Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Tom Lescoe Tom Lescoe's Fidelity Investments Experience May 2015 - Present
Job Senior Complaince Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Bankers Life 2013 - May 2015
Readsboro Inn June 2008 - July 2011
Fidelity Investments June 2002 - June 2008
Skills
Financial Services, Risk Management, Mutual Funds, Management, Securities, Life Insurance, Account Management, Insurance, Retirement, Investments, Process Improvement, Retirement Planning, Medicare, Wealth Management, Vendor Management, 401k, FINRA
Education
Suffolk University 1998 — 2001
Master's degree, Finance, General, Magna Cum Laude
Boston College 1980 — 1985
Bachelor's degree, Economics
Fidelity Investments May 2015 - Present
Bankers Life 2013 - May 2015
Readsboro Inn June 2008 - July 2011
Fidelity Investments June 2002 - June 2008
Skills
Financial Services, Risk Management, Mutual Funds, Management, Securities, Life Insurance, Account Management, Insurance, Retirement, Investments, Process Improvement, Retirement Planning, Medicare, Wealth Management, Vendor Management, 401k, FINRA
Education
Suffolk University 1998 — 2001
Master's degree, Finance, General, Magna Cum Laude
Boston College 1980 — 1985
Bachelor's degree, Economics
Chris Mikaelian Chris Mikaelian's Fidelity Investments Experience 2000 - 2002
Job Manager, Government Contracts Medical Countermeasures (MCM) at Novartis Vaccines
Industry Pharmaceuticals
Experience
Novartis Vaccines March 2013 - Present
Draper Laboratory January 2012 - February 2013
Draper Laboratory December 2009 - January 2012
BAE Systems October 2007 - December 2009
BAE Systems June 2006 - October 2007
BAE Systems May 2004 - June 2007
BAE Systems June 2005 - May 2006
BAE Systems May 2004 - June 2005
Fidelity Investments 2000 - 2002
Skills
Contract Management, Negotiation, Corporate Finance, ERP, Proposal Writing, PeopleSoft, Government Contracting, Government Procurement, Federal Government, FAR, DoD, Active DoD Top Secret..., ITAR, EAR, Process Improvement, Continuous Improvement, Oracle E-Business Suite, Defense, Aerospace, Financial Analysis, Financial Modeling, Financial Reporting, Contract Negotiation, Security Clearance, Requirements Analysis, Earned Value Management, Program Management, Risk Management, Integration, Leadership, Management, Strategy, Systems Engineering, Policy, Training, CRM, Government, Military, Cross-functional Team..., Procurement, Cost Benefit, Six Sigma, Business Process, Defense Contracting
Education
NCMA Contract Management Leadership Development Program 2012 — 2013
CMLDP Graduate, Leadership & Contract Management
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Corporate Finance
Bryant University 2000 — 2004
BSBA, Finance, Legal Studies
Lyon College 1995 — 1997
Bachelor of Science, Biology
Novartis Vaccines March 2013 - Present
Draper Laboratory January 2012 - February 2013
Draper Laboratory December 2009 - January 2012
BAE Systems October 2007 - December 2009
BAE Systems June 2006 - October 2007
BAE Systems May 2004 - June 2007
BAE Systems June 2005 - May 2006
BAE Systems May 2004 - June 2005
Fidelity Investments 2000 - 2002
Skills
Contract Management, Negotiation, Corporate Finance, ERP, Proposal Writing, PeopleSoft, Government Contracting, Government Procurement, Federal Government, FAR, DoD, Active DoD Top Secret..., ITAR, EAR, Process Improvement, Continuous Improvement, Oracle E-Business Suite, Defense, Aerospace, Financial Analysis, Financial Modeling, Financial Reporting, Contract Negotiation, Security Clearance, Requirements Analysis, Earned Value Management, Program Management, Risk Management, Integration, Leadership, Management, Strategy, Systems Engineering, Policy, Training, CRM, Government, Military, Cross-functional Team..., Procurement, Cost Benefit, Six Sigma, Business Process, Defense Contracting
Education
NCMA Contract Management Leadership Development Program 2012 — 2013
CMLDP Graduate, Leadership & Contract Management
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Corporate Finance
Bryant University 2000 — 2004
BSBA, Finance, Legal Studies
Lyon College 1995 — 1997
Bachelor of Science, Biology
Sean Toland Sean Toland's Fidelity Investments Experience July 2014 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments November 2011 - July 2014
Fidelity Investments November 2009 - November 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Boston College 2001 — 2005
Bachelor's degree
Andover High School
Fidelity Investments July 2014 - Present
Fidelity Investments November 2011 - July 2014
Fidelity Investments November 2009 - November 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Boston College 2001 — 2005
Bachelor's degree
Andover High School
Tom Ring's Fidelity Investments Experience June 2014 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Janney Montgomery Scott LLC April 2012 - June 2014
Brinker Capital August 2010 - March 2012
Keystone Capital Advisors June 2009 - July 2010
McAndrews Law Offices, P.C. (MLO) May 2009 - June 2009
Skills
Mutual Funds, Equities, Asset Allocation, Alternative Investments, Life & Health Insurance..., Securities, Asset Management, Investment Strategies, Series 7, Series 66, Uniform Combined State..., Wealth Management, Investment Advisory, ETFs, Retirement, Retirement Planning
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, 3.5 GPA
Conestoga High School 2001 — 2005
Fidelity Investments June 2014 - Present
Janney Montgomery Scott LLC April 2012 - June 2014
Brinker Capital August 2010 - March 2012
Keystone Capital Advisors June 2009 - July 2010
McAndrews Law Offices, P.C. (MLO) May 2009 - June 2009
Skills
Mutual Funds, Equities, Asset Allocation, Alternative Investments, Life & Health Insurance..., Securities, Asset Management, Investment Strategies, Series 7, Series 66, Uniform Combined State..., Wealth Management, Investment Advisory, ETFs, Retirement, Retirement Planning
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, 3.5 GPA
Conestoga High School 2001 — 2005
Christopher Campanella Christopher Campanella's Fidelity Investments Experience May 2003 - August 2003
Job Director of Operations and Global Sterilization
Industry Medical Devices
Experience
Boston Scientific June 2015 - Present
Boston Scientific November 2011 - June 2015
Boston Scientific March 2009 - November 2011
Boston Scientific September 2006 - February 2009
Boston Scientific May 2004 - September 2006
Fidelity Investments May 2003 - August 2003
Arthur Andersen Business Consulting July 1999 - July 2002
General Electric June 1998 - June 1999
Skills
Six Sigma, Manufacturing, Leadership, Finance, Business Analytics, Product Development, Medical Devices, Continuous Improvement, Program Management, Business Process..., FDA, Team Building, Process Improvement, Cross-functional Team..., Lean Manufacturing, Quality System, Management, Strategic Planning, Supply Chain, Supply Chain Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Concentration in Operations and Finance, GPA 3.87
Clarkson University 1994 — 1998
Bachelor's Degree, Interdisciplinary Engineering and Management, GPA 3.7
Boston Scientific June 2015 - Present
Boston Scientific November 2011 - June 2015
Boston Scientific March 2009 - November 2011
Boston Scientific September 2006 - February 2009
Boston Scientific May 2004 - September 2006
Fidelity Investments May 2003 - August 2003
Arthur Andersen Business Consulting July 1999 - July 2002
General Electric June 1998 - June 1999
Skills
Six Sigma, Manufacturing, Leadership, Finance, Business Analytics, Product Development, Medical Devices, Continuous Improvement, Program Management, Business Process..., FDA, Team Building, Process Improvement, Cross-functional Team..., Lean Manufacturing, Quality System, Management, Strategic Planning, Supply Chain, Supply Chain Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Concentration in Operations and Finance, GPA 3.87
Clarkson University 1994 — 1998
Bachelor's Degree, Interdisciplinary Engineering and Management, GPA 3.7
Travis Carpico's Fidelity Investments Experience October 2014 - Present
Job Head of Stock Plan Global Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments January 2012 - October 2014
Fidelity Investments May 2006 - January 2012
HR Access Solutions (Fidelity Investments) August 2003 - April 2006
Fidelity Investments September 2000 - August 2003
U.S. Foodservice February 1998 - September 2000
Tri-State Communications May 1995 - January 1998
CDA Investment Technologies (Thomson Corporation) September 1994 - May 1995
Ruesch International October 1993 - September 1994
Education
Boston College 1989 — 1993
B.A.
Universidad del Salvador 1992 — 1992
Fidelity Investments October 2014 - Present
Fidelity Investments January 2012 - October 2014
Fidelity Investments May 2006 - January 2012
HR Access Solutions (Fidelity Investments) August 2003 - April 2006
Fidelity Investments September 2000 - August 2003
U.S. Foodservice February 1998 - September 2000
Tri-State Communications May 1995 - January 1998
CDA Investment Technologies (Thomson Corporation) September 1994 - May 1995
Ruesch International October 1993 - September 1994
Education
Boston College 1989 — 1993
B.A.
Universidad del Salvador 1992 — 1992
Cristian Lopez Cristian Lopez's Fidelity Investments Experience May 2013 - August 2013
Job Management Consultant at PwC
Industry Financial Services
Experience
PwC August 2014 - Present
Boston College June 2014 - August 2014
Boston College Student Services September 2013 - May 2014
Boston College September 2013 - December 2013
Fidelity Investments May 2013 - August 2013
PwC June 2012 - August 2012
Boston Business Concepts Inc. May 2011 - August 2011
City of Lynn May 2010 - August 2010
Skills
Non-profits, Sports, Spanish, Public Speaking, Event Planning, Program Management, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Fundraising, Research, Social Media, Nonprofits, Leadership, Sales, Budgets, Finance, Access
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science, Accounting and Finance
Universidad Carlos III de Madrid 2012 — 2012
BC in Madrid Study Abroad Program
Lynn Classical High School 2006 — 2010
High School Diploma
PwC August 2014 - Present
Boston College June 2014 - August 2014
Boston College Student Services September 2013 - May 2014
Boston College September 2013 - December 2013
Fidelity Investments May 2013 - August 2013
PwC June 2012 - August 2012
Boston Business Concepts Inc. May 2011 - August 2011
City of Lynn May 2010 - August 2010
Skills
Non-profits, Sports, Spanish, Public Speaking, Event Planning, Program Management, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Fundraising, Research, Social Media, Nonprofits, Leadership, Sales, Budgets, Finance, Access
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science, Accounting and Finance
Universidad Carlos III de Madrid 2012 — 2012
BC in Madrid Study Abroad Program
Lynn Classical High School 2006 — 2010
High School Diploma
Bora Vukaj's Fidelity Investments Experience June 2009 - August 2009
Job Pricing Manager at Iron Mountain
Industry Information Services
Experience
Iron Mountain February 2015 - Present
Iron Mountain March 2012 - February 2015
Iron Mountain June 2010 - March 2012
CBRE Investors January 2010 - May 2010
Fidelity Investments June 2009 - August 2009
Haley & Aldrich May 2005 - August 2008
Skills
Financial Analysis, Pricing Strategy, Microsoft Excel, Business Strategy, Budgets, Finance, Competitive Analysis, PowerPoint
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA, Finance
Tufts University 2004 — 2007
Master of Engineering, Geotechnical Engineering
Tufts University 2000 — 2004
Bachelor of Science, Civil Engineering
Iron Mountain February 2015 - Present
Iron Mountain March 2012 - February 2015
Iron Mountain June 2010 - March 2012
CBRE Investors January 2010 - May 2010
Fidelity Investments June 2009 - August 2009
Haley & Aldrich May 2005 - August 2008
Skills
Financial Analysis, Pricing Strategy, Microsoft Excel, Business Strategy, Budgets, Finance, Competitive Analysis, PowerPoint
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA, Finance
Tufts University 2004 — 2007
Master of Engineering, Geotechnical Engineering
Tufts University 2000 — 2004
Bachelor of Science, Civil Engineering
Albert G Wong Albert G Wong's Fidelity Investments Experience June 2012 - August 2012
Job Managing a new business and trying to survive the chaos.
Industry Financial Services
Experience
Eastern Pearl, Inc July 2014 - Present
Boston College April 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Project Bread September 2009 - May 2010
Skills
Microsoft Excel, Java, Financial Analysis, Financial Modeling, Photoshop, PowerPoint, Microsoft Word, Data Analysis, Social Media, Financial Reporting, Customer Service, Research, Leadership, Microsoft Office, Nonprofits
Education
Boston College - Carroll School of Management 2009 — 2013
BS, Finance, Computer Science
The Hong Kong University of Science and Technology 2011 — 2012
Finance
Eastern Pearl, Inc July 2014 - Present
Boston College April 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Project Bread September 2009 - May 2010
Skills
Microsoft Excel, Java, Financial Analysis, Financial Modeling, Photoshop, PowerPoint, Microsoft Word, Data Analysis, Social Media, Financial Reporting, Customer Service, Research, Leadership, Microsoft Office, Nonprofits
Education
Boston College - Carroll School of Management 2009 — 2013
BS, Finance, Computer Science
The Hong Kong University of Science and Technology 2011 — 2012
Finance
Susan Klapisch's Fidelity Investments Experience January 1995 - February 2000
Job Creative Services at J. Jill
Industry Marketing and Advertising
Experience
J. Jill September 2014 - Present
Consultant September 2013 - August 2014
Iron Mountain August 2011 - August 2013
Consultant July 2009 - September 2011
Holland-Mark June 2008 - June 2009
Cambridge BioMarketing 2002 - July 2007
Fidelity Investments January 1995 - February 2000
Fidelity Investments January 1991 - December 1994
Skills
Direct Mail, Integrated Marketing, Advertising, Marketing Strategy, Email Marketing, Marketing, Digital Marketing, Strategy, Management, Leadership, Cross-functional Team..., Brand Management, Project Management, Media Relations, Strategic Planning, Creative Direction, Marketing Communications, Lead Generation, CRM
Education
Boston College 1982 — 1985
B.A, Marketing/Psychology
J. Jill September 2014 - Present
Consultant September 2013 - August 2014
Iron Mountain August 2011 - August 2013
Consultant July 2009 - September 2011
Holland-Mark June 2008 - June 2009
Cambridge BioMarketing 2002 - July 2007
Fidelity Investments January 1995 - February 2000
Fidelity Investments January 1991 - December 1994
Skills
Direct Mail, Integrated Marketing, Advertising, Marketing Strategy, Email Marketing, Marketing, Digital Marketing, Strategy, Management, Leadership, Cross-functional Team..., Brand Management, Project Management, Media Relations, Strategic Planning, Creative Direction, Marketing Communications, Lead Generation, CRM
Education
Boston College 1982 — 1985
B.A, Marketing/Psychology
Vince Rivers Vince Rivers's Fidelity Investments Experience June 2000 - February 2004
Job Senior Portfolio Manager at J O Hambro Capital Management
Industry Investment Management
Experience
J O Hambro Capital Management June 2014 - Present
Pyramis Global Advisors March 2006 - 2013
Wellington Management March 2004 - March 2006
Fidelity Investments June 2000 - February 2004
Fleet Bank 1996 - 1999
Skills
Mutual Funds, Trading, Investment Management, Series 7, Investment Strategies, Equity Research, Equity Valuation, Hedge Funds, Commercial Banking, Equities, Capital Markets, Financial Modeling, Investments, Information Technology, Telecommunication..., Cable Networks, Bonds, Emerging Markets, Securities
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
J O Hambro Capital Management June 2014 - Present
Pyramis Global Advisors March 2006 - 2013
Wellington Management March 2004 - March 2006
Fidelity Investments June 2000 - February 2004
Fleet Bank 1996 - 1999
Skills
Mutual Funds, Trading, Investment Management, Series 7, Investment Strategies, Equity Research, Equity Valuation, Hedge Funds, Commercial Banking, Equities, Capital Markets, Financial Modeling, Investments, Information Technology, Telecommunication..., Cable Networks, Bonds, Emerging Markets, Securities
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
Russell Kellogg's Fidelity Investments Experience July 2013 - August 2014
Job Due Diligence Analyst at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network August 2014 - Present
Fidelity Investments July 2013 - August 2014
Fidelity Investments January 2013 - June 2013
Hermes Fund Managers July 2012 - August 2012
Skills
Series 7, Fixed Income, Mutual Funds, Securities, Investments, Trading, Banking, Bonds, Cash Management, Analysis, Loans, Funding, Bloomberg, Bloomberg Terminal, Microsoft Excel, Economics, PowerPoint
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. John's Preparatory School 2005 — 2009
Commonwealth Financial Network August 2014 - Present
Fidelity Investments July 2013 - August 2014
Fidelity Investments January 2013 - June 2013
Hermes Fund Managers July 2012 - August 2012
Skills
Series 7, Fixed Income, Mutual Funds, Securities, Investments, Trading, Banking, Bonds, Cash Management, Analysis, Loans, Funding, Bloomberg, Bloomberg Terminal, Microsoft Excel, Economics, PowerPoint
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. John's Preparatory School 2005 — 2009
Thomas E. Vieira's Fidelity Investments Experience 1993 - 2002
Job
Industry Financial Services
Experience
Lincoln Financial Advisors 2004 - Present
Keefe, Bruyette & Woods 2002 - 2003
Fidelity Investments 1993 - 2002
Jesuit International Volunteer 1991 - 1992
Skills
Investments, Wealth, Financial Services, Retirement Planning, Securities, Investment Strategies, Mutual Funds, Financial Planning, Series 7, Equities, Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Asset Allocation, Financial Analysis
Education
Boston College 1987 — 1991
Bachelor of Arts (B.A.), Economics
St. Joseph's Preparatory School 1983 — 1987
Lincoln Financial Advisors 2004 - Present
Keefe, Bruyette & Woods 2002 - 2003
Fidelity Investments 1993 - 2002
Jesuit International Volunteer 1991 - 1992
Skills
Investments, Wealth, Financial Services, Retirement Planning, Securities, Investment Strategies, Mutual Funds, Financial Planning, Series 7, Equities, Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Asset Allocation, Financial Analysis
Education
Boston College 1987 — 1991
Bachelor of Arts (B.A.), Economics
St. Joseph's Preparatory School 1983 — 1987
Stephen Hackley Stephen Hackley's Fidelity Investments Experience 1993 - 1997
Job Senior Regional Vice President at Comcast
Industry Broadcast Media
Experience
Comcast 2002 - 2012
The Hanover Insurance Group 1998 - 2002
Fidelity Investments 1993 - 1997
Skills
Team Building, Strategic Planning, Marketing Strategy, Coaching, Budgets, Account Management, New Business Development, Forecasting
Education
Boston College 1992 — 1996
Master of Business Administration (MBA), Operations and Strategic Management
University of Rochester 1982 — 1986
Bachelor of Arts (B.A.), Economics
Comcast 2002 - 2012
The Hanover Insurance Group 1998 - 2002
Fidelity Investments 1993 - 1997
Skills
Team Building, Strategic Planning, Marketing Strategy, Coaching, Budgets, Account Management, New Business Development, Forecasting
Education
Boston College 1992 — 1996
Master of Business Administration (MBA), Operations and Strategic Management
University of Rochester 1982 — 1986
Bachelor of Arts (B.A.), Economics
Adam Krueckeberg Adam Krueckeberg's Fidelity Investments Experience April 2006 - July 2009
Job Associate Dean of Finance and Administration, Boston College School of Theology and Ministry at Boston College
Industry Financial Services
Experience
Boston College December 2012 - Present
Roche Center For Catholic Education, Boston College June 2012 - December 2012
Roche Center for Catholic Education May 2011 - May 2012
Boston College September 2009 - May 2012
Fidelity Investments April 2006 - July 2009
Fidelity Investments November 2004 - March 2006
Fidelity Investments April 2001 - October 2004
Covansys March 1998 - April 2001
American Management Systems (AMS) June 1995 - March 1998
Skills
Project Management, Six Sigma, Quality Assurance, Systems Analysis, Agile Methodologies, Process Analysis, Catholic Theology, Program Management, Data Analysis, Process Improvement, Research, Public Speaking, Workshop Facilitation, Training Facilitation, Development & delivery..., Business Coaching, Executive Coaching, Lean Operations, Lean Transformation, Spiritual Leadership, Spirituality, Ignatian Spirituality, Analysis, Business Analysis, Change Management, Community Outreach, Leadership, Requirements Analysis, Strategy, Theology
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management, 3.9
Boston College School of Theology and Ministry 2009 — 2012
MA Pastoral Ministry, Concentration in Church Management, 3.9
Princeton University 1990 — 1995
BA with Honors, Religion
Northport High School
Boston College December 2012 - Present
Roche Center For Catholic Education, Boston College June 2012 - December 2012
Roche Center for Catholic Education May 2011 - May 2012
Boston College September 2009 - May 2012
Fidelity Investments April 2006 - July 2009
Fidelity Investments November 2004 - March 2006
Fidelity Investments April 2001 - October 2004
Covansys March 1998 - April 2001
American Management Systems (AMS) June 1995 - March 1998
Skills
Project Management, Six Sigma, Quality Assurance, Systems Analysis, Agile Methodologies, Process Analysis, Catholic Theology, Program Management, Data Analysis, Process Improvement, Research, Public Speaking, Workshop Facilitation, Training Facilitation, Development & delivery..., Business Coaching, Executive Coaching, Lean Operations, Lean Transformation, Spiritual Leadership, Spirituality, Ignatian Spirituality, Analysis, Business Analysis, Change Management, Community Outreach, Leadership, Requirements Analysis, Strategy, Theology
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management, 3.9
Boston College School of Theology and Ministry 2009 — 2012
MA Pastoral Ministry, Concentration in Church Management, 3.9
Princeton University 1990 — 1995
BA with Honors, Religion
Northport High School
Sheila Chheda Sheila Chheda's Fidelity Investments Experience June 2010 - August 2010
Job MBA Candidate at MIT Sloan School of Management
Industry Higher Education
Experience
MIT Sloan School of Management August 2015 - Present
Barclays Investment Bank October 2014 - June 2015
Barclays Investment Bank September 2012 - September 2014
Catalina Marketing (formerly Modiv Media) June 2011 - August 2012
Fidelity Investments June 2010 - August 2010
NeoSaej June 2009 - August 2009
Quattro Wireless (part of Apple) June 2008 - August 2008
Skills
Data Analysis, Business Analysis, CRM, Project Management, SDLC, Program Management, Investment Banking, IT Strategy, Leadership, User Experience, Microsoft Excel, Technology Change..., Mobile Technology, PowerPoint, Project Planning, Teaching English as a..., Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London 2010 — 2010
Economics
Bedford High School 2003 — 2007
MIT Sloan School of Management August 2015 - Present
Barclays Investment Bank October 2014 - June 2015
Barclays Investment Bank September 2012 - September 2014
Catalina Marketing (formerly Modiv Media) June 2011 - August 2012
Fidelity Investments June 2010 - August 2010
NeoSaej June 2009 - August 2009
Quattro Wireless (part of Apple) June 2008 - August 2008
Skills
Data Analysis, Business Analysis, CRM, Project Management, SDLC, Program Management, Investment Banking, IT Strategy, Leadership, User Experience, Microsoft Excel, Technology Change..., Mobile Technology, PowerPoint, Project Planning, Teaching English as a..., Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London 2010 — 2010
Economics
Bedford High School 2003 — 2007
Sarah Crowley's Fidelity Investments Experience January 1991 - April 1997
Job Experienced marketing professional with demonstrated success in launching and building leading brands.
Industry Marketing and Advertising
Experience
Kayem Foods Inc. April 2009 - Present
Marcus Marketing May 2008 - October 2012
Staples September 2004 - January 2008
Staples August 2000 - September 2004
Staples August 1998 - July 2000
PGR Media May 1997 - July 1998
Fidelity Investments January 1991 - April 1997
Hill Holliday August 1983 - December 1990
Skills
E-commerce, Direct Marketing, Brand Development, Integrated Marketing, Marketing Strategy, Marketing, Product Marketing, Media Planning, Strategy, Social Media, Sales, Management, Market Planning, Digital Marketing, Public Relations, Brand Management, Email Marketing
Education
Boston College 1978 — 1982
Kayem Foods Inc. April 2009 - Present
Marcus Marketing May 2008 - October 2012
Staples September 2004 - January 2008
Staples August 2000 - September 2004
Staples August 1998 - July 2000
PGR Media May 1997 - July 1998
Fidelity Investments January 1991 - April 1997
Hill Holliday August 1983 - December 1990
Skills
E-commerce, Direct Marketing, Brand Development, Integrated Marketing, Marketing Strategy, Marketing, Product Marketing, Media Planning, Strategy, Social Media, Sales, Management, Market Planning, Digital Marketing, Public Relations, Brand Management, Email Marketing
Education
Boston College 1978 — 1982
Teri Degnan Teri Degnan's Fidelity Investments Experience 1992 - 2004
Job Broker Owner at Teri Degnan Real Estate & Consulting, LTD
Industry Real Estate
Experience
Teri Degnan Real Estate & Consulting, LTD June 2012 - Present
Keller Williams Realty September 2006 - June 2012
Fidelity Investments 1992 - 2004
Skills
Buyer Representation, Real Estate Transactions, Residential Homes, Real Estate, Condos, Commercial Real Estate, Sellers, First Time Home Buyers, Short Sales, Investment Properties, Mortgage Lending, Relocation, Property, Single Family Homes, Marketing, Foreclosures, Negotiation, Contract Negotiation, Investors
Education
Suffolk University Law School 1996 — 1998
JD, Law
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Business
Boston College 1984 — 1988
BA
Teri Degnan Real Estate & Consulting, LTD June 2012 - Present
Keller Williams Realty September 2006 - June 2012
Fidelity Investments 1992 - 2004
Skills
Buyer Representation, Real Estate Transactions, Residential Homes, Real Estate, Condos, Commercial Real Estate, Sellers, First Time Home Buyers, Short Sales, Investment Properties, Mortgage Lending, Relocation, Property, Single Family Homes, Marketing, Foreclosures, Negotiation, Contract Negotiation, Investors
Education
Suffolk University Law School 1996 — 1998
JD, Law
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Business
Boston College 1984 — 1988
BA
Tobi Russell's Fidelity Investments Experience October 1995 - 2009
Job VP Talent Management, Acquisition and Benefits at The Cumberland Gulf Group
Industry Retail
Experience
The Cumberland Gulf Group April 2012 - Present
The Hanover Insurance Group November 2009 - April 2012
Fidelity Investments October 1995 - 2009
Scitex America December 1993 - October 1995
Abt Associates June 1992 - December 1993
Talbots June 1988 - December 1992
Education
University of Massachusetts Boston 1990 — 1993
MA, Organizational Development
Boston College 1984 — 1988
BA, Human Development
The Cumberland Gulf Group April 2012 - Present
The Hanover Insurance Group November 2009 - April 2012
Fidelity Investments October 1995 - 2009
Scitex America December 1993 - October 1995
Abt Associates June 1992 - December 1993
Talbots June 1988 - December 1992
Education
University of Massachusetts Boston 1990 — 1993
MA, Organizational Development
Boston College 1984 — 1988
BA, Human Development
Sandra Ventresca's Fidelity Investments Experience March 2005 - Present
Job Sr QA Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments March 2005 - Present
Skills
Agile Methodologies, Requirements Analysis, SDLC, Software Project..., SQL
Education
Boston College 1988 — 1992
Fidelity Investments March 2005 - Present
Skills
Agile Methodologies, Requirements Analysis, SDLC, Software Project..., SQL
Education
Boston College 1988 — 1992
Tom McGirr's Fidelity Investments Experience May 2012 - Present
Job Senior Vice President Participant Products and TaxExempt Markets at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Lincoln Financial Group November 2008 - May 2012
Fidelity Investments 1996 - 2008
Skills
Mutual Funds, Investments, Series 63, Financial Services, Series 7, Wealth Management, Retirement, Strategy
Education
Boston College 1983 — 1987
BA, Economics
Old Saybrook High School
Fidelity Investments May 2012 - Present
Lincoln Financial Group November 2008 - May 2012
Fidelity Investments 1996 - 2008
Skills
Mutual Funds, Investments, Series 63, Financial Services, Series 7, Wealth Management, Retirement, Strategy
Education
Boston College 1983 — 1987
BA, Economics
Old Saybrook High School
Bob Fischer Bob Fischer's Fidelity Investments Experience September 1993 - December 2008
Job Regional Agile Delivery Lead
Industry Information Technology and Services
Experience
Eliassen Group March 2015 - Present
SolutionsIQ December 2014 - March 2015
BigVisible (acquired by SolutionsIQ) March 2009 - November 2014
WomenLEAD Inc. 2012 - August 2014
The Partnership for Successful Living July 2011 - June 2014
Nashua Scrum Club January 2009 - September 2011
The Partnership for Successful Living November 2005 - June 2011
Fidelity Investments September 1993 - December 2008
Sun Microsystems January 1989 - August 1993
Symbolics May 1982 - June 1985
Skills
Program Management, SDLC, Cross-functional Team..., Software Project..., Project Management, Enterprise Software, Strategy, Business Analysis, Agile Methodologies, Strategic Planning, Process Improvement, Management, Coaching, PMP, Requirements Analysis, Requirements Gathering, Integration, PMO, IT Strategy, Project Portfolio..., Solution Architecture, Business Intelligence, Software Development, Team Building, Business Process..., IT Management, Agile Project Management, Training, SOA, Testing, Management Consulting, SaaS, Systems Analysis, Cloud Computing, Vendor Management, CRM, Business Requirements, Executive Coaching, Quality Assurance, Presentations, Continuous Integration, MS Project, Governance, Agile Testing, Architecture, Agile Leadership, Organizational Agility, Large Group Facilitation, Agile Software..., Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Certificate
Worcester Polytechnic Institute 1977 — 1980
Eliassen Group March 2015 - Present
SolutionsIQ December 2014 - March 2015
BigVisible (acquired by SolutionsIQ) March 2009 - November 2014
WomenLEAD Inc. 2012 - August 2014
The Partnership for Successful Living July 2011 - June 2014
Nashua Scrum Club January 2009 - September 2011
The Partnership for Successful Living November 2005 - June 2011
Fidelity Investments September 1993 - December 2008
Sun Microsystems January 1989 - August 1993
Symbolics May 1982 - June 1985
Skills
Program Management, SDLC, Cross-functional Team..., Software Project..., Project Management, Enterprise Software, Strategy, Business Analysis, Agile Methodologies, Strategic Planning, Process Improvement, Management, Coaching, PMP, Requirements Analysis, Requirements Gathering, Integration, PMO, IT Strategy, Project Portfolio..., Solution Architecture, Business Intelligence, Software Development, Team Building, Business Process..., IT Management, Agile Project Management, Training, SOA, Testing, Management Consulting, SaaS, Systems Analysis, Cloud Computing, Vendor Management, CRM, Business Requirements, Executive Coaching, Quality Assurance, Presentations, Continuous Integration, MS Project, Governance, Agile Testing, Architecture, Agile Leadership, Organizational Agility, Large Group Facilitation, Agile Software..., Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Certificate
Worcester Polytechnic Institute 1977 — 1980
Amy Walker Martin Amy Walker Martin's Fidelity Investments Experience 1996 - 1997
Job Marketing, Strategy and Communications Professional
Industry Marketing and Advertising
Experience
reacHIRE September 2014 - Present
Phillips Academy 2010 - 2014
Endicott College 2008 - 2010
AWM Marketing Management 2008 - 2010
charmedbyamy.com 2002 - 2008
Veryfine Products 1997 - 2000
Fidelity Investments 1996 - 1997
HP Hood LLC 1994 - 1996
HP Hood LLC 1993 - 1994
Ocean Spray Cranberries July 1992 - December 1992
Skills
Marketing, Strategy, Management, Marketing Communications, Advertising, Marketing Strategy, Public Relations, Leadership, Strategic Planning, Market Research, Public Speaking, Research, Social Media, Fundraising, Social Media Marketing, Program Development, Non-profits, Brand Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA, Marketing, Strategic Management
University of Vermont 1983 — 1987
BA, Political Science, Art History
reacHIRE September 2014 - Present
Phillips Academy 2010 - 2014
Endicott College 2008 - 2010
AWM Marketing Management 2008 - 2010
charmedbyamy.com 2002 - 2008
Veryfine Products 1997 - 2000
Fidelity Investments 1996 - 1997
HP Hood LLC 1994 - 1996
HP Hood LLC 1993 - 1994
Ocean Spray Cranberries July 1992 - December 1992
Skills
Marketing, Strategy, Management, Marketing Communications, Advertising, Marketing Strategy, Public Relations, Leadership, Strategic Planning, Market Research, Public Speaking, Research, Social Media, Fundraising, Social Media Marketing, Program Development, Non-profits, Brand Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA, Marketing, Strategic Management
University of Vermont 1983 — 1987
BA, Political Science, Art History
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
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
Tina Hartnett's Fidelity Investments Experience September 1992 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1992 - Present
Education
Lafayette College 1988 — 1992
Bachelor of Arts (BA), Economics
Boston College 1996 — 1999
Master of Business Administration (MBA), Business
Fidelity Investments September 1992 - Present
Education
Lafayette College 1988 — 1992
Bachelor of Arts (BA), Economics
Boston College 1996 — 1999
Master of Business Administration (MBA), Business
Susan Gilmore's Fidelity Investments Experience October 1995 - April 2000
Job Director and Program Manager, US WorkSmart Initiative at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services March 2014 - Present
John Hancock Financial Services 2011 - March 2014
John Hancock Financial Services 2004 - 2010
John Hancock Financial Services May 2000 - August 2004
Fidelity Investments October 1995 - April 2000
Skills
Financial Services, Management, Finance, Risk Management, Process Improvement, Strategic Planning, Insurance, Mutual Funds, Business Analysis, Investments
Education
Boston College
Bachelor of Science (B.S.), Business Administration and Accounting
Watertown High School
High School
John Hancock Financial Services March 2014 - Present
John Hancock Financial Services 2011 - March 2014
John Hancock Financial Services 2004 - 2010
John Hancock Financial Services May 2000 - August 2004
Fidelity Investments October 1995 - April 2000
Skills
Financial Services, Management, Finance, Risk Management, Process Improvement, Strategic Planning, Insurance, Mutual Funds, Business Analysis, Investments
Education
Boston College
Bachelor of Science (B.S.), Business Administration and Accounting
Watertown High School
High School
Thomas Dunn's Fidelity Investments Experience July 2014 - Present
Job Vice President, Content at Fidelity Investments, Workplace Investing
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments, Shared Services August 2013 - June 2014
Fidelity Investments September 2010 - July 2013
Fidelity Investments May 2007 - September 2010
Fidelity Investments August 2005 - May 2007
Fidelity Investments June 1998 - July 2005
Fidelity Investments December 1986 - May 1998
Stop & Shop Companies Inc May 1982 - December 1986
Coopers & Lybrand November 1977 - May 1982
Skills
Trading Systems, Change Management, Risk Management, Program Management, Management, Process Improvement, Leadership, Strategy, Customer Service, Strategic Planning
Education
Boston College 1974 — 1978
Bachelor of Science, Accounting & Computer Science
Boston University
Masters of Business Administration, Financial Services
Fidelity Investments July 2014 - Present
Fidelity Investments, Shared Services August 2013 - June 2014
Fidelity Investments September 2010 - July 2013
Fidelity Investments May 2007 - September 2010
Fidelity Investments August 2005 - May 2007
Fidelity Investments June 1998 - July 2005
Fidelity Investments December 1986 - May 1998
Stop & Shop Companies Inc May 1982 - December 1986
Coopers & Lybrand November 1977 - May 1982
Skills
Trading Systems, Change Management, Risk Management, Program Management, Management, Process Improvement, Leadership, Strategy, Customer Service, Strategic Planning
Education
Boston College 1974 — 1978
Bachelor of Science, Accounting & Computer Science
Boston University
Masters of Business Administration, Financial Services
Ryan Woodhouse's Fidelity Investments Experience June 2014 - August 2014
Job Resident Assistant at Boston College Office of Residential Life
Industry Financial Services
Experience
Boston College Office of Residential Life 2015 - Present
Boston College September 2011 - Present
CCA Group, LLC June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Lexington Little League March 2008 - 2014
Boston Sports Club May 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Java, Stata, Python, Visual Basic, Social Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (M.S.), Finance
Boston College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Boston College Office of Residential Life 2015 - Present
Boston College September 2011 - Present
CCA Group, LLC June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Lexington Little League March 2008 - 2014
Boston Sports Club May 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Java, Stata, Python, Visual Basic, Social Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (M.S.), Finance
Boston College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Steve Deroian's Fidelity Investments Experience November 2007 - June 2013
Job Senior Vice President North American Product Specialist Risk Based Investment Solutions at Rothschild Asset Management
Industry Financial Services
Experience
Rothschild Asset Management September 2015 - Present
F-Squared Investments June 2013 - July 2015
Fidelity Investments November 2007 - June 2013
Fidelity Investments March 2006 - October 2007
Fidelity Investments August 2003 - February 2006
Skills
ETFs, Relationship Management, Product Development, Investment Strategies, Product Management, Wholesale, Series 7, Mutual Funds, Brokerage, Equity Trading, Investment Advisory, Equities, Investment Management, Index Funds, Series 63, Series 4, Series 8, Alternative Investments, FINRA, Strategic Planning, Marketing Strategy
Education
Boston College 1991 — 1995
BA, History
Haverhill High School 1987 — 1991
High School
Rothschild Asset Management September 2015 - Present
F-Squared Investments June 2013 - July 2015
Fidelity Investments November 2007 - June 2013
Fidelity Investments March 2006 - October 2007
Fidelity Investments August 2003 - February 2006
Skills
ETFs, Relationship Management, Product Development, Investment Strategies, Product Management, Wholesale, Series 7, Mutual Funds, Brokerage, Equity Trading, Investment Advisory, Equities, Investment Management, Index Funds, Series 63, Series 4, Series 8, Alternative Investments, FINRA, Strategic Planning, Marketing Strategy
Education
Boston College 1991 — 1995
BA, History
Haverhill High School 1987 — 1991
High School
Sheila C Cavanaugh Sheila C Cavanaugh's Fidelity Investments Experience 1996 - 2012
Job Corporate Communications Professional, Published Writer, Keynote Speaker, Community Advocate, Prison Minister
Industry Financial Services
Experience
Fidelity Investments 1996 - 2012
PwC 1993 - 1996
Soros Foundation 1993 - 1993
The Long-Term Credit Bank of Japan 1988 - 1989
United Nations High Commissioner for Refugees 1987 - 1988
The Chase Manhattan Bank 1985 - 1987
Skills
Public Speaking, Corporate Communications, Community Outreach, Employee Engagement, Thought Leadership, Strategic Consulting, Philanthropy, Public Relations, Brand Management, Personal Branding, Strategy, Management, Leadership, Community Development, Grants, Program Management, Nonprofits, Internal Communications, Speech Writing, Series 7, Enterprise Software, Strategic Planning, Analysis, Relationship Management, Cross-functional Team..., Marketing Strategy, Portfolio Management, Executive Coaching, Investments, Strategic Communications
Education
Yale University
MBA, Finance and Political Economy
Boston College
Master's Degree, Divinity/Ministry, Master's Degree in Divinity
College of the Holy Cross
BA, Economics
Harvard Business School
Graduate Research Associate, Competition and Strategy
National University of Singapore / NUS
International Rotary Scholar
Fidelity Investments 1996 - 2012
PwC 1993 - 1996
Soros Foundation 1993 - 1993
The Long-Term Credit Bank of Japan 1988 - 1989
United Nations High Commissioner for Refugees 1987 - 1988
The Chase Manhattan Bank 1985 - 1987
Skills
Public Speaking, Corporate Communications, Community Outreach, Employee Engagement, Thought Leadership, Strategic Consulting, Philanthropy, Public Relations, Brand Management, Personal Branding, Strategy, Management, Leadership, Community Development, Grants, Program Management, Nonprofits, Internal Communications, Speech Writing, Series 7, Enterprise Software, Strategic Planning, Analysis, Relationship Management, Cross-functional Team..., Marketing Strategy, Portfolio Management, Executive Coaching, Investments, Strategic Communications
Education
Yale University
MBA, Finance and Political Economy
Boston College
Master's Degree, Divinity/Ministry, Master's Degree in Divinity
College of the Holy Cross
BA, Economics
Harvard Business School
Graduate Research Associate, Competition and Strategy
National University of Singapore / NUS
International Rotary Scholar
Tammy Rausch's Fidelity Investments Experience December 2008 - June 2010
Job Senior Consultant
Industry Financial Services
Experience
Cutter Associates November 2012 - April 2013
BridgePoint Group, LLC January 2012 - August 2012
Fidelity Investments December 2008 - June 2010
Fidelity Investments February 2006 - November 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments November 1997 - January 2004
STATE STREET BANK & TRUST 1987 - 1997
Skills
Customer Relations, Securities, Mutual Funds, Asset Management, Back Office, Client Service, Program Management, Operations Management, Strategic Planning, Settlement, Due Diligence, Process Improvement, Business Strategy, Financial Services, Financial Markets, Global Custody, Customer Service
Education
Boston College 1976 — 1980
BA, Economics, Psychology
Boston University Questrom School of Business
MBA, International Finance
Cutter Associates November 2012 - April 2013
BridgePoint Group, LLC January 2012 - August 2012
Fidelity Investments December 2008 - June 2010
Fidelity Investments February 2006 - November 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments November 1997 - January 2004
STATE STREET BANK & TRUST 1987 - 1997
Skills
Customer Relations, Securities, Mutual Funds, Asset Management, Back Office, Client Service, Program Management, Operations Management, Strategic Planning, Settlement, Due Diligence, Process Improvement, Business Strategy, Financial Services, Financial Markets, Global Custody, Customer Service
Education
Boston College 1976 — 1980
BA, Economics, Psychology
Boston University Questrom School of Business
MBA, International Finance
Alan Wiese Alan Wiese's Fidelity Investments Experience 1996 - December 2008
Job Vice President Finance & Treasury
Industry Financial Services
Experience
West Town Savings Bank April 2013 - Present
Robert Half Management Resources January 2010 - Present
Fidelity Investments 1996 - December 2008
Investors Bank & Trust 1986 - 1995
Blue Cross Blue Shield of Massachusetts 1982 - 1986
KPMG 1981 - 1982
Skills
advanced Excel skills, Hyperion Enterprise, Access, Word, PowerPoint, Bloomberg, Lawson, Metavante, Movex, Financial Reporting, Microsoft Word, Finance, Financial Modeling, Forecasting, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
University of Maryland College Park 1977 — 1981
BS, Accounting
West Town Savings Bank April 2013 - Present
Robert Half Management Resources January 2010 - Present
Fidelity Investments 1996 - December 2008
Investors Bank & Trust 1986 - 1995
Blue Cross Blue Shield of Massachusetts 1982 - 1986
KPMG 1981 - 1982
Skills
advanced Excel skills, Hyperion Enterprise, Access, Word, PowerPoint, Bloomberg, Lawson, Metavante, Movex, Financial Reporting, Microsoft Word, Finance, Financial Modeling, Forecasting, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
University of Maryland College Park 1977 — 1981
BS, Accounting
Todd Altomare CFP®, MBA Todd Altomare CFP®, MBA's Fidelity Investments Experience 2000 - 2003
Job Ultra High Net Worth Senior Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2010 - Present
Fidelity Family Office Services January 2006 - June 2010
Fidelity Family Office Services January 2006 - January 2010
Fidelity Operations Services Group 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments October 1996 - January 2000
Skills
Project Management, Risk Management, Process Improvement, Personnel Management, Series 7, Mutual Funds, Series 63, Relationship Management, Financial Services, Investments, Wealth Management, Portfolio Management, Retirement, Asset Managment, Asset Allocation, High Net Worth..., Strategy, Management, CRM, Financial Advisory, Finance, Asset Management, Securities, 401k
Education
Suffolk University - Sawyer Business School 1996 — 1999
MBA, Marketing
Boston College 1989 — 1993
Bachelor of Science (B.S.), Finance/Marketing
Matignon High School 1985 — 1989
Vanguard June 2010 - Present
Fidelity Family Office Services January 2006 - June 2010
Fidelity Family Office Services January 2006 - January 2010
Fidelity Operations Services Group 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments October 1996 - January 2000
Skills
Project Management, Risk Management, Process Improvement, Personnel Management, Series 7, Mutual Funds, Series 63, Relationship Management, Financial Services, Investments, Wealth Management, Portfolio Management, Retirement, Asset Managment, Asset Allocation, High Net Worth..., Strategy, Management, CRM, Financial Advisory, Finance, Asset Management, Securities, 401k
Education
Suffolk University - Sawyer Business School 1996 — 1999
MBA, Marketing
Boston College 1989 — 1993
Bachelor of Science (B.S.), Finance/Marketing
Matignon High School 1985 — 1989
Valerie Gorman's Fidelity Investments Experience 2001 - 2007
Job Investment Consulting, Retirement Benefits, Mutual Fund Analysis
Industry Financial Services
Experience
Fidelity Investments 2001 - 2007
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Travelers 1994 - 1996
Skills
Mutual Funds, Retirement Savings, Financial Services, Retirement Planning, Equities, Asset Allocation, Portfolio Management, Financial Analysis, Financial Planning, Finance, Series 7, Series 63, Wealth Management, Investments
Education
Boston College
Bachelor’s Degree, Business Administration and Management, General
Fidelity Investments 2001 - 2007
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Travelers 1994 - 1996
Skills
Mutual Funds, Retirement Savings, Financial Services, Retirement Planning, Equities, Asset Allocation, Portfolio Management, Financial Analysis, Financial Planning, Finance, Series 7, Series 63, Wealth Management, Investments
Education
Boston College
Bachelor’s Degree, Business Administration and Management, General
Ted Baker's Fidelity Investments Experience August 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2015 - August 2015
Fidelity Investments March 2015 - June 2015
Service Credit Union September 2014 - March 2015
TMC Environmental October 2012 - September 2014
University of New Hampshire August 2010 - December 2013
The Nature Conservancy May 2012 - October 2012
Skills
ArcGIS, Microsoft Excel, Environmental Consulting, Marine Operations, Environmental..., Industrial Safety, Ecological Restoration, Sustainable Agriculture, Microsoft Word, PowerPoint, Microsoft Publisher, Illustrator, Adobe Acrobat, Dreamweaver, Public Speaking, Environmental Issues, Environmental Policy
Education
Boston College 2014 — 2018
Master of Business Administration (MBA), Management
University of New Hampshire 2009 — 2012
Bachelor of Science (BS), Environmental Studies, 3.3
York High School
Fidelity Investments August 2015 - Present
Fidelity Investments June 2015 - August 2015
Fidelity Investments March 2015 - June 2015
Service Credit Union September 2014 - March 2015
TMC Environmental October 2012 - September 2014
University of New Hampshire August 2010 - December 2013
The Nature Conservancy May 2012 - October 2012
Skills
ArcGIS, Microsoft Excel, Environmental Consulting, Marine Operations, Environmental..., Industrial Safety, Ecological Restoration, Sustainable Agriculture, Microsoft Word, PowerPoint, Microsoft Publisher, Illustrator, Adobe Acrobat, Dreamweaver, Public Speaking, Environmental Issues, Environmental Policy
Education
Boston College 2014 — 2018
Master of Business Administration (MBA), Management
University of New Hampshire 2009 — 2012
Bachelor of Science (BS), Environmental Studies, 3.3
York High School
Caroline Winn's Fidelity Investments Experience June 2009 - August 2009
Job Wedding and Lifestyle Photographer
Industry Photography
Experience
Caroline Winn Photography September 2012 - Present
Fitfluential, LLC May 2012 - Present
Babson College May 2013 - April 2015
Janelle Brooke Photography May 2012 - September 2012
The Nielsen Company July 2011 - June 2012
New Balance June 2010 - August 2010
Boston College September 2008 - May 2010
Fidelity Investments June 2009 - August 2009
Skills
Marketing, Social Media, Blogging, Market Research, Analytics, Inbound Marketing, Photoshop, Website Building, HTML, CSS, Wordpress, Wedding Photography, Portrait Photography, WordPress
Education
Boston University 2012 — 2013
Certificate
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science
Caroline Winn Photography September 2012 - Present
Fitfluential, LLC May 2012 - Present
Babson College May 2013 - April 2015
Janelle Brooke Photography May 2012 - September 2012
The Nielsen Company July 2011 - June 2012
New Balance June 2010 - August 2010
Boston College September 2008 - May 2010
Fidelity Investments June 2009 - August 2009
Skills
Marketing, Social Media, Blogging, Market Research, Analytics, Inbound Marketing, Photoshop, Website Building, HTML, CSS, Wordpress, Wedding Photography, Portrait Photography, WordPress
Education
Boston University 2012 — 2013
Certificate
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science
Suzanne Picher's Fidelity Investments Experience January 1985 - January 1988
Job Co Founder at SPSK Solutions
Industry Marketing and Advertising
Experience
SPSK Solutions October 2014 - Present
Babson College December 2010 - July 2014
SUZANNE PICHER CONSULTING January 2003 - December 2010
Putnam Investments January 1988 - January 1997
Fidelity Investments January 1985 - January 1988
Skills
Leadership, Nonprofits, Strategic Planning, Fundraising, Event Planning, Marketing, Social Media, Business Development, Program Management, Entrepreneurship, Management, Public Speaking, Community Outreach, Strategy, Program Development, Event Management, Social Media Marketing, Marketing Strategy, Volunteer Management, Leadership Development, Sales, Sales Management
Education
Boston College
Bachelor of Arts, Economics; French
IAU
SPSK Solutions October 2014 - Present
Babson College December 2010 - July 2014
SUZANNE PICHER CONSULTING January 2003 - December 2010
Putnam Investments January 1988 - January 1997
Fidelity Investments January 1985 - January 1988
Skills
Leadership, Nonprofits, Strategic Planning, Fundraising, Event Planning, Marketing, Social Media, Business Development, Program Management, Entrepreneurship, Management, Public Speaking, Community Outreach, Strategy, Program Development, Event Management, Social Media Marketing, Marketing Strategy, Volunteer Management, Leadership Development, Sales, Sales Management
Education
Boston College
Bachelor of Arts, Economics; French
IAU
Todd M. Titus Todd M. Titus's Fidelity Investments Experience October 2006 - June 2008
Job Senior Legal Analyst at Citizens Financial Group, Inc.
Industry Construction
Experience
Citizens Financial Group, Inc. December 2014 - Present
C. T. Titus Contracting and Masonry May 2013 - November 2014
BNY Mellon June 2008 - May 2013
Fidelity Investments October 2006 - June 2008
Consultant June 2001 - August 2006
Standish Mellon Asset Management October 1998 - February 2000
MFS Investment Management March 1997 - October 1998
United States Marine Corps October 1990 - October 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research
Education
Boston College 2000 — 2001
Master's degree, Finance, General
Merrimack College 1992 — 1996
Bachelor's degree, Economics
U.S. Marine Corp. 1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select
Marblehead High School 1986 — 1990
Diploma
Citizens Financial Group, Inc. December 2014 - Present
C. T. Titus Contracting and Masonry May 2013 - November 2014
BNY Mellon June 2008 - May 2013
Fidelity Investments October 2006 - June 2008
Consultant June 2001 - August 2006
Standish Mellon Asset Management October 1998 - February 2000
MFS Investment Management March 1997 - October 1998
United States Marine Corps October 1990 - October 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research
Education
Boston College 2000 — 2001
Master's degree, Finance, General
Merrimack College 1992 — 1996
Bachelor's degree, Economics
U.S. Marine Corp. 1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select
Marblehead High School 1986 — 1990
Diploma
William Morrissey's Fidelity Investments Experience 1986 - 2003
Job Managing Director, President LPL Financial Independent Advisor Services at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
LPL Financial April 2014 - Present
LPL Financial October 2006 - Present
LPL Financial April 2004 - March 2007
Fidelity Investments 1986 - 2003
Merrill Lynch 1999 - 2000
Skills
Series 7, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management, Investment Advisory, Series 24, Asset Allocation, Strategic Financial..., Insurance, Management Consulting, Portfolio Management, Securities, Financial Services, Equities, FINRA, Mergers & Acquisitions, Investment Strategies, Uniform Combined State..., 401k, Financial Advisory, Fixed Annuities, Investment Management, Separately Managed...
Education
Boston College 1982 — 1986
Bachelor of Science, Political Science
LPL Financial March 2015 - Present
LPL Financial April 2014 - Present
LPL Financial October 2006 - Present
LPL Financial April 2004 - March 2007
Fidelity Investments 1986 - 2003
Merrill Lynch 1999 - 2000
Skills
Series 7, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management, Investment Advisory, Series 24, Asset Allocation, Strategic Financial..., Insurance, Management Consulting, Portfolio Management, Securities, Financial Services, Equities, FINRA, Mergers & Acquisitions, Investment Strategies, Uniform Combined State..., 401k, Financial Advisory, Fixed Annuities, Investment Management, Separately Managed...
Education
Boston College 1982 — 1986
Bachelor of Science, Political Science
Stephanie Nick Stephanie Nick's Fidelity Investments Experience June 2005 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
Fidelity Investments July 2004 - May 2005
Fidelity Investments August 2002 - June 2004
Fidelity Investments August 1998 - July 2002
Fidelity Investments August 1995 - July 1998
Barry Murphy Company July 1990 - July 1992
Skills
Contract Management and..., Employee Benefits, ERISA, Internal Revenue Code, Securities Law, Financial Services
Education
Washington University in St. Louis 1992 — 1995
J.D., Law
Boston College 1986 — 1990
B.A., Economics
Fidelity Investments June 2005 - Present
Fidelity Investments July 2004 - May 2005
Fidelity Investments August 2002 - June 2004
Fidelity Investments August 1998 - July 2002
Fidelity Investments August 1995 - July 1998
Barry Murphy Company July 1990 - July 1992
Skills
Contract Management and..., Employee Benefits, ERISA, Internal Revenue Code, Securities Law, Financial Services
Education
Washington University in St. Louis 1992 — 1995
J.D., Law
Boston College 1986 — 1990
B.A., Economics
Scott Butterfield's Fidelity Investments Experience July 2012 - Present
Job Sr. Manager, IT Product Mgmt at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments December 2010 - July 2012
Monster Wordwide (MWW) 2008 - December 2010
Fidelity Investments October 2005 - August 2008
Hewlett-Packard June 2000 - October 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Product Management, Vendor Management, Business Intelligence, Business Process..., ERP, Data Warehousing, Cross-functional Team..., Program Management, Agile Methodologies, Risk Management, Process Improvement, Software Project..., IT Strategy, Analytics, Business Process
Education
University of Maine
BS
Boston College
MS
Fidelity Investments July 2012 - Present
Fidelity Investments December 2010 - July 2012
Monster Wordwide (MWW) 2008 - December 2010
Fidelity Investments October 2005 - August 2008
Hewlett-Packard June 2000 - October 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Product Management, Vendor Management, Business Intelligence, Business Process..., ERP, Data Warehousing, Cross-functional Team..., Program Management, Agile Methodologies, Risk Management, Process Improvement, Software Project..., IT Strategy, Analytics, Business Process
Education
University of Maine
BS
Boston College
MS
Sean Kenny's Fidelity Investments Experience 1996 - Present
Job VP IT Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1996 - Present
Waterfield Technology 1995 - 1996
Computer Sciences Corporation 1993 - 1995
Education
Boston College
BA, Math & Computer Science
Fidelity Investments 1996 - Present
Waterfield Technology 1995 - 1996
Computer Sciences Corporation 1993 - 1995
Education
Boston College
BA, Math & Computer Science
Sarah Gilliland's Fidelity Investments Experience July 2013 - Present
Job at
Industry Computer Software
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments July 2010 - July 2013
Skills
Java
Education
Boston College 2006 — 2010
Computer science
Fidelity Investments July 2013 - Present
Fidelity Investments July 2010 - July 2013
Skills
Java
Education
Boston College 2006 — 2010
Computer science
Sorath Roeung's Fidelity Investments Experience July 2010 - November 2011
Job Software Engineer
Industry Information Technology and Services
Experience
Decision Resources Group March 2014 - Present
Decision Resources December 2011 - March 2014
Fidelity Investments July 2010 - November 2011
Fidelity Investments 2009 - 2009
State Street 2008 - 2008
Skills
SQL, Data Analysis, HTML, Systems Analysis, Microsoft Office, Unix Shell Scripting, Capital Markets, Ruby on Rails, PostgreSQL, Agile Methodologies, iOS development
Education
Boston College 2006 — 2010
Bachelors of Arts, Computer Science, Economics Minor
Decision Resources Group March 2014 - Present
Decision Resources December 2011 - March 2014
Fidelity Investments July 2010 - November 2011
Fidelity Investments 2009 - 2009
State Street 2008 - 2008
Skills
SQL, Data Analysis, HTML, Systems Analysis, Microsoft Office, Unix Shell Scripting, Capital Markets, Ruby on Rails, PostgreSQL, Agile Methodologies, iOS development
Education
Boston College 2006 — 2010
Bachelors of Arts, Computer Science, Economics Minor
Sandra Merisier's Fidelity Investments Experience 2000 - 2007
Job Executive Assistant at Novartis
Industry Pharmaceuticals
Experience
Novartis Vaccines and Diagnostics, Inc. 2007 - Present
Fidelity Investments 2000 - 2007
Bank of Boston 1994 - 2000
Bankboston 1992 - 2000
Education
Boston College 1988 — 1992
Arts & Science
Novartis Vaccines and Diagnostics, Inc. 2007 - Present
Fidelity Investments 2000 - 2007
Bank of Boston 1994 - 2000
Bankboston 1992 - 2000
Education
Boston College 1988 — 1992
Arts & Science
Simone Devenny's Fidelity Investments Experience January 2015 - Present
Job Regional Vice President, Private Client Group
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments November 2013 - January 2015
Logan Retoske LLP 2010 - 2013
The Law Offices of Simone Devenny 2003 - 2010
Deloitte & Touche 1998 - 2000
Skills
Estate Planning, Elder Law, Estate Tax Planning, Conservatorships, Litigation, Business Formation, Estate Administration, Wills, Trusts, Asset Protection, Appeals, Special Needs Trusts, Civil Litigation, Domestic Relations, Business Transactions, Powers of Attorney, Commercial Litigation, Business Litigation, Legal Research, Tax, Medi-Cal Planning, Property Law, Gift Tax, Litigation Support, Legal Advice, Trade Secrets, Long-term Care, LLC, Trial Practice, Family Law, Alternative Dispute..., Prenuptial Agreements, Estate Law, Securities, Dispute Resolution, Intellectual Property, Corporate Law, Torts, Creditors' Rights, Charitable Trusts, Guardianship, Trademarks, Corporate Governance, Tax Law, Mediation, Securities Litigation
Education
Boston College Law School 1995 — 1998
JD, Law
Boston College 1991 — 1995
B.A., English
Fidelity Investments January 2015 - Present
Fidelity Investments November 2013 - January 2015
Logan Retoske LLP 2010 - 2013
The Law Offices of Simone Devenny 2003 - 2010
Deloitte & Touche 1998 - 2000
Skills
Estate Planning, Elder Law, Estate Tax Planning, Conservatorships, Litigation, Business Formation, Estate Administration, Wills, Trusts, Asset Protection, Appeals, Special Needs Trusts, Civil Litigation, Domestic Relations, Business Transactions, Powers of Attorney, Commercial Litigation, Business Litigation, Legal Research, Tax, Medi-Cal Planning, Property Law, Gift Tax, Litigation Support, Legal Advice, Trade Secrets, Long-term Care, LLC, Trial Practice, Family Law, Alternative Dispute..., Prenuptial Agreements, Estate Law, Securities, Dispute Resolution, Intellectual Property, Corporate Law, Torts, Creditors' Rights, Charitable Trusts, Guardianship, Trademarks, Corporate Governance, Tax Law, Mediation, Securities Litigation
Education
Boston College Law School 1995 — 1998
JD, Law
Boston College 1991 — 1995
B.A., English
Caitlin Gravina's Fidelity Investments Experience 1995 - 1997
Job
Industry Medical Devices
Experience
Helomics July 2014 - Present
Bayer HealthCare formerly Conceptus Inc. November 2009 - July 2014
American Medical Systems July 1999 - November 2009
Boston Scientific June 1996 - July 1999
Fidelity Investments 1995 - 1997
Skills
Operating Room, Surgeons, Capital Equipment, OB/GYN, Urology, Senior Sales Consultant, Medical Sales, Surgical Instruments, Product Launch, Market Development, Sales Operations, Medical Devices, Cold Calling, Minimally Invasive..., Disposables, Surgical Device Sales, Operating Room Sales, FDA, Capital Equipment Sales, Gynecology, Hospitals, Salesforce.com, Sales Rep Training, Medical Equipment, Sales Force Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Marketing
Northeastern University 1990 — 1995
Bachelor of Arts (B.A.), History and Biology
Helomics July 2014 - Present
Bayer HealthCare formerly Conceptus Inc. November 2009 - July 2014
American Medical Systems July 1999 - November 2009
Boston Scientific June 1996 - July 1999
Fidelity Investments 1995 - 1997
Skills
Operating Room, Surgeons, Capital Equipment, OB/GYN, Urology, Senior Sales Consultant, Medical Sales, Surgical Instruments, Product Launch, Market Development, Sales Operations, Medical Devices, Cold Calling, Minimally Invasive..., Disposables, Surgical Device Sales, Operating Room Sales, FDA, Capital Equipment Sales, Gynecology, Hospitals, Salesforce.com, Sales Rep Training, Medical Equipment, Sales Force Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Marketing
Northeastern University 1990 — 1995
Bachelor of Arts (B.A.), History and Biology
Sherrill Barry, PMP's Fidelity Investments Experience January 2006 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
Advisory Solutions Technology January 2006 - Present
Fidelity 2005 - 2009
xCo January 2005 - October 2006
Fidelity Investments January 2005 - January 2006
Waterstreet September 2000 - December 2004
Fidelity Investments July 1999 - September 2000
Fidelity Investments July 1997 - July 1999
Fidelity Investments October 1993 - July 1997
The Shareholders Services Group January 1992 - January 1993
Skills
JavaScript, XML, Integration, Web Services, Agile Methodologies, Program Management
Education
Boston College
Certificate, Computer Programming
North Eastern University
North Eastern University
University of Rhode Island
BS, Animal & Veterinarian Science
University of Rhode Island
Bachelor of Science, Animal and Veterinary Science
Fidelity Investments January 2006 - Present
Advisory Solutions Technology January 2006 - Present
Fidelity 2005 - 2009
xCo January 2005 - October 2006
Fidelity Investments January 2005 - January 2006
Waterstreet September 2000 - December 2004
Fidelity Investments July 1999 - September 2000
Fidelity Investments July 1997 - July 1999
Fidelity Investments October 1993 - July 1997
The Shareholders Services Group January 1992 - January 1993
Skills
JavaScript, XML, Integration, Web Services, Agile Methodologies, Program Management
Education
Boston College
Certificate, Computer Programming
North Eastern University
North Eastern University
University of Rhode Island
BS, Animal & Veterinarian Science
University of Rhode Island
Bachelor of Science, Animal and Veterinary Science
Suzanne Brennan's Fidelity Investments Experience April 2011 - Present
Job Chief Operating OfficerAsset Allocation Division at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2009 - December 2010
Fidelity Investments January 2006 - June 2009
State Street 2002 - 2003
State Street 1997 - 2002
State Street 1996 - 1997
NatWest 1995 - 1996
PanAgora Asset Management 1990 - 1995
PanAgora Asset Management 1989 - 1990
Skills
Financial Modeling, Strategic Financial..., Management, Financial Analysis, Investments, Finance, Asset Management, Asset Allocation
Education
Boston College 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
RBRHS 1976 — 1980
Fidelity Investments April 2011 - Present
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2009 - December 2010
Fidelity Investments January 2006 - June 2009
State Street 2002 - 2003
State Street 1997 - 2002
State Street 1996 - 1997
NatWest 1995 - 1996
PanAgora Asset Management 1990 - 1995
PanAgora Asset Management 1989 - 1990
Skills
Financial Modeling, Strategic Financial..., Management, Financial Analysis, Investments, Finance, Asset Management, Asset Allocation
Education
Boston College 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
RBRHS 1976 — 1980
Stephen F. Hudson's Fidelity Investments Experience 1991 - June 2007
Job Vice President, Product Management Wells Fargo; Wealth, Brokerage, Retirement
Industry Financial Services
Experience
Wells Fargo Bank July 2007 - Present
Fidelity Investments 1991 - June 2007
JP Morgan Chase 1988 - 1990
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Series 6, Asset Allocation, Investments, Defined Benefit, Securities, Financial Services, Series 24, Investment Advisory, FINRA, Pensions, Asset Managment, Relationship Management
Education
Wake Forest University - Babcock Graduate School of Management 2000 — 2002
MBA
Boston College 1986 — 1990
B.S., Carroll School of Management
Saint Nicholas of Tolentine
High School
Wells Fargo Bank July 2007 - Present
Fidelity Investments 1991 - June 2007
JP Morgan Chase 1988 - 1990
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Series 6, Asset Allocation, Investments, Defined Benefit, Securities, Financial Services, Series 24, Investment Advisory, FINRA, Pensions, Asset Managment, Relationship Management
Education
Wake Forest University - Babcock Graduate School of Management 2000 — 2002
MBA
Boston College 1986 — 1990
B.S., Carroll School of Management
Saint Nicholas of Tolentine
High School
Stacey Haigh's Fidelity Investments Experience June 2000 - November 2014
Job Relationship Manager at MFS
Industry Financial Services
Experience
MFS Investment Management November 2014 - Present
Fidelity Investments June 2000 - November 2014
KPMG 1996 - 2000
Skills
Series 7, Series 63, Relationship Management, Pensions, Defined Benefit, Mutual Funds, Investments, Alternative Investments
Education
Boston College 1992 — 1996
MFS Investment Management November 2014 - Present
Fidelity Investments June 2000 - November 2014
KPMG 1996 - 2000
Skills
Series 7, Series 63, Relationship Management, Pensions, Defined Benefit, Mutual Funds, Investments, Alternative Investments
Education
Boston College 1992 — 1996
Bhaskar Edara, CFA, FRM's Fidelity Investments Experience May 2014 - Present
Job Principal Quantitative Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity January 2007 - April 2014
Verizon Wireless August 2003 - December 2006
Unixpros LLC December 1997 - August 2003
NIIT 1995 - 1997
Skills
Quantitative Finance, Fixed Income, Equity Derivatives, Interest Rate..., Credit Derivatives, Financial Risk, Credit Risk, Risk Management, Operational Risk, Operational Risk..., Market Risk, Equity Valuation, Quantitative Research, Quantitative Risk, Compliance Testing, Software Project..., Unix, Requirements Analysis, Systems Analysis, Oracle SQL, Business Analysis, Enterprise Architecture, Core Java, Product Management, Spring, C++, Matlab, SDLC, Agile Methodologies, SQL, SOA, Software Development, Solaris, XML, C
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Science (MS), Finance
National Institute of Technology Calicut 1991 — 1995
Bachelor of Technology (B.Tech.), Mechanical Engineering
Government Junior College, Srisailam Project 1989 — 1991
Math, Physics, Chemistry
Srisailam Project High School 1984 — 1989
Fidelity Investments May 2014 - Present
Fidelity January 2007 - April 2014
Verizon Wireless August 2003 - December 2006
Unixpros LLC December 1997 - August 2003
NIIT 1995 - 1997
Skills
Quantitative Finance, Fixed Income, Equity Derivatives, Interest Rate..., Credit Derivatives, Financial Risk, Credit Risk, Risk Management, Operational Risk, Operational Risk..., Market Risk, Equity Valuation, Quantitative Research, Quantitative Risk, Compliance Testing, Software Project..., Unix, Requirements Analysis, Systems Analysis, Oracle SQL, Business Analysis, Enterprise Architecture, Core Java, Product Management, Spring, C++, Matlab, SDLC, Agile Methodologies, SQL, SOA, Software Development, Solaris, XML, C
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Science (MS), Finance
National Institute of Technology Calicut 1991 — 1995
Bachelor of Technology (B.Tech.), Mechanical Engineering
Government Junior College, Srisailam Project 1989 — 1991
Math, Physics, Chemistry
Srisailam Project High School 1984 — 1989
Shawn Correia's Fidelity Investments Experience 2003 - 2004
Job Executive Director at J.P. Morgan in San Francisco
Industry Financial Services
Experience
J.P. Morgan - Corporate & Investment Bank May 2015 - Present
PIMCO - Funds Business Group September 2011 - May 2015
Brown Brothers Harriman - Investor Services Relationship Management December 2007 - September 2011
State Street - Global Fund Administration January 2004 - December 2007
Fidelity Investments 2003 - 2004
Skills
Fixed Income, Equities, Mutual Funds, Capital Markets, Investment Management, Fund Administration, Financial Analysis, Asset Allocation, Financial Modeling, ETFs, Financial Markets, Finance, Private Equity, Valuation, Asset Managment, Asset Management, Team Leadership, Team Building, Vendor Management, Contract Negotiation, Sales Process, Leadership, Project Management, Management, Sales
Education
Boston College
Bachelor of Arts (B.A.), Economics
J.P. Morgan - Corporate & Investment Bank May 2015 - Present
PIMCO - Funds Business Group September 2011 - May 2015
Brown Brothers Harriman - Investor Services Relationship Management December 2007 - September 2011
State Street - Global Fund Administration January 2004 - December 2007
Fidelity Investments 2003 - 2004
Skills
Fixed Income, Equities, Mutual Funds, Capital Markets, Investment Management, Fund Administration, Financial Analysis, Asset Allocation, Financial Modeling, ETFs, Financial Markets, Finance, Private Equity, Valuation, Asset Managment, Asset Management, Team Leadership, Team Building, Vendor Management, Contract Negotiation, Sales Process, Leadership, Project Management, Management, Sales
Education
Boston College
Bachelor of Arts (B.A.), Economics
Sharon (Graeb) Marks's Fidelity Investments Experience 2005 - 2008
Job Project Manager at Income Research & Management
Industry Financial Services
Experience
Income Research & Management April 2014 - Present
Financial Services February 2014 - April 2014
Knowledgent Group December 2011 - November 2013
Bank of America June 2009 - 2011
Centerline Partners 2008 - May 2009
Fidelity Investments 2005 - 2008
Bank of America September 2003 - March 2005
The Reference / Patni 2000 - 2003
Mellon Financial 1997 - 2000
Skills
SDLC, Banking, Portfolio Management, Hedge Funds, Business Analysis, Securities, Project Management, Financial Services, Vendor Management, Business Process, Requirements Gathering, Management Consulting, Business Requirements, PMO, Project Portfolio...
Education
New England School of Banking at Williams College 1996 — 1997
Boston College 1982 — 1986
BS
Boston University Questrom School of Business
MBA
FM HS
Income Research & Management April 2014 - Present
Financial Services February 2014 - April 2014
Knowledgent Group December 2011 - November 2013
Bank of America June 2009 - 2011
Centerline Partners 2008 - May 2009
Fidelity Investments 2005 - 2008
Bank of America September 2003 - March 2005
The Reference / Patni 2000 - 2003
Mellon Financial 1997 - 2000
Skills
SDLC, Banking, Portfolio Management, Hedge Funds, Business Analysis, Securities, Project Management, Financial Services, Vendor Management, Business Process, Requirements Gathering, Management Consulting, Business Requirements, PMO, Project Portfolio...
Education
New England School of Banking at Williams College 1996 — 1997
Boston College 1982 — 1986
BS
Boston University Questrom School of Business
MBA
FM HS
Tom McEnaney's Fidelity Investments Experience August 1990 - August 1992
Job Northeast Regional Representative at Governor's Seaport Advisory Council
Industry Law Practice
Experience
Kopelman and Paige, P.C. October 1995 - Present
CIty of Lynn May 1993 - October 1995
Fidelity Investments August 1990 - August 1992
Skills
Litigation, Administrative Law, Civil Litigation, Appeals, Environmental Law, Legal Writing, Courts, Zoning, Legal Research, Commercial Litigation, Licensing, Employment Law, Mediation, Arbitration, Trials, Land Use, Municipal Law, Legislative Relations, Westlaw
Education
Boston University School of Law 1992 — 1995
JD, Law
Boston College 1986 — 1990
BS, Finance
St. John's Prep 1982 — 1986
Kopelman and Paige, P.C. October 1995 - Present
CIty of Lynn May 1993 - October 1995
Fidelity Investments August 1990 - August 1992
Skills
Litigation, Administrative Law, Civil Litigation, Appeals, Environmental Law, Legal Writing, Courts, Zoning, Legal Research, Commercial Litigation, Licensing, Employment Law, Mediation, Arbitration, Trials, Land Use, Municipal Law, Legislative Relations, Westlaw
Education
Boston University School of Law 1992 — 1995
JD, Law
Boston College 1986 — 1990
BS, Finance
St. John's Prep 1982 — 1986
Susan Moloney's Fidelity Investments Experience 1994 - 2007
Job Management Consultant at Executive Service Corps of New England
Industry Marketing and Advertising
Experience
Executive Service Corps of New England January 2008 - Present
National Financial 2002 - 2007
Fidelity Investments 1994 - 2007
Education
Boston College 1971 — 1973
MA
Regis College 1967 — 1971
BA, Germanic Studies/Political Science
Executive Service Corps of New England January 2008 - Present
National Financial 2002 - 2007
Fidelity Investments 1994 - 2007
Education
Boston College 1971 — 1973
MA
Regis College 1967 — 1971
BA, Germanic Studies/Political Science
Tim Rea's Fidelity Investments Experience January 2000 - January 2004
Job Senior Project Manager, Minute Clinic Business and Clinical Integration at CVS Caremark Corporation
Industry Information Technology and Services
Experience
CVS Caremark Corporation January 2014 - Present
Blue Cross & Blue Shield of Rhode Island 2011 - January 2014
RBS Citizens Group March 2011 - November 2011
Fresenius Medical Care October 2008 - April 2010
Harvard Pilgrim Health Care November 2004 - October 2008
Fidelity Investments January 2000 - January 2004
Partners Healthcare Systems Inc January 1997 - January 2000
Medical Systems Management Inc January 1994 - January 1997
Medical Information Technology, Inc January 1987 - January 1994
Skills
Requirements Analysis, Cross-functional Team..., PMP, Program Management, SDLC, Project Management, Business Process, Business Process..., PMO, Software Documentation
Education
Boston College 1982 — 1985
B.S.
Boston College
Degree: Bachelor of Science, Management; Computer Science
CVS Caremark Corporation January 2014 - Present
Blue Cross & Blue Shield of Rhode Island 2011 - January 2014
RBS Citizens Group March 2011 - November 2011
Fresenius Medical Care October 2008 - April 2010
Harvard Pilgrim Health Care November 2004 - October 2008
Fidelity Investments January 2000 - January 2004
Partners Healthcare Systems Inc January 1997 - January 2000
Medical Systems Management Inc January 1994 - January 1997
Medical Information Technology, Inc January 1987 - January 1994
Skills
Requirements Analysis, Cross-functional Team..., PMP, Program Management, SDLC, Project Management, Business Process, Business Process..., PMO, Software Documentation
Education
Boston College 1982 — 1985
B.S.
Boston College
Degree: Bachelor of Science, Management; Computer Science
Stacey Conway's Fidelity Investments Experience August 1996 - July 2011
Job Real Estate Associate
Industry Real Estate
Experience
Long Wharf Real Estate Partners July 2011 - Present
Fidelity Investments August 1996 - July 2011
The New England July 1990 - June 1995
Skills
Due Diligence, Investments, Real Estate, Asset Management
Education
Suffolk University 1991 — 1995
MBA, Concentration in Accounting
Boston College 1986 — 1990
BA, Mathematics, Computer Science Minor
Long Wharf Real Estate Partners July 2011 - Present
Fidelity Investments August 1996 - July 2011
The New England July 1990 - June 1995
Skills
Due Diligence, Investments, Real Estate, Asset Management
Education
Suffolk University 1991 — 1995
MBA, Concentration in Accounting
Boston College 1986 — 1990
BA, Mathematics, Computer Science Minor
Ryan Van Geons's Fidelity Investments Experience March 2014 - Present
Job Vice President Alternative Investments Product Consulting at Fidelity Investments (Fidelity Institutional)
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments 2011 - March 2014
Fidelity Investments 2001 - July 2011
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Alternative Investments, Hedge Funds
Education
Boston University Questrom School of Business 2001 — 2003
MSIM, Investment Management
Boston College 1995 — 1999
BA, Psychology, Theology
Fidelity Investments March 2014 - Present
Fidelity Investments 2011 - March 2014
Fidelity Investments 2001 - July 2011
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Alternative Investments, Hedge Funds
Education
Boston University Questrom School of Business 2001 — 2003
MSIM, Investment Management
Boston College 1995 — 1999
BA, Psychology, Theology
Suzanne Hess Fanous's Fidelity Investments Experience November 1995 - September 2002
Job Consultant
Industry Financial Services
Experience
Fidelity Investments November 1995 - September 2002
Education
Boston College 1991 — 1994
Fidelity Investments November 1995 - September 2002
Education
Boston College 1991 — 1994
William Hall, CFA, FRM's Fidelity Investments Experience March 2002 - December 2005
Job Vice President, Portfolio Research and Consulting at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management October 2011 - Present
Fidelity Investmens December 2005 - March 2011
Fidelity Investments March 2002 - December 2005
GWK 1999 - 2002
Skills
Asset Allocation, Portfolio Optimization, Portfolio Management, Risk Management, Fixed Income, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Wealth Management, Investment Strategies, Financial Markets, Financial Modeling, Investments, Investment Management
Education
Boston College - Carroll School of Management 1999 — 2002
Master of Business Administration (MBA), Finance, General
Boston College 1990 — 1994
Bachelor of Arts (BA)
Westwood high
Westwood high
Natixis Global Asset Management October 2011 - Present
Fidelity Investmens December 2005 - March 2011
Fidelity Investments March 2002 - December 2005
GWK 1999 - 2002
Skills
Asset Allocation, Portfolio Optimization, Portfolio Management, Risk Management, Fixed Income, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Wealth Management, Investment Strategies, Financial Markets, Financial Modeling, Investments, Investment Management
Education
Boston College - Carroll School of Management 1999 — 2002
Master of Business Administration (MBA), Finance, General
Boston College 1990 — 1994
Bachelor of Arts (BA)
Westwood high
Westwood high
Suzette Ferreira's Fidelity Investments Experience 1997 - 2001
Job Associate Attorney Consigli and Brucato, PC
Industry Law Practice
Experience
Consigli and Brucato, P.C. July 2006 - Present
D&F Afonso Builders, Inc. 2001 - 2006
Fidelity Investments 1997 - 2001
Skills
Civil Litigation, Construction Law, Litigation, Legal Writing, Arbitration
Education
Suffolk University Law School 2001 — 2005
JD
Boston College 1991 — 1995
Bachelor of Arts, Political Science
Consigli and Brucato, P.C. July 2006 - Present
D&F Afonso Builders, Inc. 2001 - 2006
Fidelity Investments 1997 - 2001
Skills
Civil Litigation, Construction Law, Litigation, Legal Writing, Arbitration
Education
Suffolk University Law School 2001 — 2005
JD
Boston College 1991 — 1995
Bachelor of Arts, Political Science
Sotirios Angelakis's Fidelity Investments Experience August 2010 - Present
Job Associate Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
State Street August 2008 - July 2010
Fidelity Investments December 1995 - March 2008
Skills
Fund Accounting, Financial Analysis, Fund Administration, Mutual Funds, Equities, Financial Services, Financial Reporting, Securities, Investments, Fixed Income, Accounting, Corporate Actions, Asset Managment, Corporate Finance, ETFs, Finance
Education
Suffolk University - Sawyer Business School 1985 — 1988
MBA
Boston College 1980 — 1983
BS, Marketing
Fidelity Investments August 2010 - Present
State Street August 2008 - July 2010
Fidelity Investments December 1995 - March 2008
Skills
Fund Accounting, Financial Analysis, Fund Administration, Mutual Funds, Equities, Financial Services, Financial Reporting, Securities, Investments, Fixed Income, Accounting, Corporate Actions, Asset Managment, Corporate Finance, ETFs, Finance
Education
Suffolk University - Sawyer Business School 1985 — 1988
MBA
Boston College 1980 — 1983
BS, Marketing
Tony Amador's Fidelity Investments Experience March 1997 - June 2000
Job Eaton Corporation Industrial Sector: Business Development & Planning
Industry Investment Banking
Experience
Eaton Corporation November 2013 - Present
BellMark Partners, LLC June 2009 - November 2013
KeyBanc Capital Markets June 2002 - June 2009
Fidelity Investments March 1997 - June 2000
Skills
LBO, Private Equity, Capital Raising, Investment Banking, Mergers, Strategy, Sell Side, Valuation, Restructuring, Mergers & Acquisitions, Corporate Finance, M&A experience
Education
Yale School of Management 2000 — 2002
MBA, Finance
Boston College 1990 — 1994
Bachelor of Arts, Economics
Eaton Corporation November 2013 - Present
BellMark Partners, LLC June 2009 - November 2013
KeyBanc Capital Markets June 2002 - June 2009
Fidelity Investments March 1997 - June 2000
Skills
LBO, Private Equity, Capital Raising, Investment Banking, Mergers, Strategy, Sell Side, Valuation, Restructuring, Mergers & Acquisitions, Corporate Finance, M&A experience
Education
Yale School of Management 2000 — 2002
MBA, Finance
Boston College 1990 — 1994
Bachelor of Arts, Economics
Shamael Mustafa's Fidelity Investments Experience 1998 - 2004
Job Market Manager at Capital One Bank
Industry Banking
Experience
Capital One Bank October 2006 - Present
Capital One 2006 - Present
Wells Fargo Bank July 2004 - August 2005
Fidelity Investments 1998 - 2004
Fidelity Investments 1998 - 2004
Education
Providence College 1995 — 1998
MBA, Management
Boston College 1989 — 1992
Marketing, Management & Marketing
Capital One Bank October 2006 - Present
Capital One 2006 - Present
Wells Fargo Bank July 2004 - August 2005
Fidelity Investments 1998 - 2004
Fidelity Investments 1998 - 2004
Education
Providence College 1995 — 1998
MBA, Management
Boston College 1989 — 1992
Marketing, Management & Marketing
Tim Kearns's Fidelity Investments Experience May 2007 - Present
Job Senior Account Manager, Marketing Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments May 2007 - Present
Self-Service Networks November 1998 - April 2007
Cunningham Communication (Citigate Cunningham) September 1996 - November 1998
Education
University of Rhode Island - College of Business Administration 2003 — 2006
Masters, Business Administration
Boston College 1992 — 1996
Bachelor of Arts, History
Fidelity Investments May 2007 - Present
Self-Service Networks November 1998 - April 2007
Cunningham Communication (Citigate Cunningham) September 1996 - November 1998
Education
University of Rhode Island - College of Business Administration 2003 — 2006
Masters, Business Administration
Boston College 1992 — 1996
Bachelor of Arts, History
Sean Campbell, CFA's Fidelity Investments Experience September 2011 - Present
Job VP, Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments April 2004 - September 2011
Fidelity Investments March 2000 - April 2004
Fidelity Investments August 1998 - March 2000
Education
Boston College 1994 — 1998
B.S., Biology
The Lawrenceville School 1990 — 1994
Fidelity Investments September 2011 - Present
Fidelity Investments April 2004 - September 2011
Fidelity Investments March 2000 - April 2004
Fidelity Investments August 1998 - March 2000
Education
Boston College 1994 — 1998
B.S., Biology
The Lawrenceville School 1990 — 1994
Stephanie Ragland's Fidelity Investments Experience June 2015 - Present
Job J.D. Candidate at Boston College Law
Industry Legal Services
Experience
Fidelity Investments June 2015 - Present
Loreto Kirribilli August 2013 - February 2014
Boston College June 2010 - May 2013
GalTime June 2012 - April 2013
Matson Driscoll & Damico Ltd. June 2012 - August 2012
Matson Driscoll & Damico June 2011 - August 2011
Podvey, Meanor, Catenacci, Hildner, Cocoziello & Chattman, P.C. June 2009 - August 2009
Skills
Spanish, Research, Non-profits, Editing, Public Speaking, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, English, Marketing Strategy, Facebook, Management, Social Networking
Education
Boston College Law School 2014 — 2017
Juris Doctor (J.D.)
Boston College 2010 — 2013
Bachelor’s Degree, History, International Studies
Mountain Lakes High School 2006 — 2010
Fidelity Investments June 2015 - Present
Loreto Kirribilli August 2013 - February 2014
Boston College June 2010 - May 2013
GalTime June 2012 - April 2013
Matson Driscoll & Damico Ltd. June 2012 - August 2012
Matson Driscoll & Damico June 2011 - August 2011
Podvey, Meanor, Catenacci, Hildner, Cocoziello & Chattman, P.C. June 2009 - August 2009
Skills
Spanish, Research, Non-profits, Editing, Public Speaking, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, English, Marketing Strategy, Facebook, Management, Social Networking
Education
Boston College Law School 2014 — 2017
Juris Doctor (J.D.)
Boston College 2010 — 2013
Bachelor’s Degree, History, International Studies
Mountain Lakes High School 2006 — 2010
Steve Currier, PMP's Fidelity Investments Experience 2002 - February 2009
Job Senior IT Project and Development Manager; Certified PMP and Lean Six Sigma Green Belt
Industry Financial Services
Experience
Fidelity Investments 2002 - February 2009
Fidelity Investments 2002 - 2009
Fidelity Investments 1998 - 2002
Fidelity Investments 1990 - 1997
Skills
Agile Methodologies, CRM, Software Development, Management, Web Applications, PMP, Business Analysis
Education
Boston College
BA, English, Sociology
Fidelity Investments 2002 - February 2009
Fidelity Investments 2002 - 2009
Fidelity Investments 1998 - 2002
Fidelity Investments 1990 - 1997
Skills
Agile Methodologies, CRM, Software Development, Management, Web Applications, PMP, Business Analysis
Education
Boston College
BA, English, Sociology
Sean Bracken's Fidelity Investments Experience November 2002 - April 2007
Job Principal Consultant at Trident Associates
Industry Financial Services
Experience
Trident Associates July 2013 - Present
Fidelity Capital Markets April 2007 - July 2013
Fidelity Investments November 2002 - April 2007
Registered Investment Advisor Group November 2002 - April 2007
Fidelity Investments February 2001 - October 2002
Progress Software July 2000 - January 2001
Fidelity Investments December 1997 - June 2000
Fidelity Retail Transfer Agency April 1994 - November 1997
Fidelity Investments October 1989 - September 1992
Skills
Product Management, Mutual Funds, Financial Services, Program Management, Portfolio Management, Asset Allocation, CRM, Process Improvement, Strategy, Project Management, Relationship Management, Product Development, Retirement, Cross-functional Team..., E-commerce, Retirement Planning
Education
University of ChicagoMarch
Masters, Business Administration; Finance and Business Policy
Boston College
Bachelor of Science, Finance; Economics
Trident Associates July 2013 - Present
Fidelity Capital Markets April 2007 - July 2013
Fidelity Investments November 2002 - April 2007
Registered Investment Advisor Group November 2002 - April 2007
Fidelity Investments February 2001 - October 2002
Progress Software July 2000 - January 2001
Fidelity Investments December 1997 - June 2000
Fidelity Retail Transfer Agency April 1994 - November 1997
Fidelity Investments October 1989 - September 1992
Skills
Product Management, Mutual Funds, Financial Services, Program Management, Portfolio Management, Asset Allocation, CRM, Process Improvement, Strategy, Project Management, Relationship Management, Product Development, Retirement, Cross-functional Team..., E-commerce, Retirement Planning
Education
University of ChicagoMarch
Masters, Business Administration; Finance and Business Policy
Boston College
Bachelor of Science, Finance; Economics
Thomas P Lavin, CFA's Fidelity Investments Experience 1993 - 2008
Job President and CEO at Broadview Investors, LLC
Industry Investment Management
Experience
Broadview Investors, LLC 2009 - Present
Fidelity Investments 1993 - 2008
Liberty Real Estate Group 1983 - 1993
Skills
Asset Managment, Real Estate Economics, Investments, Due Diligence, Private Equity, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Real Estate, Real Estate Development, Financial Analysis, Acquisitions, Real Estate Transactions, Finance, Asset Management, Mergers & Acquisitions, Financial Structuring, Alternative Investments, Brokerage
Education
Boston College
BS with Honors, Computer Science and Accounting
Broadview Investors, LLC 2009 - Present
Fidelity Investments 1993 - 2008
Liberty Real Estate Group 1983 - 1993
Skills
Asset Managment, Real Estate Economics, Investments, Due Diligence, Private Equity, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Real Estate, Real Estate Development, Financial Analysis, Acquisitions, Real Estate Transactions, Finance, Asset Management, Mergers & Acquisitions, Financial Structuring, Alternative Investments, Brokerage
Education
Boston College
BS with Honors, Computer Science and Accounting
William Worthen's Fidelity Investments Experience April 2008 - Present
Job Senior Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - Present
Meetinghouse Bank January 2007 - February 2008
Rockland Trust Company April 2001 - January 2007
Fleet Boston Financial October 1998 - March 2001
BayBank Brokerage February 1996 - October 1998
BayBank Associates March 1993 - February 1996
BayBank Capital Markets August 1988 - March 1993
Cameron and Colby Co. October 1986 - August 1988
Union Warren Savings Bank May 1986 - October 1986
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Finance, Equities, Auditing, Banking, Corporate Finance, Financial Services, Investments, Mutual Funds, Risk Management, Financial Planning, Budgets, Management, Portfolio Management, Fixed Income
Education
Boston College 1982 — 1986
Bachelor of Science (B.S.), Economics
Fidelity Investments April 2008 - Present
Meetinghouse Bank January 2007 - February 2008
Rockland Trust Company April 2001 - January 2007
Fleet Boston Financial October 1998 - March 2001
BayBank Brokerage February 1996 - October 1998
BayBank Associates March 1993 - February 1996
BayBank Capital Markets August 1988 - March 1993
Cameron and Colby Co. October 1986 - August 1988
Union Warren Savings Bank May 1986 - October 1986
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Finance, Equities, Auditing, Banking, Corporate Finance, Financial Services, Investments, Mutual Funds, Risk Management, Financial Planning, Budgets, Management, Portfolio Management, Fixed Income
Education
Boston College 1982 — 1986
Bachelor of Science (B.S.), Economics
Danielle Petrella's Fidelity Investments Experience April 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance; Marketing; Psychology
Newtown High School 2004 — 2008
Fidelity Investments April 2015 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance; Marketing; Psychology
Newtown High School 2004 — 2008
Shaina DeToma's Fidelity Investments Experience September 2008 - March 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments September 2008 - March 2010
Fidelity Investments August 2005 - August 2008
Fidelity Investments July 2001 - July 2005
Education
Boston College 1997 — 2001
Bachelors, English
Fidelity Investments September 2008 - March 2010
Fidelity Investments August 2005 - August 2008
Fidelity Investments July 2001 - July 2005
Education
Boston College 1997 — 2001
Bachelors, English
Shannon Bené, CFP®'s Fidelity Investments Experience February 2010 - August 2013
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
Fidelity Investments February 2010 - August 2013
Fidelity Investments February 2008 - February 2010
Fidelity Investments July 2006 - February 2008
Fidelity Investments June 2005 - July 2006
Fidelity Investments May 2004 - June 2005
Fidelity Investments May 2000 - May 2004
Fidelity Investments August 1998 - May 2000
Fidelity Investments November 1995 - August 1998
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Series 7, Financial Services, Securities, Series 65, Series 6, Certified Financial..., Series 9, Series 10, Life Insurance, Asset Allocation, Retirement, Series 63
Education
Boston College 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
Southern Methodist University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
TD Ameritrade August 2013 - Present
Fidelity Investments February 2010 - August 2013
Fidelity Investments February 2008 - February 2010
Fidelity Investments July 2006 - February 2008
Fidelity Investments June 2005 - July 2006
Fidelity Investments May 2004 - June 2005
Fidelity Investments May 2000 - May 2004
Fidelity Investments August 1998 - May 2000
Fidelity Investments November 1995 - August 1998
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Series 7, Financial Services, Securities, Series 65, Series 6, Certified Financial..., Series 9, Series 10, Life Insurance, Asset Allocation, Retirement, Series 63
Education
Boston College 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
Southern Methodist University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Stephanie Markiewicz's Fidelity Investments Experience February 2009 - Present
Job Senior Vice President, Federal Government Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2009 - Present
Dewey Square Group 2007 - 2009
AT&T 1998 - 2006
Akin Gump Strauss Hauer & Feld LLP 1993 - 1998
Massachusetts Turnpike Authority 1991 - 1993
Massachusetts Office of Federal-State Relations 1985 - 1991
U.S. Rep. Norman D'Amours 1982 - 1985
Skills
Strategy, Corporate Governance, Politics, Intellectual Property, Due Diligence, Mergers & Acquisitions, Public Relations, Leadership, Public Policy, Strategic Planning, Legal Research, Capital Markets, Government, Privacy Law, Policy Analysis, Licensing, Strategic Communications, Legal Writing, Policy, Litigation, International Business..., Global Leadership, Political Campaigns, Nonprofits, Media Relations, Cloud Computing, Mergers, Fundraising
Education
The George Washington University Law School 1988 — 1992
Doctor of Law (JD)
University of New Hampshire 1981 — 1983
Master of Public Administration (MPA)
Boston College 1974 — 1978
Bachelor's degree, Political Science and Government
Fidelity Investments February 2009 - Present
Dewey Square Group 2007 - 2009
AT&T 1998 - 2006
Akin Gump Strauss Hauer & Feld LLP 1993 - 1998
Massachusetts Turnpike Authority 1991 - 1993
Massachusetts Office of Federal-State Relations 1985 - 1991
U.S. Rep. Norman D'Amours 1982 - 1985
Skills
Strategy, Corporate Governance, Politics, Intellectual Property, Due Diligence, Mergers & Acquisitions, Public Relations, Leadership, Public Policy, Strategic Planning, Legal Research, Capital Markets, Government, Privacy Law, Policy Analysis, Licensing, Strategic Communications, Legal Writing, Policy, Litigation, International Business..., Global Leadership, Political Campaigns, Nonprofits, Media Relations, Cloud Computing, Mergers, Fundraising
Education
The George Washington University Law School 1988 — 1992
Doctor of Law (JD)
University of New Hampshire 1981 — 1983
Master of Public Administration (MPA)
Boston College 1974 — 1978
Bachelor's degree, Political Science and Government
Wenli Xue's Fidelity Investments Experience January 1998 - July 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Arrowstreet Capital 2011 - Present
Thomson Reuters July 2007 - December 2010
Fidelity Investments January 1998 - July 2007
Fidelity 1998 - 2007
Avicenna Systems January 1997 - January 1998
State Street Bank January 1995 - January 1997
Education
Boston College 1990 — 1992
MS, Computer Science
Tsinghua University 1983 — 1988
BS, Computer Science
Arrowstreet Capital 2011 - Present
Thomson Reuters July 2007 - December 2010
Fidelity Investments January 1998 - July 2007
Fidelity 1998 - 2007
Avicenna Systems January 1997 - January 1998
State Street Bank January 1995 - January 1997
Education
Boston College 1990 — 1992
MS, Computer Science
Tsinghua University 1983 — 1988
BS, Computer Science
Thomas Conlan's Fidelity Investments Experience December 1998 - June 2008
Job Senior Executive Assistant at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2008 - Present
Fidelity Investments December 1998 - June 2008
Skills
Expense Management, Calendaring, Bloomberg, Travel Arrangements, Lotus Notes, Administrative..., Calendars, Investment Banking, Outlook, Expenses, Spreadsheets, Microsoft Excel, Office Management, PowerPoint, Visio
Education
Boston College 1971 — 1975
BA, Secondary Education & Theatre
The Catholic University of America
J.P. Morgan November 2008 - Present
Fidelity Investments December 1998 - June 2008
Skills
Expense Management, Calendaring, Bloomberg, Travel Arrangements, Lotus Notes, Administrative..., Calendars, Investment Banking, Outlook, Expenses, Spreadsheets, Microsoft Excel, Office Management, PowerPoint, Visio
Education
Boston College 1971 — 1975
BA, Secondary Education & Theatre
The Catholic University of America
Tom Pavlik's Fidelity Investments Experience 2005 - 2008
Job VP, Attribution and Portfolio Analysis, Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2012 - Present
StatPro 2008 - 2012
Segal Advisors 2008 - 2008
Fidelity Investments 2005 - 2008
MFS Investment Management 1999 - 2002
MFS Investment Management 1994 - 1999
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Boston College
Bachelor of Arts, Accounting
Guggenheim Partners 2012 - Present
StatPro 2008 - 2012
Segal Advisors 2008 - 2008
Fidelity Investments 2005 - 2008
MFS Investment Management 1999 - 2002
MFS Investment Management 1994 - 1999
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Boston College
Bachelor of Arts, Accounting
Thy Nguyen Tran's Fidelity Investments Experience July 1997 - January 1999
Job Business System Analyst at IHRDC
Industry Financial Services
Experience
IHRDC May 2013 - Present
Brown Brothers Harriman May 2011 - January 2013
ING October 2005 - May 2011
BNY Mellon January 1999 - June 2005
Fidelity Investments July 1997 - January 1999
Skills
Business Analysis, Project Management, Visio, Requirements Analysis, Functional..., Microsoft Excel, Eagle PACE, SQL, Oracle, OMNI
Education
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Political Sciences
UMass Boston 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
IHRDC May 2013 - Present
Brown Brothers Harriman May 2011 - January 2013
ING October 2005 - May 2011
BNY Mellon January 1999 - June 2005
Fidelity Investments July 1997 - January 1999
Skills
Business Analysis, Project Management, Visio, Requirements Analysis, Functional..., Microsoft Excel, Eagle PACE, SQL, Oracle, OMNI
Education
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Political Sciences
UMass Boston 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ryan Muething's Fidelity Investments Experience October 2010 - June 2011
Job Connectivity Consultant at Eze Castle Software
Industry Financial Services
Experience
Eze Castle Software June 2011 - Present
Fidelity Investments October 2010 - June 2011
Skills
FIX, SQL, Java, Electronic Trading, Project Management, Series 7, Series 63, Microsoft Office, Data Analysis, Financial Analysis, Team Leadership
Education
Boston College 2006 — 2010
Bachelor of Science (BS), Finance, General
Boston College 2006 — 2010
Bachelor of Science (BS), Management Information Systems, General
Eze Castle Software June 2011 - Present
Fidelity Investments October 2010 - June 2011
Skills
FIX, SQL, Java, Electronic Trading, Project Management, Series 7, Series 63, Microsoft Office, Data Analysis, Financial Analysis, Team Leadership
Education
Boston College 2006 — 2010
Bachelor of Science (BS), Finance, General
Boston College 2006 — 2010
Bachelor of Science (BS), Management Information Systems, General
Shannon (Reed) Louiselle's Fidelity Investments Experience June 1996 - August 2001
Job Financial Services Professional
Industry Financial Services
Experience
Citi January 2003 - November 2011
Fidelity Investments June 1996 - August 2001
Education
University of Chicago 2001 — 2002
Master's degree, Financial Mathematics
Boston College 1992 — 1996
Bachelor's degree, Accounting and Computer Science
Citi January 2003 - November 2011
Fidelity Investments June 1996 - August 2001
Education
University of Chicago 2001 — 2002
Master's degree, Financial Mathematics
Boston College 1992 — 1996
Bachelor's degree, Accounting and Computer Science
Adam Reid Gray's Fidelity Investments Experience May 2008 - Present
Job Strategic Finance Professional | Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2008 - Present
Fidelity Investments June 2005 - May 2008
Fidelity Investments July 1999 - June 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Business Analysis, Business Planning, Budgets, Forecasting, Executive Presentations, Activity Based Costing, Key Performance..., Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, General
Tufts University 1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments May 2008 - Present
Fidelity Investments June 2005 - May 2008
Fidelity Investments July 1999 - June 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Business Analysis, Business Planning, Budgets, Forecasting, Executive Presentations, Activity Based Costing, Key Performance..., Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, General
Tufts University 1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank