Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Holly Brittingham Holly Brittingham's Fidelity Investments Experience February 2008 - August 2011
Job SVP, Global Talent & Org Development
Industry Human Resources
Experience
FCB Global April 2015 - Present
FCB Global February 2014 - Present
EMC August 2011 - February 2014
Fidelity Investments February 2008 - August 2011
Fidelity Investments March 2007 - February 2008
Miami Dolphins & Sun Life Stadium November 2006 - February 2007
Time Warner Cable January 2004 - November 2006
HC Consulting September 2002 - December 2003
The Nelson Group July 2000 - August 2002
Marketing Communications agencies - various April 1995 - June 2000
Skills
Talent Management, Leadership Development, Change Management, Action Learning, Organizational..., Executive Coaching, Organizational Design, Organizational..., Diversity & Inclusion, Workshop Facilitation, High Potential Programs, MBTI Certified, Team Building, Program Management, Human Resources, MBTI, Strategy, Business Strategy, Leadership, Organizational..., Performance Management, Training, Coaching, Management Development, Management, 360 Feedback, HR Consulting, Culture Change, Strategic Communications
Education
Fielding Graduate University 2013 — 2014
Comprehensive Certificate, Evidence Based Coaching
American University 1999 — 2001
MSOD, Organization Development (AU/NTL)
Colby College 1989 — 1993
BA, Sociology & English
Moses Brown School 1985 — 1989
FCB Global April 2015 - Present
FCB Global February 2014 - Present
EMC August 2011 - February 2014
Fidelity Investments February 2008 - August 2011
Fidelity Investments March 2007 - February 2008
Miami Dolphins & Sun Life Stadium November 2006 - February 2007
Time Warner Cable January 2004 - November 2006
HC Consulting September 2002 - December 2003
The Nelson Group July 2000 - August 2002
Marketing Communications agencies - various April 1995 - June 2000
Skills
Talent Management, Leadership Development, Change Management, Action Learning, Organizational..., Executive Coaching, Organizational Design, Organizational..., Diversity & Inclusion, Workshop Facilitation, High Potential Programs, MBTI Certified, Team Building, Program Management, Human Resources, MBTI, Strategy, Business Strategy, Leadership, Organizational..., Performance Management, Training, Coaching, Management Development, Management, 360 Feedback, HR Consulting, Culture Change, Strategic Communications
Education
Fielding Graduate University 2013 — 2014
Comprehensive Certificate, Evidence Based Coaching
American University 1999 — 2001
MSOD, Organization Development (AU/NTL)
Colby College 1989 — 1993
BA, Sociology & English
Moses Brown School 1985 — 1989
Simmie Kastner Simmie Kastner's Fidelity Investments Experience August 2014 - Present
Job VP, Quality Assurance Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments November 2010 - August 2014
Fidelity Investments January 2010 - November 2010
Fidelity Investments September 2007 - January 2010
Nortel March 2001 - June 2007
PricewaterhouseCoopers 2000 - 2002
Oracle 1990 - 1995
WebVision, Inc. 1990 - 1990
Skills
Business Analysis, Personnel Management, Performance Management, Program Management, Java, Project Management, Oracle, Databases, Leadership, Continuous Improvement, Strategy, Process Improvement, Management, Agile Methodologies, PMP, ITIL, Software Development, PMO, Start-ups, Training, Vendor Management
Education
American University 1975 — 1979
BS Computer Science, Computer Science, Fine Art
Fidelity Investments August 2014 - Present
Fidelity Investments November 2010 - August 2014
Fidelity Investments January 2010 - November 2010
Fidelity Investments September 2007 - January 2010
Nortel March 2001 - June 2007
PricewaterhouseCoopers 2000 - 2002
Oracle 1990 - 1995
WebVision, Inc. 1990 - 1990
Skills
Business Analysis, Personnel Management, Performance Management, Program Management, Java, Project Management, Oracle, Databases, Leadership, Continuous Improvement, Strategy, Process Improvement, Management, Agile Methodologies, PMP, ITIL, Software Development, PMO, Start-ups, Training, Vendor Management
Education
American University 1975 — 1979
BS Computer Science, Computer Science, Fine Art
Veronica V. Fleming MBA Veronica V. Fleming MBA's Fidelity Investments Experience September 2009 - February 2010
Job Seasoned Professional In Human Resources
Industry Retail
Experience
Macy's August 2010 - October 2013
Fidelity Investments September 2009 - February 2010
Electronic Data Systems October 2000 - July 2008
Skills
Performance Management, Training, Interviews, Human Resources, Employee Relations, Onboarding, Talent Management, Leadership, Employee Benefits, Management, Coaching, New Hire Orientations, Project Management, Time Management, Recruiting
Education
American InterContinental University 2005 — 2007
MBA, Human Resource Management
Regent University 2003 — 2005
Bachelor of Science, Organizational Leadership & Management
Minnesota School of Business 1996 — 1998
Associates of Applied Science, Medical Assistant Admin.
Macy's August 2010 - October 2013
Fidelity Investments September 2009 - February 2010
Electronic Data Systems October 2000 - July 2008
Skills
Performance Management, Training, Interviews, Human Resources, Employee Relations, Onboarding, Talent Management, Leadership, Employee Benefits, Management, Coaching, New Hire Orientations, Project Management, Time Management, Recruiting
Education
American InterContinental University 2005 — 2007
MBA, Human Resource Management
Regent University 2003 — 2005
Bachelor of Science, Organizational Leadership & Management
Minnesota School of Business 1996 — 1998
Associates of Applied Science, Medical Assistant Admin.
Mallory Campbell Mallory Campbell's Fidelity Investments Experience May 2012 - September 2012
Job Personnel Security Professional: Specializing in Organization and Accuracy of Records and Procedures
Industry Security and Investigations
Experience
Imperative Information Group August 2014 - Present
Fidelity Investments May 2012 - September 2012
US Navy January 2005 - January 2011
Skills
Military, Military Experience, Security Clearance, Military Operations, Navy, Operational Planning, DoD, Command, National Security, Force Protection, Weapons, Top Secret, Military Training, Information Assurance, Intelligence Analysis, Customer Service, Personnel Security, Physical Security, Program Management, Database Administration, Data Entry, Attendance Management, Loyal, Organization
Education
University of North Texas 2011 — 2014
Bachelor of Arts (B.A.), Political science
American Public University System 2008 — 2010
Associate of Arts (AA), General Studies
Imperative Information Group August 2014 - Present
Fidelity Investments May 2012 - September 2012
US Navy January 2005 - January 2011
Skills
Military, Military Experience, Security Clearance, Military Operations, Navy, Operational Planning, DoD, Command, National Security, Force Protection, Weapons, Top Secret, Military Training, Information Assurance, Intelligence Analysis, Customer Service, Personnel Security, Physical Security, Program Management, Database Administration, Data Entry, Attendance Management, Loyal, Organization
Education
University of North Texas 2011 — 2014
Bachelor of Arts (B.A.), Political science
American Public University System 2008 — 2010
Associate of Arts (AA), General Studies
Kara Healey Kara Healey's Fidelity Investments Experience January 1995 - January 1997
Job Sales at John Wiley & Sons, Inc
Industry Publishing
Experience
Pearson March 2014 - Present
John Wiley & Sons, Inc January 2007 - June 2013
John Wiley and Sons, Inc January 2007 - June 2013
Adelman Travel Group August 2004 - November 2006
Royal Canin April 2003 - August 2004
United Communications Group January 2000 - March 2003
Norwest Financial Hawaii, Inc January 1998 - January 2000
Henry Schein (formerly Sullivan-Schein Dental Supply) January 1997 - January 1998
Fidelity Investments January 1995 - January 1997
Skills
Sales Operations, Training, Account Management, Sales, New Business Development, Sales Management, Salesforce.com, Negotiation, Strategic Planning, Lead Generation, CRM, Sales Presentations, Solution Selling, Cold Calling, Customer Service, Trade Shows, Forecasting, Building Relationships, B2B, Social Networking, Customer Retention, Publishing, Management
Education
CNI 2004 — 2005
Certificate/Diploma, Massage Therapy
John E. Reid Institute 1996 — 1996
Certificate, Interviewing and Integrity
American International College
Bachelors of Science degree, Criminal Justice
Western New England College
N/A
Pearson March 2014 - Present
John Wiley & Sons, Inc January 2007 - June 2013
John Wiley and Sons, Inc January 2007 - June 2013
Adelman Travel Group August 2004 - November 2006
Royal Canin April 2003 - August 2004
United Communications Group January 2000 - March 2003
Norwest Financial Hawaii, Inc January 1998 - January 2000
Henry Schein (formerly Sullivan-Schein Dental Supply) January 1997 - January 1998
Fidelity Investments January 1995 - January 1997
Skills
Sales Operations, Training, Account Management, Sales, New Business Development, Sales Management, Salesforce.com, Negotiation, Strategic Planning, Lead Generation, CRM, Sales Presentations, Solution Selling, Cold Calling, Customer Service, Trade Shows, Forecasting, Building Relationships, B2B, Social Networking, Customer Retention, Publishing, Management
Education
CNI 2004 — 2005
Certificate/Diploma, Massage Therapy
John E. Reid Institute 1996 — 1996
Certificate, Interviewing and Integrity
American International College
Bachelors of Science degree, Criminal Justice
Western New England College
N/A
Sherman Towsley's Fidelity Investments Experience June 2007 - February 2009
Job Sales at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems April 2013 - Present
Trust Company of America April 2009 - January 2011
Fidelity Investments June 2007 - February 2009
Xelor Software June 2006 - November 2006
Dimension Data 2000 - 2006
Skills
Strategy, Business Strategy, Marketing Strategy, Business Development, Leadership, Sales Operations, Professional Services, Management, Account Management, Cloud Computing, Business Planning, Sales, Team Leadership, Sales Management
Education
Northeastern University - Graduate School of Business Administration 2006 — 2007
Masters in Business Management
American International College 1993 — 1995
science, business administration
Certified Sales Coach and Lecturer, BOSUN COACHING
Master of Business, Business Management
Cisco Systems April 2013 - Present
Trust Company of America April 2009 - January 2011
Fidelity Investments June 2007 - February 2009
Xelor Software June 2006 - November 2006
Dimension Data 2000 - 2006
Skills
Strategy, Business Strategy, Marketing Strategy, Business Development, Leadership, Sales Operations, Professional Services, Management, Account Management, Cloud Computing, Business Planning, Sales, Team Leadership, Sales Management
Education
Northeastern University - Graduate School of Business Administration 2006 — 2007
Masters in Business Management
American International College 1993 — 1995
science, business administration
Certified Sales Coach and Lecturer, BOSUN COACHING
Master of Business, Business Management
Betty- Alison Moore Ford Betty- Alison Moore Ford's Fidelity Investments Experience January 2006 - June 2008
Job Executive Recruiter at Gecko Hospitality
Industry Restaurants
Experience
Gecko Hospitality April 2014 - Present
Rodan and Fields Dermatologists July 2013 - Present
TGI Fridays March 2010 - April 2014
Circuit City July 2008 - March 2009
Fidelity Investments January 2006 - June 2008
TGI Fridays 2003 - 2006
Target 1996 - 1999
Skills
Certified Internet..., Certified Diversity..., Advanced Certified..., Recruiting, Hiring, Interviews, Hospitality, Leadership, Customer Service, Food, Customer Satisfaction, Microsoft Office, Social Networking, Team Leadership, Microsoft Excel, Human Resources
Education
American University
MS, HRM
James Madison University
BS, Physical Education- Sports Management
Robert E Lee High School
Gecko Hospitality April 2014 - Present
Rodan and Fields Dermatologists July 2013 - Present
TGI Fridays March 2010 - April 2014
Circuit City July 2008 - March 2009
Fidelity Investments January 2006 - June 2008
TGI Fridays 2003 - 2006
Target 1996 - 1999
Skills
Certified Internet..., Certified Diversity..., Advanced Certified..., Recruiting, Hiring, Interviews, Hospitality, Leadership, Customer Service, Food, Customer Satisfaction, Microsoft Office, Social Networking, Team Leadership, Microsoft Excel, Human Resources
Education
American University
MS, HRM
James Madison University
BS, Physical Education- Sports Management
Robert E Lee High School
Keli Trejo: Executive Launch and Reboot Keli Trejo: Executive Launch and Reboot's Fidelity Investments Experience 2003 - 2008
Job Executive Coach and Team Optimizer
Industry Management Consulting
Experience
Executive Launch and Reboot 2008 - Present
Citizens Bank August 2010 - April 2012
Lee Hecht Harrison February 2010 - August 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1993 - 2000
Ernst & Young 1991 - 1993
Skills
Executive Coaching, Leadership Development, Change Management, Strategic Planning, Process Redesign, Team Leadership, Team Management, Teamwork, Team Facilitation, Team Building, Virtual Teams, Organizational..., Organizational..., Organizational Design, Workshop Facilitation, Start-up Environment, High Tech, Investment Management, Career Development, Succession Planning, Business Strategy, Employee Engagement, Talent Management, Recruiting, Coaching, Workforce Planning, Leadership
Education
The Coaches Training Institute (CTI) 2005 — 2006
CPCC, Certified Professional Co-Active Coach
American University 1999 — 2001
MSOD, Organization Development
Wellesley College 1987 — 1991
BA, Architecture and French
Executive Launch and Reboot 2008 - Present
Citizens Bank August 2010 - April 2012
Lee Hecht Harrison February 2010 - August 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1993 - 2000
Ernst & Young 1991 - 1993
Skills
Executive Coaching, Leadership Development, Change Management, Strategic Planning, Process Redesign, Team Leadership, Team Management, Teamwork, Team Facilitation, Team Building, Virtual Teams, Organizational..., Organizational..., Organizational Design, Workshop Facilitation, Start-up Environment, High Tech, Investment Management, Career Development, Succession Planning, Business Strategy, Employee Engagement, Talent Management, Recruiting, Coaching, Workforce Planning, Leadership
Education
The Coaches Training Institute (CTI) 2005 — 2006
CPCC, Certified Professional Co-Active Coach
American University 1999 — 2001
MSOD, Organization Development
Wellesley College 1987 — 1991
BA, Architecture and French
Sandra McGarry Sandra McGarry's Fidelity Investments Experience January 2014 - Present
Job Happily employed
Industry Information Technology and Services
Experience
Fidelity Investments January 2014 - Present
Acclaim Telecom Services November 1999 - June 2013
Skills
Computer Hardware, Microsoft Office, Software Development, Troubleshooting, Telecommunications, SQL, IVR, Team Leadership, Microsoft Excel, Access, SaaS, Databases, Integration, Security, Call Centers, Windows, Hardware, Unified Communications, Enterprise Software, Vendor Management, SIP, Wireless, Servers, XML, Testing, Visio, Software Installation, C#, Visual Studio, Programming, Professional Services, Help Desk Support, CRM, Crystal Reports, Information Technology, System Deployment, Business Analysis
Education
American InterContinental University 2013 — 2016
Bachelor's of Information Technology, Computer and Information Systems Security/Information Assurance, 4.0
Babbel.com 2010 — 2013
Language Fluency, Spanish, Italian
Sam Houston State University 1982 — 1983
Business Administration and Management, General, 3.0
Fidelity Investments January 2014 - Present
Acclaim Telecom Services November 1999 - June 2013
Skills
Computer Hardware, Microsoft Office, Software Development, Troubleshooting, Telecommunications, SQL, IVR, Team Leadership, Microsoft Excel, Access, SaaS, Databases, Integration, Security, Call Centers, Windows, Hardware, Unified Communications, Enterprise Software, Vendor Management, SIP, Wireless, Servers, XML, Testing, Visio, Software Installation, C#, Visual Studio, Programming, Professional Services, Help Desk Support, CRM, Crystal Reports, Information Technology, System Deployment, Business Analysis
Education
American InterContinental University 2013 — 2016
Bachelor's of Information Technology, Computer and Information Systems Security/Information Assurance, 4.0
Babbel.com 2010 — 2013
Language Fluency, Spanish, Italian
Sam Houston State University 1982 — 1983
Business Administration and Management, General, 3.0
Pamela Walsh Pamela Walsh's Fidelity Investments Experience November 1993 - August 1996
Job UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2013 - Present
Morgan Stanley Smith Barney LLC May 2006 - February 2013
Center For Oral & Facial Enhancements November 2004 - May 2006
SunTrust October 1998 - November 2004
MetLife October 1996 - October 1998
Fidelity Investments November 1993 - August 1996
Computer Service Group May 1993 - October 1993
Education
New Kent High School 1976 — 1981
American InterContinental University
BS, Criminal Justice
UBS Financial Services, Inc. February 2013 - Present
Morgan Stanley Smith Barney LLC May 2006 - February 2013
Center For Oral & Facial Enhancements November 2004 - May 2006
SunTrust October 1998 - November 2004
MetLife October 1996 - October 1998
Fidelity Investments November 1993 - August 1996
Computer Service Group May 1993 - October 1993
Education
New Kent High School 1976 — 1981
American InterContinental University
BS, Criminal Justice
Jonathan Cronk PMP, PMI-ACP Jonathan Cronk PMP, PMI-ACP's Fidelity Investments Experience 2007 - 2014
Job Experienced project and program leader.
Industry Information Technology and Services
Experience
Vantiv 2014 - 2015
Fidelity Investments 2007 - 2014
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Veritude 1995 - 1996
Skills
SDLC, Software Project..., Requirements Analysis, PMP, Agile Methodologies, Business Analysis, Process Improvement, Vendor Management, PMO, Project Portfolio..., Requirements Gathering, Program Management, Project Management, Agile Project Management, Project Delivery, Enterprise Architecture
Education
Northeastern University 2013 — 2015
Bachelor's of Science in Leadership, Organizational Leadership
Villanova University 2013 — 2013
Master Certificate Six Sigma in Information Technology, Lean Six Sigma Black Belt
Clark University 1996 — 2000
Computer Science
American University 1994 — 1995
Political Science
Vantiv 2014 - 2015
Fidelity Investments 2007 - 2014
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Veritude 1995 - 1996
Skills
SDLC, Software Project..., Requirements Analysis, PMP, Agile Methodologies, Business Analysis, Process Improvement, Vendor Management, PMO, Project Portfolio..., Requirements Gathering, Program Management, Project Management, Agile Project Management, Project Delivery, Enterprise Architecture
Education
Northeastern University 2013 — 2015
Bachelor's of Science in Leadership, Organizational Leadership
Villanova University 2013 — 2013
Master Certificate Six Sigma in Information Technology, Lean Six Sigma Black Belt
Clark University 1996 — 2000
Computer Science
American University 1994 — 1995
Political Science
Tracey MacLellan Tracey MacLellan's Fidelity Investments Experience March 1999 - September 2000
Job Senior Marketing Specialist at AIG
Industry Insurance
Experience
AIG August 2012 - Present
Dwight Asset Management February 2003 - July 2012
Lionbridge Technologies September 2000 - January 2003
Fidelity Investments March 1999 - September 2000
Vanguard Group January 1998 - February 1999
Putnam Investments September 1996 - November 1997
Skills
Adobe Creative Suite, MS Office Suite, RFP preparation, Writing..., CRM software, Presentation Development, Sales Presentations, Customer Presentations, Editing, MS Project, Fixed Income Products, Stable Value, eVestment Database, Zephyr StyleAdvisor, RFP Machine, PowerPoint, Time Management, Meeting Deadlines, RFP, Microsoft Office, Leadership, Social Media, Project Management, Business Development, New Business Development, Marketing Communications, CRM, Social Media Marketing, Asset Managment, Fixed Income, Strategic Planning, Insurance, Microsoft Excel, Risk Management, Investments, Analysis, Financial Analysis, Microsoft Word, Project Planning, Outlook, Team Leadership, Proposal Writing, Marketing Strategy, Financial Services, Data Analysis, Marketing, Asset Management, Salesforce.com, Training, Budgets
Education
American University
BA, International Relations
AIG August 2012 - Present
Dwight Asset Management February 2003 - July 2012
Lionbridge Technologies September 2000 - January 2003
Fidelity Investments March 1999 - September 2000
Vanguard Group January 1998 - February 1999
Putnam Investments September 1996 - November 1997
Skills
Adobe Creative Suite, MS Office Suite, RFP preparation, Writing..., CRM software, Presentation Development, Sales Presentations, Customer Presentations, Editing, MS Project, Fixed Income Products, Stable Value, eVestment Database, Zephyr StyleAdvisor, RFP Machine, PowerPoint, Time Management, Meeting Deadlines, RFP, Microsoft Office, Leadership, Social Media, Project Management, Business Development, New Business Development, Marketing Communications, CRM, Social Media Marketing, Asset Managment, Fixed Income, Strategic Planning, Insurance, Microsoft Excel, Risk Management, Investments, Analysis, Financial Analysis, Microsoft Word, Project Planning, Outlook, Team Leadership, Proposal Writing, Marketing Strategy, Financial Services, Data Analysis, Marketing, Asset Management, Salesforce.com, Training, Budgets
Education
American University
BA, International Relations
Steven Hawes's Fidelity Investments Experience 2007 - 2012
Job Head of Online Services at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance 2013 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2001 - 2007
Inc. Magazine 2001 - 2002
Skills
Strategic Planning, Product Management, eCommerce, Project Management, Interactive Marketing, Information Technology, User Experience Design, Web Development, Marketing, Digital Distribution, Social Media, Analytics, Budgeting, Execution, Requirement Definition, Technology..., Business Partner..., Communication Skills, Presentation Skills, Team Leadership, E-commerce, Budgets, Digital Strategy, Investments, Leadership, Relationship Management, Strategy, Program Management, Web Analytics, Business Intelligence, Executive Management, Management, Mutual Funds, User Experience
Education
American University
BA, International Relations
Northeastern University
MBA, Technology
Liberty Mutual Insurance 2013 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2001 - 2007
Inc. Magazine 2001 - 2002
Skills
Strategic Planning, Product Management, eCommerce, Project Management, Interactive Marketing, Information Technology, User Experience Design, Web Development, Marketing, Digital Distribution, Social Media, Analytics, Budgeting, Execution, Requirement Definition, Technology..., Business Partner..., Communication Skills, Presentation Skills, Team Leadership, E-commerce, Budgets, Digital Strategy, Investments, Leadership, Relationship Management, Strategy, Program Management, Web Analytics, Business Intelligence, Executive Management, Management, Mutual Funds, User Experience
Education
American University
BA, International Relations
Northeastern University
MBA, Technology
Jae Junkunc Jae Junkunc's Fidelity Investments Experience April 2002 - June 2003
Job Strategy and innovation thoughtleader
Industry Financial Services
Experience
MassMutual Financial Group May 2014 - Present
TEDxSpringfield December 2012 - Present
MassMutual Financial Group December 2013 - May 2014
MassMutual Financial Group July 2009 - December 2013
MassMutual January 2009 - July 2009
MassMutual March 2008 - December 2008
MassMutual Financial Services September 2007 - March 2008
OppenheimerFunds 2006 - 2007
Bostonian Group June 2003 - June 2004
Fidelity Investments April 2002 - June 2003
Skills
Business Strategy, Enterprise Risk..., Risk Management, Operations Management, Non-profits, Corporate Benefits, Mutual Funds, Qualified Retirement..., Leadership, Strategy, Health Insurance, Retirement, Nonprofits, Policy, Financial Analysis, Employee Benefits, CRM, Vendor Management, Management, Executive Management, Product Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Corporate Strategy
American University 1992 — 1996
BA, Justice
Westlake High School 1989 — 1992
MassMutual Financial Group May 2014 - Present
TEDxSpringfield December 2012 - Present
MassMutual Financial Group December 2013 - May 2014
MassMutual Financial Group July 2009 - December 2013
MassMutual January 2009 - July 2009
MassMutual March 2008 - December 2008
MassMutual Financial Services September 2007 - March 2008
OppenheimerFunds 2006 - 2007
Bostonian Group June 2003 - June 2004
Fidelity Investments April 2002 - June 2003
Skills
Business Strategy, Enterprise Risk..., Risk Management, Operations Management, Non-profits, Corporate Benefits, Mutual Funds, Qualified Retirement..., Leadership, Strategy, Health Insurance, Retirement, Nonprofits, Policy, Financial Analysis, Employee Benefits, CRM, Vendor Management, Management, Executive Management, Product Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Corporate Strategy
American University 1992 — 1996
BA, Justice
Westlake High School 1989 — 1992
Shannon Dalton Giordano Shannon Dalton Giordano's Fidelity Investments Experience March 2011 - August 2013
Job President & Founder, Serendipity Social Media, Inc
Industry Marketing and Advertising
Experience
Serendipity Social Media, Inc. February 2012 - Present
Fertility Planit 2011 - 2014
Fidelity Investments March 2011 - August 2013
Portfolio Advisory Services, Fidelity Investments July 2006 - March 2011
Fidelity Investments April 1999 - July 2006
Development Alternatives June 1997 - April 1999
Skills
Financial Services, Product Management, Project Management, Business Analysis, Program Management, Leadership, Strategic Planning, Relationship Management, New Business Development, Management, Change Management, Start-ups, Strategy, Entrepreneurship, Analytics, Email Marketing, Social Media, Business Development, CRM, Sales, Product Development, Marketing, Online Marketing, Digital Marketing, Social Media Marketing, Brand Development, Social Networking
Education
American University
MA
Mount Holyoke College
BA
University of Nottingham
East Bridgewater High School
Serendipity Social Media, Inc. February 2012 - Present
Fertility Planit 2011 - 2014
Fidelity Investments March 2011 - August 2013
Portfolio Advisory Services, Fidelity Investments July 2006 - March 2011
Fidelity Investments April 1999 - July 2006
Development Alternatives June 1997 - April 1999
Skills
Financial Services, Product Management, Project Management, Business Analysis, Program Management, Leadership, Strategic Planning, Relationship Management, New Business Development, Management, Change Management, Start-ups, Strategy, Entrepreneurship, Analytics, Email Marketing, Social Media, Business Development, CRM, Sales, Product Development, Marketing, Online Marketing, Digital Marketing, Social Media Marketing, Brand Development, Social Networking
Education
American University
MA
Mount Holyoke College
BA
University of Nottingham
East Bridgewater High School
Lou Maiuri's Fidelity Investments Experience 2004 - 2006
Job Executive Vice President Global Exchange / Investment Management Services at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street November 2013 - July 2015
BNY Mellon May 2009 - October 2013
Eagle Investment Systems November 2006 - October 2013
Fidelity Investments 2004 - 2006
Eagle Investment Systems March 1996 - August 2004
State Street Corporation 1989 - 1994
Skills
Mutual Funds, Securities, Back Office, Fixed Income, Asset Managment, Equities, Hedge Funds, Financial Services, Alternative Investments, Derivatives, Trading Systems, Corporate Actions, Portfolio Management, Investments, Middle Office, Investment Management, Financial Markets, Capital Markets, Bonds, Asset Management, Trading, FX Options, Bloomberg, Fund Accounting
Education
American International College 1982 — 1986
State Street July 2015 - Present
State Street November 2013 - July 2015
BNY Mellon May 2009 - October 2013
Eagle Investment Systems November 2006 - October 2013
Fidelity Investments 2004 - 2006
Eagle Investment Systems March 1996 - August 2004
State Street Corporation 1989 - 1994
Skills
Mutual Funds, Securities, Back Office, Fixed Income, Asset Managment, Equities, Hedge Funds, Financial Services, Alternative Investments, Derivatives, Trading Systems, Corporate Actions, Portfolio Management, Investments, Middle Office, Investment Management, Financial Markets, Capital Markets, Bonds, Asset Management, Trading, FX Options, Bloomberg, Fund Accounting
Education
American International College 1982 — 1986
Bob Wapelhorst Bob Wapelhorst's Fidelity Investments Experience September 2004 - Present
Job Consistently Succesful Sales Professional
Industry Marketing and Advertising
Experience
Fidelity Investments September 2004 - Present
Oracle March 2004 - September 2004
SAP America 1994 - 2004
Basic Four 1980 - 1994
Burroughs Corporation 1978 - 1980
Skills
Sales Process, SAP, Customer Relations, New Business Development, Enterprise Software, Account Management, Sales Management, Team Leadership, SaaS, Consultative Selling, Negotiation, ERP, Team Building, Professional Services, Management, Selling, Start-ups, Salesforce.com, Process Improvement, Customer Service, Solution Selling, Program Management, Cross-functional Team..., Direct Sales, Sales Operations, Business Strategy, Sales, CRM, Management Consulting, Product Management, Business Analysis, Business Development, Strategic Partnerships, Business Intelligence, Strategy, Strategic Planning
Education
Fordham University 1974 — 1977
BS, Double Major Economics and Accounting
American University 1973 — 1974
Fordham Prepatory High School 1969 — 1973
H.S. Diploma, College Preparatory
Fordham University - Graduate School of Business Administration
Bachelor of Science, Economics
Fidelity Investments September 2004 - Present
Oracle March 2004 - September 2004
SAP America 1994 - 2004
Basic Four 1980 - 1994
Burroughs Corporation 1978 - 1980
Skills
Sales Process, SAP, Customer Relations, New Business Development, Enterprise Software, Account Management, Sales Management, Team Leadership, SaaS, Consultative Selling, Negotiation, ERP, Team Building, Professional Services, Management, Selling, Start-ups, Salesforce.com, Process Improvement, Customer Service, Solution Selling, Program Management, Cross-functional Team..., Direct Sales, Sales Operations, Business Strategy, Sales, CRM, Management Consulting, Product Management, Business Analysis, Business Development, Strategic Partnerships, Business Intelligence, Strategy, Strategic Planning
Education
Fordham University 1974 — 1977
BS, Double Major Economics and Accounting
American University 1973 — 1974
Fordham Prepatory High School 1969 — 1973
H.S. Diploma, College Preparatory
Fordham University - Graduate School of Business Administration
Bachelor of Science, Economics
Andrew Dietrich Andrew Dietrich's Fidelity Investments Experience May 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments 2008 - 2009
Ameriprise Financial Services, Inc. 2005 - 2008
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Financial Planning, Retirement Planning
Education
Boston University Questrom School of Business
Master of Business Administration (MBA)
American University
Bachelor of Science, Business Administration, Enterprise Management
CERAM Sophia Antipolis
International Business Studies
Fidelity Investments May 2012 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments 2008 - 2009
Ameriprise Financial Services, Inc. 2005 - 2008
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Financial Planning, Retirement Planning
Education
Boston University Questrom School of Business
Master of Business Administration (MBA)
American University
Bachelor of Science, Business Administration, Enterprise Management
CERAM Sophia Antipolis
International Business Studies
Jason Lesko's Fidelity Investments Experience September 2011 - Present
Job Senior Manager Corporate Actions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments October 2009 - September 2011
Fidelity Investments August 2008 - October 2009
Fidelity Investments October 2006 - August 2008
Fidelity Investments August 2005 - October 2006
Fidelity Investments January 2005 - August 2005
Fidelity Investments March 2004 - January 2005
Fidelity Investments September 2002 - March 2004
J. Jill May 1999 - September 2002
Skills
Corporate Actions, Letters of Credit, Payroll Analysis, General Ledger Analysis, Bankrupcy/Reoganization..., Complex Corporate..., Six Sigma, LEAN, Management, Investments, Global Custody, General Ledger, Financial Services, Accounting, Bloomberg, Finance, Software Documentation, Lean Manufacturing, Fixed Income, Process Improvement, Mutual Funds, Financial Analysis
Education
American International College 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments September 2011 - Present
Fidelity Investments October 2009 - September 2011
Fidelity Investments August 2008 - October 2009
Fidelity Investments October 2006 - August 2008
Fidelity Investments August 2005 - October 2006
Fidelity Investments January 2005 - August 2005
Fidelity Investments March 2004 - January 2005
Fidelity Investments September 2002 - March 2004
J. Jill May 1999 - September 2002
Skills
Corporate Actions, Letters of Credit, Payroll Analysis, General Ledger Analysis, Bankrupcy/Reoganization..., Complex Corporate..., Six Sigma, LEAN, Management, Investments, Global Custody, General Ledger, Financial Services, Accounting, Bloomberg, Finance, Software Documentation, Lean Manufacturing, Fixed Income, Process Improvement, Mutual Funds, Financial Analysis
Education
American International College 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Ben Silver Ben Silver's Fidelity Investments Experience August 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments February 2014 - August 2015
Fidelity Investments January 2012 - February 2014
Radian Group June 2011 - January 2012
Bank of America Merrill Lynch September 2010 - December 2010
Tubos Y Plumeria del Norte January 2010 - May 2010
SLL Securities June 2005 - August 2005
Skills
Equities
Education
American University 2007 — 2011
BSBA, Business Administration: Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey
Fidelity Investments August 2015 - Present
Fidelity Investments February 2014 - August 2015
Fidelity Investments January 2012 - February 2014
Radian Group June 2011 - January 2012
Bank of America Merrill Lynch September 2010 - December 2010
Tubos Y Plumeria del Norte January 2010 - May 2010
SLL Securities June 2005 - August 2005
Skills
Equities
Education
American University 2007 — 2011
BSBA, Business Administration: Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey
Rachael Crampton's Fidelity Investments Experience March 2001 - July 2004
Job Senior Associate, Business Analytics at Avalara
Industry Internet
Experience
Avalara October 2013 - Present
Community Attributes July 2011 - October 2013
MIT Enterprise Forum of the Northwest June 2011 - August 2012
WiseChoice Brands, LLC December 2008 - June 2011
Fidelity Investments March 2001 - July 2004
Global Insight June 2000 - February 2001
Global Insight November 1999 - February 2001
Global Insight 1997 - 1999
Metropolitan Area Planning Council March 1995 - August 1997
Skills
Research, Business Intelligence, Predictive Modeling, Predictive Analytics, Econometrics, Economics, Data Analysis, Data Mining, Analytics, Factor Analysis, Linear Regression, Optimization, Linear Programming, Decision Trees, ANOVA, Time Series Analysis, Excel, SQL, T-SQL, SQL Server, MySQL, R, SPSS, SugarCRM, Tableau, Google Analytics, Salesforce.com..., Analysis, Competitive Intelligence, Macroeconomics, Python, CRM, Databases, Statistics, Financial Modeling, Microsoft SQL Server, Data Visualization, Data Warehousing, Web Analytics
Education
American University
BA, Economics and International Studies
Boston University
MA, Economics
Avalara October 2013 - Present
Community Attributes July 2011 - October 2013
MIT Enterprise Forum of the Northwest June 2011 - August 2012
WiseChoice Brands, LLC December 2008 - June 2011
Fidelity Investments March 2001 - July 2004
Global Insight June 2000 - February 2001
Global Insight November 1999 - February 2001
Global Insight 1997 - 1999
Metropolitan Area Planning Council March 1995 - August 1997
Skills
Research, Business Intelligence, Predictive Modeling, Predictive Analytics, Econometrics, Economics, Data Analysis, Data Mining, Analytics, Factor Analysis, Linear Regression, Optimization, Linear Programming, Decision Trees, ANOVA, Time Series Analysis, Excel, SQL, T-SQL, SQL Server, MySQL, R, SPSS, SugarCRM, Tableau, Google Analytics, Salesforce.com..., Analysis, Competitive Intelligence, Macroeconomics, Python, CRM, Databases, Statistics, Financial Modeling, Microsoft SQL Server, Data Visualization, Data Warehousing, Web Analytics
Education
American University
BA, Economics and International Studies
Boston University
MA, Economics
Durbin Wells Durbin Wells's Fidelity Investments Experience April 2004 - June 2008
Job Marketing / Sales Support / Client Services Pro. Excellent interpersonal skills and attention to detail.
Industry Financial Services
Experience
LHH Alumni Job Search Work Team January 2012 - June 2013
Enterprise Rent-A-Car November 2009 - December 2011
Fidelity Investments April 2004 - June 2008
Fidelity Investments June 1998 - April 2004
New York Life June 1986 - November 1997
The Black Pearl 1975 - 1986
Skills
Customer Service, Insurance, Customer Relations, Process Improvement, Consultative Selling, Direct Marketing, Sales Support, Inside Sales, Direct Sales, Client Service, Client Retention, Client Relationship..., Database Administration, Administration, Attention To Detail, Team Building, Team Management, Mentoring, Proofreading, Financial Services, Sales Operations, CRM, Customer Retention, Selling, Sales, System Administration, Management, Account Management, Sales Management, New Business Development, Marketing, Training, Strategic Planning, Sales Process, Leadership Development, Coaching, Negotiation, Client Services, Customer Satisfaction, Employee Benefits, Time Management
Education
Amherst College 1965 — 1969
BA, American Studies
LHH Alumni Job Search Work Team January 2012 - June 2013
Enterprise Rent-A-Car November 2009 - December 2011
Fidelity Investments April 2004 - June 2008
Fidelity Investments June 1998 - April 2004
New York Life June 1986 - November 1997
The Black Pearl 1975 - 1986
Skills
Customer Service, Insurance, Customer Relations, Process Improvement, Consultative Selling, Direct Marketing, Sales Support, Inside Sales, Direct Sales, Client Service, Client Retention, Client Relationship..., Database Administration, Administration, Attention To Detail, Team Building, Team Management, Mentoring, Proofreading, Financial Services, Sales Operations, CRM, Customer Retention, Selling, Sales, System Administration, Management, Account Management, Sales Management, New Business Development, Marketing, Training, Strategic Planning, Sales Process, Leadership Development, Coaching, Negotiation, Client Services, Customer Satisfaction, Employee Benefits, Time Management
Education
Amherst College 1965 — 1969
BA, American Studies
Anthony Forman Anthony Forman's Fidelity Investments Experience June 2008 - October 2013
Job Network Engineer at Engineered Control Solutions
Industry Information Technology and Services
Experience
Engineered Control Solutions May 2014 - Present
Datrose March 2014 - May 2014
Fidelity Investments June 2008 - October 2013
Fidelity Investments October 2000 - June 2008
Lighthouse School September 1993 - August 1999
Skills
Vendor Management, Business Analysis, Process Improvement, Financial Services, Call Centers, SDLC, Project Management, Visio, Risk Management, Disaster Recovery, Program Management, Management, Relationship Management, Data Analysis, Team Leadership, Mutual Funds, Change Management, Call Center, Customer Service, Business Process...
Education
New Hampshire Technical Institute 2004 — 2006
Associate's degree, networking
American International College 1987 — 1991
Economics
Greater Lowell Technical School 1983 — 1987
High School Diploma, Construction
Engineered Control Solutions May 2014 - Present
Datrose March 2014 - May 2014
Fidelity Investments June 2008 - October 2013
Fidelity Investments October 2000 - June 2008
Lighthouse School September 1993 - August 1999
Skills
Vendor Management, Business Analysis, Process Improvement, Financial Services, Call Centers, SDLC, Project Management, Visio, Risk Management, Disaster Recovery, Program Management, Management, Relationship Management, Data Analysis, Team Leadership, Mutual Funds, Change Management, Call Center, Customer Service, Business Process...
Education
New Hampshire Technical Institute 2004 — 2006
Associate's degree, networking
American International College 1987 — 1991
Economics
Greater Lowell Technical School 1983 — 1987
High School Diploma, Construction
Sandy Marotte Sandy Marotte's Fidelity Investments Experience January 2005 - January 2007
Job Certified MA at Nashua Pediatrics
Industry Medical Practice
Experience
Nashua Pediatrics 2011 - Present
Merrimack Urology October 2009 - October 2011
Scribe Software January 2008 - October 2009
Johnson O'Hare January 2007 - January 2008
Fidelity Investments January 2005 - January 2007
Geac 1995 - 2005
Skills
EKG, Nursing, Patient Education, Injectable, Urgent Care, Triage, Quality Patient Care
Education
Rivier College 2013 — 2018
Bachelor's degree, Registered Nursing/Registered Nurse
American International College 2008 — 2009
Certified in Clinical Medical Assisting, EKG Tech, Phlebotomist
Northshore Community College 1979 — 1981
Associate of Science (A.S.), Law Enforcement
Nashua Pediatrics 2011 - Present
Merrimack Urology October 2009 - October 2011
Scribe Software January 2008 - October 2009
Johnson O'Hare January 2007 - January 2008
Fidelity Investments January 2005 - January 2007
Geac 1995 - 2005
Skills
EKG, Nursing, Patient Education, Injectable, Urgent Care, Triage, Quality Patient Care
Education
Rivier College 2013 — 2018
Bachelor's degree, Registered Nursing/Registered Nurse
American International College 2008 — 2009
Certified in Clinical Medical Assisting, EKG Tech, Phlebotomist
Northshore Community College 1979 — 1981
Associate of Science (A.S.), Law Enforcement
Greg Danford Greg Danford's Fidelity Investments Experience March 2011 - Present
Job Senior Content Strategist at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2011 - Present
DANFORD CONTENT STRATEGY October 1993 - Present
Razorfish 2004 - 2009
KAUFMANN, ALSBERG & CO August 1988 - August 1989
KAUFMANN, ALSBERG & CO August 1988 - August 1989
Kaufmann, Alsberg & Co. February 1986 - August 1988
Skills
Content Management, Marketing, Brand Management, Advertising, Strategy, Press Releases, Digital Strategy, Digital Marketing, Creative Direction, Integrated Marketing, Social Media, Web Analytics, Digital Media, Content Strategy, Online Advertising, Social Media Marketing, SEM, Email Marketing, Copywriting, SEO, Online Marketing, Marketing Strategy, Marketing Communications, Interactive Marketing, Information Architecture, Content Development, E-commerce, Analytics, User Experience
Education
Middlebury College 1981 — 1985
B.A, Political Science
Middlebury College 1981 — 1985
B.A, Political Science
American University 1983 — 1983
American University 1983 — 1983
Fidelity Investments March 2011 - Present
DANFORD CONTENT STRATEGY October 1993 - Present
Razorfish 2004 - 2009
KAUFMANN, ALSBERG & CO August 1988 - August 1989
KAUFMANN, ALSBERG & CO August 1988 - August 1989
Kaufmann, Alsberg & Co. February 1986 - August 1988
Skills
Content Management, Marketing, Brand Management, Advertising, Strategy, Press Releases, Digital Strategy, Digital Marketing, Creative Direction, Integrated Marketing, Social Media, Web Analytics, Digital Media, Content Strategy, Online Advertising, Social Media Marketing, SEM, Email Marketing, Copywriting, SEO, Online Marketing, Marketing Strategy, Marketing Communications, Interactive Marketing, Information Architecture, Content Development, E-commerce, Analytics, User Experience
Education
Middlebury College 1981 — 1985
B.A, Political Science
Middlebury College 1981 — 1985
B.A, Political Science
American University 1983 — 1983
American University 1983 — 1983
Megan Deschenes's Fidelity Investments Experience May 2008 - August 2008
Job Budget Analyst at Worcester Public Schools
Industry Financial Services
Experience
Worcester Public Schools Finance & Operations November 2012 - Present
State Street June 2011 - November 2012
Boston Scientific August 2010 - December 2010
US Securities and Exchange Commission June 2010 - August 2010
Worcester Public Schools August 2004 - June 2010
Law Offices of James S. Aven January 2010 - May 2010
Fidelity Investments May 2008 - August 2008
Skills
Accounting, Analysis, Financial Analysis, Financial Statements, Account Reconciliation, Budgets, Management, Public Speaking, Microsoft Excel, Finance, Financial Reporting
Education
Assumption College 2014 — 2017
Master of Business Administration (M.B.A.), Accounting and Finance
Stonehill College 2007 — 2011
Bachelor of Science (B.S.), Economics
American University 2010 — 2010
Economic Policy
CFA Institute
Candidate for Level 1 Exam
Worcester Public Schools Finance & Operations November 2012 - Present
State Street June 2011 - November 2012
Boston Scientific August 2010 - December 2010
US Securities and Exchange Commission June 2010 - August 2010
Worcester Public Schools August 2004 - June 2010
Law Offices of James S. Aven January 2010 - May 2010
Fidelity Investments May 2008 - August 2008
Skills
Accounting, Analysis, Financial Analysis, Financial Statements, Account Reconciliation, Budgets, Management, Public Speaking, Microsoft Excel, Finance, Financial Reporting
Education
Assumption College 2014 — 2017
Master of Business Administration (M.B.A.), Accounting and Finance
Stonehill College 2007 — 2011
Bachelor of Science (B.S.), Economics
American University 2010 — 2010
Economic Policy
CFA Institute
Candidate for Level 1 Exam
Karen Hinsdale Karen Hinsdale's Fidelity Investments Experience August 2006 - December 2007
Job Director of Corporate Exchange Outsource Delivery
Industry Outsourcing/Offshoring
Experience
Aon Hewitt May 2013 - Present
GlaxoSmithKline (as a Contractor through ZeroChaos) March 2012 - June 2013
PNC (formerly RBC Bank) August 2011 - March 2012
GlaxoSmithKline November 2009 - June 2011
GSK February 2009 - November 2009
GlaxoSmithKline November 2008 - February 2009
GlaxoSmithKline June 2008 - November 2008
Fidelity Investments August 2006 - December 2007
USA Mobility February 1999 - August 2006
Skills
Problem Solving, Process Improvement, Project Facilitation, Outsourcing, Internal Communications, Documentation, Process Development, Training & Development, Project Planning, Event Planning, Executive Reporting, Project Implementation, Budgeting, Team Coordination, Cross-functional Team..., Virtual Teams, Accounts Payable, Accounts Receivable, Financial Reporting, Payroll, Employee Benefits, Business Systems..., International Project..., Human Resources, Project Management, Business Analysis, Analysis, HRIS, Training, Mergers & Acquisitions, Business Process..., Team Leadership, Integration, Software Documentation, Budgets, Change Management, Leadership, Team Building, Vendor Management, Employee Training
Education
Westminster College 1994 — 1997
Bachelor of Arts
American University 1996 — 1996
International Business Semester Away
Aon Hewitt May 2013 - Present
GlaxoSmithKline (as a Contractor through ZeroChaos) March 2012 - June 2013
PNC (formerly RBC Bank) August 2011 - March 2012
GlaxoSmithKline November 2009 - June 2011
GSK February 2009 - November 2009
GlaxoSmithKline November 2008 - February 2009
GlaxoSmithKline June 2008 - November 2008
Fidelity Investments August 2006 - December 2007
USA Mobility February 1999 - August 2006
Skills
Problem Solving, Process Improvement, Project Facilitation, Outsourcing, Internal Communications, Documentation, Process Development, Training & Development, Project Planning, Event Planning, Executive Reporting, Project Implementation, Budgeting, Team Coordination, Cross-functional Team..., Virtual Teams, Accounts Payable, Accounts Receivable, Financial Reporting, Payroll, Employee Benefits, Business Systems..., International Project..., Human Resources, Project Management, Business Analysis, Analysis, HRIS, Training, Mergers & Acquisitions, Business Process..., Team Leadership, Integration, Software Documentation, Budgets, Change Management, Leadership, Team Building, Vendor Management, Employee Training
Education
Westminster College 1994 — 1997
Bachelor of Arts
American University 1996 — 1996
International Business Semester Away
Jason Hayden, MSAT's Fidelity Investments Experience September 2008 - May 2010
Job Senior Tax Analyst
Industry Accounting
Experience
State Street September 2011 - April 2013
Fidelity Investments September 2008 - May 2010
Deloitte May 2006 - September 2008
Bucci & Associates / Ruane & Bucci, LLP December 2004 - January 2006
Corbin & Tapases, P.C. July 2001 - May 2004
Education
American International College 2003 — 2004
MSAT, Accounting and Tax
American International College 1999 — 2001
BS, Accounting
State Street September 2011 - April 2013
Fidelity Investments September 2008 - May 2010
Deloitte May 2006 - September 2008
Bucci & Associates / Ruane & Bucci, LLP December 2004 - January 2006
Corbin & Tapases, P.C. July 2001 - May 2004
Education
American International College 2003 — 2004
MSAT, Accounting and Tax
American International College 1999 — 2001
BS, Accounting
Jeffrey Bienkowski Jeffrey Bienkowski's Fidelity Investments Experience 1993 - 1996
Job Lean IT Consultant Helping IT organizations get more done with less effort.
Industry Information Technology and Services
Experience
AcademicMerit 2013 - Present
Oxzigen 2010 - Present
Sun Life Financial 2004 - 2009
Sun Life Financial 2001 - 2004
Sun Life Financial 1999 - 2001
Sun Life Financial 1998 - 1999
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
John Hancock Life Insurance Company (U.S.A.) 1996 - 1997
Fidelity Investments 1993 - 1996
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Outsourcing, Agile, Project Portfolio..., Scrum, Coaching, PDCA, Kanban, Kaizen, Software Development, IT Management, Program Management, Change Management, Business Analysis, Process Improvement, Strategic Planning, Team Building, Process Engineering, E-commerce, Problem Solving, Business Strategy, Continuous Improvement, Team Leadership, Application Development, Agile Methodologies, Management, SDLC, Strategy, Leadership, Project Management, Consulting
Education
Harvard Business School
Executive Leadership Program
Boston University - School of Management
Master of Business Administration (MBA)
Radcliffe Publishing Course
Certificate
Amherst College
Bachelor's degree
AcademicMerit 2013 - Present
Oxzigen 2010 - Present
Sun Life Financial 2004 - 2009
Sun Life Financial 2001 - 2004
Sun Life Financial 1999 - 2001
Sun Life Financial 1998 - 1999
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
John Hancock Life Insurance Company (U.S.A.) 1996 - 1997
Fidelity Investments 1993 - 1996
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Outsourcing, Agile, Project Portfolio..., Scrum, Coaching, PDCA, Kanban, Kaizen, Software Development, IT Management, Program Management, Change Management, Business Analysis, Process Improvement, Strategic Planning, Team Building, Process Engineering, E-commerce, Problem Solving, Business Strategy, Continuous Improvement, Team Leadership, Application Development, Agile Methodologies, Management, SDLC, Strategy, Leadership, Project Management, Consulting
Education
Harvard Business School
Executive Leadership Program
Boston University - School of Management
Master of Business Administration (MBA)
Radcliffe Publishing Course
Certificate
Amherst College
Bachelor's degree
Manal Samy Manal Samy's Fidelity Investments Experience February 2007 - December 2010
Job Retired
Industry Insurance
Moby Waller Moby Waller's Fidelity Investments Experience 1992 - 1995
Job Portfolio Manager and Director of Editorial, BigTrends.com
Industry Financial Services
Experience
BigTrends.com March 2008 - Present
Pop Culture 2001 - November 2007
AOT Trading 2000 - 2001
CBOE 1998 - 2000
Schaeffer's Investment Research 1995 - 1998
Fidelity Investments 1992 - 1995
Skills
Research, Brokerage, Product Development, Options, Investments, Trading Strategies, Equities, Trading, Hedge Funds, ETFs, Financial Markets, Commodity, Derivatives, Portfolio Management, Bloomberg, Technical Analysis, Equity Derivatives, Securities, Fixed Income, Investment Strategies, Equity Trading, Alternative Investments, Electronic Trading, Currency, Mutual Funds, Hedging, Equity Research, Trading Systems, FX Options, Stocks
Education
American University 1987 — 1992
B.A., Political Science (coursework in Business and Film)
Uniwersytet im. Adama Mickiewicza w Poznaniu 1990 — 1990
Semester Study Abroad
Henry Clay High School 1984 — 1987
BigTrends.com March 2008 - Present
Pop Culture 2001 - November 2007
AOT Trading 2000 - 2001
CBOE 1998 - 2000
Schaeffer's Investment Research 1995 - 1998
Fidelity Investments 1992 - 1995
Skills
Research, Brokerage, Product Development, Options, Investments, Trading Strategies, Equities, Trading, Hedge Funds, ETFs, Financial Markets, Commodity, Derivatives, Portfolio Management, Bloomberg, Technical Analysis, Equity Derivatives, Securities, Fixed Income, Investment Strategies, Equity Trading, Alternative Investments, Electronic Trading, Currency, Mutual Funds, Hedging, Equity Research, Trading Systems, FX Options, Stocks
Education
American University 1987 — 1992
B.A., Political Science (coursework in Business and Film)
Uniwersytet im. Adama Mickiewicza w Poznaniu 1990 — 1990
Semester Study Abroad
Henry Clay High School 1984 — 1987
Claudia Easton's Fidelity Investments Experience July 2014 - Present
Job Strategy Consultant at Fidelity Investments
Industry Primary/Secondary Education
Experience
Fidelity Investments July 2014 - Present
Amherst College September 2012 - May 2014
International Trade Administration June 2013 - August 2013
U.S. Department of Commerce, Office of the Secretary of Commerce May 2012 - August 2012
Office of Senator Christopher Coons May 2011 - July 2011
Skills
Research, Economics, Team Building, Economic Development, Microsoft Office, Social Media, Blogging, Politics, Editing, Public Speaking, Entrepreneurship, Leadership, Leadership Development, Teamwork, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Microsoft Word, Strategy
Education
Amherst College 2010 — 2014
Bachelors of Arts, Economics, Political Science
Deerfield Academy 2008 — 2010
Tower Hill School 1997 — 2007
K - 9
Fidelity Investments July 2014 - Present
Amherst College September 2012 - May 2014
International Trade Administration June 2013 - August 2013
U.S. Department of Commerce, Office of the Secretary of Commerce May 2012 - August 2012
Office of Senator Christopher Coons May 2011 - July 2011
Skills
Research, Economics, Team Building, Economic Development, Microsoft Office, Social Media, Blogging, Politics, Editing, Public Speaking, Entrepreneurship, Leadership, Leadership Development, Teamwork, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Microsoft Word, Strategy
Education
Amherst College 2010 — 2014
Bachelors of Arts, Economics, Political Science
Deerfield Academy 2008 — 2010
Tower Hill School 1997 — 2007
K - 9
Deb Shapiro's Fidelity Investments Experience 2004 - 2006
Job Project Manager, Release Team, at SevOne Inc
Industry Events Services
Experience
PTC August 2011 - July 2013
Handwriting Without Tears June 2008 - February 2011
Massachusetts General Hospital May 2006 - July 2008
Fidelity Investments 2004 - 2006
Harvard Medical School 2000 - 2004
National Association for Variable Annuitites 1999 - 2001
Georgia Academy of Family Physicians 1996 - 1999
Centers for Disease Control 1992 - 1996
Skills
Trade Shows, Event Planning, Budgets, Social Media, Strategic Planning, Project Management, Event Management, Marketing Communications, Marketing, Lead Generation, Program Management, Management, Marketing Strategy, Meeting Planning, Public Speaking, Account Management, Sales, Project Planning, Fundraising, Research, Customer Service, Negotiation, Social Media Marketing, Nonprofits, Competitive Analysis, Team Building, Time Management, Leadership, Market Research, Online Advertising, Recruiting, Public Relations, Email Marketing, Social Networking, Training, Sponsorship, Contract Negotiation, Cross-functional Team..., SEO, Strategy, CRM, Online Marketing
Education
American University 1985 — 1988
Bachelor of Arts, Criminal Justice
PTC August 2011 - July 2013
Handwriting Without Tears June 2008 - February 2011
Massachusetts General Hospital May 2006 - July 2008
Fidelity Investments 2004 - 2006
Harvard Medical School 2000 - 2004
National Association for Variable Annuitites 1999 - 2001
Georgia Academy of Family Physicians 1996 - 1999
Centers for Disease Control 1992 - 1996
Skills
Trade Shows, Event Planning, Budgets, Social Media, Strategic Planning, Project Management, Event Management, Marketing Communications, Marketing, Lead Generation, Program Management, Management, Marketing Strategy, Meeting Planning, Public Speaking, Account Management, Sales, Project Planning, Fundraising, Research, Customer Service, Negotiation, Social Media Marketing, Nonprofits, Competitive Analysis, Team Building, Time Management, Leadership, Market Research, Online Advertising, Recruiting, Public Relations, Email Marketing, Social Networking, Training, Sponsorship, Contract Negotiation, Cross-functional Team..., SEO, Strategy, CRM, Online Marketing
Education
American University 1985 — 1988
Bachelor of Arts, Criminal Justice
avanti siddle avanti siddle's Fidelity Investments Experience 2010 - 2011
Job customer service specialist
Industry Writing and Editing
Experience
GRIP music ENT Talent ManagerGRIP Music entJanuary 2010 - December 2013
Fidelity Investments 2010 - 2011
Affiliated Computer Service inc. September 2008 - June 2009
Skills
Creative Writing, Record Keeping, communications, Collections, Data Collection
Education
American Public University 2013 — 2015
Bachelor of Business Administration (B.B.A.), freshman
Millbrook High 2005 — 2009
GRIP music ENT Talent ManagerGRIP Music entJanuary 2010 - December 2013
Fidelity Investments 2010 - 2011
Affiliated Computer Service inc. September 2008 - June 2009
Skills
Creative Writing, Record Keeping, communications, Collections, Data Collection
Education
American Public University 2013 — 2015
Bachelor of Business Administration (B.B.A.), freshman
Millbrook High 2005 — 2009
Duane Bilby's Fidelity Investments Experience September 2004 - April 2005
Job Lock Desk Specialist Pacific Union Financial
Industry Financial Services
Experience
Pacific Union Financial, LLC April 2014 - Present
Veterans United Home Loans October 2012 - April 2014
State National Companies July 2012 - November 2012
Town Square Financial May 2012 - June 2012
MetLife Home Loans April 2005 - April 2012
Fidelity Investments September 2004 - April 2005
First Horizon Home Loans August 2002 - September 2004
Realty Mortgage Corpration December 2001 - July 2002
Providian Financial August 1998 - November 2001
Skills
Lotus Notes, 10 Key, Tango, Excel, Outlook, Citrix, TMO, Access, AS400, Presto, Pronto, Interactive Intellgence, Encompass, Calyx Point, Residential Mortgages, Credit, Real Estate, Banking, Insurance, Finance, Loans, Loss Mitigation, Mortgage Lending, Financial Analysis, Underwriting, FHA, Call Center, Microsoft Excel, IBM iSeries, Mortgage Banking, Software Documentation, USDA
Education
American River College 1992 — 1996
Pacific Union Financial, LLC April 2014 - Present
Veterans United Home Loans October 2012 - April 2014
State National Companies July 2012 - November 2012
Town Square Financial May 2012 - June 2012
MetLife Home Loans April 2005 - April 2012
Fidelity Investments September 2004 - April 2005
First Horizon Home Loans August 2002 - September 2004
Realty Mortgage Corpration December 2001 - July 2002
Providian Financial August 1998 - November 2001
Skills
Lotus Notes, 10 Key, Tango, Excel, Outlook, Citrix, TMO, Access, AS400, Presto, Pronto, Interactive Intellgence, Encompass, Calyx Point, Residential Mortgages, Credit, Real Estate, Banking, Insurance, Finance, Loans, Loss Mitigation, Mortgage Lending, Financial Analysis, Underwriting, FHA, Call Center, Microsoft Excel, IBM iSeries, Mortgage Banking, Software Documentation, USDA
Education
American River College 1992 — 1996
Thomas A. Best Thomas A. Best's Fidelity Investments Experience May 2005 - February 2009
Job Senior Project Manager at Dowling Houy LLC
Industry Construction
Experience
Dowling Houy LLC March 2011 - Present
Fidelity Investments May 2005 - February 2009
Jones Lang LaSalle November 1999 - February 2009
Cahners Publishing April 1998 - May 1999
Fresenius Medical Care February 1996 - April 1998
Instrumentation Laboratory August 1972 - January 1995
Skills
Construction Management, Project Management, Facilities Management, Construction, Vendor Management, Strategic Planning, Budgets, Management, Space planning, Process Scheduler, MS Project, Contract Management, Project Planning, Contract Negotiation, Risk Management, Real Estate Development, Microsoft Project, Space Planning
Education
Lehigh University 1962 — 1966
B.S., Industrial Engineering
American International College
M.B.A., Executive Development
Dowling Houy LLC March 2011 - Present
Fidelity Investments May 2005 - February 2009
Jones Lang LaSalle November 1999 - February 2009
Cahners Publishing April 1998 - May 1999
Fresenius Medical Care February 1996 - April 1998
Instrumentation Laboratory August 1972 - January 1995
Skills
Construction Management, Project Management, Facilities Management, Construction, Vendor Management, Strategic Planning, Budgets, Management, Space planning, Process Scheduler, MS Project, Contract Management, Project Planning, Contract Negotiation, Risk Management, Real Estate Development, Microsoft Project, Space Planning
Education
Lehigh University 1962 — 1966
B.S., Industrial Engineering
American International College
M.B.A., Executive Development
Jenn Marsh Jenn Marsh's Fidelity Investments Experience June 2000 - July 2002
Job Economic Development Specialist
Industry Real Estate
Experience
Keller Williams Coastal Realty January 2002 - Present
Margaritas Restaurants October 2011 - July 2014
Marsh and Associates of Keller Williams Coastal Realty January 2002 - May 2010
Fidelity Investments June 2000 - July 2002
Skills
Real Estate, First Time Home Buyers, Buyer Representation, Sellers, Single Family Homes, Short Sales, Listings, Condos, New Home Sales, Relocation, Foreclosures, REO, Real Property, Residential Homes, ABR, Investors, USDA, Construction, Investment Properties, Contract Negotiation, Referrals, Real Estate Transactions
Education
American University - Kogod School of Business 1995 — 1999
Keller Williams Coastal Realty January 2002 - Present
Margaritas Restaurants October 2011 - July 2014
Marsh and Associates of Keller Williams Coastal Realty January 2002 - May 2010
Fidelity Investments June 2000 - July 2002
Skills
Real Estate, First Time Home Buyers, Buyer Representation, Sellers, Single Family Homes, Short Sales, Listings, Condos, New Home Sales, Relocation, Foreclosures, REO, Real Property, Residential Homes, ABR, Investors, USDA, Construction, Investment Properties, Contract Negotiation, Referrals, Real Estate Transactions
Education
American University - Kogod School of Business 1995 — 1999
Kelsey Giordano Kelsey Giordano's Fidelity Investments Experience June 2015 - August 2015
Job Market Research Intern at Finn Partners
Industry Public Relations and Communications
Experience
Finn Partners September 2015 - Present
Fidelity Investments June 2015 - August 2015
Rock Recovery August 2013 - May 2015
Deltek August 2014 - December 2014
Fidelity Investments June 2014 - August 2014
Skills
Social Media, Strategic Communications, Public Speaking, Leadership, Marketing Communications, Event Planning, Customer Service, Social Media Marketing, PowerPoint, WordPress, Facebook, Twitter, Corporate Communications, SPSS, Qualtrics, SharePoint Designer, Psychology, Experience Working with..., Social Psychology, InDesign, SEO, Microsoft Office, Microsoft Word, Research, Microsoft Excel
Education
American University 2012 — 2016
Public Relations & Strategic Communication; Psychology
Danish Institute for Study Abroad 2014 — 2015
Shrewsbury High School 2008 — 2012
Finn Partners September 2015 - Present
Fidelity Investments June 2015 - August 2015
Rock Recovery August 2013 - May 2015
Deltek August 2014 - December 2014
Fidelity Investments June 2014 - August 2014
Skills
Social Media, Strategic Communications, Public Speaking, Leadership, Marketing Communications, Event Planning, Customer Service, Social Media Marketing, PowerPoint, WordPress, Facebook, Twitter, Corporate Communications, SPSS, Qualtrics, SharePoint Designer, Psychology, Experience Working with..., Social Psychology, InDesign, SEO, Microsoft Office, Microsoft Word, Research, Microsoft Excel
Education
American University 2012 — 2016
Public Relations & Strategic Communication; Psychology
Danish Institute for Study Abroad 2014 — 2015
Shrewsbury High School 2008 — 2012
Brandt Ricker Brandt Ricker's Fidelity Investments Experience November 1995 - June 1998
Job Sr. Business Analyst at American Tower
Industry Information Technology and Services
Experience
American Tower September 2011 - Present
Keane December 2009 - September 2011
IIBA Greater Boston Chapter October 2007 - July 2011
The Jericho Road Project September 2009 - April 2010
EMC Corporation August 2008 - June 2009
Commonwealth of Massachusetts May 2007 - June 2008
One-Stop Handyman, Inc July 2002 - April 2007
State Street Bank September 2000 - July 2002
Staples, Inc. February 1998 - September 2000
Fidelity Investments November 1995 - June 1998
Skills
Business Process, Requirements Analysis, Documentation, Requirements Gathering, SDLC, Business Requirements, Functional..., Business Analysis, Process Improvement, Process Engineering, Data Warehousing, Systems Analysis, Visio, Six Sigma, Strategic Planning, Analysis, Change Management, Program Management, UML, Scrum, Software Documentation, Agile Methodologies, PMO, Testing, Project Management, Strategy, Oracle, Project Planning, SOA, Management
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1995
MBA, Operations & Finance
American International College 1987 — 1991
B. S, Business Administration; International Business Study
American Tower September 2011 - Present
Keane December 2009 - September 2011
IIBA Greater Boston Chapter October 2007 - July 2011
The Jericho Road Project September 2009 - April 2010
EMC Corporation August 2008 - June 2009
Commonwealth of Massachusetts May 2007 - June 2008
One-Stop Handyman, Inc July 2002 - April 2007
State Street Bank September 2000 - July 2002
Staples, Inc. February 1998 - September 2000
Fidelity Investments November 1995 - June 1998
Skills
Business Process, Requirements Analysis, Documentation, Requirements Gathering, SDLC, Business Requirements, Functional..., Business Analysis, Process Improvement, Process Engineering, Data Warehousing, Systems Analysis, Visio, Six Sigma, Strategic Planning, Analysis, Change Management, Program Management, UML, Scrum, Software Documentation, Agile Methodologies, PMO, Testing, Project Management, Strategy, Oracle, Project Planning, SOA, Management
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1995
MBA, Operations & Finance
American International College 1987 — 1991
B. S, Business Administration; International Business Study
Keon Webbe Keon Webbe's Fidelity Investments Experience June 2007 - July 2009
Job Enterprise Software and Cloud Account Manager at Oracle
Industry Computer Software
Experience
Oracle August 2015 - Present
United Teen Equality Center (UTEC) December 2012 - August 2015
YouthBuild Boston May 2010 - December 2012
Fidelity Investments June 2007 - July 2009
Saint Sebastian's School September 2004 - June 2007
Skills
Extrovert, Proactive self-starter, Interviewing Skills, Networking, Career Counseling, Life Skills, Building Relationships, Recruiting, Cold Calling Experience, Teaching
Education
Amherst College 2000 — 2004
Bachelor's degree, Law Jurisprudence and Social Thought
Saint Sebastian's School 1998 — 2000
Oracle August 2015 - Present
United Teen Equality Center (UTEC) December 2012 - August 2015
YouthBuild Boston May 2010 - December 2012
Fidelity Investments June 2007 - July 2009
Saint Sebastian's School September 2004 - June 2007
Skills
Extrovert, Proactive self-starter, Interviewing Skills, Networking, Career Counseling, Life Skills, Building Relationships, Recruiting, Cold Calling Experience, Teaching
Education
Amherst College 2000 — 2004
Bachelor's degree, Law Jurisprudence and Social Thought
Saint Sebastian's School 1998 — 2000
Bosun Dare Bosun Dare's Fidelity Investments Experience August 2014 - Present
Job Data Center Regional Support at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2014 - Present
Upright Homecare February 2012 - October 2014
Bridgestone January 2012 - August 2014
US Navy January 2008 - January 2012
Skills
CompTIA Network+..., Analytical Techniques, Information Technology, Access Database, Root Cause Analysis, FMEA, 5S, Lean Manufacturing, Web Development, JavaScript, Database Administration, Troubleshooting, PLC, Process Control, Automation, Pneumatics, Equipment Maintenance, Robotics, Reliability, Hydraulics, Electrical..., PLC Programming, Equipment Installation, Networking, Software Installation, Microsoft Office, Management, Analysis, Project Planning, Project Management, Customer Service, Engineering, Maintenance
Education
University of Maryland University College 2014 — 2016
Master's degree, Telecommunications Management
American Public University System 2012 — 2014
Bachelor's degree, Information Technology, 3.91
University of Ibadan 2003 — 2007
Bachelor of Science (B.Sc.), Chemistry
model college igbogbo
Fidelity Investments August 2014 - Present
Upright Homecare February 2012 - October 2014
Bridgestone January 2012 - August 2014
US Navy January 2008 - January 2012
Skills
CompTIA Network+..., Analytical Techniques, Information Technology, Access Database, Root Cause Analysis, FMEA, 5S, Lean Manufacturing, Web Development, JavaScript, Database Administration, Troubleshooting, PLC, Process Control, Automation, Pneumatics, Equipment Maintenance, Robotics, Reliability, Hydraulics, Electrical..., PLC Programming, Equipment Installation, Networking, Software Installation, Microsoft Office, Management, Analysis, Project Planning, Project Management, Customer Service, Engineering, Maintenance
Education
University of Maryland University College 2014 — 2016
Master's degree, Telecommunications Management
American Public University System 2012 — 2014
Bachelor's degree, Information Technology, 3.91
University of Ibadan 2003 — 2007
Bachelor of Science (B.Sc.), Chemistry
model college igbogbo
Heather Lesko's Fidelity Investments Experience April 2012 - March 2013
Job Compliance Analyst
Industry Real Estate
Experience
US Housing Consultants November 2014 - Present
Fast Friends Greyhound Rescue March 2013 - August 2014
Fidelity Investments April 2012 - March 2013
Bostonpost Technology, Inc June 2011 - February 2012
Bostonpost Technology, Inc December 2005 - June 2011
Racquet Club August 2003 - December 2005
Putnam Investments January 2002 - December 2005
Fogarty Associates, Inc October 2000 - January 2002
Skills
Customer Service, Microsoft Excel, Property Management, Salesforce.com, Data Conversion, Marketing, Animal Welfare
Education
American International College 1996 — 2000
Bachelor of Science Business Administration, Concentration in Finance, 3.2
Laconia High School 1992 — 1996
US Housing Consultants November 2014 - Present
Fast Friends Greyhound Rescue March 2013 - August 2014
Fidelity Investments April 2012 - March 2013
Bostonpost Technology, Inc June 2011 - February 2012
Bostonpost Technology, Inc December 2005 - June 2011
Racquet Club August 2003 - December 2005
Putnam Investments January 2002 - December 2005
Fogarty Associates, Inc October 2000 - January 2002
Skills
Customer Service, Microsoft Excel, Property Management, Salesforce.com, Data Conversion, Marketing, Animal Welfare
Education
American International College 1996 — 2000
Bachelor of Science Business Administration, Concentration in Finance, 3.2
Laconia High School 1992 — 1996
Rachel Wion's Fidelity Investments Experience November 2001 - February 2009
Job
Industry Graphic Design
Experience
Cricket Designs 2014 - Present
Self-Employed 2002 - 2014
Fidelity Investments November 2001 - February 2009
SHOP Magazine - DIVA Media 2000 - 2001
Telegraph Forum Newspaper 1999 - 2000
Skills
Project Management, Adobe Acrobat, Newsletters, Copy Editing, Social Media, Creative Direction, SharePoint, Marketing Communications, Leadership, Process Improvement, Copywriting, Visio, Advertising, Public Speaking, Ap Style, Business Analysis, Writing, Microsoft Office, Financial Services, Journalism, Account Management, Team Leadership, Strategic Planning, Direct Mail, Adobe Creative Suite, Graphic Design, Magazines, Photography, Graphics, Editing, Marketing Strategy, Marketing, Layout, Management, Editorial, Customer Service
Education
American InterContinental University 2012 — 2015
Bachelor of Arts (B.A.), Design and Visual Communications, General, GPA 4.0
American Intercontinental University 2009 — 2011
Associate's degree, Business Administration - Visual Communications, GPA 3.95
Reader Inc. Editorial Training Center 1999 — 1999
Journalism, Graduated Top of Class
Cricket Designs 2014 - Present
Self-Employed 2002 - 2014
Fidelity Investments November 2001 - February 2009
SHOP Magazine - DIVA Media 2000 - 2001
Telegraph Forum Newspaper 1999 - 2000
Skills
Project Management, Adobe Acrobat, Newsletters, Copy Editing, Social Media, Creative Direction, SharePoint, Marketing Communications, Leadership, Process Improvement, Copywriting, Visio, Advertising, Public Speaking, Ap Style, Business Analysis, Writing, Microsoft Office, Financial Services, Journalism, Account Management, Team Leadership, Strategic Planning, Direct Mail, Adobe Creative Suite, Graphic Design, Magazines, Photography, Graphics, Editing, Marketing Strategy, Marketing, Layout, Management, Editorial, Customer Service
Education
American InterContinental University 2012 — 2015
Bachelor of Arts (B.A.), Design and Visual Communications, General, GPA 4.0
American Intercontinental University 2009 — 2011
Associate's degree, Business Administration - Visual Communications, GPA 3.95
Reader Inc. Editorial Training Center 1999 — 1999
Journalism, Graduated Top of Class
Walter Donovan Walter Donovan's Fidelity Investments Experience 1995 - 2009
Job Chief Investment Officer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2009 - Present
Fidelity Investments 1995 - 2009
Merrill Lynch Capital Markets 1988 - 1995
Salomon Brothers 1985 - 1988
Education
Amherst College
Bachelor of Arts (B.A.)
Phillips Exeter Academy
Putnam Investments 2009 - Present
Fidelity Investments 1995 - 2009
Merrill Lynch Capital Markets 1988 - 1995
Salomon Brothers 1985 - 1988
Education
Amherst College
Bachelor of Arts (B.A.)
Phillips Exeter Academy
Hiedi Doyon Hiedi Doyon's Fidelity Investments Experience 2007 - 2009
Job Central Relationship Manager, Fidelity Investments
Industry Financial Services
Experience
Primerica Inc May 2009 - February 2012
Meridian Communications March 2009 - April 2009
network for work 2009 - 2009
Fidelity Investments 2007 - 2009
Meridian Communications August 2006 - November 2006
Skills
Leadership, Team Building, Process Improvement, Program Management, Customer Service, Vendor Management, Training, Public Speaking, Public Relations, Strategic Planning, Coaching, Event Planning, Management, presentations, Non-profit Leadership, Coalition Development
Education
American InterContinental University 2009 — 2010
BA, International Business
American InterContinental University 2008 — 2008
ABA, management and project management
Word of Life Bible Institute 1981 — 1982
General Bible Diploma, Bible Study/ Theology & Doctrine
Primerica Inc May 2009 - February 2012
Meridian Communications March 2009 - April 2009
network for work 2009 - 2009
Fidelity Investments 2007 - 2009
Meridian Communications August 2006 - November 2006
Skills
Leadership, Team Building, Process Improvement, Program Management, Customer Service, Vendor Management, Training, Public Speaking, Public Relations, Strategic Planning, Coaching, Event Planning, Management, presentations, Non-profit Leadership, Coalition Development
Education
American InterContinental University 2009 — 2010
BA, International Business
American InterContinental University 2008 — 2008
ABA, management and project management
Word of Life Bible Institute 1981 — 1982
General Bible Diploma, Bible Study/ Theology & Doctrine
Lindsey Fiorentino's Fidelity Investments Experience January 2014 - April 2015
Job Site Merchandiser at Wayfair
Industry Consumer Services
Experience
Wayfair August 2015 - Present
FreeFlight Systems April 2015 - July 2015
Fidelity Investments January 2014 - April 2015
Bain & Company December 2013 - March 2014
Bain & Company July 2013 - December 2013
Private Family 2002 - June 2013
West Springfield Public Schools September 2001 - June 2004
Skills
Events Coordination, Building Relationships, Schedule Control, Resourceful..., Organizational..., Project Planning, Employee Training, Communicative Skills, Multi Tasking, Scheduling Management, Youth Outreach, Youth Leadership..., Homeschooling, Marketing Strategy, Social Media Marketing, Trade Shows, Customer Service, Leadership, Problem Solving, Communication, Social Media
Education
Boston University 2011 — 2011
Communication Sciences and Disorders, General
American International College 2005 — 2007
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Holyoke Community College 2002 — 2005
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Wayfair August 2015 - Present
FreeFlight Systems April 2015 - July 2015
Fidelity Investments January 2014 - April 2015
Bain & Company December 2013 - March 2014
Bain & Company July 2013 - December 2013
Private Family 2002 - June 2013
West Springfield Public Schools September 2001 - June 2004
Skills
Events Coordination, Building Relationships, Schedule Control, Resourceful..., Organizational..., Project Planning, Employee Training, Communicative Skills, Multi Tasking, Scheduling Management, Youth Outreach, Youth Leadership..., Homeschooling, Marketing Strategy, Social Media Marketing, Trade Shows, Customer Service, Leadership, Problem Solving, Communication, Social Media
Education
Boston University 2011 — 2011
Communication Sciences and Disorders, General
American International College 2005 — 2007
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Holyoke Community College 2002 — 2005
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bob Sargent's Fidelity Investments Experience 2012 - 2014
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services 2014 - Present
Fidelity Investments 2012 - 2014
Merrill Lynch 2010 - 2012
J.P. Morgan 2005 - 2009
Skills
Certified Financial...
Education
Amherst College 2001 — 2005
Bachelor of Arts (BA), Economics
Edelman Financial Services 2014 - Present
Fidelity Investments 2012 - 2014
Merrill Lynch 2010 - 2012
J.P. Morgan 2005 - 2009
Skills
Certified Financial...
Education
Amherst College 2001 — 2005
Bachelor of Arts (BA), Economics
Judy Ingalls's Fidelity Investments Experience October 2005 - March 2011
Job Director of Executive and Organization Development at Staples
Industry Financial Services
Experience
Staples June 2012 - Present
EMC April 2011 - July 2012
Fidelity Investments October 2005 - March 2011
MSPP 2005 - 2008
State Street 1997 - 2005
Executive Perspectives 1993 - 1995
Skills
Organizational..., Succession Planning, Executive Development, Talent Management, Organizational Design, Executive Assessment..., Leadership Curriculum..., Team Effectiveness, Coaching, Workshop Facilitation, Curriculum Design, Organizational..., Human Resources, Executive Coaching, Leadership Development, Employee Relations, Onboarding, Employee Engagement, Change Management, Performance Management, Talent Acquisition, Career Development, Workforce Planning, Program Management, Training, Process Improvement, MBTI, Management Development, 360 Feedback, Employee Training, Culture Change, Training Delivery, Instructional Design, Emotional Intelligence, Personnel Management, Conflict Resolution, Blended Learning, Management Consulting, Leadership, Deferred Compensation, Performance Consulting, Strategy, Facilitators, Staff Development, Facilitation, E-Learning, Performance Improvement, Team Building, Needs Analysis, Recruiting
Education
American University 1999 — 2001
Master's degree, Organization Development
University of Maine
Bachelor of Social Work, Social Work and Psychology
Staples June 2012 - Present
EMC April 2011 - July 2012
Fidelity Investments October 2005 - March 2011
MSPP 2005 - 2008
State Street 1997 - 2005
Executive Perspectives 1993 - 1995
Skills
Organizational..., Succession Planning, Executive Development, Talent Management, Organizational Design, Executive Assessment..., Leadership Curriculum..., Team Effectiveness, Coaching, Workshop Facilitation, Curriculum Design, Organizational..., Human Resources, Executive Coaching, Leadership Development, Employee Relations, Onboarding, Employee Engagement, Change Management, Performance Management, Talent Acquisition, Career Development, Workforce Planning, Program Management, Training, Process Improvement, MBTI, Management Development, 360 Feedback, Employee Training, Culture Change, Training Delivery, Instructional Design, Emotional Intelligence, Personnel Management, Conflict Resolution, Blended Learning, Management Consulting, Leadership, Deferred Compensation, Performance Consulting, Strategy, Facilitators, Staff Development, Facilitation, E-Learning, Performance Improvement, Team Building, Needs Analysis, Recruiting
Education
American University 1999 — 2001
Master's degree, Organization Development
University of Maine
Bachelor of Social Work, Social Work and Psychology
Patrice Lennon-Sanders's Fidelity Investments Experience January 2006 - January 2008
Job Business Systems Analyst Associate
Industry Insurance
Experience
Blue Cross and Blue Shield of North Carolina August 2015 - Present
BCBSNC July 2013 - August 2015
Blue Cross Blue Shield of NC January 2009 - July 2013
Fidelity Investments January 2006 - January 2008
Blue Cross Blue Shield of NCDurham January 2005 - January 2006
Blue Cross Blue Shield of NC-FEP January 2001 - January 2005
Skills
Insurance, Claim, Health Insurance, Commercial Insurance, Workers Compensation, Claim Investigation, Call Centers, Disability Insurance, Employee Benefits, Policy, Medicare, Payroll, Analysis, Microsoft Office
Education
American InterContinental University 2010 — 2013
Bachelor of Business Administration, Healthcare Management
Blue University 2011 — 2011
Essentials of Leadership, Certificate
American InterContinental University 2010 — 2011
Associate of Arts, Business Administration
Blue University 2005 — 2005
Bachelor of Business Administration, Healthcare Administration
Blue Cross and Blue Shield of North Carolina August 2015 - Present
BCBSNC July 2013 - August 2015
Blue Cross Blue Shield of NC January 2009 - July 2013
Fidelity Investments January 2006 - January 2008
Blue Cross Blue Shield of NCDurham January 2005 - January 2006
Blue Cross Blue Shield of NC-FEP January 2001 - January 2005
Skills
Insurance, Claim, Health Insurance, Commercial Insurance, Workers Compensation, Claim Investigation, Call Centers, Disability Insurance, Employee Benefits, Policy, Medicare, Payroll, Analysis, Microsoft Office
Education
American InterContinental University 2010 — 2013
Bachelor of Business Administration, Healthcare Management
Blue University 2011 — 2011
Essentials of Leadership, Certificate
American InterContinental University 2010 — 2011
Associate of Arts, Business Administration
Blue University 2005 — 2005
Bachelor of Business Administration, Healthcare Administration
Timothy Durepo's Fidelity Investments Experience February 1995 - June 1997
Job Construction Product Sales
Industry Real Estate
Experience
KLINGSPOR Abrasives September 2012 - Present
Keller Williams Real Estate April 2008 - September 2012
New England Organ Bank July 2006 - March 2008
Transamerica Retirement Services May 2005 - January 2006
METAVANTE 401(K) SERVICES (purchased Trustar January 2002 - November 2004
Trustar February 2000 - December 2001
TRUSTAR RETIREMENT SERVICES July 1997 - January 2000
Fidelity Investments February 1995 - June 1997
BANK OF BOSTON January 1987 - January 1994
Skills
CRM, Investments, Training, Sales, Management, Marketing, Business Development, Sales Operations, Marketing Strategy, Negotiation, Customer Service, Residential Homes, Condos, Investors, REO, Healthcare, Insurance, Community Outreach, Property, First Time Home Buyers
Education
Bentley College
Pension Certification, Defined Benefit Plans Certification
American International College 1981 — 1984
Bachelor of Science, Criminal Justice
KLINGSPOR Abrasives September 2012 - Present
Keller Williams Real Estate April 2008 - September 2012
New England Organ Bank July 2006 - March 2008
Transamerica Retirement Services May 2005 - January 2006
METAVANTE 401(K) SERVICES (purchased Trustar January 2002 - November 2004
Trustar February 2000 - December 2001
TRUSTAR RETIREMENT SERVICES July 1997 - January 2000
Fidelity Investments February 1995 - June 1997
BANK OF BOSTON January 1987 - January 1994
Skills
CRM, Investments, Training, Sales, Management, Marketing, Business Development, Sales Operations, Marketing Strategy, Negotiation, Customer Service, Residential Homes, Condos, Investors, REO, Healthcare, Insurance, Community Outreach, Property, First Time Home Buyers
Education
Bentley College
Pension Certification, Defined Benefit Plans Certification
American International College 1981 — 1984
Bachelor of Science, Criminal Justice
Katie Acuff Katie Acuff's Fidelity Investments Experience May 2008 - August 2008
Job HS Math Teacher and Volleyball Coach at CFBISD
Industry Primary/Secondary Education
Experience
CFBISD July 2013 - Present
iSchool High 2012 - Present
Bledsoe Brace Systems & Viscent LLC August 2011 - January 2012
Internal Revenue Service September 2009 - July 2011
VHA Inc June 2009 - August 2009
Fidelity Investments May 2008 - August 2008
Gap Clothing May 2007 - August 2007
St. Marks January 2000 - January 2007
Skills
Budgets, Information Technology, Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Research, Public Speaking, Data Analysis, Analysis, Social Media
Education
American University - Kogod School of Business 2006 — 2010
B.S, Business Administration; Information Technology
Episcopal School of Dallas 2003 — 2006
CFBISD July 2013 - Present
iSchool High 2012 - Present
Bledsoe Brace Systems & Viscent LLC August 2011 - January 2012
Internal Revenue Service September 2009 - July 2011
VHA Inc June 2009 - August 2009
Fidelity Investments May 2008 - August 2008
Gap Clothing May 2007 - August 2007
St. Marks January 2000 - January 2007
Skills
Budgets, Information Technology, Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Research, Public Speaking, Data Analysis, Analysis, Social Media
Education
American University - Kogod School of Business 2006 — 2010
B.S, Business Administration; Information Technology
Episcopal School of Dallas 2003 — 2006
Francesca Ardito Laursen's Fidelity Investments Experience October 1989 - December 1992
Job Director of Global Partnerships /Director of International Programs at INMED Partnerships for Children
Industry International Affairs
Experience
INMED Partnerships for Children October 2014 - Present
Association of Farmworker Opportunity Programs (AFOP) February 2014 - October 2014
The World Bank January 2003 - January 2011
Clifford Chance LLP 2000 - 2002
Commodity Futures Trading Commission January 1999 - May 1999
World Bank Group September 1995 - June 1996
The World Bank October 1992 - June 1996
Fidelity Investments October 1989 - December 1992
Skills
International..., Regulatory Compliance, International Affairs,..., Fundraising, Business..., Banking & Finance, Legal Reform, Public & Private Sectors, Investment Management, Mutual Funds, Mergers & Acquisitions, Due Diligence, Strategy, Policy, Corporate Governance, Analysis, Corporate Finance, International Relations, Corporate Law, Project Finance, Emerging Markets, Investments, Banking, Law Reform, Capacity Building, International..., Economics
Education
American University Washington College of Law 1997 — 2000
JD, International Corporate Law
Schiller International University Heidelberg Germany 1998 — 1999
MIM, International Business Management
University or Massachusetts at Amherst 1984 — 1988
BA, Political Science/International Relations
INMED Partnerships for Children October 2014 - Present
Association of Farmworker Opportunity Programs (AFOP) February 2014 - October 2014
The World Bank January 2003 - January 2011
Clifford Chance LLP 2000 - 2002
Commodity Futures Trading Commission January 1999 - May 1999
World Bank Group September 1995 - June 1996
The World Bank October 1992 - June 1996
Fidelity Investments October 1989 - December 1992
Skills
International..., Regulatory Compliance, International Affairs,..., Fundraising, Business..., Banking & Finance, Legal Reform, Public & Private Sectors, Investment Management, Mutual Funds, Mergers & Acquisitions, Due Diligence, Strategy, Policy, Corporate Governance, Analysis, Corporate Finance, International Relations, Corporate Law, Project Finance, Emerging Markets, Investments, Banking, Law Reform, Capacity Building, International..., Economics
Education
American University Washington College of Law 1997 — 2000
JD, International Corporate Law
Schiller International University Heidelberg Germany 1998 — 1999
MIM, International Business Management
University or Massachusetts at Amherst 1984 — 1988
BA, Political Science/International Relations
Bill Ackerman Bill Ackerman's Fidelity Investments Experience August 2014 - Present
Job Head of Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments December 2006 - August 2014
Fidelity Investments April 2005 - November 2006
Colt Technology Services July 2003 - April 2005
COLT Telecom January 2002 - July 2003
Fidelity Investments October 2000 - December 2002
Fidelity Investments August 1999 - September 2000
General Electric August 1997 - July 1999
General Electric January 1991 - July 1997
Skills
Strategic Planning, Finance, Business Development, Mergers & Acquisitions, Analysis, Project Planning, Auditing, Financial Services, Human Resources
Education
Amherst College 1984 — 1988
BA, Economics, English
Stanford University 1992 — 1993
Masters, Communications
Fidelity Investments August 2014 - Present
Fidelity Investments December 2006 - August 2014
Fidelity Investments April 2005 - November 2006
Colt Technology Services July 2003 - April 2005
COLT Telecom January 2002 - July 2003
Fidelity Investments October 2000 - December 2002
Fidelity Investments August 1999 - September 2000
General Electric August 1997 - July 1999
General Electric January 1991 - July 1997
Skills
Strategic Planning, Finance, Business Development, Mergers & Acquisitions, Analysis, Project Planning, Auditing, Financial Services, Human Resources
Education
Amherst College 1984 — 1988
BA, Economics, English
Stanford University 1992 — 1993
Masters, Communications
Robert Sampson's Fidelity Investments Experience April 2014 - Present
Job Director Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments July 2012 - April 2014
Fidelity Investments March 1989 - July 2012
Skills
SDLC, Agile Methodologies, Sybase, Waterfall, Websphere, Software Project..., Requirements Analysis, Vendor Management, SOA, Business Analysis, Systems Analysis, Requirements Gathering, Agile Project Management, Business Requirements, Data Warehousing, Enterprise Architecture, Unix, Visio, Program Management, PMO, Project Management, Software Development, Process Improvement, Project Portfolio...
Education
American University - Kogod School of Business 1980 — 1985
BSBA, Computer Systems/Business Economics
Fidelity Investments April 2014 - Present
Fidelity Investments July 2012 - April 2014
Fidelity Investments March 1989 - July 2012
Skills
SDLC, Agile Methodologies, Sybase, Waterfall, Websphere, Software Project..., Requirements Analysis, Vendor Management, SOA, Business Analysis, Systems Analysis, Requirements Gathering, Agile Project Management, Business Requirements, Data Warehousing, Enterprise Architecture, Unix, Visio, Program Management, PMO, Project Management, Software Development, Process Improvement, Project Portfolio...
Education
American University - Kogod School of Business 1980 — 1985
BSBA, Computer Systems/Business Economics
Lauren (Scully) Whalen's Fidelity Investments Experience March 2006 - May 2008
Job Senior marketing professional with expertise in event operations, branding, media buying, and sponsorship management
Industry Marketing and Advertising
Experience
Boston Business Journal February 2015 - June 2015
TD Garden November 2008 - February 2015
Experience Sports May 2008 - November 2008
Fidelity Investments March 2006 - May 2008
Monster.com 2000 - 2006
State Street Global Advisors 1997 - 1998
McDermott/O'neill 1994 - 1996
Skills
Event Planning, Contract Negotiation, Budgets, Broadcast, Research, Sponsorship, Integrated Marketing, Brand Management, Advertising, Social Media Marketing, Social Media, Public Relations, Strategy, Event Management, Marketing, Sales, Marketing Communications, Marketing Strategy
Education
Boston College 1996 — 1997
Master's degree, Higher Education/Higher Education Administration
American University
Bachelor’s Degree, Communications, Law, Economics, & Government
Boston Business Journal February 2015 - June 2015
TD Garden November 2008 - February 2015
Experience Sports May 2008 - November 2008
Fidelity Investments March 2006 - May 2008
Monster.com 2000 - 2006
State Street Global Advisors 1997 - 1998
McDermott/O'neill 1994 - 1996
Skills
Event Planning, Contract Negotiation, Budgets, Broadcast, Research, Sponsorship, Integrated Marketing, Brand Management, Advertising, Social Media Marketing, Social Media, Public Relations, Strategy, Event Management, Marketing, Sales, Marketing Communications, Marketing Strategy
Education
Boston College 1996 — 1997
Master's degree, Higher Education/Higher Education Administration
American University
Bachelor’s Degree, Communications, Law, Economics, & Government
Kyric Avery's Fidelity Investments Experience December 2013 - Present
Job Visual Designer at Fidelity Investments
Industry Design
Experience
Fidelity Investments December 2013 - Present
Avery Designs January 2009 - Present
Road Scholar May 2010 - November 2013
Hearts On Fire August 2006 - January 2009
Kaze Design March 2003 - August 2005
Skills
Web Design, InDesign, Brochures, Dreamweaver, Adobe Creative Suite, Advertising, Email Marketing, Logo Design, Infographics, Usability Testing, Graphic Design, Photoshop, Mobile Web Design, Wire Framing, Branding & Identity, Illustrator, User Experience Design, Interaction Design, Axure RP, Responsive Web Design, User Interface Design
Education
Bentley University
Duel degree MBA and MS Human Factor In Information Design candidate
School of the Museum of Fine Arts 2011 — 2011
American University 1998 — 2002
B.A, Graphic Design
Phillips Academy
Fidelity Investments December 2013 - Present
Avery Designs January 2009 - Present
Road Scholar May 2010 - November 2013
Hearts On Fire August 2006 - January 2009
Kaze Design March 2003 - August 2005
Skills
Web Design, InDesign, Brochures, Dreamweaver, Adobe Creative Suite, Advertising, Email Marketing, Logo Design, Infographics, Usability Testing, Graphic Design, Photoshop, Mobile Web Design, Wire Framing, Branding & Identity, Illustrator, User Experience Design, Interaction Design, Axure RP, Responsive Web Design, User Interface Design
Education
Bentley University
Duel degree MBA and MS Human Factor In Information Design candidate
School of the Museum of Fine Arts 2011 — 2011
American University 1998 — 2002
B.A, Graphic Design
Phillips Academy
Betty Ford's Fidelity Investments Experience January 2006 - June 2008
Job Contract Recruiter for Mid Atlantic Region at TGI Fridays
Industry Retail
Experience
TGI Fridays April 2010 - Present
Circuit City July 2008 - March 2009
Fidelity Investments January 2006 - June 2008
Carlson Restaurants Worldwide April 2003 - December 2005
VA.com March 1999 - November 2000
Target Stores Incorporated October 1996 - March 1999
Martha Jefferson Hospital May 1993 - October 1996
Education
American University 1999 — 2001
MS, Human Resources
James Madison University 1978 — 1981
BS, Physical Education
TGI Fridays April 2010 - Present
Circuit City July 2008 - March 2009
Fidelity Investments January 2006 - June 2008
Carlson Restaurants Worldwide April 2003 - December 2005
VA.com March 1999 - November 2000
Target Stores Incorporated October 1996 - March 1999
Martha Jefferson Hospital May 1993 - October 1996
Education
American University 1999 — 2001
MS, Human Resources
James Madison University 1978 — 1981
BS, Physical Education
Bob Corcoran's Fidelity Investments Experience February 2006 - February 2009
Job Financial Services Product & Marketing Executive
Industry Financial Services
Experience
Bank of America January 2012 - Present
Bank of America 2009 - 2011
Fidelity Investments February 2006 - February 2009
Fidelity Investments May 2003 - January 2006
Fidelity Investments August 2002 - May 2003
Fidelity Investments September 1999 - August 2002
Skills
Retirement, Investments, Product Management, CRM, Leadership, Series 7, Series 63, Financial Services, Asset Allocation, Relationship Management, 401k, Mutual Funds, Wealth Management, Capital Markets, ERISA, Series 24, Alternative Investments, Retirement Planning, Investment Management, Securities, Segmentation, Executive Management, Fixed Income, Competitive Analysis, Equities, Pensions, Marketing, Thought Leadership, FINRA, Investment Advisory, Mergers & Acquisitions, Product Development, Management, Asset Management, Financial Advisory, Portfolio Management, Investment Strategies, Risk Management, Strategic Financial..., Strategic Communications, Financial Markets, Series 6, Finance, Options
Education
Amherst College
B.A. magna cum laude, American Studies
Boston University Questrom School of Business
M.B.A., Financial Services Marketing
Bank of America January 2012 - Present
Bank of America 2009 - 2011
Fidelity Investments February 2006 - February 2009
Fidelity Investments May 2003 - January 2006
Fidelity Investments August 2002 - May 2003
Fidelity Investments September 1999 - August 2002
Skills
Retirement, Investments, Product Management, CRM, Leadership, Series 7, Series 63, Financial Services, Asset Allocation, Relationship Management, 401k, Mutual Funds, Wealth Management, Capital Markets, ERISA, Series 24, Alternative Investments, Retirement Planning, Investment Management, Securities, Segmentation, Executive Management, Fixed Income, Competitive Analysis, Equities, Pensions, Marketing, Thought Leadership, FINRA, Investment Advisory, Mergers & Acquisitions, Product Development, Management, Asset Management, Financial Advisory, Portfolio Management, Investment Strategies, Risk Management, Strategic Financial..., Strategic Communications, Financial Markets, Series 6, Finance, Options
Education
Amherst College
B.A. magna cum laude, American Studies
Boston University Questrom School of Business
M.B.A., Financial Services Marketing
Marc Squires's Fidelity Investments Experience January 2005 - December 2007
Job Senior Vice President, Business Management at Fidelity Investments
Industry Financial Services
Experience
National Financial, a Fidelity Investments Company September 2013 - Present
National Financial, a Fidelity Investments Company July 2011 - August 2013
National Financial, a Fidelity Investments Company July 2009 - June 2011
National Financial, a Fidelity Investments Company January 2008 - June 2009
Fidelity Investments January 2005 - December 2007
Fidelity Investments January 2004 - February 2005
Fidelity Investments July 2003 - December 2003
Fidelity Investments January 2002 - June 2003
Fidelity Investments October 2000 - December 2001
Fidelity Investments May 1999 - December 2000
Education
American University 1993 — 1997
Justice
National Financial, a Fidelity Investments Company September 2013 - Present
National Financial, a Fidelity Investments Company July 2011 - August 2013
National Financial, a Fidelity Investments Company July 2009 - June 2011
National Financial, a Fidelity Investments Company January 2008 - June 2009
Fidelity Investments January 2005 - December 2007
Fidelity Investments January 2004 - February 2005
Fidelity Investments July 2003 - December 2003
Fidelity Investments January 2002 - June 2003
Fidelity Investments October 2000 - December 2001
Fidelity Investments May 1999 - December 2000
Education
American University 1993 — 1997
Justice
Abby Chipman's Fidelity Investments Experience August 2013 - August 2014
Job Independent Financial Planner
Industry Financial Services
Experience
Self-employed August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments May 2011 - August 2013
Fidelity Investments June 2010 - May 2011
Kogod School of Business August 2009 - May 2010
Center for Business Communication 2009 - 2010
Yehu Microfinance Trust May 2009 - July 2009
US Census Bureau May 2005 - August 2008
Skills
Analysis, Data Analysis, Financial Analysis, Management, Strategic Planning, Financial Modeling, Microsoft Excel, Corporate Finance, Finance, Investments, Risk Management, Business Analysis
Education
American University - Kogod School of Business 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2005
BS, Statistics
Self-employed August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments May 2011 - August 2013
Fidelity Investments June 2010 - May 2011
Kogod School of Business August 2009 - May 2010
Center for Business Communication 2009 - 2010
Yehu Microfinance Trust May 2009 - July 2009
US Census Bureau May 2005 - August 2008
Skills
Analysis, Data Analysis, Financial Analysis, Management, Strategic Planning, Financial Modeling, Microsoft Excel, Corporate Finance, Finance, Investments, Risk Management, Business Analysis
Education
American University - Kogod School of Business 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2005
BS, Statistics
Sue Ellen Simon's Fidelity Investments Experience February 2015 - Present
Job Director, Performance Consulting / Learning Partner at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
GlaxoSmithKline Research Triangle Park September 2013 - January 2015
GlaxoSmithKline April 2011 - September 2013
GlaxoSmithKline September 2008 - April 2011
GlaxoSmithKline April 2006 - September 2008
GlaxoSmithKline 2001 - April 2006
GlaxoSmithKline April 1999 - January 2001
GlaxoSmithKline March 1997 - March 1999
OshKosh B'Gosh March 1995 - January 1997
OshKosh B'Gosh June 1992 - March 1995
Skills
Performance Improvement, User-centered Design, Learning Technology, Organizational..., Instructional Design, E-learning, Online Training, Performance Management, Captivate, E-learning Development, Change Management, Strategic Planning, Team Building, E-Learning, Six Sigma, Training, Strategy, Leadership Development, Human Resources, Project Planning, Process Improvement, Learning Management, SharePoint, Business Analysis, Training Delivery, Vendor Management, Cross-functional Team...
Education
Boise State University 2008 — 2011
M.S. Engineering, Instructional & Performance Technology
American University 2000 — 2001
Organizational Development
University of Wisconsin-Eau Claire 1985 — 1989
BA Organizational Communication/Human Resource Mgmt
Fidelity Investments February 2015 - Present
GlaxoSmithKline Research Triangle Park September 2013 - January 2015
GlaxoSmithKline April 2011 - September 2013
GlaxoSmithKline September 2008 - April 2011
GlaxoSmithKline April 2006 - September 2008
GlaxoSmithKline 2001 - April 2006
GlaxoSmithKline April 1999 - January 2001
GlaxoSmithKline March 1997 - March 1999
OshKosh B'Gosh March 1995 - January 1997
OshKosh B'Gosh June 1992 - March 1995
Skills
Performance Improvement, User-centered Design, Learning Technology, Organizational..., Instructional Design, E-learning, Online Training, Performance Management, Captivate, E-learning Development, Change Management, Strategic Planning, Team Building, E-Learning, Six Sigma, Training, Strategy, Leadership Development, Human Resources, Project Planning, Process Improvement, Learning Management, SharePoint, Business Analysis, Training Delivery, Vendor Management, Cross-functional Team...
Education
Boise State University 2008 — 2011
M.S. Engineering, Instructional & Performance Technology
American University 2000 — 2001
Organizational Development
University of Wisconsin-Eau Claire 1985 — 1989
BA Organizational Communication/Human Resource Mgmt
Lauren Merrill's Fidelity Investments Experience June 2006 - May 2010
Job Attorney
Industry Legal Services
Experience
Fidelity Investments June 2006 - May 2010
State Street 2001 - 2006
Skills
Legal Writing
Education
New England Law Boston 2004 — 2008
Juris Doctorate, Member of Massachusetts Bar
American University 1994 — 1998
BA, Communications
Fidelity Investments June 2006 - May 2010
State Street 2001 - 2006
Skills
Legal Writing
Education
New England Law Boston 2004 — 2008
Juris Doctorate, Member of Massachusetts Bar
American University 1994 — 1998
BA, Communications
Frank B Quirk's Fidelity Investments Experience January 1985 - February 1988
Job Creative Producer of Video Based Workshops and ELearning Materials
Industry Professional Training & Coaching
Experience
Frank B Quirk Training January 2009 - Present
Northeastern University January 1980 - February 2009
Commonwealth of Massachusetts February 1988 - June 2006
Fidelity Investments January 1985 - February 1988
Systems Training January 1980 - November 1983
Westinghouse Learning Corporation April 1968 - June 1973
Skills
Training Media..., E-learning, Microsoft Office, Teaching, Writing, Consulting
Education
American International College
Bachelor's degree, Englsih
University of Massachusetts, Amherst
Master's degree, English
Frank B Quirk Training January 2009 - Present
Northeastern University January 1980 - February 2009
Commonwealth of Massachusetts February 1988 - June 2006
Fidelity Investments January 1985 - February 1988
Systems Training January 1980 - November 1983
Westinghouse Learning Corporation April 1968 - June 1973
Skills
Training Media..., E-learning, Microsoft Office, Teaching, Writing, Consulting
Education
American International College
Bachelor's degree, Englsih
University of Massachusetts, Amherst
Master's degree, English
Dawn O'Gara's Fidelity Investments Experience January 2005 - February 2009
Job Senior Administrative Assistant at Babcock Power
Industry Financial Services
Experience
Babcock Power April 2014 - Present
Ramsay Associates October 2012 - Present
Girl Scouts September 2008 - April 2015
SEB Steelers - Pop Warner August 2011 - June 2013
iSoftStone August 2011 - October 2012
The Body Shop at Home August 2007 - April 2009
Fidelity Investments January 2005 - February 2009
Fidelity Investments January 2005 - February 2009
Fidelity Investments July 2000 - January 2005
Fidelity Investments July 2000 - January 2005
Skills
Management, Leadership, Analysis, SQL, Process Improvement, Training, Data Analysis, Product Management, Data Warehousing, Marketing, Coaching, Program Management, Team Building, Call Centers, Sales, Business Analysis
Education
Capella University 2015 — 2017
Bachelor’s Degree, Business Intelligence / Finance
Quinsigamond Community College 1991 — 1992
American International College
Babcock Power April 2014 - Present
Ramsay Associates October 2012 - Present
Girl Scouts September 2008 - April 2015
SEB Steelers - Pop Warner August 2011 - June 2013
iSoftStone August 2011 - October 2012
The Body Shop at Home August 2007 - April 2009
Fidelity Investments January 2005 - February 2009
Fidelity Investments January 2005 - February 2009
Fidelity Investments July 2000 - January 2005
Fidelity Investments July 2000 - January 2005
Skills
Management, Leadership, Analysis, SQL, Process Improvement, Training, Data Analysis, Product Management, Data Warehousing, Marketing, Coaching, Program Management, Team Building, Call Centers, Sales, Business Analysis
Education
Capella University 2015 — 2017
Bachelor’s Degree, Business Intelligence / Finance
Quinsigamond Community College 1991 — 1992
American International College
Britton Clarke's Fidelity Investments Experience January 2015 - Present
Job Director, Software Engineering Development at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - January 2015
Fidelity Investments February 2008 - July 2012
Cardinal Solutions June 2007 - January 2008
Solstice Software June 2006 - June 2007
Fannie Mae July 2000 - June 2006
Education
American University - Kogod School of Business 2003 — 2005
MS, Information Technology Management
Virginia Tech 1995 — 1999
BS, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - January 2015
Fidelity Investments February 2008 - July 2012
Cardinal Solutions June 2007 - January 2008
Solstice Software June 2006 - June 2007
Fannie Mae July 2000 - June 2006
Education
American University - Kogod School of Business 2003 — 2005
MS, Information Technology Management
Virginia Tech 1995 — 1999
BS, Finance
SGT David Barnhart's Fidelity Investments Experience July 2008 - August 2008
Job Joint Operations Tech Army National Guard at Maryland Emergency Management Agency National Guard
Industry Financial Services
Experience
Maryland Emergency Management Agency National Guard June 2009 - Present
Maryland Army National Guard 2009 - 2014
Enterprise Rent-A-Car September 2008 - May 2009
Fidelity Investments July 2008 - August 2008
Costar Group August 2005 - February 2008
Education
University of Maryland College Park 2000 — 2003
BA, International Relations
American Public University System
Masters, Emergency Disaster Management
Maryland Emergency Management Agency National Guard June 2009 - Present
Maryland Army National Guard 2009 - 2014
Enterprise Rent-A-Car September 2008 - May 2009
Fidelity Investments July 2008 - August 2008
Costar Group August 2005 - February 2008
Education
University of Maryland College Park 2000 — 2003
BA, International Relations
American Public University System
Masters, Emergency Disaster Management
Stewart Ellis's Fidelity Investments Experience May 2007 - September 2008
Job Blending Technical Support with Relationship Management Support Engineer
Industry Information Technology and Services
Experience
The New England Job Show March 2009 - April 2009
Fidelity Investments May 2007 - September 2008
Fidelity Investments December 2003 - May 2007
Fidelity Investments November 2001 - December 2003
EMC October 2000 - May 2001
Skills
Social Skills, Financial Services, Process Improvement, Business Analysis, Relationship Management, Project Management, Requirements Analysis, Analysis, SDLC, Risk Management, Data Analysis, Customer Service, Insurance, Customer Satisfaction, Software Project..., Troubleshooting, Leadership, Management, Employee Benefits, Business Process
Education
Nichols College 1974 — 1976
BSBA
American International College 1972 — 1974
The New England Job Show March 2009 - April 2009
Fidelity Investments May 2007 - September 2008
Fidelity Investments December 2003 - May 2007
Fidelity Investments November 2001 - December 2003
EMC October 2000 - May 2001
Skills
Social Skills, Financial Services, Process Improvement, Business Analysis, Relationship Management, Project Management, Requirements Analysis, Analysis, SDLC, Risk Management, Data Analysis, Customer Service, Insurance, Customer Satisfaction, Software Project..., Troubleshooting, Leadership, Management, Employee Benefits, Business Process
Education
Nichols College 1974 — 1976
BSBA
American International College 1972 — 1974
Bob Gett's Fidelity Investments Experience March 1988 - July 1990
Job Executive Chairman, CoFounder INSPIRED
Industry Information Technology and Services
Experience
Inspired. January 2013 - Present
Optaros July 2004 - August 2012
Viant, INC April 1996 - March 2002
Cambridge Technology Partners August 1990 - April 1996
Fidelity Investments March 1988 - July 1990
Smith Barney September 1981 - March 1988
Skills
IT Strategy, Emerging Technologies, E-commerce, Enterprise Architecture, SaaS
Education
American University
MS, Management
Indiana University of Pennsylvania
BS, Mathematics
Inspired. January 2013 - Present
Optaros July 2004 - August 2012
Viant, INC April 1996 - March 2002
Cambridge Technology Partners August 1990 - April 1996
Fidelity Investments March 1988 - July 1990
Smith Barney September 1981 - March 1988
Skills
IT Strategy, Emerging Technologies, E-commerce, Enterprise Architecture, SaaS
Education
American University
MS, Management
Indiana University of Pennsylvania
BS, Mathematics
Tobi Levine's Fidelity Investments Experience September 2003 - September 2015
Job Learning Business Manager at Santander Bank, N.A.
Industry Human Resources
Experience
Santander Bank, N.A. September 2015 - Present
Fidelity Investments September 2003 - September 2015
Skills
Vendor Management, Training, Program Management, Business Analysis, Leadership, Management, Public Speaking, Strategy, Project Management, Customer Service, Event Planning, Strategic Planning, Microsoft Office, Event Management
Education
American University
Communications
Santander Bank, N.A. September 2015 - Present
Fidelity Investments September 2003 - September 2015
Skills
Vendor Management, Training, Program Management, Business Analysis, Leadership, Management, Public Speaking, Strategy, Project Management, Customer Service, Event Planning, Strategic Planning, Microsoft Office, Event Management
Education
American University
Communications
Steven Meallo CISSP's Fidelity Investments Experience October 2005 - December 2011
Job Enterprise Information Security & Risk Management at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Health December 2011 - Present
Fidelity Investments October 2005 - December 2011
Fidelity Investments March 2002 - September 2005
Fidelity Investments May 1999 - February 2002
Fidelity Investments May 1995 - April 1999
Skills
Risk Management, Quality Assurance, Agile Methodologies, Project Management, Program Management, Requirements Analysis, SDLC, Information Security, Portfolio Management, Organizational..., Information Security..., Information Security..., Information Security..., Information Security..., Healthcare Information..., Pharmaceutical Sales, Retail, Identity Management, Federated Identity..., Oracle Identity Manager, Process Maturity, Maturity Assessments, Organizational Maturity, CMMI, HIPAA, PCI DSS, FTC, SOX Compliancy, SSAE 16, IT Security Operations, Risk Assessment, Process Improvement
Education
Amherst College 1989 — 1993
BS Political Science, Political Science, Economics, History
Duxbury High School 1986 — 1989
CVS Health December 2011 - Present
Fidelity Investments October 2005 - December 2011
Fidelity Investments March 2002 - September 2005
Fidelity Investments May 1999 - February 2002
Fidelity Investments May 1995 - April 1999
Skills
Risk Management, Quality Assurance, Agile Methodologies, Project Management, Program Management, Requirements Analysis, SDLC, Information Security, Portfolio Management, Organizational..., Information Security..., Information Security..., Information Security..., Information Security..., Healthcare Information..., Pharmaceutical Sales, Retail, Identity Management, Federated Identity..., Oracle Identity Manager, Process Maturity, Maturity Assessments, Organizational Maturity, CMMI, HIPAA, PCI DSS, FTC, SOX Compliancy, SSAE 16, IT Security Operations, Risk Assessment, Process Improvement
Education
Amherst College 1989 — 1993
BS Political Science, Political Science, Economics, History
Duxbury High School 1986 — 1989
Andrew Herguth's Fidelity Investments Experience December 2010 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments November 2009 - January 2011
Skills
Financial Services, Series 7, Process Improvement, Vendor Management, Business Analysis, Mutual Funds, Project Management, Relationship Management, Risk Management, Equities, Fixed Income, Business Process...
Education
American University
Economics
Fidelity Investments December 2010 - Present
Fidelity Investments November 2009 - January 2011
Skills
Financial Services, Series 7, Process Improvement, Vendor Management, Business Analysis, Mutual Funds, Project Management, Relationship Management, Risk Management, Equities, Fixed Income, Business Process...
Education
American University
Economics
Nati Davidi's Fidelity Investments Experience September 2013 - Present
Job Vice President, Associate General Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments July 2007 - September 2013
Fidelity Investments December 2004 - June 2007
Fidelity Investments April 1999 - November 2004
Skills
Securities Regulation, Corporate Governance, Mutual Funds, Investment Advisers Act, Investment Advisory, Investment Management, Financial Services, Asset Managment, Fixed Income
Education
American University, Washington College of Law 1994 — 1997
JD
Tufts University 1989 — 1993
BA
Fidelity Investments September 2013 - Present
Fidelity Investments July 2007 - September 2013
Fidelity Investments December 2004 - June 2007
Fidelity Investments April 1999 - November 2004
Skills
Securities Regulation, Corporate Governance, Mutual Funds, Investment Advisers Act, Investment Advisory, Investment Management, Financial Services, Asset Managment, Fixed Income
Education
American University, Washington College of Law 1994 — 1997
JD
Tufts University 1989 — 1993
BA
Julie Richmond's Fidelity Investments Experience October 2007 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
Berman DeValerio Pease Tabacco Burt & Pucillo 2002 - 2007
Goodwin Procter LLP 1998 - 2002
Skills
Securities, Litigation, Securities Regulation, Corporate Governance, Corporate Law, Due Diligence, Prime Brokerage, Commercial Litigation, Capital Markets, Alternative Investments, Hedge Funds, Equities, Financial Services
Education
American University, Washington College of Law 1995 — 1998
JD
Tufts University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Fidelity Investments October 2007 - Present
Berman DeValerio Pease Tabacco Burt & Pucillo 2002 - 2007
Goodwin Procter LLP 1998 - 2002
Skills
Securities, Litigation, Securities Regulation, Corporate Governance, Corporate Law, Due Diligence, Prime Brokerage, Commercial Litigation, Capital Markets, Alternative Investments, Hedge Funds, Equities, Financial Services
Education
American University, Washington College of Law 1995 — 1998
JD
Tufts University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Bruce Dirks's Fidelity Investments Experience September 2000 - April 2013
Job Sr. VP at ViaSat
Industry Information Technology and Services
Experience
ViaSat Inc. April 2013 - Present
ViaSat April 2013 - Present
Fidelity Investments September 2000 - April 2013
Skills
Investments, Portfolio Management, Equities, Hedge Funds, Asset Management, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Corporate Development, Mutual Funds, Fixed Income
Education
The University of Chicago 1989 — 1992
MBA, Finanace
Amherst College 1977 — 1981
BA, Economics
ViaSat Inc. April 2013 - Present
ViaSat April 2013 - Present
Fidelity Investments September 2000 - April 2013
Skills
Investments, Portfolio Management, Equities, Hedge Funds, Asset Management, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Corporate Development, Mutual Funds, Fixed Income
Education
The University of Chicago 1989 — 1992
MBA, Finanace
Amherst College 1977 — 1981
BA, Economics
Karen J Montgomery - CBAP, CSPO, CSM's Fidelity Investments Experience 2007 - 2011
Job Senior Business Analyst Manager at PriceWaterhouseCoopers US IT IFS
Industry Information Technology and Services
Experience
PriceWaterhouseCoopers US IT IFS January 2014 - Present
Robert Half International October 2012 - July 2013
Eliassen Group July 2012 - September 2012
TEKsystems March 2011 - June 2012
Fidelity Investments 2007 - 2011
City of Durham 2004 - 2007
Nortel Networks 2000 - 2001
Bell & Howell 1999 - 2000
AT&T 1995 - 1998
Skills
Business Analysis, Requirements Analysis, Team Building, Strategy, Strategic Planning, Leadership, Process Improvement, Business Process..., Agile & Waterfall..., Process Modeling, SDLC, Use Cases, User Stories, Business Acceptance..., Visio, Rational Team Concert, Scrum, Agile Methodologies, Waterfall, Business Process..., Enterprise Software, Telecommunications, Business Requirements, Analysis, Business Process, Business Process Design, Systems Analysis, Requirements Gathering, Project Portfolio..., Agile Project Management, Vendor Management
Education
American University
Bachelor of Arts (BA), Psychology
Pratt Institute
MS, Land Use Planning
PriceWaterhouseCoopers US IT IFS January 2014 - Present
Robert Half International October 2012 - July 2013
Eliassen Group July 2012 - September 2012
TEKsystems March 2011 - June 2012
Fidelity Investments 2007 - 2011
City of Durham 2004 - 2007
Nortel Networks 2000 - 2001
Bell & Howell 1999 - 2000
AT&T 1995 - 1998
Skills
Business Analysis, Requirements Analysis, Team Building, Strategy, Strategic Planning, Leadership, Process Improvement, Business Process..., Agile & Waterfall..., Process Modeling, SDLC, Use Cases, User Stories, Business Acceptance..., Visio, Rational Team Concert, Scrum, Agile Methodologies, Waterfall, Business Process..., Enterprise Software, Telecommunications, Business Requirements, Analysis, Business Process, Business Process Design, Systems Analysis, Requirements Gathering, Project Portfolio..., Agile Project Management, Vendor Management
Education
American University
Bachelor of Arts (BA), Psychology
Pratt Institute
MS, Land Use Planning
Bill Jillett's Fidelity Investments Experience 1999 - 2008
Job Senior Software Engineer/Tech Lead
Industry Information Technology and Services
Experience
Air2App February 2009 - August 2009
Fidelity Investments 1999 - 2008
State Street Bank 1998 - 1999
Fidelity Investments 1995 - 1998
State Street Bank 1991 - 1995
The Softbridge Group 1989 - 1991
Education
American International College 2009 — 2010
Master Certificate Program, Enterprise Programming and Development
Boston College
BA, Mathematics
Air2App February 2009 - August 2009
Fidelity Investments 1999 - 2008
State Street Bank 1998 - 1999
Fidelity Investments 1995 - 1998
State Street Bank 1991 - 1995
The Softbridge Group 1989 - 1991
Education
American International College 2009 — 2010
Master Certificate Program, Enterprise Programming and Development
Boston College
BA, Mathematics
David Guden's Fidelity Investments Experience November 1999 - Present
Job Team Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1999 - Present
Pro Ambitions Hockey, Inc. August 1995 - Present
Fidelity 1995 - 2008
Education
American International College 1992 — 1994
MED
Providence College 1986 — 1990
BA
Fidelity Investments November 1999 - Present
Pro Ambitions Hockey, Inc. August 1995 - Present
Fidelity 1995 - 2008
Education
American International College 1992 — 1994
MED
Providence College 1986 — 1990
BA
Thomas Doane's Fidelity Investments Experience February 2004 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2004 - Present
Shore.NET 1994 - 2001
Education
American InterContinental University 2003 — 2004
BS, Information Technology
Fidelity Investments February 2004 - Present
Shore.NET 1994 - 2001
Education
American InterContinental University 2003 — 2004
BS, Information Technology
Stephanie Goff's Fidelity Investments Experience 1998 - 2005
Job AIC MCSA Graduate
Industry Computer Software
Experience
Fidelity Investments 1998 - 2005
Education
American International College 2007 — 2008
MCSA
Vassar College 1981 — 1985
BA, Biology
Fidelity Investments 1998 - 2005
Education
American International College 2007 — 2008
MCSA
Vassar College 1981 — 1985
BA, Biology
Dan Tappen's Fidelity Investments Experience May 2012 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Education
American University
Bachelor of Arts (BA), International Studies
Fidelity Investments May 2012 - Present
Education
American University
Bachelor of Arts (BA), International Studies
Dimmi Bolling's Fidelity Investments Experience November 2010 - November 2013
Job Business Operations Analyst at Akamai Technologies
Industry Nonprofit Organization Management
Experience
Akamai Technologies July 2015 - Present
athenahealth December 2013 - July 2015
Fidelity Investments November 2010 - November 2013
Clear Channel Communications January 2010 - June 2010
Bentley University 2007 - 2010
New England Aquarium May 2007 - August 2008
J.P Morgan Chase June 2006 - August 2006
Boston Private Industry Council 2004 - 2006
Boston Community Leadership Academy 2002 - 2006
Bank of America June 2005 - August 2005
Skills
Social Media, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Research, Social Networking, Facebook, Non-profits, Customer Service, Nonprofits, Data Entry, Time Management, Editing, Access, Data Analysis, Outlook, Microsoft Word, Analysis, Leadership, Sales, Salesforce.com
Education
Bentley University 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bentley University 2007 — 2010
Bachelor of Science, Business Management
American University 2006 — 2007
Bachelor, Science
Akamai Technologies July 2015 - Present
athenahealth December 2013 - July 2015
Fidelity Investments November 2010 - November 2013
Clear Channel Communications January 2010 - June 2010
Bentley University 2007 - 2010
New England Aquarium May 2007 - August 2008
J.P Morgan Chase June 2006 - August 2006
Boston Private Industry Council 2004 - 2006
Boston Community Leadership Academy 2002 - 2006
Bank of America June 2005 - August 2005
Skills
Social Media, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Research, Social Networking, Facebook, Non-profits, Customer Service, Nonprofits, Data Entry, Time Management, Editing, Access, Data Analysis, Outlook, Microsoft Word, Analysis, Leadership, Sales, Salesforce.com
Education
Bentley University 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bentley University 2007 — 2010
Bachelor of Science, Business Management
American University 2006 — 2007
Bachelor, Science
Monique Boucher's Fidelity Investments Experience December 2013 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments December 2013 - Present
Goodwin Procter LLP October 2008 - December 2013
Gilbert & Renton May 2006 - August 2006
Meridian One September 2003 - June 2005
Education
Boston College Law School 2005 — 2008
JD, Law
American University 1996 — 1999
B.A., International Studies, Pre-law
Fidelity Investments December 2013 - Present
Goodwin Procter LLP October 2008 - December 2013
Gilbert & Renton May 2006 - August 2006
Meridian One September 2003 - June 2005
Education
Boston College Law School 2005 — 2008
JD, Law
American University 1996 — 1999
B.A., International Studies, Pre-law
Treston Teague's Fidelity Investments Experience September 2014 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments February 2014 - August 2014
Fidelity Investments February 2013 - February 2014
Roland Agency, American Income Life February 2012 - January 2013
Education
California State University-Sacramento 2010 — 2011
Bachelor of Arts (BA), Economics
American River College 2005 — 2008
Physics
Fidelity Investments September 2014 - Present
Fidelity Investments February 2014 - August 2014
Fidelity Investments February 2013 - February 2014
Roland Agency, American Income Life February 2012 - January 2013
Education
California State University-Sacramento 2010 — 2011
Bachelor of Arts (BA), Economics
American River College 2005 — 2008
Physics
Juliette Motz's Fidelity Investments Experience June 2006 - Present
Job Defined Contributions Representative
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Skills
Mutual Funds, Series 7, Retirement Planning
Education
American InterContinental University 2009 — 2011
Fidelity Investments June 2006 - Present
Skills
Mutual Funds, Series 7, Retirement Planning
Education
American InterContinental University 2009 — 2011
Jennifer Breslouf's Fidelity Investments Experience October 1999 - August 2010
Job Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company September 2010 - Present
Fidelity Investments October 1999 - August 2010
Skills
Securities, Investments, Series 7, Equities, Risk Management, Hedge Funds, FINRA, Alternative Investments
Education
American University Washington College of Law 1989 — 1992
J.D.
Boston University Questrom School of Business 1984 — 1988
BSBA, magna cum laude, Finance
Loomis, Sayles & Company September 2010 - Present
Fidelity Investments October 1999 - August 2010
Skills
Securities, Investments, Series 7, Equities, Risk Management, Hedge Funds, FINRA, Alternative Investments
Education
American University Washington College of Law 1989 — 1992
J.D.
Boston University Questrom School of Business 1984 — 1988
BSBA, magna cum laude, Finance
Paul Cowles's Fidelity Investments Experience August 2000 - January 2006
Job Brokerage Professional/Medicare Advisor
Industry Financial Services
Experience
Extend Health 2014 - Present
Adecco Group December 2013 - April 2014
Wells Fargo Advisors November 2010 - August 2012
Fidelity Investments August 2000 - January 2006
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Coaching, Training, Brokerage, Wellness, Fitness, Nutrition
Education
American University
Bachelor of Science (BS), Business Finance
Weber State University
Taxation
Extend Health 2014 - Present
Adecco Group December 2013 - April 2014
Wells Fargo Advisors November 2010 - August 2012
Fidelity Investments August 2000 - January 2006
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Coaching, Training, Brokerage, Wellness, Fitness, Nutrition
Education
American University
Bachelor of Science (BS), Business Finance
Weber State University
Taxation
Elton Cho's Fidelity Investments Experience July 2013 - Present
Job High Yield Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2013 - Present
Education
Amherst College 2009 — 2013
Bachelor's Degree, Economics, Mathematics, Environmental Studies
Fidelity Investments July 2013 - Present
Education
Amherst College 2009 — 2013
Bachelor's Degree, Economics, Mathematics, Environmental Studies
herman james's Fidelity Investments Experience June 2006 - November 2008
Job
Industry Financial Services
Experience
UBS Financial Services December 2009 - June 2012
Fidelity Investments June 2006 - November 2008
UBS Financial Services September 2001 - June 2006
PAINEWEBBER INC February 1994 - August 2000
PAINEWEBBER INC February 1984 - January 1994
Skills
Finance, Financial Analysis, Microsoft Excel, Account Reconciliation, Analysis, Mutual Funds, Securities, Management, Investments, Trading, General Ledger, Bonds, Microsoft Office, Product Management
Education
American InterContinental University 2006 — 2009
AABA Degree, Business Administration
UBS Financial Services December 2009 - June 2012
Fidelity Investments June 2006 - November 2008
UBS Financial Services September 2001 - June 2006
PAINEWEBBER INC February 1994 - August 2000
PAINEWEBBER INC February 1984 - January 1994
Skills
Finance, Financial Analysis, Microsoft Excel, Account Reconciliation, Analysis, Mutual Funds, Securities, Management, Investments, Trading, General Ledger, Bonds, Microsoft Office, Product Management
Education
American InterContinental University 2006 — 2009
AABA Degree, Business Administration
Maria Susanin's Fidelity Investments Experience March 2015 - Present
Job MBA, DB Plan Professional
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Prudential Financial June 2007 - January 2009
Prudential Financial January 2006 - June 2007
Prudential Financial January 2005 - January 2006
CIGNA Retirement & Investment Services September 2003 - December 2004
CIGNA Retirement & Investment Services - Benefits Access January 2001 - June 2002
CIGNA Retirement & Investment Services - Benefits Access January 2000 - January 2001
CIGNA Retirement & Investment Services - Benefits Access January 1999 - January 2000
CIGNA Retirement & Investment Services August 1996 - January 1999
Education
American International College
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (M.B.A.)
Fidelity Investments March 2015 - Present
Prudential Financial June 2007 - January 2009
Prudential Financial January 2006 - June 2007
Prudential Financial January 2005 - January 2006
CIGNA Retirement & Investment Services September 2003 - December 2004
CIGNA Retirement & Investment Services - Benefits Access January 2001 - June 2002
CIGNA Retirement & Investment Services - Benefits Access January 2000 - January 2001
CIGNA Retirement & Investment Services - Benefits Access January 1999 - January 2000
CIGNA Retirement & Investment Services August 1996 - January 1999
Education
American International College
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (M.B.A.)
Susan Sgroi's Fidelity Investments Experience 2009 - December 2014
Job CHRO at Blue Cross Blue Shield of Massachusetts
Industry Human Resources
Experience
Blue Cross Blue Shield of Massachusetts January 2015 - Present
Fidelity Investments 2009 - December 2014
Skills
Employee Benefits, Organizational Design, Performance Management, Human Resources, Talent Acquisition, Employee Engagement, Talent Management, Organizational..., Organizational..., Succession Planning, Executive Coaching, Strategy, Leadership, Management, Leadership Development, Employee Relations, Change Management
Education
American University
Master's degree, Organizational Development
Bowdoin College
Bachelor's degree, Psychology
Blue Cross Blue Shield of Massachusetts January 2015 - Present
Fidelity Investments 2009 - December 2014
Skills
Employee Benefits, Organizational Design, Performance Management, Human Resources, Talent Acquisition, Employee Engagement, Talent Management, Organizational..., Organizational..., Succession Planning, Executive Coaching, Strategy, Leadership, Management, Leadership Development, Employee Relations, Change Management
Education
American University
Master's degree, Organizational Development
Bowdoin College
Bachelor's degree, Psychology
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank