Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Ilya Abugov Ilya Abugov's Fidelity Investments Experience June 2011 - December 2012
Job Portfolio Manager Assistant at Numeric Investors
Industry Investment Management
Experience
Numeric Investors February 2014 - Present
Numeric Investors January 2013 - January 2014
Fidelity Investments June 2011 - December 2012
First School of Mathematics June 2008 - May 2011
DGM Commodities May 2010 - June 2010
Skills
Economics, Economic Modeling, Economic Data Analysis, Data Analysis, Econometrics, Analysis, Stata, Bloomberg Terminal, FactSet, Microsoft Excel, Data Modeling, Databases, Access, Java, SAS programming, SAS, Matlab, SQL, Microsoft SQL Server, Microsoft Access, Oracle BI, JIRA, Unix, Unix Shell Scripting, Translation, Charles River IMS, Microsoft Office, Equities, Investments, Investment Management, Investment Performance, Asset Management
Education
Boston University 2009 — 2013
Master of Arts (M.A.), Economics
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brookline High School 2005 — 2009
High School Diploma
Numeric Investors February 2014 - Present
Numeric Investors January 2013 - January 2014
Fidelity Investments June 2011 - December 2012
First School of Mathematics June 2008 - May 2011
DGM Commodities May 2010 - June 2010
Skills
Economics, Economic Modeling, Economic Data Analysis, Data Analysis, Econometrics, Analysis, Stata, Bloomberg Terminal, FactSet, Microsoft Excel, Data Modeling, Databases, Access, Java, SAS programming, SAS, Matlab, SQL, Microsoft SQL Server, Microsoft Access, Oracle BI, JIRA, Unix, Unix Shell Scripting, Translation, Charles River IMS, Microsoft Office, Equities, Investments, Investment Management, Investment Performance, Asset Management
Education
Boston University 2009 — 2013
Master of Arts (M.A.), Economics
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brookline High School 2005 — 2009
High School Diploma
J.B. Scranton J.B. Scranton's Fidelity Investments Experience June 1994 - August 1994
Job High School Teacher
Industry Education Management
Experience
Fremont Unified School District August 2007 - June 2010
Mt. Diablo Unified School District February 2003 - August 2007
Los Gatos - Saratoga Joint Union High School District March 2007 - June 2007
Pittsburg Unified School District February 2003 - June 2005
Walnut Creek School District February 2003 - June 2003
Lafayette School District February 2003 - June 2003
Law Clerkships November 2000 - December 2002
U.S. Census Bureau April 2000 - May 2000
University of San Diego February 1996 - February 1999
Fidelity Investments June 1994 - August 1994
Skills
Education, Higher Education, Public Relations, Legal Research, Legal Writing, Publicity, Public Speaking, Public Policy, Advocacy, Travel, French, Teaching, Teaching/mentoring, Marketing Strategy, Accounting, Accounts Receivable, Writing, Critical Thinking, Education Reform, Regulatory Requirements, Nonprofits
Education
California State University-East Bay 2003 — 2007
Single-Subject Teaching Credential
San Diego State University-California State University 1999 — 1999
visiting grad student
University of San Diego 1995 — 1999
Doctor of Law (JD)
Boston University 1986 — 1995
Bachelor of Arts (B.A.)
The Head Royce School 1980 — 1986
High School Diploma
Flight School 1985 — 1985
private pilot
Fremont Unified School District August 2007 - June 2010
Mt. Diablo Unified School District February 2003 - August 2007
Los Gatos - Saratoga Joint Union High School District March 2007 - June 2007
Pittsburg Unified School District February 2003 - June 2005
Walnut Creek School District February 2003 - June 2003
Lafayette School District February 2003 - June 2003
Law Clerkships November 2000 - December 2002
U.S. Census Bureau April 2000 - May 2000
University of San Diego February 1996 - February 1999
Fidelity Investments June 1994 - August 1994
Skills
Education, Higher Education, Public Relations, Legal Research, Legal Writing, Publicity, Public Speaking, Public Policy, Advocacy, Travel, French, Teaching, Teaching/mentoring, Marketing Strategy, Accounting, Accounts Receivable, Writing, Critical Thinking, Education Reform, Regulatory Requirements, Nonprofits
Education
California State University-East Bay 2003 — 2007
Single-Subject Teaching Credential
San Diego State University-California State University 1999 — 1999
visiting grad student
University of San Diego 1995 — 1999
Doctor of Law (JD)
Boston University 1986 — 1995
Bachelor of Arts (B.A.)
The Head Royce School 1980 — 1986
High School Diploma
Flight School 1985 — 1985
private pilot
Jennifer Carnevale Jennifer Carnevale's Fidelity Investments Experience July 2015 - Present
Job Director, Regional Human Resources at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2015 - Present
Leadership Rhode Island January 2015 - Present
Fidelity Investments October 2012 - Present
Steward Health Care February 2012 - November 2012
CharterCARE Health Partners January 2010 - February 2012
St. Joseph Health Services of RI May 2005 - January 2010
Skills
Labor Relations, Performance Management, Organizational..., Talent Acquisition, Applicant Tracking..., Healthcare, Kronos, Recruiting, Employee Training, HR Consulting, Customer Service, Microsoft Office, Change Management, Coaching
Education
Providence College 2005 — 2009
B.A., Liberal Studies
Boston University 2002 — 2005
Fidelity Investments July 2015 - Present
Leadership Rhode Island January 2015 - Present
Fidelity Investments October 2012 - Present
Steward Health Care February 2012 - November 2012
CharterCARE Health Partners January 2010 - February 2012
St. Joseph Health Services of RI May 2005 - January 2010
Skills
Labor Relations, Performance Management, Organizational..., Talent Acquisition, Applicant Tracking..., Healthcare, Kronos, Recruiting, Employee Training, HR Consulting, Customer Service, Microsoft Office, Change Management, Coaching
Education
Providence College 2005 — 2009
B.A., Liberal Studies
Boston University 2002 — 2005
Harish Babbar, CFA Harish Babbar, CFA's Fidelity Investments Experience December 2004 - January 2010
Job Vice President/Architect at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors October 2010 - Present
Charles River Development January 2010 - October 2010
Fidelity Investments December 2004 - January 2010
Yantra Corporation January 2001 - November 2004
i2 Technologies September 1999 - December 2000
Bell Labs Lucent Technologies May 1998 - August 1999
Skills
Enterprise Integration, Web Technologies, SOA, Enterprise Architecture, Investment Management..., Weblogic, Agile SCRUM, Java Enterprise Edition, Web Services, Architecture, Unix, Perl, Sybase, Enterprise Software, Oracle PL/SQL, XML, CFA Level 2 Candidate, Multi asset class..., Trading OMS, Charles River IMS
Education
Boston University 2007 — 2007
Certificate Program, Project management
Stephen F. Austin State University 1996 — 1998
M.S., Computer Science
Panjab University 1991 — 1995
B.E., Computer Science & Engineering
State Street Global Advisors October 2010 - Present
Charles River Development January 2010 - October 2010
Fidelity Investments December 2004 - January 2010
Yantra Corporation January 2001 - November 2004
i2 Technologies September 1999 - December 2000
Bell Labs Lucent Technologies May 1998 - August 1999
Skills
Enterprise Integration, Web Technologies, SOA, Enterprise Architecture, Investment Management..., Weblogic, Agile SCRUM, Java Enterprise Edition, Web Services, Architecture, Unix, Perl, Sybase, Enterprise Software, Oracle PL/SQL, XML, CFA Level 2 Candidate, Multi asset class..., Trading OMS, Charles River IMS
Education
Boston University 2007 — 2007
Certificate Program, Project management
Stephen F. Austin State University 1996 — 1998
M.S., Computer Science
Panjab University 1991 — 1995
B.E., Computer Science & Engineering
Hanson Chen's Fidelity Investments Experience June 2011 - August 2011
Job Credit Analyst at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. October 2012 - Present
Boston University College of Arts and Sciences September 2011 - May 2012
Fidelity Investments June 2011 - August 2011
Boston University School of Management January 2011 - June 2011
Boston University School of Geriatric Social Work January 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Valuation, Java, DCF, Financial Modeling, Banking
Education
Boston University 2008 — 2012
BSBA, Finance and Accounting
Santander Bank, N.A. October 2012 - Present
Boston University College of Arts and Sciences September 2011 - May 2012
Fidelity Investments June 2011 - August 2011
Boston University School of Management January 2011 - June 2011
Boston University School of Geriatric Social Work January 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Valuation, Java, DCF, Financial Modeling, Banking
Education
Boston University 2008 — 2012
BSBA, Finance and Accounting
Jeff Ringdahl's Fidelity Investments Experience 2005 - 2007
Job
Industry Financial Services
Experience
American Beacon Advisors 2010 - Present
Touchstone Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Western & Southern Financial Group 2004 - 2005
Western & Southern Financial Group 2002 - 2004
The Penobscot Group, Inc. 1999 - 2000
State Street Global Advisors 1997 - 1999
State Street Global Advisors 1997 - 1997
Skills
Change Management, Fixed Annuities, Strategic Planning, Asset Managment, Competitive Analysis, Series 7, Portfolio Management, Mutual Funds, Financial Services, Product Management, Process Improvement, Investments, Business Development, Alternative Investments, Asset Allocation, Equities, Investment Management, Risk Management, Asset Management, Hedge Funds, Securities
Education
Boston University
BA, Economics
University of Notre Dame - Mendoza College of Business
MBA
American Beacon Advisors 2010 - Present
Touchstone Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Western & Southern Financial Group 2004 - 2005
Western & Southern Financial Group 2002 - 2004
The Penobscot Group, Inc. 1999 - 2000
State Street Global Advisors 1997 - 1999
State Street Global Advisors 1997 - 1997
Skills
Change Management, Fixed Annuities, Strategic Planning, Asset Managment, Competitive Analysis, Series 7, Portfolio Management, Mutual Funds, Financial Services, Product Management, Process Improvement, Investments, Business Development, Alternative Investments, Asset Allocation, Equities, Investment Management, Risk Management, Asset Management, Hedge Funds, Securities
Education
Boston University
BA, Economics
University of Notre Dame - Mendoza College of Business
MBA
Jessica Howe's Fidelity Investments Experience March 2014 - Present
Job Senior Event Manager, Fidelity Investments
Industry Events Services
Experience
Fidelity Investments March 2014 - Present
Aspen Technology November 2012 - March 2014
Jobs for the Future March 2007 - November 2012
Boston University September 2004 - June 2006
Alloy Marketing and Promotions September 2005 - December 2005
Hyatt Harborside May 2005 - August 2005
Skills
Event Management, Public Relations, Budgeting, Social Media, Microsoft Office, Strategic Planning, Marketing Communications, Event Marketing, Customer Relations, Strategic Communications, Event Planning, Budgets, Public Speaking, Nonprofits, Customer Service, Community Outreach, Training, Program Development, Social Media Marketing, Marketing Strategy, Program Management, Integrated Marketing, Meeting Planning, Management, Project Planning, Marketing, Fundraising, Salesforce.com, Corporate Events, Time Management, Cross-functional Team...
Education
Boston University 2002 — 2006
BS, Communications
Fidelity Investments March 2014 - Present
Aspen Technology November 2012 - March 2014
Jobs for the Future March 2007 - November 2012
Boston University September 2004 - June 2006
Alloy Marketing and Promotions September 2005 - December 2005
Hyatt Harborside May 2005 - August 2005
Skills
Event Management, Public Relations, Budgeting, Social Media, Microsoft Office, Strategic Planning, Marketing Communications, Event Marketing, Customer Relations, Strategic Communications, Event Planning, Budgets, Public Speaking, Nonprofits, Customer Service, Community Outreach, Training, Program Development, Social Media Marketing, Marketing Strategy, Program Management, Integrated Marketing, Meeting Planning, Management, Project Planning, Marketing, Fundraising, Salesforce.com, Corporate Events, Time Management, Cross-functional Team...
Education
Boston University 2002 — 2006
BS, Communications
James F. Flynn James F. Flynn's Fidelity Investments Experience January 1987 - March 1988
Job Attorney and Business Development, Marketing and Financial Services Professional
Industry Legal Services
Experience
Staffing Agencies September 2012 - Present
The Flynn Group November 1997 - Present
Blue Star Jets February 2004 - October 2006
Commonwealth Financial Network September 1999 - August 2005
Discover Financial Services August 1997 - December 1998
The Kessler Group April 1989 - December 1996
Bank of New York March 1988 - April 1989
Fidelity Investments January 1987 - March 1988
Skills
Management, Strategic Partnerships, Marketing Strategy, Marketing, Estate Planning, Small Business, Negotiation, Sales, Litigation, Strategic Planning, Business Development, Contract Negotiation, Document Review, Banking, Criminal Law, Customer Service, Public Relations, Strategy, Financial Services, Public Speaking, Fundraising, Research, Social Media, Microsoft Office, Foreclosures, Government, Nonprofits, Team Leadership, Social Networking, Leadership, Private Aviation, Non-profits
Education
Suffolk University Law School 1992 — 1996
Doctor of Law (JD), Family Law, Wills, Trusts & Estate Planning, Business
Harvard Summer School 1987 — 1987
Certificate, Banking
Boston University 1986 — 1986
Visiting Student, Liberal Arts, Dean's List
State University of New York at Stony Brook 1983 — 1986
B.A., Liberal Arts and Sciences/Liberal Studies, Dean's List
University of Rochester 1981 — 1982
Advanced Calculus
Gould Academy 1979 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Honors
Friends Seminary 1978 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
Staffing Agencies September 2012 - Present
The Flynn Group November 1997 - Present
Blue Star Jets February 2004 - October 2006
Commonwealth Financial Network September 1999 - August 2005
Discover Financial Services August 1997 - December 1998
The Kessler Group April 1989 - December 1996
Bank of New York March 1988 - April 1989
Fidelity Investments January 1987 - March 1988
Skills
Management, Strategic Partnerships, Marketing Strategy, Marketing, Estate Planning, Small Business, Negotiation, Sales, Litigation, Strategic Planning, Business Development, Contract Negotiation, Document Review, Banking, Criminal Law, Customer Service, Public Relations, Strategy, Financial Services, Public Speaking, Fundraising, Research, Social Media, Microsoft Office, Foreclosures, Government, Nonprofits, Team Leadership, Social Networking, Leadership, Private Aviation, Non-profits
Education
Suffolk University Law School 1992 — 1996
Doctor of Law (JD), Family Law, Wills, Trusts & Estate Planning, Business
Harvard Summer School 1987 — 1987
Certificate, Banking
Boston University 1986 — 1986
Visiting Student, Liberal Arts, Dean's List
State University of New York at Stony Brook 1983 — 1986
B.A., Liberal Arts and Sciences/Liberal Studies, Dean's List
University of Rochester 1981 — 1982
Advanced Calculus
Gould Academy 1979 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Honors
Friends Seminary 1978 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
Jason Bansfield Jason Bansfield's Fidelity Investments Experience 1998 - 2001
Job General Manager
Industry Real Estate
Experience
Samuels & Associates February 2011 - Present
The RAM Companies November 2009 - January 2011
Brickpoint Properties 2006 - 2009
The Beal Companies 2001 - 2005
Fidelity Investments 1998 - 2001
Massachusetts Port Authority 1993 - 1998
Skills
Property, Asset Managment, Property Management, Real Estate, Construction Management, Asset Management, Leases, Commercial Real Estate, Marketing, Lease Administration, Real Estate Development, Lease Negotiations, Shopping Centers, Contract Negotiation
Education
Boston University 2005 — 2006
Real Estate Finance
Wentworth Institute of Technology 1992 — 1996
BS, Facilities Management & Architecture
Samuels & Associates February 2011 - Present
The RAM Companies November 2009 - January 2011
Brickpoint Properties 2006 - 2009
The Beal Companies 2001 - 2005
Fidelity Investments 1998 - 2001
Massachusetts Port Authority 1993 - 1998
Skills
Property, Asset Managment, Property Management, Real Estate, Construction Management, Asset Management, Leases, Commercial Real Estate, Marketing, Lease Administration, Real Estate Development, Lease Negotiations, Shopping Centers, Contract Negotiation
Education
Boston University 2005 — 2006
Real Estate Finance
Wentworth Institute of Technology 1992 — 1996
BS, Facilities Management & Architecture
James Leyden James Leyden's Fidelity Investments Experience December 2002 - June 2009
Job Director of Technology Operations at Geode Capital Management
Industry Information Technology and Services
Experience
Geode Capital Management May 2011 - Present
GMO June 2009 - July 2011
Fidelity Investments December 2002 - June 2009
Skills
Trading Systems, SQL, Business Analysis, Microsoft SQL Server, Unix, Market Data, Agile Methodologies, SDLC, Vendor Management, C#, Asset Managment, Software Project..., Java, Equities, Portfolio Management, Derivatives, Risk Management, Software Development, Fixed Income, Bloomberg, Databases, Financial Services, Linux, Perl, Integration, Asset Management, Enterprise Architecture
Education
Boston University 2006 — 2008
Masters, Innovation and Technology
University of Limerick 1998 — 2002
Bachelor of Science (B.S.), Computer Systems
Geode Capital Management May 2011 - Present
GMO June 2009 - July 2011
Fidelity Investments December 2002 - June 2009
Skills
Trading Systems, SQL, Business Analysis, Microsoft SQL Server, Unix, Market Data, Agile Methodologies, SDLC, Vendor Management, C#, Asset Managment, Software Project..., Java, Equities, Portfolio Management, Derivatives, Risk Management, Software Development, Fixed Income, Bloomberg, Databases, Financial Services, Linux, Perl, Integration, Asset Management, Enterprise Architecture
Education
Boston University 2006 — 2008
Masters, Innovation and Technology
University of Limerick 1998 — 2002
Bachelor of Science (B.S.), Computer Systems
Heather Matheson Ryus Heather Matheson Ryus's Fidelity Investments Experience June 1986 - June 1988
Job Executive Assistant at Frederick Thorne, LLC
Industry Financial Services
Experience
Tiedemann Investment Group June 2002 - Present
Harbor Capital Management June 1998 - June 2002
The Boston Five January 1989 - February 1990
Fidelity Investments June 1986 - June 1988
Skills
PowerPoint, Microsoft Word, Public Relations, Microsoft Excel, Event Planning, Microsoft Office, Social Media, Event Management, Strategic Planning, Marketing, Public Speaking, Customer Service, Management, Marketing Strategy, Executive..., Sales
Education
Boston University
Katharine Gibbs School
Foxcroft School
Tiedemann Investment Group June 2002 - Present
Harbor Capital Management June 1998 - June 2002
The Boston Five January 1989 - February 1990
Fidelity Investments June 1986 - June 1988
Skills
PowerPoint, Microsoft Word, Public Relations, Microsoft Excel, Event Planning, Microsoft Office, Social Media, Event Management, Strategic Planning, Marketing, Public Speaking, Customer Service, Management, Marketing Strategy, Executive..., Sales
Education
Boston University
Katharine Gibbs School
Foxcroft School
Jason Shamaly Jason Shamaly's Fidelity Investments Experience June 2012 - Present
Job Lead End User Support at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments April 2005 - 2012
Fidelity Investments January 2004 - April 2005
Fidelity Investments November 2002 - January 2004
Fidelity Investments September 2000 - November 2002
Skills
Troubleshooting, Windows 7, Windows, Visio, Software Documentation, Technical Support, Help Desk Support, Networking, Microsoft Office 2007, Cisco Technologies, Computer Hardware, SDLC, Network Administration, ITIL, Vendor Management, Requirements Analysis, Unix, Disaster Recovery, Microsoft Office
Education
Mount Washington College 2005 — 2007
Associate, Business Administration
Boston University 2004 — 2005
Desktop Support Specialist
Bunker Hill Community College 2002 — 2004
Information Management Specialist
Fidelity Investments June 2012 - Present
Fidelity Investments April 2005 - 2012
Fidelity Investments January 2004 - April 2005
Fidelity Investments November 2002 - January 2004
Fidelity Investments September 2000 - November 2002
Skills
Troubleshooting, Windows 7, Windows, Visio, Software Documentation, Technical Support, Help Desk Support, Networking, Microsoft Office 2007, Cisco Technologies, Computer Hardware, SDLC, Network Administration, ITIL, Vendor Management, Requirements Analysis, Unix, Disaster Recovery, Microsoft Office
Education
Mount Washington College 2005 — 2007
Associate, Business Administration
Boston University 2004 — 2005
Desktop Support Specialist
Bunker Hill Community College 2002 — 2004
Information Management Specialist
Gregg R. Manis, CFP® Gregg R. Manis, CFP®'s Fidelity Investments Experience April 2009 - March 2013
Job Founding Partner at Blackstone Valley Wealth Management, LLC
Industry Financial Services
Experience
Blackstone Valley Wealth Management, LLC April 2013 - Present
Fidelity Investments April 2009 - March 2013
Fidelity Investments January 2007 - December 2008
Fidelity Investments June 2000 - December 2006
Fidelity Investments September 1999 - May 2000
Knights of Columbus June 1991 - September 1999
Skills
Strategic Financial..., Retirement, Portfolio Management, Investments, ETFs, Mutual Funds, Fixed Income, Asset Allocation, 401k Rollovers, Financial Services, Estate Planning, Risk Management
Education
Ithaca College 1980 — 1984
BS
Springfield College 1986 — 1987
Master of Education
Boston University 2003 — 2005
Financial Planning
Blackstone Valley Wealth Management, LLC April 2013 - Present
Fidelity Investments April 2009 - March 2013
Fidelity Investments January 2007 - December 2008
Fidelity Investments June 2000 - December 2006
Fidelity Investments September 1999 - May 2000
Knights of Columbus June 1991 - September 1999
Skills
Strategic Financial..., Retirement, Portfolio Management, Investments, ETFs, Mutual Funds, Fixed Income, Asset Allocation, 401k Rollovers, Financial Services, Estate Planning, Risk Management
Education
Ithaca College 1980 — 1984
BS
Springfield College 1986 — 1987
Master of Education
Boston University 2003 — 2005
Financial Planning
Joseph Hanafin, CSM's Fidelity Investments Experience September 2010 - Present
Job Director, Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Raytheon Integrated Defense Systems November 2009 - September 2010
Fidelity Investments 2003 - October 2009
Centive 2001 - 2003
OrderTrust 2000 - 2001
OrderTrust 1999 - 2000
IntraNet, Inc. 1995 - 1999
State Street Bank 1992 - 1995
Skills
SDLC, Program Management, MS Project, Business Analysis, Project Management, Business Process, Enterprise Software, Management, Project Planning, Leadership, Agile Methodologies, Requirements Analysis, Integration
Education
Boston University 1980 — 1984
BA, Computer Science
Northeastern University 1990 — 1994
MBA
Fidelity Investments September 2010 - Present
Raytheon Integrated Defense Systems November 2009 - September 2010
Fidelity Investments 2003 - October 2009
Centive 2001 - 2003
OrderTrust 2000 - 2001
OrderTrust 1999 - 2000
IntraNet, Inc. 1995 - 1999
State Street Bank 1992 - 1995
Skills
SDLC, Program Management, MS Project, Business Analysis, Project Management, Business Process, Enterprise Software, Management, Project Planning, Leadership, Agile Methodologies, Requirements Analysis, Integration
Education
Boston University 1980 — 1984
BA, Computer Science
Northeastern University 1990 — 1994
MBA
Jim Acton Jim Acton's Fidelity Investments Experience 2001 - 2003
Job Vice President, Account Management/Interactive at Scientific Games
Industry Consumer Services
Experience
Scientific Games October 2014 - Present
Scientific Games May 2010 - October 2014
Hasbro November 2006 - March 2010
Massachusetts State Lottery Commission May 2003 - October 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 1999 - 2001
Environmental Futures, Inc. 1998 - 1999
Clarke Advertising & Public Relations 1997 - 1998
Massachusetts Port Authority 1994 - 1997
H.O. Zimman, Inc. 1989 - 1994
Skills
Strategic Partnerships, Business Development, Marketing, Marketing Communications, Cross-functional Team..., Management, Product Development, New Business Development, Program Management, Corporate Communications, Licensing, Gaming, Marketing Strategy, Product Management, Integrated Marketing
Education
Boston University 1987 — 1990
Master's degree, Communications
The University of Connecticut 1983 — 1987
Bachelor of Arts (B.A.), Journalism
Scientific Games October 2014 - Present
Scientific Games May 2010 - October 2014
Hasbro November 2006 - March 2010
Massachusetts State Lottery Commission May 2003 - October 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 1999 - 2001
Environmental Futures, Inc. 1998 - 1999
Clarke Advertising & Public Relations 1997 - 1998
Massachusetts Port Authority 1994 - 1997
H.O. Zimman, Inc. 1989 - 1994
Skills
Strategic Partnerships, Business Development, Marketing, Marketing Communications, Cross-functional Team..., Management, Product Development, New Business Development, Program Management, Corporate Communications, Licensing, Gaming, Marketing Strategy, Product Management, Integrated Marketing
Education
Boston University 1987 — 1990
Master's degree, Communications
The University of Connecticut 1983 — 1987
Bachelor of Arts (B.A.), Journalism
Josephine Burgos Starr's Fidelity Investments Experience January 1996 - January 1998
Job Certified Travel Consultant/Certified EnglishSpanish Medical Interpreter/NonProfit
Industry Leisure, Travel & Tourism
Experience
Paycation Research Associate/Special ProjectsChatham PartnersMarch 2011 - September 2013
The Hurley School March 2013 - June 2013
WyzAnt Tutoring October 2010 - March 2011
Sherborn Library September 2007 - June 2010
Massachusetts Department of Social Services March 2003 - December 2008
Fidelity Investments January 1996 - January 1998
Fidelity Investments 1996 - 1998
ADP January 1994 - January 1996
ADP 1994 - 1996
State Street Bank 1994 - 1996
Skills
Employee Benefits, Organizational..., Strategic Planning, Event Planning, Leadership, Proposal Writing, Nonprofits, Conflict Resolution, Customer Service, Payroll, Market Research, Training, Bilingual-Spanish, Interpretation, Consecutive..., Strategy, Leadership Development, Research
Education
Boston University
Bachelor of Science, Business Administration
Boston University - School of Management
Bachelor of Science, Finance
Paycation Research Associate/Special ProjectsChatham PartnersMarch 2011 - September 2013
The Hurley School March 2013 - June 2013
WyzAnt Tutoring October 2010 - March 2011
Sherborn Library September 2007 - June 2010
Massachusetts Department of Social Services March 2003 - December 2008
Fidelity Investments January 1996 - January 1998
Fidelity Investments 1996 - 1998
ADP January 1994 - January 1996
ADP 1994 - 1996
State Street Bank 1994 - 1996
Skills
Employee Benefits, Organizational..., Strategic Planning, Event Planning, Leadership, Proposal Writing, Nonprofits, Conflict Resolution, Customer Service, Payroll, Market Research, Training, Bilingual-Spanish, Interpretation, Consecutive..., Strategy, Leadership Development, Research
Education
Boston University
Bachelor of Science, Business Administration
Boston University - School of Management
Bachelor of Science, Finance
Jeff Ames Jeff Ames's Fidelity Investments Experience July 2006 - October 2008
Job Senior DevOps Engineer at Syntel
Industry Information Technology and Services
Experience
Syntel November 2014 - Present
Leidos June 2013 - September 2014
CSC March 2012 - May 2013
Tufts University August 2011 - January 2012
Thomson Reuters January 2011 - July 2011
Netezza September 2010 - December 2010
Citizens Bank May 2010 - December 2010
MMC December 2008 - September 2010
Fidelity Investments July 2006 - October 2008
Verizon February 2004 - March 2006
Skills
Perl, Unix, Python, Linux, Apache, VMware, Puppet, Java, Tomcat, Oracle, PHP, Servers, TCP/IP, Software Development, Amazon Web Services..., Ruby, Chef, Unix Shell Scripting, Linux VMware, SAN, Virtualization, AIX, SQL, Bash, Red Hat Linux, Solaris, Solaris Zones, Nagios, Cloud Computing, NetApp, JSON, HP-UX, Databases, LDAP, Java Enterprise Edition, PL/SQL, MySQL, Storage Area Networks, JSP, ClearCase, JavaScript, NAS, EMC Storage, CSS, C, Ant, Maven, Subversion, XML, GITHUB
Education
Puppet Labs 2014 — 2014
certification
Boston University 2003 — 2003
MIS, Masters Computer Science, 3.5
Wentworth Institute of Technology 1982 — 1987
Bachelor of Science, Computer Science, 3.66
Syntel November 2014 - Present
Leidos June 2013 - September 2014
CSC March 2012 - May 2013
Tufts University August 2011 - January 2012
Thomson Reuters January 2011 - July 2011
Netezza September 2010 - December 2010
Citizens Bank May 2010 - December 2010
MMC December 2008 - September 2010
Fidelity Investments July 2006 - October 2008
Verizon February 2004 - March 2006
Skills
Perl, Unix, Python, Linux, Apache, VMware, Puppet, Java, Tomcat, Oracle, PHP, Servers, TCP/IP, Software Development, Amazon Web Services..., Ruby, Chef, Unix Shell Scripting, Linux VMware, SAN, Virtualization, AIX, SQL, Bash, Red Hat Linux, Solaris, Solaris Zones, Nagios, Cloud Computing, NetApp, JSON, HP-UX, Databases, LDAP, Java Enterprise Edition, PL/SQL, MySQL, Storage Area Networks, JSP, ClearCase, JavaScript, NAS, EMC Storage, CSS, C, Ant, Maven, Subversion, XML, GITHUB
Education
Puppet Labs 2014 — 2014
certification
Boston University 2003 — 2003
MIS, Masters Computer Science, 3.5
Wentworth Institute of Technology 1982 — 1987
Bachelor of Science, Computer Science, 3.66
Hovanes Nshanian Hovanes Nshanian's Fidelity Investments Experience February 2015 - Present
Job FIX Trading Support Analyst Trading Ventures at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - December 2014
SunGard September 2013 - June 2014
State Street April 2012 - September 2013
Fidelity Investments September 2011 - April 2012
Fidelity Investments February 2010 - September 2011
BNY Mellon June 2008 - February 2010
Wellington Management August 2006 - July 2008
Fidelity Investments March 2001 - July 2006
Fidelity Investments December 1999 - March 2001
Skills
Market Data, Vendor Management, Bloomberg, Process Improvement, Business Analysis, Data Center, SDLC, Troubleshooting, Change Management, Software Project..., Windows, Risk Management, Citrix, Management, Customer Service, Analysis, Team Management, Wall Street, FX trading, Project Management, Equities, Fixed Income, Derivatives, Unix, Customer Relations, Team Building, People Management, Vendor Relations, Operations Management, Microsoft Office, Sterling Gentran, Protocol, Currenex, Summit, JIRA, BMC Remedy, Remedy Administration, Barracuda, Prime Brokerage, Microsoft Excel, Software Documentation, CRM, Documentation, Logiscope, TwoFour, Quality Assurance, Cross-functional Team..., WAN, Data Analysis, Financial Services
Education
Boston University 1995 — 1996
Information Technology
Middlesex Community College 1992 — 1994
Business and Personal/Financial Services Marketing Operations
AYF
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - December 2014
SunGard September 2013 - June 2014
State Street April 2012 - September 2013
Fidelity Investments September 2011 - April 2012
Fidelity Investments February 2010 - September 2011
BNY Mellon June 2008 - February 2010
Wellington Management August 2006 - July 2008
Fidelity Investments March 2001 - July 2006
Fidelity Investments December 1999 - March 2001
Skills
Market Data, Vendor Management, Bloomberg, Process Improvement, Business Analysis, Data Center, SDLC, Troubleshooting, Change Management, Software Project..., Windows, Risk Management, Citrix, Management, Customer Service, Analysis, Team Management, Wall Street, FX trading, Project Management, Equities, Fixed Income, Derivatives, Unix, Customer Relations, Team Building, People Management, Vendor Relations, Operations Management, Microsoft Office, Sterling Gentran, Protocol, Currenex, Summit, JIRA, BMC Remedy, Remedy Administration, Barracuda, Prime Brokerage, Microsoft Excel, Software Documentation, CRM, Documentation, Logiscope, TwoFour, Quality Assurance, Cross-functional Team..., WAN, Data Analysis, Financial Services
Education
Boston University 1995 — 1996
Information Technology
Middlesex Community College 1992 — 1994
Business and Personal/Financial Services Marketing Operations
AYF
Kaelyn Hilliard's Fidelity Investments Experience June 2015 - Present
Job Legislative Intern for the U.S. House of Representatives
Industry Political Organization
Experience
Office of Congressman Stephen Lynch (MA) U.S. House of Representatives August 2015 - Present
Fidelity Investments June 2015 - Present
Massachusetts State Representative Bruce J. Ayers November 2012 - Present
MFS Investment Management June 2014 - August 2014
Crossed Sabers Ski and Sports October 2009 - January 2014
Thorny Lea Golf Club May 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Writing, Public Speaking, Communication, Analytical Skills, Team Leadership, Politics, International Relations, Golf, Social Networking, Teamwork, Legal Research, Bloomberg Terminal
Education
Boston University 2012 — 2016
Bachelor of Arts (BA), Political Science and Government
Office of Congressman Stephen Lynch (MA) U.S. House of Representatives August 2015 - Present
Fidelity Investments June 2015 - Present
Massachusetts State Representative Bruce J. Ayers November 2012 - Present
MFS Investment Management June 2014 - August 2014
Crossed Sabers Ski and Sports October 2009 - January 2014
Thorny Lea Golf Club May 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Writing, Public Speaking, Communication, Analytical Skills, Team Leadership, Politics, International Relations, Golf, Social Networking, Teamwork, Legal Research, Bloomberg Terminal
Education
Boston University 2012 — 2016
Bachelor of Arts (BA), Political Science and Government
Joe Stearns's Fidelity Investments Experience November 2013 - Present
Job Performance Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments March 2012 - November 2013
Fidelity Investments June 2011 - March 2012
Skills
Financial Analysis, Economics, Accounting, Equities, Finance, Leadership, Management, Teamwork, Portfolio Management, Bloomberg, Mutual Funds, Investments, Series 7, Series 63, Microsoft Office, Financial Modeling, Microsoft Excel, Fixed Income, Securities, Strategic Financial..., Investment Management, Uniform Combined State..., Asset Managment, Account Reconciliation, Banking
Education
Boston University 2008 — 2012
Bachelor of Science, Management Studies
Fidelity Investments November 2013 - Present
Fidelity Investments March 2012 - November 2013
Fidelity Investments June 2011 - March 2012
Skills
Financial Analysis, Economics, Accounting, Equities, Finance, Leadership, Management, Teamwork, Portfolio Management, Bloomberg, Mutual Funds, Investments, Series 7, Series 63, Microsoft Office, Financial Modeling, Microsoft Excel, Fixed Income, Securities, Strategic Financial..., Investment Management, Uniform Combined State..., Asset Managment, Account Reconciliation, Banking
Education
Boston University 2008 — 2012
Bachelor of Science, Management Studies
Jiles Robinson's Fidelity Investments Experience December 1998 - August 2002
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2002 - Present
Fidelity Investments December 1998 - August 2002
Skills
Mutual Funds, Series 63, Retirement Planning, Wealth Management, 401k, Series 6, Series 65, Retirement, Series 7, Strategic Financial...
Education
Boston University 1991 — 1995
Merrill Lynch August 2002 - Present
Fidelity Investments December 1998 - August 2002
Skills
Mutual Funds, Series 63, Retirement Planning, Wealth Management, 401k, Series 6, Series 65, Retirement, Series 7, Strategic Financial...
Education
Boston University 1991 — 1995
Jeffrey S. MacDonald, CFA Jeffrey S. MacDonald, CFA's Fidelity Investments Experience 1993 - 1999
Job Director of Fixed Income Strategies at Franklin Templeton / Fiduciary Trust
Industry Financial Services
Experience
Franklin Templeton / Fiduciary Trust 2013 - Present
Cutwater Asset Management 2007 - May 2012
Hartford Investment Management 2004 - 2007
Wellington Management 1999 - 2004
Fidelity Investments 1993 - 1999
Skills
Fixed Income, Portfolio Management, Institutional Investors, Mutual Funds, BlackRock Aladdin, Bloomberg AIM, FactSet, Perform, Oracle Discoverer, Microsoft Office, Asset Allocation, Bonds, Institutional..., Investment Banking, Investment Strategies, Investments, Structured Products, Trading, Asset Management
Education
Boston University 1995 — 1997
Master's, Business Administration
Trinity College-Hartford 1988 — 1992
BS, Public Policy
Franklin Templeton / Fiduciary Trust 2013 - Present
Cutwater Asset Management 2007 - May 2012
Hartford Investment Management 2004 - 2007
Wellington Management 1999 - 2004
Fidelity Investments 1993 - 1999
Skills
Fixed Income, Portfolio Management, Institutional Investors, Mutual Funds, BlackRock Aladdin, Bloomberg AIM, FactSet, Perform, Oracle Discoverer, Microsoft Office, Asset Allocation, Bonds, Institutional..., Investment Banking, Investment Strategies, Investments, Structured Products, Trading, Asset Management
Education
Boston University 1995 — 1997
Master's, Business Administration
Trinity College-Hartford 1988 — 1992
BS, Public Policy
Greg Phipps's Fidelity Investments Experience December 2014 - Present
Job Premium Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments May 2014 - December 2014
U.S. Department of the Treasury August 2012 - December 2012
Boston University September 2011 - May 2012
Clinton Global Initiative November 2010 - January 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Bloomberg Terminal
Education
Boston University 2010 — 2014
Bachelor of Arts, Economics and Political Science (dual major)
Fidelity Investments December 2014 - Present
Fidelity Investments May 2014 - December 2014
U.S. Department of the Treasury August 2012 - December 2012
Boston University September 2011 - May 2012
Clinton Global Initiative November 2010 - January 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Bloomberg Terminal
Education
Boston University 2010 — 2014
Bachelor of Arts, Economics and Political Science (dual major)
Gregory Harden's Fidelity Investments Experience October 2006 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
Freedom Mortgage March 2015 - Present
PHH Mortgage December 2010 - March 2015
Fidelity Investments October 2006 - June 2010
Citi September 2002 - March 2007
Skills
Relationship Management, Portfolio Management, Investments, Sales, Series 63, Financial Services, Equities, Series 7, Mutual Funds, Wealth Management, Loans
Education
Boston University 2012 — 2015
Master of Science (MS), Computer Engineering
Saint Leo University 2005 — 2007
MBA, International Business, 3.62
Saint Leo University 2001 — 2003
BS computer information Systems, system design, 3.37
Freedom Mortgage March 2015 - Present
PHH Mortgage December 2010 - March 2015
Fidelity Investments October 2006 - June 2010
Citi September 2002 - March 2007
Skills
Relationship Management, Portfolio Management, Investments, Sales, Series 63, Financial Services, Equities, Series 7, Mutual Funds, Wealth Management, Loans
Education
Boston University 2012 — 2015
Master of Science (MS), Computer Engineering
Saint Leo University 2005 — 2007
MBA, International Business, 3.62
Saint Leo University 2001 — 2003
BS computer information Systems, system design, 3.37
James Mahoney's Fidelity Investments Experience June 1992 - August 1994
Job Chief Quality Officer, Executive Director
Industry Information Technology and Services
Experience
Large Financial/Technology Company February 2015 - Present
Large Financial/Technology Company June 2013 - February 2015
Large Financial/Technology Company January 2012 - June 2013
IBM OpenPages GRC November 2009 - February 2012
Hyde Park Main Streets 2009 - 2011
The First Marblehead Corporation January 2005 - May 2008
KeyBank January 2000 - January 2005
MetLife January 1995 - January 2000
Fidelity Investments June 1992 - August 1994
Putnam Investments August 1987 - June 1992
Skills
SDLC, Business Analysis, Vendor Management, Process Improvement, Risk Management, Financial Services, Program Management, Banking, Quality Assurance, Agile Methodologies, Requirements Analysis, Project Management, Business Process..., IT Strategy, Project Portfolio..., Management, PMO, Outsourcing, Project Planning, IT Management, Requirements Gathering, Testing, Cross-functional Team..., User Acceptance Testing, Product Management, Leadership, Business Strategy
Education
Boston University
B.S., Management
St. Sebastian's
High School
Large Financial/Technology Company February 2015 - Present
Large Financial/Technology Company June 2013 - February 2015
Large Financial/Technology Company January 2012 - June 2013
IBM OpenPages GRC November 2009 - February 2012
Hyde Park Main Streets 2009 - 2011
The First Marblehead Corporation January 2005 - May 2008
KeyBank January 2000 - January 2005
MetLife January 1995 - January 2000
Fidelity Investments June 1992 - August 1994
Putnam Investments August 1987 - June 1992
Skills
SDLC, Business Analysis, Vendor Management, Process Improvement, Risk Management, Financial Services, Program Management, Banking, Quality Assurance, Agile Methodologies, Requirements Analysis, Project Management, Business Process..., IT Strategy, Project Portfolio..., Management, PMO, Outsourcing, Project Planning, IT Management, Requirements Gathering, Testing, Cross-functional Team..., User Acceptance Testing, Product Management, Leadership, Business Strategy
Education
Boston University
B.S., Management
St. Sebastian's
High School
James Achuil James Achuil's Fidelity Investments Experience July 2012 - Present
Job Software Engineer/ Developer
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Office of the Attorney General of the State of New York February 2010 - July 2010
Skills
SQL, Unix, DB2, Visual Basic, COBOL, Fileaid, JCL, CICS, Java, Microsoft SQL Server, Visio, TSO, JavaBeans, Endeavor, MVS, JavaScript, Eclipse, Project Management, Platinum, MySQL, MVS InterTest, SPUFI, RDz, Data Center, Operating Systems, Software Development, SharePoint, HTML5, HTML
Education
Boston University 2014 — 2016
Master's degree, Information Technology
Syracuse University 2009 — 2012
Information Technology
Fidelity Investments July 2012 - Present
Office of the Attorney General of the State of New York February 2010 - July 2010
Skills
SQL, Unix, DB2, Visual Basic, COBOL, Fileaid, JCL, CICS, Java, Microsoft SQL Server, Visio, TSO, JavaBeans, Endeavor, MVS, JavaScript, Eclipse, Project Management, Platinum, MySQL, MVS InterTest, SPUFI, RDz, Data Center, Operating Systems, Software Development, SharePoint, HTML5, HTML
Education
Boston University 2014 — 2016
Master's degree, Information Technology
Syracuse University 2009 — 2012
Information Technology
Igor Korsunsky's Fidelity Investments Experience 2010 - 2011
Job Experienced Technology Manager/VP/Director with deep Banking, Finance, hedgefunds knowledge
Industry Financial Services
Experience
ISBAN, Bank Santander 2011 - Present
Fidelity Investments 2010 - 2011
Citi Bank 2007 - 2009
BISYS 2002 - 2007
ITS 2000 - 2001
Clark University December 1998 - January 2000
Private Healthcare Systems 1999 - 2000
Pegasystems 1997 - 1999
Skills
Banking, Budgeting, Architecture, Outsourcing, Databases, Risk Management, Product Development, Software Project..., Budgets, IT Strategy, Software Development, Analysis, Scrum, Management, SaaS, Leadership, Requirements Analysis, ERP, Integration, SQL, Team Management, Requirements Gathering, Enterprise Architecture, Business Analysis, Strategy, Business Intelligence
Education
Boston University 1989 — 1991
MS
Kharkiv Politechnic University 1983 — 1987
MS
ISBAN, Bank Santander 2011 - Present
Fidelity Investments 2010 - 2011
Citi Bank 2007 - 2009
BISYS 2002 - 2007
ITS 2000 - 2001
Clark University December 1998 - January 2000
Private Healthcare Systems 1999 - 2000
Pegasystems 1997 - 1999
Skills
Banking, Budgeting, Architecture, Outsourcing, Databases, Risk Management, Product Development, Software Project..., Budgets, IT Strategy, Software Development, Analysis, Scrum, Management, SaaS, Leadership, Requirements Analysis, ERP, Integration, SQL, Team Management, Requirements Gathering, Enterprise Architecture, Business Analysis, Strategy, Business Intelligence
Education
Boston University 1989 — 1991
MS
Kharkiv Politechnic University 1983 — 1987
MS
Greg O'Quinn, MSA's Fidelity Investments Experience June 2015 - Present
Job Digital Campaign Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments June 2015 - Present
U.S.A. Hockey Referee October 2008 - Present
Vantage Deluxe World Travel April 2015 - June 2015
Vantage Deluxe World Travel April 2014 - February 2015
Spaulding Rehabilitation Network April 2010 - April 2014
Skills
Media Relations, Social Media, Marketing, Graphic Design, Advertising, Online Marketing, Project Management, Community Outreach, Communication, Email Marketing, Communicaton, PowerPoint, Management, Press Releases, Organization, Planning and executing..., Creative Writing, Technical Writing, Newsletters, Content Development, Project, Digital Marketing, Digital Media, Digital Strategy, Social Media Strategist, Social Media Marketing, Event Planning, Public Relations, Leadership, Customer Service, Marketing Communications, Social Networking
Education
Boston University 2012 — 2013
Graduate, Advertising, A
Framingham State College 2006 — 2010
Bachelor of Arts; of Business, Communication Arts; Corporate Comm; Criminology, Sociology
Framingham State University 2006 — 2010
B.A. Communication Arts, Corporate - Marketing
Stoneham High 2002 — 2006
High School Diploma
Fidelity Investments June 2015 - Present
U.S.A. Hockey Referee October 2008 - Present
Vantage Deluxe World Travel April 2015 - June 2015
Vantage Deluxe World Travel April 2014 - February 2015
Spaulding Rehabilitation Network April 2010 - April 2014
Skills
Media Relations, Social Media, Marketing, Graphic Design, Advertising, Online Marketing, Project Management, Community Outreach, Communication, Email Marketing, Communicaton, PowerPoint, Management, Press Releases, Organization, Planning and executing..., Creative Writing, Technical Writing, Newsletters, Content Development, Project, Digital Marketing, Digital Media, Digital Strategy, Social Media Strategist, Social Media Marketing, Event Planning, Public Relations, Leadership, Customer Service, Marketing Communications, Social Networking
Education
Boston University 2012 — 2013
Graduate, Advertising, A
Framingham State College 2006 — 2010
Bachelor of Arts; of Business, Communication Arts; Corporate Comm; Criminology, Sociology
Framingham State University 2006 — 2010
B.A. Communication Arts, Corporate - Marketing
Stoneham High 2002 — 2006
High School Diploma
John Fremont-Smith's Fidelity Investments Experience October 1998 - March 2000
Job Vice President, Investment Consultant at Calamos
Industry Financial Services
Experience
Calamos Investments June 2013 - Present
Dreyfus November 2006 - June 2013
Touchstone Investments August 2001 - October 2006
MFS Investment Management April 2000 - August 2001
Fidelity Investments October 1998 - March 2000
Pitney Bowes January 1998 - September 1998
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Series 6, Financial Services, Separately Managed..., Financial Advisory, Series 65, New Business Development, Variable Annuities, Sales, Wealth Management, Leadership
Education
Boston University 1993 — 1998
Bachelor of Arts
Calamos Investments June 2013 - Present
Dreyfus November 2006 - June 2013
Touchstone Investments August 2001 - October 2006
MFS Investment Management April 2000 - August 2001
Fidelity Investments October 1998 - March 2000
Pitney Bowes January 1998 - September 1998
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Series 6, Financial Services, Separately Managed..., Financial Advisory, Series 65, New Business Development, Variable Annuities, Sales, Wealth Management, Leadership
Education
Boston University 1993 — 1998
Bachelor of Arts
Josh Weinstein's Fidelity Investments Experience January 2012 - Present
Job Vice President, Wealth Management Tools Strategy and Vision at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Bank of America Merrill Lynch May 2010 - January 2012
Morgan Stanley January 2008 - January 2011
Fidelity Investments January 2006 - January 2008
Fidelity Investments July 2004 - December 2005
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Strategic Financial..., Strategy, Investments, Financial Advisory, Competitive Analysis, Financial Services, Finance, Management, Financial Planning
Education
Boston University 2001 — 2004
MBA, International Management
University of Connecticut 1990 — 1994
BA, Business
Fidelity Investments January 2012 - Present
Bank of America Merrill Lynch May 2010 - January 2012
Morgan Stanley January 2008 - January 2011
Fidelity Investments January 2006 - January 2008
Fidelity Investments July 2004 - December 2005
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Strategic Financial..., Strategy, Investments, Financial Advisory, Competitive Analysis, Financial Services, Finance, Management, Financial Planning
Education
Boston University 2001 — 2004
MBA, International Management
University of Connecticut 1990 — 1994
BA, Business
Greg Pelosi's Fidelity Investments Experience June 1996 - September 1998
Job EMC Technical Account Manager Healthcare Global Alliances
Industry Computer Software
Experience
EMC January 2010 - Present
EMC November 2003 - December 2009
Storigen Systems, Inc. April 2001 - October 2003
Cisco Systems, Inc. March 2000 - April 2001
ArrowPoint Communications (acquired by Cisco: CSCO) 1998 - 2001
ArrowPoint Communications September 1998 - April 2000
Fidelity Investments June 1996 - September 1998
Skills
Storage, NAS, SaaS, Virtualization, Storage Virtualization, Deduplication, Data Center, Go-to-market Strategy, SAN, Storage Area Networks, VMware, Storage Architecture, Enterprise Software, Enterprise Storage, Cloud Computing, Solution Selling, Professional Services, Networking, Partner Management, Pre-sales, EMC Storage, Disaster Recovery, High Availability, Storage Solutions, Channel Partners
Education
Boston University 1993 — 1997
Bachelor of Science, Compuer Systems Engineering
EMC January 2010 - Present
EMC November 2003 - December 2009
Storigen Systems, Inc. April 2001 - October 2003
Cisco Systems, Inc. March 2000 - April 2001
ArrowPoint Communications (acquired by Cisco: CSCO) 1998 - 2001
ArrowPoint Communications September 1998 - April 2000
Fidelity Investments June 1996 - September 1998
Skills
Storage, NAS, SaaS, Virtualization, Storage Virtualization, Deduplication, Data Center, Go-to-market Strategy, SAN, Storage Area Networks, VMware, Storage Architecture, Enterprise Software, Enterprise Storage, Cloud Computing, Solution Selling, Professional Services, Networking, Partner Management, Pre-sales, EMC Storage, Disaster Recovery, High Availability, Storage Solutions, Channel Partners
Education
Boston University 1993 — 1997
Bachelor of Science, Compuer Systems Engineering
Jeanne Gaudette's Fidelity Investments Experience September 2008 - Present
Job
Industry Marketing and Advertising
Experience
Fidelity Investments September 2008 - Present
First Marblehead Corporation September 2005 - May 2008
Fidelity Investments 2004 - 2005
State Street Corporation 1998 - 2003
Write Idea 1991 - 1995
Maxymillian Technologies 1993 - 1994
Comalli Electric 1992 - 1993
General Electric Plastics Division 1989 - 1991
Education
Boston University
B.S., Mass Communications
Fidelity Investments September 2008 - Present
First Marblehead Corporation September 2005 - May 2008
Fidelity Investments 2004 - 2005
State Street Corporation 1998 - 2003
Write Idea 1991 - 1995
Maxymillian Technologies 1993 - 1994
Comalli Electric 1992 - 1993
General Electric Plastics Division 1989 - 1991
Education
Boston University
B.S., Mass Communications
Karen Sibbalds's Fidelity Investments Experience February 2004 - Present
Job Content Designer
Industry Financial Services
Experience
Fidelity Investments February 2004 - Present
ByAllAccounts 2002 - 2004
Enmed, Inc. September 1999 - December 2001
Education
Boston University
Master of Science, Computer Science, Operating Systems, Networking
Boston University
Certificate, Project Management
Marian Court College
Certificate, Paralegal
North Shore Community College
Certificate, Graphic Design
Salem State University
Bachelor of Science, Major: Education; Minor: Art
Fidelity Investments February 2004 - Present
ByAllAccounts 2002 - 2004
Enmed, Inc. September 1999 - December 2001
Education
Boston University
Master of Science, Computer Science, Operating Systems, Networking
Boston University
Certificate, Project Management
Marian Court College
Certificate, Paralegal
North Shore Community College
Certificate, Graphic Design
Salem State University
Bachelor of Science, Major: Education; Minor: Art
Joyce Seid Wagner's Fidelity Investments Experience 2000 - 2003
Job at
Industry Marketing and Advertising
Experience
Wells Fargo April 2015 - Present
Propane Studio September 2013 - March 2015
MRM Worldwide November 2003 - August 2013
Fidelity Investments 2000 - 2003
Grey Entertainment 1998 - 2000
Pioneer Investments 1996 - 1998
Skills
Digital Strategy, Integrated Marketing, Digital Marketing, Interactive Marketing, Online Advertising, Direct Marketing, Mobile Marketing, Marketing, Interactive Advertising, Customer Insight, Digital Media, Creative Strategy, Advertising, Direct Mail, Media Planning
Education
Boston University 1994 — 1998
Bachelor of Science, Mass Communications
Wells Fargo April 2015 - Present
Propane Studio September 2013 - March 2015
MRM Worldwide November 2003 - August 2013
Fidelity Investments 2000 - 2003
Grey Entertainment 1998 - 2000
Pioneer Investments 1996 - 1998
Skills
Digital Strategy, Integrated Marketing, Digital Marketing, Interactive Marketing, Online Advertising, Direct Marketing, Mobile Marketing, Marketing, Interactive Advertising, Customer Insight, Digital Media, Creative Strategy, Advertising, Direct Mail, Media Planning
Education
Boston University 1994 — 1998
Bachelor of Science, Mass Communications
Karen Yuska, PMP's Fidelity Investments Experience October 2008 - Present
Job Director Compliance
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments April 2008 - October 2008
Fidelity Investments April 2006 - October 2008
Fidelity Investments July 2001 - July 2004
Fidelity Investments September 2000 - July 2001
Houghton Mifflin 1999 - 2000
BrownCo. 1989 - 1999
Medical Personnel Pool 1983 - 1989
Skills
Quality Assurance, Process Improvement, Risk Management, Project Management, Knowledge Management, Broker-Dealer Compliance, Reporting & Analysis, Internal Communications, Operations..., Business Analysis, Collaborative Leadership, Strategic Planning
Education
Boston University 2006 — 2008
Graduate Certificate, Project Management
Boston University 2001 — 2003
Master of Science (M.S.), Adminstrative Studies
Boston University 1984 — 1988
Bachelor of Science (B.S.), Journalism
Fidelity Investments October 2008 - Present
Fidelity Investments April 2008 - October 2008
Fidelity Investments April 2006 - October 2008
Fidelity Investments July 2001 - July 2004
Fidelity Investments September 2000 - July 2001
Houghton Mifflin 1999 - 2000
BrownCo. 1989 - 1999
Medical Personnel Pool 1983 - 1989
Skills
Quality Assurance, Process Improvement, Risk Management, Project Management, Knowledge Management, Broker-Dealer Compliance, Reporting & Analysis, Internal Communications, Operations..., Business Analysis, Collaborative Leadership, Strategic Planning
Education
Boston University 2006 — 2008
Graduate Certificate, Project Management
Boston University 2001 — 2003
Master of Science (M.S.), Adminstrative Studies
Boston University 1984 — 1988
Bachelor of Science (B.S.), Journalism
James Collomb's Fidelity Investments Experience December 2014 - Present
Job Vice President Client Integration at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2014 - December 2014
Fidelity Investments 2011 - February 2014
Fidelity Investments 2008 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
MiFund Europe 2000 - 2003
IMIS Consulting Group January 1993 - March 2000
National Computer Systems (now part of SunGard) 1990 - 1993
Bank of Boston 1987 - 1990
Education
Boston University
Bachelor's degree, International Relations & Economics
Fidelity Investments December 2014 - Present
Fidelity Investments February 2014 - December 2014
Fidelity Investments 2011 - February 2014
Fidelity Investments 2008 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
MiFund Europe 2000 - 2003
IMIS Consulting Group January 1993 - March 2000
National Computer Systems (now part of SunGard) 1990 - 1993
Bank of Boston 1987 - 1990
Education
Boston University
Bachelor's degree, International Relations & Economics
Jim Twohig's Fidelity Investments Experience September 2004 - Present
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Fidelity Investments September 2004 - Present
Education
Boston University 2003 — 2003
Fidelity Investments September 2004 - Present
Education
Boston University 2003 — 2003
Jennifer Parnes's Fidelity Investments Experience January 2014 - Present
Job Compliance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments May 2008 - January 2014
Fidelity Investments June 2000 - May 2008
Skills
Series 7, Series 24
Education
Seton Hall University School of Law 2003 — 2007
Doctor of Law (J.D.)
Boston University 1996 — 2000
BA, Economics
Fidelity Investments January 2014 - Present
Fidelity Investments May 2008 - January 2014
Fidelity Investments June 2000 - May 2008
Skills
Series 7, Series 24
Education
Seton Hall University School of Law 2003 — 2007
Doctor of Law (J.D.)
Boston University 1996 — 2000
BA, Economics
Heather Grubbs's Fidelity Investments Experience 2013 - Present
Job Vice President Marketing, Fidelity
Industry Marketing and Advertising
Experience
Fidelity Investments 2013 - Present
Janus Capital Group 2007 - April 2013
Old Mutual Capital 2006 - 2007
Transamerica Capital Inc. February 2002 - April 2006
Skills
Series 6, Marketing, Series 7, Mutual Funds, Financial Services, Retirement Planning, Estate Planning, Retirement, Investments, Direct Marketing, Strategy, 401k, Investment Strategies
Education
University of Denver 1996 — 1999
MS, Communications
Boston University 1992 — 1996
BA, English
Fidelity Investments 2013 - Present
Janus Capital Group 2007 - April 2013
Old Mutual Capital 2006 - 2007
Transamerica Capital Inc. February 2002 - April 2006
Skills
Series 6, Marketing, Series 7, Mutual Funds, Financial Services, Retirement Planning, Estate Planning, Retirement, Investments, Direct Marketing, Strategy, 401k, Investment Strategies
Education
University of Denver 1996 — 1999
MS, Communications
Boston University 1992 — 1996
BA, English
Jeevan Sompuram's Fidelity Investments Experience October 2001 - Present
Job Senior Manager, Software Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2001 - Present
Skills
Agile Methodologies, Business Analysis, ClearCase, Enterprise Architecture, Integration, Oracle, PL/SQL, Requirements Analysis, Requirements Gathering, SDLC, SOA, SQL, Scrum, Software Development, Software Project..., Unix, Unix Shell Scripting, Web Services
Education
Boston University
Masters, Computer Science
Fidelity Investments October 2001 - Present
Skills
Agile Methodologies, Business Analysis, ClearCase, Enterprise Architecture, Integration, Oracle, PL/SQL, Requirements Analysis, Requirements Gathering, SDLC, SOA, SQL, Scrum, Software Development, Software Project..., Unix, Unix Shell Scripting, Web Services
Education
Boston University
Masters, Computer Science
Joseph Beaulieu's Fidelity Investments Experience January 2010 - May 2012
Job Development Lead at NaviNet
Industry Computer Software
Experience
NaviNet February 2015 - Present
NaviNet September 2013 - February 2015
Avanade May 2012 - September 2013
Fidelity Investments January 2010 - May 2012
Fidelity Investments August 2006 - January 2010
Bingham McCutchen 2005 - 2006
CCBN 2003 - 2004
The Thomson Corporation 1997 - 2002
Skills
Java, C#, XML, .NET, Computer Science, Web Applications, Web Services, Linux, Software Engineering, OOP, WPF, WCF, REST, Spring, Software Development, SOA, Agile Methodologies, SDLC
Education
Boston University 1999 — 2003
BS, Computer Science
Lawrence Academy
NaviNet February 2015 - Present
NaviNet September 2013 - February 2015
Avanade May 2012 - September 2013
Fidelity Investments January 2010 - May 2012
Fidelity Investments August 2006 - January 2010
Bingham McCutchen 2005 - 2006
CCBN 2003 - 2004
The Thomson Corporation 1997 - 2002
Skills
Java, C#, XML, .NET, Computer Science, Web Applications, Web Services, Linux, Software Engineering, OOP, WPF, WCF, REST, Spring, Software Development, SOA, Agile Methodologies, SDLC
Education
Boston University 1999 — 2003
BS, Computer Science
Lawrence Academy
John Callamaro MBA PMP's Fidelity Investments Experience June 2011 - Present
Job VP Program Management at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments May 2008 - June 2011
Fidelity Investments April 2001 - May 2008
HealthSouth January 1995 - April 2001
Skills
Program Management, PMP, Business Analysis, Management, Operations Management, SharePoint, Outsourcing, Vendor Management, Project Planning, Agile Project Management, Integration, Human Resources, Agile Methodologies, Change Management, SDLC, Payroll, Project Portfolio..., Business Process..., Process Improvement
Education
Boston University 2004 — 2006
Certificate in Project Management
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA
Ithaca College 1987 — 1991
BS
North Warren Regional High School 1983 — 1987
Fidelity Investments June 2011 - Present
Fidelity Investments May 2008 - June 2011
Fidelity Investments April 2001 - May 2008
HealthSouth January 1995 - April 2001
Skills
Program Management, PMP, Business Analysis, Management, Operations Management, SharePoint, Outsourcing, Vendor Management, Project Planning, Agile Project Management, Integration, Human Resources, Agile Methodologies, Change Management, SDLC, Payroll, Project Portfolio..., Business Process..., Process Improvement
Education
Boston University 2004 — 2006
Certificate in Project Management
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA
Ithaca College 1987 — 1991
BS
North Warren Regional High School 1983 — 1987
Hindi Durant's Fidelity Investments Experience June 2015 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments December 2012 - June 2015
Fidelity Investments June 2006 - November 2012
MassHousing June 2003 - June 2006
Akamai Technologies 2001 - 2002
American Management Systems, Inc. May 1997 - May 2000
Skills
Business Analysis, SDLC, Requirements Analysis, Data Analysis, SQL, Agile Methodologies, Business Requirements, Requirements Gathering, Testing, User Acceptance Testing, Training, MS Project, Program Management, Data Warehousing, Business Process, Process Improvement, Project Management
Education
University of Pennsylvania - The Wharton School 1993 — 1997
B.S., M.I.S
Boston University 2000 — 2001
MSIS, IS
Kimball Union Academy 1989 — 1993
High School Degree
Fidelity Investments June 2015 - Present
Fidelity Investments December 2012 - June 2015
Fidelity Investments June 2006 - November 2012
MassHousing June 2003 - June 2006
Akamai Technologies 2001 - 2002
American Management Systems, Inc. May 1997 - May 2000
Skills
Business Analysis, SDLC, Requirements Analysis, Data Analysis, SQL, Agile Methodologies, Business Requirements, Requirements Gathering, Testing, User Acceptance Testing, Training, MS Project, Program Management, Data Warehousing, Business Process, Process Improvement, Project Management
Education
University of Pennsylvania - The Wharton School 1993 — 1997
B.S., M.I.S
Boston University 2000 — 2001
MSIS, IS
Kimball Union Academy 1989 — 1993
High School Degree
Hope Klein's Fidelity Investments Experience 1993 - 1996
Job Human Resources Professional
Industry Human Resources
Experience
Fidelity Investments 1993 - 1996
The Software Alliance October 1987 - September 1993
Skills
Talent Acquisition, Onboarding, Succession Planning, Performance Management, Talent Management, Recruiting, Employee Relations, Applicant Tracking..., Sourcing, Internet Recruiting, Employee Benefits, HRIS, Workforce Planning, College Recruiting, Technical Recruiting
Education
Boston University 1981 — 1982
M.Ed, Counseling Psychology
Boston University 1977 — 1981
BA, Psychology
Fidelity Investments 1993 - 1996
The Software Alliance October 1987 - September 1993
Skills
Talent Acquisition, Onboarding, Succession Planning, Performance Management, Talent Management, Recruiting, Employee Relations, Applicant Tracking..., Sourcing, Internet Recruiting, Employee Benefits, HRIS, Workforce Planning, College Recruiting, Technical Recruiting
Education
Boston University 1981 — 1982
M.Ed, Counseling Psychology
Boston University 1977 — 1981
BA, Psychology
Jennifer Doval's Fidelity Investments Experience October 2005 - Present
Job Retirement Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
Fidelity 1999 - Present
Skills
Series 7, Mutual Funds, Series 63, ERISA, 401k
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Boston University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments October 2005 - Present
Fidelity 1999 - Present
Skills
Series 7, Mutual Funds, Series 63, ERISA, 401k
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Boston University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Karen Dunnett's Fidelity Investments Experience 1990 - 2007
Job Marketing Consultant_Fidelity Institutional Shared Services Marketing
Industry Marketing and Advertising
Experience
Fidelity Institutional Shared Services Marketing March 2012 - Present
Fidelity Charitable March 2011 - December 2011
The Hartford 2007 - 2007
Independent Contractor 1990 - 2007
Fidelity Investments 1990 - 2007
fidelity 1990 - 2006
Fidelity Investments Charitable Gift Fund 1999 - 2002
Fidelity Charitable Services 1999 - 2002
Quantic Communications, Inc. 1997 - 1998
Skills
Direct Marketing, Integrated Marketing, Series 63, Email Marketing, Series 7, Mutual Funds, Series 6, Marketing, Lead Generation, Salesforce.com
Education
Boston University
BS ED, Elementary Education
Graduate studies at Lesley University
Fidelity Institutional Shared Services Marketing March 2012 - Present
Fidelity Charitable March 2011 - December 2011
The Hartford 2007 - 2007
Independent Contractor 1990 - 2007
Fidelity Investments 1990 - 2007
fidelity 1990 - 2006
Fidelity Investments Charitable Gift Fund 1999 - 2002
Fidelity Charitable Services 1999 - 2002
Quantic Communications, Inc. 1997 - 1998
Skills
Direct Marketing, Integrated Marketing, Series 63, Email Marketing, Series 7, Mutual Funds, Series 6, Marketing, Lead Generation, Salesforce.com
Education
Boston University
BS ED, Elementary Education
Graduate studies at Lesley University
Hope Gagne, PMP's Fidelity Investments Experience June 2003 - February 2011
Job Experienced Project Manager
Industry Outsourcing/Offshoring
Experience
Fidelity Investments June 2003 - February 2011
Fidelity Investments January 2000 - June 2003
The Upper Room January 1997 - August 1998
Parkland Medical Center April 1995 - August 1998
The Upper Room November 1996 - March 1997
Skills
Vendor Management, Call Center, Management, Business Analysis, Project Management, Training, Team Leadership, Change Management, Business Process..., Process Improvement, Visio, Program Management, Leadership, Cross-functional Team..., PMP, Six Sigma, Risk Management, Quality Assurance, Outsourcing, Call Centers, Project Portfolio..., SDLC, PMO, Resource Management, Requirements Gathering
Education
Boston University 2005 — 2006
Certificate, Project Management
Boston University 1999 — 2002
Master of Science, Financial Economics
Notre Dame College 1989 — 1994
Bachelor of Arts, Business Adminstration
Fidelity Investments June 2003 - February 2011
Fidelity Investments January 2000 - June 2003
The Upper Room January 1997 - August 1998
Parkland Medical Center April 1995 - August 1998
The Upper Room November 1996 - March 1997
Skills
Vendor Management, Call Center, Management, Business Analysis, Project Management, Training, Team Leadership, Change Management, Business Process..., Process Improvement, Visio, Program Management, Leadership, Cross-functional Team..., PMP, Six Sigma, Risk Management, Quality Assurance, Outsourcing, Call Centers, Project Portfolio..., SDLC, PMO, Resource Management, Requirements Gathering
Education
Boston University 2005 — 2006
Certificate, Project Management
Boston University 1999 — 2002
Master of Science, Financial Economics
Notre Dame College 1989 — 1994
Bachelor of Arts, Business Adminstration
Jon Sutherland's Fidelity Investments Experience October 1997 - Present
Job Director at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 1997 - Present
Coopers & Lybrand May 1996 - October 1997
Mass Mutual 1990 - 1996
Education
Boston University 1972 — 1976
BS, Communication
Fidelity Investments October 1997 - Present
Coopers & Lybrand May 1996 - October 1997
Mass Mutual 1990 - 1996
Education
Boston University 1972 — 1976
BS, Communication
Kamal Hage's Fidelity Investments Experience July 1999 - Present
Job Mainframe programmer analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 1999 - Present
Fidelity 1999 - Present
Fidelity Brokerage Technology Co. 1999 - Present
Education
Boston University 1981 — 1983
Fidelity Investments July 1999 - Present
Fidelity 1999 - Present
Fidelity Brokerage Technology Co. 1999 - Present
Education
Boston University 1981 — 1983
Jeanne Bartolo's Fidelity Investments Experience January 1996 - January 1997
Job PeopleSoft Developer
Industry Information Technology and Services
Experience
Brandeis University September 2011 - February 2013
Bank of America March 2006 - June 2011
Tweeter Home Entertainment Group May 2005 - March 2006
Bank of America July 2003 - May 2005
Tweeter Home Entertainment Group October 2002 - July 2003
Boston Scientific Corporation June 2002 - September 2002
FleetBoston Financial Corporation January 1998 - June 2002
BJ's Wholesale Club January 1997 - January 1998
Fidelity Investments January 1996 - January 1997
Scudder, Stevens & Clark January 1994 - January 1996
Education
Boston University
B.S, Computer Science
Brandeis University September 2011 - February 2013
Bank of America March 2006 - June 2011
Tweeter Home Entertainment Group May 2005 - March 2006
Bank of America July 2003 - May 2005
Tweeter Home Entertainment Group October 2002 - July 2003
Boston Scientific Corporation June 2002 - September 2002
FleetBoston Financial Corporation January 1998 - June 2002
BJ's Wholesale Club January 1997 - January 1998
Fidelity Investments January 1996 - January 1997
Scudder, Stevens & Clark January 1994 - January 1996
Education
Boston University
B.S, Computer Science
Harry Seeto's Fidelity Investments Experience January 1994 - November 1997
Job Manager of Information Technology at Cox Media Group
Industry Broadcast Media
Experience
Cox Media Group October 2014 - Present
Fox Television November 1997 - October 2014
WFXT-TV November 1997 - October 2014
Fox Television Stations 1997 - October 2014
WFXT 1997 - October 2014
Fox 25 1997 - October 2014
Fidelity Investments January 1994 - November 1997
Keane, Inc 1994 - 1995
Education
Boston University 1989 — 1993
Cox Media Group October 2014 - Present
Fox Television November 1997 - October 2014
WFXT-TV November 1997 - October 2014
Fox Television Stations 1997 - October 2014
WFXT 1997 - October 2014
Fox 25 1997 - October 2014
Fidelity Investments January 1994 - November 1997
Keane, Inc 1994 - 1995
Education
Boston University 1989 — 1993
Jeff Lang's Fidelity Investments Experience July 1998 - June 2003
Job Corporate Vice President Corporate Compliance Department at NewYork Life/Eagle Strategies LLC
Industry Financial Services
Experience
NewYork Life/Eagle Strategies LLC June 2013 - September 2015
Citigroup Global Markets Inc June 2010 - June 2013
TD Ameritrade June 2003 - June 2010
Fidelity Investments July 1998 - June 2003
LPL Financial November 1994 - July 1998
Phoenix Home Life Insurance Company December 1993 - November 1994
Private Practice of Law 1989 - 1993
Skills
Investment Advisory, Risk Management, Compliance, Compliance Management, Hedge Funds, Institutional, Brokerage, Series 7, Series 63, Series 24, Securities, Financial Services, Mutual Funds, Wealth Management, FINRA, Investments
Education
The University of Connecticut 1982 — 1986
BS, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Completed Program for Financial Planners
Syracuse University College of Law 1986 — 1989
Juris Doctor, Law
NewYork Life/Eagle Strategies LLC June 2013 - September 2015
Citigroup Global Markets Inc June 2010 - June 2013
TD Ameritrade June 2003 - June 2010
Fidelity Investments July 1998 - June 2003
LPL Financial November 1994 - July 1998
Phoenix Home Life Insurance Company December 1993 - November 1994
Private Practice of Law 1989 - 1993
Skills
Investment Advisory, Risk Management, Compliance, Compliance Management, Hedge Funds, Institutional, Brokerage, Series 7, Series 63, Series 24, Securities, Financial Services, Mutual Funds, Wealth Management, FINRA, Investments
Education
The University of Connecticut 1982 — 1986
BS, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Completed Program for Financial Planners
Syracuse University College of Law 1986 — 1989
Juris Doctor, Law
Jessica Cickay's Fidelity Investments Experience August 2011 - Present
Job Manager, Financial Writer/Editor at Fidelity Investments
Industry Writing and Editing
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments June 2008 - August 2011
Aspatore Books January 2008 - May 2008
The Pohly Company September 2007 - December 2007
GIANT magazine June 2007 - August 2007
EATS Media, LLC June 2006 - August 2006
Education
Boston University 2004 — 2008
Bachelor of arts, Communications
Fidelity Investments August 2011 - Present
Fidelity Investments June 2008 - August 2011
Aspatore Books January 2008 - May 2008
The Pohly Company September 2007 - December 2007
GIANT magazine June 2007 - August 2007
EATS Media, LLC June 2006 - August 2006
Education
Boston University 2004 — 2008
Bachelor of arts, Communications
Helen Ho, CFP®'s Fidelity Investments Experience April 2007 - July 2009
Job Personal Advisor Client Experience
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard November 2012 - April 2014
Vanguard July 2011 - November 2012
Fidelity Investments April 2007 - July 2009
Fidelity Investments October 2006 - April 2007
Fidelity Investments September 2005 - October 2006
Skills
Series 7, Financial Planning, Series 63, Series 65, Asset Allocation, Investments, Strategic Financial...
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Marketing
Boston University 2007 — 2008
Certified Financial Planning
Cornell University 2001 — 2005
BA, Economics
Phillips Academy 1997 — 2001
Vanguard May 2014 - Present
Vanguard November 2012 - April 2014
Vanguard July 2011 - November 2012
Fidelity Investments April 2007 - July 2009
Fidelity Investments October 2006 - April 2007
Fidelity Investments September 2005 - October 2006
Skills
Series 7, Financial Planning, Series 63, Series 65, Asset Allocation, Investments, Strategic Financial...
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Marketing
Boston University 2007 — 2008
Certified Financial Planning
Cornell University 2001 — 2005
BA, Economics
Phillips Academy 1997 — 2001
Julie Ganong's Fidelity Investments Experience April 1996 - April 1997
Job Public Relations and Marketing Professional
Industry Public Relations and Communications
Experience
The Provident Bank September 1998 - February 2008
Ganong & Company January 1997 - January 1998
Fidelity Investments April 1996 - April 1997
Ernst & Young January 1990 - August 1995
Education
Boston University 1986 — 1989
MS, Communications/Public Relations
University of Maine/Machias 1975 — 1979
BS, Business Adm/marketing
The Provident Bank September 1998 - February 2008
Ganong & Company January 1997 - January 1998
Fidelity Investments April 1996 - April 1997
Ernst & Young January 1990 - August 1995
Education
Boston University 1986 — 1989
MS, Communications/Public Relations
University of Maine/Machias 1975 — 1979
BS, Business Adm/marketing
Jim Twohig's Fidelity Investments Experience September 2004 - February 2005
Job Riverside Community Care
Industry Information Technology and Services
Experience
Nonprofit Organization June 2012 - Present
Steward Health Care 2012 - 2014
Steward Health Care 2012 - 2014
Steward Health Care 2012 - 2014
Partners HealthCare January 2009 - April 2012
Veritude - Fidelity Investments November 2005 - January 2009
Veritude - EnVivo Pharmaceuticals March 2005 - November 2005
Fidelity Investments September 2004 - February 2005
IBM Global Services 1998 - 2001
Skills
Windows, Troubleshooting, Microsoft Office, BMC Remedy, Project Management, Disaster Recovery, XP, Technical Support, Patch Management, Help Desk Support, Computer Hardware, Windows 7, Software Documentation, Networking, Active Directory, System Deployment, Vendor Management
Education
Boston University 2003 — 2003
Certificate, Cisco Network Administration Certificate Program
University of Massachusetts Lowell 2000 — 2000
Certificate, UNIX Operating System
Nonprofit Organization June 2012 - Present
Steward Health Care 2012 - 2014
Steward Health Care 2012 - 2014
Steward Health Care 2012 - 2014
Partners HealthCare January 2009 - April 2012
Veritude - Fidelity Investments November 2005 - January 2009
Veritude - EnVivo Pharmaceuticals March 2005 - November 2005
Fidelity Investments September 2004 - February 2005
IBM Global Services 1998 - 2001
Skills
Windows, Troubleshooting, Microsoft Office, BMC Remedy, Project Management, Disaster Recovery, XP, Technical Support, Patch Management, Help Desk Support, Computer Hardware, Windows 7, Software Documentation, Networking, Active Directory, System Deployment, Vendor Management
Education
Boston University 2003 — 2003
Certificate, Cisco Network Administration Certificate Program
University of Massachusetts Lowell 2000 — 2000
Certificate, UNIX Operating System
Jeff Kerrigan, CFA's Fidelity Investments Experience 1999 - 2004
Job Portfolio Manager, Century Capital Management
Industry Investment Management
Experience
Century Capital Management 2014 - Present
Ten Asset Management / Haber Trilix Advisors 2010 - 2013
Gartmore 2005 - 2008
Fidelity Investments 1999 - 2004
Skills
Quantitative Research, Fundamental Research, Portfolio Management, CFA
Education
Boston University 1989 — 1993
Bachelors, Economics
Boston University
Masters, Economics
Century Capital Management 2014 - Present
Ten Asset Management / Haber Trilix Advisors 2010 - 2013
Gartmore 2005 - 2008
Fidelity Investments 1999 - 2004
Skills
Quantitative Research, Fundamental Research, Portfolio Management, CFA
Education
Boston University 1989 — 1993
Bachelors, Economics
Boston University
Masters, Economics
Jim Noonan-Sloan's Fidelity Investments Experience 1996 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
TUFTS HEALTH PLAN 2004 - 2005
Cambridge Cares About AIDS 2001 - 2003
AVICON GROUP 2000 - 2001
Fidelity Investments 1996 - 2000
EDS Group 1994 - 1996
USDA 1992 - 1993
Skills
New Business Development, Marketing, Team Building, Investments, Strategic Planning, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Series 7, Sales, Customer Service
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Back in Business Executive Education Program
Boston University
e-Commerce Strategy Development
University of Florida - Warrington College Of Business 1988 — 1994
Bachelor's Degree, Finance and Economics
TUFTS HEALTH PLAN 2004 - 2005
Cambridge Cares About AIDS 2001 - 2003
AVICON GROUP 2000 - 2001
Fidelity Investments 1996 - 2000
EDS Group 1994 - 1996
USDA 1992 - 1993
Skills
New Business Development, Marketing, Team Building, Investments, Strategic Planning, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Series 7, Sales, Customer Service
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Back in Business Executive Education Program
Boston University
e-Commerce Strategy Development
University of Florida - Warrington College Of Business 1988 — 1994
Bachelor's Degree, Finance and Economics
Irine Sokolovsky's Fidelity Investments Experience January 2010 - September 2013
Job Lead Data Modeler
Industry Financial Services
Experience
VED Software Services Inc September 2014 - Present
Fidelity Investments January 2010 - September 2013
Fidelity Investments January 2010 - September 2013
Fidelity Investments January 2006 - December 2009
Fidelity Investments January 2004 - December 2005
Fidelity Investments July 1995 - December 2003
Fidelity Investments July 1995 - December 2003
Accenture June 1994 - June 1995
Skills
Agile Methodologies, Data Warehousing, SDLC, Requirements Analysis, SQL, Oracle, Database Design, Databases, Software Project..., Software Development, PL/SQL, Business Analysis, Data Modeling, SOA, XML
Education
Boston University 1990 — 1994
BA/MA, Computer Science
VED Software Services Inc September 2014 - Present
Fidelity Investments January 2010 - September 2013
Fidelity Investments January 2010 - September 2013
Fidelity Investments January 2006 - December 2009
Fidelity Investments January 2004 - December 2005
Fidelity Investments July 1995 - December 2003
Fidelity Investments July 1995 - December 2003
Accenture June 1994 - June 1995
Skills
Agile Methodologies, Data Warehousing, SDLC, Requirements Analysis, SQL, Oracle, Database Design, Databases, Software Project..., Software Development, PL/SQL, Business Analysis, Data Modeling, SOA, XML
Education
Boston University 1990 — 1994
BA/MA, Computer Science
Graciela Schimmel's Fidelity Investments Experience June 1999 - December 1999
Job Implementaion Project Manager at J.P Morgan Chase
Industry Financial Services
Experience
J.P Morgan Chase June 2013 - Present
J.P Morgan Chase December 2001 - June 2013
Gillette Company March 2001 - July 2001
Fidelity Investments June 1999 - December 1999
State Street Corporation June 1998 - December 1998
Education
Boston University
Master’s of Science, Multinational Commerce
Northeastern University
Bachelor of Science Degree, Finance/ International Business
J.P Morgan Chase June 2013 - Present
J.P Morgan Chase December 2001 - June 2013
Gillette Company March 2001 - July 2001
Fidelity Investments June 1999 - December 1999
State Street Corporation June 1998 - December 1998
Education
Boston University
Master’s of Science, Multinational Commerce
Northeastern University
Bachelor of Science Degree, Finance/ International Business
John Mceleney's Fidelity Investments Experience January 1986 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity 2006 - Present
Fidelity Investments, National Financial 2005 - Present
Fidelity Investments January 1986 - Present
Fidelity Investments January 1986 - Present
National Financial, a Fidelity Investments Company 1986 - Present
National Financial 1986 - Present
Skills
Asset Management, Mutual Funds, Financial Services, Series 63, Risk Management, Series 7, Equities, Fixed Income, Securities, Investments, Management, Wealth Management, Relationship Management, SDLC
Education
Boston University 1982 — 1986
BS/BA, Accounting and Finance
Fidelity 2006 - Present
Fidelity Investments, National Financial 2005 - Present
Fidelity Investments January 1986 - Present
Fidelity Investments January 1986 - Present
National Financial, a Fidelity Investments Company 1986 - Present
National Financial 1986 - Present
Skills
Asset Management, Mutual Funds, Financial Services, Series 63, Risk Management, Series 7, Equities, Fixed Income, Securities, Investments, Management, Wealth Management, Relationship Management, SDLC
Education
Boston University 1982 — 1986
BS/BA, Accounting and Finance
Karen Houldin's Fidelity Investments Experience July 2010 - July 2011
Job Sr. UX Consultant / Information Architect
Industry Computer Software
Experience
Self Employed January 2012 - Present
Partners Health Care September 2012 - March 2013
Cisco Systems October 2011 - January 2012
Fidelity Investments July 2010 - July 2011
Oracle, Inc December 2007 - April 2008
Staples, Inc March 2007 - July 2007
SolidWorks July 2006 - January 2007
PixelMEDIA July 2005 - March 2006
TSDesign October 1994 - December 1997
FCR Software, Shiva Corporation May 1986 - May 1994
Skills
Interaction Design, Information Architecture, Visio, User Experience, Usability Testing, User-centered Design, User Interface, User Experience Design, Wireframes, Management, Axure RP, Software Design
Education
Harvard Extension School
Boston University
Syracuse University 1983 — 1987
engineering
State University of NY/Ulster 1985 — 1986
A.A.S, Data Communications
Syracuse University
Bio-engineering major
Self Employed January 2012 - Present
Partners Health Care September 2012 - March 2013
Cisco Systems October 2011 - January 2012
Fidelity Investments July 2010 - July 2011
Oracle, Inc December 2007 - April 2008
Staples, Inc March 2007 - July 2007
SolidWorks July 2006 - January 2007
PixelMEDIA July 2005 - March 2006
TSDesign October 1994 - December 1997
FCR Software, Shiva Corporation May 1986 - May 1994
Skills
Interaction Design, Information Architecture, Visio, User Experience, Usability Testing, User-centered Design, User Interface, User Experience Design, Wireframes, Management, Axure RP, Software Design
Education
Harvard Extension School
Boston University
Syracuse University 1983 — 1987
engineering
State University of NY/Ulster 1985 — 1986
A.A.S, Data Communications
Syracuse University
Bio-engineering major
Goli Darabi's Fidelity Investments Experience 2004 - 2008
Job Strategy and Executive Coach, Darabi Consuting
Industry Financial Services
Experience
Fidelity Investments 2004 - 2008
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Skills
Succession Planning, Financial Services, Leadership Development, Talent Management, Executive Coaching, Business Strategy, Coaching, Organizational..., Organizational Design, Employee Engagement, Mergers & Acquisitions, Strategy, Strategic Leadership, Vendor Management, Management Consulting, Performance Management, Change Management, Executive Management, Program Management, Organizational..., Consulting, Leadership, Business Transformation, Business Process..., Cross-functional Team..., Workshop Facilitation, Start-ups, Process Improvement, Workforce Planning, Performance Improvement, 360 Feedback, Risk Management
Education
Boston University
Doctor of Education (Ed.D.)
Boston University
Fidelity Investments 2004 - 2008
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Skills
Succession Planning, Financial Services, Leadership Development, Talent Management, Executive Coaching, Business Strategy, Coaching, Organizational..., Organizational Design, Employee Engagement, Mergers & Acquisitions, Strategy, Strategic Leadership, Vendor Management, Management Consulting, Performance Management, Change Management, Executive Management, Program Management, Organizational..., Consulting, Leadership, Business Transformation, Business Process..., Cross-functional Team..., Workshop Facilitation, Start-ups, Process Improvement, Workforce Planning, Performance Improvement, 360 Feedback, Risk Management
Education
Boston University
Doctor of Education (Ed.D.)
Boston University
Jennifer (Grant) Sambataro's Fidelity Investments Experience December 2013 - Present
Job Media Planning Supervisor
Industry Marketing and Advertising
Experience
Fidelity Investments December 2013 - Present
Havas Media May 2011 - November 2013
Havas Media May 2010 - May 2011
Mullen March 2008 - April 2010
Mullen September 2007 - March 2008
Skills
Media Planning, Media Buying, Marketing Communications, Integrated Marketing
Education
Boston University 2003 — 2007
Bachelor's degree, Communication, Advertising, Cum Laude
Fidelity Investments December 2013 - Present
Havas Media May 2011 - November 2013
Havas Media May 2010 - May 2011
Mullen March 2008 - April 2010
Mullen September 2007 - March 2008
Skills
Media Planning, Media Buying, Marketing Communications, Integrated Marketing
Education
Boston University 2003 — 2007
Bachelor's degree, Communication, Advertising, Cum Laude
Heidi Sargent's Fidelity Investments Experience March 2008 - October 2012
Job Director of Development Services at Liberty Mutual Investments
Industry Financial Services
Experience
Liberty Mutual Investments October 2014 - Present
Natixis Global Asset Management December 2012 - October 2014
Fidelity Investments March 2008 - October 2012
Dunkin' Brands 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1998 - 1999
Brown Brothers Harriman December 1997 - December 1998
State Street Bank July 1991 - December 1997
Skills
Leadership, Product Management, Program Management, Performance Management, Technical Staff..., Team Building, Relationship Management, IT Strategy, Business Communications, Web Project Management, Analytical Skills, Operations Management, Problem Management, Collaboration, Vendor Management, SDLC, Online Collaboration, Technical Liaison, Project Management, Instructional Design, Cross-team Collaboration, Direct Client..., Learning Management, Management
Education
University of Massachusetts Dartmouth
Bachelors of Science (B.S.), (1) Management and (2) Information Systems
Boston University
Certificate, Project Management
Liberty Mutual Investments October 2014 - Present
Natixis Global Asset Management December 2012 - October 2014
Fidelity Investments March 2008 - October 2012
Dunkin' Brands 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1998 - 1999
Brown Brothers Harriman December 1997 - December 1998
State Street Bank July 1991 - December 1997
Skills
Leadership, Product Management, Program Management, Performance Management, Technical Staff..., Team Building, Relationship Management, IT Strategy, Business Communications, Web Project Management, Analytical Skills, Operations Management, Problem Management, Collaboration, Vendor Management, SDLC, Online Collaboration, Technical Liaison, Project Management, Instructional Design, Cross-team Collaboration, Direct Client..., Learning Management, Management
Education
University of Massachusetts Dartmouth
Bachelors of Science (B.S.), (1) Management and (2) Information Systems
Boston University
Certificate, Project Management
John Tirone's Fidelity Investments Experience December 1993 - December 2002
Job Information Architect at State Street
Industry Information Technology and Services
Experience
State Street December 2002 - Present
self 2012 - 2012
Fidelity Investments December 1993 - December 2002
System Resources Corporation 1990 - 1993
Sumaria Systems 1989 - 1990
Infotec 1987 - 1989
Skills
Application Architecture, Websphere, Enterprise Architecture, Weblogic, Agile Methodologies, Java, JavaScript, CSS, Flash, Flex, Oracle, SOA, XML
Education
Boston University 1990 — 1994
Master's degree, Computer Science
University of Massachusetts Dartmouth 1983 — 1987
Bachelor's degree, Computer Science
State Street December 2002 - Present
self 2012 - 2012
Fidelity Investments December 1993 - December 2002
System Resources Corporation 1990 - 1993
Sumaria Systems 1989 - 1990
Infotec 1987 - 1989
Skills
Application Architecture, Websphere, Enterprise Architecture, Weblogic, Agile Methodologies, Java, JavaScript, CSS, Flash, Flex, Oracle, SOA, XML
Education
Boston University 1990 — 1994
Master's degree, Computer Science
University of Massachusetts Dartmouth 1983 — 1987
Bachelor's degree, Computer Science
John (Jay) Donnelly's Fidelity Investments Experience January 1996 - December 2002
Job Instructor at Boston University Corporate Education Center
Industry Telecommunications
Experience
FAIRPOINT COMMUNICATIONS, INC January 2008 - Present
Boston University Corporate Education Center January 2003 - Present
Boston University January 2003 - Present
Verizon November 2003 - June 2008
Fidelity Investments January 1996 - December 2002
NYNEX January 1992 - January 1995
New England Telephone Co. January 1978 - January 1995
Buildings and Real Estate January 1989 - January 1992
United States January 1987 - January 1989
Buildings & Real Estate January 1985 - January 1987
Education
Boston University
Certificate of Special Studies; Bachelor of Science, Administration & Management; Civil Engineering
Harvard University - School of Continuing Education 1982 — 1983
Graduate Certificate, Business Administration and Management
University of Massachusetts Dartmouth 1967 — 1971
Bachelor of Science, Civil Engineering
FAIRPOINT COMMUNICATIONS, INC January 2008 - Present
Boston University Corporate Education Center January 2003 - Present
Boston University January 2003 - Present
Verizon November 2003 - June 2008
Fidelity Investments January 1996 - December 2002
NYNEX January 1992 - January 1995
New England Telephone Co. January 1978 - January 1995
Buildings and Real Estate January 1989 - January 1992
United States January 1987 - January 1989
Buildings & Real Estate January 1985 - January 1987
Education
Boston University
Certificate of Special Studies; Bachelor of Science, Administration & Management; Civil Engineering
Harvard University - School of Continuing Education 1982 — 1983
Graduate Certificate, Business Administration and Management
University of Massachusetts Dartmouth 1967 — 1971
Bachelor of Science, Civil Engineering
Joe Easley's Fidelity Investments Experience April 2010 - Present
Job Vice President at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments April 2010 - Present
Fidelity Investments October 1998 - April 2010
Liberty Mutual Insurance 1994 - 1998
transamerica insurance finance 1990 - 1994
Education
Niagara University 1984 — 1989
BS, Computer Information Systems
Boston University
MS, Management Information Systems
Fidelity Investments April 2010 - Present
Fidelity Investments October 1998 - April 2010
Liberty Mutual Insurance 1994 - 1998
transamerica insurance finance 1990 - 1994
Education
Niagara University 1984 — 1989
BS, Computer Information Systems
Boston University
MS, Management Information Systems
Janet Addis's Fidelity Investments Experience 2004 - Present
Job Strategic Communications Professional
Industry Writing and Editing
Experience
Fidelity Investments 2004 - Present
Trinity Church 2000 - 2004
Fidelity Investments 1997 - 1998
Boston University 1990 - 1995
Vanderbilt University 1980 - 1989
Education
Boston University 1994 — 1995
Master of Sacred Theology, Pastoral Psychology
Boston University - School of Theology 1990 — 1994
Master of Theological Studies, Philosophy, ethics and religiion
Vanderbilt University 1976 — 1980
Bachelor of Arts (B.A.), Classical Studies
Fidelity Investments 2004 - Present
Trinity Church 2000 - 2004
Fidelity Investments 1997 - 1998
Boston University 1990 - 1995
Vanderbilt University 1980 - 1989
Education
Boston University 1994 — 1995
Master of Sacred Theology, Pastoral Psychology
Boston University - School of Theology 1990 — 1994
Master of Theological Studies, Philosophy, ethics and religiion
Vanderbilt University 1976 — 1980
Bachelor of Arts (B.A.), Classical Studies
Jennifer Theriault's Fidelity Investments Experience October 2007 - June 2010
Job School Social Worker at Groton Public Schools
Industry Mental Health Care
Experience
Groton Public Schools July 2015 - Present
Specialized Education Services Inc (SESI) August 2014 - June 2015
Central Maine Learning Center July 2012 - August 2014
Central Maine Learning Center August 2011 - July 2012
Midcoast Maine Community Action August 2010 - May 2011
Fidelity Investments October 2007 - June 2010
Robert Half International January 2006 - October 2007
Skills
Psychology, School Social Work, Child Mental Health, Mental Health Counseling, Cpr Certified, Behavioral Health, Program Development, Community Outreach, Social Services, Adolescents
Education
University of Southern Maine 2010 — 2012
Master's, Social Work
University of Maryland University College 2000 — 2003
BS, Psychology
Boston University 1996 — 1998
Groton Public Schools July 2015 - Present
Specialized Education Services Inc (SESI) August 2014 - June 2015
Central Maine Learning Center July 2012 - August 2014
Central Maine Learning Center August 2011 - July 2012
Midcoast Maine Community Action August 2010 - May 2011
Fidelity Investments October 2007 - June 2010
Robert Half International January 2006 - October 2007
Skills
Psychology, School Social Work, Child Mental Health, Mental Health Counseling, Cpr Certified, Behavioral Health, Program Development, Community Outreach, Social Services, Adolescents
Education
University of Southern Maine 2010 — 2012
Master's, Social Work
University of Maryland University College 2000 — 2003
BS, Psychology
Boston University 1996 — 1998
Josh Britton's Fidelity Investments Experience April 2012 - Present
Job Senior Marketing Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments July 2010 - April 2012
Fidelity Investments 2009 - 2010
Skills
Series 7, Business Strategy, Finance, Mutual Funds, Financial Services, Marketing, Analysis, Investments, Wealth Management, Financial Modeling, Asset Allocation, Microsoft Excel, Access Database, Networking, Relationship Management, Client Development, Business Process..., Reporting & Analysis, Management, Leadership, Series 63, Strategy, Retirement Planning
Education
Boston University 2014 — 2015
Financial Planning and Services
Bryant University 2011 — 2013
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Business Administration: Management
Fidelity Investments April 2012 - Present
Fidelity Investments July 2010 - April 2012
Fidelity Investments 2009 - 2010
Skills
Series 7, Business Strategy, Finance, Mutual Funds, Financial Services, Marketing, Analysis, Investments, Wealth Management, Financial Modeling, Asset Allocation, Microsoft Excel, Access Database, Networking, Relationship Management, Client Development, Business Process..., Reporting & Analysis, Management, Leadership, Series 63, Strategy, Retirement Planning
Education
Boston University 2014 — 2015
Financial Planning and Services
Bryant University 2011 — 2013
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Business Administration: Management
Jeffrey Ames's Fidelity Investments Experience May 2006 - November 2008
Job This is an old account. please see the other one for job offers or inquiries
Industry Information Technology and Services
Experience
CSC March 2012 - Present
Tufts University August 2011 - February 2012
Omgeo January 2011 - July 2011
Premier Properties 1995 - 2011
NETEZZA September 2010 - December 2010
Citizens Bank June 2010 - December 2010
Marsh December 2008 - May 2010
Fidelity Investments May 2006 - November 2008
Verizon February 1985 - March 2006
Education
Boston University 2003 — 2003
Wentworth Institute of Technology 1982 — 1987
BS CS, Computer Science
CSC March 2012 - Present
Tufts University August 2011 - February 2012
Omgeo January 2011 - July 2011
Premier Properties 1995 - 2011
NETEZZA September 2010 - December 2010
Citizens Bank June 2010 - December 2010
Marsh December 2008 - May 2010
Fidelity Investments May 2006 - November 2008
Verizon February 1985 - March 2006
Education
Boston University 2003 — 2003
Wentworth Institute of Technology 1982 — 1987
BS CS, Computer Science
Jason B. Shaw, CFP®'s Fidelity Investments Experience December 2003 - Present
Job VP, Senior Account Executive
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
Fidelity Investments January 2011 - February 2014
Skills
Retirement Planning, Investments, Series 63, Strategic Financial..., Series 7, Estate Planning, Risk Management, Insurance, Financial Services, Mutual Funds, Series 65, Fixed Annuities, Wealth Management, Certified Financial..., Financial Planning, Asset Allocation, Cash Management, Equities, ETFs, Fixed Income, Portfolio Management, Series 9/10, Series 99
Education
Boston University 2001 — 2003
MS, Finance
University of Massachusetts, Amherst 1996 — 1999
Bachelors, Finance
Fidelity Investments December 2003 - Present
Fidelity Investments January 2011 - February 2014
Skills
Retirement Planning, Investments, Series 63, Strategic Financial..., Series 7, Estate Planning, Risk Management, Insurance, Financial Services, Mutual Funds, Series 65, Fixed Annuities, Wealth Management, Certified Financial..., Financial Planning, Asset Allocation, Cash Management, Equities, ETFs, Fixed Income, Portfolio Management, Series 9/10, Series 99
Education
Boston University 2001 — 2003
MS, Finance
University of Massachusetts, Amherst 1996 — 1999
Bachelors, Finance
Juan landaverde's Fidelity Investments Experience January 2015 - Present
Job Senior System Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - December 2014
Fidelity Investments July 2011 - July 2013
Fidelity Investments June 2010 - August 2010
Skills
Java, Agile Methodologies, Unix, Data Analysis, SQL, Python, Siteminder, SSO, SAML 2.0, Business Analysis, Systems Engineering, OAuth, Identity Federation, Federated Identity..., Identity Management, Visio
Education
Boston University 2013 — 2016
Master of Science (M.S.), Computer Science
Centre College 2008 — 2011
Bachelor's degree, Computer Science
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - December 2014
Fidelity Investments July 2011 - July 2013
Fidelity Investments June 2010 - August 2010
Skills
Java, Agile Methodologies, Unix, Data Analysis, SQL, Python, Siteminder, SSO, SAML 2.0, Business Analysis, Systems Engineering, OAuth, Identity Federation, Federated Identity..., Identity Management, Visio
Education
Boston University 2013 — 2016
Master of Science (M.S.), Computer Science
Centre College 2008 — 2011
Bachelor's degree, Computer Science
Jessica Taylor, CPA's Fidelity Investments Experience July 2013 - Present
Job Accounting Manager
Industry Accounting
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments October 2010 - July 2013
PricewaterhouseCoopers September 2007 - October 2010
Education
Boston University 2003 — 2007
BS, Accounting
Boston University Questrom School of Business 2003 — 2007
BS, Accounting
Fidelity Investments July 2013 - Present
Fidelity Investments October 2010 - July 2013
PricewaterhouseCoopers September 2007 - October 2010
Education
Boston University 2003 — 2007
BS, Accounting
Boston University Questrom School of Business 2003 — 2007
BS, Accounting
John Spalvins's Fidelity Investments Experience December 1998 - June 2000
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
State Street November 2008 - March 2009
State Street April 2005 - November 2008
State Street December 2002 - March 2005
State Street July 2000 - November 2002
Fidelity Investments December 1998 - June 2000
Fidelity Investments February 1997 - November 1998
Merrill Lynch May 1996 - August 1996
Skills
Business Analysis, Business Requirements, IBM Rational Tools, Requirements Gathering, Mutual Funds, Accounting, Process Improvement, Risk Management, Access, Financial Analysis, SDLC, Fund Accounting
Education
Boston University 1992 — 1997
Bachelor’s of Science, Economics
Boston University Questrom School of Business 1995 — 1997
Business Administration - Minor, Financial Analysis
State Street November 2008 - March 2009
State Street April 2005 - November 2008
State Street December 2002 - March 2005
State Street July 2000 - November 2002
Fidelity Investments December 1998 - June 2000
Fidelity Investments February 1997 - November 1998
Merrill Lynch May 1996 - August 1996
Skills
Business Analysis, Business Requirements, IBM Rational Tools, Requirements Gathering, Mutual Funds, Accounting, Process Improvement, Risk Management, Access, Financial Analysis, SDLC, Fund Accounting
Education
Boston University 1992 — 1997
Bachelor’s of Science, Economics
Boston University Questrom School of Business 1995 — 1997
Business Administration - Minor, Financial Analysis
Henry Ortiz's Fidelity Investments Experience September 2004 - Present
Job Director, Marketing Effectiveness at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2004 - Present
Skills
Strategy, Financial Services
Education
Boston University - School of Management 2013 — 2016
Master of Business Administration (MBA)
Boston University 2000 — 2004
BSBA, Finance and International Management
Fidelity Investments September 2004 - Present
Skills
Strategy, Financial Services
Education
Boston University - School of Management 2013 — 2016
Master of Business Administration (MBA)
Boston University 2000 — 2004
BSBA, Finance and International Management
JoAnn Freeley's Fidelity Investments Experience 1988 - 1993
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1988 - 1993
Education
Boston University 1984 — 1988
BSBA
Fidelity Investments 1988 - 1993
Education
Boston University 1984 — 1988
BSBA
Janine Cournoyer's Fidelity Investments Experience 2000 - 2005
Job Account Manager Creative Agency at John Hancock Retirement Plan Services
Industry Marketing and Advertising
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York LIfe Retirement Plan Services April 2013 - April 2015
Veritude 2006 - 2010
Fidelity Investments 2000 - 2005
United Solutions, Inc. 1996 - 2000
Skills
Adobe Acrobat, Marketing Communications, Direct Mail, Advertising, Editing, Documentum, SmartPath, Sales Logix, ACT!, Microsoft Office, SharePoint, Strategic Communications, Corporate Communications, Direct Marketing, Public Relations, Management, Internal Communications
Education
Boston University
MS, Mass Communication
Worcester State College
BA, English
John Hancock Retirement Plan Services April 2015 - Present
New York LIfe Retirement Plan Services April 2013 - April 2015
Veritude 2006 - 2010
Fidelity Investments 2000 - 2005
United Solutions, Inc. 1996 - 2000
Skills
Adobe Acrobat, Marketing Communications, Direct Mail, Advertising, Editing, Documentum, SmartPath, Sales Logix, ACT!, Microsoft Office, SharePoint, Strategic Communications, Corporate Communications, Direct Marketing, Public Relations, Management, Internal Communications
Education
Boston University
MS, Mass Communication
Worcester State College
BA, English
Jonathan (RISKOVRST) Davis's Fidelity Investments Experience November 2011 - Present
Job Command Center Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments December 2007 - November 2011
Skills
Mutual Funds, Investments, Series 7, Financial Services, Equities, Series 63, Retirement Planning, Business Analysis, Portfolio Management, SDLC, Fixed Income, Financial Analysis, Wealth Management, Securities, Risk Management, Retirement, Asset Management, Strategic Financial..., Financial Modeling, Vendor Management
Education
Boston University 2010 — 2013
Master's degree, Criminal Justice
Plymouth State University 2003 — 2007
Bachelor's degree, Criminal Justice
Fidelity Investments November 2011 - Present
Fidelity Investments December 2007 - November 2011
Skills
Mutual Funds, Investments, Series 7, Financial Services, Equities, Series 63, Retirement Planning, Business Analysis, Portfolio Management, SDLC, Fixed Income, Financial Analysis, Wealth Management, Securities, Risk Management, Retirement, Asset Management, Strategic Financial..., Financial Modeling, Vendor Management
Education
Boston University 2010 — 2013
Master's degree, Criminal Justice
Plymouth State University 2003 — 2007
Bachelor's degree, Criminal Justice
Harry Delaney, CFP®'s Fidelity Investments Experience November 2013 - May 2015
Job Workplace Planning Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - May 2015
Fidelity Investments November 2004 - November 2013
Scottrade October 2003 - November 2004
TD Waterhouse August 2001 - September 2002
Fidelity Investments January 2000 - July 2001
Education
Boston University 2012 — 2012
Certificate Program, Certified Financial Planner Program
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science
Fidelity Investments November 2013 - May 2015
Fidelity Investments November 2004 - November 2013
Scottrade October 2003 - November 2004
TD Waterhouse August 2001 - September 2002
Fidelity Investments January 2000 - July 2001
Education
Boston University 2012 — 2012
Certificate Program, Certified Financial Planner Program
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science
Judith Kasameyer's Fidelity Investments Experience 2001 - 2008
Job Project Manager
Industry Financial Services
Experience
BNYMellon.com February 2011 - August 2012
State Street January 2010 - January 2011
TDBank January 2009 - October 2009
Axis Technology, LLC October 2008 - October 2009
Fidelity Investments 2001 - 2008
Skills
Wealth Management, Retirement, Capital Markets, Alternative Investments, Relationship Management, Hyperion Enterprise, Microsoft Project expert, Data Analysis
Education
Simmons School of Management 1992 — 1993
Master of Business Administration (MBA), Finance, General
Wharton Business School
Finance, General
Boston University
Bachelor of Arts (B.A.), Psychology, 3.6
Northeastern University
Master of Education (MEd), Counselor Education/School Counseling and Guidance Services
BNYMellon.com February 2011 - August 2012
State Street January 2010 - January 2011
TDBank January 2009 - October 2009
Axis Technology, LLC October 2008 - October 2009
Fidelity Investments 2001 - 2008
Skills
Wealth Management, Retirement, Capital Markets, Alternative Investments, Relationship Management, Hyperion Enterprise, Microsoft Project expert, Data Analysis
Education
Simmons School of Management 1992 — 1993
Master of Business Administration (MBA), Finance, General
Wharton Business School
Finance, General
Boston University
Bachelor of Arts (B.A.), Psychology, 3.6
Northeastern University
Master of Education (MEd), Counselor Education/School Counseling and Guidance Services
Joseph Gerardi's Fidelity Investments Experience January 2009 - January 2013
Job Technical Support Lead at FEDERAL RESERVE BANK OF BOSTON
Industry Banking
Experience
Federal Reserve Bank of Boston September 2013 - Present
Fidelity Investments January 2009 - January 2013
Fidelity Investments January 2004 - January 2009
Fidelity Investments January 1999 - January 2004
Clinical Networx January 1995 - January 1999
Raytheon Company April 1982 - March 1995
Skills
Databases, Quality Assurance, Business Analysis, Agile Methodologies, Integration, Oracle
Education
Boston University
Master of Science, Financial Economics
Fitchburg State University
Bachelor of Science, Engineering Management
Boston University, Corporate Education Center
Associated Technical Institute
Federal Reserve Bank of Boston September 2013 - Present
Fidelity Investments January 2009 - January 2013
Fidelity Investments January 2004 - January 2009
Fidelity Investments January 1999 - January 2004
Clinical Networx January 1995 - January 1999
Raytheon Company April 1982 - March 1995
Skills
Databases, Quality Assurance, Business Analysis, Agile Methodologies, Integration, Oracle
Education
Boston University
Master of Science, Financial Economics
Fitchburg State University
Bachelor of Science, Engineering Management
Boston University, Corporate Education Center
Associated Technical Institute
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank