Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Ali Ersu Ali Ersu's Fidelity Investments Experience 2002 - 2003
Job AS/400 Analyst Programmer at Consultant
Industry Medical Devices
Experience
YBP Library Services February 2014 - July 2014
Covidien 2007 - 2013
Fidelity Investments 2002 - 2003
Accenture 1987 - 1996
Skills
Software Development, IBM iSeries, IBM AS/400, RPG Free, RPG III, RPG II, CLP, SQL DB2, Embedded SQL, PL/SQL, Stored Procedures, Query400, Query Writing, COBOL, MS-Access, Delphi
Education
Boğaziçi University
YBP Library Services February 2014 - July 2014
Covidien 2007 - 2013
Fidelity Investments 2002 - 2003
Accenture 1987 - 1996
Skills
Software Development, IBM iSeries, IBM AS/400, RPG Free, RPG III, RPG II, CLP, SQL DB2, Embedded SQL, PL/SQL, Stored Procedures, Query400, Query Writing, COBOL, MS-Access, Delphi
Education
Boğaziçi University
Colin McDevitt Colin McDevitt's Fidelity Investments Experience May 2011 - Present
Job Vice President, Legal Product Core Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments June 2006 - May 2011
Fidelity Investments August 2001 - May 2006
Fidelity Investments October 2000 - July 2001
Fidelity Investments June 1999 - September 2000
Fidelity Investments September 1997 - May 1999
Skills
Mutual Funds, Asset Management, Organizational..., Financial Services, Lean Operations, Asset Managment, Leadership, Strategy, Business Analysis, Management, Analysis, Process Improvement, Product Management, Training, IT Strategy, Market Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Arts (BA), Political Science
Fidelity Investments May 2011 - Present
Fidelity Investments June 2006 - May 2011
Fidelity Investments August 2001 - May 2006
Fidelity Investments October 2000 - July 2001
Fidelity Investments June 1999 - September 2000
Fidelity Investments September 1997 - May 1999
Skills
Mutual Funds, Asset Management, Organizational..., Financial Services, Lean Operations, Asset Managment, Leadership, Strategy, Business Analysis, Management, Analysis, Process Improvement, Product Management, Training, IT Strategy, Market Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Arts (BA), Political Science
Anthony Dell Anthony Dell's Fidelity Investments Experience November 2006 - January 2008
Job Global Chief Compliance & Ethics Officer at Ares Management
Industry Investment Management
Experience
Ares Management August 2011 - Present
Russell Investments January 2008 - July 2011
Fidelity Investments November 2006 - January 2008
Investors Bank & Trust January 2006 - November 2006
REVOLUTION CAPITAL March 2005 - January 2006
Fidelity Investments December 2001 - December 2003
Fidelity Investments November 1999 - December 2001
CypressTree Investments/North American Funds February 1998 - November 1999
Evergreen Investments October 1995 - February 1998
Tufts Medical Center 1993 - 1995
Skills
Securities, Hedge Funds, Private Equity, Asset Management, Investment Advisory, Risk Management, Private Placements, Mutual Funds, ERISA, Investments, FINRA, Alternative Investments, Securities Law, AML, Compliance, Fixed Income, Series 7, Corporate Governance, Due Diligence, Series 63, Series 24, Asset Managment, Trading, Securities Regulation, Equities, Mergers & Acquisitions, Financial Services
Education
Boston University School of Law 2000 — 2003
LLM, Financial & Securities Law
Suffolk University Law School 1996 — 2000
JD, Law, cum laude
Boston College 1985 — 1989
BA, English
Xaverian Brothers High School 1981 — 1985
Diploma
Ares Management August 2011 - Present
Russell Investments January 2008 - July 2011
Fidelity Investments November 2006 - January 2008
Investors Bank & Trust January 2006 - November 2006
REVOLUTION CAPITAL March 2005 - January 2006
Fidelity Investments December 2001 - December 2003
Fidelity Investments November 1999 - December 2001
CypressTree Investments/North American Funds February 1998 - November 1999
Evergreen Investments October 1995 - February 1998
Tufts Medical Center 1993 - 1995
Skills
Securities, Hedge Funds, Private Equity, Asset Management, Investment Advisory, Risk Management, Private Placements, Mutual Funds, ERISA, Investments, FINRA, Alternative Investments, Securities Law, AML, Compliance, Fixed Income, Series 7, Corporate Governance, Due Diligence, Series 63, Series 24, Asset Managment, Trading, Securities Regulation, Equities, Mergers & Acquisitions, Financial Services
Education
Boston University School of Law 2000 — 2003
LLM, Financial & Securities Law
Suffolk University Law School 1996 — 2000
JD, Law, cum laude
Boston College 1985 — 1989
BA, English
Xaverian Brothers High School 1981 — 1985
Diploma
Alex Toews Alex Toews's Fidelity Investments Experience June 2012 - November 2014
Job Senior Consultant at EY
Industry Capital Markets
Experience
EY November 2014 - Present
Fidelity Investments June 2012 - November 2014
Goldman Sachs June 2010 - January 2011
State Street June 2009 - January 2010
Skills
Relationship Management, Change Management, Financial Services, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Capital Markets, Banking, Financial Modeling
Education
Northeastern University 2008 — 2012
Bachelor of Science, Business Administration - Finance, Magna Cum Laude
Bond University 2011 — 2011
Bachelor of Science, Business Administration, Finance
University of Miami - School of Business 2007 — 2008
Transferred, International Finance
EY November 2014 - Present
Fidelity Investments June 2012 - November 2014
Goldman Sachs June 2010 - January 2011
State Street June 2009 - January 2010
Skills
Relationship Management, Change Management, Financial Services, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Capital Markets, Banking, Financial Modeling
Education
Northeastern University 2008 — 2012
Bachelor of Science, Business Administration - Finance, Magna Cum Laude
Bond University 2011 — 2011
Bachelor of Science, Business Administration, Finance
University of Miami - School of Business 2007 — 2008
Transferred, International Finance
Hope Good Hope Good's Fidelity Investments Experience June 2003 - June 2005
Job
Industry Information Technology and Services
Experience
inContact July 2014 - Present
Uptivity December 2011 - July 2014
Uptivity September 2011 - December 2011
The Echo Group July 2010 - September 2011
The Dot Net Factory October 2007 - January 2010
Now Software January 2007 - September 2007
Now Software July 2005 - December 2006
Fidelity Investments June 2003 - June 2005
Fidelity Investments January 2001 - January 2003
Fidelity Investments June 2000 - January 2001
Skills
Helping Clients Succeed, Building Relationships, Customer Experience, Customer Retention, Sales, Salesforce.com, SugarCRM, Customer Oriented, Strengthening Client..., Account Management, Process Improvement, CRM, Leadership, SaaS, Sales Process, Telecommunications, Sales Management, Customer Service, Enterprise Software, Solution Selling, Customer Satisfaction, Management, Call Centers, Channel Partners, VoIP, Sales Operations, Cloud Computing, Direct Sales, Cold Calling, Vendor Management, Unified Communications, Managed Services, Professional Services, Product Management, Strategic Partnerships, Product Marketing, Sales Presentations, New Business Development, Networking, Selling, Start-ups, Team Leadership, Outsourcing, Contact Centers, Lead Generation, Workforce Management, Strategy, E-commerce, Training
Education
Miami University 1995 — 1998
Bachelor of Arts
The Loomis Chaffee School 1991 — 1994
Falmouth 1990 — 1994
Boston Architectural College
Certificate
Denison University 1994 — 1995
inContact July 2014 - Present
Uptivity December 2011 - July 2014
Uptivity September 2011 - December 2011
The Echo Group July 2010 - September 2011
The Dot Net Factory October 2007 - January 2010
Now Software January 2007 - September 2007
Now Software July 2005 - December 2006
Fidelity Investments June 2003 - June 2005
Fidelity Investments January 2001 - January 2003
Fidelity Investments June 2000 - January 2001
Skills
Helping Clients Succeed, Building Relationships, Customer Experience, Customer Retention, Sales, Salesforce.com, SugarCRM, Customer Oriented, Strengthening Client..., Account Management, Process Improvement, CRM, Leadership, SaaS, Sales Process, Telecommunications, Sales Management, Customer Service, Enterprise Software, Solution Selling, Customer Satisfaction, Management, Call Centers, Channel Partners, VoIP, Sales Operations, Cloud Computing, Direct Sales, Cold Calling, Vendor Management, Unified Communications, Managed Services, Professional Services, Product Management, Strategic Partnerships, Product Marketing, Sales Presentations, New Business Development, Networking, Selling, Start-ups, Team Leadership, Outsourcing, Contact Centers, Lead Generation, Workforce Management, Strategy, E-commerce, Training
Education
Miami University 1995 — 1998
Bachelor of Arts
The Loomis Chaffee School 1991 — 1994
Falmouth 1990 — 1994
Boston Architectural College
Certificate
Denison University 1994 — 1995
Christine Clavelli Vincenzo CFA's Fidelity Investments Experience August 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Skills
Program Management, Leadership, Managerial Finance, Financial Services, Portfolio Management, Vendor Management, Process Improvement, Cross-functional Team..., Project Management, Analytics, Business Process, PMP, Project Portfolio..., Budgets, Software Project..., Strategy, Project Planning
Education
Boston University 1997 — 2000
MBA
Boston College 1993 — 1996
B.A.
Fidelity Investments August 2012 - Present
Skills
Program Management, Leadership, Managerial Finance, Financial Services, Portfolio Management, Vendor Management, Process Improvement, Cross-functional Team..., Project Management, Analytics, Business Process, PMP, Project Portfolio..., Budgets, Software Project..., Strategy, Project Planning
Education
Boston University 1997 — 2000
MBA
Boston College 1993 — 1996
B.A.
Tareen Shareef Tareen Shareef's Fidelity Investments Experience 2007 - 2009
Job Leader | Learner | Strategic Business Development | Business Process Optimization
Industry Financial Services
Experience
State Street 2014 - Present
Boston Financial Data Services 2012 - 2014
Boston Financial Data Services 2011 - 2012
Brown Brothers Harriman 2010 - 2011
Fidelity Investments 2007 - 2009
JP Morgan Chase 2005 - 2007
Computer Associates (CA) 1999 - 2004
Skills
Business Analysis, Business Process, Process Improvement, Strategy, Risk Management, Business Process..., Systems Analysis, Leadership, Strategic Planning, Project Portfolio..., SDLC, Management, New Business Development, Program Management, Knowledge Management, Management Consulting, SharePoint, Project Planning, Change Management, Vendor Management, Enterprise Software, Risk Assessment, Risk Analysis, Productivity Improvement, Process Optimization, Audit, Compliance Management, Competitive Analysis, Engagement Management, Best Practices
Education
MIT Sloan School of Management 2013 — 2013
Executive Certificate in Management and Leadership
Bloomsburg University of Pennsylvania
BSBA, Management Information Systems
State Street 2014 - Present
Boston Financial Data Services 2012 - 2014
Boston Financial Data Services 2011 - 2012
Brown Brothers Harriman 2010 - 2011
Fidelity Investments 2007 - 2009
JP Morgan Chase 2005 - 2007
Computer Associates (CA) 1999 - 2004
Skills
Business Analysis, Business Process, Process Improvement, Strategy, Risk Management, Business Process..., Systems Analysis, Leadership, Strategic Planning, Project Portfolio..., SDLC, Management, New Business Development, Program Management, Knowledge Management, Management Consulting, SharePoint, Project Planning, Change Management, Vendor Management, Enterprise Software, Risk Assessment, Risk Analysis, Productivity Improvement, Process Optimization, Audit, Compliance Management, Competitive Analysis, Engagement Management, Best Practices
Education
MIT Sloan School of Management 2013 — 2013
Executive Certificate in Management and Leadership
Bloomsburg University of Pennsylvania
BSBA, Management Information Systems
Jonathan Paquette Jonathan Paquette's Fidelity Investments Experience August 2013 - May 2014
Job Commission Analyst at Adecco Group
Industry Staffing and Recruiting
Experience
Adecco Group May 2014 - Present
Fidelity Investments August 2013 - May 2014
Bob Jones University January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Research, Microsoft Word, PowerPoint, Project Management, Leadership, Microsoft Access, Financial Reporting, Financial Analysis, Teamwork
Education
Bob Jones University 2009 — 2013
Bachelor of Science (B.S.), Business Technology
Adecco Group May 2014 - Present
Fidelity Investments August 2013 - May 2014
Bob Jones University January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Research, Microsoft Word, PowerPoint, Project Management, Leadership, Microsoft Access, Financial Reporting, Financial Analysis, Teamwork
Education
Bob Jones University 2009 — 2013
Bachelor of Science (B.S.), Business Technology
Patrick Revels Patrick Revels's Fidelity Investments Experience July 2013 - Present
Job Vice President, Branch Manager
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
TD Ameritrade April 2005 - June 2013
Waddell & Reed February 2003 - March 2005
MetLife January 2002 - January 2003
Albertsons March 1992 - February 1997
Skills
New Business Development, Operations Management, Coaching, Team Building, Business Strategy, Sales Management, Customer Service, Strategic Financial..., Risk Management, Strategic Planning, Management
Education
Boise State University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Security Licenses Currently Held
Series 7, 63, 65, 9, 10, State of Nevada Life, Health and Annuities
Fidelity Investments July 2013 - Present
TD Ameritrade April 2005 - June 2013
Waddell & Reed February 2003 - March 2005
MetLife January 2002 - January 2003
Albertsons March 1992 - February 1997
Skills
New Business Development, Operations Management, Coaching, Team Building, Business Strategy, Sales Management, Customer Service, Strategic Financial..., Risk Management, Strategic Planning, Management
Education
Boise State University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Security Licenses Currently Held
Series 7, 63, 65, 9, 10, State of Nevada Life, Health and Annuities
Jennifer McClellan Jennifer McClellan's Fidelity Investments Experience September 2015 - Present
Job Instructional Designer at Fidelity | Project Management | Facilitation | Performance Improvement Technology
Industry Professional Training & Coaching
Experience
Fidelity Investments September 2015 - Present
MillerCoors October 2014 - September 2015
Mosaic Sales Solutions June 2014 - October 2014
Lockheed Martin Aeronautics March 2013 - June 2014
Lockheed Martin Aeronautics August 2008 - March 2013
Home HeadQuarters Inc. December 2007 - August 2008
Home HeadQuarters Inc. May 2007 - December 2007
Home HeadQuarters Inc. March 2007 - May 2007
DHL September 2006 - March 2007
Little Black Pearl February 2004 - May 2006
Skills
Training, Web Design, Project Management, Usability, Proposal Writing, Instructional Design, Strategy, Organizational..., Supply Chain Management, Curriculum Design, Program Development, Performance Improvement, Instructor-led Training, Program Evaluation, SAP, Certified Green Belt, Experience Strategy, Change Management, Coaching, Organizational Design, Graphic Design, Multimedia, User Interface Design, Program Management, Management, Leadership, Public Speaking, Nonprofits, Process Improvement, Microsoft Office, E-Learning, Blended
Education
Boise State University 2013 — 2016
Master of Science (M.S.), Organizational Performance & Workplace Learning
Columbia College Chicago 2002 — 2006
Bachelor of Arts (B.A.), Digital Media Technology
Fidelity Investments September 2015 - Present
MillerCoors October 2014 - September 2015
Mosaic Sales Solutions June 2014 - October 2014
Lockheed Martin Aeronautics March 2013 - June 2014
Lockheed Martin Aeronautics August 2008 - March 2013
Home HeadQuarters Inc. December 2007 - August 2008
Home HeadQuarters Inc. May 2007 - December 2007
Home HeadQuarters Inc. March 2007 - May 2007
DHL September 2006 - March 2007
Little Black Pearl February 2004 - May 2006
Skills
Training, Web Design, Project Management, Usability, Proposal Writing, Instructional Design, Strategy, Organizational..., Supply Chain Management, Curriculum Design, Program Development, Performance Improvement, Instructor-led Training, Program Evaluation, SAP, Certified Green Belt, Experience Strategy, Change Management, Coaching, Organizational Design, Graphic Design, Multimedia, User Interface Design, Program Management, Management, Leadership, Public Speaking, Nonprofits, Process Improvement, Microsoft Office, E-Learning, Blended
Education
Boise State University 2013 — 2016
Master of Science (M.S.), Organizational Performance & Workplace Learning
Columbia College Chicago 2002 — 2006
Bachelor of Arts (B.A.), Digital Media Technology
Chris DiZinno's Fidelity Investments Experience 1990 - 1993
Job Compliance Analyst at State Street
Industry Accounting
Experience
Navigant 2014 - 2014
Loomis, Sayles & Company December 2011 - January 2012
AquaEnergy November 2010 - August 2011
BNY Mellon 2000 - 2009
Various Contract Positions 1997 - 2000
Andersen Consulting 1994 - 1997
Fidelity Investments 1990 - 1993
Skills
Hedge Funds, Fund Administration, Fund Accounting, Fund Of Funds, Limited Partnerships, Financial Services, Project Management, Manage Client..., Anti Money Laundering, Transfer Agency, Business Analysis, Operational Risk, Supervisory Experience, Business Process..., Process Implementation, Service Launches, CFA Program - Pased..., Partnership Accounting, SQL*Plus, Offshore Funds, Document Review, InvestOne, Fund Services, Team Management, Mentoring Of Staff, Networking, Manage client..., KYC, Operational Due..., Investment Management, Corporate Actions
Education
Boston College
BS, Finance
Syracuse University - International Programs Abroad
The Roxbury Latin School
Navigant 2014 - 2014
Loomis, Sayles & Company December 2011 - January 2012
AquaEnergy November 2010 - August 2011
BNY Mellon 2000 - 2009
Various Contract Positions 1997 - 2000
Andersen Consulting 1994 - 1997
Fidelity Investments 1990 - 1993
Skills
Hedge Funds, Fund Administration, Fund Accounting, Fund Of Funds, Limited Partnerships, Financial Services, Project Management, Manage Client..., Anti Money Laundering, Transfer Agency, Business Analysis, Operational Risk, Supervisory Experience, Business Process..., Process Implementation, Service Launches, CFA Program - Pased..., Partnership Accounting, SQL*Plus, Offshore Funds, Document Review, InvestOne, Fund Services, Team Management, Mentoring Of Staff, Networking, Manage client..., KYC, Operational Due..., Investment Management, Corporate Actions
Education
Boston College
BS, Finance
Syracuse University - International Programs Abroad
The Roxbury Latin School
Angela Brill Angela Brill's Fidelity Investments Experience 1996 - 1998
Job CFP(R), Partner, Financial Advisor and Portfolio Team Director at Prosperity Advisory Group
Industry Financial Services
Experience
Prosperity Advisory Group January 2007 - Present
H&R Block 2000 - 2001
Scudder Kemper Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Coopers & Lybrand 1990 - 1993
Skills
Investments, Financial Advisory, Portfolio Management, Financial Planning, Retirement Planning, Insurance, Estate Planning, Wealth Management, Product Development, Investment Advisory, Mutual Funds, Business Strategy, Business Planning, Strategy Development, Strategic Planning, New Business Development, Marketing Strategy, Process Improvement, Management Consulting
Education
Harvard Business School 1994 — 1996
MBA, Business Administration
Boston College 1986 — 1990
BS, Business Administration
Bishop Miege 1982 — 1986
QHR
University of Missouri-Kansas City
Prosperity Advisory Group January 2007 - Present
H&R Block 2000 - 2001
Scudder Kemper Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Coopers & Lybrand 1990 - 1993
Skills
Investments, Financial Advisory, Portfolio Management, Financial Planning, Retirement Planning, Insurance, Estate Planning, Wealth Management, Product Development, Investment Advisory, Mutual Funds, Business Strategy, Business Planning, Strategy Development, Strategic Planning, New Business Development, Marketing Strategy, Process Improvement, Management Consulting
Education
Harvard Business School 1994 — 1996
MBA, Business Administration
Boston College 1986 — 1990
BS, Business Administration
Bishop Miege 1982 — 1986
QHR
University of Missouri-Kansas City
Paul; St. Andre's Fidelity Investments Experience 1996 - 2003
Job Sr. Operations Support Analyst at Liberty Mutual Investments
Industry Financial Services
Experience
Liberty Mutual Investments September 2014 - Present
Wells Fargo October 2006 - Present
Liberty Mutual Insurance 2014 - 2015
MultiPlan 2008 - 2013
Staples January 2004 - October 2006
Fidelity Investments 1996 - 2003
D & B SOFTWARE COMPANY March 1995 - December 1996
CENTRAL VERMONT PUBLIC SERVICE COMPANY October 1991 - March 1995
CHILD WORLD INC. January 1984 - October 1991
BOSTON MUTUAL LIFE INSURANCE COMPANY April 1980 - January 1984
Skills
Disaster Recovery, Unix, Windows Server, Troubleshooting, Data Center, SQL, Tidal Enterprise..., Technical Support, Security, Hardware, Networking, Software Documentation, Solaris, Servers, Network Administration, Microsoft Exchange, SDLC
Education
Blue Hills Regional Technical School 1978 — 1980
Associate's degree, Computer Science
Massasoit Community College 1978 — 1980
•Associate Degree, •Associate Degree in Computer Programming and Computer Science.
Liberty Mutual Investments September 2014 - Present
Wells Fargo October 2006 - Present
Liberty Mutual Insurance 2014 - 2015
MultiPlan 2008 - 2013
Staples January 2004 - October 2006
Fidelity Investments 1996 - 2003
D & B SOFTWARE COMPANY March 1995 - December 1996
CENTRAL VERMONT PUBLIC SERVICE COMPANY October 1991 - March 1995
CHILD WORLD INC. January 1984 - October 1991
BOSTON MUTUAL LIFE INSURANCE COMPANY April 1980 - January 1984
Skills
Disaster Recovery, Unix, Windows Server, Troubleshooting, Data Center, SQL, Tidal Enterprise..., Technical Support, Security, Hardware, Networking, Software Documentation, Solaris, Servers, Network Administration, Microsoft Exchange, SDLC
Education
Blue Hills Regional Technical School 1978 — 1980
Associate's degree, Computer Science
Massasoit Community College 1978 — 1980
•Associate Degree, •Associate Degree in Computer Programming and Computer Science.
Brian Essman's Fidelity Investments Experience 1993 - 1996
Job CLevel officer Software as a Service to financial services, content management and multichannel publishing industries
Industry Information Technology and Services
Experience
Havas Worldwide - Data Communique 1997 - 2014
Fidelity Investments 1993 - 1996
PwC 1981 - 1993
Skills
Finance, Strategy, Corporate Strategy..., SaaS, Leadership, Tactical Planning, Brand Management, Change Management, Budgetary..., Financial Modeling, Mergers & Acquisitions, Sales Management, Key Client Relationships, Strategic Technology..., Corporate Governance, Risk Management, Management, Marketing Strategy, Product Management, Workforce Management, Regulatory Affairs, Board Relations, Investor Relations, Business Analysis, Financial Services, Business Strategy, New Business Development, Business Development, Strategic Planning, Financial Analysis, Financial Reporting, Financial Planning, Budgets
Education
Boston College 1978 — 1981
Bachelor of Science (BS), Accounting, Graduated with High Honors
Massachusetts College of Pharmacy and Health Sciences 1977 — 1979
Pre-Medicine/Pre-Medical Studies, Transferred to Boston College
Havas Worldwide - Data Communique 1997 - 2014
Fidelity Investments 1993 - 1996
PwC 1981 - 1993
Skills
Finance, Strategy, Corporate Strategy..., SaaS, Leadership, Tactical Planning, Brand Management, Change Management, Budgetary..., Financial Modeling, Mergers & Acquisitions, Sales Management, Key Client Relationships, Strategic Technology..., Corporate Governance, Risk Management, Management, Marketing Strategy, Product Management, Workforce Management, Regulatory Affairs, Board Relations, Investor Relations, Business Analysis, Financial Services, Business Strategy, New Business Development, Business Development, Strategic Planning, Financial Analysis, Financial Reporting, Financial Planning, Budgets
Education
Boston College 1978 — 1981
Bachelor of Science (BS), Accounting, Graduated with High Honors
Massachusetts College of Pharmacy and Health Sciences 1977 — 1979
Pre-Medicine/Pre-Medical Studies, Transferred to Boston College
Lindsey Hammond- BA, CIM® Lindsey Hammond- BA, CIM®'s Fidelity Investments Experience October 2006 - January 2008
Job Sales Associate at PIMCO
Industry Investment Management
Experience
PIMCO February 2013 - Present
TD Asset Management January 2009 - February 2013
Fidelity Investments October 2006 - January 2008
Fidelity Investments July 2006 - October 2007
Cornelious Pools May 2006 - July 2006
Scott-Moncrieff October 2005 - April 2006
Enhanced Marketing Solutions Co May 2004 - August 2005
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Financial Services, Portfolio Management, Financial Modeling, Investments, Asset Managment, Strategic Planning, Estate Planning, Mutual Funds, Risk Management, Business Planning, Banking, Wealth Management, Business Strategy, Asset Allocation, Equities, Insurance, Business Development, CRM, Financial Advisory, Relationship Management, Strategy
Education
CSI
Portfolio Management Techniques (PMT)
CSI
Investment Management Techniques (IMT)
CSI 2013 — 2013
Canadian Securities Course (CSC)
The Humphrey Group Inc 2013 — 2015
Speaking as a Leader
Boston College 2008 — 2008
Techniques for Successful Presentations
Boston College 2008 — 2008
Influencing: How to Achieve Results
Boston College 2008 — 2008
Project Management for Everyone
IFIC 2008 — 2008
The Canadian Investment Funds Course (IFIC)
George Brown College 2007 — 2008
Fundamentals to Financial Planning, Financial Planning and Services
Dalhousie University 2001 — 2005
Double Advanced Major, Political Science and International Development Studies
PIMCO February 2013 - Present
TD Asset Management January 2009 - February 2013
Fidelity Investments October 2006 - January 2008
Fidelity Investments July 2006 - October 2007
Cornelious Pools May 2006 - July 2006
Scott-Moncrieff October 2005 - April 2006
Enhanced Marketing Solutions Co May 2004 - August 2005
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Financial Services, Portfolio Management, Financial Modeling, Investments, Asset Managment, Strategic Planning, Estate Planning, Mutual Funds, Risk Management, Business Planning, Banking, Wealth Management, Business Strategy, Asset Allocation, Equities, Insurance, Business Development, CRM, Financial Advisory, Relationship Management, Strategy
Education
CSI
Portfolio Management Techniques (PMT)
CSI
Investment Management Techniques (IMT)
CSI 2013 — 2013
Canadian Securities Course (CSC)
The Humphrey Group Inc 2013 — 2015
Speaking as a Leader
Boston College 2008 — 2008
Techniques for Successful Presentations
Boston College 2008 — 2008
Influencing: How to Achieve Results
Boston College 2008 — 2008
Project Management for Everyone
IFIC 2008 — 2008
The Canadian Investment Funds Course (IFIC)
George Brown College 2007 — 2008
Fundamentals to Financial Planning, Financial Planning and Services
Dalhousie University 2001 — 2005
Double Advanced Major, Political Science and International Development Studies
Gia Ghassemi Gia Ghassemi's Fidelity Investments Experience December 2003 - December 2005
Job Legal Counsel at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch January 2013 - Present
Blouin Dunn, LLP May 2012 - January 2013
Smockum Zarnett Percival LLP August 2010 - April 2012
Smockum Zarnett Percival LLP July 2009 - June 2010
Merrill Lynch February 2008 - June 2009
Fidelity Investments December 2003 - December 2005
Skills
Trials, Intellectual Property, Mergers & Acquisitions, Civil Litigation, Litigation, Corporate Governance, Corporate Law, Legal Advice, Legal Writing, Arbitration, Legal Research, Insurance Law, Personal Injury, Securities Regulation, Legal Assistance, Privacy Law, Bankruptcy, Employment Law, Due Diligence, Dispute Resolution, Estate Planning, Courts, Mediation, Securities, Criminal Law, Commercial Litigation
Education
Bond University 2006 — 2008
Doctor of Law (JD), Law
Northwestern University 2007 — 2007
Doctor of Law (JD), International Exchange Student
The University of Western Ontario 1998 — 2001
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch January 2013 - Present
Blouin Dunn, LLP May 2012 - January 2013
Smockum Zarnett Percival LLP August 2010 - April 2012
Smockum Zarnett Percival LLP July 2009 - June 2010
Merrill Lynch February 2008 - June 2009
Fidelity Investments December 2003 - December 2005
Skills
Trials, Intellectual Property, Mergers & Acquisitions, Civil Litigation, Litigation, Corporate Governance, Corporate Law, Legal Advice, Legal Writing, Arbitration, Legal Research, Insurance Law, Personal Injury, Securities Regulation, Legal Assistance, Privacy Law, Bankruptcy, Employment Law, Due Diligence, Dispute Resolution, Estate Planning, Courts, Mediation, Securities, Criminal Law, Commercial Litigation
Education
Bond University 2006 — 2008
Doctor of Law (JD), Law
Northwestern University 2007 — 2007
Doctor of Law (JD), International Exchange Student
The University of Western Ontario 1998 — 2001
Bachelor of Arts (B.A.), Economics
Daniel Chadwick Daniel Chadwick's Fidelity Investments Experience July 2013 - Present
Job Senior Director at Fidelity Real Estate Company
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Harvard University July 2012 - June 2013
Steven T. Hill Stroke Foundation 2009 - 2013
CSL Consulting February 2007 - December 2011
Jones Lang LaSalle October 2005 - February 2007
William A. Berry & Son, Inc. October 2003 - October 2005
Graham Gund Architects August 1996 - October 2003
Skills
Construction Management, Real Estate Development, Construction, Renovation, Real Estate, Master Planning, Architectural Design, Data Center, Hazardous Waste..., Owner's Representation, International Project..., Project Management, Comprehensive Planning, Project Planning, Value Engineering, Sustainability, Sustainable Design, Architecture, Green Building, BIM, Design Research, Project Estimation, Contract Management, Space planning, Historic Preservation, Contract Negotiation, Commercial Real Estate, Pre-construction, Project Bidding, Design Management, Budgets, Cost Management, Procurement, Architectures
Education
Wentworth Institute of Technology 2000 — 2003
Construction Management
Boston Architectural College 1996 — 2000
Architecture
Fidelity Investments July 2013 - Present
Harvard University July 2012 - June 2013
Steven T. Hill Stroke Foundation 2009 - 2013
CSL Consulting February 2007 - December 2011
Jones Lang LaSalle October 2005 - February 2007
William A. Berry & Son, Inc. October 2003 - October 2005
Graham Gund Architects August 1996 - October 2003
Skills
Construction Management, Real Estate Development, Construction, Renovation, Real Estate, Master Planning, Architectural Design, Data Center, Hazardous Waste..., Owner's Representation, International Project..., Project Management, Comprehensive Planning, Project Planning, Value Engineering, Sustainability, Sustainable Design, Architecture, Green Building, BIM, Design Research, Project Estimation, Contract Management, Space planning, Historic Preservation, Contract Negotiation, Commercial Real Estate, Pre-construction, Project Bidding, Design Management, Budgets, Cost Management, Procurement, Architectures
Education
Wentworth Institute of Technology 2000 — 2003
Construction Management
Boston Architectural College 1996 — 2000
Architecture
Amanda Nadeau Amanda Nadeau's Fidelity Investments Experience August 2006 - November 2010
Job Account Manager at Predictive Service
Industry Facilities Services
Experience
Predictive Service October 2013 - Present
That's My Ticket July 2012 - October 2013
RTUI May 2012 - August 2013
Fidelity Investments August 2006 - November 2010
V.I.P Connections May 2002 - December 2009
Skills
Customer Service, Logistics, Document Administration, Dispatch, Process Improvement, Microsoft Office, Microsoft Excel, Purchasing, Sales Management, Strategic Planning
Education
QCC 2002 — 2004
Associates Degree, Business
Blackstone Valley Vocational Regional School District 1997 — 2001
CNA, Health Services
Predictive Service October 2013 - Present
That's My Ticket July 2012 - October 2013
RTUI May 2012 - August 2013
Fidelity Investments August 2006 - November 2010
V.I.P Connections May 2002 - December 2009
Skills
Customer Service, Logistics, Document Administration, Dispatch, Process Improvement, Microsoft Office, Microsoft Excel, Purchasing, Sales Management, Strategic Planning
Education
QCC 2002 — 2004
Associates Degree, Business
Blackstone Valley Vocational Regional School District 1997 — 2001
CNA, Health Services
Jacqueline Olney Jacqueline Olney's Fidelity Investments Experience May 2014 - Present
Job Program Coordinator at Fidelity Investments
Industry Hospitality
Experience
Fidelity Investments May 2014 - Present
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science
Bond University 2008 — 2008
Scituate High School 2001 — 2005
Fidelity Investments May 2014 - Present
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science
Bond University 2008 — 2008
Scituate High School 2001 — 2005
Bryan Saylor CFP®'s Fidelity Investments Experience December 2012 - September 2015
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - September 2015
Vanguard March 2004 - November 2012
Skills
Wealth Management, Series 7, CRM, Mutual Funds, Retirement Planning, Microsoft Excel, Investments, Certified Financial..., Strategic Planning, Series 63
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Fidelity Investments December 2012 - September 2015
Vanguard March 2004 - November 2012
Skills
Wealth Management, Series 7, CRM, Mutual Funds, Retirement Planning, Microsoft Excel, Investments, Certified Financial..., Strategic Planning, Series 63
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Todd Strunk, CFP® Todd Strunk, CFP®'s Fidelity Investments Experience January 2006 - April 2012
Job Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - April 2012
Vanguard June 2000 - December 2005
Education
Bloomsburg University of Pennsylvania
Fidelity Investments January 2006 - April 2012
Vanguard June 2000 - December 2005
Education
Bloomsburg University of Pennsylvania
Balakrishna Lavu Balakrishna Lavu's Fidelity Investments Experience June 2006 - October 2007
Job Oracle WMS Consultant at Pella Corporation
Industry Information Technology and Services
Experience
Pella Corporation June 2015 - Present
C&S Wholesale Grocers February 2015 - June 2015
Tech Mahindra (formerly Mahindra Satyam) May 2014 - December 2014
Oracle December 2011 - May 2014
ADP March 2010 - December 2011
Fidelity Investments June 2006 - October 2007
Skills
PL/SQL, Oracle E-Business Suite, Oracle, Requirements Analysis, SDLC, SQL, Core Java, Java, Unix, XML, Software Project..., Eclipse, Oracle Applications, JavaScript, Java Enterprise Edition, SOA, Unix Shell Scripting, Solution Architecture, Testing, Shell Scripting, Requirements Gathering, Software Development, XML Publisher
Education
Blekinge tekniska högskola / Blekinge Institute of Technology 2008 — 2010
Master's degree, Signal Processing
Gokaraju Rangaraju Institute of Technology 2002 — 2006
Bachelor's degree, Electronics and Communication Engineering
SPS
Pella Corporation June 2015 - Present
C&S Wholesale Grocers February 2015 - June 2015
Tech Mahindra (formerly Mahindra Satyam) May 2014 - December 2014
Oracle December 2011 - May 2014
ADP March 2010 - December 2011
Fidelity Investments June 2006 - October 2007
Skills
PL/SQL, Oracle E-Business Suite, Oracle, Requirements Analysis, SDLC, SQL, Core Java, Java, Unix, XML, Software Project..., Eclipse, Oracle Applications, JavaScript, Java Enterprise Edition, SOA, Unix Shell Scripting, Solution Architecture, Testing, Shell Scripting, Requirements Gathering, Software Development, XML Publisher
Education
Blekinge tekniska högskola / Blekinge Institute of Technology 2008 — 2010
Master's degree, Signal Processing
Gokaraju Rangaraju Institute of Technology 2002 — 2006
Bachelor's degree, Electronics and Communication Engineering
SPS
Melissa Chadwick Melissa Chadwick's Fidelity Investments Experience March 2007 - January 2010
Job Natural Resources Specialist at Texas Parks and Wildlife Department
Industry Government Administration
Experience
Texas Parks and Wildlife Department March 2015 - Present
Texas Parks and Wildlife Department August 2013 - February 2015
Texas Parks and Wildlife Department March 2011 - July 2013
Texas Parks and Wildlife Department January 2009 - March 2011
Fidelity Investments March 2007 - January 2010
Wild Birds Unlimited-Arlington, TX December 1999 - July 2005
Skills
Wildlife, Wildlife Management, Habitat Management, Bird Watching, Avian Ecology, Event Planning, Customer Service, Marketing, Program Management, Ecology, Press Releases, Recruiting, Newsletters, Teamwork, Public Speaking, Retail, Microsoft Office, Sales, Community Outreach, PowerPoint, Social Media, Management, Microsoft Excel, Microsoft Word, Public Relations, Volunteer Management, Event Management, Merchandising, Marketing Communications, Data Analysis, Government, Six Sigma, Policy, Leadership, Teaching, Budgets, Training, Coaching, Program Development, Research, Editing, Higher Education
Education
Texas A&M University 1993 — 1999
Bachelor of Science (B.S.), Wildlife, Fish and Wildlands Science and Management
Blinn College 1993 — 1997
Associate of Arts (AA), General Studies
Texas Parks and Wildlife Department March 2015 - Present
Texas Parks and Wildlife Department August 2013 - February 2015
Texas Parks and Wildlife Department March 2011 - July 2013
Texas Parks and Wildlife Department January 2009 - March 2011
Fidelity Investments March 2007 - January 2010
Wild Birds Unlimited-Arlington, TX December 1999 - July 2005
Skills
Wildlife, Wildlife Management, Habitat Management, Bird Watching, Avian Ecology, Event Planning, Customer Service, Marketing, Program Management, Ecology, Press Releases, Recruiting, Newsletters, Teamwork, Public Speaking, Retail, Microsoft Office, Sales, Community Outreach, PowerPoint, Social Media, Management, Microsoft Excel, Microsoft Word, Public Relations, Volunteer Management, Event Management, Merchandising, Marketing Communications, Data Analysis, Government, Six Sigma, Policy, Leadership, Teaching, Budgets, Training, Coaching, Program Development, Research, Editing, Higher Education
Education
Texas A&M University 1993 — 1999
Bachelor of Science (B.S.), Wildlife, Fish and Wildlands Science and Management
Blinn College 1993 — 1997
Associate of Arts (AA), General Studies
Kelly Hovey Doonan's Fidelity Investments Experience May 2007 - December 2008
Job Director of Operations at Aquila Technology
Industry Staffing and Recruiting
Experience
Aquila Technology Corp. October 2012 - Present
Doonan Architects January 2009 - October 2012
Fidelity Investments May 2007 - December 2008
Fidelity Investments January 2006 - April 2007
Fidelity Investments September 1999 - December 2005
Private Healthcare Systems January 1998 - June 1999
Private Healthcare Systems October 1996 - December 1997
Private Healthcare Systems January 1996 - September 1997
Private Healthcare Systems January 1994 - December 1996
Private Healthcare Systems February 1991 - December 1994
Skills
Customer Relations, Business Planning, Change Management, Healthcare, Budget Management, SDLC, Real Estate, Health Insurance, Staff Development, Re-engineering, Negotiation, Contract Negotiations, Team Building, Budgeting, Program Management, Customer Service, Problem Solving, Process Improvement, Process Engineering, Business Management, Project Planning, Account Management, Operations Management
Education
Fidelity Quality 2008 — 2008
Black Belt, Six Sigma
Boston Architectural College 2007 — 2008
Design & Construction
Project Management Institute 2007 — 2007
PMP, Project Management Professional
Boston University 2006 — 2006
Professional Development, Project Management
University of Pennsylvania - The Wharton School 1999 — 1999
Executive Education, Implementing Strategy
American Association of Health Plans 1998 — 1998
Fellowship, Executive Leadership Fellow
Dracut High School
Diploma, Advanced and College Prepartory Classes
Merrimack College
Bachelor of Science, Business Administration with concentrations in Marketing and English
Northeastern University - Graduate School of Business Administration
MBA, Business Management
Aquila Technology Corp. October 2012 - Present
Doonan Architects January 2009 - October 2012
Fidelity Investments May 2007 - December 2008
Fidelity Investments January 2006 - April 2007
Fidelity Investments September 1999 - December 2005
Private Healthcare Systems January 1998 - June 1999
Private Healthcare Systems October 1996 - December 1997
Private Healthcare Systems January 1996 - September 1997
Private Healthcare Systems January 1994 - December 1996
Private Healthcare Systems February 1991 - December 1994
Skills
Customer Relations, Business Planning, Change Management, Healthcare, Budget Management, SDLC, Real Estate, Health Insurance, Staff Development, Re-engineering, Negotiation, Contract Negotiations, Team Building, Budgeting, Program Management, Customer Service, Problem Solving, Process Improvement, Process Engineering, Business Management, Project Planning, Account Management, Operations Management
Education
Fidelity Quality 2008 — 2008
Black Belt, Six Sigma
Boston Architectural College 2007 — 2008
Design & Construction
Project Management Institute 2007 — 2007
PMP, Project Management Professional
Boston University 2006 — 2006
Professional Development, Project Management
University of Pennsylvania - The Wharton School 1999 — 1999
Executive Education, Implementing Strategy
American Association of Health Plans 1998 — 1998
Fellowship, Executive Leadership Fellow
Dracut High School
Diploma, Advanced and College Prepartory Classes
Merrimack College
Bachelor of Science, Business Administration with concentrations in Marketing and English
Northeastern University - Graduate School of Business Administration
MBA, Business Management
Denise Boyle Denise Boyle's Fidelity Investments Experience March 2009 - December 2010
Job Senior HR Business Partner at BBH
Industry Financial Services
Experience
Brown Brothers Harriman March 2011 - Present
Fidelity Investments March 2009 - December 2010
JPMorganChase June 1981 - June 2008
Skills
HR Business Partner, Employee Relations, Talent Management, Compensation, Performance Management
Education
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Administration
Brown Brothers Harriman March 2011 - Present
Fidelity Investments March 2009 - December 2010
JPMorganChase June 1981 - June 2008
Skills
HR Business Partner, Employee Relations, Talent Management, Compensation, Performance Management
Education
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Administration
Gregory Arce Gregory Arce's Fidelity Investments Experience 2004 - 2007
Job "So you can focus on your business, not your books"
Industry Financial Services
Experience
Gregory Arce Accounting & Bookkeeping Services 1997 - Present
Grace Free Presbyterian Church October 1997 - Present
Dunbarton Public Library April 2009 - March 2015
Waddell & Reed, Inc May 2008 - September 2010
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
White Mountain Cable 1998 - 2000
Global American, Inc 1996 - 1998
Skills
Series 63, Series 6, Series 65, Mutual Funds, Asset Allocation, Retirement Planning, Investment Strategies, Annuities, Wealth Management, Fixed Annuities, Retirement, Investments, Financial Services, Bonds, Strategic Financial..., Finance, Customer Service, Financial Analysis, Public Speaking, Financial Planning, Team Building, Microsoft Excel
Education
Bob Jones University 1988 — 1992
BS, Financial Management
Gregory Arce Accounting & Bookkeeping Services 1997 - Present
Grace Free Presbyterian Church October 1997 - Present
Dunbarton Public Library April 2009 - March 2015
Waddell & Reed, Inc May 2008 - September 2010
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
White Mountain Cable 1998 - 2000
Global American, Inc 1996 - 1998
Skills
Series 63, Series 6, Series 65, Mutual Funds, Asset Allocation, Retirement Planning, Investment Strategies, Annuities, Wealth Management, Fixed Annuities, Retirement, Investments, Financial Services, Bonds, Strategic Financial..., Finance, Customer Service, Financial Analysis, Public Speaking, Financial Planning, Team Building, Microsoft Excel
Education
Bob Jones University 1988 — 1992
BS, Financial Management
Bryan Jordan Bryan Jordan's Fidelity Investments Experience December 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Complete Nutrition January 2012 - June 2012
Legends Baseball January 2012 - June 2012
Black Hawk College January 2012 - June 2012
Education
Western Illinois University 2009 — 2011
Bachelor of Business, Management
Black Hawk College 2007 — 2009
Associate of Arts, Business
Fidelity Investments December 2012 - Present
Complete Nutrition January 2012 - June 2012
Legends Baseball January 2012 - June 2012
Black Hawk College January 2012 - June 2012
Education
Western Illinois University 2009 — 2011
Bachelor of Business, Management
Black Hawk College 2007 — 2009
Associate of Arts, Business
Julie Bacon's Fidelity Investments Experience June 2014 - August 2014
Job Front End Engineer Intern at Morning Consult
Industry Computer Software
Experience
Morning Consult July 2015 - August 2015
Boston College 2012 - May 2015
Fidelity Investments June 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Skills
HTML, Customer Service, Computer Science, Java, JavaScript, Critical Thinking, Troubleshooting, SQL, PHP, CSS, Microsoft Office, Problem Solving, Microsoft Excel, Matlab, XML, Web Applications, HTML 5, Windows, RESTful WebServices, Facebook, Python, HTML5, Android Development, R, LDAP, SSL, Database Administration
Education
Boston College 2011 — 2015
Computer Science
Abington High School 2007 — 2011
Morning Consult July 2015 - August 2015
Boston College 2012 - May 2015
Fidelity Investments June 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Skills
HTML, Customer Service, Computer Science, Java, JavaScript, Critical Thinking, Troubleshooting, SQL, PHP, CSS, Microsoft Office, Problem Solving, Microsoft Excel, Matlab, XML, Web Applications, HTML 5, Windows, RESTful WebServices, Facebook, Python, HTML5, Android Development, R, LDAP, SSL, Database Administration
Education
Boston College 2011 — 2015
Computer Science
Abington High School 2007 — 2011
John de Lalla John de Lalla's Fidelity Investments Experience 1984 - 2008
Job Sr. Manager Corporate Real Estate adidas Group
Industry Real Estate
Experience
adidas group May 2011 - Present
Self-employed January 2009 - May 2011
Boston Society of Architects 1986 - 2008
Fidelity Investments 1984 - 2008
Fidelity Investments 1995 - 2000
Fidelity Investments 1990 - 1995
Skills
Project Management, Management, Budgets, Team Leadership, Construction, Real Estate, Interior Design, Facilities Management, Retail, Corporate Real Estate, Residential Homes
Education
Boston Architectural College 1982 — 1986
Professional
University of California, Davis 1980 — 1985
BS
Harvard University
Certificate of Special Studies
LEED AP
Certification
Northern Essex Community College
adidas group May 2011 - Present
Self-employed January 2009 - May 2011
Boston Society of Architects 1986 - 2008
Fidelity Investments 1984 - 2008
Fidelity Investments 1995 - 2000
Fidelity Investments 1990 - 1995
Skills
Project Management, Management, Budgets, Team Leadership, Construction, Real Estate, Interior Design, Facilities Management, Retail, Corporate Real Estate, Residential Homes
Education
Boston Architectural College 1982 — 1986
Professional
University of California, Davis 1980 — 1985
BS
Harvard University
Certificate of Special Studies
LEED AP
Certification
Northern Essex Community College
Robert Easterbrook Robert Easterbrook's Fidelity Investments Experience 1994 - 1999
Job Environmental Services at CedarsSinai
Industry Hospital & Health Care
Experience
Pacific Crossroads Church May 2014 - March 2015
J. Paul Getty Museum 2004 - 2012
Borders Books 2000 - 2003
Fidelity Investments 1994 - 1999
National Investment firms 1989 - 1994
Education
Bob Jones University
Bachelor of Science (B.S.), Business Administration and Management
Disney Institute
Santa Monica College 2003 — 2005
various art and psychology classes
Pacific Crossroads Church May 2014 - March 2015
J. Paul Getty Museum 2004 - 2012
Borders Books 2000 - 2003
Fidelity Investments 1994 - 1999
National Investment firms 1989 - 1994
Education
Bob Jones University
Bachelor of Science (B.S.), Business Administration and Management
Disney Institute
Santa Monica College 2003 — 2005
various art and psychology classes
Donna Whicker Donna Whicker's Fidelity Investments Experience January 1996 - January 1997
Job NOT ENTERTAINING EMPLOYMENT INQUIRIES
Industry Information Technology and Services
Experience
BNSF Railway November 2014 - Present
Bits, Nibbles, Bytes & Words LLC January 2012 - Present
QAT Global March 2012 - August 2014
Texo Solutions, LLC March 2011 - November 2011
BCforward June 2010 - March 2011
Fiserv Output Solutions January 2002 - February 2009
Severn Trent Water January 2001 - January 2002
BMC Software, Inc January 1999 - January 2001
GlaxoSmithKline January 1997 - January 1999
Fidelity Investments January 1996 - January 1997
Skills
COBOL, JCL, CICS, DB2, Endeavor, Visio, Fileaid, VSAM, z/OS, ISPF, MVS, SDLC, SQL, IBM Utilities, IBM Mainframe, Easytrieve, QMF, Xpediter, TSO, MMIS, DFSORT, Debugging, Micro Focus COBOL, Mainframe, IMS DB/DC
Education
Saint Leo University 2003 — 2015
Bachelor of Science (BS), Computer Information Systems
Bismarck State College 2014 — 2014
Fine and Studio Arts - ceramics
University of Houston 2004 — 2005
Computer Science
Houston Community College 2001 — 2003
Computer Science
Campbell University 1994 — 1996
Computer Science
Central Piedmont Community College 1984 — 1989
A.A.S; A.A, Data Processing; Liberal Arts
Nova Southeastern University 1982 — 1983
Computer Science
University of North Carolina at Charlotte 1980 — 1982
Computer Science
BNSF Railway November 2014 - Present
Bits, Nibbles, Bytes & Words LLC January 2012 - Present
QAT Global March 2012 - August 2014
Texo Solutions, LLC March 2011 - November 2011
BCforward June 2010 - March 2011
Fiserv Output Solutions January 2002 - February 2009
Severn Trent Water January 2001 - January 2002
BMC Software, Inc January 1999 - January 2001
GlaxoSmithKline January 1997 - January 1999
Fidelity Investments January 1996 - January 1997
Skills
COBOL, JCL, CICS, DB2, Endeavor, Visio, Fileaid, VSAM, z/OS, ISPF, MVS, SDLC, SQL, IBM Utilities, IBM Mainframe, Easytrieve, QMF, Xpediter, TSO, MMIS, DFSORT, Debugging, Micro Focus COBOL, Mainframe, IMS DB/DC
Education
Saint Leo University 2003 — 2015
Bachelor of Science (BS), Computer Information Systems
Bismarck State College 2014 — 2014
Fine and Studio Arts - ceramics
University of Houston 2004 — 2005
Computer Science
Houston Community College 2001 — 2003
Computer Science
Campbell University 1994 — 1996
Computer Science
Central Piedmont Community College 1984 — 1989
A.A.S; A.A, Data Processing; Liberal Arts
Nova Southeastern University 1982 — 1983
Computer Science
University of North Carolina at Charlotte 1980 — 1982
Computer Science
Kiran Sankepally Kiran Sankepally's Fidelity Investments Experience January 2015 - Present
Job Release Manager at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments January 2015 - Present
Bank of America March 2013 - November 2014
General Motors September 2012 - March 2013
Bank of America November 2009 - September 2012
Sears Holdings, Hoffmann Estates, IL January 2009 - November 2009
Bank of America, Charlotte, NC March 2008 - September 2008
State of Indiana April 2006 - January 2008
Skills
Release Management, ClearQuest..., ClearCase Administration, Software Configuration..., Business Analysis, ClearCase, SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Unix, Unix Shell Scripting, ClearQuest, Quality Center, Testing, Weblogic, Websphere, DB2, Perl, Scrum, HP Quality Center, Oracle, SQL, Shell Scripting, Vendor Management, WebLogic
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.)
Blekinge Institute of Technology
Master of Science (M.S.), Telecommunications Engineering
Fidelity Investments January 2015 - Present
Bank of America March 2013 - November 2014
General Motors September 2012 - March 2013
Bank of America November 2009 - September 2012
Sears Holdings, Hoffmann Estates, IL January 2009 - November 2009
Bank of America, Charlotte, NC March 2008 - September 2008
State of Indiana April 2006 - January 2008
Skills
Release Management, ClearQuest..., ClearCase Administration, Software Configuration..., Business Analysis, ClearCase, SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Unix, Unix Shell Scripting, ClearQuest, Quality Center, Testing, Weblogic, Websphere, DB2, Perl, Scrum, HP Quality Center, Oracle, SQL, Shell Scripting, Vendor Management, WebLogic
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.)
Blekinge Institute of Technology
Master of Science (M.S.), Telecommunications Engineering
Lauren Paul's Fidelity Investments Experience June 2007 - March 2012
Job Technology Infrastructure Service Admin Assistant at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse January 2013 - Present
Accenture September 2012 - December 2012
Fidelity Investments June 2007 - March 2012
TIAA-CREF February 2006 - June 2007
Aelmings Human Resources Corporation October 2005 - February 2006
Major League Soccer May 2000 - July 2005
Skills
Administrative..., Visio, Microsoft Excel, Office Management, PowerPoint, Microsoft Word, Event Management, SharePoint, Team Building, Outlook, Leadership, Human Resources, Management, Recruiting, Access, Administrative...
Education
Borough of Manhattan Community College 1992 — 1995
AAS, Health Information Mangement
Mount Saint Mary College 1986 — 1991
Credit Suisse January 2013 - Present
Accenture September 2012 - December 2012
Fidelity Investments June 2007 - March 2012
TIAA-CREF February 2006 - June 2007
Aelmings Human Resources Corporation October 2005 - February 2006
Major League Soccer May 2000 - July 2005
Skills
Administrative..., Visio, Microsoft Excel, Office Management, PowerPoint, Microsoft Word, Event Management, SharePoint, Team Building, Outlook, Leadership, Human Resources, Management, Recruiting, Access, Administrative...
Education
Borough of Manhattan Community College 1992 — 1995
AAS, Health Information Mangement
Mount Saint Mary College 1986 — 1991
Craig Valois Craig Valois's Fidelity Investments Experience October 2014 - Present
Job Data Analyst at Veritude / Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
UltraBenefits, Inc - A Fallon Community Health Plan Company September 2012 - October 2014
Fidelity Investments March 2005 - October 2011
Fidelity Investments February 2000 - February 2005
PFPC August 1995 - February 2000
Skills
Business Analysis, Analysis, Data Analysis, Data Conversion, Requirements Gathering, Requirements Analysis, Documentation, Problem Solving, Process Improvement, Access, Excel, Word, Microsoft Office, Mainframe, Account Reconciliation, Accounts Receivable, Accounts Payable, Financial Reporting, Cash Flow Forecasting, Oracle Reports, Microsoft Excel, Software Documentation, Microsoft Word, Team Leadership, User Acceptance Testing, Visio
Education
Nichols College 1991 — 1995
BS/BA, Accounting & Finance
Blackstone Valley Vocational Regional School District 1987 — 1991
Fidelity Investments October 2014 - Present
UltraBenefits, Inc - A Fallon Community Health Plan Company September 2012 - October 2014
Fidelity Investments March 2005 - October 2011
Fidelity Investments February 2000 - February 2005
PFPC August 1995 - February 2000
Skills
Business Analysis, Analysis, Data Analysis, Data Conversion, Requirements Gathering, Requirements Analysis, Documentation, Problem Solving, Process Improvement, Access, Excel, Word, Microsoft Office, Mainframe, Account Reconciliation, Accounts Receivable, Accounts Payable, Financial Reporting, Cash Flow Forecasting, Oracle Reports, Microsoft Excel, Software Documentation, Microsoft Word, Team Leadership, User Acceptance Testing, Visio
Education
Nichols College 1991 — 1995
BS/BA, Accounting & Finance
Blackstone Valley Vocational Regional School District 1987 — 1991
Drew Chamberlin Drew Chamberlin's Fidelity Investments Experience May 2012 - October 2012
Job Architectural Intern at Catalano Architects Inc.
Industry Architecture & Planning
Experience
Catalano Architects, Inc. March 2014 - Present
MSH Architecture Associates May 2013 - March 2014
Fidelity Investments May 2012 - October 2012
Mercer October 2010 - May 2012
454 Life Sciences June 2009 - September 2009
Moxie Outdoor Adventure May 2008 - September 2008
Evans Construction June 2004 - August 2007
Skills
3D Modeling, AutoCAD, Architectural Design, Rhino 3D, Amphitheater Design, Rhinoceros, 3D Printing, CNC Mill, Grasshopper, Laser Cutting, Construction Drawings, 3D Studio Max, Architectural Drawings, ArchiCAD, Revit, DataCAD, Zoning and Codes, Architectural..., Project Management, Microsoft Office, Microsoft Excel, Research, Analysis, Statistics, PowerPoint, Microsoft Word, Matlab, Outlook, CNC Machine, Customer Service, Social Media, Windows, Rhino, Construction..., Shop Drawings, Project Coordination
Education
Boston Architectural College 2012 — 2015
Master of Architecture (M.Arch.), Architecture
College of the Holy Cross 2006 — 2010
Bachelor of the Arts, Math and Architectural Studies
Saint John's Preparatory School 2002 — 2006
Catalano Architects, Inc. March 2014 - Present
MSH Architecture Associates May 2013 - March 2014
Fidelity Investments May 2012 - October 2012
Mercer October 2010 - May 2012
454 Life Sciences June 2009 - September 2009
Moxie Outdoor Adventure May 2008 - September 2008
Evans Construction June 2004 - August 2007
Skills
3D Modeling, AutoCAD, Architectural Design, Rhino 3D, Amphitheater Design, Rhinoceros, 3D Printing, CNC Mill, Grasshopper, Laser Cutting, Construction Drawings, 3D Studio Max, Architectural Drawings, ArchiCAD, Revit, DataCAD, Zoning and Codes, Architectural..., Project Management, Microsoft Office, Microsoft Excel, Research, Analysis, Statistics, PowerPoint, Microsoft Word, Matlab, Outlook, CNC Machine, Customer Service, Social Media, Windows, Rhino, Construction..., Shop Drawings, Project Coordination
Education
Boston Architectural College 2012 — 2015
Master of Architecture (M.Arch.), Architecture
College of the Holy Cross 2006 — 2010
Bachelor of the Arts, Math and Architectural Studies
Saint John's Preparatory School 2002 — 2006
Brian Johnson's Fidelity Investments Experience 2006 - 2013
Job Executive Vice President, Human Resources
Industry Financial Services
Experience
Fidelity Investments 2006 - 2013
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1994 - 2000
Fidelity Investments 1992 - 1994
The Kleven Group 1989 - 1992
Education
Boston College 1979 — 1983
Bachelor of Arts (BA), History
Fidelity Investments 2006 - 2013
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1994 - 2000
Fidelity Investments 1992 - 1994
The Kleven Group 1989 - 1992
Education
Boston College 1979 — 1983
Bachelor of Arts (BA), History
Carol Meharg's Fidelity Investments Experience April 2012 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
State Street Bank 2004 - 2010
Investors Bank & Trust 1999 - 2004
Investors Bank & Trust 1996 - 1999
Investors Bank & Trust 1994 - 1996
Education
Boston College
Bachelor of Science, Management (Concentration in Finance)
Fidelity Investments April 2012 - Present
State Street Bank 2004 - 2010
Investors Bank & Trust 1999 - 2004
Investors Bank & Trust 1996 - 1999
Investors Bank & Trust 1994 - 1996
Education
Boston College
Bachelor of Science, Management (Concentration in Finance)
Chris Kilburn's Fidelity Investments Experience 2009 - Present
Job Vice President, Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2006 - 2008
Fidelity Investments January 2005 - December 2005
Fidelity Investments 2003 - 2005
Fidelity Investments 1998 - 2002
Fidelity Investments May 1995 - 1997
Sun Life Financial May 1989 - April 1995
Skills
Investments, Program Management, 401k, Call Center, Software Development, SOA, Application Architecture, PMO, Contact Centre, Global Delivery, Offshore Software..., IT Outsourcing, IT Governance, Large Scale Deployments, Large Scale Systems, Business Relationship..., Value Realization
Education
Boston College 1985 — 1989
Bachelor of Science (BS), Computer Science & Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1989
Bachelor of Science, Computer Science & Marketing
Fidelity Investments 2009 - Present
Fidelity Investments 2006 - 2008
Fidelity Investments January 2005 - December 2005
Fidelity Investments 2003 - 2005
Fidelity Investments 1998 - 2002
Fidelity Investments May 1995 - 1997
Sun Life Financial May 1989 - April 1995
Skills
Investments, Program Management, 401k, Call Center, Software Development, SOA, Application Architecture, PMO, Contact Centre, Global Delivery, Offshore Software..., IT Outsourcing, IT Governance, Large Scale Deployments, Large Scale Systems, Business Relationship..., Value Realization
Education
Boston College 1985 — 1989
Bachelor of Science (BS), Computer Science & Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1989
Bachelor of Science, Computer Science & Marketing
Deborah Mather Deborah Mather's Fidelity Investments Experience 1997 - 2001
Job Retirement Benefits Admin. Manager at AmeriBen/IEC Group
Industry Human Resources
Experience
AmeriBen/IEC Group March 2009 - May 2014
Great West Retirement Services January 2007 - April 2007
US Bank 2001 - 2007
Fidelity Investments 1997 - 2001
Skills
Employee Benefits, Selling, ERISA, Business Analysis, Financial Services, Relationship Management, Pensions, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Health Insurance, Series 6
Education
Boise State University 1979 — 1986
BA, Finance
Boise State University
Bachelor of Arts (B.A.), Finance, General
AmeriBen/IEC Group March 2009 - May 2014
Great West Retirement Services January 2007 - April 2007
US Bank 2001 - 2007
Fidelity Investments 1997 - 2001
Skills
Employee Benefits, Selling, ERISA, Business Analysis, Financial Services, Relationship Management, Pensions, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Health Insurance, Series 6
Education
Boise State University 1979 — 1986
BA, Finance
Boise State University
Bachelor of Arts (B.A.), Finance, General
Ben Sawyer's Fidelity Investments Experience May 2005 - June 2010
Job Solution Consultant ServiceNow Is Hiring!
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise Cloud Company June 2013 - Present
GreenPages Technology Solutions July 2010 - April 2013
Fidelity Investments May 2005 - June 2010
Highfields Capital 2008 - 2008
Highfields Capital 2008 - 2008
Molecular 2003 - 2005
iXL 1997 - 2001
Skills
Cloud Computing, ITIL, Virtualization, Project Management, VMware, Requirements Analysis, BMC Atrium Orchestrator, BMC BladeLogic, BMC Remedy, CA Automation Suite For..., VMware Infrastructure..., VMware vCloud Director, Automation, Process Automation, Orchestration, VTSP, VSP, Sales, VMware Infrastructure, Agile Methodologies
Education
Boston College 1992 — 1996
Bachelor of Arts and Science, Mathematics and Computer Science
ServiceNow - The Enterprise Cloud Company June 2013 - Present
GreenPages Technology Solutions July 2010 - April 2013
Fidelity Investments May 2005 - June 2010
Highfields Capital 2008 - 2008
Highfields Capital 2008 - 2008
Molecular 2003 - 2005
iXL 1997 - 2001
Skills
Cloud Computing, ITIL, Virtualization, Project Management, VMware, Requirements Analysis, BMC Atrium Orchestrator, BMC BladeLogic, BMC Remedy, CA Automation Suite For..., VMware Infrastructure..., VMware vCloud Director, Automation, Process Automation, Orchestration, VTSP, VSP, Sales, VMware Infrastructure, Agile Methodologies
Education
Boston College 1992 — 1996
Bachelor of Arts and Science, Mathematics and Computer Science
Dany Letourneau's Fidelity Investments Experience October 2012 - December 2014
Job Financial Services Executive: WC Client Experience | Continuous Improvement | Assoc Dev | Business Partner Collaboration
Industry Financial Services
Experience
Fidelity Investments October 2012 - December 2014
Fidelity Investments July 2005 - October 2012
Fidelity Investments February 2005 - July 2005
Fidelity Investments February 1999 - July 2005
Fidelity Investments April 1995 - February 1999
440 Financial Group January 1991 - April 1995
Keystone Group, Inc. September 1986 - December 1990
Skills
Financial Services, Series 7, Series 24, Series 63, Mutual Funds, Securities, Risk Management, Vendor Management, Project Management, Strategic Planning, Associate Development, Client Relationships..., Team Building, Teamwork, Operations Management, Client Services, Process Improvement, Business Analysis, Performance Metrics, Mentoring, Job Coaching, Investments, Management, Manage client..., Problem Solving, Customer Experience, Expense Management
Education
Boston College 1980 — 1984
BA, Political Science
Fidelity Investments October 2012 - December 2014
Fidelity Investments July 2005 - October 2012
Fidelity Investments February 2005 - July 2005
Fidelity Investments February 1999 - July 2005
Fidelity Investments April 1995 - February 1999
440 Financial Group January 1991 - April 1995
Keystone Group, Inc. September 1986 - December 1990
Skills
Financial Services, Series 7, Series 24, Series 63, Mutual Funds, Securities, Risk Management, Vendor Management, Project Management, Strategic Planning, Associate Development, Client Relationships..., Team Building, Teamwork, Operations Management, Client Services, Process Improvement, Business Analysis, Performance Metrics, Mentoring, Job Coaching, Investments, Management, Manage client..., Problem Solving, Customer Experience, Expense Management
Education
Boston College 1980 — 1984
BA, Political Science
Eric Anderson's Fidelity Investments Experience June 2007 - August 2007
Job Consulting Manager | MBA Candidate at Duke University
Industry Management Consulting
Experience
PwC July 2014 - Present
PwC July 2012 - June 2014
PwC August 2010 - June 2012
Naval Criminal Investigative Service January 2008 - December 2008
Fidelity Investments June 2007 - August 2007
Skills
Leadership, Strategy, Business Analysis, Business Development, Risk Management, Project Management, Global Operations, Business Coaching, Management Consulting, Crisis Management, Negotiation, Valuation, Program Management, Business Process...
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (MBA) Candidate
University of Rhode Island 2006 — 2010
Bachelor of Science, Accounting, Digital Forensics
Bond University
Study Abroad, Business Administration
PwC July 2014 - Present
PwC July 2012 - June 2014
PwC August 2010 - June 2012
Naval Criminal Investigative Service January 2008 - December 2008
Fidelity Investments June 2007 - August 2007
Skills
Leadership, Strategy, Business Analysis, Business Development, Risk Management, Project Management, Global Operations, Business Coaching, Management Consulting, Crisis Management, Negotiation, Valuation, Program Management, Business Process...
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (MBA) Candidate
University of Rhode Island 2006 — 2010
Bachelor of Science, Accounting, Digital Forensics
Bond University
Study Abroad, Business Administration
Corey Hopkins's Fidelity Investments Experience June 2014 - Present
Job Security Representative
Industry Security and Investigations
Experience
Fidelity Investments June 2014 - Present
U.S Army March 2011 - July 2014
Watch Station International June 2009 - December 2010
Skills
Military, People Skills, Time Management, Conflict Resolution, Team Leadership, MIlitary working dogs, Investigations, Security Awareness, Massachusetts First..., Physical Security, Corporate Security, Reconnaissance
Education
Blackstone Valley Vocational Regional School District 2006 — 2010
Fidelity Investments June 2014 - Present
U.S Army March 2011 - July 2014
Watch Station International June 2009 - December 2010
Skills
Military, People Skills, Time Management, Conflict Resolution, Team Leadership, MIlitary working dogs, Investigations, Security Awareness, Massachusetts First..., Physical Security, Corporate Security, Reconnaissance
Education
Blackstone Valley Vocational Regional School District 2006 — 2010
Antoine Kinch's Fidelity Investments Experience January 2013 - May 2015
Job Experienced IT Professional Desktop Systems Engineering Windows & Mac Platforms
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - May 2015
Electronic Consulting Services September 2010 - January 2013
Open Technology Group September 2009 - September 2010
Apple Inc. March 2007 - August 2009
Apple Retail January 2005 - March 2007
Apple Inc. June 2001 - June 2003
(Virage) HP Autonomy July 2000 - April 2001
SGI July 1999 - July 2000
Cambridge Technology Partners January 1998 - July 1999
Boston College January 1996 - January 1998
Skills
Mac OS X Server, QuickTime, Active Directory, Open directory, ITIL, Quicktime, Hardware, Directories, Windows 7, Mac, Leadership, Video, Virtualization, Servers, iPhone, Windows, Software Installation, TCP/IP, Final Cut Pro, iPad, XP, Technical Support, Unix, Networking, System Deployment, Testing, Troubleshooting, Windows Server, System Administration, Security, Network Administration, VMware, Operating Systems, OS X, Integration, Project Management, Quality Assurance, Computer Repair, Computer Hardware, Digital Media, DNS, Help Desk Support, Mobile Device Management, Laptops, Wireless Networking, SharePoint, Linux, Network Security, Databases, Microsoft Exchange
Education
Boston College 1995 — 1999
Bachelor of Arts, Communications; Computer Science and Multimedia
Westbury High School 1991 — 1995
Diploma
Fidelity Investments January 2013 - May 2015
Electronic Consulting Services September 2010 - January 2013
Open Technology Group September 2009 - September 2010
Apple Inc. March 2007 - August 2009
Apple Retail January 2005 - March 2007
Apple Inc. June 2001 - June 2003
(Virage) HP Autonomy July 2000 - April 2001
SGI July 1999 - July 2000
Cambridge Technology Partners January 1998 - July 1999
Boston College January 1996 - January 1998
Skills
Mac OS X Server, QuickTime, Active Directory, Open directory, ITIL, Quicktime, Hardware, Directories, Windows 7, Mac, Leadership, Video, Virtualization, Servers, iPhone, Windows, Software Installation, TCP/IP, Final Cut Pro, iPad, XP, Technical Support, Unix, Networking, System Deployment, Testing, Troubleshooting, Windows Server, System Administration, Security, Network Administration, VMware, Operating Systems, OS X, Integration, Project Management, Quality Assurance, Computer Repair, Computer Hardware, Digital Media, DNS, Help Desk Support, Mobile Device Management, Laptops, Wireless Networking, SharePoint, Linux, Network Security, Databases, Microsoft Exchange
Education
Boston College 1995 — 1999
Bachelor of Arts, Communications; Computer Science and Multimedia
Westbury High School 1991 — 1995
Diploma
Dwight Patten's Fidelity Investments Experience March 1988 - May 1994
Job Principal at Cresa
Industry Real Estate
Experience
CresaPartners April 2004 - Present
Nortel October 1996 - March 2004
Fidelity Investments March 1988 - May 1994
Skills
Corporate Real Estate, Real Estate, Construction Management, Real Estate Development, Commercial Real Estate, Location Intelligence, Facilities Management, Contract Negotiation, Real Estate Transactions, Strategic Planning, Construction, Budgets, Project Management, Project Planning, Management
Education
Boston Architectural College 1986 — 1990
B ARCH, architecture
Windham College 1975 — 1978
BFA, Acting, Theatre
CresaPartners April 2004 - Present
Nortel October 1996 - March 2004
Fidelity Investments March 1988 - May 1994
Skills
Corporate Real Estate, Real Estate, Construction Management, Real Estate Development, Commercial Real Estate, Location Intelligence, Facilities Management, Contract Negotiation, Real Estate Transactions, Strategic Planning, Construction, Budgets, Project Management, Project Planning, Management
Education
Boston Architectural College 1986 — 1990
B ARCH, architecture
Windham College 1975 — 1978
BFA, Acting, Theatre
Courtney Powers Courtney Powers's Fidelity Investments Experience 2010 - 2011
Job Sales Operations Analyst at Tyler Technologies
Industry Computer Software
Experience
Tyler Technologies 2011 - Present
Fidelity Investments 2010 - 2011
Skills
Salesforce.com, Sales Operations, CRM, Analytics, Business Analysis, Business Intelligence, Competitive Analysis, Forecasting
Education
Roanoke College 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Bond University 2007 — 2007
Catherine McAuley HS 2000 — 2005
Tyler Technologies 2011 - Present
Fidelity Investments 2010 - 2011
Skills
Salesforce.com, Sales Operations, CRM, Analytics, Business Analysis, Business Intelligence, Competitive Analysis, Forecasting
Education
Roanoke College 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Bond University 2007 — 2007
Catherine McAuley HS 2000 — 2005
Ben Chen's Fidelity Investments Experience May 2005 - August 2005
Job FrontEnd Engineer at Priceline.com
Industry Internet
Experience
Priceline.com June 2015 - Present
Prince of Darkness Studio by Beni Cheni April 2015 - Present
Priceline June 2014 - June 2015
Goldman Sachs - Technology Division May 2011 - June 2014
NYC Department of Information Technology & Telecommunications March 2009 - May 2011
Standard & Poor's December 2005 - March 2009
Fidelity Investments May 2005 - August 2005
MIT July 2002 - May 2005
Skills
React, FaceBook Flux, Gulp, SCSS, Swift, Objective-C, JavaScript, Java, AngularJS, Meteor, Bootstrap, jQuery, SASS, Backbone.js, HTML, CSS, Web Services, Web Architecture, Web Development, Web Applications, Core Java, SQL, PL/SQL, Data Warehousing, XML, AJAX, Oracle, Spring, CA Clarity, Microsoft SQL Server, Databases, Database Design, Oracle PL/SQL..., Star Schema, T-SQL, JSON, Performance Tuning, Software Design, Photography, Oracle SQL, Digital Photography, Oil Painting, Painting, Arts
Education
University of Massachusetts Boston 2001 — 2005
Bachelor of Science, Double Majors in Computer Science and Finance
Borough of Manhattan Community College 1999 — 2001
Associate Degree Credits in Computer Science study, Computer Science
Priceline.com June 2015 - Present
Prince of Darkness Studio by Beni Cheni April 2015 - Present
Priceline June 2014 - June 2015
Goldman Sachs - Technology Division May 2011 - June 2014
NYC Department of Information Technology & Telecommunications March 2009 - May 2011
Standard & Poor's December 2005 - March 2009
Fidelity Investments May 2005 - August 2005
MIT July 2002 - May 2005
Skills
React, FaceBook Flux, Gulp, SCSS, Swift, Objective-C, JavaScript, Java, AngularJS, Meteor, Bootstrap, jQuery, SASS, Backbone.js, HTML, CSS, Web Services, Web Architecture, Web Development, Web Applications, Core Java, SQL, PL/SQL, Data Warehousing, XML, AJAX, Oracle, Spring, CA Clarity, Microsoft SQL Server, Databases, Database Design, Oracle PL/SQL..., Star Schema, T-SQL, JSON, Performance Tuning, Software Design, Photography, Oracle SQL, Digital Photography, Oil Painting, Painting, Arts
Education
University of Massachusetts Boston 2001 — 2005
Bachelor of Science, Double Majors in Computer Science and Finance
Borough of Manhattan Community College 1999 — 2001
Associate Degree Credits in Computer Science study, Computer Science
Brenda Marshall's Fidelity Investments Experience January 1993 - April 1999
Job Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management February 2013 - June 2014
Wells Fargo Advisors April 1999 - August 2012
Fidelity Investments January 1993 - April 1999
Education
Bob Jones University
B.S. in Science
Salem Academy
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management February 2013 - June 2014
Wells Fargo Advisors April 1999 - August 2012
Fidelity Investments January 1993 - April 1999
Education
Bob Jones University
B.S. in Science
Salem Academy
Jonathan Verity's Fidelity Investments Experience September 2013 - Present
Job District Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments September 2011 - September 2013
HSBC Finance March 2010 - August 2011
Ricoh Canada Inc. October 2007 - July 2009
Skills
Sales, Investments, Mutual Funds, Wealth Management, Relationship Management, Investment Advisory, Asset Allocation, Securities, Investment Strategies, Financial Services, Alternative Investments, Portfolio Management, Retirement Planning, Fixed Income, Financial Analysis
Education
Bishop's University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Fidelity Investments September 2013 - Present
Fidelity Investments September 2011 - September 2013
HSBC Finance March 2010 - August 2011
Ricoh Canada Inc. October 2007 - July 2009
Skills
Sales, Investments, Mutual Funds, Wealth Management, Relationship Management, Investment Advisory, Asset Allocation, Securities, Investment Strategies, Financial Services, Alternative Investments, Portfolio Management, Retirement Planning, Fixed Income, Financial Analysis
Education
Bishop's University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Jennie Ann Blair Jennie Ann Blair's Fidelity Investments Experience March 2008 - May 2009
Job BNSF Railway
Industry Financial Services
Experience
BNSF Railway June 2014 - Present
Community Bank November 2013 - May 2014
Community Bank October 2012 - November 2013
Community Bank August 2012 - October 2012
Community Bank August 2011 - August 2012
Community Bank February 2011 - August 2011
Wells Fargo July 2009 - October 2010
Fidelity Investments March 2008 - May 2009
Skills
Banking, Customer Service, Loans, Credit
Education
Boise State University 2009 — 2011
Bachelor of Business Administration (BBA), Marketing
University of North Texas 2006 — 2009
BNSF Railway June 2014 - Present
Community Bank November 2013 - May 2014
Community Bank October 2012 - November 2013
Community Bank August 2012 - October 2012
Community Bank August 2011 - August 2012
Community Bank February 2011 - August 2011
Wells Fargo July 2009 - October 2010
Fidelity Investments March 2008 - May 2009
Skills
Banking, Customer Service, Loans, Credit
Education
Boise State University 2009 — 2011
Bachelor of Business Administration (BBA), Marketing
University of North Texas 2006 — 2009
Christopher Ortega's Fidelity Investments Experience April 2005 - November 2009
Job Director, Customer Success at Podium Data
Industry Information Technology and Services
Experience
Podium Data May 2015 - Present
Merrimack School Board April 2010 - Present
Hawkins Point Partners March 2014 - May 2015
RGI Informatics, Inc. November 2009 - June 2013
Town of Merrimack School Budget Committee 2007 - 2010
Fidelity Investments April 2005 - November 2009
Epsilon January 2002 - March 2005
deNovis July 2001 - December 2001
Tessera Enterprise Systems April 1999 - April 2001
Oxford Health Plans April 1995 - April 1999
Skills
Business Intelligence, Data Warehousing, CRM, Project Management, SDLC, Enterprise Architecture, Agile Methodologies, Business Analysis, Software Project..., Data Modeling, IT Strategy, Requirements Analysis, ETL, Vendor Management, Analytics, Program Management, Software Development, Integration, SQL, PMP, Leadership, Management, Enterprise Software, Databases
Education
Boston College 1983 — 1987
BA, Computer Science
Rippowam High School 1979 — 1983
Podium Data May 2015 - Present
Merrimack School Board April 2010 - Present
Hawkins Point Partners March 2014 - May 2015
RGI Informatics, Inc. November 2009 - June 2013
Town of Merrimack School Budget Committee 2007 - 2010
Fidelity Investments April 2005 - November 2009
Epsilon January 2002 - March 2005
deNovis July 2001 - December 2001
Tessera Enterprise Systems April 1999 - April 2001
Oxford Health Plans April 1995 - April 1999
Skills
Business Intelligence, Data Warehousing, CRM, Project Management, SDLC, Enterprise Architecture, Agile Methodologies, Business Analysis, Software Project..., Data Modeling, IT Strategy, Requirements Analysis, ETL, Vendor Management, Analytics, Program Management, Software Development, Integration, SQL, PMP, Leadership, Management, Enterprise Software, Databases
Education
Boston College 1983 — 1987
BA, Computer Science
Rippowam High School 1979 — 1983
Nathan Ham Nathan Ham's Fidelity Investments Experience August 2005 - April 2013
Job Lead Application Analyst and Developer at Great American Insurance
Industry Financial Services
Experience
Great American Insurance April 2013 - Present
Fidelity Investments August 2005 - April 2013
Fidelity Investments October 2000 - August 2005
Answers in Genesis May 1997 - August 1999
Skills
HP Exstream Dialogue, Oracle, Unix, JavaScript, Java, PL/SQL, Software Development
Education
Bob Jones University 1994 — 1998
B.S., Computer Science
Great American Insurance April 2013 - Present
Fidelity Investments August 2005 - April 2013
Fidelity Investments October 2000 - August 2005
Answers in Genesis May 1997 - August 1999
Skills
HP Exstream Dialogue, Oracle, Unix, JavaScript, Java, PL/SQL, Software Development
Education
Bob Jones University 1994 — 1998
B.S., Computer Science
Christopher Engelman Christopher Engelman's Fidelity Investments Experience November 2007 - December 2009
Job Energy Consultant at SolarCity
Industry Renewables & Environment
Experience
SolarCity December 2014 - Present
Health Network December 2009 - September 2014
Fidelity Investments November 2007 - December 2009
Skills
Sales, Customer Satisfaction, Customer Retention, Client Development, Financial Services, Series 7, Series 63, Marketing, Customer Service, New Business Development, Account Management, Sales Management
Education
University of Colorado at Denver 2002 — 2006
Bachelor of Arts (B.A.), Psychology B.A. History
Bond University 2003 — 2004
Queensland, Australia, Psychology
Providence Country Day 1994 — 1998
High School Diploma, General Studies
SolarCity December 2014 - Present
Health Network December 2009 - September 2014
Fidelity Investments November 2007 - December 2009
Skills
Sales, Customer Satisfaction, Customer Retention, Client Development, Financial Services, Series 7, Series 63, Marketing, Customer Service, New Business Development, Account Management, Sales Management
Education
University of Colorado at Denver 2002 — 2006
Bachelor of Arts (B.A.), Psychology B.A. History
Bond University 2003 — 2004
Queensland, Australia, Psychology
Providence Country Day 1994 — 1998
High School Diploma, General Studies
Meredith Sutch Meredith Sutch's Fidelity Investments Experience September 2007 - October 2010
Job Sr. Event Planner, NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC March 2012 - Present
Command Center August 2010 - March 2012
Fidelity Investments September 2007 - October 2010
Fidelity Investments July 2006 - September 2007
Fidelity Investments May 2005 - July 2006
Skills
Goal Oriented, Time Management, Relationship Development, Decision Making Skills, Event Management, Leadership, Account Management, Negotiation, Marketing, Customer Service, Strategy, Project Management, Management, Customer Retention, Marketing Communications, Budgets, Event Planning
Education
University of Rhode Island 2000 — 2004
Bachelors, Communications
Bond University 2003 — 2004
NorthStar Securities, LLC March 2012 - Present
Command Center August 2010 - March 2012
Fidelity Investments September 2007 - October 2010
Fidelity Investments July 2006 - September 2007
Fidelity Investments May 2005 - July 2006
Skills
Goal Oriented, Time Management, Relationship Development, Decision Making Skills, Event Management, Leadership, Account Management, Negotiation, Marketing, Customer Service, Strategy, Project Management, Management, Customer Retention, Marketing Communications, Budgets, Event Planning
Education
University of Rhode Island 2000 — 2004
Bachelors, Communications
Bond University 2003 — 2004
Clifford Laurent's Fidelity Investments Experience 2009 - 2013
Job Web Manager / Worksoft
Industry Information Technology and Services
Experience
Caseproof, LLC September 2014 - Present
Worksoft 2013 - 2014
Fidelity Investments 2009 - 2013
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Veritude, a Fidelity Investments Company 2001 - 2004
Skills
HTML5, CSS, JavaScript, PHP, MySQL, AJAX, Web Development, SQL, Front-end Development, jQuery, Photoshop, Ruby, Ruby on Rails, iPhone Application..., SEO, User Experience, User Interface Design, jQuery UI, HTML 5, Web Applications, Front-end, Information Architecture, Leadership, XHTML, WordPress, Content Management, Jive
Education
Boston University 2006 — 2009
MS, Computer Information Systems
Boston College 1995 — 1999
BA, Psychology
Caseproof, LLC September 2014 - Present
Worksoft 2013 - 2014
Fidelity Investments 2009 - 2013
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Veritude, a Fidelity Investments Company 2001 - 2004
Skills
HTML5, CSS, JavaScript, PHP, MySQL, AJAX, Web Development, SQL, Front-end Development, jQuery, Photoshop, Ruby, Ruby on Rails, iPhone Application..., SEO, User Experience, User Interface Design, jQuery UI, HTML 5, Web Applications, Front-end, Information Architecture, Leadership, XHTML, WordPress, Content Management, Jive
Education
Boston University 2006 — 2009
MS, Computer Information Systems
Boston College 1995 — 1999
BA, Psychology
Antonio Carangelo's Fidelity Investments Experience February 1996 - March 2008
Job Business and IT Solutions Consultant
Industry Information Technology and Services
Experience
ConnectScholar Inc June 2008 - June 2011
Fidelity Investments February 1996 - March 2008
DMR Consulting 1994 - 1996
MITRE 1988 - 1994
Skills
Business Intelligence, Data Warehousing, Master Data Management, Data Analysis, Data Management, Financial Reporting, Data Marts, Data Modeling, Databases, Consulting, Business Analysis, Analytics, IT Strategy, Project Management, Vendor Management, Requirements Analysis, SDLC, Agile Methodologies, Software Project..., Integration, Business Transformation, IT Transformation, Customer Engagement, Business Process, Enterprise Software, Program Management, SaaS
Education
Boston University
Masters
Boston College
BA
ConnectScholar Inc June 2008 - June 2011
Fidelity Investments February 1996 - March 2008
DMR Consulting 1994 - 1996
MITRE 1988 - 1994
Skills
Business Intelligence, Data Warehousing, Master Data Management, Data Analysis, Data Management, Financial Reporting, Data Marts, Data Modeling, Databases, Consulting, Business Analysis, Analytics, IT Strategy, Project Management, Vendor Management, Requirements Analysis, SDLC, Agile Methodologies, Software Project..., Integration, Business Transformation, IT Transformation, Customer Engagement, Business Process, Enterprise Software, Program Management, SaaS
Education
Boston University
Masters
Boston College
BA
Jessica Cozier Jessica Cozier's Fidelity Investments Experience 2004 - 2007
Job Business Development Manager at EMIS A Euromoney Institutional Investor Company
Industry Financial Services
Experience
New York Life & MainStay Investments April 2010 - July 2014
New York Life & MainStay Investments February 2007 - April 2010
Fidelity Investments 2004 - 2007
Skills
Mergers & Acquisitions, Series 7, Mutual Funds, Emerging Markets, Account Management, Retirement Planning, Investments, Relationship Management, Financial Analysis, Fixed Annuities, 401k, Retirement, Securities, Financial Services, Business Development, Asset Allocation, Insurance, Wealth Management, Series 65, Long Term Care Insurance, Financial Planners, 401k Rollovers, Series 24, Separately Managed..., Wealth, Investment Advisory, Financial Advisory, IRAs, Equities, Strategic Financial..., Life Insurance, Email Marketing, Partnership Marketing, Financial Planning
Education
University of Rhode Island - College of Business Administration 2001 — 2004
Bachelor's degree, Marketing
Bond University
New York Life & MainStay Investments April 2010 - July 2014
New York Life & MainStay Investments February 2007 - April 2010
Fidelity Investments 2004 - 2007
Skills
Mergers & Acquisitions, Series 7, Mutual Funds, Emerging Markets, Account Management, Retirement Planning, Investments, Relationship Management, Financial Analysis, Fixed Annuities, 401k, Retirement, Securities, Financial Services, Business Development, Asset Allocation, Insurance, Wealth Management, Series 65, Long Term Care Insurance, Financial Planners, 401k Rollovers, Series 24, Separately Managed..., Wealth, Investment Advisory, Financial Advisory, IRAs, Equities, Strategic Financial..., Life Insurance, Email Marketing, Partnership Marketing, Financial Planning
Education
University of Rhode Island - College of Business Administration 2001 — 2004
Bachelor's degree, Marketing
Bond University
Amy Rudolph Amy Rudolph's Fidelity Investments Experience March 2007 - December 2008
Job Marketing and Communication Professional
Industry Financial Services
Experience
Merrill Edge March 2010 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments November 2003 - March 2007
FleetBoston Financial January 2001 - March 2003
iMakeNews July 2000 - November 2000
Liberty Mutual June 1999 - July 2000
Hambrecht & Quist January 1994 - August 1997
Skills
Marketing Communications, Management, Digital Marketing, Marketing, Strategy, Leadership, Advertising, Account Management, Project Management, Online Marketing, Training, Team Leadership, Lead Generation, Email Marketing, Online Advertising, Direct Marketing
Education
Boston College
MBA, Marketing
University of Massachusetts, Amherst
BA, English and minor in Sociology
Merrill Edge March 2010 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments November 2003 - March 2007
FleetBoston Financial January 2001 - March 2003
iMakeNews July 2000 - November 2000
Liberty Mutual June 1999 - July 2000
Hambrecht & Quist January 1994 - August 1997
Skills
Marketing Communications, Management, Digital Marketing, Marketing, Strategy, Leadership, Advertising, Account Management, Project Management, Online Marketing, Training, Team Leadership, Lead Generation, Email Marketing, Online Advertising, Direct Marketing
Education
Boston College
MBA, Marketing
University of Massachusetts, Amherst
BA, English and minor in Sociology
Stephen Gershlak Stephen Gershlak's Fidelity Investments Experience June 2014 - Present
Job Brokerage Service Representative at Fidelitiy Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
American Cancer Society January 2012 - May 2014
Action Integrated Supply Chain Solutions September 2013 - January 2014
IDG Global Solutions May 2013 - September 2013
The Alchemy Network September 2012 - December 2012
University of Massachusetts Amherst Athletics Department January 2012 - June 2012
Nobles Day Camp January 2007 - January 2012
Skills
Analytics, Microsoft Excel, PowerPoint, Social Media
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Communications, 3.78 (Cum Lade)
Bond University
Fidelity Investments June 2014 - Present
American Cancer Society January 2012 - May 2014
Action Integrated Supply Chain Solutions September 2013 - January 2014
IDG Global Solutions May 2013 - September 2013
The Alchemy Network September 2012 - December 2012
University of Massachusetts Amherst Athletics Department January 2012 - June 2012
Nobles Day Camp January 2007 - January 2012
Skills
Analytics, Microsoft Excel, PowerPoint, Social Media
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Communications, 3.78 (Cum Lade)
Bond University
Karey Brady Karey Brady's Fidelity Investments Experience September 2010 - January 2013
Job Human Resource Consultant at BBSI
Industry Human Resources
Experience
BBSI February 2013 - Present
Fidelity Investments September 2010 - January 2013
American Express July 2005 - August 2010
Citi January 2003 - June 2005
Sears, Roebuck and Co. July 1998 - December 2002
HJ Heinz - Ore-Ida Foods, Inc. September 1986 - June 1997
Skills
Talent Management, Employee Relations, Human Resources, Employee Engagement, Performance Management, Succession Planning, Employment Law, Change Management, Temporary Placement, Personnel Management, Management, Employee Benefits, Workforce Planning, HR Consulting, HRIS, Deferred Compensation, Benefits Administration, Onboarding, HR Policies, New Hire Orientations, Talent Acquisition, Applicant Tracking..., Labor Relations, College Recruiting
Education
Boise State University 1983 — 1984
Bachelor's degree, Business Management/Psychology
Sonoma State University 1982 — 1983
Bachelor's degree, Psychology/Management
Cal Poly San Luis Obispo 1980 — 1982
Asociate of Arts, General Education
Los Gatos 1976 — 1980
H.S Diploma, General Education
BBSI February 2013 - Present
Fidelity Investments September 2010 - January 2013
American Express July 2005 - August 2010
Citi January 2003 - June 2005
Sears, Roebuck and Co. July 1998 - December 2002
HJ Heinz - Ore-Ida Foods, Inc. September 1986 - June 1997
Skills
Talent Management, Employee Relations, Human Resources, Employee Engagement, Performance Management, Succession Planning, Employment Law, Change Management, Temporary Placement, Personnel Management, Management, Employee Benefits, Workforce Planning, HR Consulting, HRIS, Deferred Compensation, Benefits Administration, Onboarding, HR Policies, New Hire Orientations, Talent Acquisition, Applicant Tracking..., Labor Relations, College Recruiting
Education
Boise State University 1983 — 1984
Bachelor's degree, Business Management/Psychology
Sonoma State University 1982 — 1983
Bachelor's degree, Psychology/Management
Cal Poly San Luis Obispo 1980 — 1982
Asociate of Arts, General Education
Los Gatos 1976 — 1980
H.S Diploma, General Education
Martin Bernal-Hafner Martin Bernal-Hafner's Fidelity Investments Experience June 2008 - August 2008
Job Lab Assistant at CrossBarn Winery by Paul Hobbs
Industry Wine and Spirits
Experience
CrossBarn Winery by Paul Hobbs January 2013 - Present
Paul Hobbs Winery August 2012 - January 2013
Hafner Vineyard January 2012 - August 2012
Viña Cobos February 2012 - May 2012
M. Chapoutier September 2011 - October 2011
Citco Fund Services January 2010 - August 2011
Boston Symphony Orchestra January 2009 - May 2009
Fidelity Investments June 2008 - August 2008
Skills
Winemaking, Microsoft Excel, Analysis, Management, Leadership, Wine, Wine Tasting, PowerPoint, Microsoft Word, Research, Social Media Marketing, Public Speaking, Investments, Microsoft Office, Event Planning, Marketing, Social Media
Education
University of California, Davis 2015 — 2016
Winemaking Certificate Program, Winemaking
Boston College 2005 — 2009
BS, Finance, Marketing
Boston Latin School 2001 — 2005
Santa Rosa Junior College
Winemaking & Vineyard related courses
CrossBarn Winery by Paul Hobbs January 2013 - Present
Paul Hobbs Winery August 2012 - January 2013
Hafner Vineyard January 2012 - August 2012
Viña Cobos February 2012 - May 2012
M. Chapoutier September 2011 - October 2011
Citco Fund Services January 2010 - August 2011
Boston Symphony Orchestra January 2009 - May 2009
Fidelity Investments June 2008 - August 2008
Skills
Winemaking, Microsoft Excel, Analysis, Management, Leadership, Wine, Wine Tasting, PowerPoint, Microsoft Word, Research, Social Media Marketing, Public Speaking, Investments, Microsoft Office, Event Planning, Marketing, Social Media
Education
University of California, Davis 2015 — 2016
Winemaking Certificate Program, Winemaking
Boston College 2005 — 2009
BS, Finance, Marketing
Boston Latin School 2001 — 2005
Santa Rosa Junior College
Winemaking & Vineyard related courses
Chris Ndikumana Chris Ndikumana's Fidelity Investments Experience July 2010 - July 2012
Job Financial Services Professional
Industry Investment Management
Experience
JPMorgan Chase July 2014 - May 2015
Real Time Resolutions, Inc. December 2013 - March 2014
JPMorgan Chase June 2013 - August 2013
The University of Texas at Dallas September 2012 - May 2013
Fidelity Investments July 2010 - July 2012
African Student Organization at Boston College April 2009 - April 2010
Center for Retirement Research at Boston College October 2006 - April 2010
General Electric Asset Management May 2009 - August 2009
UnitedHealth Group June 2008 - August 2008
Blaze Enterprise Inc. May 2007 - August 2007
Skills
Bloomberg, Financial Analysis, Strategic Financial..., Microsoft Excel, PowerPoint, Microsoft Word, Equities, Mutual Funds, Trading, Microsoft Office, Business Objects, PHP, SQL, Fixed Income, Data Analysis, Analysis
Education
The University of Texas at Dallas - School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Finance
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2013
SAS Institute UT Dallas Graduate Certificate in Business Intelligence and Data Mining
Boston College 2006 — 2010
BS, Finance, Information Systems, Economics
Amherst Regional High School
JPMorgan Chase July 2014 - May 2015
Real Time Resolutions, Inc. December 2013 - March 2014
JPMorgan Chase June 2013 - August 2013
The University of Texas at Dallas September 2012 - May 2013
Fidelity Investments July 2010 - July 2012
African Student Organization at Boston College April 2009 - April 2010
Center for Retirement Research at Boston College October 2006 - April 2010
General Electric Asset Management May 2009 - August 2009
UnitedHealth Group June 2008 - August 2008
Blaze Enterprise Inc. May 2007 - August 2007
Skills
Bloomberg, Financial Analysis, Strategic Financial..., Microsoft Excel, PowerPoint, Microsoft Word, Equities, Mutual Funds, Trading, Microsoft Office, Business Objects, PHP, SQL, Fixed Income, Data Analysis, Analysis
Education
The University of Texas at Dallas - School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Finance
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2013
SAS Institute UT Dallas Graduate Certificate in Business Intelligence and Data Mining
Boston College 2006 — 2010
BS, Finance, Information Systems, Economics
Amherst Regional High School
Kevin Prince Kevin Prince's Fidelity Investments Experience 1998 - 2001
Job Senior UX Designer at CVS Health
Industry Design
Experience
CVS Health February 2015 - July 2015
Liaison International 2014 - 2015
Cengage Learning December 2008 - January 2014
Vantage Deluxe World Travel December 2007 - November 2008
EF Education 2006 - 2008
Fidelity Investments 1998 - 2001
Skills
User Interface Design, User Experience, Flash, InDesign, User Interface, Email Marketing, Information Architecture, QuarkXPress, Adobe Creative Suite, Content Management, Dreamweaver, Graphic Design, Art Direction, Mac, Creative Direction, Illustrator, Multimedia, Publishing, CSS, Layout, User Experience Design, User-centered Design, Web Design, Interaction Design, Information Design, Wireframes, Storyboarding, Logo Design, Branding & Identity
Education
Gibbs College-Boston 1998 — 2000
Design and Visual Communications
Blue Hills Regional Technical School 1992 — 1996
Commercial and Advertising Art
CVS Health February 2015 - July 2015
Liaison International 2014 - 2015
Cengage Learning December 2008 - January 2014
Vantage Deluxe World Travel December 2007 - November 2008
EF Education 2006 - 2008
Fidelity Investments 1998 - 2001
Skills
User Interface Design, User Experience, Flash, InDesign, User Interface, Email Marketing, Information Architecture, QuarkXPress, Adobe Creative Suite, Content Management, Dreamweaver, Graphic Design, Art Direction, Mac, Creative Direction, Illustrator, Multimedia, Publishing, CSS, Layout, User Experience Design, User-centered Design, Web Design, Interaction Design, Information Design, Wireframes, Storyboarding, Logo Design, Branding & Identity
Education
Gibbs College-Boston 1998 — 2000
Design and Visual Communications
Blue Hills Regional Technical School 1992 — 1996
Commercial and Advertising Art
Chelsea Jolley Chelsea Jolley's Fidelity Investments Experience Owner/SecretarySelf-employed2010 - Present
Job Owner/Secretary
Industry Transportation/Trucking/Railroad
Experience
Fidelity Investments Owner/SecretarySelf-employed2010 - Present
Skills
Marketing, Ownership, Hiring
Education
Boise State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments Owner/SecretarySelf-employed2010 - Present
Skills
Marketing, Ownership, Hiring
Education
Boise State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Brian Giesen, CFA's Fidelity Investments Experience August 2005 - March 2007
Job
Industry Investment Management
Experience
OppenheimerFunds January 2014 - Present
OppenheimerFunds August 2011 - December 2013
AllianceBernstein April 2007 - July 2011
Fidelity Investments August 2005 - March 2007
Fidelity Investments May 2003 - July 2005
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Bloomberg, Mutual Funds, Capital Markets, Financial Modeling
Education
Brandeis International Business School 2005 — 2006
M.S., Finance
Boston College 1999 — 2003
B.S., Management Information Systems
OppenheimerFunds January 2014 - Present
OppenheimerFunds August 2011 - December 2013
AllianceBernstein April 2007 - July 2011
Fidelity Investments August 2005 - March 2007
Fidelity Investments May 2003 - July 2005
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Bloomberg, Mutual Funds, Capital Markets, Financial Modeling
Education
Brandeis International Business School 2005 — 2006
M.S., Finance
Boston College 1999 — 2003
B.S., Management Information Systems
Jacob Lindeman's Fidelity Investments Experience June 1996 - May 2011
Job Chief Operating Officer at Revon Systems LLC
Industry Information Technology and Services
Experience
Colt MarketPrizm May 2011 - May 2013
Fidelity Investments June 1996 - May 2011
Shepley Bulfunch Richardson and Abbott Architects - SBRA May 1987 - June 1996
Childs Bertman Tseckares and Casendino Architects - CBT September 1984 - May 1987
Skills
Distributed Systems, IT Strategy, Vendor Management, Data Center, Product Management, Program Management, Agile Methodologies, Project Management, Web Services, Information Graphics, 3D Modeling, Image Manipulation, Flash Animation, Digital Photography, Photoshop
Education
Boston Architectural College 1983 — 1990
Bachelor of Architecture, First Professional Degree
University of Maryland College Park 1982 — 1983
None
Walt Whitman High School 1977 — 1981
Diploma
Colt MarketPrizm May 2011 - May 2013
Fidelity Investments June 1996 - May 2011
Shepley Bulfunch Richardson and Abbott Architects - SBRA May 1987 - June 1996
Childs Bertman Tseckares and Casendino Architects - CBT September 1984 - May 1987
Skills
Distributed Systems, IT Strategy, Vendor Management, Data Center, Product Management, Program Management, Agile Methodologies, Project Management, Web Services, Information Graphics, 3D Modeling, Image Manipulation, Flash Animation, Digital Photography, Photoshop
Education
Boston Architectural College 1983 — 1990
Bachelor of Architecture, First Professional Degree
University of Maryland College Park 1982 — 1983
None
Walt Whitman High School 1977 — 1981
Diploma
Burak Sezen's Fidelity Investments Experience April 1997 - May 1998
Job CoFounder and CIO at RowdMap
Industry Information Technology and Services
Experience
RowdMap November 2011 - Present
Eliza Corporation December 2008 - October 2011
Sprigley October 2007 - December 2008
Humana Inc. January 2007 - October 2007
Health Dialog October 2001 - December 2006
PwC Consulting May 1998 - October 2001
Fidelity Investments April 1997 - May 1998
Skills
Agile Methodologies, Product Management, Business Intelligence, Analytics, Microsoft SQL Server, Business Analysis, Data Analysis, SQL, Start-ups, Agile Project Management, Management, Requirements Analysis, Product Development, XML, Data Warehousing, Visual Basic, SAS, Databases, Oracle, Entrepreneurship, Scrum, Java, Analysis, SaaS, Web Applications, Integration, Enterprise Software, Software Project..., Data Modeling, Software Development, Database Design, PL/SQL, JavaScript, E-commerce, Enterprise Architecture, Data Mining, ASP
Education
University of Southern Maine 1993 — 1996
MBA
Boğaziçi University 1988 — 1993
BS, Chemical Engineering
Deutsche Schule Istanbul 1980 — 1988
RowdMap November 2011 - Present
Eliza Corporation December 2008 - October 2011
Sprigley October 2007 - December 2008
Humana Inc. January 2007 - October 2007
Health Dialog October 2001 - December 2006
PwC Consulting May 1998 - October 2001
Fidelity Investments April 1997 - May 1998
Skills
Agile Methodologies, Product Management, Business Intelligence, Analytics, Microsoft SQL Server, Business Analysis, Data Analysis, SQL, Start-ups, Agile Project Management, Management, Requirements Analysis, Product Development, XML, Data Warehousing, Visual Basic, SAS, Databases, Oracle, Entrepreneurship, Scrum, Java, Analysis, SaaS, Web Applications, Integration, Enterprise Software, Software Project..., Data Modeling, Software Development, Database Design, PL/SQL, JavaScript, E-commerce, Enterprise Architecture, Data Mining, ASP
Education
University of Southern Maine 1993 — 1996
MBA
Boğaziçi University 1988 — 1993
BS, Chemical Engineering
Deutsche Schule Istanbul 1980 — 1988
Alicia (Fasi) Priselac (apriselac@sapient.com)'s Fidelity Investments Experience August 2004 - April 2006
Job AdAge named SapientNitro to their Best Places to Work 2014 list!
Industry Marketing and Advertising
Experience
SapientNitro August 2012 - Present
TJX July 2011 - August 2012
Korn/Ferry International October 2009 - July 2011
Pioneer Investments July 2006 - September 2009
Team Eye & Ear- Massachusetts Eye & Ear Infirmary's Boston Marathon Team January 2008 - May 2009
Fidelity Investments August 2004 - April 2006
Simmons College December 2003 - July 2004
New York Life Investment Management October 2001 - December 2003
Skills
Social Media, Qualitative Research, Vendor Management, Internet Research, Sourcing, Customer Service, Knowledge Management, Industry Research, Executive Search, Database Management, Talent Acquisition, Talent Mapping, Taxonomy Development, Cataloging, Online Research, Search Strategy, Taxonomy, Football, Talent Management, Training, Strategy, Outsourcing, Management, Leadership, Library, Library 2.0, Market Research, Interviews, Internet Recruiting, Research
Education
Simmons College 2003 — 2005
MS, Library and Information Science
Boston College 1997 — 2001
BA, Spanish
Glastonbury High School 1993 — 1997
Spanish, Russian, Latin
SapientNitro August 2012 - Present
TJX July 2011 - August 2012
Korn/Ferry International October 2009 - July 2011
Pioneer Investments July 2006 - September 2009
Team Eye & Ear- Massachusetts Eye & Ear Infirmary's Boston Marathon Team January 2008 - May 2009
Fidelity Investments August 2004 - April 2006
Simmons College December 2003 - July 2004
New York Life Investment Management October 2001 - December 2003
Skills
Social Media, Qualitative Research, Vendor Management, Internet Research, Sourcing, Customer Service, Knowledge Management, Industry Research, Executive Search, Database Management, Talent Acquisition, Talent Mapping, Taxonomy Development, Cataloging, Online Research, Search Strategy, Taxonomy, Football, Talent Management, Training, Strategy, Outsourcing, Management, Leadership, Library, Library 2.0, Market Research, Interviews, Internet Recruiting, Research
Education
Simmons College 2003 — 2005
MS, Library and Information Science
Boston College 1997 — 2001
BA, Spanish
Glastonbury High School 1993 — 1997
Spanish, Russian, Latin
Deb Walsh's Fidelity Investments Experience January 1994 - Present
Job SVP Acquisition, Communication & Insurance Technology
Industry Financial Services
Experience
Fidelity Investments January 1994 - Present
Education
Capella University 2003 — 2005
PhD, IT Management
Bryant University 1989 — 1994
MBA, Operations & Technology
Bishop's University 1973 — 1976
BSc, biology
Fidelity Investments January 1994 - Present
Education
Capella University 2003 — 2005
PhD, IT Management
Bryant University 1989 — 1994
MBA, Operations & Technology
Bishop's University 1973 — 1976
BSc, biology
David Raab's Fidelity Investments Experience April 2008 - April 2010
Job Business Analyst
Industry Financial Services
Experience
JPMorgan Chase November 2010 - Present
Fidelity Investments April 2008 - April 2010
Victory Ministries August 2005 - April 2008
Education
Bob Jones University 2003 — 2005
Bachelor of Science (BS), Business Management
JPMorgan Chase November 2010 - Present
Fidelity Investments April 2008 - April 2010
Victory Ministries August 2005 - April 2008
Education
Bob Jones University 2003 — 2005
Bachelor of Science (BS), Business Management
Ryan K. McKee, CIMA®'s Fidelity Investments Experience March 2005 - Present
Job Senior Vice President, Institutional Insurance Subaccount Sales, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments March 2005 - Present
United States Presidential Campaign January 2004 - December 2004
General Electric Lighting January 2003 - June 2003
Schering-Plough Pharmaceuticals January 2002 - June 2002
Puniello & Donohue, LLP January 2001 - June 2001
Education
Northeastern University 1999 — 2004
BSBA, Finance & Marketing, Summa Cum Laude
Bond University 2003 — 2003
Mohonasen High School 1995 — 1999
Fidelity Investments March 2005 - Present
United States Presidential Campaign January 2004 - December 2004
General Electric Lighting January 2003 - June 2003
Schering-Plough Pharmaceuticals January 2002 - June 2002
Puniello & Donohue, LLP January 2001 - June 2001
Education
Northeastern University 1999 — 2004
BSBA, Finance & Marketing, Summa Cum Laude
Bond University 2003 — 2003
Mohonasen High School 1995 — 1999
Carol Ann McAuliffe's Fidelity Investments Experience August 2005 - June 2009
Job Experienced Financial Services Executive in Operations Management and Strategic Planning. Treasurer Non Profit Boards.
Industry Financial Services
Experience
Mason Rice PTO January 2010 - Present
Project Hope January 2004 - Present
Fidelity Investments August 2005 - June 2009
Fidelity Investments September 2002 - July 2005
Fidelity Investments April 1999 - August 2002
American Liver Foundation September 2000 - April 2001
Fidelity Investments January 1997 - March 1999
Fidelity Investments January 1994 - January 1997
Fidelity Investments January 1993 - December 1993
Fidelity Investments January 1989 - January 1993
Skills
Mutual Funds, Business Analysis, Financial Services, Process Improvement, Financial Analysis, CRM, Analysis, Management, Strategic Planning
Education
Boston University
Masters, Business Administration
Boston College
Bachelor of Science, Finance
Mason Rice PTO January 2010 - Present
Project Hope January 2004 - Present
Fidelity Investments August 2005 - June 2009
Fidelity Investments September 2002 - July 2005
Fidelity Investments April 1999 - August 2002
American Liver Foundation September 2000 - April 2001
Fidelity Investments January 1997 - March 1999
Fidelity Investments January 1994 - January 1997
Fidelity Investments January 1993 - December 1993
Fidelity Investments January 1989 - January 1993
Skills
Mutual Funds, Business Analysis, Financial Services, Process Improvement, Financial Analysis, CRM, Analysis, Management, Strategic Planning
Education
Boston University
Masters, Business Administration
Boston College
Bachelor of Science, Finance
Paul Renfro's Fidelity Investments Experience March 2001 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2001 - Present
GuideStone Financial Resources January 1994 - March 2001
The Dallas Morning News September 1990 - January 1994
Education
Howard Payne University 1987 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Blinn College 1985 — 1987
AA, General Studies
Fidelity Investments March 2001 - Present
GuideStone Financial Resources January 1994 - March 2001
The Dallas Morning News September 1990 - January 1994
Education
Howard Payne University 1987 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Blinn College 1985 — 1987
AA, General Studies
Jeffrey A. Spencer, CEP's Fidelity Investments Experience April 2007 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2003
Fidelity Investments 1993 - 1999
Skills
Series 63, Equities, Project Management, FINRA, Relationship Management, Series 7, Negotiation, Financial Services, Mutual Funds, Securities, Retirement, Microsoft Excel, Investments, Wealth Management, Employee Benefits, Vendor Management, Series 6
Education
Santa Clara University 2004 — 2005
CEP, Certified Equity Professional
Bloomsburg University of Pennsylvania 1989 — 1993
BSBA, Business & Economics
Fidelity Investments April 2007 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2003
Fidelity Investments 1993 - 1999
Skills
Series 63, Equities, Project Management, FINRA, Relationship Management, Series 7, Negotiation, Financial Services, Mutual Funds, Securities, Retirement, Microsoft Excel, Investments, Wealth Management, Employee Benefits, Vendor Management, Series 6
Education
Santa Clara University 2004 — 2005
CEP, Certified Equity Professional
Bloomsburg University of Pennsylvania 1989 — 1993
BSBA, Business & Economics
Louis Cocce's Fidelity Investments Experience January 2007 - Present
Job Systems Analyst/Project Manager Consultant Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2007 - Present
LMC Associates (Adecco Franchise) January 2005 - September 2007
Fidelity Investments Merrimack, NH August 2003 - December 2004
Fidelity Investments - Defined Benefits Systems / FESCO February 2000 - August 2003
Fidelity Group Pensions International Systems/FGPI January 1995 - January 2000
Keystone Investor Resource January 1991 - January 1995
Keystone Investor Resource January 1986 - January 1995
Keystone Investor Resource January 1988 - January 1991
Keystone Investor Resource January 1986 - January 1988
Boston Financial Data Services 1982 - 1986
Education
Boston College
Boston University
MIS Courses
Harvard University
Business Courses
Northeastern University
Systems, Finance, Accounting courses
Fidelity Investments January 2007 - Present
LMC Associates (Adecco Franchise) January 2005 - September 2007
Fidelity Investments Merrimack, NH August 2003 - December 2004
Fidelity Investments - Defined Benefits Systems / FESCO February 2000 - August 2003
Fidelity Group Pensions International Systems/FGPI January 1995 - January 2000
Keystone Investor Resource January 1991 - January 1995
Keystone Investor Resource January 1986 - January 1995
Keystone Investor Resource January 1988 - January 1991
Keystone Investor Resource January 1986 - January 1988
Boston Financial Data Services 1982 - 1986
Education
Boston College
Boston University
MIS Courses
Harvard University
Business Courses
Northeastern University
Systems, Finance, Accounting courses
Dan Protasowicki's Fidelity Investments Experience May 2012 - Present
Job Enterprise Data Architect Data Warehousing, OLTP, Data Integration & Analytics
Industry Information Technology and Services
Experience
Fidelity Investments May 2012 - Present
SAS February 2011 - May 2012
Duke Energy December 2009 - February 2011
Conservation Services Group 2009 - 2009
Fidelity Investments 1994 - 2008
Skills
SDLC, Data Warehousing, Data Modeling, Enterprise Architecture, Database Design, SOA, Architecture, Databases, Integration, SQL, Data Analysis, Visio, Unix, Software Development, ETL, Deployment, PL/SQL, Requirements Analysis, Agile, Siebel, Team Building, Data Migration, Web Services, SAS, Data Management, Data Integration, Agile Methodologies, Analytics, Enterprise Software
Education
Boston College
BS
Fidelity Investments May 2012 - Present
SAS February 2011 - May 2012
Duke Energy December 2009 - February 2011
Conservation Services Group 2009 - 2009
Fidelity Investments 1994 - 2008
Skills
SDLC, Data Warehousing, Data Modeling, Enterprise Architecture, Database Design, SOA, Architecture, Databases, Integration, SQL, Data Analysis, Visio, Unix, Software Development, ETL, Deployment, PL/SQL, Requirements Analysis, Agile, Siebel, Team Building, Data Migration, Web Services, SAS, Data Management, Data Integration, Agile Methodologies, Analytics, Enterprise Software
Education
Boston College
BS
Courtney McCarthy's Fidelity Investments Experience January 2012 - April 2014
Job Quality Assurance Management (QA)
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2005 - July 2007
Skills
SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, Business Requirements, Visio, Investments, Project Management, Testing, Integration, Asset Management, Analysis, Trading Systems, Financial Services, Waterfall, Quality Center, Software Quality..., QTP, Test Management, Management, Software Project..., Quality Assurance, Agile Project Management
Education
Boston College 1997 — 2001
B.S., Operations Management, Information Systems
TIAA-CREF November 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2005 - July 2007
Skills
SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, Business Requirements, Visio, Investments, Project Management, Testing, Integration, Asset Management, Analysis, Trading Systems, Financial Services, Waterfall, Quality Center, Software Quality..., QTP, Test Management, Management, Software Project..., Quality Assurance, Agile Project Management
Education
Boston College 1997 — 2001
B.S., Operations Management, Information Systems
Chuck Badavas's Fidelity Investments Experience 1990 - 2004
Job Chief Financial Officer at True Fit Corporation
Industry Financial Services
Experience
True Fit Corporation December 2013 - Present
Currensee, Inc. - Oanda Corporation June 2009 - December 2013
Rakuten USA / LinkShare / Cause Loyalty November 2007 - June 2009
LinkShare Corporation 2007 - June 2009
Thomson Reuters 2006 - 2007
NASDAQ 2005 - 2006
Instinet Corporation 2004 - 2005
Fidelity Investments 1990 - 2004
Arthur D Little Inc 1980 - 1984
Skills
Strategic Financial..., E-commerce, Venture Capital, Investor Relations, Due Diligence, Strategic Planning, Mergers, Start-ups, Mergers & Acquisitions, Managerial Finance, Business Strategy, Finance, Strategy, Business Development, Strategic Partnerships, Business Planning, Management, Competitive Analysis, Executive Management, Portfolio Management, Leadership, Investments, Financial Services, Risk Management, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1978 — 1980
MBA, Finance
Boston College
BS, Finance
True Fit Corporation December 2013 - Present
Currensee, Inc. - Oanda Corporation June 2009 - December 2013
Rakuten USA / LinkShare / Cause Loyalty November 2007 - June 2009
LinkShare Corporation 2007 - June 2009
Thomson Reuters 2006 - 2007
NASDAQ 2005 - 2006
Instinet Corporation 2004 - 2005
Fidelity Investments 1990 - 2004
Arthur D Little Inc 1980 - 1984
Skills
Strategic Financial..., E-commerce, Venture Capital, Investor Relations, Due Diligence, Strategic Planning, Mergers, Start-ups, Mergers & Acquisitions, Managerial Finance, Business Strategy, Finance, Strategy, Business Development, Strategic Partnerships, Business Planning, Management, Competitive Analysis, Executive Management, Portfolio Management, Leadership, Investments, Financial Services, Risk Management, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1978 — 1980
MBA, Finance
Boston College
BS, Finance
Andrew Fagan's Fidelity Investments Experience 2013 - Present
Job Director at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments 2013 - Present
Fidelity Investments 2006 - 2013
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Education
Boston College
Master of Business Administration (M.B.A.)
University of Connecticut
Bachelor's Degree
Fidelity Investments 2013 - Present
Fidelity Investments 2006 - 2013
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Education
Boston College
Master of Business Administration (M.B.A.)
University of Connecticut
Bachelor's Degree
Gregory Koelsch's Fidelity Investments Experience 1994 - 2013
Job Independent Contractor at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems October 2014 - Present
Independant Consultant October 2013 - Present
Fidelity Investments 1994 - 2013
Mellon Bank 1988 - 1994
Skills
System Architecture, Project Planning, Leadership, Mainframe, Project Management, SDLC, Business Analysis, Agile Methodologies, Windows, Requirements Analysis, Software Development, Upgrades, Vendor Management, Contingency Planning, Managing Database, Performance Testing, Release Engineering, Distributed Systems, Linux, Databases, Disaster Recovery, Oracle, PMP, Requirements Gathering, Software Project...
Education
Northeastern University
Bachelor of Applied Science (BASc), Management Information Systems and Services
Blue Hills Regional Technical School
Associate of Science (AS), Computer Science
Eagle Investment Systems October 2014 - Present
Independant Consultant October 2013 - Present
Fidelity Investments 1994 - 2013
Mellon Bank 1988 - 1994
Skills
System Architecture, Project Planning, Leadership, Mainframe, Project Management, SDLC, Business Analysis, Agile Methodologies, Windows, Requirements Analysis, Software Development, Upgrades, Vendor Management, Contingency Planning, Managing Database, Performance Testing, Release Engineering, Distributed Systems, Linux, Databases, Disaster Recovery, Oracle, PMP, Requirements Gathering, Software Project...
Education
Northeastern University
Bachelor of Applied Science (BASc), Management Information Systems and Services
Blue Hills Regional Technical School
Associate of Science (AS), Computer Science
Stephen Michael Bailey's Fidelity Investments Experience 1989 - 1998
Job Producer/Fund Raising for Television and Movie Projects
Industry Entertainment
Experience
Stephen M. Bailey - Entertainment Funding, LLC May 2009 - Present
Fidelity Investments 1989 - 1998
Skills
Product Development, Private Equity, Project Management, Financial Modeling, Film Production, Film, Television, Entertainment, Product Marketing, Feature Films, Start-ups, Entrepreneurship, Comedy, Independent Film, Producing, Reality, Strategic Planning
Education
Southern Methodist University - Cox School of Business 1998 — 2004
M.B.A., Entrepreneurial Studies/Advanced Finance
University of Mary Hardin-Baylor 1983 — 1987
B.B.A., Finance/Economics
Blinn College 1980 — 1982
General Studies
Stephen M. Bailey - Entertainment Funding, LLC May 2009 - Present
Fidelity Investments 1989 - 1998
Skills
Product Development, Private Equity, Project Management, Financial Modeling, Film Production, Film, Television, Entertainment, Product Marketing, Feature Films, Start-ups, Entrepreneurship, Comedy, Independent Film, Producing, Reality, Strategic Planning
Education
Southern Methodist University - Cox School of Business 1998 — 2004
M.B.A., Entrepreneurial Studies/Advanced Finance
University of Mary Hardin-Baylor 1983 — 1987
B.B.A., Finance/Economics
Blinn College 1980 — 1982
General Studies
Christina Provancal's Fidelity Investments Experience July 2007 - December 2008
Job Product Development Leader for Aon's Active Health Exchange
Industry Management Consulting
Experience
Aon Hewitt September 2011 - Present
Aon Hewitt September 2009 - August 2011
Fidelity Investments July 2007 - December 2008
Fidelity Investments December 2004 - July 2007
Fidelity Investments May 2002 - December 2004
Fidelity Investments December 2000 - May 2002
Fidelity Investments June 1998 - December 2000
Fidelity Investments September 1995 - June 1998
Skills
Vendor Management, Leadership, Management, CRM, Employee Benefits, Strategy, Process Improvement, Strategic Planning, Outsourcing, Business Process...
Education
Boston College 1989 — 1993
BA, Political Science, Pre-Med
Aon Hewitt September 2011 - Present
Aon Hewitt September 2009 - August 2011
Fidelity Investments July 2007 - December 2008
Fidelity Investments December 2004 - July 2007
Fidelity Investments May 2002 - December 2004
Fidelity Investments December 2000 - May 2002
Fidelity Investments June 1998 - December 2000
Fidelity Investments September 1995 - June 1998
Skills
Vendor Management, Leadership, Management, CRM, Employee Benefits, Strategy, Process Improvement, Strategic Planning, Outsourcing, Business Process...
Education
Boston College 1989 — 1993
BA, Political Science, Pre-Med
Bill Dilworth's Fidelity Investments Experience December 1988 - December 2008
Job Information Technology and Services Professional at
Industry Information Technology and Services
Experience
Bill Dilworth 2009 - Present
Fidelity Investments December 1988 - December 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Education
Boston College
BS, Biology
Bill Dilworth 2009 - Present
Fidelity Investments December 1988 - December 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Education
Boston College
BS, Biology
Peter Sajko's Fidelity Investments Experience January 1998 - January 2003
Job Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
Morgan Stanley Smith Barney March 2012 - August 2012
Franklin High School January 2010 - January 2011
Lincoln Financial Group October 2005 - March 2009
Fidelity Investments January 1998 - January 2003
Skills
Leadership Development, Staff Development, Instructional Design, Coaching, Organizational..., Leadership, Learning Management, Training, Workshop Facilitation
Education
Bob Jones University 1981 — 1984
MS, Education Administration
Bob Jones University 1970 — 1974
MS, Educational Administration
Bob Jones University 1970 — 1974
BS, Education
Morgan Stanley Smith Barney March 2012 - August 2012
Franklin High School January 2010 - January 2011
Lincoln Financial Group October 2005 - March 2009
Fidelity Investments January 1998 - January 2003
Skills
Leadership Development, Staff Development, Instructional Design, Coaching, Organizational..., Leadership, Learning Management, Training, Workshop Facilitation
Education
Bob Jones University 1981 — 1984
MS, Education Administration
Bob Jones University 1970 — 1974
MS, Educational Administration
Bob Jones University 1970 — 1974
BS, Education
Anne Annunziata's Fidelity Investments Experience August 2002 - December 2009
Job Administrative / HR Professional
Industry Human Resources
Experience
Fidelity Investments August 2002 - December 2009
IBM Corp August 1994 - January 2006
IBM Corpoartion August 1978 - September 1994
Education
Boston College 1974 — 1978
BS, Business Administration
Fidelity Investments August 2002 - December 2009
IBM Corp August 1994 - January 2006
IBM Corpoartion August 1978 - September 1994
Education
Boston College 1974 — 1978
BS, Business Administration
Casim GOMEZ's Fidelity Investments Experience September 1999 - October 2006
Job Supervisor of Accounts at Essex County Council
Industry Government Administration
Experience
Essex County Council June 2010 - Present
UBS Investment Bank August 2006 - May 2009
Fidelity Investments September 1999 - October 2006
Horizon Blue Cross Blue Shield of New Jersey 1995 - 1999
Skills
Policy, Compliance, Accounting, Local Government, Customer Relations, Government Liaison, Problem Solving, Customer Service, Funding, Coaching
Education
Bloomfield College 1994 — 1995
Bachelor of Arts, Psychology
SHAKIL'S SCHOOL OF MARTIAL ARTS, NEWARK NJ
Essex County Council June 2010 - Present
UBS Investment Bank August 2006 - May 2009
Fidelity Investments September 1999 - October 2006
Horizon Blue Cross Blue Shield of New Jersey 1995 - 1999
Skills
Policy, Compliance, Accounting, Local Government, Customer Relations, Government Liaison, Problem Solving, Customer Service, Funding, Coaching
Education
Bloomfield College 1994 — 1995
Bachelor of Arts, Psychology
SHAKIL'S SCHOOL OF MARTIAL ARTS, NEWARK NJ
Valerie Hale's Fidelity Investments Experience February 1996 - August 2004
Job Client Relations Representative/National Life Group
Industry Financial Services
Experience
National Life Group October 2012 - March 2013
Penson Financial Services October 2005 - December 2011
Penson Financial Services October 2005 - December 2011
Penson Financial Services 2005 - 2011
Bank of America January 2005 - October 2005
Fidelity Investments February 1996 - August 2004
Skills
Customer Service, Accounts Payable, Accounts Receivable, Banking, Brokerage, Telephone Skills, Computer Literate
Education
Borough of Manhattan Community College
Business Management
Grover Cleveland High School
Co-operative Education student
National Life Group October 2012 - March 2013
Penson Financial Services October 2005 - December 2011
Penson Financial Services October 2005 - December 2011
Penson Financial Services 2005 - 2011
Bank of America January 2005 - October 2005
Fidelity Investments February 1996 - August 2004
Skills
Customer Service, Accounts Payable, Accounts Receivable, Banking, Brokerage, Telephone Skills, Computer Literate
Education
Borough of Manhattan Community College
Business Management
Grover Cleveland High School
Co-operative Education student
Joshua Dvorak's Fidelity Investments Experience August 2012 - Present
Job Investment Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Extend-A-Care August 2010 - February 2012
Skills
Series 7, Series 63, Team Building
Education
Texas State University-San Marcos 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Blinn College 2006 — 2008
Fidelity Investments August 2012 - Present
Extend-A-Care August 2010 - February 2012
Skills
Series 7, Series 63, Team Building
Education
Texas State University-San Marcos 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Blinn College 2006 — 2008
Cenk Demir's Fidelity Investments Experience May 2012 - Present
Job Principal Software Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Bloomberg LP June 2009 - May 2012
Rutgers University June 2008 - May 2009
Skills
Electronic Trading, TCA, Real-time Data, C, C++, STL, Q, KDB, KDB+, Java, Python, Object Oriented Design, Multithreading, Multiprocessing, Data Structures, Algorithms, Unix, Linux
Education
Rutgers University-New Brunswick 2007 — 2009
Master of Science (MS), Industrial Engineering
Boğaziçi University 2003 — 2007
Bachelor of Science (BS), Mechanical Engineering
Fidelity Investments May 2012 - Present
Bloomberg LP June 2009 - May 2012
Rutgers University June 2008 - May 2009
Skills
Electronic Trading, TCA, Real-time Data, C, C++, STL, Q, KDB, KDB+, Java, Python, Object Oriented Design, Multithreading, Multiprocessing, Data Structures, Algorithms, Unix, Linux
Education
Rutgers University-New Brunswick 2007 — 2009
Master of Science (MS), Industrial Engineering
Boğaziçi University 2003 — 2007
Bachelor of Science (BS), Mechanical Engineering
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank