Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Praveen Prasanth Manavalan Praveen Prasanth Manavalan's Fidelity Investments Experience January 2012 - November 2012
Job Sr, IT Project Manager at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation December 2013 - Present
Bank of America December 2012 - November 2013
Fidelity Investments January 2012 - November 2012
University Of Bridgeport March 2007 - December 2011
GE Money 2006 - 2007
HDFC Bank September 2004 - July 2006
Wipro January 2003 - September 2004
Standard Chartered Bank August 2000 - December 2002
Tamil Nadu Cricket Association August 1999 - July 2000
Skills
Business Intelligence, Process Improvement, SDLC, Data Analysis, Six Sigma, Business Process, MS Project, Bloomberg, Project Finance, Operations Management, XML, Microsoft Office, Project Management, Business Requirements, Factset, Kaizen, Cognos, Microstrategy, Microsoft Excel, Project Portfolio..., Quality Auditing, Data Governance, MicroStrategy Reporting, Muda, Data Mapping, Logical Data Modeling, Meta Data..., Microsoft Visual Studio..., Clarity, HP Quality Center, SoapUI, Problem Solving, Process Excellence, SQL, Business Analysis, Program Management, Software Project..., Risk Management, Management, Vendor Management, Visio, Analysis
Education
University of Bridgeport 2007 — 2011
Master of Business Administration (M.B.A.) - Finance, M.S Technology Management, 4.0/4.0
Harvard Business School
International Business, International Business
Bentley University 2009 — 2010
Master of Science (M.S.), Finance
University of Madras 2003 — 2005
Master's in Computer applications, Information Technology, First Class
University of Madras 1997 — 2000
Bachelor of Science (B.Sc.), Chemistry
Alliance Francaise 2010 — 2010
French Course A1, French Language and Literature
CVS Caremark Corporation December 2013 - Present
Bank of America December 2012 - November 2013
Fidelity Investments January 2012 - November 2012
University Of Bridgeport March 2007 - December 2011
GE Money 2006 - 2007
HDFC Bank September 2004 - July 2006
Wipro January 2003 - September 2004
Standard Chartered Bank August 2000 - December 2002
Tamil Nadu Cricket Association August 1999 - July 2000
Skills
Business Intelligence, Process Improvement, SDLC, Data Analysis, Six Sigma, Business Process, MS Project, Bloomberg, Project Finance, Operations Management, XML, Microsoft Office, Project Management, Business Requirements, Factset, Kaizen, Cognos, Microstrategy, Microsoft Excel, Project Portfolio..., Quality Auditing, Data Governance, MicroStrategy Reporting, Muda, Data Mapping, Logical Data Modeling, Meta Data..., Microsoft Visual Studio..., Clarity, HP Quality Center, SoapUI, Problem Solving, Process Excellence, SQL, Business Analysis, Program Management, Software Project..., Risk Management, Management, Vendor Management, Visio, Analysis
Education
University of Bridgeport 2007 — 2011
Master of Business Administration (M.B.A.) - Finance, M.S Technology Management, 4.0/4.0
Harvard Business School
International Business, International Business
Bentley University 2009 — 2010
Master of Science (M.S.), Finance
University of Madras 2003 — 2005
Master's in Computer applications, Information Technology, First Class
University of Madras 1997 — 2000
Bachelor of Science (B.Sc.), Chemistry
Alliance Francaise 2010 — 2010
French Course A1, French Language and Literature
Shelley Langan's Fidelity Investments Experience June 2006 - October 2006
Job Financial Reporting Supervisor at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2010 - Present
MFS Investment Management July 2008 - August 2010
MFS Investment Management October 2006 - July 2008
Fidelity Investments June 2006 - October 2006
Fidelity Investments June 2005 - June 2006
Fidelity Investments September 2003 - June 2005
Skills
Mutual Funds, Bloomberg, Alternative Investments, Fund Accounting, Fixed Income, Equities, Bloomberg Terminal, Investments, Securities, Derivatives, Financial Statement..., Fund Administration, Bonds, Asset Managment, Financial Reporting, Asset Management, Investment Management
Education
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
MFS Investment Management August 2010 - Present
MFS Investment Management July 2008 - August 2010
MFS Investment Management October 2006 - July 2008
Fidelity Investments June 2006 - October 2006
Fidelity Investments June 2005 - June 2006
Fidelity Investments September 2003 - June 2005
Skills
Mutual Funds, Bloomberg, Alternative Investments, Fund Accounting, Fixed Income, Equities, Bloomberg Terminal, Investments, Securities, Derivatives, Financial Statement..., Fund Administration, Bonds, Asset Managment, Financial Reporting, Asset Management, Investment Management
Education
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
Ryan Kayfes's Fidelity Investments Experience June 2011 - August 2011
Job Investment Consultant / Stock Broker at Scottrade Inc.
Industry Financial Services
Experience
Scottrade December 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Shawmut Design and Construction July 2012 - April 2013
Fidelity Investments June 2011 - August 2011
Bentley University January 2010 - May 2011
Blue Line Sports September 2006 - April 2007
Skills
Sales, Marketing, Management, Finance, Leadership, Investments, Series 7, Financial Analysis, Microsoft Excel, Competitive Analysis, Business Analysis, Program Management, Salesforce.com, Relationship Management, Building Relationships, Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint
Education
Bentley University 2008 — 2012
BS in Finance, Minor in Law
Scottrade December 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Shawmut Design and Construction July 2012 - April 2013
Fidelity Investments June 2011 - August 2011
Bentley University January 2010 - May 2011
Blue Line Sports September 2006 - April 2007
Skills
Sales, Marketing, Management, Finance, Leadership, Investments, Series 7, Financial Analysis, Microsoft Excel, Competitive Analysis, Business Analysis, Program Management, Salesforce.com, Relationship Management, Building Relationships, Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint
Education
Bentley University 2008 — 2012
BS in Finance, Minor in Law
Tammi Rivard's Fidelity Investments Experience June 2007 - August 2009
Job Agency Suport Administrator
Industry Insurance
Experience
First American Title April 2013 - Present
Undisclosed September 2011 - August 2012
Fidelity Investments June 2007 - August 2009
Eaton Partners, LLC 2005 - 2007
Linda Capuchino, Esq. December 2000 - May 2005
Kronos June 1998 - December 2000
LeBlanc & Young, P.A. 1990 - 1997
Raytheon 1986 - 1990
Skills
Series 7, Series 63, Paralegal Certificate, Mutual Funds, Uniform Combined State..., Strategic Financial..., Customer Service, Retirement Planning, Finance, Securities, Financial Services, Insurance, Sales, Investments, Asset Management, Estate Planning, Banking, Employee Benefits, Risk Management, Marketing, Commercial Real Estate, Microsoft Office, Real Estate
Education
University of Southern Maine - School of Business 1990 — 1998
Bentley College 1985 — 1986
Attended, Business Management
MMHS 1981 — 1985
Diploma
First American Title April 2013 - Present
Undisclosed September 2011 - August 2012
Fidelity Investments June 2007 - August 2009
Eaton Partners, LLC 2005 - 2007
Linda Capuchino, Esq. December 2000 - May 2005
Kronos June 1998 - December 2000
LeBlanc & Young, P.A. 1990 - 1997
Raytheon 1986 - 1990
Skills
Series 7, Series 63, Paralegal Certificate, Mutual Funds, Uniform Combined State..., Strategic Financial..., Customer Service, Retirement Planning, Finance, Securities, Financial Services, Insurance, Sales, Investments, Asset Management, Estate Planning, Banking, Employee Benefits, Risk Management, Marketing, Commercial Real Estate, Microsoft Office, Real Estate
Education
University of Southern Maine - School of Business 1990 — 1998
Bentley College 1985 — 1986
Attended, Business Management
MMHS 1981 — 1985
Diploma
Susan Stockwell, CCP's Fidelity Investments Experience June 2004 - June 2005
Job Global Benefits and HRIS Manager at Rogers Corporation
Industry Human Resources
Experience
Rogers Corporation January 2014 - Present
Stream Global Services April 2012 - September 2013
HealthAlliance Hospital July 2009 - December 2010
NetScout Systems October 2008 - July 2009
Mercury Computer Systems June 2005 - October 2008
Fidelity Investments June 2004 - June 2005
Rohm and Haas Electronic Materials June 1996 - June 2005
Shipley June 1996 - June 2005
Skills
PeopleSoft, Oracle, Infinium, HRIS, Employee Benefits, Project Management, Open Enrollment, Outsourcing, Performance Management, Deferred Compensation, Benefits Administration, Employee Relations, Talent Acquisition, Onboarding, Leadership, College Recruiting, Human Resources, Analysis, Applicant Tracking..., Talent Management, Payroll, Oracle HR, Interviews, Training, Personnel Management, Recruiting, Management, Process Improvement, Labor Relations, Workforce Planning, Budgets, Time Management, Change Management, Succession Planning, Compensation & Benefit, FMLA, Strategy, Employee Engagement, New Hire Orientations, Organizational..., Executive Pay, ADP Payroll, HR Policies, Taleo, Job Descriptions, Salary, Compensation Structures, HR Consulting, Hiring, Benefits Negotiation
Education
Bentley University
B.S., Business Management
Rogers Corporation January 2014 - Present
Stream Global Services April 2012 - September 2013
HealthAlliance Hospital July 2009 - December 2010
NetScout Systems October 2008 - July 2009
Mercury Computer Systems June 2005 - October 2008
Fidelity Investments June 2004 - June 2005
Rohm and Haas Electronic Materials June 1996 - June 2005
Shipley June 1996 - June 2005
Skills
PeopleSoft, Oracle, Infinium, HRIS, Employee Benefits, Project Management, Open Enrollment, Outsourcing, Performance Management, Deferred Compensation, Benefits Administration, Employee Relations, Talent Acquisition, Onboarding, Leadership, College Recruiting, Human Resources, Analysis, Applicant Tracking..., Talent Management, Payroll, Oracle HR, Interviews, Training, Personnel Management, Recruiting, Management, Process Improvement, Labor Relations, Workforce Planning, Budgets, Time Management, Change Management, Succession Planning, Compensation & Benefit, FMLA, Strategy, Employee Engagement, New Hire Orientations, Organizational..., Executive Pay, ADP Payroll, HR Policies, Taleo, Job Descriptions, Salary, Compensation Structures, HR Consulting, Hiring, Benefits Negotiation
Education
Bentley University
B.S., Business Management
Roshan A. Pathak's Fidelity Investments Experience January 2011 - December 2011
Job Project Manager Medius North America
Industry Information Technology and Services
Experience
Medius December 2013 - Present
Brown Brothers Harriman February 2013 - November 2013
Mercer Investments September 2012 - February 2013
Fidelity Investments January 2011 - December 2011
Skills
Hyperion Enterprise, Leadership, Microsoft Excel, Business Strategy, Communication Skills, Fixed Income, Financial Analysis, Bloomberg, Equities, Financial Modeling, Mutual Funds, Investments, Management, Portfolio Management, Analytics
Education
Babson
Bachelor of Science (B.S.), Accounting and Finance
Bentley University
Global Entrepreneurship & Leadership Forum
Medius December 2013 - Present
Brown Brothers Harriman February 2013 - November 2013
Mercer Investments September 2012 - February 2013
Fidelity Investments January 2011 - December 2011
Skills
Hyperion Enterprise, Leadership, Microsoft Excel, Business Strategy, Communication Skills, Fixed Income, Financial Analysis, Bloomberg, Equities, Financial Modeling, Mutual Funds, Investments, Management, Portfolio Management, Analytics
Education
Babson
Bachelor of Science (B.S.), Accounting and Finance
Bentley University
Global Entrepreneurship & Leadership Forum
Shannon Connor Shannon Connor's Fidelity Investments Experience July 2015 - Present
Job Associate Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Bentley University January 2012 - May 2015
Fidelity Investments June 2014 - August 2014
Hartford Steam Boiler June 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, HTML, Outlook, Facebook, Access, Time Management
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Corporate Finance and Accounting
Bond University 2013 — 2013
Fidelity Investments July 2015 - Present
Bentley University January 2012 - May 2015
Fidelity Investments June 2014 - August 2014
Hartford Steam Boiler June 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, HTML, Outlook, Facebook, Access, Time Management
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Corporate Finance and Accounting
Bond University 2013 — 2013
Ryan Cavanaugh's Fidelity Investments Experience June 2012 - August 2012
Job Equity Research Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2013 - Present
Bentley Investment Group September 2009 - May 2013
Bentley Economics and Finance Society September 2010 - December 2012
Fidelity Investments June 2012 - August 2012
National Institutes of Health June 2007 - August 2011
Skills
Financial Modeling, Financial Analysis, Market Research, Finance, Investments, Microsoft Excel, Research, Data Analysis, Valuation
Education
Bentley University 2009 — 2013
BS, Economics and Finance, Minor in Accountancy
CFA Institute
Eaton Vance June 2013 - Present
Bentley Investment Group September 2009 - May 2013
Bentley Economics and Finance Society September 2010 - December 2012
Fidelity Investments June 2012 - August 2012
National Institutes of Health June 2007 - August 2011
Skills
Financial Modeling, Financial Analysis, Market Research, Finance, Investments, Microsoft Excel, Research, Data Analysis, Valuation
Education
Bentley University 2009 — 2013
BS, Economics and Finance, Minor in Accountancy
CFA Institute
Rob Maher's Fidelity Investments Experience July 1994 - October 1996
Job Global Head of Electronic Markets
Industry Banking
Experience
Nomura Securities March 2014 - Present
Credit Suisse June 2002 - March 2014
Robertson Stephens January 2000 - May 2002
J.P. Morgan October 1996 - January 2000
Fidelity Investments July 1994 - October 1996
Skills
Equities, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Capital Markets, Investment Banking, Electronic Trading, Financial Markets, Trading, FX Options, Equity Derivatives, Bloomberg, Equity Trading, Prime Brokerage, FX trading
Education
Bentley University 1990 — 1994
Bachelor of Science (BS)
Nomura Securities March 2014 - Present
Credit Suisse June 2002 - March 2014
Robertson Stephens January 2000 - May 2002
J.P. Morgan October 1996 - January 2000
Fidelity Investments July 1994 - October 1996
Skills
Equities, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Capital Markets, Investment Banking, Electronic Trading, Financial Markets, Trading, FX Options, Equity Derivatives, Bloomberg, Equity Trading, Prime Brokerage, FX trading
Education
Bentley University 1990 — 1994
Bachelor of Science (BS)
Otto Aletter's Fidelity Investments Experience June 2011 - December 2011
Job Capital Markets Debt Analyst at PPR
Industry Commercial Real Estate
Experience
PPR December 2011 - Present
Fidelity Investments June 2011 - December 2011
Citizens Bank October 2009 - June 2011
BNY Mellon April 2008 - June 2008
Skills
Customer Relations, Forecasting, Financial Analysis, Economics, Financial Modeling, Valuation, Investments, Bloomberg, Portfolio Management, Finance, Real Estate Economics, Equities, Loans, Financial Reporting, Capital Markets, Underwriting, Credit Analysis, Risk Management, Financial Statement..., Commercial Real Estate, Due Diligence
Education
Bentley University 2008 — 2011
Bachelor of Science, Economics and FinanceDec 2011
PINGREE SCHOOL 2004 — 2008
High School Diploma
PPR December 2011 - Present
Fidelity Investments June 2011 - December 2011
Citizens Bank October 2009 - June 2011
BNY Mellon April 2008 - June 2008
Skills
Customer Relations, Forecasting, Financial Analysis, Economics, Financial Modeling, Valuation, Investments, Bloomberg, Portfolio Management, Finance, Real Estate Economics, Equities, Loans, Financial Reporting, Capital Markets, Underwriting, Credit Analysis, Risk Management, Financial Statement..., Commercial Real Estate, Due Diligence
Education
Bentley University 2008 — 2011
Bachelor of Science, Economics and FinanceDec 2011
PINGREE SCHOOL 2004 — 2008
High School Diploma
Ray Madison's Fidelity Investments Experience April 2015 - September 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - September 2015
Northwestern Mutual May 2013 - August 2013
Cambridge Youth Programs June 2012 - August 2012
Baystate Financial Services February 2012 - August 2012
Diversified Community Services June 2011 - August 2011
Jako Enterprises, Ltd December 2008 - October 2009
Skills
Leadership, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Social Media, Social Networking, Strategic Planning, Social Skills, Project Planning, Marketing Communications, Personal Finance, Financial Planning, Management, Financial Analysis, Bloomberg, SAP, Microsoft Excel, Microsoft Word, Analysis, Team Building, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Management
Fidelity Investments April 2015 - September 2015
Northwestern Mutual May 2013 - August 2013
Cambridge Youth Programs June 2012 - August 2012
Baystate Financial Services February 2012 - August 2012
Diversified Community Services June 2011 - August 2011
Jako Enterprises, Ltd December 2008 - October 2009
Skills
Leadership, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Social Media, Social Networking, Strategic Planning, Social Skills, Project Planning, Marketing Communications, Personal Finance, Financial Planning, Management, Financial Analysis, Bloomberg, SAP, Microsoft Excel, Microsoft Word, Analysis, Team Building, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Management
Saurav Sharma's Fidelity Investments Experience October 2010 - May 2011
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
GE Capital March 2014 - Present
GE : Electric Insurance Company January 2012 - March 2014
Fidelity Investments October 2010 - May 2011
Fidelity Investments June 2010 - August 2010
Skills
QlikView, Business Objects, Excel, SQL, SAP, Argus, Microsoft Excel, Finance, Leadership, Data Analysis, Accounting, Competitive Analysis, Corporate Finance, Financial Modeling, Portfolio Management, Analysis, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Management
Education
Bentley University 2009 — 2011
Bachelor of Science, Corporate Finance and Accounting
University of Massachusetts Boston 2007 — 2009
Accounting and Finance
Citi August 2015 - Present
GE Capital March 2014 - Present
GE : Electric Insurance Company January 2012 - March 2014
Fidelity Investments October 2010 - May 2011
Fidelity Investments June 2010 - August 2010
Skills
QlikView, Business Objects, Excel, SQL, SAP, Argus, Microsoft Excel, Finance, Leadership, Data Analysis, Accounting, Competitive Analysis, Corporate Finance, Financial Modeling, Portfolio Management, Analysis, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Management
Education
Bentley University 2009 — 2011
Bachelor of Science, Corporate Finance and Accounting
University of Massachusetts Boston 2007 — 2009
Accounting and Finance
Nicole Estee's Fidelity Investments Experience November 2010 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Education
Bentley University 2007 — 2009
Master of Science (MS), Financial Planning and Services
Plymouth State University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments November 2010 - Present
Education
Bentley University 2007 — 2009
Master of Science (MS), Financial Planning and Services
Plymouth State University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Ravi Moses Ravi Moses's Fidelity Investments Experience 2014 - 2014
Job Senoir Systems Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
Fidelity Investments 2014 - 2014
Fidelity Investments 2014 - 2014
Education
Bentley University
Bentley University
Gordon College
New York University
New York University
Brown Brothers Harriman September 2011 - Present
Fidelity Investments 2014 - 2014
Fidelity Investments 2014 - 2014
Education
Bentley University
Bentley University
Gordon College
New York University
New York University
Stephanie (Reichardt) Wizboski's Fidelity Investments Experience 1994 - 2002
Job Manager, Financial Planning & Analysis at Lantheus Medical Imaging
Industry Food Production
Experience
Lantheus Medical Imaging June 2015 - Present
Vitasoy USA Inc. December 2010 - June 2015
Dassault Systemes April 2007 - December 2010
Sterilite Corporation 2005 - 2007
Fidelity Investments 1994 - 2002
Skills
Forecasting, Variance Analysis, Budgets, Analysis, Finance, Financial Forecasting, Analytics, Financial Reporting, Financial Analysis, Strategic Planning, Hyperion Enterprise, Essbase, Project Planning, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Cross-functional Team..., Business Process..., Access, Business Analysis, Revenue Recognition, Accounting, Consolidation, ERP
Education
Bentley University
MSF
East Catholic
Lantheus Medical Imaging June 2015 - Present
Vitasoy USA Inc. December 2010 - June 2015
Dassault Systemes April 2007 - December 2010
Sterilite Corporation 2005 - 2007
Fidelity Investments 1994 - 2002
Skills
Forecasting, Variance Analysis, Budgets, Analysis, Finance, Financial Forecasting, Analytics, Financial Reporting, Financial Analysis, Strategic Planning, Hyperion Enterprise, Essbase, Project Planning, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Cross-functional Team..., Business Process..., Access, Business Analysis, Revenue Recognition, Accounting, Consolidation, ERP
Education
Bentley University
MSF
East Catholic
Paul Oberlies's Fidelity Investments Experience September 2012 - May 2015
Job Senior Consultant IT Audit at Protiviti
Industry Information Technology and Services
Experience
Protiviti May 2015 - Present
Fidelity Investments September 2012 - May 2015
Covidien June 2010 - September 2012
Bose Corporation June 2009 - March 2010
New England Patriots May 2008 - December 2008
Bentley University September 2007 - December 2008
Circuit City August 2005 - January 2008
Skills
Report Writing, Public Speaking, Customer Presentations, Technical Presentations, Information Architecture, Information Management, Information Security..., Information Access, Mobile Technology, Technology..., System Administration, Cloud Computing, Fast Learning, Creative Problem Solving, Multitasker, Customer Oriented, SQL, ACL, Microsoft Software, Red Hat Linux, AS400, ODBC, Oracle, Salesforce.com, Hyperion Enterprise, Navision, Manugistics, Progress 4GL, Citrix, ADP Payroll, JD Edwards, SAP, Information Security, ERP, Internal Audit, Software Documentation, Project Management, Information Technology, Microsoft Excel, IT Audit, Leadership, Microsoft Office, Financial Analysis, Disaster Recovery
Education
Bentley University 2007 — 2011
BS, Information Systems Audit and Control & American Perspectives
Protiviti May 2015 - Present
Fidelity Investments September 2012 - May 2015
Covidien June 2010 - September 2012
Bose Corporation June 2009 - March 2010
New England Patriots May 2008 - December 2008
Bentley University September 2007 - December 2008
Circuit City August 2005 - January 2008
Skills
Report Writing, Public Speaking, Customer Presentations, Technical Presentations, Information Architecture, Information Management, Information Security..., Information Access, Mobile Technology, Technology..., System Administration, Cloud Computing, Fast Learning, Creative Problem Solving, Multitasker, Customer Oriented, SQL, ACL, Microsoft Software, Red Hat Linux, AS400, ODBC, Oracle, Salesforce.com, Hyperion Enterprise, Navision, Manugistics, Progress 4GL, Citrix, ADP Payroll, JD Edwards, SAP, Information Security, ERP, Internal Audit, Software Documentation, Project Management, Information Technology, Microsoft Excel, IT Audit, Leadership, Microsoft Office, Financial Analysis, Disaster Recovery
Education
Bentley University 2007 — 2011
BS, Information Systems Audit and Control & American Perspectives
Robert Monticchio's Fidelity Investments Experience June 2011 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Bentley University September 2008 - May 2011
KPMG June 2010 - August 2010
Skills
Systems Analysis, Agile Application..., Rational Team Concert, Oracle SQL Developer, Rational Quality Manager, JSON, XML, Camtasia, Mobile Applications, Mobile Marketing, iOS, Financial Information..., Access, Information Technology
Education
Bentley University 2007 — 2011
B.S, Computer Informaton Systems
Fidelity Investments June 2011 - Present
Bentley University September 2008 - May 2011
KPMG June 2010 - August 2010
Skills
Systems Analysis, Agile Application..., Rational Team Concert, Oracle SQL Developer, Rational Quality Manager, JSON, XML, Camtasia, Mobile Applications, Mobile Marketing, iOS, Financial Information..., Access, Information Technology
Education
Bentley University 2007 — 2011
B.S, Computer Informaton Systems
Patricia Montano Patricia Montano's Fidelity Investments Experience September 2004 - August 2006
Job Project Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2014 - Present
Xerox January 2013 - June 2014
Xerox December 2011 - January 2013
ING December 2010 - September 2011
ING (former CitiStreet) August 2006 - December 2010
Fidelity Investments September 2004 - August 2006
Fidelity Investments August 2002 - August 2004
Fidelity Investments October 2001 - August 2002
Fidelity Investments August 2000 - September 2001
Standex International Corporation January 1999 - August 2000
Skills
Defined Benefit, Pensions, Employee Benefits, Project Management, Analysis, Retirement, Pension Administration, Management, Financial Services, Business Analysis, Testing, Integration, SDLC, Process Improvement, Human Resources, Requirements Analysis, Software Project..., Vendor Management, Retirement Planning, Business Requirements, Benefits Administration, MS Project, Strategic Planning, Risk Management, SharePoint, Microsoft Excel, Data Analysis, Change Management, Business Development, Relationship Management
Education
Boston University 2007 — 2007
Certificate, Project Management
Bentley University 1998 — 2000
Certificate, Pension Administration
University of Maryland University College 1985 — 1988
BS, Business Management with Specialization in Accounting
Transamerica Retirement Solutions June 2014 - Present
Xerox January 2013 - June 2014
Xerox December 2011 - January 2013
ING December 2010 - September 2011
ING (former CitiStreet) August 2006 - December 2010
Fidelity Investments September 2004 - August 2006
Fidelity Investments August 2002 - August 2004
Fidelity Investments October 2001 - August 2002
Fidelity Investments August 2000 - September 2001
Standex International Corporation January 1999 - August 2000
Skills
Defined Benefit, Pensions, Employee Benefits, Project Management, Analysis, Retirement, Pension Administration, Management, Financial Services, Business Analysis, Testing, Integration, SDLC, Process Improvement, Human Resources, Requirements Analysis, Software Project..., Vendor Management, Retirement Planning, Business Requirements, Benefits Administration, MS Project, Strategic Planning, Risk Management, SharePoint, Microsoft Excel, Data Analysis, Change Management, Business Development, Relationship Management
Education
Boston University 2007 — 2007
Certificate, Project Management
Bentley University 1998 — 2000
Certificate, Pension Administration
University of Maryland University College 1985 — 1988
BS, Business Management with Specialization in Accounting
Steven DiPietro's Fidelity Investments Experience December 2005 - May 2012
Job AVPD Solution Delivery at The TJX Companies, Inc.
Industry Information Technology and Services
Experience
The TJX Companies, Inc. May 2015 - Present
TJX May 2012 - May 2015
Fidelity Investments December 2005 - May 2012
Fidelity Investments July 2002 - December 2005
Fidelity Investments September 2000 - July 2002
Fidelity Investments November 1999 - September 2000
MEDITECH May 1995 - November 1999
MEDITECH May 1992 - May 1995
Skills
SQL, Software Project..., Analysis, Oracle, Databases, XML, DB2, Software Development, Project Management, Data Warehousing, SDLC, Management, Vendor Management, .NET, Business Intelligence, Visio, Data Analysis, Requirements Analysis, Informatica, Business Analysis, Agile Methodologies, Program Management, Process Improvement, Requirements Gathering, Mainframe, Systems Analysis, Integration, PMP
Education
Bentley University 1998 — 2001
MSCIS, Information Systems
Boston College 1987 — 1991
BS, Finance & Marketing
Catholic Memorial
The TJX Companies, Inc. May 2015 - Present
TJX May 2012 - May 2015
Fidelity Investments December 2005 - May 2012
Fidelity Investments July 2002 - December 2005
Fidelity Investments September 2000 - July 2002
Fidelity Investments November 1999 - September 2000
MEDITECH May 1995 - November 1999
MEDITECH May 1992 - May 1995
Skills
SQL, Software Project..., Analysis, Oracle, Databases, XML, DB2, Software Development, Project Management, Data Warehousing, SDLC, Management, Vendor Management, .NET, Business Intelligence, Visio, Data Analysis, Requirements Analysis, Informatica, Business Analysis, Agile Methodologies, Program Management, Process Improvement, Requirements Gathering, Mainframe, Systems Analysis, Integration, PMP
Education
Bentley University 1998 — 2001
MSCIS, Information Systems
Boston College 1987 — 1991
BS, Finance & Marketing
Catholic Memorial
Nick Onnembo, MBA's Fidelity Investments Experience January 1999 - July 2010
Job Web Developer at 4MEG Web Design
Industry Information Technology and Services
Experience
BJ's Wholesale Club July 2010 - Present
4MEG Web Design January 2005 - July 2015
Fidelity Investments January 1999 - July 2010
Skills
SQL, Business Analysis, SharePoint, Vendor Management, Project Management, Requirements Analysis, Process Improvement, SDLC, Business Process, Software Project..., Agile Methodologies, Program Management, Requirements Gathering, Analysis, Enterprise Architecture
Education
Bentley University 1993 — 1998
M.B.A., Finance
Bentley University 1982 — 1986
Bachelor of Science (B.S.), Management
Barnstable High School 1978 — 1982
Diploma, Undergraduate
BJ's Wholesale Club July 2010 - Present
4MEG Web Design January 2005 - July 2015
Fidelity Investments January 1999 - July 2010
Skills
SQL, Business Analysis, SharePoint, Vendor Management, Project Management, Requirements Analysis, Process Improvement, SDLC, Business Process, Software Project..., Agile Methodologies, Program Management, Requirements Gathering, Analysis, Enterprise Architecture
Education
Bentley University 1993 — 1998
M.B.A., Finance
Bentley University 1982 — 1986
Bachelor of Science (B.S.), Management
Barnstable High School 1978 — 1982
Diploma, Undergraduate
Tarrant Cutler Tarrant Cutler's Fidelity Investments Experience 2006 - 2008
Job Web & Mobile Engineering
Industry Computer Software
Experience
Health Allianze January 2013 - Present
Museum of Science June 2013 - Present
String Enterprises November 2012 - January 2013
Medical Sales Management July 2010 - November 2012
Fidelity Investments 2006 - 2008
Fidelity Investments May 2005 - July 2006
Independent Contract Work January 2005 - April 2005
Fidelity Investments July 2004 - December 2004
Solorte 2002 - 2004
Fidelity Investments 1995 - 2002
Education
University of Denver 1972 — 1976
BA, Sociology, Political Science
Moses Brown 1970 — 1971
High School
Bentley University
Night Classes, Accounting, Management
Boston University
Masters, Computer Science
Outward Bound Alumni
Shore
Health Allianze January 2013 - Present
Museum of Science June 2013 - Present
String Enterprises November 2012 - January 2013
Medical Sales Management July 2010 - November 2012
Fidelity Investments 2006 - 2008
Fidelity Investments May 2005 - July 2006
Independent Contract Work January 2005 - April 2005
Fidelity Investments July 2004 - December 2004
Solorte 2002 - 2004
Fidelity Investments 1995 - 2002
Education
University of Denver 1972 — 1976
BA, Sociology, Political Science
Moses Brown 1970 — 1971
High School
Bentley University
Night Classes, Accounting, Management
Boston University
Masters, Computer Science
Outward Bound Alumni
Shore
Susan Schochet's Fidelity Investments Experience August 1993 - December 1994
Job Owner at Healthy Habits Kitchen NonProfit
Industry Food & Beverages
Experience
Healthy Habits Kitchen - Non-Profit December 2014 - Present
Healthy Habits Kitchen (retail shop that sells healthy meal kits) December 2007 - November 2014
New York Life January 2003 - November 2006
New York Life January 2001 - December 2002
New York Life January 1995 - December 2000
Fidelity Investments August 1993 - December 1994
Angell, Disend & Quesnel (aquired by New york Life) January 1991 - July 1993
Angell, Disend & Quesnel January 1990 - December 1990
Angell, Disend & Quesnel January 1988 - December 1990
Skills
Food Industry, Program Management, Team Leadership, Project Management, CRM, Start-ups, Team Building, Leadership, Sales, Management, Training, Customer Service, Entrepreneurship
Education
Bentley University 1983 — 1987
BS in Science, Finance and Management
Healthy Habits Kitchen - Non-Profit December 2014 - Present
Healthy Habits Kitchen (retail shop that sells healthy meal kits) December 2007 - November 2014
New York Life January 2003 - November 2006
New York Life January 2001 - December 2002
New York Life January 1995 - December 2000
Fidelity Investments August 1993 - December 1994
Angell, Disend & Quesnel (aquired by New york Life) January 1991 - July 1993
Angell, Disend & Quesnel January 1990 - December 1990
Angell, Disend & Quesnel January 1988 - December 1990
Skills
Food Industry, Program Management, Team Leadership, Project Management, CRM, Start-ups, Team Building, Leadership, Sales, Management, Training, Customer Service, Entrepreneurship
Education
Bentley University 1983 — 1987
BS in Science, Finance and Management
Robbie LaBrie's Fidelity Investments Experience September 2015 - Present
Job Financial and Retirement Planning Associate at Fidelity Investments
Industry Hospitality
Experience
Fidelity Investments September 2015 - Present
Goodwin Hospitality, CampusFeedback.com and CustomerProphet.com July 2014 - September 2015
Collegiate Entrepreneurs Inc. December 2010 - August 2014
Collegiate Entrepreneurs Inc. September 2011 - September 2012
Collegiate Entrepreneurs Inc. December 2010 - September 2011
New Hampshire Distributors, Inc. May 2009 - December 2010
Skills
Sales, Marketing, Management, Sales Management, Team Leadership, Business Development, Microsoft Excel, Entrepreneurship, Customer Satisfaction, Goal Oriented, Microsoft Office, Market Research, Time Management, Leadership, Entrepreneurship..., Recruiting, Hospitality, Mystery Shopping, Customer Service, Training, PowerPoint
Education
Bentley University 2008 — 2012
Bachelor's Degree, Economics-Finance
Fidelity Investments September 2015 - Present
Goodwin Hospitality, CampusFeedback.com and CustomerProphet.com July 2014 - September 2015
Collegiate Entrepreneurs Inc. December 2010 - August 2014
Collegiate Entrepreneurs Inc. September 2011 - September 2012
Collegiate Entrepreneurs Inc. December 2010 - September 2011
New Hampshire Distributors, Inc. May 2009 - December 2010
Skills
Sales, Marketing, Management, Sales Management, Team Leadership, Business Development, Microsoft Excel, Entrepreneurship, Customer Satisfaction, Goal Oriented, Microsoft Office, Market Research, Time Management, Leadership, Entrepreneurship..., Recruiting, Hospitality, Mystery Shopping, Customer Service, Training, PowerPoint
Education
Bentley University 2008 — 2012
Bachelor's Degree, Economics-Finance
Nick Zoda Nick Zoda's Fidelity Investments Experience January 1994 - April 1995
Job Director of Technology
Industry Computer Software
Experience
Interactive Data Corporation September 2005 - Present
PFPC Inc. December 2003 - September 2005
Self Employed July 2002 - December 2003
Logica Mobile Networks June 2001 - June 2002
Event Zero Inc. September 1999 - June 2001
CMG Telecommunications September 1998 - September 1999
IDD Information Services April 1995 - September 1998
Fidelity Investments January 1994 - April 1995
EDS Corporation November 1989 - January 1994
Data General Corporation April 1987 - September 1989
Skills
System Architecture, Software Development, Unix, Enterprise Software, Databases, XML, Agile Methodologies, Software Design, Linux, Distributed Systems, Enterprise Architecture, Solaris, Java, Architecture, Business Analysis, SDLC, Web Applications, Pre-sales, Professional Services, Data Modeling, SOA, Management, Team Management, Team Leadership, Project Management, Oracle, MySQL, Virtualization, Performance Analysis, C++, Multithreading, Database Design, Java Enterprise Edition, Performance Tuning, JSF, Performance Management, Production Support, Platform Integration, REST, Team Building, UML, Product Management, Product Development, Perl
Education
Bentley College 1988 — 1995
Master of Business Administration (MBA)
Tufts University 1980 — 1984
Bachelor of Science (BS), Electrical Engineering, Computer Engineering
Interactive Data Corporation September 2005 - Present
PFPC Inc. December 2003 - September 2005
Self Employed July 2002 - December 2003
Logica Mobile Networks June 2001 - June 2002
Event Zero Inc. September 1999 - June 2001
CMG Telecommunications September 1998 - September 1999
IDD Information Services April 1995 - September 1998
Fidelity Investments January 1994 - April 1995
EDS Corporation November 1989 - January 1994
Data General Corporation April 1987 - September 1989
Skills
System Architecture, Software Development, Unix, Enterprise Software, Databases, XML, Agile Methodologies, Software Design, Linux, Distributed Systems, Enterprise Architecture, Solaris, Java, Architecture, Business Analysis, SDLC, Web Applications, Pre-sales, Professional Services, Data Modeling, SOA, Management, Team Management, Team Leadership, Project Management, Oracle, MySQL, Virtualization, Performance Analysis, C++, Multithreading, Database Design, Java Enterprise Edition, Performance Tuning, JSF, Performance Management, Production Support, Platform Integration, REST, Team Building, UML, Product Management, Product Development, Perl
Education
Bentley College 1988 — 1995
Master of Business Administration (MBA)
Tufts University 1980 — 1984
Bachelor of Science (BS), Electrical Engineering, Computer Engineering
Robert McCaffrey Robert McCaffrey's Fidelity Investments Experience 1995 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
Tofias PC 1988 - 1995
Coopers & Lybrand 1986 - 1988
Education
Bentley University
MST, Taxation
University of Massachusetts, Amherst
BBA, Finance
Fidelity Investments 1995 - Present
Tofias PC 1988 - 1995
Coopers & Lybrand 1986 - 1988
Education
Bentley University
MST, Taxation
University of Massachusetts, Amherst
BBA, Finance
Steve Devaney Steve Devaney's Fidelity Investments Experience November 1987 - Present
Job Quantitative Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 1987 - Present
Fidelity Investments 2007 - 2009
Education
CFA Institute 2009 — 2011
Charter, Investment Analysis & Mgmt, Quantitative Analysis
Lasell College 2007 — 2010
MS, Management
The American College 2007 — 2009
Certificate, Chartered Advisor for Senior Living
Boston University 1993 — 1995
Diploma, Personal Financial Planning
Northeastern University 1991 — 1992
Certificate, Finance
Bentley University 1983 — 1984
Certificate, Computer Science
Boston College 1972 — 1976
BA, Education
Fidelity Investments November 1987 - Present
Fidelity Investments 2007 - 2009
Education
CFA Institute 2009 — 2011
Charter, Investment Analysis & Mgmt, Quantitative Analysis
Lasell College 2007 — 2010
MS, Management
The American College 2007 — 2009
Certificate, Chartered Advisor for Senior Living
Boston University 1993 — 1995
Diploma, Personal Financial Planning
Northeastern University 1991 — 1992
Certificate, Finance
Bentley University 1983 — 1984
Certificate, Computer Science
Boston College 1972 — 1976
BA, Education
Spiro Siannas's Fidelity Investments Experience July 2015 - Present
Job General Management Apprentice at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments February 2014 - July 2015
Wilmington House of Pizza June 2004 - July 2015
Fidelity Investments October 2011 - January 2014
Fidelity Investments June 2010 - October 2011
Fidelity Investments June 2009 - June 2010
Skills
Accounting, Investments, Analysis, Financial Analysis, Auditing, Banking, Budgets, Management, Customer Service, Financial Modeling, Marketing, Bloomberg, Series 7, Access, Accounts Payable, Variance Analysis, Accounts Receivable, Hyperion Enterprise, Cash Flow, Series 63, Business Relationship...
Education
Bentley University 2007 — 2010
Bachelor of Science, Economics - Finance
Fidelity Investments July 2015 - Present
Fidelity Investments February 2014 - July 2015
Wilmington House of Pizza June 2004 - July 2015
Fidelity Investments October 2011 - January 2014
Fidelity Investments June 2010 - October 2011
Fidelity Investments June 2009 - June 2010
Skills
Accounting, Investments, Analysis, Financial Analysis, Auditing, Banking, Budgets, Management, Customer Service, Financial Modeling, Marketing, Bloomberg, Series 7, Access, Accounts Payable, Variance Analysis, Accounts Receivable, Hyperion Enterprise, Cash Flow, Series 63, Business Relationship...
Education
Bentley University 2007 — 2010
Bachelor of Science, Economics - Finance
Suzie Porter's Fidelity Investments Experience August 1990 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1990 - Present
Skills
401k, Financial Services, Retirement, Series 63, Mutual Funds, Series 7, Defined Benefit, Retirement Planning, Asset Allocation, Relationship Management, Securities, Wealth Management, ERISA, Defined Contribution
Education
Bentley University
University of Utah
Fidelity Investments August 1990 - Present
Skills
401k, Financial Services, Retirement, Series 63, Mutual Funds, Series 7, Defined Benefit, Retirement Planning, Asset Allocation, Relationship Management, Securities, Wealth Management, ERISA, Defined Contribution
Education
Bentley University
University of Utah
Paul Bernier Paul Bernier's Fidelity Investments Experience May 2007 - December 2008
Job Senior Vice President, Chief Risk Officer at Cape Cod Five
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank June 2015 - Present
PeoplesBank April 2009 - May 2015
Fidelity Investments May 2007 - December 2008
Fidelity Investments June 2005 - May 2007
Fidelity Investments November 1995 - June 2005
Bank of New York Mellon November 1993 - November 1995
Bank of America June 1990 - November 1993
Fleet Bank 1990 - 1993
Skills
Risk Management, Process Improvement, Financial Analysis, Internal Controls, Finance, Internal Audit, Management, Leadership, Auditing, Business Process, Financial Risk, Accounting, Analysis, Financial Reporting, Budgets, Banking
Education
Bentley University 1992 — 1996
M.S., Business Administration
Fairfield University 1986 — 1990
B.S., Business Management
The Cape Cod Five Cents Savings Bank June 2015 - Present
PeoplesBank April 2009 - May 2015
Fidelity Investments May 2007 - December 2008
Fidelity Investments June 2005 - May 2007
Fidelity Investments November 1995 - June 2005
Bank of New York Mellon November 1993 - November 1995
Bank of America June 1990 - November 1993
Fleet Bank 1990 - 1993
Skills
Risk Management, Process Improvement, Financial Analysis, Internal Controls, Finance, Internal Audit, Management, Leadership, Auditing, Business Process, Financial Risk, Accounting, Analysis, Financial Reporting, Budgets, Banking
Education
Bentley University 1992 — 1996
M.S., Business Administration
Fairfield University 1986 — 1990
B.S., Business Management
Paul Demerjian's Fidelity Investments Experience January 2000 - December 2002
Job Franchise owner, Kitchen TuneUp
Industry Construction
Experience
Kitchen Tune-Up July 2003 - Present
Fidelity Investments January 2000 - December 2002
Sybase January 1995 - December 1999
Fresenius Medical Care February 1994 - December 1999
Skills
Enterprise Architecture, Software Project..., Databases, Desktop Application..., Application Development, Application Support, Application Testing and..., Website Maintenance, Sales, Team Building, Marketing, Customer Service, Management, Strategic Planning, Start-ups, Entrepreneurship, Sales Management, Project Management
Education
Bentley University 1978 — 1982
Bachelor's degree, Computer Science
Arlington High School 1974 — 1978
Diploma, Mathematics
Kitchen Tune-Up July 2003 - Present
Fidelity Investments January 2000 - December 2002
Sybase January 1995 - December 1999
Fresenius Medical Care February 1994 - December 1999
Skills
Enterprise Architecture, Software Project..., Databases, Desktop Application..., Application Development, Application Support, Application Testing and..., Website Maintenance, Sales, Team Building, Marketing, Customer Service, Management, Strategic Planning, Start-ups, Entrepreneurship, Sales Management, Project Management
Education
Bentley University 1978 — 1982
Bachelor's degree, Computer Science
Arlington High School 1974 — 1978
Diploma, Mathematics
Robert Bartlett Robert Bartlett's Fidelity Investments Experience May 2000 - December 2003
Job Vice President, Investment Banking (Software & Enterprise)
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2013 - July 2014
Robert W. Baird & Co. January 2011 - December 2012
Simpson Thacher & Bartlett LLP September 2007 - December 2010
Deloitte January 2004 - June 2007
Fidelity Investments May 2000 - December 2003
Skills
CPA Broze Medal 2004..., Mergers & Acquisitions, Due Diligence, Private Equity, Securities, Corporate Finance, Capital Markets, Investments, Venture Capital, Corporate Governance, Financial Modeling, Equities, Financial Analysis
Education
University of California, Hastings College of the Law 2004 — 2007
Doctor of Law (J.D.)
Bentley College 2002 — 2003
Master of Science (M.S.), Accounting and Tax
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts (B.A.), Management Science / Information Systems
Pine Crest
Robert W. Baird & Co. January 2013 - July 2014
Robert W. Baird & Co. January 2011 - December 2012
Simpson Thacher & Bartlett LLP September 2007 - December 2010
Deloitte January 2004 - June 2007
Fidelity Investments May 2000 - December 2003
Skills
CPA Broze Medal 2004..., Mergers & Acquisitions, Due Diligence, Private Equity, Securities, Corporate Finance, Capital Markets, Investments, Venture Capital, Corporate Governance, Financial Modeling, Equities, Financial Analysis
Education
University of California, Hastings College of the Law 2004 — 2007
Doctor of Law (J.D.)
Bentley College 2002 — 2003
Master of Science (M.S.), Accounting and Tax
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts (B.A.), Management Science / Information Systems
Pine Crest
Paul Holyoak, MBA Paul Holyoak, MBA's Fidelity Investments Experience December 2000 - January 2006
Job Finance Manager
Industry Health, Wellness and Fitness
Experience
CVS Health August 2014 - Present
CVS Health September 2013 - August 2014
CVS Health May 2012 - September 2013
The Hanover Insurance Group March 2007 - May 2012
The Hanover Insurance Group February 2006 - February 2007
Fidelity Investments December 2000 - January 2006
The Hanover Insurance Group January 1998 - January 2000
Skills
Excel, Access, Business Objects, SQL, Financial Analysis, Budgeting, Expense Analysis, Cost Benefit Analysis, PowerPoint, Data Mining, Project Management, Budgets, Cost Benefit, Financial Modeling, Financial Accounting, IT Strategy, Financial Forecasting, Trend Analysis, Process Improvement, Influence Without..., Best Practices, Standardization, Microsoft Excel, Forecasting, Financial Reporting, Variance Analysis, Hyperion Enterprise, Leadership, Essbase, Strategic Planning, Analysis, Strategic Financial..., Databases, Cross-functional Team..., GAAP, Income Statement, Business Analysis, Insurance, Accounting, Property
Education
Nichols College
Master of Business Administration (MBA), Business Administration, 4.0
Bentley University
Bachelor of Science, Finance/Economics, 3.32
CVS Health August 2014 - Present
CVS Health September 2013 - August 2014
CVS Health May 2012 - September 2013
The Hanover Insurance Group March 2007 - May 2012
The Hanover Insurance Group February 2006 - February 2007
Fidelity Investments December 2000 - January 2006
The Hanover Insurance Group January 1998 - January 2000
Skills
Excel, Access, Business Objects, SQL, Financial Analysis, Budgeting, Expense Analysis, Cost Benefit Analysis, PowerPoint, Data Mining, Project Management, Budgets, Cost Benefit, Financial Modeling, Financial Accounting, IT Strategy, Financial Forecasting, Trend Analysis, Process Improvement, Influence Without..., Best Practices, Standardization, Microsoft Excel, Forecasting, Financial Reporting, Variance Analysis, Hyperion Enterprise, Leadership, Essbase, Strategic Planning, Analysis, Strategic Financial..., Databases, Cross-functional Team..., GAAP, Income Statement, Business Analysis, Insurance, Accounting, Property
Education
Nichols College
Master of Business Administration (MBA), Business Administration, 4.0
Bentley University
Bachelor of Science, Finance/Economics, 3.32
Richard J. DeVito's Fidelity Investments Experience May 1986 - February 1995
Job Executive Vice President at Lockton Companies
Industry Insurance
Experience
Lockton Companies September 2015 - Present
Aon Risk Solutions March 2013 - September 2015
Aon Risk Services May 2009 - March 2013
Beecher Carlson January 2006 - May 2009
William Gallagher Associates December 2003 - January 2006
Hobbs Group February 1995 - December 2003
Fidelity Investments May 1986 - February 1995
Skills
Insurance, D&O, Risk Management, Captives, Property & Casualty..., Professional Liability, Commercial Insurance, Marketing Strategy, Casualty, Construction, Strategic Planning, New Business Development, Workers Compensation, Financial Institutions, Brokers, Management, General Insurance, Underwriting, Casualty Insurance, Financial Risk, Liability
Education
Bentley University 1981 — 1986
BS, Economics and Finance
Catholic Memorial High School 1977 — 1981
Lockton Companies September 2015 - Present
Aon Risk Solutions March 2013 - September 2015
Aon Risk Services May 2009 - March 2013
Beecher Carlson January 2006 - May 2009
William Gallagher Associates December 2003 - January 2006
Hobbs Group February 1995 - December 2003
Fidelity Investments May 1986 - February 1995
Skills
Insurance, D&O, Risk Management, Captives, Property & Casualty..., Professional Liability, Commercial Insurance, Marketing Strategy, Casualty, Construction, Strategic Planning, New Business Development, Workers Compensation, Financial Institutions, Brokers, Management, General Insurance, Underwriting, Casualty Insurance, Financial Risk, Liability
Education
Bentley University 1981 — 1986
BS, Economics and Finance
Catholic Memorial High School 1977 — 1981
Sean Cooper's Fidelity Investments Experience January 1991 - January 1994
Job Circulation Sales at On the Avenue Mktg/Wall St Journal
Industry Financial Services
Experience
On the Avenue Marketing/Wall St Journal 2012 - Present
RW Smith February 2011 - January 2012
John Hancock May 2004 - January 2011
Smith Barney October 2002 - May 2004
FundQuest December 2000 - October 2002
Speedrents.Com December 1999 - November 2000
Bank of America Securities January 1998 - December 1999
Charles Schwab January 1994 - January 1998
Fidelity Investments January 1991 - January 1994
Dale Carnegie Training 1992 - 1994
Skills
Series 7, Series 63, Series 24, Fixed Income, Equities, Trading, Bonds, Insurance, Annuity, FINRA, Options, Customer Relations, Bloomberg, Risk Management, Compliance, Mutual Funds, Capital Markets, Fixed Annuities, Portfolio Management, Financial Risk, Sales, Customer Service, Direct Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, FINANCE
Bentley University
BS, Marketing
On the Avenue Marketing/Wall St Journal 2012 - Present
RW Smith February 2011 - January 2012
John Hancock May 2004 - January 2011
Smith Barney October 2002 - May 2004
FundQuest December 2000 - October 2002
Speedrents.Com December 1999 - November 2000
Bank of America Securities January 1998 - December 1999
Charles Schwab January 1994 - January 1998
Fidelity Investments January 1991 - January 1994
Dale Carnegie Training 1992 - 1994
Skills
Series 7, Series 63, Series 24, Fixed Income, Equities, Trading, Bonds, Insurance, Annuity, FINRA, Options, Customer Relations, Bloomberg, Risk Management, Compliance, Mutual Funds, Capital Markets, Fixed Annuities, Portfolio Management, Financial Risk, Sales, Customer Service, Direct Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, FINANCE
Bentley University
BS, Marketing
Raveena Lalwani's Fidelity Investments Experience June 2014 - Present
Job Corporate Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Law Offices of Jeffrey Golkin January 2013 - July 2013
Wellington Management January 2012 - July 2012
Powermaster Engineers Private Limited May 2011 - July 2011
EXPRESS July 2010 - September 2010
Skills
Sentinel, AIM, SharePoint, Bloomberg Terminal, Microsoft Office 2007, Photoshop, Outlook, Microsoft Excel, Access, PowerPoint, Financial Statements, Financial Analysis, Microsoft Office
Education
Northeastern University 2011 — 2014
BSBA, Finance and Management
Bentley University 2010 — 2011
BSBA, Finance
Fidelity Investments June 2014 - Present
Law Offices of Jeffrey Golkin January 2013 - July 2013
Wellington Management January 2012 - July 2012
Powermaster Engineers Private Limited May 2011 - July 2011
EXPRESS July 2010 - September 2010
Skills
Sentinel, AIM, SharePoint, Bloomberg Terminal, Microsoft Office 2007, Photoshop, Outlook, Microsoft Excel, Access, PowerPoint, Financial Statements, Financial Analysis, Microsoft Office
Education
Northeastern University 2011 — 2014
BSBA, Finance and Management
Bentley University 2010 — 2011
BSBA, Finance
Tanya Badrikian Tanya Badrikian's Fidelity Investments Experience September 2006 - November 2006
Job Senior Business Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle April 2011 - Present
Raytheon March 2009 - July 2011
Raytheon January 2007 - March 2009
Fidelity Investments September 2006 - November 2006
Morgan Stanley Investment Management May 2006 - August 2006
Skills
Armenian, Financial Analysis, Accounting, Budgeting, Customer Service, Access, Analysis, Auditing, Banking, Budgets, Business Analysis, Business Development, Business Strategy, Data Analysis, Executive Management, Equities, Finance, Financial Modeling, Financial Reporting, Forecasting, Insurance, Leadership, Management, Microsoft Excel, Process Improvement, Program Management, Project Management, Strategic Planning, Strategy, Variance Analysis, Project Planning, Risk Management, SAP, Financial Services
Education
Bentley University 2003 — 2006
BS, Finance and Management
University of Massachusetts at Lowell 2012 — 2015
MBA, MBA
Watertown High School 1999 — 2003
N/a
Women Unlimited
Oracle April 2011 - Present
Raytheon March 2009 - July 2011
Raytheon January 2007 - March 2009
Fidelity Investments September 2006 - November 2006
Morgan Stanley Investment Management May 2006 - August 2006
Skills
Armenian, Financial Analysis, Accounting, Budgeting, Customer Service, Access, Analysis, Auditing, Banking, Budgets, Business Analysis, Business Development, Business Strategy, Data Analysis, Executive Management, Equities, Finance, Financial Modeling, Financial Reporting, Forecasting, Insurance, Leadership, Management, Microsoft Excel, Process Improvement, Program Management, Project Management, Strategic Planning, Strategy, Variance Analysis, Project Planning, Risk Management, SAP, Financial Services
Education
Bentley University 2003 — 2006
BS, Finance and Management
University of Massachusetts at Lowell 2012 — 2015
MBA, MBA
Watertown High School 1999 — 2003
N/a
Women Unlimited
Peter Newman's Fidelity Investments Experience October 1988 - September 1989
Job Senior Software Engineer at Taxware
Industry Financial Services
Experience
Taxware June 2014 - Present
Taxware January 2014 - June 2014
Independent HP NonStop/Tandem Consultant April 2010 - June 2012
Bank of America June 2007 - March 2009
J. P. Morgan Invest, Inc. formerly known as Brown & Company Securities Corporation January 1995 - February 2007
Harte-Hanks Data Technologies July 1991 - June 1994
State Street Bank & Trust Company November 1989 - November 1990
Fidelity Investments October 1988 - September 1989
Skills
COBOL, SCOBOL, SQL, TACL, Enform, FUP, FTP, SCUP, Pathcom, CICS, Assembler, Unix, JCL, Syncsort, Business Objects, Access, Microsoft Excel, HP NonStop, IBM Mainframe, Brokerage, Stocks, Options, Bonds, Mutual Funds, MIS, Margin, Compliance, KYC, FinCEN, SIS, PHASE3, Class Actions, Direct Mail, Credit Cards, Capital Markets, Foreign Exchange, Problem Solving, Production Support, SDLC, Software Development, AML, Requirements Analysis, Trading Systems, Trading, Visual Basic, Equities, Securities, Banking, Requirements Gathering, Electronic Trading
Education
Harvard University 1990 — 1994
C.S.S., Administration & Management
Boston University 1991 — 1991
Focused Programmer Develpoment Process
Bentley University 1983 — 1987
B.S., Computer Information Systems
Taxware June 2014 - Present
Taxware January 2014 - June 2014
Independent HP NonStop/Tandem Consultant April 2010 - June 2012
Bank of America June 2007 - March 2009
J. P. Morgan Invest, Inc. formerly known as Brown & Company Securities Corporation January 1995 - February 2007
Harte-Hanks Data Technologies July 1991 - June 1994
State Street Bank & Trust Company November 1989 - November 1990
Fidelity Investments October 1988 - September 1989
Skills
COBOL, SCOBOL, SQL, TACL, Enform, FUP, FTP, SCUP, Pathcom, CICS, Assembler, Unix, JCL, Syncsort, Business Objects, Access, Microsoft Excel, HP NonStop, IBM Mainframe, Brokerage, Stocks, Options, Bonds, Mutual Funds, MIS, Margin, Compliance, KYC, FinCEN, SIS, PHASE3, Class Actions, Direct Mail, Credit Cards, Capital Markets, Foreign Exchange, Problem Solving, Production Support, SDLC, Software Development, AML, Requirements Analysis, Trading Systems, Trading, Visual Basic, Equities, Securities, Banking, Requirements Gathering, Electronic Trading
Education
Harvard University 1990 — 1994
C.S.S., Administration & Management
Boston University 1991 — 1991
Focused Programmer Develpoment Process
Bentley University 1983 — 1987
B.S., Computer Information Systems
Peter Kent's Fidelity Investments Experience October 2007 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2007 - Present
Whitbread Technology Partners, a division of Zanett Commercial Solutions May 2007 - October 2007
ThoughtDigital LLC February 2006 - May 2007
Oracle Corporation November 2000 - February 2006
Teradyne 1997 - 2000
Tonneson & Company, CPA's, P.C. 1995 - 1997
Skills
Oracle Applications, Oracle Financials, ERP, Accounting, Business Analysis, Process Improvement, Integration, Requirements Analysis, Business Process..., Solution Design, Oracle E-Business Suite, Project Management, Testing, Oracle, SDLC, Business Intelligence, Business Process..., Solution Architecture, Accounts Payable
Education
Bentley College 1989 — 1993
BS, Accounting
Fidelity Investments October 2007 - Present
Whitbread Technology Partners, a division of Zanett Commercial Solutions May 2007 - October 2007
ThoughtDigital LLC February 2006 - May 2007
Oracle Corporation November 2000 - February 2006
Teradyne 1997 - 2000
Tonneson & Company, CPA's, P.C. 1995 - 1997
Skills
Oracle Applications, Oracle Financials, ERP, Accounting, Business Analysis, Process Improvement, Integration, Requirements Analysis, Business Process..., Solution Design, Oracle E-Business Suite, Project Management, Testing, Oracle, SDLC, Business Intelligence, Business Process..., Solution Architecture, Accounts Payable
Education
Bentley College 1989 — 1993
BS, Accounting
Steven Long, CPA, CrossFit Level 1 Trainer's Fidelity Investments Experience 2014 - Present
Job Senior Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Deloitte September 2012 - November 2014
Bentley University September 2008 - May 2012
Deloitte June 2011 - August 2011
Skills
Auditing, Accounting, Tax, CPA, Financial Analysis, Microsoft Excel, Coaching, Financial Accounting, Financial Reporting, Access, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Sarbanes-Oxley Act, Outlook, Sports, Bloomberg, Internal Controls, US GAAP, Corporate Finance, GAAP, Bloomberg Terminal, Analysis, SAP, SPSS, Research, Social Media, Leadership, Financial Statements, Finance, Public Speaking, Economics, Customer Service, Facebook, Teamwork, Time Management, Tax Preparation, Account Reconciliation, External Audit, Valuation, HTML, Tax Accounting, Financial Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting
Fidelity Investments 2014 - Present
Deloitte September 2012 - November 2014
Bentley University September 2008 - May 2012
Deloitte June 2011 - August 2011
Skills
Auditing, Accounting, Tax, CPA, Financial Analysis, Microsoft Excel, Coaching, Financial Accounting, Financial Reporting, Access, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Sarbanes-Oxley Act, Outlook, Sports, Bloomberg, Internal Controls, US GAAP, Corporate Finance, GAAP, Bloomberg Terminal, Analysis, SAP, SPSS, Research, Social Media, Leadership, Financial Statements, Finance, Public Speaking, Economics, Customer Service, Facebook, Teamwork, Time Management, Tax Preparation, Account Reconciliation, External Audit, Valuation, HTML, Tax Accounting, Financial Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting
Peter Theodoros's Fidelity Investments Experience June 2012 - Present
Job Senior IT Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments May 2010 - May 2012
Bentley University Office of Academic Services September 2010 - May 2011
United Restaurant Equipment Co., Inc. June 2005 - August 2009
Skills
Active Directory, Information Technology..., Windows Security, Unix Security, Disaster Recovery, Mainframe, PowerPoint, Visio, Outlook, Microsoft Access, Excel, Word, Oracle, Wireshark, SQL, Java, Visual Basic, VBA, Access Control, Cyber-security, Microsoft SQL Server, LDAP, Risk Management, SDL Tridion
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Fidelity Investments June 2012 - Present
Fidelity Investments May 2010 - May 2012
Bentley University Office of Academic Services September 2010 - May 2011
United Restaurant Equipment Co., Inc. June 2005 - August 2009
Skills
Active Directory, Information Technology..., Windows Security, Unix Security, Disaster Recovery, Mainframe, PowerPoint, Visio, Outlook, Microsoft Access, Excel, Word, Oracle, Wireshark, SQL, Java, Visual Basic, VBA, Access Control, Cyber-security, Microsoft SQL Server, LDAP, Risk Management, SDL Tridion
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Rob Hauck Rob Hauck's Fidelity Investments Experience 1996 - 1998
Job US Group Billing Manager
Industry Financial Services
Experience
Computershare February 2011 - Present
Computershare October 2007 - February 2011
Computershare March 2007 - October 2007
New York Life Investment Management 2005 - 2007
John Hancock Financial 1998 - 2003
Fidelity Investments 1996 - 1998
SCOR 1992 - 1996
Skills
Financial Reporting, Forecasting, General Ledger, Accounts Payable, Six Sigma, Business Process, Business Process..., Reconciliation, Accounts Receivable, Regulatory Reporting, Reinsurance, Process Mapping, Cost Reduction, Cost Savings, Revenue Forecasting, Budget Preparation, Budget Management, Billing Process, Billing Systems, Sales & Use Tax, Leadership Development, Cross-functional Team..., Finance System..., Project Finance
Education
Bentley University 1989 — 1991
B.S., Accounting
Clarkson University 1987 — 1991
Friends Academy
Computershare February 2011 - Present
Computershare October 2007 - February 2011
Computershare March 2007 - October 2007
New York Life Investment Management 2005 - 2007
John Hancock Financial 1998 - 2003
Fidelity Investments 1996 - 1998
SCOR 1992 - 1996
Skills
Financial Reporting, Forecasting, General Ledger, Accounts Payable, Six Sigma, Business Process, Business Process..., Reconciliation, Accounts Receivable, Regulatory Reporting, Reinsurance, Process Mapping, Cost Reduction, Cost Savings, Revenue Forecasting, Budget Preparation, Budget Management, Billing Process, Billing Systems, Sales & Use Tax, Leadership Development, Cross-functional Team..., Finance System..., Project Finance
Education
Bentley University 1989 — 1991
B.S., Accounting
Clarkson University 1987 — 1991
Friends Academy
Samuel Sloan's Fidelity Investments Experience October 2010 - July 2015
Job Enterprise Account Manager at Oracle
Industry Financial Services
Experience
Oracle July 2015 - Present
Fidelity Investments October 2010 - July 2015
SHS Sales September 2007 - September 2010
Ameriprise Financial Services, Inc. 2009 - 2009
Skills
Investments, Fixed Income, Bloomberg, Series 7, Oracle Database, Series 66, Life Accident Health..., Sales, Financial Analysis, Financial Modeling, Strategic Financial..., Inventory Management, Microsoft Excel, Valuation, Asset Management, Project Management, Visual Basic, FBSI, Financial Planning, Oracle Enterprise...
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance
Vesalius 2008 — 2009
BS, Macroeconomic Policy / Financial Programming
Oracle July 2015 - Present
Fidelity Investments October 2010 - July 2015
SHS Sales September 2007 - September 2010
Ameriprise Financial Services, Inc. 2009 - 2009
Skills
Investments, Fixed Income, Bloomberg, Series 7, Oracle Database, Series 66, Life Accident Health..., Sales, Financial Analysis, Financial Modeling, Strategic Financial..., Inventory Management, Microsoft Excel, Valuation, Asset Management, Project Management, Visual Basic, FBSI, Financial Planning, Oracle Enterprise...
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance
Vesalius 2008 — 2009
BS, Macroeconomic Policy / Financial Programming
Scott Lavigne's Fidelity Investments Experience August 2010 - May 2012
Job Business Systems Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo July 2014 - Present
AEW Capital Management February 2013 - July 2014
MFS Investment Management May 2012 - February 2013
Fidelity Investments August 2010 - May 2012
Fidelity Investments March 2008 - August 2010
Fidelity Investments May 2006 - March 2008
Fidelity Investments August 2004 - May 2006
Skills
Salesforce.com, Advent Rules Manager, Advent Portfolio..., Advent Moxy Trading..., Fixed Income, Project Management, Trading, Program Management, Investments, Bloomberg, Mutual Funds, Equities, Asset Management, Securities, Financial Services, Portfolio Management, Asset Allocation, Investment Management, SQL, Powershell, Leadership, Business Analysis, Business Requirements, Analysis
Education
Bentley University 2003 — 2005
Master's Degree, Finance
Colby-Sawyer College 1997 — 2001
Bachelor Degree in Science, Business Administration
Wells Fargo July 2014 - Present
AEW Capital Management February 2013 - July 2014
MFS Investment Management May 2012 - February 2013
Fidelity Investments August 2010 - May 2012
Fidelity Investments March 2008 - August 2010
Fidelity Investments May 2006 - March 2008
Fidelity Investments August 2004 - May 2006
Skills
Salesforce.com, Advent Rules Manager, Advent Portfolio..., Advent Moxy Trading..., Fixed Income, Project Management, Trading, Program Management, Investments, Bloomberg, Mutual Funds, Equities, Asset Management, Securities, Financial Services, Portfolio Management, Asset Allocation, Investment Management, SQL, Powershell, Leadership, Business Analysis, Business Requirements, Analysis
Education
Bentley University 2003 — 2005
Master's Degree, Finance
Colby-Sawyer College 1997 — 2001
Bachelor Degree in Science, Business Administration
Paul DeFronzo's Fidelity Investments Experience January 2009 - June 2014
Job Vice President, Finance at Coverys
Industry Financial Services
Experience
Coverys July 2014 - Present
Fidelity Investments January 2009 - June 2014
Leerink Swann November 2005 - January 2009
HRH/Hobbs Group February 1999 - November 2005
PricewaterhouseCoopers November 1992 - February 1999
Skills
Asset Management, Financial Analysis, Due Diligence, Accounting, Financial Modeling, Financial Reporting, Private Equity, Investments, Mergers, Forecasting, Finance, Strategic Financial..., Risk Management, Corporate Finance, Budgets, Process Improvement, Equities, Portfolio Management, Insurance, 401k, Investment Management, Banking, Auditing, Financial Services, Analysis, Internal Controls, Sarbanes-Oxley Act, SEC filings, Mergers, Financial Planning
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA
Bentley University 1988 — 1992
BS, Accounting
Coverys July 2014 - Present
Fidelity Investments January 2009 - June 2014
Leerink Swann November 2005 - January 2009
HRH/Hobbs Group February 1999 - November 2005
PricewaterhouseCoopers November 1992 - February 1999
Skills
Asset Management, Financial Analysis, Due Diligence, Accounting, Financial Modeling, Financial Reporting, Private Equity, Investments, Mergers, Forecasting, Finance, Strategic Financial..., Risk Management, Corporate Finance, Budgets, Process Improvement, Equities, Portfolio Management, Insurance, 401k, Investment Management, Banking, Auditing, Financial Services, Analysis, Internal Controls, Sarbanes-Oxley Act, SEC filings, Mergers, Financial Planning
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA
Bentley University 1988 — 1992
BS, Accounting
Peggy Haseltine's Fidelity Investments Experience July 2004 - Present
Job senior project manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2004 - Present
Skills
Project Portfolio..., Project Management, MS Project, Software Project..., Project Estimation, Project Delivery, Agile Project Management, Software Development, Software Documentation, Enterprise Software, SDLC, PMO, PMP
Education
Bentley University
Business communications
Fidelity Investments July 2004 - Present
Skills
Project Portfolio..., Project Management, MS Project, Software Project..., Project Estimation, Project Delivery, Agile Project Management, Software Development, Software Documentation, Enterprise Software, SDLC, PMO, PMP
Education
Bentley University
Business communications
Paul Saviano's Fidelity Investments Experience January 2010 - June 2014
Job
Industry Information Technology and Services
Experience
Fidelity Investments January 2010 - June 2014
Education
Bentley University 1996 — 2000
BS
Fidelity Investments January 2010 - June 2014
Education
Bentley University 1996 — 2000
BS
Susan Arcelay's Fidelity Investments Experience June 1999 - May 2002
Job Visual Art Teacher at Green Meadow Elementary School
Industry Primary/Secondary Education
Experience
Green Meadow Elementary School July 2014 - Present
Winn Brook Elementary, Belmont Public Schools March 2014 - June 2014
Concord Public Schools February 2013 - June 2014
Sudbury Public Schools November 2012 - June 2014
Bright Horizons February 2013 - May 2014
Roosevelt Island Day Nursery September 2011 - July 2012
Island Kids, Roosevelt Island NY January 2011 - May 2011
The Pampered Chef 2006 - 2008
Happy Child Preschool June 2003 - August 2004
Fidelity Investments June 1999 - May 2002
Skills
Securities, Public Speaking, Management, Early Childhood..., Teaching, Childcare, Visual Arts, Direct Marketing, Food Allergies, Anaphylaxis, Budgets, Curriculum Design, Social Media, Classroom, Community Outreach, Fundraising, Classroom Management, Nonprofits, Program Development, Elementary Education, Tutoring, Time Management, Editing, Event Planning, Leadership, Grant Writing
Education
School of the Museum of Fine Arts 2004 — 2005
MAT Visual Arts, Visual Art
Tufts University 2004 — 2005
Master of Arts in Teaching (MAT, Visual Arts
Bentley University 1989 — 1991
B.S., Management
Lawrence Academy
Green Meadow Elementary School July 2014 - Present
Winn Brook Elementary, Belmont Public Schools March 2014 - June 2014
Concord Public Schools February 2013 - June 2014
Sudbury Public Schools November 2012 - June 2014
Bright Horizons February 2013 - May 2014
Roosevelt Island Day Nursery September 2011 - July 2012
Island Kids, Roosevelt Island NY January 2011 - May 2011
The Pampered Chef 2006 - 2008
Happy Child Preschool June 2003 - August 2004
Fidelity Investments June 1999 - May 2002
Skills
Securities, Public Speaking, Management, Early Childhood..., Teaching, Childcare, Visual Arts, Direct Marketing, Food Allergies, Anaphylaxis, Budgets, Curriculum Design, Social Media, Classroom, Community Outreach, Fundraising, Classroom Management, Nonprofits, Program Development, Elementary Education, Tutoring, Time Management, Editing, Event Planning, Leadership, Grant Writing
Education
School of the Museum of Fine Arts 2004 — 2005
MAT Visual Arts, Visual Art
Tufts University 2004 — 2005
Master of Arts in Teaching (MAT, Visual Arts
Bentley University 1989 — 1991
B.S., Management
Lawrence Academy
Priya Heble's Fidelity Investments Experience 2007 - 2008
Job UX Practioner
Industry Information Technology and Services
Experience
Sophos December 2013 - Present
RSA The Security Division of EMC September 2008 - September 2013
Microsoft April 2008 - September 2008
Fidelity Investments 2007 - 2008
Tetrus Consulting 2002 - 2007
Praxis Communications January 2000 - December 2001
Skills
Information Architecture, Contextual Inquiry, User Experience, User Experience Design, User-centered Design, Wire Framing, Heuristic Evaluation, Usability Engineering, Persona, Usability Testing, Wireframes, Information Design, User Interface Design, User Research, Axure, Interaction Design, Experience Design, Agile Methodologies, Card Sorting, Paper Prototyping, Task Analysis, User Scenarios, Usability, Visual Design, User Interface, Accessibility, Human Computer..., Mockups, Human Factors, OmniGraffle, Mobile Applications, Adobe Fireworks, Front-end, Mobile Design, Information..., HTML 5, Web Applications, Design Thinking, Dreamweaver, CSS, XHTML, JavaScript, Design Strategy, Persona Creation
Education
Bentley University 2009 — 2010
Certification HFID, Human Factors
University of Baltimore 1996 — 1998
MA, Publications Design/Information Design
University of Akron
Bachelors in Business, Marketing/Advertising
Friends
High School
Sophos December 2013 - Present
RSA The Security Division of EMC September 2008 - September 2013
Microsoft April 2008 - September 2008
Fidelity Investments 2007 - 2008
Tetrus Consulting 2002 - 2007
Praxis Communications January 2000 - December 2001
Skills
Information Architecture, Contextual Inquiry, User Experience, User Experience Design, User-centered Design, Wire Framing, Heuristic Evaluation, Usability Engineering, Persona, Usability Testing, Wireframes, Information Design, User Interface Design, User Research, Axure, Interaction Design, Experience Design, Agile Methodologies, Card Sorting, Paper Prototyping, Task Analysis, User Scenarios, Usability, Visual Design, User Interface, Accessibility, Human Computer..., Mockups, Human Factors, OmniGraffle, Mobile Applications, Adobe Fireworks, Front-end, Mobile Design, Information..., HTML 5, Web Applications, Design Thinking, Dreamweaver, CSS, XHTML, JavaScript, Design Strategy, Persona Creation
Education
Bentley University 2009 — 2010
Certification HFID, Human Factors
University of Baltimore 1996 — 1998
MA, Publications Design/Information Design
University of Akron
Bachelors in Business, Marketing/Advertising
Friends
High School
Richelle Hjulstrom's Fidelity Investments Experience January 1996 - Present
Job Director at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 1996 - Present
Fidelity Investments 1996 - Present
Education
Bentley University 2000 — 2004
Fidelity Investments January 1996 - Present
Fidelity Investments 1996 - Present
Education
Bentley University 2000 — 2004
Rick Kemmerer's Fidelity Investments Experience 2000 - Present
Job Principal Web Designer at Fidelity Investments/FeB Design
Industry Design
Experience
Fidelity Investments 2000 - Present
Siebel Systems, Burlington, MA December 1999 - February 2000
Click 2 Learn, Needham, MA September 1999 - December 1999
Skills
HTML + CSS, Fireworks, Photoshop, Dreamweaver, Homesite, Microsoft Office, HTML, Information Architecture, User Interface Design, Adobe Fireworks, User Experience, Interaction Design, Graphics
Education
Bentley University
N/A, Usability - Certificate Program
Bloomsburg University of Pennsylvania
MS, Instructional Technology
Rhode Island School of Design
Continuing Ed., Typography, AutoCAD
Fidelity Investments 2000 - Present
Siebel Systems, Burlington, MA December 1999 - February 2000
Click 2 Learn, Needham, MA September 1999 - December 1999
Skills
HTML + CSS, Fireworks, Photoshop, Dreamweaver, Homesite, Microsoft Office, HTML, Information Architecture, User Interface Design, Adobe Fireworks, User Experience, Interaction Design, Graphics
Education
Bentley University
N/A, Usability - Certificate Program
Bloomsburg University of Pennsylvania
MS, Instructional Technology
Rhode Island School of Design
Continuing Ed., Typography, AutoCAD
Stella Soyoung Choi, CFA's Fidelity Investments Experience February 1998 - March 2006
Job Director of Portfolio Management
Industry Financial Services
Experience
Lattice Strategies LLC June 2006 - Present
Fidelity Investments February 1998 - March 2006
Fidelity Investments July 1999 - December 2001
Fidelity Investments February 1998 - June 1999
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Strategy, Securities, Asset Management, Financial Modeling, Trading, ETFs, Alternative Investments, Investment Management
Education
Bentley University 1996 — 2000
Master of Science (MS), Accounting
Clark University
Bachelor of Arts (BA), Geography
Lattice Strategies LLC June 2006 - Present
Fidelity Investments February 1998 - March 2006
Fidelity Investments July 1999 - December 2001
Fidelity Investments February 1998 - June 1999
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Strategy, Securities, Asset Management, Financial Modeling, Trading, ETFs, Alternative Investments, Investment Management
Education
Bentley University 1996 — 2000
Master of Science (MS), Accounting
Clark University
Bachelor of Arts (BA), Geography
Robert Amador's Fidelity Investments Experience 2000 - 2001
Job Workforce Manager at CVS Health
Industry Pharmaceuticals
Experience
CVS Health November 2014 - Present
Specialty Catalog Corporation September 2010 - Present
Tufts Health Plan June 2009 - February 2010
Tufts Health Plan July 2007 - June 2009
Tufts Health Plan 2004 - 2007
Tufts Health Plan 2002 - 2004
Tufts Health Plan 2001 - 2002
Fidelity Investments 2000 - 2001
MediaOne 1992 - 2000
Skills
Call Center, Process Improvement, Medicare, Team Building, Management, Budgets, Recruiting, Access, Microsoft Excel, Business Analysis, Call Centers, Customer Service, CRM, Forecasting, Leadership, Strategic Planning, Training, Sales
Education
Bentley University 1991 — 1995
CVS Health November 2014 - Present
Specialty Catalog Corporation September 2010 - Present
Tufts Health Plan June 2009 - February 2010
Tufts Health Plan July 2007 - June 2009
Tufts Health Plan 2004 - 2007
Tufts Health Plan 2002 - 2004
Tufts Health Plan 2001 - 2002
Fidelity Investments 2000 - 2001
MediaOne 1992 - 2000
Skills
Call Center, Process Improvement, Medicare, Team Building, Management, Budgets, Recruiting, Access, Microsoft Excel, Business Analysis, Call Centers, Customer Service, CRM, Forecasting, Leadership, Strategic Planning, Training, Sales
Education
Bentley University 1991 — 1995
Teresa Evangelista's Fidelity Investments Experience Software DeveloperBrown Brother Harriman and Co.1989 - 1996
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Software DeveloperBrown Brother Harriman and Co.1989 - 1996
Education
Bentley University
Fidelity Investments Software DeveloperBrown Brother Harriman and Co.1989 - 1996
Education
Bentley University
Shelley Langan's Fidelity Investments Experience September 2003 - October 2006
Job Financial Reporting Supervisor at MFS
Industry Financial Services
Experience
MFS October 2006 - Present
Fidelity Investments September 2003 - October 2006
Skills
Financial Reporting, Excel, Outlook, PowerPoint, Word, Microsoft Office, Bloomberg, Mutual Funds, Fund Accounting, Fixed Income, Equities, Financial Statement..., Bonds, Fund Administration, Derivatives, Alternative Investments, Financial Modeling, Microsoft Excel
Education
Bentley University 1998 — 2002
MFS October 2006 - Present
Fidelity Investments September 2003 - October 2006
Skills
Financial Reporting, Excel, Outlook, PowerPoint, Word, Microsoft Office, Bloomberg, Mutual Funds, Fund Accounting, Fixed Income, Equities, Financial Statement..., Bonds, Fund Administration, Derivatives, Alternative Investments, Financial Modeling, Microsoft Excel
Education
Bentley University 1998 — 2002
Stephanie Dembowski's Fidelity Investments Experience February 2006 - January 2015
Job Vice President of Project Management at East Boston Savings Bank
Industry Banking
Experience
East Boston Savings Bank January 2015 - Present
Fidelity Investments February 2006 - January 2015
Fidelity Investments May 1999 - July 2004
Fidelity Investments August 1998 - May 1999
Filene's November 1992 - August 1998
Filene's October 1990 - November 1992
Westwood Group, Inc May 1989 - November 1990
Real Estate Accounting Service November 1987 - May 1989
State Street Bank and Trust Company June 1986 - November 1987
Skills
Cross-functional Team..., Business Process..., Trading, Agile Methodologies, Leadership, Financial Services, Management, Outsourcing, Business Development, Agile Project Management, Business Analysis, Portfolio Management, Quality Assurance, Mutual Funds, Vendor Management, Investments, SDLC, PMO, Project Portfolio..., Equities, Project Management
Education
Bentley University 1982 — 1986
Bachelor of Science, Accounting
East Boston Savings Bank January 2015 - Present
Fidelity Investments February 2006 - January 2015
Fidelity Investments May 1999 - July 2004
Fidelity Investments August 1998 - May 1999
Filene's November 1992 - August 1998
Filene's October 1990 - November 1992
Westwood Group, Inc May 1989 - November 1990
Real Estate Accounting Service November 1987 - May 1989
State Street Bank and Trust Company June 1986 - November 1987
Skills
Cross-functional Team..., Business Process..., Trading, Agile Methodologies, Leadership, Financial Services, Management, Outsourcing, Business Development, Agile Project Management, Business Analysis, Portfolio Management, Quality Assurance, Mutual Funds, Vendor Management, Investments, SDLC, PMO, Project Portfolio..., Equities, Project Management
Education
Bentley University 1982 — 1986
Bachelor of Science, Accounting
Thomas Geary's Fidelity Investments Experience Tax ManagerFidelity InvestmentsAugust 2004 - July 2012
Job Tax Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Tax ManagerFidelity InvestmentsAugust 2004 - July 2012
Skills
Fund Accounting, Mutual Funds, Tax, Tax Research
Education
Bentley University 1996 — 2000
Fidelity Investments Tax ManagerFidelity InvestmentsAugust 2004 - July 2012
Skills
Fund Accounting, Mutual Funds, Tax, Tax Research
Education
Bentley University 1996 — 2000
Stacey Cappella's Fidelity Investments Experience January 2007 - Present
Job Director, Marketing
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments August 2004 - January 2007
Fidelity Investments December 2000 - August 2004
DavisPartners May 2000 - October 2000
Red Brick Design October 1998 - May 2000
Gearon Hoffman March 1995 - October 1998
Skills
Strategy, Strategic Communications, Integrated Marketing, Marketing, Marketing Communications, Marketing Strategy, Management, Email Marketing, Brand Development, Project Management, Leadership
Education
Bentley University
Fidelity Investments January 2007 - Present
Fidelity Investments August 2004 - January 2007
Fidelity Investments December 2000 - August 2004
DavisPartners May 2000 - October 2000
Red Brick Design October 1998 - May 2000
Gearon Hoffman March 1995 - October 1998
Skills
Strategy, Strategic Communications, Integrated Marketing, Marketing, Marketing Communications, Marketing Strategy, Management, Email Marketing, Brand Development, Project Management, Leadership
Education
Bentley University
Roger Lovejoy's Fidelity Investments Experience June 1992 - October 1996
Job Communications Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management December 1996 - February 2008
Fidelity Investments June 1992 - October 1996
Skills
Marketing, Project Management, Strategic Planning, Event Planning, Marketing Communications, Series 6, Marketing Strategy, Retirement, Strategic Communications, Retirement Planning, Social Media, Fundraising, Public Relations, Microsoft Office, Nonprofits
Education
Bentley University 1987 — 1990
Bachelors of Science, Management
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management December 1996 - February 2008
Fidelity Investments June 1992 - October 1996
Skills
Marketing, Project Management, Strategic Planning, Event Planning, Marketing Communications, Series 6, Marketing Strategy, Retirement, Strategic Communications, Retirement Planning, Social Media, Fundraising, Public Relations, Microsoft Office, Nonprofits
Education
Bentley University 1987 — 1990
Bachelors of Science, Management
Romulus Carbunari's Fidelity Investments Experience August 2002 - April 2007
Job Implementation Consultant at Charles River Development
Industry Financial Services
Experience
State Street Global Markets August 2015 - Present
Charles River Development October 2013 - August 2015
State Street Global Advisors April 2007 - October 2013
Fidelity Investments August 2002 - April 2007
Skills
Trading, Portfolio Management, Options, Fixed Income, Equities, Securities, Technical Analysis, Currency, Foreign Exchange, Bloomberg, FX Options, Bloomberg Terminal, Derivatives, Mutual Funds, Hedge Funds, Financial Markets, Investments, ETFs, Asset Managment, Capital Markets, Trading Systems, Commodity, Asset Management
Education
Boston University - School of Management 2008 — 2011
Masters, Business Administration
Bentley University 1998 — 2002
Bachelor of Science, Finance
Boston College High School 1994 — 1998
State Street Global Markets August 2015 - Present
Charles River Development October 2013 - August 2015
State Street Global Advisors April 2007 - October 2013
Fidelity Investments August 2002 - April 2007
Skills
Trading, Portfolio Management, Options, Fixed Income, Equities, Securities, Technical Analysis, Currency, Foreign Exchange, Bloomberg, FX Options, Bloomberg Terminal, Derivatives, Mutual Funds, Hedge Funds, Financial Markets, Investments, ETFs, Asset Managment, Capital Markets, Trading Systems, Commodity, Asset Management
Education
Boston University - School of Management 2008 — 2011
Masters, Business Administration
Bentley University 1998 — 2002
Bachelor of Science, Finance
Boston College High School 1994 — 1998
robert ventullo's Fidelity Investments Experience 1994 - 2001
Job Advisor / Consultant
Industry Health, Wellness and Fitness
Experience
Bahamas Tanning March 2005 - June 2009
Bahamas Tanning March 2005 - June 2009
Fidelity Investments 1994 - 2001
Education
Bentley University 1990 — 1994
Bahamas Tanning March 2005 - June 2009
Bahamas Tanning March 2005 - June 2009
Fidelity Investments 1994 - 2001
Education
Bentley University 1990 — 1994
Rich Rosenthal's Fidelity Investments Experience January 1992 - Present
Job Vice President Managing DirectorFidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 1992 - Present
CTC Corporation 1990 - 1991
Skills
Equities, Relationship Management, 401k, Financial Services, Equity Compensation, Employee Stock Options
Education
Bentley University 1986 — 1990
Bachelor of Science (BS), Marketing
Peabody High School 1982 — 1986
Fidelity Investments January 1992 - Present
CTC Corporation 1990 - 1991
Skills
Equities, Relationship Management, 401k, Financial Services, Equity Compensation, Employee Stock Options
Education
Bentley University 1986 — 1990
Bachelor of Science (BS), Marketing
Peabody High School 1982 — 1986
Susan Elmasian's Fidelity Investments Experience June 1986 - May 1987
Job Senior Programmer Analyst at Aramark Uniform Services (WearGuard)
Industry Computer Software
Experience
Aramark Uniform Services (WearGuard) April 1999 - Present
Hills Department Stores September 1993 - March 1999
Fiserv September 1987 - August 1992
Fidelity Investments June 1986 - May 1987
Honeywell June 1983 - May 1986
Skills
Analysis, Programming, Database Design, Data Warehousing, Data Analysis, Oracle SQL, PL/SQL, Unix Shell Scripting, Toad, vi editor, Oracle, SDLC, SQL, Relational Databases, Business Analysis, Business Process..., Change Management, MKS Integrity, Database Marketing, Business Intelligence, C, Databases, Vi, Data Modeling, ETL, HTML, Java, JavaScript, Tidal Enterprise..., XML, FTP, Core FTP, Putty, Hummingbird Exceed, Eclipse, QuickBooks, Quicken, Visio, PowerDesigner
Education
Bentley University 1980 — 1984
Bachelor of Science, Computer Information Systems
Fontbonne Academy, Milton, MA 1976 — 1980
Aramark Uniform Services (WearGuard) April 1999 - Present
Hills Department Stores September 1993 - March 1999
Fiserv September 1987 - August 1992
Fidelity Investments June 1986 - May 1987
Honeywell June 1983 - May 1986
Skills
Analysis, Programming, Database Design, Data Warehousing, Data Analysis, Oracle SQL, PL/SQL, Unix Shell Scripting, Toad, vi editor, Oracle, SDLC, SQL, Relational Databases, Business Analysis, Business Process..., Change Management, MKS Integrity, Database Marketing, Business Intelligence, C, Databases, Vi, Data Modeling, ETL, HTML, Java, JavaScript, Tidal Enterprise..., XML, FTP, Core FTP, Putty, Hummingbird Exceed, Eclipse, QuickBooks, Quicken, Visio, PowerDesigner
Education
Bentley University 1980 — 1984
Bachelor of Science, Computer Information Systems
Fontbonne Academy, Milton, MA 1976 — 1980
Patricia Gooding's Fidelity Investments Experience February 2005 - July 2013
Job Volunteer
Industry Financial Services
Experience
Town of Cohasset - Alternative Energy Committee July 2014 - Present
Fidelity Investments February 2005 - July 2013
Fidelity Investments 2003 - 2005
Fidelity Brokerage Services 1996 - 2001
Skills
Product Development, Program Management, Business Strategy, New Business Development, Product Management, Credit Cards, Payments, Financial Services, Management, Vendor Management, Business Analysis, Budgets, Strategic Partnerships, Strategy, Business Process, Leadership, Strategic Planning
Education
Boston University 1993 — 1996
Masters, Business with focus on Innovation and Technology
Bentley University
Bachelor of Arts, Law, History & Government
Town of Cohasset - Alternative Energy Committee July 2014 - Present
Fidelity Investments February 2005 - July 2013
Fidelity Investments 2003 - 2005
Fidelity Brokerage Services 1996 - 2001
Skills
Product Development, Program Management, Business Strategy, New Business Development, Product Management, Credit Cards, Payments, Financial Services, Management, Vendor Management, Business Analysis, Budgets, Strategic Partnerships, Strategy, Business Process, Leadership, Strategic Planning
Education
Boston University 1993 — 1996
Masters, Business with focus on Innovation and Technology
Bentley University
Bachelor of Arts, Law, History & Government
Shane Fabianek's Fidelity Investments Experience Sr. Oracle Applications DBAFidelity InvestmentsJune 2008 - Present
Job Sr. Oracle Applications DBA at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments Sr. Oracle Applications DBAFidelity InvestmentsJune 2008 - Present
Education
Bentley University 1992 — 1996
Fidelity Investments Sr. Oracle Applications DBAFidelity InvestmentsJune 2008 - Present
Education
Bentley University 1992 — 1996
Robert Tashjian, CFP®'s Fidelity Investments Experience March 2007 - Present
Job Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2007 - Present
Fidelilty Investments 1995 - Present
Fidelity Investments May 2004 - March 2007
Fidelity Investments May 2001 - May 2004
Fidelity Investments May 1995 - May 2001
Skills
Mutual Funds, Series 7, Investments, Series 63, Wealth Management, Asset Allocation, Financial Services, Asset Management, Retirement Planning, Portfolio Management
Education
Bentley University 1990 — 1994
Economics-Finance
Lexington High
Fidelity Investments March 2007 - Present
Fidelilty Investments 1995 - Present
Fidelity Investments May 2004 - March 2007
Fidelity Investments May 2001 - May 2004
Fidelity Investments May 1995 - May 2001
Skills
Mutual Funds, Series 7, Investments, Series 63, Wealth Management, Asset Allocation, Financial Services, Asset Management, Retirement Planning, Portfolio Management
Education
Bentley University 1990 — 1994
Economics-Finance
Lexington High
Pei Wu's Fidelity Investments Experience July 2013 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments January 2010 - June 2013
Fidelity Investments September 2006 - January 2010
Education
Bentley University 1989 — 1993
Bachelor of Science, Management
Fidelity Investments July 2013 - Present
Fidelity Investments January 2010 - June 2013
Fidelity Investments September 2006 - January 2010
Education
Bentley University 1989 — 1993
Bachelor of Science, Management
Sue Nawn's Fidelity Investments Experience July 2008 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Fidelity Investments July 2006 - January 2008
Fidelity Investments July 2004 - July 2006
Fidelity Investments July 2000 - July 2004
Skills
Requirements Management, Agile, Agile Methodologies, Quality Assurance, Fixed Annuities, Variable Annuities, Requirements Gathering, Requirements Analysis, Systems Analysis, User Acceptance Testing
Education
Bentley University 1985 — 1989
Bachelor's degree, Marketing
Fidelity Investments July 2008 - Present
Fidelity Investments July 2006 - January 2008
Fidelity Investments July 2004 - July 2006
Fidelity Investments July 2000 - July 2004
Skills
Requirements Management, Agile, Agile Methodologies, Quality Assurance, Fixed Annuities, Variable Annuities, Requirements Gathering, Requirements Analysis, Systems Analysis, User Acceptance Testing
Education
Bentley University 1985 — 1989
Bachelor's degree, Marketing
Peter Palamidis, CFA's Fidelity Investments Experience
Job Director, Investment Research Services
Industry Financial Services
Experience
Fidelity Investments
Education
Bryant University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Actuarial Mathematics
Bentley University
Master of Business Administration (MBA)
Fidelity Investments
Education
Bryant University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Actuarial Mathematics
Bentley University
Master of Business Administration (MBA)
Reggie Torrey's Fidelity Investments Experience April 2002 - September 2008
Job QA Tester at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems August 2013 - Present
Edge Technology Services January 2013 - July 2013
Modis October 2012 - December 2012
Health Dialog December 2008 - February 2012
Eastern Mountain Sports October 2008 - October 2008
Fidelity Investments April 2002 - September 2008
Fidelity Investments February 2001 - April 2002
Fidelity Investments February 1997 - February 2001
Stop & Shop October 1992 - February 1997
Hallsmith Sysco Food Services January 1992 - October 1992
Skills
Software Quality..., Quality Assurance, Waterfall, SQL, Testing, SDLC, PL/SQL, Oracle SQL, ETL, Databases, QC, Oracle, SharePoint, Software Documentation, Business Analysis, Test Planning, Quality Control, HP Quality Center
Education
Bentley University 1984 — 1988
BS, Computer Information systems
TEKsystems August 2013 - Present
Edge Technology Services January 2013 - July 2013
Modis October 2012 - December 2012
Health Dialog December 2008 - February 2012
Eastern Mountain Sports October 2008 - October 2008
Fidelity Investments April 2002 - September 2008
Fidelity Investments February 2001 - April 2002
Fidelity Investments February 1997 - February 2001
Stop & Shop October 1992 - February 1997
Hallsmith Sysco Food Services January 1992 - October 1992
Skills
Software Quality..., Quality Assurance, Waterfall, SQL, Testing, SDLC, PL/SQL, Oracle SQL, ETL, Databases, QC, Oracle, SharePoint, Software Documentation, Business Analysis, Test Planning, Quality Control, HP Quality Center
Education
Bentley University 1984 — 1988
BS, Computer Information systems
Paula Higgins's Fidelity Investments Experience November 2003 - December 2004
Job Program Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2009 - Present
Homesite Insurance March 2007 - October 2009
Lincoln Financial Group January 2005 - March 2007
Fidelity Investments November 2003 - December 2004
Self-Employed May 2001 - November 2003
BearingPoint April 1997 - May 2001
Merrill Lynch 1998 - 1999
Putnam Investments May 1993 - April 1997
Computervision (formerly Prime Computer) August 1985 - May 1993
NEC Electronics 1984 - 1985
Skills
MS Project, Process Improvement, SDLC, Program Management, Management, Strategy, Business Intelligence, Software Development, Project Management, Vendor Management, Financial Services, Leadership, CRM, Portfolio Management, Business Analysis, PMO, Analysis, Strategic Planning, Business Process..., Microsoft Project
Education
Bentley University 1985 — 1993
BS/BA, Business Management
MassMutual Financial Group October 2009 - Present
Homesite Insurance March 2007 - October 2009
Lincoln Financial Group January 2005 - March 2007
Fidelity Investments November 2003 - December 2004
Self-Employed May 2001 - November 2003
BearingPoint April 1997 - May 2001
Merrill Lynch 1998 - 1999
Putnam Investments May 1993 - April 1997
Computervision (formerly Prime Computer) August 1985 - May 1993
NEC Electronics 1984 - 1985
Skills
MS Project, Process Improvement, SDLC, Program Management, Management, Strategy, Business Intelligence, Software Development, Project Management, Vendor Management, Financial Services, Leadership, CRM, Portfolio Management, Business Analysis, PMO, Analysis, Strategic Planning, Business Process..., Microsoft Project
Education
Bentley University 1985 — 1993
BS/BA, Business Management
Sue Allard's Fidelity Investments Experience 1995 - 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Santander Bank March 2014 - Present
Liberty Mutual Insurance May 2012 - March 2014
State Street Bank November 2008 - November 2009
Fidelity Investments 1995 - 1998
Skills
Strategy, SDLC, Vendor Management, Business Analysis, Visio, Business Intelligence, Access, Project Management, Process Improvement, Program Management, Microsoft Excel, Microsoft Office, Customer Service, Team Leadership, Management, Banking
Education
Bentley University 1995 — 1998
Masters, Computer Information Systems
University of Massachusetts at Lowell 1986 — 1991
Bachelor's degree, Business Management
Santander Bank March 2014 - Present
Liberty Mutual Insurance May 2012 - March 2014
State Street Bank November 2008 - November 2009
Fidelity Investments 1995 - 1998
Skills
Strategy, SDLC, Vendor Management, Business Analysis, Visio, Business Intelligence, Access, Project Management, Process Improvement, Program Management, Microsoft Excel, Microsoft Office, Customer Service, Team Leadership, Management, Banking
Education
Bentley University 1995 — 1998
Masters, Computer Information Systems
University of Massachusetts at Lowell 1986 — 1991
Bachelor's degree, Business Management
Steven McBee's Fidelity Investments Experience January 2010 - July 2014
Job Retirement Consultant
Industry Financial Services
Experience
Fidelity Investments January 2010 - July 2014
Fidelity Investments February 2008 - December 2009
Fidelity Investments November 2006 - February 2008
Skills
Investments, Retirement Planning, Financial Services, Financial Planning, Mutual Funds, Securities, Wealth Management, 401k, Financial Analysis, TAXATION, Finance, Sales, Brokerage, Insurance, Risk Management, Accounting, Series 7, Series 66
Education
Bentley University
Master of Science (M.S.), TAXATION, GRADUATED DISTINCTION 3.65 / 4.0
Bentley University
Bachelor of Science (B.S.), FINANCE and PHYSICS MINOR, GRADUATED SUMMA CUM LAUDE 3.89 / 4.0
Fidelity Investments January 2010 - July 2014
Fidelity Investments February 2008 - December 2009
Fidelity Investments November 2006 - February 2008
Skills
Investments, Retirement Planning, Financial Services, Financial Planning, Mutual Funds, Securities, Wealth Management, 401k, Financial Analysis, TAXATION, Finance, Sales, Brokerage, Insurance, Risk Management, Accounting, Series 7, Series 66
Education
Bentley University
Master of Science (M.S.), TAXATION, GRADUATED DISTINCTION 3.65 / 4.0
Bentley University
Bachelor of Science (B.S.), FINANCE and PHYSICS MINOR, GRADUATED SUMMA CUM LAUDE 3.89 / 4.0
Randall Boyce's Fidelity Investments Experience June 2005 - December 2008
Job President at Maplewood Landscaping, Inc.
Industry Facilities Services
Experience
Maplewood Landscaping, Inc. April 2009 - Present
Fidelity Investments June 2005 - December 2008
Education
Bentley University 1995 — 1999
Bachelor, Finance
Maplewood Landscaping, Inc. April 2009 - Present
Fidelity Investments June 2005 - December 2008
Education
Bentley University 1995 — 1999
Bachelor, Finance
Shelly Nolfi's Fidelity Investments Experience 2004 - 2006
Job Senior Director at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2015 - Present
BridgePoint Group, LLC February 2012 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1998 - 1999
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Fidelity Investments 1987 - 1993
Skills
Financial Services, Leadership, Marketing, Management
Education
Northeastern University
Masters of Business Adminstration
Bentley College
Bachelor of Science, Marketing Management
Voya Financial July 2015 - Present
BridgePoint Group, LLC February 2012 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1998 - 1999
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Fidelity Investments 1987 - 1993
Skills
Financial Services, Leadership, Marketing, Management
Education
Northeastern University
Masters of Business Adminstration
Bentley College
Bachelor of Science, Marketing Management
Tammy Ditman's Fidelity Investments Experience April 2012 - November 2014
Job Retired from Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments April 2012 - November 2014
Fidelity Investments March 2004 - January 2011
Lee Certified Coins, Ltd September 2002 - February 2004
Putnam Investments April 1999 - May 2002
Chalet Susse International, Inc December 1991 - March 1999
Digital Equipment July 1984 - October 1987
Seabrook Materials Project, PSNH June 1982 - July 1984
Skills
Testing, DB2, COBOL, Program Management, Requirements Analysis, Systems Analysis, Software Project..., Programming, Mainframe, Requirements Gathering, Business Analysis, Software Development, Databases, Vendor Management, Process Improvement, Agile Methodologies
Education
Daniel Webster
Bentley University 1978 — 1982
BS, Computer Information Systems
Bentley University 1978 — 1982
Bachelor of Science (BS), Computer Information Systems
Boston University, Corporate Education
Fidelity Investments April 2012 - November 2014
Fidelity Investments March 2004 - January 2011
Lee Certified Coins, Ltd September 2002 - February 2004
Putnam Investments April 1999 - May 2002
Chalet Susse International, Inc December 1991 - March 1999
Digital Equipment July 1984 - October 1987
Seabrook Materials Project, PSNH June 1982 - July 1984
Skills
Testing, DB2, COBOL, Program Management, Requirements Analysis, Systems Analysis, Software Project..., Programming, Mainframe, Requirements Gathering, Business Analysis, Software Development, Databases, Vendor Management, Process Improvement, Agile Methodologies
Education
Daniel Webster
Bentley University 1978 — 1982
BS, Computer Information Systems
Bentley University 1978 — 1982
Bachelor of Science (BS), Computer Information Systems
Boston University, Corporate Education
Rohan Mehta, CFP®'s Fidelity Investments Experience July 2008 - February 2014
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Fidelity Investments July 2008 - February 2014
BNY Mellon May 2007 - August 2007
Ameriprise Financial Services, Inc. September 2006 - April 2007
Education
Bentley University 2004 — 2008
BS, Economics-Finance
Ameriprise Financial Services, Inc. February 2014 - Present
Fidelity Investments July 2008 - February 2014
BNY Mellon May 2007 - August 2007
Ameriprise Financial Services, Inc. September 2006 - April 2007
Education
Bentley University 2004 — 2008
BS, Economics-Finance
Patricia Cerro's Fidelity Investments Experience June 1989 - June 1996
Job
Industry Financial Services
Experience
Megansett Yacht Club September 2009 - September 2012
Framingham Centre January 2008 - December 2010
John Hancock Funds, Inc August 1997 - February 2001
Fidelity Investments June 1989 - June 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Outlook, Research, Strategic Planning, Accounting, Windows, Negotiation, Public Speaking, Teaching, Financial Reporting, Access
Education
Bentley University 1984 — 1989
BS, Finance
Megansett Yacht Club September 2009 - September 2012
Framingham Centre January 2008 - December 2010
John Hancock Funds, Inc August 1997 - February 2001
Fidelity Investments June 1989 - June 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Outlook, Research, Strategic Planning, Accounting, Windows, Negotiation, Public Speaking, Teaching, Financial Reporting, Access
Education
Bentley University 1984 — 1989
BS, Finance
Patty Powers's Fidelity Investments Experience September 1990 - June 1996
Job Controller at Tonneson + Co
Industry Accounting
Experience
Tonneson + Co October 2010 - Present
Health Reinsurance Management Partnership April 2005 - April 2010
Collagenesis, Inc. 1996 - 2001
Fidelity Investments September 1990 - June 1996
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, QuickBooks, Peachtree, Payroll, Accounts Payable, Accounts Receivable, Auditing, Microsoft Word, PowerPoint
Education
Bentley University
Masters, Management
Boston College
Bachelor of Science, Accounting
Burlington High School
Tonneson + Co October 2010 - Present
Health Reinsurance Management Partnership April 2005 - April 2010
Collagenesis, Inc. 1996 - 2001
Fidelity Investments September 1990 - June 1996
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, QuickBooks, Peachtree, Payroll, Accounts Payable, Accounts Receivable, Auditing, Microsoft Word, PowerPoint
Education
Bentley University
Masters, Management
Boston College
Bachelor of Science, Accounting
Burlington High School
Prakash Tobarran's Fidelity Investments Experience August 2004 - March 2009
Job Implementation Outsourcing at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt July 2010 - Present
ING November 2008 - July 2010
Fidelity Investments August 2004 - March 2009
Skills
Banking, Commercial Banking, Credit Risk, Risk Management, Business Analysis, Process Improvement, Project Implementation, Software Project..., Operations Management, Offshoring, SDLC, Project Delivery, Requirements Gathering, Vendor Management
Education
Bentley College
Worcester State University
Aon Hewitt July 2010 - Present
ING November 2008 - July 2010
Fidelity Investments August 2004 - March 2009
Skills
Banking, Commercial Banking, Credit Risk, Risk Management, Business Analysis, Process Improvement, Project Implementation, Software Project..., Operations Management, Offshoring, SDLC, Project Delivery, Requirements Gathering, Vendor Management
Education
Bentley College
Worcester State University
Nora Rubin's Fidelity Investments Experience September 2008 - August 2010
Job at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance April 2013 - Present
Goldman Sachs September 2010 - December 2012
Fidelity Investments September 2008 - August 2010
PwC June 2006 - September 2008
Skills
Financial Analysis, Financial Reporting, Auditing, Strategic Financial..., Internal Audit, Corporate Finance, Sarbanes-Oxley Act, Business Analysis, Internal Controls, Financial Modeling, SEC filings, Risk Management, US GAAP
Education
Bentley University
MBA, Accounting
Liberty Mutual Insurance April 2013 - Present
Goldman Sachs September 2010 - December 2012
Fidelity Investments September 2008 - August 2010
PwC June 2006 - September 2008
Skills
Financial Analysis, Financial Reporting, Auditing, Strategic Financial..., Internal Audit, Corporate Finance, Sarbanes-Oxley Act, Business Analysis, Internal Controls, Financial Modeling, SEC filings, Risk Management, US GAAP
Education
Bentley University
MBA, Accounting
Phillip St.Pierre's Fidelity Investments Experience May 2012 - March 2013
Job Business Analyst at Liberty Mutual Insurance
Industry Accounting
Experience
Allstate March 2013 - Present
Fidelity Investments May 2012 - March 2013
Kennebunk Savings Bank May 2011 - September 2011
Skills
Strategic Financial...
Education
Bentley University 2008 — 2012
BS, Corporate Finance and Accounting
Marshwood High School 2004 — 2008
Allstate March 2013 - Present
Fidelity Investments May 2012 - March 2013
Kennebunk Savings Bank May 2011 - September 2011
Skills
Strategic Financial...
Education
Bentley University 2008 — 2012
BS, Corporate Finance and Accounting
Marshwood High School 2004 — 2008
Nitasha Woodward's Fidelity Investments Experience June 2012 - Present
Job Senior Tax Analyst Fidelity Investments
Industry Accounting
Experience
Fidelity Investments June 2012 - Present
Grant Thornton June 2010 - June 2012
Skills
Tax, Tax Research, Accounting, Corporate Tax, CPA, Tax Accounting
Education
Bentley University 2010 — 2014
Masters, Tax
Bentley University 2008 — 2010
Bachelors, Accounting
Fitchburg State University 2007 — 2007
Accounting
Fidelity Investments June 2012 - Present
Grant Thornton June 2010 - June 2012
Skills
Tax, Tax Research, Accounting, Corporate Tax, CPA, Tax Accounting
Education
Bentley University 2010 — 2014
Masters, Tax
Bentley University 2008 — 2010
Bachelors, Accounting
Fitchburg State University 2007 — 2007
Accounting
Thomas J. Clifford, CIMA®'s Fidelity Investments Experience January 2015 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - January 2015
Fidelity Investments November 2009 - December 2012
Fidelity Investments September 2008 - November 2009
Northwestern Mutual Financial Network January 2007 - July 2008
Skills
Mutual Funds, Series 7, Financial Analysis, Series 63, CIMA, Consultative Selling
Education
Bentley University 2003 — 2007
BS, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - January 2015
Fidelity Investments November 2009 - December 2012
Fidelity Investments September 2008 - November 2009
Northwestern Mutual Financial Network January 2007 - July 2008
Skills
Mutual Funds, Series 7, Financial Analysis, Series 63, CIMA, Consultative Selling
Education
Bentley University 2003 — 2007
BS, Finance
Paul Ambrose's Fidelity Investments Experience June 2000 - April 2004
Job Assistant Director at Joseph J. Blake and Associates, Inc.
Industry Real Estate
Experience
Joseph J. Blake and Associates, Inc. October 2004 - Present
Fidelity Investments June 2000 - April 2004
Skills
Valuation, Financial Modeling, Due Diligence, Asset Management, Certified General..., Customer Service, Financial Analysis, Strategic Planning
Education
Clark University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bentley College 1996 — 2000
Finance, General
Joseph J. Blake and Associates, Inc. October 2004 - Present
Fidelity Investments June 2000 - April 2004
Skills
Valuation, Financial Modeling, Due Diligence, Asset Management, Certified General..., Customer Service, Financial Analysis, Strategic Planning
Education
Clark University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bentley College 1996 — 2000
Finance, General
Nicholas Restivo, MSFP's Fidelity Investments Experience July 2008 - June 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - January 2013
Fidelity Investments July 2008 - June 2011
Fidelity Investments October 2007 - June 2008
Fidelity Investments May 2005 - January 2007
Education
Bentley University 2009 — 2013
Masters of Science in Financial Planning, Elkin B. McCallum Graduate School of Business
Bentley University 2011 — 2012
Certificate of Graduate Studies In Taxation, Elkin B. McCallum Graduate School of Business
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Accounting and Computer Science
Bishop Feehan High School 1999 — 2003
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - January 2013
Fidelity Investments July 2008 - June 2011
Fidelity Investments October 2007 - June 2008
Fidelity Investments May 2005 - January 2007
Education
Bentley University 2009 — 2013
Masters of Science in Financial Planning, Elkin B. McCallum Graduate School of Business
Bentley University 2011 — 2012
Certificate of Graduate Studies In Taxation, Elkin B. McCallum Graduate School of Business
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Accounting and Computer Science
Bishop Feehan High School 1999 — 2003
Peter Vasiliadis's Fidelity Investments Experience February 2005 - April 2006
Job Director of Business Administration at Bencmark Senior Living
Industry Hospitality
Experience
Benchmark Senior Living February 2015 - Present
Bencmark Senior Living January 2010 - February 2015
Sunrise Senior Living August 2006 - January 2010
Fidelity Investments February 2005 - April 2006
Fidelity Investments April 2000 - February 2005
Skills
Healthcare, Team Building, Customer Service, Training, Healthcare Management, Budgets, Elder Care, Event Planning, Leadership, Strategic Planning
Education
Bentley University 1994 — 1994
Real Estate Paralegal Certificate Degree, Real Estate Law
Wentworth Institute of Technology 1982 — 1984
Associate's degree, Architecture
Benchmark Senior Living February 2015 - Present
Bencmark Senior Living January 2010 - February 2015
Sunrise Senior Living August 2006 - January 2010
Fidelity Investments February 2005 - April 2006
Fidelity Investments April 2000 - February 2005
Skills
Healthcare, Team Building, Customer Service, Training, Healthcare Management, Budgets, Elder Care, Event Planning, Leadership, Strategic Planning
Education
Bentley University 1994 — 1994
Real Estate Paralegal Certificate Degree, Real Estate Law
Wentworth Institute of Technology 1982 — 1984
Associate's degree, Architecture
Scott Feinberg's Fidelity Investments Experience November 2011 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments April 2007 - November 2011
Capital Group July 2006 - April 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments January 2005 - July 2005
Fidelity Investments May 2004 - December 2004
Fidelity Investments March 2003 - May 2004
Fidelity Investments September 2000 - February 2003
Skills
Management, Project Management, Data Analysis, Internal Controls, Business Analysis, mutual funds, Financial Services, Mutual Funds
Education
Suffolk University 2004 — 2006
Master of Business Administration (MBA)
Bentley University 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Fidelity Investments November 2011 - Present
Fidelity Investments April 2007 - November 2011
Capital Group July 2006 - April 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments January 2005 - July 2005
Fidelity Investments May 2004 - December 2004
Fidelity Investments March 2003 - May 2004
Fidelity Investments September 2000 - February 2003
Skills
Management, Project Management, Data Analysis, Internal Controls, Business Analysis, mutual funds, Financial Services, Mutual Funds
Education
Suffolk University 2004 — 2006
Master of Business Administration (MBA)
Bentley University 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Patricia Kenworthy's Fidelity Investments Experience February 2006 - October 2006
Job Independent Contractor Mutual Fund Tax
Industry Financial Services
Experience
Independent Contractor October 2014 - Present
State Street June 2012 - October 2014
Mutual Fund Tax Independent Contractor August 2010 - June 2012
State Street (formerly Investors Bank & Trust Co.) October 2006 - August 2010
Fidelity Investments February 2006 - October 2006
Investors Bank & Trust May 1997 - February 2006
Skills
Financial Reporting, Tax, Financial Analysis, Mutual Funds, Accounting, Auditing, Finance, Financial Accounting, Financial Modeling, SEC Filings, Account Reconciliation, Financial Statements, Internal Controls, Investments
Education
Bentley University
Bachelor's degree, Accounting
Independent Contractor October 2014 - Present
State Street June 2012 - October 2014
Mutual Fund Tax Independent Contractor August 2010 - June 2012
State Street (formerly Investors Bank & Trust Co.) October 2006 - August 2010
Fidelity Investments February 2006 - October 2006
Investors Bank & Trust May 1997 - February 2006
Skills
Financial Reporting, Tax, Financial Analysis, Mutual Funds, Accounting, Auditing, Finance, Financial Accounting, Financial Modeling, SEC Filings, Account Reconciliation, Financial Statements, Internal Controls, Investments
Education
Bentley University
Bachelor's degree, Accounting
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank