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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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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
Chase Paymentech February 2014 - Present
Chase September 2008 - February 2014
ADP May 2007 - September 2008
Fidelity Investments July 2000 - July 2002
Skills
Relationship Management, Strategic Partnerships, Analytics, Electronic Payments, Payment Card Processing, Merchant Services, Financial Services, Salesforce.com, Customer Retention, Credit Cards, Customer Acquisition, Payroll, Customer Experience, Cross Selling
Education
University of New Hampshire 1995 — 1999
Bachelor's degree
Pinkerton Academy
Akamai Technologies March 2015 - Present
Xerocole, Inc. May 2014 - March 2015
Fidelity Investments May 2013 - August 2013
School Specialty, Inc. May 2011 - August 2012
Skills
Java, Python, C/C++ STL, C++, Eclipse, Linux, Data Structures, Software Engineering, OOP, Git, Object Oriented Design, Subversion, SML, Functional Programming, Software Development, Computer Science
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (BS), Computer Science
Fidelity Investments November 2014 - Present
Fidelity Investments January 2007 - November 2014
Fidelity Investments October 2006 - January 2007
Veritude October 2005 - October 2006
Chameleon Group, LLC. January 2004 - August 2005
Skills
Leadership, Employee Benefits, Process Improvement, Business Analysis, Defined Benefit, Benefits Administration, Vendor Management, Outsourcing, Risk Management, Manage Client..., Financial Services, Retirement, Financial Analysis, Management, Training, Operations Management, Auditing, CRM
Education
University of New Hampshire
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments May 2015 - Present
Northern Business Machines June 2014 - April 2015
Nike May 2012 - August 2012
Skills
Sports Marketing, Sports, Sports Management, Sponsorship, Athletics, Social Media Marketing, Social Networking, Social Media, Brand Management, Marketing Communications, Sales, Microsoft Office
Education
University of New Hampshire 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Fidelity Investments June 2014 - Present
Growing Places September 2011 - May 2014
University of New Hampshire Campus Planning April 2013 - December 2013
Let Go Your Mind June 2010 - August 2013
St Thomas More September 2012 - May 2013
CVS Pharmacy November 2008 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Photoshop, Teaching
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (BS), Finance and Management
University of New Hampshire
Fidelity Investments March 2014 - Present
Burtons Grill, LLC January 2014 - March 2015
Stella Blu Martini Bar April 2013 - October 2014
Sky Meadow Country Club May 2012 - May 2013
Nashua School District May 2009 - May 2012
Hampton Inn and Suites Nashua N.H. 2012 - 2012
Skills
Social Media, Social Media Marketing, Marketing, Digital Marketing, Microsoft Office, Customer Service, Public Relations, Entrepreneurship, Event Planning, Management, Microsoft Word, Social Networking, Public Speaking, Fundraising
Education
Nashua High North 2003 — 2007
Rivier University 2009 — 2013
Bachelors in Sociology Minor in Business Management, Social problems
University of New Hampshire 2008 — 2010
Transfered out
Fidelity Investments July 2014 - Present
Lord & Taylor August 2013 - June 2014
Breaking New Grounds August 2010 - April 2013
Not Your Average Joe's June 2012 - August 2012
New England Cable News May 2012 - August 2012
Market Basket August 2005 - August 2010
Skills
News Writing, Speech Writing, Report Writing, Rhetorical Analysis, New Media Studies, Social Media, Mass Communication, Editing, New Media
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), Journalism
Signator Investors, Inc. October 2014 - Present
Fidelity Investments March 2014 - October 2014
Fidelity Investments October 2012 - March 2014
Suffolk Construction August 2012 - October 2012
Suffolk Construction September 2011 - October 2012
The Fulton Group April 2010 - September 2010
Skills
Customer Service, Order Processing, Invoice Processing, Purchasing, Inventory Management, Process Improvement, Supply Chain Management, materials analyst, Vendor Management, Building Relationships, Strategic Sourcing, Supply Chain
Education
University of New Hampshire 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
sanborn
General, General Studies
Fidelity Investments 1996 - Present
Fidelity Investments 2000 - 2003
Cape Cod Times 1995 - 1996
Federal Express 1989 - 1993
US Army 1986 - 1989
Skills
Capacity Planning, Project Planning, PMP, SDLC, Visio, Vendor Management, Process Improvement, Technical Management, Cloud Computing, ITIL, Unix, Project Management, Technology Management, Business Analysis, Disaster Recovery, Enterprise Software, Enterprise Architecture, Infrastructure, Program Management, Provisioning, Software Project...
Education
University of New Hampshire 1981 — 1985
Bachelor of Science, Mathematics
Westford Academy
John Hancock Investments August 2013 - Present
Fidelity Investments June 2012 - July 2013
Enterprise Rent-A-Car June 2011 - May 2012
Iota Sigma Chapter of Sigma Nu Fraternity November 2010 - December 2011
Baystate Financial Services February 2011 - May 2011
Pepsi Bottling Company May 2009 - August 2010
Family Eye Associates September 2006 - August 2008
Skills
Series 7, Series 63, Investments, Mutual Funds
Education
University of New Hampshire 2008 — 2012
Business Administration, Finance/Management
Wachusett Regional High School 2004 — 2008
Fidelity Investments January 2001 - Present
AG Fitness 2009 - Present
Prince Communications 1995 - 2000
Skills
Strategic Communications, Employee Benefits, Relationship Management, Copy Editing, Marketing..., Key Account..., Financial Communications, Writing, Internal Communications, Corporate Communications, Financial Services, Marketing Communications, Retirement
Education
University of New Hampshire 1991 — 1995
Bachelor of Arts, English, Communication
Fidelity Investments January 2015 - Present
Fidelity Investments November 2014 - January 2015
Fidelity Investments August 2011 - November 2014
Education
University of New Hampshire 2007 — 2011
BA, Political Science
Passed Level II of the CFA Program
Fidelity Investments August 2002 - Present
Student Advantage October 2000 - October 2001
iCast March 2000 - October 2000
Eastern Bank June 1997 - March 2000
Skills
PMP, Program Management, SDLC, Business Analysis, Vendor Management, Process Improvement, PMO, Requirements Analysis
Education
University of New Hampshire 1989 — 1993
BA, Sociology/Justice Studies
John Adams 1985 — 1989
Project Management Institute
PMP, Project Management
The TJX Companies, Inc. February 2014 - Present
The TJX Companies, Inc. December 2011 - February 2014
Fidelity Investments February 2011 - December 2011
The TJX Companies, Inc. March 2010 - February 2011
The TJX Companies, Inc. September 2007 - March 2010
Skills
Loss Prevention, Physical Security, Internal Investigations, Inventory Control, Asset Protection, Fraud, Interviews, Organized Retail Crime, Surveillance, CCTV, Security Management, Interrogation, Analysis, Training, Budgets, Investigation, Risk Assessment, Retail, Microsoft Office, Enforcement, Interrogation Techniques, Wicklander-Zulawski..., Background Checks, Security Operations, Criminal Justice, Protection, Security Audits, Crisis Management, Corporate Security, Customer Service, Investigative Reporting, Exception Based..., Operating Budgets, Aspect, Oracle Reports
Education
University of New Hampshire 2003 — 2007
BA, Dual Major, Sociology and Justice Studies
Etsy January 2013 - Present
Fidelity Investments August 2007 - August 2013
Skills
Insurance, Finance, Series 63, Series 7, Mutual Funds, Retirement Planning
Education
University of New Hampshire 2002 — 2006
Epping Middle High School
Fidelity Investments July 2010 - Present
Fidelity Investments Life Insurance July 2005 - December 2008
Fidelity Personal Investments April 2000 - July 2005
Fidelity Investments Systems Company June 1998 - April 2000
Fidelity Investments Institutional Services September 1994 - June 1998
The Shareholder Services Group August 1993 - September 1994
The Shareholder Services Group July 1992 - August 1993
American Express June 1987 - July 1992
Education
University of New Hampshire
Bachelor of Arts
Fidelity Investments May 2014 - Present
Fidelity Investments October 2008 - May 2014
Fidelity Investments January 2006 - September 2006
Fidelity Investments April 2002 - December 2005
Skills
Text Editing, Technical Writing, XML, Instructional Design, Training, Financial Industry..., Customer Service, Information Architecture, Indexing, E-Learning, Process Improvement
Education
The University of Chicago 2010 — 2012
Professional Certificate, Editing
University of New Hampshire 1990 — 1993
Bachelor of Arts (BA), Classics
Fidelity Investments May 2015 - Present
Shaw's Supermarkets August 2011 - Present
Skills
Leadership, Mathematics, Russian, Creative Problem Solving, Social Networking, Strategic Planning, Business Analysis, Pitching Ideas, Open Minded, Organized Multi-tasker, Customer Service, Finance, Access, Teamwork
Education
University of New Hampshire 2013 — 2017
Bachelor of Business Administration (BBA), Major in Accounting & Finance, Mathematics Minor
Nashua High School South 2008 — 2013
High School Diploma
Fidelity Investments May 2015 - Present
MTS Services January 2014 - March 2015
Pinkerton Academy January 2012 - January 2014
Skills
Microsoft Office, Customer Service, Computer Proficiency, Troubleshooting, Networking, Coaching, Management, Strategic Planning, Team Building, Spanish
Education
University of New Hampshire 2006 — 2010
Bachelor of Arts (B.A.), Psychology, 3.1
Fisher Investments August 2014 - Present
Fidelity Investments January 2014 - July 2014
Fidelity Investments June 2013 - January 2014
Fidelity Investments April 2012 - June 2013
Fidelity Investments August 2011 - April 2012
Self Employed March 2011 - July 2011
University of New Hampshire September 2007 - May 2011
Wells Fargo / RCIS June 2010 - August 2010
2005-2010 April 2005 - January 2010
Skills
Mutual Funds, Finance, Investments, Customer Service, Sales, Web Design, Time Management, Microsoft Excel, Access, Series 7, Wordpress, HTML, Mutual Fund Trading, Stocks, Stock Trading, Google Analytics, Databases, Trading, Series 63, Joomla, PHP, Options, Precious Metals, Certificates of Deposit, XHTML, Website Development, Series 9
Education
University of New Hampshire 2007 — 2011
Whittemore School, Business and Economics
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelors, Business Administration, option in Information Systems Management, option in Finance
Fidelity Investments May 2008 - Present
Fidelity Investments April 2007 - April 2008
Fidelity Investments January 2005 - April 2007
Fidelity Investments September 2001 - January 2005
Skills
Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Visio, Microsoft Excel, Data Analysis, Analysis, Leadership, Business Process..., Project Management, SQL, Access, Outsourcing, Employee Benefits, Business Requirements, Agile Methodologies, Customer Service, Relationship Management, PMO
Education
University of New Hampshire 1997 — 2001
BA, Economics
Fidelity Investments Medical Billing/CollectionsSt. Joseph HospitalJune 1995 - September 1999
Education
University of New Hampshire 1974 — 1978
BS, Healthcare and business administration
Medicus Healthcare Solutions January 2012 - December 2014
Medicus Healthcare Solutions October 2011 - December 2014
Medicus Healthcare Solutions May 2008 - October 2011
Fidelity Investments January 2008 - May 2008
Vector Marketing June 2005 - December 2007
Skills
Cold Calling, Account Management, Recruiting, New Business Development, Healthcare, Talent Acquisition, Benefits Negotiation, Applicant Tracking..., Marketing, Sourcing, Screening Resumes, Business Development, Sales Management, Technical Recruiting, Team Building
Education
University of New Hampshire 2003 — 2007
BS, Marketing
Avention September 2014 - Present
Fidelity Investments September 2012 - September 2014
Northpoint Mortgage October 2011 - April 2012
WorldWide Tech Services June 2011 - September 2011
BAE Systems May 2010 - August 2010
Skills
Salesforce.com, Intacct, Customer Service, Microsoft Suites, Morningstar, Leadership, Microsoft Office, PowerPoint, Time Management, Microsoft Excel
Education
University of New Hampshire 2007 — 2011
Bachelor’s Degree, Business Administration/ Marketing, 3.3
Fidelity Investments January 2015 - Present
Fidelity Investments February 2013 - Present
Fidelity Charitable November 2012 - January 2013
Sawyer's Dairy Bar April 2012 - September 2012
THE BEACH PLUM March 2011 - March 2012
EDVENTURE PARTNERS/CHEVROLET CAMPUS PROMOTION August 2010 - December 2010
PIKE INDUSTRIES June 2010 - August 2010
SAWYER'S DAIRY BAR May 2004 - August 2010
Education
University of New Hampshire 2007 — 2011
Bachelor of Science, Business Administration - Double option; Finance & Marketing
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2011
Bachelor of Science, Business Administration; Finance & Marketing
Horizon Home Care, LLC October 2014 - Present
Alternative Home Health Care LLC March 2012 - October 2014
Fidelity Investments September 2009 - March 2012
Skills
Asset Management, Customer Service, Financial Analysis, Investments, Leadership, Management, Mutual Funds, Sales, Series 7, Strategic Financial..., Strategic Planning
Education
University of New Hampshire 2013 — 2013
Certificate in Human Resource Management, Human Resources Management/Personnel Administration, General
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
B.S., Business Administration, Option in Finance, Minor in Economics
Altegris Investments September 2012 - Present
Bennett Group Financial Services, LLC July 2011 - September 2012
Eaton Vance January 2004 - July 2011
Fidelity Investments January 2001 - January 2004
Skills
Series 63, Series 7, Mutual Funds, Series 6, Series 65, Alternative Investments, Asset Allocation, Wealth Management, Asset Managment, Investments, Securities, Investment Strategies, Hedge Funds, Investment Advisory, Investment Management, Separately Managed..., Financial Services, Relationship Management, Private Equity, Investor Relations, Institutional Sales, Financial Analysis, Fund Of Funds, Wholesale, Fixed Income, Asset Management
Education
University of New Hampshire 1996 — 2000
BS, Communications; Whittemore School of Business
Oracle June 2015 - Present
Sun Life Financial June 2013 - Present
Santander Bank, N.A. May 2012 - June 2013
Fidelity Investments June 2010 - May 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of New Hampshire 2008 — 2009
Master of Business Administration (M.B.A.)
University of New Hampshire 2004 — 2008
Bachelor's Degree, Political Science and Government
Fidelity Investments July 2015 - Present
Boston Interactive May 2014 - June 2015
Mullen May 2012 - May 2014
Mullen May 2012 - April 2013
Covidien December 2010 - May 2012
The Leukemia & Lymphoma Society October 2009 - October 2010
Skills
Outlook, Customer Service, PowerPoint, Word, Customer Relations, Salesforce.com, Excel, Agile Project Management, Project Management, Microsoft Word, Microsoft Excel, Interactive Marketing, Adobe Acrobat, Social Media Marketing, Advertising, Social Media, Digital Marketing, Interactive Advertising, Online Advertising, Microsoft Project, JIRA, Online Marketing, Email Marketing, Account Management
Education
University of New Hampshire 2003 — 2007
BA
Fendigraphy September 2012 - Present
Fidelity Investments May 2015 - August 2015
ArgenTech Solutions, Inc. May 2014 - August 2014
University of New Hampshire August 2013 - April 2014
Fidelity Investments May 2013 - August 2013
Robert Ortiz Photography March 2012 - January 2013
Farmington High School August 2011 - June 2012
Skills
Android Development, XML, Graphic Design, Java, Photoshop, SharePoint, Object Oriented Design, Adobe Photoshop, Computer Science, C++, User Experience, SQL, Leadership, Windows, PHP, JavaScript, CSS, Management, OS X, Visual Basic, MySQL, HTML, Microsoft Office 2007, Joomla, HP Quality Center, SharePoint Designer, Infopath Designer, OSX, XHTML, Autodesk 3dsMax, Adobe Flash, Adobe Premiere Pro, Adobe Dreamwaver, Adobe Lightroom, Photography, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, PowerPoint, Agile Methodologies
Education
University of New Hampshire 2012 — 2016
Bachelor of Science (B.S.), Computer Science, Sophomores
Farmington High School 2010 — 2012
Fidelity Investments January 2014 - Present
Elbit Systems of America September 2013 - December 2013
Elbit Systems of America July 2010 - February 2013
Sanmina June 2012 - August 2012
Skills
Active Directory, CA Tools, WinMagic SecureDoc, TrueCrypt, BartPE, Acronis True Image, Sophos, Cisco VPN, Customer Service, PXE, E-Token, HTML, Windows, Microsoft Office, SQL, Troubleshooting, Security, VPN
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (B.S.), Information Technology
Fidelity Capital Markets July 2011 - Present
Fidelity Investments May 2009 - July 2011
Merrill Lynch formerly Banc of America Investments January 2006 - March 2009
Merrill Lynch formerly Banc of America Investments 2005 - 2007
Fidelity Investments September 1999 - May 2004
Fidelity Investments September 1999 - May 2004
Skills
Product Lifecycle..., Software Lifecycle, SQL, SaaS, HTML 5, Flex, APIs, FBSI, Investment Strategies, Trading Systems, Trading, Martini, Equilend, Loanet, Investment Management, Bloomberg, Asset Allocation, Securities Lending, Smart Loan
Education
University of New Hampshire 1995 — 1999
Bourne High School 1991 — 1995
Fidelity Investments November 2014 - Present
Fidelity Investments June 2011 - November 2014
Walsh, Jastrem & Browne, LLP February 2009 - June 2011
PricewaterhouseCoopers, LLP September 2007 - January 2009
Skills
Auditing, Financial Reporting, Account Reconciliation, Financial Statements, Internal Controls
Education
Northeastern University
Master of Science, Accounting
University of New Hampshire
Bachelor of Science, Business Administration; Accounting
Liberty Mutual November 2014 - Present
Liberty Mutual Insurance September 2013 - Present
Fidelity Investments March 2012 - September 2013
Fidelity Investments January 2008 - March 2012
Skills
Process Improvement, Microsoft Excel, Management, Commercial Insurance, Customer Service, Insurance, Finance, Financial Services
Education
University of New Hampshire 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire 2001 — 2005
Bachelor's degree, Psychology
Fidelity Investments May 2010 - Present
Harvard Business School January 2009 - May 2010
First Marblehead February 2007 - November 2008
Digitas Inc. 2003 - 2006
Skills
Advertising, CRM, Cross-functional Team..., Digital Marketing, Digital Strategy, Email Marketing, Integrated Marketing, Interactive Marketing, Management, Marketing, Marketing Strategy, Strategy
Education
University of New Hampshire
Bachelor of Science (BS), Communication, General
University of New Hampshire January 2012 - Present
Fidelity Investments January 2001 - November 2011
BAE Systems January 2000 - December 2001
Sanders, A Lockheed Martin Company June 1997 - January 2000
Skills
Software Development, Agile Methodologies, SDLC, Unix, Perl, Visual Basic, Java, XML, Software Engineering, Software Project..., Linux, C, Software Quality..., C++, JavaScript, Ada programming, Eclipse, ClearCase, ClearQuest, Shell Scripting, Visual Studio, HTML, CSS, Integration, VoiceXML, Lisp, IBM Rational Tools, HMTL5, Software Design, Scrum
Education
University of New Hampshire 1994 — 1997
MS, Artificial Intelligence/Natrual Language Processing
University of New Hampshire 1989 — 1993
BSCS, Computer Science
Fidelity Investments November 2012 - Present
Fidelity Investments August 2010 - November 2012
Fidelity Investments August 2007 - August 2010
Fidelity Investments February 2007 - August 2007
Fidelity Investments August 2006 - February 2007
Skills
Mutual Funds, Asset Allocation, Securities, Financial Services, Fixed Income, Equities, Asset Managment, Investments, Finance, Product Management, Analysis, Financial Analysis, Project Management, Investment Management, Strategy, Asset Management
Education
Boston University 2009 — 2013
Master of Business Administration (M.B.A.)
University of New Hampshire 2002 — 2006
BA, Political Science and History
Fidelity Investments May 2013 - Present
Relyco October 2012 - May 2013
Fidelity Investments May 2012 - October 2012
Skills
Data Modeling, OBIEE, Business Intelligence, Data Reporting, SQL, Requirements Analysis, Data Analytics, Microsoft SQL Server, ETL Tools, Microsoft Office, jQuery, Photoshop, Web Content Management, Dreamweaver, Joomla, HTML 5, CSS3, PHP, jQuery UI, Twitter Bootstrap, Illustrator
Education
University of New Hampshire 2008 — 2013
Bachelor of Science (B.S.), Information Technology
Brewster Academy 2004 — 2008
Spredfast December 2013 - Present
St. Jude Medical July 2013 - December 2013
St. Jude Medical February 2013 - July 2013
St. Jude Medical February 2012 - February 2013
Fidelity Investments July 2007 - January 2012
Fidelity Investments April 2005 - July 2007
Overlook Golf Course April 2000 - May 2005
Skills
Microsoft Office, SQL Server, PowerPoint, Cisco ICM, Totalview, Aspect, Excel, Series 7, Microsoft Excel, Project Planning, Sales, Human Resources, Sales Operations, Software Documentation, Training, Business Development, Leadership, Customer Service, Strategy, Management, Marketing
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts, Pyschology
Nashua High School
Sapient January 2015 - Present
Sapient July 2012 - December 2014
Liberty Mutual Insurance April 2011 - July 2012
Fidelity Investments August 2010 - March 2011
Skills
Social Media, Applicant Tracking..., Social Networking, Recruiting, Internet Recruiting, Talent Acquisition, Staffing Services, Human Resources, Screening Resumes, Technical Recruiting, Temporary Placement, Benefits Negotiation
Education
University of New Hampshire 2006 — 2010
Bachelor's degree, Communication, General
Fidelity Health Marketplace September 2015 - Present
Fidelity Investments August 2013 - September 2015
Chunky's Cinema Pub January 2008 - August 2013
Zoe Marketing, LLC May 2012 - 2012
Skills
Skilled Multi-tasker, Team Leadership, Interpersonal Skills, Interpersonal..., Interpersonal..., XTRAC, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Social Media, Telecommunications, Marketing, Social Networking
Education
University of New Hampshire 2009 — 2013
Bachelor’s Degree, Psychology; Business Administration
Nashua High School North 2005 — 2009
Oracle October 2014 - Present
Babson College February 2013 - July 2014
Bain & Company November 2010 - February 2013
Fidelity Investments April 2006 - November 2010
Fidelity Investments September 2005 - March 2006
Skills
Business Analysis, Process Improvement, Project Management, Requirements Gathering, Systems Analysis, Requirements Analysis, Data Analysis
Education
University of New Hampshire 2001 — 2005
BA, Sociology
RDT Solutions November 2006 - Present
Scale Datacom March 2005 - December 2006
Zzyzx Peripherals March 2003 - March 2005
Oracle 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Business Intelligence, SAN, Strategic Partnerships, Channel Partners, Data Center, Go-to-market Strategy, Hardware, Start-ups, Business Alliances, Managed Services, Professional Services, Enterprise Architecture, Business Continuity, Product Marketing, Partner Management, Pre-sales, CRM, VMware, Consulting, Security, Strategy, Direct Sales, Product Management, HP, IT Strategy, Rainmaker
Education
University of New Hampshire 1989 — 1993
Bachelor of Arts (B.A.), Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BA, Economics
Fidelity Investments April 2014 - Present
Fidelity Investments August 2004 - March 2014
Fidelity Investments September 1997 - July 2004
Education
University of New Hampshire
Fidelity Investments October 2007 - Present
Education
University of New Hampshire 2003 — 2007
B.A.
Fidelity Investments January 2007 - Present
Fidelity Investments July 2003 - December 2006
Fidelity Investments October 2001 - June 2003
Fidelity Investments December 2000 - October 2001
Harte-Hanks August 1999 - December 2000
Oxford Health Plans June 1998 - August 1999
Oxford Health Plans August 1997 - June 1998
Oxford Health Plans April 1997 - August 1997
Oxford Health Plans May 1996 - August 1997
Oxford Health Plans June 1995 - May 1996
Education
University of New Hampshire 1982 — 1985
Pearson Education May 2008 - Present
Fidelity Investments 2002 - 2008
Fidelity Investments August 1998 - August 2002
Digtal Equipment Coporation 1995 - 1998
Skills
LoadRunner, Performance Testing, Software Quality..., Test Planning, Agile Methodologies, Load Testing, Test Automation, Test Management, Test Strategy, Quality Center, Agile Testing, Rally, Scrum, Waterfall, Testing, Selenium, SoapUI, Web Services, Requirements Gathering, Quality Assurance, Test Cases, Unix, AJAX, Requirements Analysis, XML, Performance Tuning, Continuous Integration, Test Execution, Regression Testing, Test Driven Development, SOA, Defect Tracking, SOAP, Certified Scrum Master..., Tomcat
Education
University of New Hampshire 1990 — 1995
BS, Computer Science
Mt. Ararat High School 1986 — 1990
Fidelity Investments 2002 - March 2010
Scudder Investments 1998 - 2002
Mitchell and Company 1996 - 1998
Little, Brown and Company 1994 - 1996
Education
University of New Hampshire
BA, English, Anthropology
University of Sydney
BA, English, Anthropology
TIAA-CREF May 2014 - Present
BridgePoint Group, LLC October 2013 - May 2014
Fidelity Investments March 2008 - April 2010
Fidelity Investments January 2001 - March 2008
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1998
Skills
Marketing Strategy, Business Planning, Analysis, Project Management, Sales Process, Investments, Call Centers, Business Analysis, Strategy, Strategic Planning, Competitive Analysis, Product Management, Management, Business Strategy, 401k
Education
University of New Hampshire 1990 — 1994
BA, Political Science, International Affairs
Fidelity Investments Financial AnalystBlue Cross Blue Shield of MA1990 - 2000
Education
Regent's College, London
University of New Hampshire
Fidelity Investments January 2010 - Present
Fidelity Investments September 2007 - December 2010
Fidelity Investments April 2006 - September 2007
Fidelity Investments January 2005 - April 2006
Skills
Employee Benefits, Onboarding, Process Improvement, Employee Relations, Personnel Management, Strategic Planning, Benefits Administration, Organizational..., Customer Service, Vendor Management, Data Analysis, Human Resources
Education
University of New Hampshire 2000 — 2004
Calamos Investments January 2013 - Present
Calamos Investments September 2005 - April 2013
Columbia Management March 2003 - September 2005
Fidelity Investments February 1995 - September 2003
Skills
Consultant Relations, Inst. Business..., Relationship Management, Investments, CRM, Financial Services, Mutual Funds, Series 7, Series 63, New Business Development, Asset Managment, Fixed Income, Equities, Institutional..., Portfolio Management, Investment Advisory, Alternative Investments, Investment Management, Asset Management, Hedge Funds
Education
University of New Hampshire 1990 — 1994
B.S, Business/Economics
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science, Business & Economics
Fidelity Investments December 1994 - Present
Education
University of New Hampshire 1983 — 1987
Intermountain Healthcare 2010 - Present
Altarum Institute March 2009 - June 2010
University of Utah Hospital April 2000 - January 2009
Utah Lions Eye Bank 2005 - 2006
Fidelity Investments 1996 - 1998
Education
University of Utah - David Eccles School of Business 2002 — 2004
MBA
University of New Hampshire 1991 — 1995
BS, Biology
Bank of America Vice President - Sales OperationsColumbia ManagementFebruary 2002 - July 2006
Fidelity Investments 1998 - 2002
Education
University of New Hampshire
JPMorgan Chase February 2011 - Present
JPMorgan 2007 - 2010
Fidelity Investments June 2006 - November 2007
State Street Bank September 2003 - June 2006
Skills
Management, Leadership, Strategic Planning, Financial Analysis, Risk Management
Education
University of New Hampshire 1996 — 2000
BA, Economics
Fidelity Investments November 2006 - Present
Education
University of New Hampshire 2000 — 2003
Fidelity Investments June 1998 - Present
Skills
Series 7, Customer Relations, Strategic Planning, Sales Management, Negotiation, Business Strategy, Customer Service, Team Building, Change Management, Coaching, Team Leadership, Business Planning, Risk Management, Consultative Selling, Business Management, Series 63
Education
University of New Hampshire 1993 — 1996
Bachelor of Arts (B.A.)
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - January 2013
Fidelity Investments January 2011 - December 2011
Fidelity Investments February 2009 - December 2010
Fidelity Investments January 2007 - January 2009
Fidelity Investments 2005 - 2007
Skills
Payroll, Analysis, Access, Customer Relations, Data Analysis
Education
University of New Hampshire 1999 — 2004
Bachelor of Science, Political Science
New Hampshire Charitable Foundation January 2014 - Present
The Boston Foundation December 2012 - January 2014
Wingate Wealth Advisors October 2009 - December 2012
Wingate Financial February 2009 - October 2011
Charles Schwab 2002 - 2007
Charles Schwab June 2000 - January 2002
Schwab Institutional 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, Project Management, Social Media Marketing, Marketing Strategy, Salesforce.com, Miller Heiman Sales..., Investment Management, Financial Advisory, Financial Services, Asset Management, FINRA, 401k, New Business Development, Management, Investment Strategies, Fixed Annuities, Retirement, Sales, Series 6, Securities, Financial Planners, Business Planning, High Net Worth...
Education
University of New Hampshire 1989 — 1993
BA, English
Certified Trainer for 21/64
Lesley University 1991 — 1993
Ameriprise Financial 2002 - Present
Fidelity Investments February 2000 - November 2002
Education
University of New Hampshire 1994 — 1999
Pinkerton Academy 1990 — 1994
John Hancock Investment Management Services February 2013 - Present
John Hancock Financial Network April 2007 - January 2013
Commonwealth Financial Network April 2002 - March 2007
Fidelity Investments June 1999 - April 2002
Citizens Investment Services January 1995 - June 1999
New England Securities 1991 - 1995
Skills
Investments, Management, Mutual Funds, Portfolio Management, Strategic Financial..., FINRA, Asset Allocation, Retirement Planning, Due Diligence
Education
University of New Hampshire
Bachelors of Arts, Political Science
Bracebridge Capital November 2007 - Present
Fidelity Investments May 2006 - November 2007
Education
University of New Hampshire
BS, Finance & Management
Fidelity Investments August 2007 - Present
NASA March 2006 - July 2007
GAO October 2000 - February 2006
KPMG Consulting January 1999 - October 2000
Central Intelligence Agency July 1997 - January 1999
Skills
Risk Management, Process Improvement, Business Analysis, Vendor Management, Financial Risk, Program Management, Analysis, Business Continuity, Business Process..., Project Management, Disaster Recovery, Risk Assessment, Governance, Change Management, Enterprise Risk..., Management, Enterprise Architecture, Integration, ITIL, Requirements Analysis, IT Strategy
Education
Yale University 1994 — 1996
MA, International Relations and International Security Studies
University of New Hampshire 1988 — 1992
BA, History and Political Science
Pegasystems July 2012 - Present
Charles River Development October 2010 - July 2012
Fidelity Investments October 2006 - October 2010
CellExchange 2006 - 2006
Autodesk 1998 - 2006
Sun Life Financial 1993 - 1998
Hydratec, Inc June 1988 - October 1993
Skills
ClearCase, Spring, Agile, JSP, Scrum, Java, Software Development, Web Applications, SQL, Linux, SOA, SDLC, Object Oriented Design, Requirements Analysis, J2EE, Design Patterns, Ant, JDBC, Struts, JUnit, Testing, Agile Methodologies, Tomcat, Java Enterprise Edition, Software Engineering, XML, Eclipse, Web Services, PL/SQL
Education
University of New Hampshire
Fidelity Investments October 2003 - Present
Lincoln Financial Group October 1991 - October 2003
Education
University of New Hampshire 1986 — 1990
Bachelor of Science (B.S.), Mathematics
Fidelity Investments May 2013 - Present
Fidelity Investments 2012 - May 2013
Fidelity Investments 2011 - January 2012
Fidelity Investments May 2006 - March 2007
Fidelity Investments June 2005 - April 2006
Fidelity Investments November 2003 - June 2005
Skills
Requirements Analysis, Requirements Gathering, Oracle E-Business Suite
Education
University of New Hampshire 1993 — 1997
Fidelity Investments September 2011 - Present
Fidelity Investments March 2001 - August 2011
JP Morgan Chase & Co January 2000 - March 2001
Education
University of New Hampshire 1988 — 1992
Fidelity Investments November 2006 - Present
Fidelity Investments January 2006 - November 2006
Skills
Management
Education
University of New Hampshire 1990 — 1994
B.A., A.A.S, Psychology, Business Management
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2008 - March 2011
John Hancock Life Insurance Company (U.S.A.) January 2008 - June 2008
Fidelity Investments October 2005 - June 2007
Skills
Access, Customer Service, Microsoft Excel, Business Analysis, Insurance, Process Improvement, Project Management
Education
University of New Hampshire 2001 — 2005
BS, Psychology
Credit Suisse September 2009 - Present
Fidelity Investments January 2005 - August 2009
Skills
PeopleSoft
Education
University of New Hampshire 1996 — 2000
B.A, Sociology
TD December 2012 - Present
The Echo Group January 2010 - November 2012
Fidelity Investments June 1999 - June 2008
Skills
Microsoft Excel, Microsoft Word, Project Management, Full SDLC, Microsoft Office, Solution Implementation, PowerPoint, Project Planning, Business Analysis, Program Management, Process Improvement, Analysis, Quality Assurance, MS Project, Requirements Gathering, SDLC, Software Project..., PMP, Visio, Requirements Analysis
Education
University of New Hampshire
Bachelor of Science (BS), Electrical Engineering; Computer Engineering
Fidelity Investments February 2012 - Present
Fidelity Investments August 2007 - February 2012
Fidelity Investments February 2007 - August 2007
Fidelity Investments August 2006 - February 2007
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2011
Master of Business Administration, Finance
University of New Hampshire 2002 — 2006
Bachelor of Arts, Major: History Minor: Justice Studies
Manchester High School West
Fidelity Investments February 2011 - Present
Green Dog Design June 2007 - December 2011
Fidelity Investments October 2010 - January 2011
Alexander Technology Group January 2010 - January 2011
Fidelity Investments January 2009 - May 2009
wedu May 2008 - July 2008
Home Depot May 2006 - September 2006
Skills
Microsoft Excel, PowerPoint, HTML, Microsoft Office, Customer Service, Visual Basic, XP, CSS, Web Site Production, Microsoft Word, Business Strategy, Marketing, Windows Vista, FrontPage, Management
Education
University of New Hampshire 2005 — 2009
B.S. in Information Systems Management, Business and Economics at the Whittemore School of Business
Timberlane Regional High School 2001 — 2005
Fidelity Investments March 2011 - December 2013
GEX Inc October 2010 - December 2010
Computer Security Products 2007 - 2009
Education
University of New Hampshire 2008 — 2010
B.S., Interdisciplinary Math: Statistics
Bloomberg September 2011 - Present
Fidelity Investments June 2006 - April 2011
Skills
Bloomberg, Account Management, Sales, Financial Analysis, Financial Services, Relationship Management, Business Analysis, Investments, Trading, Securities, Hedge Funds, Capital Markets, Finance, Financial Markets
Education
University of New Hampshire 2002 — 2006
State Street Bank August 2005 - October 2006
Pioneer Investments June 1999 - August 2002
Fidelity Investments March 1997 - November 1998
Keyport Life Insurance Co. (Liberty Mutual companies) July 1991 - March 1997
Education
University of New Hampshire
B.S., Businesss Administration
Fidelity Investments October 2011 - Present
Elbit Systems of America 2010 - 2011
Education
University of New Hampshire 2006 — 2011
Bachelor of Science, Environmental Engineering
Fidelity Investments November 2002 - Present
Fidelity Investments August 1996 - October 2002
Fidelity Investments March 1989 - July 1996
Education
University of New Hampshire
BA, Communications & English
Fidelity Investments January 2007 - Present
Education
University of New Hampshire
Bachelor of Liberal Arts, Communication
Wayfair September 2015 - Present
Bradford Networks June 2014 - August 2015
UNH InterOperability Lab May 2012 - May 2014
Fidelity Investments May 2013 - August 2013
Skills
Linux, Java, Computer Science, C, C++, Computer Hardware, Shell Scripting, Python, HTML, Eclipse, Mercurial, PHP, MySQL, Concurrent Programming, Qt, CMake, CVS, Ant, JavaScript, Bootstrap, Vim, mssql
Education
University of New Hampshire 2011 — 2014
Computer Science (BS)
New Hampshire Technical Institute 2009 — 2011
A.S. Animation and Graphic Game Programming
Fidelity Investments October 2011 - Present
Fidelity Investments July 2004 - October 2011
Fidelity Investments July 2002 - July 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 2000 - 2002
Skills
Operational Risk..., Financial Risk, Business Process..., Sarbanes-Oxley, Vendor Management, Business Analysis, Quality Assurance, Compliance, Financial Services, Risk Management
Education
University of New Hampshire 1992 — 1996
Bachelor of Social Work
Fidelity Investments November 2013 - Present
Fidelity Investments January 2011 - October 2013
Fidelity Investments September 2009 - December 2010
Education
University of New Hampshire 2005 — 2009
Bachelor's degree, Spanish Language and Literature
Iron Mountain November 2010 - Present
Fidelity Investments June 2008 - November 2010
Fidelity Investments February 2007 - June 2008
Skills
Equities, Compensation & Benefit, Financial Reporting, Executive Pay, Employee Stock Options, Restricted Stock, SEC filings, Proxy Statements, Variable Pay, Incentive Programs, Base Pay, Microsoft Office, Microsoft Excel
Education
University of New Hampshire 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments 2008 - 2014
Skills
Customer Service, Finance, Employee Training, Proofreading, Writing, Microsoft Word, PowerPoint
Education
University of New Hampshire 2003 — 2007
Bachelor of Liberal Arts, English
Fidelity Investments November 2010 - Present
Citizens Bank 2005 - 2010
Education
University of New Hampshire
Bachelor of Arts (B.A.), Psychology
Fidelity Investments October 2003 - Present
Education
University of New Hampshire 1994 — 1999
Bachelor's Degree, Communication and Media Studies
University of New Hampshire 1994 — 1999
Bachelor's degree, Communications