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
Jeanna Peirano Jeanna Peirano's Fidelity Investments Experience March 2013 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Redwood High
Fidelity Investments March 2013 - Present
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Redwood High
James LaCrosse James LaCrosse's Fidelity Investments Experience January 2007 - June 2008
Job Principal Planner Waltham Planning Dept.
Industry Government Administration
Experience
City of Waltham, MA July 2008 - Present
Fidelity Investments January 2007 - June 2008
Paul Finger Associates May 2005 - November 2005
Skills
Community Development, Construction Management, Project Management, Project Planning, Proposal Writing
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science, Landscape Architecture
Waltham Senior High School 1997 — 2001
City of Waltham, MA July 2008 - Present
Fidelity Investments January 2007 - June 2008
Paul Finger Associates May 2005 - November 2005
Skills
Community Development, Construction Management, Project Management, Project Planning, Proposal Writing
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science, Landscape Architecture
Waltham Senior High School 1997 — 2001
Jeffrey Caron's Fidelity Investments Experience April 2008 - January 2013
Job Finance & Operations at Pingup
Industry Computer Software
Experience
Pingup March 2013 - Present
UReserv December 2013 - August 2014
Fidelity Investments April 2008 - January 2013
Independence Capital Asset Partners June 2006 - March 2008
Skills
Financial Modeling, Valuation, Investments, Equities, Portfolio Management, Equity Research, Finance, Financial Analysis, Bloomberg, Asset Management
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Pingup March 2013 - Present
UReserv December 2013 - August 2014
Fidelity Investments April 2008 - January 2013
Independence Capital Asset Partners June 2006 - March 2008
Skills
Financial Modeling, Valuation, Investments, Equities, Portfolio Management, Equity Research, Finance, Financial Analysis, Bloomberg, Asset Management
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Ethan Tran, PMP Ethan Tran, PMP's Fidelity Investments Experience 1997 - 1999
Job Project Planner/Scheduler
Industry Information Technology and Services
Experience
Ann Interactive July 2014 - Present
NATIONAL MEDIA PRODUCTIONS (Galaxy Media / Chao Viet Nam Film / VietComFilm / Chang Phuong Films) 2007 - 2014
WHEELHOUSE CORPORATION 2000 - 2002
NEXDYNE INTERACTIVE SOLUTIONS 1998 - 2000
Fidelity Investments 1997 - 1999
Electronic Data Systems 1995 - 1997
Skills
Primavera P6, MS Project, Vignette, Epiphany, JDeveloper, SQL*Plus, JRun, Java, JavaScript, COBOLII, C++
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's Degree, Operation Management
Ann Interactive July 2014 - Present
NATIONAL MEDIA PRODUCTIONS (Galaxy Media / Chao Viet Nam Film / VietComFilm / Chang Phuong Films) 2007 - 2014
WHEELHOUSE CORPORATION 2000 - 2002
NEXDYNE INTERACTIVE SOLUTIONS 1998 - 2000
Fidelity Investments 1997 - 1999
Electronic Data Systems 1995 - 1997
Skills
Primavera P6, MS Project, Vignette, Epiphany, JDeveloper, SQL*Plus, JRun, Java, JavaScript, COBOLII, C++
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's Degree, Operation Management
Cheryl Allieri Cheryl Allieri's Fidelity Investments Experience January 2002 - June 2010
Job Attorney, Contracts and Technology Risk
Industry Information Technology and Services
Experience
Cheryl R. Allieri March 2012 - October 2013
Fidelity Investments January 2002 - June 2010
Fidelity Investments July 1998 - January 2002
Fidelity Investments November 1996 - June 1998
PaineWebber September 1995 - October 1996
Skills
Contract Negotiation, Risk Management, Risk Assessment, Information Technology, Technology Risk, Financial Services, FINRA, Investment Advisory...
Education
University of Miami School of Law 1991 — 1994
Doctor of Law (J.D.)
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Science (BS), Political Science
Cheryl R. Allieri March 2012 - October 2013
Fidelity Investments January 2002 - June 2010
Fidelity Investments July 1998 - January 2002
Fidelity Investments November 1996 - June 1998
PaineWebber September 1995 - October 1996
Skills
Contract Negotiation, Risk Management, Risk Assessment, Information Technology, Technology Risk, Financial Services, FINRA, Investment Advisory...
Education
University of Miami School of Law 1991 — 1994
Doctor of Law (J.D.)
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Science (BS), Political Science
Dennis McNeill's Fidelity Investments Experience August 2014 - Present
Job Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
University of Massachusetts October 2011 - May 2013
Fidelity Investments July 2012 - August 2012
Skills
Microsoft Office, Social Media, Communication, Content Strategy, Marketing, Computer Hardware, Writing, Mac OS X, Business Continuity, Disaster Recovery, Event Planning, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Fidelity Investments August 2014 - Present
University of Massachusetts October 2011 - May 2013
Fidelity Investments July 2012 - August 2012
Skills
Microsoft Office, Social Media, Communication, Content Strategy, Marketing, Computer Hardware, Writing, Mac OS X, Business Continuity, Disaster Recovery, Event Planning, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Jennifer Cavalieri Coppenrath Jennifer Cavalieri Coppenrath's Fidelity Investments Experience January 2004 - May 2005
Job Vice President at Cavalieri Construction Company, Inc.
Industry Construction
Experience
Cavalieri Construction Company, Inc. June 2005 - Present
Fidelity Investments January 2004 - May 2005
Skills
Project Management, Management, Contract Negotiation, Customer Service, New Business Development, Team Building
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Revere High School
Cavalieri Construction Company, Inc. June 2005 - Present
Fidelity Investments January 2004 - May 2005
Skills
Project Management, Management, Contract Negotiation, Customer Service, New Business Development, Team Building
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Revere High School
Dawn (Ingemi) Savoie Dawn (Ingemi) Savoie's Fidelity Investments Experience April 2015 - Present
Job Compliance Director, AntiMoney Laundering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments July 2011 - Present
Citizens Financial Group August 2006 - July 2011
Citizens Financial Group January 2002 - August 2006
Skills
AML, OFAC, KYC, Bank Secrecy Act, USA PATRIOT Act, Sanction, Operational Risk..., Risk Management, Enterprise Risk..., Financial Regulation, Fraud, Due Diligence, Operational Risk, Financial Risk, Regulations, Risk Assessment, FINRA, Financial Services, Business Process..., Securities, Banking, Anti Money Laundering
Education
University of Massachusetts, Amherst
Bachelor of Science, Management
Fidelity Investments April 2015 - Present
Fidelity Investments July 2011 - Present
Citizens Financial Group August 2006 - July 2011
Citizens Financial Group January 2002 - August 2006
Skills
AML, OFAC, KYC, Bank Secrecy Act, USA PATRIOT Act, Sanction, Operational Risk..., Risk Management, Enterprise Risk..., Financial Regulation, Fraud, Due Diligence, Operational Risk, Financial Risk, Regulations, Risk Assessment, FINRA, Financial Services, Business Process..., Securities, Banking, Anti Money Laundering
Education
University of Massachusetts, Amherst
Bachelor of Science, Management
Frank Randall Frank Randall's Fidelity Investments Experience November 2006 - May 2015
Job Field Sales Distribution of Retirement Plans and Services
Industry Financial Services
Experience
Brinker Capital May 2015 - Present
Fidelity Investments November 2006 - May 2015
Westborough Bank January 2005 - November 2006
Longfellow Sports Club June 2000 - September 2004
Wayland High School March 2000 - June 2000
Skills
Series 7, Series 63, Mutual Funds, 401k, Investments, Retirement Planning, Retirement, Asset Allocation, Financial Services, Investment Strategies, Leadership, Series 6, Sales, Securities
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Sports Management
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.)
Brinker Capital May 2015 - Present
Fidelity Investments November 2006 - May 2015
Westborough Bank January 2005 - November 2006
Longfellow Sports Club June 2000 - September 2004
Wayland High School March 2000 - June 2000
Skills
Series 7, Series 63, Mutual Funds, 401k, Investments, Retirement Planning, Retirement, Asset Allocation, Financial Services, Investment Strategies, Leadership, Series 6, Sales, Securities
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Sports Management
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.)
Christina Maguire Christina Maguire's Fidelity Investments Experience August 1990 - August 2005
Job VP, Governance Policy and Operations at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
BNY Mellon 2012 - 2014
UMass Amherst January 2010 - November 2012
Salem State College June 2008 - January 2010
Harvard University November 2006 - May 2008
Fidelity Investments August 1990 - August 2005
BoxGarden Billy January 1999 - December 2004
Skills
Planned Giving, Executive Pay, Proxy Voting, Corporate Governance, Fundraising, Non-profits, Philanthropy, Public Speaking, Event Planning, Higher Education, Grant Writing, Research, Stewardship, Strategic Planning, Community Outreach, Volunteer Management, Social Media, Editing, Event Management, Public Relations, Grants, Stock Compensation, Investments, Entrepreneurship, Program Development, Alumni Relations, Nonprofits, Community Development, Leadership Development, Strategy, Management, Board Development, Staff Development
Education
Harvard University Extension School 1998 — 1999
University of Massachusetts, Amherst 1983 — 1986
Bachelor of Arts (B.A.), Communications
BNY Mellon December 2012 - Present
BNY Mellon 2012 - 2014
UMass Amherst January 2010 - November 2012
Salem State College June 2008 - January 2010
Harvard University November 2006 - May 2008
Fidelity Investments August 1990 - August 2005
BoxGarden Billy January 1999 - December 2004
Skills
Planned Giving, Executive Pay, Proxy Voting, Corporate Governance, Fundraising, Non-profits, Philanthropy, Public Speaking, Event Planning, Higher Education, Grant Writing, Research, Stewardship, Strategic Planning, Community Outreach, Volunteer Management, Social Media, Editing, Event Management, Public Relations, Grants, Stock Compensation, Investments, Entrepreneurship, Program Development, Alumni Relations, Nonprofits, Community Development, Leadership Development, Strategy, Management, Board Development, Staff Development
Education
Harvard University Extension School 1998 — 1999
University of Massachusetts, Amherst 1983 — 1986
Bachelor of Arts (B.A.), Communications
Emmanuel Ortega Emmanuel Ortega's Fidelity Investments Experience February 2010 - January 2012
Job Data Analyst at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP April 2012 - Present
Fidelity Investments February 2010 - January 2012
United States Air Force April 2002 - April 2010
Fidelity Investments October 2008 - February 2010
Platinum Trading Group December 2007 - October 2008
State Street Global Advisors March 2007 - December 2007
State Street October 2006 - March 2007
State Street August 2005 - October 2006
Skills
Excel, Data Analysis, Bloomberg, Investments, PowerPoint, Microsoft Office, Financial Reporting, Customer Relations, Financial Markets, Word, Business Analysis, Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Wellington Management Company, LLP April 2012 - Present
Fidelity Investments February 2010 - January 2012
United States Air Force April 2002 - April 2010
Fidelity Investments October 2008 - February 2010
Platinum Trading Group December 2007 - October 2008
State Street Global Advisors March 2007 - December 2007
State Street October 2006 - March 2007
State Street August 2005 - October 2006
Skills
Excel, Data Analysis, Bloomberg, Investments, PowerPoint, Microsoft Office, Financial Reporting, Customer Relations, Financial Markets, Word, Business Analysis, Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Cristen Farrell Cristen Farrell's Fidelity Investments Experience November 1999 - October 2002
Job Family and Child Lifestyle Photographer
Industry Photography
Experience
Fidelity Investments November 1999 - October 2002
Sametz Blackstone Associates July 1997 - November 1999
Earle Palmer Brown April 1993 - April 1997
Skills
Portrait Photography, Wedding Photography
Education
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments November 1999 - October 2002
Sametz Blackstone Associates July 1997 - November 1999
Earle Palmer Brown April 1993 - April 1997
Skills
Portrait Photography, Wedding Photography
Education
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Janis Farrell Janis Farrell's Fidelity Investments Experience December 2003 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
Fidelity Investments October 1999 - October 2002
Siemens/IBM/ROLM January 1985 - October 1999
Chelsea Public Schools January 1975 - January 1985
Education
University of Massachusetts, Amherst 1970 — 1974
Fidelity Investments December 2003 - Present
Fidelity Investments October 1999 - October 2002
Siemens/IBM/ROLM January 1985 - October 1999
Chelsea Public Schools January 1975 - January 1985
Education
University of Massachusetts, Amherst 1970 — 1974
Dula Kumela Dula Kumela's Fidelity Investments Experience June 2002 - May 2004
Job Principal Engineering Manager at Microsoft
Industry Computer Software
Experience
Microsoft January 2011 - Present
Microsoft March 2010 - January 2011
Microsoft March 2005 - March 2010
EMC June 2004 - March 2005
University of Massachusetts September 2002 - May 2004
Fidelity Investments June 2002 - May 2004
Genuity January 2001 - August 2001
Skills
C#, Scripting, Distributed Systems, Test Automation, Java, Software Development, Project Planning, Software Project..., Windows, Design Patterns, Microsoft SQL Server, Object Oriented Design, UML, Performance Management, Performance Testing, Scalability Testing, Automated Software...
Education
University of Massachusetts, Amherst 2002 — 2004
MS, Computer Science
University of Massachusetts, Amherst 1999 — 2002
BS, Computer science
Microsoft January 2011 - Present
Microsoft March 2010 - January 2011
Microsoft March 2005 - March 2010
EMC June 2004 - March 2005
University of Massachusetts September 2002 - May 2004
Fidelity Investments June 2002 - May 2004
Genuity January 2001 - August 2001
Skills
C#, Scripting, Distributed Systems, Test Automation, Java, Software Development, Project Planning, Software Project..., Windows, Design Patterns, Microsoft SQL Server, Object Oriented Design, UML, Performance Management, Performance Testing, Scalability Testing, Automated Software...
Education
University of Massachusetts, Amherst 2002 — 2004
MS, Computer Science
University of Massachusetts, Amherst 1999 — 2002
BS, Computer science
Hannah Grutchfield, CEBS's Fidelity Investments Experience May 1997 - September 2004
Job Technical Pensions System Specialist at Diversified Investment Advisors
Industry Human Resources
Experience
Diversified Investment Advisors September 2004 - Present
Fidelity Investments May 1997 - September 2004
Education
University of Massachusetts, Amherst 1995 — 1999
BS, Math
Diversified Investment Advisors September 2004 - Present
Fidelity Investments May 1997 - September 2004
Education
University of Massachusetts, Amherst 1995 — 1999
BS, Math
Gail Kirkman Gail Kirkman's Fidelity Investments Experience December 1997 - November 2008
Job Equestrian at Raspberry Farm & Orchard Hill
Industry Financial Services
Experience
Self Employed January 2008 - Present
Fidelity Investments December 1997 - November 2008
Self-employed 1997 - 2008
Skills
Project management,..., general accounting, Database..., Database Applications
Education
University of Massachusetts, Amherst 1982 — 1990
Bachelor of Science (B.S.), Accounting and Business/Management
Self Employed January 2008 - Present
Fidelity Investments December 1997 - November 2008
Self-employed 1997 - 2008
Skills
Project management,..., general accounting, Database..., Database Applications
Education
University of Massachusetts, Amherst 1982 — 1990
Bachelor of Science (B.S.), Accounting and Business/Management
Eric Gould-Marian Eric Gould-Marian's Fidelity Investments Experience May 2001 - September 2001
Job Software Test Engineer at IBM
Industry Computer Software
Experience
IBM May 2014 - Present
uTest October 2012 - Present
IBM November 2003 - May 2014
University of Massachusetts Amherst September 2000 - May 2003
Fidelity Investments May 2001 - September 2001
Skills
Software Quality..., Customer Support, Java, Windows, Linux, Funtional Testing, Performance Testing, Test Suite Management, Eclipse, Android, Rational Performance..., Rational Functional..., Rational Quality Manager, Rational PurifyPlus, IBM AppScan Source..., Software Debugging, Kepner-Tregoe, Testing, Technical Support, Dedication to work
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Science (BS), Computer Systems Engineering, 3.73
IBM May 2014 - Present
uTest October 2012 - Present
IBM November 2003 - May 2014
University of Massachusetts Amherst September 2000 - May 2003
Fidelity Investments May 2001 - September 2001
Skills
Software Quality..., Customer Support, Java, Windows, Linux, Funtional Testing, Performance Testing, Test Suite Management, Eclipse, Android, Rational Performance..., Rational Functional..., Rational Quality Manager, Rational PurifyPlus, IBM AppScan Source..., Software Debugging, Kepner-Tregoe, Testing, Technical Support, Dedication to work
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Science (BS), Computer Systems Engineering, 3.73
Jarrad Smith Jarrad Smith's Fidelity Investments Experience 2012 - Present
Job Vice President, DC Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments January 2011 - January 2012
Fidelity Investments May 2007 - January 2011
Education
University of Massachusetts, Amherst 1995 — 1999
Fidelity Investments 2012 - Present
Fidelity Investments January 2011 - January 2012
Fidelity Investments May 2007 - January 2011
Education
University of Massachusetts, Amherst 1995 — 1999
Eric Caster, PMP Eric Caster, PMP's Fidelity Investments Experience January 2006 - February 2008
Job IT Project Manager
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts March 2012 - Present
Department of Education March 2011 - March 2012
BJ's Wholesale Club February 2009 - January 2011
Fidelity Investments January 2006 - February 2008
Fidelity Investments May 2000 - December 2005
Fidelity Investments July 1996 - May 2000
Fidelity Investments May 1995 - July 1996
Fidelity Investments August 1988 - May 1995
Skills
Software Project..., Infrastructure, Business Analysis, SDLC, Process Improvement, PMO, PMP, Consolidation, Project Management, Vendor Management, Program Management, Project Portfolio..., ITIL, Strategy, Requirements Gathering, Software Documentation, Integration, Data Center, Enterprise Software, Security, Cross-functional Team..., Disaster Recovery, Visio, Risk Management, Software Development, Requirements Analysis, IT Strategy, Stakeholder Management, Budgets, Management, Change Management, Business Planning, IT Operations, Collaboration, Enterprise Architecture, IT Management
Education
University of Massachusetts, Amherst 1972 — 1976
BA, Finance & Economics
Commonwealth of Massachusetts March 2012 - Present
Department of Education March 2011 - March 2012
BJ's Wholesale Club February 2009 - January 2011
Fidelity Investments January 2006 - February 2008
Fidelity Investments May 2000 - December 2005
Fidelity Investments July 1996 - May 2000
Fidelity Investments May 1995 - July 1996
Fidelity Investments August 1988 - May 1995
Skills
Software Project..., Infrastructure, Business Analysis, SDLC, Process Improvement, PMO, PMP, Consolidation, Project Management, Vendor Management, Program Management, Project Portfolio..., ITIL, Strategy, Requirements Gathering, Software Documentation, Integration, Data Center, Enterprise Software, Security, Cross-functional Team..., Disaster Recovery, Visio, Risk Management, Software Development, Requirements Analysis, IT Strategy, Stakeholder Management, Budgets, Management, Change Management, Business Planning, IT Operations, Collaboration, Enterprise Architecture, IT Management
Education
University of Massachusetts, Amherst 1972 — 1976
BA, Finance & Economics
Hugo Schieck Hugo Schieck's Fidelity Investments Experience 2005 - 2010
Job Principal Software Developer at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance October 2010 - Present
Fidelity Investments 2005 - 2010
Skills
SQL, Teradata Data Warehouse, Informatica, Business Intelligence, Data Warehouse..., GoldenGate, Data Analytics, Splunk, Hadoop, Data Warehousing, SDLC, ETL, Teradata, Data Integration, Jenkins, Artifactory, Rational Team Concert
Education
University of Massachusetts, Amherst 2001 — 2004
Bachelor of Science (BS), Economics
Liberty Mutual Insurance October 2010 - Present
Fidelity Investments 2005 - 2010
Skills
SQL, Teradata Data Warehouse, Informatica, Business Intelligence, Data Warehouse..., GoldenGate, Data Analytics, Splunk, Hadoop, Data Warehousing, SDLC, ETL, Teradata, Data Integration, Jenkins, Artifactory, Rational Team Concert
Education
University of Massachusetts, Amherst 2001 — 2004
Bachelor of Science (BS), Economics
Gregory J Whelan, CFP® Gregory J Whelan, CFP®'s Fidelity Investments Experience July 2011 - Present
Job Vice President, Regional Coaching Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments July 2007 - June 2011
Fidelity Investments June 2006 - June 2007
Fidelity Investments April 2003 - June 2006
Fidelity Investments December 2001 - March 2003
Fidelity Investments May 2000 - November 2001
Fidelity Investments January 1999 - April 2000
Fidelity Investments July 1997 - December 1998
Fidelity Investments October 1995 - June 1997
Eaton Vance June 1994 - October 1995
Skills
Series 7, Investments, Series 63, Financial Services, 401k, Mutual Funds, Retirement, Asset Allocation, Insurance, Retirement Planning, Wealth Management, Investment Advisory, FINRA
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Interpersonal Relations & Social Issues (BDIC)
Fidelity Investments July 2011 - Present
Fidelity Investments July 2007 - June 2011
Fidelity Investments June 2006 - June 2007
Fidelity Investments April 2003 - June 2006
Fidelity Investments December 2001 - March 2003
Fidelity Investments May 2000 - November 2001
Fidelity Investments January 1999 - April 2000
Fidelity Investments July 1997 - December 1998
Fidelity Investments October 1995 - June 1997
Eaton Vance June 1994 - October 1995
Skills
Series 7, Investments, Series 63, Financial Services, 401k, Mutual Funds, Retirement, Asset Allocation, Insurance, Retirement Planning, Wealth Management, Investment Advisory, FINRA
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Interpersonal Relations & Social Issues (BDIC)
Doug Hartley CIMA® Doug Hartley CIMA®'s Fidelity Investments Experience August 2008 - Present
Job Director, Regional Investment Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2008 - Present
Fidelity Investments November 2005 - August 2008
Skills
Investments, Series 63, Mutual Funds, Series 7, Series 24, Series 51, 401k, Retirement Planning, Business Planning, Goal Setting, Career Development, CIMA
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's Degree, Economics
Fidelity Investments August 2008 - Present
Fidelity Investments November 2005 - August 2008
Skills
Investments, Series 63, Mutual Funds, Series 7, Series 24, Series 51, 401k, Retirement Planning, Business Planning, Goal Setting, Career Development, CIMA
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's Degree, Economics
Cristiam Lopez's Fidelity Investments Experience May 2014 - Present
Job Director Offshore Distribution at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments January 2011 - January 2012
MFS Investment Management February 2006 - December 2010
Skills
Mutual Funds, Offshore, Distribution, Banking, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Massachusetts, Amherst
Economics
Fidelity Investments May 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments January 2011 - January 2012
MFS Investment Management February 2006 - December 2010
Skills
Mutual Funds, Offshore, Distribution, Banking, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Massachusetts, Amherst
Economics
Daniel Gereb's Fidelity Investments Experience January 2015 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2015 - Present
US Air Force Reserve June 2010 - July 2015
Pegasystems June 2014 - January 2015
UMass W.E.B. Du Boise Library September 2011 - December 2014
Skills
Java, Software Development, Time Management, C++, C, HTML, Eclipse, Refactoring, Software Design Patterns, Formal Logic, Scrum, Spring Framework, REST, .NET, SQL
Education
University of Massachusetts, Amherst 2010 — 2015
Bachelor of Arts (BA), Double major in Computer Science and Philosophy, GPA : 3.35
Fidelity Investments January 2015 - Present
US Air Force Reserve June 2010 - July 2015
Pegasystems June 2014 - January 2015
UMass W.E.B. Du Boise Library September 2011 - December 2014
Skills
Java, Software Development, Time Management, C++, C, HTML, Eclipse, Refactoring, Software Design Patterns, Formal Logic, Scrum, Spring Framework, REST, .NET, SQL
Education
University of Massachusetts, Amherst 2010 — 2015
Bachelor of Arts (BA), Double major in Computer Science and Philosophy, GPA : 3.35
James Fenney James Fenney's Fidelity Investments Experience 2011 - Present
Job Benefits Consulting Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments 2007 - 2012
Skills
Retirement, 401k
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.)
Fidelity Investments 2011 - Present
Fidelity Investments 2007 - 2012
Skills
Retirement, 401k
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.)
Chi Oh Chi Oh's Fidelity Investments Experience May 2012 - August 2012
Job Software Developer and loving it
Industry Computer Software
Experience
CourseHorse June 2015 - Present
Broadridge (Acquired TwoFour) January 2015 - June 2015
TwoFour August 2013 - December 2014
Fidelity Investments May 2012 - August 2012
Skills
HTML, Java, SQL, C#, Android Development, C++, Data Analysis, Relational Databases, JavaScript, VBA, VB.NET, Microsoft Office, Microsoft Excel, CSS, Visual Basic, Eclipse, Software Development
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Science (B.S.), Computer Science
University of Pittsburgh 2007 — 2011
Mathematics and Philosophy
CourseHorse June 2015 - Present
Broadridge (Acquired TwoFour) January 2015 - June 2015
TwoFour August 2013 - December 2014
Fidelity Investments May 2012 - August 2012
Skills
HTML, Java, SQL, C#, Android Development, C++, Data Analysis, Relational Databases, JavaScript, VBA, VB.NET, Microsoft Office, Microsoft Excel, CSS, Visual Basic, Eclipse, Software Development
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Science (B.S.), Computer Science
University of Pittsburgh 2007 — 2011
Mathematics and Philosophy
Christina Gray Christina Gray's Fidelity Investments Experience May 2009 - September 2009
Job Sales Account Manager at Blue Jeans Network
Industry Information Technology and Services
Experience
Blue Jeans Network February 2015 - Present
EMC January 2014 - September 2014
EMC April 2013 - February 2014
EMC July 2011 - April 2013
Fidelity Investments May 2009 - September 2009
Skills
Fluent in Portuguese, Sales, Solution Selling, Channel Sales, Virtualization, SaaS, Cloud Computing, Storage, Salesforce.com, Channel Partners, Professional Services, Direct Sales, Enterprise Software, Pre-sales, Software Industry, Sales Process, Management, Account Management
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Blue Jeans Network February 2015 - Present
EMC January 2014 - September 2014
EMC April 2013 - February 2014
EMC July 2011 - April 2013
Fidelity Investments May 2009 - September 2009
Skills
Fluent in Portuguese, Sales, Solution Selling, Channel Sales, Virtualization, SaaS, Cloud Computing, Storage, Salesforce.com, Channel Partners, Professional Services, Direct Sales, Enterprise Software, Pre-sales, Software Industry, Sales Process, Management, Account Management
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Emily Damiano Emily Damiano's Fidelity Investments Experience July 2014 - Present
Job Senior Director Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments September 2012 - July 2014
Fidelity Investments September 2008 - September 2012
Fidelity Investments October 2007 - September 2008
Skills
Series 7, Series 63, Series 65, Series 9, Series 10
Education
University of Massachusetts, Amherst
Bachelor's degree, Sports Management
Fidelity Investments July 2014 - Present
Fidelity Investments September 2012 - July 2014
Fidelity Investments September 2008 - September 2012
Fidelity Investments October 2007 - September 2008
Skills
Series 7, Series 63, Series 65, Series 9, Series 10
Education
University of Massachusetts, Amherst
Bachelor's degree, Sports Management
Casey Sweeney's Fidelity Investments Experience June 2014 - April 2015
Job Investment Accounting Specialist at Latham & Watkins
Industry Financial Services
Experience
Latham & Watkins July 2015 - Present
Lattie Malanga Libertino LLP May 2015 - July 2015
Fidelity Investments June 2014 - April 2015
University of Massachusetts Amherst January 2014 - April 2014
DeMoulas Market Basket January 2007 - January 2011
Skills
Customer Service, Legal Research, Financial Services, Investments, 401k, Political Science, Leadership
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (BA), Political Science, 3.25
Latham & Watkins July 2015 - Present
Lattie Malanga Libertino LLP May 2015 - July 2015
Fidelity Investments June 2014 - April 2015
University of Massachusetts Amherst January 2014 - April 2014
DeMoulas Market Basket January 2007 - January 2011
Skills
Customer Service, Legal Research, Financial Services, Investments, 401k, Political Science, Leadership
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (BA), Political Science, 3.25
James Crocket James Crocket's Fidelity Investments Experience 2004 - 2010
Job Financial Consultant at Puzzle Ventures
Industry Financial Services
Experience
Puzzle Ventures 2012 - Present
Fidelity Investments 2004 - 2010
Education
University of Massachusetts, Amherst
Puzzle Ventures 2012 - Present
Fidelity Investments 2004 - 2010
Education
University of Massachusetts, Amherst
Gerald Janowitz Gerald Janowitz's Fidelity Investments Experience March 2000 - Present
Job Director at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2000 - Present
SunLIfe Insurance Company March 1998 - March 2000
Fidelity Investments September 1995 - March 1998
The Systems Group April 1995 - September 1995
Fidelity Investments May 1993 - April 1995
Phoenix Home Life Insurance Company February 1992 - April 1993
Connecticut National Bank November 1991 - February 1992
Phoenix Home Life Insurance Company August 1990 - November 1991
Massachusetts Mutual Life Insurance Company June 1986 - August 1990
United States Army January 1978 - December 1980
Skills
Mainframe, Optimization, CICS, SDLC, COBOL, DB2, Systems Analysis, Waterfall, Vendor Management, Agile Methodologies, Business Analysis, Requirements Analysis, Software Project..., Financial Services, Mutual Funds, Systems Development..., User Acceptance Testing, Databases, Database Design
Education
University of Massachusetts, Amherst 1980 — 1985
BS, Mathematics, Computer Science, Classics
Fidelity Investments March 2000 - Present
SunLIfe Insurance Company March 1998 - March 2000
Fidelity Investments September 1995 - March 1998
The Systems Group April 1995 - September 1995
Fidelity Investments May 1993 - April 1995
Phoenix Home Life Insurance Company February 1992 - April 1993
Connecticut National Bank November 1991 - February 1992
Phoenix Home Life Insurance Company August 1990 - November 1991
Massachusetts Mutual Life Insurance Company June 1986 - August 1990
United States Army January 1978 - December 1980
Skills
Mainframe, Optimization, CICS, SDLC, COBOL, DB2, Systems Analysis, Waterfall, Vendor Management, Agile Methodologies, Business Analysis, Requirements Analysis, Software Project..., Financial Services, Mutual Funds, Systems Development..., User Acceptance Testing, Databases, Database Design
Education
University of Massachusetts, Amherst 1980 — 1985
BS, Mathematics, Computer Science, Classics
Eric Schoen Eric Schoen's Fidelity Investments Experience December 1986 - Present
Job SVP Planning and Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1986 - Present
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
Westhill High School 1978 — 1982
Fidelity Investments December 1986 - Present
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
Westhill High School 1978 — 1982
Christopher Kickham Christopher Kickham's Fidelity Investments Experience July 2007 - February 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments July 2007 - February 2011
Fidelity Investments April 2000 - July 2007
Fidelity Investments June 1995 - April 2000
King, Keller, Inc. 1992 - 1995
Skills
Equities, Customer Service, Series 7, Series 63, Currency, Trading, Relationship Management, Equity Trading, Trading Systems, Capital Markets, Mutual Funds, Bloomberg, Securities, FINRA
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Brookline High School 1978 — 1982
Fidelity Investments July 2007 - February 2011
Fidelity Investments April 2000 - July 2007
Fidelity Investments June 1995 - April 2000
King, Keller, Inc. 1992 - 1995
Skills
Equities, Customer Service, Series 7, Series 63, Currency, Trading, Relationship Management, Equity Trading, Trading Systems, Capital Markets, Mutual Funds, Bloomberg, Securities, FINRA
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Brookline High School 1978 — 1982
Chris Winkler Chris Winkler's Fidelity Investments Experience May 2008 - September 2011
Job Performance Engineering Team Lead at EnerNOC
Industry Computer Software
Experience
EnerNOC September 2011 - Present
Fidelity Investments May 2008 - September 2011
Motricity October 2005 - May 2008
PowerTest 2000 - 2005
Skills
Agile Methodologies, Databases, Enterprise Software, Linux, LoadRunner, Oracle, Performance Testing, Performance Tuning, Quality Assurance, Software Project..., Solaris, Testing, Test Planning, Unix
Education
University of Massachusetts, Amherst 1992 — 1996
EnerNOC September 2011 - Present
Fidelity Investments May 2008 - September 2011
Motricity October 2005 - May 2008
PowerTest 2000 - 2005
Skills
Agile Methodologies, Databases, Enterprise Software, Linux, LoadRunner, Oracle, Performance Testing, Performance Tuning, Quality Assurance, Software Project..., Solaris, Testing, Test Planning, Unix
Education
University of Massachusetts, Amherst 1992 — 1996
Emma Riedel Emma Riedel's Fidelity Investments Experience March 2015 - Present
Job Stock Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments September 2014 - April 2015
Fidelity Investments February 2014 - October 2014
Spanish Studies Abroad September 2012 - December 2012
Manomet Center for Conservation Sciences June 2012 - August 2012
Linda Roghaar Literary Agency September 2011 - December 2011
Skills
Microsoft Office, Event Planning, Microsoft Excel, Web Content Creation, Writing, Newsletter Production, Social Media, Nonprofits, Microsoft Word, Creative Writing, Social Networking
Education
University of Massachusetts, Amherst 2009 — 2013
Fidelity Investments March 2015 - Present
Fidelity Investments September 2014 - April 2015
Fidelity Investments February 2014 - October 2014
Spanish Studies Abroad September 2012 - December 2012
Manomet Center for Conservation Sciences June 2012 - August 2012
Linda Roghaar Literary Agency September 2011 - December 2011
Skills
Microsoft Office, Event Planning, Microsoft Excel, Web Content Creation, Writing, Newsletter Production, Social Media, Nonprofits, Microsoft Word, Creative Writing, Social Networking
Education
University of Massachusetts, Amherst 2009 — 2013
Greg Alves's Fidelity Investments Experience February 1997 - July 1999
Job SVP, Investment Analytics at Scivantage
Industry Financial Services
Experience
Scivantage May 2012 - Present
Scivantage July 2006 - May 2012
GainsKeeper, a Wolters Kluwer Financial Services company May 1999 - July 2006
Fidelity Investments February 1997 - July 1999
State Street Bank/Fidelity Investments February 1988 - February 1997
Skills
Corporate Actions, Electronic Trading, Investments, Accounting, Asset Management, Asset Managment, Trading, Financial Services, Equities, Securities, Fixed Income, Mutual Funds, SaaS, Trading Systems, Product Management, Back Office, Start-ups, Derivatives, Hedge Funds, Strategy, Business Analysis, Risk Management, Management
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Scivantage May 2012 - Present
Scivantage July 2006 - May 2012
GainsKeeper, a Wolters Kluwer Financial Services company May 1999 - July 2006
Fidelity Investments February 1997 - July 1999
State Street Bank/Fidelity Investments February 1988 - February 1997
Skills
Corporate Actions, Electronic Trading, Investments, Accounting, Asset Management, Asset Managment, Trading, Financial Services, Equities, Securities, Fixed Income, Mutual Funds, SaaS, Trading Systems, Product Management, Back Office, Start-ups, Derivatives, Hedge Funds, Strategy, Business Analysis, Risk Management, Management
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Chris Hall's Fidelity Investments Experience July 2007 - October 2011
Job Vice President, Enterprise Business Systems at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals March 2015 - Present
Vertex Pharmaceuticals February 2013 - February 2015
Vertex Pharmaceuticals March 2012 - February 2013
Vertex Pharmaceuticals January 2011 - March 2012
Fidelity Investments July 2007 - October 2011
Fidelity Investments May 2005 - July 2007
Ariba January 2004 - May 2005
Ariba December 2000 - December 2003
Staples December 1997 - November 2000
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Process Improvement, Business Intelligence, Business Process, Program Management, Agile Methodologies, ERP, Integration, Business Process..., IT Strategy, Software Project..., Oracle E-Business Suite, Enterprise Architecture, Project Portfolio..., Enterprise Software, Management, Requirements Gathering, Software Development, IT Management, Data Warehousing, PMP, Disaster Recovery, PMO, Outsourcing, ITIL, SaaS, IT Service Management, Cross-functional Team..., Executive Management
Education
University of Massachusetts, Amherst
University of North Florida
Vertex Pharmaceuticals March 2015 - Present
Vertex Pharmaceuticals February 2013 - February 2015
Vertex Pharmaceuticals March 2012 - February 2013
Vertex Pharmaceuticals January 2011 - March 2012
Fidelity Investments July 2007 - October 2011
Fidelity Investments May 2005 - July 2007
Ariba January 2004 - May 2005
Ariba December 2000 - December 2003
Staples December 1997 - November 2000
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Process Improvement, Business Intelligence, Business Process, Program Management, Agile Methodologies, ERP, Integration, Business Process..., IT Strategy, Software Project..., Oracle E-Business Suite, Enterprise Architecture, Project Portfolio..., Enterprise Software, Management, Requirements Gathering, Software Development, IT Management, Data Warehousing, PMP, Disaster Recovery, PMO, Outsourcing, ITIL, SaaS, IT Service Management, Cross-functional Team..., Executive Management
Education
University of Massachusetts, Amherst
University of North Florida
Jan Fish's Fidelity Investments Experience December 1995 - December 2004
Job Experienced SQA Director/Manager, Process Improvement and Project management
Industry Information Technology and Services
Experience
Family Caregiver April 2013 - May 2014
UnitedHealth Group December 2011 - March 2013
Partners HealthCare January 2011 - October 2011
Philips Healthcare March 2005 - December 2010
Fidelity Investments December 1995 - December 2004
Skills
Software Quality..., Process Improvement, Validation, Test Automation, Testing, Quality Assurance, User Acceptance Testing, Test Strategy, Quality Management, Agile, SDLC, Automation, Configuration Management, Performance Testing, Process Development, Requirements Analysis, Six Sigma, Test Management, Project Management, Agile Methodologies, Quality Center, Test Planning, System Testing, Business Analysis, Process Simulation, Software Documentation
Education
University of Massachusetts, Amherst
Family Caregiver April 2013 - May 2014
UnitedHealth Group December 2011 - March 2013
Partners HealthCare January 2011 - October 2011
Philips Healthcare March 2005 - December 2010
Fidelity Investments December 1995 - December 2004
Skills
Software Quality..., Process Improvement, Validation, Test Automation, Testing, Quality Assurance, User Acceptance Testing, Test Strategy, Quality Management, Agile, SDLC, Automation, Configuration Management, Performance Testing, Process Development, Requirements Analysis, Six Sigma, Test Management, Project Management, Agile Methodologies, Quality Center, Test Planning, System Testing, Business Analysis, Process Simulation, Software Documentation
Education
University of Massachusetts, Amherst
Heather Crocker's Fidelity Investments Experience September 2010 - Present
Job Director of Estimation at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2010 - Present
Fidelity Investments 2000 - 2009
Skills
SDLC, Defined Benefit, 401k, Retirement, Pensions, Business Analysis, Financial Services, Employee Benefits, Relationship Management, Risk Management, Software Project..., Process Improvement, Requirements Gathering, Vendor Management, Program Management
Education
University of Massachusetts, Amherst 1992 — 1996
Fidelity Investments September 2010 - Present
Fidelity Investments 2000 - 2009
Skills
SDLC, Defined Benefit, 401k, Retirement, Pensions, Business Analysis, Financial Services, Employee Benefits, Relationship Management, Risk Management, Software Project..., Process Improvement, Requirements Gathering, Vendor Management, Program Management
Education
University of Massachusetts, Amherst 1992 — 1996
Heidi Ford Paulter's Fidelity Investments Experience March 2011 - June 2012
Job Exploring new opportunities.
Industry Financial Services
Experience
Fidelity Investments March 2011 - June 2012
Fidelity Investments October 2005 - March 2011
Fidelity Investments October 2000 - October 2005
Fidelity Investments October 1999 - October 2000
Wyman Farms April 1997 - June 1999
Racal-Datacom, Inc. January 1995 - April 1997
TSI-Mason Research January 1992 - November 1993
Skills
Defined Benefit, Defined Contribution, QDRO, End to End Solutions, Risk Compliance, Qualified Retirement..., Document Drafting, Legal Documents, Riding Instruction, Manage Client..., Pensions, 403 b, Retirement, Retirement Planning, 401k, Employee Benefits, Financial Analysis, ERISA, Series 6, Benefits Administration, Qualified Domestic..., Mutual Funds, Asset Management, Pension Funds, Series 63, Investments, Pension Administration, Retirement Plan..., Financial Services, Strategic Financial..., FINRA, Fixed Annuities, IRAs, ETFs, Securities, Relationship Management, Client Services
Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Animal Science/Pre-Veterinary
Fidelity Investments March 2011 - June 2012
Fidelity Investments October 2005 - March 2011
Fidelity Investments October 2000 - October 2005
Fidelity Investments October 1999 - October 2000
Wyman Farms April 1997 - June 1999
Racal-Datacom, Inc. January 1995 - April 1997
TSI-Mason Research January 1992 - November 1993
Skills
Defined Benefit, Defined Contribution, QDRO, End to End Solutions, Risk Compliance, Qualified Retirement..., Document Drafting, Legal Documents, Riding Instruction, Manage Client..., Pensions, 403 b, Retirement, Retirement Planning, 401k, Employee Benefits, Financial Analysis, ERISA, Series 6, Benefits Administration, Qualified Domestic..., Mutual Funds, Asset Management, Pension Funds, Series 63, Investments, Pension Administration, Retirement Plan..., Financial Services, Strategic Financial..., FINRA, Fixed Annuities, IRAs, ETFs, Securities, Relationship Management, Client Services
Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Animal Science/Pre-Veterinary
Jeffrey Beauregard's Fidelity Investments Experience January 2011 - Present
Job Vice President, Defined Contribution Specialist
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments January 2007 - December 2010
Fidelity Investments January 2004 - December 2006
Fidelity Investments December 2000 - December 2003
Fidelity Investments September 1999 - December 2000
Skills
Retirement, Defined Contribution, Management, Sales, Sales Operations, Profit Sharing, Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Retirement Planning
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (B.S.), Sports Management
Fidelity Investments January 2011 - Present
Fidelity Investments January 2007 - December 2010
Fidelity Investments January 2004 - December 2006
Fidelity Investments December 2000 - December 2003
Fidelity Investments September 1999 - December 2000
Skills
Retirement, Defined Contribution, Management, Sales, Sales Operations, Profit Sharing, Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Retirement Planning
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (B.S.), Sports Management
Cheryl Joyce Flaherty's Fidelity Investments Experience February 1988 - February 1999
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation November 2001 - Present
Exchange Applications 1999 - 2001
Xchange Applications 1999 - 2001
Fidelity Investments February 1988 - February 1999
Skills
Fixed Income, Fund Accounting, Mutual Funds, Equities, Securities, Global Custody, Corporate Actions, Hedge Funds, Derivatives, Asset Management, Fund Administration, Back Office, Investments, Alternative Investments, Portfolio Management, Integration, Securities Lending, Capital Markets, SDLC, Risk Management
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA)
State Street Corporation November 2001 - Present
Exchange Applications 1999 - 2001
Xchange Applications 1999 - 2001
Fidelity Investments February 1988 - February 1999
Skills
Fixed Income, Fund Accounting, Mutual Funds, Equities, Securities, Global Custody, Corporate Actions, Hedge Funds, Derivatives, Asset Management, Fund Administration, Back Office, Investments, Alternative Investments, Portfolio Management, Integration, Securities Lending, Capital Markets, SDLC, Risk Management
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA)
Dawn Lezama-Bourque's Fidelity Investments Experience October 2012 - February 2014
Job Business Analyst
Industry Information Technology and Services
Experience
Veritude April 2014 - August 2014
Fidelity Investments October 2012 - February 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2004 - 2009
Fidelity Investments August 1998 - January 2004
LOTUS DEVELOPMENT CORPORATION July 1991 - August 1998
Skills
Process Improvement, Business Requirements, SDLC, Requirements Analysis, Requirements Gathering, Testing, Analysis, Business Analysis, Business Process, Human Resources
Education
University of Massachusetts, Amherst
BBA, Business Administration and Management, General
Veritude April 2014 - August 2014
Fidelity Investments October 2012 - February 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2004 - 2009
Fidelity Investments August 1998 - January 2004
LOTUS DEVELOPMENT CORPORATION July 1991 - August 1998
Skills
Process Improvement, Business Requirements, SDLC, Requirements Analysis, Requirements Gathering, Testing, Analysis, Business Analysis, Business Process, Human Resources
Education
University of Massachusetts, Amherst
BBA, Business Administration and Management, General
Jennifer Moldenhauer's Fidelity Investments Experience May 2012 - June 2014
Job Human Resources Professional
Industry Human Resources
Experience
Fidelity Investments May 2012 - June 2014
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2005
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2002
FleetBoston Financial 1995 - 2000
Skills
Performance Management, Organizational Design, Talent Management, Change Management, Onboarding, Organizational..., Coaching, Succession Planning, Leadership Development, Human Resources, Training Programme..., Employee Engagement, Benefits Administration, Employee Benefits, Competency Management, Employee Relations, Recruiting, Deferred Compensation, College Recruiting
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments May 2012 - June 2014
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2005
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2002
FleetBoston Financial 1995 - 2000
Skills
Performance Management, Organizational Design, Talent Management, Change Management, Onboarding, Organizational..., Coaching, Succession Planning, Leadership Development, Human Resources, Training Programme..., Employee Engagement, Benefits Administration, Employee Benefits, Competency Management, Employee Relations, Recruiting, Deferred Compensation, College Recruiting
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), English Language and Literature, General
Carrie (Donohue) Rych's Fidelity Investments Experience April 2007 - December 2010
Job VP, Client Strategy at Invested Digital Group
Industry Marketing and Advertising
Experience
Invested Digital Group September 2014 - Present
White Rhino Productions December 2010 - September 2014
Fidelity Investments April 2007 - December 2010
Euro RSCG 4D May 2006 - April 2007
VPG Integrated Media December 2001 - May 2006
Six Red Marbles December 2000 - June 2002
Skills
Digital Strategy, Email Marketing, Content Strategy, Digital Marketing, Account Management, Interactive Marketing, Direct Mail, Direct Marketing, Social Media Marketing, Integrated Marketing, User Experience, SEO, Online Advertising, Advertising, Creative Strategy, Creative Direction, Interactive Advertising
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Fine Arts
Fitchburg High School
Invested Digital Group September 2014 - Present
White Rhino Productions December 2010 - September 2014
Fidelity Investments April 2007 - December 2010
Euro RSCG 4D May 2006 - April 2007
VPG Integrated Media December 2001 - May 2006
Six Red Marbles December 2000 - June 2002
Skills
Digital Strategy, Email Marketing, Content Strategy, Digital Marketing, Account Management, Interactive Marketing, Direct Mail, Direct Marketing, Social Media Marketing, Integrated Marketing, User Experience, SEO, Online Advertising, Advertising, Creative Strategy, Creative Direction, Interactive Advertising
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Fine Arts
Fitchburg High School
Debbie Basch's Fidelity Investments Experience 1999 - 2005
Job Financial Advisor, Relationship Manager at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST July 2012 - Present
Diversified Investment Advisors December 2007 - June 2012
Union Bank of California November 2005 - November 2007
UBOC 2005 - 2007
Fidelity Investments 1999 - 2005
Education
University of Massachusetts, Amherst
CAPTRUST July 2012 - Present
Diversified Investment Advisors December 2007 - June 2012
Union Bank of California November 2005 - November 2007
UBOC 2005 - 2007
Fidelity Investments 1999 - 2005
Education
University of Massachusetts, Amherst
David DeSimone's Fidelity Investments Experience March 1996 - April 1997
Job Business Analyst at Partners In Health
Industry Information Technology and Services
Experience
Partners In Health January 2014 - Present
LeapFrog Systems May 2012 - January 2014
TIAA-CREF May 2012 - January 2014
Keane March 1996 - April 2012
Forethought Financial Services, Inc. November 2011 - February 2012
State Street Bank December 1999 - September 2011
SunGard April 1997 - October 1999
Fidelity Investments March 1996 - April 1997
GTE Data Services February 1994 - March 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Program Management, SQL, Agile Methodologies, Vendor Management, Requirements Gathering, Consulting
Education
University of Massachusetts, Amherst 1989 — 1993
BS, Electrical and Electronics Engineering
Partners In Health January 2014 - Present
LeapFrog Systems May 2012 - January 2014
TIAA-CREF May 2012 - January 2014
Keane March 1996 - April 2012
Forethought Financial Services, Inc. November 2011 - February 2012
State Street Bank December 1999 - September 2011
SunGard April 1997 - October 1999
Fidelity Investments March 1996 - April 1997
GTE Data Services February 1994 - March 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Program Management, SQL, Agile Methodologies, Vendor Management, Requirements Gathering, Consulting
Education
University of Massachusetts, Amherst 1989 — 1993
BS, Electrical and Electronics Engineering
James Medeiros's Fidelity Investments Experience 2001 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2001 - 2008
New England Financial 1980 - 2000
Education
University of Massachusetts, Amherst 1960 — 1964
Fidelity Investments 2001 - 2008
New England Financial 1980 - 2000
Education
University of Massachusetts, Amherst 1960 — 1964
Ed Ross's Fidelity Investments Experience 1995 - 1997
Job Sr. Relationship Manager at Interactive Data
Industry Financial Services
Experience
Interactive Data January 2005 - Present
Interactive Data January 2002 - December 2004
Fidelity Investments 1995 - 1997
John Hancock Financial Services 1992 - 1994
Skills
Market Data, Financial Markets, Fixed Income, Securities, Mutual Funds, Vendor Management, Investments, Customer Relations, New Business Development, Pricing, Back Office, Bonds, Valuation, Corporate Actions, Account Management, Excel, Negotiation, Contract Negotiations, Consultative Selling, Team Leadership, Contract Negotiation, Strategic Partnerships, Strategy, Selling, Relationship Management
Education
University of Massachusetts, Amherst 1988 — 1992
BS, Economics
Interactive Data January 2005 - Present
Interactive Data January 2002 - December 2004
Fidelity Investments 1995 - 1997
John Hancock Financial Services 1992 - 1994
Skills
Market Data, Financial Markets, Fixed Income, Securities, Mutual Funds, Vendor Management, Investments, Customer Relations, New Business Development, Pricing, Back Office, Bonds, Valuation, Corporate Actions, Account Management, Excel, Negotiation, Contract Negotiations, Consultative Selling, Team Leadership, Contract Negotiation, Strategic Partnerships, Strategy, Selling, Relationship Management
Education
University of Massachusetts, Amherst 1988 — 1992
BS, Economics
Emery Olsen's Fidelity Investments Experience August 1999 - Present
Job Sr Manager HRS Operations Support at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1999 - Present
Education
University of Massachusetts, Amherst 1995 — 1999
Brockton High School 1991 — 1995
Fidelity Investments August 1999 - Present
Education
University of Massachusetts, Amherst 1995 — 1999
Brockton High School 1991 — 1995
Christopher Choy's Fidelity Investments Experience November 2006 - May 2008
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Putnam Investments May 2008 - March 2010
Fidelity Investments November 2006 - May 2008
MEDITECH November 2004 - November 2006
Education
University of Massachusetts, Amherst
Putnam Investments May 2008 - March 2010
Fidelity Investments November 2006 - May 2008
MEDITECH November 2004 - November 2006
Education
University of Massachusetts, Amherst
Ellen Ziff-Kessler's Fidelity Investments Experience 1987 - Present
Job VP, HR at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1987 - Present
Harvard Pilgrim Health 1985 - 1987
Analogic Corporation 1984 - 1985
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Sociology, Psychology
Marblehead High School
Fidelity Investments 1987 - Present
Harvard Pilgrim Health 1985 - 1987
Analogic Corporation 1984 - 1985
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Sociology, Psychology
Marblehead High School
Debbie Pocock's Fidelity Investments Experience 2005 - 2009
Job Search Consultant
Industry Financial Services
Experience
Capital Search Group 2009 - Present
Fidelity Investments 2005 - 2009
Capital Search Group May 1998 - March 2005
Education
University of Massachusetts, Amherst
BA, Communication
Capital Search Group 2009 - Present
Fidelity Investments 2005 - 2009
Capital Search Group May 1998 - March 2005
Education
University of Massachusetts, Amherst
BA, Communication
Donald St. Peter's Fidelity Investments Experience May 2007 - Present
Job SVP Sales Operations, Capacity Planning, and Branch Real Estate Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Fidelity Investments May 2005 - May 2007
Fidelity Investments April 2004 - May 2005
Skills
Strategy, Management, Analysis, Product Development, Sales Operations, Budgets, Human Resources, Investments, Financial Services, Retail, Sales, Operational Excellence, Fundraising, Integrated Marketing, Program Management
Education
Marymount University 1991 — 1992
Masters of Science, Management for Organizational Effectiveness
University of Massachusetts, Amherst 1982 — 1987
BS, Mechanical Engineering
Greenfield High
Greenfield High
Fidelity Investments May 2007 - Present
Fidelity Investments May 2005 - May 2007
Fidelity Investments April 2004 - May 2005
Skills
Strategy, Management, Analysis, Product Development, Sales Operations, Budgets, Human Resources, Investments, Financial Services, Retail, Sales, Operational Excellence, Fundraising, Integrated Marketing, Program Management
Education
Marymount University 1991 — 1992
Masters of Science, Management for Organizational Effectiveness
University of Massachusetts, Amherst 1982 — 1987
BS, Mechanical Engineering
Greenfield High
Greenfield High
Cynthia Purmort's Fidelity Investments Experience February 2014 - Present
Job Vice President Product Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments April 1997 - February 2014
Advertising & Design Firms - Boston area 1986 - 1996
Education
University of Massachusetts, Amherst 1978 — 1984
Journalism
Fidelity Investments February 2014 - Present
Fidelity Investments April 1997 - February 2014
Advertising & Design Firms - Boston area 1986 - 1996
Education
University of Massachusetts, Amherst 1978 — 1984
Journalism
Chester Clark's Fidelity Investments Experience November 1993 - January 2004
Job Chief Executive Officer at WTS Proprietary Trading Group, LLC
Industry Financial Services
Experience
WTS Proprietary Trading Group, LLC March 2014 - Present
WTS Proprietary Trading Group, LLC March 2009 - Present
Natixis April 2005 - December 2008
Brokerage America January 2004 - March 2005
Fidelity Investments November 1993 - January 2004
Skills
Trading, Equities, Series 7, Derivatives, Bloomberg, Risk Management, Financial Modeling, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, Valuation, Financial Analysis, Analysis, Excel, Options, Capital Markets
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Massachusetts, Amherst 1983 — 1987
BS, Biochemistry, Physics
Manchester Jr/Sr High School 1976 — 1983
High School Diploma
WTS Proprietary Trading Group, LLC March 2014 - Present
WTS Proprietary Trading Group, LLC March 2009 - Present
Natixis April 2005 - December 2008
Brokerage America January 2004 - March 2005
Fidelity Investments November 1993 - January 2004
Skills
Trading, Equities, Series 7, Derivatives, Bloomberg, Risk Management, Financial Modeling, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, Valuation, Financial Analysis, Analysis, Excel, Options, Capital Markets
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Massachusetts, Amherst 1983 — 1987
BS, Biochemistry, Physics
Manchester Jr/Sr High School 1976 — 1983
High School Diploma
Daryl Proulx's Fidelity Investments Experience Client Service ManagerFIDELITY INVESTMENTS, Marlborough, MA2000 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Client Service ManagerFIDELITY INVESTMENTS, Marlborough, MA2000 - Present
Skills
401k, Defined Benefit, Financial Services, Retirement, Mutual Funds, Pensions
Education
University of Massachusetts, Amherst 1996 — 2000
BBA, Finance, Statistics, Economics
Fidelity Investments Client Service ManagerFIDELITY INVESTMENTS, Marlborough, MA2000 - Present
Skills
401k, Defined Benefit, Financial Services, Retirement, Mutual Funds, Pensions
Education
University of Massachusetts, Amherst 1996 — 2000
BBA, Finance, Statistics, Economics
Doug Emmons's Fidelity Investments Experience 2003 - 2007
Job Medical Billing
Industry Hospital & Health Care
Experience
Athena Diagnostics July 2012 - Present
Charles River Medical Associates, division of Partners Community Healthcare 2009 - 2012
Cardiology Consultants of Central Massachusetts 2008 - 2009
Fidelity Investments 2003 - 2007
Digital Equipment Corp 1983 - 2000
Education
University of Massachusetts, Amherst
BSBA, Accounting
Athena Diagnostics July 2012 - Present
Charles River Medical Associates, division of Partners Community Healthcare 2009 - 2012
Cardiology Consultants of Central Massachusetts 2008 - 2009
Fidelity Investments 2003 - 2007
Digital Equipment Corp 1983 - 2000
Education
University of Massachusetts, Amherst
BSBA, Accounting
Jennifer Cooper's Fidelity Investments Experience February 2007 - February 2009
Job Functional Analyst at Xerox HR Solutions, LLC
Industry Financial Services
Experience
Xerox HR Solutions, LLC July 2009 - Present
Fidelity Investments February 2007 - February 2009
Fidelity Investments September 2004 - February 2007
John Hancock June 2003 - August 2004
MassMutual September 2001 - June 2003
Skills
Business Requirements, SQL, Testing, Flexible Spending..., Sybase, Data Analysis, Requirements Analysis, Mainframe, FTP, Systems Analysis, Requirements Gathering, Business Analysis, Visio, Analysis, User Acceptance Testing, Business Process..., Process Improvement
Education
University of Massachusetts, Amherst 1997 — 2001
BA, History
Xerox HR Solutions, LLC July 2009 - Present
Fidelity Investments February 2007 - February 2009
Fidelity Investments September 2004 - February 2007
John Hancock June 2003 - August 2004
MassMutual September 2001 - June 2003
Skills
Business Requirements, SQL, Testing, Flexible Spending..., Sybase, Data Analysis, Requirements Analysis, Mainframe, FTP, Systems Analysis, Requirements Gathering, Business Analysis, Visio, Analysis, User Acceptance Testing, Business Process..., Process Improvement
Education
University of Massachusetts, Amherst 1997 — 2001
BA, History
Greg Feeley's Fidelity Investments Experience 2011 - Present
Job Communications Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Bank of America January 2010 - July 2011
Fidelity Investments 2004 - 2009
Boston Herald September 2003 - January 2005
United States Postal Service June 1999 - August 2004
Cape Cod Baseball League May 2003 - September 2003
Skills
401k, Financial Services, Media Relations, Retirement, Relationship Management, Series 63, Mutual Funds, Business Analysis, Employee Benefits, Series 6
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Journalism
Fidelity Investments 2011 - Present
Bank of America January 2010 - July 2011
Fidelity Investments 2004 - 2009
Boston Herald September 2003 - January 2005
United States Postal Service June 1999 - August 2004
Cape Cod Baseball League May 2003 - September 2003
Skills
401k, Financial Services, Media Relations, Retirement, Relationship Management, Series 63, Mutual Funds, Business Analysis, Employee Benefits, Series 6
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Journalism
James Protopapas's Fidelity Investments Experience February 2002 - August 2013
Job Domain Manager at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt September 2013 - Present
Fidelity Investments February 2002 - August 2013
Watson Wyatt 1995 - 2002
Skills
Business Analysis, Software Project..., Vendor Management, Project Management, Program Management, Project Portfolio..., Defined Benefit, Financial Analysis, Process Improvement, PMP, CRM, Team Leadership, Cross-functional Team..., Outsourcing, Consulting, Relationship Management, Management, Project Delivery, PMO
Education
University of Massachusetts, Amherst 1987 — 1991
BS, Applied Mathematics
Aon Hewitt September 2013 - Present
Fidelity Investments February 2002 - August 2013
Watson Wyatt 1995 - 2002
Skills
Business Analysis, Software Project..., Vendor Management, Project Management, Program Management, Project Portfolio..., Defined Benefit, Financial Analysis, Process Improvement, PMP, CRM, Team Leadership, Cross-functional Team..., Outsourcing, Consulting, Relationship Management, Management, Project Delivery, PMO
Education
University of Massachusetts, Amherst 1987 — 1991
BS, Applied Mathematics
Jason Chabot's Fidelity Investments Experience March 2007 - Present
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Investors Bank and Trust 2002 - 2007
Skills
Fund Accounting, Investment Management, Asset Management, Mutual Funds, Accounting, Hedge Funds, Finance, Financial Analysis, Investments, Financial Reporting, Financial Services
Education
University of Massachusetts, Amherst 1997 — 2001
University of New Hampshire -- Peter T. Paul College of Business and Economics
Fidelity Investments March 2007 - Present
Investors Bank and Trust 2002 - 2007
Skills
Fund Accounting, Investment Management, Asset Management, Mutual Funds, Accounting, Hedge Funds, Finance, Financial Analysis, Investments, Financial Reporting, Financial Services
Education
University of Massachusetts, Amherst 1997 — 2001
University of New Hampshire -- Peter T. Paul College of Business and Economics
Donna Powell's Fidelity Investments Experience March 1987 - May 1990
Job Association Manager at Donna Powell Association Management
Industry Events Services
Experience
Donna Powell Association Management March 1993 - Present
Fidelity Investments March 1987 - May 1990
Education
University of Massachusetts, Amherst
BA, Education
Donna Powell Association Management March 1993 - Present
Fidelity Investments March 1987 - May 1990
Education
University of Massachusetts, Amherst
BA, Education
Cheryl Harrold's Fidelity Investments Experience Executive AssistantFidelity1999 - Present
Job Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Executive AssistantFidelity1999 - Present
Education
University of Massachusetts, Amherst 1964 — 1968
Education, education/psychology
Fidelity Investments Executive AssistantFidelity1999 - Present
Education
University of Massachusetts, Amherst 1964 — 1968
Education, education/psychology
Christopher Naugle's Fidelity Investments Experience June 2001 - September 2006
Job Senior Software Engineer at World Travel Holdings
Industry Leisure, Travel & Tourism
Experience
World Travel Holdings September 2012 - Present
Capgemini August 2011 - September 2012
Christianbook.com September 2006 - August 2011
Fidelity Investments June 2001 - September 2006
Skills
Perl, JSP, Java, Servlets, Java Enterprise Edition, JavaScript, jQuery, XML, Solaris, Linux, MySQL, Spring, Hibernate, Oracle SQL, Microsoft SQL Server, HTML 5, AIX, EJB 3, Struts 2, Apache Tiles, Freemarker, Android Development, Groovy, Grails, Node.js, MongoDB, RabbitMQ, ActiveMQ, Redis, JBoss Application Server, Tomcat
Education
University of Massachusetts, Amherst 1998 — 2002
B.S., Computer Science
World Travel Holdings September 2012 - Present
Capgemini August 2011 - September 2012
Christianbook.com September 2006 - August 2011
Fidelity Investments June 2001 - September 2006
Skills
Perl, JSP, Java, Servlets, Java Enterprise Edition, JavaScript, jQuery, XML, Solaris, Linux, MySQL, Spring, Hibernate, Oracle SQL, Microsoft SQL Server, HTML 5, AIX, EJB 3, Struts 2, Apache Tiles, Freemarker, Android Development, Groovy, Grails, Node.js, MongoDB, RabbitMQ, ActiveMQ, Redis, JBoss Application Server, Tomcat
Education
University of Massachusetts, Amherst 1998 — 2002
B.S., Computer Science
Eric Karcher's Fidelity Investments Experience 2006 - 2006
Job SVP UX Visual Design and strategy at Bank of America
Industry Banking
Experience
Bank of America May 2015 - Present
Bank of America December 2006 - Present
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1996 - 1999
Skills
User-centered Design, Web Design, Creative Direction, User Interface Design, Fireworks, Art Direction, Prototyping, Mac, User Experience
Education
University of Massachusetts, Amherst 1985 — 1990
BA, Engineering, Art
Bank of America May 2015 - Present
Bank of America December 2006 - Present
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1996 - 1999
Skills
User-centered Design, Web Design, Creative Direction, User Interface Design, Fireworks, Art Direction, Prototyping, Mac, User Experience
Education
University of Massachusetts, Amherst 1985 — 1990
BA, Engineering, Art
Carlyn Powers; Real Estate Broker's Fidelity Investments Experience June 2005 - June 2009
Job Real Estate Agent at Realty Executives Tri County
Industry Real Estate
Experience
Realty Executives April 2015 - Present
Keller Williams Realty, Inc. May 2011 - April 2015
Fidelity Investments June 2005 - June 2009
Putnam Investments September 1998 - June 2005
Skills
First Time Home Buyers, Real Estate, Foreclosures, Short Sales, Sellers, Customer Service, Investment Properties, Residential Homes, New Home Sales, Condos, Buyer Representation
Education
University of Massachusetts, Amherst 1992 — 1996
bachelor of business administration, Marketing
Realty Executives April 2015 - Present
Keller Williams Realty, Inc. May 2011 - April 2015
Fidelity Investments June 2005 - June 2009
Putnam Investments September 1998 - June 2005
Skills
First Time Home Buyers, Real Estate, Foreclosures, Short Sales, Sellers, Customer Service, Investment Properties, Residential Homes, New Home Sales, Condos, Buyer Representation
Education
University of Massachusetts, Amherst 1992 — 1996
bachelor of business administration, Marketing
Evita Stoltzmann's Fidelity Investments Experience August 2013 - Present
Job
Industry Investment Management
Experience
Fidelity Investments August 2013 - Present
Manulife Asset Management April 2008 - July 2013
State Street July 2003 - March 2008
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Fidelity Investments August 2013 - Present
Manulife Asset Management April 2008 - July 2013
State Street July 2003 - March 2008
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Elizabeth Ushamirsky, PHR's Fidelity Investments Experience 1997 - 1999
Job Employee relations, recruitment, organizational development, compensation
Industry Human Resources
Experience
TridentUSA Health April 2012 - Present
HR Navigator 2011 - 2012
http://www.townofgroton.org 2006 - 2009
Cambridge HealthAlliance 2005 - 2006
HealthAlliance Hospital 1999 - 2004
Fidelity Investments 1997 - 1999
Harvard Community Health Plan 1994 - 1997
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts, Psychology
TridentUSA Health April 2012 - Present
HR Navigator 2011 - 2012
http://www.townofgroton.org 2006 - 2009
Cambridge HealthAlliance 2005 - 2006
HealthAlliance Hospital 1999 - 2004
Fidelity Investments 1997 - 1999
Harvard Community Health Plan 1994 - 1997
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts, Psychology
Doug Emmons's Fidelity Investments Experience 2003 - 2007
Job Medical Billing
Industry Hospital & Health Care
Experience
Athena Diagnostics July 2012 - Present
Charles River Medical Associates, division of Partners Community Healthcare 2009 - 2012
Cardiology Consultants of Central Massachusetts 2008 - 2009
Fidelity Investments 2003 - 2007
Digital Equipment Corp 1983 - 2000
Education
University of Massachusetts, Amherst
BSBA, Accounting
Athena Diagnostics July 2012 - Present
Charles River Medical Associates, division of Partners Community Healthcare 2009 - 2012
Cardiology Consultants of Central Massachusetts 2008 - 2009
Fidelity Investments 2003 - 2007
Digital Equipment Corp 1983 - 2000
Education
University of Massachusetts, Amherst
BSBA, Accounting
James Chekos's Fidelity Investments Experience August 2002 - June 2008
Job Senior Compliance Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2008 - Present
hi8us 2001 - 2011
Fidelity Investments August 2002 - June 2008
Skills
SEC reporting, SEC filings, Securities, Mutual Funds, Financial Risk, Fraud, FINRA, Financial Analysis, Fixed Income, Hedge Funds, Alternative Investments, Equities
Education
University of Massachusetts, Amherst 1997 — 2001
BA, Economics
Pioneer Investments July 2008 - Present
hi8us 2001 - 2011
Fidelity Investments August 2002 - June 2008
Skills
SEC reporting, SEC filings, Securities, Mutual Funds, Financial Risk, Fraud, FINRA, Financial Analysis, Fixed Income, Hedge Funds, Alternative Investments, Equities
Education
University of Massachusetts, Amherst 1997 — 2001
BA, Economics
Daniel Chapin's Fidelity Investments Experience March 2014 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments November 2013 - March 2014
Fidelity Investments May 2011 - November 2013
Fidelity Investments October 2010 - May 2011
Staples February 2010 - July 2010
Staples May 2007 - February 2010
Skills
Series 7, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Trading, Series 65, Series 63
Education
University of Massachusetts, Amherst 2008 — 2011
M.B.A., Finance
Worcester State University
B.A, Business Administration (Finance)
Fidelity Investments March 2014 - Present
Fidelity Investments November 2013 - March 2014
Fidelity Investments May 2011 - November 2013
Fidelity Investments October 2010 - May 2011
Staples February 2010 - July 2010
Staples May 2007 - February 2010
Skills
Series 7, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Trading, Series 65, Series 63
Education
University of Massachusetts, Amherst 2008 — 2011
M.B.A., Finance
Worcester State University
B.A, Business Administration (Finance)
Diana Walsworth's Fidelity Investments Experience September 2005 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2005 - Present
Sungard 2001 - 2005
Skills
SDLC
Education
University of Massachusetts, Amherst 1991 — 1993
Resource Economics, Economics, Finance, Marketing
Fidelity Investments September 2005 - Present
Sungard 2001 - 2005
Skills
SDLC
Education
University of Massachusetts, Amherst 1991 — 1993
Resource Economics, Economics, Finance, Marketing
Ilya Barshteyn's Fidelity Investments Experience May 2011 - September 2011
Job Staff Software Engineer at IBM
Industry Program Development
Experience
IBM July 2014 - Present
IBM January 2012 - July 2014
Fidelity Investments May 2011 - September 2011
TimeTrade Systems, Inc. May 2010 - August 2010
TimeTrade Systems, Inc. May 2009 - August 2009
Skills
C#, Eclipse, Java, Web Services, Microsoft SQL Server, Software Development, Databases, Web Applications, SQL, JavaScript, Ant, Oracle, HTML, XML, Agile Methodologies
Education
University of Massachusetts, Amherst 2007 — 2012
Bachelor of Science (BS), Computer Science
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (BS), Computer Science
IBM July 2014 - Present
IBM January 2012 - July 2014
Fidelity Investments May 2011 - September 2011
TimeTrade Systems, Inc. May 2010 - August 2010
TimeTrade Systems, Inc. May 2009 - August 2009
Skills
C#, Eclipse, Java, Web Services, Microsoft SQL Server, Software Development, Databases, Web Applications, SQL, JavaScript, Ant, Oracle, HTML, XML, Agile Methodologies
Education
University of Massachusetts, Amherst 2007 — 2012
Bachelor of Science (BS), Computer Science
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (BS), Computer Science
Cathleen Shea's Fidelity Investments Experience December 2007 - Present
Job Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2007 - Present
Verizon August 1986 - December 2006
Skills
Customer Service, Telecommunications, Vendor Management, Managed Services, Information Security, Sales Process, Security, Solution Selling, Professional Services, Project Management, Call Centers
Education
University of Massachusetts, Amherst
B.S.
Fidelity Investments December 2007 - Present
Verizon August 1986 - December 2006
Skills
Customer Service, Telecommunications, Vendor Management, Managed Services, Information Security, Sales Process, Security, Solution Selling, Professional Services, Project Management, Call Centers
Education
University of Massachusetts, Amherst
B.S.
Frank Callahan's Fidelity Investments Experience May 1999 - October 2010
Job Software Developer at Litle & Co.
Industry Information Technology and Services
Experience
Litle & Co. March 2011 - Present
Fidelity Investments May 1999 - October 2010
Epsilon Data Management May 1996 - January 1999
Wrightsoft Corporation April 1995 - May 1996
Skills
XML, Java Enterprise Edition, Spring, Web Services, Tomcat, Eclipse, SOA, Ant, Oracle, Java, JUnit, SQL, JSP, Perl, SOAP, Agile Methodologies, Android Development
Education
University of Massachusetts, Amherst 1984 — 1987
MS, Psychology
Litle & Co. March 2011 - Present
Fidelity Investments May 1999 - October 2010
Epsilon Data Management May 1996 - January 1999
Wrightsoft Corporation April 1995 - May 1996
Skills
XML, Java Enterprise Edition, Spring, Web Services, Tomcat, Eclipse, SOA, Ant, Oracle, Java, JUnit, SQL, JSP, Perl, SOAP, Agile Methodologies, Android Development
Education
University of Massachusetts, Amherst 1984 — 1987
MS, Psychology
Elizabeth Rosso's Fidelity Investments Experience June 2014 - Present
Job Systems Services Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Liberty Mutual Insurance October 2012 - November 2013
Citizens Bank July 2012 - October 2012
Fidelity June 2005 - June 2012
University of Massachusetts Amherst 2002 - 2005
Skills
Microsoft SQL Server, SQL, Databases, T-SQL, SSIS, Database Design, Database Administration, SSRS, Data Warehousing, Unix, ETL, Data Modeling, Enterprise Architecture, Requirements Analysis, SQL Tuning, Performance Tuning
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Science (BS), Computer Science
Fidelity Investments June 2014 - Present
Liberty Mutual Insurance October 2012 - November 2013
Citizens Bank July 2012 - October 2012
Fidelity June 2005 - June 2012
University of Massachusetts Amherst 2002 - 2005
Skills
Microsoft SQL Server, SQL, Databases, T-SQL, SSIS, Database Design, Database Administration, SSRS, Data Warehousing, Unix, ETL, Data Modeling, Enterprise Architecture, Requirements Analysis, SQL Tuning, Performance Tuning
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Science (BS), Computer Science
Dick Vose's Fidelity Investments Experience January 1983 - January 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments January 1983 - January 2004
Skills
Retirement, Mutual Funds, Strategic Planning, Investments, Vendor Management, Risk Management, Business Analysis, Team Building, Wealth Management, SDLC, Leadership, Asset Management, Portfolio Management, Financial Services, Securities, Customer Service, Strategic Financial..., Process Improvement, Program Management, Sales
Education
University of Massachusetts, Amherst 1971 — 1975
BA, Finance
Fidelity Investments January 1983 - January 2004
Skills
Retirement, Mutual Funds, Strategic Planning, Investments, Vendor Management, Risk Management, Business Analysis, Team Building, Wealth Management, SDLC, Leadership, Asset Management, Portfolio Management, Financial Services, Securities, Customer Service, Strategic Financial..., Process Improvement, Program Management, Sales
Education
University of Massachusetts, Amherst 1971 — 1975
BA, Finance
Jeffrey Hodgson's Fidelity Investments Experience February 2012 - Present
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Charles Schwab & Co January 2005 - January 2012
Mass Mutual - Moore Financial Group August 2003 - August 2005
H & R January 1995 - January 2003
H&R Block 1999 - 2003
Olde Discount 1992 - 2003
Olde Discount January 1992 - January 1995
Versyss Incorporated January 1991 - January 1992
Skills
Mutual Funds, Securities, Investments, Financial Planning, Series 7, Financial Services, Sales, Asset Allocation, Retirement Planning, Leadership
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Finance
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
Fidelity Investments February 2012 - Present
Charles Schwab & Co January 2005 - January 2012
Mass Mutual - Moore Financial Group August 2003 - August 2005
H & R January 1995 - January 2003
H&R Block 1999 - 2003
Olde Discount 1992 - 2003
Olde Discount January 1992 - January 1995
Versyss Incorporated January 1991 - January 1992
Skills
Mutual Funds, Securities, Investments, Financial Planning, Series 7, Financial Services, Sales, Asset Allocation, Retirement Planning, Leadership
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Finance
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
Casey Hodney's Fidelity Investments Experience June 2015 - Present
Job Corporate Actions Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
State Street August 2014 - April 2015
State Street June 2014 - August 2014
Comcast-Spectacor September 2013 - March 2014
Target November 2010 - February 2014
Skills
Microsoft Word, Microsoft Powerpoint, Microsoft Excel, MCH, Microsoft Access, Microsoft Outlook, Google Docs, Access, PowerPoint
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts, Economics
Fidelity Investments June 2015 - Present
State Street August 2014 - April 2015
State Street June 2014 - August 2014
Comcast-Spectacor September 2013 - March 2014
Target November 2010 - February 2014
Skills
Microsoft Word, Microsoft Powerpoint, Microsoft Excel, MCH, Microsoft Access, Microsoft Outlook, Google Docs, Access, PowerPoint
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts, Economics
Jennifer McGillen's Fidelity Investments Experience January 2005 - December 2006
Job Accounts Payable at Wingate Healthcare
Industry Accounting
Experience
Wingate Healthcare November 2007 - Present
Wingate Healthcare December 2006 - November 2007
Fidelity Investments January 2005 - December 2006
SI International-Department of State, National Visa Center November 1999 - January 2005
Skills
Accounts Payable, Solomon, Timberline, Create-A-Check, Administrative Office..., Hospitality, Customer Service, Multi-line Phone, Microsoft Excel, Microsoft Office, Bookkeeping, Cashier Balancing, Document Review, Data Entry, Databases, Billing, Deposits, Reference Checking, Check Cashing, Human Resources, Payroll, Rental Real Estate, U.S. Immigration, Naturalization, Visas, NAC Security Clearance, Lottery Machine, Postage Machine, Video Editing, Video Production, Avid, Digital Video, Camera Operating, Broadcast Standards..., A/V Assistance, Production Assistance, Film Studies Certificate, RAD certified
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.), Communication, General
Harris' Real Estate School
Salesperson's Pre-licensing Course, Real Estate
Wingate Healthcare November 2007 - Present
Wingate Healthcare December 2006 - November 2007
Fidelity Investments January 2005 - December 2006
SI International-Department of State, National Visa Center November 1999 - January 2005
Skills
Accounts Payable, Solomon, Timberline, Create-A-Check, Administrative Office..., Hospitality, Customer Service, Multi-line Phone, Microsoft Excel, Microsoft Office, Bookkeeping, Cashier Balancing, Document Review, Data Entry, Databases, Billing, Deposits, Reference Checking, Check Cashing, Human Resources, Payroll, Rental Real Estate, U.S. Immigration, Naturalization, Visas, NAC Security Clearance, Lottery Machine, Postage Machine, Video Editing, Video Production, Avid, Digital Video, Camera Operating, Broadcast Standards..., A/V Assistance, Production Assistance, Film Studies Certificate, RAD certified
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.), Communication, General
Harris' Real Estate School
Salesperson's Pre-licensing Course, Real Estate
Craig Cormier's Fidelity Investments Experience 2009 - 2012
Job Client Service Manager at EMPOWER Retirement
Industry
Experience
EMPOWER Retirement February 2013 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments April 2007 - September 2009
Fidelity Investments May 2004 - April 2007
Fidelity Investments May 2001 - May 2004
Fidelity Investments April 1999 - May 2001
Education
University of Massachusetts, Amherst 1990 — 1995
Bachelor of Arts (B.A.), Economics
EMPOWER Retirement February 2013 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments April 2007 - September 2009
Fidelity Investments May 2004 - April 2007
Fidelity Investments May 2001 - May 2004
Fidelity Investments April 1999 - May 2001
Education
University of Massachusetts, Amherst 1990 — 1995
Bachelor of Arts (B.A.), Economics
Daryll Baxter's Fidelity Investments Experience July 2012 - Present
Job Legal Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments October 2007 - June 2012
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Economics
Fidelity Investments July 2012 - Present
Fidelity Investments October 2007 - June 2012
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Economics
Elena Hanley's Fidelity Investments Experience July 1999 - November 2001
Job Owner The Curtain Solution
Industry Design
Experience
Self-employed November 2008 - Present
Fidelity Investments July 1999 - November 2001
Stone and Webster Engineering June 1992 - July 1999
Skills
Project Control, Infrastructure, Engineering, Project Planning, MS Project, Primavera P6, Project Management, Project Engineering, Construction, Industrial Engineering, Construction Management
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (B.S.), Industrial Engineering
University of Melbourne 1989 — 1990
Semester Abroad
Self-employed November 2008 - Present
Fidelity Investments July 1999 - November 2001
Stone and Webster Engineering June 1992 - July 1999
Skills
Project Control, Infrastructure, Engineering, Project Planning, MS Project, Primavera P6, Project Management, Project Engineering, Construction, Industrial Engineering, Construction Management
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (B.S.), Industrial Engineering
University of Melbourne 1989 — 1990
Semester Abroad
Elaine Holmes's Fidelity Investments Experience October 2011 - Present
Job Category Manager at Iron Mountain
Industry Security and Investigations
Experience
Iron Mountain February 2015 - Present
Fidelity Investments October 2011 - Present
Fidelity Investments July 1991 - October 2011
Skills
Procurement Contracts, Strategic Sourcing, Oracle E-Business Suite, Outsourcing, Series 7, Contract Management, Business Process..., Leadership, Negotiation, Strategy, Professional Services, Procurement, Vendor Management, Business Process, E-procurement, Process Improvement, Management, Financial Services
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Business Administration (B.B.A.)
University of Massachusetts, Amherst 1987 — 1991
Bachelor's of Business Administration
Iron Mountain February 2015 - Present
Fidelity Investments October 2011 - Present
Fidelity Investments July 1991 - October 2011
Skills
Procurement Contracts, Strategic Sourcing, Oracle E-Business Suite, Outsourcing, Series 7, Contract Management, Business Process..., Leadership, Negotiation, Strategy, Professional Services, Procurement, Vendor Management, Business Process, E-procurement, Process Improvement, Management, Financial Services
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Business Administration (B.B.A.)
University of Massachusetts, Amherst 1987 — 1991
Bachelor's of Business Administration
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank