Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Frank Sisto Frank Sisto's Fidelity Investments Experience January 1997 - June 1997
Job Senior Solutions Architect at HEWLETT PACKARD
Industry Computer Software
Experience
HEWLETT PACKARD June 2014 - Present
TKT SOFTWARE SERVICES, INC. January 2009 - June 2014
Hewlett-Packard November 2006 - December 2008
Hewlett-Packard (formerly Mercury Interactive) June 2002 - October 2006
RadView Software 2000 - 2002
Scudder Investments July 1998 - November 1999
MASS FINANCIAL SERVICES July 1997 - December 1997
Fidelity Investments January 1997 - June 1997
CAPITAL MANAGEMENT SCIENCES February 1995 - November 1996
North American Industries May 1991 - December 1993
Skills
Quality Assurance, Integration, Requirements Analysis, Testing, CRM, Business Process, Training, Management, Software Development, Leadership, Enterprise Software, Technical Writing, QTP, Program Management, Project Management, SDLC, Customer Service, Performance Testing, Software Project..., Process Improvement, Quality Center, SQL, Vendor Management, Business Analysis, LoadRunner, Professional Services, Pre-sales, Visual Studio, TFS, Application Lifecycle..., Agile Methodologies, SaaS, Software Quality..., HP QTP, HP Quality Center
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Finance
University of Southern California
Masters, Business Administration
HEWLETT PACKARD June 2014 - Present
TKT SOFTWARE SERVICES, INC. January 2009 - June 2014
Hewlett-Packard November 2006 - December 2008
Hewlett-Packard (formerly Mercury Interactive) June 2002 - October 2006
RadView Software 2000 - 2002
Scudder Investments July 1998 - November 1999
MASS FINANCIAL SERVICES July 1997 - December 1997
Fidelity Investments January 1997 - June 1997
CAPITAL MANAGEMENT SCIENCES February 1995 - November 1996
North American Industries May 1991 - December 1993
Skills
Quality Assurance, Integration, Requirements Analysis, Testing, CRM, Business Process, Training, Management, Software Development, Leadership, Enterprise Software, Technical Writing, QTP, Program Management, Project Management, SDLC, Customer Service, Performance Testing, Software Project..., Process Improvement, Quality Center, SQL, Vendor Management, Business Analysis, LoadRunner, Professional Services, Pre-sales, Visual Studio, TFS, Application Lifecycle..., Agile Methodologies, SaaS, Software Quality..., HP QTP, HP Quality Center
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Finance
University of Southern California
Masters, Business Administration
Tracey M. Flynn Tracey M. Flynn's Fidelity Investments Experience July 2003 - April 2009
Job Principal Management & Training Consultant / Contractor
Industry Professional Training & Coaching
Experience
Performetrics May 2009 - Present
Fidelity Investments July 2003 - April 2009
Performetrics September 2001 - July 2003
Nortel July 1999 - September 2001
Performetrics December 1998 - July 1999
University of Massachusetts 1997 - 1999
AED, Inc May 1998 - December 1998
Digital Equipment Corporation May 1992 - May 1998
Boston Medical Center - Mayor's Health Line 1988 - 1992
Commission of Affairs of the Elderly - City of Boston, MA 1987 - 1988
Skills
Instructional Design, Training, E-Learning, Instructor-led Training, Program Management, Needs Analysis, Performance Consulting, Workshop Facilitation, Change Management, Consulting, Management, Management Consulting, Public Speaking, Vendor Management, Executive Coaching, Talent Management, Process Improvement, Program Evaluation, Technical Writing, Strategic Planning, Adult Education, Certification Developer, Test Program Development, Certification..., Technology Needs..., Business Analysis, Curriculum Development, Knowledge Management, Curriculum Design, Idea Generation, Leadership Development, Organizational..., Career Development, Onboarding, Certfication Program..., Certification Design, Evaluation design and..., Relationship Management, Organizational..., Ideation, Curriculum Management, Salesforce Training, Published Author, Experienced Program..., eLearning Instructional..., ILT Developer, Project Managers, Test Developer, Needs Assessment, Entrepreneurship
Education
University of Massachusetts Boston 1990 — 1993
Master of Education, Instructional Design, Adult Education
Bridgewater State University 1980 — 1984
Bachelor of Arts, Communication
Performetrics May 2009 - Present
Fidelity Investments July 2003 - April 2009
Performetrics September 2001 - July 2003
Nortel July 1999 - September 2001
Performetrics December 1998 - July 1999
University of Massachusetts 1997 - 1999
AED, Inc May 1998 - December 1998
Digital Equipment Corporation May 1992 - May 1998
Boston Medical Center - Mayor's Health Line 1988 - 1992
Commission of Affairs of the Elderly - City of Boston, MA 1987 - 1988
Skills
Instructional Design, Training, E-Learning, Instructor-led Training, Program Management, Needs Analysis, Performance Consulting, Workshop Facilitation, Change Management, Consulting, Management, Management Consulting, Public Speaking, Vendor Management, Executive Coaching, Talent Management, Process Improvement, Program Evaluation, Technical Writing, Strategic Planning, Adult Education, Certification Developer, Test Program Development, Certification..., Technology Needs..., Business Analysis, Curriculum Development, Knowledge Management, Curriculum Design, Idea Generation, Leadership Development, Organizational..., Career Development, Onboarding, Certfication Program..., Certification Design, Evaluation design and..., Relationship Management, Organizational..., Ideation, Curriculum Management, Salesforce Training, Published Author, Experienced Program..., eLearning Instructional..., ILT Developer, Project Managers, Test Developer, Needs Assessment, Entrepreneurship
Education
University of Massachusetts Boston 1990 — 1993
Master of Education, Instructional Design, Adult Education
Bridgewater State University 1980 — 1984
Bachelor of Arts, Communication
Dave Rettig Dave Rettig's Fidelity Investments Experience 1998 - 2001
Job Executive Security Consultant at STANLEY Security
Industry Security and Investigations
Experience
STANLEY Security September 2014 - Present
Electronic Alarms May 2013 - Present
CGL Electronic Security, Inc. November 2004 - May 2013
Fidelity Investments 1998 - 2001
Skills
Access Control, Alarm Systems, Fire Alarm, Solution Selling, Video Analytics, Video over IP, CCTV, Account Management, Biometrics, New Business Development, Security, IP Cameras, Sales Management, Physical Security, Electronics, Surveillance, Intrusion Detection
Education
University of Massachusetts Dartmouth
BSET, Electrical Engineering
STANLEY Security September 2014 - Present
Electronic Alarms May 2013 - Present
CGL Electronic Security, Inc. November 2004 - May 2013
Fidelity Investments 1998 - 2001
Skills
Access Control, Alarm Systems, Fire Alarm, Solution Selling, Video Analytics, Video over IP, CCTV, Account Management, Biometrics, New Business Development, Security, IP Cameras, Sales Management, Physical Security, Electronics, Surveillance, Intrusion Detection
Education
University of Massachusetts Dartmouth
BSET, Electrical Engineering
Jose Muzingu Jose Muzingu's Fidelity Investments Experience January 2006 - July 2011
Job Chief Executive Officer at EMPOWER AFRICA
Industry Professional Training & Coaching
Experience
EMPOWER AFRICA October 2012 - Present
Euless Foursquare Church August 2009 - Present
Foyer des Aigles July 1998 - Present
Fidelity Investments January 2006 - July 2011
Green Pastures Church of God September 2001 - August 2009
Sovereign Bank January 2000 - September 2003
La Vie Abondante 1995 - 2000
BankBoston June 1995 - December 1999
Afrika College September 1993 - March 1995
Skills
Management, Leadership Development, Writer, Motivational Speaking, Organization &..., Church Growth, Church Planting, Event Planning, Fundraising, Music Production, Mentoring, Personal Training, Training Leadership, Transformational..., Professional..., Sales, Customer Service, Business Networking, Leadership, Training, Coaching, Published Author, Book Writing, Team Building, Recruiting, CRM, Strategic Planning, Small Business, Time Management, Human Resources, Project Planning, Access, Budgets, Teaching, Social Innovation, Christian Leadership
Education
NC College of Theology
Doctorate Degree, Theology/Theological Studies
University of Massachusetts Boston
Bachelor of Science (BS), Management/Finance
EMPOWER AFRICA October 2012 - Present
Euless Foursquare Church August 2009 - Present
Foyer des Aigles July 1998 - Present
Fidelity Investments January 2006 - July 2011
Green Pastures Church of God September 2001 - August 2009
Sovereign Bank January 2000 - September 2003
La Vie Abondante 1995 - 2000
BankBoston June 1995 - December 1999
Afrika College September 1993 - March 1995
Skills
Management, Leadership Development, Writer, Motivational Speaking, Organization &..., Church Growth, Church Planting, Event Planning, Fundraising, Music Production, Mentoring, Personal Training, Training Leadership, Transformational..., Professional..., Sales, Customer Service, Business Networking, Leadership, Training, Coaching, Published Author, Book Writing, Team Building, Recruiting, CRM, Strategic Planning, Small Business, Time Management, Human Resources, Project Planning, Access, Budgets, Teaching, Social Innovation, Christian Leadership
Education
NC College of Theology
Doctorate Degree, Theology/Theological Studies
University of Massachusetts Boston
Bachelor of Science (BS), Management/Finance
Louise Bulhoes Louise Bulhoes's Fidelity Investments Experience January 2014 - Present
Job Director, eServices at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments May 2006 - March 2011
Sovereign Bank 2004 - 2006
CompassBank 1984 - 2004
Skills
Program Management, Relationship Management, Banking, Competitive Analysis, Management, Project Management, Channel, Contract Management, Business Analysis, Cross-functional Team..., Analytics, Strategy, Account Management, Vendor Partnerships, Project Manag, Collaboration, Communication Skills, Critical Thinking, Highly detail oriented, Follow-through Skills, Organized Multi-tasker, Self-motivated Team...
Education
University of Massachusetts Dartmouth 1984 — 1988
Finance, Bachelor of Science
Fidelity Investments January 2014 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments May 2006 - March 2011
Sovereign Bank 2004 - 2006
CompassBank 1984 - 2004
Skills
Program Management, Relationship Management, Banking, Competitive Analysis, Management, Project Management, Channel, Contract Management, Business Analysis, Cross-functional Team..., Analytics, Strategy, Account Management, Vendor Partnerships, Project Manag, Collaboration, Communication Skills, Critical Thinking, Highly detail oriented, Follow-through Skills, Organized Multi-tasker, Self-motivated Team...
Education
University of Massachusetts Dartmouth 1984 — 1988
Finance, Bachelor of Science
Deborah Maguire Deborah Maguire's Fidelity Investments Experience December 2009 - Present
Job Finance DirectorPerformance Reporting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2009 - Present
Fidelity Investments 1998 - 2009
First Data Corporation 1989 - March 1998
Skills
Business Objects, Management, Financial Analysis, Financial Reporting, Data Analysis, Data Mining, Risk Management, Finance, Financial Services, Portfolio Management, Financial Modeling, Analysis, Financial Planning, Banking, Team Management, Data Warehousing
Education
UMass Dartmouth 1984 — 1988
Bachelor of Science (BS), Finance, General
Fidelity Investments December 2009 - Present
Fidelity Investments 1998 - 2009
First Data Corporation 1989 - March 1998
Skills
Business Objects, Management, Financial Analysis, Financial Reporting, Data Analysis, Data Mining, Risk Management, Finance, Financial Services, Portfolio Management, Financial Modeling, Analysis, Financial Planning, Banking, Team Management, Data Warehousing
Education
UMass Dartmouth 1984 — 1988
Bachelor of Science (BS), Finance, General
Lauren Chebator Lauren Chebator's Fidelity Investments Experience October 2007 - June 2010
Job Guidance Counselor at Hanover Middle School
Industry Higher Education
Experience
Hanover Middle School February 2013 - Present
Resiliency Preparatory School August 2012 - February 2013
Furnace Brook Middle School September 2011 - June 2012
Tech Boston Academy September 2011 - June 2012
Fidelity Investments October 2007 - June 2010
Fidelity Investments October 2005 - October 2007
Skills
Curriculum Design, Psychotherapy, Private Investigations, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Cpr Certified, Analysis, Team Building, Psychology, Human Resources, Physical Security
Education
UMass Boston 2010 — 2012
M.Ed, School Counseling
Westfield State College 2001 — 2005
B.S., Criminal Justice
Hanover Middle School February 2013 - Present
Resiliency Preparatory School August 2012 - February 2013
Furnace Brook Middle School September 2011 - June 2012
Tech Boston Academy September 2011 - June 2012
Fidelity Investments October 2007 - June 2010
Fidelity Investments October 2005 - October 2007
Skills
Curriculum Design, Psychotherapy, Private Investigations, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Cpr Certified, Analysis, Team Building, Psychology, Human Resources, Physical Security
Education
UMass Boston 2010 — 2012
M.Ed, School Counseling
Westfield State College 2001 — 2005
B.S., Criminal Justice
Stephanie Correa Stephanie Correa's Fidelity Investments Experience January 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Neighborhood Health Plan June 2014 - December 2014
Neighborhood Health Plan April 2013 - June 2014
Neighborhood Health Plan June 2011 - March 2013
Optima Health May 2008 - May 2011
Skills
Project Coordination, Access, Customer Service, Data Analysis, Event Planning, Healthcare, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, SharePoint, Software Documentation, Visio, Administrative..., Analysis, Microsoft Word
Education
UMass Boston 2011 — 2014
Master's Degree, English/Creative Writing
Virginia Wesleyan College 2009 — 2011
Bachelor's Degree, Interdivisional Studies
Fidelity Investments January 2015 - Present
Neighborhood Health Plan June 2014 - December 2014
Neighborhood Health Plan April 2013 - June 2014
Neighborhood Health Plan June 2011 - March 2013
Optima Health May 2008 - May 2011
Skills
Project Coordination, Access, Customer Service, Data Analysis, Event Planning, Healthcare, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, SharePoint, Software Documentation, Visio, Administrative..., Analysis, Microsoft Word
Education
UMass Boston 2011 — 2014
Master's Degree, English/Creative Writing
Virginia Wesleyan College 2009 — 2011
Bachelor's Degree, Interdivisional Studies
Minhaz Chikhalia's Fidelity Investments Experience June 2014 - August 2014
Job Juris Doctor
Industry Legal Services
Experience
Compliance Technologies International, LLP December 2013 - Present
Citizens Bank October 2011 - Present
U.S. Securities and Exchange Commission January 2015 - April 2015
Fidelity Investments June 2014 - August 2014
Skills
Loans, Banking, Corporate Tax, Credit, Credit Analysis, International Tax, Mortgage Lending, Legal Research, Leadership, Financial Analysis, Customer Service, Financial Risk, Microsoft Excel, Microsoft Word, PowerPoint
Education
Suffolk Law School 2012 — 2015
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
UMass Boston 2007 — 2011
Bachelor's degree, Business Administration, Management and Operations
Compliance Technologies International, LLP December 2013 - Present
Citizens Bank October 2011 - Present
U.S. Securities and Exchange Commission January 2015 - April 2015
Fidelity Investments June 2014 - August 2014
Skills
Loans, Banking, Corporate Tax, Credit, Credit Analysis, International Tax, Mortgage Lending, Legal Research, Leadership, Financial Analysis, Customer Service, Financial Risk, Microsoft Excel, Microsoft Word, PowerPoint
Education
Suffolk Law School 2012 — 2015
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
UMass Boston 2007 — 2011
Bachelor's degree, Business Administration, Management and Operations
Rose Richard Cashman Rose Richard Cashman's Fidelity Investments Experience March 2012 - Present
Job Director; Communications Consulting at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2012 - Present
JP Morgan Chase April 2009 - March 2012
Fidelity Investments 2006 - 2009
Fidelity Investments 2000 - 2006
Fidelity Investments 1996 - 2000
Education
University of Massachusetts Boston 1978 — 1984
BS, Management
Fidelity Investments March 2012 - Present
JP Morgan Chase April 2009 - March 2012
Fidelity Investments 2006 - 2009
Fidelity Investments 2000 - 2006
Fidelity Investments 1996 - 2000
Education
University of Massachusetts Boston 1978 — 1984
BS, Management
Lois O'Brien's Fidelity Investments Experience July 2006 - May 2010
Job Organization Development Manager at CVS Caremark Corporation
Industry Human Resources
Experience
CVS Caremark Corporation April 2012 - Present
Mercer November 2010 - January 2012
Fidelity Investments July 2006 - May 2010
Ocean Spray Cranberries Inc. July 2001 - July 2006
Putnam Investments March 1996 - April 2001
Casual Male Retail Group (Formerly J. Baker, Inc.) 1991 - 1996
Talbots 1988 - 1991
Skills
Talent Management, Leadership Development, Performance Management, Organizational..., Organizational..., Career Development, Curriculum Design, Management Development, Executive Coaching, Employee Relations, Instructional Design, 360 Feedback, Coaching, Change Management, Organizational Design, Talent Acquisition, Onboarding, Talent Development, Organizational Change, MBTI, Team Building, Staff Development, Cross-functional Team..., Interviewing, Strategic Planning, Program Management, Team Leadership, Training Delivery, Change Leadership, Team Management, HR Consulting, Vendor Management
Education
University of Massachusetts Boston 1985 — 1989
Master's degree, Adult Learning, Instructional Design
CVS Caremark Corporation April 2012 - Present
Mercer November 2010 - January 2012
Fidelity Investments July 2006 - May 2010
Ocean Spray Cranberries Inc. July 2001 - July 2006
Putnam Investments March 1996 - April 2001
Casual Male Retail Group (Formerly J. Baker, Inc.) 1991 - 1996
Talbots 1988 - 1991
Skills
Talent Management, Leadership Development, Performance Management, Organizational..., Organizational..., Career Development, Curriculum Design, Management Development, Executive Coaching, Employee Relations, Instructional Design, 360 Feedback, Coaching, Change Management, Organizational Design, Talent Acquisition, Onboarding, Talent Development, Organizational Change, MBTI, Team Building, Staff Development, Cross-functional Team..., Interviewing, Strategic Planning, Program Management, Team Leadership, Training Delivery, Change Leadership, Team Management, HR Consulting, Vendor Management
Education
University of Massachusetts Boston 1985 — 1989
Master's degree, Adult Learning, Instructional Design
Kara Anne Watkins Kara Anne Watkins's Fidelity Investments Experience March 2008 - November 2013
Job Office Manager at Burke & Associates CPAs, Inc
Industry Accounting
Experience
Burke & Associates CPAs, Inc November 2013 - Present
Fidelity Investments March 2008 - November 2013
Fidelity Investments September 2004 - March 2007
Fidelity Investments September 2004 - March 2007
Putnam Investments June 2004 - September 2004
University of Massachusetts March 1999 - June 2004
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Psychology
Burke & Associates CPAs, Inc November 2013 - Present
Fidelity Investments March 2008 - November 2013
Fidelity Investments September 2004 - March 2007
Fidelity Investments September 2004 - March 2007
Putnam Investments June 2004 - September 2004
University of Massachusetts March 1999 - June 2004
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Psychology
Ralph Parziale Ralph Parziale's Fidelity Investments Experience June 1996 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1996 - Present
Cullinet Software 1984 - 1991
Skills
Agile Methodologies, DB2, Endevor, IDMS, Control-M, JCL, Lean Transformation, COBOL, VSAM, Endeavor, Systems Analysis, Unix, CICS
Education
University of Massachusetts Boston 1972 — 1976
political science
Fidelity Investments June 1996 - Present
Cullinet Software 1984 - 1991
Skills
Agile Methodologies, DB2, Endevor, IDMS, Control-M, JCL, Lean Transformation, COBOL, VSAM, Endeavor, Systems Analysis, Unix, CICS
Education
University of Massachusetts Boston 1972 — 1976
political science
Joshua Koplik Joshua Koplik's Fidelity Investments Experience November 1998 - February 2009
Job Chief Information Security Officer at IAC
Industry Entertainment
Experience
IAC September 2014 - Present
HBO May 2009 - September 2014
Fidelity Investments November 1998 - February 2009
i-Cube 1996 - 1998
Skills
Information Security..., Business Continuity, Disaster Recovery, Security, SDLC, CISSP, IT Management, Information Security, PCI DSS, Vulnerability Management, IT Risk Management, Vendor Management, Project Management, Data Center, IT Strategy, Enterprise Architecture, ITIL, Network Security, Business Analysis, Governance, Program Management, Virtualization, Risk Management
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Computer Science
IAC September 2014 - Present
HBO May 2009 - September 2014
Fidelity Investments November 1998 - February 2009
i-Cube 1996 - 1998
Skills
Information Security..., Business Continuity, Disaster Recovery, Security, SDLC, CISSP, IT Management, Information Security, PCI DSS, Vulnerability Management, IT Risk Management, Vendor Management, Project Management, Data Center, IT Strategy, Enterprise Architecture, ITIL, Network Security, Business Analysis, Governance, Program Management, Virtualization, Risk Management
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Computer Science
Judy Murphy Judy Murphy's Fidelity Investments Experience February 1984 - February 1995
Job Financial Systems Analyst/Senior Accountant at Marine Biological Laboratory
Industry Financial Services
Experience
Marine Biological Laboratory April 2012 - Present
American Student Assistance November 2000 - October 2011
Neighborhood Health Plan February 1995 - November 2000
Fidelity Investments February 1984 - February 1995
Skills
Non-profits, General Ledger, Financial Reporting, Accounting, Microsoft Office, Excel, Financial Analysis, Financial Management, Staff Development, Mentoring, Lawson, QuickBooks, Great Plains, Audit, Internal Controls, Finance, Financial Statements, Variance Analysis, Auditing, Payroll, Managerial Finance, Tax, Great Plains Software, Account Reconciliation, Movex, Budgets, Microsoft Excel, GAAP, Nonprofits, Process Improvement, Analysis, Cost Accounting, Hyperion Enterprise, Journal Entries, Financial Accounting, Accounts Payable, Access, Financial Modeling, Internal Audit, Payroll Taxes, Sarbanes-Oxley Act, Invoicing
Education
University of Massachusetts Boston
Bachelor of Arts, Accounting
Marine Biological Laboratory April 2012 - Present
American Student Assistance November 2000 - October 2011
Neighborhood Health Plan February 1995 - November 2000
Fidelity Investments February 1984 - February 1995
Skills
Non-profits, General Ledger, Financial Reporting, Accounting, Microsoft Office, Excel, Financial Analysis, Financial Management, Staff Development, Mentoring, Lawson, QuickBooks, Great Plains, Audit, Internal Controls, Finance, Financial Statements, Variance Analysis, Auditing, Payroll, Managerial Finance, Tax, Great Plains Software, Account Reconciliation, Movex, Budgets, Microsoft Excel, GAAP, Nonprofits, Process Improvement, Analysis, Cost Accounting, Hyperion Enterprise, Journal Entries, Financial Accounting, Accounts Payable, Access, Financial Modeling, Internal Audit, Payroll Taxes, Sarbanes-Oxley Act, Invoicing
Education
University of Massachusetts Boston
Bachelor of Arts, Accounting
Raymond Possick, PMP Raymond Possick, PMP's Fidelity Investments Experience 2007 - 2008
Job Project Management Professional
Industry Information Technology and Services
Experience
Mobile-Technologies January 2013 - March 2014
Kenes Asia Co. Ltd. (Formerly AsiaCongress Events Co. Ltd) October 2011 - March 2012
Haak Communities Company November 2010 - December 2011
AsiaCongress Events Co. August 2008 - November 2009
Fidelity Investments 2007 - 2008
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2000 - 2006
Fidelity Investments 1998 - 2000
Skills
Project Management, Business Analysis, PMP, Program Management, Business Process, Process Improvement, IT Management, PMO, Management, Quality Assurance, CRM, Risk Management, Testing, Requirements Analysis, Vendor Management, Enterprise Software, Software Development, Strategic Planning, Integration, Marketing Strategy, ERP, Business Intelligence, Software Project..., SDLC, Budgets, Agile Project Management, Project Planning, Cross-functional Team..., Change Management, Microsoft Office, Team Leadership, Agile Methodologies, Business Requirements
Education
University of Massachusetts Dartmouth 1981 — 1985
B. Sc., Bio-Medical Marketing
Mobile-Technologies January 2013 - March 2014
Kenes Asia Co. Ltd. (Formerly AsiaCongress Events Co. Ltd) October 2011 - March 2012
Haak Communities Company November 2010 - December 2011
AsiaCongress Events Co. August 2008 - November 2009
Fidelity Investments 2007 - 2008
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2000 - 2006
Fidelity Investments 1998 - 2000
Skills
Project Management, Business Analysis, PMP, Program Management, Business Process, Process Improvement, IT Management, PMO, Management, Quality Assurance, CRM, Risk Management, Testing, Requirements Analysis, Vendor Management, Enterprise Software, Software Development, Strategic Planning, Integration, Marketing Strategy, ERP, Business Intelligence, Software Project..., SDLC, Budgets, Agile Project Management, Project Planning, Cross-functional Team..., Change Management, Microsoft Office, Team Leadership, Agile Methodologies, Business Requirements
Education
University of Massachusetts Dartmouth 1981 — 1985
B. Sc., Bio-Medical Marketing
David Swanson David Swanson's Fidelity Investments Experience 2000 - 2008
Job Senior Software Performance Engineer
Industry Computer Software
Experience
Aetna April 2013 - Present
Pearson Education August 2009 - April 2013
SQA - Software Quality Associates March 2009 - August 2009
Fidelity Investments 2000 - 2008
Fidelity Investments 1993 - 2000
Skills
LoadRunner, Bottleneck Analysis, Performance Tuning, XML, Web Services, NeoLoad, Agile, Agile Testing, HP Performance Center, Load Testing, Test Strategy, QTP, Quick Test Pro, Agile Methodologies, Testing, Unix, Performance Testing, Enterprise Software, Test Management, .NET, Scrum, Test Planning, Software Quality..., TCP/IP, Waterfall, Debottlenecking, Requirements Gathering, SDLC, System Testing, Test Automation, Web Applications, Quality Center, Selenium, SoapUI
Education
University of Massachusetts Dartmouth
B.S., Management Information Systems
University of Massachusetts, Amherst
B.A, Economics
Aetna April 2013 - Present
Pearson Education August 2009 - April 2013
SQA - Software Quality Associates March 2009 - August 2009
Fidelity Investments 2000 - 2008
Fidelity Investments 1993 - 2000
Skills
LoadRunner, Bottleneck Analysis, Performance Tuning, XML, Web Services, NeoLoad, Agile, Agile Testing, HP Performance Center, Load Testing, Test Strategy, QTP, Quick Test Pro, Agile Methodologies, Testing, Unix, Performance Testing, Enterprise Software, Test Management, .NET, Scrum, Test Planning, Software Quality..., TCP/IP, Waterfall, Debottlenecking, Requirements Gathering, SDLC, System Testing, Test Automation, Web Applications, Quality Center, Selenium, SoapUI
Education
University of Massachusetts Dartmouth
B.S., Management Information Systems
University of Massachusetts, Amherst
B.A, Economics
Suzanne Lozzi's Fidelity Investments Experience September 2007 - November 2008
Job Aquatics Coordinator at YMCA of Metropolitan Los Angeles
Industry Sports
Experience
YMCA of Metropolitan Los Angeles January 2015 - Present
Amazing Kids Company 2013 - Present
Los Angeles Unified School District January 2014 - February 2015
YMCA of Metropolitan Los Angeles May 2012 - January 2015
Los Angeles Film Festival June 2011 - June 2014
Basenet InterMedia Group, LLC. March 2010 - December 2013
AT&T Mobility November 2008 - December 2010
Provincetown International Film Festival June 2003 - June 2010
Fidelity Investments September 2007 - November 2008
AT&T Mobility August 2005 - September 2007
Skills
Water Safety, Aquatics, Swim Instruction, Water Safety Instructor, Lifeguarding, AED, CPR, Adult CPR, Risk Management, Final Cut Pro, Customer Service, Teaching, HTML, Video Editing, Video Production, Multimedia, Photoshop, Videography, iTunes, Camera Operating, Motion, Camera Operation, Illustrator, CSS, C Programming, Object-oriented..., Objective-C, Xcode, Swimming, Swim Lessons, theatre management, Theatre Operations, Film Festivals, Client Relations Skills, Digital Video, Lifeguard Instructor, Title 22
Education
University of Massachusetts Dartmouth 1999 — 2004
Bachelors of Arts, Humanities and Social Sciences
Pope John XXIII 1996 — 1999
College Preparatory High School Diploma
YMCA of Metropolitan Los Angeles January 2015 - Present
Amazing Kids Company 2013 - Present
Los Angeles Unified School District January 2014 - February 2015
YMCA of Metropolitan Los Angeles May 2012 - January 2015
Los Angeles Film Festival June 2011 - June 2014
Basenet InterMedia Group, LLC. March 2010 - December 2013
AT&T Mobility November 2008 - December 2010
Provincetown International Film Festival June 2003 - June 2010
Fidelity Investments September 2007 - November 2008
AT&T Mobility August 2005 - September 2007
Skills
Water Safety, Aquatics, Swim Instruction, Water Safety Instructor, Lifeguarding, AED, CPR, Adult CPR, Risk Management, Final Cut Pro, Customer Service, Teaching, HTML, Video Editing, Video Production, Multimedia, Photoshop, Videography, iTunes, Camera Operating, Motion, Camera Operation, Illustrator, CSS, C Programming, Object-oriented..., Objective-C, Xcode, Swimming, Swim Lessons, theatre management, Theatre Operations, Film Festivals, Client Relations Skills, Digital Video, Lifeguard Instructor, Title 22
Education
University of Massachusetts Dartmouth 1999 — 2004
Bachelors of Arts, Humanities and Social Sciences
Pope John XXIII 1996 — 1999
College Preparatory High School Diploma
Nathan (Nate) Welch Nathan (Nate) Welch's Fidelity Investments Experience June 2014 - Present
Job Web Developer and Information Architect
Industry Internet
Experience
Fidelity Investments June 2014 - Present
Freelance Web Design & Development 1995 - Present
eCape, Inc. February 2004 - October 2013
eCape & Best Read Guides, Inc. April 1996 - January 2004
Skills
Social Media Marketing, Social Media, SEO, Web Analytics, Google Analytics, PHP, Drupal, CMS, HTML, jQuery, CSS, Web Application Design, Web Development, Web Design, Graphic Design, Content Management, WordPress, Advertising, E-commerce, HTML 5
Education
University of Massachusetts Dartmouth 1987 — 1992
BS, Marketing, Management
Fidelity Investments June 2014 - Present
Freelance Web Design & Development 1995 - Present
eCape, Inc. February 2004 - October 2013
eCape & Best Read Guides, Inc. April 1996 - January 2004
Skills
Social Media Marketing, Social Media, SEO, Web Analytics, Google Analytics, PHP, Drupal, CMS, HTML, jQuery, CSS, Web Application Design, Web Development, Web Design, Graphic Design, Content Management, WordPress, Advertising, E-commerce, HTML 5
Education
University of Massachusetts Dartmouth 1987 — 1992
BS, Marketing, Management
Jonathan Luciano's Fidelity Investments Experience August 2015 - Present
Job Associate QA Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
University of Massachusetts Dartmouth February 2012 - August 2015
Fidelity Investments May 2013 - August 2014
Staples August 2009 - January 2013
Skills
User Acceptance Testing, Customer Service, Public Speaking, Technical Support, Quality Center, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Word, PowerPoint, Outlook, HTML, Technical Writing, Microsoft CRM, Microsoft Dynamics ERP
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor’s Degree, Management Information Systems, General, Magna Cum Laude
Attleboro High School
Fidelity Investments August 2015 - Present
University of Massachusetts Dartmouth February 2012 - August 2015
Fidelity Investments May 2013 - August 2014
Staples August 2009 - January 2013
Skills
User Acceptance Testing, Customer Service, Public Speaking, Technical Support, Quality Center, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Word, PowerPoint, Outlook, HTML, Technical Writing, Microsoft CRM, Microsoft Dynamics ERP
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor’s Degree, Management Information Systems, General, Magna Cum Laude
Attleboro High School
Helen Leone Simkins's Fidelity Investments Experience September 2013 - Present
Job Interactive Designer at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments September 2013 - Present
Harvard University August 2013 - September 2013
influencers@ March 2013 - August 2013
SNAP Infusion October 2012 - February 2013
Anthropologie May 2010 - November 2012
Krush, Inc. March 2012 - August 2012
Coconut Glen's January 2011 - May 2011
Maggie in the Middle September 2004 - May 2006
Skills
Typography, Adobe Creative Suite, Graphic Design, Illustrator, InDesign, Logo Design, Web Design, Book Design, Photoshop, Dreamweaver, Layout, Packaging, Image Manipulation, Illustration, Posters, Apparel, Branding & Identity, Photography, Mac, Social Media Marketing, Banners, Digital Marketing, Graphics, Email Marketing, Brochures, Storyboarding, Social Media, Visual Communication, Catalogs, Business Cards, Flyers
Education
University of Massachusetts Dartmouth 2006 — 2011
BFA, Graphic Design / Letter form
Fidelity Investments September 2013 - Present
Harvard University August 2013 - September 2013
influencers@ March 2013 - August 2013
SNAP Infusion October 2012 - February 2013
Anthropologie May 2010 - November 2012
Krush, Inc. March 2012 - August 2012
Coconut Glen's January 2011 - May 2011
Maggie in the Middle September 2004 - May 2006
Skills
Typography, Adobe Creative Suite, Graphic Design, Illustrator, InDesign, Logo Design, Web Design, Book Design, Photoshop, Dreamweaver, Layout, Packaging, Image Manipulation, Illustration, Posters, Apparel, Branding & Identity, Photography, Mac, Social Media Marketing, Banners, Digital Marketing, Graphics, Email Marketing, Brochures, Storyboarding, Social Media, Visual Communication, Catalogs, Business Cards, Flyers
Education
University of Massachusetts Dartmouth 2006 — 2011
BFA, Graphic Design / Letter form
Douglas Hodge Douglas Hodge's Fidelity Investments Experience April 2003 - November 2008
Job Business Analyst Consultant
Industry Information Technology and Services
Experience
iSoftStone May 2011 - Present
Fidelity Investments April 2003 - November 2008
Fidelity Investments April 2001 - April 2003
Fidelity Investments November 1997 - April 2001
Hardware Specialty November 1996 - November 1997
Circuit City May 1993 - November 1996
Skills
Business Analysis, Solution Delivery, Process Improvement, Requirements Analysis, Financial Services, Requirements Gathering, Management, Business Development, Leadership, Strategy, Analysis, Six Sigma, Training, Software Project..., Program Management, Project Management
Education
University of Massachusetts Dartmouth 1989 — 1992
BS, Business Management
iSoftStone May 2011 - Present
Fidelity Investments April 2003 - November 2008
Fidelity Investments April 2001 - April 2003
Fidelity Investments November 1997 - April 2001
Hardware Specialty November 1996 - November 1997
Circuit City May 1993 - November 1996
Skills
Business Analysis, Solution Delivery, Process Improvement, Requirements Analysis, Financial Services, Requirements Gathering, Management, Business Development, Leadership, Strategy, Analysis, Six Sigma, Training, Software Project..., Program Management, Project Management
Education
University of Massachusetts Dartmouth 1989 — 1992
BS, Business Management
Nicole Saucier Nicole Saucier's Fidelity Investments Experience July 1995 - July 1996
Job Fixed Income TraderBuyside
Industry Investment Management
Experience
General Motors January 2011 - July 2013
Allianz Global Investors March 2008 - December 2010
Western Asset Management July 2002 - March 2008
Citigroup Asset Management November 2000 - July 2002
Citigroup Asset Management March 1999 - November 2000
Alliance Capital Management July 1996 - March 1999
Fidelity Investments July 1995 - July 1996
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds
Education
University of Massachusetts Boston 1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance
General Motors January 2011 - July 2013
Allianz Global Investors March 2008 - December 2010
Western Asset Management July 2002 - March 2008
Citigroup Asset Management November 2000 - July 2002
Citigroup Asset Management March 1999 - November 2000
Alliance Capital Management July 1996 - March 1999
Fidelity Investments July 1995 - July 1996
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds
Education
University of Massachusetts Boston 1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance
Paul Rapoza Paul Rapoza's Fidelity Investments Experience May 1998 - June 2004
Job Web and Software Architecture
Industry Hospital & Health Care
Experience
NRS Global Partners November 2013 - Present
Synergis November 2012 - Present
Emory Healthcare 2012 - Present
Millstone Medical Outsourcing July 2012 - November 2012
Partners HealthCare System, Inc January 2005 - July 2012
Partners HealthCare 2005 - July 2012
Independent Consultant March 2004 - May 2005
Fidelity Investments May 1998 - June 2004
Fidelity Investments 1998 - 2004
Putnam Investments 1996 - 1998
Skills
Web Services, XML, Software Development, SharePoint, Java, .NET, SQL, Documentum, Enterprise Architecture, Enterprise Software, HTML, Visual Studio, Websphere, Knowledge Management, Architecture, Agile Methodologies, Integration, Databases, SOA, Visual Basic, Perl, Solaris, AIX, HP-UX, VBScript, Vignette, eRoom, Eclipse, JSP, Unix Shell Scripting, JavaScript, CMS, JBoss, XML Spy, NetBeans, TCL, Oracle, Microsoft SQL Server, Unix, Web Applications, Information Technology, SDLC, Consulting, C#, Cerner, Epic Systems, EHR, Java Enterprise Edition, UML
Education
University of Massachusetts Dartmouth 1987 — 1991
B. S., Computer Science/Engineering
Bishop Stang 1984 — 1987
University of Massachusetts Dartmouth
NRS Global Partners November 2013 - Present
Synergis November 2012 - Present
Emory Healthcare 2012 - Present
Millstone Medical Outsourcing July 2012 - November 2012
Partners HealthCare System, Inc January 2005 - July 2012
Partners HealthCare 2005 - July 2012
Independent Consultant March 2004 - May 2005
Fidelity Investments May 1998 - June 2004
Fidelity Investments 1998 - 2004
Putnam Investments 1996 - 1998
Skills
Web Services, XML, Software Development, SharePoint, Java, .NET, SQL, Documentum, Enterprise Architecture, Enterprise Software, HTML, Visual Studio, Websphere, Knowledge Management, Architecture, Agile Methodologies, Integration, Databases, SOA, Visual Basic, Perl, Solaris, AIX, HP-UX, VBScript, Vignette, eRoom, Eclipse, JSP, Unix Shell Scripting, JavaScript, CMS, JBoss, XML Spy, NetBeans, TCL, Oracle, Microsoft SQL Server, Unix, Web Applications, Information Technology, SDLC, Consulting, C#, Cerner, Epic Systems, EHR, Java Enterprise Edition, UML
Education
University of Massachusetts Dartmouth 1987 — 1991
B. S., Computer Science/Engineering
Bishop Stang 1984 — 1987
University of Massachusetts Dartmouth
Oliver Sun Oliver Sun's Fidelity Investments Experience March 2000 - August 2008
Job Analytics and Data Manager at Century Bank
Industry Financial Services
Experience
Century Bank December 2008 - Present
Fidelity Investments March 2000 - August 2008
Skills
Informatica, Data Warehousing, Banking, Data Analysis, ETL, Business Analysis, Business Intelligence, SAS, SDLC, SQL
Education
University of Massachusetts Boston 1996 — 1999
Master, Business and Adminstration
Century Bank December 2008 - Present
Fidelity Investments March 2000 - August 2008
Skills
Informatica, Data Warehousing, Banking, Data Analysis, ETL, Business Analysis, Business Intelligence, SAS, SDLC, SQL
Education
University of Massachusetts Boston 1996 — 1999
Master, Business and Adminstration
Thomas Roach Thomas Roach's Fidelity Investments Experience October 2014 - Present
Job HNW Service I associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments May 2014 - Present
State Street Bank September 2011 - September 2013
Education
UMass Boston
BA, Economics
University of Massachusetts, Amherst
westwood high school
Fidelity Investments October 2014 - Present
Fidelity Investments May 2014 - Present
State Street Bank September 2011 - September 2013
Education
UMass Boston
BA, Economics
University of Massachusetts, Amherst
westwood high school
Jason Fajardo Jason Fajardo's Fidelity Investments Experience September 2010 - January 2012
Job Ad Operations Specialist at Vibrant Media
Industry Marketing and Advertising
Experience
Vibrant Media July 2015 - Present
Equinox February 2015 - July 2015
Liberty Mutual Insurance January 2012 - February 2015
Fidelity Investments September 2010 - January 2012
Investor Group Services (IGS) July 2009 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Modeling, Public Speaking, Volunteering, People Skills, Market Research, Data Analysis, Mentoring, Strategy, Microsoft Office, Business Development, Business Analysis, Social Media, Marketing, Leadership, Social Media Marketing, Risk Management
Education
University of Massachusetts Boston 2005 — 2010
Bachelor of Science in Business Administration, Finance
Vibrant Media July 2015 - Present
Equinox February 2015 - July 2015
Liberty Mutual Insurance January 2012 - February 2015
Fidelity Investments September 2010 - January 2012
Investor Group Services (IGS) July 2009 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Modeling, Public Speaking, Volunteering, People Skills, Market Research, Data Analysis, Mentoring, Strategy, Microsoft Office, Business Development, Business Analysis, Social Media, Marketing, Leadership, Social Media Marketing, Risk Management
Education
University of Massachusetts Boston 2005 — 2010
Bachelor of Science in Business Administration, Finance
Jean O'Connor Jean O'Connor's Fidelity Investments Experience 1989 - 1992
Job Director of Development and Outreach at WEST Women Entrepreneurs in Science and Technology
Industry Nonprofit Organization Management
Experience
Weston, MA September 1997 - Present
WEST - Women Entrepreneurs in Science and Technology May 2013 - March 2014
Nordstrom May 2012 - April 2013
Streamline Air LLC September 2011 - May 2012
Hewitt Associates 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Broker, Drexel Burnham..., Eastern Air Lines..., Start-ups, Advertising, Microsoft Office, Account Management, Sales, Customer Service, Leadership, Investments, Sales Operations, Nonprofits, Selling, Social Media, Insurance, Management, Customer Satisfaction, Social Media Marketing, Sales Management, Marketing Strategy, Event Management, Negotiation, Strategic Planning, Marketing, Retail, New Business Development, Strategy, Community Outreach, Teamwork, Fundraising, Public Speaking, Entrepreneurship, Team Building
Education
University of Massachusetts Boston
BA, Biology and Psychology
Weston, MA September 1997 - Present
WEST - Women Entrepreneurs in Science and Technology May 2013 - March 2014
Nordstrom May 2012 - April 2013
Streamline Air LLC September 2011 - May 2012
Hewitt Associates 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Broker, Drexel Burnham..., Eastern Air Lines..., Start-ups, Advertising, Microsoft Office, Account Management, Sales, Customer Service, Leadership, Investments, Sales Operations, Nonprofits, Selling, Social Media, Insurance, Management, Customer Satisfaction, Social Media Marketing, Sales Management, Marketing Strategy, Event Management, Negotiation, Strategic Planning, Marketing, Retail, New Business Development, Strategy, Community Outreach, Teamwork, Fundraising, Public Speaking, Entrepreneurship, Team Building
Education
University of Massachusetts Boston
BA, Biology and Psychology
Christopher Avril's Fidelity Investments Experience January 2006 - Present
Job Retirement Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
Skills
Series 7, Series 63, 401k, Sales, Mutual Funds, Retirement
Education
University of Massachusetts Dartmouth 2001 — 2005
Fidelity Investments January 2006 - Present
Skills
Series 7, Series 63, 401k, Sales, Mutual Funds, Retirement
Education
University of Massachusetts Dartmouth 2001 — 2005
Thomas Kerr Thomas Kerr's Fidelity Investments Experience November 1996 - Present
Job SAN/Storage Engineer at Staples
Industry
Experience
Staples August 2011 - Present
Fidelity Investments November 1996 - Present
Fidelity Investments June 2000 - June 2004
Education
Boston University 1996 — 1998
Masters Certificate, Computer Career Program
University of Massachusetts Boston 1978 — 1984
Bachelor of Arts, Economics
Staples August 2011 - Present
Fidelity Investments November 1996 - Present
Fidelity Investments June 2000 - June 2004
Education
Boston University 1996 — 1998
Masters Certificate, Computer Career Program
University of Massachusetts Boston 1978 — 1984
Bachelor of Arts, Economics
Jennifer Garceau Jennifer Garceau's Fidelity Investments Experience January 2012 - Present
Job Senior Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments December 2004 - February 2012
Fidelity Investments January 2001 - December 2004
Fidelity Investments April 1996 - January 2001
Commonwealth of Massachusetts August 1993 - May 1996
Skills
SDLC, Business Analysis, Requirements Gathering, Software Project..., Oracle, Requirements Analysis, Vendor Management, Visio, PMP, Systems Analysis, PMO, Project Portfolio..., Data Warehousing, Business Requirements, Agile Project Management, Agile Methodologies
Education
Boston University Corporate Education 1999 — 2000
Project Management Certificate, Project Management
University of Massachusetts Boston 1988 — 1993
BA, English & History Double Major
Fidelity Investments January 2012 - Present
Fidelity Investments December 2004 - February 2012
Fidelity Investments January 2001 - December 2004
Fidelity Investments April 1996 - January 2001
Commonwealth of Massachusetts August 1993 - May 1996
Skills
SDLC, Business Analysis, Requirements Gathering, Software Project..., Oracle, Requirements Analysis, Vendor Management, Visio, PMP, Systems Analysis, PMO, Project Portfolio..., Data Warehousing, Business Requirements, Agile Project Management, Agile Methodologies
Education
Boston University Corporate Education 1999 — 2000
Project Management Certificate, Project Management
University of Massachusetts Boston 1988 — 1993
BA, English & History Double Major
Mia DellaRusso's Fidelity Investments Experience March 2005 - December 2009
Job AVP, Project Manager at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
State Street October 2011 - April 2012
Fidelity Investments March 2005 - December 2009
Fidelity Investments June 1998 - August 2004
Fidelity Investments October 1995 - June 1998
Lotus Development 1994 - 1995
Judith N. Wolov Gallery, Inc 1991 - 1993
Skills
Business Requirements, New Business Development, Quality Assurance, Requirements Gathering, SQL, SharePoint, Software Documentation, Testing, Project Planning, Financial Services, Management
Education
University of Massachusetts Dartmouth
BFA, Visual Design
State Street August 2012 - Present
State Street October 2011 - April 2012
Fidelity Investments March 2005 - December 2009
Fidelity Investments June 1998 - August 2004
Fidelity Investments October 1995 - June 1998
Lotus Development 1994 - 1995
Judith N. Wolov Gallery, Inc 1991 - 1993
Skills
Business Requirements, New Business Development, Quality Assurance, Requirements Gathering, SQL, SharePoint, Software Documentation, Testing, Project Planning, Financial Services, Management
Education
University of Massachusetts Dartmouth
BFA, Visual Design
Al Tavares Al Tavares's Fidelity Investments Experience March 2014 - Present
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments April 2007 - March 2014
Fidelity Investments July 2004 - March 2007
Fidelity Investments July 2001 - June 2004
Commerce.TV 2000 - 2001
Naval Undersea Warfare Center 1995 - 2000
Sonalysts, Inc. May 1993 - May 1995
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Waterfall, Agile Project Management, Solution Architecture, Business Analysis, Software Development, Scrum, Leadership, Software Design, SOA, Unix, Requirements Gathering, Enterprise Architecture, Vendor Management, Program Management, Process Improvement
Education
University of Massachusetts Dartmouth 1993 — 1996
Masters, Computer Science
University of Massachusetts Dartmouth 1988 — 1992
Bachelor of Science, Computer Engineering
Fidelity Investments March 2014 - Present
Fidelity Investments April 2007 - March 2014
Fidelity Investments July 2004 - March 2007
Fidelity Investments July 2001 - June 2004
Commerce.TV 2000 - 2001
Naval Undersea Warfare Center 1995 - 2000
Sonalysts, Inc. May 1993 - May 1995
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Waterfall, Agile Project Management, Solution Architecture, Business Analysis, Software Development, Scrum, Leadership, Software Design, SOA, Unix, Requirements Gathering, Enterprise Architecture, Vendor Management, Program Management, Process Improvement
Education
University of Massachusetts Dartmouth 1993 — 1996
Masters, Computer Science
University of Massachusetts Dartmouth 1988 — 1992
Bachelor of Science, Computer Engineering
Steve Santoro Steve Santoro's Fidelity Investments Experience July 2014 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments November 2009 - July 2014
Fidelity Investments December 1989 - December 2008
Credit Suisse (formerly First Boston Corporation) December 1982 - December 1989
Skills
CICS, DB2, VSAM, Fileaid, Mainframe, Easytrieve, Endeavor, COBOL
Education
University of Massachusetts Dartmouth
Physics
Fidelity Investments July 2014 - Present
Fidelity Investments November 2009 - July 2014
Fidelity Investments December 1989 - December 2008
Credit Suisse (formerly First Boston Corporation) December 1982 - December 1989
Skills
CICS, DB2, VSAM, Fileaid, Mainframe, Easytrieve, Endeavor, COBOL
Education
University of Massachusetts Dartmouth
Physics
Greg Corbin Greg Corbin's Fidelity Investments Experience March 1997 - March 1998
Job Director of Software Engineering at TriZetto, A Cognizant Company
Industry Information Technology and Services
Experience
TriZetto, A Cognizant Company October 2014 - Present
The TriZetto Group March 2012 - October 2014
The TriZetto Group January 2006 - March 2012
Informant Communications Group January 2007 - December 2007
CareKey, Inc. March 2001 - December 2005
eBusiness Technologies March 1998 - March 2001
Fidelity Investments March 1997 - March 1998
Stream International July 1996 - March 1997
Skills
JavaScript, ASP.NET, Microsoft SQL Server, HTML, XML, Software Design, Enterprise Software, Scrum, SOA, WCF, Agile Methodologies, Test Automation, Requirements Analysis, Requirements Gathering, T-SQL, Databases, Software Development, .NET, Visual Studio, Architecture, Architectures, SDLC, Software Engineering
Education
University of Massachusetts Dartmouth 1992 — 1996
TriZetto, A Cognizant Company October 2014 - Present
The TriZetto Group March 2012 - October 2014
The TriZetto Group January 2006 - March 2012
Informant Communications Group January 2007 - December 2007
CareKey, Inc. March 2001 - December 2005
eBusiness Technologies March 1998 - March 2001
Fidelity Investments March 1997 - March 1998
Stream International July 1996 - March 1997
Skills
JavaScript, ASP.NET, Microsoft SQL Server, HTML, XML, Software Design, Enterprise Software, Scrum, SOA, WCF, Agile Methodologies, Test Automation, Requirements Analysis, Requirements Gathering, T-SQL, Databases, Software Development, .NET, Visual Studio, Architecture, Architectures, SDLC, Software Engineering
Education
University of Massachusetts Dartmouth 1992 — 1996
Jonathan Pare Jonathan Pare's Fidelity Investments Experience January 2005 - 2005
Job Police Officer at Town of Lakeville, MA
Industry Law Enforcement
Experience
Massachusetts November 2012 - Present
Beth Israel Deaconess Medical Center 2008 - November 2012
Massachusetts December 2006 - March 2008
Departmet of Defense November 1999 - November 2005
Fidelity Investments January 2005 - 2005
Skills
Criminal Justice, Police, Enforcement, Community Policing, Crime Prevention, Criminal Investigations, Crisis Management, Emergency Management, Emergency Services, Executive Protection, Evidence, Firearms, First Responder, Investigation, Law Enforcement..., Patrol, Private Investigations, Public Safety, Security Management, Surveillance, Security Operations, Homeland Security, Corporate Security, Workplace Violence
Education
University of Massachusetts Boston 1993 — 1996
BS, Criminal Justice
Oliver Ames High School
Massachusetts November 2012 - Present
Beth Israel Deaconess Medical Center 2008 - November 2012
Massachusetts December 2006 - March 2008
Departmet of Defense November 1999 - November 2005
Fidelity Investments January 2005 - 2005
Skills
Criminal Justice, Police, Enforcement, Community Policing, Crime Prevention, Criminal Investigations, Crisis Management, Emergency Management, Emergency Services, Executive Protection, Evidence, Firearms, First Responder, Investigation, Law Enforcement..., Patrol, Private Investigations, Public Safety, Security Management, Surveillance, Security Operations, Homeland Security, Corporate Security, Workplace Violence
Education
University of Massachusetts Boston 1993 — 1996
BS, Criminal Justice
Oliver Ames High School
Jonathan DeIulis Jonathan DeIulis's Fidelity Investments Experience June 2008 - August 2008
Job IS Project Manager at Hallmark Health System, Inc.
Industry Information Technology and Services
Experience
Hallmark Health System, Inc. August 2014 - Present
Dell August 2013 - August 2014
Dell Services (formerly Perot Systems) June 2012 - August 2013
Dell Services June 2011 - June 2012
Dell Services August 2009 - June 2011
Perot Systems June 2009 - August 2009
Target 2004 - 2009
Fidelity Investments June 2008 - August 2008
Skills
Project Management, Process Improvement, Software Documentation, Access, Leadership, SDLC, Release Management, Business Analysis, Business Intelligence, Integration, PMO, Healthcare Information..., Microsoft Office, Visio, Data Warehousing, Analysis, HIPAA, HL7, SharePoint, Data Analysis, Oracle, Agile & Waterfall..., Business Communications, EMR, EHR, Healthcare, Documentation, ERP, BMC Remedy, MS Project, Atlassian JIRA
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelors of Science, Operations Management, Management Information Systems
Hallmark Health System, Inc. August 2014 - Present
Dell August 2013 - August 2014
Dell Services (formerly Perot Systems) June 2012 - August 2013
Dell Services June 2011 - June 2012
Dell Services August 2009 - June 2011
Perot Systems June 2009 - August 2009
Target 2004 - 2009
Fidelity Investments June 2008 - August 2008
Skills
Project Management, Process Improvement, Software Documentation, Access, Leadership, SDLC, Release Management, Business Analysis, Business Intelligence, Integration, PMO, Healthcare Information..., Microsoft Office, Visio, Data Warehousing, Analysis, HIPAA, HL7, SharePoint, Data Analysis, Oracle, Agile & Waterfall..., Business Communications, EMR, EHR, Healthcare, Documentation, ERP, BMC Remedy, MS Project, Atlassian JIRA
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelors of Science, Operations Management, Management Information Systems
Juli Masi's Fidelity Investments Experience December 2005 - October 2012
Job HR Business Process Outsourcing Delivery Manager at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt December 2013 - Present
Aon Hewitt October 2012 - December 2013
Fidelity Investments December 2005 - October 2012
Allmerica Financial June 2000 - December 2005
Commonwealth of Massachusetts April 1993 - June 2000
Skills
Learning Management, Performance Management, HRIS, Talent Management, Vendor Management, Change Management, Process Improvement, Business Analysis, Requirements Analysis, PeopleSoft, Program Management, Project Management, Organizational..., Requirements Gathering, Visio, SharePoint, Cross-functional Team..., CRM, Software Documentation
Education
University of Massachusetts Boston 1994 — 1997
BA, Psychology
University of Massachusetts Dartmouth 1992 — 1994
Psychology
Aon Hewitt December 2013 - Present
Aon Hewitt October 2012 - December 2013
Fidelity Investments December 2005 - October 2012
Allmerica Financial June 2000 - December 2005
Commonwealth of Massachusetts April 1993 - June 2000
Skills
Learning Management, Performance Management, HRIS, Talent Management, Vendor Management, Change Management, Process Improvement, Business Analysis, Requirements Analysis, PeopleSoft, Program Management, Project Management, Organizational..., Requirements Gathering, Visio, SharePoint, Cross-functional Team..., CRM, Software Documentation
Education
University of Massachusetts Boston 1994 — 1997
BA, Psychology
University of Massachusetts Dartmouth 1992 — 1994
Psychology
Brianna Sullivan Brianna Sullivan's Fidelity Investments Experience 2012 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Ralph Wheelock Elementary School September 2010 - June 2011
Realizing Children's Strengths Learning Center August 2009 - June 2010
Realizing Children's Strengths Learning Center June 2009 - June 2010
Judge Baker Children's Center June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Data Entry, Organizing, Planning, Customer Service, Financial Analysis, Outlook, Access
Education
UMass Dartmouth 2005 — 2009
Bachelor's degree, Psychology
Fidelity Investments 2012 - Present
Ralph Wheelock Elementary School September 2010 - June 2011
Realizing Children's Strengths Learning Center August 2009 - June 2010
Realizing Children's Strengths Learning Center June 2009 - June 2010
Judge Baker Children's Center June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Data Entry, Organizing, Planning, Customer Service, Financial Analysis, Outlook, Access
Education
UMass Dartmouth 2005 — 2009
Bachelor's degree, Psychology
John Maki John Maki's Fidelity Investments Experience August 2001 - October 2011
Job Senior Capacity Engineer at JC Penney
Industry Retail
Experience
Wellington Management September 2013 - September 2014
CIGNA March 2012 - August 2013
Fidelity Investments August 2001 - October 2011
Aztec Technology Partners January 2000 - March 2001
Logica January 1998 - January 2000
First Data Corp 1994 - 1997
Skills
Capacity Planning, Storage, Virtualization, Integration, Solaris, ITIL, Unix, AIX
Education
University of Massachusetts Boston 1988 — 1990
B.A., Computer Science
Wellington Management September 2013 - September 2014
CIGNA March 2012 - August 2013
Fidelity Investments August 2001 - October 2011
Aztec Technology Partners January 2000 - March 2001
Logica January 1998 - January 2000
First Data Corp 1994 - 1997
Skills
Capacity Planning, Storage, Virtualization, Integration, Solaris, ITIL, Unix, AIX
Education
University of Massachusetts Boston 1988 — 1990
B.A., Computer Science
vlasios kalaitzidis vlasios kalaitzidis's Fidelity Investments Experience March 2003 - February 2004
Job Senior Network Engineer at Prometheus Real Estate Group
Industry Information Technology and Services
Experience
Apixio April 2012 - April 2013
CBE Technologies 2005 - 2012
Fidelity Investments March 2003 - February 2004
Interops September 2000 - July 2001
Skills
SAN, Firewalls, Network Engineering, MCSE, Linux System..., MySQL, Microsoft Certified..., Windows Server, Servers, Security, VMware, Citrix, VMware ESX, Microsoft Exchange, Networking, Data Center, Storage, Disaster Recovery, VMware vSphere, Cloud Computing, Virtualization, Active Directory, Cisco Technologies, Linux, Network Security, VPN
Education
Clark University Alewife Campus 1997 — 1998
MCSE, Computer Network Certifications
UMass Boston 1992 — 1993
Apixio April 2012 - April 2013
CBE Technologies 2005 - 2012
Fidelity Investments March 2003 - February 2004
Interops September 2000 - July 2001
Skills
SAN, Firewalls, Network Engineering, MCSE, Linux System..., MySQL, Microsoft Certified..., Windows Server, Servers, Security, VMware, Citrix, VMware ESX, Microsoft Exchange, Networking, Data Center, Storage, Disaster Recovery, VMware vSphere, Cloud Computing, Virtualization, Active Directory, Cisco Technologies, Linux, Network Security, VPN
Education
Clark University Alewife Campus 1997 — 1998
MCSE, Computer Network Certifications
UMass Boston 1992 — 1993
Michelle Kessler Michelle Kessler's Fidelity Investments Experience 1995 - 1998
Job President/Program Director
Industry Education Management
Experience
Green Mountain Youth Enrichment, Inc. d.b.a. Young Rembrandts August 2012 - Present
Main Street Middle School September 2010 - November 2010
Iona & Isahaya International Kids School 2005 - 2008
Kestrel Technologies, Inc. January 2000 - September 2001
CSC 1998 - 2000
Fidelity Investments 1995 - 1998
The Cross Country Group 1994 - 1995
MFS Investment Management 1989 - 1994
Skills
Public Speaking, Non-profits, Staff Development, Curriculum Design, Strategic Planning, Curriculum Development, Fundraising, Event Planning, Research, Leadership Development, Coaching, Program Development, Community Outreach, Higher Education, Social Media, Grant Writing, Team Building, Educational Leadership, Microsoft Office, Public Relations, Project Management, Strategy, Leadership, Program Management
Education
University of Massachusetts Boston 1986 — 1989
Bachelor of Science (BS), Management information systems
University of Massachusetts Dartmouth 1981 — 1985
Bachelor of Fine Arts (B.F.A.), Fine/Studio Arts, General
Green Mountain Youth Enrichment, Inc. d.b.a. Young Rembrandts August 2012 - Present
Main Street Middle School September 2010 - November 2010
Iona & Isahaya International Kids School 2005 - 2008
Kestrel Technologies, Inc. January 2000 - September 2001
CSC 1998 - 2000
Fidelity Investments 1995 - 1998
The Cross Country Group 1994 - 1995
MFS Investment Management 1989 - 1994
Skills
Public Speaking, Non-profits, Staff Development, Curriculum Design, Strategic Planning, Curriculum Development, Fundraising, Event Planning, Research, Leadership Development, Coaching, Program Development, Community Outreach, Higher Education, Social Media, Grant Writing, Team Building, Educational Leadership, Microsoft Office, Public Relations, Project Management, Strategy, Leadership, Program Management
Education
University of Massachusetts Boston 1986 — 1989
Bachelor of Science (BS), Management information systems
University of Massachusetts Dartmouth 1981 — 1985
Bachelor of Fine Arts (B.F.A.), Fine/Studio Arts, General
Dina Merolla Dina Merolla's Fidelity Investments Experience February 2012 - Present
Job Sr. QMO Test Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments February 2007 - October 2011
Fidelity Investments 2004 - 2007
Foxboro Company June 1997 - August 1999
Teradyne September 1994 - June 1997
Skills
Quality Assurance, Visio, SDLC, Requirements Analysis, Requirements Gathering, Testing, Program Management, Process Improvement, Business Analysis, User Acceptance Testing, Vendor Management, Cross-functional Team...
Education
University of Massachusetts Dartmouth 1990 — 1994
BS, Human Resources Management
Franklin High School
Fidelity Investments February 2012 - Present
Fidelity Investments February 2007 - October 2011
Fidelity Investments 2004 - 2007
Foxboro Company June 1997 - August 1999
Teradyne September 1994 - June 1997
Skills
Quality Assurance, Visio, SDLC, Requirements Analysis, Requirements Gathering, Testing, Program Management, Process Improvement, Business Analysis, User Acceptance Testing, Vendor Management, Cross-functional Team...
Education
University of Massachusetts Dartmouth 1990 — 1994
BS, Human Resources Management
Franklin High School
Teri Deodato's Fidelity Investments Experience February 1990 - January 2000
Job Residential Property and Office Manager
Industry Writing and Editing
Experience
J.M. Deodato Co., Inc. February 2000 - Present
Fidelity Investments February 1990 - January 2000
Skills
Editing, Research, English, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Creative Writing, Customer Service, Windows, Property Management, Social Media
Education
University of Massachusetts Boston 1980 — 1983
Management:Marketing & Minor in Art
St. Columbkille's School Brighton, MA
J.M. Deodato Co., Inc. February 2000 - Present
Fidelity Investments February 1990 - January 2000
Skills
Editing, Research, English, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Creative Writing, Customer Service, Windows, Property Management, Social Media
Education
University of Massachusetts Boston 1980 — 1983
Management:Marketing & Minor in Art
St. Columbkille's School Brighton, MA
Daniel Hauber Daniel Hauber's Fidelity Investments Experience December 1997 - 2005
Job Business Analyst II at Arbella
Industry Business Supplies and Equipment
Experience
Arbella Insurance Group July 2015 - Present
Edmar Corporation December 2005 - May 2015
Fidelity Investments December 1997 - 2005
Skills
Management, Business Analysis, Process Improvement, Analysis, Requirements Analysis, Business Intelligence, CRM, Business Process, Microsoft Excel, Integration, SDLC, SQL, Microsoft Office, Visio, Access, Network Infrastructure, Desktop Application..., Desktop Support..., Sage MAS200, Workday
Education
University of Massachusetts Dartmouth 1990 — 1992
Computer Science
Duxbury High School 1987 — 1990
High School, General Studies
Arbella Insurance Group July 2015 - Present
Edmar Corporation December 2005 - May 2015
Fidelity Investments December 1997 - 2005
Skills
Management, Business Analysis, Process Improvement, Analysis, Requirements Analysis, Business Intelligence, CRM, Business Process, Microsoft Excel, Integration, SDLC, SQL, Microsoft Office, Visio, Access, Network Infrastructure, Desktop Application..., Desktop Support..., Sage MAS200, Workday
Education
University of Massachusetts Dartmouth 1990 — 1992
Computer Science
Duxbury High School 1987 — 1990
High School, General Studies
Anthony Generelli's Fidelity Investments Experience August 2005 - November 2006
Job Vice President / Investment Operations at Loomis, Sayles & Company
Industry Information Technology and Services
Experience
Loomis, Sayles & Company March 2013 - Present
Loomis Sayles July 2008 - March 2013
State Street Corporation November 2006 - July 2008
Fidelity Investments August 2005 - November 2006
Fidelity Investments July 2004 - August 2005
Skills
Business Intelligence, Business Process..., Microsoft SQL Server, SQL, Databases, Access
Education
Boston University 2011 — 2014
MS, Computer Information Systems: Database Management & Business Intelligence
University of Massachusetts Dartmouth 1999 — 2003
BA, Multidisciplinary Studies: Economic & Information Science
Loomis, Sayles & Company March 2013 - Present
Loomis Sayles July 2008 - March 2013
State Street Corporation November 2006 - July 2008
Fidelity Investments August 2005 - November 2006
Fidelity Investments July 2004 - August 2005
Skills
Business Intelligence, Business Process..., Microsoft SQL Server, SQL, Databases, Access
Education
Boston University 2011 — 2014
MS, Computer Information Systems: Database Management & Business Intelligence
University of Massachusetts Dartmouth 1999 — 2003
BA, Multidisciplinary Studies: Economic & Information Science
Jonathan W. Botts's Fidelity Investments Experience March 2002 - April 2006
Job Experienced Financial Services Executive
Industry Financial Services
Experience
The TCW Group March 2015 - April 2015
American Funds November 2010 - June 2014
American Funds April 2006 - 2010
Fidelity Investments March 2002 - April 2006
Fidelity Investments September 1999 - March 2002
Skills
Strategic Planning, Sales Execution, Sales Enablement Tools, Public Speaking, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Investment Strategies, Securities, Wealth Management, 529 Plans, Qualified Retirement..., Sales, Marketing, Cross-functional Team..., Separately Managed..., Investment Advisory, Asset Management, 401k, Series 6, Alternative Investments, Group Presentations, Retirement
Education
University of Massachusetts Dartmouth 1995 — 1999
BS - History
The TCW Group March 2015 - April 2015
American Funds November 2010 - June 2014
American Funds April 2006 - 2010
Fidelity Investments March 2002 - April 2006
Fidelity Investments September 1999 - March 2002
Skills
Strategic Planning, Sales Execution, Sales Enablement Tools, Public Speaking, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Investment Strategies, Securities, Wealth Management, 529 Plans, Qualified Retirement..., Sales, Marketing, Cross-functional Team..., Separately Managed..., Investment Advisory, Asset Management, 401k, Series 6, Alternative Investments, Group Presentations, Retirement
Education
University of Massachusetts Dartmouth 1995 — 1999
BS - History
Kevin Stearns's Fidelity Investments Experience
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
IT Strategy, Software Development, Vendor Management, SDLC, Project Management, Business Analysis
Education
University of Massachusetts Boston 1994 — 1997
Fidelity Investments
Skills
IT Strategy, Software Development, Vendor Management, SDLC, Project Management, Business Analysis
Education
University of Massachusetts Boston 1994 — 1997
Jean McGurl's Fidelity Investments Experience 1998 - 2005
Job Director of Benefits and Compensation at Boston Red Sox
Industry Sports
Experience
Boston Red Sox January 2015 - Present
Boston Red Sox March 2013 - Present
Boston Beer Company 2006 - 2013
Unum 2005 - 2006
Fidelity Investments 1998 - 2005
Tyco International 1994 - 1998
Prince Communications 1993 - 1994
BayBanks, Inc. 1986 - 1993
Skills
Deferred Compensation, Benefits Administration, Labor Relations, Employee Relations, Performance Management, Employee Benefits, FMLA, HRIS, Payroll, Vendor Management, Mergers, Process Improvement, Human Resources, Personnel Management, Onboarding, HR Policies
Education
University of Massachusetts Boston 1986 — 1991
BS, Economics
Boston Red Sox January 2015 - Present
Boston Red Sox March 2013 - Present
Boston Beer Company 2006 - 2013
Unum 2005 - 2006
Fidelity Investments 1998 - 2005
Tyco International 1994 - 1998
Prince Communications 1993 - 1994
BayBanks, Inc. 1986 - 1993
Skills
Deferred Compensation, Benefits Administration, Labor Relations, Employee Relations, Performance Management, Employee Benefits, FMLA, HRIS, Payroll, Vendor Management, Mergers, Process Improvement, Human Resources, Personnel Management, Onboarding, HR Policies
Education
University of Massachusetts Boston 1986 — 1991
BS, Economics
Steve Del Mastro (781)848-9800 x.60114's Fidelity Investments Experience July 1998 - December 1999
Job Recruiting Manager at Robert Half Inc.
Industry Accounting
Experience
Robert Half 2013 - Present
SNH, INC. June 2007 - June 2013
z57 August 2005 - June 2007
ImageCom June 2004 - July 2005
Allegiance Telecom, Inc. January 2000 - November 2003
Fidelity Investments July 1998 - December 1999
Evanswood 1994 - 1999
Evanswood 1994 - 1999
Skills
Accounting, Account Management, Accounts Receivable, Sales, Sales Management, Collections, Finance, CRM, Management, Recruiting
Education
University of Massachusetts Dartmouth 1993 — 1998
Bachelors of Science, Accounting and Finance
Silver Lake Regional High School
Silver Lake Regional High School
Robert Half 2013 - Present
SNH, INC. June 2007 - June 2013
z57 August 2005 - June 2007
ImageCom June 2004 - July 2005
Allegiance Telecom, Inc. January 2000 - November 2003
Fidelity Investments July 1998 - December 1999
Evanswood 1994 - 1999
Evanswood 1994 - 1999
Skills
Accounting, Account Management, Accounts Receivable, Sales, Sales Management, Collections, Finance, CRM, Management, Recruiting
Education
University of Massachusetts Dartmouth 1993 — 1998
Bachelors of Science, Accounting and Finance
Silver Lake Regional High School
Silver Lake Regional High School
Laura Hoult's Fidelity Investments Experience July 2006 - May 2008
Job Financial Services Leader | Product Development | Project Management | Business Management
Industry Financial Services
Experience
Wellington Management May 2008 - April 2015
Fidelity Investments July 2006 - May 2008
Brown Brothers Harriman January 1997 - June 2006
Independent Consultant September 1994 - December 1996
Mellon Trust January 1990 - August 1994
Skills
Alternative Investments, Fixed Income, Mutual Funds, Financial Services, Equities, Investments, Securities, Strategy, Investment Management, CRM, Investment Advisory, Business Analysis, Team Leadership, Asset Management, Corporate Actions, Fund Accounting, Wealth Management, Asset Managment, Offshore Funds, AIFMD, Global Private Banking, Marketing Communications, Business Architecture, Business Strategy, Building New Business, Project Management, Building World Class..., Management, Business Management, Organizational..., Organizational Design, Offshore mutual funds, Project Planning, Product Development, Product Management, Product Design, Derivatives
Education
University of Massachusetts Dartmouth 1983 — 1986
Bachelor of Science (BS), Marketing
Wellesley Senior High School 1979 — 1982
High School Diploma
Wellington Management May 2008 - April 2015
Fidelity Investments July 2006 - May 2008
Brown Brothers Harriman January 1997 - June 2006
Independent Consultant September 1994 - December 1996
Mellon Trust January 1990 - August 1994
Skills
Alternative Investments, Fixed Income, Mutual Funds, Financial Services, Equities, Investments, Securities, Strategy, Investment Management, CRM, Investment Advisory, Business Analysis, Team Leadership, Asset Management, Corporate Actions, Fund Accounting, Wealth Management, Asset Managment, Offshore Funds, AIFMD, Global Private Banking, Marketing Communications, Business Architecture, Business Strategy, Building New Business, Project Management, Building World Class..., Management, Business Management, Organizational..., Organizational Design, Offshore mutual funds, Project Planning, Product Development, Product Management, Product Design, Derivatives
Education
University of Massachusetts Dartmouth 1983 — 1986
Bachelor of Science (BS), Marketing
Wellesley Senior High School 1979 — 1982
High School Diploma
Patricia Palmer's Fidelity Investments Experience February 2004 - March 2010
Job Director, User Experience Design
Industry Internet
Experience
TIAA-CREF May 2012 - Present
Bank of America May 2010 - May 2012
Fidelity Investments February 2004 - March 2010
i-Collaborative January 1997 - February 2004
AT&T New Media Services, Inc. (Interchange) April 1994 - January 1997
Scally Design May 1991 - April 1994
Boston Capital Partners September 1989 - September 1991
The Dickerson Group May 1987 - June 1989
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, User Experience Design, Usability, User-centered Design, Web Design, Experience Design, User Interface, Information Design, Usability Testing, User Research, Wireframes, Project Management, Usability Engineering, Heuristic Evaluation, Accessibility, Wire Framing, Strategy, Digital Strategy, Design Strategy, Concept Development, Art Direction, Persona, Content Strategy, Content Management, Visual Design, Axure, Design Management, Persona Creation, Sketching, User Scenarios, Mobile Design, Mobile Applications, Human Computer..., Strategic Design, LEGO® SERIOUS PLAY®...
Education
Stanford d. School 2013 — 2013
University of Massachusetts Dartmouth 1983 — 1987
BFA
TIAA-CREF May 2012 - Present
Bank of America May 2010 - May 2012
Fidelity Investments February 2004 - March 2010
i-Collaborative January 1997 - February 2004
AT&T New Media Services, Inc. (Interchange) April 1994 - January 1997
Scally Design May 1991 - April 1994
Boston Capital Partners September 1989 - September 1991
The Dickerson Group May 1987 - June 1989
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, User Experience Design, Usability, User-centered Design, Web Design, Experience Design, User Interface, Information Design, Usability Testing, User Research, Wireframes, Project Management, Usability Engineering, Heuristic Evaluation, Accessibility, Wire Framing, Strategy, Digital Strategy, Design Strategy, Concept Development, Art Direction, Persona, Content Strategy, Content Management, Visual Design, Axure, Design Management, Persona Creation, Sketching, User Scenarios, Mobile Design, Mobile Applications, Human Computer..., Strategic Design, LEGO® SERIOUS PLAY®...
Education
Stanford d. School 2013 — 2013
University of Massachusetts Dartmouth 1983 — 1987
BFA
James LaTour's Fidelity Investments Experience November 2007 - August 2013
Job Web Developer at Computershare
Industry Information Technology and Services
Experience
Computershare March 2015 - Present
Trinity Consulting November 2004 - March 2015
Fidelity Investments November 2007 - August 2013
Advocates, Inc. October 2002 - November 2004
Skills
Business Analysis, SDLC, SQL, Agile Methodologies, Program Management, Requirements Gathering, Software Documentation, Software Development, Windows Server, Databases, Database Design, Database Administration, ASP.NET, C#, VB.NET, SOAP, Web Services, Microsoft SQL Server, T-SQL, Visual Studio, SharePoint, SharePoint Server, Windows Sharepoint..., Microsoft Exchange, Office 365, Windows Azure, Quality Assurance
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (BS), Computer Information Science
Computershare March 2015 - Present
Trinity Consulting November 2004 - March 2015
Fidelity Investments November 2007 - August 2013
Advocates, Inc. October 2002 - November 2004
Skills
Business Analysis, SDLC, SQL, Agile Methodologies, Program Management, Requirements Gathering, Software Documentation, Software Development, Windows Server, Databases, Database Design, Database Administration, ASP.NET, C#, VB.NET, SOAP, Web Services, Microsoft SQL Server, T-SQL, Visual Studio, SharePoint, SharePoint Server, Windows Sharepoint..., Microsoft Exchange, Office 365, Windows Azure, Quality Assurance
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (BS), Computer Information Science
Lillian Sullivan Jacobs's Fidelity Investments Experience September 2005 - October 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street June 2011 - Present
State Street Bank Global Markets October 2007 - June 2011
Fidelity Investments September 2005 - October 2007
Brown Brothers Harriman January 2005 - September 2005
State Street Research January 2003 - January 2005
Brown Brothers Harriman August 2000 - December 2002
State Street Research & Management Co October 1998 - August 2000
BankBoston April 1996 - August 1998
State Street Global Advisors August 1988 - April 1996
Education
University of Massachusetts Boston 1993 — 1999
BA, Psychology
University of Southern Maine 1977 — 1980
Fine Arts, Classical Studies
State Street June 2011 - Present
State Street Bank Global Markets October 2007 - June 2011
Fidelity Investments September 2005 - October 2007
Brown Brothers Harriman January 2005 - September 2005
State Street Research January 2003 - January 2005
Brown Brothers Harriman August 2000 - December 2002
State Street Research & Management Co October 1998 - August 2000
BankBoston April 1996 - August 1998
State Street Global Advisors August 1988 - April 1996
Education
University of Massachusetts Boston 1993 — 1999
BA, Psychology
University of Southern Maine 1977 — 1980
Fine Arts, Classical Studies
Richard Jussaume's Fidelity Investments Experience August 1995 - August 1996
Job Director of Application Development and Integration at Volpe, The National Transportation Systems Center
Industry Information Technology and Services
Experience
Volpe, The National Transportation Systems Center September 2013 - Present
Volpe, The National Transportation Systems Center November 2012 - September 2013
Volpe, The National Transportation Systems Center August 2012 - October 2012
Neighborhood Health Plan of Rhode Island September 2006 - January 2012
Optas, a Division of Dendrite July 2004 - September 2006
Interblade, Inc November 1999 - July 2004
Breakaway Solutions August 1996 - November 1999
Fidelity Investments August 1995 - August 1996
State Street Bank May 1994 - August 1995
Skills
Business Intelligence, Databases, Microsoft SQL Server, Integration, Data Warehousing, SQL, Software Development, Enterprise Software, CRM, Business Analysis, Database Design, T-SQL, SDLC, Requirements Analysis, Management, Performance Tuning, Project Management, Data Modeling, SSIS, .NET, IT Management, SharePoint, Quality Assurance, SQL Server, Systems Analysis, Crystal Reports, CRM software, Database Marketing, Healthcare IT, Database Development, Technology Management, OLAP, Cognos, Agile Methodologies, Requirements Gathering, Web Applications, Software Project..., SSRS, Customer Relations, Contract Management, SQL database design, Solution Architecture, Star Schema, JavaScript, XML, WhatsUp, Scrum, BMC Remedy
Education
University of Massachusetts Dartmouth 1987 — 1991
BS, Computer Science
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Computer Science
Volpe, The National Transportation Systems Center September 2013 - Present
Volpe, The National Transportation Systems Center November 2012 - September 2013
Volpe, The National Transportation Systems Center August 2012 - October 2012
Neighborhood Health Plan of Rhode Island September 2006 - January 2012
Optas, a Division of Dendrite July 2004 - September 2006
Interblade, Inc November 1999 - July 2004
Breakaway Solutions August 1996 - November 1999
Fidelity Investments August 1995 - August 1996
State Street Bank May 1994 - August 1995
Skills
Business Intelligence, Databases, Microsoft SQL Server, Integration, Data Warehousing, SQL, Software Development, Enterprise Software, CRM, Business Analysis, Database Design, T-SQL, SDLC, Requirements Analysis, Management, Performance Tuning, Project Management, Data Modeling, SSIS, .NET, IT Management, SharePoint, Quality Assurance, SQL Server, Systems Analysis, Crystal Reports, CRM software, Database Marketing, Healthcare IT, Database Development, Technology Management, OLAP, Cognos, Agile Methodologies, Requirements Gathering, Web Applications, Software Project..., SSRS, Customer Relations, Contract Management, SQL database design, Solution Architecture, Star Schema, JavaScript, XML, WhatsUp, Scrum, BMC Remedy
Education
University of Massachusetts Dartmouth 1987 — 1991
BS, Computer Science
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Computer Science
Thomas Bright, Sr's Fidelity Investments Experience May 1996 - August 1999
Job CEO & President
Industry Computer Software
Experience
Lulu.com January 2013 - December 2014
Lulu.com May 2010 - December 2014
WebAssign December 2011 - October 2013
Peopleclick, Inc. June 2005 - May 2010
VeriSign December 2003 - June 2005
Artesia Technologies July 2002 - December 2003
J.P. Morgan Chase - Vastera August 1999 - April 2002
Fidelity Investments May 1996 - August 1999
Progress Software July 1993 - May 1996
Lotus Development April 1984 - June 1993
Skills
SDLC, Budgeting, Change, Strategic Planning, Organizational..., Planning, Team Building, Leadership Development, Performance Management, Negotiation, Coaching, Forecasting, Product Development, Business Strategy, Process Improvement, Talent Management, Program Management, Vendor Management, Integration, Operations Management, Problem Solving, Business Analysis, Business Planning, Team Leadership, Succession Planning, Executive Coaching, New Business Development, P&L Management, Organizational Design, Organizational Change, Product Management, Quality Assurance, Change Management, Cross-functional Team..., Contract Negotiations, Customer Relations, Mentoring, Business Management, Contract Negotiation, Strategy Development, Enterprise Software, Team Management, Outsourcing, Employee Relations, Vendor Relations, Executive Management, Customer Service, Business Intelligence, E-commerce, Competitive Analysis
Education
University of Massachusetts Boston 1980 — 1982
Bachelor of Science, Business Managenent & Computer Science
St. Mary's High School 1973 — 1977
Lulu.com January 2013 - December 2014
Lulu.com May 2010 - December 2014
WebAssign December 2011 - October 2013
Peopleclick, Inc. June 2005 - May 2010
VeriSign December 2003 - June 2005
Artesia Technologies July 2002 - December 2003
J.P. Morgan Chase - Vastera August 1999 - April 2002
Fidelity Investments May 1996 - August 1999
Progress Software July 1993 - May 1996
Lotus Development April 1984 - June 1993
Skills
SDLC, Budgeting, Change, Strategic Planning, Organizational..., Planning, Team Building, Leadership Development, Performance Management, Negotiation, Coaching, Forecasting, Product Development, Business Strategy, Process Improvement, Talent Management, Program Management, Vendor Management, Integration, Operations Management, Problem Solving, Business Analysis, Business Planning, Team Leadership, Succession Planning, Executive Coaching, New Business Development, P&L Management, Organizational Design, Organizational Change, Product Management, Quality Assurance, Change Management, Cross-functional Team..., Contract Negotiations, Customer Relations, Mentoring, Business Management, Contract Negotiation, Strategy Development, Enterprise Software, Team Management, Outsourcing, Employee Relations, Vendor Relations, Executive Management, Customer Service, Business Intelligence, E-commerce, Competitive Analysis
Education
University of Massachusetts Boston 1980 — 1982
Bachelor of Science, Business Managenent & Computer Science
St. Mary's High School 1973 — 1977
Al Pavao's Fidelity Investments Experience LAN / Infrastructure SupportPictureTel1994 - 1999
Job Principal Systems Services Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments LAN / Infrastructure SupportPictureTel1994 - 1999
Skills
SDLC, Vendor Management, Software Project..., Management, Business Analysis, Requirements Analysis, Enterprise Architecture, Agile Methodologies, PMP, Process Improvement
Education
University of Massachusetts Dartmouth 1988 — 1994
Bachelors, Electrical Engineering
Fidelity Investments LAN / Infrastructure SupportPictureTel1994 - 1999
Skills
SDLC, Vendor Management, Software Project..., Management, Business Analysis, Requirements Analysis, Enterprise Architecture, Agile Methodologies, PMP, Process Improvement
Education
University of Massachusetts Dartmouth 1988 — 1994
Bachelors, Electrical Engineering
Ashutosh Belhe's Fidelity Investments Experience June 2006 - September 2006
Job Software Professional at The MathWorks
Industry Computer Software
Experience
The MathWorks September 2012 - Present
EMC April 2008 - September 2012
UMass Dartmouth January 2007 - January 2008
Fidelity Investments June 2006 - September 2006
Skills
Engineering, C, Testing, Matlab, Troubleshooting, Automation, Software Engineering, Quality Center
Education
University of Massachusetts Dartmouth 2005 — 2007
Masters
The MathWorks September 2012 - Present
EMC April 2008 - September 2012
UMass Dartmouth January 2007 - January 2008
Fidelity Investments June 2006 - September 2006
Skills
Engineering, C, Testing, Matlab, Troubleshooting, Automation, Software Engineering, Quality Center
Education
University of Massachusetts Dartmouth 2005 — 2007
Masters
J. Kenneth O'Connell PMP's Fidelity Investments Experience October 2011 - December 2011
Job Project Management Consultant
Industry Information Technology and Services
Experience
Brown Brothers Harriman October 2013 - December 2013
PC Connection April 2012 - October 2012
Fidelity Investments October 2011 - December 2011
Bain Capital February 2011 - September 2011
State Street December 2008 - June 2010
State Street January 2008 - October 2008
Fidelity Investments August 2007 - December 2007
Fidelity Investments May 2006 - July 2007
State Street January 2005 - April 2006
Putnam Investments July 2004 - December 2004
Skills
Vendor Management, Process Improvement, Financial Services, PMP, Project Management, Corporate Actions, Marketing, Defined Benefit, Defined Contribution, SDLC, Agile Methodologies, Software Project..., Cross Functional Team..., Mutual Funds, 401k, E-commerce, Business Analysis, Integration, Software Development, Data Warehousing, Business Process..., Requirements Gathering, Management, Networking, Leadership, Business Requirements, PMO, SharePoint, Software Documentation, Testing, Project Portfolio..., Project Planning, Requirements Analysis, Disaster Recovery, Relational Databases, Business Intelligence, Consulting, IT Strategy, Business Process, Visio, Agile Project Management, IT Management, Systems Analysis, Program Management, Resource Management, Information Technology, Enterprise Architecture, User Acceptance Testing, Cross-functional Team...
Education
University of Massachusetts Boston
BA, Math
Brown Brothers Harriman October 2013 - December 2013
PC Connection April 2012 - October 2012
Fidelity Investments October 2011 - December 2011
Bain Capital February 2011 - September 2011
State Street December 2008 - June 2010
State Street January 2008 - October 2008
Fidelity Investments August 2007 - December 2007
Fidelity Investments May 2006 - July 2007
State Street January 2005 - April 2006
Putnam Investments July 2004 - December 2004
Skills
Vendor Management, Process Improvement, Financial Services, PMP, Project Management, Corporate Actions, Marketing, Defined Benefit, Defined Contribution, SDLC, Agile Methodologies, Software Project..., Cross Functional Team..., Mutual Funds, 401k, E-commerce, Business Analysis, Integration, Software Development, Data Warehousing, Business Process..., Requirements Gathering, Management, Networking, Leadership, Business Requirements, PMO, SharePoint, Software Documentation, Testing, Project Portfolio..., Project Planning, Requirements Analysis, Disaster Recovery, Relational Databases, Business Intelligence, Consulting, IT Strategy, Business Process, Visio, Agile Project Management, IT Management, Systems Analysis, Program Management, Resource Management, Information Technology, Enterprise Architecture, User Acceptance Testing, Cross-functional Team...
Education
University of Massachusetts Boston
BA, Math
Jay Corinha's Fidelity Investments Experience January 2013 - Present
Job Sr. Director, CRM, Analytics & Database Insights
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments February 2009 - Present
National Financial a Fidelity Investments Company February 2007 - Present
Seaport Companies September 2006 - February 2007
EMC May 2005 - April 2006
EMC August 2003 - April 2005
Tyco Healthcare December 2002 - May 2003
Storability May 2000 - August 2001
GTE Internetworking September 1998 - May 2000
BBN Technologies July 1995 - September 1998
Skills
Business Intelligence, Analytics, SaaS, Program Management, Contract Negotiation, Team Building, ITIL, Vendor Management, Team Leadership, SAP Business Objects..., Product Management, Management, Competitive Analysis, CRM, Leadership, Strategy, Integration, Business Analysis, Project Management, Enterprise Software, Start-ups, Analysis, Project Portfolio..., Data Center, Change Management, IT Service Management, PMO, Security, Business Planning, Project Planning, Risk Management, Business Process...
Education
University of Massachusetts Dartmouth 1977 — 1981
Bachelor of Science (B.S.)
Winthrop Senior High School
Fidelity Investments January 2013 - Present
Fidelity Investments February 2009 - Present
National Financial a Fidelity Investments Company February 2007 - Present
Seaport Companies September 2006 - February 2007
EMC May 2005 - April 2006
EMC August 2003 - April 2005
Tyco Healthcare December 2002 - May 2003
Storability May 2000 - August 2001
GTE Internetworking September 1998 - May 2000
BBN Technologies July 1995 - September 1998
Skills
Business Intelligence, Analytics, SaaS, Program Management, Contract Negotiation, Team Building, ITIL, Vendor Management, Team Leadership, SAP Business Objects..., Product Management, Management, Competitive Analysis, CRM, Leadership, Strategy, Integration, Business Analysis, Project Management, Enterprise Software, Start-ups, Analysis, Project Portfolio..., Data Center, Change Management, IT Service Management, PMO, Security, Business Planning, Project Planning, Risk Management, Business Process...
Education
University of Massachusetts Dartmouth 1977 — 1981
Bachelor of Science (B.S.)
Winthrop Senior High School
Jean Ricciuti's Fidelity Investments Experience March 1993 - August 2002
Job Office/Operations Manager
Industry Financial Services
Experience
Generations Asset Preservation, LLC January 2011 - Present
Senior Resource Center, Inc. August 2002 - December 2010
Fidelity Investments March 1993 - August 2002
Skills
Employee Relations, Human Resources, Leadership, Management, Talent Management, Succession Planning
Education
University of Massachusetts Boston 1972 — 1976
Generations Asset Preservation, LLC January 2011 - Present
Senior Resource Center, Inc. August 2002 - December 2010
Fidelity Investments March 1993 - August 2002
Skills
Employee Relations, Human Resources, Leadership, Management, Talent Management, Succession Planning
Education
University of Massachusetts Boston 1972 — 1976
Laura Nardone's Fidelity Investments Experience 1993 - 1998
Job Vice President, Regional Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2013 - Present
Goldman Sachs Asset Management December 2009 - June 2013
RiverSource Asset Management 2006 - December 2009
Putnam Investments 2000 - 2006
Fidelity Investments 1993 - 1998
Education
University of Massachusetts Boston
Prudential Financial June 2013 - Present
Goldman Sachs Asset Management December 2009 - June 2013
RiverSource Asset Management 2006 - December 2009
Putnam Investments 2000 - 2006
Fidelity Investments 1993 - 1998
Education
University of Massachusetts Boston
Craig Klinedinst's Fidelity Investments Experience June 1999 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 1999 - Present
Skills
SDLC, Requirements Analysis, Agile Methodologies, Requirements Gathering, Business Analysis, Software Project..., Vendor Management, Visio, Systems Analysis, SOA, Enterprise Architecture, Agile Project Management
Education
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Arts (BA), Business Information Systems
Fidelity Investments June 1999 - Present
Skills
SDLC, Requirements Analysis, Agile Methodologies, Requirements Gathering, Business Analysis, Software Project..., Vendor Management, Visio, Systems Analysis, SOA, Enterprise Architecture, Agile Project Management
Education
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Arts (BA), Business Information Systems
Aashay Joshi's Fidelity Investments Experience June 2006 - August 2006
Job Software Engineer at NetApp
Industry Computer Software
Experience
NetApp February 2013 - Present
Kronos March 2008 - February 2013
University of Massachusetts Dartmouth September 2005 - March 2008
Fidelity Investments June 2006 - August 2006
Syntel 2004 - 2005
Skills
JUnit, Agile Methodologies, REST, XML, Java, JSP, JavaScript, Software Development, JBoss Application Server, HTML, Flex, SQL, UML, Scrum, Servlets, Microsoft SQL Server, Web Applications, AJAX, CSS, Test Driven Development, JDBC, .NET, C++, Oracle, Ant, SaaS, IIS, OOP, SOAP, Selenium, Apache, MySQL, jQuery, EJB, ActionScript, MXML, OSGi, SoapUI, YUI, JSON, Windows Installer XML..., Groovy, Grails, Data Warehousing, Cognos, Cassandra, LESS, Backbone.js, Interaction Design
Education
University of Massachusetts Dartmouth 2005 — 2007
MS, Computer Science
Shah & Anchor Engineering College, Mumbai 2000 — 2004
BE, Information Technology
University of Mumbai 2000 — 2004
BE, Information Technology
NetApp February 2013 - Present
Kronos March 2008 - February 2013
University of Massachusetts Dartmouth September 2005 - March 2008
Fidelity Investments June 2006 - August 2006
Syntel 2004 - 2005
Skills
JUnit, Agile Methodologies, REST, XML, Java, JSP, JavaScript, Software Development, JBoss Application Server, HTML, Flex, SQL, UML, Scrum, Servlets, Microsoft SQL Server, Web Applications, AJAX, CSS, Test Driven Development, JDBC, .NET, C++, Oracle, Ant, SaaS, IIS, OOP, SOAP, Selenium, Apache, MySQL, jQuery, EJB, ActionScript, MXML, OSGi, SoapUI, YUI, JSON, Windows Installer XML..., Groovy, Grails, Data Warehousing, Cognos, Cassandra, LESS, Backbone.js, Interaction Design
Education
University of Massachusetts Dartmouth 2005 — 2007
MS, Computer Science
Shah & Anchor Engineering College, Mumbai 2000 — 2004
BE, Information Technology
University of Mumbai 2000 — 2004
BE, Information Technology
Pradeep Kadiyala's Fidelity Investments Experience 2004 - 2008
Job Assistant Vice President/Sr. Programming Analyst at Citi
Industry Computer Software
Experience
Citi December 2012 - Present
Crisp Media February 2008 - Present
Fidelity Investments 2004 - 2008
Skills
Java Enterprise Edition, JavaScript, Java, Maven, Design Patterns, Web Development, Tomcat, Spring, Mobile Applications, REST, AJAX, Mobile Devices, Web Services, Software Development, Hibernate, SQL, Agile Methodologies, Enterprise Software
Education
University of Massachusetts Boston 2003 — 2005
Citi December 2012 - Present
Crisp Media February 2008 - Present
Fidelity Investments 2004 - 2008
Skills
Java Enterprise Edition, JavaScript, Java, Maven, Design Patterns, Web Development, Tomcat, Spring, Mobile Applications, REST, AJAX, Mobile Devices, Web Services, Software Development, Hibernate, SQL, Agile Methodologies, Enterprise Software
Education
University of Massachusetts Boston 2003 — 2005
Nora Bourgoin's Fidelity Investments Experience 1993 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Family Office Services (FFOS) 2004 - 2008
Fidelity Family Office Services 2004 - 2008
Fidelity Investments 1993 - 2008
First Data Corporation 1989 - 1993
American Express Information Services/FDC 1989 - 1993
The Boston Company, First Data 1988 - 1993
BFDS 1985 - 1988
Skills
Mutual Funds, Investments, Vendor Management, Business Analysis, SDLC, Risk Management, Financial Services
Education
University of Massachusetts Boston
Fidelity Family Office Services (FFOS) 2004 - 2008
Fidelity Family Office Services 2004 - 2008
Fidelity Investments 1993 - 2008
First Data Corporation 1989 - 1993
American Express Information Services/FDC 1989 - 1993
The Boston Company, First Data 1988 - 1993
BFDS 1985 - 1988
Skills
Mutual Funds, Investments, Vendor Management, Business Analysis, SDLC, Risk Management, Financial Services
Education
University of Massachusetts Boston
Aaron Guillotte's Fidelity Investments Experience September 2006 - December 2008
Job Associate at LNR Property LLC
Industry Commercial Real Estate
Experience
LNR Partners, LLC July 2011 - Present
Boston Financial Investment Management April 2010 - July 2011
Fidelity Investments September 2006 - December 2008
State Street Corporation June 2005 - August 2006
A.G. Edwards May 2003 - September 2003
Skills
Access, Excel, PowerPoint, Word, Research, Real Estate, Asset Management, Microsoft Word, Microsoft Excel, Due Diligence, Finance, Investments
Education
University of Massachusetts Dartmouth 2000 — 2005
BA, Economics
LNR Partners, LLC July 2011 - Present
Boston Financial Investment Management April 2010 - July 2011
Fidelity Investments September 2006 - December 2008
State Street Corporation June 2005 - August 2006
A.G. Edwards May 2003 - September 2003
Skills
Access, Excel, PowerPoint, Word, Research, Real Estate, Asset Management, Microsoft Word, Microsoft Excel, Due Diligence, Finance, Investments
Education
University of Massachusetts Dartmouth 2000 — 2005
BA, Economics
Seth Moran's Fidelity Investments Experience January 2015 - Present
Job Business Process Management Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2011 - December 2014
Fidelity Investments February 2011 - September 2011
Fidelity Investments January 2008 - February 2011
Fidelity Investments August 2006 - January 2008
Massachusetts Biotechnology Council December 2001 - April 2006
Arthur D. Little 2000 - 2001
Skills
SDLC, Business Analysis, Requirements Analysis, Project Management, User Acceptance Testing, Process Improvement, Data Analysis, Databases, Requirements Gathering, Vendor Management, Testing, Business Process..., Visio
Education
University of Massachusetts Boston
University of Massachusetts, Amherst
Fidelity Investments January 2015 - Present
Fidelity Investments September 2011 - December 2014
Fidelity Investments February 2011 - September 2011
Fidelity Investments January 2008 - February 2011
Fidelity Investments August 2006 - January 2008
Massachusetts Biotechnology Council December 2001 - April 2006
Arthur D. Little 2000 - 2001
Skills
SDLC, Business Analysis, Requirements Analysis, Project Management, User Acceptance Testing, Process Improvement, Data Analysis, Databases, Requirements Gathering, Vendor Management, Testing, Business Process..., Visio
Education
University of Massachusetts Boston
University of Massachusetts, Amherst
Melinda Lynch's Fidelity Investments Experience October 2011 - Present
Job Sr Quality Assurance Engineer at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments December 2009 - October 2011
Fidelity Investments 1995 - December 2009
Education
University of Massachusetts Boston 1983 — 1987
BA, Sociology
Fidelity Investments October 2011 - Present
Fidelity Investments December 2009 - October 2011
Fidelity Investments 1995 - December 2009
Education
University of Massachusetts Boston 1983 — 1987
BA, Sociology
Beth McNutt, MBA's Fidelity Investments Experience 2005 - 2006
Job Supervisor, HR Service Center at UMass Medical School
Industry Human Resources
Experience
UMass Medical School December 2014 - Present
UMass Medical School January 2008 - Present
Embassy Suites (temporary position) 2007 - 2008
Fidelity Investments 2005 - 2006
Skills
Employee Relations, Customer Service, Benefits, Payroll, Calendar Management, Talent..., Temporary..., Temporary Staffing, Administrative Work, Employee Benefits, Time Management, Invoicing, Personnel Management, Calendaring, Human Resources, Interviews, Onboarding, Deferred Compensation, PeopleSoft, Policy, Training, HR Policies, Administration, Leadership
Education
University of Massachusetts, Amherst 2010 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Dartmouth 2003 — 2005
Management, Human Resources
Mount Wachusett Community College 1999 — 2003
Associate's Degree, Business Administration
UMass Medical School December 2014 - Present
UMass Medical School January 2008 - Present
Embassy Suites (temporary position) 2007 - 2008
Fidelity Investments 2005 - 2006
Skills
Employee Relations, Customer Service, Benefits, Payroll, Calendar Management, Talent..., Temporary..., Temporary Staffing, Administrative Work, Employee Benefits, Time Management, Invoicing, Personnel Management, Calendaring, Human Resources, Interviews, Onboarding, Deferred Compensation, PeopleSoft, Policy, Training, HR Policies, Administration, Leadership
Education
University of Massachusetts, Amherst 2010 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Dartmouth 2003 — 2005
Management, Human Resources
Mount Wachusett Community College 1999 — 2003
Associate's Degree, Business Administration
David Cannistraro's Fidelity Investments Experience August 2012 - Present
Job Senior Client and Product ManagerSecurities Lending at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments August 2009 - July 2012
Fidelity Investments June 2007 - August 2009
Fidelity Investments - FPCMS 2007 - 2008
Fidelity Investments January 2003 - May 2007
Fidelity Investments February 2000 - January 2003
Skills
Trading, Loans, Settlement, Securities Lending, Program Management, Securities, Mutual Funds, Financial Services, Fixed Income, Corporate Actions, Equities, Bonds, Asset Management, Bloomberg, Investments, Financial Analysis
Education
University of Massachusetts Dartmouth 1992 — 1995
Marketing
University of Massachusetts, Amherst 1991 — 1992
Arts and Sciences
Fidelity Investments August 2012 - Present
Fidelity Investments August 2009 - July 2012
Fidelity Investments June 2007 - August 2009
Fidelity Investments - FPCMS 2007 - 2008
Fidelity Investments January 2003 - May 2007
Fidelity Investments February 2000 - January 2003
Skills
Trading, Loans, Settlement, Securities Lending, Program Management, Securities, Mutual Funds, Financial Services, Fixed Income, Corporate Actions, Equities, Bonds, Asset Management, Bloomberg, Investments, Financial Analysis
Education
University of Massachusetts Dartmouth 1992 — 1995
Marketing
University of Massachusetts, Amherst 1991 — 1992
Arts and Sciences
Sami Abdallah's Fidelity Investments Experience January 2007 - October 2007
Job .Net/SharePoint Principal Software Engineer at Harvard Business School
Industry Internet
Experience
Information Technology Group - Harvard Business School November 2008 - Present
Massachusetts School Building Authority 2007 - 2008
Fidelity Investments. January 2007 - October 2007
Ropes & Gray. October 2006 - January 2007
Fidelity Investments. February 2005 - October 2006
Skills
.NET, ADO.NET, AJAX, ASP.NET
Education
University of Massachusetts Boston 1990 — 1994
BS, Engineering Physics/Computer Science
Johann Ludwig Schneller 1974 — 1982
High School Deploma
Information Technology Group - Harvard Business School November 2008 - Present
Massachusetts School Building Authority 2007 - 2008
Fidelity Investments. January 2007 - October 2007
Ropes & Gray. October 2006 - January 2007
Fidelity Investments. February 2005 - October 2006
Skills
.NET, ADO.NET, AJAX, ASP.NET
Education
University of Massachusetts Boston 1990 — 1994
BS, Engineering Physics/Computer Science
Johann Ludwig Schneller 1974 — 1982
High School Deploma
Scott Dumas's Fidelity Investments Experience October 2000 - September 2002
Job General Manager at Pyramid Management Group
Industry Real Estate
Experience
Pyramid Management Group September 2010 - Present
Pyramid Management Group January 2008 - September 2010
Pyramid Management Group July 2004 - December 2007
Fidelity Investments - National Financial October 2002 - July 2004
Fidelity Investments October 2000 - September 2002
Fidelity Investments July 1999 - October 2000
US Army March 1992 - March 1999
Skills
Real Estate, Management, Property Management, Shopping Centers, Tenant, Leases, Real Estate Development, Contract Negotiation, Negotiation, Lease Negotiations, Real Estate Transactions, Retail, Corporate Finance, Financial Accounting, Leadership
Education
University of Massachusetts Boston 1995 — 1998
Batchelors, Accounting
Pyramid Management Group September 2010 - Present
Pyramid Management Group January 2008 - September 2010
Pyramid Management Group July 2004 - December 2007
Fidelity Investments - National Financial October 2002 - July 2004
Fidelity Investments October 2000 - September 2002
Fidelity Investments July 1999 - October 2000
US Army March 1992 - March 1999
Skills
Real Estate, Management, Property Management, Shopping Centers, Tenant, Leases, Real Estate Development, Contract Negotiation, Negotiation, Lease Negotiations, Real Estate Transactions, Retail, Corporate Finance, Financial Accounting, Leadership
Education
University of Massachusetts Boston 1995 — 1998
Batchelors, Accounting
Jie Loi's Fidelity Investments Experience February 2014 - Present
Job Senior Business Analyst
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
Granite September 2009 - September 2012
First Marblehead March 2007 - May 2008
Education
University of Massachusetts Boston 1999 — 2004
BA, Economics
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
Granite September 2009 - September 2012
First Marblehead March 2007 - May 2008
Education
University of Massachusetts Boston 1999 — 2004
BA, Economics
Pat Granger's Fidelity Investments Experience July 1979 - December 2008
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1979 - December 2008
Education
University of Massachusetts Boston 1975 — 1979
BA, Biology
Fidelity Investments July 1979 - December 2008
Education
University of Massachusetts Boston 1975 — 1979
BA, Biology
Peter Zaitzevsky's Fidelity Investments Experience October 1991 - June 2014
Job Financial Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Fidelity Investments October 1991 - June 2014
Skills
Mutual Funds, Financial Services, Series 7, Investments, Retirement, Series 63, Risk Management, Securities, Trading, Customer Service, Insurance, Brokerage, Equities, Banking, Wealth Management, Risk Assessment, FINRA, Retirement Planning, Leadership, Compliance, Relationship Management, Portfolio Management, Financial Risk, Finance, Asset Management, Process Improvement, Financial Analysis, Equity Trading, Asset Allocation, Financial Planning, Microsoft Word, Microsoft Excel, Series, 401k, Fixed Income, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Disability Insurance, Whole Life Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Analysis, Business Analysis, Estate Planning, Sales
Education
University of Massachusetts Boston 1985 — 1988
Bachelor's degree, Political Science and Government, 3.1
New York Life Insurance Company September 2015 - Present
Fidelity Investments October 1991 - June 2014
Skills
Mutual Funds, Financial Services, Series 7, Investments, Retirement, Series 63, Risk Management, Securities, Trading, Customer Service, Insurance, Brokerage, Equities, Banking, Wealth Management, Risk Assessment, FINRA, Retirement Planning, Leadership, Compliance, Relationship Management, Portfolio Management, Financial Risk, Finance, Asset Management, Process Improvement, Financial Analysis, Equity Trading, Asset Allocation, Financial Planning, Microsoft Word, Microsoft Excel, Series, 401k, Fixed Income, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Disability Insurance, Whole Life Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Analysis, Business Analysis, Estate Planning, Sales
Education
University of Massachusetts Boston 1985 — 1988
Bachelor's degree, Political Science and Government, 3.1
Maryanne Mullen's Fidelity Investments Experience July 1987 - February 1989
Job Project Specialist at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare January 2002 - Present
South Shore Hospital March 2000 - February 2001
Beth Israel Deaconess Medical Center 2001 - 2001
Dana-Farber Cancer Institute January 1994 - March 2000
St. Elizabeth Medical Center February 1989 - January 1994
Fidelity Investments July 1987 - February 1989
Fidelity Investments May 1986 - July 1987
Skills
Financial Analysis, Data Analysis, Microsoft Office, Management, Team Leadership, Cost Accounting, Decision Support, Nonprofits, Healthcare Management, Analysis, Process Improvement, Cross-functional Team..., Microsoft Excel, Program Management, Healthcare, Software Project..., Access, Documentations, HIPAA, Healthcare Consulting, SDLC, SharePoint, Healthcare Information..., EHR, Hospitals
Education
University of Massachusetts Boston 1995 — 1999
MBA, Finance
Salem High School
University of Massachusetts, Amherst
BS, Finance
Partners HealthCare January 2002 - Present
South Shore Hospital March 2000 - February 2001
Beth Israel Deaconess Medical Center 2001 - 2001
Dana-Farber Cancer Institute January 1994 - March 2000
St. Elizabeth Medical Center February 1989 - January 1994
Fidelity Investments July 1987 - February 1989
Fidelity Investments May 1986 - July 1987
Skills
Financial Analysis, Data Analysis, Microsoft Office, Management, Team Leadership, Cost Accounting, Decision Support, Nonprofits, Healthcare Management, Analysis, Process Improvement, Cross-functional Team..., Microsoft Excel, Program Management, Healthcare, Software Project..., Access, Documentations, HIPAA, Healthcare Consulting, SDLC, SharePoint, Healthcare Information..., EHR, Hospitals
Education
University of Massachusetts Boston 1995 — 1999
MBA, Finance
Salem High School
University of Massachusetts, Amherst
BS, Finance
Sally Scott, EA's Fidelity Investments Experience June 2014 - Present
Job Tax Analyst
Industry Accounting
Experience
Fidelity Investments June 2014 - Present
Peter Witts CPA September 2005 - January 2014
Choate, Hall & Stewart July 2003 - May 2005
Archambault & Associates January 2003 - May 2003
BNY Mellon January 2000 - December 2002
State Street Bank January 1994 - January 2000
Skills
QuickBooks, Tax, Tax Preparation, Accounting, Tax Returns
Education
University of Massachusetts Boston 1982 — 1986
BS, Management-Accounting
Fidelity Investments June 2014 - Present
Peter Witts CPA September 2005 - January 2014
Choate, Hall & Stewart July 2003 - May 2005
Archambault & Associates January 2003 - May 2003
BNY Mellon January 2000 - December 2002
State Street Bank January 1994 - January 2000
Skills
QuickBooks, Tax, Tax Preparation, Accounting, Tax Returns
Education
University of Massachusetts Boston 1982 — 1986
BS, Management-Accounting
Andrew Collari's Fidelity Investments Experience September 1999 - Present
Job Sr. Client Servies Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1999 - Present
Skills
401k, Investments
Education
University of Massachusetts Dartmouth 1988 — 1992
Bachelor of Arts, Political science
BS Political Science
Fidelity Investments September 1999 - Present
Skills
401k, Investments
Education
University of Massachusetts Dartmouth 1988 — 1992
Bachelor of Arts, Political science
BS Political Science
Brian McVane's Fidelity Investments Experience 2007 - 2011
Job Senior Vice President, U.S. Director of Operational Risk Management at Santander Holdings USA
Industry Financial Services
Experience
Santander Holdings USA 2013 - Present
Santander Bank, N.A. 2011 - 2013
Fidelity Investments 2007 - 2011
J.P. Morgan 2006 - 2007
State Street Corporation 1999 - 2006
State Street Corporation 1997 - 1999
Skills
Risk Management, Process Improvement, Financial Risk, Internal Audit, Governance
Education
University of Massachusetts Dartmouth
B.S., Business Administration, Management
Santander Holdings USA 2013 - Present
Santander Bank, N.A. 2011 - 2013
Fidelity Investments 2007 - 2011
J.P. Morgan 2006 - 2007
State Street Corporation 1999 - 2006
State Street Corporation 1997 - 1999
Skills
Risk Management, Process Improvement, Financial Risk, Internal Audit, Governance
Education
University of Massachusetts Dartmouth
B.S., Business Administration, Management
Jiadi Wang's Fidelity Investments Experience March 2005 - February 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments March 2005 - February 2009
Skills
Java
Education
University of Massachusetts Boston 1986 — 1988
Master, Computer Science
Fidelity Investments March 2005 - February 2009
Skills
Java
Education
University of Massachusetts Boston 1986 — 1988
Master, Computer Science
Joe Melia's Fidelity Investments Experience January 2005 - Present
Job Vice President, Managing Director Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Putnam Investments 1995 - 2005
Skills
Mutual Funds, Series 6, Series 63, 401k, Retirement, Retirement Planning
Education
University of Massachusetts Boston
Fidelity Investments January 2005 - Present
Putnam Investments 1995 - 2005
Skills
Mutual Funds, Series 6, Series 63, 401k, Retirement, Retirement Planning
Education
University of Massachusetts Boston
Richard Butler, Jr. MBA, CPA's Fidelity Investments Experience 2004 - 2006
Job Finance Professional
Industry Computer Software
Experience
Sefas Innovation, Inc. May 2011 - Present
GW Instruments January 2011 - December 2014
Richard G. Butler, Jr. CPA May 2009 - December 2010
Community Resources for Justice, Inc. September 2007 - May 2009
Winter, Wyman Financial 2006 - 2007
FIDELITY INVESTMENTS 2004 - 2006
ELDER, GAFFEY & PAINE 2000 - 2003
Skills
Financial Reporting, Financial Analysis, Internal Controls, Forecasting, Accounting, Auditing, Account Reconciliation, General Ledger, Finance, Accounts Payable, Accounts Receivable, Analysis, Budgets, Cash Flow, Sarbanes-Oxley Act, Payroll, Variance Analysis, Internal Audit, GAAP, Cash Management, Cost Accounting, Strategic Financial..., Financial Statements, Invoicing, QuickBooks, Financial Audits, Business Planning, Tax, Consolidation, Revenue Recognition, Budgeting, Management, Tax Preparation, Access, Financial Planning, Leadership, Cross-functional Team..., Business Analysis
Education
University of Massachusetts Boston
MBA, Finance/Accounting
University of Massachusetts, Amherst
Bachelor of Arts, Engineering/Psychology
Sefas Innovation, Inc. May 2011 - Present
GW Instruments January 2011 - December 2014
Richard G. Butler, Jr. CPA May 2009 - December 2010
Community Resources for Justice, Inc. September 2007 - May 2009
Winter, Wyman Financial 2006 - 2007
FIDELITY INVESTMENTS 2004 - 2006
ELDER, GAFFEY & PAINE 2000 - 2003
Skills
Financial Reporting, Financial Analysis, Internal Controls, Forecasting, Accounting, Auditing, Account Reconciliation, General Ledger, Finance, Accounts Payable, Accounts Receivable, Analysis, Budgets, Cash Flow, Sarbanes-Oxley Act, Payroll, Variance Analysis, Internal Audit, GAAP, Cash Management, Cost Accounting, Strategic Financial..., Financial Statements, Invoicing, QuickBooks, Financial Audits, Business Planning, Tax, Consolidation, Revenue Recognition, Budgeting, Management, Tax Preparation, Access, Financial Planning, Leadership, Cross-functional Team..., Business Analysis
Education
University of Massachusetts Boston
MBA, Finance/Accounting
University of Massachusetts, Amherst
Bachelor of Arts, Engineering/Psychology
Matt Whorf's Fidelity Investments Experience January 1998 - December 1999
Job Journalist/Correspondent at GateHouse Media New England
Industry Online Media
Experience
GateHouse Media New England April 1990 - Present
Fidelity Investments January 1998 - December 1999
Skills
Newspaper, Social Media, Feature Articles, Newspapers, Entertainment, Music, Photography, Editing, Journalism
Education
University of Massachusetts Boston 1995 — 2000
BA, English/Journalism
GateHouse Media New England April 1990 - Present
Fidelity Investments January 1998 - December 1999
Skills
Newspaper, Social Media, Feature Articles, Newspapers, Entertainment, Music, Photography, Editing, Journalism
Education
University of Massachusetts Boston 1995 — 2000
BA, English/Journalism
Josh Patriquin's Fidelity Investments Experience June 2007 - September 2013
Job Firefighter
Industry Public Safety
Experience
Ladder 24 Boston Fire Department January 2015 - Present
Nextgengolf, Inc June 2013 - July 2014
Fidelity Investments June 2007 - September 2013
United States Marine Corps April 2006 - April 2012
Skills
Customer Service, Strategic Planning, Team Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Leadership Development, Training, Team Building, Social Media, Program Management, PowerPoint
Education
University of Massachusetts Boston 2012 — 2016
Ladder 24 Boston Fire Department January 2015 - Present
Nextgengolf, Inc June 2013 - July 2014
Fidelity Investments June 2007 - September 2013
United States Marine Corps April 2006 - April 2012
Skills
Customer Service, Strategic Planning, Team Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Leadership Development, Training, Team Building, Social Media, Program Management, PowerPoint
Education
University of Massachusetts Boston 2012 — 2016
Carol Chace's Fidelity Investments Experience June 1992 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1992 - Present
Arthur Andersen and Company June 1988 - June 1992
Education
University of Massachusetts Dartmouth 1985 — 1988
BS, Accounting
Middleboro High School
Fidelity Investments June 1992 - Present
Arthur Andersen and Company June 1988 - June 1992
Education
University of Massachusetts Dartmouth 1985 — 1988
BS, Accounting
Middleboro High School
Joe Melia's Fidelity Investments Experience January 2005 - Present
Job Vice President Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Putnam Investments 1996 - 2005
Skills
Risk Management, Mutual Funds, Investments, 401k, Series 63, Series 7, Defined Benefit, Retirement, Retirement Planning, Financial Services, Series 6, Alternative Investments, Securities, Wealth Management
Education
University of Massachusetts Boston 1984 — 1988
Political Science, Public Policy
Fidelity Investments January 2005 - Present
Putnam Investments 1996 - 2005
Skills
Risk Management, Mutual Funds, Investments, 401k, Series 63, Series 7, Defined Benefit, Retirement, Retirement Planning, Financial Services, Series 6, Alternative Investments, Securities, Wealth Management
Education
University of Massachusetts Boston 1984 — 1988
Political Science, Public Policy
Kristina Luu-Hua's Fidelity Investments Experience February 2005 - December 2005
Job Finance Analyst Americas_Sales and Services
Industry Information Technology and Services
Experience
Cisco April 2014 - Present
Cisco Systems July 2013 - April 2014
The Pantry - Kangaroo Express February 2013 - July 2013
Connexion Technologies September 2008 - June 2012
Argent Financial Group International LLP December 2005 - April 2008
Fidelity Investments February 2005 - December 2005
Skills
Great Plains Software, Financial Reporting, Accounting, Account Reconciliation, Revenue Recognition, Financial Accounting, Financial Analysis, Consolidation, General Ledger, Journal Entries, Peachtree, Cash Flow, Accounts Payable, Accounts Receivable, Cash Management, Payroll Taxes, Payroll, Auditing
Education
University of Massachusetts Boston 1991 — 1996
B.S., Finance and Accounting
Wake Technical Community College 2011 — 2011
Certificatiions, Microsoft Excel 2007 Level 3 & 4
Cisco April 2014 - Present
Cisco Systems July 2013 - April 2014
The Pantry - Kangaroo Express February 2013 - July 2013
Connexion Technologies September 2008 - June 2012
Argent Financial Group International LLP December 2005 - April 2008
Fidelity Investments February 2005 - December 2005
Skills
Great Plains Software, Financial Reporting, Accounting, Account Reconciliation, Revenue Recognition, Financial Accounting, Financial Analysis, Consolidation, General Ledger, Journal Entries, Peachtree, Cash Flow, Accounts Payable, Accounts Receivable, Cash Management, Payroll Taxes, Payroll, Auditing
Education
University of Massachusetts Boston 1991 — 1996
B.S., Finance and Accounting
Wake Technical Community College 2011 — 2011
Certificatiions, Microsoft Excel 2007 Level 3 & 4
Junior Yanga's Fidelity Investments Experience January 2004 - June 2009
Job Shareholders Service II at Bank of New York Mellon
Industry Financial Services
Experience
Fidelity Investments January 2004 - June 2009
Skills
Accounting, Pensions
Education
University of Massachusetts Boston 2008 — 2012
Political Science
University of Massachusetts Boston 2007 — 2012
Accounting
University of Massachusetts Boston 2003 — 2007
BS, Economics
Fidelity Investments January 2004 - June 2009
Skills
Accounting, Pensions
Education
University of Massachusetts Boston 2008 — 2012
Political Science
University of Massachusetts Boston 2007 — 2012
Accounting
University of Massachusetts Boston 2003 — 2007
BS, Economics
Martin Courage's Fidelity Investments Experience 1990 - 1999
Job Senior Vice President, Regional Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Barclays September 2009 - September 2014
J.P. Morgan 2007 - 2009
Bank of America 1999 - 2007
Fidelity Investments 1990 - 1999
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Series 7, Alternative Investments, Mutual Funds, Financial Services, Equities, Securities
Education
University of Massachusetts Boston 1978 — 1982
BA, Economics
Catholic Memorial HS 1969 — 1973
Wells Fargo September 2014 - Present
Barclays September 2009 - September 2014
J.P. Morgan 2007 - 2009
Bank of America 1999 - 2007
Fidelity Investments 1990 - 1999
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Series 7, Alternative Investments, Mutual Funds, Financial Services, Equities, Securities
Education
University of Massachusetts Boston 1978 — 1982
BA, Economics
Catholic Memorial HS 1969 — 1973
Anil Rasamsetti's Fidelity Investments Experience August 2012 - September 2014
Job Principal Engineer at Fidelity Investments
Industry Financial Services
Experience
MetLife September 2014 - Present
Fidelity Investments August 2012 - September 2014
Putnam Investments June 2010 - July 2010
Shaw's Supermarkets July 2001 - June 2010
Skills
Agile Methodologies, SQL, Oracle, Unix, Web Services, SDLC, Spring Framework, JUnit, Core Java, PL/SQL
Education
University of Massachusetts Dartmouth 2010 — 2012
Master of Business Administration (MBA), International Business, 3.5
MetLife September 2014 - Present
Fidelity Investments August 2012 - September 2014
Putnam Investments June 2010 - July 2010
Shaw's Supermarkets July 2001 - June 2010
Skills
Agile Methodologies, SQL, Oracle, Unix, Web Services, SDLC, Spring Framework, JUnit, Core Java, PL/SQL
Education
University of Massachusetts Dartmouth 2010 — 2012
Master of Business Administration (MBA), International Business, 3.5
Mark Chiurri's Fidelity Investments Experience July 2013 - November 2013
Job CPA
Industry Accounting
Experience
Boston Public Schools November 2013 - June 2014
Fidelity Investments July 2013 - November 2013
Nuance Communications August 2011 - February 2013
KPMG 2008 - 2010
Beacon Roofing Supply May 2008 - December 2008
Levine, Katz, Nannis + Solomon, PC 2006 - 2008
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, External Audit, Management, US GAAP, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, GAAP, Financial Modeling, CPA
Education
University of Massachusetts 2003 — 2007
Masters of Science, Accounting
University of Massachusetts 2003 — 2006
Bachelor of Science, Accounting
University of Massachusetts Boston 2013 — 2014
Master's Degree, Education
Boston Public Schools November 2013 - June 2014
Fidelity Investments July 2013 - November 2013
Nuance Communications August 2011 - February 2013
KPMG 2008 - 2010
Beacon Roofing Supply May 2008 - December 2008
Levine, Katz, Nannis + Solomon, PC 2006 - 2008
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, External Audit, Management, US GAAP, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, GAAP, Financial Modeling, CPA
Education
University of Massachusetts 2003 — 2007
Masters of Science, Accounting
University of Massachusetts 2003 — 2006
Bachelor of Science, Accounting
University of Massachusetts Boston 2013 — 2014
Master's Degree, Education
Sheryl Wrobleski's Fidelity Investments Experience July 2004 - July 2006
Job Service Desk Analyst at Linium
Industry Computer Software
Experience
Linium January 2011 - Present
Grand Circle Corporation July 2006 - September 2010
Fidelity Investments July 2004 - July 2006
Fidelity Investments January 2001 - July 2004
Sheraton Boston 1987 - 1993
Education
University of Massachusetts Boston
MBA, Finance
Linium January 2011 - Present
Grand Circle Corporation July 2006 - September 2010
Fidelity Investments July 2004 - July 2006
Fidelity Investments January 2001 - July 2004
Sheraton Boston 1987 - 1993
Education
University of Massachusetts Boston
MBA, Finance
Margaret Prendergast's Fidelity Investments Experience 1996 - 2000
Job Data Systems Manager
Industry Primary/Secondary Education
Experience
Stoneham Public Schools July 2012 - Present
Telecommunications Company October 2007 - October 2011
Fidelity Investments 1996 - 2000
Skills
Staff Development, Microsoft Excel, Databases, Data Analysis, Customer Service, Microsoft Office, Software Documentation, Team Leadership
Education
University of Massachusetts Boston
Bachelor's degree, Community Studies
Stoneham Public Schools July 2012 - Present
Telecommunications Company October 2007 - October 2011
Fidelity Investments 1996 - 2000
Skills
Staff Development, Microsoft Excel, Databases, Data Analysis, Customer Service, Microsoft Office, Software Documentation, Team Leadership
Education
University of Massachusetts Boston
Bachelor's degree, Community Studies
Robert Dowling Jr's Fidelity Investments Experience November 2004 - September 2006
Job Owner/Blogger at The Common Executor
Industry Financial Services
Experience
The Common Executor June 2015 - Present
Leadmaster.com September 2013 - Present
Executor of an Estate April 2012 - April 2014
Joseph R. Harrington & Co. February 2008 - April 2012
Fidelity Investments November 2004 - September 2006
BankBoston/Bank of America August 1996 - September 1999
State Street Bank March 1995 - December 1995
Brown Brothers Harriman March 1990 - February 1995
Skills
Business Analysis, Tax, Microsoft Office, Financial Services, Software Development, Technical Analysis, CRM, Project Management, Tech Support and..., ATX tax software, Personal Income Tax, Financial Analysis, Accounting, Financial Planning, Estate Planning, Tax Planning, Finance, Management, Income Tax, COBOL II, PHP, JAVA, ORACLE, MySql, Microsoft SQL Server, Websphere, ASP.NET, Estate Administration, Custom CMS Development, WordPress
Education
Boston University 2000 — 2000
Certification, Web Development
UMass Boston 1980 — 1984
BA, Economics
The Common Executor June 2015 - Present
Leadmaster.com September 2013 - Present
Executor of an Estate April 2012 - April 2014
Joseph R. Harrington & Co. February 2008 - April 2012
Fidelity Investments November 2004 - September 2006
BankBoston/Bank of America August 1996 - September 1999
State Street Bank March 1995 - December 1995
Brown Brothers Harriman March 1990 - February 1995
Skills
Business Analysis, Tax, Microsoft Office, Financial Services, Software Development, Technical Analysis, CRM, Project Management, Tech Support and..., ATX tax software, Personal Income Tax, Financial Analysis, Accounting, Financial Planning, Estate Planning, Tax Planning, Finance, Management, Income Tax, COBOL II, PHP, JAVA, ORACLE, MySql, Microsoft SQL Server, Websphere, ASP.NET, Estate Administration, Custom CMS Development, WordPress
Education
Boston University 2000 — 2000
Certification, Web Development
UMass Boston 1980 — 1984
BA, Economics
Thomas Clooney's Fidelity Investments Experience 1999 - 2009
Job Vice President Financial Consultant Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. May 2010 - Present
PNC Investments April 2009 - April 2010
Fidelity Investments 1999 - 2009
Education
University of Massachusetts Boston
Finance
Charles Schwab & Co., Inc. May 2010 - Present
PNC Investments April 2009 - April 2010
Fidelity Investments 1999 - 2009
Education
University of Massachusetts Boston
Finance
Killoran Kevin's Fidelity Investments Experience 1994 - 1999
Job Appraiser at City of Chelsea
Industry Government Administration
Experience
City of Chelsea October 2002 - Present
City of Chelsea October 2002 - Present
City of Boston 1999 - 2002
Fidelity Investments 1994 - 1999
Skills
Appraisals, Government, Public Speaking, Community Development, Contract Management, Subdivisions, Eminent Domain, REO, Foreclosures, Real Estate Economics, Research, HUD, Zoning, Real Estate, Single Family Homes
Education
University of Massachusetts Boston 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Matignon High School 1985 — 1989
City of Chelsea October 2002 - Present
City of Chelsea October 2002 - Present
City of Boston 1999 - 2002
Fidelity Investments 1994 - 1999
Skills
Appraisals, Government, Public Speaking, Community Development, Contract Management, Subdivisions, Eminent Domain, REO, Foreclosures, Real Estate Economics, Research, HUD, Zoning, Real Estate, Single Family Homes
Education
University of Massachusetts Boston 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Matignon High School 1985 — 1989
Andy Tarpey's Fidelity Investments Experience March 2003 - February 2006
Job KYC Onboarding Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. April 2014 - March 2015
JPMorgan Chase & Co. August 2013 - February 2014
HSBC November 2010 - June 2012
State Street October 2007 - June 2010
Sovereign Bank February 2006 - April 2007
Fidelity Investments March 2003 - February 2006
Skills
Financial Risk, AML, OFAC, USA PATRIOT Act, Banking, Bank Secrecy Act, Risk Management, Report Writing, Financial Services, Investigations, Internal Audit, Credit, Anti Money Laundering
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Arts (B.A.), Sociology with a focus on Criminal Justice
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. April 2014 - March 2015
JPMorgan Chase & Co. August 2013 - February 2014
HSBC November 2010 - June 2012
State Street October 2007 - June 2010
Sovereign Bank February 2006 - April 2007
Fidelity Investments March 2003 - February 2006
Skills
Financial Risk, AML, OFAC, USA PATRIOT Act, Banking, Bank Secrecy Act, Risk Management, Report Writing, Financial Services, Investigations, Internal Audit, Credit, Anti Money Laundering
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Arts (B.A.), Sociology with a focus on Criminal Justice
Tracey Lavin's Fidelity Investments Experience January 2002 - January 2004
Job Teacher
Industry Education Management
Experience
Boston Public Schools 2009 - Present
Fidelity Investments January 2002 - January 2004
Fidelity Investments August 1997 - January 2002
Skills
Human Resources, Employee Benefits, Tutoring, Lesson Planning, Classroom, Classroom Management, Literacy, Teaching Pre-K - Gr. 8, Middle School English
Education
University of Massachusetts Boston 1997 — 2010
Master of Education (M.Ed.), Middle School English
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Boston Public Schools 2009 - Present
Fidelity Investments January 2002 - January 2004
Fidelity Investments August 1997 - January 2002
Skills
Human Resources, Employee Benefits, Tutoring, Lesson Planning, Classroom, Classroom Management, Literacy, Teaching Pre-K - Gr. 8, Middle School English
Education
University of Massachusetts Boston 1997 — 2010
Master of Education (M.Ed.), Middle School English
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Craig Stacey's Fidelity Investments Experience November 2014 - Present
Job High Net Worth Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments June 2014 - October 2014
Holmes Investment Management January 2014 - May 2014
Skills
Finance, Securities, Series 7, Trading, Investments, Microsoft Excel, Financial Services, Mutual Funds, Microsoft Office, Leadership
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor's Degree, Finance, General
Fidelity Investments November 2014 - Present
Fidelity Investments June 2014 - October 2014
Holmes Investment Management January 2014 - May 2014
Skills
Finance, Securities, Series 7, Trading, Investments, Microsoft Excel, Financial Services, Mutual Funds, Microsoft Office, Leadership
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor's Degree, Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank