Fidelity Investments

Industry: Financial services company

Description

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

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Natalia Glekel, CFA Natalia Glekel, CFA Greater Boston Area Details
Natalia Glekel, CFA's Fidelity Investments Experience June 2009 - November 2010
Job Credit Analyst at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments  April 2013 - Present
Lee Munder Capital Group  December 2010 - March 2013
Fidelity Investments   June 2009 - November 2010
Wilmington trust  2009 - 2009
Eaton Vance  January 2007 - December 2008

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2009
MSF, Finance

Suffolk University

Women in Business Conference @ HBS

John Eisinger John Eisinger Denver, Colorado Details
John Eisinger's Fidelity Investments Experience 1998 - 1999
Job Managing Director, Investments at Arrowpoint Partners
Industry Financial Services
Experience
Arrowpoint Partners  November 2013 - Present
Elevation-AM   January 2013 - November 2013
Janus Capital Group  January 2008 - August 2012
Janus Capital Group  January 2008 - August 2012
Janus Capital Group  March 2003 - December 2007
Bowman Capital  1999 - 2002
Fidelity Investments   1998 - 1999

Skills
Equity Research, Alternative Investments, Equities, Hedge Funds, Asset Management, Mutual Funds, Asset Allocation, Investments, Bloomberg, Investment Management, Fixed Income, Portfolio Management, Equity Valuation, Investment Strategies, Valuation, Financial Modeling, Emerging Markets, Wealth Management

Education
Boston College - Carroll School of Management   1995 — 1998
Bachelor of Science (B.S.), Finance, General, Summa cum laude

The Hong Kong University of Science and Technology

Joshua Schopf Joshua Schopf New York, New York Details
Joshua Schopf's Fidelity Investments Experience May 2008 - June 2011
Job Manager Advisory Services at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young  July 2011 - Present
Fidelity Investments   May 2008 - June 2011
Morgan Keegan  December 2007 - May 2008
Guardian Industries  February 2005 - January 2007

Skills
Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Management Consulting, Access, Excel, Business Strategy, Budgeting, PowerPoint, Benchmarking, Change Management, Budgets, Leadership, Data Analysis, Management, Microsoft Excel, SAP, Project Management, Analysis, Strategic Planning, Financial Reporting, Banking, Business Process..., Risk Management, Corporate Finance, Accounting, Business Analysis, Finance, Strategic Financial...

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA, Finance & Asset Management

Karen Manna Karen Manna Greater Pittsburgh Area Details
Karen Manna's Fidelity Investments Experience March 2001 - July 2004
Job Senior Investment Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors  January 2014 - Present
Federated Investors  July 2007 - December 2013
Federated Investors  March 2006 - July 2007
Federated Investors  August 2004 - March 2006
Fidelity Investments   March 2001 - July 2004
Meditrust Corporation   October 1997 - December 2000
Osram Sylvania  June 1995 - October 1997

Skills
Financial Markets, Money Market, Fixed Income, Portfolio Management, Asset Management, Bloomberg, Investment Strategies, Finance, Equities, Alternative Investments, Investments, Mutual Funds

Education
Boston College - Carroll School of Management   2000 — 2003
M.B.A., Finance

The Pennsylvania State University   1991 — 1995
B.S., Economics and International Business

Erica Ritchie Erica Ritchie New York, New York Details
Erica Ritchie's Fidelity Investments Experience August 2000 - August 2001
Job Partner, Recruiting
Industry Staffing and Recruiting
Experience
SilverChair Partners   January 2013 - Present
Glocap Search  June 2010 - December 2012
Aristeia Capital  November 2004 - February 2009
Primedia  2003 - 2004
Sidley Austin  September 2001 - June 2003
Fidelity Investments   August 2000 - August 2001
Mellon Financial  July 1996 - August 2000

Skills
Mergers, Recruiting, Talent Management, Employee Relations, Strategy, Employee Benefits, Mergers & Acquisitions, Due Diligence, Management, Deferred Compensation, Hedge Funds, Human Resources, Leadership, Payroll, Asset Managment, Analysis, Finance, Personnel Management, Talent Acquisition, Asset Management, Strategic Planning, Business Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   1992 — 1996
BS, Finance

Eric Matson Eric Matson Greater Boston Area Details
Eric Matson's Fidelity Investments Experience September 2008 - December 2009
Job Senior Finance Manager at Philips Healthcare
Industry Medical Devices
Experience
Philips Healthcare  December 2009 - Present
Fidelity Investments   September 2008 - December 2009
PerkinElmer  May 2007 - April 2008
Procter & Gamble  March 2000 - April 2007
General Electric  February 1998 - February 2000

Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Forecasting, Corporate Finance, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Lean Manufacturing, Finance, Analysis, Managerial Finance, US GAAP, Budgets, Financial Audits, Financial Planning, Consolidation, Hyperion, Cost Accounting, Financial Forecasting, Cross-functional Team..., Six Sigma, Hyperion Enterprise, Lean Management, Lean Tools

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Information Technology

Boston University
BS, Finance

Jennifer Harkins Jennifer Harkins Greater Boston Area Details
Jennifer Harkins's Fidelity Investments Experience January 2005 - June 2006
Job Vice President, Consumer Product Management at Santander Bank USA
Industry Banking
Experience
Santander Bank USA   November 2008 - Present
Fidelity Personal Investments   June 2006 - November 2008
Fidelity Investments   January 2005 - June 2006
FleetBoston Financial  June 2002 - May 2004
FleetBoston Financial  April 1998 - May 2002

Skills
Strategy, Product Management, Leadership, Portfolio Management, Marketing Strategy, Marketing, Management, Program Management, Forecasting, Product Development, Segmentation, Loans, Business Strategy, Mergers & Acquisitions, Retail, Change Management, Competitive Analysis, Training, Banking, Analytics

Education
Boston College - Wallace E. Carroll Graduate School of Management   1993 — 1996
MBA, Marketing and Finance

Cornell University   1985 — 1989
Bachelor of Science, Meteorology

Michelle Clark Michelle Clark Greater Boston Area Details
Michelle Clark's Fidelity Investments Experience January 2013 - Present
Job Principal Software Engineer/Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
Fidelity Investments   February 2008 - January 2013
Fidelity Investments   December 2006 - February 2008
Fidelity Investments   September 2004 - December 2006

Skills
Oracle, Agile Methodologies, SDLC, SQL, Requirements Analysis, Business Analysis, Requirements Gathering, Spring, Visio, Software Project..., Systems Analysis, Microsoft SQL Server, Software Development, Java, XML, Data Warehousing, Scrum, Spring Framework

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2012
MBA, Business Administration

Boston University   2001 — 2005
BA/MA, Computer Science

Jay Megaro Jay Megaro Greater Boston Area Details
Jay Megaro's Fidelity Investments Experience March 2015 - Present
Job Digital Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   February 2012 - Present

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2016
Master's Degree

Boston College - Wallace E. Carroll Graduate School of Management   2013 — 2016
Master of Business Administration (M.B.A.)

Bryant University   2012 — 2012
Master of Business Administration (M.B.A.)

Bryant University   2007 — 2011
Bachelor of Science in Business Administration

Algonquin Regional High School   2003 — 2007

Greg Patch Greg Patch Greater Boston Area Details
Greg Patch's Fidelity Investments Experience July 2014 - Present
Job Director, Executive Communications at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   June 2013 - July 2014
EMC  October 2010 - August 2012
EMC  January 2008 - October 2010
EMC  June 2006 - December 2007

Skills
Marketing Strategy, Strategy, Product Marketing, Analytics, Go-to-market Strategy, Market Research, Sales Enablement, Cross-functional Team..., Competitive Intelligence, Business Analysis, Project Management, Strategic Planning, Business Strategy, Data Analysis, Cloud Computing, New Business Development, Strategic Communications, Ghostwriting, Executive...

Education
Boston College - Carroll School of Management   2012 — 2014
Master of Business Administration (MBA)

Colby College   2002 — 2006
B.A., English

Belmont Hill School   1998 — 2002

Jonathan Medeiros Jonathan Medeiros Greater Boston Area Details
Jonathan Medeiros's Fidelity Investments Experience August 2015 - Present
Job Financial Analyst V at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   November 2014 - July 2015
Fidelity Investments   July 2013 - October 2014
Fidelity Investments   September 2011 - June 2013
McGladrey  October 2009 - August 2011

Skills
Financial Reporting, Accounting, Financial Statements, Essbase, Financial Analysis, Auditing, Microsoft Excel, Leadership, Cash Flow, Consolidation, Oracle General Ledger, Oracle Discoverer, Board Leadership, Non-profits, Audit, GAAP, Financial Accounting, Corporate Finance, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2015
Master of Business Administration (MBA)

College of the Holy Cross   2005 — 2009
Bachelor of Arts, Accounting

John Mannino John Mannino Greater New York City Area Details
John Mannino's Fidelity Investments Experience 1993 - 1997
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  March 1999 - Present
Cantor Fitzgerald  1997 - 1999
Fidelity Investments   1993 - 1997

Skills
Fixed Income, Capital Markets, Equities, Investment Banking, Derivatives, Risk Management, Valuation, Hedge Funds, Trading Systems, Financial Risk

Education
Boston College - Carroll School of Management
MBA, Finance

New York University - Leonard N. Stern School of Business
MBA, Finance

Penn State University
BS, Accounting

Lindsay (Michaels) Peters Lindsay (Michaels) Peters Boston, Massachusetts Details
Lindsay (Michaels) Peters's Fidelity Investments Experience July 2011 - Present
Job Director, Finance
Industry Financial Services
Experience
Fidelity Investments   July 2011 - Present
Fidelity Investments   June 2009 - June 2011
Weber Shandwick  May 2003 - August 2007

Skills
Financial Analysis, Financial Modeling

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance

Connecticut College
Bachelor of Arts (B.A.), Economics

Kevin Zina Kevin Zina Greater Boston Area Details
Kevin Zina's Fidelity Investments Experience October 2014 - Present
Job Sr. Director, Client Integration at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present
Fidelity Investments   January 2007 - Present
National Financial  2001 - 2008
National Financial  February 2003 - January 2007
National Financial  June 2001 - February 2003

Skills
Financial Services, Project Management, Program Management, Business Analysis, Process Improvement, Risk Management, Vendor Management, Analysis, Business Process..., PMO, Mutual Funds, Equities, Fixed Income

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2011
MSF, Masters of Science Finance

Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2010
MBA, Masters, Business Administration

Saint Michael's College   1997 — 2001
Bachelor, Business Administration

Matthew Mitsis Matthew Mitsis Greater Boston Area Details
Matthew Mitsis's Fidelity Investments Experience January 2014 - Present
Job Investment Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   March 2011 - December 2013
Fidelity Investments   November 2008 - March 2011
Fidelilty Investments   June 2005 - November 2008

Skills
Investments, Mutual Funds, Equities, Bloomberg, Fixed Income, Asset Allocation, Asset Management, Financial Modeling, Portfolio Management, Alternative Investments, Securities, Valuation, Series 7, Financial Analysis, Hedge Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2014
Master of Business Administration (M.B.A.)

Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2014
Master of Science in Finance (MSF)

University of Massachusetts, Amherst   2001 — 2005
BA, Economics (Honors)

Harry Wellott Harry Wellott Greater Boston Area Details
Harry Wellott's Fidelity Investments Experience July 2008 - April 2010
Job Data Driven Integrated Marketing * Customer Acquisition & Retention * Client Relationships and Growth
Industry Marketing and Advertising
Experience
SIGMA Marketing Insights  2010 - 2014
Fidelity Investments   July 2008 - April 2010
Iron Mountain  August 2007 - July 2008
Fleet/BOA MergerBANK OF AMERICA (formerly FLEETBOSTON FINANCIAL CORPORATION)   September 2000 - February 2007
Fleet Bank  September 2000 - July 2004
Vantage Travel   November 1999 - September 2000
Mullen  August 1995 - October 1999

Skills
Customer Acquisition, Direct Marketing, Customer Relations, Analytics, Direct Mail, Integrated Marketing, Marketing, Strategy, Database Marketing, Lead Generation, Advertising, Email Marketing, Leadership, Interactive Marketing, Start-ups, Marketing Research, CRM, Multi-channel Marketing, Online Marketing, Digital Marketing, Marketing Strategy, Marketing Communications, Segmentation

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Marketing

Ithaca College
Bachelor of Arts (B.A.)

Frank Fulhan Frank Fulhan Greater Boston Area Details
Frank Fulhan's Fidelity Investments Experience 2005 - 2007
Job Finance Director at Jones Lang LaSalle
Industry Financial Services
Experience
Jones Lang LaSalle  January 2013 - Present
Wellington Management  May 2007 - January 2013
Fidelity Investments   2005 - 2007
NATIXIS Global Asset Management  2001 - 2004

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)

University of Maine
BS, Business Administration

John Wildfire John Wildfire Boston, Massachusetts Details
John Wildfire's Fidelity Investments Experience November 2013 - May 2015
Job Sales Manager & Account Executive With Over 15 Years of Experience in the Financial Services Industry
Industry Financial Services
Experience
Brighton House Associates  June 2015 - Present
Fidelity Investments   November 2013 - May 2015
Fidelity Investments   February 2006 - November 2013
Fidelity Investments   March 2005 - January 2006
Putnam Investments  April 2003 - November 2004
Putnam Investments  August 2000 - April 2003
Putnam Investments  January 2000 - August 2000

Skills
Sales Management, Registered Investment..., Series 24, Series 7, Series 63, Series 51, Business Consulting, Business Development, Practice Managemet, Inside Sales, 401k, Mutual Funds, Retirement, Rollovers, Sales

Education
Boston College - Carroll School of Management   1995 — 1999
Bachelor of Science (BS), Marketing and Information Systems

Joe Langenfeld, CPA, CISA, CIA Joe Langenfeld, CPA, CISA, CIA Greater Boston Area Details
Joe Langenfeld, CPA, CISA, CIA's Fidelity Investments Experience 1994 - 2004
Job Senior Audit Manager at Staples
Industry Retail
Experience
Staples  February 2004 - Present
New England CAE roundtable   2014 - 2014
Fidelity Investments   1994 - 2004
Harcourt General  1988 - 1994
Ernst & Young  July 1985 - July 1988

Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, IT Audit, Financial Analysis, Financial Reporting, Financial Accounting, Sarbanes-Oxley, Forecasting, Process Improvement, Financial Audits, Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1995
MBA, Business

Northeastern University   1980 — 1985
Bacelors, Accounting

NCC   1975 — 1979
High School, College Prep

Kathy Pagones O'Neill Kathy Pagones O'Neill Greater Boston Area Details
Kathy Pagones O'Neill's Fidelity Investments Experience 2004 - 2005
Job KPO Consulting LLC Comprehensive Project Management Consulting
Industry Management Consulting
Experience
KPO Consulting LLC   January 2011 - Present
Massachusetts Institute of Technology  2009 - 2010
Massachusetts Institute of Technology  2005 - 2009
Fidelity Investments   2004 - 2005
Independent Consultant  2002 - 2004
Fidelity Investments   1999 - 2001
Harvard University  1997 - 1999
Sybase  1996 - 1996
Fidelity Investments   1994 - 1996
Fidelity Investments   1993 - 1994

Skills
Program Management, Strategic Planning, Change Management, Customer Relations, Project Planning, Management Consulting, PMP, SDLC, PMO, Cross-functional Team..., Project Portfolio..., Problem Solving

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

University of Massachusetts, Amherst
BA, Sociology

Joslin DiBiase Joslin DiBiase Providence, Rhode Island Area Details
Joslin DiBiase's Fidelity Investments Experience October 2012 - Present
Job Senior Accountant at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments   October 2012 - Present
Ernst & Young  September 2011 - November 2012
Ernst & Young  July 2009 - August 2009

Skills
US GAAP, GAAP

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2011
MSA, Accounting

University of Rhode Island - College of Business Administration   2006 — 2010
BS, Accounting

Glenn Kasses Glenn Kasses Orange County, California Area Details
Glenn Kasses's Fidelity Investments Experience March 2012 - Present
Job Director, Retirement Guidance Products at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2012 - Present
Fidelity Investments   December 2010 - March 2012
Fidelity Investments   June 2009 - January 2011
Boston College  September 2007 - May 2009
Fidelity Investments   June 2008 - August 2008
The Spokesman-Review  July 2004 - June 2007
St. Louis Post-Dispatch  July 2003 - December 2003
Sports Illustrated  2002 - 2002

Skills
Product Development, Product Management, Management Consulting, Client Relationship..., Presenter, Digital Product..., Mergers, Writing, Event Management, CRM, Project Planning, Market Research, Finance, Competitive Analysis, Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
MBA, Competitive Service Delivery, 3.82/4.00

Northwestern University   1999 — 2003
B.S., Journalism

Gerald O'Shea, Jr. Gerald O'Shea, Jr. Greater Boston Area Details
Gerald O'Shea, Jr.'s Fidelity Investments Experience September 2011 - Present
Job Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   September 2011 - Present
Batterymarch Financial Management  January 2008 - August 2011
U.S. House of Representatives   January 2003 - December 2005
United States Senate  December 2000 - December 2002

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2007
MBA

James Madison University   1996 — 2000
BA

Jason Dickson Jason Dickson Dallas/Fort Worth Area Details
Jason Dickson's Fidelity Investments Experience 2003 - 2004
Job Director of Site Optimization & Standards at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide  December 2013 - Present
CheapCaribbean.com  December 2012 - December 2013
Expedia  2009 - December 2012
Hotels.com  2007 - 2009
Hotels.com  2005 - 2007
Milliman  2004 - 2005
Fidelity Investments   2003 - 2004

Skills
Omniture, Tealeaf, SiteSpect MVT, Product Management, Program Management, MVT, ecommerce, Online Travel, Web Analytics, User Experience, Analytics, SEO, E-commerce, Analysis, A/B testing, Multivariate Testing, Online Marketing, Mobile Devices, Affiliate Marketing, Online Advertising, Content Management, Conversion Optimization, Google Analytics, SEM, Digital Marketing, Google Adwords, Landing Page..., PPC, E-business, Strategic Partnerships, Organic Search, Mobile Marketing, Optimization, Search Advertising, Marketing, Tableau, Digital Strategy, Usability, Cross-functional Team..., Database Marketing, Competitive Analysis, Information Architecture

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2003
MBA, Information Systems

University of North Texas   1993 — 1998
BBA, Finance

Jim Carberry Jim Carberry Cincinnati Area Details
Jim Carberry's Fidelity Investments Experience November 2010 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2010 - Present
Fidelity Investments   January 1999 - October 2010
BankBoston  May 1995 - December 1998
BayBank  October 1979 - April 1995

Skills
Consulting, Social Influence, 401k, Defined Benefit, Pensions, Retirement, Series 7, Series 63, Relationship Management, Financial Services, Mutual Funds, Asset Allocation, Process Improvement, Employee Benefits, Retirement Planning, Leadership

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2004
MBA, Business Administration, Management and Operations

Stonehill College   1992 — 1998
BA, Criminal Justice

Mathieu Frechette Mathieu Frechette San Francisco, California Details
Mathieu Frechette's Fidelity Investments Experience February 2011 - December 2011
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  January 2015 - Present
Natixis Global Asset Management  August 2013 - December 2014
Columbia Management  October 2011 - August 2013
Fidelity Investments   February 2011 - December 2011

Education
Boston College - Carroll School of Management   2012 — 2015
MBA

Saint Anselm College   2006 — 2010
B.A., Business & Finance

Thayer Academy   2002 — 2006
High School

Matthew Ballensweig Matthew Ballensweig Greater New York City Area Details
Matthew Ballensweig's Fidelity Investments Experience July 2013 - July 2014
Job Analyst at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates  July 2014 - Present
Fidelity Investments   July 2013 - July 2014
Goldman Sachs  May 2012 - August 2012
Merrill Lynch  May 2011 - August 2011
Petro Oil  May 2010 - August 2010

Skills
Bloomberg, Equities, Microsoft Excel, Microsoft Word, Social Networking, PowerPoint, Windows, Public Speaking, Financial Analysis, Financial Modeling, Finance, Economics, Investments, Securities, Bonds, Business Analysis, Fixed Income, Trading Systems, Data Analysis, Series 7, Series 63, Accounting, Trading, Electronic Trading, Microsoft Office, Portfolio Management

Education
Boston College - Carroll School of Management   2009 — 2013
BSc, Finance and Accounting

Syosset High School

Ling Luo, CFA Ling Luo, CFA Boston, Massachusetts Details
Ling Luo, CFA's Fidelity Investments Experience 2006 - Present
Job VP, Capital Markets Credit at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2006 - Present

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

Kimberly Tsiaras Kimberly Tsiaras Greater Boston Area Details
Kimberly Tsiaras's Fidelity Investments Experience July 2014 - Present
Job Director of Global Vendor Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   January 2011 - June 2014
Fidelity Investments   August 2009 - December 2010
Boston College  January 2008 - May 2009
Fidelity Investments   June 2008 - August 2008
Courtyard by Marriott  January 2007 - August 2007
Courtyard by Marriott  December 2005 - December 2006
Residence Inn by Marriott  September 2004 - December 2005

Skills
Process Improvement, Cross-functional Team..., Business Analysis, Vendor Management, Project Management, Management, Strategy, SDLC, Business Process..., Financial Modeling, Analysis, Financial Analysis, Management Consulting, Analytics, Competitive Analysis, Program Management, Strategic Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
MBA

California State University-East Bay   2000 — 2003
BA, Organizational Communications

Kara Fitzpatrick Kara Fitzpatrick New York, New York Details
Kara Fitzpatrick's Fidelity Investments Experience September 2015 - Present
Job Director, Fidelity Brokerage Services Compliance
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   May 2014 - Present
Fidelity Investments   February 2015 - September 2015
Fidelity Investments   July 2011 - April 2014
Fidelity Investments   August 2009 - June 2011
Fidelity Investments   June 2006 - July 2009

Skills
Series 7

Education
Boston College - Carroll School of Management   2002 — 2006
BS, Finance

Leonardo Obaya Leonardo Obaya Greater Boston Area Details
Leonardo Obaya's Fidelity Investments Experience February 2014 - June 2015
Job Consultant Revenue Enhancement at Alvarez & Marsal
Industry Law Practice
Experience
Alvarez & Marsal  September 2015 - Present
Fidelity Investments   February 2014 - June 2015
Gide Loyrette Nouel  May 2013 - August 2013
DS Avocats   June 2012 - August 2012
Scott Peters   January 2009 - August 2011
City of San Diego  August 2008 - January 2009
Embajada de Mexico en China   April 2008 - September 2008
World Trade Center San Diego  January 2007 - July 2007

Skills
Spanish, Writing, Research, Public Relations, Social Media, Chinese, Market Research, Community Outreach, Leadership, Nonprofits, Policy Analysis, Legal Writing, Westlaw, Legal Research, Government, Politics, Lexis, Litigation, Public Policy, International Law, Negotiation

Education
Boston College Law School   2011 — 2014
J.D., Law

Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of California, San Diego   2005 — 2010
B.S., International Studies

Peking University   2007 — 2008
Chinese Studies, Chinese Studies

Jennifer Mannion Jennifer Mannion Peabody, Massachusetts Details
Jennifer Mannion's Fidelity Investments Experience June 2013 - August 2013
Job Account Executive at DigitasLBi_US
Industry Higher Education
Experience
Carroll School of Management   September 2012 - May 2015
DigitasLBi_US  June 2014 - August 2014
Fidelity Investments   June 2013 - August 2013
Green Elephant Toy Store   September 2009 - January 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Facebook, Leadership, Critical Thinking, Social Networking

Education
Boston College - Carroll School of Management   2011 — 2015
Bachelor's degree, Finance, Marketing

Pingree School   2007 — 2011
High School Diploma

Mike Milewski Mike Milewski Greater Boston Area Details
Mike Milewski's Fidelity Investments Experience October 2010 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2010 - Present
Fidelity Investments   April 2010 - March 2011
Fidelity Investments   January 2007 - April 2010
Fidelity Investments   July 2006 - January 2007
Fidelity Investments   January 2006 - July 2006
Fidelity Investments   July 2001 - January 2006
Fidelity Investments   November 1996 - July 2001

Skills
Financial Services, Portfolio Management, Business Analysis, Investments, Project Management, Process Improvement, Retirement, Strategic Financial..., Financial Analysis, Cross-functional Team...

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2003
Master of Business Administration (MBA), Finance, IT Administration

Brown University   1992 — 1996
Bachelor's degree, Business Economics, Management

Auburn High School   1988 — 1992

Nancy (Pecoraro) McManus Nancy (Pecoraro) McManus Greater Boston Area Details
Nancy (Pecoraro) McManus's Fidelity Investments Experience June 2006 - September 2008
Job Instructional Design Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments (Fidelity Investments Life Insurance Company)   March 2013 - Present
Fidelity Investments (Fidelity Investments Life Insurance Company)   June 2011 - March 2013
Fidelity Investments (Fidelity Investments Life Insurance Company)   September 2008 - June 2011
Fidelity Investments   June 2006 - September 2008
Fidelity Investments   December 2004 - June 2006
Holland & Knight LLP  September 2002 - December 2004

Skills
Compliance, Annuities, Online Tools, Life Insurance, Training, Marketing Communications, Advertising and Sales..., Strategy, Financial Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2008
MBA

Fairfield University   1998 — 2002
BA, Major: American Studies; Minors: Art History, English and Politics

Jason Haviland Jason Haviland Greater Boston Area Details
Jason Haviland's Fidelity Investments Experience January 1995 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 1995 - Present
Scoop Magazine Detroit   September 1992 - September 1994
Jackson Hewitt  November 1993 - June 1994

Skills
Investment Management, Executive Coaching, COO, Financial Services, Series 7, Mutual Funds, Portfolio Management, Relationship Management, Investments, Asset Allocation, Asset Managment, Series 63, Equities, Securities, Wealth Management, Retirement, Retirement Planning, Financial Modeling, Derivatives, Business Process..., Strategy, Finance, 401k, Strategic Financial..., Program Management, Management, FINRA, Alternative Investments, Project Portfolio..., Leadership, Asset Management, Financial Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2000
MBA, M&A

University of Michigan   1989 — 1993
Economics, Finance

Catholic Central   1985 — 1989

Marly Morgus Marly Morgus Greater Boston Area Details
Marly Morgus's Fidelity Investments Experience May 2015 - August 2015
Job Student at Boston College
Industry Financial Services
Experience
Fidelity Investments   May 2015 - August 2015
Enoteca   June 2013 - January 2015
The Heights, Inc.   December 2013 - December 2014
Silver Creek Outfitters  June 2014 - August 2014
The Heights, Inc.   January 2013 - December 2013
The Blues Jean Bar  June 2013 - August 2013
Cava Cava Restaurant   June 2012 - January 2013
The Community Library  June 2012 - August 2012
The Shoe Salon   June 2012 - July 2012
Ketchum Dry Goods   June 2011 - January 2012

Skills
French, Microsoft Excel, InDesign, Microsoft Office, Editing, Social Media, WordPress, Sports Writing, Copy Editing, POS, News Writing, Photoshop, Newsletters

Education
Boston College - Carroll School of Management   2012 — 2016
Bachelor of Science (B.S.), Finance, General

Université Paris-Sorbonne   2015 — 2015
Study Abroad, Art History, Criticism and Conservation

Deerfield Academy   2008 — 2012

Kelly Sarandis Kelly Sarandis Greater Boston Area Details
Kelly Sarandis's Fidelity Investments Experience October 2006 - September 2011
Job Program Manager at Blue Cross Blue Shield of Massachusetts
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts  July 2012 - Present
The Athene Group  September 2011 - July 2012
Fidelity Investments   October 2006 - September 2011
RSA, The Security Division of EMC  February 2005 - October 2006
MasterCard Advisors  June 2003 - February 2005
Siebel Systems  March 1999 - November 2002
Cahners Publishing  1994 - 1996

Skills
CRM, Project Management, SaaS, Business Intelligence, PMO, Salesforce.com, Six Sigma, Cloud Computing, Business Analysis, Enterprise Architecture, Program Management, Business Process, Enterprise Software, Analytics, Leadership, Management, SDLC, Siebel, Requirements Analysis, Software Project..., IT Strategy, MBA, CRM Integration, Oracle CRM, Agile Methodologies, Quality Center, Consulting, Professional Services, Strategy, Vendor Management, Process Improvement, Agile Project Management, Cross-functional Team..., Information Technology, Integration, Business Process..., Testing, User Acceptance Testing

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2005
MBA, Technology Strategies

Northeastern University   1987 — 1992
BSBA, MIS

Gail (Collins) Bernardin Gail (Collins) Bernardin Greater Boston Area Details
Gail (Collins) Bernardin's Fidelity Investments Experience September 2013 - Present
Job Tax Contractor, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Carlisle, MA   July 2001 - Present
Fidelity Investments   December 1989 - July 2001
The Boston Company  September 1987 - December 1989

Skills
Project Management, Operations Management, Business Process..., Business Analysis, Strategic Planning, Mutual Fund Accounting,..., Program Management, Strategy, Analysis, Financial Analysis, Fundraising, Finance

Education
Tufts University   1983 — 1987
BA, Economics

Boston College - Carroll School of Management   1995 — 1998
MBA, Finance

Matthew Kalish Matthew Kalish Greater Boston Area Details
Matthew Kalish's Fidelity Investments Experience August 2004 - September 2005
Job Founder at DraftKings Inc
Industry Internet
Experience
DraftKings, Inc.   January 2011 - Present
Vistaprint  July 2009 - February 2012
Capital One  March 2006 - July 2009
Microsoft Corporation  October 2005 - January 2006
Fidelity Investments   August 2004 - September 2005

Skills
Analytics, Direct Marketing, P&L Management, Channel Management, Segmentation, Business Strategy, Product Management, Financial Modeling, Database Marketing, Strategy Development, Business Analysis, E-commerce, Email Marketing, Integrated Marketing, Digital Marketing, Start-ups, Marketing Strategy, Strategy, Salesforce.com, Leadership, Channel Partners, Online Advertising, SaaS, Sales, Go-to-market Strategy, Sales Operations, New Business Development, B2B, CRM, Lead Generation, Management, Business Development, Market Research

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2009
MBA, Business

Columbia University in the City of New York   2000 — 2004
BA (2), Economics, Computer Science

Maura Humphreys Maura Humphreys Greater Boston Area Details
Maura Humphreys's Fidelity Investments Experience July 2012 - Present
Job Director of Portfolio Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Fidelity Investments   January 2010 - Present
Fidelity Investments   January 2004 - March 2010

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2012
MSF, Finance

University College Cork   1999 — 2003

James (Zici) Zheng James (Zici) Zheng Greater Boston Area Details
James (Zici) Zheng's Fidelity Investments Experience August 2014 - Present
Job Director of Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Fidelity Investments   July 2007 - August 2014
Fidelity Investments   2005 - 2007
NOKIA  March 1998 - July 1999

Skills
Agile Methodologies, Software Development, Software Project..., Java Enterprise Edition, Java, SDLC, Enterprise Architecture, SOA, XML, Requirements Analysis, Web services & security, Spring, Web Services, Unix, Agile Project Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2009
MBA/MSF, Management, Finance

Worcester Polytechnic Institute   1999 — 2001
MS, Computer Science

Zhejiang University   1995 — 1998
MS, Computer Science

Hunan University   1991 — 1995
B.S., Computer Science

Liann Walborsky Liann Walborsky San Francisco Bay Area Details
Liann Walborsky's Fidelity Investments Experience March 2001 - July 2005
Job Communications Manager at Technology Credit Union
Industry Writing and Editing
Experience
Technology Credit Union  May 2010 - Present
Avenue A Razorfish: Microsoft   January 2009 - December 2009
eBay  January 2008 - June 2008
Collarity, Inc.   May 2007 - December 2007
Qlusters, Inc.   July 2005 - April 2007
Fidelity Investments   March 2001 - July 2005
Fidelity Investments   March 1997 - February 2001
Sportswear International  August 1995 - February 1997
Ludgate Communications   January 1993 - July 1995

Skills
Corporate Communications, Social Media, Publications, Marketing, Content Development, Business Development, Blogging, Marketing Communications, Social Media Marketing, Copywriting

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1992
MBA

Brandeis University   1984 — 1988
BA

Kent Denver Country Day

Elizabeth Huntley Seidman Elizabeth Huntley Seidman Greater Boston Area Details
Elizabeth Huntley Seidman's Fidelity Investments Experience May 2008 - January 2013
Job Director, Innovation, Personal Insurance at Liberty Mutual Insurance
Industry Investment Management
Experience
Liberty Mutual Insurance  May 2015 - Present
Liberty Mutual Insurance  January 2013 - May 2015
Fidelity Investments   May 2008 - January 2013
Diamond Management & Technology Consultants, Inc.   2007 - 2008
Putnam Investments  October 2000 - July 2005

Skills
Business Strategy, Strategy, Management Consulting, Business Planning, Competitive Analysis, Market Research, Marketing, Business Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2005 — 2007
Master of Business Administration (MBA)

Boston College - Wallace E. Carroll Graduate School of Management   1996 — 2000
BS, Finance

Darien High School

Lauren Ashrafi Lauren Ashrafi Greater New York City Area Details
Lauren Ashrafi's Fidelity Investments Experience June 2009 - August 2009
Job Category Management at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co.   January 2014 - Present
Tiffany & Co.   February 2012 - January 2014
Tiffany & Co.   July 2010 - February 2012
Fidelity Investments   June 2009 - August 2009
Taleo Corporation  August 2005 - August 2008
Hewitt Associates  January 2004 - August 2005

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
MBA

Ithaca College   1999 — 2003
BA

Leslie (Carty) Checkman Leslie (Carty) Checkman Greater Boston Area Details
Leslie (Carty) Checkman's Fidelity Investments Experience January 1996 - November 2004
Job Senior Vice President, Account Management at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  June 2013 - Present
Natixis Global Asset Management  March 2011 - June 2013
Natixis Global Associates  May 2006 - March 2011
FundQuest  November 2004 - May 2006
Fidelity Investments   January 1996 - November 2004
Putnam Investments  June 1994 - December 1995

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2004
MBA, Marketing

College of the Holy Cross   1990 — 1994

Johnson, Casey Johnson, Casey Greater Boston Area Details
Johnson, Casey's Fidelity Investments Experience August 2007 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2007 - Present

Skills
Mutual Funds, Investments, Series 7, Series 63, Process Improvement, Financial Services, FINRA, Equities, Fixed Income, Securities, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Relationship Management, Wealth Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2004 — 2008
Master of Business Administration (M.B.A.), Management

Georgetown University   1994 — 1998
Bachelor’s Degree, Concentration in Management and Marketing

John Barrett, CFA John Barrett, CFA Boston, Massachusetts Details
John Barrett, CFA's Fidelity Investments Experience February 1995 - 2000
Job Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management  June 2011 - Present
Columbia Management  August 2003 - December 2011
Gannett Welsh & Kotler  February 2000 - August 2003
Fidelity Investments   February 1995 - 2000
U.S. Department of Labor   July 1991 - February 1995

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1997
MBA, Finance

University of North Carolina at Greensboro   1989 — 1991
BS, Economics

Western New England College   1987 — 1989
Business

Mark Prouty CFA Mark Prouty CFA Greater Boston Area Details
Mark Prouty CFA's Fidelity Investments Experience 2001 - 2006
Job Senior Director Equity Derivatives & Quantitative Strategies at Delaware Life
Industry Capital Markets
Experience
Delaware Life  August 2013 - Present
Sun Capital Advisers   August 2006 - August 2013
Fidelity Investments   2001 - 2006

Skills
VBA, SQL, Microsoft Office, Bloomberg, Equity Derivatives, ASP, HTML, Risk Management, Basic Matlab, Blackrock Solutions, VIX Products

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2006
MBA/MSF, Finance

Western New England University   1995 — 1999

Erica Davis Erica Davis Chicago, Illinois Details
Erica Davis's Fidelity Investments Experience September 2000 - September 2003
Job Head of Operational Due Diligence
Industry Investment Management
Experience
Covariance Capital Management  September 2011 - Present
Man Investments  December 2004 - August 2011
Zero Stage Capital  September 2003 - November 2004
Fidelity Investments   September 2000 - September 2003
Ernst & Young, LLP   September 1998 - September 2000

Skills
CPA, Hedge Funds, Valuation, Private Equity, Auditing, Investments, Due Diligence, Fund Accounting

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2003
MBA, Finance concentration

Boston College - Carroll School of Management   1994 — 1998
B.S., Accounting

Julie Wunderlich Julie Wunderlich Greater Boston Area Details
Julie Wunderlich's Fidelity Investments Experience September 2000 - March 2001
Job AmeriCorps program Coordinator at Connecting For Children & Families
Industry Information Technology and Services
Experience
Connecting For Children & Families   August 2012 - Present
Family Resources Community Action  April 2010 - July 2011
Fidelity Investments   September 2000 - March 2001
KPMG Peat Marwick  1996 - 2000

Skills
Business Analysis, Project Managment, Non-profits, Strategic Planning, Program Management, Event Planning, Management Consulting, Microsoft Office, Change Management, Business Strategy, Team Building, Business Process..., Training

Education
Boston College - Carroll School of Management   1995 — 1997
MBA

Ithaca College   1985 — 1989
BS, Finance

Edwin Pierre Edwin Pierre Greater Boston Area Details
Edwin Pierre's Fidelity Investments Experience April 2013 - Present
Job Director, Wealth Management Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present
Fidelity Management and Research Company  2011 - April 2013
Fidelity Investments   2009 - 2011
The Hartford  June 2008 - August 2008
The Bank of New York Mellon  August 2005 - August 2007
Mellon Financial  November 2001 - August 2005
Merrill Lynch  June 2000 - June 2001

Skills
Equities, Portfolio Management, Investments, Due Diligence, Analysis, Financial Modeling, Leadership, Mutual Funds, Wealth Management, CRM, Financial Services, Derivatives, Management, Product Management, Investment Strategies, Financial Analysis, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
Master of Business Administration & Master of Science in Finance

Gregory Chin Gregory Chin Greater Boston Area Details
Gregory Chin's Fidelity Investments Experience 1997 - 2000
Job Managing Director at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP  September 2014 - Present
Duff & Phelps  June 2012 - September 2014
FTI Consulting  October 2007 - June 2012
PricewaterhouseCoopers  April 2006 - October 2007
Veritude. a Fidelity Investments Company  2001 - 2006
Veritude  2001 - 2004
Devonshire Publishing   2000 - 2001
Fidelity Investments   1997 - 2000
Brown Brothers Harriman  1996 - 1997
Price Waterhouse  September 1989 - August 1996

Skills
Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Private Equity, Corporate Finance, Management, Financial Reporting, Forecasting, Mergers, Mergers, Portfolio Management, Strategic Planning, Valuation, Venture Capital, Auditing, Business Valuation, Corporate Development

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2004
MSF, Finance

Boston University   1985 — 1989
Bachelor of Science (BS), Accounting

Boston University Questrom School of Business   1985 — 1989
BSBA, Accounting

Tappan Zee HS   1981 — 1985
HS

Kirsten (Stommel) Gonneville Kirsten (Stommel) Gonneville Greater Boston Area Details
Kirsten (Stommel) Gonneville's Fidelity Investments Experience February 2005 - February 2008
Job Dynamic Product Developer and Marketer
Industry Financial Services
Experience
Fidelity Investments   February 2005 - February 2008
PNC Global Investment Servicing  1992 - 2005

Skills
Product Management, CRM, Enterprise Software

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 2001
Coursework

Wheaton College (MA)   1987 — 1991

Marni Israel Marni Israel Greater Boston Area Details
Marni Israel's Fidelity Investments Experience February 2006 - March 2010
Job Senior Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2006 - March 2010
Fidelity  February 2006 - March 2010

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2001
MBA

Lehigh University   1991 — 1995
BS, Finance

Lehigh University - College of Business and Economics

Joshua Loban Joshua Loban Greater Boston Area Details
Joshua Loban's Fidelity Investments Experience June 2007 - Present
Job Product Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2007 - Present
Placemark Investments  2004 - 2007

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2004
MBA, Finance

University of Connecticut   1993 — 1997
BA, Psychology and Sociology

Fairfield College Preparatory School   1989 — 1993
HS Diploma, College Prep

Kewei Tang Kewei Tang San Francisco Bay Area Details
Kewei Tang's Fidelity Investments Experience July 2006 - February 2008
Job Finance Manager
Industry Financial Services
Experience
Wells Fargo Bank  April 2012 - Present
Wells Fargo  October 2008 - March 2012
Fidelity Investments   July 2006 - February 2008
Sovereign Bank  August 2002 - July 2006

Skills
Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Essbase, Finance, Risk Management, Corporate Finance, Cash Management, Portfolio Management, Investments, Mutual Funds, Financial Services, Hyperion Enterprise

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2002
Master of Science (MS), Finance, General

Nick Ciarlone Nick Ciarlone Greater Boston Area Details
Nick Ciarlone's Fidelity Investments Experience 2005 - 2008
Job Vice President at State Street
Industry Financial Services
Experience
State Street  2008 - Present
Fidelity Investments   2005 - 2008
Fidelity Investments   2003 - 2005
Fidelity Investments   1999 - 2003

Skills
Mutual Funds, Fund Accounting, Bloomberg, Equities, Fixed Income, ETFs, Auditing, Securities, Financial Services

Education
Boston College - Wallace E. Carroll Graduate School of Management   2004 — 2008
MBA, Finance

Providence College   1995 — 1999
Bachelor of Science (BS)

Joe Case   1991 — 1995

Gregory Morse Gregory Morse Greater Boston Area Details
Gregory Morse's Fidelity Investments Experience September 2006 - June 2008
Job at Karnow Brothers
Industry Business Supplies and Equipment
Experience
Karnow Brothers   July 2008 - Present
Fidelity Investments   September 2006 - June 2008
JPMorgan Chase  January 2004 - August 2006
JPMorgan Chase  January 2000 - December 2003

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2004
MS, Finance

Georgetown University   1994 — 1998
BSBA, Finance

Saint John's Preparatory   1990 — 1994

Heidi Bui Heidi Bui Greater Boston Area Details
Heidi Bui's Fidelity Investments Experience May 2005 - October 2008
Job Director, Marketing Measurement & Lead Mgmt at Fidelity Investments Life Insurance
Industry Financial Services
Experience
Fidelity Investments Life Insurance  January 2010 - Present
Fidelity Investments   May 2005 - October 2008

Skills
Database Marketing, Analytics, Financial Services, Marketing Analytics, Segmentation

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2003
Bachelor, Marketing & Communications

Jeanne Mackin Jeanne Mackin Greater Boston Area Details
Jeanne Mackin's Fidelity Investments Experience December 2008 - Present
Job at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   December 2008 - Present
Fidelity Investments   June 2004 - Present
Fidelity Investments   January 2000 - Present
Self Employed - JMM Consulting   June 1998 - November 2000
Commonwealth Energy Company   July 1985 - June 1998

Skills
Technical Product..., Full Life cycle Project..., Agile Project Management, Product Development, Build Strong Teams, Team Building, Technical Leadership, Software Development, Product Management, Agile Methodologies, SDLC, Business Analysis, Program Management, Software Project...

Education
Boston College - Carroll School of Management
Bachelor of Science, Computer Science

Kelly Mulanaphy Kelly Mulanaphy Greater New York City Area Details
Kelly Mulanaphy's Fidelity Investments Experience October 2011 - June 2012
Job Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  May 2014 - Present
National Basketball Association  June 2012 - May 2014
Fidelity Investments   October 2011 - June 2012
Fidelity Investments   June 2007 - October 2011

Skills
Strategic Financial..., Accounting, Data Analysis, Finance, Financial Modeling, Analysis, Corporate Finance, Financial Reporting, Microsoft Excel, Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2012
MBA, Leadership and Management

Colgate University   2003 — 2007
Bachelor of Arts, International Relations

Herbert Harrison Herbert Harrison Greater Boston Area Details
Herbert Harrison's Fidelity Investments Experience February 2004 - May 2006
Job Corporate Manager Service Delivery at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare  January 2015 - Present
Partners HealthCare  June 2013 - Present
Partners HealthCare  April 2009 - May 2013
Partners Healthcare  May 2006 - April 2009
Fidelity Investments   February 2004 - May 2006
Fidelity Investments   June 1999 - February 2004

Skills
Process Improvement, Crisis Management, Disaster Recovery, Program Management, Vendor Management, Citrix, Team Management, Data Center, Service Delivery, Technical Support, Risk Management, Leadership, SDLC, Windows, Servers, IT Strategy, Change Management, Altiris, Visio, Infrastructure, Hardware, Software Installation, Software Documentation, SaaS, SharePoint, ITIL, Help Desk Support, Security, Active Directory, Requirements Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   1995 — 1999
BS, Computer Science / Information Systems

Long Island Lutheran Jr/Sr High School   1988 — 1995
High School Diploma

Kathy Kelleher Kathy Kelleher Greater Boston Area Details
Kathy Kelleher's Fidelity Investments Experience May 2009 - April 2012
Job IT Project Manager at Demandware
Industry Internet
Experience
Demandware  May 2015 - Present
NaviNet  July 2014 - Present
Bright Horizons  January 2012 - June 2014
Fidelity Investments   May 2009 - April 2012
Fidelity Investments   2007 - 2008
Fidelity Investments   2004 - 2007

Skills
Business Analysis, Financial Services, Process Improvement, Management, Project Management, Program Management, SDLC, Risk Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1981 — 1985
BS Finance, Finance

Niall Devitt, CFA Niall Devitt, CFA Greater Boston Area Details
Niall Devitt, CFA's Fidelity Investments Experience January 2012 - Present
Job U.S. Equity Team Leader / Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   January 2012 - Present
Fidelity Investments   February 2006 - December 2011
Fidelity Investments   November 2001 - February 2006

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2006
Masters, Finance

University College Cork   1997 — 2001
Bachelors, Business Information Systems

Mark DesGrosseilliers Mark DesGrosseilliers Greater Boston Area Details
Mark DesGrosseilliers's Fidelity Investments Experience May 2014 - Present
Job Vice President of Finance, Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2014 - Present
Fidelity Investments   2006 - April 2014
Merrimack Youth Association   2007 - 2011
Fidelity Investments   2004 - 2006
Fidelity Investments   2001 - 2004
BAE Systems  2000 - 2001
Lockheed Martin  1995 - 2000
Lockheed Martin  1999 - 1999
Lockheed Martin  1991 - 1995
Lockheed Martin  1988 - 1991

Education
Boston College - Wallace E. Carroll Graduate School of Management   1984 — 1986
M.B.A., Finance, Marketing

University of New Hampshire -- Peter T. Paul College of Business and Economics   1980 — 1984
B.S., Business Administration

Nicole Eydenberg Nicole Eydenberg Greater Boston Area Details
Nicole Eydenberg's Fidelity Investments Experience May 2015 - Present
Job Business Planning, Product Analysis, FP&A
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   2010 - Present
Fidelity Investments   2004 - 2010
Liberty Mutual  2002 - 2004

Skills
Financial Modeling, Finance, Financial Analysis, Strategic Financial..., Financial Services, Essbase, Financial Reporting, Forecasting, Business Analysis, Process Improvement, Managerial Finance, Relationship Management, Competitive Analysis, Analytics, Business Valuation, Financial Accounting, Business Planning, Insurance, Project Management, Business Intelligence, Portfolio Management, Valuation

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2002
Master of Business Administration (M.B.A.), finance

St. Lawrence University   1991 — 1995
Bachelor of Arts (B.A.), Fine and Studio Arts and Anthropolgy

Karen McQuillen Karen McQuillen Greater Boston Area Details
Karen McQuillen's Fidelity Investments Experience March 2007 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2007 - Present

Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Investments, Corporate Finance, Portfolio Management, Financial Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2002
BS, Finance

Providence College   1986 — 1990
BS, Finance

John P. Petrozzino, Esq. John P. Petrozzino, Esq. Greater New York City Area Details
John P. Petrozzino, Esq.'s Fidelity Investments Experience November 2014 - Present
Job Estate Planning Specialist at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments   November 2014 - Present
O'Connor Davies, LLP   February 2014 - October 2014
Ferguson & Gille, Attorneys at Law   September 2009 - February 2014
LAW OFFICES OF TOM MOHR   May 2008 - August 2008
SCHWARTZ SIMON EDELSTEIN CELSO & KESSLER, LLC   May 2007 - August 2007

Skills
Legal Writing, Estate Planning, Legal Research, Wills, Westlaw, Real Estate Transactions, Tax Preparation, Tax Law, Estate Administration, Real Estate Tax Appeals, Bankruptcy, Client Development, Business Development, Appeals, Critical Thinking, Arbitration, Civil Litigation, Corporate Law, Finance, Securities Regulation, Intellectual Property, Water Sports, Litigation, Skiing, Sword Fighting, Courts

Education
Villanova University School of Law   2012 — 2013
LL.M., Tax Law/Taxation, 3.9

Villanova University School of Law   2006 — 2009
Doctor of Law (J.D.), Law

Boston College - Carroll School of Management   2002 — 2006
B.S, Finance; Accounting; Marketing

Gretchen Holland Lloyd Gretchen Holland Lloyd Greater Boston Area Details
Gretchen Holland Lloyd's Fidelity Investments Experience 1991 - 1992
Job legal contractor at Nields, Lemack, & Frame
Industry Law Practice
Experience
Nields, Lemack, & Frame   January 2011 - Present
Senie & Associates, P.C.   2005 - January 2011
Fidelity Investments   1991 - 1992
Coopers and Lybrand  1990 - 1991

Skills
Corporate Law, Mergers, Estate Planning, Securities, Mergers & Acquisitions, Start-ups

Education
Boston College - Wallace E. Carroll Graduate School of Management   1988 — 1990
MBA, business administration

Southern Methodist University Dedman School of Law   1985 — 1988
Juris Doctor, Law

Vanderbilt University   1981 — 1985
BA, political science and history

Mary Lomasney Mary Lomasney Greater Boston Area Details
Mary Lomasney's Fidelity Investments Experience 1996 - 1997
Job Asset Managment Sector Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2005 - Present
State Street Research  1997 - 2005
Fidelity Investments   1996 - 1997
Scudder Investments  1994 - 1996
John Hancock Advisers/Patriot Funds   1991 - 1994
Patriot Group   1986 - 1991
State Street Bank  1978 - 1986

Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management

Education
Suffolk University Law School   1993 — 1997
JD, Securitries and Corporate Law

Boston College - Wallace E. Carroll Graduate School of Management   1985 — 1987
MSF, Finance

Suffolk University - Sawyer Business School   1979 — 1983
MBA, Business

University of Massachusetts Boston   1974 — 1978
BA, Business Management

Nicholas Vitale Nicholas Vitale New York, New York Details
Nicholas Vitale's Fidelity Investments Experience 2005 - 2008
Job Associate at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs  September 2014 - Present
Pyramis Global Advisors  July 2008 - February 2014
Fidelity Investments   2005 - 2008

Skills
Investments, Portfolio Management, Mutual Funds, Equities, Asset Management, Alternative Investments, Hedge Funds, Securities, Bloomberg

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)

Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance

Syracuse University   1997 — 2001
BS, FINANCE, ENTREPRENEURSHIP AND EMERGING ENTERPRISES

Hui Tin Chua Hui Tin Chua Providence, Rhode Island Area Details
Hui Tin Chua's Fidelity Investments Experience 2005 - 2009
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Fidelity Investments   2005 - 2009
State Street Global Advisors  1997 - 2004
State Street  1991 - 1997

Skills
Database Marketing, Mutual Funds

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

National University of Singapore
BA, Architecture

Joshua D. Goldberg, CFP® Joshua D. Goldberg, CFP® Greater Boston Area Details
Joshua D. Goldberg, CFP®'s Fidelity Investments Experience October 2010 - July 2014
Job 2nd Year MBA Candidate at Boston College
Industry Banking
Experience
KeyBanc Capital Markets  May 2015 - July 2015
Meridional Equity   January 2015 - March 2015
Fidelity Investments   October 2010 - July 2014

Skills
Financial Analysis, Leadership, Sales, Investment Banking, Valuation, Venture Capital, Private Equity, TMT, Mergers & Acquisitions, Equity Research, Banking, Finance, Management, Investments, Stock Market Analysis, Fixed Income, Asset Management, Capital Markets, Customer Service, Time Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2016
Master of Business Administration (MBA), Corporate Finance

Case Western Reserve University   2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government

Kaplan University   2011 — 2012
CFP Required Education Course

Kay Wu Kay Wu Greater Boston Area Details
Kay Wu's Fidelity Investments Experience June 2005 - April 2006
Job Senior IT Compliance Auditor at The TJX Companies
Industry Accounting
Experience
The TJX Companies  February 2013 - Present
The TJX Companies  October 2011 - February 2013
Ernst & Young  July 2006 - September 2011
Fidelity Investments   June 2005 - April 2006

Skills
IT Audit, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Financial Analysis, Auditing, Internal Audit, External Audit, Financial Accounting, Financial Modeling, Corporate Finance, US GAAP, Management Consulting, Due Diligence, Microsoft Office, Data Analysis, Microsoft Excel, Enterprise Risk..., Business Analysis, GAAP

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2006
Bachelors in Science, Accounting and Information Systems

Jake Rie Jake Rie Greater New York City Area Details
Jake Rie's Fidelity Investments Experience April 1998 - December 1999
Job Director National Accounts at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  March 2012 - Present
AllianceBernstein  December 1999 - February 2012
Fidelity Investments   April 1998 - December 1999
Eaton Vance Corporation   November 1995 - March 1998

Skills
Series 6, Mutual Funds, Asset Allocation, Alternative Investments, 401k, Series 7, Series 63, Asset Managment, Investments, Retirement, Fixed Income, Pensions, Asset Management, Retirement Planning, ETFs, Investment Strategies, Morningstar, Securities, Separately Managed..., Wealth Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 1999
M.F.S., Finance

Boston University   1989 — 1991
Bachelor of Arts (B.A.), Economics, 3.3

Michelle Gillan Michelle Gillan Greater Boston Area Details
Michelle Gillan's Fidelity Investments Experience February 1994 - February 2008
Job VP Global Operations at State Street
Industry Financial Services
Experience
State Street  September 2012 - Present
State Street  May 2011 - September 2012
State Street  October 2009 - May 2011
State Street  March 2008 - October 2009
Fidelity Investments   February 1994 - February 2008

Skills
Financial Modeling, Competitive Analysis, Investments, Financial Services, Financial Analysis, Mutual Funds, Bloomberg, Equities, Alternative Investments, Strategic Financial..., Pricing, Performance Measurement, Strategy, KPI Dashboards, Forecasting, Valuation, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2005
MBA/MSF, Finance

Saint Martin's College   1991 — 1993
BA, Finance; Accounting

Lisa Ann Fanning Lisa Ann Fanning United States Details
Lisa Ann Fanning's Fidelity Investments Experience September 2014 - Present
Job Wide range of experience in Client Relationship, Product, Platform and Project Mgmt. & Operations.
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity Investments   July 2014 - September 2014
Fidelity Investments/ National Financial  August 2007 - July 2014
Fidelity Investments   April 2006 - August 2007
Fidelity Investments   August 2004 - April 2006
Fidelity Investments   August 2001 - August 2004
Fidelity Investments   August 1999 - August 2001
Various Financial Services Firms   June 1995 - August 1999

Skills
Series 7, Series 63, Securities, Financial Services, Client Presentation, New Business Set-up, Manage Client..., Client Co-ordination, Marketing, Product Adoption, Best Practices, Online Marketing, Online Research, E-commerce, Vendor Management, Vendor Relationship..., PMO, Project Management, Business Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2001
Completed MBA-level courses

Pace University - Lubin School of Business   1999 — 2000
Completed MBA-level courses

Marymount Manhattan College   1991 — 1995
BA, Business Management and Media Studies

Erica Fotta Erica Fotta Greater Boston Area Details
Erica Fotta's Fidelity Investments Experience June 2010 - Present
Job Chief Administrative Officer, SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2010 - Present
Columbia Management  May 2007 - June 2010

Skills
Asset Management, Risk Management, Financial Services, Management, Mutual Funds, Strategic Planning, Administration, Compliance Management, Program Management, Vendor Management, Relationship Management, Client Services, Executive Reporting

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1994
Master of Business Administration (M.B.A.), Finance, General

Mount Holyoke College   1983 — 1987
Bachelor’s Degree

Greenwich High School   1980 — 1983

Matt Fischer Matt Fischer Greater Boston Area Details
Matt Fischer's Fidelity Investments Experience October 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
Fidelity Investments   October 2006 - October 2011
M.S. Howells & Co.   2005 - 2006
Virtua Research  2005 - 2006
Bear Stearns  2003 - 2004
Salomon Smith Barney  1999 - 2003

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

University of New Hampshire

Harry Livingston Harry Livingston Greater Boston Area Details
Harry Livingston's Fidelity Investments Experience January 2015 - Present
Job Senior Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   July 2013 - December 2014
Fidelity Investments   May 2011 - July 2013
BofA Merrill Lynch  January 2011 - May 2011
Stonehill College  September 2010 - May 2011
Fidelity Investments   June 2010 - August 2010

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2017
Master of Business Administration (MBA)

Stonehill College   2007 — 2011
Finance, Economics

John Cabot University   2009 — 2009
Finance, Economics

Portsmouth High School   2004 — 2007

Kris Federico Kris Federico Greater Boston Area Details
Kris Federico's Fidelity Investments Experience 1999 - 2005
Job Financial Services
Industry Financial Services
Experience
UBS FINANCIAL SERVICES INC  January 2012 - July 2013
UBS Financial Services, Inc.   March 2011 - January 2012
Morgan Stanley Smith Barney  August 2007 - March 2011
Quiznos  October 2005 - May 2007
Fidelity Investments   1999 - 2005

Education
Boston College - Carroll School of Management   1991 — 1995
Bachelor of Science, Finance

Providence College   2008 — 2010
MBA

Kevin Abreu Kevin Abreu Dallas/Fort Worth Area Details
Kevin Abreu's Fidelity Investments Experience
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Education
Suffolk Law School   2003 — 2006
Doctor of Law (JD)

Boston College - Carroll School of Management   2000 — 2001
Master of Business Administration (MBA)

Boston College - Carroll School of Management   1993 — 1997
Bachelor's degree, Accounting

Mary Anne McAuliffe Mary Anne McAuliffe Hingham, Massachusetts Details
Mary Anne McAuliffe's Fidelity Investments Experience August 1987 - January 1995
Job Consultant
Industry Financial Services
Experience
McAuliffe Associates   2012 - Present
Fidelity Investments   August 1987 - January 1995
Thomson McKinnon Energy Management Co.   December 1983 - August 1987
PwC  December 1978 - December 1983

Skills
CPA, Finance, Financial Services, Tax, Insurance, Fixed Annuities, Financial Analysis, Financial Modeling, Financial Reporting, Due Diligence, Corporate Finance, Valuation, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Auditing, Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance, General

Regis College
Bachelor of Arts (BA), Political Science and Government

Mary Beth Timilty Mary Beth Timilty West Roxbury, Massachusetts Details
Mary Beth Timilty's Fidelity Investments Experience January 1997 - September 1999
Job Fund Controller, SoftBank Capital
Industry Venture Capital & Private Equity
Experience
SoftBank Capital  October 1999 - Present
Fidelity Investments   January 1997 - September 1999

Skills
Valuation, Financial Modeling

Education
Boston College - Carroll School of Management   1988 — 1992
Finance, General

Similar Companies