Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Ellen Choi Ellen Choi's Fidelity Investments Experience July 2009 - June 2011
Job Senior Functional Analyst at Razorfish
Industry Financial Services
Experience
Razorfish May 2014 - Present
Barclays Capital July 2011 - May 2014
Fidelity Investments July 2009 - June 2011
Skills
Business Analysis, Project Management, Requirements Analysis, CRM, Requirements Gathering, Software Documentation, Business Intelligence, SQL, Microsoft Office, SharePoint, CMS
Education
Boston College 2005 — 2009
BS, Finance, Information Systems
Université Paris Sorbonne (Paris IV) 2007 — 2008
Razorfish May 2014 - Present
Barclays Capital July 2011 - May 2014
Fidelity Investments July 2009 - June 2011
Skills
Business Analysis, Project Management, Requirements Analysis, CRM, Requirements Gathering, Software Documentation, Business Intelligence, SQL, Microsoft Office, SharePoint, CMS
Education
Boston College 2005 — 2009
BS, Finance, Information Systems
Université Paris Sorbonne (Paris IV) 2007 — 2008
Dave Sicotte Dave Sicotte's Fidelity Investments Experience 1993 - 2002
Job Regional Sales Director Central Region
Industry Hospital & Health Care
Experience
HealthEquity December 2013 - Present
HealthEquity May 2011 - December 2013
Zions Bank October 2006 - May 2011
MassMutual Financial Group January 2002 - October 2006
Fidelity Investments 1993 - 2002
State Street 1989 - 1993
Education
Brigham Young University 2007 — 2009
MBA
Boston College 1982 — 1986
BA/BS, Political Science/Economics
HealthEquity December 2013 - Present
HealthEquity May 2011 - December 2013
Zions Bank October 2006 - May 2011
MassMutual Financial Group January 2002 - October 2006
Fidelity Investments 1993 - 2002
State Street 1989 - 1993
Education
Brigham Young University 2007 — 2009
MBA
Boston College 1982 — 1986
BA/BS, Political Science/Economics
Gregg Stallwood Gregg Stallwood's Fidelity Investments Experience July 1996 - March 2000
Job VP Consumer Services, Employer and Individual at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group September 2014 - Present
HSN November 2009 - August 2014
HSN March 2000 - November 2009
Fidelity Investments July 1996 - March 2000
Skills
Call Centers, Outsourcing, Customer Experience, Leadership, Training, Strategic Planning, Contract Negotiation, Customer Service, Workforce Management, Retail, Executive Management, Networking, Contact Centers, Process Improvement, E-commerce, CRM, Call Center, Sales, Operations Management, Strategy, P&L Management, Management, Vendor Management, Account Management, Analytics, Coaching, Customer Satisfaction, Performance Management, Team Building, Business Process..., Product Management, Forecasting, Team Leadership, Cross-functional Team..., Start-ups, Sales Operations, Strategic Partnerships, Customer Retention, Business Development, Lead Generation, Salesforce.com, SaaS, Telecommunications, Customer Acquisition, Multi-channel Marketing, Competitive Analysis, Selling
Education
Boston College
BA, Political Science, Economics
UnitedHealth Group September 2014 - Present
HSN November 2009 - August 2014
HSN March 2000 - November 2009
Fidelity Investments July 1996 - March 2000
Skills
Call Centers, Outsourcing, Customer Experience, Leadership, Training, Strategic Planning, Contract Negotiation, Customer Service, Workforce Management, Retail, Executive Management, Networking, Contact Centers, Process Improvement, E-commerce, CRM, Call Center, Sales, Operations Management, Strategy, P&L Management, Management, Vendor Management, Account Management, Analytics, Coaching, Customer Satisfaction, Performance Management, Team Building, Business Process..., Product Management, Forecasting, Team Leadership, Cross-functional Team..., Start-ups, Sales Operations, Strategic Partnerships, Customer Retention, Business Development, Lead Generation, Salesforce.com, SaaS, Telecommunications, Customer Acquisition, Multi-channel Marketing, Competitive Analysis, Selling
Education
Boston College
BA, Political Science, Economics
Elizabeth Millea's Fidelity Investments Experience June 1998 - June 1999
Job Sales Supervisor / Design Consultant at Jonathan Adler
Industry Retail
Experience
Jonathan Adler March 2015 - Present
Tory Burch September 2014 - March 2015
West Elm October 2013 - January 2015
Merrill Lynch November 2010 - January 2012
Barclays Capital March 2003 - October 2009
Fleet Bank September 1999 - January 2003
Fidelity Investments June 1998 - June 1999
Skills
Investments, Finance, Financial Analysis, Trading Systems, Securities, Equity Trading, Equities, Trading, Fixed Income, Series 7, Electronic Trading, Management, Financial Risk, Bloomberg, Financial Markets
Education
Boston College 1994 — 1998
BA
Hanover Park High School 1990 — 1994
Parsons School of Design
Various Courses
Jonathan Adler March 2015 - Present
Tory Burch September 2014 - March 2015
West Elm October 2013 - January 2015
Merrill Lynch November 2010 - January 2012
Barclays Capital March 2003 - October 2009
Fleet Bank September 1999 - January 2003
Fidelity Investments June 1998 - June 1999
Skills
Investments, Finance, Financial Analysis, Trading Systems, Securities, Equity Trading, Equities, Trading, Fixed Income, Series 7, Electronic Trading, Management, Financial Risk, Bloomberg, Financial Markets
Education
Boston College 1994 — 1998
BA
Hanover Park High School 1990 — 1994
Parsons School of Design
Various Courses
Deena Ghaly, CFA, CAIA's Fidelity Investments Experience July 2013 - October 2013
Job MBA Candidate, Class of 2017
Industry Financial Services
Experience
University of Chicago Booth School of Business 2015 - Present
AllianceBernstein October 2013 - June 2015
Fidelity Investments July 2013 - October 2013
Fidelity Investments November 2010 - June 2013
EBI Consulting July 2010 - November 2010
Skills
Financial Analysis, Mutual Funds, Microsoft Office, Investments, Microsoft Excel, Financial Modeling
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Mathematics
University of Chicago Booth School of Business 2015 - Present
AllianceBernstein October 2013 - June 2015
Fidelity Investments July 2013 - October 2013
Fidelity Investments November 2010 - June 2013
EBI Consulting July 2010 - November 2010
Skills
Financial Analysis, Mutual Funds, Microsoft Office, Investments, Microsoft Excel, Financial Modeling
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Mathematics
Estephen Saliba's Fidelity Investments Experience June 2015 - Present
Job Capital Markets Intern at Fidelity Investments
Industry Banking
Experience
Fidelity Investments June 2015 - Present
Boston College September 2013 - Present
Dilday and Associates operating under First Financial Equity Corporation, Member FINRA/SIPC May 2014 - August 2014
St Luke Pharmacy July 2011 - August 2014
Fountain Valley Chamber of Commerce May 2013 - August 2013
Cerritos College June 2010 - August 2010
Skills
Social Networking, Team Leadership, Time Management, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Teaching, Microsoft Word, Visual Basic, Oracle SQL Developer, iWork, Event Planning, Group Work, Public Speaking, Research
Education
Boston College 2012 — 2016
Bachelor’s Degree, Finance and Information Systems, Senior
Fidelity Investments June 2015 - Present
Boston College September 2013 - Present
Dilday and Associates operating under First Financial Equity Corporation, Member FINRA/SIPC May 2014 - August 2014
St Luke Pharmacy July 2011 - August 2014
Fountain Valley Chamber of Commerce May 2013 - August 2013
Cerritos College June 2010 - August 2010
Skills
Social Networking, Team Leadership, Time Management, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Teaching, Microsoft Word, Visual Basic, Oracle SQL Developer, iWork, Event Planning, Group Work, Public Speaking, Research
Education
Boston College 2012 — 2016
Bachelor’s Degree, Finance and Information Systems, Senior
Jack Kinchla Jack Kinchla's Fidelity Investments Experience 1990 - 1996
Job Operations Supervisor at CIS3A
Industry Information Technology and Services
Experience
CIS3A December 2008 - Present
P3I, Incorporated August 2011 - April 2014
EMW December 2007 - November 2009
SAIC December 2000 - November 2007
Bell Atlantic April 1996 - December 2000
Fidelity Investments 1990 - 1996
Bank of America March 1983 - August 1990
Skills
Project Management, Program Management, Windows Server, DoD, Security, Data Center, Integration, Troubleshooting, PMP, Network Security, IT Management, IT Service Management, System Deployment, Requirements Analysis, SharePoint, Visio, Disaster Recovery, Systems Engineering, Databases, Microsoft Exchange, Networking, System Administration, Vendor Management, Security Clearance, Process Improvement, Software Documentation
Education
Cisco Network Academy 2014 — 2015
Cisco security and network professional certifications
Network Technology Academy 2014 — 2015
ReCertify CCNA, MCSE . New Certs in VMWare and CCNP, Network and Systems Engineeering
Boston University 1995 — 1996
Certificate, Network Engineering, 3.70/4.0
University of Massachusetts Boston 1982 — 1986
BS, Information Systems, 3.53/4.0
BC High School
Boston College
BA, Operations Management, 3.2/4.0
CIS3A December 2008 - Present
P3I, Incorporated August 2011 - April 2014
EMW December 2007 - November 2009
SAIC December 2000 - November 2007
Bell Atlantic April 1996 - December 2000
Fidelity Investments 1990 - 1996
Bank of America March 1983 - August 1990
Skills
Project Management, Program Management, Windows Server, DoD, Security, Data Center, Integration, Troubleshooting, PMP, Network Security, IT Management, IT Service Management, System Deployment, Requirements Analysis, SharePoint, Visio, Disaster Recovery, Systems Engineering, Databases, Microsoft Exchange, Networking, System Administration, Vendor Management, Security Clearance, Process Improvement, Software Documentation
Education
Cisco Network Academy 2014 — 2015
Cisco security and network professional certifications
Network Technology Academy 2014 — 2015
ReCertify CCNA, MCSE . New Certs in VMWare and CCNP, Network and Systems Engineeering
Boston University 1995 — 1996
Certificate, Network Engineering, 3.70/4.0
University of Massachusetts Boston 1982 — 1986
BS, Information Systems, 3.53/4.0
BC High School
Boston College
BA, Operations Management, 3.2/4.0
Eric Peguero Eric Peguero's Fidelity Investments Experience March 2005 - March 2013
Job Sr. Director, Learning & Leadership Development at The E.W. Scripps Company
Industry Financial Services
Experience
The E.W. Scripps Company April 2013 - Present
Fidelity Investments March 2005 - March 2013
Western & Southern Financial Group 2004 - 2005
US Bank 2003 - 2004
Fidelity Investments 1992 - 2002
Self-Employed 1990 - 1993
Skills
Instructional Design, Leadership Development, Coaching, Relationship Management, Talent Management, Change Management, Succession Planning, Organizational..., Performance Management, Vendor Management, Process Improvement, Leadership, Needs Analysis, Training, Management, Program Management, Employee Engagement, Six Sigma, Onboarding, Strategic Planning, Team Building
Education
University of Phoenix 2001 — 2006
Master of Arts (M.A.), Organizational Management
Boston College 1986 — 1990
BA, Theatre, English, French
The E.W. Scripps Company April 2013 - Present
Fidelity Investments March 2005 - March 2013
Western & Southern Financial Group 2004 - 2005
US Bank 2003 - 2004
Fidelity Investments 1992 - 2002
Self-Employed 1990 - 1993
Skills
Instructional Design, Leadership Development, Coaching, Relationship Management, Talent Management, Change Management, Succession Planning, Organizational..., Performance Management, Vendor Management, Process Improvement, Leadership, Needs Analysis, Training, Management, Program Management, Employee Engagement, Six Sigma, Onboarding, Strategic Planning, Team Building
Education
University of Phoenix 2001 — 2006
Master of Arts (M.A.), Organizational Management
Boston College 1986 — 1990
BA, Theatre, English, French
Drew Mullen's Fidelity Investments Experience April 2006 - March 2007
Job Sales Productivity Manager, Americas at RSA The Security Division of EMC
Industry Computer & Network Security
Experience
RSA The Security Division of EMC April 2013 - Present
SEPATON May 2007 - April 2013
SEPATON May 2008 - October 2010
SEPATON May 2007 - May 2008
Fidelity Investments April 2006 - March 2007
Fidelity Investments April 2005 - February 2006
Skills
Sales Management, Direct Sales, Inside Sales, Sales Operations, Salesforce.com, Marketing Strategy, Email Marketing, Social Media Marketing, Digital Marketing, Direct Marketing, Business Analysis, Financial Analysis, Data Analysis, Analytics, Customer Acquisition, Customer Service, Customer Focus, Business Intelligence, Business Strategy, Business Management, New Business Development, Small Business, Self Starter, Start-up Operations, Self Driven, Problem Solving, Process Improvement, Process Development, Process Management, Business Process..., CRM software, PowerPoint, Excel, Word, Outlook, Marketo, Silverpop, Siebel, Sales Process, Pricing Negotiation, Microsoft Word, Microsoft Excel, Demand Generation, Big Data, Salesforce.com..., Lead Generation, Enterprise Software, Storage, Solution Selling, Account Management
Education
Boston College 2000 — 2004
Bachelor of Arts (BA), Corporate Systems, Business Management, GPA: 3.46
Wellesley High School
High school
RSA The Security Division of EMC April 2013 - Present
SEPATON May 2007 - April 2013
SEPATON May 2008 - October 2010
SEPATON May 2007 - May 2008
Fidelity Investments April 2006 - March 2007
Fidelity Investments April 2005 - February 2006
Skills
Sales Management, Direct Sales, Inside Sales, Sales Operations, Salesforce.com, Marketing Strategy, Email Marketing, Social Media Marketing, Digital Marketing, Direct Marketing, Business Analysis, Financial Analysis, Data Analysis, Analytics, Customer Acquisition, Customer Service, Customer Focus, Business Intelligence, Business Strategy, Business Management, New Business Development, Small Business, Self Starter, Start-up Operations, Self Driven, Problem Solving, Process Improvement, Process Development, Process Management, Business Process..., CRM software, PowerPoint, Excel, Word, Outlook, Marketo, Silverpop, Siebel, Sales Process, Pricing Negotiation, Microsoft Word, Microsoft Excel, Demand Generation, Big Data, Salesforce.com..., Lead Generation, Enterprise Software, Storage, Solution Selling, Account Management
Education
Boston College 2000 — 2004
Bachelor of Arts (BA), Corporate Systems, Business Management, GPA: 3.46
Wellesley High School
High school
Connor Green's Fidelity Investments Experience June 2014 - July 2014
Job Student at Boston College
Industry Investment Banking
Experience
BNY Mellon June 2015 - Present
Fidelity Investments June 2014 - July 2014
Boston College January 2014 - June 2014
Seasons Four November 2012 - December 2012
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word
Education
Boston College 2013 — 2017
Bachelor's Degree, Carroll School of Management Concentrating in Finance and Computer Science
Boston College 2013 — 2017
Finance and Computer Science
BNY Mellon June 2015 - Present
Fidelity Investments June 2014 - July 2014
Boston College January 2014 - June 2014
Seasons Four November 2012 - December 2012
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word
Education
Boston College 2013 — 2017
Bachelor's Degree, Carroll School of Management Concentrating in Finance and Computer Science
Boston College 2013 — 2017
Finance and Computer Science
Evan Ross's Fidelity Investments Experience June 2007 - August 2007
Job I Mine Data That Allows Companies To Make Vital Decisions ◆ Researcher ◆ Finance & Analysis Professional ◆ Data Decoder
Industry Financial Services
Experience
Harry's June 2014 - August 2014
Capital Group April 2011 - June 2013
Wells Capital Management July 2008 - March 2011
Fidelity Investments June 2007 - August 2007
JPMorgan Chase May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Emerging Markets, Investments, Trading, Valuation, Capital Markets, Bloomberg, Asset Managment, Bloomberg Terminal, Financial Markets, Investment Strategies, Securities, Mutual Funds, Equity Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Boston College
Bachelor of Science (BS), Finance
Harry's June 2014 - August 2014
Capital Group April 2011 - June 2013
Wells Capital Management July 2008 - March 2011
Fidelity Investments June 2007 - August 2007
JPMorgan Chase May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Emerging Markets, Investments, Trading, Valuation, Capital Markets, Bloomberg, Asset Managment, Bloomberg Terminal, Financial Markets, Investment Strategies, Securities, Mutual Funds, Equity Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Boston College
Bachelor of Science (BS), Finance
David Caffrey David Caffrey's Fidelity Investments Experience 2003 - 2005
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
Eric Lussen Eric Lussen's Fidelity Investments Experience March 2014 - Present
Job Vice President Retirement Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments July 2011 - March 2014
Fidelity Investments September 2008 - July 2011
Fidelity Investments May 2006 - September 2008
Fidelity Investments October 2004 - April 2006
Fidelity Investments August 2002 - October 2004
Fidelity Investments September 1998 - August 2002
Skills
Series 24, Series 7, Series 63, Mutual Funds, Investments, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Alternative Investments, Retirement, Retirement Planning, Investment Advisory, Securities, Wealth Management, Asset Managment, FINRA, Equities, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Marketing & General Management
Boston University Questrom School of Business 2000 — 2001
MS, Investment Management
Boston College 1994 — 1998
BS, Accounting, MIS
Loyola Academy 1990 — 1994
Fidelity Investments March 2014 - Present
Fidelity Investments July 2011 - March 2014
Fidelity Investments September 2008 - July 2011
Fidelity Investments May 2006 - September 2008
Fidelity Investments October 2004 - April 2006
Fidelity Investments August 2002 - October 2004
Fidelity Investments September 1998 - August 2002
Skills
Series 24, Series 7, Series 63, Mutual Funds, Investments, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Alternative Investments, Retirement, Retirement Planning, Investment Advisory, Securities, Wealth Management, Asset Managment, FINRA, Equities, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Marketing & General Management
Boston University Questrom School of Business 2000 — 2001
MS, Investment Management
Boston College 1994 — 1998
BS, Accounting, MIS
Loyola Academy 1990 — 1994
Hanna Greenstein's Fidelity Investments Experience May 2015 - Present
Job Recruitment Strategies Associate at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments May 2015 - Present
Boston College January 2015 - May 2015
Modern Barre September 2014 - May 2015
Fidelity Investments June 2014 - May 2015
Boston College Admissions Center January 2012 - May 2015
Lynch School of Education Undergraduate Senate January 2011 - May 2015
Boston College January 2012 - March 2015
Hill Holliday February 2014 - May 2014
Boston College June 2013 - August 2013
GirlTech January 2012 - August 2013
Skills
Social Media, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Management, Troubleshooting, Oral & Written..., High Organizational..., Internet Explorer, Social Media Marketing, Marketing Strategy, Spanish, Microsoft Applications, Market Research, OS X, Social Networking
Education
Boston College 2011 — 2015
Applied Psychology and Human Development; Communications; Organizational Studies
Queen Mary, U. of London 2013 — 2013
Management, International Relations, Art
Noble & Greenough High School 2007 — 2011
Fidelity Investments May 2015 - Present
Boston College January 2015 - May 2015
Modern Barre September 2014 - May 2015
Fidelity Investments June 2014 - May 2015
Boston College Admissions Center January 2012 - May 2015
Lynch School of Education Undergraduate Senate January 2011 - May 2015
Boston College January 2012 - March 2015
Hill Holliday February 2014 - May 2014
Boston College June 2013 - August 2013
GirlTech January 2012 - August 2013
Skills
Social Media, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Management, Troubleshooting, Oral & Written..., High Organizational..., Internet Explorer, Social Media Marketing, Marketing Strategy, Spanish, Microsoft Applications, Market Research, OS X, Social Networking
Education
Boston College 2011 — 2015
Applied Psychology and Human Development; Communications; Organizational Studies
Queen Mary, U. of London 2013 — 2013
Management, International Relations, Art
Noble & Greenough High School 2007 — 2011
Francis Rogers Francis Rogers's Fidelity Investments Experience June 2010 - October 2010
Job Major Gifts Officer at Boston Symphony Orchestra
Industry Nonprofit Organization Management
Experience
Boston Symphony Orchestra July 2015 - Present
Campaign for Catholic Schools April 2015 - July 2015
Campaign for Catholic Schools June 2012 - April 2015
College of the Holy Cross October 2010 - June 2012
Fidelity Investments June 2010 - October 2010
Nativity Preparatory School June 2008 - June 2010
Skills
Public Speaking, Teaching, Fundraising, Research, Event Planning, PowerPoint, Microsoft Office, Editing, Non-profits, Volunteer Management, Community Outreach, Social Media, Microsoft Excel, Microsoft Word, Curriculum Design, Tutoring, Grant Writing, Leadership, Fundraisers, Outlook, Program Development, Nonprofits, Higher Education, Staff Development
Education
Boston College 2008 — 2010
Lynch School of Education, 3.75
College of the Holy Cross 2004 — 2008
BA, Music, Religious Studies
Boston Symphony Orchestra July 2015 - Present
Campaign for Catholic Schools April 2015 - July 2015
Campaign for Catholic Schools June 2012 - April 2015
College of the Holy Cross October 2010 - June 2012
Fidelity Investments June 2010 - October 2010
Nativity Preparatory School June 2008 - June 2010
Skills
Public Speaking, Teaching, Fundraising, Research, Event Planning, PowerPoint, Microsoft Office, Editing, Non-profits, Volunteer Management, Community Outreach, Social Media, Microsoft Excel, Microsoft Word, Curriculum Design, Tutoring, Grant Writing, Leadership, Fundraisers, Outlook, Program Development, Nonprofits, Higher Education, Staff Development
Education
Boston College 2008 — 2010
Lynch School of Education, 3.75
College of the Holy Cross 2004 — 2008
BA, Music, Religious Studies
Frank Modica Frank Modica's Fidelity Investments Experience July 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments January 2012 - June 2015
Fidelity Investments November 2008 - December 2011
Geller & Company October 2006 - October 2008
Time Inc. April 2004 - October 2006
MBI, Inc. July 2001 - April 2004
Skills
Financial Modeling, Essbase, Financial Analysis, Hyperion Enterprise, Strategic Financial..., Corporate Finance, Finance, Financial Reporting, Forecasting, Variance Analysis, Managerial Finance
Education
Iona College 2002 — 2004
MBA, Financial Management
Boston College 1997 — 2001
BS, Finance
Fidelity Investments July 2015 - Present
Fidelity Investments January 2012 - June 2015
Fidelity Investments November 2008 - December 2011
Geller & Company October 2006 - October 2008
Time Inc. April 2004 - October 2006
MBI, Inc. July 2001 - April 2004
Skills
Financial Modeling, Essbase, Financial Analysis, Hyperion Enterprise, Strategic Financial..., Corporate Finance, Finance, Financial Reporting, Forecasting, Variance Analysis, Managerial Finance
Education
Iona College 2002 — 2004
MBA, Financial Management
Boston College 1997 — 2001
BS, Finance
Christopher Kalich's Fidelity Investments Experience August 2014 - Present
Job Management Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Grainger May 2013 - August 2013
Veterans Affairs, Ann Arbor Healthcare System March 2013 - May 2013
Chatham Partners March 2010 - June 2012
Chatham Partners August 2009 - March 2010
Chatham Partners July 2008 - August 2009
Skills
Qualitative Research, Market Research, Segmentation, Research, SPSS, Competitive Analysis, Quantitative Research, Analysis, Inventory Analysis, Data Analysis, Analytics, Entrepreneurship, Business Process..., Process Improvement, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
Boston College 2005 — 2008
B.A., History, Psychology
Fidelity Investments August 2014 - Present
Grainger May 2013 - August 2013
Veterans Affairs, Ann Arbor Healthcare System March 2013 - May 2013
Chatham Partners March 2010 - June 2012
Chatham Partners August 2009 - March 2010
Chatham Partners July 2008 - August 2009
Skills
Qualitative Research, Market Research, Segmentation, Research, SPSS, Competitive Analysis, Quantitative Research, Analysis, Inventory Analysis, Data Analysis, Analytics, Entrepreneurship, Business Process..., Process Improvement, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
Boston College 2005 — 2008
B.A., History, Psychology
Craig Genualdo's Fidelity Investments Experience June 1998 - July 2006
Job Athletic Director at HamiltonWenham Regional High School
Industry Education Management
Experience
Hamilton-Wenham Regional High School August 2012 - Present
Trinity Catholic High School September 2011 - July 2012
Trinity Catholic High School January 2010 - July 2012
Trinity Catholic High School August 2006 - July 2012
Trinity Catholic High School August 2006 - July 2012
Trinity Catholic High School July 2006 - July 2012
Fidelity Investments June 1998 - July 2006
Maimonides School June 2003 - June 2006
St. John's Prep. August 1999 - November 2005
Maimonides School June 1998 - May 2005
Skills
Microsoft Office, Coaching, Public Speaking, Writing, Budgeting, Event Management, Mentoring, Sports, Team Building, Fundraising, Budgets
Education
Boston College 1994 — 1998
BA, Communications
St. John's Preparatory School 1990 — 1994
Hamilton-Wenham Regional High School August 2012 - Present
Trinity Catholic High School September 2011 - July 2012
Trinity Catholic High School January 2010 - July 2012
Trinity Catholic High School August 2006 - July 2012
Trinity Catholic High School August 2006 - July 2012
Trinity Catholic High School July 2006 - July 2012
Fidelity Investments June 1998 - July 2006
Maimonides School June 2003 - June 2006
St. John's Prep. August 1999 - November 2005
Maimonides School June 1998 - May 2005
Skills
Microsoft Office, Coaching, Public Speaking, Writing, Budgeting, Event Management, Mentoring, Sports, Team Building, Fundraising, Budgets
Education
Boston College 1994 — 1998
BA, Communications
St. John's Preparatory School 1990 — 1994
Christopher Kaster's Fidelity Investments Experience 2004 - 2004
Job Sr. Manager, Financial Analytics at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec January 2015 - Present
Biogen Idec September 2013 - January 2015
Fidelity Investments 2004 - 2004
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Six Sigma, Business Planning, Financial Modeling, Finance, Cash Management, Process Improvement, SAP, Analytics, Business Intelligence, CRO, Clinical Trials, Biotechnology, Microsoft Excel, Endeca, Budgets, Strategic Planning, Strategy
Education
WPI 2014 — 2018
Master of Business Administration (M.B.A.)
Boston College
Bachelor's, Economics
Biogen Idec January 2015 - Present
Biogen Idec September 2013 - January 2015
Fidelity Investments 2004 - 2004
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Six Sigma, Business Planning, Financial Modeling, Finance, Cash Management, Process Improvement, SAP, Analytics, Business Intelligence, CRO, Clinical Trials, Biotechnology, Microsoft Excel, Endeca, Budgets, Strategic Planning, Strategy
Education
WPI 2014 — 2018
Master of Business Administration (M.B.A.)
Boston College
Bachelor's, Economics
Jamie Bannister, CFA Jamie Bannister, CFA's Fidelity Investments Experience January 2005 - July 2013
Job Investment Analyst at RiverNorth Capital Management, LLC
Industry Financial Services
Experience
RiverNorth Capital Management, LLC July 2013 - Present
Fidelity Investments January 2005 - July 2013
Central Funding Unit, Fidelity Capital Markets 2003 - 2005
Fidelity Brokerage Company January 2001 - January 2003
Fidelity Brokerage Company January 2000 - January 2001
Linsco/Private Ledger May 1998 - March 2000
Skills
Equities, Fixed Income, Securities, Trading, Options, Mutual Funds, Bonds, Financial Services, Equity Trading, Financial Risk, Prime Brokerage, Business Development, Settlement, Structured Finance
Education
Boston College 2001 — 2005
MBA, Management
Colgate University 1994 — 1998
BA, Economics, Spanish
RiverNorth Capital Management, LLC July 2013 - Present
Fidelity Investments January 2005 - July 2013
Central Funding Unit, Fidelity Capital Markets 2003 - 2005
Fidelity Brokerage Company January 2001 - January 2003
Fidelity Brokerage Company January 2000 - January 2001
Linsco/Private Ledger May 1998 - March 2000
Skills
Equities, Fixed Income, Securities, Trading, Options, Mutual Funds, Bonds, Financial Services, Equity Trading, Financial Risk, Prime Brokerage, Business Development, Settlement, Structured Finance
Education
Boston College 2001 — 2005
MBA, Management
Colgate University 1994 — 1998
BA, Economics, Spanish
Chuck Molinary's Fidelity Investments Experience 1994 - 1999
Job Partner at ClearEdge Asset Management Consulting
Industry Financial Services
Experience
ClearEdge Asset Management Consulting LLC April 2010 - Present
Citisoft June 2008 - April 2010
BearingPoint September 2007 - May 2008
Charles River Development February 2002 - September 2007
Merrill Lynch 1999 - 2000
Fidelity Investments 1994 - 1999
Goldman Sachs 1992 - 1994
Accenture 1986 - 1992
Skills
Charles River IMS, Trading Systems, Fixed Income, Business Process, Equities, FX trading, Hedge Funds, Bloomberg, Financial Services, Derivatives, Wealth Management, Capital Markets, Market Risk, Credit Derivatives, Asset Managment, Market Data, Order Management, Asset Management, Investment Management, Electronic Trading, Equity Derivatives, Swaps, Portfolio Management, Trading, Financial Markets, Back Office, Investments, Options, Middle Office, Securities, FX Options
Education
Boston College 1983 — 1986
BS, Finance, Comp Sci.
Morristown HS, New Jersey 1978 — 1982
ClearEdge Asset Management Consulting LLC April 2010 - Present
Citisoft June 2008 - April 2010
BearingPoint September 2007 - May 2008
Charles River Development February 2002 - September 2007
Merrill Lynch 1999 - 2000
Fidelity Investments 1994 - 1999
Goldman Sachs 1992 - 1994
Accenture 1986 - 1992
Skills
Charles River IMS, Trading Systems, Fixed Income, Business Process, Equities, FX trading, Hedge Funds, Bloomberg, Financial Services, Derivatives, Wealth Management, Capital Markets, Market Risk, Credit Derivatives, Asset Managment, Market Data, Order Management, Asset Management, Investment Management, Electronic Trading, Equity Derivatives, Swaps, Portfolio Management, Trading, Financial Markets, Back Office, Investments, Options, Middle Office, Securities, FX Options
Education
Boston College 1983 — 1986
BS, Finance, Comp Sci.
Morristown HS, New Jersey 1978 — 1982
Gloria DuBois's Fidelity Investments Experience January 2003 - September 2005
Job Broker Associate at Innovative Real Estate
Industry Real Estate
Experience
Innovative Real Estate September 2013 - Present
DuBois Household September 2012 - June 2013
Acadian Asset Management September 2005 - August 2012
Fidelity Investments January 2003 - September 2005
Skills
Equities, Bloomberg, Mutual Funds, Investments, Hedge Funds, Investment Properties, Real Estate Transactions, Marketing, First Time Home Buyers, Real Estate
Education
Boston College 1997 — 2001
Bachelor of Science (BS), Biology, General
Innovative Real Estate September 2013 - Present
DuBois Household September 2012 - June 2013
Acadian Asset Management September 2005 - August 2012
Fidelity Investments January 2003 - September 2005
Skills
Equities, Bloomberg, Mutual Funds, Investments, Hedge Funds, Investment Properties, Real Estate Transactions, Marketing, First Time Home Buyers, Real Estate
Education
Boston College 1997 — 2001
Bachelor of Science (BS), Biology, General
Garrett Tardie's Fidelity Investments Experience April 2004 - September 2004
Job Global Head of Marketing & Communications
Industry Financial Services
Experience
Eagle Investment Systems November 2014 - Present
American Student Assistance May 2013 - June 2014
Brown Brothers Harriman July 2008 - April 2013
First Marblehead September 2004 - July 2008
Fidelity Investments April 2004 - September 2004
State Street June 1997 - September 2003
Skills
Financial Analysis &..., Strategic Planning, Business Development, Project Management, Corporate Budgeting, Marketing Strategy, Process Improvement, Product Management, Cross-functional Team..., Competitive Analysis, Market Analysis, Risk Management, Marketing Communications, CRM, Enterprise Systems...
Education
Boston College 2001 — 2005
Master of Science (MS)
Bentley University 1998 — 1998
Post Baccalaureate Certificate, Banking and Financial Services
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Arts (BA)
Eagle Investment Systems November 2014 - Present
American Student Assistance May 2013 - June 2014
Brown Brothers Harriman July 2008 - April 2013
First Marblehead September 2004 - July 2008
Fidelity Investments April 2004 - September 2004
State Street June 1997 - September 2003
Skills
Financial Analysis &..., Strategic Planning, Business Development, Project Management, Corporate Budgeting, Marketing Strategy, Process Improvement, Product Management, Cross-functional Team..., Competitive Analysis, Market Analysis, Risk Management, Marketing Communications, CRM, Enterprise Systems...
Education
Boston College 2001 — 2005
Master of Science (MS)
Bentley University 1998 — 1998
Post Baccalaureate Certificate, Banking and Financial Services
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Arts (BA)
Edmund F. Murphy III's Fidelity Investments Experience 2007 - 2008
Job President of Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
Putnam Investments January 2009 - October 2014
Fidelity Investments 2007 - 2008
Fidelity Investments July 2003 - August 2007
Fidelity Capital July 1999 - July 2003
Veritude LLC 2001 - 2003
Fidelity Investments 1991 - 1999
Merrill Lynch Investment Managers 1985 - 1991
Skills
Investments, 401k, Wealth Management, Retirement, Mutual Funds, Financial Services, Executive Management, Marketing, Series 7, Sales, Alternative Investments, Securities, Series 63, Asset Allocation, Asset Managment, P&L Management
Education
Boston College 1980 — 1984
BA, Political Science
EMPOWER Retirement September 2014 - Present
Putnam Investments January 2009 - October 2014
Fidelity Investments 2007 - 2008
Fidelity Investments July 2003 - August 2007
Fidelity Capital July 1999 - July 2003
Veritude LLC 2001 - 2003
Fidelity Investments 1991 - 1999
Merrill Lynch Investment Managers 1985 - 1991
Skills
Investments, 401k, Wealth Management, Retirement, Mutual Funds, Financial Services, Executive Management, Marketing, Series 7, Sales, Alternative Investments, Securities, Series 63, Asset Allocation, Asset Managment, P&L Management
Education
Boston College 1980 — 1984
BA, Political Science
Christopher Chersi's Fidelity Investments Experience May 2012 - August 2012
Job Business Development Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
Morgan Stanley June 2014 - August 2014
Fidelity Investments May 2012 - August 2012
Skills
Enterprise Software, Hardware, Leadership, Teamwork, Critical Thinking, Account Management, Public Speaking, Microsoft Excel, Acme Packet Product, Oracle Applications, B2B software, Social Networking, Social Media, Microsoft Word, Session Border...
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
John Cabot University 2013 — 2013
Economics, International Economics
Ridgewood High School 2007 — 2011
Oracle July 2015 - Present
Morgan Stanley June 2014 - August 2014
Fidelity Investments May 2012 - August 2012
Skills
Enterprise Software, Hardware, Leadership, Teamwork, Critical Thinking, Account Management, Public Speaking, Microsoft Excel, Acme Packet Product, Oracle Applications, B2B software, Social Networking, Social Media, Microsoft Word, Session Border...
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
John Cabot University 2013 — 2013
Economics, International Economics
Ridgewood High School 2007 — 2011
Dana Morrissey's Fidelity Investments Experience May 2015 - August 2015
Job Family Office Services Intern at Fidelity Investments
Industry
Experience
Boston College January 2015 - Present
Fidelity Investments May 2015 - August 2015
Instacart September 2014 - December 2014
Fashion Project May 2014 - August 2014
The Country Club - Chestnut Hill, MA June 2013 - November 2013
Belmont Hill School June 2010 - August 2013
Boston College Campus School March 2012 - May 2012
Skills
Social Networking, Teamwork, Facebook, Leadership, Marketing, Microsoft Word, Time Management
Education
Boston College 2012 — 2016
Bachelor's Degree, Communication Major and General Education Minor, Junior
Newton Country Day School 2005 — 2012
High School
Boston College January 2015 - Present
Fidelity Investments May 2015 - August 2015
Instacart September 2014 - December 2014
Fashion Project May 2014 - August 2014
The Country Club - Chestnut Hill, MA June 2013 - November 2013
Belmont Hill School June 2010 - August 2013
Boston College Campus School March 2012 - May 2012
Skills
Social Networking, Teamwork, Facebook, Leadership, Marketing, Microsoft Word, Time Management
Education
Boston College 2012 — 2016
Bachelor's Degree, Communication Major and General Education Minor, Junior
Newton Country Day School 2005 — 2012
High School
Cynthia Egan's Fidelity Investments Experience 1989 - 2007
Job Financial Services Executive, Corporate Director
Industry Financial Services
Experience
U.S. Department of the Treasury 2014 - 2015
T Rowe Price April 2007 - December 2012
Fidelity Investments 1989 - 2007
Fidelity Charitable Gift Fund 1998 - 2003
Skills
Investments, Retirement, Mutual Funds, Leadership, Asset Management, Asset Allocation, Program Management, Asset Managment, Alternative Investments, Corporate Director, Executive Compensation..., Mergers & Acquisitions, Succession Planning, CEO Succession, Distribution, Diversity Program...
Education
Boston College
Bachelor of Science (BS)
U.S. Department of the Treasury 2014 - 2015
T Rowe Price April 2007 - December 2012
Fidelity Investments 1989 - 2007
Fidelity Charitable Gift Fund 1998 - 2003
Skills
Investments, Retirement, Mutual Funds, Leadership, Asset Management, Asset Allocation, Program Management, Asset Managment, Alternative Investments, Corporate Director, Executive Compensation..., Mergers & Acquisitions, Succession Planning, CEO Succession, Distribution, Diversity Program...
Education
Boston College
Bachelor of Science (BS)
Frank Trager Frank Trager's Fidelity Investments Experience September 2011 - November 2011
Job Wholesale Associate
Industry Investment Management
Experience
William Blair & Company March 2013 - Present
Superfund USA, LLC December 2011 - February 2013
Fidelity Investments September 2011 - November 2011
Fidelity Investments June 2010 - August 2011
AB Resources May 2009 - January 2010
Boston College September 2008 - May 2009
Nordstrom May 2008 - August 2008
Edgewood Valley Country Club June 2001 - August 2008
glaceau November 2006 - May 2007
Skills
Sales, Hedge Fund Sales, Alternative Investments, Research, Microsoft Excel, Customer Service, Cold Calling, Financial Analysis, Marketing, CRM databases, Marketing Strategy, Financial Modeling, Microsoft Office, Bloomberg, Event Planning, Market Research, Social Networking
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2006 — 2010
Bachelor of Science, Finance, Management & Leadership
William Blair & Company March 2013 - Present
Superfund USA, LLC December 2011 - February 2013
Fidelity Investments September 2011 - November 2011
Fidelity Investments June 2010 - August 2011
AB Resources May 2009 - January 2010
Boston College September 2008 - May 2009
Nordstrom May 2008 - August 2008
Edgewood Valley Country Club June 2001 - August 2008
glaceau November 2006 - May 2007
Skills
Sales, Hedge Fund Sales, Alternative Investments, Research, Microsoft Excel, Customer Service, Cold Calling, Financial Analysis, Marketing, CRM databases, Marketing Strategy, Financial Modeling, Microsoft Office, Bloomberg, Event Planning, Market Research, Social Networking
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2006 — 2010
Bachelor of Science, Finance, Management & Leadership
Gregory Thorne's Fidelity Investments Experience January 2002 - Present
Job Principal SW Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2002 - Present
Hewlett-Packard January 1978 - September 2011
Skills
Java, Linux, XML, Unix, Scrum, Analysis, Software Development, Agile Methodologies, Testing, System Deployment
Education
Boston College 1969 — 1973
Bachelor's degree, English Language and Literature, General
Fidelity Investments January 2002 - Present
Hewlett-Packard January 1978 - September 2011
Skills
Java, Linux, XML, Unix, Scrum, Analysis, Software Development, Agile Methodologies, Testing, System Deployment
Education
Boston College 1969 — 1973
Bachelor's degree, English Language and Literature, General
Corinna Baksik Corinna Baksik's Fidelity Investments Experience 2001 - 2003
Job Senior Systems Librarian at Harvard University
Industry Libraries
Experience
Harvard University 2005 - Present
Harvard University July 2003 - November 2005
Fidelity Investments 2001 - 2003
Ford Motor Company 2000 - 2000
NSF International 1997 - 1999
Skills
Library, Microsoft Office, Library Science, Libraries, MARC, AACR2, XSL, HTML + CSS, Unix, Unicode, EDI, Z39.50, Ebooks, Information Management, Data Analysis, Database Management, Workflow Analysis, Data Migration, Library Automation, Cataloging, LCSH, LCC, Electronic Resources, Databases, Metadata, HTML, Digital Libraries, Academic Libraries, Database Admin, Database Administration
Education
Simmons Graduate School of Library and Information Science 2003 — 2005
MSLIS, Library and Information Science
Drexel University Graduate School of Information Science (online) 2000 — 2001
University of Michigan 1994 — 1998
Bachelor of Arts, Social Science
Boston College
Harvard University 2005 - Present
Harvard University July 2003 - November 2005
Fidelity Investments 2001 - 2003
Ford Motor Company 2000 - 2000
NSF International 1997 - 1999
Skills
Library, Microsoft Office, Library Science, Libraries, MARC, AACR2, XSL, HTML + CSS, Unix, Unicode, EDI, Z39.50, Ebooks, Information Management, Data Analysis, Database Management, Workflow Analysis, Data Migration, Library Automation, Cataloging, LCSH, LCC, Electronic Resources, Databases, Metadata, HTML, Digital Libraries, Academic Libraries, Database Admin, Database Administration
Education
Simmons Graduate School of Library and Information Science 2003 — 2005
MSLIS, Library and Information Science
Drexel University Graduate School of Information Science (online) 2000 — 2001
University of Michigan 1994 — 1998
Bachelor of Arts, Social Science
Boston College
Dennis Driscoll Dennis Driscoll's Fidelity Investments Experience 1987 - 1996
Job Enterprise Sales & Solutions at Ebay Enterprise
Industry Marketing and Advertising
Experience
eBay Enterprise June 2013 - Present
Acxiom Corporation January 2012 - June 2013
SAS May 2011 - November 2011
Epsilon 2007 - February 2011
Epsilon 2003 - 2007
Sylogy Partners 2002 - 2003
Extraprise 1999 - 2002
Interpublic Group of Agencies / McCann 1996 - 1999
Fidelity Investments 1987 - 1996
Bank of America 1981 - 1987
Skills
Database Marketing, Relationship Marketing, Marketing Automation, Direct Marketing, Digital Marketing, Campaign Management, Customer Experience, Customer Acquisition, Multi-channel Marketing, Demand Generation, Lead Generation, Interactive Marketing, Marketing Strategy, Strategic Partnerships, Email Marketing, Analytics, Online Marketing, Social Media Marketing, Consumer Insights, SEM, PPC, Market Research, E-commerce, Marketing ROI, Mobile Marketing, Marketing Communications, Brand Development, Emerging Media, SEO, Social Media, Content Development, P&L Management, Advertising, Loyalty Marketing, Digital Strategy, Customer Insight, B2B Marketing, Lead Management, Integrated Marketing, Segmentation, B2C, Marketing Operations, Social Marketing, Marketing Management, Media Buying, Behavioral Targeting, Customer Engagement, Content Marketing, Strategy, CRM
Education
Boston College
MBA, Marketing
Boston University
MS Journalism, College of Communication
University of New Hampshire
BS, Government
eBay Enterprise June 2013 - Present
Acxiom Corporation January 2012 - June 2013
SAS May 2011 - November 2011
Epsilon 2007 - February 2011
Epsilon 2003 - 2007
Sylogy Partners 2002 - 2003
Extraprise 1999 - 2002
Interpublic Group of Agencies / McCann 1996 - 1999
Fidelity Investments 1987 - 1996
Bank of America 1981 - 1987
Skills
Database Marketing, Relationship Marketing, Marketing Automation, Direct Marketing, Digital Marketing, Campaign Management, Customer Experience, Customer Acquisition, Multi-channel Marketing, Demand Generation, Lead Generation, Interactive Marketing, Marketing Strategy, Strategic Partnerships, Email Marketing, Analytics, Online Marketing, Social Media Marketing, Consumer Insights, SEM, PPC, Market Research, E-commerce, Marketing ROI, Mobile Marketing, Marketing Communications, Brand Development, Emerging Media, SEO, Social Media, Content Development, P&L Management, Advertising, Loyalty Marketing, Digital Strategy, Customer Insight, B2B Marketing, Lead Management, Integrated Marketing, Segmentation, B2C, Marketing Operations, Social Marketing, Marketing Management, Media Buying, Behavioral Targeting, Customer Engagement, Content Marketing, Strategy, CRM
Education
Boston College
MBA, Marketing
Boston University
MS Journalism, College of Communication
University of New Hampshire
BS, Government
Ed Connolly's Fidelity Investments Experience July 2001 - August 2005
Job Senior Consultant, Product Security & Trusted Engineering at EMC
Industry Information Technology and Services
Experience
EMC April 2015 - Present
Federal Home Loan Bank of Boston January 2013 - April 2015
McGladrey September 2010 - January 2013
Symantec Corporation June 2006 - April 2010
Idenix Pharmaceuticals September 2005 - June 2006
Fidelity Investments July 2001 - August 2005
IBM/Lotus Development February 2000 - June 2001
Corporate Software & Technologies January 1997 - January 2000
Lotus Development Corp September 1996 - December 1997
Skills
Security, Information Security, IT Audit, Project Management, PMP, SDLC, Information Security..., CISSP, Information Technology, Business Continuity
Education
Boston College
Bachelor of Science, Accounting/Computer Science
EMC April 2015 - Present
Federal Home Loan Bank of Boston January 2013 - April 2015
McGladrey September 2010 - January 2013
Symantec Corporation June 2006 - April 2010
Idenix Pharmaceuticals September 2005 - June 2006
Fidelity Investments July 2001 - August 2005
IBM/Lotus Development February 2000 - June 2001
Corporate Software & Technologies January 1997 - January 2000
Lotus Development Corp September 1996 - December 1997
Skills
Security, Information Security, IT Audit, Project Management, PMP, SDLC, Information Security..., CISSP, Information Technology, Business Continuity
Education
Boston College
Bachelor of Science, Accounting/Computer Science
Coley Rybicki's Fidelity Investments Experience January 2001 - January 2004
Job Director of Human Resources at BAE Systems
Industry Financial Services
Experience
BAE Systems January 2004 - Present
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 1998 - January 2001
Fidelity Systems Company January 1995 - January 1998
WSI CORPORATION/TASC July 1992 - August 1995
Skills
Deferred Compensation, Talent Acquisition, HRIS, Employee Benefits, Employee Relations, Recruiting, Leadership, Personnel Management, College Recruiting, Process Improvement, Management, Human Resources, Compensation & Benefit, Executive Search, Onboarding, Mergers & Acquisitions, Talent Management, Applicant Tracking...
Education
Boston College
Bachelor of Science degree, Accounting
Northeastern University
Master of Business Administration degree, Human Resources Management
St. John's Preparatory School
BAE Systems January 2004 - Present
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 1998 - January 2001
Fidelity Systems Company January 1995 - January 1998
WSI CORPORATION/TASC July 1992 - August 1995
Skills
Deferred Compensation, Talent Acquisition, HRIS, Employee Benefits, Employee Relations, Recruiting, Leadership, Personnel Management, College Recruiting, Process Improvement, Management, Human Resources, Compensation & Benefit, Executive Search, Onboarding, Mergers & Acquisitions, Talent Management, Applicant Tracking...
Education
Boston College
Bachelor of Science degree, Accounting
Northeastern University
Master of Business Administration degree, Human Resources Management
St. John's Preparatory School
Gene Swanzey's Fidelity Investments Experience 1998 - 2000
Job Senior Managing Director, Chief Operating Officer at Five Bridges Advisors, LLC
Industry Financial Services
Experience
Five Bridges Advisors, LLC July 2008 - Present
Friedman, Billings, Ramsey July 2003 - June 2008
Montgomery Asset Management 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Trading, Valuation, Portfolio Management, Real Estate, Risk Management, Financial Structuring, ABS, Capital Markets, Mortgage Lending, Financial Modeling, Equities, Derivatives, Private Equity, Management, Due Diligence, Fixed Income, Asset Allocation, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Series 63, Series 7, Securities, Mutual Funds, Corporate Finance, Data Analysis, Equity Research, Residential Mortgages, Investment Advisory, Investment Banking, Bloomberg, Venture Capital, Financial Services, Investments, Hedge Funds, Investment Management, Asset Management, Loan Origination, Analytics, Investment Strategies
Education
Boston College 1994 — 1998
Five Bridges Advisors, LLC July 2008 - Present
Friedman, Billings, Ramsey July 2003 - June 2008
Montgomery Asset Management 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Trading, Valuation, Portfolio Management, Real Estate, Risk Management, Financial Structuring, ABS, Capital Markets, Mortgage Lending, Financial Modeling, Equities, Derivatives, Private Equity, Management, Due Diligence, Fixed Income, Asset Allocation, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Series 63, Series 7, Securities, Mutual Funds, Corporate Finance, Data Analysis, Equity Research, Residential Mortgages, Investment Advisory, Investment Banking, Bloomberg, Venture Capital, Financial Services, Investments, Hedge Funds, Investment Management, Asset Management, Loan Origination, Analytics, Investment Strategies
Education
Boston College 1994 — 1998
Colleen Sweeney's Fidelity Investments Experience March 2014 - Present
Job Senior Account Manager at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments April 2010 - March 2014
Fidelity Investments September 2008 - April 2010
Fidelity Investments October 2006 - September 2008
Fidelity Investments April 2004 - October 2006
Fidelity Investments March 2001 - April 2004
Fidelity Investments January 2000 - March 2001
Putnam Investments August 1999 - January 2000
Fidelity Investments March 1999 - August 1999
Fidelity Investments August 1994 - March 1999
Skills
Portfolio Management, Mutual Funds, Securities, Equities, Investments, 401k, Fixed Income, Vendor Management, Pensions, Financial Services, Series 7
Education
Suffolk University - Sawyer School of Management 1995 — 1997
MBA
Boston College 1986 — 1990
Bachelor of Science (BS), Finance, General
Fidelity Investments March 2014 - Present
Fidelity Investments April 2010 - March 2014
Fidelity Investments September 2008 - April 2010
Fidelity Investments October 2006 - September 2008
Fidelity Investments April 2004 - October 2006
Fidelity Investments March 2001 - April 2004
Fidelity Investments January 2000 - March 2001
Putnam Investments August 1999 - January 2000
Fidelity Investments March 1999 - August 1999
Fidelity Investments August 1994 - March 1999
Skills
Portfolio Management, Mutual Funds, Securities, Equities, Investments, 401k, Fixed Income, Vendor Management, Pensions, Financial Services, Series 7
Education
Suffolk University - Sawyer School of Management 1995 — 1997
MBA
Boston College 1986 — 1990
Bachelor of Science (BS), Finance, General
Danielle Currier's Fidelity Investments Experience July 2014 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments November 2012 - June 2014
Fidelity Investments January 2008 - October 2012
Fidelity Investments July 2006 - December 2007
Bank of America July 2001 - July 2004
Skills
SDLC, Financial Services, Business Analysis, Vendor Management, Mutual Funds, Fixed Income, Risk Management, Program Management, Requirements Gathering, Process Improvement, Software Project..., Portfolio Management, PMP, Requirements Analysis, Equities, Project Portfolio..., PMO, Business Process...
Education
Boston College 2003 — 2007
MS, Administrative Studies
Trinity College-Hartford 1997 — 2001
BA, Economics
Fidelity Investments July 2014 - Present
Fidelity Investments November 2012 - June 2014
Fidelity Investments January 2008 - October 2012
Fidelity Investments July 2006 - December 2007
Bank of America July 2001 - July 2004
Skills
SDLC, Financial Services, Business Analysis, Vendor Management, Mutual Funds, Fixed Income, Risk Management, Program Management, Requirements Gathering, Process Improvement, Software Project..., Portfolio Management, PMP, Requirements Analysis, Equities, Project Portfolio..., PMO, Business Process...
Education
Boston College 2003 — 2007
MS, Administrative Studies
Trinity College-Hartford 1997 — 2001
BA, Economics
James Supple's Fidelity Investments Experience August 2009 - Present
Job Executive Vice President at Fidelity Investments
Industry Financial Services
Experience
None - August 2015 - Present
Fidelity Investments August 2009 - Present
Fidelity Investments May 1990 - August 2009
The Colonial Group of Mutual Funds 1987 - 1990
Nationwide 1983 - 1987
Massachusetts Financial Service Center 1981 - 1983
Education
Boston College 1977 — 1981
AB, English
None - August 2015 - Present
Fidelity Investments August 2009 - Present
Fidelity Investments May 1990 - August 2009
The Colonial Group of Mutual Funds 1987 - 1990
Nationwide 1983 - 1987
Massachusetts Financial Service Center 1981 - 1983
Education
Boston College 1977 — 1981
AB, English
Daniel R. Zacharias, CFA's Fidelity Investments Experience June 2009 - Present
Job Senior Director, Capital Planning
Industry Investment Management
Experience
Fidelity Investments June 2009 - Present
Fidelity Investments May 2007 - June 2009
Fidelity Investments January 2006 - May 2007
Fidelity Investments July 2004 - January 2006
Fidelity Investments 1999 - 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investments, Financial Services, Equities, Leadership, Asset Management, Risk Management, Management, Cash Flow, Capital Management, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
Boston College 1994 — 1998
B.A., English
Fidelity Investments June 2009 - Present
Fidelity Investments May 2007 - June 2009
Fidelity Investments January 2006 - May 2007
Fidelity Investments July 2004 - January 2006
Fidelity Investments 1999 - 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investments, Financial Services, Equities, Leadership, Asset Management, Risk Management, Management, Cash Flow, Capital Management, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
Boston College 1994 — 1998
B.A., English
Diane Tasselari's Fidelity Investments Experience December 2009 - Present
Job Vice President, Business Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2009 - Present
Fidelity Investments April 2006 - December 2009
Sun Life Financial November 2001 - March 2006
Sun Life Financial November 1997 - November 2001
Education
Boston College 1980 — 1984
Fidelity Investments December 2009 - Present
Fidelity Investments April 2006 - December 2009
Sun Life Financial November 2001 - March 2006
Sun Life Financial November 1997 - November 2001
Education
Boston College 1980 — 1984
Genevieve Ouellet Healy's Fidelity Investments Experience March 1993 - March 1996
Job Manager, Audio Visual Services at Milton Academy
Industry Events Services
Experience
Milton Academy August 2006 - Present
Self Employed January 2003 - 2006
Jack Morton Worldwide 2003 - 2006
Caribiner International 1998 - 2003
SSA Global April 1996 - September 1998
Fidelity Investments March 1993 - March 1996
National Boston Video Center June 1990 - March 1993
VizWiz 1986 - 1988
Skills
Budgets, Editing, Event Management, Event Planning, Video, Video Production, Live Event Streaming, NewTek Tricaster TC 40, Management, CRM, Creative Direction
Education
University of Massachusetts Boston 1987 — 1990
BA, Psychology
Boston College 1984 — 1985
Milton Academy August 2006 - Present
Self Employed January 2003 - 2006
Jack Morton Worldwide 2003 - 2006
Caribiner International 1998 - 2003
SSA Global April 1996 - September 1998
Fidelity Investments March 1993 - March 1996
National Boston Video Center June 1990 - March 1993
VizWiz 1986 - 1988
Skills
Budgets, Editing, Event Management, Event Planning, Video, Video Production, Live Event Streaming, NewTek Tricaster TC 40, Management, CRM, Creative Direction
Education
University of Massachusetts Boston 1987 — 1990
BA, Psychology
Boston College 1984 — 1985
Eddie Delvalle's Fidelity Investments Experience 1995 - 1999
Job GameSense Manager
Industry Think Tanks
Experience
Massachusetts Council on Compulsive Gambling June 2015 - Present
PlumChoice August 2014 - June 2015
PlumChoice 2014 - 2015
Triwire August 2013 - February 2014
Northeast Arc December 2012 - August 2013
Harvard University February 2012 - June 2012
RNK Communications October 2003 - August 2011
Wave2Wave Communications / RNK Communications 2003 - 2011
Fidelity Investments 1995 - 1999
Fidelity Investments 1995 - 1999
Skills
Troubleshooting, Computer Network..., VoIP, Customer Service, Telephony, Call Centers, Project Management, Network Design, Team Building, Microsoft Office, WAN, TCP/IP, Program Management, Switches, Data Center, Vendor Management, SIP, BGP, Employee Training, Leadership, Mentoring, Youth Mentoring
Education
Boston College
JP High
high
Massachusetts Council on Compulsive Gambling June 2015 - Present
PlumChoice August 2014 - June 2015
PlumChoice 2014 - 2015
Triwire August 2013 - February 2014
Northeast Arc December 2012 - August 2013
Harvard University February 2012 - June 2012
RNK Communications October 2003 - August 2011
Wave2Wave Communications / RNK Communications 2003 - 2011
Fidelity Investments 1995 - 1999
Fidelity Investments 1995 - 1999
Skills
Troubleshooting, Computer Network..., VoIP, Customer Service, Telephony, Call Centers, Project Management, Network Design, Team Building, Microsoft Office, WAN, TCP/IP, Program Management, Switches, Data Center, Vendor Management, SIP, BGP, Employee Training, Leadership, Mentoring, Youth Mentoring
Education
Boston College
JP High
high
Eileen O'Connor's Fidelity Investments Experience December 2014 - February 2015
Job Partner at Keyser Public Strategies
Industry Public Relations and Communications
Experience
Keyser Public Strategies February 2015 - Present
Fidelity Investments December 2014 - February 2015
Fidelity Investments October 2012 - December 2014
Fidelity Investments February 2009 - September 2012
Commonwealth of Massachusetts 2005 - 2009
State Treasurer's Office November 2004 - September 2005
Hill Holliday September 1999 - November 2004
Skills
Strategic Communications, Public Affairs, Internal Communications, Corporate Communications, Message Development, Financial Services, Public Relations, Media Relations, Communication Training, Marketing Communications, Social Media, Integrated Marketing, Advertising, International Relations, Crisis Communications, Management, Strategic Planning, Long Distance Running, Leadership, Strategy, Project Planning, Press Releases
Education
Boston College 1988 — 1992
Bachelor of Science, Marketing
Winchester High School
Keyser Public Strategies February 2015 - Present
Fidelity Investments December 2014 - February 2015
Fidelity Investments October 2012 - December 2014
Fidelity Investments February 2009 - September 2012
Commonwealth of Massachusetts 2005 - 2009
State Treasurer's Office November 2004 - September 2005
Hill Holliday September 1999 - November 2004
Skills
Strategic Communications, Public Affairs, Internal Communications, Corporate Communications, Message Development, Financial Services, Public Relations, Media Relations, Communication Training, Marketing Communications, Social Media, Integrated Marketing, Advertising, International Relations, Crisis Communications, Management, Strategic Planning, Long Distance Running, Leadership, Strategy, Project Planning, Press Releases
Education
Boston College 1988 — 1992
Bachelor of Science, Marketing
Winchester High School
Deborah Gaff's Fidelity Investments Experience March 2007 - Present
Job Vice President, Product Management
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Congress Trust NA September 2008 - February 2009
Eastern Bank May 1992 - March 2007
Education
Suffolk University - Sawyer School of Management 1993 — 1998
MBA
Boston College 1982 — 1986
BA, Economics
Fidelity Investments March 2007 - Present
Congress Trust NA September 2008 - February 2009
Eastern Bank May 1992 - March 2007
Education
Suffolk University - Sawyer School of Management 1993 — 1998
MBA
Boston College 1982 — 1986
BA, Economics
Cynthia Maher's Fidelity Investments Experience 2006 - Present
Job Instructional Designer at Fidelity
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Pegasystems October 2000 - November 2006
Showa Boston Institute August 1997 - September 2000
Self Employed August 1996 - June 1997
Boston College - O'Neil Library Media Department August 1990 - July 1996
Education
Suffolk University 2003 — 2006
BS, Adult and Organizational Studies
Boston College 1992 — 1995
MA, American Studies
Stonehill College 1985 — 1989
Communication
Fidelity Investments 2006 - Present
Pegasystems October 2000 - November 2006
Showa Boston Institute August 1997 - September 2000
Self Employed August 1996 - June 1997
Boston College - O'Neil Library Media Department August 1990 - July 1996
Education
Suffolk University 2003 — 2006
BS, Adult and Organizational Studies
Boston College 1992 — 1995
MA, American Studies
Stonehill College 1985 — 1989
Communication
Jamie Person's Fidelity Investments Experience June 2014 - Present
Job Learning Lead, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments March 2013 - June 2014
Fidelity Investments June 2011 - March 2013
Fidelity Investments November 2006 - May 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Information Resources Inc. 2001 - 2003
New Horizons CLC 1999 - 2001
Skills
Instructional Design, Performance Consulting, Needs Analysis, Financial Services, Learning Management, Program Management, Leadership Development, E-Learning, Training Delivery, Change Management, Project Management, Vendor Management, Coaching, Training, Performance Management, Employee Training, Strategic Planning, ADDIE, Adult Education, Organizational..., Organizational..., Onboarding
Education
Boston University 2002 — 2004
EdM, Human Resource Education
Boston College 1993 — 1997
BA, English, Secondary Education
Fidelity Investments June 2014 - Present
Fidelity Investments March 2013 - June 2014
Fidelity Investments June 2011 - March 2013
Fidelity Investments November 2006 - May 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Information Resources Inc. 2001 - 2003
New Horizons CLC 1999 - 2001
Skills
Instructional Design, Performance Consulting, Needs Analysis, Financial Services, Learning Management, Program Management, Leadership Development, E-Learning, Training Delivery, Change Management, Project Management, Vendor Management, Coaching, Training, Performance Management, Employee Training, Strategic Planning, ADDIE, Adult Education, Organizational..., Organizational..., Onboarding
Education
Boston University 2002 — 2004
EdM, Human Resource Education
Boston College 1993 — 1997
BA, English, Secondary Education
Georgia Beit's Fidelity Investments Experience September 2006 - December 2008
Job Vice President
Industry Financial Services
Experience
TD Wealth Management September 2013 - Present
Wells Fargo Family Wealth January 2011 - August 2013
BECU Trust Company November 2009 - December 2010
Fidelity Investments September 2006 - December 2008
FleetBoston Financial 1997 - 2004
Education
Massachusetts School of Law 1993 — 1997
JD, Law
Boston College 1977 — 1981
BA, Political Science
TD Wealth Management September 2013 - Present
Wells Fargo Family Wealth January 2011 - August 2013
BECU Trust Company November 2009 - December 2010
Fidelity Investments September 2006 - December 2008
FleetBoston Financial 1997 - 2004
Education
Massachusetts School of Law 1993 — 1997
JD, Law
Boston College 1977 — 1981
BA, Political Science
Denise Hilger's Fidelity Investments Experience 1996 - Present
Job Deputy General Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments 1996 - Present
Skills
ERISA, Retirement, Employee Benefits, Contract Negotiation, Outsourcing, Healthcare, Privacy, Privacy Law, Corporate Governance, Risk Management, Financial Services
Education
Boston College
AB, Economics
Boston College Law School
Fidelity Investments 1996 - Present
Skills
ERISA, Retirement, Employee Benefits, Contract Negotiation, Outsourcing, Healthcare, Privacy, Privacy Law, Corporate Governance, Risk Management, Financial Services
Education
Boston College
AB, Economics
Boston College Law School
Fred Dickie's Fidelity Investments Experience Senior ProgrammerFidelity Investments1992 - 2008
Job SENIOR SOFTWARE ENGINEER/DEVELOPER at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Senior ProgrammerFidelity Investments1992 - 2008
FNMA 1992 - 1992
Perot Systems Government Services 1990 - 1990
Wang Labs 1986 - 1989
Software International 1985 - 1986
Interactive Data Corp 1984 - 1985
TAP Inc 1979 - 1984
Skills
JCL, DB2, VSAM, Easytrieve, TSO, MVS, COBOL, CICS, Mainframe, ISPF, IBM Mainframe, Requirements Analysis, Fileaid
Education
Boston College 1975 — 1978
BMHS
Fidelity Investments Senior ProgrammerFidelity Investments1992 - 2008
FNMA 1992 - 1992
Perot Systems Government Services 1990 - 1990
Wang Labs 1986 - 1989
Software International 1985 - 1986
Interactive Data Corp 1984 - 1985
TAP Inc 1979 - 1984
Skills
JCL, DB2, VSAM, Easytrieve, TSO, MVS, COBOL, CICS, Mainframe, ISPF, IBM Mainframe, Requirements Analysis, Fileaid
Education
Boston College 1975 — 1978
BMHS
James Mihos's Fidelity Investments Experience May 2010 - May 2014
Job Real Estate and Property Management
Industry Real Estate
Experience
Legacy Property Management September 2014 - Present
Fidelity Investments May 2010 - May 2014
Mihos Realty June 2005 - April 2009
TechTarget June 2007 - November 2007
Skills
Legal Research, Data Analysis, Report Development
Education
Boston College 2004 — 2008
BS, Finance
Legacy Property Management September 2014 - Present
Fidelity Investments May 2010 - May 2014
Mihos Realty June 2005 - April 2009
TechTarget June 2007 - November 2007
Skills
Legal Research, Data Analysis, Report Development
Education
Boston College 2004 — 2008
BS, Finance
Gina Chella's Fidelity Investments Experience March 2013 - Present
Job Principal UXD/Information Architect at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2013 - Present
MacroSys Research and Technology November 2011 - February 2013
iFactory April 2007 - November 2011
Boston University August 2005 - March 2007
Skills
Interaction Design, User Experience Design, User Interface Design, Visual Design, Information Architecture, Wire Framing, OmniGraffle, Axure, Photoshop, Illustrator, Dreamweaver, InDesign, Microsoft Office
Education
Massachusetts College of Art and Design
Certificate, Graphic Design
Boston College
Master of Science (M.S.), Finance
University of Massachusetts Boston
Bachelor of Science (B.S.), Management
Fidelity Investments March 2013 - Present
MacroSys Research and Technology November 2011 - February 2013
iFactory April 2007 - November 2011
Boston University August 2005 - March 2007
Skills
Interaction Design, User Experience Design, User Interface Design, Visual Design, Information Architecture, Wire Framing, OmniGraffle, Axure, Photoshop, Illustrator, Dreamweaver, InDesign, Microsoft Office
Education
Massachusetts College of Art and Design
Certificate, Graphic Design
Boston College
Master of Science (M.S.), Finance
University of Massachusetts Boston
Bachelor of Science (B.S.), Management
Fred Dunfey's Fidelity Investments Experience 1996 - 1996
Job Principal Software Developer, Dunfey Software
Industry Computer Software
Experience
Dunfey Software January 2002 - Present
Private Health Care Systems 1990 - 1999
Foxboro Company 1995 - 1997
Fidelity Investments 1996 - 1996
Data General 1981 - 1990
Bryant University 1980 - 1981
Colonial Penn Insurance Company 1978 - 1980
Xerox 1967 - 1978
Honeywell EDP 1964 - 1967
Skills
Product Management, Software Development, Agile Methodologies, Unix, Business Analysis, SDLC, SQL, Management, Troubleshooting, Team Building, Strategic Planning, Linux, Start-ups, Cloud Computing, Program Management, Project Management, Product Development, Enterprise Software, SaaS, Business Intelligence
Education
Brown University 1981 — 1982
Doctor of Philosophy (PhD), Computer Science
Rochester Institute of Technology 1968 — 1970
MS, Statistics
Boston College 1960 — 1964
AB, Mathematics
Boston College High 1957 — 1960
Hollis junior high school - Braintree
Dunfey Software January 2002 - Present
Private Health Care Systems 1990 - 1999
Foxboro Company 1995 - 1997
Fidelity Investments 1996 - 1996
Data General 1981 - 1990
Bryant University 1980 - 1981
Colonial Penn Insurance Company 1978 - 1980
Xerox 1967 - 1978
Honeywell EDP 1964 - 1967
Skills
Product Management, Software Development, Agile Methodologies, Unix, Business Analysis, SDLC, SQL, Management, Troubleshooting, Team Building, Strategic Planning, Linux, Start-ups, Cloud Computing, Program Management, Project Management, Product Development, Enterprise Software, SaaS, Business Intelligence
Education
Brown University 1981 — 1982
Doctor of Philosophy (PhD), Computer Science
Rochester Institute of Technology 1968 — 1970
MS, Statistics
Boston College 1960 — 1964
AB, Mathematics
Boston College High 1957 — 1960
Hollis junior high school - Braintree
Eddlyne Amilcar's Fidelity Investments Experience March 2007 - May 2008
Job IT Program Manager
Industry Information Technology and Services
Experience
EMC December 2010 - Present
SOFTRAX, Inc. May 2008 - December 2008
Fidelity Investments March 2007 - May 2008
Fidelity Investments March 2006 - March 2007
Fidelity Investments November 2005 - February 2006
Fidelity Investments May 2005 - November 2005
Fidelity Investments March 2004 - May 2005
Fidelity Investments 2002 - 2003
Salomon Smith Barney December 2000 - 2002
Skills
Salesforce.com..., Salesforce.com System..., Salesforce.com..., Business Analysis, Project Management, Training, Negotiation, Quality Assurance, Leadership, Financial Services, Vendor Management, Program Management, SDLC, Business Process..., Process Improvement, Visio, Risk Management, Analysis, Budgets, Cloud Computing, Management, Software Documentation
Education
Salesforce.com 2012 — 2012
Implementation Essentials (CON 201)
Salesforce.com 2010 — 2010
Administration Essentials (ADM 201)
Center for Project Management 2009 — 2009
Certificate, Project Management
Boston College 2004 — 2006
Master of Science (M.S.)
Boston College 1994 — 1998
Bachelor of Arts (B.A.)
EMC December 2010 - Present
SOFTRAX, Inc. May 2008 - December 2008
Fidelity Investments March 2007 - May 2008
Fidelity Investments March 2006 - March 2007
Fidelity Investments November 2005 - February 2006
Fidelity Investments May 2005 - November 2005
Fidelity Investments March 2004 - May 2005
Fidelity Investments 2002 - 2003
Salomon Smith Barney December 2000 - 2002
Skills
Salesforce.com..., Salesforce.com System..., Salesforce.com..., Business Analysis, Project Management, Training, Negotiation, Quality Assurance, Leadership, Financial Services, Vendor Management, Program Management, SDLC, Business Process..., Process Improvement, Visio, Risk Management, Analysis, Budgets, Cloud Computing, Management, Software Documentation
Education
Salesforce.com 2012 — 2012
Implementation Essentials (CON 201)
Salesforce.com 2010 — 2010
Administration Essentials (ADM 201)
Center for Project Management 2009 — 2009
Certificate, Project Management
Boston College 2004 — 2006
Master of Science (M.S.)
Boston College 1994 — 1998
Bachelor of Arts (B.A.)
Christopher Squillante's Fidelity Investments Experience September 1994 - June 1999
Job Credit at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York October 2013 - Present
Consulting 2013 - 2013
MKP Capital September 2009 - September 2012
Swiss Re Financial Products Corp October 2005 - March 2009
Fortress Investment Group October 2004 - October 2005
Bank of America January 2000 - October 2004
Fidelity Investments September 1994 - June 1999
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Fixed Income, Asset Managment, Portfolio Management, Capital Markets, Derivatives, Valuation, Trading, Private Equity, Investment Banking, Financial Modeling, Credit Analysis, Equity Research, Equity Derivatives, Credit Derivatives
Education
Boston College - Carroll School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, General
Boston College 1990 — 1994
BS, Strategic Management
Federal Reserve Bank of New York October 2013 - Present
Consulting 2013 - 2013
MKP Capital September 2009 - September 2012
Swiss Re Financial Products Corp October 2005 - March 2009
Fortress Investment Group October 2004 - October 2005
Bank of America January 2000 - October 2004
Fidelity Investments September 1994 - June 1999
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Fixed Income, Asset Managment, Portfolio Management, Capital Markets, Derivatives, Valuation, Trading, Private Equity, Investment Banking, Financial Modeling, Credit Analysis, Equity Research, Equity Derivatives, Credit Derivatives
Education
Boston College - Carroll School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, General
Boston College 1990 — 1994
BS, Strategic Management
Debbie Duffy-O'Connor's Fidelity Investments Experience November 2001 - January 2008
Job Chief Operating Officer
Industry Information Services
Experience
Art Shipping International January 2008 - Present
Fidelity Investments November 2001 - January 2008
Viant December 1997 - May 2001
Fidelity Investments June 1982 - April 1996
Skills
Strategic Planning, Customer Relations, Program Management, Team Building, Budgeting, IT Operations, Enterprise Software, Budgets, Information Technology, Project Planning, Analysis, Process Improvement, Performance Management, Change Management, Business Development, Start-ups, Business Intelligence, SDLC, Customer Service, Vendor Management, Management, Negotiation, Project Management, Business Strategy, Product Management, Leadership, IT Strategy, Risk Management, Integration, Business Analysis, IT Management
Education
Boston College
BA, Business / Information Technology
Art Shipping International January 2008 - Present
Fidelity Investments November 2001 - January 2008
Viant December 1997 - May 2001
Fidelity Investments June 1982 - April 1996
Skills
Strategic Planning, Customer Relations, Program Management, Team Building, Budgeting, IT Operations, Enterprise Software, Budgets, Information Technology, Project Planning, Analysis, Process Improvement, Performance Management, Change Management, Business Development, Start-ups, Business Intelligence, SDLC, Customer Service, Vendor Management, Management, Negotiation, Project Management, Business Strategy, Product Management, Leadership, IT Strategy, Risk Management, Integration, Business Analysis, IT Management
Education
Boston College
BA, Business / Information Technology
Greg Tibbetts's Fidelity Investments Experience August 2007 - February 2009
Job Lead Accountant at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance October 2012 - Present
Mavic, Inc March 2010 - October 2012
Fidelity Investments August 2007 - February 2009
Fidelity Investments August 2005 - August 2007
Fidelity Investments September 2002 - August 2005
Education
Boston College 1996 — 2000
Bachelor's degree, Accounting
Liberty Mutual Insurance October 2012 - Present
Mavic, Inc March 2010 - October 2012
Fidelity Investments August 2007 - February 2009
Fidelity Investments August 2005 - August 2007
Fidelity Investments September 2002 - August 2005
Education
Boston College 1996 — 2000
Bachelor's degree, Accounting
Esmond Kane's Fidelity Investments Experience September 2005 - Present
Job Director (Info Security) Fidelity Investments, CISM, PMP
Industry Financial Services
Experience
Fidelity Investments September 2005 - Present
Skills
Vendor Management, IT Strategy, Security, PMP, IT Management, Information Technology, Management, Information Security
Education
Boston College
Bryant University
Fidelity Investments September 2005 - Present
Skills
Vendor Management, IT Strategy, Security, PMP, IT Management, Information Technology, Management, Information Security
Education
Boston College
Bryant University
Debbie Redmond's Fidelity Investments Experience October 1992 - May 1997
Job Computer Programmer
Industry Computer Software
Experience
Independent Consultant September 2012 - Present
Equifax May 1998 - June 2000
Mellon Bank May 1997 - March 1998
Fidelity Investments October 1992 - May 1997
Merrill Lynch July 1989 - October 1992
Education
Boston College 1985 — 1989
Bachelor's degree, Management / Computer Science
Independent Consultant September 2012 - Present
Equifax May 1998 - June 2000
Mellon Bank May 1997 - March 1998
Fidelity Investments October 1992 - May 1997
Merrill Lynch July 1989 - October 1992
Education
Boston College 1985 — 1989
Bachelor's degree, Management / Computer Science
Denny Coccio's Fidelity Investments Experience December 2003 - July 2005
Job VP Health & Wellness Service Strategy at Fidelity Investments HR Services
Industry Human Resources
Experience
Fidelity Investments HR Services July 2005 - Present
Fidelity Investments December 2003 - July 2005
Fidelity Investments May 1999 - December 2003
Fidelity Investments March 1998 - May 1999
AT&T 1997 - 1998
AT&T 1995 - 1997
AT&T 1993 - 1995
AT&T 1991 - 1993
AT&T 1989 - 1991
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
MBA, Marketing
Boston College 1984 — 1988
BS, Economics
Fidelity Investments HR Services July 2005 - Present
Fidelity Investments December 2003 - July 2005
Fidelity Investments May 1999 - December 2003
Fidelity Investments March 1998 - May 1999
AT&T 1997 - 1998
AT&T 1995 - 1997
AT&T 1993 - 1995
AT&T 1991 - 1993
AT&T 1989 - 1991
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
MBA, Marketing
Boston College 1984 — 1988
BS, Economics
Dianne Eyssallenne's Fidelity Investments Experience September 2005 - December 2008
Job Director, Advisor and Fund Compliance at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2013 - Present
Consulting January 2009 - September 2013
Fidelity Investments September 2005 - December 2008
Fidelity Capital Markets December 1994 - August 2005
Prudential Securities July 1992 - November 1994
Skills
Compliance, Risk Management, Risk Assessment, Trading, Legal Compliance, Highly Analytical, Problem Solving, Securities Regulation, Negotiation, Financial Markets, Presentation Development, Training & Development, Mentoring, Program Management, Derivatives, Options, Fixed Income, Capital Markets, Problem Analysis, Equities, Financial Services, Securities, Asset Managment, Employee Training, Analytical Skills, Bloomberg, FINRA, Asset Management, Mutual Funds, AML, Hedge Funds, Alternative Investments, Investment Advisory, Equity Trading, Financial Regulation, Trading Systems, Series 24, Financial Risk, Strategy, Financial Advisory, Bonds, Asset Allocation, Operational Risk, Back Office, Wealth Management, Broker-Dealer, Portfolio Management, Operational Risk..., ETFs, Series 63
Education
Suffolk University Law School 1987 — 1991
JD
Boston College 1978 — 1982
BA, Mathematics and Political Science
Lincoln Financial Group September 2013 - Present
Consulting January 2009 - September 2013
Fidelity Investments September 2005 - December 2008
Fidelity Capital Markets December 1994 - August 2005
Prudential Securities July 1992 - November 1994
Skills
Compliance, Risk Management, Risk Assessment, Trading, Legal Compliance, Highly Analytical, Problem Solving, Securities Regulation, Negotiation, Financial Markets, Presentation Development, Training & Development, Mentoring, Program Management, Derivatives, Options, Fixed Income, Capital Markets, Problem Analysis, Equities, Financial Services, Securities, Asset Managment, Employee Training, Analytical Skills, Bloomberg, FINRA, Asset Management, Mutual Funds, AML, Hedge Funds, Alternative Investments, Investment Advisory, Equity Trading, Financial Regulation, Trading Systems, Series 24, Financial Risk, Strategy, Financial Advisory, Bonds, Asset Allocation, Operational Risk, Back Office, Wealth Management, Broker-Dealer, Portfolio Management, Operational Risk..., ETFs, Series 63
Education
Suffolk University Law School 1987 — 1991
JD
Boston College 1978 — 1982
BA, Mathematics and Political Science
Felicia Tierney's Fidelity Investments Experience AVP, HRThe Hartford1993 - 2006
Job Vice President, Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments AVP, HRThe Hartford1993 - 2006
Hartford Financial Services Group Inc. 1993 - 2006
Education
Boston College 1986 — 1990
BS, Business/marketing
Melrose high school 1982 — 1986
Fidelity Investments AVP, HRThe Hartford1993 - 2006
Hartford Financial Services Group Inc. 1993 - 2006
Education
Boston College 1986 — 1990
BS, Business/marketing
Melrose high school 1982 — 1986
Dan Hartigan's Fidelity Investments Experience March 1984 - September 1993
Job Financial Services Professional
Industry Financial Services
Experience
Hartford Retirement Services, Inc. February 2008 - December 2008
MFS Investment Management September 1993 - February 2008
Fidelity Investments March 1984 - September 1993
Skills
Relationship Management, Investments, Management
Education
Suffolk University - Sawyer Business School 1984 — 1990
MBA, Business
Boston College 1978 — 1982
BS, Management
Hartford Retirement Services, Inc. February 2008 - December 2008
MFS Investment Management September 1993 - February 2008
Fidelity Investments March 1984 - September 1993
Skills
Relationship Management, Investments, Management
Education
Suffolk University - Sawyer Business School 1984 — 1990
MBA, Business
Boston College 1978 — 1982
BS, Management
Greg Vlahos's Fidelity Investments Experience March 2006 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2006 - Present
Education
Boston College 1990 — 1994
Bachelor of Science (BS), Finance
St. Sebastian's Country Day School 1984 — 1990
Fidelity Investments March 2006 - Present
Education
Boston College 1990 — 1994
Bachelor of Science (BS), Finance
St. Sebastian's Country Day School 1984 — 1990
Diana Woodbury's Fidelity Investments Experience 1996 - 2002
Job Project Manager at John Hancock
Industry Financial Services
Experience
New York Life November 2009 - April 2015
State Street Corporation 2005 - 2009
State Street Corporation 2003 - 2005
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Fidelity Investments 1991 - 1994
Fidelity Investments 1989 - 1991
Fidelity Investments 1986 - 1989
Education
Boston College 1982 — 1986
BA, Economics
New York Life November 2009 - April 2015
State Street Corporation 2005 - 2009
State Street Corporation 2003 - 2005
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Fidelity Investments 1991 - 1994
Fidelity Investments 1989 - 1991
Fidelity Investments 1986 - 1989
Education
Boston College 1982 — 1986
BA, Economics
Denise Lawnicki's Fidelity Investments Experience 1997 - 1998
Job Data Management Partner with Bank of America
Industry Financial Services
Experience
Bank of America - Enterprise Data Management Governance & Controls April 2010 - Present
Bank of America - Columbia Management February 1998 - March 2010
Fidelity Investments 1997 - 1998
Sun Life Financial April 1990 - November 1996
Skills
Banking, Asset Managment, Process Improvement, Project Management
Education
Boston College 1972 — 1976
Bachelor of Science, Computer Science
Bank of America - Enterprise Data Management Governance & Controls April 2010 - Present
Bank of America - Columbia Management February 1998 - March 2010
Fidelity Investments 1997 - 1998
Sun Life Financial April 1990 - November 1996
Skills
Banking, Asset Managment, Process Improvement, Project Management
Education
Boston College 1972 — 1976
Bachelor of Science, Computer Science
Gale Straub's Fidelity Investments Experience September 2012 - May 2014
Job On the road
Industry Marketing and Advertising
Experience
Sap Lines LLC January 2015 - Present
She-Explores.com May 2014 - Present
Fidelity Investments September 2012 - May 2014
Ernst & Young September 2010 - September 2012
Skills
US GAAP, Financial Reporting, Sarbanes-Oxley Act, GAAP, Financial Accounting, Internal Audit, Auditing, Accounting, Internal Controls, Financial Statements, IFRS, External Audit, Finance, Social Media Marketing, Blogging, Photography, Web Content Creation
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MSA/MBA, Accounting
Boston College 2004 — 2008
BA, Psychology
Sap Lines LLC January 2015 - Present
She-Explores.com May 2014 - Present
Fidelity Investments September 2012 - May 2014
Ernst & Young September 2010 - September 2012
Skills
US GAAP, Financial Reporting, Sarbanes-Oxley Act, GAAP, Financial Accounting, Internal Audit, Auditing, Accounting, Internal Controls, Financial Statements, IFRS, External Audit, Finance, Social Media Marketing, Blogging, Photography, Web Content Creation
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MSA/MBA, Accounting
Boston College 2004 — 2008
BA, Psychology
David Surabian's Fidelity Investments Experience January 2011 - Present
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Investments, Strategic Financial...
Education
Boston College 2001 — 2004
MBA, Finance
UMass Amherst 1994 — 1999
Business, Finance
Fidelity Investments January 2011 - Present
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Investments, Strategic Financial...
Education
Boston College 2001 — 2004
MBA, Finance
UMass Amherst 1994 — 1999
Business, Finance
Craig Spurr's Fidelity Investments Experience
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Product Management, Project Management, Strategy, Leadership, Portfolio Management
Education
Boston College
Bachelor of Arts (B.A.), Economics
Fidelity Investments
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Product Management, Project Management, Strategy, Leadership, Portfolio Management
Education
Boston College
Bachelor of Arts (B.A.), Economics
Derek Morrocco's Fidelity Investments Experience July 2010 - April 2015
Job MBA Student at Cornell Tech
Industry Computer Software
Experience
Fidelity Investments July 2010 - April 2015
Skills
Microsoft Office, PowerPoint, Microsoft Word, SQL, Research, Java, Agile Methodologies, JavaScript, Customer Service, Data Analysis, HTML, CSS, Databases, Spring, Unix
Education
Cornell University - Johnson Graduate School of Management 2015 — 2016
Master of Business Administration (M.B.A.), Cornell Tech
Boston College 2006 — 2010
Bachelor's Degree, Mathematics and Computer Science
Fidelity Investments July 2010 - April 2015
Skills
Microsoft Office, PowerPoint, Microsoft Word, SQL, Research, Java, Agile Methodologies, JavaScript, Customer Service, Data Analysis, HTML, CSS, Databases, Spring, Unix
Education
Cornell University - Johnson Graduate School of Management 2015 — 2016
Master of Business Administration (M.B.A.), Cornell Tech
Boston College 2006 — 2010
Bachelor's Degree, Mathematics and Computer Science
George Killory's Fidelity Investments Experience January 2006 - November 2007
Job Senior Global Client Administrator
Industry Financial Services
Experience
MFS Investment Management February 2012 - Present
UBS Investment Bank September 2010 - September 2011
Wexford Capital LP November 2007 - September 2010
Fidelity Investments January 2006 - November 2007
Ameriquest Mortgage March 2004 - December 2004
State Street Corporation November 2002 - March 2004
Education
Boston College 2014 — 2018
Master of Business Administration (MBA), Asset Management
Boston College 1999 — 2002
BA, Economics
Gettysburg College 1998 — 1999
Bachelors, Economics
MFS Investment Management February 2012 - Present
UBS Investment Bank September 2010 - September 2011
Wexford Capital LP November 2007 - September 2010
Fidelity Investments January 2006 - November 2007
Ameriquest Mortgage March 2004 - December 2004
State Street Corporation November 2002 - March 2004
Education
Boston College 2014 — 2018
Master of Business Administration (MBA), Asset Management
Boston College 1999 — 2002
BA, Economics
Gettysburg College 1998 — 1999
Bachelors, Economics
Glorimar Negron's Fidelity Investments Experience June 2000 - April 2002
Job Senior Director, VH1 Business and Legal Affairs
Industry Entertainment
Experience
Viacom May 2014 - Present
Viacom May 2010 - May 2014
Viacom February 2008 - May 2010
NBCUniversal, Inc. February 2007 - February 2008
Sawaya Segalas September 2006 - January 2007
Goldman Sachs December 2004 - May 2006
Goldman Sachs January 2003 - December 2004
Goldman Sachs May 2002 - November 2002
Fidelity Investments June 2000 - April 2002
Skills
New Media
Education
Boston College 1996 — 2000
BA, Communications, Marketing
Viacom May 2014 - Present
Viacom May 2010 - May 2014
Viacom February 2008 - May 2010
NBCUniversal, Inc. February 2007 - February 2008
Sawaya Segalas September 2006 - January 2007
Goldman Sachs December 2004 - May 2006
Goldman Sachs January 2003 - December 2004
Goldman Sachs May 2002 - November 2002
Fidelity Investments June 2000 - April 2002
Skills
New Media
Education
Boston College 1996 — 2000
BA, Communications, Marketing
Cornelia Boyle's Fidelity Investments Experience 1996 - 2000
Job Board Member
Industry Investment Management
Experience
Thompson IM Funds, Inc. Independent DirectorNorthTrack Funds2003 - 2009
AIG SunAmerica Retirement Markets 2000 - 2003
Fidelity Investments 1996 - 2000
Goldman Sachs Asset Management 1993 - 1996
Education
Harvard Business School 1981 — 1983
MBA
The University of Texas at Austin 1976 — 1978
MA, English
Boston College 1972 — 1976
AB, History and Education
Thompson IM Funds, Inc. Independent DirectorNorthTrack Funds2003 - 2009
AIG SunAmerica Retirement Markets 2000 - 2003
Fidelity Investments 1996 - 2000
Goldman Sachs Asset Management 1993 - 1996
Education
Harvard Business School 1981 — 1983
MBA
The University of Texas at Austin 1976 — 1978
MA, English
Boston College 1972 — 1976
AB, History and Education
Jack Callahan's Fidelity Investments Experience 2009 - March 2011
Job Business Strategy, Sales, Leadership Consultant
Industry Management Consulting
Experience
Callahan Management Systems, Inc. April 2011 - Present
Fidelity Investments 2009 - March 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2002 - 2004
Fidelity Investments 1997 - 2001
Fidelity Investments 1991 - 1997
ISI Systems 1987 - 1991
IBM 1979 - 1987
Skills
Sales Management, Business Strategy, Leadership Development, Management, Management Consulting, Investments, Defined Benefit, Strategy, Leadership, Retirement, Relationship Management, Business Planning, Sales, Outsourcing, Financial Services, Consulting, Mutual Funds, Strategic Planning
Education
Boston College 1975 — 1979
Bachelor's degree, Finance, Marketing
Callahan Management Systems, Inc. April 2011 - Present
Fidelity Investments 2009 - March 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2002 - 2004
Fidelity Investments 1997 - 2001
Fidelity Investments 1991 - 1997
ISI Systems 1987 - 1991
IBM 1979 - 1987
Skills
Sales Management, Business Strategy, Leadership Development, Management, Management Consulting, Investments, Defined Benefit, Strategy, Leadership, Retirement, Relationship Management, Business Planning, Sales, Outsourcing, Financial Services, Consulting, Mutual Funds, Strategic Planning
Education
Boston College 1975 — 1979
Bachelor's degree, Finance, Marketing
Frank Keough's Fidelity Investments Experience Vice PresidentState Street Bank2006 - 2008
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice PresidentState Street Bank2006 - 2008
Investors Bank & Trust 2001 - 2006
Brown Brothers Harriman 1998 - 1999
Ernst & Young 1990 - 1997
Education
Boston College 1982 — 1987
BS, Accounting
Fidelity Investments Vice PresidentState Street Bank2006 - 2008
Investors Bank & Trust 2001 - 2006
Brown Brothers Harriman 1998 - 1999
Ernst & Young 1990 - 1997
Education
Boston College 1982 — 1987
BS, Accounting
David Trimmer, CFA's Fidelity Investments Experience June 2008 - August 2008
Job Associate Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management December 2012 - Present
Babson Capital Management July 2009 - December 2012
Fidelity Investments June 2008 - August 2008
Skills
Equity Research, Financial Modeling, Hedge Funds, Fixed Income Analysis, Leveraged Finance, Special Situations..., Value Investing, Valuation, Bloomberg, Equities, Investments, Portfolio Management, Trading
Education
Boston College 2005 — 2009
B.S., Finance and Economics, Cum Laude
Babson Capital Management December 2012 - Present
Babson Capital Management July 2009 - December 2012
Fidelity Investments June 2008 - August 2008
Skills
Equity Research, Financial Modeling, Hedge Funds, Fixed Income Analysis, Leveraged Finance, Special Situations..., Value Investing, Valuation, Bloomberg, Equities, Investments, Portfolio Management, Trading
Education
Boston College 2005 — 2009
B.S., Finance and Economics, Cum Laude
George Lynch's Fidelity Investments Experience August 2000 - October 2004
Job Senior Vice President, Institutional Business Development & Consultant Relations
Industry Financial Services
Experience
Pioneer Investments August 2008 - Present
Fidelity Family Office Services October 2004 - August 2008
Fidelity Investments August 2000 - October 2004
MuniAuction February 2000 - June 2000
Fidelity Investments April 1996 - February 2000
Skills
Business Development, Asset Allocation, Alternative Investments, Hedge Funds, Institutional, Institutional Sales, Investments, Pension Funds, Series 7
Education
Boston College 1988 — 1992
BA, Economics
Belmont Hill School 1981 — 1988
Pioneer Investments August 2008 - Present
Fidelity Family Office Services October 2004 - August 2008
Fidelity Investments August 2000 - October 2004
MuniAuction February 2000 - June 2000
Fidelity Investments April 1996 - February 2000
Skills
Business Development, Asset Allocation, Alternative Investments, Hedge Funds, Institutional, Institutional Sales, Investments, Pension Funds, Series 7
Education
Boston College 1988 — 1992
BA, Economics
Belmont Hill School 1981 — 1988
David Lerch's Fidelity Investments Experience October 1993 - December 1997
Job Business Development
Industry E-Learning
Experience
Institute for Disabilities Research and Training October 2011 - Present
TreMonti Consulting 2010 - 2012
The George Washington University June 2003 - November 2010
Velocita Corp. March 2001 - August 2002
PSINet Inc. December 1997 - March 2001
Fidelity Investments October 1993 - December 1997
Skills
Commercialization
Education
Boston College
Master of Science (M.S.), Finance
Pennsylvania State University
Bachelor of Science (B.S.), Accounting
Institute for Disabilities Research and Training October 2011 - Present
TreMonti Consulting 2010 - 2012
The George Washington University June 2003 - November 2010
Velocita Corp. March 2001 - August 2002
PSINet Inc. December 1997 - March 2001
Fidelity Investments October 1993 - December 1997
Skills
Commercialization
Education
Boston College
Master of Science (M.S.), Finance
Pennsylvania State University
Bachelor of Science (B.S.), Accounting
Fo Jennifer's Fidelity Investments Experience May 2012 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments August 2009 - May 2012
Education
Boston College
Fidelity Investments May 2012 - Present
Fidelity Investments August 2009 - May 2012
Education
Boston College
David W. Dobbins's Fidelity Investments Experience May 1993 - October 1998
Job Asst. Branch Manager at Labor Ready
Industry Staffing and Recruiting
Experience
Labor Ready January 2015 - Present
Self Employed January 2008 - May 2014
Huntington National Bank November 2006 - December 2007
Merrill Lynch June 1999 - May 2005
Fidelity Investments May 1993 - October 1998
Skills
Retirement Planning
Education
Boston College 1989 — 1992
Bachelor of Arts (B.A.), Political Science and Government
St. Peter's University 1987 — 1989
Business, Management, Marketing, and Related Support Services
New Rochelle High School
Labor Ready January 2015 - Present
Self Employed January 2008 - May 2014
Huntington National Bank November 2006 - December 2007
Merrill Lynch June 1999 - May 2005
Fidelity Investments May 1993 - October 1998
Skills
Retirement Planning
Education
Boston College 1989 — 1992
Bachelor of Arts (B.A.), Political Science and Government
St. Peter's University 1987 — 1989
Business, Management, Marketing, and Related Support Services
New Rochelle High School
Dan Ouellette's Fidelity Investments Experience January 1985 - January 1988
Job Executive Director at North Attleborough Housing Authority
Industry Government Administration
Experience
North Attleborough Housing Authority January 2015 - Present
Salisbury Housing Authority January 2000 - December 2014
Chamber of Commerce 2006 - 2012
Town of SalisburyTown Hall January 1999 - January 2000
Bay Cove Human Services, Inc January 1994 - January 1999
Chelsea Housing Authority January 1988 - January 1994
Fidelity Investments January 1985 - January 1988
Skills
Policy, Community Development, Program Management, Social Housing, Affordable Housing, Budgets, Non-profits, Public Policy, Community Outreach, Grants, Management, Government, Program Development, Policy Analysis, Public Speaking, Emergency Management, Nonprofits, Grant Writing, Economic Development, Local Government, Program Evaluation, Fundraising, Public Administration, Proposal Writing, Legislative Relations, Non-profit..., Volunteer Management, Community Organizing, Coalitions, Political Campaigns, Politics
Education
UMASS 1997 — 2000
MS Degree, Human Services Administration / Planning
Boston College 1977 — 1981
BA Degree, Secondary Education and Communications
North Attleborough Housing Authority January 2015 - Present
Salisbury Housing Authority January 2000 - December 2014
Chamber of Commerce 2006 - 2012
Town of SalisburyTown Hall January 1999 - January 2000
Bay Cove Human Services, Inc January 1994 - January 1999
Chelsea Housing Authority January 1988 - January 1994
Fidelity Investments January 1985 - January 1988
Skills
Policy, Community Development, Program Management, Social Housing, Affordable Housing, Budgets, Non-profits, Public Policy, Community Outreach, Grants, Management, Government, Program Development, Policy Analysis, Public Speaking, Emergency Management, Nonprofits, Grant Writing, Economic Development, Local Government, Program Evaluation, Fundraising, Public Administration, Proposal Writing, Legislative Relations, Non-profit..., Volunteer Management, Community Organizing, Coalitions, Political Campaigns, Politics
Education
UMASS 1997 — 2000
MS Degree, Human Services Administration / Planning
Boston College 1977 — 1981
BA Degree, Secondary Education and Communications
Daniel Hegarty's Fidelity Investments Experience June 2003 - September 2003
Job
Industry Hospital & Health Care
Experience
Bassett Healthcare August 2012 - June 2013
Harvard University November 2003 - January 2011
Harvard University November 2003 - January 2011
Graduate School of Arts & Sciences - Admissions and Financial Aid November 2003 - January 2007
Professional Staffing Group Boston May 2003 - November 2003
Fidelity Investments June 2003 - September 2003
Hallmark Heath - Lawrence Memorial Hospital August 2000 - January 2003
Fidelity Investments December 1999 - August 2000
Skills
Strategic Planning, Teamwork, Public Relations, Photoshop, EHR, Auditing, Higher Education, Accounting, Event Planning, Project Management, Inpatient, Microsoft Excel, Research, Accounts Receivable, Accounts Payable, Social Media Marketing, Customer Service, Microsoft Word, Microsoft Office, OpTime, Team Leadership, Curriculum Development, Social Media, English, Ambulatory, Technical Writing, CPOE, Management, Healthcare, Training, HIPAA, Nonprofits, EMR, Editing, Event Management, Data Entry
Education
Boston College 1999 — 2002
Bachelor of Arts (B.A.), English
University of Nebraska-Lincoln 1996 — 1997
Bunker Hill Community College
Liberal Arts and Sciences/Liberal Studies
Mohawk Valley Community College
Bassett Healthcare August 2012 - June 2013
Harvard University November 2003 - January 2011
Harvard University November 2003 - January 2011
Graduate School of Arts & Sciences - Admissions and Financial Aid November 2003 - January 2007
Professional Staffing Group Boston May 2003 - November 2003
Fidelity Investments June 2003 - September 2003
Hallmark Heath - Lawrence Memorial Hospital August 2000 - January 2003
Fidelity Investments December 1999 - August 2000
Skills
Strategic Planning, Teamwork, Public Relations, Photoshop, EHR, Auditing, Higher Education, Accounting, Event Planning, Project Management, Inpatient, Microsoft Excel, Research, Accounts Receivable, Accounts Payable, Social Media Marketing, Customer Service, Microsoft Word, Microsoft Office, OpTime, Team Leadership, Curriculum Development, Social Media, English, Ambulatory, Technical Writing, CPOE, Management, Healthcare, Training, HIPAA, Nonprofits, EMR, Editing, Event Management, Data Entry
Education
Boston College 1999 — 2002
Bachelor of Arts (B.A.), English
University of Nebraska-Lincoln 1996 — 1997
Bunker Hill Community College
Liberal Arts and Sciences/Liberal Studies
Mohawk Valley Community College
Coleen Popivchak's Fidelity Investments Experience September 2000 - June 2012
Job Bookkeeper at Everett Engineers, LLC
Industry Financial Services
Experience
Everett Engineers, LLC August 2013 - Present
Fidelity Investments September 2000 - June 2012
Fidelity Investments January 2009 - January 2012
Fidelity Investments January 2000 - January 2012
Fidelity Investments January 2000 - January 2009
ADDISON WESLEY LONGMAN PUBLISHING COMPANY January 1996 - January 2000
Skills
Financial Analysis, Data analytics, Financial Modeling, Strategic Planning, Essbase, Strategic Financial..., Hyperion Enterprise, Corporate Finance, Investments, Financial Statement..., Variance Analysis, Financial Forecasting
Education
Boston College
Master's degree, Finance
Boston College
MS, Finance
Suffolk University
BS, Finance
Suffolk University
BA, Finance
Everett Engineers, LLC August 2013 - Present
Fidelity Investments September 2000 - June 2012
Fidelity Investments January 2009 - January 2012
Fidelity Investments January 2000 - January 2012
Fidelity Investments January 2000 - January 2009
ADDISON WESLEY LONGMAN PUBLISHING COMPANY January 1996 - January 2000
Skills
Financial Analysis, Data analytics, Financial Modeling, Strategic Planning, Essbase, Strategic Financial..., Hyperion Enterprise, Corporate Finance, Investments, Financial Statement..., Variance Analysis, Financial Forecasting
Education
Boston College
Master's degree, Finance
Boston College
MS, Finance
Suffolk University
BS, Finance
Suffolk University
BA, Finance
Emma Waddington's Fidelity Investments Experience 2005 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2005 - 2011
Education
Boston College 1997 — 2001
Bachelor's degree, Finance and Financial Management Services, 3.8
Fidelity Investments 2005 - 2011
Education
Boston College 1997 — 2001
Bachelor's degree, Finance and Financial Management Services, 3.8
Diana Du's Fidelity Investments Experience May 2013 - Present
Job Student at Boston College
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Nike 2012 - 2012
Skills
Microsoft Excel, Agile Methodologies, Microsoft Word, PowerPoint, Straight Talking
Education
Boston College 2012 — 2015
Accounting and Finance
Acton Boxborough Regional High School 2008 — 2012
Fidelity Investments May 2013 - Present
Nike 2012 - 2012
Skills
Microsoft Excel, Agile Methodologies, Microsoft Word, PowerPoint, Straight Talking
Education
Boston College 2012 — 2015
Accounting and Finance
Acton Boxborough Regional High School 2008 — 2012
Edward Abany's Fidelity Investments Experience 1996 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank