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
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Fidelity Investments Employees
Employee
Years
Job
Industry
Travell Perkins Travell Perkins's Fidelity Investments Experience July 2015 - Present
Job VP of Web Architecture at Fidelity Investments
Industry Internet
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments October 2012 - July 2015
Startupwindow March 2011 - July 2013
RGB Daily April 2008 - July 2013
AOL November 2009 - September 2010
Green Media Makers May 2007 - April 2008
State Street Corporation October 2002 - January 2008
netNumina August 2000 - February 2002
Virtual Ink June 1999 - August 2000
MIT Media Lab September 1996 - January 1999
Skills
Product Development, Software Development, Team Building, User Experience, Strategy, Product Management, Start-ups, Cloud Computing, Distributed Systems, SaaS, Digital Media, Analytics, Entrepreneurship, Mobile Applications, E-commerce, MySQL, Web Development, Agile Methodologies, Mobile Devices, Scalability, Digital Strategy, Architecture, Web Applications, Java Enterprise Edition, Strategic Partnerships
Education
Boston University 2004 — 2007
MS, Financial Economics
Massachusetts Institute of Technology 1994 — 1999
BS, Computer Science and Electrical Engineering
Fidelity Investments July 2015 - Present
Fidelity Investments October 2012 - July 2015
Startupwindow March 2011 - July 2013
RGB Daily April 2008 - July 2013
AOL November 2009 - September 2010
Green Media Makers May 2007 - April 2008
State Street Corporation October 2002 - January 2008
netNumina August 2000 - February 2002
Virtual Ink June 1999 - August 2000
MIT Media Lab September 1996 - January 1999
Skills
Product Development, Software Development, Team Building, User Experience, Strategy, Product Management, Start-ups, Cloud Computing, Distributed Systems, SaaS, Digital Media, Analytics, Entrepreneurship, Mobile Applications, E-commerce, MySQL, Web Development, Agile Methodologies, Mobile Devices, Scalability, Digital Strategy, Architecture, Web Applications, Java Enterprise Edition, Strategic Partnerships
Education
Boston University 2004 — 2007
MS, Financial Economics
Massachusetts Institute of Technology 1994 — 1999
BS, Computer Science and Electrical Engineering
Bob Hines Bob Hines's Fidelity Investments Experience 1997 - 1999
Job F15E Program Flight Test Director 84 Test & Evaluation Squadron
Industry Aviation & Aerospace
Experience
Flight Test & Training Services May 2015 - Present
84 Test & Evaluation Squadron May 2015 - Present
NASA June 2012 - Present
FAA April 2011 - June 2012
46th Operations Group May 2010 - June 2011
40th Flight Test Squadron "Red Devils" June 2008 - June 2010
USAF Test Pilot School June 2007 - June 2008
494th Fighter Squadron "Mighty Black Panthers" March 2005 - June 2007
37th Flying Training Squadron "Bengal Tigers" January 2001 - June 2004
Fidelity Investments 1997 - 1999
Skills
Flight Test, Flights, Aircraft, Air Force, Military, Flight Training, Weapons, Testing, Flight Safety, Aviation, Aerospace, Aeronautics, Electronic Warfare, Airworthiness, Avionics, Piloting
Education
University of Alabama 2002 — 2010
M.S., Aerospace Engineering
Air Force Test Pilot School 2007 — 2008
M.S., Flight Test Engineering
Boston University 1993 — 1997
B.S., Aerospace Engineering
Flight Test & Training Services May 2015 - Present
84 Test & Evaluation Squadron May 2015 - Present
NASA June 2012 - Present
FAA April 2011 - June 2012
46th Operations Group May 2010 - June 2011
40th Flight Test Squadron "Red Devils" June 2008 - June 2010
USAF Test Pilot School June 2007 - June 2008
494th Fighter Squadron "Mighty Black Panthers" March 2005 - June 2007
37th Flying Training Squadron "Bengal Tigers" January 2001 - June 2004
Fidelity Investments 1997 - 1999
Skills
Flight Test, Flights, Aircraft, Air Force, Military, Flight Training, Weapons, Testing, Flight Safety, Aviation, Aerospace, Aeronautics, Electronic Warfare, Airworthiness, Avionics, Piloting
Education
University of Alabama 2002 — 2010
M.S., Aerospace Engineering
Air Force Test Pilot School 2007 — 2008
M.S., Flight Test Engineering
Boston University 1993 — 1997
B.S., Aerospace Engineering
Tira Mitchell's Fidelity Investments Experience June 1990 - February 1992
Job Chief Engraving Officer
Industry Luxury Goods & Jewelry
Experience
Precision Artistry, LLC 1994 - Present
NAWCC School of Horology 2008 - 2012
Glendo Corporation - GRS Tools January 2008 - May 2011
First Data Resources June 1992 - December 1993
Fidelity Investments June 1990 - February 1992
Bank of Boston August 1988 - June 1990
Skills
Hand Engraving, Stone Setting, Handmade Jewelry, Jewelry Tool Sales, Microscopes, Gold Inlay, Engraving Tool Sales, Engraving Instruction, Jewelry, Jewelry Design, Instruction
Education
Boston University 1984 — 1988
Bachelor of Science in Business Administration, Business Administration and Management, General
Precision Artistry, LLC 1994 - Present
NAWCC School of Horology 2008 - 2012
Glendo Corporation - GRS Tools January 2008 - May 2011
First Data Resources June 1992 - December 1993
Fidelity Investments June 1990 - February 1992
Bank of Boston August 1988 - June 1990
Skills
Hand Engraving, Stone Setting, Handmade Jewelry, Jewelry Tool Sales, Microscopes, Gold Inlay, Engraving Tool Sales, Engraving Instruction, Jewelry, Jewelry Design, Instruction
Education
Boston University 1984 — 1988
Bachelor of Science in Business Administration, Business Administration and Management, General
Sheng Wang's Fidelity Investments Experience February 2014 - Present
Job Associate Sector Specialist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2014 - Present
Provident Healthcare Partners, LLC September 2013 - December 2013
Boston University February 2012 - December 2013
Ranieri Partners Management LLC June 2012 - September 2013
BU Finance and Investment Club September 2012 - May 2013
ABC Math Academy September 2009 - September 2010
Bloomberg LP July 2009 - September 2009
GNA Global Trading September 2007 - July 2009
Skills
Microsoft Excel, Teamwork, Analytics, Equity Valuation, Investments, Financial Analysis, Data Analysis, Financial Modeling, Market Research, Real Estate, Outlook, Accounting, PowerPoint, Research, Finance, Analysis
Education
Boston University 2010 — 2014
Bachelor of Science, Business Administration and Management, Concentration in Finance and Accounting. Minor in Philosophy
Fidelity Investments February 2014 - Present
Provident Healthcare Partners, LLC September 2013 - December 2013
Boston University February 2012 - December 2013
Ranieri Partners Management LLC June 2012 - September 2013
BU Finance and Investment Club September 2012 - May 2013
ABC Math Academy September 2009 - September 2010
Bloomberg LP July 2009 - September 2009
GNA Global Trading September 2007 - July 2009
Skills
Microsoft Excel, Teamwork, Analytics, Equity Valuation, Investments, Financial Analysis, Data Analysis, Financial Modeling, Market Research, Real Estate, Outlook, Accounting, PowerPoint, Research, Finance, Analysis
Education
Boston University 2010 — 2014
Bachelor of Science, Business Administration and Management, Concentration in Finance and Accounting. Minor in Philosophy
Anthony (Jose) Miranda's Fidelity Investments Experience 1996 - 2012
Job Managing Director, CIO, LSSGB
Industry Information Technology and Services
Experience
Hogar Iinmenso Amor Inc. March 2014 - February 2015
Hogar Iinmenso Amor Inc. April 2012 - September 2013
Fidelity Investments 1996 - 2012
Track Data Corp 1993 - 1996
Skills
Information Security, Financial Services, Business Analysis, Vendor Management, Security, Risk Assessment, Risk Management, Metrics, IT Security Policies, Technical Standards, Complaince, Training, Security Awareness, Project Management, Access Control..., Physical Security, IT Audit, Disaster Recovery, Business Continuity..., Healthcare, Frameworks, IT Project..., Nursing Homes, Networking, Vulnerability Management, Computer Security, Leadership, Management, Information Technology, Program Management
Education
Boston University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Boston University Corporate Education
CNE, MCSE, Project Management
William George Group
CLSSGB, Learning Sciences - LEAN Six Sigma Green Belt, Certification
William George Group
PMP certification preparation, Project Management, Certificate
Hogar Iinmenso Amor Inc. March 2014 - February 2015
Hogar Iinmenso Amor Inc. April 2012 - September 2013
Fidelity Investments 1996 - 2012
Track Data Corp 1993 - 1996
Skills
Information Security, Financial Services, Business Analysis, Vendor Management, Security, Risk Assessment, Risk Management, Metrics, IT Security Policies, Technical Standards, Complaince, Training, Security Awareness, Project Management, Access Control..., Physical Security, IT Audit, Disaster Recovery, Business Continuity..., Healthcare, Frameworks, IT Project..., Nursing Homes, Networking, Vulnerability Management, Computer Security, Leadership, Management, Information Technology, Program Management
Education
Boston University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Boston University Corporate Education
CNE, MCSE, Project Management
William George Group
CLSSGB, Learning Sciences - LEAN Six Sigma Green Belt, Certification
William George Group
PMP certification preparation, Project Management, Certificate
Anna Jeter's Fidelity Investments Experience June 2008 - August 2008
Job Project Manager Sales Commercial Partners EMEA at QIAGEN
Industry Biotechnology
Experience
QIAGEN September 2013 - Present
AmniSure International LLC, a QIAGEN company January 2013 - September 2013
AmniSure International LLC January 2012 - January 2013
AmniSure International LLC April 2011 - January 2012
AmniSure International LLC April 2010 - May 2011
State Street May 2009 - April 2010
Credit Suisse October 2008 - May 2009
UBS Wealth Management January 2008 - October 2008
Fidelity Investments June 2008 - August 2008
JMU Law Firm June 2007 - July 2007
Skills
International Management, International Business, Product Marketing, Russian, Medical Devices, Competitive Analysis, Business Strategy, Market Research, Business Development, Product Development, Healthcare, Sales Management, New Business Development, Start-ups, Marketing Strategy, Product Launch, Product Management, Strategic Planning, Cross-functional Team..., Business Planning, Negotiation, CRM, Market Analysis, Forecasting, Strategy, Sales, Clinical Research
Education
Boston University 2005 — 2009
Business Administration, Finance and International Management
Boston University - School of Management 2005 — 2009
BS, International Management and Finance
QIAGEN September 2013 - Present
AmniSure International LLC, a QIAGEN company January 2013 - September 2013
AmniSure International LLC January 2012 - January 2013
AmniSure International LLC April 2011 - January 2012
AmniSure International LLC April 2010 - May 2011
State Street May 2009 - April 2010
Credit Suisse October 2008 - May 2009
UBS Wealth Management January 2008 - October 2008
Fidelity Investments June 2008 - August 2008
JMU Law Firm June 2007 - July 2007
Skills
International Management, International Business, Product Marketing, Russian, Medical Devices, Competitive Analysis, Business Strategy, Market Research, Business Development, Product Development, Healthcare, Sales Management, New Business Development, Start-ups, Marketing Strategy, Product Launch, Product Management, Strategic Planning, Cross-functional Team..., Business Planning, Negotiation, CRM, Market Analysis, Forecasting, Strategy, Sales, Clinical Research
Education
Boston University 2005 — 2009
Business Administration, Finance and International Management
Boston University - School of Management 2005 — 2009
BS, International Management and Finance
Amy Baxter's Fidelity Investments Experience 2002 - 2009
Job Experienced Event Marketing and Sponsorship Director, Branding Designer, Photographer
Industry Events Services
Experience
Artist's Association of Nantucket April 2013 - Present
Nantucket New Year's September 2012 - Present
Nantucket Film Festival June 2012 - June 2013
Fidelity Investments 2002 - 2009
PGI 2000 - 2002
University of Southern California 1996 - 1999
Atlanta Committee for the Olympic Games 1995 - 1996
Education
Boston University 1989 — 1992
BS, Journalism
Artist's Association of Nantucket April 2013 - Present
Nantucket New Year's September 2012 - Present
Nantucket Film Festival June 2012 - June 2013
Fidelity Investments 2002 - 2009
PGI 2000 - 2002
University of Southern California 1996 - 1999
Atlanta Committee for the Olympic Games 1995 - 1996
Education
Boston University 1989 — 1992
BS, Journalism
Suzannah Radack Suzannah Radack's Fidelity Investments Experience 1997 - 1998
Job
Industry Information Technology and Services
Experience
Google March 2014 - Present
Google October 2012 - February 2014
Google October 2011 - October 2012
Google July 2010 - October 2011
Google November 2008 - August 2010
Google November 2007 - October 2008
Google November 2005 - May 2007
Google November 2004 - October 2005
America's Growth Capital January 2004 - September 2004
Fidelity Investments 1997 - 1998
Skills
Product Marketing, Management, Social Media Marketing, Strategy, Leadership, Online Advertising, Program Management, Social Media, Adsense, Project Management, Marketing, Marketing Strategy, Sales Management, Sales Operations, people management, Onboarding, Organizational..., Organizational..., Change Management, Leadership Development, Consulting, HR Consulting, Strategic HR
Education
University College Dublin 2001 — 2003
Master of Science (M.S.), European Economics and Public Policy
Boston University 1997 — 2001
Bachelor of Science (B.S.), Public Relations, International Relations
Google March 2014 - Present
Google October 2012 - February 2014
Google October 2011 - October 2012
Google July 2010 - October 2011
Google November 2008 - August 2010
Google November 2007 - October 2008
Google November 2005 - May 2007
Google November 2004 - October 2005
America's Growth Capital January 2004 - September 2004
Fidelity Investments 1997 - 1998
Skills
Product Marketing, Management, Social Media Marketing, Strategy, Leadership, Online Advertising, Program Management, Social Media, Adsense, Project Management, Marketing, Marketing Strategy, Sales Management, Sales Operations, people management, Onboarding, Organizational..., Organizational..., Change Management, Leadership Development, Consulting, HR Consulting, Strategic HR
Education
University College Dublin 2001 — 2003
Master of Science (M.S.), European Economics and Public Policy
Boston University 1997 — 2001
Bachelor of Science (B.S.), Public Relations, International Relations
Brett Mallette Brett Mallette's Fidelity Investments Experience February 2013 - Present
Job Security Representative II at Fidelity Investments
Industry Security and Investigations
Experience
Fidelity Investments February 2013 - Present
Commonwealth of Massachusetts December 2011 - January 2013
Skills
Physical Security, Investigation, Crisis Situations, Crisis Communications, Security, Crisis Intervention, Microsoft Excel, Report Writing, Security Audits, Fingerprinting, Checkpoint Security
Education
Boston University 2015 — 2015
Emergency Medical Technology/Technician
Westfield State University 2007 — 2011
Bachelor of Science (BS), Criminal justice
Fidelity Investments February 2013 - Present
Commonwealth of Massachusetts December 2011 - January 2013
Skills
Physical Security, Investigation, Crisis Situations, Crisis Communications, Security, Crisis Intervention, Microsoft Excel, Report Writing, Security Audits, Fingerprinting, Checkpoint Security
Education
Boston University 2015 — 2015
Emergency Medical Technology/Technician
Westfield State University 2007 — 2011
Bachelor of Science (BS), Criminal justice
Brad A. Carpico Brad A. Carpico's Fidelity Investments Experience May 2006 - April 2014
Job Transition Management, Institutional Clients at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Fidelity Investments May 2006 - April 2014
AOL Time Warner October 2002 - May 2006
Global Crossing April 2001 - October 2002
The Forum Corporation, Pearson PLC 1998 - 2001
Lehman Brothers, Inc 1997 - 1998
Allied Bancshares Group, LLC 1995 - 1997
Skills
Outsourcing, PMO, PMP, Project Portfolio..., Vendor Management, Software Project..., SDLC, Business Analysis, Cross-functional Team..., Process Improvement, Agile Methodologies, Project Management, Product Management, Waterfall, Resource Management, Relationship Management, Change Management, Offshoring, Product Development, Business Process..., Series 6
Education
University of Maryland 1993 — 1995
BS
The George Washington University
Masters Certificate
Boston University
Graduate Certificate
Project Management Institute
PMP Certification
TIAA-CREF April 2014 - Present
Fidelity Investments May 2006 - April 2014
AOL Time Warner October 2002 - May 2006
Global Crossing April 2001 - October 2002
The Forum Corporation, Pearson PLC 1998 - 2001
Lehman Brothers, Inc 1997 - 1998
Allied Bancshares Group, LLC 1995 - 1997
Skills
Outsourcing, PMO, PMP, Project Portfolio..., Vendor Management, Software Project..., SDLC, Business Analysis, Cross-functional Team..., Process Improvement, Agile Methodologies, Project Management, Product Management, Waterfall, Resource Management, Relationship Management, Change Management, Offshoring, Product Development, Business Process..., Series 6
Education
University of Maryland 1993 — 1995
BS
The George Washington University
Masters Certificate
Boston University
Graduate Certificate
Project Management Institute
PMP Certification
Chad Bureau, CFP® Chad Bureau, CFP®'s Fidelity Investments Experience May 2014 - Present
Job Director, Product Education at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments November 2011 - May 2014
Fidelity Investments October 2008 - November 2011
Skills
Investments, Asset Allocation, Portfolio Management, Certified Financial..., Managed Money
Education
Boston University 2013 — 2016
Master of Business Administration (MBA)
Passed Level II CFA Exam
Merrimack College 2010 — 2012
Certificate, Financial Planning
Boston University 2001 — 2005
Bachelor of Science (BS), Business Administration
Fidelity Investments May 2014 - Present
Fidelity Investments November 2011 - May 2014
Fidelity Investments October 2008 - November 2011
Skills
Investments, Asset Allocation, Portfolio Management, Certified Financial..., Managed Money
Education
Boston University 2013 — 2016
Master of Business Administration (MBA)
Passed Level II CFA Exam
Merrimack College 2010 — 2012
Certificate, Financial Planning
Boston University 2001 — 2005
Bachelor of Science (BS), Business Administration
Brian Kenny's Fidelity Investments Experience June 2007 - May 2010
Job Project Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing August 2012 - Present
UBS Wealth Management January 2012 - June 2012
Bank of America Merrill Lynch November 2010 - August 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments May 2004 - June 2007
Smith Barney, Division of Citigroup March 2000 - May 2004
Smith Barney 2000 - 2004
Skills
pmi, PMO, PMBOK, MS Project, Project Planning, Project Implementation, Software Project..., Project Delivery, Team Leadership, Team Management, Cross-functional Team..., Team Building, Project Portfolio..., Vendor Management, Resource Management, SDLC, Account Management, Restricted Stock, Application Development, Remediation, Web Applications, Quality Assurance, Software Development, Management
Education
Boston University
BS, Management Studies, Business Management
Hudson Catholic
Albridge, an Affiliate of Pershing August 2012 - Present
UBS Wealth Management January 2012 - June 2012
Bank of America Merrill Lynch November 2010 - August 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments May 2004 - June 2007
Smith Barney, Division of Citigroup March 2000 - May 2004
Smith Barney 2000 - 2004
Skills
pmi, PMO, PMBOK, MS Project, Project Planning, Project Implementation, Software Project..., Project Delivery, Team Leadership, Team Management, Cross-functional Team..., Team Building, Project Portfolio..., Vendor Management, Resource Management, SDLC, Account Management, Restricted Stock, Application Development, Remediation, Web Applications, Quality Assurance, Software Development, Management
Education
Boston University
BS, Management Studies, Business Management
Hudson Catholic
Stephen G. Kincaid, CPCC Stephen G. Kincaid, CPCC's Fidelity Investments Experience 2004 - 2006
Job Coach and Dynamic Facilitator
Industry Information Technology and Services
Experience
Fidelity Investments - Fidelity Technology Group 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
FIDELITY INVESTMENTS 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1995 - 1996
Fidelity Investments 1994 - 1995
Success Systems, Inc. December 1986 - May 1994
Skills
Individual and group..., Team Building, Vision and strategy..., Business process..., Resource planning and..., Training and development, Program Management, Performance and..., Oral & Written..., ITIL Foundations..., Six Sigma Yellow Belt
Education
Center for Creative Leadership 2010 — 2012
Certified Professional Co-Active Coach (CPCC)
Franklin Pierce University 1990 — 1994
BS, Business Administration/Computer Science
Christopher Columbus H.S. Boston MA 1972 — 1975
Boston University
Project Management Certification Program
Dale Carnegie
Effective Communications & Human Relations
Fidelity Investments - Fidelity Technology Group 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
FIDELITY INVESTMENTS 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1995 - 1996
Fidelity Investments 1994 - 1995
Success Systems, Inc. December 1986 - May 1994
Skills
Individual and group..., Team Building, Vision and strategy..., Business process..., Resource planning and..., Training and development, Program Management, Performance and..., Oral & Written..., ITIL Foundations..., Six Sigma Yellow Belt
Education
Center for Creative Leadership 2010 — 2012
Certified Professional Co-Active Coach (CPCC)
Franklin Pierce University 1990 — 1994
BS, Business Administration/Computer Science
Christopher Columbus H.S. Boston MA 1972 — 1975
Boston University
Project Management Certification Program
Dale Carnegie
Effective Communications & Human Relations
Bob Lehmann Bob Lehmann's Fidelity Investments Experience May 1997 - December 2008
Job Senior Director of Marketing Strategy, Research and Analysis at Aspen Technology
Industry Financial Services
Experience
Aspen Technology 2014 - Present
Fuld & Company January 2009 - 2014
Fidelity Investments May 1997 - December 2008
American Management Systems (AMS) 1996 - 1997
Skills
Strategic Planning, Financial Modeling, Analytics, Asset Managment, Business Development, Education, Health Insurance, Commercial Insurance, Property & Casualty..., Analysis, Executive Reporting, Marketing Strategy, Strategic Thinking, Communication, Retirement, People Development, Management, Project Management, Consulting, Strategic Gaming, Financial Services, Market Insights, Competitive Intelligence, Benchmarking, Segmentation, Business Insights, Asset Management, Business Strategy, Competitive Analysis, Cross-functional Team..., Leadership, Market Analysis, Market Intelligence, Market Research, Strategy, Business Intelligence
Education
Boston University
MS CS, Computer Science
Middlebury College
BA, Mathematics, Computer Science
Northeastern University - Graduate School of Business Administration
MBA, Finance, Business
Aspen Technology 2014 - Present
Fuld & Company January 2009 - 2014
Fidelity Investments May 1997 - December 2008
American Management Systems (AMS) 1996 - 1997
Skills
Strategic Planning, Financial Modeling, Analytics, Asset Managment, Business Development, Education, Health Insurance, Commercial Insurance, Property & Casualty..., Analysis, Executive Reporting, Marketing Strategy, Strategic Thinking, Communication, Retirement, People Development, Management, Project Management, Consulting, Strategic Gaming, Financial Services, Market Insights, Competitive Intelligence, Benchmarking, Segmentation, Business Insights, Asset Management, Business Strategy, Competitive Analysis, Cross-functional Team..., Leadership, Market Analysis, Market Intelligence, Market Research, Strategy, Business Intelligence
Education
Boston University
MS CS, Computer Science
Middlebury College
BA, Mathematics, Computer Science
Northeastern University - Graduate School of Business Administration
MBA, Finance, Business
Barbara Klaskin, PMP Barbara Klaskin, PMP's Fidelity Investments Experience August 2013 - July 2014
Job Senior Manager, IT Solutions Delivery and Development at University Federal Credit Union
Industry Information Technology and Services
Experience
Fidelity Investments August 2013 - July 2014
Fidelity Investments March 2010 - July 2013
Fidelity Investments June 2006 - December 2008
Fidelity Investments May 2004 - June 2006
Fidelity Investments May 2000 - July 2002
Fidelity Investments December 1996 - May 2000
Accenture (formerly Andersen Consulting) 1989 - 1996
Skills
Financial Services, Program Management, PMP, Project Portfolio..., Project Management, Change Management, Business Analysis, Systems Analysis, Leadership, Product Support, IT Strategy, PMO, Consulting, Strategy, Process Improvement, Vendor Management, Production Support, SDLC, Management, CRM, Product Management, Enterprise Software, Software Project..., Business Strategy, Integration, Quality Assurance, Business Process..., Cross-functional Team..., Testing, Infrastructure, Disaster Recovery, Business Process..., Requirements Gathering
Education
Boston University 1987 — 1989
MS, Management Information Systems
The University of Texas at Austin 1983 — 1987
BBA, Finance, Marketing
The Hebrew University 1985 — 1985
Semester abroad
Fidelity Investments August 2013 - July 2014
Fidelity Investments March 2010 - July 2013
Fidelity Investments June 2006 - December 2008
Fidelity Investments May 2004 - June 2006
Fidelity Investments May 2000 - July 2002
Fidelity Investments December 1996 - May 2000
Accenture (formerly Andersen Consulting) 1989 - 1996
Skills
Financial Services, Program Management, PMP, Project Portfolio..., Project Management, Change Management, Business Analysis, Systems Analysis, Leadership, Product Support, IT Strategy, PMO, Consulting, Strategy, Process Improvement, Vendor Management, Production Support, SDLC, Management, CRM, Product Management, Enterprise Software, Software Project..., Business Strategy, Integration, Quality Assurance, Business Process..., Cross-functional Team..., Testing, Infrastructure, Disaster Recovery, Business Process..., Requirements Gathering
Education
Boston University 1987 — 1989
MS, Management Information Systems
The University of Texas at Austin 1983 — 1987
BBA, Finance, Marketing
The Hebrew University 1985 — 1985
Semester abroad
Amy Oddo's Fidelity Investments Experience June 1991 - November 1992
Job public relations specialist
Industry Public Relations and Communications
Experience
Oddo Communications February 1995 - Present
United Way of Western CT 2009 - 2009
Aigner Associates January 1993 - November 1993
Fidelity Investments June 1991 - November 1992
Skills
Media Relations, Public Relations, Press Releases, Crisis Communications, Corporate Communications, Strategic Communications, Internal Communications, Social Media, Marketing Communications, Publicity, Event Planning, Newsletters, Proposal Writing, Interviews
Education
Boston University 1990 — 1993
Master of Science (MS), Public Relations/Image Management
Curry College 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Notre Dame Academy 1978 — 1982
Oddo Communications February 1995 - Present
United Way of Western CT 2009 - 2009
Aigner Associates January 1993 - November 1993
Fidelity Investments June 1991 - November 1992
Skills
Media Relations, Public Relations, Press Releases, Crisis Communications, Corporate Communications, Strategic Communications, Internal Communications, Social Media, Marketing Communications, Publicity, Event Planning, Newsletters, Proposal Writing, Interviews
Education
Boston University 1990 — 1993
Master of Science (MS), Public Relations/Image Management
Curry College 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Notre Dame Academy 1978 — 1982
Beth Keyser Beth Keyser's Fidelity Investments Experience July 2011 - Present
Job Learning & Development Consultant
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Morgan Stanley November 2010 - July 2011
Fidelity Investments November 2004 - November 2010
Education
Boston University 2002 — 2004
M.Ed., Human Resource Education
University of Virginia 1999 — 2000
M.S., Accounting - Tax
University of Virginia 1995 — 1999
B.S., Commerce - Accounting and Management Information Systems
Fidelity Investments July 2011 - Present
Morgan Stanley November 2010 - July 2011
Fidelity Investments November 2004 - November 2010
Education
Boston University 2002 — 2004
M.Ed., Human Resource Education
University of Virginia 1999 — 2000
M.S., Accounting - Tax
University of Virginia 1995 — 1999
B.S., Commerce - Accounting and Management Information Systems
Cathleen Napoli's Fidelity Investments Experience 1989 - 1992
Job Senior Vice President Business Solutions at Merrill Corporation
Industry Printing
Experience
Merrill Corporation 1999 - Present
Daniels Printing Company 1992 - 1999
Fidelity Investments 1989 - 1992
Skills
Print On Demand, Variable Data Printing, Offset Printing, Digital Printing, Print Management, Account Management, Direct Marketing, New Business Development, Lead Generation, B2B, Pre-press, Salesforce.com, Strategic Planning, Marketing Strategy, Color Management, Integrated Marketing, Wide Format Printing, Management, Strategic Partnerships, Cross-functional Team..., Email Marketing, Sales, Selling, Multi-channel Marketing, Solution Selling, Sales Process, Marketing, Product Marketing, Marketing Communications, Sales Operations, CRM, Customer Service, Advertising, Sales Management
Education
Boston University 1984 — 1988
BS Journalism, Political Science
Merrill Corporation 1999 - Present
Daniels Printing Company 1992 - 1999
Fidelity Investments 1989 - 1992
Skills
Print On Demand, Variable Data Printing, Offset Printing, Digital Printing, Print Management, Account Management, Direct Marketing, New Business Development, Lead Generation, B2B, Pre-press, Salesforce.com, Strategic Planning, Marketing Strategy, Color Management, Integrated Marketing, Wide Format Printing, Management, Strategic Partnerships, Cross-functional Team..., Email Marketing, Sales, Selling, Multi-channel Marketing, Solution Selling, Sales Process, Marketing, Product Marketing, Marketing Communications, Sales Operations, CRM, Customer Service, Advertising, Sales Management
Education
Boston University 1984 — 1988
BS Journalism, Political Science
Timothy Dugan Timothy Dugan's Fidelity Investments Experience September 1998 - October 2000
Job CTO / Director of Product Realization
Industry Computer Software
Experience
SABR Enterprises, LLC July 2015 - Present
Timothy Dugan October 2012 - July 2015
Philips Teletrol August 2005 - October 2012
JPMorgan Chase & Co. June 2001 - August 2005
KANA Software December 2000 - June 2001
Fidelity Investments September 1998 - October 2000
Textron Systems July 1996 - September 1998
Merrimack College January 1992 - June 1996
Cooperative Education with Vicor Corporation May 1995 - January 1996
Cabletron Systems January 1994 - September 1994
Skills
XML, Java, SQL, Unix, Oracle, JSP, JavaScript, Tomcat, MySQL, Software Development, Databases, Enterprise Architecture, C++, OOP, Apache, HTML, Java Enterprise Edition, Web Services, SDLC, Software Engineering, C, SOA, Servlets, Ant, IIS, AJAX, Sybase, Data Warehouse..., Jasper Reports, Actuate Reporting, Web Applications, JDBC, Visual Basic, Agile Methodologies, Enterprise Software, WebLogic, DB2, Web Development, CSS, ASP, Requirements Analysis, MVC Architecture, RESTful architecture, Object Oriented Design, EJB, MVC, VBScript, Software Project..., Software Quality..., Operating Systems
Education
Boston University 1998 — 2000
Master of Science, Administrative Studies for Innovation and Technology, Graduate
Merrimack College 1991 — 1996
Bachelor of Science, Double; Computer Science & Mathematics, Undergraduate
Reading High 1983 — 1988
SABR Enterprises, LLC July 2015 - Present
Timothy Dugan October 2012 - July 2015
Philips Teletrol August 2005 - October 2012
JPMorgan Chase & Co. June 2001 - August 2005
KANA Software December 2000 - June 2001
Fidelity Investments September 1998 - October 2000
Textron Systems July 1996 - September 1998
Merrimack College January 1992 - June 1996
Cooperative Education with Vicor Corporation May 1995 - January 1996
Cabletron Systems January 1994 - September 1994
Skills
XML, Java, SQL, Unix, Oracle, JSP, JavaScript, Tomcat, MySQL, Software Development, Databases, Enterprise Architecture, C++, OOP, Apache, HTML, Java Enterprise Edition, Web Services, SDLC, Software Engineering, C, SOA, Servlets, Ant, IIS, AJAX, Sybase, Data Warehouse..., Jasper Reports, Actuate Reporting, Web Applications, JDBC, Visual Basic, Agile Methodologies, Enterprise Software, WebLogic, DB2, Web Development, CSS, ASP, Requirements Analysis, MVC Architecture, RESTful architecture, Object Oriented Design, EJB, MVC, VBScript, Software Project..., Software Quality..., Operating Systems
Education
Boston University 1998 — 2000
Master of Science, Administrative Studies for Innovation and Technology, Graduate
Merrimack College 1991 — 1996
Bachelor of Science, Double; Computer Science & Mathematics, Undergraduate
Reading High 1983 — 1988
Valerie (Willette) Bovee, PMP Valerie (Willette) Bovee, PMP's Fidelity Investments Experience 2007 - 2011
Job Credit & Risk Management / Project Management (PMP) Financial Services
Industry Financial Services
Experience
Direct Capital Corporation 2014 - 2015
Vantiv 2011 - 2013
Fidelity Investments 2007 - 2011
Washington Mutual Card Services 2001 - 2006
JPMorgan Chase & Co. 1993 - 2000
Skills
PMP, Project Management, UAT coordination, Project Planning, Written & Oral..., Leadership, Management, Operations Management, Financial Risk, Credit Risk, Credit Analysis, Credit Cards, Microsoft Office, Financial Analysis, Retail Banking, Credit Card Transaction..., Financial Regulation, Oral & Written..., Portfolio Management, PowerPoint, Visio, Employee Training, Business Process..., Business Requirements, Agile & Waterfall..., SEC filings, Project Plans, Benefit Cost Analysis, Hiring Employees, Department Budgeting, Bank Mergers, Offshore Outsourcing, Leading Meetings, Third Party Vendor..., Contract Negotiation, Merchant Card Processing, Merchant Accounts, Financial Statement..., Risk Management, Customer Oriented, Client Relations Skills, Financial Services, Business Analysis, Analysis
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Keene State College
Bachelor of Arts (B.A.), Journalism & Political Science (dual major)
Boston University
Wine Studies at Elizabeth Bishop Wine Resource Center
Direct Capital Corporation 2014 - 2015
Vantiv 2011 - 2013
Fidelity Investments 2007 - 2011
Washington Mutual Card Services 2001 - 2006
JPMorgan Chase & Co. 1993 - 2000
Skills
PMP, Project Management, UAT coordination, Project Planning, Written & Oral..., Leadership, Management, Operations Management, Financial Risk, Credit Risk, Credit Analysis, Credit Cards, Microsoft Office, Financial Analysis, Retail Banking, Credit Card Transaction..., Financial Regulation, Oral & Written..., Portfolio Management, PowerPoint, Visio, Employee Training, Business Process..., Business Requirements, Agile & Waterfall..., SEC filings, Project Plans, Benefit Cost Analysis, Hiring Employees, Department Budgeting, Bank Mergers, Offshore Outsourcing, Leading Meetings, Third Party Vendor..., Contract Negotiation, Merchant Card Processing, Merchant Accounts, Financial Statement..., Risk Management, Customer Oriented, Client Relations Skills, Financial Services, Business Analysis, Analysis
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Keene State College
Bachelor of Arts (B.A.), Journalism & Political Science (dual major)
Boston University
Wine Studies at Elizabeth Bishop Wine Resource Center
Chapmann Chen's Fidelity Investments Experience August 2015 - Present
Job Campus Ambassador at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Boston University Finance and Investment Club January 2013 - Present
Fidelity Investments June 2015 - August 2015
THE ICONIC March 2015 - April 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Comptroller John Liu for Mayor July 2013 - August 2013
J.P. Morgan July 2012 - August 2012
NASA September 2011 - November 2011
Skills
Research, Microsoft Excel, Team Leadership, Bloomberg Terminal, Public Speaking, Finance, Equity Research, Financial Analysis, Regression Analysis, Monte Carlo Simulation, Microsoft Office
Education
Boston University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Brooklyn Technical High School 2008 — 2012
Fidelity Investments August 2015 - Present
Boston University Finance and Investment Club January 2013 - Present
Fidelity Investments June 2015 - August 2015
THE ICONIC March 2015 - April 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Comptroller John Liu for Mayor July 2013 - August 2013
J.P. Morgan July 2012 - August 2012
NASA September 2011 - November 2011
Skills
Research, Microsoft Excel, Team Leadership, Bloomberg Terminal, Public Speaking, Finance, Equity Research, Financial Analysis, Regression Analysis, Monte Carlo Simulation, Microsoft Office
Education
Boston University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Brooklyn Technical High School 2008 — 2012
Taeminn Song Taeminn Song's Fidelity Investments Experience 2000 - 2006
Job Special Assistant to AVP, IS&T at MIT
Industry Information Technology and Services
Experience
MIT January 2015 - Present
MIT July 2010 - Present
(independant) September 2006 - Present
Commonwealth of Massachusetts (Public Records Division) 2004 - Present
MIT 2007 - June 2010
Fidelity Investments 2000 - 2006
Merck 1997 - 2000
Renaissance Solutions 1995 - 1997
McKinsey 1994 - 1994
Digital Equipment Corporation 1985 - 1993
Skills
Program Management, Strategy, Leadership, Strategic Planning, Management, Change Management, Analysis, Governance, Business Development, Information Technology, Management Consulting, Enterprise Software, Disaster Recovery, Consulting, IT Strategy, Project Planning, Business Process..., Business Analysis, IT Business Strategy, Financial Services, Higher Education, Business Process..., Project Portfolio..., Nonprofits, Organizational..., Mobile Technology, Real Estate, Finance, Global Business..., Pipeline Development, Software Licensing, New Technology..., Non-profits, Notary Public, Human Resources, Project Management, Cross-functional Team..., Large System..., Collaborative Problem..., Digital Innovation, Technological Innovation
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MBA, IT, Business/Product Development
Boston University 1993 — 1993
Economics
University of Massachusetts Boston 1982 — 1984
BS, Management
Harvard University 1981 — 1981
Accounting, Economics
Chung-Ang University 1980 — 1981
Law
MIT January 2015 - Present
MIT July 2010 - Present
(independant) September 2006 - Present
Commonwealth of Massachusetts (Public Records Division) 2004 - Present
MIT 2007 - June 2010
Fidelity Investments 2000 - 2006
Merck 1997 - 2000
Renaissance Solutions 1995 - 1997
McKinsey 1994 - 1994
Digital Equipment Corporation 1985 - 1993
Skills
Program Management, Strategy, Leadership, Strategic Planning, Management, Change Management, Analysis, Governance, Business Development, Information Technology, Management Consulting, Enterprise Software, Disaster Recovery, Consulting, IT Strategy, Project Planning, Business Process..., Business Analysis, IT Business Strategy, Financial Services, Higher Education, Business Process..., Project Portfolio..., Nonprofits, Organizational..., Mobile Technology, Real Estate, Finance, Global Business..., Pipeline Development, Software Licensing, New Technology..., Non-profits, Notary Public, Human Resources, Project Management, Cross-functional Team..., Large System..., Collaborative Problem..., Digital Innovation, Technological Innovation
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MBA, IT, Business/Product Development
Boston University 1993 — 1993
Economics
University of Massachusetts Boston 1982 — 1984
BS, Management
Harvard University 1981 — 1981
Accounting, Economics
Chung-Ang University 1980 — 1981
Law
Beverly Banfield's Fidelity Investments Experience May 1976 - December 1982
Job Realtor
Industry Real Estate
Experience
Self-employed February 2013 - Present
Standish Mellon Asset Management April 1992 - December 2003
John Hancock Financial Services October 1989 - April 1992
International Heritage Corp January 1986 - February 1989
MetLife January 1983 - December 1986
Fidelity Investments May 1976 - December 1982
Skills
Client Relations Skills, Negotiation, Compliance, Contract Negotiation, Internal Controls, Strategic Planning, Investment Advisory, Portfolio Management, Funding, Start-ups, Investments, Mutual Funds, Real Estate, Valuation, Sellers, First Time Home Buyers, Investment Properties, Sales, Real Estate Transactions, Due Diligence
Education
Boston University
Self-employed February 2013 - Present
Standish Mellon Asset Management April 1992 - December 2003
John Hancock Financial Services October 1989 - April 1992
International Heritage Corp January 1986 - February 1989
MetLife January 1983 - December 1986
Fidelity Investments May 1976 - December 1982
Skills
Client Relations Skills, Negotiation, Compliance, Contract Negotiation, Internal Controls, Strategic Planning, Investment Advisory, Portfolio Management, Funding, Start-ups, Investments, Mutual Funds, Real Estate, Valuation, Sellers, First Time Home Buyers, Investment Properties, Sales, Real Estate Transactions, Due Diligence
Education
Boston University
Alyssa Roche Alyssa Roche's Fidelity Investments Experience January 1996 - June 1996
Job Temporarily Retired
Industry Information Technology and Services
Experience
Wipro Technologies September 2011 - November 2012
SAIC June 2000 - November 2012
Fidelity Investments January 1996 - June 1996
Skills
SQL, ABAP, Business Analysis, SAP R/3, Requirements Analysis, PL/SQL, ITIL, Oracle, SAP, Testing, IDOC, Requirements Gathering, SAP Implementation, User Acceptance Testing
Education
Boston University 1999 — 2000
Client/Server Application Certification, Information Technology
Northeastern University 1991 — 1996
Bachelor's degree, Accounting and Finance
Wipro Technologies September 2011 - November 2012
SAIC June 2000 - November 2012
Fidelity Investments January 1996 - June 1996
Skills
SQL, ABAP, Business Analysis, SAP R/3, Requirements Analysis, PL/SQL, ITIL, Oracle, SAP, Testing, IDOC, Requirements Gathering, SAP Implementation, User Acceptance Testing
Education
Boston University 1999 — 2000
Client/Server Application Certification, Information Technology
Northeastern University 1991 — 1996
Bachelor's degree, Accounting and Finance
Benjamin Jacobson's Fidelity Investments Experience June 2013 - Present
Job Associate Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Boston's Best Realty March 2011 - June 2013
Boston University School of Management September 2009 - May 2013
Fidelity Investments June 2012 - August 2012
Coldwell Banker United 2009 - 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Economics, Financial Analysis, Financial Modeling, Microsoft Office, Access, Market Research, Data Analysis, Financial Services, Analysis
Education
Boston University 2009 — 2013
Bachelor of Science, Finance, Economics
Beaver Country Day School 2002 — 2009
High School Diploma
Fidelity Investments June 2013 - Present
Boston's Best Realty March 2011 - June 2013
Boston University School of Management September 2009 - May 2013
Fidelity Investments June 2012 - August 2012
Coldwell Banker United 2009 - 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Economics, Financial Analysis, Financial Modeling, Microsoft Office, Access, Market Research, Data Analysis, Financial Services, Analysis
Education
Boston University 2009 — 2013
Bachelor of Science, Finance, Economics
Beaver Country Day School 2002 — 2009
High School Diploma
Anne L. Balazs Anne L. Balazs's Fidelity Investments Experience 1984 - 1985
Job Special Assistant to the Dean at Eastern Michigan University
Industry Education Management
Experience
Eastern Michigan University July 2014 - Present
Foundation for Saline Area Schools November 2011 - Present
Eastern Michigan University August 2008 - Present
American Council on Education May 2013 - July 2014
Saline Leadership Institute 2010 - 2011
MUW July 1996 - June 2008
HERS Management Institute 2006 - 2007
University of Oklahoma August 1990 - June 1996
University of Massachusetts 1985 - 1991
Fidelity Investments 1984 - 1985
Skills
Public Speaking, Integrated Marketing, Higher Education, Qualitative Research, Program Management, Teaching, Strategic Planning, Curriculum Design, Marketing, Public Relations, Marketing Communications, Student Affairs, Nonprofits, Statistics, Data Analysis, Research, University Teaching, Market Research, Marketing Strategy, SPSS, Customer Service, Microsoft Office, Academic Advising, Program Development, College Teaching, Grant Writing, Leadership
Education
Isenberg School of Management, UMass Amherst 1985 — 1991
Ph.D., Business Administration
Boston University 1982 — 1984
post-grad, Economic Development
Smith College 1978 — 1982
A. B., Economics
Eastern Michigan University July 2014 - Present
Foundation for Saline Area Schools November 2011 - Present
Eastern Michigan University August 2008 - Present
American Council on Education May 2013 - July 2014
Saline Leadership Institute 2010 - 2011
MUW July 1996 - June 2008
HERS Management Institute 2006 - 2007
University of Oklahoma August 1990 - June 1996
University of Massachusetts 1985 - 1991
Fidelity Investments 1984 - 1985
Skills
Public Speaking, Integrated Marketing, Higher Education, Qualitative Research, Program Management, Teaching, Strategic Planning, Curriculum Design, Marketing, Public Relations, Marketing Communications, Student Affairs, Nonprofits, Statistics, Data Analysis, Research, University Teaching, Market Research, Marketing Strategy, SPSS, Customer Service, Microsoft Office, Academic Advising, Program Development, College Teaching, Grant Writing, Leadership
Education
Isenberg School of Management, UMass Amherst 1985 — 1991
Ph.D., Business Administration
Boston University 1982 — 1984
post-grad, Economic Development
Smith College 1978 — 1982
A. B., Economics
Alina Rozenberg Alina Rozenberg's Fidelity Investments Experience October 1995 - April 1999
Job Senior Product Manager
Industry Computer Software
Experience
Westford Regency Inn Health Club September 2012 - Present
Fidelity February 2009 - Present
Veritude/ Fidelity Investments September 2006 - February 2009
SunGard Financial Systems February 2004 - March 2006
RulesPower Inc., October 2002 - January 2004
Kronos April 1999 - May 2002
Fidelity Investments October 1995 - April 1999
Unisys January 1995 - October 1995
Education
Boston University
MS, Computer Science
Rochester Institute of Technology 1990 — 1993
BS, Computer Science
Westford Regency Inn Health Club September 2012 - Present
Fidelity February 2009 - Present
Veritude/ Fidelity Investments September 2006 - February 2009
SunGard Financial Systems February 2004 - March 2006
RulesPower Inc., October 2002 - January 2004
Kronos April 1999 - May 2002
Fidelity Investments October 1995 - April 1999
Unisys January 1995 - October 1995
Education
Boston University
MS, Computer Science
Rochester Institute of Technology 1990 — 1993
BS, Computer Science
Tracy Jacks Tracy Jacks's Fidelity Investments Experience September 2011 - August 2013
Job Marketing Assistant at Osterweis Capital Management
Industry Financial Services
Experience
Osterweis Capital Management August 2013 - Present
Fidelity Investments September 2011 - August 2013
Pongo Resume January 2011 - July 2011
Self-Employed February 2010 - January 2011
FLM Graphics September 2010 - December 2010
Workscape, Inc. September 2009 - February 2010
Fidelity Investments January 2009 - September 2009
Fidelity Investments February 2006 - December 2008
Sun Chronicle September 2005 - December 2005
Public Consulting Group, Inc. July 2001 - July 2003
Skills
Project Management, Copy Editing, Social Media, Internal Communications, Editing, Corporate Communications, Marketing Communications, Content Development, Public Relations, Social Media Marketing, Newsletters, Email Marketing, Strategic Communications, Press Releases, Microsoft Office, Online Advertising, Technical Writing, Adobe Acrobat, Content Management, Blogging
Education
Animal Behavior College 2009 — 2010
Training Certification, Dog Obedience
Boston University 2004 — 2006
MS, Print Journalism
Ithaca College 1997 — 2001
BS, Corporate Communication
Osterweis Capital Management August 2013 - Present
Fidelity Investments September 2011 - August 2013
Pongo Resume January 2011 - July 2011
Self-Employed February 2010 - January 2011
FLM Graphics September 2010 - December 2010
Workscape, Inc. September 2009 - February 2010
Fidelity Investments January 2009 - September 2009
Fidelity Investments February 2006 - December 2008
Sun Chronicle September 2005 - December 2005
Public Consulting Group, Inc. July 2001 - July 2003
Skills
Project Management, Copy Editing, Social Media, Internal Communications, Editing, Corporate Communications, Marketing Communications, Content Development, Public Relations, Social Media Marketing, Newsletters, Email Marketing, Strategic Communications, Press Releases, Microsoft Office, Online Advertising, Technical Writing, Adobe Acrobat, Content Management, Blogging
Education
Animal Behavior College 2009 — 2010
Training Certification, Dog Obedience
Boston University 2004 — 2006
MS, Print Journalism
Ithaca College 1997 — 2001
BS, Corporate Communication
Steve Mark, CFA Steve Mark, CFA's Fidelity Investments Experience July 2014 - Present
Job Vice President, Relationship Management Fidelity Charitable at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
MicroLoan Foundation USA February 2011 - Present
Fidelity Investments 2012 - July 2014
Fidelity Investments 2012 - 2012
Wellington Management 2011 - 2011
TIAA-CREF 2004 - 2010
SRM Associates 2002 - 2004
Fidelity Investments 1996 - 2002
Fidelity Investments Institutional Services Co./Offshore Group 1999 - 2001
COOPERS & LYBRAND CONSULTING, BOSTON, MA 1993 - 1996
Skills
Business Relationship..., Superior Client Service, Net Promoter Score, Client Experience, Industry Research, Market Research, Program Management, Product Management, Microfinance, International Finance, Product Strategies, Institutional Investors, Client Segmentation, Business Strategy, Emerging Markets, Financial Modeling, Wealth Management, Distribution, Asset Management, International Business, Balanced Scorecard, Performance Metrics, Intermediary, Strategic Consulting, Strategy Development, Marketing Strategy, CRM software, Business Process..., Lean Sigma, Email Marketing, Competitive Analysis, Financial Analysis, Financial Planning, Managed Accounts, Mutual Funds, 403(b), Revenue Sharing, Business Planning, Capacity Building, Strategic Planning, Strategy, Asset Managment, CRM, Strategic Financial..., Financial Services, Institutional..., Executive Management, Investments, Portfolio Management
Education
Tufts University 2012 — 2012
Microfinance (Independent Coursework)
Boston University 1990 — 1992
MBA, Finance / International
Union College 1978 — 1982
Bachelor of Arts, Economics
Union College 1978 — 1982
BA, Economics, Economics
Fidelity Investments July 2014 - Present
MicroLoan Foundation USA February 2011 - Present
Fidelity Investments 2012 - July 2014
Fidelity Investments 2012 - 2012
Wellington Management 2011 - 2011
TIAA-CREF 2004 - 2010
SRM Associates 2002 - 2004
Fidelity Investments 1996 - 2002
Fidelity Investments Institutional Services Co./Offshore Group 1999 - 2001
COOPERS & LYBRAND CONSULTING, BOSTON, MA 1993 - 1996
Skills
Business Relationship..., Superior Client Service, Net Promoter Score, Client Experience, Industry Research, Market Research, Program Management, Product Management, Microfinance, International Finance, Product Strategies, Institutional Investors, Client Segmentation, Business Strategy, Emerging Markets, Financial Modeling, Wealth Management, Distribution, Asset Management, International Business, Balanced Scorecard, Performance Metrics, Intermediary, Strategic Consulting, Strategy Development, Marketing Strategy, CRM software, Business Process..., Lean Sigma, Email Marketing, Competitive Analysis, Financial Analysis, Financial Planning, Managed Accounts, Mutual Funds, 403(b), Revenue Sharing, Business Planning, Capacity Building, Strategic Planning, Strategy, Asset Managment, CRM, Strategic Financial..., Financial Services, Institutional..., Executive Management, Investments, Portfolio Management
Education
Tufts University 2012 — 2012
Microfinance (Independent Coursework)
Boston University 1990 — 1992
MBA, Finance / International
Union College 1978 — 1982
Bachelor of Arts, Economics
Union College 1978 — 1982
BA, Economics, Economics
Bob Mittelholzer's Fidelity Investments Experience September 2004 - June 2007
Job Experienced Marketing Expert
Industry Marketing and Advertising
Experience
29 Rhino LLC January 2012 - Present
Underground Elephant January 2011 - January 2012
Tatto Media March 2009 - January 2011
- June 2007 - December 2008
Fidelity Investments September 2004 - June 2007
Skills
Brand Management, Account Management, Online Advertising, Lead Generation, Digital Marketing, Social Media Marketing, E-commerce, Marketing Strategy, Digital Media, Social Media
Education
Boston University 2011 — 2014
Master of Business Administration (MBA), International Marketing and Entrepreneurship
College of the Holy Cross 2000 — 2004
Bachelor of Arts, History
University of Melbourne 2003 — 2003
History
29 Rhino LLC January 2012 - Present
Underground Elephant January 2011 - January 2012
Tatto Media March 2009 - January 2011
- June 2007 - December 2008
Fidelity Investments September 2004 - June 2007
Skills
Brand Management, Account Management, Online Advertising, Lead Generation, Digital Marketing, Social Media Marketing, E-commerce, Marketing Strategy, Digital Media, Social Media
Education
Boston University 2011 — 2014
Master of Business Administration (MBA), International Marketing and Entrepreneurship
College of the Holy Cross 2000 — 2004
Bachelor of Arts, History
University of Melbourne 2003 — 2003
History
Beth McMacken's Fidelity Investments Experience 1999 - 2000
Job Owner, Athena Communications
Industry Marketing and Advertising
Experience
Athena Communications May 1991 - Present
Fidelity Investments 1999 - 2000
Brookline Adult Education Center 1994 - 1998
Matzell, RIchard & Watts 1991 - 1995
Silver Burdett & Ginn 1991 - 1992
Skills
Art Direction, Brochure Development, Video Development, Logo Design, Advertising Campaign..., Creative Direction, Key Message Development, Integrated Campaign..., Media Planning, Corporate Identity, Logo Development, Communications..., Web Design, Graphic Design, Typography, Website Development, Brochures, Advertising, Political Advertising, Photoshop, Illustrator, Adobe Creative Suite, Strategic Communications, Video, Marketing, Direct Mail, Photography, Copywriting, Email Marketing, Brand Development, Promotions, Corporate Communications, Corporate Branding, Graphics, Catalogs, Branding & Identity, SEO, Newsletters, Product Marketing, Creative Strategy, Social Media Marketing, Marketing Strategy, Online Marketing, Fun, Marketing Communications
Education
Boston University 1984 — 1988
BS and MFA, BS Mass Communication and Public Relations, MFA Fine Arts, Graphic Design
Athena Communications May 1991 - Present
Fidelity Investments 1999 - 2000
Brookline Adult Education Center 1994 - 1998
Matzell, RIchard & Watts 1991 - 1995
Silver Burdett & Ginn 1991 - 1992
Skills
Art Direction, Brochure Development, Video Development, Logo Design, Advertising Campaign..., Creative Direction, Key Message Development, Integrated Campaign..., Media Planning, Corporate Identity, Logo Development, Communications..., Web Design, Graphic Design, Typography, Website Development, Brochures, Advertising, Political Advertising, Photoshop, Illustrator, Adobe Creative Suite, Strategic Communications, Video, Marketing, Direct Mail, Photography, Copywriting, Email Marketing, Brand Development, Promotions, Corporate Communications, Corporate Branding, Graphics, Catalogs, Branding & Identity, SEO, Newsletters, Product Marketing, Creative Strategy, Social Media Marketing, Marketing Strategy, Online Marketing, Fun, Marketing Communications
Education
Boston University 1984 — 1988
BS and MFA, BS Mass Communication and Public Relations, MFA Fine Arts, Graphic Design
Tracey Gordon's Fidelity Investments Experience October 1987 - April 1994
Job Communications positioning
Industry Public Relations and Communications
Experience
FOLIOfn June 2014 - February 2015
Edelman January 2011 - March 2013
ING (Voya) Investment Management November 2004 - June 2009
Charles Schwab April 1996 - October 1999
Morgan Stanley April 1994 - March 1996
Fidelity Investments October 1987 - April 1994
Skills
Corporate Communications, Media Relations, Thought Leadership, Crisis Communications, Internal Communications, Strategic Communications, Financial Services, Strategy, Blogging, New Media, Crisis Management, Marketing, Messaging, Speech Writing, Public Relations, Journalism, Reputation Management, Spokesperson, Digital Marketing, Message Development, Communication Training, Positioning, Leadership, Communications Planning, Press Releases, Public Affairs, Investor Relations, Content Development, Analyst Relations
Education
Boston University 1983 — 1985
M.S.
The University of Manchester 1979 — 1983
B.S.
FOLIOfn June 2014 - February 2015
Edelman January 2011 - March 2013
ING (Voya) Investment Management November 2004 - June 2009
Charles Schwab April 1996 - October 1999
Morgan Stanley April 1994 - March 1996
Fidelity Investments October 1987 - April 1994
Skills
Corporate Communications, Media Relations, Thought Leadership, Crisis Communications, Internal Communications, Strategic Communications, Financial Services, Strategy, Blogging, New Media, Crisis Management, Marketing, Messaging, Speech Writing, Public Relations, Journalism, Reputation Management, Spokesperson, Digital Marketing, Message Development, Communication Training, Positioning, Leadership, Communications Planning, Press Releases, Public Affairs, Investor Relations, Content Development, Analyst Relations
Education
Boston University 1983 — 1985
M.S.
The University of Manchester 1979 — 1983
B.S.
Bradley Berk's Fidelity Investments Experience May 2012 - August 2012
Job Software Engineer II at Lookout
Industry Computer Software
Experience
Lookout July 2015 - Present
Lime Brokerage LLC September 2013 - July 2015
Pitch App September 2012 - September 2013
Fidelity Investments May 2012 - August 2012
The Interactive Home May 2011 - August 2011
Skills
C++, Matlab, Verilog, Xilinx, Java, C#, .NET, Excel, Word
Education
Boston University 2009 — 2013
Bachelor of Science (BS), Computer Engineering
Lookout July 2015 - Present
Lime Brokerage LLC September 2013 - July 2015
Pitch App September 2012 - September 2013
Fidelity Investments May 2012 - August 2012
The Interactive Home May 2011 - August 2011
Skills
C++, Matlab, Verilog, Xilinx, Java, C#, .NET, Excel, Word
Education
Boston University 2009 — 2013
Bachelor of Science (BS), Computer Engineering
Victor DiMartino, CFP® Victor DiMartino, CFP®'s Fidelity Investments Experience July 2014 - Present
Job Investments Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Park Avenue Securities 2011 - July 2014
Adcuro 2007 - 2011
Harte-Hanks 2004 - 2007
Harte-Hanks 2000 - 2004
Harte-Hanks 1997 - 2000
Harte-Hanks 1994 - 1997
Higher Education Student Assistance Authority 1982 - 1994
Education
Rutgers University-New Brunswick 1978 — 1982
BS, Computer Science/Economics
Boston University 2009 — 2010
Certificate Program For Financial Planners
Fidelity Investments July 2014 - Present
Park Avenue Securities 2011 - July 2014
Adcuro 2007 - 2011
Harte-Hanks 2004 - 2007
Harte-Hanks 2000 - 2004
Harte-Hanks 1997 - 2000
Harte-Hanks 1994 - 1997
Higher Education Student Assistance Authority 1982 - 1994
Education
Rutgers University-New Brunswick 1978 — 1982
BS, Computer Science/Economics
Boston University 2009 — 2010
Certificate Program For Financial Planners
Anne Sipio Anne Sipio's Fidelity Investments Experience July 2014 - Present
Job Product Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments April 2012 - June 2014
Boston University Ad Lab January 2012 - May 2012
Boston University September 2011 - May 2012
Conover Tuttle Pace June 2011 - August 2011
Connelly Partners January 2011 - June 2011
Elevate Communications September 2010 - December 2010
Boston Bruins Foundation January 2010 - June 2010
Skills
Social Media, Advertising, Digital Marketing, Event Planning, Public Relations, Press Releases, Leadership, Microsoft Office, Illustrator, Marketing, Cision, InDesign
Education
Boston University 2012 — 2014
Master's Degree, Advertising/Marketing
Northeastern University 2008 — 2011
Bachelor of Arts, Marketing Communications G.P.A. 3.67
Fidelity Investments July 2014 - Present
Fidelity Investments April 2012 - June 2014
Boston University Ad Lab January 2012 - May 2012
Boston University September 2011 - May 2012
Conover Tuttle Pace June 2011 - August 2011
Connelly Partners January 2011 - June 2011
Elevate Communications September 2010 - December 2010
Boston Bruins Foundation January 2010 - June 2010
Skills
Social Media, Advertising, Digital Marketing, Event Planning, Public Relations, Press Releases, Leadership, Microsoft Office, Illustrator, Marketing, Cision, InDesign
Education
Boston University 2012 — 2014
Master's Degree, Advertising/Marketing
Northeastern University 2008 — 2011
Bachelor of Arts, Marketing Communications G.P.A. 3.67
Bryan Pinero's Fidelity Investments Experience 2007 - 2009
Job Investment Accountant at FourWinds Capital Management
Industry Investment Management
Experience
FourWinds Capital Management April 2011 - Present
Remorca Fitness LLC 2009 - 2011
Fidelity Investments 2007 - 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Financial Modeling, Microsoft Office, Outlook, Customer Service, Financial Reporting, Process Improvement
Education
Boston University 2002 — 2006
BSBA, Finance
Boston University Questrom School of Business 2002 — 2006
2006, Finance
FourWinds Capital Management April 2011 - Present
Remorca Fitness LLC 2009 - 2011
Fidelity Investments 2007 - 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Financial Modeling, Microsoft Office, Outlook, Customer Service, Financial Reporting, Process Improvement
Education
Boston University 2002 — 2006
BSBA, Finance
Boston University Questrom School of Business 2002 — 2006
2006, Finance
Brendan Mahoney, CFA Brendan Mahoney, CFA's Fidelity Investments Experience September 2006 - September 2007
Job ETF Institutional Business Development at First Trust
Industry Financial Services
Experience
First Trust October 2014 - Present
State Street September 2011 - October 2014
State Street May 2010 - September 2011
State Street 2007 - May 2010
Fidelity Investments September 2006 - September 2007
Turan Corporation September 2002 - September 2006
Skills
Corporate Development, Mutual Funds, Hedge Funds, Capital Markets, Alternative Investments, Financial Advisory, Asset Allocation, Equity Research, Competitive Analysis, Derivatives, ETFs, FINRA, Trading, Financial Modeling, Emerging Markets, Financial Markets, Options, Series 63, Wealth Management..., Fixed Income, Investment Banking, Bloomberg, Equities
Education
Boston University 2002 — 2005
BS, Business Management
Franciscan University of Steubenville 2000 — 2002
The Trivium School 1998 — 2000
First Trust October 2014 - Present
State Street September 2011 - October 2014
State Street May 2010 - September 2011
State Street 2007 - May 2010
Fidelity Investments September 2006 - September 2007
Turan Corporation September 2002 - September 2006
Skills
Corporate Development, Mutual Funds, Hedge Funds, Capital Markets, Alternative Investments, Financial Advisory, Asset Allocation, Equity Research, Competitive Analysis, Derivatives, ETFs, FINRA, Trading, Financial Modeling, Emerging Markets, Financial Markets, Options, Series 63, Wealth Management..., Fixed Income, Investment Banking, Bloomberg, Equities
Education
Boston University 2002 — 2005
BS, Business Management
Franciscan University of Steubenville 2000 — 2002
The Trivium School 1998 — 2000
Aram Nalbandyan Aram Nalbandyan's Fidelity Investments Experience August 1995 - June 2010
Job President ALPHA Construction and Design Inc.
Industry Construction
Experience
Alpha Construction and Design Inc January 2004 - Present
Fidelity Investments August 1995 - June 2010
Skills
Renovation, Construction, Small Business, Process Improvement, Disaster Recovery, Vendor Management, SharePoint, Contractors, Custom Decks, Kitchen, Project Management, Project Planning, Residential Homes, Whole House Renovations, Budgets
Education
Boston University 2005 — 2006
Certification, Project Management
Middlesex Community College 1992 — 1994
Alpha Construction and Design Inc January 2004 - Present
Fidelity Investments August 1995 - June 2010
Skills
Renovation, Construction, Small Business, Process Improvement, Disaster Recovery, Vendor Management, SharePoint, Contractors, Custom Decks, Kitchen, Project Management, Project Planning, Residential Homes, Whole House Renovations, Budgets
Education
Boston University 2005 — 2006
Certification, Project Management
Middlesex Community College 1992 — 1994
Alon Levy's Fidelity Investments Experience August 2003 - February 2005
Job Angel Investor
Industry Financial Services
Experience
Crestrade LP 2009 - 2013
Morgan Stanley Smith Barney April 2005 - July 2008
Fidelity Investments August 2003 - February 2005
Education
Boston University 1999 — 2003
BA, Finance
Crestrade LP 2009 - 2013
Morgan Stanley Smith Barney April 2005 - July 2008
Fidelity Investments August 2003 - February 2005
Education
Boston University 1999 — 2003
BA, Finance
Stephen Stranieri Stephen Stranieri's Fidelity Investments Experience December 2014 - Present
Job Vice President, Technology Management, Front and Middle Office Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2011 - December 2014
Fidelity Investments May 2008 - February 2011
The Read Seed, Inc. February 2009 - October 2010
Fidelity Investments December 2005 - April 2008
Fidelity Investments December 1998 - November 2006
Fidelity Investments September 1994 - November 1998
Stop & Shop Supermarket Company 1992 - 1994
Multibank Service Center 1987 - 1992
Education
Boston University
MS, Computer Information Systems
Central New England College
AA, Computer Information Systems
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate in Strategy and Innovation
Worcester State University
BA, History
Fidelity Investments December 2014 - Present
Fidelity Investments February 2011 - December 2014
Fidelity Investments May 2008 - February 2011
The Read Seed, Inc. February 2009 - October 2010
Fidelity Investments December 2005 - April 2008
Fidelity Investments December 1998 - November 2006
Fidelity Investments September 1994 - November 1998
Stop & Shop Supermarket Company 1992 - 1994
Multibank Service Center 1987 - 1992
Education
Boston University
MS, Computer Information Systems
Central New England College
AA, Computer Information Systems
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate in Strategy and Innovation
Worcester State University
BA, History
Michael J. Rielly's Fidelity Investments Experience July 1998 - December 1999
Job Independent Marketing Professional, Copywriter, Storyteller, Soothsayer
Industry Marketing and Advertising
Experience
Wordsmith for Hire August 1996 - Present
VistaPrint May 2007 - September 2007
Fidelity Investments July 1998 - December 1999
Skills
Copywriting, Strategy, Advertising, Direct Marketing, Marketing Strategy, Fundraising, Creative Direction, Direct Mail, Brand Development, Marketing
Education
Boston University 1987 — 1989
Wordsmith for Hire August 1996 - Present
VistaPrint May 2007 - September 2007
Fidelity Investments July 1998 - December 1999
Skills
Copywriting, Strategy, Advertising, Direct Marketing, Marketing Strategy, Fundraising, Creative Direction, Direct Mail, Brand Development, Marketing
Education
Boston University 1987 — 1989
Steve Viens's Fidelity Investments Experience March 2003 - September 2004
Job Director, IT Architecture at Liberty Mutual
Industry Computer Software
Experience
Liberty Mutual Insurance October 2013 - Present
The Apache Software Foundation June 2002 - Present
Liberty Mutual Insurance September 2004 - October 2013
Fidelity Investments March 2003 - September 2004
InflexionPoint Inc. February 2002 - March 2003
Bowstreet Software December 1999 - February 2002
Liberty Mutual Insurance February 1986 - December 1999
Skills
SOA, API Development, Mobile Application..., Cloud Computing, Enterprise Integration, Java Enterprise Edition, Integration, Java, Microservice..., Software Development, Enterprise Software, Websphere, DevOps, Enterprise Architecture, SDLC, Architecture, Agile Methodologies, Apache, Web Services, XML, DB2, Architectures, Open Source, WebSphere Application..., SOAP, UDDI, NoSQL, Eclipse RCP, Google App Engine, iOS, PhoneGap, Hybrid Cloud, PaaS, IaaS
Education
Boston University 2010 — 2014
Master’s Degree, Computer Information Systems
Southern New Hampshire University 2002 — 2005
Bachelor’s Degree, Business Studies Computer Information Technology
Champlain College 1984 — 1985
Associate’s Degree, Data Processing
Liberty Mutual Insurance October 2013 - Present
The Apache Software Foundation June 2002 - Present
Liberty Mutual Insurance September 2004 - October 2013
Fidelity Investments March 2003 - September 2004
InflexionPoint Inc. February 2002 - March 2003
Bowstreet Software December 1999 - February 2002
Liberty Mutual Insurance February 1986 - December 1999
Skills
SOA, API Development, Mobile Application..., Cloud Computing, Enterprise Integration, Java Enterprise Edition, Integration, Java, Microservice..., Software Development, Enterprise Software, Websphere, DevOps, Enterprise Architecture, SDLC, Architecture, Agile Methodologies, Apache, Web Services, XML, DB2, Architectures, Open Source, WebSphere Application..., SOAP, UDDI, NoSQL, Eclipse RCP, Google App Engine, iOS, PhoneGap, Hybrid Cloud, PaaS, IaaS
Education
Boston University 2010 — 2014
Master’s Degree, Computer Information Systems
Southern New Hampshire University 2002 — 2005
Bachelor’s Degree, Business Studies Computer Information Technology
Champlain College 1984 — 1985
Associate’s Degree, Data Processing
Andrea Edwards Andrea Edwards's Fidelity Investments Experience 2009 - 2010
Job President at SwiftRiver Associates Consulting | Coaching | Working Mindfully
Industry Management Consulting
Experience
SwiftRiver Associates 2011 - Present
Ropes & Gray LLP 2010 - 2011
Fidelity Investments 2009 - 2010
Fidelity Investments 2006 - 2009
Sapient Corporation 2004 - 2006
IBM Global Services 2001 - 2003
Mainspring 2000 - 2001
The Boston Consulting Group 1994 - 2000
Allmerica Financial - Benexco 1993 - 1994
Starwood Hotels & Resorts Worldwide, Inc. 1990 - 1993
Skills
Talent Management, Executive Coaching, Leadership Development, Workshop Facilitation, Mindful Leadership, Change Management, Team Effectiveness, Strategy, Employee Engagement, Leadership Retreats, Strategic Planning, Mindfulness Meditation, Organizational..., Organizational..., Performance Management, Coaching, Management Consulting, Human Resources, Organizational Design, Leadership, Program Management, Onboarding, Succession Planning, Management, Workforce Planning, Process Improvement, Training, HRIS
Education
Boston University 1985 — 1989
William James College
Graduate Certificate Executive Coaching (GCEC)
SwiftRiver Associates 2011 - Present
Ropes & Gray LLP 2010 - 2011
Fidelity Investments 2009 - 2010
Fidelity Investments 2006 - 2009
Sapient Corporation 2004 - 2006
IBM Global Services 2001 - 2003
Mainspring 2000 - 2001
The Boston Consulting Group 1994 - 2000
Allmerica Financial - Benexco 1993 - 1994
Starwood Hotels & Resorts Worldwide, Inc. 1990 - 1993
Skills
Talent Management, Executive Coaching, Leadership Development, Workshop Facilitation, Mindful Leadership, Change Management, Team Effectiveness, Strategy, Employee Engagement, Leadership Retreats, Strategic Planning, Mindfulness Meditation, Organizational..., Organizational..., Performance Management, Coaching, Management Consulting, Human Resources, Organizational Design, Leadership, Program Management, Onboarding, Succession Planning, Management, Workforce Planning, Process Improvement, Training, HRIS
Education
Boston University 1985 — 1989
William James College
Graduate Certificate Executive Coaching (GCEC)
Alex Mako Alex Mako's Fidelity Investments Experience May 2014 - Present
Job Background Investigator at Fidelity Investments
Industry Security and Investigations
Experience
Fidelity Investments May 2014 - Present
Atkinson School October 2013 - May 2014
Fun Language October 2012 - October 2013
First Leap: Future Leaders Institute July 2011 - July 2012
2011 United Party Rental June 2007 - June 2011
New Haven Adult Probation September 2010 - January 2011
2006 January 2007 - January 2008
Skills
Mandarin, Spanish, Customer Service, Microsoft Office, Teaching, PowerPoint, Background Checks, Private Investigations, Sales
Education
Boston University 2014 — 2014
Professional Investigation Certification, Professional Investigaton
Quinnipiac University 2007 — 2011
Bachelor of Arts Degree, Criminal Justice, 3.0
North Andover High School North 2003 — 2007
High School diploma
Fidelity Investments May 2014 - Present
Atkinson School October 2013 - May 2014
Fun Language October 2012 - October 2013
First Leap: Future Leaders Institute July 2011 - July 2012
2011 United Party Rental June 2007 - June 2011
New Haven Adult Probation September 2010 - January 2011
2006 January 2007 - January 2008
Skills
Mandarin, Spanish, Customer Service, Microsoft Office, Teaching, PowerPoint, Background Checks, Private Investigations, Sales
Education
Boston University 2014 — 2014
Professional Investigation Certification, Professional Investigaton
Quinnipiac University 2007 — 2011
Bachelor of Arts Degree, Criminal Justice, 3.0
North Andover High School North 2003 — 2007
High School diploma
Brian Meyers's Fidelity Investments Experience May 2011 - September 2011
Job Software Engineer at Spongecell
Industry Computer Software
Experience
Spongecell December 2014 - Present
Pefin, Inc. August 2013 - December 2014
We-Care.com August 2012 - August 2013
Orpster LLC June 2011 - August 2012
Fidelity Investments May 2011 - September 2011
Fidelity Investments June 2010 - August 2010
Boston Financial Data Services February 2009 - July 2009
Stone Hearth Pizza Co May 2006 - August 2007
Unica Corporation June 2005 - August 2005
Skills
JavaScript, Java, PHP, Web Applications, jQuery, Ember.js, Backbone.js, HTML 5, User Experience Design, C#, Android, Wordpress, Photoshop, SQL, MongoDB, CSS, Git, Ruby on Rails, AngularJS, iOS
Education
Boston University 2007 — 2012
BS, Computer Engineering
Spongecell December 2014 - Present
Pefin, Inc. August 2013 - December 2014
We-Care.com August 2012 - August 2013
Orpster LLC June 2011 - August 2012
Fidelity Investments May 2011 - September 2011
Fidelity Investments June 2010 - August 2010
Boston Financial Data Services February 2009 - July 2009
Stone Hearth Pizza Co May 2006 - August 2007
Unica Corporation June 2005 - August 2005
Skills
JavaScript, Java, PHP, Web Applications, jQuery, Ember.js, Backbone.js, HTML 5, User Experience Design, C#, Android, Wordpress, Photoshop, SQL, MongoDB, CSS, Git, Ruby on Rails, AngularJS, iOS
Education
Boston University 2007 — 2012
BS, Computer Engineering
Albert (Aj) Peluso's Fidelity Investments Experience April 2015 - Present
Job Corporate Actions Analyst At Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Paycom September 2014 - January 2015
JPMorgan Chase June 2013 - September 2013
Best Buy June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Facebook, Customer Service, Public Speaking, Mac OS X, Sales, Management, Retail, Inventory Management, Social Media Marketing, Data Analysis, Surveying, Teamwork, Social Networking, OS X, Financial Analysis, Marketing, Twitter, Operations Management, Information Systems, Mobile Devices, Financial Accounting, Employment Law
Education
Boston University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Senior
Farmington High School 2006 — 2010
Fidelity Investments April 2015 - Present
Paycom September 2014 - January 2015
JPMorgan Chase June 2013 - September 2013
Best Buy June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Facebook, Customer Service, Public Speaking, Mac OS X, Sales, Management, Retail, Inventory Management, Social Media Marketing, Data Analysis, Surveying, Teamwork, Social Networking, OS X, Financial Analysis, Marketing, Twitter, Operations Management, Information Systems, Mobile Devices, Financial Accounting, Employment Law
Education
Boston University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Senior
Farmington High School 2006 — 2010
Ethan Field Williams, MSPM, PMP Ethan Field Williams, MSPM, PMP's Fidelity Investments Experience 2006 - 2008
Job
Industry Hospital & Health Care
Experience
Montefiore Information Technology 2012 - Present
Emerson Ecologics 2009 - 2012
Fidelity Investments 2006 - 2008
Comcast 2002 - 2006
Sun Life Financial 2000 - 2002
Education
Boston University
M.S, Management, concentration in Project Management
University at Albany, SUNY
B.A, Economics, minor in Business Administration
Project Management Institute
The Life Office Management Association
Montefiore Information Technology 2012 - Present
Emerson Ecologics 2009 - 2012
Fidelity Investments 2006 - 2008
Comcast 2002 - 2006
Sun Life Financial 2000 - 2002
Education
Boston University
M.S, Management, concentration in Project Management
University at Albany, SUNY
B.A, Economics, minor in Business Administration
Project Management Institute
The Life Office Management Association
Xiao P. Yang's Fidelity Investments Experience June 2007 - August 2007
Job Data Engineer
Industry Information Technology and Services
Experience
Santander Consumer USA Inc. March 2012 - April 2013
Epsilon, Alliance Data System 2008 - 2011
Fidelity Investments June 2007 - August 2007
Three Bridges System Inc. 2004 - 2006
UTStarcom 2000 - 2003
China Telecom 1995 - 2000
Skills
Certificate of..., Databases, Business Intelligence, SQL, Microsoft SQL Server, Email Marketing, SharePoint, SSIS, Management, ETL, Visio, SDLC, Agile Methodologies, Process Improvement, Data Modeling, Data Warehousing
Education
Boston University 2006 — 2008
Master’s Degree, MS, Infirmation System
Boston University Questrom School of Business 2006 — 2008
Master of Business Administration (MBA)
Santander Consumer USA Inc. March 2012 - April 2013
Epsilon, Alliance Data System 2008 - 2011
Fidelity Investments June 2007 - August 2007
Three Bridges System Inc. 2004 - 2006
UTStarcom 2000 - 2003
China Telecom 1995 - 2000
Skills
Certificate of..., Databases, Business Intelligence, SQL, Microsoft SQL Server, Email Marketing, SharePoint, SSIS, Management, ETL, Visio, SDLC, Agile Methodologies, Process Improvement, Data Modeling, Data Warehousing
Education
Boston University 2006 — 2008
Master’s Degree, MS, Infirmation System
Boston University Questrom School of Business 2006 — 2008
Master of Business Administration (MBA)
Charlene J. Zeiberg's Fidelity Investments Experience September 1986 - March 1988
Job Designing custom learning and talent development solutions that help organizations execute their business strategy
Industry Professional Training & Coaching
Experience
Zeiberg Consulting February 1999 - Present
PaineWebber March 1997 - February 1999
The Forum Corporation February 1993 - February 1997
UCLA August 1991 - February 1993
SunAmerica Financial Group October 1990 - January 1993
The Harlan Company August 1989 - October 1990
New York Institute of Technology September 1989 - May 1990
Accenture July 1988 - August 1989
Fidelity Investments September 1986 - March 1988
ABC Television 1983 - 1984
Skills
Performance Consulting, Instructional Design, Talent Management, Leadership Development, Blended Learning..., Learning Portals, Client Service..., Management Development, Learning Strategy, Performance Management, Learning Environment, Blended Learning, Project Management, Training, Strategy, Performance Improvement, Strategic Planning, Management, Change Management, Organizational..., Employee Training, Succession Planning, Needs Analysis, Human Resources, Program Management, Consulting, Organizational..., Culture Change, E-Learning, Workshop Facilitation, Corporate Training, Leadership, Management Consulting, Onboarding
Education
Ithaca College
B.S., Instructional Design
Boston University
Master of Education (M.Ed.), Human Resources Learning & Development
Ramapo High School
Zeiberg Consulting February 1999 - Present
PaineWebber March 1997 - February 1999
The Forum Corporation February 1993 - February 1997
UCLA August 1991 - February 1993
SunAmerica Financial Group October 1990 - January 1993
The Harlan Company August 1989 - October 1990
New York Institute of Technology September 1989 - May 1990
Accenture July 1988 - August 1989
Fidelity Investments September 1986 - March 1988
ABC Television 1983 - 1984
Skills
Performance Consulting, Instructional Design, Talent Management, Leadership Development, Blended Learning..., Learning Portals, Client Service..., Management Development, Learning Strategy, Performance Management, Learning Environment, Blended Learning, Project Management, Training, Strategy, Performance Improvement, Strategic Planning, Management, Change Management, Organizational..., Employee Training, Succession Planning, Needs Analysis, Human Resources, Program Management, Consulting, Organizational..., Culture Change, E-Learning, Workshop Facilitation, Corporate Training, Leadership, Management Consulting, Onboarding
Education
Ithaca College
B.S., Instructional Design
Boston University
Master of Education (M.Ed.), Human Resources Learning & Development
Ramapo High School
Bart Pfizenmaier's Fidelity Investments Experience 1999 - 2000
Job Risk Lead at Riot Games
Industry Financial Services
Experience
Riot Games September 2013 - Present
Riot Games January 2013 - September 2013
Riot Games January 2012 - January 2013
Riot Games May 2011 - September 2012
Thomson Financial 2000 - 2004
Fidelity Investments 1999 - 2000
Pinkerton Global Intelligence Service 1998 - 1999
Skills
Risk Management, Business Strategy, Data Analysis, Project Management, Payments, Management, Research, Analysis, Strategic Planning, Product Management, PCI DSS, Banking, Fraud, Relationship Management, Reporting & Analysis, MySQL
Education
Boston University 1994 — 1998
BA, International Relations
Cal State San Bernardino 2005 — 2008
MA, Secuity Studies
Riot Games September 2013 - Present
Riot Games January 2013 - September 2013
Riot Games January 2012 - January 2013
Riot Games May 2011 - September 2012
Thomson Financial 2000 - 2004
Fidelity Investments 1999 - 2000
Pinkerton Global Intelligence Service 1998 - 1999
Skills
Risk Management, Business Strategy, Data Analysis, Project Management, Payments, Management, Research, Analysis, Strategic Planning, Product Management, PCI DSS, Banking, Fraud, Relationship Management, Reporting & Analysis, MySQL
Education
Boston University 1994 — 1998
BA, International Relations
Cal State San Bernardino 2005 — 2008
MA, Secuity Studies
Anjali Chitre Anjali Chitre's Fidelity Investments Experience May 2004 - August 2004
Job Assistant Vice President & Counsel US Investments at John Hancock Life Insurance Company (U.S.A.)
Industry Law Practice
Experience
John Hancock Life Insurance Company (U.S.A.) September 2012 - Present
The Home for Little Wanderers November 2010 - Present
WilmerHale November 2010 - August 2012
WilmerHale October 2007 - November 2010
WilmerHale May 2006 - August 2006
Fidelity Investments May 2004 - August 2004
FleetBoston Financial September 2002 - May 2004
FleetBoston Financial September 2002 - March 2004
FleetBoston Financial July 2001 - September 2002
Skills
Real Estate Law, Non-profits, Legal Writing, Legal Research, Transactional Law, Zoning, Permitting, Distressed Property, Commercial Real Estate, Secured Financing, Leasing, Land Acquisition
Education
Boston University 2004 — 2007
Doctor of Law (JD), Law, cum laude
Wellesley College 1997 — 2001
Bachelor of Arts (BA), Economics, cum laude
Wyoming Seminary
John Hancock Life Insurance Company (U.S.A.) September 2012 - Present
The Home for Little Wanderers November 2010 - Present
WilmerHale November 2010 - August 2012
WilmerHale October 2007 - November 2010
WilmerHale May 2006 - August 2006
Fidelity Investments May 2004 - August 2004
FleetBoston Financial September 2002 - May 2004
FleetBoston Financial September 2002 - March 2004
FleetBoston Financial July 2001 - September 2002
Skills
Real Estate Law, Non-profits, Legal Writing, Legal Research, Transactional Law, Zoning, Permitting, Distressed Property, Commercial Real Estate, Secured Financing, Leasing, Land Acquisition
Education
Boston University 2004 — 2007
Doctor of Law (JD), Law, cum laude
Wellesley College 1997 — 2001
Bachelor of Arts (BA), Economics, cum laude
Wyoming Seminary
Kathy Armstrong (O'Rourke) Kathy Armstrong (O'Rourke)'s Fidelity Investments Experience January 1992 - January 1994
Job Owner, The Lexington Horse, Inc.
Industry Sporting Goods
Experience
The Lexington Horse January 2005 - Present
MFS Investment Management January 2000 - March 2005
MFS INVESTMENT MANAGEMENT INC January 2000 - March 2005
MFS Investment Management December 1998 - January 2000
MFS Investment Management December 1998 - January 2000
MFS Investment Management May 1996 - December 1998
Keyport Life Insurance January 1995 - January 1996
Keyport Life Insurance January 1994 - January 1995
Fidelity Investments January 1992 - January 1994
Fidelity Investments January 1991 - January 1992
Skills
Project Management, MS Project, Management, Budgets, Testing, Social Media, Team Leadership, Databases
Education
Isenberg School of Management, UMass Amherst 1982 — 1985
University of Massachusetts
Bachelor, Business Administration
Boston University
Graduate School of Management MBA
The Lexington Horse January 2005 - Present
MFS Investment Management January 2000 - March 2005
MFS INVESTMENT MANAGEMENT INC January 2000 - March 2005
MFS Investment Management December 1998 - January 2000
MFS Investment Management December 1998 - January 2000
MFS Investment Management May 1996 - December 1998
Keyport Life Insurance January 1995 - January 1996
Keyport Life Insurance January 1994 - January 1995
Fidelity Investments January 1992 - January 1994
Fidelity Investments January 1991 - January 1992
Skills
Project Management, MS Project, Management, Budgets, Testing, Social Media, Team Leadership, Databases
Education
Isenberg School of Management, UMass Amherst 1982 — 1985
University of Massachusetts
Bachelor, Business Administration
Boston University
Graduate School of Management MBA
Vikas Chauhan Vikas Chauhan's Fidelity Investments Experience June 2004 - November 2004
Job Director of Engineering, Architecture at TradeStone Software
Industry Computer Software
Experience
TradeStone Software November 2013 - Present
TradeStone Software July 2011 - October 2013
Adobe Systems December 2010 - June 2011
TradeStone Software February 2010 - November 2010
TradeStone Software November 2004 - January 2010
Fidelity Investments June 2004 - November 2004
Fidelity Investments May 2003 - November 2003
Sapient February 2001 - July 2001
Patni Computer Systems June 1999 - January 2001
Education
Boston University 2001 — 2004
M.S., Computer Engineering
Indian Institute of Technology, Kharagpur 1995 — 1999
B.Tech, Chemical Engineering
TradeStone Software November 2013 - Present
TradeStone Software July 2011 - October 2013
Adobe Systems December 2010 - June 2011
TradeStone Software February 2010 - November 2010
TradeStone Software November 2004 - January 2010
Fidelity Investments June 2004 - November 2004
Fidelity Investments May 2003 - November 2003
Sapient February 2001 - July 2001
Patni Computer Systems June 1999 - January 2001
Education
Boston University 2001 — 2004
M.S., Computer Engineering
Indian Institute of Technology, Kharagpur 1995 — 1999
B.Tech, Chemical Engineering
Andy Knight's Fidelity Investments Experience July 2001 - March 2010
Job Head of User Experience Design
Industry Internet
Experience
TIAA-CREF January 2012 - Present
meQuilibrium.com December 2010 - March 2012
Fidelity Investments July 2001 - March 2010
Lower Mills Group 1996 - 2001
PlanetAll 1998 - 1999
Ziff-Davis Publishing Company 1991 - 1997
Spinnaker Software 1988 - 1991
Skills
User Experience, Information Architecture, Interaction Design, Usability, User Interface Design, User-centered Design, User Experience Design, Usability Testing, Start-ups, Content Strategy, Creative Direction, Product Development, Persona, Heuristic Evaluation, Accessibility, E-commerce, Wireframes, Product Management, Experience Design, User Research, Web Applications, Card Sorting, Digital Strategy, Information Design, Wire Framing, Leadership, User Interface, Task Analysis, Usability Engineering, Mobile Design, Human Computer..., User Scenarios, Team Management, Project Management
Education
Boston University 1985 — 1986
Ed.M., Counseling Psychology
National Taiwan Normal University 1986 — 1986
1986, Introductory Mandarin Chinese
Plymouth State University 1980 — 1984
BA, Psychology
TIAA-CREF January 2012 - Present
meQuilibrium.com December 2010 - March 2012
Fidelity Investments July 2001 - March 2010
Lower Mills Group 1996 - 2001
PlanetAll 1998 - 1999
Ziff-Davis Publishing Company 1991 - 1997
Spinnaker Software 1988 - 1991
Skills
User Experience, Information Architecture, Interaction Design, Usability, User Interface Design, User-centered Design, User Experience Design, Usability Testing, Start-ups, Content Strategy, Creative Direction, Product Development, Persona, Heuristic Evaluation, Accessibility, E-commerce, Wireframes, Product Management, Experience Design, User Research, Web Applications, Card Sorting, Digital Strategy, Information Design, Wire Framing, Leadership, User Interface, Task Analysis, Usability Engineering, Mobile Design, Human Computer..., User Scenarios, Team Management, Project Management
Education
Boston University 1985 — 1986
Ed.M., Counseling Psychology
National Taiwan Normal University 1986 — 1986
1986, Introductory Mandarin Chinese
Plymouth State University 1980 — 1984
BA, Psychology
Anthony Grace's Fidelity Investments Experience Creative DirectorFidelity Communications + Advertising2005 - Present
Job Group Creative Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Creative DirectorFidelity Communications + Advertising2005 - Present
Bank of America 2004 - 2005
Columbia Funds 1999 - 2005
Liberty Funds 1999 - 2005
Columbia Management 1999 - 2005
Putnam Investments 1993 - 1999
Sun Life Financial 1986 - 1993
Skills
Mutual Funds, Financial Services, Asset Managment, Marketing, Relationship Management, Investments
Education
Boston University 1980 — 1984
Burlington High School
Fidelity Investments Creative DirectorFidelity Communications + Advertising2005 - Present
Bank of America 2004 - 2005
Columbia Funds 1999 - 2005
Liberty Funds 1999 - 2005
Columbia Management 1999 - 2005
Putnam Investments 1993 - 1999
Sun Life Financial 1986 - 1993
Skills
Mutual Funds, Financial Services, Asset Managment, Marketing, Relationship Management, Investments
Education
Boston University 1980 — 1984
Burlington High School
Benjamin Buttrick, CFA's Fidelity Investments Experience July 1997 - May 2005
Job Managing Director, Client Relationship Management
Industry Investment Management
Experience
Cambridge Associates LLC May 2005 - Present
Fidelity Investments July 1997 - May 2005
Scudder, Stevens & Clark (Now owned by Deutsche Bank) February 1991 - July 1997
Skills
CFA, Marketing, Marketing Communications, Investments, Chartered Financial..., Bloomberg, Training, Nonprofits, Alternative Investments, Management, Investment Strategies, Hedge Funds, Investment Management, Mutual Funds, Series 7, Asset Management, Portfolio Management
Education
Boston University 1987 — 1990
Bachelor of Arts, American Studies
Boston University 1986 — 1990
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Cambridge Associates LLC May 2005 - Present
Fidelity Investments July 1997 - May 2005
Scudder, Stevens & Clark (Now owned by Deutsche Bank) February 1991 - July 1997
Skills
CFA, Marketing, Marketing Communications, Investments, Chartered Financial..., Bloomberg, Training, Nonprofits, Alternative Investments, Management, Investment Strategies, Hedge Funds, Investment Management, Mutual Funds, Series 7, Asset Management, Portfolio Management
Education
Boston University 1987 — 1990
Bachelor of Arts, American Studies
Boston University 1986 — 1990
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Cathy Fracasse's Fidelity Investments Experience November 1982 - December 2002
Job Program Manager/Big Tent Nation at In The Nation's Interest
Industry Information Technology and Services
Experience
In The Nation's Interest December 2013 - Present
Ecteon, Inc. January 2009 - January 2014
University of Massachusetts Amherst September 2004 - May 2006
Berkshire Publishing Group June 2002 - October 2003
Fidelity Investments November 1982 - December 2002
Skills
Project Planning, Team Building, Project Management, Unix, Software Development, Business Process..., Process Improvement, Java, CRM, HTML, Waterfall, Sybase, Perl, SaaS, Release Management, Customer Insight, Contract Management, Software Documentation, Analysis, Management, Business Process, Business Analysis, Integration, Vendor Management
Education
Boston University 1991 — 1993
M.Ed., Educational Media and Technology
Colby College 1978 — 1982
Bachelor of Arts (B.A.), Chemistry
In The Nation's Interest December 2013 - Present
Ecteon, Inc. January 2009 - January 2014
University of Massachusetts Amherst September 2004 - May 2006
Berkshire Publishing Group June 2002 - October 2003
Fidelity Investments November 1982 - December 2002
Skills
Project Planning, Team Building, Project Management, Unix, Software Development, Business Process..., Process Improvement, Java, CRM, HTML, Waterfall, Sybase, Perl, SaaS, Release Management, Customer Insight, Contract Management, Software Documentation, Analysis, Management, Business Process, Business Analysis, Integration, Vendor Management
Education
Boston University 1991 — 1993
M.Ed., Educational Media and Technology
Colby College 1978 — 1982
Bachelor of Arts (B.A.), Chemistry
Tejovikas Suravajjala's Fidelity Investments Experience 2007 - 2008
Job Technical Consultant
Industry Information Technology and Services
Experience
VUHAS Corp. March 2014 - Present
Shawmut Design and Construction September 2011 - March 2014
Iron Mountain November 2009 - July 2011
Yahoo March 2008 - February 2009
Fidelity Investments 2007 - 2008
Wisdom Infotech 2003 - 2007
Marcon Global Data Solutions 2001 - 2003
WebCritical Technologies 1999 - 2000
Ericsson Inc. January 1999 - August 1999
Skills
Java Enterprise Edition, Agile Methodologies, Web Services, Scrum, Cloud Computing, Software Development, ERP, Oracle, REST, Enterprise Software, SDLC, SOA, Management, Software Project..., Consulting
Education
Boston University 2005 — 2007
MS, Computer Science
Osmania University 1992 — 1996
BE, Mechanical Engineering
Government Junior College 1989 — 1991
B I E, M P C
S K V T High School 1979 — 1989
SSC
VUHAS Corp. March 2014 - Present
Shawmut Design and Construction September 2011 - March 2014
Iron Mountain November 2009 - July 2011
Yahoo March 2008 - February 2009
Fidelity Investments 2007 - 2008
Wisdom Infotech 2003 - 2007
Marcon Global Data Solutions 2001 - 2003
WebCritical Technologies 1999 - 2000
Ericsson Inc. January 1999 - August 1999
Skills
Java Enterprise Edition, Agile Methodologies, Web Services, Scrum, Cloud Computing, Software Development, ERP, Oracle, REST, Enterprise Software, SDLC, SOA, Management, Software Project..., Consulting
Education
Boston University 2005 — 2007
MS, Computer Science
Osmania University 1992 — 1996
BE, Mechanical Engineering
Government Junior College 1989 — 1991
B I E, M P C
S K V T High School 1979 — 1989
SSC
Beth Beane's Fidelity Investments Experience August 2014 - Present
Job Senior Director at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments August 2010 - Present
CVS Caremark March 2008 - June 2010
CVS Caremark July 2003 - March 2008
Hill Holliday Advertising September 2002 - July 2003
Staples Inc March 2000 - September 2002
Arnold Communications July 1997 - March 2000
Dickinson Direct 1995 - 1997
Skills
Marketing Strategy, Strategy, Account Management, Multi-channel Marketing, Strategic Planning, Product Development, New Business Development, Sales, Program Management, Sales Management, Direct Marketing, Forecasting, P&L Management, Sales Operations, Pricing, Cross-functional Team..., Product Marketing, Analytics, Merchandising, Market Planning
Education
Boston University 1990 — 1994
B.S, Business Administration; concentration Marketing
Fidelity Investments August 2014 - Present
Fidelity Investments August 2010 - Present
CVS Caremark March 2008 - June 2010
CVS Caremark July 2003 - March 2008
Hill Holliday Advertising September 2002 - July 2003
Staples Inc March 2000 - September 2002
Arnold Communications July 1997 - March 2000
Dickinson Direct 1995 - 1997
Skills
Marketing Strategy, Strategy, Account Management, Multi-channel Marketing, Strategic Planning, Product Development, New Business Development, Sales, Program Management, Sales Management, Direct Marketing, Forecasting, P&L Management, Sales Operations, Pricing, Cross-functional Team..., Product Marketing, Analytics, Merchandising, Market Planning
Education
Boston University 1990 — 1994
B.S, Business Administration; concentration Marketing
Adam Cardinal's Fidelity Investments Experience January 2000 - December 2008
Job Professional Services Consultant at Verizon Enterprise Solutions
Industry Computer & Network Security
Experience
Verizon Enterprise Solutions July 2015 - Present
Verizon Enterprise Solutions September 2010 - July 2015
IANS October 2009 - October 2010
Fidelity Investments January 2000 - December 2008
Bank of Boston 1990 - 2000
The Boston Company February 1988 - July 1990
Skills
IT Governance, Security, Risk Management, Privacy, Risk, Vulnerability Management, Information Security..., Risk Assessment, HIPAA, CISSP, Information Security..., ISO 27001, Computer Security, Governance, CISA, Vendor Management, Compliance, Application Security, Security Assessments, Cloud Computing, Security Awareness, Security Policy, Data Loss Prevention, Security Management, Cyber Security, Enterprise Risk..., Information Security, Financial Risk, Training, SaaS, Privacy Law
Education
Boston University 1981 — 1985
Bachelor of Science, Public Relations
Verizon Enterprise Solutions July 2015 - Present
Verizon Enterprise Solutions September 2010 - July 2015
IANS October 2009 - October 2010
Fidelity Investments January 2000 - December 2008
Bank of Boston 1990 - 2000
The Boston Company February 1988 - July 1990
Skills
IT Governance, Security, Risk Management, Privacy, Risk, Vulnerability Management, Information Security..., Risk Assessment, HIPAA, CISSP, Information Security..., ISO 27001, Computer Security, Governance, CISA, Vendor Management, Compliance, Application Security, Security Assessments, Cloud Computing, Security Awareness, Security Policy, Data Loss Prevention, Security Management, Cyber Security, Enterprise Risk..., Information Security, Financial Risk, Training, SaaS, Privacy Law
Education
Boston University 1981 — 1985
Bachelor of Science, Public Relations
Anne-Marie Oliphant's Fidelity Investments Experience April 1996 - Present
Job Director at Fidelity
Industry Financial Services
Experience
Fidelity Investments April 1996 - Present
Education
Boston University 1990 — 1994
Fidelity Investments April 1996 - Present
Education
Boston University 1990 — 1994
Bohghee Lau 劉慕義's Fidelity Investments Experience 1995 - 1997
Job Project Manager at Guidewire Software
Industry Information Technology and Services
Experience
Guidewire Software 2009 - Present
BearingPoint 2000 - 2009
BankBoston 1987 - 2000
Fidelity Investments 1995 - 1997
Skills
SDLC, Business Analysis, PMP, Consulting, Requirements Analysis, Integration, Business Process, Enterprise Architecture, Leadership, Business Process..., Project Management, Business Intelligence, Software Project..., Program Management, Gosu, IT Strategy, PeopleSoft
Education
Boston University 1980 — 1985
MS
National Junior College Singapore
Guidewire Software 2009 - Present
BearingPoint 2000 - 2009
BankBoston 1987 - 2000
Fidelity Investments 1995 - 1997
Skills
SDLC, Business Analysis, PMP, Consulting, Requirements Analysis, Integration, Business Process, Enterprise Architecture, Leadership, Business Process..., Project Management, Business Intelligence, Software Project..., Program Management, Gosu, IT Strategy, PeopleSoft
Education
Boston University 1980 — 1985
MS
National Junior College Singapore
Chad Deery's Fidelity Investments Experience December 2011 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2011 - Present
Varicent Software February 2008 - December 2011
Skills
Business Intelligence, Software Implementation, Business Analysis, Business Process, Enterprise Software, Requirements Gathering, Requirements Analysis, Management Consulting, Sales Compensation, Software Project..., ERP, Business Strategy
Education
Boston University 2006 — 2008
Roanoke College 1990 — 1994
BS, Economics
Fidelity Investments December 2011 - Present
Varicent Software February 2008 - December 2011
Skills
Business Intelligence, Software Implementation, Business Analysis, Business Process, Enterprise Software, Requirements Gathering, Requirements Analysis, Management Consulting, Sales Compensation, Software Project..., ERP, Business Strategy
Education
Boston University 2006 — 2008
Roanoke College 1990 — 1994
BS, Economics
Amrinder Singh, PMP's Fidelity Investments Experience 2002 - April 2007
Job Product Management at Apple
Industry Consumer Electronics
Experience
Apple October 2012 - Present
Madison Logic November 2011 - December 2012
Experian CheetahMail June 2010 - November 2011
Moody's Investor Services October 2008 - June 2010
Moody's Investors Service 2007 - September 2008
Fidelity Investments 2002 - April 2007
Skills
Agile Project Management, Product Management, Cross-functional Team..., PMP, Mobile Applications, Online Advertising, Agile Methodologies, E-commerce, Scrum, Quality Assurance, Product Development, Requirements Analysis, Project Management, SaaS, Web Development, Analytics, Business Analysis, CRM, Mobile Devices, Management, Software Project..., Product Marketing, Software Development, Vendor Management, Business Intelligence, Enterprise Software, Integration, SDLC
Education
Southern New Hampshire University 2006 — 2008
MBA, Global MBA
Boston University
Certificate, Project Management
IHM
Southern New Hampshire University
Master of Science, Information Technology
Apple October 2012 - Present
Madison Logic November 2011 - December 2012
Experian CheetahMail June 2010 - November 2011
Moody's Investor Services October 2008 - June 2010
Moody's Investors Service 2007 - September 2008
Fidelity Investments 2002 - April 2007
Skills
Agile Project Management, Product Management, Cross-functional Team..., PMP, Mobile Applications, Online Advertising, Agile Methodologies, E-commerce, Scrum, Quality Assurance, Product Development, Requirements Analysis, Project Management, SaaS, Web Development, Analytics, Business Analysis, CRM, Mobile Devices, Management, Software Project..., Product Marketing, Software Development, Vendor Management, Business Intelligence, Enterprise Software, Integration, SDLC
Education
Southern New Hampshire University 2006 — 2008
MBA, Global MBA
Boston University
Certificate, Project Management
IHM
Southern New Hampshire University
Master of Science, Information Technology
Amar Ray's Fidelity Investments Experience 1996 - 2000
Job Solutions Architect / Technical Progam Managment
Industry Information Technology and Services
Experience
Interra Information Technologies (InterraIT) 2013 - Present
InterraIT July 2010 - 2013
NIIT Technologies Ltd 2006 - September 2009
UshaCommunications April 2003 - 2005
NIIT(USA) December 2000 - 2003
Fidelity Investments 1996 - 2000
State Street Bank 1995 - 1997
Hexaware Technologies 1994 - 1994
Hexaware Technologies 1994 - 1994
Past Assignment 1988 - 1994
Skills
Project Governance, Business Analysis, Software Project..., Vendor Management, Global Delivery, Solution Architecture, Databases, Team Management, Pre-sales, Strategy, Business Development, PMP, Requirements Analysis, Program Management, SDLC, Telecommunications, CRM, Product Management, Supply Chain Management, Project Planning, Business Strategy, Organizational..., Leadership, Management, Enterprise Architecture, Outsourcing, Business Intelligence, IT Strategy, Resource Management, Service Delivery, Business Process, Offshoring, Integration, Project Delivery, Consulting, Project Management, Agile Methodologies, Software Development, IT Project & Program..., Data Analysis
Education
Suffolk University 1998 — 2000
MBA, Finance
Boston University
Master's Degree, Computer and Information Sciences and Support Services, A
Interra Information Technologies (InterraIT) 2013 - Present
InterraIT July 2010 - 2013
NIIT Technologies Ltd 2006 - September 2009
UshaCommunications April 2003 - 2005
NIIT(USA) December 2000 - 2003
Fidelity Investments 1996 - 2000
State Street Bank 1995 - 1997
Hexaware Technologies 1994 - 1994
Hexaware Technologies 1994 - 1994
Past Assignment 1988 - 1994
Skills
Project Governance, Business Analysis, Software Project..., Vendor Management, Global Delivery, Solution Architecture, Databases, Team Management, Pre-sales, Strategy, Business Development, PMP, Requirements Analysis, Program Management, SDLC, Telecommunications, CRM, Product Management, Supply Chain Management, Project Planning, Business Strategy, Organizational..., Leadership, Management, Enterprise Architecture, Outsourcing, Business Intelligence, IT Strategy, Resource Management, Service Delivery, Business Process, Offshoring, Integration, Project Delivery, Consulting, Project Management, Agile Methodologies, Software Development, IT Project & Program..., Data Analysis
Education
Suffolk University 1998 — 2000
MBA, Finance
Boston University
Master's Degree, Computer and Information Sciences and Support Services, A
Tom Goucher's Fidelity Investments Experience
Job Director Implementations at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments
Skills
SDLC, Agile Methodologies, Leadership, Project Planning, Strategic Planning, Requirements Gathering, Business Analysis, Vendor Management, Human Resources, Release Management, Integrated Marketing, Visio, Business Process..., Outsourcing, Business Requirements
Education
Boston University 2000 — 2002
Fidelity Investments
Skills
SDLC, Agile Methodologies, Leadership, Project Planning, Strategic Planning, Requirements Gathering, Business Analysis, Vendor Management, Human Resources, Release Management, Integrated Marketing, Visio, Business Process..., Outsourcing, Business Requirements
Education
Boston University 2000 — 2002
Cera Adams, CISA, CRISC's Fidelity Investments Experience 1998 - 2007
Job Clinical Research Associate at T2 Biosystems
Industry Information Technology and Services
Experience
T2 Biosystems 2013 - Present
Harvard Pilgrim Health Care August 2007 - September 2013
Fidelity Investments 1998 - 2007
Skills
IT Audit, CISA, Information Security..., Risk Assessment, Sarbanes-Oxley Act, Information Security, Risk Management, CISSP, HIPAA, Security, Internal Audit, Information Technology, Business Continuity, ITIL, Process Improvement, Disaster Recovery, Governance, SAS70, ISO 27001, PCI DSS, CRISC, Vulnerability Assessment, Identity Management
Education
Boston University 1992 — 1997
T2 Biosystems 2013 - Present
Harvard Pilgrim Health Care August 2007 - September 2013
Fidelity Investments 1998 - 2007
Skills
IT Audit, CISA, Information Security..., Risk Assessment, Sarbanes-Oxley Act, Information Security, Risk Management, CISSP, HIPAA, Security, Internal Audit, Information Technology, Business Continuity, ITIL, Process Improvement, Disaster Recovery, Governance, SAS70, ISO 27001, PCI DSS, CRISC, Vulnerability Assessment, Identity Management
Education
Boston University 1992 — 1997
Tim Duquette's Fidelity Investments Experience July 2004 - December 2008
Job Principal Software Engineer at OneShield
Industry Information Technology and Services
Experience
OneShield April 2009 - Present
Fidelity Investments July 2004 - December 2008
Fidelity Investments March 2003 - July 2004
Fidelity Investments July 2001 - March 2003
Fidelity Investments July 1999 - June 2001
Fidelity Investments July 1997 - June 1999
Skills
SDLC, Java Enterprise Edition, Agile Methodologies, Websphere, SOA, Software Development, JavaScript, JSP, REST, SOAP, XML, SQL, Java, Web Services, Unix, Servlets, Tomcat, JUnit, Hibernate, Eclipse, EJB, Oracle, UML, JBoss Application Server, Ant, Web Applications, Microsoft SQL Server, JDBC, Integration, Architecture, Distributed Systems, JMS, Enterprise Architecture, Spring, Scrum, Object Oriented Design, WebSphere
Education
Boston University
AS, Computer Science
OneShield April 2009 - Present
Fidelity Investments July 2004 - December 2008
Fidelity Investments March 2003 - July 2004
Fidelity Investments July 2001 - March 2003
Fidelity Investments July 1999 - June 2001
Fidelity Investments July 1997 - June 1999
Skills
SDLC, Java Enterprise Edition, Agile Methodologies, Websphere, SOA, Software Development, JavaScript, JSP, REST, SOAP, XML, SQL, Java, Web Services, Unix, Servlets, Tomcat, JUnit, Hibernate, Eclipse, EJB, Oracle, UML, JBoss Application Server, Ant, Web Applications, Microsoft SQL Server, JDBC, Integration, Architecture, Distributed Systems, JMS, Enterprise Architecture, Spring, Scrum, Object Oriented Design, WebSphere
Education
Boston University
AS, Computer Science
Bismita Mahapatra's Fidelity Investments Experience July 2000 - January 2008
Job
Industry Information Technology and Services
Experience
Bank of America April 2013 - July 2014
Bank of America October 2010 - August 2011
Bank of America August 2008 - June 2010
Fidelity Investments July 2000 - January 2008
Skills
Unix Shell Scripting, Unix, Solaris, Red Hat Linux, SDLC, AIX, Requirements Analysis
Education
Boston University 2005 — 2007
Master, Computer Science
Bank of America April 2013 - July 2014
Bank of America October 2010 - August 2011
Bank of America August 2008 - June 2010
Fidelity Investments July 2000 - January 2008
Skills
Unix Shell Scripting, Unix, Solaris, Red Hat Linux, SDLC, AIX, Requirements Analysis
Education
Boston University 2005 — 2007
Master, Computer Science
Anne Flanders's Fidelity Investments Experience November 1997 - September 2010
Job Director, Project Management at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments November 1997 - September 2010
Education
Boston University 1991 — 1995
Fidelity Investments November 1997 - September 2010
Education
Boston University 1991 — 1995
Brian Gover's Fidelity Investments Experience January 1997 - October 2001
Job Chief Compliance Officer
Industry Financial Services
Experience
Apex Clearing Corporation August 2012 - Present
Penson Financial Services May 2012 - July 2012
Penson Financial Services 2007 - May 2012
JPMorgan Chase January 2002 - 2007
Fidelity Investments January 1997 - October 2001
Fidelity Investments January 1997 - January 2001
Citizens Bank March 1997 - December 1997
Darden Restaurants January 1989 - January 1996
Darden Restaurants 1989 - 1995
Skills
Back Office, Risk, FX, Settlements, Series 7, Process Improvement, Risk Management, Equities, Securities, Operations Management, Customer Relations, Product Management, Options, Brokerage, Problem Solving, Business Strategy, Change Management, Vendor Management, Mutual Funds, Policy, Process Engineering, Customer Service, Product Development, Excel, Team Building, Stock, Coaching, Negotiation, Budgeting, Funding, Strategic Planning, Compliance, Financial Risk, Settlement, Banking, FX Options, Financial Services, Trading, Electronic Trading, Management, Financial Markets, Budgets, FINRA, Hedge Funds, Middle Office, Fixed Income
Education
Boston University 2000 — 2001
Master Of Science, Administrative Studies/ Financial Economics
Boston University 1998 — 2001
MS/ Business Admin, Financial Economics
University of Southern New Hampshire 1996 — 1998
Bachelor of Science, Business Administration
Southern New Hampshire University 1995 — 1997
BS, Business Admin
Apex Clearing Corporation August 2012 - Present
Penson Financial Services May 2012 - July 2012
Penson Financial Services 2007 - May 2012
JPMorgan Chase January 2002 - 2007
Fidelity Investments January 1997 - October 2001
Fidelity Investments January 1997 - January 2001
Citizens Bank March 1997 - December 1997
Darden Restaurants January 1989 - January 1996
Darden Restaurants 1989 - 1995
Skills
Back Office, Risk, FX, Settlements, Series 7, Process Improvement, Risk Management, Equities, Securities, Operations Management, Customer Relations, Product Management, Options, Brokerage, Problem Solving, Business Strategy, Change Management, Vendor Management, Mutual Funds, Policy, Process Engineering, Customer Service, Product Development, Excel, Team Building, Stock, Coaching, Negotiation, Budgeting, Funding, Strategic Planning, Compliance, Financial Risk, Settlement, Banking, FX Options, Financial Services, Trading, Electronic Trading, Management, Financial Markets, Budgets, FINRA, Hedge Funds, Middle Office, Fixed Income
Education
Boston University 2000 — 2001
Master Of Science, Administrative Studies/ Financial Economics
Boston University 1998 — 2001
MS/ Business Admin, Financial Economics
University of Southern New Hampshire 1996 — 1998
Bachelor of Science, Business Administration
Southern New Hampshire University 1995 — 1997
BS, Business Admin
Celia Carboni's Fidelity Investments Experience Operations ManagerBiogenidec2005 - 2006
Job Lead Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Operations ManagerBiogenidec2005 - 2006
Education
Boston University 1981 — 1983
MSW, Social Work
Brown University 1972 — 1976
Fidelity Investments Operations ManagerBiogenidec2005 - 2006
Education
Boston University 1981 — 1983
MSW, Social Work
Brown University 1972 — 1976
Carolyn Durell's Fidelity Investments Experience March 2013 - August 2013
Job
Industry Pharmaceuticals
Experience
Novartis May 2014 - Present
Sunovion Pharmaceuticals Inc. August 2013 - April 2014
Fidelity Investments March 2013 - August 2013
Fidelity Investments April 2012 - March 2013
Bank of America August 2004 - May 2012
Williams & Connolly LLP August 1999 - March 2000
Hourigan Kluger & Quinn May 1995 - August 1999
Education
Southern New Hampshire University 2005 — 2010
M.S., Organizational Leadership
Boston University 2005 — 2005
Certificate, Paralegal Studies
King's College 1996 — 1998
B.A., Political Science
Novartis May 2014 - Present
Sunovion Pharmaceuticals Inc. August 2013 - April 2014
Fidelity Investments March 2013 - August 2013
Fidelity Investments April 2012 - March 2013
Bank of America August 2004 - May 2012
Williams & Connolly LLP August 1999 - March 2000
Hourigan Kluger & Quinn May 1995 - August 1999
Education
Southern New Hampshire University 2005 — 2010
M.S., Organizational Leadership
Boston University 2005 — 2005
Certificate, Paralegal Studies
King's College 1996 — 1998
B.A., Political Science
Adam Wierbik's Fidelity Investments Experience 1999 - 2000
Job Owner, AW Insurance
Industry Insurance
Experience
AW INSURANCE BROKERAGE SERVICES July 2004 - Present
CIGNA Healthcare 2000 - 2003
Fidelity Investments 1999 - 2000
Education
Worcester State College 1995 — 1999
Boston University
CFP
AW INSURANCE BROKERAGE SERVICES July 2004 - Present
CIGNA Healthcare 2000 - 2003
Fidelity Investments 1999 - 2000
Education
Worcester State College 1995 — 1999
Boston University
CFP
Bill Frehse's Fidelity Investments Experience 2008 - 2009
Job Project/Administrative Support
Industry Financial Services
Experience
Fidelity Investments 2008 - 2009
Fidelity Investments 2004 - 2008
Veritude/Fidelity Investments 2003 - 2004
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Liberty Financial Company 1993 - 1995
Skills
Training, Project Management, Process Improvement, Access, Management, Analysis
Education
Boston University
MBA
Fidelity Investments 2008 - 2009
Fidelity Investments 2004 - 2008
Veritude/Fidelity Investments 2003 - 2004
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Liberty Financial Company 1993 - 1995
Skills
Training, Project Management, Process Improvement, Access, Management, Analysis
Education
Boston University
MBA
Carole Ostrer's Fidelity Investments Experience June 2000 - Present
Job Compliance Director, Retirement
Industry Financial Services
Experience
Fidelity Investments June 2000 - Present
Trustar Retirement Services (formerly Trust Consultants, Inc.) January 1996 - June 2000
Massachusetts Financial Services, Inc. January 1995 - December 1995
ADQ, Inc. (currently NYL Benefit Services Company), January 1992 - December 1994
Pension Service Consultants, Inc., January 1989 - December 1991
Education
Boston University 1962 — 1966
Bachelor of Arts, English Language and Literature, cum laude
Northeastern University
PAralegal Certificate, Legal
The Americam College
Chartered Life Underwriter (CLU)
Fidelity Investments June 2000 - Present
Trustar Retirement Services (formerly Trust Consultants, Inc.) January 1996 - June 2000
Massachusetts Financial Services, Inc. January 1995 - December 1995
ADQ, Inc. (currently NYL Benefit Services Company), January 1992 - December 1994
Pension Service Consultants, Inc., January 1989 - December 1991
Education
Boston University 1962 — 1966
Bachelor of Arts, English Language and Literature, cum laude
Northeastern University
PAralegal Certificate, Legal
The Americam College
Chartered Life Underwriter (CLU)
Bob Simi's Fidelity Investments Experience November 2001 - December 2008
Job Senior Programmer/Analyst
Industry Computer Software
Experience
Fidelity Investments November 2001 - December 2008
Verizon January 1997 - November 2001
Education
Boston University 1977 — 1982
MS, Computer Science
Massachusetts Institute of Technology 1969 — 1973
BS, City Planning, Statistical Analysis
Fidelity Investments November 2001 - December 2008
Verizon January 1997 - November 2001
Education
Boston University 1977 — 1982
MS, Computer Science
Massachusetts Institute of Technology 1969 — 1973
BS, City Planning, Statistical Analysis
Bill Horn's Fidelity Investments Experience July 2009 - December 2011
Job Vice President IT Planning & Strategy
Industry Information Technology and Services
Experience
Citizens Bank July 2013 - Present
TalentBurst July 2012 - July 2013
Fidelity Investments July 2009 - December 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 1998 - 2005
Fidelity Investments 1996 - 1998
Fidelity Investments 1994 - 1996
Fidelity Investments 1992 - 1994
CVS 1989 - 1992
Friendly Restaurant Corporation 1979 - 1989
Education
Boston University 1994 — 1995
Certificate : Certified Financial Planning Program
Nichols College 1989 — 1992
MBA
Lesley University 1982 — 1986
BS Business Administration
Citizens Bank July 2013 - Present
TalentBurst July 2012 - July 2013
Fidelity Investments July 2009 - December 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 1998 - 2005
Fidelity Investments 1996 - 1998
Fidelity Investments 1994 - 1996
Fidelity Investments 1992 - 1994
CVS 1989 - 1992
Friendly Restaurant Corporation 1979 - 1989
Education
Boston University 1994 — 1995
Certificate : Certified Financial Planning Program
Nichols College 1989 — 1992
MBA
Lesley University 1982 — 1986
BS Business Administration
Alden Sherman's Fidelity Investments Experience July 1995 - March 1999
Job Vice President at First National Wealth Management
Industry Investment Management
Experience
First National Wealth Management August 2007 - Present
CU Art Museum Advisory Board 2008 - 2015
CU Art Museum Advisory Board 2008 - 2015
The Community Foundation Serving Boulder County 2014 - 2014
JP Morgan Private Client Services August 2005 - August 2007
UBS Wealth Management August 2002 - July 2005
Janus Capital Group September 2000 - September 2001
MetLife March 1999 - August 2000
Fidelity Investments July 1995 - March 1999
John Hancock Life Insurance Company (U.S.A.) August 1987 - June 1995
Skills
Wealth Management, Retirement, Investment Management, Marketing, Nonprofits, Financial Planners, Proposal Writing, Product Development, Software Project...
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Finance, Marketing
Boston University
Master of Science (M.S.), Mass Communication/Media Studies
Tower Hill
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science
First National Wealth Management August 2007 - Present
CU Art Museum Advisory Board 2008 - 2015
CU Art Museum Advisory Board 2008 - 2015
The Community Foundation Serving Boulder County 2014 - 2014
JP Morgan Private Client Services August 2005 - August 2007
UBS Wealth Management August 2002 - July 2005
Janus Capital Group September 2000 - September 2001
MetLife March 1999 - August 2000
Fidelity Investments July 1995 - March 1999
John Hancock Life Insurance Company (U.S.A.) August 1987 - June 1995
Skills
Wealth Management, Retirement, Investment Management, Marketing, Nonprofits, Financial Planners, Proposal Writing, Product Development, Software Project...
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Finance, Marketing
Boston University
Master of Science (M.S.), Mass Communication/Media Studies
Tower Hill
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science
Alicia Burke's Fidelity Investments Experience March 1998 - Present
Job Senior Director, Money Movement Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1998 - Present
Education
Boston University 1996 — 1998
Master of Arts (M.A.)
University of Vermont 1989 — 1993
Bachelor of Arts (B.A.)
Fidelity Investments March 1998 - Present
Education
Boston University 1996 — 1998
Master of Arts (M.A.)
University of Vermont 1989 — 1993
Bachelor of Arts (B.A.)
Alessi Julie's Fidelity Investments Experience August 2004 - September 2010
Job Senior Program Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments August 2004 - September 2010
Education
Boston University 1990 — 1994
BS, Mass Communication
Fidelity Investments August 2004 - September 2010
Education
Boston University 1990 — 1994
BS, Mass Communication
Viviana Arostegui-Ham's Fidelity Investments Experience 1996 - 1998
Job Senior SW Release Engineer at Nuance Communications Inc.
Industry Computer Software
Experience
Nuance Communications Inc. April 2011 - Present
Nokia November 2009 - April 2011
ALPFA Boston August 2004 - December 2010
State Street Bank August 2004 - February 2009
Sonus Networks 1999 - 2001
Spyglass 1998 - 1999
Fidelity Investments 1996 - 1998
IDX Systems Corporation - HealthCare Industry 1991 - 1996
Skills
Configuration Management, Perl, Java, Windows, Unix, Agile Methodologies, Ubuntu, Mobile Devices, Project Management, Project Planning, Hudson, Release Engineering, ClearCase, Scrum, Continuous Integration, XML, Eclipse, ClearQuest, CVS, Shell Scripting, Problem Solving, Collaboration, Software Engineering, Git, Linux, Test Automation, Ant, Software Development, Object Oriented Design, Maven, Bash, Distributed Systems
Education
Boston University 2003 — 2003
Graduate Certificate, Internet Technologies and Languages
Boston University 1997 — 1999
Masters, Computer Science
Wentworth Institute of Technology 1988 — 1991
Bachelor of Science, Computer Science
Wentworth Institute of Technology 1988 — 1991
Bachelor of Science, Technical Management
Nuance Communications Inc. April 2011 - Present
Nokia November 2009 - April 2011
ALPFA Boston August 2004 - December 2010
State Street Bank August 2004 - February 2009
Sonus Networks 1999 - 2001
Spyglass 1998 - 1999
Fidelity Investments 1996 - 1998
IDX Systems Corporation - HealthCare Industry 1991 - 1996
Skills
Configuration Management, Perl, Java, Windows, Unix, Agile Methodologies, Ubuntu, Mobile Devices, Project Management, Project Planning, Hudson, Release Engineering, ClearCase, Scrum, Continuous Integration, XML, Eclipse, ClearQuest, CVS, Shell Scripting, Problem Solving, Collaboration, Software Engineering, Git, Linux, Test Automation, Ant, Software Development, Object Oriented Design, Maven, Bash, Distributed Systems
Education
Boston University 2003 — 2003
Graduate Certificate, Internet Technologies and Languages
Boston University 1997 — 1999
Masters, Computer Science
Wentworth Institute of Technology 1988 — 1991
Bachelor of Science, Computer Science
Wentworth Institute of Technology 1988 — 1991
Bachelor of Science, Technical Management
Bob Sabatino's Fidelity Investments Experience December 1997 - April 1999
Job Vice President Information Technology and Operations at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial April 1999 - August 2013
Fidelity Investments December 1997 - April 1999
First Data Corporation August 1992 - December 1997
Skills
Mutual Funds, Offshoring, Succession Planning, Production Support, Risk Management, Executive Management, SDLC, Process Engineering
Education
Boston University
Master's Degree, Education
Florida State University
Bachelor of Science (B.S.), Education
Delaware Life August 2013 - Present
Sun Life Financial April 1999 - August 2013
Fidelity Investments December 1997 - April 1999
First Data Corporation August 1992 - December 1997
Skills
Mutual Funds, Offshoring, Succession Planning, Production Support, Risk Management, Executive Management, SDLC, Process Engineering
Education
Boston University
Master's Degree, Education
Florida State University
Bachelor of Science (B.S.), Education
Amit Pradhan's Fidelity Investments Experience October 2001 - Present
Job System Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2001 - Present
Unique Computing, Inc May 2000 - October 2001
Siemens Information Systems Ltd September 1998 - May 2000
Skills
Software Project..., Agile Methodologies, SDLC, Business Requirements, PMP, Enterprise Architecture
Education
Boston University 2002 — 2004
Master Of Science, Computer Science
S G G S College on Engineering & technology, Nanded 1993 — 1997
BE, Computer Science
Maharashtra Board
10th& 12th
Fidelity Investments October 2001 - Present
Unique Computing, Inc May 2000 - October 2001
Siemens Information Systems Ltd September 1998 - May 2000
Skills
Software Project..., Agile Methodologies, SDLC, Business Requirements, PMP, Enterprise Architecture
Education
Boston University 2002 — 2004
Master Of Science, Computer Science
S G G S College on Engineering & technology, Nanded 1993 — 1997
BE, Computer Science
Maharashtra Board
10th& 12th
Buddy Rennie's Fidelity Investments Experience 1997 - 2009
Job Project Manager at Veritude for Fidelity Investments
Industry Financial Services
Experience
Veritude for Fidelity Investments November 2011 - February 2012
UMass Lowell June 2011 - November 2011
Intact June 2009 - September 2009
Fidelity Investments 1997 - 2009
Fidelity Investments 1993 - 2009
Fidelity Investments 1993 - 1997
northern business machines 1991 - September 1992
Skills
IT Operations, Technology Management, Customer Service, ITIL, Cross-functional Team..., Leadership, Vendor Management, Visio, MS Project, Program Management, Business Continuity, SDLC, Process Improvement
Education
Boston University 2004 — 2005
Project Management, Project Management
Medford High School 1970 — 1973
Veritude for Fidelity Investments November 2011 - February 2012
UMass Lowell June 2011 - November 2011
Intact June 2009 - September 2009
Fidelity Investments 1997 - 2009
Fidelity Investments 1993 - 2009
Fidelity Investments 1993 - 1997
northern business machines 1991 - September 1992
Skills
IT Operations, Technology Management, Customer Service, ITIL, Cross-functional Team..., Leadership, Vendor Management, Visio, MS Project, Program Management, Business Continuity, SDLC, Process Improvement
Education
Boston University 2004 — 2005
Project Management, Project Management
Medford High School 1970 — 1973
Art Phelps's Fidelity Investments Experience November 1993 - February 2009
Job Marketing Communications
Industry Marketing and Advertising
Experience
EMI Strategic Marketing February 2012 - Present
WordWorks February 2009 - Present
BNY Mellon Wealth Management April 2010 - April 2011
Fidelity Investments November 1993 - February 2009
The Boston Company/Mellon Bank October 1991 - October 1993
The Putnam Companies August 1991 - October 1991
John Hancock Mutual Life Insurance Co January 1989 - January 1991
United Way of Massachusetts Bay January 1985 - January 1988
Armed Forces Recreation Ctrs January 1983 - January 1984
U.S. Army January 1979 - January 1983
Skills
Strategic Planning, Email Marketing, Marketing, Advertising, Direct Marketing, Leadership, Lead Generation, Direct Mail, Creative Direction, Copywriting, Integrated Marketing, Marketing Communications, Proofreading
Education
New England Law Boston 1988 — 1992
JD
University of Southern California 1983 — 1984
MA, International Relations
Boston University
A.B, Music
EMI Strategic Marketing February 2012 - Present
WordWorks February 2009 - Present
BNY Mellon Wealth Management April 2010 - April 2011
Fidelity Investments November 1993 - February 2009
The Boston Company/Mellon Bank October 1991 - October 1993
The Putnam Companies August 1991 - October 1991
John Hancock Mutual Life Insurance Co January 1989 - January 1991
United Way of Massachusetts Bay January 1985 - January 1988
Armed Forces Recreation Ctrs January 1983 - January 1984
U.S. Army January 1979 - January 1983
Skills
Strategic Planning, Email Marketing, Marketing, Advertising, Direct Marketing, Leadership, Lead Generation, Direct Mail, Creative Direction, Copywriting, Integrated Marketing, Marketing Communications, Proofreading
Education
New England Law Boston 1988 — 1992
JD
University of Southern California 1983 — 1984
MA, International Relations
Boston University
A.B, Music
Barbara Michaelsen's Fidelity Investments Experience 1987 - 2001
Job SVP, Customer Acquisition, Consumer Bank at Sovereign Bank
Industry Marketing and Advertising
Experience
Sovereign Bank/ Santander November 2009 - Present
Bank of America August 2002 - February 2009
Fidelity Investments 1987 - 2001
Education
Boston University 1988 — 1990
EdM, Instructional Design
Sovereign Bank/ Santander November 2009 - Present
Bank of America August 2002 - February 2009
Fidelity Investments 1987 - 2001
Education
Boston University 1988 — 1990
EdM, Instructional Design
Calvin Wan's Fidelity Investments Experience July 2001 - February 2004
Job Field Engineer
Industry Computer Hardware
Experience
Hewlett-Packard January 2011 - Present
Allied Digital Services July 2010 - December 2010
Extreme Networks July 2007 - July 2010
Hewlett-Packard August 2005 - November 2006
Getronics September 2004 - August 2005
Fidelity Investments July 2001 - February 2004
Fidelity Investments April 1999 - July 2001
DecisionOne December 1997 - April 1999
Skills
Active Directory, Microsoft Exchange, Technical Support, VPN, VMware, Troubleshooting, Software Installation, Computer Hardware, Networking, Laptops, SAN, Cloud Computing, Unix, Windows, BMC Remedy, Servers, Hardware, TCP/IP, Workstations, Operating Systems, Storage, DHCP, DNS, Routers, Symantec Endpoint..., Desktop Computers, Windows Server, Network Administration, Windows XP, Windows 7, Wireless Networking, WAN, IT Operations, System Administration, Microsoft Certified..., Hyper-V, Antivirus, Microsoft Technologies, HP, Testing, Group Policy
Education
Boston University
Microsoft Certification Program
Northeastern University
Wentworth Institute of Technology
B.S., Computer Science
Hewlett-Packard January 2011 - Present
Allied Digital Services July 2010 - December 2010
Extreme Networks July 2007 - July 2010
Hewlett-Packard August 2005 - November 2006
Getronics September 2004 - August 2005
Fidelity Investments July 2001 - February 2004
Fidelity Investments April 1999 - July 2001
DecisionOne December 1997 - April 1999
Skills
Active Directory, Microsoft Exchange, Technical Support, VPN, VMware, Troubleshooting, Software Installation, Computer Hardware, Networking, Laptops, SAN, Cloud Computing, Unix, Windows, BMC Remedy, Servers, Hardware, TCP/IP, Workstations, Operating Systems, Storage, DHCP, DNS, Routers, Symantec Endpoint..., Desktop Computers, Windows Server, Network Administration, Windows XP, Windows 7, Wireless Networking, WAN, IT Operations, System Administration, Microsoft Certified..., Hyper-V, Antivirus, Microsoft Technologies, HP, Testing, Group Policy
Education
Boston University
Microsoft Certification Program
Northeastern University
Wentworth Institute of Technology
B.S., Computer Science
Barbara Finkemeyer's Fidelity Investments Experience 2012 - July 2013
Job Frontend Web Developer
Industry Information Technology and Services
Experience
Home August 2014 - October 2014
Fidelity Investments 2012 - July 2013
Fidelity Investments 2011 - 2012
Fidelity Investments January 2002 - 2011
Fidelity Investments January 2000 - November 2001
Boston University November 1997 - January 2000
Barnes & Noble 1996 - 1997
Skills
User Experience, User Interface, Usability, Accessibility, CSS, HTML, JavaScript, Web Development, Web Design, jQuery, Agile Methodologies, Front End Development, Web Analytics, Software Prototyping, Adobe Creative Suite, SASS, .less CSS, VBScript, PHP, Smarty PHP, Databases, Windows, Microsoft Office, iOS, Unix, ClearCase, Content Management, Troubleshooting, Internet Research, Paralegal Skills, Legal Writing, Legal Research, Non-profit Volunteer, QuickBase, Project Management, Information Architecture, User Interface Design, User-centered Design
Education
Penn Foster Career School 2013 — 2014
Career Diploma, Paralegal Studies, 3.92
Boston University 1996 — 1999
Bachelor's Degree, Astronomy/Physics
University of Massachusetts Boston 1996 — 1996
Computer Science
The University of Texas at Austin 1994 — 1995
Physics
Home August 2014 - October 2014
Fidelity Investments 2012 - July 2013
Fidelity Investments 2011 - 2012
Fidelity Investments January 2002 - 2011
Fidelity Investments January 2000 - November 2001
Boston University November 1997 - January 2000
Barnes & Noble 1996 - 1997
Skills
User Experience, User Interface, Usability, Accessibility, CSS, HTML, JavaScript, Web Development, Web Design, jQuery, Agile Methodologies, Front End Development, Web Analytics, Software Prototyping, Adobe Creative Suite, SASS, .less CSS, VBScript, PHP, Smarty PHP, Databases, Windows, Microsoft Office, iOS, Unix, ClearCase, Content Management, Troubleshooting, Internet Research, Paralegal Skills, Legal Writing, Legal Research, Non-profit Volunteer, QuickBase, Project Management, Information Architecture, User Interface Design, User-centered Design
Education
Penn Foster Career School 2013 — 2014
Career Diploma, Paralegal Studies, 3.92
Boston University 1996 — 1999
Bachelor's Degree, Astronomy/Physics
University of Massachusetts Boston 1996 — 1996
Computer Science
The University of Texas at Austin 1994 — 1995
Physics
Adam McClellan's Fidelity Investments Experience September 2007 - February 2008
Job Principal at BrightRope Consulting
Industry Information Technology and Services
Experience
Brightrope Consulting November 2013 - Present
BCBSNC April 2012 - November 2013
BCBSNC September 2008 - April 2012
BCBSNC February 2008 - September 2008
Fidelity Investments September 2007 - February 2008
BCBSNC May 2005 - September 2007
BCBSNC January 2004 - May 2005
BCBSNC July 2003 - January 2004
Self-employed December 1999 - July 2003
Eduprise, Inc. (now Sungard) April 2000 - January 2002
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Process Improvement, Program Management, Health Insurance, Visio, Business Requirements, SharePoint, Vendor Management, Enterprise Architecture, Change Management, Business Process..., HIPAA, Business Process, Software Documentation, Management, Business Intelligence, Quality Assurance, Solution Architecture, Business Process..., Integration, Business Strategy, Strategic Planning, Agile Project Management, Leadership, Enterprise Software, Analysis, Training, Team Leadership, Databases, Project Portfolio...
Education
Boston University 1997 — 1999
M.T.S, Philosophy, Theology, and Ethics
Macalester College 1989 — 1993
B.A., Communication Studies
Brightrope Consulting November 2013 - Present
BCBSNC April 2012 - November 2013
BCBSNC September 2008 - April 2012
BCBSNC February 2008 - September 2008
Fidelity Investments September 2007 - February 2008
BCBSNC May 2005 - September 2007
BCBSNC January 2004 - May 2005
BCBSNC July 2003 - January 2004
Self-employed December 1999 - July 2003
Eduprise, Inc. (now Sungard) April 2000 - January 2002
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Process Improvement, Program Management, Health Insurance, Visio, Business Requirements, SharePoint, Vendor Management, Enterprise Architecture, Change Management, Business Process..., HIPAA, Business Process, Software Documentation, Management, Business Intelligence, Quality Assurance, Solution Architecture, Business Process..., Integration, Business Strategy, Strategic Planning, Agile Project Management, Leadership, Enterprise Software, Analysis, Training, Team Leadership, Databases, Project Portfolio...
Education
Boston University 1997 — 1999
M.T.S, Philosophy, Theology, and Ethics
Macalester College 1989 — 1993
B.A., Communication Studies
yosef Zweibach's Fidelity Investments Experience April 2006 - July 2008
Job Head of quant sales at Barclays Capital
Industry Financial Services
Experience
Barclays Capital August 2009 - Present
Evergreen Investments July 2008 - June 2009
Wachovia corporation July 2008 - June 2009
Fidelity Investments April 2006 - July 2008
Skills
Mutual Funds, Securities, Process Improvement, Asset Allocation, Cross-functional Team..., Banking, Leadership, Project Management, Strategy, Series 7, Investments, Series 63, Portfolio Management, Equities, Financial Modeling, Asset Managment, Bloomberg, Leadership Development, Financial Analysis, Sales, Risk Management, Due Diligence
Education
Boston University 2004 — 2008
BA, Management
Barclays Capital August 2009 - Present
Evergreen Investments July 2008 - June 2009
Wachovia corporation July 2008 - June 2009
Fidelity Investments April 2006 - July 2008
Skills
Mutual Funds, Securities, Process Improvement, Asset Allocation, Cross-functional Team..., Banking, Leadership, Project Management, Strategy, Series 7, Investments, Series 63, Portfolio Management, Equities, Financial Modeling, Asset Managment, Bloomberg, Leadership Development, Financial Analysis, Sales, Risk Management, Due Diligence
Education
Boston University 2004 — 2008
BA, Management
Bruno Weinberg Crocco, CFA's Fidelity Investments Experience August 2014 - Present
Job Research Associate Global Asset Allocation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments February 2010 - August 2014
Agricola Manaca Participacoes January 2004 - December 2009
BNP Paribas Brazil June 2006 - September 2006
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Financial Risk, Bloomberg, FactSet, Haver, Morningstar Direct, Asset Management, Monte Carlo Simulation, VAR, Portfolio Optimization, Matlab, Microsoft Excel, Equities, Financial Markets, Trading, Fixed Income, Financial Analysis, Capital Markets, Economics
Education
Boston University 2007 — 2009
MS, Mathematical Finance
Boston University 2005 — 2009
BS, Business Administration/Finance
Boston University 2005 — 2009
BA, Pure and Applied Mathematics
Colegio Santa Cruz
High School
Fidelity Investments August 2014 - Present
Fidelity Investments February 2010 - August 2014
Agricola Manaca Participacoes January 2004 - December 2009
BNP Paribas Brazil June 2006 - September 2006
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Financial Risk, Bloomberg, FactSet, Haver, Morningstar Direct, Asset Management, Monte Carlo Simulation, VAR, Portfolio Optimization, Matlab, Microsoft Excel, Equities, Financial Markets, Trading, Fixed Income, Financial Analysis, Capital Markets, Economics
Education
Boston University 2007 — 2009
MS, Mathematical Finance
Boston University 2005 — 2009
BS, Business Administration/Finance
Boston University 2005 — 2009
BA, Pure and Applied Mathematics
Colegio Santa Cruz
High School
Andrew Nefsky's Fidelity Investments Experience 1993 - 1999
Job Front End Engineer at Equinox Fitness
Industry Information Technology and Services
Experience
Equinox Fitness June 2015 - Present
ASCAP March 2014 - June 2015
McgarryBowen (Advertising) December 2012 - October 2013
Publishers Clearing House February 2012 - November 2012
CAST Educational (cast.org) March 2009 - January 2010
ITA Software November 2007 - January 2009
Rovi (formerly Macrovision) 2005 - 2007
Yahoo! (HotJobs) 2005 - 2006
Various consulting positions 1999 - 2005
Fidelity Investments 1993 - 1999
Education
Boston University
Master of Science (MS), Computer Science
Cooper Union
Bachelor of Science (BS), Mechanical Engineering
Equinox Fitness June 2015 - Present
ASCAP March 2014 - June 2015
McgarryBowen (Advertising) December 2012 - October 2013
Publishers Clearing House February 2012 - November 2012
CAST Educational (cast.org) March 2009 - January 2010
ITA Software November 2007 - January 2009
Rovi (formerly Macrovision) 2005 - 2007
Yahoo! (HotJobs) 2005 - 2006
Various consulting positions 1999 - 2005
Fidelity Investments 1993 - 1999
Education
Boston University
Master of Science (MS), Computer Science
Cooper Union
Bachelor of Science (BS), Mechanical Engineering
Stella Zammitto's Fidelity Investments Experience 1996 - June 2013
Job Project Manager at STV | DPM (Diversified Project Management)
Industry Facilities Services
Experience
STV DPM (Diversified Project Management) March 2015 - Present
Diversified Project Management June 2014 - Present
Diversified Project Management December 2013 - Present
Fidelity Investments 1996 - June 2013
Creative Office Pavilion June 2005 - August 2006
Partners HealthCare 2005 - 2006
Shawmut Bank of Boston 1983 - 1996
Skills
SDLC, Program Management, Proficient in Microsoft..., Vendor Management, Business Analysis, Financial Services, Relationship Management, Project Management, Business Strategy, Relocation Management, Facilities Management, Space Management, Space planning, Site Readiness, Risk Management, Process Improvement, Outsourcing, Project Portfolio..., PMP, Leadership, PMO, Business Process..., MS Project, Project Planning, Corporate Relocation, Microsoft Project
Education
Boston University 2001 — 2002
Project Management Certificate
Northeastern University 1997 — 1998
Project Management and Communications courses,
STV DPM (Diversified Project Management) March 2015 - Present
Diversified Project Management June 2014 - Present
Diversified Project Management December 2013 - Present
Fidelity Investments 1996 - June 2013
Creative Office Pavilion June 2005 - August 2006
Partners HealthCare 2005 - 2006
Shawmut Bank of Boston 1983 - 1996
Skills
SDLC, Program Management, Proficient in Microsoft..., Vendor Management, Business Analysis, Financial Services, Relationship Management, Project Management, Business Strategy, Relocation Management, Facilities Management, Space Management, Space planning, Site Readiness, Risk Management, Process Improvement, Outsourcing, Project Portfolio..., PMP, Leadership, PMO, Business Process..., MS Project, Project Planning, Corporate Relocation, Microsoft Project
Education
Boston University 2001 — 2002
Project Management Certificate
Northeastern University 1997 — 1998
Project Management and Communications courses,
Axel Vermeil's Fidelity Investments Experience June 2012 - August 2012
Job Cofounder and software engineer at Altus.io
Industry Computer Software
Experience
Altus.io February 2014 - Present
Flipkey March 2013 - February 2014
Luckymetrics September 2012 - January 2013
Guitar Lesson Lounge Ltd. June 2010 - January 2013
Studios Tapis Rouge August 2009 - January 2013
Fidelity Investments June 2012 - August 2012
Exotissimo Travel May 2011 - August 2011
Skills
PHP, JavaScript, CSS, XHTML, SQL, Wordpress, Drupal, Concrete5, SEO, Google Adwords, Google Analytics, Social Media Marketing, Java, C, Unix, Teamwork, Writing, French, Agile Methodologies, Agile Testing, Web Development, Web Analytics, Web Tracking, Website Development, Google API, Clickbank, WordPress
Education
Boston University 2009 — 2013
Bachelor of Arts (BA), Computer Science
Altus.io February 2014 - Present
Flipkey March 2013 - February 2014
Luckymetrics September 2012 - January 2013
Guitar Lesson Lounge Ltd. June 2010 - January 2013
Studios Tapis Rouge August 2009 - January 2013
Fidelity Investments June 2012 - August 2012
Exotissimo Travel May 2011 - August 2011
Skills
PHP, JavaScript, CSS, XHTML, SQL, Wordpress, Drupal, Concrete5, SEO, Google Adwords, Google Analytics, Social Media Marketing, Java, C, Unix, Teamwork, Writing, French, Agile Methodologies, Agile Testing, Web Development, Web Analytics, Web Tracking, Website Development, Google API, Clickbank, WordPress
Education
Boston University 2009 — 2013
Bachelor of Arts (BA), Computer Science
Winthrop (Wink) Ashworth's Fidelity Investments Experience 2006 - 2012
Job Managing Director at Hale, Waters & Co.
Industry Financial Services
Experience
Hale, Waters & Co. June 2013 - Present
Fidelity Investments 2006 - 2012
Fidelity Investments 2000 - 2006
SYMPHONI INTERACTIVE 1998 - 2000
Skills
Trading Systems, Securities, Fixed Income, Capital Markets, Options, FINRA, Equities, Series 7
Education
Boston University
Courses in Business Administration
Hale, Waters & Co. June 2013 - Present
Fidelity Investments 2006 - 2012
Fidelity Investments 2000 - 2006
SYMPHONI INTERACTIVE 1998 - 2000
Skills
Trading Systems, Securities, Fixed Income, Capital Markets, Options, FINRA, Equities, Series 7
Education
Boston University
Courses in Business Administration
Amy Lassiter's Fidelity Investments Experience February 1995 - May 1998
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Self-employed September 2004 - Present
IBM June 1998 - September 2004
Fidelity Investments February 1995 - May 1998
Education
Boston University
Master of Arts, Public Relations / Corporate Communications
Bryant University
Bachelor of Science, Marketing
Self-employed September 2004 - Present
IBM June 1998 - September 2004
Fidelity Investments February 1995 - May 1998
Education
Boston University
Master of Arts, Public Relations / Corporate Communications
Bryant University
Bachelor of Science, Marketing
Alison Liao's Fidelity Investments Experience June 2014 - August 2014
Job Intern at Fidelity Investments
Industry
Experience
Best Buy March 2014 - Present
Fidelity Investments June 2014 - August 2014
Skills
Microsoft Office
Education
Boston University 2014 — 2018
Boston Latin Academy 2008 — 2014
High School
Best Buy March 2014 - Present
Fidelity Investments June 2014 - August 2014
Skills
Microsoft Office
Education
Boston University 2014 — 2018
Boston Latin Academy 2008 — 2014
High School
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank