Fidelity Investments

Industry: Financial services company

Description

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

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

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Fidelity Investments Employees

Employee
Years
Job
Industry
Sean Eckelman Sean Eckelman Greater Boston Area Details
Sean Eckelman's Fidelity Investments Experience June 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Boston College Portfolio Challenge   April 2012 - May 2014
Fidelity Investments   June 2013 - December 2013
Starpoint Consulting L.L.C   July 2011 - September 2012
Self-Employed  January 2006 - September 2010
Boston Blazers  June 2007 - September 2007

Skills
Multilingual, Sales, Client Relations Skills, Customer Service, Learning Quickly, Inventory Management, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Guitar, Recruiting

Education
Boston College - Carroll School of Management   2010 — 2014
Finance, Business

The University of Glasgow   2012 — 2012
Junior

Bellevue High School   2006 — 2010

Elizabeth Mello Elizabeth Mello Jersey City, New Jersey Details
Elizabeth Mello's Fidelity Investments Experience September 2013 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Fidelity Investments   May 2011 - September 2013
Dana-Farber Cancer Institute  June 2007 - September 2010

Skills
Data Analysis, Bloomberg, Investments, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Business Analysis, Business Planning, Strategic Financial...

Education
Boston University   2007 — 2011
Bachelor's Degree, Economics and Biology, 3.73

Boston Latin School   2001 — 2007

Stephen Caywood, JD | CPA Stephen Caywood, JD | CPA Dallas/Fort Worth Area Details
Stephen Caywood, JD | CPA's Fidelity Investments Experience July 2014 - Present
Job Director, Strategic Contracts at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   October 2012 - July 2014
State Street  August 2011 - December 2011
Ernst & Young  June 2011 - August 2011
United States Department of Labor Employee Benefits Security Administration  June 2010 - August 2010
Ernst & Young  July 2006 - August 2009

Education
Boston College Law School   2009 — 2012
Doctor of Law (J.D.), Law

Texas A&M University - Mays Business School   2005 — 2006
Master of Science (M.S.), Accounting

Texas A&M University - Mays Business School   2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting

Scott Rickman Scott Rickman Greenwich, Connecticut Details
Scott Rickman's Fidelity Investments Experience February 2012 - April 2014
Job Vice President, Private Client Advisor JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A.   September 2014 - Present
Fidelity Investments   February 2012 - April 2014
Merrill Lynch  January 2006 - December 2010
UBS Wealth Management  June 2004 - January 2006
Rabobank  October 1997 - December 2001
PricewaterhouseCoopers Limited  September 1994 - September 1996

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

University of Miami   1993 — 1995
MST, Taxation

Boston University - School of Management   1989 — 1993
BSBA, Business

Choate Rosemary Hall

Colby Jackson Colby Jackson Greater Boston Area Details
Colby Jackson's Fidelity Investments Experience June 2014 - August 2014
Job Legal Intern at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments   June 2014 - August 2014
Prep Test Specialists   May 2012 - December 2013
Tutors for All  October 2010 - March 2011

Skills
Tutoring, Fundraising, Nonprofits, Teaching, Editing, Community Outreach, Social Media, Event Planning, Public Speaking, Blogging, Facebook, Copy Editing, Political Communication, Social Networking, Research, Press Releases, Higher Education, Creative Writing

Education
Boston College Law School   2013 — 2016
Doctor of Law (J.D.), Law

Emerson College   2010 — 2013
Bachelor's Degree, Communication Studies

Jake Goldklang Jake Goldklang Boston, Massachusetts Details
Jake Goldklang's Fidelity Investments Experience June 2012 - August 2012
Job Ad Sales Assistant, NBC Sports at NBCUniversal, Inc.
Industry
Experience
NBCUniversal, Inc.   August 2015 - Present
NBCUniversal, Inc.   June 2014 - August 2014
Fidelity Investments   June 2012 - August 2012
ARAMARK  April 2010 - October 2010

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Data Entry, Event Planning, Data Analysis, Time Management, Teamwork, Research, Social Media, Facebook

Education
Vanderbilt University   2011 — 2015
Bachelor of Arts (B.A.), Psychology

Boston Latin School   2005 — 2011

Johanna Kenney Johanna Kenney Brooklyn, New York Details
Johanna Kenney's Fidelity Investments Experience June 2010 - September 2011
Job Art Director, Freelance
Industry Graphic Design
Experience
iHeartRadio  September 2014 - September 2015
Isobar  May 2013 - September 2014
Tigerspike  January 2012 - April 2013
Bite Sized Candy   September 2011 - October 2011
Fidelity Investments   June 2010 - September 2011
Gather.com  May 2009 - December 2009
go2 Media  June 2009 - September 2009
Boston Mayor's Mural Crew   June 2005 - August 2007

Skills
Web Design, Mobile Design, Interactive Design, Web Development, Print Collateral Design, Concept Development, User Experience, Adobe Creative Suite, After Effects, HTML, PHP, Final Cut Pro, Mobile, CSS, User Interface Design, Dreamweaver, Graphic Design, Illustrator, Typography, Photoshop, Logo Design, Wordpress, Photography, Interaction Design, Art Direction, Invertebrate Zoology, Rodent Surgery, Animal Behavior, Information Design, User-centered Design, Mobile Devices

Education
Massachusetts College of Art & Design
BFA, Graphic Design

Boston Latin School

Pauline So Lee Pauline So Lee Greater Boston Area Details
Pauline So Lee's Fidelity Investments Experience 1991 - 1992
Job Operations Manager, Independent Mortgage
Industry Real Estate
Experience
Independent Mortgage  2004 - Present
Centre Realty Group  2004 - Present
Bank of America  1996 - 2004
Trillium Asset Management  1992 - 1996
Fidelity Investments   1991 - 1992

Skills
Marketing Strategy, Mortgage, Short Sales, Home, Real Estate, Sellers, First Time Home Buyers, Investment Properties, Loans, Residential, Mortgage Lending, Residential Homes, Condos, Real Estate Financing, Selling, Referrals, Investors, Foreclosures, Investments, Real Estate Transactions

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Banking, Corporate, Finance, and Securities Law

Tufts University   1987 — 1991
BS, Biology

Boston Latin School   1981 — 1987

Steve Clark, CFP®, CIMA® Steve Clark, CFP®, CIMA® Saint Louis, Missouri Details
Steve Clark, CFP®, CIMA®'s Fidelity Investments Experience June 2007 - December 2014
Job Portfolio Specialist, Central U.S., at The Royce Funds
Industry Financial Services
Experience
The Royce Funds  December 2014 - Present
Fidelity Investments   June 2007 - December 2014
Fidelity Investments   June 1998 - June 2007

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2004
Master of Science in Finance

Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2003
MBA

Miami University   1994 — 1998
BS, Finance & Accountancy

The Summit Country Day School   1981 — 1994

Peter J. Mongeau Peter J. Mongeau Wellesley Hills, Massachusetts Details
Peter J. Mongeau's Fidelity Investments Experience April 2006 - March 2012
Job Founder of Tuscany Press,Tuscany Films and the Tuscany Prize uniting faith and culture through books and film.
Industry Financial Services
Experience
Tuscany Press, LLC   April 2012 - Present
Fidelity Investments   April 2006 - March 2012
Veritude, LLC / Fidelity Investments   November 2005 - February 2006
Fidelity Investments   March 2001 - December 2001
John Hancock Life Insurance Company (U.S.A.)   September 1998 - February 2001

Skills
CFA - Level I, CFA- Level II, Investments, Editing, Public Speaking, Leadership, Financial Services, Publishing, Analysis, Risk Management, Portfolio Management, Mutual Funds, Asset Management, Research, Social Media Marketing, Strategic Planning, Social Media, Entrepreneurship, Social Networking, Nonprofits, Blogging, Legal Compliance

Education
Boston College - Wallace E. Carroll Graduate School of Management   1993 — 1995
M.B.A., Finance

Boston University - School of Management   1988 — 1990
Bachelor of Science, Business Administration

Scott O'Reilly Scott O'Reilly Greater Boston Area Details
Scott O'Reilly's Fidelity Investments Experience December 2011 - Present
Job VP, Investment Capability Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   December 2011 - Present
Fidelity Investments   January 2004 - December 2011
Fidelity Investments   May 1999 - January 2004
Fidelity Investments   June 1997 - May 1999

Skills
Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Asset Management, Financial Modeling, Investment Management, Investment Strategies, Alternative Investments, Securities, Financial Analysis, Investment Advisory

Education
Boston College - Carroll School of Management   1998 — 1999
Master's degree, Finance, General

Boston College - Carroll School of Management   1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General

Emily Jager Emily Jager Boston, Massachusetts Details
Emily Jager's Fidelity Investments Experience May 2013 - August 2013
Job Equity Research Associate at MFS Investment Management
Industry Higher Education
Experience
MFS Investment Management  September 2014 - Present
George Washington University  2014 - 2014
Fidelity Investments   May 2013 - August 2013
Modus Hotels  2011 - May 2013
Fidelity Investments   May 2012 - August 2012
NFIB  September 2011 - December 2011
Lewis Wharf Condominiums   May 2011 - September 2011
Barkan Management Co., Inc.   May 2008 - September 2011
Beacon Hill Athletic Clubs  January 2010 - July 2010

Skills
Social Media, Microsoft Excel, Public Speaking, PowerPoint, Research, SPSS, Microsoft Office, Access, Communication, Prezi, Market Analysis, Trend Analysis

Education
The George Washington University - School of Business   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance with a minor in Economics

Boston Latin School   2003 — 2010

Bill Taussig Bill Taussig Greater Boston Area Details
Bill Taussig's Fidelity Investments Experience February 2003 - December 2009
Job Principal Web Designer | Web Developer | Writer at Taussig Communications
Industry Internet
Experience
Taussig Communications   September 2010 - Present
Fidelity Investments   February 2003 - December 2009
WilmerHale  1996 - 1998
Supreme Judicial Court of Massachusetts  1995 - 1996
US Navy  1986 - 1991

Skills
Web Design, HTML, XHTML, HTML5, CSS, Front-end Development, JavaScript, jQuery, XML, AJAX, JSON, Web Development, PHP, MySQL, CMS, Wordpress, Social Media, SEO, SEO copywriting, Copywriting, Copy Editing, Adobe Creative Suite, Flash, ActionScript, Front-end, HTML 5, WordPress, Blogging, User Interface Design, User Experience, Dreamweaver, Usability, User Interface, Website Development, Web Standards, Accessibility, Adobe Fireworks, Google Analytics, Information Architecture, E-commerce

Education
Boston University Center for Digital Imaging Arts   2011 — 2012
Certificate, Web Development

Boston College Law School   1992 — 1995
JD, Law

Cornell University   1982 — 1986
BS, Electrical Engineering

Bill Wall Bill Wall Greater Boston Area Details
Bill Wall's Fidelity Investments Experience 1996 - 2003
Job a
Industry Investment Management
Experience
Abrams Capital  February 2006 - June 2015
Andover Capital   2003 - 2005
Fidelity Investments   1996 - 2003
Ropes & Gray LLP  1992 - 1996

Skills
Hedge Funds, Securities Regulation, Securities, Alternative Investments, Private Equity, Corporate Governance, Asset Managment, Venture Capital, Due Diligence, Mergers, Joint Ventures, Corporate Law, Restructuring, Corporate Finance, Bankruptcy, Asset Management, Cross-border..., Investments, Mergers

Education
Harvard Law School   1988 — 1991
JD

Harvard University Kennedy School of Government   1987 — 1991
MPA

University of Massachusetts, Amherst   1980 — 1984
BA, Economics

Boston Latin School   1974 — 1980

Myrna Zakarian Myrna Zakarian Needham, Massachusetts Details
Myrna Zakarian's Fidelity Investments Experience December 1998 - April 2000
Job Residential Real Estate Attorney and Broker
Industry Law Practice
Experience
Law Office of Myrna M. Zakarian   January 2008 - Present
Zakarian Realty, LLC   May 2011 - Present
Hillside Elementary School  July 2013 - Present
Early Childhood Center Parent Teacher Council   July 2013 - June 2014
Early Childhood Center Parent Teacher Council   July 2012 - June 2013
Parent Talk, Inc.   July 2011 - June 2013
Lynch, Brewer, Hoffman & Fink, LLP   April 2000 - May 2006
Fidelity Investments   December 1998 - April 2000

Skills
Real Estate, Real Estate Transactions, Investment Properties, Residential Homes, Sellers, Legal Writing, Leadership, Fundraising, Sales, Civil Litigation, Commercial Litigation, Corporate Law, Nonprofits, Public Speaking

Education
Boston College Law School   1995 — 1998
JD

Pepperdine University   1991 — 1995
BA, Public Relations and Humanities

Sarah Marschok Sarah Marschok Boston, Massachusetts Details
Sarah Marschok's Fidelity Investments Experience August 2009 - April 2011
Job Assistant Vice President, Business Development Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  April 2015 - Present
Wellington Management  June 2013 - April 2015
Wellington Management  April 2011 - June 2013
Fidelity Investments   August 2009 - April 2011
BAE Systems  May 2008 - August 2008
Target  May 2007 - August 2007

Skills
Financial Analysis, Outlook, Microsoft Excel, Fixed Income, PowerPoint, Investments, Economics, Series 7, Series 63, Finance

Education
Boston College - Carroll School of Management   2012 — 2016
Master of Business Administration (MBA)

University of New Hampshire -- Peter T. Paul College of Business and Economics   2005 — 2009
B.S., Economics, Political Science

Corvinus University of Budapest   2008 — 2008
B.S., Economics

Patricia Hillman Patricia Hillman Greater Boston Area Details
Patricia Hillman's Fidelity Investments Experience June 1990 - April 2001
Job Retired, Fidelity Investments
Industry Venture Capital & Private Equity
Experience
Fideltiy Investments   2011 - Present
Devonshire Investors  2007 - 2011
Fidelity  1990 - 2011
Fidelity Investments   June 1990 - April 2001

Education
Boston College - Wallace E. Carroll Graduate School of Management   1976 — 1978
MBA, Finance

Notre Dame of Maryland University   1965 — 1969
BA, Mathematics

Kathi Maino Turner Kathi Maino Turner Greater Boston Area Details
Kathi Maino Turner's Fidelity Investments Experience September 1985 - August 1987
Job Owner & CFO Turner's Seafood Corp
Industry Restaurants
Experience
Massachusetts Restaurant Association  August 2011 - Present
Cape Ann Fresh Catch (Gloucester Fishermen's Wives Community Support Fisheries)   June 2010 - Present
Eastern Point Day School   April 2004 - Present
Turner's Seafood Corp.   October 1991 - Present
Essex County District Attorney's Office  September 1992 - January 1998
McCutchen, Doyle, Brown & Enersen, San Francisco   September 1990 - September 1991
Fidelity Investments   September 1985 - August 1987

Skills
Event Management, Event Planning, Menu Development, Food Service, Restaurants, Leadership, Marketing Strategy, Public Relations, Fundraising, Hospitality, Food, Customer Service, Teaching, Restaurant Management, Sales

Education
Boston College Law School   1987 — 1990
JD

Harvard University   1981 — 1985
AB -magna cum laude, Economics

Los Gatos High School   1977 — 1981

Carter Morse Carter Morse Greater Boston Area Details
Carter Morse's Fidelity Investments Experience 2009 - Present
Job VP & Associate General Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments   2009 - Present
Foley Hoag LLP  2000 - 2009
Sally & Fitch LLP  1997 - 2000

Skills
Securities, Litigation, Securities Law, Corporate Governance, Commercial Litigation, Corporate Law, Intellectual Property, Civil Litigation, Privacy Law, Legal Research, Due Diligence, Mergers, Legal Writing, Bankruptcy, Arbitration, Securities Litigation, Trade Secrets, Employment Law, Mediation, Securities Regulation

Education
Boston College Law School   1994 — 1997
JD, Law

University of California, Santa Barbara   1988 — 1992
BA, Honors, Political Science

Benedict Gedaminski Benedict Gedaminski Greater New York City Area Details
Benedict Gedaminski's Fidelity Investments Experience April 2010 - April 2010
Job Retired IT/Management Professional at New York City
Industry Computer Software
Experience
New York City  November 2014 - Present
Good Shepherd Services  November 2013 - October 2014
Fidelity Investments   April 2010 - April 2010
Fidelity Investments   September 1994 - April 2010
Fidelity Investments   January 2007 - December 2008
Fidelity Investments   December 2004 - December 2006
Fidelity Investments   January 2001 - November 2004
Fidelity Investments   June 1997 - December 2000
Fidelity Investments   September 1994 - June 1997
SunGard  March 1990 - September 1994

Skills
SDLC, Process Improvement, Project Planning, Change Management, Software Project..., Release Management, Process Engineering, Team Leadership, Problem Solving, Quality Assurance, Integration, Test Planning, Systems Analysis, Process Development, COBOL, Program Management, Testing

Education
Boston Latin School   1966 — 1973

Northeastern University
BS/BA, Accounting, Computer Science

Steven Monaco Steven Monaco Charlotte, North Carolina Area Details
Steven Monaco's Fidelity Investments Experience 1995 - 1997
Job Global Finance Operations Executive at Bank of America
Industry Banking
Experience
Bank of America  October 2009 - Present
Bank of America  April 2004 - October 2009
FleetBoston Financial  March 1999 - April 2004
BankBoston  1997 - March 1999
Fidelity Investments   1995 - 1997
Bank of Boston  1994 - 1995
Bank of Boston  January 1991 - 1994
Bankof New England   August 1988 - January 1991

Skills
Finance, Accounting, Banking, Financial Analysis, Risk Management, Financial Services, Financial Modeling, Financial Risk, Corporate Finance, Strategic Financial..., Process Improvement, Change Management, Business Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   1993 — 1998
Masters, Finance

Penn State University   1984 — 1988
Bachelors, Finance & Economics

Siobhan Skizim Siobhan Skizim Greater Boston Area Details
Siobhan Skizim's Fidelity Investments Experience June 2014 - Present
Job FLP Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   June 2013 - August 2013
Massachusetts Nonprofit Network  March 2012 - August 2012
Jersey Cares  October 2009 - December 2011
Meridian International Center  July 2007 - October 2009
Ruesch International  May 2006 - August 2006

Skills
Financial Modeling, Microsoft Office, Salesforce.com, Constant Contact, Blackbaud Kintera

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

University of Virginia   2003 — 2007
BA, Foreign Affairs

Bishop O'Connell High School

Rainer Frost Rainer Frost Greater Boston Area Details
Rainer Frost's Fidelity Investments Experience March 2008 - November 2009
Job Senior International Contract Specialist, MIT OSP/ Research, and Managing Director of Clarity Consulting Group
Industry Venture Capital & Private Equity
Experience
Massachusetts Institute of Technology (MIT)   June 2014 - Present
Clarity Consulting Group   2000 - Present
Axiom  April 2010 - December 2014
Fidelity Investments   March 2008 - November 2009
State Street  2005 - 2008
Investors Bank & Trust  2005 - 2008
IBT  2005 - 2008
State Street Bank  2005 - 2008
Clarity Consulting Group   2002 - 2005
GoldK, Inc.   2000 - 2002

Skills
Venture Capital, Mergers & Acquisitions, Securities, Investment Banking, Entrepreneurship, Start-ups, Research Agreements, Joint Ventures, Strategy, Mergers, Sponsored Programs, Consulting, Corporate Governance, Executive Management, Alternative Investments, Management, Leadership, Business Strategy, Negotiation

Education
Vassar College   1976 — 1980
B.A., English

Boston College Law School
JD, Cum Laude, Law

Harvard Law School
Certificate, Advanced Negotiation & Mediation, 4.0

Vassar College
BA, English/Philosophy

Northfield Mount Hermon School
High School, English

Lincoln Sudbury Regional High School
High School, English

Anne Gero Anne Gero South Hamilton, Massachusetts Details
Anne Gero's Fidelity Investments Experience 1994 - January 2015
Job Former Deputy General Counsel/ Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   1994 - January 2015
Massachusetts Port Authority  1988 - 1993
Palmer & Dodge LLP  1983 - 1988

Skills
All aspects of...

Education
Boston College Law School   1980 — 1983
Doctor of Law (JD)

Cornell University   1976 — 1979
Bachelor's degree

Gabriella Gilbert Gabriella Gilbert Boston, Massachusetts Details
Gabriella Gilbert's Fidelity Investments Experience May 2013 - August 2013
Job Student at Columbia University in the City of New York
Industry Computer Software
Experience
HBO  June 2015 - Present
Empowering Through Education Camp   2009 - Present
Staples  March 2015 - May 2015
Columbia University Alumni Center   November 2012 - May 2014
Fidelity Investments   May 2013 - August 2013
The City School  June 2012 - August 2012
The City School  June 2009 - August 2012
State Street  June 2011 - August 2011

Education
Columbia University in the City of New York   2012 — 2016

Boston Latin School   2006 — 2012

Robert E. Sykes, CFA Robert E. Sykes, CFA Greater Boston Area Details
Robert E. Sykes, CFA's Fidelity Investments Experience June 2001 - September 2004
Job Managing Director, Asset Allocation at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management  June 2014 - Present
Manulife Asset Management  July 2010 - June 2014
John Hancock Life Insurance Company (U.S.A.)   May 2008 - June 2010
FactSet Research Systems  September 2004 - May 2008
Fidelity Investments   June 2001 - September 2004

Skills
Asset Allocation, Manager Selection, Investment Research, Performance Attribution, Target Risk Strategies, Target Date Strategies, Risk Management, Equities, Fixed Income, Financial Statement..., Quantitative Research, Alternative Investments, Excel models, Investments, Portfolio Management, Global Macro, FactSet, Bloomberg, Visual Basic

Education
Boston College - Wallace E. Carroll Graduate School of Management   2013 — 2015
Master of Science in Finance

Providence College   1997 — 2001
B.S., Finance

Xaverian Brothers High School   1994 — 1997

Bob Franchi Bob Franchi Bedford, New Hampshire Details
Bob Franchi's Fidelity Investments Experience September 2004 - December 2012
Job Principal Software Engineer Developer/ Technical Project Manager in Southern NH Area
Industry Financial Services
Experience
Southern NH Area   January 2013 - Present
Fidelity Investments   September 2004 - December 2012
Fidelity Investments   January 2003 - January 2004
FTPS project in Fidelity Investments   2000 - 2003
FISC/ Fidelity 2000 project in Fidelity Investments   1996 - 2000
Public Service of New Hampshire  November 1986 - September 1996
Purity Supreme  March 1985 - November 1986
Grossman's Randolph   January 1983 - January 1985

Skills
Fileaid, Visio, VSAM, JCL, Endeavor, SDLC, CICS, Mainframe, SQL, DB2, Oracle, Easytrieve, COBOL, Unix, Abend-Aid, AQT, BECUBIC, Control-M, DBMS, IDCAMS, IDMS, ISPF, Intertest, IT Concepts, Hiperstation +, MS Access, MS Excel, MS Powerpoint, MS Project, MS Word, MVS, Platinum, Project Management, SAS, SDSF, SPUFI, SmartTest, SynchSort, System Analysis, TSO, Systems Analysis, Requirements Analysis, z/OS, Testing, Query Tool, IBM Mainframe, PL/SQL, Microsoft Excel, Databases

Education
Harvard University   1969 — 1973
Bachelor of Arts (BA), General Studies, Cum Laude

Boston Latin School   1963 — 1969
High School, AP German, Euopean History

Harvard University
B.A, general studies

Rivier College
Certificate in Computer Programming

Theresa Conway Theresa Conway Greater Boston Area Details
Theresa Conway's Fidelity Investments Experience 2001 - 2004
Job Director Customer Service at Coriant America Inc.
Industry Computer Networking
Experience
Coriant America Inc.   February 2013 - Present
Self-Employed (part-time)   September 2010 - December 2014
Fidelity Investments   2001 - 2004
Fidelity Investments   1999 - 2001
Fidelity Investments   1995 - 1999
Accenture  1988 - 1995

Skills
Financial Planning, Strategic Planning, Product Development, Software Project..., Web Project Management, Business Process..., Business Analysis, Financial Advisory, Management Consulting, Fundraising, Program Management, Market Research, Budgeting, Product Management, Financial Analysis, Financial Modeling, Team Building, Financial Management, Business Planning, Process Improvement, Strategic Financial..., Budgets, Managerial Finance, Data Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1996
Master of Science (M.S.), Finance

Washington State University   1983 — 1988
B.A., Business Administration (Information Systems and Accounting)

Rina Mayman Rina Mayman Greater Boston Area Details
Rina Mayman's Fidelity Investments Experience 2000 - 2006
Job Director of Professional Development at Edwards Wildman Palmer LLP
Industry Professional Training & Coaching
Experience
Edwards Wildman Palmer LLP  August 2007 - January 2015
Fidelity Investments   2000 - 2006
WilmerHale  1999 - 2000
Day, Berry & Howard LLP   1995 - 1998
Film Production  1986 - 1994

Skills
Succession Planning, Employment Law, Legal Writing, Litigation, Mergers, Legal Research, Corporate Law, Mediation, Corporate Governance, Arbitration, Legal Compliance, Appeals, Leadership, Mergers & Acquisitions, Civil Litigation, Training, Commercial Litigation, Intellectual Property, Alternative Dispute..., Contract Negotiation, Westlaw, Employee Benefits, Dispute Resolution, Insurance, Policy

Education
Boston College Law School   1990 — 1993
JD

University of Michigan
Bachelor of Arts, English

Al Tedesco Al Tedesco Walpole, Massachusetts Details
Al Tedesco's Fidelity Investments Experience September 2007 - February 2011
Job Consultant/Program Manager at Blue Cross Blue Shield of Massachusetts
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts  January 2014 - Present
LeapFrog Systems  January 2014 - Present
State Street  March 2012 - December 2013
BNY Mellon  October 2011 - January 2012
CLT & Associates   May 2011 - July 2011
Fidelity Investments   September 2007 - February 2011
Fidelity Investments   January 2006 - September 2007
Fidelity Investments   November 2000 - December 2005
Wellington Management Company  June 1999 - November 2000
Fidelity Investments   December 1989 - June 1999

Skills
PMO, Disaster Recovery, ITIL, Risk Management, SDLC, IT Service Management, Vendor Management, Program Management, IT Strategy, Incident Management, Agile Project Management, Information Technology, Wealth Management, Software Project..., Release Management, Business Continuity, Governance, IT Management, E-commerce, DB2, SOA, Global Custody, IS Governance, Clearing, Counterparty Risk, Offshore Software..., Retail Brokerage, IT Risk, Critical Chain Project..., SWIFT messaging, Application Security, Disaster Preparedness, IBM Mainframe, B2B services, Financial Technology, Oracle, Fund Accounting, Service Continuity, IT Governance, Web Security, Risk Mitigation, Function Point Analysis, Exadata, Financial Services, Brokers, Chamber Music, Orchestral Music, Solution Architecture, Security, Agile Methodologies

Education
Boston University
B Music

Boston Latin School
Diploma

Tanglewood Music Center
Fellowship

Aspen Music Festival
Fellowship

Scott Kudrick Scott Kudrick Greater Boston Area Details
Scott Kudrick's Fidelity Investments Experience January 1995 - September 1999
Job Volunteer at Big Brothers Big Sisters of Massachusetts Bay
Industry Capital Markets
Experience
Big Brothers Big Sisters of Massachusetts Bay  March 2015 - Present
Realty Capital Securities  January 2011 - February 2015
Theraplant   2015 - 2015
CAIA Association  August 2014 - September 2014
Arrowpoint Partners  2014 - 2014
FPA - Financial Planning Association  2012 - 2014
AXA Distributors  September 1999 - January 2011
Fidelity Investments   January 1995 - September 1999

Skills
Alternative Investments, Series 63, Series 7, Investments, Separately Managed..., Retirement Planning, Mutual Funds, Series 24, Series 6, Financial Advisory, Private Equity, 401k, Asset Allocation, Variable Annuities, Fixed Annuities, Asset Management, IRAs, Retirement, Real Estate, Insurance, Fixed Income, Real Estate Development, ETFs, Investment Strategies, Asset Managment, Asset Protection, Risk Assessment, Multi Family Properties, Tax Accounting, Business Development, Landlord-Tenant, 1031 Exchanges, Options Strategies, Index Funds, Real Estate License, Investment Advisory, Wealth Management..., Life Insurance, Equities, Oil/Gas

Education
Boston College - Carroll School of Management   1990 — 1994
BS, General Management

Babson College   1997 — 1999
FW Olin Graduate School

Tabor Academy   1986 — 1990

Michael Damiano Michael Damiano Boston, Massachusetts Details
Michael Damiano's Fidelity Investments Experience 2007 - 2015
Job Senior Application Developer
Industry Computer Software
Experience
Independent Contractor  April 2015 - Present
Fidelity Investments   2007 - 2015
Fidelity Investments   2001 - 2007
MA Damiano and Associates   1996 - 2001

Skills
Desktop Application..., Microsoft SQL Server, Microsoft Access, VBA, Visual Basic, SQL Server Management..., Microsoft Excel, Microsoft Word, SharePoint, Python, SSIS, Playwriting, Acting, Community Theatre, Process Improvement, Analysis, Business Analysis, Strategy, Project Management, Customer Service, Financial Services, Strategic Planning, Management, Leadership, Microsoft Office, Vendor Management, Program Management, SDLC

Education
Suffolk University - Sawyer Business School
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Northeastern University
Bachelor's Degree

Boston Latin School
High School, Chemistry

William E Laverty William E Laverty Cape Elizabeth, Maine Details
William E Laverty's Fidelity Investments Experience March 2009 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2009 - Present
Banc of America Securities  April 2004 - June 2007
JPMorgan Securities  April 1997 - April 2004

Skills
Underwriting, Series 7, Mutual Funds, Municipalities, Series 63, Municipal Principal..., Management, Fixed Income, Investments, Capital Markets, Bonds, Asset Management, Securities, Bloomberg

Education
Boston College - Carroll School of Management   1973 — 1975
Master of Business Administration (MBA), Finance, General

Villanova University   1969 — 1973
Bachelor of Arts (B.A.), General Studies

Anthony J. Mello Anthony J. Mello Greater Boston Area Details
Anthony J. Mello's Fidelity Investments Experience February 2001 - June 2001
Job IT Project Manager / Scrum Master at Boston Heart Diagnostics
Industry Hospital & Health Care
Experience
Boston Heart Diagnostics  December 2013 - Present
Verisk Health  October 2012 - December 2013
Pearson Education  June 2008 - October 2012
Fatboy Marinade   2004 - 2011
Brown Brothers Harriman  November 2006 - June 2008
State Street Bank  September 2005 - November 2006
Student Advantage  June 2001 - October 2004
Fidelity Investments   February 2001 - June 2001
Essential.com  1999 - 2001
Maison Robert - Restaurant Francaise   January 1995 - November 1999

Skills
Agile Project Management, Agile Methodologies, Project Management, Software Project..., Scrum, SDLC, Process Improvement, Certified Scrum Master..., Program Management, Management, Vendor Management, PMO, Leadership, Business Analysis, Requirements Gathering, PMP, Requirements Analysis, Cross-functional Team..., Change Management, Requirements Management, Informatics, Disaster Recovery, SharePoint, Quality Assurance, Team Leadership, Product Marketing, Business Process..., Atlassian JIRA, Confluence, HIPAA, Project Portfolio..., Product Management, MS Project, Rally, Offshore Management, Data Analytics, Agile Leadership

Education
Harvard Business School Executive Education   2014 — 2014
Professional Development Program, Building Effective Teams

Boston Graduate School of Psychoanalysis   1998 — 1999
MA, Psychoanalysis

University of Maine   1990 — 1994
BA, Psychology

Savio Prep   1986 — 1990

Patrick Donlon, CFA, CFP Patrick Donlon, CFA, CFP Greater Boston Area Details
Patrick Donlon, CFA, CFP's Fidelity Investments Experience November 2013 - Present
Job Investment Analyst at Fiduciary Trust Company
Industry Financial Services
Experience
Fiduciary Trust Company  April 2015 - Present
Fidelity Investments   November 2013 - Present
Morgan Stanley Smith Barney  May 2008 - October 2013

Skills
Series 7

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

Prashant Kharade Prashant Kharade Greater Boston Area Details
Prashant Kharade's Fidelity Investments Experience February 2004 - June 2011
Job Quantitative Research Analyst at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments - Boston   July 2011 - Present
Fidelity Investments   February 2004 - June 2011
Oracle Corporation  2002 - 2004
ITC Infotech - UK   1999 - 2002
Cummins India Ltd  1996 - 1998

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
M.S., Finance

College of Engineering Pune   1991 — 1996

Kevin Meagher Kevin Meagher Greater Boston Area Details
Kevin Meagher's Fidelity Investments Experience January 2012 - Present
Job Senior Vice President, Deputy General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2012 - Present
Fidelity Investments   February 2009 - December 2011
Fidelity Investments   August 2004 - January 2009
Mintz Levin  2000 - 2004
ML Strategies, LLC  1996 - 1997
Mintz Levin  1994 - 1996

Education
Boston College Law School
J.D.

Georgetown University
B.A., American Studies

Roxbury Latin

Patricia Johansen Patricia Johansen Greater Boston Area Details
Patricia Johansen's Fidelity Investments Experience June 1998 - November 1999
Job Counsel and Senior Manager, Knowledge Management at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP  January 2005 - Present
McDermott Will & Emery  November 1999 - January 2005
Fidelity Investments   June 1998 - November 1999
Goodwin Procter LLP  September 1992 - June 1998

Skills
Start-ups, Intellectual Property, Corporate Law, Securities Regulation, Strategic Planning, Private Equity, Mergers & Acquisitions

Education
Boston College Law School   1989 — 1992
J.D.

Bucknell University   1983 — 1987
BA, Sociology

Rob Golden Rob Golden Greater Boston Area Details
Rob Golden's Fidelity Investments Experience 1990 - 1997
Job Senior Managing Director at NTT Data Head of Customer Centricity Solutions
Industry Financial Services
Experience
NTT DATA Americas  August 2013 - Present
Wipro Consulting  2011 - 2013
Quintiles  2010 - 2011
IBM - Global Business Consulting   2003 - 2010
Price Waterhouse Coopers Consulting   January 2000 - 2004
KPMG Consulting  1997 - 2001
Fidelity Investments   1990 - 1997

Skills
Business Strategy, CRM, Business Process..., Leadership, Business Transformation, IT Strategy, Management Consulting, Governance, Strategy, Banking, Outsourcing, Management, Business Analysis, Mergers & Acquisitions, Business Intelligence, Program Management, Strategic Planning

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

University of Notre Dame
Bachelor of Business Administration

Steve Dutcher Steve Dutcher Greater Boston Area Details
Steve Dutcher's Fidelity Investments Experience June 2010 - August 2010
Job Senior Financial Analyst at Fidelity Investments, Fidelity Custody and Clearing
Industry Financial Services
Experience
Fidelity Investments, Fidelity Custody and Clearing   March 2015 - Present
Fidelity Investments, Fidelity Capital Markets   July 2013 - February 2015
Fidelity Investments, Fidelity Capital Markets   July 2011 - June 2013
Fidelity Investments   June 2010 - August 2010
Boston Hill Advisors   June 2009 - September 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Leadership, Financial Analysis, Data Analysis, Research, Customer Service, Social Media

Education
Boston College - Wallace E. Carroll Graduate School of Management   2015 — 2018
Master of Business Administration (M.B.A.), Finance, General

Saint Joseph's University - Erivan K. Haub School of Business   2007 — 2011
Bachelor of Science in Business Administration, Finance

St. John's Preparatory High School   2003 — 2007
Finance

David C. Weinstein David C. Weinstein Greater Boston Area Details
David C. Weinstein's Fidelity Investments Experience 1984 - 2008
Job Founder and CEO at Write the World
Industry E-Learning
Experience
Write the World   November 2012 - Present
Boston College  September 2010 - Present
Bryant University  September 2001 - Present
Harvard University  January 2011 - December 2012
Boston College Law School  November 2007 - June 2012
Fidelity Investments   1984 - 2008

Skills
Nonprofits, Public Speaking, Fundraising, Strategic Planning, Leadership, Higher Education, Research, Legal Writing, Strategy, Media Relations, Program Management, Entrepreneurship, Strategic Communications, Policy Analysis, Financial Analysis, Asset Management, Management, Data Analysis, Analysis, Private Equity, Policy

Education
Harvard University   2011 — 2012
Advanced Leadership Initiative

Boston College Law School   1973 — 1975
Doctor of Law (J.D.)

Boston University   1968 — 1972
Bachelor of Arts (B.A.)

Zachary Jacobson Zachary Jacobson Boston, Massachusetts Details
Zachary Jacobson's Fidelity Investments Experience January 2009 - June 2009
Job Associate at Morgan, Lewis & Bockius
Industry Legal Services
Experience
Morgan, Lewis & Bockius LLP   2014 - Present
Morgan, Lewis & Bockius LLP   May 2013 - August 2013
Orleans Parish Civil District Court  June 2012 - August 2012
New York Jets  May 2012 - June 2012
Cleveland Browns  October 2009 - January 2011
Fidelity Investments   January 2009 - June 2009
Raytheon  July 2007 - December 2007

Skills
Budgets, Analysis, Strategic Financial..., Microsoft Excel, Legal Research, Legal Writing, Financial Analysis, PowerPoint, Microsoft Office, Public Speaking, Research, Investments, Microsoft Word

Education
Boston College Law School   2012 — 2014
Doctor of Law (JD)

Tulane University Law School   2011 — 2012

Northeastern University   2004 — 2009
Business, Finance

Isidore Newman School   1991 — 2004

Christian Aviza Christian Aviza Greater Boston Area Details
Christian Aviza's Fidelity Investments Experience March 2010 - Present
Job Volunteer at Coaches Across Continents
Industry Law Practice
Experience
Fidelity Investments   March 2010 - Present
Coaches Across Continents  May 2009 - Present
Habitat for Humanity, OxFam America and The Jazz and Heritage Foundation   January 2009 - June 2009
Fidelity Investments   January 2004 - December 2008
Freedom DVR, LLC   September 2003 - August 2005
Testa, Hurwitz & Thibeault   September 1997 - September 2003

Education
Boston College Law School   1994 — 1997
JD

Georgetown University   1990 — 1994
BS, Political Science, Cum Laude

Universita di Georgetown - Fiesole   1993 — 1993
Italian Language and Literature

Preeti Agrawal Preeti Agrawal Greater Nashville Area Details
Preeti Agrawal's Fidelity Investments Experience January 2012 - April 2013
Job MBA Candidate at Vanderbilt Owen Graduate School of Management
Industry Financial Services
Experience
Vanderbilt Owen Graduate School of Management  August 2013 - Present
Johnson & Johnson  June 2014 - August 2014
Fidelity Investments   January 2012 - April 2013
Fidelity Investments   June 2006 - December 2011
Fidelity Investments   August 2002 - June 2006

Education
Vanderbilt University - Owen Graduate School of Management   2013 — 2015
Master of Business Administration (MBA)

Boston College - Wallace E. Carroll Graduate School of Management   2004 — 2006
MS, Finance

Mount Holyoke College   1999 — 2002
AB, Economics & Computer Science

Delhi Public School - R. K. Puram

Thomas J. Cahill IV, SPHR, CECP, CCP, GRP Thomas J. Cahill IV, SPHR, CECP, CCP, GRP Greater New York City Area Details
Thomas J. Cahill IV, SPHR, CECP, CCP, GRP's Fidelity Investments Experience September 1997 - September 1999
Job Director, Compensation at Alexion Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
Alexion Pharmaceuticals, Inc.   May 2014 - Present
Vertex Pharmaceuticals  July 2013 - May 2014
Vertex Pharmaceuticals  June 2011 - July 2013
United Technologies  March 2009 - June 2011
Aetna  August 2007 - March 2009
The Hartford Financial Services Group, Inc.   June 2006 - July 2007
The Hartford Financial Services Group, Inc.   April 2005 - June 2006
The Hartford Financial Services Group, Inc.   August 2002 - March 2005
IBM Corporation  October 1999 - July 2002
Fidelity Investments   September 1997 - September 1999

Skills
Acquisition Integration, Due Diligence, Organizational Design, Executive Pay, Deferred Compensation, Financial Services, Talent Management, Cross-functional Team..., Global Compensation, HR Policies, Compensation & Benefit, Benefits Administration, Consulting, Recruiting, Onboarding, Finance, Employee Relations, Talent Acquisition, Sales Compensation, Compensation & Benefits

Education
Cornell University   2001 — 2002
MILR, Human Resources

Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1992
MBA, Finance & International Management

Hartwick College   1985 — 1989
BA, Economics - with Distinction

Tim Denson Tim Denson Greater Boston Area Details
Tim Denson's Fidelity Investments Experience Product ManagerFidelity2002 - Present
Job Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Product ManagerFidelity2002 - Present
Fidelity Investment  2000 - Present

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1993

Stephen Basso Stephen Basso New London/Norwich, Connecticut Area Details
Stephen Basso's Fidelity Investments Experience 1999 - 2001
Job Vice President Financial Planning & Analysis at Alexion Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
Alexion Pharmaceuticals, Inc.   February 2014 - Present
Alexion Pharmaceuticals  July 2011 - February 2014
Alexion Pharmaceuticals  January 2009 - July 2011
Pfizer, Inc  June 2001 - January 2009
Fidelity Investments   1999 - 2001
Keyport Life Insurance / Liberty Financial Companies   July 1997 - June 1999
Fidelity Investments   March 1994 - July 1997
The Boston Company  May 1989 - March 1994
State Street  September 1988 - May 1989

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

Providence College   1984 — 1988
BS, Finance

Craig Beling Craig Beling Dallas/Fort Worth Area Details
Craig Beling's Fidelity Investments Experience January 2005 - June 2006
Job Owner at Beling & Associates
Industry Financial Services
Experience
Beling & Associates   June 2015 - Present
Law Office Of Craig T. Beling   January 2009 - May 2015
Teewinot Funds   October 2006 - January 2009
Fidelity Investments   January 2005 - June 2006
Head of Syndicate, Fidelity Capital Markets   April 2001 - January 2005
Societe Generale  June 1997 - April 2001
Law Office of Craig T. Beling   January 1994 - May 1997
Bernstein, Shur  January 1992 - January 1994
Preti, Flaherty  May 1988 - January 1992
Salomon Brothers, Inc  January 1986 - April 1988

Skills
Capital Markets, Equities, Mergers & Acquisitions, Securities, Start-ups, Strategic Partnerships, Mutual Funds, Financial Structuring, Hedge Funds, Structured Finance, Corporate Law, Strategic Planning, Marketing Strategy, Bankruptcy, Business Planning, Contract Law, Bonds, Joint Ventures, Legal Advice, Real Estate, Due Diligence, Private Equity, Financial Advisory, Private Placements, Alternative Investments, Negotiation, IPO, Real Estate Transactions

Education
Boston College Law School   1980 — 1983
J.D., Law

Boston College Law School   1980 — 1983
Doctor of Law (JD)

Harvard University   1975 — 1979
A.B., Government, Economics

Jeremiah Wallace Jeremiah Wallace Greater Boston Area Details
Jeremiah Wallace's Fidelity Investments Experience July 2008 - March 2012
Job Sr. Mgr, International Compensation & Benefits at Raytheon
Industry Financial Services
Experience
Raytheon  October 2013 - Present
Philips Electronics - North America  March 2012 - Present
International Compensation   July 2008 - Present
Philips Electronics North America  March 2013 - October 2013
Fidelity Investments   July 2008 - March 2012
Fidelity Investments   July 2008 - September 2011
Fidelity Investments   July 2004 - July 2008
Fidelity Investments   July 2004 - July 2008
Fidelity Investments   October 2000 - July 2004
Fidelity Investments   October 2000 - July 2004

Skills
Defined Benefit, Pensions, Employee Benefits, Benefits, Retirement, 401k, Compensation, Benefits Administration, ERISA, Compliance, Vendor Management, Executive Compensation, Insurance, Mergers, Payroll

Education
Suffolk University   1998 — 1999
Masters of Science, Taxation

Suffolk University - Sawyer School of Management   1984 — 1998
Bachelor of Science in Business Management

Suffolk University   1984 — 1988
Bachelor of Science, Business Administration

Suffolk University   1984 — 1988
Masters of Science, Taxation

Suffolk University
Bachelor of Science, Business Administration

Boston Latin School

Debra Wekstein Debra Wekstein Boston, Massachusetts Details
Debra Wekstein's Fidelity Investments Experience July 1994 - August 1996
Job Senior Compliance Consultant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  October 2014 - Present
Pioneer Investments  April 2013 - September 2014
Commonwealth Financial Network  July 2006 - March 2012
Eaton Vance  September 1996 - June 2006
Fidelity Investments   July 1994 - August 1996

Skills
Uniform Combined State..., Series 24, FINRA, Securities, Series 7, Investments, Mutual Funds, Series 63

Education
Boston College Law School   1990 — 1993
JD, cum laude, Law

University of Michigan   1986 — 1989
B.A. magna cum laude, Political Science and Near Eastern Studies

Dick Schatz Dick Schatz Greater Boston Area Details
Dick Schatz's Fidelity Investments Experience August 2015 - Present
Job Principal Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
LeapFrog Systems  June 2014 - August 2015
Fidelity Investments   December 2006 - August 2013
Accenture  1997 - 2000
General Cinema  March 1979 - January 1997

Skills
Business Analysis, Vendor Management, Process Improvement, Software Project..., Management, Project Management, Requirements Gathering, Requirements Analysis, SDLC, Program Management, Software Development, Financial Services, Budgets, PMO, Project Portfolio..., Agile Methodologies

Education
Harvard University   1976 — 1979
BA, Classics

Boston Latin School   1970 — 1976

Peter Kenny Peter Kenny Greater Philadelphia Area Details
Peter Kenny's Fidelity Investments Experience January 1993 - May 1998
Job VP Global Business Development
Industry Financial Services
Experience
Subiaco Abbey & Academy   January 2013 - Present
Financial services BPO outsourcing   October 2003 - Present
St Edmunds Academy  2007 - 2013
HSBC  May 2001 - January 2003
Citibank  April 2000 - May 2001
The Chase Manhattan Bank  May 1998 - April 2000
Fidelity Investments   January 1993 - May 1998

Skills
BPO, Outsourcing, Call Center, Telemarketing, Vendor Management, Customer Experience, Operations Management, Lead Generation, New Business Development, Customer Retention, Workforce Management, CRM, Business Development, Relationship Management, Account Management, Call Centers, Customer Satisfaction, Management, Sales, Leadership, Strategy, Process Improvement, Solution Selling

Education
Villanova University   1998 — 2000
MBA, Business

Boston College - Wallace E. Carroll Graduate School of Management   1996 — 1998
MBA, Business

The University of Dallas   1984 — 1988
BA, Biology- Pre Med

Subiaco Academy   1980 — 1984
HS, College Preparatory Boarding School

Randi Soltysiak Randi Soltysiak Greater Boston Area Details
Randi Soltysiak's Fidelity Investments Experience October 2006 - July 2008
Job Accountant at Environmental League of Massachusetts
Industry Financial Services
Experience
Environmental League of Massachusetts  March 2015 - Present
Albertine Press, Somerville, MA   February 2012 - Present
Interactive Motion Technologies   May 2013 - September 2014
Second Wind Inc.  June 2012 - December 2012
Bit Group, Inc.   2011 - 2011
Fidelity Investments   October 2006 - July 2008
Somerville Climate Action (Community Group)   January 2007 - October 2007
Massachusetts Law Reform Institute  2004 - 2005
Boston Earned Income Tax Credit Coalition  January 2002 - April 2004
Vermont Campus Compact  October 1998 - August 2001

Skills
Accounts Payable &..., Bookkeeping, QuickBooks, MYOB, Salesforce.com, Vendor Management, Payroll, Meeting Facilitation, Conflict Resolution, Mediation, Consensus Building, Community Organizing, Divergent Thinking, Non-profits, Project Management, Climate Action Planning, Program Development, Nonprofits, Event Planning

Education
Boston College Law School   2002 — 2004
Doctor of Law (J.D.), Peace Studies and Conflict Resolution

Vassar College   1992 — 1996
BA, English

Tom Burkholder Tom Burkholder Greater Boston Area Details
Tom Burkholder's Fidelity Investments Experience March 2002 - June 2006
Job Operational Readiness Leader at Mercer
Industry Financial Services
Experience
Mercer  January 2015 - Present
Mercer  February 2013 - December 2014
Mercer  April 2011 - February 2013
Mercer Outsourcing  March 2010 - April 2011
Mercer Outsourcing  July 2007 - March 2010
Mercer HR Services  June 2006 - July 2007
Fidelity Investments   March 2002 - June 2006

Skills
Benefits Administration, Employee Benefits, Relationship Management, Pension Administration, HRIS, Oracle SQL, Health & Welfare..., Project Management, Open Enrollment, Business Analysis, PeopleSoft, 401k, Management, Process Improvement, Defined Benefit

Education
D'Amore-McKim School of Business at Northeastern University   2007 — 2013
Masters in Business Administration, Finance

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

Tom Restivo Tom Restivo Providence, Rhode Island Area Details
Tom Restivo's Fidelity Investments Experience February 2009 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2009 - Present
Fidelity Investments   August 2004 - February 2009
Fidelity Investments   August 2002 - August 2004

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

William McNiff William McNiff Greater Boston Area Details
William McNiff's Fidelity Investments Experience April 2001 - March 2005
Job Sales Consultant at Prudential Page Realty
Industry Financial Services
Experience
Prudential Page Realty  September 2013 - Present
Eagle Investment Systems  May 2013 - August 2013
Eagle Investment Systems  January 2011 - April 2012
Eagle Investment Systems  July 2007 - January 2011
Eagle Investment Systems  April 2005 - June 2007
Fidelity Investments   April 2001 - March 2005

Skills
Fixed Income, Financial Services, Mutual Funds, Equities, Securities, Fund Accounting, Asset Management, Bloomberg, Corporate Actions, Derivatives, Business Analysis, Hedge Funds, SDLC, Requirements Analysis, Data Warehousing, Portfolio Management, Investments, Risk Management, Software Project..., Back Office

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2004
Masters of Business Administration

Susquehanna University   1986 — 1990
Bachelors of Science, BS

Robert Marchetti Robert Marchetti Greater Boston Area Details
Robert Marchetti's Fidelity Investments Experience December 2006 - May 2012
Job Client Portfolio Director, Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments  April 2014 - Present
Old Mutual  May 2012 - April 2014
Fidelity Investments   December 2006 - May 2012
State Street Global Advisors  June 2004 - November 2006
State Street Global Advisors  August 2001 - June 2004
Deutsche Bank  August 1998 - August 2001

Skills
Series 7, Series 63, Defined Contribution, Business Development, Investments, DCIO, Mutual Funds, Retirement, Sales, Marketing, Building Relationships, Competitive Analysis, Networking

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2005
MBA, Finance

Fairfield University   1994 — 1998
BS, Finance

St. John's High School

Donna Stoehr Hanlon Donna Stoehr Hanlon Greater Boston Area Details
Donna Stoehr Hanlon's Fidelity Investments Experience August 2004 - Present
Job Vice President & Associate General Counsel at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments   August 2004 - Present
Goodwin Procter LLP  September 1988 - August 2004

Education
Boston College Law School   1984 — 1987
J.D., Law

Boston University   1978 — 1982
B. A., Psychology

Steve Lubin Steve Lubin Greater Boston Area Details
Steve Lubin's Fidelity Investments Experience 1992 - 1995
Job Financial Planner/wealth advisor
Industry Financial Services
Experience
Citizens Securities   April 2008 - Present
Investment services sovereign bank   October 2005 - April 2008
Banc of America Securities  2002 - 2005
Fidelity Investments   1992 - 1995

Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Investment Advisory, Uniform Combined State..., Investments, Financial Advisory, Strategic Financial..., Series 65, Portfolio Management, Securities, Asset Allocation, Investment Strategies, Retirement, Fixed Income, Series 24, Fixed Annuities, Bonds

Education
Boston university CFP Center for Professional Education   2014 — 2015
Certified financial planning, CFP

Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1996
MBA, Finance

Tufts University   1983 — 1987
BA, Economics

Scott Mensi Scott Mensi Greater Boston Area Details
Scott Mensi's Fidelity Investments Experience February 2011 - Present
Job Director, Investment Capability Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   February 2011 - Present
The Hartford  March 2010 - February 2011
Partners HealthCare  April 2009 - March 2010
Numeric Investors  October 2007 - November 2008

Skills
Investments, High Yield Bonds, Leveraged Loans, Equities, Convertible Bonds, Asset Managment, Bloomberg, Due Diligence, CLO, Hedge Funds, Alternative Investments, Financial Modeling, Financial Analysis, Valuation

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2010
MBA/MSF, Asset Management

Hamilton College   1998 — 2002
BA, Economics

Westminster School

Josh Silverstein Josh Silverstein Washington, District Of Columbia Details
Josh Silverstein's Fidelity Investments Experience February 2008 - January 2009
Job PwC, Tax Controversy and Regulatory Services
Industry Accounting
Experience
PwC  September 2012 - March 2015
PricewaterhouseCoopers; Washington National Tax Service, IRS Service Team   May 2010 - August 2010
Legal Defense Bureau for National and Ethnic Minorities (NEKI)   May 2009 - August 2009
Fidelity Investments   February 2008 - January 2009
TripAdvisor  January 2006 - June 2006

Skills
Legal Writing, Research, Editing, Public Speaking, Legal Research, Tax Law, Westlaw

Education
Georgetown University Law Center   2013 — 2017
Candidate for Master of Laws (LL.M.), Taxation

Boston College Law School   2010 — 2012
Doctor of Law (J.D.)

University of Miami School of Law   2009 — 2010
JD Candidate

Tufts University   2006 — 2007
BA, Political Science

Duke University   2002 — 2004
Philosophy

Newton South High School

Susan Crimmins Susan Crimmins Greater Boston Area Details
Susan Crimmins's Fidelity Investments Experience July 2007 - December 2008
Job Vice President at State Street Global Advisors
Industry Information Technology and Services
Experience
State Street Global Advisors  April 2009 - Present
Fidelity Investments   July 2007 - December 2008
BearingPoint  July 2002 - July 2007
PwC Consulting  January 1995 - July 2002
Pitney Bowes Management Services  1988 - 1994

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

Trinity University-Washington   1983 — 1987
BA, Biology / Psychology

Rob Althoff Rob Althoff Greater Boston Area Details
Rob Althoff's Fidelity Investments Experience October 1994 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 1994 - Present
baybanks  1982 - 1994

Skills
Project Portfolio..., SDLC, PMP, Business Analysis, Vendor Management, Software Project..., Requirements Gathering, Project Management, Program Management, PMO, Agile Methodologies, Requirements Analysis, Visio, Agile Project Management, Business Requirements, Process Improvement

Education
Boston College - Wallace E. Carroll Graduate School of Management   1982 — 1986
MBA

Rutgers, The State University of New Jersey-Newark

Ravi Shastri Ravi Shastri Greater Boston Area Details
Ravi Shastri's Fidelity Investments Experience 1994 - 1996
Job Asset Allocation Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  April 2011 - Present
Wellington Management  March 2010 - March 2011
Kamakshi Consulting   March 2008 - March 2010
2100 Capital Group  2004 - 2008
Putnam Investments  2000 - 2004
Essential.com  1999 - 2000
Harvard Management Co   1994 - 1998
Fidelity Investments   1994 - 1996

Skills
Leadership, Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Asset Allocation, Trading Systems, Derivatives, Investment Management, Investments, Mutual Funds, Capital Markets, Market Data, SDLC, Electronic Trading, Trading, Financial Services, Business Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2003
MS, Finance

University of Massachusetts Boston   1987 — 1989
Master of Science (M.S.), Computer Science

Veenita Rao, CPA Veenita Rao, CPA Greater Boston Area Details
Veenita Rao, CPA's Fidelity Investments Experience 1998 - 2001
Job Manager of Corporate Accounting at Bruker Corporation
Industry Accounting
Experience
Bruker Corporation  January 2013 - Present
Various  July 2011 - August 2012
Raytheon  January 2010 - May 2011
Barzel Industries, Inc.   August 2008 - November 2009
Abiomed, Inc.   June 2007 - July 2008
IASIS Healthcare  2001 - 2007
Fidelity Investments   1998 - 2001
Coopers & Lybrand  1993 - 1998

Skills
Financial Reporting, IFRS, SOX, Process Improvement, Financial Analysis, Accounting, Budgeting, SAP, Forecasting, Compliance, Strategic Planning, Consolidation, SEC reporting, US GAAP, Hyperion, Sarbanes-Oxley Act, SEC filings, Hyperion Enterprise, Revenue Recognition, SEC Filings

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1993
Bachelor of Business Administration (BBA), Accounting

Colleen Hankins Colleen Hankins Greater Boston Area Details
Colleen Hankins's Fidelity Investments Experience November 2000 - Present
Job Securities Litigator
Industry Financial Services
Experience
Fidelity Investments   November 2000 - Present
Bingham McCutchen  September 1998 - November 2000
U.S. Census   1990 - 1990

Skills
FINRA, Litigation, Broker-Dealer, Securities Litigation, Arbitration, Commercial Litigation

Education
Boston College Law School   1995 — 1998

University of Rochester   1990 — 1994
Bachelor of Arts, Political Science and History

Matt Nevins Matt Nevins Greater Boston Area Details
Matt Nevins's Fidelity Investments Experience June 2001 - January 2013
Job General Counsel at Geode Capital Management
Industry Financial Services
Experience
Geode Capital Management  February 2015 - Present
SIFMA  February 2013 - February 2015
Fidelity Investments   June 2001 - January 2013
Fidelity Investments   September 2006 - January 2009
Fidelity Investments   June 2001 - September 2006
Palmer & Dodge LLP  1998 - 2001

Skills
Mergers & Acquisitions, Securities, Private Equity, Mergers

Education
Boston College Law School   1995 — 1998
J.D.

University of Connecticut   1991 — 1995
BA, Economics & Political Science

Ridgefield High School   1987 — 1991

Sandy Gopen Sandy Gopen Greater Boston Area Details
Sandy Gopen's Fidelity Investments Experience 1998 - 1998
Job Director of Finance at Cadence Design Systems, Inc.
Industry Computer Software
Experience
Cadence Design Systems, Inc.   April 2000 - Present
Andersen Consulting  1999 - 2000
Andersen Consulting  1998 - 1999
Fidelity Investments   1998 - 1998
Bay Networks, Inc.   1997 - 1997
Bay Networks, Inc.   1996 - 1996
Bay Networks, Inc.   1995 - 1995
International Paper  1993 - 1993
International Paper  1991 - 1993
International Paper  1990 - 1991

Skills
Revenue Recognition, Finance, Mergers & Acquisitions, Sales, Analysis, Forecasting, Start-ups, Financial Analysis, Strategic Financial..., Accounting

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

Hofstra University
Bachelor’s Degree, Finance

Christine Tang (Yee) Christine Tang (Yee) Greater Boston Area Details
Christine Tang (Yee)'s Fidelity Investments Experience March 2014 - November 2014
Job Software Developer
Industry Information Technology and Services
Experience
Fidelity Investments   March 2014 - November 2014
Kofax  June 2013 - March 2014
CyberGrants  June 2004 - June 2013
McCracken Financial Software  2001 - 2003
HiFi.com   May 2000 - March 2001
United Way of Massachusetts Bay  January 1998 - April 2000

Skills
SQL, PL/SQL, XML, Oracle, Requirements Analysis, Software Project..., Business Analysis, Agile Methodologies, Database Design, SaaS, SDLC, Microsoft SQL Server, Oracle Reports, Oracle PL/SQL..., HTML, Oracle SQL Developer, JSON, JavaScript, Software Development, Windows, Software Documentation, Databases, SharePoint, Agile Project Management, Unix, Professional Services, Enterprise Software, CRM, Linux, Microsoft Office, Integration, Project Management, Scrum, Git, Jenkins, Jira

Education
Boston University Questrom School of Business   1993 — 1995

Boston Latin School   1986 — 1991

Richard Morrison Richard Morrison Greater Boston Area Details
Richard Morrison's Fidelity Investments Experience 1994 - 1999
Job Director of Investment Strategy at Prime, Buchholz and Associates
Industry Investment Management
Experience
Prime, Buchholz and Associates   Market Risk AnalystHarvard Management Company1999 - 2004
Fidelity Investments   1994 - 1999

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2003
MSF, Finance

Northeastern University   1990 — 1995
BS, Finance

Boston College High School   1986 — 1990

Galin Ma Galin Ma Greater Boston Area Details
Galin Ma's Fidelity Investments Experience May 2010 - September 2010
Job Business Analyst at IBM
Industry Financial Services
Experience
IBM Software Group  September 2012 - Present
Teach For China; Shantou   July 2011 - July 2012
Fidelity Investments   May 2010 - September 2010
Boston University School of Management  May 2009 - September 2009
Chinese Progressive Association  September 2006 - April 2009
City of Boston  June 2008 - September 2008
Chinese Progressive Association  June 2007 - September 2007

Skills
Data Analysis, HTML, SharePoint, Teaching, Requirements Analysis, Analysis, Access, SQL, Leadership, Social Media, Non-profits, Mac OS X, DB2, Requirements Gathering, Technical Architecture, Database Design, Testing, SPSS, Project Management, Oracle, SAP, System Testing, Technical Documentation, Agile Methodologies, Cognos, Business Intelligence, SDLC

Education
Boston University - School of Management   2007 — 2011
Bachelor of Science, Business Administration; Finance, Information Systems & Accounting, 3.46

Boston Latin School   2004 — 2007

Ryan Noonan Ryan Noonan Greater Boston Area Details
Ryan Noonan's Fidelity Investments Experience January 2009 - Present
Job Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2009 - Present
Merrill Lynch  September 2001 - December 2008
Mellon Financial  September 1997 - September 2001

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

University of New Hampshire   1993 — 1997
BA, Sociology

Daniel McGrory, CIA, MBA Daniel McGrory, CIA, MBA Greater Boston Area Details
Daniel McGrory, CIA, MBA's Fidelity Investments Experience June 2010 - January 2013
Job Director of Finance at Massachusetts Department of Revenue/Child Support Enforcement Division
Industry Financial Services
Experience
Massachusetts Department of Revenue/Child Support Enforcement Division   December 2014 - Present
Massachusetts Department of Revenue/Child Support Enforcement Division   July 2014 - December 2014
Bunker Hill Community College  January 2014 - May 2014
Fidelity Investments   June 2010 - January 2013
New York Life Insurance Company  August 2009 - June 2010
State Street (Legacy Investors Bank & Trust)   October 2006 - October 2008
Control Solutions International  March 2006 - October 2006
Computershare  1995 - 2005
Bank of Boston  1990 - 1995
The Boston Company  September 1988 - June 1990

Skills
Vendor Management, Risk Management, Financial Risk, Mutual Funds, Fixed Income, Project Management, Financial Services, Operations Management, Securities, Equities, Portfolio Management, Internal Audit, Corporate Actions, Change Management, Analysis, Mergers & Acquisitions, Trading, Cash Management, Forecasting, Auditing, Process Improvement, Banking, Finance, Management, Asset Management, Business Planning, Fund Accounting, Investments, Capital Markets

Education
Suffolk University   1979 — 1981
MBA, Finance

Stonehill College   1973 — 1977
BSBA, Marketing

Boston Latin School   1968 — 1973

Ramon Johnson, MBA, PMP Ramon Johnson, MBA, PMP Fresno, California Area Details
Ramon Johnson, MBA, PMP's Fidelity Investments Experience 2007 - 2010
Job Experienced Financial Services Manager
Industry Financial Services
Experience
Private Company  2010 - Present
Fidelity Investments   2007 - 2010

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

Boston College - Carroll School of Management   1996 — 1999
BA, Finance

Debbie Segal Debbie Segal Greater Boston Area Details
Debbie Segal's Fidelity Investments Experience 1996 - 2015
Job Fidelity Charitable Trustees' Philanthropy Fund
Industry Nonprofit Organization Management
Experience
Fidelity Charitable - Trustees Philanthropy Fund   March 2014 - Present
Fidelity Investments   1996 - 2015
Fidelity Charitable Gift Fund  2010 - February 2014
WilmerHale  September 1990 - December 1995

Skills
Investments, Financial Services, Mutual Funds, Series 7, Estate Planning, FINRA, Securities, Series 63, Alternative Investments, Investment Advisory, Risk Management, Leadership, Asset Management, Wealth Management, Asset Allocation, Retirement, High Net Worth...

Education
University of California, Santa Cruz   1979 — 1982
BA, Sociology

Boston College Law School
JD, Law

Tony Baublis Tony Baublis Greater Boston Area Details
Tony Baublis's Fidelity Investments Experience December 1997 - Present
Job SVP Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 1997 - Present

Skills
Strategic Financial..., Essbase, Corporate Finance, Mergers & Acquisitions, Mutual Funds, Financial Reporting, Financial Analysis, Financial Modeling, Risk Management, Financial Services, Investments, Asset Management, Valuation, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1992
MSF, Finance

Yale University   1984 — 1988
BA, Economics

Richard Jacobson Richard Jacobson Greater Boston Area Details
Richard Jacobson's Fidelity Investments Experience February 2011 - December 2014
Job Regulatory Compliance Professional
Industry Financial Services
Experience
Fidelity Investments   February 2011 - December 2014
Counsel on Call  April 2010 - January 2011
State Street Corporation  January 2001 - December 2008
US Securities and Exchange Commission  May 1989 - December 2000
Ruberto, Israel & Weiner, P.C.   1981 - 1989

Skills
Securities Regulation, Corporate Governance, Litigation, FINRA, Securities, FCPA, Commercial Litigation, Mutual Funds, Civil Litigation, Corporate Law, Legal Research, Internal Investigations

Education
Boston College Law School
J.D., Law

Brandeis University
B.A., Political Science

Anne Marie Edwards Anne Marie Edwards Greater Boston Area Details
Anne Marie Edwards's Fidelity Investments Experience January 2011 - Present
Job Assistant Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2011 - Present
Fidelity Investments   June 2005 - December 2008
Fidelity Investments   January 2004 - June 2005
Fidelity Investments   October 1999 - January 2004

Education
Emmanuel College   2000 — 2009
BS, Business Administration

Boston Latin School   1989 — 1995
High School Diploma, College Preparatory

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

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

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

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

Edward Kirby Edward Kirby Greater Boston Area Details
Edward Kirby's Fidelity Investments Experience August 2013 - May 2014
Job Associate at Weil Gotshal and Manges
Industry Law Practice
Experience
Weil Gotshal and Manges  May 2014 - Present
Fidelity Investments   August 2013 - May 2014
GTC Law Group  2012 - 2012
Riot Games  June 2011 - August 2011
United States Department of Labor, Office of the Solicitor  May 2010 - August 2010
Massachusetts Department of Telecommunications & Cable   May 2009 - August 2009
American Cancer Society  October 2007 - June 2008

Skills
Legal Research, Westlaw, Corporate Law, Lexis, Corporate Governance, Licensing, Contract Negotiation, Contract Management

Education
Boston College Carroll School of Management   2010 — 2012
Master of Business Administration (M.B.A.)

Boston College Law School   2008 — 2012
Doctor of Law (J.D.), Cum Laude

Santa Clara University   2001 — 2007
BS, Political Science and Government

Charles E. Hipp, CFA Charles E. Hipp, CFA Greater Boston Area Details
Charles E. Hipp, CFA's Fidelity Investments Experience June 2004 - December 2005
Job Investment Director, Senior Manager Research Analyst at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments  August 2014 - Present
TFC Financial Management  December 2005 - August 2014
Fidelity Investments   June 2004 - December 2005
State Street Bank  August 1998 - June 2004

Skills
Portfolio Management, Asset Allocation, Manager Research, Mutual Funds, Asset Management, Wealth Management

Education
Framingham State University
B.S, Business Administration

Boston Latin School   1986 — 1992

CFA Institute

Kathleen Miskiewicz Kathleen Miskiewicz Greater Boston Area Details
Kathleen Miskiewicz's Fidelity Investments Experience November 1994 - December 2008
Job Retired SVP/Deputy General Counsel/Financial Services Executive
Industry Financial Services
Experience
Fidelity Investments   November 1994 - December 2008
Fidelity Investments   2006 - November 2008
Fidelity Investments   2005 - 2006
Fidelity Investments   2000 - 2005
Fidelity Investments   1996 - 2000
Fidelity Investments   1994 - 1996
Sullivan & Worcester LLP  1991 - 1994

Education
Wellesley College
BA, 1986

Boston College Law School
JD, 1991

Amor Ibe Amor Ibe Greater Boston Area Details
Amor Ibe's Fidelity Investments Experience March 2013 - May 2014
Job Technical Operations Specialist at Maxwell Health
Industry Insurance
Experience
Fidelity Investments   March 2013 - May 2014
Towers Watson  September 2010 - February 2013
Spring Consulting Group, LLC  June 2007 - September 2010
Blue Cross Blue Shield of Massachusetts  June 2004 - May 2007

Skills
Employee Benefits, Health Insurance, Human Resources, Disability Insurance, Insurance

Education
Northeastern University   2003 — 2007
BSBA, Finance & Accounting

Boston Latin School   1997 — 2001
Diploma, College preparatory curriculum

Nicholas Kolokithas Nicholas Kolokithas Greater Boston Area Details
Nicholas Kolokithas's Fidelity Investments Experience 1999 - 2000
Job Assistant Vice President and Senior Counsel at John Hancock
Industry Investment Management
Experience
John Hancock  May 2009 - Present
Bank of America  March 2007 - March 2009
Deutsche Asset Management  2005 - 2007
Dechert LLP  2000 - 2005
Fidelity Investments   1999 - 2000
BASF  1997 - 1999

Skills
Securities, Compliance, Investments, Investment Advisory, Asset Management, Corporate Governance, Securities Law, Mutual Funds, Investment Advisers Act, Corporate Law, Investment Company Act, Investment Management, Financial Services, SEC filings, Securities Regulation, Alternative Investments

Education
Boston College Law School   1994 — 1997
JD, Law

Boston College   1990 — 1994
BA, summa cum laude, Political Science and Spanish

Rich McLarey, CEP Rich McLarey, CEP Greater Boston Area Details
Rich McLarey, CEP's Fidelity Investments Experience March 2015 - Present
Job Vice President Solutions Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   December 1993 - March 2015

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1998
MBA, Finance

Isenberg School of Management, UMass Amherst   1989 — 1994
BS, Accounting / Economics

Peter Stanton Peter Stanton Greater Boston Area Details
Peter Stanton's Fidelity Investments Experience Leveraged loan traderFidelity Investments1998 - 2001
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   Leveraged loan traderFidelity Investments1998 - 2001

Education
College of the Holy Cross   1989 — 1993

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

CFA

shamael mustafa shamael mustafa Raleigh, North Carolina Details
shamael mustafa's Fidelity Investments Experience April 1998 - January 2004
Job Branch Manager IV Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  September 2012 - Present
Capital One Bank  October 2006 - September 2012
BBVA Compass  September 2005 - October 2006
Wells Fargo  July 2004 - August 2005
Fidelity Investments   April 1998 - January 2004
Citizens Bank  May 1992 - March 1998

Skills
Banking, Small Business Lending, Strategic Financial..., Business Analysis, Sales Management, Sales Process, Business Strategy, Project Management, Strategic Planning, New Business Development, Call Center, Change Management, Training, Management, Vendor Management, Call Centers, Operations Management, Process Improvement, Customer Service

Education
Providence College   1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services, 3.9

Boston College - Carroll School of Management   1989 — 1992
Bachelor’s Degree, Marketing/Marketing Management, General, 3.7

Patricia Roth Patricia Roth Greater Boston Area Details
Patricia Roth's Fidelity Investments Experience June 2010 - Present
Job Vice President, FundsNetwork Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2010 - Present
Fidelity Investments   November 2007 - June 2010
Mercer Global Investments  May 2005 - April 2007
Bank of America  November 1999 - May 2005
Keyport Life Insurance Company  May 1992 - November 1999

Skills
Mutual Funds, Financial Services, Series 7, Portfolio Management, Series 63, Investments, Asset Management, Relationship Management, Securities, Wealth Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 2000
M.B.A.

Merrimack College   1988 — 1992
B.S., Business Administration, Marketing

Karen Barry Carter Karen Barry Carter Greater Boston Area Details
Karen Barry Carter's Fidelity Investments Experience September 1992 - September 1993
Job Assistant Director, Transactional Law Program at Boston University School of Law
Industry Law Practice
Experience
Boston University School of Law  April 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   October 1998 - Present
Palmer & Dodge LLP  September 1993 - August 1995
Fidelity Investments   September 1992 - September 1993

Skills
Corporate Law, Mergers & Acquisitions, Securities Offerings, Securities Regulation, Corporate Governance, Legal Education

Education
Boston College Law School
JD

College of the Holy Cross
BA, English Language and Literature, General

Todd McFarland Todd McFarland Greater Boston Area Details
Todd McFarland's Fidelity Investments Experience May 1998 - June 2001
Job Head of IT Architecture at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  June 2001 - Present
Fidelity Investments   May 1998 - June 2001

Skills
Fixed Income, Portfolio Management, Equities, Bloomberg

Education
Boston College - Carroll School of Management   1992 — 1995
Master of Finance, Finance, General, Cumulative GPA 3.8

Laura Jacobs Laura Jacobs Greater Boston Area Details
Laura Jacobs's Fidelity Investments Experience May 2014 - August 2014
Job Summer Associate at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP  May 2015 - Present
Fidelity Investments   May 2014 - August 2014
The Walt Disney Company  January 2013 - June 2013
Clemson University  August 2011 - December 2012
Special Metals  June 2012 - August 2012
EXPRESS  May 2010 - December 2011

Skills
PowerPoint, Public Speaking, Financial Analysis, Financial Modeling, Financial Reporting, Team Leadership, Editing, Microsoft Office, Microsoft Excel, Accounting, Higher Education, Microsoft Word, Excel, Word, Retail, Legal Research, Legal Writing

Education
Boston College Law School   2013 — 2016
Doctor of Law (JD) Candidate

Clemson University - College of Business and Behavioral Science   2009 — 2012
BS, Financial Management

Christine DeGrappo Christine DeGrappo Dallas/Fort Worth Area Details
Christine DeGrappo's Fidelity Investments Experience May 2012 - Present
Job Vice President of IIS Operations
Industry Financial Services
Experience
Fidelity Investments   May 2012 - Present
Fidelity Investments   October 2009 - May 2012
Fidelity Investments   December 2006 - October 2009
Metaxas, Norman & Pidgeon, LLP   2003 - 2006

Skills
Financial Analysis, Market Data, Vendor Management, Project Management, Contract Negotiation, Agile Methodologies, Business Strategy, Accounting, Financial Services, Equities, Asset Management, Finance, Business Process..., Project Planning, Relationship Management, Analysis, Business Analysis, Risk Management

Education
Boston College Law School   1990 — 1993
Doctor of Law (J.D.), Law

Regis College   1986 — 1990
Bachelor of Arts (B.A.), Mathematics and Computer Science

Alvin Der Alvin Der Greater Boston Area Details
Alvin Der's Fidelity Investments Experience 1995 - 2000
Job
Industry Information Technology and Services
Experience
QuoJax Corporation  2012 - Present
State Street Bank  2003 - 2010
Investors Bank & Trust ( acquired by State Street Bank )   2003 - 2006
Fidelity Investments   1995 - 2000
Raytheon Missile Systems  1989 - 1995

Education
Brandeis University   1985 — 1989
B.A.

Boston Latin School   1979 — 1985

Cindy Lam-Yee Cindy Lam-Yee Greater Boston Area Details
Cindy Lam-Yee's Fidelity Investments Experience January 2000 - April 2012
Job Financial Professional at SallieMae/Upromise
Industry Financial Services
Experience
Ascensus College Savings, Inc. (formerly Upromise/SallieMae)   April 2012 - Present
Fidelity Investments   January 2000 - April 2012
Boston Stock Exchange  July 1997 - January 2000
Financial Industry Regulatory Authority  May 1995 - July 1997

Skills
Mutual Funds, Securities, Risk, Risk Management, Compliance, FINRA, Investments, Risk Assessment, Customer Relations, Customer Service, Equities, Financial Risk, Financial Services, Finance, Asset Management, Fixed Income, Business Analysis, Portfolio Management

Education
Boston University - School of Management   1989 — 1993
BS/BA, Finance

Boston Latin School   1984 — 1989

Krista D'Aloia Krista D'Aloia Greater Boston Area Details
Krista D'Aloia's Fidelity Investments Experience January 2007 - Present
Job Vice President and Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2007 - Present

Skills
ERISA

Education
Boston College Law School
JD

Boston University School of Law
LLM, Taxation

Le Moyne College
BS, Industrial Relations

Tamara MacDonald Tamara MacDonald Boston, Massachusetts Details
Tamara MacDonald's Fidelity Investments Experience June 2002 - Present
Job Corporate Accounting Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2002 - Present
Liberty Mutual Insurance  September 1999 - August 2000
PwC  September 1996 - August 1999

Skills
Certified Public...

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

College of the Holy Cross   1992 — 1996
Bachelor of Arts (B.A.), Economics/Accounting

Karen Stymest Karen Stymest Boston, Massachusetts Details
Karen Stymest's Fidelity Investments Experience September 2014 - Present
Job Vice President Asset Management Regulatory Management
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity  June 2008 - September 2014
Bingham McCutchen  2004 - 2008
US Army Finance Corps   1994 - 2000

Education
Boston College Law School   2001 — 2004
Doctor of Law (JD)

United States Military Academy at West Point   1990 — 1994
Bachelor of Science (BS)

Jacqueline (Seeley) Heiskell Jacqueline (Seeley) Heiskell Quincy, Massachusetts Details
Jacqueline (Seeley) Heiskell's Fidelity Investments Experience August 1996 - July 2000
Job Client Service Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services  June 2014 - Present
NRS - National Regulatory Services  August 2000 - July 2014
Fidelity Investments   August 1996 - July 2000

Skills
Securities, Mutual Funds, Financial Services, Alternative Investments, Hedge Funds, FINRA, 401k, AML, Investment Advisory

Education
Suffolk University - Sawyer School of Management   1998 — 2001
Master of Business Administration (MBA)

Framingham State College   1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General

Boston Latin School

Gabriella Ryan Gabriella Ryan Boston, Massachusetts Details
Gabriella Ryan's Fidelity Investments Experience July 2014 - Present
Job Tech Intern at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments   July 2014 - Present

Skills
Photoshop, Adobe Creative Suite, Digital Art, HTML, CSS, GIMP, Javascript

Education
Boston Latin School   2009 — 2015

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