Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Liberty Mutual Insurance December 2009 - Present
Kansas Department of Health and Environment September 2007 - October 2009
Fidelity Investments 2004 - 2007
Skills
Business Analysis, Data Analysis, Process Improvement, Visio, Call Centers, Insurance, Workforce Management, Vendor Management, Access, Change Management, Analysis, Training, Risk Management, Business Process..., Team Leadership, Leadership, Software Documentation
Education
University of Massachusetts Dartmouth 1999 — 2003
BFA, Electronic Imaging
Stormcells, Inc. May 2013 - Present
Fidelity Investments April 2012 - Present
Fidelity Investments April 2008 - April 2012
Fidelity Investments March 2007 - April 2008
RELIANT SERVICES, LLC March 2005 - December 2006
RELIANT SERVICES, LLC October 2004 - March 2005
RELIANT SERVICES, LLC July 1998 - October 2004
Skills
Process Improvement, Project Management, Business Analysis, Relationship Management, Database Design, Process Modeling, Business Process..., Program Management, Six Sigma, Risk Management, CRM, Cross-functional Team..., Training, Vendor Management
Education
University of Massachusetts Lowell 2011 — 2013
Certificate, Website Design and Development
University of Massachusetts at Lowell
Information Technology and Business, 3.8 GPA
IntrinsiQ October 2010 - Present
Fidelity Investments May 2008 - August 2009
Skills
Pharmaceutical Industry, Oncology, Market Research, Salesforce.com, Account Management, Sales Effectiveness, CRM, Competitive Intelligence, Competitive Analysis, Product Launch, Cross-functional Team..., Marketing Strategy, Analytics, Business Development, Biotechnology, Strategy, Sales Operations, Sales Management, Sales, Healthcare, Management, Customer Service, Process Improvement, Project Management, Microsoft Word, Business Analysis, Data Analysis
Education
University of Massachusetts Dartmouth 2007 — 2010
Bachelor of Science (BS), Biology/Biological Sciences, General
Auburn High School 2000 — 2003
UMB Financial Corporation January 2004 - Present
Fidelity Investments February 1987 - January 2004
Lockwood McKinnon Corporation (FKA Lockwood Friedman Corporation) December 1978 - January 1987
Skills
Investments, Mergers, Business Strategy, Team Building, Process Improvement, Change Management, Insurance, Business Development, Public Speaking, Program Management, Entrepreneurship, Management, Strategic Planning, Mergers & Acquisitions, Leadership, Strategy, Operations Management, Vendor Management, Banking, Marketing, Budgets, Finance, Management Consulting, Financial Services, Executive Management, Mutual Funds, Financial Analysis, Leadership Development, Risk Management, Business Planning, Asset Management, Customer Service, Marketing Strategy, Sales, Portfolio Management, Public Relations, Project Management, Relationship Management, Coaching
Education
UMass Dartmouth 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts Dartmouth 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
OneSource Virtual January 2014 - Present
OneSource Virtual June 2013 - December 2013
OneSource Virtual February 2010 - May 2013
Fidelity Investments March 2007 - December 2008
Advantec Corporation December 2005 - March 2007
Ceridian Corporation February 1985 - December 2005
Workscape 2000 - 2002
Skills
Sales Management, Cross-functional Team..., Collaborative Problem..., Strategic Planning, Benefits Administration, Business Development, Change Management, Contract Negotiation, Customer Retention, Direct Sales, Employee Benefits, Employee Relations, Enterprise Software, HRIS, Human Resources, Leadership, Management, New Business Development, Performance Management, Professional Services, SaaS, Sales, Sales Process, Salesforce.com, Team Building, Program Management, Outsourcing, Marketing
Education
University of Massachusetts at Lowell 1996 — 1998
MBA
University of Massachusetts Lowell 1980 — 1984
BS
Delivering Results LLC 1999 - Present
Cisco Systems 1998 - 1999
NeXT Software Inc. 1994 - 1998
Apple Computer Inc. 1994 - 1998
Kaleida Labs Inc, (Joint Venture of Apple Computer and IBM) 1993 - 1994
Hitachi Computer Products Inc. 1990 - 1993
Fidelity Investments 1985 - 1990
Apollo Computer Inc. 1984 - 1985
Skills
Talent Management, Employee Relations, Organizational..., Performance Management, Recruiting, Deferred Compensation, Business Development, Marketing, Talent Acquisition, Employee Benefits, Employee Engagement, Onboarding, Team Building, Hiring, Change Management, Personnel Management, Strategy, Technical Recruiting, Human Resources, Start-ups, Executive Search, Sourcing, Program Management, Mergers & Acquisitions
Education
University of Massachusetts Lowell 1976 — 1980
BSBA, Human Resources Management
Oracle November 2010 - Present
Continental Resources, Inc. May 2007 - November 2010
Fidelity Investments March 2006 - May 2007
Skills
Lead Generation, Management, Strategy, Virtualization, Storage Area Networks, Channel Partners, Managed Services, Professional Services, Pre-sales, Software Industry, Sales Operations, Solution Selling, Account Management, Business Development, Data Center, Sales, Contract Negotiation, Sales Process, High Availability, Oracle, Direct Sales, Storage
Education
University of Massachusetts at Lowell 2012 — 2016
Master of Business Administration (MBA)
University of Massachusetts at Lowell 2003 — 2007
Bachelor of Science, Business Administration (BSBA)
Relationship One December 2014 - Present
Astadia October 2010 - November 2014
Progress Software January 2003 - October 2010
Fidelity Investments 2007 - 2007
Epsilon 2000 - 2001
Harte-Hanks Data Technologies 1994 - 2000
Skills
Microsoft CRM, Eloqua, Lead Scoring, SFDC, CRM, Database Marketing, Integration, B2B Marketing, Process Improvement, Email Marketing, Cross-functional Team..., Campaigns, Demand Generation, Program Management, Marketing Operations, Business Process..., Lead Management, Campaign Management, Marketing Automation, Enterprise Software, Business Process, Segmentation, Lead Generation, Multi-channel Marketing, Salesforce.com, Direct Marketing, Databases, SaaS, Go-to-market Strategy, Marketing Analytics
Education
University of Massachusetts Lowell 1990 — 1994
Bachelor, Business Administration with major in Management Information Systems, and minor in Economics
Fidelity Investments February 2015 - Present
Fidelity Investments June 2014 - January 2015
University of Massachusetts September 2011 - May 2014
Fidelity Investments June 2013 - August 2013
People's United Bank June 2008 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Customer Service, Statistics, Access, Social Media, English, Time Management, Facebook, Accounting, Finance, Teamwork
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor of Science (BS), Finance
Aminda LLC October 2005 - Present
Virtusa October 2011 - September 2012
Fidelity Investments 2011 - 2012
EMC Consulting March 2011 - October 2011
Goldman Sachs November 2009 - December 2010
Moody's Investors Service May 2009 - November 2009
FM Global October 2008 - May 2009
Liberty International Underwriters April 2008 - August 2008
Avenue A Razorfish November 2007 - February 2008
Fidelity Investments 2006 - 2007
Skills
Information Architecture, User Experience, Financial Analysis, RIA, Trading Strategies, Expert Systems, User Interface Design, Agile Methodologies, Business Analysis, SDLC, Visio, Requirements Analysis, Requirements Gathering, SharePoint, Project Management, Cross-functional Team..., Enterprise Software, Software Design
Education
University of Massachusetts, Amherst 1982 — 1986
B.S.M.E., Mechanical Engineering
University of Massachusetts, Amherst 1988 — 1990
M.S.M.E., Mech. Engineering, Simulation/Animation
University of Massachusetts Lowell 1991 — 1996
Candidate for D.Eng., Engineering Leadership
Energy Spring Leadership 2003 - Present
Harvard Business School 2013 - Present
Yale School of Management 2013 - Present
Camden Consulting Group 2008 - 2014
Essex Partners 2009 - 2012
Keystone Associates 2006 - 2009
UMass Lowell 2006 - 2008
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1994 - 1999
Skills
Executive Coaching, Leadership Development, Career Transitions, 360 Feedback, Organizational..., Executive Development, Coaching Leaders, Performance Management, Business Coaching, Organizational..., Career Development, Workplace Culture, Leadership, Culture Assessment, Workplace Trends, Employee Relations, Career Counseling, Training, Coaching, Workshop Facilitation, Management Consulting, Change Management, Culture Change, Strategy, Personal Development, Interviews, Team Building, Consulting, Human Resources, MBTI, P&L Management, Business Development, Staff Management, Product Management, Product Road Mapping, Business Strategy, Emotional Intelligence, Organizational...
Education
University of Massachusetts Lowell 1992 — 1995
MA, Community Social Psychology
University of Massachusetts Lowell 1983 — 1987
BS, Business Adminstration/Marketing
Raytheon October 2014 - Present
Raytheon April 2011 - October 2014
Raytheon November 2010 - April 2011
Fidelity Investments January 2007 - October 2010
Fidelity Investments July 2004 - December 2006
Fidelity Investments February 2001 - June 2004
Whittman-Hart / marchFIRST March 1999 - January 2001
Waterfield Technology Group May 1996 - March 1999
Skills
Java, Agile, Software Project..., Integration, Business Intelligence, Software Development, Enterprise Software, PMP, Quality Assurance, Oracle, Process Improvement, Business Process, Project Management, IT Management, Team Leadership, Management, Leadership, Web Applications, Agile Methodologies, Web Services, Requirements Analysis
Education
University of Massachusetts Lowell 1987 — 1991
BS, Management
iComputers June 2010 - Present
Innovation Group February 2008 - June 2010
Attivio September 2007 - January 2008
Get Connected Inc November 2006 - September 2007
Pioneer Investments January 2004 - November 2006
Fidelity Investments January 2002 - January 2004
Skills
System Administration, Desktop Administration, Systems Analysis, Windows Server, Active Directory, VMware, Operating Systems, DNS, Troubleshooting, Cisco Technologies, Unix, Servers, Microsoft Exchange, Microsoft SQL Server, XP, Technical Support, DHCP, VPN, Software Documentation, Software Installation, System Deployment, Databases, Hardware
Education
University of Massachusetts at Lowell 1997 — 2001
BS, Management Information Systems and Business Administration
Fidelity Investments June 2015 - Present
MeKorp January 2014 - June 2015
Monotype January 2010 - January 2014
Monotype January 2007 - January 2010
Monotype August 1997 - January 2007
Digital Offset Technology 1996 - 1997
Scitex America 1994 - 1996
IRIS Graphics Inc., (a Scitex Company) 1990 - 1994
Skills
Product Management, Agile Methodologies, Cross-functional Team..., Program Management, Project Management, Salesforce.com, CRM, Written & Verbal..., Collaborative Leadership, Collaboration, Scrum, Embedded Software, Process Improvement, Customer Satisfaction, Skilled Communicator, Challenge Driven, Product Marketing, Software Project..., Marketing, Microsoft Office, Atlassian JIRA, Product Requirements, Requirements Analysis, Software Requirements, Interpersonal Skill, Product Development, Project Planning, Leadership, Team Leadership, Strategic Planning, Social Media Marketing, Microsoft Excel, Microsoft Word, JIRA, Social Media..., Account Management
Education
University of Massachusetts Lowell
Bachelor's Degree, Electrical Engineering
St John's High School, Shrewsbury MA
McAfee October 2012 - Present
ADT/Tyco International June 2012 - October 2012
Epsilon July 2000 - May 2012
Epsilon November 2008 - September 2010
Epsilon July 2000 - November 2008
Fidelity Investments 2000 - 2000
Inacom Information Systems 1995 - 2000
CompUSA 1994 - 1995
University of Massachusetts Lowell, Computer Store 1992 - 1994
Skills
Active Directory, Disaster Recovery, Servers, Linux, Windows Server, Data Center, Unix, Solaris, Microsoft Exchange, DHCP, AIX, Citrix, TCP/IP, TSM, Team Management, Computer Security, Mac OS X, Bash, Perl, IT Audit, Cross-functional Team..., VBScript, HP Servers, IBM pSeries, ITIL, DNS management, PCI DSS, System Architecture, FreeBSD, Zerto, Xsigo, Cisco UCS
Education
University of Massachusetts at Lowell 1990 — 1994
Computer Science
KRJ Capital Advisors January 2011 - Present
Morgan Joseph TriArtisan LLC January 2010 - April 2010
Apeirogon Capital LLC 2008 - 2009
HBK Capital 2002 - 2008
Vanderbilt Capital 2000 - 2002
Prime Advisors, Inc. 1997 - 2000
Bank of Boston 1996 - 1997
The Boston Company 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Finance, ABS, MBS, CMBS, Trading, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Securitization, CDO, Derivatives, Valuation, CDS, Securities, Intex, Bloomberg, Investment Management, Due Diligence, RMBS, Whole Loans, Bonds, Equities, Investments, Equity Trading, Financial Structuring, Mutual Funds, Finance, Investment Banking, Credit, Hedging, Investment Strategies
Education
University of Massachusetts Lowell 1987 — 1992
BS Finance
Fidelity Investments - Veritude April 2015 - Present
Interactive Intelligence May 2014 - February 2015
Fidelity Investments July 2011 - December 2013
Fidelity Investments March 2007 - July 2011
Fidelity Investments February 2001 - February 2007
Fidelity Investments May 1998 - February 2001
Fidelity Investments March 1997 - May 1998
Fidelity Investments January 1996 - March 1997
Fidelity Investments October 1995 - December 1995
Skills
Call Centers, PMP, Customer Experience, Management, Call Center, Leadership, Process Improvement, Telecommunications, Product Management, SDLC, Vendor Management, Business Analysis, Agile Methodologies, Project Management, IVR, Financial Services, Call Routing, Operations Management, Program Management, Contact Centers, Six Sigma, Business Process, Forecasting, Outsourcing, Business Process..., CRM, Workforce Management, Cross-functional Team..., Team Management, Databases, Project Portfolio..., Software Project..., Requirements Gathering, Data Analysis, VoIP, Team Leadership
Education
University of Massachusetts at Lowell
BS
Fidelity Investments October 2012 - Present
Fidelity Investments January 2011 - September 2012
Fidelity Investments March 2007 - July 2010
Fidelity Investments March 2006 - March 2007
Fidelity Investments January 2003 - March 2006
Fidelity Investments August 2001 - January 2003
Fidelity Investments August 2000 - August 2001
Skills
•Series 7 General..., •Series 63 Uniform..., •Accredited Investment..., •Novations..., 401k, Mutual Funds, Investments, Retirement Planning, Qualified Retirement..., Variable Annuities, Sales Presentations, Territory Management, Relationship Management, Public Speaking
Education
Bryant University 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Massachusetts Dartmouth 1995 — 1999
Bachelor of Science (B.S.), Business Administration, Management and Operations
Prudential Financial March 2012 - February 2014
Eric T Denison Insurance September 2010 - March 2012
Ahold January 2008 - November 2008
EDS Corporation January 2006 - September 2006
Towers Perrin September 1999 - August 2004
Fidelity Investments May 1996 - April 1999
BTHR Solutions / BeneTemps March 1995 - May 1996
George Beram and Co April 1987 - January 1991
Prudential Financial September 1985 - March 1987
Skills
Actuarial, Defined Benefit, Pensions, Benefits, Outsourcing, Retirement, Employee Benefits, Actuarial Science
Education
University of Massachusetts Dartmouth 1979 — 1983
Bachelor of Arts, Political Science
Columbia Management January 2014 - Present
Fidelity Investments September 2007 - September 2013
Pyramis Global Advisors April 2005 - September 2007
Fidelity Investments April 1997 - October 2005
Federated Investors, Inc. January 1991 - March 1994
Skills
Asset Allocation, Investments, Retirement Planning, Investment Strategies, Wealth Management, Fixed Income, Alternative Investments, Financial Services, Equities, Investment Advisory, Portfolio Management, Series 7, Series 63, Health Insurance, Life Insurance, AIF, CEBS, Series 6, FINRA, Relationship Management
Education
University of Massachusetts Dartmouth 1985 — 1989
Bachelor's degree, Political Science with a concentration in Business Management
MVRHS
University of Massachusetts
Bachelor of Arts (B.A.), Political Science with Business Concentration
Liberty Mutual Insurance 2013 - Present
Fidelity Investments 2010 - 2013
Fidelity Investments 2006 - 2010
CWE Technologies 1994 - 2006
SPC/CGI Information Systems, Inc. 1991 - 1994
Skills
SDLC, Requirements Analysis, SQL, Project Management, Agile Project Management, IBM iSeries, Software Development..., Agile Methodologies, Data Analysis, DB2, AS400 Administration, Microsoft Office, SharePoint Designer, Testing, Business Requirements, Project Planning, Software Project..., Project Scope..., Project Estimation, Project Coordination, Project Delivery, Managing Project Budgets, Rational Team Concert, ILE, RPG III, FTP, Appian, ILERPG, Unix, RPG II, RPG Free, SOAP, Aldon, Quality Center, Turnover, CLP, Requirements Gathering, Financial Services, Sybase, PMP
Education
University of Massachusetts at Lowell 1980 — 1984
Bachelor of Science (B.S.), Business Administration - Management Information Systems
Fast Track Project Management - PMP (PMBOK) Prep, Boston University Corporate Education Center
Project Management: Fidelity eLearning Professional Development Program
Rational Team Concert for Project Managers, Fidelity eLearning Professional Development Program
The Software Project Manager’s Bridge to Agility, Fidelity eLearning Professional Development Prog
Lean Software Development: An Agile Toolkit, Fidelity eLearning Professional Development Program
Creating No-Code SharePoint Designer Solutions for SharePoint 2010, Critical Path Training
Process Design with Appian, Appian Corporation
Business Essentials of Appian, Appian Corporation
UNIX/Linux Fundamentals, Hands on Technology Transfer, Inc.
Fidelity Investments September 2014 - Present
VMTurbo April 2014 - September 2014
VMTurbo November 2013 - April 2014
Oracle June 2013 - November 2013
Putnam Investments August 2011 - June 2013
Skills
VMTurbo, Business Development, Time Management, Management, PeopleSoft, Customer Service, Leadership, CRM, Recruiting, Account Management, Sales Operations, Cold Calling, Strategy, Social Media
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Accounting
UpToDate October 2009 - Present
Bottomline Technologies July 2009 - October 2009
Fidelity Investments March 2008 - June 2009
Fidelity Investments March 2007 - March 2008
Fidelity Investments January 2006 - February 2007
Fidelity Investments July 2005 - December 2005
JPMorgan Chase September 2000 - July 2005
Fidelity Investments March 1999 - September 2000
JPMorgan Chase February 1998 - February 1999
ProfitKey International, Inc March 1995 - February 1998
Skills
Quality Assurance, Documentum, Cash Management
Education
University of Massachusetts Lowell 1984 — 1987
EMC February 2011 - Present
Barclays Capital May 2010 - February 2011
EMC August 2009 - June 2010
Endeavour Technologies, LLC. August 2000 - August 2009
Deutsche Bank 2000 - 2002
Fidelity Investments April 1996 - August 2000
CSC Consulting July 1993 - April 1996
Skills
Implementation..., Project Management, Asset Management, Portfolio Management, Program Management, Management, Project Planning, Software Implementation, Financial Services, Release Management, Business Process..., SDLC, Finance, Enterprise Architecture, Asset Managment, Business Analysis, IT Strategy, Oracle, Business Intelligence, Consulting
Education
University of Massachusetts Lowell 1988 — 1993
BS, MIS/CS
UMass Medical School Center for Health Care Finance 2011 - Present
Harbor Homes, Inc 2010 - April 2011
Fidelity Investments November 2005 - June 2010
Arbella Insurance 2003 - 2006
Fidelity Investments May 1987 - November 2002
ISI Systems September 1981 - May 1987
Skills
Databases, Database Design, Data Warehousing, Microsoft SQL Server, SDLC, Unix, SSIS, Software Development, Business Analysis, SQL, Database Administration, DB2, High Availability, Data Architecture, Project Management, Database Admin, SSRS, Enterprise Software, Business Intelligence, SQL Server, Team Building, Online Social Networking, Data Modeling, ETL, PowerShell, Oracle, Visual Studio
Education
University of Massachusetts Lowell
Bachelors, Music
Fidelity Investments April 2007 - Present
Putnam Investments November 1996 - April 2007
Morale, Welfare & Recreation - Officers' Club - US Navy July 1991 - March 2002
Skills
Investments, Mutual Funds, Financial Services, Financial Analysis, Customer Service, Communication Skills, Presentations, Project Management, Leadership, Business Analysis
Education
University of Massachusetts Dartmouth 1992 — 1996
BS, Finance
BMC Durfee High School
Fidelity Investments March 2015 - Present
Fidelity Investments October 2011 - Present
Sperry Topsider November 2010 - October 2012
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelors of Science Business Administration, Finance & Management
Optum Technology July 2013 - Present
UnitedHealth Group January 2010 - July 2013
CIBER January 2010 - April 2012
AIMCO October 2009 - January 2010
Follett Software January 2008 - August 2009
UnitedHealth Group June 2005 - January 2008
Fidelity Investments March 2002 - June 2005
Tufts Health Plan May 2001 - February 2002
PC Connection September 2000 - April 2001
Oxford Health Plans March 1995 - September 2000
Skills
PMP, Project Management, SDLC, Program Management, Change Management, CRM, Project Planning, Six Sigma, Consulting, Data Warehousing, IT Management, Negotiation, Integration, Quality Control, Microsoft Office, Business Intelligence, Management, Business Process..., Proposal Writing, Process Engineering, Statistics, Agile Methodologies, Agile Project Management, Scrum
Education
University of Massachusetts Lowell
Bachelor of Science, Information Technology
University of Massachusetts Lowell
Bachelor of Science (B.S.), Information Technology
Fidelity Investments June 2015 - Present
Liberty Mutual March 2010 - June 2015
::play:: June 2009 - March 2010
Fidelity Investments (FCA) 2007 - 2009
Fidelity Investments (eTag) May 2006 - August 2007
Skills
Flash Animation, Illustration, Web Design, Iconography, Graphic Design, Flash Gaming, Flash, User Experience, Dreamweaver, Animation, ActionScript, CMS, Interactive Advertising, Video, Interaction Design, User Interface Design, Information Architecture, User Experience Design, User Interface
Education
University of Massachusetts Lowell 2001 — 2006
BFA, Graphic Design
Shire 2011 - Present
Independant Consultant 2009 - Present
Genzyme December 2009 - 2011
Fidelity Investments June 2009 - November 2009
Seagate Technology April 2007 - March 2009
Covidien 2002 - 2007
Tyco Healthcare April 2000 - April 2002
Honeywell April 1998 - April 2000
Polaroid April 1995 - April 1998
Skills
Six Sigma, Lean Manufacturing, Project Management, Strategic Planning, Reliability Engineering, Adult Education, DMAIC, Root Cause Analysis, Operational Excellence, Continuous Improvement, Cross-functional Team..., Manufacturing, Medical Devices, Process Improvement, Quality Management, Supply Chain Management, GMP, Product Development, FDA, ISO 13485, Validation, FMEA, SPC, Process Simulation, Business Process..., Program Management, Design of Experiments, Quality Assurance, Quality System
Education
University of Massachusetts Lowell 1996 — 1998
MS, Plastics Engineering (75% complete)
University of Massachusetts Lowell 1990 — 1994
BS, Mechanical Engineering
State Farm May 2014 - Present
Sovereign Bank December 2009 - December 2012
Fidelity Investments 2006 - 2009
Beacon Mortgage 2001 - 2006
Bank of America fka FleetBoston Financial Group 1988 - 2001
Skills
Mortgage Lending, Credit, Banking, Risk Management, Loans, Investments, Sales, Management, Underwriting, Consumer Lending, Mortgage Banking, Sales Management, Retirement Planning, Commercial Lending, Loan Origination
Education
UMass Dartmouth 1982 — 1988
Bachelors, Business Management
Bradford College 1981 — 1982
Bachelors, Business Management
Somerset High School 1976 — 1980
HS Diploma, college prep
Errands To Do Services Too June 2013 - Present
PC Connection, Inc. October 2013 - Present
PC Connection May 2009 - September 2013
PC Connection February 2008 - September 2008
Fidelity Investments 2003 - 2007
Fidelity Investments September 1997 - October 2002
Fidelity Investments April 1996 - September 1997
Skills
Account Management, Sales, Solution Selling, Customer Service, New Business Development, Cold Calling, SaaS, Team Building, Adobe Creative Suite, Adobe, Training, Instructor-led Training, Salesforce.com, Sales Process, Direct Sales, Social Media Marketing, Concierge Services, Selling, Sales Operations, Sales Presentations, B2B, Enterprise Software
Education
University of Massachusetts Lowell 1991 — 1994
BA, Modern Languages
University of Massachusetts, Amherst 1989 — 1990
Digital First Media 2007 - Present
Fidelity Investments June 2005 - December 2005
Circuit City July 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, HTML, Mobile Marketing, Social Media Marketing, Social Media, Social Networking, Email Marketing, Mobile Internet, SEO, SEM, Microsites, Lead Generation, Online Advertising, Online Reputation..., Website Promotion, Advertising, Advertising Sales, WordPress, Digital Marketing, Digital Strategy, Media Planning, Digital Media, Mobile Advertising, Online Marketing, Google Analytics, Google Adwords, Mobile Applications, Facebook, Marketing Strategy, Sales, Marketing Communications, Marketing, Management
Education
University of Massachusetts at Lowell 2000 — 2005
Bachelor's degree, Management Information Systems and Services
Nuance Communications March 2014 - Present
Fidelity Investments November 2012 - July 2013
Fidelity Investments October 2010 - November 2012
Fidelity Investments September 2008 - October 2010
Fidelity Investments April 2007 - September 2008
Fidelity Investments June 2005 - April 2007
Fidelity Investments October 2003 - June 2005
Sycamore Networks February 2001 - September 2003
Fidelity Investments 1996 - 2001
Mercer Management Consulting 1995 - 1996
Skills
Unix Shell Scripting, Oracle E-Business Suite, Requirements Analysis, Management, Databases, Oracle, Product Management, Information Technology, Database Administration, Cloud Computing, Software Project..., Vendor Management, Business Intelligence, SDLC, Leadership, Data Modeling, Enterprise Architecture, Software Development, Unix, Data Warehousing
Education
University of Massachusetts at Lowell
BS, Industrial Engineering
Oracle Education
Oracle Masters Certificate - Database Administration
University of Massachusetts at Lowell
Certificate - UNIX System Administration - 5 Classes
University of Massachusetts at Lowell
Certificate - Data Communications - 5 Classes
SunGard January 2011 - Present
Fidelity Investments December 2004 - December 2010
SunGard April 1997 - December 2004
Skills
Integration, Software Documentation, Testing, Project Management, Quality Assurance, Management, Business Requirements, Training, Account Management, Product Development, Test Planning, New Business Development, SDLC, Business Analysis, Requirements Gathering, SQL, Requirements Analysis
Education
University of Massachusetts Dartmouth 1992 — 1997
Bachelor of Science (B.S.), Finance
Fidelity Investments September 2012 - Present
Thomson Reuters April 2008 - September 2012
Thomson Financial October 2004 - April 2008
Skills
Quantitative Analysis /..., Capital Markets..., Strategic and Critical..., Financial Modeling, Valuation Methods &..., Written & Oral..., Interpersonal..., Collaborative Teamwork, Teamwork, Critical Thinking, Qualitative Research, Interpersonal..., Quantitative Analytics, Data Analysis, Valuation, Financial Markets, Portfolio Management, Market Data, Strategy, Business Analysis, Analytics, Equities, Competitive Analysis, Analysis
Education
University of Massachusetts at Lowell 2000 — 2004
BSBA, Finance
eCoast Sales Solutions February 2004 - September 2014
Fidelity Investments 2000 - 2002
Compaq 2000 - 2000
Digital Equipment Corporation 1995 - 2000
Skills
Project Planning, Strategic Planning, Salesforce.com, Direct Marketing, Strategy, CRM, Networking, Lead Generation, Product Marketing, Program Management, Account Management, Demand Generation, New Business Development, Enterprise Software, Multi-channel Marketing, SaaS, Email Marketing, Cloud Computing, Business Development, Solution Selling, Channel, Call Centers, B2B
Education
University of Massachusetts Lowell
BS, Management
Hitachi Data Systems August 2014 - Present
SEPATON July 2013 - Present
Fidelity Investments July 2010 - March 2011
Fidelity Investments July 2008 - July 2010
Fidelity Investments July 2007 - June 2008
Skills
Unix, Unix Shell Scripting, SQL, C++, C, Perl, Python, Matlab, Informatica, CGI programming, Subversion, Git, GNU Debugger, Machine Learning, Scheme, Network Programming, RESTful architecture, Data Structures, Distributed Systems, Software Engineering
Education
University of Massachusetts at Lowell 2011 — 2013
MS, Computer Science
University of Pune 2003 — 2007
BE, Electronics and Telecommunication
GGPS, Bokaro 2001 — 2003
Senior Secondary 12th, Science
De Nobili School, Sijua 1990 — 2001
10th, Senior Secondary
Coface - North America March 2014 - December 2014
Dolan Media November 2012 - August 2013
Fidelity Investments June 1994 - September 2001
Skills
New Business Development, Marketing Strategy, Management, Recruiting, PowerPoint, Business Development, Marketing, Social Media, Social Media Marketing, Online Advertising, Lead Generation, Email Marketing, Start-ups, Advertising, Marketing Communications, Account Management, Finance, Negotiation, Sales, Leadership
Education
University of Massachusetts Dartmouth
Bachelor of Arts (BA), Economics
EMC, Commonwealth, CIT 2009 - Present
Autodesk 2008 - 2009
State Street 2005 - 2008
EMC 2003 - 2004
Fidelity Investments 1999 - 2002
Skills
Strategy, Leadership, SaaS, Business Strategy, IT Strategy, Executive Management, Strategic Planning, Business Development, Management, Enterprise Software, Strategic Partnerships, Integration, Mergers & Acquisitions, Business Process..., Cloud Computing, Business Planning, Product Management, Business Analysis, CRM, Consulting, Marketing Strategy, Relationship Management, Mobile Applications, Marketing, Go-to-market Strategy, Thought Leadership, Start-ups, Leadership Development, Management Consulting
Education
Boston University
Master of Science (MS), Innovation and Technology
University of Massachusetts at Lowell
Bachelor of Science (BS), Computer Science
Fidelity Investments July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments November 2013 - November 2014
Fidelity Investments October 2011 - November 2013
Ameriprise Financial September 2010 - May 2011
Lynne T. Drizen, D.M.D. November 2005 - January 2011
Skills
Customer Service, Management, Social Media Marketing, Time Management, Microsoft Office, Data Entry
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science in Finance, Minor in Human Resources
Wells Fargo Securities 2013 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2002 - 2007
Fidelity Investments 1992 - 2002
G. X. Clarke 1983 - 1992
Federal Reserve Bank of Boston 1981 - 1983
Skills
Series 63, Series 7, Bloomberg, Fixed Income, Trading
Education
University of Massachusetts at Lowell
Bachelor's degree, Economics, Magna Cum Laude
Fidelity Investments June 2014 - Present
Deloitte and Touché June 2009 - Present
Raytheon June 2008 - February 2009
Skills
Microsoft Excel, CPA, US GAAP, External Audit, GAAP, Variance Analysis, SEC filings, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Accounting, Financial Reporting, IFRS, Internal Audit, Microsoft Word, Financial Audits
Education
University of Massachusetts Lowell 2006 — 2010
BSBA, Accounting, Finance
Belinda Lee Designs January 2012 - Present
Fidelity Investments April 2011 - March 2012
Fidelity Investments 2001 - 2008
TJX Companies 2000 - 2001
Ziff Davis 1998 - 2000
Town of Westford 1996 - 1998
Skills
Business Analysis, Monogramming, Machine Embroidery, Applique, Sewing, Digitizing, Pillow, Childrenswear, Baby Gifts, Logo Design, Testing, Analysis, Software Documentation, Product Development, Project Management, Visio, Time Management, Process Improvement, Social Media
Education
University of Massachusetts Lowell 1995 — 2010
MS, Biological Sciences
University of Massachusetts at Lowell 1991 — 1995
BA, Environmental Science
Oracle June 2014 - Present
IntePros Consulting October 2010 - June 2014
Institute for Environmental Education March 2010 - October 2010
Pelham/Windham Preschool Services February 2009 - March 2010
Oracle November 1999 - October 2006
Fidelity Investments November 1998 - October 1999
American Contract Services May 1998 - November 1998
Transition Systems June 1988 - May 1998
Skills
Testing, Quality Assurance, Test Planning, Test Automation, Software Quality..., Software Development, Selenium IDE, Unix, Agile Methodologies, Oracle, System Testing, Enterprise Software, Team Leadership, SDLC, Manual Testing, Software Project..., SQL, Talent Management, Oracle Applications, Quality Center, Project Management, Test Cases, Eclipse, Integration, Requirements Analysis, Enterprise Architecture, Linux, RTC, XML
Education
University of Massachusetts Lowell
Graduate Program, Technical Writing
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), English
University of Oxford
Study Abroad, English Literature
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
McGraw-Hill Education February 2015 - Present
Boy Scouts of America September 2010 - Present
Body Works Studio June 1995 - Present
Fidelity Investments 2013 - February 2015
New York Life Insurance Company September 2010 - May 2013
CIBER August 2009 - February 2010
Viziant Corporation September 2007 - July 2008
Third Screen Media August 2006 - June 2007
Blue River Associates February 2006 - August 2006
SuccessFactors December 2004 - February 2006
Skills
XML, JavaScript, CSS, Web Development, jQuery, MySQL, PHP, User Interface Design, HTML, SQL, HTML 5, Databases, SEO, Business Intelligence, Web Applications, User Interface, Mobile Devices, Java Enterprise Edition, Start-ups, Product Management, HTML5
Education
University of Massachusetts Dartmouth 1991 — 1995
BFA
Plymouth South High School 1989 — 1991
Electronics
Biogen 2012 - Present
AVID Technical Resources 2011 - 2012
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2003
University of Massachusetts Lowell 1998 - 1999
Skills
PMP, IT Service Management, Offshore Project..., Budget Management, ITIL, Change Management, Incident Management, Incident Analysis, Project Management, MS Project, Budgets, Vendor Management, Management, Disaster Recovery, IT Strategy, Windows Server, Infrastructure, Program Management, Process Improvement, System Administration, IT Management, Incident Handling, Leadership, Microsoft Project, SDLC
Education
Clark University - Graduate School of Management 2007 — 2010
MBA, Management
University of Massachusetts Lowell 1995 — 1999
B.S. Business Administration, Finance and Management Information Systems
Fidelity Investments March 2012 - Present
Pottery Barn October 2003 - January 2013
Merrill Lynch August 2003 - March 2012
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Word, Sales, Retail, Inventory Management, Microsoft Excel, Leadership, Event Planning, Sales Management, Merchandising, Marketing, Management, Training, Social Media, Strategic Planning, Banking
Education
University of Massachusetts Dartmouth 2000 — 2003
Bachelor's degree, Marketing
University of Massachusetts at Lowell 1999 — 2000
Marketing
Straight Ahead Ministries April 2012 - Present
Fidelity Investments April 2006 - July 2011
Fidelity Employer Services Company June 2000 - April 2006
Skills
Building Relationships, Team Motivator, Creative Problem Solving, Marketing Communications, Integrated Marketing, Thought Leadership, Marketing Strategy, Email Marketing, Internal Communications, Direct Marketing, Financial Services, Advertising, Lead Generation, Online Advertising, Copywriting, Corporate Communications, Social Media Marketing, Strategic Planning
Education
University of Massachusetts Dartmouth
Bachelor of Fine Art, Graphic Design
Fidelity Investments December 2010 - Present
Fidelity Investments February 2007 - June 2010
Fidelity Investments September 2001 - February 2007
Fidelity Investments August 1999 - September 2001
Fidelity Investments September 1998 - August 1999
Sybase, Inc. March 1990 - August 1998
Bull HN May 1987 - March 1990
MicroCybernetics, Inc. June 1985 - May 1987
Skills
Agile Methodologies, ClearCase, Release Management, SDLC, Database Administration, Integration Testing, Enterprise Architecture, Enterprise Risk..., Disaster Recovery, Unix, Shell Scripting, Red Hat Linux, Build Automation, Software Configuration..., Release Engineering, Enterprise Solution..., Enterprise Solution..., Application Lifecycle..., Windows, Software Installation, Quality Center, Contract Management, Technology Evaluation, Technical Documentation, Technical Support, Production Support, Development & delivery..., Consulting, System Administration, Programming Languages, Test Automation, Software Development..., Software Licensing, Team-oriented, Team Mentoring, Proactive self-starter, Perl, Software Development, Enterprise Software, CVS, Scrum, Testing, Tomcat, Integration
Education
University of Massachusetts at Lowell
MS
University of Lowell 1981 — 1985
BS
Fidelity Investments August 1995 - Present
Education
University of Massachusetts Dartmouth 1989 — 1993
Boston Scientific January 2014 - Present
Progress Software October 2012 - January 2014
Progress Software September 2007 - October 2012
EMC Corporation October 2006 - May 2007
Fidelity Investments August 2004 - October 2006
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Revenue Recognition, Process Improvement, Management, General Ledger, Forecasting, Financial Modeling, Account Reconciliation, Accounting, Budgets, Business Analysis, Customer Service, Finance
Education
University of Massachusetts at Lowell 2008 — 2012
MBA
University of Massachusetts, Amherst 2000 — 2004
Economics
Mercer 2014 - Present
Brookline Bancorp / IntePros Consulting 2013 - 2014
Fidelity Investments 2006 - 2013
King & Bishop 2002 - 2006
IBRIX (acquired by Hewlett Packard) 2003 - 2004
Netezza (acquired by IBM) 2002 - 2003
RSA The Security Division of EMC 2000 - 2002
Skills
Human Resources, Employee Benefits, Recruiting, HRIS, Employee Relations, Leadership, Project Management, Personnel Management, Cross-functional Team..., Talent Acquisition, Start-ups, Benefits Negotiation, Outsourcing, Negotiation, Problem Solving, Healthcare Information..., Business Process..., Program Implementation, HRIS Database Management, Corporate Benefits, Organization, Operational Risk..., Client Relations, Data Mapping, Open Enrollment, Mergers & Acquisitions, Fortune 500, Middle Market
Education
University of Massachusetts Lowell
Bachelor of Fine Arts (BFA), Music/Business
Fidelity Investments May 2012 - Present
AVTECH Software Inc. June 2004 - April 2012
UMass Dartmouth August 2004 - December 2004
Sears Hardware January 2001 - June 2004
Skills
Problem Solving, Team Leadership, Microsoft Office, Team Building, HTML + CSS, OpenLaszlo, JavaScript, Filemaker Pro, Database Administration, Website Administration, Website Redesign, RIA, ActionScript, Front-end Development, Online Databases, System Administration, Databases, HTML, Web Applications, Web Design
Education
University of Massachusetts Dartmouth 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts Dartmouth 1999 — 2004
BS, Business Information Systems
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments April 2009 - September 2013
Wellington Management Company October 2006 - December 2008
Fidelity Investments August 1994 - October 2006
MacGregor 2000 - 2001
Investors Bank & Trust 1990 - 1994
Skills
Business Analysis, Project Management, Market Data, Corporate Actions, Trading Systems, Agile & Waterfall..., Product Management, Equity Derivatives, Credit Derivatives, Portfolio Management, Project Portfolio..., Equities, Fixed Income, Derivatives, Systems Analysis, Testing, Agile Methodolgy, Vendor Management, SDLC, Analysis, Agile Methodologies, Financial Services, Requirements Gathering, Agile Project Management, Software Project..., Business Requirements, Requirements Analysis, Back Office, Fund Accounting, Securities, Mutual Funds, Bloomberg
Education
University of Massachusetts Dartmouth
Spartan Race, Inc. January 2013 - Present
Manulife Asset Management May 2010 - August 2013
Fidelity Investments July 2009 - March 2010
LP Innovations September 2005 - May 2009
Vaward Communications 2003 - 2006
Atrox Technologies 2003 - 2005
Skills
Graphic Design, InDesign, Adobe Acrobat, Illustrator, Dreamweaver, Corporate Branding, QuarkXPress, Web Design, Microsoft Office, Photoshop, Adobe Creative Suite, OS X, Marketing Communications, Mac, Digital Photography, Logistics Management, CMS, Team Management, Event Production, Salesforce.com, SharePoint, Streamlining Complex..., Information Graphics, Branding & Identity, Project Management, Pre-press, Positive Personality, Works well in a team, Compliance, HTML, Committed to..., Adaptable to Changes, CSS, Desktop Publishing, PowerPoint, Organized Multi-tasker, Visual Thinking, Analytic Thinking, Logical Thinker, High level of initiative, Challenge Driven, Customer Service, Exceptional Listener, Work Well Independently, Typography, Graphic Facilitation, Pay Close Attention to..., Visual Communication, Proofreading, Eye for Details
Education
University of Massachusetts at Lowell 2002 — 2005
Bachelor's Degree, Graphic Design
Fidelity Investments July 1995 - Present
Fidelity Investments 2010 - 2011
Education
University of Massachusetts Dartmouth 1989 — 1992
Nestlé Waters North America November 2012 - July 2014
ADP August 2012 - November 2012
ADP April 2011 - August 2012
Mercer January 2011 - April 2011
Mercer September 2007 - December 2010
Fidelity Investments August 2000 - September 2007
Fidelity 2000 - 2007
Skills
401k, Employee Benefits, Retirement, Benefits Administration, Pensions, Series 63, Financial Services, Defined Contribution, Relationship Management, Vendor Management, Mutual Funds, Business Analysis, Process Improvement, HRIS, Call Center, Project Management, Performance Management, Talent Acquisition, Series 6, Staff Development, CRM, Call Centers, Management, Outsourcing, Customer Service, Leadership, Team Leadership
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, English Writting and Communication; Early Childhood Education
Rave Mobile Safety 2015 - Present
Rave Mobile Safety April 2012 - March 2015
Fidelity Investments May 2011 - April 2012
Fidelity Investments March 2005 - May 2011
Skills
Software Quality..., Testing, Quality Assurance, Systems Analysis, Agile Methodologies, SDLC, Quality Center, Waterfall, Requirements Analysis, SQL, Test Planning, QTP, Web Services, Test Cases, Test Automation, Scrum, Requirements Gathering
Education
University of Massachusetts Dartmouth
Bachelor of Science, Biology, General
Fidelity Investments August 1999 - Present
Scudder Investments 1992 - 1999
Skills
Performance Consulting, Needs Analysis
Education
University of Massachusetts Lowell 1987 — 1991
English
Fidelity Investments January 2013 - Present
Fidelity Investments September 2005 - December 2012
Fidelity Investments June 1999 - September 2005
Skills
SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Business Analysis, Vendor Management, Requirements Gathering, PMP, Agile Project Management, Visio, Program Management, CSPO
Education
University of Massachusetts Dartmouth 1997 — 2003
Business Information Systems
Fidelity Investments March 2001 - Present
Education
University of Massachusetts Dartmouth
Fidelity Investments January 2007 - Present
Education
University of Massachusetts Dartmouth 1985 — 1989
John Hancock Financial Services October 2013 - Present
John Hancock Financial Services April 2012 - October 2013
Fidelity Investments October 2006 - July 2012
Aviva Life Insurance 2003 - 2006
Fidelity Investments October 1999 - October 2003
Education
University of Massachusetts Dartmouth 1987 — 1992
English
CBCA class
CBCA class
Fidelity Investments Business ConsultantMonster2004 - 2006
Siebel Systems 1999 - 2004
NEC Technologies 1992 - 1999
Microamerica 1984 - 1990
Skills
Business Analysis, SDLC, Requirements Analysis, Financial Services, Requirements Gathering, Vendor Management, Process Improvement, Business Requirements, Project Management, Business Process..., Business Intelligence, Software Project...
Education
University of Massachusetts Dartmouth 1980 — 1984
BS, Marketing
Philips Lifeline May 2015 - Present
Fidelity Investments August 2011 - May 2015
Fidelity Investments May 2007 - June 2010
Liberty Mutual Insurance December 1996 - October 2006
Skills
Database Marketing, Direct Marketing, Integrated Marketing, Digital Marketing, Email Marketing, Multi-channel Marketing, Customer Acquisition, Segmentation, Analytics, Interactive Marketing, Lead Generation
Education
University of Massachusetts Dartmouth 1991 — 1996
Bachelors, English Literature
Financial Analysis, Planning, Forecasting March 2014 - Present
CIBC June 2012 - August 2012
Bank of Montreal August 2009 - April 2011
BMO Capital Markets December 2008 - August 2009
State Street July 2007 - August 2008
State Street May 2006 - July 2007
Fidelity Investments 2005 - 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Banking, Account Reconciliation, Mutual Funds, Equities, Investments, Fixed Income, Team Leadership, Budgeting, Forecasting, Financial Planning, Maintaining Strong..., CRM, Bloomberg, Internal Communications
Education
York University - Schulich School of Business 2012 — 2013
Master of Business Administration (MBA), Marketing Strategy Accounting
University of Massachusetts at Lowell 2002 — 2005
Bachelor of Science in Business Administration, Finance, Management Information Systems, 3.5/4.0
Censio, Inc. February 2015 - Present
Skyhook Wireless April 2012 - January 2015
General Dynamics C4 Systems June 2009 - April 2012
Fidelity Investments June 2009 - August 2009
General Dynamics C4 Systems July 2007 - August 2007
Skills
Software Engineering, Embedded Software, Algorithms, Embedded Linux, Object Oriented Design, C++, Software Development, Java, RTOS, C, Android
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelors, Science Computer Engineering, Summa Cum Laude
Fidelity Investments Financial Analyst / AdministratorFleet bankDecember 1996 - December 1999
Education
Fidelity Investments 2006 — 2007
Green Belt, Six Sigma
University of Massachusetts Lowell 2000 — 2004
MBA
NEPC June 2009 - Present
Fidelity Investments June 2006 - February 2009
Charles Schwab 2003 - 2006
Fidelity Investments 2003 - 2003
Tofias PC 2003 - 2003
Watson Wyatt 2000 - 2002
Watson Wyatt 1992 - 2000
Watson Wyatt 1977 - 1992
Skills
Defined Contribution, ERISA, Retirement, Defined Benefit, Employee Benefits
Education
University of Massachusetts Lowell 1973 — 1977
BS, Mathematics
Thomson Reuters Elite May 2014 - Present
G4S Technology January 2010 - May 2014
QCMetrix, Inc. January 2009 - December 2009
Fidelity Investments December 2006 - January 2009
Federal Reserve Bank of Boston January 2005 - November 2006
channelwave 1999 - 2003
fidelity 1995 - 2002
Skills
C#, SQL Server, ASP.NET, ASP, Windows, .NET, Visual Basic, XML, HTML, Java, Databases, CSS, Agile, JavaScript, SQL, AJAX, Visual Studio, VB.NET, Access, SSRS, T-SQL, Software Development, Web Services, C++, WCF, SDLC, Architecture, C, Subversion, LINQ, OOP, MySQL, jQuery, ADO.NET, SOA, Web Development, DHTML, UML, MVC, Web Applications, ASP.NET MVC, IIS, Microsoft SQL Server, XSLT, Agile Methodologies
Education
University of Massachusetts Lowell 2014 — 2018
Bachelor of Science (B.S.), Information Technology
Charles River Development February 2011 - Present
Charles River Development December 2004 - May 2011
Fidelity Investments September 2000 - July 2004
ScanSoft January 2000 - January 2001
Fidelity Investments August 1998 - December 1999
Putnam Investments October 1997 - August 1998
Art Technology Group September 1996 - October 1997
Pro CD December 1995 - September 1996
National Tribology Services July 1993 - August 1995
Skills
Options, Fixed Income, Derivatives, Equities, Trading, Swaps, Order Management, Portfolio Management, Compliance, Software Engineering, Trading Systems, Electronic Trading, Market Data, Equity Derivatives, Trading Strategies, Financial Markets, FX trading, Equity Trading, Interest Rate..., Hedge Funds, Bloomberg, Asset Management, Market Risk, Credit Risk, Credit Derivatives, Fixed Income Trading, Java, C#, Technical Leadership, FX Options, Asset Managment, SQL, Risk Management, Oracle, Back Office, Microsoft SQL Server, Software Development, Databases, .NET, Perl, Exchange Connectivity, Quantitative Finance, Integration, Middle Office, Web Applications, Multithreading
Education
University of Massachusetts Lowell 1988 — 1993
BS, Physics
Peabody High School
Wells Fargo Advantage Funds December 2014 - Present
Pax World Management LLC February 2013 - December 2014
Fidelity Management & Research Company January 2012 - January 2013
Pyramis Global Advisors (Fidelity Investments) 2005 - 2012
Fidelity Investments 2000 - 2005
New England Funds, Nvest Services, CDC/Nvest (now Natixis) 1998 - 2000
440 Financial Group/The Shareholder Services Group/First Data Investor Services Group 1993 - 1998
State Mutual Life Assurance Company of America/Allmerica Financial December 1979 - December 1993
Skills
Investments, Financial Services, Mutual Funds, Project Planning, Public Relations, Media Relations, Internal Communications, Series 7, Series 63, Asset Allocation, Securities, Retirement, Asset Managment, Competitive Analysis, Investment Strategies, Alternative Investments, Marketing Communications, Fixed Income, Equities, Marketing Strategy, Strategic Planning, Writing, Hedge Funds, Management, 401k, Marketing, Institutional..., Series 24, Asset Management
Education
University of Massachusetts Dartmouth 1975 — 1979
Bachelor of Arts, English
St. John's High School 1972 — 1975
BB&T - (Contract via Adecco) October 2012 - 2013
First Citizens Bank - (Contract via Matrix Resources) April 2011 - August 2012
Fidelity Investments March 2007 - October 2010
ADP August 1999 - June 2006
Pearson Education July 1990 - July 1999
Skills
Testing, Manual Testing, Test Planning, Software Documentation, Software Development, Software Quality, Quality Assurance, Quality Center, DB2, SQL, Test Cases, System Testing, User Acceptance Testing, SDLC, System Integration..., TFS, Requirements Analysis, Software Implementation, COBOL, JCL, Defect Tracking, Mainframe, Data Mining, Data Manipulation, Waterfall, Visio, Toad, Agile Methodolgy, QTP, Regression Testing, Agile Methodologies, Test Automation, CICS, LoadRunner, JIRA, Requirements Gathering
Education
Boston University Metropolitan College
Focused Programmer Development Program
University of Massachusetts Lowell
B.S., MIS and Minor in Computer Science
Fidelity Investments 1999 - Present
Scudder Investments 1996 - 1999
Skills
Mutual Funds, Asset Management, Securities, Investments, Financial Services, Investment Management, Risk Management, FINRA
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelor of Arts, Art History
Fidelity Investments August 2004 - Present
American International Group 2000 - July 2004
Skills
Risk Management, Insurance, Property & Casualty..., Claims Management, Claims Handling, Claims Resolution, Claims Investigations, Workers Compensation, Business Continuity..., Surety Bonds, Financial Modeling, General Insurance, Financial Analysis, Process Improvement, Commercial Insurance
Education
University of Massachusetts Dartmouth
BA
State Street April 2014 - Present
JPMorgan Chase September 2013 - April 2014
Fidelity Investments August 2012 - September 2013
State Street 2011 - August 2012
State Street August 2008 - April 2011
State Street September 2003 - August 2008
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, ETFs, Project Implementation, Global Custody, Collateral Management
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Operations Management
Westborough High School 1996 — 1999
Commonweath of Massachusetts -Dept. of State Police March 2014 - Present
SeekingSitters February 2010 - August 2014
Fidelity Investments June 1997 - July 2002
PwC June 1996 - July 1997
Skills
Marketing, Finance, Financial Analysis, Accounting, Auditing, Analysis
Education
University of Massachusetts Dartmouth 1992 — 1996
BS, accounting
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 2012 - Present
Fidelity Investments June 2007 - April 2012
Skills
Cross-functional Team..., Disaster Recovery, Document Review, Legal Research, Legal Writing, Litigation, Litigation Support, Management, Microsoft Excel, Program Management, Research, Securities, Servers, Legal Assistance, Software Documentation
Education
University of Massachusetts Dartmouth 2003 — 2007
BS, Psychology
Fidelity Investments July 2015 - Present
Fidelity Investments December 2012 - Present
C.E. Communication Services, Inc. (CE COMM) June 2011 - September 2012
Skills
Telecommunications, New Business Development, Logistics Management, Project Management, Data Center, Enterprise Software, IT Procurement, Market Research, Account Management, Salesforce.com, Sales, Vendor Management, Product Management, Team Leadership, Solution Selling
Education
University of Massachusetts Dartmouth 2007 — 2012
Bachelors, Marketing
Brockton High School
Cape Cod Community College November 2011 - Present
Hoxie Elementary and Bournedale Elementary Schools September 2006 - Present
Private Home May 2008 - May 2011
Blue Cross Blue Shield of Massachusetts February 1989 - July 2002
Fidelity Investments November 1984 - February 1988
Education
UMass Dartmouth 1980 — 1984
Bachelor of Science (B.S.), Management, 3.2 cum laude
Weymouth South High School
HS Diploma
Fidelity Investments February 2015 - Present
Fidelity Investments January 2013 - Present
Northeast Planning Associates May 2013 - December 2013
Market Basket January 2009 - May 2013
University of Massachusetts September 2012 - December 2012
Village Empowerment Project February 2010 - June 2010
Skills
Editing, Research, Teaching, Microsoft Office, English
Education
University of Massachusetts Lowell 2008 — 2013
Bachelor's, English; Minor, Business Administration
MFS Investment Management July 2012 - Present
MFS Investment Management September 2008 - July 2012
Fidelity Investments September 2006 - August 2008
Investors Bank & Trust April 2004 - September 2006
Investors Bank & Trust April 2004 - May 2005
Skills
Trade Compliance, Portfolio Risk, Financial Services, Equities, Mutual Funds, Fixed Income
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Information Systems
Shawsheen Valley Technical HS February 2002 - Present
Shawsheen Valley Technical HS 2006 - Present
Mullen 2000 - January 2002
Fidelity Investments 1999 - 2000
Education
University of Massachusetts Dartmouth 1993 — 1994
Bachelor's Degree, Art Teacher Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor's Degree, Graphic Design
Wilmington High School