Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Ray Cochrane Ray Cochrane's Fidelity Investments Experience 2000 - 2001
Job Principal Software Engineer at EMC
Industry Information Technology and Services
Experience
EMC June 2015 - Present
Raymond P. Cochrane,CPA April 1996 - Present
Collette September 2013 - March 2015
Bank of America June 2012 - July 2013
Network Engines, Inc September 2010 - December 2010
Commonwealth of Massachusetts July 2009 - June 2010
TJX January 2006 - June 2009
Hewlett-Packard 2003 - 2004
One Beacon 2002 - 2003
Fidelity Investments 2000 - 2001
Skills
SSIS, SSRS, ETL, Analysis Services, T-SQL, Business Intelligence, Microsoft SQL Server, SQL, Dimensional Modeling, Database Design, PowerPivot, VBA, Cognos, Stored Procedures, DTS, Crystal Reports, SharePoint, Microsoft Office, SSAS, VB.NET, C#, Oracle, Performance Tuning, TSQL, PowerView, CPA, Essbase, SQL Server 2000 - 2012, MDX, DAX
Education
Bentley University 1976 — 1981
BS
EMC June 2015 - Present
Raymond P. Cochrane,CPA April 1996 - Present
Collette September 2013 - March 2015
Bank of America June 2012 - July 2013
Network Engines, Inc September 2010 - December 2010
Commonwealth of Massachusetts July 2009 - June 2010
TJX January 2006 - June 2009
Hewlett-Packard 2003 - 2004
One Beacon 2002 - 2003
Fidelity Investments 2000 - 2001
Skills
SSIS, SSRS, ETL, Analysis Services, T-SQL, Business Intelligence, Microsoft SQL Server, SQL, Dimensional Modeling, Database Design, PowerPivot, VBA, Cognos, Stored Procedures, DTS, Crystal Reports, SharePoint, Microsoft Office, SSAS, VB.NET, C#, Oracle, Performance Tuning, TSQL, PowerView, CPA, Essbase, SQL Server 2000 - 2012, MDX, DAX
Education
Bentley University 1976 — 1981
BS
Spencer Young's Fidelity Investments Experience September 2006 - April 2010
Job BI Developer at Farm Credit Bank of Texas
Industry Information Technology and Services
Experience
Farm Credit Bank of Texas June 2012 - Present
EZCorp April 2010 - June 2012
ESO Solutions February 2010 - October 2010
Fidelity Investments September 2006 - April 2010
Fidelity Investments May 2005 - August 2006
Skills
Data Warehousing, Risk Management, Business Intelligence, Databases, SDLC, Business Analysis, Process Improvement, Software Project..., Integration, ETL, Database Design, SSIS, Visio, Requirements Analysis, Data Modeling
Education
Bentley University 1996 — 1999
BS, Accounting
Farm Credit Bank of Texas June 2012 - Present
EZCorp April 2010 - June 2012
ESO Solutions February 2010 - October 2010
Fidelity Investments September 2006 - April 2010
Fidelity Investments May 2005 - August 2006
Skills
Data Warehousing, Risk Management, Business Intelligence, Databases, SDLC, Business Analysis, Process Improvement, Software Project..., Integration, ETL, Database Design, SSIS, Visio, Requirements Analysis, Data Modeling
Education
Bentley University 1996 — 1999
BS, Accounting
Shane Fabianek Shane Fabianek's Fidelity Investments Experience January 2004 - Present
Job Sr Oracle Application DBA at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2004 - Present
Fidelity Investments January 2004 - Present
CMGI Inc. November 2001 - January 2004
CMGI Inc November 2001 - January 2004
ExperionSystems.com December 2000 - July 2001
MotherNature.com August 2000 - November 2000
Cross Country Group November 1999 - July 2000
Parexel International Corporation November 1996 - November 1999
Education
Bentley College 1992 — 1996
BS, Computer Information Systems
Bentley University 1990 — 1994
Bachelors, CIS
Middlesex Community College
Associates Degree, Business Administration
Fidelity Investments January 2004 - Present
Fidelity Investments January 2004 - Present
CMGI Inc. November 2001 - January 2004
CMGI Inc November 2001 - January 2004
ExperionSystems.com December 2000 - July 2001
MotherNature.com August 2000 - November 2000
Cross Country Group November 1999 - July 2000
Parexel International Corporation November 1996 - November 1999
Education
Bentley College 1992 — 1996
BS, Computer Information Systems
Bentley University 1990 — 1994
Bachelors, CIS
Middlesex Community College
Associates Degree, Business Administration
Angelo Manioudakis's Fidelity Investments Experience November 2013 - Present
Job Chief Investment Officer, Global Asset Allocation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Sun Life Financial October 2010 - October 2013
Oppenheimerfunds March 2002 - December 2008
Morgan Stanley Investment Management / Miller, Anderson & Sherrerd August 1993 - March 2002
GE Capital May 1988 - August 1991
Education
Harvard Business School 1991 — 1993
MBA
Bentley University 1984 — 1988
Bachelor of Science, Finance
Fidelity Investments November 2013 - Present
Sun Life Financial October 2010 - October 2013
Oppenheimerfunds March 2002 - December 2008
Morgan Stanley Investment Management / Miller, Anderson & Sherrerd August 1993 - March 2002
GE Capital May 1988 - August 1991
Education
Harvard Business School 1991 — 1993
MBA
Bentley University 1984 — 1988
Bachelor of Science, Finance
Eric von der Linden's Fidelity Investments Experience June 1999 - June 2000
Job Director of Sales Engineering at Prevalent, Inc.
Industry Information Technology and Services
Experience
Prevalent Inc. June 2014 - Present
Prevalent Inc. July 2009 - June 2014
Prevalent Inc. September 2008 - July 2009
Wachovia June 2007 - August 2008
EMC 2000 - 2007
Fidelity Investments June 1999 - June 2000
Skills
EMC Certified..., Symantec Technical..., Risk Management, IT Governance, Compliance, Application Security, Data Loss Prevention, Endpoint Security, Governance, DLP, Security, Sales, Information Security, Network Security, Pre-sales, SAN, Vulnerability Assessment, PCI DSS, Information Security..., Storage, Enterprise Software, Cloud Computing, Business Continuity, SaaS
Education
Keene State College 1996 — 1999
B.S. Management, Business Management
Bentley University 1995 — 1996
undeclared
Acton Boxborough 1991 — 1995
Prevalent Inc. June 2014 - Present
Prevalent Inc. July 2009 - June 2014
Prevalent Inc. September 2008 - July 2009
Wachovia June 2007 - August 2008
EMC 2000 - 2007
Fidelity Investments June 1999 - June 2000
Skills
EMC Certified..., Symantec Technical..., Risk Management, IT Governance, Compliance, Application Security, Data Loss Prevention, Endpoint Security, Governance, DLP, Security, Sales, Information Security, Network Security, Pre-sales, SAN, Vulnerability Assessment, PCI DSS, Information Security..., Storage, Enterprise Software, Cloud Computing, Business Continuity, SaaS
Education
Keene State College 1996 — 1999
B.S. Management, Business Management
Bentley University 1995 — 1996
undeclared
Acton Boxborough 1991 — 1995
TONY CARLIN TONY CARLIN's Fidelity Investments Experience October 2006 - November 2007
Job VTSP Professional at MICROSOFT
Industry Information Technology and Services
Experience
BlueMetal Inc. August 2014 - Present
MICROSOFT June 2014 - Present
New England Aikikai September 1993 - Present
Jornata October 2012 - September 2014
Miller Systems, Inc November 2008 - October 2012
CrazyKingdoms December 2007 - December 2011
Carlin Consulting Group, Inc June 2002 - November 2008
Fidelity Investments October 2006 - November 2007
Euro RSCG 4D September 1999 - June 2002
Internet Business Advantages (Servicesoft Technologies) September 1997 - June 1999
Skills
SharePoint, MS Project, Project Server, Strategic Planning, Resource Development, Client Services, Client Retention, Client Development, Client Acquisition, Client Communication, Client Relationship..., Client Interfacing, Team Building, Team Management, Team Leadership, Cross-functional Team..., Virtual Teams, Team Spirit, Project Implementation, Project Planning, Project Coordination, Project Delivery, Team Motivator, Mentoring, Staff Mentoring, Leadership Mentoring, Executive Mentoring, CMS, Content Management, Leadership Development, Organizational..., Organizational..., Microsoft Office..., SharePoint Designer, Team Site Consulting, Websites, CRM, Agile Methodologies, Consulting, Financial Services, Product Management, Customer Acquisition, Leadership, Project Management, Strategy, Sales Management, Enterprise Software
Education
The Manchester Metropolitan University 1996 — 1997
BA (Hons)
Boston University / University of Ulster 1991 — 1992
Post Graduate
Belfast Metropolitan College, Northern Ireland, UK 1987 — 1991
4 Year Undergraduate Degree
St Malachy's College 1984 — 1986
Bentley University
Bentley University
MIT Sloan School of Management
BlueMetal Inc. August 2014 - Present
MICROSOFT June 2014 - Present
New England Aikikai September 1993 - Present
Jornata October 2012 - September 2014
Miller Systems, Inc November 2008 - October 2012
CrazyKingdoms December 2007 - December 2011
Carlin Consulting Group, Inc June 2002 - November 2008
Fidelity Investments October 2006 - November 2007
Euro RSCG 4D September 1999 - June 2002
Internet Business Advantages (Servicesoft Technologies) September 1997 - June 1999
Skills
SharePoint, MS Project, Project Server, Strategic Planning, Resource Development, Client Services, Client Retention, Client Development, Client Acquisition, Client Communication, Client Relationship..., Client Interfacing, Team Building, Team Management, Team Leadership, Cross-functional Team..., Virtual Teams, Team Spirit, Project Implementation, Project Planning, Project Coordination, Project Delivery, Team Motivator, Mentoring, Staff Mentoring, Leadership Mentoring, Executive Mentoring, CMS, Content Management, Leadership Development, Organizational..., Organizational..., Microsoft Office..., SharePoint Designer, Team Site Consulting, Websites, CRM, Agile Methodologies, Consulting, Financial Services, Product Management, Customer Acquisition, Leadership, Project Management, Strategy, Sales Management, Enterprise Software
Education
The Manchester Metropolitan University 1996 — 1997
BA (Hons)
Boston University / University of Ulster 1991 — 1992
Post Graduate
Belfast Metropolitan College, Northern Ireland, UK 1987 — 1991
4 Year Undergraduate Degree
St Malachy's College 1984 — 1986
Bentley University
Bentley University
MIT Sloan School of Management
Adriana Yu, MBA Adriana Yu, MBA's Fidelity Investments Experience June 2006 - September 2006
Job Manager at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance June 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2010 - June 2015
Deloitte September 2008 - October 2010
Boston Properties May 2008 - August 2008
Boston Properties May 2007 - September 2007
Fidelity Investments June 2006 - September 2006
State Street May 2005 - August 2005
State Street May 2004 - September 2004
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Accounting, Auditing, Internal Controls, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, US GAAP
Education
Suffolk University - Sawyer Business School 2008 — 2012
MBA
Bentley University 2004 — 2008
Corporate Finance & Accounting
Boston Latin School 1998 — 2004
Liberty Mutual Insurance June 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2010 - June 2015
Deloitte September 2008 - October 2010
Boston Properties May 2008 - August 2008
Boston Properties May 2007 - September 2007
Fidelity Investments June 2006 - September 2006
State Street May 2005 - August 2005
State Street May 2004 - September 2004
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Accounting, Auditing, Internal Controls, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, US GAAP
Education
Suffolk University - Sawyer Business School 2008 — 2012
MBA
Bentley University 2004 — 2008
Corporate Finance & Accounting
Boston Latin School 1998 — 2004
Ralph Whitehouse II's Fidelity Investments Experience January 2008 - September 2009
Job Director, Enterprise Production Support (Tier 1) at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Caremark Corporation November 2011 - Present
CVS Caremark Corporation November 2010 - November 2013
CVS Caremark Corporation May 2010 - December 2010
Fidelity Investments January 2008 - September 2009
Fidelity Investments March 2007 - January 2008
State Street August 2004 - March 2007
State Street June 2003 - August 2004
State Street February 2001 - June 2003
State Street October 1999 - February 2001
Skills
SDLC, Disaster Recovery, SOA, Vendor Management, Visio, Process Improvement, Production Support, SQL, ITIL, SharePoint, Enterprise Architecture, Software Documentation, Business Analysis, Unix, Databases, Oracle, Software Project..., IT Service Management, Information Technology, IT Operations, IT Strategy, Team Leadership, Enterprise Software, Troubleshooting, Integration, Requirements Analysis, Program Management, Management
Education
Bentley University
BS, Computer Information Systems
Bentley University
Bachelor of Science (B.S.), Computer Information Systems
CVS Caremark Corporation November 2011 - Present
CVS Caremark Corporation November 2010 - November 2013
CVS Caremark Corporation May 2010 - December 2010
Fidelity Investments January 2008 - September 2009
Fidelity Investments March 2007 - January 2008
State Street August 2004 - March 2007
State Street June 2003 - August 2004
State Street February 2001 - June 2003
State Street October 1999 - February 2001
Skills
SDLC, Disaster Recovery, SOA, Vendor Management, Visio, Process Improvement, Production Support, SQL, ITIL, SharePoint, Enterprise Architecture, Software Documentation, Business Analysis, Unix, Databases, Oracle, Software Project..., IT Service Management, Information Technology, IT Operations, IT Strategy, Team Leadership, Enterprise Software, Troubleshooting, Integration, Requirements Analysis, Program Management, Management
Education
Bentley University
BS, Computer Information Systems
Bentley University
Bachelor of Science (B.S.), Computer Information Systems
Alyson Avoglia's Fidelity Investments Experience 2000 - 2012
Job Owner at Build Me Up Play Center
Industry Entertainment
Experience
Build Me Up Play Center October 2014 - Present
Corner House Cookies, LLC 2009 - 2014
Jazziak's Dance School 2004 - 2012
Fidelity Investments 2000 - 2012
Skills
Business Analysis, Process Improvement, Financial Services, Event Management, Sales, Leadership, Budgets, Microsoft Excel, Customer Service, Analysis
Education
Bentley University 1996 — 2000
Bachelor of Science, Mathematics
Leicester High School 1992 — 1996
Build Me Up Play Center October 2014 - Present
Corner House Cookies, LLC 2009 - 2014
Jazziak's Dance School 2004 - 2012
Fidelity Investments 2000 - 2012
Skills
Business Analysis, Process Improvement, Financial Services, Event Management, Sales, Leadership, Budgets, Microsoft Excel, Customer Service, Analysis
Education
Bentley University 1996 — 2000
Bachelor of Science, Mathematics
Leicester High School 1992 — 1996
Ryan Carrigan, CFA's Fidelity Investments Experience January 2013 - Present
Job Portfolio Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments August 2011 - January 2013
Fidelity Investments August 2010 - August 2011
Fidelity Investments June 2008 - August 2010
Fidelity Investments May 2007 - August 2007
Schochet Associates May 2006 - September 2006
Education
Bentley University
B.S., Finance
Fidelity Investments January 2013 - Present
Fidelity Investments August 2011 - January 2013
Fidelity Investments August 2010 - August 2011
Fidelity Investments June 2008 - August 2010
Fidelity Investments May 2007 - August 2007
Schochet Associates May 2006 - September 2006
Education
Bentley University
B.S., Finance
Rebecca Roseme Obounou's Fidelity Investments Experience June 2004 - August 2004
Job CHES President
Industry Education Management
Experience
CHES Inc. June 2008 - Present
MIT Sloan School Executive Education November 2007 - Present
Mary Kay Inc. November 2003 - January 2015
Jubilee Christian Church 2007 - 2014
MIT July 2009 - May 2010
TJX Companies June 2006 - May 2007
Fidelity Investments June 2004 - August 2004
Pitney Bowes Management Services May 2003 - August 2003
Skills
Customer Relations, Logistics, French, Real Estate, Vendor Relations, Planning, Fundraising, Project Planning, Strategy, Customer Service, Entrepreneurship, Leadership, Analysis, Management, Business Development, Community Outreach, Strategic Planning, Microsoft Office, Social Media, Nonprofits, Business Strategy, Project Management, PowerPoint, Team Building, Social Networking, Public Speaking, Budgets, Event Planning, Training, Research, Marketing, Team Leadership, Public Relations, Program Management, Cross-functional Team..., Start-ups, Event Management, Sales, Facebook, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2017
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Bentley University 2002 — 2006
Minor, International Studies
Bentley University 2002 — 2006
Bachelor of Science, Business Management
American Business School 2004 — 2004
Real Estate License 2003 — 2003
CHES Inc. June 2008 - Present
MIT Sloan School Executive Education November 2007 - Present
Mary Kay Inc. November 2003 - January 2015
Jubilee Christian Church 2007 - 2014
MIT July 2009 - May 2010
TJX Companies June 2006 - May 2007
Fidelity Investments June 2004 - August 2004
Pitney Bowes Management Services May 2003 - August 2003
Skills
Customer Relations, Logistics, French, Real Estate, Vendor Relations, Planning, Fundraising, Project Planning, Strategy, Customer Service, Entrepreneurship, Leadership, Analysis, Management, Business Development, Community Outreach, Strategic Planning, Microsoft Office, Social Media, Nonprofits, Business Strategy, Project Management, PowerPoint, Team Building, Social Networking, Public Speaking, Budgets, Event Planning, Training, Research, Marketing, Team Leadership, Public Relations, Program Management, Cross-functional Team..., Start-ups, Event Management, Sales, Facebook, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2017
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Bentley University 2002 — 2006
Minor, International Studies
Bentley University 2002 — 2006
Bachelor of Science, Business Management
American Business School 2004 — 2004
Real Estate License 2003 — 2003
Adam Kilpatrick's Fidelity Investments Experience January 2011 - Present
Job Product Owner/Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2011 - Present
Fidelity July 2010 - December 2010
Sun Life Financial June 2009 - August 2009
Skills
Business Analysis, Requirements Gathering, Process Improvement, SDLC, Requirements Analysis, Business Requirements, Visio, Agile Methodologies, User Acceptance Testing, SQL, Software Project..., Vendor Management, Microsoft Office, HTML, Fixed Income, Backlog Management, Product Ownership
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Computer Information Systems
Fidelity Investments January 2011 - Present
Fidelity July 2010 - December 2010
Sun Life Financial June 2009 - August 2009
Skills
Business Analysis, Requirements Gathering, Process Improvement, SDLC, Requirements Analysis, Business Requirements, Visio, Agile Methodologies, User Acceptance Testing, SQL, Software Project..., Vendor Management, Microsoft Office, HTML, Fixed Income, Backlog Management, Product Ownership
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Computer Information Systems
Alexandra (Lexi) Kacoyannakis's Fidelity Investments Experience May 2014 - August 2014
Job Software Developer I at Arbella Insurance Group
Industry Information Technology and Services
Experience
Arbella Insurance Group June 2015 - Present
Association for Bentley Activities September 2014 - May 2015
Bentley Jazz/Pep Band September 2013 - May 2015
Fidelity Investments May 2014 - August 2014
Colleges Against Cancer September 2012 - May 2014
Hallmark Cards November 2011 - March 2014
American Eagle Outfitters July 2011 - November 2011
The Disney Store February 2011 - June 2011
Skills
Teamwork, PowerPoint, Outlook, Microsoft Word, Social Networking, Fundraising, Social Media, Java, Access, Customer Service, Microsoft Excel, Leadership, Planograms, Management, Data Analysis
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Computer Information Systems, American Studies
Stoneham High School 2007 — 2011
Arbella Insurance Group June 2015 - Present
Association for Bentley Activities September 2014 - May 2015
Bentley Jazz/Pep Band September 2013 - May 2015
Fidelity Investments May 2014 - August 2014
Colleges Against Cancer September 2012 - May 2014
Hallmark Cards November 2011 - March 2014
American Eagle Outfitters July 2011 - November 2011
The Disney Store February 2011 - June 2011
Skills
Teamwork, PowerPoint, Outlook, Microsoft Word, Social Networking, Fundraising, Social Media, Java, Access, Customer Service, Microsoft Excel, Leadership, Planograms, Management, Data Analysis
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Computer Information Systems, American Studies
Stoneham High School 2007 — 2011
Rosalyn Nascimento, PMP, CSM, Greenbelt, ITIL V3's Fidelity Investments Experience July 2006 - February 2009
Job Experienced Program/Project Manager
Industry Information Technology and Services
Experience
Philips July 2012 - Present
FairPoint Communications September 2010 - March 2012
Fidelity Investments July 2006 - February 2009
Fidelity Investments January 2005 - January 2006
Fidelity Investments May 1998 - July 2005
Concentra April 1996 - May 1998
FDIC January 1994 - April 1996
FDIC September 1992 - January 1994
Malden Trust 1985 - 1986
Skills
Business Analysis, Outsourcing, Technology Product..., IT Management, Time Management, SDLC, Cross-functional Team..., Process Improvement, Mentoring, Project Portfolio..., Certified Project..., Change Management, Resource Management, Technical Analysis, Team Building, Virtual Teams, Software Development, Software Implementation, Agile Project Management, Program Management, ITIL, MS Project, Project Management, IT Service Management, PMO
Education
Lesley University 1998 — 2001
MSM, Information Technology
Bentley University 1984 — 1988
BS/AS, Finance/Management
Philips July 2012 - Present
FairPoint Communications September 2010 - March 2012
Fidelity Investments July 2006 - February 2009
Fidelity Investments January 2005 - January 2006
Fidelity Investments May 1998 - July 2005
Concentra April 1996 - May 1998
FDIC January 1994 - April 1996
FDIC September 1992 - January 1994
Malden Trust 1985 - 1986
Skills
Business Analysis, Outsourcing, Technology Product..., IT Management, Time Management, SDLC, Cross-functional Team..., Process Improvement, Mentoring, Project Portfolio..., Certified Project..., Change Management, Resource Management, Technical Analysis, Team Building, Virtual Teams, Software Development, Software Implementation, Agile Project Management, Program Management, ITIL, MS Project, Project Management, IT Service Management, PMO
Education
Lesley University 1998 — 2001
MSM, Information Technology
Bentley University 1984 — 1988
BS/AS, Finance/Management
Richard Benedict, PMP, CSM's Fidelity Investments Experience August 2012 - February 2013
Job Realtor at Keller Williams Realty, Inc.
Industry Financial Services
Experience
Keller Williams Realty, Inc. June 2015 - Present
Interactive Data May 2013 - February 2015
TJX April 2013 - May 2013
Collaborative Consulting June 2011 - May 2013
Fidelity Investments August 2012 - February 2013
Analog Devices June 2011 - June 2012
The Hanover Insurance Group July 2010 - December 2010
Epsilon October 2009 - June 2010
Brown Brothers Harriman March 2008 - July 2008
Fidelity Investments 1990 - 2008
Skills
Agile, Project Delivery, Scrum, Business Requirements, Software Project..., Project Planning, Project Implementation, PMP, PMBOK, Waterfall, RFP, Requirements Management, Budget Management, Agile Methodologies, Business Analysis, Quality Assurance, MS Project, Software Development
Education
Agile University
CSM, Certified Scrum Master
Project Management Institute
PMP, Project Management Professional
Boston University
Certificate, Project Management
Clark University
Certificate, Client/Server Development
Northeastern University
Certificate, Unix Systems Programming
Bentley University
MS, Computer Information Systems
Suffolk University
MBA, Accounting/Corporate Taxation
Northeastern University
BS, Finance & Insurance
Keller Williams Realty, Inc. June 2015 - Present
Interactive Data May 2013 - February 2015
TJX April 2013 - May 2013
Collaborative Consulting June 2011 - May 2013
Fidelity Investments August 2012 - February 2013
Analog Devices June 2011 - June 2012
The Hanover Insurance Group July 2010 - December 2010
Epsilon October 2009 - June 2010
Brown Brothers Harriman March 2008 - July 2008
Fidelity Investments 1990 - 2008
Skills
Agile, Project Delivery, Scrum, Business Requirements, Software Project..., Project Planning, Project Implementation, PMP, PMBOK, Waterfall, RFP, Requirements Management, Budget Management, Agile Methodologies, Business Analysis, Quality Assurance, MS Project, Software Development
Education
Agile University
CSM, Certified Scrum Master
Project Management Institute
PMP, Project Management Professional
Boston University
Certificate, Project Management
Clark University
Certificate, Client/Server Development
Northeastern University
Certificate, Unix Systems Programming
Bentley University
MS, Computer Information Systems
Suffolk University
MBA, Accounting/Corporate Taxation
Northeastern University
BS, Finance & Insurance
Sheila Rooney's Fidelity Investments Experience May 2011 - Present
Job Tax Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments May 2011 - Present
PricewaterhouseCoopers May 2007 - May 2011
Education
Bentley University 2008 — 2009
MST, Taxation
Suffolk University - Sawyer Business School 2004 — 2008
BSBA, Accounting/Finance
Fidelity Investments May 2011 - Present
PricewaterhouseCoopers May 2007 - May 2011
Education
Bentley University 2008 — 2009
MST, Taxation
Suffolk University - Sawyer Business School 2004 — 2008
BSBA, Accounting/Finance
Richard Simeone, MBA's Fidelity Investments Experience March 2013 - Present
Job Director at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments November 2010 - March 2013
Hitachi Data Systems September 2009 - May 2010
Bentley University May 2009 - September 2009
Children's Hospital Boston September 2008 - May 2009
Mullen October 2007 - August 2008
Mullen December 2005 - October 2007
J. Walter Thompson August 2005 - October 2005
J. Walter Thompson August 2004 - August 2005
Vedior Professional Services January 2004 - May 2004
Skills
Social Media Marketing, Social Media, Integrated Marketing, Public Relations, Press Releases, Market Research, Strategy, Marketing Communications, Media Relations, Leadership, Analysis, Project Management
Education
Bentley University 2008 — 2010
MBA, Service Management and Science
Emerson College 2000 — 2004
Bachelor of Science, Marketing Communications, Advertising & Public Relations
Reading Memorial High School 1996 — 2000
Fidelity Investments March 2013 - Present
Fidelity Investments November 2010 - March 2013
Hitachi Data Systems September 2009 - May 2010
Bentley University May 2009 - September 2009
Children's Hospital Boston September 2008 - May 2009
Mullen October 2007 - August 2008
Mullen December 2005 - October 2007
J. Walter Thompson August 2005 - October 2005
J. Walter Thompson August 2004 - August 2005
Vedior Professional Services January 2004 - May 2004
Skills
Social Media Marketing, Social Media, Integrated Marketing, Public Relations, Press Releases, Market Research, Strategy, Marketing Communications, Media Relations, Leadership, Analysis, Project Management
Education
Bentley University 2008 — 2010
MBA, Service Management and Science
Emerson College 2000 — 2004
Bachelor of Science, Marketing Communications, Advertising & Public Relations
Reading Memorial High School 1996 — 2000
Ankit Hira's Fidelity Investments Experience May 2010 - September 2010
Job Analyst at Solebury Communications Group
Industry Financial Services
Experience
Solebury Communications Group September 2014 - Present
Hirnay Corporation 2011 - Present
Clayton Holdings August 2013 - February 2014
Viad Corp June 2012 - March 2013
Versailles Group, Ltd. May 2011 - June 2012
Fidelity Investments May 2010 - September 2010
Boehringer Ingelheim Pharmaceuticals June 2008 - September 2008
Skills
Financial Modeling, Microsoft Excel, Corporate Development, Financial Analysis, Financial Services, PowerPoint, Corporate Finance, Valuation, Acquisitions, Bloomberg Terminal, Capital IQ, Microsoft Word, Accounting, Due Diligence, Hospitality Industry, Strategic Planning, Business Strategy, Hotels, Strategic M&A, Operational Turnaround, Strategic Growth...
Education
Bentley University 2009 — 2011
Bachelor of Science, Corporate Finance and Accounting
The University of Connecticut School of Business 2007 — 2009
Finance & Accounting
New Milford High School 2003 — 2007
High School Diploma
Solebury Communications Group September 2014 - Present
Hirnay Corporation 2011 - Present
Clayton Holdings August 2013 - February 2014
Viad Corp June 2012 - March 2013
Versailles Group, Ltd. May 2011 - June 2012
Fidelity Investments May 2010 - September 2010
Boehringer Ingelheim Pharmaceuticals June 2008 - September 2008
Skills
Financial Modeling, Microsoft Excel, Corporate Development, Financial Analysis, Financial Services, PowerPoint, Corporate Finance, Valuation, Acquisitions, Bloomberg Terminal, Capital IQ, Microsoft Word, Accounting, Due Diligence, Hospitality Industry, Strategic Planning, Business Strategy, Hotels, Strategic M&A, Operational Turnaround, Strategic Growth...
Education
Bentley University 2009 — 2011
Bachelor of Science, Corporate Finance and Accounting
The University of Connecticut School of Business 2007 — 2009
Finance & Accounting
New Milford High School 2003 — 2007
High School Diploma
Amy E. Pasquale Amy E. Pasquale's Fidelity Investments Experience 2001 - 2008
Job Benefits Professional
Industry Human Resources
Experience
Volt Workforce Solutions March 2015 - Present
BTHR Solutions June 2011 - March 2015
West Boylston Middle/High School 2009 - 2011
Fidelity Investments 2001 - 2008
Allmerica Financial 1991 - 2001
Education
Bentley University
MBA, Management
Worcester State College
BS, Business Administration/Human Resources
Volt Workforce Solutions March 2015 - Present
BTHR Solutions June 2011 - March 2015
West Boylston Middle/High School 2009 - 2011
Fidelity Investments 2001 - 2008
Allmerica Financial 1991 - 2001
Education
Bentley University
MBA, Management
Worcester State College
BS, Business Administration/Human Resources
Sunil Muniraju Sunil Muniraju's Fidelity Investments Experience January 2015 - Present
Job User Experience Strategist
Industry Design
Experience
Fidelity Investments January 2015 - Present
Moody's Corporation October 2012 - November 2014
Isobar August 2010 - August 2012
uTest May 2010 - August 2010
Bentley University August 2008 - May 2009
National Grid May 2008 - December 2008
Hewlett-Packard (Consumer Strategic Center Bangalore) May 2005 - August 2007
Skills
Usability Testing, User Interface Design, SPSS, User Experience, User-centered Design, Interaction Design, Visio, Requirements Analysis, Product Management, Business Analysis, Business Strategy, Product Development, Team Leadership, Information Architecture, Experience Design, User Experience Design, Usability, Persona, Contextual Inquiry, Human Factors, Mobile Design, Focus Groups, Card Sorting, Personas, Prototyping, Human-computer..., User Interface, Social Media, Usability Design, Information Design, Heuristic Evaluation, OmniGraffle, Mobile Applications, Axure, User Scenarios, Wire Framing, Design Strategy, Usability Engineering, Data Visualization, Product Design, Paper Prototyping, Wireframes, User Research, Illustrator, Design Thinking, Creative Direction, Mobile Devices, Web Design, Storyboarding, Task Analysis
Education
Bentley University 2007 — 2010
Master of Business Administration, Management
Bentley University 2007 — 2010
Master of Science, Human Factors and Information Design
Visvesvaraya Technological University 2001 — 2005
Bachelor of Engineering, Computer Science and Engineering
Cathedral High School 1989 — 1998
Fidelity Investments January 2015 - Present
Moody's Corporation October 2012 - November 2014
Isobar August 2010 - August 2012
uTest May 2010 - August 2010
Bentley University August 2008 - May 2009
National Grid May 2008 - December 2008
Hewlett-Packard (Consumer Strategic Center Bangalore) May 2005 - August 2007
Skills
Usability Testing, User Interface Design, SPSS, User Experience, User-centered Design, Interaction Design, Visio, Requirements Analysis, Product Management, Business Analysis, Business Strategy, Product Development, Team Leadership, Information Architecture, Experience Design, User Experience Design, Usability, Persona, Contextual Inquiry, Human Factors, Mobile Design, Focus Groups, Card Sorting, Personas, Prototyping, Human-computer..., User Interface, Social Media, Usability Design, Information Design, Heuristic Evaluation, OmniGraffle, Mobile Applications, Axure, User Scenarios, Wire Framing, Design Strategy, Usability Engineering, Data Visualization, Product Design, Paper Prototyping, Wireframes, User Research, Illustrator, Design Thinking, Creative Direction, Mobile Devices, Web Design, Storyboarding, Task Analysis
Education
Bentley University 2007 — 2010
Master of Business Administration, Management
Bentley University 2007 — 2010
Master of Science, Human Factors and Information Design
Visvesvaraya Technological University 2001 — 2005
Bachelor of Engineering, Computer Science and Engineering
Cathedral High School 1989 — 1998
Andrew Donaghue's Fidelity Investments Experience December 2007 - February 2009
Job Independent Transportation/Trucking/Railroad Professional
Industry Transportation/Trucking/Railroad
Experience
A.F. Donaghue & Co. Inc. February 2009 - Present
Fidelity Investments December 2007 - February 2009
Donaghue Construction Corporation September 2000 - October 2007
Wash Depot Holdings August 1997 - September 2000
Dickinson & Company December 1994 - August 1997
Donaghue & Co. Inc August 1993 - December 1993
Gruntal & Company April 1992 - January 1993
Shearson Lehman Brothers September 1990 - March 1992
Donaghue Construction Corporation June 1985 - July 1990
Education
Bentley University 1990 — 1990
none, Finance
A.F. Donaghue & Co. Inc. February 2009 - Present
Fidelity Investments December 2007 - February 2009
Donaghue Construction Corporation September 2000 - October 2007
Wash Depot Holdings August 1997 - September 2000
Dickinson & Company December 1994 - August 1997
Donaghue & Co. Inc August 1993 - December 1993
Gruntal & Company April 1992 - January 1993
Shearson Lehman Brothers September 1990 - March 1992
Donaghue Construction Corporation June 1985 - July 1990
Education
Bentley University 1990 — 1990
none, Finance
Suzanne Myers Suzanne Myers's Fidelity Investments Experience 1986 - 1988
Job Director, Heartfelt Egg Donation, LLC
Industry Hospital & Health Care
Experience
Heartfelt Egg Donation, LLC November 2005 - Present
Woodberry Events, Inc. 2004 - 2005
Jack Morton Worldwide 2003 - 2003
Carlson Marketing Group 1993 - 2003
Incentive Dimensions 1993 - 1999
Bird Corporation 1988 - 1993
Fidelity Investments 1986 - 1988
Skills
Purchasing, Logistics, Management, Process Enhancement, Branding & Identity, Event Management, Negotiation, Budgets, Process Scheduler, Business Development, Marketing, Strategic Planning, Healthcare, Operations Management, Training, Online Advertising, Social Media Marketing, Contract Negotiation, Customer Service, Team Building, Sales Operations, Sales, Public Speaking, Email Marketing, Public Relations, Infertility, Nonprofits, Event Planning, Entrepreneurship, Social Media, Coaching, Time Management
Education
Northeastern University 1982 — 1986
Bachelor of Science
Bentley University
Certificate
Boonton High School 1978 — 1981
Heartfelt Egg Donation, LLC November 2005 - Present
Woodberry Events, Inc. 2004 - 2005
Jack Morton Worldwide 2003 - 2003
Carlson Marketing Group 1993 - 2003
Incentive Dimensions 1993 - 1999
Bird Corporation 1988 - 1993
Fidelity Investments 1986 - 1988
Skills
Purchasing, Logistics, Management, Process Enhancement, Branding & Identity, Event Management, Negotiation, Budgets, Process Scheduler, Business Development, Marketing, Strategic Planning, Healthcare, Operations Management, Training, Online Advertising, Social Media Marketing, Contract Negotiation, Customer Service, Team Building, Sales Operations, Sales, Public Speaking, Email Marketing, Public Relations, Infertility, Nonprofits, Event Planning, Entrepreneurship, Social Media, Coaching, Time Management
Education
Northeastern University 1982 — 1986
Bachelor of Science
Bentley University
Certificate
Boonton High School 1978 — 1981
Puneet Sarda Puneet Sarda's Fidelity Investments Experience April 2014 - Present
Job Principal Architect | Mobile Apps & Infrastructure | Adaptive & Responsive Web
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments August 2011 - March 2014
Fidelity Investments December 2007 - August 2011
Fidelity Investments March 2006 - December 2007
Skills
Web Services, LINQ, Visual Studio, XAML, WinForms, NHibernate, WCF Services, WPF Development, Expression Blend, Rational Team Concert, Infragistics, Agile Application..., iOS development, Objective-C, Xcode, Maven, Sonar, Mac OS, Mobile Applications, Mobile Architecture, Mobile Design, Build Automation, Performance Improvement, Unix Shell Scripting, SOA, REST, SOAP, SoapUI, Oracle, Microsoft SQL Server, SQL, Desktop Application..., .NET, Visual C#, Prism, Unity, iTextSharp, NAnt, Software Design Patterns, Test Driven Development, Continuous Integration
Education
Bentley University 2008 — 2009
Information Design Certificate, Information Design Certificate
University of Houston 2003 — 2005
Master of Science (M.S.), Computer Science
Gujarat University 1999 — 2003
Bachelor of Engineering (BE), Computer Engineering
St. Xavier's - Gandhinagar 1995 — 1999
High School and Higher Secondary School, Graduate
Fidelity Investments April 2014 - Present
Fidelity Investments August 2011 - March 2014
Fidelity Investments December 2007 - August 2011
Fidelity Investments March 2006 - December 2007
Skills
Web Services, LINQ, Visual Studio, XAML, WinForms, NHibernate, WCF Services, WPF Development, Expression Blend, Rational Team Concert, Infragistics, Agile Application..., iOS development, Objective-C, Xcode, Maven, Sonar, Mac OS, Mobile Applications, Mobile Architecture, Mobile Design, Build Automation, Performance Improvement, Unix Shell Scripting, SOA, REST, SOAP, SoapUI, Oracle, Microsoft SQL Server, SQL, Desktop Application..., .NET, Visual C#, Prism, Unity, iTextSharp, NAnt, Software Design Patterns, Test Driven Development, Continuous Integration
Education
Bentley University 2008 — 2009
Information Design Certificate, Information Design Certificate
University of Houston 2003 — 2005
Master of Science (M.S.), Computer Science
Gujarat University 1999 — 2003
Bachelor of Engineering (BE), Computer Engineering
St. Xavier's - Gandhinagar 1995 — 1999
High School and Higher Secondary School, Graduate
Andrea Krikorian's Fidelity Investments Experience 1993 - 2002
Job Manager, HR Services at GSI Group Inc.
Industry Medical Devices
Experience
GSI Group Inc. September 2013 - Present
Sycamore Networks December 2006 - September 2013
Acusphere 2003 - 2005
Fidelity Investments 1993 - 2002
Skills
HRIS, Talent Acquisition, Employee Relations, Performance Management, Talent Management, Recruiting, Employee Engagement, Deferred Compensation, Human Resources, Employee Benefits, Onboarding, Applicant Tracking...
Education
Curry College 1989 — 1993
Bachelor's of Arts, Management/Communications
Bentley College
Meeting Management Certificate
GSI Group Inc. September 2013 - Present
Sycamore Networks December 2006 - September 2013
Acusphere 2003 - 2005
Fidelity Investments 1993 - 2002
Skills
HRIS, Talent Acquisition, Employee Relations, Performance Management, Talent Management, Recruiting, Employee Engagement, Deferred Compensation, Human Resources, Employee Benefits, Onboarding, Applicant Tracking...
Education
Curry College 1989 — 1993
Bachelor's of Arts, Management/Communications
Bentley College
Meeting Management Certificate
Mariya Todorova Mariya Todorova's Fidelity Investments Experience December 2010 - December 2011
Job Financial Analyst at Clinton Health Access Initiative
Industry International Trade and Development
Experience
Clinton Health Access Initiative August 2014 - Present
Clinton Health Access Initiative April 2014 - July 2014
Tanzanian Children's Fund December 2013 - April 2014
Around The World Trip December 2011 - October 2013
Fidelity Investments December 2010 - December 2011
Fidelity Investments November 2009 - December 2010
The Rockingham Group October 2006 - September 2007
Skills
Analysis, Financial Analysis, Risk Management, Finance, Management, Microsoft Excel, Corporate Finance, Cross-functional Team..., Budgets, SAP, Financial Modeling, Visio, Project Planning, Data Analysis, Software Documentation, Internal Controls
Education
Bentley University 2008 — 2009
MBA/MSF, Global Markets, Finance
Bridgewater College 2002 — 2006
Bachelor of Science (B.S.), Business Administration & Psychology
Clinton Health Access Initiative August 2014 - Present
Clinton Health Access Initiative April 2014 - July 2014
Tanzanian Children's Fund December 2013 - April 2014
Around The World Trip December 2011 - October 2013
Fidelity Investments December 2010 - December 2011
Fidelity Investments November 2009 - December 2010
The Rockingham Group October 2006 - September 2007
Skills
Analysis, Financial Analysis, Risk Management, Finance, Management, Microsoft Excel, Corporate Finance, Cross-functional Team..., Budgets, SAP, Financial Modeling, Visio, Project Planning, Data Analysis, Software Documentation, Internal Controls
Education
Bentley University 2008 — 2009
MBA/MSF, Global Markets, Finance
Bridgewater College 2002 — 2006
Bachelor of Science (B.S.), Business Administration & Psychology
Alexandra Malonis's Fidelity Investments Experience May 2011 - November 2011
Job Senior Financial Analyst, Corporate FP&A
Industry Financial Services
Experience
EMC August 2015 - Present
EMC July 2014 - July 2015
VCE, the Virtual Computing Environment Company August 2013 - July 2014
EMC July 2012 - August 2013
inVentiv Health February 2012 - April 2012
Fidelity Investments May 2011 - November 2011
Charles River Development September 2010 - May 2011
National Grid May 2010 - August 2010
George C. Malonis, PC June 2007 - January 2010
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Outlook, Financial Analysis, Accounting, Microsoft Word, Data Analysis, Finance, Financial Modeling, SAP, Analysis, Social Media, Financial Reporting, SAP BPC, SAP SRM, Business Intelligence, Forecasting
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance & Accounting
Lorenzo de' Medici 2009 — 2009
Dracut High School 2004 — 2008
EMC August 2015 - Present
EMC July 2014 - July 2015
VCE, the Virtual Computing Environment Company August 2013 - July 2014
EMC July 2012 - August 2013
inVentiv Health February 2012 - April 2012
Fidelity Investments May 2011 - November 2011
Charles River Development September 2010 - May 2011
National Grid May 2010 - August 2010
George C. Malonis, PC June 2007 - January 2010
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Outlook, Financial Analysis, Accounting, Microsoft Word, Data Analysis, Finance, Financial Modeling, SAP, Analysis, Social Media, Financial Reporting, SAP BPC, SAP SRM, Business Intelligence, Forecasting
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance & Accounting
Lorenzo de' Medici 2009 — 2009
Dracut High School 2004 — 2008
Sandi Quinn's Fidelity Investments Experience August 2011 - Present
Job Design Standards Specialist at Fidelity Investments
Industry Design
Experience
Fidelity Investments August 2011 - Present
Independent Consultant May 2003 - Present
Babson College September 2010 - August 2011
The Chronicle of Higher Education September 2007 - July 2009
Rowman & Littlefield Publishing Group November 2006 - September 2007
Boston Red Sox January 2001 - October 2006
Skills
Adobe Creative Suite, QuarkXPress, HTML, CSS, Adobe Dreamweaver, Wireframes, Graphic Design, Online User Experience, Microsoft Office, Content Management, Illustrator, Dreamweaver, User Experience, Art Direction, Information Architecture
Education
Bentley University 2011 — 2011
Certificate, User Experience
Rhode Island School of Design 2010 — 2011
Web Design
Massachusetts College of Art and Design 2009 — 2011
Simmons College 1999 — 2003
B.A., graphic design
Fidelity Investments August 2011 - Present
Independent Consultant May 2003 - Present
Babson College September 2010 - August 2011
The Chronicle of Higher Education September 2007 - July 2009
Rowman & Littlefield Publishing Group November 2006 - September 2007
Boston Red Sox January 2001 - October 2006
Skills
Adobe Creative Suite, QuarkXPress, HTML, CSS, Adobe Dreamweaver, Wireframes, Graphic Design, Online User Experience, Microsoft Office, Content Management, Illustrator, Dreamweaver, User Experience, Art Direction, Information Architecture
Education
Bentley University 2011 — 2011
Certificate, User Experience
Rhode Island School of Design 2010 — 2011
Web Design
Massachusetts College of Art and Design 2009 — 2011
Simmons College 1999 — 2003
B.A., graphic design
Steven Schedin's Fidelity Investments Experience August 2012 - December 2014
Job Business Intelligence Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management December 2014 - Present
Fidelity Investments August 2012 - December 2014
Fidelity Investments LLC July 2007 - August 2012
Dion Money Management November 2006 - April 2007
Dion Money Management September 2006 - April 2007
Osram Sylvania May 2006 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Finance, Equities, Analysis, Mutual Funds, Fixed Income, Access, Management, Strategic Planning, Leadership, Financial Analysis, Microsoft Excel, Essbase, Bloomberg, Strategic Financial..., Financial Services, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Finance and Financial Management Services
Bentley University 2003 — 2007
B.S. Finance
Natixis Global Asset Management December 2014 - Present
Fidelity Investments August 2012 - December 2014
Fidelity Investments LLC July 2007 - August 2012
Dion Money Management November 2006 - April 2007
Dion Money Management September 2006 - April 2007
Osram Sylvania May 2006 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Finance, Equities, Analysis, Mutual Funds, Fixed Income, Access, Management, Strategic Planning, Leadership, Financial Analysis, Microsoft Excel, Essbase, Bloomberg, Strategic Financial..., Financial Services, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Finance and Financial Management Services
Bentley University 2003 — 2007
B.S. Finance
Michael Versace's Fidelity Investments Experience May 2005 - May 2007
Job Digital Strategy, Global Research at IDC
Industry Financial Services
Experience
IDC July 2015 - Present
IDC Financial Insights October 2010 - June 2015
The Wikibon Project June 2009 - October 2010
ISSA 2007 - 2010
Financial Services Roundtable July 2007 - June 2009
Attunity January 2008 - July 2008
Fidelity Investments May 2005 - May 2007
Accredited Standards Committee X9, Inc. - Financial Industry Standards 1985 - 2007
NEC Corporation May 2003 - May 2005
ZEFER May 2000 - May 2003
Skills
Research, Business Development, Treasury Management, Core Banking, Financial Services, Risk Management, Management Consulting, Program Management, Strategy, Management, Financial Risk, Product Management, Security, Start-ups, Leadership, E-commerce, Business Process, Business Strategy, Executive Management, Professional Services, Project Management, Business Analysis, Enterprise Risk..., CRM, Banking, Information Security, Market Research, Consulting, IT Strategy, Analytics, New Business Development
Education
Bentley University 1975 — 1979
Bachelor’s Degree
IDC July 2015 - Present
IDC Financial Insights October 2010 - June 2015
The Wikibon Project June 2009 - October 2010
ISSA 2007 - 2010
Financial Services Roundtable July 2007 - June 2009
Attunity January 2008 - July 2008
Fidelity Investments May 2005 - May 2007
Accredited Standards Committee X9, Inc. - Financial Industry Standards 1985 - 2007
NEC Corporation May 2003 - May 2005
ZEFER May 2000 - May 2003
Skills
Research, Business Development, Treasury Management, Core Banking, Financial Services, Risk Management, Management Consulting, Program Management, Strategy, Management, Financial Risk, Product Management, Security, Start-ups, Leadership, E-commerce, Business Process, Business Strategy, Executive Management, Professional Services, Project Management, Business Analysis, Enterprise Risk..., CRM, Banking, Information Security, Market Research, Consulting, IT Strategy, Analytics, New Business Development
Education
Bentley University 1975 — 1979
Bachelor’s Degree
Rich Castaldo's Fidelity Investments Experience March 1999 - 2007
Job Executive Business / IT Consultant
Industry Information Technology and Services
Experience
Castaldo Global Consulting 2007 - Present
Fidelity Investments March 1999 - 2007
Fidelity Investments 1997 - 1999
Fidelity Investments 1993 - 1997
The Boston Company 1989 - 1993
Success Systems, Inc. 1983 - 1989
Batterymarch Financial Management 1981 - 1983
Digital Equipment Corporation 1978 - 1981
Skills
Financial Services, Consulting, Infrastructure, Strategic Planning, Vendor Management, Offshoring, SDLC, Business Process..., Relationship Management, Data Architecture, Mutual Funds, Business Analysis, Program Management, Enterprise Architecture, Integration, Enterprise Software, Leadership, Management, IT Strategy, E-commerce
Education
Bentley University 1974 — 1978
BS, Business Management
Bentley University 1974 — 1978
BS, Computer Systems Management
Castaldo Global Consulting 2007 - Present
Fidelity Investments March 1999 - 2007
Fidelity Investments 1997 - 1999
Fidelity Investments 1993 - 1997
The Boston Company 1989 - 1993
Success Systems, Inc. 1983 - 1989
Batterymarch Financial Management 1981 - 1983
Digital Equipment Corporation 1978 - 1981
Skills
Financial Services, Consulting, Infrastructure, Strategic Planning, Vendor Management, Offshoring, SDLC, Business Process..., Relationship Management, Data Architecture, Mutual Funds, Business Analysis, Program Management, Enterprise Architecture, Integration, Enterprise Software, Leadership, Management, IT Strategy, E-commerce
Education
Bentley University 1974 — 1978
BS, Business Management
Bentley University 1974 — 1978
BS, Computer Systems Management
Rakesh Krishna's Fidelity Investments Experience August 2012 - July 2014
Job MBA + MSIT Candidate at Bentley University, Class of 2016
Industry Information Technology and Services
Experience
inSegment September 2015 - Present
Graduate Admissions, Bentley University September 2014 - August 2015
Fidelity Investments August 2012 - July 2014
Skills
SQL, .NET, Data Structures, Microsoft SQL Server, Matlab, Business Strategy, Financial Accounting, Corporate Finance, Marketing, Data Modeling, Microsoft Office, Business Analysis, ASP.NET, Software Development, Web Services, SDLC, Java, Analysis, JavaScript, Visual C#, SSRS, Software System Analysis, Technical Support, Business Process..., Agile Application..., Agile Web Development, Python
Education
Bentley University 2014 — 2016
Master of Business Administration (M.B.A.), Information Technology, 3.53
Bentley University 2014 — 2016
Master's degree, Information Technology, 3.53
The National Institute of Enginneering 2008 — 2012
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering, 8.87
inSegment September 2015 - Present
Graduate Admissions, Bentley University September 2014 - August 2015
Fidelity Investments August 2012 - July 2014
Skills
SQL, .NET, Data Structures, Microsoft SQL Server, Matlab, Business Strategy, Financial Accounting, Corporate Finance, Marketing, Data Modeling, Microsoft Office, Business Analysis, ASP.NET, Software Development, Web Services, SDLC, Java, Analysis, JavaScript, Visual C#, SSRS, Software System Analysis, Technical Support, Business Process..., Agile Application..., Agile Web Development, Python
Education
Bentley University 2014 — 2016
Master of Business Administration (M.B.A.), Information Technology, 3.53
Bentley University 2014 — 2016
Master's degree, Information Technology, 3.53
The National Institute of Enginneering 2008 — 2012
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering, 8.87
Tara Zraunig's Fidelity Investments Experience April 2007 - January 2011
Job Senior Compensation Analyst at Finance of America Mortgage LLC
Industry Financial Services
Experience
Finance of America Mortgage LLC August 2015 - Present
PMAC Lending Services Inc. May 2014 - Present
Beverly Hospital April 2014 - May 2014
Towers Watson October 2012 - July 2013
Towers Watson January 2011 - October 2012
Fidelity Investments April 2007 - January 2011
Fidelity Investments January 2006 - March 2007
Fidelity Investments August 2001 - December 2005
Skills
Analysis, Access, Banking, Due Diligence, Training, Microsoft Excel, Human Resources, QuickBooks, Client Relations Skills, Organization, Time Management, Process Improvement, Team-oriented, Data Analysis, Mathematics, Spreadsheets, PowerPoint, Communication, SQL, MS Excel Pivot Tables, Employee Training, Management, Leadership, Performance Management, Financial Analysis, Strategy, Sales, Employee Benefits
Education
Bentley University 1997 — 2001
BS, Mathematics
Greenfield High School 1993 — 1997
Finance of America Mortgage LLC August 2015 - Present
PMAC Lending Services Inc. May 2014 - Present
Beverly Hospital April 2014 - May 2014
Towers Watson October 2012 - July 2013
Towers Watson January 2011 - October 2012
Fidelity Investments April 2007 - January 2011
Fidelity Investments January 2006 - March 2007
Fidelity Investments August 2001 - December 2005
Skills
Analysis, Access, Banking, Due Diligence, Training, Microsoft Excel, Human Resources, QuickBooks, Client Relations Skills, Organization, Time Management, Process Improvement, Team-oriented, Data Analysis, Mathematics, Spreadsheets, PowerPoint, Communication, SQL, MS Excel Pivot Tables, Employee Training, Management, Leadership, Performance Management, Financial Analysis, Strategy, Sales, Employee Benefits
Education
Bentley University 1997 — 2001
BS, Mathematics
Greenfield High School 1993 — 1997
William Sullivan's Fidelity Investments Experience June 2010 - August 2010
Job Evangelist at The Yarn Corporation | DirBizDev @ Big Room Studios
Industry Computer Software
Experience
Yoinker September 2009 - September 2014
Publishers Clearing House February 2013 - April 2014
Microsoft July 2011 - November 2012
Bentley University October 2008 - May 2011
Diversified Data Technologies, LLC September 2009 - October 2010
Fidelity Investments June 2010 - August 2010
University of Maine 2007 - 2008
University of Maine September 2006 - January 2007
Skills
Start-ups, Programming and..., Project Management, Help Desk/Technical..., Networking, UI/UX, Security, Web 2.0, Business Intelligence, Business Acumen and..., Collaboration..., Business Analysis, Business Strategy, Mobile Operating..., Risk Assessment, Database Design, Scrum, Android, SharePoint, Android Development, iOS development, SDK development, ITIL, Software Development, Mobile Applications, MySQL, Java, Product Management, Analytics, IT Service Management, WordPress, Entrepreneurship, Management, Analysis, User Interface, JavaScript, Market Research, Microsoft Technologies, SQL, Web Development, Mobile Devices, Visual Studio, Cloud Computing, OS X, Software Project...
Education
Bentley University 2008 — 2011
Bachelor of Science, Computer Information Systems
Maranacook 2002 — 2006
Yoinker September 2009 - September 2014
Publishers Clearing House February 2013 - April 2014
Microsoft July 2011 - November 2012
Bentley University October 2008 - May 2011
Diversified Data Technologies, LLC September 2009 - October 2010
Fidelity Investments June 2010 - August 2010
University of Maine 2007 - 2008
University of Maine September 2006 - January 2007
Skills
Start-ups, Programming and..., Project Management, Help Desk/Technical..., Networking, UI/UX, Security, Web 2.0, Business Intelligence, Business Acumen and..., Collaboration..., Business Analysis, Business Strategy, Mobile Operating..., Risk Assessment, Database Design, Scrum, Android, SharePoint, Android Development, iOS development, SDK development, ITIL, Software Development, Mobile Applications, MySQL, Java, Product Management, Analytics, IT Service Management, WordPress, Entrepreneurship, Management, Analysis, User Interface, JavaScript, Market Research, Microsoft Technologies, SQL, Web Development, Mobile Devices, Visual Studio, Cloud Computing, OS X, Software Project...
Education
Bentley University 2008 — 2011
Bachelor of Science, Computer Information Systems
Maranacook 2002 — 2006
Alicia Flanders Alicia Flanders's Fidelity Investments Experience 1999 - 2005
Job Optimizing the user experience of complex, enterprise applications. IA, UCD practitioner, MS Human Factors.
Industry Design
Experience
ITAccents September 2014 - Present
Aspera 2014 - Present
Altisource Labs February 2014 - August 2014
SunGard May 2012 - February 2014
American Science and Engineering May 2011 - March 2012
Deltek July 2010 - May 2011
Raytheon August 2007 - April 2009
Fidelity Investments 1999 - 2005
Cabletron November 1997 - January 1999
Digital Equipment Corporation January 1994 - October 1998
Skills
User Experience, Wireframes, Information Architecture, User-centered Design, Usability Testing, Heuristic Evaluation, Persona, Usability, User Interface, User Research, Card Sorting, Competitive Analysis, Task Analysis, Human Computer..., Contextual Inquiry, Usability Engineering, Scrum, Integration, Human Factors, User Scenarios, Information Design, Software Documentation, Specifications, Photoshop, Visio, Axure, User Stories, Design Patterns, Documentation Usability, Axure RP
Education
Bentley University 2006 — 2010
MS, Human Factors
Northeastern University 1990 — 1994
BS, Psychology
University of New Hampshire
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
ITAccents September 2014 - Present
Aspera 2014 - Present
Altisource Labs February 2014 - August 2014
SunGard May 2012 - February 2014
American Science and Engineering May 2011 - March 2012
Deltek July 2010 - May 2011
Raytheon August 2007 - April 2009
Fidelity Investments 1999 - 2005
Cabletron November 1997 - January 1999
Digital Equipment Corporation January 1994 - October 1998
Skills
User Experience, Wireframes, Information Architecture, User-centered Design, Usability Testing, Heuristic Evaluation, Persona, Usability, User Interface, User Research, Card Sorting, Competitive Analysis, Task Analysis, Human Computer..., Contextual Inquiry, Usability Engineering, Scrum, Integration, Human Factors, User Scenarios, Information Design, Software Documentation, Specifications, Photoshop, Visio, Axure, User Stories, Design Patterns, Documentation Usability, Axure RP
Education
Bentley University 2006 — 2010
MS, Human Factors
Northeastern University 1990 — 1994
BS, Psychology
University of New Hampshire
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Anna Fisher, PMP's Fidelity Investments Experience February 2013 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Health Dialog July 2010 - February 2013
Unidine Corporation March 2008 - July 2010
Daniel Dennis & Company June 2007 - March 2008
Sun Life Financial September 2006 - December 2006
Skills
Hyperion Reports, Great Plains Software, Microsoft Excel, Business Objects..., PowerPoint, CRM systems, ADP Payroll, Microsoft Word, Access, HTML, Microsoft Technologies, Financial Analysis, Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, QuickBooks, Lotus Notes, Profx, Replicon Project..., Financial Modeling, Budgets
Education
Bentley College 2004 — 2007
Bachelor of Science, Corporate Accounting and Finance
Bentley University 2004 — 2007
Corporate Finance and Accounting
Fidelity Investments February 2013 - Present
Health Dialog July 2010 - February 2013
Unidine Corporation March 2008 - July 2010
Daniel Dennis & Company June 2007 - March 2008
Sun Life Financial September 2006 - December 2006
Skills
Hyperion Reports, Great Plains Software, Microsoft Excel, Business Objects..., PowerPoint, CRM systems, ADP Payroll, Microsoft Word, Access, HTML, Microsoft Technologies, Financial Analysis, Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, QuickBooks, Lotus Notes, Profx, Replicon Project..., Financial Modeling, Budgets
Education
Bentley College 2004 — 2007
Bachelor of Science, Corporate Accounting and Finance
Bentley University 2004 — 2007
Corporate Finance and Accounting
Alec Russell's Fidelity Investments Experience August 2014 - Present
Job Financial Markets Group Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - July 2014
Bentley University Writing Center September 2010 - May 2013
Financial Compass Group May 2012 - August 2012
Greenwich Bank & Trust, NA August 2011 - August 2011
Tradition Financial Services June 2011 - July 2011
Innis Arden Golf Club May 2005 - September 2010
Skills
Word, PowerPoint, and..., Morningstar, Spanish, Entrepreneurship, Mandarin, Bloomberg Certified, Datastream, Stata, Factset, @Risk, SAP Business Suite, Project Model, Economics, Market Research, Bloomberg, SAP SRM, PowerPoint, Microsoft Excel, SPSS, Data Analysis, Bloomberg Terminal, Facebook
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance, 3.84 GPA
Universitat Pompeu Fabra 2011 — 2011
CFA Institute
Passed Level III of the CFA Program
Greenwich High School
2009 Graduate
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - July 2014
Bentley University Writing Center September 2010 - May 2013
Financial Compass Group May 2012 - August 2012
Greenwich Bank & Trust, NA August 2011 - August 2011
Tradition Financial Services June 2011 - July 2011
Innis Arden Golf Club May 2005 - September 2010
Skills
Word, PowerPoint, and..., Morningstar, Spanish, Entrepreneurship, Mandarin, Bloomberg Certified, Datastream, Stata, Factset, @Risk, SAP Business Suite, Project Model, Economics, Market Research, Bloomberg, SAP SRM, PowerPoint, Microsoft Excel, SPSS, Data Analysis, Bloomberg Terminal, Facebook
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance, 3.84 GPA
Universitat Pompeu Fabra 2011 — 2011
CFA Institute
Passed Level III of the CFA Program
Greenwich High School
2009 Graduate
Alex Truncali's Fidelity Investments Experience September 2011 - Present
Job Senior Actuarial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Bentley University September 2008 - May 2011
Travelers May 2010 - August 2010
Travelers May 2009 - August 2009
Education
Bentley University 2007 — 2011
BS, Actuarial Science, Corporate Finance and Accounting
Fidelity Investments September 2011 - Present
Bentley University September 2008 - May 2011
Travelers May 2010 - August 2010
Travelers May 2009 - August 2009
Education
Bentley University 2007 — 2011
BS, Actuarial Science, Corporate Finance and Accounting
Sandra Schoellnast, MBA's Fidelity Investments Experience December 2000 - October 2004
Job AVP Product Control at Barclays
Industry Investment Management
Experience
Barclays November 2014 - Present
GM Asset Management October 2004 - December 2013
Fidelity Investments December 2000 - October 2004
G.T. Reilly & Company November 1999 - December 2000
BNY Mellon June 1997 - November 1999
Skills
Hedge Funds, Alternative Investments, Valuation, Investment Management, Asset Managment, Portfolio Management, Corporate Finance, Asset Management, Private Equity, Investments, Equities, Fixed Income, Manage Projects, Financial Modeling, Due Diligence, Financial Analysis, Real Estate, ETFs, Bloomberg, SEC Filings, Limited Partnerships, Public/private..., Risk Management, Accounting, Internal Controls, SOX Compliancy, Mutual Funds, US GAAP, GAAP Standards, Auditing, Securities, Strategy, 10K, Financial Reporting, Team Development, Team Building, Cross-functional team, Leadership, Sarbanes-Oxley, Form 5500
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2001 — 2003
MBA, Finance
Bentley University 1993 — 1997
Bachelor of Science (BS), Accounting
Barclays November 2014 - Present
GM Asset Management October 2004 - December 2013
Fidelity Investments December 2000 - October 2004
G.T. Reilly & Company November 1999 - December 2000
BNY Mellon June 1997 - November 1999
Skills
Hedge Funds, Alternative Investments, Valuation, Investment Management, Asset Managment, Portfolio Management, Corporate Finance, Asset Management, Private Equity, Investments, Equities, Fixed Income, Manage Projects, Financial Modeling, Due Diligence, Financial Analysis, Real Estate, ETFs, Bloomberg, SEC Filings, Limited Partnerships, Public/private..., Risk Management, Accounting, Internal Controls, SOX Compliancy, Mutual Funds, US GAAP, GAAP Standards, Auditing, Securities, Strategy, 10K, Financial Reporting, Team Development, Team Building, Cross-functional team, Leadership, Sarbanes-Oxley, Form 5500
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2001 — 2003
MBA, Finance
Bentley University 1993 — 1997
Bachelor of Science (BS), Accounting
Mrinal Kumar's Fidelity Investments Experience July 2013 - August 2014
Job Database Development Intern at Imagitas
Industry Financial Services
Experience
Imagitas June 2015 - Present
Bentley University August 2014 - Present
Fidelity Investments July 2013 - August 2014
Fidelity Investments July 2011 - July 2013
Fidelity Investments August 2010 - July 2011
Skills
OBIEE, SQL, Data Warehousing, PL/SQL, Oracle, SOA, Informatica, Unix, Weblogic, ETL, DB2, Unix Shell Scripting, Java Enterprise Edition, Java, Shell Scripting, C++, HTML, Requirements Analysis, Analysis, Microsoft Excel, Business Analysis, Data Analysis, Microsoft Office, Access, JavaScript, VBA, Agile Methodologies, SDLC
Education
Bentley University 2014 — 2015
Master of Science (M.S.) in Information Technology, Information Technology, 3.90/4.0
Imagitas June 2015 - Present
Bentley University August 2014 - Present
Fidelity Investments July 2013 - August 2014
Fidelity Investments July 2011 - July 2013
Fidelity Investments August 2010 - July 2011
Skills
OBIEE, SQL, Data Warehousing, PL/SQL, Oracle, SOA, Informatica, Unix, Weblogic, ETL, DB2, Unix Shell Scripting, Java Enterprise Edition, Java, Shell Scripting, C++, HTML, Requirements Analysis, Analysis, Microsoft Excel, Business Analysis, Data Analysis, Microsoft Office, Access, JavaScript, VBA, Agile Methodologies, SDLC
Education
Bentley University 2014 — 2015
Master of Science (M.S.) in Information Technology, Information Technology, 3.90/4.0
Amy Ernst's Fidelity Investments Experience June 2014 - May 2015
Job Associate Business Analyst, EMC Global Business Operations
Industry Financial Services
Experience
EMC July 2015 - Present
Fidelity Investments June 2014 - May 2015
American Holidays June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Leadership, Public Speaking, Financial Analysis
Education
Bentley University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
University College Dublin 2013 — 2013
EMC July 2015 - Present
Fidelity Investments June 2014 - May 2015
American Holidays June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Leadership, Public Speaking, Financial Analysis
Education
Bentley University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
University College Dublin 2013 — 2013
Patrick Rielly, CPA, CFE Patrick Rielly, CPA, CFE's Fidelity Investments Experience October 2015 - Present
Job Senior Audit Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments October 2015 - Present
Deloitte & Touche LLP September 2013 - October 2015
Deloitte & Touche LLP June 2012 - August 2012
EMC May 2010 - September 2011
Deloitte August 2011 - August 2011
Ernst & Young June 2011 - July 2011
Education
Bentley University 2009 — 2013
Bachelor of Science, Accounting, Finance, Management, Cum Laude
University of Florida 2011 — 2011
Accounting
Fidelity Investments October 2015 - Present
Deloitte & Touche LLP September 2013 - October 2015
Deloitte & Touche LLP June 2012 - August 2012
EMC May 2010 - September 2011
Deloitte August 2011 - August 2011
Ernst & Young June 2011 - July 2011
Education
Bentley University 2009 — 2013
Bachelor of Science, Accounting, Finance, Management, Cum Laude
University of Florida 2011 — 2011
Accounting
Andrew Petrin's Fidelity Investments Experience April 2011 - July 2013
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust August 2013 - Present
Fidelity Investments April 2011 - July 2013
State Street March 2010 - April 2011
State Street June 2008 - August 2008
State Street Global Advisors June 2007 - August 2007
Lehman Brothers January 2007 - May 2007
Skills
Bloomberg, Analysis, FactSet, Attention To Detail, Asset Allocation, Effective Communication
Education
CFA Program
Bentley University 2006 — 2010
Bachelor of Science, Economics Finance
U.S. Trust August 2013 - Present
Fidelity Investments April 2011 - July 2013
State Street March 2010 - April 2011
State Street June 2008 - August 2008
State Street Global Advisors June 2007 - August 2007
Lehman Brothers January 2007 - May 2007
Skills
Bloomberg, Analysis, FactSet, Attention To Detail, Asset Allocation, Effective Communication
Education
CFA Program
Bentley University 2006 — 2010
Bachelor of Science, Economics Finance
Sue Burton Sue Burton's Fidelity Investments Experience 1998 - 2000
Job Senior Vice President, Enterprise Brand and Corporate Social Responsibilty Programs at Bank of America
Industry Marketing and Advertising
Experience
Bank of America August 2015 - Present
Bank of America February 2014 - August 2015
American Student Assistance April 2011 - February 2014
EMI Strategic Marketing September 2009 - March 2011
Loretta LaRoche Productions 2005 - August 2010
DePuy Medical Devices / Johnson & Johnson January 2009 - September 2009
Oxford Financial Group, Ltd. March 2008 - September 2009
First Marblehead Corporation April 2005 - March 2008
JP Morgan Chase September 2000 - April 2005
Fidelity Investments 1998 - 2000
Skills
Social Media Marketing, New Product Ideas, Introducing New Products, marketing, Marketing Strategy, Product Marketing, Consumer Products, Consumer Behaviour, Financial Services, Educational Technology, Integrated Marketing, Idea Generation, Branding & Identity, Product Innovation, Business Innovation, Business Model..., Business Strategy, Marketing, Lead Generation, Social Media, Digital Media, Direct Marketing, Leadership, Competitive Analysis, Marketing Communications, Email Marketing, Strategy, Direct Mail, Advertising, B2B, User Experience, Business Development, Segmentation, Market Research, Management, Digital Strategy, Brand Development, CRM, Marketing Management, Product Development, Multi-channel Marketing, Brand Management, Public Relations, New Business Development, Analytics, Product Launch, Digital Marketing, People Management
Education
Smith College 2004 — 2004
Management Certificate, Women's Leadership Program
Bentley University 1985 — 1989
Bachelor of Science (BS), Business Communications
Shrewsbury High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bank of America August 2015 - Present
Bank of America February 2014 - August 2015
American Student Assistance April 2011 - February 2014
EMI Strategic Marketing September 2009 - March 2011
Loretta LaRoche Productions 2005 - August 2010
DePuy Medical Devices / Johnson & Johnson January 2009 - September 2009
Oxford Financial Group, Ltd. March 2008 - September 2009
First Marblehead Corporation April 2005 - March 2008
JP Morgan Chase September 2000 - April 2005
Fidelity Investments 1998 - 2000
Skills
Social Media Marketing, New Product Ideas, Introducing New Products, marketing, Marketing Strategy, Product Marketing, Consumer Products, Consumer Behaviour, Financial Services, Educational Technology, Integrated Marketing, Idea Generation, Branding & Identity, Product Innovation, Business Innovation, Business Model..., Business Strategy, Marketing, Lead Generation, Social Media, Digital Media, Direct Marketing, Leadership, Competitive Analysis, Marketing Communications, Email Marketing, Strategy, Direct Mail, Advertising, B2B, User Experience, Business Development, Segmentation, Market Research, Management, Digital Strategy, Brand Development, CRM, Marketing Management, Product Development, Multi-channel Marketing, Brand Management, Public Relations, New Business Development, Analytics, Product Launch, Digital Marketing, People Management
Education
Smith College 2004 — 2004
Management Certificate, Women's Leadership Program
Bentley University 1985 — 1989
Bachelor of Science (BS), Business Communications
Shrewsbury High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Scott Furlong's Fidelity Investments Experience February 2014 - May 2014
Job Senior Information Architect at Sapient Global Markets
Industry Design
Experience
TIAA-CREF December 2014 - July 2015
Liberty Mutual Insurance June 2014 - November 2014
Fidelity Investments February 2014 - May 2014
Staples August 2013 - February 2014
PTC May 2012 - August 2012
Manulife Financial - Group Benefits June 2004 - August 2009
Manulife Financial - Wealth Management May 2002 - June 2004
Manulife Financial - Wealth Management March 2001 - May 2002
Manulife Financial - Wealth Management October 2000 - March 2001
SunLife Financial - Wealth Management June 1999 - October 2000
Skills
Business Analysis, Social Media, User Experience, Product Management, Project Management, Team Leadership, Usability Testing, Marketing, Marketing Communications, Strategic Planning, Business Strategy, Information Architecture, Content Management, Insurance, Marketing Strategy, Digital Marketing, Team Building, Market Research, User-centered Design, Management, Training, Recruiting, Usability, Web Development, User Interface Design, User Interface, E-commerce, User Experience Design, SEO, Mobile Applications, Wireframes, Content Strategy, Interaction Design, Digital Strategy, Persona, User Research, Heuristic Evaluation, Axure RP, Web Analytics, Experience Design, Human Computer...
Education
Bentley University
Master of Science (M.S.), Human Factors in Information Design, 3.70
Bentley University 2010 — 2011
Bachelor of Science, Marketing, 3.92
Wilfrid Laurier University 2009 — 2010
Diploma in Business Administration, Business
Human Factors International 2005 — 2007
CUA, Certified Usability Analyst
Wilfrid Laurier University 1991 — 1993
Honours, Business Administration
University of Guelph - Hotel and Food
TIAA-CREF December 2014 - July 2015
Liberty Mutual Insurance June 2014 - November 2014
Fidelity Investments February 2014 - May 2014
Staples August 2013 - February 2014
PTC May 2012 - August 2012
Manulife Financial - Group Benefits June 2004 - August 2009
Manulife Financial - Wealth Management May 2002 - June 2004
Manulife Financial - Wealth Management March 2001 - May 2002
Manulife Financial - Wealth Management October 2000 - March 2001
SunLife Financial - Wealth Management June 1999 - October 2000
Skills
Business Analysis, Social Media, User Experience, Product Management, Project Management, Team Leadership, Usability Testing, Marketing, Marketing Communications, Strategic Planning, Business Strategy, Information Architecture, Content Management, Insurance, Marketing Strategy, Digital Marketing, Team Building, Market Research, User-centered Design, Management, Training, Recruiting, Usability, Web Development, User Interface Design, User Interface, E-commerce, User Experience Design, SEO, Mobile Applications, Wireframes, Content Strategy, Interaction Design, Digital Strategy, Persona, User Research, Heuristic Evaluation, Axure RP, Web Analytics, Experience Design, Human Computer...
Education
Bentley University
Master of Science (M.S.), Human Factors in Information Design, 3.70
Bentley University 2010 — 2011
Bachelor of Science, Marketing, 3.92
Wilfrid Laurier University 2009 — 2010
Diploma in Business Administration, Business
Human Factors International 2005 — 2007
CUA, Certified Usability Analyst
Wilfrid Laurier University 1991 — 1993
Honours, Business Administration
University of Guelph - Hotel and Food
Neil Theberge's Fidelity Investments Experience 2012 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2005 - September 2012
Adelphia Cable 2004 - 2005
THINQ 2001 - 2004
Softlock 2000 - 2001
Microtouch 1998 - 2000
Sanders, A Lockheed Martin Company 1996 - 1998
Skills
Process Improvement, Business Planning, Business Analysis, Business Intelligence, Business Strategy, Innovation Management, Customer Engagement, Strategic Planning, Community Engagement, Community Management, Financial Analysis, Product Management, Finance, Vendor Management, Strategy, Business Process..., Cross-functional Team..., Analytics, Financial Services, Program Management, Risk Management, Management, Project Management, Leadership, IT Strategy, Analysis
Education
Bentley University 1997 — 2000
MBA
University of New Hampshire 1986 — 1990
BA
Fidelity Investments 2012 - Present
Fidelity Investments 2005 - September 2012
Adelphia Cable 2004 - 2005
THINQ 2001 - 2004
Softlock 2000 - 2001
Microtouch 1998 - 2000
Sanders, A Lockheed Martin Company 1996 - 1998
Skills
Process Improvement, Business Planning, Business Analysis, Business Intelligence, Business Strategy, Innovation Management, Customer Engagement, Strategic Planning, Community Engagement, Community Management, Financial Analysis, Product Management, Finance, Vendor Management, Strategy, Business Process..., Cross-functional Team..., Analytics, Financial Services, Program Management, Risk Management, Management, Project Management, Leadership, IT Strategy, Analysis
Education
Bentley University 1997 — 2000
MBA
University of New Hampshire 1986 — 1990
BA
Silvio DeVincentis's Fidelity Investments Experience June 2011 - Present
Job
Industry Investment Management
Experience
Fidelity Investments June 2011 - Present
LifeYield, LLC March 2009 - August 2011
Fiserv Financial Services (Upstream Technologies) January 2008 - March 2009
Charles River Development March 2003 - January 2008
Skills
R, C++, C#, SQL, Java, Matlab, Monte Carlo Simulation, Optimization, Microsoft Excel, Portfolio Optimization, Risk Modeling, Rebalancing, Operations Research, Trading, Financial Engineering, Quantitative Finance, Machine Learning, Options, Algorithms, Microsoft SQL Server, Trading Systems, Portfolio Management, Quantitative Analytics, Fixed Income, Agile Methodologies, Discrete Event..., Numerical Analysis, Derivatives, Financial Modeling
Education
SYMMYS 2012 — 2012
Advanced Risk and Portfolio Management
Bentley University 2006 — 2009
Master's Degree, Finance (Quantitative Concentration)
Northeastern University
BS, Electrical Engineering
Fidelity Investments June 2011 - Present
LifeYield, LLC March 2009 - August 2011
Fiserv Financial Services (Upstream Technologies) January 2008 - March 2009
Charles River Development March 2003 - January 2008
Skills
R, C++, C#, SQL, Java, Matlab, Monte Carlo Simulation, Optimization, Microsoft Excel, Portfolio Optimization, Risk Modeling, Rebalancing, Operations Research, Trading, Financial Engineering, Quantitative Finance, Machine Learning, Options, Algorithms, Microsoft SQL Server, Trading Systems, Portfolio Management, Quantitative Analytics, Fixed Income, Agile Methodologies, Discrete Event..., Numerical Analysis, Derivatives, Financial Modeling
Education
SYMMYS 2012 — 2012
Advanced Risk and Portfolio Management
Bentley University 2006 — 2009
Master's Degree, Finance (Quantitative Concentration)
Northeastern University
BS, Electrical Engineering
Wei Wong, PMP's Fidelity Investments Experience January 2006 - February 2007
Job Manager, EPM Transformation at The Hackett Group
Industry Management Consulting
Experience
The Hackett Group November 2013 - Present
Ernst & Young March 2010 - November 2013
KPMG LLP February 2007 - March 2010
Fidelity Investments January 2006 - February 2007
Fidelity Investments June 2004 - January 2006
Skills
Process Improvement, Project Management, Finance Transformation, Financial Analysis, Management Reporting, Management Consulting, Finance, Change Management, Due Diligence, Managerial Finance, Management, Forecasting, Project Planning, Analytics, Accounting, Business Transformation, Budgets, Financial Reporting, Business Process..., Financial Modeling
Education
Bentley University
Bachelor of Science, Corporate Finance and Accounting
The Hackett Group November 2013 - Present
Ernst & Young March 2010 - November 2013
KPMG LLP February 2007 - March 2010
Fidelity Investments January 2006 - February 2007
Fidelity Investments June 2004 - January 2006
Skills
Process Improvement, Project Management, Finance Transformation, Financial Analysis, Management Reporting, Management Consulting, Finance, Change Management, Due Diligence, Managerial Finance, Management, Forecasting, Project Planning, Analytics, Accounting, Business Transformation, Budgets, Financial Reporting, Business Process..., Financial Modeling
Education
Bentley University
Bachelor of Science, Corporate Finance and Accounting
Ryan Coy's Fidelity Investments Experience August 2008 - March 2012
Job Lean Analyst
Industry Financial Services
Experience
State Street November 2012 - Present
Randstad May 2012 - November 2012
Fidelity Investments August 2008 - March 2012
Pioneer Investments October 2007 - August 2008
Pioneer Investments August 2001 - October 2007
Skills
Continuous Improvement, Lean Initiatives, Process Improvement, Lean Sigma, Managerial, Pricing, Pricing Analysis, Corporate Actions, Analysis, Cross-functional Team..., Business Process...
Education
Bentley University 1996 — 2001
Bachelor of Science (B.S.), Marketing
State Street November 2012 - Present
Randstad May 2012 - November 2012
Fidelity Investments August 2008 - March 2012
Pioneer Investments October 2007 - August 2008
Pioneer Investments August 2001 - October 2007
Skills
Continuous Improvement, Lean Initiatives, Process Improvement, Lean Sigma, Managerial, Pricing, Pricing Analysis, Corporate Actions, Analysis, Cross-functional Team..., Business Process...
Education
Bentley University 1996 — 2001
Bachelor of Science (B.S.), Marketing
Rich Lenihan's Fidelity Investments Experience 1987 - 2003
Job Financial Services Operations Executive
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer March 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Bank of America August 2007 - May 2012
Investors Bank and Trust 2005 - 2007
Fidelity Investments 1987 - 2003
Skills
Investment Operations, Outsourcing and..., Mutual Fund Accounting..., Asset Management, Mutual Fund and..., Shareholder and Account..., Qualified Retirement..., Wealth Management..., Operational Risk..., Change Management, Certified Green Belt, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Securities Industry Institute
Suffolk University 1978 — 1980
MBA, Finance
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
Bentley College
Pension and Employee Benefits Certification
Expect Miracles Foundation - Financial Services Against Cancer March 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Bank of America August 2007 - May 2012
Investors Bank and Trust 2005 - 2007
Fidelity Investments 1987 - 2003
Skills
Investment Operations, Outsourcing and..., Mutual Fund Accounting..., Asset Management, Mutual Fund and..., Shareholder and Account..., Qualified Retirement..., Wealth Management..., Operational Risk..., Change Management, Certified Green Belt, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Securities Industry Institute
Suffolk University 1978 — 1980
MBA, Finance
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
Bentley College
Pension and Employee Benefits Certification
Paul Wigglesworth's Fidelity Investments Experience 1995 - 2001
Job Investment Advisor Compliance Consultant
Industry Investment Management
Experience
Manulife Asset Management US July 2009 - June 2015
Inferware Corp. July 2007 - January 2010
Bank of America March 2006 - May 2007
The Macgregor Group February 2003 - January 2006
Wellington Management 2001 - 2002
Fidelity Investments 1995 - 2001
Fleet Bank 1991 - 1994
Education
Bentley University 1976 — 1978
BS, Accounting
Manulife Asset Management US July 2009 - June 2015
Inferware Corp. July 2007 - January 2010
Bank of America March 2006 - May 2007
The Macgregor Group February 2003 - January 2006
Wellington Management 2001 - 2002
Fidelity Investments 1995 - 2001
Fleet Bank 1991 - 1994
Education
Bentley University 1976 — 1978
BS, Accounting
Tiffany Miller, PMP's Fidelity Investments Experience July 2013 - Present
Job Vice President, Project Management Professional
Industry Internet
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments July 2009 - July 2013
Fidelity Investments August 2005 - October 2009
Fidelity Investments October 2000 - August 2005
Exodus Communications 1999 - 2000
Skills
SDLC, Agile, Agile Project Management, Quality Assurance, Vendor Management, Program Management, Software Project..., Project Portfolio..., Mobile Applications, Organizational..., Process Improvement, Web Content Management, Agile Methodologies, Product Management
Education
Bentley University 1995 — 1999
Bachelor of Science, Computer Information Systems
Fidelity Investments July 2013 - Present
Fidelity Investments July 2009 - July 2013
Fidelity Investments August 2005 - October 2009
Fidelity Investments October 2000 - August 2005
Exodus Communications 1999 - 2000
Skills
SDLC, Agile, Agile Project Management, Quality Assurance, Vendor Management, Program Management, Software Project..., Project Portfolio..., Mobile Applications, Organizational..., Process Improvement, Web Content Management, Agile Methodologies, Product Management
Education
Bentley University 1995 — 1999
Bachelor of Science, Computer Information Systems
Andy Rigo's Fidelity Investments Experience March 1999 - March 2001
Job Contract Consultant at GE Capital
Industry Financial Services
Experience
GE Capital September 2009 - Present
OTOB May 2006 - Present
BancWare SunGard May 2003 - June 2006
SunGard 2001 - 2006
BancWare SunGard March 2001 - May 2003
Fidelity Investments March 1999 - March 2001
State Street Corp March 1998 - March 1999
State Street Corp March 1997 - March 1998
Skills
Banking, Analysis, Management, Portfolio Management, CRM, Risk Management, Business Intelligence, Sales, Financial Risk, ALM, Enterprise Risk..., Forecasting, Finance, Corporate Finance, Financial Services, Investments, Financial Modeling
Education
Bentley University 1993 — 1996
BS, Finance Cum Laude
University of Miami 1991 — 1993
BS, Business
Boston Latin School 1986 — 1991
Classical and Contemporary College Prep
GE Capital September 2009 - Present
OTOB May 2006 - Present
BancWare SunGard May 2003 - June 2006
SunGard 2001 - 2006
BancWare SunGard March 2001 - May 2003
Fidelity Investments March 1999 - March 2001
State Street Corp March 1998 - March 1999
State Street Corp March 1997 - March 1998
Skills
Banking, Analysis, Management, Portfolio Management, CRM, Risk Management, Business Intelligence, Sales, Financial Risk, ALM, Enterprise Risk..., Forecasting, Finance, Corporate Finance, Financial Services, Investments, Financial Modeling
Education
Bentley University 1993 — 1996
BS, Finance Cum Laude
University of Miami 1991 — 1993
BS, Business
Boston Latin School 1986 — 1991
Classical and Contemporary College Prep
Sean McEwan's Fidelity Investments Experience July 2015 - Present
Job Senior Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments December 2013 - June 2015
Fidelity Investments January 2013 - December 2013
Fidelity Investments May 2011 - January 2013
Fidelity Investments June 2009 - May 2011
Boston College September 2008 - May 2009
Fidelity Investments June 2008 - February 2009
BAE Systems 2005 - 2007
Skills
Strategic Planning, Financial Analysis, Project Management, Business Strategy, Corporate Finance, Financial Modeling, Competitive Analysis, Pricing, Forecasting, Scenario Planning, Contingency Planning, Executive Presentations, Valuation, Management Consulting, Budgets, Leadership, Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Corporate Finance
Bentley University 2001 — 2005
B.S., Economics-Finance
Lakeridge High School
Fidelity Investments July 2015 - Present
Fidelity Investments December 2013 - June 2015
Fidelity Investments January 2013 - December 2013
Fidelity Investments May 2011 - January 2013
Fidelity Investments June 2009 - May 2011
Boston College September 2008 - May 2009
Fidelity Investments June 2008 - February 2009
BAE Systems 2005 - 2007
Skills
Strategic Planning, Financial Analysis, Project Management, Business Strategy, Corporate Finance, Financial Modeling, Competitive Analysis, Pricing, Forecasting, Scenario Planning, Contingency Planning, Executive Presentations, Valuation, Management Consulting, Budgets, Leadership, Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Corporate Finance
Bentley University 2001 — 2005
B.S., Economics-Finance
Lakeridge High School
Amanda Lasher Ross's Fidelity Investments Experience September 2006 - August 2007
Job National Retirement Specialist Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch January 2013 - July 2013
Merrill Lynch January 2011 - January 2013
Merrill Lynch August 2007 - January 2011
Fidelity Investments September 2006 - August 2007
Skills
Series 7, Series 63, Series 65, Series 24, CRPC, CRPS, CFM, Insurance
Education
Center for Creative Leadership
Organizational Leadership
College for Financial Planning
Chartered Retirement Plan Specialist
College for Financial Planning
Chartered Retirement Planning Counselor
Bentley University 1997 — 2001
BS, Economics/Finance
Merrill Lynch July 2013 - Present
Merrill Lynch January 2013 - July 2013
Merrill Lynch January 2011 - January 2013
Merrill Lynch August 2007 - January 2011
Fidelity Investments September 2006 - August 2007
Skills
Series 7, Series 63, Series 65, Series 24, CRPC, CRPS, CFM, Insurance
Education
Center for Creative Leadership
Organizational Leadership
College for Financial Planning
Chartered Retirement Plan Specialist
College for Financial Planning
Chartered Retirement Planning Counselor
Bentley University 1997 — 2001
BS, Economics/Finance
Andrew Weisman's Fidelity Investments Experience January 1996 - December 1998
Job VP Capital Planning & Analysis at Houghton Mifflin Harcourt
Industry Management Consulting
Experience
Houghton Mifflin Harcourt February 2014 - Present
Houghton Mifflin Harcourt June 2008 - Present
BearingPoint October 2006 - June 2008
Deloitte Consulting October 2005 - October 2006
Boston Scientific November 2004 - October 2005
Accenture 1998 - 2004
Wang Global 1999 - 1999
Fidelity Investments January 1996 - December 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Accounting, US GAAP, Managerial Finance, Corporate Finance, Business Process..., Process Improvement
Education
Bentley University 2001 — 2006
MBA, Management
Isenberg School of Management, UMass Amherst 1991 — 1995
Business Admin, Finance
Houghton Mifflin Harcourt February 2014 - Present
Houghton Mifflin Harcourt June 2008 - Present
BearingPoint October 2006 - June 2008
Deloitte Consulting October 2005 - October 2006
Boston Scientific November 2004 - October 2005
Accenture 1998 - 2004
Wang Global 1999 - 1999
Fidelity Investments January 1996 - December 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Accounting, US GAAP, Managerial Finance, Corporate Finance, Business Process..., Process Improvement
Education
Bentley University 2001 — 2006
MBA, Management
Isenberg School of Management, UMass Amherst 1991 — 1995
Business Admin, Finance
Michael Feraco's Fidelity Investments Experience November 2011 - Present
Job Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments September 2006 - November 2011
Fidelity Investments May 2000 - September 2006
Fidelity Investments May 2000 - September 2006
Fidelity Investments July 1999 - May 2000
Fidelity Investments July 1999 - May 2000
Fidelity Investments September 1997 - June 1999
Fidelity Investments May 1997 - September 1997
Fidelity Investments April 1997 - May 1997
Fidelity Investments February 1996 - April 1997
Skills
PMP, Series 7, Series 63, Unix, Servers, Red Hat Linux, High Availability, AIX, Equities, Operating Systems, Project Management, Trading, Infrastructure, HP, Financial Services, Project Planning, Management, Vendor Management, Risk Management
Education
Clark University 1996 — 2003
MBA, Information Systems
Bentley University 1991 — 1995
Bachelor of Science, Computer Information Systems
Fidelity Investments November 2011 - Present
Fidelity Investments September 2006 - November 2011
Fidelity Investments May 2000 - September 2006
Fidelity Investments May 2000 - September 2006
Fidelity Investments July 1999 - May 2000
Fidelity Investments July 1999 - May 2000
Fidelity Investments September 1997 - June 1999
Fidelity Investments May 1997 - September 1997
Fidelity Investments April 1997 - May 1997
Fidelity Investments February 1996 - April 1997
Skills
PMP, Series 7, Series 63, Unix, Servers, Red Hat Linux, High Availability, AIX, Equities, Operating Systems, Project Management, Trading, Infrastructure, HP, Financial Services, Project Planning, Management, Vendor Management, Risk Management
Education
Clark University 1996 — 2003
MBA, Information Systems
Bentley University 1991 — 1995
Bachelor of Science, Computer Information Systems
Sharon Carbone, PMP, BB, CSM's Fidelity Investments Experience April 2008 - December 2008
Job Enterprise PMO Partner Program Management at The TJX Companies, Inc.
Industry Information Technology and Services
Experience
The TJX Companies, Inc. October 2014 - Present
Staples, Inc. November 2009 - October 2014
Network-Health February 2009 - October 2009
Fidelity Investments April 2008 - December 2008
Fidelity Investments February 2006 - March 2008
Fidelity Investments August 2005 - February 2006
Fidelity Investments February 2002 - July 2005
Fidelity Investments September 2001 - January 2002
Kronos April 2000 - September 2001
Deluxe September 1996 - April 2000
Skills
PMO Leadership, Program Management, Portfolio Management, SDLC, PMP, Vendor Management, Process Improvement, Project Portfolio..., Business Analysis, Business Process..., Software Project..., Cross-functional Team..., Resource Management, Project Management, Change Management, Management, Leadership, PMO, Strategy, Software Documentation, Project Planning, Visio, IT Management, Information Technology, MS Project, Six Sigma, CRM, Quality Assurance, Analysis, Business Process, Training, Testing, Integration, Strategic Planning, Product Management, Business Intelligence, IT Strategy, Requirements Analysis, Team Leadership, Requirements Gathering, ITIL, Outsourcing, SharePoint
Education
Breakthrough Management Group 2003 — 2003
Black Belt, Six Sigma
Boston University 1998 — 1999
Masters Certificate, Project Management
Boston University 1996 — 1998
Certificate, Project Management
Bentley University 1986 — 1989
B. S., Computer Information Systems
Bunker Hill Community College 1981 — 1984
AS, Management
The TJX Companies, Inc. October 2014 - Present
Staples, Inc. November 2009 - October 2014
Network-Health February 2009 - October 2009
Fidelity Investments April 2008 - December 2008
Fidelity Investments February 2006 - March 2008
Fidelity Investments August 2005 - February 2006
Fidelity Investments February 2002 - July 2005
Fidelity Investments September 2001 - January 2002
Kronos April 2000 - September 2001
Deluxe September 1996 - April 2000
Skills
PMO Leadership, Program Management, Portfolio Management, SDLC, PMP, Vendor Management, Process Improvement, Project Portfolio..., Business Analysis, Business Process..., Software Project..., Cross-functional Team..., Resource Management, Project Management, Change Management, Management, Leadership, PMO, Strategy, Software Documentation, Project Planning, Visio, IT Management, Information Technology, MS Project, Six Sigma, CRM, Quality Assurance, Analysis, Business Process, Training, Testing, Integration, Strategic Planning, Product Management, Business Intelligence, IT Strategy, Requirements Analysis, Team Leadership, Requirements Gathering, ITIL, Outsourcing, SharePoint
Education
Breakthrough Management Group 2003 — 2003
Black Belt, Six Sigma
Boston University 1998 — 1999
Masters Certificate, Project Management
Boston University 1996 — 1998
Certificate, Project Management
Bentley University 1986 — 1989
B. S., Computer Information Systems
Bunker Hill Community College 1981 — 1984
AS, Management
Andrew G. Mason's Fidelity Investments Experience January 1986 - July 2007
Job VP
Industry Financial Services
Experience
Financial Services Company July 2008 - Present
Fidelity Investments January 1986 - July 2007
Education
Bentley University 1980 — 1984
Management, Management
Financial Services Company July 2008 - Present
Fidelity Investments January 1986 - July 2007
Education
Bentley University 1980 — 1984
Management, Management
Sheila Wynne's Fidelity Investments Experience August 2012 - July 2013
Job Creative Director/Visual Designer
Industry Marketing and Advertising
Experience
Crackerjack Communications July 2013 - Present
DillPickle Design April 2012 - Present
Fidelity Investments August 2012 - July 2013
Aon Hewitt 2009 - April 2012
BlackSheep Marketing 2006 - 2009
Mercer Human Resource Consulting February 2005 - April 2006
Fidelity Investments May 1999 - February 2005
Ziff-Davis Publishing 1997 - 1997
Skills
Creative Direction, Creative Development, Branding & Identity, Advertising, Marketing Communications, Integrated Marketing, Graphic Design, Collateral, Adobe Creative Suite, Art Direction, Web Design, User Experience, Email Marketing, Direct Marketing, Online Marketing, Corporate Branding, Information Architecture, Creative Strategy, Online Advertising, Direct Mail, Marketing, Corporate Communications, CRM, Brand Development, Corporate Identity, Digital Strategy, Copywriting, Interactive Marketing
Education
Boston College 1990 — 1994
BS, English
Massachusetts College of Art 1995 — 1998
GDC, Graphic Design
Bentley University 2012 — 2012
Human Factors UX certificate, In progress
scituate high school 1986 — 1990
High School Diploma
Crackerjack Communications July 2013 - Present
DillPickle Design April 2012 - Present
Fidelity Investments August 2012 - July 2013
Aon Hewitt 2009 - April 2012
BlackSheep Marketing 2006 - 2009
Mercer Human Resource Consulting February 2005 - April 2006
Fidelity Investments May 1999 - February 2005
Ziff-Davis Publishing 1997 - 1997
Skills
Creative Direction, Creative Development, Branding & Identity, Advertising, Marketing Communications, Integrated Marketing, Graphic Design, Collateral, Adobe Creative Suite, Art Direction, Web Design, User Experience, Email Marketing, Direct Marketing, Online Marketing, Corporate Branding, Information Architecture, Creative Strategy, Online Advertising, Direct Mail, Marketing, Corporate Communications, CRM, Brand Development, Corporate Identity, Digital Strategy, Copywriting, Interactive Marketing
Education
Boston College 1990 — 1994
BS, English
Massachusetts College of Art 1995 — 1998
GDC, Graphic Design
Bentley University 2012 — 2012
Human Factors UX certificate, In progress
scituate high school 1986 — 1990
High School Diploma
Amy Crean's Fidelity Investments Experience May 2012 - Present
Job Director, Market Research at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
LexisNexis May 2009 - May 2012
Fidelity Investments October 2006 - December 2008
SunLife Financial October 2005 - October 2006
Bose Corporation May 2001 - October 2005
Digitas January 2000 - May 2001
Harvard Pilgrim Health Care January 1995 - December 1999
Skills
Market Research, Strategy, Analytics, Marketing Communications, Qualitative Research, Product Management, Direct Marketing, Analysis, Quantitative Research, Marketing, Focus Groups, Management, Product Development, Strategic Planning, Digital Brand..., Brand Image & Awareness, Customer Experience..., Website Usability, Marketing Research
Education
Bentley University 1997 — 2002
MBA, Marketing
Providence College 1990 — 1994
BS, Marketing
Fidelity Investments May 2012 - Present
LexisNexis May 2009 - May 2012
Fidelity Investments October 2006 - December 2008
SunLife Financial October 2005 - October 2006
Bose Corporation May 2001 - October 2005
Digitas January 2000 - May 2001
Harvard Pilgrim Health Care January 1995 - December 1999
Skills
Market Research, Strategy, Analytics, Marketing Communications, Qualitative Research, Product Management, Direct Marketing, Analysis, Quantitative Research, Marketing, Focus Groups, Management, Product Development, Strategic Planning, Digital Brand..., Brand Image & Awareness, Customer Experience..., Website Usability, Marketing Research
Education
Bentley University 1997 — 2002
MBA, Marketing
Providence College 1990 — 1994
BS, Marketing
Alisa McDonald's Fidelity Investments Experience 2003 - 2007
Job QA Engineer at Trident Systems
Industry Computer Software
Experience
Trident Systems November 2008 - Present
Fidelity Investments 2003 - 2007
Emplanet July 2002 - November 2002
CommercialWare, Inc March 2000 - July 2002
CommercialWare October 1996 - March 2000
John Hancock May 1996 - October 1996
Skills
Test Planning, Agile Methodologies, Software Quality..., Test Management, Test Cases, Requirements Analysis, Functional Analysis
Education
Bentley University 1992 — 1996
Trident Systems November 2008 - Present
Fidelity Investments 2003 - 2007
Emplanet July 2002 - November 2002
CommercialWare, Inc March 2000 - July 2002
CommercialWare October 1996 - March 2000
John Hancock May 1996 - October 1996
Skills
Test Planning, Agile Methodologies, Software Quality..., Test Management, Test Cases, Requirements Analysis, Functional Analysis
Education
Bentley University 1992 — 1996
Ben Nie's Fidelity Investments Experience 2000 - Present
Job DBA at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2000 - Present
State Street Corporation 1999 - 2000
Skills
Oracle, High Availability, PL/SQL, Shell Scripting, SQL, MySQL, Cloud Computing, Replication, Open Source, Capacity Planning, Database Admin, Data Warehousing, SDLC, ETL, Data Modeling, Unix, Disaster Recovery, Databases
Education
Bentley University 1997 — 1999
BS, Computer Information System
Bentley University
Bachelor of Science (BS), Information Technology
Fidelity Investments 2000 - Present
State Street Corporation 1999 - 2000
Skills
Oracle, High Availability, PL/SQL, Shell Scripting, SQL, MySQL, Cloud Computing, Replication, Open Source, Capacity Planning, Database Admin, Data Warehousing, SDLC, ETL, Data Modeling, Unix, Disaster Recovery, Databases
Education
Bentley University 1997 — 1999
BS, Computer Information System
Bentley University
Bachelor of Science (BS), Information Technology
Andrea DiCenso's Fidelity Investments Experience June 2003 - June 2006
Job VP, Portfolio Manager & Senior Absolute Strategies Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company May 2013 - Present
Loomis, Sayles & Company February 2012 - Present
Loomis, Sayles & Company June 2009 - May 2013
Loomis, Sayles & Company June 2006 - June 2009
Fidelity Investments June 2003 - June 2006
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Bentley University 1999 — 2003
B.S., Finance
Loomis, Sayles & Company May 2013 - Present
Loomis, Sayles & Company February 2012 - Present
Loomis, Sayles & Company June 2009 - May 2013
Loomis, Sayles & Company June 2006 - June 2009
Fidelity Investments June 2003 - June 2006
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Bentley University 1999 — 2003
B.S., Finance
Sujan Bajracharya's Fidelity Investments Experience May 2011 - Present
Job Data Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2011 - Present
Silverlink Communications April 2010 - December 2010
Beckman Coulter, Inc March 2009 - December 2009
Open Access Technology International, Inc September 2005 - December 2006
Skills
Oracle Discoverer 10g, MS SQL Server, Toad for Oracle 10, Toad for MS SQL Server 6, Informatica 9.1, Enterprise Document..., Visio, SQL, Requirements Gathering, Root Cause..., Process Modeling, Coverage (Traceability)..., Data Modeling (Entity..., Source to Target Data..., Use Case Diagram, Activity Diagram, Waterfall Software..., MS Project 2003, IBM Rational Team..., HP Service Manager, Extract Transform Load..., Data Warehouse, Online Transaction..., Presentation, Problem Solving, Operational Excellence, Visual Studio NET 2005, Crystal Reports, Oracle SQL Developer, Oracle SQL Developer..., MS Access, VB 6.0, Data Modeling (ERD), UML, Technical Design, Application Development, Application Testing, Corrective and..., web Plus, JavaScript, HTML, XML, CSS, Splunk, ITIL
Education
Bentley University 2009 — 2011
Master of Science (M.S.), Information Technology
St. Cloud State University 2007 — 2008
Master of Business Administration (MBA), MBA in Information Technology
Minnesota State University, Mankato 2001 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Saint Xavier Campus 1998 — 2000
Higher Education/Higher Education Administration
Adharsha Vidya Mandir 1988 — 1998
High School Degree, High School/Secondary Diplomas and Certificates
Fidelity Investments May 2011 - Present
Silverlink Communications April 2010 - December 2010
Beckman Coulter, Inc March 2009 - December 2009
Open Access Technology International, Inc September 2005 - December 2006
Skills
Oracle Discoverer 10g, MS SQL Server, Toad for Oracle 10, Toad for MS SQL Server 6, Informatica 9.1, Enterprise Document..., Visio, SQL, Requirements Gathering, Root Cause..., Process Modeling, Coverage (Traceability)..., Data Modeling (Entity..., Source to Target Data..., Use Case Diagram, Activity Diagram, Waterfall Software..., MS Project 2003, IBM Rational Team..., HP Service Manager, Extract Transform Load..., Data Warehouse, Online Transaction..., Presentation, Problem Solving, Operational Excellence, Visual Studio NET 2005, Crystal Reports, Oracle SQL Developer, Oracle SQL Developer..., MS Access, VB 6.0, Data Modeling (ERD), UML, Technical Design, Application Development, Application Testing, Corrective and..., web Plus, JavaScript, HTML, XML, CSS, Splunk, ITIL
Education
Bentley University 2009 — 2011
Master of Science (M.S.), Information Technology
St. Cloud State University 2007 — 2008
Master of Business Administration (MBA), MBA in Information Technology
Minnesota State University, Mankato 2001 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Saint Xavier Campus 1998 — 2000
Higher Education/Higher Education Administration
Adharsha Vidya Mandir 1988 — 1998
High School Degree, High School/Secondary Diplomas and Certificates
Pamela Penna's Fidelity Investments Experience September 2010 - Present
Job Senior Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Fidelity Family Office Services January 2005 - August 2009
Fidelity Investments February 2001 - January 2005
Fidelity Investments January 2000 - February 2001
Fidelity Investments May 1995 - January 2000
Putnam Investments October 1989 - May 1995
COMPUTER TASK GROUP, INC June 1987 - October 1989
Education
Bentley University
BS;AS, Computer Information Systems; Accountancy
Fidelity Investments September 2010 - Present
Fidelity Family Office Services January 2005 - August 2009
Fidelity Investments February 2001 - January 2005
Fidelity Investments January 2000 - February 2001
Fidelity Investments May 1995 - January 2000
Putnam Investments October 1989 - May 1995
COMPUTER TASK GROUP, INC June 1987 - October 1989
Education
Bentley University
BS;AS, Computer Information Systems; Accountancy
Yina Li's Fidelity Investments Experience June 2015 - Present
Job User Experience Researcher at Fidelity Investments
Industry Design
Experience
Fidelity Investments June 2015 - Present
TIAA-CREF August 2013 - May 2015
Bentley University January 2012 - May 2013
Launch Interactive, LLC January 2013 - March 2013
Horizon Software International, LLC. September 2011 - January 2012
Horizon Software International, LLC. October 2009 - September 2011
Whitney Interactive Design June 2010 - June 2010
Horizon Software International LLC. August 2008 - September 2009
Skills
Usability Testing, Heuristic Evaluation, Card Sorting, Interaction Design, Human-computer..., User Interface Design, Expert Review, Brainstorm Facilitation, Ethnography, Survey Design, In-depth Interview, Contextual Inquiry, Focus Groups, Collage, User Experience, Technical Writing, Human Computer..., User-centered Design, User Experience Design, Information Design, Wireframes, Usability, User Scenarios, User Interface, Content Strategy, Web Design, User Research, Human Factors, Persona, Task Analysis
Education
Bentley University 2012 — 2013
Master of Science (M.S.), Human Factors in Information Design
Southern Polytechnic State University 2006 — 2008
B.S., Professional and Technical Communication
Northeast Normal University 2004 — 2006
B.A., English
Fidelity Investments June 2015 - Present
TIAA-CREF August 2013 - May 2015
Bentley University January 2012 - May 2013
Launch Interactive, LLC January 2013 - March 2013
Horizon Software International, LLC. September 2011 - January 2012
Horizon Software International, LLC. October 2009 - September 2011
Whitney Interactive Design June 2010 - June 2010
Horizon Software International LLC. August 2008 - September 2009
Skills
Usability Testing, Heuristic Evaluation, Card Sorting, Interaction Design, Human-computer..., User Interface Design, Expert Review, Brainstorm Facilitation, Ethnography, Survey Design, In-depth Interview, Contextual Inquiry, Focus Groups, Collage, User Experience, Technical Writing, Human Computer..., User-centered Design, User Experience Design, Information Design, Wireframes, Usability, User Scenarios, User Interface, Content Strategy, Web Design, User Research, Human Factors, Persona, Task Analysis
Education
Bentley University 2012 — 2013
Master of Science (M.S.), Human Factors in Information Design
Southern Polytechnic State University 2006 — 2008
B.S., Professional and Technical Communication
Northeast Normal University 2004 — 2006
B.A., English
Aaron M. Newland, CFP's Fidelity Investments Experience June 1993 - April 2002
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust March 2014 - Present
Atlantic Trust Private Wealth Management 2010 - March 2014
First American Trust May 2005 - January 2010
Marina Advisor Group April 2002 - April 2005
Fidelity Investments June 1993 - April 2002
Education
Bentley University 1991 — 1993
BS, Finance
Atlantic Trust March 2014 - Present
Atlantic Trust Private Wealth Management 2010 - March 2014
First American Trust May 2005 - January 2010
Marina Advisor Group April 2002 - April 2005
Fidelity Investments June 1993 - April 2002
Education
Bentley University 1991 — 1993
BS, Finance
Suzanne Craig's Fidelity Investments Experience 2000 - 2006
Job Looking for new Business Analysis Consultant position
Industry Financial Services
Experience
State Street November 2014 - December 2014
Commonwealth Financial Network January 2012 - August 2013
Fidelity Investments 2000 - 2006
The Reference 1999 - 2000
State Street February 1999 - September 1999
T Rowe Price 1996 - 1999
The Boston Company/Mellon Corporation 1987 - 1996
Skills
Project Management, Team Leadership, Proxy, Corporate Actions, Financial Services, SWIFT payments, Testing, Management, Fund Accounting, Securities Lending, Business Analysis, Mutual Funds, Requirements Gathering, Business Requirements, Process Improvement, Vendor Management, SDLC, Leadership, Fixed Income, Risk Management, Portfolio Management, Equities, Asset Management, Program Management, Process Redesign
Education
PMP Project Management Certification 2015 — 2015
Currently in process of obtaining updated PMP Project Management Certification
Six Sigma Green Belt 2015 — 2015
Currently in Process of Obtaining Six Sigma Green Belt
Bentley University 1999 — 2000
Project Management, Project Management
Suffolk University - Sawyer Business School 1991 — 1995
MBA, International Finance
Suffolk University - Sawyer Business School 1991 — 1995
Master of Business Administration (M.B.A.), International Finance
Bentley University 1983 — 1987
B.S., Economics & Finance
Canton High School
State Street November 2014 - December 2014
Commonwealth Financial Network January 2012 - August 2013
Fidelity Investments 2000 - 2006
The Reference 1999 - 2000
State Street February 1999 - September 1999
T Rowe Price 1996 - 1999
The Boston Company/Mellon Corporation 1987 - 1996
Skills
Project Management, Team Leadership, Proxy, Corporate Actions, Financial Services, SWIFT payments, Testing, Management, Fund Accounting, Securities Lending, Business Analysis, Mutual Funds, Requirements Gathering, Business Requirements, Process Improvement, Vendor Management, SDLC, Leadership, Fixed Income, Risk Management, Portfolio Management, Equities, Asset Management, Program Management, Process Redesign
Education
PMP Project Management Certification 2015 — 2015
Currently in process of obtaining updated PMP Project Management Certification
Six Sigma Green Belt 2015 — 2015
Currently in Process of Obtaining Six Sigma Green Belt
Bentley University 1999 — 2000
Project Management, Project Management
Suffolk University - Sawyer Business School 1991 — 1995
MBA, International Finance
Suffolk University - Sawyer Business School 1991 — 1995
Master of Business Administration (M.B.A.), International Finance
Bentley University 1983 — 1987
B.S., Economics & Finance
Canton High School
Tom Summers's Fidelity Investments Experience January 2002 - September 2013
Job Director, Business Analysis and Project Reporting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2002 - September 2013
Fidelity Investments December 1996 - January 2002
Fidelity Investments October 1993 - December 1996
Fidelity Investments June 1987 - October 1993
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Business Requirements, MS Project, Project Management, Mutual Funds, Visio, Software Project..., PMO, Systems Analysis, Leadership, Product Management, Project Portfolio..., Program Management, User Acceptance Testing, Transition Planning, Project Estimation, Project Delivery, IT Project Leadership, Microsoft Project
Education
Bentley University
Bachelor of Science (BS), Accounting
Fidelity Investments January 2002 - September 2013
Fidelity Investments December 1996 - January 2002
Fidelity Investments October 1993 - December 1996
Fidelity Investments June 1987 - October 1993
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Business Requirements, MS Project, Project Management, Mutual Funds, Visio, Software Project..., PMO, Systems Analysis, Leadership, Product Management, Project Portfolio..., Program Management, User Acceptance Testing, Transition Planning, Project Estimation, Project Delivery, IT Project Leadership, Microsoft Project
Education
Bentley University
Bachelor of Science (BS), Accounting
Yovanna Fernandez's Fidelity Investments Experience August 2010 - March 2013
Job Business System Analyst at Foundation Medicine
Industry Financial Services
Experience
Foundation Medicine September 2014 - Present
Diaper Cake Ladies June 2008 - Present
State Street March 2014 - September 2014
Fidelity Investments August 2010 - March 2013
Fidelity Investments October 2006 - July 2010
Bayrock Realty Group LLC March 2004 - December 2008
Fidelity Investments July 2000 - September 2006
Fidelity Investments May 1998 - June 2000
Skills
Organized Multi-tasker, Data Analysis, Requirements Analysis, Requirements Gathering, Project Management, Project Coordination, fluent in Spanish, Microsoft Office, Office Administration, Bloomberg, Asset Control, Financial Services, Event Planning, Asset Management, Securities, Business Analysis, Investments, Mutual Funds, Fixed Income, Process Improvement, Lean Tools, Lean Operations, Six Sigma, Kaizen, Portfolio Management, Management, Analysis, Accounting, Business Process
Education
William George Associates Ltd 2013 — 2013
Project Management and Lean Six Sigma
Bentley University 1995 — 1998
Bachelor of Science, Accounting
Brandeis University 1993 — 1995
Boston Center for Adult Education
Boston Center for Adult Education
Boston Center for Adult Education
Boston Center for Adult Education
Foundation Medicine September 2014 - Present
Diaper Cake Ladies June 2008 - Present
State Street March 2014 - September 2014
Fidelity Investments August 2010 - March 2013
Fidelity Investments October 2006 - July 2010
Bayrock Realty Group LLC March 2004 - December 2008
Fidelity Investments July 2000 - September 2006
Fidelity Investments May 1998 - June 2000
Skills
Organized Multi-tasker, Data Analysis, Requirements Analysis, Requirements Gathering, Project Management, Project Coordination, fluent in Spanish, Microsoft Office, Office Administration, Bloomberg, Asset Control, Financial Services, Event Planning, Asset Management, Securities, Business Analysis, Investments, Mutual Funds, Fixed Income, Process Improvement, Lean Tools, Lean Operations, Six Sigma, Kaizen, Portfolio Management, Management, Analysis, Accounting, Business Process
Education
William George Associates Ltd 2013 — 2013
Project Management and Lean Six Sigma
Bentley University 1995 — 1998
Bachelor of Science, Accounting
Brandeis University 1993 — 1995
Boston Center for Adult Education
Boston Center for Adult Education
Boston Center for Adult Education
Boston Center for Adult Education
Tim Fahey's Fidelity Investments Experience 2000 - 2011
Job
Industry Financial Services
Experience
Clark Consulting July 2009 - February 2011
Fidelity Investments 2000 - 2011
Fidelity Investments September 2006 - December 2008
Fidelity Investments 1999 - 2008
Fidelity Registered Investment Advisor Group May 2005 - September 2006
Fidelity Investments February 2001 - May 2005
Fidelity Investments April 2000 - February 2001
Skills
Series 63, Product Marketing, Series 7, Strategy
Education
University of Massachusetts Boston 1998 — 2002
MBA
Bentley University 1987 — 1990
BS
St. Bernards 1983 — 1986
High School
Clark Consulting July 2009 - February 2011
Fidelity Investments 2000 - 2011
Fidelity Investments September 2006 - December 2008
Fidelity Investments 1999 - 2008
Fidelity Registered Investment Advisor Group May 2005 - September 2006
Fidelity Investments February 2001 - May 2005
Fidelity Investments April 2000 - February 2001
Skills
Series 63, Product Marketing, Series 7, Strategy
Education
University of Massachusetts Boston 1998 — 2002
MBA
Bentley University 1987 — 1990
BS
St. Bernards 1983 — 1986
High School
Stephen Signorello's Fidelity Investments Experience August 2006 - July 2008
Job Retirement Associate at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement April 2015 - Present
Great-West Financial September 2012 - March 2015
Putnam Investments July 2008 - January 2012
Fidelity Investments August 2006 - July 2008
Putnam Investments/Mercer September 2002 - August 2006
Putnam Investments December 1996 - September 2002
Mellon Bank June 1993 - December 1996
Skills
FINRA Series 7 & 63, 401(k) Plan Design, 401(k)Communication..., Staffing, Mentoring, Project Management, 401k, FINRA, Mutual Funds, Producer Licensing, Retirement, Finance, Pensions, Defined Benefit, Investments, Retirement Planning, Financial Services, ERISA, Series 63, Temporary Placement, Leadership, Series 7, Defined Contribution, Investment Management, Portfolio Management
Education
Bentley University 1989 — 1993
BS, Finance
EMPOWER Retirement April 2015 - Present
Great-West Financial September 2012 - March 2015
Putnam Investments July 2008 - January 2012
Fidelity Investments August 2006 - July 2008
Putnam Investments/Mercer September 2002 - August 2006
Putnam Investments December 1996 - September 2002
Mellon Bank June 1993 - December 1996
Skills
FINRA Series 7 & 63, 401(k) Plan Design, 401(k)Communication..., Staffing, Mentoring, Project Management, 401k, FINRA, Mutual Funds, Producer Licensing, Retirement, Finance, Pensions, Defined Benefit, Investments, Retirement Planning, Financial Services, ERISA, Series 63, Temporary Placement, Leadership, Series 7, Defined Contribution, Investment Management, Portfolio Management
Education
Bentley University 1989 — 1993
BS, Finance
Wilston Johnston's Fidelity Investments Experience 2001 - 2013
Job Project Manager at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network February 2014 - Present
UMass Medical School September 2013 - February 2014
Fidelity Investments 2001 - 2013
John Hancock Financial Services 1998 - 2001
Electric Insurance Company 1995 - 1998
Skills
Project Management, Program Management, Technical Leadership, Software Engineering, Change Management, Release Management, Business Process..., Resource Management, Cross-functional Team..., Customer Service, Financial Services, SDLC, Requirements Gathering, Business Analysis, Vendor Management, Risk Management, Fixed Income, Mutual Funds, Financial Analysis, Process Improvement, Agile Methodologies
Education
Rensselaer Polytechnic Institute
Computer and Information Sciences and Support Services
Bentley University
Master of Business Administration (MBA), Management Information Systems, General
Commonwealth Financial Network February 2014 - Present
UMass Medical School September 2013 - February 2014
Fidelity Investments 2001 - 2013
John Hancock Financial Services 1998 - 2001
Electric Insurance Company 1995 - 1998
Skills
Project Management, Program Management, Technical Leadership, Software Engineering, Change Management, Release Management, Business Process..., Resource Management, Cross-functional Team..., Customer Service, Financial Services, SDLC, Requirements Gathering, Business Analysis, Vendor Management, Risk Management, Fixed Income, Mutual Funds, Financial Analysis, Process Improvement, Agile Methodologies
Education
Rensselaer Polytechnic Institute
Computer and Information Sciences and Support Services
Bentley University
Master of Business Administration (MBA), Management Information Systems, General
Michele Boti's Fidelity Investments Experience June 1994 - February 2009
Job Manager I, IS at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific January 2013 - Present
Boston Scientific March 2011 - December 2012
Boston Scientific September 2009 - February 2011
Fidelity Investments June 1994 - February 2009
Fidelity Investments June 1994 - February 2009
Fidelity Investments June 1994 - February 2009
Fidelity Investments 1994 - 2009
Fidelity Investments 1994 - 2009
Fidelity Investments 1994 - 2009
Education
Bentley University 1992 — 1994
Bachelor of Science, Finance
Massachusetts Bay Community College 1989 — 1992
Associates of Science, Business Administration
Boston Scientific January 2013 - Present
Boston Scientific March 2011 - December 2012
Boston Scientific September 2009 - February 2011
Fidelity Investments June 1994 - February 2009
Fidelity Investments June 1994 - February 2009
Fidelity Investments June 1994 - February 2009
Fidelity Investments 1994 - 2009
Fidelity Investments 1994 - 2009
Fidelity Investments 1994 - 2009
Education
Bentley University 1992 — 1994
Bachelor of Science, Finance
Massachusetts Bay Community College 1989 — 1992
Associates of Science, Business Administration
Rohith Lokareddy's Fidelity Investments Experience June 2009 - August 2009
Job Research Analyst at Northeast Broking services
Industry Capital Markets
Experience
Northeast Broking services July 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) January 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) July 2010 - December 2010
Hughey Center for Financial Services September 2009 - May 2010
Fidelity Investments June 2009 - August 2009
Skills
Bloomberg, Capital IQ, Economics, Investments, Portfolio Management, Macroeconomics, Microsoft Office, Financial Risk..., Fixed Income Analysis, Trading
Education
The Indian School of Business 2013 — 2014
Post graduate programme in management, MBA
Bentley University 2006 — 2010
BSc, Economics-Finance
The International School of Bangalore 2004 — 2006
Gitanjali
Northeast Broking services July 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) January 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) July 2010 - December 2010
Hughey Center for Financial Services September 2009 - May 2010
Fidelity Investments June 2009 - August 2009
Skills
Bloomberg, Capital IQ, Economics, Investments, Portfolio Management, Macroeconomics, Microsoft Office, Financial Risk..., Fixed Income Analysis, Trading
Education
The Indian School of Business 2013 — 2014
Post graduate programme in management, MBA
Bentley University 2006 — 2010
BSc, Economics-Finance
The International School of Bangalore 2004 — 2006
Gitanjali
Nicole DeVasto's Fidelity Investments Experience 2000 - 2012
Job Information Security Officer/IT Risk Manager
Industry Financial Services
Experience
Fidelity Investments 2000 - 2012
Fidelity Investments 1997 - 2000
Fidelity Investments 1993 - 1997
State Street 1993 - 1993
Education
Bentley College
Computer Science
Fidelity Investments 2000 - 2012
Fidelity Investments 1997 - 2000
Fidelity Investments 1993 - 1997
State Street 1993 - 1993
Education
Bentley College
Computer Science
Adam Gabryjelski's Fidelity Investments Experience February 2004 - March 2010
Job Experienced Retirement Investment Manager
Industry Financial Services
Experience
Oxford International August 2010 - December 2010
Crepeau Property Maintenance March 2010 - August 2010
Fidelity Investments February 2004 - March 2010
Education
Bentley University 1997 — 2001
BS, Management
Oxford International August 2010 - December 2010
Crepeau Property Maintenance March 2010 - August 2010
Fidelity Investments February 2004 - March 2010
Education
Bentley University 1997 — 2001
BS, Management
Adalynn Geer's Fidelity Investments Experience July 2014 - Present
Job Associate Software Engineer Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - Present
Elizabeth Arden June 2012 - January 2013
McCallum Graduate School of Business-Bentley University September 2011 - May 2012
Milford Recreation Department Summer Camp June 2011 - August 2011
Savin Rock Roasting Company June 2009 - August 2011
Seaboard Metal Finishing Co. May 2008 - January 2010
Skills
Oracle PL/SQL..., SQL, Java, Access, Microsoft Word, Microsoft Excel, PowerPoint, HTML, Outlook, Peachtree, Crystal Ball, Positive Energy, Great communications..., Flexible Scheduling, Highly personable, Organized Multi-tasker, Works Well in Groups, Works well individually, Highly self-motivated, Ethical Decision Making, Learning Quickly, Adaptive Learning, Passion for Quality
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.) and Liberal Studies, Computer and Information Systems; Global Perspectives
Universitat Autònoma de Barcelona 2012 — 2012
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - Present
Elizabeth Arden June 2012 - January 2013
McCallum Graduate School of Business-Bentley University September 2011 - May 2012
Milford Recreation Department Summer Camp June 2011 - August 2011
Savin Rock Roasting Company June 2009 - August 2011
Seaboard Metal Finishing Co. May 2008 - January 2010
Skills
Oracle PL/SQL..., SQL, Java, Access, Microsoft Word, Microsoft Excel, PowerPoint, HTML, Outlook, Peachtree, Crystal Ball, Positive Energy, Great communications..., Flexible Scheduling, Highly personable, Organized Multi-tasker, Works Well in Groups, Works well individually, Highly self-motivated, Ethical Decision Making, Learning Quickly, Adaptive Learning, Passion for Quality
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.) and Liberal Studies, Computer and Information Systems; Global Perspectives
Universitat Autònoma de Barcelona 2012 — 2012
Patrick Abate's Fidelity Investments Experience May 2013 - September 2013
Job Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture August 2015 - Present
Cigna June 2014 - September 2014
Fidelity Investments May 2013 - September 2013
Fidelity Investments December 2012 - January 2013
Fidelity Investments May 2012 - August 2012
Community Health Network of Connecticut May 2011 - January 2012
Community Health Network of Connecticut May 2010 - January 2011
Community Health Network of Connecticut June 2008 - September 2009
Skills
Microsoft Excel, Microsoft Word, Management, PowerPoint, Outlook, Microsoft Office, Financial Analysis, Finance, Insurance, Process Improvement, Training, International Relations, Customer Service, Auditing, Communication, Conflict Resolution, Crystal Ball, European Studies, European Union, Globalization, International Business..., Medical Terminology, Negotiation, Operations Management, Organizational Behavior, Peachtree, Phone Etiquette, Process Modeling, Procurement, Supply Chain Management, Telephone Skills, Analysis, Data Analysis, Leadership, Industrial..., Phone Skills, Teaching, Strategy
Education
Copenhagen Business School 2013 — 2015
Master’s Degree, Economics and Business Administration (EBA)
Bentley University 2009 — 2013
Bachelor’s Degree, Management, 3.50 GPA Cum Laude
Royal Holloway, University of London 2011 — 2011
Study Abroad Exchange, Management
Copenhagen Business School 2011 — 2011
Study Abroad Exchange, International Business
Accenture August 2015 - Present
Cigna June 2014 - September 2014
Fidelity Investments May 2013 - September 2013
Fidelity Investments December 2012 - January 2013
Fidelity Investments May 2012 - August 2012
Community Health Network of Connecticut May 2011 - January 2012
Community Health Network of Connecticut May 2010 - January 2011
Community Health Network of Connecticut June 2008 - September 2009
Skills
Microsoft Excel, Microsoft Word, Management, PowerPoint, Outlook, Microsoft Office, Financial Analysis, Finance, Insurance, Process Improvement, Training, International Relations, Customer Service, Auditing, Communication, Conflict Resolution, Crystal Ball, European Studies, European Union, Globalization, International Business..., Medical Terminology, Negotiation, Operations Management, Organizational Behavior, Peachtree, Phone Etiquette, Process Modeling, Procurement, Supply Chain Management, Telephone Skills, Analysis, Data Analysis, Leadership, Industrial..., Phone Skills, Teaching, Strategy
Education
Copenhagen Business School 2013 — 2015
Master’s Degree, Economics and Business Administration (EBA)
Bentley University 2009 — 2013
Bachelor’s Degree, Management, 3.50 GPA Cum Laude
Royal Holloway, University of London 2011 — 2011
Study Abroad Exchange, Management
Copenhagen Business School 2011 — 2011
Study Abroad Exchange, International Business
Aimee Chrenc's Fidelity Investments Experience
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Equities, Investments, Fixed Income, Mutual Funds, Business Analysis, Securities, Series 63
Education
Bentley University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General
Fidelity Investments
Skills
Equities, Investments, Fixed Income, Mutual Funds, Business Analysis, Securities, Series 63
Education
Bentley University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank