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
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Fidelity Investments Employees
Employee
Years
Job
Industry
Emily Enos Emily Enos's Fidelity Investments Experience February 1994 - July 2008
Job Director Product Management at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Bank of America July 2008 - September 2014
Fidelity Investments February 1994 - July 2008
W R Grace 1988 - 1994
Amicon 1988 - 1994
Skills
Vendor Management, Mutual Funds, Series 7, E-commerce, Product Management, Project Management, Cross-functional Team..., Financial Services, Business Analysis, Web Design, Equities, Portfolio Management, Fixed Income, Strategy, Agile Methodologies, Relationship Management, Wealth Management, Securities, Investments, Visio, Series 63, Risk Management, Requirements Analysis, Information Architecture, SDLC, Program Management
Education
Bentley University 1986 — 1990
MBA, Finance
Fitchburg State University
BS, Accounting/Economics
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Bank of America July 2008 - September 2014
Fidelity Investments February 1994 - July 2008
W R Grace 1988 - 1994
Amicon 1988 - 1994
Skills
Vendor Management, Mutual Funds, Series 7, E-commerce, Product Management, Project Management, Cross-functional Team..., Financial Services, Business Analysis, Web Design, Equities, Portfolio Management, Fixed Income, Strategy, Agile Methodologies, Relationship Management, Wealth Management, Securities, Investments, Visio, Series 63, Risk Management, Requirements Analysis, Information Architecture, SDLC, Program Management
Education
Bentley University 1986 — 1990
MBA, Finance
Fitchburg State University
BS, Accounting/Economics
James Palombo's Fidelity Investments Experience September 2013 - March 2015
Job Internal Wholesaler at American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors June 2015 - Present
Fidelity Investments September 2013 - March 2015
Fidelity Investments January 2013 - August 2013
Fidelity Investments November 2009 - December 2012
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Equities, Fixed Income, Financial Markets
Education
Bentley University 2005 — 2009
Bachelor's Degree, Economics/Finance, 3.80, Summa cum laude, President's List
American Beacon Advisors June 2015 - Present
Fidelity Investments September 2013 - March 2015
Fidelity Investments January 2013 - August 2013
Fidelity Investments November 2009 - December 2012
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Equities, Fixed Income, Financial Markets
Education
Bentley University 2005 — 2009
Bachelor's Degree, Economics/Finance, 3.80, Summa cum laude, President's List
Ed Hwang's Fidelity Investments Experience February 2010 - August 2010
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments February 2013 - Present
BTS Asset Management August 2011 - February 2013
Fidelity Investments February 2010 - August 2010
Skills
Mutual Funds, Financial Advisory, Asset Allocation, Capital Markets, Finance, Financial Analysis, Fixed Income, Retirement Planning, Wealth Management, Financial Services, High Yield Bonds, Salesforce.com
Education
Bentley University
BS, Corporate Finance & Accounting
Bond University
Finance and Accounting
John Hancock Investments February 2013 - Present
BTS Asset Management August 2011 - February 2013
Fidelity Investments February 2010 - August 2010
Skills
Mutual Funds, Financial Advisory, Asset Allocation, Capital Markets, Finance, Financial Analysis, Fixed Income, Retirement Planning, Wealth Management, Financial Services, High Yield Bonds, Salesforce.com
Education
Bentley University
BS, Corporate Finance & Accounting
Bond University
Finance and Accounting
Jay Bletzer's Fidelity Investments Experience September 2010 - July 2011
Job Vice President Institutional Sales at Advantage Data Inc.
Industry Financial Services
Experience
Advantage Data Inc. October 2014 - Present
Advantage Data Inc. July 2011 - Present
Fidelity Investments September 2010 - July 2011
Poli Mortgage Group April 2009 - April 2010
Skills
Investments, Financial Analysis, Financial Modeling, Series 7, Credit, Portfolio Management, Series 63, Asset Management, Finance, Equities, Bloomberg, Fixed Income, Loans, Mortgage Lending, Valuation, Sales, Risk Management, Loan Origination, Mortgage Banking, Securities, Business Development, New Business Development, Alternative Investments
Education
Bentley University 2004 — 2008
Bachelor, Marketing
Advantage Data Inc. October 2014 - Present
Advantage Data Inc. July 2011 - Present
Fidelity Investments September 2010 - July 2011
Poli Mortgage Group April 2009 - April 2010
Skills
Investments, Financial Analysis, Financial Modeling, Series 7, Credit, Portfolio Management, Series 63, Asset Management, Finance, Equities, Bloomberg, Fixed Income, Loans, Mortgage Lending, Valuation, Sales, Risk Management, Loan Origination, Mortgage Banking, Securities, Business Development, New Business Development, Alternative Investments
Education
Bentley University 2004 — 2008
Bachelor, Marketing
Frederick Afonso's Fidelity Investments Experience July 2014 - January 2015
Job Senior Consultant, Health & Welfare Strategy at CVS Health
Industry Human Resources
Experience
CVS Health September 2015 - Present
Fidelity Investments July 2014 - January 2015
Fidelity Investments August 2012 - June 2014
Simon-Kucher & Partners August 2011 - July 2012
The Segal Company January 2008 - April 2010
Mercer November 2005 - December 2007
Skills
Microsoft Excel, Access, Healthcare, Employee Benefits, Employee Benefits Design, Wellness, Employee Wellness, Employee Wellness..., Health & Welfare..., Health & Welfare..., Marketing Strategy, Life Science Industry, Pricing Strategy, Pricing Optimization, International Market..., Value Messaging, Market Research, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Global Business Management, 3.75 GPA
Bentley College 2001 — 2005
Bachelor of Science (B.S.), Finance, General
CVS Health September 2015 - Present
Fidelity Investments July 2014 - January 2015
Fidelity Investments August 2012 - June 2014
Simon-Kucher & Partners August 2011 - July 2012
The Segal Company January 2008 - April 2010
Mercer November 2005 - December 2007
Skills
Microsoft Excel, Access, Healthcare, Employee Benefits, Employee Benefits Design, Wellness, Employee Wellness, Employee Wellness..., Health & Welfare..., Health & Welfare..., Marketing Strategy, Life Science Industry, Pricing Strategy, Pricing Optimization, International Market..., Value Messaging, Market Research, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Global Business Management, 3.75 GPA
Bentley College 2001 — 2005
Bachelor of Science (B.S.), Finance, General
James Vanaria's Fidelity Investments Experience November 2011 - April 2012
Job Special Education Teacher at Westwood Public School District
Industry Primary/Secondary Education
Experience
Westwood Public Schools June 2014 - Present
Westwood Public School District April 2012 - June 2014
Fidelity Investments November 2011 - April 2012
Skills
PowerPoint, Bloomberg, Analysis, Curriculum Design, Microsoft Office, Training, Quality Assurance, Microsoft Excel, SDLC, Access, Leadership, Data Analysis
Education
Bentley University 2006 — 2010
Bachelor's degree, Business Administration and Management
Westwood Public Schools June 2014 - Present
Westwood Public School District April 2012 - June 2014
Fidelity Investments November 2011 - April 2012
Skills
PowerPoint, Bloomberg, Analysis, Curriculum Design, Microsoft Office, Training, Quality Assurance, Microsoft Excel, SDLC, Access, Leadership, Data Analysis
Education
Bentley University 2006 — 2010
Bachelor's degree, Business Administration and Management
Doug Hartog's Fidelity Investments Experience March 2004 - September 2012
Job Senior Financial Analyst at VCE, the Virtual Computing Environment Company
Industry Computer Hardware
Experience
VCE, the Virtual Computing Environment Company April 2014 - Present
VCE, the Virtual Computing Environment Company November 2012 - Present
Fidelity Investments March 2004 - September 2012
Aberdeen Group, Inc. February 2000 - February 2004
St Elizabeth's Medical Center 1995 - 1999
Blue Cross Blue Shield of Massachusetts September 1991 - December 1995
Skills
Financial Reporting, Forecasting, Excel, Financial Analysis, Access, Process Improvement, Budgets, Financial Modeling, Strategic Planning, Finance, Management, Microsoft Excel, Strategic Financial..., Corporate Finance, Essbase, Project Management, Hyperion Enterprise
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Finance, General
VCE, the Virtual Computing Environment Company April 2014 - Present
VCE, the Virtual Computing Environment Company November 2012 - Present
Fidelity Investments March 2004 - September 2012
Aberdeen Group, Inc. February 2000 - February 2004
St Elizabeth's Medical Center 1995 - 1999
Blue Cross Blue Shield of Massachusetts September 1991 - December 1995
Skills
Financial Reporting, Forecasting, Excel, Financial Analysis, Access, Process Improvement, Budgets, Financial Modeling, Strategic Planning, Finance, Management, Microsoft Excel, Strategic Financial..., Corporate Finance, Essbase, Project Management, Hyperion Enterprise
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gail Scearbo Gail Scearbo's Fidelity Investments Experience September 2014 - Present
Job VP Global Service Delivery Program Manager
Industry Computer Software
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments May 2007 - Present
Deploy Solutions April 2003 - August 2006
Smarttime Software February 2001 - March 2003
Commercialware 1995 - 2001
American Student Assistance 1989 - 1995
Skills
IT Management, SaaS, PMP, Implementation..., Software Development..., Enterprise Software, Leadership, Professional Services, Process Improvement, Strategy, Program Management, Budgets, Business Requirements, CRM, Sales Process, Integration, PMO, Project Management, Management, Cross-functional Team..., Agile Project Management, Outsourcing, SDLC, Product Management, Agile Methodologies, Software Implementation, Software Project..., Business Analysis, Consulting, Enterprise Architecture, Requirements Analysis, Vendor Management, Project Portfolio...
Education
Bentley College 1992 — 1995
MBA, Business Communications
University of Massachusetts 1984 — 1988
Fidelity Investments September 2014 - Present
Fidelity Investments May 2007 - Present
Deploy Solutions April 2003 - August 2006
Smarttime Software February 2001 - March 2003
Commercialware 1995 - 2001
American Student Assistance 1989 - 1995
Skills
IT Management, SaaS, PMP, Implementation..., Software Development..., Enterprise Software, Leadership, Professional Services, Process Improvement, Strategy, Program Management, Budgets, Business Requirements, CRM, Sales Process, Integration, PMO, Project Management, Management, Cross-functional Team..., Agile Project Management, Outsourcing, SDLC, Product Management, Agile Methodologies, Software Implementation, Software Project..., Business Analysis, Consulting, Enterprise Architecture, Requirements Analysis, Vendor Management, Project Portfolio...
Education
Bentley College 1992 — 1995
MBA, Business Communications
University of Massachusetts 1984 — 1988
Glen Casey's Fidelity Investments Experience 1986 - 1994
Job Global Head of Products, Senior Vice President at American Century Investments
Industry Investment Management
Experience
American Century Investments July 2014 - Present
Goldman Sachs Asset Management February 1997 - July 2014
Cerulli Associates 1994 - 1997
Fidelity Investments 1986 - 1994
Skills
Hedge Funds, Alternative Investments, Equities, Mutual Funds, Fixed Income, Asset Management, Series 7, Investment Management, Asset Allocation, Capital Markets, Derivatives, Series 63, Investment Strategies, Private Equity, Structured Products, Portfolio Management, Investments, Emerging Markets, Investment Banking, Financial Services, Wealth Management
Education
Boston College 1989 — 1992
Master's degree, Finance, General
Bentley College 1982 — 1986
Bachelor's degree, Accounting
American Century Investments July 2014 - Present
Goldman Sachs Asset Management February 1997 - July 2014
Cerulli Associates 1994 - 1997
Fidelity Investments 1986 - 1994
Skills
Hedge Funds, Alternative Investments, Equities, Mutual Funds, Fixed Income, Asset Management, Series 7, Investment Management, Asset Allocation, Capital Markets, Derivatives, Series 63, Investment Strategies, Private Equity, Structured Products, Portfolio Management, Investments, Emerging Markets, Investment Banking, Financial Services, Wealth Management
Education
Boston College 1989 — 1992
Master's degree, Finance, General
Bentley College 1982 — 1986
Bachelor's degree, Accounting
Gerald Celano's Fidelity Investments Experience
Job V.P. Institutional Equity Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Series 63, Electronic Trading, Equities, Series 24, Series 7, Bloomberg, FINRA, Mutual Funds, Investments, Equity Trading, Securities, Capital Markets, Hedge Funds, Trading Systems, ETFs, Financial Services, Fixed Income, Trading, Options, Asset Management
Education
Bentley University
Fidelity Investments
Skills
Series 63, Electronic Trading, Equities, Series 24, Series 7, Bloomberg, FINRA, Mutual Funds, Investments, Equity Trading, Securities, Capital Markets, Hedge Funds, Trading Systems, ETFs, Financial Services, Fixed Income, Trading, Options, Asset Management
Education
Bentley University
Greg Mahar's Fidelity Investments Experience June 2012 - December 2012
Job Fixed Income Pricing Analyst at GMO
Industry Financial Services
Experience
GMO August 2015 - Present
Citi Hedge Fund Services November 2013 - Present
The Brattle Group September 2013 - November 2013
Fidelity Investments June 2012 - December 2012
3M December 2011 - January 2012
Education
Bentley University 2009 — 2013
Economics & Finance, Cum Laude
The University of Manchester 2012 — 2012
GMO August 2015 - Present
Citi Hedge Fund Services November 2013 - Present
The Brattle Group September 2013 - November 2013
Fidelity Investments June 2012 - December 2012
3M December 2011 - January 2012
Education
Bentley University 2009 — 2013
Economics & Finance, Cum Laude
The University of Manchester 2012 — 2012
Elizabeth Clavell's Fidelity Investments Experience 1987 - 2008
Job Manager, Financial Analysis & Business Processes at Boston College
Industry Higher Education
Experience
Boston College 2012 - Present
Veritude LLC, assigned to J. Robert Scott 2009 - 2010
Devonshire Investors 2000 - 2008
Fidelity Investments 1987 - 2008
Fidelity Technologies, Fidelity Investments 1996 - 1999
Fidelity Investments Institutional Services 1994 - 1996
Fidelity Properties 1987 - 1994
Colgate Palmolive, The Kendall Company 1985 - 1987
Massachusetts Society for the Prevention of Cruelty to Children 1980 - 1984
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Management Accounting, Financial Accounting, Budget Process, Forecasting, Operational Cost..., Variance Analysis, Cash Flow Forecasting, Due Diligence, Monthly Closing, Year-end Close, ERP, Executive Reporting, QuickBooks, Capital Budgeting, Business Valuation, Hyperion Planning, Oracle Applications, Essbase, Revenue Recognition, Business Process, PeopleSoft, Visio, Accounting
Education
Boston College
BS, Accounting
Bentley University
MS, Finance
Mount Saint Joseph Academy
High School
Boston College 2012 - Present
Veritude LLC, assigned to J. Robert Scott 2009 - 2010
Devonshire Investors 2000 - 2008
Fidelity Investments 1987 - 2008
Fidelity Technologies, Fidelity Investments 1996 - 1999
Fidelity Investments Institutional Services 1994 - 1996
Fidelity Properties 1987 - 1994
Colgate Palmolive, The Kendall Company 1985 - 1987
Massachusetts Society for the Prevention of Cruelty to Children 1980 - 1984
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Management Accounting, Financial Accounting, Budget Process, Forecasting, Operational Cost..., Variance Analysis, Cash Flow Forecasting, Due Diligence, Monthly Closing, Year-end Close, ERP, Executive Reporting, QuickBooks, Capital Budgeting, Business Valuation, Hyperion Planning, Oracle Applications, Essbase, Revenue Recognition, Business Process, PeopleSoft, Visio, Accounting
Education
Boston College
BS, Accounting
Bentley University
MS, Finance
Mount Saint Joseph Academy
High School
Jonathan Silva's Fidelity Investments Experience March 2008 - August 2009
Job Principal Financial Analyst at Boston Scientific
Industry Financial Services
Experience
Boston Scientific July 2015 - Present
Boston Scientific July 2013 - July 2015
Sunovion Pharmaceuticals Inc. October 2012 - January 2013
Atmospheric & Environmental Research, Inc. April 2011 - October 2012
Raytheon August 2009 - April 2011
Fidelity Investments March 2008 - August 2009
Fidelity Investments August 2007 - March 2008
Fidelity Investments June 2006 - August 2007
Fidelity Investments 2001 - 2003
Skills
Microsoft Office, Essbase, Hyperion, SAP BW, SAP, COBRA, Earned Value Management, Financial Analysis, Excel, Budgeting, PowerPoint, Word, Financial Reporting, Outlook, Forecasting, MS Project, Government Contracting, ITAR, DoD
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MBA, Finanace
Bentley University 2000 — 2004
BS, Corporate Finance and Accounting
Chelmsford High School 1996 — 2000
Boston Scientific July 2015 - Present
Boston Scientific July 2013 - July 2015
Sunovion Pharmaceuticals Inc. October 2012 - January 2013
Atmospheric & Environmental Research, Inc. April 2011 - October 2012
Raytheon August 2009 - April 2011
Fidelity Investments March 2008 - August 2009
Fidelity Investments August 2007 - March 2008
Fidelity Investments June 2006 - August 2007
Fidelity Investments 2001 - 2003
Skills
Microsoft Office, Essbase, Hyperion, SAP BW, SAP, COBRA, Earned Value Management, Financial Analysis, Excel, Budgeting, PowerPoint, Word, Financial Reporting, Outlook, Forecasting, MS Project, Government Contracting, ITAR, DoD
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MBA, Finanace
Bentley University 2000 — 2004
BS, Corporate Finance and Accounting
Chelmsford High School 1996 — 2000
Jake Donovan's Fidelity Investments Experience 2007 - 2007
Job Systems Report Analyst
Industry Information Technology and Services
Experience
New England Baptist Hospital April 2015 - Present
The Colony Group 2013 - 2014
State Street 2012 - 2013
JP Morgan 2008 - 2011
Fidelity Investments 2007 - 2007
Fidelity Investments 2007 - 2007
Skills
Tax, Bloomberg, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Investments, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Alternative Investments, Securities, Valuation, Portfolio Management, Microsoft Excel, Asset Management, Asset Allocation, Forecasting
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
New England Baptist Hospital April 2015 - Present
The Colony Group 2013 - 2014
State Street 2012 - 2013
JP Morgan 2008 - 2011
Fidelity Investments 2007 - 2007
Fidelity Investments 2007 - 2007
Skills
Tax, Bloomberg, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Investments, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Alternative Investments, Securities, Valuation, Portfolio Management, Microsoft Excel, Asset Management, Asset Allocation, Forecasting
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
Gregory Bryant, PRP's Fidelity Investments Experience October 1996 - March 2006
Job Client Relationship Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Client Relationship Manager - 401
Fidelity Investments October 1996 - March 2006
Skills
401k, Defined Benefit, Series 7, FINRA, Retirement, ERISA, Profit Sharing, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Retirement Services, Client Service, Deferred Compensation, Financial Advisory, Investments, Series 63, Series 6, Wealth Management, Plan Administration, Series 66, Asset Management, Financial Planning, Employee Benefits, Client Services, Plan Design, Retirement Plan...
Education
Bentley University
Clark University
Morgan Stanley Client Relationship Manager - 401
Fidelity Investments October 1996 - March 2006
Skills
401k, Defined Benefit, Series 7, FINRA, Retirement, ERISA, Profit Sharing, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Retirement Services, Client Service, Deferred Compensation, Financial Advisory, Investments, Series 63, Series 6, Wealth Management, Plan Administration, Series 66, Asset Management, Financial Planning, Employee Benefits, Client Services, Plan Design, Retirement Plan...
Education
Bentley University
Clark University
Joe Grieco's Fidelity Investments Experience 2002 - 2008
Job Strategic Alliance Sales Manager
Industry Computer Software
Experience
Benefitfocus 2015 - Present
G & G Consulting 2012 - 2015
Aon Hewitt 2011 - 2012
Xerox 2009 - 2011
Fidelity Investments 2002 - 2008
USI Consulting Group 2001 - 2002
State Street 1997 - 2001
Fidelity Investments 1993 - 1996
Fidelity Investments 1990 - 1993
Aetna 1988 - 1990
Skills
CRM, Employee Benefits, Outsourcing, Strategy, Benefits Administration, Human Resources, Management, Program Management, HRIS, Defined Benefit, Risk Management, New Business Development, Business Development, Project Management, Program Implementation, Qualified Retirement..., Non-Qualified Deferred..., Relationship Management, Defined Contribution, Health & Welfare..., Pension Administration, Salesforce.com, 401k, Sales, Strategic Planning, HRO, Sales Management
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Business Management
Benefitfocus 2015 - Present
G & G Consulting 2012 - 2015
Aon Hewitt 2011 - 2012
Xerox 2009 - 2011
Fidelity Investments 2002 - 2008
USI Consulting Group 2001 - 2002
State Street 1997 - 2001
Fidelity Investments 1993 - 1996
Fidelity Investments 1990 - 1993
Aetna 1988 - 1990
Skills
CRM, Employee Benefits, Outsourcing, Strategy, Benefits Administration, Human Resources, Management, Program Management, HRIS, Defined Benefit, Risk Management, New Business Development, Business Development, Project Management, Program Implementation, Qualified Retirement..., Non-Qualified Deferred..., Relationship Management, Defined Contribution, Health & Welfare..., Pension Administration, Salesforce.com, 401k, Sales, Strategic Planning, HRO, Sales Management
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Business Management
Jessica Pica, CFSA, CRMA Jessica Pica, CFSA, CRMA's Fidelity Investments Experience September 2011 - February 2012
Job Manager, Governance Risk & Compliance
Industry Information Technology and Services
Experience
EMC March 2015 - Present
Beautycounter June 2015 - Present
EMC February 2012 - Present
EMC August 2014 - March 2015
Fidelity Investments September 2011 - February 2012
Manulife Financial May 2010 - September 2011
Manulife Financial June 2008 - May 2010
Manulife Financial May 2005 - June 2008
Skills
SOX, Internal Audit, Internal Controls, Risk Assessment, Risk, Audit, Auditing, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Finance, Financial Services, Insurance, Analysis, Budgets, Management, Risk Management, Process Improvement
Education
Clark University 2013 — 2016
Master's Degree, Accounting
Bentley University 2002 — 2005
Bachelor of Science, Finance
The University of Connecticut 2001 — 2002
Management, Economics
EMC March 2015 - Present
Beautycounter June 2015 - Present
EMC February 2012 - Present
EMC August 2014 - March 2015
Fidelity Investments September 2011 - February 2012
Manulife Financial May 2010 - September 2011
Manulife Financial June 2008 - May 2010
Manulife Financial May 2005 - June 2008
Skills
SOX, Internal Audit, Internal Controls, Risk Assessment, Risk, Audit, Auditing, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Finance, Financial Services, Insurance, Analysis, Budgets, Management, Risk Management, Process Improvement
Education
Clark University 2013 — 2016
Master's Degree, Accounting
Bentley University 2002 — 2005
Bachelor of Science, Finance
The University of Connecticut 2001 — 2002
Management, Economics
John Gouzoules's Fidelity Investments Experience June 1996 - March 1999
Job Product Manager, NaviNet Open Platform at NaviNet
Industry Computer Software
Experience
NaviNet December 2013 - Present
SS&C PORTIA (Formerly Thomson Reuters) February 2005 - December 2013
PNC July 2000 - January 2005
Arthur D. Little March 1999 - June 2000
Fidelity Investments June 1996 - March 1999
Skills
Agile Project Management, Business Analysis, User Experience, Product Management, SDLC, Project Management, Product Development, Program Management, Portfolio Management, Software Development, Investment Management, User Experience Design, Derivatives, Product Marketing, Agile Methodologies, Product Design, Market Research, Mutual Funds, Product Requirements, Functional..., Market Data, Analysis, Databases, Corporate Actions, Requirements Gathering, Go-to-market Strategy, User Research, BPO, Healthcare Information..., Productization, SaaS, Big Data, Enterprise Software
Education
Bentley University 1992 — 1996
NaviNet December 2013 - Present
SS&C PORTIA (Formerly Thomson Reuters) February 2005 - December 2013
PNC July 2000 - January 2005
Arthur D. Little March 1999 - June 2000
Fidelity Investments June 1996 - March 1999
Skills
Agile Project Management, Business Analysis, User Experience, Product Management, SDLC, Project Management, Product Development, Program Management, Portfolio Management, Software Development, Investment Management, User Experience Design, Derivatives, Product Marketing, Agile Methodologies, Product Design, Market Research, Mutual Funds, Product Requirements, Functional..., Market Data, Analysis, Databases, Corporate Actions, Requirements Gathering, Go-to-market Strategy, User Research, BPO, Healthcare Information..., Productization, SaaS, Big Data, Enterprise Software
Education
Bentley University 1992 — 1996
Jennifer Disinger's Fidelity Investments Experience 2006 - 2009
Job Experienced project management professional with extensive experience in event planning and customer service
Industry Financial Services
Experience
Hounds & Hooves Pet Services September 2010 - Present
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 2000 - 2000
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Skills
Marketing Communications, CRM, Marketing, Management, Training, Strategic Planning, Leadership, Financial Services, Advertising, Marketing Strategy, Project Management
Education
Bentley University
Associates, Business Administration
Bentley University
Bachelor, Marketing
Hounds & Hooves Pet Services September 2010 - Present
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 2000 - 2000
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Skills
Marketing Communications, CRM, Marketing, Management, Training, Strategic Planning, Leadership, Financial Services, Advertising, Marketing Strategy, Project Management
Education
Bentley University
Associates, Business Administration
Bentley University
Bachelor, Marketing
Jerry Wheelock Jerry Wheelock's Fidelity Investments Experience June 1998 - December 2012
Job SalesForce.com implementation Lead at BEST Corp. Hospitality Training Center
Industry Information Technology and Services
Experience
BEST Corp. - Hospitality Training Center February 2013 - Present
Independent projects January 2013 - Present
Fidelity Investments June 1998 - December 2012
Corporate Software 1996 - 1998
Stream International 1995 - 1996
Morgan Memorial Goodwill Industries 1984 - 1995
Morgan Memorial Goodwill Industries 1982 - 1984
Skills
User Acceptance Testing, Wise Packaging Studio, Office 2010, SCCM, Resourceful..., Organized Multi-tasker, Security Patch..., Windows 7, Enterprise Software, Disaster Recovery, Requirements Analysis, Databases, Virtualization, Security, Visio, SDLC, Access, XP, Altiris, Software Installation, VMware, Networking, Agile Methodologies, System Deployment, Microsoft Exchange, Cross-functional Team..., Windows Server, Technical Support, SharePoint, Infrastructure, Servers, Vendor Management, Unix, Analysis, Leadership, Active Directory, Enterprise Architecture, Requirements Gathering, Release Management, IT Strategy, Data Center, IIS, IT Operations, Software Documentation, Information Technology, DNS, System Administration, Information Security
Education
Bentley University
MA, Computer Science
University of Wisconsin-Stout
MS, Vocational Rehabilitation
Williams College
BA, Art History
BEST Corp. - Hospitality Training Center February 2013 - Present
Independent projects January 2013 - Present
Fidelity Investments June 1998 - December 2012
Corporate Software 1996 - 1998
Stream International 1995 - 1996
Morgan Memorial Goodwill Industries 1984 - 1995
Morgan Memorial Goodwill Industries 1982 - 1984
Skills
User Acceptance Testing, Wise Packaging Studio, Office 2010, SCCM, Resourceful..., Organized Multi-tasker, Security Patch..., Windows 7, Enterprise Software, Disaster Recovery, Requirements Analysis, Databases, Virtualization, Security, Visio, SDLC, Access, XP, Altiris, Software Installation, VMware, Networking, Agile Methodologies, System Deployment, Microsoft Exchange, Cross-functional Team..., Windows Server, Technical Support, SharePoint, Infrastructure, Servers, Vendor Management, Unix, Analysis, Leadership, Active Directory, Enterprise Architecture, Requirements Gathering, Release Management, IT Strategy, Data Center, IIS, IT Operations, Software Documentation, Information Technology, DNS, System Administration, Information Security
Education
Bentley University
MA, Computer Science
University of Wisconsin-Stout
MS, Vocational Rehabilitation
Williams College
BA, Art History
Diane Wilbur Diane Wilbur's Fidelity Investments Experience 2008 - 2011
Job Executive Coach & Leadership Consultant
Industry Human Resources
Experience
Impact Performance Group January 2013 - Present
Personal Brand Solutions 2012 - Present
Fidelity Investments 2008 - 2011
Fidelity Investments 2000 - 2007
Blue Chip Financial Advisors LLP 1998 - 2000
Corrigan Financial, Inc. 1996 - 1997
Ernst & Young 1995 - 1996
SEALCorp Australia 1994 - 1994
BankBoston 1992 - 1993
Ernst & Young 1990 - 1992
Skills
Performance Management, Leadership Training &..., Personal Brand..., Executive Coaching, Talent Management, Employee Engagement, Succession Planning, Organizational..., Team Building, Sales Management &..., 401k, Mutual Funds, Process Improvement, Training, Human Resources, Strategy, Leadership, MBTI, Leadership Development, Management
Education
Bentley College 1991 — 1993
Masters of Science in Business Administration
Bryant University 1984 — 1988
Bachelors of Science in Business Administration
Impact Performance Group January 2013 - Present
Personal Brand Solutions 2012 - Present
Fidelity Investments 2008 - 2011
Fidelity Investments 2000 - 2007
Blue Chip Financial Advisors LLP 1998 - 2000
Corrigan Financial, Inc. 1996 - 1997
Ernst & Young 1995 - 1996
SEALCorp Australia 1994 - 1994
BankBoston 1992 - 1993
Ernst & Young 1990 - 1992
Skills
Performance Management, Leadership Training &..., Personal Brand..., Executive Coaching, Talent Management, Employee Engagement, Succession Planning, Organizational..., Team Building, Sales Management &..., 401k, Mutual Funds, Process Improvement, Training, Human Resources, Strategy, Leadership, MBTI, Leadership Development, Management
Education
Bentley College 1991 — 1993
Masters of Science in Business Administration
Bryant University 1984 — 1988
Bachelors of Science in Business Administration
Jim Sheehy's Fidelity Investments Experience December 2006 - September 2010
Job CompleteCase
Industry Legal Services
Experience
CompleteCase.com April 2015 - Present
Santander Bank, N.A. June 2013 - October 2014
Merrill Edge January 2012 - June 2013
Mutual of Omaha April 2011 - December 2011
Fidelity Investments December 2006 - September 2010
FIDELITY INVESTMENTS WORKPLACE INVESTING December 2006 - September 2010
Lifestyle Portraits October 2001 - March 2006
LIFESTYLE PORTRAITS, INC January 2001 - January 2006
TELECOMM SOLUTIONS GROUP January 2000 - January 2001
FREEMAN WELWOOD January 1999 - January 2000
Skills
Retirement Planning, Business Planning, Defensive Planning, Insurance, Retirement, Small Business, 401k, Coaching, Sales Management, Team Building, New Business Development, Fixed Annuities, Marketing Strategy, Investments, Sales, Disability Insurance, Mutual Funds, Life Insurance
Education
Bentley University 1989 — 1993
Bachelor of Arts, English
Bentley University 1989 — 1993
BA, English Language and Literature/Letters
Lexington High School 1986 — 1989
H.S. Diploma, Regular/General High School/Secondary Diploma Program
CompleteCase.com April 2015 - Present
Santander Bank, N.A. June 2013 - October 2014
Merrill Edge January 2012 - June 2013
Mutual of Omaha April 2011 - December 2011
Fidelity Investments December 2006 - September 2010
FIDELITY INVESTMENTS WORKPLACE INVESTING December 2006 - September 2010
Lifestyle Portraits October 2001 - March 2006
LIFESTYLE PORTRAITS, INC January 2001 - January 2006
TELECOMM SOLUTIONS GROUP January 2000 - January 2001
FREEMAN WELWOOD January 1999 - January 2000
Skills
Retirement Planning, Business Planning, Defensive Planning, Insurance, Retirement, Small Business, 401k, Coaching, Sales Management, Team Building, New Business Development, Fixed Annuities, Marketing Strategy, Investments, Sales, Disability Insurance, Mutual Funds, Life Insurance
Education
Bentley University 1989 — 1993
Bachelor of Arts, English
Bentley University 1989 — 1993
BA, English Language and Literature/Letters
Lexington High School 1986 — 1989
H.S. Diploma, Regular/General High School/Secondary Diploma Program
Fred Bates Fred Bates's Fidelity Investments Experience November 2014 - Present
Job Director, Talent Management at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments November 2014 - Present
Reebok International LTD January 2007 - November 2014
GTECH Corporation 2001 - 2006
Citizens Bank 1999 - 2001
Skills
Performance Management, Leadership Development, Succession Planning, Talent Management, Organizational..., Employee Engagement, Talent Acquisition, Employee Relations, Workforce Planning, Change Management, Onboarding, Executive Coaching, Human Resources, HRIS, Vendor Management, Management, Personnel Management, Deferred Compensation, Organizational Design, Organizational..., HR Consulting, HR Policies, Recruiting, Applicant Tracking..., Sourcing, Kicking Ass
Education
Bentley University
Professional Certification, Human Resources Management
Central Connecticut State University
BS, Communications
Fidelity Investments November 2014 - Present
Reebok International LTD January 2007 - November 2014
GTECH Corporation 2001 - 2006
Citizens Bank 1999 - 2001
Skills
Performance Management, Leadership Development, Succession Planning, Talent Management, Organizational..., Employee Engagement, Talent Acquisition, Employee Relations, Workforce Planning, Change Management, Onboarding, Executive Coaching, Human Resources, HRIS, Vendor Management, Management, Personnel Management, Deferred Compensation, Organizational Design, Organizational..., HR Consulting, HR Policies, Recruiting, Applicant Tracking..., Sourcing, Kicking Ass
Education
Bentley University
Professional Certification, Human Resources Management
Central Connecticut State University
BS, Communications
Germain Seac's Fidelity Investments Experience August 2006 - December 2008
Job Senior Sofware Engineer at MITRE
Industry Computer Software
Experience
MITRE January 2011 - Present
Bottomline Technologies January 2009 - January 2011
Fidelity Investments August 2006 - December 2008
Liberty Mutual October 2004 - May 2005
Fidelity Investments August 2000 - December 2002
State Street Bank 1998 - 2000
Education
Boston University 1998 — 2002
MS, Computer Information Systems
Bentley University 1989 — 1991
BS, Accounting
MITRE January 2011 - Present
Bottomline Technologies January 2009 - January 2011
Fidelity Investments August 2006 - December 2008
Liberty Mutual October 2004 - May 2005
Fidelity Investments August 2000 - December 2002
State Street Bank 1998 - 2000
Education
Boston University 1998 — 2002
MS, Computer Information Systems
Bentley University 1989 — 1991
BS, Accounting
James Petersen III's Fidelity Investments Experience May 2013 - September 2013
Job Head Coach Suffolk University XC, Bentley University Triathlon & Nor'easter Triathlon and Commissioner of the NECTC
Industry Sports
Experience
Suffolk University August 2015 - Present
Bentley University August 2014 - Present
USA Triathlon September 2014 - Present
Nor'easter Triathlon January 2014 - Present
CIS Sandbox Lab at Bentley University January 2012 - Present
Liberty Mutual Insurance 2014 - September 2015
Fidelity Investments May 2013 - September 2013
Tzolkin Corporation May 2012 - September 2012
Skills
Triathlon, Draft Legal Triathlon, College Recruiting, College Triathlon, Budget Management, Swimming, Cycling, Running, Sponsorship Management, Travel Management, Journalism, Conference Management, Website Development, Sports Photography, SQL, Java, Marketing, Sports Coaching
Education
Bentley University 2010 — 2014
Bachelor’s Degree, Computer Information Systems
Suffolk University August 2015 - Present
Bentley University August 2014 - Present
USA Triathlon September 2014 - Present
Nor'easter Triathlon January 2014 - Present
CIS Sandbox Lab at Bentley University January 2012 - Present
Liberty Mutual Insurance 2014 - September 2015
Fidelity Investments May 2013 - September 2013
Tzolkin Corporation May 2012 - September 2012
Skills
Triathlon, Draft Legal Triathlon, College Recruiting, College Triathlon, Budget Management, Swimming, Cycling, Running, Sponsorship Management, Travel Management, Journalism, Conference Management, Website Development, Sports Photography, SQL, Java, Marketing, Sports Coaching
Education
Bentley University 2010 — 2014
Bachelor’s Degree, Computer Information Systems
Jenna Amato's Fidelity Investments Experience June 2015 - Present
Job Corporate Treasury Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Cabot Corporation May 2014 - April 2015
- May 2013 - August 2013
Skillsoft April 2012 - August 2012
Summer Village at the Pond April 2010 - October 2011
Skills
Accounting, Microsoft Word, Financial Accounting, Microsoft Excel, PowerPoint, Salesforce.com, Leadership, JD Edwards, Clarity, Lotus Notes, Clarity FSR, Oracle Financials, Time Management, Teamwork, Social Media, Public Speaking, Microsoft Office, Financial Analysis, Finance, Customer Service
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
John Cabot University
Westford Academy 2008 — 2012
Fidelity Investments June 2015 - Present
Cabot Corporation May 2014 - April 2015
- May 2013 - August 2013
Skillsoft April 2012 - August 2012
Summer Village at the Pond April 2010 - October 2011
Skills
Accounting, Microsoft Word, Financial Accounting, Microsoft Excel, PowerPoint, Salesforce.com, Leadership, JD Edwards, Clarity, Lotus Notes, Clarity FSR, Oracle Financials, Time Management, Teamwork, Social Media, Public Speaking, Microsoft Office, Financial Analysis, Finance, Customer Service
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
John Cabot University
Westford Academy 2008 — 2012
Eric Bouchard's Fidelity Investments Experience July 2010 - June 2012
Job Director, Fixed Income Sales at Commonwealth Bank of Australia
Industry Capital Markets
Experience
Commonwealth Bank June 2012 - Present
Fidelity Investments July 2010 - June 2012
Bentley University September 2009 - May 2010
Fairchild Semiconductor May 2009 - September 2009
Merrill Lynch June 2008 - May 2009
Skills
Bloomberg, Bloomberg Terminal, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Trading, Valuation
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics & Finance
Commonwealth Bank June 2012 - Present
Fidelity Investments July 2010 - June 2012
Bentley University September 2009 - May 2010
Fairchild Semiconductor May 2009 - September 2009
Merrill Lynch June 2008 - May 2009
Skills
Bloomberg, Bloomberg Terminal, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Trading, Valuation
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics & Finance
Jack Donovan's Fidelity Investments Experience May 2014 - August 2014
Job Portfolio Data Analyst at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners June 2015 - Present
Fidelity Investments May 2014 - August 2014
The Haven Country Club May 2014 - July 2014
Fidelity Investments May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Accounting, Corporate Finance, Customer Service, Public Speaking, Outlook, Teamwork, Leadership, Investments
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Corporate Finance & Accounting
Worcester Academy 2009 — 2011
HarbourVest Partners June 2015 - Present
Fidelity Investments May 2014 - August 2014
The Haven Country Club May 2014 - July 2014
Fidelity Investments May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Accounting, Corporate Finance, Customer Service, Public Speaking, Outlook, Teamwork, Leadership, Investments
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Corporate Finance & Accounting
Worcester Academy 2009 — 2011
Greg Kish's Fidelity Investments Experience March 2005 - October 2008
Job Finance Professional
Industry Pharmaceuticals
Experience
EMD Serono, Inc. June 2013 - Present
Boston Scientific October 2008 - May 2013
Fidelity Investments March 2005 - October 2008
Workscape March 2000 - March 2005
Lotus Development March 1998 - March 2000
Xerox March 1996 - March 1998
Skills
Business Strategy, Process Improvement, Financial Analysis, Financial Modeling, Hyperion Enterprise, Finance, Management, Budgets, Cross-functional Team..., Business Analysis, Forecasting, Essbase, Sarbanes-Oxley Act, Strategic Financial...
Education
Bentley University
Boston College - Wallace E. Carroll Graduate School of Management
MBA
EMD Serono, Inc. June 2013 - Present
Boston Scientific October 2008 - May 2013
Fidelity Investments March 2005 - October 2008
Workscape March 2000 - March 2005
Lotus Development March 1998 - March 2000
Xerox March 1996 - March 1998
Skills
Business Strategy, Process Improvement, Financial Analysis, Financial Modeling, Hyperion Enterprise, Finance, Management, Budgets, Cross-functional Team..., Business Analysis, Forecasting, Essbase, Sarbanes-Oxley Act, Strategic Financial...
Education
Bentley University
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Gautam Sawant's Fidelity Investments Experience June 2014 - Present
Job Corporate Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
BAE Systems May 2013 - August 2013
Preston Todd Advisors May 2012 - August 2012
Options Group June 2011 - August 2011
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Factset, Discovery, Access, Microsoft Excel, CRM, Public Speaking, Financial Modeling
Education
Bentley University 2010 — 2014
Bachelors, Economics & Finance
Coral reef senior high
Fidelity Investments June 2014 - Present
BAE Systems May 2013 - August 2013
Preston Todd Advisors May 2012 - August 2012
Options Group June 2011 - August 2011
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Factset, Discovery, Access, Microsoft Excel, CRM, Public Speaking, Financial Modeling
Education
Bentley University 2010 — 2014
Bachelors, Economics & Finance
Coral reef senior high
Garrett McNeill's Fidelity Investments Experience March 2015 - Present
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
FactSet September 2014 - March 2015
FactSet February 2013 - March 2015
Bentley University December 2010 - December 2012
Natixis Global Asset Management May 2012 - August 2012
Natixis Global Associates May 2011 - September 2011
Skills
Investments, Financial Analysis, Microsoft Word, Microsoft Office, FactSet, Microsoft Excel, PowerPoint, Financial Reporting, Finance, Investment Banking, Investment Strategies, Mutual Funds, Project Management, Research, Securities
Education
Bentley University 2009 — 2012
Bachelor of Science, Major: Corporate Finance and Accounting
Lynnfield High
Lynnfield High
Fidelity Investments March 2015 - Present
FactSet September 2014 - March 2015
FactSet February 2013 - March 2015
Bentley University December 2010 - December 2012
Natixis Global Asset Management May 2012 - August 2012
Natixis Global Associates May 2011 - September 2011
Skills
Investments, Financial Analysis, Microsoft Word, Microsoft Office, FactSet, Microsoft Excel, PowerPoint, Financial Reporting, Finance, Investment Banking, Investment Strategies, Mutual Funds, Project Management, Research, Securities
Education
Bentley University 2009 — 2012
Bachelor of Science, Major: Corporate Finance and Accounting
Lynnfield High
Lynnfield High
Jillian Trask, PMP's Fidelity Investments Experience May 2003 - August 2003
Job IT Program Manager, Mergers & Acquisitions at Dell
Industry Information Technology and Services
Experience
Dell January 2015 - Present
Dell May 2014 - January 2015
Dell January 2013 - May 2014
Dell March 2011 - January 2013
PricewaterhouseCoopers July 2010 - March 2011
PricewaterhouseCoopers August 2007 - July 2010
PricewaterhouseCoopers August 2004 - August 2007
Guardium, Inc. September 2003 - July 2004
Bentley College September 2001 - September 2003
Fidelity Investments May 2003 - August 2003
Skills
Project Management, Project Portfolio..., PMO, PMBOK, SDLC, MS Project, Business Process..., Business Transformation, Due Diligence, Carve-outs, Acquisitions, Mergers, Acquisition Integration, Enterprise Systems..., Business Analysis, Data Center, Help Desk Support, Remedy Ticketing System, Sarbanes-Oxley Act, IT Audit, Internal Controls, Internal Audit, IT Operations, ITIL, Process Improvement, Mergers & Acquisitions, IT Strategy, Analysis, Managerial Finance, Quality Assurance
Education
Bentley University 2000 — 2004
B.S., Computer Information Systems
Dell January 2015 - Present
Dell May 2014 - January 2015
Dell January 2013 - May 2014
Dell March 2011 - January 2013
PricewaterhouseCoopers July 2010 - March 2011
PricewaterhouseCoopers August 2007 - July 2010
PricewaterhouseCoopers August 2004 - August 2007
Guardium, Inc. September 2003 - July 2004
Bentley College September 2001 - September 2003
Fidelity Investments May 2003 - August 2003
Skills
Project Management, Project Portfolio..., PMO, PMBOK, SDLC, MS Project, Business Process..., Business Transformation, Due Diligence, Carve-outs, Acquisitions, Mergers, Acquisition Integration, Enterprise Systems..., Business Analysis, Data Center, Help Desk Support, Remedy Ticketing System, Sarbanes-Oxley Act, IT Audit, Internal Controls, Internal Audit, IT Operations, ITIL, Process Improvement, Mergers & Acquisitions, IT Strategy, Analysis, Managerial Finance, Quality Assurance
Education
Bentley University 2000 — 2004
B.S., Computer Information Systems
Grace Bell Shafer, CPM's Fidelity Investments Experience July 2006 - December 2008
Job Sr. Product Manager at Philips Healthcare
Industry Marketing and Advertising
Experience
Philips Healthcare July 2014 - Present
Philips Healthcare November 2012 - July 2014
Philips Healthcare February 2011 - November 2012
Bentley University September 2009 - September 2010
Epsilon 2010 - 2010
Philips May 2009 - August 2009
Fidelity Investments July 2006 - December 2008
Fidelity Investments June 2005 - July 2006
Skills
Business Analysis, Market Research, Analytics, Analysis, Budgets, Strategy, Pricing Strategy, Cross-functional Team..., Pricing, Leadership, Financial Modeling, Financial Analysis, Team Leadership, Competitive Analysis, Finance, Management, Process Improvement
Education
Bentley University
MBA, Quantitative Methods in Business Decisions and Information Technology
Bentley University 2002 — 2005
B.S., Economics -Finance
Westford Academy 1997 — 2001
Philips Healthcare July 2014 - Present
Philips Healthcare November 2012 - July 2014
Philips Healthcare February 2011 - November 2012
Bentley University September 2009 - September 2010
Epsilon 2010 - 2010
Philips May 2009 - August 2009
Fidelity Investments July 2006 - December 2008
Fidelity Investments June 2005 - July 2006
Skills
Business Analysis, Market Research, Analytics, Analysis, Budgets, Strategy, Pricing Strategy, Cross-functional Team..., Pricing, Leadership, Financial Modeling, Financial Analysis, Team Leadership, Competitive Analysis, Finance, Management, Process Improvement
Education
Bentley University
MBA, Quantitative Methods in Business Decisions and Information Technology
Bentley University 2002 — 2005
B.S., Economics -Finance
Westford Academy 1997 — 2001
Gina Gillen's Fidelity Investments Experience March 1996 - January 2002
Job Network Marketing Professional with Isagenix
Industry Consumer Goods
Experience
Gurnet Consulting March 2015 - Present
Isagenix February 2013 - Present
Independent Tastefully Simple Consultant June 2003 - January 2013
Fidelity Investments March 1996 - January 2002
Skills
Team Building, Excel, Customer Relations, Team Leadership, Problem Solving, Coaching, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Marketing, Sales, Strategic Planning, Leadership Development, Leadership, Management, Public Speaking
Education
Bentley University 1989 — 1993
BS, Economics/Finance
Gurnet Consulting March 2015 - Present
Isagenix February 2013 - Present
Independent Tastefully Simple Consultant June 2003 - January 2013
Fidelity Investments March 1996 - January 2002
Skills
Team Building, Excel, Customer Relations, Team Leadership, Problem Solving, Coaching, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Marketing, Sales, Strategic Planning, Leadership Development, Leadership, Management, Public Speaking
Education
Bentley University 1989 — 1993
BS, Economics/Finance
Eileen McHale Eileen McHale's Fidelity Investments Experience April 2007 - February 2009
Job Emergency Room Nursing Fellow at WinthropUniversity Hospital
Industry Hospital & Health Care
Experience
Winthrop-University Hospital September 2013 - Present
NYU Accelerated Nursing Program September 2011 - January 2013
Fidelity Investments April 2007 - February 2009
Fidelity Investments April 2004 - April 2007
State Street Bank June 2001 - April 2004
STATE STREET CORPORATION January 2001 - January 2004
State Street Corporation January 2001 - January 2002
Skills
Phi Beta Kappa, Excellent Customer..., Ability to muli-task, Leadership qualities, Team Oriented, Recognized for ability..., Team-oriented, Leadership, Financial Services, Trading, Equities, Corporate Actions, Nursing, Process Improvement, Customer Service, IV Certified, Community Outreach, ACLS, BLS
Education
New York University 2011 — 2012
Bachelor's degree, Registered Nursing/Registered Nurse, 3.67/4.0
Kingsborough Community College 2009 — 2010
Nursing Pre-requisites
Bentley University 1997 — 2001
Finance
Winthrop-University Hospital September 2013 - Present
NYU Accelerated Nursing Program September 2011 - January 2013
Fidelity Investments April 2007 - February 2009
Fidelity Investments April 2004 - April 2007
State Street Bank June 2001 - April 2004
STATE STREET CORPORATION January 2001 - January 2004
State Street Corporation January 2001 - January 2002
Skills
Phi Beta Kappa, Excellent Customer..., Ability to muli-task, Leadership qualities, Team Oriented, Recognized for ability..., Team-oriented, Leadership, Financial Services, Trading, Equities, Corporate Actions, Nursing, Process Improvement, Customer Service, IV Certified, Community Outreach, ACLS, BLS
Education
New York University 2011 — 2012
Bachelor's degree, Registered Nursing/Registered Nurse, 3.67/4.0
Kingsborough Community College 2009 — 2010
Nursing Pre-requisites
Bentley University 1997 — 2001
Finance
Jennifer Schultz-Johnson PMP's Fidelity Investments Experience March 2001 - May 2005
Job VP Senior Project Manager
Industry Financial Services
Experience
Eaton Vance Management May 2007 - Present
Fidelity Investments Systems Company May 2005 - May 2007
Fidelity Investments March 2001 - May 2005
Fidelity Investments June 1997 - March 2001
Fidelity Investments April 1996 - June 1997
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital March 1994 - April 1996
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital January 1993 - March 1994
State Street January 1992 - January 1993
CHAMPION EXPOSITION SERVICE, INC May 1991 - January 1992
Skills
Microsoft Office suite..., Essbase reporting..., REVPORT Fee Billing..., BMC Remedy, HP Application Life..., Eagle PACE, SAP financials and..., Hyperion suite of..., Oracle financials and..., BRIO
Education
Boston University Corporate Education Group 2000 — 2000
Certificate in Project Management –PMBOK
Bentley University 1987 — 1991
Bachelor of Science, Economics and Finance
Woburn High School
Eaton Vance Management May 2007 - Present
Fidelity Investments Systems Company May 2005 - May 2007
Fidelity Investments March 2001 - May 2005
Fidelity Investments June 1997 - March 2001
Fidelity Investments April 1996 - June 1997
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital March 1994 - April 1996
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital January 1993 - March 1994
State Street January 1992 - January 1993
CHAMPION EXPOSITION SERVICE, INC May 1991 - January 1992
Skills
Microsoft Office suite..., Essbase reporting..., REVPORT Fee Billing..., BMC Remedy, HP Application Life..., Eagle PACE, SAP financials and..., Hyperion suite of..., Oracle financials and..., BRIO
Education
Boston University Corporate Education Group 2000 — 2000
Certificate in Project Management –PMBOK
Bentley University 1987 — 1991
Bachelor of Science, Economics and Finance
Woburn High School
James O'Brien, CFA's Fidelity Investments Experience 1990 - 1994
Job Principal, Portfolio Manager at Eastern Shore Capital Management
Industry Investment Management
Experience
Eastern Shore Capital Management (ESCM) January 2013 - Present
MOODY ALDRICH PARTNERS, LLC June 2004 - Present
CITIZENS FUNDS August 2001 - July 2004
Fidelity Investments 1990 - 1994
Skills
Portfolio Management, Equity Research, Equities, Asset Allocation, Asset Managment, Equity Valuation, Asset Management, Mutual Funds, Finance, Valuation, Investments, Financial Modeling, Securities, Financial Analysis
Education
Bentley University 1995 — 1996
Masters Certificate, Accountancy
Bentley University 1985 — 1989
Bachelor of Science, Economics and Finance
Eastern Shore Capital Management (ESCM) January 2013 - Present
MOODY ALDRICH PARTNERS, LLC June 2004 - Present
CITIZENS FUNDS August 2001 - July 2004
Fidelity Investments 1990 - 1994
Skills
Portfolio Management, Equity Research, Equities, Asset Allocation, Asset Managment, Equity Valuation, Asset Management, Mutual Funds, Finance, Valuation, Investments, Financial Modeling, Securities, Financial Analysis
Education
Bentley University 1995 — 1996
Masters Certificate, Accountancy
Bentley University 1985 — 1989
Bachelor of Science, Economics and Finance
Edward Haroian's Fidelity Investments Experience June 2014 - Present
Job Associate Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
AXA Advisors May 2012 - August 2012
Kelmar Associates May 2011 - August 2011
Abercrombie & Fitch August 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Outlook, PowerPoint, Accounting, Microsoft Word, Management, Bloomberg, Sales, Corporate Finance, Auditing, Investments, Invoicing, SPSS, Entrepreneurship
Education
Bentley University 2010 — 2014
Candidate for Bachelors of Science, Corporate Finance and Accounting
Salem High School 2006 — 2010
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
AXA Advisors May 2012 - August 2012
Kelmar Associates May 2011 - August 2011
Abercrombie & Fitch August 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Outlook, PowerPoint, Accounting, Microsoft Word, Management, Bloomberg, Sales, Corporate Finance, Auditing, Investments, Invoicing, SPSS, Entrepreneurship
Education
Bentley University 2010 — 2014
Candidate for Bachelors of Science, Corporate Finance and Accounting
Salem High School 2006 — 2010
Guy Lombardo Guy Lombardo's Fidelity Investments Experience July 2011 - June 2012
Job AVP Investment Administration Applications at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2014 - Present
Fidelity Charitable June 2012 - March 2014
Fidelity Investments July 2011 - June 2012
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Fidelity Investments June 2003 - January 2005
Merrill Lynch 2002 - 2003
Skills
Financial Services, Process Improvement, Risk Management, Business Analysis, Project Management, Strategic Planning, Cross-functional Team..., Relationship Management, Leadership, Business Process..., Management, Business Strategy, Vendor Management, Vendor Relationships, Analytics, Financial Modeling, Financial Analysis
Education
Suffolk University 2006 — 2010
Master of Business Administration (MBA), International Business
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Economics - Finance
Medford High School 1995 — 1999
Wellington Management March 2014 - Present
Fidelity Charitable June 2012 - March 2014
Fidelity Investments July 2011 - June 2012
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Fidelity Investments June 2003 - January 2005
Merrill Lynch 2002 - 2003
Skills
Financial Services, Process Improvement, Risk Management, Business Analysis, Project Management, Strategic Planning, Cross-functional Team..., Relationship Management, Leadership, Business Process..., Management, Business Strategy, Vendor Management, Vendor Relationships, Analytics, Financial Modeling, Financial Analysis
Education
Suffolk University 2006 — 2010
Master of Business Administration (MBA), International Business
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Economics - Finance
Medford High School 1995 — 1999
Joe Zappulla, CPA Joe Zappulla, CPA's Fidelity Investments Experience May 2010 - December 2010
Job FSO Assurance Senior at Ernst & Young
Industry Accounting
Experience
Ernst & Young August 2012 - Present
Ernst & Young December 2010 - April 2011
Fidelity Investments May 2010 - December 2010
Skills
Financial Services, QuickBooks, Investments, External Audit, Asset Management, CPA
Education
Bentley University 2011 — 2012
MSA, Accountancy
Bentley University 2007 — 2011
Bachelor, Accounting
RMIT University
Ernst & Young August 2012 - Present
Ernst & Young December 2010 - April 2011
Fidelity Investments May 2010 - December 2010
Skills
Financial Services, QuickBooks, Investments, External Audit, Asset Management, CPA
Education
Bentley University 2011 — 2012
MSA, Accountancy
Bentley University 2007 — 2011
Bachelor, Accounting
RMIT University
Derek Vachon's Fidelity Investments Experience SVPNational Financial1992 - 2003
Job SVP at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments SVPNational Financial1992 - 2003
Education
Bentley University 1982 — 1986
Fidelity Investments SVPNational Financial1992 - 2003
Education
Bentley University 1982 — 1986
Eric Golden's Fidelity Investments Experience January 2015 - Present
Job Managing Director at Fidelity Management & Research Co.
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2009 - Present
Fidelity Investments February 2008 - February 2009
Fidelity Investments July 2005 - February 2008
Skills
Research, Financial Modeling, Financial Analysis, Data Analysis, Bloomberg, Equities, Equity Research, Fixed Income, Hedge Funds, Investments, Valuation
Education
Bentley University 2001 — 2005
Bachelor of Science (BS), Corporate Finance and Accounting
Fidelity Investments January 2015 - Present
Fidelity Investments February 2009 - Present
Fidelity Investments February 2008 - February 2009
Fidelity Investments July 2005 - February 2008
Skills
Research, Financial Modeling, Financial Analysis, Data Analysis, Bloomberg, Equities, Equity Research, Fixed Income, Hedge Funds, Investments, Valuation
Education
Bentley University 2001 — 2005
Bachelor of Science (BS), Corporate Finance and Accounting
Elsa Chu's Fidelity Investments Experience June 1999 - January 2001
Job Assistant Director at State Street Bank
Industry Financial Services
Experience
State Street Bank September 2011 - April 2014
SS&C Technologies January 2001 - August 2011
Fidelity Investments June 1999 - January 2001
Skills
Project Management, Business Process..., Business Analysis, Business Strategy, Databases, SQL, Quality Assurance..., SDLC, Help Desk Support, Bloomberg, Microsoft Office, Hedge Funds, Fund Accounting, Cash Management, Superior Client Service, Financial Reporting, Compliance Procedures, Coaching and Mentoring, Analysis Risk Management, Fund Performance
Education
Bentley University
Bachelor's degree, Business Administration and Management, General
Clark University
Web Master Certificate, Web Master
State Street Bank September 2011 - April 2014
SS&C Technologies January 2001 - August 2011
Fidelity Investments June 1999 - January 2001
Skills
Project Management, Business Process..., Business Analysis, Business Strategy, Databases, SQL, Quality Assurance..., SDLC, Help Desk Support, Bloomberg, Microsoft Office, Hedge Funds, Fund Accounting, Cash Management, Superior Client Service, Financial Reporting, Compliance Procedures, Coaching and Mentoring, Analysis Risk Management, Fund Performance
Education
Bentley University
Bachelor's degree, Business Administration and Management, General
Clark University
Web Master Certificate, Web Master
Gregory Schantz, CFA's Fidelity Investments Experience June 2006 - July 2010
Job Research Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company March 2013 - Present
Loomis, Sayles & Company August 2010 - February 2013
Fidelity Investments June 2006 - July 2010
Education
Boston University Graduate School of Management
Master of Business Administration (MBA)
Bentley University
Bachelor of Science (BS)
Loomis, Sayles & Company March 2013 - Present
Loomis, Sayles & Company August 2010 - February 2013
Fidelity Investments June 2006 - July 2010
Education
Boston University Graduate School of Management
Master of Business Administration (MBA)
Bentley University
Bachelor of Science (BS)
Harvey Rosen's Fidelity Investments Experience April 1987 - April 1988
Job JP Morgan
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
John Jeglinski's Fidelity Investments Experience 2009 - April 2012
Job Controller at Cambridge Family Enterprise Group
Industry Accounting
Experience
Cambridge Family Enterprise Group July 2012 - Present
Fidelity Investments 2009 - April 2012
Vericept Corporation 2008 - 2009
Scali, Inc. 2005 - 2008
Self-employed 2001 - 2005
Gensym Corporation 1999 - 2001
Cayenne Software 1997 - 1998
Krupp Companies 1987 - 1989
Krupp Companies 1987 - 1989
Skills
Accounting, Revenue Recognition, Financial Reporting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Budgets, US GAAP, Corporate Finance, Variance Analysis, Consolidation, Financial Forecasting, Team Management, Operations Management, SEC Filings, Analysis, Forecasting, Management, Leadership, Budgeting, Dashboards, IFRS, Statutory Audit, SEC reporting, 401k Audit, Contingency Planning, SOX Compliance, Oracle, Oracle Applications, Oracle Financials, Oracle E-Business Suite, Oracle Discoverer, External Audit, Board Presentations, Technology Integration, Microsoft Office, Salesforce.com, Staff Mentoring, Microsoft CRM, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Peachtree, KPI Reports, Finance, Start-ups, Financial Modeling, Business Analysis, Strategic Planning
Education
Bentley University 1990 — 1993
BS, Accountancy
Cambridge Family Enterprise Group July 2012 - Present
Fidelity Investments 2009 - April 2012
Vericept Corporation 2008 - 2009
Scali, Inc. 2005 - 2008
Self-employed 2001 - 2005
Gensym Corporation 1999 - 2001
Cayenne Software 1997 - 1998
Krupp Companies 1987 - 1989
Krupp Companies 1987 - 1989
Skills
Accounting, Revenue Recognition, Financial Reporting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Budgets, US GAAP, Corporate Finance, Variance Analysis, Consolidation, Financial Forecasting, Team Management, Operations Management, SEC Filings, Analysis, Forecasting, Management, Leadership, Budgeting, Dashboards, IFRS, Statutory Audit, SEC reporting, 401k Audit, Contingency Planning, SOX Compliance, Oracle, Oracle Applications, Oracle Financials, Oracle E-Business Suite, Oracle Discoverer, External Audit, Board Presentations, Technology Integration, Microsoft Office, Salesforce.com, Staff Mentoring, Microsoft CRM, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Peachtree, KPI Reports, Finance, Start-ups, Financial Modeling, Business Analysis, Strategic Planning
Education
Bentley University 1990 — 1993
BS, Accountancy
Joe Berardi's Fidelity Investments Experience August 2005 - April 2007
Job Business Systems Analyst (QA Analyst) at BNY Standish Mellon
Industry Information Technology and Services
Experience
BNY - Standish Mellon June 2012 - Present
Linedata Services September 2007 - June 2012
Evergreen Investments June 2007 - August 2007
Fidelity Investments August 2005 - April 2007
CitiStreet October 2004 - June 2005
Mercer March 2002 - September 2004
Putnam Investments August 2000 - October 2002
Putnam Investments 1995 - 1997
Skills
SQL, Agile, Testing, SDLC, Quality Assurance, User Acceptance Testing, Excel
Education
Bentley University 1997 — 2001
MBA, Finance
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
BNY - Standish Mellon June 2012 - Present
Linedata Services September 2007 - June 2012
Evergreen Investments June 2007 - August 2007
Fidelity Investments August 2005 - April 2007
CitiStreet October 2004 - June 2005
Mercer March 2002 - September 2004
Putnam Investments August 2000 - October 2002
Putnam Investments 1995 - 1997
Skills
SQL, Agile, Testing, SDLC, Quality Assurance, User Acceptance Testing, Excel
Education
Bentley University 1997 — 2001
MBA, Finance
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
Joe Ciccariello's Fidelity Investments Experience February 2006 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2006 - Present
Veritude 2003 - 2006
Education
Boston University Questrom School of Business 1998 — 2002
MB, General
Bentley University 1987 — 1991
Fidelity Investments February 2006 - Present
Veritude 2003 - 2006
Education
Boston University Questrom School of Business 1998 — 2002
MB, General
Bentley University 1987 — 1991
Jamie Plourde's Fidelity Investments Experience September 2012 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments July 2008 - September 2012
Fidelity Investments March 2007 - July 2008
Fidelity Investments August 2005 - March 2007
Skills
Mutual Funds, Product Management, Financial Services, Equities, Investments, Process Improvement, Business Analysis, Finance
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA
Bentley University 2001 — 2005
Fidelity Investments September 2012 - Present
Fidelity Investments July 2008 - September 2012
Fidelity Investments March 2007 - July 2008
Fidelity Investments August 2005 - March 2007
Skills
Mutual Funds, Product Management, Financial Services, Equities, Investments, Process Improvement, Business Analysis, Finance
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA
Bentley University 2001 — 2005
Jennifer Barrett Bengtson's Fidelity Investments Experience June 1991 - April 1994
Job Circulation Manager at Potpourri Group
Industry Marketing and Advertising
Experience
CVS Health August 2014 - Present
Potpourri Group August 2014 - January 2015
New England Journal of Medicine May 1999 - November 2013
Staples, Inc. January 1997 - May 1999
Shannon North America, Inc. May 1994 - December 1996
Fidelity Investments June 1991 - April 1994
New Age Journal 1988 - 1991
Mail Communications Inc 1984 - 1987
Skills
B2B Marketing, Email Marketing, Direct Marketing, Direct Mail, Budgets, Customer Acquisition, Digital Marketing, Marketing, Marketing Communications, Marketing Strategy, Newsletters, Online Advertising, Online Marketing, Publishing, Web Marketing, Advertising, Integrated Marketing
Education
Bentley University 1980 — 1984
BS, Marketing Management
Bloomfield High School 1978 — 1980
Diploma, College Prep
CVS Health August 2014 - Present
Potpourri Group August 2014 - January 2015
New England Journal of Medicine May 1999 - November 2013
Staples, Inc. January 1997 - May 1999
Shannon North America, Inc. May 1994 - December 1996
Fidelity Investments June 1991 - April 1994
New Age Journal 1988 - 1991
Mail Communications Inc 1984 - 1987
Skills
B2B Marketing, Email Marketing, Direct Marketing, Direct Mail, Budgets, Customer Acquisition, Digital Marketing, Marketing, Marketing Communications, Marketing Strategy, Newsletters, Online Advertising, Online Marketing, Publishing, Web Marketing, Advertising, Integrated Marketing
Education
Bentley University 1980 — 1984
BS, Marketing Management
Bloomfield High School 1978 — 1980
Diploma, College Prep
John Covino's Fidelity Investments Experience 2006 - 2011
Job Senior Product Development Manager Product Development & Implementations
Industry Financial Services
Experience
SunGard Financial Systems - Securities Finance and Processing 2014 - Present
SunGard Financial Systems - Securities Finance and Processing 2011 - 2014
Fidelity Investments 2006 - 2011
Fidelity Investments 2000 - 2006
Funds Distributor, in 1998 - 2000
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Skills
Program Management, Integration, Project Management, Business Analysis, SDLC, Project Planning, Cross-functional Team..., Process Improvement, Business Process, PMO, Strategy, CRM, Vendor Management, Financial Services, Requirements Analysis, Software Project...
Education
Bentley University
Bacholors, Accountancy
Board of Registration of Real Estate Brokers & Salespersons
Licensed
Boston University
Project Management
Scrum Alliance
Certified Scrum Master (CSM), Project Management
SunGard Financial Systems - Securities Finance and Processing 2014 - Present
SunGard Financial Systems - Securities Finance and Processing 2011 - 2014
Fidelity Investments 2006 - 2011
Fidelity Investments 2000 - 2006
Funds Distributor, in 1998 - 2000
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Skills
Program Management, Integration, Project Management, Business Analysis, SDLC, Project Planning, Cross-functional Team..., Process Improvement, Business Process, PMO, Strategy, CRM, Vendor Management, Financial Services, Requirements Analysis, Software Project...
Education
Bentley University
Bacholors, Accountancy
Board of Registration of Real Estate Brokers & Salespersons
Licensed
Boston University
Project Management
Scrum Alliance
Certified Scrum Master (CSM), Project Management
Erin Brownell's Fidelity Investments Experience July 2011 - Present
Job Director, Solution Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments September 2007 - July 2011
Fidelity Investments January 2007 - September 2007
Fidelity Investments January 2006 - January 2007
Fidelity Investments July 2004 - December 2006
Skills
Business Analysis, Requirements Analysis, Pensions, Process Improvement, Requirements Gathering, SDLC, Financial Services, Risk Management, Business Requirements, Vendor Management, Business Process..., PMO
Education
Bentley University 2000 — 2004
Bachelor of Science, Corporate Finance and Accounting
Fidelity Investments July 2011 - Present
Fidelity Investments September 2007 - July 2011
Fidelity Investments January 2007 - September 2007
Fidelity Investments January 2006 - January 2007
Fidelity Investments July 2004 - December 2006
Skills
Business Analysis, Requirements Analysis, Pensions, Process Improvement, Requirements Gathering, SDLC, Financial Services, Risk Management, Business Requirements, Vendor Management, Business Process..., PMO
Education
Bentley University 2000 — 2004
Bachelor of Science, Corporate Finance and Accounting
Jane Souza's Fidelity Investments Experience November 2010 - Present
Job Senior Vice President, Digital Platforms at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Skills
Analysis, Leadership, Project Planning, Mutual Funds, Product Management, Business Analysis, Vendor Management
Education
Clark University 2001 — 2003
MBA, Business Administration and Management, General
Bentley University 1996 — 2000
Bachelor of Science, Business Communication
Fidelity Investments November 2010 - Present
Skills
Analysis, Leadership, Project Planning, Mutual Funds, Product Management, Business Analysis, Vendor Management
Education
Clark University 2001 — 2003
MBA, Business Administration and Management, General
Bentley University 1996 — 2000
Bachelor of Science, Business Communication
John Kircaldie's Fidelity Investments Experience December 2000 - February 2009
Job 401(k) Client Service Manager / ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services May 2012 - Present
ADP Retirement Services March 2009 - May 2012
Fidelity Investments December 2000 - February 2009
Education
Bentley University 1986 — 1991
General Business
ADP Retirement Services May 2012 - Present
ADP Retirement Services March 2009 - May 2012
Fidelity Investments December 2000 - February 2009
Education
Bentley University 1986 — 1991
General Business
Edward Reid Jr.'s Fidelity Investments Experience July 2014 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Skills
Software Project..., Requirements Analysis, SDLC, Vendor Management
Education
Bentley University 1978 — 1983
Fidelity Investments July 2014 - Present
Skills
Software Project..., Requirements Analysis, SDLC, Vendor Management
Education
Bentley University 1978 — 1983
Holly Mello's Fidelity Investments Experience Director Finance & AdministrationInvestor's Bank & Trust2000 - 2005
Job Director Business Improvement at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Director Finance & AdministrationInvestor's Bank & Trust2000 - 2005
Bank One May 1997 - January 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Bentley University 1991 — 1995
MS, Economics Finance
Fidelity Investments Director Finance & AdministrationInvestor's Bank & Trust2000 - 2005
Bank One May 1997 - January 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Bentley University 1991 — 1995
MS, Economics Finance
Jim Bougioukos's Fidelity Investments Experience December 2012 - Present
Job Senior Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Omgeo February 2012 - December 2012
State Street Global Advisors November 2007 - February 2012
Fidelity Investments September 1996 - October 2007
First Data Investor Services November 1994 - August 1996
Massachusetts General Hospital July 1987 - October 1994
Skills
Testing, Agile Methodologies, Test Automation, Software Quality..., Software Development, SDLC, Quality Center, Quality Assurance, Requirements Analysis, Vendor Management, Regression Testing, User Acceptance Testing, Waterfall, Test Cases, Software Project..., HP Quality Center
Education
Bentley University 1979 — 1983
Bachelor's degree, Computer Information Systems
Fidelity Investments December 2012 - Present
Omgeo February 2012 - December 2012
State Street Global Advisors November 2007 - February 2012
Fidelity Investments September 1996 - October 2007
First Data Investor Services November 1994 - August 1996
Massachusetts General Hospital July 1987 - October 1994
Skills
Testing, Agile Methodologies, Test Automation, Software Quality..., Software Development, SDLC, Quality Center, Quality Assurance, Requirements Analysis, Vendor Management, Regression Testing, User Acceptance Testing, Waterfall, Test Cases, Software Project..., HP Quality Center
Education
Bentley University 1979 — 1983
Bachelor's degree, Computer Information Systems
Jenna McKusick's Fidelity Investments Experience July 2014 - Present
Job Senior Audit Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments December 2011 - July 2014
Fidelity Investments December 2008 - December 2011
Fidelity Investments December 2007 - December 2008
Fidelity Investments June 2006 - December 2007
The Hartford June 2005 - January 2006
Education
Bentley University 2002 — 2006
Corporate Finance and Accounting
E.O. Smith High School 1998 — 2002
Certified Fraud Examiner (CFE)
Fidelity Investments July 2014 - Present
Fidelity Investments December 2011 - July 2014
Fidelity Investments December 2008 - December 2011
Fidelity Investments December 2007 - December 2008
Fidelity Investments June 2006 - December 2007
The Hartford June 2005 - January 2006
Education
Bentley University 2002 — 2006
Corporate Finance and Accounting
E.O. Smith High School 1998 — 2002
Certified Fraud Examiner (CFE)
Edward Lothrop's Fidelity Investments Experience managerPicturetel1992 - 1999
Job Contract Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments managerPicturetel1992 - 1999
Education
Bentley University
Fidelity Investments managerPicturetel1992 - 1999
Education
Bentley University
Jennifer Wightman's Fidelity Investments Experience September 2006 - Present
Job Senior Key Account Director
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Education
Bentley University 1990 — 1995
Fidelity Investments September 2006 - Present
Education
Bentley University 1990 — 1995
Jeb Peterson's Fidelity Investments Experience January 2012 - Present
Job Director, Product and Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments May 2009 - January 2012
Fidelity Investments 2006 - April 2009
Skills
401k, Process Improvement, Retirement, Service Delivery, Financial Services, Mutual Funds, Employee Benefits, Risk Management, Relationship Management, Retirement Planning, Series 7, Defined Contribution, Investments, Analysis, Asset Allocation, Leadership, Securities
Education
Bentley University 1999 — 2003
Fidelity Investments January 2012 - Present
Fidelity Investments May 2009 - January 2012
Fidelity Investments 2006 - April 2009
Skills
401k, Process Improvement, Retirement, Service Delivery, Financial Services, Mutual Funds, Employee Benefits, Risk Management, Relationship Management, Retirement Planning, Series 7, Defined Contribution, Investments, Analysis, Asset Allocation, Leadership, Securities
Education
Bentley University 1999 — 2003
George Rozanitis's Fidelity Investments Experience January 2015 - Present
Job Vice President Product Market Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Capital Markets April 2007 - January 2015
Fidelity Investments March 2004 - April 2007
Education
Bentley University 1991 — 1995
Bachelor of Science, Economic-Finance
Fidelity Investments January 2015 - Present
Fidelity Capital Markets April 2007 - January 2015
Fidelity Investments March 2004 - April 2007
Education
Bentley University 1991 — 1995
Bachelor of Science, Economic-Finance
Dennis Gouthro's Fidelity Investments Experience 2012 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments April 2010 - January 2012
Fidelity Investments August 2006 - April 2010
Education
Bentley University 2009 — 2012
Master of Business Administration (M.B.A.)
Boston College 2002 — 2006
Bachelor's Degree
Fidelity Investments 2012 - Present
Fidelity Investments April 2010 - January 2012
Fidelity Investments August 2006 - April 2010
Education
Bentley University 2009 — 2012
Master of Business Administration (M.B.A.)
Boston College 2002 — 2006
Bachelor's Degree
Don Giroux's Fidelity Investments Experience Vice President, PI L&D Phone Sales Learning LeadFidelity InvestmentsMay 2013 - Present
Job Vice President, PI L&D Phone Sales Learning Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice President, PI L&D Phone Sales Learning LeadFidelity InvestmentsMay 2013 - Present
Skills
Series 7
Education
Bentley University 1987 — 1991
Bachelor of Science (BS)
Fidelity Investments Vice President, PI L&D Phone Sales Learning LeadFidelity InvestmentsMay 2013 - Present
Skills
Series 7
Education
Bentley University 1987 — 1991
Bachelor of Science (BS)
Frank Zappulla's Fidelity Investments Experience 1992 - Present
Job Sr. Vice President Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - National Financial Services September 1992 - Present
Fidelity Investments 1992 - Present
BBN Technologies 1987 - 1992
Arthur Andersen 1984 - 1987
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Mutual Funds, Forecasting, Sarbanes-Oxley Act, Mergers & Acquisitions, Risk Management, Accounting, Asset Management, Investments, Due Diligence, Managerial Finance, Corporate Finance, Cash Management, Internal Controls, Financial Services, Process Improvement, Business Analysis, Leadership, Valuation
Education
Bentley University 1980 — 1984
BS, Accounting
Fidelity Investments - National Financial Services September 1992 - Present
Fidelity Investments 1992 - Present
BBN Technologies 1987 - 1992
Arthur Andersen 1984 - 1987
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Mutual Funds, Forecasting, Sarbanes-Oxley Act, Mergers & Acquisitions, Risk Management, Accounting, Asset Management, Investments, Due Diligence, Managerial Finance, Corporate Finance, Cash Management, Internal Controls, Financial Services, Process Improvement, Business Analysis, Leadership, Valuation
Education
Bentley University 1980 — 1984
BS, Accounting
John Neville's Fidelity Investments Experience March 1990 - Present
Job Senior Vice president at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments March 1990 - Present
Putnam Investments 1987 - 1990
Skills
Retirement, Risk Management, Investments, Vendor Management, Mutual Funds, 401k, Process Improvement, Business Analysis, Financial Services, Program Management, Relationship Management, Leadership, Management, Series 63, Series 7
Education
University of Massachusetts, Amherst 1982 — 1984
MS, Hotel, Restaurant, & Tourism
Bentley University 1978 — 1982
BS, Management
Fidelity Investments March 1990 - Present
Putnam Investments 1987 - 1990
Skills
Retirement, Risk Management, Investments, Vendor Management, Mutual Funds, 401k, Process Improvement, Business Analysis, Financial Services, Program Management, Relationship Management, Leadership, Management, Series 63, Series 7
Education
University of Massachusetts, Amherst 1982 — 1984
MS, Hotel, Restaurant, & Tourism
Bentley University 1978 — 1982
BS, Management
Doug Carriger's Fidelity Investments Experience June 2000 - December 2008
Job Software Quality Assurance
Industry Computer Software
Experience
Fidelity Investments June 2000 - December 2008
INFORMATION RESOURCES INC., Waltham, MA 1999 - 2000
SUN LIFE OF CANADA, Boston, MA 1998 - 1999
Skills
Quality Assurance, Testing
Education
Bentley University 1990 — 1992
MST, Federal Taxation
Suffolk University 1982 — 1984
MBA, Business Administration
San Diego State University-California State University 1972 — 1976
BS, Accountin
Fidelity Investments June 2000 - December 2008
INFORMATION RESOURCES INC., Waltham, MA 1999 - 2000
SUN LIFE OF CANADA, Boston, MA 1998 - 1999
Skills
Quality Assurance, Testing
Education
Bentley University 1990 — 1992
MST, Federal Taxation
Suffolk University 1982 — 1984
MBA, Business Administration
San Diego State University-California State University 1972 — 1976
BS, Accountin
Jill McPherson's Fidelity Investments Experience February 1985 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1985 - Present
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Visio, Systems Analysis, SQL, Business Requirements, Process Improvement, Analysis, Software Documentation, Business Process, User Acceptance Testing, SharePoint, Enterprise Architecture
Education
Bentley University
BS, Finance
Fidelity Investments February 1985 - Present
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Visio, Systems Analysis, SQL, Business Requirements, Process Improvement, Analysis, Software Documentation, Business Process, User Acceptance Testing, SharePoint, Enterprise Architecture
Education
Bentley University
BS, Finance
Jim Baga's Fidelity Investments Experience November 1993 - September 2013
Job VP Private Client Group at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group October 2013 - Present
Fidelity Investments November 1993 - September 2013
Skills
Mutual Funds, Series 63, Management, Retirement, Business Development, FINRA, Fixed Annuities, Relationship Management, Pensions, Fixed Income, Asset Management, Retirement Planning, Due Diligence, Asset Allocation, IRAs, Series 7, Insurance, Financial Services, ERISA, Defined Contribution, Series 65, 401k, Risk Management, Financial Analysis, Investment Management, Employee Benefits, Portfolio Management, Alternative Investments, Wealth Management, Series 6, Process Improvement, Strategic Financial..., Defined Benefit, Strategic Planning, Investment Strategies, Leadership, Banking, ETFs, Life Insurance, Investment Advisory, Investments, Bonds, Financial Advisory, Business Analysis, Equities, Uniform Combined State..., Project Management, Strategy, Estate Planning, Securities
Education
Northeastern University 1983 — 1987
Business, Finance
Bentley University 1981 — 1982
Business, Finance
St John's Prep 1977 — 1981
Sentinel Benefits & Financial Group October 2013 - Present
Fidelity Investments November 1993 - September 2013
Skills
Mutual Funds, Series 63, Management, Retirement, Business Development, FINRA, Fixed Annuities, Relationship Management, Pensions, Fixed Income, Asset Management, Retirement Planning, Due Diligence, Asset Allocation, IRAs, Series 7, Insurance, Financial Services, ERISA, Defined Contribution, Series 65, 401k, Risk Management, Financial Analysis, Investment Management, Employee Benefits, Portfolio Management, Alternative Investments, Wealth Management, Series 6, Process Improvement, Strategic Financial..., Defined Benefit, Strategic Planning, Investment Strategies, Leadership, Banking, ETFs, Life Insurance, Investment Advisory, Investments, Bonds, Financial Advisory, Business Analysis, Equities, Uniform Combined State..., Project Management, Strategy, Estate Planning, Securities
Education
Northeastern University 1983 — 1987
Business, Finance
Bentley University 1981 — 1982
Business, Finance
St John's Prep 1977 — 1981
John Mancuso's Fidelity Investments Experience 2001 - 2002
Job Senior Project Manager at Realogy
Industry Information Technology and Services
Experience
Realogy 2010 - Present
Coldwell Banker Residential Brokerage 2010 - Present
M/C Communications 2010 - 2010
Monster 2008 - 2010
Collaborative Consulting 2003 - 2008
Fidelity Investments 2001 - 2002
Price Waterhouse Coopers 1998 - 2001
Tyrolit North America Inc. 1996 - 1998
Marcam 1995 - 1996
Safety Insurance 1986 - 1995
Skills
Requirements Analysis, Project Management, Web Services, Quality Assurance, Systems Analysis, Business Analysis, PMP, SharePoint, Enterprise Software, Software Development
Education
Bentley University
Computer Science
University of Massachusetts Lowell
Business Administration
Realogy 2010 - Present
Coldwell Banker Residential Brokerage 2010 - Present
M/C Communications 2010 - 2010
Monster 2008 - 2010
Collaborative Consulting 2003 - 2008
Fidelity Investments 2001 - 2002
Price Waterhouse Coopers 1998 - 2001
Tyrolit North America Inc. 1996 - 1998
Marcam 1995 - 1996
Safety Insurance 1986 - 1995
Skills
Requirements Analysis, Project Management, Web Services, Quality Assurance, Systems Analysis, Business Analysis, PMP, SharePoint, Enterprise Software, Software Development
Education
Bentley University
Computer Science
University of Massachusetts Lowell
Business Administration
Joe Tringali's Fidelity Investments Experience May 2006 - Present
Job Principal (Senior System Architect) at Tricosoft
Industry Information Technology and Services
Experience
Tricosoft November 2009 - Present
Fidelity Investments May 2006 - Present
ISO Insurance Technology Solutions August 2000 - May 2006
QuickBuy December 1999 - August 2000
Sybase July 1995 - December 1999
Allenbrook September 1994 - June 1995
ISI Systems 1989 - 1994
Skills
XSLT, XML, SQL Server, SQL, C#, Java, DHTML, JavaScript, WebSphere, Oracle SQL, PL, AJAX, .NET, ADO.NET, Spring Framework, MIcrosoft SQL Server, Linux, ASP.NET MVC, Android, iOS, HTML5, CSS, WPF, WCF, Entity Framework, Enterprise Architecture, Software Development, VSTO, Architecture, SDLC, Microsoft SQL Server, Oracle, Agile Methodologies, Spring, HTML 5, UML, Websphere, ASP.NET, Databases, Web Services, Integration
Education
Bentley University 1981 — 1985
BS, Computer Information Systems
Tricosoft November 2009 - Present
Fidelity Investments May 2006 - Present
ISO Insurance Technology Solutions August 2000 - May 2006
QuickBuy December 1999 - August 2000
Sybase July 1995 - December 1999
Allenbrook September 1994 - June 1995
ISI Systems 1989 - 1994
Skills
XSLT, XML, SQL Server, SQL, C#, Java, DHTML, JavaScript, WebSphere, Oracle SQL, PL, AJAX, .NET, ADO.NET, Spring Framework, MIcrosoft SQL Server, Linux, ASP.NET MVC, Android, iOS, HTML5, CSS, WPF, WCF, Entity Framework, Enterprise Architecture, Software Development, VSTO, Architecture, SDLC, Microsoft SQL Server, Oracle, Agile Methodologies, Spring, HTML 5, UML, Websphere, ASP.NET, Databases, Web Services, Integration
Education
Bentley University 1981 — 1985
BS, Computer Information Systems
james kellyhouse's Fidelity Investments Experience April 1985 - December 1997
Job Analyst at Thomsonreuters
Industry Financial Services
Experience
Thomson Reuters September 1998 - Present
Fidelity Investments April 1985 - December 1997
Skills
Hedge Funds, Private Equity, Asset Managment, Fixed Income, Tax-exempt, Money Market, Portfolio Management
Education
Bentley College
Bachelor of Science (BS), Finance and Economics
Thomson Reuters September 1998 - Present
Fidelity Investments April 1985 - December 1997
Skills
Hedge Funds, Private Equity, Asset Managment, Fixed Income, Tax-exempt, Money Market, Portfolio Management
Education
Bentley College
Bachelor of Science (BS), Finance and Economics
Denise DeFlumeri's Fidelity Investments Experience 2012 - Present
Job Senior Manager, Global Asset Allocation Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2004 - 2011
Citizens Bank 2003 - 2004
Banco Santander 2002 - 2003
Rasbank 2000 - 2002
Skills
Equities, Operations Management, Hedge Funds, Mutual Funds, Portfolio Management, Bloomberg, Investments
Education
Università degli Studi di Torino 1998 — 1999
MSc, Financial Management
Bentley University 1992 — 1996
BS, Management
Fidelity Investments 2012 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2004 - 2011
Citizens Bank 2003 - 2004
Banco Santander 2002 - 2003
Rasbank 2000 - 2002
Skills
Equities, Operations Management, Hedge Funds, Mutual Funds, Portfolio Management, Bloomberg, Investments
Education
Università degli Studi di Torino 1998 — 1999
MSc, Financial Management
Bentley University 1992 — 1996
BS, Management
Elizabeth Crosby's Fidelity Investments Experience September 2013 - Present
Job Director I Corporate Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments August 2011 - September 2013
Fidelity Investments May 2008 - August 2011
Fidelity Investments July 2005 - May 2008
Fidelity Investments August 1999 - July 2005
Fidelity Investments June 1998 - August 1999
Skills
Financial Analysis, Financial Reporting, Finance, Process Improvement, Analysis, Accounting, Internal Controls, General Ledger, Corporate Finance
Education
Bentley University 1994 — 1998
Bachelor of Science, Accounting
Fidelity Investments September 2013 - Present
Fidelity Investments August 2011 - September 2013
Fidelity Investments May 2008 - August 2011
Fidelity Investments July 2005 - May 2008
Fidelity Investments August 1999 - July 2005
Fidelity Investments June 1998 - August 1999
Skills
Financial Analysis, Financial Reporting, Finance, Process Improvement, Analysis, Accounting, Internal Controls, General Ledger, Corporate Finance
Education
Bentley University 1994 — 1998
Bachelor of Science, Accounting
James Morse's Fidelity Investments Experience August 2012 - Present
Job Principal Data Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2012 - Present
Veritude July 2010 - August 2012
Sportsco Technologies September 1996 - January 2010
Ciber Inc September 1996 - February 2009
Stride Rite Corp. (Collective Brands) September 1992 - September 1996
Star Market Co. (American Stores) May 1986 - September 1992
Skills
Business Analysis, SDLC, Process Improvement, Requirements Analysis, Software Project..., SQL, Project Management
Education
Bentley University 1982 — 1987
BS Computer Information Systems, AS Management, Computer and Information Sciences, General
Fidelity Investments August 2012 - Present
Veritude July 2010 - August 2012
Sportsco Technologies September 1996 - January 2010
Ciber Inc September 1996 - February 2009
Stride Rite Corp. (Collective Brands) September 1992 - September 1996
Star Market Co. (American Stores) May 1986 - September 1992
Skills
Business Analysis, SDLC, Process Improvement, Requirements Analysis, Software Project..., SQL, Project Management
Education
Bentley University 1982 — 1987
BS Computer Information Systems, AS Management, Computer and Information Sciences, General
Garrett MacDonald's Fidelity Investments Experience June 2012 - August 2012
Job Analyst at HIMCO
Industry Investment Management
Experience
Hartford Investment Management July 2013 - Present
Fidelity Investments June 2012 - August 2012
Shields & Company August 2011 - December 2011
Sawaya Segalas May 2011 - August 2011
Capstone Partners LLC January 2011 - April 2011
Skills
Investments, Financial Analysis, Asset Management, Bloomberg, Financial Modeling, Equities, Bloomberg Terminal, Equity Research, Investment Banking, Valuation, Structured Products, Portfolio Management, Credit Derivatives, Capital Markets, Economics, ABS, Hedging, Hedge Funds, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Hartford Investment Management July 2013 - Present
Fidelity Investments June 2012 - August 2012
Shields & Company August 2011 - December 2011
Sawaya Segalas May 2011 - August 2011
Capstone Partners LLC January 2011 - April 2011
Skills
Investments, Financial Analysis, Asset Management, Bloomberg, Financial Modeling, Equities, Bloomberg Terminal, Equity Research, Investment Banking, Valuation, Structured Products, Portfolio Management, Credit Derivatives, Capital Markets, Economics, ABS, Hedging, Hedge Funds, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Fran Beecy's Fidelity Investments Experience June 2000 - January 2007
Job Senior Investment Consultant at The PFE Group
Industry Financial Services
Experience
The PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
Fidelity Investments June 2000 - January 2007
NEPC 1997 - 1999
Scudder, Stevens & Clark 1992 - 1995
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, 401k, Asset Management, Financial Services, Alternative Investments, Retirement
Education
Bentley University 1989 — 1991
Masters, Finance
Boston College 1982 — 1985
BS, Marketing
Bedford High School
The PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
Fidelity Investments June 2000 - January 2007
NEPC 1997 - 1999
Scudder, Stevens & Clark 1992 - 1995
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, 401k, Asset Management, Financial Services, Alternative Investments, Retirement
Education
Bentley University 1989 — 1991
Masters, Finance
Boston College 1982 — 1985
BS, Marketing
Bedford High School
Elaine Paula's Fidelity Investments Experience August 1983 - August 1985
Job Associate Director, Data Solutions at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial August 2010 - October 2011
Sun Life Financial June 2008 - August 2010
Sun Life Financial July 2005 - June 2008
Sun Life Financial April 2004 - July 2005
Sun Life Financial June 2000 - April 2004
Sun Life Financial April 1998 - June 2000
Artistic Window Treatments August 1993 - December 1998
Fidelity Investments August 1983 - August 1985
Computer Assistance, Inc. June 1980 - August 1983
Skills
Requirements Gathering, Business Requirements, SDLC, Systems Analysis, Business Analysis, Requirements Analysis, Software Project..., Data Warehousing, Microsoft SQL Server, Process Improvement, Test Planning, Software Development, SQL, Agile Methodologies, Mainframe, COBOL, Functional..., Data Quality, Metadata Management, Scrum, Waterfall, Data Governance
Education
Worcester Polytechnic Institute 2003 — 2004
JAVA Certificate, Java, SQL Server, XML, JSP
Bentley University 1975 — 1979
Bachelor of Science (B.S.), Computer Information Systems
Sun Life Financial October 2011 - Present
Sun Life Financial August 2010 - October 2011
Sun Life Financial June 2008 - August 2010
Sun Life Financial July 2005 - June 2008
Sun Life Financial April 2004 - July 2005
Sun Life Financial June 2000 - April 2004
Sun Life Financial April 1998 - June 2000
Artistic Window Treatments August 1993 - December 1998
Fidelity Investments August 1983 - August 1985
Computer Assistance, Inc. June 1980 - August 1983
Skills
Requirements Gathering, Business Requirements, SDLC, Systems Analysis, Business Analysis, Requirements Analysis, Software Project..., Data Warehousing, Microsoft SQL Server, Process Improvement, Test Planning, Software Development, SQL, Agile Methodologies, Mainframe, COBOL, Functional..., Data Quality, Metadata Management, Scrum, Waterfall, Data Governance
Education
Worcester Polytechnic Institute 2003 — 2004
JAVA Certificate, Java, SQL Server, XML, JSP
Bentley University 1975 — 1979
Bachelor of Science (B.S.), Computer Information Systems
Elizabeth Gallant's Fidelity Investments Experience 2007 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Liberty Mutual Insurance October 2011 - November 2012
YBP Library Services August 2010 - October 2011
Fidelity Investments 2007 - 2008
Fidelity Investments 1998 - 2003
Fidelity Investments 1998 - 1998
Gateways Community Services July 1994 - August 1996
Gateways Community Services January 1985 - June 1994
Skills
Testing
Education
Southern New Hampshire University 1996 — 1998
MS, Computer Information Systems
Bentley University 1979 — 1983
BS, Accounting
Liberty Mutual Insurance October 2011 - November 2012
YBP Library Services August 2010 - October 2011
Fidelity Investments 2007 - 2008
Fidelity Investments 1998 - 2003
Fidelity Investments 1998 - 1998
Gateways Community Services July 1994 - August 1996
Gateways Community Services January 1985 - June 1994
Skills
Testing
Education
Southern New Hampshire University 1996 — 1998
MS, Computer Information Systems
Bentley University 1979 — 1983
BS, Accounting
Diana Valsky's Fidelity Investments Experience July 2011 - Present
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments May 2010 - July 2011
Fidelity Investments July 2007 - May 2010
Fidelity Investments July 2006 - July 2007
Skills
Retirement Planning, Investments, Series 7, Financial Services, Series 63, Wealth Management, Series 66, Life Accident and..., Mutual Funds
Education
Bentley University 2010 — 2013
Master of Business Administration (MBA), Management
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (BBA), Corporate Finance
Fidelity Investments July 2011 - Present
Fidelity Investments May 2010 - July 2011
Fidelity Investments July 2007 - May 2010
Fidelity Investments July 2006 - July 2007
Skills
Retirement Planning, Investments, Series 7, Financial Services, Series 63, Wealth Management, Series 66, Life Accident and..., Mutual Funds
Education
Bentley University 2010 — 2013
Master of Business Administration (MBA), Management
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (BBA), Corporate Finance
Janet Mosey's Fidelity Investments Experience July 1993 - October 1998
Job Bookkeeper/ Administrative Assistant at Beacon Consulting Group Inc.
Industry Construction
Experience
Beacon Consulting Group Inc. October 2007 - Present
Herley New England October 2003 - September 2007
Fidelity Investments July 1993 - October 1998
Safety Insurance June 1984 - September 1986
Skills
Excel, Accounts Payable, Administration, Quickbooks, Word, Accounts Receivable, Payroll, Invoicing, PowerPoint, Data Entry, Microsoft Excel, Microsoft Project, Project Planning, Contract Negotiation, Customer Service, Microsoft Office, Project Management, Contract Management, Process Scheduler, Construction, Project Estimation
Education
Bentley College 1980 — 1984
BS, Quantitative Analysis
Medford High School 1976 — 1980
Beacon Consulting Group Inc. October 2007 - Present
Herley New England October 2003 - September 2007
Fidelity Investments July 1993 - October 1998
Safety Insurance June 1984 - September 1986
Skills
Excel, Accounts Payable, Administration, Quickbooks, Word, Accounts Receivable, Payroll, Invoicing, PowerPoint, Data Entry, Microsoft Excel, Microsoft Project, Project Planning, Contract Negotiation, Customer Service, Microsoft Office, Project Management, Contract Management, Process Scheduler, Construction, Project Estimation
Education
Bentley College 1980 — 1984
BS, Quantitative Analysis
Medford High School 1976 — 1980
Henry Lo's Fidelity Investments Experience June 2014 - August 2014
Job Accounting & Financial Analyst III at Banco Santander
Industry Financial Services
Experience
Banco Santander November 2014 - Present
Fidelity Investments June 2014 - August 2014
MetLife January 2014 - May 2014
Fidelity Investments March 2012 - December 2013
MetLife February 2012 - March 2012
i-parcel, LLC November 2011 - January 2012
Equity Metrics May 2011 - August 2011
Bentley Investment Group September 2009 - May 2011
National Association of Asian American Professionals Bentley Chapter September 2007 - May 2008
Skills
Bloomberg, Valuation, Project Finance, Negotiation, Equities, Mergers, Microsoft Excel, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Analysis, Financial Reporting, Finance, Derivatives, Investments
Education
Bentley University 2005 — 2011
Bachelor of Science, Finance, Minor in History
Banco Santander November 2014 - Present
Fidelity Investments June 2014 - August 2014
MetLife January 2014 - May 2014
Fidelity Investments March 2012 - December 2013
MetLife February 2012 - March 2012
i-parcel, LLC November 2011 - January 2012
Equity Metrics May 2011 - August 2011
Bentley Investment Group September 2009 - May 2011
National Association of Asian American Professionals Bentley Chapter September 2007 - May 2008
Skills
Bloomberg, Valuation, Project Finance, Negotiation, Equities, Mergers, Microsoft Excel, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Analysis, Financial Reporting, Finance, Derivatives, Investments
Education
Bentley University 2005 — 2011
Bachelor of Science, Finance, Minor in History
Edward Lothrop's Fidelity Investments Experience January 2006 - 2010
Job AVP at Eaton Vance
Industry
Experience
Eaton Vance December 2010 - Present
Procurement Leaders Centre 2012 - 2013
Procurement Leaders Centre 2012 - 2013
Fidelity Investments January 2006 - 2010
Polaroid 2004 - 2004
PictureTel 1992 - 1999
Symbol Tech 1988 - 1992
Skills
Strategic Sourcing, Vendor Management, RFP, Portfolio Management, Relationship Management, Contract Negotiation, Financial Analysis, Strategic Planning, Program Management, Purchasing, Procurement, Process Improvement, Risk Management, Financial Services, SAP, Change Management, Business Strategy, Cross-functional Team..., Outsourcing, Asset Managment, Business Analysis, Management, Project Management, Mergers & Acquisitions, Leadership, Due Diligence, SDLC, Negotiation, Product Management, Contract Management, Strategy, Asset Management, Business Process...
Education
Bentley College
undergraduate, Accounting
Eaton Vance December 2010 - Present
Procurement Leaders Centre 2012 - 2013
Procurement Leaders Centre 2012 - 2013
Fidelity Investments January 2006 - 2010
Polaroid 2004 - 2004
PictureTel 1992 - 1999
Symbol Tech 1988 - 1992
Skills
Strategic Sourcing, Vendor Management, RFP, Portfolio Management, Relationship Management, Contract Negotiation, Financial Analysis, Strategic Planning, Program Management, Purchasing, Procurement, Process Improvement, Risk Management, Financial Services, SAP, Change Management, Business Strategy, Cross-functional Team..., Outsourcing, Asset Managment, Business Analysis, Management, Project Management, Mergers & Acquisitions, Leadership, Due Diligence, SDLC, Negotiation, Product Management, Contract Management, Strategy, Asset Management, Business Process...
Education
Bentley College
undergraduate, Accounting
Ed Howard's Fidelity Investments Experience March 2010 - March 2011
Job Student at Massachusetts School of Law
Industry Law Practice
Experience
Law Office of Bonville & Howard December 2013 - Present
Fidelity Investments March 2010 - March 2011
State Street 2007 - 2009
Skills
Data Analysis, Financial Reporting, Microsoft Excel, Research
Education
Massachusetts School of Law 2010 — 2013
Bentley University
Law Office of Bonville & Howard December 2013 - Present
Fidelity Investments March 2010 - March 2011
State Street 2007 - 2009
Skills
Data Analysis, Financial Reporting, Microsoft Excel, Research
Education
Massachusetts School of Law 2010 — 2013
Bentley University
Dennis Arsenault's Fidelity Investments Experience 1995 - 2000
Job Lead Technical Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Citi 2008 - 2011
BNY/Mellon 2007 - 2008
MFS Investment Management 2000 - 2006
Fidelity Investments 1995 - 2000
Skills
Asset Management, Asset Managment, Financial Services, Derivatives, Risk Management, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management, Hedge Funds, Financial Analysis, Trading Systems, Bloomberg, Options, SDLC, Business Analysis, Requirements Gathering, Business Process
Education
Bentley University 1986 — 1990
Master of Science (M.S.), Computer Information systems
Bentley University 1977 — 1980
BS, Accounting
Ameriprise Financial Services, Inc. September 2011 - Present
Citi 2008 - 2011
BNY/Mellon 2007 - 2008
MFS Investment Management 2000 - 2006
Fidelity Investments 1995 - 2000
Skills
Asset Management, Asset Managment, Financial Services, Derivatives, Risk Management, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management, Hedge Funds, Financial Analysis, Trading Systems, Bloomberg, Options, SDLC, Business Analysis, Requirements Gathering, Business Process
Education
Bentley University 1986 — 1990
Master of Science (M.S.), Computer Information systems
Bentley University 1977 — 1980
BS, Accounting
Fran Chotkowski's Fidelity Investments Experience August 1986 - June 1991
Job unemployed at Home
Industry Accounting
Experience
Home Financial AnalystFidelity InvestmentsMay 1992 - May 1996
Fidelity Investments August 1986 - June 1991
Education
Bentley College 1984 — 1986
Certificate, Accounting
Tufts University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Home Financial AnalystFidelity InvestmentsMay 1992 - May 1996
Fidelity Investments August 1986 - June 1991
Education
Bentley College 1984 — 1986
Certificate, Accounting
Tufts University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Jackie Sullivan Royle's Fidelity Investments Experience December 2004 - January 2007
Job Tax Advisor at H & R Block
Industry Retail
Experience
H & R Block January 2007 - Present
Fidelity Investments December 2004 - January 2007
Fidelity Investments December 1999 - January 2004
Fidelity Investments May 1997 - October 1999
State Street Bank September 1994 - May 1995
Skills
Qualified Retirement..., Tax Returns, Girl Scout Leader, General Ledger, QuickBooks, Account Reconciliation, Financial Reporting, Payroll, Financial Analysis, Small Business, Forecasting, Budgets, Tax Preparation, PeopleSoft, Employee Benefits, Microsoft Excel, Tax Accounting, Financial Planners, Trust Management, Trust Services, Tax Reporting, Financial Audits, External Audit, Legal Compliance, Tax Law, Tax Advisory, Retirement Planning, Retail, Research, Financial Accounting, Tax Software, State Tax, Form 5500 preparation, Auditing, Financial Markets, Capital Markets, Stock Market, Corporate Tax, Strategic Financial..., Accounting
Education
Bentley College 1992 — 1994
Bachelor of Science (B.S.), Finance
Cape Cod Community College 1989 — 1992
Associate of Arts (AA), Business Administration
H & R Block January 2007 - Present
Fidelity Investments December 2004 - January 2007
Fidelity Investments December 1999 - January 2004
Fidelity Investments May 1997 - October 1999
State Street Bank September 1994 - May 1995
Skills
Qualified Retirement..., Tax Returns, Girl Scout Leader, General Ledger, QuickBooks, Account Reconciliation, Financial Reporting, Payroll, Financial Analysis, Small Business, Forecasting, Budgets, Tax Preparation, PeopleSoft, Employee Benefits, Microsoft Excel, Tax Accounting, Financial Planners, Trust Management, Trust Services, Tax Reporting, Financial Audits, External Audit, Legal Compliance, Tax Law, Tax Advisory, Retirement Planning, Retail, Research, Financial Accounting, Tax Software, State Tax, Form 5500 preparation, Auditing, Financial Markets, Capital Markets, Stock Market, Corporate Tax, Strategic Financial..., Accounting
Education
Bentley College 1992 — 1994
Bachelor of Science (B.S.), Finance
Cape Cod Community College 1989 — 1992
Associate of Arts (AA), Business Administration
John Szurek's Fidelity Investments Experience May 2007 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Skills
Marketing Communications, Leadership, Strategic Communications, Corporate Communications, Internal Communications, Project Management, Marketing
Education
Bentley College 1984 — 1986
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Fidelity Investments May 2007 - Present
Skills
Marketing Communications, Leadership, Strategic Communications, Corporate Communications, Internal Communications, Project Management, Marketing
Education
Bentley College 1984 — 1986
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Donna Fichera's Fidelity Investments Experience 1994 - 2002
Job
Industry
Experience
State Street 2003 - Present
Fidelity Investments 1994 - 2002
Liberty Financial Companies, Inc. 1990 - 1994
Education
Bentley University
Master of Business Administration (M.B.A.)
Boston College
Bachelor’s Degree, Accounting and Marketing
State Street 2003 - Present
Fidelity Investments 1994 - 2002
Liberty Financial Companies, Inc. 1990 - 1994
Education
Bentley University
Master of Business Administration (M.B.A.)
Boston College
Bachelor’s Degree, Accounting and Marketing
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank