Fidelity Investments

Industry: Financial services company

Description

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

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

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Fidelity Investments Employees

Employee
Years
Job
Industry
Alicia Sundberg Alicia Sundberg Melville, New York Details
Alicia Sundberg's Fidelity Investments Experience May 1995 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 1995 - Present
Bank Leumi  May 1993 - May 1995
Citi  May 1990 - May 1993

Skills
Brokerage, Financial Services, Business Strategy, Strategic Planning, Lean Transformation, Organizational..., Financial Analysis, Innovation, High Performance Teams, Motivational Speaking, Business Process..., Change Management, Technology Integration, Quality Management, System Testing, Finance, Project Management, Customer Experience, Women Leaders, Equities, Series 24, Six Sigma, Mutual Funds, Strategy, Fixed Income, FINRA, Portfolio Management

Education
Boston University - School of Management
Bachelor of Applied Science (B.A.Sc.), Finance and International Business

Hofstra University
Master of Business Administration (MBA), International Business

bay shore high school

bay shore high school

Jennifer Sachs Jennifer Sachs Boston, Massachusetts Details
Jennifer Sachs's Fidelity Investments Experience 2007 - 2007
Job
Industry Financial Services
Experience
Acadian Asset Management  September 2014 - Present
BISON.co  April 2013 - August 2014
Business Intelligence Advisors  March 2012 - February 2013
Bessemer Trust  January 2011 - January 2012
Greenwood Research   November 2010 - January 2011
National Geographic Channel  January 2010 - May 2010
State Street Global Advisors  June 2009 - August 2009
State Street Global Advisors  June 2008 - August 2008
Fidelity Investments   2007 - 2007

Skills
Dreamweaver, Digital Media, Microsoft Office, Equities, Hedge Funds, Alternative Investments, PowerPoint, Microsoft Excel, Asset Management

Education
Boston University Questrom School of Business   2015 — 2018
Master of Business Administration (M.B.A.)

Georgetown University   2006 — 2010
BA

Neel Golikeri Neel Golikeri Boston, Massachusetts Details
Neel Golikeri's Fidelity Investments Experience May 2012 - August 2012
Job Experienced Associate IT Security & Data Analytics at PwC
Industry Information Technology and Services
Experience
PwC  August 2014 - Present
PwC  June 2013 - August 2013
Fidelity Investments   May 2012 - August 2012
HD Vest - Westford Tax & Financial Group   June 2011 - August 2011

Skills
Databases, SQL, MS Office Suite, Web Development, Java, JavaScript, Data Analysis, SAS programming, Python, SharePoint, Teamwork, Microsoft Office, Informatica, PowerPivot, Data Mining, Statistical Data..., VBA, Analysis, Microsoft Word, Public Speaking, Research

Education
Boston University - School of Management   2010 — 2014
Bachelor of Science of Business Administration (BSBA), Management Information Systems and Services

Boston University - College of Arts and Sciences   2010 — 2014
Concentrated Studies, Statistical Methods

Acton-Boxborough Regional High School   2007 — 2010
HS/GED

Jennifer Mills Jennifer Mills Greater Seattle Area Details
Jennifer Mills's Fidelity Investments Experience July 1996 - April 2000
Job Senior Marketing Leader
Industry Information Technology and Services
Experience
Microsoft  May 2014 - Present
Microsoft  December 2011 - May 2014
Microsoft  September 2008 - December 2011
Symetra Financial  October 2007 - September 2008
Symetra Financial  March 2007 - October 2007
Symetra Financial  October 2003 - March 2007
Symetra Financial  September 2002 - October 2003
ShareBuilder  May 2000 - February 2001
Fidelity Investments   July 1996 - April 2000

Skills
Management, Marketing, Strategy, Cross-functional Team..., CRM, Product Marketing, Product Management, Enterprise Software, Team Building, Multi-channel Marketing, Process Improvement, Program Management, Sales, Strategic Partnerships, B2B Marketing, SaaS, Business Development, Budgets, Competitive Analysis, Partner Management, Go-to-market Strategy, Demand Generation, Analytics, Sales Enablement, Content Strategy, Customer Experience..., Customer Experience..., Event Planning, Executive Communications, Integrated Marketing, Customer Advocacy, Marketing Analytics, Marketing Innovation, Marketing Operations, B2B Marketing Strategy, Personnel Coaching and..., Resource Planning and..., Social Media Marketing, Social Media, Vision and Strategy, Social Marketing, Mobile Marketing, Brand Management, Customer Persona..., Inside Sales, Event Marketing Strategy, Marketing Management, Online Marketing, Managing Ambiguity, Business Requirements

Education
Boston University - School of Management   1988 — 1992
Bachelor of Science, Marketing and International Management

Kristy Albano Kristy Albano Boston, Massachusetts Details
Kristy Albano's Fidelity Investments Experience September 2013 - January 2015
Job Risk PMO Plan Manager, Santander Bank
Industry Banking
Experience
Santander Bank, N.A.   January 2015 - Present
Fidelity Investments   September 2013 - January 2015
Fidelity Investments   June 2011 - September 2013
Fidelity Investments   May 2010 - May 2011
Comune di Milano   September 2009 - December 2009

Skills
Microsoft Office:..., Essbase, Hyperion, Business Objects, Quickbooks, Financial Modeling, Financial Reporting, Data Analysis, Competitive Analysis, Financial Planning, Financial Analysis, Forecasting, Finance, Variance Analysis, Financial Statement..., Market Research, Cash Flow, Investments, Auditing, Budgets, Analysis, Leadership, Strategic Financial..., Hyperion Enterprise, QuickBooks, Mutual Funds, Equities, Management, Financial Services, Securities, Valuation, Asset Management

Education
Boston University Questrom School of Business   2012 — 2015
Master of Business Administration (MBA)

Bryant University   2007 — 2011
Cum Laude

Università Cattolica del Sacro Cuore   2009 — 2009

Matthew Solomon Matthew Solomon Boston, Massachusetts Details
Matthew Solomon's Fidelity Investments Experience 2004 - 2006
Job Vice President, Portfolio Manager at Weston Financial Group, Inc.
Industry Investment Management
Experience
Weston Financial Group, Inc.   July 2014 - Present
Investance Americas   2010 - 2014
Wipro Management   2008 - 2010
SSGA  June 2007 - September 2007
Fidelity Investments   2004 - 2006
Lehman Brothers  2001 - 2004

Skills
Investment Strategies, Fixed Income Products, Derivatives, Fixed Income, Equities, Capital Markets, Valuation, Swaps, Structured Products, Equity Derivatives, Trading Strategies, Bloomberg, Market Risk, Asset Management, Investments, Asset Allocation, Risk Management, Financial Markets, Industry Analysis, Portfolio Management, Strategic Planning, Strategic Analysis, Strategy Development, Strategy, Trading, Commodity, Emerging Markets, Alternative Investments, Finance, Financial Risk, Bonds, Analysis, Competitive Analysis

Education
Boston University Questrom School of Business   2006 — 2008
MBA, Finance - Capital Markets

Boston University Questrom School of Business   1997 — 2001
BSBA, Accounting and Finance

Stanley Lim Stanley Lim Greater Boston Area Details
Stanley Lim's Fidelity Investments Experience October 2001 - August 2006
Job Window Server Administrator; MCSA, MCTS, MCITP (Server Administrator, Enterprise Messaging Administrator)
Industry Information Technology and Services
Experience
athenahealth  December 2013 - Present
Aspect Software  June 2013 - November 2013
Triumvirate Environmental  May 2011 - May 2013
Citigroup Services Japan   January 2009 - November 2010
Japan Exchange and Teaching Programme  August 2006 - August 2008
Fidelity Investments   October 2001 - August 2006
Fidelity Investments   March 2001 - October 2001
Boston University School of Management  June 1999 - May 2000

Skills
VMware, Data Center, Change Management, Active Directory, Windows Server, vSphere, Microsoft Exchange, Disaster Recovery, Windows 7, DNS, DHCP, Group Policy, SAN, Networking, Infrastructure, Windows, Technical Support, Troubleshooting, ITIL, Windows Server 2008, Windows Server 2003, Windows XP Professional, Information Security..., Technical Documentation, Backup, Firewalls, HP Server Hardware, WSUS, Cisco ASA, Postini, Barracuda backup, Venyu, Google Message Discovery

Education
Boston University - School of Management   1996 — 2001
Bachelor of Science, Business Administration, Management Information Systems and Finance

PK Shiu PK Shiu Greater Boston Area Details
PK Shiu's Fidelity Investments Experience 1985 - 1988
Job Hands on Technologist
Industry E-Learning
Experience
Curriculum Associates  February 2015 - Present
Ubuntu Capital   January 2015 - Present
陆金所   November 2013 - December 2014
CustomMade Ventures  March 2013 - October 2013
Einstein's Workshop  January 2013 - October 2013
Imperial Consulting, Inc.   January 2006 - February 2013
AdvisorTech Corporation   January 2000 - December 2005
Imperial Consulting, Inc.   1988 - 2000
Fidelity Investments   1985 - 1988
Logica  1983 - 1984

Skills
Django, Agile Methodologies, Enterprise Software, Python, Start-ups, Cross-cultural Teams, Entrepreneurship, Mobile Applications, Web 2.0, Edtech, Languages, RIA, Internationalization, Personal Financial..., Registered Investment..., Localization, Asia Pacific, Non-profits, K-12 Education, E-commerce, Software Development, Management, Strategic Partnerships, Web Applications, SaaS, JavaScript, Product Management, Leadership, Consulting

Education
Massachusetts Institute of Technology   2012 — 2014
Advanced Study Fellow

Boston University - School of Management   1988 — 1992
MBA

Imperial College London   1980 — 1983
BSc, Computing Science

Will Chinn Will Chinn San Francisco Bay Area Details
Will Chinn's Fidelity Investments Experience July 2005 - December 2009
Job Treasury Manager, SunEdison
Industry Renewables & Environment
Experience
SunEidson   2015 - Present
Clean Power Finance  March 2013 - April 2015
Clean Power Finance  October 2011 - March 2013
Wells Fargo - Principal Investments Group   February 2011 - October 2011
John Hancock  December 2009 - February 2011
Fidelity Investments   July 2005 - December 2009
Fidelity  July 2005 - July 2008
General Investment & Development, LLC   April 2004 - June 2005

Skills
Portfolio Management, Financial Statements, Corporate Finance, Finance, Valuation, Analysis, Bloomberg, Accounting, Capital Markets, Financial Analysis, Financial Modeling, Asset Management, Investments, Fixed Income, Cash Management, Derivatives, Internal Controls, Financial Services, Securities, US GAAP, Mutual Funds, Cash Flow, Access, Fund Accounting

Education
Boston University - School of Management   2007 — 2010
MBA, Finance & Economics

University of Kentucky   1995 — 2000
BBA in Finance, Minor in Geography

Franklin County High School   1991 — 1995
High School

Logan Thomas Logan Thomas San Francisco, California Details
Logan Thomas's Fidelity Investments Experience June 2006 - July 2007
Job Finance Professional
Industry Computer Software
Experience
Axiom  July 2015 - Present
RMS  March 2015 - July 2015
RMS  December 2013 - March 2015
RMS  December 2012 - December 2013
RMS  December 2010 - December 2012
RMS  October 2009 - December 2010
Fisher Investments  August 2007 - October 2009
Fidelity Investments   June 2006 - July 2007

Skills
Finance, Financial Analysis, Analysis, Management, Forecasting, Budgets, Financial Modeling, Data Analysis, Microsoft Excel, Hyperion Enterprise, Managerial Finance, Pricing, Business Analysis, Financial Reporting, Analytics, Investments, Corporate Finance, Process Improvement, Strategic Financial..., Financial Accounting, Accounting, Financial Planning

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2013 — 2015
Master of Business Administration (MBA)

Boston University - School of Management   2002 — 2006
Bachelor's degree, Accounting and Finance

Alex Zucker Alex Zucker Greater Boston Area Details
Alex Zucker's Fidelity Investments Experience January 2013 - Present
Job User Experience Designer
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
Fidelity Investments   September 2011 - December 2012
Artifact Magazine   May 2009 - December 2011
State Street  May 2008 - December 2010
Boston Phoenix  September 2006 - August 2007

Skills
Content Management, Photoshop, Customer Relations, Content Development, Microsoft Office, Word, Excel, HTML, Photography, Customer Service, Wordpress, Content Strategy, CSS3, HTML 5, CSS, Dreamweaver, Information Architecture, Web Design, Microsoft Word, Microsoft Excel, PowerPoint, WordPress, Adobe Creative Suite, CMS, Social Media Marketing, Blogging, Advertising, Technical Writing, Marketing, User Experience Design, Wireframes, Analysis, User Experience, Publishing, Online Marketing, Web Analytics, Social Media, Social Networking, SEO, User Interface Design, Usability Testing, Online Advertising, Copywriting, Interaction Design, Usability, Graphic Design, Editing, Marketing Communications, Digital Strategy, Web Content

Education
Boston University - School of Management   2003 — 2007
B.S., Business Administration; Marketing

Eaglebrook   1997 — 2000
Liberal Arts and Sciences, General Studies and Humanities

Guy Staff Guy Staff Greater Boston Area Details
Guy Staff's Fidelity Investments Experience January 2007 - February 2010
Job Changing Leader Behavior for Better Business Results
Industry Professional Training & Coaching
Experience
Forrester Research  July 2010 - Present
Fidelity Investments   January 2007 - February 2010
Fidelity Investments   June 2001 - December 2006
Fidelity Investments   January 1998 - May 2001
Fidelity Investments   November 1997 - December 1997
Oak Ridge Institute for Science and Education  August 1997 - October 1997
Patagonia  March 1995 - September 1996
Patagonia  August 1992 - September 1993

Skills
Organizational..., Coaching, Organizational..., Training, Program Management, Leadership, Team Building, Strategy, Performance Management, Change Management, E-Learning, Talent Management, Management Development, Management, Consulting, 360 Feedback, Employee Training, Interviews, MBTI, Instructional Design, Personal Development, Human Resources, Organizational Design, Curriculum Design, Workforce Planning, Succession Planning, Executive Coaching, Career Development, Culture Change, Management Consulting, Workshop Facilitation, Training Delivery, Personnel Management, Human Resource..., Employee Engagement, Executive Development, Onboarding, Performance Improvement

Education
Boston University Questrom School of Business   1981 — 1985
BS, Marketing, Business Administration

Andrew Taubman Andrew Taubman Greater New York City Area Details
Andrew Taubman's Fidelity Investments Experience October 2002 - January 2005
Job Business Manager
Industry Financial Services
Experience
Bridgewater Associates  July 2015 - Present
Bank of New York Mellon  January 2010 - July 2015
Fidelity Investments Strategic Advisers Technology   2007 - January 2010
Fidelity International  2005 - 2007
Fidelity Investments   October 2002 - January 2005
Fidelity Investments   June 2001 - September 2002
Fidelity Investments   April 2000 - May 2001
Fidelity Investments   January 1999 - March 2001
National Financial  June 1993 - December 1998

Skills
Fixed Income, Portfolio Management, Mutual Funds, Equities, Middle Office, Technology, Product Management, trade processing, User Interface, Management, Program Management, Project Management, Analysis, Asset Allocation, Front Office, Cost Basis, Analytics, Asset Management, Asset Managment, Bonds, Derivatives, Financial Services, Enterprise Software, Hedge Funds, Investment Management, Investments, Leadership, Market Data, Outsourcing, SDLC, Securities, Strategy, Trading, Trading Systems

Education
Boston University Questrom School of Business   1999 — 2002
MBA, General Management

University of Rhode Island - College of Business Administration   1989 — 1993
Finance, Minor Japanese Studies

Kansai Gaidai University   1992 — 1992
studied abroad for a semester, Japanese Studies

Sharon High   1985 — 1989
High School Diploma

Stephanie Barrak Stephanie Barrak Boston, Massachusetts Details
Stephanie Barrak's Fidelity Investments Experience June 2009 - September 2009
Job Sr. Systems Specialist, Global Human Capital
Industry Management Consulting
Experience
Bain & Company  November 2014 - Present
Verndale  January 2014 - November 2014
Bain & Company  August 2010 - January 2014
Museum of Fine Arts, Boston  January 2010 - May 2010
Boston University  September 2008 - December 2009
Fidelity Investments   June 2009 - September 2009

Skills
Analysis, Analytics, Business Analysis, Business Process..., Microsoft Excel, Project Management, Requirements Analysis, Management, Strategy, Agile Methodologies, SaaS, SDLC, Vendor Management

Education
Boston University - School of Management   2006 — 2010
BSBA, Business Administration, concentration in Management Information Systems

Jim McCartney, CFA Jim McCartney, CFA Greater Boston Area Details
Jim McCartney, CFA's Fidelity Investments Experience December 1989 - April 1995
Job Learner, Listener, Leader
Industry Investment Banking
Experience
Net Lease Capital Advisors   March 2003 - Present
New England Europe Missions Corporation   April 1995 - May 2002
Fidelity Investments   December 1989 - April 1995
State Street Bank & Trust Co  May 1986 - December 1989

Skills
Investments, Real Estate Economics, Due Diligence, Disposition, Valuation, Real Estate, Asset Managment, Strategic Planning, Leadership, Real Estate Transactions, Capital Markets, Management, Financial Modeling, Commercial Real Estate, Financial Structuring, Sales, Coaching, Public Speaking, Finance, Financial Analysis, Team Building, Team Leadership, Process Improvement, Business Planning, Management Consulting, Financial Planning, Cross-functional Team..., Teaching, Teamwork, Dispositions, Strategy

Education
Boston University - School of Management   1985 — 1988
MBA, Finance

Duke University   1978 — 1980
BA, English

Nicholas Whalen Nicholas Whalen Boston, Massachusetts Details
Nicholas Whalen's Fidelity Investments Experience August 2014 - Present
Job Director of Product and Experience Innovation for Young Investors
Industry Investment Management
Experience
Fidelity Investments   August 2014 - Present
Fidelity Investments   October 2011 - August 2014
FDIC  October 2009 - September 2011
Institute for Industrial Policy Development   June 2009 - September 2009
Bean Partners Limited   June 2008 - August 2008
Arnold Worldwide  November 2007 - May 2008
Northwestern Mutual  June 2007 - August 2007

Skills
Risk Management, Financial Markets, Financial Risk, Investments

Education
Boston University - School of Management   2005 — 2009
Business Administration, Concentration: Finance, Minor: Economics

Marianne Collins Marianne Collins Greater New York City Area Details
Marianne Collins's Fidelity Investments Experience 1992 - 2002
Job Chief Revenue Officer at SourceMedia
Industry Marketing and Advertising
Experience
SourceMedia  January 2015 - Present
Investcorp  July 2013 - December 2014
Merrill Corporation  December 2005 - May 2013
WordWave, Inc.   2003 - 2005
Fidelity Investments   1992 - 2002

Skills
Leadership, Change Management, Cross-functional Team..., Executive Management, Sales Management, Business Process..., Customer Service, Relationship Management, Client Development, Performance Improvement, Operations Management, Sales, Team Management, Business Analysis, Business Development, Organizational..., Human Resources, Strategy, Team Building, Talent Acquisition, Business Strategy, New Business Development

Education
Boston University - School of Management   2004 — 2006
MBA, Business

Lesley University
Bachelor of Science, Business

Nick Giglia Nick Giglia New York, New York Details
Nick Giglia's Fidelity Investments Experience 2006 - 2006
Job Managing Partner at NJG & Company LLC
Industry Information Technology and Services
Experience
NJG & Company LLC   February 2011 - Present
Fahros   October 2008 - November 2012
LetThereBeLighthouse.com   January 2009 - August 2011
Citihub  June 2010 - January 2011
Deloitte Consulting  July 2007 - October 2008
MATCH School  September 2005 - May 2007
Kaplan Test Prep and Admissions  August 2005 - April 2007
Thomson Financial  May 2006 - September 2006
Fidelity Investments   2006 - 2006
Ladenburg Thalmann  June 2001 - January 2004

Skills
Strategic Consulting, Cloud Computing, New Business Set-up, Ruby on Rails, Organizational Design, Organizational Change..., Idea Generation, Proposal Writing, Technical Writing, Public Speaking, Project Management, PowerPoint, Database Design, Database Administration, ITIL Certified, Infrastructure, ITIL, IT Strategy, Program Management, Blogging, Social Media, Leadership, Consulting, Change Management, Governance, Data Center, Management

Education
Boston University Questrom School of Business   2003 — 2007
BS in Business Administration, Management Information Systems, Entrepreneurship

Bill Gilbert Bill Gilbert Greater Boston Area Details
Bill Gilbert's Fidelity Investments Experience November 2012 - Present
Job Technology Leader
Industry Information Technology and Services
Experience
Fidelity Investments   November 2012 - Present
Collaborative Consulting  June 2010 - November 2012
Sun Life Financial  October 2009 - June 2010
Fidelity Investments   July 2006 - February 2009
Fidelity Investments   April 2004 - June 2006
Fidelity Investments   March 2002 - March 2004
Fidelity Investments   February 2000 - March 2002
Fidelity Investments   January 1999 - February 2000
Fidelity Investments   January 1996 - January 1999
Fidelity Investments   February 1989 - December 1995

Skills
Program Management, Program Planning, Program Implementation, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Software Project..., Project Portfolio..., Offshore Management, Offshore Software..., Offshore Project..., Offshore Operations, Organizational..., Organizational..., Organizational..., Talent Development, Talent Assessment, Content Management, Web Content Management, Enterprise Content..., Single Sign On, Web Development, Web Applications, Web Design, Software Consulting, Cloud Computing, Enterprise Portals, Portal Applications, Enterprise Application..., Technology Integration, Succession Planning, Business Relationship..., Budget Tracking, Software Quality..., Professional Services, IT Governance, Collaborative Leadership, Disaster Recovery, Application Management, Production Support, Project Management, Integration, People Development, Consulting, Leadership

Education
Boston University - School of Management   1993 — 1998
MBA, Business

State University of New York at Buffalo   1984 — 1987
BS/MIS, Management Information Systems, General

Michael Aniskovich Michael Aniskovich Greater Boston Area Details
Michael Aniskovich's Fidelity Investments Experience May 2008 - February 2009
Job IT Project Manager at Liberty Mutual
Industry Information Technology and Services
Experience
Liberty Mutual  May 2011 - Present
Iron Mountain  August 2009 - May 2011
Fidelity Investments   May 2008 - February 2009
PC Connection, Inc.   June 2004 - March 2008
Sun Microsystems, Inc.   April 1995 - June 2004
White Pine Software  February 1990 - April 1995

Education
Boston University Questrom School of Business
MBA

ScrumAlliance

University of Massachusetts Lowell
BA

Jane Wells, MBA Jane Wells, MBA Greater Boston Area Details
Jane Wells, MBA's Fidelity Investments Experience 1994 - 2005
Job Executive Coach, Leadership Development Coach
Industry Professional Training & Coaching
Experience
Alkermes  August 2012 - Present
Jane Wells Coaching and Consulting   2011 - Present
Harvard Business School  2011 - Present
Cambria Consulting  2010 - Present
Keystone Associates  2008 - January 2014
Resources Global Professionals  2010 - 2011
Interaction Associates  2005 - 2008
Fidelity Investments   1994 - 2005
Digital Equipment Corporation  1987 - 1994
Analog Devices  1983 - 1987

Skills
Talent Management, Change Management, Executive Coaching, Organizational..., Organizational..., Career Development, Succession Planning, Leadership Development, Performance Management, Strategy, Medical Devices, Coaching

Education
New Ventures West   2009 — 2010
Professional Certified Coach

International Coach Federation
Professional Certified Coach

Boston University Questrom School of Business
MBA

University of Pennsylvania
BA

Amy DeVasto Amy DeVasto Greater Boston Area Details
Amy DeVasto's Fidelity Investments Experience 2001 - Present
Job Compliance Program Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2001 - Present
Gillette  2000 - 2001
Deloitte  1998 - 2000

Skills
Financial Analysis, Financial Services, Business Analysis

Education
Boston University Questrom School of Business   2001 — 2003
MBA, Finance

University of Massachusetts, Amherst   1994 — 1998
BBA, Accounting

Andrew Dell Orto Andrew Dell Orto Greater Boston Area Details
Andrew Dell Orto's Fidelity Investments Experience 2008 - 2009
Job Consultant at Hays Companies
Industry Human Resources
Experience
Hays Companies  2011 - Present
Hays Companies  2009 - August 2011
Fidelity Investments   2008 - 2009
Fidelity Investments   2004 - 2008
Staples  2003 - 2003
Fidelity Investments eBusiness   2001 - 2002

Skills
Benefits, Employee Benefits, Requirements Analysis, Documentation, Project Coordination, Wellness Programs, Group Benefits, Project Implementation, Customer Service, Account Management, Benefits Administration, Open Enrollment, Insurance, Health Care Analytics, Corporate Wellness, Project Management, Health Care Reform, Life Insurance, Employee Relations, Software Documentation

Education
Boston University- Masters in Project Management (MSPM)   2004 — 2009
MSPM

International Foundation of Employee Benefit Plans   2007 — 2007
Certificate in Healthcare Plans

Boston University Questrom School of Business   1998 — 2002
Business Administration

St. Sebastians

Mark Vetrano, MSIM Mark Vetrano, MSIM Greater Boston Area Details
Mark Vetrano, MSIM's Fidelity Investments Experience July 1999 - May 2000
Job Vetrano Partners
Industry Financial Services
Experience
Vetrano Partners   June 2000 - Present
Suffolk University Sawyer Business School  2015 - Present
Suffolk University Sawyer Business School  2013 - Present
Suffolk University Sawyer Business School  2014 - Present
Suffolk University Sawyer Business School  2007 - Present
Boston Financial Partners   September 2001 - May 2003
FIDELITY INVESTMENTS   July 1999 - May 2000
FIDELITY INVESTMENTS   February 1998 - July 1999
Good Time Emporium   June 1992 - May 1999
Putnam Investments  March 1997 - December 1997

Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Asset Allocation, Asset Management, Financial Analysis, Alternative Investments, Asset Managment, Management, Business Planning, Mergers, Emerging Markets, Bloomberg, Investments, Financial Modeling, Strategic Financial..., Mutual Funds, Series 7, Quantitative Investing, Algorithmic Trading, High Frequency Trading, Trading, Finance

Education
Boston University Graduate School of Management   2000 — 2001
MSIM, Master of Science in Investment Management

Suffolk University Sawyer Business School   1992 — 1996
BSBA, Finance / Economics

Karen Haberly Karen Haberly Greater Boston Area Details
Karen Haberly's Fidelity Investments Experience 1997 - 1998
Job Senior Project Manager at Sabre Hospitality Solutions
Industry Information Technology and Services
Experience
Sabre Hospitality Solutions  August 2013 - Present
Trisystems Inc   January 2012 - July 2013
LoJack Corporation  August 2006 - August 2009
Family Education Network  2001 - 2002
Family Education Network  2000 - 2001
Fidelity Investments   1997 - 1998
Gannett Corporation  1994 - 1996
Marriott International  September 1984 - February 1994
Marriott International  1984 - January 1994
Montgomery College  1987 - 1991

Skills
Strategic Planning, Customer Relations, Cross-functional Team..., Content Management, Process Improvement, Customer Service, Product Management, Team Building, Microsoft Office, Excel, Requirements Analysis, PowerPoint, Public Speaking, Problem Solving, Word, Photoshop, Mobile Applications, Client Liaison, Client Facing Skills, Negotiation, Communication, Leadership Development, PMP, Analysis, Team Management, Budgets, Enterprise Software, Management, Project Management, Strategy, Leadership, Microsoft Excel, Microsoft Word

Education
Boston University Graduate School of Management
MS MIS, Mgmt Info Systems

University of Massachusetts, Amherst
BS, Hotel Restaurant Travel Administration

Merci Pons Merci Pons Washington D.C. Metro Area Details
Merci Pons's Fidelity Investments Experience June 1996 - July 2000
Job Securitization Program Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  December 2013 - Present
Fannie Mae  January 2012 - November 2013
FBR  August 2005 - November 2011
JP Morgan Chase  August 2003 - July 2005
JP Morgan Chase  August 2000 - July 2003
Fidelity Investments   June 1996 - July 2000

Skills
Bloomberg, Equity Trading, Market Data, Fidessa, Series 7, PMP

Education
Boston University - School of Management   1998 — 2000
MBA, Finance

Tufts University   1992 — 1996
BS, Ergonomics

Ingrid Ramsey-Plock Ingrid Ramsey-Plock San Francisco Bay Area Details
Ingrid Ramsey-Plock's Fidelity Investments Experience August 1991 - January 2001
Job Manager Wealth Management Practice at Carlisle and Gallagher Consulting Group
Industry Financial Services
Experience
YWCA of San Francisco and Marin   August 2015 - Present
Carlisle & Gallagher Consulting Group  July 2014 - Present
Financial Executives International  December 2008 - July 2015
Solomon Edwards Group LLC (CFO Advisory Firm)   October 2013 - April 2014
Bank of the West, BNP Paribas Group (Solomon Edwards Group LLC M Squared Consulting)   July 2012 - July 2013
Wells Fargo  June 2009 - October 2011
Genworth Financial  February 2007 - June 2009
AIG SunAmerica  January 2001 - January 2007
Fidelity Investments   August 1991 - January 2001

Skills
Project Management, Financial Analysis, Business Analysis, Strategy, Risk Management, Finance, Financial Modeling, Leadership, Business Planning, Management, Competitive Analysis, Analytics, Business Strategy, Cross-functional Team..., Mergers & Acquisitions

Education
Boston University Graduate School of Management   1993 — 1996
MBA, Finance and Organizational Behavior

Simmons College
BA, Finance and Economics

Kevin Mannon Kevin Mannon Greater Boston Area Details
Kevin Mannon's Fidelity Investments Experience 2013 - Present
Job Business Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   2013 - Present
EMC  2012 - 2013
Fidelity Investments   2005 - 2012
Fidelity Investments   1999 - 2005
Key Education Resources (Subsidiary of Key Bank)   1998 - 1999
Key Education Resources (Subsidiary of Key Bank)   1997 - 1998
Key Education Resources (Subsidiary of Key Bank)   1992 - 1996

Skills
PMP, IT Management, Program Management, Vendor Management, Quality Assurance, Risk Management, Six Sigma, Document Management, Team Building, Documentum, SDLC, IT Outsourcing, Project Management, IT Strategy, Enterprise Architecture, Testing, Information Technology, ITIL, Requirements Gathering, Requirements Analysis, Outsourcing, Process Improvement, PMO, Integration, Business Analysis, Business Intelligence, Cross-functional Team..., Management, Leadership, Forecasting, Change Management, Project Portfolio..., Agile Methodologies, Software Development, Business Process..., Strategic Planning, Software Project..., SharePoint, Enterprise Software, Business Process, Agile Project Management, Cloud Computing

Education
University of Massachusetts Boston   1993 — 1997
MBA

Boston University Questrom School of Business   1988 — 1992
BS BA

Lisa Giannetto Santilli Lisa Giannetto Santilli Greater Boston Area Details
Lisa Giannetto Santilli's Fidelity Investments Experience June 1986 - January 1991
Job REALTOR, CRS, CBR, Notary Public at Classified Realty Group
Industry Real Estate
Experience
Classified Realty Group   January 2007 - Present
Private Properties   September 2001 - January 2007
Fidelity Investments   June 1986 - January 1991

Skills
Short Sales, Sellers, Real Estate, Condos, First Time Home Buyers, REO, Luxury, Real Property, Residential Mortgages, Loan Origination, Rentals, Refinance, FHA, Investors, Mortgage Lending, ABR, Vacation Homes, Foreclosures

Education
Boston University Questrom School of Business   1982 — 1986
BSBA, Finance

North Reading High School   1979 — 1982

Jane Boatright Jane Boatright Greater Boston Area Details
Jane Boatright's Fidelity Investments Experience November 2006 - February 2009
Job Finance Manager at Ariadne Labs
Industry Hospital & Health Care
Experience
Ariadne Labs  May 2013 - Present
Acton-Boxborough Coalition for Healthy Youth   December 2011 - June 2015
Acton-Boxborough United Way   June 2007 - June 2011
Fidelity Investments   November 2006 - February 2009
Coldwell Banker Residential Brokerage  March 2004 - December 2006
Harvard Law School  July 2001 - October 2003
Fidelity Investments   August 1995 - June 2001
McGraw-Hill  August 1989 - December 1994

Skills
Financial Analysis, Budgets, Forecasting, Accounting, Real Estate, Financial Reporting, Financial Modeling, Strategic Planning, Process Improvement, Negotiation, Business Analysis, Leadership, Project Management, Corporate Finance, Customer Service, Team Leadership, Portfolio Management, Analysis, Cross-functional Team..., Business Planning, Finance, Strategy, Management, Training, Business Process, Project Planning, Analytics, Managerial Finance, Contract Negotiation

Education
Boston University Questrom School of Business   1987 — 1991
MBA, Finance

The University of Texas at Arlington - College of Business   1981 — 1985
BBA, Accounting

Jack Dixon Jack Dixon Greater Boston Area Details
Jack Dixon's Fidelity Investments Experience September 1989 - June 1996
Job Financial Operations Professional
Industry Financial Services
Experience
Acadiasoft Inc.  2010 - Present
MISI Company  2010 - 2010
Omgeo  March 2007 - November 2009
Omgeo  January 2003 - February 2007
Capco  January 2000 - January 2003
Cap Gemini Ernst & Young  August 1996 - December 2000
Fidelity Investments   September 1989 - June 1996

Skills
Vendor Management, Derivatives, Fixed Income, Prime Brokerage, Product Management, Strategy, Financial Services, Requirements Analysis, Team Leadership, FX Options, Back Office, Market Data, Electronic Trading, Equities, Business Analysis, Strategic Planning, Trading Systems, Trading, Portfolio Management, Management, Middle Office

Education
Boston University Questrom School of Business   1993 — 1996
MBA, Business

University of Vermont   1984 — 1988
BA, Economics

Herb Williams Herb Williams Greater Boston Area Details
Herb Williams's Fidelity Investments Experience 1986 - 1988
Job Director, Network and Unified Communications at Beacon Health Strategies
Industry Information Technology and Services
Experience
Beacon Health Strategies  July 2014 - Present
Iron Mountain  March 2013 - June 2014
Partners HealthCare System  February 2003 - March 2013
Openwave Systems  2001 - 2002
Spyglass  1999 - 2001
EDS  1995 - 1999
Sprint  1993 - 1995
AT&T  1988 - 1993
Fidelity Investments   1986 - 1988

Skills
Unified Communications, Vendor Management, VoIP, Contract Negotiations, Alliances, Technology Research, Customer Relations, Healthcare, Telecommunications, Wireless, Product Management, Strategic Planning, Product Development, Program Management, Integration, Competitive Analysis, Budgeting, Planning, Process Improvement, HIPAA, Business Analysis, Leadership, Budgets, Troubleshooting, Security, Change Management, Account Management, Enterprise Software, Management, Team Building, Software Documentation, Disaster Recovery, Contract Negotiation

Education
Boston University - School of Management   1990 — 1992
MBA, Business and Personal/Financial Services Marketing Operations

St. Lawrence University   1982 — 1986
BS, Mathematics and Economics

Paul Rogeness Paul Rogeness Springfield, Massachusetts Area Details
Paul Rogeness's Fidelity Investments Experience April 2012 - December 2013
Job Financial Analyst and Project Manager
Industry Financial Services
Experience
1st Global  August 2014 - December 2014
Fidelity Investments   April 2012 - December 2013
JPMorgan  April 2008 - February 2010
Fidelity Investments   2007 - 2008
Fidelity Investments   2005 - 2007
Fidelity Investments   2003 - 2005
Fidelity Investments   2000 - 2003
Fidelity Investments   1997 - 2000

Education
Boston University Questrom School of Business   2001 — 2004
MBA

Hobart and William Smith Colleges   1992 — 1996
BA, Psychology, Religious Studies

Matthew Confer Matthew Confer Austin, Texas Details
Matthew Confer's Fidelity Investments Experience June 2007 - August 2007
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting  September 2014 - Present
Deloitte Consulting  September 2011 - August 2014
Deloitte Consulting  September 2010 - August 2011
Deloitte Consulting  June 2008 - September 2010
Fidelity Investments   June 2007 - August 2007
Citigroup  September 2006 - December 2006
Smith Barney  June 2006 - August 2006
Merrill Lynch  June 2005 - August 2005

Skills
Analysis, Management, Strategic Financial..., Budgets, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Process Improvement, Forecasting, Project Management, Financial Reporting, Financial Analysis, Microsoft Excel, Managerial Finance, Accounting, Excel, Financial Management, Reconciliation, Profitability Analysis, Financial Forecasting, Budgeting, SAP BW, PMO, Financial Controlling, MS Excel Pivot Tables, Tableau, Financial Risk, Team Leadership, Team Management, Account Reconciliation

Education
Boston University Graduate School of Management   2010 — 2012
MBA, Finance, Marketing

Wheaton College   2004 — 2008
Bachelor of Science, Economics

Judith McMichael Judith McMichael Greater Boston Area Details
Judith McMichael's Fidelity Investments Experience January 1986 - January 2001
Job Teaching Assistant at Harvard University and researcher in adaptation to climate change.
Industry Environmental Services
Experience
Harvard University  June 2014 - Present
Sustainserv GmbH / Inc.   June 2012 - September 2012
Boston Lyric Opera  July 2004 - May 2010
Fidelity Investments   January 1986 - January 2001

Skills
Market Research, Sustainability, Public Speaking, Non-profits, Fundraising, Strategic Planning, Marketing Strategy, Public Relations, Project Management, Advertising, Community Outreach, GHG accounting, Nonprofits, Strategy, Gas Accounting, Environmental..., Marketing, Project Planning, New Business Development, Business Development, Climate Change, Event Management, Email Marketing

Education
Harvard University   2010 — 2014
ALM, Sustainability and Environmental Management

Boston University - School of Management   1981 — 1985
MBA, Marketing

Bowdoin College   1973 — 1977
BA, Economics/Environmental Studies

John Linehan John Linehan Greater Boston Area Details
John Linehan's Fidelity Investments Experience March 2014 - Present
Job Director, Data Engineering at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   March 2014 - Present
Fidelity Investments   November 2012 - March 2014
Fidelity Investments   June 2007 - November 2012

Skills
Agile Methodologies, Software Project..., Project Management, Product Development, Oracle, Databases, Strategy, Process Improvement, Test Management, Web Applications, Quality Assurance, Agile, Knowledge Management, Statistical Modeling, Global Teams, Lean

Education
Boston University Questrom School of Business
Master of Business Administration (M.B.A.), Operations and Technology Management

Villanova University
Bachelor of Science (BS), Computer Science

St. John's Prep

Richard Fleming Richard Fleming Greater Boston Area Details
Richard Fleming's Fidelity Investments Experience 1990 - 1991
Job SVPRetained Search of HR professionals
Industry Staffing and Recruiting
Experience
Gatti & Associates Inc   May 1991 - Present
Fidelity Investments   1990 - 1991
Zayre Corporation  1972 - 1987

Skills
Executive Search, Compensation, Benefits, Organizational..., Employee Benefits, Deferred Compensation, Human Resources, Leadership Development, Recruiting, Succession Planning, Talent Acquisition, Interviews, Coaching, Talent Management, Labor Relations, Sourcing, Management, Employee Relations, Career Development, Onboarding, Workforce Planning, Personnel Management, Resume Writing, Employee Engagement, Employment Law, Benefits Administration, Search, HR Consulting, College Recruiting, HR Transformation, Training, New Hire Orientations, Executive Coaching, Compensation & Benefit, Applicant Tracking..., Internet Recruiting, Healthcare, Performance Management, HRIS, Human Capital, Employer Branding, Career Counseling, Career Management, Consulting, Organizational Design, Strategic HR

Education
Boston University - School of Management
BS, Business Administration - Marketing

Krystal Ayala Krystal Ayala Dallas/Fort Worth Area Details
Krystal Ayala's Fidelity Investments Experience September 2015 - Present
Job Operations Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Restoration Hardware  February 2015 - August 2015
The BizDojo   August 2014 - November 2014
Gap Inc./Banana Republic   May 2013 - April 2014

Skills
MS Project, Process Modeling, Leadership, Public Speaking, Microsoft Office, Time Management, Management, Microsoft Access, Customer Service, Retail, Social Networking, Retail Sales, Hospitality, Microsoft Word, Social Media, PowerPoint, Event Management, Microsoft Excel, Facebook, Pinterest, Teamwork, Event Planning, Research, Fundraising, Marketing, Sales, Analysis, Communication

Education
Boston University Questrom School of Business   2011 — 2015
Bachelor of Science (BS), Business Administration and Management

University of Auckland   2014 — 2014
Study Abroad, Operations Management

Viera High School   2007 — 2011
High School

Ryan Mishina, CFA Ryan Mishina, CFA Greater Boston Area Details
Ryan Mishina, CFA's Fidelity Investments Experience December 2014 - Present
Job Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   September 2011 - December 2014
Fidelity Investments   July 2010 - September 2011
Fidelity Investments   July 2007 - July 2010
Fidelity Investments   July 2005 - July 2007
Financial Research Corporation  June 2004 - August 2004

Education
Boston University Questrom School of Business   2009 — 2010
M.S., Investment Management

Boston University Questrom School of Business   2001 — 2005
B.S., Business Adminstration

Robert Service High School - Anchorage, AK   1997 — 2001
High School

Andre Baynes Andre Baynes Greater Boston Area Details
Andre Baynes's Fidelity Investments Experience January 2014 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   2010 - January 2014
Fidelity Investments   2006 - 2010
Fidelity Investments   2003 - 2006
Fidelity Investments   2001 - 2003
OneCore Financial Services   2000 - 2001
MFS Investment Management  1997 - 2000
Putnam Investments  1995 - 1997
Gruntal & Company  1991 - 1994

Skills
ERISA, Financial Services, IRAs, Contract Negotiation, Retirement Planning, Finance, Retirement, Qualified Retirement..., Legal Advice, Public Speaking, 401k, Traditional IRA, Non-Qualified Deferred..., Mutual Funds, Securities, Roth IRA, SEP IRA, 409A, Client Issue Resolution, Regulatory Analysis, Legislative Issues, State & Federal Laws, ETFs, DOL, IRS, Simple IRA, Internal Revenue Code, Defined Contribution, Employee Benefits, Client Training, Insurance, 1940 Act, SEC

Education
Suffolk University Law School   2003 — 2007
J.D, Law

Boston University Questrom School of Business   2000 — 2003
MBA, Business Administration

Tufts University   1987 — 1991
Bachelor of Science, Psychology

Ramapo Senior High School   1983 — 1987

Rob Masabny Rob Masabny Greater Boston Area Details
Rob Masabny's Fidelity Investments Experience 1997 - 2002
Job Senior Collections Manager at HubSpot
Industry Marketing and Advertising
Experience
HubSpot  April 2013 - Present
HubSpot  January 2011 - April 2013
Verizon Wireless  June 2010 - December 2010
The Mortgage Group  August 2007 - March 2010
United Prestige Mortgage   October 2006 - 2008
United Prestige Mortgage   March 2004 - September 2006
Fidelity Investments   1997 - 2002
Putnam Investments  1993 - 1997

Skills
Strategic Negotiations, Leadership, Negotiation, Social Media, Account Management, Competitive Analysis, Social Media Marketing, Online Marketing, Marketing, SEO, Customer Service, Customer Relations, Salesforce.com, Customer Satisfaction, Email Marketing, Web Analytics, NetSuite, Sales Management, Social Networking, Lead Generation, Customer Retention, SaaS, Inbound Marketing, Google Analytics, E-commerce, Marketing Communications, Microsoft Office, MS Office Suite, Written Skills, Consultative Selling

Education
Inbound Marketing University   2009 — 2009
Certificate Program, SEO, SEM, Blogs, Email, Social Media

New York University   2009 — 2009
Certificate, Digital Media Marketing

Boston University Questrom School of Business   1994 — 1998
MBA, Business Management

North Adams State College (MCLA)   1989 — 1993
BA, Philosophy

North Adams State College (MCLA)   1989 — 1993
BS, Business Administration

Lauren Cleckley Lauren Cleckley Greater Boston Area Details
Lauren Cleckley's Fidelity Investments Experience June 2012 - Present
Job Senior Audit Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
JPMorgan Chase  December 1999 - June 2012
Brown Brothers Harriman  1998 - December 1999
Investors Bank & Trust Co  1997 - 1998

Skills
Project Management, Operations Management, Management, Leadership, Fund Accounting, Mutual Funds, Treasury, Fund Administration, Securities, Equities, Financial Services, Investments, Portfolio Management, Asset Management, Auditing, Risk Management, Financial Analysis

Education
Boston University - School of Management
BS/BA, Marketing/Marketing Management, General

Boston University - School of Management
MBA, Finance, General

Wendy John Wendy John Raleigh-Durham, North Carolina Area Details
Wendy John's Fidelity Investments Experience September 2011 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   September 2011 - Present
Fidelity Investments   May 2009 - October 2011
Fidelity Investments   December 2007 - July 2009
Fidelity Investments   December 2003 - 2007
Fidelity Investments   April 2003 - December 2003
Fidelity Investments   July 2000 - April 2003
Fidelity Investments   January 1998 - July 2000
Fidelity Investments (formerly McQuade Incorporated)   February 1997 - January 1998
Towers Perrin  August 1995 - February 1997
University of Waterloo Alumni Fundraising Program   September 1993 - July 1995

Skills
Risk Management, Strategy, Cross-functional Team..., Program Management, Strategic Planning, Process Improvement, Employee Benefits, Relationship Management, Financial Services, CRM, Change Management, Financial Analysis, Confidentiality, Vendor Management, Team Building, Business Relationship..., Offshoring, Actuarial Science, Strategic Communications, Process Management, Client Services, Risk Assessment, Risk Mitigation, Cross-cultural, Outsourcing Management, HR Consulting, Creative Problem Solving, Persistance, Resilient, Competitive Analysis, Highly Analytical, Quantitative Analysis, Leadership, Analysis, Project Management, Management, Business Analysis, Outsourcing

Education
Harvard Business School   2010 — 2011
Executive Education, Next Generation Executive(NGE) Program in conjunction with The Partnership, Inc.

Disney Institute   2009 — 2009
Leadership in Turbulent Times

Simmons College - Simmons School of Management   2006 — 2006
Executive Education, Leading High Performance Teams

Boston University Questrom School of Business   2005 — 2006
Masters of Science, Investment Management

Suffolk University - Sawyer Business School   2005 — 2005
Executive Education, Connecting Business with Government

Harvard Business School   2004 — 2004
Executive Education, Business Leaders as Creators of Social Value

University of Waterloo   1990 — 1994
Bachelor of Mathematics, Joint Honour Actuarial Science & Economics

St. Joseph's Convent/St. Mary's College   1988 — 1990
Cambridge G.C.E. "A" Levels, Mathematics, Further Mathematics & Physics

Bishop Anstey High School   1983 — 1988
CXC & Cambridge G.C.E. "A/O" Level, Biology, Chemistry, English Language, English Literature, French, Geography, Mathematics & Physics

Ken Tanner Ken Tanner Boise, Idaho Area Details
Ken Tanner's Fidelity Investments Experience August 1992 - February 1996
Job Solutions Architect at Microsoft
Industry Computer Software
Experience
Microsoft  February 2015 - Present
Microsoft  May 2009 - February 2015
Microsoft  June 1996 - May 2009
K&M Consulting  February 1996 - June 1996
Fidelity Investments   August 1992 - February 1996

Skills
T-SQL, Enterprise Architecture, Database Design, Performance Tuning, ETL, Data Warehousing, Microsoft SQL Server, Data Modeling, COSMOS, Big Data, MapReduce, Databases, High Availability, SQL Azure, Solution Architecture, SQL Tuning, Architectures, Windows Azure, Architecture, SSIS, Scalability, Relational Data Modeling, SSRS, Enterprise Software

Education
Boston University Questrom School of Business   1990 — 1992
Master of Business Administration (M.B.A.)

Boston University - School of Management   1990 — 1991
Master’s Degree, Management Information Systems

Weber State University   1987 — 1990
Bachelor of Arts, Business Management

Joshua Jacoby, MCR Joshua Jacoby, MCR Greater Boston Area Details
Joshua Jacoby, MCR's Fidelity Investments Experience January 2004 - August 2007
Job
Industry Construction
Experience
Bald Hill Builders, LLC.   June 2014 - Present
Self-employed  July 2013 - May 2014
DTZ  August 2007 - June 2013
Fidelity Investments   January 2004 - August 2007
CitiStreet  January 1996 - January 2004
SSgA  1994 - 1996

Skills
Business Development, Strategic Planning, Relationship Management, Strategy, Marketing, Investments, Proposal Writing, Leadership, Analysis, New Business Development, Process Improvement, Management, Proposal Generation, Portfolio Management, Business Strategy, Asset Management, Asset Managment, Project Management, Operations Management, Financial Analysis, Account Management, Vendor Management, Program Management, Negotiation, Business Analysis, Facilities Management, Team Leadership

Education
Boston University - School of Management   1999 — 2002
Master of Business Administration (M.B.A.), Finance

University of Arizona, Eller College of Management   1988 — 1992
BSBA, Finance and Accounting

CoreNet Global
MCR

Richard Isaacson Richard Isaacson Greater Boston Area Details
Richard Isaacson's Fidelity Investments Experience February 2012 - March 2015
Job Corporate Finance Professional | Internal Consultant
Industry Financial Services
Experience
Finance Professional/Financial Modeling/Re-engineering Business Processes/Project/Program Management   April 2015 - Present
Fidelity Investments   February 2012 - March 2015
Fidelity Investments   June 2004 - January 2012
Fidelity Investments   July 1999 - May 2004
Fidelity Investments   December 1996 - June 1999
Aegis Systems, Inc.   January 1993 - November 1996

Skills
Finance, Analysis, Forecasting, Essbase, Financial Analysis, Management, Budgets, Financial Modeling, Business Analysis, Process Improvement, Finance Transformation, Project Management, Program Management, Corporate Finance, Access

Education
Isenberg School of Management, UMass Amherst   2002 — 2005
MBA, Finance

Boston University - School of Management
Bachelor of Science (B.S.), Business Administration/Concentration in Marketing

Kevin Waring CIPM, CAIA Kevin Waring CIPM, CAIA Greater Boston Area Details
Kevin Waring CIPM, CAIA's Fidelity Investments Experience 2000 - 2001
Job Consultant at SS&C Portia
Industry Financial Services
Experience
SS&C Technologies  March 2014 - Present
BNYMELLON Financial   2006 - 2013
BNYMellon Financial   2001 - 2006
FIDELITY INVESTMENTS   2000 - 2001
INVESTORS BANK AND TRUST (Buyout of BankBoston Business)   April 1995 - January 2000

Skills
Mutual Funds, Bonds, Portfolio Management, Securities, Investments, Investment Analytics, Relationship Management, Consulting, Alternative Investments, Performance Measurement, Fixed Income, Valuation, Analysis, Asset Management, Financial Markets, Financial Services, Equities, Hedge Funds, Reporting & Analysis, Bloomberg, Finance, Asset Allocation, Derivatives, Capital Markets

Education
Boston University Graduate School of Management   1992 — 1994
MBA

State University of New York at Albany   1983 — 1987
BA, Economics

Archbishop Stepinac HS

Suffolk University
Completed course work for CFP

Lauren Abrahams Lauren Abrahams Los Angeles, California Details
Lauren Abrahams's Fidelity Investments Experience June 2010 - August 2010
Job Nonprofit Management Professional
Industry Nonprofit Organization Management
Experience
The Jewish Federation of Greater Los Angeles  January 2015 - Present
Westwood Flower Garden   July 2011 - Present
The Jewish Federation of Greater Los Angeles  May 2014 - December 2014
The Jewish Federation of Greater Los Angeles  March 2012 - April 2014
Boston University School of Management  April 2010 - April 2011
Hospitality Homes, Inc.   September 2010 - December 2010
Fidelity Investments   June 2010 - August 2010
California Academy of Sciences  November 2008 - June 2009
California Academy of Sciences  May 2007 - November 2008
California Academy of Sciences  May 2006 - May 2007

Skills
Non-profits, Project Management, Relationship Management, Database Admin, Fundraising, Data Analysis, Event Planning, Volunteer Management, Philanthropy, Research, Event Management, Nonprofits, Marketing, Leadership, Strategy, Grants, Strategic Partnerships

Education
Boston University - School of Management   2009 — 2011
MBA

Boston University Questrom School of Business   2009 — 2011
MS

University of California, Los Angeles   2000 — 2004
BA

Theresa Mazzio Theresa Mazzio Greater Boston Area Details
Theresa Mazzio's Fidelity Investments Experience 2005 - 2009
Job
Industry Financial Services
Experience
Fidelity Investments   2005 - 2009
Fidelity Investments   2001 - 2004
Fidelity Investments   1998 - 2001

Education
Boston University Questrom School of Business   1994 — 1997
MBA, Graduated with honors

Manhattanville College   1981 — 1985
B.A., Economics, graduated with honors

Shawn FitzMaurice Shawn FitzMaurice Greater Boston Area Details
Shawn FitzMaurice's Fidelity Investments Experience October 2008 - August 2009
Job Marketing Consultant: Strategy. Execution. Inbound.
Industry Marketing and Advertising
Experience
27Marketing   February 2013 - Present
Hill Holliday  February 2012 - February 2013
Woodhouse Agency   April 2011 - March 2012
Citizens Bank  September 2010 - April 2011
Fidelity Investments   October 2008 - August 2009
Fidelity Investments   July 2006 - October 2008
Fidelity Investments   December 2004 - July 2006
Fidelity Investments   April 2004 - December 2004
Fidelity Investments   May 2001 - April 2004
Arnold Worldwide  1999 - 2000

Skills
Social Media Marketing, Content Development, New Business Development, Direct Marketing, Website Development, Email Marketing, Advertising, Online Marketing, Online Advertising, Account Management, Marketing Strategy, Strategy Development, Strategic Partnerships, Strategic Communications, Digital Marketing, Strategy, Management, Brand Development, CRM, Marketing Communications, Marketing, Market Research, Direct Mail, Integrated Marketing, Segmentation, Creative Direction, Public Relations, Social Media, Multi-channel Marketing

Education
Boston University Graduate School of Management
MBA, Marketing

College of the Holy Cross
BA, Sociology

Brockton High School

Heather Martino Heather Martino Concord, Massachusetts Details
Heather Martino's Fidelity Investments Experience January 2005 - April 2006
Job Commissioning Editor
Industry Publishing
Experience
Fonthill Media Ltd   November 2012 - Present
PowerHouse Assets, LLC   February 2013 - Present
The Trustees of Reservations  October 2008 - Present
Concord Family Network   2007 - January 2013
Fidelity Investments   January 2005 - April 2006
Fidelity Investments   2003 - 2005
Fidelity Investments   2001 - 2003
Fidelity Investments   1999 - 2001
Clements Worldwide  1998 - 1999
Aon Risk Solutions  1997 - 1998

Skills
Public Speaking, Editing, Marketing Communications, Communication, Competitive Analysis, Financial Analysis, Interpersonal..., Event Management, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Non-profit Volunteer, Non-profit Boards, Publicity, Written Communication, Customer Satisfaction, Learning Quickly, Multi Tasking, Creative Problem Solving, Historical..., Books, Proposal Writing, Research, Social Media, Nonprofits, Publishing, Management, Creative Writing, Event Planning, Marketing

Education
Boston University Graduate School of Management   2001 — 2005
Master of Business Administration (MBA), Finance

University of Rochester   1993 — 1997
Bachelor of Science (BS), Biology-Geology

University of Hawaii at Hilo   1996 — 1996
Summer Session, Marine Biology

Paul Cardon Paul Cardon Greater Boston Area Details
Paul Cardon's Fidelity Investments Experience 2005 - 2009
Job Financial Risk Management, Bank Regulatory Advisory Services at KPMG Advisory
Industry Financial Services
Experience
KPMG LLP Advisory   September 2009 - Present
Fidelity Investments   2005 - 2009
State Street Bank  June 2000 - July 2005
Federal Reserve Bank of Boston  1986 - 2000

Skills
Mutual Funds, Financial Services, Fixed Income, Financial Risk, Investments, Risk Management, Valuation, Financial Modeling, Business Analysis, Banking, Enterprise Risk..., Derivatives, Capital Markets, Sarbanes-Oxley Act, Financial Analysis, Operational Risk..., Credit, Internal Audit, Internal Controls, Due Diligence, Credit Risk, Basel II, Investment Banking

Education
Boston University Graduate School of Management   1984 — 1986

Abel Oonnoonny Abel Oonnoonny Greater New York City Area Details
Abel Oonnoonny's Fidelity Investments Experience September 2010 - 2013
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  2013 - Present
Fidelity Investments   September 2010 - 2013
Fidelity Investments   December 2007 - September 2010
Fidelity Investments   January 2007 - November 2007
Fidelity Investments   April 2006 - December 2006
Fidelity Investments   April 2004 - March 2006
The White House  1997 - 1997

Education
Boston University - School of Management   1994 — 1998
BSBA, International Management

Kevin Murphy-Ferguson Kevin Murphy-Ferguson Greater Boston Area Details
Kevin Murphy-Ferguson's Fidelity Investments Experience May 2004 - August 2008
Job Associate Lead Consultant at Magenic
Industry Information Technology and Services
Experience
BlueMetal Architects  August 2013 - May 2014
Xinnovation   July 2010 - August 2013
Cumulus Programming   October 2009 - June 2010
Raytheon  October 2008 - September 2009
Fidelity Investments   May 2004 - August 2008
Fidelity Investments   July 1999 - May 2004
RealTime Hotel Reports  1997 - 1999
Brainstorm Technologies  1997 - 1997

Skills
Software Development, IT Management, PMP, Scrum, SDLC, Agile, Architecture, SQL Server, MS Project, C#, SharePoint, Application Development, Visual Studio, XML, SQL, Project Planning, .NET, SOA, Software Engineering, Project Management, Program Management, Software Project..., Agile Methodologies, Testing, Microsoft SQL Server, Databases, Enterprise Architecture, Web Services, IT Strategy, Requirements Analysis, Oracle, Enterprise Software, Cloud Computing, ASP.NET, Agile Project Management, Architectures, Business Intelligence, Consulting, Business Analysis, Integration, Management, Leadership, Visio, Requirements Gathering, Information Technology, Strategy, Web Development, Data Warehousing

Education
Boston University - School of Management   2008 — 2015
MBA, Finance, Operations and Technology Management

Brandeis University   2000 — 2004
MS, Software Engineering

University of Rhode Island   1989 — 1992
BA, Journalism

Archbishop Molloy   1980 — 1984
Academic

Ramanan Ramanathan Ramanan Ramanathan Greater Boston Area Details
Ramanan Ramanathan's Fidelity Investments Experience November 2012 - February 2013
Job
Industry Financial Services
Experience
RSA, The Security Division of EMC  January 2014 - Present
PricewaterhouseCoopers LLP (PwC)   September 2013 - January 2014
Blue Cross Blue Shield of Massachusetts  March 2013 - August 2013
Fidelity Investments   November 2012 - February 2013
State Street Corporation, MA   November 2004 - October 2012
CompSys Technologies, Inc.   February 2003 - February 2007
The World Bank  2004 - 2004
Hitachi (America) Computer Products, Waltham, MA   November 2000 - February 2003

Skills
Enterprise Risk..., WebSSO, Identity..., Governance, Penetration Testing, Risk Assessment, Process Improvement, Architecture, Program Management, Disaster Recovery, Enterprise Architecture, IT Strategy, Java, Business Analysis, Network Security, Vulnerability Assessment

Education
Boston University - School of Management   2009 — 2013
MBA

Delhi University/National Physical Laboratory
Ph.D.

Lauren (Hanlon) McKenzie Lauren (Hanlon) McKenzie Greater Boston Area Details
Lauren (Hanlon) McKenzie's Fidelity Investments Experience January 2012 - Present
Job
Industry Internet
Experience
Fidelity Investments   January 2012 - Present
Merrill Lynch  August 2009 - January 2012
TripAdvisor  January 2009 - August 2009
Fidelity Investments   January 2008 - August 2008
Fidelity Investments   July 2006 - December 2007
Fidelity Investments   June 2003 - June 2006

Skills
Strategy, User Experience, Information Architecture, Management, Usability Testing, Web Design, Integrated Marketing, Product Management, Financial Services, Marketing, Analytics, Usability, User Interface, Content Management, E-commerce, Digital Strategy

Education
Boston University Questrom School of Business
MBA

Tufts University
BS

Marie Willard Marie Willard Greater Boston Area Details
Marie Willard's Fidelity Investments Experience 2013 - Present
Job Director, Digital Analysis at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   2013 - Present
Collette Vacations  2012 - 2013
Citizens Financial Group  2009 - 2012
Fidelity Investments   2004 - 2008
Federal Reserve Bank of Boston  1999 - 2004
Federal Reserve Bank of Boston  1997 - 1999

Skills
Analytics, Database Marketing, CRM, Segmentation, Direct Marketing, Multi-channel Marketing, Competitive Analysis, Marketing Communications, Direct Mail, Marketing Strategy, Strategy, Marketing, Email Marketing, Digital Marketing, Integrated Marketing, Customer Insight, Customer Acquisition, Market Research, Marketing Management, Leadership, Web Analytics, Lead Generation, Product Marketing, Data Analysis, B2B Marketing, Online Marketing, Management, Cross-functional Team..., Mobile Analytics, Insight, Mobile Devices

Education
Boston University Questrom School of Business   2001 — 2004
MBA, Concentration in Marketing

Wellesley College   1993 — 1997
BA, Economics, Spanish

Jonathan Dwyer Jonathan Dwyer Greater Boston Area Details
Jonathan Dwyer's Fidelity Investments Experience July 2008 - December 2014
Job IT Portfolio & Program Delivery Consultant at FlowVantage LLC (assigned to John Hancock Financial Services)
Industry Information Technology and Services
Experience
FlowVantage LLC (assigned to John Hancock Financial Services)   January 2015 - Present
Fidelity Investments   July 2008 - December 2014
Fidelity Investments   February 2000 - June 2008

Skills
Agile Methodologies, Product Management, Program Management, Software Development, Leading Change, Organizational..., Organizational Learning, DevOps, Servant Leadership

Education
Boston University Questrom School of Business
MBA, Entrepreneurship

Hamilton College
BA, Economics

Pamela Hager Pamela Hager Greater Boston Area Details
Pamela Hager's Fidelity Investments Experience 1996 - 2004
Job Director, Compensation
Industry Human Resources
Experience
Cengage Learning  November 2013 - Present
Monster Worldwide  April 2010 - October 2013
Mercer  November 2004 - May 2009
Fidelity Investments   1996 - 2004

Skills
Program Management, Performance Management, PeopleSoft, Management, Incentive Programs, Human Resources, HRIS

Education
Boston University Questrom School of Business   1986 — 1989
Bachelor’s Degree, Business Administration and Management, General

Franklin High   1980 — 1984

Melissa Schwartz Melissa Schwartz Greater Minneapolis-St. Paul Area Details
Melissa Schwartz's Fidelity Investments Experience 2003 - 2005
Job Relationship & Client Management | Financial Management | Scope, Change & Risk Management | Project Management
Industry Marketing and Advertising
Experience
Azul 7  2011 - Present
Digitas  2007 - 2010
Digitas  2005 - 2007
Fidelity Investments   2003 - 2005
Jesta IS [formerly known as Essentus/Richter Systems]   1999 - 2001

Skills
Account Management, Relationship Management, Client Expectations..., Project Management, Program Management, Strategy, Interactive Marketing, Human-centered Design, Design Thinking, Digital Strategy, Integrated Marketing, Interactive Advertising, Email Marketing, Online Advertising, Leadership

Education
Boston University - School of Management   2001 — 2003
MBA, Finance

McGill University   1996 — 1999
Bachelor of Commerce, Marketing and Management Information Systems

Project Management Institute Certificate Program
PMP

Jill Dougherty Jill Dougherty Greater Boston Area Details
Jill Dougherty's Fidelity Investments Experience 2000 - 2004
Job Life Coach & Business Consultant
Industry Health, Wellness and Fitness
Experience
Founder, IS...designed by oneself   2005 - Present
Public/Charter Schools K-12   2008 - 2012
Fidelity Investments   2000 - 2004
Fidelity Investments   1997 - 2000
Fidelity Investments   1993 - 1997
Fidelity Investments   1987 - 1993

Skills
Management Consulting, Change Management, Strategic Communications, Strategic Planning, Consulting, Human Resources, Sales, Team Leadership, Creative Solutions, Fundraising, Organizational..., Building Relationships, Marketing Communications, Financial Services

Education
Boston University - School of Management
M.B.A., Small Business Management

University of Colorado Boulder - Leeds School of Business
B.S., Management and Marketing, cum-laude

Larry Byrne Larry Byrne Greater Boston Area Details
Larry Byrne's Fidelity Investments Experience June 2008 - August 2008
Job Consultant, Strategy & Operations at Deloitte
Industry Management Consulting
Experience
Deloitte  June 2014 - Present
Deloitte  August 2012 - May 2014
Deloitte  August 2011 - August 2012
Deloitte  July 2009 - September 2011
Fidelity Investments   June 2008 - August 2008
JPMorgan Hedge Fund Services  May 2008 - June 2008
The Genusys Group, Inc.   December 2007 - January 2008
McDonough Wealth Advisors   October 2007 - December 2007
Wakefern Food Corporation  May 2007 - August 2007

Skills
Financial Modeling, Six Sigma, Analytical Skills, Financial Analysis, Data Analysis, Business Analysis, Management Consulting, Business Process..., Financial Reporting, Process Improvement, Corporate Finance, Business Strategy, Project Management, Quantitative Analytics, Microsoft Excel, Program Management, Finance, Team Management, Auditing, Managerial Finance, Strategy, Consulting, Leadership, Analysis, Business Process

Education
Boston University Questrom School of Business   2005 — 2009
BSBA, Finance, Operations, Economics

University College Dublin   2008 — 2008
Study Abroad, Finance, Operations

Steven Constantine Steven Constantine Greater Boston Area Details
Steven Constantine's Fidelity Investments Experience 1986 - 2002
Job VP Director CIO PMO Client, Program, Project, Product Manager
Industry Financial Services
Experience
Hewlett-Packard Enterprise  2012 - Present
Citi - Global Transaction Services - Alternative Investments   2008 - 2012
BISYS Fund Services  2003 - 2007
Fidelity Investments   1986 - 2002

Skills
Information Technology, Fund Administration, Finance, Marketing, Project Management, Program Management, Product Management, Mutual Funds, Brokerage, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Fund Of Funds, Fixed Income, Equities, Fund Accounting, Trading Systems, E-commerce, Application Support, Web Development, Risk Management, Contact Management, Quality Assurance, Disaster Recovery, Investor Services, Business Continuity..., Mergers, Acquisition Integration, Web Design, Analytics, Metrics Reporting, Content Management, Web Analytics, Web Interface Design, Global Application..., E-business, Strategic Planning, Executive Management, Vendor Management, Business Intelligence, Mergers & Acquisitions, SDLC, Business Process, Agile Methodologies, Financial Services, Leadership

Education
Boston University - School of Management
Dual Degree - MBA / MS MIS, Finance & Management Information Systems

Hillsdale College
Bachelor of Science, Economics & Finance

Stephen Trimble PMP® Stephen Trimble PMP® Greater Boston Area Details
Stephen Trimble PMP®'s Fidelity Investments Experience November 2011 - Present
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2011 - Present
Fidelity Investments   March 2010 - October 2011
Fidelity Investments   January 2009 - March 2010
Fidelity Investments   December 2004 - January 2009
Fidelity Investments   February 2001 - December 2004
Fidelity Investments   January 1997 - February 2001
Fidelity Investments   June 1995 - January 1997
Investors Bank & Trust  January 1994 - June 1995
Saint-Gobain Abrasives  May 1992 - January 1994
CSC Consulting  May 1989 - June 1992

Skills
Check Processing, ACH, Mutual Funds, Program Management, Portfolio Management, Partner Relationship..., Risk Management, Financial Services, Checks, Business Process..., Relationship Management, SDLC, Team Management, Partner Management, PMO, Project Management

Education
Boston University Questrom School of Business   1984 — 1988
MBA, General Management

Colby College   1978 — 1982
Bachelor of Arts (B.A.), Government

Jeremy Tevald Jeremy Tevald Boston, Massachusetts Details
Jeremy Tevald's Fidelity Investments Experience July 2008 - Present
Job Senior Director, National Financial Client Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2008 - Present
Fidelity Investments   October 2005 - July 2008
Strategic Financial Partners  February 2004 - September 2005
New England Securities  July 2000 - January 2004
American Express Financial Advisors  August 1999 - July 2000

Skills
Mutual Funds, Series 7, Investments, Securities, Financial Services, Relationship Management, Fixed Income, Asset Management, Wealth Management, Asset Allocation, Equities, Retirement, Financial Analysis, Retirement Planning, Defined Benefit

Education
Boston University - School of Management   2010 — 2013
Master of Business Administration (M.B.A.), Finance, Leadership

College of the Holy Cross   1995 — 1999
Bachelor of Arts, History

Avon Old Farms School   1992 — 1995

Tyler Brantingham Tyler Brantingham Greater Boston Area Details
Tyler Brantingham's Fidelity Investments Experience July 2009 - May 2012
Job Commercial Operations, Lead
Industry Biotechnology
Experience
Biogen  June 2014 - Present
Biogen  May 2012 - June 2014
Fidelity Investments   July 2009 - May 2012
Goldman Sachs  May 2007 - August 2008

Skills
Product Management, Business Intelligence, Data Analysis, Requirements Analysis, Business Analysis, Data Management, Microsoft SQL Server, SQL, Oracle, Data Mining, IMS data, Data Quality, Data Warehousing, Pharmaceutical Industry, Systems Analysis, VBA, Informatica, Data Visualization, Business Process..., Data Integration, Salesforce Training, Tableau, Sales Operations, Incentive Compensation, Advanced SQL, Software Implementation, ETL, SQL Server 2000-2008, SSIS, System Design, Report Writing, Business Objects

Education
Babson College - Franklin W. Olin Graduate School of Business   2013 — 2014
Master of Business Administration (MBA)

Boston University - School of Management   2005 — 2009
BS Business Administration, Finance, Management Information Systems

Shannon Stellato Shannon Stellato Dallas/Fort Worth Area Details
Shannon Stellato's Fidelity Investments Experience August 2015 - Present
Job Regional HR Director at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   October 2013 - August 2015
Fidelity Investments   May 2012 - October 2013
CBRE  June 2011 - May 2012
Global Graffiti   2010 - 2011
Hewlett-Packard  May 2009 - December 2009
LyondellBasell Industries  February 2008 - April 2009
Lyondell Chemical Company  August 2006 - February 2008
Lyondell Chemical Company  September 1998 - August 2006

Skills
ERP, Business Intelligence, SAP, SDLC, Agile, IT Management, Business Process, Application Development, Process Improvement, Integration, Business Process..., Project Planning, Project Implementation, Requirements Analysis, Project Delivery, Business Solutions, Business Analysis, SharePoint, Program Management, SAP R/3, Problem Solving, Team Building, Team Leadership, Analysis, IT Governance, Software Project..., Agile Methodologies, Management, Requirements Gathering, SAP ERP, Software Documentation, IT Service Management, Project Management, Software Development, ITIL

Education
Boston University - School of Management   1993 — 1995
MBA, Finance

The University of Texas at Austin
BBA, Finance, International Business

Andrew Bernstein Andrew Bernstein San Francisco, California Details
Andrew Bernstein's Fidelity Investments Experience June 2011 - June 2013
Job Investment Analyst
Industry Financial Services
Experience
Artisan Partners  June 2013 - Present
Fidelity Investments   June 2011 - June 2013

Skills
Investments, Asset Management, Economics, Business Strategy

Education
Boston University - School of Management   2007 — 2011
BSBA, Philosophy & Finance

Haig Toomajanian Haig Toomajanian Greater Boston Area Details
Haig Toomajanian's Fidelity Investments Experience June 2012 - September 2012
Job Sr. Consultant
Industry Investment Management
Experience
Wellington Management  September 2014 - Present
John Hancock  August 2013 - August 2014
SSgA  October 2012 - January 2013
Fidelity Investments   June 2012 - September 2012
John Hancock  August 2009 - December 2011
Harvard Management Company  September 2007 - June 2009
Wellington Management  August 2006 - August 2007
Putnam Investments  April 1998 - August 2006

Skills
Fixed Income, Trading Systems, Derivatives, Investments, Equities, Capital Markets, Hedge Funds, Asset Management

Education
Boston University Questrom School of Business
MBA

University of Massachusetts, Amherst
BS

Patrick Randall, CFP® Patrick Randall, CFP® United States Details
Patrick Randall, CFP®'s Fidelity Investments Experience January 2014 - Present
Job Private Client Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   March 2010 - January 2014
Fidelity Investments   March 2008 - March 2010
Fidelity Investments   February 2007 - March 2008

Skills
401k, Financial Planning, Trading, Investment Strategies, Financial Markets, Asset Allocation, Asset Management, Annuities, Pensions, Insurance, Bloomberg, Mutual Funds, Financial Services, Investments

Education
Boston University Graduate School of Management   2011 — 2014
MBA Finance

Merrimack College   2009 — 2011
Prof Ed, Financial Planning

Gettysburg College   2000 — 2005
BA, Philosophy

Mark Alcaide Mark Alcaide Greater Boston Area Details
Mark Alcaide's Fidelity Investments Experience 2003 - 2009
Job Chief Operating Officer and CFO at Regulatory Compliance, LLC
Industry Financial Services
Experience
Regulatory Compliance, LLC  May 2013 - Present
Ropes & Gray LLP  June 2010 - May 2013
Clinton Foundation  November 2009 - June 2010
Fidelity Investments   2003 - 2009
Fidelity Investments   2001 - 2003
Gillette  1997 - 2001
Coopers & Lybrand  1990 - 1997

Education
Boston University Questrom School of Business   1998 — 2001
MBA, Finance and General Management

University of Vermont   1986 — 1990
BS, Business and Finance

Alexandria M. Carbunari Alexandria M. Carbunari Greater Boston Area Details
Alexandria M. Carbunari's Fidelity Investments Experience July 2014 - Present
Job General Management Apprentice at Fidelity
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   2006 - July 2014

Education
Boston University - School of Management   2009 — 2012
Masters of Business Administration, Finance & Strategy

Bryant University   2002 — 2006
Bachelors of Business Administration, Finance

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