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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Marcus Rembert Marcus Rembert's Fidelity Investments Experience April 1998 - January 2000
Job Real Estate Broker at Keller Williams Realty Infinity
Industry Real Estate
Experience
Keller Williams Realty Infinity October 2014 - Present
Keller Williams Realty, Inc. 2013 - 2015
Advantage Realty Group April 2013 - October 2014
Applied Systems November 2003 - September 2013
IRI January 2000 - December 2003
Fidelity Investments April 1998 - January 2000
Skills
Real Estate Transactions, Real Estate, Sellers, Buyers, First Time Home Sellers, First Time Home Buyers, Investment Properties, REO, Foreclosures, Move Up Buyers, Contract Negotiation, HUD, Cross-functional Team..., Management, Project Planning, Analysis, Leadership, Business Intelligence, Insurance, Business Process, Change Management, Process Improvement, Team Building, Business Analysis, SharePoint, Team Leadership, Public Speaking, Product Management, Business Process..., Customer Service, Visio, Salesforce.com, CRM, Requirements Gathering, Training, SDLC, Customer Relations, Software Implementation, Client Education, Technology, Data Analysis, Data Mining, Property & Casualty..., Buyer Representation, Seller Representation, Selling, Negotiation, Sales, Sales Process, MS Project
Education
DePaul University 2012 — 2014
Bachelor of Arts (B.A.), Business and Risk Management
Boston University 1998 — 2000
N/A, Business, Management, Marketing, and Related Support Services
Keller Williams Realty Infinity October 2014 - Present
Keller Williams Realty, Inc. 2013 - 2015
Advantage Realty Group April 2013 - October 2014
Applied Systems November 2003 - September 2013
IRI January 2000 - December 2003
Fidelity Investments April 1998 - January 2000
Skills
Real Estate Transactions, Real Estate, Sellers, Buyers, First Time Home Sellers, First Time Home Buyers, Investment Properties, REO, Foreclosures, Move Up Buyers, Contract Negotiation, HUD, Cross-functional Team..., Management, Project Planning, Analysis, Leadership, Business Intelligence, Insurance, Business Process, Change Management, Process Improvement, Team Building, Business Analysis, SharePoint, Team Leadership, Public Speaking, Product Management, Business Process..., Customer Service, Visio, Salesforce.com, CRM, Requirements Gathering, Training, SDLC, Customer Relations, Software Implementation, Client Education, Technology, Data Analysis, Data Mining, Property & Casualty..., Buyer Representation, Seller Representation, Selling, Negotiation, Sales, Sales Process, MS Project
Education
DePaul University 2012 — 2014
Bachelor of Arts (B.A.), Business and Risk Management
Boston University 1998 — 2000
N/A, Business, Management, Marketing, and Related Support Services
Donald Almquist Donald Almquist's Fidelity Investments Experience 1999 - 2002
Job Creative Film Cars
Industry Entertainment
Experience
Creative Film Cars January 2005 - Present
Visible Grain Photography January 1995 - Present
Triumph Motorcycles 2005 - January 2012
Fidelity Investments 1999 - 2002
State Street Bank 1995 - 1999
Skills
Motorcycle, Sourcing, Online Marketing, Public Relations, Production, Marketing Strategy, Advertising, Marketing Communications, Photography, Purchasing, Promotions, Event Planning, Video Production, Automotive, Video, Entertainment, Online Advertising, Television, New Business Development, Vehicles, Blogging, Negotiation, Film, Strategic Planning, Social Networking, Social Media, Digital Marketing, Automobile, Editing, Social Media Marketing, New Media, Photoshop, Brand Development, Event Management, Press Releases, Product Development, Copywriting, Motorsports, Corporate Communications, Digital Media, Digital Photography, Creative Direction, Racing, Marketing, Film Production, Fashion, Integrated Marketing, Email Marketing, Video Editing, Multimedia
Education
Boston University 1990 — 1994
BA, Economics, Political Science, Philosophy
Creative Film Cars January 2005 - Present
Visible Grain Photography January 1995 - Present
Triumph Motorcycles 2005 - January 2012
Fidelity Investments 1999 - 2002
State Street Bank 1995 - 1999
Skills
Motorcycle, Sourcing, Online Marketing, Public Relations, Production, Marketing Strategy, Advertising, Marketing Communications, Photography, Purchasing, Promotions, Event Planning, Video Production, Automotive, Video, Entertainment, Online Advertising, Television, New Business Development, Vehicles, Blogging, Negotiation, Film, Strategic Planning, Social Networking, Social Media, Digital Marketing, Automobile, Editing, Social Media Marketing, New Media, Photoshop, Brand Development, Event Management, Press Releases, Product Development, Copywriting, Motorsports, Corporate Communications, Digital Media, Digital Photography, Creative Direction, Racing, Marketing, Film Production, Fashion, Integrated Marketing, Email Marketing, Video Editing, Multimedia
Education
Boston University 1990 — 1994
BA, Economics, Political Science, Philosophy
Arun Jayaram, MBA's Fidelity Investments Experience October 2005 - Present
Job Sr Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
DIGIMARC ID SYSTEMS January 2003 - January 2006
LeapFrog 2005 - 2005
CROSS COUNTRY AUTO SERVICES January 2001 - January 2003
Inforonics May 1999 - January 2003
Covansys January 1994 - January 1999
Business Systems Consultants, Inc. 1994 - 1995
Datamatics Global Services January 1987 - August 1989
National Dairy development Board 1982 - 1987
Skills
Software Project..., CMMI, ITIL, Process Improvement, Agile & Waterfall..., Project Management, Software Development, Technical Leadership, Strategy, .NET, Java, PL/SQL, Business Intelligence, XML, Databases, Agile Methodologies, Oracle, SDLC, Testing
Education
Northeastern University - D'Amore-McKim School of Business 2011 — 2013
Master of Business Administration (MBA), Management
Boston University 2006 — 2006
Project Management
University of Mumbai 1977 — 1981
BSc, Mathematics
Parle College 1975 — 1981
Air India Modern School 1965 — 1975
High School Diploma
Fidelity Investments October 2005 - Present
DIGIMARC ID SYSTEMS January 2003 - January 2006
LeapFrog 2005 - 2005
CROSS COUNTRY AUTO SERVICES January 2001 - January 2003
Inforonics May 1999 - January 2003
Covansys January 1994 - January 1999
Business Systems Consultants, Inc. 1994 - 1995
Datamatics Global Services January 1987 - August 1989
National Dairy development Board 1982 - 1987
Skills
Software Project..., CMMI, ITIL, Process Improvement, Agile & Waterfall..., Project Management, Software Development, Technical Leadership, Strategy, .NET, Java, PL/SQL, Business Intelligence, XML, Databases, Agile Methodologies, Oracle, SDLC, Testing
Education
Northeastern University - D'Amore-McKim School of Business 2011 — 2013
Master of Business Administration (MBA), Management
Boston University 2006 — 2006
Project Management
University of Mumbai 1977 — 1981
BSc, Mathematics
Parle College 1975 — 1981
Air India Modern School 1965 — 1975
High School Diploma
Brandon Bettencourt, CFA Brandon Bettencourt, CFA's Fidelity Investments Experience May 2014 - Present
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments February 2011 - May 2014
Fidelity Investments January 2008 - February 2011
NSTAR June 2005 - December 2007
Skills
FX Hedging, Risk Management, Portfolio Management, Bonds, Indexing, Portfolio Optimization, Model Portfolios, Fixed Income, Asset Management, Bloomberg, VBA, Investments, CFA, Barclays Point, Interest Rate Hedging, Mutual Funds
Education
CFA Institute 2008 — 2010
Charterholder
Worcester Polytechnic Institute 2005 — 2007
M.S., Power Systems Management
Boston University 2001 — 2005
B.S., Electrical Engineering
Fidelity Investments May 2014 - Present
Fidelity Investments February 2011 - May 2014
Fidelity Investments January 2008 - February 2011
NSTAR June 2005 - December 2007
Skills
FX Hedging, Risk Management, Portfolio Management, Bonds, Indexing, Portfolio Optimization, Model Portfolios, Fixed Income, Asset Management, Bloomberg, VBA, Investments, CFA, Barclays Point, Interest Rate Hedging, Mutual Funds
Education
CFA Institute 2008 — 2010
Charterholder
Worcester Polytechnic Institute 2005 — 2007
M.S., Power Systems Management
Boston University 2001 — 2005
B.S., Electrical Engineering
Christian Hurley's Fidelity Investments Experience August 2015 - Present
Job Senior Product Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments August 2015 - Present
DigitasLBi_US April 2013 - July 2015
Digitas June 2011 - April 2013
Pierce, Davis & Perritano December 2005 - May 2011
Soundtrack Boston May 2007 - September 2007
EF Education February 2005 - November 2005
Skills
Product Management, Agile Web Development, Scrum, Project Management, Digital Project..., Agile Project Management, Digital Marketing, Interactive Marketing, Marketing, Advertising, Client Services, Digital Media, Social Media, Social Media Marketing, Digital Strategy, Online Advertising, Email Marketing, Marketing Management, Marketing Communications
Education
Institute of Advanced Advertising Studies 2013 — 2013
4A's Program
Emerson College 2006 — 2008
MA, Media Arts
Boston University 2001 — 2005
BA, Linguistics
St. John's Preparatory School 1997 — 2001
Fidelity Investments August 2015 - Present
DigitasLBi_US April 2013 - July 2015
Digitas June 2011 - April 2013
Pierce, Davis & Perritano December 2005 - May 2011
Soundtrack Boston May 2007 - September 2007
EF Education February 2005 - November 2005
Skills
Product Management, Agile Web Development, Scrum, Project Management, Digital Project..., Agile Project Management, Digital Marketing, Interactive Marketing, Marketing, Advertising, Client Services, Digital Media, Social Media, Social Media Marketing, Digital Strategy, Online Advertising, Email Marketing, Marketing Management, Marketing Communications
Education
Institute of Advanced Advertising Studies 2013 — 2013
4A's Program
Emerson College 2006 — 2008
MA, Media Arts
Boston University 2001 — 2005
BA, Linguistics
St. John's Preparatory School 1997 — 2001
Ann Rogers Ann Rogers's Fidelity Investments Experience 1983 - 1988
Job Committed to improving companies' results through people development
Industry Human Resources
Experience
Ann Rogers Associates August 1992 - Present
Vistaprint August 2011 - July 2014
Ann Rogers Associates August 1992 - August 2011
CRG Associates and High Performance Learning January 1995 - July 2011
DDI August 1988 - July 2011
ClearRock, Inc., Impact Group January 2009 - December 2009
Organizational Dynamics, Inc September 1988 - November 1995
Fidelity Investments 1983 - 1988
Skills
Coaching, Leadership Development, Management Development, Career Counseling, MBTI, Organizational..., Talent Management, 360 Feedback, Executive Coaching, Workshop Facilitation, Training Delivery, Employee Engagement, Training, Team Building, Change Management, Management, Career Management, Career Development, Consulting, Organizational..., Succession Planning, Instructional Design, Executive Development, Emotional Intelligence, Organizational Design, Performance Management, Leadership, Organizational Learning, Culture Change, Performance Improvement, Employee Training, Learning Management, Needs Analysis
Education
Boston University
M.Ed
DePauw University
B.A.
Massachusetts School of Professional Psychology
GCEC
University of Cincinnati
Teacher certification
Ann Rogers Associates August 1992 - Present
Vistaprint August 2011 - July 2014
Ann Rogers Associates August 1992 - August 2011
CRG Associates and High Performance Learning January 1995 - July 2011
DDI August 1988 - July 2011
ClearRock, Inc., Impact Group January 2009 - December 2009
Organizational Dynamics, Inc September 1988 - November 1995
Fidelity Investments 1983 - 1988
Skills
Coaching, Leadership Development, Management Development, Career Counseling, MBTI, Organizational..., Talent Management, 360 Feedback, Executive Coaching, Workshop Facilitation, Training Delivery, Employee Engagement, Training, Team Building, Change Management, Management, Career Management, Career Development, Consulting, Organizational..., Succession Planning, Instructional Design, Executive Development, Emotional Intelligence, Organizational Design, Performance Management, Leadership, Organizational Learning, Culture Change, Performance Improvement, Employee Training, Learning Management, Needs Analysis
Education
Boston University
M.Ed
DePauw University
B.A.
Massachusetts School of Professional Psychology
GCEC
University of Cincinnati
Teacher certification
Alex Piré's Fidelity Investments Experience September 2013 - August 2015
Job Vice President, Product Management at Jennison Associates
Industry Investment Management
Experience
Jennison Associates LLC August 2015 - Present
Fidelity Investments September 2013 - August 2015
State Street Global Advisors July 2008 - August 2013
Moonzo Media February 2002 - December 2012
Skills
Investment Strategies, Portfolio Management, Portfolio Analysis, Factset, Bloomberg, Equities, Institutional Asset..., Morningstar, Institutional..., Business Analysis, Investments, Business Development, Zephyr StyleAdvisor, Microsoft Office, Matlab, Series 7, Series 63, ETFs, eVestment, PHP, VBA, SQL, Capital Markets, Asset Management, Fixed Income, Mutual Funds
Education
Boston University 2004 — 2008
B.A.
Lycee Francais de New York 2001 — 2004
Baccalaureate
Level III Candidate in the CFA Program
Series 7, 63
Jennison Associates LLC August 2015 - Present
Fidelity Investments September 2013 - August 2015
State Street Global Advisors July 2008 - August 2013
Moonzo Media February 2002 - December 2012
Skills
Investment Strategies, Portfolio Management, Portfolio Analysis, Factset, Bloomberg, Equities, Institutional Asset..., Morningstar, Institutional..., Business Analysis, Investments, Business Development, Zephyr StyleAdvisor, Microsoft Office, Matlab, Series 7, Series 63, ETFs, eVestment, PHP, VBA, SQL, Capital Markets, Asset Management, Fixed Income, Mutual Funds
Education
Boston University 2004 — 2008
B.A.
Lycee Francais de New York 2001 — 2004
Baccalaureate
Level III Candidate in the CFA Program
Series 7, 63
Christian McGowan, CRPC® Christian McGowan, CRPC®'s Fidelity Investments Experience April 2009 - January 2011
Job Business Development Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2014 - Present
John Hancock Investments January 2013 - December 2013
John Hancock Investments January 2011 - December 2012
Fidelity Investments April 2009 - January 2011
Fidelity Investments October 2007 - April 2009
Massachusetts Hospital School, Canton, MA. July 2003 - August 2007
Media Education Foundation January 2007 - May 2007
University of Massachusetts Amherst September 2006 - May 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
Microsoft Office, Series 6, Series 63, PowerPoint, Mutual Funds, Social Media, CRPC, Sales, Investments, Microsoft Excel, Customer Service, Excel, Final Cut Pro, Word, Customer Relations, Series 7, Analysis, Management, Microsoft Word, Financial Services, Marketing, Finance, Financial Advisory, FINRA, Securities, 401k, Asset Allocation, Alternative Investments, Retirement Planning
Education
Boston University 2014 — 2016
Certified Financial Planner (CFP®), Financial Planning and Services
University of Massachusetts, Amherst 2003 — 2007
Communication, Film Studies
University of Wollongong 2006 — 2006
Communication, Film
Westwood High School 1999 — 2003
John Hancock Investments January 2014 - Present
John Hancock Investments January 2013 - December 2013
John Hancock Investments January 2011 - December 2012
Fidelity Investments April 2009 - January 2011
Fidelity Investments October 2007 - April 2009
Massachusetts Hospital School, Canton, MA. July 2003 - August 2007
Media Education Foundation January 2007 - May 2007
University of Massachusetts Amherst September 2006 - May 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
Microsoft Office, Series 6, Series 63, PowerPoint, Mutual Funds, Social Media, CRPC, Sales, Investments, Microsoft Excel, Customer Service, Excel, Final Cut Pro, Word, Customer Relations, Series 7, Analysis, Management, Microsoft Word, Financial Services, Marketing, Finance, Financial Advisory, FINRA, Securities, 401k, Asset Allocation, Alternative Investments, Retirement Planning
Education
Boston University 2014 — 2016
Certified Financial Planner (CFP®), Financial Planning and Services
University of Massachusetts, Amherst 2003 — 2007
Communication, Film Studies
University of Wollongong 2006 — 2006
Communication, Film
Westwood High School 1999 — 2003
Dan Winn Dan Winn's Fidelity Investments Experience October 2005 - June 2009
Job Contract Technical Writer
Industry Information Technology and Services
Experience
State Street July 2015 - Present
BA Insight March 2012 - March 2014
LexisNexis April 2011 - February 2012
FirstBest Systems, Inc. February 2010 - May 2011
Fidelity Investments October 2005 - June 2009
Fidelity Investments October 2005 - December 2005
BEA Systems February 2005 - September 2005
Fidelity Investments March 2004 - October 2004
Novell January 2002 - March 2004
SilverStream Software February 1998 - December 2002
Skills
MadCap Flare, FrameMaker, Captivate, Agile Methodologies, Access Database, CSS, SDLC, Test Cases
Education
Boston University 1980 — 1983
BLS, English, cum laude
Northeastern University 1998 — 2003
Technical Writing
State Street July 2015 - Present
BA Insight March 2012 - March 2014
LexisNexis April 2011 - February 2012
FirstBest Systems, Inc. February 2010 - May 2011
Fidelity Investments October 2005 - June 2009
Fidelity Investments October 2005 - December 2005
BEA Systems February 2005 - September 2005
Fidelity Investments March 2004 - October 2004
Novell January 2002 - March 2004
SilverStream Software February 1998 - December 2002
Skills
MadCap Flare, FrameMaker, Captivate, Agile Methodologies, Access Database, CSS, SDLC, Test Cases
Education
Boston University 1980 — 1983
BLS, English, cum laude
Northeastern University 1998 — 2003
Technical Writing
Angela Corvino Angela Corvino's Fidelity Investments Experience June 2007 - May 2010
Job Senior Program Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments November 2014 - Present
Russell Investments November 2013 - November 2014
Russell Investments October 2011 - November 2013
Russell Investments May 2010 - October 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments September 2005 - June 2007
Washington Mutual Bank June 2002 - July 2005
Skills
Change Management, Lean Manufacturing, Offshoring, Organizational..., Organizational Change, Instructional Design, PMO, Process Improvement, Program Management, Management Consulting, Global Regulatory..., FATCA, Project Management, Project Portfolio..., SDLC, Six Sigma, Lean Transformation, Leadership Development, Training, Coaching, Consulting, PMP, Performance Improvement, Employee Engagement, Strategy
Education
Boston University 2007 — 2009
EdM, Organizational Development
School for International Training 1998 — 1999
North India: Art and Culture
The Evergreen State College 1995 — 1999
BA, Cultural Studies
Russell Investments November 2014 - Present
Russell Investments November 2013 - November 2014
Russell Investments October 2011 - November 2013
Russell Investments May 2010 - October 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments September 2005 - June 2007
Washington Mutual Bank June 2002 - July 2005
Skills
Change Management, Lean Manufacturing, Offshoring, Organizational..., Organizational Change, Instructional Design, PMO, Process Improvement, Program Management, Management Consulting, Global Regulatory..., FATCA, Project Management, Project Portfolio..., SDLC, Six Sigma, Lean Transformation, Leadership Development, Training, Coaching, Consulting, PMP, Performance Improvement, Employee Engagement, Strategy
Education
Boston University 2007 — 2009
EdM, Organizational Development
School for International Training 1998 — 1999
North India: Art and Culture
The Evergreen State College 1995 — 1999
BA, Cultural Studies
Andrea M. G. Menezes Andrea M. G. Menezes's Fidelity Investments Experience May 2007 - January 2011
Job Senior Pricing Analyst at Staples
Industry Business Supplies and Equipment
Experience
Anthropologie October 2013 - June 2014
Alvin Valley 2012 - 2012
Fidelity Investments May 2007 - January 2011
Boston University August 2005 - August 2007
Fidelity Investments June 2006 - May 2007
Victoria's Secret June 2003 - August 2006
Skills
Marketing Strategy, Business Strategy, Financial Modeling, Financial Analysis, Leadership, Business Analysis, Microsoft Excel, Cross-functional Team..., Analytics, Strategy, CRM, Finance, E-commerce, Entrepreneurship, Pricing, Pricing Strategy, Pricing Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Boston University 2003 — 2007
B.A., Economics
Ursuline Academy 1997 — 2003
Anthropologie October 2013 - June 2014
Alvin Valley 2012 - 2012
Fidelity Investments May 2007 - January 2011
Boston University August 2005 - August 2007
Fidelity Investments June 2006 - May 2007
Victoria's Secret June 2003 - August 2006
Skills
Marketing Strategy, Business Strategy, Financial Modeling, Financial Analysis, Leadership, Business Analysis, Microsoft Excel, Cross-functional Team..., Analytics, Strategy, CRM, Finance, E-commerce, Entrepreneurship, Pricing, Pricing Strategy, Pricing Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Boston University 2003 — 2007
B.A., Economics
Ursuline Academy 1997 — 2003
Dean Briggs Dean Briggs's Fidelity Investments Experience December 2002 - October 2004
Job Senior Program Development Associate
Industry Hospital & Health Care
Experience
Commonwealth Medicine, University of Massachusetts Medical School May 2012 - Present
Commonwealth Medicine, UMass Medical School January 2011 - May 2012
Commonwealth Medicine, UMass Medical School June 2010 - April 2012
MIT - Massachusetts Institute of Technology January 2007 - June 2010
First Marblehead Educational Resources November 2004 - January 2007
Fidelity Investments December 2002 - October 2004
Applix, Inc. October 2001 - November 2002
Viridien Technologies April 2000 - September 2001
Optum (Ingenix) a UnitedHealth Group Company April 1997 - April 2000
Care Management Services, a UnitedHealth Group Company December 1993 - April 1997
Skills
Program Management, Strategic Planning, Healthcare, Software Development, Higher Education, Business Analysis, Budgeting, Process Improvement, Change Management, Customer Relations, Research, Problem Solving, Team Building, Data Analysis, Public Speaking, Product Management, Team Leadership, Planning, Analysis, Mentoring, Operations Management, Project Planning, Budgets, Team Management, Collaborative Problem..., Leadership, Management Consulting, Project Management, CRM, Customer Service, Vendor Management, Management, Business Intelligence, Analytics, Strategy, Enterprise Software, Leadership Development, Program Development, Nonprofits, Organizational..., Program Evaluation, Security, Consulting, Business Process..., Training, Cross-functional Team..., Marketing, Outsourcing, Software Project...
Education
Boston University
B.S.
Simmons College
M.S.W.
The Heller School for Social Policy and Management at Brandeis University
Ph.D.
Commonwealth Medicine, University of Massachusetts Medical School May 2012 - Present
Commonwealth Medicine, UMass Medical School January 2011 - May 2012
Commonwealth Medicine, UMass Medical School June 2010 - April 2012
MIT - Massachusetts Institute of Technology January 2007 - June 2010
First Marblehead Educational Resources November 2004 - January 2007
Fidelity Investments December 2002 - October 2004
Applix, Inc. October 2001 - November 2002
Viridien Technologies April 2000 - September 2001
Optum (Ingenix) a UnitedHealth Group Company April 1997 - April 2000
Care Management Services, a UnitedHealth Group Company December 1993 - April 1997
Skills
Program Management, Strategic Planning, Healthcare, Software Development, Higher Education, Business Analysis, Budgeting, Process Improvement, Change Management, Customer Relations, Research, Problem Solving, Team Building, Data Analysis, Public Speaking, Product Management, Team Leadership, Planning, Analysis, Mentoring, Operations Management, Project Planning, Budgets, Team Management, Collaborative Problem..., Leadership, Management Consulting, Project Management, CRM, Customer Service, Vendor Management, Management, Business Intelligence, Analytics, Strategy, Enterprise Software, Leadership Development, Program Development, Nonprofits, Organizational..., Program Evaluation, Security, Consulting, Business Process..., Training, Cross-functional Team..., Marketing, Outsourcing, Software Project...
Education
Boston University
B.S.
Simmons College
M.S.W.
The Heller School for Social Policy and Management at Brandeis University
Ph.D.
Charlene L. Carpenter's Fidelity Investments Experience July 1991 - July 2013
Job Senior Corporate Actions Analyst
Industry Financial Services
Experience
Fidelity Investments July 1991 - July 2013
Skills
Corporate Actions, Fixed Income, Equities, Data Analysis, Financial Analysis, Securities, Business Analysis, Financial Services, Capital Markets, Mutual Funds, Analysis
Education
Boston University 1994 — 2003
Bachelor of Science (BS), Management Studies
Fidelity Investments July 1991 - July 2013
Skills
Corporate Actions, Fixed Income, Equities, Data Analysis, Financial Analysis, Securities, Business Analysis, Financial Services, Capital Markets, Mutual Funds, Analysis
Education
Boston University 1994 — 2003
Bachelor of Science (BS), Management Studies
Timothy O'Rourke Timothy O'Rourke's Fidelity Investments Experience January 2004 - December 2012
Job Vice President, Financial Consultant at Rockland Trust Financial Services
Industry Financial Services
Experience
Rockland Trust Financial Services September 2013 - Present
Fidelity Investments January 2004 - December 2012
Fidelity Investments September 1999 - December 2003
Fidelity Investments June 1998 - August 1999
Skills
Mutual Funds, Financial Services, Series 7, Retirement, Asset Management, Series 63, Investments, Securities, Relationship Management, Asset Managment, Contract Negotiation, FINRA, 401k, Series 6, Revenue Share, Defined Contribution, Superior Client Service, Client Relations Skills, Collaborative Problem..., Collective Investment..., Life Insurance, Long Term Care Insurance, Personal Financial..., Wealth Management, Investment Management, Social Security, Asset Allocation, Retirement Planning, Business Development
Education
University of New Hampshire 1989 — 1993
Bachelor of Science, Political Science
Boston Latin School 1982 — 1989
High School Diploma, Classical curriculum
Rockland Trust Financial Services September 2013 - Present
Fidelity Investments January 2004 - December 2012
Fidelity Investments September 1999 - December 2003
Fidelity Investments June 1998 - August 1999
Skills
Mutual Funds, Financial Services, Series 7, Retirement, Asset Management, Series 63, Investments, Securities, Relationship Management, Asset Managment, Contract Negotiation, FINRA, 401k, Series 6, Revenue Share, Defined Contribution, Superior Client Service, Client Relations Skills, Collaborative Problem..., Collective Investment..., Life Insurance, Long Term Care Insurance, Personal Financial..., Wealth Management, Investment Management, Social Security, Asset Allocation, Retirement Planning, Business Development
Education
University of New Hampshire 1989 — 1993
Bachelor of Science, Political Science
Boston Latin School 1982 — 1989
High School Diploma, Classical curriculum
Christopher Canfield Christopher Canfield's Fidelity Investments Experience June 2005 - October 2006
Job Software Engineer in New York, NY
Industry Computer Software
Experience
Divergent Thoughts Games July 2012 - Present
Boston University July 2014 - January 2015
Boston University June 2013 - May 2014
State Street October 2006 - March 2013
Fidelity Investments June 2005 - October 2006
Rhode Island Public Transit Authority January 2004 - May 2005
Skills
Software Engineering, Software Design Patterns, Web Applications, Mobile Applications, Java, C++, PHP, JavaScript, ActionScript, SQL, Business Analysis, Software Quality..., MySQL, Microsoft SQL Server, Computer Graphics, Requirements Gathering, Git, GitHub, VBA, Business Requirements, Visual Studio, Eclipse, C#, Bloomberg, Android SDK, Game Development, jQuery, jQuery UI, Bootstrap
Education
Boston University 2013 — 2014
Master of Science (M.S.), Computer Science, 3.85
Boston University 2010 — 2012
Certificate in Computer Science, 3.86
Harvard University 2013 — 2013
Computer Science, 3.7
Providence College 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Divergent Thoughts Games July 2012 - Present
Boston University July 2014 - January 2015
Boston University June 2013 - May 2014
State Street October 2006 - March 2013
Fidelity Investments June 2005 - October 2006
Rhode Island Public Transit Authority January 2004 - May 2005
Skills
Software Engineering, Software Design Patterns, Web Applications, Mobile Applications, Java, C++, PHP, JavaScript, ActionScript, SQL, Business Analysis, Software Quality..., MySQL, Microsoft SQL Server, Computer Graphics, Requirements Gathering, Git, GitHub, VBA, Business Requirements, Visual Studio, Eclipse, C#, Bloomberg, Android SDK, Game Development, jQuery, jQuery UI, Bootstrap
Education
Boston University 2013 — 2014
Master of Science (M.S.), Computer Science, 3.85
Boston University 2010 — 2012
Certificate in Computer Science, 3.86
Harvard University 2013 — 2013
Computer Science, 3.7
Providence College 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Bob Seraphin Bob Seraphin's Fidelity Investments Experience September 1992 - May 1997
Job Educator, consultant, writer, expert in science & art of communication. Recovering financial services marketing exec.
Industry Higher Education
Experience
Stonehill College September 2007 - Present
Northeastern University, College of Professional Studies January 2010 - June 2014
Heritage Chorale 2012 - 2014
Seraphin Communications January 2006 - December 2012
Wachovia Bank February 2002 - December 2005
Fidelity Investments September 1992 - May 1997
Towers Perrin 1983 - 1990
Skills
Public Speaking, Public Relations, Employee Engagement, Strategic Communications, Marketing Communications, Corporate Communications, Thought Leadership, Content Development, Speech Writing, Integrated Marketing, Coaching, Leadership, Training, Marketing, Crisis Communications, Media Relations, Research, Press Releases, Newsletters, Internal Communications, Social Media
Education
Boston University 1974 — 1975
MS in Public Relations
Villanova University 1965 — 1969
BS in Economics
Stonehill College September 2007 - Present
Northeastern University, College of Professional Studies January 2010 - June 2014
Heritage Chorale 2012 - 2014
Seraphin Communications January 2006 - December 2012
Wachovia Bank February 2002 - December 2005
Fidelity Investments September 1992 - May 1997
Towers Perrin 1983 - 1990
Skills
Public Speaking, Public Relations, Employee Engagement, Strategic Communications, Marketing Communications, Corporate Communications, Thought Leadership, Content Development, Speech Writing, Integrated Marketing, Coaching, Leadership, Training, Marketing, Crisis Communications, Media Relations, Research, Press Releases, Newsletters, Internal Communications, Social Media
Education
Boston University 1974 — 1975
MS in Public Relations
Villanova University 1965 — 1969
BS in Economics
Charles Kling's Fidelity Investments Experience August 2003 - December 2008
Job Senior Director, Global Support Services
Industry Information Technology and Services
Experience
EMC July 2015 - Present
Harvard Partners, LLP June 2010 - September 2010
Fidelity Investments August 2003 - December 2008
Fidelity Investments January 2001 - January 2005
Skills
Vendor Management, SDLC, IT Strategy, Program Management, Business Analysis, Management, Leadership, Software Project..., Process Improvement, Enterprise Architecture
Education
University of Massachusetts Boston 1994 — 1997
MBA, Finance
Boston University 1985 — 1989
BS, Systems Engineering
EMC July 2015 - Present
Harvard Partners, LLP June 2010 - September 2010
Fidelity Investments August 2003 - December 2008
Fidelity Investments January 2001 - January 2005
Skills
Vendor Management, SDLC, IT Strategy, Program Management, Business Analysis, Management, Leadership, Software Project..., Process Improvement, Enterprise Architecture
Education
University of Massachusetts Boston 1994 — 1997
MBA, Finance
Boston University 1985 — 1989
BS, Systems Engineering
Bill Stadler's Fidelity Investments Experience April 2001 - February 2009
Job University Of Bridgeport
Industry Higher Education
Experience
University of Bridgeport March 2013 - Present
NextStep Financial Planning, LLC October 2009 - December 2013
Fidelity Investments April 2001 - February 2009
Fidelity House Human Services February 1996 - April 2001
InterPlay Productions August 1990 - June 2000
Skills
Financial Planning, Strategic Financial..., Investment Advisory, Retirement Planning, Financial Planners, Financial Advisory, Wealth, 401k, Retirement, Wealth Management, Investment Management, Asset Allocation, Investments, Series 63, Wealth Management..., Mutual Funds, Management, Finance, Estate Planning, Wealth Accumulation, Investment Strategies
Education
Boston University 2007 — 2009
CFP, Personal Financial Planning
Eastern Nazarene College 1980 — 1984
BA
University of Bridgeport March 2013 - Present
NextStep Financial Planning, LLC October 2009 - December 2013
Fidelity Investments April 2001 - February 2009
Fidelity House Human Services February 1996 - April 2001
InterPlay Productions August 1990 - June 2000
Skills
Financial Planning, Strategic Financial..., Investment Advisory, Retirement Planning, Financial Planners, Financial Advisory, Wealth, 401k, Retirement, Wealth Management, Investment Management, Asset Allocation, Investments, Series 63, Wealth Management..., Mutual Funds, Management, Finance, Estate Planning, Wealth Accumulation, Investment Strategies
Education
Boston University 2007 — 2009
CFP, Personal Financial Planning
Eastern Nazarene College 1980 — 1984
BA
Brad Waitsman, CFA's Fidelity Investments Experience 2004 - 2006
Job Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies 2012 - Present
Webster Bank 2009 - 2012
Hartford Investment Management Co. (HIMCO) 2006 - 2009
Fidelity Investments 2004 - 2006
State Street Global Advisors 2000 - 2004
State Street 1995 - 2000
Skills
Financial Reporting, Financial Analysis, Business Analysis, Finance, Financial Modeling, Performance Measurement, Bloomberg, PowerPoint, Business Objects, Performance Attribution, Excel, Financial Planning, Factset, Financial Services
Education
Boston University 1991 — 1995
Bachelor of Science in Business Administration, Finance
SS&C Technologies 2012 - Present
Webster Bank 2009 - 2012
Hartford Investment Management Co. (HIMCO) 2006 - 2009
Fidelity Investments 2004 - 2006
State Street Global Advisors 2000 - 2004
State Street 1995 - 2000
Skills
Financial Reporting, Financial Analysis, Business Analysis, Finance, Financial Modeling, Performance Measurement, Bloomberg, PowerPoint, Business Objects, Performance Attribution, Excel, Financial Planning, Factset, Financial Services
Education
Boston University 1991 — 1995
Bachelor of Science in Business Administration, Finance
Chuck Hillson, MBA, PMP Chuck Hillson, MBA, PMP's Fidelity Investments Experience January 2007 - June 2011
Job VP, Sr. PM Global Human Resources at Bank of America
Industry Financial Services
Experience
Bank of America September 2013 - Present
Allscripts December 2011 - September 2013
Saba Software Inc June 2011 - August 2012
Fidelity Investments January 2007 - June 2011
Fidelity Investments January 2006 - January 2007
Fidelity Investments January 2003 - January 2005
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 1998 - January 2001
Fidelity Investments January 1997 - January 1998
Harte-Hanks Data Technologies January 1996 - January 1997
Skills
Mergers, Human Resources, Talent Management, Program Management, Negotiation, Relationship Management, Data Conversions, Software Implementations, International Project..., Service Level Agreements, Vendor Management, HR/Payroll, Leadership, Organization Building, SDLC, Change Management, Data Conversion, Oracle, Business Process..., Organizational Design, Strategy, Project Management, Management, Resource Management, Integration, Quality Assurance, PMO, Performance Management, PMP, Consulting, Analysis
Education
Boston University 2003 — 2003
Project Management Certificate Program
Boston University 1995 — 1995
Client/Server Application Development Certificate
Southern New Hampshire University 1988 — 1990
MBA, Business Management
University of Massachusetts Lowell 1981 — 1985
BSBA, Business Management
Bank of America September 2013 - Present
Allscripts December 2011 - September 2013
Saba Software Inc June 2011 - August 2012
Fidelity Investments January 2007 - June 2011
Fidelity Investments January 2006 - January 2007
Fidelity Investments January 2003 - January 2005
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 1998 - January 2001
Fidelity Investments January 1997 - January 1998
Harte-Hanks Data Technologies January 1996 - January 1997
Skills
Mergers, Human Resources, Talent Management, Program Management, Negotiation, Relationship Management, Data Conversions, Software Implementations, International Project..., Service Level Agreements, Vendor Management, HR/Payroll, Leadership, Organization Building, SDLC, Change Management, Data Conversion, Oracle, Business Process..., Organizational Design, Strategy, Project Management, Management, Resource Management, Integration, Quality Assurance, PMO, Performance Management, PMP, Consulting, Analysis
Education
Boston University 2003 — 2003
Project Management Certificate Program
Boston University 1995 — 1995
Client/Server Application Development Certificate
Southern New Hampshire University 1988 — 1990
MBA, Business Management
University of Massachusetts Lowell 1981 — 1985
BSBA, Business Management
Monica Haney Monica Haney's Fidelity Investments Experience October 2005 - Present
Job Mail Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
Dana-Farber Cancer Institute April 1998 - March 2003
Dana-Farber Cancer Institute March 1998 - March 2003
Skills
• Microsoft..., •Microsoft Office Suite, Medical Terminology, PowerPoint, Outlook, Microsoft Word, Answering busy phone..., mail processing, Cpr Certified
Education
Boston Latin School 1976 — 1980
dipolma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Boston Latin School 1975 — 1977
Fidelity Investments October 2005 - Present
Dana-Farber Cancer Institute April 1998 - March 2003
Dana-Farber Cancer Institute March 1998 - March 2003
Skills
• Microsoft..., •Microsoft Office Suite, Medical Terminology, PowerPoint, Outlook, Microsoft Word, Answering busy phone..., mail processing, Cpr Certified
Education
Boston Latin School 1976 — 1980
dipolma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Boston Latin School 1975 — 1977
Michael L. Gearin Michael L. Gearin's Fidelity Investments Experience July 2013 - October 2014
Job Manager of Business Development at Off Wall Street Consulting Group
Industry Financial Services
Experience
Off Wall Street Consulting Group November 2014 - Present
Fidelity Investments July 2013 - October 2014
Baystate Financial Services January 2013 - June 2013
Fidelity Capital Markets January 1999 - November 2012
Fidelity Capital Markets January 1990 - January 1999
Fidelity Capital Markets January 1989 - January 1990
Fidelity Investments January 1988 - January 1989
Skills
Equities, Mutual Funds, Financial Services, Hedge Funds, Series 63, Series 7, Bloomberg, Trading, Options, Securities, Electronic Trading, Prime Brokerage, Alternative Investments, Capital Markets, Relationship Management, Finance, Equity Trading, Fidessa, Business Development, Strategy, Cross Selling, Team Building, Networking, Closed-end Funds, Securities Lending, Investments, IPO, Strategic Prospecting, Economics, Microsoft Excel, Research, Series 65, ETFs, FINRA, Venture Capital, Private Equity, Fixed Income, MLPs, Research Sales, Commission Sharing..., Syndicate, Follow on Offerings, PIPEs, SPACs, HNW, StreetAccount.com, BigDough,com/Ipreo, Salesforce.com
Education
Boston Latin School 1977 — 1982
Classical/ College Prep Curriculum at the Oldest School in the Nation...Sumus Primi!
UMass Boston
BA, Economics
Off Wall Street Consulting Group November 2014 - Present
Fidelity Investments July 2013 - October 2014
Baystate Financial Services January 2013 - June 2013
Fidelity Capital Markets January 1999 - November 2012
Fidelity Capital Markets January 1990 - January 1999
Fidelity Capital Markets January 1989 - January 1990
Fidelity Investments January 1988 - January 1989
Skills
Equities, Mutual Funds, Financial Services, Hedge Funds, Series 63, Series 7, Bloomberg, Trading, Options, Securities, Electronic Trading, Prime Brokerage, Alternative Investments, Capital Markets, Relationship Management, Finance, Equity Trading, Fidessa, Business Development, Strategy, Cross Selling, Team Building, Networking, Closed-end Funds, Securities Lending, Investments, IPO, Strategic Prospecting, Economics, Microsoft Excel, Research, Series 65, ETFs, FINRA, Venture Capital, Private Equity, Fixed Income, MLPs, Research Sales, Commission Sharing..., Syndicate, Follow on Offerings, PIPEs, SPACs, HNW, StreetAccount.com, BigDough,com/Ipreo, Salesforce.com
Education
Boston Latin School 1977 — 1982
Classical/ College Prep Curriculum at the Oldest School in the Nation...Sumus Primi!
UMass Boston
BA, Economics
Chuck Kabat Chuck Kabat's Fidelity Investments Experience October 2009 - Present
Job Director, Public Relations (Financial Services)
Industry Public Relations and Communications
Experience
Fidelity Investments October 2009 - Present
Schwartz Communications September 1999 - October 2009
Boston 4 Productions (Boston's 4th of July) October 1988 - July 2009
Berkshire Partners LLC May 1994 - August 1999
Mugar Communications October 1988 - May 1994
Skills
Public Relations, Writing, Community Relations, Professional Services, Media Relations
Education
Boston University 1995 — 1998
MS, Communications
Keene State College 1984 — 1988
BS, Management
Nashua High School 1983 — 1984
Fidelity Investments October 2009 - Present
Schwartz Communications September 1999 - October 2009
Boston 4 Productions (Boston's 4th of July) October 1988 - July 2009
Berkshire Partners LLC May 1994 - August 1999
Mugar Communications October 1988 - May 1994
Skills
Public Relations, Writing, Community Relations, Professional Services, Media Relations
Education
Boston University 1995 — 1998
MS, Communications
Keene State College 1984 — 1988
BS, Management
Nashua High School 1983 — 1984
Sameer Abu-Alsaoud's Fidelity Investments Experience July 2001 - January 2005
Job A Graduate degree in Management
Industry Information Technology and Services
Experience
2006Computer Project Express January 2005 - Present
Cambridge College June 2007 - June 2010
Cambridge College June 2007 - March 2009
Fidelity Investments July 2001 - January 2005
Xintra Computer Cert. Center April 2001 - May 2001
Exodus Communications Inc August 1999 - May 2001
Exodus Communications January 1997 - April 2001
Mellon Bank February 1999 - August 1999
TAC Worldwide April 1998 - February 1999
Bank Of Boston March 1998 - April 1998
Skills
Skilled Communicator, Managerial, Organizer, Microsoft Office, Customer Service, Windows, Team Building, Troubleshooting, Project Planning, Microsoft Excel, Program Management, Training, Business Analysis, Software Documentation, Teamwork, Management, Technical Support, Leadership, Data Center, IT Management, Project Management, Unix, Networking, Information Technology, Servers, Linux, Analysis, Microsoft Exchange, System Administration, CRM, Routers, Software Installation, Hardware
Education
Cambridge College 2007 — 2009
Master, Master Of Management
Xintra Computer Cert. Center 2001 — 2001
Certificate, Cisco Network Engineering
Computer Learning Center 1994 — 1995
9 months Intensive Network Engineering Program, Certificate
Boston University 1986 — 1989
One Semester for Bachelor's Degree, Electrical Engineering, Computer major
2006Computer Project Express January 2005 - Present
Cambridge College June 2007 - June 2010
Cambridge College June 2007 - March 2009
Fidelity Investments July 2001 - January 2005
Xintra Computer Cert. Center April 2001 - May 2001
Exodus Communications Inc August 1999 - May 2001
Exodus Communications January 1997 - April 2001
Mellon Bank February 1999 - August 1999
TAC Worldwide April 1998 - February 1999
Bank Of Boston March 1998 - April 1998
Skills
Skilled Communicator, Managerial, Organizer, Microsoft Office, Customer Service, Windows, Team Building, Troubleshooting, Project Planning, Microsoft Excel, Program Management, Training, Business Analysis, Software Documentation, Teamwork, Management, Technical Support, Leadership, Data Center, IT Management, Project Management, Unix, Networking, Information Technology, Servers, Linux, Analysis, Microsoft Exchange, System Administration, CRM, Routers, Software Installation, Hardware
Education
Cambridge College 2007 — 2009
Master, Master Of Management
Xintra Computer Cert. Center 2001 — 2001
Certificate, Cisco Network Engineering
Computer Learning Center 1994 — 1995
9 months Intensive Network Engineering Program, Certificate
Boston University 1986 — 1989
One Semester for Bachelor's Degree, Electrical Engineering, Computer major
Arun Rai Arun Rai's Fidelity Investments Experience April 2011 - October 2012
Job Senior Oracle Developer at Sig Sauer
Industry Information Technology and Services
Experience
Sig Sauer October 2012 - Present
CPM Hotels Inc 2007 - Present
Fidelity Investments April 2011 - October 2012
Consultant May 2007 - April 2011
Fidelity Investments 1997 - 2007
Juma Al Majid Group 1992 - 1997
Datamation Systems 1992 - 1992
ABB India 1990 - 1992
IIT Bombay 1989 - 1990
ORG Systems 1989 - 1989
Skills
Databases, Oracle Applications, Oracle HR, PL/SQL, Database Design, Data Analysis, Data Modeling, WSAD, J2EE Application..., Web Services, XML Schema, XSD, SOA, SOAP, XML Schema Design, WSDL, RTC, RAD, MVC, Project Management, SDLC, Waterfall, Agile Methodologies, Systems Analysis, Business Analysis, Requirements Analysis, Business Process, Technical Documentation, Trial Balance, Subledger Accounting, Accounts Payable, Accounts Receivable, General Ledger, Financial Accounting, Inventory Management, Business Service..., Oracle, Oracle E-Business Suite, Java Enterprise Edition, Solution Architecture, Data Warehousing, DB2, ETL, Websphere, Agile Project Management, PMP, Performance Tuning, Visio, IT Strategy, Business Relationship...
Education
Boston University 2005 — 2005
Certificate, Project Management
Southern New Hampshire University 1999 — 2001
MBA, Business Administration
MS University of Baroda, India 1985 — 1988
MS (MCA), Information Technology
Sig Sauer October 2012 - Present
CPM Hotels Inc 2007 - Present
Fidelity Investments April 2011 - October 2012
Consultant May 2007 - April 2011
Fidelity Investments 1997 - 2007
Juma Al Majid Group 1992 - 1997
Datamation Systems 1992 - 1992
ABB India 1990 - 1992
IIT Bombay 1989 - 1990
ORG Systems 1989 - 1989
Skills
Databases, Oracle Applications, Oracle HR, PL/SQL, Database Design, Data Analysis, Data Modeling, WSAD, J2EE Application..., Web Services, XML Schema, XSD, SOA, SOAP, XML Schema Design, WSDL, RTC, RAD, MVC, Project Management, SDLC, Waterfall, Agile Methodologies, Systems Analysis, Business Analysis, Requirements Analysis, Business Process, Technical Documentation, Trial Balance, Subledger Accounting, Accounts Payable, Accounts Receivable, General Ledger, Financial Accounting, Inventory Management, Business Service..., Oracle, Oracle E-Business Suite, Java Enterprise Edition, Solution Architecture, Data Warehousing, DB2, ETL, Websphere, Agile Project Management, PMP, Performance Tuning, Visio, IT Strategy, Business Relationship...
Education
Boston University 2005 — 2005
Certificate, Project Management
Southern New Hampshire University 1999 — 2001
MBA, Business Administration
MS University of Baroda, India 1985 — 1988
MS (MCA), Information Technology
Debra Serrentino's Fidelity Investments Experience July 2007 - June 2009
Job Account Representative
Industry Insurance
Experience
Clark & Lavey Benefits Solutions, Inc. November 2013 - Present
Mary Kay Inc. January 2009 - Present
Clark & Lavey Benefits Solutions, Inc. July 2013 - October 2013
Bedford School District October 2010 - June 2013
Fidelity Investments July 2007 - June 2009
Skills
Sales, Customer Service, Marketing, Public Speaking, Call Centers, Event Planning, Microsoft Word, Microsoft Excel, Retail, Training
Education
Boston University 1990 — 1994
B.A., Psychology
Clark & Lavey Benefits Solutions, Inc. November 2013 - Present
Mary Kay Inc. January 2009 - Present
Clark & Lavey Benefits Solutions, Inc. July 2013 - October 2013
Bedford School District October 2010 - June 2013
Fidelity Investments July 2007 - June 2009
Skills
Sales, Customer Service, Marketing, Public Speaking, Call Centers, Event Planning, Microsoft Word, Microsoft Excel, Retail, Training
Education
Boston University 1990 — 1994
B.A., Psychology
Chip Geisler's Fidelity Investments Experience April 2008 - December 2008
Job Project Manager for Millennium The Takeda Oncology Company at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting July 2015 - Present
Collaborative Consulting April 2012 - July 2015
Philips Healthcare April 2011 - April 2012
Philips Healthcare August 2008 - May 2011
Fidelity Investments April 2008 - December 2008
Fidelity Investments September 2006 - April 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1996 - 2000
Mellon Bank 1994 - 1996
Skills
Project Portfolio..., Project Planning, MS Project, Prince2 Foundation, PMP, Process Improvement, Scrum, Strategic Planning, Software Project..., Vendor Management, Cross-functional Team..., Project Management, Business Process..., Program Management, PMO, Integration, Security, Six Sigma, Business Analysis, Analysis, Strategy, Change Management, Requirements Gathering, Agile Project Management, CRM
Education
Boston University
Masters of Science, Management of Information Systems
Boston University - School of Management
Masters, Business Administration
Hartwick College
B.S., Information Science
Collaborative Consulting July 2015 - Present
Collaborative Consulting April 2012 - July 2015
Philips Healthcare April 2011 - April 2012
Philips Healthcare August 2008 - May 2011
Fidelity Investments April 2008 - December 2008
Fidelity Investments September 2006 - April 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1996 - 2000
Mellon Bank 1994 - 1996
Skills
Project Portfolio..., Project Planning, MS Project, Prince2 Foundation, PMP, Process Improvement, Scrum, Strategic Planning, Software Project..., Vendor Management, Cross-functional Team..., Project Management, Business Process..., Program Management, PMO, Integration, Security, Six Sigma, Business Analysis, Analysis, Strategy, Change Management, Requirements Gathering, Agile Project Management, CRM
Education
Boston University
Masters of Science, Management of Information Systems
Boston University - School of Management
Masters, Business Administration
Hartwick College
B.S., Information Science
Bhaskar Banerjee's Fidelity Investments Experience 2007 - 2009
Job Head of Enterprise Architecture & Data services at iRobot
Industry Financial Services
Experience
iRobot 2011 - Present
NTT Data Corporation 2009 - 2011
Fidelity Investments 2007 - 2009
UBS 2006 - 2007
Morgan Stanley 2003 - 2006
Fidelity Investments 1993 - 2002
Skills
Enterprise Architecture, IT Strategy, SDLC, Software Development, Application Architecture, Integration, SOA, Middleware, Agile Methodologies, Tomcat, Spring, C#, Offshoring, Big Data, Enterprise Software, Business Intelligence, Cloud Computing, Strategy, Vendor Management, Program Management
Education
Boston University
MS
Brandeis University
BA
iRobot 2011 - Present
NTT Data Corporation 2009 - 2011
Fidelity Investments 2007 - 2009
UBS 2006 - 2007
Morgan Stanley 2003 - 2006
Fidelity Investments 1993 - 2002
Skills
Enterprise Architecture, IT Strategy, SDLC, Software Development, Application Architecture, Integration, SOA, Middleware, Agile Methodologies, Tomcat, Spring, C#, Offshoring, Big Data, Enterprise Software, Business Intelligence, Cloud Computing, Strategy, Vendor Management, Program Management
Education
Boston University
MS
Brandeis University
BA
Dave MacFarland's Fidelity Investments Experience 1994 - 2008
Job Retired
Industry Information Technology and Services
Experience
Thanks For The Memories March 2015 - Present
Bright Horizons November 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) December 2012 - March 2014
DISYS Digital Intelligence Systems Corp. August 2010 - April 2012
Echopass March 2009 - February 2010
Fidelity Investments 1994 - 2008
Voicetek 1992 - 1994
Wang Laboratories 1990 - 1992
Wang Labs 1979 - 1992
Incoterm February 1978 - November 1979
Skills
SIP, SOAP, Cisco Technologies, Novell, Sun, Awareness, W3C, SaaS, Software Development, Agile Methodologies, SDLC, Software Project..., Agile Project Management, Architecture, Business Intelligence, Business Process, Cloud Computing, Data Center, Enterprise Architecture, Enterprise Software, IT Strategy, IVR, Information Technology, Integration, Java Enterprise Edition, Linux, Networking, Oracle, PMO, PMP, Perl, Pre-sales, Product Management, Professional Services, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, SOA, Scrum, SharePoint, Software Design, Software Engineering, Software Quality..., Solution Architecture, System Architecture, Team Leadership, Telecommunications, Telephony, Testing
Education
Boston University 1970 — 1976
Bachelor of Applied Science (B.A.Sc.), Computer Science
Thanks For The Memories March 2015 - Present
Bright Horizons November 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) December 2012 - March 2014
DISYS Digital Intelligence Systems Corp. August 2010 - April 2012
Echopass March 2009 - February 2010
Fidelity Investments 1994 - 2008
Voicetek 1992 - 1994
Wang Laboratories 1990 - 1992
Wang Labs 1979 - 1992
Incoterm February 1978 - November 1979
Skills
SIP, SOAP, Cisco Technologies, Novell, Sun, Awareness, W3C, SaaS, Software Development, Agile Methodologies, SDLC, Software Project..., Agile Project Management, Architecture, Business Intelligence, Business Process, Cloud Computing, Data Center, Enterprise Architecture, Enterprise Software, IT Strategy, IVR, Information Technology, Integration, Java Enterprise Edition, Linux, Networking, Oracle, PMO, PMP, Perl, Pre-sales, Product Management, Professional Services, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, SOA, Scrum, SharePoint, Software Design, Software Engineering, Software Quality..., Solution Architecture, System Architecture, Team Leadership, Telecommunications, Telephony, Testing
Education
Boston University 1970 — 1976
Bachelor of Applied Science (B.A.Sc.), Computer Science
David Reznikow David Reznikow's Fidelity Investments Experience May 2008 - May 2012
Job Experienced Sales Executive
Industry Commercial Real Estate
Experience
Regus June 2012 - Present
Fidelity Investments May 2008 - May 2012
Sherwood Mortgage January 2007 - January 2008
The Debt Exchange March 2005 - September 2005
Sherwood Mortgage July 2001 - June 2004
Peabody & Arnold LLP March 1996 - May 1998
Skills
Miller Heiman Strategic..., Building Relationships, Strategic Sales, Strategic Negotiations, Client Development, Strategic Financial..., Customer Service, Value Based Selling, Team-oriented, High Net Worth..., MBS, Certified Mortgage..., Consultative Selling..., Sandler, New Business Development, Business Development, Consulting, Commercial Real Estate, Client Presentation, Communication Skills, Objection Handling, Overcome Objections, Prospecting Skills, Securities License, Sales Commissions, Goal Oriented, Goal-driven leader, Leadership, Entrepreneurship, Business Planning, Virtual Office, meeting rooms, Outsourced Solutions, Start-ups, Home Based Business, global locations, Executive Suites, Shared Office Space, commercial office space, office condo, Class A Office Buildings, Business Center, flexible office space, office center, commercial brokerage, Regus, Regus Boston, Start-up Consulting, Outsourcing, Management
Education
Boston University 2015 — 2016
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Boston University
Bachelor of Arts (BA)
Brookline High
Mortgage Planning Institute
CMPS
Regus June 2012 - Present
Fidelity Investments May 2008 - May 2012
Sherwood Mortgage January 2007 - January 2008
The Debt Exchange March 2005 - September 2005
Sherwood Mortgage July 2001 - June 2004
Peabody & Arnold LLP March 1996 - May 1998
Skills
Miller Heiman Strategic..., Building Relationships, Strategic Sales, Strategic Negotiations, Client Development, Strategic Financial..., Customer Service, Value Based Selling, Team-oriented, High Net Worth..., MBS, Certified Mortgage..., Consultative Selling..., Sandler, New Business Development, Business Development, Consulting, Commercial Real Estate, Client Presentation, Communication Skills, Objection Handling, Overcome Objections, Prospecting Skills, Securities License, Sales Commissions, Goal Oriented, Goal-driven leader, Leadership, Entrepreneurship, Business Planning, Virtual Office, meeting rooms, Outsourced Solutions, Start-ups, Home Based Business, global locations, Executive Suites, Shared Office Space, commercial office space, office condo, Class A Office Buildings, Business Center, flexible office space, office center, commercial brokerage, Regus, Regus Boston, Start-up Consulting, Outsourcing, Management
Education
Boston University 2015 — 2016
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Boston University
Bachelor of Arts (BA)
Brookline High
Mortgage Planning Institute
CMPS
Chuck Freedman's Fidelity Investments Experience August 2000 - January 2005
Job Chief Developer Advocate, Cloud Platforms Group, Big Data Solutions at Intel
Industry Internet
Experience
Intel Corporation March 2015 - Present
Red Seat Media, LLC October 2010 - Present
Mashery, an Intel Company October 2013 - March 2015
Mashery May 2012 - October 2013
Litl November 2009 - May 2012
Ribbit/BT April 2007 - November 2009
Yahoo! November 2005 - April 2007
eBay July 2005 - October 2005
Xplana January 2005 - July 2005
Fidelity Investments August 2000 - January 2005
Skills
APIs, Strategy, Platform Evangelism, Product Development, Product Management, Strategic Partnerships, Product Marketing, Mobile Applications, Web Applications, Android, User Experience, PHP, RIA, Java, User Interface, iOS, SaaS, Cloud Computing, Mobile Devices, Community Building, API, Databases, Platform Architecture, Platform Integration, Innovation, SDK, Multimedia, API Strategy, API Management
Education
Boston University 1997 — 1999
Bachelor's Degree, Communication and Media Studies
Colby Sawyer College 1995 — 1996
1999, Communications
Intel Corporation March 2015 - Present
Red Seat Media, LLC October 2010 - Present
Mashery, an Intel Company October 2013 - March 2015
Mashery May 2012 - October 2013
Litl November 2009 - May 2012
Ribbit/BT April 2007 - November 2009
Yahoo! November 2005 - April 2007
eBay July 2005 - October 2005
Xplana January 2005 - July 2005
Fidelity Investments August 2000 - January 2005
Skills
APIs, Strategy, Platform Evangelism, Product Development, Product Management, Strategic Partnerships, Product Marketing, Mobile Applications, Web Applications, Android, User Experience, PHP, RIA, Java, User Interface, iOS, SaaS, Cloud Computing, Mobile Devices, Community Building, API, Databases, Platform Architecture, Platform Integration, Innovation, SDK, Multimedia, API Strategy, API Management
Education
Boston University 1997 — 1999
Bachelor's Degree, Communication and Media Studies
Colby Sawyer College 1995 — 1996
1999, Communications
Aaron Calkins Aaron Calkins's Fidelity Investments Experience August 2015 - Present
Job Principal Business Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2013 - Present
Fidelity Investments January 2007 - May 2013
Fidelity Investments March 2001 - January 2007
Fidelity Investments March 1999 - March 2001
Browning-Ferris Industries October 1997 - January 1999
Skills
Information Systems..., Software Project..., Systems Analysis, Performance Metrics, Metrics Analysis, Team Leadership, Analysis, Visio, Databases, Change Management, Business Process, SQL, XML, Requirements Analysis, Software Documentation, Production Support, Release Management, Unix, Oracle, Data Warehousing, Problem Management, Informatica, Requirements Gathering, ITIL, Project Management, Sybase, Business Intelligence, Database Design, IT Strategy, MS Project, Business Analysis, Program Management, PL/SQL, Unix Shell Scripting, Process Improvement, Crisis Management, Web Services, IT Management, Agile Methodologies, Social Media Strategist, SDLC, Enterprise Architecture, Management, ETL, Data Analysis, Shell Scripting
Education
Boston University 2007 — 2010
Master of Science, Computer Information Systems
Boston University 2004 — 2005
Certificate, Oracle SQL & PL/SQL Programming
Daniel Webster College 2003 — 2004
Graduate Certificate, UNIX Systems Administration/C Programming
University of Toledo 1990 — 1997
Bachelor of Arts, Economics
University of Toledo 1990 — 1995
Associate, Accounting
Fidelity Investments August 2015 - Present
Fidelity Investments May 2013 - Present
Fidelity Investments January 2007 - May 2013
Fidelity Investments March 2001 - January 2007
Fidelity Investments March 1999 - March 2001
Browning-Ferris Industries October 1997 - January 1999
Skills
Information Systems..., Software Project..., Systems Analysis, Performance Metrics, Metrics Analysis, Team Leadership, Analysis, Visio, Databases, Change Management, Business Process, SQL, XML, Requirements Analysis, Software Documentation, Production Support, Release Management, Unix, Oracle, Data Warehousing, Problem Management, Informatica, Requirements Gathering, ITIL, Project Management, Sybase, Business Intelligence, Database Design, IT Strategy, MS Project, Business Analysis, Program Management, PL/SQL, Unix Shell Scripting, Process Improvement, Crisis Management, Web Services, IT Management, Agile Methodologies, Social Media Strategist, SDLC, Enterprise Architecture, Management, ETL, Data Analysis, Shell Scripting
Education
Boston University 2007 — 2010
Master of Science, Computer Information Systems
Boston University 2004 — 2005
Certificate, Oracle SQL & PL/SQL Programming
Daniel Webster College 2003 — 2004
Graduate Certificate, UNIX Systems Administration/C Programming
University of Toledo 1990 — 1997
Bachelor of Arts, Economics
University of Toledo 1990 — 1995
Associate, Accounting
Tim Bolger Tim Bolger's Fidelity Investments Experience March 2008 - December 2013
Job Senior Manager Data & Analytics Application Services at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson 2015 - Present
BlueLine Associates September 2014 - December 2014
Timothy Bolger Data & Analytics Consulting January 2014 - August 2014
Fidelity Investments March 2008 - December 2013
Fidelity Investments 2007 - 2008
Fidelity Investments , Fidelity Technology Group 2006 - 2007
Fidelity Investments 2005 - 2006
Fidelity Investments Systems Company November 1999 - 2005
Skills
Process Improvement, Management, Business Analysis, Strategy, Leadership, ITIL, Business Intelligence, Analytics, Financial Analysis, Program Management, Databases, Business Process..., Sales, Analysis, Service Delivery, Insurance, CRM, Financial Reporting, Predictive Analytics, OBIEE, Hyperion Performance..., Customer Experience, Relationship Management, Financial Services, Technology Management, Data Integration, Data Modeling, Business Process Mapping, IT Service Management, Strategic Data Analysis
Education
Salem State University 1994 — 1998
B.A., Finance, Economics
Boston University
Information Technology
Johnson & Johnson 2015 - Present
BlueLine Associates September 2014 - December 2014
Timothy Bolger Data & Analytics Consulting January 2014 - August 2014
Fidelity Investments March 2008 - December 2013
Fidelity Investments 2007 - 2008
Fidelity Investments , Fidelity Technology Group 2006 - 2007
Fidelity Investments 2005 - 2006
Fidelity Investments Systems Company November 1999 - 2005
Skills
Process Improvement, Management, Business Analysis, Strategy, Leadership, ITIL, Business Intelligence, Analytics, Financial Analysis, Program Management, Databases, Business Process..., Sales, Analysis, Service Delivery, Insurance, CRM, Financial Reporting, Predictive Analytics, OBIEE, Hyperion Performance..., Customer Experience, Relationship Management, Financial Services, Technology Management, Data Integration, Data Modeling, Business Process Mapping, IT Service Management, Strategic Data Analysis
Education
Salem State University 1994 — 1998
B.A., Finance, Economics
Boston University
Information Technology
Chris Brady Chris Brady's Fidelity Investments Experience May 2014 - Present
Job VP Executive Creative Director at Fidelity
Industry Marketing and Advertising
Experience
Fidelity Investments May 2014 - Present
Mullen Advertising April 2006 - May 2014
Apple 2005 - 2006
Wirestone LLC 2004 - 2005
Euro RSCG September 2003 - December 2004
Brann Worldwide (now Euro RSCG) 2001 - 2003
Tarsitano Creative 1997 - 2000
McGraw Hill Companies 1995 - 1997
Skills
Creative Direction, Advertising, Direct Marketing, Customer Relations, Illustration, Branding & Identity, CRM, Art Direction, Concept Development, Creative Strategy, Graphic Design, Interaction Design, Marketing, Social Media, Integrated Marketing, Digital Marketing, Direct Mail, Interactive Marketing, User Interface Design, Corporate Branding, Typography, Corporate Identity, Brand Development, Interactive Advertising, New Business Development, Digital Strategy
Education
Rhode Island School of Design 1992 — 1995
Bachelor of Fine Arts, Illustration
Boston University 1991 — 1992
BFA, Core Foundation
Fidelity Investments May 2014 - Present
Mullen Advertising April 2006 - May 2014
Apple 2005 - 2006
Wirestone LLC 2004 - 2005
Euro RSCG September 2003 - December 2004
Brann Worldwide (now Euro RSCG) 2001 - 2003
Tarsitano Creative 1997 - 2000
McGraw Hill Companies 1995 - 1997
Skills
Creative Direction, Advertising, Direct Marketing, Customer Relations, Illustration, Branding & Identity, CRM, Art Direction, Concept Development, Creative Strategy, Graphic Design, Interaction Design, Marketing, Social Media, Integrated Marketing, Digital Marketing, Direct Mail, Interactive Marketing, User Interface Design, Corporate Branding, Typography, Corporate Identity, Brand Development, Interactive Advertising, New Business Development, Digital Strategy
Education
Rhode Island School of Design 1992 — 1995
Bachelor of Fine Arts, Illustration
Boston University 1991 — 1992
BFA, Core Foundation
Robert Dufresne Robert Dufresne's Fidelity Investments Experience 1994 - 1999
Job Manager, Equity Mutual Funds & Asset Allocation Products at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF April 2014 - Present
Tamarack Advisors, LLC March 2009 - April 2014
Concept Communications, Inc. July 2008 - March 2009
bGG Advertising, Inc. 2002 - July 2008
CDC IXIS Asset Management 2000 - 2002
Evergreen Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Putnam Investments 1991 - 1992
Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy
Education
Boston University 1994 — 1996
MBA, Business
Plymouth State University 1987 — 1991
BS, Business Administration
Bishop Guertin H.S. 1983 — 1987
TIAA-CREF April 2014 - Present
Tamarack Advisors, LLC March 2009 - April 2014
Concept Communications, Inc. July 2008 - March 2009
bGG Advertising, Inc. 2002 - July 2008
CDC IXIS Asset Management 2000 - 2002
Evergreen Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Putnam Investments 1991 - 1992
Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy
Education
Boston University 1994 — 1996
MBA, Business
Plymouth State University 1987 — 1991
BS, Business Administration
Bishop Guertin H.S. 1983 — 1987
Brian Bomersbach's Fidelity Investments Experience April 2012 - Present
Job Technology Risk Specialist at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments June 2007 - June 2010
Fidelity Investments March 2001 - June 2007
Fidelity Investments May 2000 - March 2001
Professional Staffing Group February 2000 - May 2000
Word Processing Professionals June 1999 - February 2000
Skills
Security Awareness, PKI, CISSP, IT Risk, Security, Access Management, SAS70, Information Security..., Identity Management, ISO 27001, COBIT, PCI DSS, Computer Security, Risk, IT Operations, ITIL, Data Loss Prevention, Risk Management, Risk Analysis, Data Security, Active Directory, Unix, Virtualization, Network Security, Risk Assessment, Cloud Computing, Vulnerability Management, Vulnerability Assessment, Gap Analysis, Enterprise Risk..., CISA, ISO, Encryption
Education
Boston University 2012 — 2015
MS, Computer Information Systems, Security Concentration
State University of New York at New Paltz 1993 — 1996
BA, History
Columbia-Greene Community College 1992 — 1993
n/a, Core Studies
Fidelity Investments April 2012 - Present
Fidelity Investments June 2007 - June 2010
Fidelity Investments March 2001 - June 2007
Fidelity Investments May 2000 - March 2001
Professional Staffing Group February 2000 - May 2000
Word Processing Professionals June 1999 - February 2000
Skills
Security Awareness, PKI, CISSP, IT Risk, Security, Access Management, SAS70, Information Security..., Identity Management, ISO 27001, COBIT, PCI DSS, Computer Security, Risk, IT Operations, ITIL, Data Loss Prevention, Risk Management, Risk Analysis, Data Security, Active Directory, Unix, Virtualization, Network Security, Risk Assessment, Cloud Computing, Vulnerability Management, Vulnerability Assessment, Gap Analysis, Enterprise Risk..., CISA, ISO, Encryption
Education
Boston University 2012 — 2015
MS, Computer Information Systems, Security Concentration
State University of New York at New Paltz 1993 — 1996
BA, History
Columbia-Greene Community College 1992 — 1993
n/a, Core Studies
Betsey Halbert Betsey Halbert's Fidelity Investments Experience September 2012 - Present
Job Systems Project Manager Contractor at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments September 1985 - April 2010
Skills
Executive Management, SDLC, Project Management, Software Project..., Vendor Management, Program Management, Business Intelligence, Management, PMO, Cross-functional Team..., Process Improvement, Risk Management, Financial Services, IT Strategy, Business Analysis, Software Development, Portfolio Management, Quality Assurance, Requirements Analysis, Project Portfolio..., Requirements Gathering, PMP, Outsourcing, Visio, Business Requirements, Agile Project Management, Business Process..., Agile Methodologies
Education
Southern Methodist University - Cox School of Business 1987 — 1990
MBA
Boston University 1978 — 1980
BS, Sargent College
Marblehead High School 1971 — 1975
Fidelity Investments September 2012 - Present
Fidelity Investments September 1985 - April 2010
Skills
Executive Management, SDLC, Project Management, Software Project..., Vendor Management, Program Management, Business Intelligence, Management, PMO, Cross-functional Team..., Process Improvement, Risk Management, Financial Services, IT Strategy, Business Analysis, Software Development, Portfolio Management, Quality Assurance, Requirements Analysis, Project Portfolio..., Requirements Gathering, PMP, Outsourcing, Visio, Business Requirements, Agile Project Management, Business Process..., Agile Methodologies
Education
Southern Methodist University - Cox School of Business 1987 — 1990
MBA
Boston University 1978 — 1980
BS, Sargent College
Marblehead High School 1971 — 1975
David Rozen's Fidelity Investments Experience 1995 - 2000
Job Partner and CFO at COSIMO Venture Partners
Industry Venture Capital & Private Equity
Experience
COSIMO Venture Partners March 2015 - Present
Alex and Ani June 2013 - July 2014
Corvias Group October 2006 - June 2013
Picerne Military Housing October 2004 - October 2006
Diamond Properties May 1999 - September 2002
Fidelity Investments 1995 - 2000
Skills
Financial Analysis, Due Diligence, Financial Modeling, Managerial Finance, Real Estate, Forecasting, Valuation, Accounting, Budgets, Financial Reporting, Property Management, Asset Managment, Portfolio Management, Real Estate Development, Credit, Communication, Leadership Development, New Business Development, Staff Development, Leadership, Management, Finance, Strategy, Mergers & Acquisitions, Strategic Planning
Education
Boston University Questrom School of Business 1998 — 2000
MBA, Finance
Boston University 1991 — 1995
BSBA- Finance, Finance
COSIMO Venture Partners March 2015 - Present
Alex and Ani June 2013 - July 2014
Corvias Group October 2006 - June 2013
Picerne Military Housing October 2004 - October 2006
Diamond Properties May 1999 - September 2002
Fidelity Investments 1995 - 2000
Skills
Financial Analysis, Due Diligence, Financial Modeling, Managerial Finance, Real Estate, Forecasting, Valuation, Accounting, Budgets, Financial Reporting, Property Management, Asset Managment, Portfolio Management, Real Estate Development, Credit, Communication, Leadership Development, New Business Development, Staff Development, Leadership, Management, Finance, Strategy, Mergers & Acquisitions, Strategic Planning
Education
Boston University Questrom School of Business 1998 — 2000
MBA, Finance
Boston University 1991 — 1995
BSBA- Finance, Finance
Christopher Currier CPA's Fidelity Investments Experience March 2006 - June 2006
Job Senior Manager Financial Analysis (Mergers and Acquisitions, Integration, Planning) and Financial Reporting at IAC
Industry Financial Services
Experience
IAC January 2014 - Present
Ernst & Young September 2011 - December 2013
Ernst & Young July 2010 - September 2011
Ernst & Young July 2006 - July 2010
Fidelity Investments March 2006 - June 2006
Holland & Knight LLP September 2004 - June 2005
Skills
Business Transactions, Accounting, Financial Reporting, Financial Analysis, Due Diligence, Financial Modeling, SEC filings, Private Equity, Tax, Corporate Finance, Auditing, Valuation, Capital Markets, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Accounting, Finance, Financial Advisory, Technology, Media, Entertainment Industry, Emerging Markets, Analysis, SEC Filings
Education
Boston University 2002 — 2006
Management, Economics, Finance, Accounting
Boston University - School of Management 2002 — 2006
Bachelor of Science in Business Administration, Finance, Accounting
South Kingstown High
IAC January 2014 - Present
Ernst & Young September 2011 - December 2013
Ernst & Young July 2010 - September 2011
Ernst & Young July 2006 - July 2010
Fidelity Investments March 2006 - June 2006
Holland & Knight LLP September 2004 - June 2005
Skills
Business Transactions, Accounting, Financial Reporting, Financial Analysis, Due Diligence, Financial Modeling, SEC filings, Private Equity, Tax, Corporate Finance, Auditing, Valuation, Capital Markets, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Accounting, Finance, Financial Advisory, Technology, Media, Entertainment Industry, Emerging Markets, Analysis, SEC Filings
Education
Boston University 2002 — 2006
Management, Economics, Finance, Accounting
Boston University - School of Management 2002 — 2006
Bachelor of Science in Business Administration, Finance, Accounting
South Kingstown High
Bill Rugo's Fidelity Investments Experience January 2006 - December 2012
Job Sr. Network Engineer Working For CDM Smith via TEKsystems
Industry Information Technology and Services
Experience
TEKsystems July 2015 - Present
Public Consulting Group September 2013 - July 2015
Fidelity Investments January 2006 - December 2012
Fidelity Investments June 2001 - December 2005
Fidelity Investments 1999 - 2001
Fidelity Investments June 1998 - November 1999
Fidelity Investments November 1996 - June 1998
Fidelity Investments March 1996 - November 1996
Micro Center 1995 - 1996
Wordstock 1992 - 1995
Skills
Disaster Recovery, Networking, Visio, Vendor Management, Data Center, Network Security, Troubleshooting, Firewalls, Cisco Technologies, MPLS, Cisco IOS, Frame Relay, Network Design, Process Improvement, Network Engineering, TCP/IP, DNS, HP, LAN-WAN, Telecommunications, WAN, Technical Support, IT Operations, Routers, Switches, Routing
Education
Boston University
DBT
TEKsystems July 2015 - Present
Public Consulting Group September 2013 - July 2015
Fidelity Investments January 2006 - December 2012
Fidelity Investments June 2001 - December 2005
Fidelity Investments 1999 - 2001
Fidelity Investments June 1998 - November 1999
Fidelity Investments November 1996 - June 1998
Fidelity Investments March 1996 - November 1996
Micro Center 1995 - 1996
Wordstock 1992 - 1995
Skills
Disaster Recovery, Networking, Visio, Vendor Management, Data Center, Network Security, Troubleshooting, Firewalls, Cisco Technologies, MPLS, Cisco IOS, Frame Relay, Network Design, Process Improvement, Network Engineering, TCP/IP, DNS, HP, LAN-WAN, Telecommunications, WAN, Technical Support, IT Operations, Routers, Switches, Routing
Education
Boston University
DBT
Kieth Tong, CFP®, AIF® Kieth Tong, CFP®, AIF®'s Fidelity Investments Experience October 2004 - April 2010
Job Financial Consultant Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Chris Gatti's Fidelity Investments Experience July 1983 - August 1985
Job Accomplished Facilitator | Collaborative Leader | Relationship Builder
Industry Professional Training & Coaching
Experience
University of Massachusetts Donahue Institute November 2010 - Present
The Central Mass Association for Talent Development (CMATD) 2005 - Present
CRG Associates August 1996 - November 2010
Achieve Global May 1996 - March 2002
Interaction Associates 1996 - 1999
Aetna Property & Casualty Insurance October 1994 - April 1996
Zenger Miller 1992 - 1994
Boston Five Cents Savings Bank 1985 - 1992
Fidelity Investments July 1983 - August 1985
BayBank June 1981 - June 1983
Skills
Leadership Development, Management Development, Healthcare, Instructional Design, Career Development, Organizational..., Training, Executive Coaching, Staff Development, Program Management, Organizational..., Strategy, Coaching, Leadership, 360 Feedback, Non-profits, Nonprofits, Program Development, Performance Management, Management Consulting, E-Learning, Workshop Facilitation, Human Resources, Employee Training, Consulting, Executive Development, MBTI, Career Counseling, Conflict Resolution, Culture Change, Personal Development, Blended Learning, Talent Management, Change Management, Employee Engagement, Resume Writing, Emotional Intelligence, Program Evaluation, Career Management, Experiential Learning, Adult Education, Organizational Learning, Job Search Strategies, Career Assessment, Performance Improvement, Presentation Coaching, Action Learning, Diversity Training, Job Coaching, Program Facilitation
Education
Boston University 1987 — 1992
Master of Education (M.Ed.), Training & Development/ HRD Education
University of Massachusetts, Amherst 1970 — 1974
BA Elementary Education, Urban Education
University of Massachusetts Donahue Institute November 2010 - Present
The Central Mass Association for Talent Development (CMATD) 2005 - Present
CRG Associates August 1996 - November 2010
Achieve Global May 1996 - March 2002
Interaction Associates 1996 - 1999
Aetna Property & Casualty Insurance October 1994 - April 1996
Zenger Miller 1992 - 1994
Boston Five Cents Savings Bank 1985 - 1992
Fidelity Investments July 1983 - August 1985
BayBank June 1981 - June 1983
Skills
Leadership Development, Management Development, Healthcare, Instructional Design, Career Development, Organizational..., Training, Executive Coaching, Staff Development, Program Management, Organizational..., Strategy, Coaching, Leadership, 360 Feedback, Non-profits, Nonprofits, Program Development, Performance Management, Management Consulting, E-Learning, Workshop Facilitation, Human Resources, Employee Training, Consulting, Executive Development, MBTI, Career Counseling, Conflict Resolution, Culture Change, Personal Development, Blended Learning, Talent Management, Change Management, Employee Engagement, Resume Writing, Emotional Intelligence, Program Evaluation, Career Management, Experiential Learning, Adult Education, Organizational Learning, Job Search Strategies, Career Assessment, Performance Improvement, Presentation Coaching, Action Learning, Diversity Training, Job Coaching, Program Facilitation
Education
Boston University 1987 — 1992
Master of Education (M.Ed.), Training & Development/ HRD Education
University of Massachusetts, Amherst 1970 — 1974
BA Elementary Education, Urban Education
Nancy Kwan Nancy Kwan's Fidelity Investments Experience January 2015 - Present
Job VP, Retirement products and strategy
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments April 2011 - Present
Fidelity Investments May 2005 - April 2011
Accenture November 1998 - May 2005
Skills
Financial Services, Business Analysis, Vendor Management, Business Process..., Program Management, Analytics, Strategy, Process Improvement, Management Consulting, Risk Management, Product Management, Relationship Management, Business Strategy
Education
Boston University 1994 — 1998
Bachelor, International Relations, Business Administration
Boston Latin School
Fidelity Investments January 2015 - Present
Fidelity Investments April 2011 - Present
Fidelity Investments May 2005 - April 2011
Accenture November 1998 - May 2005
Skills
Financial Services, Business Analysis, Vendor Management, Business Process..., Program Management, Analytics, Strategy, Process Improvement, Management Consulting, Risk Management, Product Management, Relationship Management, Business Strategy
Education
Boston University 1994 — 1998
Bachelor, International Relations, Business Administration
Boston Latin School
Courtney Adams's Fidelity Investments Experience July 2014 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2014 - Present
Boston University IT Help Center August 2013 - May 2014
Mimio May 2013 - August 2013
iD Tech Camps June 2012 - August 2012
Skills
C, Java, Python, HTML, C++, Computer Science, Linux, SQL, MySQL, PHP, XML, Algorithms, Databases, Eclipse, Large Scale Business..., Firewalls, Flash, Frisbee, Ultimate Frisbee, Software Engineering, Active Team Player, Small Business, Ruby, Git, OS X
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Canterbury School 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Fidelity Investments July 2014 - Present
Boston University IT Help Center August 2013 - May 2014
Mimio May 2013 - August 2013
iD Tech Camps June 2012 - August 2012
Skills
C, Java, Python, HTML, C++, Computer Science, Linux, SQL, MySQL, PHP, XML, Algorithms, Databases, Eclipse, Large Scale Business..., Firewalls, Flash, Frisbee, Ultimate Frisbee, Software Engineering, Active Team Player, Small Business, Ruby, Git, OS X
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Canterbury School 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Cameron Routh's Fidelity Investments Experience August 1989 - September 1991
Job EVP Product Strategy
Industry Information Technology and Services
Experience
Scivantage June 2006 - Present
Syrah Trading Technologies January 2013 - Present
GainsKeeper April 1999 - July 2006
Black/White & Associates April 1998 - June 1999
American International Group September 1994 - April 1998
Fidelity Investments August 1989 - September 1991
Skills
Product Management, Business Development, Investments, Product Development, Securities, Mutual Funds, Entrepreneurship, Financial Services, Business Strategy, Start-ups, Cost Basis, Leadership, Enterprise Software, Strategy, New Business Development, Salesforce.com, SaaS, Solution Selling, Risk Management, Management, Product Marketing, Marketing Strategy, Sales, Analytics, Executive Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
University of Chicago Booth School of Business 1991 — 1993
MBA
Boston University 1984 — 1988
BA
Scivantage June 2006 - Present
Syrah Trading Technologies January 2013 - Present
GainsKeeper April 1999 - July 2006
Black/White & Associates April 1998 - June 1999
American International Group September 1994 - April 1998
Fidelity Investments August 1989 - September 1991
Skills
Product Management, Business Development, Investments, Product Development, Securities, Mutual Funds, Entrepreneurship, Financial Services, Business Strategy, Start-ups, Cost Basis, Leadership, Enterprise Software, Strategy, New Business Development, Salesforce.com, SaaS, Solution Selling, Risk Management, Management, Product Marketing, Marketing Strategy, Sales, Analytics, Executive Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
University of Chicago Booth School of Business 1991 — 1993
MBA
Boston University 1984 — 1988
BA
Danielle Fox Danielle Fox's Fidelity Investments Experience September 2014 - Present
Job Vice President, Fixed Income Regional Brokerage Consultant
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Capital Markets Services May 2007 - September 2014
Fidelity Investments July 1998 - May 2007
Skills
Bloomberg, Writing, Sales Presentations, Public Speaking, French, Italian, Fixed Income, Fixed Income Strategies, Series 7, Series 63, Training Facilitation
Education
Boston University 2005 — 2007
Certificate in Financial Planning
Miami University 1994 — 1998
Bachelor of Science, Finance and Marketing
Simsbury High School 1990 — 1994
Fidelity Investments September 2014 - Present
Fidelity Capital Markets Services May 2007 - September 2014
Fidelity Investments July 1998 - May 2007
Skills
Bloomberg, Writing, Sales Presentations, Public Speaking, French, Italian, Fixed Income, Fixed Income Strategies, Series 7, Series 63, Training Facilitation
Education
Boston University 2005 — 2007
Certificate in Financial Planning
Miami University 1994 — 1998
Bachelor of Science, Finance and Marketing
Simsbury High School 1990 — 1994
Lilian Liang's Fidelity Investments Experience March 2015 - August 2015
Job Incoming Corporate Finance Intern at Fidelity Investments
Industry
Experience
Fidelity Investments March 2015 - August 2015
Boston University, College of Arts and Sciences Economics Department January 2013 - May 2015
Argopoint Consulting LLC July 2014 - January 2015
Boston Harbor Cruises May 2013 - October 2014
State Street Corporation June 2012 - August 2012
Tufts Medical Center, Cancer Center May 2011 - August 2011
Education
Boston University 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, Class of 2016
Boston Latin School 2006 — 2012
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fidelity Investments March 2015 - August 2015
Boston University, College of Arts and Sciences Economics Department January 2013 - May 2015
Argopoint Consulting LLC July 2014 - January 2015
Boston Harbor Cruises May 2013 - October 2014
State Street Corporation June 2012 - August 2012
Tufts Medical Center, Cancer Center May 2011 - August 2011
Education
Boston University 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, Class of 2016
Boston Latin School 2006 — 2012
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
David McPherson's Fidelity Investments Experience June 2001 - September 2009
Job Actively Seeking A Challenging New Career Opportunity
Industry Facilities Services
Experience
Seeking a new career opportunity April 2015 - Present
Management Sciences for Health April 2012 - 2015
New England Green Recycling January 2009 - December 2012
Upper Village Hall July 2006 - July 2012
Fidelity Investments June 2001 - September 2009
East Derry Fire Department 2004 - 2006
Fidelity Investments December 1999 - June 2001
Boston Coach (Fidelity Investments) January 1996 - December 1999
Central Artery Tunnel January 1993 - January 1996
THE MANAGEMENT COLLABORATIVE January 1991 - January 1993
Skills
Team Building, Strategic Planning, Facilities Management, Customer Service, Community Outreach, Media Relations, Emergency Management, New Business Development, Leadership Development, Public Relations, Carpentry, Vendor Management, Recycling, Change Management, Business Strategy, Volunteer Management, Property Management, Corporate Communications, Logistics Management, Emergency Services, Incident Management, Volunteer Organization, Emergency Operations, Disaster Recovery, Project Implementation, Risk Mitigation, Business Management, Business Process, Emergency Communications, Community Relations, Quality Management, Volunteer Training, Photography, Corporate Real Estate, Insurance Claims, Human Capital Management, Training & Development, Safety Management, Fleet Management, Capital Budgeting, Budget Development, Client Communications, Charities, Help Desk Management, Negotiating Leases, Project Management, Project Planning, Operations Management, Contract Negotiation, Contractors
Education
Boston Universtity Corporate Learning Center 2000 — 2005
Real Estate, Project Management and Business Management Studies
Seeking a new career opportunity April 2015 - Present
Management Sciences for Health April 2012 - 2015
New England Green Recycling January 2009 - December 2012
Upper Village Hall July 2006 - July 2012
Fidelity Investments June 2001 - September 2009
East Derry Fire Department 2004 - 2006
Fidelity Investments December 1999 - June 2001
Boston Coach (Fidelity Investments) January 1996 - December 1999
Central Artery Tunnel January 1993 - January 1996
THE MANAGEMENT COLLABORATIVE January 1991 - January 1993
Skills
Team Building, Strategic Planning, Facilities Management, Customer Service, Community Outreach, Media Relations, Emergency Management, New Business Development, Leadership Development, Public Relations, Carpentry, Vendor Management, Recycling, Change Management, Business Strategy, Volunteer Management, Property Management, Corporate Communications, Logistics Management, Emergency Services, Incident Management, Volunteer Organization, Emergency Operations, Disaster Recovery, Project Implementation, Risk Mitigation, Business Management, Business Process, Emergency Communications, Community Relations, Quality Management, Volunteer Training, Photography, Corporate Real Estate, Insurance Claims, Human Capital Management, Training & Development, Safety Management, Fleet Management, Capital Budgeting, Budget Development, Client Communications, Charities, Help Desk Management, Negotiating Leases, Project Management, Project Planning, Operations Management, Contract Negotiation, Contractors
Education
Boston Universtity Corporate Learning Center 2000 — 2005
Real Estate, Project Management and Business Management Studies
Carolyn Abbott Carolyn Abbott's Fidelity Investments Experience July 2007 - September 2007
Job Director of Marketing Communications at ENVIROEYE, LLC
Industry Aviation & Aerospace
Experience
WordsWork Consulting Group April 1993 - Present
ENVIROEYE, LLC March 2015 - Present
ASSIST Aviation Solutions, LLC April 2010 - February 2015
SeaChange International December 2007 - March 2010
Fidelity Investments July 2007 - September 2007
Sonus Networks, Inc. June 2006 - May 2007
Boston University Corporate Education Center February 2005 - February 2006
Total Learning Concepts February 2004 - March 2004
Architext October 2003 - December 2003
Atex Media Systems February 2002 - May 2002
Skills
Research, Instructional Design, Program Management, Team Building, Webmaster, Professional Editor, Sales Training, Editing, SnagIt, Public Speaking, Marketing Communications, Technical Communication, Technical Writing, Project Management, E-Learning, Selling Skills, Cross-functional Team..., Software Documentation, Change Management, Management, Business Development, Proofreading, Advertising, New Business Development, Business Strategy, Government Contracting, Government, Project Planning, Enterprise Software, Leadership, Consulting, Training, Start-ups, Product Development, Business Intelligence, Analysis, Strategy
Education
Boston University 1980 — 1983
M. Ed.
Oklahoma State University 1965 — 1970
B.A.
C.E. Donart High School
WordsWork Consulting Group April 1993 - Present
ENVIROEYE, LLC March 2015 - Present
ASSIST Aviation Solutions, LLC April 2010 - February 2015
SeaChange International December 2007 - March 2010
Fidelity Investments July 2007 - September 2007
Sonus Networks, Inc. June 2006 - May 2007
Boston University Corporate Education Center February 2005 - February 2006
Total Learning Concepts February 2004 - March 2004
Architext October 2003 - December 2003
Atex Media Systems February 2002 - May 2002
Skills
Research, Instructional Design, Program Management, Team Building, Webmaster, Professional Editor, Sales Training, Editing, SnagIt, Public Speaking, Marketing Communications, Technical Communication, Technical Writing, Project Management, E-Learning, Selling Skills, Cross-functional Team..., Software Documentation, Change Management, Management, Business Development, Proofreading, Advertising, New Business Development, Business Strategy, Government Contracting, Government, Project Planning, Enterprise Software, Leadership, Consulting, Training, Start-ups, Product Development, Business Intelligence, Analysis, Strategy
Education
Boston University 1980 — 1983
M. Ed.
Oklahoma State University 1965 — 1970
B.A.
C.E. Donart High School
Alexander Gelfenshteyn's Fidelity Investments Experience May 2001 - February 2005
Job IT Risk & Control Advisor
Industry Financial Services
Experience
Societe Generale June 2010 - May 2013
Societe Generale US January 2008 - June 2010
Societe Generale February 2005 - December 2008
Fidelity Investments May 2001 - February 2005
Skills
Information Security..., Risk Management, Information Security, CISSP, IT Management, IT Audit, Security, Project Management, Operational Risk..., Computer Security, Risk Assessment, IT Operations, Perl, Servers
Education
Brandeis University 1998 — 2002
MA
Boston University 2002 — 2005
MS
Societe Generale June 2010 - May 2013
Societe Generale US January 2008 - June 2010
Societe Generale February 2005 - December 2008
Fidelity Investments May 2001 - February 2005
Skills
Information Security..., Risk Management, Information Security, CISSP, IT Management, IT Audit, Security, Project Management, Operational Risk..., Computer Security, Risk Assessment, IT Operations, Perl, Servers
Education
Brandeis University 1998 — 2002
MA
Boston University 2002 — 2005
MS
Alex Logan Alex Logan's Fidelity Investments Experience 1997 - 2001
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture April 2015 - Present
MLG April 2007 - December 2014
MARTA Holding July 2005 - April 2007
Omgeo 2004 - 2005
Standard & Poor's 2003 - 2004
TERRA LYCOS October 2001 - November 2003
Fidelity Investments 1997 - 2001
Putnam Investments March 1995 - February 1997
JOHN HANCOCK FINANCIAL SERVICES June 1994 - March 1995
Skills
Program Management, Investment Management, Business Strategy, Risk Management, Change Management, Marketing Strategy, Brand Management, Management, Management Consulting, Investments, Leadership, Mergers & Acquisitions, E-commerce, Entrepreneurship, Start-ups, Strategy
Education
Nyenrode Business University 2004 — 2005
MBA, International Business
Boston University 1991 — 1994
Bachelor of Science in Business Administration, Finance, Management
ST. PETERSBURG STATE POLYTECHNIC UNIVERSITY - St 1988 — 1991
Bachelor's degree, Computer Science
356
Accenture April 2015 - Present
MLG April 2007 - December 2014
MARTA Holding July 2005 - April 2007
Omgeo 2004 - 2005
Standard & Poor's 2003 - 2004
TERRA LYCOS October 2001 - November 2003
Fidelity Investments 1997 - 2001
Putnam Investments March 1995 - February 1997
JOHN HANCOCK FINANCIAL SERVICES June 1994 - March 1995
Skills
Program Management, Investment Management, Business Strategy, Risk Management, Change Management, Marketing Strategy, Brand Management, Management, Management Consulting, Investments, Leadership, Mergers & Acquisitions, E-commerce, Entrepreneurship, Start-ups, Strategy
Education
Nyenrode Business University 2004 — 2005
MBA, International Business
Boston University 1991 — 1994
Bachelor of Science in Business Administration, Finance, Management
ST. PETERSBURG STATE POLYTECHNIC UNIVERSITY - St 1988 — 1991
Bachelor's degree, Computer Science
356
Daniel Gibbons's Fidelity Investments Experience December 1997 - December 2001
Job Senior Program Manager at Premera Blue Cross
Industry Information Technology and Services
Experience
T-Mobile September 2008 - July 2012
Citizens Bank June 2008 - August 2008
Fidelity May 2006 - February 2008
Fidelity Investments, Fidelity E-Business December 2001 - December 2006
Fidelity Investments December 1997 - December 2001
Skills
Offshoring, People Management, Program Management, SDLC, PMO, Vendor Management, Project Planning, Process Engineering, Management, Business Intelligence, High Performance Teams, Team Leadership, Enterprise Architecture, Integration, ITIL, IT Strategy, Business Process..., CRM, Project Portfolio..., PMP, Analysis, IT Management, Project Management, Software Project..., Financial Services, Resource Management, Waterfall, Governance, Telecommunications, IT Service Management, SharePoint, Process Improvement, Leadership, Visio, MS Project, Outsourcing, Product Management, Strategy, Project Delivery, Strategic Planning, Requirements Analysis, Change Management, Requirements Gathering, Agile Project Management, Quality Assurance, Business Process, Business Analysis, Risk Management, Business Requirements, Agile Methodologies
Education
Boston University
M.A.
The George Washington University
B.A.
T-Mobile September 2008 - July 2012
Citizens Bank June 2008 - August 2008
Fidelity May 2006 - February 2008
Fidelity Investments, Fidelity E-Business December 2001 - December 2006
Fidelity Investments December 1997 - December 2001
Skills
Offshoring, People Management, Program Management, SDLC, PMO, Vendor Management, Project Planning, Process Engineering, Management, Business Intelligence, High Performance Teams, Team Leadership, Enterprise Architecture, Integration, ITIL, IT Strategy, Business Process..., CRM, Project Portfolio..., PMP, Analysis, IT Management, Project Management, Software Project..., Financial Services, Resource Management, Waterfall, Governance, Telecommunications, IT Service Management, SharePoint, Process Improvement, Leadership, Visio, MS Project, Outsourcing, Product Management, Strategy, Project Delivery, Strategic Planning, Requirements Analysis, Change Management, Requirements Gathering, Agile Project Management, Quality Assurance, Business Process, Business Analysis, Risk Management, Business Requirements, Agile Methodologies
Education
Boston University
M.A.
The George Washington University
B.A.
Anne DeFelice's Fidelity Investments Experience November 2005 - February 2009
Job Instructional Designer and Interactive Media Developer
Industry Online Media
Experience
self employed February 2004 - Present
Demandware 2014 - 2014
nSight, Inc. September 2010 - October 2011
Babson College April 2011 - May 2011
Fidelity Investments November 2005 - February 2009
The New England Institute of Art September 2000 - August 2005
FableVision 1999 - 2000
Harvard University Extension School 1997 - 1999
Avid Technology 1993 - 1997
Kurzweil AI 1992 - 1993
Skills
E-learning, Instructional Design, Documentation, Technical Writing, Teaching, E-Learning, Proposal Writing, Graphic Design, Web Development, Project Management, Content Management, Multimedia, Captivate, Software Documentation, Training, Strategic Planning, Requirements Analysis, User Interface Design, Learning Management..., Adobe Acrobat, Interaction Design, Information Architecture, Editing, Instructional Technology, Employee Training, Blended Learning, Usability, Flash, CMS, Copywriting, Web Design, ActionScript, Camtasia, Information Design, HTML, Content Development, Dreamweaver, Technical Documentation, Content Strategy, Storyboarding, User Interface, Adobe Creative Suite, CSS, User Experience, WordPress, Usability Testing, SnagIt, User Experience Design, User-centered Design, Accessibility
Education
Boston University 1986 — 1987
M.Ed., Educational Media and Teechnology
Wellesley College 1980 — 1984
BA, American Studies
self employed February 2004 - Present
Demandware 2014 - 2014
nSight, Inc. September 2010 - October 2011
Babson College April 2011 - May 2011
Fidelity Investments November 2005 - February 2009
The New England Institute of Art September 2000 - August 2005
FableVision 1999 - 2000
Harvard University Extension School 1997 - 1999
Avid Technology 1993 - 1997
Kurzweil AI 1992 - 1993
Skills
E-learning, Instructional Design, Documentation, Technical Writing, Teaching, E-Learning, Proposal Writing, Graphic Design, Web Development, Project Management, Content Management, Multimedia, Captivate, Software Documentation, Training, Strategic Planning, Requirements Analysis, User Interface Design, Learning Management..., Adobe Acrobat, Interaction Design, Information Architecture, Editing, Instructional Technology, Employee Training, Blended Learning, Usability, Flash, CMS, Copywriting, Web Design, ActionScript, Camtasia, Information Design, HTML, Content Development, Dreamweaver, Technical Documentation, Content Strategy, Storyboarding, User Interface, Adobe Creative Suite, CSS, User Experience, WordPress, Usability Testing, SnagIt, User Experience Design, User-centered Design, Accessibility
Education
Boston University 1986 — 1987
M.Ed., Educational Media and Teechnology
Wellesley College 1980 — 1984
BA, American Studies
Deb (Rowe) Marchiony's Fidelity Investments Experience April 2006 - December 2008
Job
Industry Financial Services
Experience
Interactive Data December 2009 - December 2011
Fidelity Investments April 2006 - December 2008
Fidelity Investments September 2000 - April 2006
Fidelity Investments February 1999 - September 2000
Fidelity Investments July 1995 - January 1999
Chapin School September 1989 - June 1995
Independent Day School 1987 - 1989
Skills
Business Analysis, Mutual Funds, SDLC, Business Requirements, Product Development, CRM, Product Management, E-commerce, Portfolio Management, Investments, Wealth Management, Financial Services, Agile Methodologies, Program Management, Management, Software Project..., Budgets, Testing, SaaS, Scrum, Software Development
Education
Dartmouth College
AB
Boston University
Interactive Data December 2009 - December 2011
Fidelity Investments April 2006 - December 2008
Fidelity Investments September 2000 - April 2006
Fidelity Investments February 1999 - September 2000
Fidelity Investments July 1995 - January 1999
Chapin School September 1989 - June 1995
Independent Day School 1987 - 1989
Skills
Business Analysis, Mutual Funds, SDLC, Business Requirements, Product Development, CRM, Product Management, E-commerce, Portfolio Management, Investments, Wealth Management, Financial Services, Agile Methodologies, Program Management, Management, Software Project..., Budgets, Testing, SaaS, Scrum, Software Development
Education
Dartmouth College
AB
Boston University
Arleen Cavanaugh, PMP's Fidelity Investments Experience July 2009 - June 2010
Job
Industry Financial Services
Experience
State Street Bank March 2015 - Present
BNY Mellon June 2010 - March 2015
Fidelity Investments July 2009 - June 2010
Starpoint Solutions June 2008 - June 2009
Fidelity Investments August 2005 - May 2008
Harvard Business School July 2002 - August 2005
Fidelity Investments, FMRCo Systems August 1998 - July 2002
Cubist Pharmaceuticals May 1996 - August 1998
Boston University 1990 - 1996
Skills
Vendor Management, SDLC, Program Management, Business Analysis, Financial Services, PMP, PMO, Project Management, Software Project..., Process Improvement, Project Portfolio..., Agile Methodologies, Product Management
Education
Boston University 1994 — 1998
Master’s Degree, Computer Science
Boston University 1990 — 1994
Bachelor’s Degree, Computer Science
University of Massachusetts Dartmouth 1982 — 1990
Bachelor’s Degree, Business Administration and Management, Human Resources Management
State Street Bank March 2015 - Present
BNY Mellon June 2010 - March 2015
Fidelity Investments July 2009 - June 2010
Starpoint Solutions June 2008 - June 2009
Fidelity Investments August 2005 - May 2008
Harvard Business School July 2002 - August 2005
Fidelity Investments, FMRCo Systems August 1998 - July 2002
Cubist Pharmaceuticals May 1996 - August 1998
Boston University 1990 - 1996
Skills
Vendor Management, SDLC, Program Management, Business Analysis, Financial Services, PMP, PMO, Project Management, Software Project..., Process Improvement, Project Portfolio..., Agile Methodologies, Product Management
Education
Boston University 1994 — 1998
Master’s Degree, Computer Science
Boston University 1990 — 1994
Bachelor’s Degree, Computer Science
University of Massachusetts Dartmouth 1982 — 1990
Bachelor’s Degree, Business Administration and Management, Human Resources Management
Ashish Lagwankar's Fidelity Investments Experience April 2001 - December 2007
Job Director, Architecture
Industry Computer Software
Experience
Mercer April 2008 - Present
Fidelity Investments April 2001 - December 2007
Fidelity Investments April 2001 - December 2007
S. K. Data 1997 - 2001
Colonial Management Associates 1993 - 1997
Syntel 1989 - 1993
Rolta India Limited 1987 - 1988
Skills
Solution Architecture, Enterprise Architecture, Six Sigma, PMP, UML, SOA, OOAD, Technical Leadership, Agile, Agile Project Management, System Architecture, Application Development, IT Strategy, Integration, Software Development, Vendor Management, J2EE, Enterprise Content..., Application Architecture, Capacity Planning, Business Process Design, Enterprise Software, Software Project..., Scrum, Web Services, Cloud Computing, Architecture, Websphere, .NET, WCF, Spring, iBatis, Hibernate, Documentum, Waterfall, Software Development..., Requirements Gathering, IT Management, Offshoring, Solution Design, EAI, Database Design, Requirements Analysis, Business Analysis, Rational Rose, Virtualization, Load Testing, Oracle, Visual C#, Java
Education
Boston University 1993 — 1997
M.S., Computer Science
K J Somaiya College of Engineering 1983 — 1987
BE, Electronics
Thana College 1980 — 1982
SES High School 1968 — 1980
Mercer April 2008 - Present
Fidelity Investments April 2001 - December 2007
Fidelity Investments April 2001 - December 2007
S. K. Data 1997 - 2001
Colonial Management Associates 1993 - 1997
Syntel 1989 - 1993
Rolta India Limited 1987 - 1988
Skills
Solution Architecture, Enterprise Architecture, Six Sigma, PMP, UML, SOA, OOAD, Technical Leadership, Agile, Agile Project Management, System Architecture, Application Development, IT Strategy, Integration, Software Development, Vendor Management, J2EE, Enterprise Content..., Application Architecture, Capacity Planning, Business Process Design, Enterprise Software, Software Project..., Scrum, Web Services, Cloud Computing, Architecture, Websphere, .NET, WCF, Spring, iBatis, Hibernate, Documentum, Waterfall, Software Development..., Requirements Gathering, IT Management, Offshoring, Solution Design, EAI, Database Design, Requirements Analysis, Business Analysis, Rational Rose, Virtualization, Load Testing, Oracle, Visual C#, Java
Education
Boston University 1993 — 1997
M.S., Computer Science
K J Somaiya College of Engineering 1983 — 1987
BE, Electronics
Thana College 1980 — 1982
SES High School 1968 — 1980
Charlie Perkins's Fidelity Investments Experience March 1996 - December 2008
Job Data Management Professional with strong team management and communication skills
Industry Information Technology and Services
Experience
MIB Group, Inc. May 2014 - Present
Staples September 2011 - January 2014
The Guardian Life Insurance Company of America January 2011 - September 2011
The Guardian Life Insurance Company of America 2011 - 2011
Fidelity Investments March 1996 - December 2008
UNUM September 1986 - March 1996
Cullinet Software March 1982 - September 1986
Skills
Database Administration, Vendor Relations, DB2, Databases, SQL Server, Data Management, Database Management, Data Warehousing, Disaster Recovery, SQL, ITIL, Data Modeling, Database Design, Microsoft SQL Server, Process Improvement, Database Admin, Sybase, Unix, Enterprise Architecture, SDLC, Oracle
Education
Boston University 2007 — 2008
certificate, Wine Studies (Elizabeth Bishop Wine Resource Center)
Tufts University
BS, Mathematics
University of Connecticut
Graduate Studies, Physical Oceanography
University of Utah
BS, Meteorology
MIB Group, Inc. May 2014 - Present
Staples September 2011 - January 2014
The Guardian Life Insurance Company of America January 2011 - September 2011
The Guardian Life Insurance Company of America 2011 - 2011
Fidelity Investments March 1996 - December 2008
UNUM September 1986 - March 1996
Cullinet Software March 1982 - September 1986
Skills
Database Administration, Vendor Relations, DB2, Databases, SQL Server, Data Management, Database Management, Data Warehousing, Disaster Recovery, SQL, ITIL, Data Modeling, Database Design, Microsoft SQL Server, Process Improvement, Database Admin, Sybase, Unix, Enterprise Architecture, SDLC, Oracle
Education
Boston University 2007 — 2008
certificate, Wine Studies (Elizabeth Bishop Wine Resource Center)
Tufts University
BS, Mathematics
University of Connecticut
Graduate Studies, Physical Oceanography
University of Utah
BS, Meteorology
Dave Harden's Fidelity Investments Experience January 1993 - January 2000
Job President, Senior Portfolio Manager
Industry Financial Services
Experience
Summit Global Investments 2010 - Present
Ensign Peak Advisors, Inc 2006 - 2012
Evergreen Investments 2004 - 2006
Wellington Management 2000 - 2004
Fidelity Investments January 1993 - January 2000
Skills
Portfolio Management, Equities, Investments, Investment Management, Management, Portfolio Optimization, Strategy, Financial Risk, Trading, Finance, Market Research, Analysis, Asset Management, Fixed Income
Education
Boston College
BA, Business
Boston University
MSCS, Computer Science
Summit Global Investments 2010 - Present
Ensign Peak Advisors, Inc 2006 - 2012
Evergreen Investments 2004 - 2006
Wellington Management 2000 - 2004
Fidelity Investments January 1993 - January 2000
Skills
Portfolio Management, Equities, Investments, Investment Management, Management, Portfolio Optimization, Strategy, Financial Risk, Trading, Finance, Market Research, Analysis, Asset Management, Fixed Income
Education
Boston College
BA, Business
Boston University
MSCS, Computer Science
Bob Zwolinski's Fidelity Investments Experience November 1996 - July 1997
Job Software Engineer at Google
Industry Computer Software
Experience
Google 2011 - Present
ITA Software December 2007 - 2011
Compuware July 2003 - October 2007
Pegasystems December 2001 - October 2002
Equisoft June 2000 - November 2001
Infinium Software June 1998 - June 2000
Sportscape.com February 1998 - May 1998
Putnam Investments July 1997 - February 1998
Fidelity Investments November 1996 - July 1997
Programart Corporation 1988 - 1996
Skills
Agile Methodologies, Software Development, Java, XML, Software Engineering, Java Enterprise Edition, C, Integration, Subversion, C++, Scrum, Object Oriented Design, Testing, Requirements Analysis, Distributed Systems, Linux, Programming, SDLC, Python, Software Design, Perl, Unix, Enterprise Software, Web Services, Eclipse, Web Applications, Test Automation, Ruby, Spring, Shell Scripting, JUnit, Ant, REST, Scalability, SOA, JavaScript, OOP, Git, Bash, Apache
Education
University at Buffalo 1978 — 1983
B.A., Computer Science
Boston University
Computer Science/Statistics
IBM
WebSphere Application Developer; DB2 9 XML for Developers
Oracle Corporation (Sun Microsystems)
Java Programming
SpringSource
Spring 3.0 Training
Google 2011 - Present
ITA Software December 2007 - 2011
Compuware July 2003 - October 2007
Pegasystems December 2001 - October 2002
Equisoft June 2000 - November 2001
Infinium Software June 1998 - June 2000
Sportscape.com February 1998 - May 1998
Putnam Investments July 1997 - February 1998
Fidelity Investments November 1996 - July 1997
Programart Corporation 1988 - 1996
Skills
Agile Methodologies, Software Development, Java, XML, Software Engineering, Java Enterprise Edition, C, Integration, Subversion, C++, Scrum, Object Oriented Design, Testing, Requirements Analysis, Distributed Systems, Linux, Programming, SDLC, Python, Software Design, Perl, Unix, Enterprise Software, Web Services, Eclipse, Web Applications, Test Automation, Ruby, Spring, Shell Scripting, JUnit, Ant, REST, Scalability, SOA, JavaScript, OOP, Git, Bash, Apache
Education
University at Buffalo 1978 — 1983
B.A., Computer Science
Boston University
Computer Science/Statistics
IBM
WebSphere Application Developer; DB2 9 XML for Developers
Oracle Corporation (Sun Microsystems)
Java Programming
SpringSource
Spring 3.0 Training
Bing Hou's Fidelity Investments Experience May 2005 - Present
Job PRINCIPAL SYSTEMS ANALYST at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
Fidelity Investments October 1999 - May 2005
Skills
SDLC, Program Management, Business Analysis, Agile Methodologies
Education
Boston University 2001 — 2003
Master's Degree, Computer Engineering
Fidelity Investments May 2005 - Present
Fidelity Investments October 1999 - May 2005
Skills
SDLC, Program Management, Business Analysis, Agile Methodologies
Education
Boston University 2001 — 2003
Master's Degree, Computer Engineering
Anita Wilcox's Fidelity Investments Experience September 2005 - June 2006
Job Senior Software Engineer Looking for new work!
Industry Computer Software
Experience
Chipworks 2013 - 2014
Raytheon Integrated Defense Systems October 2012 - March 2013
Broadridge April 2011 - July 2012
Comcast August 2010 - March 2011
Amazon.com August 2009 - May 2010
Double Prime, Inc. May 2008 - November 2008
Harvard University December 2007 - May 2008
Numeric Investors July 2006 - May 2007
Fidelity Investments September 2005 - June 2006
Verizon April 2005 - August 2005
Skills
Microsoft SQL Server, Database Design, Agile Methodologies, JavaScript, Subversion, Perl, SQL, Linux, Web Applications, CSS, Oracle, XML, Apache, Requirements Analysis, Software Development, Object Oriented Design, Unix, Eclipse, Testing, Software Engineering, Embedded Systems, C++, Distributed Systems, Python, Solaris, Test Automation, ClearCase, Software Design, Shell Scripting, jQuery, PostgreSQL, MySQL, Sybase, DB2, Java, PHP, HTML, Android, Ada, Scrum, Git, Americans with..., JSP, Visual Studio, Web Services
Education
Boston University 1984 — 1988
Bachelor of Science, Electrical Engineering
Chipworks 2013 - 2014
Raytheon Integrated Defense Systems October 2012 - March 2013
Broadridge April 2011 - July 2012
Comcast August 2010 - March 2011
Amazon.com August 2009 - May 2010
Double Prime, Inc. May 2008 - November 2008
Harvard University December 2007 - May 2008
Numeric Investors July 2006 - May 2007
Fidelity Investments September 2005 - June 2006
Verizon April 2005 - August 2005
Skills
Microsoft SQL Server, Database Design, Agile Methodologies, JavaScript, Subversion, Perl, SQL, Linux, Web Applications, CSS, Oracle, XML, Apache, Requirements Analysis, Software Development, Object Oriented Design, Unix, Eclipse, Testing, Software Engineering, Embedded Systems, C++, Distributed Systems, Python, Solaris, Test Automation, ClearCase, Software Design, Shell Scripting, jQuery, PostgreSQL, MySQL, Sybase, DB2, Java, PHP, HTML, Android, Ada, Scrum, Git, Americans with..., JSP, Visual Studio, Web Services
Education
Boston University 1984 — 1988
Bachelor of Science, Electrical Engineering
David Rollow's Fidelity Investments Experience 1996 - 1999
Job Freelance Technical Writer and Copyeditor
Industry Computer Software
Experience
Cambridge Technologies (GSI) August 2015 - Present
Comverse February 1999 - July 2009
Boston Globe 1996 - 2008
Fidelity Investments 1996 - 1999
Mass Financial Services 1995 - 1996
Dunn and Bradstreet Software 1989 - 1993
Xerox Advanced Information Systems 1988 - 1989
Stratus Computer 1983 - 1987
Pixel 1982 - 1983
Honeywell Information Systems Cambridge Information Systems Laboratory (CISL) July 1977 - March 1980
Skills
Software Documentation, Software Development, XML, C, Software Engineering, FrameMaker, C++, Technical Writing, HTML, Computer Architecture, Enterprise Architecture, Book Reviews, Fine Art, Financial Software..., Acceptance Testing, Software Quality..., Publishing, Financial Services, Medical Writing, Manuals, Databases, Quality Assurance, Agile Methodologies, Editing, Integration, Linux, Unix
Education
Suffolk University
Suffolk University
Suffolk University
Cornell University 1967 — 1971
M.F.A, Ph.D., Creative Writing, English Literature
New College 1964 — 1967
Bachelor of Arts (B.A.), English
Boston University 1999 — 2000
Intellectual Property Law
MIT 1981 — 1982
Postdoctoral Study, Philosophy
Harvard University 1978 — 1979
Postdoctoral Study, Philosophy
Cambridge Technologies (GSI) August 2015 - Present
Comverse February 1999 - July 2009
Boston Globe 1996 - 2008
Fidelity Investments 1996 - 1999
Mass Financial Services 1995 - 1996
Dunn and Bradstreet Software 1989 - 1993
Xerox Advanced Information Systems 1988 - 1989
Stratus Computer 1983 - 1987
Pixel 1982 - 1983
Honeywell Information Systems Cambridge Information Systems Laboratory (CISL) July 1977 - March 1980
Skills
Software Documentation, Software Development, XML, C, Software Engineering, FrameMaker, C++, Technical Writing, HTML, Computer Architecture, Enterprise Architecture, Book Reviews, Fine Art, Financial Software..., Acceptance Testing, Software Quality..., Publishing, Financial Services, Medical Writing, Manuals, Databases, Quality Assurance, Agile Methodologies, Editing, Integration, Linux, Unix
Education
Suffolk University
Suffolk University
Suffolk University
Cornell University 1967 — 1971
M.F.A, Ph.D., Creative Writing, English Literature
New College 1964 — 1967
Bachelor of Arts (B.A.), English
Boston University 1999 — 2000
Intellectual Property Law
MIT 1981 — 1982
Postdoctoral Study, Philosophy
Harvard University 1978 — 1979
Postdoctoral Study, Philosophy
Daman Dogra's Fidelity Investments Experience May 2001 - Present
Job Director, Software Engg & Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2001 - Present
Skills
Agile Methodologies, SDLC, SOA, Business Analysis, Software Project..., XML, Scrum, Software Development, Web Services, Enterprise Architecture, Requirements Analysis, Agile Project Management, Unix
Education
Boston University 2003 — 2006
Masters, Computer Science
National Institute of Technology Kurukshetra 1989 — 1993
Bachelors, Electrical Engineering
Kendriya Vidyalaya 1988 — 1989
High School
Fidelity Investments May 2001 - Present
Skills
Agile Methodologies, SDLC, SOA, Business Analysis, Software Project..., XML, Scrum, Software Development, Web Services, Enterprise Architecture, Requirements Analysis, Agile Project Management, Unix
Education
Boston University 2003 — 2006
Masters, Computer Science
National Institute of Technology Kurukshetra 1989 — 1993
Bachelors, Electrical Engineering
Kendriya Vidyalaya 1988 — 1989
High School
Christopher Gervasi's Fidelity Investments Experience September 2009 - January 2014
Job QA at The Baupost Group
Industry Information Technology and Services
Experience
The Baupost Group January 2014 - Present
Fidelity Investments September 2009 - January 2014
Charles River Development June 2008 - September 2009
Fidelity June 2005 - June 2008
JPMorgan 2000 - 2004
Screenhouse 1999 - 2000
american financial systems 1996 - 2000
Skills
Software Quality..., Test Automation, Quality Center, SDLC, Quality Assurance, User Acceptance Testing, Agile Methodologies, QTP, Testing, Waterfall, Test Planning, Test Management, LoadRunner, Requirements Analysis, Performance Testing, Test Strategy, Test Automation..., Test Cases, SilkTest, SoapUI, Device Anywhere
Education
Boston University 1994 — 1996
BA, Mathematics
The Baupost Group January 2014 - Present
Fidelity Investments September 2009 - January 2014
Charles River Development June 2008 - September 2009
Fidelity June 2005 - June 2008
JPMorgan 2000 - 2004
Screenhouse 1999 - 2000
american financial systems 1996 - 2000
Skills
Software Quality..., Test Automation, Quality Center, SDLC, Quality Assurance, User Acceptance Testing, Agile Methodologies, QTP, Testing, Waterfall, Test Planning, Test Management, LoadRunner, Requirements Analysis, Performance Testing, Test Strategy, Test Automation..., Test Cases, SilkTest, SoapUI, Device Anywhere
Education
Boston University 1994 — 1996
BA, Mathematics
Chandra Talluri's Fidelity Investments Experience 2005 - Present
Job Principle Soft Engr at Fidelity
Industry Computer Software
Experience
Fidelity Investments 2005 - Present
Fidelity 2005 - Present
Skills
Requirements Analysis, Agile Methodologies, SQL, Java Enterprise Edition, SDLC, PL/SQL, Software Project..., Unix
Education
Boston University 2009 — 2010
MS, CIS
Fidelity Investments 2005 - Present
Fidelity 2005 - Present
Skills
Requirements Analysis, Agile Methodologies, SQL, Java Enterprise Edition, SDLC, PL/SQL, Software Project..., Unix
Education
Boston University 2009 — 2010
MS, CIS
Charles Trudeau, CPP, PMP's Fidelity Investments Experience August 2012 - Present
Job HR Corporate Technology GroupHRIS Payroll
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments September 2009 - March 2012
Fidelity Investments August 2008 - August 2009
Fidelity Investments August 2006 - July 2008
Elliot Hospital June 2004 - July 2006
Bowdoin College February 1998 - May 2004
ADP April 1995 - February 1998
Skills
BPO/HRO Outsourcing, Client Relationship..., Business Transformation, Change Management, Process Improvement, Mentoring, Process Engineering, Performance Management, Coaching, Documentation, Six Sigma, Problem Solving, Strategic Planning, Microsoft Office, Compliance, Program Management, Team Building, Budgeting, Payroll, CRM, Requirements Gathering, Strategy
Education
Boston University
Project Management, Fast Track
University of Massachusetts, Amherst
B.A., Communication Education
University of Southern Maine
Certification, Human Resource Management
Fidelity Investments August 2012 - Present
Fidelity Investments September 2009 - March 2012
Fidelity Investments August 2008 - August 2009
Fidelity Investments August 2006 - July 2008
Elliot Hospital June 2004 - July 2006
Bowdoin College February 1998 - May 2004
ADP April 1995 - February 1998
Skills
BPO/HRO Outsourcing, Client Relationship..., Business Transformation, Change Management, Process Improvement, Mentoring, Process Engineering, Performance Management, Coaching, Documentation, Six Sigma, Problem Solving, Strategic Planning, Microsoft Office, Compliance, Program Management, Team Building, Budgeting, Payroll, CRM, Requirements Gathering, Strategy
Education
Boston University
Project Management, Fast Track
University of Massachusetts, Amherst
B.A., Communication Education
University of Southern Maine
Certification, Human Resource Management
Dan Javlekar's Fidelity Investments Experience 2007 - 2008
Job IS Manager at CVS / Caremark
Industry Pharmaceuticals
Experience
CVS/Caremark 2008 - Present
Fidelity Investments 2007 - 2008
Kronos Inc 2002 - 2007
Fidelity Investments 2001 - 2002
Essential.com 2000 - 2001
Comverse Network Systems 1996 - 2000
ASA International LTD 1990 - 1996
Computer Systems Development 1987 - 1990
Data General 1986 - 1987
Education
Boston University 2000 — 2000
Certificate, Project Management
M.S. University of Baroda 1981 — 1983
M.S., Mechanical Engineering
M.S. University of Baroda 1976 — 1981
B.S., Textile Engineering
CVS/Caremark 2008 - Present
Fidelity Investments 2007 - 2008
Kronos Inc 2002 - 2007
Fidelity Investments 2001 - 2002
Essential.com 2000 - 2001
Comverse Network Systems 1996 - 2000
ASA International LTD 1990 - 1996
Computer Systems Development 1987 - 1990
Data General 1986 - 1987
Education
Boston University 2000 — 2000
Certificate, Project Management
M.S. University of Baroda 1981 — 1983
M.S., Mechanical Engineering
M.S. University of Baroda 1976 — 1981
B.S., Textile Engineering
Daniel Barooshian's Fidelity Investments Experience May 1997 - July 2005
Job Software Engineer at Raytheon (via Now Business Intelligence)
Industry Information Technology and Services
Experience
Raytheon July 2009 - Present
Raytheon July 2006 - March 2009
Fidelity Investments May 1997 - July 2005
Liberty Mutual January 1995 - April 1997
DuPont Newspaper Systems June 1993 - December 1994
BTU Engineering 1985 - 1986
DuPont Medical Products 1981 - 1985
Skills
Integration, Oracle, Microsoft SQL Server, Databases, C++, Web Services, .NET, Business Intelligence
Education
Franklin Pierce College 1985 — 1987
B.S.C.S. Magna Cum Laude
Rochester Institute of Technology 1979 — 1981
Systems Software Program
Boston University
Graduate & Professional Courses
Raytheon July 2009 - Present
Raytheon July 2006 - March 2009
Fidelity Investments May 1997 - July 2005
Liberty Mutual January 1995 - April 1997
DuPont Newspaper Systems June 1993 - December 1994
BTU Engineering 1985 - 1986
DuPont Medical Products 1981 - 1985
Skills
Integration, Oracle, Microsoft SQL Server, Databases, C++, Web Services, .NET, Business Intelligence
Education
Franklin Pierce College 1985 — 1987
B.S.C.S. Magna Cum Laude
Rochester Institute of Technology 1979 — 1981
Systems Software Program
Boston University
Graduate & Professional Courses
Debra Farwell's Fidelity Investments Experience December 2011 - Present
Job Senior Automation Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2011 - Present
Edge Solutions, Inc. February 2006 - December 2011
Strafford Technology 2000 - 2003
Skills
QlikView, QlikView Development, Business Intelligence, Oracle E-Business Suite, SQL, Hyperion Enterprise, Agile Methodologies, Software Project..., Requirements Analysis, JavaScript, Business Analysis, Business Analytics, Project Management, Databases, Program Management, HTML, ETL, IT Service Management
Education
Boston University
Fidelity Investments December 2011 - Present
Edge Solutions, Inc. February 2006 - December 2011
Strafford Technology 2000 - 2003
Skills
QlikView, QlikView Development, Business Intelligence, Oracle E-Business Suite, SQL, Hyperion Enterprise, Agile Methodologies, Software Project..., Requirements Analysis, JavaScript, Business Analysis, Business Analytics, Project Management, Databases, Program Management, HTML, ETL, IT Service Management
Education
Boston University
Rick Ziegler's Fidelity Investments Experience April 1994 - Present
Job Project Manager/Sysem's Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1994 - Present
USA Hockey 1979 - 2010
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Visio, Program Management, Process Improvement, Requirements Analysis, PMP, Financial Services, Agile Methodologies, Software Project..., MS Project, Risk Management, SharePoint, Requirements Gathering, IT Strategy, Project Portfolio..., Business Process..., Business Intelligence
Education
Northeastern University 1983 — 1988
BS, Management
Boston Latin School 1976 — 1982
High School Diploma
Fidelity Investments April 1994 - Present
USA Hockey 1979 - 2010
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Visio, Program Management, Process Improvement, Requirements Analysis, PMP, Financial Services, Agile Methodologies, Software Project..., MS Project, Risk Management, SharePoint, Requirements Gathering, IT Strategy, Project Portfolio..., Business Process..., Business Intelligence
Education
Northeastern University 1983 — 1988
BS, Management
Boston Latin School 1976 — 1982
High School Diploma
David Ronne's Fidelity Investments Experience 1995 - November 2008
Job Sr. Application Support Specialist at Philips Lifeline
Industry Financial Services
Experience
Philips Lifeline May 2009 - Present
Fidelity Investments 1995 - November 2008
John Hancock Ins. Co., Boston, MA. 1988 - 1995
Lahey Clinic, Burlington, MA. 1987 - 1988
Gibco Laboratories, Lawrence, MA. 1982 - 1984
Skills
Oracle, SQL, Software Development, Project Management, Java Enterprise Edition, XML, Tomcat, Agile Methodologies, DB2, Web Services, Websphere, Spring, Unix Shell Scripting, Leadership, Java, Sybase, Software Documentation, JavaScript, Unix, Subversion, Spring Framework
Education
Boston University 1990 — 1996
M.S., Computer Science
Merrimack College 1982 — 1988
A.S., Information Systems
University of Rhode Island 1977 — 1981
B.S., Natural Resources
Philips Lifeline May 2009 - Present
Fidelity Investments 1995 - November 2008
John Hancock Ins. Co., Boston, MA. 1988 - 1995
Lahey Clinic, Burlington, MA. 1987 - 1988
Gibco Laboratories, Lawrence, MA. 1982 - 1984
Skills
Oracle, SQL, Software Development, Project Management, Java Enterprise Edition, XML, Tomcat, Agile Methodologies, DB2, Web Services, Websphere, Spring, Unix Shell Scripting, Leadership, Java, Sybase, Software Documentation, JavaScript, Unix, Subversion, Spring Framework
Education
Boston University 1990 — 1996
M.S., Computer Science
Merrimack College 1982 — 1988
A.S., Information Systems
University of Rhode Island 1977 — 1981
B.S., Natural Resources
Chris Akeley's Fidelity Investments Experience 1995 - 1997
Job Drupal Architect
Industry Internet
Experience
Innermotion May 2012 - Present
Drupal Connect November 2011 - October 2012
Babson College February 2011 - November 2011
Bentley University October 2009 - April 2011
WEEI Sports Talk Radio September 2008 - October 2009
Independent Contractor June 1997 - August 2008
Fidelity Investments 1995 - 1997
Skills
Drupal, CMS, Information Architecture, PHP, Web Development, CSS, Content Management, User Experience, HTML, Git, Github, LAMP, MySQL, Software Solution..., Google Maps, Solr
Education
Suffolk University Law School 1989 — 1993
JD, Law
Boston University 1981 — 1985
BS, Communication
Innermotion May 2012 - Present
Drupal Connect November 2011 - October 2012
Babson College February 2011 - November 2011
Bentley University October 2009 - April 2011
WEEI Sports Talk Radio September 2008 - October 2009
Independent Contractor June 1997 - August 2008
Fidelity Investments 1995 - 1997
Skills
Drupal, CMS, Information Architecture, PHP, Web Development, CSS, Content Management, User Experience, HTML, Git, Github, LAMP, MySQL, Software Solution..., Google Maps, Solr
Education
Suffolk University Law School 1989 — 1993
JD, Law
Boston University 1981 — 1985
BS, Communication
David Yonchak's Fidelity Investments Experience October 2000 - October 2002
Job Sr. Director Enterprise Solutions Group
Industry Marketing and Advertising
Experience
Merkle, Inc. September 2008 - Present
Liberty Mutual December 2002 - September 2008
Fidelity Investments October 2000 - October 2002
Liberty Mutual October 1990 - August 2000
Skills
Business Analysis, Analytics, Data Modeling, Project Management, Analysis
Education
Boston University 1998 — 2004
Master of Science, Computer Science
University of New Hampshire 1988 — 1992
Bachelor of Arts, Economics
Merkle, Inc. September 2008 - Present
Liberty Mutual December 2002 - September 2008
Fidelity Investments October 2000 - October 2002
Liberty Mutual October 1990 - August 2000
Skills
Business Analysis, Analytics, Data Modeling, Project Management, Analysis
Education
Boston University 1998 — 2004
Master of Science, Computer Science
University of New Hampshire 1988 — 1992
Bachelor of Arts, Economics
Charles Anamateros's Fidelity Investments Experience November 1996 - November 2008
Job Software Architect at General Dynamics Information Technology
Industry Defense & Space
Experience
General Dynamics Information Technology May 2009 - Present
Fidelity Investments November 1996 - November 2008
Genesys Software Systems, Inc. February 1995 - November 1996
Computer Associates June 1990 - February 1995
Skills
SOA, Web Services, XML, System Architecture, Enterprise Architecture, UML, Software Engineering, Application Architecture, Data Center Architecture, Data Center, DoDAF, System Requirements, Distributed Systems, Aerospace/Defense, SOA Security, Security+, SDLC, Integration, Requirements Analysis, Agile Methodologies, Java Enterprise Edition, Web Applications, Java, Unix, Software Design, Software Project..., Eclipse, Architectures, Architecture
Education
SOA Systems 1983 — 2011
SOACP, Certified SOA Architect
Boston University
M.S. Computer Science
Northeastern University
B.S. Business Administration
Northeastern University
Certification in Object-Oriented Programming (State-of-the-Art Program)
General Dynamics Information Technology May 2009 - Present
Fidelity Investments November 1996 - November 2008
Genesys Software Systems, Inc. February 1995 - November 1996
Computer Associates June 1990 - February 1995
Skills
SOA, Web Services, XML, System Architecture, Enterprise Architecture, UML, Software Engineering, Application Architecture, Data Center Architecture, Data Center, DoDAF, System Requirements, Distributed Systems, Aerospace/Defense, SOA Security, Security+, SDLC, Integration, Requirements Analysis, Agile Methodologies, Java Enterprise Edition, Web Applications, Java, Unix, Software Design, Software Project..., Eclipse, Architectures, Architecture
Education
SOA Systems 1983 — 2011
SOACP, Certified SOA Architect
Boston University
M.S. Computer Science
Northeastern University
B.S. Business Administration
Northeastern University
Certification in Object-Oriented Programming (State-of-the-Art Program)
Bernie Shavelson's Fidelity Investments Experience 1976 - 1986
Job Freelance writer and marketing specialist for mutual funds
Industry Financial Services
Experience
Natixis Funds 1990 - 1997
Fidelity Investments 1976 - 1986
Skills
Editing, Research, Newsletters, Strategic Planning, Marketing
Education
Boston University 1951 — 1955
BA, Liberal Arts
Natixis Funds 1990 - 1997
Fidelity Investments 1976 - 1986
Skills
Editing, Research, Newsletters, Strategic Planning, Marketing
Education
Boston University 1951 — 1955
BA, Liberal Arts
Debra O'Bryan's Fidelity Investments Experience March 2010 - Present
Job Product Management/Development
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Fidelity Investments March 2006 - December 2008
Fidelity Investments January 1999 - March 2006
Fidelity Investments February 1998 - January 1999
Fidelity Investments December 1995 - February 1998
Education
Boston University - School of Management 1988 — 1990
MBA, Finance
Boston University 1984 — 1987
BS, Finance
Fidelity Investments March 2010 - Present
Fidelity Investments March 2006 - December 2008
Fidelity Investments January 1999 - March 2006
Fidelity Investments February 1998 - January 1999
Fidelity Investments December 1995 - February 1998
Education
Boston University - School of Management 1988 — 1990
MBA, Finance
Boston University 1984 — 1987
BS, Finance
Debra McDonald's Fidelity Investments Experience April 2008 - November 2008
Job Cost Engineer of Project Controls at Jacobs Engineering
Industry Information Technology and Services
Experience
Jacobs Engineering June 2009 - Present
Fidelity Investments April 2008 - November 2008
Fidelity Investments June 2007 - April 2008
Fidelity Investments January 2006 - June 2007
Fidelity Investments December 2001 - January 2006
Fidelity Investments May 1995 - December 2001
Education
Boston University
Mount Washington College
University of Massachusetts Boston
Jacobs Engineering June 2009 - Present
Fidelity Investments April 2008 - November 2008
Fidelity Investments June 2007 - April 2008
Fidelity Investments January 2006 - June 2007
Fidelity Investments December 2001 - January 2006
Fidelity Investments May 1995 - December 2001
Education
Boston University
Mount Washington College
University of Massachusetts Boston
Bruce Wyshak's Fidelity Investments Experience December 2007 - December 2008
Job Technical Project Manager at TJX
Industry Information Technology and Services
Experience
TJX March 2011 - Present
Sapphire Technologies September 2010 - February 2011
Dextrys July 2009 - April 2010
Fidelity Investments December 2007 - December 2008
Fidelity Investments January 2003 - December 2007
Fidelity Investments November 2000 - January 2003
Fidelity Investments September 1999 - November 2000
Fidelity Investments April 1998 - September 1999
Harvard-Smithsonian Center for Astrophysics February 1996 - February 1998
Raytheon September 1992 - February 1996
Skills
MS Project, SDLC, Integration, Unix, Business Analysis, ITIL
Education
Boston University
Project Management
Northeastern University
BSEE, Electrical Engineering
TJX March 2011 - Present
Sapphire Technologies September 2010 - February 2011
Dextrys July 2009 - April 2010
Fidelity Investments December 2007 - December 2008
Fidelity Investments January 2003 - December 2007
Fidelity Investments November 2000 - January 2003
Fidelity Investments September 1999 - November 2000
Fidelity Investments April 1998 - September 1999
Harvard-Smithsonian Center for Astrophysics February 1996 - February 1998
Raytheon September 1992 - February 1996
Skills
MS Project, SDLC, Integration, Unix, Business Analysis, ITIL
Education
Boston University
Project Management
Northeastern University
BSEE, Electrical Engineering
Paul Gobbi's Fidelity Investments Experience November 2010 - Present
Job Plan Configuration Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Fidelity Investments September 2006 - September 2009
Fidelity Investments April 2001 - March 2006
Fidelity Investments April 1997 - March 2001
Fidelity Investments March 1995 - February 1997
Skills
Financial Services, Business Analysis, Requirements Gathering, Requirements Analysis, Visio, 401k, Business Requirements, User Acceptance Testing, SharePoint
Education
Stonehill College 1987 — 1991
BABS, Accountin
Boston Latin School 1984 — 1987
Fidelity Investments November 2010 - Present
Fidelity Investments September 2006 - September 2009
Fidelity Investments April 2001 - March 2006
Fidelity Investments April 1997 - March 2001
Fidelity Investments March 1995 - February 1997
Skills
Financial Services, Business Analysis, Requirements Gathering, Requirements Analysis, Visio, 401k, Business Requirements, User Acceptance Testing, SharePoint
Education
Stonehill College 1987 — 1991
BABS, Accountin
Boston Latin School 1984 — 1987
Adam Fandrey's Fidelity Investments Experience April 2007 - Present
Job
Industry Real Estate
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments March 2005 - February 2007
Fidelity Investments September 2001 - February 2005
United States Marine Corps August 1996 - August 2001
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA
Boston University 1993 — 1996
BS, Business Administration
Fidelity Investments April 2007 - Present
Fidelity Investments March 2005 - February 2007
Fidelity Investments September 2001 - February 2005
United States Marine Corps August 1996 - August 2001
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA
Boston University 1993 — 1996
BS, Business Administration
Dene Jarvis's Fidelity Investments Experience 2006 - 2008
Job Management Consultant at Hobbs/Madison
Industry Information Technology and Services
Experience
Hobbs/Madison March 2012 - Present
Reflective North America August 2009 - June 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Skills
Program Management, Quality Assurance, Application Lifecycle..., Leadership, Process Improvement, Management, Team Building, Business Analysis, SDLC, Waterfall, Release Management, Offshoring
Education
Boston University 2008 — 2008
PMP FastTrack Program
King Edward VI College, Stourbridge 1971 — 1978
BSc, Mathematics, Physics
Hobbs/Madison March 2012 - Present
Reflective North America August 2009 - June 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Skills
Program Management, Quality Assurance, Application Lifecycle..., Leadership, Process Improvement, Management, Team Building, Business Analysis, SDLC, Waterfall, Release Management, Offshoring
Education
Boston University 2008 — 2008
PMP FastTrack Program
King Edward VI College, Stourbridge 1971 — 1978
BSc, Mathematics, Physics
Christopher Leong's Fidelity Investments Experience October 2003 - April 2004
Job Consultant at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services September 2011 - Present
Boston Financial Data Services November 2010 - May 2011
PlumChoice June 2010 - September 2010
Hachette Book Group July 2009 - December 2009
State Street Bank October 2007 - March 2009
Harvard University June 2007 - September 2007
Time Warner Book Group October 2005 - March 2007
Aspen Technologies January 2005 - June 2005
CVS Pharmacy September 2004 - December 2004
Fidelity Investments October 2003 - April 2004
Education
Boston University
Master of Science, Computer Engineering
Boston University
Bachelor of Science, Computer Engineering
Boston Financial Data Services September 2011 - Present
Boston Financial Data Services November 2010 - May 2011
PlumChoice June 2010 - September 2010
Hachette Book Group July 2009 - December 2009
State Street Bank October 2007 - March 2009
Harvard University June 2007 - September 2007
Time Warner Book Group October 2005 - March 2007
Aspen Technologies January 2005 - June 2005
CVS Pharmacy September 2004 - December 2004
Fidelity Investments October 2003 - April 2004
Education
Boston University
Master of Science, Computer Engineering
Boston University
Bachelor of Science, Computer Engineering
Arti Khare's Fidelity Investments Experience June 2006 - August 2006
Job Technical Support Engineer
Industry Computer Software
Experience
CA, Inc March 2008 - April 2010
eClinicalWorks September 2006 - February 2008
Fidelity Investments June 2006 - August 2006
Arthur Blank & Company November 2005 - March 2006
Skills
Microsoft Exchange
Education
Boston University 2004 — 2006
MS, Telecommunication Engineering
University of Pune 1996 — 2000
BS, Electrical Engineering
CA, Inc March 2008 - April 2010
eClinicalWorks September 2006 - February 2008
Fidelity Investments June 2006 - August 2006
Arthur Blank & Company November 2005 - March 2006
Skills
Microsoft Exchange
Education
Boston University 2004 — 2006
MS, Telecommunication Engineering
University of Pune 1996 — 2000
BS, Electrical Engineering
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank