Fidelity Investments

Industry: Financial services company

Description

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

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
Qi Yu Zhong Qi Yu Zhong Greater Boston Area Details
Qi Yu Zhong's Fidelity Investments Experience September 2004 - December 2007
Job Director at Leerink Partners, CPA
Industry Investment Banking
Experience
Leerink Partners LLC  January 2008 - Present
Fidelity Investments   September 2004 - December 2007
John Hancock Life Insurance Company (U.S.A.)   October 2001 - June 2004
Ernst & Young  September 2000 - October 2001
Arthur Andersen  September 1998 - September 2000

Skills
Broker-Dealer, Financial Analysis, Valuation, Partnership Taxation, SEC filings, Consolidation, Forecasting, Operating Budgets, Auditing, Project Management, Regulatory Filings, Expense Management

Education
Boston College   1994 — 1998
Bachelor of Science, Accounting and Economics

Maureen Connors Maureen Connors Philadelphia, Pennsylvania Details
Maureen Connors's Fidelity Investments Experience 1998 - 2002
Job Director Wharton Executive Education, University of Pennsylvania
Industry Hospital & Health Care
Experience
University of Pennsylvania  October 2011 - Present
The Wharton School  2011 - Present
Fidelity Investments   1998 - 2002

Skills
Leadership Development, Public Speaking, PowerPoint, Program Development, Nonprofits, Teaching, Community Outreach, Microsoft Word, Research, Microsoft Excel, Higher Education, Curriculum Design, Microsoft Office

Education
Boston College   1974 — 1978
Bachelor of Arts (B.A.), Special Education and Teaching

Meghan Coughlan Meghan Coughlan Greater Boston Area Details
Meghan Coughlan's Fidelity Investments Experience August 2013 - August 2014
Job Human Resources Analyst at Advent International
Industry Human Resources
Experience
Advent International  August 2014 - Present
Fidelity Investments   August 2013 - August 2014
Fidelity Investments   June 2012 - August 2012
Mathematics Tutor  May 2011 - September 2011
Sullivan Farms Ice Cream   May 2007 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Actuarial Science, Data Analysis, Time Management, Microsoft Office, Human Development &..., Retirement Benefits, Mathematics Tutoring, Employee Benefits, Retirement Plan..., Writing, Teamwork

Education
Boston College   2009 — 2013
Bachelor of Arts (BA), Mathematics, 3.931

Mark Baptiste Mark Baptiste West Palm Beach, Florida Area Details
Mark Baptiste's Fidelity Investments Experience October 2011 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   October 2011 - Present
Citrix Systems  February 2010 - October 2011
Self - Consultant   June 2009 - February 2011
Fidelity National Information Services  May 2007 - May 2009
Fidelity Investments   March 2006 - May 2007
eFunds  May 2005 - February 2006
Fidelity Investments   November 2000 - May 2001
Franklin Templeton Investments  June 2000 - January 2001
Fidelity Investments   December 1999 - August 2000
Fidelity Investments   May 1999 - November 1999

Skills
SDLC, Enterprise Architecture, Integration, Process Improvement, Software Project..., Program Management, Agile Methodologies, Software Documentation, MS Project, Scrum, PMP

Education
Boston College   1981 — 1985

Nancy Mandel Nancy Mandel Boston, Massachusetts Details
Nancy Mandel's Fidelity Investments Experience 2009 - March 2011
Job Electronic Trading at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments   2009 - March 2011
Boston Advisors  November 2004 - May 2008
Columbia Management  October 1998 - January 2003
Bank of Boston  June 1996 - October 1998
Brown Brothers Harriman  June 1995 - June 1996

Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options

Education
Harvard University   1997 — 2002
CSS-graduate, Managemant

Boston College   1990 — 1994
BA, Finance/Accounting

Ames High School

Paula Polito Paula Polito United States Details
Paula Polito's Fidelity Investments Experience 1997 - 2000
Job Client Strategy Officer and Group Managing Director at UBS Wealth Management Americas
Industry
Experience
UBS Wealth Management Americas  2012 - Present
UBS Wealth Management Americas  2009 - 2012
Merrill Lynch & Co.   2000 - 2009
Fidelity Investments   1997 - 2000
Hill Holliday  1991 - 1996
WBZ-TV, Boston  1981 - 1991

Education
Boston College
Bachelor's Degree, Communications

Mary-Alice (Brady) Miller Mary-Alice (Brady) Miller Greater Boston Area Details
Mary-Alice (Brady) Miller's Fidelity Investments Experience January 2007 - February 2010
Job Founder & CEO of mosaicHUB, Inc.
Industry Internet
Experience
mosaicHUB, Inc.   2011 - Present
General Catalyst Partners  March 2010 - May 2012
Mosaic Business Strategies, LLC   February 2010 - August 2011
Fidelity Investments   January 2007 - February 2010
Ropes & Gray LLP  October 1999 - January 2007
Boston College Legal Assistance Bureau  September 1998 - December 1998

Skills
Venture Capital, Mergers, Start-ups, Private Equity, Entrepreneurship, Due Diligence, Corporate Governance, Corporate Law, Joint Ventures, Corporate Finance, Business Strategy, Strategic Planning, Mergers & Acquisitions, Business Development, Strategic Partnerships, Restructuring, Contract Negotiation, New Business Development, Negotiation, Market Research, Financial Modeling, Strategic Consulting, Email Marketing, International Business, Finance, E-commerce, Equities, Program Management, Recruiting, Small Business, Portfolio Management, Management Consulting, SaaS, Product Development, Business Planning, Financial Services, Corporate Development, Strategic Communications, Real Estate, Executive Management, Strategy, Competitive Analysis

Education
Boston College Law School   1996 — 1999
Juris Doctor

Boston College   1992 — 1996
Bachelor of Arts, Political Science

Robert Rodine Robert Rodine New York, New York Details
Robert Rodine's Fidelity Investments Experience April 2014 - September 2014
Job Experienced Associate at PwC
Industry Management Consulting
Experience
PwC  January 2015 - Present
ABN AMRO Bank N.V.   September 2014 - December 2014
Virtusa  June 2013 - December 2014
Fidelity Investments   April 2014 - September 2014
Scotiabank  February 2014 - April 2014
Guggenheim Partners  June 2013 - November 2013
FIRST DOLLAR, Boston College   April 2012 - August 2012

Skills
Microsoft Office, Bass Guitar, Stata, PowerPoint, Microsoft Excel, Public Speaking, Editing, Microsoft Word, Management, Research

Education
Boston College   2009 — 2013
Bachelor of Arts, Economics & Theology; Pre-Law

Monta Vista High School   2005 — 2009

Riley Coleman Riley Coleman Bellevue, Washington Details
Riley Coleman's Fidelity Investments Experience June 2014 - August 2014
Job Sales and Trading Analyst at Citi
Industry Financial Services
Experience
Citi  November 2014 - Present
NXT4   June 2014 - November 2014
Fidelity Investments   June 2014 - August 2014
NoFillers.com   September 2012 - July 2014
Optimum Energy  June 2013 - August 2013

Skills
Leadership, Blogging, Facebook, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Social Media, Team Building, Public Speaking, Entrepreneurship, Sales Operations

Education
Boston College   2011 — 2015
Bachelor of Applied Science (BASc), Finance

Università degli Studi di Roma Tre   2013 — 2013
International Finance

Seattle Preparatory School   2007 — 2011

Michael Chevalier Michael Chevalier Greater Boston Area Details
Michael Chevalier's Fidelity Investments Experience September 2008 - April 2013
Job Attribution/Financial Analyst
Industry Investment Management
Experience
Fidelity Investments   September 2008 - April 2013
Standish Mellon Asset Management  April 2003 - September 2008
Standish Mellon Asset Management  March 2001 - April 2003
Standish Ayer & Wood  May 1999 - March 2001

Skills
Attribution, Sector Analysis, Asset Allocation, Security Selection, Industry Analysis, Securities, Investment Management, Investments, Fixed Income, Analysis, Competitive Analysis, Equities, Portfolio Management, Equity Research, Banking, Investment Strategies, Finance, Investment Banking, Valuation, Options, Financial Modeling, Asset Management

Education
Boston University Questrom School of Business   2002 — 2006
MBA, Finance

Boston College   1993 — 1997
Bachelor of Arts, Finance, Marketing

Marco DeThomasis Marco DeThomasis Greater Boston Area Details
Marco DeThomasis's Fidelity Investments Experience 2010 - 2013
Job HR Business Leader, Global Manufacturing at Biogen
Industry Biotechnology
Experience
Biogen Idec  September 2014 - February 2015
Biogen Idec  June 2013 - August 2014
Fidelity Investments   2010 - 2013
Fidelity Investments   2009 - 2010
Devonshire Investors/Fidelity Investments   2007 - 2009
Fidelity Investments   2005 - 2006
Fidelity Investments   2004 - 2005
Fidelity Investments   2001 - 2004
Fidelity Investments   1999 - 2001
Accenture  1998 - 1999

Skills
Organizational Design, Strategic Planning, Organizational..., Organizational Change, Organizational..., Process Management, Executive Coaching, Performance Management, Leadership Development, Large Group Facilitation, Team Building, Quality Management, Business Transformation, Change Management, Executive Facilitation, Workshop Facilitation, Succession Planning, Strategy, Performance Improvement, Leadership, Cross-functional Team..., Business Process..., Talent Management, Program Management, Facilitation

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MSOD, Organizational Development

Union College   1996 — 1998
MBA, Strategic Organizational Change

Boston College   1991 — 1995
BS, Finance & Economics

Robert Swanke, CFA Robert Swanke, CFA Boston, Massachusetts Details
Robert Swanke, CFA's Fidelity Investments Experience May 2007 - August 2007
Job Financial Report Engineer / Performance Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  October 2012 - Present
Boston College  June 2012 - August 2012
Matheys Lane Capital Management   June 2011 - January 2012
Cambridge Associates, LLC  June 2008 - May 2011
Fidelity Investments   May 2007 - August 2007

Skills
Private Equity Due..., Hedge Fund Due Diligence, Alternative Investment..., Performance Measurement, Due Diligence, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Finance

Education
Boston College   2004 — 2008
B.S., Finance, Accounting

Mary Anne Douglas Mary Anne Douglas Plainfield, Vermont Details
Mary Anne Douglas's Fidelity Investments Experience 1998 - 2003
Job Clinical Nurse Leader at VA Health Care Systems
Industry Hospital & Health Care
Experience
VA Health Care Systems  August 2015 - Present
Vermont State Nurses Foundation   2014 - Present
Vermont State Nurses Association   January 2013 - Present
Berlin Health & Rehabilitation Center   November 2013 - October 2014
State of VT, Vermont Chronic Care Initiative   March 2012 - November 2013
Central Vermont Medical Center  June 2008 - February 2012
Dartmouth Hitchcock Medical Center  2006 - 2008
Fidelity Investments   1998 - 2003
Leventhal, Senter & Lerman   1989 - 1991

Skills
Nursing, Hospitals, Healthcare, EMR, Healthcare IT, Clinical, Adult Education, Technical Training, Leisure Travel, Business Education, Palliative Care

Education
Sacred Heart University   2011 — 2015
Master’s Degree, Nursing - Clinical Nurse Leader

Vermont Technical College   2006 — 2008
AD, Nursing

Suffolk University   1985 — 1987
BS, Business Education

Boston College   1979 — 1985
Business Administration

Margie Vose Margie Vose Norwell, Massachusetts Details
Margie Vose's Fidelity Investments Experience December 1994 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 1994 - Present
The Boston Company  January 1993 - December 1994
Scudder Investments  August 1986 - January 1993

Education
Boston College
Bachelor of Arts (B.A.), History

Patty Curran Patty Curran Providence, Rhode Island Area Details
Patty Curran's Fidelity Investments Experience 1998 - 2004
Job Curran Investment Counsel
Industry Banking
Experience
TD Corsair Financial   August 2010 - May 2014
Citizens Inverstments Inc.   August 2005 - August 2010
Fidelity Investments   1998 - 2004
Bear Stearns  1993 - 1998
Bear Stearns  1991 - 1993
Bear Stearns  1991 - 1993

Skills
Finance, Mutual Funds, Series 7, Financial Services, Series 63, Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Retirement, Securities

Education
Boston College   1985 — 1989
Batchelor of Arts and Science, Major: Communication Minor:English

Matignon High School

Matignon High School

Peggy Roth Peggy Roth Vero Beach, Florida Details
Peggy Roth's Fidelity Investments Experience December 1995 - December 1998
Job Marketing and Management Consultant | Project Management | Product Marketing | Web Design
Industry Information Technology and Services
Experience
Independent Consultant  April 2015 - Present
Sun Nuclear Corporation  August 2013 - March 2015
SpectorSoft  May 2012 - March 2013
Pacific Disaster Center  April 2006 - May 2012
Roth Consulting   April 2001 - March 2006
Parametric Technology Company (PTC)   March 2000 - September 2001
Foundation Technologies (name changed to Authoria)   January 1998 - December 1998
Fidelity Investments   December 1995 - December 1998
Sodexo  April 1992 - December 1995
Bank of Boston  1991 - 1992

Skills
Project Management, Product Management, Technical Writing, Proposal Writing, Data Analysis, Emergency Management, Software Development, Quality Assurance, Program Management, Project Charter, Phases Of Project..., Scope Planning, Project Communications, End-to-End Project..., Managing Large Scale..., Managing Technical..., Technical Staff..., Technical Project..., Technical Requirements..., Agile & Waterfall..., Business Analysis..., Go-to-market Strategy, Consulting, HRIS, Market Analysis, Strategic Planning, User Interface Design, Web Design, Enterprise Software, Software Industry, Security, Training, Management, Analysis, Mobile Applications, Cross-functional Team..., Agile Methodologies, SaaS, Testing, CRM, Product Development, Professional Services, Partner Management, Cloud Computing, Salesforce.com, Start-ups, Product Marketing, Mobile Devices, Market Research, Sales Enablement

Education
Simmons College   1992 — 1995
M.S., Communications Management

Boston College   1984 — 1988
B.S., magna cum laude, Marketing, Management

Richard Bowen Richard Bowen Greater Boston Area Details
Richard Bowen's Fidelity Investments Experience February 1994 - December 2007
Job Program Management Consultant at iSoftStone
Industry Financial Services
Experience
iSoftStone  July 2011 - Present
Olivia's Ice Cream Cafe   May 2010 - March 2011
3 Scoops, Ice Cream & Cafe   October 2008 - November 2010
Constant Contact  January 2008 - September 2008
Fidelity Investments   February 1994 - December 2007
Fidelity Investments, Fidelity eBusiness Design   1994 - 2007
Digital Equipment Corporation  October 1980 - January 1994

Education
Boston College
Bachelors, Computer Science

Nikki Le Nikki Le Greater Boston Area Details
Nikki Le's Fidelity Investments Experience November 2006 - Present
Job Senior Analyst
Industry Financial Services
Experience
Fidelity Investments   November 2006 - Present
Fidelity Investments   August 2005 - November 2006
Fidelity Investments   April 2004 - August 2005

Education
Boston College
Bachelor's; BA, Psychology

Neal Mugherini Neal Mugherini Key West, Florida Details
Neal Mugherini's Fidelity Investments Experience March 2008 - June 2010
Job Managing Director, ISPAdvisors, LLC
Industry Financial Services
Experience
Independent Stock Plan Advisors   September 2011 - Present
Porter Court Consulting   June 2010 - Present
Fidelity Investments   March 2008 - June 2010
Fidelity Investments   June 2005 - March 2008
Fidelity Investments   September 2001 - June 2005
Fidelity Investments   February 1998 - September 2001
Fidelity Investments   March 1996 - February 1998
Fidelity Investments   September 1993 - March 1996
Fidelity Investments   March 1992 - September 1993
Ernst & Young  March 1987 - March 1992

Skills
Equity Compensation, Retirement Income, 401k, Retirement, Series 63, Pensions, Equities, Series 7, Investments, Mutual Funds, Employee Benefits, Retirement Planning, Financial Services

Education
Boston College
BA, History

Suffolk University Law School
JD

Ronald Ren Ronald Ren Greater Boston Area Details
Ronald Ren's Fidelity Investments Experience June 2015 - Present
Job Corporate Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Boston College  May 2014 - May 2015
Sony  July 2012 - January 2014
Boston College Campus Technology Resource Center   January 2012 - January 2014
Work N' Gear  September 2013 - December 2013
Jebbit  April 2012 - August 2013

Skills
Advertising, Customer Service, Marketing, Research, Sales, Corporate Finance, Financial Analysis, Social Media, Event Planning, Social Media Marketing

Education
Boston College - Carroll School of Management   2011 — 2015
Bachelor of Science (B.S.), Finance, Marketing, Philosophy

Bancroft

Boston College
Bachelor of Science, Management; Finance, Marketing

Nicolas Garzon Nicolas Garzon Wolfeboro, New Hampshire Details
Nicolas Garzon's Fidelity Investments Experience October 2014 - Present
Job Student at Boston College
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present

Skills
Financial Services, Microsoft Excel, Fraud Prevention

Education
University of Hamburg   2015 — 2017
Master’s Degree, Economics

Boston College   2009 — 2013
Bachelor’s Degree, Economics

Brewster Academy
High School

Mal Duffy Mal Duffy Greater Boston Area Details
Mal Duffy's Fidelity Investments Experience September 1999 - September 2000
Job Corporate Relations Writer
Industry Writing and Editing
Experience
Eversource Energy  February 2013 - Present
Inspired Vandalism   July 2011 - Present
The Alpha Group Inc  January 2012 - February 2013
MFS Investment Management  September 2000 - July 2011
Fidelity Investments   September 1999 - September 2000
First Data Corporation  1990 - 1999

Skills
Editing, Blogging, Copy Editing, Content Management, Social Media, Copywriting, Web Content, Facebook, Email Marketing, Social Media Marketing, SEO, Adobe Acrobat, Creative Writing, Press Releases, Social Networking, Content Strategy, Journalism, Proofreading, Wordpress, Marketing Communications

Education
University of Massachusetts, Amherst   1988 — 1990
M.A., English

Boston College   1981 — 1985
B.A., English

University College Cork   1983 — 1984
NA, Literature/Folklore

Mark Clausen Mark Clausen Greater Boston Area Details
Mark Clausen's Fidelity Investments Experience 2000 - 2001
Job Senior Director, Supply Chain Management at General Dynamics C4 Systems
Industry Defense & Space
Experience
General Dynamics C4 Systems  2013 - Present
General Dynamics C4 Systems  2004 - 2013
General Dynamics C4 Systems  2001 - 2004
Fidelity Investments   2000 - 2001
General Dynamics C4 Systems  1998 - 2000
GTE Government Systems  1991 - 1997
MIT Lincoln Laboratory  1990 - 1991
GTE Government Systems  1988 - 1991
GTE Government Systems  1985 - 1988

Skills
Program Management, Management, Supply Chain Management, DoD, Process Improvement, Cross-functional Team..., Security Clearance, Earned Value Management, Business Development, Systems Engineering, Materials Management, Contract Management, Government Contracting, Proposal Writing, Defense, Integration

Education
Suffolk University   1984 — 1988
Master of Business Administration (MBA), Marketing

Boston College   1978 — 1982
Liberal Arts, Economics

Catholic Memorial High School   1974 — 1978
College Prepatory

Ron Welz Ron Welz North Easton, Massachusetts Details
Ron Welz's Fidelity Investments Experience September 2001 - May 2014
Job Director of Operations
Industry Financial Services
Experience
Drum Hill Capital LLC   May 2014 - Present
Fidelity Investments   September 2001 - May 2014
Fidelity Investments   December 1997 - September 2001
Fidelity Investments   December 1995 - December 1997

Education
Boston College   1988 — 1992
Marketing

Midge Berkery Midge Berkery Barrington, Rhode Island Details
Midge Berkery's Fidelity Investments Experience 1992 - 1999
Job Real Estate Agent at Coleman Realtors
Industry Real Estate
Experience
Coleman Realtors  August 2010 - Present
Fidelity Investments   1992 - 1999

Skills
Buyer Representation, Sellers, Listings, Selling, Residential Homes, Real Estate, Rentals, Sales, Marketing, Marketing Strategy, Advertising, New Home Sales, Condos, Single Family Homes, Luxury, Investment Properties, New Homes, Waterfront

Education
Boston College

Mark Draheim Mark Draheim Charlotte, North Carolina Area Details
Mark Draheim's Fidelity Investments Experience April 1994 - April 2012
Job VP, Financial Consultant
Industry Financial Services
Experience
Fidelitty Investments   April 2012 - Present
Fidelity Investments   April 1994 - April 2012
Shearson, Lehman, Hutton   June 1990 - April 1994

Skills
Series 7, Series 63, Retirement Planning, Relationship Management, Strategic Financial..., Series 6

Education
Boston College   1978 — 1982
BA, Economics

Robert Dietrich Robert Dietrich Greater Boston Area Details
Robert Dietrich's Fidelity Investments Experience January 2005 - June 2011
Job Sales Consultant at Linedata Currently searching for new career opportunities
Industry Financial Services
Experience
Linedata  June 2011 - August 2012
Fidelity Investments   January 2005 - June 2011
Fidelity Investments   July 2003 - June 2005

Skills
FINRA Series 7, FINRA Series 63, Demo2WIN, First Place..., Selling, Series 7, Strategic Planning, Financial Services, Investments, Investment Management, Sales, Mutual Funds, Series 63, Equities, Asset Management, Fixed Income, Portfolio Management, Relationship Management, Training, Wealth Management, Trading, Trading Systems, Risk Management, Securities, Financial Markets, Asset Allocation, Alternative Investments, Hedge Funds, Options

Education
Boston College
Bachelor of Business Administration (B.B.A.), Marketing

Columbus State

Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General

M. Jacob Brendan Ahmad M. Jacob Brendan Ahmad Washington D.C. Metro Area Details
M. Jacob Brendan Ahmad's Fidelity Investments Experience June 2007 - August 2007
Job Senior Investment Analyst at Prudential Mortgage Capital Company
Industry Financial Services
Experience
Prudential Mortgage Capital Company  December 2014 - Present
Prudential Mortgage Capital Company  June 2013 - December 2014
Novogradac & Company LLP  March 2012 - June 2013
Miles & Stockbridge P.C.   June 2010 - February 2012
The Ithaka Group LLC   December 2010 - July 2011
Miles & Stockbridge P.C.   June 2009 - August 2009
Morgan Stanley Smith Barney  May 2008 - August 2008
Fidelity Investments   June 2007 - August 2007

Skills
Microsoft Office, PowerPoint, LexisNexis, Westlaw, Microsoft Excel, Analysis, Finance, Market Research, Investments, Real Estate, Data Analysis

Education
University of Maryland - Robert H. Smith School of Business   2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance

Boston College   2006 — 2010
Bachelor of Arts, Economics

Gonzaga College High School   2002 — 2006

Rob Leuffen Rob Leuffen Greater San Diego Area Details
Rob Leuffen's Fidelity Investments Experience March 2007 - May 2010
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2010 - Present
Fidelity Investments   March 2007 - May 2010
Fidelity Investments   August 2004 - March 2007

Skills
Consultative Selling, Siebel, Adobe Software, Microsoft Office, CRM software, Financial Services, Management, CRM, Leadership, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Series 63, Finance, Portfolio Management, Budgets

Education
Boston College   2001 — 2004
BA, Economics and Psychology

MacCalvin Romain MacCalvin Romain Boston, Massachusetts Details
MacCalvin Romain's Fidelity Investments Experience May 2009 - August 2010
Job 2017 MBA Candidate, University of Michigan Stephen M. Ross School of Business
Industry Marketing and Advertising
Experience
TEDxBeaconStreet  January 2012 - Present
Swag Media Entertainment   September 2008 - Present
DigitasLBi  May 2015 - August 2015
DigitasLBi  December 2012 - May 2015
Governor's Science, Technology, Engineering & Math (STEM) Advisory Council   March 2010 - February 2015
EMC Corporation  July 2011 - December 2012
Boston College: Information Technology Services  January 2008 - May 2011
Fidelity Investments   May 2009 - August 2010

Skills
Project Management, Agile Methodologies, Software Development, Start-ups, Business Process..., Six Sigma, SDLC, Networking, ITIL, Business Process Design, Business Analysis, Testing, Internet Business..., Web Development, Mobile Applications, Requirements Analysis, Agile, Certified Scrum Master..., Digital Marketing, Digital Strategy, Access

Education
University of Michigan - Stephen M. Ross School of Business   2015 — 2017
Master of Business Administration (MBA)

Boston College   2007 — 2011
Bachelor of Science (BS), Business Management, Information Systems

Boston Latin School   2003 — 2007

Rob Houston Rob Houston Greater Boston Area Details
Rob Houston's Fidelity Investments Experience September 2006 - October 2010
Job Sales Executive at athenahealth
Industry Information Technology and Services
Experience
athenahealth  December 2013 - Present
Oracle Corporation  October 2011 - November 2013
Corby Asset Management, LLC   November 2010 - October 2011
Fidelity Investments   September 2006 - October 2010
Fidelity Investments   August 2005 - September 2006
Fidelity Investments   October 2004 - August 2005
Fidelity Investments   August 2004 - October 2004
John Hancock Financial Services  December 2003 - June 2004

Skills
Sales Process, Sales, Enterprise Software, Investments, Relationship Management, B2B, Salesforce.com, Mutual Funds, Business Development, Finance, Solution Selling, Account Management, Strategic Planning, Direct Sales, Financial Services, Cloud Computing, Sales Management, Business Intelligence, Healthcare Information...

Education
Boston College   2010 — 2013
MBA, Business Administration and Management, General

Connecticut College   1999 — 2003
B.A, Economics

The Pingree School   1996 — 1999

Peter Sims Peter Sims Greater Philadelphia Area Details
Peter Sims's Fidelity Investments Experience January 1998 - October 2003
Job President at Enspire Investments
Industry Financial Services
Experience
Enspire Investments   June 2015 - Present
GreenEdge Partners, LLC   January 2009 - May 2015
Lincoln Financial Distributors  May 2010 - November 2014
Lincoln Financial Distributors  April 2009 - June 2010
Lincoln Financial Distributors  April 2006 - April 2009
Lincoln Financial Distributors  November 2003 - March 2006
Fidelity Investments   January 1998 - October 2003
Fidelity Investments   July 1995 - December 1997
Fidelity Investments   October 1994 - June 1995
Fin -Plan Group   June 1991 - September 1994

Skills
Series 63, Mutual Funds, Retirement Planning, Series 7, Business Development, Marketing Strategy, 401k, Series 6, Separately Managed..., Wealth Management, Financial Services, Insurance, Retirement, Investments, Fixed Annuities, Asset Allocation, Financial Planning, Sales, Asset Management

Education
Boston College   1987 — 1991
BS, Business Administration and Management; Marketing

Center for Fiduciary Studies
Accredited Investment Fiduciary

University of Pennsylvania - The Wharton School
SIFMA, Securities Industry Institute

Nick Tiller Nick Tiller New Canaan, Connecticut Details
Nick Tiller's Fidelity Investments Experience 1998 - 2002
Job Founder and Chairman at Sustainable America
Industry Civic & Social Organization
Experience
Sustainable America  2012 - Present
Staten Island Yankees  2012 - Present
SAC Capital  2002 - 2013
Fidelity Investments   1998 - 2002

Skills
Portfolio Management, Non-profit Leadership, Hedge Funds

Education
Harvard Business School   1996 — 1998
Master of Business Administration (MBA)

Boston College   1993 — 1996
Bachelor of Arts (BA), Business Administration and Management, General

Mark Everett Mark Everett Greater Boston Area Details
Mark Everett's Fidelity Investments Experience 2003 - 2012
Job Managing Director Wealth Management Financial Advisor at Diversified Financial Management
Industry Financial Services
Experience
Diversified Financial Management   2015 - Present
Alignment Financial Group   2012 - 2015
Fidelity Investments   2003 - 2012
Fidelity Investments   1998 - 2003

Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Asset Allocation, ETFs, 401k, Investments, Asset Management, Mutual Funds, Finance, Financial Planning, Financial Advisory, Fixed Income, Financial Services, Alternative Investments, Securities, Portfolio Management, Estate Planning, Investment Advisory, Equities, Retirement

Education
Boston College, Boston University

Boston University
CFP Program, School of Financial Management

Boston College
Bachelor, Business Management

Michael DiBiase Michael DiBiase Narragansett, Rhode Island Details
Michael DiBiase's Fidelity Investments Experience February 2001 - January 2015
Job Director of Administration at State of Rhode Island
Industry Government Administration
Experience
State of Rhode Island  January 2015 - Present
Fidelity Investments   February 2001 - January 2015
Office of the Governor, State of Rhode Island  1995 - 2001
Blish & Cavanagh   1986 - 1994
Edwards & Angell  1983 - 1986

Education
University of Pennsylvania Law School   1980 — 1983
Doctor of Law (J.D.)

Boston College   1976 — 1980
Bachelor of Arts (BA)

Paul Mahan Paul Mahan Greater Boston Area Details
Paul Mahan's Fidelity Investments Experience October 1999 - June 2000
Job SVP at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  November 2010 - Present
Pioneer Investments  November 2004 - August 2010
Putnam Investments  June 2000 - November 2004
Fidelity Investments   October 1999 - June 2000
DWS Investments  November 1989 - October 1999

Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24

Education
Boston College

Matthew Greene, CFP® Matthew Greene, CFP® Greater Boston Area Details
Matthew Greene, CFP®'s Fidelity Investments Experience January 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Boston College Hockey Mentor Program   September 2008 - Present
Fidelity Investments   March 2013 - January 2014
Summit Financial Corporation   December 2009 - March 2013
Boston College High School  July 2010 - March 2011
Greene Summer Skills   June 2005 - August 2010
Joyal Capital Mangagement, LLC   May 2008 - December 2009

Skills
Retirement Planning, Wealth Management, Retirement, Investments, Wealth

Education
Boston College   2004 — 2008
Arts and Sciences, Economics

BC High   2000 — 2004

Pat Dunn Pat Dunn Chicago, Illinois Details
Pat Dunn's Fidelity Investments Experience October 2001 - August 2002
Job Director of Compliance at Options Clearing Corp
Industry Investment Management
Experience
OCC  June 2011 - Present
MF Global  June 2009 - June 2011
Navigant Consulting  July 2004 - June 2009
Fidelity Investments   October 2001 - August 2002
Northwestern Mutual  May 2000 - October 2001

Skills
Compliance, Risk Management, Options, Risk, Equities, Derivatives, Securities, Asset Management, Due Diligence, Internal Controls, Audit, AML, Management Consulting, Hedge Funds, Alternative Investments

Education
University of Notre Dame - Mendoza College of Business   2002 — 2004
MBA, Finance

Boston College   1996 — 2000
BA, Communications

Robert J. Doherty Robert J. Doherty Walpole, Massachusetts Details
Robert J. Doherty's Fidelity Investments Experience September 2014 - April 2015
Job Director of IT Risk, Cybersecurity, Audit & Compliance, and Business Continuity at Produban US
Industry Information Technology and Services
Experience
Produban  April 2015 - Present
Fidelity Investments   September 2014 - April 2015
Accenture  April 2013 - April 2014
Vosity Consultants LLC   January 2011 - March 2013
Vosity LLC   January 2004 - December 2011
ViaTech Technologies Inc.   1995 - 2003
Parametric Technology Corporation  1988 - 1994

Skills
SaaS, Cloud Security, Enterprise Risk..., Product Management, CISM, Risk Compliance, Security Management, Software Development, Quality Management, CISA, Business Operations, Service Management, Risk Management..., Business Technology..., Financial Services, Financial Risk, Financial Analysis, Project Management, Process Improvement, Cloud Computing, Program Management, Enterprise Software, Information Security, Management, Consulting

Education
Northeastern University - Graduate School of Business Administration   1980 — 1985
Master of Science (MS), Engineering Management, with concentration in Computer & Information Systems, 3.63

Boston College   1974 — 1978
BA in Mathematics w/minor in Computer Science, Concentration in Computer Science, 3.23

Robert DeNicola Jr. Robert DeNicola Jr. Portsmouth, New Hampshire Details
Robert DeNicola Jr.'s Fidelity Investments Experience June 1998 - August 1999
Job Divisional Sales Manager at Medicomp Inc.
Industry Medical Devices
Experience
Medicomp Inc.  September 2013 - Present
Timm Medical Technologies  November 2012 - May 2013
MEDA  November 2010 - November 2012
MEDA  December 2011 - July 2012
MEDA  November 2010 - January 2012
Vivus Inc  May 2008 - November 2010
Verus Pharmaceuticals  June 2005 - March 2008
Schering  March 2003 - May 2005
Charles Schwab  September 1999 - December 2002
Fidelity Investments   June 1998 - August 1999

Skills
Urology, Management, Marketing, Medical Devices, Account Management, Pharmaceutical Sales, Cardiology, OB/GYN, Hospital Sales, Pulmonology, Endocrinology, Managed Care, Sales Operations, Training, ENT, Product Launch, Business Development, Sales Management, Sales Force Development, Sales, Allergy, Sales Effectiveness, Pharmaceutical Industry, Selling Skills, Leadership, Oncology, Selling, Sales Presentations, Cold Calling, New Business Development, Rheumatology, Biotechnology

Education
Merrimack College   1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government

University of Phoenix   2009 — 2012
Master's degree, Management

Boston College   1993 — 1994

Nikhil Kanitkar Nikhil Kanitkar Edison, New Jersey Details
Nikhil Kanitkar's Fidelity Investments Experience September 2015 - Present
Job Asset Management Ambassador at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Investment Banking and Sales and Trading Club   September 2014 - Present
Undergraduate Student Government  January 2014 - September 2015
Fidelity Investments   June 2015 - August 2015
Boston College  May 2015 - May 2015
Pandya Kapadia & Associates, CPA, PA   May 2014 - July 2014
AHANA Management Academy   September 2013 - May 2014
Delta Consulting  July 2011 - August 2011

Skills
Public Speaking, Corporate Finance, Statistics, Microsoft Excel, Java, Microsoft Office, PowerPoint, Management, Teamwork

Education
Boston College   2013 — 2017
Bachelor of Science in Management, Finance and Information Systems

J.P. Stevens   2009 — 2013

Peter Lagunilla, CFA Peter Lagunilla, CFA Greater Boston Area Details
Peter Lagunilla, CFA's Fidelity Investments Experience 2006 - Present
Job Director of Order Flow Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2006 - Present
Fidelity Investments   2005 - 2006
Fidelity Investments   2000 - 2005

Skills
Trading Systems, Mutual Funds, Series 7, Equities, Series 63, Bloomberg, Equity Trading, Fixed Income, Electronic Trading, Series 24, Capital Markets, Trading

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2001
Masters, Finance

Boston College   1986 — 1990
BS, Finance

Nancy O'Brien Nancy O'Brien Cambridge, Massachusetts Details
Nancy O'Brien's Fidelity Investments Experience November 1991 - January 1997
Job Leadership Giving Officer at MIT
Industry Philanthropy
Experience
MIT  January 2013 - Present
Boston University  February 2012 - January 2013
Boston University  May 2011 - February 2012
Institute of Cancer Research, London UK   February 2009 - April 2011
Brown University Medical School  July 2007 - December 2008
Putnam Investments  January 1997 - October 2001
Fidelity Investments   November 1991 - January 1997

Education
Boston College
B.A., English

Monica Morell, Ph.D. Monica Morell, Ph.D. Greater Boston Area Details
Monica Morell, Ph.D.'s Fidelity Investments Experience 1996 - 1998
Job Human Resources Consultant / ELearning Curriculum Specialist
Industry E-Learning
Experience
Apollo Group/University of Phoenix-Online   August 2001 - Present
Consultant and Training Solutions   March 2001 - Present
CMGI  2000 - 2001
Inc. Magazine  1999 - 2000
Authoria  1998 - 1999
Fidelity Investments   1996 - 1998

Skills
Instructional Design, Teaching, Staff Development, Leadership Development, Public Speaking, E-Learning, Career Counseling, Career Development, Coaching, Curriculum Design, Adult Education, Resume Writing, Organizational..., Higher Education, Editing, Social Media, Executive Coaching, Training, Technology Needs..., Educational Technology, Leadership, Curriculum Development, Change Management

Education
Boston University
PhD. & MA, Psychology

Boston College
B.A., Elementary Education & Speech Sciences

University of Phoenix
Advanced Facilitator Certification

University of Phoenix

Michael Shekane Michael Shekane Greater Boston Area Details
Michael Shekane's Fidelity Investments Experience June 2005 - June 2006
Job Defined Benefits Project Manager
Industry Financial Services
Experience
Mercer  August 2015 - Present
Aon Hewitt  March 2012 - August 2015
Mercer  June 2006 - March 2012
Fidelity Investments   June 2005 - June 2006
Fidelity Investments   September 2001 - June 2005

Skills
SQL, Microsoft Office, Project Implementation, Employee Benefits, Defined Benefit, Requirements Analysis, Business Requirements, Plan Design, Pensions, Benefits Administration, Pension Administration, Retirement, Leadership, Deferred Compensation, Business Planning, Analysis, Management, Software Documentation, Process Improvement, Project Management, Business Analysis

Education
D'Amore-McKim School of Business at Northeastern University   2008 — 2013
MBA, Finance

Boston College   1997 — 2001
B.A., Economics and English

Xaverian High School   1993 — 1997

Ramon Johnson, MBA, PMP Ramon Johnson, MBA, PMP Raleigh-Durham, North Carolina Area Details
Ramon Johnson, MBA, PMP's Fidelity Investments Experience May 2007 - Present
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2007 - Present
National Financial Services Group  February 2006 - May 2007
Fidelity Investments   January 2005 - February 2006
Fidelity Investments   July 2003 - January 2005

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2001
MBA, Finance

Boston College   1996 — 2000
BS, Finance

Michelle (Ahmed) Ebel Michelle (Ahmed) Ebel Houston, Texas Area Details
Michelle (Ahmed) Ebel's Fidelity Investments Experience 1995 - 1997
Job Information Services Consultant and Professional
Industry Information Services
Experience
Affiliated Computer Services, Inc. (ACS)   2001 - 2003
Commerce Insurance Company  1998 - 1999
Bay State Gas Company  June 1997 - November 1998
Fidelity Investments   1995 - 1997
Gemini Consulting  1994 - 1995
Powersoft / Infinity Systems   1993 - 1994
KPMG  January 1989 - December 1992

Skills
Leadership, Quality Assurance, SDLC, Business Analysis, Business Process..., Program Management, PMP, Business Intelligence, Requirements Analysis, Project Management, Integration, PMO, Process Improvement, Software Project..., Vendor Management, IT Strategy, Management Consulting, Change Management

Education
The University of Connecticut School of Business
MBA

Boston College   1980 — 1984
BS

Cathedral High School   1976 — 1980

Phil Chisholm Phil Chisholm Providence, Rhode Island Area Details
Phil Chisholm's Fidelity Investments Experience 1998 - Present
Job Vice President Product Mgmt at Fidelity
Industry Financial Services
Experience
Fidelity Investments   1998 - Present
Fidelity Investments   2002 - 2004
Fidelity Investments   1998 - 2002
Fleet Bank  1996 - 1998
Massachusetts Financial Services  1988 - 1995

Skills
Financial Services, Strategy, Relationship Management, Strategic Planning, Marketing, Wealth Management

Education
Boston College
BA, Economics

Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing

Pete Pekar Pete Pekar Greater Boston Area Details
Pete Pekar's Fidelity Investments Experience VPFidelity Family Office Services
Job VP Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   VPFidelity Family Office Services
Fidelity Family Office Services  2004 - Present
Art Plus Technology Inc.   1990 - 2007
American Express  1982 - 1990

Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Product Management, Requirements Analysis, Program Management, Software Project..., PMP, Agile Methodologies, IT Strategy, Enterprise Architecture

Education
Boston College   1978 — 1980
BA, Business Management

Northeastern University   1972 — 1974
EE

MARK PAWLIK MARK PAWLIK Greater Boston Area Details
MARK PAWLIK's Fidelity Investments Experience January 2010 - Present
Job VP B2C Quantitative Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2010 - Present
FIDELITY INVESTMENTS   2007 - December 2009
FIDELITY INVESTMENT  2003 - 2007
FIDELITY INVESTMENT  1999 - 2003
Fidelity Investments   1996 - 1999
Fidelity Investments   1993 - 1996
FIDELITY INVESTMENTS   1991 - 1993
Digital Equipment Corporation  1983 - 1991
Digital Equipment Corporation  1981 - 1983

Skills
Statistical SW: SAS,..., Excel & VBA Progamming..., Sql Programming, Oracle, OBI, Brio..., Systems Dynamics..., Simulation ( GPSS,..., Systems & Programming (..., Strong systems..., Strong multimedia..., Tableau, Predictive modelling

Education
Boston College   1990 — 1991
MSF, FINANCE

University of Massachusetts, Amherst   1979 — 1981
MSIE/OR, OPERATIONS RESEARCH

University of Massachusetts, Amherst   1977 — 1979
MSBA, MANGEMENT SCIENCES

University of Massachusetts, Amherst   1972 — 1977
BBA, FINANCE

Paula Minella Paula Minella Greater Boston Area Details
Paula Minella's Fidelity Investments Experience 1998 - 2006
Job Assistant Vice President and Counsel at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services  July 2012 - Present
Metropolitan Life Insurance Company  February 2006 - July 2012
Fidelity Investments   1998 - 2006

Skills
Financial Services, Insurance, Mutual Funds, Securities, Securities Regulation

Education
Boston College   1989 — 1993

Michelle (Waters) Findlen Michelle (Waters) Findlen Greater Boston Area Details
Michelle (Waters) Findlen's Fidelity Investments Experience March 2004 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   March 2004 - Present
Arnold Worldwide  March 2001 - March 2004
Smash Advertising  July 2000 - February 2001
TBS Superstation  August 1998 - July 2000

Education
Boston College   1994 — 1998
BA, English and Sociology

Randolph

PJ Whitbeck PJ Whitbeck Burlington, Vermont Area Details
PJ Whitbeck's Fidelity Investments Experience June 1998 - June 2005
Job VP of Operations at Coldwell Banker Whitbeck Associates
Industry Real Estate
Experience
Coldwell Banker Whitbeck Associates  June 2005 - Present
Fidelity Investments   June 1998 - June 2005

Skills
Customer Service, Real Estate, Marketing Strategy, Investments, Project Management, Marketing, Selling, Strategic Planning, Negotiation, Leadership, Sales, Business Planning, Team Building, Business Development, Contract Negotiation, Management, Financial Analysis, Budgets, New Business Development, Sales Management, Investment Properties

Education
Boston College   2000 — 2005

Bryant University   1993 — 1997
Bachelor of Science, Finance, General

Malcolm Salls Malcolm Salls Greater Boston Area Details
Malcolm Salls's Fidelity Investments Experience March 2001 - July 2008
Job Telecommunications Engineer at Health Dialog
Industry Telecommunications
Experience
Health Dialog  August 2008 - September 2010
Fidelity Investments   March 2001 - July 2008

Skills
Desktop Support..., Telecommunications, Network Administration, Help Desk Support, Software Installation, Customer Service, Program Management, Team Building, Disaster Recovery, Vendor Management, Visio, Process Improvement, ITIL, Project Management, SQL, Software Documentation, Management, Leadership, Troubleshooting, Computer Hardware, Wireless Networking, Server Administration, IT Hardware Support

Education
Daniel Webster College   1997 — 2001

Boston College

Southern New Hampshire University

Michelle McNulty Michelle McNulty Greater Boston Area Details
Michelle McNulty's Fidelity Investments Experience June 1998 - June 1999
Job Usability Specialist at Fidelity Investments
Industry Information Technology and Services
Experience
ImprovBoston  2002 - Present
Fidelity Investments, Fidelity eBusiness Design   1999 - Present
ImprovBoston  2003 - 2005
Fidelity Investments   June 1998 - June 1999

Education
Boston College   1994 — 1998

Minnie Mishra Minnie Mishra Greater New York City Area Details
Minnie Mishra's Fidelity Investments Experience April 2004 - June 2008
Job HR Manager at RR Donnelley
Industry Financial Services
Experience
RR Donnelley  May 2010 - Present
RR Donnelley  2010 - March 2011
Fidelity Investments   April 2004 - June 2008
Fidelity Investments   June 1999 - March 2004

Skills
Employee Relations, Workforce Planning, Talent Management, Talent Acquisition, Benefits Administration, Performance Management, Recruiting, HRIS, Temporary Placement, Applicant Tracking..., College Recruiting, Succession Planning

Education
Boston College   1992 — 1997

Michelle Simpson Michelle Simpson Greater Boston Area Details
Michelle Simpson's Fidelity Investments Experience April 2011 - Present
Job Vice President, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2011 - Present
Fidelity Investments   May 2007 - August 2008

Education
Boston College

Monterey Institute of International Studies, Fisher Graduate School of International Business
MBA, International Business

Ron Brooks, PMP Ron Brooks, PMP Greater Boston Area Details
Ron Brooks, PMP's Fidelity Investments Experience March 2006 - May 2009
Job Sr Manager Project Mgmt Office at Timberland
Industry Information Technology and Services
Experience
VF Corporation  January 2012 - Present
Timberland  February 2011 - January 2012
Timberland  August 2009 - February 2011
Fidelity Investments   March 2006 - May 2009
Fidelity Investments   July 2002 - February 2006
LumaPath, Inc.   July 2001 - April 2002
Artificial Life, Inc.   October 1998 - May 2001
netNumina Solutions   April 1997 - October 1998
Borland International  November 1996 - April 1997
Open Environment Corporation  June 1994 - November 1996

Skills
PMO, Project Portfolio..., Program Management, PMP, SDLC, ITIL, Project Planning, Process Development, Offshoring, Outsourcing, Software Product..., Software Development, Process Improvement, Software Project..., People Management, IT Strategy, Project Delivery, Team Leadership, Resource Management, Agile, Six Sigma, Risk Management, Agile Methodologies, Team Building, Management

Education
Boston University   2007 — 2009
MS, Project Management

Boston College   1989 — 1993
BA, Computer Science

Marc Beran Marc Beran Greater Boston Area Details
Marc Beran's Fidelity Investments Experience January 1999 - January 2005
Job Managing Director
Industry Financial Services
Experience
State Street Global Markets  November 2011 - Present
Pulse Trading  November 2005 - November 2011
Piper Jaffray  January 2005 - October 2005
Fidelity Investments   January 1999 - January 2005
Fidelity Capital Markets  June 1994 - January 1999

Skills
Series 7, Series 63, Customer Service, series 55, Electronic Trading, Bloomberg, Equities, Trading, Trading Systems, Securities, Hedge Funds, Capital Markets, Series 24, Fidessa, Bloomberg Terminal, Institutional Sales

Education
Boston College   1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Lawrence Academy   1985 — 1989

Marc Albano Marc Albano Greater Boston Area Details
Marc Albano's Fidelity Investments Experience May 2006 - September 2012
Job Incentive and Performance Manager, Columbia Management
Industry Financial Services
Experience
Columbia Management  June 2013 - Present
Liberty Mutual Insurance  September 2012 - June 2013
Fidelity Investments   May 2006 - September 2012

Education
Boston College   1996 — 2000

Patrick Carney, Jr Patrick Carney, Jr Greater Boston Area Details
Patrick Carney, Jr's Fidelity Investments Experience 1996 - 1999
Job Claremont Companies
Industry Real Estate
Experience
Claremont Companies  April 2007 - Present
TUDOR INVESTMENT CORPORATION  1999 - 2007
Fidelity Investments   1996 - 1999

Education
Boston College   1991 — 1995

Robin Miller-Cole Robin Miller-Cole Holliston, Massachusetts Details
Robin Miller-Cole's Fidelity Investments Experience October 2005 - July 2010
Job Technical Writer Sr. Advisor at Dell
Industry Computer Software
Experience
Dell  November 2012 - Present
EMC  October 2011 - September 2012
Sunovion Pharmaceuticals  January 2011 - September 2011
Fidelity Investments   October 2005 - July 2010
St. Mary's Credit Union   July 2004 - July 2005
IntelliReach   March 2004 - May 2004
Computer Associates  November 2002 - February 2004
American Tower  2001 - 2003
EMC  March 2000 - October 2000
Digital Equipment Corporation  1984 - 1992

Skills
Technical Writing, Course Develop;ment, Program Management, RoboHelp, Technical Documentation, FrameMaker, SnagIt, SharePoint, Business Analysis, Software Documentation, Manuals, Requirements Analysis, Adobe Acrobat, Enterprise Software, Vendor Management, Online Help, Document Management, Content Management, Project Management, Process Improvement, MS Project, SDLC

Education
University of New Hampshire   1989 — 1993
MBA, Business

Boston College
Bachelor of Arts, Psychology and Business

Patrick Kavey Patrick Kavey Greater Boston Area Details
Patrick Kavey's Fidelity Investments Experience April 2000 - December 2004
Job Vice President at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank  December 2012 - Present
Accounting Management Solutions  January 2009 - December 2012
GW & Wade   January 2008 - December 2008
BNY Mellon Wealth Management  July 2006 - December 2007
Fidelity Investments   April 2000 - December 2004

Skills
Thought Leadership

Education
Northeastern University   2001 — 2003
MS, Taxation

Boston College   1985 — 1989
BA

Rob Reilly Rob Reilly Greater Boston Area Details
Rob Reilly's Fidelity Investments Experience 1997 - Present
Job Senior Vice President Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   1997 - Present
PriceWaterhouse  1994 - 1997
Melson Technologies  1990 - 1994

Education
Georgia Institute of Technology - Georgia Tech College of Management   1984 — 1986
M.S.M, Management

Boston College   1977 — 1981
B.S., Accounting/Computer Science

Maria Cronin Maria Cronin Greater Boston Area Details
Maria Cronin's Fidelity Investments Experience 2003 - 2014
Job Vice President at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  July 2014 - Present
Fidelity Investments   2003 - 2014
State Street  March 1998 - November 2002
Fidelity Investments   1994 - 1998
Cahners Publishing  1991 - 1994
Mills & Sanderson Publishing   1990 - 1991

Skills
Marketing Strategy, Wealth Management, Strategic Communications, Corporate Branding, Thought Leadership, Advertising, Social Media Marketing, RIA, Creative Direction, Series 24, Series 7, Series 63, Business Development, Financial Services, Asset Management, Mutual Funds, Investments, Securities, Alternative Investments, Marketing

Education
Boston College
Bachelor of Arts (BA), English Language and Literature, General

Manny Jasus Manny Jasus Greater Boston Area Details
Manny Jasus's Fidelity Investments Experience 2006 - 2007
Job Software QA Test Engineer
Industry Computer Software
Experience
Aware, Inc.   May 2014 - March 2015
Thoratec  December 2011 - November 2012
Siemens Healthcare Diagnostics  March 2011 - November 2011
iRobot  December 2007 - December 2008
Fidelity Investments   2006 - 2007
Philips Medical  2006 - 2006
Draeger Medical Systems  2004 - 2006
Abbott Labs  July 2003 - October 2003

Skills
Software test..., Test Planning, Testing, Agile Methodologies, Databases, XML, Embedded Systems, Manual Testing, Training, System Testing, Software Quality..., Integration, QTP, SDLC, Quality Assurance, FDA, HTML, Validation, SharePoint, Integration Testing, Regression Testing, Automation, Quality Center, SQL, Scrum, Selenium, Software Development, Management, Medical Devices, Embedded Software, Analysis, Product Management, Unix, Requirements Analysis, Software Documentation, Test Automation, ClearQuest, Black Box Testing, Subversion, C#, Python, Leadership, Software Engineering, Consulting

Education
Boston College
BA, German, Linguistics

Boston Latin School
HS Diploma, college track

Suffolk University
MBA, Management

University of Massachusetts, Amherst
MS coursework, Computer Sci

Nancy Watts Nancy Watts Greater Boston Area Details
Nancy Watts's Fidelity Investments Experience July 2001 - Present
Job Director, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2001 - Present
John Hancock Funds  1997 - 1999
Scudder  1992 - 1998

Education
Boston University Questrom School of Business   1994 — 1999
MBA, Marketing

Boston College   1988 — 1992

Michele Marini Michele Marini Greater Boston Area Details
Michele Marini's Fidelity Investments Experience 2005 - Present
Job Sr. Compensation Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2005 - Present
Fidelity Investments   1999 - 2004

Skills
Financial Services, Financial Analysis, Strategic Financial..., Financial Modeling, Process Improvement, Access, Analysis, Budgets, Management Consulting, Essbase, Performance Management, Varicent, Microsoft Excel, CCP

Education
Suffolk University   1996 — 1998
MSF, Finance

Boston College   1983 — 1987
BS, Finance

Holy Family HS

Michael Lombard Michael Lombard Dallas/Fort Worth Area Details
Michael Lombard's Fidelity Investments Experience July 2008 - Present
Job Vice President, Correspondent Client Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2008 - Present
Fidelity Investments   July 2006 - July 2008
Fidelity Investments   October 2004 - July 2006
Fidelity Investments   March 2004 - September 2004
Fidelity Investments   January 2003 - March 2004
Barry Murphy and Company   1997 - 2002

Skills
Series 7, Series 24, Series 55, Series 4, Financial Services, Account Management, Leadership, Securities, Wealth Management, Mutual Funds, Operations Management, Relationship Management

Education
Boston College   2002 — 2007
MBA, Finance

Tufts University   1993 — 1997
BA, History

Brooks School   1989 — 1993

Robert Shea Robert Shea Southlake, Texas Details
Robert Shea's Fidelity Investments Experience July 2013 - Present
Job Senior Director, Fidelity Institutional, Client Experience Division at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Fidelity Investments   October 2011 - July 2013
Fidelity Investments   January 2008 - October 2011
Fidelity Investments   May 2005 - January 2008
Barry Murphy Company   1996 - 2005
Castle Rock Entertainment  August 1988 - December 1988

Skills
Series 7, Financial Services, Mutual Funds, Series 63, Investments, Securities, Alternative Investments, Process Improvement, Account Management, Project Management, Team Leadership, Series 55, Series 24, Series 4, Options Strategies, mana, Operations Management, Fixed Income, Hedging, Six Sigma, Business Process..., Relationship Management, Maintaining Strong..., Manage client..., Equities, Risk Management, FINRA, CRM, Hedge Funds, Trading

Education
Boston College   1995 — 1999
Economics

Catholic Memorial   1990 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Paul Given Paul Given Providence, Rhode Island Area Details
Paul Given's Fidelity Investments Experience November 1989 - Present
Job SVP Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 1989 - Present
EDS  May 1985 - October 1989
eds  1985 - 1989

Skills
SDLC, Vendor Management, Agile Methodologies, Business Analysis, Financial Services, IT Strategy, Software Project..., Requirements Analysis, Process Improvement, Program Management, Software Development, Data Warehousing, Business Intelligence

Education
Boston College   1981 — 1985
Bachelor of Science (BS), Mathematics

Michele Butt Michele Butt Greater Boston Area Details
Michele Butt's Fidelity Investments Experience 1992 - 2003
Job Director of Reporting at John Hancock
Industry Financial Services
Experience
John Hancock  Director of ReportingJohn Hancock Life Insurance Company
Aviva  2003 - 2007
Aviva Life Insurance  2003 - 2007
Fidelity Investments   1992 - 2003

Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Financial Modeling, IFRS, Business Process..., Accounting, Risk Management, Financial Services, Insurance, Sarbanes-Oxley Act, Internal Controls, Asset Management, US GAAP

Education
Boston College   1987 — 1991

Suffolk University
Master of Business Administration (MBA)

Mark Laffey Mark Laffey Greater Boston Area Details
Mark Laffey's Fidelity Investments Experience January 2013 - Present
Job Vice President and Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
Fidelity Investments   January 2011 - December 2012
Fidelity Investments   January 2007 - December 2010

Skills
Securities Regulation, Contract Negotiation, Financial Services, Intellectual Property

Education
Suffolk University Law School   2002 — 2006
JD, Law

University of Maryland College Park   1992 — 1994
MA, Sports Management

Boston College   1984 — 1988
BA, English

Patrick Franke Patrick Franke Miami, Florida Details
Patrick Franke's Fidelity Investments Experience March 2012 - Present
Job Analyst at Fidelity Investments Pyramis
Industry Investment Management
Experience
Fidelity Investments - Pyramis   January 2015 - Present
Fidelity Investments   March 2012 - Present
Eagle Asset Management  April 2004 - September 2010
Thomas Weisel Partners  2001 - 2004
Raymond James & Associates, Inc   1995 - 1999

Skills
Fundamental Research, Stock Picking, Financial Analysis, Valuation, Investment Strategies, Investments, Equities, Research, Asset Management, Equity Research, Investment Banking, Portfolio Management

Education
Northwestern University - Kellogg School of Management   1999 — 2001
MM, Finance, Marketing and Accounting

Boston College   1991 — 1995
BA, Economics

Marquette University High School
HS

Mike Driscoll Mike Driscoll Greater Boston Area Details
Mike Driscoll's Fidelity Investments Experience 1993 - 1995
Job Corporate Controller
Industry Accounting
Experience
Plainridge Park   2010 - Present
Island Oasis  2004 - 2009
OneBeacon Insurance  2000 - 2003
Fidelity Investments - CNC Central group   1995 - 1999
Fidelity Investments   1993 - 1995
Polaroid  1990 - 1992
Polaroid  1986 - 1990
PwC  1982 - 1986

Skills
Accounting, Financial Analysis, Internal Controls, Corporate Finance, Managerial Finance, Accounts Payable, Accounts Receivable, Cost Accounting, Forecasting, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Financial system..., External auditor liaison, Financial Planning and..., Capital Budgeting, Corporate Budgeting, Personnel training &..., Inventory Control, Treasury Management, Banking Relationships, Legal liaison, Statutory reporting, Consolidations, SAP FI/CO Configuration, Insurance, Letters of Credit, Credit & collections, IRS audit liaison, Financial Process..., Management Consulting, Financial operations..., Project management, Big 4, International, Internal Audit, Shared Services, Finance, Mergers & Acquisitions, Management, Auditing, Analysis, Executive Management

Education
Boston College
BS, Economics

Boston College High School
HS Diploma, Business

D'Amore-McKim School of Business at Northeastern University
MBA, Finance/ Accounting

Michelle McNulty Michelle McNulty Greater Boston Area Details
Michelle McNulty's Fidelity Investments Experience June 1998 - February 2011
Job User Experience Research at Independent Consultant
Industry Information Technology and Services
Experience
Independent Consultant  February 2012 - Present
ImprovBoston  March 2002 - Present
One to One Interactive  February 2011 - February 2012
Fidelity Investments   June 1998 - February 2011

Education
Boston College   1994 — 1998
BS, Math

Robert Canavan Robert Canavan Hermosa Beach, California Details
Robert Canavan's Fidelity Investments Experience June 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2013 - Present
B Riley Co   February 2011 - March 2013
Fidelity Investments   February 2006 - January 2011
The Benchmark Company  February 2004 - February 2006
Brokerage America  January 2002 - February 2004
Deutsche Bank  February 1998 - January 2002

Skills
Series 65, Financial Markets, Series 7, Series 24, Series 55, Series 63, Life Insurance, Equity Trading, Financial Planning

Education
Boston College   1991 — 1995
Bachelor of Arts (BA)

Hingham High School   1988 — 1991

Patrick Kirk Patrick Kirk Greater Boston Area Details
Patrick Kirk's Fidelity Investments Experience June 2004 - August 2004
Job Manager at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers  August 2006 - Present
PricewaterhouseCoopers  July 2005 - August 2005
Fidelity Investments   June 2004 - August 2004

Skills
Project Management, Business Process, Data Analysis, Software Development, Product Management, Database Design, Offshore Software..., Microsoft Excel, Growth Strategies, Payments, Microsoft SQL Server, Revenue Assurance, Revenue Enhancement, Financial Modeling, Pricing Strategy, Pricing Analysis, ETL, Quote to Cash, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, US GAAP, IT Audit, Internal Audit, Due Diligence, Business Analysis, Information Technology

Education
Boston College
B.A., Computer Science

Boston College - Wallace E. Carroll Graduate School of Management
M.S., Business Administration

Boston College High School

Phyllis Clougherty Phyllis Clougherty Greater Boston Area Details
Phyllis Clougherty's Fidelity Investments Experience September 2013 - Present
Job DirectorRisk and Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Fidelity Investments   May 2006 - September 2013
CitiStreet  January 2002 - May 2006
Fidelity Investments   March 1990 - January 2000

Skills
Series 7, Series 24, Risk Management, Leadership, Management

Education
Boston College
Bachelor of Arts (B.A.), English and Communications

Michele Perrotti Michele Perrotti Norwood, Massachusetts Details
Michele Perrotti's Fidelity Investments Experience September 2014 - Present
Job VP, High Risk Role Program at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity Investments   April 2009 - August 2014
MFS Investment Management  March 2005 - November 2008
PwC  August 1994 - February 2005

Skills
Customer Service, Strategic Planning, Budgets, Marketing Strategy, Internal Controls, Mutual Funds, Sarbanes-Oxley Act, Complaince, Project Management, Microsoft Office, Business Analysis, Mergers & Acquisitions, Financial Modeling, Risk Management, Financial Analysis, Financial Services, Management

Education
Boston College   1990 — 1994
BS Business Administration, Business Administration/Marketing

Boston College - Wallace E. Carroll Graduate School of Management

Michelle Carpentieri Michelle Carpentieri Greater Boston Area Details
Michelle Carpentieri's Fidelity Investments Experience 1997 - 1998
Job Sales and Marketing Manager
Industry Telecommunications
Experience
Wildfire Technologies   2001 - 2002
Comverse  1999 - 2001
Comverse  1998 - 1999
Fidelity Investments   1997 - 1998
Massachusetts Department of Public Health  1996 - 1997
Boston College  1993 - 1997
West End Boys and Girls Club   1995 - 1996
Boston College  1995 - 1996

Skills
Program Management, Management

Education
Boston College   1993 — 1997
MSW, Non-profit administration

Boston College   1992 — 1996
BA, Sociology/Social Psychology

Meghan Lee Meghan Lee Greater Boston Area Details
Meghan Lee's Fidelity Investments Experience September 2007 - November 2010
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  November 2010 - Present
Fidelity Investments   September 2007 - November 2010

Education
Boston College   2012 — 2014
Master of Business Administration (M.B.A.)

Fordham University   2003 — 2007
Bachelor's Degree, Business Administration

Matthew Ezzo Matthew Ezzo Boston, Massachusetts Details
Matthew Ezzo's Fidelity Investments Experience May 2015 - Present
Job Financial Analyst
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   July 2013 - Present
Fidelity Investments   June 2012 - June 2013

Skills
Finance, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Customer Service, Financial Reporting, Equities, Fixed Income, Economics, Alternative Investments, Microsoft Word, Management, Business Strategy

Education
Boston College   2015 — 2017
Master's degree, Finance

Cedarville University   2008 — 2012
Bachelor of Arts, Finance

Mary Ann Callan Mary Ann Callan Greater Boston Area Details
Mary Ann Callan's Fidelity Investments Experience 2007 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   2007 - 2012
Fidelity Investments   2001 - 2006
Fidelity Investments   1994 - 2001
Pacific Stock Exchnage   1987 - 1993

Skills
Series 7, Series 63, Equity Trading, Equities, Trading, Capital Markets, Electronic Trading, International Equities, International Trading, Series 55, Bloomberg, Securities, Mutual Funds, Options

Education
Boston College
Bachelor of Arts (BA), Economics

Maxwell Shipp Maxwell Shipp Washington D.C. Metro Area Details
Maxwell Shipp's Fidelity Investments Experience May 2013 - September 2013
Job Technology Consultant at PwC
Industry Information Technology and Services
Experience
PwC  August 2014 - Present
Fidelity Investments   May 2013 - September 2013
Smart Lunches  January 2013 - May 2013
Cohasset Sailing Club  June 2006 - August 2011

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2014

Boston College

Matt Livingstone Matt Livingstone Boston, Massachusetts Details
Matt Livingstone's Fidelity Investments Experience November 2012 - Present
Job Director of Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2012 - Present
Fidelity Investments   October 2009 - October 2012

Skills
Financial Analysis, Investments, Strategic Financial...

Education
Boston College   2008 — 2013
Master of Business Administration (M.B.A.)

Boston College   2008 — 2013
Master of Science (MS), Finance, General

University of Massachusetts Dartmouth   1997 — 2001
Bachelor of Science (B.S.), Finance, General

Peter Kaloostian Peter Kaloostian United States Details
Peter Kaloostian's Fidelity Investments Experience August 2015 - Present
Job Associate Financial Analyst at Fidelity
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Eaton Vance  June 2014 - Present
B.C. Office of Mission and Ministry   May 2011 - Present
Berkshire Bank  June 2013 - August 2013
Uncommon Grounds  June 2005 - August 2012

Skills
PowerPoint, Customer Service, Analysis, Budgets, Microsoft Office, Microsoft Excel, Series 7, Series 63

Education
Boston College   2010 — 2014
Bachelor of Science (B.S.), Finance, Economics

Belmont Hill School   2004 — 2010

Belmont Hill School

Boston College

Wallace E. Carroll School of Management
Bachelor of Science, Management; Finance and Economics

Michael Lariviere Michael Lariviere Wellesley Hills, Massachusetts Details
Michael Lariviere's Fidelity Investments Experience January 2006 - November 2011
Job Risk Analyst at Sovereign Bank
Industry Banking
Experience
Sovereign Bank  December 2012 - April 2013
Sovereign Bank  November 2011 - December 2012
Fidelity Investments   January 2006 - November 2011

Skills
Financial Analysis, Credit Risk, Credit, Risk Management, Portfolio Management, Banking, Financial Modeling, Fixed Income, Derivatives, Credit Cards, Business Objects, SQL, SAS, IBM AS/400

Education
Boston College
Bachelor of Science (BS), Finance, General

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