Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Kelly Simek Kelly Simek's Fidelity Investments Experience June 2014 - December 2014
Job Associate at JRT Realty Group, Inc.
Industry Commercial Real Estate
Experience
JRT Realty Group, Inc. January 2015 - Present
Fidelity Investments June 2014 - December 2014
JRT Realty Group, Inc. June 2013 - August 2013
JRT Realty Group, Inc. June 2012 - August 2012
Byrnes Agency, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, CoStar, Facebook, Social Networking, Italian, Insurance, Social Media, SPSS, Customer Service, Marketing, Event Planning
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Philosophy
Charles University in Prague 2013 — 2013
Central European Studies
Loyola School 2006 — 2010
JRT Realty Group, Inc. January 2015 - Present
Fidelity Investments June 2014 - December 2014
JRT Realty Group, Inc. June 2013 - August 2013
JRT Realty Group, Inc. June 2012 - August 2012
Byrnes Agency, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, CoStar, Facebook, Social Networking, Italian, Insurance, Social Media, SPSS, Customer Service, Marketing, Event Planning
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Philosophy
Charles University in Prague 2013 — 2013
Central European Studies
Loyola School 2006 — 2010
Lauren Wedell's Fidelity Investments Experience June 2015 - Present
Job Contracts Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, Time Management, Sports, Logistics Management
Education
Boston College 2013 — 2017
Bachelor of Science, Finance, General and Business Analytics, Junior, class of 2017
Mounds View High School 2009 — 2013
High school degree
Fidelity Investments June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, Time Management, Sports, Logistics Management
Education
Boston College 2013 — 2017
Bachelor of Science, Finance, General and Business Analytics, Junior, class of 2017
Mounds View High School 2009 — 2013
High school degree
Jason Loomis's Fidelity Investments Experience September 1992 - August 1995
Job Owner/Writer/Director/Producer LoomisLand Productions
Industry Entertainment
Experience
LoomisLand Productions January 2006 - Present
Jason W. Loomis, Esq. September 2001 - December 2005
Boston Communications Services, Inc. September 1995 - August 2001
Fidelity Investments September 1992 - August 1995
Education
Northeastern University 1998 — 2001
Juris Doctor, Law
Boston College 1989 — 1992
Bachelor of Science (B.S.), Finance, General
LoomisLand Productions January 2006 - Present
Jason W. Loomis, Esq. September 2001 - December 2005
Boston Communications Services, Inc. September 1995 - August 2001
Fidelity Investments September 1992 - August 1995
Education
Northeastern University 1998 — 2001
Juris Doctor, Law
Boston College 1989 — 1992
Bachelor of Science (B.S.), Finance, General
Kallan Harrison Kallan Harrison's Fidelity Investments Experience May 2008 - September 2009
Job at State Street
Industry Financial Services
Experience
State Street June 2010 - Present
Fidelity Investments May 2008 - September 2009
EBSCO Publishing 2007 - 2008
Education
Boston College 2006 — 2010
Bachelor of Science, Finance
Universitat Pompeu Fabra 2009 — 2009
State Street June 2010 - Present
Fidelity Investments May 2008 - September 2009
EBSCO Publishing 2007 - 2008
Education
Boston College 2006 — 2010
Bachelor of Science, Finance
Universitat Pompeu Fabra 2009 — 2009
Joshua Rollins, LEED AP BD+C Joshua Rollins, LEED AP BD+C's Fidelity Investments Experience 2001 - 2004
Job Marketing Manager and Sustainability Committee Captain at Suffolk Construction
Industry Construction
Experience
Suffolk Construction 2009 - Present
QAI 2005 - 2008
Environment California 2004 - 2005
Fidelity Investments 2001 - 2004
New England Aquarium 2003 - 2003
Boston College 2001 - 2001
Mullen May 1999 - August 1999
Skills
Marketing, Corporate Sustainability, LEED, Proposal Writing, Management, Marketing Strategy
Education
Boston College 1997 — 2001
B.S., Environmental Geoscience
Murdoch University 2000 — 2000
Perth, Western Australia
Suffolk Construction 2009 - Present
QAI 2005 - 2008
Environment California 2004 - 2005
Fidelity Investments 2001 - 2004
New England Aquarium 2003 - 2003
Boston College 2001 - 2001
Mullen May 1999 - August 1999
Skills
Marketing, Corporate Sustainability, LEED, Proposal Writing, Management, Marketing Strategy
Education
Boston College 1997 — 2001
B.S., Environmental Geoscience
Murdoch University 2000 — 2000
Perth, Western Australia
Kemon Prescott Kemon Prescott's Fidelity Investments Experience December 1997 - January 2009
Job National Examiner at NCUA
Industry Financial Services
Experience
NCUA November 2009 - Present
FIDELITY EMPLOYER SERVICES COMPANY (FESCo) April 2006 - January 2009
Fidelity Investments December 1997 - January 2009
FHRS Risk September 2004 - April 2006
FIRSCo Risk Management January 2001 - March 2002
Kemon M. Prescott December 1997 - January 2001
Federal Deposit Insurance Corp. (FDIC) December 1990 - December 1997
FEDERAL DEPOSIT INSURANCE CORPORATION January 1990 - January 1997
CAPITOL BANCORPORATION January 1987 - January 1990
SHAWMUT CORPORATION January 1986 - January 1987
Skills
Banking, Risk Management, Internal Controls, Business Process, Financial Risk, Internal Audit, Auditing, Finance, Management, Information Security, Business Process..., Process Improvement
Education
Boston College 1988 — 1991
Master of Science, Finance
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Finance
NCUA November 2009 - Present
FIDELITY EMPLOYER SERVICES COMPANY (FESCo) April 2006 - January 2009
Fidelity Investments December 1997 - January 2009
FHRS Risk September 2004 - April 2006
FIRSCo Risk Management January 2001 - March 2002
Kemon M. Prescott December 1997 - January 2001
Federal Deposit Insurance Corp. (FDIC) December 1990 - December 1997
FEDERAL DEPOSIT INSURANCE CORPORATION January 1990 - January 1997
CAPITOL BANCORPORATION January 1987 - January 1990
SHAWMUT CORPORATION January 1986 - January 1987
Skills
Banking, Risk Management, Internal Controls, Business Process, Financial Risk, Internal Audit, Auditing, Finance, Management, Information Security, Business Process..., Process Improvement
Education
Boston College 1988 — 1991
Master of Science, Finance
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Finance
Karen Garden's Fidelity Investments Experience October 1994 - June 2005
Job Hospitalist Nurse Practitioner at New England Baptist Hospital
Industry Hospital & Health Care
Experience
New England Baptist Hospital October 2012 - Present
University of Maryland Medical Center March 2012 - October 2012
University of Pennsylvania Health System April 2009 - March 2012
UMass Memorial Medical Center July 2007 - April 2009
Fidelity Investments October 1994 - June 2005
Skills
Orthopedic, Outpatient Orthopedics, Inpatient, Computer Security, Computer Proficiency, Database Administration, Nursing, Trauma Nursing, Musculoskeletal, Chronic Pain, Injury, Acute Care, Chronic Illness, Patient Education, ACLS, BLS, Medical/Surgical, Patient Safety, EMR, Epic Systems, Cerner, CPOE, Quality Improvement, EKG, Telemetry, Medicine, Wound Care, Surgery, Hospitals, Healthcare, Sports Medicine, Meditech, IV, Medication..., Patient Advocacy, EHR, Ambulatory, Cpr Certified, Health Education, Vital Signs, Registered Nurses, Internal Medicine, BCLS, Clinics, Spine, Direct Patient Care, Nursing Care, Clinical Research, Home Care, Ambulatory Care
Education
University of Massachusetts Medical School 2005 — 2008
MS, Nursing
Boston College 1987 — 1990
Bachelor of Arts (BA), Accounting
New England Baptist Hospital October 2012 - Present
University of Maryland Medical Center March 2012 - October 2012
University of Pennsylvania Health System April 2009 - March 2012
UMass Memorial Medical Center July 2007 - April 2009
Fidelity Investments October 1994 - June 2005
Skills
Orthopedic, Outpatient Orthopedics, Inpatient, Computer Security, Computer Proficiency, Database Administration, Nursing, Trauma Nursing, Musculoskeletal, Chronic Pain, Injury, Acute Care, Chronic Illness, Patient Education, ACLS, BLS, Medical/Surgical, Patient Safety, EMR, Epic Systems, Cerner, CPOE, Quality Improvement, EKG, Telemetry, Medicine, Wound Care, Surgery, Hospitals, Healthcare, Sports Medicine, Meditech, IV, Medication..., Patient Advocacy, EHR, Ambulatory, Cpr Certified, Health Education, Vital Signs, Registered Nurses, Internal Medicine, BCLS, Clinics, Spine, Direct Patient Care, Nursing Care, Clinical Research, Home Care, Ambulatory Care
Education
University of Massachusetts Medical School 2005 — 2008
MS, Nursing
Boston College 1987 — 1990
Bachelor of Arts (BA), Accounting
Kiera O'Dwyer's Fidelity Investments Experience June 2013 - August 2013
Job actuarial trainee at the Hanover Insurance Group
Industry Higher Education
Experience
The Hanover Insurance Group June 2014 - Present
Fidelity Investments June 2013 - August 2013
Mathematics Department of Boston College October 2011 - December 2012
Cioffi.Slezak.Wildgrube., PC June 2009 - August 2012
Skills
SAS programming, R, Microsoft Excel, Microsoft Word, LaTeX, Visual Basic, Mathematics, Data Analysis, Economics, Probability Theory, ProVal, Citrix
Education
Boston College 2010 — 2014
Bachelor of Arts, Mathematics; Actuarial Science, Junior
USF Tampa 2012 — 2012
Biostatistics
Mohonasen High School 2006 — 2010
The Hanover Insurance Group June 2014 - Present
Fidelity Investments June 2013 - August 2013
Mathematics Department of Boston College October 2011 - December 2012
Cioffi.Slezak.Wildgrube., PC June 2009 - August 2012
Skills
SAS programming, R, Microsoft Excel, Microsoft Word, LaTeX, Visual Basic, Mathematics, Data Analysis, Economics, Probability Theory, ProVal, Citrix
Education
Boston College 2010 — 2014
Bachelor of Arts, Mathematics; Actuarial Science, Junior
USF Tampa 2012 — 2012
Biostatistics
Mohonasen High School 2006 — 2010
Kerry Ciulla Kerry Ciulla's Fidelity Investments Experience March 1998 - December 2003
Job Human Resources
Industry Human Resources
Experience
Colorado Springs Orthopaedic Group March 2014 - July 2014
Rocky Mountain Health Care Services . 2012 - 2014
EP ENERGY February 2009 - April 2012
Saugus Public Schools December 2003 - September 2007
Fidelity Investments March 1998 - December 2003
GTE March 1994 - March 1998
BNY Mellon March 1992 - March 1994
Skills
Positive Employee..., Onboarding, Dedication to..., Adapt Quickly to Change, Customer Service, Background Checks, Telephone Interviewing, Train New Employees, New Hire Orientations, HR Policies, Highly resourceful, Internal Communications, Team Building, Newsletter Production, Ethical Decision Making, Office Equipment, Conflict Management, Calendaring, Executive Support, Administrative..., Event Planning, Presentation Development, Facilities Management, Expense Reports, Microsoft Office, Travel Arrangements, SharePoint, Interviews, Training, Administrative..., Management, Recruiting
Education
Boston College 1995 — 1997
Business Administration and Management, General
Katherine Gibbs School 1992 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Melrose High School 1985 — 1989
Colorado Springs Orthopaedic Group March 2014 - July 2014
Rocky Mountain Health Care Services . 2012 - 2014
EP ENERGY February 2009 - April 2012
Saugus Public Schools December 2003 - September 2007
Fidelity Investments March 1998 - December 2003
GTE March 1994 - March 1998
BNY Mellon March 1992 - March 1994
Skills
Positive Employee..., Onboarding, Dedication to..., Adapt Quickly to Change, Customer Service, Background Checks, Telephone Interviewing, Train New Employees, New Hire Orientations, HR Policies, Highly resourceful, Internal Communications, Team Building, Newsletter Production, Ethical Decision Making, Office Equipment, Conflict Management, Calendaring, Executive Support, Administrative..., Event Planning, Presentation Development, Facilities Management, Expense Reports, Microsoft Office, Travel Arrangements, SharePoint, Interviews, Training, Administrative..., Management, Recruiting
Education
Boston College 1995 — 1997
Business Administration and Management, General
Katherine Gibbs School 1992 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Melrose High School 1985 — 1989
Katie Ryan Kieran Katie Ryan Kieran's Fidelity Investments Experience April 2005 - July 2007
Job Independent Consultant
Industry Financial Services
Experience
Self-employed October 2014 - Present
Kieran Household July 2014 - Present
Sagent Advisors February 2013 - June 2014
Sagent Advisors July 2009 - February 2013
Sagent Advisors June 2008 - August 2008
Fidelity Investments April 2005 - July 2007
Fidelity Investments April 2004 - April 2005
Fidelity Investments September 2002 - April 2004
Skills
Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, New Business Development, Corporate Development, Strategy, Financial Modeling, Financial Analysis, Due Diligence, Sell Side, Buy-side, Financial Sponsors, Leveraged Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Boston College 1989 — 2002
BS, Business & Mathematics
Self-employed October 2014 - Present
Kieran Household July 2014 - Present
Sagent Advisors February 2013 - June 2014
Sagent Advisors July 2009 - February 2013
Sagent Advisors June 2008 - August 2008
Fidelity Investments April 2005 - July 2007
Fidelity Investments April 2004 - April 2005
Fidelity Investments September 2002 - April 2004
Skills
Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, New Business Development, Corporate Development, Strategy, Financial Modeling, Financial Analysis, Due Diligence, Sell Side, Buy-side, Financial Sponsors, Leveraged Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Boston College 1989 — 2002
BS, Business & Mathematics
Kara Harris Kara Harris's Fidelity Investments Experience 2003 - 2004
Job Graphic Designer at Kara Harris Designs & Yoga Teacher
Industry Design
Experience
Certified Yoga Instructor March 2012 - Present
Kara Harris Designs 2009 - Present
Boston College 2004 - 2009
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Photoshop, Illustrator, Indesign, Dreamweaver, Adobe Creative Suite, Logo Design, Layout, Graphic Design, Graphics, Adobe Acrobat
Education
Suffolk University
New England School of Art & Design, Graphic Design
Boston College 1995 — 1999
Bachelor of Arts (B.A.)
Certified Yoga Instructor March 2012 - Present
Kara Harris Designs 2009 - Present
Boston College 2004 - 2009
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Photoshop, Illustrator, Indesign, Dreamweaver, Adobe Creative Suite, Logo Design, Layout, Graphic Design, Graphics, Adobe Acrobat
Education
Suffolk University
New England School of Art & Design, Graphic Design
Boston College 1995 — 1999
Bachelor of Arts (B.A.)
Kate McCauley Johnson's Fidelity Investments Experience 1993 - 2002
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 2012 - Present
Hammond Residential 2008 - 2012
Fidelity Investments 1993 - 2002
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Buyer Representation, Short Sales, Relocation, Single Family Homes, Residential Homes, Condos
Education
Boston College 1988 — 1992
Bachelor's degree, Communication, General
Northfield Mount Hermon
Coldwell Banker Residential Brokerage 2012 - Present
Hammond Residential 2008 - 2012
Fidelity Investments 1993 - 2002
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Buyer Representation, Short Sales, Relocation, Single Family Homes, Residential Homes, Condos
Education
Boston College 1988 — 1992
Bachelor's degree, Communication, General
Northfield Mount Hermon
Keith D. Bernard Keith D. Bernard's Fidelity Investments Experience 2006 - 2007
Job AVP Marketing, Investment Management Group
Industry Financial Services
Experience
Nationwide Financial June 2014 - Present
Nationwide Financial April 2013 - June 2014
Pax World Funds January 2008 - June 2012
Fidelity Investments 2006 - 2007
Fidelity National Financial 2004 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 1997 - 2002
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
New Business Development, Marketing Strategy, Integrated Marketing..., Strategic Partnerships, Strategic Planning, Channel Program..., Customer Segmentation..., Sales Management, Budget P&L, Financial Services, Investment Management..., agency management, Market Research, Competitive Analysis, Business Strategy, Program Management, Wealth Management..., Mutual Funds, Strategy, Alternative Investments, Product Development, Lead Generation, Relationship Management, Business Planning, Business Development, P&L Management, Investments, Marketing, Series 7
Education
Boston College 1988 — 1992
Masters, Business Administration (MBA)
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Arts (BA), Economics
Nationwide Financial June 2014 - Present
Nationwide Financial April 2013 - June 2014
Pax World Funds January 2008 - June 2012
Fidelity Investments 2006 - 2007
Fidelity National Financial 2004 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 1997 - 2002
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
New Business Development, Marketing Strategy, Integrated Marketing..., Strategic Partnerships, Strategic Planning, Channel Program..., Customer Segmentation..., Sales Management, Budget P&L, Financial Services, Investment Management..., agency management, Market Research, Competitive Analysis, Business Strategy, Program Management, Wealth Management..., Mutual Funds, Strategy, Alternative Investments, Product Development, Lead Generation, Relationship Management, Business Planning, Business Development, P&L Management, Investments, Marketing, Series 7
Education
Boston College 1988 — 1992
Masters, Business Administration (MBA)
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Arts (BA), Economics
Kim Berghaus Dullea's Fidelity Investments Experience September 1996 - July 2004
Job Human Resources Business Partner at State Street
Industry Financial Services
Experience
State Street April 2007 - Present
Bank of America July 2005 - April 2007
Fidelity Investments September 1996 - July 2004
Skills
Financial Services, Human Resources, Personnel Management, Deferred Compensation, Management
Education
Suffolk University 2000 — 2005
M.B.A., Organizational Development
Boston College 1991 — 1995
B.A., English
State Street April 2007 - Present
Bank of America July 2005 - April 2007
Fidelity Investments September 1996 - July 2004
Skills
Financial Services, Human Resources, Personnel Management, Deferred Compensation, Management
Education
Suffolk University 2000 — 2005
M.B.A., Organizational Development
Boston College 1991 — 1995
B.A., English
Jonathan Goldowsky's Fidelity Investments Experience May 2014 - August 2014
Job Analyst at PNC Capital Markets
Industry Financial Services
Experience
PNC June 2015 - Present
Fidelity Investments May 2014 - August 2014
Citizens Bank June 2013 - August 2013
Metropolitan Real Estate Equity Management January 2012 - January 2012
UBS May 2011 - June 2011
Skills
Microsoft Office, Salesforce.com, Interest Rate..., Foreign Exchange, FX Options, Currency, Banking, Analysis, Customer Service, Research, Investments
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
PNC June 2015 - Present
Fidelity Investments May 2014 - August 2014
Citizens Bank June 2013 - August 2013
Metropolitan Real Estate Equity Management January 2012 - January 2012
UBS May 2011 - June 2011
Skills
Microsoft Office, Salesforce.com, Interest Rate..., Foreign Exchange, FX Options, Currency, Banking, Analysis, Customer Service, Research, Investments
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Larry O'Connor's Fidelity Investments Experience August 2014 - September 2014
Job Transition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Fidelity Investments August 2014 - September 2014
Altisource September 2013 - July 2014
Taxware, LLC (previously a division of ADP) November 2011 - September 2013
Mercer April 2007 - November 2011
Fidelity Investments November 2003 - March 2007
Fidelity Investments Tax Exempt Services Company (FITSCO) September 1999 - November 2003
Fidelity Investments Tax Exempt Services Company (FITSCO) August 1996 - September 1999
First Data Corporation September 1995 - August 1996
The Hanover Insurance Group October 1987 - September 1995
Skills
401k, 403 b, Qualified Retirement..., Taft-Hartley, Non-Qualified Deferred..., Non Discrimination..., TaxSolver, Sales & Use Tax, Project Management, Client Management, Relationship Management, OmniPlus, Omni, FPRS, 457 Plans, Economics, Real Estate, Sales Management, CRM, Investments, Employee Benefits, Defined Contribution, Process Improvement, Defined Benefit, Business Planning, Integration, Vendor Management, SDLC, Financial Services
Education
Boston College 1978 — 1982
BA, Economics
St. John's High School 1974 — 1978
TIAA-CREF September 2014 - Present
Fidelity Investments August 2014 - September 2014
Altisource September 2013 - July 2014
Taxware, LLC (previously a division of ADP) November 2011 - September 2013
Mercer April 2007 - November 2011
Fidelity Investments November 2003 - March 2007
Fidelity Investments Tax Exempt Services Company (FITSCO) September 1999 - November 2003
Fidelity Investments Tax Exempt Services Company (FITSCO) August 1996 - September 1999
First Data Corporation September 1995 - August 1996
The Hanover Insurance Group October 1987 - September 1995
Skills
401k, 403 b, Qualified Retirement..., Taft-Hartley, Non-Qualified Deferred..., Non Discrimination..., TaxSolver, Sales & Use Tax, Project Management, Client Management, Relationship Management, OmniPlus, Omni, FPRS, 457 Plans, Economics, Real Estate, Sales Management, CRM, Investments, Employee Benefits, Defined Contribution, Process Improvement, Defined Benefit, Business Planning, Integration, Vendor Management, SDLC, Financial Services
Education
Boston College 1978 — 1982
BA, Economics
St. John's High School 1974 — 1978
John Santangelo's Fidelity Investments Experience June 2007 - July 2008
Job Systems Consultant at Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare March 2011 - Present
ExaGrid Systems September 2008 - February 2010
ExaGrid Systems; Inc September 2008 - February 2010
Fidelity Investments June 2007 - July 2008
The TJX Companies; Inc October 1995 - April 2007
TJX 1995 - 2006
The MarMaxx Group January 2000 - January 2003
Alpine 2000 - 2001
T.J. Maxx January 1995 - January 2000
The Trustees of Health and Hospitals January 1991 - January 1995
Education
Boston College 1984 — 1988
School of Arts and Sciences, Bachelor of Science, Computer Science
Partners HealthCare March 2011 - Present
ExaGrid Systems September 2008 - February 2010
ExaGrid Systems; Inc September 2008 - February 2010
Fidelity Investments June 2007 - July 2008
The TJX Companies; Inc October 1995 - April 2007
TJX 1995 - 2006
The MarMaxx Group January 2000 - January 2003
Alpine 2000 - 2001
T.J. Maxx January 1995 - January 2000
The Trustees of Health and Hospitals January 1991 - January 1995
Education
Boston College 1984 — 1988
School of Arts and Sciences, Bachelor of Science, Computer Science
Kate Vassos Kate Vassos's Fidelity Investments Experience November 2011 - Present
Job Account Director at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments November 2011 - Present
Hill Holliday December 2007 - November 2011
Morgan Stanley February 2005 - December 2008
Dalton Sim Management June 2000 - December 2003
Anderson & Kreiger, LLP 2002 - 2003
Skills
Strategy, Integrated Marketing, Digital Strategy, Advertising, Interactive Marketing, Direct Marketing, Email Marketing, Digital Marketing, Mobile Marketing
Education
Boston College 2001 — 2003
B.A., English Major, Honors Program
Middlebury College 2000 — 2001
N/A, English
Goethe Institute, Goettingen 1999 — 2000
Certificate of Proficiency, German Language
Fidelity Investments November 2011 - Present
Hill Holliday December 2007 - November 2011
Morgan Stanley February 2005 - December 2008
Dalton Sim Management June 2000 - December 2003
Anderson & Kreiger, LLP 2002 - 2003
Skills
Strategy, Integrated Marketing, Digital Strategy, Advertising, Interactive Marketing, Direct Marketing, Email Marketing, Digital Marketing, Mobile Marketing
Education
Boston College 2001 — 2003
B.A., English Major, Honors Program
Middlebury College 2000 — 2001
N/A, English
Goethe Institute, Goettingen 1999 — 2000
Certificate of Proficiency, German Language
Laura Currier's Fidelity Investments Experience April 2012 - Present
Job SVP Plan Sponsor Advocacy at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments March 2009 - April 2012
Fidelity Investments October 1996 - March 2009
Scitex America September 1994 - October 1996
Agfa September 1984 - October 1994
Skills
Change Management, Six Sigma, Program Management, Process Management, Financial Analysis, Strategy, Key Performance..., Lean Manufacturing, Process Improvement, Financial Services, Business Process..., Vendor Management, Relationship Management, Operational Excellence, Metrics, Business Analysis
Education
Boston University Questrom School of Business 1994 — 1996
MBA, Business
Boston College 1980 — 1984
BS, Finance
Fidelity Investments April 2012 - Present
Fidelity Investments March 2009 - April 2012
Fidelity Investments October 1996 - March 2009
Scitex America September 1994 - October 1996
Agfa September 1984 - October 1994
Skills
Change Management, Six Sigma, Program Management, Process Management, Financial Analysis, Strategy, Key Performance..., Lean Manufacturing, Process Improvement, Financial Services, Business Process..., Vendor Management, Relationship Management, Operational Excellence, Metrics, Business Analysis
Education
Boston University Questrom School of Business 1994 — 1996
MBA, Business
Boston College 1980 — 1984
BS, Finance
Kira Cafaro's Fidelity Investments Experience 1998 - 2002
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments 1998 - 2002
Skills
Mutual Funds, Retirement Planning, 401k, Finance, Equities, Strategic Planning
Education
Boston College
Boston College
Fidelity Investments 1998 - 2002
Skills
Mutual Funds, Retirement Planning, 401k, Finance, Equities, Strategic Planning
Education
Boston College
Boston College
Lauren Barrett's Fidelity Investments Experience July 2014 - Present
Job Investment Sales Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Boston College September 2013 - May 2014
Investment Technology Group (ITG) May 2013 - August 2013
TJX May 2013 - May 2013
Education
Boston College 2010 — 2014
Bachelor's degree, Economics, Art History
ESCP Europe 2013 — 2013
Masters in Management
Newton Country Day School of the Sacred Heart
high school diploma
Fidelity Investments July 2014 - Present
Boston College September 2013 - May 2014
Investment Technology Group (ITG) May 2013 - August 2013
TJX May 2013 - May 2013
Education
Boston College 2010 — 2014
Bachelor's degree, Economics, Art History
ESCP Europe 2013 — 2013
Masters in Management
Newton Country Day School of the Sacred Heart
high school diploma
Kyle Murray's Fidelity Investments Experience November 2009 - October 2010
Job Associate at Broadhaven Capital Partners
Industry Financial Services
Experience
Broadhaven Capital Partners March 2014 - Present
Broadhaven Capital Partners October 2010 - March 2014
Fidelity Investments November 2009 - October 2010
General Electric June 2008 - August 2008
Education
Boston College 2005 — 2009
BS, Management, Finance and Leadership Concentrations
Cranston High School West
Broadhaven Capital Partners March 2014 - Present
Broadhaven Capital Partners October 2010 - March 2014
Fidelity Investments November 2009 - October 2010
General Electric June 2008 - August 2008
Education
Boston College 2005 — 2009
BS, Management, Finance and Leadership Concentrations
Cranston High School West
Jonathan Seeley, CPLP's Fidelity Investments Experience August 2014 - Present
Job Instructional Designer at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments August 2014 - Present
Money Management International May 2005 - August 2014
Putnam Investments 1999 - 2004
Skills
Needs Analysis, Blended Learning, Instructor-led Training, Instructional Design, Workshop Facilitation, Training, Adult Education, ADDIE, E-learning
Education
Boston College 1997 — 1998
M.Ed
Gordon College 1991 — 1994
BA, History, Classics
Fidelity Investments August 2014 - Present
Money Management International May 2005 - August 2014
Putnam Investments 1999 - 2004
Skills
Needs Analysis, Blended Learning, Instructor-led Training, Instructional Design, Workshop Facilitation, Training, Adult Education, ADDIE, E-learning
Education
Boston College 1997 — 1998
M.Ed
Gordon College 1991 — 1994
BA, History, Classics
Justin Rucker Justin Rucker's Fidelity Investments Experience June 2007 - August 2007
Job Strategy Manager at Accenture
Industry Management Consulting
Experience
Upwardly Global September 2014 - Present
Accenture March 2013 - Present
Abriza September 2011 - Present
Accenture September 2011 - March 2013
Accenture December 2009 - September 2011
HireRight August 2009 - September 2009
Accenture June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
HireRight June 2005 - August 2006
Skills
Business Strategy, Payments, Operating Models, Strategy, Financial Analysis, Process Improvement, Change Management, Market Research, Management Consulting, Requirements Analysis, Data Analysis, Capital Markets, Business Integration, Program Management, Project Portfolio..., Financial Services
Education
Boston College 2005 — 2009
BS, Finance, Film Studies
The American University in Cairo 2008 — 2008
Study Abroad
Upwardly Global September 2014 - Present
Accenture March 2013 - Present
Abriza September 2011 - Present
Accenture September 2011 - March 2013
Accenture December 2009 - September 2011
HireRight August 2009 - September 2009
Accenture June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
HireRight June 2005 - August 2006
Skills
Business Strategy, Payments, Operating Models, Strategy, Financial Analysis, Process Improvement, Change Management, Market Research, Management Consulting, Requirements Analysis, Data Analysis, Capital Markets, Business Integration, Program Management, Project Portfolio..., Financial Services
Education
Boston College 2005 — 2009
BS, Finance, Film Studies
The American University in Cairo 2008 — 2008
Study Abroad
Liz Bonacci's Fidelity Investments Experience November 1999 - October 2003
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Huron Consulting Group April 2004 - July 2008
Fidelity Investments November 1999 - October 2003
Arthur Andersen LLP September 1996 - November 1999
Education
Boston College 1992 — 1996
B.S., Accounting
Ameriprise Financial Services, Inc. June 2014 - Present
Huron Consulting Group April 2004 - July 2008
Fidelity Investments November 1999 - October 2003
Arthur Andersen LLP September 1996 - November 1999
Education
Boston College 1992 — 1996
B.S., Accounting
Laurie Woodworth's Fidelity Investments Experience June 2013 - Present
Job Retirement Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments October 2011 - May 2013
Fidelity Investments May 1999 - October 2011
Fidelity Investments October 1996 - May 1999
Skills
Series 7, Series 63, 401k, Mutual Funds, Financial Services, Investments, Retirement, Defined Contribution, German
Education
Boston College 1988 — 1992
BA
Fidelity Investments June 2013 - Present
Fidelity Investments October 2011 - May 2013
Fidelity Investments May 1999 - October 2011
Fidelity Investments October 1996 - May 1999
Skills
Series 7, Series 63, 401k, Mutual Funds, Financial Services, Investments, Retirement, Defined Contribution, German
Education
Boston College 1988 — 1992
BA
Keely Gray's Fidelity Investments Experience December 1998 - August 1999
Job Experienced Human Resources professional
Industry Staffing and Recruiting
Experience
Gray Household December 2004 - Present
Bain & Company September 2000 - November 2004
Foodline.com, Inc. February 2000 - September 2000
Zentropy Partners October 1999 - February 2000
Marsh & McLennan Companies August 1999 - October 1999
Fidelity Investments December 1998 - August 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Boston College
Bachelor's degree, Psychology
Emory University
Gray Household December 2004 - Present
Bain & Company September 2000 - November 2004
Foodline.com, Inc. February 2000 - September 2000
Zentropy Partners October 1999 - February 2000
Marsh & McLennan Companies August 1999 - October 1999
Fidelity Investments December 1998 - August 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Boston College
Bachelor's degree, Psychology
Emory University
Lisa Mao Lisa Mao's Fidelity Investments Experience June 2011 - August 2011
Job Corporate Audit Staff at GE
Industry Financial Services
Experience
GE May 2015 - Present
GE January 2013 - April 2015
Fidelity Investments June 2011 - August 2011
Mintz Levin June 2010 - August 2010
Boston College Economics Department September 2009 - May 2010
Asian American Civic Association September 2009 - May 2010
Skills
MS Office Suite, LaTeX, Stata, Spanish, Mandarin, Oracle E-Business Suite, OBIEE, Hyperion HFM, Finance, Leadership, Corporate Finance, Microsoft Office, Investments, Community Outreach, Data Analysis, Recruiting
Education
Boston College 2008 — 2012
BA, Economics, Mathematics, Pre-Law
Universidad Carlos III de Madrid 2010 — 2011
Study Abroad Program - Fall Semester
GE May 2015 - Present
GE January 2013 - April 2015
Fidelity Investments June 2011 - August 2011
Mintz Levin June 2010 - August 2010
Boston College Economics Department September 2009 - May 2010
Asian American Civic Association September 2009 - May 2010
Skills
MS Office Suite, LaTeX, Stata, Spanish, Mandarin, Oracle E-Business Suite, OBIEE, Hyperion HFM, Finance, Leadership, Corporate Finance, Microsoft Office, Investments, Community Outreach, Data Analysis, Recruiting
Education
Boston College 2008 — 2012
BA, Economics, Mathematics, Pre-Law
Universidad Carlos III de Madrid 2010 — 2011
Study Abroad Program - Fall Semester
Jenn Pleus's Fidelity Investments Experience July 2010 - September 2012
Job Senior Product Manager at Raizlabs
Industry Financial Services
Experience
Raizlabs April 2014 - Present
Raizlabs August 2013 - Present
Raizlabs October 2012 - Present
Fidelity Investments July 2010 - September 2012
Code Red June 2009 - August 2009
Boston University May 2008 - September 2008
Skills
Agile Methodologies, C#, WPF, Java, Visual Studio, XML, Software Engineering, Silverlight, Scrum, .NET, Systems Analysis, C++, Mobile Applications, Mobile Phone Apps, CSS, Software Development
Education
Boston College 2006 — 2010
BA, Mathematics
Raizlabs April 2014 - Present
Raizlabs August 2013 - Present
Raizlabs October 2012 - Present
Fidelity Investments July 2010 - September 2012
Code Red June 2009 - August 2009
Boston University May 2008 - September 2008
Skills
Agile Methodologies, C#, WPF, Java, Visual Studio, XML, Software Engineering, Silverlight, Scrum, .NET, Systems Analysis, C++, Mobile Applications, Mobile Phone Apps, CSS, Software Development
Education
Boston College 2006 — 2010
BA, Mathematics
Jeannie Crane's Fidelity Investments Experience 1999 - 2002
Job Director of Marketing
Industry Marketing and Advertising
Experience
Peabody Properties, Inc. 2006 - 2015
Fidelity Investments (1998-2004) 2002 - 2004
Fidelity Investments 1999 - 2002
Fidelity Investments 1998 - 1999
Skills
Business Strategy, Project Management, Marketing Strategy, Marketing, Corporate Branding, Brand Awareness, Market Analysis, Budgets, Social Media Marketing, Apartments, Property Management, Real Estate, Leases, Real Estate Development, OneSite, Lease Administration, Investment Properties, Residential Homes, HUD, Affordable Housing, Real Estate Transactions, Property, Fair Housing, Real Estate License, Event Planning, LIHTC, Community Outreach
Education
Boston College
Peabody Properties, Inc. 2006 - 2015
Fidelity Investments (1998-2004) 2002 - 2004
Fidelity Investments 1999 - 2002
Fidelity Investments 1998 - 1999
Skills
Business Strategy, Project Management, Marketing Strategy, Marketing, Corporate Branding, Brand Awareness, Market Analysis, Budgets, Social Media Marketing, Apartments, Property Management, Real Estate, Leases, Real Estate Development, OneSite, Lease Administration, Investment Properties, Residential Homes, HUD, Affordable Housing, Real Estate Transactions, Property, Fair Housing, Real Estate License, Event Planning, LIHTC, Community Outreach
Education
Boston College
Kristen Gautreau Kristen Gautreau's Fidelity Investments Experience June 2003 - January 2007
Job Mid Market Territory Manager at EMC
Industry Information Technology and Services
Experience
EMC April 2011 - Present
EMC July 2009 - March 2011
EMC September 2008 - June 2009
Fidelity Investments June 2003 - January 2007
Skills
Customer Relations, Negotiation, Salesforce.com, Consultative Selling, Virtualization, Disaster Recovery, Cloud Computing, Account Management, Sales Process, Storage, Mentoring
Education
Boston College 1999 — 2003
BS, Economics, Marketing
Simmons College 2007 — 2008
Masters, Elementary Education
Westwood High School 1996 — 1999
EMC April 2011 - Present
EMC July 2009 - March 2011
EMC September 2008 - June 2009
Fidelity Investments June 2003 - January 2007
Skills
Customer Relations, Negotiation, Salesforce.com, Consultative Selling, Virtualization, Disaster Recovery, Cloud Computing, Account Management, Sales Process, Storage, Mentoring
Education
Boston College 1999 — 2003
BS, Economics, Marketing
Simmons College 2007 — 2008
Masters, Elementary Education
Westwood High School 1996 — 1999
Kelsey Steeves's Fidelity Investments Experience June 2015 - Present
Job Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments May 2013 - August 2013
Hingham Beer Works May 2012 - August 2012
Old Lyme Carousel Shop 2010 - 2011
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Economics, Senior
Florence University of the Arts
Fall Semester 2013
Notre Dame Academy 2007 — 2011
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments May 2013 - August 2013
Hingham Beer Works May 2012 - August 2012
Old Lyme Carousel Shop 2010 - 2011
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Economics, Senior
Florence University of the Arts
Fall Semester 2013
Notre Dame Academy 2007 — 2011
Kathy Hunt Kathy Hunt's Fidelity Investments Experience December 2012 - Present
Job Senior Relationship Manager
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
American Capital Energy December 2011 - December 2011
Fidelity Investments September 2008 - April 2010
Citi September 1997 - August 2007
Salomon Smith Barney 1996 - 1997
Skills
Solar Power, AML, Financial Crimes..., Commodity, Capital Markets, Project Finance, ACAMS member, Sanctions, BSA
Education
Boston College
BS, Marketing, Computer Science
Suffolk Law School
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Fidelity Investments December 2012 - Present
American Capital Energy December 2011 - December 2011
Fidelity Investments September 2008 - April 2010
Citi September 1997 - August 2007
Salomon Smith Barney 1996 - 1997
Skills
Solar Power, AML, Financial Crimes..., Commodity, Capital Markets, Project Finance, ACAMS member, Sanctions, BSA
Education
Boston College
BS, Marketing, Computer Science
Suffolk Law School
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Lisa Florence Wickersham's Fidelity Investments Experience 1992 - 1995
Job Advisory Panel at The Great Courses
Industry Hospitality
Experience
Wickersham's K-9 Ranch 2003 - Present
The Great Courses October 2013 - Present
Electronic Data Systems 2006 - 2007
Executive Service Corps of New England 2001 - 2003
KPMG 1999 - 2000
IBM 1995 - 1998
Fidelity Investments 1992 - 1995
Synetics Corporation 1990 - 1992
GTE Sylvania 1988 - 1990
Skills
Software Project..., Entrepreneurship, Change Management, Business Analysis, Management, Project Management, Team Building, Leadership, Research, Nonprofits, Strategic Planning, Strategy, Start-ups, Marketing, Process Improvement, Program Management
Education
Boston College 1980 — 1984
BS, Accounting & Computer Science
Boston University Questrom School of Business
Saugus High School
Saugus High School
Wickersham's K-9 Ranch 2003 - Present
The Great Courses October 2013 - Present
Electronic Data Systems 2006 - 2007
Executive Service Corps of New England 2001 - 2003
KPMG 1999 - 2000
IBM 1995 - 1998
Fidelity Investments 1992 - 1995
Synetics Corporation 1990 - 1992
GTE Sylvania 1988 - 1990
Skills
Software Project..., Entrepreneurship, Change Management, Business Analysis, Management, Project Management, Team Building, Leadership, Research, Nonprofits, Strategic Planning, Strategy, Start-ups, Marketing, Process Improvement, Program Management
Education
Boston College 1980 — 1984
BS, Accounting & Computer Science
Boston University Questrom School of Business
Saugus High School
Saugus High School
Jeff Pasqua's Fidelity Investments Experience May 2006 - June 2008
Job Senior Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2008 - Present
Fidelity Investments May 2006 - June 2008
Investors Bank and Trust June 2004 - May 2006
Skills
Financial Services, Business Analysis, Corporate Actions, Project Management, Operations Management, Mutual Funds, User Acceptance Testing, Business Requirements, Fund Accounting, Project Planning, SDLC, Reference Data, Process Redesign, Vendor Management, Implementation Planning, Regulatory Compliance, Anti Money Laundering, KYC, Private Banking, Financial Institutions, Agile & Waterfall..., Project Implementation, Project Delivery
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Boston College 2000 — 2004
BS, Finance
Brown Brothers Harriman July 2008 - Present
Fidelity Investments May 2006 - June 2008
Investors Bank and Trust June 2004 - May 2006
Skills
Financial Services, Business Analysis, Corporate Actions, Project Management, Operations Management, Mutual Funds, User Acceptance Testing, Business Requirements, Fund Accounting, Project Planning, SDLC, Reference Data, Process Redesign, Vendor Management, Implementation Planning, Regulatory Compliance, Anti Money Laundering, KYC, Private Banking, Financial Institutions, Agile & Waterfall..., Project Implementation, Project Delivery
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Boston College 2000 — 2004
BS, Finance
Lauren Pastore's Fidelity Investments Experience August 2012 - June 2014
Job Analyst at Avant Capital Partners
Industry Financial Services
Experience
Avant Capital Partners December 2014 - Present
Fidelity Investments August 2012 - June 2014
Boston College Woman's Rowing Team September 2011 - May 2012
France Ligne June 2011 - August 2011
Greenwich Glow March 2004 - December 2009
Greenwich Times November 2005 - June 2008
Skills
Mutual Funds, Microsoft Office, Series 7, Retirement Planning, Social Media, PowerPoint, Marketing, Series 63, Microsoft Excel, Retirement, Finance
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Psychology, Minor in History
University of John Cabot 2010 — 2010
Fall Semester Abroad in Rome, Italy
GHS
convent of the sacred heart
Avant Capital Partners December 2014 - Present
Fidelity Investments August 2012 - June 2014
Boston College Woman's Rowing Team September 2011 - May 2012
France Ligne June 2011 - August 2011
Greenwich Glow March 2004 - December 2009
Greenwich Times November 2005 - June 2008
Skills
Mutual Funds, Microsoft Office, Series 7, Retirement Planning, Social Media, PowerPoint, Marketing, Series 63, Microsoft Excel, Retirement, Finance
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Psychology, Minor in History
University of John Cabot 2010 — 2010
Fall Semester Abroad in Rome, Italy
GHS
convent of the sacred heart
Kathleen Simard, MBA's Fidelity Investments Experience April 2011 - December 2012
Job Sr. Project Manager Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2011 - December 2012
Fidelity Investments October 2007 - March 2010
Fidelity Investments June 2006 - October 2007
Fidelity Investments October 1999 - June 2006
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1997 - May 1998
Keystone Investments 1987 - 1997
Skills
SQL, Project Management, Agile Methodologies, Product Management, Software Documentation, Requirements Analysis, Requirements Gathering, Cross-functional Team..., Process Improvement, SaaS, Integration, Management, Software Project..., Testing, Databases, SDLC
Education
Nichols College
MBA, Business
Clark University 1997 — 1997
MCSE
Boston College
BS, Accounting
Fidelity Investments April 2011 - December 2012
Fidelity Investments October 2007 - March 2010
Fidelity Investments June 2006 - October 2007
Fidelity Investments October 1999 - June 2006
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1997 - May 1998
Keystone Investments 1987 - 1997
Skills
SQL, Project Management, Agile Methodologies, Product Management, Software Documentation, Requirements Analysis, Requirements Gathering, Cross-functional Team..., Process Improvement, SaaS, Integration, Management, Software Project..., Testing, Databases, SDLC
Education
Nichols College
MBA, Business
Clark University 1997 — 1997
MCSE
Boston College
BS, Accounting
Kevin McStravick's Fidelity Investments Experience August 2010 - Present
Job Fidelity Investments Corporate Training/Performance Consulting
Industry Professional Training & Coaching
Experience
Fidelity Investments August 2010 - Present
Fidelity Investments 2003 - 2010
Skills
Training & Development, Performance Consulting, Financial Markets
Education
Boston College 1998 — 2002
BS, Finance/Human Resource Management
Fidelity Investments August 2010 - Present
Fidelity Investments 2003 - 2010
Skills
Training & Development, Performance Consulting, Financial Markets
Education
Boston College 1998 — 2002
BS, Finance/Human Resource Management
Lourdes German's Fidelity Investments Experience 2008 - 2012
Job Visiting Fellow at Lincoln Institute of Land Policy & Director of the Civic Innovation Project
Industry Civic & Social Organization
Experience
Lincoln Institute of Land Policy 2015 - Present
The Civic Innovation Project 2015 - Present
Bond Index, Inc. 2013 - 2014
Breckinridge Capital Advisors 2012 - 2013
Northeastern University 2011 - 2012
Fidelity Investments 2008 - 2012
Locke Lord LLP (successor to Edwards Wildman) 2005 - 2008
Commonwealth of Massachusetts 2004 - 2005
Education
Boston University School of Law 2001 — 2004
Doctor of Law (JD)
Boston College 1997 — 2001
Bachelor of Arts (B.A.), Scholar of the College, Political Science and Government & Sociology
Lincoln Institute of Land Policy 2015 - Present
The Civic Innovation Project 2015 - Present
Bond Index, Inc. 2013 - 2014
Breckinridge Capital Advisors 2012 - 2013
Northeastern University 2011 - 2012
Fidelity Investments 2008 - 2012
Locke Lord LLP (successor to Edwards Wildman) 2005 - 2008
Commonwealth of Massachusetts 2004 - 2005
Education
Boston University School of Law 2001 — 2004
Doctor of Law (JD)
Boston College 1997 — 2001
Bachelor of Arts (B.A.), Scholar of the College, Political Science and Government & Sociology
Kristie Ward's Fidelity Investments Experience 2001 - 2004
Job Writing and Editing Consultant and Contractor
Industry Writing and Editing
Experience
Balance Studio Cohasset Director of CommunicationsFidelity Management Trust Company2002 - 2004
Fidelity Investments 2001 - 2004
Skills
Strategic Communications, Corporate Communications, Press Releases, Social Media, Media Relations, Editing
Education
Boston College 1990 — 1994
Bachelor of Arts (B.A.), English
Boston University
Balance Studio Cohasset Director of CommunicationsFidelity Management Trust Company2002 - 2004
Fidelity Investments 2001 - 2004
Skills
Strategic Communications, Corporate Communications, Press Releases, Social Media, Media Relations, Editing
Education
Boston College 1990 — 1994
Bachelor of Arts (B.A.), English
Boston University
Lauren Premerlani's Fidelity Investments Experience 2000 - 2002
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2002 - Present
Fidelity Investments 2000 - 2002
Education
Boston College 1996 — 2000
BS, Finance
Goldman Sachs October 2002 - Present
Fidelity Investments 2000 - 2002
Education
Boston College 1996 — 2000
BS, Finance
Kevin Papagelis's Fidelity Investments Experience June 1997 - Present
Job Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1997 - Present
Banyan Systems 1996 - 1997
Information Resources 1992 - 1996
Data General 1989 - 1992
Skills
SOA, .NET, SDLC, Enterprise Architecture, Web Services, Application Architecture, XML, Software Development, SQL, C#, Java, Microsoft SQL Server, SOAP, Architecture, UML, Agile Methodologies, Java Enterprise Edition
Education
Boston University 1995 — 2000
Masters, Computer Science
Boston College 1985 — 1989
BS, Computer Science
Fidelity Investments June 1997 - Present
Banyan Systems 1996 - 1997
Information Resources 1992 - 1996
Data General 1989 - 1992
Skills
SOA, .NET, SDLC, Enterprise Architecture, Web Services, Application Architecture, XML, Software Development, SQL, C#, Java, Microsoft SQL Server, SOAP, Architecture, UML, Agile Methodologies, Java Enterprise Edition
Education
Boston University 1995 — 2000
Masters, Computer Science
Boston College 1985 — 1989
BS, Computer Science
Jonathan Gates's Fidelity Investments Experience March 2006 - Present
Job Web Sales & Service at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2006 - Present
FleetBoston Financial April 1998 - October 2004
BankBoston October 1996 - April 1998
BayBank Systems, Inc June 1993 - October 1996
Skills
Relationship Management, Internet Banking, Financial Services
Education
Boston College 1990 — 1993
MBA, Marketing
Boston College 1981 — 1985
BA, Communications
Trinity School
Fidelity Investments March 2006 - Present
FleetBoston Financial April 1998 - October 2004
BankBoston October 1996 - April 1998
BayBank Systems, Inc June 1993 - October 1996
Skills
Relationship Management, Internet Banking, Financial Services
Education
Boston College 1990 — 1993
MBA, Marketing
Boston College 1981 — 1985
BA, Communications
Trinity School
Julie Madjar's Fidelity Investments Experience 1999 - 2002
Job Sr Compensation Specialist at Akamai Technologies
Industry Information Technology and Services
Experience
Akamai Technologies May 2014 - Present
Boston Ballet Volunteer Association 2009 - Present
Pioneer Investments 2002 - April 2014
Fidelity Investments 1999 - 2002
Skills
Deferred Compensation, Base Pay Administration, Compensation Structures, Salary Review, Incentive Programs, Performance Management, Job Evaluation, HRIS, Human Resources, Talent Acquisition, Compensation
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Organizational Behavior Studies
Boston College
Akamai Technologies May 2014 - Present
Boston Ballet Volunteer Association 2009 - Present
Pioneer Investments 2002 - April 2014
Fidelity Investments 1999 - 2002
Skills
Deferred Compensation, Base Pay Administration, Compensation Structures, Salary Review, Incentive Programs, Performance Management, Job Evaluation, HRIS, Human Resources, Talent Acquisition, Compensation
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Organizational Behavior Studies
Boston College
Liz Taranto Millett's Fidelity Investments Experience 2004 - 2005
Job Valley Dental Care
Industry Financial Services
Experience
Mercatus November 2006 - September 2011
Fidelity Investments 2004 - 2005
Accenture 1997 - 2004
Education
Boston College 1993 — 1997
Mercatus November 2006 - September 2011
Fidelity Investments 2004 - 2005
Accenture 1997 - 2004
Education
Boston College 1993 — 1997
Lesley Lane's Fidelity Investments Experience August 2007 - Present
Job Director, Acquisition Alliances at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Corporate Software Inc 1995 - 2003
The Future Now 1994 - 1995
Copley Systems 1993 - 1994
Skills
Vendor Management, Cross-functional Team..., Product Management, CRM, Strategy, Salesforce.com, Enterprise Software, Process Improvement, Strategic Partnerships, Professional Services, Competitive Analysis, Analytics, Executive Management, Account Management, Business Intelligence, Financial Services, Business Development, Business Process..., E-commerce, Program Management, Leadership, Go-to-market Strategy, Management, Product Marketing, Outsourcing, Cloud Computing, Solution Selling, Start-ups, SaaS, Business Analysis, Lead Generation
Education
Boston College 1984 — 1988
BS, Economics
Stamford Catholic High School 1980 — 1984
Fidelity Investments August 2007 - Present
Corporate Software Inc 1995 - 2003
The Future Now 1994 - 1995
Copley Systems 1993 - 1994
Skills
Vendor Management, Cross-functional Team..., Product Management, CRM, Strategy, Salesforce.com, Enterprise Software, Process Improvement, Strategic Partnerships, Professional Services, Competitive Analysis, Analytics, Executive Management, Account Management, Business Intelligence, Financial Services, Business Development, Business Process..., E-commerce, Program Management, Leadership, Go-to-market Strategy, Management, Product Marketing, Outsourcing, Cloud Computing, Solution Selling, Start-ups, SaaS, Business Analysis, Lead Generation
Education
Boston College 1984 — 1988
BS, Economics
Stamford Catholic High School 1980 — 1984
Ken Welsh's Fidelity Investments Experience July 2005 - May 2006
Job Director Business Analytics at Manheim
Industry Marketing and Advertising
Experience
Manheim March 2014 - Present
AutoTrader.com December 2010 - March 2014
AutoTrader.com September 2007 - December 2010
AutoTrader.com May 2006 - September 2007
Fidelity Investments July 2005 - May 2006
Fidelity Investments December 2001 - June 2004
Fidelity Investments December 1999 - June 2001
Fidelity Investments September 1998 - December 1999
Fidelity Investments December 1997 - August 1998
Mad Maggie's October 1994 - October 1997
Skills
Forecasting, Budgets, Analysis, Sales, Leadership, Management, Finance, Sales Operations, Sales Management, Access, CRM, Strategy, Financial Analysis, Corporate Budgeting, Financial Forecasting, Reporting & Analysis, Executive Reporting, Business Analysis, Team Leadership, Process Improvement, Microsoft Excel, Essbase, Microstrategy
Education
Boston College
B.A, Management & Accounting
Daycroft 1985 — 1988
High School Diploma, General Studies
Manheim March 2014 - Present
AutoTrader.com December 2010 - March 2014
AutoTrader.com September 2007 - December 2010
AutoTrader.com May 2006 - September 2007
Fidelity Investments July 2005 - May 2006
Fidelity Investments December 2001 - June 2004
Fidelity Investments December 1999 - June 2001
Fidelity Investments September 1998 - December 1999
Fidelity Investments December 1997 - August 1998
Mad Maggie's October 1994 - October 1997
Skills
Forecasting, Budgets, Analysis, Sales, Leadership, Management, Finance, Sales Operations, Sales Management, Access, CRM, Strategy, Financial Analysis, Corporate Budgeting, Financial Forecasting, Reporting & Analysis, Executive Reporting, Business Analysis, Team Leadership, Process Improvement, Microsoft Excel, Essbase, Microstrategy
Education
Boston College
B.A, Management & Accounting
Daycroft 1985 — 1988
High School Diploma, General Studies
Jay Rothstein's Fidelity Investments Experience January 2009 - Present
Job Director Business Intelligence
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity Investments March 2008 - January 2009
Fidelity Investments November 1996 - February 2008
Video Signals September 1994 - November 1996
MIL Electronics February 1979 - September 1994
Skills
Business Process..., Business Analysis, Management, Analysis, Analytics, Six Sigma, Training, Change Management, Process Improvement, Project Management, Financial Services, Requirements Gathering, Vendor Management, Operations Management, Cross-functional Team..., Business Intelligence, Program Management
Education
Boston College 1985 — 1990
BS, Business Administration
Fidelity Investments January 2009 - Present
Fidelity Investments March 2008 - January 2009
Fidelity Investments November 1996 - February 2008
Video Signals September 1994 - November 1996
MIL Electronics February 1979 - September 1994
Skills
Business Process..., Business Analysis, Management, Analysis, Analytics, Six Sigma, Training, Change Management, Process Improvement, Project Management, Financial Services, Requirements Gathering, Vendor Management, Operations Management, Cross-functional Team..., Business Intelligence, Program Management
Education
Boston College 1985 — 1990
BS, Business Administration
J.R. Dehring's Fidelity Investments Experience July 2009 - June 2013
Job Director, Finance at IGS Energy
Industry Oil & Energy
Experience
IGS Energy June 2013 - Present
Fidelity Investments July 2009 - June 2013
Grant Thornton LLP October 2004 - July 2009
PricewaterhouseCoopers June 2002 - October 2004
Skills
SEC filings, Tax, Accounting, Sarbanes-Oxley Act, Internal Controls, GAAP, Corporate Tax, Financial Reporting, US GAAP, Income Tax, CPA, Tax Research, Tax Accounting, Financial Accounting, International Tax, Consolidation, Financial Statements, Tax Preparation, Revenue Recognition
Education
Northeastern University - Graduate School of Business Administration 2007 — 2011
Masters of Science in Taxation, MST
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Masters of Science in Accounting, MSA
Boston College 1999 — 2003
Bachelors of Science, Finance & Accounting
IGS Energy June 2013 - Present
Fidelity Investments July 2009 - June 2013
Grant Thornton LLP October 2004 - July 2009
PricewaterhouseCoopers June 2002 - October 2004
Skills
SEC filings, Tax, Accounting, Sarbanes-Oxley Act, Internal Controls, GAAP, Corporate Tax, Financial Reporting, US GAAP, Income Tax, CPA, Tax Research, Tax Accounting, Financial Accounting, International Tax, Consolidation, Financial Statements, Tax Preparation, Revenue Recognition
Education
Northeastern University - Graduate School of Business Administration 2007 — 2011
Masters of Science in Taxation, MST
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Masters of Science in Accounting, MSA
Boston College 1999 — 2003
Bachelors of Science, Finance & Accounting
Jennifer Connors's Fidelity Investments Experience 1994 - 1997
Job Bloomberg Portfolio and Risk
Industry Investment Management
Experience
Bloomberg February 2009 - Present
Deutsche Asset Management October 2004 - January 2009
International Securities Exchange 2003 - 2004
Deutsche Asset Management 2002 - 2002
UBS 2000 - 2002
Deutsche Bank 1999 - 2000
Fidelity Investments 1994 - 1997
Skills
Capital Markets, Equities, Asset Managment
Education
Georgetown University - The McDonough School of Business 1997 — 1999
University of Oxford 1998 — 1998
Boston College 1990 — 1994
Niskayuna High School
Bloomberg February 2009 - Present
Deutsche Asset Management October 2004 - January 2009
International Securities Exchange 2003 - 2004
Deutsche Asset Management 2002 - 2002
UBS 2000 - 2002
Deutsche Bank 1999 - 2000
Fidelity Investments 1994 - 1997
Skills
Capital Markets, Equities, Asset Managment
Education
Georgetown University - The McDonough School of Business 1997 — 1999
University of Oxford 1998 — 1998
Boston College 1990 — 1994
Niskayuna High School
Kevin O'Toole's Fidelity Investments Experience January 1990 - December 2001
Job Experienced Business and Technical Professional, currently a Director at Microsoft
Industry Information Technology and Services
Experience
Microsoft April 2014 - Present
Nokia August 2008 - April 2014
CIBER February 2006 - July 2008
SunGard January 2003 - November 2005
Fidelity Investments January 1990 - December 2001
Merrill Lynch January 1985 - December 1989
Skills
Agile Methodologies, CMMI, Software Project..., PMI, SDLC, Requirements Analysis, PMO, Testing, Team Management, Strategy, Project Planning, Scrum, Project Management, PMP, Process Improvement, Integration, IT Service Management, Cross-functional Team..., Program Management, Software Development, Vendor Management, ITIL, Leadership, Mobile Devices, Start-ups, Telecommunications, E-commerce, Business Analysis, Product Management, Business Intelligence, IT Management, IT Strategy, Business Process, Solution Architecture, Pre-sales
Education
Balanced Scorecard Boot Camp 2010 — 2010
Boston College 1979 — 1983
Finance
Catholic Memorial
Microsoft April 2014 - Present
Nokia August 2008 - April 2014
CIBER February 2006 - July 2008
SunGard January 2003 - November 2005
Fidelity Investments January 1990 - December 2001
Merrill Lynch January 1985 - December 1989
Skills
Agile Methodologies, CMMI, Software Project..., PMI, SDLC, Requirements Analysis, PMO, Testing, Team Management, Strategy, Project Planning, Scrum, Project Management, PMP, Process Improvement, Integration, IT Service Management, Cross-functional Team..., Program Management, Software Development, Vendor Management, ITIL, Leadership, Mobile Devices, Start-ups, Telecommunications, E-commerce, Business Analysis, Product Management, Business Intelligence, IT Management, IT Strategy, Business Process, Solution Architecture, Pre-sales
Education
Balanced Scorecard Boot Camp 2010 — 2010
Boston College 1979 — 1983
Finance
Catholic Memorial
Katie Fast's Fidelity Investments Experience 1996 - 1997
Job fixed income group at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox 2003 - Present
RCM 1997 - 2002
Fidelity Investments 1996 - 1997
Bloomberg 1995 - 1996
Education
Boston College 1991 — 1995
BS, Marketing / Finance
cfa institute
CFA
Dodge & Cox 2003 - Present
RCM 1997 - 2002
Fidelity Investments 1996 - 1997
Bloomberg 1995 - 1996
Education
Boston College 1991 — 1995
BS, Marketing / Finance
cfa institute
CFA
Lawrence Petrone, CFA's Fidelity Investments Experience September 1996 - October 2002
Job Director of Product Consulting & Research at kasina
Industry Investment Management
Experience
kasina January 2015 - Present
kasina February 2012 - December 2014
Financial Research Corporation September 2009 - January 2012
WR Hambrecht + Co February 2008 - April 2009
TheStreet.com Ratings May 2007 - January 2008
America's Growth Capital November 2006 - April 2007
Walden Brook Capital Partners, LLC May 2005 - August 2006
Decision Economics September 2003 - June 2005
Fidelity Investments September 1996 - October 2002
The Boston Company July 1986 - August 1996
Skills
Investments, Equities, Financial Services, Hedge Funds, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Equity Research, Alternative Investments, Fixed Income, Investment Strategies, Asset Management, ETFs, Competitive Analysis, Investment Management, Finance, Market Research, Bonds, Financial Modeling
Education
Boston College 1978 — 1979
Master of Arts (M.A.), Masters of Education
Gordon College 1973 — 1977
Bachelor of Arts, History
kasina January 2015 - Present
kasina February 2012 - December 2014
Financial Research Corporation September 2009 - January 2012
WR Hambrecht + Co February 2008 - April 2009
TheStreet.com Ratings May 2007 - January 2008
America's Growth Capital November 2006 - April 2007
Walden Brook Capital Partners, LLC May 2005 - August 2006
Decision Economics September 2003 - June 2005
Fidelity Investments September 1996 - October 2002
The Boston Company July 1986 - August 1996
Skills
Investments, Equities, Financial Services, Hedge Funds, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Equity Research, Alternative Investments, Fixed Income, Investment Strategies, Asset Management, ETFs, Competitive Analysis, Investment Management, Finance, Market Research, Bonds, Financial Modeling
Education
Boston College 1978 — 1979
Master of Arts (M.A.), Masters of Education
Gordon College 1973 — 1977
Bachelor of Arts, History
Kevin Marsh, CIMA's Fidelity Investments Experience January 1996 - March 2005
Job Regional Vice President at Invesco PowerShares
Industry Financial Services
Experience
Invesco PowerShares April 2005 - Present
Fidelity Investments January 1996 - March 2005
Skills
ETFs, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Strategies, Retirement, Wealth Management
Education
Boston College 1982 — 1986
BS, Quantitative Analysis
Invesco PowerShares April 2005 - Present
Fidelity Investments January 1996 - March 2005
Skills
ETFs, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Strategies, Retirement, Wealth Management
Education
Boston College 1982 — 1986
BS, Quantitative Analysis
Kevin Grimm's Fidelity Investments Experience October 2012 - Present
Job Regional Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Joseph Gunnar & Co., LLC June 2007 - September 2010
Fidelity Investments June 2003 - February 2007
UBS Wealth Management February 2001 - June 2003
Paine Webber September 1998 - February 2001
PaineWebber Inc. September 1997 - September 1998
PaineWebber Inc August 1993 - September 1997
Dean Witter January 1991 - August 1993
Kidder, Peabody & Company Inc, November 1980 - December 1990
Skills
Equities, Fixed Income, Capital Markets, Series 7, Options, Equity Research, Securities, Series 63, Wealth Management, Options Strategies, Alternative Investments, Sales Management, Coaching, Research, Customer Relations, Compliance, Problem Solving
Education
Boston College 1976 — 1980
BA, Economics
Fidelity Investments October 2012 - Present
Joseph Gunnar & Co., LLC June 2007 - September 2010
Fidelity Investments June 2003 - February 2007
UBS Wealth Management February 2001 - June 2003
Paine Webber September 1998 - February 2001
PaineWebber Inc. September 1997 - September 1998
PaineWebber Inc August 1993 - September 1997
Dean Witter January 1991 - August 1993
Kidder, Peabody & Company Inc, November 1980 - December 1990
Skills
Equities, Fixed Income, Capital Markets, Series 7, Options, Equity Research, Securities, Series 63, Wealth Management, Options Strategies, Alternative Investments, Sales Management, Coaching, Research, Customer Relations, Compliance, Problem Solving
Education
Boston College 1976 — 1980
BA, Economics
Kelly Regan Guterl's Fidelity Investments Experience September 2005 - February 2009
Job Senior Manager, Human Capital at EY
Industry Financial Services
Experience
EY October 2011 - Present
Ernst & Young March 2009 - October 2011
Fidelity Investments September 2005 - February 2009
Ernst & Young October 2001 - September 2005
Skills
Financial Services, Strategic Planning, Human Capital, Talent Acquisition
Education
Boston College Law School 1999 — 2001
Juris Doctor
Boston College 1993 — 1997
BA, Psychology
Cranston High School West 1990 — 1993
EY October 2011 - Present
Ernst & Young March 2009 - October 2011
Fidelity Investments September 2005 - February 2009
Ernst & Young October 2001 - September 2005
Skills
Financial Services, Strategic Planning, Human Capital, Talent Acquisition
Education
Boston College Law School 1999 — 2001
Juris Doctor
Boston College 1993 — 1997
BA, Psychology
Cranston High School West 1990 — 1993
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
Jeff Nelson, CFA's Fidelity Investments Experience 1993 - 1996
Job Partner, Institutional Investor Relations at Kopernik Global Investors, LLC
Industry Investment Management
Experience
Kopernik Global Investors, LLC April 2014 - Present
Marathon Asset Management January 2013 - February 2014
TCW Group November 2007 - January 2013
U.S. Trust 2003 - 2007
Times Square Capital Mgt. (TSCM/CIGNA) April 2000 - December 2003
Scudder Investments July 1998 - March 2000
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1996
Skills
Investments, Alternative Investments, New Business Development, Hedge Funds, Asset Management, Fixed Income, Equities, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Asset Allocation, Capital Markets, Series 63, Private Equity, Investment Advisory, Asset Managment, Valuation, Wealth Management, ETFs, Bloomberg, Equity Research, Securities, Financial Services, Financial Modeling, Separately Managed...
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
B.S., Economics/Finance (Double-major)
Kopernik Global Investors, LLC April 2014 - Present
Marathon Asset Management January 2013 - February 2014
TCW Group November 2007 - January 2013
U.S. Trust 2003 - 2007
Times Square Capital Mgt. (TSCM/CIGNA) April 2000 - December 2003
Scudder Investments July 1998 - March 2000
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1996
Skills
Investments, Alternative Investments, New Business Development, Hedge Funds, Asset Management, Fixed Income, Equities, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Asset Allocation, Capital Markets, Series 63, Private Equity, Investment Advisory, Asset Managment, Valuation, Wealth Management, ETFs, Bloomberg, Equity Research, Securities, Financial Services, Financial Modeling, Separately Managed...
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
B.S., Economics/Finance (Double-major)
Joshua Person's Fidelity Investments Experience May 2015 - Present
Job Director: Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments August 2012 - May 2015
Fidelity Investments February 2007 - August 2012
Ernst & Young February 2006 - February 2007
Goldman Sachs July 1999 - February 2006
State Street February 1998 - July 1999
Skills
Financial Services, Risk Management, Project Management, Internal Controls, Accounting, Operational Risk, Financial Modeling, Business Process..., Strategic Financial..., Risk Assessment, Risk Analysis, Business Analysis, Financial Risk, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Master of Business Administration (M.B.A.), Finance
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Berkshire School 1989 — 1993
Fidelity Investments May 2015 - Present
Fidelity Investments August 2012 - May 2015
Fidelity Investments February 2007 - August 2012
Ernst & Young February 2006 - February 2007
Goldman Sachs July 1999 - February 2006
State Street February 1998 - July 1999
Skills
Financial Services, Risk Management, Project Management, Internal Controls, Accounting, Operational Risk, Financial Modeling, Business Process..., Strategic Financial..., Risk Assessment, Risk Analysis, Business Analysis, Financial Risk, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Master of Business Administration (M.B.A.), Finance
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Berkshire School 1989 — 1993
John Mullin's Fidelity Investments Experience May 2000 - September 2005
Job Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2005 - Present
Fidelity Investments May 2000 - September 2005
King Keller, Inc September 1986 - April 2000
Skills
Business Analysis, Strategy, Competitive Analysis, Analytics, Strategic Planning, Business Development, Competitive Intelligence, Market Research, Marketing Strategy, Product Management, Series 7, Mutual Funds, Financial Services
Education
Boston College 1980 — 1984
Economics, Economics
Pershing, a BNY Mellon company September 2005 - Present
Fidelity Investments May 2000 - September 2005
King Keller, Inc September 1986 - April 2000
Skills
Business Analysis, Strategy, Competitive Analysis, Analytics, Strategic Planning, Business Development, Competitive Intelligence, Market Research, Marketing Strategy, Product Management, Series 7, Mutual Funds, Financial Services
Education
Boston College 1980 — 1984
Economics, Economics
Jennifer Fo's Fidelity Investments Experience August 2009 - Present
Job Equity Research Analyst
Industry Financial Services
Experience
Fidelity Investments August 2009 - Present
Citi June 2008 - August 2008
Boston College 2007 - 2007
Education
Boston College 2005 — 2009
BS, Finance
The Hong Kong University of Science and Technology 2008 — 2008
NA, finance
Fidelity Investments August 2009 - Present
Citi June 2008 - August 2008
Boston College 2007 - 2007
Education
Boston College 2005 — 2009
BS, Finance
The Hong Kong University of Science and Technology 2008 — 2008
NA, finance
Katlyn May's Fidelity Investments Experience May 2004 - Present
Job Director of Research Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2004 - Present
Bain Capital May 2001 - April 2004
Education
Simmons College 1998 — 2000
MS, Library & Information Science
Boston College 1991 — 1995
BA
Fidelity Investments May 2004 - Present
Bain Capital May 2001 - April 2004
Education
Simmons College 1998 — 2000
MS, Library & Information Science
Boston College 1991 — 1995
BA
Ken Bondurant's Fidelity Investments Experience 1995 - 2007
Job Project Management
Industry Information Technology and Services
Experience
ProBuild January 2007 - December 2010
Fidelity Investments 1995 - 2007
Education
Boston College
Masters, Advance Adminstrative Sudies
University of Toledo
BS, Electronic Engineering
ProBuild January 2007 - December 2010
Fidelity Investments 1995 - 2007
Education
Boston College
Masters, Advance Adminstrative Sudies
University of Toledo
BS, Electronic Engineering
Janet Lorden's Fidelity Investments Experience September 2010 - June 2012
Job Executive Director at STEM Garden Institute
Industry Nonprofit Organization Management
Experience
STEM Garden Institute September 2011 - Present
Fidelity Investments September 2010 - June 2012
American Day Spa February 2001 - November 2010
Fidelity Investments January 1996 - November 2008
Skills
Mutual Funds, Financial Services, Strategy, Securities, Portfolio Management, Entrepreneurship, Retirement, Marketing, Fixed Income, Asset Managment, Series 7, Risk Management, Investments, Insurance, Mergers & Acquisitions, Asset Management, Finance, Leadership, Public Speaking, Strategic Planning, Management, Project Management, Nonprofits, Program Management, Customer Service
Education
Boston College 1985 — 1989
BS, Finance
STEM Garden Institute September 2011 - Present
Fidelity Investments September 2010 - June 2012
American Day Spa February 2001 - November 2010
Fidelity Investments January 1996 - November 2008
Skills
Mutual Funds, Financial Services, Strategy, Securities, Portfolio Management, Entrepreneurship, Retirement, Marketing, Fixed Income, Asset Managment, Series 7, Risk Management, Investments, Insurance, Mergers & Acquisitions, Asset Management, Finance, Leadership, Public Speaking, Strategic Planning, Management, Project Management, Nonprofits, Program Management, Customer Service
Education
Boston College 1985 — 1989
BS, Finance
Jessica Bolster's Fidelity Investments Experience June 2006 - March 2008
Job Trading/Investment Operations Analyst at The Baupost Group
Industry Investment Management
Experience
The Baupost Group January 2014 - Present
Geode Capital Management May 2013 - January 2014
Geode Capital Management June 2011 - May 2013
Geode Capital Management March 2008 - June 2011
Fidelity Investments June 2006 - March 2008
Education
Boston College 2007 — 2011
MBA, Asset Management
Bryant University 2002 — 2006
BSBA, Finance
Universidad Internacional Menéndez Pelayo 2004 — 2004
Study Abroad
The Baupost Group January 2014 - Present
Geode Capital Management May 2013 - January 2014
Geode Capital Management June 2011 - May 2013
Geode Capital Management March 2008 - June 2011
Fidelity Investments June 2006 - March 2008
Education
Boston College 2007 — 2011
MBA, Asset Management
Bryant University 2002 — 2006
BSBA, Finance
Universidad Internacional Menéndez Pelayo 2004 — 2004
Study Abroad
Jeany Stewart Burke's Fidelity Investments Experience 1994 - 1997
Job Broker at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker May 2007 - Present
COLDWELL BANKER RESIDENTIAL BROKERAGE 2007 - Present
boston scientific 1996 - 2006
Boston Scientific August 1996 - April 2005
Fidelity Investments 1994 - 1997
Dana Farber Cancer Institute 1981 - 1986
Skills
First Time Home Buyers, Listings, Real Estate, Relocation, Marketing Strategy, Sellers, Single Family Homes, Senior Real Estate, Buyer Representation, Condos
Education
Boston College 1974 — 1976
M.Ed., early childhood
Ohio Wesleyan University 1970 — 1974
BA, Child Development
Ridgewood High School 1967 — 1970
Coldwell Banker May 2007 - Present
COLDWELL BANKER RESIDENTIAL BROKERAGE 2007 - Present
boston scientific 1996 - 2006
Boston Scientific August 1996 - April 2005
Fidelity Investments 1994 - 1997
Dana Farber Cancer Institute 1981 - 1986
Skills
First Time Home Buyers, Listings, Real Estate, Relocation, Marketing Strategy, Sellers, Single Family Homes, Senior Real Estate, Buyer Representation, Condos
Education
Boston College 1974 — 1976
M.Ed., early childhood
Ohio Wesleyan University 1970 — 1974
BA, Child Development
Ridgewood High School 1967 — 1970
Kimberley Krowchun's Fidelity Investments Experience June 2015 - Present
Job Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2012 - June 2015
Fidelity Investments May 2010 - January 2012
Fidelity Investments December 2008 - May 2010
Fidelity Investments July 2008 - November 2008
Fidelity Investments September 2007 - July 2008
Boston College Office of University Advancement May 2006 - May 2007
Education
Suffolk University Law School 2010 — 2014
Juris Doctor (J.D.)
Boston College 2004 — 2007
Bachelor of Arts, History
Northeastern University 2003 — 2004
Fidelity Investments June 2015 - Present
Fidelity Investments January 2012 - June 2015
Fidelity Investments May 2010 - January 2012
Fidelity Investments December 2008 - May 2010
Fidelity Investments July 2008 - November 2008
Fidelity Investments September 2007 - July 2008
Boston College Office of University Advancement May 2006 - May 2007
Education
Suffolk University Law School 2010 — 2014
Juris Doctor (J.D.)
Boston College 2004 — 2007
Bachelor of Arts, History
Northeastern University 2003 — 2004
Lynn Gannon's Fidelity Investments Experience 2010 - Present
Job Vice President, Marketing Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Fidelity Investments 2007 - 2010
Education
Boston College
Bachelor of Arts, Education
Fidelity Investments 2010 - Present
Fidelity Investments 2007 - 2010
Education
Boston College
Bachelor of Arts, Education
Jennifer McDermott Lance's Fidelity Investments Experience 1994 - 2003
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments 1994 - 2003
University Of Maryland, College Park 1991 - 1994
Skills
Process Improvement, Project Management, Social Media, Microsoft Office, Customer Service, Business Analysis, Team Building, Budgets
Education
University of Maryland College Park 1989 — 1992
MA, Government & Politics
Boston College 1986 — 1988
BA, History
Loyola University New Orleans 1984 — 1986
Communications
Fidelity Investments 1994 - 2003
University Of Maryland, College Park 1991 - 1994
Skills
Process Improvement, Project Management, Social Media, Microsoft Office, Customer Service, Business Analysis, Team Building, Budgets
Education
University of Maryland College Park 1989 — 1992
MA, Government & Politics
Boston College 1986 — 1988
BA, History
Loyola University New Orleans 1984 — 1986
Communications
John Heineman's Fidelity Investments Experience 1995 - Present
Job Vice President at Fidelity
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
Lotus Development 1988 - 1992
Henco Software 1983 - 1988
Education
Boston College 1980 — 1984
BS, Mathematics, Computer Science
Fidelity Investments 1995 - Present
Lotus Development 1988 - 1992
Henco Software 1983 - 1988
Education
Boston College 1980 — 1984
BS, Mathematics, Computer Science
Louis Salemy's Fidelity Investments Experience 1992 - 2005
Job LecturerUndergraduate School of Management at Boston College, Finance
Industry Investment Management
Experience
Boston College May 2013 - Present
MTS Capital September 2005 - Present
Fidelity Investments 1992 - 2005
Loomis Sayles 1989 - 1992
Touche Ross 1984 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Boston College 1980 — 1984
MS, Accounting
Boston College May 2013 - Present
MTS Capital September 2005 - Present
Fidelity Investments 1992 - 2005
Loomis Sayles 1989 - 1992
Touche Ross 1984 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Boston College 1980 — 1984
MS, Accounting
Lori Courtney's Fidelity Investments Experience June 1999 - June 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments June 1999 - June 2000
Chase Global Funds Services Company 1994 - 1999
Education
Boston College
A.B., English
Fidelity Investments June 1999 - June 2000
Chase Global Funds Services Company 1994 - 1999
Education
Boston College
A.B., English
Jylanne Dunne's Fidelity Investments Experience January 2011 - Present
Job SVP of Practice Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments April 2007 - January 2011
BISYS Fund Services 2000 - 2007
Skills
Series 7, Securities, Series 63, Mutual Funds, Financial Services
Education
Boston College 1977 — 1981
Fidelity Investments January 2011 - Present
Fidelity Investments April 2007 - January 2011
BISYS Fund Services 2000 - 2007
Skills
Series 7, Securities, Series 63, Mutual Funds, Financial Services
Education
Boston College 1977 — 1981
Jeremy Sun's Fidelity Investments Experience December 2012 - Present
Job Senior Software Engineer/Oracle Business Intelligence Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments May 2004 - December 2012
Fidelity Investments July 2002 - May 2004
Fidelity Investments September 2001 - June 2002
Skills
Business Intelligence, Business Objects, Project Management, Data Analysis, Financial Analysis, SQL, Information Technology, Data Warehousing, Business Efficiency, Essbase, CPP, Oracle Applications, Financial Modeling, Access, Microsoft Excel, Business Analysis
Education
Boston College 1997 — 2001
Bachelor of Science (B.S.), Economics
Fidelity Investments December 2012 - Present
Fidelity Investments May 2004 - December 2012
Fidelity Investments July 2002 - May 2004
Fidelity Investments September 2001 - June 2002
Skills
Business Intelligence, Business Objects, Project Management, Data Analysis, Financial Analysis, SQL, Information Technology, Data Warehousing, Business Efficiency, Essbase, CPP, Oracle Applications, Financial Modeling, Access, Microsoft Excel, Business Analysis
Education
Boston College 1997 — 2001
Bachelor of Science (B.S.), Economics
Joseph Marinilli's Fidelity Investments Experience April 2013 - Present
Job Vice President, Sales Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments May 2007 - April 2013
Deloitte June 1998 - May 2007
Skills
PMP, SDLC, PMO, Software Project..., Vendor Management
Education
Boston College 1987 — 1991
Fidelity Investments April 2013 - Present
Fidelity Investments May 2007 - April 2013
Deloitte June 1998 - May 2007
Skills
PMP, SDLC, PMO, Software Project..., Vendor Management
Education
Boston College 1987 — 1991
Laura Hogan's Fidelity Investments Experience June 2010 - August 2010
Job Customer Experience Business Analyst, Customer Advocacy at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance June 2015 - Present
Ernst & Young September 2011 - June 2015
Fidelity Investments June 2010 - August 2010
Skills
Financial Analysis, Project Management, Financial Modeling, Financial Services, PowerPoint, Investments
Education
Boston College Wallace E. Carroll School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance, Marketing
University of New South Wales 2009 — 2009
Study Abroad Program, Finance
Liberty Mutual Insurance June 2015 - Present
Ernst & Young September 2011 - June 2015
Fidelity Investments June 2010 - August 2010
Skills
Financial Analysis, Project Management, Financial Modeling, Financial Services, PowerPoint, Investments
Education
Boston College Wallace E. Carroll School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance, Marketing
University of New South Wales 2009 — 2009
Study Abroad Program, Finance
Jeff Dziama's Fidelity Investments Experience 2002 - 2004
Job
Industry
Experience
J.P. Morgan Private Bank 2010 - Present
Marquis Jet Partners 2005 - 2010
Fidelity Investments 2002 - 2004
Education
Boston College
J.P. Morgan Private Bank 2010 - Present
Marquis Jet Partners 2005 - 2010
Fidelity Investments 2002 - 2004
Education
Boston College
Jim Mattera's Fidelity Investments Experience October 1998 - August 2004
Job Regional Director at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Services September 2012 - Present
ICMA-RC 2005 - January 2012
Fidelity Investments October 1998 - August 2004
Allmerica Financial September 1983 - September 1998
New England Life January 1981 - August 1983
Lincoln National August 1976 - December 1980
Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management
Education
Boston College 1971 — 1973
M.A, American History
Boston College 1967 — 1971
A.B., History
CBIZ Retirement Services September 2012 - Present
ICMA-RC 2005 - January 2012
Fidelity Investments October 1998 - August 2004
Allmerica Financial September 1983 - September 1998
New England Life January 1981 - August 1983
Lincoln National August 1976 - December 1980
Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management
Education
Boston College 1971 — 1973
M.A, American History
Boston College 1967 — 1971
A.B., History
Jonson Tsai's Fidelity Investments Experience July 2010 - October 2011
Job Information Technology Professional
Industry Information Technology and Services
Experience
Accenture July 2012 - Present
Insight Global October 2011 - July 2012
Fidelity Investments July 2010 - October 2011
Boston College October 2009 - May 2010
Boston Engineering July 2009 - September 2009
Tishman Speyer May 2008 - July 2009
Skills
iPhone, Windows 7, Disaster Recovery, Virtualization, SQL, Powershell, Java, SDLC, SCCM, OS X, Unix, PowerPoint, Visio, Microsoft Excel, Microsoft Office, Active Directory, HTML, Windows Server, System Administration
Education
Boston College 2006 — 2010
Bachelors, Computer Science
Hunter College High School 2000 — 2006
Accenture July 2012 - Present
Insight Global October 2011 - July 2012
Fidelity Investments July 2010 - October 2011
Boston College October 2009 - May 2010
Boston Engineering July 2009 - September 2009
Tishman Speyer May 2008 - July 2009
Skills
iPhone, Windows 7, Disaster Recovery, Virtualization, SQL, Powershell, Java, SDLC, SCCM, OS X, Unix, PowerPoint, Visio, Microsoft Excel, Microsoft Office, Active Directory, HTML, Windows Server, System Administration
Education
Boston College 2006 — 2010
Bachelors, Computer Science
Hunter College High School 2000 — 2006
Kelly Krzewick's Fidelity Investments Experience July 2005 - December 2009
Job Operations Project Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments July 2005 - December 2009
Fidelity Investments June 2003 - June 2005
Fidelity Investments November 2001 - June 2003
Fidelity Investments June 1999 - November 2001
Education
Boston College 1995 — 1999
BA, Psychology
Fidelity Investments July 2005 - December 2009
Fidelity Investments June 2003 - June 2005
Fidelity Investments November 2001 - June 2003
Fidelity Investments June 1999 - November 2001
Education
Boston College 1995 — 1999
BA, Psychology
Joe Federico's Fidelity Investments Experience July 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 1999
JPMorgan Chase 1993 - 1996
Fidelity Investments January 1992 - January 1993
Fidelity Investments January 1985 - January 1991
Skills
Series 7, Mutual Funds, Financial Risk, Analysis, Finance, Banking, Project Management, Management, Leadership, Asset Allocation, Bloomberg, Hedge Funds, Wealth Management, Capital Markets, Program Management
Education
Boston College
Bachelor's degree, Marketing
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Fidelity Investments July 2011 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 1999
JPMorgan Chase 1993 - 1996
Fidelity Investments January 1992 - January 1993
Fidelity Investments January 1985 - January 1991
Skills
Series 7, Mutual Funds, Financial Risk, Analysis, Finance, Banking, Project Management, Management, Leadership, Asset Allocation, Bloomberg, Hedge Funds, Wealth Management, Capital Markets, Program Management
Education
Boston College
Bachelor's degree, Marketing
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Khu Duong's Fidelity Investments Experience 2001 - 2008
Job CRM Developer at Forrester Research
Industry Research
Experience
Forrester Research May 2008 - Present
Fidelity Investments 2001 - 2008
Vignette August 1998 - August 2001
CGI June 1996 - July 1998
Skills
Siebel, Visual Basic, SQL, Business Analysis, EAI, Salesforce.com, Cast Iron, Agile Methodologies, Requirements Analysis, CRM, Integration, Cloud Computing
Education
Boston University 2002 — 2006
Master's degree, Computer Systems Networking and Telecommunications
Boston College 1992 — 1996
BS, Computer Science
Forrester Research May 2008 - Present
Fidelity Investments 2001 - 2008
Vignette August 1998 - August 2001
CGI June 1996 - July 1998
Skills
Siebel, Visual Basic, SQL, Business Analysis, EAI, Salesforce.com, Cast Iron, Agile Methodologies, Requirements Analysis, CRM, Integration, Cloud Computing
Education
Boston University 2002 — 2006
Master's degree, Computer Systems Networking and Telecommunications
Boston College 1992 — 1996
BS, Computer Science
Laura Iannetta's Fidelity Investments Experience July 2012 - Present
Job Vice PresidentTransfer Agent Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Marsh & McLennan Companies, Inc. December 2010 - July 2012
Fidelity Investments February 2008 - June 2010
Fidelity Investments January 2007 - February 2008
Fidelity Investments May 2005 - December 2007
Skills
Due Diligence, Financial Services, Contract Negotiation, Business Development, Licensing, Risk Management, Privacy Law, Investments, Intellectual Property, Corporate Law, Outsourcing, Series 7, Mutual Funds, Securities, Employee Benefits, Relationship Management, Financial Risk
Education
Boston College Law School 1987 — 1990
J.D.
Boston College 1983 — 1987
B.A., Political Science
Fidelity Investments July 2012 - Present
Marsh & McLennan Companies, Inc. December 2010 - July 2012
Fidelity Investments February 2008 - June 2010
Fidelity Investments January 2007 - February 2008
Fidelity Investments May 2005 - December 2007
Skills
Due Diligence, Financial Services, Contract Negotiation, Business Development, Licensing, Risk Management, Privacy Law, Investments, Intellectual Property, Corporate Law, Outsourcing, Series 7, Mutual Funds, Securities, Employee Benefits, Relationship Management, Financial Risk
Education
Boston College Law School 1987 — 1990
J.D.
Boston College 1983 — 1987
B.A., Political Science
Kevin McPartland's Fidelity Investments Experience May 2011 - Present
Job Actuarial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Boston College Football September 2008 - May 2012
MassMutual Financial Group 2010 - 2010
Skills
Facebook, Sponsorship, Social Media, Sports, Public Speaking, PowerPoint, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Cold Calling, Actuarial Science, Employee Benefits
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Brewster High School 2004 — 2008
Fidelity Investments May 2011 - Present
Boston College Football September 2008 - May 2012
MassMutual Financial Group 2010 - 2010
Skills
Facebook, Sponsorship, Social Media, Sports, Public Speaking, PowerPoint, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Cold Calling, Actuarial Science, Employee Benefits
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Brewster High School 2004 — 2008
John Linnert's Fidelity Investments Experience October 2012 - Present
Job Senior Vice President, Regional Security Operations and Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments June 1998 - October 2012
Orange County Sheriff's Office October 1983 - June 1998
Skills
Background Checks, Business Intelligence, Corporate Security, Due Diligence, Information Security, Private Investigations, Risk Management, Security, Security Operations, Strategy, Enterprise Software, Security Management, Leadership
Education
Boston College
Bachelor of Arts, Social and Criminal Justice
Fidelity Investments October 2012 - Present
Fidelity Investments June 1998 - October 2012
Orange County Sheriff's Office October 1983 - June 1998
Skills
Background Checks, Business Intelligence, Corporate Security, Due Diligence, Information Security, Private Investigations, Risk Management, Security, Security Operations, Strategy, Enterprise Software, Security Management, Leadership
Education
Boston College
Bachelor of Arts, Social and Criminal Justice
Lorene D'Angelo's Fidelity Investments Experience October 1997 - June 2006
Job SVP, Communications Executive
Industry Financial Services
Experience
Bank of America August 2010 - Present
Bank of America September 2008 - August 2010
Bank of America June 2006 - September 2008
Fidelity Investments October 1997 - June 2006
Skills
Marketing Communications, Financial Services, Corporate Communications, Mutual Funds, Investments, Series 63, Direct Marketing, Internal Communications, Marketing Strategy, Competitive Analysis, Integrated Marketing, Direct Mail, Strategic Communications
Education
Boston College 1987 — 1993
Bachelor, Business, Marketing Concentration
Lexington High School 1979 — 1981
Bank of America August 2010 - Present
Bank of America September 2008 - August 2010
Bank of America June 2006 - September 2008
Fidelity Investments October 1997 - June 2006
Skills
Marketing Communications, Financial Services, Corporate Communications, Mutual Funds, Investments, Series 63, Direct Marketing, Internal Communications, Marketing Strategy, Competitive Analysis, Integrated Marketing, Direct Mail, Strategic Communications
Education
Boston College 1987 — 1993
Bachelor, Business, Marketing Concentration
Lexington High School 1979 — 1981
Jennifer Seppa's Fidelity Investments Experience 1996 - 1999
Job Consultant at Seppa Business Solutions
Industry Management Consulting
Experience
Seppa Business Solutions August 2012 - Present
Partners Harvard Medical International March 2004 - January 2012
Seppa Business Solutions 2001 - 2004
IE Business School 2000 - 2001
Harvard University 1999 - 1999
Fidelity Investments 1996 - 1999
Skills
Management Consulting, Proposal Writing, Business Strategy, Business Analysis, Business Planning, Research, Foreign Languages, Translation, Conference Interpreting
Education
Northeastern University 1997 — 1999
Master of Business Administration (M.B.A.)
Boston College 1989 — 1993
Bachelor of Arts (B.A.), Spanish Language and Literature
Seppa Business Solutions August 2012 - Present
Partners Harvard Medical International March 2004 - January 2012
Seppa Business Solutions 2001 - 2004
IE Business School 2000 - 2001
Harvard University 1999 - 1999
Fidelity Investments 1996 - 1999
Skills
Management Consulting, Proposal Writing, Business Strategy, Business Analysis, Business Planning, Research, Foreign Languages, Translation, Conference Interpreting
Education
Northeastern University 1997 — 1999
Master of Business Administration (M.B.A.)
Boston College 1989 — 1993
Bachelor of Arts (B.A.), Spanish Language and Literature
Jason Ketchen's Fidelity Investments Experience September 2006 - March 2012
Job General Counsel at Folger Hill Asset Management
Industry Investment Management
Experience
Folger Hill Asset Management December 2014 - Present
Geode Capital Management September 2012 - December 2014
Breakwater Consulting, LLC June 2012 - September 2012
Fidelity Investments September 2006 - March 2012
Bingham McCutchen September 1999 - September 2006
Education
The University of Connecticut School of Law 1996 — 1999
JD
Boston College 1991 — 1995
BS, Marketing
Folger Hill Asset Management December 2014 - Present
Geode Capital Management September 2012 - December 2014
Breakwater Consulting, LLC June 2012 - September 2012
Fidelity Investments September 2006 - March 2012
Bingham McCutchen September 1999 - September 2006
Education
The University of Connecticut School of Law 1996 — 1999
JD
Boston College 1991 — 1995
BS, Marketing
John Vieira's Fidelity Investments Experience September 2001 - July 2003
Job Associate at Clyde & Co US LLP
Industry Legal Services
Experience
Clyde & Co US LLP August 2012 - Present
Clyde & Co LLP June 2011 - May 2012
Superior Court of New Jersey June 2010 - December 2010
Natixis Global Asset Management January 2007 - November 2009
Evolution Financial Technologies July 2003 - October 2006
Fidelity Investments September 2001 - July 2003
Education
Rutgers University School of Law - Newark 2009 — 2012
Doctor of Law (J.D.)
Boston College 1997 — 2001
Bachelor of Science (BS), Finance and Marketing
Hunterdon Central Regional High School
Clyde & Co US LLP August 2012 - Present
Clyde & Co LLP June 2011 - May 2012
Superior Court of New Jersey June 2010 - December 2010
Natixis Global Asset Management January 2007 - November 2009
Evolution Financial Technologies July 2003 - October 2006
Fidelity Investments September 2001 - July 2003
Education
Rutgers University School of Law - Newark 2009 — 2012
Doctor of Law (J.D.)
Boston College 1997 — 2001
Bachelor of Science (BS), Finance and Marketing
Hunterdon Central Regional High School
Joseph Hanlon's Fidelity Investments Experience March 2012 - June 2014
Job Chief Compliance Officer at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group July 2014 - Present
Fidelity Investments March 2012 - June 2014
Fidelity Investments, Asset Management October 2008 - March 2012
Fidelity Investments, Asset Management August 2008 - January 2009
Fidelity Investments, Asset Management February 2006 - August 2008
Fidelity Investments Life Insurance Compny February 2001 - February 2006
Robins, Kaplan, Miller & Ciresi June 1992 - February 2001
Skills
Compliance Process and..., Global Compliance..., Investment Company Act, Investment Compliance, Investment Advisor..., Investment Advisers Act, Managerial Skills, Influence Without..., Influential Communicator, Global Management, Global Strategy, Variable Annuity..., Mutual Funds, Series 63, Investments, FINRA, Series 7, Series 24, Trade Compliance, Equities, Strategic Communications, Portfolio Management, ETFs, Securities, Alternative Investments, Investment Advisory
Education
Boston College Law School 1990 — 1993
Juris Doctor, Cum Laude
Boston College 1986 — 1990
Bachelor of Science, Finance, Magna Cum Laude
Boston College High School 1982 — 1986
Crescent Capital Group July 2014 - Present
Fidelity Investments March 2012 - June 2014
Fidelity Investments, Asset Management October 2008 - March 2012
Fidelity Investments, Asset Management August 2008 - January 2009
Fidelity Investments, Asset Management February 2006 - August 2008
Fidelity Investments Life Insurance Compny February 2001 - February 2006
Robins, Kaplan, Miller & Ciresi June 1992 - February 2001
Skills
Compliance Process and..., Global Compliance..., Investment Company Act, Investment Compliance, Investment Advisor..., Investment Advisers Act, Managerial Skills, Influence Without..., Influential Communicator, Global Management, Global Strategy, Variable Annuity..., Mutual Funds, Series 63, Investments, FINRA, Series 7, Series 24, Trade Compliance, Equities, Strategic Communications, Portfolio Management, ETFs, Securities, Alternative Investments, Investment Advisory
Education
Boston College Law School 1990 — 1993
Juris Doctor, Cum Laude
Boston College 1986 — 1990
Bachelor of Science, Finance, Magna Cum Laude
Boston College High School 1982 — 1986
John Stromski's Fidelity Investments Experience
Job Tax Technology Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., Financial Modeling, Investments, Financial Services, Financial Reporting, Risk Management, Accounting, Finance, Equities, Business Analysis, Process Improvement, Securities, Bloomberg, Fixed Income, Asset Management, Portfolio Management, Series 7, Banking
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Accounting
Fidelity Investments
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., Financial Modeling, Investments, Financial Services, Financial Reporting, Risk Management, Accounting, Finance, Equities, Business Analysis, Process Improvement, Securities, Bloomberg, Fixed Income, Asset Management, Portfolio Management, Series 7, Banking
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Accounting
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank