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
Bentley College June 2008 - Present
Fidelity Investments September 2007 - Present
Sensata Technologies August 2004 - September 2007
Brown Brothers Harriman August 2001 - August 2004
Hughey Center for Financial Services August 1998 - May 2001
Skills
Bloomberg, Economics, Equity Research, Finance, Financial Analysis, Financial Modeling, Investments, Strategy, Trading
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
Bentley University 1998 — 2001
BS, Finance
Fidelity Investments February 2015 - Present
Bayes Capital June 2014 - February 2015
Customized Mortgage Solutions October 2010 - May 2014
TriState Lending, Inc August 2009 - October 2010
Feehan Insurance June 2008 - August 2009
Skills
Loans, Loan Origination, Mortgage Banking, Residential Mortgages, Credit, Mortgage Lending, VA loans, FHA financing, Investments, Credit Analysis, Banking, Refinance, FHA, Underwriting, Mortgage Underwriting, Investment Properties, Bloomberg, Equities, Financial Modeling, Capital Markets, Internet Lending, Sales Management
Education
Iona College 2008 — 2014
Bachelor's Degree, Business Administration, Management and Operations, GPA: 3.50
Bentley College 2006 — 2008
Bachelor's Degree, Finance and Financial Management Services
Mahopac HS
Point72 Asset Management, L.P. January 2015 - Present
MOST LLC. February 2014 - September 2014
Fidelity Investments December 2013 - January 2014
Fidelity Investments July 2012 - December 2013
Fidelity Investments June 2011 - August 2011
Bernstein and Co. May 2010 - August 2010
Kalamazon Mining Co. June 2009 - August 2009
Skills
Research, Financial Modeling, Bloomberg, PowerPoint, Microsoft Excel, HTML, Economics, Data Analysis, Microsoft Office, Microsoft Word, English, Windows, Outlook, Public Speaking, Haver, Chemical Industry, Paper Industry, Industrial Sector, Educational Technology, Start-up Ventures, Venture Financing, Venture Capital, Equity Valuation, Information Technology, Technology Integration, Mobile Technology
Education
Bentley University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, Economics
Phillips Andover 2004 — 2008
High School, High School/Secondary Diplomas and Certificates
Fidelity Investments July 2014 - September 2015
Fidelity Investments May 2011 - June 2014
Madico May 2010 - April 2011
Puma North America, Inc. December 2006 - May 2010
Helix Technology September 1999 - July 2002
Sager Electrical Supply Company 1998 - 1999
Skills
Use Tax, Tax Research, Accounting, Sarbanes-Oxley Act, Sales Tax, Sales & Use Tax, Financial Analysis, Tax, Property Tax, Corporate Tax, SAP, Forecasting, Microsoft Excel, Auditing, General Ledger, Tax Returns, Income Tax, Payroll, State Tax, Process Improvement, Financial Accounting, Microsoft Office, QuickBooks, Fixed Assets, Account Reconciliation, Budgets, Tax Accounting, Tax Preparation, Financial Reporting, Payroll Taxes, Analysis, Internal Controls, Sales, Finance
Education
Bentley University 1993 — 1997
BS, Accounting
Reading Memorial High School 1988 — 1992
Diploma
TIAA-CREF July 2015 - Present
TIAA-CREF July 2011 - July 2015
TIAA-CREF June 2005 - June 2011
CCO Investment Services Corp. February 2003 - May 2005
Fidelity Investments September 1999 - January 2003
Education
Providence College 1995 — 1999
Bachelor's Degree, Business Economics, Summa Cum Laude
Bentley University
Master's Degree, Financial Planning
Charles Schwab September 2015 - Present
Charles Schwab September 2013 - Present
Charles Schwab October 2010 - September 2013
Fidelity Investments February 2010 - September 2010
Fidelity Investments October 2009 - February 2010
Fidelity Investments November 2008 - October 2009
Fidelity Investments November 2007 - October 2008
Fidelity Investments April 2007 - November 2007
Education
Bentley University
Master of Science (MS) in progress, Financial Planning
Bentley University
Master of Business Administration (M.B.A.)
Southern New Hampshire University
BS, Business Studies, International Management
Universidad Complutense de Madrid
Study Abroad
The Dublin School
High School
TRI-AD October 2005 - Present
Aon Hewitt April 2003 - January 2005
State Street May 2001 - April 2003
Fidelity Investments 1999 - 2001
Skills
Process Improvement, Performance Management, Employee Benefits, Microsoft Office, Benefits Administration
Education
Aquinas College
Associate of Science, Accounting
Bentley College
Bachelor of Science, Finance
Buildium LLC August 2014 - Present
Fidelity Investments January 2014 - August 2014
Dana-Farber Cancer Institute May 2013 - August 2013
Skills
Social Media, Media Relations, Photography, Nonprofits, Fundraising
Education
Bentley University 2014 — 2015
Master's degree, Human Factors in Information Design
Bentley University 2010 — 2014
Information Design and Corporate Communication with an LSM in Health and Industry., senior
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - June 2015
Fidelity Investments January 2014 - December 2014
Fidelity Investments July 2013 - December 2013
Fidelity Investments May 2012 - June 2013
BNY Mellon April 2011 - May 2012
Skills
Tableau, SQL, Project Management, Systems Analysis, Quality Assurance, Business Process..., Actimize, Microsoft Project, Visio, Access, Oracle SQL Developer, Oracle, JIRA, RTC, HP Quality Center, Agile & Waterfall..., Kanban, XML, Data Analysis, Analysis, Business Analysis, SDLC, HTML
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Bentley University 2009 — 2013
Bachelor's Degree, Accounting
Iona College 2008 — 2009
Boston College High School 2004 — 2008
High School
Acadian Asset Management February 2013 - Present
FactSet Research Systems February 2011 - February 2013
FactSet Research Systems July 2008 - January 2011
Hughey Center for Financial Services July 2005 - May 2008
Fidelity Investments June 2007 - August 2007
Skills
Investment Management, Performance Attribution, FactSet, Microsoft Excel, Consulting, Buy-side
Education
Bentley University 2004 — 2008
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management
MSF/MBA
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
Collaborative Consulting January 2013 - June 2015
MBTA May 2014 - April 2015
MFS Investment Management January 2014 - April 2014
State Street January 2013 - December 2013
State Street (formerly Investors Bank & Trust) April 2006 - July 2012
HedgeFlex, Inc. March 2005 - April 2006
Pacific Exchange January 2000 - January 2004
Romac International September 1998 - December 1999
Fidelity Investments February 1996 - September 1998
State Street Bank June 1992 - January 1996
Skills
Business Analysis, Business Process..., Fund Administration, SDLC, FIX, Mutual Funds, User Acceptance Testing, Analysis, SQL, Business Requirements, Software Documentation, Financial Services, Project Management, Quality Assurance, Process Improvement
Education
Bentley College 1984 — 1988
BS, Accounting
Bentley College 1984 — 1988
Associate of Science (A.S.), Management
Villanova University 2012 — 2012
Master Certificate in Business Analysis
The Bowdoin Group July 2011 - Present
Boylston Realty Advisors July 2010 - June 2011
The Kane Company March 2007 - August 2010
Standish Mellon Asset Management September 1995 - November 2005
Standish Ayer & Wood, Inc. 1995 - 2005
Fidelity Investments 1994 - 1995
Skills
Asset Managment, Business Development, Key Account Management, Key Account Development, Negotiation, New Business Development, Strategic Planning, Talent Acquisition, Financial Services, Investments, CRM, Management, Asset Management, Fixed Income, Consulting, Portfolio Management, Strategy, Recruiting, Sales, Equities, Leadership, Financial Analysis, Account Management, Financial Modeling
Education
Southern New Hampshire University 1994 — 1996
MBA
Bentley University 1988 — 1992
Bachelor of Science in Finance
Central High School 1984 — 1988
Fidelity Investments October 2014 - Present
UBS Financial Services April 2010 - October 2014
UBS Financial Services October 2005 - April 2010
Principal Financial Group July 2002 - September 2005
Eaton Vance Investments June 2001 - June 2002
Skills
Wealth Management, Financial Planning, Finance, Investments, Mutual Funds, Series 7, Asset Management, Strategy, Equities, Portfolio Management, Retirement Planning, Asset Allocation
Education
Bentley University 1996 — 2001
Bachelor Of Science, Finance
New Canaan High School 1994 — 1996
Fidelity Investments July 2013 - Present
Investment Professionals, Inc. March 2012 - June 2013
FundQuest July 2011 - January 2012
DWS Scudder May 2004 - July 2010
Columbia Management 1996 - 2004
John Hancock Financial Services June 1991 - June 1993
Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66
Education
Suffolk University 1998 — 2001
MBA, International Business
Bentley University 1987 — 1991
BS, Finance
Holy Name CCHS 1983 — 1987
High School Diploma
NewStar Financial October 2013 - Present
NewStar Financial January 2011 - October 2013
Bentley University September 2010 - May 2011
Bentley University September 2008 - May 2011
Barnes and Noble at Bentley University August 2009 - February 2011
Fidelity Investments June 2010 - August 2010
National Amusements June 2007 - August 2008
Skills
Investments, Financial Reporting, Economics, Portfolio Management, PowerPoint, Microsoft Excel, Leveraged Finance, Underwriting, Due Diligence, Financial Modeling, Bloomberg
Education
Bentley University 2008 — 2011
BS, Economics/Finance
TIAA-CREF August 2014 - Present
Centering Healthcare Institute October 2011 - July 2014
Tufts Medical Center January 2010 - September 2011
Fidelity Investments June 2008 - January 2010
Fidelity Investments October 2006 - May 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Fidelity Investments 1998 - 2003
Fidelity Investments 1992 - 1998
Northland Investment Corporation 1990 - 1992
Skills
Business Planning, Process Excellence, Process Improvement, Program Management, Six Sigma, Lean, Accounting, Finance, Vendor Management, Risk Management, Human Resources, Client Billing, Performance Dashboards, Operations Management, IT Project..., Business Process, Management, Healthcare, Project Management, PMO
Education
Fidelity Investments 2005 — 2006
Lean Six Sigma Black Belt & Green Belt
Boston University 2003 — 2005
Certificate, Project Management
Bentley University 1983 — 1987
Bachelor of Science, Finance
Accenture September 2010 - Present
Accenture September 2007 - August 2010
Fidelity Investments September 1996 - August 1998
Skills
Financial Analysis, Business Analysis, Forecasting, Process Improvement, Financial Modeling, Program Management, Strategic Planning, Accounting, Business Strategy, Project Management, Business Process..., Acquisition Integration, Financial Reporting, Strategy, Business Intelligence, Finance, Corporate Finance, Business Process, Managerial Finance, Mergers & Acquisitions, Analytics, Valuation, Financial Services, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
MBA, Finance, General
Bentley University 1992 — 1996
Bachelor of Science, Accountancy
Amsterdam High 1988 — 1992
IBM April 2015 - Present
Coherent Path May 2014 - April 2015
Fidelity Investments July 2012 - May 2014
Bentley University January 2012 - May 2012
Kish Consulting & Contracting May 2008 - January 2012
Bentley University February 2011 - December 2011
Grantham, Mayo, Van Otterloo & Co May 2011 - August 2011
Skills
Java, SQL, JavaScript, HTML, CSS, Access, UML, Microsoft Office, Business Analysis, Visio, Data Analysis, Android Development, Accounting, Requirements Analysis, Python, Management, Systems Analysis, Project Planning, Project Management, Database Design, Agile & Waterfall..., SDLC, Shell Scripting, Analysis, Project Implementation, Risk Management, Risk Analysis, Data Management, Data Warehouse..., Tutoring, Teaching, Oracle SQL, Real Estate, Office Management, Financial Analysis, Developer Management, Microsoft Office..., WebSphere Message Broker, Message Broker, IBM eXtreme Scale, Distributed Caching, Agile Methodologies, Agile Project Management, Oracle SQL Developer
Education
Bentley University 2009 — 2012
Magna Cum Laude, B.S., Computer Information Systems, Minor in Law, 3.74/4.00 GPA; 3.93/4.00 Major GPA
Mapfre October 2010 - Present
Fidelity Investments 2003 - 2011
EMC January 2001 - March 2002
EC Cubed 1999 - 2000
Skills
Business Analysis, Insurance, Visio, General Insurance, Quality Assurance, Process Improvement, Six Sigma, HP ALM (Quality Center), Software Testing Life..., Requirements Analysis, Requirements Gathering, Software Quality..., Testing, Test Planning, SDLC, Quality Center, Test Cases, Test Strategy, Defect Tracking, HP Quality Center
Education
Bentley College
B.S., Marketing
Nichols College
MBA, Business Managment
New Balance July 2015 - Present
Wolverine World Wide May 2013 - Present
Morgan Stanley 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Fidelity Investments June 2010 - August 2010
Skills
Morningstar
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Major: Finance; Minor: Marketing
Fidelity Investments July 2003 - Present
Strata Information Group June 2000 - July 2003
North Shore Community College December 1999 - June 2000
Northern Essex Community College July 1996 - December 1999
Malden Hospital June 1995 - July 1996
Investors Bank & Trust October 1993 - June 1995
Education
Bentley University 1990 — 1993
Bachelor of Science (BS), Finance, 3.62 GPA
Financial Planning Solutions, LLC September 2013 - Present
Massachusetts Congregational Fund 2013 - Present
Jackson Financial Advisors January 2006 - August 2013
Holm Investment Advisors January 2004 - December 2005
Solomon Financial, Inc January 2003 - December 2003
Columbia Management September 2000 - December 2002
Scudder Investments December 1996 - September 2000
Evergreen Investments September 1992 - December 1996
First Data Corporation January 1992 - September 1992
Fidelity Investments September 1988 - January 1991
Skills
Retirement Planning, Financial Planners, Investments, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Asset Managment, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds
Education
Boston University 2003 — 2004
Certified Financial PlannerTM, Financial Planning
Bentley University 1994 — 1995
Certificate, Pensions & Employee Benefits
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Marketing and International Finance
Boston University - School of Management 1981 — 1983
BSBA, Marketing
Boston University 1979 — 1981
College of General Studies
Laconia High School
EMC Global Services August 2011 - Present
EMC 2011 - Present
Fidelity Investments April 1998 - February 2009
The TJX Companies, Inc. April 1990 - June 1996
Skills
SharePoint, Visio, Administrative..., PeopleSoft, Calendaring, Vendor Management, Software Documentation, Office Management, Project Management, Lotus Notes, Concur, Microsoft Excel, Management, Microsoft Office, Database Administration, Confidentiality, Customer Service, Outlook, Program Management, Administrative...
Education
Bentley University 1985 — 1986
Administrative Assistant Certificate
Newton Junior College 1971 — 1973
Associate's degree, Business Administration and Management, General
Fidelity Investments March 2013 - Present
Gleacher & Company Securities September 2012 - March 2013
RangeMark Investment Management, Inc. August 2011 - September 2012
Skills
Fixed Income, MBS, CMBS, CDO, Investment Banking, Quantitative Finance, Capital Markets, Valuation, Structured Finance, Financial Modeling, Portfolio Management, Asset Managment
Education
Bentley University 2008 — 2011
BS, Finance, General
University of Vermont 2007 — 2008
BS, Finance, General
Greenwich High School
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - May 2014
AXA Advisors August 2011 - May 2013
Massachusetts Property Insurance May 2011 - August 2011
Skills
Leadership, Microsoft Excel, Problem Solving, Financial Analysis, Data Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance
Austin Preparatory School 2006 — 2010
vcfo May 2015 - Present
Independent Financial Consultant August 2012 - April 2015
Income Research & Management June 2008 - October 2011
iCache Inc March 2007 - May 2008
Fidelity January 2006 - March 2007
Fidelity Investments August 2004 - February 2006
Fidelity Investments November 2001 - August 2004
Liberty Financial Companies August 2000 - November 2001
Stone & Webster June 1995 - July 2000
Skills
Auditing, Internal Controls, Internal Audit, Financial Analysis, Risk Management, Accounting, Financial Modeling, Financial Services, Due Diligence, AML, Financial Reporting, Financial Statements, CPA, Management, Managerial Finance, Securities, Finance, Project Management, Mergers, Account Reconciliation, Analysis, Mutual Funds, Accounts Payable, Financial Risk, Asset Managment, Business Process..., Forecasting, Tax, Strategic Planning, Start-ups, Derivatives, Valuation, Revenue Recognition, Bloomberg, Budgets, Investments, Portfolio Management, Management Consulting, Mergers & Acquisitions, Corporate Finance, Cash Management, Fixed Income, Asset Management, Equities, Leadership, Cost Accounting, Investment Management, Capital Markets, Alternative Investments, Bonds
Education
Boston College 1998 — 2001
MBA
Bentley University 1991 — 1995
B.S., Accountancy
Shire Pharmaceuticals April 2015 - Present
Cubist Pharmaceuticals August 2012 - March 2015
John Hancock Financial Services April 2012 - August 2012
Control Solutions International February 2011 - December 2011
Nokia May 2010 - November 2010
Fidelity Investments November 2003 - December 2008
Fidelity Investments March 2000 - October 2003
Fidelity Investments March 1998 - March 2000
Fidelity Investments February 1996 - March 1998
J.P. Morgan 1994 - 1996
Skills
Recruiting, Applicant Tracking..., Workforce Planning, Project Management, Talent Acquisition, Management, Relationship Management, Human Resources, Sourcing, Interviews, Performance Management, Talent Management, Employee Relations, Onboarding
Education
Bentley University
HR Management Certificate, Human Resources Management and Services
Southern New Hampshire University
Middlesex County Superior Court May 2015 - Present
Bentley University September 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Travelers June 2012 - September 2012
New York Life November 2011 - May 2012
TNGG September 2011 - April 2012
Capacity LLC May 2011 - August 2011
Bentley University June 2011 - June 2011
Education
University of Pennsylvania Law School 2014 — 2017
Doctor of Law (JD)
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics-Finance
Rutgers Preparatory School 1998 — 2010
State Street June 2011 - Present
Fidelity Investments June 2010 - May 2011
Skills
IIA Standards, Control Environment, Audit Reports, Regulatory Audits, Risk Based Audits, Segregation of Duties, Self Assessment, Internal Controls, Microsoft Office, Lotus Notes, Oracle Applications
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting
Universitat Pompeu Fabra 2009 — 2010
International Business
Acadian Asset Management December 2013 - Present
Fidelity Investments April 2012 - December 2013
Fidelity Investments May 2010 - May 2012
Fidelity Investments May 2008 - May 2010
Education
Bentley University 2006 — 2010
BS, Finance-Economics
Luminex Trading & Analytics LLC September 2015 - Present
Fidelity Capital Markets July 2012 - Present
Fidelity Capital Markets June 2007 - July 2012
Fidelity Investments February 2006 - June 2007
Skills
Electronic Trading, Bloomberg, Investments, Investment Strategies, Excel, Financial Analysis, FBSI, Fidessa, RealTick
Education
Bentley University 2009 — 2012
MBA, Economics and Finance
Northeastern University 2000 — 2005
Bachelors, Finance and Accounting
Bain Capital February 2015 - Present
TEKsystems April 2014 - February 2015
MetLife March 2012 - November 2013
MetLife April 2002 - March 2012
MetLife May 1997 - April 2002
Fidelity Investments November 1995 - April 1997
State Street Bank 1994 - 1995
State Street Bank 1991 - 1994
State Street Bank 1989 - 1991
Skills
Project Management, Security, Information Security, Business Analysis, ITIL, PMP, Quality Assurance, User Acceptance Testing, SDLC, Vendor Management, PMO, SharePoint, Requirements Gathering, Visio, IT Strategy
Education
Bentley University 1985 — 1989
BS
Trip Director 2007 - Present
BLUE, The Inn on the Beach 2007 - 2007
The Inn at Castle Hill, The Trustees of Reservations 2001 - 2007
PASSAGES, Inc. 2001 - 2007
Fidelity Investments 1991 - 2000
American Express Convention & Incentive Services 1983 - 1995
Skills
Meeting Planning, Corporate Events, Event Management, International Event..., Incentives, Site Selections, Contract Negotiation, Hotel Contracts, Hotels, Hospitality, Training, Food & Beverage, Management, Hospitality Management, Event Planning, Trade Shows
Education
Bentley University
Meeting Planning Certificate, Hospitality Administration/Management
Northern Essex Community College
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Travel Education Center
Travel Education Certificate
Connelly Partners March 2014 - Present
Connelly Partners January 2013 - March 2014
Connelly Partners October 2012 - December 2012
Fidelity Investments June 2012 - August 2012
Tyler Lynch, PC January 2012 - April 2012
Kraft Sports Group May 2011 - August 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Social Media Marketing, Facebook, Microsoft Office, Event Management, Sports Marketing, Market Research, Microsoft Word, SPSS, Outlook, Marketing Communications, Public Relations, Marketing, Advertising, Media Planning, Analysis
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics
Royal Holloway, University of London 2011 — 2011
Fidelity Investments June 2015 - Present
Bentley University January 2014 - Present
Gymboree Crazy 8 August 2011 - July 2012
Happy Feet Dance School, LLC September 2010 - June 2012
Windham Gear and Awards October 2009 - January 2011
Skills
Computers, Microsoft Applications, Customer Service, Mathematics, Sales, Teaching, Time Management, Cash Register, Data Analysis, Dance, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Analytical Skills, Analysis, Public Speaking, Social Networking, Microsoft Office, Leadership, Social Media, Outlook, Financial Analysis
Education
Bentley University 2012 — 2016
Bachelor's degree, Economics-Finance, Freshman
Windham High School 2012 — 2016
PwC September 2012 - Present
One of a Kind Books May 2012 - August 2012
Veracode January 2012 - August 2012
PwC June 2011 - August 2011
Fidelity Investments May 2010 - May 2011
iParty August 2006 - August 2010
Skills
Accounting, Auditing, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Outlook, Access, PowerPoint, Finance, Financial Reporting, Data Analysis, Analysis, Account Reconciliation
Education
Bentley University 2011 — 2012
MSA
Bentley University 2008 — 2011
BS
TIAA-CREF September 2013 - Present
The RiverStone Group June 2013 - September 2013
American Tower November 2010 - May 2013
American Tower January 2009 - April 2011
ikaSystems May 2008 - December 2008
Fidelity Investments February 2007 - February 2008
Fidelity Investments November 2004 - February 2007
Fidelity Investments August 2003 - November 2004
Fidelity Investments October 2001 - July 2003
Fidelity Investments October 1999 - September 2001
Skills
SDLC, Cross-functional Team..., Change Management, Management, Business Analysis, Leadership, Business Requirements, Resource Management, Outsourcing, Business Intelligence, Project Planning, Project Management, Integration, Vendor Management, Product Development, Employee Benefits, Mergers & Acquisitions, Business Process, Program Management, Process Improvement, IT Strategy, PMP, Business Process..., Budgets
Education
Bentley University 1981 — 1985
Dale Carnegie Training
Fidelity Investments July 2012 - Present
Fidelity Investments June 2011 - August 2011
Skills
SharePoint, Microsoft Excel, Microsoft Access, Visio, HTML, Javascript, SQL, Dreamweaver, Java, SAP, SmartDraw, Enterprise Research..., PPMC, Linux
Education
Bentley University 2008 — 2012
Computer Information Systems
RMIT University
Fidelity June 2012 - Present
Fidelity Investments September 2010 - Present
Fidleity investments 2003 - Present
Fidelity Investments September 2006 - September 2009
Fidelity Investments April 2003 - September 2006
Shaw Data Services 1993 - 1996
The Boston Company 1986 - 1993
Skills
Project Management, PMP Certified as of..., Management, Quality Assurance, Software Project..., Strategic Planning, SDLC, Vendor Management, Process Improvement, Business Analysis, Program Management, Financial Analysis, Business Process..., Project Portfolio..., CRM, Requirements Analysis, PMP, Requirements Gathering, Agile Methodologies
Education
Bentley University 1981 — 1986
St. Mary's Church October 2003 - Present
Fidelity Investments June 1996 - December 2003
Fidelity Investments June 1996 - October 2003
Skills
Vendor Management, Leadership, Project Management, Team Leadership, Team Building, Strategic Planning, Fundraising, Leadership Development, Public Speaking, Nonprofits, Social Media, Volunteer Management, Community Outreach, Event Planning, Teaching, PowerPoint, Coaching, Editing, Budgets, Microsoft Word
Education
Bentley University 1992 — 1996
Bachelor's, Management
Fidelity Investments July 2014 - Present
Fidelity Investments February 2010 - Present
Fidelity Investments May 2006 - August 2010
Fidelity Investments April 2003 - April 2006
Skills
PMP, Agile Methodologies, Certified Scrum Master, Agile Project Management, SQL, Visio, Project Management, Software Development, Business Analysis, Systems Analysis, Vendor Management, SOA, MS Project, Eagle Scout, .NET, C#
Education
Bryant University 2007 — 2009
MBA, General Business, Management
Bentley University 2002 — 2006
Bachelor of Science - Computer Information Systems, Minor in Law, General Business
TIAA-CREF January 2014 - Present
Triathlon January 2014 - Present
Fidelity Investments October 2008 - December 2013
Fidelity Investments June 2007 - June 2009
Fidelity Investments June 2006 - August 2006
Enterprise Rent A Car June 2005 - August 2005
Skills
Usability Testing, Information Architecture, User Experience, Information Design, Usability, Human Factors, Web Development, Heuristic Evaluation, Card Sorting, User Research, Wireframes, User-centered Design, Task Analysis, User Experience Design, Persona, Interaction Design, Front-end, Web Design, User Interface Design
Education
Bentley University 2008 — 2013
Master of Business Administration (M.B.A.)
Bentley University 2008 — 2013
Master's Degree, Human Factors in Information Design
Bentley University 2003 — 2007
Bachelor of Science, Economics-FInance, Information Design and Corporate Communication, 3.77
Medfield High School 1999 — 2003
Bank of the West September 2014 - Present
Bank of the West September 2013 - Present
Tesla Motors May 2013 - August 2013
Kidd IT Consulting LLC December 2011 - August 2013
ACI Worldwide August 2010 - November 2011
Apple November 2009 - August 2010
Kidd IT Consulting LLC August 2009 - August 2010
Fidelity Investments June 2006 - June 2009
Skills
Project Management, Agile Methodologies, SDLC, Mac OS X, Customer Service, OS X, Troubleshooting, Software Project..., SQL, XML, Scrum, Sales, Unix, Software Development, Software Documentation, Visio, Databases, Management, Enterprise Software, Analysis, Leadership, Business Analysis, Business Intelligence
Education
Bentley University 2004 — 2006
CIS, Business
University of Massachusetts Boston 2000 — 2002
NA, CIS
Fidelity Investments June 2007 - Present
Fidelity Investments June 2004 - June 2007
Members Plus Credit Union 2002 - 2004
Skills
Compliance, 40 Act, ERISA, Mutual Funds, Bloomberg, Securities, Equities, Investments, Asset Management, Financial Services, Fund Accounting, Fund Administration, ETFs, Asset Allocation, Finance, Fund Of Funds, Equity Trading
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA, 3.66
Bentley University 2000 — 2004
B.S., Finance
Fidelity Investments January 1997 - Present
Fidelity Capital Markets January 1997 - April 2004
Education
Boston University 2000 — 2004
Master of Business Administration (MBA), Finance, General
Bentley University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
EMC March 2009 - Present
The Princeton Review, SES Division May 2008 - February 2009
Fidelity Investments July 2007 - December 2007
Fidelity Investments January 2006 - July 2007
Investors Bank & Trust July 2002 - January 2006
Skills
Financial Analysis, Management, Financial Reporting, Finance, Business Analysis, Financial Modeling
Education
Bentley University 2002 — 2007
University of Massachusetts, Amherst 1998 — 2002
Economics
Fidelity Investments July 2010 - Present
Fidelity Investments April 2003 - June 2010
Fidelity Investments December 1998 - March 2003
Fidelity Investments February 1998 - November 1998
Skills
Financial Services, Business Analysis, SDLC, Process Improvement, Series 7, Portfolio Management, Mutual Funds, Risk Management, Program Management, Vendor Management, Relationship Management, Project Management
Education
Bentley University 1993 — 1997
Fidelity Investments 2007 - Present
Citizens Bank 2003 - 2007
Deloitte & Touche LLP 2002 - 2003
Arthur Andersen LLP 1998 - 2002
PricewaterhouseCoopers LLP 1996 - 1998
Skills
Executive Pay, Deferred Compensation, Employee Benefits, Incentive Programs, Performance Management, Human Resources, Workforce Planning, Compensation & Benefit, Onboarding
Education
Bentley University 1994 — 1997
Bachelor of Science (BS), Accounting
Columbia Threadneedle Investments, US 2006 - Present
Columbia Management 2000 - 2006
New England Aquarium 1999 - 2000
Whiskey's 1995 - 1999
Fidelity Investments May 1995 - December 1995
Education
Bentley University 1991 — 1995
BS, Accounting
Arlington High School 1987 — 1991
HS, Collge Prep
Fidelity Investments October 2011 - Present
Innovation Group February 2009 - October 2011
State Street July 2007 - October 2008
State Street Bank 2007 - 2008
Investors Bank & Trust November 2003 - July 2007
Mellon/The Boston Company 1993 - 1995
Skills
Business Analysis, Program Management, Risk Management, Analysis, Financial Services, Project Management, Management, Requirements Gathering, SDLC, Process Improvement, Asset Managment, Requirements Analysis, Settlement
Education
Bentley University 1987 — 1991
Bachelor's Science, Management
EBSCO Information Services June 2012 - Present
Fidelity Investments August 2009 - June 2012
Fidelity Investments April 2008 - August 2009
Fidelity Investments July 2007 - April 2008
Fidelity Investments December 1998 - July 2007
Skills
ERP, Program Management, SDLC, Project Management, Software Development, People Management, IT Management, Global Management, Global Operations, IT Outsourcing, SQL, Oracle, Access, SQL Server, Database Design, Systems Analysis, System Design, Business Analysis, Business Planning, Business Management, Business Process, PeopleSoft, PeopleTools, Visual Basic, C, HTML, Financial Analysis, Financial Planning, Financial Modeling, Software Project..., Project Execution, MS Project, Project Delivery, Salesforce.com, SaaS, Customer Satisfaction, Customer Service, CRM, Enterprise Software, Outsourcing, Databases
Education
Bentley University 1989 — 1992
M.S., Computer Information Systems
University of New Hampshire -- Peter T. Paul College of Business and Economics 1984 — 1988
B.S., Business
Secret Eden Flowers January 2004 - Present
Fidelity January 2007 - September 2008
Fidelity Investments October 1998 - September 2008
Skills
Regulatory Reporting, Financial Modeling, Customer Relations, Financial Reporting
Education
Bentley College 2000 — 2002
Master of Science in Financial Planning
Bryant University 1993 — 1996
Bachelor of Science in Business Administration
Fidelity Investments August 2000 - Present
Education
Bentley University 1982 — 1986
BS, AS, Marketing, Management, Accountancy
Southern New Hampshire University
MBA, Business
Fidelity Investments September 2001 - Present
Influent Technology Group / MIS Training Institute 1999 - 2001
MIS Training Institute 1997 - 1999
Bose Corporation 1996 - 1997
Skills
Direct Marketing, Marketing Communications, Marketing, Strategy, Marketing Strategy, CRM, Financial Services, Project Management, Email Marketing, Strategic Planning, Leadership, Integrated Marketing
Education
Bentley University 1992 — 1996
Bachelor's degree, Marketing
Citizens Bank December 2013 - Present
Atlantic Golf Supply, Inc May 2012 - December 2013
Cleveland Golf September 2012 - December 2012
Peritus Contractors, LLC October 2010 - April 2012
Mass Mutual January 2010 - October 2010
Provo Financial Services January 2008 - January 2010
The Patriot Financial Group January 2008 - December 2009
Fidelity Investments September 2005 - March 2006
Skills
Sales, Motivation, CRM, Employee Benefits, Investments, Customer Service, Finance, Management, Marketing, Sales Operations, Sales Process
Education
Bentley University 2001 — 2005
B.S. Finance, Accounting and Finance
Lunenburg High School 1997 — 2001
High School Diploma, General Studies
John Hancock Investments January 2015 - Present
John Hancock Investments August 2007 - January 2015
Fidelity Investments October 2003 - August 2007
Skills
Financial Services, Mutual Funds, Multi-channel Marketing, Securities, Risk Management, Marketing Communications, Financial Analysis, Investments
Education
Bentley University 1996 — 2000
Fidelity Investments December 2003 - Present
Fidelity Investments December 1997 - December 2003
Fidelity Investments October 1996 - November 1997
Sun Life Financial May 1996 - October 1996
Investors Bank & Trust November 1991 - May 1996
State Street September 1988 - August 1991
Skills
Customer Service, Risk Management, Mutual Funds, Analysis, Research, Banking, Accounting, Process Improvement, Account Reconciliation, Financial Services, Securities, Investments, Training, Finance, Bloomberg, Financial Reporting, Equities, Fund Accounting, Management, Valuation, Financial Statements, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration and Masters of Science in Finance
Bentley University 1999 — 2000
Finance
University of Massachusetts, Amherst 1986 — 1988
Bachelor of Arts, Economics
Community College of Rhode Island 1984 — 1985
Associate of Science in Business Administration, General Business
Fidelity Investments September 2014 - Present
New York Life Insurance Company September 2013 - September 2014
Fidelity Investments July 2000 - December 2011
Fidelity Investments March 1997 - July 2000
Fidelity Investments April 1995 - March 1997
Fidelity Investments June 1992 - April 1995
Skills
Mutual Funds, Series 7, Investments, Series 63, Fixed Income, Securities, Alternative Investments, Equities, Asset Allocation, Retirement Planning, Financial Services, Relationship Management, Retirement
Education
Bentley University 1987 — 1991
Bachelor, Marketing
MuniCrest Investment Management Company 2008 - Present
Boston Hill Advisors, LLC September 2006 - Present
Fidelity Investments 2003 - 2004
MFS Investment Management 1998 - 2003
Partners Healthcare System, inc. 1990 - 1998
Skills
Asset Allocation, Asset Managment, Fixed Income, Investments, Retirement Planning, Strategic Financial..., Financial Analysis, Risk Management, Credit Analysis, Economics, Strategic Planning, Data Analysis, Market Research, Management Consulting, Microsoft Excel, Change Management, Series 63, Series 7, Team Leadership, Real Estate, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds
Education
Bentley University 1988 — 1991
MBA, Finance, High Distinction
Saint Anselm College 1985 — 1988
BA, Business Administration, Cum Laude
Fidelity Investments July 2012 - Present
Fidelity Investments April 2007 - July 2012
MassMutual August 2003 - April 2007
Skills
Business Analysis, Business Intelligence, Data Warehousing, Requirements Analysis, OBIEE, SDLC, Requirements Gathering, Business Requirements, Systems Analysis, Project Management, Data Analysis, Visio, Process Improvement, User Acceptance Testing, Data Modeling, Waterfall, SharePoint, Program Management
Education
Bentley University 1999 — 2005
Bachelors, Management/ Information Technology
Bonny Eagle 1995 — 1999
Chicago Public Schools September 2014 - Present
Deloitte Consulting July 2008 - April 2014
Fidelity Investments June 2007 - August 2007
Fidelity Investments May 2006 - January 2007
Skills
Financial Analysis, Business Process..., Management Consulting, Data Analysis, Financial Reporting, Business Process..., Project Management, Business Process, General Ledger
Education
Johns Hopkins University School of Education 2015 — 2018
Candidate for Masters in Elementary Education
Bentley University 2004 — 2008
B.S., Finance and Information Technology
The University of Hong Kong
Faculty of Business & Economics
The Crosby Company of New Hampshire August 2013 - Present
Putnam Investments July 2007 - August 2013
Fidelity Investments May 2006 - July 2007
Fidelity Investments October 2005 - May 2006
Fidelity Investments August 2003 - October 2005
Fidelity Investments October 2001 - August 2003
Education
Boston University - School of Management 2009 — 2013
MBA, Finance
Bentley University 1997 — 2001
Bachelors, Finance
Fidelity Investments May 2004 - Present
Education
Bentley University 2000 — 2004
Bachelor's degree, Computer Information Systems
Fidelity Investments May 2011 - Present
Fidelity Investments April 2010 - May 2011
Fidelity Investments 2000 - March 2010
Self Employed 1992 - 2000
Skills
Curriculum Design, Instructional Design, Training, E-Learning, Needs Analysis, Captivate, Project Management, ADDIE
Education
Coursera.org (University of Pennsylvania, Wharton School of Business)
Verified Certificate
Bentley University
MBA
Indiana University Bloomington
M.S. Ed.
Princeton University
B.A.
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
Fidelity Investments 2007 - 2010
JPMorganChase 2006 - 2007
Skills
Bloomberg, Essbase, Variance Analysis, Financial Analysis, Financial Reporting, General Ledger, Reconciliation, Lotus Notes, Excel, Account Reconciliation, PowerPoint, Word, Spreadsheets, Access, Ad Hoc Reporting
Education
Bentley University 2003 — 2005
MS, Finance
Fidelity Investments October 2000 - November 2008
Boston Scientific 1990 - 2008
Boston Scientific April 1996 - October 2000
Education
Bentley University
Accounting, Finance
USAA May 2011 - Present
Charles Schwab April 2009 - July 2011
Bank of America August 2008 - March 2009
Fidelity Investments May 2006 - July 2008
TD Ameritrade October 1995 - April 2006
Education
Bentley University 1991 — 1995
Bachelors, Finance
Fidelity Investments Regional Financial AnaylstMarriott International1994 - 1999
Education
Bentley University
BS, Eco-Fi
JP Morgan Chase December 2009 - Present
Fidelity Investments November 2006 - August 2008
Fidelity Investments October 2004 - November 2006
Fidelity Investments September 2002 - October 2004
Fidelity Investments August 2001 - September 2002
State Street Bank July 1986 - July 1996
Skills
401k, Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, CRM, Client Services, Relationship Management, Equities, Fund Accounting, Retirement, Financial Modeling, Financial Services, Investments, Management, Mutual Funds, New Business Development, Portfolio Management, Series 7, Securities, Risk Management, Derivatives, Sales, Series 63, Financial Analysis, Retirement Planning, Strategic Financial..., Fixed Income, Hedge Funds, Wealth Management, Finance
Education
Boston University 2001 — 2003
Certificate in Certified Financial Planning, Financial Planning
Bentley University 1982 — 1986
Bachelor of Science, Accounting
Fidelity Investments 2013 - Present
E*TRADE Financial 2011 - 2013
E*TRADE Financial 2008 - 2011
Fidelity Investments 2006 - 2008
Education
Emory University - Goizueta Business School 2011 — 2014
Master of Business Administration (MBA)
Bentley University
Bachelor of Science (BS)
DirectAlert 2014 - Present
The Ready Group July 1994 - 2011
Franklin Pierce Personnel October 1989 - December 1991
Abbott Personnel Consulting October 1986 - October 1989
Fidelity Investments June 1984 - October 1986
Skills
Project Planning, Sales Management, Team Leadership, Leadership, Customer Satisfaction, B2B, Sales Process, Marketing Strategy, Marketing, CRM, Sales Operations, Customer Retention, New Business Development
Education
Bentley University 1984 — 1986
Personnel Administration
Katharine Gibbs School Boston, MA 1983 — 1984
Towers Watson October 2013 - Present
Mercer August 2010 - October 2013
Fidelity Investments June 2008 - August 2010
GateHouse Media New England May 2007 - June 2008
Skills
Defined Benefit, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Outlook, Salesforce.com, Account Management, Accounting
Education
Bentley University 2003 — 2007
Bachelor's degree, Business Administration and Management
Fidelity Investments
Skills
Mutual Funds, Project Management, Requirements Gathering, Vendor Management
Education
Bentley University
Bachelor of Science (BS), Economics/Finance
Medaglia & Co., Inc. September 2014 - Present
Fidelity Investments March 2007 - March 2014
Skills
Certified Public...
Education
Bentley University
Master's Degree, Taxation
Plymouth State University
Bachelor's Degree, Accounting / Economics
The Boston Consulting Group July 2015 - Present
Fidelity Investments June 2014 - August 2014
Cherry Creek Mortgage May 2013 - August 2013
Cherry Creek Mortgage May 2012 - August 2012
Meziere Enterprises June 2011 - August 2011
Skills
Credit, Accounting, Finance, Microsoft Excel, Access, QuickBooks, Accounts Payable, Customer Service, Accounts Receivable, Microsoft Word, Microsoft Office, Financial Reporting, PowerPoint, Financial Analysis, Outlook, Budgets, Loans, Mortgage Lending, Data Entry, Time Management, Sales
Education
Bentley University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Universitat Autònoma de Barcelona 2014 — 2014
BS, Economics Finance
San Pasqual 2006 — 2011
High School Diploma
WCVB-TV August 2012 - Present
CBS News/WBZ-TV October 1996 - June 2012
WGME-TV November 1994 - October 1996
WAFF-TV August 1992 - September 1994
Fidelity Investments August 1986 - October 1990
Skills
Research, Crisis Communications, Investigative Reporting, Journalism, Broadcast, Storytelling, Television, Breaking News, Video Production, Editing, Broadcast Journalism, News Writing, Avid, Broadcast Television, Video, Media Relations, New Media, Online Journalism, Interviews, Video Editing, Blogging, Press Releases, Videography, Newspaper, Non-linear Editing, Documentaries, Copy Editing, Editorial, Camera, AP Style, Media Production, Feature Articles
Education
Boston University 1990 — 1991
MS, Broadcast Journalism
Bentley College 1982 — 1986
BS, Computer Information Systems
Bentley College 1982 — 1986
AS, Management
Fidelity Investments April 2007 - Present
Ernst & Young January 2000 - April 2007
Skills
Internal Controls
Education
Bentley College 1998 — 1999
M.S., Accountancy
University of Wisconsin-Madison 1997 — 1998
M.S., Economics
Renmin University of China
B.S, M.S., Finance
Fidelity Investments June 1996 - Present
Education
Wharton School, University of Pennsylvania 2005 — 2008
Securities Industry Institute Certificate
Bentley University 1993 — 1997
MS, Computer Information Systems
Salem State College 1984 — 1988
BS, Accounting
Fidelity Investments January 2012 - Present
Liberty Mutual Insurance 2009 - 2010
Education
Bentley University 2005 — 2009
Bachelor of Science, Finance and Economics
Fidelity Investments April 1999 - Present
IDD Information Services September 1989 - April 1999
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Process Improvement, Software Documentation, Software Project..., Program Management, SQL, Vendor Management, Project Management, Agile Methodologies, Data Analysis, Oracle
Education
Bentley College
Masters, Accountancy
University of New Hampshire
BA, Economics
Beacon Trust Company June 2011 - Present
Fidelity Investments July 2007 - June 2011
Fidelity Investments June 1999 - June 2007
Skills
Financial Analysis, Investments, Auditing, Equities, Microsoft Excel, Fixed Income, Accounting, Data Analysis, Financial Reporting, Cash Management, Financial Services, Internal Audit
Education
Bentley University 1995 — 1999
MS, Finance
Massachusetts Medical Society September 2011 - Present
Fidelity Investments March 1990 - June 1997
Skills
Project Management, Data Analysis, Program Management, Research, Event Management, Recruiting
Education
Bentley University 1995 — 1995
Human Resources certificate
Salem State University 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Fidelity Investments February 2014 - Present
Fidelity Investments 1999 - Present
PwC 1981 - 1999
Skills
Fixed Income, Portfolio Management, Strategic Financial..., SDLC, Risk Management, Relationship Management, Management Consulting, Operational Risk..., Governance, Vendor Management, Financial Services, Mutual Funds, Investments, Asset Management, Equities, Business Analysis, Financial Analysis, Strategy, Securities
Education
Bentley College
Bachelor's degree, Accounting and Computer Science