Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Jeanine Alasmar Jeanine Alasmar's Fidelity Investments Experience April 2015 - Present
Job Private Client Group Relationship Manager
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments June 2014 - April 2015
The Capital Grille September 2010 - January 2014
Wells Fargo Advisors May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Investments, Strategic Planning, Corporate Finance, Finance, Time Management, Access, Training, Leadership, Customer Service, Teamwork
Education
University of South Florida - Tampa 2010 — 2014
Bachelors, Finance
Universidad Complutense de Madrid 2012 — 2012
International Business
Fidelity Investments April 2015 - Present
Fidelity Investments June 2014 - April 2015
The Capital Grille September 2010 - January 2014
Wells Fargo Advisors May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Investments, Strategic Planning, Corporate Finance, Finance, Time Management, Access, Training, Leadership, Customer Service, Teamwork
Education
University of South Florida - Tampa 2010 — 2014
Bachelors, Finance
Universidad Complutense de Madrid 2012 — 2012
International Business
André Zelenkovas André Zelenkovas's Fidelity Investments Experience January 2005 - February 2008
Job Principal Software Engineer at Novartis
Industry Information Technology and Services
Experience
Novartis January 2015 - Present
Constant Contact February 2011 - April 2014
Nokia February 2008 - February 2011
Fidelity Investments January 2005 - February 2008
Fidelity Investments March 2003 - January 2005
Fidelity Investments May 2001 - March 2003
Pinkerton Computer Consultants October 1998 - May 2001
Universo Online 1997 - 1998
Accenture 1997 - 1997
Tec Toy 1996 - 1997
Skills
Software Development, Java Enterprise Edition, Perl, Web Services, Oracle, Linux, SOA, Java, Software Design, Scrum, Agile Methodologies, Ruby
Education
Harvard Extension
ALM, Information Technology
Universidade de São Paulo 1991 — 1994
BS, computer science
Novartis January 2015 - Present
Constant Contact February 2011 - April 2014
Nokia February 2008 - February 2011
Fidelity Investments January 2005 - February 2008
Fidelity Investments March 2003 - January 2005
Fidelity Investments May 2001 - March 2003
Pinkerton Computer Consultants October 1998 - May 2001
Universo Online 1997 - 1998
Accenture 1997 - 1997
Tec Toy 1996 - 1997
Skills
Software Development, Java Enterprise Edition, Perl, Web Services, Oracle, Linux, SOA, Java, Software Design, Scrum, Agile Methodologies, Ruby
Education
Harvard Extension
ALM, Information Technology
Universidade de São Paulo 1991 — 1994
BS, computer science
Benjamin Willand Benjamin Willand's Fidelity Investments Experience September 2012 - Present
Job High Net Worth Service Associate
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Bass River Tennis Club December 2011 - December 2011
Street Smart Drivers August 2008 - December 2009
Skills
QuickBooks, Microsoft Word, Outlook, English, PowerPoint, Microsoft Office, Research, Microsoft Excel, Customer Service, Public Speaking, Windows, Data Entry, Teamwork, Social Media, Administrative..., Series 7, Series 63
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments September 2012 - Present
Bass River Tennis Club December 2011 - December 2011
Street Smart Drivers August 2008 - December 2009
Skills
QuickBooks, Microsoft Word, Outlook, English, PowerPoint, Microsoft Office, Research, Microsoft Excel, Customer Service, Public Speaking, Windows, Data Entry, Teamwork, Social Media, Administrative..., Series 7, Series 63
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Peter Karle, CFA Peter Karle, CFA's Fidelity Investments Experience 1998 - 2000
Job Senior Vice President, National Sales Manager
Industry Financial Services
Experience
Fidelity Stock Plan Services LLC 2001 - Present
Fidelity 2013 - 2014
Fidelity 2013 - 2014
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
USAF 1987 - 1995
Skills
Business Development, Competitive Analysis, Management, Leadership, Program Management, Equities, Outsourcing, Capital Markets, Marketing, Negotiation, Bloomberg, Selling, Series 7, Sales, Series 63, 401k, Mergers, Sales Process, Start-ups, Executive Pay, Deferred Compensation
Education
United States Air Force Academy
BS, Management / German
University of Dayton
MBA, Business
Fidelity Stock Plan Services LLC 2001 - Present
Fidelity 2013 - 2014
Fidelity 2013 - 2014
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
USAF 1987 - 1995
Skills
Business Development, Competitive Analysis, Management, Leadership, Program Management, Equities, Outsourcing, Capital Markets, Marketing, Negotiation, Bloomberg, Selling, Series 7, Sales, Series 63, 401k, Mergers, Sales Process, Start-ups, Executive Pay, Deferred Compensation
Education
United States Air Force Academy
BS, Management / German
University of Dayton
MBA, Business
Savannah Ross Savannah Ross's Fidelity Investments Experience June 2015 - Present
Job Financial Representative Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2015 - Present
Schneider Electric June 2014 - April 2015
Toyota Boshoku America June 2013 - August 2013
American Eagle Outfitters October 2010 - May 2012
Skills
Spanish, French, Microsoft Office, Leadership, Highly Dedicated, Highly responsible, Highly-organized, Highly Detailed, Highly Reliable, Teamwork, Problem Solving, Communication Skills, Flexibility, People-oriented, Communication
Education
University of Louisville 2011 — 2015
Bachelor of Science in Business Administration, Finance, International Business
Universitat Autònoma de Barcelona
Study Abroad Program, International Business
Fidelity Investments June 2015 - Present
Fidelity Investments June 2015 - Present
Schneider Electric June 2014 - April 2015
Toyota Boshoku America June 2013 - August 2013
American Eagle Outfitters October 2010 - May 2012
Skills
Spanish, French, Microsoft Office, Leadership, Highly Dedicated, Highly responsible, Highly-organized, Highly Detailed, Highly Reliable, Teamwork, Problem Solving, Communication Skills, Flexibility, People-oriented, Communication
Education
University of Louisville 2011 — 2015
Bachelor of Science in Business Administration, Finance, International Business
Universitat Autònoma de Barcelona
Study Abroad Program, International Business
John Picard John Picard's Fidelity Investments Experience June 2013 - August 2013
Job Leveraged Finance Analyst at CIT Group
Industry Financial Services
Experience
CIT July 2015 - Present
Citi June 2014 - August 2014
XML Financial Group September 2013 - February 2014
Fidelity Investments June 2013 - August 2013
PwC May 2013 - May 2013
Vern Rainville Carpentry June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Social Networking, Editing, Fundraising, Press Releases, Leadership, Event Planning, Bloomberg Terminal, Finance, Investments
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2014 — 2014
Mount Saint Charles Academy 2007 — 2011
CIT July 2015 - Present
Citi June 2014 - August 2014
XML Financial Group September 2013 - February 2014
Fidelity Investments June 2013 - August 2013
PwC May 2013 - May 2013
Vern Rainville Carpentry June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Social Networking, Editing, Fundraising, Press Releases, Leadership, Event Planning, Bloomberg Terminal, Finance, Investments
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2014 — 2014
Mount Saint Charles Academy 2007 — 2011
Edward Quick's Fidelity Investments Experience July 2008 - December 2008
Job Project Manager at Tantalus
Industry Wireless
Experience
Tantalus February 2014 - Present
Siemens Industry US July 2012 - July 2013
Silver Spring Networks December 2008 - July 2012
Fidelity Investments July 2008 - December 2008
Verizon Business October 2007 - July 2008
Fidelity Investments July 2007 - October 2007
Wavecom, Inc. April 2006 - June 2007
Sony Ericsson Mobile Communications January 2005 - April 2006
Wheat Wireless July 2003 - December 2004
Airnet Solutions 2001 - 2003
Skills
Program Management, Product Management, Wireless, Mobile Devices, Telecommunications, Cross-functional Team..., Vendor Management, Agile Methodologies, Project Portfolio..., Software Project..., Cloud Computing, Project Planning, Leadership, Enterprise Software, Management, Integration, SaaS, Smart Grid, Start-ups, PMP, Creative Problem Solving, Project Management, Networking, VoIP, Business Development, Software Development, System Deployment, Wireless Networking, Professional Services, Strategy, Pre-sales, IT Strategy, CRM, Consulting, PMO, Entrepreneurship, Business Process, Data Center, Business Process...
Education
Chubb Computer Institute
Networking/Data Comm
Union College
Business Management
Tantalus February 2014 - Present
Siemens Industry US July 2012 - July 2013
Silver Spring Networks December 2008 - July 2012
Fidelity Investments July 2008 - December 2008
Verizon Business October 2007 - July 2008
Fidelity Investments July 2007 - October 2007
Wavecom, Inc. April 2006 - June 2007
Sony Ericsson Mobile Communications January 2005 - April 2006
Wheat Wireless July 2003 - December 2004
Airnet Solutions 2001 - 2003
Skills
Program Management, Product Management, Wireless, Mobile Devices, Telecommunications, Cross-functional Team..., Vendor Management, Agile Methodologies, Project Portfolio..., Software Project..., Cloud Computing, Project Planning, Leadership, Enterprise Software, Management, Integration, SaaS, Smart Grid, Start-ups, PMP, Creative Problem Solving, Project Management, Networking, VoIP, Business Development, Software Development, System Deployment, Wireless Networking, Professional Services, Strategy, Pre-sales, IT Strategy, CRM, Consulting, PMO, Entrepreneurship, Business Process, Data Center, Business Process...
Education
Chubb Computer Institute
Networking/Data Comm
Union College
Business Management
Eric Dyson Eric Dyson's Fidelity Investments Experience October 2000 - August 2006
Job Over 20 Years of Defined Benefit and Defined Contribution Consulting Experience
Industry Financial Services
Experience
USI Consulting Group March 2013 - Present
Gallagher Retirement Services, A Division of Gallagher Benefit Services, Inc September 2006 - February 2013
Fidelity Investments October 2000 - August 2006
US Navy May 1983 - January 1994
Skills
401k, Retirement, ERISA, Investments, Retirement Planning, Qualified Retirement..., Defined Benefit, Leadership, Risk Management, Strategic Planning, Investment Advisory, Securities, Asset Allocation, Sales, Financial Advisory, Series 63, FINRA, Customer Service, Mutual Funds, Investment Strategies, Financial Services, Wealth Management, Finance, Financial Analysis, Executive Management, Business Planning, Benefits Administration, Compensation & Benefits
Education
University of North Texas
Master of Business Administration (MBA), Finance and Financial Management Services
United States Naval Academy 1979 — 1983
BS, Naval Architecture
TJHS 1975 — 1979
USI Consulting Group March 2013 - Present
Gallagher Retirement Services, A Division of Gallagher Benefit Services, Inc September 2006 - February 2013
Fidelity Investments October 2000 - August 2006
US Navy May 1983 - January 1994
Skills
401k, Retirement, ERISA, Investments, Retirement Planning, Qualified Retirement..., Defined Benefit, Leadership, Risk Management, Strategic Planning, Investment Advisory, Securities, Asset Allocation, Sales, Financial Advisory, Series 63, FINRA, Customer Service, Mutual Funds, Investment Strategies, Financial Services, Wealth Management, Finance, Financial Analysis, Executive Management, Business Planning, Benefits Administration, Compensation & Benefits
Education
University of North Texas
Master of Business Administration (MBA), Finance and Financial Management Services
United States Naval Academy 1979 — 1983
BS, Naval Architecture
TJHS 1975 — 1979
Scott Tuxbury Scott Tuxbury's Fidelity Investments Experience February 1998 - June 2002
Job Retirement & Investment Consultant
Industry Financial Services
Experience
MFA Asset Management, LLC June 2014 - August 2015
MFA Asset Management, LLC July 2010 - August 2015
The Boston Foundation October 2012 - 2014
The Lyons Company February 2009 - July 2010
Franklin Templeton Investments June 2006 - February 2009
DailyAccess Corporation July 2002 - May 2006
Fidelity Investments February 1998 - June 2002
Colonial Mutual Funds November 1995 - January 1998
Skills
Retirement Planning, Retirement, Pensions, 401k, Mutual Funds, ERISA, Management, Leadership, Program Management, Employee Benefits, Wealth, Investments, Wealth Management, Estate Planning, Wealth Management..., Risk Management
Education
University of Rhode Island 1990 — 1995
BS, Consumer Affairs
Università degli Studi di Firenze 1993 — 1993
Concentration in Italian and Art History, Art History, Italian Language
MFA Asset Management, LLC June 2014 - August 2015
MFA Asset Management, LLC July 2010 - August 2015
The Boston Foundation October 2012 - 2014
The Lyons Company February 2009 - July 2010
Franklin Templeton Investments June 2006 - February 2009
DailyAccess Corporation July 2002 - May 2006
Fidelity Investments February 1998 - June 2002
Colonial Mutual Funds November 1995 - January 1998
Skills
Retirement Planning, Retirement, Pensions, 401k, Mutual Funds, ERISA, Management, Leadership, Program Management, Employee Benefits, Wealth, Investments, Wealth Management, Estate Planning, Wealth Management..., Risk Management
Education
University of Rhode Island 1990 — 1995
BS, Consumer Affairs
Università degli Studi di Firenze 1993 — 1993
Concentration in Italian and Art History, Art History, Italian Language
Eduardo Lessa's Fidelity Investments Experience December 2013 - December 2014
Job Experienced Information Technology and Business Executive
Industry Health, Wellness and Fitness
Experience
Neighborhood Health Plan of Rhode Island January 2015 - Present
Gurnet Consulting January 2015 - Present
Fidelity Investments December 2013 - December 2014
ProProducts Web Design December 2012 - August 2013
Mediapeel January 2009 - January 2012
Gem Plumbing, Heating & Electric November 2002 - January 2009
Fidelity Investments May 1998 - October 2002
Fidelity Investments February 1992 - April 1998
Skills
Series 7 – General..., Series 24 – General..., iOS development, PHP, Laravel, ZEND,..., ASP, ASP.NET, Budgets, Business Analysis, Customer Service, E-commerce, Enterprise Software, Management, Marketing, Microsoft Office, Product Management, Project Planning, Public Speaking, Quality Assurance, Social Media, Social Media Marketing, Team Building, Testing, Troubleshooting, Web Design
Education
Universidade Presbiteriana Mackenzie 1982 — 1986
Bachelor of Science/Business Administration
UNIVERSITY OF PHOENIX – 2000 — 2002
e-Commerce Track Business Courses
Neighborhood Health Plan of Rhode Island January 2015 - Present
Gurnet Consulting January 2015 - Present
Fidelity Investments December 2013 - December 2014
ProProducts Web Design December 2012 - August 2013
Mediapeel January 2009 - January 2012
Gem Plumbing, Heating & Electric November 2002 - January 2009
Fidelity Investments May 1998 - October 2002
Fidelity Investments February 1992 - April 1998
Skills
Series 7 – General..., Series 24 – General..., iOS development, PHP, Laravel, ZEND,..., ASP, ASP.NET, Budgets, Business Analysis, Customer Service, E-commerce, Enterprise Software, Management, Marketing, Microsoft Office, Product Management, Project Planning, Public Speaking, Quality Assurance, Social Media, Social Media Marketing, Team Building, Testing, Troubleshooting, Web Design
Education
Universidade Presbiteriana Mackenzie 1982 — 1986
Bachelor of Science/Business Administration
UNIVERSITY OF PHOENIX – 2000 — 2002
e-Commerce Track Business Courses
Kaitlyn Beauregard Kaitlyn Beauregard's Fidelity Investments Experience May 2015 - Present
Job Employer Solutions Associate, Fidelity Health Group at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments May 2015 - Present
Minuteman Health, Inc September 2013 - May 2015
Temple University – Center for Obesity Research and Education August 2012 - September 2013
Eliza Corporation June 2011 - August 2011
Skills
Data Analysis, Research, Qualitative Research, Public Health, Statistics, Quantitative Research, Market Research, Program Evaluation, Analysis, Microsoft Excel, Nonprofits, Marketing Research, Community Outreach, Editing, Program Development, Analytics, Market Analysis, Online Research, PowerPoint, Critical Thinking, Public Speaking, Social Media, Facebook
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Ridgefield High School 2004 — 2008
Fidelity Investments May 2015 - Present
Minuteman Health, Inc September 2013 - May 2015
Temple University – Center for Obesity Research and Education August 2012 - September 2013
Eliza Corporation June 2011 - August 2011
Skills
Data Analysis, Research, Qualitative Research, Public Health, Statistics, Quantitative Research, Market Research, Program Evaluation, Analysis, Microsoft Excel, Nonprofits, Marketing Research, Community Outreach, Editing, Program Development, Analytics, Market Analysis, Online Research, PowerPoint, Critical Thinking, Public Speaking, Social Media, Facebook
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Ridgefield High School 2004 — 2008
Cristina Torres González's Fidelity Investments Experience August 2013 - December 2013
Job Business Associate Intern at Google
Industry Management Consulting
Experience
Google June 2014 - May 2015
Institute for Business Innovation - Haas School of Business March 2014 - May 2014
UC Berkeley January 2014 - May 2014
University of California, Berkeley, Haas School of Business January 2014 - May 2014
Fidelity Investments August 2013 - December 2013
Universidad Carlos III de Madrid January 2013 - September 2013
HC Energia August 2012 - August 2012
Skills
Microsoft Office, Econometrics, Stata, Statgraphics, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Statistical Data..., Corporate Finance, Spanish, Estrategia empresarial, Planificación...
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Bachelor of Business Administration (BBA), Education Abroad Program. Exchange student.
Universidad Carlos III de Madrid 2011 — 2015
Bachelor of Business Administration (BBA), Estrategia corporativa
Google June 2014 - May 2015
Institute for Business Innovation - Haas School of Business March 2014 - May 2014
UC Berkeley January 2014 - May 2014
University of California, Berkeley, Haas School of Business January 2014 - May 2014
Fidelity Investments August 2013 - December 2013
Universidad Carlos III de Madrid January 2013 - September 2013
HC Energia August 2012 - August 2012
Skills
Microsoft Office, Econometrics, Stata, Statgraphics, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Statistical Data..., Corporate Finance, Spanish, Estrategia empresarial, Planificación...
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Bachelor of Business Administration (BBA), Education Abroad Program. Exchange student.
Universidad Carlos III de Madrid 2011 — 2015
Bachelor of Business Administration (BBA), Estrategia corporativa
Dave Hersey Dave Hersey's Fidelity Investments Experience January 2015 - Present
Job Director of Software Engineering, Mobile Development at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - Present
Paracoders, Inc. March 2000 - December 2014
Torchlight Apps June 2012 - January 2014
Apple Computer 1991 - 1997
First Financial Conduit 1989 - 1990
SoftSync, Inc. 1986 - 1989
Viking Technologies 1985 - 1986
Skills
cocos2d, Xcode, Objective-C, C, C++, iOS, Cocoa, iPhone development, MySQL, Mac OS X, SQLite, JavaScript, iPad, iPod touch, Mac, Teamwork, OS X, iOS development, Programming, Software Engineering, Mobile Applications, HTML, iPhone, Software Development, Subversion, Object Oriented Design, OOP, Databases, APIs, User Interface Design, Java, PHP, Web Services, Creative Problem Solving, Cliff Diving, Joomla, Adobe Creative Suite, Web Applications, HTML 5, AJAX, REST, CSS, C#, Visual Studio, Ruby, iOS Development
Education
University of Rhode Island 1988 — 1990
BS, Computer Science BS, Applied Mathematics
Union College 1981 — 1983
Computer Software Engineering
St. George's School 1976 — 1980
HS
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - Present
Paracoders, Inc. March 2000 - December 2014
Torchlight Apps June 2012 - January 2014
Apple Computer 1991 - 1997
First Financial Conduit 1989 - 1990
SoftSync, Inc. 1986 - 1989
Viking Technologies 1985 - 1986
Skills
cocos2d, Xcode, Objective-C, C, C++, iOS, Cocoa, iPhone development, MySQL, Mac OS X, SQLite, JavaScript, iPad, iPod touch, Mac, Teamwork, OS X, iOS development, Programming, Software Engineering, Mobile Applications, HTML, iPhone, Software Development, Subversion, Object Oriented Design, OOP, Databases, APIs, User Interface Design, Java, PHP, Web Services, Creative Problem Solving, Cliff Diving, Joomla, Adobe Creative Suite, Web Applications, HTML 5, AJAX, REST, CSS, C#, Visual Studio, Ruby, iOS Development
Education
University of Rhode Island 1988 — 1990
BS, Computer Science BS, Applied Mathematics
Union College 1981 — 1983
Computer Software Engineering
St. George's School 1976 — 1980
HS
Adriana Ruiz, B. Eng., MMSc. Adriana Ruiz, B. Eng., MMSc.'s Fidelity Investments Experience December 2012 - Present
Job Engineer and Marketing Professional. Experienced in Research and Data Analysis
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments May 2007 - Present
Fidelity Investments April 2006 - May 2007
TW, Tropical World February 2003 - February 2006
Industrias Spring S.A 2001 - 2002
Cámara de Comercio de Bogotá 1997 - 2001
Seguros Bolivar 1995 - 1997
Ahorramas, financial services 1993 - 1995
Skills
Management, Microsoft Excel, Data Analysis, Project Management, Strategic Planning, Financial Analysis, Research, Marketing Research, Business Strategy, Business Planning, Microsoft Office, Product Development, PowerPoint, Marketing, SPSS, Leadership, Access, Microsoft Project, Database Administration, Business Objects, Presentation Skills, Analysis, Strategy, Business Analysis, Marketing Strategy, SharePoint, SQL
Education
University of Waterloo 2011 — 2014
Master of Management Science
Universidad de Los Andes 1997 — 1999
Postgraduate, Marketing
Universidad de Los Andes 1988 — 1993
BSc Industrial Eng, Management Science, Economics
Fidelity Investments December 2012 - Present
Fidelity Investments May 2007 - Present
Fidelity Investments April 2006 - May 2007
TW, Tropical World February 2003 - February 2006
Industrias Spring S.A 2001 - 2002
Cámara de Comercio de Bogotá 1997 - 2001
Seguros Bolivar 1995 - 1997
Ahorramas, financial services 1993 - 1995
Skills
Management, Microsoft Excel, Data Analysis, Project Management, Strategic Planning, Financial Analysis, Research, Marketing Research, Business Strategy, Business Planning, Microsoft Office, Product Development, PowerPoint, Marketing, SPSS, Leadership, Access, Microsoft Project, Database Administration, Business Objects, Presentation Skills, Analysis, Strategy, Business Analysis, Marketing Strategy, SharePoint, SQL
Education
University of Waterloo 2011 — 2014
Master of Management Science
Universidad de Los Andes 1997 — 1999
Postgraduate, Marketing
Universidad de Los Andes 1988 — 1993
BSc Industrial Eng, Management Science, Economics
James Warnecke, MBA, MSM James Warnecke, MBA, MSM's Fidelity Investments Experience 2006 - 2008
Job NOAA, Aircraft Operations Center, Science and Engineering Branch
Industry Research
Experience
US Department of Commerce March 2010 - Present
US Naval Reserve August 2011 - Present
US Census Bureau September 2008 - March 2010
Fidelity Investments 2006 - 2008
L-3 Communications/Vertex Aerospace 2000 - 2006
US Navy April 1987 - December 1998
Skills
Risk Management, Navy, Avionics Integration, Personnel Supervision, Personnel Management, Instructional Skills, Public Speaking, Military Transition, Recruiting, Public Affairs, Elinchrom, Electronics Repair, Unmanned Vehicles, Supply Operations, Leadership, Security Clearance, Military, DoD, Command, Management
Education
University of Phoenix 2004 — 2008
MBA, Degree #1: Business, Degree #2: Management
State University of New York at Albany 1989 — 1991
BS-Liberal Studies
United States Military Academy at West Point 1980 — 1983
Engineering
US Department of Commerce March 2010 - Present
US Naval Reserve August 2011 - Present
US Census Bureau September 2008 - March 2010
Fidelity Investments 2006 - 2008
L-3 Communications/Vertex Aerospace 2000 - 2006
US Navy April 1987 - December 1998
Skills
Risk Management, Navy, Avionics Integration, Personnel Supervision, Personnel Management, Instructional Skills, Public Speaking, Military Transition, Recruiting, Public Affairs, Elinchrom, Electronics Repair, Unmanned Vehicles, Supply Operations, Leadership, Security Clearance, Military, DoD, Command, Management
Education
University of Phoenix 2004 — 2008
MBA, Degree #1: Business, Degree #2: Management
State University of New York at Albany 1989 — 1991
BS-Liberal Studies
United States Military Academy at West Point 1980 — 1983
Engineering
Michael Manna Michael Manna's Fidelity Investments Experience June 2014 - August 2014
Job Student at Union College
Industry Financial Services
Experience
Fidelity Investments June 2014 - August 2014
Skills
Spanish, French, German, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Access
Education
Union College 2011 — 2015
Union College 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.2 / 4.0
Union College
Bachelor of Arts, Economics
Fidelity Investments June 2014 - August 2014
Skills
Spanish, French, German, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Access
Education
Union College 2011 — 2015
Union College 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.2 / 4.0
Union College
Bachelor of Arts, Economics
Christine DiGirolamo's Fidelity Investments Experience August 2015 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - August 2014
Technology Business Research January 2014 - May 2014
University of New Hampshire December 2012 - May 2013
Sage Systems June 2012 - August 2012
Skills
Spanish, Customer Service, Access, Microsoft Office, Microsoft Excel, Outlook, HTML, Microsoft Word, PowerPoint, SAS, Visual Basic, SQL, SharePoint Designer, Archer, MySQL, PhpMyAdmin, Systems Analysis, Joomla, Drupal
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (BS), Information Systems/International Afffairs, Sophmore
Universidad Antonio de Nebrija 2013 — 2013
Bachelor's degree, Spanish Language and Literature
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - August 2014
Technology Business Research January 2014 - May 2014
University of New Hampshire December 2012 - May 2013
Sage Systems June 2012 - August 2012
Skills
Spanish, Customer Service, Access, Microsoft Office, Microsoft Excel, Outlook, HTML, Microsoft Word, PowerPoint, SAS, Visual Basic, SQL, SharePoint Designer, Archer, MySQL, PhpMyAdmin, Systems Analysis, Joomla, Drupal
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (BS), Information Systems/International Afffairs, Sophmore
Universidad Antonio de Nebrija 2013 — 2013
Bachelor's degree, Spanish Language and Literature
Curtis Diaz's Fidelity Investments Experience September 2015 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments March 2015 - August 2015
Fidelity Investments August 2014 - February 2015
Diesel 2 Gas Inc. March 2013 - March 2014
SimplexGrinnell April 2012 - January 2013
Bridgestone Retail Operations, LLC May 2011 - February 2012
Vector Marketing May 2008 - September 2008
Skills
Sales Management, Leadership, Sales Process, Team Building, Negotiation, Customer Satisfaction, Training, Salesforce.com, Public Speaking, Sales, Business Development, Social Networking, Sales Operations, Direct Sales, Qualifying Prospects, Strategy, Cold Calling, Organizational..., Store Management, Account Management, Closing, Presentation Development, Prospecting, Customer Service, Microsoft Office, Consultative Sales..., Equity Trading, Client Rapport, Series 66, Spanish, Options, Business Strategy, Mathematical Analysis, Analytical Skills, Lead Generation, Financial Services, Client Service Oriented, Time Management, Multitasking Skills, Inside Sales, B2B Sales, Awesomeness, B2B
Education
University of Florida
Bachelor of Science, International Economics
Universitat Autònoma de Barcelona
Study Abroad Program: International Finance
Jesuit Tampa High School
Fidelity Investments September 2015 - Present
Fidelity Investments March 2015 - August 2015
Fidelity Investments August 2014 - February 2015
Diesel 2 Gas Inc. March 2013 - March 2014
SimplexGrinnell April 2012 - January 2013
Bridgestone Retail Operations, LLC May 2011 - February 2012
Vector Marketing May 2008 - September 2008
Skills
Sales Management, Leadership, Sales Process, Team Building, Negotiation, Customer Satisfaction, Training, Salesforce.com, Public Speaking, Sales, Business Development, Social Networking, Sales Operations, Direct Sales, Qualifying Prospects, Strategy, Cold Calling, Organizational..., Store Management, Account Management, Closing, Presentation Development, Prospecting, Customer Service, Microsoft Office, Consultative Sales..., Equity Trading, Client Rapport, Series 66, Spanish, Options, Business Strategy, Mathematical Analysis, Analytical Skills, Lead Generation, Financial Services, Client Service Oriented, Time Management, Multitasking Skills, Inside Sales, B2B Sales, Awesomeness, B2B
Education
University of Florida
Bachelor of Science, International Economics
Universitat Autònoma de Barcelona
Study Abroad Program: International Finance
Jesuit Tampa High School
Ed Parsons Ed Parsons's Fidelity Investments Experience January 2006 - January 2007
Job .
Industry Accounting
Experience
Expat-Tax-Help.com January 2014 - Present
Tax Planner CPA January 2008 - December 2013
Motu Novu October 2009 - November 2011
Independent Consultant January 2006 - December 2009
Accounting Management Solutions April 2008 - October 2009
Liberty Mutual June 2007 - June 2008
Fidelity Investments January 2006 - January 2007
ARAMARK January 2003 - January 2006
Skills
Expatriate Tax returns, foreign tax credit, foreign earned income..., SQL, expat taxes, controlled foreign..., form 5471, PFIC, Foreign Trusts, FBAR, Offshore Voluntary..., Form 8638, unfilled tax returns, back taxes, tax amnesty, Penalty Abatement, Tax Abatement, Returns, Tax Returns, Tax, Tax Preparation, Financial Reporting, Expatriate Tax, Trusts, Payroll, CPA, IRS, Foreign Tax Credit, Income Tax, Start-ups, Finance, Accounting, International Tax, Auditing, Corporate Tax, QuickBooks, Strategic Financial..., Tax Research, Sales Tax, GAAP, Tax Accounting, Small Business, Investments
Education
University of Massachusetts Boston 2005 — 2007
Masters, Accounting
Universidad de La Sabana 1987 — 2002
BS, Business
Valley Forge Military Academy & College 1995 — 1997
HS
Expat-Tax-Help.com January 2014 - Present
Tax Planner CPA January 2008 - December 2013
Motu Novu October 2009 - November 2011
Independent Consultant January 2006 - December 2009
Accounting Management Solutions April 2008 - October 2009
Liberty Mutual June 2007 - June 2008
Fidelity Investments January 2006 - January 2007
ARAMARK January 2003 - January 2006
Skills
Expatriate Tax returns, foreign tax credit, foreign earned income..., SQL, expat taxes, controlled foreign..., form 5471, PFIC, Foreign Trusts, FBAR, Offshore Voluntary..., Form 8638, unfilled tax returns, back taxes, tax amnesty, Penalty Abatement, Tax Abatement, Returns, Tax Returns, Tax, Tax Preparation, Financial Reporting, Expatriate Tax, Trusts, Payroll, CPA, IRS, Foreign Tax Credit, Income Tax, Start-ups, Finance, Accounting, International Tax, Auditing, Corporate Tax, QuickBooks, Strategic Financial..., Tax Research, Sales Tax, GAAP, Tax Accounting, Small Business, Investments
Education
University of Massachusetts Boston 2005 — 2007
Masters, Accounting
Universidad de La Sabana 1987 — 2002
BS, Business
Valley Forge Military Academy & College 1995 — 1997
HS
Michael Soltys Michael Soltys's Fidelity Investments Experience April 2015 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
New York Life Insurance Company November 2014 - April 2015
University of New Hampshire January 2014 - May 2014
University of New Hampshire January 2014 - May 2014
Northwestern Mutual April 2013 - October 2013
Hannaford Supermarkets December 2008 - December 2012
University of New Hampshire May 2012 - June 2012
University of New Hampshire May 2011 - May 2012
Skills
Spanish-speaking, Friendly Personality, Networking, Microsoft Excel, Leadership, Economics, Entrepreneurship, Time Management, Organization, Risk Management, Finance, Microsoft Word, Teamwork, Spanish, Retirement, Life Insurance, Annuity Sales
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (B.S.), Economics
Universitat Autònoma de Barcelona 2013 — 2013
Bachelor of Science (B.S.), Economics
Pinkerton Academy
Fidelity Investments April 2015 - Present
New York Life Insurance Company November 2014 - April 2015
University of New Hampshire January 2014 - May 2014
University of New Hampshire January 2014 - May 2014
Northwestern Mutual April 2013 - October 2013
Hannaford Supermarkets December 2008 - December 2012
University of New Hampshire May 2012 - June 2012
University of New Hampshire May 2011 - May 2012
Skills
Spanish-speaking, Friendly Personality, Networking, Microsoft Excel, Leadership, Economics, Entrepreneurship, Time Management, Organization, Risk Management, Finance, Microsoft Word, Teamwork, Spanish, Retirement, Life Insurance, Annuity Sales
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (B.S.), Economics
Universitat Autònoma de Barcelona 2013 — 2013
Bachelor of Science (B.S.), Economics
Pinkerton Academy
JD Kuchinski Jr. JD Kuchinski Jr.'s Fidelity Investments Experience 2005 - 2006
Job Director, FP&A at MobileIron
Industry Information Technology and Services
Experience
MobileIron March 2015 - Present
Financial Engines April 2014 - March 2015
Financial Engines April 2011 - March 2014
Financial Engines July 2008 - March 2011
GE Commercial Finance May 2007 - August 2007
Fidelity Investments 2005 - 2006
Bel Air Investment Advisers 2002 - 2003
American Financial Network February 2001 - March 2002
Putnam Investments December 1996 - December 2000
Skills
Financial Analysis, Accounting, Financial Planning, Strategic Planning, Investments, Portfolio Management, Finance, Financial Modeling, Corporate Finance, Forecasting, Risk Management, Process Improvement, Financial Reporting, Valuation, Analysis, Financial Services, Business Process..., Strategy, Business Strategy, Business Analysis, Asset Management, Start-ups, Budgets, Data Analysis, Competitive Analysis, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA
United States Military Academy at West Point 1992 — 1996
St. John's Preparatory School 1988 — 1992
MobileIron March 2015 - Present
Financial Engines April 2014 - March 2015
Financial Engines April 2011 - March 2014
Financial Engines July 2008 - March 2011
GE Commercial Finance May 2007 - August 2007
Fidelity Investments 2005 - 2006
Bel Air Investment Advisers 2002 - 2003
American Financial Network February 2001 - March 2002
Putnam Investments December 1996 - December 2000
Skills
Financial Analysis, Accounting, Financial Planning, Strategic Planning, Investments, Portfolio Management, Finance, Financial Modeling, Corporate Finance, Forecasting, Risk Management, Process Improvement, Financial Reporting, Valuation, Analysis, Financial Services, Business Process..., Strategy, Business Strategy, Business Analysis, Asset Management, Start-ups, Budgets, Data Analysis, Competitive Analysis, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA
United States Military Academy at West Point 1992 — 1996
St. John's Preparatory School 1988 — 1992
John Publicover John Publicover's Fidelity Investments Experience June 2011 - August 2011
Job Financial Securities Regulation Economic Analyst at Israel Securities Authority
Industry Banking
Experience
Memorabilia Magic January 2015 - May 2015
PLS Logistics Services October 2014 - May 2015
The University of Tampa August 2014 - May 2015
Israel Securities Authority June 2014 - August 2014
Academy Prep Centers for Education September 2012 - May 2013
GTE Financial 2013 - 2013
State Farm September 2011 - November 2011
Fidelity Investments June 2011 - August 2011
Skills
Investments, Spanish, Politics, Investment Banking, Banking, Travel, Financial Analysis, Entrepreneurship, Community Outreach, Time Management, Public Speaking, Microsoft Excel, Microsoft Word, Management, Analysis
Education
University of Tampa 2012 — 2016
Pinkerton Academy
Pinkerton Academy
Universidad de Belgrano
Memorabilia Magic January 2015 - May 2015
PLS Logistics Services October 2014 - May 2015
The University of Tampa August 2014 - May 2015
Israel Securities Authority June 2014 - August 2014
Academy Prep Centers for Education September 2012 - May 2013
GTE Financial 2013 - 2013
State Farm September 2011 - November 2011
Fidelity Investments June 2011 - August 2011
Skills
Investments, Spanish, Politics, Investment Banking, Banking, Travel, Financial Analysis, Entrepreneurship, Community Outreach, Time Management, Public Speaking, Microsoft Excel, Microsoft Word, Management, Analysis
Education
University of Tampa 2012 — 2016
Pinkerton Academy
Pinkerton Academy
Universidad de Belgrano
Emily Hann, MBA Emily Hann, MBA's Fidelity Investments Experience September 2014 - April 2015
Job Marketing Support Associate at Sprague Operating Resources LLC
Industry Financial Services
Experience
Sprague Operating Resources LLC April 2015 - Present
Fidelity Investments September 2014 - April 2015
UNH Cooperative Extension, Military Youth and Family Programs October 2010 - June 2014
Heinemann Publishing December 2013 - May 2014
Hoyle, Tanner & Associates, Inc. December 2013 - April 2014
YWCA New Hampshire June 2010 - August 2010
CVS Pharmacy November 2007 - August 2010
Skills
Teamwork, PowerPoint, Grant Writing, Marketing, Customer Service, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, Marketing Strategy, French, Team Leadership, Writing, Budgets, Analytics, Business Analysis, Communication Skills, Digital Marketing, Digital Media
Education
University of New Hampshire 2013 — 2014
Master of Business Administration (MBA)
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), English and French
Université de Bourgogne 2012 — 2012
Sprague Operating Resources LLC April 2015 - Present
Fidelity Investments September 2014 - April 2015
UNH Cooperative Extension, Military Youth and Family Programs October 2010 - June 2014
Heinemann Publishing December 2013 - May 2014
Hoyle, Tanner & Associates, Inc. December 2013 - April 2014
YWCA New Hampshire June 2010 - August 2010
CVS Pharmacy November 2007 - August 2010
Skills
Teamwork, PowerPoint, Grant Writing, Marketing, Customer Service, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, Marketing Strategy, French, Team Leadership, Writing, Budgets, Analytics, Business Analysis, Communication Skills, Digital Marketing, Digital Media
Education
University of New Hampshire 2013 — 2014
Master of Business Administration (MBA)
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), English and French
Université de Bourgogne 2012 — 2012
Geoffrey Gough Geoffrey Gough's Fidelity Investments Experience March 2012 - July 2012
Job IT Project Manager at Intermountain Healthcare
Industry Higher Education
Experience
Intermountain Healthcare October 2014 - Present
University of Utah July 2012 - October 2014
Fidelity Investments March 2012 - July 2012
Project & Portfolio Office- University of Utah June 2010 - March 2012
Fidelity Investments 2009 - June 2010
Planview 2010 - 2010
University of Utah 2008 - 2009
Skills
Data Analysis, SQL, SharePoint, Microsoft Office, Planview Enterprise, Business Objects, Project Management, Portfolio Management, Demand Management, Marketing, Software Documentation, Leadership, Requirements Gathering, Visio, Testing, Windows, Team Leadership, Analysis, Process Improvement, Requirements Analysis, Agile Methodologies, Agile Project Management, Software Project..., Business Analysis, System Administration, Systems Analysis, Project Portfolio..., MS Project, Program Management, Quality Assurance, Access, Technical Writing, Troubleshooting
Education
University of Utah - David Eccles School of Business 2013 — 2014
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business 2002 — 2009
Bachelors, Information Systems
Universidad de Oviedo 2007 — 2007
Art, Literature, Business
Intermountain Healthcare October 2014 - Present
University of Utah July 2012 - October 2014
Fidelity Investments March 2012 - July 2012
Project & Portfolio Office- University of Utah June 2010 - March 2012
Fidelity Investments 2009 - June 2010
Planview 2010 - 2010
University of Utah 2008 - 2009
Skills
Data Analysis, SQL, SharePoint, Microsoft Office, Planview Enterprise, Business Objects, Project Management, Portfolio Management, Demand Management, Marketing, Software Documentation, Leadership, Requirements Gathering, Visio, Testing, Windows, Team Leadership, Analysis, Process Improvement, Requirements Analysis, Agile Methodologies, Agile Project Management, Software Project..., Business Analysis, System Administration, Systems Analysis, Project Portfolio..., MS Project, Program Management, Quality Assurance, Access, Technical Writing, Troubleshooting
Education
University of Utah - David Eccles School of Business 2013 — 2014
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business 2002 — 2009
Bachelors, Information Systems
Universidad de Oviedo 2007 — 2007
Art, Literature, Business
Jeff Garside Jeff Garside's Fidelity Investments Experience May 2013 - October 2013
Job Project Manager at New England Boring Contractors
Industry Construction
Experience
New England Boring Contractors 2013 - Present
Fidelity Investments May 2013 - October 2013
UNH Transportation Services March 2011 - May 2013
University of New Hampshire August 2009 - May 2013
Dick's Sporting Goods February 2010 - June 2010
Subway December 2008 - March 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Photoshop, Social Media, Customer Service, Time Management, Sales, Spanish
Education
University of New Hampshire 2009 — 2013
Bachelor's degree, Geography and Spanish, Summa Cum Laude
Universidad de Granada 2012 — 2012
Spanish, A
Instituto San Joaquín de Flores 2011 — 2011
Spanish, A
New England Boring Contractors 2013 - Present
Fidelity Investments May 2013 - October 2013
UNH Transportation Services March 2011 - May 2013
University of New Hampshire August 2009 - May 2013
Dick's Sporting Goods February 2010 - June 2010
Subway December 2008 - March 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Photoshop, Social Media, Customer Service, Time Management, Sales, Spanish
Education
University of New Hampshire 2009 — 2013
Bachelor's degree, Geography and Spanish, Summa Cum Laude
Universidad de Granada 2012 — 2012
Spanish, A
Instituto San Joaquín de Flores 2011 — 2011
Spanish, A
Jennifer Salisbury Jennifer Salisbury's Fidelity Investments Experience October 2012 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments August 2014 - August 2015
Fidelity Investments June 2011 - October 2012
Sonoco January 2011 - May 2011
Firestone Complete Auto Care May 2009 - August 2009
Education
University of South Carolina - The Moore School of Business 2007 — 2011
BA, International Business, Management Science
Universidad Veritas
Study Abroad
Universidad de la Habana
Study Abroad
Fidelity Investments October 2012 - Present
Fidelity Investments August 2014 - August 2015
Fidelity Investments June 2011 - October 2012
Sonoco January 2011 - May 2011
Firestone Complete Auto Care May 2009 - August 2009
Education
University of South Carolina - The Moore School of Business 2007 — 2011
BA, International Business, Management Science
Universidad Veritas
Study Abroad
Universidad de la Habana
Study Abroad
Ed Menlibai Ed Menlibai's Fidelity Investments Experience June 2011 - Present
Job Director Architecture at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2011 - Present
PointRight Inc. April 2008 - June 2011
Iron Mountain Digital April 2002 - March 2008
CenterStone Software September 2005 - June 2006
Commerce.TV 1999 - 2002
Open Development Corporation / Glenayre 1997 - 1999
Johnson & Johnson Professional 1994 - 1997
Shaw's Supermarkets 1992 - 1994
Skills
Databases, Oracle, Web Applications, Data Warehousing, PL/SQL, XML, C, Agile Methodologies, Unix, Linux, SOA, Java Enterprise Edition, Software Development, Web Services, Microsoft SQL Server, C++, Software Project..., SQL, Application Servers, Java, ETL, Scrum, Software Engineering, Software Design, Distributed Systems, Shell Scripting, Data Modeling, Architecture, Visual Studio, Unix Shell Scripting, OOP, T-SQL, JDBC, Database Design, HTML, UML, Tomcat
Education
1979 — 1984
MS
Fidelity Investments June 2011 - Present
PointRight Inc. April 2008 - June 2011
Iron Mountain Digital April 2002 - March 2008
CenterStone Software September 2005 - June 2006
Commerce.TV 1999 - 2002
Open Development Corporation / Glenayre 1997 - 1999
Johnson & Johnson Professional 1994 - 1997
Shaw's Supermarkets 1992 - 1994
Skills
Databases, Oracle, Web Applications, Data Warehousing, PL/SQL, XML, C, Agile Methodologies, Unix, Linux, SOA, Java Enterprise Edition, Software Development, Web Services, Microsoft SQL Server, C++, Software Project..., SQL, Application Servers, Java, ETL, Scrum, Software Engineering, Software Design, Distributed Systems, Shell Scripting, Data Modeling, Architecture, Visual Studio, Unix Shell Scripting, OOP, T-SQL, JDBC, Database Design, HTML, UML, Tomcat
Education
1979 — 1984
MS
Michael Sheahan's Fidelity Investments Experience February 2015 - Present
Job Financial advisor
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Office Team November 2014 - Present
Dockside May 2014 - October 2014
Skills
Stock Management, Spanish-speaking, Bartending, Cashiering, Telephone Skills, People Skills, Office Administration, Close Attention to..., Cash Register, Always Punctual, Friendly Personality, Receptionist Duties, Driving License, Customer Satisfaction, Spanish, Time Management, Inventory Management, Enthusiasm to learn, Customer Experience, Computer/Technical..., POS, Cash Handling Experience
Education
University of Maine 2010 — 2014
Bachelor of Arts (B.A.) International Affairs, Minor in Business Administration/Spanish, Business and Spanish, 3.3/4.0
Universidad de Salamanca 2013 — 2013
International Affairs, Economics and Spanish, 3.5/4.0
Fidelity Investments February 2015 - Present
Office Team November 2014 - Present
Dockside May 2014 - October 2014
Skills
Stock Management, Spanish-speaking, Bartending, Cashiering, Telephone Skills, People Skills, Office Administration, Close Attention to..., Cash Register, Always Punctual, Friendly Personality, Receptionist Duties, Driving License, Customer Satisfaction, Spanish, Time Management, Inventory Management, Enthusiasm to learn, Customer Experience, Computer/Technical..., POS, Cash Handling Experience
Education
University of Maine 2010 — 2014
Bachelor of Arts (B.A.) International Affairs, Minor in Business Administration/Spanish, Business and Spanish, 3.3/4.0
Universidad de Salamanca 2013 — 2013
International Affairs, Economics and Spanish, 3.5/4.0
DJ Marzetta, MBA, CRPC DJ Marzetta, MBA, CRPC's Fidelity Investments Experience May 2013 - December 2014
Job Director Wealth Management at USAA
Industry Financial Services
Experience
Fidelity Investments May 2013 - December 2014
MetLife Resources March 2011 - May 2013
Lincoln Financial Group June 2009 - March 2011
Lincoln Financial Group October 2008 - May 2009
Lincoln Financial Group August 2004 - October 2008
Education
United States Naval Academy 1990 — 1994
BS, Economics
University of Houston, C.T. Bauer College of Business 2004 — 2006
Executive MBA, Business
Fidelity Investments May 2013 - December 2014
MetLife Resources March 2011 - May 2013
Lincoln Financial Group June 2009 - March 2011
Lincoln Financial Group October 2008 - May 2009
Lincoln Financial Group August 2004 - October 2008
Education
United States Naval Academy 1990 — 1994
BS, Economics
University of Houston, C.T. Bauer College of Business 2004 — 2006
Executive MBA, Business
Cindy Schieffer's Fidelity Investments Experience 2000 - 2004
Job Owner / Manager, Buzz Marblehead
Industry Public Relations and Communications
Experience
Buzz Marblehead January 2014 - Present
Self-Employed 2009 - Present
Fidelity Investments 2000 - 2004
ISM 1998 - 2001
Mullen 1998 - 2000
Agnew, Carter, McCarthy Public Relations 1994 - 1996
Skills
Creative Writing, Writing, Blogging, Blog Marketing, Social Media Marketing, Event Management, Event Planning, Marketing Communications, Marketing Event Planning, Large-scale Event..., Content Development, Journalism, Editing, Press Releases, Content Strategy
Education
Union College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature/Letters
St. Mark's School, Southborough, MA 1984 — 1989
Buzz Marblehead January 2014 - Present
Self-Employed 2009 - Present
Fidelity Investments 2000 - 2004
ISM 1998 - 2001
Mullen 1998 - 2000
Agnew, Carter, McCarthy Public Relations 1994 - 1996
Skills
Creative Writing, Writing, Blogging, Blog Marketing, Social Media Marketing, Event Management, Event Planning, Marketing Communications, Marketing Event Planning, Large-scale Event..., Content Development, Journalism, Editing, Press Releases, Content Strategy
Education
Union College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature/Letters
St. Mark's School, Southborough, MA 1984 — 1989
Robert Brody Robert Brody's Fidelity Investments Experience February 1995 - December 2008
Job Head of Governance and Business Support at Wolters Kluwer ELM Solutions
Industry Information Technology and Services
Experience
Wolters Kluwer ELM Solutions November 2014 - Present
Wolters Kluwer - TyMetrix December 2013 - November 2014
Thomson Reuters May 2009 - January 2013
Alumnus at MDL Partners 2013 - 2013
Fidelity November 2001 - December 2008
Fidelity Investments February 1995 - December 2008
United States Navy June 1975 - March 1997
Salomon Brothers 1987 - 1994
Service Academy 1971 - 1975
Skills
Derivatives, Fixed Income, Program Management, Equities, Alternative Investments, Financial Services, Risk Management, SDLC, Securities, Investment Management, 40 Act Funds, Trading, Budgets, Management, Product Development, Finance, Leadership, Process Improvement, Project Management
Education
Navy Nuclear Power School 1975 — 1976
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.), Analytic Management
Wolters Kluwer ELM Solutions November 2014 - Present
Wolters Kluwer - TyMetrix December 2013 - November 2014
Thomson Reuters May 2009 - January 2013
Alumnus at MDL Partners 2013 - 2013
Fidelity November 2001 - December 2008
Fidelity Investments February 1995 - December 2008
United States Navy June 1975 - March 1997
Salomon Brothers 1987 - 1994
Service Academy 1971 - 1975
Skills
Derivatives, Fixed Income, Program Management, Equities, Alternative Investments, Financial Services, Risk Management, SDLC, Securities, Investment Management, 40 Act Funds, Trading, Budgets, Management, Product Development, Finance, Leadership, Process Improvement, Project Management
Education
Navy Nuclear Power School 1975 — 1976
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.), Analytic Management
Michael H Sullivan Michael H Sullivan's Fidelity Investments Experience 2006 - 2010
Job VP, Compliance Operations & Transformation Office
Industry Information Technology and Services
Experience
State Street Bank November 2012 - Present
PwC October 2010 - October 2012
Fidelity Investments 2006 - 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Fluor Daniel 1992 - 1997
ExxonMobil 1981 - 1992
United States Navy 1976 - 1980
Skills
CISA, CISM, CGEIT, IT Governance, Vendor Management, IT Service Management, Outsourcing, SOX, Security, Portfolio Management, TQM, Theory of Constraints, Globalization, Kaizen, Project Portfolio..., COBIT, PMO, IT Strategy, Compliance Management, IT Audit, Risk Mitigation, Information Security..., Business Continuity, ISO 20000, Risk Management, ITIL, Process Engineering, Enterprise Risk..., SDLC, Program Management, ISO 27001, Disaster Recovery, Process Improvement
Education
University of Southern California 1978 — 1980
MS, Systems Management
Union College 1974 — 1976
BS, Engineering
State Street Bank November 2012 - Present
PwC October 2010 - October 2012
Fidelity Investments 2006 - 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Fluor Daniel 1992 - 1997
ExxonMobil 1981 - 1992
United States Navy 1976 - 1980
Skills
CISA, CISM, CGEIT, IT Governance, Vendor Management, IT Service Management, Outsourcing, SOX, Security, Portfolio Management, TQM, Theory of Constraints, Globalization, Kaizen, Project Portfolio..., COBIT, PMO, IT Strategy, Compliance Management, IT Audit, Risk Mitigation, Information Security..., Business Continuity, ISO 20000, Risk Management, ITIL, Process Engineering, Enterprise Risk..., SDLC, Program Management, ISO 27001, Disaster Recovery, Process Improvement
Education
University of Southern California 1978 — 1980
MS, Systems Management
Union College 1974 — 1976
BS, Engineering
Mary Clermont Mary Clermont's Fidelity Investments Experience June 2011 - Present
Job Vice President at Fidelity
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Putnam Investments May 1995 - June 2011
Pizza Hut, Inc (a division of PepsiCo) June 1990 - April 1995
United States Army June 1985 - June 1990
Skills
Talent Management, Human Resources, Employee Relations, Talent Acquisition, Onboarding, Deferred Compensation, Training, Organizational Design, Management, Coaching, Temporary Placement, Strategic Planning, Staff Development, Administration, Financial Services, Succession Planning, Performance Management, Employee Benefits
Education
United States Military Academy at West Point 1981 — 1985
Bachelors, Chemistry
Fidelity Investments June 2011 - Present
Putnam Investments May 1995 - June 2011
Pizza Hut, Inc (a division of PepsiCo) June 1990 - April 1995
United States Army June 1985 - June 1990
Skills
Talent Management, Human Resources, Employee Relations, Talent Acquisition, Onboarding, Deferred Compensation, Training, Organizational Design, Management, Coaching, Temporary Placement, Strategic Planning, Staff Development, Administration, Financial Services, Succession Planning, Performance Management, Employee Benefits
Education
United States Military Academy at West Point 1981 — 1985
Bachelors, Chemistry
Terri LoGiudice's Fidelity Investments Experience December 2006 - February 2009
Job Digital Solutions Manager at Alliance Data Retail Services
Industry Financial Services
Experience
Alliance Data Retail Services May 2015 - Present
The Wendy's Company August 2009 - May 2015
Fidelity Investments December 2006 - February 2009
JP Morgan Chase August 2004 - December 2006
Bank One August 1996 - July 2004
Fleet Bank 1994 - 1996
The Bank of New York 1990 - 1993
UJB Financial 1982 - 1989
Skills
Team Management, Instructional Design, Training, Needs Analysis, Employee Training, Project Management, E-Learning, ADDIE, Learning Management..., Management, Team Building, Adult Education, Performance Consulting, Leadership, Instructor-led Training, Blended Learning, Technical Writing, Hands-on Training, Vendor Management, Multimedia, PowerPoint, Microsoft Office, Learning Management, SnagIt, Distance Learning, Training Delivery, Onboarding, Camtasia, Photoshop, Outlook, SCORM, Workshop Facilitation, Adobe Acrobat, Financial Services, SharePoint, Software Documentation, Technical Training, Microsoft Excel, ILT, Adobe Connect, Web-based Training, Word, Excel, E-learning Development, WBT, Fireworks, Online Training, Captivate
Education
Union County College 1984 — 1986
Non-matriculated, Business
St Mary of the Assumption 1979 — 1982
HS Diploma, business
Alliance Data Retail Services May 2015 - Present
The Wendy's Company August 2009 - May 2015
Fidelity Investments December 2006 - February 2009
JP Morgan Chase August 2004 - December 2006
Bank One August 1996 - July 2004
Fleet Bank 1994 - 1996
The Bank of New York 1990 - 1993
UJB Financial 1982 - 1989
Skills
Team Management, Instructional Design, Training, Needs Analysis, Employee Training, Project Management, E-Learning, ADDIE, Learning Management..., Management, Team Building, Adult Education, Performance Consulting, Leadership, Instructor-led Training, Blended Learning, Technical Writing, Hands-on Training, Vendor Management, Multimedia, PowerPoint, Microsoft Office, Learning Management, SnagIt, Distance Learning, Training Delivery, Onboarding, Camtasia, Photoshop, Outlook, SCORM, Workshop Facilitation, Adobe Acrobat, Financial Services, SharePoint, Software Documentation, Technical Training, Microsoft Excel, ILT, Adobe Connect, Web-based Training, Word, Excel, E-learning Development, WBT, Fireworks, Online Training, Captivate
Education
Union County College 1984 — 1986
Non-matriculated, Business
St Mary of the Assumption 1979 — 1982
HS Diploma, business
Jeremy Casupanan Jeremy Casupanan's Fidelity Investments Experience December 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments June 2013 - December 2014
Eagle Strategies, LLC April 2011 - June 2013
The Elite Financial Network, Inc. February 2008 - April 2011
Skills
Investments, Retirement Planning, 401k Rollovers, Estate Planning, Insurance
Education
University of California, Irvine 1998 — 2002
Bachelor of Arts (B.A.), Economics
Università per Stranieri di Siena 2002 — 2002
Italian Language and Culture
Fidelity Investments December 2014 - Present
Fidelity Investments June 2013 - December 2014
Eagle Strategies, LLC April 2011 - June 2013
The Elite Financial Network, Inc. February 2008 - April 2011
Skills
Investments, Retirement Planning, 401k Rollovers, Estate Planning, Insurance
Education
University of California, Irvine 1998 — 2002
Bachelor of Arts (B.A.), Economics
Università per Stranieri di Siena 2002 — 2002
Italian Language and Culture
Deadrick D. Baker Deadrick D. Baker's Fidelity Investments Experience August 2008 - July 2009
Job SVP, Chief People Officer at Health Essentials
Industry Human Resources
Experience
Health Essentials October 2014 - Present
Baker Strategic Consulting February 2013 - December 2014
Pacific Life January 2010 - February 2013
Fidelity Investments August 2008 - July 2009
MassMutual Financial Group January 2006 - July 2008
CIGNA Healthcare 2002 - 2006
CIGNA 2002 - 2006
Motorola 1997 - 1998
Skills
Strategy, Organizational..., Leadership Development, Talent Management, Executive Development, Change Management, Executive Compensation, Succession Planning, Board Presentations, Executive Pay, Employee Relations, Talent Acquisition, Human Resources, Employee Engagement, Management, Operations Management, Personnel Management, Employee Benefits, Recruiting, Business Strategy, Program Management, Deferred Compensation, Team Leadership, Workforce Planning, Organizational Design, Executive Coaching, Team Building, Organizational..., Onboarding, Employee Training, Performance Management, Executive Search, Compensation & Benefit, Staff Development, Training, Leadership, Mergers & Acquisitions, College Recruiting, Executive Management, Career Development, HRIS, Benefits Administration, Applicant Tracking..., Labor Relations, Vendor Management, Sourcing, Technical Recruiting, Human Capital, HR Policies, Hiring
Education
New York State Regents College 1990 — 1990
Bachelor of Science (BS), Mathematics
United States Naval Academy 1984 — 1988
Bachelor of Science (BS), Mathematics
Health Essentials October 2014 - Present
Baker Strategic Consulting February 2013 - December 2014
Pacific Life January 2010 - February 2013
Fidelity Investments August 2008 - July 2009
MassMutual Financial Group January 2006 - July 2008
CIGNA Healthcare 2002 - 2006
CIGNA 2002 - 2006
Motorola 1997 - 1998
Skills
Strategy, Organizational..., Leadership Development, Talent Management, Executive Development, Change Management, Executive Compensation, Succession Planning, Board Presentations, Executive Pay, Employee Relations, Talent Acquisition, Human Resources, Employee Engagement, Management, Operations Management, Personnel Management, Employee Benefits, Recruiting, Business Strategy, Program Management, Deferred Compensation, Team Leadership, Workforce Planning, Organizational Design, Executive Coaching, Team Building, Organizational..., Onboarding, Employee Training, Performance Management, Executive Search, Compensation & Benefit, Staff Development, Training, Leadership, Mergers & Acquisitions, College Recruiting, Executive Management, Career Development, HRIS, Benefits Administration, Applicant Tracking..., Labor Relations, Vendor Management, Sourcing, Technical Recruiting, Human Capital, HR Policies, Hiring
Education
New York State Regents College 1990 — 1990
Bachelor of Science (BS), Mathematics
United States Naval Academy 1984 — 1988
Bachelor of Science (BS), Mathematics
Megan Kerbs's Fidelity Investments Experience June 2015 - Present
Job Institutional Wealth Services Intern, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Parsons Brinckerhoff March 2015 - June 2015
Harvard Business Publishing June 2014 - August 2014
Education Funding Partners June 2013 - August 2013
Education
Union College 2012 — 2016
Political Science and Government, Economics
The Rivers School 2008 — 2012
Fidelity Investments June 2015 - Present
Parsons Brinckerhoff March 2015 - June 2015
Harvard Business Publishing June 2014 - August 2014
Education Funding Partners June 2013 - August 2013
Education
Union College 2012 — 2016
Political Science and Government, Economics
The Rivers School 2008 — 2012
Harold Rhee's Fidelity Investments Experience April 2013 - Present
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Studiomouth February 2015 - Present
Fidelity Investments April 2013 - Present
Morgan Stanley Wealth Management September 2011 - April 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Morgan Stanley Smith Barney October 2007 - December 2010
Steelcase 1993 - 1994
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Wealth Management, Podcasting, Adobe Audition
Education
Yale University 1989 — 1993
BA
Union Theological Seminary 1995 — 1998
Master of Divinity
Studiomouth February 2015 - Present
Fidelity Investments April 2013 - Present
Morgan Stanley Wealth Management September 2011 - April 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Morgan Stanley Smith Barney October 2007 - December 2010
Steelcase 1993 - 1994
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Wealth Management, Podcasting, Adobe Audition
Education
Yale University 1989 — 1993
BA
Union Theological Seminary 1995 — 1998
Master of Divinity
Grace Keating's Fidelity Investments Experience July 2015 - Present
Job Project Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Office of US Senator Jeanne Shaheen May 2014 - May 2015
The New Hampshire Institute of Politics September 2011 - May 2014
State of Rhode Island May 2013 - August 2013
U.S. Senator Jack Reed May 2012 - September 2012
ABC News January 2012 - January 2012
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.)
Universidad de Sevilla 2012 — 2012
Study Abroad, Spanish Language and Culture
Mount Saint Charles Academy 2006 — 2010
High School Diploma
Fidelity Investments July 2015 - Present
Office of US Senator Jeanne Shaheen May 2014 - May 2015
The New Hampshire Institute of Politics September 2011 - May 2014
State of Rhode Island May 2013 - August 2013
U.S. Senator Jack Reed May 2012 - September 2012
ABC News January 2012 - January 2012
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.)
Universidad de Sevilla 2012 — 2012
Study Abroad, Spanish Language and Culture
Mount Saint Charles Academy 2006 — 2010
High School Diploma
Sonia Montpetit, trad. a. / C. Tr. Sonia Montpetit, trad. a. / C. Tr.'s Fidelity Investments Experience July 2015 - Present
Job Legal Translator and Law Clerk @ Fidelity Investments
Industry Translation and Localization
Experience
Fidelity Investments July 2015 - Present
Traductions Serge Bélair inc. October 2012 - May 2015
Traductions Serge Bélair inc. November 2009 - September 2012
Traductions Séguin Adams inc. May 2006 - November 2009
Investors Group Financial Services Inc. March 2000 - July 2005
Desjardins Ducharme Stein Monast January 1996 - February 2000
Skills
Translation, Technical Translation, Multilingual, French, Linguistics, Traduction, Français, Trados, Traduction technique
Education
Université de Montréal 2002 — 2006
Baccalauréat ès arts/Bachelor of Arts, Traduction/Translation
Collège François-Xavier-Garneau 1993 — 1996
DEC Techniques juridiques, Techniques juridiques / Paralegal Studies
Champlain Regional College 1986 — 1988
DEC Sciences pures, Sciences pures et appliquées / Pure & Applied Sciences
Katimavik High School 1981 — 1986
DES, Études générales
Fidelity Investments July 2015 - Present
Traductions Serge Bélair inc. October 2012 - May 2015
Traductions Serge Bélair inc. November 2009 - September 2012
Traductions Séguin Adams inc. May 2006 - November 2009
Investors Group Financial Services Inc. March 2000 - July 2005
Desjardins Ducharme Stein Monast January 1996 - February 2000
Skills
Translation, Technical Translation, Multilingual, French, Linguistics, Traduction, Français, Trados, Traduction technique
Education
Université de Montréal 2002 — 2006
Baccalauréat ès arts/Bachelor of Arts, Traduction/Translation
Collège François-Xavier-Garneau 1993 — 1996
DEC Techniques juridiques, Techniques juridiques / Paralegal Studies
Champlain Regional College 1986 — 1988
DEC Sciences pures, Sciences pures et appliquées / Pure & Applied Sciences
Katimavik High School 1981 — 1986
DES, Études générales
Elias Razzouk's Fidelity Investments Experience January 2014 - January 2014
Job Student at the University of Arizona, Eller College of Management
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Turner Construction Company June 2014 - August 2014
Capstone Collegiate Communities October 2013 - May 2014
Fidelity Investments January 2014 - January 2014
Skills
Sales, Management, Leases, Apartments, Microsoft Excel, Financial Analysis, Finance, Social Networking, Customer Service, Leadership, Teamwork, Public Speaking, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
University of Arizona 2013 — 2016
Bachelor's Degree, Finance
Universitat de Barcelona 2013 — 2013
Spanish Language and Literature
Edward Jones June 2015 - Present
Turner Construction Company June 2014 - August 2014
Capstone Collegiate Communities October 2013 - May 2014
Fidelity Investments January 2014 - January 2014
Skills
Sales, Management, Leases, Apartments, Microsoft Excel, Financial Analysis, Finance, Social Networking, Customer Service, Leadership, Teamwork, Public Speaking, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
University of Arizona 2013 — 2016
Bachelor's Degree, Finance
Universitat de Barcelona 2013 — 2013
Spanish Language and Literature
Brady Palmer Brady Palmer's Fidelity Investments Experience June 2015 - Present
Job Institutional Wealth Services Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Wolfetrap grill and rawbar May 2009 - Present
Skills
Finance, Accounting, Computers, Sports, Lacrosse, Microsoft Excel, Microsoft Word, Economics, Financial Modeling, Leadership, Teamwork
Education
Bentley University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.)
Universitat Autònoma de Barcelona 2014 — 2015
Brewster Academy 2008 — 2012
High School Diploma
Fidelity Investments June 2015 - Present
Wolfetrap grill and rawbar May 2009 - Present
Skills
Finance, Accounting, Computers, Sports, Lacrosse, Microsoft Excel, Microsoft Word, Economics, Financial Modeling, Leadership, Teamwork
Education
Bentley University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.)
Universitat Autònoma de Barcelona 2014 — 2015
Brewster Academy 2008 — 2012
High School Diploma
Joe Benvenuto, CPA's Fidelity Investments Experience June 2014 - Present
Job Assistant Branch Operations Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
NYU Stern School of Business July 2010 - May 2012
Credit Suisse June 2011 - August 2011
GMAC Financial Services November 2009 - June 2010
GMAC Financial Services August 2007 - November 2009
101st Airborne Division, United States Army October 2003 - June 2007
101st Airborne Division, United States Army June 2002 - October 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Law & Business
United States Military Academy at West Point 1998 — 2002
B.S., East Asian Studies
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
NYU Stern School of Business July 2010 - May 2012
Credit Suisse June 2011 - August 2011
GMAC Financial Services November 2009 - June 2010
GMAC Financial Services August 2007 - November 2009
101st Airborne Division, United States Army October 2003 - June 2007
101st Airborne Division, United States Army June 2002 - October 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Law & Business
United States Military Academy at West Point 1998 — 2002
B.S., East Asian Studies
Julienne Redmond Julienne Redmond's Fidelity Investments Experience April 2014 - Present
Job Director, Private Client Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Pyramis Global Advisors, a Fidelity Investments Company July 2012 - April 2014
Fidelity Investments July 2010 - July 2012
United States Air Force June 2005 - July 2010
Skills
Program Management, Process Improvement, DoD, Risk Management, Portfolio Performance..., Practice Management
Education
University of Maryland University College 2009 — 2010
Masters, Master of Finance and Information Systems
University of Maryland University College 2006 — 2009
MBA
United States Air Force Academy 2001 — 2005
Fidelity Investments April 2014 - Present
Pyramis Global Advisors, a Fidelity Investments Company July 2012 - April 2014
Fidelity Investments July 2010 - July 2012
United States Air Force June 2005 - July 2010
Skills
Program Management, Process Improvement, DoD, Risk Management, Portfolio Performance..., Practice Management
Education
University of Maryland University College 2009 — 2010
Masters, Master of Finance and Information Systems
University of Maryland University College 2006 — 2009
MBA
United States Air Force Academy 2001 — 2005
Erin Aschman Erin Aschman's Fidelity Investments Experience July 2010 - July 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2009 - July 2010
Fidelity Investments December 2007 - February 2009
Fidelity Investments October 2006 - December 2007
Skills
See Resume, Leadership, Finance
Education
University of Oklahoma 2002 — 2006
BBA, Finance
Universidad Autónoma de Guadalajara 2004 — 2004
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2009 - July 2010
Fidelity Investments December 2007 - February 2009
Fidelity Investments October 2006 - December 2007
Skills
See Resume, Leadership, Finance
Education
University of Oklahoma 2002 — 2006
BBA, Finance
Universidad Autónoma de Guadalajara 2004 — 2004
Laura Ander Laura Ander's Fidelity Investments Experience March 2015 - Present
Job High Net Worth Representative at Fidelity Investments
Industry International Trade and Development
Experience
Fidelity Investments March 2015 - Present
Charles Schwab August 2014 - February 2015
Xerox June 2014 - August 2014
Kohl's Department Stores April 2011 - December 2013
University of Colorado at Colorado Springs August 2010 - December 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Business Writing, Cash Register, Foreign Languages, Time Management, Retail, Critical Thinking, Marketing, Data Entry, Teamwork, Facebook, Social Networking, Research, Leadership, Social Media
Education
Lewis Palmer High School
University of Colorado at Colorado Springs 2010 — 2013
Bachelor's, International Business (B.S.), GPA 3.85, Summa Cum Laude Honors
Universität Duisburg-Essen, Standort Duisburg 2013 — 2013
Business/Managerial Economics
Fidelity Investments March 2015 - Present
Charles Schwab August 2014 - February 2015
Xerox June 2014 - August 2014
Kohl's Department Stores April 2011 - December 2013
University of Colorado at Colorado Springs August 2010 - December 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Business Writing, Cash Register, Foreign Languages, Time Management, Retail, Critical Thinking, Marketing, Data Entry, Teamwork, Facebook, Social Networking, Research, Leadership, Social Media
Education
Lewis Palmer High School
University of Colorado at Colorado Springs 2010 — 2013
Bachelor's, International Business (B.S.), GPA 3.85, Summa Cum Laude Honors
Universität Duisburg-Essen, Standort Duisburg 2013 — 2013
Business/Managerial Economics
Ian Lyons's Fidelity Investments Experience March 1999 - January 2003
Job Manager of Network Services at Rhode Island School of Design
Industry Information Technology and Services
Experience
Rhode Island School of Design December 2012 - Present
Rhode Island School of Design August 2005 - December 2012
OperaProvidence 2006 - 2007
Bank Rhode Island January 2003 - August 2005
Fidelity Investments March 1999 - January 2003
Entex Information Services November 1995 - March 1999
The Counsell Group March 1995 - November 1995
SHL SystemHouse August 1994 - March 1995
University of Rhode Island 1990 - 1994
Skills
Security, Servers, Windows, Deployment, Network Security, Cisco, Architecture, Firewalls, Integration, Team Building, Strategic Planning, Switches, Disaster Recovery, Data Center, Active Directory, Network Administration, Network Engineering, VPN, Operating Systems, Troubleshooting, VMware, WAN, Wireless, Vendor Management, Cisco Technologies, Telecommunications, Routers, System Deployment, Technical Support, Networking, Architectures, Information Technology, Cloud Computing, Virtualization, Project Management, Management, VoIP, Network Architecture, Wireless Networking, Network Design, TCP/IP, Strategy, Hardware, System Administration, Leadership, IT Management, Microsoft Office, Windows Server, DNS, Managed Services
Education
University of Rhode Island 1990 — 1994
BA, Political Science
Universität Salzburg 1992 — 1992
Ramsey High School, NJ
Rhode Island School of Design December 2012 - Present
Rhode Island School of Design August 2005 - December 2012
OperaProvidence 2006 - 2007
Bank Rhode Island January 2003 - August 2005
Fidelity Investments March 1999 - January 2003
Entex Information Services November 1995 - March 1999
The Counsell Group March 1995 - November 1995
SHL SystemHouse August 1994 - March 1995
University of Rhode Island 1990 - 1994
Skills
Security, Servers, Windows, Deployment, Network Security, Cisco, Architecture, Firewalls, Integration, Team Building, Strategic Planning, Switches, Disaster Recovery, Data Center, Active Directory, Network Administration, Network Engineering, VPN, Operating Systems, Troubleshooting, VMware, WAN, Wireless, Vendor Management, Cisco Technologies, Telecommunications, Routers, System Deployment, Technical Support, Networking, Architectures, Information Technology, Cloud Computing, Virtualization, Project Management, Management, VoIP, Network Architecture, Wireless Networking, Network Design, TCP/IP, Strategy, Hardware, System Administration, Leadership, IT Management, Microsoft Office, Windows Server, DNS, Managed Services
Education
University of Rhode Island 1990 — 1994
BA, Political Science
Universität Salzburg 1992 — 1992
Ramsey High School, NJ
Joshua Wilcken Joshua Wilcken's Fidelity Investments Experience June 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
P.F. Chang's China Bistro November 2006 - May 2012
Comfort Food Candles LLC January 2011 - May 2011
Skills
Microsoft Office, Money Management, Stocks, Stock Market, Stock Trading, Mutual Funds, Team Leadership, Customer Service, Financial Services, Time Management, Restaurants
Education
Utah Valley University 2007 — 2011
Bachelor of Science (B.S.), Buisness Mangement, 3.2
Universidad de Alcalá 2011 — 2011
Business Spanish Proficiency, Spanish Language
Fidelity Investments June 2012 - Present
P.F. Chang's China Bistro November 2006 - May 2012
Comfort Food Candles LLC January 2011 - May 2011
Skills
Microsoft Office, Money Management, Stocks, Stock Market, Stock Trading, Mutual Funds, Team Leadership, Customer Service, Financial Services, Time Management, Restaurants
Education
Utah Valley University 2007 — 2011
Bachelor of Science (B.S.), Buisness Mangement, 3.2
Universidad de Alcalá 2011 — 2011
Business Spanish Proficiency, Spanish Language
Adriana Holsberg Adriana Holsberg's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments May 2015 - Present
NH State Senate January 2015 - May 2015
Image Unlimited Communications May 2014 - September 2014
Seacoast Media Group May 2013 - August 2013
Skills
Press Releases, Facebook, Media Relations, Social Media, Public Relations, Blogging, Social Media Marketing, Editing, Social Networking, Marketing Communications, Copywriting, Corporate Communications, Advertising, Event Planning, AP Style, Creative Writing, InDesign, Pinterest, Journalism, Strategic Communications, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Time Management
Education
University of New Hampshire 2011 — 2015
Bachelor's degree, Communication/Business, Senior
Università degli Studi di Firenze 2014 — 2014
Study Abroad, Junior
Fidelity Investments May 2015 - Present
NH State Senate January 2015 - May 2015
Image Unlimited Communications May 2014 - September 2014
Seacoast Media Group May 2013 - August 2013
Skills
Press Releases, Facebook, Media Relations, Social Media, Public Relations, Blogging, Social Media Marketing, Editing, Social Networking, Marketing Communications, Copywriting, Corporate Communications, Advertising, Event Planning, AP Style, Creative Writing, InDesign, Pinterest, Journalism, Strategic Communications, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Time Management
Education
University of New Hampshire 2011 — 2015
Bachelor's degree, Communication/Business, Senior
Università degli Studi di Firenze 2014 — 2014
Study Abroad, Junior
cornelia pleniceanu cornelia pleniceanu's Fidelity Investments Experience September 2013 - March 2014
Job Exstream Dialogue Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments September 2013 - March 2014
Citi January 2013 - July 2013
The Dominion of Canada - General Insurance November 2006 - December 2012
CFR Craiova Romania November 1990 - September 2000
Skills
Unix, Java, Databases, COBOL, User Acceptance Testing, Testing, Software Project..., Test Planning, Regression Testing, SDLC, Software Development, JCL, Microsoft SQL Server, HTML, Access, SQL, DB2, XML, Operating Systems, Mainframe, ITIL, Windows, Business Analysis, Test Cases, Agile Methodologies, Requirements Analysis
Education
University of Craiova
Bachelor’s Degree, Mathematics and Computer Science
Fidelity Investments September 2013 - March 2014
Citi January 2013 - July 2013
The Dominion of Canada - General Insurance November 2006 - December 2012
CFR Craiova Romania November 1990 - September 2000
Skills
Unix, Java, Databases, COBOL, User Acceptance Testing, Testing, Software Project..., Test Planning, Regression Testing, SDLC, Software Development, JCL, Microsoft SQL Server, HTML, Access, SQL, DB2, XML, Operating Systems, Mainframe, ITIL, Windows, Business Analysis, Test Cases, Agile Methodologies, Requirements Analysis
Education
University of Craiova
Bachelor’s Degree, Mathematics and Computer Science
David Anthony Ward's Fidelity Investments Experience January 2004 - August 2004
Job LCAM at FirstService Residential
Industry Facilities Services
Experience
FirstService Residential Florida May 2015 - Present
FirstService Residential Florida November 2013 - Present
Mandarin Oriental Hotel Group December 2011 - October 2013
VectorGlobal Wealth Management Group November 2010 - November 2011
Beta Capital Management September 2008 - July 2010
Morgan Stanley Smith Barney August 2007 - July 2008
Bank of America November 2006 - May 2007
Fidelity Investments January 2004 - August 2004
John Hancock Funds December 2002 - January 2004
Skills
Financial Modeling, Customer Service, Luxury Brand Marketing, Spanish, Excel, Financial Analysis, Budgets, Corporate Finance, Finance, Fixed Income, Forecasting, Investments, Management, Microsoft Excel, Microsoft Office, Negotiation, Sales, Strategic Planning, Leadership
Education
Universidad Pública de Navarra 2005 — 2006
Masters
University of Maryland College Park 1998 — 2002
B.S.
FirstService Residential Florida May 2015 - Present
FirstService Residential Florida November 2013 - Present
Mandarin Oriental Hotel Group December 2011 - October 2013
VectorGlobal Wealth Management Group November 2010 - November 2011
Beta Capital Management September 2008 - July 2010
Morgan Stanley Smith Barney August 2007 - July 2008
Bank of America November 2006 - May 2007
Fidelity Investments January 2004 - August 2004
John Hancock Funds December 2002 - January 2004
Skills
Financial Modeling, Customer Service, Luxury Brand Marketing, Spanish, Excel, Financial Analysis, Budgets, Corporate Finance, Finance, Fixed Income, Forecasting, Investments, Management, Microsoft Excel, Microsoft Office, Negotiation, Sales, Strategic Planning, Leadership
Education
Universidad Pública de Navarra 2005 — 2006
Masters
University of Maryland College Park 1998 — 2002
B.S.
Paul Henkel Paul Henkel's Fidelity Investments Experience 2006 - 2009
Job Director, Quality Improvement Consulting at Cincinnati Children's Hospital Medical Center
Industry Hospital & Health Care
Experience
Cincinnati Children's Hospital Medical Center April 2014 - Present
Cincinnati Children's Hospital Medical Center January 2013 - March 2014
Schulman Associates Institutional Review Board August 2009 - February 2012
Fidelity Investments 2006 - 2009
Fidelity Investments 1999 - 2006
Fidelity Investments 1996 - 1999
U.S. Navy 1983 - 1994
Skills
Senior Operations..., Project Management (PMP), Analysis & Budgeting, Organizational Design, Start-ups and..., Cost Control, Process Improvement, Quality Assurance, Quality Control, Performance Metrics, Risk Management, Process Documentation, Transaction Processing, Customer Service Teams, Budgets, Analysis, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
United States Naval Academy 1979 — 1983
BS, Oceanography
Cincinnati Children's Hospital Medical Center April 2014 - Present
Cincinnati Children's Hospital Medical Center January 2013 - March 2014
Schulman Associates Institutional Review Board August 2009 - February 2012
Fidelity Investments 2006 - 2009
Fidelity Investments 1999 - 2006
Fidelity Investments 1996 - 1999
U.S. Navy 1983 - 1994
Skills
Senior Operations..., Project Management (PMP), Analysis & Budgeting, Organizational Design, Start-ups and..., Cost Control, Process Improvement, Quality Assurance, Quality Control, Performance Metrics, Risk Management, Process Documentation, Transaction Processing, Customer Service Teams, Budgets, Analysis, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
United States Naval Academy 1979 — 1983
BS, Oceanography
Matt Franck's Fidelity Investments Experience September 2008 - Present
Job Financial Team Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
E*TRADE Financial February 2001 - June 2008
Charles Schwab February 1998 - February 2001
Charles Schwab December 1992 - February 1998
Skills
Financial Services, Sales Management, Training, Public Speaking, Wealth Management, Coaching, Vendor Management, Salesforce.com, Investments, Mutual Funds, Strategy, Leadership, Management, CRM, Team Leadership, Selling, Sales
Education
University of Nebraska-Lincoln 1991 — 1992
Bachelor of Arts, Economics, minor in Mathematics
United States Air Force Academy 1988 — 1991
Operations Research
Fidelity Investments September 2008 - Present
E*TRADE Financial February 2001 - June 2008
Charles Schwab February 1998 - February 2001
Charles Schwab December 1992 - February 1998
Skills
Financial Services, Sales Management, Training, Public Speaking, Wealth Management, Coaching, Vendor Management, Salesforce.com, Investments, Mutual Funds, Strategy, Leadership, Management, CRM, Team Leadership, Selling, Sales
Education
University of Nebraska-Lincoln 1991 — 1992
Bachelor of Arts, Economics, minor in Mathematics
United States Air Force Academy 1988 — 1991
Operations Research
Mame Leslie Mame Leslie's Fidelity Investments Experience January 2010 - May 2010
Job Senior Manager, Deloitte
Industry Management Consulting
Experience
Deloitte January 2011 - Present
SharkPro Software Corp October 2010 - December 2010
Houston Gym June 2009 - October 2010
Fidelity Investments January 2010 - May 2010
Fidelity Investments July 2009 - May 2010
Fidelity Investments August 2009 - December 2009
Hartford Technology Services Company January 2009 - July 2009
Hartford Technology Services Company October 2007 - July 2009
The Hartford July 2008 - December 2008
HTSC January 2008 - July 2008
Skills
Program Management, Process Improvement, PMP, Project Management, Risk Management, Leadership, Team Leadership, PMO, Project Planning, Integration, Management, Strategy, CRM, Requirements Gathering, Budgets, Software Development, Earned Value Management, Business Analysis, DoD, SDLC, Resource Allocation, Project Portfolio..., Software Project..., Resource Management, Business Process, Analysis, Cross-functional Team..., MS Project, SharePoint, Management Consulting, Vendor Management, Change Management, IT Strategy, Requirements Analysis, Enterprise Software, Testing, Consulting, Business Process..., Training, Proposal Writing
Education
Wright State University 2002 — 2003
MBA, International Business, Management & Project Management
United States Air Force Academy 1996 — 2000
BS, Management
Deloitte January 2011 - Present
SharkPro Software Corp October 2010 - December 2010
Houston Gym June 2009 - October 2010
Fidelity Investments January 2010 - May 2010
Fidelity Investments July 2009 - May 2010
Fidelity Investments August 2009 - December 2009
Hartford Technology Services Company January 2009 - July 2009
Hartford Technology Services Company October 2007 - July 2009
The Hartford July 2008 - December 2008
HTSC January 2008 - July 2008
Skills
Program Management, Process Improvement, PMP, Project Management, Risk Management, Leadership, Team Leadership, PMO, Project Planning, Integration, Management, Strategy, CRM, Requirements Gathering, Budgets, Software Development, Earned Value Management, Business Analysis, DoD, SDLC, Resource Allocation, Project Portfolio..., Software Project..., Resource Management, Business Process, Analysis, Cross-functional Team..., MS Project, SharePoint, Management Consulting, Vendor Management, Change Management, IT Strategy, Requirements Analysis, Enterprise Software, Testing, Consulting, Business Process..., Training, Proposal Writing
Education
Wright State University 2002 — 2003
MBA, International Business, Management & Project Management
United States Air Force Academy 1996 — 2000
BS, Management
Brendan McGuire Brendan McGuire's Fidelity Investments Experience May 2015 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Skills
Series 7, Series 63, Series 24, Equities, Financial Services, Bloomberg, Securities, Investments, Financial Analysis, Investment Strategies, Investment Management, Foreign Exchange, VBA, visual basic
Education
Union College 2001 — 2005
Bachelor of Arts, Economics
Fidelity Investments May 2015 - Present
Skills
Series 7, Series 63, Series 24, Equities, Financial Services, Bloomberg, Securities, Investments, Financial Analysis, Investment Strategies, Investment Management, Foreign Exchange, VBA, visual basic
Education
Union College 2001 — 2005
Bachelor of Arts, Economics
Emilio Arce's Fidelity Investments Experience April 2011 - January 2013
Job Sr. Technical Lead, Applications at Sonos, Inc.
Industry Computer Software
Experience
Sonos, Inc. January 2013 - Present
Fidelity Investments April 2011 - January 2013
Fidelity Investments, Voice Technology & Architecture 2009 - March 2011
Fidelity Investments, Emerging Telecommunication Architecture 2007 - 2009
Fidelity Investments, Core Technology Group 2004 - 2007
Fidelity Investments, E-Business Technology Group 2001 - 2004
Dataware Technologies, Inc 1999 - 2001
Sovereign Hill Software 1997 - 1999
Virginia Tech Computer Science Department 1996 - 1997
Skills
Unix, Data Mining, Spring, Java Enterprise Edition, XML, Web Services, Databases, Java, C++, REST, Distributed Systems, Eclipse, Integration, Mobile Architecture, Agile Methodologies, Architecture, HTML, SOA, Software Development, Software Project..., Android, Architectures, Enterprise Software, Mobile Applications
Education
Virginia Polytechnic Institute and State University 1995 — 1997
B.S
Universidad de Belgrano 1992 — 1994
A.S.
Sonos, Inc. January 2013 - Present
Fidelity Investments April 2011 - January 2013
Fidelity Investments, Voice Technology & Architecture 2009 - March 2011
Fidelity Investments, Emerging Telecommunication Architecture 2007 - 2009
Fidelity Investments, Core Technology Group 2004 - 2007
Fidelity Investments, E-Business Technology Group 2001 - 2004
Dataware Technologies, Inc 1999 - 2001
Sovereign Hill Software 1997 - 1999
Virginia Tech Computer Science Department 1996 - 1997
Skills
Unix, Data Mining, Spring, Java Enterprise Edition, XML, Web Services, Databases, Java, C++, REST, Distributed Systems, Eclipse, Integration, Mobile Architecture, Agile Methodologies, Architecture, HTML, SOA, Software Development, Software Project..., Android, Architectures, Enterprise Software, Mobile Applications
Education
Virginia Polytechnic Institute and State University 1995 — 1997
B.S
Universidad de Belgrano 1992 — 1994
A.S.
Cindy Carbone's Fidelity Investments Experience June 1998 - July 1999
Job Owner, Commit to H.E.A.L, Healthy Life Coach, Inspiring Speaker
Industry Health, Wellness and Fitness
Experience
Commit to H.E.A.L (Healthy Eating and Living) January 2012 - Present
PwC July 1999 - July 2000
Fidelity Investments June 1998 - July 1999
PwC September 1992 - June 1997
Skills
Employee Relations, Performance Management, College Recruiting, Recruitment/Retention, Career Counseling, Executive Coaching, Wellness Coaching, Compensation, Organizational..., Coaching, Leadership Development, Interviewing, Nutrition, Public Speaking, Interviews, Lifestyle Coaching, Weight, Employee Wellness, Human Resources, Wellness, Wellbeing, Health Education, Deferred Compensation, Recruiting, Team Building
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health Coach, nutrition, health, wellness, coaching
Union College 1988 — 1992
Union College, BA Sociology
Commit to H.E.A.L (Healthy Eating and Living) January 2012 - Present
PwC July 1999 - July 2000
Fidelity Investments June 1998 - July 1999
PwC September 1992 - June 1997
Skills
Employee Relations, Performance Management, College Recruiting, Recruitment/Retention, Career Counseling, Executive Coaching, Wellness Coaching, Compensation, Organizational..., Coaching, Leadership Development, Interviewing, Nutrition, Public Speaking, Interviews, Lifestyle Coaching, Weight, Employee Wellness, Human Resources, Wellness, Wellbeing, Health Education, Deferred Compensation, Recruiting, Team Building
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health Coach, nutrition, health, wellness, coaching
Union College 1988 — 1992
Union College, BA Sociology
Maria Antonia Londono's Fidelity Investments Experience May 2004 - July 2005
Job Senior Global Custody Buy Side Relationship Manager
Industry Financial Services
Experience
BNY Mellon March 2009 - June 2014
Goldman Sachs September 2007 - October 2008
Fidelity Investments May 2004 - July 2005
State Street Bank February 2001 - September 2003
Skills
Financial Services, Due Diligence, Capital Markets, Fixed Income, Securities, Global Network Managemt, Global Custody, Emerging Markets, Relationship Building, Relationship Management, Equities, Investments
Education
University of Miami School of Law 2005 — 2006
LL.M. in Comparative Law
Universidad Complutense de Madrid 1999 — 1999
International Relations and Developing Countries
Universidad de Los Andes 1992 — 1997
Título de Abogado (Juris Doctor equivalent), Law
BNY Mellon March 2009 - June 2014
Goldman Sachs September 2007 - October 2008
Fidelity Investments May 2004 - July 2005
State Street Bank February 2001 - September 2003
Skills
Financial Services, Due Diligence, Capital Markets, Fixed Income, Securities, Global Network Managemt, Global Custody, Emerging Markets, Relationship Building, Relationship Management, Equities, Investments
Education
University of Miami School of Law 2005 — 2006
LL.M. in Comparative Law
Universidad Complutense de Madrid 1999 — 1999
International Relations and Developing Countries
Universidad de Los Andes 1992 — 1997
Título de Abogado (Juris Doctor equivalent), Law
Sheila Barter, PMP's Fidelity Investments Experience September 1994 - July 1995
Job Experienced Project Leader
Industry Computer Software
Experience
EnerNOC October 2011 - Present
Pro Teck Valuation Services August 2010 - July 2011
Pro Teck Valuation Services February 2010 - July 2010
IBM Rational Software February 2000 - April 2009
CareInsite, Inc. (formerly Avicenna Systems) February 1997 - February 2000
Hewlett-Packard September 1996 - January 1997
WSI Corporation July 1995 - September 1996
Fidelity Investments September 1994 - July 1995
National Medical Care (now Fresenius Medical Care) April 1992 - September 1994
Education
University of Massachusetts at Lowell
Bachelor's Degree, Management Informations Systems
Universidad de Valladolid
Completed one semester to obtain a Minor in Spanish
EnerNOC October 2011 - Present
Pro Teck Valuation Services August 2010 - July 2011
Pro Teck Valuation Services February 2010 - July 2010
IBM Rational Software February 2000 - April 2009
CareInsite, Inc. (formerly Avicenna Systems) February 1997 - February 2000
Hewlett-Packard September 1996 - January 1997
WSI Corporation July 1995 - September 1996
Fidelity Investments September 1994 - July 1995
National Medical Care (now Fresenius Medical Care) April 1992 - September 1994
Education
University of Massachusetts at Lowell
Bachelor's Degree, Management Informations Systems
Universidad de Valladolid
Completed one semester to obtain a Minor in Spanish
Roxana Balan's Fidelity Investments Experience April 2006 - February 2009
Job Manager Corporate Accounting at Roynat Capital
Industry Accounting
Experience
Roynat Capital March 2015 - Present
Roynat Capital May 2011 - March 2015
State Street June 2009 - December 2010
Fidelity Investments April 2006 - February 2009
YM Inc Toronto December 2004 - September 2005
Regional Employment Agency, Deva, Romania November 2000 - August 2004
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Process Improvement, Microsoft Excel, Payroll, Time Management, Accounting, Management, Business Analysis, Analysis, Risk Management
Education
Universitatea de Vest din Timișoara 1996 — 2000
Bachelor’s Degree, Finance
CGA Ontario - PACE level completed
Roynat Capital March 2015 - Present
Roynat Capital May 2011 - March 2015
State Street June 2009 - December 2010
Fidelity Investments April 2006 - February 2009
YM Inc Toronto December 2004 - September 2005
Regional Employment Agency, Deva, Romania November 2000 - August 2004
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Process Improvement, Microsoft Excel, Payroll, Time Management, Accounting, Management, Business Analysis, Analysis, Risk Management
Education
Universitatea de Vest din Timișoara 1996 — 2000
Bachelor’s Degree, Finance
CGA Ontario - PACE level completed
Santiago Quinto Silveyra's Fidelity Investments Experience March 2015 - Present
Job Strategy Consultant
Industry Management Consulting
Experience
Fidelity Investments March 2015 - Present
Deloitte July 2011 - February 2015
McKinsey & Company June 2010 - August 2010
LNK Solutions November 2007 - July 2009
Universidad de San Andrés July 2008 - June 2009
Freelance July 2006 - June 2008
Ernst & Young April 2006 - November 2007
Gillette January 2006 - April 2006
Skills
Business Strategy, Organizational Design, Financial Modeling, Market Analysis, Business Development, Governance, Strategy, Strategic Planning, Business Process..., Business Valuation, Supply Chain, Marketing Strategy, Sales strategy, Product Strategies, Problem Solving, Analytical Skills, Brainstorm Facilitation, Storyboarding, Project Management, Process Simulation, Monte Carlo Simulation, DCF Valuation, Competitive Assessment, Key Performance..., Supply Chain Management, PMI, Intellectually Curious, Coaching, Resiliency, Open Minded, Latin America, Business Planning, Consulting
Education
University of Virginia Darden School of Business 2009 — 2011
MBA
Universidad de 'San Andrés' 2002 — 2006
Licenciado en Administracion de Empresas
Los Molinos
Fidelity Investments March 2015 - Present
Deloitte July 2011 - February 2015
McKinsey & Company June 2010 - August 2010
LNK Solutions November 2007 - July 2009
Universidad de San Andrés July 2008 - June 2009
Freelance July 2006 - June 2008
Ernst & Young April 2006 - November 2007
Gillette January 2006 - April 2006
Skills
Business Strategy, Organizational Design, Financial Modeling, Market Analysis, Business Development, Governance, Strategy, Strategic Planning, Business Process..., Business Valuation, Supply Chain, Marketing Strategy, Sales strategy, Product Strategies, Problem Solving, Analytical Skills, Brainstorm Facilitation, Storyboarding, Project Management, Process Simulation, Monte Carlo Simulation, DCF Valuation, Competitive Assessment, Key Performance..., Supply Chain Management, PMI, Intellectually Curious, Coaching, Resiliency, Open Minded, Latin America, Business Planning, Consulting
Education
University of Virginia Darden School of Business 2009 — 2011
MBA
Universidad de 'San Andrés' 2002 — 2006
Licenciado en Administracion de Empresas
Los Molinos
Gary Distefano's Fidelity Investments Experience June 2000 - July 2002
Job GM at Applebee's
Industry Restaurants
Experience
Applebee's managerapplebees2002 - 2008
Fidelity Investments June 2000 - July 2002
American Express January 1998 - November 2000
Education
Union College 1993 — 1997
Applebee's managerapplebees2002 - 2008
Fidelity Investments June 2000 - July 2002
American Express January 1998 - November 2000
Education
Union College 1993 — 1997
Seamus Galligan's Fidelity Investments Experience 2006 - 2007
Job Athletic Program Coordinator at New Bedford Public Schools
Industry Sports
Experience
New Bedford Public Schools November 2009 - Present
sanofi-aventis 2008 - 2009
Octagon Marketing 2007 - 2008
Fidelity Investments 2006 - 2007
Education
University of Massachusetts Dartmouth 2009 — 2011
MBA, Sustainable Studies
Union College 1998 — 2002
BA, Political Science
New Bedford Public Schools November 2009 - Present
sanofi-aventis 2008 - 2009
Octagon Marketing 2007 - 2008
Fidelity Investments 2006 - 2007
Education
University of Massachusetts Dartmouth 2009 — 2011
MBA, Sustainable Studies
Union College 1998 — 2002
BA, Political Science
Ethan Thomas's Fidelity Investments Experience January 2010 - Present
Job Operations Leader Productivity, Performance and Efficiency
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments January 2008 - January 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 1999 - 2003
Fidelity Investments 1998 - 1999
Fidelity Investments 1994 - 1998
Skills
Series 7, Project Management, Business Analysis, Business Process, Change Management, Leadership, Vendor Management, Process Improvement, Equities, Series 63, Financial Services, Mutual Funds, Cross-functional Team..., 401k
Education
Union College 1988 — 1993
Bachelor of Science (BS), Economics
Fidelity Investments January 2010 - Present
Fidelity Investments January 2008 - January 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 1999 - 2003
Fidelity Investments 1998 - 1999
Fidelity Investments 1994 - 1998
Skills
Series 7, Project Management, Business Analysis, Business Process, Change Management, Leadership, Vendor Management, Process Improvement, Equities, Series 63, Financial Services, Mutual Funds, Cross-functional Team..., 401k
Education
Union College 1988 — 1993
Bachelor of Science (BS), Economics
Louis Schwartz's Fidelity Investments Experience November 2007 - September 2010
Job Senior Vice President Network Management at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2010 - Present
Fidelity Investments November 2007 - September 2010
State Street Bank November 1999 - November 2007
State Street Bank July 1997 - November 1999
Skills
Financial Services, Financial Risk, Global Custody, Corporate Actions, Settlement, Securities, Mutual Funds, Fixed Income, Back Office, Equities, Securities Lending, Bonds, Financial Markets, Relationship Management
Education
Union College 1993 — 1997
BA, Economics
Commack High School 1989 — 1993
Northern Trust September 2010 - Present
Fidelity Investments November 2007 - September 2010
State Street Bank November 1999 - November 2007
State Street Bank July 1997 - November 1999
Skills
Financial Services, Financial Risk, Global Custody, Corporate Actions, Settlement, Securities, Mutual Funds, Fixed Income, Back Office, Equities, Securities Lending, Bonds, Financial Markets, Relationship Management
Education
Union College 1993 — 1997
BA, Economics
Commack High School 1989 — 1993
Carlos Matos's Fidelity Investments Experience September 2010 - Present
Job Director Global Network Architecture at Fidelity Investments
Industry Information Technology and Services
Experience
Open Networking User Group (ONUG) January 2014 - Present
Fidelity Investments September 2010 - Present
Fidelity Investments May 1999 - August 2010
DivxNetworks 2002 - 2004
Fidelity Investments June 1999 - October 2002
Lucent Technologies February 1998 - July 1999
University of Colorado at Boulder October 1997 - May 1999
SENIAT 1996 - 1997
Movilnet 1992 - 1995
Skills
Security, Architecture, Telecommunications, Network Architecture, Data Center, Software Documentation, Enterprise Architecture, Virtualization, Cisco Technologies, Wireless, Cloud Computing, Networking, Program Management, Enterprise Software, Firewalls, Integration, Leadership, Network Engineering, Disaster Recovery, ITIL, IT Strategy, Network Security, Architectures, Project Management, VPN, Solution Architecture, Switches, Kanban, Agile Methodologies, Agile Project Management, NFV Network Function..., SDN Software Defined..., Management, Load Balancing, IP, Databases, Infrastructure, Requirements Analysis, Routers, System Deployment, Troubleshooting, DNS, SDLC, Information Security..., Business Continuity, TCP/IP, IT Management, Network Design, Business Analysis, Product Management
Education
University of Colorado Boulder 1997 — 1999
MS Telecommunications, Telecom and Data Networks
Universidad José María Vargas 1990 — 1995
BA, Business Management / MIS Dual program
Open Networking User Group (ONUG) January 2014 - Present
Fidelity Investments September 2010 - Present
Fidelity Investments May 1999 - August 2010
DivxNetworks 2002 - 2004
Fidelity Investments June 1999 - October 2002
Lucent Technologies February 1998 - July 1999
University of Colorado at Boulder October 1997 - May 1999
SENIAT 1996 - 1997
Movilnet 1992 - 1995
Skills
Security, Architecture, Telecommunications, Network Architecture, Data Center, Software Documentation, Enterprise Architecture, Virtualization, Cisco Technologies, Wireless, Cloud Computing, Networking, Program Management, Enterprise Software, Firewalls, Integration, Leadership, Network Engineering, Disaster Recovery, ITIL, IT Strategy, Network Security, Architectures, Project Management, VPN, Solution Architecture, Switches, Kanban, Agile Methodologies, Agile Project Management, NFV Network Function..., SDN Software Defined..., Management, Load Balancing, IP, Databases, Infrastructure, Requirements Analysis, Routers, System Deployment, Troubleshooting, DNS, SDLC, Information Security..., Business Continuity, TCP/IP, IT Management, Network Design, Business Analysis, Product Management
Education
University of Colorado Boulder 1997 — 1999
MS Telecommunications, Telecom and Data Networks
Universidad José María Vargas 1990 — 1995
BA, Business Management / MIS Dual program
Elsa Galvez's Fidelity Investments Experience 2006 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Skills
Business Analysis, Financial Analysis, Management Consulting, Risk Management, Requirements Analysis, Banking
Education
Universidad del Pacífico (PE) 1979 — 1983
Universidad de Piura
Fidelity Investments 2006 - Present
Skills
Business Analysis, Financial Analysis, Management Consulting, Risk Management, Requirements Analysis, Banking
Education
Universidad del Pacífico (PE) 1979 — 1983
Universidad de Piura
Tom Byers's Fidelity Investments Experience June 2007 - Present
Job Product Development Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2007 - Present
First Systems Corporation, Inc April 1997 - October 2007
Alion Science and Technology October 2005 - May 2007
Integrated Management Solutions June 2004 - October 2005
MicroSystems Integration September 1997 - July 2000
General Systems Solutions, a GE Capital Company January 1991 - April 1997
Analysis & Technology, Inc. June 1986 - January 1991
Skills
Requirements Analysis, Program Management, Process Improvement, Software Project..., Vendor Management, Requirements Gathering, Systems Analysis, Business Analysis, Business Requirements, Series 99, Product Development, IT Strategy, Software Documentation, Visio, Product Management, Software Development, Testing, Quality Assurance, Project Management, Analysis, Management, Strategy
Education
Union College 1992 — 1994
Masters Study in Electrical Engineering
University of Rhode Island 1986 — 1989
MBA, Corporate and International Finance
University of Rhode Island 1982 — 1986
BSEE, Electronic Computer Engineering
Fidelity Investments June 2007 - Present
First Systems Corporation, Inc April 1997 - October 2007
Alion Science and Technology October 2005 - May 2007
Integrated Management Solutions June 2004 - October 2005
MicroSystems Integration September 1997 - July 2000
General Systems Solutions, a GE Capital Company January 1991 - April 1997
Analysis & Technology, Inc. June 1986 - January 1991
Skills
Requirements Analysis, Program Management, Process Improvement, Software Project..., Vendor Management, Requirements Gathering, Systems Analysis, Business Analysis, Business Requirements, Series 99, Product Development, IT Strategy, Software Documentation, Visio, Product Management, Software Development, Testing, Quality Assurance, Project Management, Analysis, Management, Strategy
Education
Union College 1992 — 1994
Masters Study in Electrical Engineering
University of Rhode Island 1986 — 1989
MBA, Corporate and International Finance
University of Rhode Island 1982 — 1986
BSEE, Electronic Computer Engineering
Elizabeth Livada's Fidelity Investments Experience January 2013 - Present
Job Manager, Meetings & Events at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments June 2010 - January 2013
Fidelity Investments April 2008 - June 2010
Fidelity Investments November 2007 - March 2008
Skills
Event Management, Budgets, Program Management, PowerPoint, Microsoft Excel, Outlook, Contract Negotiation, Access, Event Planning, Social Media, Marketing Communications, Customer Service
Education
Northeastern University 2009 — 2010
Certificate, Event and Meeting Management
Union College 2003 — 2007
BS, Psychology and English
Cape Elizabeth High School 1999 — 2003
Fidelity Investments January 2013 - Present
Fidelity Investments June 2010 - January 2013
Fidelity Investments April 2008 - June 2010
Fidelity Investments November 2007 - March 2008
Skills
Event Management, Budgets, Program Management, PowerPoint, Microsoft Excel, Outlook, Contract Negotiation, Access, Event Planning, Social Media, Marketing Communications, Customer Service
Education
Northeastern University 2009 — 2010
Certificate, Event and Meeting Management
Union College 2003 — 2007
BS, Psychology and English
Cape Elizabeth High School 1999 — 2003
Joseph Eyre's Fidelity Investments Experience February 2004 - February 2007
Job Vice President, Sales Manager Business Banking at U.S. Bank
Industry Banking
Experience
U.S. Bank October 2011 - Present
US Bank February 2007 - September 2011
Fidelity Investments February 2004 - February 2007
I-Link, Inc./UCN 1999 - 2004
ABN AMRO 2001 - 2001
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Risk Management, Portfolio Management, Banking
Education
University of Utah - David Eccles School of Business 1999 — 2003
BA, Accounting
Universidad Católica del Uruguay 'Dámaso Antonio Larranaga' 2001 — 2001
International Business
U.S. Bank October 2011 - Present
US Bank February 2007 - September 2011
Fidelity Investments February 2004 - February 2007
I-Link, Inc./UCN 1999 - 2004
ABN AMRO 2001 - 2001
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Risk Management, Portfolio Management, Banking
Education
University of Utah - David Eccles School of Business 1999 — 2003
BA, Accounting
Universidad Católica del Uruguay 'Dámaso Antonio Larranaga' 2001 — 2001
International Business
Craig Provancal's Fidelity Investments Experience September 1999 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 1999 - Present
Skills
Agile Methodologies, Business Analysis, PMP, Project Management, SDLC, Software Project..., Vendor Management, Program Management
Education
Union College 1992 — 1996
Fidelity Investments September 1999 - Present
Skills
Agile Methodologies, Business Analysis, PMP, Project Management, SDLC, Software Project..., Vendor Management, Program Management
Education
Union College 1992 — 1996
Chris Stoner's Fidelity Investments Experience January 2006 - March 2007
Job Investment Management
Industry Investment Management
Experience
Columbia Threadneedle Investments October 2011 - Present
Lee Munder Capital Group August 2010 - August 2011
Lee Munder Capital Group October 2008 - August 2010
Eaton Vance March 2007 - October 2008
Fidelity Investments January 2006 - March 2007
Education
Union College 2001 — 2005
Columbia Threadneedle Investments October 2011 - Present
Lee Munder Capital Group August 2010 - August 2011
Lee Munder Capital Group October 2008 - August 2010
Eaton Vance March 2007 - October 2008
Fidelity Investments January 2006 - March 2007
Education
Union College 2001 — 2005
Christine Santopolo's Fidelity Investments Experience April 2009 - August 2014
Job Implementation Project Manager at Mercer
Industry Information Technology and Services
Experience
Mercer August 2014 - Present
Fidelity Investments April 2009 - August 2014
Novint Technologies July 2007 - October 2008
Capital Group 2005 - 2007
Capital Group 1999 - 2005
Davis Selected Advisers 1996 - 1999
Skills
Project Management, CRM, Software Documentation, Quality Assurance, Management, Manage Client..., Software Development, Analysis, Business Process..., Databases, Oracle, Program Management, Requirements Gathering, SDLC, Software Project..., Strategy, Vendor Management
Education
Santa Fe University of Art and Design (formerly College of Santa Fe) 1992 — 1994
Bachelor's Degree, Moving Image Arts (Film and Video Production)
Università degli Studi di Pavia 1990 — 1991
Italian
University of Minnesota-Twin Cities 1987 — 1990
Liberal Arts
Mercer August 2014 - Present
Fidelity Investments April 2009 - August 2014
Novint Technologies July 2007 - October 2008
Capital Group 2005 - 2007
Capital Group 1999 - 2005
Davis Selected Advisers 1996 - 1999
Skills
Project Management, CRM, Software Documentation, Quality Assurance, Management, Manage Client..., Software Development, Analysis, Business Process..., Databases, Oracle, Program Management, Requirements Gathering, SDLC, Software Project..., Strategy, Vendor Management
Education
Santa Fe University of Art and Design (formerly College of Santa Fe) 1992 — 1994
Bachelor's Degree, Moving Image Arts (Film and Video Production)
Università degli Studi di Pavia 1990 — 1991
Italian
University of Minnesota-Twin Cities 1987 — 1990
Liberal Arts
Kevin Ramundo's Fidelity Investments Experience June 2010 - Present
Job Portfolio Manager at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments October 2000 - June 2010
Moodys Investor Services November 1991 - September 2000
Coopers & Lybrand September 1989 - October 1991
Education
Union College 1983 — 1989
BA/MBA, Economics
Fidelity Investments June 2010 - Present
Fidelity Investments October 2000 - June 2010
Moodys Investor Services November 1991 - September 2000
Coopers & Lybrand September 1989 - October 1991
Education
Union College 1983 — 1989
BA/MBA, Economics
Julie Futterman's Fidelity Investments Experience September 2009 - March 2010
Job Field Account Manager at UnitedHealthcare
Industry Human Resources
Experience
UnitedHealthcare March 2010 - Present
Fidelity Investments September 2009 - March 2010
Hewitt Associates August 2009 - October 2009
Wisconsin Alumni Student Board 2007 - 2009
Hewitt Associates 2008 - 2008
PLANit May 2007 - August 2007
Hewitt Associates 2007 - 2007
CASA (Court Appointed Special Advocates May 2006 - August 2006
Skills
Analysis, Employee Benefits, Editing, Nonprofits, Spanish, Community Outreach, Customer Service, Fundraising, Leadership, Marketing, Sales, Strategic Planning, Data Analysis
Education
University of Wisconsin-Madison 2005 — 2009
Bachelors, Communications and Spanish
Universidad del Salvador
Spanish
UnitedHealthcare March 2010 - Present
Fidelity Investments September 2009 - March 2010
Hewitt Associates August 2009 - October 2009
Wisconsin Alumni Student Board 2007 - 2009
Hewitt Associates 2008 - 2008
PLANit May 2007 - August 2007
Hewitt Associates 2007 - 2007
CASA (Court Appointed Special Advocates May 2006 - August 2006
Skills
Analysis, Employee Benefits, Editing, Nonprofits, Spanish, Community Outreach, Customer Service, Fundraising, Leadership, Marketing, Sales, Strategic Planning, Data Analysis
Education
University of Wisconsin-Madison 2005 — 2009
Bachelors, Communications and Spanish
Universidad del Salvador
Spanish
Yole Leao's Fidelity Investments Experience July 2006 - January 2007
Job at
Industry Executive Office
Experience
Expedia, Inc. May 2015 - Present
University of Texas at Dallas January 2015 - May 2015
Maersk Training Brasil August 2012 - September 2013
Hotels.com August 2011 - January 2012
Southern Methodist University August 2007 - March 2011
Fidelity Investments July 2006 - January 2007
Skills
Accounts Payable, Import/Export Operations, Project Coordination, Business Process..., Accounts Receivable, Customer Relations, Master Vendor..., Key Account Management, Case Management, Administrative Support, Event Planning, Administrative..., Software Documentation, Customer Service, Student Affairs, Access, Case Managment, Calendars, Management, Spanish, Training, Human Resources, Budgets, Team Leadership, Microsoft Word, English, Microsoft Excel, PowerPoint, Microsoft Office
Education
Universidade Estácio de Sá / Universidade Estacio de Sá 2002 — 2003
Academy International - General English; Cambridge 1st Certificate London, UK 1986 — 1987
Cambridge English 1st Certificate
Expedia, Inc. May 2015 - Present
University of Texas at Dallas January 2015 - May 2015
Maersk Training Brasil August 2012 - September 2013
Hotels.com August 2011 - January 2012
Southern Methodist University August 2007 - March 2011
Fidelity Investments July 2006 - January 2007
Skills
Accounts Payable, Import/Export Operations, Project Coordination, Business Process..., Accounts Receivable, Customer Relations, Master Vendor..., Key Account Management, Case Management, Administrative Support, Event Planning, Administrative..., Software Documentation, Customer Service, Student Affairs, Access, Case Managment, Calendars, Management, Spanish, Training, Human Resources, Budgets, Team Leadership, Microsoft Word, English, Microsoft Excel, PowerPoint, Microsoft Office
Education
Universidade Estácio de Sá / Universidade Estacio de Sá 2002 — 2003
Academy International - General English; Cambridge 1st Certificate London, UK 1986 — 1987
Cambridge English 1st Certificate
Ray Nichols's Fidelity Investments Experience November 2012 - Present
Job Vice President, Participant Guidance Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments June 2010 - November 2012
Fidelity Investments August 2008 - June 2010
Fidelity Investments January 2007 - July 2008
Independent Financial Marketing Group November 2003 - December 2006
Independent Financial Marketing Group November 2000 - October 2003
MetLife Financial Services November 1999 - November 2000
LEGAL EXPERIENCE January 1995 - January 1999
C Co. 2 January 1990 - January 1996
Attorney General's Office May 1995 - August 1995
Skills
Sales Leadership..., Product Marketing, Management, Training, Coaching, Working in Matrix...
Education
Cornell University School of Law 1993 — 1996
Obtained Juris Doctor, Environmental Law
United States Army Air Defense School Officer Basic 1990 — 1990
Distinguished Honor Graduate
United States Military Academy at West Point 1986 — 1990
Bachelor of Science (BS), Geography
Fidelity Investments November 2012 - Present
Fidelity Investments June 2010 - November 2012
Fidelity Investments August 2008 - June 2010
Fidelity Investments January 2007 - July 2008
Independent Financial Marketing Group November 2003 - December 2006
Independent Financial Marketing Group November 2000 - October 2003
MetLife Financial Services November 1999 - November 2000
LEGAL EXPERIENCE January 1995 - January 1999
C Co. 2 January 1990 - January 1996
Attorney General's Office May 1995 - August 1995
Skills
Sales Leadership..., Product Marketing, Management, Training, Coaching, Working in Matrix...
Education
Cornell University School of Law 1993 — 1996
Obtained Juris Doctor, Environmental Law
United States Army Air Defense School Officer Basic 1990 — 1990
Distinguished Honor Graduate
United States Military Academy at West Point 1986 — 1990
Bachelor of Science (BS), Geography
Sorin Roman's Fidelity Investments Experience November 2012 - Present
Job Director, Information Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
YWCA of Greater Newburyport 2012 - Present
Fidelity Investments December 2010 - December 2012
People’s Yoga CO-OP - Business Incubator purchased by Pause Yoga 2010 - 2012
Fidelity Investments August 2009 - January 2011
Fidelity Investments June 2008 - July 2009
Fidelity Investments June 2007 - June 2008
Skills
Business Analysis, Financial Services, SDLC, Financial Modeling, Process Improvement, Analytics, Vendor Management, Risk Management, Strategy, Relationship Management, CRM, Requirements Analysis, Analysis, Business Process..., Strategic Planning, Requirements Gathering, Business Intelligence, Program Management
Education
Max Plank Institute For Radioastronomy
MS, Applied Mathematics in High Energy Physics
Universitatea „Babeș-Bolyai” din Cluj-Napoca
Mathematics
Fidelity Investments November 2012 - Present
YWCA of Greater Newburyport 2012 - Present
Fidelity Investments December 2010 - December 2012
People’s Yoga CO-OP - Business Incubator purchased by Pause Yoga 2010 - 2012
Fidelity Investments August 2009 - January 2011
Fidelity Investments June 2008 - July 2009
Fidelity Investments June 2007 - June 2008
Skills
Business Analysis, Financial Services, SDLC, Financial Modeling, Process Improvement, Analytics, Vendor Management, Risk Management, Strategy, Relationship Management, CRM, Requirements Analysis, Analysis, Business Process..., Strategic Planning, Requirements Gathering, Business Intelligence, Program Management
Education
Max Plank Institute For Radioastronomy
MS, Applied Mathematics in High Energy Physics
Universitatea „Babeș-Bolyai” din Cluj-Napoca
Mathematics
Benjamin Meltzer's Fidelity Investments Experience June 2009 - August 2009
Job Associate at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas November 2014 - Present
Credit Suisse July 2010 - October 2014
Fidelity Investments June 2009 - August 2009
eSecLending June 2008 - August 2008
Skills
Economics, Financial Analysis, Investments, Data Analysis, Bloomberg Terminal, Sales, Trading, Energy, Oil/Gas, Derivatives, Energy Derivatives, Microsoft Word, Microsoft Excel, PowerPoint
Education
Union College 2006 — 2010
B.A. in Economics, Minor in Political Science, 3.85
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
LS
NYU
BNP Paribas November 2014 - Present
Credit Suisse July 2010 - October 2014
Fidelity Investments June 2009 - August 2009
eSecLending June 2008 - August 2008
Skills
Economics, Financial Analysis, Investments, Data Analysis, Bloomberg Terminal, Sales, Trading, Energy, Oil/Gas, Derivatives, Energy Derivatives, Microsoft Word, Microsoft Excel, PowerPoint
Education
Union College 2006 — 2010
B.A. in Economics, Minor in Political Science, 3.85
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
LS
NYU
Richard Schwarz's Fidelity Investments Experience April 2010 - Present
Job Financial Consultant with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Education
United States Naval Academy 1984 — 1988
BS
Fidelity Investments April 2010 - Present
Education
United States Naval Academy 1984 — 1988
BS
Miguel A. Byrne's Fidelity Investments Experience 1994 - 2002
Job VP Business Development, Canada, Latin America and the Caribbean at Mapador International Inc.
Industry Information Technology and Services
Experience
Mapador International Inc. January 2012 - Present
MAB Information Engineering Inc October 2011 - Present
SNC-Lavalin Operations & Maintenance 2010 - September 2011
CPP Investment Board January 2007 - December 2008
CPP Investment Board (CPPIB) May 2006 - December 2007
CIBC, Card Products Technology February 2003 - April 2006
Fidelity Investments Canada Ltd. 1994 - 2002
Fidelity Investments 1994 - 2002
Skills
Business Analysis, IT Strategy, IT Management, Process Engineering, Strategic Planning, Program Management, Change Management, Risk Management, Vendor Relations, ERP, SDLC, Team Building, Budgeting, Data Warehousing, RAD, Business Intelligence, Process Improvement, Application Development, Business Strategy, Quality Assurance, Management, Requirements Analysis, Vendor Management, Project Management, Consulting, Integration, Business Process..., Requirements Gathering, Business Development, Team Leadership, Strategy, Software Project..., Leadership, Business Process, Analysis, Project Planning, Enterprise Software, Outsourcing, PMP, CRM
Education
McGill University - Executive Centre 1998 — 2002
Universidad Nacional de Ingeniería 1962 — 1966
PEng, Industrial Engineering
Mapador International Inc. January 2012 - Present
MAB Information Engineering Inc October 2011 - Present
SNC-Lavalin Operations & Maintenance 2010 - September 2011
CPP Investment Board January 2007 - December 2008
CPP Investment Board (CPPIB) May 2006 - December 2007
CIBC, Card Products Technology February 2003 - April 2006
Fidelity Investments Canada Ltd. 1994 - 2002
Fidelity Investments 1994 - 2002
Skills
Business Analysis, IT Strategy, IT Management, Process Engineering, Strategic Planning, Program Management, Change Management, Risk Management, Vendor Relations, ERP, SDLC, Team Building, Budgeting, Data Warehousing, RAD, Business Intelligence, Process Improvement, Application Development, Business Strategy, Quality Assurance, Management, Requirements Analysis, Vendor Management, Project Management, Consulting, Integration, Business Process..., Requirements Gathering, Business Development, Team Leadership, Strategy, Software Project..., Leadership, Business Process, Analysis, Project Planning, Enterprise Software, Outsourcing, PMP, CRM
Education
McGill University - Executive Centre 1998 — 2002
Universidad Nacional de Ingeniería 1962 — 1966
PEng, Industrial Engineering
alex weiner's Fidelity Investments Experience September 2000 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Greg Pusch's Fidelity Investments Experience June 2006 - November 2007
Job Global Head of Risk and Compliance at Matthews Asia
Industry Financial Services
Experience
Matthews Asia June 2015 - Present
HarbourVest Partners February 2012 - May 2015
Pyramis Global Advisors November 2007 - February 2011
Fidelity Investments June 2006 - November 2007
Paul Hastings March 2004 - May 2006
Edwards Angell Palmer & Dodge LLP February 2002 - February 2004
Ropes & Gray LLP September 1997 - January 2002
United States Navy May 1989 - January 1994
Education
University of Pennsylvania Law School 1995 — 1997
JD, Law
United States Naval Academy 1985 — 1989
B.S., Politcal Science
Lakeside
Matthews Asia June 2015 - Present
HarbourVest Partners February 2012 - May 2015
Pyramis Global Advisors November 2007 - February 2011
Fidelity Investments June 2006 - November 2007
Paul Hastings March 2004 - May 2006
Edwards Angell Palmer & Dodge LLP February 2002 - February 2004
Ropes & Gray LLP September 1997 - January 2002
United States Navy May 1989 - January 1994
Education
University of Pennsylvania Law School 1995 — 1997
JD, Law
United States Naval Academy 1985 — 1989
B.S., Politcal Science
Lakeside
Catherine Stugart's Fidelity Investments Experience June 2010 - April 2011
Job Internal Sales Consultant Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Northeast Private Client Group May 2011 - January 2013
Fidelity Investments June 2010 - April 2011
Mercedes-Benz USA June 2009 - August 2009
Mercedes-Benz USA June 2008 - August 2008
Skills
Microsoft Excel, Series 7, Communication, Siebel, Series 66
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science (BS), International Business and Marketing
Universidad de Granada
Morgan Stanley Investment Management July 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Northeast Private Client Group May 2011 - January 2013
Fidelity Investments June 2010 - April 2011
Mercedes-Benz USA June 2009 - August 2009
Mercedes-Benz USA June 2008 - August 2008
Skills
Microsoft Excel, Series 7, Communication, Siebel, Series 66
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science (BS), International Business and Marketing
Universidad de Granada
Bob Emsing's Fidelity Investments Experience July 2015 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
MFS Investment Management October 2006 - June 2015
Price Waterhouse Coopers 1998 - 2006
Skills
Financial Services, Alternative Investments, Due Diligence, Securities, Mutual Funds, Hedge Funds, Asset Management
Education
Union College 1992 — 1996
BA, Political Science and Government
Christian Brothers Academy 1988 — 1992
Fidelity Investments July 2015 - Present
MFS Investment Management October 2006 - June 2015
Price Waterhouse Coopers 1998 - 2006
Skills
Financial Services, Alternative Investments, Due Diligence, Securities, Mutual Funds, Hedge Funds, Asset Management
Education
Union College 1992 — 1996
BA, Political Science and Government
Christian Brothers Academy 1988 — 1992
Mark Scyocurka's Fidelity Investments Experience April 2001 - January 2014
Job Principal Technology Risk Analyst z/OS Systems at Fidelity Investments retired
Industry Computer & Network Security
Experience
Fidelity Investments April 2001 - January 2014
Skills
Commercial Pilot:...
Education
United States Air Force Academy
BS, Engineering Sciences
Fidelity Investments April 2001 - January 2014
Skills
Commercial Pilot:...
Education
United States Air Force Academy
BS, Engineering Sciences
Jacques Ouellet, MCSE, MCP's Fidelity Investments Experience July 2007 - October 2007
Job Sr Systems Engineer
Industry Information Technology and Services
Experience
Cambridge Health Alliance December 2010 - 2013
InfraReDx April 2010 - September 2010
Haley & Aldrich January 2010 - February 2010
First Wind September 2009 - December 2009
Georgia Pacific July 2008 - May 2009
Lahey Clinic October 2007 - March 2008
Fidelity Investments July 2007 - October 2007
Lexi-tech International July 2006 - June 2007
IBI Group Architects and Engineers April 2003 - June 2006
Numerical Technologies April 2002 - November 2002
Skills
VPN, Windows Server, Active Directory, XP, Servers, NetApp, Egenera BladeFrame, HP..., Citrix XenApp 5.0, Citrix XenServer 5.6, VMware 4
Education
Praxis Training Institute 1999 — 2000
Associate, Multi-Platform Networking Technology, MCSE, MCP
New Brunswick Community College 1998 — 1999
Certificate, MS Access, Web Page Design, Visual Basic 5.0
Université de Moncton 1994 — 1998
Bachelor, Administration
Université de Moncton 1994 — 1998
Certificate; Associate, Computer Science
Cambridge Health Alliance December 2010 - 2013
InfraReDx April 2010 - September 2010
Haley & Aldrich January 2010 - February 2010
First Wind September 2009 - December 2009
Georgia Pacific July 2008 - May 2009
Lahey Clinic October 2007 - March 2008
Fidelity Investments July 2007 - October 2007
Lexi-tech International July 2006 - June 2007
IBI Group Architects and Engineers April 2003 - June 2006
Numerical Technologies April 2002 - November 2002
Skills
VPN, Windows Server, Active Directory, XP, Servers, NetApp, Egenera BladeFrame, HP..., Citrix XenApp 5.0, Citrix XenServer 5.6, VMware 4
Education
Praxis Training Institute 1999 — 2000
Associate, Multi-Platform Networking Technology, MCSE, MCP
New Brunswick Community College 1998 — 1999
Certificate, MS Access, Web Page Design, Visual Basic 5.0
Université de Moncton 1994 — 1998
Bachelor, Administration
Université de Moncton 1994 — 1998
Certificate; Associate, Computer Science
Patrick Kallendorf's Fidelity Investments Experience January 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Sports
Experience
Fidelity Investments January 2013 - Present
Riverbend Music Center May 2006 - October 2012
Union College August 2009 - June 2012
Skills
Sports, Sports Marketing, Sports Management, Athletics, Strength, Coaching, Football, Sports Coaching
Education
Union College (KY) 2009 — 2012
Master's degree, Physical Education/Health
Union College 2004 — 2008
Union College (KY) 2004 — 2008
B. S., Sports Management
Fidelity Investments January 2013 - Present
Riverbend Music Center May 2006 - October 2012
Union College August 2009 - June 2012
Skills
Sports, Sports Marketing, Sports Management, Athletics, Strength, Coaching, Football, Sports Coaching
Education
Union College (KY) 2009 — 2012
Master's degree, Physical Education/Health
Union College 2004 — 2008
Union College (KY) 2004 — 2008
B. S., Sports Management
Nancy (Franklin) Pargot's Fidelity Investments Experience February 2011 - Present
Job Retirement Counselor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
Lincoln Financial Advisors, Sagemark Consulting 2001 - 2004
Prophet Brand Strategy 2000 - 2000
Oracle Corporation 1999 - 2000
Oracle Corporation 1998 - 1999
Franklin Templeton Investments June 1997 - August 1997
Oracle Corporation June 1996 - August 1996
Skills
Series 7, Retirement Planning, Public Speaking, CA Insurance License
Education
Washington University in St. Louis 1994 — 1998
BA, History, Business
Universidad de Salamanca 1997 — 1997
AIFS
The Head-Royce School
Fidelity Investments February 2011 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
Lincoln Financial Advisors, Sagemark Consulting 2001 - 2004
Prophet Brand Strategy 2000 - 2000
Oracle Corporation 1999 - 2000
Oracle Corporation 1998 - 1999
Franklin Templeton Investments June 1997 - August 1997
Oracle Corporation June 1996 - August 1996
Skills
Series 7, Retirement Planning, Public Speaking, CA Insurance License
Education
Washington University in St. Louis 1994 — 1998
BA, History, Business
Universidad de Salamanca 1997 — 1997
AIFS
The Head-Royce School
Diana Patel's Fidelity Investments Experience November 2002 - Present
Job Sr. Call Routing Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2002 - Present
Education
Universidad de Antioquía
Fidelity Investments November 2002 - Present
Education
Universidad de Antioquía
Jess Berube's Fidelity Investments Experience July 2007 - Present
Job Accounting Manager
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Fidelity Investments May 2005 - Present
Putnam Investments December 2003 - May 2005
Skills
Mutual Funds, Securities, Fixed Income, Bloomberg, Valuation, Financial Services
Education
Union College 1993 — 1997
BA, German Language & Literature
Fidelity Investments July 2007 - Present
Fidelity Investments May 2005 - Present
Putnam Investments December 2003 - May 2005
Skills
Mutual Funds, Securities, Fixed Income, Bloomberg, Valuation, Financial Services
Education
Union College 1993 — 1997
BA, German Language & Literature
Taylor Blinn's Fidelity Investments Experience August 2001 - January 2006
Job Team Leader at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer July 2015 - Present
Mercer May 2011 - June 2015
Bella Consulting 2006 - May 2011
Fidelity Investments August 2001 - January 2006
Skills
Employee Benefits, Defined Benefit, Pensions, Pension Administration, Benefits Administration, Retirement, Management
Education
Union College 1997 — 2001
Economics
Mercer July 2015 - Present
Mercer May 2011 - June 2015
Bella Consulting 2006 - May 2011
Fidelity Investments August 2001 - January 2006
Skills
Employee Benefits, Defined Benefit, Pensions, Pension Administration, Benefits Administration, Retirement, Management
Education
Union College 1997 — 2001
Economics
Jeremy Denise's Fidelity Investments Experience 1997 - 1997
Job Project Manager at Trestle CM
Industry Commercial Real Estate
Experience
Trestle Construction Management, LLC October 2013 - Present
CBRE January 2013 - September 2013
Adura Technologies, Inc. April 2011 - November 2012
BCCI Builders 2006 - April 2011
Essential.com 2000 - 2002
Roxy.com 1997 - 1999
Fidelity Investments 1997 - 1997
Skills
LEED AP, Construction Management, LEED, Construction, Project Management, Value Engineering, Green Building, Pre-construction, Contractors, Management
Education
University of California, Berkeley 2006 — 2008
Certificate in Construction Management
Union College 1991 — 1995
BA, Philosophy
Trestle Construction Management, LLC October 2013 - Present
CBRE January 2013 - September 2013
Adura Technologies, Inc. April 2011 - November 2012
BCCI Builders 2006 - April 2011
Essential.com 2000 - 2002
Roxy.com 1997 - 1999
Fidelity Investments 1997 - 1997
Skills
LEED AP, Construction Management, LEED, Construction, Project Management, Value Engineering, Green Building, Pre-construction, Contractors, Management
Education
University of California, Berkeley 2006 — 2008
Certificate in Construction Management
Union College 1991 — 1995
BA, Philosophy
Matthew Blind, CFA's Fidelity Investments Experience July 2009 - Present
Job Vice President, Investments at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2009 - Present
Kraft Foods Group March 2007 - July 2009
US Army June 2002 - June 2007
Skills
Chartered Financial...
Education
United States Military Academy at West Point 1998 — 2002
BS, Economics
Fidelity Investments July 2009 - Present
Kraft Foods Group March 2007 - July 2009
US Army June 2002 - June 2007
Skills
Chartered Financial...
Education
United States Military Academy at West Point 1998 — 2002
BS, Economics
Sam Lundquist's Fidelity Investments Experience September 2015 - Present
Job Stock Plan Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments April 2015 - August 2015
Jackson Hole Mountain Resort 2012 - 2014
Skills
Economics, Econometrics, Statistical Data..., Statistical Modeling, Microsoft Office, Customer Service, Sales, Customer Relations, Business Development
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Economics, 3.5 in major; 3.3 cumulative
Fidelity Investments September 2015 - Present
Fidelity Investments April 2015 - August 2015
Jackson Hole Mountain Resort 2012 - 2014
Skills
Economics, Econometrics, Statistical Data..., Statistical Modeling, Microsoft Office, Customer Service, Sales, Customer Relations, Business Development
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Economics, 3.5 in major; 3.3 cumulative
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank