Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Kim Wayne Kim Wayne's Fidelity Investments Experience 2003 - February 2011
Job National Director of Consultant Relationship Services at T.Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2011 - Present
Fidelity Investments 2003 - February 2011
CitiStreet August 2001 - August 2003
Skills
401k, Business Development, Consultative Selling, Defined Contribution, Management, Leadership, Plan Design, Sales Operations, Investments, Mutual Funds
Education
University of Massachusetts, Amherst
T. Rowe Price January 2011 - Present
Fidelity Investments 2003 - February 2011
CitiStreet August 2001 - August 2003
Skills
401k, Business Development, Consultative Selling, Defined Contribution, Management, Leadership, Plan Design, Sales Operations, Investments, Mutual Funds
Education
University of Massachusetts, Amherst
Benjamin Dunlop Benjamin Dunlop's Fidelity Investments Experience July 2005 - June 2008
Job Manufacturer Representative at D and K Marketing
Industry Wholesale
Experience
Cypress Industries October 2014 - April 2015
Cypress Industries September 2012 - September 2014
JMC Imports July 2008 - August 2012
Fidelity Investments July 2005 - June 2008
Investors Bank & Trust May 2004 - June 2005
Skills
Sales, Customer Service, Account Management, Training, Marketing, Mutual Funds, Public Relations, Product Development, Project Management, B2B, Sales Management, Inventory Management, Salesforce.com, Facebook, Blogging, Business Development, Management
Education
University of Massachusetts, Amherst 2001 — 2004
BBA, Finance, cum laude
Cypress Industries October 2014 - April 2015
Cypress Industries September 2012 - September 2014
JMC Imports July 2008 - August 2012
Fidelity Investments July 2005 - June 2008
Investors Bank & Trust May 2004 - June 2005
Skills
Sales, Customer Service, Account Management, Training, Marketing, Mutual Funds, Public Relations, Product Development, Project Management, B2B, Sales Management, Inventory Management, Salesforce.com, Facebook, Blogging, Business Development, Management
Education
University of Massachusetts, Amherst 2001 — 2004
BBA, Finance, cum laude
Brian O'Regan, AIF® Brian O'Regan, AIF®'s Fidelity Investments Experience April 1992 - November 2011
Job Senior VP, Growth & Development at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors November 2011 - Present
Fidelity Investments April 1992 - November 2011
American Express September 1990 - April 1992
Skills
Leadership, Business Development, Practice Management, Acquisitions, Risk Management, Strategic Planning, Financial Services, Management Consulting, Project Management, Team Building, Operations Management, Talent Acquisition, FINRA Series 7, 9, 10...
Education
University of Massachusetts, Amherst 1986 — 1990
BA, English
Mariner Wealth Advisors November 2011 - Present
Fidelity Investments April 1992 - November 2011
American Express September 1990 - April 1992
Skills
Leadership, Business Development, Practice Management, Acquisitions, Risk Management, Strategic Planning, Financial Services, Management Consulting, Project Management, Team Building, Operations Management, Talent Acquisition, FINRA Series 7, 9, 10...
Education
University of Massachusetts, Amherst 1986 — 1990
BA, English
John Rasku John Rasku's Fidelity Investments Experience May 1994 - January 2011
Job Consultant at Commonwealth of Massachusetts
Industry Education Management
Experience
Commonwealth of Massachusetts February 2015 - Present
Liaison International January 2013 - December 2014
T1D First February 2011 - October 2012
Fidelity Investments May 1994 - January 2011
Computervision 1993 - 1994
Digital Equipment Corporation 1984 - 1993
Skills
Software Development, Agile Methodologies, Agile Project Management, XML, Ruby on Rails, Vendor Management, Java, Ruby, Enterprise Architecture, Risk Management, Enterprise Software, SOA, Test Driven Development, MongoDB, Product Management, Architecture, SaaS, Web Development, Integration, Mobile Applications, Budgeting, Release Engineering, C++, CSS, HTML, Web Applications, People Management, Android, OOP, JavaScript, jQuery, XSLT, Management, Product Development, Pair Programming, Usability Design, Change Management, iPhone, OOAD, JSON, RSpec, Cucumber, NewRelic RPM, Capistrano, Gems, Web Services, Leadership, Distributed Team...
Education
Worcester Polytechnic Institute
Master of Science, Computer Science
University of Massachusetts, Amherst 1979 — 1983
Bachelor of Arts, Computational Linguistics
Commonwealth of Massachusetts February 2015 - Present
Liaison International January 2013 - December 2014
T1D First February 2011 - October 2012
Fidelity Investments May 1994 - January 2011
Computervision 1993 - 1994
Digital Equipment Corporation 1984 - 1993
Skills
Software Development, Agile Methodologies, Agile Project Management, XML, Ruby on Rails, Vendor Management, Java, Ruby, Enterprise Architecture, Risk Management, Enterprise Software, SOA, Test Driven Development, MongoDB, Product Management, Architecture, SaaS, Web Development, Integration, Mobile Applications, Budgeting, Release Engineering, C++, CSS, HTML, Web Applications, People Management, Android, OOP, JavaScript, jQuery, XSLT, Management, Product Development, Pair Programming, Usability Design, Change Management, iPhone, OOAD, JSON, RSpec, Cucumber, NewRelic RPM, Capistrano, Gems, Web Services, Leadership, Distributed Team...
Education
Worcester Polytechnic Institute
Master of Science, Computer Science
University of Massachusetts, Amherst 1979 — 1983
Bachelor of Arts, Computational Linguistics
Jeffrey Collette Jeffrey Collette's Fidelity Investments Experience January 2006 - June 2012
Job Comptroller at Whittier Regional Vocational Technical High School
Industry Financial Services
Experience
Whittier Regional Vocational Technical High School July 2013 - Present
Whittier Regional Vocational Technical High School November 2012 - Present
Fidelity Investments January 2006 - June 2012
Team Works October 2007 - April 2012
Teamworks January 2007 - April 2012
Fidelity Investments 2000 - 2012
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Skills
Financial Reporting, Financial Accounting, Facilities Management, Qualified Retirement..., Finance, Auditing, 401k, Employee Benefits, Customer Service, Strategic Planning, Project Management, Microsoft Excel, Access, Leadership, Microsoft Office, Process Improvement, Risk Management
Education
University of Massachusetts, Amherst 1997 — 2000
Sociology
University of Massachusetts
Bachelor of Science, Sociology
Whittier Regional Vocational Technical High School July 2013 - Present
Whittier Regional Vocational Technical High School November 2012 - Present
Fidelity Investments January 2006 - June 2012
Team Works October 2007 - April 2012
Teamworks January 2007 - April 2012
Fidelity Investments 2000 - 2012
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Skills
Financial Reporting, Financial Accounting, Facilities Management, Qualified Retirement..., Finance, Auditing, 401k, Employee Benefits, Customer Service, Strategic Planning, Project Management, Microsoft Excel, Access, Leadership, Microsoft Office, Process Improvement, Risk Management
Education
University of Massachusetts, Amherst 1997 — 2000
Sociology
University of Massachusetts
Bachelor of Science, Sociology
Brian Durkin's Fidelity Investments Experience July 1989 - June 1992
Job Chief Compliance Officer at Braver Wealth Management, LLC
Industry Financial Services
Experience
Braver Wealth Management, LLC March 2015 - Present
SS&C PORTIA November 2013 - February 2015
Congress Asset Management March 2007 - July 2013
Cadence Capital Management February 2001 - May 2006
Thomson Financial February 1999 - January 2001
InterLynx Technology May 1994 - November 1999
Putnam Investments July 1992 - April 1994
Fidelity Investments July 1989 - June 1992
Education
University of Massachusetts, Amherst 1986 — 1989
Bachelor of Arts (B.A.), Economics
Cohasset High School 1982 — 1985
Braver Wealth Management, LLC March 2015 - Present
SS&C PORTIA November 2013 - February 2015
Congress Asset Management March 2007 - July 2013
Cadence Capital Management February 2001 - May 2006
Thomson Financial February 1999 - January 2001
InterLynx Technology May 1994 - November 1999
Putnam Investments July 1992 - April 1994
Fidelity Investments July 1989 - June 1992
Education
University of Massachusetts, Amherst 1986 — 1989
Bachelor of Arts (B.A.), Economics
Cohasset High School 1982 — 1985
Benjamin Uhlarik Benjamin Uhlarik's Fidelity Investments Experience May 2013 - October 2014
Job Client Service Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC November 2014 - Present
Fidelity Investments May 2013 - October 2014
Boston Partners Financial Group, LLC May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Analytical Skills, Equities, Sales, Finance, Economics, PowerPoint, Critical Thinking, Research
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Resource Economics, 3.3
The Boston Company Asset Management, LLC November 2014 - Present
Fidelity Investments May 2013 - October 2014
Boston Partners Financial Group, LLC May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Analytical Skills, Equities, Sales, Finance, Economics, PowerPoint, Critical Thinking, Research
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Resource Economics, 3.3
Bert Saveriano Bert Saveriano's Fidelity Investments Experience June 1995 - July 2000
Job Account Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - January 2013
MFS Investment Management August 2003 - February 2008
Devonshire Custom Publishing (Fidelity Investments) July 2000 - October 2002
Fidelity Investments June 1995 - July 2000
Skills
Series 63, 401k, Mutual Funds, Project Management, Retirement, Relationship Management, Financial Services, Benefits Administration, ERISA, Employee Benefits, FINRA, Defined Contribution, CRM, Leadership, Investments
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - January 2013
MFS Investment Management August 2003 - February 2008
Devonshire Custom Publishing (Fidelity Investments) July 2000 - October 2002
Fidelity Investments June 1995 - July 2000
Skills
Series 63, 401k, Mutual Funds, Project Management, Retirement, Relationship Management, Financial Services, Benefits Administration, ERISA, Employee Benefits, FINRA, Defined Contribution, CRM, Leadership, Investments
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
William Stevens William Stevens's Fidelity Investments Experience October 1995 - July 2009
Job Director of Technical Services
Industry Construction
Experience
Structure Tone June 2011 - Present
Museum of Science November 2009 - May 2011
Fidelity Investments October 1995 - July 2009
Bose Corporation August 1988 - October 1995
Skills
Risk Management, Strategic Planning, Contract Negotiation, Change Management, Team Building, Strategy, Program Management, Construction Management, Management, Facilities Management, Organizational..., Relationship Management, Budgets, Construction, Value Engineering, Contract Management, Due Diligence, Project Management, Leadership, Vendor Management, Project Planning, Data Center, MS Project, Process Improvement, Operations Management, Process Scheduler, Proposal Writing, Procurement, Business Development, Microsoft Project
Education
University of Massachusetts Lowell 1984 — 1988
BS, Industrial Engineering / Computer Science
Structure Tone June 2011 - Present
Museum of Science November 2009 - May 2011
Fidelity Investments October 1995 - July 2009
Bose Corporation August 1988 - October 1995
Skills
Risk Management, Strategic Planning, Contract Negotiation, Change Management, Team Building, Strategy, Program Management, Construction Management, Management, Facilities Management, Organizational..., Relationship Management, Budgets, Construction, Value Engineering, Contract Management, Due Diligence, Project Management, Leadership, Vendor Management, Project Planning, Data Center, MS Project, Process Improvement, Operations Management, Process Scheduler, Proposal Writing, Procurement, Business Development, Microsoft Project
Education
University of Massachusetts Lowell 1984 — 1988
BS, Industrial Engineering / Computer Science
Alexandra Kuppens Alexandra Kuppens's Fidelity Investments Experience May 2014 - August 2014
Job Merchandise Planning and Allocation Intern at TJX Companies
Industry Marketing and Advertising
Experience
The TJX Companies, Inc. May 2015 - Present
Fidelity Investments May 2014 - August 2014
Fossil November 2010 - January 2014
Arts and Laughs Camp June 2009 - August 2011
Skills
Retail, Time Management, Retail Sales, Facebook, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Microsoft Office, Teamwork, Marketing, Customer Satisfaction
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Marketing
Franklin High School 2008 — 2012
The TJX Companies, Inc. May 2015 - Present
Fidelity Investments May 2014 - August 2014
Fossil November 2010 - January 2014
Arts and Laughs Camp June 2009 - August 2011
Skills
Retail, Time Management, Retail Sales, Facebook, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Microsoft Office, Teamwork, Marketing, Customer Satisfaction
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Marketing
Franklin High School 2008 — 2012
Bill Biciocchi's Fidelity Investments Experience 1986 - 1996
Job Director Unified Communications, Networks, and Call Centers
Industry Biotechnology
Experience
EMD Millipore, a Division of Merck KGaA, Darmstadt Germany November 2007 - Present
Thomson Financial 1997 - 2007
Cisco Systems April 2000 - May 2001
Fidelity Investments 1986 - 1996
Skills
Unfied Communications, Supplier Management, Contract Negotiations, Call Center Technologies, Telecommunications..., Supply Management, Product Management, Call Center, WebEx, Communication, Unified Communications, Contract Negotiation, Voice Mail, Vendor Management, Enterprise Software, Call Centers, Cisco Technologies, Disaster Recovery, Management, Networking, Telecommunications, Routing, VoIP
Education
University of Massachusetts, Amherst
BA, Political Science, Honors Program in Public Administration.
EMD Millipore, a Division of Merck KGaA, Darmstadt Germany November 2007 - Present
Thomson Financial 1997 - 2007
Cisco Systems April 2000 - May 2001
Fidelity Investments 1986 - 1996
Skills
Unfied Communications, Supplier Management, Contract Negotiations, Call Center Technologies, Telecommunications..., Supply Management, Product Management, Call Center, WebEx, Communication, Unified Communications, Contract Negotiation, Voice Mail, Vendor Management, Enterprise Software, Call Centers, Cisco Technologies, Disaster Recovery, Management, Networking, Telecommunications, Routing, VoIP
Education
University of Massachusetts, Amherst
BA, Political Science, Honors Program in Public Administration.
Jonathan Burk Jonathan Burk's Fidelity Investments Experience August 2012 - January 2013
Job Principal Software Engineer at Foliage
Industry Computer Software
Experience
Foliage February 2013 - Present
Fidelity Investments August 2012 - January 2013
Burk Technology May 1999 - August 2012
University of Massachusetts Amherst September 1997 - March 1999
Skills
Strategic Planning, Product Management, Software Engineering, C#, Java, HTML, Visual Studio, SQL, Agile Methodologies, .NET, LINQ, ASP.NET, ASP.NET MVC, WinForms, WPF, WCF, JavaScript, CSS, jQuery, OOP, Project Management, SEO, Windows, CRM, Integration, Software Design, Software Development, XML, SOA
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2010
MBA
University of Massachusetts, Amherst 1995 — 1999
BA, History
Foliage February 2013 - Present
Fidelity Investments August 2012 - January 2013
Burk Technology May 1999 - August 2012
University of Massachusetts Amherst September 1997 - March 1999
Skills
Strategic Planning, Product Management, Software Engineering, C#, Java, HTML, Visual Studio, SQL, Agile Methodologies, .NET, LINQ, ASP.NET, ASP.NET MVC, WinForms, WPF, WCF, JavaScript, CSS, jQuery, OOP, Project Management, SEO, Windows, CRM, Integration, Software Design, Software Development, XML, SOA
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2010
MBA
University of Massachusetts, Amherst 1995 — 1999
BA, History
Anthony Speranza Anthony Speranza's Fidelity Investments Experience July 2013 - January 2015
Job RFP Specialist at Harbor Funds Distributors
Industry Financial Services
Experience
Harbor Funds Distributors April 2015 - Present
Fidelity Investments July 2013 - January 2015
Tisei for Congress May 2012 - September 2012
Skills
Microsoft Office, iWork, Social Networking, Research, Community Outreach, Blogging, Critical Thinking
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Harbor Funds Distributors April 2015 - Present
Fidelity Investments July 2013 - January 2015
Tisei for Congress May 2012 - September 2012
Skills
Microsoft Office, iWork, Social Networking, Research, Community Outreach, Blogging, Critical Thinking
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Bryan K. Denk Bryan K. Denk's Fidelity Investments Experience November 1977 - December 2001
Job Data Analyst at Wells Fargo Home Mortgage
Industry Education Management
Experience
Wells Fargo Home Mortgage September 2013 - Present
Palm Springs Unified School District April 2002 - August 2013
Fidelity Investments November 1977 - December 2001
Fidelity Investments May 1996 - October 1997
Bronner Slosberg Humphrey, Inc. (now "Digitas, Inc.") September 1993 - April 1996
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Science
Wells Fargo Home Mortgage September 2013 - Present
Palm Springs Unified School District April 2002 - August 2013
Fidelity Investments November 1977 - December 2001
Fidelity Investments May 1996 - October 1997
Bronner Slosberg Humphrey, Inc. (now "Digitas, Inc.") September 1993 - April 1996
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Science
Ashley Brennan Ashley Brennan's Fidelity Investments Experience June 2010 - December 2011
Job Benefit Administrator at Crosby Benefit Systems
Industry Human Resources
Experience
Crosby Benefit Systems June 2012 - September 2013
Aetna Corp January 2012 - May 2012
Fidelity Investments June 2010 - December 2011
Ludvig Enterprises January 2009 - August 2010
Marriott International November 2007 - November 2009
PetSmart May 2003 - September 2005
Skills
FSA, Customer Service, Benefits Administration, Health Insurance, Accounts Receivable, Life Insurance, Term Life Insurance, Data Analysis, COBRA, Defined Benefit, Invoice Processing, Employee Benefits, Consulting, Business Process..., General Ledger, Client Billing, Office Administration, Hospitality, Efficiency, Cross-training, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, POS, Open Table, Hotels, Restaurants, Analysis, Human Resources, Leadership, Training, Performance Management, Payroll, Insurance, Employee Relations, Sales, ADP Payroll, Financial Reporting, PeopleSoft, Finance, Outlook, Onboarding, Financial Services, Call Centers, Salesforce.com, CRM, Recruiting, Management
Education
University of Massachusetts, Amherst
Psychology, Philosophy
Crosby Benefit Systems June 2012 - September 2013
Aetna Corp January 2012 - May 2012
Fidelity Investments June 2010 - December 2011
Ludvig Enterprises January 2009 - August 2010
Marriott International November 2007 - November 2009
PetSmart May 2003 - September 2005
Skills
FSA, Customer Service, Benefits Administration, Health Insurance, Accounts Receivable, Life Insurance, Term Life Insurance, Data Analysis, COBRA, Defined Benefit, Invoice Processing, Employee Benefits, Consulting, Business Process..., General Ledger, Client Billing, Office Administration, Hospitality, Efficiency, Cross-training, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, POS, Open Table, Hotels, Restaurants, Analysis, Human Resources, Leadership, Training, Performance Management, Payroll, Insurance, Employee Relations, Sales, ADP Payroll, Financial Reporting, PeopleSoft, Finance, Outlook, Onboarding, Financial Services, Call Centers, Salesforce.com, CRM, Recruiting, Management
Education
University of Massachusetts, Amherst
Psychology, Philosophy
Ben Arnott Ben Arnott's Fidelity Investments Experience September 1999 - May 2004
Job Sole Proprietor at Arnott Carpentry and Woodworking
Industry Arts and Crafts
Experience
Arnott Carpentry and Woodworking October 2010 - Present
Ridgeview Construction February 2006 - October 2010
Fidelity Investments September 1999 - May 2004
Fidelity Investments September 1999 - December 2003
Fresenius Medical Care North America September 1998 - September 1999
Skills
Retirement, Construction, Small Business, Investments, Business Planning, Employee Benefits, Management, Budgets, Analysis, Marketing, Social Media, Retirement Planning
Education
University of Massachusetts, Amherst 1991 — 1995
BA, Psychology
Arnott Carpentry and Woodworking October 2010 - Present
Ridgeview Construction February 2006 - October 2010
Fidelity Investments September 1999 - May 2004
Fidelity Investments September 1999 - December 2003
Fresenius Medical Care North America September 1998 - September 1999
Skills
Retirement, Construction, Small Business, Investments, Business Planning, Employee Benefits, Management, Budgets, Analysis, Marketing, Social Media, Retirement Planning
Education
University of Massachusetts, Amherst 1991 — 1995
BA, Psychology
Deborah M. Cooper's Fidelity Investments Experience 1999 - 2006
Job Bridging the Gap between Business Strategy and Enterprise Data Science
Industry Information Services
Experience
deborahmcooper.com 2009 - Present
Putnam Investments 2010 - 2012
IMCNE 2009 - 2010
Liberty Mutual 2006 - 2010
MS Cure Fund 2007 - 2008
Boston Women in Finance 2006 - 2008
Fidelity Investments 1999 - 2006
Interim & contracting assignments 1997 - 1999
The Jackson Laboratory 1993 - 1996
Skills
Analytics, Marketing Strategy, Market Analysis, Customer Intelligence, Customer Data..., Business Intelligence, Data Mining, Statistics, Segmentation, Competitive Intelligence, SAS, SQL, Conceptual Modeling, Contract Negotiation, Financial Analysis, Customer Profitability, Research, Innovation, Process Optimization, Direct Marketing, Campaign Management, Predictive Analytics, Leadership, Customer Analysis, Distributed Team..., 3D visualization, Applied Analytics, Business Development, Market Research, Analysis, Go-to-market Strategy, Distribution Management, Customer Analytics, Business Process..., Management Consulting, E-commerce, Mergers & Acquisitions, Forecasting, Business Analytics, Management, Consulting, Risk Management, Product Development, Financial Services, Strategy, CRM, Entrepreneurship
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1999 — 2003
Master's Degree, Finance
University of Massachusetts, Amherst 1988 — 1993
BS, Biochemistry & Molecular Biology
MIT Enterprise Forum of Cambridge
Start Smart Program
Innovation Associates
Entrepreneurial Thought and Action
deborahmcooper.com 2009 - Present
Putnam Investments 2010 - 2012
IMCNE 2009 - 2010
Liberty Mutual 2006 - 2010
MS Cure Fund 2007 - 2008
Boston Women in Finance 2006 - 2008
Fidelity Investments 1999 - 2006
Interim & contracting assignments 1997 - 1999
The Jackson Laboratory 1993 - 1996
Skills
Analytics, Marketing Strategy, Market Analysis, Customer Intelligence, Customer Data..., Business Intelligence, Data Mining, Statistics, Segmentation, Competitive Intelligence, SAS, SQL, Conceptual Modeling, Contract Negotiation, Financial Analysis, Customer Profitability, Research, Innovation, Process Optimization, Direct Marketing, Campaign Management, Predictive Analytics, Leadership, Customer Analysis, Distributed Team..., 3D visualization, Applied Analytics, Business Development, Market Research, Analysis, Go-to-market Strategy, Distribution Management, Customer Analytics, Business Process..., Management Consulting, E-commerce, Mergers & Acquisitions, Forecasting, Business Analytics, Management, Consulting, Risk Management, Product Development, Financial Services, Strategy, CRM, Entrepreneurship
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1999 — 2003
Master's Degree, Finance
University of Massachusetts, Amherst 1988 — 1993
BS, Biochemistry & Molecular Biology
MIT Enterprise Forum of Cambridge
Start Smart Program
Innovation Associates
Entrepreneurial Thought and Action
Alex Koshy's Fidelity Investments Experience June 2012 - September 2013
Job iOS Developer/Designer at NativeInk
Industry Computer Software
Experience
NativeInk February 2015 - Present
E-House April 2015 - Present
Unight, LLC February 2014 - October 2014
Fiksu June 2014 - September 2014
Fidelity Investments June 2012 - September 2013
Skills
iOS development, Objective-C, User Interface Design, Java, User Experience, Swift, Xcode, Graphic Design, Mobile Applications, Product Development, Team Leadership, Programming, Web Development, Web Design, Photoshop, Illustrator, HTML, CSS, JavaScript, AngularJS, jQuery, Node.js, Magento, Eclipse, Microsoft Excel, Agile Methodologies, Quality Assurance, iOS Development
Education
University of Massachusetts, Amherst 2012 — 2014
Louisiana State University (LSU) 2011 — 2012
Bachelor of Science, Computer Science; Software Engineering
NativeInk February 2015 - Present
E-House April 2015 - Present
Unight, LLC February 2014 - October 2014
Fiksu June 2014 - September 2014
Fidelity Investments June 2012 - September 2013
Skills
iOS development, Objective-C, User Interface Design, Java, User Experience, Swift, Xcode, Graphic Design, Mobile Applications, Product Development, Team Leadership, Programming, Web Development, Web Design, Photoshop, Illustrator, HTML, CSS, JavaScript, AngularJS, jQuery, Node.js, Magento, Eclipse, Microsoft Excel, Agile Methodologies, Quality Assurance, iOS Development
Education
University of Massachusetts, Amherst 2012 — 2014
Louisiana State University (LSU) 2011 — 2012
Bachelor of Science, Computer Science; Software Engineering
Eric Weinstein Eric Weinstein's Fidelity Investments Experience August 2015 - Present
Job Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Baystate Financial June 2013 - July 2015
Hometown Paint and Hardware March 2007 - July 2013
Baystate Financial May 2012 - August 2012
Universita' degli Studi di Torino February 2012 - May 2012
Longfellow Sports Club October 2007 - September 2011
University of Massachusetts Amherst September 2010 - May 2011
Skills
Financial Analysis, Leadership, eMoney, Analysis, Finance, Data Analysis, Naviplan, Creative Problem Solving, Organization, Relationship Management, Driving Results, Teamwork, Financial Planning, Microsoft Excel, PowerPoint, Microsoft Word, Research, Strategy, Investments, Strategic Planning
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration, Finance
Universita degli studi di Torino
Natick High School
Fidelity Investments August 2015 - Present
Baystate Financial June 2013 - July 2015
Hometown Paint and Hardware March 2007 - July 2013
Baystate Financial May 2012 - August 2012
Universita' degli Studi di Torino February 2012 - May 2012
Longfellow Sports Club October 2007 - September 2011
University of Massachusetts Amherst September 2010 - May 2011
Skills
Financial Analysis, Leadership, eMoney, Analysis, Finance, Data Analysis, Naviplan, Creative Problem Solving, Organization, Relationship Management, Driving Results, Teamwork, Financial Planning, Microsoft Excel, PowerPoint, Microsoft Word, Research, Strategy, Investments, Strategic Planning
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration, Finance
Universita degli studi di Torino
Natick High School
Syble Satori Bailey Syble Satori Bailey's Fidelity Investments Experience February 2007 - May 2008
Job Director, Financial Capability at The Center for Economic Progress
Industry Nonprofit Organization Management
Experience
Center for Economic Progress September 2014 - Present
Crittenton Women's Union August 2013 - August 2014
Crittenton Women's Union April 2012 - August 2014
Cambridge Community Foundation October 2008 - April 2012
Fidelity Investments February 2007 - May 2008
Skills
Volunteer Management, Training, Customer Service, Event Management, Financial Education, Social Services, Philanthropy, Program Management, Community Development, Grants, Public Policy, Management, Policy, Coaching, Microsoft Word, Program Evaluation, Leadership
Education
The University of Chicago 2015 — 2018
Master's of Arts/Social Work, Social Service Administration
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Resource Economics
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Japanese Language and Literature
Boston University Academy 1998 — 2002
High School Diploma
Center for Economic Progress September 2014 - Present
Crittenton Women's Union August 2013 - August 2014
Crittenton Women's Union April 2012 - August 2014
Cambridge Community Foundation October 2008 - April 2012
Fidelity Investments February 2007 - May 2008
Skills
Volunteer Management, Training, Customer Service, Event Management, Financial Education, Social Services, Philanthropy, Program Management, Community Development, Grants, Public Policy, Management, Policy, Coaching, Microsoft Word, Program Evaluation, Leadership
Education
The University of Chicago 2015 — 2018
Master's of Arts/Social Work, Social Service Administration
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Resource Economics
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Japanese Language and Literature
Boston University Academy 1998 — 2002
High School Diploma
Ashley Campo Ashley Campo's Fidelity Investments Experience June 2012 - August 2012
Job Software Engineer
Industry Computer Software
Experience
ThoughtWorks June 2014 - Present
People's Market February 2011 - May 2014
Facebook June 2013 - September 2013
Fidelity Investments June 2012 - August 2012
Google Fuse June 2011 - June 2011
Skills
Java, C++, HTML, Interpersonal Skill, JavaScript, HTML 5, Data Structures, Software Design Patterns, Git, CSS, CSS3, SQL, Web Development, Object Oriented Design, Communication, Spring MVC, BDD, HTML5, Test Driven Development, Agile Methodologies, Linux, Python, Software Development, Programming
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Computer Science, 3.2 GPA
University of Sussex 2013 — 2013
Study Abroad, Computer Science
ThoughtWorks June 2014 - Present
People's Market February 2011 - May 2014
Facebook June 2013 - September 2013
Fidelity Investments June 2012 - August 2012
Google Fuse June 2011 - June 2011
Skills
Java, C++, HTML, Interpersonal Skill, JavaScript, HTML 5, Data Structures, Software Design Patterns, Git, CSS, CSS3, SQL, Web Development, Object Oriented Design, Communication, Spring MVC, BDD, HTML5, Test Driven Development, Agile Methodologies, Linux, Python, Software Development, Programming
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Computer Science, 3.2 GPA
University of Sussex 2013 — 2013
Study Abroad, Computer Science
Bernard Tong, CFP® Bernard Tong, CFP®'s Fidelity Investments Experience 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Fidelity Investments 2014 - Present
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Paul Lugger's Fidelity Investments Experience 1998 - 2000
Job Project Manager at Vigilent
Industry Renewables & Environment
Experience
Vigilent June 2013 - 2015
EnerNOC 2007 - 2011
MASSolutions Inc 2006 - 2007
National A-1 Advertising 2001 - 2005
Fidelity Investments 1998 - 2000
Skills
Energy Management, Start-ups, Computer Maintenance, Computer Security, Energy, Smart Grid, Energy Efficiency, Project Management, Operations Management, Business Planning, Networking, Business Development, Cleantech, Engineering, Strategy, Venture Capital, Cross-functional Team...
Education
University of Massachusetts, Amherst 1993 — 1997
BBA, Operations Management with a minor in Economics
Haddonfield Memorial Highschool
Vigilent June 2013 - 2015
EnerNOC 2007 - 2011
MASSolutions Inc 2006 - 2007
National A-1 Advertising 2001 - 2005
Fidelity Investments 1998 - 2000
Skills
Energy Management, Start-ups, Computer Maintenance, Computer Security, Energy, Smart Grid, Energy Efficiency, Project Management, Operations Management, Business Planning, Networking, Business Development, Cleantech, Engineering, Strategy, Venture Capital, Cross-functional Team...
Education
University of Massachusetts, Amherst 1993 — 1997
BBA, Operations Management with a minor in Economics
Haddonfield Memorial Highschool
Bill Bond's Fidelity Investments Experience February 2004 - November 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2011 - Present
Deutsche Asset Management November 2010 - February 2011
Fidelity Investments February 2004 - November 2010
Van Kampen Investments 1999 - 2004
Scudder Investments April 1998 - August 1999
Scudder Investments April 1997 - April 1998
Fidelity Investments November 1994 - April 1997
Skills
Asset Management, Investment Advisory, Retirement, Model Portfolios, Alternative Investments, Hedge Funds, Mutual Funds, Defined Contribution, 401k, Separately Managed..., Closed-end Funds, Series 7, Series 63
Education
Medfield High School
University of Massachusetts, Amherst
B.A.
BlackRock March 2011 - Present
Deutsche Asset Management November 2010 - February 2011
Fidelity Investments February 2004 - November 2010
Van Kampen Investments 1999 - 2004
Scudder Investments April 1998 - August 1999
Scudder Investments April 1997 - April 1998
Fidelity Investments November 1994 - April 1997
Skills
Asset Management, Investment Advisory, Retirement, Model Portfolios, Alternative Investments, Hedge Funds, Mutual Funds, Defined Contribution, 401k, Separately Managed..., Closed-end Funds, Series 7, Series 63
Education
Medfield High School
University of Massachusetts, Amherst
B.A.
Jose Eduardo Cruz Jose Eduardo Cruz's Fidelity Investments Experience January 2006 - October 2009
Job Financial Advisor at John Hancock Financial Network South Florida Group
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
JEC Holding Co February 2010 - Present
Fidelity Investments January 2006 - October 2009
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelors, Economics and Marketing
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
JEC Holding Co February 2010 - Present
Fidelity Investments January 2006 - October 2009
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelors, Economics and Marketing
Allan Cain Allan Cain's Fidelity Investments Experience 2008 - Present
Job Senior Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity 2009 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 1995 - 2008
Brown Brothers Harriman 1994 - 1995
Unisys 1989 - 1992
The Shareholders Services Group 1989 - 1991
Putnam Investments 1985 - 1988
Bradford Trust 1979 - 1981
Skills
Easytrieve, VSAM, Fileaid, MVS, IBM Utilities, CICS, IBM Mainframe, TSO, OS/390, JCL, ISPF, Vendor Management, Mainframe, COBOL, z/OS, Websphere, Systems Analysis, SDLC, Requirements Analysis, Endeavor, SPUFI, Requirements Gathering, DB2, Production Support, Visio, Business Requirements, Data Modeling, Quality Center, User Acceptance Testing, Sybase, Release Management
Education
University of Massachusetts, Amherst 1969 — 1974
BA, Psychology
Braintree High School 1965 — 1969
College Prep
Fidelity 2009 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 1995 - 2008
Brown Brothers Harriman 1994 - 1995
Unisys 1989 - 1992
The Shareholders Services Group 1989 - 1991
Putnam Investments 1985 - 1988
Bradford Trust 1979 - 1981
Skills
Easytrieve, VSAM, Fileaid, MVS, IBM Utilities, CICS, IBM Mainframe, TSO, OS/390, JCL, ISPF, Vendor Management, Mainframe, COBOL, z/OS, Websphere, Systems Analysis, SDLC, Requirements Analysis, Endeavor, SPUFI, Requirements Gathering, DB2, Production Support, Visio, Business Requirements, Data Modeling, Quality Center, User Acceptance Testing, Sybase, Release Management
Education
University of Massachusetts, Amherst 1969 — 1974
BA, Psychology
Braintree High School 1965 — 1969
College Prep
Andy Heiniluoma Andy Heiniluoma's Fidelity Investments Experience 2004 - 2006
Job
Industry Investment Management
Experience
Salience, LLC 2014 - Present
Pharmatest Services Ltd 2012 - Present
New York Life Securities, LLC 2011 - 2012
Aalto University School of Science and Technology 2008 - 2010
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2004 - 2006
Citizens Bank 2002 - 2004
Guardian Investor Services, LLC 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Investments, Business Development, Cognitive Neuroscience, International Trade, Entrepreneurship, Sales, Start-ups, Strategic Financial..., Strategy, Finance, Venture Capital, Marketing Strategy, Strategic Partnerships, Analysis, New Business Development, Management, Connected Health, Financial Planning, Market Research, Asset Management, Portfolio Management, Equity Research, Derivatives, ETFs, Valuation, Economics, International Business, Mutual Funds
Education
Aalto University, Finland 2007 — 2011
M.Sc. Studies
University of Massachusetts, Amherst 1992 — 2001
B.A.
Turku Law School, Finland 1997 — 1999
Certificate
Salience, LLC 2014 - Present
Pharmatest Services Ltd 2012 - Present
New York Life Securities, LLC 2011 - 2012
Aalto University School of Science and Technology 2008 - 2010
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2004 - 2006
Citizens Bank 2002 - 2004
Guardian Investor Services, LLC 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Investments, Business Development, Cognitive Neuroscience, International Trade, Entrepreneurship, Sales, Start-ups, Strategic Financial..., Strategy, Finance, Venture Capital, Marketing Strategy, Strategic Partnerships, Analysis, New Business Development, Management, Connected Health, Financial Planning, Market Research, Asset Management, Portfolio Management, Equity Research, Derivatives, ETFs, Valuation, Economics, International Business, Mutual Funds
Education
Aalto University, Finland 2007 — 2011
M.Sc. Studies
University of Massachusetts, Amherst 1992 — 2001
B.A.
Turku Law School, Finland 1997 — 1999
Certificate
Marc A. Rudkowski's Fidelity Investments Experience May 2015 - August 2015
Job Full Stack Designer
Industry Computer Software
Experience
University of Massachusetts Amherst December 2013 - September 2015
Fidelity Investments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
3d Immersive Collaboration Consultants March 2012 - May 2013
Skills
JavaScript, CSS, Web Development, Web Applications, HTML 5, C#, Ruby on Rails, Web Design, Sketch, Ember.js, Drupal, PHP, Graphic Design, jQuery, 3D graphics, OpenGL, Git, Game Development, .NET, JSON, HTML5
Education
University of Massachusetts, Amherst 2011 — 2015
BA, Economics, Senior
University of Massachusetts Amherst December 2013 - September 2015
Fidelity Investments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
3d Immersive Collaboration Consultants March 2012 - May 2013
Skills
JavaScript, CSS, Web Development, Web Applications, HTML 5, C#, Ruby on Rails, Web Design, Sketch, Ember.js, Drupal, PHP, Graphic Design, jQuery, 3D graphics, OpenGL, Git, Game Development, .NET, JSON, HTML5
Education
University of Massachusetts, Amherst 2011 — 2015
BA, Economics, Senior
Bob Bowse Bob Bowse's Fidelity Investments Experience October 2003 - May 2004
Job Senior Lecturer, Isenberg School of Management at University of Massachusetts Amherst
Industry Higher Education
Experience
University of Massachusetts Amherst September 2014 - Present
University of Massachusetts Amherst September 2008 - August 2014
University of Massachusetts Amherst September 2004 - May 2008
Fidelity Investments October 2003 - May 2004
Mercer Consulting 1999 - 2002
Watson Wyatt Worldwide December 1997 - May 1999
Towers Perrin March 1995 - November 1997
Skills
Human Resources, Student Affairs, Student Development, Adult Education, Academic Advising, Program Development, College Teaching, Training, Resume Writing, Distance Learning
Education
University of Massachusetts, Amherst
MFA, Creative Writing
Yale University
BA, Psychology
University of Massachusetts Amherst September 2014 - Present
University of Massachusetts Amherst September 2008 - August 2014
University of Massachusetts Amherst September 2004 - May 2008
Fidelity Investments October 2003 - May 2004
Mercer Consulting 1999 - 2002
Watson Wyatt Worldwide December 1997 - May 1999
Towers Perrin March 1995 - November 1997
Skills
Human Resources, Student Affairs, Student Development, Adult Education, Academic Advising, Program Development, College Teaching, Training, Resume Writing, Distance Learning
Education
University of Massachusetts, Amherst
MFA, Creative Writing
Yale University
BA, Psychology
Marie Keyes's Fidelity Investments Experience April 2007 - August 2009
Job Vice President, Communications Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Voya Financial August 2014 - January 2015
Voya Financial May 2010 - August 2014
Fidelity Investments April 2007 - August 2009
Fidelity Investments June 2006 - April 2007
Fidelity Investments May 2005 - June 2006
Skills
Project Management, Marketing Communications, Public Relations, Program Management, Strategic Communications, Social Media, Corporate Communications, Direct Marketing, Email Marketing, Financial Services, Newsletters, Strategy, Marketing Strategy, Management, Internal Communications, Marketing, Strategic Planning, Publishing, Editing, Integrated Marketing, Team Building, Graphic Design, Project Planning, Copywriting, Media Relations
Education
University of Massachusetts, Amherst
BA, English
Merrill Lynch January 2015 - Present
Voya Financial August 2014 - January 2015
Voya Financial May 2010 - August 2014
Fidelity Investments April 2007 - August 2009
Fidelity Investments June 2006 - April 2007
Fidelity Investments May 2005 - June 2006
Skills
Project Management, Marketing Communications, Public Relations, Program Management, Strategic Communications, Social Media, Corporate Communications, Direct Marketing, Email Marketing, Financial Services, Newsletters, Strategy, Marketing Strategy, Management, Internal Communications, Marketing, Strategic Planning, Publishing, Editing, Integrated Marketing, Team Building, Graphic Design, Project Planning, Copywriting, Media Relations
Education
University of Massachusetts, Amherst
BA, English
Jenny Chang's Fidelity Investments Experience September 2007 - May 2008
Job Senior Manager of User Experience at EnerNOC
Industry Computer Software
Experience
EnerNOC September 2014 - Present
EnerNOC April 2012 - September 2014
Rocket Farm Studios July 2009 - May 2012
CityVoter, Inc. May 2008 - June 2009
Fidelity Investments September 2007 - May 2008
Iron Mountain Digital March 2006 - September 2007
Netspoke, Inc. March 2005 - March 2006
Arcstream Solutions July 2002 - November 2004
Miller Systems October 2000 - October 2001
Iconomy October 1999 - October 2000
Skills
User Experience, Product Design, Product Strategy, Product Management, Mobile, Information Architecture, User Interface Design, Interaction Design, Product Development, Mobile Application..., Web Application Design, Enterprise Software, B2B, B2C, Mobile Devices, Strategy, Mobile Applications, Usability Testing, User Experience Design, E-commerce, Usability, Web Design, Visual Design, Start-ups, User-centered Design, Wireframes, Usability Engineering
Education
University of Massachusetts, Amherst
Bachelor's of Science, Landscape Architecture
EnerNOC September 2014 - Present
EnerNOC April 2012 - September 2014
Rocket Farm Studios July 2009 - May 2012
CityVoter, Inc. May 2008 - June 2009
Fidelity Investments September 2007 - May 2008
Iron Mountain Digital March 2006 - September 2007
Netspoke, Inc. March 2005 - March 2006
Arcstream Solutions July 2002 - November 2004
Miller Systems October 2000 - October 2001
Iconomy October 1999 - October 2000
Skills
User Experience, Product Design, Product Strategy, Product Management, Mobile, Information Architecture, User Interface Design, Interaction Design, Product Development, Mobile Application..., Web Application Design, Enterprise Software, B2B, B2C, Mobile Devices, Strategy, Mobile Applications, Usability Testing, User Experience Design, E-commerce, Usability, Web Design, Visual Design, Start-ups, User-centered Design, Wireframes, Usability Engineering
Education
University of Massachusetts, Amherst
Bachelor's of Science, Landscape Architecture
Robin Lawler Robin Lawler's Fidelity Investments Experience 2006 - 2009
Job Senior Consultant | Project Leadership | Strategic Solutions
Industry Financial Services
Experience
Capital One 2013 - 2013
Bank of America 2012 - 2012
Fidelity Investments 2006 - 2009
All Seasons Events January 2001 - 2006
First Union National Bank 1998 - 2001
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Capital One 2013 - 2013
Bank of America 2012 - 2012
Fidelity Investments 2006 - 2009
All Seasons Events January 2001 - 2006
First Union National Bank 1998 - 2001
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Brian Rattigan's Fidelity Investments Experience May 2013 - January 2015
Job Manager, Digital Technology at Biogen
Industry Internet
Experience
Biogen April 2015 - Present
UX Consultant January 2006 - Present
Fidelity Investments May 2013 - January 2015
Putnam Investments October 2010 - September 2012
SapientNitro February 2008 - October 2010
Consultant January 2006 - January 2008
AT&T Broadband January 2001 - June 2002
Rhythms NetConnections January 2000 - December 2000
Skills
Mobile Development, Rapid Prototyping, Project Estimation, Requirements Analysis, Web Project Management, HTML5, CSS, JavaScript, jQuery, Usability, Interaction Design, User Experience Design, Content Strategy, Mobile Architecture, Content Management, User Experience, Mobile Applications, HTML 5, User Interface
Education
University of Massachusetts, Amherst
BA, English
Biogen April 2015 - Present
UX Consultant January 2006 - Present
Fidelity Investments May 2013 - January 2015
Putnam Investments October 2010 - September 2012
SapientNitro February 2008 - October 2010
Consultant January 2006 - January 2008
AT&T Broadband January 2001 - June 2002
Rhythms NetConnections January 2000 - December 2000
Skills
Mobile Development, Rapid Prototyping, Project Estimation, Requirements Analysis, Web Project Management, HTML5, CSS, JavaScript, jQuery, Usability, Interaction Design, User Experience Design, Content Strategy, Mobile Architecture, Content Management, User Experience, Mobile Applications, HTML 5, User Interface
Education
University of Massachusetts, Amherst
BA, English
Lori Zetlin (Rosmarin) Lori Zetlin (Rosmarin)'s Fidelity Investments Experience 1999 - 1999
Job Managing Partner | Executive Visibility | Corporate Speaking Programs
Industry Public Relations and Communications
Experience
S3 - Strategic Speaker Services 2000 - Present
Brodeur Worldwide January 1999 - December 2001
Fidelity Investments 1999 - 1999
Liberty Mutual Insurance 1995 - 1999
MIT Endicott House 1992 - 1995
Skills
Executive Communications, Corporate Branding, Corporate Speaking..., Conferences, Executive Visibility, Strategic Counsel, Public Speaking, Corporate Communications, Events, Communication Training, Program Management, Marketing Communications, Strategic Communications, Press Releases, Event Management, Sales, Public Relations, Integrated Marketing, Strategy, Marketing Management, Marketing, Thought Leadership, Event Planning, Management, Messaging, Sponsorship, Reputation Management, Lead Generation, Social Media, Leadership, Marketing Strategy, Speaker Support, Speakers Bureau
Education
University of Massachusetts-Amherst
BS
S3 - Strategic Speaker Services 2000 - Present
Brodeur Worldwide January 1999 - December 2001
Fidelity Investments 1999 - 1999
Liberty Mutual Insurance 1995 - 1999
MIT Endicott House 1992 - 1995
Skills
Executive Communications, Corporate Branding, Corporate Speaking..., Conferences, Executive Visibility, Strategic Counsel, Public Speaking, Corporate Communications, Events, Communication Training, Program Management, Marketing Communications, Strategic Communications, Press Releases, Event Management, Sales, Public Relations, Integrated Marketing, Strategy, Marketing Management, Marketing, Thought Leadership, Event Planning, Management, Messaging, Sponsorship, Reputation Management, Lead Generation, Social Media, Leadership, Marketing Strategy, Speaker Support, Speakers Bureau
Education
University of Massachusetts-Amherst
BS
Barbara J. Curtis Barbara J. Curtis's Fidelity Investments Experience March 2005 - April 2008
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Strong Women, Strong Girls 2014 - 2015
Strong Women, Strong Girls 2014 - 2015
New York Life May 2008 - November 2011
Fidelity Investments March 2005 - April 2008
Fidelity Investments July 2003 - February 2005
Fidelity Investments July 2002 - June 2003
Fidelity Investments May 1999 - June 2002
Skills
401k, Defined Benefit, Retirement Planning, Defined Contribution, Retirement, Series 63, Mutual Funds, Program Management, Series 6, Pensions, Financial Services, Team Building, Employee Benefits, Investments, Relationship Management, Leadership, ERISA, Strategy, Management, Securities, Investment Advisory, Integrated Marketing, Wealth Management, CRM, Retirement Plan..., Qualified Retirement..., FINRA, Profit Sharing, Investment Strategies, Fixed Annuities
Education
University of Massachusetts, Amherst 1980 — 1983
BA, Management in Arts Production
TIAA-CREF January 2012 - Present
Strong Women, Strong Girls 2014 - 2015
Strong Women, Strong Girls 2014 - 2015
New York Life May 2008 - November 2011
Fidelity Investments March 2005 - April 2008
Fidelity Investments July 2003 - February 2005
Fidelity Investments July 2002 - June 2003
Fidelity Investments May 1999 - June 2002
Skills
401k, Defined Benefit, Retirement Planning, Defined Contribution, Retirement, Series 63, Mutual Funds, Program Management, Series 6, Pensions, Financial Services, Team Building, Employee Benefits, Investments, Relationship Management, Leadership, ERISA, Strategy, Management, Securities, Investment Advisory, Integrated Marketing, Wealth Management, CRM, Retirement Plan..., Qualified Retirement..., FINRA, Profit Sharing, Investment Strategies, Fixed Annuities
Education
University of Massachusetts, Amherst 1980 — 1983
BA, Management in Arts Production
Bob Ragonese Bob Ragonese's Fidelity Investments Experience 1996 - 2002
Job Sr. VP SQA and Project Mgt. at SunGard
Industry Financial Services
Experience
SunGard Sr. VP SQASunGard Brokerage & Clearance2003 - Present
Fidelity Investments 1996 - 2002
CLAM Associates 1993 - 1996
Computervision 1989 - 1993
Education
University of Massachusetts, Amherst 1975 — 1979
SunGard Sr. VP SQASunGard Brokerage & Clearance2003 - Present
Fidelity Investments 1996 - 2002
CLAM Associates 1993 - 1996
Computervision 1989 - 1993
Education
University of Massachusetts, Amherst 1975 — 1979
Betty Mac Betty Mac's Fidelity Investments Experience 2010 - 2012
Job Registered Representative at Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC
Industry Financial Services
Experience
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC 2014 - Present
E*TRADE Financial Corporation 2012 - 2013
Fidelity Investments 2010 - 2012
Skills
Investments, Securities Regulation, Retirement Planning, New Business Development, Customer Service, Mutual Funds, Analysis, Business Analysis, Databases, Relationship Management, Series 7, Series 63, Municipal Bonds, Conflict Resolution, Training, Microsoft Excel, Macro, PowerPoint, SQL, Account Management, Project Management, Web Design, Data Management, Data Analysis, Conflict Management, Customer Relations, Financial Forecasting, Wealth Management, Customer Acquisition, Customer Engagement, ETFs, Foreign Policy, Start-ups, Startup Development, Education, Financial Services, Finance, Trading, CRM, Management, Asset Management
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Economics
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC 2014 - Present
E*TRADE Financial Corporation 2012 - 2013
Fidelity Investments 2010 - 2012
Skills
Investments, Securities Regulation, Retirement Planning, New Business Development, Customer Service, Mutual Funds, Analysis, Business Analysis, Databases, Relationship Management, Series 7, Series 63, Municipal Bonds, Conflict Resolution, Training, Microsoft Excel, Macro, PowerPoint, SQL, Account Management, Project Management, Web Design, Data Management, Data Analysis, Conflict Management, Customer Relations, Financial Forecasting, Wealth Management, Customer Acquisition, Customer Engagement, ETFs, Foreign Policy, Start-ups, Startup Development, Education, Financial Services, Finance, Trading, CRM, Management, Asset Management
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Economics
Kathleen Asack Kathleen Asack's Fidelity Investments Experience February 2005 - October 2008
Job Principal at AmplifyRIA, LLC
Industry Financial Services
Experience
AmplifyRIA, LLC June 2013 - Present
Advizent July 2012 - February 2013
Trust Company of America December 2010 - July 2012
Charles Schwab Advisor Services October 2008 - January 2011
Fidelity Investments February 2005 - October 2008
Charles Schwab & Company, Inc. 1997 - 2004
Skills
Consultative Sales..., RIA, Wealth Management, Financial Services, Recruiting, Business Formation, P&L Modeling, Growth Strategies, Marketing Strategy, Social Media Evangelist, Program Management, Offer Development, Networking, Mutual Funds, Investment Advisory, Business Development, Strategy, Relationship Management, Financial Advisory, Sales, Investments, Retirement Planning, Separately Managed..., Securities, Management, Finance, Series 7, ETFs
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Watertown High School
AmplifyRIA, LLC June 2013 - Present
Advizent July 2012 - February 2013
Trust Company of America December 2010 - July 2012
Charles Schwab Advisor Services October 2008 - January 2011
Fidelity Investments February 2005 - October 2008
Charles Schwab & Company, Inc. 1997 - 2004
Skills
Consultative Sales..., RIA, Wealth Management, Financial Services, Recruiting, Business Formation, P&L Modeling, Growth Strategies, Marketing Strategy, Social Media Evangelist, Program Management, Offer Development, Networking, Mutual Funds, Investment Advisory, Business Development, Strategy, Relationship Management, Financial Advisory, Sales, Investments, Retirement Planning, Separately Managed..., Securities, Management, Finance, Series 7, ETFs
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Watertown High School
Stephen Krajewski's Fidelity Investments Experience June 2015 - Present
Job Director of EI Market Data Inventory Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments June 2011 - June 2012
Fidelity Investments March 2009 - June 2011
State Street Global Advisors May 2004 - November 2008
State Street Global Advisors June 1999 - May 2004
State Street Bank September 1997 - May 1999
Comp USA 1995 - 1997
Skills
Outlook, Microsoft Office, Auditing, DAC, Market Data, DACS, FITS, Excel, PowerPoint, Invoice Processing, General Ledger..., Budget Management, Budget Analysis, Budget Allocation, Bloomberg, Budgets, Business Analysis, Management, Microsoft Excel, Vendor Management, Forecasting, Account Reconciliation, Financial Services, Equities, Fixed Income, Analysis, Finance, Asset Management
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's Degree, Sociology
Winchester High School 1987 — 1991
Diploma, High School Degree
Fidelity Investments June 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments June 2011 - June 2012
Fidelity Investments March 2009 - June 2011
State Street Global Advisors May 2004 - November 2008
State Street Global Advisors June 1999 - May 2004
State Street Bank September 1997 - May 1999
Comp USA 1995 - 1997
Skills
Outlook, Microsoft Office, Auditing, DAC, Market Data, DACS, FITS, Excel, PowerPoint, Invoice Processing, General Ledger..., Budget Management, Budget Analysis, Budget Allocation, Bloomberg, Budgets, Business Analysis, Management, Microsoft Excel, Vendor Management, Forecasting, Account Reconciliation, Financial Services, Equities, Fixed Income, Analysis, Finance, Asset Management
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's Degree, Sociology
Winchester High School 1987 — 1991
Diploma, High School Degree
Emily O'Neil Emily O'Neil's Fidelity Investments Experience May 2015 - August 2015
Job UMass Board of Trustees
Industry Political Organization
Experience
University of Massachusetts July 2015 - Present
Fidelity Investments May 2015 - August 2015
University of Massachusetts Amherst Student Government Association September 2014 - May 2015
Private Family June 2014 - August 2014
University of Massachusetts Amherst Student Government Association September 2013 - December 2013
Mass Alliance May 2013 - July 2013
Crazy Jayne's 2009 - 2012
Skills
Community Outreach, Public Speaking, Research, Social Media, Microsoft Office, Political Campaigns, Policy Analysis, Fundraising, Salesforce.com, PowerPoint, Event Planning, Microsoft Word, Political Science, Microsoft Excel, English, Social Justice, Data Analysis, Student Engagement, Windows, HTML, Quantitative Research, Economics, Qualitative Research, Volunteer Management
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor's degree, Economics and International Relations
Natick High School 2008 — 2012
University of Massachusetts July 2015 - Present
Fidelity Investments May 2015 - August 2015
University of Massachusetts Amherst Student Government Association September 2014 - May 2015
Private Family June 2014 - August 2014
University of Massachusetts Amherst Student Government Association September 2013 - December 2013
Mass Alliance May 2013 - July 2013
Crazy Jayne's 2009 - 2012
Skills
Community Outreach, Public Speaking, Research, Social Media, Microsoft Office, Political Campaigns, Policy Analysis, Fundraising, Salesforce.com, PowerPoint, Event Planning, Microsoft Word, Political Science, Microsoft Excel, English, Social Justice, Data Analysis, Student Engagement, Windows, HTML, Quantitative Research, Economics, Qualitative Research, Volunteer Management
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor's degree, Economics and International Relations
Natick High School 2008 — 2012
Jeff Chan Jeff Chan's Fidelity Investments Experience 2008 - 2010
Job Corporate IT Recruiter
Industry Staffing and Recruiting
Experience
Pegasystems 2015 - Present
Addison Group 2014 - 2015
Signature Consultants 2013 - 2014
Randstad Technologies US 2011 - 2013
Fidelity Investments 2008 - 2010
First Marblehead 2005 - 2008
Skills
Technical Recruiting, Sales, Business Development, Relationship Management, Business Analysis, SDLC, Negotiation, Business Process..., Requirements Gathering, Security, Project Management, Requirements Analysis, Testing, Quality Assurance, Customer Service, Visio
Education
University of Massachusetts, Amherst
Bachelors, Economics
Pegasystems 2015 - Present
Addison Group 2014 - 2015
Signature Consultants 2013 - 2014
Randstad Technologies US 2011 - 2013
Fidelity Investments 2008 - 2010
First Marblehead 2005 - 2008
Skills
Technical Recruiting, Sales, Business Development, Relationship Management, Business Analysis, SDLC, Negotiation, Business Process..., Requirements Gathering, Security, Project Management, Requirements Analysis, Testing, Quality Assurance, Customer Service, Visio
Education
University of Massachusetts, Amherst
Bachelors, Economics
Josh Stomski Josh Stomski's Fidelity Investments Experience December 2009 - June 2014
Job Web/Mobile Application Developer
Industry Financial Services
Experience
Fidelity Investments December 2009 - June 2014
Skills
iOS Development, Photoshop, Web Design, Web Development
Education
University of Massachusetts, Amherst 1998 — 2001
Computer Engineering
Fidelity Investments December 2009 - June 2014
Skills
iOS Development, Photoshop, Web Design, Web Development
Education
University of Massachusetts, Amherst 1998 — 2001
Computer Engineering
Charles P. Snyder Charles P. Snyder's Fidelity Investments Experience September 2002 - August 2005
Job Precalculus and AP Calculus Teacher at City Arts and Tech High School
Industry Education Management
Experience
City Arts and Tech High School August 2013 - Present
Math for America July 2010 - Present
Harvard Squared Academy August 2012 - January 2013
Boundless Learning September 2012 - December 2012
Oakland Unified School District September 2007 - August 2012
Oakland Teaching Fellows August 2007 - August 2012
Elmhurst Community Prep August 2011 - June 2012
Industry Initiatives for Science and Math Education (IISME) June 2011 - August 2011
Youth Empowerment School August 2007 - June 2011
Fidelity Investments September 2002 - August 2005
Skills
Curriculum Design, Curriculum Development, Staff Development, Training, Educational Leadership, Teacher Training, Lesson Planning, Tutoring
Education
University of Oregon 2005 — 2006
MS, Economics, 3.87
University of Massachusetts, Amherst 1998 — 2002
Bachelors of Science, Resource Economics
City Arts and Tech High School August 2013 - Present
Math for America July 2010 - Present
Harvard Squared Academy August 2012 - January 2013
Boundless Learning September 2012 - December 2012
Oakland Unified School District September 2007 - August 2012
Oakland Teaching Fellows August 2007 - August 2012
Elmhurst Community Prep August 2011 - June 2012
Industry Initiatives for Science and Math Education (IISME) June 2011 - August 2011
Youth Empowerment School August 2007 - June 2011
Fidelity Investments September 2002 - August 2005
Skills
Curriculum Design, Curriculum Development, Staff Development, Training, Educational Leadership, Teacher Training, Lesson Planning, Tutoring
Education
University of Oregon 2005 — 2006
MS, Economics, 3.87
University of Massachusetts, Amherst 1998 — 2002
Bachelors of Science, Resource Economics
Tori Marrama's Fidelity Investments Experience April 2005 - September 2005
Job Founder at HeadSpin. Software Solutions & Consulting
Industry Internet
Experience
HeadSpin October 2009 - Present
EF Education January 2008 - October 2009
IA Systems October 2007 - December 2007
MC Communications October 2005 - September 2007
Fidelity Investments April 2005 - September 2005
Eleven technology January 2005 - March 2005
Lux Research June 2004 - February 2005
Excelergy 1999 - 2004
Keane 1997 - 1999
Skills
Software Development, SaaS, .NET, Integration, Business Intelligence, Enterprise Software, CRM, Web Development, Mobile Devices, Agile Methodologies, SOA, Start-ups, Management, Web Applications, Data Warehousing, Software Project..., Cloud Computing, SDLC, C#, Entrepreneurship, Agile Project Management, Business Analysis, Product Management, SQL, XML, Databases, Web Services, IT Strategy, Solution Architecture, ASP.NET, Database Design, Project Management, Enterprise Architecture, Software Design, jQuery, User Experience, HTML 5, User Interface Design, ETL, Moodle, Consulting, Leadership
Education
University of Massachusetts, Amherst 1993 — 1997
BS, Cum Laude Graduate
HeadSpin October 2009 - Present
EF Education January 2008 - October 2009
IA Systems October 2007 - December 2007
MC Communications October 2005 - September 2007
Fidelity Investments April 2005 - September 2005
Eleven technology January 2005 - March 2005
Lux Research June 2004 - February 2005
Excelergy 1999 - 2004
Keane 1997 - 1999
Skills
Software Development, SaaS, .NET, Integration, Business Intelligence, Enterprise Software, CRM, Web Development, Mobile Devices, Agile Methodologies, SOA, Start-ups, Management, Web Applications, Data Warehousing, Software Project..., Cloud Computing, SDLC, C#, Entrepreneurship, Agile Project Management, Business Analysis, Product Management, SQL, XML, Databases, Web Services, IT Strategy, Solution Architecture, ASP.NET, Database Design, Project Management, Enterprise Architecture, Software Design, jQuery, User Experience, HTML 5, User Interface Design, ETL, Moodle, Consulting, Leadership
Education
University of Massachusetts, Amherst 1993 — 1997
BS, Cum Laude Graduate
Brian Cann Brian Cann's Fidelity Investments Experience 1995 - 2002
Job CFO/Strategic Planning/International FP&A/Turn Arounds
Industry Accounting
Experience
Biogen 2015 - Present
Amesbury (a subsidiary of Tyman PLC) 2012 - 2014
PerkinElmer 2010 - 2012
PerkinElmer LAS 2008 - 2010
Perkin Elmer 2004 - 2008
Fidelity Investments 1995 - 2002
GE 1989 - 1995
Skills
Revenue Recognition, Financial Modeling, Forecasting, Management, Mergers & Acquisitions, Finance, Financial Reporting, Strategy, Financial Analysis, Leadership, Cross-functional Team..., Strategic Planning, Analysis, Budgets
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor's degree, Finance, General
Biogen 2015 - Present
Amesbury (a subsidiary of Tyman PLC) 2012 - 2014
PerkinElmer 2010 - 2012
PerkinElmer LAS 2008 - 2010
Perkin Elmer 2004 - 2008
Fidelity Investments 1995 - 2002
GE 1989 - 1995
Skills
Revenue Recognition, Financial Modeling, Forecasting, Management, Mergers & Acquisitions, Finance, Financial Reporting, Strategy, Financial Analysis, Leadership, Cross-functional Team..., Strategic Planning, Analysis, Budgets
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor's degree, Finance, General
Kevin Buettner Kevin Buettner's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Skills
Economic Data Analysis, Financial Analysis, Quantitative Analytics, Economic Research, Market Research, Industrial Organization, Microsoft Office, Microsoft Excel, PowerPoint, QuickBooks, ProSystem fx Tax, ProSystem fx Engagement
Education
University of Massachusetts, Amherst 2013 — 2015
Resource Economics, Business/Managerial Economics
Fidelity Investments June 2015 - Present
Skills
Economic Data Analysis, Financial Analysis, Quantitative Analytics, Economic Research, Market Research, Industrial Organization, Microsoft Office, Microsoft Excel, PowerPoint, QuickBooks, ProSystem fx Tax, ProSystem fx Engagement
Education
University of Massachusetts, Amherst 2013 — 2015
Resource Economics, Business/Managerial Economics
Bob Gancarz Bob Gancarz's Fidelity Investments Experience January 2005 - June 2007
Job Independent Software Engineer
Industry Information Technology and Services
Experience
State Street Bank November 1991 - Present
Gancarz Software Consultants, Inc. 1989 - Present
Putnam Investments 2000 - 2009
Fidelity Investments January 2005 - June 2007
EyeTraction.com January 2000 - December 2001
BBN Technologies 1997 - 2000
Ontologics February 1991 - November 1991
Citizens Bank August 1990 - February 1991
Digital Equipment Corporation March 1989 - June 1990
Bank of New England 1985 - 1989
Skills
Software Development, Project Management, Java Enterprise Edition, Database Design, Oracle Applications
Education
University of Massachusetts, Amherst 1976 — 1980
BA, History
State Street Bank November 1991 - Present
Gancarz Software Consultants, Inc. 1989 - Present
Putnam Investments 2000 - 2009
Fidelity Investments January 2005 - June 2007
EyeTraction.com January 2000 - December 2001
BBN Technologies 1997 - 2000
Ontologics February 1991 - November 1991
Citizens Bank August 1990 - February 1991
Digital Equipment Corporation March 1989 - June 1990
Bank of New England 1985 - 1989
Skills
Software Development, Project Management, Java Enterprise Edition, Database Design, Oracle Applications
Education
University of Massachusetts, Amherst 1976 — 1980
BA, History
Peter Garland Peter Garland's Fidelity Investments Experience July 2012 - Present
Job Business Intelligence & Data Visualization at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments April 2010 - June 2012
Fidelity Investments February 2002 - April 2010
Fidelity Investments 2003 - 2007
Fidelity Investments 1996 - 2002
Skills
Data Visualization, Reporting & Analysis, SQL Server, ETL, ITIL, VB.NET, AJAX.NET, JavaScript, Software Quality..., OOP, Quality Center, Test Automation, QlikView, Final Cut Studio
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Educational Media (B.D.I.C.)
Stuyvesant High School, NYC 1983 — 1986
stuyvesant high school
Fidelity Investments July 2012 - Present
Fidelity Investments April 2010 - June 2012
Fidelity Investments February 2002 - April 2010
Fidelity Investments 2003 - 2007
Fidelity Investments 1996 - 2002
Skills
Data Visualization, Reporting & Analysis, SQL Server, ETL, ITIL, VB.NET, AJAX.NET, JavaScript, Software Quality..., OOP, Quality Center, Test Automation, QlikView, Final Cut Studio
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Educational Media (B.D.I.C.)
Stuyvesant High School, NYC 1983 — 1986
stuyvesant high school
Stephen Lipof's Fidelity Investments Experience 1997 - 2000
Job
Industry Accounting
Experience
Fordham University - Personal and Professional Development Center - Gabelli School of Business January 2014 - Present
Raich Ende Malter & Co., LLP January 2015 - July 2015
Virtusa (via acquisition) July 2011 - November 2013
ALaS Consulting LLC March 2010 - July 2011
The Response Companies/Response Compliance November 2002 - February 2010
KFORCE - New York, NY June 2001 - November 2002
KFORCE - Boston, Ma April 2000 - June 2001
Fidelity Investments 1997 - 2000
The Computer Museum 1995 - 1997
Skills
AML, Fund Administration, financial services, Derivatives, Operations, Form PF, Technology, Management Consulting, Change Management, IT Solutions, Compliance, Legal Compliance, Investment Banking, Broker Dealer, Prime Brokerage, Dodd-Frank, Asset Managment, Wealth Management, Project Management, Broker-Dealer, Hedge Funds, Private Funds, Financial Services, Asset Management, Consultants, Private Equity Funding, Risk Management, Mutual Funds, Fixed Income, Regulatory Requirements, Capital Markets, Equities, Outsourcing, FINRA, Banking, Financial Advisory, Securities, Alternative Investments, Trading, Financial Risk, Operational Risk..., Investments, Enterprise Risk..., Options, Consulting, Business Development, Back Office, Trading Systems, Due Diligence, FX Options
Education
University of Massachusetts at Amherst 1988 — 1993
BA, Political Science/International Relations
Newton South
Fordham University - Personal and Professional Development Center - Gabelli School of Business January 2014 - Present
Raich Ende Malter & Co., LLP January 2015 - July 2015
Virtusa (via acquisition) July 2011 - November 2013
ALaS Consulting LLC March 2010 - July 2011
The Response Companies/Response Compliance November 2002 - February 2010
KFORCE - New York, NY June 2001 - November 2002
KFORCE - Boston, Ma April 2000 - June 2001
Fidelity Investments 1997 - 2000
The Computer Museum 1995 - 1997
Skills
AML, Fund Administration, financial services, Derivatives, Operations, Form PF, Technology, Management Consulting, Change Management, IT Solutions, Compliance, Legal Compliance, Investment Banking, Broker Dealer, Prime Brokerage, Dodd-Frank, Asset Managment, Wealth Management, Project Management, Broker-Dealer, Hedge Funds, Private Funds, Financial Services, Asset Management, Consultants, Private Equity Funding, Risk Management, Mutual Funds, Fixed Income, Regulatory Requirements, Capital Markets, Equities, Outsourcing, FINRA, Banking, Financial Advisory, Securities, Alternative Investments, Trading, Financial Risk, Operational Risk..., Investments, Enterprise Risk..., Options, Consulting, Business Development, Back Office, Trading Systems, Due Diligence, FX Options
Education
University of Massachusetts at Amherst 1988 — 1993
BA, Political Science/International Relations
Newton South
Brad Murphy, CIMA® Brad Murphy, CIMA®'s Fidelity Investments Experience December 2002 - October 2004
Job Regional Sales Director, New England at Morningstar Investment Services
Industry Investment Management
Experience
Morningstar Investment Services, Inc. January 2010 - Present
Eaton Vance April 2009 - December 2009
Eaton Vance February 2008 - March 2009
Eaton Vance October 2004 - January 2008
Fidelity Investments December 2002 - October 2004
Skills
Series 7
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Morningstar Investment Services, Inc. January 2010 - Present
Eaton Vance April 2009 - December 2009
Eaton Vance February 2008 - March 2009
Eaton Vance October 2004 - January 2008
Fidelity Investments December 2002 - October 2004
Skills
Series 7
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Charles Woods Charles Woods's Fidelity Investments Experience Vice President - Senior Institutional Supervisory Manager / Compliance Sales / Relationship ManagemeState StreetMarch 2007 - April 2015
Job Director of Compliance
Industry Financial Services
Experience
Fidelity Investments Vice President - Senior Institutional Supervisory Manager / Compliance Sales / Relationship ManagemeState StreetMarch 2007 - April 2015
Fidelity Investments February 1992 - March 2007
Skills
Series 24, S7, FINRA, Broker-Dealer, Supervision, Alternative Investments, AML, Capital Markets, ETFs, Financial Services, S3, S24, S9, S10, S51, S63, NFA, Broker Dealer, CRCP
Education
University of Massachusetts, Amherst 1985 — 1989
BA, PolSci
Wharton CRCP
Fidelity Investments Vice President - Senior Institutional Supervisory Manager / Compliance Sales / Relationship ManagemeState StreetMarch 2007 - April 2015
Fidelity Investments February 1992 - March 2007
Skills
Series 24, S7, FINRA, Broker-Dealer, Supervision, Alternative Investments, AML, Capital Markets, ETFs, Financial Services, S3, S24, S9, S10, S51, S63, NFA, Broker Dealer, CRCP
Education
University of Massachusetts, Amherst 1985 — 1989
BA, PolSci
Wharton CRCP
Richard Gatnik Richard Gatnik's Fidelity Investments Experience July 1999 - June 2003
Job Vice President, Enterprise Technology Architecture at State Street
Industry Information Technology and Services
Experience
State Street October 2012 - Present
State Street Global Advisors November 2010 - October 2012
State Street Global Advisors October 2008 - November 2010
State Street Global Advisors June 2003 - October 2008
Fidelity Investments July 1999 - June 2003
Bank of Boston February 1996 - June 1999
Bank of Boston June 1993 - January 1996
Bank of Boston July 1991 - June 1993
Bank of Boston April 1990 - July 1991
Bank of Boston July 1989 - April 1990
Skills
Financial Services, Information Technology, Project Management, Vendor Management, Cloud Computing, Outsourcing, Infrastructure, Technical Support, Disaster Recovery, Leadership, Enterprise Architecture, Software Documentation, Strategy, Data Center, Management, Program Management, IT Service Management, Business Intelligence, Risk Management, Budgets, Business Analysis, SDLC, Networking, IT Strategy, Servers, Process Improvement, Project Planning, Integration, IT Management, Operations Management, ITIL, Project Portfolio..., Business Continuity, PMO, Security, IT Operations, SharePoint, Governance, Enterprise Software, Visio, Business Process..., Operating Systems, PMP, Software Project...
Education
U.S. Army Non Commissioned Officer Academy 1988 — 1988
NA, Military leadership
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Hingham High School 1981 — 1983
Diploma, general
State Street October 2012 - Present
State Street Global Advisors November 2010 - October 2012
State Street Global Advisors October 2008 - November 2010
State Street Global Advisors June 2003 - October 2008
Fidelity Investments July 1999 - June 2003
Bank of Boston February 1996 - June 1999
Bank of Boston June 1993 - January 1996
Bank of Boston July 1991 - June 1993
Bank of Boston April 1990 - July 1991
Bank of Boston July 1989 - April 1990
Skills
Financial Services, Information Technology, Project Management, Vendor Management, Cloud Computing, Outsourcing, Infrastructure, Technical Support, Disaster Recovery, Leadership, Enterprise Architecture, Software Documentation, Strategy, Data Center, Management, Program Management, IT Service Management, Business Intelligence, Risk Management, Budgets, Business Analysis, SDLC, Networking, IT Strategy, Servers, Process Improvement, Project Planning, Integration, IT Management, Operations Management, ITIL, Project Portfolio..., Business Continuity, PMO, Security, IT Operations, SharePoint, Governance, Enterprise Software, Visio, Business Process..., Operating Systems, PMP, Software Project...
Education
U.S. Army Non Commissioned Officer Academy 1988 — 1988
NA, Military leadership
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Hingham High School 1981 — 1983
Diploma, general
Allison Reardon Allison Reardon's Fidelity Investments Experience September 2007 - March 2009
Job Clinical Liaison
Industry Hospital & Health Care
Experience
Consulate Health Care August 2013 - Present
The Rehabilitation and Nursing Center at Everett April 2012 - August 2013
IKON Office Solutions March 2010 - May 2012
Fidelity Investments September 2007 - March 2009
Skills
Healthcare, Account Management, Marketing, New Business Development, Marketing Strategy, Sales Process, Sales Presentations, Lead Generation, Social Media Marketing, Marketing Communications, Social Networking, Cold Calling, Selling, Long-term Care, Hospitals, Sales
Education
University of Massachusetts, Amherst 2002 — 2007
Legal Studies
Consulate Health Care August 2013 - Present
The Rehabilitation and Nursing Center at Everett April 2012 - August 2013
IKON Office Solutions March 2010 - May 2012
Fidelity Investments September 2007 - March 2009
Skills
Healthcare, Account Management, Marketing, New Business Development, Marketing Strategy, Sales Process, Sales Presentations, Lead Generation, Social Media Marketing, Marketing Communications, Social Networking, Cold Calling, Selling, Long-term Care, Hospitals, Sales
Education
University of Massachusetts, Amherst 2002 — 2007
Legal Studies
David Marteney's Fidelity Investments Experience December 1995 - Present
Job VP Systems Architecture at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 1995 - Present
Logica 1985 - 1995
Data Architects 1985 - 1995
GenRad 1981 - 1985
Skills
Web Services, Enterprise Architecture, .NET, SOA, Agile Methodologies, SDLC
Education
University of Massachusetts, Amherst 1977 — 1981
BS, Science/Computer Science
Bromfield 1973 — 1977
Fidelity Investments December 1995 - Present
Logica 1985 - 1995
Data Architects 1985 - 1995
GenRad 1981 - 1985
Skills
Web Services, Enterprise Architecture, .NET, SOA, Agile Methodologies, SDLC
Education
University of Massachusetts, Amherst 1977 — 1981
BS, Science/Computer Science
Bromfield 1973 — 1977
Bruce R. Jordan, PMP's Fidelity Investments Experience November 2006 - April 2008
Job
Industry Financial Services
Experience
Ultimate Software December 2010 - Present
Robert Half Finance & Accounting October 2008 - December 2010
Fidelity Investments November 2006 - April 2008
ADP January 2002 - November 2006
PwC September 2000 - November 2001
KPMG October 1995 - August 2000
JP Morgan April 1982 - March 1995
Skills
PMP, ADP, Payroll, Service Delivery, Re-engineering, Business Process..., Process Improvement, Ultipro, Program Management, ADP Payroll, Outsourcing, Human Resources, Talent Management, Business Analysis, Project Management
Education
University of Massachusetts, Amherst
BA, Latin American History
Ultimate Software December 2010 - Present
Robert Half Finance & Accounting October 2008 - December 2010
Fidelity Investments November 2006 - April 2008
ADP January 2002 - November 2006
PwC September 2000 - November 2001
KPMG October 1995 - August 2000
JP Morgan April 1982 - March 1995
Skills
PMP, ADP, Payroll, Service Delivery, Re-engineering, Business Process..., Process Improvement, Ultipro, Program Management, ADP Payroll, Outsourcing, Human Resources, Talent Management, Business Analysis, Project Management
Education
University of Massachusetts, Amherst
BA, Latin American History
Russ Paulin's Fidelity Investments Experience February 2001 - June 2008
Job Experienced Systems Development Project Manager
Industry Financial Services
Experience
Self-Employed Empathium Solutions July 2011 - Present
Friends of the Norwell Public Library 2009 - July 2011
Fidelity February 2001 - June 2008
Fidelity Investments February 2001 - June 2008
Bank Boston 1996 - 2001
State Street Bank & Trust 1990 - 1996
CSC Partners 1984 - 1990
Computer Partners 1984 - 1990
CSC Consulting 1984 - 1990
Computer Sciences Corporation 1984 - 1990
Skills
Business Analysis, Financial Services, SDLC, Agile Methodologies, Integration, Enterprise Architecture, Requirements Analysis, PMP, Software Project..., Requirements Gathering, Program Management, Process Improvement, Databases, Management, Architecture, Vendor Management, Risk Management, Data Warehousing, IT Strategy, PMO, Project Portfolio..., Business Process..., Business Process, Visio, Business Intelligence, Business Requirements, Agile Project Management, Project Management, Consulting
Education
ARHS
University of Massachusetts, Amherst
Self-Employed Empathium Solutions July 2011 - Present
Friends of the Norwell Public Library 2009 - July 2011
Fidelity February 2001 - June 2008
Fidelity Investments February 2001 - June 2008
Bank Boston 1996 - 2001
State Street Bank & Trust 1990 - 1996
CSC Partners 1984 - 1990
Computer Partners 1984 - 1990
CSC Consulting 1984 - 1990
Computer Sciences Corporation 1984 - 1990
Skills
Business Analysis, Financial Services, SDLC, Agile Methodologies, Integration, Enterprise Architecture, Requirements Analysis, PMP, Software Project..., Requirements Gathering, Program Management, Process Improvement, Databases, Management, Architecture, Vendor Management, Risk Management, Data Warehousing, IT Strategy, PMO, Project Portfolio..., Business Process..., Business Process, Visio, Business Intelligence, Business Requirements, Agile Project Management, Project Management, Consulting
Education
ARHS
University of Massachusetts, Amherst
Evan M. Murphy, CFP®'s Fidelity Investments Experience May 2012 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Skills
Retirement Planning, Mutual Funds, 401k, IRAs, Wealth Management, Certified Financial..., Consultative Selling, Strategic Planning, Leadership, Event Planning, Microsoft Excel, Customer Service, Net Promoter Score, High Net Worth..., Team Building, Information Technology, Account Management, Cold Calling, Lead Generation, Marketing, Key Account Management, Business Development, Customer Retention, Siebel, 401k Rollovers, Retirement Solutions, Sales Operations, Negotiation, Management, Sales, Series 63, Financial Services, Series 7, Retirement, Social Media, Microsoft Office, B2B, Asset Allocation, Coaching, Customer Satisfaction, Social Media Marketing, Investments, Marketing Strategy
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (BS), Marketing
Cohasset High School 1996 — 2000
Fidelity Investments May 2012 - Present
Skills
Retirement Planning, Mutual Funds, 401k, IRAs, Wealth Management, Certified Financial..., Consultative Selling, Strategic Planning, Leadership, Event Planning, Microsoft Excel, Customer Service, Net Promoter Score, High Net Worth..., Team Building, Information Technology, Account Management, Cold Calling, Lead Generation, Marketing, Key Account Management, Business Development, Customer Retention, Siebel, 401k Rollovers, Retirement Solutions, Sales Operations, Negotiation, Management, Sales, Series 63, Financial Services, Series 7, Retirement, Social Media, Microsoft Office, B2B, Asset Allocation, Coaching, Customer Satisfaction, Social Media Marketing, Investments, Marketing Strategy
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (BS), Marketing
Cohasset High School 1996 — 2000
Garrick Young's Fidelity Investments Experience February 2011 - December 2012
Job MIS Business Analyst at Santander Group
Industry Financial Services
Experience
Santander Bank, N.A. February 2014 - Present
Putnam Investments June 2013 - December 2013
Fidelity Investments February 2011 - December 2012
JP Morgan Chase July 2006 - May 2010
Investors Bank & Trust March 2006 - July 2006
Skills
Finance, Bloomberg, Financial Analysis, Mutual Funds, Financial Services, Financial Modeling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), International Finance
Santander Bank, N.A. February 2014 - Present
Putnam Investments June 2013 - December 2013
Fidelity Investments February 2011 - December 2012
JP Morgan Chase July 2006 - May 2010
Investors Bank & Trust March 2006 - July 2006
Skills
Finance, Bloomberg, Financial Analysis, Mutual Funds, Financial Services, Financial Modeling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), International Finance
Beth Donnell's Fidelity Investments Experience April 2014 - Present
Job Manager Talent Practices at Fidelity Investments
Industry Photography
Experience
Fidelity Investments April 2014 - Present
~ Stellar Photos ~ January 2008 - Present
Fidelity Investments March 2013 - April 2014
Fidelity Investments March 2010 - March 2013
Undisclosed Studio March 2009 - January 2013
Fidelity Investments June 2008 - March 2010
Fidelity Investments August 2005 - June 2008
Fidelity Investments May 2007 - August 2007
Starbucks Coffee Company May 2004 - June 2005
Appalachian Mountain Club Magazine May 2004 - August 2004
Skills
Financial Services, Data Analysis, Data Modeling, Resource Management, Capacity Planning, Project Management, Project Planning, MS Project, Access, Balanced Scorecard, Scorecard Management, KPI Dashboards, KPI Reports, Leading Meetings, Presentations, Written & Oral..., Communication Skills, Lean Thinking, Strategic Planning, Editing, Cross-functional..., Training, Customer Service, Photography, Portrait Photography, Photoshop, Lightroom, Digital Photography, Fine Art Photography, Photojournalism, Image Manipulation, Magazines, Photos, Multimedia, Canon, Wedding Photography, Art, Adobe Creative Suite
Education
American Society for Training & Development (ASTD) 2008 — 2009
Certificate, Training & Development
Center of Digital Imaging Arts (CDIA) BU 2008 — 2009
Professional Certificate of Photography, Photography
University of Massachusetts, Amherst 2001 — 2005
BA, Journalism, Photojournalism, Sociology
Fidelity Investments April 2014 - Present
~ Stellar Photos ~ January 2008 - Present
Fidelity Investments March 2013 - April 2014
Fidelity Investments March 2010 - March 2013
Undisclosed Studio March 2009 - January 2013
Fidelity Investments June 2008 - March 2010
Fidelity Investments August 2005 - June 2008
Fidelity Investments May 2007 - August 2007
Starbucks Coffee Company May 2004 - June 2005
Appalachian Mountain Club Magazine May 2004 - August 2004
Skills
Financial Services, Data Analysis, Data Modeling, Resource Management, Capacity Planning, Project Management, Project Planning, MS Project, Access, Balanced Scorecard, Scorecard Management, KPI Dashboards, KPI Reports, Leading Meetings, Presentations, Written & Oral..., Communication Skills, Lean Thinking, Strategic Planning, Editing, Cross-functional..., Training, Customer Service, Photography, Portrait Photography, Photoshop, Lightroom, Digital Photography, Fine Art Photography, Photojournalism, Image Manipulation, Magazines, Photos, Multimedia, Canon, Wedding Photography, Art, Adobe Creative Suite
Education
American Society for Training & Development (ASTD) 2008 — 2009
Certificate, Training & Development
Center of Digital Imaging Arts (CDIA) BU 2008 — 2009
Professional Certificate of Photography, Photography
University of Massachusetts, Amherst 2001 — 2005
BA, Journalism, Photojournalism, Sociology
Dennis MacDonald's Fidelity Investments Experience Project ManagerFidelity Investments2007 - 2013
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Project ManagerFidelity Investments2007 - 2013
Skills
Financial Services, Software Project..., PMO, Business Analysis, Project Portfolio..., Business Process..., Business Requirements
Education
University of Massachusetts, Amherst 1987 — 1991
Economics, Economics
Fidelity Investments Project ManagerFidelity Investments2007 - 2013
Skills
Financial Services, Software Project..., PMO, Business Analysis, Project Portfolio..., Business Process..., Business Requirements
Education
University of Massachusetts, Amherst 1987 — 1991
Economics, Economics
Paul Lavallee's Fidelity Investments Experience November 2001 - May 2006
Job Certified Financial Planner™
Industry Financial Services
Experience
Fortune 100, Financial Services Company March 2007 - Present
Fidelity Investments November 2001 - May 2006
TechTarget December 1999 - January 2001
Dell May 1997 - January 1999
Progress Software 1990 - 1992
Prime Computer 1985 - 1989
Data General 1978 - 1983
Education
University of Massachusetts, Amherst 1976 — 1977
Computer Science
US Coast Guard Academy 1973 — 1975
General Engineering
Fortune 100, Financial Services Company March 2007 - Present
Fidelity Investments November 2001 - May 2006
TechTarget December 1999 - January 2001
Dell May 1997 - January 1999
Progress Software 1990 - 1992
Prime Computer 1985 - 1989
Data General 1978 - 1983
Education
University of Massachusetts, Amherst 1976 — 1977
Computer Science
US Coast Guard Academy 1973 — 1975
General Engineering
Alice Boucher's Fidelity Investments Experience June 2002 - Present
Job Principal Software Engineer / Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Prana Power Yoga August 2012 - Present
Fidelity Investments June 2002 - Present
Skills
SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Requirements Gathering, Program Management, Vendor Management
Education
University of Massachusetts, Amherst 1999 — 2002
Prana Power Yoga August 2012 - Present
Fidelity Investments June 2002 - Present
Skills
SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Requirements Gathering, Program Management, Vendor Management
Education
University of Massachusetts, Amherst 1999 — 2002
Kris Luoto's Fidelity Investments Experience April 2000 - October 2008
Job Director of Business Operations at Assabet Valley Regional Technical High School
Industry Financial Services
Experience
Assabet Valley Regional Technical High School July 2013 - Present
Minuteman Regional Vocational High School March 2011 - June 2013
Fore Kicks October 2008 - March 2011
Fidelity Investments April 2000 - October 2008
Skills
Management
Education
University of Massachusetts, Amherst 1995 — 1999
BS, Sports Management
Assabet Valley Regional Technical High School July 2013 - Present
Minuteman Regional Vocational High School March 2011 - June 2013
Fore Kicks October 2008 - March 2011
Fidelity Investments April 2000 - October 2008
Skills
Management
Education
University of Massachusetts, Amherst 1995 — 1999
BS, Sports Management
Aric Egmont, CFP's Fidelity Investments Experience August 2008 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 2008 - Present
Education
University of Massachusetts, Amherst 1996 — 2000
Fidelity Investments August 2008 - Present
Education
University of Massachusetts, Amherst 1996 — 2000
John Fleming's Fidelity Investments Experience 1989 - 1993
Job Portfolio Manager / Financial Services Investing
Industry Investment Management
Experience
Aligned Wealth 2011 - Present
ION Financial Corp. 2009 - 2011
Point Cap 2009 - 2011
Morgan Stanley / Stadia Captial November 2000 - December 2008
Centurion Investment Group 1997 - 2000
Atalanta Sossnoff Capital Corp 1995 - 1997
Fidelity Investments 1989 - 1993
Skills
Hedge Funds, Alternative Investments, Equity Research, Structured Products, Macro Market Analysis, Equity Derivatives, Term Structure Analysis, Structuring Portfolios, Credit Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance/International Business
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Finance
Aligned Wealth 2011 - Present
ION Financial Corp. 2009 - 2011
Point Cap 2009 - 2011
Morgan Stanley / Stadia Captial November 2000 - December 2008
Centurion Investment Group 1997 - 2000
Atalanta Sossnoff Capital Corp 1995 - 1997
Fidelity Investments 1989 - 1993
Skills
Hedge Funds, Alternative Investments, Equity Research, Structured Products, Macro Market Analysis, Equity Derivatives, Term Structure Analysis, Structuring Portfolios, Credit Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance/International Business
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Finance
Robert McKelvey's Fidelity Investments Experience December 2000 - April 2005
Job UX/UI Designer
Industry Design
Experience
mckelvey design July 2009 - Present
Vertex Pharmaceuticals May 2004 - July 2009
Fidelity Investments December 2000 - April 2005
Skills
Interaction Design, Information Architecture, Graphic Design, Digital Strategy, Web Design, UX design, Social Media, Web Development
Education
University of Massachusetts, Amherst 1983 — 1989
mckelvey design July 2009 - Present
Vertex Pharmaceuticals May 2004 - July 2009
Fidelity Investments December 2000 - April 2005
Skills
Interaction Design, Information Architecture, Graphic Design, Digital Strategy, Web Design, UX design, Social Media, Web Development
Education
University of Massachusetts, Amherst 1983 — 1989
Allison Huffman's Fidelity Investments Experience July 2007 - February 2008
Job Industry Initiative Marketing Manager at Autodesk
Industry Marketing and Advertising
Experience
Autodesk October 2008 - Present
Equitrac April 2008 - October 2008
Fidelity Investments July 2007 - February 2008
eCopy May 2001 - July 2007
CMGI May 2000 - May 2001
PAN Communications February 2000 - May 2000
Mullen June 1998 - February 2000
The Committee to Re-Elect Mayor Thomas B. Concannon, Jr. May 1997 - January 1998
WOAY TV - Channel 4, ABC affiliate August 1996 - March 1997
Skills
Marketing Communications, Corporate Communications, Marketing Strategy, Public Relations, Strategic Communications, Press Releases, Marketing, Internal Communications, Go-to-market Strategy, Market Planning, Email Marketing, Solution Selling, Messaging, Social Media Marketing, Online Marketing, Channel Partners, Copywriting, Multi-channel Marketing, Enterprise Software, Integrated Marketing, Product Management, Leadership, Product Marketing, Direct Marketing, Lead Generation, Demand Generation, Strategy, Management, Sales Operations, Strategic Partnerships
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Communications, Journalism
Autodesk October 2008 - Present
Equitrac April 2008 - October 2008
Fidelity Investments July 2007 - February 2008
eCopy May 2001 - July 2007
CMGI May 2000 - May 2001
PAN Communications February 2000 - May 2000
Mullen June 1998 - February 2000
The Committee to Re-Elect Mayor Thomas B. Concannon, Jr. May 1997 - January 1998
WOAY TV - Channel 4, ABC affiliate August 1996 - March 1997
Skills
Marketing Communications, Corporate Communications, Marketing Strategy, Public Relations, Strategic Communications, Press Releases, Marketing, Internal Communications, Go-to-market Strategy, Market Planning, Email Marketing, Solution Selling, Messaging, Social Media Marketing, Online Marketing, Channel Partners, Copywriting, Multi-channel Marketing, Enterprise Software, Integrated Marketing, Product Management, Leadership, Product Marketing, Direct Marketing, Lead Generation, Demand Generation, Strategy, Management, Sales Operations, Strategic Partnerships
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Communications, Journalism
Tom Waisnor's Fidelity Investments Experience 2006 - 2008
Job Director of Investments & Planning at Northwestern Mutual and Public Address Announcer for Lynnfield Pioneers Football
Industry Financial Services
Experience
Northwestern Mutual October 2011 - Present
John Hancock Mutual Funds January 2011 - July 2011
Fidelity Investments 2006 - 2008
Northwestern Mutual Investment Services, LLC 2001 - 2007
Envestnet Asset Management 2000 - 2002
United Asset Management 1995 - 2001
Fidelity Investments 1990 - 1995
Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services
Education
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Wakefield High School 1979 — 1983
Northwestern Mutual October 2011 - Present
John Hancock Mutual Funds January 2011 - July 2011
Fidelity Investments 2006 - 2008
Northwestern Mutual Investment Services, LLC 2001 - 2007
Envestnet Asset Management 2000 - 2002
United Asset Management 1995 - 2001
Fidelity Investments 1990 - 1995
Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services
Education
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Wakefield High School 1979 — 1983
Bill Swenson, CISSP's Fidelity Investments Experience January 2012 - January 2015
Job Management at The Depository Trust & Clearing Corporation
Industry Computer Networking
Experience
The Depository Trust & Clearing Corporation January 2015 - Present
Fidelity Investments January 2012 - January 2015
Fidelity Investments December 2010 - December 2011
Fidelity Investments August 2007 - December 2010
United States Marine Corps December 2000 - January 2009
Skills
Data Center, Disaster Recovery, Marine Corps, Integration, Martial Arts, Security, Virtualization, Aruba Wireless, Aruba VPN, Juniper Technologies, Financial Services, Network Engineering, Enterprise Architecture, Network Security, Physical Security, DNS, Encryption, Firewalls, ITIL
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Science (B.S.)
The Depository Trust & Clearing Corporation January 2015 - Present
Fidelity Investments January 2012 - January 2015
Fidelity Investments December 2010 - December 2011
Fidelity Investments August 2007 - December 2010
United States Marine Corps December 2000 - January 2009
Skills
Data Center, Disaster Recovery, Marine Corps, Integration, Martial Arts, Security, Virtualization, Aruba Wireless, Aruba VPN, Juniper Technologies, Financial Services, Network Engineering, Enterprise Architecture, Network Security, Physical Security, DNS, Encryption, Firewalls, ITIL
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Science (B.S.)
Alexander Wilkinson, CFA's Fidelity Investments Experience February 2003 - November 2005
Job Intermediate Quantitative Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Management June 2011 - Present
Columbia Management September 2009 - May 2011
Columbia Management March 2006 - September 2009
Columbia Management October 2008 - December 2008
John Hancock Funds 2005 - 2006
Fidelity Investments February 2003 - November 2005
State Street Bank 2001 - 2003
Skills
Bloomberg, Futures Trading, Financial Modeling, VBA, Microsoft Excel, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Finance, Cash Equitization, Factset, Performance Attribution, Asset Allocation, Hedging, Barclays Point, Portfolio Optimization, Derivatives, Fund Of Funds, Risk Analytics, Alternative Investments, Statistics, Mutual Funds, Investment Management, Valuation, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Science (BS), Economics
Columbia Management June 2011 - Present
Columbia Management September 2009 - May 2011
Columbia Management March 2006 - September 2009
Columbia Management October 2008 - December 2008
John Hancock Funds 2005 - 2006
Fidelity Investments February 2003 - November 2005
State Street Bank 2001 - 2003
Skills
Bloomberg, Futures Trading, Financial Modeling, VBA, Microsoft Excel, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Finance, Cash Equitization, Factset, Performance Attribution, Asset Allocation, Hedging, Barclays Point, Portfolio Optimization, Derivatives, Fund Of Funds, Risk Analytics, Alternative Investments, Statistics, Mutual Funds, Investment Management, Valuation, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Science (BS), Economics
Alana Solodow's Fidelity Investments Experience July 2000 - February 2008
Job Experienced Communications Project Manager
Industry Financial Services
Experience
Fidelity Investments July 2000 - February 2008
Fidelity Investments April 2004 - May 2005
Education
University of Massachusetts, Amherst 1990 — 1994
Fidelity Investments July 2000 - February 2008
Fidelity Investments April 2004 - May 2005
Education
University of Massachusetts, Amherst 1990 — 1994
Lesley Erikson's Fidelity Investments Experience November 2007 - February 2009
Job Operations Coordinator at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Beth Segers's Fidelity Investments Experience 1992 - 1997
Job Partner at Empirical Research
Industry Financial Services
Experience
Empirical Research May 2009 - Present
Putnam Investments 1997 - 2009
Fidelity Investments 1992 - 1997
Bank of New England 1983 - 1991
Skills
Competitive Analysis, Behavioral Finance, Mutual Funds, Industrial Sector, Financial Services, Finance, Alternative Investments, Retirement, Management, Asset Allocation, Market Research, Asset Managment, Investment Management, Hedge Funds, Equities, Asset Management
Education
University of Massachusetts, Amherst 1977 — 1981
B.A., Economics, English
Empirical Research May 2009 - Present
Putnam Investments 1997 - 2009
Fidelity Investments 1992 - 1997
Bank of New England 1983 - 1991
Skills
Competitive Analysis, Behavioral Finance, Mutual Funds, Industrial Sector, Financial Services, Finance, Alternative Investments, Retirement, Management, Asset Allocation, Market Research, Asset Managment, Investment Management, Hedge Funds, Equities, Asset Management
Education
University of Massachusetts, Amherst 1977 — 1981
B.A., Economics, English
Colleen Creamer's Fidelity Investments Experience June 1998 - Present
Job Learning Consultant
Industry Professional Training & Coaching
Experience
Fidelity Investments June 1998 - Present
Fidelity Investments January 1994 - June 1998
Bank of Boston January 1991 - January 1994
Bank of Boston January 1986 - January 1991
Skills
Instructional Design, ADDIE, Distance Learning, Instructor-led Training, Writing, SnagIt, Captivate, Program Evaluation, Needs Assessment, Grant Writing
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Psychology
Fidelity Investments June 1998 - Present
Fidelity Investments January 1994 - June 1998
Bank of Boston January 1991 - January 1994
Bank of Boston January 1986 - January 1991
Skills
Instructional Design, ADDIE, Distance Learning, Instructor-led Training, Writing, SnagIt, Captivate, Program Evaluation, Needs Assessment, Grant Writing
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Psychology
Ben Favazza, CFP®'s Fidelity Investments Experience August 1998 - August 2008
Job Principal at East Coast Asset Management
Industry Financial Services
Experience
East Coast Asset Management August 2008 - Present
Fidelity Investments August 1998 - August 2008
Ameriprise Financial 1990 - 1998
Skills
401k, Financial Modeling, Hedge Funds
Education
University of Massachusetts, Amherst 1980 — 1985
Gloucester High School
Gloucester High School
Gloucester High School
East Coast Asset Management August 2008 - Present
Fidelity Investments August 1998 - August 2008
Ameriprise Financial 1990 - 1998
Skills
401k, Financial Modeling, Hedge Funds
Education
University of Massachusetts, Amherst 1980 — 1985
Gloucester High School
Gloucester High School
Gloucester High School
David Mathes's Fidelity Investments Experience January 2010 - Present
Job Data Consultant/Project Manager
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments April 2007 - February 2009
Lionbridge 2009 - 2009
Fidelity Investments December 2004 - March 2007
Fidelity Investments March 2003 - December 2004
Fidelity Investments January 2000 - February 2003
Skills
Project Management, Web Design, Requirements Gathering, Requirements Analysis, Business Requirements, Dependable Team Player
Education
University of Massachusetts, Amherst 1987 — 1992
BS, General Business and Finance
Fidelity Investments January 2010 - Present
Fidelity Investments April 2007 - February 2009
Lionbridge 2009 - 2009
Fidelity Investments December 2004 - March 2007
Fidelity Investments March 2003 - December 2004
Fidelity Investments January 2000 - February 2003
Skills
Project Management, Web Design, Requirements Gathering, Requirements Analysis, Business Requirements, Dependable Team Player
Education
University of Massachusetts, Amherst 1987 — 1992
BS, General Business and Finance
Bethany (Roe) O'Callaghan's Fidelity Investments Experience June 2014 - Present
Job Vice President, Portfolio Advisory Services Managed Accounts Product Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments 2010 - Present
SIFMA 2004 - 2013
Fidelity Investments 2005 - 2010
Fidelity Investments 2001 - 2004
Ciavarra Design 1999 - 2001
Warren Impact Industries 1998 - 1999
Talbots 1998 - 1999
Ja Toutue Fashionale 1995 - 1998
Skills
Product Management, Management, Vendor Management, Mutual Funds, Risk Management, Strategy, Portfolio Management, Business Analysis, Product Development, Competitive Analysis, Strategic Planning, Banking, Wealth Management, Marketing Strategy, Process Improvement, Executive Management, Cross-functional Team..., Business Strategy, Marketing Communications, Program Management, Product Marketing, Customer Relations, Asset Management, Process Engineering, Strategy Development, Mergers, Management Consulting, Product Strategy, P&L Management, Financial Analysis, Team Building, Market Research, Change Management, Business Planning, Online Marketing, Business Management, Team Leadership, Credit Cards, Internet Banking, Cross Selling, Analytics
Education
University of Massachusetts, Amherst 1993 — 1997
Fidelity Investments June 2014 - Present
Fidelity Investments 2010 - Present
SIFMA 2004 - 2013
Fidelity Investments 2005 - 2010
Fidelity Investments 2001 - 2004
Ciavarra Design 1999 - 2001
Warren Impact Industries 1998 - 1999
Talbots 1998 - 1999
Ja Toutue Fashionale 1995 - 1998
Skills
Product Management, Management, Vendor Management, Mutual Funds, Risk Management, Strategy, Portfolio Management, Business Analysis, Product Development, Competitive Analysis, Strategic Planning, Banking, Wealth Management, Marketing Strategy, Process Improvement, Executive Management, Cross-functional Team..., Business Strategy, Marketing Communications, Program Management, Product Marketing, Customer Relations, Asset Management, Process Engineering, Strategy Development, Mergers, Management Consulting, Product Strategy, P&L Management, Financial Analysis, Team Building, Market Research, Change Management, Business Planning, Online Marketing, Business Management, Team Leadership, Credit Cards, Internet Banking, Cross Selling, Analytics
Education
University of Massachusetts, Amherst 1993 — 1997
Alan Kennedy's Fidelity Investments Experience 2000 - 2006
Job Senior DSR Dedicated Setup Representative
Industry Information Technology and Services
Experience
HubSpot July 2012 - Present
Compassionate Friends TCF 2004 - Present
KTKsound Services 1985 - Present
HubSpot March 2009 - July 2012
Akamai Technologies May 2006 - November 2008
Fidelity Investments 2000 - 2006
Pilot Software 1997 - 2000
Bachman Information Systems 1994 - 1997
Pilot Software June 1987 - September 1994
McCormack & Dodge 1983 - 1987
Skills
Live Sound, Linux, Software Development, Troubleshooting, Sound, SaaS, Perl, Audio Engineering, Enterprise Software, Website Development, Testing, Unix, Salesforce.com, Operating Systems, Cloud Computing, Audio System Design, Software Documentation, OS X, Digital Recording, Sound Reinforcement, Databases, Blogging, Web Services, Security, Live Recording, Digital Consoles, Equipment Setup, Mix Engineer, Live Events, SEO, Technical Support, Software Engineering, Web Applications, E-commerce, Recording, Web Development, Management, Quality Assurance, Pro Tools, Integration, HTML, yamaha ls9, Professional Audio, Apache, Python, Mobile Devices, Windows, Networking, XML, Stagecraft
Education
University of Massachusetts, Amherst 1973 — 1977
Engineering and Communication
HubSpot July 2012 - Present
Compassionate Friends TCF 2004 - Present
KTKsound Services 1985 - Present
HubSpot March 2009 - July 2012
Akamai Technologies May 2006 - November 2008
Fidelity Investments 2000 - 2006
Pilot Software 1997 - 2000
Bachman Information Systems 1994 - 1997
Pilot Software June 1987 - September 1994
McCormack & Dodge 1983 - 1987
Skills
Live Sound, Linux, Software Development, Troubleshooting, Sound, SaaS, Perl, Audio Engineering, Enterprise Software, Website Development, Testing, Unix, Salesforce.com, Operating Systems, Cloud Computing, Audio System Design, Software Documentation, OS X, Digital Recording, Sound Reinforcement, Databases, Blogging, Web Services, Security, Live Recording, Digital Consoles, Equipment Setup, Mix Engineer, Live Events, SEO, Technical Support, Software Engineering, Web Applications, E-commerce, Recording, Web Development, Management, Quality Assurance, Pro Tools, Integration, HTML, yamaha ls9, Professional Audio, Apache, Python, Mobile Devices, Windows, Networking, XML, Stagecraft
Education
University of Massachusetts, Amherst 1973 — 1977
Engineering and Communication
Matt Hogan's Fidelity Investments Experience November 2011 - June 2013
Job Account Executive
Industry Staffing and Recruiting
Experience
Bullhorn January 2015 - Present
RBS Markets & International Banking June 2013 - January 2015
Fidelity Investments November 2011 - June 2013
The Bank of New York Mellon November 2009 - November 2011
The Bank of New York Mellon January 2009 - December 2009
State Street Global Advisors May 2008 - August 2008
Skills
Fixed Income, Finance, Portfolio Management, Equities, Sales, Bloomberg, Trading, Inside Sales, Salesforce.com, Software Sales, SaaS, Leadership
Education
University of Massachusetts, Amherst 2004 — 2008
B.A., Economics
Bullhorn January 2015 - Present
RBS Markets & International Banking June 2013 - January 2015
Fidelity Investments November 2011 - June 2013
The Bank of New York Mellon November 2009 - November 2011
The Bank of New York Mellon January 2009 - December 2009
State Street Global Advisors May 2008 - August 2008
Skills
Fixed Income, Finance, Portfolio Management, Equities, Sales, Bloomberg, Trading, Inside Sales, Salesforce.com, Software Sales, SaaS, Leadership
Education
University of Massachusetts, Amherst 2004 — 2008
B.A., Economics
Ann Marie Mulvihill, PMP's Fidelity Investments Experience 2004 - 2009
Job Project Manager at Tufts Health Plan
Industry Information Technology and Services
Experience
Tufts Health Plan June 2010 - Present
Dana-Farber Cancer Institute May 2009 - June 2010
Osprey Software & Systems December 2009 - April 2010
Fidelity Investments 2004 - 2009
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1984 - 1996
Skills
SDLC, Business Analysis, Process Improvement, Vendor Management, Program Management, Project Management, Management, IT Strategy, Cross-functional Team..., Strategy
Education
University of Massachusetts, Amherst 1979 — 1982
BA, Mathematics and Business
Tufts Health Plan June 2010 - Present
Dana-Farber Cancer Institute May 2009 - June 2010
Osprey Software & Systems December 2009 - April 2010
Fidelity Investments 2004 - 2009
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1984 - 1996
Skills
SDLC, Business Analysis, Process Improvement, Vendor Management, Program Management, Project Management, Management, IT Strategy, Cross-functional Team..., Strategy
Education
University of Massachusetts, Amherst 1979 — 1982
BA, Mathematics and Business
Bob Dugdale's Fidelity Investments Experience January 2001 - July 2010
Job Regional Sales Consultant at TriNet
Industry Financial Services
Experience
TriNet June 2014 - Present
Symphony Payroll Solutions June 2011 - June 2014
Paychex June 2010 - June 2011
Fidelity Investments January 2001 - July 2010
Fidelity Investments May 1999 - November 2001
Fidelity Investments October 1998 - May 1999
Fidelity Investments December 1997 - September 1998
Fidelity Investments October 1996 - December 1997
Fidelity Investments July 1994 - September 1996
Fidelity Investments August 1992 - July 1994
Skills
CRM, Employee Benefits, Sales, Payroll, Employee Relations, Customer Service, Time Management, 401k, Team Building, Performance Management, Account Management, Sales Operations, Microsoft Office, Management, Nonprofits, Non-profit..., Human Resources, Human Capital Management, Leadership, Benefits Administration, HRIS, Customer Retention, Onboarding, Strategic Planning, Insurance, Process Improvement
Education
University of Massachusetts, Amherst
TriNet June 2014 - Present
Symphony Payroll Solutions June 2011 - June 2014
Paychex June 2010 - June 2011
Fidelity Investments January 2001 - July 2010
Fidelity Investments May 1999 - November 2001
Fidelity Investments October 1998 - May 1999
Fidelity Investments December 1997 - September 1998
Fidelity Investments October 1996 - December 1997
Fidelity Investments July 1994 - September 1996
Fidelity Investments August 1992 - July 1994
Skills
CRM, Employee Benefits, Sales, Payroll, Employee Relations, Customer Service, Time Management, 401k, Team Building, Performance Management, Account Management, Sales Operations, Microsoft Office, Management, Nonprofits, Non-profit..., Human Resources, Human Capital Management, Leadership, Benefits Administration, HRIS, Customer Retention, Onboarding, Strategic Planning, Insurance, Process Improvement
Education
University of Massachusetts, Amherst
Lisa Murrman's Fidelity Investments Experience September 2004 - May 2009
Job Benefits, HR & Customer Service Professional
Industry Human Resources
Experience
UMass Medical School October 2012 - February 2015
UMass Memorial Medical Center October 2009 - January 2010
Fidelity Investments September 2004 - May 2009
Fidelity Investments September 1999 - September 2004
JCPenney September 1996 - September 1999
JCPenney August 1994 - August 1996
Kinkade & Dillon Insurance Agency June 1992 - August 1994
Skills
Payroll, Employee Benefits, Teamwork, Customer Service, Strategic Planning, Human Resources, Time Management, Insurance, Management, Process Improvement, Policy, Training, Program Management, Access, Administration
Education
University of Massachusetts, Amherst 1981 — 1983
Communications
Clinton High School 1976 — 1981
Diploma
UMass Medical School October 2012 - February 2015
UMass Memorial Medical Center October 2009 - January 2010
Fidelity Investments September 2004 - May 2009
Fidelity Investments September 1999 - September 2004
JCPenney September 1996 - September 1999
JCPenney August 1994 - August 1996
Kinkade & Dillon Insurance Agency June 1992 - August 1994
Skills
Payroll, Employee Benefits, Teamwork, Customer Service, Strategic Planning, Human Resources, Time Management, Insurance, Management, Process Improvement, Policy, Training, Program Management, Access, Administration
Education
University of Massachusetts, Amherst 1981 — 1983
Communications
Clinton High School 1976 — 1981
Diploma
Caroline Moran's Fidelity Investments Experience 1988 - 1993
Job Senior Meeting Planner at MasterCard
Industry Events Services
Experience
MasterCard June 1999 - Present
Massachusetts Financial Services 1993 - 1995
Fidelity Investments 1988 - 1993
Skills
Budget Management, Conferences, Contract Negotiations, Special Events, Event Planning, Event Management, Vendor Relations, Budgeting, Customer Service, Marketing Strategy, Budgets, Contract Negotiation, Marketing, Corporate Events, Hospitality, Leadership, Trade Shows, Meeting Planning, Strategic Planning, Events, Social Media Marketing, Hotels, Public Relations, Social Media, Marketing Communications, Email Marketing, Product Marketing, Advertising, Online Marketing, Management, Vendor Management, Account Management, Sponsorship, Project Management, Tourism
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Communications
Clarkstown High School South 1979 — 1983
MasterCard June 1999 - Present
Massachusetts Financial Services 1993 - 1995
Fidelity Investments 1988 - 1993
Skills
Budget Management, Conferences, Contract Negotiations, Special Events, Event Planning, Event Management, Vendor Relations, Budgeting, Customer Service, Marketing Strategy, Budgets, Contract Negotiation, Marketing, Corporate Events, Hospitality, Leadership, Trade Shows, Meeting Planning, Strategic Planning, Events, Social Media Marketing, Hotels, Public Relations, Social Media, Marketing Communications, Email Marketing, Product Marketing, Advertising, Online Marketing, Management, Vendor Management, Account Management, Sponsorship, Project Management, Tourism
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Communications
Clarkstown High School South 1979 — 1983
Alexander Gurin's Fidelity Investments Experience April 2005 - December 2007
Job Financial Consultant at Citizens Financial
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
E*TRADE Financial July 2011 - November 2014
T. Rowe Price April 2008 - June 2011
Fidelity Investments April 2005 - December 2007
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Asset Management, Fixed Income, Series 63, Equities, Alternative Investments, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Retirement Planning, Securities, Hedge Funds, Bloomberg, Valuation, Financial Modeling
Education
University of Massachusetts, Amherst 1997 — 2002
BA, Economics
University of Massachusetts, Amherst 1997 — 2002
Bachelor of Arts (BA), Economics
Citizens Financial Group, Inc. November 2014 - Present
E*TRADE Financial July 2011 - November 2014
T. Rowe Price April 2008 - June 2011
Fidelity Investments April 2005 - December 2007
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Asset Management, Fixed Income, Series 63, Equities, Alternative Investments, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Retirement Planning, Securities, Hedge Funds, Bloomberg, Valuation, Financial Modeling
Education
University of Massachusetts, Amherst 1997 — 2002
BA, Economics
University of Massachusetts, Amherst 1997 — 2002
Bachelor of Arts (BA), Economics
Caroline Gagan, CSP's Fidelity Investments Experience February 1987 - June 1988
Job Strategic Senior Business Development Manager, Visionary Staffing Solutions Specialist
Industry Staffing and Recruiting
Experience
CoWorx Staffing Services LLC October 2011 - Present
Office Depot June 1988 - January 2001
Fidelity Investments February 1987 - June 1988
Skills
Customer Relations, Negotiation, Problem Solving, Cold Calling, Sales Management, Account Management, New Business Development, Team Building, Customer Service, Contract Negotiation, Interviewing, Sales Process, Strategic Planning, Direct Sales, Sourcing, Employee Relations, Microsoft Office, Technical Recruiting, Administration, Solution Selling, Social Media, Advertising, Talent Acquisition, PowerPoint, Outlook, Team Leadership, Marketing Strategy, Performance Management, Word, Fundraising, Sales Operations, Selling, B2B, Consultative Selling, Contract Negotiations, Key Account Management, Customer Satisfaction, Customer Retention, Sales Presentations, Business Strategy, Salesforce.com, Lead Generation, Social Networking, Manufacturing, Event Planning, Territory, Social Media Marketing, Proposal Writing, Marketing Communications, Operations Management
Education
University of Massachusetts, Amherst 1982 — 1986
B.A
Dean Jr. College 1982 — 1983
Bachelor of Arts (BA)
Winchester High School 1977 — 1981
High School Diploma
CoWorx Staffing Services LLC October 2011 - Present
Office Depot June 1988 - January 2001
Fidelity Investments February 1987 - June 1988
Skills
Customer Relations, Negotiation, Problem Solving, Cold Calling, Sales Management, Account Management, New Business Development, Team Building, Customer Service, Contract Negotiation, Interviewing, Sales Process, Strategic Planning, Direct Sales, Sourcing, Employee Relations, Microsoft Office, Technical Recruiting, Administration, Solution Selling, Social Media, Advertising, Talent Acquisition, PowerPoint, Outlook, Team Leadership, Marketing Strategy, Performance Management, Word, Fundraising, Sales Operations, Selling, B2B, Consultative Selling, Contract Negotiations, Key Account Management, Customer Satisfaction, Customer Retention, Sales Presentations, Business Strategy, Salesforce.com, Lead Generation, Social Networking, Manufacturing, Event Planning, Territory, Social Media Marketing, Proposal Writing, Marketing Communications, Operations Management
Education
University of Massachusetts, Amherst 1982 — 1986
B.A
Dean Jr. College 1982 — 1983
Bachelor of Arts (BA)
Winchester High School 1977 — 1981
High School Diploma
Benjamin Marchant's Fidelity Investments Experience July 2015 - Present
Job HR Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments June 2013 - Present
Fidelity Investments May 2012 - June 2013
Fidelity Investments March 2010 - May 2012
Fidelity Investments July 2007 - February 2010
Fidelity Investments June 2005 - July 2007
Skills
Business Process..., Process Improvement, Auditing, Treasury Services, Account Reconciliation, Banking, Tax, Cash Management, General Ledger, Payroll Taxes, Accounts Payable &..., Operational Efficiency, Business Requirements, Business Analysis, Microsoft Office, Management, Analysis, Data Analysis, Microsoft Excel, Financial Analysis, Financial Services
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA
University of Massachusetts, Amherst 2003 — 2005
Bachelor of Arts, Political Science
Fidelity Investments July 2015 - Present
Fidelity Investments June 2013 - Present
Fidelity Investments May 2012 - June 2013
Fidelity Investments March 2010 - May 2012
Fidelity Investments July 2007 - February 2010
Fidelity Investments June 2005 - July 2007
Skills
Business Process..., Process Improvement, Auditing, Treasury Services, Account Reconciliation, Banking, Tax, Cash Management, General Ledger, Payroll Taxes, Accounts Payable &..., Operational Efficiency, Business Requirements, Business Analysis, Microsoft Office, Management, Analysis, Data Analysis, Microsoft Excel, Financial Analysis, Financial Services
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA
University of Massachusetts, Amherst 2003 — 2005
Bachelor of Arts, Political Science
Amy Griffeth's Fidelity Investments Experience April 2003 - December 2004
Job Sr. Manager, Marketing Communications at EMC
Industry Public Relations and Communications
Experience
EMC July 2015 - Present
EMC October 2012 - July 2015
Textron January 2009 - September 2012
Textron January 2008 - December 2008
MassMutual January 2005 - December 2007
Fidelity Investments April 2003 - December 2004
Skills
Internal Communications, Financial Communications, Corporate Communications, Strategic Communications, Marketing Communications, Communications Planning, Newsletters, Content Management, Integrated Marketing, Management, Creative Direction, Project Management, Marketing, Copywriting, Corporate Branding, Email Marketing, Digital Marketing, Speech Writing, Press Releases, Editing, Thought Leadership, Social Media Marketing, Reputation Management, Content Strategy, Copy Editing, Brand Development
Education
University of Massachusetts, Amherst 1994 — 1998
BA, English and history
EMC July 2015 - Present
EMC October 2012 - July 2015
Textron January 2009 - September 2012
Textron January 2008 - December 2008
MassMutual January 2005 - December 2007
Fidelity Investments April 2003 - December 2004
Skills
Internal Communications, Financial Communications, Corporate Communications, Strategic Communications, Marketing Communications, Communications Planning, Newsletters, Content Management, Integrated Marketing, Management, Creative Direction, Project Management, Marketing, Copywriting, Corporate Branding, Email Marketing, Digital Marketing, Speech Writing, Press Releases, Editing, Thought Leadership, Social Media Marketing, Reputation Management, Content Strategy, Copy Editing, Brand Development
Education
University of Massachusetts, Amherst 1994 — 1998
BA, English and history
Holli Amenkowicz's Fidelity Investments Experience March 2014 - July 2014
Job Marketing Consultant at Bank of America/Merrill Edge
Industry Marketing and Advertising
Experience
Bank of America, Merrill Edge July 2014 - Present
Fidelity Investments March 2014 - July 2014
Fidelity Investments January 2012 - March 2014
Northeast Transit Planning & Management Corporation May 2010 - December 2011
Mercer July 2009 - January 2010
Putnam Investments March 2002 - June 2009
Digitas Classic February 2000 - October 2001
Gradient Environmental Services June 1994 - January 2000
DATAQUEST Inc., A Gartner Group Company December 1993 - January 1994
Skills
Integrated Marketing, Strategy, Marketing, Market Research, Program Management, Project Management, Account Management, Budgets, Project Planning, Press Releases, Editing, Direct Mail, Analysis, Newsletters, Retirement, Marketing Communications, Retirement Planning, Standards Compliance, Agency Relations, Investment Banking, Collateral Materials..., Presentation Skills, Web Development, Email Marketing, Creative Campaign...
Education
University of Massachusetts, Amherst 1990 — 1994
B.A., Communications
Bank of America, Merrill Edge July 2014 - Present
Fidelity Investments March 2014 - July 2014
Fidelity Investments January 2012 - March 2014
Northeast Transit Planning & Management Corporation May 2010 - December 2011
Mercer July 2009 - January 2010
Putnam Investments March 2002 - June 2009
Digitas Classic February 2000 - October 2001
Gradient Environmental Services June 1994 - January 2000
DATAQUEST Inc., A Gartner Group Company December 1993 - January 1994
Skills
Integrated Marketing, Strategy, Marketing, Market Research, Program Management, Project Management, Account Management, Budgets, Project Planning, Press Releases, Editing, Direct Mail, Analysis, Newsletters, Retirement, Marketing Communications, Retirement Planning, Standards Compliance, Agency Relations, Investment Banking, Collateral Materials..., Presentation Skills, Web Development, Email Marketing, Creative Campaign...
Education
University of Massachusetts, Amherst 1990 — 1994
B.A., Communications
Brian Kaczmarek's Fidelity Investments Experience April 2012 - Present
Job Network Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2012 - Present
Wayne J. Griffin Electric, Inc. August 2006 - April 2012
Skills
Help Desk Support, VMware, Network Administration, Backup Exec, Norton Ghost, DNS, Networking, Active Directory, Microsoft Exchange, DHCP, Group Policy, Windows Server, Servers, Troubleshooting, Switches, Windows 7, Firewalls, Laptops, OS X, Symantec Endpoint..., Storage Area Networks, IT Management, Computer Hardware, Cisco Routers, VoIP, SCCM, Security, VMware ESX, Disaster Recovery, Routers, Cisco Technologies, VPN, System Administration, IT Service Management, Wireless Networking, Microsoft SQL Server, LAN-WAN, System Deployment, vSphere, Windows, Operating Systems, WSUS, Microsoft Certified..., Cisco IOS, Blackberry Enterprise...
Education
University of Massachusetts, Amherst 2002 — 2006
BS, Independent Concentration
Fidelity Investments April 2012 - Present
Wayne J. Griffin Electric, Inc. August 2006 - April 2012
Skills
Help Desk Support, VMware, Network Administration, Backup Exec, Norton Ghost, DNS, Networking, Active Directory, Microsoft Exchange, DHCP, Group Policy, Windows Server, Servers, Troubleshooting, Switches, Windows 7, Firewalls, Laptops, OS X, Symantec Endpoint..., Storage Area Networks, IT Management, Computer Hardware, Cisco Routers, VoIP, SCCM, Security, VMware ESX, Disaster Recovery, Routers, Cisco Technologies, VPN, System Administration, IT Service Management, Wireless Networking, Microsoft SQL Server, LAN-WAN, System Deployment, vSphere, Windows, Operating Systems, WSUS, Microsoft Certified..., Cisco IOS, Blackberry Enterprise...
Education
University of Massachusetts, Amherst 2002 — 2006
BS, Independent Concentration
Todd Marvin's Fidelity Investments Experience 1995 - 2009
Job Director Learning and Development
Industry Human Resources
Experience
Agero, Inc. December 2014 - Present
Staples February 2013 - July 2014
Staples December 2009 - February 2013
Fidelity Investments 1995 - 2009
Fidelity Invesments 2000 - 2002
Skills
Instructional Design, Performance Management, Coaching, Organizational..., Process Improvement, Leadership, Leadership Development, Change Management, Team Building, Business Analysis, Technical Writing, Instructor-led Training, Learning Transformation, Social Learning, Performance Consulting, Distance Learning, Talent Management, Performance Improvement, Needs Analysis, Training, Training Delivery, Learning Management, Succession Planning, Blended Learning, Workshop Facilitation, E-Learning, Onboarding, Employee Training, Strategy, Management, Program Management, Staff Development, Strategic Planning, Learning Management..., Project Management, Consulting, Training & Development
Education
University of Massachusetts, Amherst
Agero, Inc. December 2014 - Present
Staples February 2013 - July 2014
Staples December 2009 - February 2013
Fidelity Investments 1995 - 2009
Fidelity Invesments 2000 - 2002
Skills
Instructional Design, Performance Management, Coaching, Organizational..., Process Improvement, Leadership, Leadership Development, Change Management, Team Building, Business Analysis, Technical Writing, Instructor-led Training, Learning Transformation, Social Learning, Performance Consulting, Distance Learning, Talent Management, Performance Improvement, Needs Analysis, Training, Training Delivery, Learning Management, Succession Planning, Blended Learning, Workshop Facilitation, E-Learning, Onboarding, Employee Training, Strategy, Management, Program Management, Staff Development, Strategic Planning, Learning Management..., Project Management, Consulting, Training & Development
Education
University of Massachusetts, Amherst
Matthew Paolillo's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Management, Finance, Customer Service, Time Management, Goal Oriented, Leadership, Financial Analysis, Risk Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Junior
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Management, Finance, Customer Service, Time Management, Goal Oriented, Leadership, Financial Analysis, Risk Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Junior
Amy Kearney Lowe's Fidelity Investments Experience January 2004 - March 2011
Job Human Resources Director at HR Access a divison of Fidelity Investments
Industry
Experience
HR Access a divison of Fidelity Investments March 2011 - Present
Fidelity investments January 2004 - March 2011
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
HR Access a divison of Fidelity Investments March 2011 - Present
Fidelity investments January 2004 - March 2011
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Woodline Mathurin's Fidelity Investments Experience September 2005 - September 2007
Job Corporate Accountant
Industry Financial Services
Experience
UniFirst Corporation 2012 - 2013
State Street September 2007 - September 2012
Fidelity Investments September 2005 - September 2007
Skills
French, Haitian Creole, Microsoft Excel, Microsoft Office, Problem Solving, Customer Service, Analysis, ISO, ADP Payroll, PowerPoint, Pivot Tables, Research, Financial Reporting, Financial Accounting, QuickBooks, Access, Oracle, PeopleSoft, Multi Tasking, Multilingual, Mutual Funds, Internal Audit
Education
University of Massachusetts at Lowell
Bachelor's degree, Finance and Management
UniFirst Corporation 2012 - 2013
State Street September 2007 - September 2012
Fidelity Investments September 2005 - September 2007
Skills
French, Haitian Creole, Microsoft Excel, Microsoft Office, Problem Solving, Customer Service, Analysis, ISO, ADP Payroll, PowerPoint, Pivot Tables, Research, Financial Reporting, Financial Accounting, QuickBooks, Access, Oracle, PeopleSoft, Multi Tasking, Multilingual, Mutual Funds, Internal Audit
Education
University of Massachusetts at Lowell
Bachelor's degree, Finance and Management
Andrew Solari's Fidelity Investments Experience March 2006 - June 2008
Job
Industry
Experience
Dillon Consulting Group, LLC (DCG) August 2009 - Present
J.M. Dillon (Now DCG) June 2008 - August 2009
Fidelity Investments March 2006 - June 2008
MFS Investment Management February 1999 - March 2006
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor's Degree
Dillon Consulting Group, LLC (DCG) August 2009 - Present
J.M. Dillon (Now DCG) June 2008 - August 2009
Fidelity Investments March 2006 - June 2008
MFS Investment Management February 1999 - March 2006
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor's Degree
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank