Fidelity Investments

Industry: Financial services company

Description

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

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Fidelity Investments Employees

Employee
Years
Job
Industry
Martin Pineda Martin Pineda Cary, North Carolina Details
Martin Pineda's Fidelity Investments Experience November 2014 - Present
Job CICS System Programmer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   November 2014 - Present
IBM  March 2001 - October 2014

Skills
Disaster Recovery, IBM Mainframe, Mainframe, DB2, JCL, CICS, Integration, ITIL

Education
University of South Florida   1999 — 2000
Bachelor's degree, Computer/Information Technology Administration and Management

James Nevin James Nevin Jacksonville, Florida Details
James Nevin's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
USAA  August 2013 - July 2015
USAA  May 2013 - August 2013
Wilton Simpson for State Senate   April 2012 - August 2012
MISource  December 2010 - January 2011

Skills
Insurance, Leadership, Insurance Adjusting, Microsoft Excel, Financial Analysis, Automobile Liability, Property Damage, Auto Claims, Subrogation, Banking, Microsoft Office, Negotiation, Credit Risk, Financial Reporting, Public Speaking

Education
University of South Florida   2009 — 2013
Bachelor of Science (BS), Finance

Glenn Maslyn Glenn Maslyn Greater Denver Area Details
Glenn Maslyn's Fidelity Investments Experience October 2011 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
Diversified Investment Advisors  July 2005 - October 2011
T. Rowe Price  March 1995 - March 2004

Education
University of Southern California   1987 — 1989
MA, International Relations

Kate Iannotti Pellegrini Kate Iannotti Pellegrini Greater Boston Area Details
Kate Iannotti Pellegrini's Fidelity Investments Experience November 2001 - October 2002
Job Product Owner, MindTap (Digital Learning Platform) at Cengage Learning
Industry Publishing
Experience
Cengage Learning  June 2013 - Present
Cengage Learning  November 2012 - Present
Taylor & Francis Group  April 2012 - December 2012
Elsevier, Inc  October 2009 - April 2012
Elsevier, Inc  August 2007 - October 2009
Phoenix Media/Communications Group  April 2005 - August 2007
Phoenix Media/Communications Group  October 2002 - April 2005
Fidelity Investments   November 2001 - October 2002

Skills
Social Media, Integrated Marketing, Writing, Analytics, Business Relationship..., Online Marketing, Publishing, Promotions, Social Networking, Market Planning, Facebook, Social Media Marketing, Marketing Communications, SEO, Advertising, Digital Marketing, Email Marketing, Marketing Strategy, Event Management, Market Research, Copywriting, Blogging, Lead Generation, E-commerce, Editing, Product Development, SEM, Strategic Planning, Sales, New Media, Editorial, Product Management, Google Analytics, Content Strategy, Content Management, Digital Media, Content Development, Trade Shows, Account Management, Marketing, Management, Online Publishing, Direct Marketing, Strategy, Leadership

Education
University of Southern California   1996 — 2000
BFA Writing, School of Cinematic Artis

Irma Cresta Irma Cresta Tampa, Florida Details
Irma Cresta's Fidelity Investments Experience April 2006 - May 2011
Job Senior Financial Analyst
Industry Financial Services
Experience
MetLife  March 2013 - Present
Transamerica Asset Management  2011 - March 2013
Fidelity Investments   April 2006 - May 2011
Fidelity Investments   October 2003 - April 2006

Skills
Mutual Funds, Financial Analysis, Fund Accounting, Fund Administration, Financial Reporting, Financial Risk, Portfolio Performance..., Fact Sheets, Fund Commentaries, Risk Assessment, Finance, Investment Performance, Asset Managment, Confluence, Bloomberg Terminal, Morningstar, FACT, AS400 system, GPWS, Customer Service, Investments, Securities, Derivatives, Asset Allocation, Fixed Income, US GAAP, Equities, ETFs, Access, Bloomberg, Fund Of Funds, Financial Modeling, Auditing

Education
University of South Florida   1998 — 2002
Bachelor of Science (BS), Management Information Systems (MIS)

Larry Goodkind Larry Goodkind Dallas/Fort Worth Area Details
Larry Goodkind's Fidelity Investments Experience July 2014 - Present
Job Vice President, Experience Delivery at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   October 1995 - July 2014
Bank America Investment Services   October 1992 - October 1995

Skills
Risk Management, Management

Education
University of Southern California   1979 — 1984
BA

Ian Markowitz Ian Markowitz Deltona, Florida Details
Ian Markowitz's Fidelity Investments Experience April 2011 - October 2014
Job State Farm
Industry Financial Services
Experience
State Farm  June 2015 - Present
Fidelity Investments   April 2011 - October 2014
Edward Jones  March 2008 - April 2011

Skills
Financial Services, Residential Mortgages, Mutual Funds, Property & Casualty..., Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Banking, Umbrella Insurance, Financial Planning, Personal Lines Auto, Commercial Insurance, Insurance

Education
University of South Florida   2000 — 2004
Bachelor's Degree, Accounting

Denise Mungo Denise Mungo Raleigh, North Carolina Details
Denise Mungo's Fidelity Investments Experience 2005 - 2006
Job Account Development Representative at INC Research
Industry Pharmaceuticals
Experience
INC Research  March 2013 - Present
INC Research  2006 - 2012
Fidelity Investments   2005 - 2006

Skills
Superior Client Service, Microsoft Excel, SAP, Oracle, Clinical Development, Microsoft Office, Clinical Research, Clinical Trials, GCP, Oncology, EDC, CTMS, CRM

Education
USC

John Steggell, ChFC, CRPS John Steggell, ChFC, CRPS Greater Los Angeles Area Details
John Steggell, ChFC, CRPS's Fidelity Investments Experience February 2015 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
EMPOWER Retirement  January 2012 - February 2015
EMPOWER Retirement  September 2004 - January 2012
EMPOWER Retirement  January 2003 - September 2004
EMPOWER Retirement  March 1999 - January 2003
EMPOWER Retirement  April 1997 - March 1999
EMPOWER Retirement  September 1995 - April 1997

Skills
Series 63, Series 6, Series 26, 401k, 403 b, Alternative Investments, CRM, FINRA, Coaching, Roth IRA, Sales, Asset Allocation, Asset Management, Customer Satisfaction, Deferred Compensation, Defined Benefit, Defined Contribution, Due Diligence, ERISA, ETFs, Financial Services, Fixed Annuities, Investments, Management, Mutual Funds, Pensions, Performance Management, Relationship Management, Retirement, Retirement Planning, Sales Operations, Training, Employee Benefits, Equities, IRAs, Insurance, Investment Advisory, Investment Strategies, Life Insurance, Portfolio Management, Profit Sharing, Retirement Plan..., Securities, Series 24, Strategic Financial..., Team Management, Uniform Combined State..., Wealth Management

Education
USC   1991 — 1994
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies

Kirk Mullen, CFP® Kirk Mullen, CFP® Greater New York City Area Details
Kirk Mullen, CFP®'s Fidelity Investments Experience November 2005 - April 2008
Job VP Financial Advisor at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC  March 2014 - Present
Charles Schwab  September 2009 - March 2014
TD Bank  April 2008 - August 2009
Fidelity Investments   November 2005 - April 2008
Etrade Financial  June 2005 - November 2005
TD Waterhouse  1998 - 2005

Education
University of South Florida   1993 — 1995
BS, Finance

Hillsborough Community College   1992 — 1993
Associate of Arts (AA), Business Administration

Zeb Scott Zeb Scott Jacksonville, Florida Area Details
Zeb Scott's Fidelity Investments Experience March 2012 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2012 - Present
Central Testing Laboratory, Inc.   February 2004 - March 2012
Oval S LLC   May 2000 - February 2004

Education
University of South Florida   2008 — 2010
BS, Managment

University of South Florida   2004 — 2008
BS, Managment

Samarth Patel Samarth Patel Santa Clara, California Details
Samarth Patel's Fidelity Investments Experience July 2007 - June 2008
Job Software engineer at Cisco Systems
Industry Computer Software
Experience
Cisco  July 2010 - Present
Information technology services, University of Southern california   January 2009 - February 2011
Fidelity Investments   July 2007 - June 2008

Skills
Java, JavaScript, C++, Linux, Eclipse, Unix, Agile Methodologies, XML, Java Enterprise Edition, Hibernate, Spring, Tomcat

Education
University of Southern California   2008 — 2010
Master of Science, Computer Science

Bangalore Institute of Technology   2003 — 2007
Bachelor of Engineering, Electronics and Communication

Philip Reagan Philip Reagan Greater Boston Area Details
Philip Reagan's Fidelity Investments Experience February 2002 - Present
Job Senior Business Analyst
Industry Financial Services
Experience
Fidelity Investments   February 2002 - Present
Fidelity Investments   October 2004 - May 2013
Fidelity Investments   February 2004 - October 2004
Fidelity Investments   January 2000 - April 2002

Skills
Series 63, Mutual Funds, Retirement, Series 7, 401k, Asset Allocation, Fixed Annuities, Insurance, Investments, Investment Advisory, Retirement Planning, Life Insurance, Series 65, Variable Annuities, Alternative Investments, Fixed Income, Risk Management, 401k Rollovers, Term Life Insurance, High Net Worth..., Investment Management, IRAs, Defined Contribution, Wealth Accumulation, Financial Analysis, Financial Reporting

Education
University of South Florida   1989 — 1993
BS, Business Marketing

Jeff Chorn Jeff Chorn Roseville, California Details
Jeff Chorn's Fidelity Investments Experience December 2011 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2011 - Present
Principal Funds  October 2007 - December 2011
Morgan Stanley Smith Barney  September 2004 - September 2007
E*TRADE Financial  2001 - 2004

Education
University of Southern California   1996 — 2001
BA, Economics

Mauriel Avina Mauriel Avina Greater Los Angeles Area Details
Mauriel Avina's Fidelity Investments Experience 1996 - 2002
Job Director National Advocacy, Institutional Relationships at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  2011 - Present
Prudential Financial  2005 - 2010
SSI Investment Management  2002 - 2005
Fidelity Investments   1996 - 2002

Education
University of Southern California
B.S., Business Administration

Jordan Jacobs Jordan Jacobs Jacksonville, Florida Details
Jordan Jacobs's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Northwestern Mutual  June 2014 - June 2015

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking

Education
University of South Florida   2011 — 2015
Bachelor of Science (B.S.), Finance

Laura Paton, MBA, PMI-PBA, CBAP, PMP, CSM Laura Paton, MBA, PMI-PBA, CBAP, PMP, CSM Orlando, Florida Area Details
Laura Paton, MBA, PMI-PBA, CBAP, PMP, CSM's Fidelity Investments Experience 2007 - 2008
Job Business Analysis Consultant (Coach,Mentor,Trainer)
Industry Management Consulting
Experience
Paton Consulting Services Corporation   August 2008 - Present
Independent Consultant/Trainer   June 2008 - Present
Project Management Institute  March 2014 - December 2014
International Institute of Business Analysis (IIBA)   January 2011 - March 2014
International Institute of Business Analysis (IIBA)   January 2011 - March 2014
International Institute of Business Analysis (IIBA)   October 2010 - March 2014
Quintiles  2008 - January 2011
International Institute Of Business Analysis Raleigh RTP Chapter   2007 - 2009
Fidelity Investments   2007 - 2008
Nielsen Company  June 2001 - August 2007

Skills
SDLC, Requirements Analysis, Business Analysis, Business Process..., Cloud Computing, Requirements Gathering, Training, Agile Methodologies, Process Improvement, Business Intelligence, Software Documentation, PMP, Leadership, Project Management, Requirements Management, Software Project..., Cross-functional Team..., Analysis, Business Requirements, Management, Strategy, IT Management, Business Process, Integration, PMO, Team Leadership, Vendor Management, Software Development, Change Management, Enterprise Software, Project Portfolio..., Consulting

Education
University of South Florida
B.S., (MIS) Management Information Systems

University of Tampa
M.B.A.

Michael Clark Michael Clark Greater New York City Area Details
Michael Clark's Fidelity Investments Experience December 2006 - February 2010
Job Board Member | Chief Executive Officer | CEO | Board Level Advisor at JP Morgan | Fidelity Investments
Industry Financial Services
Experience
Board of Directors Advisory   March 2011 - Present
Fidelity Investments   December 2006 - February 2010
J.P. Morgan   2002 - 2007
J.P. Morgan   January 1993 - January 2004
Bankers Trust  January 1988 - January 1994
Bankers Trust  January 1986 - January 1988
United States Marine Corps  January 1986 - January 1986

Skills
Capital Markets, Financial Markets, Securities, Equities, Hedge Funds, Leadership Trainer, Fixed Income, Portfolio Management, Derivatives, Banking, Asset Managment, Alternative Investments, Exceptional mentor &..., Mergers & Acquisitions, Management, Financial Services, Valuation, Structured Finance, Asset Management, Private Equity, Finance, Global Custody, Investment Management, FX Options, Investment Banking, Bonds, Investments, Strategy, Risk Management, Executive Management

Education
New York University   1991 — 1997
MBA, Business, Management, Marketing, and Related Support Services

New York University - Leonard N. Stern School of Business   1991 — 1993
Master of Business Administration (M.B.A.), Finance/Prod Mgt, 3.57

USC   1979 — 1982
MS, Quant and Stats

University of Southern California   1980 — 1981
MS, Quantitative Analysis and Statistics, 3.2

SUNY Maritime College   1975 — 1979
Bachelor of Science, Transportation/Mobility Management

Janet Lengel Janet Lengel Orange County, California Area Details
Janet Lengel's Fidelity Investments Experience September 2007 - July 2011
Job Sr. Director Irvine Company Apartment Communities
Industry Financial Services
Experience
Irvine Company  August 2014 - Present
Long Wharf Real Estate Partners (Formerly Fidelity Real Estate Group)   September 2007 - April 2014
Fidelity Investments   September 2007 - July 2011
Reit Management & Research LLC  May 1998 - September 2007
FDIC  1990 - 1997
Irvine Company  1984 - 1988

Skills
Real Estate Development, Real Estate Economics, Asset Management, Real Estate, Asset Managment, Leases, Due Diligence, Disposition, Construction, Financial Analysis, Commercial Real Estate, Investments, Property Management, Loans, Landlords, Brokerage, Property, Valuation, Real Estate Transactions, Investment Properties, Portfolio Management, Business Planning, Underwriting, Finance, Private Equity, Negotiation, Corporate Real Estate, Real Estate Private..., Acquisitions, Real Estate Financing, Financial Modeling, Mergers & Acquisitions, Management, Structured Finance, Analysis

Education
University of Southern California - Marshall School of Business
MBA, Finance

University of Southern California
B.S., Business Administration

South Pasadena High School

Dorothy Hughes Dorothy Hughes Jacksonville, Florida Details
Dorothy Hughes's Fidelity Investments Experience May 2015 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   July 2014 - May 2015
Fidelity Investments   February 2013 - July 2014
Florida Claims   September 2010 - November 2010
Sander's Farm Supply   May 2006 - August 2006

Skills
Microsoft Office, Organization, Work Ethic, Leadership, Highly Detailed, Customer Service, Mentoring

Education
University of South Florida   2006 — 2010
Bachelor's of Science, Economics

Patrick Whalen, CFP®, CTFA Patrick Whalen, CFP®, CTFA United States Details
Patrick Whalen, CFP®, CTFA's Fidelity Investments Experience July 2012 - Present
Job Trust Implementation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Fidelity Investments   April 2010 - July 2012
Fidelity Investments   January 2007 - April 2010
Merrill Lynch  May 2005 - July 2006
Self-employed  August 2003 - April 2005
PeopleSoft  September 2002 - August 2003
Hewlett Packard  June 1999 - November 2002

Skills
Investments, Estate Planning, Strategic Financial..., Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Equities, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Insurance, Securities, Retirement Planning, Finance, Corporate Finance, Private Equity, Valuation, Risk Management, Retirement, Financial Risk

Education
University of Southern California - Marshall School of Business   1997 — 1999
1999, Finance

University of Southern California   1996 — 1999
1999, Business & Finance

Cannon Trust School

Lyla Goldstein Lyla Goldstein Greater Boston Area Details
Lyla Goldstein's Fidelity Investments Experience July 1996 - January 1999
Job Professional Development Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft  April 2008 - Present
FAST, a Microsoft Subsidiary  July 2007 - April 2008
Norkom Technologies  January 2007 - June 2007
ITA Software  June 2004 - December 2006
Razorfish  January 1999 - March 2003
Fidelity Investments   July 1996 - January 1999
EDS  June 1994 - July 1996

Skills
Agile Methodologies, Software Project..., Enterprise Software, Business Analysis, Unix, Program Management, Data Warehousing, Project Management, Testing, Perl, Shell Scripting, Test Planning, Information Architecture, System Testing, Software Development, Analysis, Scrum, Agile Project Management, SharePoint, SDLC

Education
University of Southern California   1988 — 1992
Bachelor of Science (B.S.), Industrial and Systems Engineering

Bryan Weaver Bryan Weaver Dallas/Fort Worth Area Details
Bryan Weaver's Fidelity Investments Experience September 2012 - Present
Job Sr. Legal Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2012 - Present
Cole Real Estate Investments  April 2008 - September 2012
Financial Registrations, Inc.   October 2005 - April 2008
NASD  2004 - 2005
Emap  1999 - 2001

Skills
Securities, FINRA, Due Diligence, Series 7, Investments, Securities Regulation, Series 24, Corporate Governance, Risk Management

Education
Villanova University School of Law   2001 — 2004
JD, Law

University of Southern California   1997 — 2001
BA, Political Science

Tim Samalis Tim Samalis Greater Boston Area Details
Tim Samalis's Fidelity Investments Experience January 2013 - Present
Job Director, Global Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
Fidelity Investments   October 2007 - Present
Fidelity Investments   September 2002 - October 2007

Skills
Financial Services, Mutual Funds, Equities, Series 63, Relationship Management, Product Management, Series 7, Retirement, Project Management, 401k

Education
University of South Florida

Fitzgibbon, Corey Fitzgibbon, Corey San Francisco Bay Area Details
Fitzgibbon, Corey's Fidelity Investments Experience February 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2011 - Present
Advent Software  February 2005 - February 2011

Skills
SaaS, Salesforce.com, Asset Managment, Sales, Investments, Financial Services, CRM, Enterprise Software, Strategy, Strategic Partnerships

Education
University of Southern California   1999 — 2003
History

William Phillips II William Phillips II Providence, Rhode Island Area Details
William Phillips II's Fidelity Investments Experience January 2010 - Present
Job Principal Web developer at Fidelity Investments
Industry Internet
Experience
Fidelity Investments   January 2010 - Present
Fidelity Investments   2007 - 2008
Veritude / Fidelity Investments  2007 - 2008
Technology therapy   2007 - 2007

Education
University of South Florida   1988 — 1990

Kevin Desquitado Kevin Desquitado Tampa/St. Petersburg, Florida Area Details
Kevin Desquitado's Fidelity Investments Experience December 2010 - Present
Job Financial ConsultantE*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial  December 2013 - Present
Fidelity Investments   December 2010 - Present
T Rowe Price  January 2006 - December 2010

Education
University of South Florida   1991 — 1997

Lisa Dame Lisa Dame Raleigh-Durham, North Carolina Area Details
Lisa Dame's Fidelity Investments Experience September 2012 - Present
Job Systems Analyst at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   September 2012 - Present
Fire Horse Films, Inc.   December 2011 - Present
Aon Hewitt  February 2011 - December 2011
Fidelity Investments   January 2006 - January 2011
Ceridian  2004 - 2005

Education
University of South Florida

Ken Presant Ken Presant San Francisco Bay Area Details
Ken Presant's Fidelity Investments Experience June 1999 - Present
Job Vice President, Managing Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 1999 - Present
Crosby, Heafey, Roach & May PC   August 1985 - June 1999

Skills
Retirement, Investments, Asset Allocation, Mutual Funds, Series 7, Relationship Management, Retirement Planning, 401k, Employee Benefits, Management, ERISA, Strategy, Series 63

Education
University of Southern California   1981 — 1985
BS, Business

Dave Agostine Dave Agostine Greater Denver Area Details
Dave Agostine's Fidelity Investments Experience 1987 - 1993
Job President, Cachematrix Holdings, LLC
Industry Information Technology and Services
Experience
Cachematrix Holdings, LLC   January 2014 - Present
Curian Series Trust and Curian Variable Series Trust   November 2010 - Present
Market Metrics  January 2011 - December 2013
Janus  1993 - 2003
Janus Capital Group  1993 - 2003
Fidelity Investments   1987 - 1993

Skills
Investments, Asset Management, Mutual Funds, Financial Services, Alternative Investments, Equities, Portfolio Management, Management, Hedge Funds, Securities, Asset Allocation, Strategic Planning, Private Equity, Financial Modeling, Capital Markets, Business Strategy, Valuation, Fixed Income, Risk Management

Education
University of South Florida   1980 — 1984
Bachelor of Science (B.S.), Finance and Economics

Stefan Hudzikiewicz Stefan Hudzikiewicz Greater Boston Area Details
Stefan Hudzikiewicz's Fidelity Investments Experience June 2005 - Present
Job Principal Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   June 2005 - Present
Fidelity Investments   December 2000 - June 2005

Education
University of South Florida   1993 — 1994

Josh Dunn, CFP® Josh Dunn, CFP® Orlando, Florida Area Details
Josh Dunn, CFP®'s Fidelity Investments Experience July 2007 - May 2009
Job Regional Supervisory Officer
Industry Financial Services
Experience
PNC Investments  June 2014 - Present
Raymond James Financial Services  February 2012 - June 2014
Raymond James Financial Services  June 2009 - March 2012
Fidelity Investments   July 2007 - May 2009

Skills
Series 7, Series 24, Certified Financial..., Series 66, Series 63, Series 4, Series 53

Education
University of South Florida   2004 — 2007
B.S., Finance

Diane Rankin Diane Rankin Pasadena, California Details
Diane Rankin's Fidelity Investments Experience January 1998 - Present
Job Vice President and Senior Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 1998 - Present

Education
University of Southern California   1970 — 1974
Bachelor’s Degree, Psychology

David Rothschild David Rothschild Providence, Rhode Island Area Details
David Rothschild's Fidelity Investments Experience April 2015 - Present
Job Senior Project Manager
Industry Information Technology and Services
Experience
Fidelity Investments   April 2015 - Present
Deloitte  March 2014 - April 2015
Deloitte  September 2013 - February 2014
UMB Bank  October 2012 - June 2013
Asurion  February 2012 - July 2012
On Sabbatical  September 2010 - January 2012
Accenture UK Limited   August 2007 - September 2010
CIBER  July 2006 - August 2007
Click Commerce  April 2006 - June 2006
Strategic Staffing Solutions Inc  October 2005 - February 2006

Skills
PMBOK, Oracle, Software Quality..., Stakeholder Management, Requirements Analysis, Requirements Gathering, Quality Center, Project Management, Microsoft SQL Server, International Program..., International Project..., Offshore Project..., Program Management, Portfolio Management, Governance, Strategic Planning, Software Project..., Source Selection, Scope Management, Performance Reporting, Vendor Management, Requirements Management, Risk Analysis, Risk Monitoring, Integrated Change..., Project Execution, Software Estimation, Agile Project Management, Agile & Waterfall..., Extreme Programming, CMMI, Microsoft Project, Rational Rose, Rational Clear Case, Rational Clear Quest, Rational Robot, SQL Server 2000-2008, Test Estimation, WinRunner, ODMRP, TCP/IP, Windows CE, Windows, Lotus Notes, Microsoft Office, Outlook, Banking, Aviation, Consulting, Quality Assurance

Education
Project Management Institute   2005 — 2005
PMI PMP Certification Exam Prep

University of Southern California   1984 — 1988
B.A., English, International Relations, Anthropology

Charles Shattuck Charles Shattuck Greater Boston Area Details
Charles Shattuck's Fidelity Investments Experience September 2005 - July 2011
Job Agency Sales Representative at Colonial Life
Industry Financial Services
Experience
Colonial Life  July 2013 - Present
Mutual of Omaha  August 2012 - May 2014
Sold on Sunday   August 2011 - August 2012
Fidelity Investments   September 2005 - July 2011
Fidelity Investments   August 2005 - July 2011
Liberty Tax Services  September 2003 - August 2005
Putnam Investments  March 2000 - August 2003

Skills
Series 7, Uniform Combined State..., Mutual Funds, 401k, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Fixed Annuities, Financial Advisory, Investment Advisory, Investment Strategies

Education
University of Southern California   1990 — 1994
B.A, Political Science

Cushing Academy

University of Southern California
B.A., Political Science

Robyn Fucci Robyn Fucci Greater Boston Area Details
Robyn Fucci's Fidelity Investments Experience 2007 - 2009
Job Head Trader at Moody, Lynn & Lieberson
Industry Financial Services
Experience
Moody, Lynn & Lieberson   May 2013 - Present
Corby Asset Management, LLC   2009 - May 2013
Fidelity Investments   2007 - 2009

Skills
Series 7

Education
University of South Florida   2003 — 2007
B.S., Finance

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