Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Vincent Yu, CFA Vincent Yu, CFA's Fidelity Investments Experience June 2015 - Present
Job Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
NEI Investments April 2013 - June 2015
NEI Investments 2010 - 2013
NEI Investments 2008 - 2010
NEI Investments 2007 - 2008
Skills
Financial Services, Portfolio Management, Securities, Investments, Asset Managment, Investment Strategies, Wealth Management, Equities, Strategic Financial..., Mutual Funds, Risk Management, Investment Management, Wealth, Financial Advisory, Fixed Income, Asset Allocation, Retirement Planning, Alternative Investments, Asset Management
Education
CFA Institute
CFA Charterholder
CFA Institute
CIPM Designation
The University of British Columbia 2004 — 2007
Bachelor of Commerce (Honours), Finance
The University of British Columbia 2000 — 2004
Bachelor of Science, Animal Biology
Fidelity Investments June 2015 - Present
NEI Investments April 2013 - June 2015
NEI Investments 2010 - 2013
NEI Investments 2008 - 2010
NEI Investments 2007 - 2008
Skills
Financial Services, Portfolio Management, Securities, Investments, Asset Managment, Investment Strategies, Wealth Management, Equities, Strategic Financial..., Mutual Funds, Risk Management, Investment Management, Wealth, Financial Advisory, Fixed Income, Asset Allocation, Retirement Planning, Alternative Investments, Asset Management
Education
CFA Institute
CFA Charterholder
CFA Institute
CIPM Designation
The University of British Columbia 2004 — 2007
Bachelor of Commerce (Honours), Finance
The University of British Columbia 2000 — 2004
Bachelor of Science, Animal Biology
David Bloomberg David Bloomberg's Fidelity Investments Experience 2012 - Present
Job Television Celebrity / Asset Manager; Investor; Director, Asset Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
PIMCO 2009 - 2010
BlackRock 2006 - 2008
State Street 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
Goldman Sachs 1998 - 2001
Prudential Financial 1994 - 1997
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Financial Services, Fixed Income, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Doctor of Philosophy (PhD), Finance & Asset Management
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Asset Management & Alternative Investments
Washington and Lee University
Bachelor's degree, Econometrics and Quantitative Economics
Fidelity Investments 2012 - Present
PIMCO 2009 - 2010
BlackRock 2006 - 2008
State Street 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
Goldman Sachs 1998 - 2001
Prudential Financial 1994 - 1997
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Financial Services, Fixed Income, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Doctor of Philosophy (PhD), Finance & Asset Management
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Asset Management & Alternative Investments
Washington and Lee University
Bachelor's degree, Econometrics and Quantitative Economics
Nita Patel Nita Patel's Fidelity Investments Experience June 1998 - August 1998
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates 2007 - Present
Alliance Capital 1999 - 2006
Fidelity Investments June 1998 - August 1998
Investment Research Company, United Asset Management 1995 - 1997
Shell Oil Company Pension Trust 1993 - 1995
Education
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Houston 1992 — 1995
BBA, summa cum laude, Finance and Accounting
Cambridge Associates 2007 - Present
Alliance Capital 1999 - 2006
Fidelity Investments June 1998 - August 1998
Investment Research Company, United Asset Management 1995 - 1997
Shell Oil Company Pension Trust 1993 - 1995
Education
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Houston 1992 — 1995
BBA, summa cum laude, Finance and Accounting
Susan Fanning, CFA Susan Fanning, CFA's Fidelity Investments Experience August 2002 - July 2005
Job Equity Analyst at Perkins Investment Management, LLC
Industry Investment Management
Experience
Perkins Investment Management- Janus Capital Group September 2013 - Present
Adage Capital Management May 2007 - July 2013
Wellington Management June 2006 - August 2006
Fidelity Investments August 2002 - July 2005
Skills
Equities, Financial Modeling, Portfolio Management, Equity Research, Investment Management, Property & Casualty..., Financial Analysis, Life Insurance, Accounting, Business Valuation, Alternative Investments, Valuation, Insurance, Asset Management, Equity Valuation, Investments, Hedge Funds, Capital Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Analytic Finance, Accounting, and Strategic Management, High Honors
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Psychology, Summa Cum Laude
Perkins Investment Management- Janus Capital Group September 2013 - Present
Adage Capital Management May 2007 - July 2013
Wellington Management June 2006 - August 2006
Fidelity Investments August 2002 - July 2005
Skills
Equities, Financial Modeling, Portfolio Management, Equity Research, Investment Management, Property & Casualty..., Financial Analysis, Life Insurance, Accounting, Business Valuation, Alternative Investments, Valuation, Insurance, Asset Management, Equity Valuation, Investments, Hedge Funds, Capital Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Analytic Finance, Accounting, and Strategic Management, High Honors
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Psychology, Summa Cum Laude
Bruce Goldinger's Fidelity Investments Experience March 2014 - November 2014
Job CX Interaction Designer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo December 2014 - April 2015
Respun Interactive, LLC September 2001 - December 2014
Fidelity Investments March 2014 - November 2014
Wells Fargo May 2012 - February 2014
Wells Fargo December 2005 - May 2012
Scientific Research Corporation October 2004 - December 2005
Titan Technology Partners September 2000 - September 2001
Bank of America 1998 - 2000
PINKERTON Corporate Risk Management Services 1997 - 1998
Skills
User Experience, Interaction Design, Wireframes, Axure, User Interface, Information Architecture, User-centered Design, Branding & Identity, Visual Design, Usability, iRise, CSS, Logo Design, Usability Testing, OmniGraffle, Web Design, Adobe Creative Suite, HTML 5, Graphic Design, Art Direction, Web Development, Graphics, Front-end, HTML, HTML + CSS, Computer Graphics, Vector Illustration, Mac, Web Content Management, Consulting, Illustration, Dreamweaver, Photoshop, Illustrator, Corporate Identity, Multimedia, ActionScript, Agile Methodologies, Flash, Experience Design, Usability Engineering, WordPress, Corporate Branding, HTML5, User Interface Design, User Experience Design, CMS, Leadership
Education
The University of Akron 1982 — 1986
BFA, Graphic Design
Kodak's Center for Creative Imaging (CCI) 2003 — 2005
Creative Imaging Certification, Photoshop, Digital Photography
Wells Fargo April 2015 - Present
Wells Fargo December 2014 - April 2015
Respun Interactive, LLC September 2001 - December 2014
Fidelity Investments March 2014 - November 2014
Wells Fargo May 2012 - February 2014
Wells Fargo December 2005 - May 2012
Scientific Research Corporation October 2004 - December 2005
Titan Technology Partners September 2000 - September 2001
Bank of America 1998 - 2000
PINKERTON Corporate Risk Management Services 1997 - 1998
Skills
User Experience, Interaction Design, Wireframes, Axure, User Interface, Information Architecture, User-centered Design, Branding & Identity, Visual Design, Usability, iRise, CSS, Logo Design, Usability Testing, OmniGraffle, Web Design, Adobe Creative Suite, HTML 5, Graphic Design, Art Direction, Web Development, Graphics, Front-end, HTML, HTML + CSS, Computer Graphics, Vector Illustration, Mac, Web Content Management, Consulting, Illustration, Dreamweaver, Photoshop, Illustrator, Corporate Identity, Multimedia, ActionScript, Agile Methodologies, Flash, Experience Design, Usability Engineering, WordPress, Corporate Branding, HTML5, User Interface Design, User Experience Design, CMS, Leadership
Education
The University of Akron 1982 — 1986
BFA, Graphic Design
Kodak's Center for Creative Imaging (CCI) 2003 — 2005
Creative Imaging Certification, Photoshop, Digital Photography
Robert E. Long, Jr. Robert E. Long, Jr.'s Fidelity Investments Experience October 2012 - Present
Job Vice President, Private Wealth Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments October 2012 - Present
J.P. Morgan Private Bank August 2011 - October 2012
Calamos Investments January 2005 - January 2011
Atlantic Trust (Stein Roe & Farnham) June 2000 - January 2005
William Blair and Company January 1997 - June 1998
Prudential Asset Management Company August 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
The University of Chicago Booth School of Business
Executive Education Program
Fidelity Investments October 2012 - Present
J.P. Morgan Private Bank August 2011 - October 2012
Calamos Investments January 2005 - January 2011
Atlantic Trust (Stein Roe & Farnham) June 2000 - January 2005
William Blair and Company January 1997 - June 1998
Prudential Asset Management Company August 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
The University of Chicago Booth School of Business
Executive Education Program
Mark Consigny Mark Consigny's Fidelity Investments Experience March 1996 - January 2001
Job Vice President, Senior Investment Portfolio Manager
Industry Financial Services
Experience
U.S. Bank February 2001 - Present
Fidelity Investments March 1996 - January 2001
Fidelity Investments July 1992 - February 1996
Skills
Investment Portfolio..., Asset Management
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Madison 1982 — 1986
Bachelor of Science (B.S.), Economics
U.S. Bank February 2001 - Present
Fidelity Investments March 1996 - January 2001
Fidelity Investments July 1992 - February 1996
Skills
Investment Portfolio..., Asset Management
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Madison 1982 — 1986
Bachelor of Science (B.S.), Economics
Brian Prashad Brian Prashad's Fidelity Investments Experience 2005 - 2007
Job Staff Appraiser at CrossTown Appraisal Ltd., Real Estate Broker at Century 21 Percy Fulton Ltd.
Industry Real Estate
Experience
Cross-Town Appraisal Ltd. October 2013 - Present
Century 21 Percy Fulton Ltd. July 2005 - Present
Royal LePage Signature Realty May 2012 - January 2014
CST Consultants Inc. July 2009 - September 2011
Century 21 Percy Fulton Ltd. and Centum National Mortgage Loans 2007 - 2009
Fidelity Investments 2005 - 2007
Direct Energy 2002 - 2005
ING DIRECT Canada 2001 - 2002
ING DIRECT Canada 1999 - 2001
ING DIRECT Canada 1997 - 1999
Education
University of Toronto 1997 — 2001
Bachelor of Arts (BA)
The University of British Columbia
Canadian Residential Appraiser (CRA)
Cross-Town Appraisal Ltd. October 2013 - Present
Century 21 Percy Fulton Ltd. July 2005 - Present
Royal LePage Signature Realty May 2012 - January 2014
CST Consultants Inc. July 2009 - September 2011
Century 21 Percy Fulton Ltd. and Centum National Mortgage Loans 2007 - 2009
Fidelity Investments 2005 - 2007
Direct Energy 2002 - 2005
ING DIRECT Canada 2001 - 2002
ING DIRECT Canada 1999 - 2001
ING DIRECT Canada 1997 - 1999
Education
University of Toronto 1997 — 2001
Bachelor of Arts (BA)
The University of British Columbia
Canadian Residential Appraiser (CRA)
Darby Bruno's Fidelity Investments Experience October 1996 - December 1999
Job CEO, BEI Net.works
Industry Information Technology and Services
Experience
BEI Net.works March 2005 - Present
Taleo July 2002 - March 2005
Syndeo Corporation January 2002 - April 2002
Icarian, Inc. December 1999 - September 2001
Fidelity Investments October 1996 - December 1999
Miller Brewing Company 1991 - 1992
WLVI-TV Sunbeam Television 1985 - 1986
Skills
Business strategy and..., Professional Services, Cross-functional Team..., Strategic Partnerships, Strategy, Business Development, Solution Selling, Salesforce.com, Sales Process, SaaS, Start-ups, Enterprise Software, Complex Sales, Management, Leadership, Consulting, Strategic Planning, Marketing, CRM
Education
University of Miami School of Law 1992 — 1995
JD
University of Miami 1987 — 1989
BBA, Politics and Public Affairs
University of Massachusetts Boston 1984 — 1986
Liberal Arts
The Tuck School of Business at Dartmouth
The Tuck School of Business at Dartmouth
BEI Net.works March 2005 - Present
Taleo July 2002 - March 2005
Syndeo Corporation January 2002 - April 2002
Icarian, Inc. December 1999 - September 2001
Fidelity Investments October 1996 - December 1999
Miller Brewing Company 1991 - 1992
WLVI-TV Sunbeam Television 1985 - 1986
Skills
Business strategy and..., Professional Services, Cross-functional Team..., Strategic Partnerships, Strategy, Business Development, Solution Selling, Salesforce.com, Sales Process, SaaS, Start-ups, Enterprise Software, Complex Sales, Management, Leadership, Consulting, Strategic Planning, Marketing, CRM
Education
University of Miami School of Law 1992 — 1995
JD
University of Miami 1987 — 1989
BBA, Politics and Public Affairs
University of Massachusetts Boston 1984 — 1986
Liberal Arts
The Tuck School of Business at Dartmouth
The Tuck School of Business at Dartmouth
Charles N. Goings, CFP® Charles N. Goings, CFP®'s Fidelity Investments Experience May 2011 - September 2013
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Fidelity Investments May 2011 - September 2013
Scarlet and Grey Financial March 2009 - March 2011
Summit Financial Strategies, Inc. July 2010 - September 2010
New York Life Insurance Company April 2010 - June 2010
World Financial Group (WFG) June 2009 - September 2009
Skills
Series 7, Series 63, Retirement Planning, Investments, Retirement, Estate Planning, Portfolio Management, Investment Strategies, Financial Planners, Wealth Management, Certified Financial...
Education
The Ohio State University 2006 — 2011
Human Ecology, Financial Planning - Passed CFP Exam
Crestview Local School 1993 — 2006
High School Diploma
Vanguard November 2013 - Present
Fidelity Investments May 2011 - September 2013
Scarlet and Grey Financial March 2009 - March 2011
Summit Financial Strategies, Inc. July 2010 - September 2010
New York Life Insurance Company April 2010 - June 2010
World Financial Group (WFG) June 2009 - September 2009
Skills
Series 7, Series 63, Retirement Planning, Investments, Retirement, Estate Planning, Portfolio Management, Investment Strategies, Financial Planners, Wealth Management, Certified Financial...
Education
The Ohio State University 2006 — 2011
Human Ecology, Financial Planning - Passed CFP Exam
Crestview Local School 1993 — 2006
High School Diploma
William Bruns William Bruns's Fidelity Investments Experience March 2014 - Present
Job Defined Contribution Financial Associate I at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Sunny Delight Beverages Co. June 2013 - August 2013
Life Time Fitness 2008 - 2012
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
Bachelor of Science in Business Administration, Economics
Fidelity Investments March 2014 - Present
Sunny Delight Beverages Co. June 2013 - August 2013
Life Time Fitness 2008 - 2012
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
Bachelor of Science in Business Administration, Economics
Sarah Jacob Sarah Jacob's Fidelity Investments Experience May 2001 - October 2004
Job CFOatlarge
Industry Financial Services
Experience
EssJay Consulting October 2010 - Present
TA Associates Realty, LLP November 2004 - January 2009
Fidelity Investments May 2001 - October 2004
Skills
Management, Leadership, Start-ups, Strategy, Business Development, Budgets, Portfolio Management, Financial Modeling, Finance, Building Connections, Entrepreneurship, Social Media Marketing, Investments, Public Speaking, Social Networking, Valuation, Mergers & Acquisitions, Strategic Planning, Financial Analysis
Education
The University of Connecticut School of Business 1997 — 2001
BS, Finance, 3.9
EssJay Consulting October 2010 - Present
TA Associates Realty, LLP November 2004 - January 2009
Fidelity Investments May 2001 - October 2004
Skills
Management, Leadership, Start-ups, Strategy, Business Development, Budgets, Portfolio Management, Financial Modeling, Finance, Building Connections, Entrepreneurship, Social Media Marketing, Investments, Public Speaking, Social Networking, Valuation, Mergers & Acquisitions, Strategic Planning, Financial Analysis
Education
The University of Connecticut School of Business 1997 — 2001
BS, Finance, 3.9
Michael Perera Michael Perera's Fidelity Investments Experience 1998 - 2008
Job Product, Marketing and Corporate Development Strategic Initiatives Executive
Industry Financial Services
Experience
Centric Consulting 2012 - Present
Voyant Advisors 2012 - Present
State Street 2008 - 2012
Fidelity Investments 1998 - 2008
CSC Index 1994 - 1998
Skills
Management, Financial Services, Product Management, Management Consulting, Strategy, Marketing Strategy, Mergers & Acquisitions, CRM, Strategic Planning, Relationship Management, Executive Management, Program Management, Plannning, Business Planning, Investments, Business Strategy, Wealth Management, Asset Management, Financial Advisory, IT Strategy, Venture Capital, Retirement, Portfolio Management, Mutual Funds, Competitive Analysis, Product Development, Business Process..., Segment Management, Wealth Management..., Strategic Initiatives, Customer Insight, Corporate Development, New Product Design,..., Business Model..., Strategic New Business..., Team Leadership, Consulting, Leadership
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Business Administration
University of Pennsylvania
BA, Economics
Centric Consulting 2012 - Present
Voyant Advisors 2012 - Present
State Street 2008 - 2012
Fidelity Investments 1998 - 2008
CSC Index 1994 - 1998
Skills
Management, Financial Services, Product Management, Management Consulting, Strategy, Marketing Strategy, Mergers & Acquisitions, CRM, Strategic Planning, Relationship Management, Executive Management, Program Management, Plannning, Business Planning, Investments, Business Strategy, Wealth Management, Asset Management, Financial Advisory, IT Strategy, Venture Capital, Retirement, Portfolio Management, Mutual Funds, Competitive Analysis, Product Development, Business Process..., Segment Management, Wealth Management..., Strategic Initiatives, Customer Insight, Corporate Development, New Product Design,..., Business Model..., Strategic New Business..., Team Leadership, Consulting, Leadership
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Business Administration
University of Pennsylvania
BA, Economics
Andrew Dudley, CFA Andrew Dudley, CFA's Fidelity Investments Experience 1996 - 2008
Job Managing Director at Context Asset Management
Industry Investment Management
Experience
Putnam Investments August 2010 - February 2013
Fidelity Investments 1996 - 2008
Putnam Investments 1991 - 1996
Skills
Asset Allocation, Fixed Income, Investments, Bonds, Investment Management, Hedge Funds, Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Risk Management, Institutional..., Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Yale University 1983 — 1987
B.A.
CFA, Series 7, Series 24, Series 3
Putnam Investments August 2010 - February 2013
Fidelity Investments 1996 - 2008
Putnam Investments 1991 - 1996
Skills
Asset Allocation, Fixed Income, Investments, Bonds, Investment Management, Hedge Funds, Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Risk Management, Institutional..., Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Yale University 1983 — 1987
B.A.
CFA, Series 7, Series 24, Series 3
Chris Tassone's Fidelity Investments Experience July 2012 - August 2013
Job Law Student at The Ohio State University
Industry Legal Services
Experience
The Ohio State University May 2014 - Present
Capital Partnerships LLC April 2014 - Present
EY June 2015 - August 2015
Fidelity Investments July 2012 - August 2013
Milestone Internet Marketing April 2012 - August 2012
Spanish Vines January 2012 - May 2012
University of South Carolina August 2011 - December 2011
Skills
Blogging, Press Releases, Copywriting, Microsoft Office, Spanish, Social Media Marketing, Research, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Outlook, Editing, Legal Research, Legal Writing, Financial Services, Income Tax, Marketing Communications
Education
The Ohio State University Moritz College of Law 2013 — 2016
Doctor of Law (J.D.)
University of South Carolina-Columbia 2008 — 2012
Bachelor of Arts (BA), History, English, Spanish
University of Warwick 2010 — 2011
History
The Ohio State University May 2014 - Present
Capital Partnerships LLC April 2014 - Present
EY June 2015 - August 2015
Fidelity Investments July 2012 - August 2013
Milestone Internet Marketing April 2012 - August 2012
Spanish Vines January 2012 - May 2012
University of South Carolina August 2011 - December 2011
Skills
Blogging, Press Releases, Copywriting, Microsoft Office, Spanish, Social Media Marketing, Research, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Outlook, Editing, Legal Research, Legal Writing, Financial Services, Income Tax, Marketing Communications
Education
The Ohio State University Moritz College of Law 2013 — 2016
Doctor of Law (J.D.)
University of South Carolina-Columbia 2008 — 2012
Bachelor of Arts (BA), History, English, Spanish
University of Warwick 2010 — 2011
History
Emily Holzman's Fidelity Investments Experience September 2014 - December 2014
Job Instructor/Case Manager at Project Place
Industry Individual & Family Services
Experience
Study.com August 2015 - Present
YNPN Boston May 2015 - Present
Sitters Without Borders January 2015 - Present
Project Place December 2014 - Present
Fidelity Investments September 2014 - December 2014
Peace Corps April 2014 - September 2014
Fidelity Investments January 2014 - April 2014
KQED’s Forum June 2012 - August 2012
The University of British Columbia January 2011 - April 2011
Skills
Customer Service, ESL, Microsoft Office, DALET Software, Proficient French, Online Research, Communication, Teaching Adults, Language Teaching, Microsoft Excel, Microsoft Word, News Writing, Inter-personal, registered Emergency..., Blogging, Political Science, Tutoring, Teaching English as a..., Event Planning, French, International Relations
Education
The University of British Columbia 2008 — 2012
Bachelor of Arts (B.A.), International Relations, Minor in History
Concord-Carlisle High School 2004 — 2008
High School Diploma, AP Curriculum
Study.com August 2015 - Present
YNPN Boston May 2015 - Present
Sitters Without Borders January 2015 - Present
Project Place December 2014 - Present
Fidelity Investments September 2014 - December 2014
Peace Corps April 2014 - September 2014
Fidelity Investments January 2014 - April 2014
KQED’s Forum June 2012 - August 2012
The University of British Columbia January 2011 - April 2011
Skills
Customer Service, ESL, Microsoft Office, DALET Software, Proficient French, Online Research, Communication, Teaching Adults, Language Teaching, Microsoft Excel, Microsoft Word, News Writing, Inter-personal, registered Emergency..., Blogging, Political Science, Tutoring, Teaching English as a..., Event Planning, French, International Relations
Education
The University of British Columbia 2008 — 2012
Bachelor of Arts (B.A.), International Relations, Minor in History
Concord-Carlisle High School 2004 — 2008
High School Diploma, AP Curriculum
Lorraine Chong, CFA, CAIA Lorraine Chong, CFA, CAIA's Fidelity Investments Experience 1998 - 2007
Job Director of Research at Weston Financial
Industry Investment Management
Experience
Weston Financial 2013 - 2014
Peak Financial Management 2010 - 2012
Fidelity Investments 1998 - 2007
Fidelity Investments 1996 - 1998
Skills
Asset Allocation, Portfolio Optimization, Mutual Funds, ETFs, Equity Research, Alternative Investments, Tactical Asset..., Technical Analysis, Team Management, Project Management, Asset Management, Equities, Hedge Funds, Investment Management, Investment Strategies, Securities, Wealth Management
Education
The University of British Columbia
B.A.
Weston Financial 2013 - 2014
Peak Financial Management 2010 - 2012
Fidelity Investments 1998 - 2007
Fidelity Investments 1996 - 1998
Skills
Asset Allocation, Portfolio Optimization, Mutual Funds, ETFs, Equity Research, Alternative Investments, Tactical Asset..., Technical Analysis, Team Management, Project Management, Asset Management, Equities, Hedge Funds, Investment Management, Investment Strategies, Securities, Wealth Management
Education
The University of British Columbia
B.A.
Bradley A. Powell, CFA Bradley A. Powell, CFA's Fidelity Investments Experience June 2015 - August 2015
Job MBA Candidate, Class of 2016 at The University of Chicago Booth School of Business
Industry Investment Management
Experience
Fidelity Investments June 2015 - August 2015
C.A. Delaney Capital Management Ltd. January 2012 - July 2014
C.A. Delaney Capital Management Ltd. June 2010 - December 2011
Toronto Summer Music Foundation September 2008 - May 2010
C.A. Delaney Capital Management Ltd. September 2007 - May 2010
Canada's National Ballet School May 2005 - August 2008
Toronto Dance Theatre August 2005 - May 2006
Skills
Financial Modeling, Equity Research, Microsoft Excel, Credit Analysis, Bloomberg, Fundraising, Data Analysis, Econometrics, Dance, Finance, Corporate Finance, Fixed Income, Strategic Planning, Valuation, Capital IQ, Marketing, Marketing Strategy, Time Management, Portfolio Management, Equity Valuation
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Toronto - University of Trinity College 2006 — 2010
Honours Bachelor of Commerce with High Distinction
Rudra Béjart 2004 — 2005
Professional Dance Program
Canada's National Ballet School 2002 — 2004
Ontario Secondary School Honour's Diploma
Fidelity Investments June 2015 - August 2015
C.A. Delaney Capital Management Ltd. January 2012 - July 2014
C.A. Delaney Capital Management Ltd. June 2010 - December 2011
Toronto Summer Music Foundation September 2008 - May 2010
C.A. Delaney Capital Management Ltd. September 2007 - May 2010
Canada's National Ballet School May 2005 - August 2008
Toronto Dance Theatre August 2005 - May 2006
Skills
Financial Modeling, Equity Research, Microsoft Excel, Credit Analysis, Bloomberg, Fundraising, Data Analysis, Econometrics, Dance, Finance, Corporate Finance, Fixed Income, Strategic Planning, Valuation, Capital IQ, Marketing, Marketing Strategy, Time Management, Portfolio Management, Equity Valuation
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Toronto - University of Trinity College 2006 — 2010
Honours Bachelor of Commerce with High Distinction
Rudra Béjart 2004 — 2005
Professional Dance Program
Canada's National Ballet School 2002 — 2004
Ontario Secondary School Honour's Diploma
Kristin O'Donnell, CFA Kristin O'Donnell, CFA's Fidelity Investments Experience December 2006 - October 2011
Job Vice President and Relationship Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Fidelity Investments December 2006 - October 2011
Mercer Investment Consulting June 1997 - December 2006
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Iowa 1992 — 1996
BBA, Finance
Wellington Management October 2011 - Present
Fidelity Investments December 2006 - October 2011
Mercer Investment Consulting June 1997 - December 2006
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Iowa 1992 — 1996
BBA, Finance
Gao-Wen Shao's Fidelity Investments Experience 2001 - 2014
Job Product development and business strategy in financial services
Industry Financial Services
Experience
Merrill Lynch - Global Wealth & Retirement Solutions (GWRS) 2014 - Present
Agassiz Baldwin Community 2009 - 2014
Fidelity Investments 2001 - 2014
Brattle Group - Management & financial consulting 1996 - 2000
CSC Index - Strategy & operational consulting 1992 - 1996
Fleet Bank 1991 - 1991
Bank of New England 1986 - 1991
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA
Wesleyan University
BA
Merrill Lynch - Global Wealth & Retirement Solutions (GWRS) 2014 - Present
Agassiz Baldwin Community 2009 - 2014
Fidelity Investments 2001 - 2014
Brattle Group - Management & financial consulting 1996 - 2000
CSC Index - Strategy & operational consulting 1992 - 1996
Fleet Bank 1991 - 1991
Bank of New England 1986 - 1991
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA
Wesleyan University
BA
Maria Virlissa dela Cruz Dimanlig Maria Virlissa dela Cruz Dimanlig's Fidelity Investments Experience November 2007 - November 2008
Job Realtor, Property Manager at Carolina Homes Leasing & Management, LLC
Industry Real Estate
Experience
Carolina Homes Leasing & Management, LLC January 2012 - Present
Carolina Realty Group Inc. June 2003 - January 2012
Fidelity Investments November 2007 - November 2008
Skills
Real Estate, Analysis, Investment Properties, Account Reconciliation, Sellers, Property Management, Interior Design, First Time Home Buyers, Real Property, Foreclosures, Buyers, Leases, Residential Homes, HUD, Relocation, Condos, Buyer Representation, Single Family Homes
Education
JY Monk Real Estate School 2012 — 2012
Real Estate, Real Estate
The Philippine Women's University 1995 — 2000
Bachelor of Fine Arts, Interior Design
Carolina Homes Leasing & Management, LLC January 2012 - Present
Carolina Realty Group Inc. June 2003 - January 2012
Fidelity Investments November 2007 - November 2008
Skills
Real Estate, Analysis, Investment Properties, Account Reconciliation, Sellers, Property Management, Interior Design, First Time Home Buyers, Real Property, Foreclosures, Buyers, Leases, Residential Homes, HUD, Relocation, Condos, Buyer Representation, Single Family Homes
Education
JY Monk Real Estate School 2012 — 2012
Real Estate, Real Estate
The Philippine Women's University 1995 — 2000
Bachelor of Fine Arts, Interior Design
Aaron Schwam's Fidelity Investments Experience July 2005 - August 2010
Job Project Manager at The Cambridge Group
Industry Management Consulting
Experience
The Cambridge Group May 2014 - Present
The Cambridge Group August 2012 - April 2014
Fidelity Investments July 2005 - August 2010
Skills
Management Consulting, Strategy, Corporate Finance, Competitive Analysis, Strategic Planning, Financial Analysis, Marketing Strategy, Business Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Tufts University 2001 — 2005
BA, Economics & Psychology
The Cambridge Group May 2014 - Present
The Cambridge Group August 2012 - April 2014
Fidelity Investments July 2005 - August 2010
Skills
Management Consulting, Strategy, Corporate Finance, Competitive Analysis, Strategic Planning, Financial Analysis, Marketing Strategy, Business Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Tufts University 2001 — 2005
BA, Economics & Psychology
Ronno Lee Ronno Lee's Fidelity Investments Experience March 2006 - January 2008
Job
Industry Computer Software
Experience
Saba March 2008 - Present
Fidelity Investments March 2006 - January 2008
PeopleSoft June 2001 - March 2006
Asia2B May 2000 - June 2001
Oracle Corporation February 1999 - May 2000
J.D. Edwards February 1995 - February 1999
Skills
SaaS, Product Management, P&L Management, Professional Services, Talent Management, Human Capital Management, Cloud Computing, Product Strategy, Asia Pacific
Education
Wright State University: Raj Soin College of Business 1992 — 1994
MBA
The Ohio State University - The Max M. Fisher College of Business 1988 — 1990
BSBA
Saba March 2008 - Present
Fidelity Investments March 2006 - January 2008
PeopleSoft June 2001 - March 2006
Asia2B May 2000 - June 2001
Oracle Corporation February 1999 - May 2000
J.D. Edwards February 1995 - February 1999
Skills
SaaS, Product Management, P&L Management, Professional Services, Talent Management, Human Capital Management, Cloud Computing, Product Strategy, Asia Pacific
Education
Wright State University: Raj Soin College of Business 1992 — 1994
MBA
The Ohio State University - The Max M. Fisher College of Business 1988 — 1990
BSBA
Eric Coffman MBA, CFP®, AIF® Eric Coffman MBA, CFP®, AIF®'s Fidelity Investments Experience January 2001 - July 2002
Job Financial Advisor, Plan Consultant at PRLKW & Co.
Industry Financial Services
Experience
PRLKW & Co. May 2009 - Present
ValMark Advisers, Inc. July 2003 - April 2009
ValMark Securities July 2003 - April 2009
Fidelity Investments January 2001 - July 2002
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Pensions, 401k, Wealth Management, Investment Management
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 2000
Master of Business Administration (M.B.A.), Finance
The University of Akron 1986 — 1991
B.S.B.A., Finance
PRLKW & Co. May 2009 - Present
ValMark Advisers, Inc. July 2003 - April 2009
ValMark Securities July 2003 - April 2009
Fidelity Investments January 2001 - July 2002
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Pensions, 401k, Wealth Management, Investment Management
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 2000
Master of Business Administration (M.B.A.), Finance
The University of Akron 1986 — 1991
B.S.B.A., Finance
Jeffrey M. Mastrianna MBA, CFP®, Jeffrey M. Mastrianna MBA, CFP®,'s Fidelity Investments Experience January 2007 - June 2009
Job Vice President Financial Consultant Charles Schwab & Co.
Industry Investment Management
Experience
Charles Schwab June 2010 - Present
JP Morgan Chase Private Client June 2009 - May 2010
Fidelity Investments January 2007 - June 2009
Fidelity Investments February 1994 - December 2006
Fidelity Investments August 1989 - February 1994
David Lerner and Associates June 1988 - January 1989
Advest, Inc 1989 - 1989
Merrill Lynch Equity Management 1985 - 1986
Education
The University of Connecticut School of Business 1990 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1988
BS, Finance
Charles Schwab June 2010 - Present
JP Morgan Chase Private Client June 2009 - May 2010
Fidelity Investments January 2007 - June 2009
Fidelity Investments February 1994 - December 2006
Fidelity Investments August 1989 - February 1994
David Lerner and Associates June 1988 - January 1989
Advest, Inc 1989 - 1989
Merrill Lynch Equity Management 1985 - 1986
Education
The University of Connecticut School of Business 1990 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1988
BS, Finance
Joe Laurin Joe Laurin's Fidelity Investments Experience November 2014 - Present
Job President Fidelity Health Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Tenacity April 2014 - Present
XTRAC Solutions January 2014 - Present
Association of Internal Management Consultants May 2009 - December 2014
Fidelity Investments October 2009 - November 2014
The Conference Board January 2013 - January 2014
Zeon Corporation 2008 - 2010
Fidelity Investments April 2008 - December 2009
A.T. Kearney 1993 - 2007
Denver Business Series 2003 - 2005
Skills
Business Transformation, Strategy, Knowledge Management, Management Consulting, Performance Improvement, Business Process, Product Management, Management, Consulting, Change Management, Business Strategy, Strategic Planning, Risk Management, Start-ups, Business Process..., Leadership, Portfolio Management
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Strategy and Marketing
Pittsfield High School
Union College
BS, Mechanical Engineering
Fidelity Investments November 2014 - Present
Tenacity April 2014 - Present
XTRAC Solutions January 2014 - Present
Association of Internal Management Consultants May 2009 - December 2014
Fidelity Investments October 2009 - November 2014
The Conference Board January 2013 - January 2014
Zeon Corporation 2008 - 2010
Fidelity Investments April 2008 - December 2009
A.T. Kearney 1993 - 2007
Denver Business Series 2003 - 2005
Skills
Business Transformation, Strategy, Knowledge Management, Management Consulting, Performance Improvement, Business Process, Product Management, Management, Consulting, Change Management, Business Strategy, Strategic Planning, Risk Management, Start-ups, Business Process..., Leadership, Portfolio Management
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Strategy and Marketing
Pittsfield High School
Union College
BS, Mechanical Engineering
Carla Joye Carla Joye's Fidelity Investments Experience April 1993 - May 1994
Job Principal at Strategic Intelligence Group, LLC
Industry Marketing and Advertising
Experience
Strategic Intelligence Group April 2004 - Present
FaceTime Strategy, LLC March 2010 - September 2010
Starr Tincup October 2007 - April 2009
Epsilon June 2005 - March 2006
Response Media Products, Inc. October 2000 - March 2004
RealEstate.com 2000 - 2000
Grizzard Communications 1998 - 2000
MCI Telecommunications 1994 - 1998
Fidelity Investments April 1993 - May 1994
The Martin Agency 1991 - 1993
Skills
Lead Generation, Online Marketing, Marketing Strategy, Budget Development, Customer Relations, Strategic Planning, Strategy Development, Segmentation, Team Building, Budget Management, Customer Acquisition, Multi-channel Marketing, Direct Marketing, Email Marketing, SEM, Database Marketing, Digital Marketing, Interactive Marketing, New Business Development, Mobile Marketing, Direct Mail, Integrated Marketing, B2B Marketing, Account Management, B2B, Marketing Management, Consultative Selling, Start-ups, CRM, Strategy, Demand Generation, Selling, Marketing, Marketing Communications, Business Development, Sales, Social Networking, Digital Media, Product Management, SEO
Education
The University of Akron 1977 — 1981
BA, Mass Media/Communication
Strategic Intelligence Group April 2004 - Present
FaceTime Strategy, LLC March 2010 - September 2010
Starr Tincup October 2007 - April 2009
Epsilon June 2005 - March 2006
Response Media Products, Inc. October 2000 - March 2004
RealEstate.com 2000 - 2000
Grizzard Communications 1998 - 2000
MCI Telecommunications 1994 - 1998
Fidelity Investments April 1993 - May 1994
The Martin Agency 1991 - 1993
Skills
Lead Generation, Online Marketing, Marketing Strategy, Budget Development, Customer Relations, Strategic Planning, Strategy Development, Segmentation, Team Building, Budget Management, Customer Acquisition, Multi-channel Marketing, Direct Marketing, Email Marketing, SEM, Database Marketing, Digital Marketing, Interactive Marketing, New Business Development, Mobile Marketing, Direct Mail, Integrated Marketing, B2B Marketing, Account Management, B2B, Marketing Management, Consultative Selling, Start-ups, CRM, Strategy, Demand Generation, Selling, Marketing, Marketing Communications, Business Development, Sales, Social Networking, Digital Media, Product Management, SEO
Education
The University of Akron 1977 — 1981
BA, Mass Media/Communication
Cherie Hartmann's Fidelity Investments Experience May 2011 - Present
Job Manager, Retirement Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments May 2007 - May 2011
New England Financial December 2006 - April 2007
Ameriprise Financial Services, Inc. July 2005 - November 2006
Education
Xavier University - School of Business Administration 2009 — 2011
MBA, General
The Ohio State University - The Max M. Fisher College of Business 2000 — 2005
bsba, international business, finance
Fidelity Investments May 2011 - Present
Fidelity Investments May 2007 - May 2011
New England Financial December 2006 - April 2007
Ameriprise Financial Services, Inc. July 2005 - November 2006
Education
Xavier University - School of Business Administration 2009 — 2011
MBA, General
The Ohio State University - The Max M. Fisher College of Business 2000 — 2005
bsba, international business, finance
Derek Young's Fidelity Investments Experience July 2006 - June 2014
Job Partner of Millennium Wealth Management, 248.833.1024
Industry Financial Services
Experience
Millennium Wealth Management June 2014 - Present
Fidelity Investments July 2006 - June 2014
Fidelity Investments June 2005 - July 2006
Fidelity Investments June 2004 - July 2005
Skills
Investments, Relationship Management, Financial Services, Salesforce.com, Mutual Funds, Series 7, Series 63, Sales, CRM, Account Management, Marketing, Cold Calling, Portfolio Management, Insurance, Business Development, Wealth Management, Investment Strategies, Finance, Retirement Planning, Securities, Financial Advisory
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
Bachelor of Science (BS), Marketing
Millennium Wealth Management June 2014 - Present
Fidelity Investments July 2006 - June 2014
Fidelity Investments June 2005 - July 2006
Fidelity Investments June 2004 - July 2005
Skills
Investments, Relationship Management, Financial Services, Salesforce.com, Mutual Funds, Series 7, Series 63, Sales, CRM, Account Management, Marketing, Cold Calling, Portfolio Management, Insurance, Business Development, Wealth Management, Investment Strategies, Finance, Retirement Planning, Securities, Financial Advisory
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
Bachelor of Science (BS), Marketing
Jeffrey Lee Jeffrey Lee's Fidelity Investments Experience May 2015 - Present
Job Information Architect at Fidelity Investments
Industry Design
Experience
Fidelity Investments May 2015 - Present
Grey Group July 2014 - April 2015
Barclays November 2013 - July 2014
General Assemb.ly June 2013 - August 2013
Vision Critical November 2011 - June 2013
Vision Critical June 2011 - November 2011
Vision Critical March 2010 - June 2011
BDC March 2009 - October 2009
UBC Marketing Association June 2008 - April 2009
Vision Critical May 2008 - August 2008
Skills
Market Research, Data Analysis, Analysis, Research, Marketing, SPSS, Online Research, Project Management, Qualitative Data, User Research, Information Architecture, Interaction Design, User Experience Design, Marketing Research, Social Media, OmniGraffle, Wireframes, User Interface Design, Survey Research, Online Panels, Report Writing, Consumer Behaviour, Online Moderation, Marketing Communications, Marketing Strategy, Graphic Design, Photoshop, Illustrator, InDesign, Event Planning, Qualitative Research
Education
St. George's School
The University of British Columbia
BCOMM, Marketing and International Business
Fidelity Investments May 2015 - Present
Grey Group July 2014 - April 2015
Barclays November 2013 - July 2014
General Assemb.ly June 2013 - August 2013
Vision Critical November 2011 - June 2013
Vision Critical June 2011 - November 2011
Vision Critical March 2010 - June 2011
BDC March 2009 - October 2009
UBC Marketing Association June 2008 - April 2009
Vision Critical May 2008 - August 2008
Skills
Market Research, Data Analysis, Analysis, Research, Marketing, SPSS, Online Research, Project Management, Qualitative Data, User Research, Information Architecture, Interaction Design, User Experience Design, Marketing Research, Social Media, OmniGraffle, Wireframes, User Interface Design, Survey Research, Online Panels, Report Writing, Consumer Behaviour, Online Moderation, Marketing Communications, Marketing Strategy, Graphic Design, Photoshop, Illustrator, InDesign, Event Planning, Qualitative Research
Education
St. George's School
The University of British Columbia
BCOMM, Marketing and International Business
Jonathan Beecher Hedden Jonathan Beecher Hedden's Fidelity Investments Experience April 2014 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments November 2012 - March 2014
Fidelity Investments April 2012 - November 2012
Fidelity Investments October 2011 - April 2012
Barker Center for Economic Education August 2008 - October 2011
North Coast Research May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Vector Marketing June 2007 - August 2007
Education
Sandler Sales Institute at The Ruby Group 2010 — 2011
SSI Foundations, Communicating with Clarity and Purpose, 10/10
The University of Akron 2007 — 2011
BS Corporate Financial Management, Corporate Financial Management/ Financial Planning
OLMC
VASJ
Fidelity Investments April 2014 - Present
Fidelity Investments November 2012 - March 2014
Fidelity Investments April 2012 - November 2012
Fidelity Investments October 2011 - April 2012
Barker Center for Economic Education August 2008 - October 2011
North Coast Research May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Vector Marketing June 2007 - August 2007
Education
Sandler Sales Institute at The Ruby Group 2010 — 2011
SSI Foundations, Communicating with Clarity and Purpose, 10/10
The University of Akron 2007 — 2011
BS Corporate Financial Management, Corporate Financial Management/ Financial Planning
OLMC
VASJ
Bill McNamara Bill McNamara's Fidelity Investments Experience August 2005 - December 2008
Job Investment Marketing Consultant
Industry Investment Management
Experience
investment management and financial services firms September 2015 - Present
F-Squared Investments February 2011 - September 2015
McNamara Consulting March 2009 - December 2010
Fidelity Investments August 2005 - December 2008
Fidelity Investments June 2002 - August 2005
Fidelity Investments August 1999 - May 2002
Fidelity Investments May 1997 - August 1999
Fidelity Investments August 1995 - April 1997
Fidelity Investments November 1992 - July 1995
Manufacturers Hanover 1984 - 1988
Skills
Mutual Funds, Alternative Investments, Investments, Asset Managment, Series 7, Equities, Wealth Management, Asset Allocation, Hedge Funds, Portfolio Management, Investment Management, Investment Strategies, Financial Services, Strategy, Finance, Fixed Income, Series 63, Securities, Start-ups, Financial Modeling, Financial Planning, Risk Management, Asset Management, ETFs, Capital Markets, Financial Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Finance & Strategy
Williams College 1980 — 1984
BA, Economics
investment management and financial services firms September 2015 - Present
F-Squared Investments February 2011 - September 2015
McNamara Consulting March 2009 - December 2010
Fidelity Investments August 2005 - December 2008
Fidelity Investments June 2002 - August 2005
Fidelity Investments August 1999 - May 2002
Fidelity Investments May 1997 - August 1999
Fidelity Investments August 1995 - April 1997
Fidelity Investments November 1992 - July 1995
Manufacturers Hanover 1984 - 1988
Skills
Mutual Funds, Alternative Investments, Investments, Asset Managment, Series 7, Equities, Wealth Management, Asset Allocation, Hedge Funds, Portfolio Management, Investment Management, Investment Strategies, Financial Services, Strategy, Finance, Fixed Income, Series 63, Securities, Start-ups, Financial Modeling, Financial Planning, Risk Management, Asset Management, ETFs, Capital Markets, Financial Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Finance & Strategy
Williams College 1980 — 1984
BA, Economics
Hao Zhu Hao Zhu's Fidelity Investments Experience January 2013 - January 2014
Job Graduate Student at University of Connecticut
Industry Information Technology and Services
Experience
Diverse Supplier Development Academy, Inc. May 2015 - August 2015
Fidelity Investments January 2013 - January 2014
Fidelity Investments May 2012 - August 2012
Siemens May 2011 - July 2011
Skills
DB2, Oracle, Business Objects, JDBC, VB.NET, Tableau, Python, OBIEE, PL/SQL, HTML, Alteryx, JMP, Access, Visio, SAS, Agile & Waterfall..., Business Analysis, Systems Analysis, Data Analysis, Business Intelligence
Education
The University of Connecticut School of Business 2014 — 2015
Master of Science (MS), Business Analytics and Project Management, 4.00
Worcester Polytechnic Institute 2009 — 2012
Bachelor of Science (BS), Management Information Systems, General, 3.89
Diverse Supplier Development Academy, Inc. May 2015 - August 2015
Fidelity Investments January 2013 - January 2014
Fidelity Investments May 2012 - August 2012
Siemens May 2011 - July 2011
Skills
DB2, Oracle, Business Objects, JDBC, VB.NET, Tableau, Python, OBIEE, PL/SQL, HTML, Alteryx, JMP, Access, Visio, SAS, Agile & Waterfall..., Business Analysis, Systems Analysis, Data Analysis, Business Intelligence
Education
The University of Connecticut School of Business 2014 — 2015
Master of Science (MS), Business Analytics and Project Management, 4.00
Worcester Polytechnic Institute 2009 — 2012
Bachelor of Science (BS), Management Information Systems, General, 3.89
Ryan Kimber Ryan Kimber's Fidelity Investments Experience May 2008 - June 2009
Job Technical Architect, Consultant & Nerd Developer
Industry Information Technology and Services
Experience
FormHero Inc June 2014 - Present
PatientOrderSets.com/ThinkResearch Corp May 2008 - May 2014
Fidelity Investments May 2008 - June 2009
Fidelity Investments December 2006 - May 2008
Toronto Police Service May 2002 - December 2006
Toronto Police Service May 1999 - May 2002
Skills
Agile Methodologies, Java, Enterprise Architecture, jQuery, Java Enterprise Edition, Eclipse, Project Planning, Team Leadership, Creative Solutions, AngularJS, MongoDB, Hibernate, Bower, Ant, Maven2, Node.js, Less/CSS, MEAN Stack, Proposal Writing, Consensus Building, Data Privacy, Data Security, Problem Solving, Test Driven Development, Software Development, Spring, Business Analysis, Integration, Project Management
Education
University of Toronto 2000 — 2004
Computer Science
The University of British Columbia 1997 — 1999
Engineering
Lester B. Pearson High School, Burlington, ON 1992 — 1997
Ontario Secondary School Diploma, 9 - OAC (13)
FormHero Inc June 2014 - Present
PatientOrderSets.com/ThinkResearch Corp May 2008 - May 2014
Fidelity Investments May 2008 - June 2009
Fidelity Investments December 2006 - May 2008
Toronto Police Service May 2002 - December 2006
Toronto Police Service May 1999 - May 2002
Skills
Agile Methodologies, Java, Enterprise Architecture, jQuery, Java Enterprise Edition, Eclipse, Project Planning, Team Leadership, Creative Solutions, AngularJS, MongoDB, Hibernate, Bower, Ant, Maven2, Node.js, Less/CSS, MEAN Stack, Proposal Writing, Consensus Building, Data Privacy, Data Security, Problem Solving, Test Driven Development, Software Development, Spring, Business Analysis, Integration, Project Management
Education
University of Toronto 2000 — 2004
Computer Science
The University of British Columbia 1997 — 1999
Engineering
Lester B. Pearson High School, Burlington, ON 1992 — 1997
Ontario Secondary School Diploma, 9 - OAC (13)
James W. Smith James W. Smith's Fidelity Investments Experience July 2013 - June 2014
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates June 2014 - Present
Fidelity Investments July 2013 - June 2014
Penobscot Investment Management Co. Inc. June 2012 - August 2012
Arthbodh Financial Advisors March 2012 - May 2012
Skills
Research, Microsoft Word, PowerPoint, Data Analysis, Financial Analysis, Investments, Bloomberg Terminal, Microsoft Excel, Financial Modeling, Equities
Education
Tuck School of Business at Dartmouth 2013 — 2013
Tuck Bridge Program
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Cambridge Associates June 2014 - Present
Fidelity Investments July 2013 - June 2014
Penobscot Investment Management Co. Inc. June 2012 - August 2012
Arthbodh Financial Advisors March 2012 - May 2012
Skills
Research, Microsoft Word, PowerPoint, Data Analysis, Financial Analysis, Investments, Bloomberg Terminal, Microsoft Excel, Financial Modeling, Equities
Education
Tuck School of Business at Dartmouth 2013 — 2013
Tuck Bridge Program
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Economics
C. Robert Chow C. Robert Chow's Fidelity Investments Experience 1989 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 1989 - Present
TRW 1984 - 1988
Hewlett-Packard (HP) 1982 - 1983
Skills
Equities, Investments, Equity Research, Mutual Funds, Asset Managment, Portfolio Management, Financial Modeling, Asset Allocation, Financial Analysis, Series 7, Securities, Investment Management, Asset Management, Valuation, Equity Valuation, Investment Strategies
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of California, Los Angeles 1983 — 1985
M.S., Electrical Engineering
University of California, Los Angeles 1979 — 1983
B.S. Summa Cum Laude, Electrical Engineering
Fidelity Investments 1989 - Present
TRW 1984 - 1988
Hewlett-Packard (HP) 1982 - 1983
Skills
Equities, Investments, Equity Research, Mutual Funds, Asset Managment, Portfolio Management, Financial Modeling, Asset Allocation, Financial Analysis, Series 7, Securities, Investment Management, Asset Management, Valuation, Equity Valuation, Investment Strategies
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of California, Los Angeles 1983 — 1985
M.S., Electrical Engineering
University of California, Los Angeles 1979 — 1983
B.S. Summa Cum Laude, Electrical Engineering
Alyssa Kopp Alyssa Kopp's Fidelity Investments Experience June 2015 - August 2015
Job MBA Candidate at Tuck School of Business at Dartmouth
Industry Higher Education
Experience
Fidelity Investments June 2015 - August 2015
Axia Ltd. April 2014 - June 2014
Axia Ltd. April 2013 - April 2014
Sun Life Financial August 2012 - April 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Tufts University September 2008 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Skills
Analytics, Competitive Analysis, Process Improvement, Business Development, Team Leadership, Visio
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
BA, Economics
St. Paul's School 2002 — 2006
Fidelity Investments June 2015 - August 2015
Axia Ltd. April 2014 - June 2014
Axia Ltd. April 2013 - April 2014
Sun Life Financial August 2012 - April 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Tufts University September 2008 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Skills
Analytics, Competitive Analysis, Process Improvement, Business Development, Team Leadership, Visio
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
BA, Economics
St. Paul's School 2002 — 2006
Jessamyn Larrabee Norton, CFA Jessamyn Larrabee Norton, CFA's Fidelity Investments Experience November 2007 - July 2011
Job
Industry Investment Management
Experience
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
Molly Muchmore Molly Muchmore's Fidelity Investments Experience July 2011 - June 2012
Job Vice President, Capital Advisory at Greenhill & Co.
Industry Real Estate
Experience
Greenhill & Co. June 2012 - Present
Fidelity Investments July 2011 - June 2012
Tishman Speyer 2008 - 2009
Tishman Speyer 2004 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Pennsylvania 2000 — 2004
B.A., History and French
Greenhill & Co. June 2012 - Present
Fidelity Investments July 2011 - June 2012
Tishman Speyer 2008 - 2009
Tishman Speyer 2004 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Pennsylvania 2000 — 2004
B.A., History and French
Christopher Goudie Christopher Goudie's Fidelity Investments Experience January 2005 - September 2005
Job Executive Vice President, Battery Global Advisors LLC
Industry Financial Services
Experience
Battery Global Advisors March 2012 - Present
Hermes Fund Managers (North America) March 2010 - June 2011
Hermes Investment Management Ltd March 2010 - June 2011
Pyramis Global Advisors a Fidelity Investments Company September 2005 - January 2009
Fidelity Investments January 2005 - September 2005
Fidelity Investments March 2004 - January 2005
Wellington Management Company January 2002 - March 2004
Wellington Management Company January 2000 - January 2002
Santander Global Advisors January 1997 - December 1999
Baring Asset Management 1990 - 1997
Education
The Open University 1989 — 1992
MBA, Finance and Management
University of Aberdeen 1981 — 1985
M.A. (Hons. II), Economic and Social History
Daniel Stewarts & Melville College
Battery Global Advisors March 2012 - Present
Hermes Fund Managers (North America) March 2010 - June 2011
Hermes Investment Management Ltd March 2010 - June 2011
Pyramis Global Advisors a Fidelity Investments Company September 2005 - January 2009
Fidelity Investments January 2005 - September 2005
Fidelity Investments March 2004 - January 2005
Wellington Management Company January 2002 - March 2004
Wellington Management Company January 2000 - January 2002
Santander Global Advisors January 1997 - December 1999
Baring Asset Management 1990 - 1997
Education
The Open University 1989 — 1992
MBA, Finance and Management
University of Aberdeen 1981 — 1985
M.A. (Hons. II), Economic and Social History
Daniel Stewarts & Melville College
William Ni's Fidelity Investments Experience May 2003 - August 2004
Job Manager at PwC Supply Chain
Industry Management Consulting
Experience
PwC February 2007 - Present
TSC, Inc June 2005 - February 2007
Fidelity Investments May 2003 - August 2004
Skills
Business Process..., Management Consulting, CSCP, Business Development, SAP ERP, Contract Management, Procurement, Sourcing, SAP SRM, Analysis, Process Improvement, ERP, Business Process, IT Strategy, Business Analysis, Business Intelligence, Consulting, Business Transformation, Program Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science (BS), College of Engineering - Computer Science/Engineering
PwC February 2007 - Present
TSC, Inc June 2005 - February 2007
Fidelity Investments May 2003 - August 2004
Skills
Business Process..., Management Consulting, CSCP, Business Development, SAP ERP, Contract Management, Procurement, Sourcing, SAP SRM, Analysis, Process Improvement, ERP, Business Process, IT Strategy, Business Analysis, Business Intelligence, Consulting, Business Transformation, Program Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science (BS), College of Engineering - Computer Science/Engineering
Jacob Weinstein, CFA Jacob Weinstein, CFA's Fidelity Investments Experience September 2013 - Present
Job Senior Analyst, Asset Allocation Research at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments April 2008 - September 2013
LaSalle Bank 2002 - 2006
State Street 1999 - 2001
Skills
Equities, Alternative Investments, Investments, Bonds, Portfolio Management, Fixed Income, Asset Managment, Financial Markets
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Analytic Finance
Tufts University 1995 — 1999
B.A., Quantitative Economics
Fidelity Investments September 2013 - Present
Fidelity Investments April 2008 - September 2013
LaSalle Bank 2002 - 2006
State Street 1999 - 2001
Skills
Equities, Alternative Investments, Investments, Bonds, Portfolio Management, Fixed Income, Asset Managment, Financial Markets
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Analytic Finance
Tufts University 1995 — 1999
B.A., Quantitative Economics
Nancy Walton Nancy Walton's Fidelity Investments Experience June 2012 - June 2013
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2015 - Present
Bain & Company August 2015 - Present
Bain & Company June 2014 - August 2014
Fidelity Investments June 2012 - June 2013
Fidelity Investments March 2011 - June 2012
Fidelity Investments August 2009 - March 2011
Skills
Financial Modeling, Management Consulting, Modeling, Project Management, Strategy, Valuation, Consulting, Management, Analytics, Business Planning, Investments, Financial Analysis
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2005 — 2009
B.A., International Relations, Magna Cum Laude
Bain & Company August 2015 - Present
Bain & Company August 2015 - Present
Bain & Company June 2014 - August 2014
Fidelity Investments June 2012 - June 2013
Fidelity Investments March 2011 - June 2012
Fidelity Investments August 2009 - March 2011
Skills
Financial Modeling, Management Consulting, Modeling, Project Management, Strategy, Valuation, Consulting, Management, Analytics, Business Planning, Investments, Financial Analysis
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2005 — 2009
B.A., International Relations, Magna Cum Laude
Jeff White Jeff White's Fidelity Investments Experience October 2010 - March 2011
Job Advisor at The Fini Real Estate Group
Industry Consumer Goods
Experience
The Fini Real Estate Group April 2015 - Present
Tee2Green, LLC June 2014 - Present
LAER Realty Partners December 2014 - April 2015
The Energy Gateway August 2013 - January 2015
American New Energy August 2012 - April 2014
KISS 108 - Clear Channel Radio December 2011 - January 2013
Raytheon February 2011 - December 2011
Fidelity Investments October 2010 - March 2011
Walsh Brothers, Inc. August 2009 - April 2010
Enterprise Bank (Enterprise Bancorp) June 2008 - August 2008
Skills
Budgets, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Energy, Program Management, Leadership, Customer Service, Procurement, Finance, Marketing, New Business Development, Strategic Planning, Forecasting, Account Management, Management, Sales, Business Development, Contract Negotiation, Market Research, Marketing Strategy, Risk Management, Financial Reporting, Marketing Communications, Inspiring People, Entrepreneurship
Education
The University of Connecticut School of Business 2005 — 2009
BS, Finance
MA Real Estate Salesperson License
NH Real Estate Salesperson License
The Fini Real Estate Group April 2015 - Present
Tee2Green, LLC June 2014 - Present
LAER Realty Partners December 2014 - April 2015
The Energy Gateway August 2013 - January 2015
American New Energy August 2012 - April 2014
KISS 108 - Clear Channel Radio December 2011 - January 2013
Raytheon February 2011 - December 2011
Fidelity Investments October 2010 - March 2011
Walsh Brothers, Inc. August 2009 - April 2010
Enterprise Bank (Enterprise Bancorp) June 2008 - August 2008
Skills
Budgets, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Energy, Program Management, Leadership, Customer Service, Procurement, Finance, Marketing, New Business Development, Strategic Planning, Forecasting, Account Management, Management, Sales, Business Development, Contract Negotiation, Market Research, Marketing Strategy, Risk Management, Financial Reporting, Marketing Communications, Inspiring People, Entrepreneurship
Education
The University of Connecticut School of Business 2005 — 2009
BS, Finance
MA Real Estate Salesperson License
NH Real Estate Salesperson License
Kathryn Doherty's Fidelity Investments Experience July 2014 - Present
Job Senior Director of Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments January 2012 - June 2012
Fidelity Investments January 2012 - June 2012
Fidelity Investments July 2011 - December 2011
Fidelity Investments July 2010 - December 2010
Merrill Lynch 2005 - 2008
Education
Tuck School of Business at Dartmouth 2008 — 2010
Master of Business Administration (M.B.A.)
Williams College 1999 — 2003
Bachelor of Arts (BA), Economics
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments January 2012 - June 2012
Fidelity Investments January 2012 - June 2012
Fidelity Investments July 2011 - December 2011
Fidelity Investments July 2010 - December 2010
Merrill Lynch 2005 - 2008
Education
Tuck School of Business at Dartmouth 2008 — 2010
Master of Business Administration (M.B.A.)
Williams College 1999 — 2003
Bachelor of Arts (BA), Economics
Mike Tragesser Mike Tragesser's Fidelity Investments Experience August 1999 - March 2005
Job Chief Compliance Officer at Horan Securities, Inc.
Industry Financial Services
Experience
Horan Securities, Inc. October 2011 - Present
W&S Financial Services April 2008 - October 2011
Ohio National Financial Services March 2005 - April 2008
Fidelity Investments August 1999 - March 2005
Skills
Investment Advisor..., Broker-Dealer Compliance, FINRA, SEC Compliance, Broker-Dealer Operations, Uniform Combined State..., Investment Advisory..., Investments, Series 63, Series 7, Series 53, Securities, Retirement, 401k
Education
The Ohio State University Fisher College of Business 1994 — 1999
BA, Economics
Horan Securities, Inc. October 2011 - Present
W&S Financial Services April 2008 - October 2011
Ohio National Financial Services March 2005 - April 2008
Fidelity Investments August 1999 - March 2005
Skills
Investment Advisor..., Broker-Dealer Compliance, FINRA, SEC Compliance, Broker-Dealer Operations, Uniform Combined State..., Investment Advisory..., Investments, Series 63, Series 7, Series 53, Securities, Retirement, 401k
Education
The Ohio State University Fisher College of Business 1994 — 1999
BA, Economics
Aaron Foss Aaron Foss's Fidelity Investments Experience June 2011 - August 2011
Job Data Scientist and Portfolio Manager Doing Cool Things with Data
Industry Investment Management
Experience
JPVS Trading July 2013 - Present
Center for Research in Security Prices May 2012 - July 2013
Fidelity Investments June 2011 - August 2011
Crestline Investors, Inc. September 2007 - April 2010
BMO Capital Markets August 2006 - September 2007
Cascadia Capital May 2005 - July 2006
Viscogliosi Brothers / Small Bone Innovations September 2004 - May 2005
Skills
R, Matlab, Bloomberg, Factset, Capital IQ, Statistics, Financial Analysis, Financial Modeling, Econometrics, Economics, Corporate Finance, Quantitative Finance, Quantitative Research, Investment Strategies, Alternative Assets, Alternative Investments, Hedge Funds, Investments, Fundamental Analysis, Mutual Funds, Analytics, Data Analysis, Equity Derivatives, SQL, Portfolio Management, Valuation, Equities, Investment Banking, Fixed Income, Mergers & Acquisitions, Finance, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2000 — 2004
BA
JPVS Trading July 2013 - Present
Center for Research in Security Prices May 2012 - July 2013
Fidelity Investments June 2011 - August 2011
Crestline Investors, Inc. September 2007 - April 2010
BMO Capital Markets August 2006 - September 2007
Cascadia Capital May 2005 - July 2006
Viscogliosi Brothers / Small Bone Innovations September 2004 - May 2005
Skills
R, Matlab, Bloomberg, Factset, Capital IQ, Statistics, Financial Analysis, Financial Modeling, Econometrics, Economics, Corporate Finance, Quantitative Finance, Quantitative Research, Investment Strategies, Alternative Assets, Alternative Investments, Hedge Funds, Investments, Fundamental Analysis, Mutual Funds, Analytics, Data Analysis, Equity Derivatives, SQL, Portfolio Management, Valuation, Equities, Investment Banking, Fixed Income, Mergers & Acquisitions, Finance, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2000 — 2004
BA
Erik Schulte's Fidelity Investments Experience September 2014 - August 2015
Job Financial Advisor Services at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2015 - Present
Fidelity Investments September 2014 - August 2015
Fidelity Investments July 2013 - September 2014
Fidelity Investments October 2012 - July 2013
Fidelity Investments February 2011 - October 2012
Citigroup June 2010 - November 2010
Citigroup June 2008 - May 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 2003 — 2008
Bachelor's Degree
Dimensional Fund Advisors August 2015 - Present
Fidelity Investments September 2014 - August 2015
Fidelity Investments July 2013 - September 2014
Fidelity Investments October 2012 - July 2013
Fidelity Investments February 2011 - October 2012
Citigroup June 2010 - November 2010
Citigroup June 2008 - May 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 2003 — 2008
Bachelor's Degree
Jeremy Haber Jeremy Haber's Fidelity Investments Experience July 2010 - April 2013
Job Electronic Trading Product Development at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Capital Markets April 2013 - Present
Fidelity Investments July 2010 - April 2013
Scotia Capital June 2009 - August 2009
Perimeter Financial May 2008 - August 2008
Dundee Securities May 2007 - June 2007
Education
Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program
Tufts University 2006 — 2010
Bachelor of Science Magna Cum Laude, Quantitative Economics and Entrepreneurial Leadership
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Fidelity Capital Markets April 2013 - Present
Fidelity Investments July 2010 - April 2013
Scotia Capital June 2009 - August 2009
Perimeter Financial May 2008 - August 2008
Dundee Securities May 2007 - June 2007
Education
Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program
Tufts University 2006 — 2010
Bachelor of Science Magna Cum Laude, Quantitative Economics and Entrepreneurial Leadership
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Tod Monchecourt's Fidelity Investments Experience September 1996 - January 1998
Job Enterprise Account Manager at Apple
Industry Computer Hardware
Experience
Apple July 2015 - Present
Salesforce.com January 2014 - July 2015
Microsoft Corporation February 2010 - April 2013
RCM Technologies (Through Acquisition of PSG) June 2009 - May 2010
Project Solutions Group, Inc (PSG) June 2002 - June 2009
Akibia Consulting Inc February 1999 - May 2002
Cambridge Communications, Inc February 1998 - February 1999
Fidelity Investments September 1996 - January 1998
Skills
Enterprise Software, Solution Selling, Cloud Computing, Pre-sales, SaaS, Sales Management, SharePoint, Marketing Strategy, Integration, Business Intelligence, Program Management, Salesforce.com, Account Management, New Business Development, Sales Process, Customer Service, Project Management, Marketing Management, Channel, Customer Satisfaction, Windows, Negotiation, Forecasting, ISV, Product Development, Solution Development, Management, Business Development, Start-ups, Channel Partners, Sales Operations, Partner Management, CRM, Direct Sales, Sales, Cross-functional Team..., Microsoft Technologies, ERP, Networking, Consulting, Security, Strategy, Leadership, Customer Relations, Business Management, Solutions Development, Professional Services, Computer Hardware, iOS, Apple Certified
Education
The University of Connecticut School of Business 1989 — 1993
Bachelor of Science, Marketing, Accounting
Simsbury High School 1985 — 1989
Apple July 2015 - Present
Salesforce.com January 2014 - July 2015
Microsoft Corporation February 2010 - April 2013
RCM Technologies (Through Acquisition of PSG) June 2009 - May 2010
Project Solutions Group, Inc (PSG) June 2002 - June 2009
Akibia Consulting Inc February 1999 - May 2002
Cambridge Communications, Inc February 1998 - February 1999
Fidelity Investments September 1996 - January 1998
Skills
Enterprise Software, Solution Selling, Cloud Computing, Pre-sales, SaaS, Sales Management, SharePoint, Marketing Strategy, Integration, Business Intelligence, Program Management, Salesforce.com, Account Management, New Business Development, Sales Process, Customer Service, Project Management, Marketing Management, Channel, Customer Satisfaction, Windows, Negotiation, Forecasting, ISV, Product Development, Solution Development, Management, Business Development, Start-ups, Channel Partners, Sales Operations, Partner Management, CRM, Direct Sales, Sales, Cross-functional Team..., Microsoft Technologies, ERP, Networking, Consulting, Security, Strategy, Leadership, Customer Relations, Business Management, Solutions Development, Professional Services, Computer Hardware, iOS, Apple Certified
Education
The University of Connecticut School of Business 1989 — 1993
Bachelor of Science, Marketing, Accounting
Simsbury High School 1985 — 1989
Rachel Savoie, CFA Rachel Savoie, CFA's Fidelity Investments Experience June 2002 - August 2002
Job Owner of Home Again Health Care, LLC & Home Again Private Care
Industry Hospital & Health Care
Experience
Home Again Health Care September 2010 - Present
Home Again Private Care 2010 - Present
Boston Private Value Investors June 2003 - March 2009
Fidelity Investments June 2002 - August 2002
Wellington Management December 1997 - April 2001
Putnam Investments August 1996 - December 1997
Skills
Financial Modeling, Equities, Investments, Business Strategy, Securities, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Insurance, Venture Capital, Corporate Finance, Mergers, Healthcare, Financial Analysis, Asset Management, Entrepreneurship, Corporate Development, Start-ups, Strategy, Portfolio Management, Finance, Risk Management, Competitive Analysis, Strategic Planning, Management Consulting, Real Estate, Business Relationship..., Forecasting, Financial Forecasting, Sales, Marketing, Healthcare Management, Home Care, Talent Acquisition, Collaboration, Corporate Structure, Home Health Agencies, Private Duty, Private Duty Nursing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Pennsylvania 1992 — 1996
BA, Economics
Home Again Health Care September 2010 - Present
Home Again Private Care 2010 - Present
Boston Private Value Investors June 2003 - March 2009
Fidelity Investments June 2002 - August 2002
Wellington Management December 1997 - April 2001
Putnam Investments August 1996 - December 1997
Skills
Financial Modeling, Equities, Investments, Business Strategy, Securities, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Insurance, Venture Capital, Corporate Finance, Mergers, Healthcare, Financial Analysis, Asset Management, Entrepreneurship, Corporate Development, Start-ups, Strategy, Portfolio Management, Finance, Risk Management, Competitive Analysis, Strategic Planning, Management Consulting, Real Estate, Business Relationship..., Forecasting, Financial Forecasting, Sales, Marketing, Healthcare Management, Home Care, Talent Acquisition, Collaboration, Corporate Structure, Home Health Agencies, Private Duty, Private Duty Nursing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Pennsylvania 1992 — 1996
BA, Economics
Een Tan Een Tan's Fidelity Investments Experience November 2013 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Harvard Business School October 2013 - Present
Greenwood Research / Alphamatician June 2005 - Present
JP Morgan Chase January 1999 - November 2000
JPMorgan Chase April 1995 - December 1998
Kidder Peabody August 1993 - December 1994
Ziegler Securities June 1992 - August 1992
Dain Rauscher April 1989 - August 1991
Skills
Loan Syndication, Investment Banking, Credit Analysis, Structured Finance, Start-ups, Analysis, Business Development, Credit, Finance, Financial Structuring, Investments, Management, Strategy, Syndications, Valuation
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Statistics
University of California, Berkeley 1983 — 1987
BS, Business Administration
Fidelity Investments November 2013 - Present
Harvard Business School October 2013 - Present
Greenwood Research / Alphamatician June 2005 - Present
JP Morgan Chase January 1999 - November 2000
JPMorgan Chase April 1995 - December 1998
Kidder Peabody August 1993 - December 1994
Ziegler Securities June 1992 - August 1992
Dain Rauscher April 1989 - August 1991
Skills
Loan Syndication, Investment Banking, Credit Analysis, Structured Finance, Start-ups, Analysis, Business Development, Credit, Finance, Financial Structuring, Investments, Management, Strategy, Syndications, Valuation
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Statistics
University of California, Berkeley 1983 — 1987
BS, Business Administration
Lynda Crossan's Fidelity Investments Experience December 2013 - Present
Job Vice President Performance Management at Fideli
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments August 2008 - November 2013
Fidelity Investments November 2007 - July 2008
Fidelity Investments January 2005 - October 2007
Fidelity Investments June 1999 - December 2003
Fidelity Investments January 1995 - May 1999
Fidelity Investments May 1993 - December 1994
Huntington National Bank April 1989 - April 1993
Skills
CRM, Marketing, Management, Cross-functional Team..., Program Management, Leadership, Marketing Communications, Strategy, Recruiting, Strategic Planning, Marketing Strategy, Training, Process Improvement, FINRA, Mutual Funds, Strategic Communications, Team Leadership, Business Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 1984 — 1989
BSBA, Marketing
Fidelity Investments December 2013 - Present
Fidelity Investments August 2008 - November 2013
Fidelity Investments November 2007 - July 2008
Fidelity Investments January 2005 - October 2007
Fidelity Investments June 1999 - December 2003
Fidelity Investments January 1995 - May 1999
Fidelity Investments May 1993 - December 1994
Huntington National Bank April 1989 - April 1993
Skills
CRM, Marketing, Management, Cross-functional Team..., Program Management, Leadership, Marketing Communications, Strategy, Recruiting, Strategic Planning, Marketing Strategy, Training, Process Improvement, FINRA, Mutual Funds, Strategic Communications, Team Leadership, Business Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 1984 — 1989
BSBA, Marketing
Parish Wilkins Parish Wilkins's Fidelity Investments Experience October 2006 - August 2007
Job Work From Home Customer Service at Groupon
Industry Education Management
Experience
Groupon June 2014 - Present
Cincinnati-Hamilton County Community Action Agency September 2013 - Present
YMCA of Greater Cincinnati September 2011 - Present
The Compass School September 2010 - July 2013
Ohio National Financial Services September 2007 - July 2009
Ohio National Financial Services 2007 - 2009
Fidelity Investments October 2006 - August 2007
Lowe's Home Improvement March 2005 - December 2006
Skills
Customer Service, Microsoft Excel, Process Improvement, Microsoft Word, Photoshop, Insurance, Sales, Customer Satisfaction, Microsoft Office, PowerPoint, Training, Leadership, Project Planning, Public Speaking, Management
Education
The University of Akron 2000 — 2005
Bachelor of Arts, Music
The University of Akron 2000 — 2005
B.A, Music
University of Cincinnati 1998 — 2000
Trotwood-Madison High School 1986 — 1990
Diploma, General Studies
Groupon June 2014 - Present
Cincinnati-Hamilton County Community Action Agency September 2013 - Present
YMCA of Greater Cincinnati September 2011 - Present
The Compass School September 2010 - July 2013
Ohio National Financial Services September 2007 - July 2009
Ohio National Financial Services 2007 - 2009
Fidelity Investments October 2006 - August 2007
Lowe's Home Improvement March 2005 - December 2006
Skills
Customer Service, Microsoft Excel, Process Improvement, Microsoft Word, Photoshop, Insurance, Sales, Customer Satisfaction, Microsoft Office, PowerPoint, Training, Leadership, Project Planning, Public Speaking, Management
Education
The University of Akron 2000 — 2005
Bachelor of Arts, Music
The University of Akron 2000 — 2005
B.A, Music
University of Cincinnati 1998 — 2000
Trotwood-Madison High School 1986 — 1990
Diploma, General Studies
Brian Opsahl's Fidelity Investments Experience 1990 - 1993
Job First Vice President, Credit Risk Management at SunTrust Bank
Industry Banking
Experience
SunTrust Bank November 2008 - Present
Capital One 2002 - 2008
Corporate Executive Board 1997 - 2001
A.T. Kearney 1995 - 1997
Fidelity Investments 1990 - 1993
Skills
Risk Management, Portfolio Management, Credit Risk, Credit, Strategy, Mergers & Acquisitions, Analytics, Financial Services, Analysis, Loans, Credit Cards, Forecasting, Banking, Enterprise Risk..., Management, Financial Risk, Mortgage Lending, Mergers, Finance
Education
The University of Chicago 1993 — 1995
MBA
The University of Chicago Booth School of Business 1993 — 1995
MBA
Yale University 1986 — 1990
BA
SunTrust Bank November 2008 - Present
Capital One 2002 - 2008
Corporate Executive Board 1997 - 2001
A.T. Kearney 1995 - 1997
Fidelity Investments 1990 - 1993
Skills
Risk Management, Portfolio Management, Credit Risk, Credit, Strategy, Mergers & Acquisitions, Analytics, Financial Services, Analysis, Loans, Credit Cards, Forecasting, Banking, Enterprise Risk..., Management, Financial Risk, Mortgage Lending, Mergers, Finance
Education
The University of Chicago 1993 — 1995
MBA
The University of Chicago Booth School of Business 1993 — 1995
MBA
Yale University 1986 — 1990
BA
Heather Onstott's Fidelity Investments Experience August 2007 - December 2008
Job
Industry Venture Capital & Private Equity
Experience
Freight Farms, INC January 2015 - Present
Mohr Collaborative December 2013 - Present
Onstott Consulting Services August 2012 - Present
LaunchCapital LLC February 2009 - Present
Nanny Caddy LLC October 2011 - August 2014
Fidelity Investments August 2007 - December 2008
The Parthenon Group June 2006 - August 2006
The Palmetto Bank April 2001 - June 2005
Wachovia Bank September 1995 - March 2001
Skills
Contract Negotiation, Financial Analysis, Financial Modeling, Managerial Finance, Credit Risk, Risk Assessment, Venture Financing, Start-up Ventures, Venture Debt, Small Business, Business Planning, Operations Management, Portfolio Management, Risk Management, Entrepreneurship, Strategy, Venture Capital, Start-ups, Strategic Partnerships, Management, Business Development, Finance, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Wofford College
BA
Freight Farms, INC January 2015 - Present
Mohr Collaborative December 2013 - Present
Onstott Consulting Services August 2012 - Present
LaunchCapital LLC February 2009 - Present
Nanny Caddy LLC October 2011 - August 2014
Fidelity Investments August 2007 - December 2008
The Parthenon Group June 2006 - August 2006
The Palmetto Bank April 2001 - June 2005
Wachovia Bank September 1995 - March 2001
Skills
Contract Negotiation, Financial Analysis, Financial Modeling, Managerial Finance, Credit Risk, Risk Assessment, Venture Financing, Start-up Ventures, Venture Debt, Small Business, Business Planning, Operations Management, Portfolio Management, Risk Management, Entrepreneurship, Strategy, Venture Capital, Start-ups, Strategic Partnerships, Management, Business Development, Finance, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Wofford College
BA
Myra Chen's Fidelity Investments Experience February 2002 - June 2006
Job Director of Advanced Analytics at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance October 2012 - March 2015
Liberty Mutual Insurance May 2010 - September 2012
Liberty Mutual Insurance July 2008 - May 2010
Citigroup June 2007 - August 2007
Fidelity Investments February 2002 - June 2006
Skills
Project Management, Strategic Planning, Financial Forecasting, Financial Modeling, Competitive Analysis, Product Management, Data Analytics, Business Strategy, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (M.B.A.)
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance October 2012 - March 2015
Liberty Mutual Insurance May 2010 - September 2012
Liberty Mutual Insurance July 2008 - May 2010
Citigroup June 2007 - August 2007
Fidelity Investments February 2002 - June 2006
Skills
Project Management, Strategic Planning, Financial Forecasting, Financial Modeling, Competitive Analysis, Product Management, Data Analytics, Business Strategy, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (M.B.A.)
Lindsay Mustard's Fidelity Investments Experience August 2008 - July 2011
Job Director of Distribution Strategy at Citizens Bank
Industry Management Consulting
Experience
Citizens Bank January 2015 - Present
The Boston Consulting Group July 2011 - January 2015
Fidelity Investments August 2008 - July 2011
The NorthBridge Group June 2007 - August 2007
Cambridge Associates 2003 - 2006
Commonwealth Financial Network 2001 - 2003
Commonwealth Financial Network 1999 - 2001
Skills
Strategic Consulting, Management Consulting, Asset Managment, Due Diligence, Financial Modeling, Portfolio Management, Financial Product..., Equities, Equity Research, Capital Markets, Hedge Funds, Investments, Financial Services, Managed Accounts, Strategy, Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Mathematics
Dover-Sherborn High School
Citizens Bank January 2015 - Present
The Boston Consulting Group July 2011 - January 2015
Fidelity Investments August 2008 - July 2011
The NorthBridge Group June 2007 - August 2007
Cambridge Associates 2003 - 2006
Commonwealth Financial Network 2001 - 2003
Commonwealth Financial Network 1999 - 2001
Skills
Strategic Consulting, Management Consulting, Asset Managment, Due Diligence, Financial Modeling, Portfolio Management, Financial Product..., Equities, Equity Research, Capital Markets, Hedge Funds, Investments, Financial Services, Managed Accounts, Strategy, Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Mathematics
Dover-Sherborn High School
David Leach's Fidelity Investments Experience 1998 - 1999
Job Principal at The Chertoff Group
Industry Investment Banking
Experience
The Chertoff Group September 2014 - Present
Becket Chimney Corners July 2012 - Present
Goldman Sachs July 2001 - August 2014
Fidelity Investments 1998 - 1999
Japonica Partners 1995 - 1998
Skills
Investment Banking, Capital Markets, Corporate Finance, Private Equity, Financial Modeling, Mergers, Valuation, Business Strategy, Corporate Development, Due Diligence, Investments, M, Mergers, Strategic Partnerships, Venture Capital, Hedge Funds
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Tufts University 1991 — 1995
The Chertoff Group September 2014 - Present
Becket Chimney Corners July 2012 - Present
Goldman Sachs July 2001 - August 2014
Fidelity Investments 1998 - 1999
Japonica Partners 1995 - 1998
Skills
Investment Banking, Capital Markets, Corporate Finance, Private Equity, Financial Modeling, Mergers, Valuation, Business Strategy, Corporate Development, Due Diligence, Investments, M, Mergers, Strategic Partnerships, Venture Capital, Hedge Funds
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Tufts University 1991 — 1995
Jude Skove's Fidelity Investments Experience 2007 - January 2009
Job Area Sales Manager at Republic Services Inc
Industry Environmental Services
Experience
Republic Services Inc September 2011 - Present
Republic Services Inc. June 2010 - September 2011
Republic Services Inc January 2009 - June 2010
Fidelity Investments 2007 - January 2009
Mercedes-Benz of Cincinnati January 1996 - July 2006
Crown Eurocars 1991 - 1996
Skills
Negotiation, Sales Management, Business Development, Customer Retention, Cold Calling, Income Statement, Account Management, Customer Satisfaction, Sales Operations, New Business Development, Business Relationship..., Sales, Team Building, Operations Management, Contract Negotiation
Education
The Ohio State University Fisher College of Business 1981 — 1985
Marketing and Logistics, Business Administration
Republic Services Inc September 2011 - Present
Republic Services Inc. June 2010 - September 2011
Republic Services Inc January 2009 - June 2010
Fidelity Investments 2007 - January 2009
Mercedes-Benz of Cincinnati January 1996 - July 2006
Crown Eurocars 1991 - 1996
Skills
Negotiation, Sales Management, Business Development, Customer Retention, Cold Calling, Income Statement, Account Management, Customer Satisfaction, Sales Operations, New Business Development, Business Relationship..., Sales, Team Building, Operations Management, Contract Negotiation
Education
The Ohio State University Fisher College of Business 1981 — 1985
Marketing and Logistics, Business Administration
Bill Johnson, CFA's Fidelity Investments Experience July 2015 - Present
Job Vice President Account Executive Institutional DCIO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments May 2013 - July 2015
Morningstar January 2011 - May 2013
Morningstar March 2007 - December 2010
Ibbotson Associates August 2003 - March 2006
American Express TBS 1999 - 2003
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Relationship Management, Wealth Management, Hedge Funds, Asset Managment, Equities, Financial Services
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Fidelity Investments July 2015 - Present
Fidelity Investments May 2013 - July 2015
Morningstar January 2011 - May 2013
Morningstar March 2007 - December 2010
Ibbotson Associates August 2003 - March 2006
American Express TBS 1999 - 2003
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Relationship Management, Wealth Management, Hedge Funds, Asset Managment, Equities, Financial Services
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Brian Oravec's Fidelity Investments Experience September 1987 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1987 - Present
Education
The Ohio State University Fisher College of Business 1982 — 1986
B.S.B.A. FINANCE
University of Pennsylvania - The Wharton School
SECURITIES INDUSTRY INSTITUTE
Fidelity Investments September 1987 - Present
Education
The Ohio State University Fisher College of Business 1982 — 1986
B.S.B.A. FINANCE
University of Pennsylvania - The Wharton School
SECURITIES INDUSTRY INSTITUTE
Tom Gehan's Fidelity Investments Experience 1995 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1995 - 2008
Education
The University of Chicago Booth School of Business 1993 — 1995
Fidelity Investments 1995 - 2008
Education
The University of Chicago Booth School of Business 1993 — 1995
Daniel Figliola's Fidelity Investments Experience 1991 - 2007
Job Managing Director at Alpine Capital Partners, LLC
Industry Investment Management
Experience
Alpine Capital Partners, LLC August 2009 - Present
Coldstream Capital Management January 2008 - July 2009
Fidelity Investments 1991 - 2007
Education
The University of Akron 1981 — 1985
BS, Finance
Alpine Capital Partners, LLC August 2009 - Present
Coldstream Capital Management January 2008 - July 2009
Fidelity Investments 1991 - 2007
Education
The University of Akron 1981 — 1985
BS, Finance
Matt Reidy's Fidelity Investments Experience 1999 - 2003
Job Portfolio Manager CMBS
Industry Investment Management
Experience
An Investment Management Firm June 2005 - Present
Fidelity Investments 1999 - 2003
Education
The Ohio State University Fisher College of Business 2003 — 2005
Oak Hills
An Investment Management Firm June 2005 - Present
Fidelity Investments 1999 - 2003
Education
The Ohio State University Fisher College of Business 2003 — 2005
Oak Hills
Brett Lamonda's Fidelity Investments Experience August 2007 - October 2010
Job Sr. Analyst at Covalent Partners LLC
Industry Investment Management
Experience
Covalent Partners LLC November 2010 - Present
Fidelity Investments August 2007 - October 2010
Education
CFA Institute 2007 — 2010
CFA Curriculum
The Tuck School of Business at Dartmouth 2007 — 2007
Tuck Business Bridge Program
University of Vermont 2002 — 2007
Biology, Math
Covalent Partners LLC November 2010 - Present
Fidelity Investments August 2007 - October 2010
Education
CFA Institute 2007 — 2010
CFA Curriculum
The Tuck School of Business at Dartmouth 2007 — 2007
Tuck Business Bridge Program
University of Vermont 2002 — 2007
Biology, Math
Rob Salvucci's Fidelity Investments Experience October 2011 - Present
Job Working hard to drive better participant outcomes for millions of Americans each day
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments 2008 - 2011
Fidelity Investments 1993 - 2008
Education
The University of Akron 1987 — 1991
Finance
GlenOak 1984 — 1987
HS
Xavier University - Williams College of Business
CFP, Certified Financial Planning
Fidelity Investments October 2011 - Present
Fidelity Investments 2008 - 2011
Fidelity Investments 1993 - 2008
Education
The University of Akron 1987 — 1991
Finance
GlenOak 1984 — 1987
HS
Xavier University - Williams College of Business
CFP, Certified Financial Planning
David Meister's Fidelity Investments Experience September 1998 - July 1999
Job Senior Consultant, Enterprise Risk & Capital Managment
Industry Financial Services
Experience
Nationwide Insurance January 2007 - Present
Nationwide December 2002 - December 2006
JPMorgan Chase March 2002 - December 2002
JPMorgan Chase March 2001 - March 2002
JPMorgan Chase September 1999 - March 2001
Fidelity Investments September 1998 - July 1999
Skills
Enterprise Risk..., Risk Management, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Insurance, Business Process..., Financial Analysis, Internal Controls, Strategic Financial..., Finance, Financial Services, Financial Modeling, Business Analysis, Underwriting, Process Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
Master of Business Administration
The Ohio State University - The Max M. Fisher College of Business 1994 — 1998
Bachelor of Science in Business Administration, Finance, General
Nationwide Insurance January 2007 - Present
Nationwide December 2002 - December 2006
JPMorgan Chase March 2002 - December 2002
JPMorgan Chase March 2001 - March 2002
JPMorgan Chase September 1999 - March 2001
Fidelity Investments September 1998 - July 1999
Skills
Enterprise Risk..., Risk Management, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Insurance, Business Process..., Financial Analysis, Internal Controls, Strategic Financial..., Finance, Financial Services, Financial Modeling, Business Analysis, Underwriting, Process Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
Master of Business Administration
The Ohio State University - The Max M. Fisher College of Business 1994 — 1998
Bachelor of Science in Business Administration, Finance, General
Thomas Hense's Fidelity Investments Experience June 2008 - Present
Job Group Chief Investment Officer
Industry Investment Management
Experience
Fidelity Investments June 2008 - Present
Fidelity Investments January 2003 - June 2008
Fidelity Investments January 2000 - January 2003
Skills
Investments, Portfolio Management, Asset Management, Equities, Alternative Investments, Mutual Funds, Valuation, Asset Allocation, Fixed Income, Investment Strategies, Strategy, Investment Management
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA
University of St. Thomas 1982 — 1986
BA
Fidelity Investments June 2008 - Present
Fidelity Investments January 2003 - June 2008
Fidelity Investments January 2000 - January 2003
Skills
Investments, Portfolio Management, Asset Management, Equities, Alternative Investments, Mutual Funds, Valuation, Asset Allocation, Fixed Income, Investment Strategies, Strategy, Investment Management
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA
University of St. Thomas 1982 — 1986
BA
Aaron Linick's Fidelity Investments Experience 1994 - 2006
Job Application Consultant at Bank of America
Industry Computer Software
Experience
Bank of America August 2006 - Present
Fidelity Investments 1994 - 2006
Skills
Banking, SQL, COBOL, Mainframe, JCL, CICS, IT Strategy, TSO, PL/SQL, Unix, Databases, Software Development, Visual Basic
Education
The Ohio State University Fisher College of Business 1984 — 1989
BSBA, Business Finance
Bank of America August 2006 - Present
Fidelity Investments 1994 - 2006
Skills
Banking, SQL, COBOL, Mainframe, JCL, CICS, IT Strategy, TSO, PL/SQL, Unix, Databases, Software Development, Visual Basic
Education
The Ohio State University Fisher College of Business 1984 — 1989
BSBA, Business Finance
Beth (Russell) Hils, MBA, PHR's Fidelity Investments Experience September 1997 - September 1998
Job Director of Human Resources at The Beechwood Home
Industry Management Consulting
Experience
The Beechwood Home February 2014 - Present
Clayton L. Scroggins & Associates, Inc. May 2010 - September 2013
Ohio National Financial Services July 2009 - April 2010
Ohio National Financial Services September 2000 - April 2010
Fidelity Investments September 1997 - September 1998
Drake Center, Inc. August 1993 - May 1997
Skills
Employee Relations, Recruiting, Personnel Management, Human Resources, Employment Law, Benefits Administration, Onboarding, Coaching, Payroll, Employee Benefits, Talent Acquisition, Applicant Tracking..., Succession Planning, Deferred Compensation
Education
Xavier University - Williams College of Business
MBA, Marketing / Human Resources
The Ohio State University Fisher College of Business
BS, Marketing
The Beechwood Home February 2014 - Present
Clayton L. Scroggins & Associates, Inc. May 2010 - September 2013
Ohio National Financial Services July 2009 - April 2010
Ohio National Financial Services September 2000 - April 2010
Fidelity Investments September 1997 - September 1998
Drake Center, Inc. August 1993 - May 1997
Skills
Employee Relations, Recruiting, Personnel Management, Human Resources, Employment Law, Benefits Administration, Onboarding, Coaching, Payroll, Employee Benefits, Talent Acquisition, Applicant Tracking..., Succession Planning, Deferred Compensation
Education
Xavier University - Williams College of Business
MBA, Marketing / Human Resources
The Ohio State University Fisher College of Business
BS, Marketing
Kathryn Doherty's Fidelity Investments Experience July 2010 - Present
Job General Management Apprentice at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Tuck Global Consultancy Program August 2009 - November 2009
Canaccord Adams June 2009 - August 2009
Merrill Lynch June 2006 - May 2008
Merrill Lynch February 2006 - May 2008
Merrill Lynch June 2003 - February 2006
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Williams College 1999 — 2003
BA, Economics
Fidelity Investments July 2010 - Present
Tuck Global Consultancy Program August 2009 - November 2009
Canaccord Adams June 2009 - August 2009
Merrill Lynch June 2006 - May 2008
Merrill Lynch February 2006 - May 2008
Merrill Lynch June 2003 - February 2006
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Williams College 1999 — 2003
BA, Economics
Rod Talaifar's Fidelity Investments Experience 1999 - 2000
Job Partner at Sangra Moller LLP
Industry Law Practice
Experience
Sangra Moller LLP July 2012 - Present
The University of British Columbia September 2012 - Present
Sangra Moller LLP May 2008 - July 2012
Blender Media September 2001 - August 2004
Fidelity Investments 1999 - 2000
Skills
Corporate Finance, Corporate Governance, Corporate Law, Legal Advice, Legal Research, Legal Writing, Mergers, Securities
Education
The University of British Columbia 2004 — 2007
LLB, Law
The University of British Columbia 1996 — 2001
B.A., Political Science / Economics
Sangra Moller LLP July 2012 - Present
The University of British Columbia September 2012 - Present
Sangra Moller LLP May 2008 - July 2012
Blender Media September 2001 - August 2004
Fidelity Investments 1999 - 2000
Skills
Corporate Finance, Corporate Governance, Corporate Law, Legal Advice, Legal Research, Legal Writing, Mergers, Securities
Education
The University of British Columbia 2004 — 2007
LLB, Law
The University of British Columbia 1996 — 2001
B.A., Political Science / Economics
Christine Selmi's Fidelity Investments Experience June 1994 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1994 - Present
Skills
Financial Modeling, Mutual Funds, Financial Services, Investments, Equities
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, General Management
Yale University 1982 — 1986
BA, Applied Mathematics, Management Science
Fidelity Investments June 1994 - Present
Skills
Financial Modeling, Mutual Funds, Financial Services, Investments, Equities
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, General Management
Yale University 1982 — 1986
BA, Applied Mathematics, Management Science
Matthew Latzy's Fidelity Investments Experience 1993 - 1996
Job Police Officer/FF/EMT
Industry Law Enforcement
Experience
City of Cincinnati January 1999 - Present
City of Mt.Healthy November 2012 - September 2013
City of Wyoming March 2012 - April 2013
Butler County Sheriff's Department October 1996 - December 1998
Fidelity Investments 1993 - 1996
Skills
Enforcement, Police, Fraud, Arson, Public Safety, Criminal Investigations, Criminal Justice, Emergency Management, Evidence, Emergency Services, Firefighting, Interrogation, EMS, Background Checks, Weapons of Mass..., NIMS, Patrol, Rescue, Firearms, Crime Prevention, Law Enforcement..., Investigation, First Responder, Taser, Fire Investigation, Disaster Response, Community Policing, Surveillance, Crime Scene..., Security Operations, Fire Suppression Systems, Police Training, Evidence Collection, Life Safety, Corporate Security, Criminal Law, First Aid, Forensic Analysis, Private Investigations
Education
Xavier University 1999 — 2001
M.S., Constitutional Law/Law Enforcement
University of Cincinnati 1989 — 1991
B.S., Criminal Justice/Law Enforcement
The University of Akron 1987 — 1989
N/A, Criminal Justice/Sociology
The Moeller High School 1983 — 1987
City of Cincinnati January 1999 - Present
City of Mt.Healthy November 2012 - September 2013
City of Wyoming March 2012 - April 2013
Butler County Sheriff's Department October 1996 - December 1998
Fidelity Investments 1993 - 1996
Skills
Enforcement, Police, Fraud, Arson, Public Safety, Criminal Investigations, Criminal Justice, Emergency Management, Evidence, Emergency Services, Firefighting, Interrogation, EMS, Background Checks, Weapons of Mass..., NIMS, Patrol, Rescue, Firearms, Crime Prevention, Law Enforcement..., Investigation, First Responder, Taser, Fire Investigation, Disaster Response, Community Policing, Surveillance, Crime Scene..., Security Operations, Fire Suppression Systems, Police Training, Evidence Collection, Life Safety, Corporate Security, Criminal Law, First Aid, Forensic Analysis, Private Investigations
Education
Xavier University 1999 — 2001
M.S., Constitutional Law/Law Enforcement
University of Cincinnati 1989 — 1991
B.S., Criminal Justice/Law Enforcement
The University of Akron 1987 — 1989
N/A, Criminal Justice/Sociology
The Moeller High School 1983 — 1987
Nathan Cluxton CFP®'s Fidelity Investments Experience March 2000 - February 2009
Job Financial Advisor with BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors May 2009 - Present
Fidelity Investments March 2000 - February 2009
United Rentals January 1998 - September 1999
Skills
Investments, Asset Allocation, Strategic Financial..., Insurance, Managed Money, Charities, Mutual Funds, Fixed Annuities, Portfolio Management, Asset, Tax, Series 7, Wealth Management, Retirement Planning, Retirement, Investment Advisory, 401k, Uniform Combined State..., IRAs, Series 65
Education
The Ohio State University Fisher College of Business 1992 — 1996
B.S.B.A, Accounting
St. Xavier High School Cincinnati,OH 1988 — 1992
Graduated with honors
BMO Harris Financial Advisors May 2009 - Present
Fidelity Investments March 2000 - February 2009
United Rentals January 1998 - September 1999
Skills
Investments, Asset Allocation, Strategic Financial..., Insurance, Managed Money, Charities, Mutual Funds, Fixed Annuities, Portfolio Management, Asset, Tax, Series 7, Wealth Management, Retirement Planning, Retirement, Investment Advisory, 401k, Uniform Combined State..., IRAs, Series 65
Education
The Ohio State University Fisher College of Business 1992 — 1996
B.S.B.A, Accounting
St. Xavier High School Cincinnati,OH 1988 — 1992
Graduated with honors
Kel Ross's Fidelity Investments Experience July 2015 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments September 2011 - June 2015
Fidelity Investments November 2007 - August 2011
Fidelity Investments December 2009 - April 2010
The Ohio State University September 2005 - June 2007
Skills
Series 6, Series 63, Mutual Funds, 401k, Call Center, Financial Analysis, Customer Service, Project Management
Education
University of Cincinnati 2011 — 2013
Master of Science (MS), Accounting
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Marketing, Economics
Fidelity Investments July 2015 - Present
Fidelity Investments September 2011 - June 2015
Fidelity Investments November 2007 - August 2011
Fidelity Investments December 2009 - April 2010
The Ohio State University September 2005 - June 2007
Skills
Series 6, Series 63, Mutual Funds, 401k, Call Center, Financial Analysis, Customer Service, Project Management
Education
University of Cincinnati 2011 — 2013
Master of Science (MS), Accounting
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Marketing, Economics
Terrence Smith Jr., CPC, QPA, QKA's Fidelity Investments Experience 2005 - 2009
Job Assistant Vice President, Account Manager at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group 2009 - Present
Fidelity Investments 2005 - 2009
Wachovia, A Wells Fargo Company September 2002 - June 2005
Charles Schwab January 1996 - September 2002
Skills
Investments, 401k, Insurance, Mutual Funds, Securities, Retirement Planning, Investment Advisory, Retirement, Asset Allocation, Finance, Relationship Management, Series 63
Education
The University of Akron
BSBA, Finance/Accounting
USI Consulting Group 2009 - Present
Fidelity Investments 2005 - 2009
Wachovia, A Wells Fargo Company September 2002 - June 2005
Charles Schwab January 1996 - September 2002
Skills
Investments, 401k, Insurance, Mutual Funds, Securities, Retirement Planning, Investment Advisory, Retirement, Asset Allocation, Finance, Relationship Management, Series 63
Education
The University of Akron
BSBA, Finance/Accounting
Kristen Wermuth Dougherty's Fidelity Investments Experience August 2012 - Present
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2012 - Present
Pzena Investment Management October 2009 - August 2012
Goldman Sachs June 2008 - August 2008
Bain Capital March 2005 - July 2007
Bain and Company 2002 - 2005
Skills
Valuation, Financial Modeling, LBO, Due Diligence, Equities, Fixed Income, Investment Management, Value Investing, High Yield, Private Equity, Equity Research, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
University of Pennsylvania - The Wharton School 1998 — 2002
BS Economics, Finance, Management, Marketing
Fidelity Investments August 2012 - Present
Pzena Investment Management October 2009 - August 2012
Goldman Sachs June 2008 - August 2008
Bain Capital March 2005 - July 2007
Bain and Company 2002 - 2005
Skills
Valuation, Financial Modeling, LBO, Due Diligence, Equities, Fixed Income, Investment Management, Value Investing, High Yield, Private Equity, Equity Research, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
University of Pennsylvania - The Wharton School 1998 — 2002
BS Economics, Finance, Management, Marketing
Matthew Orr, CFP®'s Fidelity Investments Experience February 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
AIG/Variable Annuity Life Insurance Corporation April 2004 - September 2012
Nationwide Retirement Solutions March 2000 - April 2004
Nationwide Advisory Services July 1998 - March 2000
Skills
Mutual Funds, Long Term Care, Term Life Insurance, Financial Planning, Retirement, Brokerage, Equities, Fixed Income, Fixed Annuities, Annuities, Strategic Financial..., Variable Annuities
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
Bachelor's Degree, Business Administration; Finance
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
AIG/Variable Annuity Life Insurance Corporation April 2004 - September 2012
Nationwide Retirement Solutions March 2000 - April 2004
Nationwide Advisory Services July 1998 - March 2000
Skills
Mutual Funds, Long Term Care, Term Life Insurance, Financial Planning, Retirement, Brokerage, Equities, Fixed Income, Fixed Annuities, Annuities, Strategic Financial..., Variable Annuities
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
Bachelor's Degree, Business Administration; Finance
Rasheem Banks's Fidelity Investments Experience April 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2013 - Present
Fidelity Investments June 2012 - October 2013
Fidelity Investments May 2011 - June 2012
Skills
Series 63, Series 7, Series 66, Health Insurance, Life Insurance
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
Fidelity Investments April 2015 - Present
Fidelity Investments October 2013 - Present
Fidelity Investments June 2012 - October 2013
Fidelity Investments May 2011 - June 2012
Skills
Series 63, Series 7, Series 66, Health Insurance, Life Insurance
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
Ryan Rettig's Fidelity Investments Experience June 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Walgreens June 2007 - June 2010
Morgan Stanley Smith Barney October 2007 - June 2009
Skills
Investments, Portfolio Management, Finance, Financial Advisory, Financial Analysis, Microsoft Excel, Financial Modeling, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Retail, Accounting, Access
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance & Real Estate
Fidelity Investments June 2014 - Present
Walgreens June 2007 - June 2010
Morgan Stanley Smith Barney October 2007 - June 2009
Skills
Investments, Portfolio Management, Finance, Financial Advisory, Financial Analysis, Microsoft Excel, Financial Modeling, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Retail, Accounting, Access
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance & Real Estate
Matthew Crimmings, CFP®'s Fidelity Investments Experience January 2015 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - December 2014
Fidelity Investments October 2010 - June 2012
Fidelity Investments November 2009 - October 2010
Metropolitan June 2007 - September 2009
Skills
Investments, Series 7, Mutual Funds, Financial Analysis, Financial Modeling, Securities, Series 63, Insurance, Microsoft Excel, PowerPoint, Financial Services, Equities, Strategic Financial..., Fixed Income, Wealth Management, Microsoft Office, Microsoft Word, Portfolio Management
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science, Finance
The Institute at Palazzo Rucellai 2008 — 2008
Business
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - December 2014
Fidelity Investments October 2010 - June 2012
Fidelity Investments November 2009 - October 2010
Metropolitan June 2007 - September 2009
Skills
Investments, Series 7, Mutual Funds, Financial Analysis, Financial Modeling, Securities, Series 63, Insurance, Microsoft Excel, PowerPoint, Financial Services, Equities, Strategic Financial..., Fixed Income, Wealth Management, Microsoft Office, Microsoft Word, Portfolio Management
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science, Finance
The Institute at Palazzo Rucellai 2008 — 2008
Business
Howard McElfresh's Fidelity Investments Experience 1989 - 1998
Job Portfolio Manager at Morgan Asset Management
Industry Investment Management
Experience
Morgan Asset Management Portfolio ManagerBank One1999 - 2002
Fidelity Investments 1989 - 1998
Education
The University of Akron 1983 — 1986
Morgan Asset Management Portfolio ManagerBank One1999 - 2002
Fidelity Investments 1989 - 1998
Education
The University of Akron 1983 — 1986
Phil Kraft's Fidelity Investments Experience April 2005 - March 2006
Job Senior Client Service Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2006 - Present
Fidelity Investments April 2005 - March 2006
Education
The University of Akron 1980 — 1985
Bachelor, Business Admin/Marketing
Charles Schwab April 2006 - Present
Fidelity Investments April 2005 - March 2006
Education
The University of Akron 1980 — 1985
Bachelor, Business Admin/Marketing
Kristen Balderston's Fidelity Investments Experience October 2014 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
The MENTOR Network March 2014 - August 2014
reacHIRE January 2014 - April 2014
Community Consulting Teams Boston (CCT Boston) January 2013 - May 2013
William Beadleston, Inc. July 1988 - July 1989
Cornell University October 1986 - June 1988
James River Corporation July 1985 - June 1986
Parker Brothers/Subsidiary of General Mills July 1984 - May 1985
Harris Bank June 1981 - August 1982
Harris Bank August 1980 - June 1981
Skills
Organizational..., Administration, Analysis, Proficient in Microsoft..., System Administration, Public Speaking, Marketing, Management, Editing, Sales, Community Outreach, Nonprofits, Fundraising, Program Management, Marketing Communications, Strategy, Leadership, Microsoft Office, Strategic Planning, Event Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
MBA, Management and Marketing
University of Illinois at Urbana-Champaign 1976 — 1980
B.S., Psychology; Business Administration
Fidelity Investments October 2014 - Present
The MENTOR Network March 2014 - August 2014
reacHIRE January 2014 - April 2014
Community Consulting Teams Boston (CCT Boston) January 2013 - May 2013
William Beadleston, Inc. July 1988 - July 1989
Cornell University October 1986 - June 1988
James River Corporation July 1985 - June 1986
Parker Brothers/Subsidiary of General Mills July 1984 - May 1985
Harris Bank June 1981 - August 1982
Harris Bank August 1980 - June 1981
Skills
Organizational..., Administration, Analysis, Proficient in Microsoft..., System Administration, Public Speaking, Marketing, Management, Editing, Sales, Community Outreach, Nonprofits, Fundraising, Program Management, Marketing Communications, Strategy, Leadership, Microsoft Office, Strategic Planning, Event Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
MBA, Management and Marketing
University of Illinois at Urbana-Champaign 1976 — 1980
B.S., Psychology; Business Administration
Arlene Valis's Fidelity Investments Experience April 2011 - Present
Job Financial Manager
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Citibank, N.A. Jacksonville Florida February 2003 - December 2010
Citicards February 2003 - December 2010
Education
The University of Connecticut School of Business 1979 — 1983
Business, Management, Marketing, and Related Support Services
University of Connecticut 1979 — 1983
BS in Business Administration, Marketing
Fidelity Investments April 2011 - Present
Citibank, N.A. Jacksonville Florida February 2003 - December 2010
Citicards February 2003 - December 2010
Education
The University of Connecticut School of Business 1979 — 1983
Business, Management, Marketing, and Related Support Services
University of Connecticut 1979 — 1983
BS in Business Administration, Marketing
Matthew Matt Grech's Fidelity Investments Experience 1996 - 2000
Job President at Grech Capital LLC
Industry Investment Management
Experience
Grech Capital LLC 2003 - Present
Zweig-Dimenna Associates 2001 - 2002
Fidelity Investments 1996 - 2000
Skills
Hedge Funds, Venture Capital, Equity Research, Financial Analysis, Asset Management
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA
California State University, Sacramento 1989 — 1991
BS, Business Administration
Grech Capital LLC 2003 - Present
Zweig-Dimenna Associates 2001 - 2002
Fidelity Investments 1996 - 2000
Skills
Hedge Funds, Venture Capital, Equity Research, Financial Analysis, Asset Management
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA
California State University, Sacramento 1989 — 1991
BS, Business Administration
Jane Cummings Mahan's Fidelity Investments Experience May 2007 - November 2014
Job VP Solution Architect at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank April 2015 - Present
Fidelity Investments May 2007 - November 2014
Evergreen Investments 2004 - 2007
Contracts - Corp to Corp 1998 - 2004
Skills
Agile Methodologies, Business Analysis, Disaster Recovery, Enterprise Architecture, Java Enterprise Edition, Linux, Oracle, PL/SQL, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Software Project..., Spring, Unix, Unix Shell Scripting, Web Services, XML, Vendor Management
Education
ECSU
BS, Mathematics
ECSU
BA, Fine Arts
The University of Bolton
Visual Arts - Engineering
Citizens Bank April 2015 - Present
Fidelity Investments May 2007 - November 2014
Evergreen Investments 2004 - 2007
Contracts - Corp to Corp 1998 - 2004
Skills
Agile Methodologies, Business Analysis, Disaster Recovery, Enterprise Architecture, Java Enterprise Edition, Linux, Oracle, PL/SQL, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Software Project..., Spring, Unix, Unix Shell Scripting, Web Services, XML, Vendor Management
Education
ECSU
BS, Mathematics
ECSU
BA, Fine Arts
The University of Bolton
Visual Arts - Engineering
Daniel Villamagna's Fidelity Investments Experience August 2007 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Fidelity Investments January 2003 - July 2007
Fidelity Investments January 2000 - January 2003
Fidelity Investments June 1997 - January 2000
Fidelity Investments June 1995 - June 1997
Fidelity Investments September 1993 - June 1995
Skills
401k, Mutual Funds, Financial Services, Retirement, Investments, Asset Allocation, Asset Management, Relationship Management, Investment Advisory, Series 6, Project Management, Team Leadership, Strategic Planning, Event Management
Education
Xavier University 1996 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1988 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Fidelity Investments August 2007 - Present
Fidelity Investments January 2003 - July 2007
Fidelity Investments January 2000 - January 2003
Fidelity Investments June 1997 - January 2000
Fidelity Investments June 1995 - June 1997
Fidelity Investments September 1993 - June 1995
Skills
401k, Mutual Funds, Financial Services, Retirement, Investments, Asset Allocation, Asset Management, Relationship Management, Investment Advisory, Series 6, Project Management, Team Leadership, Strategic Planning, Event Management
Education
Xavier University 1996 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1988 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Sean Glazier's Fidelity Investments Experience June 2005 - 2010
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2010 - Present
Fidelity Investments June 2005 - 2010
Skills
Series 7, Series 63, Series 65, Mutual Funds, Valuation, Investment Advisory, Investment Strategies, Asset Allocation, Retirement Planning, Retirement Plan..., Fixed Income, Fixed Annuities, Variable Annuities, 529 Plans, DCF Valuation, Financial Analysis, Unified Managed Accounts, Separately Managed..., IRAs, Alternative Investments
Education
University of Southern California 2011 — 2014
Master of Business Administration (M.B.A.)
The Ohio State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
E*TRADE Financial June 2010 - Present
Fidelity Investments June 2005 - 2010
Skills
Series 7, Series 63, Series 65, Mutual Funds, Valuation, Investment Advisory, Investment Strategies, Asset Allocation, Retirement Planning, Retirement Plan..., Fixed Income, Fixed Annuities, Variable Annuities, 529 Plans, DCF Valuation, Financial Analysis, Unified Managed Accounts, Separately Managed..., IRAs, Alternative Investments
Education
University of Southern California 2011 — 2014
Master of Business Administration (M.B.A.)
The Ohio State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Scott Flaherty's Fidelity Investments Experience November 1995 - September 1997
Job Financial Services and Legal Professional
Industry Financial Services
Experience
Star City Cafe November 2009 - May 2012
Jeffrey M. Verdon Law Group, LLP February 2004 - February 2010
Katten Muchin Rosenman LLP October 2002 - April 2003
Shaker Investments, LLC September 1997 - June 1999
Fidelity Investments November 1995 - September 1997
Education
University of California, Berkeley - School of Law 1999 — 2002
Doctor of Law (J.D.)
University of Cincinnati 1996 — 1996
Master (MBA) Level Coursework in Financial Accounting and Economics
The Ohio State University 1991 — 1995
Bachelor of Arts (B.A.), Mathematics
Star City Cafe November 2009 - May 2012
Jeffrey M. Verdon Law Group, LLP February 2004 - February 2010
Katten Muchin Rosenman LLP October 2002 - April 2003
Shaker Investments, LLC September 1997 - June 1999
Fidelity Investments November 1995 - September 1997
Education
University of California, Berkeley - School of Law 1999 — 2002
Doctor of Law (J.D.)
University of Cincinnati 1996 — 1996
Master (MBA) Level Coursework in Financial Accounting and Economics
The Ohio State University 1991 — 1995
Bachelor of Arts (B.A.), Mathematics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank