008
Direct Marketing Association May 2008 - August 2008
Skills
Event Planning, Meeting Planning, Trade Shows, Advertising, Corporate Events, French, Cvent, Salesforce.com, Eloqua, RegOnline, Project Management, Marketing, Event Management
Education
The George Washington University 2005 — 2009
BBA, Marketing
Fidelity Investments November 2013 - Present
Fidelity Investments August 2012 - November 2013
The Chronicle of Higher Education July 2010 - August 2012
American Society of Travel Agents July 2009 - July 2010
GW Panhellenic Association December 2007 - December 2008
Direct Marketing Association May 2008 - August 2008
Skills
Event Planning, Meeting Planning, Trade Shows, Advertising, Corporate Events, French, Cvent, Salesforce.com, Eloqua, RegOnline, Project Management, Marketing, Event Management
Education
The George Washington University 2005 — 2009
BBA, Marketing
Linda Kerzel Linda Kerzel's Fidelity Investments Experience February 2006 - July 2008
Job President at High Performing Organizations
Industry Management Consulting
Experience
High Performing Organizations February 2008 - Present
The North Highland Company January 2012 - February 2013
High Performing Organizations July 2008 - January 2012
Fidelity Investments February 2006 - July 2008
Accenture 1994 - 2006
Skills
Leadership Development, Change Management, Program Management, Workshop Facilitation, Succession Planning, Organizational..., Organizational..., Human Capital, Executive Development, Business Transformation, Workforce Planning, MBTI, Talent Management, Shared Services, Management Consulting, Organizational Design, Business Process..., Management, Consulting, Strategy, Thought Leadership, Facilitators, Performance Improvement, Leadership, Performance Management, Executive Management, Mergers & Acquisitions, Facilitation
Education
The George Washington University 1992 — 1994
Master of Business Administration (MBA), Finance and Organization Development
BBA, Merrimack College, MBA, George Washington University 1987 — 1989
Bachelor's degree, Finance
High Performing Organizations February 2008 - Present
The North Highland Company January 2012 - February 2013
High Performing Organizations July 2008 - January 2012
Fidelity Investments February 2006 - July 2008
Accenture 1994 - 2006
Skills
Leadership Development, Change Management, Program Management, Workshop Facilitation, Succession Planning, Organizational..., Organizational..., Human Capital, Executive Development, Business Transformation, Workforce Planning, MBTI, Talent Management, Shared Services, Management Consulting, Organizational Design, Business Process..., Management, Consulting, Strategy, Thought Leadership, Facilitators, Performance Improvement, Leadership, Performance Management, Executive Management, Mergers & Acquisitions, Facilitation
Education
The George Washington University 1992 — 1994
Master of Business Administration (MBA), Finance and Organization Development
BBA, Merrimack College, MBA, George Washington University 1987 — 1989
Bachelor's degree, Finance
Max Kuelzow's Fidelity Investments Experience December 2013 - September 2015
Job Analyst at Guggenheim Partners
Industry
Experience
Guggenheim Partners September 2015 - Present
Fidelity Investments December 2013 - September 2015
United States Senate January 2012 - May 2012
Berkeley Stone Forex May 2011 - August 2011
Potomac Strategic Development Co. LLC May 2010 - July 2010
Skills
VBA, R, SQL, Bloomberg, SPSS, Microsoft Office, Lotus Notes, MetaTrader, Oracle SQL Developer, Microsoft Excel, Java, Adobe Creative Suite
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), International Affairs
Guggenheim Partners September 2015 - Present
Fidelity Investments December 2013 - September 2015
United States Senate January 2012 - May 2012
Berkeley Stone Forex May 2011 - August 2011
Potomac Strategic Development Co. LLC May 2010 - July 2010
Skills
VBA, R, SQL, Bloomberg, SPSS, Microsoft Office, Lotus Notes, MetaTrader, Oracle SQL Developer, Microsoft Excel, Java, Adobe Creative Suite
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), International Affairs
Eric Lebovich, CFA Eric Lebovich, CFA's Fidelity Investments Experience May 2000 - August 2000
Job Product Manager at AlphaSense, Inc.
Industry Financial Services
Experience
AlphaSense, Inc. January 2014 - Present
Bloomberg 2011 - 2013
FactSet Research Systems January 2009 - July 2011
Lehman Brothers March 2005 - March 2008
Lehman Brothers July 2001 - March 2005
Fidelity Investments May 2000 - August 2000
Education
The Johns Hopkins University 1998 — 2001
BA, Economics
Beachwood High School 1995 — 1998
AlphaSense, Inc. January 2014 - Present
Bloomberg 2011 - 2013
FactSet Research Systems January 2009 - July 2011
Lehman Brothers March 2005 - March 2008
Lehman Brothers July 2001 - March 2005
Fidelity Investments May 2000 - August 2000
Education
The Johns Hopkins University 1998 — 2001
BA, Economics
Beachwood High School 1995 — 1998
Lauren O'Leary Lauren O'Leary's Fidelity Investments Experience September 2012 - August 2014
Job J.D. Candidate (2017) at University of Virginia School of Law
Industry Higher Education
Experience
University of Virginia School of Law August 2014 - Present
United States Attorney's Office - District of New Jersey May 2015 - July 2015
Fidelity Investments September 2012 - August 2014
Fidelity Investments August 2007 - September 2012
Fidelity Investments September 2006 - August 2007
Education
The George Washington University 2002 — 2005
B.A., International Affairs
University of Virginia School of Law
J.D. (Anticipated May 2017)
University of Virginia School of Law August 2014 - Present
United States Attorney's Office - District of New Jersey May 2015 - July 2015
Fidelity Investments September 2012 - August 2014
Fidelity Investments August 2007 - September 2012
Fidelity Investments September 2006 - August 2007
Education
The George Washington University 2002 — 2005
B.A., International Affairs
University of Virginia School of Law
J.D. (Anticipated May 2017)
Christian Belli's Fidelity Investments Experience May 2013 - August 2013
Job Solar Fixed Assets at Sunrun
Industry Renewables & Environment
Experience
Sunrun July 2015 - Present
Sebago Capital LLC May 2014 - Present
Fidelity Investments May 2013 - August 2013
The Webster Companies May 2012 - August 2012
Skills
Financial Accounting, Microsoft Excel, Investments, Accounting, Valuation, Start-ups, Equities, Equity Derivatives, Capital Markets, Finance, Portfolio Management, Entrepreneurship, Financial Analysis, Business Valuation, Financial Modeling, Econometrics, Derivatives, Fixed Income, Bloomberg, Bloomberg Terminal, Economics, Financial Markets, PowerPoint, Small Business
Education
The College of William and Mary - The Mason School of Business 2014 — 2015
Master of Accounting, Valuation and Advisory, GPA 3.45
William and Mary 2010 — 2014
Bachelor of Business Administration (BBA), BBA GPA- 3.5, Finance Major, Economics Minor, Accounting Concentration
St John's Preparatory School 2006 — 2010
College/University Preparatory and Advanced High School/Secondary Diploma Program, GPA- 4.1
Sunrun July 2015 - Present
Sebago Capital LLC May 2014 - Present
Fidelity Investments May 2013 - August 2013
The Webster Companies May 2012 - August 2012
Skills
Financial Accounting, Microsoft Excel, Investments, Accounting, Valuation, Start-ups, Equities, Equity Derivatives, Capital Markets, Finance, Portfolio Management, Entrepreneurship, Financial Analysis, Business Valuation, Financial Modeling, Econometrics, Derivatives, Fixed Income, Bloomberg, Bloomberg Terminal, Economics, Financial Markets, PowerPoint, Small Business
Education
The College of William and Mary - The Mason School of Business 2014 — 2015
Master of Accounting, Valuation and Advisory, GPA 3.45
William and Mary 2010 — 2014
Bachelor of Business Administration (BBA), BBA GPA- 3.5, Finance Major, Economics Minor, Accounting Concentration
St John's Preparatory School 2006 — 2010
College/University Preparatory and Advanced High School/Secondary Diploma Program, GPA- 4.1
Nick Signor Nick Signor's Fidelity Investments Experience July 2008 - August 2008
Job Associate at Cushman & Wakefield Capital Markets
Industry Real Estate
Experience
Cushman & Wakefield - Capital Markets September 2009 - Present
Johns Hopkins University Carey Business School August 2009 - August 2010
Fidelity Investments July 2008 - August 2008
Anglo Irish Bank May 2007 - August 2007
Skills
Real Estate, Real Estate Economics, Capital Markets, Contract Negotiation, Real Estate Development, Property, Underwriting
Education
The Johns Hopkins University 2009 — 2010
M.S., Real Estate
Villanova University 2005 — 2009
B.S., Major: Finance, Minor: Real Estate, International Business
Holy Name Central Catholic High School 2001 — 2005
H.S. Diploma
Cushman & Wakefield - Capital Markets September 2009 - Present
Johns Hopkins University Carey Business School August 2009 - August 2010
Fidelity Investments July 2008 - August 2008
Anglo Irish Bank May 2007 - August 2007
Skills
Real Estate, Real Estate Economics, Capital Markets, Contract Negotiation, Real Estate Development, Property, Underwriting
Education
The Johns Hopkins University 2009 — 2010
M.S., Real Estate
Villanova University 2005 — 2009
B.S., Major: Finance, Minor: Real Estate, International Business
Holy Name Central Catholic High School 2001 — 2005
H.S. Diploma
Lisa Nicole Chen's Fidelity Investments Experience 1994 - 1998
Job Experienced Communications Leader; Internal Communications, Change Communications, Events & Video Production
Industry Public Relations and Communications
Experience
ADP May 2015 - Present
ADP May 2013 - Present
ITT Exelis February 2011 - May 2013
Mars, Inc. January 2008 - December 2010
American Standard Companies August 2004 - 2008
American Standard, Europe June 2007 - July 2007
Rolls-Royce North America 2002 - 2004
US Airways 1999 - 2001
Corporate Executive Board June 1998 - February 2000
Fidelity Investments 1994 - 1998
Skills
Technical Writing, Speech Writing, Video Production, Report Writing, Employee Engagement, Corporate Communications, Internal Communications, Executive Communications, Change Leadership, Editing, Change Management, Organizational Change, Organizational..., Writing, Strategic Communications, Communications Strategy, Newsletters, Communications Planning, Crisis Communications, Community Relations, Social Media, Program Management, Corporate Social..., Communication Training, Training Delivery, Community Development, Media Relations, Spokesperson, Press Releases, Leadership, Event Management, Strategy, Advertising, Integrated Marketing, Training, Interviews, Management, Thought Leadership, Reputation Management, Marketing Communications, Message Development, Creative Direction, Crisis Management, Publications, Nonprofits, Recruiting, Human Resources, Project Management, Content Management, Publicity
Education
University of London - Abroad courses part of Johns Hopkins University M.A. program 2005 — 2005
Course work part of my M.A., Communications, Public Relations and Communications
The Johns Hopkins University 2003 — 2005
M.A., Communications
University of Virginia 1994 — 1998
B.A., Liberal Arts: English Literature and Religious Studies
ADP May 2015 - Present
ADP May 2013 - Present
ITT Exelis February 2011 - May 2013
Mars, Inc. January 2008 - December 2010
American Standard Companies August 2004 - 2008
American Standard, Europe June 2007 - July 2007
Rolls-Royce North America 2002 - 2004
US Airways 1999 - 2001
Corporate Executive Board June 1998 - February 2000
Fidelity Investments 1994 - 1998
Skills
Technical Writing, Speech Writing, Video Production, Report Writing, Employee Engagement, Corporate Communications, Internal Communications, Executive Communications, Change Leadership, Editing, Change Management, Organizational Change, Organizational..., Writing, Strategic Communications, Communications Strategy, Newsletters, Communications Planning, Crisis Communications, Community Relations, Social Media, Program Management, Corporate Social..., Communication Training, Training Delivery, Community Development, Media Relations, Spokesperson, Press Releases, Leadership, Event Management, Strategy, Advertising, Integrated Marketing, Training, Interviews, Management, Thought Leadership, Reputation Management, Marketing Communications, Message Development, Creative Direction, Crisis Management, Publications, Nonprofits, Recruiting, Human Resources, Project Management, Content Management, Publicity
Education
University of London - Abroad courses part of Johns Hopkins University M.A. program 2005 — 2005
Course work part of my M.A., Communications, Public Relations and Communications
The Johns Hopkins University 2003 — 2005
M.A., Communications
University of Virginia 1994 — 1998
B.A., Liberal Arts: English Literature and Religious Studies
Bernadette Martin Bernadette Martin's Fidelity Investments Experience September 1994 - May 2010
Job IT Applications
Industry Staffing and Recruiting
Experience
Staffmark October 2011 - Present
Sibcy Cline Realtors May 2010 - September 2012
Fidelity Investments September 1994 - May 2010
Skills
Process Improvement, Project Management, Relationship Management, Operations Management, Vendor Management, Strategic Planning, Financial Services, Strategy, Call Centers, Investments, Business Process, Management, Start-ups, Change Management, Business Analysis, PeopleSoft, SQL, Website Development
Education
Thomas More College
Bachelor's Degree
Thomas More College
Associate's Degree
The Johns Hopkins University
Specialization Certificate, Data Science
Staffmark October 2011 - Present
Sibcy Cline Realtors May 2010 - September 2012
Fidelity Investments September 1994 - May 2010
Skills
Process Improvement, Project Management, Relationship Management, Operations Management, Vendor Management, Strategic Planning, Financial Services, Strategy, Call Centers, Investments, Business Process, Management, Start-ups, Change Management, Business Analysis, PeopleSoft, SQL, Website Development
Education
Thomas More College
Bachelor's Degree
Thomas More College
Associate's Degree
The Johns Hopkins University
Specialization Certificate, Data Science
Steven Karsh Steven Karsh's Fidelity Investments Experience 1994 - 1995
Job Partner Director, Capital Markets
Industry Investment Management
Experience
Innovest Portfolio Solutions August 2002 - Present
Redstone Capital 1999 - 2002
Innovest Portfolio Solutions 1996 - 1999
Boston Co. 1995 - 1996
Fidelity Investments 1994 - 1995
Shetland 1993 - 1994
Cambridge Associates 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Investments, Hedge Funds, Due Diligence, Asset Allocation, Private Equity, Asset Management, Capital Markets, Equities, Fixed Income, Financial Modeling, Securities, Risk Management, Financial Analysis, Customer Relations, Strategic Planning, Business Strategy, Negotiation, Product Development, Trading, Research, Venture Capital, Real Estate, Financial Planning, Excel, New Business Development, Business Planning, Team Building, Microsoft Office, Process Improvement, Wealth Management, Financial Markets, Derivatives, Institutional..., Mutual Funds, Investment Strategies, Customer Service
Education
The George Washington University 1984 — 1991
MBA, Finance & Investments
The George Washington University - School of Business 1984 — 1988
BA, Business Economics & Public Policy
Innovest Portfolio Solutions August 2002 - Present
Redstone Capital 1999 - 2002
Innovest Portfolio Solutions 1996 - 1999
Boston Co. 1995 - 1996
Fidelity Investments 1994 - 1995
Shetland 1993 - 1994
Cambridge Associates 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Investments, Hedge Funds, Due Diligence, Asset Allocation, Private Equity, Asset Management, Capital Markets, Equities, Fixed Income, Financial Modeling, Securities, Risk Management, Financial Analysis, Customer Relations, Strategic Planning, Business Strategy, Negotiation, Product Development, Trading, Research, Venture Capital, Real Estate, Financial Planning, Excel, New Business Development, Business Planning, Team Building, Microsoft Office, Process Improvement, Wealth Management, Financial Markets, Derivatives, Institutional..., Mutual Funds, Investment Strategies, Customer Service
Education
The George Washington University 1984 — 1991
MBA, Finance & Investments
The George Washington University - School of Business 1984 — 1988
BA, Business Economics & Public Policy
Gary Higgins's Fidelity Investments Experience June 2014 - Present
Job Student at The George Washington University School of Business
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - August 2013
Lerch, Vinci, and Higgins LLP May 2012 - August 2012
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and International Business
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - August 2013
Lerch, Vinci, and Higgins LLP May 2012 - August 2012
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and International Business
Ryan O'Carroll, CIMA® Ryan O'Carroll, CIMA®'s Fidelity Investments Experience May 2015 - Present
Job Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Good Harbor March 2014 - March 2015
BlackRock June 2008 - March 2014
Merrill Lynch September 2006 - June 2008
Skills
ETFs, Series 7, Mutual Funds, Asset Managment, Series 63, Alternative Investments, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Bloomberg, Capital Markets, Securities, Separately Managed..., Wealth Management, CIMA
Education
The College of New Jersey 1999 — 2003
Bachelor of Science (B.S.), Marketing
Fidelity Investments May 2015 - Present
Good Harbor March 2014 - March 2015
BlackRock June 2008 - March 2014
Merrill Lynch September 2006 - June 2008
Skills
ETFs, Series 7, Mutual Funds, Asset Managment, Series 63, Alternative Investments, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Bloomberg, Capital Markets, Securities, Separately Managed..., Wealth Management, CIMA
Education
The College of New Jersey 1999 — 2003
Bachelor of Science (B.S.), Marketing
Kelley (Smith) Escalada Kelley (Smith) Escalada's Fidelity Investments Experience May 2005 - August 2005
Job Scientist II at Instrumentation Laboratory
Industry Biotechnology
Experience
Instrumentation Laboratory March 2012 - Present
Instrumentation Laboratory January 2011 - March 2013
Instrumentation Laboratory March 2009 - March 2012
Investor Group Services (IGS) May 2006 - March 2009
North Shore Animal Hospital August 2007 - August 2008
Massachusetts General Hospital May 2007 - August 2007
Fidelity Investments May 2005 - August 2005
Skills
Medical Devices, Laboratory, Biotechnology, FDA, Validation, Research, Life Sciences, R&D, Chemistry, Design Control, Cross-functional Team..., Protein Chemistry, GMP, Design of Experiments, Molecular Biology
Education
The Johns Hopkins University 2013 — 2016
Master of Science (MS), Biotechnology
Tufts University 2004 — 2008
BS, Biology
Instrumentation Laboratory March 2012 - Present
Instrumentation Laboratory January 2011 - March 2013
Instrumentation Laboratory March 2009 - March 2012
Investor Group Services (IGS) May 2006 - March 2009
North Shore Animal Hospital August 2007 - August 2008
Massachusetts General Hospital May 2007 - August 2007
Fidelity Investments May 2005 - August 2005
Skills
Medical Devices, Laboratory, Biotechnology, FDA, Validation, Research, Life Sciences, R&D, Chemistry, Design Control, Cross-functional Team..., Protein Chemistry, GMP, Design of Experiments, Molecular Biology
Education
The Johns Hopkins University 2013 — 2016
Master of Science (MS), Biotechnology
Tufts University 2004 — 2008
BS, Biology
Brian Goldberg Brian Goldberg's Fidelity Investments Experience August 2003 - November 2005
Job Vice President, Compensation, Benefits, Recruitment and HRIS at Revlon
Industry Human Resources
Experience
Revlon March 2013 - Present
Revlon November 2012 - March 2013
Revlon April 2012 - November 2012
Thomson Reuters January 2010 - March 2012
Thomson Reuters 2005 - April 2010
Fidelity Investments August 2003 - November 2005
Towers Perrin June 2000 - August 2003
Mercer Human Resource Consulting December 1992 - May 1999
Skills
Retirement, Health, Benefits, Defined Benefit, Pensions, Employee Benefits, Healthcare, Vendor Management, 401k, Health Insurance, Benefits Administration, Deferred Compensation, Executive Pay, HRIS, Incentive Programs, Onboarding, Succession Planning
Education
The Johns Hopkins University 1988 — 1992
Bachelor of Science (BS), Mathematical Sciences
Revlon March 2013 - Present
Revlon November 2012 - March 2013
Revlon April 2012 - November 2012
Thomson Reuters January 2010 - March 2012
Thomson Reuters 2005 - April 2010
Fidelity Investments August 2003 - November 2005
Towers Perrin June 2000 - August 2003
Mercer Human Resource Consulting December 1992 - May 1999
Skills
Retirement, Health, Benefits, Defined Benefit, Pensions, Employee Benefits, Healthcare, Vendor Management, 401k, Health Insurance, Benefits Administration, Deferred Compensation, Executive Pay, HRIS, Incentive Programs, Onboarding, Succession Planning
Education
The Johns Hopkins University 1988 — 1992
Bachelor of Science (BS), Mathematical Sciences
Joe Mace Joe Mace's Fidelity Investments Experience December 2000 - Present
Job Director, Fixed Income Technology Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2000 - Present
PwC July 1996 - December 2000
Education
The George Washington University
Bachelor of Science (B.Sc.), Chemistry
Fidelity Investments December 2000 - Present
PwC July 1996 - December 2000
Education
The George Washington University
Bachelor of Science (B.Sc.), Chemistry
Ashleigh Chase's Fidelity Investments Experience November 2010 - July 2011
Job Equity Analyst
Industry Capital Markets
Experience
Fidelity Capital Markets July 2011 - September 2014
Fidelity Investments November 2010 - July 2011
UBS May 2009 - December 2009
SuccessTrade Securities, Inc. January 2008 - December 2008
Panera Bread May 2008 - September 2008
Zipcar September 2007 - November 2007
Skills
Equities, Finance, Trading, Management, Portfolio Management, Financial Services, Financial Analysis, Marketing, Asset Allocation, Market Research, Microsoft Office, Analysis, Microsoft Excel, Client Services, Client Relations, Relationship Management
Education
The George Washington University 2006 — 2010
BBA, Finance
Oliver Ames
Fidelity Capital Markets July 2011 - September 2014
Fidelity Investments November 2010 - July 2011
UBS May 2009 - December 2009
SuccessTrade Securities, Inc. January 2008 - December 2008
Panera Bread May 2008 - September 2008
Zipcar September 2007 - November 2007
Skills
Equities, Finance, Trading, Management, Portfolio Management, Financial Services, Financial Analysis, Marketing, Asset Allocation, Market Research, Microsoft Office, Analysis, Microsoft Excel, Client Services, Client Relations, Relationship Management
Education
The George Washington University 2006 — 2010
BBA, Finance
Oliver Ames
Lauren Murray Lauren Murray's Fidelity Investments Experience June 2006 - August 2006
Job Senior Financial Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital July 2012 - Present
Bain Capital July 2010 - July 2012
The Blackstone Group December 2009 - July 2010
The Blackstone Group July 2007 - December 2009
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Education
The George Washington University - School of Business 2003 — 2007
BBA, Finance
Florence University of the Arts 2006 — 2006
Bain Capital July 2012 - Present
Bain Capital July 2010 - July 2012
The Blackstone Group December 2009 - July 2010
The Blackstone Group July 2007 - December 2009
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Education
The George Washington University - School of Business 2003 — 2007
BBA, Finance
Florence University of the Arts 2006 — 2006
Nayan Patel Nayan Patel's Fidelity Investments Experience May 2012 - Present
Job Application Architect, Web and iPhone Development
Industry Internet
Experience
Fidelity Investments May 2012 - Present
Self Employed June 2010 - Present
Fidelity Investments February 2008 - May 2012
Fidelity Investments April 2004 - February 2008
Fidelity Investments June 2003 - March 2004
Fidelity Investments June 2001 - May 2003
Campus Registry, Inc 1999 - 2001
Gelman Library, The George Washington University 1999 - 2001
Skills
iPhone development, HTML, CSS, Java, JavaScript, Dojo, jQuery, Google App Engine, Xcode, Eclipse, Unix, C, C++, Websphere, Tomcat, Mobile Applications, Application Architecture, Web Applications, iPhone, Spring, JSP, Agile Methodologies, Architecture, Architectures, Enterprise Software, Integration, JSON, Java Enterprise Edition, Perl, REST, SOA, Scrum, Software Development, Software Engineering, Software Project..., Web Services, iOS development
Education
The George Washington University 1997 — 2001
BS, Computer Science
Fidelity Investments May 2012 - Present
Self Employed June 2010 - Present
Fidelity Investments February 2008 - May 2012
Fidelity Investments April 2004 - February 2008
Fidelity Investments June 2003 - March 2004
Fidelity Investments June 2001 - May 2003
Campus Registry, Inc 1999 - 2001
Gelman Library, The George Washington University 1999 - 2001
Skills
iPhone development, HTML, CSS, Java, JavaScript, Dojo, jQuery, Google App Engine, Xcode, Eclipse, Unix, C, C++, Websphere, Tomcat, Mobile Applications, Application Architecture, Web Applications, iPhone, Spring, JSP, Agile Methodologies, Architecture, Architectures, Enterprise Software, Integration, JSON, Java Enterprise Edition, Perl, REST, SOA, Scrum, Software Development, Software Engineering, Software Project..., Web Services, iOS development
Education
The George Washington University 1997 — 2001
BS, Computer Science
Alicia Torborg's Fidelity Investments Experience September 2008 - Present
Job Director of Quality and Process Improvement
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
Fidelity Investments September 2008 - Present
KeyBank November 1996 - January 2008
Key Home Equity Services November 1996 - July 2003
Key Bank 1996 - 2003
G.E Capital Home Equity Services 1986 - 1996
Skills
Vendor Management, Project Management, Financial Risk, Leadership, PMP, Program Management, Business Analysis, Financial Services, SDLC, Process Improvement, Risk Management, Mortgage Lending
Education
The George Washington University 2004 — 2007
Associate's certification in Project Management, Project Management
Pearl River High school 1979 — 1983
Fidelity Investments September 2008 - Present
Fidelity Investments September 2008 - Present
KeyBank November 1996 - January 2008
Key Home Equity Services November 1996 - July 2003
Key Bank 1996 - 2003
G.E Capital Home Equity Services 1986 - 1996
Skills
Vendor Management, Project Management, Financial Risk, Leadership, PMP, Program Management, Business Analysis, Financial Services, SDLC, Process Improvement, Risk Management, Mortgage Lending
Education
The George Washington University 2004 — 2007
Associate's certification in Project Management, Project Management
Pearl River High school 1979 — 1983
Tina L. Smith's Fidelity Investments Experience December 2014 - Present
Job Director of Case Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2011 - November 2014
Fidelity Investments April 2007 - February 2011
Fidelity Investments January 2005 - April 2007
Fidelity Invesments October 2003 - January 2005
Fidelity Investments September 1997 - September 2003
Fidelity Investments November 1994 - September 1997
Ohio National Financial Services August 1994 - October 1994
US Shoe Corporation November 1987 - July 1994
Deloitte June 1986 - October 1987
Skills
ERISA, Compliance, Risk Management, Process Improvement, Process Engineering, Problem Solving, Team Building, Teamwork, Cross-functional Team..., Virtual Teams, Benefits Administration, Retirement Planning, Employee Benefits, Financial Services, Leadership, Mutual Funds, Management, Accounting, Human Resources, 401k, Insurance, Retirement, Auditing, Internal Audit, Business Process..., Investments, Qualified Retirement...
Education
The Defiance College 1982 — 1986
BS, Accounting
Fidelity Investments December 2014 - Present
Fidelity Investments February 2011 - November 2014
Fidelity Investments April 2007 - February 2011
Fidelity Investments January 2005 - April 2007
Fidelity Invesments October 2003 - January 2005
Fidelity Investments September 1997 - September 2003
Fidelity Investments November 1994 - September 1997
Ohio National Financial Services August 1994 - October 1994
US Shoe Corporation November 1987 - July 1994
Deloitte June 1986 - October 1987
Skills
ERISA, Compliance, Risk Management, Process Improvement, Process Engineering, Problem Solving, Team Building, Teamwork, Cross-functional Team..., Virtual Teams, Benefits Administration, Retirement Planning, Employee Benefits, Financial Services, Leadership, Mutual Funds, Management, Accounting, Human Resources, 401k, Insurance, Retirement, Auditing, Internal Audit, Business Process..., Investments, Qualified Retirement...
Education
The Defiance College 1982 — 1986
BS, Accounting
Srinivas Kondapaneni Srinivas Kondapaneni's Fidelity Investments Experience September 2011 - January 2014
Job Senior Consultant Salesforce CRM at UnitedHealth Group
Industry Computer Software
Experience
UnitedHealth Group June 2015 - Present
Appirio February 2014 - April 2015
Fidelity Investments September 2011 - January 2014
IBM May 2001 - February 2011
Technocrat Solutions 2000 - 2001
Technocrat Solutions 2000 - 2001
ICAI April 1997 - October 1999
Skills
Agile Methodologies, SQL, XML, Java, Unix, SDLC, Software Development, Microsoft SQL Server, Test Automation, C#, Testing, Web Services, Oracle, Requirements Analysis, JavaScript, Software Quality..., Test Planning, Java Enterprise Edition, Scrum, Quality Center, Cloud Computing, Software Project..., Management, Integration, Business Analysis, Enterprise Architecture
Education
Hyderabad India
Bachelor's degree in Electronics
The Institute of Chartered Accountants of India
Chartered Accountant
UnitedHealth Group June 2015 - Present
Appirio February 2014 - April 2015
Fidelity Investments September 2011 - January 2014
IBM May 2001 - February 2011
Technocrat Solutions 2000 - 2001
Technocrat Solutions 2000 - 2001
ICAI April 1997 - October 1999
Skills
Agile Methodologies, SQL, XML, Java, Unix, SDLC, Software Development, Microsoft SQL Server, Test Automation, C#, Testing, Web Services, Oracle, Requirements Analysis, JavaScript, Software Quality..., Test Planning, Java Enterprise Edition, Scrum, Quality Center, Cloud Computing, Software Project..., Management, Integration, Business Analysis, Enterprise Architecture
Education
Hyderabad India
Bachelor's degree in Electronics
The Institute of Chartered Accountants of India
Chartered Accountant
Michelle Nitti Michelle Nitti's Fidelity Investments Experience October 2015 - Present
Job Recent Graduate TCNJ
Industry Public Relations and Communications
Experience
Fidelity Investments October 2015 - Present
The College of New Jersey 2014 - 2015
College Union Board 2012 - 2015
MSSL, Inc. May 2014 - August 2014
Gold's Gym 2011 - 2014
Skills
Public Relations, Social Media, Event Planning, Public Speaking, Event Management, Management, Project Management, Student Leadership, Team Leadership, Leadership, Interpersonal..., Press Releases, Pitching Ideas, Budget Management, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Special Events..., Marketing, Problem Solving
Education
The College of New Jersey 2011 — 2015
Bachelor of Arts in Communication Studies, Minor in Business Management - GPA: 3.855, Mass Communication/Media Studies
Fidelity Investments October 2015 - Present
The College of New Jersey 2014 - 2015
College Union Board 2012 - 2015
MSSL, Inc. May 2014 - August 2014
Gold's Gym 2011 - 2014
Skills
Public Relations, Social Media, Event Planning, Public Speaking, Event Management, Management, Project Management, Student Leadership, Team Leadership, Leadership, Interpersonal..., Press Releases, Pitching Ideas, Budget Management, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Special Events..., Marketing, Problem Solving
Education
The College of New Jersey 2011 — 2015
Bachelor of Arts in Communication Studies, Minor in Business Management - GPA: 3.855, Mass Communication/Media Studies
Sumit Mukherjee's Fidelity Investments Experience May 1999 - August 2000
Job
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Merrill Lynch July 2005 - June 2006
Merrill Lynch May 2004 - June 2005
Merrill Lynch November 2003 - April 2004
Merrill Lynch January 2003 - October 2003
Merrill Lynch July 2001 - December 2002
Fidelity Investments May 1999 - August 2000
Skills
Series 7, Equities, Trading, Investment Banking, Series 63, Bloomberg, Capital Markets, Equity Trading, IPO, Risk Management, Financial Services, Equity Capital Markets, Financial Markets, Series 24, Corporate Finance
Education
The College of New Jersey 1997 — 2001
BS, Finance, Economics, Int'l Business
Merrill Lynch June 2006 - Present
Merrill Lynch July 2005 - June 2006
Merrill Lynch May 2004 - June 2005
Merrill Lynch November 2003 - April 2004
Merrill Lynch January 2003 - October 2003
Merrill Lynch July 2001 - December 2002
Fidelity Investments May 1999 - August 2000
Skills
Series 7, Equities, Trading, Investment Banking, Series 63, Bloomberg, Capital Markets, Equity Trading, IPO, Risk Management, Financial Services, Equity Capital Markets, Financial Markets, Series 24, Corporate Finance
Education
The College of New Jersey 1997 — 2001
BS, Finance, Economics, Int'l Business
Jonathan Hromi's Fidelity Investments Experience December 2011 - Present
Job Director of Patent Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Skills
Intellectual Property..., Law, Management Consulting, Strategy, Licensing, Business Strategy, Patents, Contract Negotiation, Corporate Law, Data Analysis, Biotechnology, Project Management, Valuation, Analysis, Financial Analysis, Management, Competitive Intelligence, Research, Marketing, Intellectual Property, Recruiting, Trials, Litigation, Portfolio Management, Corporate Governance, Entrepreneurship, Financial Modeling
Education
Case Western Reserve University - Weatherhead School of Management 2001 — 2005
JD / MBA
Johns Hopkins University 1992 — 1996
B.A.
Middletown High School
Middletown High School
Fidelity Investments December 2011 - Present
Skills
Intellectual Property..., Law, Management Consulting, Strategy, Licensing, Business Strategy, Patents, Contract Negotiation, Corporate Law, Data Analysis, Biotechnology, Project Management, Valuation, Analysis, Financial Analysis, Management, Competitive Intelligence, Research, Marketing, Intellectual Property, Recruiting, Trials, Litigation, Portfolio Management, Corporate Governance, Entrepreneurship, Financial Modeling
Education
Case Western Reserve University - Weatherhead School of Management 2001 — 2005
JD / MBA
Johns Hopkins University 1992 — 1996
B.A.
Middletown High School
Middletown High School
Joe Pasquina's Fidelity Investments Experience August 2007 - May 2010
Job
Industry Financial Services
Experience
State Street April 2013 - Present
RBS Citizens May 2010 - April 2013
Fidelity Investments August 2007 - May 2010
GTECH Corp July 2002 - September 2007
Skills
Financial Management, Financial Planning, Risk Management, Financial Analysis, Process Improvement, Business Planning, Project Planning, Managerial Finance, Strategic Financial..., Financial Modeling, Finance, Analysis
Education
The George Washington University - School of Business 1997 — 1999
MBA, Finance
US Coast Guard Academy 1989 — 1993
BS, Political Science and Government
State Street April 2013 - Present
RBS Citizens May 2010 - April 2013
Fidelity Investments August 2007 - May 2010
GTECH Corp July 2002 - September 2007
Skills
Financial Management, Financial Planning, Risk Management, Financial Analysis, Process Improvement, Business Planning, Project Planning, Managerial Finance, Strategic Financial..., Financial Modeling, Finance, Analysis
Education
The George Washington University - School of Business 1997 — 1999
MBA, Finance
US Coast Guard Academy 1989 — 1993
BS, Political Science and Government
Vikram Soorma's Fidelity Investments Experience March 2008 - June 2010
Job Sr. Analyst at Foster Dykema Cabot & Co., Inc.
Industry Investment Management
Experience
Foster Dykema Cabot & Co., Inc. January 2015 - Present
SCS Financial July 2012 - June 2014
Pyramis Global Advisors (a Fidelity Investments Company) June 2010 - June 2012
Fidelity Investments March 2008 - June 2010
Fidelity Investments June 2005 - March 2008
Lucent Technologies June 1999 - July 2003
Skills
Strategy, Financial Modeling, Equities, Valuation, Investments, Portfolio Management, Hedge Funds, Capital Markets, Asset Managment, Fixed Income, Corporate Finance, Business Analysis, Investment Banking, Bloomberg, Alternative Investments, Financial Analysis, Risk Management, Private Equity, Equity Research, Business Strategy, Asset Management, Mutual Funds, Due Diligence
Education
The George Washington University - School of Business 2003 — 2005
MBA, Finance
University of Pune 1995 — 1999
BE, Electronics and Telecommunications
Foster Dykema Cabot & Co., Inc. January 2015 - Present
SCS Financial July 2012 - June 2014
Pyramis Global Advisors (a Fidelity Investments Company) June 2010 - June 2012
Fidelity Investments March 2008 - June 2010
Fidelity Investments June 2005 - March 2008
Lucent Technologies June 1999 - July 2003
Skills
Strategy, Financial Modeling, Equities, Valuation, Investments, Portfolio Management, Hedge Funds, Capital Markets, Asset Managment, Fixed Income, Corporate Finance, Business Analysis, Investment Banking, Bloomberg, Alternative Investments, Financial Analysis, Risk Management, Private Equity, Equity Research, Business Strategy, Asset Management, Mutual Funds, Due Diligence
Education
The George Washington University - School of Business 2003 — 2005
MBA, Finance
University of Pune 1995 — 1999
BE, Electronics and Telecommunications
Jeff Kramer's Fidelity Investments Experience 2007 - 2009
Job
Industry Human Resources
Experience
1st Global 2014 - Present
QBE North America 2010 - 2014
Fidelity Investments 2007 - 2009
GAB Robins 2003 - 2007
Health Pathways 2001 - 2003
webMethods 1999 - 2001
The Thomson Corporation 1995 - 1999
Skills
Succession Planning, Talent Management, Benefits, Compensation, Performance Management, Organizational..., Employee Relations, Leadership Development, Onboarding, Employee Benefits, Workers Compensation, Employer Branding, Start-ups, Change Management, Organizational Design, Outsourcing, Deferred Compensation, Personnel Management, HRIS, Human Resources, Workforce Planning, Executive Coaching, Leadership, New Hire Orientations, Training, Mergers & Acquisitions, Recruiting, Executive Search, Strategy, Coaching, Management, Program Management, Talent Acquisition, Benefits Administration, Employee Engagement, HR Consulting, Applicant Tracking..., Organizational..., Executive Management, Hiring, HR Policies, College Recruiting, Human Capital, Employment Law, Compensation & Benefit, Interviews, FMLA, Career Development, Cross-functional Team..., Technical Recruiting
Education
The George Washington University
BA, MA
1st Global 2014 - Present
QBE North America 2010 - 2014
Fidelity Investments 2007 - 2009
GAB Robins 2003 - 2007
Health Pathways 2001 - 2003
webMethods 1999 - 2001
The Thomson Corporation 1995 - 1999
Skills
Succession Planning, Talent Management, Benefits, Compensation, Performance Management, Organizational..., Employee Relations, Leadership Development, Onboarding, Employee Benefits, Workers Compensation, Employer Branding, Start-ups, Change Management, Organizational Design, Outsourcing, Deferred Compensation, Personnel Management, HRIS, Human Resources, Workforce Planning, Executive Coaching, Leadership, New Hire Orientations, Training, Mergers & Acquisitions, Recruiting, Executive Search, Strategy, Coaching, Management, Program Management, Talent Acquisition, Benefits Administration, Employee Engagement, HR Consulting, Applicant Tracking..., Organizational..., Executive Management, Hiring, HR Policies, College Recruiting, Human Capital, Employment Law, Compensation & Benefit, Interviews, FMLA, Career Development, Cross-functional Team..., Technical Recruiting
Education
The George Washington University
BA, MA
Lester Robbins's Fidelity Investments Experience 2015 - Present
Job VP ETF Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Union Bank 2013 - 2014
Fidelity Investments 2013 - 2013
Russell Investments 2011 - 2013
BlackRock 2009 - 2011
Barclays Global Investors 2007 - 2009
Kono Consulting Inc 2004 - 2006
Out of Office 2002 - 2003
Mifund Services Inc 1999 - 2002
Bank of America 1992 - 1999
Skills
Product Management, Project Management, Strategy, Start-ups, Business Process, Business Analysis, ETFs, Management Consulting, Mergers & Acquisitions, Asset Management, Financial Services, Change Management, ERP, Management, PMO
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (BS), Economics
The Hun School of Princeton 1980 — 1984
College Prep
Chapin 1977 — 1980
Fidelity Investments 2015 - Present
Union Bank 2013 - 2014
Fidelity Investments 2013 - 2013
Russell Investments 2011 - 2013
BlackRock 2009 - 2011
Barclays Global Investors 2007 - 2009
Kono Consulting Inc 2004 - 2006
Out of Office 2002 - 2003
Mifund Services Inc 1999 - 2002
Bank of America 1992 - 1999
Skills
Product Management, Project Management, Strategy, Start-ups, Business Process, Business Analysis, ETFs, Management Consulting, Mergers & Acquisitions, Asset Management, Financial Services, Change Management, ERP, Management, PMO
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (BS), Economics
The Hun School of Princeton 1980 — 1984
College Prep
Chapin 1977 — 1980
Kerri Scharr's Fidelity Investments Experience September 2006 - Present
Job Director, Regional Fiduciary Officer at Fidelity Personal Trust Co
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Nutter McClennen & Fish LLP September 2002 - August 2006
Education
The George Washington University Law School 1999 — 2002
JD, Law
Tufts University 1991 — 1995
BA, Political Science, French
Fidelity Investments September 2006 - Present
Nutter McClennen & Fish LLP September 2002 - August 2006
Education
The George Washington University Law School 1999 — 2002
JD, Law
Tufts University 1991 — 1995
BA, Political Science, French
Scott Levi's Fidelity Investments Experience 2001 - Present
Job Director, Web Systems Engineering
Industry Financial Services
Experience
Fidelity Investments 2001 - Present
Sun Microsystems March 2000 - December 2000
Skills
Unix Shell Scripting, Web Applications, Splunk, ClearCase, F5 BigIP, IT Operations, Websphere, Systems Engineering, Vendor Management, Process Improvement, Process Engineering, TCP/IP, Java, Solaris, HTTP, Web Analytics, Unix, Requirements Analysis, Agile Methodologies, Business Analysis, Shell Scripting, Software Project..., SDLC, Program Management, Enterprise Architecture
Education
The George Washington University 1997 — 2001
Bachelor of Science (BS), Computer Science
Germantown Academy 1995 — 1997
High School Diploma, Computer Science
Fidelity Investments 2001 - Present
Sun Microsystems March 2000 - December 2000
Skills
Unix Shell Scripting, Web Applications, Splunk, ClearCase, F5 BigIP, IT Operations, Websphere, Systems Engineering, Vendor Management, Process Improvement, Process Engineering, TCP/IP, Java, Solaris, HTTP, Web Analytics, Unix, Requirements Analysis, Agile Methodologies, Business Analysis, Shell Scripting, Software Project..., SDLC, Program Management, Enterprise Architecture
Education
The George Washington University 1997 — 2001
Bachelor of Science (BS), Computer Science
Germantown Academy 1995 — 1997
High School Diploma, Computer Science
Nancy Lucier, PMP, LTCP, CSM, FLMI's Fidelity Investments Experience April 2008 - December 2008
Job Sr Business Analyst, Blue Cod Technologies, Inc
Industry Information Technology and Services
Experience
Blue Cod Technologies, Inc. July 2015 - Present
Long Term Care Partners August 2010 - July 2015
US Dept of Commerce, Census Bureau April 2010 - February 2011
Fidelity Investments April 2008 - December 2008
Veritude April 2008 - December 2008
HRS Product Delivery Group - Fidelity Investments 2007 - January 2008
Hanover Insurance Group December 1998 - December 2006
Allmerica Financial 1998 - 2003
Paul Revere Ins Group 1979 - 1998
Paul Revere, now a Unum/Provident Company 1979 - 1998
Skills
Microsoft Excel, Business Analysis, Access, Visio, Software Project..., Management, Agile Methodologies, Business Process..., Leadership, PMP, Quality Assurance, Process Improvement, SDLC, Vendor Management, Requirements Gathering, SharePoint, Project Management
Education
Worcester State University 1987 — 1991
BS, Management
The George Washington University - School of Business
Master Certificate, IT Project Management
The George Washington University - School of Business
Master Certificate, Business Anlysis
Blue Cod Technologies, Inc. July 2015 - Present
Long Term Care Partners August 2010 - July 2015
US Dept of Commerce, Census Bureau April 2010 - February 2011
Fidelity Investments April 2008 - December 2008
Veritude April 2008 - December 2008
HRS Product Delivery Group - Fidelity Investments 2007 - January 2008
Hanover Insurance Group December 1998 - December 2006
Allmerica Financial 1998 - 2003
Paul Revere Ins Group 1979 - 1998
Paul Revere, now a Unum/Provident Company 1979 - 1998
Skills
Microsoft Excel, Business Analysis, Access, Visio, Software Project..., Management, Agile Methodologies, Business Process..., Leadership, PMP, Quality Assurance, Process Improvement, SDLC, Vendor Management, Requirements Gathering, SharePoint, Project Management
Education
Worcester State University 1987 — 1991
BS, Management
The George Washington University - School of Business
Master Certificate, IT Project Management
The George Washington University - School of Business
Master Certificate, Business Anlysis
Jonathan Illuzzi's Fidelity Investments Experience December 2009 - Present
Job Sr. Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2009 - Present
Education
The College of New Jersey 1995 — 1999
Fidelity Investments December 2009 - Present
Education
The College of New Jersey 1995 — 1999
Veronica Minukas's Fidelity Investments Experience 1994 - 2007
Job Chief Human Resources Officer at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC May 2015 - Present
Nikko Asset Management July 2007 - Present
Fidelity Investments 1994 - 2007
Iomega 1986 - 1994
Skills
Succession Planning, Organizational..., Talent Management, Organizational Design, Workforce Planning, Human Resources, Organizational..., Employee Relations, Employee Engagement, Performance Management, 360 Feedback, Leadership Development, Executive Coaching, MBTI, Deferred Compensation, Management, Strategy
Education
The George Washington University - School of Business
Lord, Abbett & Co. LLC May 2015 - Present
Nikko Asset Management July 2007 - Present
Fidelity Investments 1994 - 2007
Iomega 1986 - 1994
Skills
Succession Planning, Organizational..., Talent Management, Organizational Design, Workforce Planning, Human Resources, Organizational..., Employee Relations, Employee Engagement, Performance Management, 360 Feedback, Leadership Development, Executive Coaching, MBTI, Deferred Compensation, Management, Strategy
Education
The George Washington University - School of Business
Jennifer Ledeen's Fidelity Investments Experience June 2004 - Present
Job Meetings & Events at Fidelity Investments
Industry Events Services
Experience
Fidelity Investments June 2004 - Present
The Hampshire House July 2003 - July 2004
BankBoston July 1997 - June 2003
The Ritz-Carlton Hotel Company LLC July 1994 - July 1997
Skills
Event Planning, Budgeting, Event Management, Strategic Planning, Customer Relations, Budgets, Customer Service, Marketing Communications, Catering, Trade Shows, Marketing, Marketing Strategy, Meeting Planning, Sponsorship, Corporate Events, Hospitality Management, Hospitality, Hospitality Industry, Management, Hotels
Education
The George Washington University 1989 — 1993
BA, English Literature
Benenden, Cranbrook, Kent, UK
Fidelity Investments June 2004 - Present
The Hampshire House July 2003 - July 2004
BankBoston July 1997 - June 2003
The Ritz-Carlton Hotel Company LLC July 1994 - July 1997
Skills
Event Planning, Budgeting, Event Management, Strategic Planning, Customer Relations, Budgets, Customer Service, Marketing Communications, Catering, Trade Shows, Marketing, Marketing Strategy, Meeting Planning, Sponsorship, Corporate Events, Hospitality Management, Hospitality, Hospitality Industry, Management, Hotels
Education
The George Washington University 1989 — 1993
BA, English Literature
Benenden, Cranbrook, Kent, UK
James Babineau's Fidelity Investments Experience April 2014 - Present
Job Senior Regional Retirement Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments November 2010 - April 2014
Fidelity Investments December 2009 - November 2010
Fidelity Investments July 2006 - November 2009
Education
The College of Wooster 1999 — 2003
Bachelor of Arts (B.A.), Philosophy
Fidelity Investments April 2014 - Present
Fidelity Investments November 2010 - April 2014
Fidelity Investments December 2009 - November 2010
Fidelity Investments July 2006 - November 2009
Education
The College of Wooster 1999 — 2003
Bachelor of Arts (B.A.), Philosophy
Dan Erickson's Fidelity Investments Experience January 2012 - March 2013
Job Senior VP Operations at AMD Communications, Inc.
Industry Financial Services
Experience
AMD Communications, Inc. October 2014 - Present
Independent Contractor April 2013 - Present
Fidelity Investments January 2012 - March 2013
Fidelity Investments January 2011 - January 2012
Fidelity Investments September 2008 - December 2010
Fidelity Investments July 2007 - September 2008
Fidelity Investments June 2006 - June 2007
Fidelity Investments July 2004 - May 2006
Fidelity Investments July 2002 - June 2004
Fidelity Investments April 2001 - June 2002
Skills
Business Process..., New Business Development, Process Improvement, Financial Services, Vendor Management, Business Analysis, Program Management, Product Lifecycle..., Product Management, Sales Analysis, Sales Operations, Annual Planning, Program Implementation, Business Strategy, Change Management, HRIS Implementations, Large System..., Access Database..., Salesforce.com, CRM, HRIS, Project Management, Quality Assurance, Analysis, Training, Strategic Planning, Management, Business Development, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2002
MBA
University of New Hampshire 1995 — 1997
Bachelor of Arts (B.A.), Anthropology
The George Washington University 1993 — 1995
AMD Communications, Inc. October 2014 - Present
Independent Contractor April 2013 - Present
Fidelity Investments January 2012 - March 2013
Fidelity Investments January 2011 - January 2012
Fidelity Investments September 2008 - December 2010
Fidelity Investments July 2007 - September 2008
Fidelity Investments June 2006 - June 2007
Fidelity Investments July 2004 - May 2006
Fidelity Investments July 2002 - June 2004
Fidelity Investments April 2001 - June 2002
Skills
Business Process..., New Business Development, Process Improvement, Financial Services, Vendor Management, Business Analysis, Program Management, Product Lifecycle..., Product Management, Sales Analysis, Sales Operations, Annual Planning, Program Implementation, Business Strategy, Change Management, HRIS Implementations, Large System..., Access Database..., Salesforce.com, CRM, HRIS, Project Management, Quality Assurance, Analysis, Training, Strategic Planning, Management, Business Development, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2002
MBA
University of New Hampshire 1995 — 1997
Bachelor of Arts (B.A.), Anthropology
The George Washington University 1993 — 1995
Christopher Dockal's Fidelity Investments Experience August 2004 - October 2009
Job Vice President/General Manager, North America Comprehensive Services at ADP
Industry Human Resources
Experience
ADP November 2014 - Present
ADP June 2012 - October 2014
ADP September 2011 - June 2012
ADP November 2009 - September 2011
Fidelity Investments August 2004 - October 2009
Fidelity Investments 1998 - 2004
Northeastern University 1996 - 1997
University of South Carolina 1994 - 1996
Skills
Outsourcing, Process Improvement, Change Management, Performance Management, BPO, Talent Management, Employee Benefits, People Management, Leadership, Customer Service, Analytic Thinking, Communication Skills, Public Speaking, Teaching, Coaching, Mentoring, Business Service..., Operations Management, Service Center..., Management, Call Centers, Employee Engagement, Employee Relations, Training, Recruiting, Payroll, Financial Services, Personnel Management, Strategic Planning, Program Management, Benefits Administration, Leadership Development, Human Resources, HRIS, Vendor Management, Organizational..., Strategy
Education
University of South Carolina-Columbia 1994 — 1996
M Ed, Student Personnel Services/Higher Education Administration
The College of Saint Rose 1989 — 1994
B.A., Psychology with Business Concentration
ADP November 2014 - Present
ADP June 2012 - October 2014
ADP September 2011 - June 2012
ADP November 2009 - September 2011
Fidelity Investments August 2004 - October 2009
Fidelity Investments 1998 - 2004
Northeastern University 1996 - 1997
University of South Carolina 1994 - 1996
Skills
Outsourcing, Process Improvement, Change Management, Performance Management, BPO, Talent Management, Employee Benefits, People Management, Leadership, Customer Service, Analytic Thinking, Communication Skills, Public Speaking, Teaching, Coaching, Mentoring, Business Service..., Operations Management, Service Center..., Management, Call Centers, Employee Engagement, Employee Relations, Training, Recruiting, Payroll, Financial Services, Personnel Management, Strategic Planning, Program Management, Benefits Administration, Leadership Development, Human Resources, HRIS, Vendor Management, Organizational..., Strategy
Education
University of South Carolina-Columbia 1994 — 1996
M Ed, Student Personnel Services/Higher Education Administration
The College of Saint Rose 1989 — 1994
B.A., Psychology with Business Concentration
Megan Shaffer Taylor's Fidelity Investments Experience 1996 - 2007
Job Director, Business Partnering at Adobe Systems
Industry Computer Software
Experience
Adobe Systems December 2010 - Present
Adobe Systems September 2007 - January 2011
Fidelity Investments 1996 - 2007
Education
The College of Wooster 1989 — 1993
Adobe Systems December 2010 - Present
Adobe Systems September 2007 - January 2011
Fidelity Investments 1996 - 2007
Education
The College of Wooster 1989 — 1993
Lynn Milewski's Fidelity Investments Experience January 2014 - Present
Job Labor Market Analyst at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments 2012 - 2013
Consulting - Metrics 2010 - 2012
The Nielsen Company January 2009 - September 2009
VERIZON IT January 2006 - January 2008
Verizon IT January 1999 - January 2006
GTE Data Services September 1982 - December 1999
Skills
Labor Market, Analytics, Process Improvement, Continuous Improvement, Cross-functional Team..., Strategic Planning, Tableau, IT Strategy, Management Consulting, Management, PMO, Software Documentation, Team Leadership, Business Analysis, Vendor Management, Analysis, Program Management, Requirements Analysis, Integration, Metrics, Data Analysis, Performance Management, Business Intelligence, Telecommunications, Visio, Training, Enterprise Software, Process Engineering, Process Development, Excel, Balanced Scorecard
Education
The George Washington University 1998 — 1998
Information Technology Project Management
Washington University in St. Louis 1977 — 1980
BS, Spanish, Education, French
Parkway West Senior High 1974 — 1977
Foreign Languages, Literatures, and Linguistics
Fidelity Investments January 2014 - Present
Fidelity Investments 2012 - 2013
Consulting - Metrics 2010 - 2012
The Nielsen Company January 2009 - September 2009
VERIZON IT January 2006 - January 2008
Verizon IT January 1999 - January 2006
GTE Data Services September 1982 - December 1999
Skills
Labor Market, Analytics, Process Improvement, Continuous Improvement, Cross-functional Team..., Strategic Planning, Tableau, IT Strategy, Management Consulting, Management, PMO, Software Documentation, Team Leadership, Business Analysis, Vendor Management, Analysis, Program Management, Requirements Analysis, Integration, Metrics, Data Analysis, Performance Management, Business Intelligence, Telecommunications, Visio, Training, Enterprise Software, Process Engineering, Process Development, Excel, Balanced Scorecard
Education
The George Washington University 1998 — 1998
Information Technology Project Management
Washington University in St. Louis 1977 — 1980
BS, Spanish, Education, French
Parkway West Senior High 1974 — 1977
Foreign Languages, Literatures, and Linguistics
Manjit Bakshi's Fidelity Investments Experience 1992 - 1995
Job VP, Associate Partner
Industry Investment Management
Experience
Wellington Management August 2004 - December 2008
TIAA-CREF 2003 - 2004
The RISConsulting Group 2002 - 2003
Putnam Investments 1995 - 2002
Fidelity Investments 1992 - 1995
Salomon Brothers 1986 - 1991
Skills
Derivatives, Fixed Income, Hedge Funds, Investment Banking, Equities, Valuation, Portfolio Management, Asset Managment, Equity Research, Investments
Education
University of Michigan 1985 — 1986
The George Washington University 1980 — 1984
bs, ee
Wellington Management August 2004 - December 2008
TIAA-CREF 2003 - 2004
The RISConsulting Group 2002 - 2003
Putnam Investments 1995 - 2002
Fidelity Investments 1992 - 1995
Salomon Brothers 1986 - 1991
Skills
Derivatives, Fixed Income, Hedge Funds, Investment Banking, Equities, Valuation, Portfolio Management, Asset Managment, Equity Research, Investments
Education
University of Michigan 1985 — 1986
The George Washington University 1980 — 1984
bs, ee
Dave Notarangelo's Fidelity Investments Experience December 2014 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments July 2011 - December 2014
T Rowe Price August 2005 - July 2011
Education
The George Washington University - School of Business 2002 — 2005
MBA, Finance
University of Notre Dame 1994 — 1998
BA, Finance and MIS
Fidelity Investments December 2014 - Present
Fidelity Investments July 2011 - December 2014
T Rowe Price August 2005 - July 2011
Education
The George Washington University - School of Business 2002 — 2005
MBA, Finance
University of Notre Dame 1994 — 1998
BA, Finance and MIS
Robert Fedore's Fidelity Investments Experience March 2004 - Present
Job Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2004 - Present
Skills
Series 7
Education
The College of New Jersey 1999 — 2003
Fidelity Investments March 2004 - Present
Skills
Series 7
Education
The College of New Jersey 1999 — 2003
Gina Danesi Trish's Fidelity Investments Experience 1999 - 2001
Job Independent Design Professional
Industry Design
Experience
Gina Trish October 2007 - Present
Tyson Trish Photography December 2006 - Present
Art Instructor September 2011 - 2014
GJ Cloninger & Co. October 2001 - October 2004
Fidelity Investments 1999 - 2001
Skills
Graphic Design, Advertising, Web Design, Logo Design, Social Media, Photography, Adobe Creative Suite, Drawing, Creative Direction, Social Media Marketing, InDesign, Usability, User Interface Design, Branding & Identity, Space-planning, Microsoft Office, Illustrator, SketchUp, Photoshop, Art, User Experience, Content Management, HTML, Web Development, SEO, Layout, Brochures, Illustration, Marketing, Press Releases, Corporate Identity, Graphics, Video, Dreamweaver, WordPress, CSS, User-centered Design, Fine Art, Creative Writing, Corporate Branding, Painting, Brand Development, Direct Mail, Packaging, Web Content Management, Photo Editing, Art Installation, Murals, Blogging, Information Architecture
Education
The George Washington University 1993 — 1997
BA, Fine Arts / Art History
Kittatinny Regional High School
Gina Trish October 2007 - Present
Tyson Trish Photography December 2006 - Present
Art Instructor September 2011 - 2014
GJ Cloninger & Co. October 2001 - October 2004
Fidelity Investments 1999 - 2001
Skills
Graphic Design, Advertising, Web Design, Logo Design, Social Media, Photography, Adobe Creative Suite, Drawing, Creative Direction, Social Media Marketing, InDesign, Usability, User Interface Design, Branding & Identity, Space-planning, Microsoft Office, Illustrator, SketchUp, Photoshop, Art, User Experience, Content Management, HTML, Web Development, SEO, Layout, Brochures, Illustration, Marketing, Press Releases, Corporate Identity, Graphics, Video, Dreamweaver, WordPress, CSS, User-centered Design, Fine Art, Creative Writing, Corporate Branding, Painting, Brand Development, Direct Mail, Packaging, Web Content Management, Photo Editing, Art Installation, Murals, Blogging, Information Architecture
Education
The George Washington University 1993 — 1997
BA, Fine Arts / Art History
Kittatinny Regional High School
Anne Donati's Fidelity Investments Experience April 2006 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
ACS May 2005 - April 2006
Mellon HR Solutions 2004 - 2006
PriceWaterhouseCoopers September 1997 - May 2005
Education
The George Washington University 1982 — 1987
BA, Business Administration
Fidelity Investments April 2006 - Present
ACS May 2005 - April 2006
Mellon HR Solutions 2004 - 2006
PriceWaterhouseCoopers September 1997 - May 2005
Education
The George Washington University 1982 — 1987
BA, Business Administration
Ross Daniels's Fidelity Investments Experience May 1996 - December 2001
Job System Support Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2007 - Present
Wells Fargo Technology Information Group September 2005 - July 2007
Wells Fargo Financial May 2004 - September 2005
Wells Fargo Home Mortgage 2002 - 2004
Fidelity Investments May 1996 - December 2001
Education
University of Cincinnati College of Business 1995 — 1995
MBA, Finance and Marketing
The George Washington University 1990 — 1994
BA, Political Science and Economics
Valley High School 1986 — 1990
High School
Wells Fargo July 2007 - Present
Wells Fargo Technology Information Group September 2005 - July 2007
Wells Fargo Financial May 2004 - September 2005
Wells Fargo Home Mortgage 2002 - 2004
Fidelity Investments May 1996 - December 2001
Education
University of Cincinnati College of Business 1995 — 1995
MBA, Finance and Marketing
The George Washington University 1990 — 1994
BA, Political Science and Economics
Valley High School 1986 — 1990
High School
Diane Walsh's Fidelity Investments Experience August 2002 - Present
Job Human Resources at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments August 2002 - Present
IBM January 1990 - August 2002
Skills
Talent Management, Employee Relations, Succession Planning, Leadership Development, Employee Engagement, Performance Management, Organizational..., Organizational..., Organizational Design, Coaching, Workforce Planning, Change Management
Education
The George Washington University - School of Business 1989 — 1991
MBA, Human Resources
University of North Carolina at Chapel Hill 1978 — 1982
BSBA, Business
Fidelity Investments August 2002 - Present
IBM January 1990 - August 2002
Skills
Talent Management, Employee Relations, Succession Planning, Leadership Development, Employee Engagement, Performance Management, Organizational..., Organizational..., Organizational Design, Coaching, Workforce Planning, Change Management
Education
The George Washington University - School of Business 1989 — 1991
MBA, Human Resources
University of North Carolina at Chapel Hill 1978 — 1982
BSBA, Business
Manu Samanna-Spagnoli's Fidelity Investments Experience April 2013 - August 2014
Job Investment Cousultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management August 2014 - Present
Fidelity Investments April 2013 - August 2014
Edward Jones Investments November 2011 - July 2012
First Savings Bank Northwest February 2011 - November 2011
First Savings Bank Northwest May 2010 - February 2011
Pacific Science Center September 2008 - May 2010
Skills
Series 7, Series 66, Banking, Finance, Leadership, Training, Public Speaking, Credit, Equities, Microsoft Office, Investments, Time Management, Financial Risk, Life Insurance, Customer Service, Financial Analysis, Microsoft Excel
Education
The College of Wooster 2004 — 2008
BA, Speech Communication and Rhetoric
Vashon High School 2002 — 2004
Diploma, General Studies
Natixis Global Asset Management August 2014 - Present
Fidelity Investments April 2013 - August 2014
Edward Jones Investments November 2011 - July 2012
First Savings Bank Northwest February 2011 - November 2011
First Savings Bank Northwest May 2010 - February 2011
Pacific Science Center September 2008 - May 2010
Skills
Series 7, Series 66, Banking, Finance, Leadership, Training, Public Speaking, Credit, Equities, Microsoft Office, Investments, Time Management, Financial Risk, Life Insurance, Customer Service, Financial Analysis, Microsoft Excel
Education
The College of Wooster 2004 — 2008
BA, Speech Communication and Rhetoric
Vashon High School 2002 — 2004
Diploma, General Studies
Heather Lewis Berke's Fidelity Investments Experience November 1995 - Present
Job Vice President, Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1995 - Present
World Trade Center Boston & Seaport Hotel 1995 - 1998
UNICCO Service Company June 1993 - 1995
Skills
Human Resources, Organizational..., Management, Organizational Design, Employee Benefits, Executive Coaching, Change Management, Leadership Development, Succession Planning, Organizational..., Team Facilitation, Management Development, Diversity & Inclusion, Leadership, Workforce Planning
Education
The George Washington University 1989 — 1993
BA, Spanish Language & Literature
Brookline High School
Fidelity Investments November 1995 - Present
World Trade Center Boston & Seaport Hotel 1995 - 1998
UNICCO Service Company June 1993 - 1995
Skills
Human Resources, Organizational..., Management, Organizational Design, Employee Benefits, Executive Coaching, Change Management, Leadership Development, Succession Planning, Organizational..., Team Facilitation, Management Development, Diversity & Inclusion, Leadership, Workforce Planning
Education
The George Washington University 1989 — 1993
BA, Spanish Language & Literature
Brookline High School
Paul Gamble's Fidelity Investments Experience 1991 - 1998
Job Executive Vice President, Distribution & Institutional Services at Financial Engines
Industry Financial Services
Experience
Financial Engines March 2015 - Present
F-Squared Investments May 2013 - March 2015
Financial Engines 2000 - April 2013
Scudder Investments 1998 - 2000
Fidelity Investments 1991 - 1998
Skills
Investments, 401k, Defined Benefit, Retirement, Sales, Employee Benefits
Education
The College of Wooster
Financial Engines March 2015 - Present
F-Squared Investments May 2013 - March 2015
Financial Engines 2000 - April 2013
Scudder Investments 1998 - 2000
Fidelity Investments 1991 - 1998
Skills
Investments, 401k, Defined Benefit, Retirement, Sales, Employee Benefits
Education
The College of Wooster
Peter McGarty's Fidelity Investments Experience December 2008 - June 2015
Job Actively seeking new opportunities
Industry Financial Services
Experience
Actively seeking new opportunities June 2015 - Present
Fidelity Investments December 2008 - June 2015
Veriitude, LLC December 2008 - March 2012
Fidelity Investments December 2008 - March 2012
Legacy SC August 2010 - December 2010
QuickStrike FC 2007 - 2010
QuickStrike FC 2007 - 2010
Monroe Woodbury Soccer Club January 1995 - December 2009
HSBC Securities (USA) Inc January 1995 - January 2008
HSBC 2007 - 2008
Skills
Equities, Risk Management, Requirements Analysis, Project Management, Trading, Analysis, Cross-functional Team..., Management, Software Documentation, Team Management, Strategy, Finance, Disaster Recovery, Outsourcing, Customer Service, Leadership, Project Planning, Fixed Income, Budgets, Financial Services, MS Project, Microsoft Project
Education
Monroe Woodbury High School 1970 — 1980
Regents
The George Washington University - School of Business
Actively seeking new opportunities June 2015 - Present
Fidelity Investments December 2008 - June 2015
Veriitude, LLC December 2008 - March 2012
Fidelity Investments December 2008 - March 2012
Legacy SC August 2010 - December 2010
QuickStrike FC 2007 - 2010
QuickStrike FC 2007 - 2010
Monroe Woodbury Soccer Club January 1995 - December 2009
HSBC Securities (USA) Inc January 1995 - January 2008
HSBC 2007 - 2008
Skills
Equities, Risk Management, Requirements Analysis, Project Management, Trading, Analysis, Cross-functional Team..., Management, Software Documentation, Team Management, Strategy, Finance, Disaster Recovery, Outsourcing, Customer Service, Leadership, Project Planning, Fixed Income, Budgets, Financial Services, MS Project, Microsoft Project
Education
Monroe Woodbury High School 1970 — 1980
Regents
The George Washington University - School of Business
Kirk Neureiter's Fidelity Investments Experience February 2014 - Present
Job Portfolio Manager Japan Equities at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments June 2008 - January 2014
Fidelity Investments 1994 - May 2008
Sony October 1991 - September 1994
Education
The College of Wooster 1986 — 1990
Bachelor's degree, History
Fidelity Investments February 2014 - Present
Fidelity Investments June 2008 - January 2014
Fidelity Investments 1994 - May 2008
Sony October 1991 - September 1994
Education
The College of Wooster 1986 — 1990
Bachelor's degree, History
Lakshmi Menon's Fidelity Investments Experience 2000 - 2003
Job Principal Financial Analyst at EMC
Industry Computer Hardware
Experience
EMC September 2013 - Present
EMC Computer Systems October 2010 - Present
EMC November 2009 - October 2010
Bose Corporation 2006 - 2009
Bose Corporation 2003 - 2006
Fidelity Investments 2000 - 2003
Compaq 1996 - 2000
Digital Equipment Corporation January 1980 - 1996
Skills
Forecasting, Hyperion, Budgeting, Financial Analysis, Essbase, SAP, Reporting & Analysis, Excel, Financial Reporting, Financial Planning, Business Planning, Hyperion Enterprise, Microsoft Excel, Strategy, Management, Analysis, Program Management
Education
The George Washington University - School of Business 1978 — 1979
MBA, International Business & Minor:Finance
The George Washington University - School of Business
BBA, Marketing
EMC September 2013 - Present
EMC Computer Systems October 2010 - Present
EMC November 2009 - October 2010
Bose Corporation 2006 - 2009
Bose Corporation 2003 - 2006
Fidelity Investments 2000 - 2003
Compaq 1996 - 2000
Digital Equipment Corporation January 1980 - 1996
Skills
Forecasting, Hyperion, Budgeting, Financial Analysis, Essbase, SAP, Reporting & Analysis, Excel, Financial Reporting, Financial Planning, Business Planning, Hyperion Enterprise, Microsoft Excel, Strategy, Management, Analysis, Program Management
Education
The George Washington University - School of Business 1978 — 1979
MBA, International Business & Minor:Finance
The George Washington University - School of Business
BBA, Marketing
Blueth Morgan D.B.A.(ABD), M.B.A., B.A.'s Fidelity Investments Experience February 2000 - September 2005
Job IT Project Manager at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless February 2013 - Present
Verizon Wireless November 2012 - Present
Verizon Wireless August 2011 - November 2012
My Local Buzz TV March 2011 - June 2011
Aston Marketing Group January 2008 - December 2010
MetLife September 2005 - December 2007
Fidelity Investments February 2000 - September 2005
BankBoston May 1997 - January 2000
Skills
Business Process, SEO, Coaching, Projects, Social Media, Change Management, Business Process..., SDLC, Requirements Analysis, Agile Methodologies, Project Management, Leadership, Business Analysis, Process Improvement, Management, Business Process..., Strategy, CRM, Program Management, Cross-functional Team..., Vendor Management, Testing, Risk Management, E-commerce, Integration, Project Planning
Education
The George Washington University - School of Business 2011 — 2012
Associate's Certificate, Project Management
The George Washington University - School of Business 2011 — 2012
Master Certificate, Business Analysis
University of Phoenix 2004 — 2010
Doctorate of Management (ABD), Organizational Leadership
University of Massachusetts Boston 2001 — 2003
MBA, Management Science & Information Systems
University of Massachusetts Boston 1996 — 2001
BA, Psychology & Information Technology
Immaculate Conception High 1985 — 1989
Diploma, Business Administration
Verizon Wireless February 2013 - Present
Verizon Wireless November 2012 - Present
Verizon Wireless August 2011 - November 2012
My Local Buzz TV March 2011 - June 2011
Aston Marketing Group January 2008 - December 2010
MetLife September 2005 - December 2007
Fidelity Investments February 2000 - September 2005
BankBoston May 1997 - January 2000
Skills
Business Process, SEO, Coaching, Projects, Social Media, Change Management, Business Process..., SDLC, Requirements Analysis, Agile Methodologies, Project Management, Leadership, Business Analysis, Process Improvement, Management, Business Process..., Strategy, CRM, Program Management, Cross-functional Team..., Vendor Management, Testing, Risk Management, E-commerce, Integration, Project Planning
Education
The George Washington University - School of Business 2011 — 2012
Associate's Certificate, Project Management
The George Washington University - School of Business 2011 — 2012
Master Certificate, Business Analysis
University of Phoenix 2004 — 2010
Doctorate of Management (ABD), Organizational Leadership
University of Massachusetts Boston 2001 — 2003
MBA, Management Science & Information Systems
University of Massachusetts Boston 1996 — 2001
BA, Psychology & Information Technology
Immaculate Conception High 1985 — 1989
Diploma, Business Administration
David Matzko's Fidelity Investments Experience April 2006 - December 2008
Job Masters Educated, Experienced Financial Advisor/Analyst
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Transamerica Retirement Solutions April 2011 - January 2012
Merrill Lynch October 2009 - February 2011
Fidelity Investments April 2006 - December 2008
Fidelity Investments July 2000 - December 2008
Fidelity Investments January 1998 - July 2000
Fidelity Investments September 1996 - January 1998
Seaman Corporation June 1995 - October 1995
Skills
Investments, Portfolio Management, CRM, Management, Trading, Finance, Market Research, Asset Management, Microsoft Excel, Series 7, Wealth Management, Sales, Investment Strategies, Leadership, Securities, Financial Advisory, Series 63
Education
University of Cincinnati College of Business 2006 — 2008
M.S., Finance
Xavier University - Williams College of Business 1999 — 2003
M.B.A., Business Administration
The College of Wooster 1992 — 1996
B.A., Economics/Political Science
Morgan Stanley Wealth Management January 2012 - Present
Transamerica Retirement Solutions April 2011 - January 2012
Merrill Lynch October 2009 - February 2011
Fidelity Investments April 2006 - December 2008
Fidelity Investments July 2000 - December 2008
Fidelity Investments January 1998 - July 2000
Fidelity Investments September 1996 - January 1998
Seaman Corporation June 1995 - October 1995
Skills
Investments, Portfolio Management, CRM, Management, Trading, Finance, Market Research, Asset Management, Microsoft Excel, Series 7, Wealth Management, Sales, Investment Strategies, Leadership, Securities, Financial Advisory, Series 63
Education
University of Cincinnati College of Business 2006 — 2008
M.S., Finance
Xavier University - Williams College of Business 1999 — 2003
M.B.A., Business Administration
The College of Wooster 1992 — 1996
B.A., Economics/Political Science
Connor Gordon's Fidelity Investments Experience 2015 - Present
Job
Industry Investment Management
Experience
Fidelity Investments 2015 - Present
Fidelity Investments 2012 - Present
Fidelity Investments 2009 - 2012
Skills
Equity Research
Education
Wilfrid Laurier University 2005 — 2009
BA, Economics and Finance
The Hong Kong University of Science and Technology
Academic Exchange
Fidelity Investments 2015 - Present
Fidelity Investments 2012 - Present
Fidelity Investments 2009 - 2012
Skills
Equity Research
Education
Wilfrid Laurier University 2005 — 2009
BA, Economics and Finance
The Hong Kong University of Science and Technology
Academic Exchange
Rebecca Wilsker's Fidelity Investments Experience April 2011 - September 2011
Job Associate at Choate, Hall & Stewart
Industry Law Practice
Experience
Choate, Hall & Stewart October 2011 - Present
Fidelity Investments April 2011 - September 2011
Demos August 2010 - December 2010
Choate, Hall & Stewart May 2009 - July 2009
Lawyers' Committee for Civil Rights September 2008 - May 2009
Skills
Legal Research, Corporate Law, Securities, Private Equity, Asset Based Lending, Due Diligence
Education
The George Washington University Law School 2007 — 2010
JD
University of Pennsylvania 2004 — 2007
B.A., Political Science
Milton Academy 2000 — 2003
The Park School
Choate, Hall & Stewart October 2011 - Present
Fidelity Investments April 2011 - September 2011
Demos August 2010 - December 2010
Choate, Hall & Stewart May 2009 - July 2009
Lawyers' Committee for Civil Rights September 2008 - May 2009
Skills
Legal Research, Corporate Law, Securities, Private Equity, Asset Based Lending, Due Diligence
Education
The George Washington University Law School 2007 — 2010
JD
University of Pennsylvania 2004 — 2007
B.A., Political Science
Milton Academy 2000 — 2003
The Park School
Kirk Neureiter's Fidelity Investments Experience June 2008 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Fidelity International 2003 - 2008
Fidelity International 2000 - 2003
Education
The College of Wooster 1986 — 1990
B.A., History
Fidelity Investments June 2008 - Present
Fidelity International 2003 - 2008
Fidelity International 2000 - 2003
Education
The College of Wooster 1986 — 1990
B.A., History
Samuel Mahler's Fidelity Investments Experience June 2013 - May 2015
Job Legislative Assistant at United States Senate
Industry Government Relations
Experience
United States Senate June 2015 - Present
Fidelity Investments June 2013 - May 2015
U.S. House of Representatives/Rep. Tom Graves (GA-14) 2013 - 2013
U.S. House of Representatives, Committee on Financial Services January 2011 - December 2012
Skills
Legislative Research, Policy Analysis, Public Policy, Financial Services, Legislative Relations, Appropriations, Governmental Affairs, Legislative Affairs
Education
The George Washington University
Bachelor of Arts (B.A.), Political Science
United States Senate June 2015 - Present
Fidelity Investments June 2013 - May 2015
U.S. House of Representatives/Rep. Tom Graves (GA-14) 2013 - 2013
U.S. House of Representatives, Committee on Financial Services January 2011 - December 2012
Skills
Legislative Research, Policy Analysis, Public Policy, Financial Services, Legislative Relations, Appropriations, Governmental Affairs, Legislative Affairs
Education
The George Washington University
Bachelor of Arts (B.A.), Political Science
Jim Shally's Fidelity Investments Experience March 2001 - May 2010
Job Senior Principal Program Management at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting February 2012 - Present
Fidelity Investments March 2001 - May 2010
Prudential Financial 1995 - 2001
Bankers Trust 1990 - 1995
Merrill Lynch 1988 - 1990
Education
Fairleigh Dickinson University-Florham Campus
Economics
The Johns Hopkins University
Biology, Economics
Collaborative Consulting February 2012 - Present
Fidelity Investments March 2001 - May 2010
Prudential Financial 1995 - 2001
Bankers Trust 1990 - 1995
Merrill Lynch 1988 - 1990
Education
Fairleigh Dickinson University-Florham Campus
Economics
The Johns Hopkins University
Biology, Economics
J. Austin Russell's Fidelity Investments Experience September 2005 - May 2006
Job Realtor
Industry Real Estate
Experience
Strategic Growth Real Estate September 2012 - January 2013
Brinkman Portillo Ronk, P.C. September 2011 - September 2012
Consumer Health Services May 2010 - September 2010
Wells Fargo Financial September 2008 - May 2009
The Church of Jesus Christ of Latter-day Saints 2006 - September 2008
Fidelity Investments September 2005 - May 2006
Russell & Smith September 2001 - January 2004
Skills
Legal Research, Legal Writing, Regulatory Compliance, Business Planning, Contract Preparation, Estate Planning, Tax Planning, Financial Analysis, Interviewing, Marketing, Office Management
Education
The George Washington University Law School 2009 — 2012
Doctor of Law (J.D.)
George Wythe University 2001 — 2005
Bachelor of Arts (B.A.), Liberal Arts
Strategic Growth Real Estate September 2012 - January 2013
Brinkman Portillo Ronk, P.C. September 2011 - September 2012
Consumer Health Services May 2010 - September 2010
Wells Fargo Financial September 2008 - May 2009
The Church of Jesus Christ of Latter-day Saints 2006 - September 2008
Fidelity Investments September 2005 - May 2006
Russell & Smith September 2001 - January 2004
Skills
Legal Research, Legal Writing, Regulatory Compliance, Business Planning, Contract Preparation, Estate Planning, Tax Planning, Financial Analysis, Interviewing, Marketing, Office Management
Education
The George Washington University Law School 2009 — 2012
Doctor of Law (J.D.)
George Wythe University 2001 — 2005
Bachelor of Arts (B.A.), Liberal Arts
Caroline St. Angelo's Fidelity Investments Experience January 2015 - Present
Job Internal and External Communications Professional
Industry Public Relations and Communications
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - January 2015
HSM June 2012 - July 2012
TCNJ Chapter of American Marketing Association May 2011 - May 2012
TerraCycle January 2012 - April 2012
Belfer Communications May 2011 - August 2011
The College Union Board at The College of New Jersey May 2010 - May 2011
TCNJ Chapter of American Marketing Association May 2010 - May 2011
Skills
Event Planning, Public Relations, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Facebook, Microsoft Word, Cision, Event Management, Wordpress
Education
The College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Business Administration/Marketing
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - January 2015
HSM June 2012 - July 2012
TCNJ Chapter of American Marketing Association May 2011 - May 2012
TerraCycle January 2012 - April 2012
Belfer Communications May 2011 - August 2011
The College Union Board at The College of New Jersey May 2010 - May 2011
TCNJ Chapter of American Marketing Association May 2010 - May 2011
Skills
Event Planning, Public Relations, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Facebook, Microsoft Word, Cision, Event Management, Wordpress
Education
The College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Business Administration/Marketing
Matt Reardon's Fidelity Investments Experience June 2006 - August 2006
Job Software Engineer at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation June 2007 - Present
Fidelity Investments June 2006 - August 2006
BAE Systems June 2005 - August 2005
Skills
Software Engineering, Systems Engineering, Java, C++, Software Development, Object Oriented Design, Eclipse, C, Perl, Unix, Linux, C#, System Architecture, XML, Python, Software Design, Embedded Software, Subversion
Education
The Johns Hopkins University 2009 — 2012
MS, Computer Science
Virginia Tech 2003 — 2007
BS, Computer Science
Northrop Grumman Corporation June 2007 - Present
Fidelity Investments June 2006 - August 2006
BAE Systems June 2005 - August 2005
Skills
Software Engineering, Systems Engineering, Java, C++, Software Development, Object Oriented Design, Eclipse, C, Perl, Unix, Linux, C#, System Architecture, XML, Python, Software Design, Embedded Software, Subversion
Education
The Johns Hopkins University 2009 — 2012
MS, Computer Science
Virginia Tech 2003 — 2007
BS, Computer Science
Joshua Spencer's Fidelity Investments Experience August 2000 - June 2004
Job Portfolio Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2004 - Present
Fidelity Investments August 2000 - June 2004
Education
University of Chicago 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
University of Chicago 1994 — 1995
Master of Arts (M.A.), Economics
The Johns Hopkins University 1991 — 1994
Bachelor of Arts (B.A.), Economics
T. Rowe Price July 2004 - Present
Fidelity Investments August 2000 - June 2004
Education
University of Chicago 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
University of Chicago 1994 — 1995
Master of Arts (M.A.), Economics
The Johns Hopkins University 1991 — 1994
Bachelor of Arts (B.A.), Economics
Jack Conners's Fidelity Investments Experience May 1999 - May 2001
Job Chief Operating Officer at Krylon Equities
Industry Real Estate
Experience
Krylon Equities May 2001 - Present
Fidelity Investments May 1999 - May 2001
Education
Gar-Field High School
The George Washington University
Krylon Equities May 2001 - Present
Fidelity Investments May 1999 - May 2001
Education
Gar-Field High School
The George Washington University
John Scollo's Fidelity Investments Experience September 2013 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry
Experience
Fidelity Investments September 2013 - Present
Education
The College of New Jersey
University of Colorado Denver
Master of Business Administration (MBA), Finance, General
Fidelity Investments September 2013 - Present
Education
The College of New Jersey
University of Colorado Denver
Master of Business Administration (MBA), Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank