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
SourceOne, Inc (DE) February 2012 - Present
SourceOne, Inc (DE) April 2000 - February 2012
Fidelity Investments 1995 - 2000
Computer Associates, Inc 1989 - 1995
Cullinet Software 1986 - 1989
Cameron & Colby 1985 - 1986
The New England 1983 - 1985
Commonwealth of Massachusetts 1982 - 1983
Skills
Renewable Energy, Strategic Planning, Smart Grid, Project Management, Energy, Application and System..., Energy Management, Software Consulting, Process Consulting, Competitive Analysis, Business Analysis, Business Intelligence, Start-up Environment, Database Design, Program Management, Software Development, Energy Efficiency
Education
Cambridge Institute of Computer Programming 1979 — 1980
Computer Science/Software Engineering
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Arts (B.A.), Engineering/Econ/PolSci/History
Fidelity Investments May 2014 - Present
Fidelity Investments May 2011 - May 2014
Fidelity Investments June 2010 - May 2011
Fidelity Investments August 2006 - June 2010
Fidelity Investments October 2004 - July 2006
Fidelity Investments January 1995 - October 2004
Education
University of Massachusetts, Amherst
Bachelor of Science
Fidelity Investments July 2015 - Present
Fidelity Investments September 2013 - July 2015
Millennium Partners Sports Club Management LLC May 2011 - September 2013
Fidelity Investments November 2007 - April 2011
Fidelity Investments February 2006 - December 2007
Fidelity Investments February 2004 - February 2006
Fidelity Investments December 2000 - February 2004
Skills
Email Marketing, Strategic Communications, Integrated Marketing, Newsletters, Editing, Program Management, Management, Team Building, Publishing, Research, Internal Communications, Corporate Communications, Leadership, Marketing, Marketing Communications, Project Management, Social Media Marketing, Strategic Planning, Strategy
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Arts (BA), Journalism and English Literature, 3.62 GPA
Fidelity Investments March 2014 - Present
Fidelity Investments July 2011 - Present
Fidelity Investments December 2005 - Present
Fidelity Investments August 2002 - Present
Fidelity Investments August 2000 - Present
Fidelity Investments October 2006 - July 2011
Skills
Mutual Funds, Retirement, 401k, Relationship Management, Risk Management, Retirement Planning, Defined Benefit, Trading, Financial Risk, Asset Allocation, Qualified Retirement..., Offshoring, Financial Services, Pension Administration, Pensions, Employee Benefits
Education
University of Massachusetts, Amherst
University of São Paulo, Brazil
Fidelity Investments July 2013 - Present
Fidelity Investments April 1991 - July 2013
Skills
Financial Services, Series 7, Relationship Management, Mutual Funds
Education
University of Massachusetts, Amherst 1988 — 1991
ZRG Partners October 2010 - Present
Fidelity Investments August 1999 - January 2001
Fidelity Investments August 1998 - August 1999
Fidelity Investments July 1997 - August 1998
Fidelity Investments September 1995 - July 1997
G.R. STUART INC., September 1993 - August 1995
Skills
Accounting, Outlook, Microsoft Office, QuickBooks, Financial Accounting, Accounts Receivable, Account Reconciliation, Financial Reporting, Financial Analysis, Cash Management, Accounts Payable, Business Development, Strategy, Leadership, Sourcing, Business Strategy
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln Financial Group 2012 - Present
The Talbots, Inc. 2008 - 2011
ACS Human Capital Management Solutions 2002 - 2008
ACS Human Capital Management Solutions 2000 - 2002
State Street Global Advisors 1997 - 1999
Putnam Investments 1995 - 1997
Putnam Investments 1993 - 1995
Fidelity Investments 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Employee Benefits, Management, Human Resources, Access, PowerPoint, Benefits Administration, 401k, Leadership
Education
University of Massachusetts, Amherst
BA, History
Fidelity Investments October 1994 - December 2008
Education
University of Massachusetts, Amherst 1974 — 1977
Pioneer Investments January 2015 - Present
Fidelity Investments June 2014 - December 2014
Mayfair Realty & Development May 2013 - September 2013
B&M Catering & Bar Services June 2012 - September 2013
Mansfield Sportsplex July 2008 - September 2010
Skills
Event Planning, PowerPoint, Microsoft Excel, Time Management, Teamwork, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Social Media, Research, Outlook, Hospitality, Access, Inventory Management
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Resource Economics
Fidelity Investments April 2012 - Present
MRI Software LLC May 2011 - March 2012
Walt Disney World June 2010 - January 2011
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts (BA), Communication and Journalism
Fidelity Investments December 2001 - Present
PricewaterhouseCoopers 1997 - 2001
PwC Consulting 1996 - 2001
Skills
Equity Compensation, Certified Equity...
Education
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Arts (BA), Communications
athenahealth March 2012 - Present
Dana-Farber Cancer Institute September 2010 - March 2012
Fidelity Investments January 2008 - April 2011
Fidelity Investments July 2007 - December 2008
Veri Realty June 1999 - May 2007
Skills
Management, Process Improvement, Sales, Account Management, Account Reconciliation, Accounting, Auditing
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts, Communication
Fidelity Investments May 2015 - August 2015
Black Duck Software June 2014 - August 2014
Skills
Java, PSpice, Matlab, Microsoft Excel, Microsoft Office, Agile Methodologies, JIRA, Salesforce.com, HTML, CSS, SQL, Customer Service, Photography
Education
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Computer Systems Engineering
Department of Computer Science, University of Massachusetts Amherst May 2013 - Present
University of Massachusetts Amherst August 2012 - Present
Amazon Robotics May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
South Shore Beach Little Compton, RI May 2012 - August 2012
Naval Undersea Warfare Center Newport June 2010 - August 2010
Skills
Java, Python, Research, Github, Programming, Software Development, Software Documentation, Eclipse, Matlab, SQL, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Microsoft Office, C
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor's Degree, Computer Science
Joseph Case High School 2008 — 2012
. January 2014 - Present
TIAA-CREF Boston 2011 - 2013
TIAA-CREF 2008 - January 2011
Fidelity Investments 2004 - 2008
Eastern Bank 2003 - 2004
State Street Research 2001 - 2002
Putnam Investments 2000 - 2001
Fidelity Investments 1995 - 2000
Fidelity Investments January 1993 - December 1995
Fidelity Investments January 1986 - December 1993
Skills
Strategy, Management, Retirement, Mergers & Acquisitions, Strategic Financial..., Relationship Management, New Business Development, Sales, Marketing Strategy, Sales Process, Integrated Marketing, Investment Management, Financial Services, Mutual Funds
Education
University of Massachusetts, Amherst 1973 — 1976
Buisness Adminstration
Archbishop Williams
Archbishop Williams
Archbishop Williams
Archbishop Williams
Northwood School
Braver Wealth Management, LLC January 2011 - Present
Eaton Vance April 2008 - December 2010
Fidelity Investments October 2004 - April 2008
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Legal Studies, Economics
Kim Colombi Consulting May 2006 - Present
American Student Assistance May 2012 - December 2013
Susquehanna International Group (SIG) March 2007 - February 2009
JPMorgan February 2008 - March 2008
NYFIX October 2007 - January 2008
E*TRADE Financial November 2005 - May 2006
JPMorgan; BrownCo July 2004 - November 2005
JPMorgan Invest, Inc. 2002 - 2004
MFS Investment Management October 2000 - December 2001
Fidelity Investments 1992 - 2000
Skills
Segmentation, Marketing Communications, Competitive Analysis, Positioning, Multimedia, Financial Services, Marketing Strategy, Integrated Marketing, Marketing, Market Research, Creative Strategy, Strategy, Management, Leadership, Strategic Planning, Advertising, Business Development
Education
University of Massachusetts, Amherst
BS, Marketing and Economics
Geode Capital Management February 2004 - Present
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Skills
Equities, Portfolio Management, Mutual Funds, Investments, Securities, Bloomberg, Hedge Funds
Education
University of Massachusetts, Amherst
BA, Political Science
Fidelity Investments June 2004 - Present
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Embassy Suites 1997 - 1999
Skills
Call Centers, Business Analysis, Project Management, Business Process...
Education
University of Massachusetts, Amherst 1993 — 1997
BA, Hotel, Restaurant, & Travel Administration (HRTA)
Algonquin Regional High School 1989 — 1993
Graduated
WNL Products September 1998 - Present
MSC Moisture Systems September 1997 - August 1998
Free Congress Foundation September 1996 - September 1997
Fidelity Investments September 1995 - September 1996
iMoneyNet September 1994 - September 1995
IBC Donoghue 1994 - 1995
Skills
Customer Service, Marketing, Inventory Management, Training, Customer Satisfaction, Strategic Planning, Coaching, Process Improvement, Employee Relations, Cross-functional Team..., Change Management, Performance Management, Analysis, Customer Experience, Recruiting, Product Design, Packaging Artwork, Regulatory Compliance, Sales, Team Building
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Psychology
Worcester Polytechnic Institute 2015 - Present
Fidelity Investments 1998 - 2003
MITRE June 1997 - March 1998
Skills
Self-directed team..., Excellent technical,..., Cooperative and readily..., Experience monitoring..., Project Management, Analysis, SDLC, Vendor Management, Process Improvement, Disaster Recovery, IT Strategy, IT Operations, Data Center, IT Management, Program Management, Data Analysis, IT Service Management, Troubleshooting, Change Management, Business Analysis, PMP, Databases, Integration, Requirements Analysis, Visio, Agile Methodologies
Education
Worcester Polytechnic Institute 1999 — 2003
Master of Business Administration (M.B.A.), E-Commerce/Electronic Commerce
University of Massachusetts, Amherst 1993 — 2007
Bachelor of Science (B.S.), Industrial Engineering, Minor in Mathematics
EY June 2011 - Present
Fidelity Investments November 2009 - June 2011
Ernst & Young September 2005 - November 2009
Skills
Corporate Finance, Auditing, SEC filings, Accounting, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, GAAP, Financial Analysis, Internal Audit
Education
University of Massachusetts, Amherst 2005 — 2006
Masters, Accountancy
University of Massachusetts, Amherst 2001 — 2005
Bachelors Degree, Accountancy
CIGNA December 2012 - Present
Meeting Strategies Unlimited January 2010 - December 2012
MassMutual Financial Group October 2008 - January 2010
Fidelity Investments May 2007 - July 2008
MassMutual Financial Group January 2001 - May 2007
Sheraton Springfield at Monarch Place 1998 - 2001
Skills
Conferences, Event Management, Hospitality, Contract Negotiation, Budgeting, Hospitality Sales,..., Events, International Project..., Strategic Sourcing, Operational Risk..., Strategic Partnerships, Relationship Management, Budgets, Global Sourcing, Change Management, Communication Training, Leadership, Program Management, Strategy, Training, Marketing, Sales, Management, Project Planning, Strategic Planning, Sourcing, Event Planning, Project Management, Corporate Events
Education
University of Massachusetts, Amherst
BA
South Shore Hospital May 2015 - Present
Spaulding Rehabilitation Hospital November 2013 - April 2015
South Shore Hospital January 2010 - October 2013
Fidelity Investments January 2005 - July 2009
Skills
BLS, ACLS, Acute Care, Emergency Room
Education
Remington College of Nursing 2012 — 2013
BSN, Registered Nursing/Registered Nurse
University of Massachusetts, Amherst 2003 — 2005
Bachelor of Arts (BA), Marketing
athenahealth October 2012 - Present
MEDITECH October 2010 - October 2012
Elswood Secondary School January 2010 - May 2010
Pri-Med April 2008 - January 2010
Fidelity Investments June 2006 - April 2008
Skills
Healthcare, Sales Operations, EHR, EMR, Marketing, Program Management, Management, Account Management, Sales, Hospitals, Leadership, Strategic Planning, Training, Team Building, Salesforce.com
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's Degree, Exercise Science, Public Health
University of South Florida
Collective Next, LLC January 2010 - Present
Fidelity Investments 1995 - 2009
Skills
Strategy, Program Management, Project Management, Workshop Facilitation, Organizational..., Strategic Planning, Business Transformation, Management Consulting, Business Process..., Change Management
Education
University of Massachusetts, Amherst
SiriusDecisions July 2015 - Present
Oracle November 2014 - June 2015
Oracle April 2013 - November 2014
Eloqua March 2011 - April 2013
Fidelity Communications + Advertising April 2009 - September 2010
Fidelity Investments April 2008 - April 2009
iPROMOTEu 2005 - 2008
Victoria's Secret 2004 - 2005
Skills
Creative Direction
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Communications
Monessen 1996 — 2000
High School
Columbia Threadneedle Investments, US August 2015 - Present
Columbia Threadneedle Investments, US March 2013 - Present
Columbia Threadneedle Investments, US September 2012 - Present
Fidelity Investments December 2011 - September 2012
Fidelity Investments April 2011 - December 2011
StrataScale July 2009 - March 2011
Massachusetts State House May 2006 - August 2006
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelors, Economics
Fidelity Investments October 2013 - Present
Fidelity Investments September 2012 - September 2013
Fidelity Investments November 2010 - September 2012
College Pro January 2007 - December 2007
Skills
Investments, Trading, Fundamental Analysis, Corporate Finance, Economics, Research, Microsoft Office, Social Media, Marketing, Sales, Sports Management, Finance, Securities, Mutual Funds, Financial Modeling, Equities, Microsoft Excel
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (BBA), Finance; Sport Management, Cum Laude honors
CFA Institute
ImmunoGen, Inc. August 2014 - Present
Fidelity Investments April 2013 - August 2014
Fidelity Investments April 2007 - April 2013
Houghton Mifflin Company March 2005 - April 2007
State Street Corporation 1999 - 2005
Daniel Roberts 1999 - 1999
Skills
Onboarding, Applicant Tracking..., College Recruiting, Organizational Design, Human Resources, Recruiting, HR Policies, HR Consulting, Career Development, Coaching, Conflict Resolution, Job Descriptions, Management Development, Employee Training, HRIS, Strategy, Training
Education
University of Massachusetts, Amherst 1995 — 1998
BS
Sallop Insurance Agency January 2014 - Present
Nathan Sallop Insurance Agency, Inc. May 2006 - January 2014
Team Enterprises August 2005 - January 2012
Fidelity Investments June 2004 - May 2006
Education
University of Massachusetts, Amherst 1999 — 2004
BBA, Finance, Marketing
Fidelity Investments August 2015 - Present
Currently Available (March 2015) March 2015 - Present
Delaware Life (Sun Life sale to Guggenheim Partners) May 2014 - February 2015
Gurnet Consulting December 2013 - February 2014
State Street June 2011 - May 2013
Harvard University August 2010 - November 2010
Fidelity Investments August 2006 - November 2008
Sungard Securities Processing August 2005 - August 2006
FMR Co April 2001 - August 2005
Politzer & Haney 2000 - 2001
Skills
Business Analysis, Software Development, Re-engineering, Securities, Process Engineering, Change Management, Workflow Analysis, Process Improvement, MS Project, Risk Management, Team Leadership, Project Portfolio..., SDLC, Vendor Management, Management Consulting, Project Planning, Team Building, IT Management, Analysis, Software Project..., Visio, Cross-functional Team..., Requirements Analysis, Project Implementation, Problem Solving, Integration, Business Strategy, SharePoint, Compliance, Business Management, Program Management, Access Database, Excel Pivot, End-to-End Project..., Program Delivery..., Resource Coordination, Financial Data, Financial Calculations, Strategic Consulting, Risk Assessment, Brokerage, Investment Brokerage, IT Audit, IT Risk Management, IT Security Assessments, Vendor Management..., Vendor Management Skills, IT Project & Program..., IT Project..., Technical Project...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MSF, Finance
University of Massachusetts, Amherst 1979 — 1982
BBA, Finance, Graduated 5th in class
Newton South High School 1976 — 1979
Graduated, General Studies
MFS Investment Management September 2015 - Present
Fidelity Investments December 2010 - May 2015
Fidelity Investments March 2006 - November 2010
Fidelity Investments April 2002 - February 2006
Fidelity Investments November 1996 - March 2002
Skills
Project Management, Agile Project Management, Building Relationships, Global Delivery, Influential Communicator, Program Management, Technology, Business Analysis, SDLC, Leadership, Process Improvement, Vendor Management, Management, Financial Services, Mutual Funds, Agile Methodologies
Education
University of Massachusetts, Amherst 1991 — 1995
BBA, Marketing
Certified Scrum Master (CSM)
Fidelity Investments October 2006 - Present
Cognos - An IBM Company January 2005 - October 2006
PTC 1999 - January 2005
Skills
Employee Relations, Recruiting, Sourcing, Talent Acquisition, College Recruiting, Talent Management, Interviews, Cold Calling, Screening Resumes, Workforce Planning, Screening, Building Relationships, Staffing Services, Taleo
Education
Umass-Amherst 1994 — 1998
BA, Sociology and Psychology
AIG December 2012 - Present
Protective Life April 2007 - November 2012
Fidelity Investments May 2004 - April 2007
Sun Life Financial, Inc September 2000 - May 2004
John Hancock Financial Services March 2000 - August 2000
AXA Advisors, LLC / The Equitable March 1999 - February 2000
CFS BANK 1995 - 1999
Skills
Insurance, Internet Recruiting, Sourcing, Human Resources, Interviews, Training, Financial Services, Investments, Sales, Management, Employee Benefits, Underwriting, Negotiation, 401k, Life Insurance, Fixed Annuities, Benefits Administration, Long-term Care, Temporary Placement, Marketing, Cold Calling, Hiring, Mutual Funds, Succession Planning, Employee Relations, Financial Advisory, PeopleSoft, Networking, Strategy, New Hire Orientations, Talent Acquisition
Education
University of Massachusetts, Amherst 1986 — 1991
Music Education
Monson Jr. Sr. High School
Citisoft April 2014 - Present
Citisoft February 2007 - March 2014
Fidelity Investments 2005 - 2007
fidelity investments 2000 - 2005
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Mellon Trust 1993 - 1995
Skills
Trading, International Trade, Asset Management, Fixed Income, Trading Systems, Investment Management, Mutual Funds, Equities, Financial Services, Back Office, Investments, Middle Office, Securities, Business Analysis, Derivatives
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelors Degree in Individual Concentration
The MathWorks September 2013 - Present
Bose Corporation May 2013 - August 2013
EMC March 2012 - May 2013
Liberty Mutual Insurance January 2012 - March 2012
Aerotek July 2011 - December 2011
Aerotek June 2010 - July 2011
Fidelity Investments July 2008 - February 2009
Hollister, Inc July 2007 - July 2008
Fidelity Investments October 2005 - June 2007
Skills
Payroll, Scheduling, Talent Acquisition, Interviewing, HRIS, New Hire Orientations, new hire paperwork, PeopleSoft, Taleo, I-9 Compliance, Event Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Communications
MSC
Woods Hole Oceanographic Institution May 2015 - Present
Fidelity Investments September 2007 - Present
Fidelity Investments November 2006 - September 2007
Fidelity Investments July 2004 - October 2006
Fidelity Investments 1994 - 2004
Skills
Software Development, Waterfall, SDLC, Quality Center, User Acceptance Testing, Release Management, Offshoring, Software Quality..., Test Strategy, Performance Testing, Metrics, Business Requirements, Test Management, QTP, Test Planning, Information Technology, Information Security..., Cybercrime, Product Management, Product Development, Development Tools, Authentication Systems, Information Security, Computer Security, Program Management, Agile Project Management, Test Automation, Vendor Management, Testing, Security, Resource Management, Cross-functional Team..., Software Project..., Agile Methodologies
Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Zoology/Animal Biology
Gems by Jules 2007 - Present
Camp Pembroke June 2011 - Present
Rhys Thomas Institute of Energy Medicine June 2013 - October 2014
Lighthouse Academies February 2012 - June 2013
Paragon Planners June 2010 - 2012
Fidelity Investments 2005 - 2008
Lil’ Artists Ink 2004 - 2006
Massachusetts Department of Mental Health 2001 - 2003
Fidelity Investments 2000 - 2001
Fidelity Investments 1995 - 1997
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelors Degree, Art
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 December 2000 - Present
Skills
Agile Methodologies, SDLC, Software Project..., Java, SOA, XML, ClearCase, Technical Leadership, Software Development, Spring, Websphere, Requirements Analysis, Solution Architecture, Scrum, Web Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, MBA
University of Massachusetts, Amherst
BA, Finance
Fidelity Investments September 2001 - Present
Fidelity Investments July 1999 - September 2001
Fidelity Investments June 1998 - July 1999
Fidelity Investments March 1997 - June 1998
National Process Systems February 1993 - March 1997
Skills
Analysis, Project Management, Agile Methodologies, Business Analysis, Vendor Management, Visio, Relationship Management, Mainframe, Mutual Funds, Program Management
Education
University of Massachusetts, Amherst 1989 — 1993
Excellence in Translation April 2010 - Present
Fidelity Investments April 2006 - December 2010
Skills
Translation, Spanish, Technical Translation, Multilingual, Public Speaking, English, Courts, Portuguese, Foreign Languages, Italian, Localization, Intercultural..., Public Relations, Interpreting, Editing, Data Analysis, Proofreading, Linguistics, Terminology, International Relations, Manuals
Education
University of Massachusetts, Amherst 1989 — 1993
B.A., Spanish, Portuguese, Honors
Fidelity Investments Vice President, SalesFidelity Investments2006 - Present
Education
University of Massachusetts, Amherst 1980 — 1985
Bose Corporation June 2000 - February 2015
Fidelity Investments 2015 - 2015
Blitz Media March 1998 - June 2000
Dunkin' Brands 1990 - 1997
Skills
Digital Media, Advertising, Marketing, Broadcast, Media Planning, New Media, Creative Strategy, Media Buying, Marketing Strategy, Consumer Electronics, Lead Generation, Direct Response, Social Media, Media Strategy, Product Marketing, Negotiation
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor’s Degree, Communications
Citizens Financial Group, Inc. December 2014 - Present
Liberty Mutual Group September 2010 - August 2013
Bank of America March 2006 - February 2010
Carroll & Associates May 2003 - February 2006
Fidelity Investments September 2000 - April 2003
Fleet Bank April 1998 - August 2000
The Kessler Group 1990 - 1998
Skills
Leadership, Cross-functional Team..., Marketing Strategy, Marketing, Integrated Marketing, Multi-channel Marketing, Lead Generation, Customer Acquisition, Customer Loyalty..., Product Marketing, Direct Marketing, CRM, Strategic Partnerships, Analytics, Marketing Research, Segmentation, Database Marketing, Competitive Analysis, Management, Relationship Marketing, Strategic Planning, Sales, Market Analysis, Email Marketing, Digital Marketing, Online Marketing, Marketing Management, Business Planning
Education
University of Massachusetts, Amherst 1978 — 1982
Economics
Fidelity Investments April 2003 - Present
Fidelity Investments December 2000 - April 2003
Putnam Investments January 1998 - December 2000
Skills
Endevor, NDM, SDSF, ISPF, IBM Utilities, IBM Mainframe, JCL, MVS, COBOL, Requirements Gathering, User Acceptance Testing, FTP, Business Analysis, SQL, Access, Requirements Analysis, IDMS, XML, Data Analysis, Testing, Data Management, Servers, Internet Explorer, Disaster Recovery, HTML, Outlook, Quality Assurance, Customer Relations, Process Improvement, Integration, Excel, Problem Solving, Network Security, Change Management, VSAM, Axway Synchrony Gateway..., Microsoft Excel
Education
University of Massachusetts, Amherst 1988 — 1993
Pure Mathematics
Beth Israel Deaconess Medical Center September 2014 - Present
Fidelity Investments January 2013 - September 2014
Fidelity Investments November 2011 - January 2013
Fidelity Investments October 2005 - November 2011
Fidelity Investments June 2004 - October 2005
Fidelity Investments January 2002 - June 2004
Fidelity Investments January 2001 - January 2002
Fidelity Investments May 1994 - January 2001
Skills
Performance Management, Project Management, Business Analysis, Process Improvement, Microsoft Office, Data Analysis, Outlook, Microsoft Excel, Access, Customer Service, PowerPoint, Microsoft Word
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelors of Arts
Framingham State University December 2013 - Present
Framingham State University January 2013 - July 2013
Fidelity Investments May 2000 - March 2010
Brandeis University January 1999 - April 2000
Lesley University April 1998 - December 1998
Vertex Pharmaceuticals August 1992 - April 1998
Dana-Farber Cancer Institute July 1989 - August 1992
Skills
Training, Management, Mutual Funds, Start-ups, Portfolio Management, Budgets, Project Planning, Investment Management, Recruiting, Vendor Management, Business Analysis, SDLC, Competitive Analysis, Business Requirements, Product Management, Program Management, Cross-functional Team...
Education
Framingham State University 2000 — 2004
MBA, Business
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration (BBA), Concentration: Management
Boston Scientific Corporation September 2009 - Present
Fidelity Investments January 2006 - February 2009
Fidelity Investments 1995 - 2006
Education
University of Massachusetts, Amherst 1987 — 1991
Lincoln Financial Group 2010 - Present
Independent Consultant 2009 - 2010
Fidelity Investments July 1996 - December 2008
The Boston Company October 1989 - July 1996
Filene's May 1984 - September 1989
Skills
Program Management, Management, Business Intelligence, Team Building, Leadership, Enterprise Architecture, Project Planning, Team Management, Process Improvement, Project Management, Agile Methodologies, SDLC, Vendor Management
Education
William George Associates 2010 — 2010
Lean Six Sigma - Green Belt
University of Massachusetts, Amherst 1975 — 1980
BBA, Management
Fidelity Investments September 1995 - Present
Skills
Banking, Project Management, Strategic Planning, Management, Cash Management, Account Reconciliation, Credit, Trading, Internal Controls, Training, Leadership, Financial Analysis, Finance, Investments, Risk Management, Mutual Funds, Financial Services
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
St. John's Prep-Danvers MA 1983 — 1987
Fidelity Investments August 2009 - Present
ING April 1993 - June 1998
Skills
Series 7, Mutual Funds, Financial Services, Securities, Series 63, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, FINRA, Capital Markets, Risk Management, Financial Analysis
Education
University of Massachusetts, Amherst 1981 — 1985
BBA, Accounting
Fidelity Investments August 2013 - Present
Fidelity Investments Institutional March 2013 - July 2013
Fidelity Investments Tax Exempt Market June 2012 - November 2012
Fidelity Capital Markets June 2008 - February 2012
Fidelity Investments January 2002 - September 2008
Skills
Series 63, Series 24, Series 7, Smart Order Routing, Market Data, Microsoft Excel, Microsoft Word, PowerPoint, Sales Management, Sales, Marketing Strategy, Marketing, Thought Leadership, Sales Process, Sales Presentations, Strategic Sales, Strategic Sales Plans, Strategic Sales..., Project Management, Strategic Planning, Business Development
Education
University of Massachusetts, Amherst 1988 — 1993
Economics, Mechanical Engineering
University of Massachusetts, Amherst 1987 — 1991
BA, Economics with a minor in Mechanical Engineering
Marshall Consulting 2009 - Present
Fidelity Investments August 1993 - June 2008
Harbridge House Consulting 1981 - 1993
Education
University of Massachusetts, Amherst 1973 — 1974
M. Ed., Education
University of Michigan 1966 — 1970
BA, History
Vistaprint.com May 2011 - Present
LogicLab, Inc. March 2010 - March 2011
Tom Snyder/Scholastic 2009 - 2009
Fidelity Investments June 2006 - November 2008
EMC\Legato June 2004 - April 2006
PumaTech 2000 - 2001
Wang Laboratories 1987 - 1991
Skills
Agile Methodologies, Software Quality..., Defect Tracking, Quality Assurance, SQL, Scrum, Agile Project Management, Test Automation, JIRA, Test Planning, Waterfall, Test Cases, Regression Testing, Quality Center, Testing
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Civil Engineering (Structural)
Fidelity Investments July 1999 - Present
Skills
Communications Planning, Corporate Communications, Manage Client..., Internal Communications, Communication Training, Manage client..., Strategic Communications, Marketing Communications, Financial Services, Program Management, Strategy
Education
University of Massachusetts, Amherst
BA, Communications
At Home Supervisor, Government Services DivisionPhilips LifelineJuly 2009 - May 2013
Fidelity Investments July 2002 - December 2008
Fidelity Investments 2000 - November 2008
Fidelity Investments May 2000 - July 2002
Fidelity Investments April 1999 - May 2000
Fidelity Investments February 1997 - April 1999
Fidelity Investments Institutional Services 1990 - 1995
Pine Manor College 1971 - 1973
Skills
Operations Management, Cross-functional Team..., Management, Mutual Funds, Vendor Management, Process Improvement, Strategic Planning, Accounting, Leadership, Quality Assurance, Project Management, Business Analysis, Program Management
Education
University of Massachusetts, Amherst 1973 — 1975
BS, Business Management
Pine Manor College 1971 — 1973
AA, French/Liberal Arts
BNY Mellon December 1999 - Present
Fidelity Investments 1997 - 1999
Skills
Management, Fixed Income, Equities, Derivatives, Asset Management, Financial Services, Risk Management, Business Analysis, Hedge Funds, Capital Markets
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Science (BS)
Fidelity Investments March 2007 - Present
Fidelity Investsments 2007 - 2011
MIT Sloan School of Management 2002 - 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Fundraising, Outlook, Process Improvement, Vendor Management, Investments, Financial Services, Research, Portfolio Management, Event Planning, Event Management, Project Management, Program Management, Equities, Budgets, Training
Education
University of Massachusetts, Amherst
Fidelity Investments March 2001 - Present
FIIS March 2001 - Present
Education
University of Massachusetts, Amherst 1995 — 1998
BA, Political Science and International Affairs
Fidelity Investments August 2014 - Present
Fidelity Investments May 2012 - Present
Fidelity Investments July 2007 - May 2012
Fidelity Investments June 2006 - July 2007
Fidelity Investments May 2005 - June 2006
Skills
Project Management, Marketing Communications, Vendor Management, Microsoft Office, Salesforce.com, Strategic Planning
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (B.A.), Communications
Shrewsbury High School 1996 — 2000
Fidelity Investments
Skills
Agile Methodologies, SDLC
Education
University of Massachusetts, Amherst
athenahealth November 2014 - Present
EveryNetwork January 2010 - October 2014
Fidelity Investments May 2003 - February 2009
Skills
Windows Server, Windows 7, Networking, Customer Service, SQL, Active Directory, Project Management, Business Analysis, VMware, Disaster Recovery, Microsoft SQL Server, Account Management, SharePoint, Sales, Virtualization, VMware ESX, Firewalls, Cisco Technologies, Strategic Planning, VPN, TCP/IP, Microsoft Exchange, DNS, Cloud Computing
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelors, Economics
Good Harbor Financial May 2014 - Present
Dolan Capital Group June 2013 - May 2014
Guggenheim Funds September 2010 - October 2012
Invesco/Aim/PowerShares May 1998 - October 2010
Fidelity Investments January 1988 - May 1997
Skills
Asset Management, Investments, ETFs, Alternative Investments, Separately Managed..., Mutual Funds, Unit Investment Trusts, Series 7, Investment Advisory, Closed-end Funds, Asset Allocation, Securities, Investment Strategies, Series 63, Wealth Management, Series 24, Series 65
Education
University of Massachusetts, Amherst
BA, Economics
Nevada Division of state parks January 2013 - Present
Massachusetts Department of Conservation and Recreation May 2012 - September 2012
Fidelity Investments November 2008 - July 2011
Fidelity Investments 2011 - 2011
Wayside Recreation Association May 2007 - August 2007
Northampton District Court Probation Office September 2006 - December 2006
Skills
CCTV, Process Improvement, Access, Access Control, Program Management, Public Safety, Courts, Physical Security
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts, Sociology
Westborough High School
Diploma; higher, Sociology
Fidelity Investments August 2002 - March 2009
Education
University of Massachusetts, Amherst 1998 — 2001
Computer Systems Engineering
The Friends of the Millis Public Library March 2013 - Present
Fidelity Investments September 2011 - February 2013
Deutsche Bank June 2001 - April 2008
Fidelity Investments 1996 - 2001
Skills
Research, Real Estate, Legal Research, Legal Writing, Westlaw, Due Diligence, Licensing, Strategic Planning, Corporate Law, Intellectual Property, Estate Planning, Mediation
Education
University of Massachusetts, Amherst
Fidelity Investments May 2011 - Present
PanAgora Asset Management October 2009 - April 2011
Independence Investments September 1994 - September 2009
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Political Science
Fidelity Investments June 2007 - Present
Bank of New York Mellon December 2006 - January 2007
Skills
Computer Skills •..., Leadership, Access, Training, Marketing, Sales, Account Reconciliation, Business Planning, Microsoft Excel, PowerPoint, Teamwork, General Ledger, Microsoft Word, Databases, Mutual Funds, Spreadsheets, Illustrator, Market Planning, Financial Analysis, Banking, Public Speaking, Social Media, Customer Service
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor, Marketing
University of Massachusetts, Amherst
CrossHarbor Capital Partners, LLC May 2011 - Present
Fidelity Investments April 2001 - December 2008
Boston Capital Partners October 1993 - April 2001
Education
University of Massachusetts, Amherst 1976 — 1980
Bachelor of Arts, Communications
Goldman Sachs December 2012 - Present
Barclays Capital May 2011 - December 2012
Credit Suisse August 2009 - March 2011
Fidelity Investments June 2007 - June 2009
Claude & Christopher Lefebvre, P.C. June 1997 - June 2007
Pfizer May 1995 - June 1997
UNIVERSITY OF MASSACHUSETTS LAW SCHOOL September 1992 - May 1995
Fidelity Investments January 1988 - August 1992
Skills
Securities, Risk Management, Anti Money Laundering, Financial Risk, Banking, Management, Financial Services, Series 7, Capital Markets, Mutual Funds, Anti-corruption, Alternative Investments, Investments
Education
University of Massachusetts Law School Dartmouth 1992 — 1995
JD
University of Massachusetts, Amherst
NITNIKSYSTEMS Inc September 2014 - Present
Nokia March 2012 - August 2014
Boston Medical Center October 2011 - February 2012
Fidelity Investments June 2011 - October 2011
Realtime Notification Systems Inc May 2010 - June 2011
Skills
Software Engineering, Java
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Computer Science
Fidelity Investments July 2011 - Present
Fidelity Investments July 2006 - July 2011
Fidelity Investments July 2004 - July 2007
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelors degree, Business Management
Quoin 2011 - Present
Fidelity Investments 2006 - 2011
MEDITECH 2005 - 2006
Skills
Agile Methodologies, Solution Architecture, Ruby on Rails, Requirements Analysis, D3.js, Python, Django, JavaScript, Child Protection..., Ruby, Java, SQL, Rules Engines, NoSQL, CouchDB, Market Reference Data, Docker, Chef, Technical Writing, Full Text Search, Solr
Education
University of Massachusetts, Amherst 1999 — 2003
Computer Science
Fidelity Investments June 2014 - November 2014
Boulevard Realty Group June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Access, Data Analysis, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, SharePoint, Project Management, Data Entry, Project Planning, Management
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments May 2010 - Present
Skills
User Experience, XAML, C#, Agile Methodologies, WPF, Silverlight, .NET, Photoshop, Flex, HTML, CSS, JavaScript
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts (BA), English Language and Literature, General
University of Massachusetts, Amherst 2009 — 2010
Certificate, Professional Writing and Technical Communication
MassMutual Financial Group January 2013 - July 2014
The Hartford January 2008 - December 2012
MFS Investment Management July 2002 - December 2007
State Street Global Advisors March 1999 - June 2002
New York Life Benefit Services March 1996 - February 1999
Fidelity Investments June 1991 - February 1996
Skills
Marketing, Project Management, Direct Marketing, Series 6, 401k, Marketing Communications, Marketing Strategy, Series 63, Financial Services, Relationship Management, Retirement, Retirement Planning, Email Marketing, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)