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
Faye Mason, MA, PHR Faye Mason, MA, PHR's Fidelity Investments Experience July 2010 - June 2013
Job Human Resources Business Partner at AIG Seeking new opportunity
Industry Human Resources
Experience
AIG April 2014 - Present
BP June 2013 - April 2014
Fidelity Investments July 2010 - June 2013
Fidelity Investments August 2006 - July 2010
Accenture HR Services September 2004 - March 2005
Georgetown University Hospital June 2002 - September 2004
BearingPoint February 1999 - June 2002
Skills
Microsoft Office, OLR, Taleo, Kenexa, Perception, SharePoint, SumTotal, CCW, Recruitmax, Siebel, Totalview, Project Management, Leadership Development, Leadership, Talent Acquisition, Performance Management, Employee Relations, Employee Benefits, Training, Human Resources, Benefits Administration, Notary Public, Payroll, PeopleSoft, Applicant Tracking..., Access, Personnel Management, New Hire Orientations, Interviews, Program Management
Education
Webster University 2005 — 2006
Masters, Human Resources
University of Maryland University College 1999 — 2003
Bachelors, Criminal Justice
Washington and Lee High School 1986 — 1989
High School Diploma, Business/Commerce, General
AIG April 2014 - Present
BP June 2013 - April 2014
Fidelity Investments July 2010 - June 2013
Fidelity Investments August 2006 - July 2010
Accenture HR Services September 2004 - March 2005
Georgetown University Hospital June 2002 - September 2004
BearingPoint February 1999 - June 2002
Skills
Microsoft Office, OLR, Taleo, Kenexa, Perception, SharePoint, SumTotal, CCW, Recruitmax, Siebel, Totalview, Project Management, Leadership Development, Leadership, Talent Acquisition, Performance Management, Employee Relations, Employee Benefits, Training, Human Resources, Benefits Administration, Notary Public, Payroll, PeopleSoft, Applicant Tracking..., Access, Personnel Management, New Hire Orientations, Interviews, Program Management
Education
Webster University 2005 — 2006
Masters, Human Resources
University of Maryland University College 1999 — 2003
Bachelors, Criminal Justice
Washington and Lee High School 1986 — 1989
High School Diploma, Business/Commerce, General
Spencer Daw Spencer Daw's Fidelity Investments Experience March 2011 - January 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
Fidelity Investments March 2011 - January 2013
Wells Fargo April 2006 - August 2009
Skills
Spanish-speaking, Persian, Farsi, Series 7, Series 63, Series 66, Securities, Investments, Financial Services, Retirement Planning, Mutual Funds, Finance, Relationship Management, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, FINRA, Series 65
Education
University of Maryland College Park 2009 — 2010
Master's degree, Persian Language
University of Utah 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government
TD Ameritrade January 2013 - Present
Fidelity Investments March 2011 - January 2013
Wells Fargo April 2006 - August 2009
Skills
Spanish-speaking, Persian, Farsi, Series 7, Series 63, Series 66, Securities, Investments, Financial Services, Retirement Planning, Mutual Funds, Finance, Relationship Management, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, FINRA, Series 65
Education
University of Maryland College Park 2009 — 2010
Master's degree, Persian Language
University of Utah 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Christian Zonts Christian Zonts's Fidelity Investments Experience December 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Prudential Financial October 2012 - December 2014
Santa Barbara Designs February 2012 - September 2012
English Village July 2007 - December 2010
AeroVironment June 2005 - June 2007
Education
UCLA Extension 2012 — 2013
Certificate, Personal Financial Planning
University of Maryland College Park 1995 — 1999
Bachelor of Arts, Acting
Fidelity Investments December 2014 - Present
Prudential Financial October 2012 - December 2014
Santa Barbara Designs February 2012 - September 2012
English Village July 2007 - December 2010
AeroVironment June 2005 - June 2007
Education
UCLA Extension 2012 — 2013
Certificate, Personal Financial Planning
University of Maryland College Park 1995 — 1999
Bachelor of Arts, Acting
Andrew Schonfeld Andrew Schonfeld's Fidelity Investments Experience March 2012 - December 2013
Job Numeric Investors LLC
Industry Financial Services
Experience
Numeric Investors LLC December 2013 - Present
Fidelity Investments March 2012 - December 2013
Brown Brothers Harriman March 2006 - March 2012
Skills
Java, Python, Spring, SQL, JavaScript, Ext JS, Agile Methodologies, Scala, HTML, C++, Hibernate, MyBatis, Test Driven Development, Object Oriented Design, Jenkins, Rally, Maven, Fisheye, Ant, Eclipse, JPA, JIRA, Tortoise SVN, Sonar, Liquibase, Kintana, Tiles, XPath, XSLT, JSF, RichFaces, Primefaces, Perl, JAXB, JBoss Seam, JBPM, Struts, PVCS, Celery, MongoDB, NumPy
Education
University of Massachusetts Boston 2007 — 2010
Master of Science (MS), Computer Science, 3.95
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Mathematics and Computer Science, 3.15
Numeric Investors LLC December 2013 - Present
Fidelity Investments March 2012 - December 2013
Brown Brothers Harriman March 2006 - March 2012
Skills
Java, Python, Spring, SQL, JavaScript, Ext JS, Agile Methodologies, Scala, HTML, C++, Hibernate, MyBatis, Test Driven Development, Object Oriented Design, Jenkins, Rally, Maven, Fisheye, Ant, Eclipse, JPA, JIRA, Tortoise SVN, Sonar, Liquibase, Kintana, Tiles, XPath, XSLT, JSF, RichFaces, Primefaces, Perl, JAXB, JBoss Seam, JBPM, Struts, PVCS, Celery, MongoDB, NumPy
Education
University of Massachusetts Boston 2007 — 2010
Master of Science (MS), Computer Science, 3.95
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Mathematics and Computer Science, 3.15
Brigette Doyle Brigette Doyle's Fidelity Investments Experience June 2002 - January 2010
Job Financial Services Professional
Industry Financial Services
Experience
MFS Investment Management 2013 - 2014
Fidelity Investments June 2002 - January 2010
Fidelity Investments 2000 - 2010
Education
University of Massachusetts Boston 2010 — 2013
Bachelor of Arts (BA), English Language and Literature/Letters
MFS Investment Management 2013 - 2014
Fidelity Investments June 2002 - January 2010
Fidelity Investments 2000 - 2010
Education
University of Massachusetts Boston 2010 — 2013
Bachelor of Arts (BA), English Language and Literature/Letters
Jamal Hayden Jamal Hayden's Fidelity Investments Experience January 2010 - February 2011
Job Empowering Modern HR in the Cloud Oracle HCM
Industry Computer Software
Experience
Oracle February 2015 - Present
National Financial Partners December 2012 - January 2015
Ceridian April 2011 - December 2012
Fidelity Investments January 2010 - February 2011
ADP January 2004 - August 2007
Ceridian 2001 - 2003
Skills
SaaS, Salesforce.com, Sales Process, Solution Selling, Cold Calling, B2B, Enterprise Software, Sales Operations, CRM, Health Insurance, Leadership, Customer Retention, Business Development, Team Building, HRIS, Lead Generation, Management, Strategic Partnerships, Employee Benefits, Selling, Outsourcing, Entrepreneurship, Strategy, Budgets, Recruiting, Sales, Sales Presentations, Direct Sales, Account Management, Sales Management, Vendor Management, Marketing, Risk Management, Training, Professional Services
Education
University of Maryland College Park 1987 — 1992
BA, English
Poly prep
Oracle February 2015 - Present
National Financial Partners December 2012 - January 2015
Ceridian April 2011 - December 2012
Fidelity Investments January 2010 - February 2011
ADP January 2004 - August 2007
Ceridian 2001 - 2003
Skills
SaaS, Salesforce.com, Sales Process, Solution Selling, Cold Calling, B2B, Enterprise Software, Sales Operations, CRM, Health Insurance, Leadership, Customer Retention, Business Development, Team Building, HRIS, Lead Generation, Management, Strategic Partnerships, Employee Benefits, Selling, Outsourcing, Entrepreneurship, Strategy, Budgets, Recruiting, Sales, Sales Presentations, Direct Sales, Account Management, Sales Management, Vendor Management, Marketing, Risk Management, Training, Professional Services
Education
University of Maryland College Park 1987 — 1992
BA, English
Poly prep
Sonia Ng's Fidelity Investments Experience September 2000 - December 2000
Job
Industry Computer Software
Experience
Oracle June 2013 - Present
Century 21 Professionals November 2004 - Present
Oracle June 2011 - June 2013
Oracle July 2010 - June 2011
Oracle America Inc November 2006 - July 2010
Oracle April 2003 - November 2006
Department of Homeland Security February 2002 - April 2003
Fidelity Investments September 2000 - December 2000
Skills
Negotiation, Government Contract..., Strategy, Training, Contract Management, Management, Acquisition Integration, Cross-functional Team..., Mergers & Acquisitions, Government, Strategic Planning, Contract Negotiation, Sales, Finance, Process Improvement, Analysis
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Science, Finance
Oracle June 2013 - Present
Century 21 Professionals November 2004 - Present
Oracle June 2011 - June 2013
Oracle July 2010 - June 2011
Oracle America Inc November 2006 - July 2010
Oracle April 2003 - November 2006
Department of Homeland Security February 2002 - April 2003
Fidelity Investments September 2000 - December 2000
Skills
Negotiation, Government Contract..., Strategy, Training, Contract Management, Management, Acquisition Integration, Cross-functional Team..., Mergers & Acquisitions, Government, Strategic Planning, Contract Negotiation, Sales, Finance, Process Improvement, Analysis
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Science, Finance
Farshid Varasteh Farshid Varasteh's Fidelity Investments Experience May 2005 - September 2013
Job Server Infrastructure and Operations
Industry Financial Services
Experience
Bain Capital October 2013 - Present
Fidelity Investments May 2005 - September 2013
JPMorgan Chase 2004 - 2005
Agency.com 1998 - 2004
Skills
VMware, IIS, SharePoint, IT Management, Windows, Vendor Management, Windows Server, System Administration, Windows Server 2003, VMware ESX, Change Management, Windows Server 2008, Production Support, IT Service Management, vSphere, ITIL, Disaster Recovery, High Availability, Citrix, Microsoft Exchange, Project Management, Requirements Analysis, Software Documentation, Virtualization, System Deployment, Business Analysis, IT Operations, Visio, Servers, Active Directory, IT Strategy, Data Center, Incident Management, Infrastructure, Integration, DNS
Education
University of Massachusetts Boston
Bachelor of Science (BS)
Bain Capital October 2013 - Present
Fidelity Investments May 2005 - September 2013
JPMorgan Chase 2004 - 2005
Agency.com 1998 - 2004
Skills
VMware, IIS, SharePoint, IT Management, Windows, Vendor Management, Windows Server, System Administration, Windows Server 2003, VMware ESX, Change Management, Windows Server 2008, Production Support, IT Service Management, vSphere, ITIL, Disaster Recovery, High Availability, Citrix, Microsoft Exchange, Project Management, Requirements Analysis, Software Documentation, Virtualization, System Deployment, Business Analysis, IT Operations, Visio, Servers, Active Directory, IT Strategy, Data Center, Incident Management, Infrastructure, Integration, DNS
Education
University of Massachusetts Boston
Bachelor of Science (BS)
Dahir Ali Dahir Ali's Fidelity Investments Experience November 2005 - November 2006
Job Consumer Services Professional
Industry Consumer Services
Experience
Intercity Limo Service September 2011 - Present
Central Parking System February 2002 - March 2012
Fidelity Investments November 2005 - November 2006
Skills
Customer Service, Customer Satisfaction, Team Building, Operations Management, Budgets, P&L, Inventory Management, Sales, Management, Microsoft Office, Strategic Planning, Microsoft Excel, Process Scheduler, Process Improvement, Sales Management
Education
University of Massachusetts Boston 2009 — 2011
Associate's degree, Accounting and Business/Management
Intercity Limo Service September 2011 - Present
Central Parking System February 2002 - March 2012
Fidelity Investments November 2005 - November 2006
Skills
Customer Service, Customer Satisfaction, Team Building, Operations Management, Budgets, P&L, Inventory Management, Sales, Management, Microsoft Office, Strategic Planning, Microsoft Excel, Process Scheduler, Process Improvement, Sales Management
Education
University of Massachusetts Boston 2009 — 2011
Associate's degree, Accounting and Business/Management
Christy Zuzelo Christy Zuzelo's Fidelity Investments Experience February 2013 - Present
Job Sr. Product Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2013 - Present
UMass Medical School September 2009 - February 2013
REZ-1 September 2007 - August 2009
REZ-1 June 2003 - September 2007
REZ-1 December 2000 - June 2003
Skills
Scrum, HL7, Public Health, Business Analysis, Agile, Business Requirements, Data Analysis, Visio, Business Intelligence
Education
Oberlin College
B.A., Gender & Women's Studies
University of Massachusetts Boston 2004 — 2007
MBA
Fidelity Investments February 2013 - Present
UMass Medical School September 2009 - February 2013
REZ-1 September 2007 - August 2009
REZ-1 June 2003 - September 2007
REZ-1 December 2000 - June 2003
Skills
Scrum, HL7, Public Health, Business Analysis, Agile, Business Requirements, Data Analysis, Visio, Business Intelligence
Education
Oberlin College
B.A., Gender & Women's Studies
University of Massachusetts Boston 2004 — 2007
MBA
Christi Stringer Christi Stringer's Fidelity Investments Experience September 2003 - February 2008
Job Officer at State Street
Industry Market Research
Experience
State Street April 2008 - Present
Fidelity Investments September 2003 - February 2008
Fidelity Investments August 1999 - September 2003
Fidelity Investments December 1997 - August 1999
Skills
Vendor Management, Management, Analysis, Finance, Market Data, Microsoft Excel, Budgets, Customer Service, Account Reconciliation, Auditing, PowerPoint, Invoicing
Education
University of Maryland University College 1988 — 1992
BS, Management Information Systems
northview high school 1982 — 1986
State Street April 2008 - Present
Fidelity Investments September 2003 - February 2008
Fidelity Investments August 1999 - September 2003
Fidelity Investments December 1997 - August 1999
Skills
Vendor Management, Management, Analysis, Finance, Market Data, Microsoft Excel, Budgets, Customer Service, Account Reconciliation, Auditing, PowerPoint, Invoicing
Education
University of Maryland University College 1988 — 1992
BS, Management Information Systems
northview high school 1982 — 1986
Daniel Cronin Daniel Cronin's Fidelity Investments Experience April 2008 - July 2008
Job Senior Vice President at iCapital Network, Inc.
Industry Financial Services
Experience
iCapital Network, Inc. February 2014 - Present
BNY Mellon Asset Mangement I Dreyfus June 2012 - February 2014
RBC Advisor Services July 2008 - May 2012
Fidelity Investments April 2008 - July 2008
Fidelity Investments Institutional Wealth Services June 2006 - March 2008
Fidelity Investments Registered Investment Advisor Group October 1998 - June 2006
Fidelity Investments Institutional Service Co. January 1996 - October 1998
Schwab Institutional October 1994 - January 1996
Skills
Asset Management, Trading, Brokerage, Practice Management, Order Management, Asset Managment, Investments, Mutual Funds, Securities, Portfolio Management, Relationship Management, Business Development, Selling, Financial Services, Series 7, Options, Investment Advisory, Wealth Management, Management, Alternative Investments, Capital Markets, Entrepreneurship
Education
University of Massachusetts Boston 1980 — 1985
BA, Economics
iCapital Network, Inc. February 2014 - Present
BNY Mellon Asset Mangement I Dreyfus June 2012 - February 2014
RBC Advisor Services July 2008 - May 2012
Fidelity Investments April 2008 - July 2008
Fidelity Investments Institutional Wealth Services June 2006 - March 2008
Fidelity Investments Registered Investment Advisor Group October 1998 - June 2006
Fidelity Investments Institutional Service Co. January 1996 - October 1998
Schwab Institutional October 1994 - January 1996
Skills
Asset Management, Trading, Brokerage, Practice Management, Order Management, Asset Managment, Investments, Mutual Funds, Securities, Portfolio Management, Relationship Management, Business Development, Selling, Financial Services, Series 7, Options, Investment Advisory, Wealth Management, Management, Alternative Investments, Capital Markets, Entrepreneurship
Education
University of Massachusetts Boston 1980 — 1985
BA, Economics
Patricia Swiech Patricia Swiech's Fidelity Investments Experience June 2010 - January 2012
Job Learning Design Specialist at Boston Scientific
Industry Information Technology and Services
Experience
Boston Scientific April 2014 - Present
athenahealth, Inc. October 2012 - April 2014
Aptiv Solutions February 2012 - November 2012
Fidelity Investments June 2010 - January 2012
EMC Corporation May 2000 - February 2010
Knowledge Impact (formally Professional Development Group) 1999 - 2000
Commerce Insurance Company 1989 - 1999
Skills
Microsoft Office, Adobe Acrobat, Articulate Presenter, Centra Symposium, SharePoint, SnagIt, WebEx, Lotus SameTime, Information Mapping, Instructional Design, ADDIE, Blended Learning, Learning Management, Learning Management..., SCORM, Technical Training, Captivate, Project Management, Software Documentation, Training, Presenter, Technical Documentation
Education
University of Massachusetts Boston
BS.Ed, Education
Boston Scientific April 2014 - Present
athenahealth, Inc. October 2012 - April 2014
Aptiv Solutions February 2012 - November 2012
Fidelity Investments June 2010 - January 2012
EMC Corporation May 2000 - February 2010
Knowledge Impact (formally Professional Development Group) 1999 - 2000
Commerce Insurance Company 1989 - 1999
Skills
Microsoft Office, Adobe Acrobat, Articulate Presenter, Centra Symposium, SharePoint, SnagIt, WebEx, Lotus SameTime, Information Mapping, Instructional Design, ADDIE, Blended Learning, Learning Management, Learning Management..., SCORM, Technical Training, Captivate, Project Management, Software Documentation, Training, Presenter, Technical Documentation
Education
University of Massachusetts Boston
BS.Ed, Education
Dagmar Downey's Fidelity Investments Experience March 1999 - Present
Job Benefits Consulting Representative IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1999 - Present
Skills
Retirement Planning, Employee Benefits, Fixed Annuities, Pensions, Insurance, Estate Planning, Financial Advisory, Financial Planners, Life Insurance, Investment Strategies, Series 6, Wealth, Uniform Combined State..., Financial Planning, IRAs, Defined Benefit, Microsoft Excel, Customer Service, Financial Analysis, Business Analysis, Retirement, Financial Services, Process Improvement, Leadership
Education
UMass Boston
Business
Fidelity Investments March 1999 - Present
Skills
Retirement Planning, Employee Benefits, Fixed Annuities, Pensions, Insurance, Estate Planning, Financial Advisory, Financial Planners, Life Insurance, Investment Strategies, Series 6, Wealth, Uniform Combined State..., Financial Planning, IRAs, Defined Benefit, Microsoft Excel, Customer Service, Financial Analysis, Business Analysis, Retirement, Financial Services, Process Improvement, Leadership
Education
UMass Boston
Business
Mitchell Silverman Mitchell Silverman's Fidelity Investments Experience June 2012 - August 2012
Job Business Intelligence Analyst at LivingSocial
Industry Information Technology and Services
Experience
LivingSocial February 2014 - Present
T3 Information Systems July 2013 - January 2014
Fidelity Investments June 2012 - August 2012
Masa Israel Journey January 2010 - June 2012
Family Endowment Partners June 2010 - December 2011
Skills
Financial Reporting, Social Media, Event Planning, Financial Analysis, Microsoft Office, Management, Finance, Data Analysis, Competitive Analysis, Research, Focus Groups, Survey Research, Microsoft CRM, Microsoft SQL Server, SSRS, Dynamics CRM, Tableau, Hive, Hadoop, Google Analytics, financial, Financial Modeling, Social Networking, Public Speaking, Microsoft Excel, Facebook, Social Media Marketing
Education
University of Maryland College Park 2009 — 2013
Bachelor's degree, Finance and Marketing, Class of 2013
Gann Academy 2004 — 2008
LivingSocial February 2014 - Present
T3 Information Systems July 2013 - January 2014
Fidelity Investments June 2012 - August 2012
Masa Israel Journey January 2010 - June 2012
Family Endowment Partners June 2010 - December 2011
Skills
Financial Reporting, Social Media, Event Planning, Financial Analysis, Microsoft Office, Management, Finance, Data Analysis, Competitive Analysis, Research, Focus Groups, Survey Research, Microsoft CRM, Microsoft SQL Server, SSRS, Dynamics CRM, Tableau, Hive, Hadoop, Google Analytics, financial, Financial Modeling, Social Networking, Public Speaking, Microsoft Excel, Facebook, Social Media Marketing
Education
University of Maryland College Park 2009 — 2013
Bachelor's degree, Finance and Marketing, Class of 2013
Gann Academy 2004 — 2008
John P. Walker, Jr. John P. Walker, Jr.'s Fidelity Investments Experience June 2012 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fujitsu North America, Inc. April 2012 - June 2012
BCBSNC January 2011 - March 2012
BCBSNC August 2009 - March 2012
BCBSNC June 2008 - August 2009
BCBSNC April 2007 - June 2008
IBM November 1999 - September 2006
Companion Technologies / DataFlow 1997 - 1999
United States Marine Corps February 1993 - June 1997
Skills
Innovation Management, Change Management, Leadership, Enterprise Content..., Social Media, Technical Leadership, Corporate Communications, Web Content Management, Strategy, Integration, Internal Communications, Strategic Communications, ITIL, Enterprise Architecture, IT Strategy, IT Service Management, Outsourcing, AIX, Unix, Thunderhead
Education
University of North Carolina at Chapel Hill 2001 — 2006
B.S., Information Science
University of Maryland University College 1994 — 1996
A.A., Computer Science
Fidelity Investments June 2012 - Present
Fujitsu North America, Inc. April 2012 - June 2012
BCBSNC January 2011 - March 2012
BCBSNC August 2009 - March 2012
BCBSNC June 2008 - August 2009
BCBSNC April 2007 - June 2008
IBM November 1999 - September 2006
Companion Technologies / DataFlow 1997 - 1999
United States Marine Corps February 1993 - June 1997
Skills
Innovation Management, Change Management, Leadership, Enterprise Content..., Social Media, Technical Leadership, Corporate Communications, Web Content Management, Strategy, Integration, Internal Communications, Strategic Communications, ITIL, Enterprise Architecture, IT Strategy, IT Service Management, Outsourcing, AIX, Unix, Thunderhead
Education
University of North Carolina at Chapel Hill 2001 — 2006
B.S., Information Science
University of Maryland University College 1994 — 1996
A.A., Computer Science
Susan Beane Susan Beane's Fidelity Investments Experience January 2011 - May 2011
Job Financial services professional with compliance and technology experience
Industry Financial Services
Experience
Fidelity Investments January 2011 - May 2011
Fidelity Investments July 1993 - December 2010
Fidelity Investments March 2001 - December 2004
Fidelity Investments October 1988 - July 1993
Skills
Capable of managing..., Proven relationship..., Ability to leverage..., Strong project..., Knowledgeable in..., Extensive experience in..., Ability to identify,..., Outstanding..., Strategic and..., Strong training skills, Detail oriented
Education
University of Massachusetts Boston
BA, Management and Human Services (double major)
Fidelity Investments January 2011 - May 2011
Fidelity Investments July 1993 - December 2010
Fidelity Investments March 2001 - December 2004
Fidelity Investments October 1988 - July 1993
Skills
Capable of managing..., Proven relationship..., Ability to leverage..., Strong project..., Knowledgeable in..., Extensive experience in..., Ability to identify,..., Outstanding..., Strategic and..., Strong training skills, Detail oriented
Education
University of Massachusetts Boston
BA, Management and Human Services (double major)
Brian H. Deacy's Fidelity Investments Experience 2015 - Present
Job Vice President, National Fundraising Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments January 2011 - 2015
Fidelity Investments July 2005 - November 2009
Fidelity Investments October 1999 - July 2005
Skills
New Business Development, Budgets, Relationship Management, Financial Services, Sales, Insurance, Leadership, CRM, Investments, Selling, Series 63, Banking, Finance, Sales Operations, Direct Marketing, Mutual Funds, Series 7, Wealth Management, FINRA, 401k, Asset Allocation
Education
University of Massachusetts Boston 1977 — 1981
B.A.
Fidelity Investments 2015 - Present
Fidelity Investments January 2011 - 2015
Fidelity Investments July 2005 - November 2009
Fidelity Investments October 1999 - July 2005
Skills
New Business Development, Budgets, Relationship Management, Financial Services, Sales, Insurance, Leadership, CRM, Investments, Selling, Series 63, Banking, Finance, Sales Operations, Direct Marketing, Mutual Funds, Series 7, Wealth Management, FINRA, 401k, Asset Allocation
Education
University of Massachusetts Boston 1977 — 1981
B.A.
Brian Romano Brian Romano's Fidelity Investments Experience February 2001 - February 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments, National Financial April 2009 - Present
National Financial July 2007 - November 2008
Fidelity Investments - eBusiness February 2005 - July 2007
Fidelity Investments February 2001 - February 2005
Xchange Incorporated November 2000 - February 2001
Granitar Incorporated July 2000 - November 2000
Fidelity Investments July 1998 - July 2000
Education
University of Massachusetts Boston 1989 — 1995
Bachelors, Economics, Geography, Political Science
Fidelity Investments, National Financial April 2009 - Present
National Financial July 2007 - November 2008
Fidelity Investments - eBusiness February 2005 - July 2007
Fidelity Investments February 2001 - February 2005
Xchange Incorporated November 2000 - February 2001
Granitar Incorporated July 2000 - November 2000
Fidelity Investments July 1998 - July 2000
Education
University of Massachusetts Boston 1989 — 1995
Bachelors, Economics, Geography, Political Science
Paul Coradeschi Paul Coradeschi's Fidelity Investments Experience 2009 - May 2011
Job Director, Learning and Development at Steward Health Care
Industry Education Management
Experience
Steward Health Care January 2013 - Present
HR Access, a Fidelity Investments Company May 2011 - June 2012
Fidelity Investments 2009 - May 2011
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
EDS Group 2006 - 2007
Fidelity Investments 2002 - 2006
Fidelity Investments 1999 - 2002
Various 1994 - 1999
Skills
Instructional Design, Performance Consulting, Learning Management, Talent Management, Blended Learning, Needs Analysis, Change Management, E-Learning, Process Improvement, Captivate, Succession Planning, Performance Management, Project Management, Leadership Development, Training Delivery, Instructor-led Training, Organizational..., Performance Improvement, Workforce Planning, Development & delivery..., Management Skills..., SumTotal, Distance Learning, Virtual Learning, Design and development, Program Management, WebEx, Adobe Connect, Training Facilitation, Strategic Communications, C-Level Consulting, Senior Leader..., Leadership, Training, Strategy, Onboarding, Management
Education
University of Massachusetts Boston 1993 — 1995
M.ED, Instructional Design
University of Massachusetts, Amherst 1985 — 1988
BA English
Steward Health Care January 2013 - Present
HR Access, a Fidelity Investments Company May 2011 - June 2012
Fidelity Investments 2009 - May 2011
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
EDS Group 2006 - 2007
Fidelity Investments 2002 - 2006
Fidelity Investments 1999 - 2002
Various 1994 - 1999
Skills
Instructional Design, Performance Consulting, Learning Management, Talent Management, Blended Learning, Needs Analysis, Change Management, E-Learning, Process Improvement, Captivate, Succession Planning, Performance Management, Project Management, Leadership Development, Training Delivery, Instructor-led Training, Organizational..., Performance Improvement, Workforce Planning, Development & delivery..., Management Skills..., SumTotal, Distance Learning, Virtual Learning, Design and development, Program Management, WebEx, Adobe Connect, Training Facilitation, Strategic Communications, C-Level Consulting, Senior Leader..., Leadership, Training, Strategy, Onboarding, Management
Education
University of Massachusetts Boston 1993 — 1995
M.ED, Instructional Design
University of Massachusetts, Amherst 1985 — 1988
BA English
Gevin Odhiambo's Fidelity Investments Experience April 2011 - November 2012
Job CoStar Portfolio Strategy
Industry Information Services
Experience
PPR November 2012 - Present
Fidelity Investments April 2011 - November 2012
Exchange Connection, LLC September 2008 - October 2010
BT Conferencing, Inc January 2002 - September 2008
Education
University of Massachusetts Boston 2007 — 2010
BS Finance, Information Management for Finance
PPR November 2012 - Present
Fidelity Investments April 2011 - November 2012
Exchange Connection, LLC September 2008 - October 2010
BT Conferencing, Inc January 2002 - September 2008
Education
University of Massachusetts Boston 2007 — 2010
BS Finance, Information Management for Finance
Jonathan Sun Jonathan Sun's Fidelity Investments Experience June 2005 - December 2007
Job Sr. Software Engineer
Industry Information Technology and Services
Experience
Fidelity Investment August 2008 - February 2009
TJX Companies, Inc March 2008 - August 2008
Fidelity Investments June 2005 - December 2007
BMC Software, Inc 1999 - 2005
Skills
Unix, Security
Education
University of Massachusetts Boston 1997 — 1999
MS, Computer Science
Fidelity Investment August 2008 - February 2009
TJX Companies, Inc March 2008 - August 2008
Fidelity Investments June 2005 - December 2007
BMC Software, Inc 1999 - 2005
Skills
Unix, Security
Education
University of Massachusetts Boston 1997 — 1999
MS, Computer Science
Howard Goldberg Howard Goldberg's Fidelity Investments Experience January 2005 - January 2009
Job Director of Client Solutions at Plymouth Rock Assurance
Industry Financial Services
Experience
Plymouth Rock Assurance "2014 Boston Globe Best Places to Work" April 2014 - Present
Waste Management May 2013 - March 2014
Plymouth Rock Assurance August 2011 - April 2013
Esurance June 2010 - August 2011
Capgemini May 2010 - June 2010
Fidelity Investments January 2005 - January 2009
Putnam Investments 1993 - 2005
T. ROWE PRICE June 1990 - September 1992
Boston Financial Data Services 1985 - 1990
Skills
Call Center, Cross-functional Team..., Process Improvement, Insurance, Vendor Management, Financial Services, Business Analysis, Program Management, CRM, Call Centers, Leadership, Risk Management, Strategy, Management, SDLC, Training, Change Management, Business Process, Business Development, Analysis, Budgets, Strategic Planning, Mutual Funds, Business Process..., Operations Management, Customer Experience
Education
University of Massachusetts Boston
Bachelor of Science (BS)
Plymouth Rock Assurance "2014 Boston Globe Best Places to Work" April 2014 - Present
Waste Management May 2013 - March 2014
Plymouth Rock Assurance August 2011 - April 2013
Esurance June 2010 - August 2011
Capgemini May 2010 - June 2010
Fidelity Investments January 2005 - January 2009
Putnam Investments 1993 - 2005
T. ROWE PRICE June 1990 - September 1992
Boston Financial Data Services 1985 - 1990
Skills
Call Center, Cross-functional Team..., Process Improvement, Insurance, Vendor Management, Financial Services, Business Analysis, Program Management, CRM, Call Centers, Leadership, Risk Management, Strategy, Management, SDLC, Training, Change Management, Business Process, Business Development, Analysis, Budgets, Strategic Planning, Mutual Funds, Business Process..., Operations Management, Customer Experience
Education
University of Massachusetts Boston
Bachelor of Science (BS)
Charlotte Dietz's Fidelity Investments Experience December 1982 - June 1987
Job Communications and Public Speaking Coach
Industry Professional Training & Coaching
Experience
SpeakWell Partners January 2009 - Present
reacHIRE June 2013 - Present
TEDX New England September 2011 - September 2012
Public Speaking for You January 2007 - January 2011
Leapfrog Innovations 2007 - 2009
New Center for Arts and Culture 2007 - 2008
eTrav June 1999 - December 2004
ACIS June 1987 - May 1999
Fidelity Investments December 1982 - June 1987
Skills
Feedback, Body Language, Public Speaking, PowerPoint, Presenter, Executive Coaching, Training, Leadership, Workshop Facilitation, Team Building, Fundraising, Start-ups, Entrepreneurship, Marketing, Conflict Resolution, Leadership Development, Organizational..., Executive Development, Personal Development, Coaching, Business Coaching, Emotional Intelligence, Management, Presentation Coaching, Strategy, Social Entrepreneurship, Thought Leadership, Presentations
Education
University of Massachusetts Boston 1979 — 1982
Bachelor of Arts, Economics
SpeakWell Partners January 2009 - Present
reacHIRE June 2013 - Present
TEDX New England September 2011 - September 2012
Public Speaking for You January 2007 - January 2011
Leapfrog Innovations 2007 - 2009
New Center for Arts and Culture 2007 - 2008
eTrav June 1999 - December 2004
ACIS June 1987 - May 1999
Fidelity Investments December 1982 - June 1987
Skills
Feedback, Body Language, Public Speaking, PowerPoint, Presenter, Executive Coaching, Training, Leadership, Workshop Facilitation, Team Building, Fundraising, Start-ups, Entrepreneurship, Marketing, Conflict Resolution, Leadership Development, Organizational..., Executive Development, Personal Development, Coaching, Business Coaching, Emotional Intelligence, Management, Presentation Coaching, Strategy, Social Entrepreneurship, Thought Leadership, Presentations
Education
University of Massachusetts Boston 1979 — 1982
Bachelor of Arts, Economics
Jen Jones Black Jen Jones Black's Fidelity Investments Experience June 2011 - November 2012
Job Accounting Manager at See Ya Latte and AK Black Photography
Industry Financial Services
Experience
See Ya Latte December 2012 - Present
AK Black Photography March 2005 - Present
Fidelity Investments June 2011 - November 2012
Dominos Pizza May 1987 - September 2009
Skills
Accounting, Microsoft Excel, Payroll, Accounts Payable, QuickBooks, Accounts Receivable, Financial Reporting, Financial Analysis, Account Reconciliation, Microsoft Office, Invoicing, Financial Accounting, PowerPoint, Spreadsheets, Data Entry, PeopleSoft, Cost Accounting, Tax, Office Management
Education
University of Maryland College Park 1990 — 1994
BA, Business
Waynesboro Area High School
See Ya Latte December 2012 - Present
AK Black Photography March 2005 - Present
Fidelity Investments June 2011 - November 2012
Dominos Pizza May 1987 - September 2009
Skills
Accounting, Microsoft Excel, Payroll, Accounts Payable, QuickBooks, Accounts Receivable, Financial Reporting, Financial Analysis, Account Reconciliation, Microsoft Office, Invoicing, Financial Accounting, PowerPoint, Spreadsheets, Data Entry, PeopleSoft, Cost Accounting, Tax, Office Management
Education
University of Maryland College Park 1990 — 1994
BA, Business
Waynesboro Area High School
Lisa Mooney, CPP's Fidelity Investments Experience April 2004 - December 2008
Job Project ManagerHR/Payroll Implementations, Process Improvements (SAP, Oracle, PeopleSoft, ADP)
Industry Human Resources
Experience
Comcast May 2009 - August 2014
Fidelity Investments April 2004 - December 2008
PSEG 1999 - 2004
United Water September 1997 - March 1999
Skills
Business Analysis, SDLC, Business Requirements, Process Improvement, Business Process..., Vendor Management, Payroll, Visio, Project Management, Program Management, Requirements Analysis, Leadership, Quality Assurance, Agile Methodologies, Software Documentation, Change Management, Systems Analysis, SharePoint, Integration, Resource Management, User Acceptance Testing, Requirements Gathering, Data Analysis, PeopleSoft, Management, Software Project...
Education
University of Maryland University College 1998 — 2002
Accounting
Minot High School 1985 — 1989
Comcast May 2009 - August 2014
Fidelity Investments April 2004 - December 2008
PSEG 1999 - 2004
United Water September 1997 - March 1999
Skills
Business Analysis, SDLC, Business Requirements, Process Improvement, Business Process..., Vendor Management, Payroll, Visio, Project Management, Program Management, Requirements Analysis, Leadership, Quality Assurance, Agile Methodologies, Software Documentation, Change Management, Systems Analysis, SharePoint, Integration, Resource Management, User Acceptance Testing, Requirements Gathering, Data Analysis, PeopleSoft, Management, Software Project...
Education
University of Maryland University College 1998 — 2002
Accounting
Minot High School 1985 — 1989
Willie J. Johnson, Jr's Fidelity Investments Experience July 2006 - October 2014
Job AccruePartners at TIAACREF
Industry Information Technology and Services
Experience
AccruePartners June 2015 - Present
Fidelity Investments July 2006 - October 2014
Fannie Mae October 2003 - July 2006
Fannie Mae October 2003 - July 2006
Advanced Technology Systems Corporation (ATSC) June 2002 - October 2003
Sprint January 1998 - January 2002
Skills
Program Management, Agile Methodologies, SDLC, Cross-functional Team..., Enterprise Architecture, Management, PMP, Business Analysis, Vendor Management, Process Improvement, Software Development, IT Strategy, Software Project..., Strategy, CRM, IT Management, Resource Management, Leadership
Education
University of Maryland University College
MBA, Business
Winston-Salem State University
Bachelors of Science, Computer Science
AccruePartners June 2015 - Present
Fidelity Investments July 2006 - October 2014
Fannie Mae October 2003 - July 2006
Fannie Mae October 2003 - July 2006
Advanced Technology Systems Corporation (ATSC) June 2002 - October 2003
Sprint January 1998 - January 2002
Skills
Program Management, Agile Methodologies, SDLC, Cross-functional Team..., Enterprise Architecture, Management, PMP, Business Analysis, Vendor Management, Process Improvement, Software Development, IT Strategy, Software Project..., Strategy, CRM, IT Management, Resource Management, Leadership
Education
University of Maryland University College
MBA, Business
Winston-Salem State University
Bachelors of Science, Computer Science
Andrew McQuaid Andrew McQuaid's Fidelity Investments Experience August 2011 - August 2013
Job Junior Business Analyst at MITRE
Industry Fine Art
Experience
MITRE October 2014 - Present
197th Fires Brigade NH Army National Guard July 2013 - Present
Surf Rodz LLC January 2013 - September 2013
Fidelity Investments August 2011 - August 2013
GreenStreet Longboards LLC August 2008 - September 2012
World Wide Tech Services July 2010 - August 2011
Power Shift August 2008 - December 2010
Zoe Marketing, LLC June 2005 - April 2010
Barnes & Noble Booksellers, Inc September 2003 - May 2004
Skills
Wordpress, Microsoft Office, Photoshop, Constant Contact, Management, Market Research, Copywriting, Applicant Tracking..., Online Marketing, Business Development, Sales, Trade Shows, Lead Generation, Customer Service
Education
University of Maryland University College 2012 — 2013
Bachelor of Science (BS), Computer and Information Sciences, General
University of New Hampshire 2006 — 2010
Bachelor, Political Science, Russian Literature & International
MITRE October 2014 - Present
197th Fires Brigade NH Army National Guard July 2013 - Present
Surf Rodz LLC January 2013 - September 2013
Fidelity Investments August 2011 - August 2013
GreenStreet Longboards LLC August 2008 - September 2012
World Wide Tech Services July 2010 - August 2011
Power Shift August 2008 - December 2010
Zoe Marketing, LLC June 2005 - April 2010
Barnes & Noble Booksellers, Inc September 2003 - May 2004
Skills
Wordpress, Microsoft Office, Photoshop, Constant Contact, Management, Market Research, Copywriting, Applicant Tracking..., Online Marketing, Business Development, Sales, Trade Shows, Lead Generation, Customer Service
Education
University of Maryland University College 2012 — 2013
Bachelor of Science (BS), Computer and Information Sciences, General
University of New Hampshire 2006 — 2010
Bachelor, Political Science, Russian Literature & International
Jonathan Bundick MBA Jonathan Bundick MBA's Fidelity Investments Experience November 1999 - October 2002
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
TD Ameritrade August 2009 - March 2013
TD Ameritrade May 2007 - July 2009
TD Ameritrade January 2006 - April 2007
TD Ameritrade November 2005 - December 2006
TD Ameritrade December 2004 - October 2005
TD Ameritrade July 2004 - November 2004
TD Ameritrade March 2004 - June 2004
Brinks Home Security March 2003 - February 2004
Fidelity Investments November 1999 - October 2002
Skills
Process Improvement, Relationship Management, Customer Service, Performance Management, Change Management, Project Management, Product Management, Coaching, Associate Development, Lean Management, User Acceptance Testing, FINRA, Options, Training, Asset Allocation, Business Development, Leadership
Education
University of North Texas 1993 — 1995
MBA, Finance
University of Maryland Eastern Shore 1990 — 1993
M.S., Business Administration
University of Maryland University College 1988 — 1990
A.A, Business Administration
Arcadia High School, Oak Hall VA 1978 — 1982
TIAA-CREF March 2013 - Present
TD Ameritrade August 2009 - March 2013
TD Ameritrade May 2007 - July 2009
TD Ameritrade January 2006 - April 2007
TD Ameritrade November 2005 - December 2006
TD Ameritrade December 2004 - October 2005
TD Ameritrade July 2004 - November 2004
TD Ameritrade March 2004 - June 2004
Brinks Home Security March 2003 - February 2004
Fidelity Investments November 1999 - October 2002
Skills
Process Improvement, Relationship Management, Customer Service, Performance Management, Change Management, Project Management, Product Management, Coaching, Associate Development, Lean Management, User Acceptance Testing, FINRA, Options, Training, Asset Allocation, Business Development, Leadership
Education
University of North Texas 1993 — 1995
MBA, Finance
University of Maryland Eastern Shore 1990 — 1993
M.S., Business Administration
University of Maryland University College 1988 — 1990
A.A, Business Administration
Arcadia High School, Oak Hall VA 1978 — 1982
Bob Kaltenbach Bob Kaltenbach's Fidelity Investments Experience February 1992 - January 2005
Job Founder, The Business Resource LLC recruitment and search firm for IT and Hospitality professionals
Industry Staffing and Recruiting
Experience
Grenny Holdings LLC February 2012 - Present
The Business Resource LLC March 2006 - Present
Fidelity Investments February 1992 - January 2005
Skills
Trade Shows, Investments, Hospitality, Sales, Marketing, Equities, Leadership, Portfolio Management, Asset Management, Hospitality Industry
Education
University of Maryland College Park 1974 — 1978
B.A., International Economics
Grenny Holdings LLC February 2012 - Present
The Business Resource LLC March 2006 - Present
Fidelity Investments February 1992 - January 2005
Skills
Trade Shows, Investments, Hospitality, Sales, Marketing, Equities, Leadership, Portfolio Management, Asset Management, Hospitality Industry
Education
University of Maryland College Park 1974 — 1978
B.A., International Economics
Steve Connors's Fidelity Investments Experience September 2006 - January 2009
Job Sr. Vice President at TD Bank Group
Industry Financial Services
Experience
TD Bank Group 2012 - Present
Royal Bank of Scotland March 2009 - February 2012
Fidelity Investments September 2006 - January 2009
Citizens Financial Group March 2005 - September 2006
Bank of America January 1996 - February 2005
Fleet Bank 1996 - 2005
FleetBoston Financial 1996 - 2004
Wells Fargo May 1991 - January 1996
Allied First Bank 1985 - 1989
Allied First Bank 1985 - 1989
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
Bachelor of Science
TD Bank Group 2012 - Present
Royal Bank of Scotland March 2009 - February 2012
Fidelity Investments September 2006 - January 2009
Citizens Financial Group March 2005 - September 2006
Bank of America January 1996 - February 2005
Fleet Bank 1996 - 2005
FleetBoston Financial 1996 - 2004
Wells Fargo May 1991 - January 1996
Allied First Bank 1985 - 1989
Allied First Bank 1985 - 1989
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
Bachelor of Science
Dan Beland Dan Beland's Fidelity Investments Experience 2006 - 2010
Job Franchise Owner at Pro Image Sports
Industry Financial Services
Experience
Pro Image Franchise 2011 - Present
Water View Enterprises Inc. 2011 - Present
Fidelity Investments 2006 - 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 2001 - 2003
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Management, Customer Service, Call Centers, CRM, Information Technology, Program Management, Business Process..., Team Building, Outsourcing, Strategy, Project Management, Performance Management, Call Center, Team Leadership, Strategic Planning, Leadership, Business Operations, Process Improvement, Business Analysis, Analysis, Vendor Management
Education
Clark University Graduate School of Management
MBA, Finance Candidate May 2011
United States Marine Corps
Non-Commissioned Officer Leadership School
University of Maryland University College
Bachelor of Science, Paralegal Studies minor Management Studies
Pro Image Franchise 2011 - Present
Water View Enterprises Inc. 2011 - Present
Fidelity Investments 2006 - 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 2001 - 2003
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Management, Customer Service, Call Centers, CRM, Information Technology, Program Management, Business Process..., Team Building, Outsourcing, Strategy, Project Management, Performance Management, Call Center, Team Leadership, Strategic Planning, Leadership, Business Operations, Process Improvement, Business Analysis, Analysis, Vendor Management
Education
Clark University Graduate School of Management
MBA, Finance Candidate May 2011
United States Marine Corps
Non-Commissioned Officer Leadership School
University of Maryland University College
Bachelor of Science, Paralegal Studies minor Management Studies
Kenneth Roberts Kenneth Roberts's Fidelity Investments Experience November 1998 - September 2001
Job Director, Business Intelligence Group (BIG) at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. (Sovereign Bank) July 2014 - Present
Santander Bank, N.A. (Sovereign Bank) June 2013 - July 2014
Santander Bank, N.A. (Sovereign Bank) August 2011 - June 2013
The Hanover Insurance Group April 2011 - June 2011
EMC March 2006 - December 2010
Ropes & Gray May 2002 - March 2006
Fidelity Investments November 1998 - September 2001
Morgan Stanley January 1994 - September 1996
PricewaterhouseCoopers LLP (Coopers & Lybrand) January 1992 - January 1994
Skills
Analytics, Cross-functional Team..., Business Intelligence, Leadership, Management, Project Management, Process Improvement, Business Development, Program Management, Strategic Planning, Finance
Education
University of Massachusetts Boston 2014 — 2015
Emerging Leaders Program, 2015 Cohort
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1990 — 1991
BS, Finance
University of Massachusetts, Amherst 1987 — 1989
Finance, Computer Science
Wellesley High School 1983 — 1987
Santander Bank, N.A. (Sovereign Bank) July 2014 - Present
Santander Bank, N.A. (Sovereign Bank) June 2013 - July 2014
Santander Bank, N.A. (Sovereign Bank) August 2011 - June 2013
The Hanover Insurance Group April 2011 - June 2011
EMC March 2006 - December 2010
Ropes & Gray May 2002 - March 2006
Fidelity Investments November 1998 - September 2001
Morgan Stanley January 1994 - September 1996
PricewaterhouseCoopers LLP (Coopers & Lybrand) January 1992 - January 1994
Skills
Analytics, Cross-functional Team..., Business Intelligence, Leadership, Management, Project Management, Process Improvement, Business Development, Program Management, Strategic Planning, Finance
Education
University of Massachusetts Boston 2014 — 2015
Emerging Leaders Program, 2015 Cohort
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1990 — 1991
BS, Finance
University of Massachusetts, Amherst 1987 — 1989
Finance, Computer Science
Wellesley High School 1983 — 1987
Andrew Scoppa Andrew Scoppa's Fidelity Investments Experience August 2007 - May 2008
Job Software Engineer and Corporate Trainer
Industry Computer Software
Experience
DevelopMentor August 2007 - Present
State of Massachusetts March 2010 - May 2010
Sullivan Tire January 2006 - May 2010
Winchester Hospital May 2001 - 2009
Fidelity Investments August 2007 - May 2008
Endurance International Group April 2005 - August 2007
Harvard Medical School March 2007 - May 2007
New Horizons Computer Learning Centers January 2002 - May 2005
UCI Software Training & Consulting March 1992 - December 2001
DEC (Digital Equipment Corporation)/Compaq/HP 1984 - 1992
Skills
ASP.NET, WPF, C#, Visual Studio, .NET, WCF, Software Development, Entity Framework, Silverlight, Microsoft SQL Server, LINQ, ASP.NET MVC, JavaScript, Design Patterns, Programming, IIS, VB.NET
Education
University of Massachusetts Boston 1976 — 1979
BS, Mathematics major, Computer Science minor, 3.65 GPA
Pope John XXIII High School 1971 — 1975
DevelopMentor August 2007 - Present
State of Massachusetts March 2010 - May 2010
Sullivan Tire January 2006 - May 2010
Winchester Hospital May 2001 - 2009
Fidelity Investments August 2007 - May 2008
Endurance International Group April 2005 - August 2007
Harvard Medical School March 2007 - May 2007
New Horizons Computer Learning Centers January 2002 - May 2005
UCI Software Training & Consulting March 1992 - December 2001
DEC (Digital Equipment Corporation)/Compaq/HP 1984 - 1992
Skills
ASP.NET, WPF, C#, Visual Studio, .NET, WCF, Software Development, Entity Framework, Silverlight, Microsoft SQL Server, LINQ, ASP.NET MVC, JavaScript, Design Patterns, Programming, IIS, VB.NET
Education
University of Massachusetts Boston 1976 — 1979
BS, Mathematics major, Computer Science minor, 3.65 GPA
Pope John XXIII High School 1971 — 1975
Ken Travis, CBCP Ken Travis, CBCP's Fidelity Investments Experience 1972 - 1982
Job Independent Consultant Business Continuity Management
Industry Information Technology and Services
Experience
KenTravis Consulting January 2010 - Present
Perot Systems 2006 - 2009
Commonwealth of Massachusetts 1999 - 2003
Commonwealth of Massachusetts 1999 - 1999
Hills Department Stores 1982 - 1997
Fidelity Investments 1972 - 1982
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Incident Management, Data Center, Emergency Management, Vendor Management, ITIL, Workable Solutions, Project Management, BIA, Crisis Management, Operating Systems, Software Documentation, Security, Storage Management, Gap Analysis, Strategic Planning, IT Management, Governance, Service Management, Cloud Computing, Training, Integration, Virtualization, Network Security, Risk Management, Business Process..., Enterprise Architecture, Team Leadership, Process Improvement, Information Security, Information Technology, Management, Visio, Information Security..., SDLC, Business Analysis, Change Management, Requirements Analysis, PMO, Analysis, IT Operations, IT Strategy, IT Service Management, Networking, Strategy, PMP, Testing
Education
University of Massachusetts Boston
KenTravis Consulting January 2010 - Present
Perot Systems 2006 - 2009
Commonwealth of Massachusetts 1999 - 2003
Commonwealth of Massachusetts 1999 - 1999
Hills Department Stores 1982 - 1997
Fidelity Investments 1972 - 1982
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Incident Management, Data Center, Emergency Management, Vendor Management, ITIL, Workable Solutions, Project Management, BIA, Crisis Management, Operating Systems, Software Documentation, Security, Storage Management, Gap Analysis, Strategic Planning, IT Management, Governance, Service Management, Cloud Computing, Training, Integration, Virtualization, Network Security, Risk Management, Business Process..., Enterprise Architecture, Team Leadership, Process Improvement, Information Security, Information Technology, Management, Visio, Information Security..., SDLC, Business Analysis, Change Management, Requirements Analysis, PMO, Analysis, IT Operations, IT Strategy, IT Service Management, Networking, Strategy, PMP, Testing
Education
University of Massachusetts Boston
Bill Wilder Bill Wilder's Fidelity Investments Experience 2002 - June 2011
Job CTO at Finomial Corporation
Industry Information Technology and Services
Experience
Finomial Corporation October 2014 - Present
Boston Azure Cloud User Group October 2009 - Present
Development Partners Software Corporation 2010 - November 2014
Fidelity Investments 2002 - June 2011
LifeFX January 1999 - May 2002
Digital Equipment Corporation 1996 - 1997
Lotus Development Corporation May 1991 - May 1996
OneSource Information Services 1991 - 1996
Index Technology 1988 - 1991
Skills
Windows Azure, .NET, C#, Design Patterns, Cloud Computing, Enterprise Architecture, Visual Studio, Public Speaking, ASP.NET, Scrum, Web Services, SOA, Architecture, Agile Methodologies, Application Architecture, Microsoft SQL Server, Distributed Systems, WCF, SaaS, Software Development, Software Project..., Software Engineering, Enterprise Software, IT Strategy, SDLC, Web Applications, System Architecture, SOAP, Software Design, Agile Project Management, Open Source, Test Driven Development, Architectures, User Experience, JavaScript
Education
University of Massachusetts Boston 1983 — 1988
Bachelor of Science (B.S.), Computer Science
Finomial Corporation October 2014 - Present
Boston Azure Cloud User Group October 2009 - Present
Development Partners Software Corporation 2010 - November 2014
Fidelity Investments 2002 - June 2011
LifeFX January 1999 - May 2002
Digital Equipment Corporation 1996 - 1997
Lotus Development Corporation May 1991 - May 1996
OneSource Information Services 1991 - 1996
Index Technology 1988 - 1991
Skills
Windows Azure, .NET, C#, Design Patterns, Cloud Computing, Enterprise Architecture, Visual Studio, Public Speaking, ASP.NET, Scrum, Web Services, SOA, Architecture, Agile Methodologies, Application Architecture, Microsoft SQL Server, Distributed Systems, WCF, SaaS, Software Development, Software Project..., Software Engineering, Enterprise Software, IT Strategy, SDLC, Web Applications, System Architecture, SOAP, Software Design, Agile Project Management, Open Source, Test Driven Development, Architectures, User Experience, JavaScript
Education
University of Massachusetts Boston 1983 — 1988
Bachelor of Science (B.S.), Computer Science
Kiu Chan's Fidelity Investments Experience February 2011 - September 2012
Job Compliance Examiner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
BB&T Capital Markets October 2012 - September 2014
Fidelity Investments February 2011 - September 2012
E*TRADE Financial Corporation September 2008 - February 2011
Wachovia Securities Financial Network September 2004 - September 2008
Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning
Education
Duluth High School
Duluth High School
University of Maryland College Park
University of Maryland University College
Computer Science
Cambridge Investment Research, Inc. September 2014 - Present
BB&T Capital Markets October 2012 - September 2014
Fidelity Investments February 2011 - September 2012
E*TRADE Financial Corporation September 2008 - February 2011
Wachovia Securities Financial Network September 2004 - September 2008
Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning
Education
Duluth High School
Duluth High School
University of Maryland College Park
University of Maryland University College
Computer Science
Rod Pinkney Rod Pinkney's Fidelity Investments Experience August 2006 - June 2008
Job Talent Acquisition, CHQ at IBM
Industry Information Technology and Services
Experience
IBM/Experis September 2015 - Present
Strom Aviation onsite at Honda Aircraft Company March 2015 - September 2015
Ipreo July 2013 - March 2015
Tekelec February 2013 - July 2013
ABB April 2011 - September 2012
Eaton Corporation August 2010 - April 2011
Time Warner Cable February 2010 - August 2010
Volvo Trucks August 2008 - May 2009
Fidelity Investments August 2006 - June 2008
Skills
Sourcing, Cold Calling, Full life cycle..., OFCCP, Workforce Planning, Staffing Plans, Customer Engagement, Project Planning, Employee Relations, Employer Branding, Technical Recruiting, Contract Recruitment, College Recruiting, IT Recruitment, Agency Relationship..., LinkedIn, Benefits Negotiation, Talent Acquisition, Engineering, Onboarding, Applicant Tracking..., Internet Recruiting, Recruiting, Automotive, Talent Management, Strategic Sourcing, Human Resources, Sales, CRM, Public Speaking, Leadership, Team Building, Management, Direct Sales, Customer Service, Vendor Management, Networking, Change Management, Telecommunications, Project Management, Process Improvement, Marketing Communications, Temporary Placement, Screening, Interviews, Executive Search, Program Management, Screening Resumes
Education
University of Maryland Eastern Shore
IBM/Experis September 2015 - Present
Strom Aviation onsite at Honda Aircraft Company March 2015 - September 2015
Ipreo July 2013 - March 2015
Tekelec February 2013 - July 2013
ABB April 2011 - September 2012
Eaton Corporation August 2010 - April 2011
Time Warner Cable February 2010 - August 2010
Volvo Trucks August 2008 - May 2009
Fidelity Investments August 2006 - June 2008
Skills
Sourcing, Cold Calling, Full life cycle..., OFCCP, Workforce Planning, Staffing Plans, Customer Engagement, Project Planning, Employee Relations, Employer Branding, Technical Recruiting, Contract Recruitment, College Recruiting, IT Recruitment, Agency Relationship..., LinkedIn, Benefits Negotiation, Talent Acquisition, Engineering, Onboarding, Applicant Tracking..., Internet Recruiting, Recruiting, Automotive, Talent Management, Strategic Sourcing, Human Resources, Sales, CRM, Public Speaking, Leadership, Team Building, Management, Direct Sales, Customer Service, Vendor Management, Networking, Change Management, Telecommunications, Project Management, Process Improvement, Marketing Communications, Temporary Placement, Screening, Interviews, Executive Search, Program Management, Screening Resumes
Education
University of Maryland Eastern Shore
Jaime Kenney Jaime Kenney's Fidelity Investments Experience 1993 - 1997
Job Director of Member Programs, Intercollegiate Tennis Association
Industry Higher Education
Experience
Tufts University August 2010 - August 2014
Tufts University September 2009 - September 2011
The Weymouth Club February 2011 - August 2011
Cohasset Tennis Club August 2005 - February 2011
Fidelity Investments 1993 - 1997
Education
University of Massachusetts Boston 1989 — 1993
Management, Finance
Barnstable High
Tufts University August 2010 - August 2014
Tufts University September 2009 - September 2011
The Weymouth Club February 2011 - August 2011
Cohasset Tennis Club August 2005 - February 2011
Fidelity Investments 1993 - 1997
Education
University of Massachusetts Boston 1989 — 1993
Management, Finance
Barnstable High
Joe Devine Joe Devine's Fidelity Investments Experience January 1987 - November 1991
Job Chief Product Officer at Financial Media Exchange LLC
Industry Financial Services
Experience
Financial Media Exchange LLC December 2014 - Present
Boston Financial Data Services January 2008 - November 2014
DST Customer Communications August 2007 - January 2008
ADP May 1997 - August 2007
Management Information Services (MIS) January 1991 - May 1997
Fidelity Investments January 1987 - November 1991
Skills
Mergers & Acquisitions, Relationship Management, Risk Management, Vendor Management, Mutual Funds, New Business Development, Team Building, Financial Services, Business Analysis, Call Center, CRM, Process Improvement, Investments, Series 63, Operations Management, Change Management, Strategic Planning, Management, SDLC, Business Process..., Cross-functional Team..., Account Management, Quality Assurance, Project Management, Leadership, Securities, Team Leadership, Outsourcing, Visio, Call Centers, Client Services, Product Management, Analysis, Requirements Analysis, Program Management, Customer Service, Back Office, Strategy, Business Development, Executive Management, Asset Management, Sales
Education
University of Massachusetts Boston 1978 — 1982
Bachelor of Science (B.S.), Business Administration, Financial Management
Weymouth North High School 1975 — 1978
Financial Media Exchange LLC December 2014 - Present
Boston Financial Data Services January 2008 - November 2014
DST Customer Communications August 2007 - January 2008
ADP May 1997 - August 2007
Management Information Services (MIS) January 1991 - May 1997
Fidelity Investments January 1987 - November 1991
Skills
Mergers & Acquisitions, Relationship Management, Risk Management, Vendor Management, Mutual Funds, New Business Development, Team Building, Financial Services, Business Analysis, Call Center, CRM, Process Improvement, Investments, Series 63, Operations Management, Change Management, Strategic Planning, Management, SDLC, Business Process..., Cross-functional Team..., Account Management, Quality Assurance, Project Management, Leadership, Securities, Team Leadership, Outsourcing, Visio, Call Centers, Client Services, Product Management, Analysis, Requirements Analysis, Program Management, Customer Service, Back Office, Strategy, Business Development, Executive Management, Asset Management, Sales
Education
University of Massachusetts Boston 1978 — 1982
Bachelor of Science (B.S.), Business Administration, Financial Management
Weymouth North High School 1975 — 1978
Vanya Chakarova Vanya Chakarova's Fidelity Investments Experience December 2007 - Present
Job Corporate Actions Team Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2007 - Present
Fidelity Investments July 2007 - December 2007
Education
University of Massachusetts Boston 2004 — 2009
Finance
Fidelity Investments December 2007 - Present
Fidelity Investments July 2007 - December 2007
Education
University of Massachusetts Boston 2004 — 2009
Finance
Bernadette Louis Bernadette Louis's Fidelity Investments Experience August 1987 - March 1988
Job Human Services Worker
Industry Mental Health Care
Experience
Cambridge Health Alliance January 1999 - Present
Cambridge Health Alliance January 1998 - January 1999
Cambridge Health Alliance January 1996 - January 1998
North Suffolk Mental Health Association January 1991 - January 1998
First National Bank of Boston- Defunct July 1990 - July 1994
The First National Bank January 1990 - January 1994
Fidelity Investments August 1987 - March 1988
Skills
Translation, French, Social Services, Grants, Mental Health, Spreadsheets, Event Planning, Community Outreach, Editing, PowerPoint, Microsoft Office, Outlook, Volunteer Management
Education
University of Massachusetts Boston 2004 — 2008
B.A, Human Services/Community Planning
University of Jamaica 1980 — 1980
Certificate, Training in Business Administration
EFCTEC - PAP/Haiti 1978 — 1980
Diploma, Accounting and Banking Services; Secretarial Sciences & Technology; Business Administration
Cambridge Health Alliance January 1999 - Present
Cambridge Health Alliance January 1998 - January 1999
Cambridge Health Alliance January 1996 - January 1998
North Suffolk Mental Health Association January 1991 - January 1998
First National Bank of Boston- Defunct July 1990 - July 1994
The First National Bank January 1990 - January 1994
Fidelity Investments August 1987 - March 1988
Skills
Translation, French, Social Services, Grants, Mental Health, Spreadsheets, Event Planning, Community Outreach, Editing, PowerPoint, Microsoft Office, Outlook, Volunteer Management
Education
University of Massachusetts Boston 2004 — 2008
B.A, Human Services/Community Planning
University of Jamaica 1980 — 1980
Certificate, Training in Business Administration
EFCTEC - PAP/Haiti 1978 — 1980
Diploma, Accounting and Banking Services; Secretarial Sciences & Technology; Business Administration
Cathy Burton Crocker's Fidelity Investments Experience January 1993 - July 2004
Job Functional Manager Content and Licensing
Industry Information Technology and Services
Experience
Measured Progress August 2013 - Present
Alexander Technology Group June 2012 - June 2013
Altria January 2005 - February 2012
Antara Center, Inc. January 2006 - February 2009
Fidelity Investments January 1993 - July 2004
Skills
Business Analysis, Leadership, Program Management, Strategic Planning, Business Strategy, Project Management, Business Development, Process Improvement, Change Management, Risk Management, Operations Management, New Business Development, Organizational..., SharePoint, Cross-functional Team..., Analysis, Program Development, Data Analysis, Software Documentation, Management
Education
University of Massachusetts Boston 1973 — 1977
Bachelor of Arts Program - Cultural Anthropology
Palmer Institute of Massage and Bodywork
Certificate in Advanced Studies - Therapeutic Massage and Bodywork
Measured Progress August 2013 - Present
Alexander Technology Group June 2012 - June 2013
Altria January 2005 - February 2012
Antara Center, Inc. January 2006 - February 2009
Fidelity Investments January 1993 - July 2004
Skills
Business Analysis, Leadership, Program Management, Strategic Planning, Business Strategy, Project Management, Business Development, Process Improvement, Change Management, Risk Management, Operations Management, New Business Development, Organizational..., SharePoint, Cross-functional Team..., Analysis, Program Development, Data Analysis, Software Documentation, Management
Education
University of Massachusetts Boston 1973 — 1977
Bachelor of Arts Program - Cultural Anthropology
Palmer Institute of Massage and Bodywork
Certificate in Advanced Studies - Therapeutic Massage and Bodywork
David Carrion's Fidelity Investments Experience January 2007 - August 2007
Job Senior Financial Analyst / Financial Consultant
Industry Financial Services
Experience
Harte Hanks March 2015 - Present
ARO April 2014 - Present
WebMD September 2013 - April 2015
Warner Music Group May 2012 - September 2013
JPMorgan Chase June 2011 - May 2012
JPMorgan Chase November 2008 - July 2011
Columbia Management August 2007 - November 2008
Fidelity Investments January 2007 - August 2007
Skills
Microsoft Excel, Hyperion HFM, SAP, Financial Reporting, Corporate Finance, Finance, Budgets, Analysis, Account Reconciliation, Investments, Management, Strategic Financial..., Leadership, Accounting, General Ledger, Asset Management, Accounts Payable, Mutual Funds, Financial Statements, Microsoft Word, Trading, Asset Managment, Bloomberg
Education
University of Massachusetts Boston 2002 — 2006
Bachelor's Degree, Finance, 3.4
University of Massachusetts Boston
Bachelor of Science (B.S.), Finance, General
Harte Hanks March 2015 - Present
ARO April 2014 - Present
WebMD September 2013 - April 2015
Warner Music Group May 2012 - September 2013
JPMorgan Chase June 2011 - May 2012
JPMorgan Chase November 2008 - July 2011
Columbia Management August 2007 - November 2008
Fidelity Investments January 2007 - August 2007
Skills
Microsoft Excel, Hyperion HFM, SAP, Financial Reporting, Corporate Finance, Finance, Budgets, Analysis, Account Reconciliation, Investments, Management, Strategic Financial..., Leadership, Accounting, General Ledger, Asset Management, Accounts Payable, Mutual Funds, Financial Statements, Microsoft Word, Trading, Asset Managment, Bloomberg
Education
University of Massachusetts Boston 2002 — 2006
Bachelor's Degree, Finance, 3.4
University of Massachusetts Boston
Bachelor of Science (B.S.), Finance, General
Ryan McDermott's Fidelity Investments Experience February 2014 - April 2015
Job Associate at Mosaic Research Management
Industry Financial Services
Experience
UMass Boston August 2014 - Present
Mosaic Research Management May 2015 - Present
Team Mizuno USA Baseball January 2012 - Present
Fidelity Investments February 2014 - April 2015
State Street Bank December 2012 - February 2014
Bases Loaded Baseball June 2010 - August 2013
State Street Bank June 2011 - December 2012
Wells Fargo Advisors, LLC December 2010 - January 2011
Skills
Microsoft Excel, Mutual Funds, Investments, Accounting, Bloomberg, Client Service Oriented, Fund Accounting, Entrepreneurship, Equities, Account Reconciliation, Foreign Markets, Athletics, Recruiting, Fundraising, Coaching, Customer Service
Education
University of Massachusetts Boston 2014 — 2016
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2007 — 2011
B.S. Finance, Economics Minor, Cum Laude
UMass Boston August 2014 - Present
Mosaic Research Management May 2015 - Present
Team Mizuno USA Baseball January 2012 - Present
Fidelity Investments February 2014 - April 2015
State Street Bank December 2012 - February 2014
Bases Loaded Baseball June 2010 - August 2013
State Street Bank June 2011 - December 2012
Wells Fargo Advisors, LLC December 2010 - January 2011
Skills
Microsoft Excel, Mutual Funds, Investments, Accounting, Bloomberg, Client Service Oriented, Fund Accounting, Entrepreneurship, Equities, Account Reconciliation, Foreign Markets, Athletics, Recruiting, Fundraising, Coaching, Customer Service
Education
University of Massachusetts Boston 2014 — 2016
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2007 — 2011
B.S. Finance, Economics Minor, Cum Laude
Curt Siddall Curt Siddall's Fidelity Investments Experience 1999 - 2006
Job IT Professional
Industry Information Technology and Services
Experience
IT Professional January 2015 - Present
WEX Inc. September 2012 - January 2015
DeLorme Publishing 2007 - 2012
Maine Dept. of Labor 2006 - 2007
Fidelity Investments 1999 - 2006
Putnam Investments 1994 - 1999
Skills
PL/SQL, SQL, T-SQL, Bash, Databases, SQL Tuning, Ksh, Csh, Oracle Application..., Sh, BI Publisher, Unix, Oracle E-Business Suite, Sybase, Shell Scripting, Oracle SQL, C, Oracle, Unix Shell Scripting, Perl, C++, Microsoft SQL Server, Linux, Solaris
Education
University of Massachusetts Boston 1989 — 1994
B.S., Computer Science and Mathematics, B.A. in Physics
Amherst Regional High
IT Professional January 2015 - Present
WEX Inc. September 2012 - January 2015
DeLorme Publishing 2007 - 2012
Maine Dept. of Labor 2006 - 2007
Fidelity Investments 1999 - 2006
Putnam Investments 1994 - 1999
Skills
PL/SQL, SQL, T-SQL, Bash, Databases, SQL Tuning, Ksh, Csh, Oracle Application..., Sh, BI Publisher, Unix, Oracle E-Business Suite, Sybase, Shell Scripting, Oracle SQL, C, Oracle, Unix Shell Scripting, Perl, C++, Microsoft SQL Server, Linux, Solaris
Education
University of Massachusetts Boston 1989 — 1994
B.S., Computer Science and Mathematics, B.A. in Physics
Amherst Regional High
James J. Tully III, CFP® James J. Tully III, CFP®'s Fidelity Investments Experience January 2007 - January 2011
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Elizabeth Swenson's Fidelity Investments Experience October 2004 - March 2005
Job Senior Customer Success (Account) Manager at Globoforce
Industry Human Resources
Experience
Globoforce August 2013 - Present
OnProcess Technology August 2012 - May 2013
OnProcess Technology March 2011 - August 2012
OnProcess Technology July 2008 - March 2011
Bradley & Associates March 2005 - July 2008
University of Massachusetts Boston January 2006 - December 2007
Intercontinental Real Estate Corporation September 2005 - December 2007
Fidelity Investments October 2004 - March 2005
FLS International May 2004 - September 2004
Skills
Negotiation, Analytics, Program Management, Spanish, Team Management, Data Analysis, People Management, Microsoft Office, Management, Supply Chain, Operations Management, Logistics, Outsourcing, Leadership, CRM, Training, Process Improvement, Analysis, Project Management, Forecasting, Business Process, Six Sigma, Budgets, Project Planning, Cross-functional Team..., Human Resources
Education
University of Massachusetts Boston 2006 — 2007
MBA, Operations & MIS
Western New England University 2000 — 2004
BA, International Studies
Globoforce August 2013 - Present
OnProcess Technology August 2012 - May 2013
OnProcess Technology March 2011 - August 2012
OnProcess Technology July 2008 - March 2011
Bradley & Associates March 2005 - July 2008
University of Massachusetts Boston January 2006 - December 2007
Intercontinental Real Estate Corporation September 2005 - December 2007
Fidelity Investments October 2004 - March 2005
FLS International May 2004 - September 2004
Skills
Negotiation, Analytics, Program Management, Spanish, Team Management, Data Analysis, People Management, Microsoft Office, Management, Supply Chain, Operations Management, Logistics, Outsourcing, Leadership, CRM, Training, Process Improvement, Analysis, Project Management, Forecasting, Business Process, Six Sigma, Budgets, Project Planning, Cross-functional Team..., Human Resources
Education
University of Massachusetts Boston 2006 — 2007
MBA, Operations & MIS
Western New England University 2000 — 2004
BA, International Studies
Eileen Lee Scafidi's Fidelity Investments Experience 2005 - 2006
Job Communications and Outreach Director at The Friends of the Public Garden
Industry Public Relations and Communications
Experience
The Friends of the Public Garden January 2014 - Present
NFPA 2006 - 2014
Fidelity Investments 2005 - 2006
Newbury Street and Back Bay Guide 2001 - 2004
Starwood Hotels & Resorts 1996 - 2001
Skills
Public Relations, Public Speaking, Content Development, Social Media, Press Releases, Non-profits, Marketing Communications, Strategic Communications, Newsletters, Media Relations, Marketing, Blogging, Social Media Marketing, Copywriting, Web Content, Nonprofits, Copy Editing, Crisis Communications, Community Outreach, Editing, Facebook, Proposal Writing, Content Management, Community Development, Email Marketing, Event Planning, Strategic Planning, Event Management, Program Management, Project Management, Leadership, Social Networking, Writing, Content Strategy, Communications Planning
Education
University of Massachusetts Boston 1991 — 1996
Cardinal Cushing 1986 — 1990
The Friends of the Public Garden January 2014 - Present
NFPA 2006 - 2014
Fidelity Investments 2005 - 2006
Newbury Street and Back Bay Guide 2001 - 2004
Starwood Hotels & Resorts 1996 - 2001
Skills
Public Relations, Public Speaking, Content Development, Social Media, Press Releases, Non-profits, Marketing Communications, Strategic Communications, Newsletters, Media Relations, Marketing, Blogging, Social Media Marketing, Copywriting, Web Content, Nonprofits, Copy Editing, Crisis Communications, Community Outreach, Editing, Facebook, Proposal Writing, Content Management, Community Development, Email Marketing, Event Planning, Strategic Planning, Event Management, Program Management, Project Management, Leadership, Social Networking, Writing, Content Strategy, Communications Planning
Education
University of Massachusetts Boston 1991 — 1996
Cardinal Cushing 1986 — 1990
Lara Becker's Fidelity Investments Experience January 2013 - July 2014
Job Information Architect at Verizon
Industry Information Technology and Services
Experience
Verizon July 2014 - Present
Big Design Conference January 2009 - Present
Fidelity Investments January 2013 - July 2014
Verizon February 2012 - January 2013
Dominion Enterprises December 2010 - February 2012
Becker Design Studio September 2010 - December 2010
Razor March 2010 - August 2010
Texas Instruments November 2006 - March 2010
Home Theater Direct March 2005 - October 2006
EchoMail, Inc. (www.echomail.com) 2000 - 2004
Skills
User Interface Design, Axure, Wire Framing, Sitemaps, Mockups, Photoshop, Illustrator, InDesign, Wordpress, SharePoint, Joomla, Advertising, B2B, B2C, Information Architecture, User Experience, Usability Testing, Web Design, Graphic Design, Heuristic Evaluation, Interaction Design, CMS, Web 2.0, Prototyping, User Interface, Dreamweaver, CSS, Adobe Creative Suite, Personas, HTML, E-commerce, Email Marketing, Taxonomy, Task Analysis, CRM, Digital Marketing, WordPress, Persona, XML, Wireframes, Usability, Front-end, Mobile Devices, Flash, User Experience Design, HTML 5, Mobile Applications, Site Maps, User-centered Design, Web Analytics
Education
University of Massachusetts Boston 2000 — 2003
History
Harvard Extension School 1997 — 2000
Art History & Multimedia
Verizon July 2014 - Present
Big Design Conference January 2009 - Present
Fidelity Investments January 2013 - July 2014
Verizon February 2012 - January 2013
Dominion Enterprises December 2010 - February 2012
Becker Design Studio September 2010 - December 2010
Razor March 2010 - August 2010
Texas Instruments November 2006 - March 2010
Home Theater Direct March 2005 - October 2006
EchoMail, Inc. (www.echomail.com) 2000 - 2004
Skills
User Interface Design, Axure, Wire Framing, Sitemaps, Mockups, Photoshop, Illustrator, InDesign, Wordpress, SharePoint, Joomla, Advertising, B2B, B2C, Information Architecture, User Experience, Usability Testing, Web Design, Graphic Design, Heuristic Evaluation, Interaction Design, CMS, Web 2.0, Prototyping, User Interface, Dreamweaver, CSS, Adobe Creative Suite, Personas, HTML, E-commerce, Email Marketing, Taxonomy, Task Analysis, CRM, Digital Marketing, WordPress, Persona, XML, Wireframes, Usability, Front-end, Mobile Devices, Flash, User Experience Design, HTML 5, Mobile Applications, Site Maps, User-centered Design, Web Analytics
Education
University of Massachusetts Boston 2000 — 2003
History
Harvard Extension School 1997 — 2000
Art History & Multimedia
Dmitry Botvinnik's Fidelity Investments Experience June 2004 - August 2004
Job Software Engineer at DanaFarber Cancer Institute / Partners Healthcare
Industry Computer Software
Experience
Dana-Farber Cancer Institute / Partners Healthcare August 2010 - Present
Microsoft January 2008 - August 2010
Partners HealthCare January 2006 - January 2008
Concentra October 2005 - December 2005
Web Magnifique September 2002 - October 2005
Fidelity Investments June 2004 - August 2004
Language Connections 2000 - 2002
Skills
Databases, Software Development, Software Engineering, Enterprise Software, Unix, Perl, Linux, JavaScript, Agile Methodologies, Java, Web Development
Education
University of Massachusetts Boston 2000 — 2005
BS, Computer Science
Dana-Farber Cancer Institute / Partners Healthcare August 2010 - Present
Microsoft January 2008 - August 2010
Partners HealthCare January 2006 - January 2008
Concentra October 2005 - December 2005
Web Magnifique September 2002 - October 2005
Fidelity Investments June 2004 - August 2004
Language Connections 2000 - 2002
Skills
Databases, Software Development, Software Engineering, Enterprise Software, Unix, Perl, Linux, JavaScript, Agile Methodologies, Java, Web Development
Education
University of Massachusetts Boston 2000 — 2005
BS, Computer Science
Amitava Das, CSM's Fidelity Investments Experience July 2004 - March 2006
Job Scrum Master at Kroger
Industry Information Technology and Services
Experience
Kroger July 2015 - Present
Capital One June 2011 - July 2015
APSS Consulting Inc. January 2007 - June 2011
Molinaro Koger January 2007 - December 2007
Fidelity Investments July 2004 - March 2006
Fidelity Investments September 1998 - June 2004
Fidelity Investments January 1994 - September 1998
Fidelity Investments May 1993 - January 1994
TSSG 1989 - 1993
Blue Cross and Blue Shield 1985 - 1987
Skills
Agile Methodologies, Budgets, Business Analysis, Business Process..., CRM, Customer Service, Leadership, Management, Process Improvement, Program Management, Project Management, Business Intelligence, ITIL, PMP, Project Planning, Requirements Analysis, SDLC, Service Delivery, Project Portfolio..., Software Project..., Teamwork, System Administration, Vendor Management
Education
University of Massachusetts Boston 1978 — 1982
B.S.
Kroger July 2015 - Present
Capital One June 2011 - July 2015
APSS Consulting Inc. January 2007 - June 2011
Molinaro Koger January 2007 - December 2007
Fidelity Investments July 2004 - March 2006
Fidelity Investments September 1998 - June 2004
Fidelity Investments January 1994 - September 1998
Fidelity Investments May 1993 - January 1994
TSSG 1989 - 1993
Blue Cross and Blue Shield 1985 - 1987
Skills
Agile Methodologies, Budgets, Business Analysis, Business Process..., CRM, Customer Service, Leadership, Management, Process Improvement, Program Management, Project Management, Business Intelligence, ITIL, PMP, Project Planning, Requirements Analysis, SDLC, Service Delivery, Project Portfolio..., Software Project..., Teamwork, System Administration, Vendor Management
Education
University of Massachusetts Boston 1978 — 1982
B.S.
David Fei, CFP®'s Fidelity Investments Experience November 2010 - October 2013
Job
Industry Financial Services
Experience
USAA November 2013 - Present
Fidelity Investments November 2010 - October 2013
Citibank October 2004 - November 2010
ReliaQuote February 2004 - September 2004
Premier Financial January 2001 - January 2004
Education
University of Maryland University College 2003 — 2010
Bachelor Degree
Montgomery Community College 1996 — 1999
Associate of Science Degree
USAA November 2013 - Present
Fidelity Investments November 2010 - October 2013
Citibank October 2004 - November 2010
ReliaQuote February 2004 - September 2004
Premier Financial January 2001 - January 2004
Education
University of Maryland University College 2003 — 2010
Bachelor Degree
Montgomery Community College 1996 — 1999
Associate of Science Degree
Verna Gall, CSM's Fidelity Investments Experience March 2013 - Present
Job Scrum Master, Digital Marketing Technologies (Adobe/SiteCatalyst | Ensighten)
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
T. Rowe Price June 2000 - March 2013
T. Rowe Price Associates 2000 - February 2013
Integrated Health Services 1997 - 2000
Skills
Web Analytics, Omniture, Web Analytics..., Visual Sciences, Adobe Insight, Analytics, Business Intelligence, E-commerce, Business Analysis, SEO, PPC, Web Project Management, Data Warehousing, SEM, Email Marketing, StrongMail, Email Marketing Software, Data Analysis, Digital Marketing, Web Content Management, Digital Strategy, Online Advertising, Requirements Gathering, Microsoft Excel, Visio, Direct Response..., Brand Awareness, Project Management, Analysis, SDLC, Marketing Strategy
Education
University of Maryland University College 2005 — 2010
Masters Technology Management, Technology Management, Project Management
Fidelity Investments March 2013 - Present
T. Rowe Price June 2000 - March 2013
T. Rowe Price Associates 2000 - February 2013
Integrated Health Services 1997 - 2000
Skills
Web Analytics, Omniture, Web Analytics..., Visual Sciences, Adobe Insight, Analytics, Business Intelligence, E-commerce, Business Analysis, SEO, PPC, Web Project Management, Data Warehousing, SEM, Email Marketing, StrongMail, Email Marketing Software, Data Analysis, Digital Marketing, Web Content Management, Digital Strategy, Online Advertising, Requirements Gathering, Microsoft Excel, Visio, Direct Response..., Brand Awareness, Project Management, Analysis, SDLC, Marketing Strategy
Education
University of Maryland University College 2005 — 2010
Masters Technology Management, Technology Management, Project Management
Ricky Xia's Fidelity Investments Experience September 2008 - March 2011
Job Senior Associate, SALT FS at PwC
Industry Accounting
Experience
PwC April 2011 - Present
PwC January 2015 - June 2015
Fidelity Investments September 2008 - March 2011
Marcum LLP (FKA UHY Advisors NE LLC) January 2007 - August 2008
Reebok September 2006 - January 2007
Skills
Financial Reporting, Tax Returns, Tax Preparation, Accounting, Tax Research, GAAP, International Tax, Tax, Corporate Tax, Auditing, Income Tax, Tax Accounting, Financial Accounting, CPA, Financial Analysis, Financial Modeling, Internal Controls, SEC filings, Sarbanes-Oxley Act, Corporate Finance, General Ledger
Education
University of Massachusetts Boston 2007 — 2008
Master, Accounting
University of Massachusetts Boston 2004 — 2007
B.S., Accounting
PwC April 2011 - Present
PwC January 2015 - June 2015
Fidelity Investments September 2008 - March 2011
Marcum LLP (FKA UHY Advisors NE LLC) January 2007 - August 2008
Reebok September 2006 - January 2007
Skills
Financial Reporting, Tax Returns, Tax Preparation, Accounting, Tax Research, GAAP, International Tax, Tax, Corporate Tax, Auditing, Income Tax, Tax Accounting, Financial Accounting, CPA, Financial Analysis, Financial Modeling, Internal Controls, SEC filings, Sarbanes-Oxley Act, Corporate Finance, General Ledger
Education
University of Massachusetts Boston 2007 — 2008
Master, Accounting
University of Massachusetts Boston 2004 — 2007
B.S., Accounting
Dawit Gebru's Fidelity Investments Experience August 2000 - December 2001
Job Systems Engineer at Activant Solutions
Industry Information Technology and Services
Experience
Activant Solutions Inc September 2007 - Present
Intuit September 2004 - September 2007
University of Massachusetts Boston February 2002 - August 2003
Fidelity Investments August 2000 - December 2001
Skills
Enterprise Software
Education
University of Massachusetts Boston 1998 — 2001
Activant Solutions Inc September 2007 - Present
Intuit September 2004 - September 2007
University of Massachusetts Boston February 2002 - August 2003
Fidelity Investments August 2000 - December 2001
Skills
Enterprise Software
Education
University of Massachusetts Boston 1998 — 2001
Chad Brochu's Fidelity Investments Experience January 2005 - August 2009
Job Senior IT Specialist
Industry Information Technology and Services
Experience
PAREXEL March 2010 - Present
School Specialty, Inc. 2014 - 2014
Fidelity Investments January 2005 - August 2009
Fidelity Investments January 2001 - January 2005
Zoom Telephonics January 1997 - January 1999
Zoom Telephonics January 1995 - January 1997
Skills
SharePoint, Windows Server, Active Directory, Process Improvement, XP, VMware, Windows 7, Testing, Operating Systems, VMware ESX, Networking, Troubleshooting, Technical Support, TCP/IP, Servers, Windows XP
Education
Computer Learning Center 1994 — 1995
Certificate, PC/Network Repair
University of Massachusetts Boston 1990 — 1994
Bachelor's, Computer Science
PAREXEL March 2010 - Present
School Specialty, Inc. 2014 - 2014
Fidelity Investments January 2005 - August 2009
Fidelity Investments January 2001 - January 2005
Zoom Telephonics January 1997 - January 1999
Zoom Telephonics January 1995 - January 1997
Skills
SharePoint, Windows Server, Active Directory, Process Improvement, XP, VMware, Windows 7, Testing, Operating Systems, VMware ESX, Networking, Troubleshooting, Technical Support, TCP/IP, Servers, Windows XP
Education
Computer Learning Center 1994 — 1995
Certificate, PC/Network Repair
University of Massachusetts Boston 1990 — 1994
Bachelor's, Computer Science
Evelyn Beran's Fidelity Investments Experience
Job Program Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments
Skills
Business Process..., Change Management, Cross-functional Team..., Leadership, Management, Outsourcing, Process Improvement, Program Management, Project Management, Requirements Analysis, SDLC, Software Project..., Vendor Management, Agile Methodologies, Business Analysis
Education
University of Maryland College Park 1996 — 1998
Fidelity Investments
Skills
Business Process..., Change Management, Cross-functional Team..., Leadership, Management, Outsourcing, Process Improvement, Program Management, Project Management, Requirements Analysis, SDLC, Software Project..., Vendor Management, Agile Methodologies, Business Analysis
Education
University of Maryland College Park 1996 — 1998
Dennis Healy's Fidelity Investments Experience June 2011 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments April 2009 - July 2011
Numeric Investors, LLC September 2007 - November 2008
Numeric Investors May 1997 - September 2007
The Macgregor Group September 1992 - May 1997
Putnam Investments April 1991 - September 1992
CRIMSON TRAVELS PVT. LTD. March 1989 - April 1991
Teledyne Philbrick May 1986 - March 1989
Skills
Unix, Perl, Software Development, Databases, Java, Testing, JavaScript, C++, MySQL, Sybase, Electronic Trading, Disaster Recovery, Requirements Gathering, C
Education
University of Massachusetts Boston 1983 — 1989
BS, Applied Mathematics
Fidelity Investments June 2011 - Present
Fidelity Investments April 2009 - July 2011
Numeric Investors, LLC September 2007 - November 2008
Numeric Investors May 1997 - September 2007
The Macgregor Group September 1992 - May 1997
Putnam Investments April 1991 - September 1992
CRIMSON TRAVELS PVT. LTD. March 1989 - April 1991
Teledyne Philbrick May 1986 - March 1989
Skills
Unix, Perl, Software Development, Databases, Java, Testing, JavaScript, C++, MySQL, Sybase, Electronic Trading, Disaster Recovery, Requirements Gathering, C
Education
University of Massachusetts Boston 1983 — 1989
BS, Applied Mathematics
Scott Taillon's Fidelity Investments Experience December 2010 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments February 2008 - December 2010
Education
University of Maryland University College 1996 — 1998
Fidelity Investments December 2010 - Present
Fidelity Investments February 2008 - December 2010
Education
University of Maryland University College 1996 — 1998
Jean Clough's Fidelity Investments Experience June 1999 - Present
Job Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 1999 - Present
Liberty Mutual December 1990 - May 1999
John Hancock 1982 - 1991
Skills
SDLC, Requirements Analysis, Analysis, Requirements Gathering, Unix, Systems Analysis, Databases, Programming, Testing, Web Services, Java, Access, Software Documentation, Visual Basic, SQL, Oracle, Agile Methodologies, Cross-functional Team..., Vendor Management
Education
University of Massachusetts Boston
BA
University of Massachusetts, Amherst
BS
Fidelity Investments June 1999 - Present
Liberty Mutual December 1990 - May 1999
John Hancock 1982 - 1991
Skills
SDLC, Requirements Analysis, Analysis, Requirements Gathering, Unix, Systems Analysis, Databases, Programming, Testing, Web Services, Java, Access, Software Documentation, Visual Basic, SQL, Oracle, Agile Methodologies, Cross-functional Team..., Vendor Management
Education
University of Massachusetts Boston
BA
University of Massachusetts, Amherst
BS
Daniel P. Barry's Fidelity Investments Experience May 1994 - June 1996
Job Director, TPA Account Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford February 2008 - December 2012
MFS Investment Management June 1996 - February 2008
Fidelity Investments May 1994 - June 1996
State Street 1990 - 1995
Skills
401k, Pensions, Profit Sharing, Cash Balance, Qualified Retirement..., Mutual Funds, Retirement, Investments, Wealth Management
Education
University of Massachusetts Boston
Boston College High Scool
MassMutual Financial Group January 2013 - Present
The Hartford February 2008 - December 2012
MFS Investment Management June 1996 - February 2008
Fidelity Investments May 1994 - June 1996
State Street 1990 - 1995
Skills
401k, Pensions, Profit Sharing, Cash Balance, Qualified Retirement..., Mutual Funds, Retirement, Investments, Wealth Management
Education
University of Massachusetts Boston
Boston College High Scool
Dipti Shah's Fidelity Investments Experience August 2012 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments July 2009 - August 2012
Intelliworks, Inc May 2008 - June 2009
Skills
SQL, Java, XML, Microsoft SQL Server, JavaScript, MySQL, C++, SDLC, JSP, Java Enterprise Edition, Web Development, Testing, Data Warehousing
Education
University of Maryland College Park 2007 — 2009
Master of Information Management
Mumbai University 2003 — 2007
Bachelor's of Engineering in Information Technology
Fidelity Investments August 2012 - Present
Fidelity Investments July 2009 - August 2012
Intelliworks, Inc May 2008 - June 2009
Skills
SQL, Java, XML, Microsoft SQL Server, JavaScript, MySQL, C++, SDLC, JSP, Java Enterprise Edition, Web Development, Testing, Data Warehousing
Education
University of Maryland College Park 2007 — 2009
Master of Information Management
Mumbai University 2003 — 2007
Bachelor's of Engineering in Information Technology
Dan Myron's Fidelity Investments Experience February 2005 - February 2007
Job SVP CD and IRA Product Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2010 - February 2015
Bank of America Merrill Lynch February 2007 - June 2010
Fidelity Investments February 2005 - February 2007
Fidelity Investments September 2001 - February 2005
Fidelity Investments October 1998 - September 2001
Ruesch International September 1997 - October 1998
Fidelity Investments July 1996 - September 1997
Fidelity Investments July 1995 - September 1996
Skills
Series 7, Series 63, Retirement, Investments, Mutual Funds, Risk Management, Wealth Management, Banking, Relationship Management, Consulting, Business Strategy, Change Management, Leadership, Program Management, Segmentation, Financial Risk, Executive Management, Equities, Project Management, Management, Retirement Planning, Business Planning, Product Management, Securities, IRAs, Strategic Planning, Financial Services, Time Management, Software Project..., Cross Selling, Strategy, CRM, Retail, Sales, Competitive Analysis, Trading, Call Centers, Process Improvement, Customer Experience, Product Marketing, Brokerage, Cross-functional Team..., Six Sigma, Series 24, series 9, series 8, series 10, series 65
Education
University of Massachusetts Boston 1990 — 1995
Bachelor of Arts (BA), Economics with minors in Business Management and Political Science
Boston College High School 1985 — 1989
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2010 - February 2015
Bank of America Merrill Lynch February 2007 - June 2010
Fidelity Investments February 2005 - February 2007
Fidelity Investments September 2001 - February 2005
Fidelity Investments October 1998 - September 2001
Ruesch International September 1997 - October 1998
Fidelity Investments July 1996 - September 1997
Fidelity Investments July 1995 - September 1996
Skills
Series 7, Series 63, Retirement, Investments, Mutual Funds, Risk Management, Wealth Management, Banking, Relationship Management, Consulting, Business Strategy, Change Management, Leadership, Program Management, Segmentation, Financial Risk, Executive Management, Equities, Project Management, Management, Retirement Planning, Business Planning, Product Management, Securities, IRAs, Strategic Planning, Financial Services, Time Management, Software Project..., Cross Selling, Strategy, CRM, Retail, Sales, Competitive Analysis, Trading, Call Centers, Process Improvement, Customer Experience, Product Marketing, Brokerage, Cross-functional Team..., Six Sigma, Series 24, series 9, series 8, series 10, series 65
Education
University of Massachusetts Boston 1990 — 1995
Bachelor of Arts (BA), Economics with minors in Business Management and Political Science
Boston College High School 1985 — 1989
Hank Kuczynski's Fidelity Investments Experience October 1994 - May 2005
Job Enterprise Engineer at Compuware
Industry Information Technology and Services
Experience
Acadian Asset Management January 2015 - Present
Compuware May 2012 - January 2015
Eagle Investment Systems February 2012 - May 2012
Harvard Vanguard Medical Associates November 2011 - February 2012
General Dynamics Information Technology July 2011 - November 2011
Arrowstreet Capital August 2008 - July 2011
GMO August 2007 - August 2008
SRJ Technologies May 2005 - August 2007
Fidelity Investments October 1994 - May 2005
Putnam Investments May 1997 - July 1997
Skills
Active Directory, VMware, Windows Server, Servers, Disaster Recovery, Microsoft Exchange, VMware ESX, Cisco Technologies, Network Administration, Troubleshooting, XP, VPN, Group Policy, Firewalls, Vendor Management, System Administration, Microsoft SQL Server, SAN, Technical Support, HP, Hardware, Software Documentation, Enterprise Software, IT Operations, Networking, Virtualization, Security
Education
University of Massachusetts Boston 1985 — 1988
Arlington Catholic High School 1981 — 1985
Diploma
Acadian Asset Management January 2015 - Present
Compuware May 2012 - January 2015
Eagle Investment Systems February 2012 - May 2012
Harvard Vanguard Medical Associates November 2011 - February 2012
General Dynamics Information Technology July 2011 - November 2011
Arrowstreet Capital August 2008 - July 2011
GMO August 2007 - August 2008
SRJ Technologies May 2005 - August 2007
Fidelity Investments October 1994 - May 2005
Putnam Investments May 1997 - July 1997
Skills
Active Directory, VMware, Windows Server, Servers, Disaster Recovery, Microsoft Exchange, VMware ESX, Cisco Technologies, Network Administration, Troubleshooting, XP, VPN, Group Policy, Firewalls, Vendor Management, System Administration, Microsoft SQL Server, SAN, Technical Support, HP, Hardware, Software Documentation, Enterprise Software, IT Operations, Networking, Virtualization, Security
Education
University of Massachusetts Boston 1985 — 1988
Arlington Catholic High School 1981 — 1985
Diploma
Edward Meighan's Fidelity Investments Experience April 2011 - Present
Job Sr. Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2011 - Present
Veritude April 2009 - April 2011
Fidelity Investments July 2006 - December 2008
Fidelity Investments July 2000 - July 2006
Versyss Commercial Systems September 1998 - June 2000
Skills
Servers, Operating Systems, Project Management, Software Documentation, Windows, Analysis, Infrastructure, Training, Team Building, Agile Methodologies, Unix, Vendor Management
Education
University of Massachusetts Boston 1992 — 1993
English Composition and Math
Fidelity Investments April 2011 - Present
Veritude April 2009 - April 2011
Fidelity Investments July 2006 - December 2008
Fidelity Investments July 2000 - July 2006
Versyss Commercial Systems September 1998 - June 2000
Skills
Servers, Operating Systems, Project Management, Software Documentation, Windows, Analysis, Infrastructure, Training, Team Building, Agile Methodologies, Unix, Vendor Management
Education
University of Massachusetts Boston 1992 — 1993
English Composition and Math
Patrick Kramer's Fidelity Investments Experience December 2012 - March 2014
Job Regional Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments April 2014 - Present
Fidelity Investments December 2012 - March 2014
Fidelity Investments July 2005 - November 2012
Fidelity Investments February 2003 - June 2005
Fidelity Investments February 2001 - February 2003
First Union Securities August 1999 - February 2001
First Union Securities June 1998 - August 1999
First Union July 1996 - June 1998
Education
University of Maryland College Park
Bachelor of Science (B.S.), Human Resources Management and Services
Fisher Investments April 2014 - Present
Fidelity Investments December 2012 - March 2014
Fidelity Investments July 2005 - November 2012
Fidelity Investments February 2003 - June 2005
Fidelity Investments February 2001 - February 2003
First Union Securities August 1999 - February 2001
First Union Securities June 1998 - August 1999
First Union July 1996 - June 1998
Education
University of Maryland College Park
Bachelor of Science (B.S.), Human Resources Management and Services
Meaghan Curley's Fidelity Investments Experience August 2009 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2009 - Present
RTI International June 2009 - August 2009
Fidelity Investments July 2006 - February 2009
Fidelity Investments August 2000 - July 2006
Fidelity Investments August 1998 - August 2000
Skills
Testing, Requirements Analysis, Program Management, Project Management, Integration, CRM, Cross-functional Team..., Software Project..., Visio, Requirements Gathering, Software Documentation, Quality Assurance, Software Development, Business Requirements
Education
University of Massachusetts Boston
B.A. English; B.A. Psychology
Fidelity Investments August 2009 - Present
RTI International June 2009 - August 2009
Fidelity Investments July 2006 - February 2009
Fidelity Investments August 2000 - July 2006
Fidelity Investments August 1998 - August 2000
Skills
Testing, Requirements Analysis, Program Management, Project Management, Integration, CRM, Cross-functional Team..., Software Project..., Visio, Requirements Gathering, Software Documentation, Quality Assurance, Software Development, Business Requirements
Education
University of Massachusetts Boston
B.A. English; B.A. Psychology
Chilton Ames's Fidelity Investments Experience October 1991 - August 1995
Job Owner at PIN Mortgage, Inc.
Industry Financial Services
Experience
PIN Mortgage, Inc. September 2007 - Present
Residential Mortgage Group May 2002 - August 2007
Fidelity Investments October 1991 - August 1995
Education
UMass Boston 1992 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
PIN Mortgage, Inc. September 2007 - Present
Residential Mortgage Group May 2002 - August 2007
Fidelity Investments October 1991 - August 1995
Education
UMass Boston 1992 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Jane Ambrose, PMP's Fidelity Investments Experience October 2010 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments 1991 - 2008
Skills
PMO, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Software Project..., PMP, Requirements Gathering, Agile Project Management, Visio, Business Intelligence, IT Management, Enterprise Architecture, Business Requirements, Integration, Process Improvement, ITIL, Solution Architecture, SharePoint, Quality Assurance, MS Project, IT Service Management, Scrum, Business Process..., IT Strategy, Project Delivery, Waterfall, Systems Analysis, Risk Management, Disaster Recovery, Outsourcing, User Acceptance Testing, Resource Management, Project Portfolio..., Project Management, Governance, Business Process, Software Development, Data Warehousing, Agile Methodologies, Program Management, Software Documentation, Cross-functional Team...
Education
University of Massachusetts Boston
BS, Management, Information Technology
Fidelity Investments October 2010 - Present
Fidelity Investments 1991 - 2008
Skills
PMO, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Software Project..., PMP, Requirements Gathering, Agile Project Management, Visio, Business Intelligence, IT Management, Enterprise Architecture, Business Requirements, Integration, Process Improvement, ITIL, Solution Architecture, SharePoint, Quality Assurance, MS Project, IT Service Management, Scrum, Business Process..., IT Strategy, Project Delivery, Waterfall, Systems Analysis, Risk Management, Disaster Recovery, Outsourcing, User Acceptance Testing, Resource Management, Project Portfolio..., Project Management, Governance, Business Process, Software Development, Data Warehousing, Agile Methodologies, Program Management, Software Documentation, Cross-functional Team...
Education
University of Massachusetts Boston
BS, Management, Information Technology
Andrew Venaglia's Fidelity Investments Experience April 2006 - August 2008
Job at NOAA
Industry Accounting
Experience
NOAA April 2010 - Present
Fidelity Investments April 2006 - August 2008
McDonalds July 2000 - July 2006
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Program Management, Research, Analysis, Personnel Management, Leadership, Government, Social Media, Financial Reporting, Strategic Planning, Management, Data Analysis, Budgets, Public Speaking, Microsoft Word
Education
University of Maryland College Park 2006 — 2008
Bachelors of Science, Accounting
NOAA April 2010 - Present
Fidelity Investments April 2006 - August 2008
McDonalds July 2000 - July 2006
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Program Management, Research, Analysis, Personnel Management, Leadership, Government, Social Media, Financial Reporting, Strategic Planning, Management, Data Analysis, Budgets, Public Speaking, Microsoft Word
Education
University of Maryland College Park 2006 — 2008
Bachelors of Science, Accounting
Smitha Madhavamurthy's Fidelity Investments Experience 2006 - 2007
Job Software Architect at Lumira
Industry Information Technology and Services
Experience
Lumira March 2014 - Present
Alere Accountable Care Solutions March 2013 - March 2014
Alere Accountable Care Solutions April 2012 - March 2013
Harvard Medical School 2010 - 2012
Progress Software March 2009 - November 2009
Tourtellotte Solutions (acquired by BioCinica in 2010) October 2006 - February 2009
Pfizer 2006 - 2008
Fidelity Investments 2006 - 2007
Skills
Computer Science, MySQL, Oracle, Web Applications, Java, Programming, C#, Databases, HTML, Testing, Software Engineering, Linux, XML, SQL, Windows, Software Development, CSS, AJAX, OOP, Eclipse, NetBeans, IntelliJ IDEA, Informatics, User Interface, Architecture, Unix, Web Development, J2EE, JSP, Requirements Analysis, Hibernate, Spring, JPA2.0, JSF, PrimeFaces, RichFaces, OpenFaces, HL7 RIM V3, Ext JS, ajax, EJB, Perl, JUnit, Spring Test Framework, Weblogic, WebSphere Application..., Glassfish, Tomcat, Hypersonic DB, Struts
Education
University of Massachusetts Boston 2005 — 2007
MS
Mysore University 1997 — 2001
Bachelor of Engineering (B.E.)
Lumira March 2014 - Present
Alere Accountable Care Solutions March 2013 - March 2014
Alere Accountable Care Solutions April 2012 - March 2013
Harvard Medical School 2010 - 2012
Progress Software March 2009 - November 2009
Tourtellotte Solutions (acquired by BioCinica in 2010) October 2006 - February 2009
Pfizer 2006 - 2008
Fidelity Investments 2006 - 2007
Skills
Computer Science, MySQL, Oracle, Web Applications, Java, Programming, C#, Databases, HTML, Testing, Software Engineering, Linux, XML, SQL, Windows, Software Development, CSS, AJAX, OOP, Eclipse, NetBeans, IntelliJ IDEA, Informatics, User Interface, Architecture, Unix, Web Development, J2EE, JSP, Requirements Analysis, Hibernate, Spring, JPA2.0, JSF, PrimeFaces, RichFaces, OpenFaces, HL7 RIM V3, Ext JS, ajax, EJB, Perl, JUnit, Spring Test Framework, Weblogic, WebSphere Application..., Glassfish, Tomcat, Hypersonic DB, Struts
Education
University of Massachusetts Boston 2005 — 2007
MS
Mysore University 1997 — 2001
Bachelor of Engineering (B.E.)
Donna Rousseau's Fidelity Investments Experience 1985 - 1989
Job Director of Membership Services at Atlantis Sports Club & Spa
Industry Executive Office
Experience
Atlantis Sports Club & Spa July 2013 - Present
Commonwealth of Massachusetts January 2009 - July 2013
Stepstone Mortgage Company January 2003 - December 2007
The Gillette Company 1994 - 1999
Harvard Pilgrim Health Care 1989 - 1992
Fidelity Investments 1985 - 1989
Education
Salem State College 1992 — 1993
Teacher Certification Program, Secondary Education Certification; History
University of Massachusetts Boston 1981 — 1984
B.A., History
Atlantis Sports Club & Spa July 2013 - Present
Commonwealth of Massachusetts January 2009 - July 2013
Stepstone Mortgage Company January 2003 - December 2007
The Gillette Company 1994 - 1999
Harvard Pilgrim Health Care 1989 - 1992
Fidelity Investments 1985 - 1989
Education
Salem State College 1992 — 1993
Teacher Certification Program, Secondary Education Certification; History
University of Massachusetts Boston 1981 — 1984
B.A., History
Hugh McNally's Fidelity Investments Experience 1992 - 2009
Job Information Technology and Services Professional
Industry Financial Services
Experience
Fidelity Investments 1992 - 2009
Education
University of Massachusetts Boston
BS, Business, Computer Science
Fidelity Investments 1992 - 2009
Education
University of Massachusetts Boston
BS, Business, Computer Science
Eve Arauz's Fidelity Investments Experience November 2006 - November 2008
Job MIS Manager at Safety Insurance
Industry Computer Software
Experience
Safety Insurance November 2011 - Present
Safety Insurance March 2011 - October 2011
Staples April 2010 - March 2011
Fidelity Investments November 2006 - November 2008
Fidelity Investments November 1997 - October 2006
Fidelity Investments November 1995 - October 1997
Safety Insurance March 1987 - October 1995
Education
University of Massachusetts Boston 1982 — 1986
BA, Computer Science and Mathematics
Safety Insurance November 2011 - Present
Safety Insurance March 2011 - October 2011
Staples April 2010 - March 2011
Fidelity Investments November 2006 - November 2008
Fidelity Investments November 1997 - October 2006
Fidelity Investments November 1995 - October 1997
Safety Insurance March 1987 - October 1995
Education
University of Massachusetts Boston 1982 — 1986
BA, Computer Science and Mathematics
Catherine DeParolisa's Fidelity Investments Experience June 2015 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
SunGard January 2009 - May 2015
National Financial, a Fidelity Investments Company October 2002 - January 2009
Investors Bank and Trust (IBT) October 2001 - September 2002
National Financial, a Fidelity Investments Company June 1996 - October 2001
National Financial, a Fidelity Investments Company October 1990 - February 1996
Skills
Product Development, Business Analysis, Product Management, Financial Services, Strategy, Software Project..., Vendor Management, Requirements Analysis, Program Management, Business Strategy, Business Development, Business Intelligence, Start-ups, Risk Management, CRM, Management, SDLC, Requirements Gathering, Relationship Management, Project Management, Integration, Cross-functional Team..., Equities, PMO, Process Improvement, Enterprise Software
Education
University of Massachusetts Boston 1982 — 1985
Bachelor of Science (B.S.), Economics
Fidelity Investments June 2015 - Present
SunGard January 2009 - May 2015
National Financial, a Fidelity Investments Company October 2002 - January 2009
Investors Bank and Trust (IBT) October 2001 - September 2002
National Financial, a Fidelity Investments Company June 1996 - October 2001
National Financial, a Fidelity Investments Company October 1990 - February 1996
Skills
Product Development, Business Analysis, Product Management, Financial Services, Strategy, Software Project..., Vendor Management, Requirements Analysis, Program Management, Business Strategy, Business Development, Business Intelligence, Start-ups, Risk Management, CRM, Management, SDLC, Requirements Gathering, Relationship Management, Project Management, Integration, Cross-functional Team..., Equities, PMO, Process Improvement, Enterprise Software
Education
University of Massachusetts Boston 1982 — 1985
Bachelor of Science (B.S.), Economics
Lee Winer's Fidelity Investments Experience 2005 - 2015
Job IT Product Manager Skilled in Developing Software and Developing Software Professionals
Industry Information Technology and Services
Experience
In Transition 2015 - Present
Fidelity Investments 2005 - 2015
EDS, an HP Company 1991 - 2004
Various 1984 - 1990
Skills
Agile Methodologies, Leadership, Product Management, Coaching, SDLC, Kanban, DB2, Vendor Management, Oracle SQL, Sybase SQL Anywhere, Management, Software Project..., Scrum, Software Engineering, ITIL v3 Foundations..., Enterprise Architecture, SWIFT payments, PowerBuilder, Auto Dealer POS and F&I..., C++, Auto Dealer Accounting..., Linux, AIX, UNIX, Software Development, Requirements Analysis, Process Improvement, Requirements Gathering, SQL, Visio, Analysis, SOA
Education
University of Massachusetts Boston
Business Administration and Management
Wayne State University
Computer and Information Sciences
In Transition 2015 - Present
Fidelity Investments 2005 - 2015
EDS, an HP Company 1991 - 2004
Various 1984 - 1990
Skills
Agile Methodologies, Leadership, Product Management, Coaching, SDLC, Kanban, DB2, Vendor Management, Oracle SQL, Sybase SQL Anywhere, Management, Software Project..., Scrum, Software Engineering, ITIL v3 Foundations..., Enterprise Architecture, SWIFT payments, PowerBuilder, Auto Dealer POS and F&I..., C++, Auto Dealer Accounting..., Linux, AIX, UNIX, Software Development, Requirements Analysis, Process Improvement, Requirements Gathering, SQL, Visio, Analysis, SOA
Education
University of Massachusetts Boston
Business Administration and Management
Wayne State University
Computer and Information Sciences
Alex Glushchenko's Fidelity Investments Experience 2004 - 2009
Job Senior Software Engineer at Yardi Resident Screening
Industry Information Technology and Services
Experience
Yardi Resident Screening January 2014 - Present
Ixxus September 2013 - December 2013
Yardi September 2009 - September 2013
Fidelity Investments 2004 - 2009
John Hancock Financial Services 2001 - 2004
John Hancock Financial Services 2000 - 2001
DST International 1999 - 2000
Liberty Mutual 1997 - 1999
Putnam Investments 1996 - 1997
Education
University of Massachusetts Boston 2000 — 2004
MS, Computer Science
Worcester Polytechnic Institute 1998 — 1998
Certificate, Unix/C/C++
University of Massachusetts Boston 1994 — 1997
BS in Management, Accounting
MongoDB University
M101J: MongoDB for Java Developers
Yardi Resident Screening January 2014 - Present
Ixxus September 2013 - December 2013
Yardi September 2009 - September 2013
Fidelity Investments 2004 - 2009
John Hancock Financial Services 2001 - 2004
John Hancock Financial Services 2000 - 2001
DST International 1999 - 2000
Liberty Mutual 1997 - 1999
Putnam Investments 1996 - 1997
Education
University of Massachusetts Boston 2000 — 2004
MS, Computer Science
Worcester Polytechnic Institute 1998 — 1998
Certificate, Unix/C/C++
University of Massachusetts Boston 1994 — 1997
BS in Management, Accounting
MongoDB University
M101J: MongoDB for Java Developers
Dimpi Chheda's Fidelity Investments Experience 2006 - Present
Job Senior Software Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2006 - Present
Patni Computer Systems 2002 - 2003
Education
University of Massachusetts Boston 2004 — 2006
MS, Computer Science
University of Mumbai 1998 — 2002
BE, Electronics Eng.
Fidelity Investments 2006 - Present
Patni Computer Systems 2002 - 2003
Education
University of Massachusetts Boston 2004 — 2006
MS, Computer Science
University of Mumbai 1998 — 2002
BE, Electronics Eng.
Don Lambert's Fidelity Investments Experience October 1995 - Present
Job Principal Network Analyst at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments October 1995 - Present
Massachusetts Air National Guard 1986 - 2002
USAF 1982 - 1986
Education
University of Massachusetts Boston 1990 — 1994
BS, MGT
Fidelity Investments October 1995 - Present
Massachusetts Air National Guard 1986 - 2002
USAF 1982 - 1986
Education
University of Massachusetts Boston 1990 — 1994
BS, MGT
Bob Tormey's Fidelity Investments Experience July 2011 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments January 2003 - December 2011
Education
University of Massachusetts, Amherst 1979 — 1983
BSEE, Electrical Engineering
University of Massachusetts Boston
Fidelity Investments July 2011 - Present
Fidelity Investments January 2003 - December 2011
Education
University of Massachusetts, Amherst 1979 — 1983
BSEE, Electrical Engineering
University of Massachusetts Boston
Felicia Dionne's Fidelity Investments Experience April 2012 - Present
Job Regional Support Representative I at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments February 2012 - Present
State Street October 2001 - December 2003
State Street March 1998 - November 2001
Education
UMass Boston
Fidelity Investments April 2012 - Present
Fidelity Investments February 2012 - Present
State Street October 2001 - December 2003
State Street March 1998 - November 2001
Education
UMass Boston
Victoria Harrell's Fidelity Investments Experience July 2013 - January 2015
Job Client Services Administrator at Yeske Buie
Industry Financial Services
Experience
Yeske Buie January 2015 - Present
Fidelity Investments July 2013 - January 2015
RBC Wealth Management May 2011 - April 2013
Morgan Stanley September 2004 - May 2011
Education
University of Maryland University College 2009 — 2011
Master of Business Administration (MBA)
University of North Carolina at Charlotte 1996 — 2000
BSBA, Marketing
Yeske Buie January 2015 - Present
Fidelity Investments July 2013 - January 2015
RBC Wealth Management May 2011 - April 2013
Morgan Stanley September 2004 - May 2011
Education
University of Maryland University College 2009 — 2011
Master of Business Administration (MBA)
University of North Carolina at Charlotte 1996 — 2000
BSBA, Marketing
Dan Salemme's Fidelity Investments Experience September 2010 - February 2012
Job Software Engineer at HP Business Exchange Services (BES)
Industry Information Technology and Services
Experience
HP Business Exchange Services, Health Care February 2012 - June 2012
Fidelity Investments September 2010 - February 2012
SDL WorldServer November 2008 - February 2010
Idearc Media Superpages 2000 - 2008
Skills
JavaScript, XML, Java, JSP, C++, SQL, Unix, C, Linux, JDBC, Servlets, Shell Scripting, Eclipse, Web Services, Application Development, Tomcat, Programming, PL/SQL, Databases, API, SOAP
Education
UMass Boston 1980 — 1993
Bachelor in Computer Science, Computer Science
HP Business Exchange Services, Health Care February 2012 - June 2012
Fidelity Investments September 2010 - February 2012
SDL WorldServer November 2008 - February 2010
Idearc Media Superpages 2000 - 2008
Skills
JavaScript, XML, Java, JSP, C++, SQL, Unix, C, Linux, JDBC, Servlets, Shell Scripting, Eclipse, Web Services, Application Development, Tomcat, Programming, PL/SQL, Databases, API, SOAP
Education
UMass Boston 1980 — 1993
Bachelor in Computer Science, Computer Science
Carol (Angeloni) Beebe's Fidelity Investments Experience July 2015 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments July 2015 - Present
Veritude / Fidelity Investments June 2014 - July 2015
Lincoln Financial Group July 2013 - June 2014
Fidelity Investments November 2007 - March 2013
Fidelity Investments May 2005 - November 2007
Fidelity Investments November 2000 - May 2005
Skills
Databases, Data Analysis, Reference Data, Microsoft Excel, Microsoft Office, Access Database, Training, SharePoint, Process Improvement, Data Management, Risk Management, Testing, Business Requirements, SQL, Project Management, Software Documentation, Analysis, Access, Cross-functional Team...
Education
University of Massachusetts Boston
Bachelor of Science (BS), Mathematics
Fidelity Investments July 2015 - Present
Veritude / Fidelity Investments June 2014 - July 2015
Lincoln Financial Group July 2013 - June 2014
Fidelity Investments November 2007 - March 2013
Fidelity Investments May 2005 - November 2007
Fidelity Investments November 2000 - May 2005
Skills
Databases, Data Analysis, Reference Data, Microsoft Excel, Microsoft Office, Access Database, Training, SharePoint, Process Improvement, Data Management, Risk Management, Testing, Business Requirements, SQL, Project Management, Software Documentation, Analysis, Access, Cross-functional Team...
Education
University of Massachusetts Boston
Bachelor of Science (BS), Mathematics
Catello Esposito's Fidelity Investments Experience May 2015 - Present
Job Director Product Management, Money Markets
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments December 2007 - June 2012
Fidelity August 2006 - December 2007
Skills
Series 63, Series 7, Product Life Cycle
Education
University of Massachusetts Boston 1996 — 2000
Business Management, Finance
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments December 2007 - June 2012
Fidelity August 2006 - December 2007
Skills
Series 63, Series 7, Product Life Cycle
Education
University of Massachusetts Boston 1996 — 2000
Business Management, Finance
Ellen Moran's Fidelity Investments Experience January 2012 - January 2014
Job Senior Product Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
Fidelity Investments January 2012 - January 2014
Fideity Investments June 1999 - January 2014
State Street Corporation February 2010 - December 2011
State Street Global Advisors August 2007 - February 2010
ByAll Accounts April 2002 - June 2004
Moors & Cabot February 2000 - April 2002
Skills
FINRA Series 7, FINRA Series 63, Securities, Hedge Funds, Equities, Relationship Management, Mutual Funds, Options, Finance, Financial Services, Alternative Investments, Investments, Back Office, FINRA, Trading, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Risk Management, Series 7, Series 63
Education
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sun Life Financial February 2014 - Present
Fidelity Investments January 2012 - January 2014
Fideity Investments June 1999 - January 2014
State Street Corporation February 2010 - December 2011
State Street Global Advisors August 2007 - February 2010
ByAll Accounts April 2002 - June 2004
Moors & Cabot February 2000 - April 2002
Skills
FINRA Series 7, FINRA Series 63, Securities, Hedge Funds, Equities, Relationship Management, Mutual Funds, Options, Finance, Financial Services, Alternative Investments, Investments, Back Office, FINRA, Trading, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Risk Management, Series 7, Series 63
Education
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business Administration and Management, General
Katherine Spratt's Fidelity Investments Experience October 2008 - April 2010
Job Analyst
Industry Investment Management
Experience
Consultant for TD Bank April 2011 - April 2011
Fidelity Investments October 2008 - April 2010
Skills
Equities, Due Diligence, Financial Modeling, Fixed Income, Investments, Finance, Financial Risk, Trading, Banking, Portfolio Management, Risk Management
Education
University of Maryland College Park 1985 — 1991
Bachelor, Industrial Organization
Consultant for TD Bank April 2011 - April 2011
Fidelity Investments October 2008 - April 2010
Skills
Equities, Due Diligence, Financial Modeling, Fixed Income, Investments, Finance, Financial Risk, Trading, Banking, Portfolio Management, Risk Management
Education
University of Maryland College Park 1985 — 1991
Bachelor, Industrial Organization
Marty Mazzone's Fidelity Investments Experience March 2006 - Present
Job Attorney at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2006 - Present
Foley Hoag LLP April 2002 - March 2006
Latham & Watkins November 1996 - July 2000
Skills
Legal Research, Legal Writing, Corporate Law, Mediation, Document Review, Litigation, Litigation Support, Trials, Civil Litigation, Appeals, Securities Regulation, Corporate Governance, Policy, Arbitration, Courts, Mergers & Acquisitions, Commercial Litigation, Contract Negotiation, Risk Management
Education
University of Maryland School of Law 1991 — 1995
J.D.
Harvard University B.A. '82 1978 — 1982
Bachelor of Arts, History and Literature
Wakefield High School
Wakefield High School
Wakefield High School
Fidelity Investments March 2006 - Present
Foley Hoag LLP April 2002 - March 2006
Latham & Watkins November 1996 - July 2000
Skills
Legal Research, Legal Writing, Corporate Law, Mediation, Document Review, Litigation, Litigation Support, Trials, Civil Litigation, Appeals, Securities Regulation, Corporate Governance, Policy, Arbitration, Courts, Mergers & Acquisitions, Commercial Litigation, Contract Negotiation, Risk Management
Education
University of Maryland School of Law 1991 — 1995
J.D.
Harvard University B.A. '82 1978 — 1982
Bachelor of Arts, History and Literature
Wakefield High School
Wakefield High School
Wakefield High School
Andrea Xu's Fidelity Investments Experience August 2006 - April 2012
Job Wellington Management
Industry Financial Services
Experience
Wellington Management May 2014 - Present
JPMorgan Chase May 2012 - December 2013
Fidelity Investments August 2006 - April 2012
Fidelity Investments June 2006 - June 2009
Investors Bank and Trust February 2006 - August 2006
State Street Bank and Trust Company June 2005 - February 2006
State Street Bank and Trust Company July 2004 - June 2005
Tufts University Finance Department October 2003 - June 2004
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Accounting and Finance
Wellington Management May 2014 - Present
JPMorgan Chase May 2012 - December 2013
Fidelity Investments August 2006 - April 2012
Fidelity Investments June 2006 - June 2009
Investors Bank and Trust February 2006 - August 2006
State Street Bank and Trust Company June 2005 - February 2006
State Street Bank and Trust Company July 2004 - June 2005
Tufts University Finance Department October 2003 - June 2004
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Accounting and Finance
Deepa Cheemalavagupalli's Fidelity Investments Experience June 1996 - October 1997
Job Principal at State Street
Industry Financial Services
Experience
State Street December 2005 - Present
D4 Corporation November 1997 - December 2002
Fidelity Investments June 1996 - October 1997
Education
UMass Boston 2004 — 2006
Master's degree, Computer Science
State Street December 2005 - Present
D4 Corporation November 1997 - December 2002
Fidelity Investments June 1996 - October 1997
Education
UMass Boston 2004 — 2006
Master's degree, Computer Science
Ed Cardarelli's Fidelity Investments Experience March 2012 - Present
Job Business/Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments December 1997 - February 2012
ADP November 1987 - November 1997
Skills
Systems Analysis, Business Requirements, Data Analysis, SQL, Project Status Reporting, Agile & Waterfall..., MS Office Suite, Access, MS Project, SharePoint, JIRA, Informatica, Jasper Reports, Quality Center, SmartTime, Oracle, Workbrain, Lotus Notes, WebFOCUS, DB2, CICS
Education
UMass Boston
Bachelor of Science, Business Management w/ Management Information Systems (MIS) concentration
Boston State College
Business Administration
Fidelity Investments March 2012 - Present
Fidelity Investments December 1997 - February 2012
ADP November 1987 - November 1997
Skills
Systems Analysis, Business Requirements, Data Analysis, SQL, Project Status Reporting, Agile & Waterfall..., MS Office Suite, Access, MS Project, SharePoint, JIRA, Informatica, Jasper Reports, Quality Center, SmartTime, Oracle, Workbrain, Lotus Notes, WebFOCUS, DB2, CICS
Education
UMass Boston
Bachelor of Science, Business Management w/ Management Information Systems (MIS) concentration
Boston State College
Business Administration
Taillon Scott's Fidelity Investments Experience September 2004 - July 2013
Job Senior Applications Developer
Industry Financial Services
Experience
Aetna June 2013 - Present
Fidelity Investments September 2004 - July 2013
Strafford Technology February 2003 - March 2004
Security Source Inc January 2002 - February 2003
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Data Warehousing, Visio, Business Requirements, Data Modeling, SQL, Business Intelligence, User Acceptance Testing, Software Project..., RDBMS, SQL Server, ETL Tools, Crystal Reports, Brio Reports, Informatica
Education
University of Maryland College Park 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix 1994 — 1996
AAB, Business Administration and Management, General
Aetna June 2013 - Present
Fidelity Investments September 2004 - July 2013
Strafford Technology February 2003 - March 2004
Security Source Inc January 2002 - February 2003
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Data Warehousing, Visio, Business Requirements, Data Modeling, SQL, Business Intelligence, User Acceptance Testing, Software Project..., RDBMS, SQL Server, ETL Tools, Crystal Reports, Brio Reports, Informatica
Education
University of Maryland College Park 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix 1994 — 1996
AAB, Business Administration and Management, General
Cate Mamber's Fidelity Investments Experience 1989 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1989 - 1999
Skills
Mutual Funds, Investments, Financial Analysis
Education
University of Massachusetts Boston 1967 — 1970
Bachelor of Science (BS), Elementary Education and Teaching
Fidelity Investments 1989 - 1999
Skills
Mutual Funds, Investments, Financial Analysis
Education
University of Massachusetts Boston 1967 — 1970
Bachelor of Science (BS), Elementary Education and Teaching
Elle Ferguson's Fidelity Investments Experience July 1994 - April 2004
Job Paralegal at Harvest Power
Industry Farming
Experience
Black Duck Software June 2015 - Present
Harvest Power, Inc. November 2013 - July 2015
Palomar Medical Technologies, Inc. a Cynosure Company April 2004 - November 2013
Fidelity Investments July 1994 - April 2004
EB Horn Jewelers July 1990 - March 1994
Skills
Legal Documents, Legal Research, Litigation Support, Legal Assistance, Document Review, Outlook, Westlaw, FDA, Document Drafting, Intellectual Property, Legal Issues, Trademarks, Legal Compliance, Medical Devices, Customer Service, Microsoft Office, Cross-functional Team..., Healthcare, Strategic Planning, Process Improvement, Start-ups, Sales Management, Project Management, Sales
Education
Boston University
Certificate In Paralegal Studies
UMass Boston 1989 — 1993
Bachelor's degree, English Language and Literature, General
Black Duck Software June 2015 - Present
Harvest Power, Inc. November 2013 - July 2015
Palomar Medical Technologies, Inc. a Cynosure Company April 2004 - November 2013
Fidelity Investments July 1994 - April 2004
EB Horn Jewelers July 1990 - March 1994
Skills
Legal Documents, Legal Research, Litigation Support, Legal Assistance, Document Review, Outlook, Westlaw, FDA, Document Drafting, Intellectual Property, Legal Issues, Trademarks, Legal Compliance, Medical Devices, Customer Service, Microsoft Office, Cross-functional Team..., Healthcare, Strategic Planning, Process Improvement, Start-ups, Sales Management, Project Management, Sales
Education
Boston University
Certificate In Paralegal Studies
UMass Boston 1989 — 1993
Bachelor's degree, English Language and Literature, General
Bruce Stultz's Fidelity Investments Experience April 1999 - November 1999
Job North American Virtualization Team Computershare
Industry Financial Services
Experience
Computershare US July 2000 - Present
Equiserve January 2000 - June 2000
Schneider Automation December 1999 - January 2000
Fidelity Investments April 1999 - November 1999
Staples March 1998 - February 1999
Staples January 1997 - March 1998
Staples January 1996 - December 1996
Staples May 1990 - December 1995
Skills
App-V, Citrix XenDesktop, Citrix XenApp, SCCM, Installshield Admin..., Wise Packaging Studio, Group Policy
Education
University of Massachusetts Boston 1986 — 1989
Business Management
Cambridge Rindge and Latin 1980 — 1985
Computershare US July 2000 - Present
Equiserve January 2000 - June 2000
Schneider Automation December 1999 - January 2000
Fidelity Investments April 1999 - November 1999
Staples March 1998 - February 1999
Staples January 1997 - March 1998
Staples January 1996 - December 1996
Staples May 1990 - December 1995
Skills
App-V, Citrix XenDesktop, Citrix XenApp, SCCM, Installshield Admin..., Wise Packaging Studio, Group Policy
Education
University of Massachusetts Boston 1986 — 1989
Business Management
Cambridge Rindge and Latin 1980 — 1985
Martha Fonseca's Fidelity Investments Experience 1995 - 2014
Job Bilingual (Spanish/English) Customer Service Professional
Industry Consumer Services
Experience
Fidelity Investments 1995 - 2014
Skills
Customer Service, Spanish, Microsoft Excel, Windows, Microsoft Word, PowerPoint, Digital Printing, Wide Format Printing, Bindery
Education
University of Massachusetts Boston
Attended two semesters of Accounting classes
Fidelity Investments 1995 - 2014
Skills
Customer Service, Spanish, Microsoft Excel, Windows, Microsoft Word, PowerPoint, Digital Printing, Wide Format Printing, Bindery
Education
University of Massachusetts Boston
Attended two semesters of Accounting classes
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank