Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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'
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
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
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
Fidelity Investments May 1991 - Present
Education
Tufts University
Bachelor of Arts (BA), Political Science and Government
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
Fidelity Investments July 2014 - Present
Fidelity Investments January 2012 - Present
Education
Tufts University 2007 — 2011
BS, Mathematics, Philosophy
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
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
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
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.
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
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
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
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.
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
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.
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
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
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.
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
Fidelity Investments 1999 - Present
Pyramis Global Advisors September 2005 - September 2008
Education
Tufts University
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments July 2011 - Present
Education
Tufts University 1990 — 1994
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
Fidelity Investments November 2001 - Present
Education
Tulane University 1997 — 2001
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
MFS Investment Management 2009 - Present
Fidelity Investments 2000 - 2009
Education
Tufts University 1993 — 1997
BA, International Relations
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
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
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
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