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
Iron Mountain January 2012 - Present
Fidelity Investments 2001 - 2010
Fidelity Investments 1996 - 2001
USTrust 1992 - 1996
The Trover Company 1989 - 1992
The Kirkland Group 1985 - 1989
Skills
Real Estate, Real Estate Development, Leases, Strategy, Corporate Real Estate, Negotiation, Project Management, Portfolio Management, Team Leadership, Mergers & Acquisitions, Property Management, Disposition, Situational Leadership, Location Intelligence, Thought Leadership, Real Estate Economics, Acquisitions, Leadership, Mergers, Cross-functional Team..., Management, Real Estate Transactions, Organizational..., Dispositions, Commercial Real Estate
Education
Massachusetts Institute of Technology 1984 — 1985
Master of Science in Real Estate, Real Estate Development
Cornell Law School 1981 — 1984
JD, Law
Boston University 1976 — 1980
BA, magna cum laude, Economics
Ocean City High School
High School diploma, College Prep
Invesco Ltd. 2014 - Present
Charles Schwab 2012 - 2014
State Street 2005 - 2012
Fidelity Investments 2000 - 2005
Chase 1999 - 2000
Columbia Management 1997 - 1999
Skills
Securities Regulation, Investment Management, Mutual Funds, ETFs, ERISA, Corporate Law, Stable Value Funds, Financial Services, Board and Corporate..., Legal Compliance, Regulatory Affairs and..., Investment Advisers Act, Collective Investment...
Education
Harvard University
Boston University
Nigerian Law School
University of Ife
Sarah Elizabeth Artistry, LLC March 2011 - Present
Mary Kay Cosmetics November 2007 - September 2011
Concrete + Grace July 2010 - March 2011
Chiara Studios March 2003 - December 2008
Fidelity Investments October 1998 - February 2002
Skills
Wedding Makeup, Bridal Makeup, Makeup Artistry, Beauty Industry, Cosmetics, Photo Shoots, Airbrush, Hair Care, Fashion, Skin Care, Styling, Customer Service, Public Speaking, Makeovers, Glamour, Artistry, Runway, Film, Fashion Shows, Airbrush Makeup, Sales, Parties, Beauty, Wardrobe, Social Networking, Lifestyle, Weddings, Small Business, Photography, Marketing, Stylists, Cosmetology, Gifts, Personal Shopping
Education
Faces Etc. of MN 2010 — 2010
Graduate, Media Makeup Artistry
University of Minnesota-Twin Cities 1994 — 1997
BA, Liberal Arts, Theatre
Boston University 1993 — 1993
BA, Communications
Fidelity Investments June 2013 - August 2013
Hemophilia society bangalore April 2010 - June 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Leadership
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), finance, accounting
Delhi Public School Bangalore north 2003 — 2011
Fidelity Investments March 2014 - Present
Fidelity Investments November 2013 - February 2014
Fidelity Investments January 2011 - October 2013
Fidelity Investments January 2003 - December 2010
Fidelity Investments December 2000 - December 2002
Fidelity Investments December 1998 - December 2000
Fidelity Investments September 1996 - December 1998
Schneider Electric March 1994 - September 1996
Palette Systems May 1989 - May 1994
Nortel February 1987 - May 1989
Education
Boston University 1990 — 1994
MS, Computer Science
University of Massachusetts Boston 1984 — 1988
BS, Computer Science
Boston Technologies Inc February 2010 - Present
Self-Employed October 2008 - February 2010
Boston Trading and Research August 2007 - September 2008
Tradex Swiss AG June 2006 - July 2008
Semman Group April 2002 - February 2006
Giovanni Fleury Investments October 2000 - March 2002
Fidelity Investments July 2000 - December 2000
Scudder Kemper Investments February 2000 - March 2000
Skills
Account Management, Executive Management, MySQL, Salesforce.com, MetaTrader, Trading Systems, English, Arabic, French, Portuguese, Technical Analysis, CANSLIM, Forex Trading, Stock Trading, Equity Options Trading, Foreign Exchange, US Equities, Trading Strategies, FX Options, FX trading, Trading, Electronic Trading, Start-ups, Training, Databases, Currency, Financial Markets, Analysis, Quality Assurance, Commodity, Economics, Equities, Bloomberg, Options, Capital Markets, Hedge Funds, Derivatives
Education
Boston University 1997 — 2000
Bachelor of Arts (B.A.), International Relations
Cairo American College 1993 — 1997
American High School Diploma
Freelance Editorial Services 2002 - Present
Standard & Poor's 2000 - 2002
Pioneer Funds 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
Newsletters, Marketing Communications, Publishing, Editorial, Financial Services, Brochures, White Papers, Content Development, Web Content, Copywriting, Content Management, Editing, Corporate Communications, Journalism, Copy Editing, Publications, Integrated Marketing, Proofreading, Magazines, Marketing, Ghostwriting, Press Releases, Creative Writing, Blogging, Content Strategy, Media Relations, SEO copywriting, Feature Articles, WordPress, Digital Media, Storytelling, Creative Direction, Publicity
Education
Boston University 1981 — 1982
Master of Science (M.S.), Journalism
SUNY at Oneonta 1976 — 1978
Bachelor's degree, Psychology
Akamai Technologies July 2014 - Present
Shawmut Design and Construction September 2013 - July 2014
Tufts Health Plan October 2011 - August 2013
Raytheon January 2011 - June 2011
Lantheus Medical Imaging October 2008 - January 2011
Fidelity Investments April 2006 - June 2008
Fidelity Investments January 2005 - April 2006
Grace Chapel September 2003 - September 2005
Comcast Cable 2004 - 2005
The Gem Group 2003 - 2004
Skills
Organizational..., Organizational..., Change Management, Executive Coaching, Employee Engagement, Employee Relations, Employee Surveys, Employee Recognition, Recruitment/Retention, Leadership Development, Training & Development, Talent Management, Performance Management, Project Facilitation, Talent Acquisition, Executive Search, Human Capital Management, HR Strategy, Workforce Planning, Employer Branding, Organizational Design, Talent Development, Project Management, Management, Process Improvement, Personnel Management, Team Building, Strategic Planning, Coaching, Employee Training, Training, Human Resources, Succession Planning, Recruiting, Strategy, Program Management, Leadership, Organizational..., Management Consulting, Interviews, Onboarding, Consulting, 360 Feedback, Deferred Compensation, Career Development, Staff Development, Employee Benefits, Performance Improvement
Education
Boston University 1998 — 1999
Master's degree, Human Resources Management and Services, GPA: 3.96
Merrimack College 1987 — 1991
Bachelor of Science (B.S.), Marketing
Fidelity Investments September 2013 - Present
Fidelity Investments September 2011 - September 2013
Fidelity Investments August 2010 - September 2011
Fidelity Investments June 2009 - August 2010
Fidelity Investments June 2008 - September 2008
Beth Israel Deaconess Medical Center June 2007 - September 2007
Skills
Performance Management, Talent Management, Onboarding, Workforce Planning, Human Resources, Succession Planning, Employee Relations, Organizational..., Employee Engagement, Outlook, Microsoft Excel, Microsoft Office, HRIS
Education
Boston University 2012 — 2015
Master of Business Administration (M.B.A.)
Skidmore College 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Massachusetts General Hospital August 2007 - Present
Neighborhood Health Plan January 2000 - June 2007
AstraZeneca 1998 - 2000
Parsons 1996 - 1998
Fidelity Investments 1995 - 1996
Dana-Farber Cancer Institute 1990 - 1995
Fidelity Investments 1986 - 1990
Skills
Epic Cadence and..., Revenue Cycle Management, Patient Reported..., Project Management, Business Analysis, Change Management, Access, Vendor Management, Healthcare, Strategic Planning, User Acceptance Testing, Business Strategy, Business Planning, Project Planning, Data Analysis, SharePoint, SQL, MySQL, Management, Program Management, Process Improvement, Visio, Customer Satisfaction, Integration
Education
Worcester Polytechnic Institute 2000 — 2000
Client/Server Technology
Boston University 1980 — 1982
Bachelor of Arts (B.A.), Urban Studies/Affairs
University of Washington 1980 — 1982
MUP, Urban Planning
TIAA-CREF May 2014 - Present
Fidelity Investments April 2012 - Present
Forrester Research September 2013 - March 2014
Wells Fargo Advisors November 2010 - February 2012
Fidelity Investments March 2009 - October 2010
Fidelity Investments (PWI) October 2007 - July 2009
PRF Consulting April 1996 - January 2000
Interactive Data 1978 - 1995
Interactive Data December 1989 - August 1992
Interactive Data Corporation August 1985 - December 1989
Skills
SDLC, Business Analysis, Agile Methodologies, Quality Assurance, Testing, Software Project..., Software Development, Software Documentation, Software Quality..., Project Management, Systems Analysis, Vendor Management, MS Project, Program Management, Requirements Analysis, Process Improvement, SQL, Risk Management, Fixed Income, Mainframe, Team Building, Change Management, Six Sigma, XML, Data Analysis, Product Management, Product Development, PMP, Visual Basic, Disaster Recovery, Business Strategy, User Acceptance Testing, Team Leadership, Automation, Strategic Planning, Platform Delivery..., Process Engineering, C++, Access, Java, DB2, Customer Relations, Problem Solving, Agile, SQL Server, Compliance, Budgeting, Excel, Documentation, Business Management
Education
Boston University
Engineering Computer Science
EY August 2015 - Present
Boston University Questrom School of Business September 2014 - May 2015
Fidelity Investments June 2014 - August 2014
GE Capital June 2013 - August 2013
Boston University Questrom School of Business Department of Strategy and Innovation August 2012 - January 2013
Boston University Dean's Office May 2012 - December 2012
Kumon Math and Reading Center June 2010 - May 2011
Skills
Economics, Marketing, Finance, Social Networking, Event Planning, Teamwork, Research
Education
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science, Business Administration, Concentration: Finance; Minor: Spanish; Magna Cum Laude
duPont Manual Magnet High School 2007 — 2011
Fidelity Investments June 2015 - Present
Stride Rite May 2014 - June 2015
Mullen November 2012 - April 2014
Mullen May 2010 - November 2012
Allen Roche Group January 2010 - May 2010
Allied Integrated Marketing September 2009 - December 2009
Skills
Integrated Marketing, Creative Strategy, Interactive Advertising, Interactive Marketing, Copywriting
Education
Boston University 2006 — 2010
Bachelor of Science (BS), Advertising
IAAS
Examity December 2012 - Present
Brainshark January 2012 - December 2012
Kaplan Test Prep and Admissions January 2010 - January 2012
College Coach May 2006 - December 2009
College Solutions Network 2003 - 2006
Fleet Bank 1999 - 2003
Putnam Investments 1994 - 1999
440 Financial Group 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Strategic Planning, SaaS, New Business Development, CRM, Start-ups, Business Development, Financial Services, Business Strategy, Program Management, Management, Training, Product Marketing, Direct Sales, Strategy, Solution Selling, Leadership, Digital Marketing, Sales Process, Salesforce.com, Lead Generation, Selling
Education
Suffolk University - Sawyer School of Management 1989 — 1991
Executive MBA, Business Administration
Boston University 1977 — 1981
BA, Political Science
Fidelity Investments November 2011 - Present
The CCS Companies February 2008 - August 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
ATG 2003 - 2004
Pioneer Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Financial Services, Lead Generation, Analytics, Marketing Strategy, Integrated Marketing, Cross-functional Team..., CRM, Strategy, Online Advertising, Vendor Management, Start-ups, Management, Leadership, Program Management, Product Management
Education
Boston University 1996 — 1999
MBA, Business Administration and Management, General
Hofstra University 1989 — 1993
BBA, Finance, Psychology
Inc. Magazine December 2014 - Present
Inc. Magazine August 2013 - December 2014
Inc. Magazine/The Build Network April 2012 - August 2013
CFO Magazine March 2000 - April 2012
Fidelity Investments March 1995 - April 1997
InformationWeek Magazine October 1988 - January 1995
Skills
Editing, Writing, Public Speaking, Publishing, Editorial, Content Management, Magazines, Media Relations, Strategic Communications, Publications, Marketing, Market Research, Digital Media, Content Development, Storytelling, Interviews
Education
Boston University 1998 — 2000
M.A., Writing & Literature
University of Massachusetts Boston 1992 — 1995
M.A., English
Emerson College 1980 — 1982
B.S., Journalism
Pellegrini Tech Support Services February 2008 - Present
Fidelity Investments March 1998 - February 2008
Fidelity Investments July 1996 - March 1998
Fidelity Investments February 1986 - July 1996
Skills
Project Management, Operations Management, SQL, Vendor Management, IIS, HTML, Process Improvement, XML, Visio, Program Management, Technical Support, Operational Efficiency, Cloud Computing, Customer Service, Scrum, Software Documentation, Disaster Recovery, Quality Assurance, Leadership, Management, Agile Methodologies, Business Analysis, IT Operations, Systems Analysis, SDLC
Education
Suffolk University 1988 — 1994
MBA, Business Management
Boston University 1981 — 1985
BS, Corporate Public Relations
Braintree High School 1977 — 1981
Comcast June 2015 - Present
Comcast May 2012 - Present
Comcast January 2010 - May 2012
Comcast May 2008 - May 2010
Fidelity Investments January 2007 - February 2008
Fidelity Investments October 2005 - December 2006
Fidelity Investments June 2004 - October 2005
Fidelity Investments November 2003 - June 2004
Fidelity Investments November 2002 - November 2003
Fidelity Investments October 2000 - November 2002
Skills
Talent Management, Project Execution, Strategic Thinking, Business Analysis, Process Improvement, Change Management, Succession Planning, Workforce Planning, Talent Acquisition, Program Management, Leadership, Performance Management, Project Management, Employee Relations, Management, CRM, Onboarding, Strategy
Education
Boston University
Certificate, Project Management
Nashua High School
Rivier College
MBA, Business
University of New Hampshire
Bachelor of Arts, Communications
Private Family Office September 2013 - Present
Webster Capital January 2006 - August 2013
John Hancock Life Insurance Company (U.S.A.) June 2004 - June 2005
AIG June 2002 - June 2004
Fidelity Investments June 1998 - May 2002
Skills
Private Equity, Marketing, Salesforce.com, Insurance, Series 63, CRM Program Management, DealCloud, Charitable Giving, Bookkeeping, Family Office, Life Insurance, 401k, Retirement, Recordkeeping, LP Relationship..., Computer Tech Support, Annual Meetings, Office Management, Research Associate, Risk Management
Education
Endicott College 1999 — 2002
Bachelor Science, Communications
Boston University 1997 — 1998
Fidelity Investments September 2015 - Present
Forrester Research 2014 - 2015
Forrester Research 2012 - 2014
Forrester Research 2011 - 2012
Boston University 2008 - 2009
Wellington Management 2007 - 2008
CITS Travel 2004 - 2007
Shell (China) 2006 - 2006
Skills
Market Research, Data Analysis, Strategy, Quantitative Research, Leadership, Research, Statistics, Analytics, Business Strategy, SPSS, Qualitative Research, Segmentation, Research Design, Survey Design, Report Writing, Customer Experience..., Customer Experience..., Customer Journey Mapping, Persona, Customer Insight, Chinese Culture, China Business..., Competitive Analysis, Marketing, Market Analysis
Education
Boston University 2008 — 2010
Masters of Science, Financial Economics
University of Massachusetts Boston 2003 — 2007
Bachelors of Science, Management
Fidelity Investments 2006 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Education
Boston University 2010 — 2011
Executive MBA, School of Management
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Business Administration (BBA)
ezCater February 2015 - Present
Mustbin August 2014 - January 2015
Mustbin, Inc. June 2013 - August 2014
Fidelity Investments August 2012 - June 2013
Fidelity Investments May 2006 - August 2012
Fidelity Investments February 2000 - May 2006
Skills
XML, JavaScript, Software Engineering, Objective-C, Java, Agile Methodologies, MySQL, HTML, CSS, PHP, SQL, Software Development, Spring, Java Enterprise Edition, C++, Integration, Mobile Applications, C, iPhone, VoIP, UML, Databases, Unified Messaging, Windows, Project Management, Git, Cocoa, TAPI, ClearCase, AJAX, Web Services, Visual Studio, Subversion, jQuery, Swift
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA, Marketing and Innovation & Entrepreneurship
Northeastern University 2001 — 2004
MS, Computer Engineering
Boston University 1996 — 2000
BS, Computer Engineering
Fidelity Investments August 2010 - Present
Veritude/Fidelity March 2010 - September 2010
Veritude/Fidelity May 2009 - December 2009
Fidelity Investment Corp./Systems Architecture group June 2006 - January 2009
SkillSoft Corporation July 2003 - May 2006
Standard and Poors January 2003 - July 2003
AltaWorks May 2000 - October 2001
SkillSoft Corp. September 1999 - May 2000
Mercury Computer Systems. October 1994 - September 1999
Digital Equipment Corporation July 1983 - September 1994
Skills
Websphere, Agile Methodologies, ClearCase, SOA, Solaris, Unix, SDLC, Java Enterprise Edition, Software Development, Ant, Oracle, Web Services, Perl, Architecture, Visual Studio, C#, XML, Java, Shell Scripting, .NET, Rational Team Convert..., RESTful WebServices, Groovy, XSLT, JSP, Web Applications, JUnit, Microsoft SQL Server, Integration, C++, Spring, Python, Eclipse, Core Java, Embedded Systems, Spring Framework
Education
Boston University 1992 — 1997
MS, MS Computer Science
Boston University 1984 — 1991
BS, Computer Science
Gujarat Technical Board 1978 — 1981
Associate, Mechanical Engineering
Farr, Miller & Washington December 2014 - Present
Farr, Miller & Washington October 2014 - Present
Fidelity Investments February 2013 - October 2014
Ameriprise Financial Services, Inc. 2010 - 2012
Deutsche Bank Alex. Brown Private Wealth Management July 2007 - December 2010
Morgan Stanley 2001 - 2007
CAIS Internet 2000 - 2001
United States Merchant Marine Academy 1998 - 2000
Atlanta Committee for the Olympic Games 1995 - 1996
Education
The Johns Hopkins University - Carey Business School 2004 — 2009
Boston University 1992 — 1997
The Hill School
The Johns Hopkins University - Carey Business School
Fidelity Investments May 2011 - Present
Fidelity Investments November 2008 - May 2011
Fidelity Investments September 2007 - June 2008
Skills
Analysis, Mergers & Acquisitions, Corporate Actions, Mutual Funds, Settlement, Fixed Income, Project Management, Business Process, Bloomberg, Equities, Securities, Trading, Software Documentation, Banking, Management, Mergers, Bloomberg Terminal, Economics, Investments, Financial Services
Education
Boston University 2008 — 2008
Project Management
University of Massachusetts, Amherst 2002 — 2007
Bachelor of Arts, Economics, Finance
Fidelity Investments August 2015 - Present
Fidelity Investments February 2015 - August 2015
TownPool.com June 2014 - January 2015
The BU Buzz January 2013 - May 2014
The Nantucket Chronicle June 2013 - August 2013
N Magazine June 2011 - August 2011
Skills
Photography, Blogging, Adobe Creative Suite, Video Editing, Social Media, Photoshop, Editing, Event Planning, Social Networking, Microsoft Office, Social Media Marketing, Illustrator, Public Relations, WordPress, Advertising, InDesign, Staff Management, Marketing Event Planning
Education
Boston University 2010 — 2014
Bachelor of Science (B.S.), Photojournalism
Pomfret School 2008 — 2010
Fidelity Investments May 2015 - Present
WegoWise, Inc. June 2014 - August 2014
Bunker Hill Community College September 2013 - January 2014
Raytheon January 2013 - August 2013
Skills
PowerPoint, Operations Management, Six Sigma, Operational Strategy, Operational Excellence, Security Clearance, Mentoring, Management, Manufacturing, Lean Manufacturing, Troubleshooting, Team Leadership, Leadership, Analysis, Time Management, Data Analysis, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel
Education
Boston University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Corporate Law, Senior
Bunker Hill Community College 2010 — 2013
A.A Business Administration, Finance/Management
Periwinkle Handwovens 1986 - Present
Blue Heron Yarn Studio 2003 - 2008
BankBoston January 1991 - June 1995
League of New Hampshire Craftsmen 1986 - 1987
Fidelity Investments August 1982 - August 1985
Skills
Textile Design, Wovens, Retail, Apparel, Small Business..., Social Media, Weaving, Textiles, Management, Art, Account Management, Marketing Management, Graphic Design, Store Management, Sculpture, Merchandising, Small business..., Photoshop, textile production, Retail Management, Sales, Strategic Planning, Leadership, Event Management
Education
Boston University 1979 — 1981
BA, Geography
Walnut Hill, Natick, MA 1974 — 1976
Rhode Island School of Design
Fiber, Textile and Weaving Arts
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
Ameriprise Financial December 1996 - Present
Polaroid September 1991 - November 1996
BayBank June 1989 - May 1991
Fidelity Investments June 1986 - May 1989
Skills
Finance, Investments, Financial Planning, Insurance, Leadership, Series 7, Mutual Funds, Retirement, Asset Allocation, Microsoft Office
Education
Boston University 1982 — 1986
Bachelor of Science in Business Administration, Accounting
Fidelity Investments August 2015 - Present
WithumSmith+Brown November 2013 - August 2015
PwC July 2012 - October 2013
PwC June 2011 - August 2011
Bark & Co Solicitors February 2011 - April 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Boston University Students and Scholars September 2009 - April 2010
A & B Cleaners July 2006 - September 2008
Skills
Accounting, Financial Analysis, Internal Controls, Finance, PowerPoint, Microsoft Excel, Auditing, Financial Reporting, Financial Modeling
Education
Boston University - School of Management 2008 — 2012
Accounting & Management Information Systems; Political Science
Boston University
Cape Ann Animal Aid, Christopher Cutler Rich Animal Shelter August 2014 - Present
Fidelity Investments April 2014 - Present
Boston University 2014 - Present
Rebecca Hildreth Photography 2011 - Present
Arts and Business Council August 2013 - December 2013
Sundays June 2010 - August 2011
Irish International Immigrant Center June 2009 - August 2009
Skills
Photography, Social Media, Blogging, Journalism, Editorial, Facebook, Digital Photography, Social Media Marketing, Editing, Public Relations, New Media, Newspaper, Press Releases, InDesign, Photoshop, Video Production, Social Networking, Final Cut Pro, Video, Media Relations
Education
Boston University 2009 — 2013
Bachelor of Science (BS), Photojournalism, International Relations (focus on security studies)
Massachusetts College of Art 2013 — 2013
Graphic Design
Fidelity Investments February 2008 - Present
Free Lance Art Historian September 2006 - Present
Institute of Contemporary Art/Boston 2006 - January 2008
Institute of Contemporary Art/Boston 2005 - 2006
Skills
Museums, Contemporary Art, Curating, Art History, Research, Art, Writing, History, Teaching, Volunteer Management, Visual Arts, Collections Management, Blogging, Arts Administration, Lecturing, Museum Collections, Cultural Heritage, Community Outreach, Editing, Nonprofits, Photography, Art Exhibitions, Books, Galleries, Grant Writing, Fine Art, Museum Education, History of Art, Cataloging, Exhibit Design
Education
Sotheby's Institute of Art London 2004 — 2005
M.A., Contemporary Art History
Boston University 1998 — 2000
M.S., Arts Administration
Saint Michael's College 1988 — 1992
B.A., History
Sirius XM Radio Inc. November 2013 - Present
Agero, Inc. 2008 - October 2013
ATX Group August 2005 - 2008
ATX Group 2000 - 2005
Micrografx 1997 - 2000
Fidelity Investments 1994 - 1997
A. C. Nielsen 1991 - 1993
Skills
Telematics, Enterprise Architecture, SaaS, Cloud Computing, Strategic Planning, Software Engineering, Business Intelligence, Vehicles, Start-ups, Wireless, Solution Architecture, Mobile Devices, Management, Enterprise Software, Product Management, Automotive, Leadership, Integration, Cross-functional Team..., Team Building, Vendor Management, Agile Methodologies, Software Project..., Software Development, Product Development, Program Management, Telecommunications, CRM, Business Strategy, Business Development, Analytics, Architectures, SDLC, Mobile Applications, IT Strategy, Executive Management, Requirements Analysis, Strategy, System Architecture, Strategic Business...
Education
Boston University 2010 — 2010
CIO Pocket MBA, Business Strategy and Information Technology, School of Management
CIO Executive Council 2010 — 2013
CIO Program, Business Technology Leadership
Texas A&M University 1989 — 1991
M.S., Engineering
Texas A&M University 1986 — 1989
B.S., Engineering
DeBruyckere Law Offices, P.C. August 2015 - Present
Fidelity Investments September 2013 - February 2015
Fidelity Investments October 2011 - September 2013
Sports Media 101 June 2011 - September 2012
United States House of Representatives March 2010 - January 2011
Rockingham Park June 2001 - September 2009
New Hampshire Democratic Party September 2008 - November 2008
Boston University September 2004 - May 2008
Skills
Blogging, Editing, Video, Press Releases, Politics, Leadership, Government, Social Media Marketing, Research, Customer Service, Marketing
Education
Boston University 2015 — 2015
Paralegal Certification
Boston University 2004 — 2008
Bachelor of Arts, English, Political Science
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
Cataldo Ambulance Service Inc. June 2015 - Present
Fidelity Investments June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Biology
Boston University
Fidelity Investments September 2014 - Present
Fidelity Investments April 2007 - Present
Amercian Express Financial Advisors 2003 - 2005
Skills
Series 7, Financial Planning, Process Improvement, Project Implementation, Project Management, Investment Advisory, Investments, Strategic Financial..., Securities, Asset Management, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Series 63
Education
Boston University 1996 — 2000
Verizon Enterprise Solutions 2013 - Present
Thomson Reuters 2010 - 2013
Fidelity Investments 2007 - 2010
ManageSoft 2005 - 2007
Collective Technology Group, LLC (aquired by Accenture) 2002 - 2005
Morgan Stanley 2002 - 2004
Sprint Nextel,S 1996 - 2003
Skills
Integration, ITIL, IT Strategy, Data Center, Cloud Computing, Unix, PMP, SDLC, Enterprise Architecture, IT Management, Vendor Management, VMware, Telecommunications, Information Technology, Program Management, Cyber-security, IT Service Management, IT, Server Administration, Systems Engineering, Microsoft Exchange, Network Engineering, IT Security Policies &..., Solaris, Agile Project Management, Test Driven Development, Project Management, IT Project & Program..., IT Operations, IBM Tivoli, UML, Object Oriented Design, Wireless, Financial Services, Government, Pre-Sales Technical..., Client Server..., Veritas Storage..., Backup Solutions, Global Management, Enterprise Software, Management, SaaS, Security, Business Intelligence, Agile & Waterfall...
Education
Boston University
Master's degree, Computer Information Science
Boston University 2008 — 2009
Certificate, Advanced Project Management
Salem State University
BBA, Busines - MIS and Operations Management
Fidelity Investments September 2013 - Present
Fidelity Investments August 2011 - September 2013
Fidelity Investments June 2010 - August 2011
Fidelity Investments June 2006 - June 2010
Fidelity Investments August 2005 - August 2006
Fidelity Investments August 2002 - October 2005
Fidelity Investments June 1997 - March 2001
Fidelity Investments August 1995 - June 1997
Deloitte April 1990 - August 1995
Skills
Management Consulting, Vendor Management, Financial Modeling, Strategic Financial..., Investments, Strategic Planning, Management, Financial Analysis, Financial Services, Mutual Funds
Education
Boston University 1987 — 1989
Master of Business Administration (M.B.A.)
Boston University 1986 — 1989
Master of Arts (M.A.), International Relations and Affairs
Capital Market Exchange April 2011 - April 2014
Arrowstreet Capital November 2010 - April 2011
Geode Capital August 2004 - July 2010
GCI Ltd, London UK May 2007 - January 2009
Fidelity Investments January 1998 - August 2004
Skills
Java, R, Machine Learning, Objective-C, Quantitative Finance, Software Engineering, Software Project..., Capital Markets, Equities, Software Development, Big Data, Textual Analysis, Algorithms, Data Mining, Hedge Funds, SQL, Quantitative Analytics, Architecture, Distributed Systems, Trading Systems, Investments, Hadoop, Trading, Perl, Python, C#, Market Data, Financial Risk, Fixed Income, JavaScript, MySQL, Strategy, Agile Methodologies, Electronic Trading, Ruby on Rails, Statistical Modeling, Ruby, RapidMiner, Unix, Software Design, Analytics, French
Education
CQF, quantitative finance 2007 — 2008
CQF, London UK, Quantitative Finance
Boston University
Master of Science (M.S.), Computer Science
Harvard University
Master of Arts (MA), Managment
Northeastern University
Bachelor of Science (BS), Electrical Engineering
Credit Suisse February 2015 - Present
Scotiabank May 2013 - February 2015
Ullink October 2011 - April 2013
Barclays Investment Bank January 2010 - October 2011
JPMorgan Chase May 2007 - December 2009
Fidelity Investments August 2006 - May 2007
State Street Global Markets / Investors Bank & Trust March 2004 - August 2006
Oracle 2003 - 2004
United Software Solutions (India) June 1998 - July 2000
Skills
Business Analysis, Fixed Income, Series 63, Series 6, Electronic Trading, Equities, Prime Brokerage, Fidessa, Quality Assurance, Project Management, Unix, Bloomberg TOMS, Front Office, Middle Office, Back Office, Compliance, Smart Order Routing, Algorithmic Trading, Derivatives, EMEA, Routing, Trading Systems, Trading System, Informatica, PMP, Series 26, Financial Services, Integration, Equity Trading, Order Management, SDLC, Series 7, Trading, Market Data, Swaps, Equity Derivatives, Commodity, Options, Securities, Exchange Connectivity
Education
Scrum Alliance
CSM, Certified Scrum Master
Securities Licenses
Series 3, 6, 7, 26, 63 and 65
Project Management Institute (PMI)
PMP, Project Management Professional
Boston University
Oracle DBA, Oracle Database Administration
Syracuse University
MS, Computer Science
University of Madras
BE, Computer Science
Fidelity Investments December 2013 - Present
Fidelity Investments January 2010 - December 2013
Fidelity Investments January 2008 - January 2010
Fidelity Investments September 2006 - December 2007
Fidelity Investments January 2005 - September 2006
Skills
Event Planning, Internal Communications, Marketing Communications, Corporate Communications, Social Media, Strategic Communications, Financial Services, Event Management
Education
Boston University 2000 — 2004
B.S., Communication
Radnor High School
State Street Bank March 2013 - Present
State Street Bank July 2007 - March 2013
Investors Bank & Trust 2000 - 2007
Fidelity Investments 1998 - 2000
Skills
Mutual Funds, Securities, Fixed Income, Series 63, Asset Managment, Series 7, Alternative Investments, Investments, Hedge Funds, Financial Services, Bloomberg, Investment Management
Education
Simmons College - Simmons School of Management 2004 — 2007
MBA
Boston University
BA, Political Science
Fidelity Investments July 2011 - Present
Fidelity Investments September 2006 - July 2011
Education
Simmons College 2008 — 2011
Masters, Library and Information Science
Boston University 2002 — 2006
John Hancock Financial Network May 2008 - Present
First Marblehead Education Resources 2006 - 2008
First Marblehead November 2006 - September 2007
Commonwealth of Massachusetts March 2006 - September 2006
John Hancock Financial Services 2002 - 2005
John Hancock 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1989 - 1993
Filenes 1987 - 1989
Education
Boston University
B.S., Management Studies: Computer Information Systems
University of Massachusetts Boston
Edelman Financial Services September 2013 - Present
TIAA-CREF January 2012 - August 2013
Fidelity Investments January 2006 - January 2012
United States Marine Corps August 1998 - August 2007
Edward Jones January 2004 - September 2004
Education
Boston University 1999 — 2002
MS, Business Administration
Vanderbilt University 1994 — 1998
BA, Economics and History
South Kingstown High School 1989 — 1993
Merrimack College
Certificate, Financial Planning
NAN Holdings 2007 - Present
Travelers Marketing September 1994 - Present
Affiliated Investments 1993 - Present
BostonNOW 2007 - 2008
amNewYork 2003 - 2006
Metro Boston April 2001 - August 2003
Fidelity Investments 1993 - 1996
TAB Newspapers 1979 - 1993
Skills
Social Media Marketing, Digital Strategy, Newspapers, Publishing, Editorial, Digital Media, Advertising, Social Media, Journalism, Media Relations, Management, Advertising Sales, New Media, Magazines, Online Advertising, Start-ups, Newspaper, New Business Development, Digital Marketing, Marketing, Microsoft Publisher, Blogging, Storytelling, Public Speaking, Email Marketing, Web Analytics, Marketing Strategy, Online Marketing, Media Buying, Public Relations, WordPress, Editing, Press Releases, Integrated Marketing, Facebook, Media Planning, Copywriting, Publications, SEM, Web Content, SEO, Copy Editing
Education
Boston University 1965 — 1969
Bachelor of Arts (B.A.), Government & History
Fidelity Investments June 2012 - Present
Fidelity Investments December 2008 - June 2012
Fidelity Investments September 2006 - December 2008
Raytheon Company 2005 - 2006
Education
Boston University 1992 — 1994
Kona Ice Corporate January 2012 - Present
Kona Ice of Raleigh May 2010 - Present
Fidelity Investments - FHRS Implementation 2008 - May 2010
Fidelity Investments November 2006 - March 2008
Fidelity Investments March 2005 - July 2006
Commonwealth of Massachusetts 1991 - 2000
Skills
Project Management, Data Analysis, Defined Benefit, Management, Process Improvement, Strategic Planning, Customer Service, Budgets, Microsoft Office, New Business Development, Leadership, Risk Management, Sales, Team Management, Human Resources, Business Development, Strategy, Coaching, Marketing
Education
Boston University 1997 — 2000
Computer Information Systems
Salem State College 1992 — 1994
Masters in Social Work
Slippery Rock University of Pennsylvania 1984 — 1988
B.S., Mental and Social Health Services and Allied Professions
Akamai Technologies March 2015 - Present
United Natural Foods October 2014 - January 2015
Wellington Management group Marlborough, MA July 2014 - September 2014
Bank of America August 2012 - July 2014
DRS Technologies Inc October 2011 - August 2012
Citizens Bank May 2011 - September 2011
TJX Companies February 2007 - May 2011
Fidelity Investments February 2007 - April 2007
Mack Technolgies Inc February 1995 - May 2006
Skills
Budgets, CISSP, Vendor Management, Team Building, Project Planning, Business Intelligence, Vulnerability Management, Information Security..., Project Management, Data Center, Strategy, Process Improvement, Management, Security, Information Technology, Information Security, Software Documentation, System Administration, Computer Security, Vulnerability Assessment, PCI DSS, Analysis, Disaster Recovery, Data Security, IDS, Network Security, Intrusion Detection, ISO 27001, Infrastructure, Business Continuity, Application Security, IT Strategy, IT Audit, Data Privacy, Identity Management, IT Management, Information Assurance, CISA, Encryption, Enterprise Architecture, Security Audits, Security Awareness, Virtualization, Security Architecture..., Incident Management, VPN, Penetration Testing, Computer Forensics, ITIL, Firewalls
Education
Boston University
St. Peter's Health Partners February 2013 - Present
Parsons Child and Family Center & Northeast Parent and Child Society 2012 - 2013
Parsons Child and Family Center 2009 - 2013
Dartmouth College 2008 - 2009
Fidelity Investments 1995 - 2007
Northeastern University 2005 - 2006
Boston University 2004 - 2005
National Bureau of Economic Research (NBER) 1996 - 1999
Skills
Fundraising, Financial Planning, Quantitative Analysis, Research, Non-profits, Public Relations, Program Development, Marketing Communications, Strategic Financial..., Management, Nonprofits, Training, Annual Giving, Grant Writing, Volunteer Management, Community Outreach, Philanthropy, Public Speaking
Education
University of Notre Dame 1992 — 2003
Ph. D, Psychology
Boston University 1999 — 2001
CFP Program, Financial Planning
Peking University 1987 — 1991
BA, English Language & Literature with MIS Minor
Fidelity Investments May 2009 - Present
Fidelity Investments April 2005 - May 2009
State Street 1999 - 2005
Skills
Information Security, Business Continuity, Business Analysis, Program Management, Process Improvement, Security, Financial Services, Disaster Recovery, PMP, Information Technology, Visio, CISSP, Project Management, Financial Risk, Risk Assessment, ITIL, Requirements Analysis, External Audit, Control Testing, IT Risk Management, ISMS, ISO 27001 Lead Auditor, ISO 27001, Internal Audit, Executive Reporting, Incident Management, CISA, IT Management, IT Audit, IT Strategy, Risk Management
Education
Boston University 2004 — 2004
Project Management Certificate
Westfield State University 1995 — 1999
Bachelor or Arts, European History
National University of Ireland, Maynooth 1997 — 1997
European History
TIAA-CREF February 2007 - Present
TIAA-CREF July 2004 - February 2007
Bank of America August 2003 - July 2004
Evergreen Investments 1997 - 2004
Wachovia December 1997 - July 2003
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Investments, Series 63, Financial Services, Retirement, Investment Advisory, Fixed Annuities, Separately Managed..., ETFs, Fund Of Funds, Asset Managment, Asset Allocation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Risk Management, Investment Strategies, Asset Management
Education
Boston University 1988 — 1992
BA, Business Administration
Garfinkle Design June 1987 - Present
Nina June 2004 - Present
LivableStreets Allliance 2007 - Present
WalkBoston 1999 - Present
Mullen Advertising 2005 - April 2009
Digitas 1998 - 2004
Fidelity Investments 1998 - 2002
Pamet River Partners 1996 - 1998
Skills
Graphic Design, Corporate Identity, Logo Design, Direct Mail, Art Direction, Brochures, Branding & Identity, Collateral, Advertising, Visual Communication, Marketing, Brand Development, QuarkXPress, Typography, Concept Development, Corporate Branding, Creative Direction, Graphics, Non-profit Leadership, Layout, Creative Strategy, Interaction Design, Non-profit Board...
Education
Boston University 1980 — 1984
BFA, Graphic Design
Catholic Investment Services, Inc. September 2013 - Present
PCJ Advisory Services 2009 - 2013
Fidelity Investments 2011 - 2012
Apax Partners 2006 - 2009
Heritage Partners 1999 - 2006
BankBoston 1978 - 1998
Skills
Private Equity, Financial Services, Portfolio Management, Management, Executive Search, Due Diligence, Mergers, Valuation, Finance, Investments, Venture Capital, Hedge Funds, Investment Banking, Financial Modeling, Start-ups, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
Dartmouth College
Boston University
Jae Communications August 1994 - Present
Fidelity Investments June 1992 - August 1994
Education
Boston University 1991 — 1995
M.S., Journalism and Broadcast Journalism
Cornell University
Fidelity Investments 2008 - Present
Fidelity 2000 - 2008
State Street Bank 1987 - 2000
State Street 1987 - 2000
Skills
Marketing Communications, Marketing, Series 63, Financial Services, Mutual Funds, Direct Marketing, Marketing Strategy, Analytics, Integrated Marketing, Email Marketing, Social Media Marketing, Relationship Management
Education
Boston University 1985 — 1987
Master of Science (MS), Public Relations/Image Management
The George Washington University 1981 — 1985
Bachelor of Arts (BA), Communication, General
Datawatch August 2008 - Present
Hewlett-Packard November 2002 - August 2008
Fidelity Investments February 2003 - July 2003
BayBank 1995 - 2000
Skills
Enterprise Architecture
Education
Boston University 1995 — 2000
Fidelity Investments April 2010 - Present
Fidelity Investments 2004 - May 2010
Fidelity Investments 2004 - 2005
Fidelity Investments 1996 - 2004
Data General 1994 - 1996
Data General 1993 - 1994
Data General 1987 - 1993
Education
Boston University
MBA, General Management
Colby College 1976 — 1980
Hurst and DeGraffenried Wealth Management April 2008 - Present
Fidelity Investments November 1997 - April 2008
Education
Boston University 2001 — 2004
Masters, Administrative Studies
Lucarelli Tactical Group June 2013 - Present
Fidelity Investments July 2011 - June 2013
The Cincinnatian Hotel January 2010 - January 2011
The Cincinnatian Hotel 2009 - 2010
The Ritz-Carlton Hotel Company LLC October 2008 - June 2009
Sony Music Entertainment May 2007 - September 2007
The Ritz-Carlton Hotel Company LLC May 2007 - September 2007
Skills
Training, Marketing, Leadership, Process Improvement, Business Development, Analysis, Customer Service, Social Media, Budgets, Advertising, Customer Satisfaction, Accounting, Hotels, Human Resources, Payroll
Education
Xavier University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Boston University 2005 — 2009
Bachelor of Science (B.S.), Hospitality Administration/Management
Cincinnati Country Day School 2001 — 2005
Breckinridge Capital Advisors July 2010 - Present
Eaton Vance January 1999 - September 2003
Fidelity Investments June 1995 - January 1999
Skills
Wealth Management, Equities, Series 7, Retirement Planning, Securities, Strategic Financial...
Education
Boston University 1996 — 2000
MBA, Business
Providence College 1988 — 1992
BS, Marketing
American Tower May 2011 - Present
Staples January 2010 - April 2011
Fidelity Investments July 2006 - February 2009
Fidelity Investments July 2002 - July 2006
Fidelity Investments May 2000 - June 2002
Fidelity Investments January 1996 - April 2000
Skills
Business Analysis, Program Management, Forecasting, PMP, Management, Finance, Information Technology, Financial Reporting, Business Process..., Analysis, Vendor Management, Business Process, Process Improvement, Business Intelligence, SDLC
Education
Keene State College 1986 — 1990
BS, Economics
Boston University
Certificate, Project Management
Boston Public Schools 2014 - 2015
State Street Bank April 2006 - April 2012
State Street Bank July 2000 - April 2006
Fidelity Investments April 2000 - July 2000
Kennex Shipping Ltd, Hong Kong June 1993 - June 1995
Skills
Access, Microsoft Office, Visual Basic, Java, JavaScript, Crystal Reports, SQL, VBA, Visio, VB.NET, FrontPage, Microsoft SQL Server, Business Analysis, Analysis, Databases, Management, SDLC, Data Analysis, Microsoft Excel, Process Improvement, Business Requirements, T-SQL, Project Management, Troubleshooting, Research, Requirements Gathering, Database Administration, Requirements Analysis, Quality Assurance, Oracle, Business Intelligence, Software Documentation, Microsoft Word, HTML, Software Development, Technical Support
Education
New Horizons Computer Learning Centers 2013 — 2014
MCSA SQL Server 2008 (in process), Computer Career Programs
Boston University 2001 — 2002
Client/Server Development Certificate, Computer Career Programs
University of Massachusetts Boston 1995 — 2000
Bachelor's Degree, Finance & Management of Information Systems (MIS)
Citi October 2012 - March 2013
Prudential Financial September 2011 - September 2012
BNY Mellon January 2011 - August 2011
Accenture November 2009 - December 2010
Citi January 2008 - May 2009
Societe Generale America Operations January 2007 - December 2007
AIG July 2006 - December 2006
CheckFree Investment Services January 2006 - June 2006
Fidelity Investments January 2005 - December 2005
E*TRADE Financial January 2004 - December 2004
Skills
Investment Banking, Portfolio Management, Wealth Management, Requirements Gathering, Project Management, BRD, RIA, Access, Visio, Equities, Capital Markets, Derivatives, Financial Services, Banking, Business Analysis, Trading Systems, Financial Markets, Options, Insurance, Previously held Series..., FRD, Use Case, System..., Clearance & Settlement..., ARIS Business Process..., Microsoft SQL Server, Financial Firms Front,...
Education
Golden Gate University 2010 — 2015
MS, Taxation
Boston University 2004 — 2004
CMFS, Certified Mutual Fund Specialist
Manhattan College 1998 — 2000
MBA, Finance and Financial Management Services
Manhattan College 1991 — 1994
B.S., Finance and Economic
Laguardia Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Mathematics
Fidelity Investments September 2010 - Present
Fidelity Investments December 2001 - September 2010
Naviant November 1998 - November 2001
Information Access Company/Automotive Information Center August 1995 - November 1998
MedAccess Inc May 1994 - August 1995
Education
Boston University 1994 — 1996
MS, Computer Science
Boston University 1987 — 1991
BA, Mathematics
Fidelity Investments April 2014 - Present
Fidelity Investments January 2011 - April 2014
Peabody Essex Museum February 2009 - January 2011
Wellington Management February 2006 - December 2008
Miller Block Gallery June 2005 - February 2006
Alpha Gallery June 2005 - February 2006
Museum of Fine Arts, Boston October 2005 - January 2006
Boston Photo Collaborative June 2004 - August 2004
Jacob's Pillow Dance Festival June 2003 - August 2003
Skills
Records Management, Copyright Law, Museums, Art History, Art, Administrative..., Arts Administration, Museum Collections, Cataloging, FileMaker, Curating, Non-profits
Education
Boston University 2006 — 2008
MS, Arts Administration
Williams College 2001 — 2005
BA, Art
OneWorld April 1994 - Present
Gerson Lehrman Group December 2005 - Present
Fidelity Investments November 1987 - October 1992
Education
Boston University 1980 — 1984
BA, POLITICAL SCIENCE
University of Utah 1986 — 1990
MASTERS IN PUBLIC ADMINSTRATION
MFS Investment Management July 2015 - Present
Boston University January 1992 - Present
Putnam Investments August 2007 - June 2015
Putnam Investments August 2007 - March 2011
Deloitte & Touche LLP June 2004 - August 2007
Deloitte & Touche LLP January 2004 - August 2007
Deloitte September 1996 - August 2007
Fidelity Investments 2005 - 2007
Deloitte Consulting September 2003 - January 2004
Deloitte & Touche September 2001 - September 2003
Skills
Internal Controls, Internal Audit, Auditing, Financial Services, Mutual Funds, Sarbanes-Oxley, Financial Reporting, Financial Modeling, Financial Analysis, IFRS, Sarbanes-Oxley Act, Accounting, Process Improvement, Strategy, General Ledger, Risk Assessment, Management, Leadership, Portfolio Management, Risk Management, Corporate Finance, Enterprise Risk..., Due Diligence, Finance, Business Process..., Mergers & Acquisitions, Financial Accounting, Managerial Finance, Financial Risk, Management Consulting, Strategic Financial..., Valuation
Education
The Partnership Inc. 2010 — 2011
Next Generation Executive (NGE) Program, Executive Development Program
Deloitte & Touche LLP 2005 — 2006
Breakthrough Leadership Program (BLP) and BLP Think Tank, Leadership Development Program
The Partnership Inc. 2005 — 2005
Boston Fellows Program, Leadership Development Program
Boston University 1992 — 1993
MSA, Administration/Organizational Policy
Boston University 1991 — 1991
MSBA, Business Administration
University of Ghana 1987 — 1990
BSc. Admin, Administration/Accounting Option
Wa Secondary School 1979 — 1986
GCE, Business
Fidelity Investments December 1998 - Present
Keane 1997 - 1998
Parity solutions 1987 - 1997
Lloyds TSB Bank plc 1987 - 1989
Skills
DB2, CICS, VSAM, MVS, TSO, ISPF, JCL, Fileaid, z/OS, IBM Mainframe, COBOL, IBM Utilities
Education
Boston University 2000 — 2003
BSc, Computer Science
University of Ulster 1985 — 1987
HND, Computer Science
Loreto College 1978 — 1985
Fidelity Investments June 1998 - December 2014
Bull Information Systems January 1988 - June 1998
Skills
Process Improvement, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Business Process..., Benefits Administration, CRM, Project Management, Requirements Gathering
Education
Boston University 1983 — 1987
BA, Biology
Voya Financial June 2012 - Present
Bank of America Merrill Lynch July 2010 - May 2012
Fidelity Investments August 1990 - July 2010
Education
Boston University 1986 — 1990
BA, Economics & Mathematics
Paul's Wicked Awesome Remodeling Company May 2014 - Present
Citizens Bank November 2013 - April 2014
Fidelity Investments May 2011 - November 2013
Allston Motor Sports August 2009 - May 2011
Gene Thomas Construction June 1992 - August 2008
Skills
Sales, Customer Service, Finance, Negotiation, Selling, Series 7, Series 63, Insurance
Education
Boston University 2001 — 2003
MS, Broadcast Journalism
Colby College 1988 — 1992
BA, Economics
Fidelity Investments January 2014 - Present
Fidelity Investments June 2010 - Present
Fidelity Investments February 2004 - June 2010
Fidelity Investments August 1996 - February 2004
Fleet Financial Group (formally Shawmut National Corporation) 1991 - 1996
Skills
Operations Management, IT Outsourcing, IT Management, Offshore Operations, Production Support, Process Improvement, Organizational Design, Cost Transparency, Reducing Operating Costs, Metrics Reporting, Market Data, Large Programs, Outsourcing Management, Mergers & Acquisitions, Analytics, Product Management, Software Project..., Requirements Analysis, Enterprise Architecture, Business Analysis, Financial Services, SDLC, Agile Methodologies, IT Strategy, Program Management, Vendor Management, Strategy
Education
Boston University
Master of Business Administration (MBA)
Purdue University
Bachelor of Science (BS), Consumer Financial Advising
Cabot Properties, Inc. January 2015 - Present
Boston Capital July 2012 - January 2015
Boston Capital May 2011 - July 2012
Broadview Investors, LLC October 2010 - April 2011
Andrews Construction Co. June 2009 - September 2009
Fidelity Investments June 2008 - September 2008
Skills
Asset Management, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Microsoft Excel, PowerPoint
Education
Merrimack College 2006 — 2010
Bachelor of Science, Finance
Boston University 2012 — 2014
Certificate Program, Real Estate
Fidelity Investments 2008 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 1997 - 2004
Education
Providence College 1986 — 1990
BA, Economics
Boston University
MBA, Finance
OnlineAuctionGuy.com-Daily Nuggets September 2008 - Present
Send Out Cards June 2008 - Present
eBay January 2010 - Present
ENHERENT September 2006 - March 2008
Fidelity Investments June 2003 - June 2006
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1993 - January 1997
Skills
Coaching, Public Speaking, Business Networking
Education
Boston University 1981 — 1985
B.S.,Business Administration, included Accounting, Business Administration; Hotel and Restaurant Management
COMCAST January 2013 - Present
Fidelity Investments 1999 - 2012
Cognizant Technology Solutions 1995 - 1998
Skills
Oracle PL/SQL, ETL, Informatica, Oracle HRMS, Oracle Financial, Unix & Linux, ClearCase, PVCS, CTRLM-Scheduler, SQL Tuning, Performance Tuning, SQL Navigator, Data Modeling, Data Warehousing, OBIEE, Software Design, Analysis, Java, Eclipse, XML, Oracle Forms, Oracle Reports, Agile Methodologies, IBM BRMS –ILOG JRules
Education
Boston University
Master of Science (M.S.)
Kakatiya University
Master of Science (M.Sc.)
Fidelity Investments November 2005 - Present
Skills
Investment & Financial..., Wealth Accumulation..., Wealth Preservation..., Retirement Planning, Insurance, Income Protection, Income Distribution, Estate Planning
Education
Northeastern University 1995 — 1997
Master of Business Administration (MBA), Marketing/Marketing Management, General
Boston University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General