Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

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Fidelity Investments Employees

Employee
Years
Job
Industry
Karen Read Karen Read Greater Boston Area Details
Karen Read's Fidelity Investments Experience September 2007 - Present
Job Equity Research
Industry Investment Management
Experience
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

Marc Sparozic Marc Sparozic Greater New York City Area Details
Marc Sparozic's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Banking
Experience
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

Kieran de Brun Kieran de Brun Greater New York City Area Details
Kieran de Brun's Fidelity Investments Experience December 2013 - January 2014
Job Point72 Asset Management
Industry Research
Experience
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

Michelle Sykes Michelle Sykes Greater Boston Area Details
Michelle Sykes's Fidelity Investments Experience July 2014 - September 2015
Job Tax Director at Fidelity Investments
Industry Financial Services
Experience
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

Lindsay Hartman Lindsay Hartman Providence, Rhode Island Area Details
Lindsay Hartman's Fidelity Investments Experience September 1999 - January 2003
Job Director, Wealth Management
Industry Financial Services
Experience
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

Matthew Real Matthew Real Greater Boston Area Details
Matthew Real's Fidelity Investments Experience February 2010 - September 2010
Job Vice President & Branch Complex Manager at Charles Schwab
Industry Financial Services
Experience
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

Lori Miller Looney Lori Miller Looney Greater San Diego Area Details
Lori Miller Looney's Fidelity Investments Experience 1999 - 2001
Job Conversion Manager Retirement Department at TRIAD
Industry Human Resources
Experience
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

Mary Gribbons Mary Gribbons Greater Boston Area Details
Mary Gribbons's Fidelity Investments Experience January 2014 - August 2014
Job UX Research Coordinator at Buildium LLC
Industry Research
Experience
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

Nicholas DiBella Nicholas DiBella Revere, Massachusetts Details
Nicholas DiBella's Fidelity Investments Experience June 2015 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Nicholas Mirlocca Nicholas Mirlocca Greater Boston Area Details
Nicholas Mirlocca's Fidelity Investments Experience June 2007 - August 2007
Job Performance and Attribution Analyst at Acadian Asset Management
Industry Investment Management
Experience
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

Jonathan Silva Jonathan Silva Greater Boston Area Details
Jonathan Silva's Fidelity Investments Experience March 2008 - August 2009
Job Principal Financial Analyst at Boston Scientific
Industry Financial Services
Experience
Boston Scientific  July 2015 - Present
Boston Scientific  July 2013 - July 2015
Sunovion Pharmaceuticals Inc.  October 2012 - January 2013
Atmospheric & Environmental Research, Inc.   April 2011 - October 2012
Raytheon  August 2009 - April 2011
Fidelity Investments   March 2008 - August 2009
Fidelity Investments   August 2007 - March 2008
Fidelity Investments   June 2006 - August 2007
Fidelity Investments   2001 - 2003

Skills
Microsoft Office, Essbase, Hyperion, SAP BW, SAP, COBRA, Earned Value Management, Financial Analysis, Excel, Budgeting, PowerPoint, Word, Financial Reporting, Outlook, Forecasting, MS Project, Government Contracting, ITAR, DoD

Education
D'Amore-McKim School of Business at Northeastern University   2006 — 2009
MBA, Finanace

Bentley University   2000 — 2004
BS, Corporate Finance and Accounting

Chelmsford High School   1996 — 2000

Linda Woods, CPA Linda Woods, CPA Greater Boston Area Details
Linda Woods, CPA's Fidelity Investments Experience February 1996 - September 1998
Job Lead Consultant at Collaborative Consulting
Industry Financial Services
Experience
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

Lisa Roy Lisa Roy Greater Boston Area Details
Lisa Roy's Fidelity Investments Experience 1994 - 1995
Job Executive Staffing and Recruiting, Senior Consultant at The Bowdoin Group
Industry Staffing and Recruiting
Experience
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

Martin Baker CFP® Martin Baker CFP® Greater Boston Area Details
Martin Baker CFP®'s Fidelity Investments Experience October 2014 - Present
Job
Industry Investment Management
Experience
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

Michael Roy, CIMA Michael Roy, CIMA Greater Boston Area Details
Michael Roy, CIMA's Fidelity Investments Experience July 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Marty Loew Marty Loew Greater Boston Area Details
Marty Loew's Fidelity Investments Experience June 2010 - August 2010
Job Associate at NewStar Financial
Industry Financial Services
Experience
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

Karen Sharland Karen Sharland Greater Boston Area Details
Karen Sharland's Fidelity Investments Experience June 2008 - January 2010
Job Operations & Program Management Leader
Industry Financial Services
Experience
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

Michael Ebels Michael Ebels Greater Boston Area Details
Michael Ebels's Fidelity Investments Experience September 1996 - August 1998
Job Global Industry Program Director @ Accenture
Industry Information Technology and Services
Experience
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

Kevin Roisin Kevin Roisin Raleigh-Durham, North Carolina Area Details
Kevin Roisin's Fidelity Investments Experience July 2012 - May 2014
Job Software Engineer at IBM
Industry Computer Software
Experience
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

Lisa Celona Lisa Celona Greater Boston Area Details
Lisa Celona's Fidelity Investments Experience 2003 - 2011
Job Sr. Business Analyst at Mapfre
Industry Insurance
Experience
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

Kathryn Howard Kathryn Howard Greater Boston Area Details
Kathryn Howard's Fidelity Investments Experience June 2010 - August 2010
Job Financial Analyst at New Balance
Industry Retail
Experience
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

Josh Rutstein Josh Rutstein Greater Boston Area Details
Josh Rutstein's Fidelity Investments Experience July 2003 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Financial Services
Experience
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

Lyman H. Jackson, CFP® Lyman H. Jackson, CFP® Newton Center, Massachusetts Details
Lyman H. Jackson, CFP®'s Fidelity Investments Experience September 1988 - January 1991
Job Managing Partner at Financial Planning Solutions, LLC
Industry Financial Services
Experience
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

Marian Hayes-O'Sullivan Marian Hayes-O'Sullivan Northborough, Massachusetts Details
Marian Hayes-O'Sullivan's Fidelity Investments Experience April 1998 - February 2009
Job Executive Assistant at EMC Global Services
Industry Information Technology and Services
Experience
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

Maximilian Ostrowski Maximilian Ostrowski New York, New York Details
Maximilian Ostrowski's Fidelity Investments Experience March 2013 - Present
Job CD Underwriting Associate
Industry Financial Services
Experience
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

Matthew Van Liere Matthew Van Liere Greater Boston Area Details
Matthew Van Liere's Fidelity Investments Experience June 2014 - Present
Job Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Julie Ramaci Julie Ramaci Denver, Colorado Details
Julie Ramaci's Fidelity Investments Experience August 2004 - February 2006
Job Consulting Controller
Industry Accounting
Experience
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

Lisa Lohnes Lisa Lohnes Greater Boston Area Details
Lisa Lohnes's Fidelity Investments Experience November 2003 - December 2008
Job
Industry Human Resources
Experience
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

Lacey Nemergut Lacey Nemergut Philadelphia, Pennsylvania Details
Lacey Nemergut's Fidelity Investments Experience June 2013 - August 2013
Job Judicial Intern at Middlesex County Superior Court
Industry Law Practice
Experience
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

Matthew Cesaro Matthew Cesaro Boston, Massachusetts Details
Matthew Cesaro's Fidelity Investments Experience June 2010 - May 2011
Job Officer, Auditor
Industry Financial Services
Experience
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

Justin Freedman Justin Freedman Boston, Massachusetts Details
Justin Freedman's Fidelity Investments Experience April 2012 - December 2013
Job Financial Analyst at Acadian Asset Management
Industry Financial Services
Experience
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

Matt Sher Matt Sher Greater Boston Area Details
Matt Sher's Fidelity Investments Experience February 2006 - June 2007
Job Manager Electronic Trading Services at Luminex Trading & Analytics LLC
Industry Financial Services
Experience
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

Lisa Aiello Lisa Aiello Abington, Massachusetts Details
Lisa Aiello's Fidelity Investments Experience November 1995 - April 1997
Job IT Security Program Manager at Bain Capital
Industry Information Technology and Services
Experience
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

Michele Kelleher Michele Kelleher Greater Boston Area Details
Michele Kelleher's Fidelity Investments Experience 1991 - 2000
Job Independent Consultant at Trip Director
Industry Hospitality
Experience
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

Kerrin Welch Kerrin Welch Greater Boston Area Details
Kerrin Welch's Fidelity Investments Experience June 2012 - August 2012
Job Media Planner at Connelly Partners
Industry Marketing and Advertising
Experience
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

Kellie McDade Kellie McDade Windham, New Hampshire Details
Kellie McDade's Fidelity Investments Experience June 2015 - Present
Job Technical Intern at Fidelity Investments
Industry
Experience
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

Megan Levy, CPA Megan Levy, CPA Greater Boston Area Details
Megan Levy, CPA's Fidelity Investments Experience May 2010 - May 2011
Job Assurance Senior Associate at PwC
Industry Financial Services
Experience
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

Judy DeFilippo Judy DeFilippo Greater Boston Area Details
Judy DeFilippo's Fidelity Investments Experience February 2007 - February 2008
Job Development Manager at TIAACREF
Industry Financial Services
Experience
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

Jonathan Szeto Jonathan Szeto Raleigh-Durham, North Carolina Area Details
Jonathan Szeto's Fidelity Investments Experience July 2012 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Michael Dooling Michael Dooling Greater Boston Area Details
Michael Dooling's Fidelity Investments Experience September 2010 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Matthew Chick Matthew Chick Greater Boston Area Details
Matthew Chick's Fidelity Investments Experience June 1996 - December 2003
Job Coordinator of Youth Ministry at St. Mary's Church
Industry Religious Institutions
Experience
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

Mike Jutras Mike Jutras Smithfield, Rhode Island Details
Mike Jutras's Fidelity Investments Experience July 2014 - Present
Job Sr. Manager, Quality Assurance Engineering at Fidelity Investments
Industry Financial Services
Experience
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

Kaitlin Anelauskas Kaitlin Anelauskas Greater Boston Area Details
Kaitlin Anelauskas's Fidelity Investments Experience October 2008 - December 2013
Job User Experience Designer & Professional Triathlete
Industry Design
Experience
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

Kevin Kidd Kevin Kidd San Francisco, California Details
Kevin Kidd's Fidelity Investments Experience June 2006 - June 2009
Job Assistant Vice President at Bank of the West
Industry Computer & Network Security
Experience
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

Michele Guillemette Michele Guillemette Greater Boston Area Details
Michele Guillemette's Fidelity Investments Experience June 2007 - Present
Job Senior Advisor Asset Management Compliance Fidelity Investments
Industry Financial Services
Experience
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

Kenneth Bernier Kenneth Bernier Greater Boston Area Details
Kenneth Bernier's Fidelity Investments Experience January 1997 - Present
Job Sales Trader at Fidelity Investments
Industry Financial Services
Experience
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

Kristin DiCrescenzo Kristin DiCrescenzo Greater Boston Area Details
Kristin DiCrescenzo's Fidelity Investments Experience July 2007 - December 2007
Job EMC
Industry Financial Services
Experience
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

Kosta Rozanitis Kosta Rozanitis Greater Boston Area Details
Kosta Rozanitis's Fidelity Investments Experience July 2010 - Present
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
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

Lois Mentzer, CCP Lois Mentzer, CCP Greater Boston Area Details
Lois Mentzer, CCP's Fidelity Investments Experience 2007 - Present
Job
Industry Financial Services
Experience
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

Kristin Greeley Kristin Greeley Greater Boston Area Details
Kristin Greeley's Fidelity Investments Experience May 1995 - December 1995
Job National Account Manager at Columbia Management
Industry Financial Services
Experience
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

Karen Utter Karen Utter Greater Boston Area Details
Karen Utter's Fidelity Investments Experience October 2011 - Present
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
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

Michael J Drake, PMP Michael J Drake, PMP Greater Boston Area Details
Michael J Drake, PMP's Fidelity Investments Experience August 2009 - June 2012
Job VP, Customer Satisfaction at EBSCO Information Services (EIS)
Industry Information Technology and Services
Experience
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

Maria Harrington Maria Harrington Pelham, New Hampshire Details
Maria Harrington's Fidelity Investments Experience October 1998 - September 2008
Job Owner at Secret Eden Flowers
Industry Design
Experience
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

Lynne Hartnett Lynne Hartnett Greater Boston Area Details
Lynne Hartnett's Fidelity Investments Experience August 2000 - Present
Job Project Manager
Industry Financial Services
Experience
Fidelity Investments   August 2000 - Present

Education
Bentley University   1982 — 1986
BS, AS, Marketing, Management, Accountancy

Southern New Hampshire University
MBA, Business

Kimberly Sciabarrasi Kimberly Sciabarrasi Providence, Rhode Island Area Details
Kimberly Sciabarrasi's Fidelity Investments Experience September 2001 - Present
Job Director, Marketing Communications at Fidelity Investments
Industry Financial Services
Experience
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

Joseph Bakaysa Joseph Bakaysa Boston, Massachusetts Details
Joseph Bakaysa's Fidelity Investments Experience September 2005 - March 2006
Job VP, Premier Relationship Manager
Industry Banking
Experience
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

Meika Azul Meika Azul Greater Boston Area Details
Meika Azul's Fidelity Investments Experience October 2003 - August 2007
Job Head of Production and Operations at John Hancock Investments
Industry Financial Services
Experience
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

Mark Follett Mark Follett Nashua, New Hampshire Details
Mark Follett's Fidelity Investments Experience December 2003 - Present
Job Fund Accounting Analyst III at Fidelity Investments
Industry Financial Services
Experience
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

Laura Wymes Laura Wymes Providence, Rhode Island Area Details
Laura Wymes's Fidelity Investments Experience September 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
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

Michael Edwards, CFA Michael Edwards, CFA Greater Boston Area Details
Michael Edwards, CFA's Fidelity Investments Experience 2003 - 2004
Job Managing Partner, Boston Hill Advisors, LLC
Industry Investment Management
Experience
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

Joshua Paulin Joshua Paulin Greater Boston Area Details
Joshua Paulin's Fidelity Investments Experience July 2012 - Present
Job Principal Business Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Melinda Chan Melinda Chan Chicago, Illinois Details
Melinda Chan's Fidelity Investments Experience June 2007 - August 2007
Job Special Education Teacher with Chicago Public Schools
Industry Primary/Secondary Education
Experience
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

Kevin Parnell Kevin Parnell Greater Boston Area Details
Kevin Parnell's Fidelity Investments Experience May 2006 - July 2007
Job Operations Specialist at The Crosby Company of New Hampshire
Industry Financial Services
Experience
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

Kelly Lynn Rondeau Kelly Lynn Rondeau Providence, Rhode Island Area Details
Kelly Lynn Rondeau's Fidelity Investments Experience May 2004 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2004 - Present

Education
Bentley University   2000 — 2004
Bachelor's degree, Computer Information Systems

Kim Peaslee Kim Peaslee Greater Boston Area Details
Kim Peaslee's Fidelity Investments Experience May 2011 - Present
Job Instructional Design Consultant
Industry Financial Services
Experience
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.

Margaret Ng Margaret Ng Greater Boston Area Details
Margaret Ng's Fidelity Investments Experience 2012 - 2014
Job FInancial Analyst IV at Santander Bank, N.A.
Industry Banking
Experience
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

Michael Rohnstock Michael Rohnstock Greater Boston Area Details
Michael Rohnstock's Fidelity Investments Experience October 2000 - November 2008
Job Financial Reporting Applications Designer / Analyst
Industry Information Technology and Services
Experience
Fidelity Investments   October 2000 - November 2008
Boston Scientific  1990 - 2008
Boston Scientific  April 1996 - October 2000

Education
Bentley University
Accounting, Finance

Mike Trainor, CFP® Mike Trainor, CFP® Greater Boston Area Details
Mike Trainor, CFP®'s Fidelity Investments Experience May 2006 - July 2008
Job Wealth Manager at USAA
Industry Investment Management
Experience
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

Laura Welsh Laura Welsh Greater Boston Area Details
Laura Welsh's Fidelity Investments Experience Regional Financial AnaylstMarriott International1994 - 1999
Job Senior Director, Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Regional Financial AnaylstMarriott International1994 - 1999

Education
Bentley University
BS, Eco-Fi

Mary-Frances Barry Mary-Frances Barry Greater Boston Area Details
Mary-Frances Barry's Fidelity Investments Experience November 2006 - August 2008
Job Executive Director, Global Funds Services, JPMorgan Chase
Industry Financial Services
Experience
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

Mike Palermo, CEP Mike Palermo, CEP Greater Atlanta Area Details
Mike Palermo, CEP's Fidelity Investments Experience 2013 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
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)

LAURIE READY LAURIE READY Greater Boston Area Details
LAURIE READY's Fidelity Investments Experience June 1984 - October 1986
Job Client Relationship Director at DirectAlert
Industry Marketing and Advertising
Experience
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

Michael Coen Michael Coen Greater Boston Area Details
Michael Coen's Fidelity Investments Experience June 2008 - August 2010
Job Senior Benefits Analyst at Towers Watson
Industry Management Consulting
Experience
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

Kristen Ames Gillen Kristen Ames Gillen Greater Boston Area Details
Kristen Ames Gillen's Fidelity Investments Experience
Job Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Mutual Funds, Project Management, Requirements Gathering, Vendor Management

Education
Bentley University
Bachelor of Science (BS), Economics/Finance

Joseph Krug Joseph Krug Greater Boston Area Details
Joseph Krug's Fidelity Investments Experience March 2007 - March 2014
Job CPA, MST
Industry Financial Services
Experience
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

Nicholas Gagnon Nicholas Gagnon Boston, Massachusetts Details
Nicholas Gagnon's Fidelity Investments Experience June 2014 - August 2014
Job Associate Researcher at The Boston Consulting Group
Industry Financial Services
Experience
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

KATHY CURRAN KATHY CURRAN Greater Boston Area Details
KATHY CURRAN's Fidelity Investments Experience August 1986 - October 1990
Job Investigative Reporter at WCVBTV
Industry Broadcast Media
Experience
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

Ling Xiao Ling Xiao Greater Boston Area Details
Ling Xiao's Fidelity Investments Experience April 2007 - Present
Job Audit Vice President at Fidelity Investments
Industry Financial Services
Experience
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

Michael Ciarcia Michael Ciarcia Greater Boston Area Details
Michael Ciarcia's Fidelity Investments Experience June 1996 - Present
Job VP Finance at Fidelity Investments
Industry Financial Services
Experience
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

Nicholas Feltz Nicholas Feltz Greater Boston Area Details
Nicholas Feltz's Fidelity Investments Experience January 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2012 - Present
Liberty Mutual Insurance  2009 - 2010

Education
Bentley University   2005 — 2009
Bachelor of Science, Finance and Economics

Karen McCarthy Berube Karen McCarthy Berube Greater Boston Area Details
Karen McCarthy Berube's Fidelity Investments Experience April 1999 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Lucy Osborne Lucy Osborne Nashua, New Hampshire Details
Lucy Osborne's Fidelity Investments Experience July 2007 - June 2011
Job Accountant at Beacon Trust Company
Industry Investment Management
Experience
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

Leslie Narahara Leslie Narahara United States Details
Leslie Narahara's Fidelity Investments Experience March 1990 - June 1997
Job Human Resources Professional
Industry Human Resources
Experience
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

Kathleen A Tucker Kathleen A Tucker Charlestown, Massachusetts Details
Kathleen A Tucker's Fidelity Investments Experience February 2014 - Present
Job SVP Compliance Business & Technology Strategy at Fidelity Investments
Industry Financial Services
Experience
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

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