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
Dave LaLiberte Dave LaLiberte's Fidelity Investments Experience January 1982 - May 1996
Job Owner at Treat Cupcake Bar
Industry Retail
Experience
Treat Cupcake Bar July 2010 - Present
Vinik Asset Management, LLP May 1996 - March 2005
Fidelity Investments January 1982 - May 1996
Skills
Equities, Start-ups, Retail, Chocolate, Parties, Investments, Business Development, Entrepreneurship, Valuation, Business Strategy, Hedge Funds, Business Planning, Finance, Asset Management, Marketing Strategy, Budgets, Forecasting, New Business Development
Education
Boston College - Carroll School of Management 1986 — 1991
MBA - Finance, Finance
College of the Holy Cross 1978 — 1982
BA, Economics
Bridgewater Raynham 1974 — 1978
Treat Cupcake Bar July 2010 - Present
Vinik Asset Management, LLP May 1996 - March 2005
Fidelity Investments January 1982 - May 1996
Skills
Equities, Start-ups, Retail, Chocolate, Parties, Investments, Business Development, Entrepreneurship, Valuation, Business Strategy, Hedge Funds, Business Planning, Finance, Asset Management, Marketing Strategy, Budgets, Forecasting, New Business Development
Education
Boston College - Carroll School of Management 1986 — 1991
MBA - Finance, Finance
College of the Holy Cross 1978 — 1982
BA, Economics
Bridgewater Raynham 1974 — 1978
Christy Nee Christy Nee's Fidelity Investments Experience May 1994 - September 1999
Job Business Administrator
Industry Management Consulting
Experience
Pool Management Group, Inc. April 2014 - Present
Innovative Outsourcing, Inc. October 2013 - May 2015
St Peter Chanel Preschool August 2003 - May 2014
For Momentum, LLC September 2013 - April 2014
Fidelity Investments May 1994 - September 1999
PwC September 1991 - May 1994
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Team Leadership, Event Planning, Customer Service, Microsoft Word, Access, Market Research, Social Media, Leadership, Customer Satisfaction, Management, Fundraising
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor's of Science, Finance & Information Systems
Marist School 1985 — 1987
Pool Management Group, Inc. April 2014 - Present
Innovative Outsourcing, Inc. October 2013 - May 2015
St Peter Chanel Preschool August 2003 - May 2014
For Momentum, LLC September 2013 - April 2014
Fidelity Investments May 1994 - September 1999
PwC September 1991 - May 1994
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Team Leadership, Event Planning, Customer Service, Microsoft Word, Access, Market Research, Social Media, Leadership, Customer Satisfaction, Management, Fundraising
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor's of Science, Finance & Information Systems
Marist School 1985 — 1987
Andrew Pratt's Fidelity Investments Experience 1983 - 1988
Job Wealth Manager at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management August 2006 - Present
Fairlead Financial Advisors 2003 - 2006
Montgomery Asset Management 1993 - 2002
Fidelity Investments 1983 - 1988
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Wealth Management, Equity Research, Client Service, Trading, Financial Services, Equities, Investment Management, Asset Management, Investment Advisory, Hedge Funds, Mutual Funds, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1989
MSF, Finance
University of Wisconsin-Madison - School of Business 1977 — 1981
BBA, Finance and Economics
Wetherby Asset Management August 2006 - Present
Fairlead Financial Advisors 2003 - 2006
Montgomery Asset Management 1993 - 2002
Fidelity Investments 1983 - 1988
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Wealth Management, Equity Research, Client Service, Trading, Financial Services, Equities, Investment Management, Asset Management, Investment Advisory, Hedge Funds, Mutual Funds, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1989
MSF, Finance
University of Wisconsin-Madison - School of Business 1977 — 1981
BBA, Finance and Economics
Pina DiChiara's Fidelity Investments Experience 1996 - 1998
Job Realtor® at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 2013 - Present
Sunset Valley Flowers Cia Ltda. 1998 - 2012
Fidelity Investments 1996 - 1998
Skills
Negotiation, Customer Service, Budgets, Sales, Strategic Planning, Sales Management, Marketing, Marketing Strategy, Microsoft Office, Microsoft Excel, Purchasing, Management, Retail, New Business Development, Microsoft Word, Investment Properties, Real Estate, First Time Home Buyers
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
Bachelor of Science, Finance
Revere High School 1990 — 1993
Coldwell Banker Residential Brokerage 2013 - Present
Sunset Valley Flowers Cia Ltda. 1998 - 2012
Fidelity Investments 1996 - 1998
Skills
Negotiation, Customer Service, Budgets, Sales, Strategic Planning, Sales Management, Marketing, Marketing Strategy, Microsoft Office, Microsoft Excel, Purchasing, Management, Retail, New Business Development, Microsoft Word, Investment Properties, Real Estate, First Time Home Buyers
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
Bachelor of Science, Finance
Revere High School 1990 — 1993
Matthew Ryan, CFP®, EA Matthew Ryan, CFP®, EA's Fidelity Investments Experience February 1994 - January 1999
Job Investment Advisor at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC May 2005 - Present
Financial Engines December 2000 - December 2003
Diversified December 1999 - December 2000
Fidelity Investments February 1994 - January 1999
GW & Wade, LLC January 1986 - January 1994
Skills
Estate Planning, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Retirement Planning, Retirement, Wealth Management, Equities, Financial Analysis, Mutual Funds
Education
Boston College - Carroll School of Management 1989 — 1991
MS, Finance
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
GW & Wade, LLC May 2005 - Present
Financial Engines December 2000 - December 2003
Diversified December 1999 - December 2000
Fidelity Investments February 1994 - January 1999
GW & Wade, LLC January 1986 - January 1994
Skills
Estate Planning, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Retirement Planning, Retirement, Wealth Management, Equities, Financial Analysis, Mutual Funds
Education
Boston College - Carroll School of Management 1989 — 1991
MS, Finance
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Brian Kraus's Fidelity Investments Experience September 2003 - December 2007
Job Customer Contact Professional at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2007 - Present
Fidelity Investments September 2003 - December 2007
Capital One January 2000 - July 2003
VICAM, L.P January 1998 - January 2000
AUDIOLOGICAL ENGINEERING CORPORATION January 1996 - January 1998
Skills
Series 6, Customer Service, Call Center, Salesforce.com, Sales, Process Improvement, Marketing, Management, Team Building, Microsoft Excel, Coaching, Microsoft Office, Account Management, Life Insurance, Strategic Planning, Leadership, Project Management, Social Media, PowerPoint, Customer Experience
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Marketing
Browning School 1986 — 1991
High School, High School
Lincoln Financial Group January 2007 - Present
Fidelity Investments September 2003 - December 2007
Capital One January 2000 - July 2003
VICAM, L.P January 1998 - January 2000
AUDIOLOGICAL ENGINEERING CORPORATION January 1996 - January 1998
Skills
Series 6, Customer Service, Call Center, Salesforce.com, Sales, Process Improvement, Marketing, Management, Team Building, Microsoft Excel, Coaching, Microsoft Office, Account Management, Life Insurance, Strategic Planning, Leadership, Project Management, Social Media, PowerPoint, Customer Experience
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Marketing
Browning School 1986 — 1991
High School, High School
Brenda Hansen Brenda Hansen's Fidelity Investments Experience April 1994 - December 1996
Job Business Design Architect at NICE Systems
Industry Computer Software
Experience
NICE Systems May 2006 - Present
IEX January 2002 - December 2006
IEX December 1996 - December 2000
Fidelity Investments April 1994 - December 1996
Fidelity Investments May 1993 - April 1994
Fidelity Investments May 1992 - May 1993
Skills
Enterprise Software, Back Office, Value Realization, Professional Services, SaaS, Software Development, Contact Centers, Pre-sales, Telecommunications, Cloud Computing, CTI, Workforce Management, CRM, Call Center, Avaya, ACD, Integration, Microsoft SQL Server, IVR, Visual Studio, Software Project..., Software Design, Solution Selling, Vendor Management, Management, Customer Experience, Product Management, Tableau
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Master's Degree, Finance
University of Utah 1989 — 1991
Bachelor's Degree, Finance
Snow College 1986 — 1988
Associate's Degree, General, Graduated Cum Laude
NICE Systems May 2006 - Present
IEX January 2002 - December 2006
IEX December 1996 - December 2000
Fidelity Investments April 1994 - December 1996
Fidelity Investments May 1993 - April 1994
Fidelity Investments May 1992 - May 1993
Skills
Enterprise Software, Back Office, Value Realization, Professional Services, SaaS, Software Development, Contact Centers, Pre-sales, Telecommunications, Cloud Computing, CTI, Workforce Management, CRM, Call Center, Avaya, ACD, Integration, Microsoft SQL Server, IVR, Visual Studio, Software Project..., Software Design, Solution Selling, Vendor Management, Management, Customer Experience, Product Management, Tableau
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Master's Degree, Finance
University of Utah 1989 — 1991
Bachelor's Degree, Finance
Snow College 1986 — 1988
Associate's Degree, General, Graduated Cum Laude
Sandeep Kulkarni Sandeep Kulkarni's Fidelity Investments Experience March 1994 - June 1999
Job Director, Enterprise Monitoring and Metrics at Capital One
Industry Financial Services
Experience
Capital One April 2013 - Present
Dell Financial Services 2005 - Present
Dell June 1999 - November 2005
Fidelity Investments March 1994 - June 1999
Unisys 1988 - 1994
Skills
Executive Management, Business Intelligence, Data Warehousing, Coaching, Business Strategy, Budgeting, Business Process..., Program Management, Strategy, Enterprise Architecture, Analytics, Management, Risk Management, E-commerce, Data Center, Databases, Business Transformation, Vendor Management, IT Strategy, Cross-functional Team...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MS, Finance
College of Engineering Pune 1981 — 1985
BE, Electronics and Telecommunication
Capital One April 2013 - Present
Dell Financial Services 2005 - Present
Dell June 1999 - November 2005
Fidelity Investments March 1994 - June 1999
Unisys 1988 - 1994
Skills
Executive Management, Business Intelligence, Data Warehousing, Coaching, Business Strategy, Budgeting, Business Process..., Program Management, Strategy, Enterprise Architecture, Analytics, Management, Risk Management, E-commerce, Data Center, Databases, Business Transformation, Vendor Management, IT Strategy, Cross-functional Team...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MS, Finance
College of Engineering Pune 1981 — 1985
BE, Electronics and Telecommunication
David Mollo David Mollo's Fidelity Investments Experience June 2015 - Present
Job Director, Sales and Service Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Jeannie Shanahan Jeannie Shanahan's Fidelity Investments Experience 1997 - 2009
Job Chief Risk & Compliance Officer
Industry Computer Software
Experience
OMGEO LLC, a DTCC Company 2013 - 2015
STATE STREET GLOBAL ADVISORS 2009 - 2013
FIDELITY INVESTMENTS 1997 - 2009
BANK OF BOSTON 1991 - 1997
TEXAS INSTRUMENTS 1986 - 1989
Skills
Financial Risk, Credit, Due Diligence, Operational Risk, Compliance, Risk Assessment, Derivatives, Fixed Income, Enterprise Risk..., Investments, Governance, Business Continuity, Equities, Management, Leadership, Staff Development, Strategic Planning &..., Budget Management, Resource Allocation, Internal Consulting, Performance Management
Education
Bank of Boston
Credit Analyst Training Program
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Simmons College
Bachelor of Applied Science, Math & Computer Science
OMGEO LLC, a DTCC Company 2013 - 2015
STATE STREET GLOBAL ADVISORS 2009 - 2013
FIDELITY INVESTMENTS 1997 - 2009
BANK OF BOSTON 1991 - 1997
TEXAS INSTRUMENTS 1986 - 1989
Skills
Financial Risk, Credit, Due Diligence, Operational Risk, Compliance, Risk Assessment, Derivatives, Fixed Income, Enterprise Risk..., Investments, Governance, Business Continuity, Equities, Management, Leadership, Staff Development, Strategic Planning &..., Budget Management, Resource Allocation, Internal Consulting, Performance Management
Education
Bank of Boston
Credit Analyst Training Program
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Simmons College
Bachelor of Applied Science, Math & Computer Science
Nickolas Polowchena Nickolas Polowchena's Fidelity Investments Experience 2011 - July 2012
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase August 2012 - Present
Fidelity Investments 2011 - July 2012
Nomura June 2010 - August 2010
Nomura Corporate Research and Asset Management January 2004 - January 2009
Oppenheimer Asset Management June 2003 - January 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Corporate Finance
Colgate University 1998 — 2002
BA, Economics
JP Morgan Chase August 2012 - Present
Fidelity Investments 2011 - July 2012
Nomura June 2010 - August 2010
Nomura Corporate Research and Asset Management January 2004 - January 2009
Oppenheimer Asset Management June 2003 - January 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Corporate Finance
Colgate University 1998 — 2002
BA, Economics
Adam Newmark's Fidelity Investments Experience 2005 - 2007
Job Vice President, Compliance Officer, Global Fixed Income Trading and Portfolio Management at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2011 - Present
Boston Private Financial Holdings June 2007 - May 2011
Fidelity Investments 2005 - 2007
Fish & Richardson P.C. July 2002 - January 2005
Skills
Investment Allocation, Cross Trading, Futures Trading, Investment Grade..., High Yield Bonds, FX Trading, Supervision Principals..., Policies and Procedures, Forensic Testing and..., Sell/Buyback Procedures, Code of Ethics, Syndicate, Dark Pools, Electronic Trading..., Strategic Planning, Enterprise Risk..., Fiduciary Risk..., Operations Risk..., Relative Value Trading, Regulatory Analysis, Project Management, Internal Audit, Order Aggregation, Compliance Training, Financial Risk, Investments, Investment Management, Operational Risk..., Auditing, Due Diligence, Risk Management, Financial Services, FX trading, Portfolio Management
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), College of Arts & Sciences
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
MBA
Metuchen High School 1992 — 1996
Wellington Management May 2011 - Present
Boston Private Financial Holdings June 2007 - May 2011
Fidelity Investments 2005 - 2007
Fish & Richardson P.C. July 2002 - January 2005
Skills
Investment Allocation, Cross Trading, Futures Trading, Investment Grade..., High Yield Bonds, FX Trading, Supervision Principals..., Policies and Procedures, Forensic Testing and..., Sell/Buyback Procedures, Code of Ethics, Syndicate, Dark Pools, Electronic Trading..., Strategic Planning, Enterprise Risk..., Fiduciary Risk..., Operations Risk..., Relative Value Trading, Regulatory Analysis, Project Management, Internal Audit, Order Aggregation, Compliance Training, Financial Risk, Investments, Investment Management, Operational Risk..., Auditing, Due Diligence, Risk Management, Financial Services, FX trading, Portfolio Management
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), College of Arts & Sciences
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
MBA
Metuchen High School 1992 — 1996
Rahul Raymoulik Rahul Raymoulik's Fidelity Investments Experience 2009 - 2012
Job Equity Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2009 - 2012
Fidelity Investments 2006 - 2009
Skills
Equity Research, Valuation, Financial Markets, Investment Management
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Value Investing Program
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Finance
Northeastern University
Bachelor's Degree, Information Science, Business Administration, Summa cum Laude
Fidelity Investments 2009 - 2012
Fidelity Investments 2006 - 2009
Skills
Equity Research, Valuation, Financial Markets, Investment Management
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Value Investing Program
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Finance
Northeastern University
Bachelor's Degree, Information Science, Business Administration, Summa cum Laude
Mike Byrnes Mike Byrnes's Fidelity Investments Experience 2005 - 2007
Job National speaker and President of Byrnes Consulting, LLC... Helping our clients grow!!!
Industry Marketing and Advertising
Experience
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Jane Barnes's Fidelity Investments Experience September 1998 - February 2006
Job Regional Financial and Business Manager at Geosyntec Consultants
Industry Environmental Services
Experience
Geosyntec Consultants August 2010 - Present
First Parish in Concord, MA June 2006 - September 2010
Fidelity Investments September 1998 - February 2006
Fidelity Investments June 1995 - December 1997
Fidelity Investments May 1993 - June 1995
Skills
Business Analysis, Project Management, Budgets, Project Planning, Marketing Strategy, Microsoft Excel, Strategic Planning, Marketing, Leadership, Nonprofits, Non-profits, Financial Analysis, Microsoft Office, Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
Business
Gordon College 1981 — 1985
BS, Business
Geosyntec Consultants August 2010 - Present
First Parish in Concord, MA June 2006 - September 2010
Fidelity Investments September 1998 - February 2006
Fidelity Investments June 1995 - December 1997
Fidelity Investments May 1993 - June 1995
Skills
Business Analysis, Project Management, Budgets, Project Planning, Marketing Strategy, Microsoft Excel, Strategic Planning, Marketing, Leadership, Nonprofits, Non-profits, Financial Analysis, Microsoft Office, Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
Business
Gordon College 1981 — 1985
BS, Business
Chris Bleck's Fidelity Investments Experience August 2011 - April 2014
Job Senior Financial Analyst at Vertex Pharmaceuticals
Industry Pharmaceuticals
Experience
Vertex Pharmaceuticals April 2014 - Present
Fidelity Investments August 2011 - April 2014
Barclays Capital June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics
Vertex Pharmaceuticals April 2014 - Present
Fidelity Investments August 2011 - April 2014
Barclays Capital June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics
Robert Kirk's Fidelity Investments Experience 2005 - 2013
Job Experienced Technology and Operations Leader | Investment Professional Community
Industry Information Technology and Services
Experience
Monument Technology Group April 2004 - Present
Fidelity Investments 2005 - 2013
Fidelity Investments 2000 - 2005
Fidelity Investments 1998 - 2000
Nine West Group 1996 - 1998
Skills
IT Strategy, Technology Management, Vendor Management, ITIL, Resource Management, Mobile Technology, Windows, Virtualization, Product Management, Leadership, Enterprise Software, SDLC, Process Improvement, Software Project..., IT Operations, Program Management, Enterprise Architecture, Windows 7, Active Directory, Business Analysis, Networking, Data Center, Business Process..., Management, System Deployment, IT Management, Wireless, Telecommunications, PMP, Information Technology, Operating Systems, Disaster Recovery, Managed Services, Mobile Devices, Cloud Computing, Servers, Integration, IT Service Management, Hardware, SaaS, Project Portfolio..., Outsourcing, Professional Services, Security, Business Continuity
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
Master of Science in Finance
Fairfield University 1992 — 1996
Bachelor of Science (BS), Information Systems / Finance
Boston College High School 1988 — 1992
Monument Technology Group April 2004 - Present
Fidelity Investments 2005 - 2013
Fidelity Investments 2000 - 2005
Fidelity Investments 1998 - 2000
Nine West Group 1996 - 1998
Skills
IT Strategy, Technology Management, Vendor Management, ITIL, Resource Management, Mobile Technology, Windows, Virtualization, Product Management, Leadership, Enterprise Software, SDLC, Process Improvement, Software Project..., IT Operations, Program Management, Enterprise Architecture, Windows 7, Active Directory, Business Analysis, Networking, Data Center, Business Process..., Management, System Deployment, IT Management, Wireless, Telecommunications, PMP, Information Technology, Operating Systems, Disaster Recovery, Managed Services, Mobile Devices, Cloud Computing, Servers, Integration, IT Service Management, Hardware, SaaS, Project Portfolio..., Outsourcing, Professional Services, Security, Business Continuity
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
Master of Science in Finance
Fairfield University 1992 — 1996
Bachelor of Science (BS), Information Systems / Finance
Boston College High School 1988 — 1992
David Wood David Wood's Fidelity Investments Experience January 2010 - September 2013
Job Vice President IT Risk & Compliance at State Street
Industry Information Technology and Services
Experience
Santander Bank, N.A. Vice President IT Risk & ComplianceState StreetSeptember 2013 - Present
Fidelity Investments January 2010 - September 2013
Fidelity Investments November 2005 - January 2010
Federal Reserve Bank September 2004 - September 2005
Boston College December 2001 - September 2004
EMC January 1996 - November 2001
Holmes Products 1994 - 1996
Skills
Security, Audit, Risk Management, Business Analysis, Program Management, Change Management, Financial Analysis, Risk Assessment, Vendor Management, ITIL, IT Audit, Due Diligence, Auditing, Internal Audit, Project Management, Management, Strategy, Business Process, Team Leadership, Leadership, Enterprise Software, Process Improvement, Information Technology, Governance, Business Process..., Financial Services, Information Security, Finance, Financial Risk, Budgets, SDLC, IT Strategy, Enterprise Risk..., Analysis, Sarbanes-Oxley Act, Project Portfolio..., Business Continuity, Operational Risk..., ISO 27001, Banking, CISA, Disaster Recovery, Operational Risk, Enterprise Architecture, Requirements Analysis, Software Project..., Executive Management, IT Management, Information Security..., Consulting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF
D'Amore-McKim School of Business at Northeastern University 1999 — 2002
MBA
University of Massachusetts Lowell 1988 — 1992
BS Engineering
Triton Regional High School 1980 — 1992
Santander Bank, N.A. Vice President IT Risk & ComplianceState StreetSeptember 2013 - Present
Fidelity Investments January 2010 - September 2013
Fidelity Investments November 2005 - January 2010
Federal Reserve Bank September 2004 - September 2005
Boston College December 2001 - September 2004
EMC January 1996 - November 2001
Holmes Products 1994 - 1996
Skills
Security, Audit, Risk Management, Business Analysis, Program Management, Change Management, Financial Analysis, Risk Assessment, Vendor Management, ITIL, IT Audit, Due Diligence, Auditing, Internal Audit, Project Management, Management, Strategy, Business Process, Team Leadership, Leadership, Enterprise Software, Process Improvement, Information Technology, Governance, Business Process..., Financial Services, Information Security, Finance, Financial Risk, Budgets, SDLC, IT Strategy, Enterprise Risk..., Analysis, Sarbanes-Oxley Act, Project Portfolio..., Business Continuity, Operational Risk..., ISO 27001, Banking, CISA, Disaster Recovery, Operational Risk, Enterprise Architecture, Requirements Analysis, Software Project..., Executive Management, IT Management, Information Security..., Consulting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF
D'Amore-McKim School of Business at Northeastern University 1999 — 2002
MBA
University of Massachusetts Lowell 1988 — 1992
BS Engineering
Triton Regional High School 1980 — 1992
Richard Gaski's Fidelity Investments Experience May 2001 - June 2004
Job CoFounding Partner, CTO at Magnific Technology LLC
Industry Computer Software
Experience
Magnific Technology LLC June 2013 - Present
Applico June 2012 - May 2013
Pearson Education May 2010 - June 2012
Upstart Apps January 2008 - April 2010
DBS Communications February 2006 - October 2007
Aplana Mobile June 2004 - January 2006
Fidelity Investments May 2001 - June 2004
Boston College September 2001 - May 2002
Pandora Technology January 1999 - May 2001
ICL Fujitsu May 1995 - January 2000
Skills
Mobile Technology, Mobile, Product Management, Mobile Software, Wireless, Mobile Devices, Mobile Applications, Digital Media, iOS, Android, User Experience, Software Development, iPhone, Web Applications, Strategic Partnerships, Web Development, User Interface Design, Information Architecture, Agile Methodologies, Content Management, Product Development, Integration, Linux, Business Intelligence, Agile Project Management, Mobile Internet, Scrum, iOS development, E-commerce, SaaS, User Interface, Solutions Marketing, Enterprise Software, Web Analytics, Mobile Marketing, Mobile Advertising, Analytics, Start-ups, Web 2.0, Go-to-market Strategy, Product Marketing, Entrepreneurship, Usability, Content Strategy, Digital Strategy, User Experience Design, Interaction Design, Mobile Strategy, Team Leadership, Organizational...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA, Entrepreneurship/Entrepreneurial Studies
The University of Connecticut
BS, Computer Science, Electrical Engineering
Magnific Technology LLC June 2013 - Present
Applico June 2012 - May 2013
Pearson Education May 2010 - June 2012
Upstart Apps January 2008 - April 2010
DBS Communications February 2006 - October 2007
Aplana Mobile June 2004 - January 2006
Fidelity Investments May 2001 - June 2004
Boston College September 2001 - May 2002
Pandora Technology January 1999 - May 2001
ICL Fujitsu May 1995 - January 2000
Skills
Mobile Technology, Mobile, Product Management, Mobile Software, Wireless, Mobile Devices, Mobile Applications, Digital Media, iOS, Android, User Experience, Software Development, iPhone, Web Applications, Strategic Partnerships, Web Development, User Interface Design, Information Architecture, Agile Methodologies, Content Management, Product Development, Integration, Linux, Business Intelligence, Agile Project Management, Mobile Internet, Scrum, iOS development, E-commerce, SaaS, User Interface, Solutions Marketing, Enterprise Software, Web Analytics, Mobile Marketing, Mobile Advertising, Analytics, Start-ups, Web 2.0, Go-to-market Strategy, Product Marketing, Entrepreneurship, Usability, Content Strategy, Digital Strategy, User Experience Design, Interaction Design, Mobile Strategy, Team Leadership, Organizational...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA, Entrepreneurship/Entrepreneurial Studies
The University of Connecticut
BS, Computer Science, Electrical Engineering
Elizabeth Hedstrom Henlin Elizabeth Hedstrom Henlin's Fidelity Investments Experience June 2006 - August 2006
Job
Industry Marketing and Advertising
Experience
SAP November 2014 - Present
Technology Business Research February 2014 - October 2014
Technology Business Research March 2011 - January 2014
EMC April 2010 - December 2010
EMC January 2009 - March 2010
EMC June 2007 - December 2008
Fidelity Investments June 2006 - August 2006
National Association for State Community Services Programs October 2003 - August 2005
Westin Rinehart LLC January 2003 - October 2003
Corporate Executive Board June 2001 - January 2003
Skills
Business Analysis, Competitive Intelligence, Market Opportunity..., Marketing Strategy, Strategic Planning, Market Research, Cross-functional Team..., Event Management, Alliances, Sales Enablement, Competitive Analysis, Market Analysis, Data Analysis, Business Alliances, Vendor Relationships, Analytics, Marketing, Go-to-market Strategy, Strategy, Financial Modeling, Analysis, CRM, Training, Leadership, Management Consulting, Program Management, Leadership Development, Team Building, Direct Marketing, Start-ups, Sales Operations, Entrepreneurship, Business Development, Enterprise Software, Advertising, Project Planning, Business Strategy, Strategic Partnerships, Business Planning, Management, Product Marketing, Sales, Fundraising, Segmentation, Consulting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
M.B.A.
Wellesley College 1997 — 2001
B.A.
Phillips Academy 1993 — 1997
N/A
SAP November 2014 - Present
Technology Business Research February 2014 - October 2014
Technology Business Research March 2011 - January 2014
EMC April 2010 - December 2010
EMC January 2009 - March 2010
EMC June 2007 - December 2008
Fidelity Investments June 2006 - August 2006
National Association for State Community Services Programs October 2003 - August 2005
Westin Rinehart LLC January 2003 - October 2003
Corporate Executive Board June 2001 - January 2003
Skills
Business Analysis, Competitive Intelligence, Market Opportunity..., Marketing Strategy, Strategic Planning, Market Research, Cross-functional Team..., Event Management, Alliances, Sales Enablement, Competitive Analysis, Market Analysis, Data Analysis, Business Alliances, Vendor Relationships, Analytics, Marketing, Go-to-market Strategy, Strategy, Financial Modeling, Analysis, CRM, Training, Leadership, Management Consulting, Program Management, Leadership Development, Team Building, Direct Marketing, Start-ups, Sales Operations, Entrepreneurship, Business Development, Enterprise Software, Advertising, Project Planning, Business Strategy, Strategic Partnerships, Business Planning, Management, Product Marketing, Sales, Fundraising, Segmentation, Consulting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
M.B.A.
Wellesley College 1997 — 2001
B.A.
Phillips Academy 1993 — 1997
N/A
Ross Ozer Ross Ozer's Fidelity Investments Experience July 2015 - Present
Job SVP, Practice Management and Consulting
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - July 2015
Fidelity Investments January 2009 - June 2012
Fidelity Investments 2001 - January 2008
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Accenture 1986 - 1993
Skills
Integrated Marketing, Marketing Strategy, Social Media, B2B, Marketing Communications, Email Marketing, Public Relations, Corporate Communications, Online Marketing, CRM, Event Planning, Social Media Marketing, Competitive Analysis, Practice Management, Advertising, Marketing Management, Business Development, Online Advertising, Brand Development, Cross-functional Team..., Marketing, Analytics, Lead Generation, New Business Development, Digital Marketing, Financial Services, Leadership, Market Research, Product Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Operations, Marketing
State University of New York College at Buffalo
BS, Engineering
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - July 2015
Fidelity Investments January 2009 - June 2012
Fidelity Investments 2001 - January 2008
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Accenture 1986 - 1993
Skills
Integrated Marketing, Marketing Strategy, Social Media, B2B, Marketing Communications, Email Marketing, Public Relations, Corporate Communications, Online Marketing, CRM, Event Planning, Social Media Marketing, Competitive Analysis, Practice Management, Advertising, Marketing Management, Business Development, Online Advertising, Brand Development, Cross-functional Team..., Marketing, Analytics, Lead Generation, New Business Development, Digital Marketing, Financial Services, Leadership, Market Research, Product Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Operations, Marketing
State University of New York College at Buffalo
BS, Engineering
Robert M. Belmont, III Robert M. Belmont, III's Fidelity Investments Experience January 2005 - April 2006
Job VP; Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust June 2006 - Present
Fidelity Investments January 2005 - April 2006
Fidelity Investments December 2003 - January 2005
Skills
Asset Allocation, Data Analysis, Entrepreneurship, Finance, Financial Risk, Investment Management, Investments, Management, Portfolio Management, Wealth Management, Alternative Investments, Mutual Funds, Bloomberg, Fixed Income, Financial Planning, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
Master's of Science in Finance, Business Administration and Finance
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
Master's of Business Administration (MBA), Concentration: Asset Management
Stonehill College 1999 — 2003
Bachelors of Science in Business Administration, Major: Business Minor: Computer Information Systems
US Trust June 2006 - Present
Fidelity Investments January 2005 - April 2006
Fidelity Investments December 2003 - January 2005
Skills
Asset Allocation, Data Analysis, Entrepreneurship, Finance, Financial Risk, Investment Management, Investments, Management, Portfolio Management, Wealth Management, Alternative Investments, Mutual Funds, Bloomberg, Fixed Income, Financial Planning, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
Master's of Science in Finance, Business Administration and Finance
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
Master's of Business Administration (MBA), Concentration: Asset Management
Stonehill College 1999 — 2003
Bachelors of Science in Business Administration, Major: Business Minor: Computer Information Systems
Eric Lee's Fidelity Investments Experience September 2008 - May 2010
Job Summer Associate at McKinsey & Company
Industry Management Consulting
Experience
Phoenix Charter Academy 2010 - May 2014
McKinsey & Company June 2014 - August 2014
Teach for America May 2010 - May 2012
BrainGenie June 2011 - August 2011
Fidelity Investments September 2008 - May 2010
McGill University September 2005 - May 2007
Skills
Research, Data Analysis, Tutoring, Public Speaking, Curriculum Design, Quantitative Analytics, Higher Education, Curriculum Development, Non-profits, PowerPoint, Economics, Microsoft Office, R, Microsoft Excel, Statistics, Community Outreach
Education
MIT Sloan School of Management 2013 — 2015
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2008
Master of Science (M.Sc.), Accounting
McGill University 2003 — 2007
B.S., Mathematics and Biology
Phoenix Charter Academy 2010 - May 2014
McKinsey & Company June 2014 - August 2014
Teach for America May 2010 - May 2012
BrainGenie June 2011 - August 2011
Fidelity Investments September 2008 - May 2010
McGill University September 2005 - May 2007
Skills
Research, Data Analysis, Tutoring, Public Speaking, Curriculum Design, Quantitative Analytics, Higher Education, Curriculum Development, Non-profits, PowerPoint, Economics, Microsoft Office, R, Microsoft Excel, Statistics, Community Outreach
Education
MIT Sloan School of Management 2013 — 2015
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2008
Master of Science (M.Sc.), Accounting
McGill University 2003 — 2007
B.S., Mathematics and Biology
Anne Punzak Marcus, CFA Anne Punzak Marcus, CFA's Fidelity Investments Experience 2000 - 2002
Job CoFounder,Navitome; CoFounder ExceptionalLives.org
Industry Computer Software
Experience
Navitome September 2013 - Present
Exceptional Lives, Inc. May 2012 - Present
Autism Consortium 2006 - Present
Common Impact 2009 - Present
Bridge Boston Charter School 2011 - 2015
The Park School 2008 - 2013
ADEPT 2005 - 2010
Families First Parenting Programs 1999 - 2008
Fidelity Investments 2000 - 2002
Fidelity Investments 1995 - 2000
Skills
Nonprofits, Research, Recruiting, Strategy, Leadership, Healthcare, Fundraising, Program Development, Start-ups, Entrepreneurship, Program Management, Public Speaking, Training, Business Strategy, Strategic Planning, Business Development, Management, Strategic Partnerships
Education
Harvard University Advanced Leadership Initiative Fellow 2012 — 2013
2013 Senior Fellow, 2012 Fellow
University of Pennsylvania - The Wharton School
Master of Business Administration
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor's Degree, Honors Program, magna cum laude
Navitome September 2013 - Present
Exceptional Lives, Inc. May 2012 - Present
Autism Consortium 2006 - Present
Common Impact 2009 - Present
Bridge Boston Charter School 2011 - 2015
The Park School 2008 - 2013
ADEPT 2005 - 2010
Families First Parenting Programs 1999 - 2008
Fidelity Investments 2000 - 2002
Fidelity Investments 1995 - 2000
Skills
Nonprofits, Research, Recruiting, Strategy, Leadership, Healthcare, Fundraising, Program Development, Start-ups, Entrepreneurship, Program Management, Public Speaking, Training, Business Strategy, Strategic Planning, Business Development, Management, Strategic Partnerships
Education
Harvard University Advanced Leadership Initiative Fellow 2012 — 2013
2013 Senior Fellow, 2012 Fellow
University of Pennsylvania - The Wharton School
Master of Business Administration
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor's Degree, Honors Program, magna cum laude
Conor Timmins's Fidelity Investments Experience May 2012 - August 2012
Job Student at Boston College Wallace E. Carroll Graduate School of Management
Industry
Experience
UBS Wealth Management November 2012 - Present
Fidelity Investments May 2012 - August 2012
Skills
Bloomberg Terminal, Bloomberg, VBA, Finance, Microsoft Excel, Java, PHP
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
UBS Wealth Management November 2012 - Present
Fidelity Investments May 2012 - August 2012
Skills
Bloomberg Terminal, Bloomberg, VBA, Finance, Microsoft Excel, Java, PHP
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
Drew M. Ayotte's Fidelity Investments Experience June 2012 - August 2012
Job Director at Castlelake
Industry Banking
Experience
Castlelake March 2015 - Present
Piper Jaffray July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Oracle Discoverer, SAP Business One, PowerPoint, Presentations, Financial Reporting, Financial Analysis, Customer Service
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Saint Thomas Academy 2005 — 2009
High School Diploma
Castlelake March 2015 - Present
Piper Jaffray July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Oracle Discoverer, SAP Business One, PowerPoint, Presentations, Financial Reporting, Financial Analysis, Customer Service
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Saint Thomas Academy 2005 — 2009
High School Diploma
Derek Beane, CFA Derek Beane, CFA's Fidelity Investments Experience June 2005 - August 2007
Job Director Investment Product Specialist at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
John Hancock 2007 - October 2014
Fidelity Investments June 2005 - August 2007
Skills
Series 63, Series 7, MBA, Asset Allocation, Mutual Funds, Financial Analysis, Alternative Investments, Investment Management, Chartered Financial..., Equity Research, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Clemson University 1997 — 2001
Bachelor of Science (BS), Financial Management
MFS Investment Management November 2014 - Present
John Hancock 2007 - October 2014
Fidelity Investments June 2005 - August 2007
Skills
Series 63, Series 7, MBA, Asset Allocation, Mutual Funds, Financial Analysis, Alternative Investments, Investment Management, Chartered Financial..., Equity Research, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Clemson University 1997 — 2001
Bachelor of Science (BS), Financial Management
Susan Petrosky Corliss Susan Petrosky Corliss's Fidelity Investments Experience October 1996 - June 2006
Job Director of Corporate Communications
Industry Public Relations and Communications
Experience
Mercy Health System of Maine January 2014 - Present
Mercy Health System of Maine May 2012 - Present
Southern New Hampshire University August 2013 - Present
University of Phoenix 2009 - Present
Iron Mountain May 2007 - April 2012
Comcast Cable July 2006 - April 2007
Fidelity Investments October 1996 - June 2006
Skills
Internal Communications, Communications Strategy, Employee Engagement, Messaging, Employee Campaigns, Executive Communications, Campaigns, Communication Training, Event Planning, Employee Forums, Culture Surveys, Strategic Communications, Public Relations, Corporate Communications, Social Media, Budgets, Leadership, Business Strategy, Strategy, Brand Management, Program Management, Crisis Communications, Community Development, Project Management, Public Affairs, Human Resources, Media Relations, Communications Planning, Employee Relations, Speech Writing, Publications, Newsletters, Press Releases, Message Development, Intranet, Marketing Communications, Content Development, Integrated Marketing, Technical Writing, Thought Leadership, Editing, Crisis Management, Content Management
Education
Clark University
Master of Science, Communications
Nichols College
Bachelor, Business Administration
Clark University
Graduate Certificate, Public Relations
Boston College - Carroll School of Management
Certificate of Practice, Corporate Citizenship and Community Involvement
Mercy Health System of Maine January 2014 - Present
Mercy Health System of Maine May 2012 - Present
Southern New Hampshire University August 2013 - Present
University of Phoenix 2009 - Present
Iron Mountain May 2007 - April 2012
Comcast Cable July 2006 - April 2007
Fidelity Investments October 1996 - June 2006
Skills
Internal Communications, Communications Strategy, Employee Engagement, Messaging, Employee Campaigns, Executive Communications, Campaigns, Communication Training, Event Planning, Employee Forums, Culture Surveys, Strategic Communications, Public Relations, Corporate Communications, Social Media, Budgets, Leadership, Business Strategy, Strategy, Brand Management, Program Management, Crisis Communications, Community Development, Project Management, Public Affairs, Human Resources, Media Relations, Communications Planning, Employee Relations, Speech Writing, Publications, Newsletters, Press Releases, Message Development, Intranet, Marketing Communications, Content Development, Integrated Marketing, Technical Writing, Thought Leadership, Editing, Crisis Management, Content Management
Education
Clark University
Master of Science, Communications
Nichols College
Bachelor, Business Administration
Clark University
Graduate Certificate, Public Relations
Boston College - Carroll School of Management
Certificate of Practice, Corporate Citizenship and Community Involvement
Tom O'Shea CFA's Fidelity Investments Experience August 2010 - March 2013
Job Financial Services Executive
Industry Financial Services
Experience
Cerulli Associates May 2014 - Present
Fidelity Investments August 2010 - March 2013
Fidelity Investments June 1996 - March 2009
T.H. O'Shea & Co. 1995 - 1996
H.C. Wainwright & Co. 1993 - 1995
Lotus Development Corporation 1988 - 1993
Funk Software 1987 - 1988
Skills
Strategy, Product Management, Business Development, Investments, Leadership, Management, Asset Allocation, Marketing, Team Leadership, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
MBA
Harvard University 1979 — 1983
B.A. Cum Laude in General Studies
St. John's Preparatory School 1975 — 1979
Cerulli Associates May 2014 - Present
Fidelity Investments August 2010 - March 2013
Fidelity Investments June 1996 - March 2009
T.H. O'Shea & Co. 1995 - 1996
H.C. Wainwright & Co. 1993 - 1995
Lotus Development Corporation 1988 - 1993
Funk Software 1987 - 1988
Skills
Strategy, Product Management, Business Development, Investments, Leadership, Management, Asset Allocation, Marketing, Team Leadership, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
MBA
Harvard University 1979 — 1983
B.A. Cum Laude in General Studies
St. John's Preparatory School 1975 — 1979
Austine Robinson, PMP's Fidelity Investments Experience March 2004 - December 2004
Job
Industry Information Technology and Services
Experience
Brown Brothers Harriman September 2010 - June 2013
Evergreen Investments February 2005 - October 2010
Fidelity Investments March 2004 - December 2004
NEC January 1993 - March 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's
Wellesley College
B.A.
Brown Brothers Harriman September 2010 - June 2013
Evergreen Investments February 2005 - October 2010
Fidelity Investments March 2004 - December 2004
NEC January 1993 - March 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's
Wellesley College
B.A.
Bill Hunter, CFA Bill Hunter, CFA's Fidelity Investments Experience 2006 - 2010
Job Director, Personal Retirement Strategy and Solutions at Bank of America / Merrill Lynch
Industry Investment Management
Experience
Bank of America / Merrill Lynch September 2010 - Present
Fidelity Investments 2006 - 2010
Fidelity Investments 2000 - 2006
Skills
Retirement, Strategist, Series 7, Series 24, Presenter, Creativity, Pro-active Leader, Energetic Leader, Integrity, Confidant, Collaboration, Innovation Management, Team-oriented, Multi-tasked, Versatility
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
Master of Science (M.S.), Finance
UMass Lowell 1987 — 1989
Master of Business Administration (MBA), Marketing/Marketing Management, General
Bank of America / Merrill Lynch September 2010 - Present
Fidelity Investments 2006 - 2010
Fidelity Investments 2000 - 2006
Skills
Retirement, Strategist, Series 7, Series 24, Presenter, Creativity, Pro-active Leader, Energetic Leader, Integrity, Confidant, Collaboration, Innovation Management, Team-oriented, Multi-tasked, Versatility
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
Master of Science (M.S.), Finance
UMass Lowell 1987 — 1989
Master of Business Administration (MBA), Marketing/Marketing Management, General
Dan Stefanis Dan Stefanis's Fidelity Investments Experience June 2010 - August 2010
Job Founder of Sync OnSet, Wymsee Inc.
Industry Motion Pictures and Film
Experience
Wymsee February 2012 - Present
Sync OnSet February 2012 - April 2014
Deloitte Consulting August 2011 - May 2012
Fidelity Investments June 2010 - August 2010
Skills
Entrepreneurship, Start-ups, Product Development, Product Management, Project Management, Mobile Technology, Management Consulting, Analysis, Business Process, Process Modeling, Web Development, Presentation Building, Social Media, Web 2.0, PowerPoint, Excel, Microsoft Office
Education
Boston College - Carroll School of Management
B.S., Information Systems, Film Studies Minor
UCLA Anderson School of Management
Master of Business Administration (MBA)
Wymsee February 2012 - Present
Sync OnSet February 2012 - April 2014
Deloitte Consulting August 2011 - May 2012
Fidelity Investments June 2010 - August 2010
Skills
Entrepreneurship, Start-ups, Product Development, Product Management, Project Management, Mobile Technology, Management Consulting, Analysis, Business Process, Process Modeling, Web Development, Presentation Building, Social Media, Web 2.0, PowerPoint, Excel, Microsoft Office
Education
Boston College - Carroll School of Management
B.S., Information Systems, Film Studies Minor
UCLA Anderson School of Management
Master of Business Administration (MBA)
Craig Hawkins Craig Hawkins's Fidelity Investments Experience June 2013 - August 2013
Job Financial Analyst at Newstar Financial
Industry Financial Services
Experience
NewStar Financial June 2014 - Present
Fidelity Investments June 2013 - August 2013
Chubb May 2011 - August 2012
Basking Ridge Little League April 2007 - August 2010
Skills
Microsoft Word, Visio, PowerPoint, Lotus Notes, Access, Microsoft Office, Data Analysis, Insurance, Outlook, Customer Service, Time Management, Teamwork, Social Media, Business Analysis, Financial Analysis, Blogging, Fundraising, ', Cooking, Presenter, Public Speaking, Organization, Leadership, Research, Social Media Marketing, Product Marketing, Analysis, Marketing, Advertising, Product Management, Spanish, Social Networking, Microsoft Excel, Training
Education
Boston College - Carroll School of Management 2010 — 2014
Finance, Marketing
University of Florence 2012 — 2012
Study Abroad-Fall Semester
Ridge High School 2006 — 2010
NewStar Financial June 2014 - Present
Fidelity Investments June 2013 - August 2013
Chubb May 2011 - August 2012
Basking Ridge Little League April 2007 - August 2010
Skills
Microsoft Word, Visio, PowerPoint, Lotus Notes, Access, Microsoft Office, Data Analysis, Insurance, Outlook, Customer Service, Time Management, Teamwork, Social Media, Business Analysis, Financial Analysis, Blogging, Fundraising, ', Cooking, Presenter, Public Speaking, Organization, Leadership, Research, Social Media Marketing, Product Marketing, Analysis, Marketing, Advertising, Product Management, Spanish, Social Networking, Microsoft Excel, Training
Education
Boston College - Carroll School of Management 2010 — 2014
Finance, Marketing
University of Florence 2012 — 2012
Study Abroad-Fall Semester
Ridge High School 2006 — 2010
Michael LeBel, CFA, CAIA's Fidelity Investments Experience 2005 - 2008
Job Investment Professional
Industry Financial Services
Experience
Weyland Capital Management October 2013 - May 2014
John Hancock Investments 2008 - September 2013
Fidelity Investments 2005 - 2008
Fidelity Investments May 2002 - August 2005
Skills
Series 7, Series 63, High Net Worth Sales, Asset Allocation, Financial Planning, Portfolio Management, Strategic Financial..., Investments, Finance, Due Diligence, Valuation, Mutual Funds, Investment Strategies, Alternative Investments, 401k, Emerging Markets, Retirement Planning, Equities, Asset Management, Investment Management, Wealth Management, Relationship Management, Fixed Income
Education
Boston College - Carroll School of Management
MBA
Keene State College
BS, Business Management
Weyland Capital Management October 2013 - May 2014
John Hancock Investments 2008 - September 2013
Fidelity Investments 2005 - 2008
Fidelity Investments May 2002 - August 2005
Skills
Series 7, Series 63, High Net Worth Sales, Asset Allocation, Financial Planning, Portfolio Management, Strategic Financial..., Investments, Finance, Due Diligence, Valuation, Mutual Funds, Investment Strategies, Alternative Investments, 401k, Emerging Markets, Retirement Planning, Equities, Asset Management, Investment Management, Wealth Management, Relationship Management, Fixed Income
Education
Boston College - Carroll School of Management
MBA
Keene State College
BS, Business Management
Brian Blaney, CFA's Fidelity Investments Experience June 2006 - August 2006
Job Summer MBA Intern at Fireman Capital Partners
Industry Financial Services
Experience
Fireman Capital Partners June 2014 - Present
Lineage Capital June 2011 - June 2013
M.M. Dillon & Co. November 2009 - May 2011
Bank of America June 2008 - October 2009
UBS June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Deal Sourcing, Deal Execution, Financial Structuring, Microsoft Excel, PowerPoint, Valuation, Derivatives, Mutual Funds, Bloomberg, Private Equity, Investment Banking, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Business/Finance
Fireman Capital Partners June 2014 - Present
Lineage Capital June 2011 - June 2013
M.M. Dillon & Co. November 2009 - May 2011
Bank of America June 2008 - October 2009
UBS June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Deal Sourcing, Deal Execution, Financial Structuring, Microsoft Excel, PowerPoint, Valuation, Derivatives, Mutual Funds, Bloomberg, Private Equity, Investment Banking, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Business/Finance
Jill Huggett's Fidelity Investments Experience 2000 - 2011
Job Career Coach * Executive Coach * Certified Professional Resume Writer * LinkedIn Profile Writer & Guru
Industry Professional Training & Coaching
Experience
Bridgepath Career Advisors 2011 - Present
Harvard Business School 2012 - Present
Fidelity Investments 2000 - 2011
JP Morgan 1994 - 2000
Skills
Career Development..., Executive Coaching, Personal Branding, Job Search Coach, Career Transition..., Compensation Negotiation, LinkedIn Training, Certified Professional..., Resume Writing, Personality Assessment, Job Search Strategies, Interviewing Skills, Career Management, Executive Search, Workshop Facilitation, Networking, Leadership, Talent Management, Behavioral Interviewing, Career Counseling, Public Speaking, Management, Consulting, Coaching, Interviews, Staff Development, Career Development, Small Business Marketing, Employee Engagement, Thought Leadership, Training, Marketing Communications, Program Management, Leadership Development, Team Management, Market Research, Talent Acquisition, Strategic Communications, Portfolio Management, Business Networking, Employee Management, Entrepreneurship..., Blogger
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Marketing & Finance
East Carolina University 1985 — 1989
B.S.
Sachem High School
Sachem High School
Bridgepath Career Advisors 2011 - Present
Harvard Business School 2012 - Present
Fidelity Investments 2000 - 2011
JP Morgan 1994 - 2000
Skills
Career Development..., Executive Coaching, Personal Branding, Job Search Coach, Career Transition..., Compensation Negotiation, LinkedIn Training, Certified Professional..., Resume Writing, Personality Assessment, Job Search Strategies, Interviewing Skills, Career Management, Executive Search, Workshop Facilitation, Networking, Leadership, Talent Management, Behavioral Interviewing, Career Counseling, Public Speaking, Management, Consulting, Coaching, Interviews, Staff Development, Career Development, Small Business Marketing, Employee Engagement, Thought Leadership, Training, Marketing Communications, Program Management, Leadership Development, Team Management, Market Research, Talent Acquisition, Strategic Communications, Portfolio Management, Business Networking, Employee Management, Entrepreneurship..., Blogger
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Marketing & Finance
East Carolina University 1985 — 1989
B.S.
Sachem High School
Sachem High School
Beth Remy's Fidelity Investments Experience October 1996 - September 2001
Job Proprietor of Virgin & Aged Gourmet Oils and Vinegars
Industry Retail
Experience
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Robert Donelan Robert Donelan's Fidelity Investments Experience August 2008 - July 2010
Job EVP, Enterprise Operations Fidelity Investments
Industry Investment Management
Experience
Fidelity Retired July 2010 - October 2011
Fidelity Investments August 2008 - July 2010
Fidelity Investments 2004 - 2008
Fidelity Investments Retirement Services 2000 - 2003
Fidelity Investments Institutional Services 1997 - 2000
First Data Corporation 1990 - 1997
Bank of New England April 1982 - April 1990
United States Marine Corps June 1975 - March 1982
Skills
Executive Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1981
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1975
BS, Finance
Fidelity Retired July 2010 - October 2011
Fidelity Investments August 2008 - July 2010
Fidelity Investments 2004 - 2008
Fidelity Investments Retirement Services 2000 - 2003
Fidelity Investments Institutional Services 1997 - 2000
First Data Corporation 1990 - 1997
Bank of New England April 1982 - April 1990
United States Marine Corps June 1975 - March 1982
Skills
Executive Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1981
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1975
BS, Finance
David Azzolina, CFA, CTP David Azzolina, CFA, CTP's Fidelity Investments Experience June 1998 - April 2003
Job Director of Financial Planning & Analysis at Greenlee ( A Textron Business)
Industry Aviation & Aerospace
Experience
Greenlee July 2014 - Present
Textron September 2011 - Present
Ryder System, Inc. November 2008 - September 2011
AutoNation November 2006 - July 2008
Franklin Templeton Investments April 2003 - November 2006
Fidelity Investments June 1998 - April 2003
Skills
Corporate Finance, Treasury, Capital Markets, Investment Management, Investments, Alternative Investments, Financial Modeling, Bonds, Credit, Liquidity Management, Cash Management, Defined Benefit, Treasury Management, Debt Capital Markets, Share Repurchases, Cash Flow Forecasting, Interest Rate..., Interest Expense..., Corporate Treasury, Treasury Systems, Treasury Workstation..., Investment Management..., Investment Committee..., Stable Value, Defined Contribution, Hedge Funds, Valuation, Asset Management, Bloomberg, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Masters
Bryant University 1994 — 1998
Bachelors
Greenlee July 2014 - Present
Textron September 2011 - Present
Ryder System, Inc. November 2008 - September 2011
AutoNation November 2006 - July 2008
Franklin Templeton Investments April 2003 - November 2006
Fidelity Investments June 1998 - April 2003
Skills
Corporate Finance, Treasury, Capital Markets, Investment Management, Investments, Alternative Investments, Financial Modeling, Bonds, Credit, Liquidity Management, Cash Management, Defined Benefit, Treasury Management, Debt Capital Markets, Share Repurchases, Cash Flow Forecasting, Interest Rate..., Interest Expense..., Corporate Treasury, Treasury Systems, Treasury Workstation..., Investment Management..., Investment Committee..., Stable Value, Defined Contribution, Hedge Funds, Valuation, Asset Management, Bloomberg, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Masters
Bryant University 1994 — 1998
Bachelors
Brett Goodwin Brett Goodwin's Fidelity Investments Experience 1996 - 2002
Job Managing Director Treasury Risk Management at GE Capital
Industry Financial Services
Experience
GE Capital July 2015 - Present
GE Capital August 2014 - July 2015
GE Corporate Treasury February 2011 - July 2014
GE Capital America's February 2008 - February 2011
GE Capital Canada September 2010 - January 2011
GE Capital May 2008 - February 2009
GE Commercial Finance February 2007 - May 2008
GE Commercial Finance October 2004 - January 2006
GE Healthcare Financial Services November 2002 - October 2004
Fidelity Investments 1996 - 2002
Skills
Risk Management, Finance, Mergers & Acquisitions, Forecasting, Portfolio Management, Strategy, Strategic Financial..., Financial Risk, Analysis, Managerial Finance, Valuation, Management, Financial Analysis, Financial Modeling, Corporate Finance, Financial Services, Capital Markets, Financial Reporting, Leadership, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
mba, finance
Hobart and William Smith Colleges 1985 — 1989
ba, Economics
GE Capital July 2015 - Present
GE Capital August 2014 - July 2015
GE Corporate Treasury February 2011 - July 2014
GE Capital America's February 2008 - February 2011
GE Capital Canada September 2010 - January 2011
GE Capital May 2008 - February 2009
GE Commercial Finance February 2007 - May 2008
GE Commercial Finance October 2004 - January 2006
GE Healthcare Financial Services November 2002 - October 2004
Fidelity Investments 1996 - 2002
Skills
Risk Management, Finance, Mergers & Acquisitions, Forecasting, Portfolio Management, Strategy, Strategic Financial..., Financial Risk, Analysis, Managerial Finance, Valuation, Management, Financial Analysis, Financial Modeling, Corporate Finance, Financial Services, Capital Markets, Financial Reporting, Leadership, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
mba, finance
Hobart and William Smith Colleges 1985 — 1989
ba, Economics
Ryan Popper's Fidelity Investments Experience May 2011 - August 2011
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting February 2014 - Present
Shields & Company September 2012 - December 2012
Ernst & Young June 2012 - August 2012
SageView Advisory Group March 2012 - May 2012
Fidelity Investments May 2011 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance, Accounting, Information Systems
University of Dar es Salaam 2011 — 2012
Semester Studying Abroad
RHAM High School 2005 — 2009
Deloitte Consulting February 2014 - Present
Shields & Company September 2012 - December 2012
Ernst & Young June 2012 - August 2012
SageView Advisory Group March 2012 - May 2012
Fidelity Investments May 2011 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance, Accounting, Information Systems
University of Dar es Salaam 2011 — 2012
Semester Studying Abroad
RHAM High School 2005 — 2009
Timothy Werner Timothy Werner's Fidelity Investments Experience October 2011 - August 2013
Job Senior Financial Analyst and Finance Business Partner, Tech Ops Finance at Shire Pharmaceuticals
Industry Biotechnology
Experience
Shire Pharmaceuticals March 2014 - Present
Fidelity Investments October 2011 - August 2013
Fidelity Investments June 2009 - September 2011
Boston College Graduate School of Management August 2007 - May 2009
Fidelity Investments June 2008 - August 2008
General Mills January 2005 - August 2007
United States Army May 1998 - December 2004
Skills
Analysis, Process Improvement, Strategic Planning, Operations Management, Continuous Improvement, Competitive Analysis, Budgets, Financial Modeling, Program Management, Project Planning, Strategy, Valuation, Management Consulting, Finance, Leadership, Training, Financial Analysis, Cross-functional Team...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Corporate Finance and Asset Management
University of Missouri-Rolla 2002 — 2003
MS, Engineering Management
United States Military Academy at West Point 1994 — 1998
BS, Civil Engineering
Elder High School 1990 — 1994
Shire Pharmaceuticals March 2014 - Present
Fidelity Investments October 2011 - August 2013
Fidelity Investments June 2009 - September 2011
Boston College Graduate School of Management August 2007 - May 2009
Fidelity Investments June 2008 - August 2008
General Mills January 2005 - August 2007
United States Army May 1998 - December 2004
Skills
Analysis, Process Improvement, Strategic Planning, Operations Management, Continuous Improvement, Competitive Analysis, Budgets, Financial Modeling, Program Management, Project Planning, Strategy, Valuation, Management Consulting, Finance, Leadership, Training, Financial Analysis, Cross-functional Team...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Corporate Finance and Asset Management
University of Missouri-Rolla 2002 — 2003
MS, Engineering Management
United States Military Academy at West Point 1994 — 1998
BS, Civil Engineering
Elder High School 1990 — 1994
Kevin Chang's Fidelity Investments Experience May 2010 - July 2010
Job Web Engineer at YCharts
Industry Financial Services
Experience
YCharts August 2014 - Present
The Flatiron School February 2014 - April 2014
BNY Mellon May 2013 - February 2014
Ipreo August 2010 - April 2013
Fidelity Investments May 2010 - July 2010
Skills
Python, Django, Microsoft Excel, Microsoft Office, JavaScript, Java, Equities, SQL, HTML, Analysis, Management, Business Analysis, Visio, Market Research, Testing, PowerPoint, Project Management, SharePoint, CSS, Microsoft Word, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
BS, Finance, Computer Science, Information Systems
Horace Mann School 1994 — 2006
YCharts August 2014 - Present
The Flatiron School February 2014 - April 2014
BNY Mellon May 2013 - February 2014
Ipreo August 2010 - April 2013
Fidelity Investments May 2010 - July 2010
Skills
Python, Django, Microsoft Excel, Microsoft Office, JavaScript, Java, Equities, SQL, HTML, Analysis, Management, Business Analysis, Visio, Market Research, Testing, PowerPoint, Project Management, SharePoint, CSS, Microsoft Word, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
BS, Finance, Computer Science, Information Systems
Horace Mann School 1994 — 2006
Stephen Nigloschy Stephen Nigloschy's Fidelity Investments Experience December 2008 - May 2010
Job Accomplished Finance Executive delivering results through collaborative business partnering
Industry Financial Services
Experience
Finance April 2015 - Present
National Grid July 2013 - March 2015
National Grid September 2010 - July 2013
Fidelity Investments December 2008 - May 2010
Fidelity Personal and Workplace Investing August 2007 - December 2008
Fidelity Investments Tax Exempt Services Company June 2004 - August 2007
Skills
Forecasting, Strategic Planning, Financial Analysis, Budgets, Leadership, Decision Support, Performance Management, Financial Goals, Business Planning, Strategy, Investments, Risk Management, Controllership Functions, Presentations, Cost Management, Benchmarking, Revenue & Profit Growth, Ethics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Masters of Science, Finance
University of Massachusetts Lowell 1984 — 1988
B.S.B.A, Management - finance
Finance April 2015 - Present
National Grid July 2013 - March 2015
National Grid September 2010 - July 2013
Fidelity Investments December 2008 - May 2010
Fidelity Personal and Workplace Investing August 2007 - December 2008
Fidelity Investments Tax Exempt Services Company June 2004 - August 2007
Skills
Forecasting, Strategic Planning, Financial Analysis, Budgets, Leadership, Decision Support, Performance Management, Financial Goals, Business Planning, Strategy, Investments, Risk Management, Controllership Functions, Presentations, Cost Management, Benchmarking, Revenue & Profit Growth, Ethics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Masters of Science, Finance
University of Massachusetts Lowell 1984 — 1988
B.S.B.A, Management - finance
Andy Daigneault Andy Daigneault's Fidelity Investments Experience January 2006 - Present
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2006 - Present
Fidelity Investments June 2003 - December 2005
Fidelity Investments May 2002 - June 2003
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, 401k, Alternative Investments, Asset Management, Investment Advisory, Retirement, Retirement Planning, Investment Management, Portfolio Management, Financial Services, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
Masters of Business, Finance
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts, Economics
Fidelity Investments January 2006 - Present
Fidelity Investments June 2003 - December 2005
Fidelity Investments May 2002 - June 2003
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, 401k, Alternative Investments, Asset Management, Investment Advisory, Retirement, Retirement Planning, Investment Management, Portfolio Management, Financial Services, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
Masters of Business, Finance
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts, Economics
Colleen O'Connor's Fidelity Investments Experience March 2013 - June 2014
Job Leasing Associate at BioMed Realty
Industry Commercial Real Estate
Experience
BioMed Realty June 2014 - Present
Fidelity Investments March 2013 - June 2014
Fidelity Investments May 2011 - March 2013
PwC August 2008 - May 2011
Skills
Excel, PowerPoint, Oracle, Microsoft Excel, Auditing, Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, Financial Modeling, General Ledger, SEC Filings, Sarbanes-Oxley Act
Education
Boston College - Carroll School of Management 2008 — 2011
Masters of Science, Accounting
Stonehill College 2004 — 2008
Bachelor of Science, Accounting
Babson College - Franklin W. Olin Graduate School of Business
MBA Candidate
BioMed Realty June 2014 - Present
Fidelity Investments March 2013 - June 2014
Fidelity Investments May 2011 - March 2013
PwC August 2008 - May 2011
Skills
Excel, PowerPoint, Oracle, Microsoft Excel, Auditing, Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, Financial Modeling, General Ledger, SEC Filings, Sarbanes-Oxley Act
Education
Boston College - Carroll School of Management 2008 — 2011
Masters of Science, Accounting
Stonehill College 2004 — 2008
Bachelor of Science, Accounting
Babson College - Franklin W. Olin Graduate School of Business
MBA Candidate
Justin Ferguson's Fidelity Investments Experience December 2014 - Present
Job Vice President, Workplace Managed Accounts at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments August 2011 - December 2014
Putnam Investments January 2006 - August 2011
Putnam Investments August 2003 - January 2006
Putnam Investments August 2002 - August 2004
Putnam Investments October 2001 - August 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Gordon College
BA, Communication Arts
Fidelity Investments December 2014 - Present
Fidelity Investments August 2011 - December 2014
Putnam Investments January 2006 - August 2011
Putnam Investments August 2003 - January 2006
Putnam Investments August 2002 - August 2004
Putnam Investments October 2001 - August 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Gordon College
BA, Communication Arts
Wilson St.Pierre's Fidelity Investments Experience July 2014 - Present
Job Director, Investment Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments July 2011 - July 2012
Mirus Capital Advisors June 2010 - March 2011
Boston College/Produnsa SAC (Peru) January 2010 - May 2010
US Army June 2008 - January 2009
US Army January 2008 - June 2008
US Army April 2006 - March 2007
US Army February 2005 - March 2006
Keough for Governor 2002 - 2002
Skills
Leadership, Strategy, Analysis, Security Clearance, Military, Management, Process Improvement, Government, Financial Analysis, Army, Finance, Organizational..., Project Management, Strategic Planning, Financial Modeling, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Finance/Asset Management
Georgetown University 2000 — 2004
BSFS, International Politics
Phillips Exeter Academy 1996 — 2000
Diploma, Liberal Arts
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments July 2011 - July 2012
Mirus Capital Advisors June 2010 - March 2011
Boston College/Produnsa SAC (Peru) January 2010 - May 2010
US Army June 2008 - January 2009
US Army January 2008 - June 2008
US Army April 2006 - March 2007
US Army February 2005 - March 2006
Keough for Governor 2002 - 2002
Skills
Leadership, Strategy, Analysis, Security Clearance, Military, Management, Process Improvement, Government, Financial Analysis, Army, Finance, Organizational..., Project Management, Strategic Planning, Financial Modeling, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Finance/Asset Management
Georgetown University 2000 — 2004
BSFS, International Politics
Phillips Exeter Academy 1996 — 2000
Diploma, Liberal Arts
Douglas Stockbridge Jr. Douglas Stockbridge Jr.'s Fidelity Investments Experience July 2013 - Present
Job Fixed Income Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2013 - Present
Eaton Vance June 2012 - August 2012
HM Payson & Co June 2011 - September 2011
Atlantic Parking Services May 2010 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
London School of Economics and Political Science 2011 — 2012
General Course, Accounting and Finance
Kennebunk High School 2005 — 2009
High School Diploma, General
Fidelity Investments July 2013 - Present
Eaton Vance June 2012 - August 2012
HM Payson & Co June 2011 - September 2011
Atlantic Parking Services May 2010 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
London School of Economics and Political Science 2011 — 2012
General Course, Accounting and Finance
Kennebunk High School 2005 — 2009
High School Diploma, General
Veronica Johnson-Eghan Veronica Johnson-Eghan's Fidelity Investments Experience 2007 - 2010
Job Executive Assistant
Industry Hospital & Health Care
Experience
The Boston Foundation May 2014 - July 2014
Liberty Mutual Insurance February 2014 - April 2014
Beth Israel Deaconess Medical Center November 2013 - January 2014
Boston Medical Center July 2013 - October 2013
Partners HealthCare August 2012 - June 2013
Harvard Business School 2011 - 2012
Fidelity Investments 2007 - 2010
Fidelity Investments 2001 - 2006
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
Microsoft Certified..., Non-profits, Program Management, Event Management, Community Development, Philanthropy, Fundraising, Corporate Social..., Strategic Communications, Internal Communications, Corporate Communications, Volunteer Management, Program Development, Organizational..., Financial Services, Crisis Management
Education
Bunker Hill Community College 2010 — 2012
Harvard Business School
Boston College - Carroll School of Management
The Boston Foundation May 2014 - July 2014
Liberty Mutual Insurance February 2014 - April 2014
Beth Israel Deaconess Medical Center November 2013 - January 2014
Boston Medical Center July 2013 - October 2013
Partners HealthCare August 2012 - June 2013
Harvard Business School 2011 - 2012
Fidelity Investments 2007 - 2010
Fidelity Investments 2001 - 2006
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
Microsoft Certified..., Non-profits, Program Management, Event Management, Community Development, Philanthropy, Fundraising, Corporate Social..., Strategic Communications, Internal Communications, Corporate Communications, Volunteer Management, Program Development, Organizational..., Financial Services, Crisis Management
Education
Bunker Hill Community College 2010 — 2012
Harvard Business School
Boston College - Carroll School of Management
Anthony LoVuolo's Fidelity Investments Experience January 2014 - January 2014
Job Head Waiter at Trattoria Il Panino
Industry Higher Education
Experience
Trattoria Il Panino June 2007 - Present
Fidelity Investments January 2014 - January 2014
Skills
Financial Analysis, Financial Strategy, Product Marketing, Microsoft Excel, Stand-up Comedy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance/Marketing, Sophomore
Trattoria Il Panino June 2007 - Present
Fidelity Investments January 2014 - January 2014
Skills
Financial Analysis, Financial Strategy, Product Marketing, Microsoft Excel, Stand-up Comedy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance/Marketing, Sophomore
Bill Kloza's Fidelity Investments Experience June 2013 - August 2013
Job Associate at Bulger Partners
Industry Financial Services
Experience
Bulger Partners January 2014 - Present
Fidelity Investments June 2013 - August 2013
Liberty Mutual Insurance June 2012 - August 2012
Boston College May 2011 - June 2012
Liberty Mutual Insurance June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Modeling, Valuation, SQL, Analysis, Research, Financial Analysis, SPSS, Spanish, Analytics, Social Media, SAS, Visual Basic, Corporate Finance, VBA, Photoshop
Education
Boston College - Carroll School of Management 2010 — 2013
Bachelor of Science, Finance and Information Systems
Lynnfield High School 2006 — 2010
Bulger Partners January 2014 - Present
Fidelity Investments June 2013 - August 2013
Liberty Mutual Insurance June 2012 - August 2012
Boston College May 2011 - June 2012
Liberty Mutual Insurance June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Modeling, Valuation, SQL, Analysis, Research, Financial Analysis, SPSS, Spanish, Analytics, Social Media, SAS, Visual Basic, Corporate Finance, VBA, Photoshop
Education
Boston College - Carroll School of Management 2010 — 2013
Bachelor of Science, Finance and Information Systems
Lynnfield High School 2006 — 2010
Brendan Gaffney's Fidelity Investments Experience December 2012 - Present
Job Senior Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments June 2010 - December 2012
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
Bachelor of Science (BS), Finance, Accounting
Fidelity Investments December 2012 - Present
Fidelity Investments June 2010 - December 2012
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
Bachelor of Science (BS), Finance, Accounting
Kelli O'Donohue's Fidelity Investments Experience July 2011 - December 2011
Job Municipal Trading Associate at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets June 2014 - Present
Fidelity Capital Markets December 2011 - June 2014
Fidelity Investments July 2011 - December 2011
Fidelity Investments June 2010 - May 2011
Mainly Monograms June 2008 - August 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Master of Business Administration (M.B.A.)
Providence College 2007 — 2011
BS, Finance, Writing
Tappan Zee High School 2003 — 2007
Fidelity Capital Markets June 2014 - Present
Fidelity Capital Markets December 2011 - June 2014
Fidelity Investments July 2011 - December 2011
Fidelity Investments June 2010 - May 2011
Mainly Monograms June 2008 - August 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Master of Business Administration (M.B.A.)
Providence College 2007 — 2011
BS, Finance, Writing
Tappan Zee High School 2003 — 2007
Caitlin Grunbeck Caitlin Grunbeck's Fidelity Investments Experience June 2011 - August 2011
Job Staff Accountant at F.W. Bryce
Industry Accounting
Experience
F.W. Bryce November 2013 - Present
YMCA October 2012 - November 2013
Fidelity Investments June 2011 - August 2011
Big Y February 2008 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Data Entry, Outlook, Time Management, Teamwork, Customer Service, Telephone Skills, Critical Thinking, Accounts Receivable
Education
The University of Connecticut School of Business 2012 — 2013
Master's degree, Accounting
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Accounting
F.W. Bryce November 2013 - Present
YMCA October 2012 - November 2013
Fidelity Investments June 2011 - August 2011
Big Y February 2008 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Data Entry, Outlook, Time Management, Teamwork, Customer Service, Telephone Skills, Critical Thinking, Accounts Receivable
Education
The University of Connecticut School of Business 2012 — 2013
Master's degree, Accounting
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Accounting
John P. Iodice, Jr. John P. Iodice, Jr.'s Fidelity Investments Experience November 2010 - July 2014
Job Vice President at Fidelity Prime Services
Industry Capital Markets
Experience
Fidelity Prime Services July 2014 - Present
Fidelity Investments November 2010 - July 2014
FundQuest December 2007 - November 2010
FundQuest August 2007 - December 2007
FundQuest December 2006 - July 2007
Skills
Insurance, Financial Services, Mutual Funds, Series 6, Series 63, Portfolio Management, Series 7, Sales Operations
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Leadership & Management
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Science
Milton High School 1995 — 1999
Fidelity Prime Services July 2014 - Present
Fidelity Investments November 2010 - July 2014
FundQuest December 2007 - November 2010
FundQuest August 2007 - December 2007
FundQuest December 2006 - July 2007
Skills
Insurance, Financial Services, Mutual Funds, Series 6, Series 63, Portfolio Management, Series 7, Sales Operations
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Leadership & Management
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Science
Milton High School 1995 — 1999
Michelle Kenney Michelle Kenney's Fidelity Investments Experience July 2006 - April 2007
Job Senior Brand Manager at Lending Club
Industry Marketing and Advertising
Experience
Lending Club February 2014 - Present
Mikx Marketing January 2010 - February 2014
Capital One Point of Sale April 2007 - June 2009
Fidelity Investments July 2006 - April 2007
New Balance Athletic Shoe June 2005 - May 2006
Capital One Financial June 2003 - July 2004
Capital One Financial April 2001 - June 2003
Corporate Executive Board December 2000 - March 2001
Corporate Executive Board September 1999 - December 2000
Skills
Advertising, Trade Shows, Affiliate Marketing, Direct Marketing, Direct Mail, Brand Development, Brand Communication, Email Marketing, Sales Support, Lead Generation, Collateral Material..., Agency Relations, RFP preparation, Marketing Strategy, Marketing Communications, Account Management, Product Marketing, Marketing Management, Multi-channel Marketing, Integrated Marketing, Strategy, Sales Operations, Entrepreneurship, Marketing, Creative Strategy, Brand Architecture, Brand Management, Market Planning, Competitive Analysis, Customer Acquisition, Marketing Research, B2B Marketing, Brand Awareness, Relationship Marketing, Campaign Management, Analytics, Management, New Business Development, Product Launch, Segmentation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
MBA
New England Institute of Art 2004 — 2006
CDGD, Graphic Deslgn
University of Richmond 1995 — 1999
BSBA, Marketing and International Business
Lending Club February 2014 - Present
Mikx Marketing January 2010 - February 2014
Capital One Point of Sale April 2007 - June 2009
Fidelity Investments July 2006 - April 2007
New Balance Athletic Shoe June 2005 - May 2006
Capital One Financial June 2003 - July 2004
Capital One Financial April 2001 - June 2003
Corporate Executive Board December 2000 - March 2001
Corporate Executive Board September 1999 - December 2000
Skills
Advertising, Trade Shows, Affiliate Marketing, Direct Marketing, Direct Mail, Brand Development, Brand Communication, Email Marketing, Sales Support, Lead Generation, Collateral Material..., Agency Relations, RFP preparation, Marketing Strategy, Marketing Communications, Account Management, Product Marketing, Marketing Management, Multi-channel Marketing, Integrated Marketing, Strategy, Sales Operations, Entrepreneurship, Marketing, Creative Strategy, Brand Architecture, Brand Management, Market Planning, Competitive Analysis, Customer Acquisition, Marketing Research, B2B Marketing, Brand Awareness, Relationship Marketing, Campaign Management, Analytics, Management, New Business Development, Product Launch, Segmentation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
MBA
New England Institute of Art 2004 — 2006
CDGD, Graphic Deslgn
University of Richmond 1995 — 1999
BSBA, Marketing and International Business
Tim Crowley, PMP Tim Crowley, PMP's Fidelity Investments Experience July 1994 - December 2008
Job Director of Organization & Process at Banco Santander
Industry Financial Services
Experience
Banco Santander December 2009 - Present
Fidelity Investments July 1994 - December 2008
Fidelity International 1998 - 2001
Skills
PMP, Spanish, Program Management, Business Analysis, Agile Methodologies, Management, Project Management, Change Management, PMO, ITIL, Budgets, Equities, Team Leadership, Software Project..., Vendor Management, Project Planning, Process Improvement, Requirements Analysis, SDLC, Business Process..., Analysis, Strategic Planning, Project Delivery, Team Management, Banking, Enterprise Software, CRM, Project Portfolio..., Systems Analysis, IT Management, Business Intelligence, IT Strategy, Requirements Gathering, Integration, Visio, Business Process, MS Project, Governance, Enterprise Architecture, Stakeholder Management, Business Requirements, Financial Services, Agile Project Management, Data Warehousing, Information Technology, Resource Management, Portfolio Management, Cross-functional Team..., Outsourcing, Software Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MSF
Colby College 1980 — 1984
BA
Colegio Franklin Delano Rooselvelt 1977 — 1978
Lima, Peru
Banco Santander December 2009 - Present
Fidelity Investments July 1994 - December 2008
Fidelity International 1998 - 2001
Skills
PMP, Spanish, Program Management, Business Analysis, Agile Methodologies, Management, Project Management, Change Management, PMO, ITIL, Budgets, Equities, Team Leadership, Software Project..., Vendor Management, Project Planning, Process Improvement, Requirements Analysis, SDLC, Business Process..., Analysis, Strategic Planning, Project Delivery, Team Management, Banking, Enterprise Software, CRM, Project Portfolio..., Systems Analysis, IT Management, Business Intelligence, IT Strategy, Requirements Gathering, Integration, Visio, Business Process, MS Project, Governance, Enterprise Architecture, Stakeholder Management, Business Requirements, Financial Services, Agile Project Management, Data Warehousing, Information Technology, Resource Management, Portfolio Management, Cross-functional Team..., Outsourcing, Software Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MSF
Colby College 1980 — 1984
BA
Colegio Franklin Delano Rooselvelt 1977 — 1978
Lima, Peru
Elise Brady Elise Brady's Fidelity Investments Experience March 1992 - August 1997
Job Netsuite Implementation Consultant / Owner of Montessori Evolution LLC DBA Where Am I?
Industry Education Management
Experience
Spartina 449 2014 - Present
Montessori Evolution LLC DBA Where Am I? August 2013 - Present
Velocitek January 2012 - May 2013
Montessori Hale O Keiki July 2011 - May 2012
Montessori Hale O Keiki July 2010 - June 2011
Washington Montessori School July 2006 - June 2010
Montessori School of Redding July 2003 - January 2010
Charles Schwab September 1997 - December 2001
Fidelity Investments March 1992 - August 1997
Skills
Educational Leadership, Digital Portfolios, Google Apps for..., Strategic Financial..., Project Management, Cloud Computing, Large-Scale Budget &..., Business Workflows, Business Development, Management, SaaS
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, International Finance
McGill University 1982 — 1986
BA, Economics & Math
TollGate Highschool 1978 — 1982
Spartina 449 2014 - Present
Montessori Evolution LLC DBA Where Am I? August 2013 - Present
Velocitek January 2012 - May 2013
Montessori Hale O Keiki July 2011 - May 2012
Montessori Hale O Keiki July 2010 - June 2011
Washington Montessori School July 2006 - June 2010
Montessori School of Redding July 2003 - January 2010
Charles Schwab September 1997 - December 2001
Fidelity Investments March 1992 - August 1997
Skills
Educational Leadership, Digital Portfolios, Google Apps for..., Strategic Financial..., Project Management, Cloud Computing, Large-Scale Budget &..., Business Workflows, Business Development, Management, SaaS
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, International Finance
McGill University 1982 — 1986
BA, Economics & Math
TollGate Highschool 1978 — 1982
Geoffrey Langfield Geoffrey Langfield's Fidelity Investments Experience July 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Skills
Windows, ITIL, Vendor Management, Visio, Systems Analysis, Cross-functional Team..., Problem Solving, Change Management, Excel, PowerPoint, Microsoft Office, Team Leadership, MS Project, Enterprise Software, Leadership, Risk Management, Disaster Recovery, IT Strategy, Business Analysis, Integration, Program Management, PMP, Process Improvement, Databases, Project Portfolio..., Project Management, IT Management, Agile Methodologies, Active Directory, SDLC, Data Analysis, Unix, Software Documentation, Business Intelligence, Security, Analysis, Troubleshooting, SharePoint, SQL, Requirements Analysis, Microsoft Excel, Software Project..., IT Service Management, System Administration, Microsoft SQL Server, Data Center, Networking, Enterprise Architecture
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA
University of Massachusetts Dartmouth 1996 — 2000
BS
Fidelity Investments July 2012 - Present
Skills
Windows, ITIL, Vendor Management, Visio, Systems Analysis, Cross-functional Team..., Problem Solving, Change Management, Excel, PowerPoint, Microsoft Office, Team Leadership, MS Project, Enterprise Software, Leadership, Risk Management, Disaster Recovery, IT Strategy, Business Analysis, Integration, Program Management, PMP, Process Improvement, Databases, Project Portfolio..., Project Management, IT Management, Agile Methodologies, Active Directory, SDLC, Data Analysis, Unix, Software Documentation, Business Intelligence, Security, Analysis, Troubleshooting, SharePoint, SQL, Requirements Analysis, Microsoft Excel, Software Project..., IT Service Management, System Administration, Microsoft SQL Server, Data Center, Networking, Enterprise Architecture
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA
University of Massachusetts Dartmouth 1996 — 2000
BS
Todd Roitfarb's Fidelity Investments Experience 2002 - 2007
Job Partner at InvestSoft Technology
Industry Financial Services
Experience
InvestSoft Technology November 2010 - Present
Ernst & Young July 2009 - November 2010
Mirus Capital Advisors November 2008 - May 2009
Merrill Lynch June 2008 - January 2009
Fidelity Investments 2002 - 2007
Skills
Valuation, Financial Modeling, Accounting, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Risk, Investment Banking, Investments, Leadership, Mergers, Mergers, Portfolio Management, Private Equity, Trading, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Finance - Asset Management & Corporate Finance
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance
InvestSoft Technology November 2010 - Present
Ernst & Young July 2009 - November 2010
Mirus Capital Advisors November 2008 - May 2009
Merrill Lynch June 2008 - January 2009
Fidelity Investments 2002 - 2007
Skills
Valuation, Financial Modeling, Accounting, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Risk, Investment Banking, Investments, Leadership, Mergers, Mergers, Portfolio Management, Private Equity, Trading, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Finance - Asset Management & Corporate Finance
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance
David Mulvany David Mulvany's Fidelity Investments Experience
Job Equity Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
College of the Holy Cross 1998 — 2002
Fidelity Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
College of the Holy Cross 1998 — 2002
Maguire Dalporto Maguire Dalporto's Fidelity Investments Experience August 2011 - January 2015
Job Trade Strategy Data Management at GMO
Industry Capital Markets
Experience
GMO January 2015 - Present
Fidelity Investments August 2011 - January 2015
Liberty Mutual Insurance January 2010 - September 2010
Mercer July 2009 - January 2010
de Visscher & Co. June 2008 - August 2008
Ford Motor Company April 2002 - August 2007
Skills
SQL, kdb+, Capital Markets, FX trading, Equity Trading, VBA, Java, Python, Financial Modeling, Portfolio Management, Financial Analysis, Analysis, Private Equity, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equity Research, Program Management, Business Case, Investment Management, Analytics, Management Consulting, Options, Six Sigma, Oracle SQL, Sybase SQL Anywhere
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Finanance
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Science (M.S.), Finance
University of Michigan-Dearborn 2002 — 2004
MSE, Mechanical Engineering
University of Pittsburgh 1997 — 2001
BS, Mechanical Engineering
GMO January 2015 - Present
Fidelity Investments August 2011 - January 2015
Liberty Mutual Insurance January 2010 - September 2010
Mercer July 2009 - January 2010
de Visscher & Co. June 2008 - August 2008
Ford Motor Company April 2002 - August 2007
Skills
SQL, kdb+, Capital Markets, FX trading, Equity Trading, VBA, Java, Python, Financial Modeling, Portfolio Management, Financial Analysis, Analysis, Private Equity, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equity Research, Program Management, Business Case, Investment Management, Analytics, Management Consulting, Options, Six Sigma, Oracle SQL, Sybase SQL Anywhere
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Finanance
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Science (M.S.), Finance
University of Michigan-Dearborn 2002 — 2004
MSE, Mechanical Engineering
University of Pittsburgh 1997 — 2001
BS, Mechanical Engineering
Christopher Houlihan Christopher Houlihan's Fidelity Investments Experience September 2013 - July 2015
Job Investment Product Analyst
Industry Financial Services
Experience
Fidelity Investments September 2013 - July 2015
Skills
Management, Research, Mutual Funds, Data Analysis, Leadership, Training, Project Management, Series 7, Series 63, PowerPoint, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Political Science, Magna Cum Laude
Boston Latin School 2001 — 2007
Fidelity Investments September 2013 - July 2015
Skills
Management, Research, Mutual Funds, Data Analysis, Leadership, Training, Project Management, Series 7, Series 63, PowerPoint, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Political Science, Magna Cum Laude
Boston Latin School 2001 — 2007
Neil Ryan, PMP's Fidelity Investments Experience April 2015 - Present
Job Project Management / Operations Management Financial Services
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Brown Brothers Harriman December 2013 - March 2015
Fidelity Investments October 2012 - June 2013
State Street February 2012 - October 2012
William George Associates November 2010 - January 2011
Fidelity Investments August 2006 - April 2010
Fidelity Investments January 2004 - July 2006
Fidelity Investments June 2000 - December 2003
Skills
Risk Management, Project Management, Operations Management, Staff Development, Process Improvement, Mutual Funds, Management, Relationship Management, SDLC, PMP, Business Analysis, Fixed Income, Financial Services, Vendor Management, Business Process..., Six Sigma, Business Process..., Securities, Business Requirements, Bloomberg, Finance, Lean Transformation, Lean Culture, Lean Fundamentals, Lean Tools, Leadership, Equities, Product Management, Investments, Business Intelligence, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
University of Maine 1990 — 1994
BS, Finance
Fidelity Investments April 2015 - Present
Brown Brothers Harriman December 2013 - March 2015
Fidelity Investments October 2012 - June 2013
State Street February 2012 - October 2012
William George Associates November 2010 - January 2011
Fidelity Investments August 2006 - April 2010
Fidelity Investments January 2004 - July 2006
Fidelity Investments June 2000 - December 2003
Skills
Risk Management, Project Management, Operations Management, Staff Development, Process Improvement, Mutual Funds, Management, Relationship Management, SDLC, PMP, Business Analysis, Fixed Income, Financial Services, Vendor Management, Business Process..., Six Sigma, Business Process..., Securities, Business Requirements, Bloomberg, Finance, Lean Transformation, Lean Culture, Lean Fundamentals, Lean Tools, Leadership, Equities, Product Management, Investments, Business Intelligence, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
University of Maine 1990 — 1994
BS, Finance
Glenn Fernandes's Fidelity Investments Experience June 2001 - July 2005
Job Sr. Manager PMO at Agero, Inc.
Industry Information Technology and Services
Experience
Agero, Inc. September 2013 - Present
Agero, Inc. April 2011 - September 2013
Agero, Inc. October 2010 - April 2011
Agero, Inc. June 2007 - October 2010
Strategic Financial Partners (New England Financial) July 2006 - June 2007
Fidelity Investments June 2001 - July 2005
Permanent Wave Productions June 2000 - December 2000
Skills
Agile Methodologies, Vendor Management, Cross-functional Team..., Process Improvement, IT Strategy, Software Development, Project Management, Analysis, Quality Assurance, PMO, Change Management, Management, Team Leadership, Business Analysis, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Worcester Polytechnic Institute 1999 — 2001
Master’s Degree, Computer Science
University of Mumbai 1993 — 1997
Bachelor’s Degree, Electronics Engineering
Agero, Inc. September 2013 - Present
Agero, Inc. April 2011 - September 2013
Agero, Inc. October 2010 - April 2011
Agero, Inc. June 2007 - October 2010
Strategic Financial Partners (New England Financial) July 2006 - June 2007
Fidelity Investments June 2001 - July 2005
Permanent Wave Productions June 2000 - December 2000
Skills
Agile Methodologies, Vendor Management, Cross-functional Team..., Process Improvement, IT Strategy, Software Development, Project Management, Analysis, Quality Assurance, PMO, Change Management, Management, Team Leadership, Business Analysis, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Worcester Polytechnic Institute 1999 — 2001
Master’s Degree, Computer Science
University of Mumbai 1993 — 1997
Bachelor’s Degree, Electronics Engineering
Christine Sweeney Tourigny's Fidelity Investments Experience August 2001 - April 2005
Job Consultant/Contractor
Industry Information Technology and Services
Experience
self-employed 2005 - Present
Fidelity Investments August 2001 - April 2005
S&H Greenpoints 2000 - 2001
Hewitt Associates 1991 - 2000
New York Life Insurance Company 1996 - 1998
Skills
Business Process..., Financial Services, Business Analysis, Program Management, Information Technology, Product Management, IT Strategy, Business Process..., Software Project..., Process Improvement, Cross-functional Team..., Project Management, Consulting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA
University of Connecticut 1987 — 1991
self-employed 2005 - Present
Fidelity Investments August 2001 - April 2005
S&H Greenpoints 2000 - 2001
Hewitt Associates 1991 - 2000
New York Life Insurance Company 1996 - 1998
Skills
Business Process..., Financial Services, Business Analysis, Program Management, Information Technology, Product Management, IT Strategy, Business Process..., Software Project..., Process Improvement, Cross-functional Team..., Project Management, Consulting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA
University of Connecticut 1987 — 1991
Daniel Singh, CFA's Fidelity Investments Experience 2007 - 2011
Job Portfolio Manager & Analyst at LMCG Investments
Industry Financial Services
Experience
LMCG Investments August 2011 - Present
Fidelity Investments 2007 - 2011
Skills
Bloomberg, Equity Research, Equities, Asset Allocation, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Portfolio Management, Mutual Funds, Asset Management, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Stonehill College
BS, Finance
LMCG Investments August 2011 - Present
Fidelity Investments 2007 - 2011
Skills
Bloomberg, Equity Research, Equities, Asset Allocation, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Portfolio Management, Mutual Funds, Asset Management, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Stonehill College
BS, Finance
Darrin Wizst's Fidelity Investments Experience 1991 - 1994
Job Business Development Professional
Industry Outsourcing/Offshoring
Experience
Surge Resources, Inc. August 2012 - Present
Home Path Financial, L.P. October 2009 - April 2011
IBM October 2006 - February 2009
Manning & Napier Advisors 2003 - 2006
Citizens Advisors 2000 - 2002
Scudder Investments 1997 - 2000
State Street Global Advisors 1994 - 1997
Fidelity Investments 1991 - 1994
State Street Bank 1988 - 1991
Skills
Solution Selling, Account Management, Sales, CRM, Strategy, Business Development, Sales Operations, Program Management, Project Management, B2B, Portfolio Management, Risk Management, Business Strategy, Business Planning, Financial Services, Human Resources, Investments, Outsourcing, Marketing Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
Masters, Business Administration
University of Maine 1983 — 1988
BA, Public Management, Economics
Surge Resources, Inc. August 2012 - Present
Home Path Financial, L.P. October 2009 - April 2011
IBM October 2006 - February 2009
Manning & Napier Advisors 2003 - 2006
Citizens Advisors 2000 - 2002
Scudder Investments 1997 - 2000
State Street Global Advisors 1994 - 1997
Fidelity Investments 1991 - 1994
State Street Bank 1988 - 1991
Skills
Solution Selling, Account Management, Sales, CRM, Strategy, Business Development, Sales Operations, Program Management, Project Management, B2B, Portfolio Management, Risk Management, Business Strategy, Business Planning, Financial Services, Human Resources, Investments, Outsourcing, Marketing Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
Masters, Business Administration
University of Maine 1983 — 1988
BA, Public Management, Economics
chris cuddy's Fidelity Investments Experience October 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity October 2004 - October 2014
Fidelity Investments February 2000 - October 2004
Skills
CRM, Investments, Mutual Funds, Financial Services, Fixed Income, Asset Allocation, Trading, Client Services, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA, Finance
University of Massachusetts, Amherst 1990 — 1994
BS
Fidelity Investments October 2014 - Present
Fidelity October 2004 - October 2014
Fidelity Investments February 2000 - October 2004
Skills
CRM, Investments, Mutual Funds, Financial Services, Fixed Income, Asset Allocation, Trading, Client Services, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA, Finance
University of Massachusetts, Amherst 1990 — 1994
BS
John Nderitu's Fidelity Investments Experience May 2008 - March 2009
Job Staff Vice President at Anthem, Inc.
Industry Hospital & Health Care
Experience
Anthem, Inc. January 2015 - Present
WellPoint November 2011 - January 2015
WellPoint February 2010 - October 2011
Asure Software November 2009 - February 2010
Fidelity Investments May 2008 - March 2009
Fidelity Investments January 2007 - May 2008
Fidelity Investments May 2005 - December 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2001 - 2004
Fidelity Investments 1998 - 2001
Skills
Process Improvement, Business Analysis, Business Process..., Cross-functional Team..., Leadership, Management, Strategic Planning, Program Management, Analysis, Vendor Management, Business Planning, Business Process..., Change Management, Forecasting, Process Management, Six Sigma, Talent Management, Operational Excellence
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts Boston
Bsc, Finance
Anthem, Inc. January 2015 - Present
WellPoint November 2011 - January 2015
WellPoint February 2010 - October 2011
Asure Software November 2009 - February 2010
Fidelity Investments May 2008 - March 2009
Fidelity Investments January 2007 - May 2008
Fidelity Investments May 2005 - December 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2001 - 2004
Fidelity Investments 1998 - 2001
Skills
Process Improvement, Business Analysis, Business Process..., Cross-functional Team..., Leadership, Management, Strategic Planning, Program Management, Analysis, Vendor Management, Business Planning, Business Process..., Change Management, Forecasting, Process Management, Six Sigma, Talent Management, Operational Excellence
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts Boston
Bsc, Finance
Steve Marchetti, MBA's Fidelity Investments Experience 2012 - 2014
Job Customer Engagement Specialist | Multi Channel App Conversion Project Lead | Seeking Web Experience Development Role
Industry Financial Services
Experience
ADP October 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2008 - 2012
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Cerida 2002 - 2003
Comcast 1997 - 2001
ZIPLINK, LLC 1996 - 1997
Skills
Salesforce.com, Account Management, Business Development, Strategic Planning, Internet, Trade Shows, Start-ups, Technology, Project Coordination, Problem Solving, Management, Market Research, Telecommunications, E-commerce, Customer Retention, Leadership, CRM, Financial Services, Social Networking, Analysis, Business Process..., Training, Process Improvement, Project Management, Social Media, Access, Relationship Management, Cold Calling, Team Leadership, Sales Process, Business Analysis, Project Planning, Human Resources, Competitive Analysis, Integrated Marketing, Team Management, Customer Satisfaction, Outsourcing, Cross-functional Team..., Retail, Databases, Online Marketing, Program Management, Vendor Management, Coaching, 401k, Consulting, Sales Management, Time Management, Data Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Business Administration and Management, General
Northeastern University
Certificate, Human Resources Management/Personnel Administration, General
University of Massachusetts Boston
B.S., Earth Sciences
Online Harvard Mentor Courses 2012 — 2012
eLearning Professional Development Courses, Business Administration and Management
FINRA - Investment Company Products/Variable Contracts Representative Examination
Series 6 Licensing, Investment Company Products/Variable Contracts Representative
FINRA - Uniform Securities Agent State Law Examination
Series 63 Licensing: Uniform Securities Agent State Law
Employer Sponsored Retirement Benefits Training 2004 — 2006
Internal Online (Level 1) and Classroom (Level II) Training Modules, Employer Sponsored Retirement Benefits Training
ADP October 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2008 - 2012
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Cerida 2002 - 2003
Comcast 1997 - 2001
ZIPLINK, LLC 1996 - 1997
Skills
Salesforce.com, Account Management, Business Development, Strategic Planning, Internet, Trade Shows, Start-ups, Technology, Project Coordination, Problem Solving, Management, Market Research, Telecommunications, E-commerce, Customer Retention, Leadership, CRM, Financial Services, Social Networking, Analysis, Business Process..., Training, Process Improvement, Project Management, Social Media, Access, Relationship Management, Cold Calling, Team Leadership, Sales Process, Business Analysis, Project Planning, Human Resources, Competitive Analysis, Integrated Marketing, Team Management, Customer Satisfaction, Outsourcing, Cross-functional Team..., Retail, Databases, Online Marketing, Program Management, Vendor Management, Coaching, 401k, Consulting, Sales Management, Time Management, Data Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Business Administration and Management, General
Northeastern University
Certificate, Human Resources Management/Personnel Administration, General
University of Massachusetts Boston
B.S., Earth Sciences
Online Harvard Mentor Courses 2012 — 2012
eLearning Professional Development Courses, Business Administration and Management
FINRA - Investment Company Products/Variable Contracts Representative Examination
Series 6 Licensing, Investment Company Products/Variable Contracts Representative
FINRA - Uniform Securities Agent State Law Examination
Series 63 Licensing: Uniform Securities Agent State Law
Employer Sponsored Retirement Benefits Training 2004 — 2006
Internal Online (Level 1) and Classroom (Level II) Training Modules, Employer Sponsored Retirement Benefits Training
Dan Frost, CFA's Fidelity Investments Experience March 2013 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Iron Mountain December 2008 - September 2011
Iron Mountain November 2006 - December 2008
Massachusetts Institute of Technology January 2004 - November 2006
Skills
Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Masters, Finance
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science, Finance & Management
Fidelity Investments March 2013 - Present
Iron Mountain December 2008 - September 2011
Iron Mountain November 2006 - December 2008
Massachusetts Institute of Technology January 2004 - November 2006
Skills
Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Masters, Finance
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science, Finance & Management
Caitlin Kane's Fidelity Investments Experience August 2010 - Present
Job Finance Director
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
EMC April 2008 - August 2010
JPMorgan Chase July 2005 - March 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Decision Support, Cost Management, Corporate Finance, Budgeting, Budget Forecasts, Forecasting, Financial Forecasting, Budgeting & Forecasting, Capital Budgeting, Finance, Business Analysis, Microsoft Excel, Financial Planning, Analysis, Budgets, Planning Budgeting &..., Intercompany Accounts, Strategic Technology..., Technology Planning, Strategic Initiatives, Key Performance..., Business Case
Education
Temple University - Fox School of Business and Management 2015 — 2018
Doctor of Business Administration (D.B.A.)
University of Massachusetts Boston 2006 — 2009
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Bachelor’s Degree, Management - Finance
Fidelity Investments August 2010 - Present
EMC April 2008 - August 2010
JPMorgan Chase July 2005 - March 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Decision Support, Cost Management, Corporate Finance, Budgeting, Budget Forecasts, Forecasting, Financial Forecasting, Budgeting & Forecasting, Capital Budgeting, Finance, Business Analysis, Microsoft Excel, Financial Planning, Analysis, Budgets, Planning Budgeting &..., Intercompany Accounts, Strategic Technology..., Technology Planning, Strategic Initiatives, Key Performance..., Business Case
Education
Temple University - Fox School of Business and Management 2015 — 2018
Doctor of Business Administration (D.B.A.)
University of Massachusetts Boston 2006 — 2009
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Bachelor’s Degree, Management - Finance
Beth Webster's Fidelity Investments Experience 1992 - 2008
Job EVP Human Resources at TD Bank, America's Most Convenient Bank
Industry Financial Services
Experience
TD Bank, America's Most Convenient Bank September 2015 - Present
Citi July 2008 - 2015
Fidelity Investments 1992 - 2008
Fidelity 1992 - 2008
Harbridge House 1980 - 1992
Skills
Succession Planning, Organizational..., Organizational Design, Talent Management, Leadership Development, Executive Coaching, Organizational..., Employee Engagement, Change Management, Performance Management, Employee Relations, Management Consulting, Mortgage Banking, Business Strategy, Strategy, Workforce Planning, Human Resources, Leadership, Training, Strategic Planning, Program Management, Mergers & Acquisitions, Management, Executive Management, Coaching, Investments, Start-ups
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1980
MBA, marketing
University of Massachusetts Lowell 1970 — 1974
BS, Education
TD Bank, America's Most Convenient Bank September 2015 - Present
Citi July 2008 - 2015
Fidelity Investments 1992 - 2008
Fidelity 1992 - 2008
Harbridge House 1980 - 1992
Skills
Succession Planning, Organizational..., Organizational Design, Talent Management, Leadership Development, Executive Coaching, Organizational..., Employee Engagement, Change Management, Performance Management, Employee Relations, Management Consulting, Mortgage Banking, Business Strategy, Strategy, Workforce Planning, Human Resources, Leadership, Training, Strategic Planning, Program Management, Mergers & Acquisitions, Management, Executive Management, Coaching, Investments, Start-ups
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1980
MBA, marketing
University of Massachusetts Lowell 1970 — 1974
BS, Education
David Ranney's Fidelity Investments Experience January 2006 - Present
Job Vice President, Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
Fidelity Investments 2002 - 2005
Fidelity Investments 1998 - 2002
Skills
Series 7, Retirement, Series 6, Investments, 401k, Series 63, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Finance, Marketing
College of the Holy Cross 1988 — 1991
Bachelor of Arts (BA), Economics
Fidelity Investments January 2006 - Present
Fidelity Investments 2002 - 2005
Fidelity Investments 1998 - 2002
Skills
Series 7, Retirement, Series 6, Investments, 401k, Series 63, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Finance, Marketing
College of the Holy Cross 1988 — 1991
Bachelor of Arts (BA), Economics
David Bagnani's Fidelity Investments Experience 1994 - Present
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 1994 - Present
Coopers & Lybrand Consulting 1989 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1989
MBA
Santa Clara University
Fidelity Investments 1994 - Present
Coopers & Lybrand Consulting 1989 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1989
MBA
Santa Clara University
KaraRose Gotta's Fidelity Investments Experience October 2006 - 2009
Job Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2006 - 2009
New York Life 2003 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management
pursuing a MBA
State University of New York College at Geneseo
BA, Communications/PR
University of Massachusetts Lowell
Pursuing Certification in Web Design
Fidelity Investments October 2006 - 2009
New York Life 2003 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management
pursuing a MBA
State University of New York College at Geneseo
BA, Communications/PR
University of Massachusetts Lowell
Pursuing Certification in Web Design
Chuck Stolfa's Fidelity Investments Experience 1996 - 1998
Job Vice President, Client Relations at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors February 2004 - Present
Digitas 1998 - 2004
Fidelity Investments 1996 - 1998
Skills
Marketing Strategy, Series 7, Competitive Analysis, Investments, Asset Allocation, Mutual Funds, Direct Marketing, Strategic Planning, Portfolio Management, Financial Services, Integrated Marketing, Marketing Communications
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA, Marketing
Saint Anselm College 1987 — 1991
BA, Financial Economics
Wasatch Advisors February 2004 - Present
Digitas 1998 - 2004
Fidelity Investments 1996 - 1998
Skills
Marketing Strategy, Series 7, Competitive Analysis, Investments, Asset Allocation, Mutual Funds, Direct Marketing, Strategic Planning, Portfolio Management, Financial Services, Integrated Marketing, Marketing Communications
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA, Marketing
Saint Anselm College 1987 — 1991
BA, Financial Economics
Jim Polechronis's Fidelity Investments Experience June 2006 - April 2014
Job Senior Business Support Analyst at The Baupost Group
Industry Financial Services
Experience
The Baupost Group May 2014 - Present
Fidelity Investments June 2006 - April 2014
IGEFI 2005 - 2006
State Street Bank & Trust 1995 - 1999
Skills
Websphere, Requirements Analysis, Business Analysis, Requirements Gathering, Operating Systems, Systems Analysis, System Design, Quality Assurance, Project Planning, Mutual Funds, SDLC, Software Project..., Business Requirements, Vendor Management, Financial Services, Process Improvement
Education
Boston College - Carroll School of Management 1996 — 1999
Bachelor of Science, Finance
The Baupost Group May 2014 - Present
Fidelity Investments June 2006 - April 2014
IGEFI 2005 - 2006
State Street Bank & Trust 1995 - 1999
Skills
Websphere, Requirements Analysis, Business Analysis, Requirements Gathering, Operating Systems, Systems Analysis, System Design, Quality Assurance, Project Planning, Mutual Funds, SDLC, Software Project..., Business Requirements, Vendor Management, Financial Services, Process Improvement
Education
Boston College - Carroll School of Management 1996 — 1999
Bachelor of Science, Finance
Andrew Quint's Fidelity Investments Experience September 1992 - June 2004
Job Power Analyst
Industry Utilities
Experience
Green Mountain Power July 2004 - Present
Fidelity Investments September 1992 - June 2004
Skills
Financial Modeling, Business Intelligence, Business Analysis, Access, Microsoft Office, Finance, Financial Analysis, Process Improvement, Financial Reporting, Risk Management, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA/MSF
Southern Methodist University - Cox School of Business 1981 — 1985
BBA, Accounting
Green Mountain Power July 2004 - Present
Fidelity Investments September 1992 - June 2004
Skills
Financial Modeling, Business Intelligence, Business Analysis, Access, Microsoft Office, Finance, Financial Analysis, Process Improvement, Financial Reporting, Risk Management, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA/MSF
Southern Methodist University - Cox School of Business 1981 — 1985
BBA, Accounting
Andrew Czachorowski's Fidelity Investments Experience 2005 - 2005
Job IT Compliance Manager at The TJX Companies, Inc.
Industry Accounting
Experience
The TJX Companies, Inc. February 2013 - Present
The TJX Companies, Inc. July 2009 - February 2013
PricewaterhouseCoopers July 2006 - July 2009
Fidelity Investments 2005 - 2005
Skills
Sarbanes-Oxley Act, Information Technology..., Data Privacy, Enterprise Risk..., Financial Statement..., System Development Life..., Financial Reporting, COSO, IT General Controls, Service Provider..., Governance Risk and..., Audit System..., Internal Controls, Oracle R12 Financials, Distribution Center..., Oracle GRC, PCI DSS, CPA, CISA, SSAE 16, SAS70, US GAAP, COBIT, Security Audits, Big 4
Education
Boston College - Carroll School of Management 2003 — 2006
BS, Accounting and Finance
Fordham University 2002 — 2004
The TJX Companies, Inc. February 2013 - Present
The TJX Companies, Inc. July 2009 - February 2013
PricewaterhouseCoopers July 2006 - July 2009
Fidelity Investments 2005 - 2005
Skills
Sarbanes-Oxley Act, Information Technology..., Data Privacy, Enterprise Risk..., Financial Statement..., System Development Life..., Financial Reporting, COSO, IT General Controls, Service Provider..., Governance Risk and..., Audit System..., Internal Controls, Oracle R12 Financials, Distribution Center..., Oracle GRC, PCI DSS, CPA, CISA, SSAE 16, SAS70, US GAAP, COBIT, Security Audits, Big 4
Education
Boston College - Carroll School of Management 2003 — 2006
BS, Accounting and Finance
Fordham University 2002 — 2004
Sharon (Sadlon) Ross's Fidelity Investments Experience 2009 - 2013
Job Senior Financial Analyst with proven skills in analysis, forecasting and annual planning.
Industry Financial Services
Experience
Seeking New Opportunity 2014 - Present
Cub Scouts, Girl Scouts, Burke-Memorial School 2013 - 2014
Fidelity Investments 2009 - 2013
Fidelity Investments 2005 - 2008
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Skills
Financial Analysis, Expense Management, Forecasting, Budgeting, Annual Planning, Financial Metrics, Strategic Initiatives, Financial Reporting, Risk Management, Business Partner Support, Financial Modeling, Presentation Development, Business Analysis, Collaborative Problem..., Cross Functional..., Reorganisation, Process Improvement, Data Analysis, Operational Analysis, Mentoring, Technical Training, Microsoft Excel, PowerPoint, Defined Contribution, Defined Benefit, 401k, 403 b, Non-profit Volunteer
Education
Boston College - Wallace E. Carroll Graduate School of Management
Graduate Coursework in Business Administration
University of Connecticut
Bachelor of Science (BS), Finance
Seeking New Opportunity 2014 - Present
Cub Scouts, Girl Scouts, Burke-Memorial School 2013 - 2014
Fidelity Investments 2009 - 2013
Fidelity Investments 2005 - 2008
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Skills
Financial Analysis, Expense Management, Forecasting, Budgeting, Annual Planning, Financial Metrics, Strategic Initiatives, Financial Reporting, Risk Management, Business Partner Support, Financial Modeling, Presentation Development, Business Analysis, Collaborative Problem..., Cross Functional..., Reorganisation, Process Improvement, Data Analysis, Operational Analysis, Mentoring, Technical Training, Microsoft Excel, PowerPoint, Defined Contribution, Defined Benefit, 401k, 403 b, Non-profit Volunteer
Education
Boston College - Wallace E. Carroll Graduate School of Management
Graduate Coursework in Business Administration
University of Connecticut
Bachelor of Science (BS), Finance
Daren Delaney's Fidelity Investments Experience June 2010 - July 2011
Job Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank July 2011 - Present
Fidelity Investments June 2010 - July 2011
Fidelity Investments April 2007 - June 2010
Fidelity Investments May 2005 - April 2007
Fidelity Investments September 1997 - May 2005
Skills
Finance Operations, Project Management, CRM, Finance, Analysis, Financial Analysis, Risk Management, Leadership, Change Management, Process Improvement, Corporate Finance, Business Analysis, Strategy, Business Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
Masters, Finance
Boston College - Carroll School of Management 1985 — 1989
B.S., Finance
State Street Bank July 2011 - Present
Fidelity Investments June 2010 - July 2011
Fidelity Investments April 2007 - June 2010
Fidelity Investments May 2005 - April 2007
Fidelity Investments September 1997 - May 2005
Skills
Finance Operations, Project Management, CRM, Finance, Analysis, Financial Analysis, Risk Management, Leadership, Change Management, Process Improvement, Corporate Finance, Business Analysis, Strategy, Business Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
Masters, Finance
Boston College - Carroll School of Management 1985 — 1989
B.S., Finance
Daniel Winschuh's Fidelity Investments Experience 1987 - 1994
Job Managing Director at Parkwood Development
Industry Real Estate
Experience
Parkwood Development, LLC March 2010 - Present
Gemstone Property Group LLC January 2006 - February 2010
Pitcairn Properties May 1999 - December 2005
Winschuh Consulting March 1996 - May 1999
ABN AMRO MeesPierson February 1994 - March 1996
Fidelity Investments 1987 - 1994
EY August 1984 - May 1987
Skills
Real Estate Transactions, Leases, Asset Management, Real Estate Development, LEED, Real Estate Economics, Real Estate, Disposition, Real Estate Financing, Commercial Real Estate, Investment Properties, Strategic Planning, Due Diligence
Education
Boston College - Carroll School of Management 1988 — 1990
Master of Science in Finance
Bryant University 1980 — 1984
Bachelor of Science (B.S.), Business Admininstration/Accounting
Parkwood Development, LLC March 2010 - Present
Gemstone Property Group LLC January 2006 - February 2010
Pitcairn Properties May 1999 - December 2005
Winschuh Consulting March 1996 - May 1999
ABN AMRO MeesPierson February 1994 - March 1996
Fidelity Investments 1987 - 1994
EY August 1984 - May 1987
Skills
Real Estate Transactions, Leases, Asset Management, Real Estate Development, LEED, Real Estate Economics, Real Estate, Disposition, Real Estate Financing, Commercial Real Estate, Investment Properties, Strategic Planning, Due Diligence
Education
Boston College - Carroll School of Management 1988 — 1990
Master of Science in Finance
Bryant University 1980 — 1984
Bachelor of Science (B.S.), Business Admininstration/Accounting
Christine Evitts's Fidelity Investments Experience 1995 - 2001
Job Insurance Specialist at MSW Financial Partners
Industry Insurance
Experience
MSW Financial Partners January 2005 - Present
Fidelity 1995 - 2001
Fidelity Investments 1995 - 2001
Skills
Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MSF, Finance
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (BBA), Finance
MSW Financial Partners January 2005 - Present
Fidelity 1995 - 2001
Fidelity Investments 1995 - 2001
Skills
Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MSF, Finance
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Christy Curran's Fidelity Investments Experience January 1999 - January 2003
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Heritage Construction and Development June 2003 - October 2010
Fidelity Investments January 1999 - January 2003
Fidelity Capital Markets January 1997 - January 1999
Fidelity Capital Markets January 1995 - January 1997
Fidelity Capital Markets January 1988 - January 1995
Fidelity Capital Markets January 1986 - January 1988
Fidelity Capital Markets January 1985 - January 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Accounting, Marketing
McGill University
Bachelor of Arts, English Literature
CARROLL GRADUATE SCHOOL OF BUSINESS AT BOSTON COLLEGE
Master of Business Administration (MBA)
Ameriprise Financial June 2010 - Present
Heritage Construction and Development June 2003 - October 2010
Fidelity Investments January 1999 - January 2003
Fidelity Capital Markets January 1997 - January 1999
Fidelity Capital Markets January 1995 - January 1997
Fidelity Capital Markets January 1988 - January 1995
Fidelity Capital Markets January 1986 - January 1988
Fidelity Capital Markets January 1985 - January 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Accounting, Marketing
McGill University
Bachelor of Arts, English Literature
CARROLL GRADUATE SCHOOL OF BUSINESS AT BOSTON COLLEGE
Master of Business Administration (MBA)
Christopher Getter's Fidelity Investments Experience 1996 - 2008
Job Executive Vice President at PIMCO
Industry Investment Management
Experience
PIMCO October 2008 - Present
Fidelity Investments 1996 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Canisius College 1990 — 1994
PIMCO October 2008 - Present
Fidelity Investments 1996 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Canisius College 1990 — 1994
Ann Lynne Kotfica's Fidelity Investments Experience May 1987 - August 1990
Job ERISA Analyst at ING
Industry Financial Services
Experience
ING Institutional Plan Services, LLC February 2013 - Present
Wellesley College October 2004 - July 2008
Fleet Bank December 1998 - July 2001
Fleet Bank August 1997 - December 1998
State Street October 1995 - August 1997
State Street October 1990 - October 1995
Fidelity Investments May 1987 - August 1990
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1996
MBA, Finance, Accounting
Pennsylvania State University 1981 — 1985
BS, Marketing, Economics
ING Institutional Plan Services, LLC February 2013 - Present
Wellesley College October 2004 - July 2008
Fleet Bank December 1998 - July 2001
Fleet Bank August 1997 - December 1998
State Street October 1995 - August 1997
State Street October 1990 - October 1995
Fidelity Investments May 1987 - August 1990
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1996
MBA, Finance, Accounting
Pennsylvania State University 1981 — 1985
BS, Marketing, Economics
Daniel Shield's Fidelity Investments Experience March 2006 - July 2007
Job Vice President, Investment Operations at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors April 2011 - Present
Geode Capital Management July 2007 - April 2011
Fidelity Investments March 2006 - July 2007
Fidelity Investments March 2003 - March 2006
Fidelity Investments May 1999 - March 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
University of Vermont 1993 — 1997
BS
Loomis Chaffee School 1991 — 1993
Pyramis Global Advisors April 2011 - Present
Geode Capital Management July 2007 - April 2011
Fidelity Investments March 2006 - July 2007
Fidelity Investments March 2003 - March 2006
Fidelity Investments May 1999 - March 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
University of Vermont 1993 — 1997
BS
Loomis Chaffee School 1991 — 1993
Bert Tsang's Fidelity Investments Experience February 2000 - February 2005
Job Consultant | Business Analyst | Business Systems Analyst | Quality Assurance
Industry Financial Services
Experience
John Hancock Financial Services November 2013 - Present
Liberty Mutual Group January 2012 - January 2013
State Street Corporation March 2011 - December 2011
State Street Global Advisors September 2009 - April 2010
Wellington Management Company October 2005 - January 2009
State Street Bank April 2005 - September 2005
Fidelity Investments February 2000 - February 2005
State Street Bank August 1997 - January 2000
Mellon Trust / The Boston Company 1994 - 1997
Fidelity Investments 1988 - 1993
Skills
Quality Assurance, Budgets, Testing, Business Analysis, User Acceptance Testing
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Financial Management Services
University of Massachusetts at Lowell
Certificate in Website Design and Development, Web Page, Digital/Multimedia and Information Resources Design
John Hancock Financial Services November 2013 - Present
Liberty Mutual Group January 2012 - January 2013
State Street Corporation March 2011 - December 2011
State Street Global Advisors September 2009 - April 2010
Wellington Management Company October 2005 - January 2009
State Street Bank April 2005 - September 2005
Fidelity Investments February 2000 - February 2005
State Street Bank August 1997 - January 2000
Mellon Trust / The Boston Company 1994 - 1997
Fidelity Investments 1988 - 1993
Skills
Quality Assurance, Budgets, Testing, Business Analysis, User Acceptance Testing
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Financial Management Services
University of Massachusetts at Lowell
Certificate in Website Design and Development, Web Page, Digital/Multimedia and Information Resources Design
Carolyn Aeschliman's Fidelity Investments Experience 1995 - 1998
Job Former Marketing Professional
Industry Marketing and Advertising
Experience
CMAC Studios 2007 - 2012
Wellington Management 1998 - 2001
Fidelity Investments 1995 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Marketing
Providence College
Bachelor of Arts (BA), American Studies
University of Massachusetts Boston
Master of Education (MEd), Elementary Education and Teaching
CMAC Studios 2007 - 2012
Wellington Management 1998 - 2001
Fidelity Investments 1995 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Marketing
Providence College
Bachelor of Arts (BA), American Studies
University of Massachusetts Boston
Master of Education (MEd), Elementary Education and Teaching
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank