Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
American Express July 2014 - Present
Citi 2011 - July 2014
Citi 2008 - 2011
Citi 2006 - 2008
Citi 2004 - 2006
USAA 2003 - 2003
Sprint 2002 - 2003
Fidelity Investments 1999 - 2002
Self Employed 1999 - 1999
International Computers India Ltd. (ICIL) 1996 - 1999
Skills
SDLC, Unix, Vendor Management, XML, Java, Security, Software Project..., Enterprise Architecture, Object Oriented Design, Requirements Analysis, Java Enterprise Edition, Business Analysis, Agile Methodologies, SOA, C++, Software Design, Leadership, Architecture, Distributed Systems, Project Management, Agile Project Management, Program Management, Commercial Cards, Payments, Payment Systems, Solution Architecture, Clearing Houses (FED,..., Software Development, SWIFT messaging, SEPA, Multi-factor..., PMO, Vendor Finance, Architectures, Oracle, Web Services, SQL, Weblogic
Education
University of Pune 1991 — 1995
B. Tech, Computer Science
C-DAC: Centre for Development of Advanced Computing 1995 — 1996
Diploma, Advanced Computing
Sun Life Financial 2011 - 2015
Sun Life Financial 2011 - 2015
Sun Life Financial June 2005 - January 2011
Fidelity Investments 2003 - 2005
Canada Life 2002 - 2003
Canada Life 2000 - 2003
Skills
Retirement, Pensions, Retirement Planning
Education
University of Regina
Bachelor, Business Administration
Ernst & Young September 2014 - Present
PricewaterhouseCoopers January 2012 - September 2014
Fidelity Investments May 2011 - September 2011
TD Bank April 2010 - May 2011
GTECH May 2009 - March 2010
University of Rhode Island Ram Fund - Student Investment Fund January 2009 - May 2009
Skills
Mergers & Acquisitions, Due Diligence, Income Tax, ASC 740, Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Auditing, Private Equity, Tax, Management
Education
University of Rhode Island 2010 — 2011
Master of Science in Business Administration, Accounting, Magna Cum Laude
University of Rhode Island 2005 — 2009
Bachelor of Science in Business Administration, Finance
The Washington Trust Company February 2013 - Present
Fidelity Investments 2006 - 2013
Education
University of Rhode Island
Finance
State Street May 2015 - Present
Fidelity Investments June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Financial Modeling, Financial Analysis, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Corporate Finance, Investment Banking, English, SAS, R, Hypothesis Testing, Regression Models, Matlab, Minitab, Facebook, Public Speaking, Social Media, Leadership, Time Management, Event Planning
Education
University of Pittsburgh 2011 — 2015
Economics-Statistics
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - Present
TJX February 2014 - June 2014
Silverman McGovern Staffing and Recruiting November 2012 - March 2014
Dream Careers Inc. September 2011 - January 2012
Skills
LinkedIn Recruiter, Sourcing, College Recruiting, Recruiting, Interviews, Contract Recruitment, Screening Resumes, Human Resources, Resume Writing, Onboarding, Screening, Networking, Talent Acquisition, Applicant Tracking..., Temporary Staffing, Boolean Logic, LinkedIn Advertising, HireVue
Education
University of Rhode Island 2008 — 2012
B.S. Human Development and Family Studies
North Smithfield High School
Baby Got Booth March 2015 - Present
Mint Leaf Media April 2014 - Present
Trellon November 2013 - March 2014
Perspectives corporation November 2011 - January 2014
Providence Business News May 2013 - November 2013
Providence Children and Youth Cabinet May 2013 - August 2013
Tamara Myles Consulting May 2013 - August 2013
Fidelity Investments January 2013 - May 2013
Tides Family Services May 2011 - November 2011
Airlift Research Foundation May 2010 - August 2010
Skills
Psychology, Non-profits, Community Outreach, Crisis Intervention, Social Services, Case Managment, Program Development, Group Therapy, Adolescents, Mental Health Counseling, Teaching, Grant Writing, Mental Health, CBT, Play Therapy, Six Sigma, Nonprofits, Volunteer Management, Public Speaking, Fundraising, Leadership Development, Research, Event Planning, Grants, Psychotherapy, Social Media Marketing, Social Media, Interventions, Child Development, Marketing, Blogging, Behavioral Health, Family Therapy, Program Management, Speech Writing, Online Marketing, PowerPoint, Events, Case Management, Healthcare, Conflict Resolution, Time Management, Event Management, Marketing Strategy, Marketing Communications
Education
University of Rhode Island 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Rhode Island 2009 — 2012
BA, Psychology
College Preparation, East Providence High School 2005 — 2009
MarkLogic April 2015 - Present
SAP March 2011 - April 2015
SAP BusinessObjects April 2009 - February 2011
BusinessObjects July 2007 - March 2009
Inxight Software Inc. June 2005 - July 2007
Inxight Software Inc. June 2001 - May 2005
Inxight Software Inc. Inxight Software Inc February 1998 - May 2001
Fidelity Investments August 1996 - February 1998
Siemens Communication Software July 1994 - July 1996
Skills
Agile Methodologies, Text Analytics, Software Development, Information Retrieval, Software Engineering, Software Design, Enterprise Software, Java, Integration, Distributed Systems, Scrum, Information..., ETL, Data Stewardship, Data Quality, Information Governance, Master Data Management, Incident Handling, Big Data, C, Management, Architecture, Product Management, Hadoop
Education
University of Pune 1989 — 1993
Bachelor of Engineering, Electronics and Telecommunication
Fidelity Investments August 2012 - Present
New York Life September 2008 - August 2012
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Economics
University of Rhode Island 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Raphael Academy 2000 — 2004
High School
Fidelity Investments July 2014 - Present
Skills
Objective-C, Java, C#, .NET, Swift, AngularJS, C++, CUDA, MySQL, PHP, C, HTML, SQL, JavaScript, CSS, Photoshop, Matlab, Visual Studio, Eclipse, IntelliJ IDEA, Linux, Python, Microsoft SQL Server, Pthreads, OpenMP, Git, Computer Science, Visual Basic, Oracle SQL Developer, Oracle Database, RTC
Education
University of Rhode Island 2010 — 2014
Bachelor’s Degree, Mathematics and Computer Science
Fidelity Investments January 2015 - Present
FM Global June 2014 - December 2014
Applebees International June 2010 - July 2014
Skills
HTML, Java, CSS, JavaScript, PHP, Time Management, Learning Management..., Dreamweaver, Python, AngularJS, RTC, Data Structures, C#, Unity3D, Coda, Alice, Survival Training, Boy Scouts, Serve Safe Certified, VBScript, MySQL, Instructional Design, Restaurants, Food Service, Fine Dining, Microsoft Office, Microsoft Word, Spring MVC, Web Services, Github, Bootstrap, Spring Framework, Agile Methodologies, Software Development
Education
University of Rhode Island 2011 — 2014
Bachelor’s Degree, Computer Science, 3.55
Cohen & Steers November 2014 - March 2015
Eisai December 2013 - September 2014
University of North Carolina at Chapel Hill April 2013 - September 2013
Fidelity Investments September 2011 - February 2012
Peacock Connections LLC February 2010 - September 2011
Piedmont Investment Advisors September 2009 - January 2010
Egon Zehnder International April 2008 - March 2009
Fidelity Investments January 2006 - April 2008
Skills
Team Building, Project Management, Leadership, Time Management, Event Management, Strategy, Conflict Resolution, Non-profit..., Project Planning, Business Communications, Community Outreach, Budgets, PowerPoint, Public Speaking, Entrepreneurship, Global Recruiting, Accounts Payable, Social Media, Toastmasters, Travel Management, Networking, Program Management, SharePoint, Budget Tracking, Cost Reduction..., Financial Recruiting, Background Checks, New Hire Orientations, Negotiation, Client Services, Internal Audit, Databases, Microsoft Dynamics, Business Culture, Hindi, QuickBooks, PeopleSoft, Executive Management, Market Research, Fundraising, Finance, Research, CRM, Board Presentations, SAP, Maximo
Education
University of Pune
Bachelor of Arts, English Literature
University of Pune
Masters Degree, Human Resources
Fidelity Investments January 2015 - Present
University of Rhode Island Recreation Department November 2013 - December 2014
University of Rhode Island September 2013 - December 2014
University of Rhode Island Intramural Sports January 2013 - November 2013
The First Tee of New Hampshire June 2013 - September 2013
Red Iguana Mexican Restaurant May 2012 - September 2012
East Kingston Recreation Department June 2008 - January 2011
Applecrest Farms August 2010 - December 2010
Education
University of Rhode Island 2011 — 2014
B.S, Business Administration-Finance
Exeter High School 2007 — 2011
Fidelity Investments March 2015 - Present
Elliott Davis, LLC October 2014 - March 2015
Square 1 Bank January 2013 - July 2014
Unversity of PIttsburgh June 2005 - December 2012
Skills
Program Management, Sarbanes-Oxley Act, Management, Auditing, Risk Management, Internal Audit, Vendor Management, Banking, Software Documentation, Finance, Public Speaking, Strategic Planning, Nonprofits, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Research, Policy, Customer Service, Staff Development, Coaching, Training, Financial Analysis, Non-profits
Education
American Bankers Association, Stonier Graduate School of Banking 1991 — 1994
University of Oklahoma
American Bankers Association, National Graduate Compliance School
University of North Carolina
American Bankers Association, Trust Audit & Compliance School
University of Pittsburgh 1975 — 1979
Bachelor of Arts, Dual Major Economics, Political Science
Fidelity Investments 1996 - Present
Fidelity Investments 2010 - 2014
CA Technologies 1988 - 1996
Henco Software 1986 - 1988
Pratt & Whitney 1984 - 1986
Skills
Enterprise Architecture, Data Warehousing, Java, Websphere, JavaScript, Compliance, Human Resources, Solution Architecture, System Architecture, XML, Databases, JSP, J2EE Web Services, J2EE Application..., SQL, Visio, Tableau, Agile Methodologies, Requirements Analysis, Non Functional, System Requirements, Governance, SDLC, ALM, Architecture, Software Project..., Java Enterprise Edition, Software Development, Web Services, Application Architecture, Integration, Software Design, Information Technology, IT Strategy, Requirements Gathering, Software Engineering, Enterprise Software, Design Patterns, Project Portfolio..., Technical Architecture, SaaS, Web Applications, ETL, SOA, Systems Analysis, Business Intelligence, SharePoint, Hibernate, Disaster Recovery, Continuous Integration
Education
University of Rhode Island 1980 — 1984
MS, Applied Mathematics
Fidelity Investments January 2000 - Present
US Army August 1991 - November 2014
Skills
Business Case..., Roadmap, Market Requirements, Military Leadership, US Army, Competitive Analysis, Military Experience, Product Innovation, Defense Support to..., Intelligence Analysis, Force Protection, Strategic Planning, Vendor Management, Service Level Management, Mobile Technology, Product Launch, Business Case, Technology, Intelligence, Military, Market Requirements..., Army, Leadership, IT Strategy, Product Management, Team Leadership, Operational Planning, Risk Management, Management, Security Clearance, Defining Product..., Pragmatic Marketing..., Product Road Mapping, SDLC, Portfolio Management, Financial Services, Integration, Program Management, Business Continuity, Command, Organizational..., Cross-functional Team..., Requirements Analysis, Securities, Process Improvement, Mutual Funds, Series 7, Information Security, Operations Management, Strategic Leadership
Education
Webster University (AT) 1997 — 2000
MBA, Information Management
University of Rhode Island 1989 — 1994
BS, Accounting
Wilton HS 1987 — 1989
Huntington High School 1985 — 1987
Gist Digital March 2013 - Present
Yoonify.us March 2013 - Present
Fidelity Investments April 2013 - May 2013
USAToday/Gannett Co. Inc. November 2012 - March 2013
Gannett April 2011 - November 2012
Daon April 2010 - April 2011
AOL February 2007 - April 2010
AOL March 2003 - February 2007
AOL May 2001 - March 2003
Elock Technologies February 2000 - April 2001
Skills
Mobile Advertising, iOS development, Vendor Management, Mac OS, Technology Management, Web Development, Cloud Computing, CMS, Management, Mobile Applications, Mobile Devices, Mobile Internet, Mobile Technology
Education
University of Pune 1994 — 1998
B.E, Computer Science
St. Vincent's High School 1982 — 1994
High School Science Diploma
Fidelity Investments March 2015 - Present
BNY Mellon July 2013 - March 2015
Xerox May 2012 - August 2012
University of Pittsburgh September 2011 - May 2012
Murch & Wise, PC. September 2003 - August 2011
International Art Acquisitions, Inc. May 2011 - July 2011
UBS April 2010 - July 2010
Skills
Accounting, Accounts Receivable, Accounts Payable, Bookkeeping, Financial Accounting, Microsoft Excel
Education
University of Pittsburgh 2009 — 2013
BSBA, Finance, Accounting
Harmonix Music Systems June 2015 - Present
Fidelity Investments October 2013 - June 2015
Treatwellness September 2011 - September 2013
lululemon athletica September 2009 - September 2011
Waldman Diamond Company July 2008 - September 2009
PaySimple May 2007 - June 2008
Education
University of Rhode Island 1998 — 2002
Bachelor of Science, Human Development and Family Studies
Fidelity Investments April 1998 - Present
Skills
System Architecture, Architecture, Java, Agile Methodologies, Software Development, Enterprise Architecture, Application Architecture, Web Services, SOA, JavaScript, Software Project..., Websphere, SDLC, Requirements Analysis, Java Enterprise Edition, Agile Project Management, Solution Architecture, Scrum, Architectures, Unix, XML, Systems Analysis
Education
University of Rhode Island 1987 — 1991
BS, Electrical Engineering
Fidelity Investments January 2012 - Present
Fidelity Investments 2010 - January 2012
Fidelity Investments March 2008 - 2010
University of Michigan Business School October 2006 - January 2008
CUNA Mutual Group February 2004 - June 2006
Directions in Research August 2003 - January 2004
Franklin Templeton Investments 1999 - 2002
Franklin Templeton Investments 1999 - 2002
Education
FINRA 2008 — 2011
Series 7, Series 63 & Series 65 licenses, General Securities Registered Representative
Symbiosis Institute of Business Management 1998 — 1999
PGD in Financial Management, Corporate Finance, Security Analysis and Portfolio Mgmt, Taxation, Retail Banking & Wealth Mgmt
University of Pune 1995 — 1998
B. Com, Cost Accounting, Marketing, Salesmanship & Publicity
Vikaasa Higher Secondary school - Madurai 1992 — 1995
Banking & Finance, Commerce, Economics, Financial Accounting
St. Joseph's High School, Bangalore
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
Freelance UX Design October 2013 - Present
Fidelity Investments October 2012 - October 2013
(add)ventures February 2012 - November 2012
Schneider Electric August 2008 - September 2011
APC-MGE February 2007 - August 2008
APC January 2006 - January 2007
CVS Pharmacy May 2005 - August 2005
CVS Pharmacy August 2003 - August 2004
Skills
Web Design, Web Graphics, Internet Security, Computer Hardware, Usability, Microsoft Office, HTML, CSS, Project Management, JavaScript, PowerPoint, Rapid Prototyping, Wireframes, OS X, Networking, Troubleshooting, Windows, Usability Testing, Information Architecture, Testing, User Interface, User Interface Design, User Experience Design, User Experience, Web Development
Education
University of Rhode Island 2004 — 2008
BA, Computer Science
University of Rhode Island 2004 — 2008
Graduate certificate, Digital Forensics
CVS Health November 2012 - Present
Hasbro January 2010 - November 2012
Hasbro November 2005 - January 2010
CUSA Technologies November 2003 - November 2005
Fidelity Investments January 2001 - November 2003
United Way of the Great Salt Lake Area March 1998 - November 2000
Skills
Copy Editing, Proofreading, Process Improvement, Writing, Editing, Copywriting, Adobe Acrobat, Creative Writing, Marketing Communications, Newsletters, Books, Adobe Creative Suite, Content Development, Mac, Publishing, Facebook, Creative Direction, Content Management, Storytelling, Web Content, Content Strategy, InDesign, Press Releases, Email Marketing, Editorial, Social Media, Publications, SEO, Microsoft Office, Advertising, Social Media Marketing, Blogging
Education
University of Utah 1992 — 1997
Bachelor’s Degree, Communication
University of Puget Sound 1990 — 1991
Biology Major
Fidelity Investments March 2015 - Present
Rhode Island Office of the Auditor General October 2011 - February 2015
Narragansett Town Beach May 2007 - August 2013
Rhode Island Auditor General June 2011 - August 2011
University of Rhode Island January 2011 - May 2011
Skills
Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, QuickBooks, Data Analysis, Event Planning, Public Speaking, Financial Accounting, Facebook, Research, Auditing, Social Media, Critical Thinking, Budgets, Access, Financial Reporting
Education
University of Rhode Island 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Bishop Hendricken High School 2003 — 2007
High School Diploma
Fidelity Investments May 2011 - Present
Fidelity Investments February 2007 - May 2011
Fidelity Investments August 2006 - February 2007
Fidelity Investments February 2001 - July 2006
Skills
Software Quality..., Team Management, Product Life Cycle, SDLC, Waterfall, Quality Center, Agile Methodologies, User Acceptance Testing, Requirements Analysis, Test Planning, Software Project..., Quality Assurance, Program Management, Web Services, Management, Project Management, Requirements Gathering, Test Automation, Software Development, HP Quality Center
Education
University of Pune 1997 — 1999
MBA, Information Technology
University of Pune 1992 — 1996
Engineering, Instrumentation
Pfizer April 2013 - Present
Pfizer October 2010 - March 2013
Pfizer, Inc. 2008 - 2009
Pfizer, Inc April 2002 - December 2007
Pfizer Pharmaceuticals 2002 - 2007
Fidelity Investments January 1997 - October 2001
Fleet Bank August 1992 - December 1996
Pro Systems 1988 - 1991
Skills
Change Management, Project Management, Business Process..., MS Project, Program Management, Business Analysis, Resource Management, SDLC, Requirements Gathering, Business Process, Business Intelligence, Project Portfolio..., CRM, Cross-functional Team..., Quality Assurance, Leadership, SharePoint, Management, Vendor Management, Outsourcing, Process Improvement, Team Leadership, Project Planning, Software Project..., Analysis, Contract Negotiation, Software Documentation, Enterprise Architecture, Strategic Planning, Requirements Analysis, IT Strategy, PMO, PMP, ITIL, Integration, Strategy, Consulting, Pharmaceutical Industry, Information Technology, IT Management
Education
University of Rhode Island 1972 — 1976
BS
Fidelity Investments July 2015 - Present
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Financial Analysis, Time Management, Microsoft Office, Public Speaking, Research, Team Leadership, Data Analysis, Event Planning
Education
University of Rhode Island 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Fidelity Investments May 2015 - Present
UBS Wealth Management April 2014 - May 2015
UBS Wealth Management May 2013 - April 2014
UBS Wealth Management June 2008 - May 2013
Skills
Wealth Management, Series 7, Investments, Securities, Equities, Asset Allocation, Trading, Portfolio Management, Strategy, Series 63
Education
University of Rhode Island 2009 — 2013
Bachelors of Science, Finance
Symantec May 2013 - Present
Fidelity Investments July 2012 - April 2013
C Speed January 2012 - June 2012
Syracuse University August 2010 - May 2012
IBM ISL Tivoli Software Group November 2008 - August 2010
Skills
Software Development, Solaris, Virtualization, Java, CSS, Cloud Computing, .NET, Data Center, AIX, SQL, Linux
Education
University of Pune 2004 — 2008
BE, Computer
Fidelity Investments February 1994 - Present
Prime Computer 1989 - 1994
Unisys 1987 - 1989
Skills
ClearCase, Rational Team Concert, Hudson, Nexus, Software Configuration..., Build Forge, Release Engineering, Release Management, Continuous Integration, SDLC, Configuration Management, Maven, CVS, Agile Methodologies, Unix, Quality Assurance, Solaris, Process Improvement, Jenkins, CruiseControl, Perl, Shell Scripting, Software Engineering, Software Development, Software Project..., Requirements Analysis
Education
University of Rhode Island 1983 — 1987
BS, Computer Science, Math
Fidelity Investments September 2014 - Present
Fidelity Investments June 2014 - July 2015
Gregg's Restaurant May 2010 - May 2015
Cumulus Media January 2014 - May 2014
URI September 2011 - May 2012
Skills
Online Advertising, Dance, Writing, Website Promotion, Marketing Communications, PowerPoint, Radio Promotions, Event Planning, Coordinating Events, Microsoft Office, Public Speaking, Press Releases, Media Kit Development, Brochure Production, Backgrounders, Fact Sheets, Website Creation, On-air Experience, Customer Satisfaction, News Writing, Text Editing
Education
University of Rhode Island 2011 — 2015
Bachelor's Degree, Public Relations, Minor in Writing, 3.13 overall, 3.6 in major
Fidelity Investments July 1999 - September 2003
Education
University of Rhode Island 1995 — 1998
Bachelor of Arts (BA), Communication and Media Studies & Business
Fidelity Investments July 2012 - Present
Fidelity Investments August 2010 - June 2012
GTECH Corporation September 2008 - September 2009
RIDOT May 2008 - August 2008
Education
University of Rhode Island
BA, Computer Science
BalaBit August 2015 - Present
Varonis September 2014 - September 2015
Tufin Technologies January 2013 - October 2014
Fidelity Investments March 2012 - December 2012
Paychex 2010 - April 2012
Aerotek Engineering 2008 - 2010
Skills
Business to business..., Source and develope..., Attracte and retaine..., Cold Calling, Salesforce.com, Account Management, Sales Process, Sales, Direct Sales, Selling, New Business Development, Sales Management, Lead Generation, Sales Presentations, Business Development, Sales Operations, Marketing, Customer Retention, Solution Selling, Customer Service, Marketing Strategy, Negotiation, CRM, B2B, Forecasting, Building Relationships
Education
University of Rhode Island
Bachelor's degree, Communication, General
Fidelity Investments August 2005 - Present
Ness Technologies נס טכנולוגיות 2003 - 2005
IMO Communications Pvt.Ltd 2001 - 2003
Skills
SDLC, Agile Methodologies, Software Project..., Quality Center, Test Management, Requirements Analysis, Vendor Management, User Acceptance Testing, Program Management, Business Analysis, Waterfall, Software Quality..., Process Improvement, System Testing, PMP, Test Automation, QTP, Test Planning, Test Strategy, Agile Project Management, Regression Testing, Agile Testing, Testing, Integration, Quality Assurance, Requirements Gathering, Project Management, Scrum, Strategy, Manual Testing, Team Management, Project Delivery, Resource Management, Enterprise Software
Education
University of Pune 1996 — 1998
Master of Business Administration (M.B.A.)
Fidelity Investments May 2013 - Present
Citizens Bank April 2011 - May 2013
Astonish Results November 2009 - April 2011
Education
Northeastern University 2007 — 2008
Masters of Science, Technological Entrepreneurship
University of Rhode Island 2003 — 2007
Bachelors of Science, Finance
Bank of America November 2014 - Present
On Sabbatical July 2013 - March 2014
TIAA-CREF April 2008 - June 2013
Adjectec Information Design May 1993 - March 2008
Fidelity Investments January 2007 - February 2008
NewRiver, Inc. May 2005 - October 2006
CMGI November 1996 - August 2001
Skills
Agile Methodologies, SDLC, User Experience, Vendor Management, Business Analysis, Project Management, Agile Project Management, Program Management, Content Management, Information Design, Scrum, Product Management, User Interface Design, Software Project..., PMP, Financial Services, Interaction Design, CRM, SharePoint, Requirements Gathering, Analytics, Technical Documentation, Testing, Visio, Web Applications, Information Architecture, Usability Testing, Requirements Analysis, Management, Leadership, PMO, Usability, Software Documentation, SaaS, Agile Product Ownership, Project Planning, Variable Data Publishing, Rational Team Concert, Microsoft Project, Rational Requirements..., SharePoint..., HTML/CSS, Fireworks, Dreamweaver; PhotoShop;..., InDesign; PageMaker;..., e-Publisher;..., IBM Sys 34/36/38, QuickBase, Integration, DMAIC
Education
LeanAgile Training
Certified Scrum Master
Risk Management
RMStudy
Scrum Product Ownership
BigVisible Solutions
Professional Scrum Foundations
Cardinal Solutions (Scrum.org)
ECM Practitioner
Enterprise Content Management, AIIM (Association for Information and Image Management)
ECM Specialist
Enterprise Content Management, AIIM (Association for Information and Image Management)
Rational Requirements Composer
Island Training
PMP Boot Camp
PMStudy
University of Rhode Island
Bachelor of Arts (B.A.)
Fidelity Investments July 2015 - Present
Bellhops August 2014 - January 2015
Maddalone and Associates, Inc. May 2013 - August 2013
Skills
Finance, Marketing, Recruiting, Microsoft Office, Team Leadership, Financial Modeling, Public Speaking, Microsoft Word, Social Media, Customer Service, Teamwork, Leadership, Time Management, Economics, Statistics, Property Management, International Relations, Client Relations, Event Management, Investment Management
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Finance, Senior
Citizens Investment Services February 2015 - Present
RBS Citizens Financial Group September 2013 - February 2015
Citizens Financial Group May 2011 - September 2013
Fidelity Investments March 2007 - October 2008
Skills
Banking, Sales, Salesforce.com, Sales Management, Credit Analysis, Portfolio Management, Account Management, Relationship Management, Sales Process, Risk Management
Education
University of Rhode Island 2000 — 2005
Bachelor of Arts (B.A.), Economics
Fidelity Investments April 2011 - Present
Advent Software November 2009 - February 2011
Fidelity Investments May 2005 - November 2009
Advent Software November 1995 - May 2005
Education
University of Pittsburgh
Staples 2012 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 1998 - 2005
Veritude 1997 - 1998
Skills
Communication Skills, Writing, Proofreading, Event Management, Event Planning, Team Building, Vendor Relationships, Corporate Events, Project Management, Customer Service, Trade Shows, Budget, Travel Planning, Microsoft Office, Visio, Web Site Editing, HTML, SharePoint, Documentum, MS Project
Education
Boston University Corporate Education Center
Project Management
University of Rhode Island
English Language and Literature, General
LaSalle Academy
Fidelity Investments September 2012 - Present
Carousel Industries May 2011 - July 2012
Textron January 2011 - May 2011
Kido Communications, LLC December 2010 - January 2011
Me Two You, LLC December 2010 - January 2011
Save the Bay September 2010 - December 2010
Boston Design Guide May 2010 - September 2010
Skills
Writing, Editing, Fundraising, Event Management, Corporate Communications, Press Releases, Online Marketing, Event Planning, Newsletters, Marketing, Time Management, Customer Service, Research, Nonprofits, Proofreading
Education
University of Rhode Island 2007 — 2011
Bachelor of Arts and Sciences, Communications
Medfield High School 2003 — 2007
State Street December 2014 - Present
The CHT Group January 2013 - November 2014
The CHT Group September 2011 - November 2013
Fidelity Investments July 2007 - June 2011
Clarendon Group September 2005 - July 2007
Ball Janik-LLP January 2005 - July 2005
Skills
Media Relations, Strategic Communications, Public Affairs, Marketing Communications, Corporate Communications, Communications Planning, Internal Communications, Message Development, Political Campaigns, Leadership, Crisis Management, Speech Writing, Market Research, Strategic Planning, Public Relations, Social Networking, Integrated Marketing, Public Policy, Business Development, Brand Management, Marketing, Press Releases, Social Media, Business Planning, Analysis, Crisis Communications, Strategy, Corporate Social..., Public Speaking, Research, Politics, Nonprofits, Policy, Community Development, Editing, Proposal Writing, Newsletters, Blogging, Event Management, Program Management, Communication Training, Social Media Marketing, Messaging, Legislative Relations, Community Outreach, Communication, Government, Marketing Strategy
Education
University of Rhode Island 2001 — 2005
B.A.
The Washington Center 2005 — 2005
AIG February 2015 - Present
Curian Capital April 2013 - January 2015
Jackson National Life Distributors LLC March 2007 - January 2015
Fidelity Investments October 2004 - March 2007
Jackson National Life Distributors LLC March 1999 - December 2003
Skills
Series 7, Series 63, CRPC, Series 66, certified fund..., Unified Managed Accounts, Investments, Retirement Planning, Mutual Funds, 401k
Education
University of Rhode Island 1988 — 1992
BA, English
Katharine Gibbs 1992 — 1993
Paralegal, Paralegal Studies
St. Dunstan's Day 1984 — 1988
High School
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments February 2011 - August 2013
University of Rhode Island July 2010 - February 2011
University of Rhode Island May 2008 - July 2010
University of Rhode Island Athletics 2007 - 2008
Education
University of Rhode Island 2004 — 2008
Bachelors, Business Administration
University of Rhode Island - College of Business Administration 2004 — 2008
Business Administration, Marketing, Women's Studies
Fidelity Investments June 2015 - Present
University of Rhode Island September 2014 - May 2015
University of Rhode Island - Digital Forensics and Cyber Security Center January 2014 - May 2014
University of Rhode Island September 2013 - December 2013
Scarborough State Beach June 2011 - August 2013
Fisherman's Memorial State Park August 2012 - October 2012
Skills
Java, C++, Computer Science, Programming, Photoshop, Microsoft Office, Gantt Project, Software Engineering
Education
University of Rhode Island 2011 — 2015
Bachelor of Science (B.S.), Computer Science
University of Rhode Island 2011 — 2015
Minor, Digital Forensics
University of Rhode Island 2011 — 2015
Minor, Cyber Security
North Kingstown High
Eagle Investment Systems March 2000 - Present
Charles River Development August 1997 - February 2000
Fidelity Investments August 1996 - August 1997
Price Waterhouse 1992 - 1996
Skills
Fund Accounting, Middle Office, Corporate Actions, Back Office, Fixed Income, Business Analysis, Financial Services, Reference Data, Performance Measurement, Asset Managment, Mutual Funds, Data Warehousing, Equities, Trading Systems, Derivatives, Securities, Investments, Market Data, Order Management
Education
University of Rhode Island 1988 — 1992
1992, Accounting
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science, Accounting
Syosset High School 1985 — 1988
Fidelity Investments April 2013 - Present
Fidelity Investments June 2012 - April 2013
Fidelity Investments May 2011 - June 2012
Fidelity Investments April 2010 - May 2011
Skills
SQL, Oracle, Informatica, Data Analysis, ETL, Data Warehousing, Control M, Unix, PL/SQL, Kanban, Agile Methodologies, Data Modeling, Scrum, Autosys, SQL Tuning, SDLC, R, Unix Shell Scripting, Core Java, Shell Scripting
Education
University of Rajasthan 2005 — 2009
Bachelor of Engineering (BE), Computer Science
Beautycounter January 2014 - Present
Fidelity Investments January 1997 - March 1999
Fidelity Investments January 1994 - January 1997
Fidelity Investments July 1982 - January 1994
Skills
Project Management, Relationship Management, Sales
Education
University of Rhode Island 1978 — 1982
Bachelor of Science (BS), Marketing/Marketing Management, General
RSA, The Security Division of EMC February 2011 - Present
Gail Lever, Inc May 1997 - February 2011
Fidelity Investments February 1994 - May 1997
Source EDP (Kforce) March 1986 - February 1994
Skills
Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Talent Management, Staffing Services, Customer Service, Contract Recruitment, Benefits Negotiation, Vendor Management, Employee Relations, Human Resources, Sourcing, Screening Resumes, College Recruiting, Internet Recruiting, Process Improvement, Onboarding, Screening, Executive Search, Temporary Placement, IT Recruitment, Staff Augmentation, SDLC, Interviews, Workforce Planning, Employer Branding, Hiring, Permanent Placement, Resource Management
Education
Cornell University
Bachelor of Science (BS)
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Invesco US October 2014 - Present
Invesco US February 2014 - September 2014
Fidelity Investments December 2013 - February 2014
Fidelity Investments June 2012 - December 2013
COMMONWEALTH FINANCIAL January 2010 - May 2012
Skills
Mutual Funds, Accounting, Finance, Financial Analysis, Management, Customer Service, Microsoft Excel, Sales, Team Leadership, Time Management, Leadership, Team Building, Spreadsheets, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BS, BUSINESS ADMINISTRATION; Finance and Economics
Consultant September 2012 - October 2013
DST Global Solutions August 2008 - January 2011
DST International August 2006 - August 2008
BGI July 2000 - July 2002
Wellington December 1997 - July 2000
Fidelity Investments March 1996 - December 1997
Coopers and Lybrand 1988 - 1993
Skills
Equities, Fixed Income, Portfolio Management, Investments, Risk Management, Banking, Derivatives, Asset Managment, ETFs, Hedge Funds, Capital Markets, Bloomberg, Financial Modeling, Market Risk, Finance, Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance
University of Toronto 1982 — 1986
BSc., Economics and Statistics
Phillips Academy 1977 — 1981
Fidelity Investments June 2012 - Present
Fidelity Investments January 2010 - June 2012
Fidelity Investments November 2006 - December 2009
Veritude July 2006 - November 2006
Skills
529 Plans, College Savings Plans, Series 6, Series 63, Product Management, Relationship Management, Mutual Funds, Financial Services, Equities, Wealth Management, Investments, Fixed Income, Business Analysis, Financial Analysis, Asset Managment, Asset Allocation, Analytics, Series 7, Securities
Education
University of Rhode Island 2002 — 2006
Bachelors, Finance
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelor's Degree, Business Administration, Finance
Fidelity Investments August 2014 - Present
Philips November 2013 - July 2014
GTECH August 2006 - November 2013
The Newport Daily News February 2005 - July 2006
Skills
Marketing, Project Management, Proposal Writing, RFP, Marketing Communications, Editorial, Marketing Strategy, Technical Writing, Project Planning, New Business Development, Operations Management, Business Strategy, Competitive Analysis, Corporate Communications, Microsoft Office, Process Improvement, Budgets, Social Media, Business Development, Social Networking, Editing, Leadership, Program Management, Team Building, Publishing, Strategic Planning, CRM, Public Relations, Copywriting, Strategy, Training, Strategic Communications, Time Management, Social Media Marketing, Market Research, Account Management, Negotiation, Product Marketing, Salesforce.com, PMP, Change Management, Telecommunications, Team Leadership, SDLC, Vendor Management, Cross-functional Team..., Start-ups, Management, Contract Negotiation, Requirements Analysis
Education
University of Rhode Island 1998 — 2002
Bachelor of Arts (B.A.), Journalism/Political Science
Vantiv (formerly Litle & Co.) February 2010 - Present
Fidelity Investments December 2000 - January 2010
Sybase September 1999 - December 2000
GTECH September 1993 - September 1999
Interboro Systems Corporation October 1987 - September 1993
Associated Data, Inc. April 1986 - September 1987
Education
University of Rhode Island
B.S., Computer Science
Worcester Polytechnic Institute
Continuing Ed., Computer Science
Diverve, Inc January 2000 - Present
Fidelity Investments 2001 - 2006
Skills
Cross-functional Team..., Software Project..., Software Development, XML, Agile Methodologies, Change Management, SQL, SOA, JavaScript, Visio, SDLC, Requirements Analysis, Business Analysis, Integration, Project Management, Scrum
Education
University of Rhode Island 1988 — 1996
National Network of Digital Schools (NNDS) March 2014 - Present
ServiceLink March 2009 - February 2014
Technical Writing, Marketing & Business Projects 2001 - 2008
Fidelity Investments September 2006 - May 2007
Corporate Solutions, LLC October 2001 - September 2002
Cerebellum Software June 1999 - February 2001
OpSoft Technologies August 1998 - May 1999
Better Business Bureau of Western PA April 1996 - August 1998
Better Business Bureau of Western PA December 1993 - April 1996
Better Business Bureau of Western PA September 1990 - December 1993
Skills
Scrum, Requirements Gathering, Requirements Management, Online Help, Content Management, Business Analysis, Requirements Analysis, Technical Communication, SDLC, Microsoft Office, Microsoft SQL Server, Quality Assurance, Windows, Manuals, Integration, Oracle, Program Management, Process Improvement, Management, Databases, Vendor Management, Business Intelligence, Software Development, Strategic Planning, Visio, SQL, Software Documentation, SharePoint, Agile Methodologies, Software Project...
Education
University of Pittsburgh 1982 — 1985
Bachelor of Arts (B.A.), Sociology; Minor: Economics
Tech Mahindra October 2011 - Present
Tech Mahindra December 2005 - Present
Fidelity Investments July 2005 - December 2005
Perot Systems 1999 - 2005
Skills
New Business Development, Business Process..., Global Client Management, Client Development, Vendor Management, Marketing, Sales, Leadership, Management
Education
University of Pune 1995 — 1997
MBA, Human Resource
Fidelity Investments April 2009 - Present
Marcello's Sausage Co. June 2007 - Present
Fidelity Investments February 2006 - March 2009
Fidelity Investments January 2005 - January 2006
Fidelity Investments September 2003 - December 2004
Fidelity Investments September 2001 - August 2003
Tasca Ford Sales June 1998 - August 2001
Skills
Series 7, Series 63, Financial Services, Retirement Planning, Investments, Insurance, Financial Planning, Asset Allocation, Mutual Funds, Retirement, 401k
Education
University of Rhode Island 1996 — 1999
Bachelor of Business Administration (B.B.A.)
CVS Health October 2011 - Present
Boston Scientific July 2009 - 2011
Fidelity Investments 2007 - December 2008
Charles River Laboratories 2003 - 2007
Teradyne 2000 - 2003
KPMG Consulting LLS 1995 - 2000
MIT 1990 - 1995
Peat Marwick 1981 - 1990
EDS 1979 - 1981
Skills
Visio, Process Improvement, Business Analysis, Quality Assurance, PMP, Project Management, SDLC, Program Management, MS Project, PMO, CRM
Education
University of Rhode Island 1974 — 1978
Bachelor of Science (BS), Management Science
Blue Cross & Blue Shield of Rhode Island September 2007 - Present
Blue Cross & Blue Shield of RI March 1995 - Present
MetLife Auto & Home September 2005 - October 2006
CVS Pharmacy July 1997 - December 2003
CVS Corp. 1997 - 2003
Fidelity Investments 1995 - 1997
Network Six 1994 - 1996
Skills
Program Management, Forecasting, Budgets, Process Improvement, Risk Management, PMP, Vendor Management, Finance, Human Resources, Project Management, SDLC, Business Analysis, Payroll, IT Strategy, Visio, Business Intelligence, Enterprise Architecture, Corporate Governance, Health Insurance, HIPAA, Software Documentation, Lotus Notes, Requirements Analysis, Management, Access
Education
University of Rhode Island 1974 — 1978
BS, Organizational Management
Fidelity Investments October 2013 - Present
Fidelity Investments September 2009 - September 2013
Fidelity Investments February 2007 - September 2009
Sun Life Financial September 2001 - February 2007
Skills
Mutual Funds, Series 7, Series 63, Series 9, Series 10, Investments, Retirement Planning
Education
University of Rhode Island 1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Admirals Bank September 2014 - Present
Embrace Home Loans NMLS # 2184 October 2012 - September 2014
New York Life Insurance Company July 2011 - September 2012
DC Advisors, LLC September 2010 - May 2011
Bank of America October 2006 - March 2009
Bank of America October 2006 - March 2009
Fidelity Investments March 2003 - October 2006
Fidelity Investments July 2000 - March 2003
Advanced Financial January 1999 - March 2000
Home Loan and Investment Bank 1996 - 1999
Skills
Credit, Investments, Analysis, Management, Loans, Real Estate, Mortgage Lending, Retirement Planning, Financial Services, Residential Homes, Banking, Investment Properties
Education
University of Rhode Island
Bachelor, Economics
Bishop Hendricken HS 1981 — 1984
Fidelity Investments February 2013 - Present
Fidelity Investments October 2000 - February 2013
Skills
Disaster Recovery, Vendor Management, Data Center, ITIL, IT Operations, Incident Management, Troubleshooting, Cisco Technologies, Servers, Routers, Hardware, Technical Support, Switches, TCP/IP, System Deployment, Unix, Solaris, DNS, Firewalls, VMware, IT Management
Education
University of Rhode Island 1995 — 1998
Touchstone Investments March 2014 - Present
Huntington Funds 2009 - March 2014
Fidelity Investments 2000 - 2009
Education
University of Rhode Island 1995 — 1999
B.S., Business Adminstration
Marketing and Event Consultant 2012 - 2015
Audubon Society of Western Pennsylvania January 2011 - August 2012
Fidelity Investments 2000 - 2003
Georgia Museum of Art June 1999 - April 2000
Skills
Event Planning, Advertising, Event Management, Social Media, Public Relations, Marketing Communications, Marketing, Social Media Marketing, Media Relations, Marketing Strategy, Strategic Planning, Fundraising, Press Releases, Brand Development, Account Management, Email Marketing, New Business Development, Integrated Marketing, Nonprofits
Education
University of Pittsburgh 1990 — 1995
Fidelity Investments August 2001 - Present
Gencoatc March 2012 - January 2015
Quintiles Transnational February 2011 - August 2011
Deutsche Bank 2010 - 2011
Fidelity Investments June 2004 - December 2009
Fidelity Investments HR Services 2001 - December 2009
Fidelity Investments August 2001 - June 2004
Stratus Technologies August 2000 - August 2001
Stratus Technologies August 2000 - August 2001
Teradyne Connection Systems May 1997 - July 2000
Skills
Java, PL/SQL, Sybase, SDLC, Unix, Agile Methodologies, ETL, Database Design, Data Warehousing, Crystal Reports, SQL, Web Services, XML, Requirements Analysis, Software Development, Perl, ClearCase, Visio, C#, Databases, ITIL, Program Management, Business Analysis, Microsoft SQL Server, Java Enterprise Edition, JavaScript, Oracle, Analysis
Education
Northeastern University 1995 — 1997
M.B.A., with Certification, Information Resource Management
University of Rhode Island 1989 — 1993
B.A, Liberal Arts
Fidelity Investments December 2011 - Present
UBS Wealth Management May 2010 - December 2011
Merrill Lynch December 2008 - May 2010
Goldleaf Financial Solutions April 2004 - September 2008
CitiCapital Commercial Corp January 2003 - March 2004
GE Commercial Finance September 1990 - January 2003
Education
University of Rhode Island 1986 — 1990
B.A., Economics, Sociology
Fidelity Investments 1983 - 2008
Skills
Wealth Management, Series 63, Investments, Series 7, Fixed Income, Financial Services, Investment Advisory, Mutual Funds, Securities, Asset Allocation, Competitive Analysis, Hedge Funds, Strategy, Equities, Portfolio Management, Capital Markets, Risk Management, Alternative Investments, 401k, Retirement, Series 24, Strategic Planning, Asset Management
Education
University of Pittsburgh 1963 — 1969
BS, MBA
Fidelity Investments May 2006 - Present
MetLife Auto & Home June 1992 - June 2000
Skills
SDLC, Business Requirements, Visio, Requirements Analysis, Requirements Gathering, Agile Methodologies, Systems Analysis, Software Project..., Business Analysis, SQL, DB2, SOA
Education
University of Rhode Island 1976 — 1981
BS, BA, Computer Science, Secondary Education, Sociology
Work Opportunities Unlimited October 2009 - Present
Fidelity Investments November 2004 - August 2008
Education
University of Rhode Island 2000 — 2004
Bachelors, English
UAT Inc. April 2012 - Present
Janus Capital group June 1998 - December 2011
Janus Capital GroupYy June 1998 - December 2011
Janus.Intech.Perkins June 1998 - December 2011
Fidelity Investments 1987 - 1998
Skills
Investments, Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Management, Trading, Bloomberg, Investment Management, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Equities, Investment Advisory
Education
University of Pittsburgh 1970 — 1974
BA, economics
Fidelity Investments March 2008 - Present
MassMutual September 1996 - March 2008
Education
University of Rhode Island 1989 — 1993
BA, Communications Studies
Fidelity Investments
Skills
Financial Services
Education
University of Rhode Island 1985 — 1989
BA, Political Science
C&S Wholesale Grocers June 2009 - Present
Workscape November 2008 - June 2009
Fidelity Investments January 2001 - November 2008
Miracle Software Systems January 1998 - June 2001
Corning Incorporated 2000 - 2001
Skills
PL/SQL, ITIL, ERP, Oracle, Software Development, Oracle HR, Web Applications, Web Development, SDLC, Unix, Visual Basic, SOA, HTML, XML, Business Intelligence, Oracle Applications, ETL, Web Services, Oracle Reports, Oracle Forms, Requirements Gathering, Oracle SQL, Lawson HRIS, Workbrain, Oracle EBS 11i/R12, Integration, Crystal Reports, Java Enterprise Edition, OBIEE
Education
University of Pune 1989 — 1992
BE, Production
Tufts University September 2010 - Present
Fidelity Investments 1993 - 2009
Goldhirsh Group 1984 - 1989
Skills
Project Management, Marketing Communications
Education
University of Rhode Island 1978 — 1982
BA, Communications, Speech Pathology
Zywave April 2015 - Present
Applied Science Associates November 2010 - April 2015
Raytheon December 2007 - November 2010
Fidelity Investments August 2006 - November 2007
Skills
Java, C#, C++, .NET, Flex, Perl, XML, SQL, JavaScript, MySQL, Microsoft SQL Server, PHP, CSS, HTML, Eclipse, Unix, Web Services, Visual Studio, SOA, Software Engineering, Red Hat Linux, ActionScript, Software Design, Bash, OS X, Oracle
Education
University of Rhode Island 2002 — 2006
B.S., Computer Science, 3.58 GPA
Express Scripts March 2012 - Present
Fidelity Investments December 2000 - June 2011
Skills
Requirements Gathering, Business Analysis, Business Requirements, User Acceptance Testing, Visio, Requirements Analysis, Waterfall
Education
University of Rhode Island
Fidelity Investments July 2015 - Present
Fidelity Investments October 2013 - July 2015
Fidelity Investments August 2012 - October 2013
Fidelity Investments October 2007 - July 2012
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Investments, Word, Retirement Planning, Equities
Education
University of Rhode Island 2002 — 2005
Fidelity Investments January 2010 - Present
Fidelity January 2003 - January 2010
Putnam Investments 2000 - 2003
Montgomery Asset Management 1998 - 2000
ERE Rosen Real Estate Securities 1997 - 1998
Wells Fargo 1994 - 1997
Skills
Program Management, Investments, Financial Services, Cross-functional Team..., Project Planning, Process Improvement, Strategy, Project Management, SDLC, Portfolio Management, Strategic Planning, Financial Analysis, Change Management, Leadership, Business Analysis, Vendor Management, Risk Management, Mutual Funds, Business Process...
Education
University of Rhode Island 1987 — 1991
BS, Accounting
Swarovski September 2011 - June 2012
Swarovski North America 2008 - May 2010
Swarovski August 2008 - October 2008
Fidelity Investments 2006 - 2007
Education
University of Rhode Island 1989 — 1993
Bachelor of Science, Marketing & Finance
Five Star Quality Care January 2015 - Present
Going Dutch Furniture LLP May 2014 - December 2014
Shell Oil Company April 2011 - April 2014
Shell Oil Company April 2008 - April 2011
Shell Oil Company February 2007 - March 2008
Allen & Overy March 2004 - January 2007
IMMEDIATE Solutions Bv, NL March 2002 - February 2004
StarTek Inc October 1998 - January 2002
Fidelity Investments June 1997 - October 1998
Verizon June 1996 - June 1997
Skills
ITIL, IT Outsourcing, Governance, Project Delivery, IT Management, IT Service Management, Cloud Computing, Software Development, Integration, Business Process, Change Management, IT Strategy, Project Management, Agile Methodologies, PRINCE2, IT Operations, Business Analysis, IT Cost Optimization, SDLC, Management, Stakeholder Management, IT Project & Program...
Education
University of Portsmouth 1988 — 1991
Bsc, Computer Science
Fidelity Investments December 2000 - Present
EDS, an HP company 1985 - 2000
Skills
IBM Mainframe, JCL, z/OS, TSO, Unix, VSAM, Mainframe, REXX, SQL, Automation
Education
University of Pittsburgh 1979 — 1983
BS, Computer Science
IBM MQ Class
Hall Communications November 2010 - Present
Hall Communications August 2008 - 2010
Hall Communications May 2008 - 2010
Hall Communications, Inc May 2008 - July 2008
Fidelity Investments January 2007 - May 2008
Skills
Broadcast, Social Media, Media Relations, Radio, Public Relations, Radio Broadcasting, Social Media Marketing, Copywriting, Editing, Event Management, Sound, Advertising, Event Planning, Press Releases, Voice Over
Education
University of Rhode Island 2004 — 2008
Bachelors of Arts, Communication Studies & Public Relations
Fidelity Investments May 2014 - Present
Fidelity Investments January 2011 - April 2014
Fidelity Investments April 2006 - December 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2003
Home Loan Investment Bank 1996 - 1999
Home Loan Investment Bank 1995 - 1996
Education
University of Rhode Island 1989 — 1993
Bacholor of Arts, Psychology
St. Mary Academy - Bay View 1983 — 1989
College Preparatory
Fidelity Investments April 2010 - Present
Fidelity Investments 2005 - 2010
Education
University of Rhode Island
BS in Economics
Fidelity Investments
Skills
Agile Methodologies, Software Development, Software Project...
Education
University of Rhode Island 1980 — 1984
BS, Industrial Engineering
Fidelity Investments November 2004 - Present
Skills
OBIEE 11g, Birst BI tool, Hyperion Intelligence..., Excel Macros (VBA), SAS, Excel, PowerPoint
Education
University of Pune 1985 — 1988
M.A., Russian
Marathawada University, India 1982 — 1985
B.Com, Finance & Accounting
Saraswati Bhuwan
Fidelity Investments November 2010 - Present
Fidelity Investments Service to Sales Program February 2012 - Present
Westcott Properties Inc 2009 - September 2012
Skills
Process Improvement, Mutual Funds, Investments, Financial Services, Business Analysis, Financial Analysis, Portfolio Management, Risk Management, Equities, Asset Management, Finance, Trading, Management, Market Research, Economics, Financial Advisory, Relationship Management, Sales, Strategic Financial..., Wealth Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Leadership, Public Relations, Sales Operations
Education
University of Rhode Island 2006 — 2010
Bachelor's degree, Business Administration and Management, General
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, 3.4
OpenMobile World Wide Inc. November 2011 - Present
Faith Casler 2008 - 2010
Fidelity Investments 1995 - 2000
The Kendall Company 1993 - 1995
Reed Publishing (USA) Inc. 1989 - 1992
Skills
Marketing Strategy, Team Leadership
Education
University of Rhode Island 1984 — 1988
BS, Business
London Central High Shcool
Seven Swords Media, LLC November 2012 - July 2014
Mediapeel 2011 - November 2012
Gem Plumbing, Heating & Electric April 2009 - May 2010
Fidelity Investments February 2006 - April 2009
Skills
Social Media, Public Speaking, Social Media Marketing, Marketing, Microsoft Office, Strategic Planning, Social Networking, Online Advertising, Sales, Advertising, Market Research, Customer Service, New Business Development, Marketing Strategy, Public Relations, Entrepreneurship, Business Development, Event Management, Account Management, Email Marketing, Sales Management, Marketing Communications, Leadership, Online Marketing, Business Planning, Operations Management
Education
University of Rhode Island 2001 — 2005
Bachelors, Finance, Business Management
Hasbro September 2012 - Present
Hasbro February 2011 - September 2012
Hasbro, Inc. September 2009 - February 2011
Towers Perrin 2005 - 2009
Palmer Cay 2004 - 2005
Hasbro 1999 - 2004
Fidelity Investments 1998 - 1999
Fidelity Investments 1997 - 1998
Stratus Computer 1996 - 1997
Blue Cross Blue Shield of Massachusetts 1994 - 1996
Skills
Human Resources, Incentive Programs, Executive Pay, HRIS, Say on Pay, Employee Engagement, Compensation & Benefits, Employee Benefits Design, Global Mobility, HR Strategy, HR Consulting, Employee Communications, Talent Acquisition
Education
University of Rhode Island
MBA, Finance, General
University of Rhode Island
BS
Nortek July 2014 - Present
Dassault Systemes September 2008 - June 2014
Fidelity Investments August 2007 - September 2008
CVS Caremark Corporation November 2005 - August 2007
Skills
Financial Modeling, Financial Forecasting, Budget Models, Business Intelligence, Corporate Finance, Pricing Analysis, Key Performance..., PeopleSoft Financial, Cognos, TM1, Competitive Analysis, Strategic Planning
Education
University of Rhode Island
Bachelor of Science: Business Administration, Finance; Psychology
Centennial College August 2011 - Present
Munich Reinsurance February 2009 - June 2011
Fidelity Investments April 2004 - October 2008
CPAS SYSTEMS INC. February 1992 - April 2001
Skills
Crystal Reports, Microsoft SQL Server, Systems Analysis, Databases, Business Analysis, SQL
Education
University of Prince Edward Island 1987 — 1991
Bachelor of Science (B.S.), Math with Computer Science
Fidelity Investments September 2006 - Present
Fidelity Investments 2006 - March 2013
Skills
Research, Oracle, Software Development, Actimize Intelligence..., Actimize, Windows, Java, Visual Studio, Software Engineering, Programming, Unix, C#, Linux, Python, C, SQL, Databases, C++, HTML, Software Documentation, Business Analysis
Education
University of Rhode Island
Bachelor's degree, Applied Mathematics
johnston senior high school
Injured Workers Pharmacy October 2011 - Present
Fidelity Investments November 2005 - October 2011
Skills
Access, PowerPoint, Outlook
Education
University of Rhode Island 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
North Middlesex Regional High School 1996 — 2000
Fidelity Investments December 2012 - Present
Mycon LLC October 2012 - Present
Equifax June 2011 - September 2012
Skills
J2EE Application..., Java Enterprise Edition, JavaSE, Core Java, Oracle SQL, SQL DB2, Spring, Hibernate 3.1, MVC Architecture, JSP development, JavaScript, JDBC, HTML, CSS, Weblogic, Websphere, JNDI, Tomcat, JSF, XML, Agile & Waterfall..., Ant
Education
Pune University 2004 — 2008
Bachelor of Engineering (B.E.)
Fidelity Investments April 2013 - Present
Fidelity Investments September 2009 - April 2013
Fidelity Investments June 2001 - September 2009
Fidelity Investments February 1999 - June 2001
Lehman Brothers 1994 - 1999
Education
University of Rhode Island 1988 — 1992
Bachelor of Arts (B.A.)
Fidelity Investments May 2015 - Present
RBS Citizens Bank October 2013 - Present
Fidelity Investments November 2011 - October 2013
Fidelity Investments October 2009 - October 2011
State Street Bank February 2007 - May 2009
Skills
Portfolio Management, Risk Management, Financial Services, Financial Analysis, Investments, Series 7, Banking, Capital Markets, Internal Audit
Education
University of Rhode Island 2001 — 2006
Bachelor of Liberal Arts, Sociology/Political Science
self employed October 2014 - Present
self employed October 2013 - October 2014
Fidelity Investments October 2005 - December 2010
Skills
Public Speaking, Customer Service, Microsoft Office, Research, Leadership, Microsoft Excel, Management, Marketing, Microsoft Word
Education
University of Rhode Island 1981 — 1985
Bachelor of Arts (B.A.), Journalism
Fidelity Investments September 2014 - Present
Skills
Customer Service, Investments, Microsoft Excel, Microsoft Office, Financial Analysis, Business Analysis, Strategic Planning, Financial Services, Leadership, Financial Modeling, Microsoft Word
Education
University of Rhode Island
Bachelor's Degree, Economics