Fidelity Investments

Industry: Financial services company

Description

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

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

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Dean Bliss Dean Bliss Greater Boston Area Details
Dean Bliss's Fidelity Investments Experience November 2004 - February 2006
Job Owner, The Bliss Company General Contractors
Industry Construction
Experience
The Bliss Company General Contracting   June 1972 - Present
Fidelity Investments   November 2004 - February 2006

Skills
Master Carpenter, Certified Project..., Interior Design, Landscape Design, Architectural, Network Engineering, Network Administration

Education
Boston University   1995 — 1996
CE, Network Engineering

Wentworth Institute of Technology   1973 — 1975
Certificate, Construction Management

New England Conservatory of Music   1973 — 1974
Certificate of Study, Music Performance, General

Dean Jr. College   1970 — 1972
AS, Music

Clement Su Clement Su Greater Boston Area Details
Clement Su's Fidelity Investments Experience June 2015 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
SevOne Inc  May 2014 - August 2014
Boston University College of Engineering  August 2012 - September 2013
Boston University Office of Rental Property Management   September 2011 - August 2012
Newton Environmental Science Program   January 2009 - July 2009

Skills
Linux, Windows, C++, Matlab, Verilog, Java, Python, Networking, C, Unix

Education
Boston University   2011 — 2015
Bachelor of Science (B.S.), Computer Engineering

Newton South High School   2007 — 2011

Gail Goolgasian Gail Goolgasian Greater Boston Area Details
Gail Goolgasian's Fidelity Investments Experience June 2000 - February 2009
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America  2010 - Present
Fidelity Investments   June 2000 - February 2009
Mercer  1992 - 1995
Kendall Company  1988 - 1992

Education
Boston University   1978 — 1982
B.S., Communications

Eileen R. DerGurahian Eileen R. DerGurahian Greater Boston Area Details
Eileen R. DerGurahian's Fidelity Investments Experience October 2003 - August 2007
Job Compensation Professional
Industry Human Resources
Experience
Sun Life Financial (U.S.) Services, Inc.   September 2007 - March 2012
Fidelity Investments   October 2003 - August 2007
MFS Investment Management  June 2000 - October 2003
Raytheon  September 1999 - June 2000
Digital Equipment Corporation  February 1980 - September 1999

Skills
Reward Systems, Incentive Programs, Executive Pay, Sales Compensation, Succession Planning, Performance Management, Employee Benefits, Human Resources, Organizational Design, Compensation Structures, Organizational..., Deferred Compensation, Job Evaluation, Benefits Administration, Workforce Planning, HRIS, 401k

Education
Boston University
Bachelor of Arts (BA), Psychology

Troy High School, Troy, New York
HS Diploma, Mathematics

Emil Demikat Emil Demikat Hartford, Connecticut Area Details
Emil Demikat's Fidelity Investments Experience October 1996 - October 1997
Job IT Business/Project Manager, Equity Momentum Trader
Industry Financial Services
Experience
Self  March 2009 - December 2013
UnitedHealth Group  September 2008 - January 2010
Travelers Insurance  January 2003 - October 2005
CIGNA Healthcare  November 2001 - October 2002
Private Healthcare Systems  January 2001 - September 2001
Granitar Systems   July 1999 - September 2000
BankBoston (now Bank of America)   December 1997 - February 1999
Fidelity Investments   October 1996 - October 1997
Parexel International  January 1996 - September 1996
Fidelity Investments   1994 - 1995

Skills
IT Business Analysis, IT Proj. Management, Real Estate Subdivisions, Equity Stock Investments, Portfolio Management, Business Analysis, Management, Project Management, Oracle, Analysis, Business Process, Quality Assurance, Management Consulting, SDLC, Security, Risk Management, Data Analysis, Business Intelligence, Vendor Management

Education
University of Hartford   1970 — 1976
BS, MBA, Economics and Accounting, 3.75

Boston University
Cerfirticate in Client server Technology

Ginny Teta Ginny Teta Naples, Florida Area Details
Ginny Teta's Fidelity Investments Experience August 1994 - May 1999
Job "Don't wish it were easier, wish you were better."
Industry Market Research
Experience
SW Fl Polygraph & Background Verification, L.L.C.   January 2000 - Present
Commercial HVAC Service, Inc,   January 2008 - January 2015
Fidelity Investments   August 1994 - May 1999

Skills
Business Strategy, Recruiting, Strategy, Retail, Time Management, Insurance, Small Business, Customer Service, Public Relations, Management, Marketing, Web Analytics, Project Management, New Business Development, Operations Management, Marketing Strategy, Strategic Planning, Online Marketing

Education
Boston University   1994 — 1995
Bachelor of Science (B.S.), Criminal Justice & Urban Affairs

Devon Kearney Devon Kearney Raleigh-Durham, North Carolina Area Details
Devon Kearney's Fidelity Investments Experience December 2011 - March 2015
Job Watson Systems Engineer, at IBM
Industry Information Technology and Services
Experience
IBM  March 2015 - Present
Fidelity Investments   December 2011 - March 2015
Fidelity Investments   January 2009 - December 2011
Fidelity Investments   May 2008 - January 2009
Fidelity Investments   May 2007 - March 2008
Canadian Consulate General  September 1995 - May 2007
Project Software Development Inc. (now MRO Software, IBM)   May 1994 - September 1995

Skills
SDLC, Unix, Microsoft SQL Server, Testing, Requirements Analysis, Agile Methodologies, SQL, Quality Center, Requirements Gathering, Business Analysis, HP Quality Center, ITIL, Quality Assurance, Disaster Recovery, Oracle, Release Management, Process Improvement, Scripting, Production Support, Splunk, Dynatrace, ALM, Windows Server, RequisitePro, F5 BigIP, System Monitoring

Education
Syracuse University - Martin J. Whitman School of Management   1987 — 1991
B.S., Finance, Marketing

Boston University   2001 — 2002
Certificate, Masters Certificate in C/C++ Programming and Windows Development

City University London   1989 — 1990
Economics

McQuaid Jesuit High School, Rochester NY
High School

Dan Torcia Dan Torcia Greater Boston Area Details
Dan Torcia's Fidelity Investments Experience October 1986 - Present
Job Trading Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 1986 - Present

Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds, Trading, Securities, Equities, Bloomberg, Options, Investments, Series 4, Series 3, Series 9/10

Education
Kutztown University of PA   1982 — 1986
Bachelor's degree, Business Administration and Management, General

Boston University

David Carolan David Carolan Greater Boston Area Details
David Carolan's Fidelity Investments Experience 1998 - 2002
Job Charles Schwab & Co. Vice President Investment Consultant
Industry Investment Management
Experience
Charles Schwab - Chestnut Hill   February 2002 - Present
Fidelity Investments   1998 - 2002
Fidelity Investments   1993 - 1998

Skills
Portfolio Management, Analysis, Series 7, Asset Allocation, Investment Management, Relationship Management, Equities, Investments, Finance, Mutual Funds, Financial Services, Trading, Asset Management

Education
Boston University   2005 — 2007
Financial Planning, Investment Allocation and Estate Planning

University of Massachusetts Boston   1988 — 1993
BA, Economics

Boston College High School   1984 — 1988

Dorothea M. Nelson Dorothea M. Nelson Braintree, Massachusetts Details
Dorothea M. Nelson's Fidelity Investments Experience May 2008 - September 2009
Job Bond Producer at Twinbrook Insurance Brokerage
Industry Insurance
Experience
Twinbrook Insurance Brokerage  October 2014 - Present
J.P. Morgan   September 2009 - December 2013
Fidelity Investments   May 2008 - September 2009
Fidelity Investments   June 2007 - January 2008

Skills
Series 7, Series 63

Education
Boston University   2004 — 2008
Bachelor of Business Administration (BBA)

Fontbonne Academy   2000 — 2004

Douglas Lamont Douglas Lamont Greater Boston Area Details
Douglas Lamont's Fidelity Investments Experience November 2006 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2006 - Present
Fidelity Investments   August 2005 - November 2006
Putnam Investments  December 2002 - August 2005
Putnam Investments  November 2001 - December 2002

Education
Boston University
BA

Boston University School of Public Communication
MS, Journalism

Harvard University Extension
Certificate of Business Administration, Business

Cynthia Thibodeau Cynthia Thibodeau Falmouth, Massachusetts Details
Cynthia Thibodeau's Fidelity Investments Experience September 1986 - September 2003
Job Cape Cod Realtor
Industry Real Estate
Experience
William Raveis Real Estate  May 2012 - Present
Marsh & McLennan Companies, Inc.   April 2005 - May 2012
Columbia Management  September 2003 - December 2004
Fidelity Investments   September 1986 - September 2003
Schmalenberger & Nargassans Advertising Agency   September 1976 - September 1986

Skills
Marketing Communications, Public Relations, Sales Support, Business Development, Risk Management, Negotiation, Risk Assessment, Collaborative Problem..., Project Management, Strategic Planning, Vendor Management, Process Improvement, Legal Compliance, Real Estate, Property, Digital Photography, Writing, Image and copy editing, Microsoft Office, Apple iWorks, Event Planning, Logistics Management

Education
Boston University
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication

Boston University
Bachelor of Science (B.S.), Communications and Public Relations

Pine Manor College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Chapmann Chen Chapmann Chen Greater New York City Area Details
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

George Ballester George Ballester Greater Pittsburgh Area Details
George Ballester's Fidelity Investments Experience August 1987 - July 1988
Job Payback Consulting LLC, Retired from BONY Mellon
Industry Information Technology and Services
Experience
Payback Consulting LLC   May 2015 - Present
BNY Mellon  May 2012 - May 2015
CIBER Inc.  February 2011 - April 2012
Payback Consulting LLC   November 2010 - February 2011
CDI Business Solutions  May 2010 - November 2010
T. Rowe Price  January 2007 - May 2009
Volt  August 2006 - October 2006
XSP  February 2005 - March 2006
BNY Mellon  July 1988 - December 2004
Fidelity Investments   August 1987 - July 1988

Skills
Business Analysis, Banking, SDLC, Corporate Actions, Requirements Gathering, Vendor Management, Requirements Analysis, Business Process, PMO, IT Strategy, Business Requirements, Project Planning, Business Intelligence, Program Management, Business Process..., Project Portfolio..., Integration, SWIFT, Risk Management, Software Project..., Process Improvement, Fixed Income, Visio, Outsourcing, Back Office, COBOL, Asset Management, Process Engineering, Business Strategy, Change Management, Compliance, Trading Systems, MS Project, Product Management, Team Management, Data Warehousing, Business Transformation, FEDWIRE, STP, Cash Management, Risk, Business Management, Investment Banking, FX, Project Implementation, Customer Relations, Financial Analysis, Agile, Operations Management, Unix

Education
BNYM Toastmasters   2013 — 2015

Boston University   1979 — 1980
N/A, Computer Science Night Courses

University of Oxford   1972 — 1973
MA (Dipl), History & Philosophy of Science

The London School of Economics and Political Science (LSE)   1971 — 1972
None, Logic & Scientific Method

University of New Hampshire   1968 — 1971
BA, Philosophy

Cheryl DeKorte Cheryl DeKorte Greater Boston Area Details
Cheryl DeKorte's Fidelity Investments Experience 2007 - 2015
Job Vice President Risk Management at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   2015 - Present
Fidelity Investments   2007 - 2015
Altran Control Solutions  2003 - 2007
PwC  2002 - 2003
PTech (Process Technology)   2001 - 2002
Demos Consulting Group   2000 - 2001
Staples  1997 - 2000
United States Air Force  1988 - 1996

Skills
Financial Analysis, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Process Improvement, Business Analysis, Vendor Management, Program Management, Strategy, Management, Analysis, Start-ups, Mergers & Acquisitions, Business Process, Project Management, Due Diligence, Leadership, Budgets

Education
Harvard University   1999 — 1999
Post Graduate Studies, International Business / Communications

Central Michigan University   1993 — 1995
Master of Science, Business / Organizational Behavior

Park University   1991 — 1993
Bachelor of Science, Business Management / Marketing

Community College of the Air Force   1989 — 1991
Associate of Science, Supply Chain / Logistics

Louisiana Tech University   1989 — 1991
Associate of General Studies, Business

Boston University
Project Management Certification

Motorola University
Six Sigma Green Belt

Darian Lin Darian Lin Greater Los Angeles Area Details
Darian Lin's Fidelity Investments Experience January 2006 - July 2006
Job Senior Technical Analyst at Keenan Benefit Underwriting and Actuarial Services
Industry Health, Wellness and Fitness
Experience
Keenan  July 2015 - Present
Aon Hewitt  June 2013 - August 2014
YungDa Tech Co.   January 2009 - August 2012
Towers Watson  August 2006 - August 2008
Fidelity Investments   January 2006 - July 2006
Fidelity Investments   January 2005 - January 2006
Boston University, Metropolitan College  July 2004 - December 2004

Skills
SAS programming, VBA, Microsoft Office, SQL, HR Consulting, Healthcare Consulting, Engagement, ProVal, Data Analysis, CRM, Employee Benefits, Consulting, Project Management, Management, Actuarial Science, Strategy

Education
ARC Academey   2012 — 2013
Certificate, Japanese Language

Boston University   2003 — 2005
Master of Science (M.S.), Actuarial Science

National Taipei University   1999 — 2003
Bachelor of Arts (B.A.), Statistics

Tsai Hsin

Elizabeth Lindsey Elizabeth Lindsey Stoughton, Massachusetts Details
Elizabeth Lindsey's Fidelity Investments Experience January 1998 - January 2007
Job Event Designer @ Simplistic Charm
Industry Events Services
Experience
Simplistic Charm   April 2010 - Present
Fidelity Investments   January 1998 - January 2007

Skills
Event Management, Event Planning, Marketing, Corporate Events, Meeting Planning, Social Media, Customer Service, Trade Shows, Social Media Marketing, Community Outreach

Education
Boston University   1996 — 1998

Dmitri Artemiev Dmitri Artemiev Greater Boston Area Details
Dmitri Artemiev's Fidelity Investments Experience 1999 - 2007
Job Portfolio Manager at U.S. Trust
Industry Investment Banking
Experience
U.S. Trust   March 2013 - Present
Sun Capital Advisers   June 2011 - March 2013
Conning Asset Management  April 2009 - May 2011
Oppenheimer Funds  January 2007 - March 2009
Fidelity Investments   1999 - 2007

Skills
Fixed Income, Trading, Analysis, Research, Mortgage

Education
Boston University
Software Engineering

Financial Academy
BS, Financial Engineering, Finance & Credit

Southern New Hampshire University
MBA, Finance

Deirdre (Hatfield) Peters Deirdre (Hatfield) Peters Greater Boston Area Details
Deirdre (Hatfield) Peters's Fidelity Investments Experience July 2007 - December 2007
Job Business Development and New Technology
Industry Marketing and Advertising
Experience
CJ Affiliate by Conversant  May 2014 - Present
Vistaprint  August 2012 - May 2014
Staples  February 2012 - August 2012
Staples  November 2010 - January 2012
Titleist  May 2009 - June 2010
Team in Training  August 2009 - November 2009
Converse  June 2009 - August 2009
Fidelity Investments   July 2007 - December 2007

Skills
Market Research, Pricing, Marketing, Statistical Modeling, Marketing Strategy, Customer Satisfaction, Vendor Relations, Customer Insight, Portfolio Strategy, Data Analysis, Analytics, Strategy, Portfolio Management, Product Marketing, Product Development, Leadership, Digital Marketing, Strategic Planning, Business Planning, Analysis

Education
Massachusetts Institute of Technology - Sloan School of Management   2008 — 2010
MBA, Marketing, Strategy, Analytics

Boston University   2006 — 2008
BA, Mathematics

Texas Tech University   2004 — 2005
Mathematics

Dal Stearns Dal Stearns Greater Boston Area Details
Dal Stearns's Fidelity Investments Experience March 2004 - August 2005
Job Product Manager/Business Systems Analyst
Industry Financial Services
Experience
GreenLight Property Management   December 2013 - Present
Various  January 2009 - December 2013
State Street Corporation  August 2005 - January 2009
Fidelity Investments   March 2004 - August 2005
Fidelity Investments   July 2000 - October 2002
Putnam Investments  June 1997 - July 2000
Fidelity Investments   November 1989 - June 1997
The Boston Company  July 1983 - November 1989
Concord National Bank   June 1981 - July 1983
US Army  March 1977 - March 1981

Skills
Process Improvement, Management, Project Management, Business Analysis, Financial Services, Management Consulting, Fixed Income, Equities, Trading Systems, Electronic Trading

Education
Boston University
MS, Computer Information Systems

Boston University
BS, Computer Science

Donna Moynihan Donna Moynihan Raleigh-Durham, North Carolina Area Details
Donna Moynihan's Fidelity Investments Experience October 1996 - Present
Job VP Implementation at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   October 1996 - Present
Towers Perrin  September 1991 - September 1996

Skills
Defined Benefit, Change Management, Business Analysis, Benefits Administration, BPO, Employee Benefits, Financial Services, Leadership, Outsourcing, PMO, Pensions, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Retirement, SDLC, Software Project..., Vendor Management

Education
Boston University   2003 — 2005
MS, Masters in HR Administration

Boston University   1985 — 1989
BS, Bachelor of Science in Management

Eric Hopkins Eric Hopkins Greater Boston Area Details
Eric Hopkins's Fidelity Investments Experience February 2005 - November 2005
Job Compliance Officer II at Santander Securities
Industry Financial Services
Experience
Santander Securities  August 2013 - Present
LPL Financial  December 2012 - August 2013
LPL Financial  May 2011 - December 2012
MetLife  November 2010 - May 2011
MetLife  November 2007 - November 2010
State Street Bank  November 2005 - November 2007
Fidelity Investments   February 2005 - November 2005

Skills
Series 24, Series 63, Series 7, FINRA, Series 6, Series 53, Series 65, Series 26, Series 4

Education
Boston University   2008 — 2009
Graduate Certificate, Financial Planning

University of Newcastle   2004 — 2004
M.S., Finance

University of Tampa   2000 — 2003
B.S., Management, Economics, Criminology

Diane Goldberg Diane Goldberg Boston, Massachusetts Details
Diane Goldberg's Fidelity Investments Experience August 2008 - Present
Job VP at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   August 2008 - Present
Fidelity Investments   April 2006 - August 2008
Fidelity Investments   April 1999 - April 2006
Allmerica Financial  April 1996 - April 1999
Allmerica Financial  April 1993 - April 1996

Skills
Defined Benefit, Employee Benefits, Pensions, Defined Contribution, Retirement Planning, Product Management, Risk Management, Outsourcing, Project Management, Requirements Gathering, Process Improvement, Negotiation, SDLC, Equities, PMP, PMO, Vendor Management, Program Management, Cross-functional Team...

Education
Boston University   1980 — 1984
BA, Mathematics

Glen Votapka Glen Votapka Greater Boston Area Details
Glen Votapka's Fidelity Investments Experience July 1993 - Present
Job Vice President Managing Director Fidelity Workplace Services Large Plans
Industry Financial Services
Experience
Fidelity Investments   July 1993 - Present

Skills
Series 7, Series 63, Retirement, Mutual Funds, 401k, Series 24, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Alternative Investments, Investment Management, Investment Advisory, Series 6, Securities, Financial Services, ERISA, Equities, FINRA

Education
Boston University   2003 — 2004
Executive - MBA, Business

UMass - Amherst   1984 — 1989
Finance, Business

Dana Winikates Dana Winikates Greater Boston Area Details
Dana Winikates's Fidelity Investments Experience 1996 - 2002
Job Software Engineer at Duxbury Systems, Inc.
Industry Computer Software
Experience
Duxbury Systems, Inc.   January 2009 - Present
State Street Corp  November 2002 - December 2008
Fidelity Investments   1996 - 2002
Agfa-Gevaert NV, Belgium   1995 - 1996
Agfa  1983 - 1996
Agfa-Gevaert, Wilmington, MA   1988 - 1995
Agfa-Compugraphic  1988 - 1995

Skills
Software Development, Business Analysis, User Interface Design, C++, Analysis, Software Engineering, Agile Methodologies, Web Applications, Requirements Gathering, Software Project..., Visual Studio, C#, XML, C, Unix, Linux

Education
Boston University   1986 — 1988
MACS, Computer Science

Michigan State University
Bachelor of Arts (B.A.)

Claire Lewis Claire Lewis Charlottesville, Virginia Details
Claire Lewis's Fidelity Investments Experience May 2008 - July 2008
Job MBA Candidate at University of Virginia Darden School of Business
Industry Financial Services
Experience
Cambridge Associates  November 2011 - July 2014
JoycePayne Partners  October 2009 - November 2011
Fidelity Investments   May 2008 - July 2008

Skills
Equities, Valuation, Investments

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (MBA)

University of Virginia Darden School of Business   2014 — 2016

University of Richmond   2006 — 2009

The Tuck School of Business at Dartmouth   2008 — 2008
Tuck Business Bridge Program

Boston University   2005 — 2006

Eric Ashe Eric Ashe Boston, Massachusetts Details
Eric Ashe's Fidelity Investments Experience July 2011 - April 2012
Job Fulfillment and Logistics at Tracksmith
Industry Sports
Experience
Tracksmith   September 2014 - Present
Simmons College  August 2014 - Present
Self Employed  May 2010 - Present
Greater Boston Running Company  June 2013 - August 2014
Boston University  September 2011 - June 2014
Fidelity Investments   July 2011 - April 2012
Boston Red Sox  April 2010 - September 2010

Skills
Sports, Sales, Fundraising, Leadership, Microsoft Office, Social Media, Time Management

Education
Boston University   2010 — 2012
MA, Criminal Justice

Boston University   2006 — 2010
BA, International Relations

Doug Preveza Doug Preveza Greater New York City Area Details
Doug Preveza's Fidelity Investments Experience May 2000 - October 2003
Job Compliance Specialist
Industry Financial Services
Experience
Infinex Finanacial Group   May 2012 - Present
FINRA  May 2006 - May 2012
South Shore Mental Health  April 2005 - May 2012
FINRA (formerly NASD)   May 2004 - November 2010
Fidelity Investments   May 2000 - October 2003
Investors Capital  February 1997 - May 2000
State Street Bank  February 1996 - February 1997
Dean Witter  September 1995 - February 1996

Skills
Customer Relations, Problem Solving, Customer Service, Teaching, Auditing, Compliance, Team Leadership, Managerial, Trading

Education
Boston University
MBA

Bryant University   1991 — 1995
B.S., Finance

Devon Valliere Devon Valliere Dallas/Fort Worth Area Details
Devon Valliere's Fidelity Investments Experience April 2014 - Present
Job Due Diligence Investigations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
Fidelity Investments   August 2011 - April 2014
Fidelity Investments   May 2007 - August 2011
Police Foundation  May 2006 - July 2006

Education
Boston University   2013 — 2014
Risk Management and Organizational Continuity (Graduate Certificate)

Boston University   2008 — 2010
Master of Criminal Justice (MCJ)

Saint Anselm College   2003 — 2007
Bachelor of Arts (BA)

Cong Han Cong Han Greater Boston Area Details
Cong Han's Fidelity Investments Experience July 2001 - March 2007
Job
Industry Financial Services
Experience
Towers Watson  2015 - Present
Transamerica Retirement Solutions  March 2007 - April 2015
Fidelity Investments   July 2001 - March 2007

Skills
Operations Management, Operational Efficiency, Business Strategy, Team Leadership, Project Management, Mathematical Analysis, Microsoft Excel, Process Improvement, Process Engineering, Pensions, Risk Management, Restricted Stock, Financial Reporting, ESPP, Employee Stock Options, FASB, Financial Analysis, Retirement, Retirement Planning, Employee Benefits, Financial Services

Education
Boston University   2000 — 2001
Master of Science (MS), Actuarial Science

Darla Hastings Darla Hastings New York, New York Details
Darla Hastings's Fidelity Investments Experience May 1979 - April 1995
Job Chief Marketing Officer at MSCI
Industry Marketing and Advertising
Experience
MSCI  September 2013 - Present
Fulbright & Jaworski (Norton Rose Fulbright)   May 2012 - August 2013
Dimensional Fund Advisors  January 2007 - March 2010
State Street Corporation  September 2001 - October 2004
INCommunication   1995 - 2001
Fidelity Investments   May 1979 - April 1995

Skills
Corporate Communications, Marketing Strategy, Marketing, Crisis Communications, Crisis Management, Writing, Strategic Planning, New Business Development, Business Strategy, Business Analysis, Customer Satisfaction, Manage Client..., Client Relations Skills, Customer Retention, Customer Service, Customer Insight, Customer Experience, Media Relations, Market Research, Competitive Intelligence, Corporate Branding, Brand Awareness, Brand Development..., Brand Positioning..., Strategic Communications, Management Consulting, Consulting, Executive Management, Executive..., Annual Meetings, Internal & External..., Messaging, Team Leadership, Leadership, Creative Direction, Strategic Creative..., Marketing Management, Strategy, Sales Presentations, Global Marketing, Global Strategy, Acquisition Integration, Thought Leadership, Advertising, Web Marketing, Customer Satisfaction...

Education
The University of Texas at Austin   1973 — 1976
BA

Boston University

Dave Harter Dave Harter Greater Boston Area Details
Dave Harter's Fidelity Investments Experience August 2007 - June 2014
Job Senior Director at Peloton
Industry Management Consulting
Experience
Fidelity Investments   August 2007 - June 2014
Fidelity Investments   August 2005 - August 2007
Fidelity Investments   September 2001 - August 2005
FairMarket  November 1999 - September 2001
KPMG LLP  February 1999 - November 1999
Olsten Staffing Services  December 1994 - January 1999
Medical University of South Carolina  July 1993 - August 1994

Skills
Business Intelligence, Oracle, Databases, Data Warehousing, Enterprise Architecture, SDLC, Software Development, Agile Methodologies, OBIEE, Data Modeling, Enterprise Software, Java, Analytics, Solution Architecture, OLAP, Software Project..., SQL, Dashboard, ETL, Java Enterprise Edition, Data Integration, Weblogic, Database Design, Business Intelligence..., Big Data, Tableau

Education
Boston University   1989 — 1993
BA, Mathematics; BS, Psychology - Magna Cum Laude with Distinction

Dean Larrabee Dean Larrabee Trumbull, Connecticut Details
Dean Larrabee's Fidelity Investments Experience 1992 - 2000
Job Director Global Network Engineering at MetLife
Industry Information Technology and Services
Experience
MetLife  July 2015 - Present
Affinion Group  May 2013 - May 2015
Newspaper Data Exchange LLC   December 2011 - August 2012
United States Postal Service  June 2005 - December 2011
Edward Jones  2003 - 2005
Thomson Financial  2001 - 2003
Fidelity Investments   1992 - 2000
The Walt Disney Company  1989 - 1992

Skills
Vendor Management, IT Strategy, Program Management, Network Architecture, Management, Data Center, Change Management, Technical Leadership, Executive Management, Network Engineering, Network Security, ITIL, Strategic Leadership, Network Design, Computer Network..., Wireless Networking, Enterprise Architecture, Project Portfolio..., IT Service Management, ITIL Certified, Storage Area Networks, Help Desk Support, Facilities Management, Thought Leadership, Network Services, Call Center Architecture, Help Desk Implementation, Capital Budgeting, Global Management, Contract Negotiation, IT Infrastructure..., Integration

Education
Boston University   2002 — 2002
Master of Science (MS), Innovation and Technology

Northeastern University   1997 — 1998
Computer Systems Networking and Telecommunications

Constantino DeLollis Constantino DeLollis Greater Boston Area Details
Constantino DeLollis's Fidelity Investments Experience June 2014 - Present
Job Northeast Division Manager, SVP
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Charitable  October 2010 - June 2014
Fidelity Investments   1995 - 2012
Fidelity Investments   September 2006 - 2010

Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Securities, Financial Services, Series 63, Tax, Relationship Management, Investment Management, Management, IRAs, Sales, Alternative Investments, Mutual Funds, Salesforce.com, Estate Planning, Capital Markets, Team Building, Life Insurance, Fixed Annuities, Risk Management, Financial Modeling, Hedge Funds, Financial Advisory, Financial Analysis, Retirement, Pensions, Investment Advisory, Fixed Income, Asset Allocation, Retirement Planning, Wealth, Portfolio Management, Sales Management, ETFs, Separately Managed..., Equities, Insurance, Wealth Management..., Series 65, FINRA, Series 6, Options, Asset Management, Investment Strategies, 401k, Bloomberg, Finance, Bonds

Education
Boston University   1986 — 1990
Business administration, Finance

Wellesley High School

Chris McGeown Chris McGeown Greater Boston Area Details
Chris McGeown's Fidelity Investments Experience January 2008 - July 2013
Job Senior Vice President & Group CFO at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2013 - Present
Fidelity Investments   January 2008 - July 2013
Fidelity Investments   December 2003 - December 2007
Fidelity Investments   February 2001 - December 2003
Fidelity Investments   March 1999 - February 2001
Fidelity Investments   June 1993 - March 1999
GE  1985 - 1993

Education
Boston University   1982 — 1985
BS, Finance

Syracuse University   1981 — 1982

David R. Smith David R. Smith Greater Boston Area Details
David R. Smith's Fidelity Investments Experience 2005 - Present
Job Vice President Technology Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2005 - Present
Fidelity Investments   2001 - 2005
Fidelity Investments   1996 - 2001
FTP Software  1995 - 1996
Booz Allen Hamilton  1993 - 1995
Booz Allen  1993 - 1995
US Department of Defense  1991 - 1993
US Army  1988 - 1991

Skills
Agile Methodologies, Application Security, Business Analysis, CISSP, Computer Security, Enterprise Architecture, Enterprise Software, Financial Risk, Governance, Java, Management, PKI, Penetration Testing, Program Management, Requirements Analysis, Risk Management, SDLC, SSO, SaaS, Security, Software Development, Software Project..., Testing, Training, Vendor Management

Education
Boston University   1984 — 1988
BSEE

Rutgers University-New Brunswick
MSEE, Software Engineering

David Holzwasser David Holzwasser Westfield, New York Details
David Holzwasser's Fidelity Investments Experience 2005 - October 2011
Job Mainframe Consultant at TEKsystems
Industry Information Services
Experience
TEKsystems  March 2012 - Present
Fidelity Investments   2005 - October 2011
Fidelity Investments   2005 - October 2011
Fidelity Investments   2004 - 2005
Level 3 Communications  1999 - 2001
Hills Department Stores  1981 - March 1999

Skills
COBOL, CICS, MVS, JCL, TSO, ISPF, SQL, SQL database design, CLIST, IDMS, DB2, DB2/SQL, VSAM, Websphere, MQUEUE, Intertest, Xpediter, HTML/XML, ASP, VBScript, JavaScript, MS Office Suite, Quality Assurance, Code Review, Code Compliance, Troubleshooting, Testing, Software Development, Web Development, Application Development, Technical Writing, Fileaid, SPUFI, Endevor, Syncsort, IBM Utilities, IBM Mainframe, FTP, Stored Procedures, z/OS, Mainframe, Visio, XML, PL/SQL, Control-M, Visual Studio, SDSF, Database Management, Assembly

Education
Boston University
Bachelor of Science, Computer Science

Bryant College
Associate in Science, Business Administration

Christopher Thiele, CSM CSP Christopher Thiele, CSM CSP Raleigh-Durham, North Carolina Area Details
Christopher Thiele, CSM CSP's Fidelity Investments Experience May 2012 - May 2013
Job Director, PMO and Agile Program Management at Ticketmaster
Industry Information Technology and Services
Experience
Ticketmaster  August 2015 - Present
Red Hat  January 2015 - August 2015
Cisco Systems  May 2013 - January 2015
Rally Software  June 2014 - October 2014
Fidelity Investments   May 2012 - May 2013
iContact  December 2008 - March 2012
PetPartners  2004 - 2008

Skills
Project Planning, Project Coordination, Software Project..., Project Execution, Agile Project Management, Scrum, Kanban, Facility Operations, Facilities Management, SWOT analysis, PMP, Team Building, Team Leadership, Cross-functional Team..., Extreme Programming, XP, Product Management, Project Management, Agile Methodologies, Payroll, Test Driven Development, Project Portfolio..., Six Sigma, Team Management, PMO, SaaS, Salesforce.com, Strategy, Waterfall, CRM, E-commerce, Business Analysis, SDLC, JIRA, Software Development, Program Management, Leadership, Management, Certified Scrum Master..., Enterprise Software, Vendor Management, Databases, Analysis, User Stories, Requirements Analysis, Networking, Release Management, Requirements Gathering, Quality Assurance, IT Strategy

Education
Boston University   2000 — 2003
BS, Psychology, Philosophy

University School   1996 — 2000
High School Diploma, Secondary Education

Anchorage Elementary School
Elementary Diploma, Elementary Education

Glen Bradley Glen Bradley Albuquerque, New Mexico Area Details
Glen Bradley's Fidelity Investments Experience 2008 - 2011
Job Account Executive / Training Partner North America, ECCouncil
Industry Computer & Network Security
Experience
EC-Council  August 2015 - Present
LTD Investments LLC   August 2013 - Present
Bulk Connection, Inc   July 2014 - August 2015
Schneider National  October 2011 - March 2014
Fidelity Investments   2008 - 2011
AOL  July 2004 - December 2006

Skills
Transportation..., Customer Satisfaction, Project Management, Process Improvement, Customer Service, Transportation, Logistics, Operations Management, Supply Chain Management, Team Building, Change Management, Strategic Planning, Logistics Management, New Business Development, Coaching, PowerPoint, Trucking, Truckload, Freight

Education
Boston University   2009 — 2009
Certification - Project Management, Project Management

Southwest University of Visual Arts   1990 — 1993
Bachelor's degree, Marketing

St Pius X High School   1986 — 1990
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Dan Blake, MBA, CISSP Dan Blake, MBA, CISSP Greater Boston Area Details
Dan Blake, MBA, CISSP's Fidelity Investments Experience February 2001 - April 2012
Job
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals  April 2012 - Present
Fidelity Investments   February 2001 - April 2012
Xpedior (New Technology Partners)   August 1996 - February 2001
Valinor Inc.   January 1993 - August 1996

Skills
Enterprise Architecture, Disaster Recovery, Leadership, SDLC, Information Security, Vendor Management, Cloud Computing, Security, ITIL, Integration, Data Center, IT Strategy, Program Management, Virtualization, Requirements Analysis, Solution Architecture, SharePoint, Project Management, IT Management, SaaS, Cross-functional Team..., Business Intelligence, Information Technology, Enterprise Software, Networking, System Deployment, Management, Infrastructure, Technical Support, Computer Security, Troubleshooting, IT Operations, IT Service Management, Visio, VMware, Unix, Business Continuity, Software Project..., Servers, Project Portfolio..., Service Delivery, Active Directory, Storage, PMP, System Architecture, Software Documentation, System Administration, High Availability, Network Security

Education
Boston University   2003 — 2003
Certificate

University of New Hampshire - Whittemore School of Business and Economics   1999 — 2002
MBA

Villanova University   1988 — 1992
BSCS

Diana Downey Diana Downey Greater Boston Area Details
Diana Downey's Fidelity Investments Experience September 2012 - Present
Job Vice President, Marketing, Asset Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2012 - Present
Fidelity Investments   September 2007 - September 2012
Standard & Poor's   March 2003 - September 2007
Fidelity Investments   June 1994 - March 2003
MassMutual (Formerly persumma.com)   January 2001 - September 2001

Skills
Integrated Marketing, Marketing Communications, B2B, Cross-functional Team..., Messaging

Education
Boston University   2004 — 2007
MS, Communication

Westfield State University   1987 — 1991
BA, English

David DeRocha David DeRocha Greater Boston Area Details
David DeRocha's Fidelity Investments Experience July 2001 - June 2003
Job Sr. Messaging Engineer at The MENTOR Network
Industry Information Technology and Services
Experience
The MENTOR Network  August 2012 - Present
Computershare  March 2008 - August 2012
Iron Mountain  June 2003 - March 2008
Fidelity Investments   July 2001 - June 2003
Stream International  June 1995 - July 2001

Skills
Microsoft Exchange, Enterprise Vault, Disaster Recovery, Blackberry Enterprise..., Windows, Active Directory, Exchange ActiveSync, Websense, Legal Discovery, High Availability..., SMTP, Email Archiving, Email Migration, Messaging, Mail Gateways, Powershell, OCS, Quest Migration Manager, ISA, VMware, Faxination, Legal Compliance, Windows Server, DNS, Servers, Security, DHCP, Storage, Data Center, Microsoft Technologies, Technical Support, Software Documentation, HP, Hardware, Operating Systems, Microsoft SQL Server, System Deployment, Blackberry, Infrastructure

Education
Boston University   1994 — 1997
M.A.

Stonehill College   1989 — 1993
B.A.

The Washington Center for Internships and Academic Seminars   1992 — 1992
Academic Internship Semester

Frank Petrucci Frank Petrucci Greater Boston Area Details
Frank Petrucci's Fidelity Investments Experience September 2005 - May 2011
Job eDiscovery Analyst
Industry Financial Services
Experience
Counsel On Call  May 2013 - Present
Autonomy, An HP Company  May 2011 - December 2012
Fidelity Investments   September 2005 - May 2011
Genuity/GTE Internetworking  1999 - 2002
NTP   1997 - 1999
NTP Software  1997 - 1999

Skills
Project Management, eDiscovery, Litigation Support, Visio, Management, SQL, Windows, Project Portfolio..., Microsoft SQL Server, IT Strategy, Analytics, Data Center, IT Management, Requirements Gathering, JavaScript, Change Management

Education
University of New Haven   1985 — 1990
BA, Psychology

Notre Dame HIgh School   1979 — 1983

Boston University

David Marcinkiewicz David Marcinkiewicz Fort Myers, Florida Area Details
David Marcinkiewicz's Fidelity Investments Experience 2002 - 2006
Job Project Manager ITIL, PMP Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Large Defense Contractor   January 2007 - Present
AMEC Holdings   2007 - 2008
State of Massachusetts  January 2007 - February 2007
GE Capital  February 2006 - February 2007
Fidelity Investments   2002 - 2006
Wheelabrrator   1983 - 1991
Oglebay Norton Company  1978 - 1984
Oglebay Norton Company  1978 - 1984

Education
Boston University   2008 — 2011
Certificate, Certified Financial Planning

Financial Investing and Trading   2006 — 2008
Master, Financial Imvesting - Level 4 Trading

University of Massachusetts, Amherst
Computer Science

Elaine Kordis Elaine Kordis Greater Boston Area Details
Elaine Kordis's Fidelity Investments Experience May 2003 - December 2005
Job Copy Editor at Columbia Threadneedle Investments
Industry Writing and Editing
Experience
Columbia Threadneedle Investments, US  January 2006 - Present
Fidelity Investments   May 2003 - December 2005
Seattle Sonics & Storm Basketball   September 1999 - May 2002
The Seattle Times  August 1998 - March 2000
Business Wire  1996 - 1998
WBCN  1994 - 1995

Skills
Copywriting, Marketing, Marketing Communications, Editing, Editorial, Marketing Strategy, Microsoft Office

Education
Boston University
B.S., Communcaitons/Public Relations

Ethan Joos Ethan Joos Richmond, Virginia Area Details
Ethan Joos's Fidelity Investments Experience 1999 - 2005
Job Project Manager Contractor
Industry Information Technology and Services
Experience
Contractor  August 2010 - Present
Booz Allen Hamilton  2005 - August 2010
Fidelity Investments   1999 - 2005
CareTools Inc   1998 - 1999
Partners Healthcare Inc.  1997 - 1998
Blue Cross Blue Shield  1996 - 1997

Skills
Process Engineering, Business Case, Data Integration, Software Selection, PMP, ITIL, IT Strategy, Program Management

Education
Boston University
Database and Client Computing

University of New Hampshire
BS, Health Management and Policy

Evan Scott Evan Scott Greater Boston Area Details
Evan Scott's Fidelity Investments Experience April 2004 - October 2010
Job QA Manager Lead at Forrester Research
Industry Computer Software
Experience
MFS Investment Management  December 2014 - Present
Forrester Research  December 2010 - April 2014
Fidelity Investments   April 2004 - October 2010
Excelergy  September 2003 - April 2004
Banta Integrated Media  1998 - 2000
State Street Global Advisors  July 1998 - December 1998
Lotus Development  May 1989 - November 1993

Skills
Project Management, Test Planning, Test Strategy, Process Improvement, Quality Assurance, Software Quality..., Test Management, Quality Center, Test Automation, Testing, SDLC, Software Development, Requirements Analysis, Regression Testing, System Testing, Agile Methodologies, SQL, Business Analysis, Oracle, Unix, Web Services, Manual Testing, Java, QTP, Enterprise Software, HP Quality Center

Education
Boston University   1982 — 1986
BA, International Relations

Geeta Sonigra Geeta Sonigra Greater Boston Area Details
Geeta Sonigra's Fidelity Investments Experience 2011 - 2011
Job Usability Specialist at The MathWorks
Industry Design
Experience
The MathWorks  March 2011 - Present
Isobar  September 2010 - March 2012
Fidelity Investments   2011 - 2011
CaseSight  April 2010 - September 2010
CaseSight (formerly Animation Technologies)   October 2006 - April 2010
CaseSight (formerly Animation Technologies)   May 2005 - December 2005
Image Software Services   February 2005 - April 2005
Aptara Corp (Previously Maximize Learning Pvt. Ltd   November 2002 - November 2003
Aptara Corp (Previously known as Maximize Learning Pvt. Ltd.)   2002 - 2003
Intervida Foundation (India), Rotary Club (India), Freedom Boutique   June 1999 - October 2002

Skills
Flash, Typography, Logo Design, Information Architecture, Graphics, Illustration, Brochures, User Experience, User Experience Design, Storyboarding

Education
Boston University   2004 — 2006
masters, graphic design

Boston University British Programs
London Liberal Arts

Abhinav Kala Mahavidyalaya   1993 — 1998
Diploma in Graphic Design, Graphic Design

Abhinav Kala Mahavidyalaya   1993 — 1998
Diploma in Graphic Design, Graphic Design

Abhinav Kala Mahavidyalaya
BA, Graphic Design

Boston University
Masters in Fine Arts, Graphic Design

Symbiosis Institute of Business Management
Post-graduate diploma, Advertising and PR

Denise Yu Denise Yu Greater Boston Area Details
Denise Yu's Fidelity Investments Experience 1998 - 2004
Job VP Manager, OSD Valuations at JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase & Co.   September 2014 - Present
Wellington Management Company, LLP  September 2006 - September 2014
JPMorgan Chase  May 2005 - September 2006
Paloma Partners  April 2004 - April 2005
Fidelity Investments   1998 - 2004

Skills
Bloomberg, Hedge Funds, Fixed Income, Mutual Funds, Equities, Alternative Investments, Financial Analysis, Asset Management, Securities, Derivatives, Investments, Private Equity

Education
Boston University
Economics

Derek Maxwell Derek Maxwell Greater Boston Area Details
Derek Maxwell's Fidelity Investments Experience January 2015 - Present
Job Vice President, Finance
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   June 2013 - December 2014
Fidelity Investments   January 2010 - May 2013
Fidelity Investments   November 2006 - December 2009
Fidelity Investments   April 2006 - November 2006
Fidelity Investments   July 2000 - April 2006
Fidelity Investments   January 1999 - June 2000

Skills
Strategic Financial..., Financial Modeling, Finance, Strategic Planning, Business Strategy, Business Planning

Education
Stonehill College   1993 — 1997
BSBA, Finance & Economics

Boston University
MSF, Finance & Econonics

Dreama Briley Dreama Briley Greater Boston Area Details
Dreama Briley's Fidelity Investments Experience October 1998 - October 2000
Job Director, Creative Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  November 2013 - Present
UBS Wealth Management Americas  May 2011 - March 2012
ING Investment Management  April 2009 - May 2011
ING Retail Annuities   December 2007 - January 2009
ING Retirement Services  April 2004 - November 2008
ING Financial Horizons   February 2002 - April 2004
ING Funds  October 2000 - February 2002
Fidelity Investments   October 1998 - October 2000
Fidelity Investments   September 1996 - October 1998
New York Life Benefit Services Company   January 1995 - September 1996

Skills
Corporate Communications, Internal Communications, Copywriting, Marketing Strategy, Email Marketing, Direct Marketing, B2B, Web Content, Messaging, Public Relations, Customer Relations, Web 2.0, Journalism, Interactive Marketing, User Experience, Print Production, Marketing Communications, Strategic Communications, Editing, Digital Marketing, Newsletters, Brand Development, Writing, Social Networking, Media Relations, Social Media Marketing, Event Management, Integrated Marketing, Online Marketing, Public Speaking, Content Management, Team Leadership, Crisis Management, Promotions, Coaching, Mentoring, Event Planning, Crisis Communications, Social Media, Communications Planning, Intranet, Creative Development, Employee Engagement, Communications Strategy, Blogging, Content Development, Press Releases, Speech Writing, Executive Communications, Digital Strategy

Education
Improv Boston   2015 — 2015
Standup Comedy

Seton Hall University   2010 — 2015
Master of Arts/EdS, Counseling

Manhattan Comedy School   2010 — 2012
Standup Comedy, Winter 2012, Summer 2010; Storytelling, Summer 2011

Boston University   1987 — 1989
Master of Science, Public Relations

Western Carolina University   1980 — 1984
Bachelor of Science, Business Administration, Marketing major

Dee Dee Schreitmueller Dee Dee Schreitmueller New York, New York Details
Dee Dee Schreitmueller's Fidelity Investments Experience July 2004 - December 2008
Job Enterprise PMO | Portfolio Management | IT Strategy and Planning
Industry Information Technology and Services
Experience
MetLife  April 2014 - Present
MetLife  August 2012 - April 2014
Federal Home Loan Bank of Boston  May 2011 - August 2012
Actionable Strategies   June 2009 - May 2011
Fidelity Investments   July 2004 - December 2008
Fidelity Investments   August 2000 - July 2004
Anchor Capital Advisors  March 1996 - August 2000

Skills
Decision Frameworks, Demand Forecasting /..., Facilitation, Governance, IT Strategy, Needs Assessment, Organizational Change..., Program Management, Project Management, Process Improvement, Report Development, Software Development..., Strategic Planning, Vendor Management, Cross Functional Team..., Workshop Facilitation, SDLC, Technology Needs..., Financial Services, Facilitators, Risk Management, Project Portfolio..., PMP, Cross-functional Team..., Outsourcing, Leadership, Change Management, Business Analysis, Business Process..., Budgets, Project Planning, ITIL, PMO, Analysis, Strategy, Software Project..., Management, Visio, Business Process, Business Intelligence, Integration, IT Management, Product Management

Education
Brandeis University
MS, Finance

Boston University
BS, Public Relations

Claire Baddeley Claire Baddeley Greater Seattle Area Details
Claire Baddeley's Fidelity Investments Experience April 1997 - September 1997
Job Sr. Instructional Design Consultant
Industry E-Learning
Experience
Springboard Learning, Inc.   September 2010 - Present
MediaPro, Inc.   June 2007 - Present
Boeing Commercial Airlines Learning, Training and Development   2007 - 2014
Claire Baddeley   1999 - 2007
Asymetrix Learning Systems   September 1997 - March 1999
Fidelity Investments   April 1997 - September 1997
BBN  1993 - 1997
Bank of Boston  February 1993 - December 1993
Shawmut Bank  September 1992 - December 1992
Boston University  September 1991 - June 1992

Skills
Design Documents, Testing, Captivate, Instructional Design, E-Learning, Web-Based Training, WBT, Online Communications, Corporate Training, Training, Web Content, Writing, Technical Writing, Storyboarding, Interactive Applications, Interactive Media, Blended Learning, Training Needs Analysis, Curriculum Design, Curriculum Development, Interaction Design, Multimedia, Content Strategy, Content Development, Web Content Management, Content Writing, Resume Writing, Teamwork, Proofreading, Collaborative Problem..., Learning Management, Learning Management...

Education
Boston University
M.Ed., Instructional Media and Technology

University of Illinois at Urbana-Champaign
BA, Psychology and MA, Labor and Industrial Relations, Summa Cum Laude

Christopher Lundeen Christopher Lundeen Washington, District Of Columbia Details
Christopher Lundeen's Fidelity Investments Experience July 2013 - June 2014
Job Financial Accounting Analyst II at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management  July 2014 - June 2015
Fidelity Investments   July 2013 - June 2014
Fidelity Investments   June 2010 - June 2013
Carey & Company, P.C.   2009 - 2010
Wellington Management  July 2007 - December 2008

Skills
Consolidation, Financial Reporting, Accounting, Financial Accounting, Finance

Education
Boston University   2011 — 2013
Master's degree, Banking and Financial Services Management

Northeastern University   2006 — 2009
Bachelor of Business Administration (BBA), Accounting Concentration

Dan Abramson Dan Abramson Greater Boston Area Details
Dan Abramson's Fidelity Investments Experience January 2008 - November 2008
Job Principal Process Consultant at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance  April 2010 - Present
The Hanover Insurance Group  June 2009 - April 2010
Fidelity Investments   January 2008 - November 2008
Fidelity Investments   July 2001 - December 2007
netNumina  February 2000 - April 2001
netnumina  2000 - 2001
Liberty Mutual  January 1995 - February 2000

Skills
Cross-functional Team..., Project Planning, Business Process..., IT Management, Process Improvement, Six Sigma, Outsourcing, Strategy, Software Development, Process Engineering, Program Management, Strategic Planning, Business Analysis

Education
Boston University   1994 — 1998
Masters, Computer Information Systems

Bridgewater State University   1983 — 1986
BS Mathematics

University of New Hampshire   1981 — 1983
Math

Goli Darabi Goli Darabi Greater Boston Area Details
Goli Darabi's Fidelity Investments Experience 1994 - 2008
Job Strategy and Executive Coach at Goli Darabi Consulting
Industry Financial Services
Experience
Goli Darabi Consulting   2009 - Present
Fidelity Investments   1994 - 2008

Education
Boston University
Ed.D.

D. Sean McDade, CFP®, CAIA D. Sean McDade, CFP®, CAIA Greater Boston Area Details
D. Sean McDade, CFP®, CAIA's Fidelity Investments Experience 1992 - 2002
Job Vice President at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  January 2015 - Present
Sail Loft Capital Management, LLC   2011 - January 2015
North American Management Corporation  2009 - 2011
Meketa Investment Group  2008 - 2008
Crosby Advisors (Fidelity Investments)   2007 - 2008
Fidelity Family Office Services (FFOS)   2005 - 2007
Fidelity Investments   1992 - 2002

Skills
Certified Financial..., Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Series 63, Investments, Asset Management, Securities, Equities, Hedge Funds, Fixed Income, Investment Management, Financial Planning, Risk Management, Investment Advisory

Education
Colby College   1983 — 1987
BA, Economics & History

London School of Economics and Political Science   1985 — 1986
General Course, Economic History

Boston University
Financial Planning Program

Charles Lind Charles Lind Mahaffey, Pennsylvania Details
Charles Lind's Fidelity Investments Experience May 1996 - December 2002
Job Abstractor at Western Land Services
Industry Oil & Energy
Experience
Holland Services  June 2010 - Present
Fidelity Investments   May 1996 - December 2002

Skills
Private Pilot, Classroom Instruction, Energy Industry, Classroom

Education
Boston University   1999 — 2000

Robert Morris University
Bachelor of Science, Business Management

Gina Gubitosa Gina Gubitosa Greater Boston Area Details
Gina Gubitosa's Fidelity Investments Experience March 2014 - Present
Job Director, Market Research at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2014 - Present
FactSet Research Systems  May 2013 - February 2014
FactSet Research Systems  June 2009 - April 2013
Market Metrics (acquired by FactSet)   July 2007 - June 2009
Columbia University Medical Center  August 2005 - July 2007

Skills
Market Research Project..., Strategic Data Analysis, International..., Financial Analysis, New Business Development, Mutual Funds, Survey Design, Financial Services, Competitive Analysis, SPSS, Segmentation, Marketing, Data Analysis, Analysis

Education
University of Pennsylvania   2001 — 2005
Bachelor of Arts (B.A.), Biological Basis of Behavior

Boston University   2008 — 2009
Graduate Certificate in Financial Markets and Institutions

Debra Watkins Debra Watkins Jacksonville, Florida Details
Debra Watkins's Fidelity Investments Experience October 2007 - July 2008
Job Financial Services Executive
Industry Financial Services
Experience
JPMorgan Chase Bank, NA  June 2013 - Present
Community & Southern Bank  January 2011 - March 2013
Fidelity Investments   October 2007 - July 2008
HomeBanc Corp.   March 2002 - October 2007
HomeSide Lending, Inc. (fka BancBoston Mortgage Corporation)   March 1983 - October 2001

Skills
Banking, Mergers & Acquisitions, Credit, Loans, Portfolio Management, Mortgage Lending, Loan Origination, Strategy, Capital Markets, Credit Risk, Financial Risk, Financial Services, Finance, Leadership, Executive Management

Education
University of Alabama
Bachelor's Degree, Liberal Arts, cum laude

Boston University
Liberal Arts

Dana Thurston Dana Thurston Greater Boston Area Details
Dana Thurston's Fidelity Investments Experience October 2014 - December 2014
Job Web Developer front end & design
Industry Internet
Experience
The Allstonians   August 1992 - Present
Dana Reed Thurston   January 1992 - Present
Fidelity Investments   October 2014 - December 2014
shotgunflat creative agency   November 2012 - December 2014
Dana Thurston, Consultant   2010 - 2014
Dana Thurston, Consultant   2010 - 2014
Agero, Inc.   October 2013 - December 2013
Sovereign Bank  March 2011 - November 2011
Focus Technology Group  August 2004 - April 2009
bankboston  1994 - 1998

Skills
Project Management, Software Design, Banking, Business Analysis, Programming, Visio, Integration, MS Project, COBOL, SQL, Software Project..., SDLC, Requirements Gathering, Requirements Analysis, Mainframe, DB2, Quality Assurance, CSS, Systems Analysis, Database Design, Business Intelligence, Agile Methodologies, Management, Consulting

Education
Boston University   1978 — 1983
BA, English Literature

high school   1973 — 1977
general

George Zydel, Jr. George Zydel, Jr. Greater Boston Area Details
George Zydel, Jr.'s Fidelity Investments Experience 2000 - 2007
Job Vice President at Endeavour Investment Partners, LLC
Industry Investment Management
Experience
Endeavour Investment Partners, LLC   January 2013 - Present
Eastern Bank  2007 - 2011
Fidelity Investments   2000 - 2007
Fidelity Investments Portfolio Advisory Services   1998 - 2000
Fidelity Investments National Financial  1996 - 1998
John Hancock Funds  1995 - 1996
Colonial Funds  1990 - 1992

Skills
Financial Planning, Customer Service, Product Development, New Business Development, Strategic Financial..., Asset Allocation, Portfolio Management, Customer Relations, Asset Management, Fixed Income, Financial Services, Finance, Investments, Securities, Retirement, Mutual Funds, Competitive Analysis, Equities, Strategy, CRM, Investment Management, Wealth Management

Education
Boston University   2009 — 2010
Certificate in Financial Planning

Eastern Kentucky University   1983 — 1987
BBA, Finance

Devashish Kandpal Devashish Kandpal Greater New York City Area Details
Devashish Kandpal's Fidelity Investments Experience July 2006 - November 2007
Job Product Director at FanDuel
Industry Internet
Experience
FanDuel  July 2013 - Present
SNAP Interactive, Inc.   May 2012 - July 2013
IntercontinentalExchange  December 2007 - May 2012
Fidelity Investments   July 2006 - November 2007
Putnam Investments  August 2005 - August 2006

Skills
Analytics, Agile Methodologies, Start-ups, Product Management, SQL, Competitive Analysis, Facebook, Statistical Modeling, Microsoft Excel, Product Marketing, Data Mining, Data Analysis, Quantitative Models, Derivatives, Quantitative Analytics, Scrum, Strategic Communications, Revenue Analysis, Mobile Devices, Facebook Marketing, Financial Modeling, Market Data, Game Theory, Statistics, Analysis, Online Advertising, Management, Databases, Economics, SAS, Econometrics, Revenue, Usability Testing, A/B testing, Mobile Payments, Communication Strategy, Excel, Web Analytics, Monetization, Mobile Applications, Business Development, E-commerce, CRM

Education
Boston University   2001 — 2005
B.A., Cum Laude, Economics

Darren Lopes Darren Lopes Providence, Rhode Island Area Details
Darren Lopes's Fidelity Investments Experience Relationship ManagerFidelity Investments2007 - Present
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Relationship ManagerFidelity Investments2007 - Present

Education
Boston University   1977 — 1981
BSBA, Finance & MIS

Christopher Theriault Christopher Theriault Greater Boston Area Details
Christopher Theriault's Fidelity Investments Experience March 2012 - November 2014
Job Senior Data Intelligence Engineer at EMC
Industry Financial Services
Experience
EMC  November 2014 - Present
Fidelity Investments   March 2012 - November 2014
Fidelity Investments   November 2007 - May 2012

Skills
Finance, Financial Modeling, Project Management, Financial Analysis, Microsoft Excel, Analysis, Business Analysis, Data Analysis, Leadership, Process Improvement

Education
Boston University   2003 — 2007
BAS, Business Finance & Marketing

Boston University - School of Management   2003 — 2007
BS, Finance, General

David April David April Durham, North Carolina Details
David April's Fidelity Investments Experience January 2014 - Present
Job Senior Release Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   October 2012 - January 2014
Fidelity Investments   June 2009 - October 2012
Fidelity Investments   June 2008 - June 2009
Fidelity Investments   August 2004 - June 2008
Fidelity Investments   September 2003 - August 2004
Cisco  December 1997 - September 2001
Cabletron Systems  November 1993 - December 1997
Lockheed Sanders Inc   May 1985 - November 1993

Skills
Project Management, Requirements Analysis, Integration, Change Management, Sales, Social Networking, Testing, Customer Service, Leadership, Team Leadership, Budgets, Microsoft Excel, Team Building, Quality Assurance, Analysis, Coaching, Business Process..., Management, Training, Process Improvement, Vendor Management, Business Analysis, Databases

Education
Boston University   1985 — 1990
Masters of Science Degree, Computer Science

Keene State College   1982 — 1985
Bachelor of Science Degree, Computer Mathematics

Keene State College   1982 — 1985
Bachelor of Science Degree, Business Management

Franklin Aguilo Franklin Aguilo Greater Boston Area Details
Franklin Aguilo's Fidelity Investments Experience April 2004 - July 2004
Job Project Manager II at Parexel International
Industry Biotechnology
Experience
Parexel International  September 2008 - Present
PAREXEL  2008 - Present
Dartmouth College  April 2005 - April 2008
Fidelity Investments   April 2004 - July 2004
Corning Incorporated  March 2001 - January 2004
Polaroid  June 1999 - January 2001
PeopleSoft  May 1998 - May 1999
Cordis, a Johnson & Johnsons Company   June 1984 - January 1998

Skills
SDLC, Software Documentation, Integration, Cross-functional Team..., Databases

Education
Boston University   1974 — 1977
Computer Science

Dwarak Rao Dwarak Rao Greater New York City Area Details
Dwarak Rao's Fidelity Investments Experience February 2002 - December 2008
Job Senior Principal Consultant at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle Corporation  August 2011 - Present
Capgemini Consulting  November 2009 - July 2011
Rutgers University  March 2009 - September 2009
Fidelity Investments   February 2002 - December 2008
Rapidigm  September 1997 - February 2002

Skills
Oracle E-Business Suite, Oracle Applications, PL/SQL, SDLC, Oracle, Requirements Analysis, SOA, Oracle HR, Data Warehousing, SQL, Software Project..., Agile Methodologies, Enterprise Architecture, Requirements Gathering, XML Publisher, Business Analysis, Business Intelligence, Systems Analysis, Informatica, Oracle SOA Suite, Quality Center, ETL, Data Modeling, Weblogic, Solution Architecture, OBIEE, Unix, Business Requirements, Oracle Reports, Data Migration, Unix Shell Scripting

Education
Boston University   2004 — 2006
Master, Computer Science

Darren Lopes Darren Lopes Providence, Rhode Island Area Details
Darren Lopes's Fidelity Investments Experience February 2007 - July 2011
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2011 - Present
Fidelity Investments   February 2007 - July 2011
Bank Rhode Island  February 2005 - February 2007
Fleet Bank  October 1991 - March 2001

Skills
Financial Analysis, Investments, Management, Asset Allocation, Series 7, Strategic Planning, Financial Modeling, Due Diligence, Retirement, Investment Advisory, Strategy, Leadership, Financial Services, 401k, Retirement Planning, Change Management, Series 63, Wealth Management, Business Analysis, Vendor Management, Business Development, Process Improvement, Mutual Funds, Public Speaking

Education
Boston University   1977 — 1981
BSBA, Finance & MIS

Cheryl Noroian Cheryl Noroian Greater Boston Area Details
Cheryl Noroian's Fidelity Investments Experience August 1996 - March 1998
Job Senior Director, People Development and Change Management at Sanofi
Industry Biotechnology
Experience
Sanofi  April 2012 - Present
LabCorp  December 2010 - September 2011
Genzyme Genetics  2007 - December 2010
Genzyme  2001 - 2007
ZEFER  1999 - 2001
The Forum Corporation  March 1998 - September 1999
Fidelity Investments   August 1996 - March 1998
Kali Ma Associates   1990 - 1996
Dun & Bradstreet Software  1983 - 1990
Cape Cod Sea Camps  1970 - 1975

Skills
Organizational..., Change Management, Leadership Development, Training Delivery, Training, Talent Management, Performance Management, Coaching, Strategy, Process Improvement, Team Building, Employee Relations, Executive Coaching, Employee Training, Cross-functional Team..., Organizational..., Succession Planning, Business Process..., Biotechnology, Workshop Facilitation, Continuous Improvement, Staff Development, Business Strategy, Team Leadership, Public Speaking, Vendor Management, Program Management, Workforce Planning, Management, Mentoring, Problem Solving, Customer Service, Supervisory Skills, Management Consulting, Recruiting, Strategic Planning, Talent Development, Animal Welfare

Education
Lesley University
M.S., Applied Management

Boston University
B.S., Occupational Therapy

Humane Society University
Graduate Certificate, Animal Studies

Desiree G. Baynes, PMP, MBA Desiree G. Baynes, PMP, MBA Greater Boston Area Details
Desiree G. Baynes, PMP, MBA's Fidelity Investments Experience June 2009 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2009 - Present
Fidelity Investments   May 2005 - June 2009
Fidelity Investments   July 1999 - May 2005
Fidelity Investments   June 1994 - July 1999
The New England  September 1985 - July 1994
New England Financial  1984 - 1994

Skills
Business Analysis, SDLC, Project Management, Waterfall, Organizational..., Financial Services, Workshop Facilitation, Change Management, VSAM, TSO, CICS, Leadership Development, Agile & Waterfall..., Management, Visio, Requirements Analysis, User Acceptance Testing, Testing, PMO, PMP, Quality Center

Education
Boston University   2004 — 2004
PMP, Project Management

Simmons College - Simmons School of Management   1997 — 2000
MBA, Organizational Behavoir

Simmons College
Bachelor of Arts (BA), Communications

Chung D. Lee Chung D. Lee Irvine, California Details
Chung D. Lee's Fidelity Investments Experience June 2001 - July 2006
Job Sr. Application System Analyst at Epicor Software
Industry Information Technology and Services
Experience
Epicor Software Corp  March 2012 - Present
Irvine Company  July 2007 - March 2012
WebVisible  July 2006 - July 2007
Fidelity Investments   June 2001 - July 2006
MFS Investment Management  May 1998 - June 2001
John Hancock Mutual Life Company   May 1997 - May 1998

Skills
.NET, C#, ASP.NET, T-SQL, JavaScript, VBScript, Visual Basic, Crystal Reports, SSIS, SSRS, SQL Server, Microsoft SQL Server, WCF Services, Web Services, SOAP, XML, SDLC

Education
Boston University   1999 — 2000
Web Application Development Certificate, Computer Science

Clark University, Computer Career Institute   1996 — 1997
Computer, Client/Server Technology

Bentley College   1993 — 1997
Certificate of Accountancy, Accounting

University of Alberta   1982 — 1986
B.S, Psychology

Crystal Seymour Crystal Seymour Greater Boston Area Details
Crystal Seymour's Fidelity Investments Experience August 2000 - February 2009
Job Sr Computer Systems Tech I at Raytheon Integrated Defense Systems
Industry Information Technology and Services
Experience
Raytheon Integrated Defense Systems  October 2012 - Present
T-Systems Enterprise Services for Philips   February 2010 - October 2012
Harvard Vanguard Medical Associates  June 2009 - October 2009
Fidelity Investments   August 2000 - February 2009

Skills
Active Directory, VMware, DNS, Windows Server 2003, IIS, ITIL, TCP/IP, Windows, Computer Hardware, Operating Systems, Windows Server 2008, Windows Server, Disaster Recovery, Data Center, Servers, Virtualization, VMware ESX, IT Management, Network Administration, DHCP, System Deployment, Citrix, Hardware, System Administration, Microsoft Exchange

Education
Boston University   1998 — 1999
Certification, Microsoft Windows NT 4.0 MCSE Certification track

Dan Malionek Dan Malionek Greater Boston Area Details
Dan Malionek's Fidelity Investments Experience Lead Mac ArtistFidelity Communications + Advertising2007 - Present
Job Senior Mac Production Artist at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments   Lead Mac ArtistFidelity Communications + Advertising2007 - Present

Education
Boston University   1978 — 1981
BFA, Graphic Design

David Moscaritolo David Moscaritolo Springfield, Massachusetts Area Details
David Moscaritolo's Fidelity Investments Experience January 2001 - July 2009
Job Program Manager National Accounts@ KratosHBE
Industry Security and Investigations
Experience
Ingersoll Rand  October 2009 - 2011
Fidelity Investments   January 2001 - July 2009
diebold  1998 - 2001
diebold  1998 - 2001

Skills
Operations Management, Technical Support

Education
Boston University
B.S, Urban Affiars

Chris Simcho Chris Simcho Dallas/Fort Worth Area Details
Chris Simcho's Fidelity Investments Experience August 2015 - Present
Job WPS Service Delivery Manager
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   April 2014 - August 2015
Fidelity Investments   March 2013 - April 2014
Fidelity Investments   March 2012 - March 2013
Fidelity Investments   June 2011 - February 2012
The Richards Group  February 2010 - January 2011
United States Marine Corps  March 2002 - March 2006

Skills
Marketing Strategy, Strategic Planning, Marketing, Advertising, Account Management, Market Research, Microsoft Excel, Customer Service, Financial Advisory, Sales, Leadership, Finance, Organizational..., Team Building, Investments, Management, Team Leadership, Series 63, Series 7, Strategy, Equities, Roth IRA, Investment Advisory, FINRA, Investment Strategies, Call Centers, IRAs, Financial Services, Mutual Funds, Sales Process, Asset Allocation, Retirement Planning, Retirement, Investment Management, Investment Advisory..., Strategic Leadership, Strategic Thinking, 401k Rollovers, Financial Markets, Emerging Markets, Registered Investment..., Human Resources

Education
Boston University   2012 — 2015
Master's degree, Banking and Financial Services Management

Texas Christian University   2007 — 2009
B.S., Strategic Communication

Constance Crossan Constance Crossan Greater Boston Area Details
Constance Crossan's Fidelity Investments Experience February 2004 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   February 2004 - Present
Computer Sciences Corporation  April 1997 - August 2007
Katherine Gibbs  1996 - 1997
Boston University  1990 - 1996
Boston University  1987 - 1989

Education
Boston University   1993 — 1995
MBA

Wheaton College (MA)   1978 — 1982
BA, Psychology

Gerry Woodcome Gerry Woodcome Greater Boston Area Details
Gerry Woodcome's Fidelity Investments Experience May 1996 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   May 1996 - Present

Skills
Strategic Financial..., Financial Modeling, Project Management, Finance, Financial Analysis, Financial Services, Investments

Education
D'Amore-McKim School of Business at Northeastern University   1990 — 1991
MBA

Boston University
BA

Ed Rich, CFP®, CLU®, CLTC Ed Rich, CFP®, CLU®, CLTC Greater Boston Area Details
Ed Rich, CFP®, CLU®, CLTC's Fidelity Investments Experience January 2000 - August 2002
Job Director of Insurance Products, Signator Investors, Inc.
Industry Financial Services
Experience
John Hancock Financial Network  September 2002 - Present
Fidelity Investments   January 2000 - August 2002

Skills
Certified Financial..., CLU, CLTC, Due Diligence, Series 7, Series 63, Series 24, Estate Planning, Relationship Management, Business Development, Sales, Business Strategy, Process Improvement, Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, 529 Plans, Series 65, Investment Advisory, Insurance

Education
Boston University
B.A., Economics

Douglas Sun Douglas Sun Greater Boston Area Details
Douglas Sun's Fidelity Investments Experience June 1994 - April 1998
Job Political Officer at U.S. Department of State
Industry Government Administration
Experience
U.S. Department of State   March 2001 - Present
John Hancock Life Insurance Company (U.S.A.)   April 1998 - December 2000
Fidelity Investments   June 1994 - April 1998

Skills
Foreign Languages, Political Affairs, Diplomacy, Foreign Policy, International Relations, Politics, International..., Intercultural..., Foreign Affairs, Public Policy, Policy Analysis, Human Rights, NGOs, Political Science, Economic Development, Strategic Planning, Program Management, Government, Nonprofits

Education
MIT Sloan School of Management   1993 — 1995
SM, Management

Boston University   1979 — 1983
BS, Engineering

Eric Yanovsky Eric Yanovsky Greater Boston Area Details
Eric Yanovsky's Fidelity Investments Experience March 2013 - August 2014
Job Client Services Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  August 2014 - Present
Fidelity Investments   March 2013 - August 2014
Apple Retail  July 2011 - February 2013
Pathfinder International  October 2010 - December 2010
FilmColony  April 2009 - June 2010
Endgame Entertainment  August 2009 - January 2010

Skills
Microsoft Office, Troubleshooting, Mobile Devices, Mac

Education
Boston University   2004 — 2008
B.S, Film and Television; Liberal Arts; American Cultural History

David Trevisan David Trevisan Melrose, Massachusetts Details
David Trevisan's Fidelity Investments Experience April 1993 - December 2001
Job Production Manager at Organic Investment SAC
Industry Financial Services
Experience
Organic Investment SAC   October 2009 - Present
Moors & Cabot  June 2009 - February 2012
merrill lynch  May 2002 - June 2009
Fidelity Investments   April 1993 - December 2001
Century Bank  February 1991 - April 1993
Bear Stearns  November 1989 - February 1991
Merrill Lynch  October 1983 - November 1989

Skills
Insurance, Equities, Investments, Investment Advisory, Finance, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Series 7, Retirement, Portfolio Management, Retirement Planning, Trading

Education
Boston University   1973 — 1977
Bachelor's Degree, Business Administration and Management, General

Courtney Futryk Courtney Futryk Washington D.C. Metro Area Details
Courtney Futryk's Fidelity Investments Experience June 2015 - Present
Job Policy Analyst at Fidelity Investments
Industry Public Policy
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   July 2013 - Present
Investment Company Institute  May 2011 - July 2013
U.S. Senate   January 2009 - May 2011

Skills
Strategic Communications, Editing, Policy Analysis, Public Policy, Politics, International Relations, Government, Legislative Research, Leadership

Education
Boston University   2004 — 2008
Bachelor of Arts (B.A.), Philosophy and English

Eric Lyons Eric Lyons Concord, Massachusetts Details
Eric Lyons's Fidelity Investments Experience January 2006 - July 2009
Job CoFounder, Portfolio Manager at Synchrony Capital
Industry Investment Management
Experience
Synchrony Capital, LLC   July 2012 - Present
Fidelity Investments   January 2006 - July 2009
State Street Bank  January 2005 - January 2006

Skills
Value Investing, Fundamental Analysis, Equity Valuation, Financial Risk, Risk Management, Equities, Asset Management, Investments, Valuation, Financial Modeling, Emerging Markets

Education
Boston University   2009 — 2011
Economics and Mathematical Finance

Suffolk University   2003 — 2007
B.S., Political Theory

Cynthia Smith Cynthia Smith Greater Boston Area Details
Cynthia Smith's Fidelity Investments Experience 1986 - 2001
Job Americas Compliance Leader, Sales & Marketing at Mercer (US) Inc.
Industry Financial Services
Experience
Mercer (US) Inc.   August 2006 - Present
Putnam Investments  April 2004 - August 2006
Columbia Managememnt, Inc.   March 2003 - April 2004
Fidelity Investments   1986 - 2001

Skills
FINRA S6, 7, 9, 10, 24,...

Education
Boston University   1974 — 1976
BS, Corp. Communications

Pine Manor College   1972 — 1974
AA, Liberal Arts

Christine Mawn Christine Mawn Greater Boston Area Details
Christine Mawn's Fidelity Investments Experience 1999 - 2001
Job Independent Contractor
Industry
Experience
Self Employed  2009 - Present
Fidelity Investments   1999 - 2001
Fidelity Investments   1997 - 1999
Fidelity Investments   1996 - 1997
Fidelity Investments   1991 - 1996
Fidelity Investments   1990 - 1991
Fidelity Investments   1989 - 1990

Skills
Project Management, Event Planning, Event Management, Project Planning, Sales Management, Management, Team Leadership, Marketing Strategy, Coaching, New Business Development, Retail, Call Center..., Strategic Planning, Employee Development, Process Improvement

Education
Boston University

Glen Pascale Glen Pascale Greater Boston Area Details
Glen Pascale's Fidelity Investments Experience March 2004 - September 2005
Job Operations Manager at ClearPlan
Industry Publishing
Experience
ClearPlan   June 2014 - Present
Texterity, Inc.   November 2011 - June 2014
Eagle Investment Systems  April 2006 - November 2011
The Next Round   October 2005 - March 2006
Fidelity Investments   March 2004 - September 2005
Fidelity Investments   March 2002 - March 2004
Thomson Financial  June 1998 - December 2001
Putnam Investments  June 1997 - June 1998
Putnam Investments  October 1996 - May 1997

Skills
Enterprise Software, Cloud Computing

Education
Boston University   1999 — 2001
Master of Business Administration (M.B.A.)

Northeastern University   1996 — 1998
Graduate Certificate, Information Resources Management

University of Massachusetts Boston   1988 — 1992
Bachelor's Degree, Management (Accounting Concentration)

Charlaine Hayes Charlaine Hayes Raleigh-Durham, North Carolina Area Details
Charlaine Hayes's Fidelity Investments Experience February 2012 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments   February 2012 - Present
Target  December 2010 - February 2012

Education
Boston University
Master's Degree, Banking and Financial Services Management

Forrest Simenson Forrest Simenson Greater Minneapolis-St. Paul Area Details
Forrest Simenson's Fidelity Investments Experience October 2008 - February 2009
Job Senior Capital Markets Financial Analyst at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
Manulife Asset Management  April 2012 - September 2013
Numeric Investors  November 2009 - April 2012
Fidelity Investments   October 2008 - February 2009
Fidelity Investments   September 2006 - June 2008
May Labs   June 2005 - September 2006
Spiral Manufacturing Co.   February 2005 - June 2005
Wisconsin News Lab   August 2002 - December 2004
Goodrich Pharmacy  January 1997 - August 2000

Skills
Risk Management, Portfolio Management, Fixed Income, Accounting, Fund Accounting, Data Analysis, Financial Modeling, Valuation, Investment Management, Corporate Actions, Business Analysis, Microsoft Excel, SAS, Funding, SQL, Microsoft Office, Analysis

Education
Boston University   2011 — 2012
Master of Science (MS), Investment Management

University of Wisconsin-Madison   2000 — 2004
Bachelor of Arts (BA), Geographic Information Science and Cartography

Anoka High School   1996 — 2000

EILEEN GODWIN EILEEN GODWIN New York, New York Details
EILEEN GODWIN's Fidelity Investments Experience January 2001 - Present
Job Institutional Accounts at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2001 - Present

Education
Boston University   1996 — 2000

Daniel Novack Daniel Novack Haddonfield, New Jersey Details
Daniel Novack's Fidelity Investments Experience February 2001 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon  October 2007 - December 2013
Commonwealth of Massachusetts - Department of Industrial Accidents   January 2007 - May 2007
State Street Bank  July 2005 - August 2006
Fidelity Investments   February 2001 - September 2004

Skills
Trust Accounting, Fund Accounting, Fund Administration, Pension Funds, Microsoft Excel, Economics, Outlook, Account Reconciliation, Mutual Funds

Education
Boston University   1996 — 2000
Bachelor of Arts (B.A.), Economics, minor in Business Administration

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