Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Fidelity Investments Employees

Employee
Years
Job
Industry
Bob Salerno Bob Salerno Greater Boston Area Details
Bob Salerno's Fidelity Investments Experience January 2007 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2007 - Present
Fidelity Investments   September 2005 - December 2007
Fidelity Investments   January 1999 - September 2005
Fidelity Investments   August 1990 - January 1999

Skills
Sales, Relationship Management, Marketing, Finance, Operations Management, Marketing Communications, Event Planning, Fund Accounting, Analysis, Portfolio Management, Strategic Planning

Education
Bentley University   1992 — 1994
Master of Business Administration (M.B.A.), Finance

Bentley University   1987 — 1991
Bachelor's degree, Accountancy

Bill Whelton, PMP, SSBB Bill Whelton, PMP, SSBB Greater Boston Area Details
Bill Whelton, PMP, SSBB's Fidelity Investments Experience April 2006 - April 2010
Job Director Head of U.S. Medical Operations
Industry Biotechnology
Experience
Biogen  September 2014 - Present
EMD Serono, Inc.   April 2010 - September 2014
Fidelity Investments   April 2006 - April 2010
EMD Serono, Inc.   December 2004 - March 2006
PAREXEL  January 2000 - December 2004

Skills
Strategic Planning, Project Management, Business Strategy, Business Process, Pharmaceutical Industry, Performance Management, Process Improvement, Change Management, Vendor Management, Finance, Business Process..., Six Sigma, Program Management, Leadership, Cross-functional Team..., Strategy, CRM, Management, Forecasting, Analysis, Business Analysis, Project Portfolio..., Sales, Budgets

Education
Bentley University
MSF, Finance, General

Suffolk University - Sawyer School of Management
MBA, Business Administration, Management and Operations

Northeastern University
BS, Criminal Justice/Political Science

Villanova University
Master Certificate in Six Sigma

Villanova University
Lean Six Sigma - Black Belt

Villanova University
MCAPM, Applied Project Management

Brent Rainer Brent Rainer Providence, Rhode Island Area Details
Brent Rainer's Fidelity Investments Experience June 2006 - Present
Job Sr. Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2006 - Present
Fidelity Investments   May 2005 - May 2006
CVS Caremark Corporation  May 2004 - December 2004

Skills
Requirements Gathering, Data Warehousing, Business Requirements, Requirements Analysis, SDLC, Systems Analysis, Agile Methodologies, Business Analysis, Data Modeling

Education
Bentley University   2002 — 2006
Computer Information Systems, Major

Deirdre McGruder Deirdre McGruder San Francisco, California Details
Deirdre McGruder's Fidelity Investments Experience April 2012 - September 2014
Job Senior User Researcher at Wells Fargo
Industry Banking
Experience
Wells Fargo  October 2014 - Present
Fidelity Investments   April 2012 - September 2014
CharlotteObserver.com, The Charlotte Observer   February 2006 - August 2011
The Charlotte Observer  October 2005 - February 2006
The Charlotte Observer  August 2005 - October 2005
Contra Costa Times  November 1998 - July 2005

Skills
Usability Testing, Moderating, User-centered Design, Information Architecture, Ethnography, Performance Measurement, Prototyping, User Interface Design, Editing, Headline Writing, Mobile Applications, Focus Groups, Website Redesign, Online Publishing, Entertainment Writing, Feature Reporting, User Experience

Education
Bentley University   2011 — 2013
MS, Human Factors in Information Design

University of Alabama   1988 — 1992
B.A., Journalism

Carrie Fowler Sakey Carrie Fowler Sakey Fairfield, Connecticut Details
Carrie Fowler Sakey's Fidelity Investments Experience 2003 - 2006
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate  March 2009 - Present
Coldwell Banker Residential Brokerage  January 2006 - April 2009
Fidelity Investments   2003 - 2006
Treetop Technologies  2001 - 2003
iXL/Scient  2000 - 2001
ADP  1999 - 2000
ITDS  1994 - 1999

Skills
Project Management, Systems Analysis, Real Estate, Investment Properties, Strategic Planning, Business Analysis, Selling, Relocation, Negotiation, Mortgage Lending, Data Conversion, Residential Homes, Brokerage, MS Project, Sales, ABR, Sellers, Home Staging, New Homes

Education
Fairfield University   1992 — 1994
Bachelors, Finance

Bentley University   1990 — 1992
Bachelor of Science, Finance

David Koschei David Koschei Greater Boston Area Details
David Koschei's Fidelity Investments Experience May 2011 - December 2011
Job Associate Data Warehouse Business Intelligence Solution Developer at Electric Insurance Company
Industry Insurance
Experience
Electric Insurance Company  June 2014 - Present
Electric Insurance Company  June 2012 - June 2014
Fidelity Investments   May 2011 - December 2011
Fresenius Medical Care  May 2010 - April 2011

Skills
QlikView Development, Microsoft SQL Server, SQL, Salesforce.com, Business Intelligence, Relational Databases, Visual Studio, ASP.NET MVC, Access Database, VBA

Education
Bentley University   2008 — 2012
Bachelor of Science (BS), Computer and Information Sciences, General

Benjamin Cauley Benjamin Cauley Greater Boston Area Details
Benjamin Cauley's Fidelity Investments Experience July 2014 - March 2015
Job Financial Analyst II at The Hanover Insurance Group
Industry Accounting
Experience
The Hanover Insurance Group  March 2015 - Present
Fidelity Investments   July 2014 - March 2015
Fidelity Investments   June 2011 - July 2014
Massachusetts Office of the Attorney General  September 2010 - December 2010
Penn Mutual Life Insurance Company  May 2010 - July 2010

Education
Bentley University   2008 — 2012
Bachelor of Science, Accountancy

Beth Todd Beth Todd Greater Boston Area Details
Beth Todd's Fidelity Investments Experience October 1995 - December 2008
Job Senior Project Manager at Comcast
Industry Financial Services
Experience
Comcast  June 2009 - Present
Fidelity Investments   October 1995 - December 2008

Skills
PMP, Project Plans, PMO, Leading Projects, Software Development..., Deliverables, Production Support, Project Delivery, Escalation, Deployment, Project Documentation, PMI, Agile, Virtual Teams, Resource Management, Program Management, Change Control, Product Delivery, Project Planning, IT Operations, Scope Management, Business Requirements, Technology Solutions, Application Development, Process Development, Vendor Management, Status Reporting, Waterfall, Full SDLC, SDLC, IT Strategy, Agile Project Management, System Deployment, Software Development, Process Simulation, Enterprise Architecture, Agile Methodologies, Project Management, Documentations, Requirements Gathering, Software Project...

Education
Bentley College   1987 — 1989

Dana Hall School

Anthony Carpenito Anthony Carpenito Greater Boston Area Details
Anthony Carpenito's Fidelity Investments Experience January 1996 - Present
Job at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   January 1996 - Present
Brown Brothers Harriman & Company   October 1994 - January 1996
W.R. Grace & Company   October 1991 - October 1994

Education
Bentley University   1979 — 1983
BS, Computer Information Systems

Carolyn Townsend Carolyn Townsend Greater Boston Area Details
Carolyn Townsend's Fidelity Investments Experience 1990 - 1991
Job Classroom Teacher at Salem Public Schools
Industry Design
Experience
Carlton Elementary School   November 2014 - Present
Salem State Collaborative   August 2013 - Present
Salem Public Schools  September 2007 - November 2014
Salem Public Schools  September 1999 - July 2007
Interlynx Systems   1997 - 1999
Dynatech Corporation  1991 - 1999
Fidelity Investments   1990 - 1991
Wang Laboratories  1985 - 1990

Skills
Instructional Technology, Blended Learning, Staff Development, Lesson Planning, Differentiated..., Data Analysis, Apple IOS, Student Engagement, Teaching in a Digital..., Moodle, Project Based Learning, Curriculum Development

Education
Bentley University
Bachelor of Science (BS), Computer Information Systems

Gordon College
Master of Education (M.Ed.)

Dan Tynan Dan Tynan Bedford, New Hampshire Details
Dan Tynan's Fidelity Investments Experience April 2000 - Present
Job Relationship Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2000 - Present
State Street  1997 - 2000
John hancok   1993 - 1997

Skills
Certified Financial...

Education
Bentley College   1989 — 2003
Bachelor of Science (B.S.), Accounting

Boston College - Carroll School of Management   1995 — 1997
Master's degree, Finance

Debbie Christopher Debbie Christopher Greater Boston Area Details
Debbie Christopher's Fidelity Investments Experience June 2011 - Present
Job Director, Integrated Marketing at Fidelity Investments.
Industry Financial Services
Experience
Fidelity Investments   June 2011 - Present
AARP Services, Inc  December 2010 - June 2011
New York Life Insurance Company  June 2010 - April 2011
Fidelity Investments   July 2009 - May 2010
Evergreen Investments  January 2009 - May 2009
Fidelity Investments   September 2004 - December 2008
Fidelity Investments   1995 - 2008

Skills
Financial Services, Retirement, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing, Email Marketing, Direct Marketing, RIAs, High Net Worth..., Thought Leadership, Web Content Management, Direct Mail, Marketing, Marketing Management, Segmentation, Strategic Partnerships

Education
Bentley University   1988 — 1992
BS

Christopher Volante Christopher Volante Greater Boston Area Details
Christopher Volante's Fidelity Investments Experience January 2006 - January 2011
Job Senior Implementation Project Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group  August 2014 - Present
Volante Running   2007 - Present
Putnam Investments  January 2011 - August 2014
Fidelity Investments   January 2006 - January 2011
Fidelity Human Resource Services   July 2004 - December 2005
Fidelity Institutional Retirement Services Company  April 2000 - June 2004
New York Life Benefit Services, Inc   July 1997 - March 2000
Putnam Investments  November 1995 - June 1997

Skills
Customer Relations, Investments, Process Improvement, Mentoring, Team Building, Customer Service, Leadership, Project Management, Management, Project Planning, Human Resources, Marketing, Mergers & Acquisitions, Sales, Relationship Management, CRM, Financial Services

Education
Bentley University   1991 — 1995
BS, Marketing

David Krikorian David Krikorian Cincinnati Area Details
David Krikorian's Fidelity Investments Experience 1990 - 1997
Job Entreprenuer
Industry Restaurants
Experience
Fabricon3D   January 2013 - Present
Parody Productions LLC   2003 - Present
Tom and Chee   February 2013 - April 2015
Ohio 2nd District at U.S. House of Representatives   February 2009 - 2010
DataSuites   2002 - 2005
Deloitte & Touche  1998 - 1999
Fidelity Investments   1990 - 1997

Skills
Financial Analysis, Entrepreneur, Public Policy, Economics, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Finance, Management, Business Planning, Investments, Research, Management Consulting, Venture Capital, Leadership, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Private Equity, Due Diligence, Start-ups, Corporate Finance, Executive Management, Business Development, Strategic Partnerships

Education
University of Cincinnati College of Business   1996 — 1998
MBA

Bentley University   1986 — 1990
Bachelor of Science

Corey Goodermote Corey Goodermote New York, New York Details
Corey Goodermote's Fidelity Investments Experience June 2009 - August 2009
Job Associate Product Manager at Paperless Post
Industry Information Technology and Services
Experience
Paperless Post  June 2014 - Present
Amplify  August 2013 - June 2014
Fresh  October 2013 - March 2014
Deloitte  August 2011 - August 2013
Yoinker   September 2009 - July 2011
Bentley University  September 2008 - May 2011
Deloitte Consulting  May 2010 - August 2010
Fidelity Investments   June 2009 - August 2009

Skills
Requirements Analysis, Management Consulting, Java, Agile Methodologies, Scrum, Business Process Design, SQL, Business Requirements, Information Systems..., Requirements Gathering, Business Process, Systems Analysis, UX Design, Project Management, Information Architecture, Testing, Technology Integration, Solutions Design, Visio, Database Design, Software Project..., SDLC, Agile Project Management, Consulting, Agile, Information Systems, Data Modeling, PMO, User Acceptance Testing, Music Lover, Functional Design, Product Management, Access, Process Modeling, SharePoint, UML, Data Analysis, Android Development, Business Analysis, Regular Expressions, Smarty, Python, Rally

Education
Georgia Institute of Technology   2014 — 2016
Master's Degree, Computer Science

Bentley University   2007 — 2011
BS, Computer Information Systems

Sachem East High School   2004 — 2007

Chase Martell Chase Martell Greater Boston Area Details
Chase Martell's Fidelity Investments Experience December 2014 - Present
Job Sr. Manager SPS Executive Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   June 2014 - December 2014
Fidelity Investments   January 2012 - June 2014
Fidelity Investments   August 2010 - December 2011

Skills
Series 63, Series 7, Series 9, Series 10, Mutual Funds, Securities, Financial Services, 401k, Uniform Combined State..., Retirement, Wealth Management, Asset Allocation, Relationship Management, Investments, Investment Advisory, Portfolio Management

Education
Bentley University   2012 — 2014
MS in Financial Planning, Financial Planning and Services

Southern New Hampshire University   2006 — 2007
Master of Business Administration (MBA), Global Studies

Springfield College   1985 — 1989
Bachelor of Science (B.S.), Psychology

Debralee Johnson Debralee Johnson Greater New York City Area Details
Debralee Johnson's Fidelity Investments Experience May 2006 - August 2006
Job Child Welfare Specialist, Community Activist, Non Profit Organizational Management
Industry Nonprofit Organization Management
Experience
Project Esther Inc.   August 2013 - Present
Fordham Tremont Community Mental Health Clinic (FTCMHC)   September 2012 - June 2013
Children's Aid Society  June 2009 - September 2012
Harlem Children's Zone  June 2008 - May 2009
Lifeguard Financial   May 2007 - June 2008
Bentley University  January 2006 - May 2007
Fidelity Investments   May 2006 - August 2006

Skills
Youth Development, Fundraising, Life Coaching, Business Development, Sales Management, Nonprofits, Individual Counselling, Motivational..., Mental Health, Family Therapy, Psychotherapy, Training

Education
City University of New York-Hunter College   2011 — 2013
Master's degree, Clinical/Medical Social Work

New York University   2007 — 2008
Certification, Arabic Language and Literature, Honors

Bentley University   2003 — 2007
Bachelor of Arts (B.A.), Public Policy Analysis (Minor: Business Management and International Studies)

Daniel Keohane Daniel Keohane Greater Boston Area Details
Daniel Keohane's Fidelity Investments Experience June 1997 - Present
Job Sr Software Consultant at Fidelity Investments
Industry Writing and Editing
Experience
Fidelity Investments   June 1997 - Present
Horror Writers Association  January 1999 - November 2007
National Grid  September 1992 - June 1997

Skills
Film, SDLC, Technical Writing, Visio, Business Analysis, Music, Blogging, Storytelling, Software Documentation, HTML, SQL, Project Management, Public Speaking, WordPress

Education
Bentley University   1981 — 1985
BS, Computer and Information Sciences and Support Services

Dana Peterson Dana Peterson Greater New York City Area Details
Dana Peterson's Fidelity Investments Experience 2001 - 2008
Job Vice President Product Development at Corporate Insight
Industry Financial Services
Experience
Corporate Insight  January 2011 - Present
Life Value Advisors   June 2008 - December 2010
Fidelity Investments   2001 - 2008
The McKenna Group  1999 - 2001
Fidelity Investments (FMR Co.)   1994 - 1999
State Street Bank  1992 - 1994

Skills
Market Research, Competitive Analysis, Analysis, Product Development, Marketing Strategy, Management, Business Analysis, Leadership, Marketing Research, Business Strategy, Management Consulting, Marketing, Analytics, Strategic Partnerships, Product Management, Account Management, New Business Development, Strategy, Product Marketing, Strategic Planning, Budgets, Portfolio Management

Education
Boston University Questrom School of Business   1996 — 1999
Masters

Bentley University   1986 — 1990
Bachelor

WHS

Cole Middlebrook Cole Middlebrook Dunstable, Massachusetts Details
Cole Middlebrook's Fidelity Investments Experience May 2015 - Present
Job Technical Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Sky Meadow Country Club  May 2014 - May 2015
Kimball Farms  June 2010 - September 2013

Skills
Technical Analysis, Investments, Public Speaking, HTML, Social Networking, Accounting, Microsoft Excel, Analysis, PowerPoint, Bloomberg Terminal, Equity Trading

Education
Bentley University   2012 — 2016
Bachelor of Science (BS), Finance, Senior

Christopher Colantoni Christopher Colantoni Burlington, Massachusetts Details
Christopher Colantoni's Fidelity Investments Experience June 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   February 2013 - June 2014
Guardian Investor Services - RS Investments   May 2010 - February 2013
Guardian Life Insurance  July 2009 - May 2010
Merrill Lynch  January 2008 - December 2008

Skills
Investments, Finance, Sales, Mutual Funds, Series 7, Financial Planning, Series 63, Microsoft Office, Asset Allocation, Life Insurance

Education
Bentley University   2014 — 2016
Master of Science in Financial Planning

Suffolk University - Sawyer School of Management   2011 — 2013
Master of Business Administration (MBA), Finance, General

Bryant University   2005 — 2009
BSBA, Finance

Caitlin Fahey Caitlin Fahey Greater Boston Area Details
Caitlin Fahey's Fidelity Investments Experience June 2015 - Present
Job Senior Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   June 2013 - June 2015
Bentley University  August 2011 - May 2013
Fidelity Investments   June 2012 - August 2012
Fidelity Investments   June 2011 - August 2011
Nestle Waters  June 2010 - August 2010
Honey Dew Donuts  May 2007 - January 2010

Skills
Access, SPSS, SQL, HTML, Essbase, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Data Analysis, Research, Financial Analysis, QuickBooks, SAP, Accounting, Financial Reporting, Analysis, Bloomberg, Oracle Financial, Oracle Discoverer, Customer Service

Education
Boston College - Wallace E. Carroll Graduate School of Management   2015 — 2018
Master's Degree, Evening MBA

Bentley University   2009 — 2013
Bachelor of Science, Corporate Finance and Accounting, Minor in Computer Information Systems, Graduated with Magna Cum Laude honors

Coyle and Cassidy   2005 — 2009
High school

Bradford Wilkinson Bradford Wilkinson Greater Boston Area Details
Bradford Wilkinson's Fidelity Investments Experience October 1995 - August 1997
Job Senior Cloud Development Leader
Industry Information Technology and Services
Experience
Sonos, Inc.   July 2014 - Present
Aspen Technology  March 2011 - July 2014
New England IT Solutions, Inc.   February 2002 - March 2011
Pioneer Investments  August 1997 - November 2001
Fidelity Investments   October 1995 - August 1997
First Data Corporation  December 1991 - October 1995

Skills
Continuous Integration, Cloud Applications, Cloud Computing, Product Strategy, Software Development, Document Management, Identity and Access..., SharePoint, SaaS, C#, SQL, WCF Services, Visual Studio, Leadership, Business Strategy

Education
Massachusetts Institute of Technology - Sloan School of Management   2000 — 2001
Certification Managing Technical Professionals and Organizations Managing Complex Product Developme, Certification Managing Technical Professionals and Organizations Managing Complex Product Developme

Bentley University   1997 — 2001
Master of Science (MS), Management Information Systems, General, 3.8

Boston University   1993 — 1995
Certification Software development project management program based on PMI., Certification Software development project management program based on PMI.

The University of Montana   1982 — 1987
Bachelor of Science (BS), Business Administration, Management and Operations, 3.4

Ashley Federico Ashley Federico Boston, Massachusetts Details
Ashley Federico's Fidelity Investments Experience May 2015 - Present
Job Young Investors Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Baystate Financial  June 2014 - August 2014
New York Life Insurance  January 2014 - May 2014
East Boston Savings Bank  May 2013 - January 2014
Bentley University Library  September 2012 - January 2014
Black Swan Country Club  July 2010 - August 2012
Marshalls Inc.  April 2011 - September 2011

Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, SPSS, FactSet, Leadership, Banking, Analysis, Social Media, Time Management, Outlook

Education
Bentley University   2012 — 2016
Candidate for a Bachelor of Science, Marketing with a Minor in Finance

Open Door
Bank of America: Merrill Lynch: Inside an Investment Bank, Finance, General

Brittany Cullen Brittany Cullen Waltham, Massachusetts Details
Brittany Cullen's Fidelity Investments Experience May 2015 - Present
Job Technical Intern: Data Engineering Team at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   May 2015 - Present
CIS Sandbox at Bentley University   December 2013 - Present
Fidelity Investments   May 2014 - August 2014
Care.com  May 2013 - August 2013
Vector Marketing  December 2012 - January 2013
Central One Federal Credit Union  August 2010 - August 2012

Skills
Microsoft Excel, Microsoft Word, Customer Service, Sales, PowerPoint, Facebook, Expression Web, Microsoft Office, Social Media, Team Leadership, Accounting, Outlook, Microsoft Access, Conducting Interviews, Eclipse, WealthCentral, Streetscape, Quality Center, Ribbit

Education
Bentley University   2012 — 2016
Computer Information Systems

Istituto Lorenzo de'Medici   2015 — 2015

Shrewsbury High School   2008 — 2012

Darrell Roberts Darrell Roberts Greater Atlanta Area Details
Darrell Roberts's Fidelity Investments Experience March 1994 - January 2002
Job President, Chief Investment Officer at American Wealth Advisors
Industry Financial Services
Experience
American Wealth Advisors   November 2007 - Present
E*TRADE Financial  March 2006 - August 2007
BNY Mellon  June 2004 - January 2006
Morgan Stanley  March 2002 - June 2004
Fidelity Investments   March 1994 - January 2002
STVA Corp   June 1984 - March 1994
Coopers & Lybrand  1981 - 1984

Skills
Wealth Management, Financial Services, Financial Advisory, Insurance, Asset Allocation, Fixed Income, Estate Planning, Capital Markets, Finance, Hedge Funds, Alternative Investments, Financial Analysis, Investments, Wealth, Equities, Investment Advisory, Wealth Management..., Investment Strategies, Asset Management, Retirement, ETFs, Investment Management, Securities, Retirement Planning, Series 63, FINRA, Portfolio Management, Series 7, 401k, Strategic Financial..., Options, Bonds, Mutual Funds, Financial Planners, Financial Markets, Bloomberg, Series 24, Derivatives, Equity Research, Stocks, Private Equity, Trading, Investment Banking, Uniform Combined State..., Equity Trading, IRAs, Separately Managed..., Valuation, Fixed Annuities, Financial Planning

Education
Bentley University   1975 — 1979
BS, Accounting

Abington High

Bryan Carton Bryan Carton Greater Boston Area Details
Bryan Carton's Fidelity Investments Experience May 2012 - September 2012
Job Consulting Associate at McGladrey
Industry Financial Services
Experience
McGladrey  July 2013 - Present
Fidelity Investments   May 2012 - September 2012
NewFields  June 2010 - January 2012
Tufts Medical Center  November 2010 - January 2011

Skills
SPSS, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, SAP, Accounting, Research, Analysis

Education
Bentley University   2009 — 2013
Bachelor of Science (BS), Corporate Finance and Accounting

Norwell High School   2005 — 2009

Bob Moriarty Bob Moriarty Boston, Massachusetts Details
Bob Moriarty's Fidelity Investments Experience December 2014 - Present
Job Associate Accountant at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   February 2014 - December 2014
Continental Paving   August 2005 - February 2014

Skills
Oracle E-Business Suite, Business Intelligence..., Essbase, Microsoft Excel, Microsoft Office, Financial Analysis, Variance Analysis, Fund Accounting, Trimble GPS, Grading Plans, Supervisory Skills, QuickBooks, Managerial, Financial Reporting, Bloomberg Terminal, Budgets

Education
Bentley University   2015 — 2017
Master's degree, Taxation/Financial Planning

Southern New Hampshire University   2012 — 2013
Bachelor of Science (BS), Accounting

Manchester Community College   2008 — 2012
Associate's degree, Accounting

Christy Patrick Christy Patrick Greater New York City Area Details
Christy Patrick's Fidelity Investments Experience May 2011 - August 2011
Job Underwriter at Hudson Insurance Group
Industry Insurance
Experience
Hudson Insurance Group  August 2012 - Present
Fidelity Investments   May 2011 - August 2011

Skills
Mathematics, Microsoft Office, SPSS, SAS, Matlab, Winplot, HTML, SmartDraw, SQL, Oracle, Adobe Acrobat, Financial Modeling

Education
Bentley University   2008 — 2012
Bachelor of Science (B.S.), Mathematical Sciences, Concentration: Actuarial Sciences

Christine Roberts Christine Roberts Greater Boston Area Details
Christine Roberts's Fidelity Investments Experience May 2007 - February 2009
Job at
Industry Marketing and Advertising
Experience
Citizens Bank  June 2015 - Present
Citizens Bank  October 2014 - June 2015
Citizens Bank  November 2013 - October 2014
Citizens Bank  August 2012 - November 2013
Northeast Bank  July 2011 - July 2012
ResponseLINK & Alert1   September 2009 - November 2010
Fidelity Investments   May 2007 - February 2009
Citizens Bank  December 2004 - May 2007
Fleet Bank  1998 - 2004
Painted Word  2000 - 2001

Skills
Direct Marketing, Product Marketing, Product Management, Product Development, Analytics, Integrated Marketing, Strategy, Strategic Planning, Segmentation, Competitive Analysis, Customer Acquisition, Marketing Strategy, Database Marketing, Market Research, Business Strategy, Customer Insight, Online Marketing, Customer Retention, Management, Enterprise Software, SEM, Program Management, Sales, Team Management, Mergers & Acquisitions, Marketing, Project Management, E-commerce, Strategic Partnerships, Thought Leadership, CRM, Multi-channel Marketing, Lead Generation, Direct Mail, Relationship Marketing, Email Marketing, Marketing Management, Digital Marketing, Brand Management, Marketing Communications, Online Advertising, Brand Development

Education
Northwestern University   1995 — 1996
MS

Bentley University   1985 — 1989
BS

Dave Myers Dave Myers Raleigh-Durham, North Carolina Area Details
Dave Myers's Fidelity Investments Experience October 2013 - Present
Job Director Collaboration Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2013 - Present
Fidelity Investments   February 2013 - September 2013
Life Technologies  March 2011 - February 2013
Life Technologies  September 2010 - March 2011
Life Technologies  November 2008 - September 2010
Applied Biosystems (Life Technologies)   December 1999 - November 2008
Perseptive Biosystems (Life Technologies)   September 1996 - June 1999
Bentley University  September 1994 - December 1996

Skills
XML, Web Services, Scrum, Software Development, JavaScript, Web Development, Tomcat, Perl, SDLC, Linux, REST, SQL, CSS, Integration, Subversion, jQuery, Java, Jive, Oracle, Eclipse, Jive SBS, PHP, MySQL, IIS, Databases, Atlassian JIRA, Web Project Management, Advanced CSS, Disaster Recovery, Confluence, JSON, AJAX, SOAP, Testing, SaaS, Architecture, Ant, Software Engineering, Mobile Applications, Microsoft SQL Server, Database Design, XSLT, Agile Methodologies, SOA, Programming, Leadership, Shell Scripting, Enterprise Software, Team Leadership, Unified Communications

Education
Bentley University   1992 — 1996
Bachelor of Science, Computer Information Systems

Bentley University   1992 — 1996
Bachelor of Science, Marketing

Anne Kay Anne Kay Greater Boston Area Details
Anne Kay's Fidelity Investments Experience April 2007 - February 2009
Job Senior Project Management Professional
Industry Financial Services
Experience
Staples, Inc.   December 2010 - October 2013
Fidelity Investments   April 2007 - February 2009
Fidelity Investments   September 2005 - April 2007
Fidelity Investments   October 1999 - September 2005

Skills
Program Management, Business Analysis, Project Management, Six Sigma, Business Process..., Process Improvement, Change Management, Process Management, SDLC, Cross-functional Team..., Resource Management, Metrics Definition, Portfolio Management, Enterprise Software, Management

Education
Bentley University   1991 — 1995
MBA, Management Information Systems

Plymouth State University
BS, Business Administration

Anthony DeNisco Anthony DeNisco Malden, Massachusetts Details
Anthony DeNisco's Fidelity Investments Experience May 2013 - September 2013
Job Arbella Insurance Group, IT Business Analyst
Industry Information Technology and Services
Experience
Arbella Insurance Group  June 2014 - Present
Bentley University  July 2011 - May 2014
Fidelity Investments   May 2013 - September 2013
Abercrombie & Fitch  May 2011 - December 2011

Skills
Adobe Connect, Customer Service, Java, Saba Centra, SQL, SharePoint, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Training, Data Analysis

Education
Bentley University   2010 — 2014
Bachelor's Degree, Computer Information Systems

Austin Preparatory School   2006 — 2010
High School Diploma

Ashton Guy Ashton Guy Providence, Rhode Island Details
Ashton Guy's Fidelity Investments Experience October 2014 - Present
Job Senior Accountant at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments   October 2014 - Present
Ernst & Young  September 2012 - October 2014
The Simpson Corporation   2011 - 2012
Ernst & Young  June 2011 - August 2011
Bentley University  January 2009 - May 2011
UniBank for Savings  May 2008 - April 2011

Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Tax Preparation, Finance, Account Reconciliation, General Ledger, Outlook, Strategic Financial..., Financial Accounting, Customer Service, Teamwork, Banking, QuickBooks, Time Management

Education
Bentley University   2011 — 2012
Masters of Science, Accountancy

Bentley University   2007 — 2011
Bachelors of Science, Accountancy

Beth OToole Beth OToole Greater Boston Area Details
Beth OToole's Fidelity Investments Experience 2003 - 2007
Job Tax Manager at Talbots
Industry Accounting
Experience
Talbots  December 2013 - Present
The Gagnon Group, LLC  September 2007 - December 2013
Fidelity Investments   2003 - 2007
PricewaterhouseCoopers  2000 - 2003

Skills
Tax Research, Tax, Tax Accounting, Income Tax, International Tax, Tax Returns, Sales Tax, Sarbanes-Oxley Act, Use Tax, US Tax, Internal Controls, Auditing, Property Tax, Tax Preparation

Education
Bentley University   2004 — 2007
MST, Taxation

Isenberg School of Management, UMass Amherst   1998 — 2000
Business, Accounting

Elizabethtown College   1995 — 1997
Business, Accounting

Christopher Thiel Christopher Thiel Greater Boston Area Details
Christopher Thiel's Fidelity Investments Experience June 2012 - August 2012
Job Internal Auditor at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance  July 2013 - Present
Fidelity Investments   June 2012 - August 2012
Fidelity Investments   May 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Economics, Investments, PowerPoint, Data Analysis, Data Mining, Cost Projections, American Studies, Cost Allocation

Education
Bentley University   2009 — 2013
BS, Economics-Finance

David Segal David Segal New York, New York Details
David Segal's Fidelity Investments Experience June 2011 - August 2011
Job Young Professional
Industry Financial Services
Experience
Strategic Consulting Services  September 2012 - May 2014
RPS Advertising   January 2009 - June 2012
Fidelity Investments   June 2011 - August 2011
Columbus Nova  June 2010 - August 2010
American Program Bureau  January 2010 - May 2010

Skills
Public Speaking, Microsoft Excel, Advertising, Data Analysis, Management, PowerPoint, Microsoft Word, Negotiation, Analysis, Strategy, Finance, Research, Project Management, Time Management

Education
Bentley University   2008 — 2012
B.Sc, Economics-Finance, 3.67

Clarence High School
High School Diploma

Christopher Janes Christopher Janes Greater Boston Area Details
Christopher Janes's Fidelity Investments Experience July 2014 - Present
Job Director AntiMoney Laundering & Fraud Surveillance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   June 2012 - July 2014
Fidelity Investments   May 2009 - June 2012
Fidelity Investments   July 2007 - May 2009
Fidelity Investments   July 2005 - July 2007
Fidelity Investments   July 2004 - July 2005

Skills
AML, Risk Management, Operational Risk..., Enterprise Risk..., Risk Assessment, Surveillance, Investment Advisory, Due Diligence, Trading, Equity Trading, Securities Fraud, Finance, Alternative Investments, Compliance, Security Clearance, Financial Crime, Fraud Detection, Online Fraud, Anti Money Laundering

Education
Bentley University   2010 — 2013
Master of Business Administration [MBA] - High Distinction, Graduate School of Business

Saint Michael's College   2000 — 2004
Bachelor of Science, Business Administration & Philosophy

Chris Stifel, CIPM Chris Stifel, CIPM Greater Boston Area Details
Chris Stifel, CIPM's Fidelity Investments Experience 1997 - 1999
Job Consultant Cutter Associates
Industry Investment Management
Experience
Cutter Associates  February 2014 - Present
Income Research & Management  July 2008 - October 2013
Bank of America  November 2004 - July 2008
John Hancock Advisers   1999 - 2004
Fidelity Investments   1997 - 1999

Skills
Asset Managment, Auditing, Financial Analysis, Equities, Mutual Funds, Investments, Asset Management, Bloomberg, Portfolio Management, Fixed Income, Securities, Investment Management, Capital Markets, Valuation, Management, Wealth Management, Series 7, Derivatives, Bonds, Asset Allocation, Trading, Financial Modeling, Alternative Investments, Financial Services, Investment Strategies

Education
Bentley University   1994 — 1997
Finance, General

Deborah Goodman Deborah Goodman Greater Boston Area Details
Deborah Goodman's Fidelity Investments Experience September 2010 - Present
Job Principal Information Architect at Fidelity Investments
Industry Internet
Experience
Fidelity Investments   September 2010 - Present
Nokia  June 2008 - March 2010
Fidelity Investments   May 2007 - March 2008
BlueCross BlueShield of Massachusetts  August 2006 - 2007
The MathWorks  July 2004 - March 2005
Putnam Investments  September 2000 - March 2004

Education
Bentley University   2004 — 2005
Master of Science in Human Factors in Information Design

University of Massachusetts, Amherst   1994 — 1995
Master of Science, Interior Architecture

Boston University   1984 — 1988
Bachelor of Arts, Art History

Colin Callaghan, MBA Colin Callaghan, MBA Greater Boston Area Details
Colin Callaghan, MBA's Fidelity Investments Experience September 2011 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   September 2011 - Present

Skills
Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Asset Managment, Portfolio Management, Investments, Trading, Risk Management, Corporate Actions, Financial Services, Wealth Management, Data Analysis, Fund Accounting, Settlement, Back Office, Middle Office, Program Management

Education
Bentley University   2009 — 2013
MBA, Concentrations: Mangement and Business Analytics

University of Richmond   2000 — 2004
BA, Political Science, History

David McVane David McVane Greater Boston Area Details
David McVane's Fidelity Investments Experience November 2014 - Present
Job Vice President, Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2014 - Present
SEI  July 2011 - October 2014
State Street Bank  April 2004 - June 2011
Fisher Investments  2000 - 2004
Back Bay Capital   1997 - 2000

Education
Bentley University   1988 — 1990
MBA

Bryant University   1983 — 1985
BS

Clarice Boyd Clarice Boyd Greater Boston Area Details
Clarice Boyd's Fidelity Investments Experience July 2015 - Present
Job Staffing Consultant for Fidelity Investments Personal Investment Division.
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Peoples United Bank  April 2011 - March 2015
Ultra Source   December 2010 - April 2011
Cellular Specialties, Inc.   October 2010 - November 2010
Public Sector Partners  June 2010 - September 2010
Woodpellets.com  July 2009 - June 2010
Sovereign Bank  March 2005 - April 2009
Verizon Connected Solutions  March 1999 - March 2003
ASE America   March 1998 - September 1998
Loomis, Fargo& Company   September 1997 - December 1997

Skills
Direct Recruiting, Performance Management, Employee Relations, HR Business Partnering, Professional Staffing, Contract Recruitment, Internet Recruiting, Full-cycle Recruiting, Training & Development, On boarding, Interviews, Applicant Tracking..., Sourcing, Human Resources, Management, Employee Benefits, Banking, Sales, Hiring, New Hire Orientations, Credit, Finance, Customer Service

Education
Bentley University
HR, HR Certification

Massachusetts College of Liberal Arts
BA, Education / Psychology

Middlesex Community College
AA, Liberal Arts

Christine Notarangelo Christine Notarangelo Greater Boston Area Details
Christine Notarangelo's Fidelity Investments Experience April 2004 - Present
Job Systems Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2004 - Present
Fidelity Investments   May 2002 - April 2004
Fidelity Investments   November 1999 - April 2002
Fidelity Investments   1997 - 1999
Lotus Development  1989 - 1996
Honeywell Information Systems  1972 - 1989

Skills
Business Analysis, 401k, Business Process..., Process Improvement, Auditing, Management, Financial Services, Project Management, SDLC, Finance, Requirements Gathering, Insurance, Requirements Analysis, Vendor Management

Education
Bentley University   1975 — 1979
BS, Accounting

Bryan Nelson, MBA Bryan Nelson, MBA Greater Boston Area Details
Bryan Nelson, MBA's Fidelity Investments Experience 2007 - 2012
Job Financial Master Data Manager at Iron Mountain
Industry Financial Services
Experience
Iron Mountain  December 2013 - Present
Iron Mountain  April 2013 - December 2013
Fidelity Investments   2007 - 2012
State Street  July 2007 - September 2007
Investors Bank & Trust  June 2004 - July 2007
Investors Bank & Trust  December 2001 - June 2004
Investors Bank & Trust  December 2000 - December 2001
Investors Bank & Trust  March 2000 - December 2000

Skills
Finance, Corporate Finance, Financial Reporting, Accounting, Cash Management, Bloomberg, Financial Analysis, Fixed Income, Asset Managment, Process Improvement, Investments, Fund Accounting, Collateral Management, Derivatives, Asset Management, Hyperion Enterprise, Hyperion Financial..., Blackline, FDM, hyperion smartview, Highly detail oriented, Oracle Applications, Customer Service, Vlookup, Organization &..., Highly motivated..., Flexibility, MS Excel Pivot Tables, User Acceptance Testing, Deferred Compensation, Accruals, Data Validation, Smartview

Education
Boston University Questrom School of Business   2007 — 2010
MBA, Finance

Bentley University   1995 — 1999
BS, Finance

Christina Gillies Christina Gillies Portland, Maine Details
Christina Gillies's Fidelity Investments Experience January 2007 - November 2009
Job Retirement Investment Counselor at Lebel & Harriman, LLP
Industry Financial Services
Experience
Lebel & Harriman, LLP   April 2013 - Present
Great-West Financial  September 2012 - April 2013
KeyBank  September 2011 - September 2012
MCM Properties   May 2009 - January 2010
Fidelity Investments   January 2007 - November 2009

Skills
Mutual Funds, Investments, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Asset Allocation, Investment Advisory

Education
Bentley University   2002 — 2006
BS, Finance

Batu Akyurek Batu Akyurek Raleigh-Durham, North Carolina Area Details
Batu Akyurek's Fidelity Investments Experience September 2010 - Present
Job VP, Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2010 - Present
Fidelity Investments   December 2006 - September 2010
Fidelity Investments   2003 - 2006

Skills
Software Project..., PMP, Unix, Sybase, Requirements Analysis, SDLC, Data Modeling, SOA, Program Management, Agile Methodologies, Java, Business Analysis, Software Development, Asset Management, Vendor Management, Fixed Income, Integration, Equities, Project Management, Business Intelligence, SQL, Web Services, Java Enterprise Edition, XML, IT Strategy, Data Warehousing, Databases, Enterprise Architecture, Oracle, Risk Management, Product Management, Financial Services

Education
Bentley University   2001 — 2003
MSCIS, Information Technology

Boston University   1998 — 2000
MS in Financial Economics, Finance

University of Hartford   1993 — 1995
MBA, Finance

Istanbul Technical University   1988 — 1992
BS in Civil Eng., Structural Engineering

Arthur Mui Arthur Mui Greater Boston Area Details
Arthur Mui's Fidelity Investments Experience 2000 - 2005
Job Financial Analyst at L1 Identity Solutions
Industry Defense & Space
Experience
L-1 Identity Solutions  December 2007 - Present
Raytheon Co.  May 2005 - November 2007
Fidelity Investments   2000 - 2005

Skills
Financial Analysis, Process Improvement, Financial Reporting, Accounting, Analysis, Financial Modeling, Forecasting, Business Analysis, Finance, Variance Analysis, Cross-functional Team..., Budgets, General Ledger, Business Strategy

Education
Bentley University   1996 — 2000
Bachelor of Science (BS), Finance

Cheryl Hanson Cheryl Hanson Greater Denver Area Details
Cheryl Hanson's Fidelity Investments Experience December 1994 - March 1997
Job Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group  December 2013 - Present
Discount Tire Company  April 2012 - July 2013
Prudential Financial  October 2009 - May 2012
Oxford Investment Partners  June 2008 - September 2009
Bank of America  February 2005 - November 2007
John Hancock  March 1997 - May 1999
Fidelity Investments   December 1994 - March 1997

Skills
Risk Management, Financial Analysis, Employee Benefits, Process Improvement, Corporate Governance, Investments, Strategic Planning, Customer Service, Finance, Vendor Management, Teamwork, Training, Leadership, Policy, Records Management, Management

Education
Northeastern University - Graduate School of Business Administration   1993 — 1995
MBA

Bentley University   1988 — 1990
Pension Certificate, Pension Law

University of South Florida   1984 — 1987
Bachelors of Science, Political Science

Ben Piggott Ben Piggott Greater Boston Area Details
Ben Piggott's Fidelity Investments Experience 2007 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   2007 - Present

Education
Bentley University   1999 — 2002

David Lovely David Lovely Greater Boston Area Details
David Lovely's Fidelity Investments Experience 2002 - 2005
Job Managing Director at UBS Securities
Industry Financial Services
Experience
UBS Securities  2005 - Present
Fidelity Investments   2002 - 2005
J.P. Morgan   1999 - 2002

Skills
Equities, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Series 7, Structured Products, Investments, Trading Systems, Asset Managment, Prime Brokerage, Portfolio Management

Education
Bowdoin   1995 — 1999

Boston College High School   1991 — 1995

Ann Belanger Ann Belanger Raleigh-Durham, North Carolina Area Details
Ann Belanger's Fidelity Investments Experience March 1999 - Present
Job Vice President, Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   March 1999 - Present
Oracle  September 1996 - March 1999
Ceridian Employer Services  December 1990 - September 1996

Education
Saint Anselm College   1986 — 1990

Bentley University
Masters, Business Adminstration

Caroline Franks Caroline Franks Greater Boston Area Details
Caroline Franks's Fidelity Investments Experience July 2005 - December 2007
Job Client Service Analyst at Mercer
Industry Human Resources
Experience
Mercer  January 2008 - Present
Fidelity Investments   July 2005 - December 2007

Education
Clark University   2007 — 2009
MBA

Bentley University   2001 — 2005

Christina Viola Christina Viola Greater Boston Area Details
Christina Viola's Fidelity Investments Experience December 2013 - Present
Job Director Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2013 - Present
Fidelity Investments   February 2011 - December 2013
Fidelity Investments   November 2009 - February 2011
Fidelity Investments   March 2007 - October 2009
Fidelity Investments   October 2004 - March 2007
Fidelity Investments   August 2003 - October 2004
Fidelity Investments   June 2001 - August 2003

Skills
Program Management, Agile & Waterfall..., Scrum, IT Management, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodologies, Software Project..., Business Requirements, Process Improvement, Systems Analysis, Visio, Waterfall, SQL, Project Portfolio..., Business Process..., Project Management, PMO, User Acceptance Testing

Education
Southern New Hampshire University   2002 — 2004
MBA

Franklin Pierce University   1996 — 1998
BA, Financial Management

Bentley University   1995 — 1996
none, undergraduate studies

Craig Hone Craig Hone Greater Boston Area Details
Craig Hone's Fidelity Investments Experience 1995 - 2006
Job President, New England Performance Mustang
Industry Automotive
Experience
New England Performance Mustang   January 2005 - Present
Fidelity Investments   1995 - 2006
Corporate Software  1993 - 1995

Skills
Vendor Management, Process Improvement, Program Management, ITIL, Project Management, Team Building, Strategic Planning, Business Analysis, Disaster Recovery, Visio, Team Leadership, Operations Management

Education
Bentley University   1998 — 2003
BS, Computer Information Systems

Art Wise Art Wise Greater Boston Area Details
Art Wise's Fidelity Investments Experience 1997 - Present
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   1997 - Present

Education
Bentley University

Caroline Buzanoski Caroline Buzanoski Greater Boston Area Details
Caroline Buzanoski's Fidelity Investments Experience 2005 - 2007
Job Client Account Executive at ADP
Industry Human Resources
Experience
ADP  April 2015 - Present
ADP  July 2014 - April 2015
ADP  January 2012 - June 2014
Mercer  May 2010 - January 2012
Mercer  January 2008 - May 2010
Fidelity Investments   2005 - 2007
Bertucci's Corporate Headquarters   2004 - 2005

Skills
Employee Benefits, Benefits Administration, Project Management, Vendor Management, COBRA, HRIS, Process Improvement, Human Resources, Employee Relations, Insurance, Outsourcing, Training, Performance Management, Talent Management

Education
Clark University   2007 — 2009
MBA, Management

Bentley University   2001 — 2005
BS, Managerial Economics

Ashley Augusto Kowalczyk Ashley Augusto Kowalczyk Hartford, Connecticut Area Details
Ashley Augusto Kowalczyk's Fidelity Investments Experience April 2006 - December 2009
Job Actuarial Systems Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  June 2012 - Present
MassMutual Financial Group  May 2012 - June 2012
MassMutual Financial Group  December 2009 - April 2012
Fidelity Investments   April 2006 - December 2009
Fidelity Investments   June 2005 - April 2006

Skills
Access, Excel, MoSes, ProVal, Microsoft Excel, Actuarial Science, Data Analysis, Defined Benefit, Employee Benefits, Finance, Financial Analysis, Financial Modeling, Insurance, Retirement, Risk Management

Education
Bentley University   2001 — 2005
Bachelor of Science, Mathematical Science

Daniel Mackel Daniel Mackel Greater Boston Area Details
Daniel Mackel's Fidelity Investments Experience May 2007 - Present
Job Sr. Director, Product & Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2007 - Present
Fidelity Investments   January 2004 - May 2007
Scottrade  December 2001 - December 2003
United States Army  August 1995 - August 1998

Skills
Defined Benefit, Series 7, Retirement, Series 63, Pensions, Investments, 401k, Project Management, Mutual Funds, Sales, Business Development, Financial Services, Asset Allocation, Strategy

Education
Southern New Hampshire University   2000 — 2002
BS, Finance

Bentley University
Graduate Finance

David Czelusniak David Czelusniak Greater Boston Area Details
David Czelusniak's Fidelity Investments Experience 2010 - Present
Job Vice President at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments   2010 - Present
Deloitte Consulting  2009 - 2010
BearingPoint  2002 - 2009
EMC  2000 - 2001
Deloitte Consulting  1988 - 2000
GTE Government Systems  1985 - 1988

Skills
IT Strategy, Business Analysis, Program Management, SDLC, Business Process..., Vendor Management, Management Consulting, Software Project..., Business Process, Enterprise Architecture, PMO, Business Intelligence, Governance, Requirements Analysis, Business Transformation

Education
Bentley University   1981 — 1985
BS, Computer Information Systems

Christopher Meehan, PMP, CSM Christopher Meehan, PMP, CSM Greater Boston Area Details
Christopher Meehan, PMP, CSM's Fidelity Investments Experience March 1999 - Present
Job Sr. Manager, Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 1999 - Present
Blue Cross Blue Shield of Massachusetts  1991 - 1999
CTC  1990 - 1991

Skills
Software Project..., Project Management, Program Management, SDLC, Scrum, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodologies, Requirements Gathering, Process Improvement, Oracle

Education
Boston University   1996 — 1999
MS, Computer Information Systems

Bentley University   1987 — 1990
BS, Business

Cheryl Plunkett Cheryl Plunkett Greater Boston Area Details
Cheryl Plunkett's Fidelity Investments Experience
Job Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments  

Skills
Business Analysis, Vendor Management, MS Project, Requirements Gathering, SQL, Visio, Requirements Analysis, Project Management, Software Project..., SDLC, PMP, PowerPoint, Agile Methodologies, Program Management

Education
Bentley University   1998 — 2002
Bachelor of Science, Computer Information Systems

Connie Claps Connie Claps Greater Boston Area Details
Connie Claps's Fidelity Investments Experience October 2009 - Present
Job Tax Exempt Representative II/ PT at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2009 - Present
TD Bank  1990 - 2009
Fidelity Investments   October 2005 - June 2008
Fidelity Investments   September 1998 - October 2005
Bank of New Hampshire  January 1991 - April 1992
Bank of New Hampshire  1990 - 1992
Bank of New Hampshire  1985 - 1991

Education
Bentley University   1999 — 2002
no, Pension/Actuarial

New England School of Banking   1985 — 1987
Finance, Banking

Christopher Cyr Christopher Cyr Greater Boston Area Details
Christopher Cyr's Fidelity Investments Experience May 2011 - Present
Job Director Mutual Fund Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2011 - Present
Upromise Investments, Inc.   December 2006 - May 2011
CitiStreet  2000 - 2009

Skills
Mutual Funds, Product Management, Project Management, Finance, Management, Relationship Management, 401k, Cross-functional Team..., Retirement, Requirements Analysis, Series 7, Software Documentation, Securities, Financial Services

Education
University of Maine   1991 — 1993
BS, Business Administration

Bentley University   1989 — 1991

Babatola Yussuf Babatola Yussuf Merrimack, New Hampshire Details
Babatola Yussuf's Fidelity Investments Experience November 2009 - Present
Job Survivor Services Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2009 - Present
Bank of America  October 2008 - May 2009
Fidelity Investments   September 2003 - October 2008

Skills
Financial Analysis, Financial Modeling, Hedge Funds, Strategic Financial..., Capital Markets, Valuation, Risk Management, Finance, Series 7

Education
Bentley University   2006 — 2008
Master's degree, Taxation & Financial Planning

Suffolk University - Sawyer Business School   2003 — 2005
MBA, Accounting

Chuck MacEachern Chuck MacEachern Greater Boston Area Details
Chuck MacEachern's Fidelity Investments Experience April 2010 - Present
Job Branch Manager, VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2010 - Present

Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Financial Services, Retirement Planning, Relationship Management, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., FINRA, Retirement, Series 6, Investment Advisory, Risk Management, Asset Management, Equities, Uniform Combined State...

Education
Bentley University   1987 — 1991

David Pope, CFA David Pope, CFA Greater Boston Area Details
David Pope, CFA's Fidelity Investments Experience 1993 - 1997
Job Managing Director of Quantitative Research at S&P CapitalIQ
Industry Investment Management
Experience
S&P CapitalIQ   July 2009 - Present
Bentley University  January 2009 - 2013
Wellington Management  March 2001 - December 2008
Colonial Management  November 1997 - March 2001
Fidelity Investments   1993 - 1997

Skills
Equities, Derivatives, Fixed Income, Portfolio Management, Equity Research, Investment Management, Investment Strategies, Data Science, Big Data, Quantitative Finance, Finance, Asset Allocation, Strategy, Alternative Investments, Asset Management, Quantitative Analytics, Hedge Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   1993 — 1994
Master of Science (MS)

Bentley University   1986 — 1990
BS

David Dubreuil David Dubreuil Greater Boston Area Details
David Dubreuil's Fidelity Investments Experience April 2001 - May 2002
Job Senior Business Analysts at Voya Financial
Industry Financial Services
Experience
Voya Financial (ING, CitiStreet)   July 2005 - Present
CitiStreet  July 2004 - July 2005
State Street  May 2003 - July 2004
Emplanet   May 2002 - January 2003
Fidelity Investments   April 2001 - May 2002
Fleet Retirement Plan Services   July 1998 - April 2001
Putnam Investments  April 1997 - July 1998
Putnam Investments  April 1996 - April 1997

Skills
Business Analysis, Software Documentation

Education
Bentley University   1995 — 1998
Business

Bristol Community College   1991 — 1994
Business Administration

Brian Reagan, CFP® Brian Reagan, CFP® Greater Boston Area Details
Brian Reagan, CFP®'s Fidelity Investments Experience September 2004 - Present
Job Senior Portfolio Specialist, Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2004 - Present
HRBFA   March 2003 - August 2004
Fidelity Investments   July 2000 - December 2001
Fidelity Investments   September 1998 - July 2000
Fidelity Investments   March 1997 - September 1998
Fidelity Investments   February 1994 - March 1997

Education
Bentley University - McCallum Graduate School of Business   2003 — 2005
Master of Science, Financial Planning

Clark University - Graduate School of Management   1998 — 2002
Master of Business Administration

Bentley University   1989 — 1993
Bachelor of Science, Finance

Charlotte McPherson, PMP Charlotte McPherson, PMP Greater Boston Area Details
Charlotte McPherson, PMP's Fidelity Investments Experience October 2013 - Present
Job Vice President Product Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2013 - Present
Fidelity Investments   January 2010 - Present
Fidelity Investments   October 2007 - December 2009
Fidelity Investments   August 2006 - September 2007
Fidelity Investments   July 2003 - September 2006

Skills
PMP, Project Management, SDLC, PMO, Software Project..., Vendor Management, Business Analysis, Project Portfolio..., Requirements Analysis, Program Management, Project Delivery, Requirements Gathering, Agile Methodologies, Risk Management, Process Improvement, Agile Project Management, Visio, Financial Services, Business Process..., MS Project, Portfolio Management

Education
Bentley University   1992 — 1996
Bachelor, Major: Accounting / Minor: Business Law

David Reirden David Reirden Greater Boston Area Details
David Reirden's Fidelity Investments Experience 1996 - 2000
Job Vice President, Global Benefits at Thermo Fisher Scientific
Industry Human Resources
Experience
Thermo Fisher Scientific  January 2014 - Present
Cabot Corporation  2003 - 2008
Fidelity Investments   1996 - 2000

Skills
Process Improvement, Succession Planning, Benefits Administration, HRIS, Onboarding, Employee Relations, Performance Management, Applicant Tracking..., Employee Benefits, Deferred Compensation, Workers Compensation, Talent Acquisition, Recruiting, Organizational..., PeopleSoft, Human Resources, Mergers & Acquisitions, Payroll, Acquisition Integration, Talent Management, Personnel Management, Change Management, Executive Pay, Workforce Planning, Organizational Design

Education
Bentley University   1994 — 1996
MS, Finance

David L. Frothingham David L. Frothingham Greater Boston Area Details
David L. Frothingham's Fidelity Investments Experience 2006 - Present
Job Relationship Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2006 - Present
Fidelity Investments   2005 - 2006
Fidelity Investments   1997 - 2005

Skills
Equities, Strategic Financial..., Management, Options, Series 7, Wealth Management, Asset Allocation, Retirement Planning, Series 63, Investments, Retirement, Financial Services

Education
Bentley University   2007 — 2010
M.S., Financial Planning

Colby College   1989 — 1993
BA, Economics, German, minor in Business

Antonio Garcia-Meitin Jr Antonio Garcia-Meitin Jr Greater Boston Area Details
Antonio Garcia-Meitin Jr's Fidelity Investments Experience 2012 - 2013
Job Director Business Unit Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  2013 - Present
Fidelity Investments   2012 - 2013
Independent Consultant  2009 - 2012
BNY Mellon Asset Servicing  2006 - 2009
Mellon Institutional Asset Management   2000 - 2006
Mellon Institutional Asset Management   1998 - 2000
The Boston Company Asset Management  1996 - 1998
Massachusetts Industrial Finance Agency   1994 - 1996

Skills
Mergers, Strategic Planning, Divestitures, Joint Ventures, Due Diligence, Business Strategy, Analysis, Financial Modeling, Accounting, Budgeting, Forecasting, Business Planning, Valuation, Restructuring, Corporate Finance, Negotiation, Financial Management, Financial Analysis, Asset Management, Financial Planning, Strategy Development, DCF, Management Consulting, Business Valuation, Acquisition Integration, Corporate Development, Competitive Analysis, New Business Development, Business Transformation, Business Management, Project Finance, Strategic Consulting, Acquisition Screening, Comparable Analysis, Business Development

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1991 — 1993
MBA

Bentley University
BS Accountancy

Carolyn Tessier Carolyn Tessier Greater Boston Area Details
Carolyn Tessier's Fidelity Investments Experience Senior ProgrammerChubbLife America1991 - 1997
Job Sr Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   Senior ProgrammerChubbLife America1991 - 1997
Blue Cross Blue Shield of NH   August 1987 - February 1991

Education
Bentley University

Dan Brownell Dan Brownell Greater Boston Area Details
Dan Brownell's Fidelity Investments Experience March 1986 - Present
Job Experienced large business CIO; CEO of software and business services company
Industry Financial Services
Experience
Fidelity Investments   March 1986 - Present
Addison Wesley  June 1985 - March 1986
General Electric  May 1982 - June 1985

Skills
Project Portfolio..., Software Development, Investments, IT Management, Product Management, Change Management, Outsourcing, Business Strategy, Cross-functional Team..., Requirements Gathering

Education
Bentley University   1978 — 1982
BS, Computer Information Systems

Dan O'Regan Dan O'Regan New York, New York Details
Dan O'Regan's Fidelity Investments Experience May 2004 - December 2004
Job Institutional Equities Position Trader
Industry Investment Banking
Experience
BMO Capital Markets  May 2015 - Present
RBC Capital Markets  November 2005 - Present
Bentley University  2003 - 2006
IBM  May 2005 - September 2005
Fidelity Investments   May 2004 - December 2004
Merrill Lynch  November 2002 - October 2003
Morgan Stanley  May 2002 - October 2002

Skills
Telecommunications, Equities, Equity Trading, Series 7, Trading, Finance, Investments, Capital Markets, Financial Services, Bloomberg, Risk Management, Valuation, Financial Analysis

Education
Bentley University   2001 — 2006
BS, Corprorate Finance & Accounting

Deanna Flynn Deanna Flynn Greater Boston Area Details
Deanna Flynn's Fidelity Investments Experience January 2002 - Present
Job ️Director Data Services
Industry Financial Services
Experience
Fidelity Investments   January 2002 - Present
Akamai Financial Markets   1999 - 2001

Skills
SDLC, Requirements Analysis, SQL, Integration, Vendor Management, Data Warehousing

Education
Bentley University   1994 — 1998
Computer Information Systems, Computer Science

David Stenhouse David Stenhouse San Diego, California Details
David Stenhouse's Fidelity Investments Experience March 2013 - June 2013
Job Associate at Gurtin Fixed Income Management, LLC
Industry Financial Services
Experience
Gurtin Fixed Income Management, LLC  August 2013 - Present
Fidelity Investments   March 2013 - June 2013
Fidelity Investments   June 2010 - February 2013
F.L. Putnam Investment Management Company   June 2009 - June 2010
DiSanto, Priest & Co.   May 2008 - August 2008

Education
Bentley University   2006 — 2010
BS, Economics-Finance Major, Information Technology Minor

Denise DeFlumeri Denise DeFlumeri Greater Boston Area Details
Denise DeFlumeri's Fidelity Investments Experience 2012 - Present
Job Senior Manager, Global Asset Allocation Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2012 - Present
Fidelity Investments   2011 - 2012
Fidelity Investments   2004 - 2011
Citizens Bank  2003 - 2004
Banco Santander  2002 - 2003
Rasbank   2000 - 2002

Skills
Equities, Operations Management, Hedge Funds, Mutual Funds, Portfolio Management, Bloomberg, Investments

Education
Università degli Studi di Torino   1998 — 1999
MSc, Financial Management

Bentley University   1992 — 1996
BS, Management

Danielle McNally Danielle McNally Boston, Massachusetts Details
Danielle McNally's Fidelity Investments Experience 2006 - 2011
Job Vice President, Director of Compliance Risk Management, Commercial Banking & Central Functions at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  May 2015 - Present
RBS Citizens Financial Group  2012 - Present
Fidelity Investments   2006 - 2011
KPMG  2004 - 2006
Bank of America  2000 - 2004

Skills
Auditing, Financial Services, Risk Management, Internal Audit, Internal Controls, Business Process..., Risk Assessment, Governance, Regulatory Compliance, Operational Risk

Education
Bentley University   1996 — 2000
Bachelor of Science, Accounting

Daniel Mattioli Daniel Mattioli Greater Los Angeles Area Details
Daniel Mattioli's Fidelity Investments Experience June 2006 - April 2007
Job Account Executive, Assistant Vice President at Keenan HealthCare
Industry Insurance
Experience
Keenan and Associates  July 2014 - Present
Beecher Carlson  April 2007 - June 2014
Fidelity Investments   June 2006 - April 2007

Skills
Risk Management, Commercial Insurance, Insurance, Property & Casualty..., Liability, Management, Brokers, Workers Compensation, Underwriting, Account Management, Marketing

Education
Bentley University   2002 — 2006
BS, Corporate Finance and Accounting

Dave DeBiase Dave DeBiase United States Details
Dave DeBiase's Fidelity Investments Experience September 2006 - Present
Job Trader at Fidelity Investments
Industry
Experience
Fidelity Investments   September 2006 - Present
Standish Mellon Asset Management  1998 - 2006

Education
Boston College - Carroll School of Management   1998 — 2000
Master of Business Administration (MBA)

Bentley University   1990 — 1994
BS

Camay Pascucci Camay Pascucci Boston, Massachusetts Details
Camay Pascucci's Fidelity Investments Experience August 1997 - September 1998
Job Principal at AmplifyRIA, LLC
Industry Financial Services
Experience
AmplifyRIA, LLC   February 2014 - Present
Charles Schwab  September 1999 - September 2008
Scudder Investments  July 1998 - August 1999
Fidelity Investments   August 1997 - September 1998

Skills
Financial Analysis, Sales, Investments, Portfolio Management, Asset Management, Finance, Financial Services, Series 7, Strategic Planning, Mutual Funds, Microsoft Word, Banking, Hedge Funds, Retail, Marketing Strategy, Negotiation, Fixed Income, Microsoft Office, Equities, Microsoft Excel, Customer Service, Alternative Investments, Asset Managment, Sales Management, Securities, Problem Management, Advising People, Collaborative Problem...

Education
Bentley University   1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services

David Campbell, CPA David Campbell, CPA Greater New York City Area Details
David Campbell, CPA's Fidelity Investments Experience October 2000 - August 2002
Job Finance Manager HQ IT at GE Capital
Industry Financial Services
Experience
GE Capital  April 2014 - Present
Yale University  October 2012 - April 2014
Clean Harbors  December 2010 - October 2012
BT Conferencing  January 2004 - December 2010
BT Conferencing Inc  April 2003 - January 2004
Fidelity Investments   October 2000 - August 2002
PricewaterhouseCoopers LLP  January 1999 - October 2000

Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Accounting, Business Analysis, Finance, Financial Accounting, Financial Analysis, Financial Reporting, General Ledger, Internal Controls, Management, Process Improvement

Education
Bentley University   2007 — 2012
Master of Business Administration (MBA), Accounting

Bentley University   2004 — 2007
MSIT, Information Technology

Isenberg School of Management, UMass Amherst   1995 — 1999
Bachelor's, Accounting & Information Systems

Christopher Maltes Christopher Maltes Miami/Fort Lauderdale Area Details
Christopher Maltes's Fidelity Investments Experience September 2010 - September 2012
Job Marketing Analyst, Strategy and Planning at Visa
Industry Marketing and Advertising
Experience
Visa  November 2014 - Present
Visa  September 2012 - November 2014
Fidelity Investments   September 2010 - September 2012
Stax Inc.  May 2010 - September 2010
Merrill Lynch  September 2009 - December 2009
BPD Bank  June 2009 - August 2009
Banco Popular Dominicano, C. x A.   June 2007 - August 2007

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Strategic Planning, Marketing, Bloomberg, Marketing Analytics, Data Analysis, Audience Measurement, Performance Management, Key Performance..., Social Media, Social Media Marketing, Social Media Measurement, Data Analytics, Analytics, Finance, Investments, Management, Strategy, Microsoft Office

Education
Bentley University   2006 — 2010
Bachelor of Science, Economics-Finance and Global Perspectives

Carol Morgan School   1992 — 2006
Diploma, High School

Brian Snay Brian Snay Greater Boston Area Details
Brian Snay's Fidelity Investments Experience January 2008 - August 2008
Job Director, International Tax at EMD Millipore Corporation
Industry Biotechnology
Experience
EMD Millipore Corporation  October 2008 - Present
Fidelity Investments   January 2008 - August 2008
Sun Microsystems  September 2005 - January 2008
Storage Technology Corporation  April 1995 - September 2005
Hasbro  April 1993 - April 1995
Bose Corporation  March 1992 - April 1993
Bull HN Information Systems  July 1988 - March 1992

Skills
Mergers & Acquisitions, International Tax, Tax, Transfer Pricing, Corporate Tax, Income Tax, Strategy, Business Planning, Management, Integration, Foreign Tax Credit, Sarbanes-Oxley Act, Project Planning, SEC filings, Subpart F

Education
Bentley College
Masters of Science, Taxation (1994)

University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting (1988)

Che Yii Che Yii Greater Boston Area Details
Che Yii's Fidelity Investments Experience September 2007 - September 2008
Job Lead, Business Systems Projects at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  January 2012 - Present
The Boston Consulting Group  September 2008 - January 2012
Fidelity Investments   September 2007 - September 2008
Fidelity Investments   August 2005 - August 2007

Skills
Management, Data Analysis, Process Improvement, Requirements Gathering, SDLC, SQL, Visio, Business Requirements, Business Analysis, Analysis, Risk Management, Project Management, Business Intelligence, Microsoft Excel

Education
Bentley University   2008 — 2011
Master of Business Administration (MBA), Management of Technology and Operations, 3.4

Northeastern University   2001 — 2003
Certificate in Software Development, 3.86

Bentley College   1996 — 2000
Bachelor's degree, Economic/Finance

Ann Fahey Ann Fahey Hopedale, Massachusetts Details
Ann Fahey's Fidelity Investments Experience March 2007 - September 2012
Job Senior Tax Analyst at Hologic
Industry Accounting
Experience
Hologic  February 2013 - Present
FIDELITY INVESTMENTS   March 2007 - September 2012
CONVERSENT COMMUNICATIONS, LLC   January 2006 - January 2007
INCOME TAX CONTRACTING SERVICES   July 2005 - October 2005
PAVENTO, RATCLIFFE, RENZI, & CO   December 1998 - June 2000
ERNST & YOUNG LLP  December 1996 - December 1998
Data General Corporation  October 1994 - December 1996
Data General Corporation  December 1993 - October 1994
Data General Corporation  June 1988 - December 1993

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Turbo Tax, QuickBooks, RIA, CCH, Account Reconciliation, Accounting, Tax Returns, Sarbanes-Oxley Act, Sales Tax, Income Tax

Education
Bentley College   1992 — 1995
Master of Science (M.S.), Accountancy

College of the Holy Cross
Bachelor of Arts, English/Liberal Arts

Anthony Coletti Anthony Coletti Greater Boston Area Details
Anthony Coletti's Fidelity Investments Experience January 2006 - May 2010
Job Account Manager, Registered Investment Advisor Representative at Cammack Retirement Group
Industry Financial Services
Experience
Cammack Retirement Group  October 2010 - Present
FIDELITY INVESTMENTS   January 2006 - May 2010
MERCER HR SERVICES/PUTNAM INVESTMENTS   June 2000 - January 2006
MERCER HR SERVICES/PUTNAM INVESTMENTS   October 1999 - June 2000
MERCER HR SERVICES/PUTNAM INVESTMENTS   July 1997 - October 1999
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY  September 1994 - June 1997

Skills
Process Improvement, Management, Vendor Management, Leadership, Retirement, CRM, Financial Services, Relationship Management, Retirement Planning, Team Leadership, Analysis

Education
Bentley University   1990 — 1994
Bachelor of Science, Finance

Carolyn Redden Carolyn Redden Greater Denver Area Details
Carolyn Redden's Fidelity Investments Experience March 1994 - March 2011
Job Head of Plan Sponsor Contracting
Industry Financial Services
Experience
Great-West Financial  October 2014 - Present
JP Morgan  October 2013 - October 2014
BridgePoint Group, LLC  December 2011 - February 2012
Fidelity Investments   March 1994 - March 2011

Skills
Employee Benefits, Mutual Funds, Compliance, Healthcare Management, Strategic Planning &..., Team Leadership, Cross-functional Team..., Strategic Planning, Budgets, Risk Management, Team Building, Contract Negotiation, Outsourcing, Analysis, Healthcare, Financial Services, Investments, Finance

Education
Bentley University   2013 — 2013
Master of Science in Financial Planning

Regis College Graduate School of Health Professions, Weston, MA   2012 — 2012
Graduate Certificate in Health Administration, Health/Health Care Administration/Management, GPA 4.0/4.0

Seton Hall University - W. Paul Stillman School of Business   1992 — 1994
MBA, Summa Cum Laude, Concentrations in Finance and International Business

Seton Hall University, B.S.
BS, Summa Cum Laude, Business Education and Accounting

David Spidle David Spidle Greater Boston Area Details
David Spidle's Fidelity Investments Experience January 2001 - September 2011
Job Client Services Team Leader
Industry Internet
Experience
Mercer  January 2012 - Present
Fidelity Investments   January 2001 - September 2011

Skills
Pensions, 401k, Employee Benefits, Retirement, Defined Benefit, Pension Administration, Executive Pay, Financial Services

Education
Bentley University   2012 — 2015
Master of Business Administration (M.B.A.)

Bryant University   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Ben Herrmann Ben Herrmann Merrimack, New Hampshire Details
Ben Herrmann's Fidelity Investments Experience December 2014 - Present
Job Sr. Valuation Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present

Skills
Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Customer Service, Financial Modeling, Process Improvement, Business Analysis, Analysis, Leadership

Education
Bentley University   2000 — 2004
Bachelor's Degree, Finance, General

David McPeake David McPeake Amesbury, Massachusetts Details
David McPeake's Fidelity Investments Experience 2004 - Present
Job Senior Investment Strategist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2004 - Present
Fidelity Investments   November 1991 - Present

Skills
Customer Service, Project Management, Leadership, Public Speaking, PowerPoint, Social Media, Team Building

Education
Bentley University   2006 — 2009
Master's Degree, Financial Planning and Services

Boston University   1996 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General

Syracuse University   1986 — 1990
Bachelor's degree, Political Science and Government

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