Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Christopher Doran Christopher Doran's Fidelity Investments Experience August 2011 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments May 2008 - August 2011
Fidelity Investments May 2007 - May 2008
Fidelity Investments May 2005 - May 2007
Fidelity Investments October 2003 - May 2005
Fidelity Investments April 2001 - October 2003
Skills
Retirement Planning, Income Planning, Family Assistance, Investment Strategies, Income Protection, Asset Protection, Asset Allocation, Tax-advantaged..., Personal Budgeting
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Fidelity Investments August 2011 - Present
Fidelity Investments May 2008 - August 2011
Fidelity Investments May 2007 - May 2008
Fidelity Investments May 2005 - May 2007
Fidelity Investments October 2003 - May 2005
Fidelity Investments April 2001 - October 2003
Skills
Retirement Planning, Income Planning, Family Assistance, Investment Strategies, Income Protection, Asset Protection, Asset Allocation, Tax-advantaged..., Personal Budgeting
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Kara Chisholm Kara Chisholm's Fidelity Investments Experience January 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Consumer Services
Experience
Fidelity Investments January 2015 - Present
University of New Hampshire September 2012 - Present
Olde Patriot Title and Closing June 2005 - Present
Victoria's Secret September 2010 - June 2012
Skills
Cashiering, Visual Merchandising, Time Management, Retail Sales, Store Management, Retail, Customer Service, Merchandising, Loss Prevention, Sales, Event Planning, Facebook, Microsoft Word, Outlook, PowerPoint, Leadership, Microsoft Excel, Social Networking, Microsoft Office, Teamwork, Social Media
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments January 2015 - Present
University of New Hampshire September 2012 - Present
Olde Patriot Title and Closing June 2005 - Present
Victoria's Secret September 2010 - June 2012
Skills
Cashiering, Visual Merchandising, Time Management, Retail Sales, Store Management, Retail, Customer Service, Merchandising, Loss Prevention, Sales, Event Planning, Facebook, Microsoft Word, Outlook, PowerPoint, Leadership, Microsoft Excel, Social Networking, Microsoft Office, Teamwork, Social Media
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Timothy Ivers Timothy Ivers's Fidelity Investments Experience November 2014 - Present
Job Regional Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments August 2012 - October 2014
Fidelity Investments August 2011 - August 2012
Seacoast Science Center November 2010 - May 2011
Skills
Finance, Series 7, Series 63, Series 66, Life Insurance
Education
University of New Hampshire (UNH) 2007 — 2011
B.S, Business Administration; Management
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
BS, Business Administration
Fidelity Investments November 2014 - Present
Fidelity Investments August 2012 - October 2014
Fidelity Investments August 2011 - August 2012
Seacoast Science Center November 2010 - May 2011
Skills
Finance, Series 7, Series 63, Series 66, Life Insurance
Education
University of New Hampshire (UNH) 2007 — 2011
B.S, Business Administration; Management
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
BS, Business Administration
Carolyn Rousseau Carolyn Rousseau's Fidelity Investments Experience July 2007 - Present
Job Principal Technology Risk Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2007 - Present
Fidelity Investments July 2005 - July 2007
Fidelity Investments July 2003 - July 2005
Fidelity Investments August 2000 - July 2003
Fidelity Investments December 1998 - August 2000
Fidelity Investments February 1998 - August 2000
Skills
Information Security, Security, CISSP, Information Technology, Information Security..., Identity Management, Active Directory, Computer Security, Integration, Data Security, Risk Analysis, Technical Support, Server Administration, Business Analysis, Access Management
Education
University of New Hampshire-Manchester 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments July 2007 - Present
Fidelity Investments July 2005 - July 2007
Fidelity Investments July 2003 - July 2005
Fidelity Investments August 2000 - July 2003
Fidelity Investments December 1998 - August 2000
Fidelity Investments February 1998 - August 2000
Skills
Information Security, Security, CISSP, Information Technology, Information Security..., Identity Management, Active Directory, Computer Security, Integration, Data Security, Risk Analysis, Technical Support, Server Administration, Business Analysis, Access Management
Education
University of New Hampshire-Manchester 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
John Bonome John Bonome's Fidelity Investments Experience March 2015 - Present
Job Financial Analyst IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments February 2014 - March 2015
Fidelity Investments July 2012 - February 2014
Fidelity Investments October 2009 - June 2012
Fidelity Investments 2007 - October 2009
EverythingDurham.com September 2006 - July 2009
Fidelity Investments June 2006 - September 2006
Skills
Mutual Funds, Hyperion Enterprise, Microsoft Excel, Process Improvement, Account Reconciliation, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Bloomberg, Financial Services, Data Analysis, Relationship Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2007
Bachelors Degree, Finance
Fidelity Investments March 2015 - Present
Fidelity Investments February 2014 - March 2015
Fidelity Investments July 2012 - February 2014
Fidelity Investments October 2009 - June 2012
Fidelity Investments 2007 - October 2009
EverythingDurham.com September 2006 - July 2009
Fidelity Investments June 2006 - September 2006
Skills
Mutual Funds, Hyperion Enterprise, Microsoft Excel, Process Improvement, Account Reconciliation, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Bloomberg, Financial Services, Data Analysis, Relationship Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2007
Bachelors Degree, Finance
Brent Fosnaught's Fidelity Investments Experience January 2000 - July 2000
Job National Sales Director at Reliant Funding
Industry Financial Services
Experience
Reliant Funding September 2014 - Present
Luth Research April 2014 - September 2014
Z57 August 2000 - January 2014
Fidelity Investments January 2000 - July 2000
University of New Hampshire August 1994 - May 1998
Skills
Sales Management, Search Engine Technology, Inside Sales, Online Advertising, Direct Sales, New Business Development, Marketing Strategy, Sales, Marketing, Social Media, Lead Generation, Business Development, SEO, Leadership, Account Management, CRM, Strategy, Online Marketing, SEM, Sales Process, Market Research, Selling, Management, Training, Team Building, Email Marketing, Facebook, Competitive Analysis, Web Marketing, Social Media Marketing, Web Analytics, PPC, E-commerce, Strategic Partnerships, Analytics, Marketing Research, Digital Marketing, Google Analytics, Mobile Marketing, Google Adwords, Strategic Planning, Salesforce.com
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Science - Business Administration, Marketing
Merrimack High School 1990 — 1994
Reliant Funding September 2014 - Present
Luth Research April 2014 - September 2014
Z57 August 2000 - January 2014
Fidelity Investments January 2000 - July 2000
University of New Hampshire August 1994 - May 1998
Skills
Sales Management, Search Engine Technology, Inside Sales, Online Advertising, Direct Sales, New Business Development, Marketing Strategy, Sales, Marketing, Social Media, Lead Generation, Business Development, SEO, Leadership, Account Management, CRM, Strategy, Online Marketing, SEM, Sales Process, Market Research, Selling, Management, Training, Team Building, Email Marketing, Facebook, Competitive Analysis, Web Marketing, Social Media Marketing, Web Analytics, PPC, E-commerce, Strategic Partnerships, Analytics, Marketing Research, Digital Marketing, Google Analytics, Mobile Marketing, Google Adwords, Strategic Planning, Salesforce.com
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Science - Business Administration, Marketing
Merrimack High School 1990 — 1994
Colleen Grenon Gould Colleen Grenon Gould's Fidelity Investments Experience April 2013 - Present
Job Senior Program Manager at Fidelity Investments
Industry Real Estate
Experience
Fidelity Investments April 2013 - Present
Coco, Early & Associates October 2012 - Present
Fidelity Investments August 2012 - April 2013
Tekon Technical Constultants, Inc. September 2011 - November 2012
Air Solutions & Balancing, LLC November 2007 - June 2011
Citizens Advisers 2004 - 2007
Kingston Playground 2003 - 2004
Skills
Small Business..., Government Contracting, Business Relationship..., Energy Efficiency, Contract Negotiation, Public Speaking, Process Improvement, Strategic Planning, Construction, Contract Management, New Business Development, Business Development, Project Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1986 — 1990
BS, Business Administration
Sanborn Regional High School
Sanborn Regional High School
Fidelity Investments April 2013 - Present
Coco, Early & Associates October 2012 - Present
Fidelity Investments August 2012 - April 2013
Tekon Technical Constultants, Inc. September 2011 - November 2012
Air Solutions & Balancing, LLC November 2007 - June 2011
Citizens Advisers 2004 - 2007
Kingston Playground 2003 - 2004
Skills
Small Business..., Government Contracting, Business Relationship..., Energy Efficiency, Contract Negotiation, Public Speaking, Process Improvement, Strategic Planning, Construction, Contract Management, New Business Development, Business Development, Project Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1986 — 1990
BS, Business Administration
Sanborn Regional High School
Sanborn Regional High School
Peter Duffield's Fidelity Investments Experience June 2013 - Present
Job Analyst II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
University System of NH July 2012 - July 2013
University of New Hampshire January 2013 - May 2013
University of New Hampshire August 2011 - May 2012
Technology Business Research Inc. June 2011 - May 2012
Skills
Economics, Financial Analysis, Bloomberg, Strategy, Market Research, Robert's Rules of Order, Public Speaking, Financial Modeling, Higher Education, Risk Management, Leadership, Auditing, Financial Statement..., Business Process...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2013
B.S., Finance, Economics
Fidelity Investments June 2013 - Present
University System of NH July 2012 - July 2013
University of New Hampshire January 2013 - May 2013
University of New Hampshire August 2011 - May 2012
Technology Business Research Inc. June 2011 - May 2012
Skills
Economics, Financial Analysis, Bloomberg, Strategy, Market Research, Robert's Rules of Order, Public Speaking, Financial Modeling, Higher Education, Risk Management, Leadership, Auditing, Financial Statement..., Business Process...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2013
B.S., Finance, Economics
Patrick Hoyt's Fidelity Investments Experience July 2011 - November 2014
Job Quality Assurance Engineer at NetProspex
Industry Information Technology and Services
Experience
NetProspex December 2014 - Present
Fidelity Investments July 2011 - November 2014
Telling Stone Software September 2010 - December 2010
Broadridge Proxy Services June 2007 - August 2009
Skills
Functional Testing, Test Case Generation, Test Planning, Quality Center, Requirements Analysis, Requirements..., Defect Management, SQL, Financial Services, Quality Assurance, HP Quality Center
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2011
B.S, Business Administration
NetProspex December 2014 - Present
Fidelity Investments July 2011 - November 2014
Telling Stone Software September 2010 - December 2010
Broadridge Proxy Services June 2007 - August 2009
Skills
Functional Testing, Test Case Generation, Test Planning, Quality Center, Requirements Analysis, Requirements..., Defect Management, SQL, Financial Services, Quality Assurance, HP Quality Center
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2011
B.S, Business Administration
Chris Barretto's Fidelity Investments Experience November 2009 - February 2012
Job Client Solutions Manager at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems October 2013 - Present
SunGard Financial Systems February 2012 - September 2013
Fidelity Investments November 2009 - February 2012
Direct Capital Corporation May 2009 - August 2009
Skills
Microsoft Excel, Customer Experience, Outlook, Organization, Problem Solving, Application Support, Series 63, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
B.S., Business Administration
SunGard Financial Systems October 2013 - Present
SunGard Financial Systems February 2012 - September 2013
Fidelity Investments November 2009 - February 2012
Direct Capital Corporation May 2009 - August 2009
Skills
Microsoft Excel, Customer Experience, Outlook, Organization, Problem Solving, Application Support, Series 63, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
B.S., Business Administration
Brittany Roy's Fidelity Investments Experience June 2015 - August 2015
Job Corporate Audit Analyst Intern at Fidelity Investments
Industry
Experience
University of New Hampshire August 2012 - Present
Fidelity Investments June 2015 - August 2015
Fidelity Investments May 2014 - August 2014
J.P. China May 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, HTML, Social Networking, Access, Facebook, Data Entry, Outlook
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Business Administration: Accounting and Management
University of New Hampshire August 2012 - Present
Fidelity Investments June 2015 - August 2015
Fidelity Investments May 2014 - August 2014
J.P. China May 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, HTML, Social Networking, Access, Facebook, Data Entry, Outlook
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Business Administration: Accounting and Management
Paige Brooks Paige Brooks's Fidelity Investments Experience June 2014 - Present
Job Sales Associate at J. Crew
Industry Accounting
Experience
Fidelity Investments June 2014 - Present
University of New Hampshire November 2012 - Present
J. Crew April 2012 - Present
Jake's Ice Cream June 2009 - August 2012
Skills
Customer relations, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Teamwork, Public Speaking, Access, Social Networking, Facebook, Leadership, Photoshop, French, Social Media, Outlook, Research, Social Media Marketing, Event Planning, Time Management, Sales, Editing
Education
University of New Hampshire - Whittemore School of Business and Economics 2012 — 2015
Fidelity Investments June 2014 - Present
University of New Hampshire November 2012 - Present
J. Crew April 2012 - Present
Jake's Ice Cream June 2009 - August 2012
Skills
Customer relations, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Teamwork, Public Speaking, Access, Social Networking, Facebook, Leadership, Photoshop, French, Social Media, Outlook, Research, Social Media Marketing, Event Planning, Time Management, Sales, Editing
Education
University of New Hampshire - Whittemore School of Business and Economics 2012 — 2015
Daniel Keefe's Fidelity Investments Experience June 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
BMC HealthNet Plan August 2011 - August 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2012
Fidelity Investments June 2012 - Present
BMC HealthNet Plan August 2011 - August 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2012
Shawn M. Charles, AIF®'s Fidelity Investments Experience March 1996 - December 2006
Job Managing Partner, CoFounder at Gosselin Consulting Group LLC
Industry Financial Services
Experience
Gosselin Consulting Group LLC May 2010 - Present
Mercer January 2007 - July 2010
Fidelity Investments March 1996 - December 2006
Skills
Investments, Mutual Funds, Client Relationship..., Institutional Investors, Investment Advisory, Fiduciary Liability, Product Development, Product Management, Investment Manager..., Co-Fiduciary Oversight, DC Investment Design, DC/401k Investment..., ERISA, Investment Policy..., Investment Policy...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1996
Bachelor of Science, Business Administration / Psychology / Economics
Gosselin Consulting Group LLC May 2010 - Present
Mercer January 2007 - July 2010
Fidelity Investments March 1996 - December 2006
Skills
Investments, Mutual Funds, Client Relationship..., Institutional Investors, Investment Advisory, Fiduciary Liability, Product Development, Product Management, Investment Manager..., Co-Fiduciary Oversight, DC Investment Design, DC/401k Investment..., ERISA, Investment Policy..., Investment Policy...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1996
Bachelor of Science, Business Administration / Psychology / Economics
Jessica Gulla Jessica Gulla's Fidelity Investments Experience May 2011 - June 2012
Job Senior Manager Event Production at Wayfair
Industry Higher Education
Experience
Wayfair March 2015 - Present
Wayfair January 2014 - Present
Wayfair April 2013 - January 2014
Wayfair June 2012 - April 2013
Fidelity Investments May 2011 - June 2012
University of New Hampshire January 2009 - August 2011
Alpha Phi Sorority November 2009 - November 2010
Town of Walpole June 2006 - August 2010
Skills
PowerPoint, Outlook, Leadership, Time Management, Microsoft Office, Social Networking, Teamwork, Microsoft SQL Server, Social Media, Microsoft Excel, Event Planning, Microsoft Word, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science, Business Administration - option in Finance and International Business and Economics, 3.7
Florence University of the Arts 2011 — 2011
Bachelor of Science (B.S.), Study Abroad
Wayfair March 2015 - Present
Wayfair January 2014 - Present
Wayfair April 2013 - January 2014
Wayfair June 2012 - April 2013
Fidelity Investments May 2011 - June 2012
University of New Hampshire January 2009 - August 2011
Alpha Phi Sorority November 2009 - November 2010
Town of Walpole June 2006 - August 2010
Skills
PowerPoint, Outlook, Leadership, Time Management, Microsoft Office, Social Networking, Teamwork, Microsoft SQL Server, Social Media, Microsoft Excel, Event Planning, Microsoft Word, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science, Business Administration - option in Finance and International Business and Economics, 3.7
Florence University of the Arts 2011 — 2011
Bachelor of Science (B.S.), Study Abroad
Nancy Donovan Epstein's Fidelity Investments Experience March 2012 - Present
Job HR Director at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments April 2009 - March 2012
Fidelity Investments June 2004 - April 2009
Tyco International 1998 - 2004
Mercer 1995 - 1998
Skills
Employee Benefits, Project Management, Program Management, Human Resources, HRIS, Payroll, Vendor Management, Talent Management, SDLC, Training, Outsourcing, Personnel Management, Deferred Compensation, Consulting, Business Analysis, Integration
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Decision Sciences
Abington High School 1988 — 1991
Fidelity Investments March 2012 - Present
Fidelity Investments April 2009 - March 2012
Fidelity Investments June 2004 - April 2009
Tyco International 1998 - 2004
Mercer 1995 - 1998
Skills
Employee Benefits, Project Management, Program Management, Human Resources, HRIS, Payroll, Vendor Management, Talent Management, SDLC, Training, Outsourcing, Personnel Management, Deferred Compensation, Consulting, Business Analysis, Integration
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Decision Sciences
Abington High School 1988 — 1991
Erik Mailloux Erik Mailloux's Fidelity Investments Experience July 2007 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Skills
Business Analysis, Data Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor of Science (B.S.)
Fidelity Investments July 2007 - Present
Skills
Business Analysis, Data Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor of Science (B.S.)
Cody Gubbins Cody Gubbins's Fidelity Investments Experience February 2015 - Present
Job Summer Intern at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments February 2015 - Present
Vemma May 2013 - November 2014
Hillsborough County NH September 2010 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Advertising, Teamwork, HTML, Research, Public Speaking, Self-confidence, Reliability, Time Management, Flexible Approach, Customer Relations, Leadership, Organization Skills, Social Networking, Team Leadership, Business Analysis, Access
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
University of New Hampshire- Peter T. Paull school school of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments February 2015 - Present
Vemma May 2013 - November 2014
Hillsborough County NH September 2010 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Advertising, Teamwork, HTML, Research, Public Speaking, Self-confidence, Reliability, Time Management, Flexible Approach, Customer Relations, Leadership, Organization Skills, Social Networking, Team Leadership, Business Analysis, Access
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
University of New Hampshire- Peter T. Paull school school of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Josh Duford Josh Duford's Fidelity Investments Experience July 2001 - January 2004
Job VP Software Development at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. March 2015 - Present
Advisors Asset Management, Inc. February 2011 - March 2015
Advisors Asset Management, Inc February 2004 - February 2011
Fidelity Investments July 2001 - January 2004
Skills
Software Development, Business Analysis, Analysis, SQL Server, Software Project..., SQL, Microsoft SQL Server, SDLC, Requirements Analysis, Process Improvement, Requirements Gathering, Business Process..., Vendor Management, SharePoint, Access, Visio, Data Analysis, Fixed Income, Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
BS - Business Administration, Finance
Advisors Asset Management, Inc. March 2015 - Present
Advisors Asset Management, Inc. February 2011 - March 2015
Advisors Asset Management, Inc February 2004 - February 2011
Fidelity Investments July 2001 - January 2004
Skills
Software Development, Business Analysis, Analysis, SQL Server, Software Project..., SQL, Microsoft SQL Server, SDLC, Requirements Analysis, Process Improvement, Requirements Gathering, Business Process..., Vendor Management, SharePoint, Access, Visio, Data Analysis, Fixed Income, Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
BS - Business Administration, Finance
Jim Champagne Jim Champagne's Fidelity Investments Experience June 1998 - Present
Job Technology professional, Cyclist
Industry Information Technology and Services
Experience
Fidelity Investments June 1998 - Present
Skills
Software Project..., Vendor Management, SDLC, Business Analysis, Program Management, Requirements Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Masters, International business
Fidelity Investments June 1998 - Present
Skills
Software Project..., Vendor Management, SDLC, Business Analysis, Program Management, Requirements Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Masters, International business
Betsy Ellsworth Betsy Ellsworth's Fidelity Investments Experience May 2012 - August 2012
Job Consultant at FactSet Research Systems
Industry Financial Services
Experience
FactSet September 2013 - Present
Fidelity Investments May 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Vector Marketing June 2010 - August 2010
Skills
Microsoft Office, Excel, Economics, Access, PowerPoint, Word, Microsoft Excel, Financial Analysis, Customer Service, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Finance
Florence University of the Arts 2012 — 2012
FactSet September 2013 - Present
Fidelity Investments May 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Vector Marketing June 2010 - August 2010
Skills
Microsoft Office, Excel, Economics, Access, PowerPoint, Word, Microsoft Excel, Financial Analysis, Customer Service, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Finance
Florence University of the Arts 2012 — 2012
Brandon Ossinger Brandon Ossinger's Fidelity Investments Experience July 2014 - December 2014
Job Experienced Associate at PwC
Industry Financial Services
Experience
PwC April 2015 - Present
PwC January 2015 - April 2015
Fidelity Investments July 2014 - December 2014
Atkins Investment Group June 2013 - May 2014
Fidelity Investments June 2013 - August 2013
Atkins Investment Group September 2012 - June 2013
Boston Partners Financial Group, LLC December 2012 - January 2013
Fidelity Investments May 2012 - August 2012
Skills
Time Management, Microsoft Office, Windows 7, Determined, Investments, Leadership, Visual Basic, VBA, WordPress, HTML 5, Professionalism, Team Building, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor's degree, ISM and Finance
Nashua High School- South 2006 — 2010
High School Diploma, General Education
PwC April 2015 - Present
PwC January 2015 - April 2015
Fidelity Investments July 2014 - December 2014
Atkins Investment Group June 2013 - May 2014
Fidelity Investments June 2013 - August 2013
Atkins Investment Group September 2012 - June 2013
Boston Partners Financial Group, LLC December 2012 - January 2013
Fidelity Investments May 2012 - August 2012
Skills
Time Management, Microsoft Office, Windows 7, Determined, Investments, Leadership, Visual Basic, VBA, WordPress, HTML 5, Professionalism, Team Building, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor's degree, ISM and Finance
Nashua High School- South 2006 — 2010
High School Diploma, General Education
Jim Machinchick Jim Machinchick's Fidelity Investments Experience October 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity investments October 2013 - Present
Fidelity Investments August 2012 - October 2013
Fidelity Investments July 2011 - August 2012
Fidelity Investments November 2008 - July 2011
Fidelity Investments November 2008 - July 2011
Innovative Scuba Designs January 2006 - October 2007
Skills
Series 63, Retirement, Retirement Planning, Investments, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
B.S, Business Administration
Fidelity investments October 2013 - Present
Fidelity Investments August 2012 - October 2013
Fidelity Investments July 2011 - August 2012
Fidelity Investments November 2008 - July 2011
Fidelity Investments November 2008 - July 2011
Innovative Scuba Designs January 2006 - October 2007
Skills
Series 63, Retirement, Retirement Planning, Investments, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
B.S, Business Administration
Kim (Talbot) Lavallee Kim (Talbot) Lavallee's Fidelity Investments Experience October 2002 - January 2005
Job Benefits Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments (Veritude Contract) April 2014 - Present
Fidelity Investments (Veritude Contract) January 2013 - March 2014
Fidelity Investments (Veritude Contract) August 2011 - January 2013
Fidelity Investments (Veritude Contract) December 2010 - July 2011
Fidelity Investments (Veritude Contract) July 2010 - December 2010
Fidelity Investments (Veritude Contract) December 2008 - March 2009
Fidelity Investments (Veritude Contract) January 2007 - July 2007
Fidelity Investments (Veritude Contract) September 2006 - December 2006
Fidelity Investments October 2002 - January 2005
Fidelity Investments July 2002 - October 2002
Skills
Project Analysis, Project Coordination, Business Analysis, Reporting & Analysis, Start-ups, Pilot Projects, Process Improvement, Building Relationships, Change Management, Siebel, Salesforce.com, SharePoint, Resource Management, Risk Based Audits, Cross-team Collaboration, Cross-functional..., Process Flow..., SQL, Ad Hoc Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Human Resources
Education
University of New Hampshire-Manchester 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Fidelity Investments (Veritude Contract) April 2014 - Present
Fidelity Investments (Veritude Contract) January 2013 - March 2014
Fidelity Investments (Veritude Contract) August 2011 - January 2013
Fidelity Investments (Veritude Contract) December 2010 - July 2011
Fidelity Investments (Veritude Contract) July 2010 - December 2010
Fidelity Investments (Veritude Contract) December 2008 - March 2009
Fidelity Investments (Veritude Contract) January 2007 - July 2007
Fidelity Investments (Veritude Contract) September 2006 - December 2006
Fidelity Investments October 2002 - January 2005
Fidelity Investments July 2002 - October 2002
Skills
Project Analysis, Project Coordination, Business Analysis, Reporting & Analysis, Start-ups, Pilot Projects, Process Improvement, Building Relationships, Change Management, Siebel, Salesforce.com, SharePoint, Resource Management, Risk Based Audits, Cross-team Collaboration, Cross-functional..., Process Flow..., SQL, Ad Hoc Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Human Resources
Education
University of New Hampshire-Manchester 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Joseph Fagan Joseph Fagan's Fidelity Investments Experience June 1998 - June 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street June 2012 - Present
The Timberland Company July 2007 - March 2012
Fidelity Investments June 1998 - June 2007
Eddie Bauer August 1996 - June 1998
Skills
Equity Compensation, Compensation, Executive Compensation, SEC filings, Proxy Reporting, Stock Plan..., Stocks, Equities, Executive Pay, Deferred Compensation, Human Resources, 401k, Process Improvement, Financial Services, Payroll, Analysis, Employee Benefits, Finance, Financial Analysis, Leadership, Management, Performance Management, Strategic Planning, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
BS, Business
Salem High School 1987 — 1991
State Street June 2012 - Present
The Timberland Company July 2007 - March 2012
Fidelity Investments June 1998 - June 2007
Eddie Bauer August 1996 - June 1998
Skills
Equity Compensation, Compensation, Executive Compensation, SEC filings, Proxy Reporting, Stock Plan..., Stocks, Equities, Executive Pay, Deferred Compensation, Human Resources, 401k, Process Improvement, Financial Services, Payroll, Analysis, Employee Benefits, Finance, Financial Analysis, Leadership, Management, Performance Management, Strategic Planning, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
BS, Business
Salem High School 1987 — 1991
Lindsey Giovinelli Lindsey Giovinelli's Fidelity Investments Experience October 2010 - Present
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Pandora jewelry June 2010 - October 2010
Target September 2004 - June 2010
Skills
Customer Service, Marketing, Sales, Email Marketing, Microsoft Office, Advertising, Social Media Marketing, Social Media, Retirement Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration, Marketing
Fidelity Investments October 2010 - Present
Pandora jewelry June 2010 - October 2010
Target September 2004 - June 2010
Skills
Customer Service, Marketing, Sales, Email Marketing, Microsoft Office, Advertising, Social Media Marketing, Social Media, Retirement Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration, Marketing
Jason Telerski Jason Telerski's Fidelity Investments Experience January 2002 - Present
Job Director, Software Engineering at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2002 - Present
Exodus Communications June 2000 - January 2002
Skills
Business Analysis, Program Management, Oracle AR, SDLC, Oracle RDBMS, Financial Transactions, Systems Analysis, Stakeholder Management, Project Management, Distributed Teams, Capital Budgeting, Strategic Planning, IT Financial Management, Business Intelligence, Oracle E-Business Suite, Management, MS Project, Requirements Gathering, Enterprise Architecture, Agile Methodologies, IT Strategy, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2007
MBA, Finance
The University of Chicago 1993 — 1995
MA, Middle Eastern Studies
University of Oregon 1989 — 1993
BS, Political Science
Fidelity Investments January 2002 - Present
Exodus Communications June 2000 - January 2002
Skills
Business Analysis, Program Management, Oracle AR, SDLC, Oracle RDBMS, Financial Transactions, Systems Analysis, Stakeholder Management, Project Management, Distributed Teams, Capital Budgeting, Strategic Planning, IT Financial Management, Business Intelligence, Oracle E-Business Suite, Management, MS Project, Requirements Gathering, Enterprise Architecture, Agile Methodologies, IT Strategy, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2007
MBA, Finance
The University of Chicago 1993 — 1995
MA, Middle Eastern Studies
University of Oregon 1989 — 1993
BS, Political Science
Zack Steck's Fidelity Investments Experience January 2015 - May 2015
Job Surveillance Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
Fidelity Investments January 2015 - May 2015
Advance Technology August 2014 - November 2014
Abercrombie & Fitch February 2009 - July 2014
NH Avalanche Youth Hockey September 2004 - March 2008
Skills
Retail Sales, Merchandising, Visual Merchandising, Loss Prevention, Store Management, Time Management, Inventory Management, Customer Satisfaction, Facebook
Education
University of New Hampshire-Manchester 2011 — 2014
Bachelor of Arts (B.A.), Business, 3.72 GPA
Bow High School 2004 — 2008
High School Diploma, General Education
Lincoln Financial Group June 2015 - Present
Fidelity Investments January 2015 - May 2015
Advance Technology August 2014 - November 2014
Abercrombie & Fitch February 2009 - July 2014
NH Avalanche Youth Hockey September 2004 - March 2008
Skills
Retail Sales, Merchandising, Visual Merchandising, Loss Prevention, Store Management, Time Management, Inventory Management, Customer Satisfaction, Facebook
Education
University of New Hampshire-Manchester 2011 — 2014
Bachelor of Arts (B.A.), Business, 3.72 GPA
Bow High School 2004 — 2008
High School Diploma, General Education
Ryan Contino Ryan Contino's Fidelity Investments Experience January 2009 - May 2009
Job Sr. IT Project Coordinator at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance May 2013 - October 2013
Liberty Mutual Group July 2010 - May 2013
Liberty Mutual Group May 2009 - July 2010
Fidelity Investments January 2009 - May 2009
Skills
Access, Data Analysis, Microsoft Office, SQL, Visual Basic, Microsoft Excel, VBA, SharePoint, Visio, Microsoft Word, PowerPoint, Outlook, HTML, Customer Service, Process Improvement, SDLC, Databases, Troubleshooting, Program Management, Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor’s of Science, Business Administration; Accounting and Information Systems Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Information Systems Management
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance May 2013 - October 2013
Liberty Mutual Group July 2010 - May 2013
Liberty Mutual Group May 2009 - July 2010
Fidelity Investments January 2009 - May 2009
Skills
Access, Data Analysis, Microsoft Office, SQL, Visual Basic, Microsoft Excel, VBA, SharePoint, Visio, Microsoft Word, PowerPoint, Outlook, HTML, Customer Service, Process Improvement, SDLC, Databases, Troubleshooting, Program Management, Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor’s of Science, Business Administration; Accounting and Information Systems Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Information Systems Management
Barrett Huntress Barrett Huntress's Fidelity Investments Experience November 2012 - March 2014
Job Director of Operations at My Spot Wireless
Industry Retail
Experience
Mybullfrog.com Verizon Wireless Premium Retailer March 2014 - December 2014
Fidelity Investments November 2012 - March 2014
ska works, LLC May 2012 - July 2012
Comcast July 2008 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Sales Process
Education
University of New Hampshire-Manchester 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies
Mybullfrog.com Verizon Wireless Premium Retailer March 2014 - December 2014
Fidelity Investments November 2012 - March 2014
ska works, LLC May 2012 - July 2012
Comcast July 2008 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Sales Process
Education
University of New Hampshire-Manchester 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies
Dana Schalk, PMP Dana Schalk, PMP's Fidelity Investments Experience March 2011 - Present
Job Director, IT Data & Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments September 2003 - March 2011
Fidelity Investments September 2000 - September 2003
Digital Equipment Corp/Compaq September 1995 - September 2000
State of NH - Office of LBA June 1993 - September 1995
Skills
SDLC, Business Analysis, PMP, Vendor Management, Financial Services, ITIL, Agile Methodologies, Project Management, Program Management, Cross-functional Team..., IT Service Management, Enterprise Software, SAP, PMO, IT Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
BS - Business Administration, Accounting
Fidelity Investments March 2011 - Present
Fidelity Investments September 2003 - March 2011
Fidelity Investments September 2000 - September 2003
Digital Equipment Corp/Compaq September 1995 - September 2000
State of NH - Office of LBA June 1993 - September 1995
Skills
SDLC, Business Analysis, PMP, Vendor Management, Financial Services, ITIL, Agile Methodologies, Project Management, Program Management, Cross-functional Team..., IT Service Management, Enterprise Software, SAP, PMO, IT Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
BS - Business Administration, Accounting
Heather Booth Heather Booth's Fidelity Investments Experience June 2013 - August 2013
Job MSA Candidate at the University of New Hampshire
Industry Accounting
Experience
UNH Hamel Recreation Center August 2012 - Present
Liberty Mutual Insurance June 2015 - August 2015
Liberty Mutual Insurance June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Market Basket Foods September 2006 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Time Management, Customer Service, Outlook, Finance, Management, Sales, Event Planning
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2015 — 2016
Master of Science (MS), Accounting
University of New Hampshire - Peter T. Paul College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Business Administration, Options in Accounting & Finance, Financial Analyst track
Bishop Guertin High School 2007 — 2011
UNH Hamel Recreation Center August 2012 - Present
Liberty Mutual Insurance June 2015 - August 2015
Liberty Mutual Insurance June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Market Basket Foods September 2006 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Time Management, Customer Service, Outlook, Finance, Management, Sales, Event Planning
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2015 — 2016
Master of Science (MS), Accounting
University of New Hampshire - Peter T. Paul College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Business Administration, Options in Accounting & Finance, Financial Analyst track
Bishop Guertin High School 2007 — 2011
Andrew Drazin Andrew Drazin's Fidelity Investments Experience June 2014 - July 2015
Job Master of Business Administration Candidate
Industry Logistics and Supply Chain
Experience
Fidelity Investments June 2014 - July 2015
Fidelity Investments January 2014 - May 2014
Fidelity Investments March 2013 - January 2014
Fidelity Investments October 2012 - January 2013
BAE Systems June 2012 - October 2012
BAE Systems June 2011 - July 2011
BAE Systems May 2010 - July 2010
BAE Systems June 2009 - July 2009
Skills
Data Analysis, Microsoft Office, Utility Analysis, Safety Auditing, Return on Investment..., Pensions, 401k, 401k Rollovers, Capital Budgeting, Corporate Actions, Proxy Voting, Legal Product Review, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Time Management, Teamwork, Public Speaking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelors of Science, Business Administration: Finance
Fidelity Investments June 2014 - July 2015
Fidelity Investments January 2014 - May 2014
Fidelity Investments March 2013 - January 2014
Fidelity Investments October 2012 - January 2013
BAE Systems June 2012 - October 2012
BAE Systems June 2011 - July 2011
BAE Systems May 2010 - July 2010
BAE Systems June 2009 - July 2009
Skills
Data Analysis, Microsoft Office, Utility Analysis, Safety Auditing, Return on Investment..., Pensions, 401k, 401k Rollovers, Capital Budgeting, Corporate Actions, Proxy Voting, Legal Product Review, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Time Management, Teamwork, Public Speaking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelors of Science, Business Administration: Finance
Jamie Cornwell Jamie Cornwell's Fidelity Investments Experience May 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
UNH Army ROTC August 2012 - Present
Luxottica Retail North America May 2014 - August 2014
Paul's Choice October 2008 - August 2014
Skills
Customer Service, Retail, Office Administration, Communication, Organizational..., Time Management, Microsoft Word, Microsoft Office, Management, Teamwork, Sales, Inventory Control, Data Entry
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Burgundy School of Business 2014 — 2014
EcoGastronomy
Fidelity Investments May 2015 - Present
UNH Army ROTC August 2012 - Present
Luxottica Retail North America May 2014 - August 2014
Paul's Choice October 2008 - August 2014
Skills
Customer Service, Retail, Office Administration, Communication, Organizational..., Time Management, Microsoft Word, Microsoft Office, Management, Teamwork, Sales, Inventory Control, Data Entry
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Burgundy School of Business 2014 — 2014
EcoGastronomy
Peter Sylvestre Peter Sylvestre's Fidelity Investments Experience February 1993 - March 2001
Job FVP, HR and Management Development
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2002 - April 2015
Fidelity Investments February 1993 - March 2001
Account Pros April 1988 - January 1993
Skills
Human Resources, Management Development, Leadership, Recruiting, Customer Service, Banking
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor’s Degree, Business Administration and Management, General
JPMorgan Chase & Co. April 2002 - April 2015
Fidelity Investments February 1993 - March 2001
Account Pros April 1988 - January 1993
Skills
Human Resources, Management Development, Leadership, Recruiting, Customer Service, Banking
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor’s Degree, Business Administration and Management, General
Christopher Curley Christopher Curley's Fidelity Investments Experience February 2009 - May 2009
Job Sr. Business Systems Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance July 2009 - Present
Fidelity Investments February 2009 - May 2009
Pax World Investments September 2008 - December 2008
Skills
Business Analysis, Business Intelligence, Requirements Gathering, Business Requirements, SDLC, SharePoint, Insurance, Systems Analysis, Requirements Analysis, Process Improvement, Integration, Software Documentation, Microsoft Excel, PowerPoint
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Management Information Systems, General; Entrepreneurship
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance July 2009 - Present
Fidelity Investments February 2009 - May 2009
Pax World Investments September 2008 - December 2008
Skills
Business Analysis, Business Intelligence, Requirements Gathering, Business Requirements, SDLC, SharePoint, Insurance, Systems Analysis, Requirements Analysis, Process Improvement, Integration, Software Documentation, Microsoft Excel, PowerPoint
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Management Information Systems, General; Entrepreneurship
Catrina Buxton's Fidelity Investments Experience August 2014 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
BS Business ADMN, Finance
Fidelity Investments August 2014 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
BS Business ADMN, Finance
Goran Galic Goran Galic's Fidelity Investments Experience October 2014 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments July 2013 - October 2014
University of New Hampshire January 2012 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Economic Research, Financial Analysis, European Politics, Creative Writing, SAS programming, SAS, Customer Service, Access, HTML, Team Leadership, Public Speaking, Time Management, Social Media, Teamwork
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science (B.S.), Economics
Fidelity Investments October 2014 - Present
Fidelity Investments July 2013 - October 2014
University of New Hampshire January 2012 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Economic Research, Financial Analysis, European Politics, Creative Writing, SAS programming, SAS, Customer Service, Access, HTML, Team Leadership, Public Speaking, Time Management, Social Media, Teamwork
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science (B.S.), Economics
Bill Sherry's Fidelity Investments Experience September 2014 - Present
Job VP Assistant Branch Manager
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments March 2011 - August 2014
Fidelity Investments July 2008 - February 2011
Fidelity Investments July 2007 - June 2008
Fidelity Investments June 2006 - June 2007
Fidelity Investments March 2005 - June 2006
Skills
Financial Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Series 7, Insurance, Retirement Planning, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Fidelity Investments September 2014 - Present
Fidelity Investments March 2011 - August 2014
Fidelity Investments July 2008 - February 2011
Fidelity Investments July 2007 - June 2008
Fidelity Investments June 2006 - June 2007
Fidelity Investments March 2005 - June 2006
Skills
Financial Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Series 7, Insurance, Retirement Planning, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Lauren Yeaton Hunt Lauren Yeaton Hunt's Fidelity Investments Experience July 2015 - Present
Job Financial Services Executive
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
LPL Financial July 2014 - February 2015
LPL Financial January 2013 - June 2014
LPL Financial January 2007 - December 2012
LPL Financial July 2003 - December 2006
Zurich Financial Services February 2003 - July 2003
Deutsche Bank July 2002 - February 2003
Scudder Investments, Zurich Scudder Investments January 1997 - July 2002
Ernst & Young 1990 - 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BA, Economics, graduated summa cum laude
Fidelity Investments July 2015 - Present
LPL Financial July 2014 - February 2015
LPL Financial January 2013 - June 2014
LPL Financial January 2007 - December 2012
LPL Financial July 2003 - December 2006
Zurich Financial Services February 2003 - July 2003
Deutsche Bank July 2002 - February 2003
Scudder Investments, Zurich Scudder Investments January 1997 - July 2002
Ernst & Young 1990 - 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BA, Economics, graduated summa cum laude
Brian Woodbury Brian Woodbury's Fidelity Investments Experience July 2014 - July 2014
Job Vice President of Operations at LightSmart Energy Consulting, LLC
Industry Oil & Energy
Experience
LightSmart Energy Consulting, LLC January 2015 - Present
SolLux Technologies July 2014 - December 2014
Fidelity Investments July 2014 - July 2014
Fidelity Investments April 2012 - June 2014
Fidelity Investments June 2011 - April 2012
Fidelity Investments July 2008 - June 2011
Fidelity Investments October 2005 - July 2008
LightSmart Energy Consulting Service April 2001 - May 2006
Skycap Services of America September 2000 - December 2002
Good Stuff USA Inc September 1998 - May 2000
Skills
Customer Service, Business Requirements, Process Improvement, Business Analysis, Excel, Data Analysis, Access, Problem Solving, Six Sigma, PowerPoint, Outlook, Word, Visio, Analysis, CRM, Integration, Databases, Project Management, Business Process, SQL, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Microsoft Office, Defined Benefit, Project Delivery, Microsoft Excel
Education
University of New Hampshire-Manchester 2002 — 2005
BA, Business
LightSmart Energy Consulting, LLC January 2015 - Present
SolLux Technologies July 2014 - December 2014
Fidelity Investments July 2014 - July 2014
Fidelity Investments April 2012 - June 2014
Fidelity Investments June 2011 - April 2012
Fidelity Investments July 2008 - June 2011
Fidelity Investments October 2005 - July 2008
LightSmart Energy Consulting Service April 2001 - May 2006
Skycap Services of America September 2000 - December 2002
Good Stuff USA Inc September 1998 - May 2000
Skills
Customer Service, Business Requirements, Process Improvement, Business Analysis, Excel, Data Analysis, Access, Problem Solving, Six Sigma, PowerPoint, Outlook, Word, Visio, Analysis, CRM, Integration, Databases, Project Management, Business Process, SQL, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Microsoft Office, Defined Benefit, Project Delivery, Microsoft Excel
Education
University of New Hampshire-Manchester 2002 — 2005
BA, Business
Rebecca Squires's Fidelity Investments Experience September 2013 - August 2014
Job Master Planner I at BAE Systems
Industry Defense & Space
Experience
BAE Systems August 2014 - Present
Fidelity Investments September 2013 - August 2014
Fidelity Investments June 2012 - September 2013
Dunkin Donuts June 2005 - June 2012
Macy's May 2010 - September 2010
Skills
Customer Service, Excel, Access, Data Entry, PowerPoint, Time Management, Microsoft Word, Outlook, Teamwork, Microsoft Office, Retail, QuickBooks, Facebook, Organization, Interpersonal..., Constant Contact, Microsoft Excel, Event Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2012
Bachelor's degree, Finance, General
Western New England College 2008 — 2010
Finance
BAE Systems August 2014 - Present
Fidelity Investments September 2013 - August 2014
Fidelity Investments June 2012 - September 2013
Dunkin Donuts June 2005 - June 2012
Macy's May 2010 - September 2010
Skills
Customer Service, Excel, Access, Data Entry, PowerPoint, Time Management, Microsoft Word, Outlook, Teamwork, Microsoft Office, Retail, QuickBooks, Facebook, Organization, Interpersonal..., Constant Contact, Microsoft Excel, Event Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2012
Bachelor's degree, Finance, General
Western New England College 2008 — 2010
Finance
Megan (Ford) Brown's Fidelity Investments Experience November 2003 - July 2008
Job Officer Support at IBM
Industry Information Technology and Services
Experience
IBM February 2015 - Present
IBM June 2008 - Present
Fidelity Investments November 2003 - July 2008
Target July 2003 - November 2003
Skills
Payroll, Tax, Customer Service, Payroll Taxes, SOX Compliancy, Oracle Applications, Requirements Analysis, Multi-state Payroll..., Tesseract, Microsoft Excel, PowerPoint, Tax Compliance, Internal Audit, External Audit, Tax Audits
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2002
Bachelor of Science, Business Administration
IBM February 2015 - Present
IBM June 2008 - Present
Fidelity Investments November 2003 - July 2008
Target July 2003 - November 2003
Skills
Payroll, Tax, Customer Service, Payroll Taxes, SOX Compliancy, Oracle Applications, Requirements Analysis, Multi-state Payroll..., Tesseract, Microsoft Excel, PowerPoint, Tax Compliance, Internal Audit, External Audit, Tax Audits
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2002
Bachelor of Science, Business Administration
Jerry Obey's Fidelity Investments Experience August 2007 - December 2008
Job Senior Financial Analyst at Cetera Financial Group | MBA Candidate at USC Marshall School of Business
Industry Financial Services
Experience
Cetera Financial Group March 2014 - Present
University of Southern California - Marshall School of Business August 2012 - Present
BAE Systems June 2012 - February 2014
BAE Systems January 2009 - May 2012
Fidelity Investments August 2007 - December 2008
Cambridge Associates January 2007 - May 2007
Skills
Earned Value Management, Government Contracting, Financial Analysis, Variance Analysis, Process Improvement, Financial Modeling, Hyperion Enterprise, Forecasting, Analysis, DoD, Financial Reporting, Managerial Finance, Cost Benefit, Cost Accounting, Financial Forecasting, Security Clearance, Program Management, Budgets, Strategic Financial..., Leadership, Active DoD Secret..., Auditing, Accounting, Account Reconciliation, Due Diligence, Finance, Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2006
Bachelor of Science (B.S.), Business Administration - Finance
Cetera Financial Group March 2014 - Present
University of Southern California - Marshall School of Business August 2012 - Present
BAE Systems June 2012 - February 2014
BAE Systems January 2009 - May 2012
Fidelity Investments August 2007 - December 2008
Cambridge Associates January 2007 - May 2007
Skills
Earned Value Management, Government Contracting, Financial Analysis, Variance Analysis, Process Improvement, Financial Modeling, Hyperion Enterprise, Forecasting, Analysis, DoD, Financial Reporting, Managerial Finance, Cost Benefit, Cost Accounting, Financial Forecasting, Security Clearance, Program Management, Budgets, Strategic Financial..., Leadership, Active DoD Secret..., Auditing, Accounting, Account Reconciliation, Due Diligence, Finance, Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2006
Bachelor of Science (B.S.), Business Administration - Finance
Joshua LaGasse Joshua LaGasse's Fidelity Investments Experience March 2012 - September 2014
Job Consultant for FactSet
Industry Financial Services
Experience
FactSet September 2014 - Present
Fidelity Investments March 2012 - September 2014
Fidelity Investments June 2011 - March 2012
Skills
Series 7, Series 63, Portfolio Management, Finance, Retirement Planning, Strategy, Retirement, Trading, Estate Planning, High Net Worth..., Mutual Funds, Securities, Series 6, Wealth Management, Financial Services, Investments, Asset Allocation, 401k, Equities, Economics, Fixed Income, FINRA
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
FactSet September 2014 - Present
Fidelity Investments March 2012 - September 2014
Fidelity Investments June 2011 - March 2012
Skills
Series 7, Series 63, Portfolio Management, Finance, Retirement Planning, Strategy, Retirement, Trading, Estate Planning, High Net Worth..., Mutual Funds, Securities, Series 6, Wealth Management, Financial Services, Investments, Asset Allocation, 401k, Equities, Economics, Fixed Income, FINRA
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Sherry Sears, PMP Sherry Sears, PMP's Fidelity Investments Experience 2004 - January 2010
Job Senior Project Manager at Kronos
Industry Human Resources
Experience
Kronos January 2012 - Present
Peoplefluent/Peopleclickauthoria/Authoria November 2009 - January 2012
Fidelity Investments 2004 - January 2010
Fidelity Investment 2002 - 2004
Fidelity Investments 2001 - 2002
Skills
Business Analysis, Vendor Management, HRIS, Leadership, Talent Management, Software Documentation, Outsourcing, Project Management, Human Resources, Budgets, Succession Planning, SDLC, Payroll, Team Building, Process Improvement, Management
Education
University of New Hampshire - Whittemore School of Business and Economics
BS, Business & Finance
Kronos January 2012 - Present
Peoplefluent/Peopleclickauthoria/Authoria November 2009 - January 2012
Fidelity Investments 2004 - January 2010
Fidelity Investment 2002 - 2004
Fidelity Investments 2001 - 2002
Skills
Business Analysis, Vendor Management, HRIS, Leadership, Talent Management, Software Documentation, Outsourcing, Project Management, Human Resources, Budgets, Succession Planning, SDLC, Payroll, Team Building, Process Improvement, Management
Education
University of New Hampshire - Whittemore School of Business and Economics
BS, Business & Finance
Peter Hustis Peter Hustis's Fidelity Investments Experience October 2005 - October 2007
Job Regional Private Banker at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2012 - Present
ClearRock Capital January 2011 - June 2012
Columbia Management 2007 - 2011
Fidelity Investments October 2005 - October 2007
Skills
• Relationship..., 401k, Mutual Funds, Investment Advisory, Financial Planning, Series 7, Series 63, Customer Relations, ETFs, Series 66, Insurance, ERISA, Public Speaking, Financial Analysis, Investments, Retirement, Retirement Plan..., Deferred Compensation, Consultative Selling
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
BA, Psychology
Wells Fargo June 2012 - Present
ClearRock Capital January 2011 - June 2012
Columbia Management 2007 - 2011
Fidelity Investments October 2005 - October 2007
Skills
• Relationship..., 401k, Mutual Funds, Investment Advisory, Financial Planning, Series 7, Series 63, Customer Relations, ETFs, Series 66, Insurance, ERISA, Public Speaking, Financial Analysis, Investments, Retirement, Retirement Plan..., Deferred Compensation, Consultative Selling
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
BA, Psychology
Marc Mittelmark Marc Mittelmark's Fidelity Investments Experience August 2012 - Present
Job Principle Systems Engineer at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments 2009 - August 2012
Fidelity Investments March 2006 - September 2008
Tufts University 2004 - 2006
New York Mercantile Exchange 2003 - 2004
Skills
Technical Analysis, Client Relationship, Customer Service, Active Listening, Account Management, Creative Problem Solving, Self Driven, Bloomberg, FactSet, CRM, Market Data, Business Analysis, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS
Fidelity Investments August 2012 - Present
Fidelity Investments 2009 - August 2012
Fidelity Investments March 2006 - September 2008
Tufts University 2004 - 2006
New York Mercantile Exchange 2003 - 2004
Skills
Technical Analysis, Client Relationship, Customer Service, Active Listening, Account Management, Creative Problem Solving, Self Driven, Bloomberg, FactSet, CRM, Market Data, Business Analysis, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS
Cam Quimby Cam Quimby's Fidelity Investments Experience June 2013 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments June 2012 - May 2013
Technology Business Research August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Dover High School 2004 — 2008
Fidelity Investments June 2013 - Present
Fidelity Investments June 2012 - May 2013
Technology Business Research August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Dover High School 2004 — 2008
Todd Megathlin Todd Megathlin's Fidelity Investments Experience October 1996 - July 1999
Job Corporate Sales Manager at ADP
Industry Information Technology and Services
Experience
ADP 1999 - Present
ADP July 1999 - May 2006
Fidelity Investments October 1996 - July 1999
Westin Hotel and Resorts January 1990 - July 1996
Skills
Miller Heiman, BPO, SaaS, Consultative Selling, Benefits Administration, HRIS, Workforce Management, Direct Sales, ADP Payroll, PEO, COBRA, Salesforce.com, Employee Benefits, Selling, Solution Selling, Outsourcing, Cold Calling, HRO, Sales Process, Complex Sales, Lead Generation
Education
University of New Hampshire - Whittemore School of Business and Economics 1985 — 1989
Ecole Hoteliere/UNLV, Lausanne, Switzerland
Hospitality Administration/Management
ADP 1999 - Present
ADP July 1999 - May 2006
Fidelity Investments October 1996 - July 1999
Westin Hotel and Resorts January 1990 - July 1996
Skills
Miller Heiman, BPO, SaaS, Consultative Selling, Benefits Administration, HRIS, Workforce Management, Direct Sales, ADP Payroll, PEO, COBRA, Salesforce.com, Employee Benefits, Selling, Solution Selling, Outsourcing, Cold Calling, HRO, Sales Process, Complex Sales, Lead Generation
Education
University of New Hampshire - Whittemore School of Business and Economics 1985 — 1989
Ecole Hoteliere/UNLV, Lausanne, Switzerland
Hospitality Administration/Management
William C. Goetschius Jr. William C. Goetschius Jr.'s Fidelity Investments Experience April 2007 - June 2007
Job SQL DBA/Developer at Blackbaud
Industry Computer Software
Experience
Blackbaud February 2015 - Present
RiverStone Claims Management April 2012 - December 2014
Computer Solutions of Keene April 2010 - March 2012
Bill Dube Ford Toyota Scion September 2009 - April 2010
Vestmark July 2008 - March 2009
Kana Software June 2007 - April 2008
Set Focus 2007 - 2008
Fidelity Investments April 2007 - June 2007
City of Boston June 2006 - September 2006
Liberty Mutual Group June 1978 - December 2005
Skills
Microsoft SQL Server
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1992 — 1994
MBA, Business
Blackbaud February 2015 - Present
RiverStone Claims Management April 2012 - December 2014
Computer Solutions of Keene April 2010 - March 2012
Bill Dube Ford Toyota Scion September 2009 - April 2010
Vestmark July 2008 - March 2009
Kana Software June 2007 - April 2008
Set Focus 2007 - 2008
Fidelity Investments April 2007 - June 2007
City of Boston June 2006 - September 2006
Liberty Mutual Group June 1978 - December 2005
Skills
Microsoft SQL Server
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1992 — 1994
MBA, Business
Joshua Marks Joshua Marks's Fidelity Investments Experience August 2014 - Present
Job Regional Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments January 2013 - October 2013
AspenCross Financial Group May 2012 - December 2012
DHK Financial Advisors November 2011 - May 2012
GK&K January 2004 - 2012
Honest Tea May 2011 - August 2011
Skills
Microsoft Office, Social Networking, Financial Analysis, Corporate Social..., Writing Skills, Data Interpretation, Economics, Word, Excel, PowerPoint, Access, Social Media, Time Management, Microsoft Excel, Series 7, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
BS, Finance, Economics
Salem High School 2004 — 2008
High School Diploma
Fidelity Investments August 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments January 2013 - October 2013
AspenCross Financial Group May 2012 - December 2012
DHK Financial Advisors November 2011 - May 2012
GK&K January 2004 - 2012
Honest Tea May 2011 - August 2011
Skills
Microsoft Office, Social Networking, Financial Analysis, Corporate Social..., Writing Skills, Data Interpretation, Economics, Word, Excel, PowerPoint, Access, Social Media, Time Management, Microsoft Excel, Series 7, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
BS, Finance, Economics
Salem High School 2004 — 2008
High School Diploma
Sean Hamilton, PMP's Fidelity Investments Experience January 2014 - Present
Job Business Management and Strategy Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments December 2006 - December 2013
Fidelity Investments June 2005 - November 2006
IBM Global Business Services 2003 - 2005
PWC Consulting/Price Waterhouse September 1996 - September 2003
Skills
PMP, Business Analysis, Project Management, SDLC, Vendor Management, PMO, Software Project..., Program Management, Project Portfolio..., Requirements Analysis, Process Improvement, Requirements Gathering, Agile Methodologies, IT Strategy, Business Process..., Risk Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1986 — 1990
Bachelor of Science (BS), Business Administration
Fidelity Investments January 2014 - Present
Fidelity Investments December 2006 - December 2013
Fidelity Investments June 2005 - November 2006
IBM Global Business Services 2003 - 2005
PWC Consulting/Price Waterhouse September 1996 - September 2003
Skills
PMP, Business Analysis, Project Management, SDLC, Vendor Management, PMO, Software Project..., Program Management, Project Portfolio..., Requirements Analysis, Process Improvement, Requirements Gathering, Agile Methodologies, IT Strategy, Business Process..., Risk Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1986 — 1990
Bachelor of Science (BS), Business Administration
Rob Strobl's Fidelity Investments Experience November 2000 - February 2004
Job Director, Client Service and Operations
Industry Hospital & Health Care
Experience
Cerner Corporation (InterMedHx Unit) October 2014 - Present
Healthways March 2011 - October 2014
Healthways 2008 - 2011
Healthways 2006 - 2008
Healthways 2005 - 2006
Goldleaf Financial Solutions February 2004 - December 2004
Fidelity Investments November 2000 - February 2004
Fedex 1997 - 2000
Skills
Process Improvement, Healthcare, Healthcare Information..., Strategic Planning, SDLC, Account Management, Project Management, Vendor Management, Team Building, Business Analysis, Program Management, Cross-functional Team..., Budgets, Agile Methodologies, Outsourcing, Managed Care, Hospitals, Disease Management, EMR, Healthcare Management, New Business Development, Healthcare Industry, Medicare, EHR, Business Development, SaaS, Leadership, Strategy, CRM, Contract Negotiation
Education
University of Phoenix 2005 — 2008
MBA, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
BA, Economics
Cerner Corporation (InterMedHx Unit) October 2014 - Present
Healthways March 2011 - October 2014
Healthways 2008 - 2011
Healthways 2006 - 2008
Healthways 2005 - 2006
Goldleaf Financial Solutions February 2004 - December 2004
Fidelity Investments November 2000 - February 2004
Fedex 1997 - 2000
Skills
Process Improvement, Healthcare, Healthcare Information..., Strategic Planning, SDLC, Account Management, Project Management, Vendor Management, Team Building, Business Analysis, Program Management, Cross-functional Team..., Budgets, Agile Methodologies, Outsourcing, Managed Care, Hospitals, Disease Management, EMR, Healthcare Management, New Business Development, Healthcare Industry, Medicare, EHR, Business Development, SaaS, Leadership, Strategy, CRM, Contract Negotiation
Education
University of Phoenix 2005 — 2008
MBA, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
BA, Economics
Brian Dumont's Fidelity Investments Experience May 2005 - January 2011
Job Senior Director, EMC Global Talent Acquisition
Industry Human Resources
Experience
EMC January 2011 - Present
Fidelity Investments May 2005 - January 2011
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Onboarding, College Recruiting, Human Resources, Technical Recruiting, Internet Recruiting, Talent Management, Employee Relations, HRIS
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business Administration
EMC January 2011 - Present
Fidelity Investments May 2005 - January 2011
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Onboarding, College Recruiting, Human Resources, Technical Recruiting, Internet Recruiting, Talent Management, Employee Relations, HRIS
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business Administration
Christopher Dionne's Fidelity Investments Experience June 2014 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments March 2009 - June 2014
Fidelity Investments May 2005 - February 2009
Fidelity Investments 2003 - 2005
Fidelity Investments October 2000 - November 2003
Skills
Fund Accounting, Financial Analysis, Financial Services, Business Analysis, Project Management, Business Process, Leadership, Management, Process Improvement, Portfolio Management, Training
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1999
Fidelity Investments June 2014 - Present
Fidelity Investments March 2009 - June 2014
Fidelity Investments May 2005 - February 2009
Fidelity Investments 2003 - 2005
Fidelity Investments October 2000 - November 2003
Skills
Fund Accounting, Financial Analysis, Financial Services, Business Analysis, Project Management, Business Process, Leadership, Management, Process Improvement, Portfolio Management, Training
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1999
Nicholas Folsom's Fidelity Investments Experience May 2015 - Present
Job Vice President, Mobile Channel Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Skills
SDLC, Visio, Systems Analysis, Software Project..., Mobile Applications, Requirements Gathering, Program Management, Requirements Analysis, Business Analysis, Financial Services, Mobile Devices, Management, PMP, Process Improvement, Agile Methodologies, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS
Fidelity Investments May 2015 - Present
Skills
SDLC, Visio, Systems Analysis, Software Project..., Mobile Applications, Requirements Gathering, Program Management, Requirements Analysis, Business Analysis, Financial Services, Mobile Devices, Management, PMP, Process Improvement, Agile Methodologies, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS
Scott McClintock's Fidelity Investments Experience 1998 - June 2012
Job Lead Technical Relationship Manager
Industry Computer Software
Experience
Citrix June 2012 - Present
Fidelity Investments 1998 - June 2012
Skills
VDI, Citrix, Virtualization, Disaster Recovery, VMware, VMware ESX
Education
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
Bachelor of Science (BS), Business Administration
Citrix June 2012 - Present
Fidelity Investments 1998 - June 2012
Skills
VDI, Citrix, Virtualization, Disaster Recovery, VMware, VMware ESX
Education
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
Bachelor of Science (BS), Business Administration
Carol Plummer's Fidelity Investments Experience Business AnalystFidelity Investments1995 - 2007
Job Director of Channel Management at Fidelity Investments
Industry Internet
Experience
Fidelity Investments Business AnalystFidelity Investments1995 - 2007
Fidelity Investments 1995 - 2007
Fidelity Investments 1995 - 2007
Fidelity Investments 1995 - 2007
Fidelity Investments 1995 - 2007
Fidelity Investments 1995 - 2001
Education
University of Southern Maine 1988 — 1994
University of New Hampshire -- Peter T. Paul College of Business and Economics
Fidelity Investments Business AnalystFidelity Investments1995 - 2007
Fidelity Investments 1995 - 2007
Fidelity Investments 1995 - 2007
Fidelity Investments 1995 - 2007
Fidelity Investments 1995 - 2007
Fidelity Investments 1995 - 2001
Education
University of Southern Maine 1988 — 1994
University of New Hampshire -- Peter T. Paul College of Business and Economics
Ben Frazier's Fidelity Investments Experience May 1999 - September 1999
Job Senior Architect Allscripts Practice Management
Industry Computer Software
Experience
Allscripts July 2009 - Present
Allscripts December 2004 - July 2009
Allscripts December 2003 - December 2004
City of Nashua, New Hampshire March 2003 - December 2003
Millard Group Inc. September 1999 - August 2002
Fidelity Investments May 1999 - September 1999
Matthew Thornton Health Plan November 1993 - 1999
Skills
Microsoft SQL Server, Software Design, Visual Basic, Data Modeling, SDLC, .NET, C#, Architectures, Healthcare Information..., Agile Methodologies, Silverlight, Visual Studio, Architecture, Crystal Reports, TFS, T-SQL, WCF, Practice Management, Software Development, Scrum, Application Design, VB.NET, Solution Architecture, SOA, Software Project..., SQL Server 2000-2008, Software Requirements, Requirements Analysis, DCOM, Leadership
Education
University of New Hampshire - Whittemore School of Business and Economics 1987 — 1991
BS, Business Administration
Allscripts July 2009 - Present
Allscripts December 2004 - July 2009
Allscripts December 2003 - December 2004
City of Nashua, New Hampshire March 2003 - December 2003
Millard Group Inc. September 1999 - August 2002
Fidelity Investments May 1999 - September 1999
Matthew Thornton Health Plan November 1993 - 1999
Skills
Microsoft SQL Server, Software Design, Visual Basic, Data Modeling, SDLC, .NET, C#, Architectures, Healthcare Information..., Agile Methodologies, Silverlight, Visual Studio, Architecture, Crystal Reports, TFS, T-SQL, WCF, Practice Management, Software Development, Scrum, Application Design, VB.NET, Solution Architecture, SOA, Software Project..., SQL Server 2000-2008, Software Requirements, Requirements Analysis, DCOM, Leadership
Education
University of New Hampshire - Whittemore School of Business and Economics 1987 — 1991
BS, Business Administration
Julie Carlson's Fidelity Investments Experience May 2014 - Present
Job Manager, Meetings & Events at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Cynosure, Inc. June 2013 - March 2014
Palomar Medical Technologies, Inc. January 2011 - June 2013
Palomar Medical Technologies, Inc. November 2005 - January 2011
Rainin Instrument LLC February 2003 - November 2005
Massachusetts Institute of Technology, Laboratory for Computer Science May 2002 - January 2003
Sheraton Needham Hotel August 2000 - September 2001
Sheraton Newton Hotel February 2000 - August 2000
Skills
Event Planning, Event Management, Budgeting, Marketing Strategy, Customer Relations, Budgets, Customer Service, Marketing, Social Media Marketing, Project Management, Team Building, Social Media, Email Marketing, Online Advertising, Sales, Selling, Start-ups, Public Speaking, Business Development, Product Launch, Advertising, Trade Shows, Management, Business Strategy, Strategic Planning, Leadership, Cross-functional Team..., Contract Negotiation, Project Planning, Marketing Communications, Salesforce.com, Marketing Management, Account Management, Product Marketing
Education
Northeastern University –School of Professional and Continuing Studies 2005 — 2006
“Intro to Meeting Management” & Contract Negotiations & Management
University of New Hampshire - Whittemore School of Business and Economics 1996 — 1999
Bachelor's Degree, Hospitality
Fidelity Investments May 2014 - Present
Cynosure, Inc. June 2013 - March 2014
Palomar Medical Technologies, Inc. January 2011 - June 2013
Palomar Medical Technologies, Inc. November 2005 - January 2011
Rainin Instrument LLC February 2003 - November 2005
Massachusetts Institute of Technology, Laboratory for Computer Science May 2002 - January 2003
Sheraton Needham Hotel August 2000 - September 2001
Sheraton Newton Hotel February 2000 - August 2000
Skills
Event Planning, Event Management, Budgeting, Marketing Strategy, Customer Relations, Budgets, Customer Service, Marketing, Social Media Marketing, Project Management, Team Building, Social Media, Email Marketing, Online Advertising, Sales, Selling, Start-ups, Public Speaking, Business Development, Product Launch, Advertising, Trade Shows, Management, Business Strategy, Strategic Planning, Leadership, Cross-functional Team..., Contract Negotiation, Project Planning, Marketing Communications, Salesforce.com, Marketing Management, Account Management, Product Marketing
Education
Northeastern University –School of Professional and Continuing Studies 2005 — 2006
“Intro to Meeting Management” & Contract Negotiations & Management
University of New Hampshire - Whittemore School of Business and Economics 1996 — 1999
Bachelor's Degree, Hospitality
Jay Terris's Fidelity Investments Experience July 2004 - February 2009
Job Vice President Client Technology Management at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase August 2010 - Present
Fidelity Investments July 2004 - February 2009
Fidelity Investments November 1998 - June 2004
Fidelity Investments December 1994 - October 1998
Putnam Investments July 1989 - December 1994
State Street Bank 1987 - 1989
Skills
Requirements Analysis, Project Management, Integration, Banking, Financial Services, Business Analysis, Testing, Mutual Funds, Software Testing Life..., User Acceptance Testing, Manage Client..., Vendor Management, Technology Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
JP Morgan Chase August 2010 - Present
Fidelity Investments July 2004 - February 2009
Fidelity Investments November 1998 - June 2004
Fidelity Investments December 1994 - October 1998
Putnam Investments July 1989 - December 1994
State Street Bank 1987 - 1989
Skills
Requirements Analysis, Project Management, Integration, Banking, Financial Services, Business Analysis, Testing, Mutual Funds, Software Testing Life..., User Acceptance Testing, Manage Client..., Vendor Management, Technology Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
Kim Schulte's Fidelity Investments Experience January 2006 - Present
Job Business Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments January 2006 - Present
Fidelity Investments September 2002 - January 2006
Public Consulting Group June 2001 - September 2002
Skills
Visio, Process Improvement, Data Analysis, Business Analysis, Business Process..., Analysis, Requirements Gathering, SQL
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor of Science, Business Administration
Fidelity Investments January 2006 - Present
Fidelity Investments September 2002 - January 2006
Public Consulting Group June 2001 - September 2002
Skills
Visio, Process Improvement, Data Analysis, Business Analysis, Business Process..., Analysis, Requirements Gathering, SQL
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor of Science, Business Administration
Sandy Tassinari's Fidelity Investments Experience February 2005 - December 2008
Job Head of Relationship Management Voya Financial
Industry Financial Services
Experience
Voya Financial November 2012 - Present
Mercer Outsourcing May 2009 - November 2012
Fidelity Investments February 2005 - December 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 1998 - 2003
BankBoston 1996 - 1998
BayBank - merged with BankBoston 1993 - 1996
Harvard University 1979 - 1993
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1975 — 1979
BS, Business Administration
Voya Financial November 2012 - Present
Mercer Outsourcing May 2009 - November 2012
Fidelity Investments February 2005 - December 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 1998 - 2003
BankBoston 1996 - 1998
BayBank - merged with BankBoston 1993 - 1996
Harvard University 1979 - 1993
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1975 — 1979
BS, Business Administration
Peter Guevin's Fidelity Investments Experience March 2005 - December 2006
Job Library Circulation at Rivier University
Industry Education Management
Experience
Rivier University September 2011 - Present
Rivier University January 2008 - September 2011
Rivier University May 2010 - August 2011
Apple Inc. September 2010 - June 2011
Hesser College September 2008 - October 2009
Westat December 2006 - March 2007
Fidelity Investments March 2005 - December 2006
The Princeton Review November 2003 - April 2005
Fidelity Investments November 2002 - November 2003
Daniel Webster College September 2001 - December 2001
Skills
Organizational..., Research, Teaching, Microsoft Office, Time Management, Customer Service, Higher Education, PowerPoint, Public Speaking, Strategic Planning, Data Analysis, Social Media, Leadership, Microsoft Word, Microsoft Excel, Community Outreach, Social Networking, Staff Development, Leadership Development, Event Planning, Investments, Business Strategy, Competitive Analysis, Group Dynamics, Policy, Courses, Budgeting, Customer Relations, Analysis, Administration, Accounting, Problem Solving, Financial Reporting, Auditing, Small Business, Word, Team Building, Writing, Coaching, Outlook, Mentoring, Change Management, Non-profits, Instructional Design, Library Management, Supervisory Skills, Libraries, Library
Education
Rivier University 1995 — 1996
M.B.A., Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
B.S., Business Administration
Rivier University September 2011 - Present
Rivier University January 2008 - September 2011
Rivier University May 2010 - August 2011
Apple Inc. September 2010 - June 2011
Hesser College September 2008 - October 2009
Westat December 2006 - March 2007
Fidelity Investments March 2005 - December 2006
The Princeton Review November 2003 - April 2005
Fidelity Investments November 2002 - November 2003
Daniel Webster College September 2001 - December 2001
Skills
Organizational..., Research, Teaching, Microsoft Office, Time Management, Customer Service, Higher Education, PowerPoint, Public Speaking, Strategic Planning, Data Analysis, Social Media, Leadership, Microsoft Word, Microsoft Excel, Community Outreach, Social Networking, Staff Development, Leadership Development, Event Planning, Investments, Business Strategy, Competitive Analysis, Group Dynamics, Policy, Courses, Budgeting, Customer Relations, Analysis, Administration, Accounting, Problem Solving, Financial Reporting, Auditing, Small Business, Word, Team Building, Writing, Coaching, Outlook, Mentoring, Change Management, Non-profits, Instructional Design, Library Management, Supervisory Skills, Libraries, Library
Education
Rivier University 1995 — 1996
M.B.A., Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
B.S., Business Administration
Shane Winsor's Fidelity Investments Experience
Job Director Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Enterprise Risk..., Financial Modeling, Financial Risk, Financial Services, Operational Risk..., Risk Management, Program Management, Management, Mutual Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Bachelor, Business
Fidelity Investments
Skills
Enterprise Risk..., Financial Modeling, Financial Risk, Financial Services, Operational Risk..., Risk Management, Program Management, Management, Mutual Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Bachelor, Business
Matthew Simoneau's Fidelity Investments Experience February 2012 - February 2013
Job Sr. Manager, Real Estate Services, Fidelity Investments
Industry Commercial Real Estate
Experience
Fidelity Investments February 2012 - February 2013
Fidelity Investments January 2010 - February 2012
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 1997 - September 2008
Skills
Corporate Real Estate, Project Planning, MS Project, Vendor Management, Analysis, Strategy, Management, Analytics, Contract Negotiation, Budgets, Customer Service, Program Management, Real Estate, Project Management, Process Improvement, Risk Management, Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1992
BA, Economics
Fidelity Investments February 2012 - February 2013
Fidelity Investments January 2010 - February 2012
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 1997 - September 2008
Skills
Corporate Real Estate, Project Planning, MS Project, Vendor Management, Analysis, Strategy, Management, Analytics, Contract Negotiation, Budgets, Customer Service, Program Management, Real Estate, Project Management, Process Improvement, Risk Management, Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1992
BA, Economics
Ken Ludy's Fidelity Investments Experience March 2012 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Anonymous November 2001 - March 2012
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Fidelity Investments March 2012 - Present
Anonymous November 2001 - March 2012
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Nick Tzavalas's Fidelity Investments Experience November 2013 - February 2014
Job Advisory Service Consultant at BTS Asset Management
Industry Investment Management
Experience
BTS Asset Management January 2015 - Present
Sigma Chi Fraternity June 2013 - June 2015
BTS Asset Management April 2014 - December 2014
Fidelity Investments November 2013 - February 2014
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2011 - April 2013
Sigma Chi Fraternity September 2010 - January 2013
Town Sports International June 2008 - September 2012
Skills
Leadership, Team Leadership, Investments, Social Media, Networking, Highly personable, Public Speaking, Fitness, Tennis, Business Intelligence, Social Networking, Financial Accounting, Team Building, Microsoft Excel, Economics, Microsoft Word, Financial Modeling, Financial Analysis, Financial Policies &..., Public Relations, Critical Thinking, Complex problem-solving, Judgement, Active listening, Market Research, Analysis, Business Decision Making, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.26
Central Catholic High School 2005 — 2009
BTS Asset Management January 2015 - Present
Sigma Chi Fraternity June 2013 - June 2015
BTS Asset Management April 2014 - December 2014
Fidelity Investments November 2013 - February 2014
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2011 - April 2013
Sigma Chi Fraternity September 2010 - January 2013
Town Sports International June 2008 - September 2012
Skills
Leadership, Team Leadership, Investments, Social Media, Networking, Highly personable, Public Speaking, Fitness, Tennis, Business Intelligence, Social Networking, Financial Accounting, Team Building, Microsoft Excel, Economics, Microsoft Word, Financial Modeling, Financial Analysis, Financial Policies &..., Public Relations, Critical Thinking, Complex problem-solving, Judgement, Active listening, Market Research, Analysis, Business Decision Making, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.26
Central Catholic High School 2005 — 2009
Justin Toy's Fidelity Investments Experience November 2007 - April 2008
Job Applied Mathematics and Economics Instructor at UExcel International Academy
Industry Internet
Experience
Business Tianjin Magazine July 2012 - Present
UExcel International Academy May 2012 - April 2014
Compass Foreign Languages November 2011 - February 2014
North Yarmouth Academy International Summer Camp March 2013 - August 2013
King's English for Kids July 2010 - December 2011
State Street April 2008 - July 2010
Fidelity Investments November 2007 - April 2008
Fidelity Investments July 2007 - November 2007
Skills
Pensions, 401k, Chinese, Chinese culture, Retirement Savings, Microsoft Word, Economics, Microsoft Excel
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2007
BS, Marketing and International Business and Economics, 3.55
Business Tianjin Magazine July 2012 - Present
UExcel International Academy May 2012 - April 2014
Compass Foreign Languages November 2011 - February 2014
North Yarmouth Academy International Summer Camp March 2013 - August 2013
King's English for Kids July 2010 - December 2011
State Street April 2008 - July 2010
Fidelity Investments November 2007 - April 2008
Fidelity Investments July 2007 - November 2007
Skills
Pensions, 401k, Chinese, Chinese culture, Retirement Savings, Microsoft Word, Economics, Microsoft Excel
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2007
BS, Marketing and International Business and Economics, 3.55
Ryan Klapprodt's Fidelity Investments Experience 2010 - Present
Job Syndicate Trade Support Analyst at Fidelity Capital Markets
Industry Investment Management
Experience
Fidelity Capital Markets March 2013 - Present
Fidelity Investments 2010 - Present
Bottomline Technologies September 2009 - October 2010
State Street June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Cisco Systems June 2007 - August 2007
MassMutual Financial Group June 2006 - August 2006
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, Equity Research, Equity Trading, PowerPoint, Valuation, Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelors of Science, Finance, Entrepreneurial Studies, Economics
Regents College 2008 — 2009
Bachelors, Finance, Economics
Fidelity Capital Markets March 2013 - Present
Fidelity Investments 2010 - Present
Bottomline Technologies September 2009 - October 2010
State Street June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Cisco Systems June 2007 - August 2007
MassMutual Financial Group June 2006 - August 2006
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, Equity Research, Equity Trading, PowerPoint, Valuation, Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelors of Science, Finance, Entrepreneurial Studies, Economics
Regents College 2008 — 2009
Bachelors, Finance, Economics
Daniel Gilmore's Fidelity Investments Experience 1998 - 2009
Job CEO Rebeccas
Industry Hospitality
Experience
Rebeccas December 2011 - Present
Sebastians 2001 - 2009
Fidelity Investments 1998 - 2009
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2010
MBA, Business
Rebeccas December 2011 - Present
Sebastians 2001 - 2009
Fidelity Investments 1998 - 2009
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2010
MBA, Business
David Konze, CFP®'s Fidelity Investments Experience August 2006 - May 2015
Job VP, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments August 2006 - May 2015
Fidelity Investments July 2005 - August 2006
Fidelity Investments March 2004 - June 2005
Ameriprise Financial Services, Inc. September 1999 - March 2004
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Series 63, Portfolio Management, Financial Services, Asset Allocation, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
Fidelity Investments August 2006 - May 2015
Fidelity Investments July 2005 - August 2006
Fidelity Investments March 2004 - June 2005
Ameriprise Financial Services, Inc. September 1999 - March 2004
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Series 63, Portfolio Management, Financial Services, Asset Allocation, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
Sarah Furlong's Fidelity Investments Experience October 2011 - May 2012
Job Assistant Vice President, Financial Analyst at State Street Corporation
Industry Financial Services
Experience
State Street October 2013 - Present
State Street May 2012 - October 2013
Fidelity Investments October 2011 - May 2012
Fidelity Investments June 2011 - October 2011
Fidelity Investments October 2010 - June 2011
Neighborhood Housing Services of Greater Nashua October 2009 - November 2010
Callogix, Inc September 2009 - October 2010
Harbor Homes, Inc September 2009 - September 2010
Harbor Homes, Inc / Welcoming Light, Inc. September 2009 - September 2010
Skills
Financial Analysis, Financial Risk, Finance, Research, Regulatory Capital, Basel III, Risk, Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Accounting, Management, Time Management, Data Entry, Nonprofits, Customer Service, PowerPoint, Social Services, Payroll, Case Management, Outlook
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2010
Bachelor of Science (BS), Finance
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science (BS), Management
State Street October 2013 - Present
State Street May 2012 - October 2013
Fidelity Investments October 2011 - May 2012
Fidelity Investments June 2011 - October 2011
Fidelity Investments October 2010 - June 2011
Neighborhood Housing Services of Greater Nashua October 2009 - November 2010
Callogix, Inc September 2009 - October 2010
Harbor Homes, Inc September 2009 - September 2010
Harbor Homes, Inc / Welcoming Light, Inc. September 2009 - September 2010
Skills
Financial Analysis, Financial Risk, Finance, Research, Regulatory Capital, Basel III, Risk, Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Accounting, Management, Time Management, Data Entry, Nonprofits, Customer Service, PowerPoint, Social Services, Payroll, Case Management, Outlook
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2010
Bachelor of Science (BS), Finance
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science (BS), Management
Keith Corbett's Fidelity Investments Experience October 2010 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Fidelity Investments October 2010 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Chris LeClair's Fidelity Investments Experience 1996 - 1998
Job
Industry Construction
Experience
Ipswich Bay Glass April 2013 - Present
Middlesex Glass, Inc. August 2007 - February 2012
Window City Inc 2005 - 2007
Vested Development 2000 - 2002
Fidelity Investments 1996 - 1998
Skills
Construction Management, Supervising, Subcontracting, Change Orders, Project Estimation
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
B.S. Business Administration
Ipswich Bay Glass April 2013 - Present
Middlesex Glass, Inc. August 2007 - February 2012
Window City Inc 2005 - 2007
Vested Development 2000 - 2002
Fidelity Investments 1996 - 1998
Skills
Construction Management, Supervising, Subcontracting, Change Orders, Project Estimation
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
B.S. Business Administration
Nicholas Beltramini's Fidelity Investments Experience February 2015 - Present
Job High Net Worth/Premium Financial Representative
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments November 2014 - February 2015
Fidelity Investments June 2013 - November 2014
Pasquale's Ristaurante September 2009 - August 2013
Holloway Motor Cars May 2010 - August 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Leadership
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments February 2015 - Present
Fidelity Investments November 2014 - February 2015
Fidelity Investments June 2013 - November 2014
Pasquale's Ristaurante September 2009 - August 2013
Holloway Motor Cars May 2010 - August 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Leadership
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Bob Santilli's Fidelity Investments Experience April 2011 - September 2013
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - September 2013
Education
University of New Hampshire - Whittemore School of Business and Economics
Fidelity Investments April 2011 - September 2013
Education
University of New Hampshire - Whittemore School of Business and Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank