Fidelity Investments

Industry: Financial services company

Description

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

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

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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
Matthew Altman Matthew Altman Baltimore, Maryland Details
Matthew Altman's Fidelity Investments Experience September 2015 - Present
Job Fidelity Investments | Investment Consultant
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   August 2015 - August 2015
Fidelity Investments   February 2015 - August 2015
TD  June 2013 - February 2015
North Carolina Hillel  August 2010 - August 2011
Dick's Sporting Goods  May 2008 - August 2010
University of Miami Department of Wellness and Recreation   August 2008 - May 2009

Education
University of North Carolina at Chapel Hill   2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government, with minors in History and Social and Economic Justice

University of Miami - School of Business   2008 — 2009
Business Administration and Management, General

Sarah Lilley Sarah Lilley North Reading, Massachusetts Details
Sarah Lilley's Fidelity Investments Experience May 2015 - Present
Job User Experience Design Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   May 2015 - Present

Skills
Microsoft Word, Social Networking, Microsoft Office, Public Speaking, PowerPoint, Time Management, Microsoft Excel, Social Media, Research, Customer Service, Teamwork, Leadership, Event Planning, Facebook, Editing, Fundraising, Community Outreach, Writing

Education
University of Massachusetts, Amherst   2013 — 2017
Bachelor of Arts (B.A.), Economics and English with Computer Science Minor

Samuel Calder Samuel Calder Raleigh-Durham, North Carolina Area Details
Samuel Calder's Fidelity Investments Experience 2006 - 2007
Job PreSales Engineer at Zerto
Industry Computer Software
Experience
Zerto  December 2013 - Present
Rapid7  August 2012 - December 2013
Intuit  July 2010 - August 2012
Keane  January 2007 - July 2010
Fidelity Investments   2006 - 2007
VNU Business Publications  2005 - 2006

Skills
Cloud Computing, Enterprise Software, SaaS, Information Security, Network Security, Pre-sales, Salesforce.com, Security, Solution Selling, Business Analysis, Information Security..., PCI DSS, SDLC, Requirements Analysis, Networking, Process Improvement, Disaster Recovery, Visio, Vendor Management, Databases, Integration, Penetration Testing, Professional Services, Computer Security, CRM, IT Strategy, CISSP, Program Management, Agile Methodologies, Business Intelligence, Project Management, Software Project..., Virtualization, Linux, Vulnerability Assessment, VMware, Facebook, Start-ups

Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)

Thomas O'Rourke Thomas O'Rourke Greater Boston Area Details
Thomas O'Rourke's Fidelity Investments Experience April 2012 - Present
Job Vice President, Education and Communications Corporate Compliance and Ethics at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments   April 2012 - Present
Fidelity Investments   2008 - 2012
Fidelity Investments   2006 - 2008
Fidelity Investments   1999 - 2006
MediaOne  1996 - 1999
Continental Cablevision  1995 - 1996
Continental Cablevision  1990 - 1995

Skills
Executive Communications, Internal Communications, Strategic Communications, Writing, Public Relations, Editing, Corporate Communications, Event Management, Non-profits, Philanthropy, Executive Coaching, Corporate Social..., Media Relations, Speech Writing, Thought Leadership, Cross-functional Team..., Communications Planning, Contract Negotiation, Communication Training, Nonprofits, Sponsorship, Message Development, Government Relations, Community Relations, Video Production, Stakeholder Engagement, Lobbying, Sponsorship Development, Grant Management, Public Awareness..., Team Management, Corporate Website..., Content Development, Proposal Evaluation, Spokesperson, Presentation Development, Program Development, Campaign Strategies, Audience Development, Survey Design, Employer Branding, Advocacy, Legislative Relations, Messaging, Marketing, Press Releases, Newsletters, Strategic Planning, Management, Policy

Education
University of Massachusetts, Amherst   1985 — 1989
Bachelor of Arts, Communications

Rockport High School

Ryan Kristopher Bofill Ryan Kristopher Bofill Miami, Florida Details
Ryan Kristopher Bofill's Fidelity Investments Experience September 2013 - April 2014
Job Alumni Relations at University of Miami
Industry Fund-Raising
Experience
University of Miami  August 2014 - Present
Fidelity Investments   September 2013 - April 2014
Outlook International, Inc.   August 2013 - September 2013
Perez & Rodriguez, P.A.   September 2011 - December 2012
University of Miami Institute of Cuban and Cuban American Studies   May 2008 - May 2010

Education
University of Miami   2006 — 2010
Bachelor of Arts (B.A.), Political Science/Business Law/History

Belen Jesuit Preparatory School   2002 — 2006
High School

Chris Iscela Arteaga Chris Iscela Arteaga Detroit, Michigan Details
Chris Iscela Arteaga's Fidelity Investments Experience October 2014 - Present
Job Associate Financial Consultant at White House Financial & Investment Solutions, LLC
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present
Four Financial Management   March 2014 - October 2014
White House Financial & Investment Solutions, LLC   October 2011 - March 2014
Bromberg Translation Services  February 2011 - October 2011

Skills
Highly detail oriented, Troubleshooting, Proposal Writing, Investment Management, Team Building

Education
University of Michigan
Bachelor of Arts (B.A.), Political Science

Ray Moylan Ray Moylan Greater New York City Area Details
Ray Moylan's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Northwestern Mutual  June 2014 - Present
Isenberg School of Management, UMass Amherst  January 2014 - May 2014
Merrill Lynch  May 2013 - August 2013
Jones Beach State Park  May 2011 - August 2013
New York Lizards  May 2011 - August 2011
Baseball Summer Camp   June 2009 - June 2011

Skills
Social Media, Public Speaking, Marketing, Microsoft Word, Community Outreach, Event Management, Higher Education, Management, PowerPoint, Sales, Microsoft Excel, Event Planning, Microsoft Office, Facebook, Market Research, Leadership, Teamwork, Risk Assessment, Customer Service, Finance

Education
University of Massachusetts, Amherst   2010 — 2014
Bachelor's Degree, Economics

Chaminade High School   2006 — 2010

RJ Hanson RJ Hanson Portland, Maine Area Details
RJ Hanson's Fidelity Investments Experience 1996 - 2001
Job Outbound Sales Representative, Sales Trainer, Coach
Industry Education Management
Experience
Sandler Training of South Portland   September 2009 - Present
Southern Maine Networking Group   2006 - 2009
BNI  2003 - 2007
Fidelity Investments   1996 - 2001
Sunshine Group Broadcasting   1984 - 1988
Maine Public Broadcasting Network  1903 - 1912
WBLM   1900 - 1910

Skills
Public Speaking, Strategic Planning, Social Media Marketing, Advertising, Marketing, Marketing Strategy, New Business Development, Sales, Cold Calling, Personal Development..., Coaching, Sales Management, Leadership, Team Building, Entrepreneurship, Direct Sales, Team Leadership, Social Networking, SEO, Personal Development, Email Marketing, Customer Service, Sales Process, Social Media, Lead Generation, Training, Online Marketing, Online Advertising, Copywriting, Management

Education
University of Massachusetts, Amherst
Communications

Chris Azeez Chris Azeez Cincinnati Area Details
Chris Azeez's Fidelity Investments Experience May 1991 - March 2010
Job Performance Analyst at Convergys
Industry Financial Services
Experience
Convergys  July 2010 - Present
Fidelity Investments   May 1991 - March 2010

Education
Xavier University - Williams College of Business   1994 — 2000
MBA, Finance

University of Michigan   1986 — 1990
BA, Economics

Rob Lonardo Rob Lonardo United States Details
Rob Lonardo's Fidelity Investments Experience August 2006 - March 2010
Job $£€¥
Industry Financial Services
Experience
Merrill Lynch  February 2012 - August 2013
Brendan Murphy Art   September 2010 - February 2012
CKW Financial Group   May 2010 - August 2010
Fidelity Investments   August 2006 - March 2010
Banc of America Securities  January 2004 - July 2005
AXA Advisors  August 2002 - January 2004

Skills
Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy, Series 7, Finance, Retirement, Retirement Planning, Financial Services

Education
University of Miami   1992 — 1997
Bachelor of Science, Double Major: Photojournalism & Sociology

Julie Eberhard Julie Eberhard Hebron, Kentucky Details
Julie Eberhard's Fidelity Investments Experience January 2006 - Present
Job Sr. Industrial Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2006 - Present
American Chrome and Chemicals   June 1992 - July 1997
ExxonMobil  May 1991 - May 1992

Skills
Process Improvement, Project Engineering, Project Management, Air Quality Engineering, Quality Control, Lean Manufacturing, Business Analysis, Cross-functional Team..., Operations Management, Leadership, Program Management, Strategic Planning

Education
University of Michigan   1987 — 1991
Industrial & Operations Engineering

Michael Aldemeyer Michael Aldemeyer New York, New York Details
Michael Aldemeyer's Fidelity Investments Experience August 2015 - Present
Job Financial Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
AXA Advisors  February 2015 - July 2015
Liquidity Services, Inc  September 2012 - September 2014
Google Online Marketing Challenge  January 2012 - May 2012
Adrienne Arsht Center for the Performing Arts  May 2011 - August 2011

Skills
Email Marketing, Social Media, Online Marketing, Google Adwords, Marketing, Social Media Marketing, Copywriting, Google Analytics, Marketing Research, Marketing Communications, Marketing Automation, Online Advertising, Microsoft Excel

Education
University of Miami - School of Business   2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing and Psychology

Jeff Dube Jeff Dube Greater Boston Area Details
Jeff Dube's Fidelity Investments Experience February 2012 - August 2013
Job Environmental Professional
Industry Design
Experience
Fidelity Investments   February 2012 - August 2013
Bayberry Nurseries & The Great Hill Horticultural Foundation   October 2011 - January 2012
Graham Institute of Sustainability   September 2010 - January 2011
Pomykala Farm   April 2009 - August 2010
Phosphoreduc / UVM Constructed Wetland Research Laboratory   September 2008 - August 2010

Skills
GIS analysis, Adobe Creative Suite, Planning, Spanish, Microsoft Office, Research, Technical Writing, Critical Thinking, Proposal Writing, Analysis, Sustainability, Public Speaking, Data Analysis

Education
University of Michigan   2010 — 2010
M.L.A., Landscape Architecture

University of Vermont   2006 — 2010
B.S., Environmental Sciences

Daniel Krueger Daniel Krueger Greater Boston Area Details
Daniel Krueger's Fidelity Investments Experience March 2005 - April 2013
Job Principal, Krueger and Associates LLC
Industry Transportation/Trucking/Railroad
Experience
Krueger and Assocaites LLC   September 2003 - Present
Temple Ohabei Shalom   August 2009 - Present
Boston Chauffeur   2013 - 2015
Boston Chauffeur Inc   March 2013 - September 2014
Fidelity Investments   March 2005 - April 2013
BostonCoach  March 2005 - April 2013
Boston Secession   1993 - 2008
Commonwealth of Massachusetts  March 1979 - September 2003
Boston Symphony Orchestra  1989 - 2002

Skills
Transportation, Event Management, Strategic Planning, Contract Negotiation, Event Planning, New Business Development, Management, Account Management, Team Building, Logistics, Operations Management, Budgets, Leadership Development, Program Management, Negotiation, Nonprofits, Microsoft Office, Customer Satisfaction, Customer Service, Strategy, Sales, Business Development, Leadership, Sales Management, Training, Process Improvement, Business Planning, Marketing Strategy, Coaching, Team Leadership, Public Relations, Marketing, Business Strategy, Project Planning, Change Management, Entrepreneurship, Project Management, Start-ups, Social Networking, Social Media Marketing, Networking, Salesforce.com, Sales Operations, Analysis, Fundraising, Social Media, Strategic Partnerships, Recruiting, Public Speaking, CRM

Education
University of Miami   1986 — 1989
PhD, Organizational Development

Rob Gillard, CFP, CIMA Rob Gillard, CFP, CIMA Greater Los Angeles Area Details
Rob Gillard, CFP, CIMA's Fidelity Investments Experience January 2012 - March 2013
Job Independent Certified Financial Planner with over 15 years of experience in private wealth management
Industry Financial Services
Experience
California Financial Partners, Inc.   April 2013 - Present
Fidelity Investments   January 2012 - March 2013
UBS Private Wealth Management  September 2007 - January 2012
Deutsche Bank  August 1999 - September 2007

Skills
Certified Financial..., Certified Investment..., Series 7, Series 65, Series 63, Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Investment Advisory, Strategic Financial..., Uniform Combined State..., Retirement Planning, Securities, Investment Strategies, Financial Advisory

Education
University of Miami - School of Business   1995 — 1999
Bachelor of Business Administration (BBA), Finance

Renee Sidman Renee Sidman Marblehead, Massachusetts Details
Renee Sidman's Fidelity Investments Experience June 2011 - September 2013
Job Business Support Analyst
Industry Hospital & Health Care
Experience
Partners HealthCare  February 2014 - Present
Fidelity Investments   June 2011 - September 2013
Fidelity Investments   August 2007 - June 2011
Fidelity Investments   2005 - 2007
Fidelity Investments   2002 - 2005
Fidelity Investments   2001 - 2002
Fidelity Investments   1999 - 2001

Skills
Data, Project Management, Systems Analysis, Business Analysis, Technology, Project Planning, Product Management, Requirements Gathering, Quality Assurance, Access, Testing, Training, Project Portfolio..., Strategy, Management, Databases

Education
University of Massachusetts, Amherst   1995 — 1999
Bachelor's degree, Women's Studies

University of Massachusetts, Amherst
Bachelor's degree, Political Science and Government

Susan Baumann Susan Baumann Greater Boston Area Details
Susan Baumann's Fidelity Investments Experience 1993 - 1997
Job President at Boston Billing Solutions, Inc.
Industry Hospital & Health Care
Experience
Boston Billing Solutions, Inc.   1997 - Present
Fidelity Investments   1993 - 1997
Fidelity Investments   1990 - 1993

Skills
Mental Health, Adolescents, Medical Billing, Invoicing, Healthcare, Health Education, Healthcare Information..., Revenue Cycle, EMR, Treatment, Public Health, Leadership, Nonprofits

Education
University of Massachusetts, Amherst   1986 — 1990
Bachelor of Science, Communication

Antonio J Lopez Antonio J Lopez Miami/Fort Lauderdale Area Details
Antonio J Lopez's Fidelity Investments Experience November 2005 - February 2009
Job Managing Director at Access Global, LLC
Industry Management Consulting
Experience
Access Global, LLC   February 2009 - Present
Fidelity Investments   November 2005 - February 2009

Skills
Private Equity, Outsourcing, Management, Portfolio Management, Equities, Wealth Management, Asset Management, Series 7, Alternative Investments, Investments, Mutual Funds

Education
IESE

University of Miami
Bachelor of Arts, Economics, Political Science

Villanova University
SIX SIGMA MASTER BLACK BELT

Eric Knapp Eric Knapp Raleigh-Durham, North Carolina Area Details
Eric Knapp's Fidelity Investments Experience August 2012 - April 2014
Job Senior Network Security Analyst at BB&T
Industry Utilities
Experience
BB&T  April 2014 - Present
Fidelity Investments   August 2012 - April 2014
Progress Energy  June 2001 - October 2012
Lucent / INS   1998 - June 2001
IBM Global Services  1996 - 1998
Accenture  1995 - 1996
JB Hunt Transport Services, Inc.   1995 - 1996
Kemper Insurance  1994 - 1995
IBM  1987 - 1991

Skills
Network Design, Routers, Switches, WAN, Networking, IDS, Security, Network Security, Firewalls, ITIL, Virtualization, Vulnerability Management, VPN, TCP/IP, Integration, Disaster Recovery, Visio, Cisco Technologies, Juniper, Servers

Education
University of North Carolina at Greensboro   1988 — 1991
MBA, Business Administration

University of Michigan   1982 — 1987
B.S.E., Computer Engineering

Qualys University
Certified Qualys Engineer, compliance

Timothy Hirbour Timothy Hirbour Greater Boston Area Details
Timothy Hirbour's Fidelity Investments Experience June 2000 - August 2003
Job Commercial Lending Officer, VP at Enterprise Bank (Enterprise Bancorp)
Industry Banking
Experience
Enterprise Bank (Enterprise Bancorp)   June 2005 - Present
Enterprise Bank (Enterprise Bancorp)   September 2008 - Present
Property Brothers, LLC   January 1901 - Present
Symitar  November 2003 - April 2005
Fidelity Investments   June 2000 - August 2003

Skills
Commercial Loan..., Commercial Lending..., Property Management, Real Estate Sales...

Education
University of Massachusetts, Amherst   1996 — 2000
Bachelors, Finance & Operations Management

Richard Doherty Richard Doherty Raleigh-Durham, North Carolina Area Details
Richard Doherty's Fidelity Investments Experience 1997 - 2001
Job Fidelity Charitable
Industry Philanthropy
Experience
Fidelity Charitable  May 2001 - Present
Fidelity Investments   1997 - 2001
Fidelity Investments   October 1989 - May 1997

Skills
Business Continuity..., Information Security..., Vendor Management, Records Management

Education
University of Massachusetts, Amherst

Jessie Yan Jessie Yan Greater Boston Area Details
Jessie Yan's Fidelity Investments Experience June 2003 - Present
Job Principle Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   June 2003 - Present
Lucent Technology  May 2000 - June 2002

Skills
Spring MVC, DB2, MS SQL Server, Hibernate, iBatis, Control-M, WebFOCUS, Informatics, JQuery, J2EE, Websphere, Coldfusion, Maven, Struts, Oracle, TcServer, Java, XML, JavaScript, CSS, HTML 5, Unix, Linux, Windows, Spring, JMS, Web Services, SOAP, RESTful

Education
University of Michigan   1998 — 2000
Master, Geophysics

Sarah Hatfield 513.621.4243 Sarah Hatfield 513.621.4243 Cincinnati Area Details
Sarah Hatfield 513.621.4243's Fidelity Investments Experience November 2011 - November 2012
Job Client Service Director at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources  March 2013 - Present
Fidelity Investments   November 2011 - November 2012
Procter & Gamble  June 2000 - October 2011
Bain & Company  June 1999 - August 1999

Skills
Forecasting, Competitive Analysis, Cross-functional Team..., Business Strategy, Strategy, Pricing, Financial Analysis, Business Planning, Consumer Products, SAP, Analysis, Management

Education
University of Michigan Business School   1998 — 2000
BBA, Finance & Accounting

University of Michigan   1996 — 1998
Liberal Arts

Steve Geiger Steve Geiger Greater Boston Area Details
Steve Geiger's Fidelity Investments Experience January 1986 - December 1988
Job Owner Top Ten Promos / Owner PHNX Boards
Industry Marketing and Advertising
Experience
Top Ten Promos   July 2005 - Present
PHNX Boards   July 2013 - Present
Stran & Company  July 2003 - July 2005
Source4  August 2001 - December 2002
Consolidated Marketing Services  October 1997 - August 2001
Harte-Hanks Direct Marketing  February 1997 - October 1997
Fidelity Investments   January 1986 - December 1988

Skills
Marketing Strategy, Customer Service, Advertising, Program Management, Start-ups, Social Media Marketing

Education
University of Massachusetts, Amherst   1979 — 1983
BA, English

Molly Thornton Molly Thornton Greater Boston Area Details
Molly Thornton's Fidelity Investments Experience June 2008 - August 2008
Job Product Manager at Reebok
Industry Sporting Goods
Experience
Reebok  January 2015 - Present
Reebok  August 2012 - Present
Reebok International Ltd  November 2010 - August 2012
Reebok  August 2010 - November 2010
Nike, Inc  June 2009 - August 2009
Fidelity Investments   June 2008 - August 2008

Skills
Product Marketing, Product Development, Market Research, Product Management, Consumer Products, Merchandising, Apparel, Marketing, Retail, Cross-functional..., Cross-functional..., Sales Analysis, E-commerce, Event Management, Project Management, Project Planning, Social Media Marketing, Retail Buying, Google Analytics, Corporate Partnership..., Brand Management, Footwear, Marketing Strategy

Education
University of Miami   2006 — 2010
BBA, International Finance & Marketing, Spanish, French

University of Miami   2006 — 2010
Bachelor of Business Administration (B.B.A.), International Finance

Cheryl (Milletary) Cain Cheryl (Milletary) Cain United States Details
Cheryl (Milletary) Cain's Fidelity Investments Experience June 2002 - June 2007
Job Freelancer and Travel Consultant at Cain Solutions LLC
Industry Human Resources
Experience
Cruises and Tours Unlimited   July 2014 - Present
Cain Solutions LLC   July 2008 - Present
Fidelity Investments   June 2002 - June 2007
IBM  March 1983 - June 2002

Skills
Customer Service, Call Centers, Customer Satisfaction, Virtual Teams, Team Leadership, Research, Public Speaking, Windows, Creative Writing, Microsoft Office, Technology, Human Resources, Leisure Travel, Employee Benefits

Education
College credits and employer education equivalent to a degree in Business Administration

University of Miami
Certificate, Human Resources Management

Justin Schmittberger Justin Schmittberger Greater New York City Area Details
Justin Schmittberger's Fidelity Investments Experience May 2013 - August 2013
Job Vice President of Speakers and Executives at Michigan Sport Business Conference
Industry Marketing and Advertising
Experience
Michigan Sport Business Conference  December 2014 - Present
Michigan Sport Business Conference  January 2014 - December 2014
LPGA  May 2014 - August 2014
Fidelity Investments   May 2013 - August 2013

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2016
Bachelor of Business Administration (B.B.A.), Current GPA - 4.04/4.00

University of Michigan   2012 — 2016

Ramapo High School   2008 — 2012
GPA - 4.00/4.00

William True, P.E. William True, P.E. Greater Boston Area Details
William True, P.E.'s Fidelity Investments Experience 2008 - January 2014
Job
Industry Facilities Services
Experience
Jacobs Engineering Group Inc  October 2014 - Present
Fidelity Investments   2008 - January 2014
Fidelity Real Estate Company  1996 - 2008
Carlson Design Construct  1994 - 1996

Skills
Project Planning, Project Management, Electrical Engineering, Mechanical Engineering, Automation, Data Center design,..., Disaster Recovery, Vendor Management, Customer Engagement, Business Modeling, Real Estate Due..., Investment Properties, Energy Efficiency, Carbon Footprinting, Facilities Management, Capital Budgeting, CMMS, Fire Protection..., HVAC, Plumbing Engineering, Program Management, HVAC Controls, Renewable Energy Systems, Construction, Business Development, Infrastructure..., Operations Management, Management, Data Center, Engineering

Education
University of Massachusetts, Amherst
Bachelor of Science 1986, Mechanical Engineering

Steven Castillo Steven Castillo Greater Boston Area Details
Steven Castillo's Fidelity Investments Experience 2004 - 2006
Job Ticket Sales Associate at Kraft Sports GroupNew England Revolution
Industry Financial Services
Experience
Kraft Sports Group-New England Revolution   May 2014 - Present
Mercer  June 2013 - September 2013
Konica Minolta Business Solutions U.S.A., Inc.   May 2012 - April 2013
Diamond Diagnostics  January 2010 - August 2010
New England Revolution  March 2009 - August 2009
New England Revolution  January 2008 - November 2008
New England Revolution  January 2007 - December 2007
Fidelity Investments   2004 - 2006

Skills
Microsoft Office 2003, Goldmine, Vantive, Oracle Applications, Sales, 401k, Pensions, Salesforce.com, Outlook, Account Management, Customer Service, Microsoft Excel, Event Management, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Advertising, Social Networking, Facebook, Management, New Business Development, Sales Operations, Sales Process, Social Media Marketing

Education
University of Massachusetts, Amherst   1997 — 2003
Liberal Arts, Spanish

Framingham High School   1993 — 1997
Diploma

Kimberly Angelakis Kimberly Angelakis Greater Boston Area Details
Kimberly Angelakis's Fidelity Investments Experience June 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
University of Michigan School of Engineering   September 2010 - May 2014
Fidelity Investments   June 2013 - August 2013
Camp Thoreau  June 2011 - August 2012
Family Eye Care Center  May 2012 - June 2012
The Thoreau Club  June 2008 - August 2010

Skills
Mechanical Engineering, Matlab, C++, Solidworks, CES EduPack, Kaleidagraph, Microsoft Excel, Microsoft Word, Figure Skating, PowerPoint, Labview, Simulink, Maple

Education
University of Michigan   2010 — 2014
Bachelor of Science in Engineering (BSE), Mechanical Engineering

Concord Carlisle High School   2006 — 2010

James Napolitano James Napolitano Greater New York City Area Details
James Napolitano's Fidelity Investments Experience September 2015 - Present
Job Operations and Service Associate at Fidelity Investments
Industry Logistics and Supply Chain
Experience
Fidelity Investments   September 2015 - Present
Park Street  May 2015 - July 2015
Park Street  January 2015 - May 2015
TestMasters  June 2014 - December 2014
David K. Tucker, P.A.   May 2014 - December 2014
N.B.R Vending   June 2009 - August 2013
mobli  January 2013 - May 2013
Menne Auto Sales   May 2011 - August 2012
Pooldip   January 2012 - May 2012
J. Mariano Construction   May 2010 - August 2010

Skills
Microsoft Excel, Social Networking, Time Management, PowerPoint, Social Media, Social Media Marketing, Marketing Strategy, Organization, Leadership, Customer Service, Public Speaking, Microsoft Office, Team Leadership, Facebook, Marketing, Microsoft Word, Management, Creativity, Business, Financial Strategy, Financial Planning, CRM Databases

Education
University of Miami   2012 — 2015
Bachelor of Arts (B.A.), Political Science/Psychology

University of Pittsburgh   2010 — 2011

Ramapo High School   2006 — 2010

Andrew Lydon Andrew Lydon Medfield, Massachusetts Details
Andrew Lydon's Fidelity Investments Experience June 2015 - August 2015
Job Vice President of Finance Interfraternity Council, University of Miami
Industry Financial Services
Experience
Interfraternity Council  November 2014 - Present
Leading and Learning Tutoring   September 2014 - Present
The University of Miami  August 2012 - Present
Fidelity Investments   June 2015 - August 2015
Liberty Mutual Insurance  May 2014 - August 2014
Category 5 Boat Shoes  May 2013 - August 2013

Education
University of Miami - School of Business   2012 — 2016

Alexandria Cutrone Alexandria Cutrone Greater Chicago Area Details
Alexandria Cutrone's Fidelity Investments Experience August 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   May 2014 - July 2015
Fidelity Investments   June 2013 - August 2013
Fidelity Investments   June 2012 - August 2012
Financial Strategy Network, LLC  June 2011 - August 2011

Skills
Series 7, Series 63, Series 65, Voice of the Customer..., Customer Experience..., Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint

Education
University of Michigan   2010 — 2014
Bachelor's degree

Lorenzo de' Medici   2013 — 2013

Marisa Gianino (Agapito) Marisa Gianino (Agapito) Greater Boston Area Details
Marisa Gianino (Agapito)'s Fidelity Investments Experience May 2005 - August 2008
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street  July 2015 - Present
Catholic Charities of the Archdiocese of Boston  July 2011 - Present
Junior Achievement of Northern New England  September 2013 - Present
State Street  August 2008 - July 2015
Fidelity Investments   May 2005 - August 2008
State Street Bank  February 1999 - June 2003

Skills
Securities, Derivatives, Process Improvement, Business Analysis, Program Management, Data Analysis, Change Management, Operations Management, Capacity Planning, Lean Fundamentals, Reference Data, Business Integration, Vendor Management, Organizational..., Business Development, Training Programme..., Training Delivery, Workflow Diagrams, PowerPoint, Excel, Word, Global Client Management, Italian, Microsoft Excel

Education
University of Miami   1994 — 1998
BA, Psychology/Biology

Braintree High School   1990 — 1994

Tricia Powers Tricia Powers Greater Boston Area Details
Tricia Powers's Fidelity Investments Experience August 1999 - March 2010
Job Sales Manager at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate  February 2014 - Present
William Raveis Real Estate  September 2012 - February 2014
Coldwell Banker Residential Brokerage  May 2010 - September 2012
Fidelity Investments   August 1999 - March 2010

Skills
Real Estate, Buyer Representation, Residential Homes

Education
Lenape Valley

University of Massachusetts, Amherst

Thomas Poirier, PMP, CSM, CSPO, MBA Thomas Poirier, PMP, CSM, CSPO, MBA Greater Boston Area Details
Thomas Poirier, PMP, CSM, CSPO, MBA's Fidelity Investments Experience 2007 - 2007
Job IT Manager at IDEXX Laboratories
Industry Information Technology and Services
Experience
IDEXX Laboratories  November 2013 - Present
Persystence, Inc.   October 2004 - November 2013
BlueCross BlueShield of MA  January 2009 - February 2010
Fidelity Investments   2007 - 2007
Cogentric, Inc.   March 2001 - September 2004
Darwin Partners  2002 - 2004
Conduciv, Inc.   September 1998 - March 2001
Software Quality Partners   1990 - 1999

Skills
SDLC, Agile Methodologies, Software Project..., PMP, Vendor Management, Program Management, Requirements Analysis, Scrum, Software Development, Cloud Computing, Agile Project Management, Integration, Outsourcing, Project Management, PMO, CRM, Change Management, Enterprise Architecture, Enterprise Software, IT Strategy, Quality Assurance, SaaS, Security, SharePoint, Testing, Performance Testing, Building Automation, Test Automation

Education
Project Management Institute   2011 — 2011
Project Management Professional (PMP), Project Management

University of Massachusetts, Amherst   1987 — 1989
MBA, Marketing and Finance

University of Massachusetts, Amherst   1983 — 1987
BS, Applied Mathematics

CSM Training
Big Visible, Certified Scrum Master

Tanner Collins Tanner Collins Dallas/Fort Worth Area Details
Tanner Collins's Fidelity Investments Experience June 2015 - Present
Job Brokerage Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Cobalt Mortgage  May 2014 - August 2014
Barnes & Noble  May 2012 - August 2012
Baylor University  May 2011 - August 2011

Skills
Microsoft Office, Minitab, SPSS, International Finance, International Marketing, Economics

Education
University of Miami   2011 — 2015
Bachelor’s Degree, International Finance & Economics

Tari Van Nostrand Tari Van Nostrand Barnstable/Yarmouth, Massachusetts Area Details
Tari Van Nostrand's Fidelity Investments Experience September 2005 - August 2007
Job Global Corporate Action Analyst at Fidelity Investments
Industry Financial Services
Experience
Knapp, Schenck & Co. Insurance Agency   August 2007 - September 2008
Fidelity Investments   September 2005 - August 2007
Fidelity Investments   January 2004 - August 2007
FPCMS, Fidelity Investments   February 2005 - September 2005
CSS, Fidelity Investments   November 2004 - February 2005
OSG, Fidelity Investments   December 2003 - October 2004
Browning Ferris Industries  June 2002 - November 2003
UBS Financial Services, Inc  January 2001 - May 2002
UBS Financial  January 2000 - June 2001

Education
University of Massachusetts, Amherst   1998 — 2002

University of Massachusetts, Amherst
Political Economy Major

Lindsey Holiday Lindsey Holiday Greater Boston Area Details
Lindsey Holiday's Fidelity Investments Experience 2006 - 2008
Job Improving health outcomes through intervention research
Industry Research
Experience
Boston Medical Center  January 2013 - Present
Riverside Community Care  September 2011 - January 2013
OECD - Organization for Economic Cooperation & Development   September 2009 - December 2009
CEF Argentina   June 2009 - August 2009
Fidelity Investments   2006 - 2008

Skills
Research

Education
American University of Paris & NYU Wagner School of Government   2008 — 2011
Master's of Public Administration, Health Policy

Wellesley College   2002 — 2006
BA, Psychology, Economics

University of Oxford   2004 — 2004
Environmental Policy & Global Sustainability

University of Melbourne
Economics

Wellesley High

Peter Aten Peter Aten Portland, Maine Area Details
Peter Aten's Fidelity Investments Experience 2006 - July 2009
Job Sr. Systems Development Manager at IDEXX Laboratories building great customerfacing software one sprint at a time
Industry Information Technology and Services
Experience
IDEXX Laboratories  January 2013 - Present
Liberty Mutual Group  July 2010 - December 2012
Bottomline Technologies  November 2009 - July 2010
Fidelity Investments   2006 - July 2009
Fidelity Investments   2003 - 2006
Fidelity Investments   2001 - 2003
Exodus Communications  1999 - 2001
Liberty Mutual  1985 - 2001

Skills
Cross-functional Team..., Project Management, Outsourcing, Requirements Analysis, Agile Methodologies, Leadership, Risk Management, PMP, Benefits Administration, Requirements Gathering, SDLC, Six Sigma

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1996 — 1998
MBA, Business

University of Michigan   1981 — 1985

Lori Hawkins Lori Hawkins Rochester, New York Area Details
Lori Hawkins's Fidelity Investments Experience 1993 - 2002
Job Experienced Employee Benefits Professional
Industry Financial Services
Experience
Lifetime Benefit Solutions, Inc.   October 2012 - Present
Lifetime Benefit Solutions (formerly EBS-RMSCO)   August 2010 - October 2012
EPIC Advisors, Inc.   January 2006 - March 2009
QIA   2008 - 2008
Citizens Banking Corporation  December 2003 - December 2005
Fidelity Investments   1993 - 2002

Skills
Process Improvement, Product Management, Project Management, Management, Six Sigma, Strategic Planning, Business Planning, Mutual Funds, Financial Services, Wealth Management, Defined Contribution, Retirement, Investments, 401k, Series 7, Product Development, Relationship Management

Education
University of Michigan   1981 — 1990
MBA, Finance

Perry Eisen Perry Eisen Manchester, New Hampshire Details
Perry Eisen's Fidelity Investments Experience November 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments   November 2014 - Present
University of Michigan  September 2010 - May 2014
UBS  May 2013 - August 2013
PHH Mortgage  May 2012 - August 2012
Passariellos Pizzeria & Italian Eatery   April 2010 - August 2011
Family Service  June 2006 - August 2009

Skills
Data Analysis, Social Media, Event Planning, Leadership, •Quantitative..., Statistics, SPSS, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Team Leadership, Financial Analysis, Economics, Project Management, Portfolio Management, Investments

Education
Moorestown High School   2007 — 2010
High School Diploma

University of Michigan

University of Michigan

Sylvia Gantous Sylvia Gantous Greater Detroit Area Details
Sylvia Gantous's Fidelity Investments Experience June 2012 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
Fidelity Investments   January 2011 - June 2012
JP Morgan Chase Bank  December 2003 - January 2008
Pier 1 Imports  January 1999 - January 2001

Skills
Customer Service, Sales, Finance, Microsoft Office, Process Improvement, Leadership, Public Speaking, Team Building, Microsoft Excel, Program Management

Education
University of Michigan   2007 — 2009
Masters, Business Administration

University of Michigan   1999 — 2003
Bachelors, Psychology, Middle Eastern Studies

Benjamin Grimmett, CFA Benjamin Grimmett, CFA Greater Boston Area Details
Benjamin Grimmett, CFA's Fidelity Investments Experience May 2002 - August 2002
Job Trader at Bracebridge Capital
Industry Investment Management
Experience
Bracebridge Capital  2003 - Present
Fidelity Investments   May 2002 - August 2002

Skills
Hedge Funds, Fixed Income, Bonds, Investments, Securitization, Structured Products, ABS, Alternative Investments, Securities, Capital Markets, Financial Modeling, Portfolio Management, Investment Management

Education
University of Michigan   1999 — 2003
BA, Economics, History

Thomas Kezerian Thomas Kezerian Greater Boston Area Details
Thomas Kezerian's Fidelity Investments Experience July 2004 - July 2008
Job Sr. Relationship Manager at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems  November 2010 - Present
Linedata Services  June 2009 - November 2010
Independent Consultant  August 2008 - May 2009
Fidelity Investments   July 2004 - July 2008
Fidelity Investments   2001 - 2004
Fidelity Investments   2000 - 2001
Fidelity Investments   1998 - 2000

Skills
Customer Relations, Operations Management, Strategic Planning, Budgeting, Leadership Development, Team Leadership, Relationship Management, Customer Service, Change Management, Management, Budgets, Strategy, Process Improvement, Leadership, Project Management, CRM, Financial Services, Team Building

Education
University of Massachusetts, Amherst   1986 — 1990
Bachelors, Business Management

Rajesh Varma Rajesh Varma Greater Chicago Area Details
Rajesh Varma's Fidelity Investments Experience October 1988 - September 1991
Job Cofounder at Cognitek Holdings
Industry Renewables & Environment
Experience
Cognitek Holdings   October 2009 - Present
Varma Gestion   June 2009 - Present
Carmignac Gestion   December 2002 - June 2009
Eurazeo   December 2000 - November 2002
Montgomery Asset Management  December 1997 - November 2000
Ki Pacific Asset Management   September 1993 - August 1997
Arral Associates   October 1991 - September 1993
Fidelity Investments   October 1988 - September 1991

Skills
Emerging Technologies, Equities, Investments, Hedge Funds, Private Equity, Capital Markets, Venture Capital, Investment Banking, Alternative Investments, Asset Managment, Portfolio Management, Emerging Markets, Valuation, Financial Modeling, Financial Analysis, Financial Markets, Cleantech, Trading, Due Diligence, Corporate Finance, Derivatives, Renewable Energy, Asset Management

Education
University of Michigan - Stephen M. Ross School of Business   1986 — 1988
MBA

University of Michigan   1983 — 1986
BSE

South Island School

Brian Tahmoush Brian Tahmoush Raleigh-Durham, North Carolina Area Details
Brian Tahmoush's Fidelity Investments Experience June 2014 - Present
Job Sr. Director, Platform Deployment at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc.   September 2013 - December 2013
University of Miami  June 2011 - August 2013
Fidelity Investments (Contracting)   November 2009 - August 2010
Fidelity Investments   January 2007 - November 2008
Fidelity Investments   February 2005 - January 2007
Fidelity Investments   July 1999 - February 2005

Skills
Defined Benefit, Team Building, Management, CRM, Process Improvement, Retirement, Leadership, Training, Operations Management, Employee Benefits, Benefits Administration, Customer Service, Vendor Management, Outsourcing, Project Planning, Project Management, 401k, Performance Management, Microsoft Excel, Process Excellence, Deferred Compensation, ERISA, 403 b, 457 Plans, Human Resources, Time Management, Microsoft Office, Microsoft Word, Relationship Management, Financial Services

Education
University of Miami   1985 — 1990
BBA

Steve Nicalek Steve Nicalek Greater Boston Area Details
Steve Nicalek's Fidelity Investments Experience August 2006 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   August 2006 - Present
Fidelity Investments   August 2005 - August 2006
Fidelity Investments   December 2003 - August 2005
Fidelity Investments   January 2002 - December 2003

Skills
Financial Services, Mutual Funds

Education
University of Massachusetts, Amherst   1992 — 1996
BBA

Randall (Randy) Frank Randall (Randy) Frank Ann Arbor, Michigan Details
Randall (Randy) Frank's Fidelity Investments Experience October 1998 - October 2008
Job Network Consulting Engineer
Industry Information Technology and Services
Experience
Internet2  June 2009 - September 2012
Fidelity Investments   October 1998 - October 2008
University of Michigan  1986 - 1998
University of Utah  1973 - 1986

Skills
Project Management, Leadership, Start-ups, Enterprise Architecture, Security, Project Planning, Program Management

Education
University of Utah   1973 — 1977
Ph.D. Candidate, Computer Science

University of Michigan   1969 — 1973
BSE(Comp Eng), Computer Engineeering

Andy Eisenberg Andy Eisenberg Raleigh-Durham, North Carolina Area Details
Andy Eisenberg's Fidelity Investments Experience January 2015 - Present
Job Senior Data Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   May 2011 - December 2014
ACS, a Xerox Company  April 2010 - May 2011
Great Point Capital  April 2005 - April 2010
PricewaterhouseCoopers  2000 - 2001
Hewitt Associates  1996 - 1999

Skills
Risk Management, Business Process..., Data Analysis, Requirements Analysis, Business Strategy, Project Management, SQL, Investments, HR Consulting

Education
University of Michigan   1992 — 1996
Bachelor of Business Administration (BBA), Finance, General

Yang Sie Yang Sie Greater Boston Area Details
Yang Sie's Fidelity Investments Experience July 2005 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2005 - Present

Education
University of Massachusetts, Amherst

Evans Longacre Evans Longacre Greater Boston Area Details
Evans Longacre's Fidelity Investments Experience February 2007 - Present
Job Consultant at Fidelity
Industry Financial Services
Experience
Fidelity Investments   February 2007 - Present
PepsiCo  January 2006 - January 2007
PepsiCo  January 2004 - January 2006
Fidelity Investments   March 2002 - December 2003
Deloitte  August 1998 - February 2002

Skills
Employee Benefits, Executive Pay, Pensions, Financial Services

Education
University of Michigan   2003 — 2008
Bachelor of Science Economics, Bachelor of Science Mathematics

Shaun Phelps Shaun Phelps Greater Boston Area Details
Shaun Phelps's Fidelity Investments Experience August 2000 - March 2006
Job Assistant Vice President at State Street Bank
Industry Human Resources
Experience
State Street Bank  September 2013 - Present
Mercer  May 2013 - September 2013
Mercer  July 2010 - April 2013
Mercer  April 2006 - July 2010
Fidelity Investments   August 2000 - March 2006
University of Massachusetts  November 1998 - July 2000

Skills
Employee Benefits, Leadership, Access, SQL, Software Documentation, Business Process, Human Resources, Management, Six Sigma

Education
University of Massachusetts, Amherst   1994 — 1998

Sheryl Koepke Sheryl Koepke Greater Boston Area Details
Sheryl Koepke's Fidelity Investments Experience 2002 - 2012
Job Vice President at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services  June 2012 - Present
Fidelity Investments   2002 - 2012
Fidelity Investments   1995 - 2002
Kidder Peabody  April 1993 - November 1994
Kemper Securities  1992 - 1993
Merrill Lynch  September 1984 - July 1991

Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds

Education
Columbia University Graduate School of Business   1983 — 1984
MBA, Finance

University of Michigan   1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology

Bob Silagi Bob Silagi Greater Boston Area Details
Bob Silagi's Fidelity Investments Experience May 2012 - Present
Job VP, Consumer Insights at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2012 - Present
P&G  2007 - June 2012
P&G (Gillette)   2005 - 2007
Gillette  2003 - 2005
The First Years  2002 - 2003
Arnold Worldwide  1999 - 2002
Quaker Oats  1987 - 1999

Skills
Customer Insight, Segmentation, Qualitative Research, Marketing Research, Leadership, Consumer Products, Market Research, Brand Equity

Education
University of Michigan - Stephen M. Ross School of Business   1985 — 1987
MBA

University of Michigan   1981 — 1985
BA

Tony Fabrikant Tony Fabrikant Greater New York City Area Details
Tony Fabrikant's Fidelity Investments Experience 2004 - 2006
Job Director of Technology
Industry Investment Management
Experience
Ipreo  March 2015 - Present
TMX Group - ir2020   May 2012 - March 2015
Taconic Capital Advisors LP   May 2006 - May 2012
Bridgewater Associates  2005 - 2006
Fidelity Investments   2004 - 2006

Skills
C#, .NET, Software Development, SQL, jQuery, Web Development, Visual Studio, Agile Methodologies, User Interface, Microsoft SQL Server, Web Applications, WPF, Architecture, ASP.NET MVC, JavaScript, LINQ, Web Services, WCF, Software Engineering, Software Design, Computer Science, jQuery Mobile, Entity Framework, Mobile Web Design, Design Patterns, Database Design, Financial Services, Hedge Funds, Technical Leadership, Mentoring, SQL Server, jQuery UI, Angular, Bootstrap 3, Powershell, LESS, ReSharper, Windows Azure, Visual Studio Online, Python, Equities, Fixed Income, Derivatives, F#, Advent Geneva, Oracle, Knockout, D3.js, Swift, iOS Development

Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Computer Science

University of Massachusetts, Amherst
Bachelor's Degree, Finance, Economics

Michael Tarlowe Michael Tarlowe Greater Seattle Area Details
Michael Tarlowe's Fidelity Investments Experience August 1994 - January 2001
Job Sr. Manager, Strategic Vendors at Amazon
Industry Internet
Experience
Amazon  July 2015 - Present
Amazon  October 2014 - July 2015
Amazon  March 2014 - September 2014
Amazon.com  August 2012 - February 2014
Amazon.com  December 2007 - July 2012
Virt Records   February 2001 - December 2007
Fidelity Investments   August 1994 - January 2001

Skills
Music, Record Labels, Licensing, Digital Media, Entertainment, Digital Distribution, Music Industry, Content Strategy, Digital Marketing, Strategic Partnerships, A&R, Music Licensing, Content Acquisitions, Negotiation, Strategic Negotiations, Supplier Negotiation, Rock, Strategy, Multimedia, New Media, Digital Strategy

Education
University of Michigan   1990 — 1994
Bachelor of Business Administration (BBA)

Clayton Leonard Clayton Leonard Cary, North Carolina Details
Clayton Leonard's Fidelity Investments Experience September 2007 - September 2008
Job Associate Director Project Delivery at Quintiles
Industry Information Technology and Services
Experience
Quintiles  April 2014 - Present
Information Technology Partners, Inc.   September 2008 - April 2014
Fidelity Investments   September 2007 - September 2008
Information Technology Partners, Inc.   August 2005 - August 2007
W.K. Kellogg Foundation   July 1997 - August 2005
Cambridge Technology Partners  June 1995 - July 1997
Amdahl  1991 - 1995

Skills
SharePoint, Data Warehousing, Business Analysis, Project Management, Web Development, Usability Testing, Microsoft SQL Server, Database Design, Program Management, Requirements Analysis, Software Project..., Integration, SDLC, Databases, HTML, CSS, JavaScript, XML, SSIS, Objective-C, Visio, ETL, T-SQL, T-SQL Stored Procedures, SSRS

Education
University of Michigan   1986 — 1991
Bachelor of Science, Computer Engineering

Scott Bianchi Scott Bianchi Greater Boston Area Details
Scott Bianchi's Fidelity Investments Experience 2006 - 2009
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   2006 - 2009
Fidelity Investments   2003 - 2006
Fidelity Investments   1998 - 2003

Skills
Retail

Education
Northfield Mount Hermon School

University of Massachusetts, Amherst

Jason Caggiano Jason Caggiano Greater Boston Area Details
Jason Caggiano's Fidelity Investments Experience May 2004 - June 2006
Job Commercial Risk Mangement
Industry Financial Services
Experience
RBS Citizens  October 2013 - Present
State Street  June 2006 - October 2013
Fidelity Investments   May 2004 - June 2006
Central Intelligence Agency  2001 - 2003

Skills
Banking, Capital, Risk, Bloomberg, Financial Risk, Equities, Finance, Regulatory Capital, Portfolio Management, Credit Risk, Basel II, Financial Analysis, Risk Management, Credit, Financial Reporting, Derivatives, Capital Markets, Fixed Income, Market Risk, Series 7, Credit Analysis

Education
University of Miami - School of Business   1999 — 2001

US Coast Guard Academy   1997 — 1999

Sara Cayatte Sara Cayatte Raleigh-Durham, North Carolina Area Details
Sara Cayatte's Fidelity Investments Experience March 2013 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   August 2009 - March 2013

Education
University of Massachusetts, Amherst   2000 — 2004
Bachelor of Science (BS), Industrial Engineering w Minor in Business

Alexander Getsinger Alexander Getsinger Naples, Florida Area Details
Alexander Getsinger's Fidelity Investments Experience April 2015 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Fidelity Investments   September 2008 - April 2015
Morgan Stanley  April 2004 - September 2008

Education
University of Miami   1999 — 2003
Bachelor’s Degree

Scott Furlong Scott Furlong Greater Boston Area Details
Scott Furlong's Fidelity Investments Experience October 2007 - Present
Job Director, Business Analytics
Industry Financial Services
Experience
Fidelity Investments   October 2007 - Present

Education
Suffolk University   2009 — 2011
M.S., Finance

University of Massachusetts, Amherst   1997 — 2000

Steve Sadowski Steve Sadowski Greater Boston Area Details
Steve Sadowski's Fidelity Investments Experience 2001 - 2008
Job Consultant at DBR Group, Inc.
Industry Human Resources
Experience
DBR Group, Inc.   April 2014 - Present
Towers Watson  February 2008 - April 2014
Fidelity Investments   2001 - 2008
Mercer  October 1992 - March 2001
Blue Cross Blue Shield of Massachusetts  1989 - 1992
Sun Life Financial  1985 - 1989
Blue Cross Blue Shield of Michigan  1983 - 1985

Education
University of Michigan   1979 — 1984

NDHS

Tom Moscariello Tom Moscariello Greater Boston Area Details
Tom Moscariello's Fidelity Investments Experience May 2009 - Present
Job Senior Operations Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2009 - Present
Fidelity Investments   December 1996 - April 2009
Polaroid  April 1983 - December 1996

Education
University of Massachusetts, Amherst

Wendy Apgar Wendy Apgar Greater Boston Area Details
Wendy Apgar's Fidelity Investments Experience 1996 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   1996 - Present
Digital Corporation  March 1995 - June 1996
xmx solutions   March 1994 - March 1995

Skills
Agile Methodologies, Spring, Java, Web Services, SQL, Perl, Scrum, Tomcat, Unix, XML, XSLT, J2EE Application..., J2EE Web Services, RTC, ClearCase, Object-oriented Software, DCL, Oracle PL/SQL..., ILOG, Drools, WebSphere Application..., WebSphere MQ, Rational Team Concert, Oracle SQL Developer, iBatis, Rational Rose..., JavaScript, SoapUI, Content Management, Firefox, Firebug, SOAP

Education
University of Massachusetts, Amherst   1983 — 1987
Bachelor of Science (B.Sc.), Computer Science

Ray Rosch Ray Rosch Greater Boston Area Details
Ray Rosch's Fidelity Investments Experience December 2003 - June 2007
Job Information Services Professional
Industry Information Services
Experience
Fidelity Investments   December 2003 - June 2007
Putnam Investments  December 2000 - December 2001
Digital Equipment  1983 - 2000

Education
Western New England University   1974 — 1975
MBA, Finance

University of Massachusetts, Amherst   1968 — 1970
BBA - FIN, Accounting, CompSci, CompLit

Kathy Fussell Kathy Fussell Raleigh-Durham, North Carolina Area Details
Kathy Fussell's Fidelity Investments Experience August 2002 - June 2008
Job HRIS Analyst at Rex Healthcare
Industry Human Resources
Experience
Rex Healthcare  April 2011 - Present
Duke University Health System  January 2010 - April 2011
IBM  June 2008 - May 2009
Fidelity Investments   August 2002 - June 2008
IBM  August 1997 - July 2002
IBM  October 1995 - August 1997
IBM  August 1992 - October 1995
IBM  June 1987 - July 1992

Skills
HRIS, Applicant Tracking..., Performance Management, Workforce Planning, Human Resources, Process Improvement, Onboarding, Training, New Hire Orientations, FMLA, Coaching, Program Management, HR Policies, Talent Management, Project Management, Leadership, Software Documentation

Education
University of Miami
Human Resources Management

Camilo Samayoa Camilo Samayoa Greater New York City Area Details
Camilo Samayoa's Fidelity Investments Experience April 2009 - May 2011
Job Associate Director Counterparty Risk Analytics at UBS
Industry Investment Banking
Experience
UBS  May 2011 - Present
Fidelity Investments   April 2009 - May 2011
Bear Stearns/JP Morgan  2007 - 2009

Skills
Equities, Fixed Income, Prime Brokerage, AML, Capital Markets, Derivatives, Hedge Funds, Middle Office, Options, Settlement, Market Risk, Trading, Alternative Investments, Risk Management, Securities, Bloomberg, Series 7, Equity Derivatives, Financial Markets, Financial Risk, Portfolio Management, Financial Services

Education
University of Miami - School of Business
MBA, Corporate Finance/ Intl Businesss

Steven J Lang Steven J Lang Greater Boston Area Details
Steven J Lang's Fidelity Investments Experience March 2005 - April 2010
Job Senior Business Analyst at SunGard
Industry Financial Services
Experience
SunGard  April 2012 - Present
Fidelity Investments   March 2005 - April 2010
Fidelity Investments   November 2000 - February 2005
Morgan Stanley Investment Management  August 1998 - October 2000
Fidelity Investments   August 1992 - July 1998
Shearson Lehman Brothers  October 1986 - July 1992

Skills
Options, Corporate Actions, Risk Management, Asset Management, Pricing, Dividends, Brokerage, MS Office Suite, MS Project, Minitab, ITIL, PMP, Business Analysis, Equities, Fixed Income, Derivatives, Process Improvement, Portfolio Management, Customer Relations, Vendor Management, Leadership, SDLC, Strategy, Project Management, Asset Managment, Visio, DB2, Analysis, Management, Agile Methodologies, Testing, Project Portfolio..., Financial Services, Securities, Business Requirements, Oracle, Trading, Software Project..., Trading Systems, Requirements Gathering, Requirements Analysis, IT Strategy, User Acceptance Testing, Agile Project Management, Back Office, Enterprise Architecture, PMO, Systems Analysis, Security, COBOL

Education
University of Miami - School of Business   1982 — 1986
BBA, Economics

Dennis Lamm Dennis Lamm Greater Boston Area Details
Dennis Lamm's Fidelity Investments Experience March 2006 - Present
Job Vice President, Technology Risk Mgmt at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2006 - Present
BAE Systems Information Technology  December 2003 - December 2005
BAE Systems Information Technology  January 2000 - December 2003
JG Van Dyke & Associates  July 1996 - January 2000
US Air Force  February 1988 - July 1996

Skills
CISSP, Information Assurance, Security, CISA, Management, Vendor Management, SDLC, Risk Management, IT Strategy, Program Management, Business Continuity, Information Security, Financial Services, Information Security..., Disaster Recovery, Process Improvement

Education
Joint Military Intelligence College   1992 — 1994
Master of Science (MS), Strategic Intelligence

University of Miami   1983 — 1987
Bachelor of Science, Electrical Engineering

Mark Gervig Mark Gervig Raleigh-Durham, North Carolina Area Details
Mark Gervig's Fidelity Investments Experience August 1989 - December 2006
Job Vice President, Institutional Asset Managment Group Retirement Solutions Sales Manager
Industry Financial Services
Experience
PNC  July 2014 - Present
BB&T (Branch Bank & Trust)   June 2011 - June 2014
Eastern Bank - Wealth Management   January 2007 - February 2011
Fidelity Investments   August 1989 - December 2006
Dean Witter  December 1986 - August 1989

Education
University of Miami - School of Business
Bachelors of Business Administration, Management

Stephen Mirarchi Stephen Mirarchi Greater Boston Area Details
Stephen Mirarchi's Fidelity Investments Experience April 1995 - Present
Job Vice President Program/Portfolio Management
Industry Financial Services
Experience
Fidelity Investments   April 1995 - Present
Boston Financial Data Services  1994 - 1995

Skills
Leadership, Project Portfolio..., Program Management, Financial Services, SDLC, Vendor Management, Series 7, Series 24, Business Analysis, Prime Brokerage, Securities Lending, Portfolio Management, Relationship Management, Mutual Funds, Project Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Process..., Securities, Equities, Investments, Analysis, Software Project..., Functional Decomposition, Performance Management, Agile Project Management, Business Process Mapping

Education
University of Massachusetts, Amherst   1987 — 1992
Bachelor of Science (B.S.)

University of Massachusetts, Amherst
Bachelor of Science (B.S.)

Anthony Donatelli Anthony Donatelli Sacramento, California Area Details
Anthony Donatelli's Fidelity Investments Experience November 2009 - July 2012
Job Team Lead, Financial Education
Industry Financial Services
Experience
Fidelity Investments   November 2009 - July 2012

Skills
Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Investments, Uniform Combined State..., Retirement, Wealth Management, Asset Allocation, Equities, 401k, Investment Advisory, Investment Strategies, IRAs, ETFs, Series 6, Bonds, Wealth Management..., Pensions, Wealth, Financial Planners, 401k Rollovers, Relationship Management, Fixed Annuities

Education
University of Miami   2001 — 2005
BA, Political Science, History

Robert Looney Robert Looney Greater Boston Area Details
Robert Looney's Fidelity Investments Experience June 2004 - February 2009
Job Director Account Management at athenahealth
Industry Information Technology and Services
Experience
athenahealth  February 2013 - Present
athenahealth  May 2010 - February 2013
athenahealth  May 2009 - May 2010
Fidelity Investments   June 2004 - February 2009
Fidelity Investments (Veritude)   October 2003 - June 2004
Fidelity Investments (Veritude)   November 2001 - October 2003
Fidelity Investments (Veritude)   February 2000 - November 2001
Summit Technical Services  February 1995 - February 2000

Education
University of Massachusetts, Amherst   1991 — 1995
Bachelor of Arts, History

Mauricio De La Guardia Mauricio De La Guardia Dallas/Fort Worth Area Details
Mauricio De La Guardia's Fidelity Investments Experience January 1995 - January 2002
Job Senior Trader at H.D. Vest Financial Services
Industry Financial Services
Experience
H. D. Vest Financial Services   May 2006 - Present
Fidelity Investments   January 1995 - January 2002

Skills
Mutual Funds, Securities, Financial Services, Asset Allocation, Series 7, Retirement Planning, Equities, Retirement, Series 63, Wealth Management, Fixed Income, Investments, Risk Management, Financial Planning, Options, Portfolio Management, Trading, Financial Advisory, Asset Management, Finance, Estate Planning, Investment Advisory, Financial Analysis, Insurance, Investment Strategies, Alternative Investments, Life Insurance, Series 24, Fixed Annuities, Investment Management, 401k

Education
University of Miami   1982 — 1984
MBA, Finance, General

University of Miami   1977 — 1979
BBA, International Business

Janet Littell Janet Littell Greater Boston Area Details
Janet Littell's Fidelity Investments Experience April 2011 - April 2012
Job technical writer, editor, proofreader
Industry Writing and Editing
Experience
independent publishing  August 2012 - Present
Fidelity Investments   April 2011 - April 2012
Fidelity Investments   November 2005 - February 2009
MIT  1984 - 2004

Skills
Usability Testing, Proofreading, Editing, Technical Writing, Technical Communication, Online Help, Information Design, Content Management, Information Architecture, Content Development, Copy Editing, Web Content, Instructional Design, Writing, Blogging, Newsletters, Research, Social Media, Publications, Social Networking, Program Management, Project Management, Nonprofits, Coaching, WordPress, Public Speaking, Analysis, Teaching, CMS, Higher Education, Software Documentation, Customer Service, SEO

Education
University of Toronto   1969 — 1970
Master of Arts (M.A.), Linguistics

University of Michigan   1968 — 1969
Linguistics

Sandra Mercado Sandra Mercado Dallas/Fort Worth Area Details
Sandra Mercado's Fidelity Investments Experience Software SupportProgress Software1998 - 2006
Job Service Setup Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Software SupportProgress Software1998 - 2006

Education
University of Massachusetts, Amherst   1989 — 1993
Bachelor of Science (BS), Mathematics

Ciara Merriman Ciara Merriman Greater Detroit Area Details
Ciara Merriman's Fidelity Investments Experience April 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Allstate Financial Services, LLC  August 2014 - April 2015
TIAA-CREF  February 2009 - October 2013

Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Series 65, Wealth Management..., Wealth Accumulation, Life Insurance, Personal Financial..., High Net Worth..., Asset Allocation, 401k, Retirement, Finance, Financial Planning, Fixed Annuities, Insurance, Investments, Financial Services

Education
University of Michigan   1995 — 1998
BA, Psychology & English

David Pett David Pett Greater Boston Area Details
David Pett's Fidelity Investments Experience 1991 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   1991 - 2009
Accenture  1983 - 1991

Education
University of Michigan - Stephen M. Ross School of Business   1980 — 1983
MBA, Operations Research and MIS

University of Michigan   1973 — 1977
BA, History

Seth Dovev Seth Dovev Boston, Massachusetts Details
Seth Dovev's Fidelity Investments Experience May 2006 - September 2006
Job Director of Client Services Integral Ad Science
Industry Marketing and Advertising
Experience
Integral Ad Science  April 2014 - Present
Integral Ad Science  May 2012 - March 2014
Appssavvy  April 2011 - March 2012
Appssavvy  September 2010 - April 2011
Media Contacts  February 2008 - September 2010
City Lights Media  September 2007 - December 2007
Fidelity Investments   May 2006 - September 2006

Skills
Online Advertising, Advertising, Mobile Advertising, Display Advertising, comScore, Rich Media, Facebook, Interactive Advertising, Digital Media, Media Planning, Media Buying, Digital Strategy, Social Media, Mobile Applications, New Business Development, Business Development, Strategic Partnerships, Account Management, Partner Management, New Media, Mobile Marketing, Online Media Buys, Brand Implementation, Managing Partner..., Managing Partners, Superior Client Service, Client Service Oriented, DART for Advertisers, DART for Publishers, Salesforce.com, Behavioral Targeting

Education
University of Massachusetts, Amherst
B.A., Communications

Marcia V. Banciu Marcia V. Banciu Cambridge, Massachusetts Details
Marcia V. Banciu's Fidelity Investments Experience December 2009 - April 2010
Job Project Manager/Sr Business Analyst
Industry Financial Services
Experience
Boston University IS&T PMO   2014 - 2015
Brown Brothers Harriman PMO   May 2013 - September 2013
State Street Corporation  May 2010 - January 2013
Fidelity Investments   December 2009 - April 2010
Pioneer Investments  October 2003 - March 2009
Center for Strategy Research  June 2002 - October 2003
State Street Global Advisors, Boston, MA   January 1998 - May 2002

Skills
Business Analysis, Project Management, Quality Assurance, Business Requirements, SDLC, Vendor Selection &..., Business Process..., Fixed Income, IT Leadership, Use Case Analysis, Resourcing Estimates, Portfolio Analytics, Client Reporting, Global Operations, Systems Analysis, Technology Conversions, Equities, Modified Agile, Investment Instruments, Asset Management, Program Management, Process Improvement, Data Mapping, Market Data, Functional..., Corporate Accounting, Global Project Delivery, Client Onboarding

Education
University of Michigan
BA

Josh Newman Josh Newman New York, New York Details
Josh Newman's Fidelity Investments Experience January 2013 - Present
Job Communications at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments   January 2013 - Present
Aon Hewitt  January 2012 - January 2013
Aon Hewitt  July 2009 - January 2012
The Miami Hurricane  May 2008 - May 2009
Distraction Magazine  May 2008 - May 2009

Skills
Strategic Communications, Internal Communications, Editing, Social Media, Employee Engagement, Corporate Communications, Writing, Journalism, Marketing, Editorial, Video Production, Communications Strategy, Mobile Strategy, website management, Change Management, Digital Communication, Internet Video..., Microsites, generational marketing, User Experience Design, Whiteboard Animation...

Education
University of Miami   2005 — 2009
B.S.C, New Media Journalism, Economics

Solomon Schechter Day School of Essex and Union   2001 — 2005

Robert Veek Robert Veek Greater Boston Area Details
Robert Veek's Fidelity Investments Experience 1991 - 2005
Job Managing Director, Head of Institutional Trading at Summer Street Research Partners
Industry Financial Services
Experience
Summer Street Research Partners  2010 - Present
White Cap Trading   2005 - 2010
Fidelity Investments   1991 - 2005

Skills
Equities, Series 7, Series 63, Series 55, Bloomberg, Equity Trading, FINRA, Trading Strategies, Asset Management, Electronic Trading, Trading

Education
University of Massachusetts, Amherst

Alec Robinette Alec Robinette Greater Nashville Area Details
Alec Robinette's Fidelity Investments Experience July 2005 - October 2006
Job Transition Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  October 2006 - Present
Fidelity Investments   July 2005 - October 2006

Education
University of Michigan   1997 — 2001
Bachelor of Arts, Ancient Civilizations

Ron Mainville Ron Mainville Greater Boston Area Details
Ron Mainville's Fidelity Investments Experience July 1998 - June 2004
Job
Industry Financial Services
Experience
State Street Corp  July 2007 - November 2011
Investors Bank & Trust  August 2005 - July 2007
Fidelity Investments   July 1998 - June 2004

Education
Western New England College   1976 — 1977
MBA, Business

University of Massachusetts, Amherst
Bachelors of Science, Management

Timothy Ginley Timothy Ginley Greater Boston Area Details
Timothy Ginley's Fidelity Investments Experience August 2004 - March 2009
Job Financial Advisor
Industry Financial Services
Experience
High Mark Wealth Strategies   March 2009 - Present
Fidelity Investments   August 2004 - March 2009
Salomon Smith Barney  July 2002 - August 2004
Merrill Lynch  January 2000 - July 2002
Thermo Fisher Scientific  1997 - 1999

Skills
Retirement Planning, Estate Planning, Financial Planning, Charitable Giving, Retirement Income..., Saving for Education, Comprehensive Wealth..., Asset Protection

Education
University of Massachusetts, Amherst   1992 — 1996
Bachelors of Science, Economics

Shawn Rauhala Shawn Rauhala Greater Boston Area Details
Shawn Rauhala's Fidelity Investments Experience November 2003 - August 2005
Job Benefits Specialist/Administrator at TripAdvisor
Industry Human Resources
Experience
TripAdvisor  November 2011 - Present
Mercer  August 2005 - November 2011
Fidelity Investments   November 2003 - August 2005
Fidelity Investments   May 2002 - November 2003
Fidelity Investments   April 2000 - May 2002
Fidelity Investments   March 1998 - April 2000

Skills
PeopleSoft, Benefits Administration, Employee Benefits, COBRA, HRIS, Human Resources, Deferred Compensation, Onboarding, Employee Relations, New Hire Orientations, 401k, Vendor Management

Education
University of Massachusetts, Amherst

ray chappell ray chappell Phoenix, Arizona Area Details
ray chappell's Fidelity Investments Experience September 1983 - December 1999
Job Office Manager at H&R Block
Industry Health, Wellness and Fitness
Experience
H&R Block  October 2010 - Present
Ray Of Light Yoga and Massage   January 2002 - July 2007
DST International  January 2000 - July 2001
Fidelity Investments   September 1983 - December 1999

Skills
Management, Therapeutic Massage, Holistic Health, Wellness, Outlook, Payroll, Microsoft Word, Customer Service, Recruiting, Vendor Management, Accounting

Education
University of Massachusetts, Amherst
bachelor of arts, mathematics

Shilpa Firmin Shilpa Firmin Greater Boston Area Details
Shilpa Firmin's Fidelity Investments Experience November 1996 - July 2009
Job VP Product Management at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  August 2010 - Present
Fidelity Investments   November 1996 - July 2009

Skills
Product Management, Credit Cards, Business Analysis, Financial Services, Agile Methodologies, Payments, Relationship Management, Business Requirements, Requirements Gathering, Payment Systems, Outsourcing, User Acceptance Testing, Call Centers, Process Improvement, PMO, Payment Card Processing, Finance

Education
University of Massachusetts, Amherst

Marion Allan Marion Allan Greater Boston Area Details
Marion Allan's Fidelity Investments Experience Flight AttendantUnited AirlinesOctober 1997 - June 2005
Job Participant Services Rep II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Flight AttendantUnited AirlinesOctober 1997 - June 2005

Education
University of Miami   1995 — 1997
BA, Latin American Studies

University of Maine at Farmington   1993 — 1995
BA, International Relations

Liza Barnes Liza Barnes Madison, Wisconsin Details
Liza Barnes's Fidelity Investments Experience May 2012 - August 2012
Job Project Manager at Epic Systems
Industry Hospital & Health Care
Experience
Epic  July 2014 - Present
University of Michigan Ross School of Business  July 2013 - May 2014
TOBB ETU  May 2013 - July 2013
Fidelity Investments   May 2012 - August 2012
University of Michigan Psychology Department  January 2012 - April 2012

Education
University of Michigan   2010 — 2014
Bachelor of Arts (B.A.), Organizational Behavior Studies

Newon South High School   2006 — 2010

Shawn Daly Shawn Daly Greater Boston Area Details
Shawn Daly's Fidelity Investments Experience December 2010 - April 2014
Job Senior Risk Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2010 - April 2014
Fidelity Investments   November 2006 - December 2010
Fidelity Investments   March 2004 - November 2006
Fidelity Investments   October 2001 - March 2004
Fidelity Investments   October 2000 - October 2001
Fidelity Investments   August 1999 - September 2000

Education
University of Massachusetts, Amherst   1994 — 1999
Bachelor of Arts (BA), Economics

Robert Badanes Robert Badanes Cincinnati, Ohio Details
Robert Badanes's Fidelity Investments Experience March 2004 - February 2008
Job Client Services Representative at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services  February 2008 - Present
Fidelity Investments   March 2004 - February 2008
Columbus Life   September 1996 - October 2002

Education
University of Miami

Ramraj Krishnan Ramraj Krishnan Owings Mills, Maryland Details
Ramraj Krishnan's Fidelity Investments Experience February 2008 - March 2009
Job Pension Analyst at T. Rowe Price
Industry Management Consulting
Experience
T. Rowe Price  September 2010 - Present
Karel-Gordon & Associates  January 2010 - May 2010
Aon Consulting  April 2009 - December 2009
Fidelity Investments   February 2008 - March 2009
Aon Consulting/Actuarial Science Associates   June 1999 - February 2008
Hewitt Associates  June 1996 - June 1999

Skills
Defined Contribution, Pensions, Insurance, Valuation, Defined Benefit, Pension Administration, Actuarial Science, Employee Benefits, Actuaries, Retirement, Benefits Administration, Microsoft Excel, Project Management, Microsoft Office, ERISA, Process Improvement, 401k, Vendor Management, Risk Management, Strategic Planning, Financial Services, Financial Analysis, Mutual Funds, Leadership, Investments, Business Analysis

Education
University of Michigan   1993 — 1996
Bachelor of Science (BS), Actuarial Mathematics

University of michigan ann arbor   1993 — 1996
Bachelors of Science, Actuarial Mathematics

David Suomi David Suomi United States Details
David Suomi's Fidelity Investments Experience January 2008 - January 2010
Job Business Development KUD
Industry Financial Services
Experience
KUD International LLC  January 2013 - Present
AVR Asset Management, LLC   January 2010 - January 2013
Fidelity Investments   January 2008 - January 2010
A.G. Edwards & Sons, Inc.   January 1999 - January 2008

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
University of Michigan
Bachelor of Arts

Princeton Day School

University of Michigan

Stacey Purcell Stacey Purcell Greater Boston Area Details
Stacey Purcell's Fidelity Investments Experience November 2011 - Present
Job Senior Director, Product and Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2011 - Present
Fidelity Investments   August 2006 - November 2011
Fidelity Investments   December 2005 - August 2006
Fidelity Investments   August 2001 - December 2005
Fidelity Investments   May 2000 - August 2001
Fidelity Investments   October 1999 - May 2000

Skills
Series 7, Series 63, Financial Services, 401k, Retirement, Defined Contribution, Asset Allocation

Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), History

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