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
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Fidelity Investments Employees
Employee
Years
Job
Industry
Jackson Lee Jackson Lee's Fidelity Investments Experience October 2011 - Present
Job Director, Private Equity at Fidelity Investments
Industry Venture Capital & Private Equity
Experience
Fidelity Investments October 2011 - Present
J. Jill November 2009 - October 2011
TJX April 2007 - September 2009
The TJX Companies, Inc. December 2006 - April 2007
The MENTOR Network July 2004 - July 2006
Textron August 2002 - July 2004
Societe Generale June 2000 - January 2002
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Analytics, Finance, Financial Planning, Valuation, Data Center, Retail, Telecommunications, Business Strategy
Education
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance and Economics
Fidelity Investments October 2011 - Present
J. Jill November 2009 - October 2011
TJX April 2007 - September 2009
The TJX Companies, Inc. December 2006 - April 2007
The MENTOR Network July 2004 - July 2006
Textron August 2002 - July 2004
Societe Generale June 2000 - January 2002
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Analytics, Finance, Financial Planning, Valuation, Data Center, Retail, Telecommunications, Business Strategy
Education
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance and Economics
Keith Whitney Keith Whitney's Fidelity Investments Experience 2006 - 2010
Job MontRidge Partners
Industry Financial Services
Experience
MontRidge Partners, LLC 2015 - Present
QNB Financial Services 2010 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 1998 - 2006
John Hancock Financial Services September 1996 - August 1998
Skills
Portfolio Management, Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Wealth Management, Banking, Investment Banking, Fixed Income, Financial Markets, Relationship Management, Emerging Markets, Financial Services, Trading, Derivatives, Alternative Investments, Hedge Funds, Business Strategy, Risk Management, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Financial Analysis, Strategic Financial..., Asset Management, Private Banking, FX Options, Credit Risk, Financial Planning
Education
Boston University Questrom School of Business 2001 — 2004
MBA, Managment
University of Massachusetts Lowell 1992 — 1995
BA, Economics
Universite de Paris VII 1994 — 1994
DEUG Economics Program, Economics
Université Paris-Sorbonne 1993 — 1993
Certificate, French Language & Civilization
MontRidge Partners, LLC 2015 - Present
QNB Financial Services 2010 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 1998 - 2006
John Hancock Financial Services September 1996 - August 1998
Skills
Portfolio Management, Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Wealth Management, Banking, Investment Banking, Fixed Income, Financial Markets, Relationship Management, Emerging Markets, Financial Services, Trading, Derivatives, Alternative Investments, Hedge Funds, Business Strategy, Risk Management, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Financial Analysis, Strategic Financial..., Asset Management, Private Banking, FX Options, Credit Risk, Financial Planning
Education
Boston University Questrom School of Business 2001 — 2004
MBA, Managment
University of Massachusetts Lowell 1992 — 1995
BA, Economics
Universite de Paris VII 1994 — 1994
DEUG Economics Program, Economics
Université Paris-Sorbonne 1993 — 1993
Certificate, French Language & Civilization
Benjamin Simonds Benjamin Simonds's Fidelity Investments Experience 2008 - 2010
Job Client Portfolio Manager at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2015 - Present
Beachhead Capital Management, LLC November 2013 - June 2015
Gottex Fund Management March 2010 - November 2013
Fidelity Investments 2008 - 2010
NEPC 2002 - 2007
Cambridge Associates 2000 - 2002
Advent International 1998 - 2002
Skills
Asset Managment, Portfolio Management, Hedge Funds, Institutional..., Alternative Investments, Series 7, Equities, Mutual Funds, Investment Strategies, Investments, Asset Management, Investment Management, Risk Management, Private Equity, Asset Allocation
Education
University of New Hampshire 1992 — 1997
Bachelor of Arts (B.A.), American History (United States)
Boston University - School of Management
Certified Financial Planner Program, Financial Planning
Columbia Threadneedle Investments, US June 2015 - Present
Beachhead Capital Management, LLC November 2013 - June 2015
Gottex Fund Management March 2010 - November 2013
Fidelity Investments 2008 - 2010
NEPC 2002 - 2007
Cambridge Associates 2000 - 2002
Advent International 1998 - 2002
Skills
Asset Managment, Portfolio Management, Hedge Funds, Institutional..., Alternative Investments, Series 7, Equities, Mutual Funds, Investment Strategies, Investments, Asset Management, Investment Management, Risk Management, Private Equity, Asset Allocation
Education
University of New Hampshire 1992 — 1997
Bachelor of Arts (B.A.), American History (United States)
Boston University - School of Management
Certified Financial Planner Program, Financial Planning
Greg Clute Greg Clute's Fidelity Investments Experience January 2011 - October 2014
Job Business Transformation Strategist
Industry Financial Services
Experience
Centric Consulting, LLC July 2015 - Present
State Street November 2014 - May 2015
Fidelity Investments January 2011 - October 2014
Fidelity Investments January 2007 - December 2010
Fidelity Investments March 2001 - December 2006
Investor Group Services and Mercer Management Consulting 1999 - 2001
Mercer Management Consulting (now Oliver Wyman) 1989 - 1999
Consolidated Rail Corporation (Conrail) 1985 - 1988
Bath Iron Works 1981 - 1982
McDermott International Inc. 1980 - 1981
Skills
Management Consulting, Business Strategy, Financial Modeling, Portfolio Management, Business Process..., Asset Management, Investments, Valuation, Risk Management, Financial Services, New Business Development, Private Equity, Business Analysis, Business Process..., Analytics, Mergers & Acquisitions, Strategic Financial...
Education
Boston University - School of Management 2011 — 2012
MS, high honors
Northwestern University - Kellogg School of Management
MBA
University of Michigan -- College of Engineering
BSE, magna cum laude
Centric Consulting, LLC July 2015 - Present
State Street November 2014 - May 2015
Fidelity Investments January 2011 - October 2014
Fidelity Investments January 2007 - December 2010
Fidelity Investments March 2001 - December 2006
Investor Group Services and Mercer Management Consulting 1999 - 2001
Mercer Management Consulting (now Oliver Wyman) 1989 - 1999
Consolidated Rail Corporation (Conrail) 1985 - 1988
Bath Iron Works 1981 - 1982
McDermott International Inc. 1980 - 1981
Skills
Management Consulting, Business Strategy, Financial Modeling, Portfolio Management, Business Process..., Asset Management, Investments, Valuation, Risk Management, Financial Services, New Business Development, Private Equity, Business Analysis, Business Process..., Analytics, Mergers & Acquisitions, Strategic Financial...
Education
Boston University - School of Management 2011 — 2012
MS, high honors
Northwestern University - Kellogg School of Management
MBA
University of Michigan -- College of Engineering
BSE, magna cum laude
Kevin McGrath's Fidelity Investments Experience May 2015 - Present
Job Asset Management Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments September 2012 - April 2015
JPMorgan Chase January 2011 - August 2012
Fidelity Investments October 2010 - December 2010
Fidelity Investments June 2009 - August 2009
Skills
Hedge Funds, Microsoft Excel, PowerPoint, Interest Rate..., Debt Management, Capital Structure, Cash Flow Forecasting, Treasury Management, Fixed Income, Equities, Bloomberg, Financial Modeling, Capital Markets, Valuation, Bloomberg Terminal, Investments, Due Diligence, Risk Management
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance Concentration
Lehigh University 2006 — 2010
Bachelor's degree, Finance, General
Fidelity Investments May 2015 - Present
Fidelity Investments September 2012 - April 2015
JPMorgan Chase January 2011 - August 2012
Fidelity Investments October 2010 - December 2010
Fidelity Investments June 2009 - August 2009
Skills
Hedge Funds, Microsoft Excel, PowerPoint, Interest Rate..., Debt Management, Capital Structure, Cash Flow Forecasting, Treasury Management, Fixed Income, Equities, Bloomberg, Financial Modeling, Capital Markets, Valuation, Bloomberg Terminal, Investments, Due Diligence, Risk Management
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance Concentration
Lehigh University 2006 — 2010
Bachelor's degree, Finance, General
Andrew Taubman 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
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
Harry Robertson Harry Robertson's Fidelity Investments Experience 1994 - 1997
Job Project Manager at Partners HealthCare North Shore Medical Center
Industry Information Services
Experience
Partners Health Care - North Shore Medical Center (Contract through Insight Global) May 2014 - Present
Vertex Pharmaceuticals (Contract through Astadia) December 2013 - March 2014
Takeda Pharmaceuticals (Contract through Harvard Partners and Randstad) March 2013 - December 2013
Vertex Pharmaceuticals (Contract through Astadia) August 2011 - January 2013
VistaPrint February 2009 - February 2011
Wellington Management 1997 - 2008
Fidelity Investments 1994 - 1997
Digital Equipment Corporation 1985 - 1994
Telelogic 1983 - 1985
Skills
Vendor Relations, Asset Management, Budgeting, Program Management, Vendor Management, Service Desk Management, Technology support, Purchasing Negotiations, Hardware and Software..., Software Compliance, End User Support, Project Management, Cost Containment, Client Relationship..., Client Engagement, Leading Change, Customer Relations, Process Improvement, Service Improvement, Group Management, Delivery Management, Asset Managment, Technical Support, Budgets, Customer Service, Customer Engagement, Disaster Recovery, Software Project..., Management, Purchasing, Hardware, Software Documentation, CRM, Business Analysis, Project Governance, Contract Negotiation, Mobile Devices, Cross-functional Team..., Infrastructure, Project Portfolio..., Cost Accounting, Group Development, IT Strategy, IT Management, Leadership, Outsourcing, Strategy, Service Now
Education
Boston University Graduate School of Management 1998 — 2002
MBA, General Management
University of New Hampshire
BA, Fine Arts and English
Partners Health Care - North Shore Medical Center (Contract through Insight Global) May 2014 - Present
Vertex Pharmaceuticals (Contract through Astadia) December 2013 - March 2014
Takeda Pharmaceuticals (Contract through Harvard Partners and Randstad) March 2013 - December 2013
Vertex Pharmaceuticals (Contract through Astadia) August 2011 - January 2013
VistaPrint February 2009 - February 2011
Wellington Management 1997 - 2008
Fidelity Investments 1994 - 1997
Digital Equipment Corporation 1985 - 1994
Telelogic 1983 - 1985
Skills
Vendor Relations, Asset Management, Budgeting, Program Management, Vendor Management, Service Desk Management, Technology support, Purchasing Negotiations, Hardware and Software..., Software Compliance, End User Support, Project Management, Cost Containment, Client Relationship..., Client Engagement, Leading Change, Customer Relations, Process Improvement, Service Improvement, Group Management, Delivery Management, Asset Managment, Technical Support, Budgets, Customer Service, Customer Engagement, Disaster Recovery, Software Project..., Management, Purchasing, Hardware, Software Documentation, CRM, Business Analysis, Project Governance, Contract Negotiation, Mobile Devices, Cross-functional Team..., Infrastructure, Project Portfolio..., Cost Accounting, Group Development, IT Strategy, IT Management, Leadership, Outsourcing, Strategy, Service Now
Education
Boston University Graduate School of Management 1998 — 2002
MBA, General Management
University of New Hampshire
BA, Fine Arts and English
Douglas Laird Douglas Laird's Fidelity Investments Experience February 1986 - May 2000
Job Senior Vice President at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2000 - Present
Fidelity Investments February 1986 - May 2000
Education
Boston University Questrom School of Business 1989 — 1992
MBA, Finance
University of Colorado at Boulder 1979 — 1983
BA, Economics
Janus Capital Group May 2000 - Present
Fidelity Investments February 1986 - May 2000
Education
Boston University Questrom School of Business 1989 — 1992
MBA, Finance
University of Colorado at Boulder 1979 — 1983
BA, Economics
Eric Levy's Fidelity Investments Experience June 1987 - September 1991
Job Executive Vice President, Group Retirement at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
Lincoln Financial Group January 2010 - Present
Aviv Centers For Living September 2012 - November 2014
Mercer Outsourcing January 2006 - January 2010
New England Hot Dog Company March 2005 - December 2006
Winthrop Consulting November 2004 - December 2005
Putnam Investments July 1995 - November 2004
Allmerica Financial September 1991 - June 1995
Fidelity Investments June 1987 - September 1991
Skills
Mutual Funds, Investment Management, Insurance, Outsourcing, Brokerage, Franchising, Retirement, 401k, Series 7, Defined Benefit, Corporate Benefits, Pensions, Series 63, Investments, Asset Managment, Asset Allocation, ERISA, Financial Services, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Employee Benefits, Wealth Management, CRM, Relationship Management, Securities, Fixed Annuities, Series 6, Equities, Finance, Portfolio Management, ETFs, Leadership, Business Strategy, Hedge Funds, Strategic Financial...
Education
Boston University Questrom School of Business 1988 — 1991
MBA, Marketing
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Business Administration (BBA), Finance
AIG June 2015 - Present
Lincoln Financial Group January 2010 - Present
Aviv Centers For Living September 2012 - November 2014
Mercer Outsourcing January 2006 - January 2010
New England Hot Dog Company March 2005 - December 2006
Winthrop Consulting November 2004 - December 2005
Putnam Investments July 1995 - November 2004
Allmerica Financial September 1991 - June 1995
Fidelity Investments June 1987 - September 1991
Skills
Mutual Funds, Investment Management, Insurance, Outsourcing, Brokerage, Franchising, Retirement, 401k, Series 7, Defined Benefit, Corporate Benefits, Pensions, Series 63, Investments, Asset Managment, Asset Allocation, ERISA, Financial Services, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Employee Benefits, Wealth Management, CRM, Relationship Management, Securities, Fixed Annuities, Series 6, Equities, Finance, Portfolio Management, ETFs, Leadership, Business Strategy, Hedge Funds, Strategic Financial...
Education
Boston University Questrom School of Business 1988 — 1991
MBA, Marketing
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Anthony Galetta Anthony Galetta's Fidelity Investments Experience November 2009 - November 2010
Job Solutions Specialist at SunGard
Industry Financial Services
Experience
SunGard September 2013 - Present
SunGard January 2012 - September 2013
SunGard November 2010 - January 2012
Fidelity Investments November 2009 - November 2010
Assembly Guidance Systems November 2006 - November 2009
Assembly Guidance Systems October 2004 - October 2006
Skills
Product Management, Client Retention..., Relationship Management, Product Support, Fixed Income, Requirements Analysis, Equities, Competitive Analysis, Enterprise Software, Business Development, Business Analysis, Project Management, Process Improvement
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Marketing
Rutgers University-New Brunswick 1999 — 2004
BS, Electrical & Computer Engineering
SunGard September 2013 - Present
SunGard January 2012 - September 2013
SunGard November 2010 - January 2012
Fidelity Investments November 2009 - November 2010
Assembly Guidance Systems November 2006 - November 2009
Assembly Guidance Systems October 2004 - October 2006
Skills
Product Management, Client Retention..., Relationship Management, Product Support, Fixed Income, Requirements Analysis, Equities, Competitive Analysis, Enterprise Software, Business Development, Business Analysis, Project Management, Process Improvement
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Marketing
Rutgers University-New Brunswick 1999 — 2004
BS, Electrical & Computer Engineering
Joseph Hope Joseph Hope's Fidelity Investments Experience May 1996 - July 2008
Job Controller at Globespan Capital Partners
Industry Venture Capital & Private Equity
Experience
Globespan Capital Partners August 2008 - Present
Fidelity Investments May 1996 - July 2008
Ernst & Young September 1988 - May 1996
Skills
Financial Analysis, Financial Reporting, Due Diligence, Accounting, Mergers, Private Equity, Venture Capital
Education
Northeastern University - Graduate School of Business Administration 1998 — 2001
MBA
Boston University Questrom School of Business 1984 — 1988
BSBA, Accounting
School name: 1984 — 1988
Bachelor of Science (BS), Accounting
Globespan Capital Partners August 2008 - Present
Fidelity Investments May 1996 - July 2008
Ernst & Young September 1988 - May 1996
Skills
Financial Analysis, Financial Reporting, Due Diligence, Accounting, Mergers, Private Equity, Venture Capital
Education
Northeastern University - Graduate School of Business Administration 1998 — 2001
MBA
Boston University Questrom School of Business 1984 — 1988
BSBA, Accounting
School name: 1984 — 1988
Bachelor of Science (BS), Accounting
Cullen Roberts's Fidelity Investments Experience September 2005 - December 2008
Job Sr. Financial Analyst at Thomson Reuters (IP Solutions)
Industry Legal Services
Experience
Thomson Reuters December 2008 - Present
Fidelity Investments September 2005 - December 2008
Fidelity Investments September 2001 - September 2005
Amdocs August 1998 - September 2001
Skills
Microsoft Excel, PowerPoint, Business Objects, Tableau, Cognos, Salesforce.com, Oracle Discoverer, Hyperion Enterprise, SAP, BEx Reporting, Pivot Tables, Solver, Microsoft Word
Education
Boston University Questrom School of Business
Masters of Business Administration
University of Connecticut 1994 — 1998
B.S., International Business - Management
Thomson Reuters December 2008 - Present
Fidelity Investments September 2005 - December 2008
Fidelity Investments September 2001 - September 2005
Amdocs August 1998 - September 2001
Skills
Microsoft Excel, PowerPoint, Business Objects, Tableau, Cognos, Salesforce.com, Oracle Discoverer, Hyperion Enterprise, SAP, BEx Reporting, Pivot Tables, Solver, Microsoft Word
Education
Boston University Questrom School of Business
Masters of Business Administration
University of Connecticut 1994 — 1998
B.S., International Business - Management
Howard Galligan's Fidelity Investments Experience President- Fidelity Pricing and Cash Management ServicesFidelity InvestmentsJune 2014 - Present
Job President at Fidelity Investments(FPCMS)
Industry Financial Services
Experience
Fidelity Investments President- Fidelity Pricing and Cash Management ServicesFidelity InvestmentsJune 2014 - Present
Fidelity Investments April 2011 - May 2014
Fidelity Investments August 2003 - March 2011
Fidelity Investments November 2000 - July 2003
Skills
Asset Management, Operations Management, Process Improvement, Strategic Planning, Financial Planning, Asset Managment, Business Analysis, Financial Analysis, Financial Services, Fixed Income, Program Management, Risk Management, Strategic Financial..., Strategy, Vendor Management, Investments, Mutual Funds, Portfolio Management
Education
Boston University - School of Management 1992 — 1995
Master of Business Administration (MBA)
University of Maine 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments President- Fidelity Pricing and Cash Management ServicesFidelity InvestmentsJune 2014 - Present
Fidelity Investments April 2011 - May 2014
Fidelity Investments August 2003 - March 2011
Fidelity Investments November 2000 - July 2003
Skills
Asset Management, Operations Management, Process Improvement, Strategic Planning, Financial Planning, Asset Managment, Business Analysis, Financial Analysis, Financial Services, Fixed Income, Program Management, Risk Management, Strategic Financial..., Strategy, Vendor Management, Investments, Mutual Funds, Portfolio Management
Education
Boston University - School of Management 1992 — 1995
Master of Business Administration (MBA)
University of Maine 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Jim Palma's Fidelity Investments Experience May 2008 - July 2010
Job Executive Director at TargetCancer Foundation
Industry Nonprofit Organization Management
Experience
TargetCancer Foundation September 2010 - Present
Fidelity Investments May 2008 - July 2010
Fidelity Investments January 2004 - April 2008
Fidelity Investments January 2002 - December 2003
Fidelity Investments October 1999 - December 2001
Skills
Non-profits, Public Speaking, Volunteer Management, Management, Event Planning, Fundraising, Philanthropy, Organizational..., Leadership, Project Management, Event Management, Community Outreach, Program Development, Training, Editing, Nonprofits
Education
Boston University Questrom School of Business 2011 — 2012
Certificate, Institute for Nonprofit Management and Leadership
LOYOLA UNIVERSITY MARYLAND 1995 — 1999
Bachelor of Arts, Writing/Political Science
TargetCancer Foundation September 2010 - Present
Fidelity Investments May 2008 - July 2010
Fidelity Investments January 2004 - April 2008
Fidelity Investments January 2002 - December 2003
Fidelity Investments October 1999 - December 2001
Skills
Non-profits, Public Speaking, Volunteer Management, Management, Event Planning, Fundraising, Philanthropy, Organizational..., Leadership, Project Management, Event Management, Community Outreach, Program Development, Training, Editing, Nonprofits
Education
Boston University Questrom School of Business 2011 — 2012
Certificate, Institute for Nonprofit Management and Leadership
LOYOLA UNIVERSITY MARYLAND 1995 — 1999
Bachelor of Arts, Writing/Political Science
Brian Reilly Brian Reilly's Fidelity Investments Experience January 2008 - May 2010
Job Vice President, ETF Sales & Relationship Management
Industry Financial Services
Experience
Brown Brothers Harriman May 2010 - Present
Fidelity Investments January 2008 - May 2010
Fidelity Investments January 2001 - January 2008
Fidelity Investments February 1998 - January 2001
Fidelity Investments March 1996 - February 1998
Skills
ETFs, Mutual Funds, Alternative Investments, Product Management, FX, Financial Services, Series 7, Options, Product Marketing, Entrepreneurship, Relationship Management, FX Options, Asset Management, Trading Strategies, Equity Research, Investment Management, Retirement, Series 63, Emerging Markets, Investments, Financial Markets, Asset Allocation, Fixed Income, Securities, Equity Derivatives, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Equities, Investment Strategies, Financial Modeling, Investment Banking, Capital Markets, Trading Systems, FINRA, Trading
Education
Boston University - School of Management 1997 — 2000
MBA
Franklin and Marshall College 1986 — 1990
BA
Noble and Greenough School 1980 — 1986
Brown Brothers Harriman May 2010 - Present
Fidelity Investments January 2008 - May 2010
Fidelity Investments January 2001 - January 2008
Fidelity Investments February 1998 - January 2001
Fidelity Investments March 1996 - February 1998
Skills
ETFs, Mutual Funds, Alternative Investments, Product Management, FX, Financial Services, Series 7, Options, Product Marketing, Entrepreneurship, Relationship Management, FX Options, Asset Management, Trading Strategies, Equity Research, Investment Management, Retirement, Series 63, Emerging Markets, Investments, Financial Markets, Asset Allocation, Fixed Income, Securities, Equity Derivatives, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Equities, Investment Strategies, Financial Modeling, Investment Banking, Capital Markets, Trading Systems, FINRA, Trading
Education
Boston University - School of Management 1997 — 2000
MBA
Franklin and Marshall College 1986 — 1990
BA
Noble and Greenough School 1980 — 1986
Jennifer Chung Jennifer Chung's Fidelity Investments Experience March 2013 - Present
Job Fidelity Corporate Audit Analyst
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments June 2012 - December 2012
Elizabeth Arden July 2011 - September 2011
Skills
Microsoft Office, Bloomberg, Microsoft Excel, Auditing, Finance
Education
Boston University - School of Management 2009 — 2013
BBA, Finance
Boston University- London Programmes 2011 — 2011
Study Abroad, Management
Yonsei University 2010 — 2010
Yonsei International Summer School
Fidelity Investments March 2013 - Present
Fidelity Investments June 2012 - December 2012
Elizabeth Arden July 2011 - September 2011
Skills
Microsoft Office, Bloomberg, Microsoft Excel, Auditing, Finance
Education
Boston University - School of Management 2009 — 2013
BBA, Finance
Boston University- London Programmes 2011 — 2011
Study Abroad, Management
Yonsei University 2010 — 2010
Yonsei International Summer School
Andy Ochs Andy Ochs's Fidelity Investments Experience June 2014 - Present
Job Director of Pricing Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2012 - June 2014
Fidelity Investments June 2011 - August 2011
GHD July 2007 - August 2010
Skills
Analysis, Business Strategy, Financial Analysis, Financial Modeling, Forecasting, Valuation, Leadership, Management, Project Planning, Six Sigma
Education
Boston University - School of Management 2010 — 2012
MBA, Finance, High Honors
Cornell University 2003 — 2007
BS, Biological Engineering
Fidelity Investments June 2014 - Present
Fidelity Investments June 2012 - June 2014
Fidelity Investments June 2011 - August 2011
GHD July 2007 - August 2010
Skills
Analysis, Business Strategy, Financial Analysis, Financial Modeling, Forecasting, Valuation, Leadership, Management, Project Planning, Six Sigma
Education
Boston University - School of Management 2010 — 2012
MBA, Finance, High Honors
Cornell University 2003 — 2007
BS, Biological Engineering
Josh Weisbuch Josh Weisbuch's Fidelity Investments Experience 2000 - 2001
Job Motorcycle sales / Customer Service
Industry Automotive
Experience
Weisbuch Consulting 1995 - Present
High Octane Harley-Davidson March 2014 - September 2014
Apple Retail 2007 - 2007
Fidelity Investments 2000 - 2001
The White House October 1994 - April 1995
UCLA Olive View Medical September 1993 - July 1994
Skills
Mac, Networking, Troubleshooting, Wireless, Technical Support, Software Installation, Software Development, Mac OS X, System Administration, Integration, Windows, Windows 7, iPhone, Project Management, Customer Service, Team Leadership, Project Planning, Mobile Devices, IT Management, Management, Strategy
Education
Boston University - School of Management 1990 — 1993
BSBA, Organizational Behavior Studies
New York University 1988 — 1989
Cambridge School of Weston 1984 — 1988
High School
Fessenden School 1980 — 1984
Grade School
Weisbuch Consulting 1995 - Present
High Octane Harley-Davidson March 2014 - September 2014
Apple Retail 2007 - 2007
Fidelity Investments 2000 - 2001
The White House October 1994 - April 1995
UCLA Olive View Medical September 1993 - July 1994
Skills
Mac, Networking, Troubleshooting, Wireless, Technical Support, Software Installation, Software Development, Mac OS X, System Administration, Integration, Windows, Windows 7, iPhone, Project Management, Customer Service, Team Leadership, Project Planning, Mobile Devices, IT Management, Management, Strategy
Education
Boston University - School of Management 1990 — 1993
BSBA, Organizational Behavior Studies
New York University 1988 — 1989
Cambridge School of Weston 1984 — 1988
High School
Fessenden School 1980 — 1984
Grade School
Jasper Jenkins's Fidelity Investments Experience May 2013 - January 2014
Job University of Texas MPA Student
Industry Accounting
Experience
KPMG June 2014 - July 2014
Fidelity Investments May 2013 - January 2014
Skills
Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Access, Social Media, Invoice Processing, G/L Reconciliations, FITS, Account Reconciliation, Outlook, Pivot Tables, IFRS, Leadership, Public Speaking, Teamwork, Data Analysis, Finance, Microsoft Word, Research, Event Planning, Social Networking
Education
The University of Texas at Austin 2015 — 2016
Master in Professional Accounting
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (BS) in Business Administration, Accounting
Southlake Carroll Senior High School 2007 — 2011
Stanford University 2010 — 2010
High School
KPMG June 2014 - July 2014
Fidelity Investments May 2013 - January 2014
Skills
Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Access, Social Media, Invoice Processing, G/L Reconciliations, FITS, Account Reconciliation, Outlook, Pivot Tables, IFRS, Leadership, Public Speaking, Teamwork, Data Analysis, Finance, Microsoft Word, Research, Event Planning, Social Networking
Education
The University of Texas at Austin 2015 — 2016
Master in Professional Accounting
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (BS) in Business Administration, Accounting
Southlake Carroll Senior High School 2007 — 2011
Stanford University 2010 — 2010
High School
Emily Doran Emily Doran's Fidelity Investments Experience July 2007 - March 2010
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company October 2014 - Present
Vosges Haut-Chocolat June 2013 - October 2014
Kellogg School of Management August 2012 - June 2014
Beam Suntory August 2011 - July 2012
Beam Global Spirits & Wine March 2010 - August 2011
Fidelity Investments July 2007 - March 2010
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University - School of Management 2003 — 2007
BSBA, Finance, Economics
Dublin City University 2006 — 2006
Study Abroad Program
Bain & Company October 2014 - Present
Vosges Haut-Chocolat June 2013 - October 2014
Kellogg School of Management August 2012 - June 2014
Beam Suntory August 2011 - July 2012
Beam Global Spirits & Wine March 2010 - August 2011
Fidelity Investments July 2007 - March 2010
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University - School of Management 2003 — 2007
BSBA, Finance, Economics
Dublin City University 2006 — 2006
Study Abroad Program
John Tokarowski's Fidelity Investments Experience September 2015 - Present
Job Financial Markets Group Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - Present
John Tokarowski Photography LLC February 2010 - Present
Timber Creek Capital Management October 2014 - May 2015
CoastRock Capital Management June 2014 - October 2014
Worcester Country Club September 2011 - November 2012
Skills
Portrait Photography, Headshots, Photography, Digital Photography, Model Portfolios, Studio Photography, Portraits, Studio Lighting, Capture One, Bloomberg, Stocks, Equities, Finance, Photoshop, Commercial Photography, Lightroom, Microsoft Office, Image Editing, Social Media, Photos, Customer Service, Adobe Creative Suite, On Location, Lifestyle Photography, Social Media Marketing, iOS
Education
Boston University Questrom School of Business 2014 — 2017
Bachelor's Degree, Finance, 3.44
Suffolk University 2013 — 2014
Bachelor of Business Administration (BBA), Finance and Entrepreneurship, 4.0
Wachusett Regional High School 2009 — 2013
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - Present
John Tokarowski Photography LLC February 2010 - Present
Timber Creek Capital Management October 2014 - May 2015
CoastRock Capital Management June 2014 - October 2014
Worcester Country Club September 2011 - November 2012
Skills
Portrait Photography, Headshots, Photography, Digital Photography, Model Portfolios, Studio Photography, Portraits, Studio Lighting, Capture One, Bloomberg, Stocks, Equities, Finance, Photoshop, Commercial Photography, Lightroom, Microsoft Office, Image Editing, Social Media, Photos, Customer Service, Adobe Creative Suite, On Location, Lifestyle Photography, Social Media Marketing, iOS
Education
Boston University Questrom School of Business 2014 — 2017
Bachelor's Degree, Finance, 3.44
Suffolk University 2013 — 2014
Bachelor of Business Administration (BBA), Finance and Entrepreneurship, 4.0
Wachusett Regional High School 2009 — 2013
Brett Durand Brett Durand's Fidelity Investments Experience August 1999 - May 2001
Job Pfizer Inc.
Industry Pharmaceuticals
Experience
Pfizer May 2004 - Present
Fish & Neave (now Ropes & Gray) July 2001 - July 2004
Fidelity Investments August 1999 - May 2001
SNL Financial May 1998 - August 1999
Skills
Change Management, Strategy, Data Privacy, Litigation Support, Document Management, Leadership, IT Audit, Quality Assurance, Team Building, Privacy Law, Product Development, FCPA, Intellectual Property, Mergers, Document Review, Records Management, Vendor Management, Pharmaceutical Industry, IT Strategy, Process Improvement, Mergers & Acquisitions, Business Process, 21 CFR Part 11, Computer System..., Information Technology, Cross-functional Team..., Enterprise Software, Business Process..., Corporate Governance, Information Management, Litigation, Management
Education
Georgetown University Law Center 2010 — 2010
Certificate, Advanced E-Discovery Institute
Brooklyn Law School 2001 — 2006
JD, Law
Boston University Questrom School of Business 1999 — 2001
MBA, Finance
Boston University Questrom School of Business 1999 — 2001
MS, Information Systems
James Madison University 1995 — 1998
BS, Economics & Philosophy
Pfizer May 2004 - Present
Fish & Neave (now Ropes & Gray) July 2001 - July 2004
Fidelity Investments August 1999 - May 2001
SNL Financial May 1998 - August 1999
Skills
Change Management, Strategy, Data Privacy, Litigation Support, Document Management, Leadership, IT Audit, Quality Assurance, Team Building, Privacy Law, Product Development, FCPA, Intellectual Property, Mergers, Document Review, Records Management, Vendor Management, Pharmaceutical Industry, IT Strategy, Process Improvement, Mergers & Acquisitions, Business Process, 21 CFR Part 11, Computer System..., Information Technology, Cross-functional Team..., Enterprise Software, Business Process..., Corporate Governance, Information Management, Litigation, Management
Education
Georgetown University Law Center 2010 — 2010
Certificate, Advanced E-Discovery Institute
Brooklyn Law School 2001 — 2006
JD, Law
Boston University Questrom School of Business 1999 — 2001
MBA, Finance
Boston University Questrom School of Business 1999 — 2001
MS, Information Systems
James Madison University 1995 — 1998
BS, Economics & Philosophy
Elliott Clarke's Fidelity Investments Experience 2012 - Present
Job Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Rogerscasey - Investment Consultant 2006 - 2012
Skills
Relationship Management, Investor Relations, Investment Strategies, Equities, Fixed Income, Defined Benefit, Defined Contribution, 401k, Endowments, Asset Allocation, Investments, Capital Markets, Alternative Investments, Financial Analysis, Performance Attribution, Series 7, Series 63
Education
Saint Lawrence University
Bachelor’s Degree, Economics
Boston University - School of Management
Master’s Degree, Investment Management
University of London
Study abroad program in London, UK through St. Lawrence University
Fidelity Investments 2012 - Present
Rogerscasey - Investment Consultant 2006 - 2012
Skills
Relationship Management, Investor Relations, Investment Strategies, Equities, Fixed Income, Defined Benefit, Defined Contribution, 401k, Endowments, Asset Allocation, Investments, Capital Markets, Alternative Investments, Financial Analysis, Performance Attribution, Series 7, Series 63
Education
Saint Lawrence University
Bachelor’s Degree, Economics
Boston University - School of Management
Master’s Degree, Investment Management
University of London
Study abroad program in London, UK through St. Lawrence University
Garima Giri's Fidelity Investments Experience June 2012 - May 2015
Job MBA Candidate at University of California Berkeley
Industry Financial Services
Experience
Fidelity Investments June 2012 - May 2015
Choice Healthcare IT Global June 2011 - June 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
BlueStar AMG 2011 - 2011
National Amusements July 2009 - January 2010
Skills
Financial Modeling, Auditing, Financial Analysis, Financial Reporting, Strategic Planning, Finance, Microsoft Excel, Strategic Financial..., PowerPoint, Access, Corporate Finance, Data Analysis, Microsoft Office, Social Media, Financial Planning, Mandarin
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University - School of Management 2008 — 2012
BS, Accounting & Finance
Westwood High School 2004 — 2008
Fidelity Investments June 2012 - May 2015
Choice Healthcare IT Global June 2011 - June 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
BlueStar AMG 2011 - 2011
National Amusements July 2009 - January 2010
Skills
Financial Modeling, Auditing, Financial Analysis, Financial Reporting, Strategic Planning, Finance, Microsoft Excel, Strategic Financial..., PowerPoint, Access, Corporate Finance, Data Analysis, Microsoft Office, Social Media, Financial Planning, Mandarin
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University - School of Management 2008 — 2012
BS, Accounting & Finance
Westwood High School 2004 — 2008
Kathleen Hayes's Fidelity Investments Experience 1994 - 1997
Job Vice President, Human Resources at Voyager Therapeutics, Inc.
Industry Human Resources
Experience
Voyager Therapeutics, Inc. September 2015 - Present
Insulet Corporation May 2010 - April 2015
Outcome 2009 - 2010
PerkinElmer November 2007 - December 2008
ViaCell 2003 - November 2007
Belenos, Inc. 1999 - 2002
Sapient 1999 - 1999
Shiva Corporation 1997 - 1998
Fidelity Investments 1994 - 1997
Computervision Corporation/Prime Computer June 1986 - June 1994
Education
Boston University Questrom School of Business
University of Massachusetts, Amherst
BSBA
Voyager Therapeutics, Inc. September 2015 - Present
Insulet Corporation May 2010 - April 2015
Outcome 2009 - 2010
PerkinElmer November 2007 - December 2008
ViaCell 2003 - November 2007
Belenos, Inc. 1999 - 2002
Sapient 1999 - 1999
Shiva Corporation 1997 - 1998
Fidelity Investments 1994 - 1997
Computervision Corporation/Prime Computer June 1986 - June 1994
Education
Boston University Questrom School of Business
University of Massachusetts, Amherst
BSBA
Jenna Stoltzfus's Fidelity Investments Experience June 2012 - August 2012
Job Client Services Consultant at SunGard
Industry Real Estate
Experience
SunGard 2013 - July 2015
Boston University School of Management September 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Boston University Finance and Investment Club September 2011 - May 2012
Hertz Rental Car May 2011 - September 2011
Boston University Emergency Medical Services September 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Access, Argus Modeling, SQL, Real Estate, Microsoft Office, Customer Service, Sales, Financial Analysis, Essbase, Microsoft Word, Photoshop, Social Media, Research, Outlook, Time Management, Accounting, Microsoft SQL Server
Education
Boston University - School of Management 2009 — 2013
Bachelor's Degree, Business Administration
La Canada High School 2005 — 2009
SunGard 2013 - July 2015
Boston University School of Management September 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Boston University Finance and Investment Club September 2011 - May 2012
Hertz Rental Car May 2011 - September 2011
Boston University Emergency Medical Services September 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Access, Argus Modeling, SQL, Real Estate, Microsoft Office, Customer Service, Sales, Financial Analysis, Essbase, Microsoft Word, Photoshop, Social Media, Research, Outlook, Time Management, Accounting, Microsoft SQL Server
Education
Boston University - School of Management 2009 — 2013
Bachelor's Degree, Business Administration
La Canada High School 2005 — 2009
Carolyn Zimmer Carolyn Zimmer's Fidelity Investments Experience 1998 - 2003
Job (MS)2 Program Coordinator at Phillips Academy
Industry Religious Institutions
Experience
Phillips Academy June 2014 - Present
North Parish of North Andover September 2004 - June 2014
North Andover Schools Enrichment Council 2010 - 2012
Asian Center for Merrimack Valley January 2011 - December 2011
Jericho Road Lawrence 2008 - 2010
Fidelity Investments 1998 - 2003
TIAA-CREF 1989 - 1998
Skills
Nonprofits, Relationship Management, Public Speaking, Community Outreach, Volunteer Management, Fundraising, Social Media, Benefits Design, Mutual Funds, Retirement Planning, Event Management
Education
Boston University Graduate School of Management
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (B.S.), Communications
Phillips Academy June 2014 - Present
North Parish of North Andover September 2004 - June 2014
North Andover Schools Enrichment Council 2010 - 2012
Asian Center for Merrimack Valley January 2011 - December 2011
Jericho Road Lawrence 2008 - 2010
Fidelity Investments 1998 - 2003
TIAA-CREF 1989 - 1998
Skills
Nonprofits, Relationship Management, Public Speaking, Community Outreach, Volunteer Management, Fundraising, Social Media, Benefits Design, Mutual Funds, Retirement Planning, Event Management
Education
Boston University Graduate School of Management
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (B.S.), Communications
Jay Chen's Fidelity Investments Experience May 2011 - August 2011
Job Senior Associate, M&A Advisory at PwC
Industry Management Consulting
Experience
PwC August 2013 - Present
PwC June 2012 - August 2012
Quintiles Consulting January 2012 - May 2012
Fidelity Investments May 2011 - August 2011
Skills
Cross-functional Team..., PowerPoint, Strategic Planning, Management, Strategy, Teaching, Mergers & Acquisitions, Data Analysis, Healthcare, Financial Analysis, Market Research, Leadership, Microsoft Excel, Financial Modeling, Analysis, Microsoft Word, Economics, Statistics
Education
Boston University Questrom School of Business 2009 — 2013
BSBA, Finance, Operations, and Information Systems, Minor in Economics
Acton-Boxborough Regional High School 2005 — 2009
High School Diploma
Fenn School
PwC August 2013 - Present
PwC June 2012 - August 2012
Quintiles Consulting January 2012 - May 2012
Fidelity Investments May 2011 - August 2011
Skills
Cross-functional Team..., PowerPoint, Strategic Planning, Management, Strategy, Teaching, Mergers & Acquisitions, Data Analysis, Healthcare, Financial Analysis, Market Research, Leadership, Microsoft Excel, Financial Modeling, Analysis, Microsoft Word, Economics, Statistics
Education
Boston University Questrom School of Business 2009 — 2013
BSBA, Finance, Operations, and Information Systems, Minor in Economics
Acton-Boxborough Regional High School 2005 — 2009
High School Diploma
Fenn School
Fran Petrangelo, CFA Fran Petrangelo, CFA's Fidelity Investments Experience July 2005 - Present
Job Vice President, Investment Consulting Manager
Industry Financial Services
Experience
Fidelity Investments July 2005 - Present
Fidelity Investments September 2000 - June 2005
Fidelity Investments July 1998 - August 2000
Fidelity Investments September 1996 - July 1998
William M. Mercer 1994 - 1996
The Boston Company 1990 - 1994
Skills
Investment Management, CRM, Salesforce.com, Management, Investment Advisory, Financial Services, Strategic Planning
Education
Boston University - School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Finance
Isenberg School of Management, UMass Amherst 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments July 2005 - Present
Fidelity Investments September 2000 - June 2005
Fidelity Investments July 1998 - August 2000
Fidelity Investments September 1996 - July 1998
William M. Mercer 1994 - 1996
The Boston Company 1990 - 1994
Skills
Investment Management, CRM, Salesforce.com, Management, Investment Advisory, Financial Services, Strategic Planning
Education
Boston University - School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Finance
Isenberg School of Management, UMass Amherst 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Cynthia McCue Cynthia McCue's Fidelity Investments Experience July 2015 - Present
Job Director Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments December 2011 - July 2015
Fidelity Investments September 2008 - December 2011
Fidelity Investments July 2006 - September 2008
Robeco September 2002 - July 2006
Skills
Excel, Powerpoint, Word, Financial Analysis, Process Improvement, Data Analysis, Analysis, Project Management, Financial Reporting, Accounting, Strategic Planning, Visio, Microsoft Excel, Risk Management, Business Analysis, Finance, Financial Modeling, Financial Services
Education
Boston University Questrom School of Business 2009 — 2012
MBA, Finance
University of Vermont 1998 — 2002
Business Administration
Braintree High School 1994 — 1998
Fidelity Investments July 2015 - Present
Fidelity Investments December 2011 - July 2015
Fidelity Investments September 2008 - December 2011
Fidelity Investments July 2006 - September 2008
Robeco September 2002 - July 2006
Skills
Excel, Powerpoint, Word, Financial Analysis, Process Improvement, Data Analysis, Analysis, Project Management, Financial Reporting, Accounting, Strategic Planning, Visio, Microsoft Excel, Risk Management, Business Analysis, Finance, Financial Modeling, Financial Services
Education
Boston University Questrom School of Business 2009 — 2012
MBA, Finance
University of Vermont 1998 — 2002
Business Administration
Braintree High School 1994 — 1998
Anne Swinney's Fidelity Investments Experience 1989 - 1999
Job CoFounder; Chief Financial and Administrative Officer at Kids Overcoming, LLC
Industry Financial Services
Experience
Kids Overcoming, LLC September 2012 - Present
Kids Overcoming, LLC September 2012 - Present
Focus Consulting June 2012 - Present
Easter Seals Bay Area 2008 - May 2012
21st Century Financial Corporation 2004 - July 2008
Volkswagen Bank USA 2001 - 2004
eCharge Bank 1999 - 2001
Fidelity Investments 1989 - 1999
Skills
Strategic Planning, Accounting, Management, Program Management, Business Planning, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Managerial Finance, Marketing Strategy, Executive Management, Nonprofits, Banking, Fundraising, Cash Management, Board Development, Public Speaking, Project Management, Program Development, Grant Writing, Financial Planning, Non-profits, Entrepreneurship
Education
Boston University - School of Management 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Kids Overcoming, LLC September 2012 - Present
Kids Overcoming, LLC September 2012 - Present
Focus Consulting June 2012 - Present
Easter Seals Bay Area 2008 - May 2012
21st Century Financial Corporation 2004 - July 2008
Volkswagen Bank USA 2001 - 2004
eCharge Bank 1999 - 2001
Fidelity Investments 1989 - 1999
Skills
Strategic Planning, Accounting, Management, Program Management, Business Planning, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Managerial Finance, Marketing Strategy, Executive Management, Nonprofits, Banking, Fundraising, Cash Management, Board Development, Public Speaking, Project Management, Program Development, Grant Writing, Financial Planning, Non-profits, Entrepreneurship
Education
Boston University - School of Management 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Brooks Hamblett Brooks Hamblett's Fidelity Investments Experience October 1993 - March 2003
Job Director, Business Development at National Australia Bank
Industry Investment Management
Experience
National Australia Bank-nabSecurities LLC. March 2015 - Present
Cohen & Steers April 2007 - March 2015
Pinebridge (formerly AIG Investments) March 2003 - April 2007
Fidelity Investments October 1993 - March 2003
Skills
Mutual Funds, Hedge Funds, Private Equity, Real Estate, Manage Client..., Client Development, Fundraising, Fixed Income, Variable Annuities, Insurance, Equities, Sales Management, Estate Planning
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Lake Forest College 1989 — 1993
BA, Politics
Simsbury High
National Australia Bank-nabSecurities LLC. March 2015 - Present
Cohen & Steers April 2007 - March 2015
Pinebridge (formerly AIG Investments) March 2003 - April 2007
Fidelity Investments October 1993 - March 2003
Skills
Mutual Funds, Hedge Funds, Private Equity, Real Estate, Manage Client..., Client Development, Fundraising, Fixed Income, Variable Annuities, Insurance, Equities, Sales Management, Estate Planning
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Lake Forest College 1989 — 1993
BA, Politics
Simsbury High
Jai Sud Jai Sud's Fidelity Investments Experience July 2011 - October 2012
Job Senior Programmer Analyst at The Boston Consulting Group
Industry Computer Software
Experience
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group October 2012 - September 2014
Fidelity Investments July 2011 - October 2012
Fidelity Investments May 2010 - September 2010
Office of Information Technology at UMass Amherst 2008 - 2010
Skills
Java, Unix, SQL, Agile Methodologies, Python, JavaScript, Web Services, XML, C#, Requirements Analysis, Perl, Oracle, C, Linux, Databases, HTML, PL/SQL, Software Project..., Eclipse, jQuery, Software Development, .NET, Scrum, Software Engineering, SOA, MySQL, PHP, Object Oriented Design, C, CSS, Visual Basic, AJAX, Database Design, Algorithms, ASP.NET, Web Applications, Unix Shell Scripting, Subversion, Systems Analysis, Shell Scripting, SharePoint, Windows, Computer Science, Programming, Microsoft SQL Server, SDLC, Spring, UML, Distributed Systems, C++
Education
Boston University - School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Operations and Technology Management, Current GPA: 3.9
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (BS), Computer Science
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group October 2012 - September 2014
Fidelity Investments July 2011 - October 2012
Fidelity Investments May 2010 - September 2010
Office of Information Technology at UMass Amherst 2008 - 2010
Skills
Java, Unix, SQL, Agile Methodologies, Python, JavaScript, Web Services, XML, C#, Requirements Analysis, Perl, Oracle, C, Linux, Databases, HTML, PL/SQL, Software Project..., Eclipse, jQuery, Software Development, .NET, Scrum, Software Engineering, SOA, MySQL, PHP, Object Oriented Design, C, CSS, Visual Basic, AJAX, Database Design, Algorithms, ASP.NET, Web Applications, Unix Shell Scripting, Subversion, Systems Analysis, Shell Scripting, SharePoint, Windows, Computer Science, Programming, Microsoft SQL Server, SDLC, Spring, UML, Distributed Systems, C++
Education
Boston University - School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Operations and Technology Management, Current GPA: 3.9
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (BS), Computer Science
Jerry Lavoie Jerry Lavoie's Fidelity Investments Experience June 2005 - January 2008
Job Manager, Office of Financial and Grants Administration at Boston University School of Medicine
Industry Higher Education
Experience
Boston University School of Medicine June 2015 - Present
Boston University School of Medicine November 2012 - May 2015
Boston University School of Medicine June 2011 - October 2012
Boston University School of Medicine June 2010 - May 2011
New Horizons CLC - Northeast, LLC September 2008 - June 2010
Fidelity Investments June 2005 - January 2008
Dedham Savings Bank June 2004 - September 2004
Skills
Access, Data Analysis, MS Project, Visio, Budgets, Dreamweaver, Microsoft Office, PowerPoint, Microsoft Excel, Project Management, SAP, Nonprofits, Leadership
Education
Boston University - School of Management 2012 — 2016
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science, Operations Management
Dighton Rehoboth Regional High School 2001 — 2005
Diploma
Boston University School of Medicine June 2015 - Present
Boston University School of Medicine November 2012 - May 2015
Boston University School of Medicine June 2011 - October 2012
Boston University School of Medicine June 2010 - May 2011
New Horizons CLC - Northeast, LLC September 2008 - June 2010
Fidelity Investments June 2005 - January 2008
Dedham Savings Bank June 2004 - September 2004
Skills
Access, Data Analysis, MS Project, Visio, Budgets, Dreamweaver, Microsoft Office, PowerPoint, Microsoft Excel, Project Management, SAP, Nonprofits, Leadership
Education
Boston University - School of Management 2012 — 2016
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science, Operations Management
Dighton Rehoboth Regional High School 2001 — 2005
Diploma
Brian Merritt's Fidelity Investments Experience December 2012 - Present
Job Director, Fixed Income Trading Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Skills
Fixed Income, Derivatives, Equities, Business Analysis, Visio, Requirements Analysis, SQL, Excel, Software Project..., Agile Methodologies, Bloomberg, Financial Services, Portfolio Management, Microsoft Excel, Analysis, Valuation, Banking, Investments
Education
Boston University Questrom School of Business 2006 — 2010
MBA, Concentration in Strategy and Business Analysis
Ithaca College
BS, Applied Psychology
New York Institute of Finance
Bond Market Fundamentals
New York Institute of Finance
Fixed Income Mathematics
Fidelity Investments December 2012 - Present
Skills
Fixed Income, Derivatives, Equities, Business Analysis, Visio, Requirements Analysis, SQL, Excel, Software Project..., Agile Methodologies, Bloomberg, Financial Services, Portfolio Management, Microsoft Excel, Analysis, Valuation, Banking, Investments
Education
Boston University Questrom School of Business 2006 — 2010
MBA, Concentration in Strategy and Business Analysis
Ithaca College
BS, Applied Psychology
New York Institute of Finance
Bond Market Fundamentals
New York Institute of Finance
Fixed Income Mathematics
Dan Pittenger's Fidelity Investments Experience March 2001 - March 2007
Job
Industry Financial Services
Experience
Pyramis Global Advisors July 2011 - Present
Pyramis Global Advisors (sub. of Fidelity Investments) April 2007 - August 2011
Fidelity Investments March 2001 - March 2007
Fidelity Investments January 1990 - February 2001
Education
Boston University School of Management
MBA
Union College 1984 — 1989
BS
Phillips Exeter Academy
Pyramis Global Advisors July 2011 - Present
Pyramis Global Advisors (sub. of Fidelity Investments) April 2007 - August 2011
Fidelity Investments March 2001 - March 2007
Fidelity Investments January 1990 - February 2001
Education
Boston University School of Management
MBA
Union College 1984 — 1989
BS
Phillips Exeter Academy
Hannah (Seo) Chin's Fidelity Investments Experience September 2003 - January 2006
Job Finance Business Partner at UCSF
Industry Financial Services
Experience
UCSF October 2014 - Present
MFS Investment Management April 2011 - June 2014
MFS Investment Management April 2007 - April 2011
MFS Investment Management January 2006 - April 2007
Fidelity Investments September 2003 - January 2006
Skills
Financial Analysis, Financial Modeling, Variance Analysis, Budgets, Forecasting, Corporate Finance, Accounting, Account Reconciliation, Journal Entries
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science (B.S.) in Business Administration, Accounting
UCSF October 2014 - Present
MFS Investment Management April 2011 - June 2014
MFS Investment Management April 2007 - April 2011
MFS Investment Management January 2006 - April 2007
Fidelity Investments September 2003 - January 2006
Skills
Financial Analysis, Financial Modeling, Variance Analysis, Budgets, Forecasting, Corporate Finance, Accounting, Account Reconciliation, Journal Entries
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science (B.S.) in Business Administration, Accounting
Angela Daigle's Fidelity Investments Experience January 2010 - Present
Job HR Shared Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments January 2006 - December 2009
Fidelity Investments May 2002 - December 2005
Towers Perrin May 1995 - May 2002
CIGNA 1990 - 1993
Skills
Succession Planning, Change Management, Vendor Management, Executive Pay, Talent Management, Employee Benefits, Organizational Design, Performance Management, HRIS, Onboarding, Human Resources, Personnel Management, Workforce Planning, Employee Engagement, Talent Acquisition, HR Consulting, Benefits Administration
Education
Boston University - School of Management 2006 — 2007
MBA
Bowdoin College 1986 — 1990
B.A., History & French
Fidelity Investments January 2010 - Present
Fidelity Investments January 2006 - December 2009
Fidelity Investments May 2002 - December 2005
Towers Perrin May 1995 - May 2002
CIGNA 1990 - 1993
Skills
Succession Planning, Change Management, Vendor Management, Executive Pay, Talent Management, Employee Benefits, Organizational Design, Performance Management, HRIS, Onboarding, Human Resources, Personnel Management, Workforce Planning, Employee Engagement, Talent Acquisition, HR Consulting, Benefits Administration
Education
Boston University - School of Management 2006 — 2007
MBA
Bowdoin College 1986 — 1990
B.A., History & French
Joseph Sannicandro, CFA's Fidelity Investments Experience June 2011 - August 2014
Job Research Associate at Fidelity Investments, Strategic Advisers
Industry Financial Services
Experience
Fidelity Investments, Strategic Advisers August 2014 - Present
Fidelity Investments June 2011 - August 2014
Fidelity Investments August 2008 - June 2011
Fidelity Investments September 2006 - August 2008
Skills
Mutual Funds, Bloomberg, Equities, Asset Managment, Investments, Financial Modeling, Financial Analysis, Valuation, Equity Research, Financial Services, Business Analysis, Chartered Financial..., Portfolio Management, Fixed Income, Securities
Education
Boston University Graduate School of Management 2011 — 2012
MS, Investment Management
Bryant University 2002 — 2006
Bachelor of Science (B.S.), Finance and Management
Fidelity Investments, Strategic Advisers August 2014 - Present
Fidelity Investments June 2011 - August 2014
Fidelity Investments August 2008 - June 2011
Fidelity Investments September 2006 - August 2008
Skills
Mutual Funds, Bloomberg, Equities, Asset Managment, Investments, Financial Modeling, Financial Analysis, Valuation, Equity Research, Financial Services, Business Analysis, Chartered Financial..., Portfolio Management, Fixed Income, Securities
Education
Boston University Graduate School of Management 2011 — 2012
MS, Investment Management
Bryant University 2002 — 2006
Bachelor of Science (B.S.), Finance and Management
David Bornstein's Fidelity Investments Experience August 2010 - August 2011
Job CFO at Devonshire Investors International
Industry Telecommunications
Experience
Colt Technology Services 2014 - Present
Devonshire Investors International, Fidelity Investments September 2011 - Present
Fidelity Investments August 2010 - August 2011
Devonshire Investors, Fidelity Investments 2006 - August 2010
Skills
Financial Analysis, Due Diligence, Valuation
Education
Boston University Questrom School of Business 1974 — 1978
Colt Technology Services 2014 - Present
Devonshire Investors International, Fidelity Investments September 2011 - Present
Fidelity Investments August 2010 - August 2011
Devonshire Investors, Fidelity Investments 2006 - August 2010
Skills
Financial Analysis, Due Diligence, Valuation
Education
Boston University Questrom School of Business 1974 — 1978
John Gibb, CFA's Fidelity Investments Experience May 2014 - Present
Job Portfolio Strategist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Strategic Advisers Inc. (SAI) January 2011 - May 2014
Fidelity Investments July 2006 - December 2010
Security National Bank January 2001 - January 2006
Securities Corporation of Iowa 1998 - 1999
Skills
Investments, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Economics, Series 7, Alternative Investments, Asset Management, Equity Research, Capital Markets, Investment Strategies, Securities, Series 63, Bloomberg, Fixed Income, Investment Management, Morningstar Direct
Education
Boston University Questrom School of Business 2007 — 2008
MSIM, Investment Management
University of Northern Iowa 1995 — 1999
Fidelity Investments May 2014 - Present
Strategic Advisers Inc. (SAI) January 2011 - May 2014
Fidelity Investments July 2006 - December 2010
Security National Bank January 2001 - January 2006
Securities Corporation of Iowa 1998 - 1999
Skills
Investments, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Economics, Series 7, Alternative Investments, Asset Management, Equity Research, Capital Markets, Investment Strategies, Securities, Series 63, Bloomberg, Fixed Income, Investment Management, Morningstar Direct
Education
Boston University Questrom School of Business 2007 — 2008
MSIM, Investment Management
University of Northern Iowa 1995 — 1999
Daniel Decarie's Fidelity Investments Experience October 2008 - Present
Job Vice President of Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments May 2005 - October 2008
Teradyne 2004 - 2005
Skills
Financial Analysis, Finance, Financial Planning
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Boston University Questrom School of Business 1988 — 1992
BS Business Administration, Finance, Marketing
Fidelity Investments October 2008 - Present
Fidelity Investments May 2005 - October 2008
Teradyne 2004 - 2005
Skills
Financial Analysis, Finance, Financial Planning
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Boston University Questrom School of Business 1988 — 1992
BS Business Administration, Finance, Marketing
Brian Shea, CFA's Fidelity Investments Experience October 2010 - Present
Job Director, Software Engineer Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2010 - Present
Manulife August 2007 - October 2010
Manulife Financial June 2005 - August 2007
John Hancock 2001 - June 2006
Skills
SDLC, Requirements Gathering, Equities, Microsoft SQL Server, Fixed Income, Bloomberg, Enterprise Architecture, SharePoint, Business Analysis, SQL, Agile Methodologies, Financial Services, Private Equity, FactSet, Oracle PL/SQL...
Education
Boston University Questrom School of Business 2007 — 2008
Master's, Investment Management
Quinnipiac University 1997 — 2001
Bachelor's, Computer Information Systems
Fidelity Investments October 2010 - Present
Manulife August 2007 - October 2010
Manulife Financial June 2005 - August 2007
John Hancock 2001 - June 2006
Skills
SDLC, Requirements Gathering, Equities, Microsoft SQL Server, Fixed Income, Bloomberg, Enterprise Architecture, SharePoint, Business Analysis, SQL, Agile Methodologies, Financial Services, Private Equity, FactSet, Oracle PL/SQL...
Education
Boston University Questrom School of Business 2007 — 2008
Master's, Investment Management
Quinnipiac University 1997 — 2001
Bachelor's, Computer Information Systems
Frank Allsman, MBA's Fidelity Investments Experience 1995 - 2004
Job Vice President, J.P. Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Makosi October 2013 - May 2015
Morgan Stanley July 2007 - October 2013
Morgan Stanley June 2005 - June 2007
Morgan Stanley December 2004 - June 2005
Fidelity Investments 1995 - 2004
Skills
Financial Reporting, Due Diligence, Management, Project Management, Process Improvement, Financial Risk, Finance, Investment Banking, Business Strategy, Investments, Internal Audit, Leadership, Financial Modeling, Governance
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Penn State University 1987 — 1991
BS
The George Washington University - School of Business 2006 — 2006
JPMorgan Chase & Co. May 2015 - Present
Makosi October 2013 - May 2015
Morgan Stanley July 2007 - October 2013
Morgan Stanley June 2005 - June 2007
Morgan Stanley December 2004 - June 2005
Fidelity Investments 1995 - 2004
Skills
Financial Reporting, Due Diligence, Management, Project Management, Process Improvement, Financial Risk, Finance, Investment Banking, Business Strategy, Investments, Internal Audit, Leadership, Financial Modeling, Governance
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Penn State University 1987 — 1991
BS
The George Washington University - School of Business 2006 — 2006
Bruce Carey's Fidelity Investments Experience July 2012 - Present
Job VP Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments May 2011 - July 2012
Fidelity Investments September 2004 - June 2011
Skills
Series 6, 65, 7, 9, Life
Education
Boston University - School of Management 1976 — 1980
Finance
Sharon High School 1971 — 1975
Fidelity Investments July 2012 - Present
Fidelity Investments May 2011 - July 2012
Fidelity Investments September 2004 - June 2011
Skills
Series 6, 65, 7, 9, Life
Education
Boston University - School of Management 1976 — 1980
Finance
Sharon High School 1971 — 1975
Cindy Reuter's Fidelity Investments Experience July 2013 - Present
Job Senior Reseach Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments February 2012 - June 2013
Fidelity Investments October 2011 - February 2012
The Boston Consulting Group January 2011 - October 2011
Fidelity Investments June 1997 - December 2010
Skills
Strategic Planning, Leadership, Financial Modeling, Financial Analysis, Finance
Education
Boston University Questrom School of Business 2003 — 2006
Villanova University 1993 — 1997
B.S., Business Administration
Fidelity Investments July 2013 - Present
Fidelity Investments February 2012 - June 2013
Fidelity Investments October 2011 - February 2012
The Boston Consulting Group January 2011 - October 2011
Fidelity Investments June 1997 - December 2010
Skills
Strategic Planning, Leadership, Financial Modeling, Financial Analysis, Finance
Education
Boston University Questrom School of Business 2003 — 2006
Villanova University 1993 — 1997
B.S., Business Administration
Joe Forget's Fidelity Investments Experience 2003 - Present
Job Vice President Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2003 - Present
PricewaterhouseCoopers 1998 - 2003
Skills
Risk Management, Enterprise Risk...
Education
Boston University - School of Management
MBA, Finance and Strategy
College of the Holy Cross
BA, Economics and Accounting
Fidelity Investments 2003 - Present
PricewaterhouseCoopers 1998 - 2003
Skills
Risk Management, Enterprise Risk...
Education
Boston University - School of Management
MBA, Finance and Strategy
College of the Holy Cross
BA, Economics and Accounting
Artemis Ghaneh Blair's Fidelity Investments Experience May 1997 - August 2002
Job Marketing Professional
Industry Marketing and Advertising
Experience
Simetra Marketing May 2008 - Present
Bridger Commercial Funding September 2006 - October 2008
Expert Communications, Inc. January 2005 - April 2006
Bank of America June 2003 - December 2004
Digitas August 2002 - June 2003
Fidelity Investments May 1997 - August 2002
Skills
Direct Marketing, Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Email Marketing, Online Advertising, Direct Mail, Analysis, Social Media, Contract Negotiation, Interactive Marketing
Education
Boston University - Graduate School of Management 2000 — 2005
MBA, Masters of Business Administration
University of Massachusetts, Amherst 1993 — 1997
BBA, Finance
Simetra Marketing May 2008 - Present
Bridger Commercial Funding September 2006 - October 2008
Expert Communications, Inc. January 2005 - April 2006
Bank of America June 2003 - December 2004
Digitas August 2002 - June 2003
Fidelity Investments May 1997 - August 2002
Skills
Direct Marketing, Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Email Marketing, Online Advertising, Direct Mail, Analysis, Social Media, Contract Negotiation, Interactive Marketing
Education
Boston University - Graduate School of Management 2000 — 2005
MBA, Masters of Business Administration
University of Massachusetts, Amherst 1993 — 1997
BBA, Finance
Brian Malloy's Fidelity Investments Experience July 2010 - Present
Job Research Analyst
Industry Investment Management
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments November 2006 - June 2010
Fidelity Investments August 2002 - November 2006
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance
Saint Anselm College 1998 — 2002
BA, Accounting
BC High
Fidelity Investments July 2010 - Present
Fidelity Investments November 2006 - June 2010
Fidelity Investments August 2002 - November 2006
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance
Saint Anselm College 1998 — 2002
BA, Accounting
BC High
Ellen Feinsand's Fidelity Investments Experience September 1986 - June 1997
Job Owner, D & G Consulting
Industry Financial Services
Experience
D & G Consulting October 1997 - Present
Fidelity Investments September 1986 - June 1997
Keystone Provident Life Insurance Company/Travelers Insurance December 1981 - August 1986
Education
Boston University Questrom School of Business 1977 — 1980
MBA, Finance
Tufts University 1973 — 1974
M. Ed., Education
University at Albany, SUNY 1969 — 1973
MS, Business
D & G Consulting October 1997 - Present
Fidelity Investments September 1986 - June 1997
Keystone Provident Life Insurance Company/Travelers Insurance December 1981 - August 1986
Education
Boston University Questrom School of Business 1977 — 1980
MBA, Finance
Tufts University 1973 — 1974
M. Ed., Education
University at Albany, SUNY 1969 — 1973
MS, Business
Cara Myers's Fidelity Investments Experience 1994 - 1998
Job Principal at Capital Search Group
Industry Financial Services
Experience
Capital Search Group 1998 - Present
Fidelity Investments 1994 - 1998
Education
Boston University Questrom School of Business
MBA
Saint Bonaventure University
BA
Capital Search Group 1998 - Present
Fidelity Investments 1994 - 1998
Education
Boston University Questrom School of Business
MBA
Saint Bonaventure University
BA
Joe Frazier's Fidelity Investments Experience June 1994 - Present
Job Vice President Architecture at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 1994 - Present
Skills
Performance Engineering, SDLC, SOA, Software Development, Agile Methodologies, XML, Architecture, Web Services, Architectures, Java Enterprise Edition, Requirements Analysis, Software Project..., Websphere, Enterprise Architecture, Application Architecture, Scrum
Education
Boston University Questrom School of Business 1990 — 1996
MBA
Siena College 1985 — 1988
B. S., Computer Science
Fidelity Investments June 1994 - Present
Skills
Performance Engineering, SDLC, SOA, Software Development, Agile Methodologies, XML, Architecture, Web Services, Architectures, Java Enterprise Edition, Requirements Analysis, Software Project..., Websphere, Enterprise Architecture, Application Architecture, Scrum
Education
Boston University Questrom School of Business 1990 — 1996
MBA
Siena College 1985 — 1988
B. S., Computer Science
Diana Kaschub Winalski's Fidelity Investments Experience September 1997 - October 1999
Job Director, 401(k) Investments at Xerox Corporation
Industry Financial Services
Experience
Xerox Corporation July 2008 - Present
Rocaton Investment Advisors October 2005 - December 2007
Wellington Management October 1999 - January 2005
Fidelity Investments September 1997 - October 1999
Fidelity Investments August 1995 - September 1997
Fidelity Investments August 1993 - July 1995
Skills
Fixed Income, Portfolio Management, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Analysis, Retirement, Asset Management
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance/Marketing
Simmons College 1989 — 1993
BA, Finance/Economics
Institut D'Etudes European - Paris 1992 — 1992
Semester Abroad, French
New Canaan High School
Xerox Corporation July 2008 - Present
Rocaton Investment Advisors October 2005 - December 2007
Wellington Management October 1999 - January 2005
Fidelity Investments September 1997 - October 1999
Fidelity Investments August 1995 - September 1997
Fidelity Investments August 1993 - July 1995
Skills
Fixed Income, Portfolio Management, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Analysis, Retirement, Asset Management
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance/Marketing
Simmons College 1989 — 1993
BA, Finance/Economics
Institut D'Etudes European - Paris 1992 — 1992
Semester Abroad, French
New Canaan High School
Brooke Bedingfield's Fidelity Investments Experience 2012 - 2014
Job Executive Director at Aspen Education Foundation
Industry Nonprofit Organization Management
Experience
Aspen Education Foundation 2015 - Present
Brown University 2013 - 2015
Fidelity Investments 2012 - 2014
Charles Schwab 2008 - 2012
College Track 2006 - 2007
BNY Mellon 2005 - 2006
Learned Spanish, traveled Europe 2003 - 2004
Fleet Financial 1998 - 2004
Fidelity Investments 1990 - 1998
AC Goode & Co Inc 1988 - 1990
Skills
Portfolio Management, Asset Management, Wealth Management, Separately Managed..., Unified Managed Accounts, Alternative Investments, Equities, Mutual Funds, Sales, Relationship Management, Team Management, Product Development, Marketing Communications, Business Strategy, Strategic Partnerships, Nonprofits, Planned Giving, Events, Major Gift Development, Grant Writing, Management, Fundraising, Investments
Education
Boston University - School of Management
Master of Business Administration (M.B.A.), Executive Program
Harvard University
Radcliffe Graduate Management Seminars Program
Northeastern University
Bachelor's Degree, English
YogaWorks
Yoga Teacher Training/Yoga Therapy, Mill Valley, CA
Aspen Education Foundation 2015 - Present
Brown University 2013 - 2015
Fidelity Investments 2012 - 2014
Charles Schwab 2008 - 2012
College Track 2006 - 2007
BNY Mellon 2005 - 2006
Learned Spanish, traveled Europe 2003 - 2004
Fleet Financial 1998 - 2004
Fidelity Investments 1990 - 1998
AC Goode & Co Inc 1988 - 1990
Skills
Portfolio Management, Asset Management, Wealth Management, Separately Managed..., Unified Managed Accounts, Alternative Investments, Equities, Mutual Funds, Sales, Relationship Management, Team Management, Product Development, Marketing Communications, Business Strategy, Strategic Partnerships, Nonprofits, Planned Giving, Events, Major Gift Development, Grant Writing, Management, Fundraising, Investments
Education
Boston University - School of Management
Master of Business Administration (M.B.A.), Executive Program
Harvard University
Radcliffe Graduate Management Seminars Program
Northeastern University
Bachelor's Degree, English
YogaWorks
Yoga Teacher Training/Yoga Therapy, Mill Valley, CA
Jason Taich's Fidelity Investments Experience September 2008 - March 2009
Job Senior Financial Analyst at Fresenius Medical Care
Industry Financial Services
Experience
Fresenius Medical Care March 2014 - Present
Biogen Idec December 2012 - March 2014
Thermo Fisher Scientific August 2011 - December 2012
Thermo Fisher Scientific July 2009 - July 2011
Fidelity Investments September 2008 - March 2009
EdgeRock Technology Partners April 2008 - August 2008
Skills
Financial Reporting, Revenue Recognition, Revenue Forecasting, Financial Accounting, Financial Analysis, Hyperion Enterprise, Financial Modeling, Microsoft Excel, Finance, Variance Analysis, Accounting, Corporate Finance, PowerPoint, Data Analysis, Forecasting, Financial Forecasting, Budgets
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance, Operations & Technology Management
Fresenius Medical Care March 2014 - Present
Biogen Idec December 2012 - March 2014
Thermo Fisher Scientific August 2011 - December 2012
Thermo Fisher Scientific July 2009 - July 2011
Fidelity Investments September 2008 - March 2009
EdgeRock Technology Partners April 2008 - August 2008
Skills
Financial Reporting, Revenue Recognition, Revenue Forecasting, Financial Accounting, Financial Analysis, Hyperion Enterprise, Financial Modeling, Microsoft Excel, Finance, Variance Analysis, Accounting, Corporate Finance, PowerPoint, Data Analysis, Forecasting, Financial Forecasting, Budgets
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance, Operations & Technology Management
Jennifer Griffiths's Fidelity Investments Experience July 2015 - Present
Job Vice President, Managed Account Client Experience at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2011 - July 2015
Fidelity Investments May 2007 - July 2011
Fidelity Investments March 2006 - May 2007
Fidelity Investments May 2005 - March 2006
Fidelity Investments March 2004 - May 2005
Boston Financial Data Services December 2002 - March 2004
Skills
Series 7, Mutual Funds, Series 63, Bloomberg, Equities
Education
Boston University Questrom School of Business 2009 — 2010
MSIM, Investment Management/CFA
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Economics
Coyle & Cassidy High School 1994 — 1998
Fidelity Investments July 2015 - Present
Fidelity Investments July 2011 - July 2015
Fidelity Investments May 2007 - July 2011
Fidelity Investments March 2006 - May 2007
Fidelity Investments May 2005 - March 2006
Fidelity Investments March 2004 - May 2005
Boston Financial Data Services December 2002 - March 2004
Skills
Series 7, Mutual Funds, Series 63, Bloomberg, Equities
Education
Boston University Questrom School of Business 2009 — 2010
MSIM, Investment Management/CFA
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Economics
Coyle & Cassidy High School 1994 — 1998
Bob Rayhill's Fidelity Investments Experience 1994 - 2009
Job Senior Manager Web and BPM Applications
Industry Information Technology and Services
Experience
United HealthGroup August 2014 - Present
OneAmerica January 2011 - April 2013
Mapfre USA 2009 - January 2011
Fidelity Investments 1994 - 2009
Digital Equipment Corporation 1987 - 1994
Education
Boston University Questrom School of Business
Bryant University
United HealthGroup August 2014 - Present
OneAmerica January 2011 - April 2013
Mapfre USA 2009 - January 2011
Fidelity Investments 1994 - 2009
Digital Equipment Corporation 1987 - 1994
Education
Boston University Questrom School of Business
Bryant University
Hester Zhang's Fidelity Investments Experience 2000 - Present
Job Director, Systems Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2000 - Present
Education
Boston University Graduate School of Management
MBA, Finance
National University of Singapore
M.Sc, Computer Science
Northern Jiaotong University (Beijing Jiaotong University)
B. Eng, Applied Computer Technology
Fidelity Investments 2000 - Present
Education
Boston University Graduate School of Management
MBA, Finance
National University of Singapore
M.Sc, Computer Science
Northern Jiaotong University (Beijing Jiaotong University)
B. Eng, Applied Computer Technology
Jon Tenney's Fidelity Investments Experience November 2000 - October 2006
Job Tax Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2010 - Present
Columbia Management October 2006 - August 2010
Fidelity Investments November 2000 - October 2006
Fidelity Investments June 1998 - November 2000
Education
Boston University Questrom School of Business 2000 — 2004
MBA
University of Vermont 1993 — 1998
Bachelor, Sociology
MFS Investment Management August 2010 - Present
Columbia Management October 2006 - August 2010
Fidelity Investments November 2000 - October 2006
Fidelity Investments June 1998 - November 2000
Education
Boston University Questrom School of Business 2000 — 2004
MBA
University of Vermont 1993 — 1998
Bachelor, Sociology
Denise Consolo's Fidelity Investments Experience January 2005 - Present
Job Vice President, National Financial at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Education
Boston University Questrom School of Business 1979 — 1983
Brush High School 1976 — 1979
Fidelity Investments January 2005 - Present
Education
Boston University Questrom School of Business 1979 — 1983
Brush High School 1976 — 1979
Catherine Popper's Fidelity Investments Experience 2009 - Present
Job SVP, Procurement, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2007 - 2009
Mercer 2002 - 2006
Mercer Management Consulting (Now Oliver Wyman) 2000 - 2002
WFD 1995 - 2000
Towers Perrin 1994 - 1995
Mercer Human Resource Consulting 1988 - 1994
The Johnson Company 1987 - 1988
Skills
Performance Management, Human Resources, Change Management, Talent Management, Recruiting, Leadership, Employee Relations, Management Consulting, CRM, Consulting, Deferred Compensation, HR Consulting, Management, Operations Management, Personnel Management, Strategic Planning, Strategy
Education
Boston University Questrom School of Business 1989 — 1991
MBA
Tufts University 1983 — 1987
BS, Math
Fidelity Investments 2009 - Present
Fidelity Investments 2007 - 2009
Mercer 2002 - 2006
Mercer Management Consulting (Now Oliver Wyman) 2000 - 2002
WFD 1995 - 2000
Towers Perrin 1994 - 1995
Mercer Human Resource Consulting 1988 - 1994
The Johnson Company 1987 - 1988
Skills
Performance Management, Human Resources, Change Management, Talent Management, Recruiting, Leadership, Employee Relations, Management Consulting, CRM, Consulting, Deferred Compensation, HR Consulting, Management, Operations Management, Personnel Management, Strategic Planning, Strategy
Education
Boston University Questrom School of Business 1989 — 1991
MBA
Tufts University 1983 — 1987
BS, Math
Ellen Heim's Fidelity Investments Experience November 1998 - February 2009
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Agencyport Software April 2009 - August 2012
Fidelity Investments November 1998 - February 2009
Investors Bank & Trust June 1994 - July 1996
Andersen Consulting June 1993 - June 1994
Prudential Asset Management Company June 1987 - August 1991
Skills
Project Management, Systems Analysis, Project Portfolio..., Financial Services, Project Delivery, Full SDLC, Resource Management, Leadership, Analysis, Team Management, MS Project, Software Development, Business Process, Outsourcing
Education
Boston University Questrom School of Business 1991 — 1993
MBA/MS, Management Information Systems
Duke University 1983 — 1987
BA, Economics
TIAA-CREF August 2012 - Present
Agencyport Software April 2009 - August 2012
Fidelity Investments November 1998 - February 2009
Investors Bank & Trust June 1994 - July 1996
Andersen Consulting June 1993 - June 1994
Prudential Asset Management Company June 1987 - August 1991
Skills
Project Management, Systems Analysis, Project Portfolio..., Financial Services, Project Delivery, Full SDLC, Resource Management, Leadership, Analysis, Team Management, MS Project, Software Development, Business Process, Outsourcing
Education
Boston University Questrom School of Business 1991 — 1993
MBA/MS, Management Information Systems
Duke University 1983 — 1987
BA, Economics
Brent Braswell's Fidelity Investments Experience February 2015 - Present
Job Regional Investment Consultant
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments May 2014 - February 2015
Fidelity Investments March 2012 - May 2014
Fidelity Investments March 2011 - March 2012
Fidelity Investments December 2009 - February 2011
Fidelity Investments October 2007 - November 2009
Fidelity Investments September 2006 - September 2007
Education
Boston University Questrom School of Business 2012 — 2013
Master of Science (M.S.), Investment Management
Liberty University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments February 2015 - Present
Fidelity Investments May 2014 - February 2015
Fidelity Investments March 2012 - May 2014
Fidelity Investments March 2011 - March 2012
Fidelity Investments December 2009 - February 2011
Fidelity Investments October 2007 - November 2009
Fidelity Investments September 2006 - September 2007
Education
Boston University Questrom School of Business 2012 — 2013
Master of Science (M.S.), Investment Management
Liberty University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Fisher, CFA's Fidelity Investments Experience June 2014 - Present
Job Investment Analyst, Capital Markets Strategy Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Brown Brothers Harriman March 2014 - June 2014
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman January 2011 - February 2014
Brown Brothers Harriman November 2006 - December 2010
Perkins Fund Marketing June 2005 - August 2005
Conversion Marketing May 2004 - September 2004
Fisher International April 2001 - January 2002
Education
Boston University Graduate School of Management 2012 — 2013
Master of Science in Investment Management (MSIM), Investment Management
Colgate University 2002 — 2006
Bachelors of Arts, East Asian Studies
Peking University 2005 — 2005
Phillips Andover Academy 2001 — 2002
Staples High School 1997 — 2001
Fidelity Investments June 2014 - Present
Brown Brothers Harriman March 2014 - June 2014
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman January 2011 - February 2014
Brown Brothers Harriman November 2006 - December 2010
Perkins Fund Marketing June 2005 - August 2005
Conversion Marketing May 2004 - September 2004
Fisher International April 2001 - January 2002
Education
Boston University Graduate School of Management 2012 — 2013
Master of Science in Investment Management (MSIM), Investment Management
Colgate University 2002 — 2006
Bachelors of Arts, East Asian Studies
Peking University 2005 — 2005
Phillips Andover Academy 2001 — 2002
Staples High School 1997 — 2001
Audrey Colantino's Fidelity Investments Experience October 2011 - Present
Job Senior Business Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments May 2008 - October 2011
Fidelity Investments March 2006 - May 2008
Skills
Business Analysis, Systems Analysis, Software Project..., Agile Methodologies, Requirements Gathering, Requirements Analysis, Business Requirements
Education
Boston University - School of Management 2008 — 2012
MBA, Business Administration
Northeastern University 2001 — 2005
BS, Criminal Justice
Fidelity Investments October 2011 - Present
Fidelity Investments May 2008 - October 2011
Fidelity Investments March 2006 - May 2008
Skills
Business Analysis, Systems Analysis, Software Project..., Agile Methodologies, Requirements Gathering, Requirements Analysis, Business Requirements
Education
Boston University - School of Management 2008 — 2012
MBA, Business Administration
Northeastern University 2001 — 2005
BS, Criminal Justice
Blair Burlingame's Fidelity Investments Experience January 2009 - June 2012
Job Semi Retired at Retired at Fidelity
Industry Financial Services
Experience
Retired at Fidelity July 2014 - Present
Fidelity Business Services India June 2012 - Present
Fidelity Investments January 2009 - June 2012
Fidelity Investments November 2006 - December 2008
Fidelity May 1986 - December 2006
Skills
Project Management, Vendor Management, Financial Risk, Internal Audit, Financial Services, SDLC, Information Security, Requirements Analysis, Auditing, Risk Management, IT Strategy, IT Management, Process Improvement, Software Project..., Business Intelligence, Business Analysis, ITIL, Disaster Recovery, Enterprise Software, Program Management, Enterprise Architecture, Project Portfolio..., Agile Methodologies, Change Management, Governance, Business Process..., Integration
Education
Boston University Questrom School of Business 1985 — 1986
MBA, Management Information Systems
University of Maine 1978 — 1980
MS, Economics
University of Maine 1972 — 1976
BS, Resource Economics
Retired at Fidelity July 2014 - Present
Fidelity Business Services India June 2012 - Present
Fidelity Investments January 2009 - June 2012
Fidelity Investments November 2006 - December 2008
Fidelity May 1986 - December 2006
Skills
Project Management, Vendor Management, Financial Risk, Internal Audit, Financial Services, SDLC, Information Security, Requirements Analysis, Auditing, Risk Management, IT Strategy, IT Management, Process Improvement, Software Project..., Business Intelligence, Business Analysis, ITIL, Disaster Recovery, Enterprise Software, Program Management, Enterprise Architecture, Project Portfolio..., Agile Methodologies, Change Management, Governance, Business Process..., Integration
Education
Boston University Questrom School of Business 1985 — 1986
MBA, Management Information Systems
University of Maine 1978 — 1980
MS, Economics
University of Maine 1972 — 1976
BS, Resource Economics
Jennifer Colburn's Fidelity Investments Experience 1997 - 1998
Job Director, Creative Services at Sallie Mae
Industry Financial Services
Experience
Sallie Mae March 2014 - Present
Sallie Mae 2011 - March 2014
Graduate Leverage 2008 - 2010
KeyBank 2001 - 2008
KeyBank 1998 - 2001
Fidelity Investments 1997 - 1998
Skills
Advertising, Marketing, Project Management, Product Marketing, Vendor Management, Campaign Management, Marketing Communications, Sales, Brand Management, Direct Mail, Competitive Analysis, Salesforce.com, Direct Marketing
Education
Boston University Questrom School of Business 1993 — 1997
BS/BA, Business Administration, Marketing
Sallie Mae March 2014 - Present
Sallie Mae 2011 - March 2014
Graduate Leverage 2008 - 2010
KeyBank 2001 - 2008
KeyBank 1998 - 2001
Fidelity Investments 1997 - 1998
Skills
Advertising, Marketing, Project Management, Product Marketing, Vendor Management, Campaign Management, Marketing Communications, Sales, Brand Management, Direct Mail, Competitive Analysis, Salesforce.com, Direct Marketing
Education
Boston University Questrom School of Business 1993 — 1997
BS/BA, Business Administration, Marketing
Argery Katzounos's Fidelity Investments Experience 1995 - Present
Job Principal QA Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
General Electric 1980 - 1992
Education
Boston University School of Management 1973 — 1977
BSBA Accounting, Business Administration
Fidelity Investments 1995 - Present
General Electric 1980 - 1992
Education
Boston University School of Management 1973 — 1977
BSBA Accounting, Business Administration
Jessica Burriss's Fidelity Investments Experience 2002 - 2004
Job VP Brixmor Properties Group
Industry Real Estate
Experience
Brixmor October 2009 - Present
Morgan Stanley Investment Management July 2004 - October 2009
Fidelity Investments 2002 - 2004
Merrill Lynch 1996 - 1998
PepsiAmericas 1995 - 1996
Skills
Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Strategic Financial..., Investments, Equities, Valuation, Corporate Finance, Financial Reporting, Finance, Due Diligence, Managerial Finance, Risk Management, Restructuring, Capital Markets, Asset Managment, Argus Modeling
Education
Boston University - School of Management 2000 — 2002
MBA, Finance, General
State University of New York College at Oswego 1991 — 1995
BS, Accounting
Brixmor October 2009 - Present
Morgan Stanley Investment Management July 2004 - October 2009
Fidelity Investments 2002 - 2004
Merrill Lynch 1996 - 1998
PepsiAmericas 1995 - 1996
Skills
Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Strategic Financial..., Investments, Equities, Valuation, Corporate Finance, Financial Reporting, Finance, Due Diligence, Managerial Finance, Risk Management, Restructuring, Capital Markets, Asset Managment, Argus Modeling
Education
Boston University - School of Management 2000 — 2002
MBA, Finance, General
State University of New York College at Oswego 1991 — 1995
BS, Accounting
Joshua Barlow's Fidelity Investments Experience May 2001 - August 2001
Job Associate at Nixon Peabody
Industry Law Practice
Experience
Nixon Peabody September 2006 - Present
AT&T August 2002 - August 2003
Fidelity Investments May 2001 - August 2001
Skills
Litigation, Financial Modeling, Corporate Finance, Corporate Law, Commercial Litigation, Legal Research
Education
Boston University School of Law 2003 — 2006
JD
Boston University Questrom School of Business 1998 — 2002
BSBA, Business
Nixon Peabody September 2006 - Present
AT&T August 2002 - August 2003
Fidelity Investments May 2001 - August 2001
Skills
Litigation, Financial Modeling, Corporate Finance, Corporate Law, Commercial Litigation, Legal Research
Education
Boston University School of Law 2003 — 2006
JD
Boston University Questrom School of Business 1998 — 2002
BSBA, Business
Jon Aliber's Fidelity Investments Experience 1984 - 2010
Job VP/CIO, Enterprise IT Services at Raytheon
Industry Defense & Space
Experience
Raytheon November 2010 - Present
Fidelity Investments 1984 - 2010
Education
Boston University Questrom School of Business 1983 — 1984
ms, mis
Raytheon November 2010 - Present
Fidelity Investments 1984 - 2010
Education
Boston University Questrom School of Business 1983 — 1984
ms, mis
Christopher Molle, MBA's Fidelity Investments Experience 1998 - Present
Job Senior Analyst Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1998 - Present
The Boston Company 1996 - 1998
BankBoston 1994 - 1996
660 Corp. / B&N 1990 - 1995
Skills
Fixed Income, Mutual Funds, Hedge Funds, Equities, Securities, Bloomberg, Financial Services, Financial Analysis, Financial Markets, Data Analysis, Trading Systems, Corporate Actions, Financial Modeling, Series 7, Investments, Valuation, Asset Managment, Bloomberg Terminal, Capital Markets, Equity Research, Bonds, Market Data, Alternative Investments, Derivatives, FINRA, Investment Management, Business Analysis, Investment Banking, Portfolio Management, Back Office, Series 63, Asset Management
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Finance and Economics
Scuola per Lingua e Cultura Italiana di Siena
Italian Language and Literature
Suffolk University
BA, History
Fidelity Investments 1998 - Present
The Boston Company 1996 - 1998
BankBoston 1994 - 1996
660 Corp. / B&N 1990 - 1995
Skills
Fixed Income, Mutual Funds, Hedge Funds, Equities, Securities, Bloomberg, Financial Services, Financial Analysis, Financial Markets, Data Analysis, Trading Systems, Corporate Actions, Financial Modeling, Series 7, Investments, Valuation, Asset Managment, Bloomberg Terminal, Capital Markets, Equity Research, Bonds, Market Data, Alternative Investments, Derivatives, FINRA, Investment Management, Business Analysis, Investment Banking, Portfolio Management, Back Office, Series 63, Asset Management
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Finance and Economics
Scuola per Lingua e Cultura Italiana di Siena
Italian Language and Literature
Suffolk University
BA, History
Elizabeth Yash's Fidelity Investments Experience
Job Sr. Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Real Estate Development
Boston University Questrom School of Business 2001 — 2005
BS, Business Administration, Finance, Psychology
Fidelity Investments
Skills
Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Real Estate Development
Boston University Questrom School of Business 2001 — 2005
BS, Business Administration, Finance, Psychology
Anitha Deepak's Fidelity Investments Experience October 2005 - June 2014
Job Principal Database Engineer at Staples
Industry Information Technology and Services
Experience
Staples July 2014 - Present
Fidelity Investments October 2005 - June 2014
The NPD Group 2000 - 2001
Skills
Agile Methodologies, Software Development, Business Intelligence
Education
Boston University Questrom School of Business
Staples July 2014 - Present
Fidelity Investments October 2005 - June 2014
The NPD Group 2000 - 2001
Skills
Agile Methodologies, Software Development, Business Intelligence
Education
Boston University Questrom School of Business
Debleena Roy, CFA's Fidelity Investments Experience June 2015 - Present
Job Director, Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments September 2011 - May 2015
Lek Securities April 2007 - August 2011
Lek Securities January 2005 - April 2007
Lek Securities March 2003 - December 2004
Financial Industry Regulatory Authority July 2001 - March 2003
Skills
Securities, Hedge Funds, Series 63, FINRA, Series 7, Fixed Income, Equities, Asset Managment, Investments, Risk Management, Financial Risk, Derivatives, Financial Markets, Capital Markets, Credit, Portfolio Management, Asset Management, Options, Equity Trading, Trading Systems, Mutual Funds, Trading, Bloomberg, Electronic Trading, FX Options, Bonds
Education
iPEC 2010 — 2011
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance, International Relations
Licenses
Fidelity Investments June 2015 - Present
Fidelity Investments September 2011 - May 2015
Lek Securities April 2007 - August 2011
Lek Securities January 2005 - April 2007
Lek Securities March 2003 - December 2004
Financial Industry Regulatory Authority July 2001 - March 2003
Skills
Securities, Hedge Funds, Series 63, FINRA, Series 7, Fixed Income, Equities, Asset Managment, Investments, Risk Management, Financial Risk, Derivatives, Financial Markets, Capital Markets, Credit, Portfolio Management, Asset Management, Options, Equity Trading, Trading Systems, Mutual Funds, Trading, Bloomberg, Electronic Trading, FX Options, Bonds
Education
iPEC 2010 — 2011
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance, International Relations
Licenses
Brennan Cavanaugh, CIPM's Fidelity Investments Experience December 1994 - December 2004
Job Senior Investment Professional at Nationwide Insurance
Industry Investment Management
Experience
Nationwide Insurance June 2006 - Present
Morgan Stanley Investment Management December 2004 - June 2006
Fidelity Investments December 1994 - December 2004
Bank One (JP Morgan) Securities Corporation March 1988 - December 1994
Skills
Investments, Fixed Income, Mutual Funds, Equities, Performance Measurement, Attribution, Asset Managment, Financial Risk, Analysis, Financial Planning, Financial Reporting and..., Finance
Education
Boston University - School of Management 1997 — 1999
MBA, Finance
The Ohio State University 1984 — 1988
BSBA, Finance and Accounting
Nationwide Insurance June 2006 - Present
Morgan Stanley Investment Management December 2004 - June 2006
Fidelity Investments December 1994 - December 2004
Bank One (JP Morgan) Securities Corporation March 1988 - December 1994
Skills
Investments, Fixed Income, Mutual Funds, Equities, Performance Measurement, Attribution, Asset Managment, Financial Risk, Analysis, Financial Planning, Financial Reporting and..., Finance
Education
Boston University - School of Management 1997 — 1999
MBA, Finance
The Ohio State University 1984 — 1988
BSBA, Finance and Accounting
Judy Mencher's Fidelity Investments Experience 1990 - 1996
Job Board Member at Alon Leisure, LLC
Industry Investment Management
Experience
Alon Leisure, LLC September 2014 - Present
Champlain Advisors, LLC October 2012 - Present
Tropicana Las Vegas Inc June 2009 - Present
New Millennium Homes 1998 - Present
Gordon Brothers Group July 2010 - August 2012
Milacron, LLC 2009 - 2011
DDJ Capital Management 1996 - 2010
Fidelity Investments 1990 - 1996
Goodwin Procter LLP 1983 - 1990
Skills
Private Equity, Alternative Investments, Hedge Funds, Asset Managment, Valuation, Due Diligence, High Yield, Investments, Securities, Series 7, Credit, Debt, Loans, Restructuring, Capital Markets, Portfolio Management, Venture Capital, Asset Management, Mergers & Acquisitions, Structured Finance, Equities, Mutual Funds, Corporate Development, Investment Banking, Risk Management, Financial Services, Derivatives, Finance, Capital, Corporate Finance, Financial Modeling, Investor Relations
Education
Boston University - School of Management
MBA
Boston University School of Law
JD
Tufts University
BA, Economics
Alon Leisure, LLC September 2014 - Present
Champlain Advisors, LLC October 2012 - Present
Tropicana Las Vegas Inc June 2009 - Present
New Millennium Homes 1998 - Present
Gordon Brothers Group July 2010 - August 2012
Milacron, LLC 2009 - 2011
DDJ Capital Management 1996 - 2010
Fidelity Investments 1990 - 1996
Goodwin Procter LLP 1983 - 1990
Skills
Private Equity, Alternative Investments, Hedge Funds, Asset Managment, Valuation, Due Diligence, High Yield, Investments, Securities, Series 7, Credit, Debt, Loans, Restructuring, Capital Markets, Portfolio Management, Venture Capital, Asset Management, Mergers & Acquisitions, Structured Finance, Equities, Mutual Funds, Corporate Development, Investment Banking, Risk Management, Financial Services, Derivatives, Finance, Capital, Corporate Finance, Financial Modeling, Investor Relations
Education
Boston University - School of Management
MBA
Boston University School of Law
JD
Tufts University
BA, Economics
Dewey Seto's Fidelity Investments Experience September 1994 - April 1998
Job Manager at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers June 2009 - Present
BearingPoint May 1998 - June 2009
KPMG Consulting 1998 - 2002
Fidelity Investments September 1994 - April 1998
Skills
Management Consulting
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Business Administration
PricewaterhouseCoopers June 2009 - Present
BearingPoint May 1998 - June 2009
KPMG Consulting 1998 - 2002
Fidelity Investments September 1994 - April 1998
Skills
Management Consulting
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Business Administration
Arun Gorur, CFA's Fidelity Investments Experience January 2007 - June 2010
Job Founder/Partner
Industry Investment Management
Experience
Garch Capital September 2010 - Present
Fidelity Investments January 2007 - June 2010
Fidelity Investments April 1998 - December 2006
Skills
Trading Strategies, Options, Bloomberg, Trading, Monte Carlo Simulation, Quantitative Finance, Risk Management, Mutual Funds, Equities, Financial Risk, Trading Systems, Series 7, Fixed Income, Derivatives, Alternative Investments
Education
Boston University Questrom School of Business 1997 — 2000
M.B.A, Quantitative Finance
University of Florida 1988 — 1991
M.S, Electrical Engg.
University of Mysore 1982 — 1986
BSEE, Electronics & Communication
Garch Capital September 2010 - Present
Fidelity Investments January 2007 - June 2010
Fidelity Investments April 1998 - December 2006
Skills
Trading Strategies, Options, Bloomberg, Trading, Monte Carlo Simulation, Quantitative Finance, Risk Management, Mutual Funds, Equities, Financial Risk, Trading Systems, Series 7, Fixed Income, Derivatives, Alternative Investments
Education
Boston University Questrom School of Business 1997 — 2000
M.B.A, Quantitative Finance
University of Florida 1988 — 1991
M.S, Electrical Engg.
University of Mysore 1982 — 1986
BSEE, Electronics & Communication
Chris Okeke's Fidelity Investments Experience January 2005 - February 2007
Job AVP at SunAmerica
Industry Financial Services
Experience
SunAmerica February 2007 - Present
Fidelity Investments January 2005 - February 2007
Price Waterhouse Coopers March 2004 - January 2005
Fidelity Investments July 1995 - March 2004
Skills
Alternative Investments, Asset Management, Business Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Financial Analysis, Investments
Education
Boston University Questrom School of Business 2000 — 2002
MBA, Finance
Certified Public Accountant
CPA
University of Massachusetts Boston
BS, Accounting
SunAmerica February 2007 - Present
Fidelity Investments January 2005 - February 2007
Price Waterhouse Coopers March 2004 - January 2005
Fidelity Investments July 1995 - March 2004
Skills
Alternative Investments, Asset Management, Business Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Financial Analysis, Investments
Education
Boston University Questrom School of Business 2000 — 2002
MBA, Finance
Certified Public Accountant
CPA
University of Massachusetts Boston
BS, Accounting
Elizabeth Koontz's Fidelity Investments Experience July 1994 - January 1999
Job Bookkeeper at Treble Chorus of New England
Industry Nonprofit Organization Management
Experience
Treble Chorus of New England July 2013 - Present
Creative Living May 2012 - Present
Steeplechase Builders March 2011 - Present
Community Giving Tree February 2010 - September 2011
Fidelity Investments July 1994 - January 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Quickbooks, Fundraising, Volunteer Management, Event Planning, Operating Budgets, High Organizational..., Bookkeeping
Education
Boston University Professional Education 2014 — 2016
Financial Planning and Services
Boston University Questrom School of Business 1980 — 1984
B.S, Business/Finance
Treble Chorus of New England July 2013 - Present
Creative Living May 2012 - Present
Steeplechase Builders March 2011 - Present
Community Giving Tree February 2010 - September 2011
Fidelity Investments July 1994 - January 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Quickbooks, Fundraising, Volunteer Management, Event Planning, Operating Budgets, High Organizational..., Bookkeeping
Education
Boston University Professional Education 2014 — 2016
Financial Planning and Services
Boston University Questrom School of Business 1980 — 1984
B.S, Business/Finance
Garrett Mabee, MBA, CTP's Fidelity Investments Experience June 1998 - February 2001
Job Director of Treasury Operations at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2011 - Present
Wellington Management February 2008 - January 2011
Wellington Management February 2001 - January 2008
Fidelity Investments June 1998 - February 2001
Pioneer Investments September 1995 - June 1998
Skills
Cash Management, Financial Reporting, Derivatives, Financial Analysis, Accounting, FX, Treasury Management, Bloomberg, Financial Modeling, Investments, Cash Flow, Risk, Money Market, Liquidity Management, Credit Risk, Global Operations, Treasury Systems, Working Capital..., Cash Flow Forecasting, Banking, Strategic Planning, Process Optimization, Executive Reporting, Counterparty Risk, Workstations, Financial Regulation, FX Hedging, External Relationships, FX Options, Investment Management, Treasury
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
State University of New York at New Paltz 1990 — 1994
BS, Accounting, 3.80 GPA
Wellington Management January 2011 - Present
Wellington Management February 2008 - January 2011
Wellington Management February 2001 - January 2008
Fidelity Investments June 1998 - February 2001
Pioneer Investments September 1995 - June 1998
Skills
Cash Management, Financial Reporting, Derivatives, Financial Analysis, Accounting, FX, Treasury Management, Bloomberg, Financial Modeling, Investments, Cash Flow, Risk, Money Market, Liquidity Management, Credit Risk, Global Operations, Treasury Systems, Working Capital..., Cash Flow Forecasting, Banking, Strategic Planning, Process Optimization, Executive Reporting, Counterparty Risk, Workstations, Financial Regulation, FX Hedging, External Relationships, FX Options, Investment Management, Treasury
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
State University of New York at New Paltz 1990 — 1994
BS, Accounting, 3.80 GPA
Keith Zhong's Fidelity Investments Experience 1995 - December 1996
Job Accounting Service
Industry Accounting
Experience
State Street Bank January 2000 - December 2006
State Street Bank December 1995 - December 1999
Fidelity Investments 1995 - December 1996
Skills
Production Support, Financial Services, Disaster Recovery, Mutual Funds, Servers, Data Center
Education
Boston University - School of Management 1990 — 1994
BSBA, business administration
Cambridge Rindge and Latin High
State Street Bank January 2000 - December 2006
State Street Bank December 1995 - December 1999
Fidelity Investments 1995 - December 1996
Skills
Production Support, Financial Services, Disaster Recovery, Mutual Funds, Servers, Data Center
Education
Boston University - School of Management 1990 — 1994
BSBA, business administration
Cambridge Rindge and Latin High
Kerry Solomon, CPA, MBA's Fidelity Investments Experience December 1993 - December 2002
Job Business Analyst
Industry Financial Services
Experience
DDJ Capital Management January 2003 - January 2005
Fidelity Investments December 1993 - December 2002
Arthur Andersen & Co September 1990 - December 1993
Skills
Business Analysis, Finance, Project Management
Education
Boston University - School of Management 1994 — 1997
MBA, High Honors
College of the Holy Cross 1986 — 1990
BA, Economics/Accounting
DDJ Capital Management January 2003 - January 2005
Fidelity Investments December 1993 - December 2002
Arthur Andersen & Co September 1990 - December 1993
Skills
Business Analysis, Finance, Project Management
Education
Boston University - School of Management 1994 — 1997
MBA, High Honors
College of the Holy Cross 1986 — 1990
BA, Economics/Accounting
Franco DeSantis's Fidelity Investments Experience January 2015 - Present
Job FCM Finance Director II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments June 2011 - January 2013
Fidelity Investments June 2009 - June 2011
MFS Investment Management November 1998 - June 2008
Education
Boston University - School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments June 2011 - January 2013
Fidelity Investments June 2009 - June 2011
MFS Investment Management November 1998 - June 2008
Education
Boston University - School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank