Fidelity Investments

Industry: Financial services company

Description

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

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Fidelity Investments Employees

Employee
Years
Job
Industry
Joshua MacFall Joshua MacFall Dallas/Fort Worth Area Details
Joshua MacFall's Fidelity Investments Experience February 2008 - January 2010
Job General Manager & Marketing Strategist at The White House Denton
Industry Media Production
Experience
The White House Denton   May 2015 - Present
Triton Culture   January 2014 - Present
And It's Organic   September 2013 - March 2015
Square 205  June 2013 - January 2015
RDM Productions   May 2012 - June 2013
Storied Productions LLC   May 2009 - May 2012
Fidelity Investments   February 2008 - January 2010
Adventure Kids Playcare  June 2005 - December 2007

Skills
Video Editing, Final Cut Pro, Video, Entertainment, Directing, Adobe Creative Suite, Producing, Videography, Video Production, Management, Avid Media Composer, Marketing Strategy, Public Speaking, Final Cut Studio, Creative Direction, DVD Studio Pro, Post Production, Film Production, Feature Films, Web Content, Documentaries, Media Production, Final Draft, Final Cut Express, Creative Writing, After Effects, Photoshop, Motion Graphics, Photography, Digital Media, Cinematography, Social Media, Web Video, Screenwriting, Music Videos, Short Films, Entrepreneurship, Internet Entrepreneur, New Business Development, Lean Startup, Digital Marketing, Project Management, Film, Editing, Mouse Handling, Notepad

Education
University of Phoenix   2013 — 2015
Marketing & Sales, Business/Corporate Communications

University of North Texas   2004 — 2007
RTVF

Tyler Junior College   2003 — 2004
Theater

Wylan Simpson Wylan Simpson New York, New York Details
Wylan Simpson's Fidelity Investments Experience June 2013 - August 2013
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc.   July 2015 - Present
Oppenheimer & Co. Inc.   June 2014 - August 2014
Fidelity Investments   June 2013 - August 2013
Redwood Coast Financial Partners   May 2012 - August 2012
Internews Network  May 2012 - August 2012

Skills
Financial Modeling, Bloomberg Terminal, Entrepreneurship, Stata, Valuation, Financial Accounting, Excel, VBA, C++, C, Equities, Team Leadership, Microsoft Excel

Education
Tufts University   2011 — 2015
Bachelor of Arts (B.A.), Economics; Minor in Computer Science, Senior

Arcata High School   2007 — 2011

Nick Palange Nick Palange Greater Boston Area Details
Nick Palange's Fidelity Investments Experience October 2006 - December 2007
Job HCM Practice Lead at DayNine Consulting
Industry Human Resources
Experience
DayNine Consulting  July 2015 - Present
DayNine Consulting  December 2014 - July 2015
DayNine Consulting, Inc.   March 2013 - December 2014
DayNine Consulting  August 2012 - March 2013
DayNine Consulting  January 2012 - August 2012
DayNine Consulting  November 2011 - January 2012
Mercer  December 2007 - September 2011
Fidelity Investments   October 2006 - December 2007

Skills
Employee Benefits, Process Improvement, Workday, Benefits Administration, HRIS, PeopleSoft, Human Resources, HR Consulting, Microsoft Office, global HCM, Software Implementation

Education
Tufts University   2000 — 2004
BA, Political Science

Amanda Stockwell Amanda Stockwell Raleigh-Durham, North Carolina Area Details
Amanda Stockwell's Fidelity Investments Experience July 2013 - April 2015
Job VP User Experience at 352 Inc.
Industry Research
Experience
352 Inc.  April 2015 - Present
Vitamin T/Aquent   March 2013 - Present
MaxPoint  December 2013 - April 2015
Fidelity Investments   July 2013 - April 2015
352 Media Group  February 2013 - April 2015
Staples  November 2011 - October 2014
adidas group  2012 - 2012
iContact  November 2008 - November 2011
Wiklund Research and Design   October 2007 - May 2008
Tufts Center for Engineering Education Outreach   February 2006 - May 2008

Skills
Usability Testing, Interaction Design, User Research, User Experience, Personas, Contextual Inquiry, Paper Prototyping, Heuristic Evaluation, Usability Design, Survey Research, User Scenarios, Scrum, Agile Methodologies, Competitive Analysis, Focus Groups, Beta Management, Persona, Usability Engineering, User-centered Design, Human Computer..., Usability, Email Marketing, Human Factors, Card Sorting, User Interface, Information Architecture, Wire Framing, Information Design, Accessibility, Visual Design, Task Analysis, User Interface Design, User Experience Design, Experience Design, Iterative Design, Site Maps, Mobile Design, Design Strategy, Mobile Applications, User Stories, Service Design, Design Thinking, Web Analytics, Mockups, Axure, OmniGraffle, Rapid Prototyping, Adobe Fireworks, Web Standards, Web Project Management

Education
Tufts University   2004 — 2008
Bachelor's Degree, Human Factors Engineering, Engineering Psychology

TJ Salunga TJ Salunga San Francisco, California Details
TJ Salunga's Fidelity Investments Experience August 2011 - December 2012
Job VP, Financial Consultant at SigFig
Industry Investment Management
Experience
SigFig  January 2014 - Present
TD Ameritrade  December 2012 - December 2013
Fidelity Investments   August 2011 - December 2012
Scottrade  February 2009 - August 2011

Skills
Investment Management, Stock Market, Personal Financial..., Tactical Asset..., Wealth Management..., Financial Technology, Series 7, Series 66, Series 63, Life & Health Insurance..., 401k, IRAs, Retirement Planning, Financial Risk...

Education
UC Irvine
Bachelor of Arts (BA), Economics

UCLA Extension Corporate Education & Custom Programs   2010 — 2011
Certificate, Personal Financial Planning

Al Lee Al Lee San Francisco Bay Area Details
Al Lee's Fidelity Investments Experience December 2007 - January 2014
Job Director, Client Success at DropThought
Industry Information Technology and Services
Experience
Fidelity Investments   December 2007 - January 2014
Fidelity Investments   December 2004 - December 2007
Fidelity Investments   December 1996 - December 2004

Skills
Agile Methodologies, Business Analysis, Financial Services, SDLC, Technology Integration, Mutual Funds, Technical Presentations, Photography, Technology Research, Innovation, Client Presentation, Project Management, Strategy, 3D Printing, Microsoft Technologies, Robotics, Computer Gaming, Program Management, Enterprise Software, Cross-functional Team..., Software Development, Analytics, Thought Leadership, Management, Entrepreneurship, Enterprise Architecture, System Architecture, IT Strategy, Software Project...

Education
Tufts University
BS, Electrical Engineering

Sean Butze Sean Butze Greater Boston Area Details
Sean Butze's Fidelity Investments Experience May 2008 - August 2008
Job Research Assistant at Tufts University
Industry Internet
Experience
Tufts University  January 2014 - Present
Raideus Interactive   April 2011 - Present
ReTargeter  June 2014 - August 2014
Growth Spark  September 2011 - January 2014
Growth Spark  September 2011 - December 2012
Crimson Hexagon  June 2010 - February 2011
Social Entrepreneur Corps  May 2009 - July 2009
Sonic Frontiers   September 2006 - June 2009
Fidelity Investments   May 2008 - August 2008

Skills
CSS, Web Development, Web Applications, PHP, HTML, JavaScript, jQuery, HTML 5, CMS, MySQL, XML, E-commerce, Linux System..., C, C++, Bash, LAMP, Java, Python, R, Spring MVC, Ruby, Ruby on Rails, Node.js, SQL, Machine Learning

Education
Tufts University   2014 — 2016
MS, Computer Science

The University of Connecticut   2006 — 2010
BS, Business Administration

Lindsey Hagopian Lindsey Hagopian Greater Boston Area Details
Lindsey Hagopian's Fidelity Investments Experience September 2007 - November 2008
Job
Industry Marketing and Advertising
Experience
Horizon Media  January 2014 - Present
BPN Worldwide  July 2013 - December 2013
Universal McCann  February 2012 - July 2013
Initiative  June 2011 - February 2012
Sharp Communications  January 2009 - April 2011
Fidelity Investments   September 2007 - November 2008
MPG/Arnold   November 2005 - September 2007

Skills
Media Buying, Media Planning, Digital Media, Integrated Marketing, Negotiation, New Business Development, Strategic Planning, Advertising, Non-profit Leadership, Fundraising, Non-profit Program..., Online Advertising, Digital Marketing

Education
New York University SCPS   2011 — 2011
Course

Union College   2001 — 2005
BA

Andover High School   1997 — 2001

Edward Fleck Edward Fleck Boston, Massachusetts Details
Edward Fleck's Fidelity Investments Experience March 2003 - October 2005
Job Managing Director at Housatonic Advisors LLC
Industry Management Consulting
Experience
Housatonic Advisors LLC   January 2013 - Present
TenMarks Education  November 2008 - Present
DST Global Solutions  February 2009 - October 2012
NICSA  September 2005 - October 2012
Hill House  June 2008 - June 2010
EMC Consulting  October 2005 - January 2009
Fidelity Investments   March 2003 - October 2005
Accenture  June 1986 - October 2002

Skills
Program Management, Capital Markets, Banking, Vendor Management, Insurance, Contract Negotiation, Product Management, Change Management, Financial Services, IT Strategy, Risk Management, Business Development, Project Management, Brokerage, Data Management, Investment Management, IT Management, IT Transformation, Investment Operations, Due Diligence

Education
Tulane University - A.B. Freeman School of Business   1984 — 1986
MBA

University of Massachusetts, Amherst   1980 — 1984
BA

Christine Busaba Christine Busaba Cambridge, Massachusetts Details
Christine Busaba's Fidelity Investments Experience June 2012 - August 2012
Job Distribution & Marketing Analyst at Liberty Mutual Insurance
Industry Marketing and Advertising
Experience
Liberty Mutual Insurance  June 2013 - Present
The Tufts Daily  August 2012 - May 2013
Fidelity Investments   June 2012 - August 2012
Peer Health Exchange  September 2010 - May 2011

Skills
Economics, Marketing, Research, Entrepreneurship, Analysis

Education
Tufts University   2009 — 2013
Bachelor of Arts (B.A.), Quantitative Economics and International Relations, Magna Cum Laude

Université de Paris-1 Panthéon Sorbonne,   2012 — 2012

Andrea Poldoian Andrea Poldoian Chicago, Illinois Details
Andrea Poldoian's Fidelity Investments Experience June 2007 - August 2007
Job Vice President at Winona Capital Management
Industry Venture Capital & Private Equity
Experience
Winona Capital Management  August 2014 - Present
Kinsale Capital Partners   February 2013 - June 2014
Hyde Park Angels  May 2013 - September 2013
Harris Williams & Co.   April 2010 - July 2012
Stonebridge Associates  October 2009 - April 2010
Chaffe & Associates   September 2008 - May 2009
Westfield Capital Management  May 2008 - August 2008
Fidelity Investments   June 2007 - August 2007

Skills
Bloomberg, Financial Modeling, Investment Banking, Equity Research, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, LBO, Venture Capital, Equities, Corporate Development, Business Valuation

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

Tulane University - A.B. Freeman School of Business   2005 — 2009
Bachelor of Science (BS), Finance, Management, Psychology

Giulio Batterman Giulio Batterman Boston, Massachusetts Details
Giulio Batterman's Fidelity Investments Experience July 2015 - Present
Job Consulting Analyst at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments   July 2015 - Present
Bank of America Merrill Lynch  June 2014 - August 2014
Tufts Venture Fund   January 2013 - December 2013
Fidelity Investments   June 2013 - August 2013

Skills
Financial Modeling, Market Research, Portfolio Management, Management, Start-ups, Economic Modeling

Education
Tufts University   2011 — 2015
Summa Cum Laude, Bachelor of Science with a double major in Mathematics and Quantitative Economics

Frank Ng Frank Ng Greater Boston Area Details
Frank Ng's Fidelity Investments Experience May 2003 - September 2004
Job Senior Systems Engineer at Raytheon
Industry Defense & Space
Experience
Raytheon  June 2006 - Present
BlackRock, Inc.   March 2006 - June 2006
Apple Computer  February 2006 - June 2006
Tyco Electronics, M/A-COM   June 2005 - September 2005
Fidelity Investments   May 2003 - September 2004

Skills
Integration, Requirements Analysis, Radar, Systems Engineering, Six Sigma, C, C++, Requirements Management, Analysis, Programming, Engineering, Software Documentation, System Architecture, Testing

Education
Tufts University   2002 — 2006
BS

Tabor Academy   1998 — 2002

Shannon M. Gath, PMP Shannon M. Gath, PMP Greater Boston Area Details
Shannon M. Gath, PMP's Fidelity Investments Experience February 2015 - Present
Job Vice President, Chief of Staff and Head of Enterprise Program Management Office (ePMO) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Fidelity Investments   January 2014 - Present
Fidelity Investments, Personal Investing Technology   April 2013 - Present
Vertex Pharmaceuticals  February 2012 - November 2012
Vertex Pharmaceuticals  June 2004 - February 2011
Empirix  January 2001 - June 2007
Empirix  1999 - 2001
Cambridge Viscosity (formerly Cambridge Applied Systems)   1995 - 1999

Skills
Portfolio Management, PMO, Management, Change Management, PMP, Oracle E-Business Suite, Project Management, ITIL, Project Portfolio..., Process Improvement, Six Sigma, Cross-functional Team..., Leadership, Strategic Planning, SDLC, Training, Enterprise Software, Organizational..., Vendor Management, SharePoint, Risk Management, IT Strategy, Program Management

Education
Tufts University
Bachelor's of Science, Mechanical Engineering

BU Corporate Education Center
Master's Certificate, Project Management

BU Corporate Education Center
Certificate, Business Analysis

Skillsoft
Six Sigma Champion Program

The Counsel for Service Management
Certificate in IT Service Management, ITIL

Dan Wagner Dan Wagner Greater Boston Area Details
Dan Wagner's Fidelity Investments Experience 2003 - 2006
Job Financial Advisor, Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial  March 2015 - Present
Merrill Lynch  2011 - 2015
John Hancock Financial Services  2006 - 2008
Fidelity Investments   2003 - 2006
Gruntal & Co.   1995 - 2000

Education
University of Massachusetts, Amherst   1985 — 1987
Bachelor's Degree, Economics/Finance

Union College   1982 — 1985
Engineering/Economics

Brian Shapiro Brian Shapiro Greater Boston Area Details
Brian Shapiro's Fidelity Investments Experience February 2005 - December 2005
Job Regional Property Manager at The Dolben Company, Inc.
Industry Real Estate
Experience
The Dolben Company, Inc.   December 2013 - Present
The Dolben Company  August 2006 - December 2013
The Dolben Company  December 2005 - August 2006
Fidelity Investments   February 2005 - December 2005

Skills
Leases, Property Management, Real Estate, Residential Homes, Apartments, Financial Analysis, Negotiation, Budgets, Marketing, Sales, Investment Properties, Real Estate Transactions, Customer Service, Real Estate Development, Accounting, Investments, Training, Rentals, Team Building, Microsoft Excel

Education
Tufts University   1999 — 2003

Phillips Exeter Academy   1998 — 1999

Swampscott High School   1995 — 1998

Dana Wharton Dana Wharton Greater Boston Area Details
Dana Wharton's Fidelity Investments Experience August 2013 - Present
Job Lead Infrastructure Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Wipro Technologies  February 2012 - July 2013
Modis  2011 - February 2012
Fidelity Investments   1995 - October 2010
The Boston Company  1987 - 1994
CSC Partners  1980 - 1987

Skills
JCL, CICS, VSAM, TSO, Fileaid, COBOL, Endevor, SPUFI, QMF, DB2, Intertest, z/OS, PL/1, IDMS, JES2, Control-M, Platinum, Microsoft Office, TCP/IP, Technical Writing, User Interface Design, Easytrieve, MVS, IBM Utilities, IMS DB/DC, ISPF, Mainframe, Syncsort, DB2/SQL, IBM Mainframe, OS/390, SDSF, CLIST, RACF, Omegamon, VTAM, NDM, MVS/ESA, DFSORT, Systems Improvement, System Design, System Architecture, System Testing, WebSphere MQ, XRC, RDO, EDF, NasTel Explorer, CPSM, Solution Architecture

Education
Northeastern University - Graduate School of Professional Accounting
MS Accounting, Graduate School of Professional Accounting

Tufts University
BS, Engineering

Philip Lett Philip Lett Brighton, Massachusetts Details
Philip Lett's Fidelity Investments Experience August 2013 - Present
Job Retirement Brokerage Services Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   August 2013 - Present
Fidelity Investments   October 2012 - August 2013
Directv  April 2007 - August 2012
DIRECTV  November 2006 - April 2007
DIRECTV  February 2006 - November 2006
DIRECTV  September 2005 - February 2006
Otis Spunkmeyer  January 1999 - September 2005

Skills
Excel, Call Center, Databases, Customer Service, Microsoft Office, SQL, Microsoft Excel, Project Management, SharePoint, PowerPoint, IEX Total View, Call Centers, Leadership, Customer Satisfaction, Management, Series 7, Sales, Time Management, Coaching, Series 63, Access, Process Improvement, Strategic Planning, Team Leadership

Education
Tulsa Community College   2000 — 2002
Business Administration and Management, General

Jenks High School   1989 — 1989
Diploma

Emily Martell Emily Martell Centre Hall, Pennsylvania Details
Emily Martell's Fidelity Investments Experience January 1998 - August 2001
Job Financial Officer at Penn State University
Industry Higher Education
Experience
Penn State University  July 2005 - Present
Fidelity Investments   January 1998 - August 2001

Education
Tufts University   2002 — 2004

The Pennsylvania State University   1993 — 1997
BS, French/Business Option

Jennifer LaCara Jennifer LaCara Greater New York City Area Details
Jennifer LaCara's Fidelity Investments Experience January 2014 - Present
Job Senior Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Mercer  June 2012 - December 2013
Mercer  June 2011 - August 2011

Skills
Actuarial Consulting, Defined Benefit, Pensions, Retirement, Actuarial Science, Pension Funds, Microsoft Excel, Retirement Benefits, Retirement Plan..., Pension Administration, Employee Benefits, Actuaries, Financial Risk, Valuation

Education
Tufts University   2008 — 2012
B.A., Quantitative Economics, Cum Laude

Walt Whitman High School   2004 — 2008
Valedictorian

Kin Lim Kin Lim Greater New York City Area Details
Kin Lim's Fidelity Investments Experience 1998 - 2000
Job Vice President of Credit Risk at ConvergEx
Industry Investment Management
Experience
ConvergEx  May 2015 - Present
JP Morgan Chase  October 2012 - April 2015
Apex Clearing  2007 - 2012
UBS Financial Services  2007 - 2007
National Financial Services  2004 - 2007
Fidelity Active Trader Division   2000 - 2004
Fidelity Investments   1998 - 2000

Skills
Collateral Risk..., Market Risk Surveillance, Correspondent Clearing, OTC Equity Trading, Complex Option..., Broker-Dealer Operations, Portfolio Margin, VaR Analysis, Stress Testing, Reg T Lending, Equity Trading, Risk Management, Market Risk, VAR, Options Strategies, Equities, Margin, Investments, Trading, Securities, Capital Markets, Financial Risk, Operational Risk..., Hedge Funds, Fixed Income, Financial Markets, Options, Bloomberg, Portfolio Management, Financial Services, FX Options, Trading Systems, Mutual Funds, Settlement, Series 63, Electronic Trading

Education
Tufts University   1992 — 1996
Double Major, Economics and Political Science

Edward Baker-Greene Edward Baker-Greene Greater Boston Area Details
Edward Baker-Greene's Fidelity Investments Experience 1998 - 2011
Job Chief Human Resources Officer, FactSet Research Systems
Industry Information Technology and Services
Experience
FactSet  June 2015 - Present
Voya Financial  April 2012 - Present
Fidelity Investments   1998 - 2011

Education
University of Virginia School of Law   1987 — 1990
Juris Doctorate

Tufts University   1980 — 1984
Bachelor of Arts

Daniel L. Beauchemin Daniel L. Beauchemin Merrimack, New Hampshire Details
Daniel L. Beauchemin's Fidelity Investments Experience November 2005 - April 2012
Job Trust Officer at Fidelity Personal Trust Co., FSB
Industry Financial Services
Experience
Fidelity Personal Trust Co., FSB   April 2012 - Present
Fidelity Investments   November 2005 - April 2012
Fidelity Investments   July 2004 - November 2005
Fidelity Investments   January 2003 - July 2004
Reliant Energy  August 2001 - October 2002

Skills
Sales, Series 7, Series 63, Mutual Funds, Equities, Financial Services, Retirement, Strategic Financial..., Series 65, Relationship Management, Competitive Analysis, Securities, Alternative Investments, Retirement Planning, Investment Management, Investments, Finance, Asset Management, Fixed Income, Uniform Combined State..., Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management, 401k, Estate Planning, Portfolio Management, Bloomberg, Bonds, ETFs, FINRA, Wealth Management..., Financial Advisory

Education
Tulane University - A.B. Freeman School of Business   1997 — 2001
Bachelor's Degree, Business/Finance, 3.33

Lawrence Academy   1993 — 1997
High School Diploma, High School/Secondary Diplomas and Certificates

Alison Connolly Alison Connolly Somerville, Massachusetts Details
Alison Connolly's Fidelity Investments Experience May 2014 - Present
Job User Experience Researcher at Fidelity Investments
Industry Civil Engineering
Experience
Fidelity Investments   May 2014 - Present
Fidelity Investments   June 2013 - May 2014
Tufts Center for Engineering Education Outreach   January 2012 - May 2013
Waldingfield Farm, Inc   May 2009 - August 2012

Skills
Matlab, AutoCAD, VBA, Microsoft Office, SAP2000, Organic Farming, Microsoft Excel, Statistics, Data Analysis, Research, Microsoft Word, PowerPoint

Education
Tufts University   2010 — 2014
Bachelor of Science (BS), Civil Engineering

Robin Feeney, CPA Robin Feeney, CPA Greater Boston Area Details
Robin Feeney, CPA's Fidelity Investments Experience December 1996 - December 1997
Job Chief Financial Officer at Strata Pathology Services Inc.
Industry Accounting
Experience
Strata Pathology Services Inc.  May 2010 - Present
Accounting Management Solutions  July 2008 - May 2010
Commonwealth Cash Management   September 2006 - July 2007
Payrolls Plus/PayChoice   February 2004 - April 2006
BankBoston  January 1998 - February 2000
Fidelity Investments   December 1996 - December 1997
BankBoston  June 1994 - December 1996
Deloitte  September 1993 - May 1994
Price Waterhouse  July 1989 - June 1993
McGladrey & Pullen  July 1986 - June 1989

Skills
Financial Reporting, Managerial Finance, QuickBooks, Accounting, Management, GAAP, Forecasting, Financial Analysis, Financial Audits, Internal Controls, Sarbanes-Oxley Act, Budgets, Financial Statements, General Ledger, Auditing, Revenue Recognition, Management Consulting, Payroll, Financial Accounting, Treasury Management

Education
Truman State University   1982 — 1986
Bachelor of Science, Accounting

Green City R-1   1970 — 1982

Max Petrie, AIF(r) Max Petrie, AIF(r) Greater Boston Area Details
Max Petrie, AIF(r)'s Fidelity Investments Experience July 2000 - March 2002
Job Relationship Manager at KAF Financial Advisors
Industry Financial Services
Experience
KAF Financial Advisors   March 2002 - Present
Capital Analysts Incorporated/Tom Hoffman   March 2002 - Present
Fidelity Investments   July 2000 - March 2002
Fidelity Investments   August 1999 - February 2002
Fidelity Investments   August 1999 - July 2000
G. Edwards & Sons, Inc   January 1999 - April 1999

Skills
Sales, Retirement Planning, Mutual Funds, 401k, Retirement, Financial Advisory, Wealth Management, Series 63, Investments, Asset Allocation, Pensions, Series 6, Customer Service, Customer Retention, Long-term Customer..., Problem Solving, 403 b, Retirement Plan..., Qualified Retirement...

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2007 — 2007
Accredited Investment Fiduciary, Fiduciary Best Practices

Francis Ouimet   1995 — 1999

Union College   1995 — 1999
BA, Double: Economics & Spanish

Hingham High School   1991 — 1995

Paul Willson Paul Willson Greater Boston Area Details
Paul Willson's Fidelity Investments Experience October 1997 - Present
Job Programmer / Analyst / DBA
Industry Financial Services
Experience
Fidelity Investments   October 1997 - Present
Rutland Fire Department - Rutland MA   January 2000 - Present
National Grid (formerly NEES)   November 1993 - October 1997
Blue Cross Blue Shield of Massachusetts  August 1986 - November 1993

Skills
Syncsort, JCL, SQL Server, Visual Basic, SAS, Access, XP, ISPF, PL/SQL, SSRS, Databases, VBScript, JavaScript, SSIS, HTML, DOS, PowerPoint, Excel, Windows Server, Visio, SQL, FTP, T-SQL, Oracle SQL, EMT, Firefighting, Windows, Programming, IIS, Informatica, Business Intelligence, Database Design, VBA, Visual Studio, ETL, Relational Databases, Database Administration, Microsoft SQL Server, Brio Query, SQL Server Management..., Hyperion Enterprise, Systems Analysis, Sybase, Unix, Business Analysis

Education
Tufts University   1985 — 1986
Master of Arts, Economics

Tahanto Regional High School   1977 — 1981
High School Diploma, College Prep'

Geoff Phillips Geoff Phillips Greater Boston Area Details
Geoff Phillips's Fidelity Investments Experience March 2007 - October 2009
Job Product Management and Program Delivery Expert
Industry Internet
Experience
Self  December 2014 - August 2015
Brightcove  December 2012 - December 2014
Locators, LLC   October 2011 - December 2012
State Street  October 2009 - October 2011
Fidelity Investments   March 2007 - October 2009
Wipro Technologies  April 2004 - February 2007
Wipro Technologies  March 2003 - March 2004
NerveWire  March 2000 - March 2003
Lockheed Martin  September 1992 - February 2000
United States Air Force  June 1981 - August 1992

Skills
PMO, Management Consulting, Strategic Planning, Business Strategy, Outsourcing, Product Management, Process Improvement, Agile, Program Management, Product Development, Team Leadership, Financial Management, Process Engineering, Business Intelligence, Product Strategy, Software Development, E-commerce, Scrum, Team Building, Change Management, Portfolio Management, Cross-functional Team..., Application Development, SDLC, Agile Methodologies, Managerial Finance, Strategy, Start-ups, Integration, User Experience, Leadership, Project Management, IT Strategy, New Business Development, Management, Project Planning

Education
U.S. Air Force Institute of Technology   1985 — 1986
MSEE, Electrical Engineering - Digital Communications, Artificial Intelligence

United States Air Force Academy   1977 — 1981
BSEE, Electrical Engineering - Communications, Digital Circuit Design

Gary N Griswold Gary N Griswold Cincinnati, Ohio Details
Gary N Griswold's Fidelity Investments Experience April 2007 - April 2008
Job Founder at Short Sands
Industry Computer Software
Experience
Short Sands   January 2015 - Present
ECS Ministries   September 2010 - Present
Sponsor Orphan   2008 - September 2010
Fidelity Investments   April 2007 - April 2008
Cimetrics, Inc.   December 2004 - April 2007
Emailweb   October 2003 - November 2004
EmailWeb   October 2002 - March 2003
OAT Systems, Inc.   2003 - 2003
JP Mobile  December 2001 - September 2002
Isovia, Inc.   September 2000 - October 2001

Skills
Agile Methodologies, Linux, Cloud Computing, Mobile Devices, Java, Web Development, SDLC, Software Development, Unix, Databases, Distributed Systems, Web Applications, Python, Software Engineering, Software Project...

Education
Union College   1976 — 1980
M.S., Industrial Administration

University of Washington   1967 — 1970
B.S., Biology

Chuck Interrante Chuck Interrante Austin, Texas Details
Chuck Interrante's Fidelity Investments Experience January 1997 - January 2003
Job
Industry Information Technology and Services
Experience
VelocityStorm, Inc.   June 2014 - January 2015
GMO  October 2009 - September 2011
The Fletcher School of Law and Diplomacy, Tufts University  August 2006 - April 2009
Fidelity Investments   January 1997 - January 2003
U.S. ARMY (RESERVE)   March 1996 - October 1996
UNIV. OF TEXAS  January 1991 - January 1995
U.S. ARMY   January 1980 - January 1984

Skills
Analysis, International Relations, Data Analysis, Project Management, Software Documentation, Research, Leadership, Business Analysis, Qualitative Research, Program Management, Databases, Curriculum Development, Strategy, Public Relations, Business Intelligence, Security, Integration, Policy, Help Desk Support, Process Improvement, Management, Military, Windows, Team Building, Strategic Planning, Information Technology, Policy Analysis, Risk Management, Information Security, Videographer, Business Development, Disaster Recovery, Governance, Government, CISSP, Security Risk..., German, Russian, Network Security, System Administration

Education
Tufts University - The Fletcher School of Law and Diplomacy   2003 — 2005
Master of Arts

Worcester Polytechnic Institute   1999 — 2000
Certificate in Unix and C/C++

GEORGE C. MARSHALL EUROPEAN CENTER FOR SECURITY STUDIES Garmisch   1996 — 1997
Advanced Russian Language Course

DEFENSE LANGUAGE INSTITUTE (DLI)   1993 — 1994
Russian Basic Language Course (1 Year)

UNIVERSITY OF MASSACHUSETTS   1984 — 1989
Bachelor of Arts

William Barkley William Barkley Spring, Texas Details
William Barkley's Fidelity Investments Experience May 1991 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 1991 - Present

Education
Tufts University
Bachelor of Arts (BA), Political Science and Government

Nitesh Gupta Nitesh Gupta West Harrison, New York Details
Nitesh Gupta's Fidelity Investments Experience June 2015 - August 2015
Job Student
Industry
Experience
The Tufts Daily  January 2014 - Present
Fidelity Investments   June 2015 - August 2015
WBUR  September 2014 - May 2015
Inbox Health   June 2014 - August 2014
Kurt Salmon  June 2013 - August 2013
The John Dewey Academy   August 2012 - April 2013

Skills
Research, Blogging, PowerPoint, Editing, Ruby on Rails, CSS, Social Media, Microsoft Office, HTML, Ruby, Web Development, C++, Microsoft Word, Management, English, Javascript, Microsoft Excel, PHP, SQL, Digital Journalism, Online Publishing, Digital Media

Education
Tufts University   2013 — 2017
Computer Science and "Human Rights in the Digital Age"

The John Dewey Academy   2011 — 2013

The Masters School   2008 — 2010

Feng Hai Feng Hai Berkeley, California Details
Feng Hai's Fidelity Investments Experience January 2014 - May 2014
Job Associate at The Boston Consulting Group
Industry Computer Software
Experience
The Boston Consulting Group  November 2014 - Present
BOC International  August 2014 - September 2014
Roland Berger Strategy Consultants  July 2014 - August 2014
Pfizer  May 2014 - July 2014
Fidelity Investments   January 2014 - May 2014
Cisco  August 2013 - January 2014
National Marine Environmental Monitoring Center   May 2012 - August 2012
Tsinghua University  July 2011 - August 2011
Tsinghua University  September 2008 - June 2009
Tsinghua University  September 2008 - June 2009

Skills
Business Strategy, Public Speaking, Communication Science, Marketing, SQL, Machine Learning, Matlab, Data Analysis

Education
University of California, Berkeley   2013 — 2014
M.Eng, Electrical Engineering and Computer Sciences

Tsinghua University
Bachelor's degree, Electrical and Electronics Engineering

Kelly Morgan-Szydlo Kelly Morgan-Szydlo Boston, Massachusetts Details
Kelly Morgan-Szydlo's Fidelity Investments Experience 2005 - 2007
Job Research Director at The 451 Group
Industry Information Technology and Services
Experience
The 451 Group  April 2014 - Present
The 451 Group  April 2011 - March 2014
Devonshire Investors (Fidelity private equity group)   2007 - 2010
Fidelity Investments   2005 - 2007
Fidelity Investments, COLT Telecom   2002 - July 2005
Fidelity Investments   2000 - 2002
OECD  1992 - 1997

Skills
Financial Modeling, Budgets, Competitive Analysis, Strategy, R, Market Research, Mergers, Telecommunications, Data Center, Strategic Planning, Analysis, Management, Mergers & Acquisitions, Business Planning, Marketing, Cloud Computing, Due Diligence, Vendor Management, Consulting, Product Development

Education
Tufts University - The Fletcher School of Law and Diplomacy
MALD

Wesleyan University
BA with honors

Charles Towe Charles Towe Washington D.C. Metro Area Details
Charles Towe's Fidelity Investments Experience 2000 - 2002
Job Assistant Professor at University of Connecticut
Industry Higher Education
Experience
University of Connecticut  August 2014 - Present
University of Maryland  August 2008 - August 2014
USDA-ERS  December 2007 - August 2008
Fidelity Investments   2000 - 2002
Andersen Consulting  1997 - 1999

Skills
Econometrics

Education
University of Maryland College Park   2002 — 2007
PhD, Environmental Economics, Land Economics

Tufts University   1996 — 1997
MS, Economics

University of North Carolina at Asheville   1991 — 1996
BA, Economics

Bill Thomason Bill Thomason Greater Salt Lake City Area Details
Bill Thomason's Fidelity Investments Experience March 2013 - Present
Job Sr. Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   March 2013 - Present
RBS Global Banking & Markets  September 2010 - March 2013
NetDeposit  May 2007 - September 2010
NetDeposit, Inc.   April 2006 - May 2007
Symantec Corporation  February 2006 - March 2006
Lockheed Martin Corporation  August 2005 - September 2005
Model Software Corporation   November 1999 - August 2005
Epilepsy Foundation of Louisiana   2001 - 2004
Computerized Processes Unlimited, Inc.   September 1998 - October 1999
Intercede Inc.   May 1996 - August 1998

Skills
Solaris, Unix, Java, Perl, Linux, SQL, Data Center, Software Development, VMware, System Administration, Oracle, Apache, Testing, Network Administration, Servers, Databases, Integration, Project Management, Requirements Analysis, Red Hat Linux, Software Documentation, Operating Systems, Networking, Enterprise Architecture, Technical Support, MySQL, Hardware, Web Applications, Storage, Shell Scripting, Unix Shell Scripting, Disaster Recovery, Database Administration, Performance Tuning, Distributed Systems, Tomcat, Microsoft SQL Server, Volunteer Management, Agile Methodologies, Weblogic, TCP/IP, Virtualization, XML, Genuine, Integrity, System Deployment

Education
Tulane University   1991 — 1996
Masters, Computer Science

Tulane University   1986 — 1990
Bachelor, Computer Science

St. Martin's Episcopal School   1982 — 1986

Vinnie Khunkhun Vinnie Khunkhun Greater Pittsburgh Area Details
Vinnie Khunkhun's Fidelity Investments Experience 2001 - 2003
Job Medical Director at New Orleans Day Treatment Program
Industry Mental Health Care
Experience
A  July 2015 - Present
Pittsburgh Family Health Center, Mercy Behavioral Health   2014 - June 2015
Mercy Behavioral Health  2013 - June 2015
Walker Home and School  2003 - 2008
Fidelity Investments   2001 - 2003

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Psychology, Healthcare, Mental Health, Child Development, Crisis Intervention, Adolescents, Mental Health Counseling, Psychotherapy, Treatment

Education
Tulane University School of Medicine   2008 — 2013
Tulane Triple Board Residency Program (General Psychiatry, Child Psychiatry, Pediatrics)

Ross University School of Medicine   2004 — 2007
Doctor of Medicine (MD)

Harvard University Extension School   2001 — 2003

College of the Holy Cross   1997 — 2001
Bachelor of Arts (BA), Economics

Matthew Guiness Matthew Guiness Needham, Massachusetts Details
Matthew Guiness's Fidelity Investments Experience June 2013 - August 2013
Job Aladdin Business Client Services at BlackRock
Industry
Experience
BlackRock  August 2014 - Present
Fidelity Investments   June 2013 - August 2013
Louis F. Guiness, Inc.   May 2012 - August 2012
John Hancock Financial Network  July 2009 - August 2009
Wizard of Adz   July 2008 - August 2008

Skills
Microsoft Excel, PowerPoint, Stata, Microsoft Word

Education
Tufts University   2010 — 2014
Bachelor of Sciences (BS), Econometrics and Quantitative Economics

Needham High School   2006 — 2010

Beth Doyle Beth Doyle Greater Boston Area Details
Beth Doyle's Fidelity Investments Experience June 2011 - January 2012
Job Sales Engineer at Trane
Industry Construction
Experience
Trane  March 2012 - Present
Fidelity Investments   June 2011 - January 2012
Fidelity Investments   June 2010 - August 2010
AKF Group  January 2010 - May 2010
Harvard Medical School  June 2008 - August 2008

Skills
HVAC, Building Automation, Engineering, Contract Negotiation, Energy Efficiency, Strategic Planning, HVAC Design

Education
Tufts University   2007 — 2011
BS, Mechanical Engineering

Newton Country Day School   2001 — 2007

Cara Pacifico Cara Pacifico Greater Boston Area Details
Cara Pacifico's Fidelity Investments Experience July 2007 - July 2008
Job Quality Assurance Specialist at Maxwell Health
Industry Computer Software
Experience
Maxwell Health  May 2015 - Present
Freelance  January 2007 - Present
Freelance  September 2005 - Present
Freelance  January 2003 - Present
General Assembly  January 2015 - April 2015
Fidelity Investments   July 2007 - July 2008
Actors Theatre of Louisville  August 2006 - May 2007

Skills
Theatre, Editing, Performing Arts, Event Planning, Microsoft Office, Stage, Music, Customer Service, Research, Training, Nonprofits, Public Speaking, Social Media, PowerPoint, Teaching, Arts Administration, Drama, Musical Theatre, Video, Data Entry, Stage Lighting

Education
Tufts University   2002 — 2006
BA, Political Science, Drama

Suresh Ashara Suresh Ashara Greater Boston Area Details
Suresh Ashara's Fidelity Investments Experience March 2010 - September 2010
Job Data Integration Expert
Industry Information Technology and Services
Experience
Akamai Technologies  May 2014 - Present
Harvard Management Company  February 2013 - January 2014
Fresenius Medical Care  September 2010 - February 2013
Fidelity Investments   March 2010 - September 2010
General Dynamics  2009 - 2009
Accenture  2004 - 2008
EMC  2002 - 2004
Putnam Investments  2000 - 2002
Wellington Management  1997 - 2000
GE  1990 - 1996

Skills
Data Warehousing, Oracle, SOA, Informatica, Business Objects, Agile Methodologies, Business Intelligence, ETL, Integration, Software Development, Web Services, Software Documentation, Java, Enterprise Software, SDLC

Education
Tufts University   2010 — 2012
M S Engineering Management, Business Administration and Management, General

University of Mumbai   1981 — 1985
B. Engineering, Mechanical

Garrett Read Garrett Read Somerville, Massachusetts Details
Garrett Read's Fidelity Investments Experience June 2013 - August 2013
Job Alignment Financial Group
Industry Financial Services
Experience
Alignment Financial Group   June 2014 - Present
Fidelity Investments   June 2013 - August 2013
Virtify, Inc.   July 2012 - August 2012

Skills
Team Leadership, Salesforce Administrator, Marketing, Statistical Data..., Wealth Management, Microsoft Office, Project Planning, Financial Analysis, Bloomberg, Risk Management

Education
Tufts University   2011 — 2015
B.A., Economics

Medfield Senior High School   2007 — 2011

Naveen Malwal, CFA Naveen Malwal, CFA Boston, Massachusetts Details
Naveen Malwal, CFA's Fidelity Investments Experience August 2014 - Present
Job Global Asset Allocation Portfolio Manager
Industry Investment Management
Experience
Fidelity Investments   August 2014 - Present
Natixis Global Asset Management  2012 - 2014
State Street Global Markets  2006 - 2012

Skills
Equities, Bloomberg, Financial Modeling, Equity Research, Financial Markets, Asset Allocation, Hedge Funds, Portfolio Management, Investments, Capital Markets, Alternative Investments, Investment Strategies, Research, Quantitative Analytics, Asset Management, VBA, Series 7, Quantitative Finance, Macroeconomics, Economics, Microsoft Excel, Bonds, Financial Analysis, Technical Analysis, Equity Valuation, Mutual Funds, Competitive Analysis, Equity Derivatives, Risk Management, Emerging Markets, Excel, Asset Managment, Commodity, Investment Management, Securities, Strategy, Bloomberg Terminal, Industry Analysis, Commodities, Quantitative Analysis, Risk Budgeting, R

Education
New York University - Leonard N. Stern School of Business   2002 — 2004
M.B.A., Quantitative Finance, Accounting, Information Systems

Tufts University   1994 — 1998
B.A., Economics

Michelle Hinkes Michelle Hinkes Ann Arbor, Michigan Details
Michelle Hinkes's Fidelity Investments Experience 2012 - March 2014
Job Agency Account Strategist at Google
Industry Marketing and Advertising
Experience
Google  March 2014 - Present
Fidelity Investments   2012 - March 2014

Skills
Google Adwords, Customer Service, Social Media, Google Analytics, Finance, Series 7, YouTube, SEM, Digital Strategy, Digital Marketing, Strategy, Research, Public Speaking, Event Planning, Social Media Marketing, Marketing

Education
Tulane University - A.B. Freeman School of Business   2009 — 2013
Bachelor's Degree, Management ; Marketing; Jewish Studies

Marc Margolies Marc Margolies Boca Raton, Florida Details
Marc Margolies's Fidelity Investments Experience August 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
HJ Sims  December 2012 - December 2014
UBS Wealth Management  April 2003 - August 2010
Prudential Securities  1994 - 2003
Shearson Lehman Brothers  1986 - 1994
American Express  1981 - 1986

Skills
Investments, Wealth Management, Alternative Investments, Securities, Series 63, Portfolio Management, Asset Management, Equities, Series 7, Retirement Planning, Asset Allocation, FINRA, Fixed Income, Investment Strategies, Mutual Funds, Asset Managment, Investment Banking, Bonds, Finance, Management, Financial Services, Financial Advisory, Financial Planning

Education
University of Florida   1979 — 1981
BS, College of Journalism & Communications

Tulane University   1977 — 1979

Jess Markey Jess Markey Greater Boston Area Details
Jess Markey's Fidelity Investments Experience July 2013 - Present
Job Benefits Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Fidelity Investments   July 2011 - June 2013
Mercer Human Resource Consulting  April 2008 - July 2011
Fidelity Investments   October 2005 - October 2007

Skills
Employee Benefits, Data Analysis, 401k, Series 63, Benefits Administration, Defined Benefit, Financial Services, Process Improvement, Pensions, Customer Service, Retirement, Pension Administration, Investments

Education
Union College   2001 — 2005
Economics

Matthew Cahill Matthew Cahill Sudbury, Massachusetts Details
Matthew Cahill's Fidelity Investments Experience May 2015 - Present
Job Trading Intern, Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   May 2014 - August 2014

Skills
Economics, Quantitative Analytics, Financial Analysis, Microsoft Excel, Financial Services, Competitive Intelligence, Statistics, Investments, Equity Research, Market Research, Leadership

Education
Tufts University   2012 — 2016
Intended "B.S.", Quantitative Economics

Lincoln Sudbury Regional High School   2008 — 2012
High School

Elza Lambergs Elza Lambergs Medford, Massachusetts Details
Elza Lambergs's Fidelity Investments Experience May 2012 - May 2013
Job Customer Experience Specialist at Casper
Industry Marketing and Advertising
Experience
Casper  September 2015 - Present
Bain & Company  May 2015 - Present
PBS Distribution  January 2015 - May 2015
PROVIDUS Centre for Public Policy   July 2014 - August 2014
Tufts University  September 2013 - January 2014
Fidelity Investments   May 2012 - May 2013
Oxfam America  June 2011 - August 2011

Skills
Stata, Social Media, Business Analysis, Public Relations, Marketing, Editing, Quantitative Research, Qualitative Research, Nonprofits, Facebook, Leadership

Education
Tufts University   2012 — 2015
Bachelor of Arts (B.A.), International Relations, Minor in Art History, Magna Cum Laude

Institute for the International Education for Students
French Studies

William & Mary   2011 — 2012
Bachelor of Arts (B.A.)

Gabrielle Fenaroli Gabrielle Fenaroli Leawood, Kansas Details
Gabrielle Fenaroli's Fidelity Investments Experience June 2015 - Present
Job Market Research Intern at Fidelity Investments
Industry
Experience
Fidelity Investments   June 2015 - Present
180 Degrees Consulting  February 2015 - Present
Tufts University  January 2014 - Present
The Nelson-Atkins Museum of Art  July 2014 - August 2014
Christie's  May 2014 - July 2014
The Barstow School Summer Camp   May 2013 - August 2013
The United Way of Greater Kansas City   May 2010 - August 2010

Skills
Research, Fundraising, Photoshop, InDesign, Microsoft Word, Microsoft Excel, PowerPoint, Prezi, Facebook, Photography, Event Planning, TreeAge, SPSS, Public Speaking, Social Media, Leadership, Microsoft Office, Nonprofits, Customer Service

Education
Tufts University   2013 — 2017
Bachelor’s Degree, Economics, Art History

The Barstow School   2009 — 2013
High School, High School

Blue Valley North

Luke Geneslaw Luke Geneslaw New York, New York Details
Luke Geneslaw's Fidelity Investments Experience June 2013 - April 2014
Job Web Engineer at Next Jump
Industry Computer Software
Experience
Next Jump  July 2015 - Present
BMC Software  June 2014 - August 2014
Fidelity Investments   June 2013 - April 2014

Skills
Java, C, C++, Eclipse, SQL, Python, VBA, Android, Objective-C, HTML, XML, JavaScript, CSS, Matlab, R, Processing, Git

Education
Tufts University   2011 — 2015
Bachelor’s Degree, Computer Science

Tufts University   2011 — 2015
Bachelor of Science (BS), Computer Science

Navid Alehashem Navid Alehashem Seattle, Washington Details
Navid Alehashem's Fidelity Investments Experience May 2007 - August 2009
Job Finance Manager Amazon Business at Amazon
Industry Retail
Experience
Amazon  March 2015 - Present
Amazon  May 2013 - March 2015
ServiceMaster  June 2011 - April 2013
Bloomberg  June 2010 - August 2010
Fidelity Investments   May 2007 - August 2009

Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Equity Research, Corporate Finance, Portfolio Management, Equities, Due Diligence, Bloomberg, Strategic Financial..., Finance, Financial Reporting, Bloomberg Terminal, Forecasting, Mergers & Acquisitions, Financial Planning, Analysis, Strategic Planning

Education
Tulane University - A.B. Freeman School of Business   2009 — 2011
MBA, Finance & International Business

University of Utah - David Eccles School of Business   2003 — 2008
B.S., Finance

Rodger Mattlage Rodger Mattlage Greater Boston Area Details
Rodger Mattlage's Fidelity Investments Experience September 2006 - February 2008
Job Chief Retiree Officer (CRO) at Retired
Industry Nonprofit Organization Management
Experience
Retired  February 2010 - Present
UU Partner Church Council   April 2008 - Present
UU Partner Church Council   2009 - 2012
Fidelity Investments   September 2006 - February 2008
NetNumber  September 2001 - December 2002
eCredit.com  November 2000 - September 2001
Cambridge Technology Partners  March 1999 - November 2000
UNIFI Communications  March 1998 - February 1999
Putnam Investments  April 1994 - March 1998
DMR Group, Inc  October 1988 - April 1994

Skills
Software Development, SDLC, Integration, Business Analysis, Photoshop, Data Modeling, Quality Assurance, Databases, Enterprise Architecture, Enterprise Software, Cross-functional Team..., Product Management, Management, Leadership, Analysis

Education
Tufts University   1963 — 1968
BS, Civil Engineering

Miscellaneous

Catie Connolly Catie Connolly Atlanta, Georgia Details
Catie Connolly's Fidelity Investments Experience April 2012 - Present
Job Independent Consultant
Industry Education Management
Experience
Fidelity Investments   April 2012 - Present
Noel Levitz  June 2011 - Present
Lesley University  February 2008 - February 2012
Fidelity Investments   August 2006 - February 2008

Skills
Usability Testing, Web Interface Design, Landing Page..., Email Marketing, PPC, HTML emails, User Experience, User Interface Design, User Experience Design, Email Strategy, Landing Pages, Information Architecture, User-centered Design, Web Analytics, Wireframes, Web Design, Usability Engineering

Education
Tufts University   2002 — 2006
Bachelor of Science, Engineering

Tufts University   2002 — 2006
Bachelor's degree, Engineering Psychology

Jeffrey Ellin Jeffrey Ellin Providence, Rhode Island Area Details
Jeffrey Ellin's Fidelity Investments Experience September 2006 - August 2008
Job Professional Services Engineer at Tamr Inc.
Industry Information Technology and Services
Experience
Tamr Inc.  March 2015 - Present
Pivotal Inc.  April 2013 - March 2015
VMware  November 2012 - April 2013
Axeda Corporation  August 2008 - November 2012
Fidelity Investments   September 2006 - August 2008
Boehringer Ingelheim Pharmaceuticals  March 2005 - September 2006
Boehringer Ingelheim Pharmaceuticals  September 2002 - March 2005
Boehringer Ingelheim Pharmaceuticals  February 2000 - September 2002

Skills
Spring, J2EE, Java, Web Services, Weblogic, Architecture, Web Applications, XML, AJAX, Unix, Agile, JavaScript, Linux, SQL, Software Development, Integration, HTML, Software Engineering, Web Development, Programming, jQuery, CSS, Subversion, Hibernate, SaaS, PaaS, Service Delivery, Training Delivery, Professional Services, Groovy, JBoss Application Server, Tomcat, Software Consulting, Agile Methodologies, Java Enterprise Edition, Software Design, Cloud Computing, Gemfire, RabbitMQ, JSP, Requirements Analysis, JMS, Test Driven Development, SOAP, Websphere, Spring Framework, REST, Solution Architecture, Enterprise Software

Education
University of Rhode Island   1997 — 1999
BS, Computer Engineering

Union College   1994 — 1997
Attended, Computer Engineering

Laura Fairweather Laura Fairweather Attleboro, Massachusetts Details
Laura Fairweather's Fidelity Investments Experience September 1999 - April 2005
Job Account Executive
Industry Marketing and Advertising
Experience
GradPrint   June 2006 - June 2011
Fidelity Investments   September 1999 - April 2005
JWG Associates, Inc.   August 1998 - September 1999

Skills
Account Management, Advertising, Marketing, Project Management, Budget Estimating, Client Service Oriented, Writing, Organization, Communication Skills

Education
Tufts University   1994 — 1998
Bachelor of Arts (B.A.), Psychology

Nicholas Santangelo Nicholas Santangelo Boston, Massachusetts Details
Nicholas Santangelo's Fidelity Investments Experience July 2014 - Present
Job Consulting Analyst at Fidelity Business Consulting
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Tufts University  September 2012 - May 2014
Curriculum Associates  July 2013 - August 2013
Merrill Lynch  May 2012 - December 2012
Johnny D's   April 2012 - May 2012
Nick's Bartending Service   June 2011 - May 2012
Noon Hill Grill   June 2011 - December 2011
Vector Marketing  June 2010 - August 2010
Mujeres Unidas   September 2008 - May 2010
UNICEF  January 2009 - April 2009

Skills
Spanish, English, Public Speaking, Event Planning, PowerPoint, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Social Media, Teaching, International..., Non-profits, Bloomberg Terminal, Entrepreneurship

Education
Tufts University   2010 — 2014
Bachelor of Arts (B.A.), Major: International Affairs concentrated in International Finance Minor:Entrepreneurship

Milton Academy   2007 — 2010

Brian Coyle Brian Coyle Palo Alto, California Details
Brian Coyle's Fidelity Investments Experience June 2007 - August 2007
Job Investment Banking Associate at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch  July 2013 - Present
UCLA Anderson School of Management  August 2011 - June 2013
Bank of America - Investment Banking   June 2012 - August 2012
Columbia University Medical Center  August 2009 - July 2011
Huron Consulting Group  November 2008 - June 2009
Fidelity Investments   June 2007 - August 2007
Merrill Lynch  September 2006 - December 2006

Skills
Financial Modeling, Financial Reporting, Financial Analysis, Valuation, Finance, Corporate Finance, Analysis, Due Diligence, Management, Investment Banking, Strategy, Bloomberg, Investments, Data Analysis, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Private Equity, Consulting

Education
University of California, Los Angeles - The Anderson School of Management   2011 — 2013
MBA

Villanova University   2004 — 2008
Bachelor of Science, Business Administration; Finance; International Business

Biagio Mineo Biagio Mineo Greater Boston Area Details
Biagio Mineo's Fidelity Investments Experience July 2014 - Present
Job Senior Associate at Fidelity Benefits Consulting
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   January 2012 - Present

Education
Tufts University   2007 — 2011
BS, Mathematics, Philosophy

Bob Lederman Bob Lederman Greater Boston Area Details
Bob Lederman's Fidelity Investments Experience 1993 - 1997
Job Strategic Account Director at CEB
Industry Information Technology and Services
Experience
CEB  April 2013 - Present
Jobvite  December 2011 - April 2013
My Perfect Gig, Inc.   December 2010 - December 2011
Kenexa  October 2009 - December 2010
AG Salesworks, Inc.   July 2008 - October 2009
Vurv Technology  June 2006 - July 2008
Inmagic inc   March 2003 - April 2006
Webhire, Inc.   January 1997 - May 2003
Fidelity Investments   1993 - 1997
Clean Harbors  1983 - 1986

Skills
Applicant Tracking..., Recruitment Technology, Internet Recruiting, Large Account Sales, Executive Level..., Enterprise Content..., Sales Management, Sales Pipeline..., Talent Management, Sales, Recruiting, Solution Selling, SaaS, Enterprise Software, Human Resources, Start-ups, Sales Process, Management, Salesforce.com, Strategy, Lead Generation, Leadership, Onboarding, Training, Channel Partners, Selling, Talent Acquisition, Product Management, Program Management, Marketing Strategy, CRM, E-commerce, Sourcing, Sales Operations, Strategic Planning, Analytics, Entrepreneurship

Education
Tufts University   1975 — 1979
BA, Social Psychology

St Patricks High School

Brian Salloway Brian Salloway Greater Boston Area Details
Brian Salloway's Fidelity Investments Experience July 2000 - December 2008
Job Principal Data Architect at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals  September 2015 - Present
Sun Life Financial  May 2014 - September 2015
BJ's Wholesale Club  September 2010 - May 2014
Biogen  May 2009 - September 2010
Eliassen Group  April 2009 - September 2010
Fidelity Investments   July 2000 - December 2008
Digital Equipment Corporation  1987 - 2000

Skills
Data Warehousing, Master Data Management, Master Data, Data Modeling, Enterprise Data, Troux, Database Design, Integration, Oracle, Data Governance, ERP, Microsoft SQL Server, Data Architecture, DB2

Education
Tufts University
BA

Vaibhav Nigam Vaibhav Nigam United States Details
Vaibhav Nigam's Fidelity Investments Experience 2013 - 2014
Job
Industry Computer Software
Experience
Fidelity Investments   2013 - 2014
Morgan Stanley  January 2013 - July 2013
Siemens Healthcare  August 2009 - April 2013
Tufts University  September 2008 - August 2009
Siemens Healthcare  January 2005 - August 2008

Skills
SOA, Databases, Agile Methodologies, Tomcat, JBoss, Flex, Java, JavaScript, JSP, Servlets, JUnit, ClearCase, Perforce, CVS, Hudson, J2EE Application..., Scrum, Spring, Anthill, XML, Design Patterns, Java Enterprise Edition, Object Oriented Design, Subversion, Ant, Visual Basic, Software Design, UML, Hibernate, Web Services, SOAP, OOP, Test Driven Development, JMS, Maven, OOAD, Software Engineering, Software Development, jQuery, CSS, Eclipse, Spring Framework

Education
Tufts University
Masters, Engineering

Vaishnav Academy

Visvesvaraya Technological University
BE, Computer Science

Sarah Hood Sarah Hood Greater Boston Area Details
Sarah Hood's Fidelity Investments Experience August 2007 - July 2008
Job Technical Specialist, Content Management Systems at Bank of America
Industry Information Technology and Services
Experience
Bank of America  June 2013 - Present
Plymouth Rock Assurance  September 2012 - May 2013
Plymouth Rock Assurance  October 2011 - January 2012
Babson College  June 2010 - August 2011
Monster  July 2009 - February 2010
Fidelity Investments   August 2007 - July 2008
Fidelity Investments   February 2002 - August 2007
Fidelity Investments   June 1998 - February 2002
Fidelity Investments   September 1996 - June 1998
Boston Film Video Foundation   1995 - 1996

Skills
Quality Assurance, E-commerce, Content Management, SEO, Analytics, Web Content, Internet Governance, Web Project Management, Web Development, Process Improvement, Online Publishing, Information Architecture, User Interface..., Web Content Management, SDLC, Web Analytics, Agile Methodologies, CMS, Software Development, Vendor Management, Program Management, Product Management, PMP, Requirements Analysis, Scrum, SQL, Web Applications, Integration, Management, Software Project..., Agile Project Management, Requirements Gathering, Leadership, Visio

Education
Tufts University
B.A.

Rick LeBel Rick LeBel Greater Boston Area Details
Rick LeBel's Fidelity Investments Experience 1998 - 2001
Job Senior Business Analyst at Physicians Interactive
Industry Marketing and Advertising
Experience
Physicians Interactive  December 2012 - Present
InfoMedics, Inc.   February 2003 - December 2012
Fidelity Investments   1998 - 2001
Fidelity Investments   November 1996 - February 1998

Skills
Requirements Analysis, Documentation, Data Analysis, Business Requirements, Software Documentation, Visio, Software Development, CRM, Requirements Gathering

Education
Tufts University   1991 — 1995
BA, Economics

Ben DeMoux Ben DeMoux Salt Lake City, Utah Details
Ben DeMoux's Fidelity Investments Experience February 2011 - Present
Job Senior Trader
Industry Financial Services
Experience
Fidelity Investments   February 2011 - Present
Customs & Border Protection  April 2007 - March 2009
Superior Court Northern Mariana Islands   2003 - 2005

Education
Tulane University Law School   1999 — 2002

Bin Zheng Bin Zheng Greater Boston Area Details
Bin Zheng's Fidelity Investments Experience 1992 - 1998
Job Leader, System Development & Engineering at Haemonetics
Industry Medical Devices
Experience
Haemonetics  2012 - 2015
Haemonetics  2008 - 2012
Vertex Pharmaceuticals  2005 - 2008
Vertex Pharmaceuticals  2003 - 2005
Formation Systems  1998 - 2002
Fidelity Investments   1992 - 1998

Skills
Oracle E-Business Suite, ERP, SDLC, Oracle, Requirements Analysis, Integration, Business Intelligence, Oracle Applications, Software Development, Cross-functional Team..., Computer System..., FDA, Software Project..., Medical Devices, Management, Agile Methodologies, Mentoring, Strategy, Quality Assurance, Business Analysis, Identity Management, SQL, Enterprise Software, IT Strategy, Project Management, Coaching & Mentoring, Project Planning, Scope Management

Education
Tsinghua University
B.E, Computer Engineering

Utah State University
M.S., Computer Science

Jeff Parkinson Jeff Parkinson Greater New York City Area Details
Jeff Parkinson's Fidelity Investments Experience August 2000 - July 2007
Job Executive Director, Circulation Operations at Dow Jones
Industry Publishing
Experience
Dow Jones  August 2008 - Present
Accenture  July 2007 - July 2008
Fidelity Investments   August 2000 - July 2007

Education
Tulane University

Carrie Merrick Carrie Merrick Greater Boston Area Details
Carrie Merrick's Fidelity Investments Experience Director of Market ResearchFidelity Institutional Wealth Services2008 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Director of Market ResearchFidelity Institutional Wealth Services2008 - Present
DALBAR  1994 - 2004

Education
Tufts University   1987 — 1991

Walpole High School   1983 — 1987
H.S.

Linda Eovine, PMP Linda Eovine, PMP Greater Boston Area Details
Linda Eovine, PMP's Fidelity Investments Experience May 2006 - July 2008
Job Professional Analyst at DIGITALiBiz, Inc.
Industry Government Administration
Experience
DIGITALiBiz, Inc.   February 2014 - Present
MacroSys Research & Technology   June 2009 - January 2014
TriZetto Group  September 2008 - June 2009
Fidelity Investments   May 2006 - July 2008
Project Solutions Group  2004 - 2006
Circles North America  2002 - 2004
Genzyme  2001 - 2002
Akibia Consulting  1999 - 2001
Fidelity Investments   1997 - 1999

Skills
PMO, Business Analysis, Project Portfolio..., Business Intelligence, SDLC, Program Management, Requirements Analysis, Software Project..., Process Improvement, Requirements Gathering, Project Management, Business Process, Vendor Management, Agile Methodologies, MS Project, Visio, Business Requirements, Cross-functional Team..., Integration, Business Process..., Resource Management, SharePoint, Enterprise Architecture, Change Management, IT Strategy, Agile Project Management, Analysis, PMP, Management, Consulting, Software Development

Education
Tufts University   1993 — 1997
Bachelor of Arts, Economics

Cathy Castaneda Cathy Castaneda Greater Boston Area Details
Cathy Castaneda's Fidelity Investments Experience 2000 - 2003
Job Partner, HawkPartners
Industry Management Consulting
Experience
HawkPartners, LLC   2012 - Present
Sherbrooke Partners   2004 - 2007
Fidelity Investments   2000 - 2003
Talbots  1990 - 1996
Glendale Federal Bank  1987 - 1989
YPO  1979 - 1981

Skills
Data Analysis, Analytics, Management Consulting, Consumer Behaviour, Forecasting, Cross-functional Team..., Business Analysis, Business Intelligence, Business Strategy, CRM, E-commerce, Product Marketing, Product Management, Program Management, Competitive Analysis, Marketing Strategy, Strategic Planning, Marketing, Management, Leadership, Customer Insight, Strategic Partnerships, Start-ups, Market Research, Strategy

Education
University of California, Los Angeles - The Anderson School of Management   1981 — 1983
MBA

University of Pennsylvania   1975 — 1979
B.S.

Bob Joyce Bob Joyce Washington D.C. Metro Area Details
Bob Joyce's Fidelity Investments Experience February 1987 - December 1988
Job Information Technology and Services Consultant
Industry Financial Services
Experience
Frozen Knoll Consulting LLC   September 2013 - Present
Fannie Mae  May 2012 - August 2013
Fannie Mae  April 2008 - April 2012
Fannie Mae  April 2001 - May 2007
Fannie Mae  November 1993 - March 2001
Independent  March 1992 - February 1993
TSSG/American Express   December 1990 - March 1992
SEI Corporation  December 1988 - June 1990
Fidelity Investments   February 1987 - December 1988
Bancware, Inc.   September 1986 - February 1987

Skills
SDLC, SOA, Unix, Agile Methodologies, Enterprise Architecture, Program Management, Requirements Analysis, Weblogic, Data Warehousing, Software Project..., Sybase, ClearQuest, Ab Initio, Business Process, ETL, Requirements Gathering, Software Development, Data Modeling

Education
Tufts University   1976 — 1980
Bachelor of Science (BS), Computational Mathematics and Economics

Angelo DeFrancesco Angelo DeFrancesco Greater Boston Area Details
Angelo DeFrancesco's Fidelity Investments Experience August 1998 - November 2004
Job Sr. Product Manager at GSN
Industry Information Technology and Services
Experience
GSN Games  March 2013 - Present
CIDC-Everest Gaming (Casino & Poker)   November 2010 - February 2013
Distributed Logic Corp   May 2007 - November 2010
Distributed Logic Corp   March 2005 - February 2007
Fidelity Investments   August 1998 - November 2004

Skills
Agile Methodologies, Agile Project Management, Product Management, Business Analysis, Software Project..., Scrum, Software Development, Requirements Analysis, Business Intelligence, Visio, Cloud Computing, Vendor Management, SQL, User Experience, JIRA, Software Quality..., Strategy, E-commerce, Quality Assurance, Cross-functional Team..., Testing

Education
Union College   1994 — 1998
B.A., Economics

Jay Kim Jay Kim Washington D.C. Metro Area Details
Jay Kim's Fidelity Investments Experience May 2005 - January 2006
Job Chief Strategy Officer at APX Labs
Industry Computer Software
Experience
APX Labs  September 2015 - Present
APX Labs  January 2014 - August 2015
NUVIZ, Inc.   August 2013 - December 2014
APX Labs  November 2011 - December 2013
Mav6  April 2011 - November 2011
Mav6  August 2009 - April 2011
M/A-COM  April 2006 - July 2009
Fidelity Investments   May 2005 - January 2006

Skills
Systems Engineering, Engineering Management, Wearables, Smart Glasses, Wearable Computing, Integration, Program Management, Wireless, DoD, R&D, RF Engineering, System Architecture, Embedded Systems, Business Development, Software Development, Project Management, Verilog, FPGA, Electronic Warfare, Matlab, Simulations, C++, VHDL, Government Contracting, Software Engineering, Mobile Devices, Electrical Engineering, System Design, Digital Signal..., Sensors, Algorithms, Microelectronics, Software Lifecycle..., ASIC, Mobile Technology, Spectrum Management, Systems Design, Strategic Partnerships, Enterprise Software

Education
Tufts University   2005 — 2006
M.S.

Tufts University   2001 — 2005
B.S.

Lev Zarakovich Lev Zarakovich Greater Boston Area Details
Lev Zarakovich's Fidelity Investments Experience January 2001 - December 2008
Job Senior Software Engineer at MedVentive
Industry Information Technology and Services
Experience
MedVentive now part of McKesson   October 2012 - Present
Partners HealthCare  January 2009 - October 2012
Fidelity Investments   January 2001 - December 2008
Send.com  1999 - 2001
OneSource Information Services  July 1998 - August 1999
PRI Automation  August 1997 - July 1998
Beth Israel Deaconess Medical Center  January 1995 - August 1997

Skills
Microsoft SQL Server, C#, .NET, Visual Studio, XML, SQL, Web Services, Software Development, SDLC, Databases, Requirements Analysis, ASP.NET

Education
Tufts University   1993 — 1995
Bachelor of Science (BS), Biology

Московский медицинский стоматологический институт   1989 — 1992
Pre-Medicine/Pre-Medical Studies

High School

Martha Slitt, CFA Martha Slitt, CFA Greater Boston Area Details
Martha Slitt, CFA's Fidelity Investments Experience 1999 - Present
Job Senior Vice President, Investment Product Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   1999 - Present
Pyramis Global Advisors  September 2005 - September 2008

Education
Tufts University

Grace Wang Grace Wang San Francisco Bay Area Details
Grace Wang's Fidelity Investments Experience June 2012 - Present
Job Equity Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
JPMorgan  September 2009 - August 2011
UBS  September 2007 - September 2009
HSBC  July 2006 - September 2007

Skills
Equities, Investments, Alternative Investments, Financial Modeling, Derivatives, Proprietary Trading, Electronic Trading

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA, Finance, Entrepreneurship Management

Tsinghua University   2002 — 2006
B.A., Finance

Courtney Michael Courtney Michael Boston, Massachusetts Details
Courtney Michael's Fidelity Investments Experience July 2012 - Present
Job Digital Archivist at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments   July 2012 - Present
WGBH  March 2008 - June 2012
Washington University in St. Louis  July 2007 - March 2008
University of Maryland  September 2005 - June 2007
WGBH  2003 - 2004
WGBH  1999 - 2003

Skills
XML, HTML, Final Cut Pro, FileMaker, Information Architecture, Card Sorting, Content Inventory, Taxonomy, Metadata Standards, Institutional..., Controlled Vocabularies, Content Management, Digitization, Digital Libraries, Cataloging, Metadata, Archives, Library Science, User Experience, Web Content Management, Project Management, Usability Testing, Research, Content Strategy, Library, History, CMS, Editing, Video, Multimedia, Editorial, Digital Asset Management, Databases, Digital Preservation, Online Research, WordPress, Archival Research, Metadata Management, Archival Processing, Libraries, Writing, Social Media, Digital Media, Blogging

Education
University of Maryland College Park   2004 — 2007
MA/MLS, American History/Library Science (Archives)

Tufts University   1995 — 1999
BA, American History

University of Oxford   1997 — 1998
JYA, St. Catherine's, History

Wellesley High School   1991 — 1995

Stephen Nakdimen Stephen Nakdimen Little Rock, Arkansas Area Details
Stephen Nakdimen's Fidelity Investments Experience 1986 - 1995
Job Senior Payroll Analyst
Industry Telecommunications
Experience
Windstream Communications  July 2012 - Present
Performance Consultants Group   November 1996 - November 2011
InteliStaf Healthcare  2006 - 2007
Charles Schwab and Company  September 1995 - August 1996
Fidelity Investments   1986 - 1995

Skills
Leadership, Management, Analysis, Consulting, Financial Services, Management Consulting, Financial Analysis, Budgets, Team Leadership, Strategic Planning

Education
Tulane University   1982 — 1984
MBA, Finance

Tulane University   1982 — 1984
MSW, Social Work

University of Arkansas   1973 — 1977
BA, Psychology

Brendan Coyle Brendan Coyle Los Angeles, California Details
Brendan Coyle's Fidelity Investments Experience June 2013 - February 2014
Job MBA Candidate UCLA Anderson Class of 2017
Industry Internet
Experience
Prudential Financial  October 2014 - June 2015
Prudential Financial  March 2014 - September 2014
Fidelity Investments   June 2013 - February 2014
Fidelity Investments   December 2011 - May 2013

Skills
Project Management, Business Strategy, Data Analysis, Strategic Planning, Investments, Finance, Microsoft Excel, Product Management, Strategy, Leadership, Financial Analysis, Access, Financial Modeling, Microsoft Office, Marketing, Valuation, Fixed Income, Training, Video Games, Computer Games, Customer Insight, Gameplay, Online Gaming

Education
UCLA Anderson School of Management   2015 — 2017
Master of Business Administration (M.B.A.)

The Pennsylvania State University, University Park   2007 — 2011
Bachelor of Science (BS), Economics

University of Waikato   2010 — 2010
School of Arts, and Social Sciences

Jade del Castillo Jade del Castillo San Francisco Bay Area Details
Jade del Castillo's Fidelity Investments Experience September 2005 - January 2007
Job Director, Global HR Business Partner at Visa
Industry Human Resources
Experience
Visa  January 2015 - Present
Barclays Capital  April 2007 - November 2014
Fidelity Investments   September 2005 - January 2007

Skills
Succession Planning, Deferred Compensation, Performance Management, Recruiting, Employee Benefits, Personnel Management, HRIS, Onboarding, Employee Relations, Benefits Administration, Employee Engagement, Applicant Tracking..., Talent Acquisition, Talent Management, Employment Law, HR Policies, HR Consulting, Vendor Management, Microsoft Excel, Project Management, Organizational..., Customer Service, Change Management, Coaching, Microsoft Office, Equities, Sourcing, Relationship Management, Organizational Design, Executive Search, Management, Payroll

Education
New York University and Columbia University, Paris   2004 — 2005
French Language and Literature, Psychology

Tufts University   2001 — 2005
BA, Psychology, French

Kenneth Fleming, PMP, CSM Kenneth Fleming, PMP, CSM Charlotte, North Carolina Area Details
Kenneth Fleming, PMP, CSM's Fidelity Investments Experience January 2004 - 2009
Job Vice President of HR Payroll at Ceridian
Industry Financial Services
Experience
Ceridian  December 2012 - Present
Resources Global Professionals  2010 - 2012
Fidelity Investments   January 2004 - 2009
Fidelity Investments   September 1999 - December 2004
Fidelity Investments   April 1995 - August 1999
United States Army  1988 - 1991

Skills
Project Management, Operations Management, SOA, Process Improvement, Business Analysis, Business Process..., Vendor Management, Risk Management, Change Management, Six Sigma, Outsourcing, Program Management, Project Portfolio..., Financial Services, SDLC, Relationship Management, PMO, Process Management, PMP, Finance, Start-ups, CRM, Call Center Development, Leadership, Coaching, Cross-functional..., Strategy, Management, Consulting

Education
Troy University Dothan   1992 — 1994
BS Business Administration, Finance

william rudow william rudow Greater Boston Area Details
william rudow's Fidelity Investments Experience 1996 - 1998
Job Consulting Engineer at CashStar
Industry Computer Software
Experience
CashStar  August 2012 - December 2014
Syneron Candela  August 2011 - August 2012
AccuRev  2010 - November 2010
Colcort Systems   May 2006 - July 2010
Eliassen Group  2010 - 2010
Fractal Communications   2003 - 2006
IPeria  2001 - 2003
FitPlay /100x   2000 - 2001
BBN Technologies / Genuity / Level3   1998 - 2000
Fidelity Investments   1996 - 1998

Skills
Test Automation, XML, Python, Perl, Security, PostgreSQL, Selenium, C, Unix, C++, Microsoft SQL Server, MySQL, Web Applications, Apache, C#, Software Quality..., Testing, Ruby, REST, Software Design, Mobile Applications, Databases, Test Planning, Visual Studio, Shell Scripting, PHP, Quality Assurance, Linux, Android, Oracle, Eclipse, Cloud Computing, Java, Regression Testing, Subversion, Continuous Integration, Software Development, Web Services, Enterprise Software, JUnit, VMware, Visual Basic, Test Cases, Agile Methodologies, Git, Performance Testing, Architecture, Scrum, SharePoint, Software Engineering

Education
Tufts University   1974 — 1980

Walter Kuhn Walter Kuhn Greater Boston Area Details
Walter Kuhn's Fidelity Investments Experience March 2012 - August 2014
Job Marketing Program Manager Retirement Readiness Planning at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2013 - Present
Fidelity Investments   March 2012 - August 2014
TIAA-CREF  June 2011 - December 2011
Bank of America  April 2010 - December 2010
Fidelity Investments   March 2008 - November 2008
Fidelity Investments   May 2006 - February 2008
Fidelity Investments   May 2004 - May 2006
Fidelity Investments   February 2003 - April 2004
Fidelity Investments   May 1999 - November 2001
Fidelity Investments   December 1995 - April 1999

Skills
Customer Retention, Online Marketing, CRM, Marketing, Product Management, Leadership, Management, Market Research, Mutual Funds, Relationship Management, Customer Acquisition, Sales Management, Competitive Analysis, Multi-channel Marketing, Database Marketing, Email Marketing

Education
Vanderbilt University - Owen Graduate School of Management   1982 — 1984
MBA, Marketing and Finance

Tufts University   1970 — 1975
B.A., Political Science

Abby Rosenbaum Abby Rosenbaum Greater Boston Area Details
Abby Rosenbaum's Fidelity Investments Experience July 1999 - August 2001
Job Senior Research Scientist at NORC at the University of Chicago
Industry Real Estate
Experience
NORC at the University of Chicago  December 2014 - Present
CBRE-EA   February 2005 - December 2014
UBS Realty Investors  2002 - 2005
Fidelity Investments   July 1999 - August 2001

Skills
Investments, Real Estate Economics, Financial Modeling, Asset Management, Valuation, Real Estate Development, Real Estate, Economics, Commercial Real Estate, Portfolio Management, Investment Strategies, Due Diligence, Real Estate Financing, Location Intelligence

Education
University of Connecticut   2001 — 2002
Master of Arts (M.A.), Economics

Union College   1995 — 1999
Bachelor of Science, Mathematics

David Kalis David Kalis Greater Boston Area Details
David Kalis's Fidelity Investments Experience October 2006 - Present
Job Author at Forward Motion Publishing
Industry Marketing and Advertising
Experience
Forward Motion Publishing   January 2014 - Present
City of Newton  January 2011 - Present
Fidelity Investments   October 2006 - Present
Procter & Gamble  October 2005 - September 2006
The Gillette Company  2003 - 2005
The First Years  September 2002 - September 2003
Kraft Foods  August 1996 - February 2000

Skills
Customer Insight, Marketing Strategy, Segmentation, Integrated Marketing, Market Research, Digital Marketing, Brand Management, Product Marketing, Marketing Management, Cross-functional Team..., Marketing Research, Analytics, Marketing Communications, Marketing, Consumer Products, Multi-channel Marketing, Product Management, Strategy, Local Government, Russian to English, Russian Politics, Russian History, Governmental Affairs

Education
University of Chicago   1994 — 1996
Master of Business Administration (MBA), Marketing & Finance

Tufts University   1987 — 1991
Bachelor's degree, Soviet East European Studies

Evelyn Varner Evelyn Varner Boston, Massachusetts Details
Evelyn Varner's Fidelity Investments Experience June 2005 - November 2009
Job Innovation and Strategic Development Executive at Bank of America Merrill Lynch.
Industry Financial Services
Experience
Bank of America Merrill Lynch  January 2011 - Present
Monster Worldwide  2009 - February 2011
Fidelity Investments   June 2005 - November 2009
Various Fortune 1000 Companies   January 2001 - June 2005
GE Corporate Research & Development   1997 - 2001

Skills
Strategy, Business Strategy, Financial Services, Product Development, Marketing Strategy, Competitive Analysis, Product Management, Wealth Management..., Innovation, mobile / online..., Customer Experience..., Analysis, Marketing, Integration, Leadership, Management, Consulting, Strategic Planning

Education
Union College   1997 — 1998
MS, Applied Statistics & Operations Research

Eric Bonnet-Eymard Eric Bonnet-Eymard Greater Boston Area Details
Eric Bonnet-Eymard's Fidelity Investments Experience July 2011 - Present
Job Director Tax Reporting and Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2011 - Present

Education
Tufts University   1990 — 1994

Deborah (Sadowski) Bobek Deborah (Sadowski) Bobek Greater Boston Area Details
Deborah (Sadowski) Bobek's Fidelity Investments Experience June 1995 - August 1999
Job Director of Visitor Experience at New England Aquarium
Industry Museums and Institutions
Experience
New England Aquarium  May 2007 - Present
Tufts University  June 2001 - December 2006
Fidelity Investments   June 1995 - August 1999

Skills
Non-profits, Event Planning, Nonprofits, Fundraising, Community Outreach, Grant Writing, Volunteer Management, Program Development, Museums, Grants, Program Evaluation, Research, Non-profit..., Philanthropy, Teaching, Environmental Education

Education
Tufts University   2003 — 2007
Ph.D., Interdisciplinary - Political Science, Urban and Environmental Policy and Planning, Child Dvpt.

Tufts University   1999 — 2001
M.A., Child Development

Tufts University   1991 — 1995
B.S., Economics, Psychology, Spanish

Thomas Worsley Thomas Worsley Greater Los Angeles Area Details
Thomas Worsley's Fidelity Investments Experience November 2001 - Present
Job Vice President, Retirement Director (401k Sales)
Industry Financial Services
Experience
Fidelity Investments   November 2001 - Present

Education
Tulane University   1997 — 2001

Josh Lund-Wilde Josh Lund-Wilde Greater Boston Area Details
Josh Lund-Wilde's Fidelity Investments Experience October 2014 - Present
Job Asset Allocation Research Analyst
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present
Fidelity Investments   April 2013 - Present
Fidelity Investments   August 2011 - April 2013
Fidelity Investments   June 2010 - August 2010
State Street  June 2009 - August 2009
City of Somerville  April 2008 - November 2008

Skills
Stata, Data Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Economics, SPSS, Financial Analysis, Microsoft Word, Public Speaking, Analysis

Education
Tufts University   2007 — 2011
B.S., Quantitative Economics

Marissa (Forman) O'Leary Marissa (Forman) O'Leary New York, New York Details
Marissa (Forman) O'Leary's Fidelity Investments Experience 2006 - 2006
Job Strategic Account Director at Vee24
Industry Internet
Experience
Vee24   January 2014 - Present
Google  August 2008 - December 2013
Harvard Business School  2007 - 2007
Arnold Worldwide  2007 - 2007
Fidelity Investments   2006 - 2006

Skills
Google Adwords, Analytics, Digital Marketing, SEM, Google Analytics, PPC, Digital Strategy, E-commerce, Marketing, Online Advertising, Mobile Marketing, Digital Media, YouTube, Online Marketing, Display Advertising, Search Advertising, Web Analytics, Integrated Marketing, Web Marketing, Mobile Devices, Account Management, Mobile Advertising, Conversion Optimization, Customer Acquisition, Sales, Solution Selling, Consultative Selling

Education
Tufts University
B.A.

Ian Ferry Ian Ferry San Francisco Bay Area Details
Ian Ferry's Fidelity Investments Experience August 2010 - October 2011
Job Founding Partner at Jackson Square Partners
Industry Financial Services
Experience
Jackson Square Partners   May 2014 - Present
Delaware Investments, a member of the Macquarie Group  October 2011 - May 2014
Fidelity Investments   August 2010 - October 2011
Carlson Capital  June 2009 - September 2009
HarbourVest Partners  August 2005 - August 2008
Houlihan Lokey Howard Zukin   2004 - 2005

Skills
Valuation

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA

Tulane University   1998 — 2002
BS

Gene Katz Gene Katz Greater Boston Area Details
Gene Katz's Fidelity Investments Experience April 1993 - November 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments   April 1993 - November 2008
Lotus Development  March 1987 - December 1991
Computer Corporation of America  February 1982 - February 1987
CCA  1982 - 1987
IBM  June 1970 - May 1978

Skills
Mainframe, JCL, z/OS, REXX, CICS, VSAM, COBOL, Assembler, Requirements Analysis, Operating Systems, Visio, DB2, IBM Mainframe, Software Project...

Education
Tufts University   1966 — 1970
BS, Electrical Engineering

Philip Chu Philip Chu Greater Boston Area Details
Philip Chu's Fidelity Investments Experience October 1997 - December 2012
Job Technical Manager | Agile/Scrum Master Coach | Software Architect/Engineer | Infrastructure Architect | Project Manager
Industry Computer Software
Experience
Akamai Technologies  January 2015 - Present
Akamai Technologies  September 2013 - December 2014
Fidelity Investments   October 1997 - December 2012
FTP Software, Incorporated   1995 - 1997
ALI Technologies Incorporated   1993 - 1995
Lotus Development  1987 - 1993
ITP Boston, Inc.   1985 - 1987
Software Research Corporation   1983 - 1985

Skills
Agile Methodologies, Requirements Analysis, SDLC, Software Project..., Software Engineering, Unix, Project Management, Enterprise Architecture, Oracle, Agile Project Management, Java, Solution Architecture, Mobile Devices, XML, Business Requirements, Architecture, Scrum, Databases, Business Intelligence, Requirements Gathering, Oracle CRM, Visio, Data Warehousing, Systems Analysis, JavaScript, SQL, Architectures, SOA, Vendor Management, PL/SQL, Web Applications, Quality Assurance, SharePoint, Microsoft Project, Leadership, Object Oriented Design, C++, Eclipse, Oracle PL/SQL..., Rational Team Concert, Oracle BI EE, Lotus Notes, Affinium Leads, Microsoft Office

Education
Iolani

Tufts University
Bachelor's degree, Biology/Psychology

Aldo Tramontozzi Aldo Tramontozzi Greater Boston Area Details
Aldo Tramontozzi's Fidelity Investments Experience December 1994 - April 2012
Job Portfolio Planning
Industry Real Estate
Experience
CIGNA  April 2012 - Present
Fidelity Investments   December 1994 - April 2012

Skills
Contract Negotiation, Strategic Planning, Project Management, Process Improvement, Team Building

Education
Tufts University
Bachelor of Arts (BA), International Relations and Affairs

Università degli Studi di Firenze

Western New England University
Master of Business Administration (MBA), Finance, General

David Antonelli David Antonelli Greater Boston Area Details
David Antonelli's Fidelity Investments Experience July 2010 - Present
Job Equity Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2010 - Present
Credit Suisse First Boston  June 2009 - August 2009
MFS Investment Management  June 2008 - August 2008
MFS Investment Management  June 2007 - August 2007

Education
Tufts University   2006 — 2010
BA, English

Belmont Hill   1999 — 2006

Dylan Walton-Yedlin, CFA Dylan Walton-Yedlin, CFA Greater Boston Area Details
Dylan Walton-Yedlin, CFA's Fidelity Investments Experience January 2007 - June 2009
Job Fixed Income at SCS Financial
Industry Financial Services
Experience
SCS Financial  August 2011 - Present
Fidelity Capital Markets  June 2009 - August 2011
Fidelity Investments   January 2007 - June 2009
Seattle Mariners  June 2002 - May 2006

Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Investments, Wealth Management, Capital Markets, Trading, Series 7, Asset Management, Bloomberg, Alternative Investments, Financial Services, Securities, Hedge Funds, Options

Education
Union College   2002 — 2006
Bachelor of Arts, Political Science, Philosophy

Lakeside   1998 — 2006

Tim Cannon Tim Cannon Greater New York City Area Details
Tim Cannon's Fidelity Investments Experience October 2011 - July 2013
Job Regional Vice President at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable  April 2015 - Present
Fidelity Charitable  July 2013 - Present
Fidelity Investments   October 2011 - July 2013
Fidelity Investments   August 2007 - October 2011

Skills
Financial Services, Business Development, New Business Development, Project Management, Securities, Portfolio Management, Risk Management

Education
Union College   2003 — 2006
Bachelor of Arts (BA)

Catholic Memorial

Catholic Memorial

Judy Wang Bedell Judy Wang Bedell Greater Boston Area Details
Judy Wang Bedell's Fidelity Investments Experience January 2007 - August 2008
Job Mandarin Chinese Teacher at Salem High School
Industry Education Management
Experience
Salem High School  August 2013 - Present
Shore Country Day School  September 2010 - Present
The Salem Athenaeum   February 2009 - Present
Panda Land Chinese   January 2009 - Present
The Phoenix School  January 2012 - April 2012
Cartus  2011 - 2012
Peabody Essex Museum  2010 - 2011
Fidelity Investments   January 2007 - August 2008
Fidelity Investments   June 1997 - May 2007
Bank of Boston  April 1995 - June 1997

Skills
English, French, Storytelling, Cross-cultural Training, Chinese, Teaching, Multilingual, Tutoring, Software Development, C++, Java, Problem Solving, Mandarin, Cross-cultural, Entrepreneurship, International Business, Social Networking, Public Relations, Social Media, Fundraising, Data Analysis, Event Planning, Nonprofits, Public Speaking

Education
University of Connecticut   1987 — 1991
MS, Computer Science

Tsinghua University   1979 — 1984
BE, Computer Engineering and Technology

Colleen Harvey, CFA Colleen Harvey, CFA Boulder, Colorado Details
Colleen Harvey, CFA's Fidelity Investments Experience 2004 - 2010
Job Portfolio Manager at Colorado Capital Management
Industry Financial Services
Experience
Colorado Capital Management   May 2014 - Present
Merrill Lynch  2012 - 2014
Fidelity Investments   2004 - 2010
Fidelity Investments   2000 - 2004
Kelso Management Company   1998 - 2000

Skills
Portfolio Management, Wealth Management, Investment Management, Equities, Bonds, ETFs, Mutual Funds, Fixed Income, Research, Economic Research

Education
University of Notre Dame   1989 — 1993
B.A., English, history

Tufts University   1997 — 1999
MA, History

Penny Bold Polanski Penny Bold Polanski Greater New York City Area Details
Penny Bold Polanski's Fidelity Investments Experience July 1993 - August 2004
Job Business Analyst/Data Warehouse Specialist at Waste Management
Industry Information Technology and Services
Experience
Waste Management  September 2009 - Present
Swiss Army Brands, Inc.   July 2006 - September 2007
UnitedHealth Group  December 2005 - June 2006
Fidelity Investments   July 1993 - August 2004

Skills
SSIS, Business Intelligence, Microsoft SQL Server, Data Warehousing, SSRS, ETL, SharePoint

Education
Union College
BS, Computer Science

Doug Colton Doug Colton Greater Boston Area Details
Doug Colton's Fidelity Investments Experience 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments   2015 - Present
Merrill Lynch  2010 - 2015
Americas Growth Capital  2005 - 2009

Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Securities, Series 24, Series 63, Alternative Investments, Trading, Asset Managment, Equities, Investment Advisory, Hedge Funds, Capital Markets

Education
Tufts University   1984 — 1988
Bachelor's degree, Political Science and Government

Avon Old Farms

Jeff Rasanen Jeff Rasanen Greater Boston Area Details
Jeff Rasanen's Fidelity Investments Experience June 2013 - August 2013
Job Tax Senior Associate at EY
Industry Financial Services
Experience
EY  February 2015 - Present
McLane, Graf, Raulerson & Middleton Professional Association   January 2014 - May 2014
University of New Hampshire School of Law, formerly Franklin Pierce Law Center  January 2011 - May 2014
Fidelity Investments   June 2013 - August 2013
University of New Hampshire  May 2013 - July 2013
University of New Hampshire  July 2012 - May 2013
John Anthony Simmons PLLC   June 2012 - August 2012
Consumer and Commercial Law Clinic   January 2012 - May 2012
NH Local Government Center  December 2009 - December 2010
MEMIC  December 2006 - November 2009

Skills
Legal Research, Legal Writing, Workers Compensation, Insurance, Business Strategy, Microsoft Office, Westlaw, Organizational..., Organizational Structure, Proxy Voting, Lexis, Legal, Proxy Contests, Microsoft Excel, Research, Customer Service

Education
Franklin Pierce Law Center   2011 — 2014
Doctor of Law (J.D.), Law, cum laude

University of New Hampshire   2001 — 2005
Bachelor of Science, Business Administration: Marketing

Bishop Brady   1997 — 2001
High School Diploma

Andrew Knee, CPA Andrew Knee, CPA Greater New York City Area Details
Andrew Knee, CPA's Fidelity Investments Experience 1996 - 1999
Job Relationship Manager, Strategic Client Partner at ADP
Industry Financial Services
Experience
ADP  January 2015 - Present
Morgan Stanley  September 2012 - January 2015
National Financial - Fidelity Investments   April 2011 - June 2012
Morgan Stanley  2006 - 2009
Ernst & Young  2004 - 2006
Broadway Trading LLC  1999 - 2003
Fidelity Investments   1996 - 1999
Paragon Capital Corporation   1992 - 1995

Skills
Equities, Fixed Income, Securities, Capital Markets, Bloomberg, Accounting, Banking, Finance, Swaps, Microsoft Excel, Technical Analysis, Funding, Sales, Customer Service, Training, Supervisory Skills, Hedge Funds, Series 7, Prime Brokerage, Trading, Options, Financial Analysis, Series 63, Alternative Investments, Portfolio Management, Investments, Risk Management, Equity Trading, Trading Systems, Financial Services, Asset Managment, Valuation, Strategic Financial..., Electronic Trading, Financial Markets, Corporate Finance, Due Diligence, Financial Reporting, Equity Research, Commodity, Wealth Management, Financial Risk, Forecasting, Financial Statements, Equity Derivatives, Cash Management, Bonds, Foreign Exchange, Private Equity, Credit

Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Accounting and Business/Management

CHSN

David Gertner David Gertner New York, New York Details
David Gertner's Fidelity Investments Experience June 2011 - August 2011
Job Investment Banking Analyst at Portico Capital
Industry Financial Services
Experience
Portico Capital  December 2013 - Present
UBS Investment Bank  June 2012 - August 2012
HighVista Strategies  January 2012 - January 2012
Fidelity Investments   June 2011 - August 2011

Skills
Equities, Investment Banking, Venture Capital, Mergers & Acquisitions, Financial Modeling, Microsoft Office, Stata, Analysis, Finance, Investments, Microsoft Excel, Leveraged Finance, Financial Analysis, Corporate Finance

Education
Tufts University   2009 — 2013
Bachelor of Science, Quantitative Economics, 3.8/4.0

Paula Ramsdell Paula Ramsdell Greater Boston Area Details
Paula Ramsdell's Fidelity Investments Experience June 2012 - July 2013
Job Executive Assistant to the GM Mandarin Oriental Hotel Boston
Industry Hospitality
Experience
Mandarin Oriental Hotel, Boston   July 2013 - Present
Fidelity Investments   June 2012 - July 2013
Bank of America  September 2006 - March 2012
Bank of America - Consumer Bank   September 2006 - June 2011
Boston Symphony Orchestra  November 2000 - August 2006
Common Interests   June 1999 - October 2000
Four Seasons Hotels and Resorts  August 1993 - June 1999

Skills
Microsoft Outlook,..., Event Planning, Microsoft Office, Non-profits, Event Management, PowerPoint, Microsoft Excel, Microsoft Word, Project Management, Outlook, Customer Service, Nonprofits, Leadership, Banking, Fundraising, Time Management, Training

Education
Tufts University
Bachelor of Arts (B.A.), Theatre and French

Donghui (Jane) Zhao Donghui (Jane) Zhao Saint Louis, Missouri Details
Donghui (Jane) Zhao's Fidelity Investments Experience June 2015 - August 2015
Job MS Quantitative Finance Student at Washington University in St. Louis
Industry Financial Services
Experience
Washington University Investment Management Company   September 2015 - Present
Fidelity Investments   June 2015 - August 2015
Wells Fargo Advisors  January 2015 - May 2015
Olin Business School  September 2014 - May 2015
Olin Business School  August 2014 - May 2015
Avondale Partners  January 2015 - April 2015
Bank of Communications Limited  June 2014 - July 2014
Bain & Company  September 2013 - January 2014
China Universal Asset Management  May 2013 - September 2013
China Nickel Resources Holdings Company Limited   January 2013 - January 2013

Education
Washington University in St. Louis   2014 — 2015
Master's Degree

Tsinghua University   2013 — 2014
Exchange student in School of Economics & Management (SEM)

University of Wisconsin-Madison   2012 — 2014
Bachelor of Science (BS)

University of International Business and Economics   2009 — 2012

Zhengzhou Foreign Language School   2006 — 2009

Janice Delory Janice Delory Greater Boston Area Details
Janice Delory's Fidelity Investments Experience 1996 - 2002
Job Senior Fellow at Harvard Kennedy School of Government
Industry Government Administration
Experience
Harvard Kennedy School of Government  July 2014 - Present
City of Somerville  January 2004 - Present
Fidelity Investments   1996 - 2002

Skills
Public Policy, Strategic Communications, Policy Analysis, Political Campaigns, Government, Community Outreach, Economic Development, Community Development, Politics, Grants, Policy, Grant Writing, Nonprofits, Community Organizing, Program Development, Program Evaluation, Community Engagement, Legislation, Volunteer Management, Legislative Relations, Fundraising

Education
Tufts University
BA, Political Science

Ken Kargman Ken Kargman Greater New York City Area Details
Ken Kargman's Fidelity Investments Experience 2002 - 2003
Job Consultant at Quotient Software Solutions, Inc.
Industry Computer Software
Experience
AIG Business Partners  February 2012 - Present
AIG Asset Management Group  May 2010 - February 2012
The Prudential Insurance Company of America  2003 - 2010
Ernst and Young  2006 - 2006
Fidelity Investments   2002 - 2003
The Prudential Insurance Company of America  1996 - 2001
Bankers Trust Company  1991 - 1996
First Fidelity Bank  1989 - 1991
Tullett & Tokyo   1989 - 1990
Financial Technologies International, Inc.   1985 - 1989

Skills
Consulting, Business Analysis, Requirements Analysis, Business Intelligence, SDLC, Business Process..., Project Management, Management Consulting, Business Process, Risk Management, Asset Management

Education
Columbia University   2000 — 2002
MBA, Finance, Money and Financial Markets, Business Economics

Tufts University   1976 — 1980
BA, Economics, Magna Cum Laude

Chunlei Du Chunlei Du Dallas/Fort Worth Area Details
Chunlei Du's Fidelity Investments Experience December 2012 - Present
Job Oracle Applications Developer Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   December 2012 - Present
Visa  January 2006 - December 2012
Samsung Electronics  October 2003 - August 2004
China Garment Manufacture   October 2000 - October 2002

Skills
Oracle E-Business Suite, OA Framework, SQL, PL/SQL, Java, BI Publisher, Oracle SOA Suite, OBIEE, oracle adf, Oracle BPM, PMP, J2EE Web Services

Education
University of Miami   2004 — 2005
Electrical and Computer Engineering

Tsinghua University
Master of Science (MS), Computer Science

Tsinghua University
Bachelor's degree, Engineering

Matthew Sabel Matthew Sabel Greater Boston Area Details
Matthew Sabel's Fidelity Investments Experience 2000 - 2009
Job Portfolio Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  2009 - Present
Fidelity Investments   2000 - 2009

Education
Tufts University   1993 — 1997
BA, International Relations

Margaret Connell Margaret Connell Greater New York City Area Details
Margaret Connell's Fidelity Investments Experience 1998 - 2000
Job Sr Complex Director
Industry Insurance
Experience
Chartis  February 2003 - Present
Fidelity Investments   1998 - 2000

Skills
Insurance, Property & Casualty..., Reinsurance, Liability, Professional Liability, Underwriting, Employment Practices..., Legal Liability, Casualty, Excess, Liability Analysis, Captives, D, Litigation Management, Product Liability, Subrogation, Mediation, Claims Management

Education
Tufts University
BA, Philosophy

University of Kansas School of Law
JD

Cindy Hannan Cindy Hannan Greater Boston Area Details
Cindy Hannan's Fidelity Investments Experience November 2004 - Present
Job Vice President, Benefits Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2004 - Present
Mercer  November 1994 - November 2004
The Wyatt Company (now Towers Watson)   May 1989 - November 1994

Skills
Defined Benefit, Pensions, Executive Pay, Actuarial Science, Retirement, Employee Benefits, ERISA, Deferred Compensation, Defined Contribution, Retirement Plan..., 401k, HR Consulting

Education
Tufts University   1985 — 1989
BS, Mathematics and Quantitative Economics

Suffield High School   1981 — 1985

Tom Luciano Tom Luciano Greater Boston Area Details
Tom Luciano's Fidelity Investments Experience June 2013 - August 2013
Job Highly motivated and eager to embark on a professional sales career with a dynamic technology company anywhere in USA.
Industry Computer Software
Experience
Fidelity Investments   June 2013 - August 2013
Bentley University  May 2012 - August 2012
Various Volunteer Activities, New Orleans and Greater Boston Area   January 2009 - December 2011
Sodexo  June 2011 - August 2011

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Research, Project Management, Leadership

Education
Tulane University   2011 — 2015
BA Economics, expected May 2015

Terrence Loughran, CFA Terrence Loughran, CFA Yorba Linda, California Details
Terrence Loughran, CFA's Fidelity Investments Experience May 1997 - December 2005
Job Director Senior Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale  October 2007 - Present
Southwest Securities  January 2006 - August 2007
Fidelity Investments   May 1997 - December 2005
Merrill Lynch  April 1993 - May 1997

Education
UCLA Anderson School of Management   1995 — 1998
Master of Business Administration (M.B.A.)

University of Notre Dame   1987 — 1991
Bachelor's Degree, History

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