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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
Fidelity Investments Product ManagerFidelity2002 - Present
Fidelity Investment 2000 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
Fidelity Investments July 2014 - Present
Skills
Photoshop, Adobe Creative Suite, Digital Art, HTML, CSS, GIMP, Javascript
Education
Boston Latin School 2009 — 2015