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
Mohammad Reza Mohammad Reza's Fidelity Investments Experience March 2008 - May 2008
Job Foreign Desk at PT. BNI Securities
Industry Financial Services
Experience
PT. BNI Securities February 2010 - Present
PT. Rimau Indonesia March 2009 - January 2010
Direct Investing September 2008 - December 2008
Massachusetts Institute of Technology (MIT) June 2008 - July 2008
Fidelity Investments March 2008 - May 2008
State Street November 2007 - March 2008
Boston University-Computer Science Department May 2007 - September 2007
Boston University September 2006 - September 2007
All Star Staffing October 2004 - April 2005
Skills
Financial Modeling, Analysis, Data Analysis, PowerPoint, Accounting, Valuation
Education
Boston University 2006 — 2007
Master of Science (MSc), Financial Economics and Innovation and Technology
Boston University 2006 — 2007
M.S, Financial Economics and Innovation Technology
1997 — 2001
BA, Economics-Accounting
Trisakti University
B.S, Economics; Accounting
PT. BNI Securities February 2010 - Present
PT. Rimau Indonesia March 2009 - January 2010
Direct Investing September 2008 - December 2008
Massachusetts Institute of Technology (MIT) June 2008 - July 2008
Fidelity Investments March 2008 - May 2008
State Street November 2007 - March 2008
Boston University-Computer Science Department May 2007 - September 2007
Boston University September 2006 - September 2007
All Star Staffing October 2004 - April 2005
Skills
Financial Modeling, Analysis, Data Analysis, PowerPoint, Accounting, Valuation
Education
Boston University 2006 — 2007
Master of Science (MSc), Financial Economics and Innovation and Technology
Boston University 2006 — 2007
M.S, Financial Economics and Innovation Technology
1997 — 2001
BA, Economics-Accounting
Trisakti University
B.S, Economics; Accounting
Kristin Eckelkamp Kristin Eckelkamp's Fidelity Investments Experience February 2001 - October 2004
Job
Industry Computer Software
Experience
BMC Software May 2005 - Present
Gillette Company November 2004 - May 2005
Fidelity Investments February 2001 - October 2004
Genuity, Inc. May 2000 - February 2001
Fidelity Investments August 1994 - June 1999
Skills
Workforce Planning, Talent Management, Change Management, Succession Planning, Talent Acquisition, Performance Management, Employee Engagement, Employee Relations, HR Consulting
Education
Cornell University 2007 — 2008
Boston University 1990 — 1994
BS
Wells High School
BMC Software May 2005 - Present
Gillette Company November 2004 - May 2005
Fidelity Investments February 2001 - October 2004
Genuity, Inc. May 2000 - February 2001
Fidelity Investments August 1994 - June 1999
Skills
Workforce Planning, Talent Management, Change Management, Succession Planning, Talent Acquisition, Performance Management, Employee Engagement, Employee Relations, HR Consulting
Education
Cornell University 2007 — 2008
Boston University 1990 — 1994
BS
Wells High School
Kristi Walsh Kristi Walsh's Fidelity Investments Experience March 2005 - September 2008
Job Market Data Consultant
Industry Financial Services
Experience
DTCC September 2008 - Present
Fidelity Investments March 2005 - September 2008
Greater Boston Area Employee Benefits Broker October 2003 - August 2005
Fidelity Investments March 2001 - August 2003
Syndicated Services March 1998 - March 2001
John Hancock Financial Services November 1994 - March 1998
Skills
Relationship Management, Life Insurance, Fixed Annuities, Variable Annuities, Voluntary Employee..., Employee Benefits, Strategic Negotiations, Leadership, Consultants, Market Data, Corporate Actions, Website Marketing, Insurance Product..., Licensed Life & Health..., Team Leadership, Global Relationship..., Insurance, Brokers, CRM, Sales, Strategy, Strategic Partnerships, Vendor Management, Reference Data, Business Development, Business Requirements, Product Development
Education
Northeastern University - Graduate School of Business Administration
Boston University
International Relations, Economics
AHS
DTCC September 2008 - Present
Fidelity Investments March 2005 - September 2008
Greater Boston Area Employee Benefits Broker October 2003 - August 2005
Fidelity Investments March 2001 - August 2003
Syndicated Services March 1998 - March 2001
John Hancock Financial Services November 1994 - March 1998
Skills
Relationship Management, Life Insurance, Fixed Annuities, Variable Annuities, Voluntary Employee..., Employee Benefits, Strategic Negotiations, Leadership, Consultants, Market Data, Corporate Actions, Website Marketing, Insurance Product..., Licensed Life & Health..., Team Leadership, Global Relationship..., Insurance, Brokers, CRM, Sales, Strategy, Strategic Partnerships, Vendor Management, Reference Data, Business Development, Business Requirements, Product Development
Education
Northeastern University - Graduate School of Business Administration
Boston University
International Relations, Economics
AHS
Mike Capuzzi Mike Capuzzi's Fidelity Investments Experience September 2015 - Present
Job Operations and Services Associate, Firm Funding at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Delaware Investments May 2014 - August 2014
Delaware Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Data Analysis, Data Entry, Public Speaking, Presentation Skills, Social Networking, Teamwork, Research, Customer Service, Social Media, Financial Analysis, Leadership
Education
Boston University 2011 — 2015
Bachelor's Degree, Finance, General
Fidelity Investments September 2015 - Present
Delaware Investments May 2014 - August 2014
Delaware Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Data Analysis, Data Entry, Public Speaking, Presentation Skills, Social Networking, Teamwork, Research, Customer Service, Social Media, Financial Analysis, Leadership
Education
Boston University 2011 — 2015
Bachelor's Degree, Finance, General
Marcus McGraw, CFP Marcus McGraw, CFP's Fidelity Investments Experience December 2012 - Present
Job Investment Professional
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments July 2010 - Present
Fidelity Investments July 2003 - June 2010
Fidelity Investments 2001 - 2003
Fidelity Investments July 1998 - 2001
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Mutual Funds, Financial Services, Asset Management, Equities, Series 7, Financial Analysis, Retirement Planning
Education
Boston University 1999 — 2001
Financial Planning
The College of Wooster 1989 — 1994
English
D'Amore-McKim School of Business at Northeastern University
MS Finance
Fidelity Investments December 2012 - Present
Fidelity Investments July 2010 - Present
Fidelity Investments July 2003 - June 2010
Fidelity Investments 2001 - 2003
Fidelity Investments July 1998 - 2001
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Mutual Funds, Financial Services, Asset Management, Equities, Series 7, Financial Analysis, Retirement Planning
Education
Boston University 1999 — 2001
Financial Planning
The College of Wooster 1989 — 1994
English
D'Amore-McKim School of Business at Northeastern University
MS Finance
Kristin Salerno Kristin Salerno's Fidelity Investments Experience 2006 - 2008
Job Senior Manager, North America & Europe Team Lead, Learning & Organizational Development at Sapient
Industry Human Resources
Experience
Sapient November 2014 - Present
Thermo Fisher Scientific July 2013 - 2014
Starbucks August 2011 - February 2013
LeaderiD June 2008 - October 2012
Nike EMEA January 2010 - August 2011
Fidelity Investments 2006 - 2008
Starbucks Coffee Company 2005 - 2006
Group Health Cooperative 2003 - 2005
Avanade 2000 - 2001
Skills
Talent Management, Leadership Development, Org Development, Succession Planning, Coaching, Strategic Planning, Operations Management, Change Management, Employee Relations, Human Resources, Interviews, Leadership, Management, Onboarding, Organizational..., Performance Management, Recruiting, Strategy, Talent Acquisition, Team Leadership, Training
Education
Boston University 2002 — 2003
Master
University of Nevada-Reno 1993 — 1996
B.A.
Churchill
Sapient November 2014 - Present
Thermo Fisher Scientific July 2013 - 2014
Starbucks August 2011 - February 2013
LeaderiD June 2008 - October 2012
Nike EMEA January 2010 - August 2011
Fidelity Investments 2006 - 2008
Starbucks Coffee Company 2005 - 2006
Group Health Cooperative 2003 - 2005
Avanade 2000 - 2001
Skills
Talent Management, Leadership Development, Org Development, Succession Planning, Coaching, Strategic Planning, Operations Management, Change Management, Employee Relations, Human Resources, Interviews, Leadership, Management, Onboarding, Organizational..., Performance Management, Recruiting, Strategy, Talent Acquisition, Team Leadership, Training
Education
Boston University 2002 — 2003
Master
University of Nevada-Reno 1993 — 1996
B.A.
Churchill
Kimberly Northup Raspallo's Fidelity Investments Experience April 2012 - November 2013
Job Human Resources Business Partner at MetLife
Industry Human Resources
Experience
MetLife August 2014 - Present
Fidelity Investments April 2012 - November 2013
Blue Cross Blue Shield of Rhode Island May 2005 - April 2012
Blue Cross Blue Shield of Rhode Island May 2009 - February 2011
Blue Cross Blue Shield of Rhode Island May 2007 - May 2009
Blue Cross Blue Shield of Rhode Island May 2006 - May 2007
Blue Cross Blue Shield of Rhode Island March 2006 - August 2006
Blue Cross Blue Shield of Rhode Island May 2005 - May 2006
Training By Design (currently "Ignite) October 2000 - April 2005
LesConcierges at Fidelity Investments 1999 - 2000
Skills
Talent Management, Succession Planning, Leadership Development, Leadership, Performance Management, Change Management, Training, Employee Training, Employee Benefits, Coaching, Onboarding, Recruiting, Workforce Planning, Employee Relations, Talent Acquisition, Strategy, Organizational..., Career Development, Team Building, Human Resources, Interviews, Process Improvement, Management, Program Management
Education
Boston University
BA, Psychology
Boston University
Masters in Social Work, Social Work
MetLife August 2014 - Present
Fidelity Investments April 2012 - November 2013
Blue Cross Blue Shield of Rhode Island May 2005 - April 2012
Blue Cross Blue Shield of Rhode Island May 2009 - February 2011
Blue Cross Blue Shield of Rhode Island May 2007 - May 2009
Blue Cross Blue Shield of Rhode Island May 2006 - May 2007
Blue Cross Blue Shield of Rhode Island March 2006 - August 2006
Blue Cross Blue Shield of Rhode Island May 2005 - May 2006
Training By Design (currently "Ignite) October 2000 - April 2005
LesConcierges at Fidelity Investments 1999 - 2000
Skills
Talent Management, Succession Planning, Leadership Development, Leadership, Performance Management, Change Management, Training, Employee Training, Employee Benefits, Coaching, Onboarding, Recruiting, Workforce Planning, Employee Relations, Talent Acquisition, Strategy, Organizational..., Career Development, Team Building, Human Resources, Interviews, Process Improvement, Management, Program Management
Education
Boston University
BA, Psychology
Boston University
Masters in Social Work, Social Work
Matthew Piatetsky's Fidelity Investments Experience May 2012 - August 2012
Job Software Engineer at Kyruus
Industry Higher Education
Experience
Kyruus June 2014 - Present
Boston University September 2010 - May 2014
Palantir Technologies May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Argopoint LLC April 2012 - May 2012
Truelight Energy November 2011 - April 2012
Boston University Finance and Investment Club September 2011 - March 2012
KDnuggets September 2006 - April 2010
Studio of Engaging Learning September 2006 - May 2008
Skills
Java, Python, Unix, HTML, Microsoft Excel, Databases, Software Engineering, CSS, SQL, Data Mining, Programming, Computer Science
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science, 3.9
Brookline High School 2006 — 2010
Harvard University Secondary School Program Summer 2009 2009 — 2009
Kyruus June 2014 - Present
Boston University September 2010 - May 2014
Palantir Technologies May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Argopoint LLC April 2012 - May 2012
Truelight Energy November 2011 - April 2012
Boston University Finance and Investment Club September 2011 - March 2012
KDnuggets September 2006 - April 2010
Studio of Engaging Learning September 2006 - May 2008
Skills
Java, Python, Unix, HTML, Microsoft Excel, Databases, Software Engineering, CSS, SQL, Data Mining, Programming, Computer Science
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science, 3.9
Brookline High School 2006 — 2010
Harvard University Secondary School Program Summer 2009 2009 — 2009
Lynne Feiz's Fidelity Investments Experience September 1999 - April 2007
Job Vice President, Marketing & Retail Sales Officer at Millbury Savings Bank
Industry Banking
Experience
Millbury Savings Bank April 2007 - Present
Fidelity Investments September 1999 - April 2007
Fallon Community Health Plan June 1997 - September 1999
Paul Revere Insurance Group October 1995 - April 1997
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. May 1992 - October 1995
Skills
Marketing Strategy, Marketing Communications, Copywriting, Direct Marketing, Product Management, Vendor Relations, Public Relations, Corporate Communications, Internal Communications, Strategic Communications, Brand Development, Integrated Marketing, Online Marketing, Digital Marketing, Segmentation, Email Marketing
Education
Boston University 1986 — 1990
B.S., Journalism
Millbury Memorial High School 1982 — 1986
Millbury Savings Bank April 2007 - Present
Fidelity Investments September 1999 - April 2007
Fallon Community Health Plan June 1997 - September 1999
Paul Revere Insurance Group October 1995 - April 1997
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. May 1992 - October 1995
Skills
Marketing Strategy, Marketing Communications, Copywriting, Direct Marketing, Product Management, Vendor Relations, Public Relations, Corporate Communications, Internal Communications, Strategic Communications, Brand Development, Integrated Marketing, Online Marketing, Digital Marketing, Segmentation, Email Marketing
Education
Boston University 1986 — 1990
B.S., Journalism
Millbury Memorial High School 1982 — 1986
Katherine Anthony Katherine Anthony's Fidelity Investments Experience December 1996 - September 2011
Job Employee Benefits Administrator at PEARCE, BEVILL, LEESBURG, MOORE, P.C.
Industry Accounting
Experience
PEARCE, BEVILL, LEESBURG, MOORE, P.C. November 2002 - Present
Fidelity Investments December 1996 - September 2011
Skills
Pension Administration, 401k, ERISA, Employee Benefits, Retirement, Defined Benefit, Financial Reporting, Tax, Accounting, Pensions, Financial Analysis, Financial Accounting
Education
Boston University 1994 — 1997
Financial Planning Degree, Personal Financial Planning
University of Alabama 1984 — 1988
BA in Communications, Public Relations and Marketing
PEARCE, BEVILL, LEESBURG, MOORE, P.C. November 2002 - Present
Fidelity Investments December 1996 - September 2011
Skills
Pension Administration, 401k, ERISA, Employee Benefits, Retirement, Defined Benefit, Financial Reporting, Tax, Accounting, Pensions, Financial Analysis, Financial Accounting
Education
Boston University 1994 — 1997
Financial Planning Degree, Personal Financial Planning
University of Alabama 1984 — 1988
BA in Communications, Public Relations and Marketing
Kenza Berrada Kenza Berrada's Fidelity Investments Experience January 2007 - January 2009
Job 02125 chez Bank of America
Industry Banking
Experience
Bank of America January 2009 - Present
Fidelity Investments January 2007 - January 2009
TJX June 2006 - May 2007
Covidien July 2005 - July 2006
Education
Boston University 2001 — 2004
mba, corporate finance
Northeastern University 1996 — 1998
master of science, MIS
Bank of America January 2009 - Present
Fidelity Investments January 2007 - January 2009
TJX June 2006 - May 2007
Covidien July 2005 - July 2006
Education
Boston University 2001 — 2004
mba, corporate finance
Northeastern University 1996 — 1998
master of science, MIS
Michelle Kubat, PMP Michelle Kubat, PMP's Fidelity Investments Experience April 2005 - September 2010
Job
Industry Information Technology and Services
Experience
MFS Investment Management April 2013 - Present
Boston Financial Data Services September 2010 - March 2013
Fidelity Investments April 2005 - September 2010
Ceridian Corporation 2004 - 2005
ServiSense 1998 - 2002
Phoenix Corporate Services, LLC (Codman Corporate Services, Inc.), 1994 - 1997
Bank of Boston 1987 - 1994
Skills
SDLC, Customer Relations, Change Management, Documentation, Mentoring, Requirements Analysis, Vendor Management, Program Management, PMP, Business Analysis, Process Improvement, MS Project, Process Engineering, SharePoint, Compliance, Budgeting, Project Planning, Relationship Management, Project Management, Software Documentation, Risk Management, Data Analysis, Customer Service, Leadership, Access, PMO, Requirements Gathering, Resource Management, Business Process..., Budgets, Software Project..., Project Portfolio..., Business Process, Business Requirements, Quality Assurance, CRM, Visio, Systems Analysis, Integration, Business Intelligence, Agile Project Management, Information Technology, Agile Methodologies, IT Strategy, IT Management, Financial Services, Cross-functional Team..., Call Centers, User Acceptance Testing, Team Leadership
Education
Boston University 2009 — 2009
Certificate
Wentworth Institute of Technology 1983 — 1987
BS
MFS Investment Management April 2013 - Present
Boston Financial Data Services September 2010 - March 2013
Fidelity Investments April 2005 - September 2010
Ceridian Corporation 2004 - 2005
ServiSense 1998 - 2002
Phoenix Corporate Services, LLC (Codman Corporate Services, Inc.), 1994 - 1997
Bank of Boston 1987 - 1994
Skills
SDLC, Customer Relations, Change Management, Documentation, Mentoring, Requirements Analysis, Vendor Management, Program Management, PMP, Business Analysis, Process Improvement, MS Project, Process Engineering, SharePoint, Compliance, Budgeting, Project Planning, Relationship Management, Project Management, Software Documentation, Risk Management, Data Analysis, Customer Service, Leadership, Access, PMO, Requirements Gathering, Resource Management, Business Process..., Budgets, Software Project..., Project Portfolio..., Business Process, Business Requirements, Quality Assurance, CRM, Visio, Systems Analysis, Integration, Business Intelligence, Agile Project Management, Information Technology, Agile Methodologies, IT Strategy, IT Management, Financial Services, Cross-functional Team..., Call Centers, User Acceptance Testing, Team Leadership
Education
Boston University 2009 — 2009
Certificate
Wentworth Institute of Technology 1983 — 1987
BS
Linda Jaffe Linda Jaffe's Fidelity Investments Experience February 2011 - March 2012
Job Project assistant
Industry Financial Services
Experience
Faith Casler Associates, Inc. September 2013 - Present
Springwell March 2013 - Present
Workplace Strategies + Interior Design July 2010 - 2013
Fidelity Investments February 2011 - March 2012
Veritude, a Fidelity Investments Company 2004 - 2008
Liberty Financial Group 1994 - 2001
Skills
Software Documentation, SDLC, Business Analysis, Access, SQL, Requirements Analysis, SharePoint, Systems Analysis, Analysis, Requirements Gathering, Technical Support, Process Improvement, Microsoft Office, Databases
Education
Boston University
Bachelor of Arts (B.A.), English Language and Literature, General
Massachusetts College of Art
Ceramic Arts and Ceramics
UMass Boston
Gerontology
Washington University in St. Louis
Faith Casler Associates, Inc. September 2013 - Present
Springwell March 2013 - Present
Workplace Strategies + Interior Design July 2010 - 2013
Fidelity Investments February 2011 - March 2012
Veritude, a Fidelity Investments Company 2004 - 2008
Liberty Financial Group 1994 - 2001
Skills
Software Documentation, SDLC, Business Analysis, Access, SQL, Requirements Analysis, SharePoint, Systems Analysis, Analysis, Requirements Gathering, Technical Support, Process Improvement, Microsoft Office, Databases
Education
Boston University
Bachelor of Arts (B.A.), English Language and Literature, General
Massachusetts College of Art
Ceramic Arts and Ceramics
UMass Boston
Gerontology
Washington University in St. Louis
Keith Kenney's Fidelity Investments Experience December 2014 - Present
Job Senior Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments October 2012 - December 2014
Hilton Worldwide June 2011 - August 2011
PCH Hotels & Resorts October 2006 - July 2010
Skills
Budgets, Financial Modeling
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance
Boston University 2002 — 2006
Bachelor of Science, Hospitality Business Management
Fidelity Investments December 2014 - Present
Fidelity Investments October 2012 - December 2014
Hilton Worldwide June 2011 - August 2011
PCH Hotels & Resorts October 2006 - July 2010
Skills
Budgets, Financial Modeling
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance
Boston University 2002 — 2006
Bachelor of Science, Hospitality Business Management
Larry Mackin's Fidelity Investments Experience September 2012 - Present
Job Due Diligence Consultant at Fidelity Investments
Industry Security and Investigations
Experience
Fidelity Investments September 2012 - Present
UMass Boston, Edward J. Collins, Jr. Center for Public Management January 2012 - October 2012
St. Elizabeth's Medical Center January 2010 - January 2012
Norfolk County Sheriff's Department May 2011 - October 2011
James F. Stearns Company June 2009 - August 2009
Skills
Research, Conflict Resolution, Mediation, Microsoft Excel, Data Analysis, Strategic Planning, SPSS, Community Outreach, Team Building, French, Microsoft Office, Microsoft Word, Cpr Certified, Negotiation, Crisis Intervention, Healthcare, Lexis, Due Diligence, Background Checks
Education
University of Massachusetts Boston 2010 — 2012
Master's degree, Peace Studies and Conflict Resolution
Boston University
Bachelor of Arts Degree, International Relations; Economics and French
Fidelity Investments September 2012 - Present
UMass Boston, Edward J. Collins, Jr. Center for Public Management January 2012 - October 2012
St. Elizabeth's Medical Center January 2010 - January 2012
Norfolk County Sheriff's Department May 2011 - October 2011
James F. Stearns Company June 2009 - August 2009
Skills
Research, Conflict Resolution, Mediation, Microsoft Excel, Data Analysis, Strategic Planning, SPSS, Community Outreach, Team Building, French, Microsoft Office, Microsoft Word, Cpr Certified, Negotiation, Crisis Intervention, Healthcare, Lexis, Due Diligence, Background Checks
Education
University of Massachusetts Boston 2010 — 2012
Master's degree, Peace Studies and Conflict Resolution
Boston University
Bachelor of Arts Degree, International Relations; Economics and French
Mark McGillivray Mark McGillivray's Fidelity Investments Experience September 2015 - Present
Job Director of Strategic Initiatives at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
State Street Global Advisors January 2014 - August 2015
Fidelity Investments November 2006 - January 2014
Fidelity Investments July 1996 - November 2006
Bank of Boston June 1987 - July 1996
Skills
Product Management, Salesforce.com, Cloud Computing, Series 7, Program Management, Series 63, Customer Relations, Social Media, Email Marketing, Mobile Technology, Force.com, SaaS, Portfolio Management, New Business Development, Consultative Selling, Product Development, Competitive Analysis, Analytics, Agile, Business Strategy, Open Source Software, Agile Methodologies, Business Development, CRM, Enterprise Software, Technology Consulting, Vendor Management, Selling, Strategy, Financial Services, Start-ups, Strategic Partnerships, Business Analysis, Process Improvement, Business Intelligence, Cross-functional Team..., Mobile Devices, Customer Service, Relationship Management, Consulting, SDLC, Software Project..., Professional Services
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Business
Boston University 1998 — 1999
Certificate, Project Management
Fidelity Investments September 2015 - Present
State Street Global Advisors January 2014 - August 2015
Fidelity Investments November 2006 - January 2014
Fidelity Investments July 1996 - November 2006
Bank of Boston June 1987 - July 1996
Skills
Product Management, Salesforce.com, Cloud Computing, Series 7, Program Management, Series 63, Customer Relations, Social Media, Email Marketing, Mobile Technology, Force.com, SaaS, Portfolio Management, New Business Development, Consultative Selling, Product Development, Competitive Analysis, Analytics, Agile, Business Strategy, Open Source Software, Agile Methodologies, Business Development, CRM, Enterprise Software, Technology Consulting, Vendor Management, Selling, Strategy, Financial Services, Start-ups, Strategic Partnerships, Business Analysis, Process Improvement, Business Intelligence, Cross-functional Team..., Mobile Devices, Customer Service, Relationship Management, Consulting, SDLC, Software Project..., Professional Services
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Business
Boston University 1998 — 1999
Certificate, Project Management
Mimi Wan Mimi Wan's Fidelity Investments Experience January 2007 - March 2010
Job Experienced IT Program Manager in Healthcare and Financial Services
Industry Information Technology and Services
Experience
DaVita HealthCare Partners May 2015 - Present
Arcadia Solutions March 2010 - May 2015
Fidelity Investments January 2007 - March 2010
Wolters Kluwer June 2006 - January 2007
Omgeo LLC April 2003 - March 2006
Workscape August 2001 - April 2003
BU Corp Edu 2001 - 2001
Razorfish 2000 - 2001
Massachusetts General Hospital 1994 - 2000
Skills
Program Management, Project Management, Business Analysis, Management, SDLC, Vendor Management, Integration, Process Improvement, Requirements Analysis, Business Intelligence, Software Project...
Education
Boston University 1987 — 2000
MA-PhD, Anthropology
University of California, Irvine 1982 — 1986
BA, Anthropology, Statistics
Edison High School 1978 — 1982
Edison High School 1978 — 1982
DaVita HealthCare Partners May 2015 - Present
Arcadia Solutions March 2010 - May 2015
Fidelity Investments January 2007 - March 2010
Wolters Kluwer June 2006 - January 2007
Omgeo LLC April 2003 - March 2006
Workscape August 2001 - April 2003
BU Corp Edu 2001 - 2001
Razorfish 2000 - 2001
Massachusetts General Hospital 1994 - 2000
Skills
Program Management, Project Management, Business Analysis, Management, SDLC, Vendor Management, Integration, Process Improvement, Requirements Analysis, Business Intelligence, Software Project...
Education
Boston University 1987 — 2000
MA-PhD, Anthropology
University of California, Irvine 1982 — 1986
BA, Anthropology, Statistics
Edison High School 1978 — 1982
Edison High School 1978 — 1982
Kerry Keaveney's Fidelity Investments Experience August 2013 - August 2014
Job Special Projects Assistant at WGBH
Industry Marketing and Advertising
Experience
WGBH November 2014 - Present
Brookline Recreation Department September 2013 - Present
Fidelity Investments August 2013 - August 2014
New England Patriots January 2013 - May 2013
New England Patriots May 2012 - January 2013
Brookline Police May 2009 - September 2012
Skills
Marketing, Sports Marketing, Sponsorship, Sports Management, Event Management, Sports, Social Networking, Market Research, Management
Education
Boston University 2009 — 2013
Bachelor of Science in Business Administration, Marketing
Brookline High School 2005 — 2009
High School
WGBH November 2014 - Present
Brookline Recreation Department September 2013 - Present
Fidelity Investments August 2013 - August 2014
New England Patriots January 2013 - May 2013
New England Patriots May 2012 - January 2013
Brookline Police May 2009 - September 2012
Skills
Marketing, Sports Marketing, Sponsorship, Sports Management, Event Management, Sports, Social Networking, Market Research, Management
Education
Boston University 2009 — 2013
Bachelor of Science in Business Administration, Marketing
Brookline High School 2005 — 2009
High School
Kenny Mui's Fidelity Investments Experience January 2005 - May 2005
Job Senior Vice President NAM Regional Head of AML Discovery Analytics Program
Industry Financial Services
Experience
Citi January 2014 - Present
Citigroup January 2011 - December 2013
Ernst & Young June 2009 - January 2011
PayPal August 2010 - December 2010
Goldman Sachs June 2009 - July 2010
Norkom Technologies April 2008 - June 2009
Deutsche Bank June 2008 - May 2009
American Express April 2008 - June 2008
Bank of America June 2005 - March 2008
Fidelity Investments January 2005 - May 2005
Skills
SQL Server, Microstrategy, Tableau, Cognos, Teradata, Norkom, Spotfire, MANTAS, Cantonese, SQL, Oracle, AML, Financial Reporting, Business Analysis, Business Intelligence, Financial Intelligence, Forensic Analysis, Data Mining, Project Management, Visio, Perl, Java, Microsoft Excel, Microsoft Access, Microsoft SQL Server, ETL, Analytics, Integration, Databases, Risk Management, Financial Risk, Analysis, Banking, Financial Services, KYC, User Acceptance Testing, Mantas, SDLC, Business Requirements, Access, Fraud, Quality Assurance, Operational Risk, MicroStrategy, Anti Money Laundering
Education
Boston University 1997 — 2002
Bachelor of Science, Computer Science
Citi January 2014 - Present
Citigroup January 2011 - December 2013
Ernst & Young June 2009 - January 2011
PayPal August 2010 - December 2010
Goldman Sachs June 2009 - July 2010
Norkom Technologies April 2008 - June 2009
Deutsche Bank June 2008 - May 2009
American Express April 2008 - June 2008
Bank of America June 2005 - March 2008
Fidelity Investments January 2005 - May 2005
Skills
SQL Server, Microstrategy, Tableau, Cognos, Teradata, Norkom, Spotfire, MANTAS, Cantonese, SQL, Oracle, AML, Financial Reporting, Business Analysis, Business Intelligence, Financial Intelligence, Forensic Analysis, Data Mining, Project Management, Visio, Perl, Java, Microsoft Excel, Microsoft Access, Microsoft SQL Server, ETL, Analytics, Integration, Databases, Risk Management, Financial Risk, Analysis, Banking, Financial Services, KYC, User Acceptance Testing, Mantas, SDLC, Business Requirements, Access, Fraud, Quality Assurance, Operational Risk, MicroStrategy, Anti Money Laundering
Education
Boston University 1997 — 2002
Bachelor of Science, Computer Science
Marcus Sharp, MBA, MSF, MST Marcus Sharp, MBA, MSF, MST's Fidelity Investments Experience October 2003 - April 2004
Job Sr. Financial & Reporting Analyst/Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments August 2013 - Present
Standish Mellon Asset Management June 2010 - August 2013
Standish Mellon Asset Management January 2008 - June 2010
BNY Mellon November 2004 - January 2008
BNY Mellon September 2004 - November 2004
Fidelity Investments October 2003 - April 2004
Genzyme August 2002 - October 2003
Boston Capital September 2000 - August 2001
USTrust, now merged as Citizens Bank August 1997 - December 1999
BankBoston, now merged as Bank of America August 1994 - August 1997
Skills
Hyperion Enterprise, PeopleSoft, Lotus Notes, SharePoint, Outlook, Microsoft Office, Cartesis, Mobius, Oracle, Catalyst, Checkpoint, Microstrategy, CCH, GUI, SixNet, Hyperion, MGFPRO, Revenue Manager, AS400, Pivotal, MER, Advent Geneva, Blackline, ComSci, Pershing-UDT, OPIN, MARS, Essbase, Financial Analysis, Finance, Account Reconciliation, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Managerial Finance, Variance Analysis, Financial Statements, Accounts Receivable, Consolidation, GAAP, Accruals, Financial Risk, Financial Services, Fixed Assets, Portfolio Management, Mutual Funds, Investments, Strategy, Management
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
MS in Business Analytics
Suffolk University - Sawyer School of Management 2006 — 2007
MSA Courses: Intermediate Financial Accounting, Auditing & Assurance and Business Law
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MST, Masters of Science in Taxation
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Masters of Science in Finance
Harvard Extension School 2000 — 2001
IT Course, Communication Protocols and Internet Architectures
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Masters of Business Administration
Boston University 1989 — 1994
Bachelor of Arts, Economics
Kennett High School 1985 — 1989
John Hancock Investments August 2013 - Present
Standish Mellon Asset Management June 2010 - August 2013
Standish Mellon Asset Management January 2008 - June 2010
BNY Mellon November 2004 - January 2008
BNY Mellon September 2004 - November 2004
Fidelity Investments October 2003 - April 2004
Genzyme August 2002 - October 2003
Boston Capital September 2000 - August 2001
USTrust, now merged as Citizens Bank August 1997 - December 1999
BankBoston, now merged as Bank of America August 1994 - August 1997
Skills
Hyperion Enterprise, PeopleSoft, Lotus Notes, SharePoint, Outlook, Microsoft Office, Cartesis, Mobius, Oracle, Catalyst, Checkpoint, Microstrategy, CCH, GUI, SixNet, Hyperion, MGFPRO, Revenue Manager, AS400, Pivotal, MER, Advent Geneva, Blackline, ComSci, Pershing-UDT, OPIN, MARS, Essbase, Financial Analysis, Finance, Account Reconciliation, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Managerial Finance, Variance Analysis, Financial Statements, Accounts Receivable, Consolidation, GAAP, Accruals, Financial Risk, Financial Services, Fixed Assets, Portfolio Management, Mutual Funds, Investments, Strategy, Management
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
MS in Business Analytics
Suffolk University - Sawyer School of Management 2006 — 2007
MSA Courses: Intermediate Financial Accounting, Auditing & Assurance and Business Law
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MST, Masters of Science in Taxation
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Masters of Science in Finance
Harvard Extension School 2000 — 2001
IT Course, Communication Protocols and Internet Architectures
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Masters of Business Administration
Boston University 1989 — 1994
Bachelor of Arts, Economics
Kennett High School 1985 — 1989
Mike Barbo's Fidelity Investments Experience 2014 - Present
Job Wealth Management Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2010
Massachusetts House of Representatives September 2007 - December 2007
UBS Wealth Management January 2007 - June 2007
Camp Wingate Kirkland June 2006 - August 2006
Education
Boston University 2004 — 2008
BA, International Relations in Business and Economics
Natick High School 2000 — 2004
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2010
Massachusetts House of Representatives September 2007 - December 2007
UBS Wealth Management January 2007 - June 2007
Camp Wingate Kirkland June 2006 - August 2006
Education
Boston University 2004 — 2008
BA, International Relations in Business and Economics
Natick High School 2000 — 2004
Meredyth Thomas's Fidelity Investments Experience 2000 - 2000
Job University Relations Specialist at Staples
Industry Public Relations and Communications
Experience
Staples March 2015 - Present
Boston University September 2010 - September 2014
Boston University June 2009 - September 2010
Boston University August 2005 - June 2009
New York Philharmonic September 2003 - August 2005
Porter Novelli July 2002 - September 2003
Fidelity Investments 2000 - 2000
Skills
Recruiting, Event Planning, Public Speaking, Strategic Planning, Training, Student Affairs, Program Development, Volunteer Management, Student Engagement, Admissions, Event Management, Public Relations, Press Releases, Higher Education, Community Outreach, Nonprofits, Publicity, Marketing, Marketing Communications, Enrollment Management, Media Relations, Strategic Communications, Cross-functional Team..., Leadership, Team Leadership, Management, Business Process...
Education
Boston University
Bachelor of Science (B.S.), Public Relations
Minnechaug
Staples March 2015 - Present
Boston University September 2010 - September 2014
Boston University June 2009 - September 2010
Boston University August 2005 - June 2009
New York Philharmonic September 2003 - August 2005
Porter Novelli July 2002 - September 2003
Fidelity Investments 2000 - 2000
Skills
Recruiting, Event Planning, Public Speaking, Strategic Planning, Training, Student Affairs, Program Development, Volunteer Management, Student Engagement, Admissions, Event Management, Public Relations, Press Releases, Higher Education, Community Outreach, Nonprofits, Publicity, Marketing, Marketing Communications, Enrollment Management, Media Relations, Strategic Communications, Cross-functional Team..., Leadership, Team Leadership, Management, Business Process...
Education
Boston University
Bachelor of Science (B.S.), Public Relations
Minnechaug
Ken Albertazzi's Fidelity Investments Experience March 2008 - December 2009
Job Partner at KPMG US
Industry Financial Services
Experience
KPMG US November 2013 - Present
PricewaterhouseCoopers LLP May 2010 - October 2013
Fidelity Investments March 2008 - December 2009
Fidelity Investments October 2006 - March 2008
Fidelity Investments January 2005 - October 2006
PricewaterhouseCoopers LLP January 1999 - January 2005
Federal Reserve Bank of Boston 1992 - 1999
Skills
Risk Management, Capital Markets, Financial Risk, Asset Managment, Portfolio Management, Investments, Valuation, Mutual Funds, Financial Analysis, Series 7, Due Diligence, Financial Services, Derivatives, Hedge Funds, Financial Modeling, Enterprise Risk..., Corporate Finance, Banking, Equities, Operational Risk..., Alternative Investments, Asset Management, Finance, Fixed Income
Education
Boston College 1990 — 1991
MSF, Finance
Boston University 1984 — 1988
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
KPMG US November 2013 - Present
PricewaterhouseCoopers LLP May 2010 - October 2013
Fidelity Investments March 2008 - December 2009
Fidelity Investments October 2006 - March 2008
Fidelity Investments January 2005 - October 2006
PricewaterhouseCoopers LLP January 1999 - January 2005
Federal Reserve Bank of Boston 1992 - 1999
Skills
Risk Management, Capital Markets, Financial Risk, Asset Managment, Portfolio Management, Investments, Valuation, Mutual Funds, Financial Analysis, Series 7, Due Diligence, Financial Services, Derivatives, Hedge Funds, Financial Modeling, Enterprise Risk..., Corporate Finance, Banking, Equities, Operational Risk..., Alternative Investments, Asset Management, Finance, Fixed Income
Education
Boston College 1990 — 1991
MSF, Finance
Boston University 1984 — 1988
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
Lisa Gillis North Lisa Gillis North's Fidelity Investments Experience August 2005 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2005 - Present
Keane February 1997 - August 2005
Education
Dalhousie University 1991 — 1994
BSc (HEd), School Health Education
Mount Saint Vincent University 1988 — 1991
Bachelor of Science, General Science
Boston University
Graduate Certificate, Database and Client/Server Computing
Fidelity Investments August 2005 - Present
Keane February 1997 - August 2005
Education
Dalhousie University 1991 — 1994
BSc (HEd), School Health Education
Mount Saint Vincent University 1988 — 1991
Bachelor of Science, General Science
Boston University
Graduate Certificate, Database and Client/Server Computing
Milica Wainwright Milica Wainwright's Fidelity Investments Experience 1999 - 2002
Job Art Director, Designer & Marketing Consultant at MILA Designs, LLC
Industry Design
Experience
MILA Designs, LLC 2002 - Present
Whitman Communications 2012 - 2012
Coldwell Banker-Redpath & Co. Realtors 2005 - 2007
Global Health Council 2004 - 2004
Fidelity Investments 1999 - 2002
The DeCordova Museum & Sculpture Park 1998 - 1998
The Copley Society of Boston 1998 - 1998
Boston Capital Services, Inc. 1996 - 1997
Skills
Graphic Design, Web Design, Marketing Communications, Creative Direction, Email Marketing, Advertising, Social Media, Corporate Identity, Logo Design, Logos, Banners, Brochures, Posters, Signs, Newsletters, Layout, Publications, Illustration, Magazines, Adobe Creative Suite, Illustrator, Adobe Acrobat, Photoshop, InDesign, Dreamweaver, PowerPoint, QuarkXPress, Photography, Mac, Blogging, Joomla, Art, Business Cards, Brand Development, Graphics, Direct Mail, Art Direction, Editing, Collateral, Packaging, Multimedia, Pre-press
Education
Rutgers University 2010 — 2011
Certificate, Web Design and Development
Rutgers University 2005 — 2005
Certificate, Marketing Management
Boston University
MA, Art History / Museum Studies
Dickinson College 1991 — 1995
BA, Fine Arts & Spanish
MILA Designs, LLC 2002 - Present
Whitman Communications 2012 - 2012
Coldwell Banker-Redpath & Co. Realtors 2005 - 2007
Global Health Council 2004 - 2004
Fidelity Investments 1999 - 2002
The DeCordova Museum & Sculpture Park 1998 - 1998
The Copley Society of Boston 1998 - 1998
Boston Capital Services, Inc. 1996 - 1997
Skills
Graphic Design, Web Design, Marketing Communications, Creative Direction, Email Marketing, Advertising, Social Media, Corporate Identity, Logo Design, Logos, Banners, Brochures, Posters, Signs, Newsletters, Layout, Publications, Illustration, Magazines, Adobe Creative Suite, Illustrator, Adobe Acrobat, Photoshop, InDesign, Dreamweaver, PowerPoint, QuarkXPress, Photography, Mac, Blogging, Joomla, Art, Business Cards, Brand Development, Graphics, Direct Mail, Art Direction, Editing, Collateral, Packaging, Multimedia, Pre-press
Education
Rutgers University 2010 — 2011
Certificate, Web Design and Development
Rutgers University 2005 — 2005
Certificate, Marketing Management
Boston University
MA, Art History / Museum Studies
Dickinson College 1991 — 1995
BA, Fine Arts & Spanish
Lorraine Whittemore's Fidelity Investments Experience 1975 - 1984
Job Travel Planner/Owner at Cruise Planners Planurescape Travel
Industry Leisure, Travel & Tourism
Experience
Cruise Planners/PlanurEscape Travel January 2013 - Present
Support.com October 2008 - November 2013
MetaStarr Consulting October 2001 - October 2008
Intuit September 1997 - October 2001
Tucson Medical Center August 1991 - September 1997
Putnam Investments 1985 - 1990
Fidelity Investments 1975 - 1984
Skills
Travel Planning, Event Planning, Travel, Travel Arrangements, Family Vacations, Vacation Planning, Leisure Travel, Incentive Travel, Planning, Organizing Meetings, Conference Organization, Disney Vacations, Honeymoons, Itineraries, Travel Agency, River Cruises, cruises, Resorts, Specia'ty travel, Wine tasting, Luxury cruises, Vacation, Business Travel, Leadership, Customer Service, Team Building, Marketing, Sales, Process Improvement, Weddings, Management, Training
Education
Boston University
Bachelor's Degree, Human Resources Management/Business Management
Cruise Planners/PlanurEscape Travel January 2013 - Present
Support.com October 2008 - November 2013
MetaStarr Consulting October 2001 - October 2008
Intuit September 1997 - October 2001
Tucson Medical Center August 1991 - September 1997
Putnam Investments 1985 - 1990
Fidelity Investments 1975 - 1984
Skills
Travel Planning, Event Planning, Travel, Travel Arrangements, Family Vacations, Vacation Planning, Leisure Travel, Incentive Travel, Planning, Organizing Meetings, Conference Organization, Disney Vacations, Honeymoons, Itineraries, Travel Agency, River Cruises, cruises, Resorts, Specia'ty travel, Wine tasting, Luxury cruises, Vacation, Business Travel, Leadership, Customer Service, Team Building, Marketing, Sales, Process Improvement, Weddings, Management, Training
Education
Boston University
Bachelor's Degree, Human Resources Management/Business Management
Michelle Bracher-Cummings Michelle Bracher-Cummings's Fidelity Investments Experience March 2014 - Present
Job Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments January 2010 - February 2014
Fidelity Investments January 2006 - December 2009
Fidelity Investments February 2002 - December 2005
Fidelity Investments February 2001 - January 2002
Fidelity Investments May 1999 - January 2001
Time Warner April 1997 - April 1999
Philip Morris International August 1995 - March 1997
Coopers & Lybrand September 1993 - June 1995
Skills
Retirement, Series 63, Financial Services, Mutual Funds, Strategy, Program Management, Business Development, Marketing, Training, Relationship Management, Strategic Planning, Sales, Series 6, Risk Management, Analysis, Management, Financial Analysis, Finance, Insurance, Sales Management, Strategic Financial..., Business Planning, Leadership, Analytics, Product Management, Business Strategy
Education
Boston University 2000 — 2002
Certified Financial Planner Certification
Hofstra University 1993 — 1995
MBA, Finance
Hofstra University 1989 — 1993
BBA, Accounting & Finance
New England School of Art & Design at Suffolk University
Interior Design
Fidelity Investments March 2014 - Present
Fidelity Investments January 2010 - February 2014
Fidelity Investments January 2006 - December 2009
Fidelity Investments February 2002 - December 2005
Fidelity Investments February 2001 - January 2002
Fidelity Investments May 1999 - January 2001
Time Warner April 1997 - April 1999
Philip Morris International August 1995 - March 1997
Coopers & Lybrand September 1993 - June 1995
Skills
Retirement, Series 63, Financial Services, Mutual Funds, Strategy, Program Management, Business Development, Marketing, Training, Relationship Management, Strategic Planning, Sales, Series 6, Risk Management, Analysis, Management, Financial Analysis, Finance, Insurance, Sales Management, Strategic Financial..., Business Planning, Leadership, Analytics, Product Management, Business Strategy
Education
Boston University 2000 — 2002
Certified Financial Planner Certification
Hofstra University 1993 — 1995
MBA, Finance
Hofstra University 1989 — 1993
BBA, Accounting & Finance
New England School of Art & Design at Suffolk University
Interior Design
Natalie Gesin's Fidelity Investments Experience August 2005 - February 2009
Job Senior Technical Writer
Industry Information Technology and Services
Experience
Eagle Investment Systems March 2009 - Present
Fidelity Investments August 2005 - February 2009
Eagle Investment Systems November 2004 - July 2005
SkillBridge Training November 2003 - October 2004
AG2 Link September 2002 - September 2004
Fidelity Investments May 1999 - April 2001
Thomson Reuters December 1998 - April 1999
Fidelity Investments May 1996 - January 1998
SunGard August 1994 - April 1996
Skills
Online Help, Technical Writing, Content Management, Datasheet Design, Marketing Materials, Online Knowledge Base, Wiki Development, RoboHelp, HelpIQ, SharePoint, Single Sourcing, Software Documentation, User Guide Creation, Web Design, User Experience, Requirements Gathering, Requirements Analysis, Agile Methodologies, SDLC, RoboServer, Dreamweaver, FrameMaker, Microsoft Office, HTML / CSS, SSRS, Oracle, COBOL, Manuals, Online Training..., Technical Documentation
Education
Boston University 1983 — 1987
BA, MIS
Eagle Investment Systems March 2009 - Present
Fidelity Investments August 2005 - February 2009
Eagle Investment Systems November 2004 - July 2005
SkillBridge Training November 2003 - October 2004
AG2 Link September 2002 - September 2004
Fidelity Investments May 1999 - April 2001
Thomson Reuters December 1998 - April 1999
Fidelity Investments May 1996 - January 1998
SunGard August 1994 - April 1996
Skills
Online Help, Technical Writing, Content Management, Datasheet Design, Marketing Materials, Online Knowledge Base, Wiki Development, RoboHelp, HelpIQ, SharePoint, Single Sourcing, Software Documentation, User Guide Creation, Web Design, User Experience, Requirements Gathering, Requirements Analysis, Agile Methodologies, SDLC, RoboServer, Dreamweaver, FrameMaker, Microsoft Office, HTML / CSS, SSRS, Oracle, COBOL, Manuals, Online Training..., Technical Documentation
Education
Boston University 1983 — 1987
BA, MIS
Lisa Predella Lisa Predella's Fidelity Investments Experience July 1992 - August 1994
Job Senior Corporate Communications Manager at MFS Investment Management
Industry Writing and Editing
Experience
MFS Investment Management Freelance writer/editorJae Communications
Hewitt Associates 2008 - 2009
Fidelity Investments July 1992 - August 1994
Boston University College of Communication January 1991 - January 1993
Putnam, Hayes & Bartlett, Inc. August 1989 - August 1991
Fidelity Investments July 1986 - August 1989
Fidelity Investments December 1984 - July 1986
Skills
Copywriting, Newsletters, Strategic Communications, Internal Communications, Email Marketing, Editing, Editorial, Brochures, Feature Articles, Content Development, Corporate Communications, Financial Services, Marketing Communications, Content Management, Copy Editing
Education
Boston University 1993 — 1995
M.S., Broadcast Journalism
Boston University 1991 — 1993
M.S., Journalism
Cornell University 1982 — 1984
B.A., Psychology
Mount Holyoke College 1980 — 1982
Psychology
MFS Investment Management Freelance writer/editorJae Communications
Hewitt Associates 2008 - 2009
Fidelity Investments July 1992 - August 1994
Boston University College of Communication January 1991 - January 1993
Putnam, Hayes & Bartlett, Inc. August 1989 - August 1991
Fidelity Investments July 1986 - August 1989
Fidelity Investments December 1984 - July 1986
Skills
Copywriting, Newsletters, Strategic Communications, Internal Communications, Email Marketing, Editing, Editorial, Brochures, Feature Articles, Content Development, Corporate Communications, Financial Services, Marketing Communications, Content Management, Copy Editing
Education
Boston University 1993 — 1995
M.S., Broadcast Journalism
Boston University 1991 — 1993
M.S., Journalism
Cornell University 1982 — 1984
B.A., Psychology
Mount Holyoke College 1980 — 1982
Psychology
Martin Cuddy's Fidelity Investments Experience April 1997 - December 2002
Job Vice President at PartyLite
Industry Computer Software
Experience
PartyLite January 2003 - Present
Fidelity Investments April 1997 - December 2002
Liberty Mutual 1995 - 1997
Skills
Program Management, E-commerce, Enterprise Architecture, Management, Leadership, Outsourcing, Web Services, Cross-functional Team..., Budgets, SOA, ERP, Vendor Management, Software Documentation, SDLC, Sales, Servers, Strategy, Process Improvement, Requirements Analysis, .NET, Negotiation, Team Building, Business Intelligence, B2B, Change Management, Coaching, CRM, Leadership Development, Organizational..., Integration, Social Media, Team Management, User Acceptance Testing, Web Development, Software Quality..., Virtualization
Education
Boston University
MS, Computer Information Systems
Framingham State University
BS, Computer Science
PartyLite January 2003 - Present
Fidelity Investments April 1997 - December 2002
Liberty Mutual 1995 - 1997
Skills
Program Management, E-commerce, Enterprise Architecture, Management, Leadership, Outsourcing, Web Services, Cross-functional Team..., Budgets, SOA, ERP, Vendor Management, Software Documentation, SDLC, Sales, Servers, Strategy, Process Improvement, Requirements Analysis, .NET, Negotiation, Team Building, Business Intelligence, B2B, Change Management, Coaching, CRM, Leadership Development, Organizational..., Integration, Social Media, Team Management, User Acceptance Testing, Web Development, Software Quality..., Virtualization
Education
Boston University
MS, Computer Information Systems
Framingham State University
BS, Computer Science
Kim LeBrasseur's Fidelity Investments Experience January 1999 - 2005
Job Executive Assistant at Xylem Inc.
Industry Electrical/Electronic Manufacturing
Experience
Xylem Inc. October 2014 - Present
HCC Specialty 2011 - 2014
Bain Capital 2008 - 2011
Art Technology Group 2006 - 2007
Aon 2005 - 2006
Fidelity Investments January 1999 - 2005
Skills
Administrative..., Outlook, Invoicing, Project Planning, Microsoft Word, Insurance, Calendars, Microsoft Excel, Travel Arrangements, Social Media Marketing, Customer Service, Data Entry, Public Speaking, Policy, Social Media, Charity, Administrative..., Budgets, Training, Sales
Education
Katharine Gibbs - Boston, MA 1991 — 1992
Certificate Program, Executive Assistant / Business
Boston University
Business Writing
Xylem Inc. October 2014 - Present
HCC Specialty 2011 - 2014
Bain Capital 2008 - 2011
Art Technology Group 2006 - 2007
Aon 2005 - 2006
Fidelity Investments January 1999 - 2005
Skills
Administrative..., Outlook, Invoicing, Project Planning, Microsoft Word, Insurance, Calendars, Microsoft Excel, Travel Arrangements, Social Media Marketing, Customer Service, Data Entry, Public Speaking, Policy, Social Media, Charity, Administrative..., Budgets, Training, Sales
Education
Katharine Gibbs - Boston, MA 1991 — 1992
Certificate Program, Executive Assistant / Business
Boston University
Business Writing
Maddie Murphy (Kamin)'s Fidelity Investments Experience August 2014 - Present
Job Media Planner/Buyer at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments March 2013 - July 2014
Working Media Group June 2011 - September 2012
ClassWish.org April 2011 - June 2011
Pinky Up Productions June 2010 - October 2010
L.E.A.D. Uganda June 2009 - September 2009
Cumulus Media (95.5 WPLJ) May 2008 - August 2008
Skills
Advertising, Media Planning, Media Buying, Traditional Media, Digital Media, Marketing, Public Relations, Digital Marketing, Social Media Marketing, Integrated Marketing, Facebook, Google Analytics, Digital Strategy, Event Planning, Online Advertising
Education
Boston University 2006 — 2010
B.S. in Communication, Major: Public Relations, Minor: Psychology
Fidelity Investments August 2014 - Present
Fidelity Investments March 2013 - July 2014
Working Media Group June 2011 - September 2012
ClassWish.org April 2011 - June 2011
Pinky Up Productions June 2010 - October 2010
L.E.A.D. Uganda June 2009 - September 2009
Cumulus Media (95.5 WPLJ) May 2008 - August 2008
Skills
Advertising, Media Planning, Media Buying, Traditional Media, Digital Media, Marketing, Public Relations, Digital Marketing, Social Media Marketing, Integrated Marketing, Facebook, Google Analytics, Digital Strategy, Event Planning, Online Advertising
Education
Boston University 2006 — 2010
B.S. in Communication, Major: Public Relations, Minor: Psychology
Morgan (Lindsay) Vanderson's Fidelity Investments Experience May 2003 - August 2003
Job Product Manager at Apprenda Inc.
Industry Computer Software
Experience
Apprenda Inc. April 2014 - Present
Intel Corporation August 2011 - April 2014
Intel July 2005 - August 2011
IBM June 2004 - August 2004
Fidelity Investments May 2003 - August 2003
Skills
Computer Architecture, Debugging, Embedded Systems, Testing, Intel, PCIe, Technical Marketing, Ethernet
Education
Boston University 2001 — 2005
Bachelor of Science, Computer Engineering
Emma Willard 1997 — 2001
Apprenda Inc. April 2014 - Present
Intel Corporation August 2011 - April 2014
Intel July 2005 - August 2011
IBM June 2004 - August 2004
Fidelity Investments May 2003 - August 2003
Skills
Computer Architecture, Debugging, Embedded Systems, Testing, Intel, PCIe, Technical Marketing, Ethernet
Education
Boston University 2001 — 2005
Bachelor of Science, Computer Engineering
Emma Willard 1997 — 2001
Nakul Pandav's Fidelity Investments Experience June 2015 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
BU Finance & Investment Club Student Managed Investment Fund May 2014 - May 2015
Fidelity Investments June 2014 - December 2014
BU Finance & Investment Club Student Managed Investment Fund September 2013 - May 2014
Morgan Stanley Wealth Management May 2013 - August 2013
BU Finance & Investment Club Student Managed Investment Fund September 2012 - May 2013
Allstate August 2010 - January 2011
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration, Finance
Creekview High School 2007 — 2011
Fidelity Investments June 2015 - Present
BU Finance & Investment Club Student Managed Investment Fund May 2014 - May 2015
Fidelity Investments June 2014 - December 2014
BU Finance & Investment Club Student Managed Investment Fund September 2013 - May 2014
Morgan Stanley Wealth Management May 2013 - August 2013
BU Finance & Investment Club Student Managed Investment Fund September 2012 - May 2013
Allstate August 2010 - January 2011
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration, Finance
Creekview High School 2007 — 2011
Mark Hone Mark Hone's Fidelity Investments Experience June 2010 - Present
Job Principal Software Engineer
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments January 2008 - June 2010
Fidelity Investments February 2004 - January 2008
Fidelity Investments January 2002 - February 2004
Fidelity Investments September 1997 - January 2002
International Communications January 1996 - September 1997
Fidelity Investments June 1995 - January 1996
Skills
SQL, Vendor Management, Process Improvement, Program Management, ITIL, IT Operations, JavaScript, WPF, WPF Development, XAML, HTML, SSIS, SQL 2008/2005/2000, SQL 2008, Oracle SQL, C# 4.0, C# 3.0, C# 2.0, VB.NET, Visual C#, Wire Framing, Wireshark, Google Search Appliance, Juniper Switches, Windows Server, Windows 7, Windows 7 Migration, USMT, C#, Oracle, Testing, Systems Analysis, Servers, TCP/IP, Technical Support, XML, Enterprise Software, Databases, Requirements Analysis, Oracle SQL Developer
Education
Framingham State College 2012 — 2016
Bachelors, Computer Science/Business Administration
Northeastern University 1999 — 1999
Networking Course, TCP/IP Networking
Boston University 1996 — 1996
Certificate Degree, Windows NT & SQL Administration
New England Institute of Technology 1990 — 1992
Associate, Automotive Technology
Fidelity Investments June 2010 - Present
Fidelity Investments January 2008 - June 2010
Fidelity Investments February 2004 - January 2008
Fidelity Investments January 2002 - February 2004
Fidelity Investments September 1997 - January 2002
International Communications January 1996 - September 1997
Fidelity Investments June 1995 - January 1996
Skills
SQL, Vendor Management, Process Improvement, Program Management, ITIL, IT Operations, JavaScript, WPF, WPF Development, XAML, HTML, SSIS, SQL 2008/2005/2000, SQL 2008, Oracle SQL, C# 4.0, C# 3.0, C# 2.0, VB.NET, Visual C#, Wire Framing, Wireshark, Google Search Appliance, Juniper Switches, Windows Server, Windows 7, Windows 7 Migration, USMT, C#, Oracle, Testing, Systems Analysis, Servers, TCP/IP, Technical Support, XML, Enterprise Software, Databases, Requirements Analysis, Oracle SQL Developer
Education
Framingham State College 2012 — 2016
Bachelors, Computer Science/Business Administration
Northeastern University 1999 — 1999
Networking Course, TCP/IP Networking
Boston University 1996 — 1996
Certificate Degree, Windows NT & SQL Administration
New England Institute of Technology 1990 — 1992
Associate, Automotive Technology
Monica M Fuchs's Fidelity Investments Experience 1986 - 1989
Job Bowerman Group, Production Manager & Executive Recruiter, Luxury Retail
Industry Staffing and Recruiting
Experience
The Bowerman Group October 2009 - Present
U.S. Department of Homeland Security 2005 - 2009
Bank Julius Baer 1997 - 2003
Barclays Bank 1989 - 1996
Fidelity Investments 1986 - 1989
Skills
Administration, Excel, Microsoft Excel, Asset Managment, Recruiting, Risk Management, Banking, Finance, Process Improvement, Vendor Management, Project Management, Change Management, Operations Management, Credit, Microsoft Office, Lotus Notes, Financial Services, Relationship Management, Team Building, Analysis, Strategic Planning, Coaching
Education
Boston University 2009 — 2009
Certificate, Paralegal Studies
University of Maine 1981 — 1985
Bachelor of Science, Business Administration - Finance
The Bowerman Group October 2009 - Present
U.S. Department of Homeland Security 2005 - 2009
Bank Julius Baer 1997 - 2003
Barclays Bank 1989 - 1996
Fidelity Investments 1986 - 1989
Skills
Administration, Excel, Microsoft Excel, Asset Managment, Recruiting, Risk Management, Banking, Finance, Process Improvement, Vendor Management, Project Management, Change Management, Operations Management, Credit, Microsoft Office, Lotus Notes, Financial Services, Relationship Management, Team Building, Analysis, Strategic Planning, Coaching
Education
Boston University 2009 — 2009
Certificate, Paralegal Studies
University of Maine 1981 — 1985
Bachelor of Science, Business Administration - Finance
Lynell Brooks, MSHRM, CEBS, CMS, RPA Lynell Brooks, MSHRM, CEBS, CMS, RPA's Fidelity Investments Experience June 2010 - May 2013
Job Senior Plan Documentation Specialist at GuideStone Financial Resources
Industry Human Resources
Experience
GuideStone Financial Resources August 2015 - Present
GuideStone Financial Resources May 2013 - July 2015
Fidelity Investments June 2010 - May 2013
Baylor April 2009 - June 2010
Christian Learning Center November 2005 - April 2009
Fidelity Investments August 1996 - August 2003
Skills
ERISA, Executive Compensation, 401k, Compliance, Benefits Administration, Employee Benefits, Excel, Word, PowerPoint, Microsoft Office, Benefits, Outlook, Customer Relations, Change Management, Performance Management, Customer Service, Problem Solving, Policy, Compensation, Process Improvement, Retirement, Team Building, Coaching, Plan Design, Call Center, Legal Compliance, Documentation, Public Speaking, CRM, Insurance, Personnel Management
Education
Boston University
Master of Science, Human Resource Management
University of Phoenix
BSM, Management
GuideStone Financial Resources August 2015 - Present
GuideStone Financial Resources May 2013 - July 2015
Fidelity Investments June 2010 - May 2013
Baylor April 2009 - June 2010
Christian Learning Center November 2005 - April 2009
Fidelity Investments August 1996 - August 2003
Skills
ERISA, Executive Compensation, 401k, Compliance, Benefits Administration, Employee Benefits, Excel, Word, PowerPoint, Microsoft Office, Benefits, Outlook, Customer Relations, Change Management, Performance Management, Customer Service, Problem Solving, Policy, Compensation, Process Improvement, Retirement, Team Building, Coaching, Plan Design, Call Center, Legal Compliance, Documentation, Public Speaking, CRM, Insurance, Personnel Management
Education
Boston University
Master of Science, Human Resource Management
University of Phoenix
BSM, Management
Manoj Turkhia's Fidelity Investments Experience January 2012 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments / FMRCo. 1996 - December 2011
Citibank 1996 - 1996
Citicorp Overseas Software Ltd 1988 - 1996
CITIL/COSL (Citicorp Software) 1988 - 1996
Godrej 1982 - 1985
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Program Management, Software Project..., Risk Management, PMO, Project Portfolio..., Requirements Analysis, Financial Services, Process Improvement
Education
Boston University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Walchand College of Engineering 1978 — 1982
BE, Mechanical Engineering
Fidelity Investments January 2012 - Present
Fidelity Investments / FMRCo. 1996 - December 2011
Citibank 1996 - 1996
Citicorp Overseas Software Ltd 1988 - 1996
CITIL/COSL (Citicorp Software) 1988 - 1996
Godrej 1982 - 1985
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Program Management, Software Project..., Risk Management, PMO, Project Portfolio..., Requirements Analysis, Financial Services, Process Improvement
Education
Boston University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Walchand College of Engineering 1978 — 1982
BE, Mechanical Engineering
Lily Sharifnia's Fidelity Investments Experience 1996 - 2001
Job Information Technology Manager at Arrowstreet Capital
Industry Information Technology and Services
Experience
Arrowstreet Capital January 2008 - Present
Commonwealth Financial Network November 2005 - August 2007
Fidelity Investments 1996 - 2001
Skills
Data Modeling, Data Warehousing, SDLC, SSRS, ETL, Microsoft SQL Server, SQL, Databases, Enterprise Architecture, Agile Methodologies, Software Project...
Education
Simmons College - Simmons School of Management 2004 — 2005
Master of Business Administration (MBA), Finance/Investment/Quantitative Analysis
Boston University 1990 — 1992
M.S., Computer Science
Tehran University, Iran 1982 — 1986
Bachelor of Science (B.S.), Civil Engineering
Arrowstreet Capital January 2008 - Present
Commonwealth Financial Network November 2005 - August 2007
Fidelity Investments 1996 - 2001
Skills
Data Modeling, Data Warehousing, SDLC, SSRS, ETL, Microsoft SQL Server, SQL, Databases, Enterprise Architecture, Agile Methodologies, Software Project...
Education
Simmons College - Simmons School of Management 2004 — 2005
Master of Business Administration (MBA), Finance/Investment/Quantitative Analysis
Boston University 1990 — 1992
M.S., Computer Science
Tehran University, Iran 1982 — 1986
Bachelor of Science (B.S.), Civil Engineering
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
Mei Gattenby's Fidelity Investments Experience June 1995 - February 2001
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase & Co. September 2012 - Present
JPMorgan Chase 2008 - September 2012
JPMorgan Chase February 2004 - September 2008
Freddie Mac March 2001 - February 2004
Fidelity Investments June 1995 - February 2001
Skills
SDLC, Relationship Management, Sybase, Investment Banking, Business Analysis, Derivatives, Trading Systems, PMO, Portfolio Management, Project Management, Risk Management, Vendor Management, Prime Brokerage, Credit Derivatives, Program Management, Project Portfolio..., Project Delivery, IT Service Management, Requirements Gathering, Architecture, Autosys, Market Data, Financial Analysis, SharePoint, Infrastructure
Education
Boston University
MS, Computer Information Systems
Boston University
BA, Computer Science
JPMorgan Chase & Co. September 2012 - Present
JPMorgan Chase 2008 - September 2012
JPMorgan Chase February 2004 - September 2008
Freddie Mac March 2001 - February 2004
Fidelity Investments June 1995 - February 2001
Skills
SDLC, Relationship Management, Sybase, Investment Banking, Business Analysis, Derivatives, Trading Systems, PMO, Portfolio Management, Project Management, Risk Management, Vendor Management, Prime Brokerage, Credit Derivatives, Program Management, Project Portfolio..., Project Delivery, IT Service Management, Requirements Gathering, Architecture, Autosys, Market Data, Financial Analysis, SharePoint, Infrastructure
Education
Boston University
MS, Computer Information Systems
Boston University
BA, Computer Science
Marina Popov's Fidelity Investments Experience April 2011 - December 2012
Job Principal System Analyst
Industry Computer Software
Experience
BNY Mellon Wealth Management March 2014 - Present
Fidelity Investments April 2011 - December 2012
NSTAR August 2006 - February 2011
Charles River Development April 2005 - August 2006
State Street Research January 2000 - March 2005
Federal Home Loan Bank Boston June 1999 - September 2000
Skills
Microsoft SQL Server, Data Warehousing, Integration, Visual Basic, Data Analysis, Access, Business Process, Testing, Analysis, T-SQL, Data Migration, Data Modeling, Software Documentation, SDLC, Business Analysis, SQL, Agile Methodologies, Database Design, ETL, Business Requirements, Information Technology, Oracle, Project Management
Education
Boston University 2000 — 2003
Boston University Corporate Education Center
Boston Computer School
Tashkent State University of Economics 1983 — 1988
Master Degree, Economics
BNY Mellon Wealth Management March 2014 - Present
Fidelity Investments April 2011 - December 2012
NSTAR August 2006 - February 2011
Charles River Development April 2005 - August 2006
State Street Research January 2000 - March 2005
Federal Home Loan Bank Boston June 1999 - September 2000
Skills
Microsoft SQL Server, Data Warehousing, Integration, Visual Basic, Data Analysis, Access, Business Process, Testing, Analysis, T-SQL, Data Migration, Data Modeling, Software Documentation, SDLC, Business Analysis, SQL, Agile Methodologies, Database Design, ETL, Business Requirements, Information Technology, Oracle, Project Management
Education
Boston University 2000 — 2003
Boston University Corporate Education Center
Boston Computer School
Tashkent State University of Economics 1983 — 1988
Master Degree, Economics
Lois Johnson, PMP's Fidelity Investments Experience March 2000 - November 2010
Job Business Process Analyst at Rockland Trust Company
Industry Financial Services
Experience
Rockland Trust Company 2011 - Present
Fidelity Investments March 2000 - November 2010
Fidelity Investments 2000 - 2010
Skills
SDLC, Vendor Management, Requirements Analysis, Program Management, Risk Management, Software Project..., Visio, Requirements Gathering, Unix, Business Analysis, Project Management, Software Development, SQL, SOA, Process Improvement, Test Planning, Enterprise Architecture, Portfolio Management, User Acceptance Testing, Quality Center
Education
Boston University 2004 — 2004
Project Management Professional (PMP #282705), Project Management Professional (PMP #282705), Certified through Project Management Institute, 2005
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance & Business Administration
Rockland Trust Company 2011 - Present
Fidelity Investments March 2000 - November 2010
Fidelity Investments 2000 - 2010
Skills
SDLC, Vendor Management, Requirements Analysis, Program Management, Risk Management, Software Project..., Visio, Requirements Gathering, Unix, Business Analysis, Project Management, Software Development, SQL, SOA, Process Improvement, Test Planning, Enterprise Architecture, Portfolio Management, User Acceptance Testing, Quality Center
Education
Boston University 2004 — 2004
Project Management Professional (PMP #282705), Project Management Professional (PMP #282705), Certified through Project Management Institute, 2005
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance & Business Administration
Kirsten Mikalson's Fidelity Investments Experience November 2012 - Present
Job VP, Integrated Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments January 2001 - November 2012
Scali, McCabe, Sloves January 1986 - October 1990
Skills
Strategy, Advertising, Financial Services, Integrated Marketing, Mutual Funds, Marketing Strategy, Investments, Analytics, Program Management, Management
Education
Boston University 1997 — 2000
MLA, Gastronomy
The Culinary Institute of America 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Culinary Arts
Cornell University 1981 — 1985
BS, Communications
Fidelity Investments November 2012 - Present
Fidelity Investments January 2001 - November 2012
Scali, McCabe, Sloves January 1986 - October 1990
Skills
Strategy, Advertising, Financial Services, Integrated Marketing, Mutual Funds, Marketing Strategy, Investments, Analytics, Program Management, Management
Education
Boston University 1997 — 2000
MLA, Gastronomy
The Culinary Institute of America 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Culinary Arts
Cornell University 1981 — 1985
BS, Communications
Lisa Novack's Fidelity Investments Experience January 1991 - April 2003
Job Owner/Interior Decorator at LN Interiors
Industry Financial Services
Experience
LN Interiors April 2014 - Present
BEST Boxford Elemenary Schools Trust September 2009 - Present
Georgetown Eye Associates, Inc. October 2009 - April 2014
Fidelity Investments January 1991 - April 2003
Fidelity Portfolio Advisory Services 1996 - 2002
Skills
mutual funds, Retirement Planning, Financial Services, Asset Allocation, Retirement, Relationship Management, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Investment Management, Business Development, Financial Advisory, Interior Decorating, Vision Practice..., Grant Administration, Non-profit Volunteer
Education
North Shore Community College 2006 — 2014
Certificate in Interior Design, Interior Design, 4.0
Boston University 1989 — 1991
Bachelor of Arts (B.A.), Political Science
Pepperdine University 1987 — 1989
BA, Liberal Arts
LN Interiors April 2014 - Present
BEST Boxford Elemenary Schools Trust September 2009 - Present
Georgetown Eye Associates, Inc. October 2009 - April 2014
Fidelity Investments January 1991 - April 2003
Fidelity Portfolio Advisory Services 1996 - 2002
Skills
mutual funds, Retirement Planning, Financial Services, Asset Allocation, Retirement, Relationship Management, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Investment Management, Business Development, Financial Advisory, Interior Decorating, Vision Practice..., Grant Administration, Non-profit Volunteer
Education
North Shore Community College 2006 — 2014
Certificate in Interior Design, Interior Design, 4.0
Boston University 1989 — 1991
Bachelor of Arts (B.A.), Political Science
Pepperdine University 1987 — 1989
BA, Liberal Arts
Marion Berlin's Fidelity Investments Experience March 2007 - September 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Providence College January 2008 - Present
Fidelity Investments March 2007 - September 2007
The Groden Center July 2006 - March 2007
Embolden Design July 2002 - June 2005
Fidelity Investments June 1995 - March 2000
Skills
Databases, Oracle, SQL
Education
Boston University
MS, Computer Science
Bronx High School of Science
P.S. 173
University at Buffalo
BA, English Literature
Providence College January 2008 - Present
Fidelity Investments March 2007 - September 2007
The Groden Center July 2006 - March 2007
Embolden Design July 2002 - June 2005
Fidelity Investments June 1995 - March 2000
Skills
Databases, Oracle, SQL
Education
Boston University
MS, Computer Science
Bronx High School of Science
P.S. 173
University at Buffalo
BA, English Literature
Marc Swirbalus's Fidelity Investments Experience January 2014 - Present
Job IT Product Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2014 - Present
Fidelity December 2011 - December 2013
Fidelity Investments 2006 - November 2011
Skills
SDLC, Requirements Analysis, Agile Methodologies, Requirements Gathering, Vendor Management, Business Analysis, Series 7, Visio, Financial Services, Waterfall, Software Project...
Education
Boston University 2000 — 2001
Certificate Program, Web Page, Digital/Multimedia and Information Resources Design
Suffolk University - Sawyer School of Management 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Fidelity Investments January 2014 - Present
Fidelity December 2011 - December 2013
Fidelity Investments 2006 - November 2011
Skills
SDLC, Requirements Analysis, Agile Methodologies, Requirements Gathering, Vendor Management, Business Analysis, Series 7, Visio, Financial Services, Waterfall, Software Project...
Education
Boston University 2000 — 2001
Certificate Program, Web Page, Digital/Multimedia and Information Resources Design
Suffolk University - Sawyer School of Management 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Maire O'Neill's Fidelity Investments Experience 1989 - 1999
Job Retired
Industry Financial Services
Experience
NYU Silver School of Social Work September 2012 - Present
Goldman Sachs Asset Management April 2000 - July 2011
Fidelity Investments 1989 - 1999
Education
Boston University 1981 — 1985
BS, Accounting
NYU Silver School of Social Work September 2012 - Present
Goldman Sachs Asset Management April 2000 - July 2011
Fidelity Investments 1989 - 1999
Education
Boston University 1981 — 1985
BS, Accounting
Meg Cummings's Fidelity Investments Experience October 1997 - May 2000
Job Administrative Assistant at City of Boston
Industry Government Administration
Experience
City of Boston November 2010 - Present
City of Boston April 2012 - August 2012
City of Boston/Dept. of Neighborhood Development July 2002 - November 2010
City of Boston/Department of Neighborhood Development May 2009 - August 2009
BSC Group February 2002 - June 2002
BSC Group August 2000 - February 2002
Fidelity Investments October 1997 - May 2000
Tynan Community Center July 1992 - August 1997
Boston Volvo Village October 1994 - July 1997
Skills
Policy, Government, Editing, Budgets, Analysis, Training, Leadership, Fundraising, Customer Service, Program Management, Nonprofits
Education
Boston University 2005 — 2008
M.S., Urban Affairs
Bridgewater State University 1995 — 1997
B.A., Communications, Concentration: Communication Disorders, Minor: Psychology
Worcester State University 1993 — 1995
None, Occupational Therapy
City of Boston Training
Project Management
City of Boston November 2010 - Present
City of Boston April 2012 - August 2012
City of Boston/Dept. of Neighborhood Development July 2002 - November 2010
City of Boston/Department of Neighborhood Development May 2009 - August 2009
BSC Group February 2002 - June 2002
BSC Group August 2000 - February 2002
Fidelity Investments October 1997 - May 2000
Tynan Community Center July 1992 - August 1997
Boston Volvo Village October 1994 - July 1997
Skills
Policy, Government, Editing, Budgets, Analysis, Training, Leadership, Fundraising, Customer Service, Program Management, Nonprofits
Education
Boston University 2005 — 2008
M.S., Urban Affairs
Bridgewater State University 1995 — 1997
B.A., Communications, Concentration: Communication Disorders, Minor: Psychology
Worcester State University 1993 — 1995
None, Occupational Therapy
City of Boston Training
Project Management
Martin Steucek's Fidelity Investments Experience August 2011 - August 2012
Job Principal Business Consultant / IT Planner at EMC
Industry Financial Services
Experience
EMC September 2012 - Present
Fidelity Investments August 2011 - August 2012
Fidelity Investments June 2006 - August 2011
Fidelity Investments September 2001 - June 2006
Skills
Quality Assurance, SDLC, Software Quality..., Requirements Analysis, Testing, Project Management, Integration, Management, Business Requirements, Business Analysis, Systems Analysis, Process Improvement, Quality Center, Agile Methodologies, Test Planning, User Acceptance Testing, Program Management, Requirements Gathering, Project Portfolio..., Waterfall, PMP, SOA, Software Project..., Analysis, Regression Testing, PMO, Agile Project Management, Resource Management, Mainframe, ITIL, PPMC, Six Sigma
Education
Boston University 2000 — 2004
Project Management Certificate
Nichols College 1988 — 1992
Bachelor of Science, Business Adminstration
EMC September 2012 - Present
Fidelity Investments August 2011 - August 2012
Fidelity Investments June 2006 - August 2011
Fidelity Investments September 2001 - June 2006
Skills
Quality Assurance, SDLC, Software Quality..., Requirements Analysis, Testing, Project Management, Integration, Management, Business Requirements, Business Analysis, Systems Analysis, Process Improvement, Quality Center, Agile Methodologies, Test Planning, User Acceptance Testing, Program Management, Requirements Gathering, Project Portfolio..., Waterfall, PMP, SOA, Software Project..., Analysis, Regression Testing, PMO, Agile Project Management, Resource Management, Mainframe, ITIL, PPMC, Six Sigma
Education
Boston University 2000 — 2004
Project Management Certificate
Nichols College 1988 — 1992
Bachelor of Science, Business Adminstration
Mona Carbona's Fidelity Investments Experience 1985 - 1999
Job General Manager at Due Mari Altamarea Group
Industry Hospitality
Experience
Altamarea Group December 2013 - Present
Carneira Business Services 2008 - 2012
Campbell College 2007 - 2008
Fidelity Investments 1985 - 1999
Skills
Management, Hospitality Management, Hospitality, Restaurant Management, Marketing, Marketing Strategy, Fine Dining, Marketing Management, Market Research, Event Planning, Strategic Planning, Strategy, Financial Services, Investments, Research, Marketing Communications, Business Strategy, Sales Management, Coaching
Education
Thunderbird School of Global Management 1980 — 1980
Master of Business Administration (M.B.A.), Marketing
Boston University 1975 — 1979
BS in Business Administration, Marketing
Altamarea Group December 2013 - Present
Carneira Business Services 2008 - 2012
Campbell College 2007 - 2008
Fidelity Investments 1985 - 1999
Skills
Management, Hospitality Management, Hospitality, Restaurant Management, Marketing, Marketing Strategy, Fine Dining, Marketing Management, Market Research, Event Planning, Strategic Planning, Strategy, Financial Services, Investments, Research, Marketing Communications, Business Strategy, Sales Management, Coaching
Education
Thunderbird School of Global Management 1980 — 1980
Master of Business Administration (M.B.A.), Marketing
Boston University 1975 — 1979
BS in Business Administration, Marketing
Lauren Commons's Fidelity Investments Experience December 2013 - Present
Job Software Engineer
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments January 2006 - November 2013
Fidelity Management Trust Company 2004 - 2005
Fidelity Capital Markets 2003 - 2004
Systems & Software, Inc 2002 - 2003
Fidelity Capital Markets 2000 - 2001
Verbind 2000 - 2000
iXL 1999 - 2000
Business Technologies 1997 - 1999
Skills
java, Java Enterprise Edition, JSP, Servlets, JavaScript, HTML, css, AJAX, Spring, springmvc, tomcat, unix, linux, HTML 5, CSS3, responsive web design, Object Oriented Design, SQL, Tomcat, SDLC, Web Applications, CSS, SOA, Unix, JUnit, Linux, Agile Methodologies, Java, PMP, Web Design
Education
Boston University
Master's degree, Economics
University of Massachusetts, Amherst
Bachelor's degree, Economics
Fidelity Investments December 2013 - Present
Fidelity Investments January 2006 - November 2013
Fidelity Management Trust Company 2004 - 2005
Fidelity Capital Markets 2003 - 2004
Systems & Software, Inc 2002 - 2003
Fidelity Capital Markets 2000 - 2001
Verbind 2000 - 2000
iXL 1999 - 2000
Business Technologies 1997 - 1999
Skills
java, Java Enterprise Edition, JSP, Servlets, JavaScript, HTML, css, AJAX, Spring, springmvc, tomcat, unix, linux, HTML 5, CSS3, responsive web design, Object Oriented Design, SQL, Tomcat, SDLC, Web Applications, CSS, SOA, Unix, JUnit, Linux, Agile Methodologies, Java, PMP, Web Design
Education
Boston University
Master's degree, Economics
University of Massachusetts, Amherst
Bachelor's degree, Economics
Keith Hale's Fidelity Investments Experience 2003 - 2006
Job Technical Education Consultant at EMC
Industry Information Technology and Services
Experience
EMC 2014 - Present
EMC 2006 - 2014
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2003
Staples 1997 - 1999
Skills
Storage Area Networks, Virtualization, EMC Storage, Microsoft Certified..., Hyper-V, Windows Server, PowerPath, Cloud Architecture, Java, JavaScript, HTML 5, CSS, PHP, AJAX, jQuery, IT Project & Program..., Agile & Waterfall..., Network Architecture, Computer Architecture, Cloud Computing, SAN
Education
Boston University 2012 — 2014
Bachelor's degree
Quinsigamond Community College
Associate's degree
EMC 2014 - Present
EMC 2006 - 2014
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2003
Staples 1997 - 1999
Skills
Storage Area Networks, Virtualization, EMC Storage, Microsoft Certified..., Hyper-V, Windows Server, PowerPath, Cloud Architecture, Java, JavaScript, HTML 5, CSS, PHP, AJAX, jQuery, IT Project & Program..., Agile & Waterfall..., Network Architecture, Computer Architecture, Cloud Computing, SAN
Education
Boston University 2012 — 2014
Bachelor's degree
Quinsigamond Community College
Associate's degree
Michael C. Fondo's Fidelity Investments Experience August 1998 - August 2007
Job Senior Vice President, Tax and Tax Counsel at Audax Group
Industry Financial Services
Experience
Audax Group December 2014 - Present
Audax Group July 2009 - Present
Audax Group September 2007 - July 2009
Fidelity Investments August 1998 - August 2007
Nutter, McLennan & Fish 1998 - 1998
Choate, Hall & Stewart 1995 - 1998
United States Tax Court 1993 - 1995
Sonnenschein Nath & Rosenthal LLP 1990 - 1993
Skills
Private Equity, Tax, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Planners, Corporate Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1990 — 1993
LLM, Tax
Boston University School of Law 1987 — 1990
JD, Law
Boston University Graduate School of Arts and Science 1985 — 1987
MA, International Relations
Boston University 1982 — 1985
BA, Poli Sci
HHS
Audax Group December 2014 - Present
Audax Group July 2009 - Present
Audax Group September 2007 - July 2009
Fidelity Investments August 1998 - August 2007
Nutter, McLennan & Fish 1998 - 1998
Choate, Hall & Stewart 1995 - 1998
United States Tax Court 1993 - 1995
Sonnenschein Nath & Rosenthal LLP 1990 - 1993
Skills
Private Equity, Tax, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Planners, Corporate Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1990 — 1993
LLM, Tax
Boston University School of Law 1987 — 1990
JD, Law
Boston University Graduate School of Arts and Science 1985 — 1987
MA, International Relations
Boston University 1982 — 1985
BA, Poli Sci
HHS
Kristen Ryan's Fidelity Investments Experience March 2014 - Present
Job Director, Managing DirectorRelationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2006 - January 2013
Thorbahn Associates December 2004 - December 2005
The Bostonian Group October 1999 - September 2004
New England Financial 1997 - 1999
Skills
Retirement, Investments, 401k, Qualified Retirement..., Pensions, ERISA, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits
Education
Boston University
Certificate in Financial Planning
Saint Michael's College
Fidelity Investments March 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2006 - January 2013
Thorbahn Associates December 2004 - December 2005
The Bostonian Group October 1999 - September 2004
New England Financial 1997 - 1999
Skills
Retirement, Investments, 401k, Qualified Retirement..., Pensions, ERISA, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits
Education
Boston University
Certificate in Financial Planning
Saint Michael's College
Kristi Galanek's Fidelity Investments Experience April 1998 - December 1999
Job Director of Marketing at Homes for our Troops
Industry Marketing and Advertising
Experience
Homes for our Troops February 2014 - Present
Homes for our Troops June 2012 - Present
Mid-Cape Home Centers June 2010 - March 2012
Catania Hospitality Group May 2008 - June 2010
Wainhouse Research March 2007 - April 2008
Today Mortgage Services April 2002 - April 2007
Fast Company February 2000 - March 2002
Fidelity Investments April 1998 - December 1999
Ingalls Quinn & johnson 1997 - 1998
Skills
Non-profits, Marketing, Social Media Marketing, Nonprofits, Facebook, Marketing Communications, Public Relations, Advertising, Event Management, Social Media, Marketing Strategy, Event Planning, Public Speaking, Budgets, Social Networking, Management, Integrated Marketing, Email Marketing, Strategic Planning, Sales, Fundraising, Leadership
Education
Boston University 1993 — 1997
Bachelor of Science (B.S.), Communications
Marshfield High School 1989 — 1993
Homes for our Troops February 2014 - Present
Homes for our Troops June 2012 - Present
Mid-Cape Home Centers June 2010 - March 2012
Catania Hospitality Group May 2008 - June 2010
Wainhouse Research March 2007 - April 2008
Today Mortgage Services April 2002 - April 2007
Fast Company February 2000 - March 2002
Fidelity Investments April 1998 - December 1999
Ingalls Quinn & johnson 1997 - 1998
Skills
Non-profits, Marketing, Social Media Marketing, Nonprofits, Facebook, Marketing Communications, Public Relations, Advertising, Event Management, Social Media, Marketing Strategy, Event Planning, Public Speaking, Budgets, Social Networking, Management, Integrated Marketing, Email Marketing, Strategic Planning, Sales, Fundraising, Leadership
Education
Boston University 1993 — 1997
Bachelor of Science (B.S.), Communications
Marshfield High School 1989 — 1993
Mary Ann Corcoran's Fidelity Investments Experience January 1996 - December 1997
Job Assistant Vice President at Boston Capital
Industry Real Estate
Experience
Boston Capital July 2010 - Present
Boston Capital January 2003 - July 2010
Fidelity Investments January 1996 - December 1997
Skills
Tax Credits, Affordable Housing, Asset Management, LIHTC, HUD, Real Estate Transactions, Disposition, Real Estate Development, Real Estate Economics, Apartments
Education
Boston University
Boston Capital July 2010 - Present
Boston Capital January 2003 - July 2010
Fidelity Investments January 1996 - December 1997
Skills
Tax Credits, Affordable Housing, Asset Management, LIHTC, HUD, Real Estate Transactions, Disposition, Real Estate Development, Real Estate Economics, Apartments
Education
Boston University
Martin Gourley's Fidelity Investments Experience May 2000 - Present
Job Director at Fidelity
Industry Financial Services
Experience
Fidelity Investments May 2000 - Present
Keane 1993 - 2000
BIS Information Systems 1989 - 1993
Education
Boston University 1999 — 2004
MSc, Computer information systems
Queen's University Belfast 1986 — 1989
BSc, Computer Science / Business Administration
Fidelity Investments May 2000 - Present
Keane 1993 - 2000
BIS Information Systems 1989 - 1993
Education
Boston University 1999 — 2004
MSc, Computer information systems
Queen's University Belfast 1986 — 1989
BSc, Computer Science / Business Administration
Manasi Gangan's Fidelity Investments Experience June 2000 - March 2010
Job Founder & President at Nested Bean Inc.
Industry Consumer Goods
Experience
Nested Bean Inc. February 2012 - Present
Fidelity Investments June 2000 - March 2010
Keane Inc. 1997 - 2000
Datamatics Information Technology Ltd. July 1995 - 1997
Skills
Program Management, Agile Methodologies, Software Project..., Product Management, Business Analysis, Business Planning, Leadership, PMO, Cross-functional Team..., Start-ups, Project Management
Education
University of Mumbai 1991 — 1995
B.E., Computer Science
Boston University
Nested Bean Inc. February 2012 - Present
Fidelity Investments June 2000 - March 2010
Keane Inc. 1997 - 2000
Datamatics Information Technology Ltd. July 1995 - 1997
Skills
Program Management, Agile Methodologies, Software Project..., Product Management, Business Analysis, Business Planning, Leadership, PMO, Cross-functional Team..., Start-ups, Project Management
Education
University of Mumbai 1991 — 1995
B.E., Computer Science
Boston University
Lucia Todd's Fidelity Investments Experience
Job Director Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Process Improvement, Financial Services
Education
Boston University 2001 — 2002
M.Ed., Organizational Behavior
Ithaca College 1990 — 1994
B.S.
Sycamore
Fidelity Investments
Skills
Process Improvement, Financial Services
Education
Boston University 2001 — 2002
M.Ed., Organizational Behavior
Ithaca College 1990 — 1994
B.S.
Sycamore
Kathy Bingham's Fidelity Investments Experience March 2006 - Present
Job Plan Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2006 - Present
Cadence Design Systems June 1998 - December 2004
Skills
Business Analysis, Employee Benefits, Mutual Funds, Visio, Process Improvement, Retirement Planning, Retirement, 401k, Program Management, Vendor Management, Project Management, SDLC, Cross-functional Team..., Investments, Microsoft Excel, Microsoft Office, Leadership, Customer Service, Software Project..., Software Documentation, MS Project, Strategic Planning, Team Leadership
Education
Boston University 2008 — 2010
Master's degree, Project Management
Worcester State University 1977 — 1981
Fidelity Investments March 2006 - Present
Cadence Design Systems June 1998 - December 2004
Skills
Business Analysis, Employee Benefits, Mutual Funds, Visio, Process Improvement, Retirement Planning, Retirement, 401k, Program Management, Vendor Management, Project Management, SDLC, Cross-functional Team..., Investments, Microsoft Excel, Microsoft Office, Leadership, Customer Service, Software Project..., Software Documentation, MS Project, Strategic Planning, Team Leadership
Education
Boston University 2008 — 2010
Master's degree, Project Management
Worcester State University 1977 — 1981
Kevin Lang, PMP's Fidelity Investments Experience June 1994 - September 1998
Job Technology Project Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters October 2012 - Present
HCL Technologies July 2011 - October 2012
Xerox October 1998 - July 2011
Fidelity Investments June 1994 - September 1998
Electronic Data Systems July 1989 - May 1994
Skills
PostScript, Cross-functional Team..., Software Development, Six Sigma, Systems Engineering, Team Management, Requirements Analysis, Product Development, Software Project..., Scrum, Integration, Product Management, Agile Methodologies, Project Management, Program Management, MS Project
Education
Boston University 1995 — 1998
Master's degree, Computer Science
St. John Fisher College 1986 — 1989
Bachelor's degree, Computer Science
Thomson Reuters October 2012 - Present
HCL Technologies July 2011 - October 2012
Xerox October 1998 - July 2011
Fidelity Investments June 1994 - September 1998
Electronic Data Systems July 1989 - May 1994
Skills
PostScript, Cross-functional Team..., Software Development, Six Sigma, Systems Engineering, Team Management, Requirements Analysis, Product Development, Software Project..., Scrum, Integration, Product Management, Agile Methodologies, Project Management, Program Management, MS Project
Education
Boston University 1995 — 1998
Master's degree, Computer Science
St. John Fisher College 1986 — 1989
Bachelor's degree, Computer Science
Nancy Emerson's Fidelity Investments Experience February 2015 - Present
Job at
Industry Human Resources
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments 2011 - Present
Buck Consultants February 2006 - March 2011
Skills
Employee Benefits, Retirement, Performance Management, Pensions, Employee Engagement, Benefits Administration, Human Resources
Education
Teachers College of Columbia University 1999 — 2001
MA, Education
Boston University 1991 — 1994
BS, Business Administration
Fidelity Investments February 2015 - Present
Fidelity Investments 2011 - Present
Buck Consultants February 2006 - March 2011
Skills
Employee Benefits, Retirement, Performance Management, Pensions, Employee Engagement, Benefits Administration, Human Resources
Education
Teachers College of Columbia University 1999 — 2001
MA, Education
Boston University 1991 — 1994
BS, Business Administration
Mary Toulouse Wagner's Fidelity Investments Experience July 1999 - November 2009
Job Independent Consultant
Industry Information Technology and Services
Experience
My Company December 2009 - Present
Fidelity Investments July 1999 - November 2009
Fidelity Investments February 1998 - June 1999
Fidelity Investments February 1997 - February 1998
Fidelity Investments January 1995 - February 1997
Fidelity Investments October 1993 - January 1995
Skills
Call Center, Training, Integration, Avaya, Call Centers, Cisco Technologies, CRM, Project Management, Vendor Management, Outsourcing, Business Analysis
Education
Boston University 1989 — 1993
BA, Sociology
Waterville High School 1985 — 1989
My Company December 2009 - Present
Fidelity Investments July 1999 - November 2009
Fidelity Investments February 1998 - June 1999
Fidelity Investments February 1997 - February 1998
Fidelity Investments January 1995 - February 1997
Fidelity Investments October 1993 - January 1995
Skills
Call Center, Training, Integration, Avaya, Call Centers, Cisco Technologies, CRM, Project Management, Vendor Management, Outsourcing, Business Analysis
Education
Boston University 1989 — 1993
BA, Sociology
Waterville High School 1985 — 1989
Mike Fontanella's Fidelity Investments Experience 1994 - 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Clinical Trial Data Services January 2004 - Present
Fountain Database Design 1997 - 2004
Fidelity Investments 1994 - 1997
Skills
System Design, Database Design, Visual Basic, VB..., SQL Server, MySQL, MS..., Databases, Microsoft SQL Server, Access, PHP, MySQL, Visual Basic, ASP, SharePoint, Program Management, Strategic Planning, Change Management, Management, Team Building, Business Development, Project Management, SQL, HTML, Business Analysis, Business Intelligence, SDLC
Education
Boston University Graduate School of Management 1985 — 1988
MBA/MS, Information Technology
Boston University 1981 — 1985
BS, Journalism
Clinical Trial Data Services January 2004 - Present
Fountain Database Design 1997 - 2004
Fidelity Investments 1994 - 1997
Skills
System Design, Database Design, Visual Basic, VB..., SQL Server, MySQL, MS..., Databases, Microsoft SQL Server, Access, PHP, MySQL, Visual Basic, ASP, SharePoint, Program Management, Strategic Planning, Change Management, Management, Team Building, Business Development, Project Management, SQL, HTML, Business Analysis, Business Intelligence, SDLC
Education
Boston University Graduate School of Management 1985 — 1988
MBA/MS, Information Technology
Boston University 1981 — 1985
BS, Journalism
Nam K Tran, CIS's Fidelity Investments Experience June 2006 - May 2008
Job Senior Business Consultant at Sapient
Industry Financial Services
Experience
Sapient Global Markets September 2014 - Present
JPMorgan Chase January 2013 - September 2014
JPMorgan Chase May 2011 - January 2013
AEGON May 2008 - May 2011
Fidelity Investments June 2006 - May 2008
State Street Bank May 2005 - June 2006
Skills
Microsoft Office, Confluence, Bloomberg, Mutual Funds, Financial Reporting, Accounting, Funding, Fund Accounting, US GAAP, Auditing, Derivatives, Account Reconciliation, Equities, Data Analysis, Financial Analysis, Financial Services
Education
Boston University 2013 — 2015
Master’s Degree, Computer Information Systems
Boston University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sapient Global Markets September 2014 - Present
JPMorgan Chase January 2013 - September 2014
JPMorgan Chase May 2011 - January 2013
AEGON May 2008 - May 2011
Fidelity Investments June 2006 - May 2008
State Street Bank May 2005 - June 2006
Skills
Microsoft Office, Confluence, Bloomberg, Mutual Funds, Financial Reporting, Accounting, Funding, Fund Accounting, US GAAP, Auditing, Derivatives, Account Reconciliation, Equities, Data Analysis, Financial Analysis, Financial Services
Education
Boston University 2013 — 2015
Master’s Degree, Computer Information Systems
Boston University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Natalia Oliveira Doron's Fidelity Investments Experience 1999 - 2007
Job IT Professional
Industry Information Technology and Services
Experience
Fidelity Investments 1999 - 2007
Scudder Investments 1998 - 1999
Keyport Life Ins. - Sunlife Financial 1996 - 1999
Arbella Insurance Group June 1993 - 1996
Skills
Software Project..., Business Analysis, SQL, Software Development, Oracle, Databases, IT Strategy, Management, Data Center, Project Management, Project Planning, Enterprise Architecture, Data Warehousing, Requirements Analysis, Vendor Management, Scrum, SDLC
Education
Boston University 2006 — 2006
Certification in Applied Project Management
University of Massachusetts Dartmouth 1989 — 1993
Bachelors, Information Systems
Fidelity Investments 1999 - 2007
Scudder Investments 1998 - 1999
Keyport Life Ins. - Sunlife Financial 1996 - 1999
Arbella Insurance Group June 1993 - 1996
Skills
Software Project..., Business Analysis, SQL, Software Development, Oracle, Databases, IT Strategy, Management, Data Center, Project Management, Project Planning, Enterprise Architecture, Data Warehousing, Requirements Analysis, Vendor Management, Scrum, SDLC
Education
Boston University 2006 — 2006
Certification in Applied Project Management
University of Massachusetts Dartmouth 1989 — 1993
Bachelors, Information Systems
Moushami Katragadda's Fidelity Investments Experience 2014 - Present
Job Director, Systems Analysis at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2006 - 2014
Fidelity Investments December 2000 - December 2005
Lanco Global May 2000 - June 2001
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Systems Analysis, Visio, Agile Methodologies, Business Requirements, Data Warehousing, SQL, Vendor Management, Data Modeling, Enterprise Architecture, Disaster Recovery, Software Project..., Oracle, Program Management
Education
Boston University 2001 — 2005
Master's degree, Financial economics
IETE 1994 — 1998
Bachelor's degree, Electronics and Communications Engineering Technology/Technician
Fidelity Investments 2014 - Present
Fidelity Investments 2006 - 2014
Fidelity Investments December 2000 - December 2005
Lanco Global May 2000 - June 2001
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Systems Analysis, Visio, Agile Methodologies, Business Requirements, Data Warehousing, SQL, Vendor Management, Data Modeling, Enterprise Architecture, Disaster Recovery, Software Project..., Oracle, Program Management
Education
Boston University 2001 — 2005
Master's degree, Financial economics
IETE 1994 — 1998
Bachelor's degree, Electronics and Communications Engineering Technology/Technician
Mark Abatuno's Fidelity Investments Experience 1997 - 2000
Job Realtor at Jack Conway & Co., Inc
Industry Real Estate
Experience
Jack Conway & Co., Inc Norwell Sales Office ManagerJack Conway & Co., Inc.January 2006 - January 2008
Student Advantage 2000 - 2002
Fidelity Investments 1997 - 2000
Reebok International October 1995 - October 1996
Logic Marine, Durham, NC January 1995 - August 1995
TJX Corporation 1994 - 1995
BJ's Wholesale Club 1992 - 1994
Store 24, Inc. 1983 - 1992
Motor Club of America, Safety Insurance, Aetna Casualty 1977 - 1980
Skills
Listings, Condos, Sellers, Real Estate, Relocation, New Home Sales, Residential Homes, Buyers, Vacation Homes, Selling, Relocation Buyers, Property, Real Estate Transactions, Referrals, Seniors, First Time Home Buyers, Waterfront, ABR, Investment Properties, Buyer Representation, Foreclosures, Single Family Homes, Rentals, Real Property, REO, Townhomes, Short Sales, Commercial Real Estate, Seller Representation, Investors, Luxury, Investments, Move Up Buyers, Home Staging, Corporate Relocation, FHA, National Association of..., New Homes, Real Estate Development, Property Management, Real Estate Marketing, Sales, Listing Homes, Land Development, Real Estate License, Contract Negotiation, Refinance, Real Estate Negotiating, Resellers, Real Estate Financing
Education
Boston University 1973 — 1977
BA, Political Science
LaSalle Academy 1969 — 1973
Diploma, College Preperatory
Jack Conway & Co., Inc Norwell Sales Office ManagerJack Conway & Co., Inc.January 2006 - January 2008
Student Advantage 2000 - 2002
Fidelity Investments 1997 - 2000
Reebok International October 1995 - October 1996
Logic Marine, Durham, NC January 1995 - August 1995
TJX Corporation 1994 - 1995
BJ's Wholesale Club 1992 - 1994
Store 24, Inc. 1983 - 1992
Motor Club of America, Safety Insurance, Aetna Casualty 1977 - 1980
Skills
Listings, Condos, Sellers, Real Estate, Relocation, New Home Sales, Residential Homes, Buyers, Vacation Homes, Selling, Relocation Buyers, Property, Real Estate Transactions, Referrals, Seniors, First Time Home Buyers, Waterfront, ABR, Investment Properties, Buyer Representation, Foreclosures, Single Family Homes, Rentals, Real Property, REO, Townhomes, Short Sales, Commercial Real Estate, Seller Representation, Investors, Luxury, Investments, Move Up Buyers, Home Staging, Corporate Relocation, FHA, National Association of..., New Homes, Real Estate Development, Property Management, Real Estate Marketing, Sales, Listing Homes, Land Development, Real Estate License, Contract Negotiation, Refinance, Real Estate Negotiating, Resellers, Real Estate Financing
Education
Boston University 1973 — 1977
BA, Political Science
LaSalle Academy 1969 — 1973
Diploma, College Preperatory
Michelle Ferragamo's Fidelity Investments Experience May 1993 - Present
Job Sr. Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1993 - Present
Medical Science Partners January 1992 - January 1993
Education
Boston University 2011 — 2011
Certificate of Completion, Business Analysis
Northeastern University 1988 — 1991
Bachelor's degree, Finance, General
Fisher College 1982 — 1984
Associate of Science (AS), Medical/Clinical Assistant
Fidelity Investments May 1993 - Present
Medical Science Partners January 1992 - January 1993
Education
Boston University 2011 — 2011
Certificate of Completion, Business Analysis
Northeastern University 1988 — 1991
Bachelor's degree, Finance, General
Fisher College 1982 — 1984
Associate of Science (AS), Medical/Clinical Assistant
Meg Neron's Fidelity Investments Experience April 2011 - Present
Job Market Data Sourcing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments April 2010 - May 2011
Fidelity Investments January 2009 - May 2010
Wellington Management November 2007 - December 2008
MFS Investment Management October 1996 - October 2007
Skills
Fixed Income, Vendor Management, Asset Managment, Market Data, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Financial Markets, Derivatives, Relationship Management, Mutual Funds, Back Office
Education
Boston University
Education
Salve Regina University
Fidelity Investments April 2011 - Present
Fidelity Investments April 2010 - May 2011
Fidelity Investments January 2009 - May 2010
Wellington Management November 2007 - December 2008
MFS Investment Management October 1996 - October 2007
Skills
Fixed Income, Vendor Management, Asset Managment, Market Data, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Financial Markets, Derivatives, Relationship Management, Mutual Funds, Back Office
Education
Boston University
Education
Salve Regina University
Moe Frechette's Fidelity Investments Experience September 1999 - July 2001
Job IT Director at Cenveo
Industry Paper & Forest Products
Experience
Nashua Corp June 2003 - Present
Fidelity Investments September 1999 - July 2001
Sanmina-SCI July 1995 - September 1999
Freudenberg-NOK May 1989 - July 1995
Wang Labs May 1980 - May 1989
Skills
Process Improvement, Manufacturing, Project Management, Cross-functional Team..., Strategic Planning, Software Development, Systems Analysis, Team Leadership, Product Development, Business Process...
Education
Boston University 1980 — 1982
MBA, Business
University of Massachusetts Lowell 1975 — 1979
BSIT, Engineering
Nashua Corp June 2003 - Present
Fidelity Investments September 1999 - July 2001
Sanmina-SCI July 1995 - September 1999
Freudenberg-NOK May 1989 - July 1995
Wang Labs May 1980 - May 1989
Skills
Process Improvement, Manufacturing, Project Management, Cross-functional Team..., Strategic Planning, Software Development, Systems Analysis, Team Leadership, Product Development, Business Process...
Education
Boston University 1980 — 1982
MBA, Business
University of Massachusetts Lowell 1975 — 1979
BSIT, Engineering
Michael Zaharis's Fidelity Investments Experience 2004 - Present
Job Principal Software Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2004 - Present
Oracle Corporation 1997 - 2004
Education
Boston University Questrom School of Business 1991 — 1993
MBA, Operations
Boston University 1990 — 1993
MS, Manufacturing Engineering
Boston University 1986 — 1989
BS, Manufacturing Engineering
Fidelity Investments 2004 - Present
Oracle Corporation 1997 - 2004
Education
Boston University Questrom School of Business 1991 — 1993
MBA, Operations
Boston University 1990 — 1993
MS, Manufacturing Engineering
Boston University 1986 — 1989
BS, Manufacturing Engineering
Lesley Ochlis's Fidelity Investments Experience 1996 - 1998
Job Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
Kingland Systems Corp 1998 - 1999
Fidelity Investments 1996 - 1998
Fidelity Investments 1993 - 1996
Fidelity Investments 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Program Management, Financial Services, Trading, Securities
Education
Boston University 1985 — 1986
Middlesex Community College
Kingland Systems Corp 1998 - 1999
Fidelity Investments 1996 - 1998
Fidelity Investments 1993 - 1996
Fidelity Investments 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Program Management, Financial Services, Trading, Securities
Education
Boston University 1985 — 1986
Middlesex Community College
Kevin Kirz's Fidelity Investments Experience June 2013 - August 2013
Job Analyst at Finalta
Industry Management Consulting
Experience
Finalta July 2014 - Present
Fidelity Investments June 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Zuk Financial June 2009 - August 2009
Los Angeles County Medical Association June 2009 - August 2009
Skills
Business Analytics, Bloomberg Terminal, Customer Intelligence, Competitive Intelligence, Thomson One Banker, Financial Modeling, Financial Services, ACT!, Salesforce.com, CRM, Employee Benefits, Policy, Wealth Management, Public Policy, Politics, Bloomberg, Sales, Equity Research, New Business Development
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Finance, and Operations & Technology Management
Troy High School 2006 — 2010
Fairmont Prepatory Academy
Finalta July 2014 - Present
Fidelity Investments June 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Zuk Financial June 2009 - August 2009
Los Angeles County Medical Association June 2009 - August 2009
Skills
Business Analytics, Bloomberg Terminal, Customer Intelligence, Competitive Intelligence, Thomson One Banker, Financial Modeling, Financial Services, ACT!, Salesforce.com, CRM, Employee Benefits, Policy, Wealth Management, Public Policy, Politics, Bloomberg, Sales, Equity Research, New Business Development
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Finance, and Operations & Technology Management
Troy High School 2006 — 2010
Fairmont Prepatory Academy
Ken Zannoni, CFP's Fidelity Investments Experience June 1998 - March 2007
Job Managing Director at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management January 2007 - Present
Fidelity Investments June 1998 - March 2007
Skills
Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Investments, Securities, Portfolio Management, Financial Services, Asset Management, Equities, Fixed Income, Hedge Funds, Retirement, Finance
Education
Boston University 2004 — 2006
CFP, Financial Planning Program
University of Massachusetts 1993 — 1997
BS, Finance
Congress Wealth Management January 2007 - Present
Fidelity Investments June 1998 - March 2007
Skills
Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Investments, Securities, Portfolio Management, Financial Services, Asset Management, Equities, Fixed Income, Hedge Funds, Retirement, Finance
Education
Boston University 2004 — 2006
CFP, Financial Planning Program
University of Massachusetts 1993 — 1997
BS, Finance
Matthew Gale's Fidelity Investments Experience July 2013 - December 2013
Job Quant Developer at Grantham, Mayo, Van Otterloo & Co. LLC
Industry Information Technology and Services
Experience
Grantham, Mayo, Van Otterloo & Co. LLC August 2014 - Present
Fidelity Capital Markets January 2014 - August 2014
Fidelity Investments July 2013 - December 2013
Fidelity Investments June 2012 - May 2013
Putnam Investments June 2011 - April 2012
DirectouchPOS July 2010 - September 2011
EHR Scope May 2010 - August 2010
Skills
KDB+, Java, JavaScript, Unix, Agile Methodologies, HTML, MySQL, HTML + CSS, SQL, Software Development, jQuery UI, Haskell, Spring, jQuery, ANSI C
Education
Boston University 2009 — 2013
BA, Computer Science
The Benjamin School 2006 — 2009
Jericho High School 2005 — 2006
Grantham, Mayo, Van Otterloo & Co. LLC August 2014 - Present
Fidelity Capital Markets January 2014 - August 2014
Fidelity Investments July 2013 - December 2013
Fidelity Investments June 2012 - May 2013
Putnam Investments June 2011 - April 2012
DirectouchPOS July 2010 - September 2011
EHR Scope May 2010 - August 2010
Skills
KDB+, Java, JavaScript, Unix, Agile Methodologies, HTML, MySQL, HTML + CSS, SQL, Software Development, jQuery UI, Haskell, Spring, jQuery, ANSI C
Education
Boston University 2009 — 2013
BA, Computer Science
The Benjamin School 2006 — 2009
Jericho High School 2005 — 2006
Lisa Emsbo-Mattingly's Fidelity Investments Experience September 1996 - Present
Job President 20152016; Vice President 20142015 at National Association for Business Economics (NABE)
Industry Financial Services
Experience
Fidelity Investments September 1996 - Present
Skills
Equities, Investments, Asset Allocation, Equity Research, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Financial Modeling
Education
Boston University
Master's degree, Economics
Oberlin College
Bachelor's degree, Economics and Government
Harvard IMW
Fidelity Investments September 1996 - Present
Skills
Equities, Investments, Asset Allocation, Equity Research, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Financial Modeling
Education
Boston University
Master's degree, Economics
Oberlin College
Bachelor's degree, Economics and Government
Harvard IMW
Marissa Hedge's Fidelity Investments Experience
Job SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Investments, Fixed Income, Series 7, Treasury Management, Capital Markets
Education
Boston University
Fidelity Investments
Skills
Investments, Fixed Income, Series 7, Treasury Management, Capital Markets
Education
Boston University
Maria Galarza's Fidelity Investments Experience March 1999 - October 2002
Job Special Assistant and Project Administrator
Industry Education Management
Experience
NEU August 2013 - Present
PwC 2004 - 2013
Fidelity Investments March 1999 - October 2002
Skills
Financial Modeling, Financial Reporting, Internal Controls, IFRS, Financial Accounting, Sarbanes-Oxley Act, Investment Banking, External Audit, Finance, Financial Audits, Process Improvement, Nonprofits, Event Planning
Education
Boston University 2010 — 2012
Master of Science (M.S.), Project Management
Lesley University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NEU August 2013 - Present
PwC 2004 - 2013
Fidelity Investments March 1999 - October 2002
Skills
Financial Modeling, Financial Reporting, Internal Controls, IFRS, Financial Accounting, Sarbanes-Oxley Act, Investment Banking, External Audit, Finance, Financial Audits, Process Improvement, Nonprofits, Event Planning
Education
Boston University 2010 — 2012
Master of Science (M.S.), Project Management
Lesley University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marc Spitzner's Fidelity Investments Experience August 2012 - Present
Job Director, Investment Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments August 2011 - August 2012
Fidelity Investments November 2005 - August 2011
Skills
Financial Services, Business Analysis, Program Management, Management, Project Management, Investments, SDLC, Portfolio Management, Process Improvement, Requirements Gathering, Business Process..., Risk Management
Education
Boston University 1998 — 2002
MS, Information Systems
Marist College 1989 — 1993
BS, Business Finance
Cheshire High School
Fidelity Investments August 2012 - Present
Fidelity Investments August 2011 - August 2012
Fidelity Investments November 2005 - August 2011
Skills
Financial Services, Business Analysis, Program Management, Management, Project Management, Investments, SDLC, Portfolio Management, Process Improvement, Requirements Gathering, Business Process..., Risk Management
Education
Boston University 1998 — 2002
MS, Information Systems
Marist College 1989 — 1993
BS, Business Finance
Cheshire High School
Li Zou's Fidelity Investments Experience June 2012 - August 2012
Job
Industry Financial Services
Experience
Fidelity Investments June 2012 - August 2012
Tibet Summit Industry Company Limited March 2011 - July 2011
Skills
Bloomberg, Haver, FactSet, Datastream, Stata, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Econometrics, Financial Analysis, Equity Research
Education
Boston University 2011 — 2012
MA, Economics
The London School of Economics and Political Science (LSE) 2007 — 2010
BSc, Economics
Fettes College 2005 — 2007
SFLS
Fidelity Investments June 2012 - August 2012
Tibet Summit Industry Company Limited March 2011 - July 2011
Skills
Bloomberg, Haver, FactSet, Datastream, Stata, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Econometrics, Financial Analysis, Equity Research
Education
Boston University 2011 — 2012
MA, Economics
The London School of Economics and Political Science (LSE) 2007 — 2010
BSc, Economics
Fettes College 2005 — 2007
SFLS
Kit O'Meara's Fidelity Investments Experience October 2005 - December 2012
Job Principal Business Systems Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance January 2013 - Present
Fidelity Investments October 2005 - December 2012
Fidelity Investments September 1996 - September 2005
Fidelity Investments September 1995 - September 1996
MANAGEMENT TECHNOLOLGY, INC. September 1991 - September 1995
Price Waterhouse Management Consultants October 1986 - October 1988
U.S. PEACE CORPS October 1983 - October 1985
Skills
Release Management, SDLC, Agile Methodologies, Waterfall, Requirements Gathering, Requirements Analysis, Business Analysis, Software Project..., Vendor Management, Business Requirements, User Acceptance Testing, ITIL, Visio, PMP, Quality Center, Production Support, PMO, Sybase, Incident Management, Agile Project Management, Project Management
Education
Boston University 1990 — 1991
MASTERS DEGREE, Management Information Systems, General
Loyola University New Orleans 1979 — 1983
Bachelor of Business Administration (B.B.A.), ACCOUNTING
Liberty Mutual Insurance January 2013 - Present
Fidelity Investments October 2005 - December 2012
Fidelity Investments September 1996 - September 2005
Fidelity Investments September 1995 - September 1996
MANAGEMENT TECHNOLOLGY, INC. September 1991 - September 1995
Price Waterhouse Management Consultants October 1986 - October 1988
U.S. PEACE CORPS October 1983 - October 1985
Skills
Release Management, SDLC, Agile Methodologies, Waterfall, Requirements Gathering, Requirements Analysis, Business Analysis, Software Project..., Vendor Management, Business Requirements, User Acceptance Testing, ITIL, Visio, PMP, Quality Center, Production Support, PMO, Sybase, Incident Management, Agile Project Management, Project Management
Education
Boston University 1990 — 1991
MASTERS DEGREE, Management Information Systems, General
Loyola University New Orleans 1979 — 1983
Bachelor of Business Administration (B.B.A.), ACCOUNTING
Licia Lima-Pires's Fidelity Investments Experience October 2000 - December 2008
Job Accounting Professional
Industry Accounting
Experience
Fidelity Investments October 2000 - December 2008
John Hancock July 1995 - October 2000
Education
Boston University 2000 — 2002
Master of Science, Financial Economics
Fidelity Investments October 2000 - December 2008
John Hancock July 1995 - October 2000
Education
Boston University 2000 — 2002
Master of Science, Financial Economics
Mary Kate LeCam's Fidelity Investments Experience 2007 - 2008
Job PartTime Reference Librarian at Wellesley Free Library
Industry Libraries
Experience
Wellesley Free Library August 2010 - Present
Mount Ida College September 2011 - April 2013
Fidelity Investments 2007 - 2008
Columbia Management Group 2002 - 2006
State Street Research & Management 2001 - 2002
Squier, Knapp, Dunn 2000 - 2000
United States Trust Company 1999 - 2000
United States Trust Company 1999 - 1999
United States Trust Company January 1995 - 1999
United States Trust Company 1994 - 1995
Skills
Information Literacy, Library, Research, Higher Education
Education
Hamilton College 1990 — 1994
Bachelor of Arts, English Literature
Boston University
Certificate, Financial Planning 2004
Simmons College
Master of Science, Library Science 2011
Wellesley Free Library August 2010 - Present
Mount Ida College September 2011 - April 2013
Fidelity Investments 2007 - 2008
Columbia Management Group 2002 - 2006
State Street Research & Management 2001 - 2002
Squier, Knapp, Dunn 2000 - 2000
United States Trust Company 1999 - 2000
United States Trust Company 1999 - 1999
United States Trust Company January 1995 - 1999
United States Trust Company 1994 - 1995
Skills
Information Literacy, Library, Research, Higher Education
Education
Hamilton College 1990 — 1994
Bachelor of Arts, English Literature
Boston University
Certificate, Financial Planning 2004
Simmons College
Master of Science, Library Science 2011
Kevin Cullen, CFA's Fidelity Investments Experience June 2013 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments June 2013 - Present
Education
Boston University 2011 — 2012
Master's degree, Investment Management
Southern New Hampshire University 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Fidelity Investments June 2013 - Present
Fidelity Investments June 2013 - Present
Education
Boston University 2011 — 2012
Master's degree, Investment Management
Southern New Hampshire University 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Kristin Nicholson's Fidelity Investments Experience February 2002 - December 2010
Job Business Analyst Consultant at Beacon Trust Company
Industry Financial Services
Experience
Beacon Trust Company January 2011 - Present
Fidelity Investments February 2002 - December 2010
Fidelity Investments November 1998 - December 2000
Fidelity Investments July 1994 - October 1998
Fidelity Investments November 1989 - June 1994
Skills
Mutual Funds, Bloomberg, Equities, Series 7, Securities, Portfolio Management, Hedge Funds, Financial Modeling, Trading, Strategic Financial..., Financial Analysis, Investment Strategies
Education
Boston University
Certificate in Financial Planning
Boston University - School of Management
Master of Business Administration (MBA)
Skidmore College
Bachelor of Arts (BA), English Literature
Beacon Trust Company January 2011 - Present
Fidelity Investments February 2002 - December 2010
Fidelity Investments November 1998 - December 2000
Fidelity Investments July 1994 - October 1998
Fidelity Investments November 1989 - June 1994
Skills
Mutual Funds, Bloomberg, Equities, Series 7, Securities, Portfolio Management, Hedge Funds, Financial Modeling, Trading, Strategic Financial..., Financial Analysis, Investment Strategies
Education
Boston University
Certificate in Financial Planning
Boston University - School of Management
Master of Business Administration (MBA)
Skidmore College
Bachelor of Arts (BA), English Literature
Luis Marion's Fidelity Investments Experience June 2006 - November 2007
Job Principal Software Developer at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance February 2008 - Present
Fidelity Investments June 2006 - November 2007
Skills
Java, WebSphere Application..., Java Web Services, WebSphere Integration..., J2EE Application..., WebSphere ESB, Ant, XML, Agile Methodologies, JavaScript, jQuery, Oracle, Gosu
Education
Boston University 2011 — 2014
Master's degree, Computer Science
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor of Science (BSc), Mathematics and Computer Science
Liberty Mutual Insurance February 2008 - Present
Fidelity Investments June 2006 - November 2007
Skills
Java, WebSphere Application..., Java Web Services, WebSphere Integration..., J2EE Application..., WebSphere ESB, Ant, XML, Agile Methodologies, JavaScript, jQuery, Oracle, Gosu
Education
Boston University 2011 — 2014
Master's degree, Computer Science
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor of Science (BSc), Mathematics and Computer Science
Mehdi Abedinejad's Fidelity Investments Experience 2005 - September 2013
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2005 - September 2013
Avanade August 2004 - February 2005
DysAnalytics, Inc November 2002 - June 2004
Skills
Quantitative Analytics, Quantitative Investing, Portfolio Performance..., Performance Attribution, Database Design, Data Modeling, SQL, Programming Languages
Education
Boston University 1978 — 1982
PhD and MA, Computer and Information Sciences, General
Arya Mehr (now Sharif) University of Technology 1968 — 1973
BS, Electrical and Electronics Engineering
Fidelity Investments 2005 - September 2013
Avanade August 2004 - February 2005
DysAnalytics, Inc November 2002 - June 2004
Skills
Quantitative Analytics, Quantitative Investing, Portfolio Performance..., Performance Attribution, Database Design, Data Modeling, SQL, Programming Languages
Education
Boston University 1978 — 1982
PhD and MA, Computer and Information Sciences, General
Arya Mehr (now Sharif) University of Technology 1968 — 1973
BS, Electrical and Electronics Engineering
Michael Patti's Fidelity Investments Experience January 2000 - January 2008
Job Institutional Director
Industry Financial Services
Experience
Schroders July 2015 - Present
BNY Mellon January 2008 - Present
Fidelity Investments January 2000 - January 2008
Fidelity Investments January 1999 - January 2000
Skills
New Business Development, Family Office, Registered Investment..., Private Banking, Presidents Club, Asset Management, CIOs
Education
Boston University
Bachelor of Science (B.S.), Business/Corporate Communications
Schroders July 2015 - Present
BNY Mellon January 2008 - Present
Fidelity Investments January 2000 - January 2008
Fidelity Investments January 1999 - January 2000
Skills
New Business Development, Family Office, Registered Investment..., Private Banking, Presidents Club, Asset Management, CIOs
Education
Boston University
Bachelor of Science (B.S.), Business/Corporate Communications
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank