Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Sheldon Holder Sheldon Holder's Fidelity Investments Experience July 2015 - Present
Job Associate Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Year Up September 2014 - July 2015
YMCA of Greater Providence January 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, Windows Server, SharePoint, Python, Raptor, HTML Scripting, Ruby on Rails, Computer Hardware..., Software Troubleshooting, CSS, Active Directory, Web Development, Game Design, Teamwork, PowerPoint, HTML, Windows 7, Public Speaking
Education
Year Up - Providence 2014 — 2015
Information Technology
University of Rhode Island 2011 — 2012
Mechanical Engineering
St. Andrews School
Fidelity Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Year Up September 2014 - July 2015
YMCA of Greater Providence January 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, Windows Server, SharePoint, Python, Raptor, HTML Scripting, Ruby on Rails, Computer Hardware..., Software Troubleshooting, CSS, Active Directory, Web Development, Game Design, Teamwork, PowerPoint, HTML, Windows 7, Public Speaking
Education
Year Up - Providence 2014 — 2015
Information Technology
University of Rhode Island 2011 — 2012
Mechanical Engineering
St. Andrews School
Jacquelyn Schick Jacquelyn Schick's Fidelity Investments Experience May 1990 - October 1995
Job CoFounder, Executive Access, LLC
Industry Financial Services
Experience
Executive Access, LLC January 2002 - Present
OppenheimerFunds October 1995 - February 2001
Fidelity Investments May 1990 - October 1995
Education
University of Richmond 1984 — 1988
BS in BA, Finance/Marketing
Executive Access, LLC January 2002 - Present
OppenheimerFunds October 1995 - February 2001
Fidelity Investments May 1990 - October 1995
Education
University of Richmond 1984 — 1988
BS in BA, Finance/Marketing
Nathaniel Kujawski Nathaniel Kujawski's Fidelity Investments Experience October 2010 - Present
Job CRM Program Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments July 2009 - October 2010
Fidelity Investments July 2006 - July 2009
Fidelity Investments July 2005 - July 2006
Fidelity Investments August 2003 - July 2005
Fraunhofer IIS January 2003 - June 2003
Skills
Requirements Analysis, Software Project..., Business Analysis, MS Project, Agile, OBIEE, Agile Methodologies, CRM, Product Management, SDLC, Requirements Gathering, Business Requirements, Vendor Management, Systems Analysis, Project Portfolio..., PMP, Project Management, Program Management, Visio
Education
University of Rhode Island 1999 — 2004
Bachelors, Computer Science
Fidelity Investments October 2010 - Present
Fidelity Investments July 2009 - October 2010
Fidelity Investments July 2006 - July 2009
Fidelity Investments July 2005 - July 2006
Fidelity Investments August 2003 - July 2005
Fraunhofer IIS January 2003 - June 2003
Skills
Requirements Analysis, Software Project..., Business Analysis, MS Project, Agile, OBIEE, Agile Methodologies, CRM, Product Management, SDLC, Requirements Gathering, Business Requirements, Vendor Management, Systems Analysis, Project Portfolio..., PMP, Project Management, Program Management, Visio
Education
University of Rhode Island 1999 — 2004
Bachelors, Computer Science
Sarah Edenbach Sarah Edenbach's Fidelity Investments Experience January 2015 - Present
Job VP, Solution Design & Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2013 - December 2014
Fidelity Investments March 2008 - March 2013
Fidelity Investments January 2006 - March 2008
Fidelity Investments July 2004 - January 2006
Fidelity Investments September 1998 - July 2004
Skills
Instructional Design, Coaching, Training Delivery, Team Management, Curriculum Design, Leadership Development
Education
University of Rhode Island 2003 — 2007
BS, Animal Science
Fidelity Investments January 2015 - Present
Fidelity Investments March 2013 - December 2014
Fidelity Investments March 2008 - March 2013
Fidelity Investments January 2006 - March 2008
Fidelity Investments July 2004 - January 2006
Fidelity Investments September 1998 - July 2004
Skills
Instructional Design, Coaching, Training Delivery, Team Management, Curriculum Design, Leadership Development
Education
University of Rhode Island 2003 — 2007
BS, Animal Science
Eamonn Hartnett CIMA® Eamonn Hartnett CIMA®'s Fidelity Investments Experience May 2007 - Present
Job Sr. Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Skills
Series 63, Series 7, Mutual Funds, 401k
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science (BS), Finance, General
Fidelity Investments May 2007 - Present
Skills
Series 63, Series 7, Mutual Funds, 401k
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science (BS), Finance, General
William H. Champlin William H. Champlin's Fidelity Investments Experience September 1998 - February 2014
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
PNC April 2014 - December 2014
Fidelity Investments September 1998 - February 2014
Education
University of Rhode Island 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
MassMutual Financial Group May 2015 - Present
PNC April 2014 - December 2014
Fidelity Investments September 1998 - February 2014
Education
University of Rhode Island 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Jesse Pezzillo Jesse Pezzillo's Fidelity Investments Experience March 2015 - Present
Job Digital Campaign Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2015 - Present
CM Access July 2014 - March 2015
Destination XL Group, Inc. September 2013 - July 2014
Atrion Networking Corporation September 2012 - August 2013
Casual Male Retail Group June 2012 - August 2012
Education Exchange March 2012 - August 2012
Barrington Beach 2011 June 2011 - August 2011
Rhode Island College April 2010 - July 2011
YMCA of Greater Providence June 2008 - August 2010
Skills
Marketing, Facebook, Adobe Creative Suite, Microsoft Excel, Advertising, Excel, SPSS, Time Management, Minitab, Public Speaking, Social Media Marketing, Teamwork, Microsoft Office, Access, Web Design, Marketing Research, Editing, Marketing Communications, Social Networking, Fundraising, Photoshop, InDesign, Market Research, Event Planning, Social Media, Photography, PowerPoint, Microsoft Word, Research, Illustrator, Email Marketing, Management, Data Analysis, Project Management, HTML, CSS, PHP, jQuery, Website Development, Recruiting, Community Outreach
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor's of Science in Business Administration, Marketing
Fidelity Investments March 2015 - Present
CM Access July 2014 - March 2015
Destination XL Group, Inc. September 2013 - July 2014
Atrion Networking Corporation September 2012 - August 2013
Casual Male Retail Group June 2012 - August 2012
Education Exchange March 2012 - August 2012
Barrington Beach 2011 June 2011 - August 2011
Rhode Island College April 2010 - July 2011
YMCA of Greater Providence June 2008 - August 2010
Skills
Marketing, Facebook, Adobe Creative Suite, Microsoft Excel, Advertising, Excel, SPSS, Time Management, Minitab, Public Speaking, Social Media Marketing, Teamwork, Microsoft Office, Access, Web Design, Marketing Research, Editing, Marketing Communications, Social Networking, Fundraising, Photoshop, InDesign, Market Research, Event Planning, Social Media, Photography, PowerPoint, Microsoft Word, Research, Illustrator, Email Marketing, Management, Data Analysis, Project Management, HTML, CSS, PHP, jQuery, Website Development, Recruiting, Community Outreach
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor's of Science in Business Administration, Marketing
Nicholas Sangster Nicholas Sangster's Fidelity Investments Experience November 2012 - December 2013
Job Public safety
Industry Public Safety
Experience
Public safety January 2014 - Present
Fidelity Investments November 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Time Management, Windows, Lenel, Citrix, Data Analysis, Outlook
Education
University of Rhode Island 2009 — 2012
Public safety January 2014 - Present
Fidelity Investments November 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Time Management, Windows, Lenel, Citrix, Data Analysis, Outlook
Education
University of Rhode Island 2009 — 2012
Rebecca Spahn Rebecca Spahn's Fidelity Investments Experience March 2013 - December 2014
Job Development Planning Analyst at Hasbro
Industry Information Technology and Services
Experience
Hasbro December 2014 - Present
Fidelity Investments March 2013 - December 2014
CORE Business Technologies May 2008 - March 2013
University of Rhode Island 2007 - 2008
USDA 2005 - 2006
Skills
Troubleshooting, Windows, SQL, Databases, IIS, Excel, Web Applications, Windows Server, Windows Server 2008, Windows Server 2003, Windows 7, POS, Financial Reporting, Retail Systems, Healthcare Information..., Information Architecture, Information Management, System Architecture, Quality Assurance, Software Quality..., Software Implementation, Software Training, Software Installation, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft SQL Server, Analysis, Customer Service, Testing
Education
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelor of Science (B.S.), Management of Information Systems
Hasbro December 2014 - Present
Fidelity Investments March 2013 - December 2014
CORE Business Technologies May 2008 - March 2013
University of Rhode Island 2007 - 2008
USDA 2005 - 2006
Skills
Troubleshooting, Windows, SQL, Databases, IIS, Excel, Web Applications, Windows Server, Windows Server 2008, Windows Server 2003, Windows 7, POS, Financial Reporting, Retail Systems, Healthcare Information..., Information Architecture, Information Management, System Architecture, Quality Assurance, Software Quality..., Software Implementation, Software Training, Software Installation, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft SQL Server, Analysis, Customer Service, Testing
Education
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelor of Science (B.S.), Management of Information Systems
Michele Gagnon's Fidelity Investments Experience August 2011 - Present
Job Senior External RecruiterConnecting Financial Advisors with CareerGrowth Opportunities at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Admirals Bank September 2010 - August 2011
Rhode Island Department of Labor and Training December 2009 - November 2010
Robert Half Finance & Accounting June 2007 - October 2009
US Airways May 1987 - January 2006
Skills
Talent Acquisition, Recruitment/Retention, Talent Development, Applicant Tracking..., Internet Recruiting, Benefits Negotiation, Technical Recruiting, Talent Management, Strategic Sourcing, Executive Search, Human Resources, College Recruiting, Recruiting, Onboarding, Screening Resumes, Interviews, Sourcing, Employer Branding, Contract Recruitment, Employee Relations, HRIS, Personnel Management, Resume Writing, Deferred Compensation, Succession Planning, Temporary Placement, Performance Management, Training, Hiring, Temporary Staffing, HR Policies, HR Consulting, Career Counseling, Employee Engagement, Job Descriptions, Search, Workforce Planning, Staffing Services, Taleo, Screening, Employee Benefits, New Hire Orientations, Benefits Administration, FMLA, Payroll, Recruitment Advertising, PeopleSoft, Career Development, Behavioral Interviewing, Employee Training
Education
University of Rhode Island 1984 — 2001
B.S., Human Development
Cumberland High School 1980 — 1983
General Studies, Business/Commerce, General
Fidelity Investments August 2011 - Present
Admirals Bank September 2010 - August 2011
Rhode Island Department of Labor and Training December 2009 - November 2010
Robert Half Finance & Accounting June 2007 - October 2009
US Airways May 1987 - January 2006
Skills
Talent Acquisition, Recruitment/Retention, Talent Development, Applicant Tracking..., Internet Recruiting, Benefits Negotiation, Technical Recruiting, Talent Management, Strategic Sourcing, Executive Search, Human Resources, College Recruiting, Recruiting, Onboarding, Screening Resumes, Interviews, Sourcing, Employer Branding, Contract Recruitment, Employee Relations, HRIS, Personnel Management, Resume Writing, Deferred Compensation, Succession Planning, Temporary Placement, Performance Management, Training, Hiring, Temporary Staffing, HR Policies, HR Consulting, Career Counseling, Employee Engagement, Job Descriptions, Search, Workforce Planning, Staffing Services, Taleo, Screening, Employee Benefits, New Hire Orientations, Benefits Administration, FMLA, Payroll, Recruitment Advertising, PeopleSoft, Career Development, Behavioral Interviewing, Employee Training
Education
University of Rhode Island 1984 — 2001
B.S., Human Development
Cumberland High School 1980 — 1983
General Studies, Business/Commerce, General
Ron Morales Ron Morales's Fidelity Investments Experience October 2000 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2000 - Present
Education
University of Rhode Island
Finance, General
Fidelity Investments October 2000 - Present
Education
University of Rhode Island
Finance, General
John Ralls John Ralls's Fidelity Investments Experience April 2015 - Present
Job VP, Fidelity Family Office Services at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Bobby Dodd Institute June 2010 - Present
Payden & Rygel June 2013 - April 2015
A. Montag & Associates, Inc. October 2000 - May 2013
Skills
Investment Management, Asset Allocation, Alternative Investments, Asset Management, Investments, Portfolio Management, Equity Research, Investment Strategies, Private Equity, Mutual Funds, Wealth Management, Series 63, Securities, Investment Advisory, Bloomberg, Asset Managment, Bonds
Education
University of Richmond 1994 — 1998
Bach of Science - Business Admin., Finance
The Lovett School
Fidelity Investments April 2015 - Present
Bobby Dodd Institute June 2010 - Present
Payden & Rygel June 2013 - April 2015
A. Montag & Associates, Inc. October 2000 - May 2013
Skills
Investment Management, Asset Allocation, Alternative Investments, Asset Management, Investments, Portfolio Management, Equity Research, Investment Strategies, Private Equity, Mutual Funds, Wealth Management, Series 63, Securities, Investment Advisory, Bloomberg, Asset Managment, Bonds
Education
University of Richmond 1994 — 1998
Bach of Science - Business Admin., Finance
The Lovett School
Dave Larkin, CFP®'s Fidelity Investments Experience November 2006 - November 2009
Job Merrill Lynch Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Fidelity Investments November 2006 - November 2009
Fidelity Investments June 2005 - November 2006
Skills
Asset Management, Retirement, 401k, Mutual Funds, Investments, Estate Planning, Financial Advisory, Bonds, Portfolio Management, Retirement Planning, Asset Allocation, ETFs, Investment Strategies, Long-term Care, Pensions, 529 Plans, Personal Financial..., Securities, Wealth Management, Wealth
Education
University of Richmond 2001 — 2005
BA, Political Science, Economics
Merrill Lynch January 2010 - Present
Fidelity Investments November 2006 - November 2009
Fidelity Investments June 2005 - November 2006
Skills
Asset Management, Retirement, 401k, Mutual Funds, Investments, Estate Planning, Financial Advisory, Bonds, Portfolio Management, Retirement Planning, Asset Allocation, ETFs, Investment Strategies, Long-term Care, Pensions, 529 Plans, Personal Financial..., Securities, Wealth Management, Wealth
Education
University of Richmond 2001 — 2005
BA, Political Science, Economics
Alan (Al) Abbey's Fidelity Investments Experience July 1996 - November 2008
Job Information Technology Professional
Industry Information Technology and Services
Experience
Abbey Networking Info 2011 - July 2012
Sapphire Technologies placed at TJX May 2010 - October 2010
TEK Systems placed at Amica Insurance January 2009 - March 2010
Fidelity Investments July 1996 - November 2008
Stanley Bostitch / Stanley Fastening Systems September 1986 - July 1996
Blue Cross Blue Shield of Rhode Island 1985 - 1988
Cumberland Farms September 1985 - September 1986
Rhode Island Hospital Trust 1981 - 1984
Skills
ISPF, IBM Utilities, Xpediter, QMF, Fileaid, Intertest, DB2/SQL, Syncsort, SPUFI, Endevor, Easytrieve, SDSF, COBOL, CICS, SDLC, MS Office Suite, MS Project, PMBOK, User Acceptance Testing, System Integration..., End-to-end Testing, Integration Testing, Regression Testing, Compatibility Testing, Defect Tracking, Test Cases, Executing Test Plans, Batch Processing, Mainframe, Requirements Analysis, Testing, Documentation, Business Requirements, VSAM, TSO, JCL, DB2, Visio, IBM Mainframe, MVS, SQL, Access, Systems Analysis, FTP, Requirements Gathering, Application Development, Analysis, Word, Excel, Software Project...
Education
Bryant University 2011 — 2011
Certification, Project Management Certification
Metrix Learning Online (Lean Six Sigma) 2011 — 2011
n/a, Lean Six Sigma Methodology
Metrix Learning Online (MS Access) 2011 — 2011
n/a, MS Access
Metrix Learning Online (MS Project) 2011 — 2011
Project Management
University of Rhode Island - College of Business Administration 1976 — 1981
BS, Business Administration with concentration in Management Information Systems
East Providence High School 1972 — 1976
High School Diploma, College Preparation
Abbey Networking Info 2011 - July 2012
Sapphire Technologies placed at TJX May 2010 - October 2010
TEK Systems placed at Amica Insurance January 2009 - March 2010
Fidelity Investments July 1996 - November 2008
Stanley Bostitch / Stanley Fastening Systems September 1986 - July 1996
Blue Cross Blue Shield of Rhode Island 1985 - 1988
Cumberland Farms September 1985 - September 1986
Rhode Island Hospital Trust 1981 - 1984
Skills
ISPF, IBM Utilities, Xpediter, QMF, Fileaid, Intertest, DB2/SQL, Syncsort, SPUFI, Endevor, Easytrieve, SDSF, COBOL, CICS, SDLC, MS Office Suite, MS Project, PMBOK, User Acceptance Testing, System Integration..., End-to-end Testing, Integration Testing, Regression Testing, Compatibility Testing, Defect Tracking, Test Cases, Executing Test Plans, Batch Processing, Mainframe, Requirements Analysis, Testing, Documentation, Business Requirements, VSAM, TSO, JCL, DB2, Visio, IBM Mainframe, MVS, SQL, Access, Systems Analysis, FTP, Requirements Gathering, Application Development, Analysis, Word, Excel, Software Project...
Education
Bryant University 2011 — 2011
Certification, Project Management Certification
Metrix Learning Online (Lean Six Sigma) 2011 — 2011
n/a, Lean Six Sigma Methodology
Metrix Learning Online (MS Access) 2011 — 2011
n/a, MS Access
Metrix Learning Online (MS Project) 2011 — 2011
Project Management
University of Rhode Island - College of Business Administration 1976 — 1981
BS, Business Administration with concentration in Management Information Systems
East Providence High School 1972 — 1976
High School Diploma, College Preparation
Randall S. Gregory Randall S. Gregory's Fidelity Investments Experience October 1999 - January 2004
Job Financial Services Professional with New York Life at New York Life Insurance Company
Industry Financial Services
Experience
New York Life October 2006 - Present
New England Financial February 2004 - September 2006
Fidelity Investments October 1999 - January 2004
Skills
Estate Planning, Small Business, Retirement Planning, Tax Preparation, Risk Management
Education
University of Rhode Island 1995 — 1999
Business Management
New York Life October 2006 - Present
New England Financial February 2004 - September 2006
Fidelity Investments October 1999 - January 2004
Skills
Estate Planning, Small Business, Retirement Planning, Tax Preparation, Risk Management
Education
University of Rhode Island 1995 — 1999
Business Management
Brandon Cone Brandon Cone's Fidelity Investments Experience June 2014 - Present
Job Reconciliation Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Arkwright Advanced Coating April 2011 - June 2014
Bank of America May 2010 - October 2010
PricewaterhouseCoopers LLP October 2008 - November 2009
State Street Corporation July 2007 - October 2008
State Street Corporation July 2006 - July 2007
Gold Medal Bakery January 2005 - July 2006
Gold Medal Bakery September 2004 - January 2005
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Business Administration, Finance
Fidelity Investments June 2014 - Present
Arkwright Advanced Coating April 2011 - June 2014
Bank of America May 2010 - October 2010
PricewaterhouseCoopers LLP October 2008 - November 2009
State Street Corporation July 2007 - October 2008
State Street Corporation July 2006 - July 2007
Gold Medal Bakery January 2005 - July 2006
Gold Medal Bakery September 2004 - January 2005
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Business Administration, Finance
Tom Carrazzo Tom Carrazzo's Fidelity Investments Experience engineerhasbro, inc.1998 - 2006
Job Account Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments engineerhasbro, inc.1998 - 2006
Education
toll gate 1986 — 1989
University of Rhode Island - College of Business Administration
MBA, Marketing
Fidelity Investments engineerhasbro, inc.1998 - 2006
Education
toll gate 1986 — 1989
University of Rhode Island - College of Business Administration
MBA, Marketing
Gina Ujjayanee Roy Gina Ujjayanee Roy's Fidelity Investments Experience 2012 - 2012
Job Experienced Analyst with strong Accounting and Finance background, MBA, CMA
Industry Medical Devices
Experience
Waters Corporation July 2015 - Present
CVS Health February 2013 - July 2015
Fidelity Investments 2012 - 2012
F.M. GLobal January 2010 - September 2010
CVS Caremark Corporation 2006 - 2009
State Street Corp 2006 - 2006
Robert Half International 2004 - 2005
PriceWaterhouse Coopers - NewDelhi , India 1996 - 2000
Skills
Financial..., Financial Analysis, Trend Analysis, Sarbanes-Oxley, Auditing, Accounting, Excel (Advanced), Visio, PowerPoint, Access, Business Analysis, Process Improvement, Analysis, Account Reconciliation, Finance, Sarbanes-Oxley Act, General Ledger Analysis, Journal Entries, Presentation Skills, Balance Sheet Review
Education
University of Rhode Island - College of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 3.8 GPA
Institute of Management Accountants, New Jersey, USA 2002 — 2003
CMA, Certified Management Accountant (CMA)
Sri Ram College of Commerce, Delhi Univ
Bachelor's Degree, Accountancy
Waters Corporation July 2015 - Present
CVS Health February 2013 - July 2015
Fidelity Investments 2012 - 2012
F.M. GLobal January 2010 - September 2010
CVS Caremark Corporation 2006 - 2009
State Street Corp 2006 - 2006
Robert Half International 2004 - 2005
PriceWaterhouse Coopers - NewDelhi , India 1996 - 2000
Skills
Financial..., Financial Analysis, Trend Analysis, Sarbanes-Oxley, Auditing, Accounting, Excel (Advanced), Visio, PowerPoint, Access, Business Analysis, Process Improvement, Analysis, Account Reconciliation, Finance, Sarbanes-Oxley Act, General Ledger Analysis, Journal Entries, Presentation Skills, Balance Sheet Review
Education
University of Rhode Island - College of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 3.8 GPA
Institute of Management Accountants, New Jersey, USA 2002 — 2003
CMA, Certified Management Accountant (CMA)
Sri Ram College of Commerce, Delhi Univ
Bachelor's Degree, Accountancy
Kristina Kaplan Kristina Kaplan's Fidelity Investments Experience May 2012 - August 2012
Job Sales Operations Analyst at Aspen Technology
Industry Financial Services
Experience
Aspen Technology May 2013 - Present
Fidelity Investments May 2012 - August 2012
Sovereign Consulting Inc January 2008 - January 2012
Casual Male Retail Group June 2011 - August 2011
Skills
Microsoft Office, Data Entry, Organizational..., OSHA Certified, Microsoft Excel, Accounting, Marketing, Time Management, Data Analysis, Finance, PowerPoint, Microsoft Word, Analysis, Project Planning, Outlook, Editing, Account Reconciliation, Access, Process Improvement, Forecasting
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Science Degree, Business Administration May 2013; Finance
Aspen Technology May 2013 - Present
Fidelity Investments May 2012 - August 2012
Sovereign Consulting Inc January 2008 - January 2012
Casual Male Retail Group June 2011 - August 2011
Skills
Microsoft Office, Data Entry, Organizational..., OSHA Certified, Microsoft Excel, Accounting, Marketing, Time Management, Data Analysis, Finance, PowerPoint, Microsoft Word, Analysis, Project Planning, Outlook, Editing, Account Reconciliation, Access, Process Improvement, Forecasting
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Science Degree, Business Administration May 2013; Finance
Debbie Rodin Debbie Rodin's Fidelity Investments Experience December 2011 - Present
Job Director, Integrated Marketing at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments December 2011 - Present
Hill Holliday August 2011 - October 2011
Fidelity Investments March 2011 - August 2011
Hill Holliday Advertising May 2010 - February 2011
Fidelity Investments January 2008 - March 2009
Veritude / Fidelity Investments September 2006 - December 2008
Fidelity Investments January 2004 - April 2006
Fidelity Investments February 1999 - December 2003
Leonard Monahan Lubars & Partners January 1996 - December 1998
IBM 1981 - 1986
Skills
Marketing, Direct Marketing, Marketing Strategy, Integrated Marketing, Strategy, Management, Online Advertising, Product Marketing, Advertising, Leadership, Project Management, Program Management, Creative Direction, CRM, Retail, Public Relations, Account Management, Segmentation
Education
University of Rhode Island - College of Business Administration 1977 — 1980
BS, Business Mgt. & Marketing
Fidelity Investments December 2011 - Present
Hill Holliday August 2011 - October 2011
Fidelity Investments March 2011 - August 2011
Hill Holliday Advertising May 2010 - February 2011
Fidelity Investments January 2008 - March 2009
Veritude / Fidelity Investments September 2006 - December 2008
Fidelity Investments January 2004 - April 2006
Fidelity Investments February 1999 - December 2003
Leonard Monahan Lubars & Partners January 1996 - December 1998
IBM 1981 - 1986
Skills
Marketing, Direct Marketing, Marketing Strategy, Integrated Marketing, Strategy, Management, Online Advertising, Product Marketing, Advertising, Leadership, Project Management, Program Management, Creative Direction, CRM, Retail, Public Relations, Account Management, Segmentation
Education
University of Rhode Island - College of Business Administration 1977 — 1980
BS, Business Mgt. & Marketing
Christina Hyman Christina Hyman's Fidelity Investments Experience October 2012 - March 2014
Job Financial Analyst III at Fidelity Investments
Industry Banking
Experience
Fidelity Investments October 2012 - March 2014
Citizens Bank November 2010 - October 2012
Citizens Bank December 2008 - November 2010
Ameriprise Financial October 2007 - April 2008
Fidelity Investments March 2007 - October 2007
Fidelity Investments June 2006 - March 2007
Fidelity Investments June 2005 - June 2006
SDM Associates, LLC June 2004 - June 2005
Skills
Financial Analysis, Data Analysis, Forecasting, Budget Development, Budget Management, Expense Budgeting, Expense Management, Financial Reporting, Financial Modeling, Oracle, Oracle SQL, Investments, Customer Service, Budgets, Analysis, Management, Finance, Marketing, Sales
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelors, Business Administration
Fidelity Investments October 2012 - March 2014
Citizens Bank November 2010 - October 2012
Citizens Bank December 2008 - November 2010
Ameriprise Financial October 2007 - April 2008
Fidelity Investments March 2007 - October 2007
Fidelity Investments June 2006 - March 2007
Fidelity Investments June 2005 - June 2006
SDM Associates, LLC June 2004 - June 2005
Skills
Financial Analysis, Data Analysis, Forecasting, Budget Development, Budget Management, Expense Budgeting, Expense Management, Financial Reporting, Financial Modeling, Oracle, Oracle SQL, Investments, Customer Service, Budgets, Analysis, Management, Finance, Marketing, Sales
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelors, Business Administration
Will Gordon, CFP® Will Gordon, CFP®'s Fidelity Investments Experience September 2015 - Present
Job VP Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
MetLife April 2014 - September 2015
MetLife December 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2006 - December 2010
Ameriprise Financial Services, Inc. June 2005 - September 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Mutual Funds, Insurance, 401k, eMoney, NaviPlan, Bluefrog, Kubra, Fixed Annuities, Retirement, Asset Allocation, Variable Annuities, Strategic Financial..., 529 Plans, Uniform Combined State..., Separately Managed..., Financial Advisory, FINRA, Morningstar, Lotus Notes
Education
University of Richmond 2001 — 2005
BSBA
McDonogh School 1997 — 2001
Fidelity Investments September 2015 - Present
MetLife April 2014 - September 2015
MetLife December 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2006 - December 2010
Ameriprise Financial Services, Inc. June 2005 - September 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Mutual Funds, Insurance, 401k, eMoney, NaviPlan, Bluefrog, Kubra, Fixed Annuities, Retirement, Asset Allocation, Variable Annuities, Strategic Financial..., 529 Plans, Uniform Combined State..., Separately Managed..., Financial Advisory, FINRA, Morningstar, Lotus Notes
Education
University of Richmond 2001 — 2005
BSBA
McDonogh School 1997 — 2001
Lisa Bouvier Lisa Bouvier's Fidelity Investments Experience February 1998 - October 2001
Job Client Services Representative at Fatima Hospital Laboratory
Industry Hospital & Health Care
Experience
Fatima Hospital Laboratory August 2004 - Present
Boston Financial Data Services March 2003 - June 2005
Fidelity Investments February 1998 - October 2001
Skills
Great Personality, Customer Service, Organization, Teamwork, Compliance, Microsoft Office, Microsoft Word, Time Management, Data Entry, Testing, Training, Troubleshooting, Telephone Skills, PowerPoint
Education
University of Rhode Island 2014 — 2016
Fatima Hospital Laboratory August 2004 - Present
Boston Financial Data Services March 2003 - June 2005
Fidelity Investments February 1998 - October 2001
Skills
Great Personality, Customer Service, Organization, Teamwork, Compliance, Microsoft Office, Microsoft Word, Time Management, Data Entry, Testing, Training, Troubleshooting, Telephone Skills, PowerPoint
Education
University of Rhode Island 2014 — 2016
Rajeev P Tadi's Fidelity Investments Experience January 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments October 2014 - November 2014
Potters Wheel Management Consultants, Visakhapatnam, AP, India August 2012 - May 2014
Hollister Co. 2010 - 2010
Market Basket July 2009 - September 2009
Skills
HTML, Microsoft Office, Quickbooks, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Windows, Research, Outlook, Customer Service, Facebook, Public Speaking, Data Analysis, Photoshop, Analysis, Event Planning, Social Media, Time Management, QuickBooks, Finance
Education
Gandhi Institute of Technology and Management 2011 — 2014
Bachelor's Degree, Bachelor of Business Administration
University of Rhode Island - College of Business Administration
Nashua High South 2007 — 2010
Fidelity Investments January 2015 - Present
Fidelity Investments October 2014 - November 2014
Potters Wheel Management Consultants, Visakhapatnam, AP, India August 2012 - May 2014
Hollister Co. 2010 - 2010
Market Basket July 2009 - September 2009
Skills
HTML, Microsoft Office, Quickbooks, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Windows, Research, Outlook, Customer Service, Facebook, Public Speaking, Data Analysis, Photoshop, Analysis, Event Planning, Social Media, Time Management, QuickBooks, Finance
Education
Gandhi Institute of Technology and Management 2011 — 2014
Bachelor's Degree, Bachelor of Business Administration
University of Rhode Island - College of Business Administration
Nashua High South 2007 — 2010
TJ Martinez TJ Martinez's Fidelity Investments Experience September 2013 - Present
Job Financial Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Investory Group Services June 2013 - September 2013
Eident Sports Marketing September 2012 - January 2013
NorAm International Partners May 2012 - September 2012
CVS Pharmacy August 2007 - August 2012
Skills
Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Leadership
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Fidelity Investments September 2013 - Present
Investory Group Services June 2013 - September 2013
Eident Sports Marketing September 2012 - January 2013
NorAm International Partners May 2012 - September 2012
CVS Pharmacy August 2007 - August 2012
Skills
Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Leadership
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Thomas Carrazzo Thomas Carrazzo's Fidelity Investments Experience February 2015 - Present
Job Global Brand Manager at Toy State International Limited
Industry Marketing and Advertising
Experience
Fidelity Investments February 2015 - Present
Absolute Painting, LLC August 2007 - Present
Toy State, Inc September 2012 - January 2015
Kids Only, Inc August 2011 - September 2012
MFS Investment Management February 2009 - August 2009
Fidelity Investments February 2008 - November 2008
Hasbro Inc (HAS) May 1998 - November 2007
Skills
Consumer Products, Product Design, Product Development, Competitive Analysis, Cross-functional Team..., Brand Development, Manufacturing, Marketing Management, Customer Insight, Product Marketing, Packaging, Product Management, Brand Management, Forecasting, Project Management, Marketing Strategy, Creative Direction, Leadership, Concept Development, Product Innovation, Product Launch
Education
University of Rhode Island - College of Business Administration 1998 — 2003
MBA, Marketing
Toll Gate
University of Rhode Island
BS, Mechanical Engineering
Fidelity Investments February 2015 - Present
Absolute Painting, LLC August 2007 - Present
Toy State, Inc September 2012 - January 2015
Kids Only, Inc August 2011 - September 2012
MFS Investment Management February 2009 - August 2009
Fidelity Investments February 2008 - November 2008
Hasbro Inc (HAS) May 1998 - November 2007
Skills
Consumer Products, Product Design, Product Development, Competitive Analysis, Cross-functional Team..., Brand Development, Manufacturing, Marketing Management, Customer Insight, Product Marketing, Packaging, Product Management, Brand Management, Forecasting, Project Management, Marketing Strategy, Creative Direction, Leadership, Concept Development, Product Innovation, Product Launch
Education
University of Rhode Island - College of Business Administration 1998 — 2003
MBA, Marketing
Toll Gate
University of Rhode Island
BS, Mechanical Engineering
Paul Pellegrino's Fidelity Investments Experience June 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Arkwright Advanced Coating - Diatec Group August 2013 - June 2014
NATCO Products Corporation October 2011 - August 2013
Internal Revenue Service December 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Research, Analysis, Financial Analysis, Accounting, Financial Reporting, SQL, ERP, Ad Hoc Reporting, Microsoft Word, Forecasting
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science, Finance
Fidelity Investments June 2014 - Present
Arkwright Advanced Coating - Diatec Group August 2013 - June 2014
NATCO Products Corporation October 2011 - August 2013
Internal Revenue Service December 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Research, Analysis, Financial Analysis, Accounting, Financial Reporting, SQL, ERP, Ad Hoc Reporting, Microsoft Word, Forecasting
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science, Finance
Kimberly Del Santo, CPA, CGMA, MSA Kimberly Del Santo, CPA, CGMA, MSA's Fidelity Investments Experience September 2015 - Present
Job Senior Audit Analyst Fidelity Investments
Industry Accounting
Experience
Fidelity Investments September 2015 - Present
Amica Mutual Insurance June 2014 - September 2015
The Hanover Insurance Group September 2012 - June 2014
KPMG January 2011 - September 2012
KPMG June 2009 - August 2009
GTECH March 2008 - August 2008
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, General Ledger, US GAAP, Accounts Receivable, Internal Controls, Auditing, Finance, SEC filings, Financial Statements, CPA, Financial Audits, Consolidation, Sarbanes-Oxley, External Audit, Microsoft Excel, Cash Flow, Big 4, Financial Reporting, GAAP, Account Reconciliation, Microsoft Word, Microsoft Office, Financial Accounting
Education
University of Rhode Island - College of Business Administration 2010 — 2010
MSA, Accounting
University of Rhode Island - College of Business Administration 2006 — 2010
BS, Accounting, Summa Cum Laude
Fidelity Investments September 2015 - Present
Amica Mutual Insurance June 2014 - September 2015
The Hanover Insurance Group September 2012 - June 2014
KPMG January 2011 - September 2012
KPMG June 2009 - August 2009
GTECH March 2008 - August 2008
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, General Ledger, US GAAP, Accounts Receivable, Internal Controls, Auditing, Finance, SEC filings, Financial Statements, CPA, Financial Audits, Consolidation, Sarbanes-Oxley, External Audit, Microsoft Excel, Cash Flow, Big 4, Financial Reporting, GAAP, Account Reconciliation, Microsoft Word, Microsoft Office, Financial Accounting
Education
University of Rhode Island - College of Business Administration 2010 — 2010
MSA, Accounting
University of Rhode Island - College of Business Administration 2006 — 2010
BS, Accounting, Summa Cum Laude
Michael Fidrych Michael Fidrych's Fidelity Investments Experience January 2004 - January 2009
Job Vice President, Human Resources RBS Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group March 2010 - Present
Liberty Mutual Insurance January 2009 - March 2010
Fidelity Investments January 2004 - January 2009
Skills
Talent Management, Onboarding, Temporary Placement, Talent Acquisition, Recruiting, Employee Relations, Applicant Tracking..., Performance Management, Human Resources, Employee Benefits, Succession Planning, Relationship Management, Technical Recruiting, Risk Management, Account Management, Strategic Planning, College Recruiting, Workforce Planning, Financial Services, Banking, Sales, Vendor Management
Education
University of Rhode Island 1990 — 1992
BA, Political Science
Citizens Financial Group March 2010 - Present
Liberty Mutual Insurance January 2009 - March 2010
Fidelity Investments January 2004 - January 2009
Skills
Talent Management, Onboarding, Temporary Placement, Talent Acquisition, Recruiting, Employee Relations, Applicant Tracking..., Performance Management, Human Resources, Employee Benefits, Succession Planning, Relationship Management, Technical Recruiting, Risk Management, Account Management, Strategic Planning, College Recruiting, Workforce Planning, Financial Services, Banking, Sales, Vendor Management
Education
University of Rhode Island 1990 — 1992
BA, Political Science
Shonté McDowell's Fidelity Investments Experience 2006 - 2009
Job Program Lead at Ecova
Industry Oil & Energy
Experience
Ecova February 2014 - Present
Ecova May 2013 - February 2014
The Rhode Island Foundation June 2010 - May 2013
Kraft Foods November 2009 - June 2010
Fidelity Investments 2006 - 2009
Education
University of Rhode Island 2004 — 2006
Bachelor of Arts (B.A.), Communication Studies
Ecova February 2014 - Present
Ecova May 2013 - February 2014
The Rhode Island Foundation June 2010 - May 2013
Kraft Foods November 2009 - June 2010
Fidelity Investments 2006 - 2009
Education
University of Rhode Island 2004 — 2006
Bachelor of Arts (B.A.), Communication Studies
Stacy McNamara Stacy McNamara's Fidelity Investments Experience 2006 - 2008
Job Director of Training and Development for Client Operations at CVS Caremark Corporation
Industry Education Management
Experience
CVS Caremark Corporation February 2013 - Present
CVS Caremark Corporation 2010 - Present
Fidelity Investments 2006 - 2008
American Power Conversion July 2004 - October 2006
Skills
Instructional Design, Training Delivery, Captivate, Project Management, SnagIt, E-Learning, Camtasia, Leadership Development, Organizational..., ADDIE, Lectora, Technical Writing
Education
University of Rhode Island 2000 — 2002
MA, Adult Education: Training and Development
CVS Caremark Corporation February 2013 - Present
CVS Caremark Corporation 2010 - Present
Fidelity Investments 2006 - 2008
American Power Conversion July 2004 - October 2006
Skills
Instructional Design, Training Delivery, Captivate, Project Management, SnagIt, E-Learning, Camtasia, Leadership Development, Organizational..., ADDIE, Lectora, Technical Writing
Education
University of Rhode Island 2000 — 2002
MA, Adult Education: Training and Development
Sarah Villa Sarah Villa's Fidelity Investments Experience 1999 - 2001
Job Financial Services at American Tower Corporation
Industry Consumer Services
Experience
American Tower Corporation 2015 - Present
Philips Lifeline 2008 - 2014
Royal Bank of Canada 2004 - 2006
Envestnet Asset Management 2002 - 2004
Fidelity Investments 1999 - 2001
Skills
Process Improvement, Financial Services, Leadership, Business Analysis, Program Management, Vendor Management, Analysis, Change Management, Financial Reporting, Finance, Cross-functional Team..., Business Development, Strategic Planning, Financial Analysis, CRM, Business Process..., Sales, Management, SDLC, Salesforce.com, Account Management, Healthcare, Product Management, Business Intelligence, Forecasting, Call Centers, Strategy
Education
University of Rhode Island 1994 — 1999
BA
Holliston High School
National Personal Training Institute
American Tower Corporation 2015 - Present
Philips Lifeline 2008 - 2014
Royal Bank of Canada 2004 - 2006
Envestnet Asset Management 2002 - 2004
Fidelity Investments 1999 - 2001
Skills
Process Improvement, Financial Services, Leadership, Business Analysis, Program Management, Vendor Management, Analysis, Change Management, Financial Reporting, Finance, Cross-functional Team..., Business Development, Strategic Planning, Financial Analysis, CRM, Business Process..., Sales, Management, SDLC, Salesforce.com, Account Management, Healthcare, Product Management, Business Intelligence, Forecasting, Call Centers, Strategy
Education
University of Rhode Island 1994 — 1999
BA
Holliston High School
National Personal Training Institute
Lisa Slatkavitz's Fidelity Investments Experience June 2009 - January 2012
Job Director of Business Development at ParkWhiz
Industry Internet
Experience
ParkWhiz February 2015 - Present
Groupon April 2014 - February 2015
Groupon October 2013 - February 2015
Groupon July 2012 - October 2013
Rapid7 January 2012 - May 2012
Fidelity Investments June 2009 - January 2012
Fidelity Investments August 2007 - May 2009
Skills
Travel, Online Travel, Sales, Relationship Management, Salesforce.com, Hospitality Industry, Networking, Hotels, Event Planning, Fundraising, CRM, Microsoft Excel, Contract Negotiation, Sales Management, Cold Calling, Marketing, Leadership, Business Development, Risk Management, Interviewing Skills, Account Management, Data Analysis, Management
Education
University of Rhode Island - College of Business Administration 2004 — 2008
BS, Business Management/Finance
ParkWhiz February 2015 - Present
Groupon April 2014 - February 2015
Groupon October 2013 - February 2015
Groupon July 2012 - October 2013
Rapid7 January 2012 - May 2012
Fidelity Investments June 2009 - January 2012
Fidelity Investments August 2007 - May 2009
Skills
Travel, Online Travel, Sales, Relationship Management, Salesforce.com, Hospitality Industry, Networking, Hotels, Event Planning, Fundraising, CRM, Microsoft Excel, Contract Negotiation, Sales Management, Cold Calling, Marketing, Leadership, Business Development, Risk Management, Interviewing Skills, Account Management, Data Analysis, Management
Education
University of Rhode Island - College of Business Administration 2004 — 2008
BS, Business Management/Finance
Domenic Vincenzo Jr. Domenic Vincenzo Jr.'s Fidelity Investments Experience 1999 - 2006
Job Contingent Labor Talent Acquisition Advisor at The TJX Companies, Inc.
Industry Staffing and Recruiting
Experience
The TJX Companies, Inc. March 2015 - Present
Santander Bank, N.A. June 2014 - March 2015
TJX November 2013 - June 2014
Total Technical Services June 2012 - November 2013
Black Diamond Networks January 2011 - January 2012
Wendoh Media April 2008 - December 2010
DC HVAC 2007 - 2008
Bulgroup Properties 2006 - 2007
Fidelity Investments 1999 - 2006
Skills
Recruiting
Education
University of Rhode Island - College of Business Administration 1994 — 1998
BA, Management
Malden Catholic HS 1991 — 1994
SHIPYARD!
The TJX Companies, Inc. March 2015 - Present
Santander Bank, N.A. June 2014 - March 2015
TJX November 2013 - June 2014
Total Technical Services June 2012 - November 2013
Black Diamond Networks January 2011 - January 2012
Wendoh Media April 2008 - December 2010
DC HVAC 2007 - 2008
Bulgroup Properties 2006 - 2007
Fidelity Investments 1999 - 2006
Skills
Recruiting
Education
University of Rhode Island - College of Business Administration 1994 — 1998
BA, Management
Malden Catholic HS 1991 — 1994
SHIPYARD!
Tom Sprague's Fidelity Investments Experience September 2011 - Present
Job Director, Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments April 2005 - June 2007
Education
University of Rhode Island 1991 — 1994
BA, Economics
Fidelity Investments September 2011 - Present
Fidelity Investments April 2005 - June 2007
Education
University of Rhode Island 1991 — 1994
BA, Economics
Phil DeSimone's Fidelity Investments Experience August 2000 - March 2011
Job Operations Manager at Rhode Island Quality Institute
Industry Hospital & Health Care
Experience
Rhode Island Quality Institute March 2013 - Present
Scituate Ambulance July 2013 - Present
Brown University September 2011 - March 2013
Fidelity Investments August 2000 - March 2011
Fidelity Investments August 2000 - March 2011
Skills
Training, Management, Finance, Security, Testing, Investments, Leadership, Customer Service, Access, Analysis, Business Analysis, Data Analysis, Project Management
Education
University of Rhode Island 1998 — 2003
Bachelor Of Science, Biology
University of Rhode Island - College of Business Administration 1998 — 2001
BS, Biological Sciences
Rhode Island Quality Institute March 2013 - Present
Scituate Ambulance July 2013 - Present
Brown University September 2011 - March 2013
Fidelity Investments August 2000 - March 2011
Fidelity Investments August 2000 - March 2011
Skills
Training, Management, Finance, Security, Testing, Investments, Leadership, Customer Service, Access, Analysis, Business Analysis, Data Analysis, Project Management
Education
University of Rhode Island 1998 — 2003
Bachelor Of Science, Biology
University of Rhode Island - College of Business Administration 1998 — 2001
BS, Biological Sciences
Neal Messier's Fidelity Investments Experience July 2013 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments 1998 - Present
CVS Pharmacy September 1996 - September 1998
Bank of Boston August 1992 - May 1995
Skills
Business Intelligence, Oracle SQL, Data Models, Telecommunications, Aspect ACD, NICE Call Recording, Digital Signage, Information Mapping, CRM, Microsoft Office, PC building, Computer Hardware, System Administration, Oracle, SDLC, SQL, Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering
Education
University of Rhode Island 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of Rhode Island - College of Business Administration 1987 — 1990
BS, Management
Fidelity Investments July 2013 - Present
Fidelity Investments 1998 - Present
CVS Pharmacy September 1996 - September 1998
Bank of Boston August 1992 - May 1995
Skills
Business Intelligence, Oracle SQL, Data Models, Telecommunications, Aspect ACD, NICE Call Recording, Digital Signage, Information Mapping, CRM, Microsoft Office, PC building, Computer Hardware, System Administration, Oracle, SDLC, SQL, Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering
Education
University of Rhode Island 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of Rhode Island - College of Business Administration 1987 — 1990
BS, Management
Lori Barrie Wright's Fidelity Investments Experience April 1998 - June 2012
Job Administrator at Homestaff LLC
Industry Human Resources
Experience
Homestaff LLC February 2014 - Present
Fidelity Investments April 1998 - June 2012
FIDELITY INVESTMENTS, Marlborough, MA 1998 - June 2012
Skills
Defined Contribution, Management, Cross-functional Team..., Pensions, CRM, Team Management, 401k, Pension Administration
Education
University of Rhode Island - College of Business Administration
BS
Homestaff LLC February 2014 - Present
Fidelity Investments April 1998 - June 2012
FIDELITY INVESTMENTS, Marlborough, MA 1998 - June 2012
Skills
Defined Contribution, Management, Cross-functional Team..., Pensions, CRM, Team Management, 401k, Pension Administration
Education
University of Rhode Island - College of Business Administration
BS
Sarah Illingworth's Fidelity Investments Experience January 2004 - February 2006
Job International Trader
Industry Financial Services
Experience
Fidelity Capital Markets 2006 - Present
Fidelity Investments January 2004 - February 2006
Strategic Point 2002 - 2003
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
High School
Fidelity Capital Markets 2006 - Present
Fidelity Investments January 2004 - February 2006
Strategic Point 2002 - 2003
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
High School
Ben Webster's Fidelity Investments Experience 2004 - 2014
Job
Industry Financial Services
Experience
BlackRock May 2014 - Present
Fidelity Investments 2004 - 2014
Genworth Financial 2002 - 2004
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Asset Management, Asset Allocation, Alternative Investments, Equities, Portfolio Management, Investment Advisory, Financial Services, Fixed Income, Securities, Hedge Funds, Private Equity
Education
University of Richmond 1990 — 1994
Bachelor of Arts (B.A.), Economics and Communications
University of Richmond 1990 — 1994
Bachelor of Arts (B.A.), Economics and Communications
BlackRock May 2014 - Present
Fidelity Investments 2004 - 2014
Genworth Financial 2002 - 2004
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Asset Management, Asset Allocation, Alternative Investments, Equities, Portfolio Management, Investment Advisory, Financial Services, Fixed Income, Securities, Hedge Funds, Private Equity
Education
University of Richmond 1990 — 1994
Bachelor of Arts (B.A.), Economics and Communications
University of Richmond 1990 — 1994
Bachelor of Arts (B.A.), Economics and Communications
Eric Kless, CIMA®'s Fidelity Investments Experience January 2008 - December 2012
Job Vice President, Client Advisor / Wholesaler at J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2013 - Present
Fidelity Investments January 2008 - December 2012
Fidelity Investments January 2005 - December 2007
Fidelity Investments December 2003 - December 2004
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Asset Management, Insurance, Series 63, Wealth Management, Finance, Alternative Investments, Series 6, Asset Allocation, Sales, Trading, 401k, Relationship Management, ETFs, Retirement, Securities, Consultative Sales..., Sales Presentation..., Investment Management, Personal Financial..., Economics, Competitive Analysis, Fiduciary, 529 Plans, Retirement Savings
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Business Administration, Finance and Economics
J.P. Morgan Asset Management January 2013 - Present
Fidelity Investments January 2008 - December 2012
Fidelity Investments January 2005 - December 2007
Fidelity Investments December 2003 - December 2004
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Asset Management, Insurance, Series 63, Wealth Management, Finance, Alternative Investments, Series 6, Asset Allocation, Sales, Trading, 401k, Relationship Management, ETFs, Retirement, Securities, Consultative Sales..., Sales Presentation..., Investment Management, Personal Financial..., Economics, Competitive Analysis, Fiduciary, 529 Plans, Retirement Savings
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Business Administration, Finance and Economics
Rhonda Belka (Capobianco)'s Fidelity Investments Experience September 1998 - Present
Job Principal Software QA Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 1998 - Present
fidelity investments 1998 - 2008
Education
University of Rhode Island - College of Business Administration 1987 — 1992
Fidelity Investments September 1998 - Present
fidelity investments 1998 - 2008
Education
University of Rhode Island - College of Business Administration 1987 — 1992
Justin R. Hughes's Fidelity Investments Experience February 2006 - Present
Job Senior Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2006 - Present
Fidelity Investments August 2003 - February 2006
Fidelity Investments July 2001 - August 2003
Dover Findings June 1998 - July 2001
Ford Models March 1995 - September 1999
Skills
Wealth Management, Retirement, Equities, Mutual Funds, Series 7, Series 63, 401k, Securities, Portfolio Management, FINRA, Financial Advisory, Hedge Funds, Alternative Investments, Series 6, Insurance, Investments, Asset Allocation, Defined Benefit, Fixed Income, Financial Services, Bloomberg
Education
University of Rhode Island - College of Business Administration
Bachelor Of Science, Consumer Economics and Finance
Fidelity Investments February 2006 - Present
Fidelity Investments August 2003 - February 2006
Fidelity Investments July 2001 - August 2003
Dover Findings June 1998 - July 2001
Ford Models March 1995 - September 1999
Skills
Wealth Management, Retirement, Equities, Mutual Funds, Series 7, Series 63, 401k, Securities, Portfolio Management, FINRA, Financial Advisory, Hedge Funds, Alternative Investments, Series 6, Insurance, Investments, Asset Allocation, Defined Benefit, Fixed Income, Financial Services, Bloomberg
Education
University of Rhode Island - College of Business Administration
Bachelor Of Science, Consumer Economics and Finance
Lynn Rodman's Fidelity Investments Experience 2008 - Present
Job Marketing and Product Consultant
Industry Financial Services
Experience
Fidelity Investments 2008 - Present
Fidelity Investments 1990 - 2008
Van Kampen Investments 1982 - 1990
Skills
Strategy, Product Management, Cross-functional Team..., Program Management, Financial Services, Marketing Strategy, Wealth Management
Education
University of Rhode Island
BA, Journalism, Marketing
Fidelity Investments 2008 - Present
Fidelity Investments 1990 - 2008
Van Kampen Investments 1982 - 1990
Skills
Strategy, Product Management, Cross-functional Team..., Program Management, Financial Services, Marketing Strategy, Wealth Management
Education
University of Rhode Island
BA, Journalism, Marketing
Sylvie Mikem, PMP's Fidelity Investments Experience July 2006 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2006 - Present
Fidelity Investments July 1999 - 2006
Fidelity Investments March 1996 - June 1999
Fidelity Investments June 1994 - June 1999
Education
Harvard University/Massachusetts Institute of Technology (MIT) /Tufts University - Continuing Educa 2003 — 2003
Certificate, Managing the Difficult Business Conversation
The MIT Sloan School of Management Executive Series 2002 — 2002
Certificate, Building, Leading & Sustaining the Innovative Organization
Harvard University/Massachusetts Institute of Technology (MIT) /Tufts University - Continuing Ed 1998 — 1998
Certificate, Program on Negociation for Senior Executives
University of Rhode Island - College of Business Administration 1983 — 1987
MBA, Information Technology & Finance
Ecole Des Cadres - Neuilly Sur Seine 1978 — 1982
BS, Finance & Management
Fidelity Investments July 2006 - Present
Fidelity Investments July 1999 - 2006
Fidelity Investments March 1996 - June 1999
Fidelity Investments June 1994 - June 1999
Education
Harvard University/Massachusetts Institute of Technology (MIT) /Tufts University - Continuing Educa 2003 — 2003
Certificate, Managing the Difficult Business Conversation
The MIT Sloan School of Management Executive Series 2002 — 2002
Certificate, Building, Leading & Sustaining the Innovative Organization
Harvard University/Massachusetts Institute of Technology (MIT) /Tufts University - Continuing Ed 1998 — 1998
Certificate, Program on Negociation for Senior Executives
University of Rhode Island - College of Business Administration 1983 — 1987
MBA, Information Technology & Finance
Ecole Des Cadres - Neuilly Sur Seine 1978 — 1982
BS, Finance & Management
Paul Barish's Fidelity Investments Experience Director of ArchitectureFidelity Investments1992 - Present
Job Director of Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Director of ArchitectureFidelity Investments1992 - Present
Skills
Agile Methodologies, Enterprise Architecture, SDLC
Education
University of Rhode Island
Fidelity Investments Director of ArchitectureFidelity Investments1992 - Present
Skills
Agile Methodologies, Enterprise Architecture, SDLC
Education
University of Rhode Island
Thomas Boardman, CFP®'s Fidelity Investments Experience December 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments November 2010 - August 2012
Fidelity Investments April 2010 - November 2010
Fidelity Investments Institutional Services February 2007 - April 2010
Fidelity Investments March 2005 - February 2007
The Washington Trust Company May 2003 - March 2005
Education
Bonny Eagle High School
Diploma, General
University of Rhode Island
Bachelor of Science, Business Administration; Management
Fidelity Investments December 2013 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments November 2010 - August 2012
Fidelity Investments April 2010 - November 2010
Fidelity Investments Institutional Services February 2007 - April 2010
Fidelity Investments March 2005 - February 2007
The Washington Trust Company May 2003 - March 2005
Education
Bonny Eagle High School
Diploma, General
University of Rhode Island
Bachelor of Science, Business Administration; Management
Jennifer Engle's Fidelity Investments Experience July 2014 - Present
Job Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2012 - Present
Fidelity Investments September 2006 - May 2012
Fidelity Investments July 2005 - September 2006
Fidelity Investments August 2003 - July 2005
Skills
Series 7, Financial Services, Business Analysis, Pensions, Process Improvement, Retirement, Defined Benefit, Data Analysis, Project Management, Vendor Management, Risk Management
Education
University of Rhode Island - College of Business Administration 1998 — 2002
University of Rhode Island
Bachelor of Science - Finance, Finance
Fidelity Investments July 2014 - Present
Fidelity Investments June 2012 - Present
Fidelity Investments September 2006 - May 2012
Fidelity Investments July 2005 - September 2006
Fidelity Investments August 2003 - July 2005
Skills
Series 7, Financial Services, Business Analysis, Pensions, Process Improvement, Retirement, Defined Benefit, Data Analysis, Project Management, Vendor Management, Risk Management
Education
University of Rhode Island - College of Business Administration 1998 — 2002
University of Rhode Island
Bachelor of Science - Finance, Finance
Todd McEntee's Fidelity Investments Experience 2006 - 2008
Job Treasury Manager at GTECH
Industry Information Technology and Services
Experience
GTECH S.p.A. November 2013 - Present
GTECH S.p.A. August 2008 - November 2013
Fidelity Investments 2006 - 2008
State street bank and trust 2005 - 2006
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Variance Analysis, Corporate Finance, SAP, Cash Flow, Treasury, General Ledger, Budgets, Forecasting, Financial Reporting, Series 7, Finance, Managerial Finance, Sarbanes-Oxley Act
Education
University of Rhode Island - College of Business Administration 2001 — 2005
B.S., Finance
GTECH S.p.A. November 2013 - Present
GTECH S.p.A. August 2008 - November 2013
Fidelity Investments 2006 - 2008
State street bank and trust 2005 - 2006
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Variance Analysis, Corporate Finance, SAP, Cash Flow, Treasury, General Ledger, Budgets, Forecasting, Financial Reporting, Series 7, Finance, Managerial Finance, Sarbanes-Oxley Act
Education
University of Rhode Island - College of Business Administration 2001 — 2005
B.S., Finance
Lisa Mahar's Fidelity Investments Experience 1998 - 2005
Job
Industry Hospital & Health Care
Experience
Memorial Hospital 2006 - 2007
Fidelity Investments 1998 - 2005
Skills
SQL, Access, Windows, Unix, Crystal Reports, Active Directory, Visio, Databases, Software Documentation, Windows Server, C#, Troubleshooting
Education
University of Rhode Island
BS, Computer Science
Memorial Hospital 2006 - 2007
Fidelity Investments 1998 - 2005
Skills
SQL, Access, Windows, Unix, Crystal Reports, Active Directory, Visio, Databases, Software Documentation, Windows Server, C#, Troubleshooting
Education
University of Rhode Island
BS, Computer Science
Steve Leach's Fidelity Investments Experience 2002 - 2007
Job Senior Director at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting October 2011 - Present
Annese & Associates, Inc June 2010 - October 2011
Collaborative Consulting 2002 - 2010
Fidelity Investments 2002 - 2007
PricewaterhouseCoopers 1989 - 2002
Education
University of Rhode Island - College of Business Administration 1982 — 1986
BS, MIS & Production and Operations Management
Collaborative Consulting October 2011 - Present
Annese & Associates, Inc June 2010 - October 2011
Collaborative Consulting 2002 - 2010
Fidelity Investments 2002 - 2007
PricewaterhouseCoopers 1989 - 2002
Education
University of Rhode Island - College of Business Administration 1982 — 1986
BS, MIS & Production and Operations Management
Pat Lemme's Fidelity Investments Experience February 2010 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2010 - Present
Citizens Bank March 2008 - February 2010
rbs citizens March 2008 - February 2010
Fidelity investments 2001 - 2008
Skills
iOS development, .NET
Education
University of Rhode Island
Bachelors, Computer Science
Fidelity Investments February 2010 - Present
Citizens Bank March 2008 - February 2010
rbs citizens March 2008 - February 2010
Fidelity investments 2001 - 2008
Skills
iOS development, .NET
Education
University of Rhode Island
Bachelors, Computer Science
Tobias Krause's Fidelity Investments Experience 2010 - 2011
Job Managing Director Collateral Risk and Credit Surveillance at State Street
Industry Financial Services
Experience
State Street January 2012 - Present
Fidelity Investments 2010 - 2011
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Skills
Risk Management, Collateral Management, Prime Brokerage, Hedge Funds, Stress Testing, Fixed Income, Equities, Bloomberg, Financial Risk, Securities, Capital Markets, Equity Derivatives, Trading, Credit Risk, Market Risk, Series 7, Derivatives, Portfolio Management
Education
Technical University of Brunswick, Germany 1998 — 2003
Master of Engineering (M.Eng.), Electrical Engineering
Technical University of Brunswick, Germany 1998 — 2003
Master of Finance
University of Rhode Island 2001 — 2002
International Engineering Program (IEP)
State Street January 2012 - Present
Fidelity Investments 2010 - 2011
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Skills
Risk Management, Collateral Management, Prime Brokerage, Hedge Funds, Stress Testing, Fixed Income, Equities, Bloomberg, Financial Risk, Securities, Capital Markets, Equity Derivatives, Trading, Credit Risk, Market Risk, Series 7, Derivatives, Portfolio Management
Education
Technical University of Brunswick, Germany 1998 — 2003
Master of Engineering (M.Eng.), Electrical Engineering
Technical University of Brunswick, Germany 1998 — 2003
Master of Finance
University of Rhode Island 2001 — 2002
International Engineering Program (IEP)
Patrick Fitzgerald, CPCU's Fidelity Investments Experience August 2007 - February 2009
Job AVP Endurance E&S Property
Industry Insurance
Experience
Endurance April 2015 - Present
Swiss Re February 2011 - April 2015
ACE Group March 2009 - January 2011
Fidelity Investments August 2007 - February 2009
Morgan Stanley July 2006 - July 2007
Zurich Financial Services August 2003 - July 2006
Skills
Insurance, Underwriting, Property & Casualty..., Liability, Reinsurance, Casualty, Excess & Surplus Lines, Commercial Insurance, Excess, Professional Liability, Legal Liability, D&O, General Insurance, Brokers, Commercial Lines, Risk Management, Workers Compensation
Education
University of Rhode Island - College of Business Administration 1999 — 2003
MIS, Business
The Institutes
Chartered Property Casualty Underwriter (CPCU)
Endurance April 2015 - Present
Swiss Re February 2011 - April 2015
ACE Group March 2009 - January 2011
Fidelity Investments August 2007 - February 2009
Morgan Stanley July 2006 - July 2007
Zurich Financial Services August 2003 - July 2006
Skills
Insurance, Underwriting, Property & Casualty..., Liability, Reinsurance, Casualty, Excess & Surplus Lines, Commercial Insurance, Excess, Professional Liability, Legal Liability, D&O, General Insurance, Brokers, Commercial Lines, Risk Management, Workers Compensation
Education
University of Rhode Island - College of Business Administration 1999 — 2003
MIS, Business
The Institutes
Chartered Property Casualty Underwriter (CPCU)
Michelle Frain's Fidelity Investments Experience June 2006 - December 2008
Job Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - December 2011
Genzyme November 2009 - August 2011
Fidelity Investments June 2006 - December 2008
Palladium March 2004 - June 2006
Visa International 2001 - 2003
Aceva Technologies 2000 - 2001
Skills
Financial Modeling, Essbase, Business Analysis, Financial Services, Analytics, Business Intelligence, Analysis, Strategic Financial..., Business Planning, Business Process..., Strategy, Process Improvement
Education
University of San Francisco - School of Management 2006 — 2007
MBA, Finance & Marketing
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Marketing
Ameriprise Financial Services, Inc. March 2011 - December 2011
Genzyme November 2009 - August 2011
Fidelity Investments June 2006 - December 2008
Palladium March 2004 - June 2006
Visa International 2001 - 2003
Aceva Technologies 2000 - 2001
Skills
Financial Modeling, Essbase, Business Analysis, Financial Services, Analytics, Business Intelligence, Analysis, Strategic Financial..., Business Planning, Business Process..., Strategy, Process Improvement
Education
University of San Francisco - School of Management 2006 — 2007
MBA, Finance & Marketing
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Marketing
Michael Berard's Fidelity Investments Experience January 2000 - Present
Job Cash Management Product Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2000 - Present
Education
University of Rhode Island 1990 — 1996
Fidelity Investments January 2000 - Present
Education
University of Rhode Island 1990 — 1996
Kristen Clougherty's Fidelity Investments Experience January 2007 - June 2008
Job Accounting Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2008 - Present
fidelity investments January 2007 - June 2008
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Finance
BNY Mellon July 2008 - Present
fidelity investments January 2007 - June 2008
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Finance
Adam J. Coletti, CIMA®'s Fidelity Investments Experience January 2014 - Present
Job Regional Vice President, Institutional Insurance Subaccount Sales, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments July 2012 - January 2014
Fidelity Investments January 2011 - July 2012
Fidelity Investments October 2009 - January 2011
Ameriprise Financial Services, Inc. May 2006 - October 2009
Skills
Series 63, Mutual Funds, Series 7, 401k
Education
University of Rhode Island - College of Business Administration
Finance
Fidelity Investments January 2014 - Present
Fidelity Investments July 2012 - January 2014
Fidelity Investments January 2011 - July 2012
Fidelity Investments October 2009 - January 2011
Ameriprise Financial Services, Inc. May 2006 - October 2009
Skills
Series 63, Mutual Funds, Series 7, 401k
Education
University of Rhode Island - College of Business Administration
Finance
Stephanie DiPrete's Fidelity Investments Experience 1997 - 2001
Job Manager of Special Events and Parent Relations at Lincoln School
Industry Fund-Raising
Experience
Lincoln School July 2011 - Present
Lincoln School 2005 - August 2011
Fidelity Investments 1997 - 2001
Citizens Bank 1994 - 1997
Skills
Fundraising, Community Outreach, Annual Giving, Event Planning, Nonprofits, Volunteer Management, Non-profits, Stewardship, Project Management
Education
University of Rhode Island 1989 — 1994
ba, political science
Lincoln School
Lincoln School July 2011 - Present
Lincoln School 2005 - August 2011
Fidelity Investments 1997 - 2001
Citizens Bank 1994 - 1997
Skills
Fundraising, Community Outreach, Annual Giving, Event Planning, Nonprofits, Volunteer Management, Non-profits, Stewardship, Project Management
Education
University of Rhode Island 1989 — 1994
ba, political science
Lincoln School
Monica Handy's Fidelity Investments Experience 2007 - Present
Job Sr Project Mgr Fidelity Investments, PMP
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity July 1998 - Present
Skills
PMP, SDLC, Business Analysis, Vendor Management, Requirements Analysis, Software Project..., Program Management, Agile Methodologies, Project Portfolio..., Business Process..., Enterprise Architecture, Requirements Gathering, Process Improvement, Visio, IT Strategy, Business Intelligence, Business Requirements, Agile Project Management
Education
University of Rhode Island
Bachelor's degree, Psychology
Fidelity Investments 2007 - Present
Fidelity July 1998 - Present
Skills
PMP, SDLC, Business Analysis, Vendor Management, Requirements Analysis, Software Project..., Program Management, Agile Methodologies, Project Portfolio..., Business Process..., Enterprise Architecture, Requirements Gathering, Process Improvement, Visio, IT Strategy, Business Intelligence, Business Requirements, Agile Project Management
Education
University of Rhode Island
Bachelor's degree, Psychology
Nicole Algeri's Fidelity Investments Experience 2012 - 2015
Job Principal Systems Analyst
Industry Financial Services
Experience
Fidelity Investments 2012 - 2015
Fidelity Investments 2008 - 2010
Fidelity Investments August 2007 - December 2008
Education
University of Rhode Island - College of Business Administration 1998 — 2003
Bachelor, Business
Fidelity Investments 2012 - 2015
Fidelity Investments 2008 - 2010
Fidelity Investments August 2007 - December 2008
Education
University of Rhode Island - College of Business Administration 1998 — 2003
Bachelor, Business
Tammy Dillon's Fidelity Investments Experience August 1998 - November 2008
Job IS Business Analyst at CVS Caremark Corporation
Industry Health, Wellness and Fitness
Experience
CVS Caremark Corporation March 2010 - Present
Fidelity Investments August 1998 - November 2008
First Data Investor Services Group 1990 - 1998
Skills
SDLC, Requirements Analysis, MS Project, Requirements Gathering, Vendor Management, Business Requirements, Process Improvement, Business Analysis, Visio, Software Project...
Education
University of Rhode Island
CVS Caremark Corporation March 2010 - Present
Fidelity Investments August 1998 - November 2008
First Data Investor Services Group 1990 - 1998
Skills
SDLC, Requirements Analysis, MS Project, Requirements Gathering, Vendor Management, Business Requirements, Process Improvement, Business Analysis, Visio, Software Project...
Education
University of Rhode Island
Lindsey Brien's Fidelity Investments Experience July 2010 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments July 2006 - July 2010
Education
University of Rhode Island 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Fidelity Investments July 2010 - Present
Fidelity Investments July 2006 - July 2010
Education
University of Rhode Island 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Stephen Santilli's Fidelity Investments Experience January 2015 - Present
Job Director, Retirement Income at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments April 2007 - December 2014
Fidelity Investments August 2006 - May 2007
AccuData Integrated Marketing (MarketModels) 2004 - 2006
Skills
Analytics, Marketing, Data, Report Writing, Report Development, Product Offerings, Product Management, Social Media, Software Project..., Project Management
Education
University of Rhode Island 1990 — 1995
Mathematics
Fidelity Investments January 2015 - Present
Fidelity Investments April 2007 - December 2014
Fidelity Investments August 2006 - May 2007
AccuData Integrated Marketing (MarketModels) 2004 - 2006
Skills
Analytics, Marketing, Data, Report Writing, Report Development, Product Offerings, Product Management, Social Media, Software Project..., Project Management
Education
University of Rhode Island 1990 — 1995
Mathematics
Matt Josephson's Fidelity Investments Experience September 1997 - January 2013
Job Senior Software Engineer at FM Global
Industry Insurance
Experience
FM Global January 2013 - Present
Fidelity Investments September 1997 - January 2013
Skills
C#, WinForms, WPF Development, Web Services, Visual Basic 5.0/6.0, Visual C++, MVC Architecture, XML, Test Driven Development
Education
University of Rhode Island 1987 — 1990
Bachelor of Science (B.S.), Electrical and Electronics Engineering
FM Global January 2013 - Present
Fidelity Investments September 1997 - January 2013
Skills
C#, WinForms, WPF Development, Web Services, Visual Basic 5.0/6.0, Visual C++, MVC Architecture, XML, Test Driven Development
Education
University of Rhode Island 1987 — 1990
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Amanda Houle's Fidelity Investments Experience November 2012 - Present
Job Client Manager III at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments January 2012 - November 2012
Fidelity Investments January 2011 - January 2012
Fidelity Investments November 2009 - December 2010
Putnam Investments November 2007 - October 2009
Northwestern Mutual 2006 - 2006
Skills
Series 7, Securities, Retirement, Finance, Mutual Funds, Wealth Management, 401k, Retirement Planning
Education
University of Rhode Island - College of Business Administration 2004 — 2007
Bachelor of Science in Business Administration, Finance
Fidelity Investments November 2012 - Present
Fidelity Investments January 2012 - November 2012
Fidelity Investments January 2011 - January 2012
Fidelity Investments November 2009 - December 2010
Putnam Investments November 2007 - October 2009
Northwestern Mutual 2006 - 2006
Skills
Series 7, Securities, Retirement, Finance, Mutual Funds, Wealth Management, 401k, Retirement Planning
Education
University of Rhode Island - College of Business Administration 2004 — 2007
Bachelor of Science in Business Administration, Finance
Karen Gibson's Fidelity Investments Experience May 2001 - January 2003
Job
Industry Marketing and Advertising
Experience
Cranberry Marketing Committee USA September 2015 - Present
Self-Employed April 2007 - September 2015
Rocky Hill School August 2011 - June 2014
Thomas & Hutton Engineering Co. August 2008 - May 2010
Access International July 2005 - April 2007
Bargmann, Hendrie + Archetype, Inc. September 2003 - July 2005
Fitchburg Sentinel & Enterprise May 2003 - September 2003
The Collegian September 2001 - May 2003
Fidelity Investments May 2001 - January 2003
Skills
Social Media, Graphic Design, Press Releases, Photography, Photoshop, Adobe Creative Suite, QuarkXPress, Wordpress, CMS, Adobe Acrobat, Microsoft Office, SharePoint, HTML, MatchMaker, Deltek Vision, Constant Contact, Vertical Response, Writing Skills, Copy Editing, iMovie, iPhoto, Photo Editing, Illustrator, Advertising, Email Marketing, Corporate Websites, Rebranding, Creative Writing, Vendor Management, Print Management, Google Adwords, Google Analytics, Google Docs, Hootsuite, TweetDeck, Direct Mail, Feature Articles, Blog Marketing, Copywriting, Marketing, Branding & Identity, Public Relations, Social Media Marketing, Internal & External..., Strategic Communications, Strategic Planning, Crisis Communications, Media Relations, Content Marketing, Blogging
Education
University of Richmond 1999 — 2003
BA
Cranberry Marketing Committee USA September 2015 - Present
Self-Employed April 2007 - September 2015
Rocky Hill School August 2011 - June 2014
Thomas & Hutton Engineering Co. August 2008 - May 2010
Access International July 2005 - April 2007
Bargmann, Hendrie + Archetype, Inc. September 2003 - July 2005
Fitchburg Sentinel & Enterprise May 2003 - September 2003
The Collegian September 2001 - May 2003
Fidelity Investments May 2001 - January 2003
Skills
Social Media, Graphic Design, Press Releases, Photography, Photoshop, Adobe Creative Suite, QuarkXPress, Wordpress, CMS, Adobe Acrobat, Microsoft Office, SharePoint, HTML, MatchMaker, Deltek Vision, Constant Contact, Vertical Response, Writing Skills, Copy Editing, iMovie, iPhoto, Photo Editing, Illustrator, Advertising, Email Marketing, Corporate Websites, Rebranding, Creative Writing, Vendor Management, Print Management, Google Adwords, Google Analytics, Google Docs, Hootsuite, TweetDeck, Direct Mail, Feature Articles, Blog Marketing, Copywriting, Marketing, Branding & Identity, Public Relations, Social Media Marketing, Internal & External..., Strategic Communications, Strategic Planning, Crisis Communications, Media Relations, Content Marketing, Blogging
Education
University of Richmond 1999 — 2003
BA
Robert Taliani's Fidelity Investments Experience May 2015 - Present
Job Business Analyst
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2011 - May 2015
Banc of America Investments/Merrill Lynch March 2008 - June 2011
MetLife Financial Services June 2003 - June 2007
Education
University of Rhode Island - College of Business Administration 1999 — 2001
BS, Business Administration
Fidelity Investments May 2015 - Present
Fidelity Investments June 2011 - May 2015
Banc of America Investments/Merrill Lynch March 2008 - June 2011
MetLife Financial Services June 2003 - June 2007
Education
University of Rhode Island - College of Business Administration 1999 — 2001
BS, Business Administration
Lydia Seymour's Fidelity Investments Experience January 2012 - Present
Job Registration & Licensing Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments May 2009 - December 2011
Fidelity Investments November 2006 - April 2009
State Farm November 2005 - November 2006
Fidelity National Financial January 2005 - July 2005
Skills
Project Management, Compliance Reporting, Research, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Richmond 1982 — 1986
Bachelor of Arts (B.A.), Economics, 3.6
Fidelity Investments January 2012 - Present
Fidelity Investments May 2009 - December 2011
Fidelity Investments November 2006 - April 2009
State Farm November 2005 - November 2006
Fidelity National Financial January 2005 - July 2005
Skills
Project Management, Compliance Reporting, Research, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Richmond 1982 — 1986
Bachelor of Arts (B.A.), Economics, 3.6
Linda Nair's Fidelity Investments Experience January 1999 - Present
Job Sr Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 1999 - Present
Keyport Life Insurance February 1992 - December 1998
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Rhode Island 1987 — 1991
Bachelor of Applied Science (BASc), Mathematics
Fidelity Investments January 1999 - Present
Keyport Life Insurance February 1992 - December 1998
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Rhode Island 1987 — 1991
Bachelor of Applied Science (BASc), Mathematics
Patrick Cronan's Fidelity Investments Experience October 2004 - August 2010
Job American Partners
Industry Staffing and Recruiting
Experience
American Partners Inc. August 2010 - Present
Fidelity Investments October 2004 - August 2010
State Street Bank November 2001 - October 2004
Congressman Robert Weygand September 2000 - June 2001
Skills
Talent Management, Recruiting, Project Management, Program Management, Professional Services, Performance Management, Management, Enterprise Software, Contract Recruitment, Business Process..., Business Intelligence, Business Development, Analysis
Education
University of Rhode Island 1996 — 2001
Bachelor of Arts and Sciences, History, Political Science
American Partners Inc. August 2010 - Present
Fidelity Investments October 2004 - August 2010
State Street Bank November 2001 - October 2004
Congressman Robert Weygand September 2000 - June 2001
Skills
Talent Management, Recruiting, Project Management, Program Management, Professional Services, Performance Management, Management, Enterprise Software, Contract Recruitment, Business Process..., Business Intelligence, Business Development, Analysis
Education
University of Rhode Island 1996 — 2001
Bachelor of Arts and Sciences, History, Political Science
Nicholas Morrissey's Fidelity Investments Experience April 2014 - Present
Job Financial Analyst IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments February 2012 - April 2014
Fidelity Investments November 2009 - February 2012
Skills
Financial Modeling
Education
University of Rhode Island 2004 — 2008
Bachelor of Applied Science (BASc), Economics
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor's degree, Finance, General
Fidelity Investments April 2014 - Present
Fidelity Investments February 2012 - April 2014
Fidelity Investments November 2009 - February 2012
Skills
Financial Modeling
Education
University of Rhode Island 2004 — 2008
Bachelor of Applied Science (BASc), Economics
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor's degree, Finance, General
William Metivier's Fidelity Investments Experience 1999 - October 2010
Job Lead Database Administrator at TJX
Industry Information Technology and Services
Experience
TJX May 2013 - Present
State Street Bank January 2011 - May 2013
Fidelity Investments 1999 - October 2010
The Stanley Works 1998 - 1999
National Grid 1994 - 1998
National Grid 1991 - 1994
Royal Electric 1988 - 1991
Memorial Hospital of RI 1984 - 1986
Skills
DB2, JCL, COBOL, z/OS, Fileaid, VSAM, CICS, Endeavor, Unix, SQL, Oracle, Mainframe, Databases, Database Administration, Performance Tuning, SPUFI, MVS, Intertest, IBM Mainframe, QMF
Education
University of Rhode Island - College of Business Administration 1978 — 1983
B.S., Management Information Systems/Management Science
TJX May 2013 - Present
State Street Bank January 2011 - May 2013
Fidelity Investments 1999 - October 2010
The Stanley Works 1998 - 1999
National Grid 1994 - 1998
National Grid 1991 - 1994
Royal Electric 1988 - 1991
Memorial Hospital of RI 1984 - 1986
Skills
DB2, JCL, COBOL, z/OS, Fileaid, VSAM, CICS, Endeavor, Unix, SQL, Oracle, Mainframe, Databases, Database Administration, Performance Tuning, SPUFI, MVS, Intertest, IBM Mainframe, QMF
Education
University of Rhode Island - College of Business Administration 1978 — 1983
B.S., Management Information Systems/Management Science
Jamie Hohmann, CRPS®'s Fidelity Investments Experience August 2007 - Present
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Education
University of Rhode Island - College of Business Administration 2002 — 2007
Bachelors of Science, Finance
Bishop Hendricken High School 1998 — 2002
Fidelity Investments August 2007 - Present
Education
University of Rhode Island - College of Business Administration 2002 — 2007
Bachelors of Science, Finance
Bishop Hendricken High School 1998 — 2002
Jordan Kanter's Fidelity Investments Experience April 2012 - Present
Job Director Product Management Fixed Income at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
University of Rhode Island January 2005 - Present
Fidelity Investments February 2007 - April 2012
Arkwright Advanced Coating April 2005 - February 2007
Federal Home Loan Bank of Boston June 2003 - April 2005
PricewaterhouseCoopers August 2000 - June 2003
Skills
Financial Analysis, Accounting, Auditing, Derivatives, Financial Reporting
Education
University of Rhode Island - College of Business Administration 1999 — 2000
MS, Accounting
University of Rhode Island - College of Business Administration 1995 — 1999
BS, Accounting
Fidelity Investments April 2012 - Present
University of Rhode Island January 2005 - Present
Fidelity Investments February 2007 - April 2012
Arkwright Advanced Coating April 2005 - February 2007
Federal Home Loan Bank of Boston June 2003 - April 2005
PricewaterhouseCoopers August 2000 - June 2003
Skills
Financial Analysis, Accounting, Auditing, Derivatives, Financial Reporting
Education
University of Rhode Island - College of Business Administration 1999 — 2000
MS, Accounting
University of Rhode Island - College of Business Administration 1995 — 1999
BS, Accounting
Marc Kell's Fidelity Investments Experience August 2000 - May 2003
Job Retired
Industry Individual & Family Services
Experience
Fidelity Investments August 2000 - May 2003
Education
University of Rhode Island 1979 — 1984
BA, Economics
Fidelity Investments August 2000 - May 2003
Education
University of Rhode Island 1979 — 1984
BA, Economics
Paul Wortley's Fidelity Investments Experience 1997 - 1997
Job Derivatives Broker at Tradition
Industry Financial Services
Experience
Tradition 2003 - Present
Charles Schwab 2000 - 2003
Charles Schwab 1999 - 2000
MH Meyerson 1999 - 1999
GFI Group 1997 - 1999
Fidelity Investments 1997 - 1997
Skills
Series 7, Series 63, Series 55, Interest Rate..., Equity Trading, Options, Fixed Income, Financial Markets, Capital Markets, FINRA, Swaps, Trading, Bloomberg, Rates, Equities, Electronic Trading
Education
University of Rhode Island 1993 — 1997
BS, Finance
Mahwah High School 1990 — 1993
Tradition 2003 - Present
Charles Schwab 2000 - 2003
Charles Schwab 1999 - 2000
MH Meyerson 1999 - 1999
GFI Group 1997 - 1999
Fidelity Investments 1997 - 1997
Skills
Series 7, Series 63, Series 55, Interest Rate..., Equity Trading, Options, Fixed Income, Financial Markets, Capital Markets, FINRA, Swaps, Trading, Bloomberg, Rates, Equities, Electronic Trading
Education
University of Rhode Island 1993 — 1997
BS, Finance
Mahwah High School 1990 — 1993
Scott Warsheski's Fidelity Investments Experience April 2012 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments June 2009 - April 2012
Fidelity Investments May 2006 - June 2009
Fidelity Investments February 2003 - May 2006
Fidelity Investments June 2000 - February 2003
Fidelity Investments February 1999 - June 2000
Fidelity Investments January 1998 - February 1999
Skills
Series 7, Series 63, Financial Services, Product Management, Mutual Funds, Product Development, Relationship Management, Project Management, Business Analysis, Operations Management, Investments, Unified Managed Accounts, Asset Management, Fixed Income, Equities
Education
University of Rhode Island 1992 — 1997
Bachelor's degree, Zoology/Animal Biology
Fidelity Investments April 2012 - Present
Fidelity Investments June 2009 - April 2012
Fidelity Investments May 2006 - June 2009
Fidelity Investments February 2003 - May 2006
Fidelity Investments June 2000 - February 2003
Fidelity Investments February 1999 - June 2000
Fidelity Investments January 1998 - February 1999
Skills
Series 7, Series 63, Financial Services, Product Management, Mutual Funds, Product Development, Relationship Management, Project Management, Business Analysis, Operations Management, Investments, Unified Managed Accounts, Asset Management, Fixed Income, Equities
Education
University of Rhode Island 1992 — 1997
Bachelor's degree, Zoology/Animal Biology
Abbie Emerson Bridge's Fidelity Investments Experience August 1998 - June 2010
Job Travel Consultant at Love the Mouse Travel, LLC
Industry Hospitality
Experience
Love the Mouse Travel, LLC July 2012 - Present
Fidelity Investments August 1998 - June 2010
Skills
Customer Service, Event Planning, Social Media
Education
University of Rhode Island - College of Business Administration 1992 — 1996
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Love the Mouse Travel, LLC July 2012 - Present
Fidelity Investments August 1998 - June 2010
Skills
Customer Service, Event Planning, Social Media
Education
University of Rhode Island - College of Business Administration 1992 — 1996
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Joyce Chau's Fidelity Investments Experience February 2013 - May 2013
Job Financial Data Analyst at CVS Health (PBM Accounting Department)
Industry Accounting
Experience
CVS Health August 2014 - Present
Xerox November 2013 - July 2014
RI Department of Administration- Statewide Planning Office June 2013 - August 2013
Indie Growers May 2013 - July 2013
Fidelity Investments February 2013 - May 2013
W. R. Cobb March 2010 - July 2012
Harding Advisory LLC August 2008 - November 2008
N/A September 2002 - May 2008
Skills
Microsoft Excel, Analysis, Microsoft Office, Sales, Data Analysis, Process Improvement, Leadership, Databases, Six Sigma, Team Leadership, Budgets, Access, Business Analysis, Marketing, Leadership Development, Customer Service, PowerPoint, Mathematics, SAS Programming
Education
University of Rhode Island - College of Business Administration 2012 — 2013
Master of Business Administration (MBA), Strategic Innovation and Continuous Improvement, 3.79/4.00
University of Rhode Island - College of Arts and Sciences 2004 — 2008
Bachelor of Science degree, Mathematics, 3.58/4.00
CVS Health August 2014 - Present
Xerox November 2013 - July 2014
RI Department of Administration- Statewide Planning Office June 2013 - August 2013
Indie Growers May 2013 - July 2013
Fidelity Investments February 2013 - May 2013
W. R. Cobb March 2010 - July 2012
Harding Advisory LLC August 2008 - November 2008
N/A September 2002 - May 2008
Skills
Microsoft Excel, Analysis, Microsoft Office, Sales, Data Analysis, Process Improvement, Leadership, Databases, Six Sigma, Team Leadership, Budgets, Access, Business Analysis, Marketing, Leadership Development, Customer Service, PowerPoint, Mathematics, SAS Programming
Education
University of Rhode Island - College of Business Administration 2012 — 2013
Master of Business Administration (MBA), Strategic Innovation and Continuous Improvement, 3.79/4.00
University of Rhode Island - College of Arts and Sciences 2004 — 2008
Bachelor of Science degree, Mathematics, 3.58/4.00
Vincent Mallilo's Fidelity Investments Experience June 2013 - Present
Job
Industry Investment Management
Experience
Fidelity Investments June 2013 - Present
320 inc February 2008 - June 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Rhode Island 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments June 2013 - Present
320 inc February 2008 - June 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Rhode Island 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Zachary Burkett's Fidelity Investments Experience May 2015 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Education
University of Rhode Island 2010 — 2015
Bachelor of Science Degree, Applied Mathematics
University of Rhode Island 2010 — 2015
Bachelor of Science Degree, Business Administration; Finance
Fidelity Investments May 2015 - Present
Education
University of Rhode Island 2010 — 2015
Bachelor of Science Degree, Applied Mathematics
University of Rhode Island 2010 — 2015
Bachelor of Science Degree, Business Administration; Finance
Tracey Edgerton's Fidelity Investments Experience January 2010 - October 2010
Job Accountant II, Travel & Expense at FM Global
Industry Insurance
Experience
FM Global April 2015 - Present
Raytheon March 2013 - April 2015
Navigant Credit Union October 2010 - March 2013
Fidelity Investments January 2010 - October 2010
Education
University of Rhode Island 2006 — 2009
Bachelor of Science (B.S.), Finance, General
FM Global April 2015 - Present
Raytheon March 2013 - April 2015
Navigant Credit Union October 2010 - March 2013
Fidelity Investments January 2010 - October 2010
Education
University of Rhode Island 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank