Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Stephanie Piotrowski Stephanie Piotrowski's Fidelity Investments Experience March 2012 - June 2013
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Citi June 2013 - June 2014
Fidelity Investments March 2012 - June 2013
Fidelity Investments May 2009 - March 2012
Fidelity Investments June 2007 - May 2009
Skills
Accounting, Management, Finance, Budgets, Account Reconciliation, Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Corporate Finance, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Citi June 2014 - Present
Citi June 2013 - June 2014
Fidelity Investments March 2012 - June 2013
Fidelity Investments May 2009 - March 2012
Fidelity Investments June 2007 - May 2009
Skills
Accounting, Management, Finance, Budgets, Account Reconciliation, Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Corporate Finance, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Shannon Tesauro's Fidelity Investments Experience June 2011 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments May 2010 - August 2010
Barnes & Noble September 2006 - January 2010
About.com June 2009 - August 2009
Skills
Microsoft Office, Hyperion Essbase, Oracle Discoverer, Access, Financial Analysis, Financial Reporting, Budgets
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
Fidelity Investments June 2011 - Present
Fidelity Investments May 2010 - August 2010
Barnes & Noble September 2006 - January 2010
About.com June 2009 - August 2009
Skills
Microsoft Office, Hyperion Essbase, Oracle Discoverer, Access, Financial Analysis, Financial Reporting, Budgets
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
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
Michael Butt's Fidelity Investments Experience September 2013 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments January 2012 - September 2013
Fidelity Investments July 2011 - December 2011
Boston University September 2007 - May 2011
LPL - Technology April 2009 - May 2010
JYC Technologies LLC June 2006 - June 2008
Kravet July 2006 - August 2006
Target June 2005 - August 2005
Skills
Systems Analysis, Entrepreneurship, Team Leadership, Creative Problem Solving, Collaborative Leadership, Business Analysis, Data Analysis, Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Leadership, SDLC
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Management Information Systems, Operations and Technology Management, Entrepreneurship
Fidelity Investments September 2013 - Present
Fidelity Investments January 2012 - September 2013
Fidelity Investments July 2011 - December 2011
Boston University September 2007 - May 2011
LPL - Technology April 2009 - May 2010
JYC Technologies LLC June 2006 - June 2008
Kravet July 2006 - August 2006
Target June 2005 - August 2005
Skills
Systems Analysis, Entrepreneurship, Team Leadership, Creative Problem Solving, Collaborative Leadership, Business Analysis, Data Analysis, Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Leadership, SDLC
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Management Information Systems, Operations and Technology Management, Entrepreneurship
Michael Burkardt's Fidelity Investments Experience September 2006 - July 2011
Job Strategic Planning and Finance Analyst, Investor Contact, at Stone Energy Corporation (NYSE:SGY)
Industry Oil & Energy
Experience
Stone Energy Corporation September 2013 - Present
Liberty Mutual Insurance June 2012 - August 2012
Fidelity Investments September 2006 - July 2011
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Valuation, Fixed Income, Equity Research, Mutual Funds, Analysis, Financial Services, Insurance, Management, Strategic Planning, Economics, Bloomberg, Asset Management, Financial Analysis, Options, Oil & Gas Industry, Oil/Gas, Oil Industry, Corporate Finance, Alternative Investments, Capital Markets, Due Diligence, Asset Allocation, Series 7, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
MBA, Finance, Energy
Boston University - School of Management
Bachelor of Science, Business Administration; Finance
Central Catholic
North Andover, MA
Stone Energy Corporation September 2013 - Present
Liberty Mutual Insurance June 2012 - August 2012
Fidelity Investments September 2006 - July 2011
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Valuation, Fixed Income, Equity Research, Mutual Funds, Analysis, Financial Services, Insurance, Management, Strategic Planning, Economics, Bloomberg, Asset Management, Financial Analysis, Options, Oil & Gas Industry, Oil/Gas, Oil Industry, Corporate Finance, Alternative Investments, Capital Markets, Due Diligence, Asset Allocation, Series 7, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
MBA, Finance, Energy
Boston University - School of Management
Bachelor of Science, Business Administration; Finance
Central Catholic
North Andover, MA
Lynn Flamand Lynn Flamand's Fidelity Investments Experience March 2003 - August 2006
Job Managing Director, State Street Corporation
Industry Financial Services
Experience
State Street Corporation March 2014 - Present
State Street Corporation March 2011 - March 2014
New York Life Retirement Plan Services September 2009 - March 2011
Fidelity August 2006 - June 2009
Fidelity Investments March 2003 - August 2006
Fidelity Investments August 1999 - March 2003
Fidelity Investments March 1997 - November 1999
Hill Holliday March 1993 - March 1997
Skills
Product Management, Strategy, Marketing Strategy, Segmentation, Portfolio Management, Financial Services, Analytics, Competitive Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategic Partnerships, Vendor Management, Business Strategy, Mergers & Acquisitions, Program Management, Business Development
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Continuing Education, Securities Industry Institute
Boston University Questrom School of Business 1998 — 2000
MBA, Business Management Program
University of Wisconsin-Madison
Bachelor of Arts (B.A.)
State Street Corporation March 2014 - Present
State Street Corporation March 2011 - March 2014
New York Life Retirement Plan Services September 2009 - March 2011
Fidelity August 2006 - June 2009
Fidelity Investments March 2003 - August 2006
Fidelity Investments August 1999 - March 2003
Fidelity Investments March 1997 - November 1999
Hill Holliday March 1993 - March 1997
Skills
Product Management, Strategy, Marketing Strategy, Segmentation, Portfolio Management, Financial Services, Analytics, Competitive Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategic Partnerships, Vendor Management, Business Strategy, Mergers & Acquisitions, Program Management, Business Development
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Continuing Education, Securities Industry Institute
Boston University Questrom School of Business 1998 — 2000
MBA, Business Management Program
University of Wisconsin-Madison
Bachelor of Arts (B.A.)
Leslie Reitman Leslie Reitman's Fidelity Investments Experience October 1999 - October 2001
Job Business and Marketing Professional
Industry Photography
Experience
Reitman Consulting 2012 - Present
Reitman Consulting February 2004 - May 2014
LJR Photography January 2009 - 2014
Fidelity Investments October 1999 - October 2001
Fidelity Investments 1997 - 1999
Skills
Marketing, Financial Services, Social Media Marketing, Public Speaking, Advertising, Public Relations, Customer Service, Marketing Strategy, photography ,..., Business Strategy, Sales, Account Management, Social Networking, Event Planning, financial services..., Fashion, Creative Direction, Illustrator, Strategy, Editing, Online Marketing, Change Management, Nonprofits, Fundraising, Strategic Planning, Leadership, Marketing Communications, Social Media, Program Management, Creative Writing, Speech Writing
Education
University of Georgia 2014 — 2015
Certified Financial Planner
Boston University - School of Management 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
University of Rochester 1988 — 1991
Philosphy/Psychology, Bachelor of Arts
Dana Hall School 1983 — 1987
High School
Reitman Consulting 2012 - Present
Reitman Consulting February 2004 - May 2014
LJR Photography January 2009 - 2014
Fidelity Investments October 1999 - October 2001
Fidelity Investments 1997 - 1999
Skills
Marketing, Financial Services, Social Media Marketing, Public Speaking, Advertising, Public Relations, Customer Service, Marketing Strategy, photography ,..., Business Strategy, Sales, Account Management, Social Networking, Event Planning, financial services..., Fashion, Creative Direction, Illustrator, Strategy, Editing, Online Marketing, Change Management, Nonprofits, Fundraising, Strategic Planning, Leadership, Marketing Communications, Social Media, Program Management, Creative Writing, Speech Writing
Education
University of Georgia 2014 — 2015
Certified Financial Planner
Boston University - School of Management 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
University of Rochester 1988 — 1991
Philosphy/Psychology, Bachelor of Arts
Dana Hall School 1983 — 1987
High School
Shawn Valliere Shawn Valliere's Fidelity Investments Experience August 2011 - December 2013
Job Vice President Relationship Management at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services December 2013 - Present
Fidelity Investments August 2011 - December 2013
Fidelity Investments April 2010 - August 2011
Fidelity Investments September 2005 - April 2010
Education
Suffolk University Law School 2010 — 2013
Juris Doctor (JD)
Boston University - School of Management 2007 — 2010
Master of Business Administration (MBA)
Saint Anselm College 2001 — 2005
Bachelor of Arts (BA)
Fidelity Family Office Services December 2013 - Present
Fidelity Investments August 2011 - December 2013
Fidelity Investments April 2010 - August 2011
Fidelity Investments September 2005 - April 2010
Education
Suffolk University Law School 2010 — 2013
Juris Doctor (JD)
Boston University - School of Management 2007 — 2010
Master of Business Administration (MBA)
Saint Anselm College 2001 — 2005
Bachelor of Arts (BA)
Sean Chatlos Sean Chatlos's Fidelity Investments Experience May 2010 - August 2010
Job Senior Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2012 - June 2015
Salimetrics, LLC March 2010 - November 2011
The Hershey Company January 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Corporate Finance, Project Management, Data Analysis, Internal Audit, Finance, Due Diligence, Financial Modeling, Forecasting
Education
Harvard University 2013 — 2013
Continuing Education, Accounting and Finance for Governmental and Nonprofit Organizations
Boston University - School of Management 2012 — 2012
Continuing Education, Advanced Accounting, Auditing
Penn State University 2012 — 2012
Continuing Education, Financial Accounting, Managerial Accounting, Individual Taxation
Penn State University 2007 — 2011
B.S., Finance
PwC July 2015 - Present
PwC July 2012 - June 2015
Salimetrics, LLC March 2010 - November 2011
The Hershey Company January 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Corporate Finance, Project Management, Data Analysis, Internal Audit, Finance, Due Diligence, Financial Modeling, Forecasting
Education
Harvard University 2013 — 2013
Continuing Education, Accounting and Finance for Governmental and Nonprofit Organizations
Boston University - School of Management 2012 — 2012
Continuing Education, Advanced Accounting, Auditing
Penn State University 2012 — 2012
Continuing Education, Financial Accounting, Managerial Accounting, Individual Taxation
Penn State University 2007 — 2011
B.S., Finance
Toby Raich's Fidelity Investments Experience January 1995 - February 2005
Job Owner, Paperwork Partner
Industry Individual & Family Services
Experience
Paperwork Partner March 2009 - Present
Neponset Valley Chamber of Commerce 2009 - 2011
Fidelity Investments January 1995 - February 2005
Skills
Long-term Care, Small Business, Non-profits, Nonprofits, Financial Services, Fundraising
Education
Boston University - School of Management
M.B.A.
Paperwork Partner March 2009 - Present
Neponset Valley Chamber of Commerce 2009 - 2011
Fidelity Investments January 1995 - February 2005
Skills
Long-term Care, Small Business, Non-profits, Nonprofits, Financial Services, Fundraising
Education
Boston University - School of Management
M.B.A.
Kim Hazen's Fidelity Investments Experience April 2001 - June 2003
Job Executive Director, Human Resources at Warp Drive Bio
Industry Research
Experience
Warp Drive Bio September 2015 - Present
Aegerion Pharmaceuticals August 2013 - September 2015
The Broad Institute (MIT and Harvard) November 2008 - August 2013
Pioneer Investments June 2003 - October 2008
Fidelity Investments April 2001 - June 2003
Liberty Mutual January 1997 - March 2001
Bank of Boston 1993 - 1995
Whitehead Institute 1989 - 1992
Skills
HRIS, Coaching, Compensation & Benefit, Management Development, Employee Relations, Strategic Planning, Strategic HR, Start-ups, Building Relationships, Leadership Development, Employment, Executive Search, Applicant Tracking..., Performance Management, Recruiting, Human Resources, Personnel Management, Deferred Compensation, Employee Benefits, Change Management, Succession Planning, Strategy
Education
Boston University - School of Management
MBA
SUNY Potsdam
Bachelor of Arts, Psychology
Warp Drive Bio September 2015 - Present
Aegerion Pharmaceuticals August 2013 - September 2015
The Broad Institute (MIT and Harvard) November 2008 - August 2013
Pioneer Investments June 2003 - October 2008
Fidelity Investments April 2001 - June 2003
Liberty Mutual January 1997 - March 2001
Bank of Boston 1993 - 1995
Whitehead Institute 1989 - 1992
Skills
HRIS, Coaching, Compensation & Benefit, Management Development, Employee Relations, Strategic Planning, Strategic HR, Start-ups, Building Relationships, Leadership Development, Employment, Executive Search, Applicant Tracking..., Performance Management, Recruiting, Human Resources, Personnel Management, Deferred Compensation, Employee Benefits, Change Management, Succession Planning, Strategy
Education
Boston University - School of Management
MBA
SUNY Potsdam
Bachelor of Arts, Psychology
Anne Stetson, J.D., M.A. Anne Stetson, J.D., M.A.'s Fidelity Investments Experience 1995 - 1998
Job Impact Investing Expert, Foundation Leader
Industry International Affairs
Experience
Lighthouse Consulting 2001 - Present
Harvard FXB Center for Health and Human Rights January 2011 - Present
Sonen Capital LLC April 2010 - June 2012
Seven Seas Capital LLC December 2007 - March 2010
FSG-Social Impact Advisors October 2006 - June 2009
Rx Foundation 2001 - 2005
Grantham, Mayo, Van Otterloo LLC 1998 - 2001
Fidelity Investments 1995 - 1998
Lawyers Committee for Human Rights 1993 - 1994
Fox & Horan 1990 - 1994
Skills
Economic Development, Nonprofits, International..., Social Entrepreneurship, Non-profits, Philanthropy, Investments, Business Strategy, Grants, Healthcare, Strategy, Program Management, Strategic Planning, Entrepreneurship, Policy Analysis, Public Policy, Research, Venture Capital, Corporate Social..., Capacity Building, Emerging Markets, Management, Microfinance, Program Evaluation, Human Rights, Legal Issues, Investment Management
Education
Columbia University - School of International and Public Affairs
M.A., International political economy
Boston University School of Law 1987 — 1990
J.D., Law
Yale University 1980 — 1984
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Loomis Chaffee School 1976 — 1980
HS Diploma
Lighthouse Consulting 2001 - Present
Harvard FXB Center for Health and Human Rights January 2011 - Present
Sonen Capital LLC April 2010 - June 2012
Seven Seas Capital LLC December 2007 - March 2010
FSG-Social Impact Advisors October 2006 - June 2009
Rx Foundation 2001 - 2005
Grantham, Mayo, Van Otterloo LLC 1998 - 2001
Fidelity Investments 1995 - 1998
Lawyers Committee for Human Rights 1993 - 1994
Fox & Horan 1990 - 1994
Skills
Economic Development, Nonprofits, International..., Social Entrepreneurship, Non-profits, Philanthropy, Investments, Business Strategy, Grants, Healthcare, Strategy, Program Management, Strategic Planning, Entrepreneurship, Policy Analysis, Public Policy, Research, Venture Capital, Corporate Social..., Capacity Building, Emerging Markets, Management, Microfinance, Program Evaluation, Human Rights, Legal Issues, Investment Management
Education
Columbia University - School of International and Public Affairs
M.A., International political economy
Boston University School of Law 1987 — 1990
J.D., Law
Yale University 1980 — 1984
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Loomis Chaffee School 1976 — 1980
HS Diploma
Vladimir Groysman's Fidelity Investments Experience June 2011 - August 2011
Job Trader Feed Grains, Ethanol Team at Tricon International, Ltd.
Industry Logistics and Supply Chain
Experience
Tricon International, Ltd. September 2014 - Present
Group Concorde Pvt Ltd September 2013 - August 2014
Trafigura June 2012 - September 2013
Fidelity Investments June 2011 - August 2011
Advent Venture Partners February 2011 - April 2011
Schneider Electric January 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Microsoft Office, Valuation, Energy, Corporate Finance, Business Strategy, PowerPoint, Project Management, Microsoft Word, Data Analysis, Renewable Energy, Business Analysis, Analysis, Strategy, Portfolio Management, Finance, Management, Business Development, Logistics, Trading, Negotiation
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Brooklyn Technical High School 2004 — 2008
High School, Chemistry
Tricon International, Ltd. September 2014 - Present
Group Concorde Pvt Ltd September 2013 - August 2014
Trafigura June 2012 - September 2013
Fidelity Investments June 2011 - August 2011
Advent Venture Partners February 2011 - April 2011
Schneider Electric January 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Microsoft Office, Valuation, Energy, Corporate Finance, Business Strategy, PowerPoint, Project Management, Microsoft Word, Data Analysis, Renewable Energy, Business Analysis, Analysis, Strategy, Portfolio Management, Finance, Management, Business Development, Logistics, Trading, Negotiation
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Brooklyn Technical High School 2004 — 2008
High School, Chemistry
Mark Lamberti, CFA Mark Lamberti, CFA's Fidelity Investments Experience January 2014 - Present
Job Portfolio Analyst, Global Asset Allocation at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - January 2014
Fidelity Investments March 2011 - June 2013
Prime Buchholz April 2010 - March 2011
NEPC July 2007 - September 2008
NEPC February 2006 - July 2007
Skills
Alternative Investments, Investments, Asset Allocation, Mutual Funds
Education
Gordon Conwell Theological Seminary 2001 — 2004
Masters, Counseling
Boston University Questrom School of Business 1997 — 2001
Finance
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - January 2014
Fidelity Investments March 2011 - June 2013
Prime Buchholz April 2010 - March 2011
NEPC July 2007 - September 2008
NEPC February 2006 - July 2007
Skills
Alternative Investments, Investments, Asset Allocation, Mutual Funds
Education
Gordon Conwell Theological Seminary 2001 — 2004
Masters, Counseling
Boston University Questrom School of Business 1997 — 2001
Finance
Robin Levine Robin Levine's Fidelity Investments Experience 1986 - 1988
Job Accounting Specialist at Philo
Industry Financial Services
Experience
Philo March 2015 - Present
Streamlined Solutions January 1989 - Present
Freelance Writer 1989 - Present
Firefly Bioworks May 2014 - August 2015
Fidelity Investments 1986 - 1988
Polaroid Corporation 1984 - 1986
Barclays Bank 1982 - 1984
Skills
Finance, Management, Investments, Analysis, Budgets, Market Research, Marketing, Data Analysis, Analytics, Marketing Research, Portfolio Management, Start-ups
Education
Boston University - School of Management 1979 — 1981
Master of Business Administration (MBA), Marketing, with Honors
University of Massachusetts, Amherst 1974 — 1977
Bachelor of Science (B.S.), Psychology, Cum Laude
Philo March 2015 - Present
Streamlined Solutions January 1989 - Present
Freelance Writer 1989 - Present
Firefly Bioworks May 2014 - August 2015
Fidelity Investments 1986 - 1988
Polaroid Corporation 1984 - 1986
Barclays Bank 1982 - 1984
Skills
Finance, Management, Investments, Analysis, Budgets, Market Research, Marketing, Data Analysis, Analytics, Marketing Research, Portfolio Management, Start-ups
Education
Boston University - School of Management 1979 — 1981
Master of Business Administration (MBA), Marketing, with Honors
University of Massachusetts, Amherst 1974 — 1977
Bachelor of Science (B.S.), Psychology, Cum Laude
Rachael Gresham's Fidelity Investments Experience May 2014 - January 2015
Job Business Talent Analyst at AIG
Industry Events Services
Experience
AIG June 2015 - Present
Fidelity Investments May 2014 - January 2015
JD Spicer Zeb February 2014 - April 2014
Rent The Runway September 2013 - December 2013
Course Hero, Inc. January 2013 - April 2013
AJ Williams Events September 2012 - December 2012
Skills
Event Planning, PowerPoint, Microsoft Word, Marketing, Social Media, Microsoft Excel, Social Media Marketing, Prezi, Project Management, Customer Service, Social Networking, Public Speaking, Microsoft Office
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Daniel Hand High School 2007 — 2011
AIG June 2015 - Present
Fidelity Investments May 2014 - January 2015
JD Spicer Zeb February 2014 - April 2014
Rent The Runway September 2013 - December 2013
Course Hero, Inc. January 2013 - April 2013
AJ Williams Events September 2012 - December 2012
Skills
Event Planning, PowerPoint, Microsoft Word, Marketing, Social Media, Microsoft Excel, Social Media Marketing, Prezi, Project Management, Customer Service, Social Networking, Public Speaking, Microsoft Office
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Daniel Hand High School 2007 — 2011
Maya Frane Maya Frane's Fidelity Investments Experience 2006 - Present
Job Director of Investment Training at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Fidelity Investments 1998 - 2006
WFNX 1996 - 1998
Skills
College Recruiting, Equity Research, Recruiting, Financial Services, Relationship Management, Training, Mutual Funds
Education
Boston University - School of Management 2000 — 2003
MBA
University of Massachusetts, Amherst 1992 — 1996
Bachelor's degree, Communication
Fidelity Investments 2006 - Present
Fidelity Investments 1998 - 2006
WFNX 1996 - 1998
Skills
College Recruiting, Equity Research, Recruiting, Financial Services, Relationship Management, Training, Mutual Funds
Education
Boston University - School of Management 2000 — 2003
MBA
University of Massachusetts, Amherst 1992 — 1996
Bachelor's degree, Communication
Marina Sigal, JD, IACCP Marina Sigal, JD, IACCP's Fidelity Investments Experience January 2015 - Present
Job Director of Compliance, Asset Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
LMCG Investments, LLC August 2011 - January 2015
NEPC March 2007 - August 2011
Law Office of Tyler H. Fox December 2010 - February 2011
Massachusetts Appeals Court March 2010 - August 2010
State Street June 2006 - March 2007
Russell Reynolds Associates September 2005 - June 2006
Cumsky & Levin LLP February 2005 - August 2005
Skills
Hedge Funds, Investment Advisor..., Alternative Investments, Securities, Equities, Asset Managment, Asset Management, Due Diligence, Private Equity, Investment Management, Bloomberg, Financial Services, Investment Advisory, Investments, Legal Research
Education
New England School of Law 2007 — 2011
JD, Law
Boston University Questrom School of Business 2002 — 2006
BBA, Marketing and Business Law
Fidelity Investments January 2015 - Present
LMCG Investments, LLC August 2011 - January 2015
NEPC March 2007 - August 2011
Law Office of Tyler H. Fox December 2010 - February 2011
Massachusetts Appeals Court March 2010 - August 2010
State Street June 2006 - March 2007
Russell Reynolds Associates September 2005 - June 2006
Cumsky & Levin LLP February 2005 - August 2005
Skills
Hedge Funds, Investment Advisor..., Alternative Investments, Securities, Equities, Asset Managment, Asset Management, Due Diligence, Private Equity, Investment Management, Bloomberg, Financial Services, Investment Advisory, Investments, Legal Research
Education
New England School of Law 2007 — 2011
JD, Law
Boston University Questrom School of Business 2002 — 2006
BBA, Marketing and Business Law
Susan Abraham's Fidelity Investments Experience September 2009 - Present
Job Product Development/Management & Business Strategy
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Bank of America January 2004 - May 2009
FleetBoston Financial September 2001 - January 2004
Viant April 2000 - December 2000
Darwin Partners May 1999 - April 2000
Accenture September 1993 - May 1999
Skills
Change Management, Project Management, Positioning, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investments, Financial Services, Relationship Management, Equities, Product Development, Separately Managed..., Fixed Income, Strategic Sales..., Program Development, Asset Management, ETFs, Strategy, Commercial Banking
Education
Boston University Questrom School of Business 2000 — 2004
MBA, Business Management
Tufts University 1989 — 1993
Bachelors, Psychology, Business
Fidelity Investments September 2009 - Present
Bank of America January 2004 - May 2009
FleetBoston Financial September 2001 - January 2004
Viant April 2000 - December 2000
Darwin Partners May 1999 - April 2000
Accenture September 1993 - May 1999
Skills
Change Management, Project Management, Positioning, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investments, Financial Services, Relationship Management, Equities, Product Development, Separately Managed..., Fixed Income, Strategic Sales..., Program Development, Asset Management, ETFs, Strategy, Commercial Banking
Education
Boston University Questrom School of Business 2000 — 2004
MBA, Business Management
Tufts University 1989 — 1993
Bachelors, Psychology, Business
Michael Whitney's Fidelity Investments Experience June 2014 - August 2014
Job Incoming Staff Consultant (Business Advisor Program) at EY
Industry Financial Services
Experience
Fidelity Investments June 2014 - August 2014
Brigos Capital Management February 2014 - April 2014
Bean Partners July 2013 - August 2013
Alpha Kappa Psi - Nu Chapter January 2013 - May 2013
BU Finance and Investment Club January 2012 - May 2013
Urban Business Accelerator (BUBA) September 2012 - December 2012
Boston University Making Music Program September 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Photoshop, Public Speaking, Microsoft Word, Access, Data Analysis, Event Planning, Social Networking, Management Consulting, QuickBooks, Project Management
Education
Boston University - Questrom School of Business 2011 — 2015
Business Administration, Finance; Economics Minor
St. Francis High School 2007 — 2011
Fidelity Investments June 2014 - August 2014
Brigos Capital Management February 2014 - April 2014
Bean Partners July 2013 - August 2013
Alpha Kappa Psi - Nu Chapter January 2013 - May 2013
BU Finance and Investment Club January 2012 - May 2013
Urban Business Accelerator (BUBA) September 2012 - December 2012
Boston University Making Music Program September 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Photoshop, Public Speaking, Microsoft Word, Access, Data Analysis, Event Planning, Social Networking, Management Consulting, QuickBooks, Project Management
Education
Boston University - Questrom School of Business 2011 — 2015
Business Administration, Finance; Economics Minor
St. Francis High School 2007 — 2011
Nicholas E. Wencis Nicholas E. Wencis's Fidelity Investments Experience February 2011 - April 2013
Job Equity Research Analyst at Rollo Capital Management, LLC
Industry Investment Management
Experience
Rollo Capital Management, LLC May 2013 - Present
Fidelity Investments February 2011 - April 2013
University of New Hampshire August 2010 - December 2010
Morgan Stanley May 2007 - January 2008
Skills
Investments, Economics, Equities, Portfolio Management, Equity Research, Corporate Actions, Analysis, Financial Analysis, Stata, Microsoft Office, Bloomberg Terminal, Econometrics, Morningstar, SAS, Mutual Funds, Financial Modeling, Valuation
Education
Boston University Questrom School of Business 2012 — 2016
Master of Business Administration (M.B.A.), Finance
University of New Hampshire 2006 — 2010
Bachelor of Arts (B.A.), Economics
Syracuse University 2009 — 2009
Semester in Italy: Italian Language and Art History
Rollo Capital Management, LLC May 2013 - Present
Fidelity Investments February 2011 - April 2013
University of New Hampshire August 2010 - December 2010
Morgan Stanley May 2007 - January 2008
Skills
Investments, Economics, Equities, Portfolio Management, Equity Research, Corporate Actions, Analysis, Financial Analysis, Stata, Microsoft Office, Bloomberg Terminal, Econometrics, Morningstar, SAS, Mutual Funds, Financial Modeling, Valuation
Education
Boston University Questrom School of Business 2012 — 2016
Master of Business Administration (M.B.A.), Finance
University of New Hampshire 2006 — 2010
Bachelor of Arts (B.A.), Economics
Syracuse University 2009 — 2009
Semester in Italy: Italian Language and Art History
Revital E. Benaim, MBA Revital E. Benaim, MBA's Fidelity Investments Experience 2007 - 2008
Job Project Manager
Industry Biotechnology
Experience
Lewtan (A Moody's Analytics Subsidiary) July 2015 - Present
Residential Construction Project July 2013 - January 2015
Biogen Idec February 2010 - September 2012
Fidelity Investments 2007 - 2008
Nuance Communications (formerly Phonetic Systems) 2003 - 2005
Neuco Inc October 2001 - July 2002
Ernst & Young 2000 - 2001
Liberty Mutual Insurance 1994 - 1997
Skills
Strategy, Business Analysis, Marketing, Management Consulting, Business Process, Interior Design, Real Estate Development, Marketing Communications, Biotechnology, Cross-functional Team..., Pharmaceutical Industry, Life Sciences, Product Management, Start-ups, Product Development, Product Launch
Education
Tel Aviv University 1998 — 2001
MBA
Boston University Questrom School of Business 1990 — 1994
BSBA
Lewtan (A Moody's Analytics Subsidiary) July 2015 - Present
Residential Construction Project July 2013 - January 2015
Biogen Idec February 2010 - September 2012
Fidelity Investments 2007 - 2008
Nuance Communications (formerly Phonetic Systems) 2003 - 2005
Neuco Inc October 2001 - July 2002
Ernst & Young 2000 - 2001
Liberty Mutual Insurance 1994 - 1997
Skills
Strategy, Business Analysis, Marketing, Management Consulting, Business Process, Interior Design, Real Estate Development, Marketing Communications, Biotechnology, Cross-functional Team..., Pharmaceutical Industry, Life Sciences, Product Management, Start-ups, Product Development, Product Launch
Education
Tel Aviv University 1998 — 2001
MBA
Boston University Questrom School of Business 1990 — 1994
BSBA
R.A Krishnan's Fidelity Investments Experience 1998 - 2005
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Fidelity Investments 1998 - 2005
Formis Computer Services 1992 - 1993
Formis Computer Services 1992 - 1993
Formis Computer Services 1992 - 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Sybase, Autosys
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Morgan Stanley August 2005 - Present
Fidelity Investments 1998 - 2005
Formis Computer Services 1992 - 1993
Formis Computer Services 1992 - 1993
Formis Computer Services 1992 - 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Sybase, Autosys
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Sue Fulshaw Sue Fulshaw's Fidelity Investments Experience December 1991 - March 2010
Job Managing Director Retirement Plan Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
Fidelity Investments December 1991 - March 2010
Education
Boston University Questrom School of Business
M.B.A
Cornell University
B.S., Economics
TIAA-CREF April 2010 - Present
Fidelity Investments December 1991 - March 2010
Education
Boston University Questrom School of Business
M.B.A
Cornell University
B.S., Economics
Harper Marshall's Fidelity Investments Experience 2003 - 2004
Job Associate at Devine Millimet & Branch
Industry Law Practice
Experience
Devine Millimet & Branch August 2007 - Present
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Skills
Estate Planning, Corporate Governance, Mergers, Employment Law, Real Estate Transactions, Mergers & Acquisitions, Tax, Licensing, Corporate Law, Joint Ventures, Real Estate, Legal Writing, Securities, Arbitration, Start-ups, Due Diligence, Private Equity, Tax Law
Education
Boston University School of Law 2008 — 2011
LLM, Taxation
Vermont Law School 2004 — 2007
JD, Law
Gordon College 1997 — 2001
BA, Economics
Devine Millimet & Branch August 2007 - Present
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Skills
Estate Planning, Corporate Governance, Mergers, Employment Law, Real Estate Transactions, Mergers & Acquisitions, Tax, Licensing, Corporate Law, Joint Ventures, Real Estate, Legal Writing, Securities, Arbitration, Start-ups, Due Diligence, Private Equity, Tax Law
Education
Boston University School of Law 2008 — 2011
LLM, Taxation
Vermont Law School 2004 — 2007
JD, Law
Gordon College 1997 — 2001
BA, Economics
Matt Kerns Matt Kerns's Fidelity Investments Experience 2015 - Present
Job Senior Manager, Implementation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments July 2014 - January 2015
Fidelity Investments January 2012 - July 2014
Fidelity Investments April 2010 - January 2012
Fidelity Investments March 2008 - March 2010
Skills
Morningstar Direct, Microsoft Excel, Investments, Mutual Funds, Managed Money, Customer Engagement, Customer Service, Data Analysis, Business Case, Microsoft Office, Stock Market, Certified Financial..., Asset Allocation
Education
Boston University Questrom School of Business 2011 — 2015
Master of Business Administration (MBA), Finance, General
University of Michigan 2001 — 2005
Bachelor of Arts (BA), Economics
Fidelity Investments 2015 - Present
Fidelity Investments July 2014 - January 2015
Fidelity Investments January 2012 - July 2014
Fidelity Investments April 2010 - January 2012
Fidelity Investments March 2008 - March 2010
Skills
Morningstar Direct, Microsoft Excel, Investments, Mutual Funds, Managed Money, Customer Engagement, Customer Service, Data Analysis, Business Case, Microsoft Office, Stock Market, Certified Financial..., Asset Allocation
Education
Boston University Questrom School of Business 2011 — 2015
Master of Business Administration (MBA), Finance, General
University of Michigan 2001 — 2005
Bachelor of Arts (BA), Economics
Margaret Hung's Fidelity Investments Experience March 2012 - March 2012
Job Business Analyst at Kurt Salmon
Industry Financial Services
Experience
Kurt Salmon July 2015 - Present
Amazon July 2014 - May 2015
shin kong financial holding company July 2013 - August 2013
Merrill Lynch October 2012 - November 2012
Massoud & Co. July 2012 - August 2012
Fidelity Investments March 2012 - March 2012
Deloitte July 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Microsoft Office, Management, Public Speaking, Event Planning, Investments, Teamwork, Project Management, E-commerce, Mandarin, Bloomberg Software, Economics, Equities, Vendor Relations, Customer Satisfaction, Data Analysis, Outsourcing Management, Vendor Relationship..., Reporting & Analysis, Retail, Online Retail, Equity Research, Financial Planning, Auditing, Bloomberg Terminal, Strategic Financial..., Outlook, Business Strategy, Wealth Management, Offshore Outsourcing, Outsourcing
Education
Boston University - School of Management 2010 — 2014
BS, Accounting and Finance, 3.82
Taipei First Girls High School 2007 — 2010
3.88
Kurt Salmon July 2015 - Present
Amazon July 2014 - May 2015
shin kong financial holding company July 2013 - August 2013
Merrill Lynch October 2012 - November 2012
Massoud & Co. July 2012 - August 2012
Fidelity Investments March 2012 - March 2012
Deloitte July 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Microsoft Office, Management, Public Speaking, Event Planning, Investments, Teamwork, Project Management, E-commerce, Mandarin, Bloomberg Software, Economics, Equities, Vendor Relations, Customer Satisfaction, Data Analysis, Outsourcing Management, Vendor Relationship..., Reporting & Analysis, Retail, Online Retail, Equity Research, Financial Planning, Auditing, Bloomberg Terminal, Strategic Financial..., Outlook, Business Strategy, Wealth Management, Offshore Outsourcing, Outsourcing
Education
Boston University - School of Management 2010 — 2014
BS, Accounting and Finance, 3.82
Taipei First Girls High School 2007 — 2010
3.88
Samuel Kornstein, CFA Samuel Kornstein, CFA's Fidelity Investments Experience 2006 - 2010
Job Principal at Cartesian
Industry Management Consulting
Experience
Cartesian February 2015 - Present
Cartesian February 2014 - February 2015
Cartesian September 2012 - February 2014
Cornerstone Research June 2011 - August 2011
Fidelity Investments 2006 - 2010
Boston University & U.S. Department of Labor 2004 - 2006
TripAdvisor June 2005 - August 2005
Skills
Financial Modeling, Strategy, Valuation, Private Equity, Financial Analysis, Management Consulting, Corporate Finance, Business Strategy, Competitive Analysis, Due Diligence, Bloomberg, Investments, Entrepreneurship, Quantitative Analytics, Fixed Income, Equity Research, Asset Management, Analytics, Securities, Research, Economics, Finance, Market Analysis, Strategic Planning, Digital Media, Strategic Partnerships, Strategic Consulting, Portfolio Management, Quantitative Analysis, Industry Analysis, Investment Strategies, Competitive Intelligence, Strategic Financial..., Product Development, Market Research, Data Analysis, Business Analysis, Business Modeling, Analysis, Risk Management, Business Development, Consulting, Business Valuation, Capital Markets, Product Management, Go-to-market Strategy, Corporate Development, Marketing Strategy, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
Boston University - School of Management 2002 — 2006
Bachelor of Science in Business Administration, Finance & Marketing
Cartesian February 2015 - Present
Cartesian February 2014 - February 2015
Cartesian September 2012 - February 2014
Cornerstone Research June 2011 - August 2011
Fidelity Investments 2006 - 2010
Boston University & U.S. Department of Labor 2004 - 2006
TripAdvisor June 2005 - August 2005
Skills
Financial Modeling, Strategy, Valuation, Private Equity, Financial Analysis, Management Consulting, Corporate Finance, Business Strategy, Competitive Analysis, Due Diligence, Bloomberg, Investments, Entrepreneurship, Quantitative Analytics, Fixed Income, Equity Research, Asset Management, Analytics, Securities, Research, Economics, Finance, Market Analysis, Strategic Planning, Digital Media, Strategic Partnerships, Strategic Consulting, Portfolio Management, Quantitative Analysis, Industry Analysis, Investment Strategies, Competitive Intelligence, Strategic Financial..., Product Development, Market Research, Data Analysis, Business Analysis, Business Modeling, Analysis, Risk Management, Business Development, Consulting, Business Valuation, Capital Markets, Product Management, Go-to-market Strategy, Corporate Development, Marketing Strategy, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
Boston University - School of Management 2002 — 2006
Bachelor of Science in Business Administration, Finance & Marketing
Ryann Powell Gorczynski's Fidelity Investments Experience December 2003 - August 2004
Job Buyer at New Jersey Resources
Industry Utilities
Experience
New Jersey Resources September 2015 - Present
KUBRA January 2010 - September 2015
UBS May 2006 - April 2009
Schoor DePalma January 2005 - May 2006
Fidelity Investments December 2003 - August 2004
Skills
Process Improvement, Visio, Vendor Management, Microsoft Office, Cross-functional Team..., Business Analysis, Analysis, Operations Management, Budgets, Team Leadership
Education
Boston University - School of Management 1999 — 2003
BSBA, Concentration in Marketing
New Jersey Resources September 2015 - Present
KUBRA January 2010 - September 2015
UBS May 2006 - April 2009
Schoor DePalma January 2005 - May 2006
Fidelity Investments December 2003 - August 2004
Skills
Process Improvement, Visio, Vendor Management, Microsoft Office, Cross-functional Team..., Business Analysis, Analysis, Operations Management, Budgets, Team Leadership
Education
Boston University - School of Management 1999 — 2003
BSBA, Concentration in Marketing
Travis Roache's Fidelity Investments Experience July 2011 - August 2014
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Amadeus IT Group August 2014 - Present
MakeOverShare - Northeastern IDEA Supported April 2014 - May 2015
Fidelity Investments July 2011 - August 2014
King Philip Regional High School (Wrentham, MA) March 2013 - May 2013
Wayland High School March 2012 - May 2012
Fidelity Investments July 2011 - December 2011
Fame January 2011 - May 2011
Achieve Tutoring November 2010 - May 2011
Akamai Technologies May 2010 - August 2010
Media and Technology Charter High May 2007 - May 2010
Skills
SQL, Software Documentation, Active Directory, Six Sigma, Enterprise Software, COBOL, Visio, Windows, Mainframe, TSO, IBM Rational Tools, Troubleshooting, PHP
Education
Boston University - School of Management 2008 — 2011
Bachelor's Degree, Operations and Technology Management, Management of Information Systems
Mount Ida College 2006 — 2008
Bachelor, Business Administration
Match School 2000 — 2005
High School Diploma
Amadeus IT Group August 2014 - Present
MakeOverShare - Northeastern IDEA Supported April 2014 - May 2015
Fidelity Investments July 2011 - August 2014
King Philip Regional High School (Wrentham, MA) March 2013 - May 2013
Wayland High School March 2012 - May 2012
Fidelity Investments July 2011 - December 2011
Fame January 2011 - May 2011
Achieve Tutoring November 2010 - May 2011
Akamai Technologies May 2010 - August 2010
Media and Technology Charter High May 2007 - May 2010
Skills
SQL, Software Documentation, Active Directory, Six Sigma, Enterprise Software, COBOL, Visio, Windows, Mainframe, TSO, IBM Rational Tools, Troubleshooting, PHP
Education
Boston University - School of Management 2008 — 2011
Bachelor's Degree, Operations and Technology Management, Management of Information Systems
Mount Ida College 2006 — 2008
Bachelor, Business Administration
Match School 2000 — 2005
High School Diploma
Tina Petruzziello Tina Petruzziello's Fidelity Investments Experience August 1996 - November 2000
Job Founder & Compliance Principal, Boston Compliance Associates; Conference Director, Compliance & Legal, CMC
Industry Financial Services
Experience
Boston Compliance Associates April 2009 - Present
Capital Markets Consortium January 2012 - Present
Broker Dealer, Investment Adviser Compliance Officers LinkedIn Group April 2009 - Present
ADS Financial Services Solutions July 2010 - January 2011
Commonwealth of Massachusetts January 2008 - February 2009
State Street July 2007 - October 2007
Bank of America May 2005 - February 2007
Protiviti March 2004 - May 2005
Deloitte & Touche June 2003 - March 2004
Fidelity Investments August 1996 - November 2000
Skills
Legal & Compliance..., Consulting Broker/Dealer, Investment Adviser, Hedge Funds, FINRA, Securities, Management Consulting, New Business Development, Sales Management, Training & Development, Compliance, Retail Brokerage, Capital Markets, Investment Management, Mutual Funds, Six Sigma, NASDAQ, Dodd Frank, Employee Training, Compliance Testing, Dodd-Frank, Financial Policies &..., LinkedIn, Event Management, Investment Advisory, Finance, Portfolio Management, Investment Advisory..., Broker-Dealer Compliance
Education
Boston University Questrom School of Business 1996 — 2000
Masters in Business Administration, International Business/Marketing
Northeastern University 1989 — 1994
Bachelor of Science, Business Administration, Finance
Pope John XXIII Central High School 1985 — 1989
Diploma, College Prep Program
Boston Compliance Associates April 2009 - Present
Capital Markets Consortium January 2012 - Present
Broker Dealer, Investment Adviser Compliance Officers LinkedIn Group April 2009 - Present
ADS Financial Services Solutions July 2010 - January 2011
Commonwealth of Massachusetts January 2008 - February 2009
State Street July 2007 - October 2007
Bank of America May 2005 - February 2007
Protiviti March 2004 - May 2005
Deloitte & Touche June 2003 - March 2004
Fidelity Investments August 1996 - November 2000
Skills
Legal & Compliance..., Consulting Broker/Dealer, Investment Adviser, Hedge Funds, FINRA, Securities, Management Consulting, New Business Development, Sales Management, Training & Development, Compliance, Retail Brokerage, Capital Markets, Investment Management, Mutual Funds, Six Sigma, NASDAQ, Dodd Frank, Employee Training, Compliance Testing, Dodd-Frank, Financial Policies &..., LinkedIn, Event Management, Investment Advisory, Finance, Portfolio Management, Investment Advisory..., Broker-Dealer Compliance
Education
Boston University Questrom School of Business 1996 — 2000
Masters in Business Administration, International Business/Marketing
Northeastern University 1989 — 1994
Bachelor of Science, Business Administration, Finance
Pope John XXIII Central High School 1985 — 1989
Diploma, College Prep Program
Neeraj Mahajan, CFA Neeraj Mahajan, CFA's Fidelity Investments Experience October 2001 - July 2005
Job Global Equity Analyst/Assistant Portfolio Manager
Industry Investment Management
Experience
GMO August 2009 - Present
HIMCO July 2008 - August 2009
McKinsey & Company June 2007 - August 2007
Fortis Investments August 2005 - August 2006
Fidelity Investments October 2001 - July 2005
eFORCE July 2000 - July 2001
DSQ Software June 1997 - July 2000
Skills
Financial Modeling, Valuation, Equities, Bloomberg, Fixed Income, Strategy, Management, E-commerce, Credit, Hedge Funds, Portfolio Management, Asset Management, Derivatives, Equity Research, Alternative Investments, Financial Analysis, Financial Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (MBA)
Boston University - School of Management 2004 — 2005
Master of Science (MS), Investment Management
Pondicherry University 1993 — 1997
B.Tech, Electrical and Electronics Engineering
GMO August 2009 - Present
HIMCO July 2008 - August 2009
McKinsey & Company June 2007 - August 2007
Fortis Investments August 2005 - August 2006
Fidelity Investments October 2001 - July 2005
eFORCE July 2000 - July 2001
DSQ Software June 1997 - July 2000
Skills
Financial Modeling, Valuation, Equities, Bloomberg, Fixed Income, Strategy, Management, E-commerce, Credit, Hedge Funds, Portfolio Management, Asset Management, Derivatives, Equity Research, Alternative Investments, Financial Analysis, Financial Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (MBA)
Boston University - School of Management 2004 — 2005
Master of Science (MS), Investment Management
Pondicherry University 1993 — 1997
B.Tech, Electrical and Electronics Engineering
Traci Freed Traci Freed's Fidelity Investments Experience 1994 - 2001
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Consultant 2014 - Present
Eventective 2010 - 2013
Plectix BioSystems, Inc. 2008 - 2010
GainsKeeper/Wolters Kluwer Financial Services 2004 - 2007
Skanska 2002 - 2004
Fidelity Investments 1994 - 2001
Skills
Marketing Communications, Product Marketing, Direct Marketing, Marketing, Marketing Strategy, Social Media, Website Development, Corporate Website..., Email Marketing, Strategy, Social Media Marketing, Leadership, Sales, Strategic Planning, CRM, Management
Education
Boston University - School of Management
MBA, Marketing
Georgetown University
Bachelor of Science (B.S.), Finance
Consultant 2014 - Present
Eventective 2010 - 2013
Plectix BioSystems, Inc. 2008 - 2010
GainsKeeper/Wolters Kluwer Financial Services 2004 - 2007
Skanska 2002 - 2004
Fidelity Investments 1994 - 2001
Skills
Marketing Communications, Product Marketing, Direct Marketing, Marketing, Marketing Strategy, Social Media, Website Development, Corporate Website..., Email Marketing, Strategy, Social Media Marketing, Leadership, Sales, Strategic Planning, CRM, Management
Education
Boston University - School of Management
MBA, Marketing
Georgetown University
Bachelor of Science (B.S.), Finance
Susanne Daisley Lyons Susanne Daisley Lyons's Fidelity Investments Experience 1982 - 1992
Job Board Member at United States Olympic Committee
Industry Financial Services
Experience
Hercules Technology Growth Capital, Inc. March 2015 - Present
United States Olympic Committee December 2010 - Present
Wildcare - San Rafael September 2008 - Present
Gain Capital December 2008 - June 2013
Marketo February 2008 - January 2011
CNET Networks April 2007 - July 2008
Visa 2004 - 2007
Russell Reynolds Associates 2003 - 2004
Charles Schwab and Co, Inc. April 1992 - May 2001
Fidelity Investments 1982 - 1992
Skills
Marketing, Marketing Strategy, Strategic Partnerships, Direct Marketing, Strategy, Product Management, Integrated Marketing, Product Marketing, Social Media, Business Strategy, Analytics, Marketing Communications, Leadership, Management, Financial Services, Strategic Planning, Competitive Analysis, B2B, Segmentation, Start-ups, Online Marketing, Lead Generation, Business Development, CRM, Digital Marketing, Brand Development, Online Advertising, Cross-functional Team..., Sponsorship, Marketing Management, Executive Management, E-commerce
Education
Boston University Questrom School of Business 1980 — 1982
MBA, Marketing
Vassar College 1975 — 1979
Bachelor's degree, French Language and Literature
Hercules Technology Growth Capital, Inc. March 2015 - Present
United States Olympic Committee December 2010 - Present
Wildcare - San Rafael September 2008 - Present
Gain Capital December 2008 - June 2013
Marketo February 2008 - January 2011
CNET Networks April 2007 - July 2008
Visa 2004 - 2007
Russell Reynolds Associates 2003 - 2004
Charles Schwab and Co, Inc. April 1992 - May 2001
Fidelity Investments 1982 - 1992
Skills
Marketing, Marketing Strategy, Strategic Partnerships, Direct Marketing, Strategy, Product Management, Integrated Marketing, Product Marketing, Social Media, Business Strategy, Analytics, Marketing Communications, Leadership, Management, Financial Services, Strategic Planning, Competitive Analysis, B2B, Segmentation, Start-ups, Online Marketing, Lead Generation, Business Development, CRM, Digital Marketing, Brand Development, Online Advertising, Cross-functional Team..., Sponsorship, Marketing Management, Executive Management, E-commerce
Education
Boston University Questrom School of Business 1980 — 1982
MBA, Marketing
Vassar College 1975 — 1979
Bachelor's degree, French Language and Literature
Sandra Grbic's Fidelity Investments Experience April 2010 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Citi October 2004 - April 2010
Amaranth January 2003 - October 2004
Skills
Capital Markets, Series 63, Securities Lending, Equities, Hedge Funds, Prime Brokerage, Securities, Fixed Income, Series 7, Equity Derivatives, Middle Office, Derivatives, Trading Systems, Swaps, Bloomberg, Alternative Investments
Education
Boston University - School of Management 1998 — 2002
BSBA, Finance, International Management
Fidelity Investments April 2010 - Present
Citi October 2004 - April 2010
Amaranth January 2003 - October 2004
Skills
Capital Markets, Series 63, Securities Lending, Equities, Hedge Funds, Prime Brokerage, Securities, Fixed Income, Series 7, Equity Derivatives, Middle Office, Derivatives, Trading Systems, Swaps, Bloomberg, Alternative Investments
Education
Boston University - School of Management 1998 — 2002
BSBA, Finance, International Management
Vince Morreale's Fidelity Investments Experience June 1996 - December 2004
Job Sr Director HR Operations & Planning at Aspen Technology
Industry Human Resources
Experience
Aspen Technology December 2013 - Present
Avanti7 August 2011 - December 2013
Knowledge Infusion August 2010 - September 2011
Riptide Consulting Group January 2005 - May 2011
Fidelity Investments June 1996 - December 2004
Self Employed January 1993 - June 1996
Plymouth Rock Assurance Corporation 1987 - 1992
Skills
Talent Management, HRIS, Performance Management, Talent Acquisition, Succession Planning, Recruiting, Human Resources, Change Management, HR Consulting, Applicant Tracking..., Employee Benefits, Sourcing, Strategy, PeopleSoft, Program Management, Process Improvement, Outsourcing, Personnel Management, Business Process, SaaS, Management, Consulting, Project Management, Vendor Management, Leadership
Education
Boston University - School of Management 2003 — 2004
Executive MBA, Business Administration and Management, General
The University of Dallas
BA, Political Philosophy
Aspen Technology December 2013 - Present
Avanti7 August 2011 - December 2013
Knowledge Infusion August 2010 - September 2011
Riptide Consulting Group January 2005 - May 2011
Fidelity Investments June 1996 - December 2004
Self Employed January 1993 - June 1996
Plymouth Rock Assurance Corporation 1987 - 1992
Skills
Talent Management, HRIS, Performance Management, Talent Acquisition, Succession Planning, Recruiting, Human Resources, Change Management, HR Consulting, Applicant Tracking..., Employee Benefits, Sourcing, Strategy, PeopleSoft, Program Management, Process Improvement, Outsourcing, Personnel Management, Business Process, SaaS, Management, Consulting, Project Management, Vendor Management, Leadership
Education
Boston University - School of Management 2003 — 2004
Executive MBA, Business Administration and Management, General
The University of Dallas
BA, Political Philosophy
Anthony Busanic, J.D., LL.M., CAMS's Fidelity Investments Experience June 2006 - November 2008
Job VP, Financial Crime Compliance Assurance Manager
Industry Banking
Experience
Standard Chartered Bank August 2015 - Present
HSBC November 2014 - August 2015
HSBC June 2013 - August 2014
HSBC Securities January 2013 - June 2013
HSBC Securities August 2011 - January 2013
PricewaterhouseCoopers November 2008 - August 2011
Fidelity Investments June 2006 - November 2008
Morrison Mahoney, LLP November 2005 - April 2006
Law Practice May 2003 - November 2005
Skills
Compliance, AML, Securities, Litigation, Risk, Internet Research, Legal Research, Research, Investigations, Due Diligence, Operational Due..., KYC, Money Laundering, Fraud, Fraud Investigations, Banking Law, Analysis, OFAC, Policy, Private Investigations, Financial Risk, Online Research, Financial Services, Banking, Sanction, Internal Audit
Education
Boston University School of Law 2002 — 2003
LL.M., Banking and Financial Law
New England Law Boston 1999 — 2002
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Criminal Justice
Bergen Catholic High School 1990 — 1994
High School degree, College Prep
Standard Chartered Bank August 2015 - Present
HSBC November 2014 - August 2015
HSBC June 2013 - August 2014
HSBC Securities January 2013 - June 2013
HSBC Securities August 2011 - January 2013
PricewaterhouseCoopers November 2008 - August 2011
Fidelity Investments June 2006 - November 2008
Morrison Mahoney, LLP November 2005 - April 2006
Law Practice May 2003 - November 2005
Skills
Compliance, AML, Securities, Litigation, Risk, Internet Research, Legal Research, Research, Investigations, Due Diligence, Operational Due..., KYC, Money Laundering, Fraud, Fraud Investigations, Banking Law, Analysis, OFAC, Policy, Private Investigations, Financial Risk, Online Research, Financial Services, Banking, Sanction, Internal Audit
Education
Boston University School of Law 2002 — 2003
LL.M., Banking and Financial Law
New England Law Boston 1999 — 2002
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Criminal Justice
Bergen Catholic High School 1990 — 1994
High School degree, College Prep
Sarah Regan's Fidelity Investments Experience May 2006 - 2008
Job
Industry Human Resources
Experience
Thermo Fisher Scientific January 2014 - Present
Thermo Fisher Scientific February 2013 - January 2014
Thermo Fisher Scientific July 2012 - June 2013
Thermo Fisher Scientific June 2011 - September 2012
Thermo Fisher Scientific September 2008 - June 2011
Fidelity Investments May 2006 - 2008
Polaroid 2004 - 2004
Semper International September 1999 - July 2003
Skills
Employee Training, Human Resources, Leadership Development, Onboarding, Organizational..., Performance Management, Personnel Management, Process Improvement, Recruiting, Succession Planning, Talent Management, Training, Change Management
Education
Boston University - School of Management 2003 — 2005
Masters in Business Administration and Masters in Information Systems
Tufts University 1995 — 1999
BA
Berkshire School
CAPT MBTI Certification Course
Thermo Fisher Scientific January 2014 - Present
Thermo Fisher Scientific February 2013 - January 2014
Thermo Fisher Scientific July 2012 - June 2013
Thermo Fisher Scientific June 2011 - September 2012
Thermo Fisher Scientific September 2008 - June 2011
Fidelity Investments May 2006 - 2008
Polaroid 2004 - 2004
Semper International September 1999 - July 2003
Skills
Employee Training, Human Resources, Leadership Development, Onboarding, Organizational..., Performance Management, Personnel Management, Process Improvement, Recruiting, Succession Planning, Talent Management, Training, Change Management
Education
Boston University - School of Management 2003 — 2005
Masters in Business Administration and Masters in Information Systems
Tufts University 1995 — 1999
BA
Berkshire School
CAPT MBTI Certification Course
Peter Holzel's Fidelity Investments Experience 2006 - 2008
Job Business Systems Analyst Consultant
Industry Information Technology and Services
Experience
John Hancock Financial Services January 2008 - Present
Fidelity Investments Management & Research Company April 2003 - January 2008
Fidelity Investments 2006 - 2008
Education
Boston University Questrom School of Business 2001 — 2004
MBA
Trinity College-Hartford 1995 — 1999
BA, Philosophy
John Hancock Financial Services January 2008 - Present
Fidelity Investments Management & Research Company April 2003 - January 2008
Fidelity Investments 2006 - 2008
Education
Boston University Questrom School of Business 2001 — 2004
MBA
Trinity College-Hartford 1995 — 1999
BA, Philosophy
Shannon Gardner Curtis, CFA's Fidelity Investments Experience January 2000 - January 2005
Job
Industry Investment Management
Experience
Wright-Locke Farm January 2012 - Present
Ambrose Elementary School January 2010 - Present
Griffin Museum of Photography January 2007 - January 2013
Neighborhood Cooperative Nursery School January 2007 - January 2012
Family Action Network of Winchester January 2007 - January 2008
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1999 - January 2000
New England Research and Management January 1998 - January 1999
Scudder Kemper Investments Inc January 1996 - January 1998
First Data Corporation January 1994 - January 1996
Skills
Chartered Financial..., Investment Management, Mutual Funds, US Equities, Management Due Diligence, Portfolio Performance..., Competitive Analysis, Competitive Intelligence, Organizational &..., Non-profit Volunteering, Event Planning
Education
Boston University - School of Management 2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maine 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, Accounting
Wright-Locke Farm January 2012 - Present
Ambrose Elementary School January 2010 - Present
Griffin Museum of Photography January 2007 - January 2013
Neighborhood Cooperative Nursery School January 2007 - January 2012
Family Action Network of Winchester January 2007 - January 2008
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1999 - January 2000
New England Research and Management January 1998 - January 1999
Scudder Kemper Investments Inc January 1996 - January 1998
First Data Corporation January 1994 - January 1996
Skills
Chartered Financial..., Investment Management, Mutual Funds, US Equities, Management Due Diligence, Portfolio Performance..., Competitive Analysis, Competitive Intelligence, Organizational &..., Non-profit Volunteering, Event Planning
Education
Boston University - School of Management 2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maine 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, Accounting
Barbara-Ann Boehler's Fidelity Investments Experience 1999 - 2004
Job Securities SME; Compliance Officer; Adjunct Lecturer
Industry Financial Services
Experience
Wolters Kluwer Financial Services September 2015 - Present
Suffolk University: Sawyer Business School; Suffolk University Law School August 2012 - Present
Arete Research, LLC March 2010 - September 2015
Babson Capital Management January 2007 - March 2010
Standish Mellon Asset Management 2006 - 2007
JP Morgan Invest LLC 2004 - 2006
Fidelity Investments 1999 - 2004
John Hancock Financial Services 1998 - 1999
Skills
Series 7, Series 63, Series 24, Series 87, Securities, Asset Management, Mutual Funds, Equities, Financial Services, Policy, Alternative Investments, Legal Compliance
Education
Boston University School of Law 2000 — 2004
LL.M., Taxation
Suffolk University Law School 1993 — 1996
JD, Law
Suffolk University 1989 — 1993
BA, History and Communications, Double Major
Wolters Kluwer Financial Services September 2015 - Present
Suffolk University: Sawyer Business School; Suffolk University Law School August 2012 - Present
Arete Research, LLC March 2010 - September 2015
Babson Capital Management January 2007 - March 2010
Standish Mellon Asset Management 2006 - 2007
JP Morgan Invest LLC 2004 - 2006
Fidelity Investments 1999 - 2004
John Hancock Financial Services 1998 - 1999
Skills
Series 7, Series 63, Series 24, Series 87, Securities, Asset Management, Mutual Funds, Equities, Financial Services, Policy, Alternative Investments, Legal Compliance
Education
Boston University School of Law 2000 — 2004
LL.M., Taxation
Suffolk University Law School 1993 — 1996
JD, Law
Suffolk University 1989 — 1993
BA, History and Communications, Double Major
Nancy Emerson's Fidelity Investments Experience March 2015 - Present
Job Vice President, Customer Insights at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments March 2011 - Present
Buck Consultants February 2006 - March 2011
Mellon Financial July 1996 - April 2005
Skills
Employee Benefits, Talent Management, Performance Management, Strategy, Change Management, Employee Engagement, Deferred Compensation, Organizational Design, Human Resources, Mergers & Acquisitions, Management Consulting, Outsourcing, Vendor Management, Leadership, Strategic Planning, Financial Services, 401k, Retirement, Organizational...
Education
Teachers College of Columbia University 1999 — 2001
M.A., Education
Boston University Questrom School of Business 1991 — 1994
M.S., Business
Fidelity Investments March 2015 - Present
Fidelity Investments March 2011 - Present
Buck Consultants February 2006 - March 2011
Mellon Financial July 1996 - April 2005
Skills
Employee Benefits, Talent Management, Performance Management, Strategy, Change Management, Employee Engagement, Deferred Compensation, Organizational Design, Human Resources, Mergers & Acquisitions, Management Consulting, Outsourcing, Vendor Management, Leadership, Strategic Planning, Financial Services, 401k, Retirement, Organizational...
Education
Teachers College of Columbia University 1999 — 2001
M.A., Education
Boston University Questrom School of Business 1991 — 1994
M.S., Business
Nora Cheng Sanders's Fidelity Investments Experience June 2002 - August 2004
Job Display Sales Operations Manager at Google, Inc
Industry Marketing and Advertising
Experience
Google, Inc April 2010 - Present
Google January 2008 - March 2010
Google, Inc. August 2004 - December 2007
Fidelity Investments June 2002 - August 2004
Skills
Business Strategy, Product Launches, Sales Operations, Competitive Analysis, Product Management, Product Launch, Start-ups
Education
Boston University - School of Management 2007 — 2010
MBA
Harvard University 1998 — 2002
AB
Google, Inc April 2010 - Present
Google January 2008 - March 2010
Google, Inc. August 2004 - December 2007
Fidelity Investments June 2002 - August 2004
Skills
Business Strategy, Product Launches, Sales Operations, Competitive Analysis, Product Management, Product Launch, Start-ups
Education
Boston University - School of Management 2007 — 2010
MBA
Harvard University 1998 — 2002
AB
Thomas Simone's Fidelity Investments Experience June 2000 - July 2008
Job Assistant Vice President at State Street Bank
Industry Investment Management
Experience
State Street Bank July 2008 - Present
Fidelity Investments June 2000 - July 2008
Fidelity Investments October 1994 - June 2000
Skills
Finance, Financial Analysis, Fund Administration, Mutual Funds
Education
Boston University Questrom School of Business 1996 — 2000
MBA, General Management
Saint Michael's College 1987 — 1991
State Street Bank July 2008 - Present
Fidelity Investments June 2000 - July 2008
Fidelity Investments October 1994 - June 2000
Skills
Finance, Financial Analysis, Fund Administration, Mutual Funds
Education
Boston University Questrom School of Business 1996 — 2000
MBA, General Management
Saint Michael's College 1987 — 1991
Maggie Phan, CIA's Fidelity Investments Experience 2001 - 2007
Job Senior Director, Audit Professional Practices, TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
American Savings Bank 2013 - 2014
Mitsubishi UFJ Trust & Banking Corporation 2013 - 2013
Brown Brothers Harriman 2008 - 2013
Central Pacific Bank 2007 - 2008
Fidelity Investments 2001 - 2007
Skills
Fluent in English,..., Certified Internal...
Education
Suffolk University 2002 — 2004
MBA, Finance
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Boston University - School of Management 1992 — 1996
BSBA, Finance and Management Information Systems
TIAA-CREF August 2014 - Present
American Savings Bank 2013 - 2014
Mitsubishi UFJ Trust & Banking Corporation 2013 - 2013
Brown Brothers Harriman 2008 - 2013
Central Pacific Bank 2007 - 2008
Fidelity Investments 2001 - 2007
Skills
Fluent in English,..., Certified Internal...
Education
Suffolk University 2002 — 2004
MBA, Finance
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Boston University - School of Management 1992 — 1996
BSBA, Finance and Management Information Systems
Kristin (McNaught) Kiggins's Fidelity Investments Experience October 2003 - February 2008
Job Executive Assistant at Lupoli Companies
Industry Executive Office
Experience
Lupoli Companies September 2013 - Present
Self Employed February 2008 - September 2013
Fidelity Investments October 2003 - February 2008
Fidelity Investments October 1999 - September 2003
Fidelity Investments June 1997 - September 1999
Merrill Lynch May 1996 - May 1997
Skills
Account Management, Analysis, Applicant Tracking..., Asset Management, Asset Allocation, Banking, Business Analysis, Business Process..., Business Relationship..., Business Development, Business Strategy, Coaching, Capital Markets, Cross-functional Team..., Customer Retention, Customer Service, Employee Training, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investments, Leadership Development, Management, Mergers, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Project Management, Relationship Management, Risk Management, Sales, Salesforce.com, Securities, Series 24, Series 6, Series 63, Series 7, Strategic Planning, Team Building, Team Leadership, Trading Systems, Vendor Management, Wealth Management
Education
Boston University Questrom School of Business 1992 — 1996
BS, Business Administration
Chelmsford High School 1988 — 1992
Lupoli Companies September 2013 - Present
Self Employed February 2008 - September 2013
Fidelity Investments October 2003 - February 2008
Fidelity Investments October 1999 - September 2003
Fidelity Investments June 1997 - September 1999
Merrill Lynch May 1996 - May 1997
Skills
Account Management, Analysis, Applicant Tracking..., Asset Management, Asset Allocation, Banking, Business Analysis, Business Process..., Business Relationship..., Business Development, Business Strategy, Coaching, Capital Markets, Cross-functional Team..., Customer Retention, Customer Service, Employee Training, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investments, Leadership Development, Management, Mergers, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Project Management, Relationship Management, Risk Management, Sales, Salesforce.com, Securities, Series 24, Series 6, Series 63, Series 7, Strategic Planning, Team Building, Team Leadership, Trading Systems, Vendor Management, Wealth Management
Education
Boston University Questrom School of Business 1992 — 1996
BS, Business Administration
Chelmsford High School 1988 — 1992
Veronika Bastanova's Fidelity Investments Experience September 2009 - Present
Job Sr. Technology Project Manager
Industry Information Technology and Services
Experience
Fidelity Investments September 2009 - Present
Education
Boston University Questrom School of Business 2006 — 2009
University of North Texas 1997 — 2000
Business, BCIS
Fidelity Investments September 2009 - Present
Education
Boston University Questrom School of Business 2006 — 2009
University of North Texas 1997 — 2000
Business, BCIS
Sherri Blanton's Fidelity Investments Experience 1994 - 2001
Job V.P., Senior Communications Manager
Industry Financial Services
Experience
Bank of America March 2001 - Present
Fidelity Investments 1994 - 2001
Education
Boston University - School of Management
B.S.B.A.
Northeastern University
MBA, Marketing
Bank of America March 2001 - Present
Fidelity Investments 1994 - 2001
Education
Boston University - School of Management
B.S.B.A.
Northeastern University
MBA, Marketing
Maureen Mullen's Fidelity Investments Experience July 1991 - July 2009
Job IT Portfolio Management
Industry Information Technology and Services
Experience
Raytheon July 2014 - Present
Raytheon Integrated Defense Systems September 2009 - June 2014
Fidelity Investments July 1991 - July 2009
American Express / The Shareholder Services Group 1990 - 1991
Skills
Integration, Software Project..., SDLC, Requirements Analysis, Business Analysis, Program Management, Software Development, PMO
Education
Boston University - School of Management 1991 — 1994
MBA
College of the Holy Cross 1984 — 1988
BA, Mathematics
Westford Academy
Raytheon July 2014 - Present
Raytheon Integrated Defense Systems September 2009 - June 2014
Fidelity Investments July 1991 - July 2009
American Express / The Shareholder Services Group 1990 - 1991
Skills
Integration, Software Project..., SDLC, Requirements Analysis, Business Analysis, Program Management, Software Development, PMO
Education
Boston University - School of Management 1991 — 1994
MBA
College of the Holy Cross 1984 — 1988
BA, Mathematics
Westford Academy
Steven Costantino's Fidelity Investments Experience March 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Fidelity September 2007 - March 2011
PAREXEL June 2005 - September 2007
Tombolo, Inc. August 2001 - June 2005
Investors Bank & Trust August 1999 - May 2000
Investors Bank & Trust August 1997 - August 1999
Skills
Cross-functional Team..., Program Management, Vendor Management, Relationship Management, Marketing, Process Improvement, SDLC, Project Portfolio..., Business Analysis
Education
Boston University Questrom School of Business 2000 — 2001
MS-MBA, Masters in Business Administration and Masters in Information Systems Dual Degree Graduate Program
University of Vermont 1989 — 1993
BS, Finance
Fidelity Investments March 2011 - Present
Fidelity September 2007 - March 2011
PAREXEL June 2005 - September 2007
Tombolo, Inc. August 2001 - June 2005
Investors Bank & Trust August 1999 - May 2000
Investors Bank & Trust August 1997 - August 1999
Skills
Cross-functional Team..., Program Management, Vendor Management, Relationship Management, Marketing, Process Improvement, SDLC, Project Portfolio..., Business Analysis
Education
Boston University Questrom School of Business 2000 — 2001
MS-MBA, Masters in Business Administration and Masters in Information Systems Dual Degree Graduate Program
University of Vermont 1989 — 1993
BS, Finance
Matt Antle's Fidelity Investments Experience May 2007 - August 2007
Job Fundamental Research Investment Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments May 2008 - Present
Fidelity Investments May 2007 - August 2007
Millipore May 2006 - August 2006
Education
Boston University - School of Management 2004 — 2008
3.97
Putnam Investments May 2008 - Present
Fidelity Investments May 2007 - August 2007
Millipore May 2006 - August 2006
Education
Boston University - School of Management 2004 — 2008
3.97
Nelson Ra's Fidelity Investments Experience June 2000 - August 2001
Job Vice President, Product Development at State Street Global Markets
Industry Financial Services
Experience
State Street Corp April 2007 - Present
Eze Castle Software October 2003 - April 2007
Deutsche Bank October 2002 - October 2003
Pioneer Investments February 2002 - October 2002
Fidelity Investments June 2000 - August 2001
Skills
Hedge Funds, Product Management, Integration, Portfolio Management, Product Development, Trading Systems, Equities, Financial Markets, Financial Services, Derivatives, Fixed Income, Agile Methodologies, Electronic Trading, Bloomberg, Business Analysis
Education
Boston University Questrom School of Business 1996 — 2000
BS
State Street Corp April 2007 - Present
Eze Castle Software October 2003 - April 2007
Deutsche Bank October 2002 - October 2003
Pioneer Investments February 2002 - October 2002
Fidelity Investments June 2000 - August 2001
Skills
Hedge Funds, Product Management, Integration, Portfolio Management, Product Development, Trading Systems, Equities, Financial Markets, Financial Services, Derivatives, Fixed Income, Agile Methodologies, Electronic Trading, Bloomberg, Business Analysis
Education
Boston University Questrom School of Business 1996 — 2000
BS
Tamara Charles's Fidelity Investments Experience March 2015 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
UBS June 2013 - February 2015
JPMorgan Chase January 2008 - May 2013
American Red Cross in Greater New York 2007 - 2008
American Red Cross in Greater New York 2002 - 2007
American Red Cross in Greater New York June 2000 - November 2002
Skills
Program Management, Training, Project Planning, Budgets, Strategic Planning, Non-profits, Management, Community Outreach, Fundraising, Emergency Management, Leadership, Nonprofits, Recruiting, Analysis, Risk Management, Government, Human Resources, Entrepreneurship, Finance, Customer Service, Administration, Business Process, Team Leadership, Project Management, Teamwork, Mergers & Acquisitions, Committed to..., Specifications
Education
Villanova University 2011 — 2012
Master's Certificate, Project Management
Boston University - School of Management
Bachelor’s Degree, Business
PMP Training
Fidelity Investments March 2015 - Present
UBS June 2013 - February 2015
JPMorgan Chase January 2008 - May 2013
American Red Cross in Greater New York 2007 - 2008
American Red Cross in Greater New York 2002 - 2007
American Red Cross in Greater New York June 2000 - November 2002
Skills
Program Management, Training, Project Planning, Budgets, Strategic Planning, Non-profits, Management, Community Outreach, Fundraising, Emergency Management, Leadership, Nonprofits, Recruiting, Analysis, Risk Management, Government, Human Resources, Entrepreneurship, Finance, Customer Service, Administration, Business Process, Team Leadership, Project Management, Teamwork, Mergers & Acquisitions, Committed to..., Specifications
Education
Villanova University 2011 — 2012
Master's Certificate, Project Management
Boston University - School of Management
Bachelor’s Degree, Business
PMP Training
Richard Lyon's Fidelity Investments Experience October 1999 - January 2008
Job VP/CFO at Howland Capital Management LLC
Industry Financial Services
Experience
Howland Capital Management LLC August 2009 - Present
TFC Financial Management, Inc. October 2008 - February 2009
Fidelity Investments October 1999 - January 2008
Fidelity Investments - Legal Dept. 1999 - January 2008
Arthur Anderson 1974 - 1977
Skills
Management, Mutual Funds, Financial Services, Leadership, Securities, Finance, Negotiation, Investments, Strategy, Portfolio Management, Asset Management, Private Equity, Accounting, Investment Management
Education
Suffolk University Law School 1977 — 1981
Doctor of Law (JD)
Boston University - School of Management 1973 — 1974
B.S. & MBA, Business Administration (B.S.) & Finance/Economics (MBA)
Howland Capital Management LLC August 2009 - Present
TFC Financial Management, Inc. October 2008 - February 2009
Fidelity Investments October 1999 - January 2008
Fidelity Investments - Legal Dept. 1999 - January 2008
Arthur Anderson 1974 - 1977
Skills
Management, Mutual Funds, Financial Services, Leadership, Securities, Finance, Negotiation, Investments, Strategy, Portfolio Management, Asset Management, Private Equity, Accounting, Investment Management
Education
Suffolk University Law School 1977 — 1981
Doctor of Law (JD)
Boston University - School of Management 1973 — 1974
B.S. & MBA, Business Administration (B.S.) & Finance/Economics (MBA)
Neal Milden's Fidelity Investments Experience 1999 - 2003
Job Univ. Construction Auditor at Harvard University
Industry Construction
Experience
Harvard University May 2006 - Present
Fidelity Investments 1999 - 2003
icf kaiser engineers 1993 - 1998
ICF International (Kaiser Engineers) 1993 - 1998
Stone and Webster Engineering Co. 1981 - 1985
Education
Boston University Questrom School of Business 1976 — 1978
Harvard University May 2006 - Present
Fidelity Investments 1999 - 2003
icf kaiser engineers 1993 - 1998
ICF International (Kaiser Engineers) 1993 - 1998
Stone and Webster Engineering Co. 1981 - 1985
Education
Boston University Questrom School of Business 1976 — 1978
Richard A. Armellini's Fidelity Investments Experience March 1992 - 2013
Job Vice President and Branch Manager at Charles Schwab California St, 211 Main St and Presidio Heights Branches
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Fidelity Investments March 1992 - 2013
Education
Boston University - School of Management 1983 — 1987
Finance
Charles Schwab January 2014 - Present
Fidelity Investments March 1992 - 2013
Education
Boston University - School of Management 1983 — 1987
Finance
Lucy Chan's Fidelity Investments Experience April 2015 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Interactive Data 2011 - Present
Fidelity Investments 2006 - 2008
Strategic Enterprise Technology 2001 - 2006
Digitas 2000 - 2001
Brown Brothers Harriman 1989 - 1999
Skills
Business Requirements, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Analysis, Process Improvement, Software Project..., Business Process, Business Process..., Agile Project Management, Project Portfolio..., IT Strategy, Trading Systems, Program Management, Business Intelligence, Agile Methodologies, Risk Management, PMP, Visio, Financial Services, Integration, Enterprise Architecture, Vendor Management, Fidelity, Data Governance, Relationship Management, Data Usage Compliance, Global Custody, Software Quality...
Education
Boston University Questrom School of Business
MBA, Finance
Wheaton College (MA)
BA, Biology
Fidelity Investments April 2015 - Present
Interactive Data 2011 - Present
Fidelity Investments 2006 - 2008
Strategic Enterprise Technology 2001 - 2006
Digitas 2000 - 2001
Brown Brothers Harriman 1989 - 1999
Skills
Business Requirements, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Analysis, Process Improvement, Software Project..., Business Process, Business Process..., Agile Project Management, Project Portfolio..., IT Strategy, Trading Systems, Program Management, Business Intelligence, Agile Methodologies, Risk Management, PMP, Visio, Financial Services, Integration, Enterprise Architecture, Vendor Management, Fidelity, Data Governance, Relationship Management, Data Usage Compliance, Global Custody, Software Quality...
Education
Boston University Questrom School of Business
MBA, Finance
Wheaton College (MA)
BA, Biology
Mark McManus's Fidelity Investments Experience 1996 - 2002
Job Regional Manager, Applications Sales at Oracle
Industry Information Technology and Services
Experience
Oracle September 2015 - Present
Oracle May 2012 - Present
The McManus Group August 2009 - May 2012
Plan Sponsor Advisors March 2010 - January 2011
Enterprise Iron March 2008 - August 2009
CitiStreet 2002 - 2008
Fidelity Investments 1996 - 2002
Allmerica Financial 1993 - 1996
Skills
Business Analysis, Business Performance..., Financial Services, Vendor Management, Process Improvement, Endeca, CRM, Relationship Management, Business Intelligence, Business Process..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Project Management, Strategic Planning, Account Management, Sales, Business Process..., Program Management, Analytics, Professional Services, Enterprise Software, Business Strategy, Analysis, Consulting
Education
Boston University - School of Management 1997 — 1998
MBA
Fitchburg State University
BA, Business and Marketing
Oracle September 2015 - Present
Oracle May 2012 - Present
The McManus Group August 2009 - May 2012
Plan Sponsor Advisors March 2010 - January 2011
Enterprise Iron March 2008 - August 2009
CitiStreet 2002 - 2008
Fidelity Investments 1996 - 2002
Allmerica Financial 1993 - 1996
Skills
Business Analysis, Business Performance..., Financial Services, Vendor Management, Process Improvement, Endeca, CRM, Relationship Management, Business Intelligence, Business Process..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Project Management, Strategic Planning, Account Management, Sales, Business Process..., Program Management, Analytics, Professional Services, Enterprise Software, Business Strategy, Analysis, Consulting
Education
Boston University - School of Management 1997 — 1998
MBA
Fitchburg State University
BA, Business and Marketing
Lucy Vaughan's Fidelity Investments Experience December 2006 - Present
Job Payroll Specialist Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments December 2006 - Present
Kelmoore Investment Company May 2001 - May 2006
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, MARKETING
Fidelity Investments December 2006 - Present
Kelmoore Investment Company May 2001 - May 2006
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, MARKETING
Michael R. Loranger, CFA's Fidelity Investments Experience May 2006 - August 2007
Job Vice President
Industry Financial Services
Experience
BNY Mellon Investment Management September 2009 - Present
Mercer Human Resource Consulting August 2007 - September 2009
Fidelity Investments May 2006 - August 2007
Fidelity Investments April 2002 - May 2006
Fidelity Investments July 1999 - April 2001
Skills
Series 7, Mutual Funds, Asset Allocation, Due Diligence, Investments, Equities, Portfolio Management, Investment Management, Capital Markets, Financial Planning, Retirement Planning
Education
Boston University - School of Management 2000 — 2002
MS - Investment Management, Finance
Daniel Webster College 1996 — 1999
BS - Management, Organizational Management
BNY Mellon Investment Management September 2009 - Present
Mercer Human Resource Consulting August 2007 - September 2009
Fidelity Investments May 2006 - August 2007
Fidelity Investments April 2002 - May 2006
Fidelity Investments July 1999 - April 2001
Skills
Series 7, Mutual Funds, Asset Allocation, Due Diligence, Investments, Equities, Portfolio Management, Investment Management, Capital Markets, Financial Planning, Retirement Planning
Education
Boston University - School of Management 2000 — 2002
MS - Investment Management, Finance
Daniel Webster College 1996 — 1999
BS - Management, Organizational Management
Marjorie Bauer's Fidelity Investments Experience November 1990 - January 2009
Job Market Research Consulting
Industry Financial Services
Experience
Research for Results March 2009 - Present
Fidelity Investments November 1990 - January 2009
Shawmut Corporation 1985 - 1990
Skills
Market Research, Competitive Intelligence, Competitive Analysis, Financial Services, Strategy, Program Management, Strategic Planning, Leadership, Business Strategy, Business Development, Marketing Research, Vendor Management, Marketing, Financial Modeling, Thought Leadership, Market Planning, Portfolio Management, Product Marketing, Segmentation, Qualitative Research, CRM, Investments, Quantitative Research, Cross-functional Team..., Product Management, Strategic Partnerships, Start-ups, Market Analysis, Management Consulting, Analytics
Education
Boston University Questrom School of Business 1980 — 1984
MBA
University of Pennsylvania 1970 — 1972
MSW
Simmons College 1966 — 1970
BA, English
Research for Results March 2009 - Present
Fidelity Investments November 1990 - January 2009
Shawmut Corporation 1985 - 1990
Skills
Market Research, Competitive Intelligence, Competitive Analysis, Financial Services, Strategy, Program Management, Strategic Planning, Leadership, Business Strategy, Business Development, Marketing Research, Vendor Management, Marketing, Financial Modeling, Thought Leadership, Market Planning, Portfolio Management, Product Marketing, Segmentation, Qualitative Research, CRM, Investments, Quantitative Research, Cross-functional Team..., Product Management, Strategic Partnerships, Start-ups, Market Analysis, Management Consulting, Analytics
Education
Boston University Questrom School of Business 1980 — 1984
MBA
University of Pennsylvania 1970 — 1972
MSW
Simmons College 1966 — 1970
BA, English
Michael Vadala's Fidelity Investments Experience December 2013 - Present
Job Director or Finance at Fidelity Investments l MBA, Boston University l Six Sigma Green Belt
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments December 2009 - December 2013
Fidelity Investments June 2007 - December 2009
Skills
Oracle Applications, Hyperion, Financial Modeling, Strategy Development, Financial Forecasting, Financial Reporting, Financial Analysis, Finance, Essbase, Hyperion Enterprise, Strategic Financial..., Strategy
Education
Boston University - School of Management 2011 — 2014
Candidate for Master in Business Administration, Strategy and Business Planning
Bryant University 2003 — 2007
Bachelor's Degree, Finance, Marketing, Psychology
Fidelity Investments December 2013 - Present
Fidelity Investments December 2009 - December 2013
Fidelity Investments June 2007 - December 2009
Skills
Oracle Applications, Hyperion, Financial Modeling, Strategy Development, Financial Forecasting, Financial Reporting, Financial Analysis, Finance, Essbase, Hyperion Enterprise, Strategic Financial..., Strategy
Education
Boston University - School of Management 2011 — 2014
Candidate for Master in Business Administration, Strategy and Business Planning
Bryant University 2003 — 2007
Bachelor's Degree, Finance, Marketing, Psychology
Tracy Ta's Fidelity Investments Experience July 2014 - Present
Job Sr Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2011 - June 2014
Fidelity Investments July 2009 - June 2011
Boston University June 2005 - May 2009
Harvard Business School June 2008 - September 2008
London Underground March 2008 - May 2008
Skills
Systems Analysis, Data Analysis, Business Analysis, Requirements Analysis, Access, Requirements Gathering, Visio, Omniture Insight
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (MBA)
Boston University Questrom School of Business 2005 — 2009
B.S., Business Administration with dual concentration in MIS and Operations and Technology Management
Fidelity Investments July 2014 - Present
Fidelity Investments July 2011 - June 2014
Fidelity Investments July 2009 - June 2011
Boston University June 2005 - May 2009
Harvard Business School June 2008 - September 2008
London Underground March 2008 - May 2008
Skills
Systems Analysis, Data Analysis, Business Analysis, Requirements Analysis, Access, Requirements Gathering, Visio, Omniture Insight
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (MBA)
Boston University Questrom School of Business 2005 — 2009
B.S., Business Administration with dual concentration in MIS and Operations and Technology Management
Roberta Dinsmore's Fidelity Investments Experience April 2006 - December 2008
Job Human Resources and Management Consultant
Industry Human Resources
Experience
Partners In Health January 2011 - Present
Fidelity Investments April 2006 - December 2008
Fidelity Investments March 1994 - April 2006
EnVivo Pharmaceuticals 2001 - 2006
Hay Group 1989 - 1993
Deloitte Consulting 1987 - 1989
Tufts-New England Medical Center 1980 - 1987
Skills
Executive Coaching, Human Resources, Change Management, Recruiting, Management Development, Deferred Compensation, Organizational Design, Management, Workforce Planning, Training, Consulting, Compensation & Benefit, Management Consulting, Organizational..., Organizational..., Program Management
Education
Boston University Questrom School of Business
MBA, Management
Harvard School of Public Health
MS, Health Policy and Management
Tufts University
BA, Political Science, English
Partners In Health January 2011 - Present
Fidelity Investments April 2006 - December 2008
Fidelity Investments March 1994 - April 2006
EnVivo Pharmaceuticals 2001 - 2006
Hay Group 1989 - 1993
Deloitte Consulting 1987 - 1989
Tufts-New England Medical Center 1980 - 1987
Skills
Executive Coaching, Human Resources, Change Management, Recruiting, Management Development, Deferred Compensation, Organizational Design, Management, Workforce Planning, Training, Consulting, Compensation & Benefit, Management Consulting, Organizational..., Organizational..., Program Management
Education
Boston University Questrom School of Business
MBA, Management
Harvard School of Public Health
MS, Health Policy and Management
Tufts University
BA, Political Science, English
Samuel Kopchick's Fidelity Investments Experience 1994 - 1997
Job SVP Product Management at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Institutional Retirement and Trust 1997 - Present
Fidelity Investments 1994 - 1997
Investors Bank & Trust 1989 - 1994
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Mutual Funds, Financial Services, Product Management
Education
Boston University Graduate School of Management 1987 — 1989
MBA, Business
Brown University 1982 — 1986
AB, Economics
Deerfield Academy 1980 — 1982
Prep School
Wells Fargo Institutional Retirement and Trust 1997 - Present
Fidelity Investments 1994 - 1997
Investors Bank & Trust 1989 - 1994
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Mutual Funds, Financial Services, Product Management
Education
Boston University Graduate School of Management 1987 — 1989
MBA, Business
Brown University 1982 — 1986
AB, Economics
Deerfield Academy 1980 — 1982
Prep School
Tedd Hadley's Fidelity Investments Experience May 2007 - Present
Job stock trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Education
New York Institute of Technology 2006 — 2009
BS, International Management
Boston University Questrom School of Business
MS, Banking and Finance
durfee
Fidelity Investments May 2007 - Present
Education
New York Institute of Technology 2006 — 2009
BS, International Management
Boston University Questrom School of Business
MS, Banking and Finance
durfee
Nick Chaplain's Fidelity Investments Experience September 1998 - April 2002
Job Strategic Wealth Design President and Financial Coach
Industry Financial Services
Experience
Strategic Wealth Design February 2014 - Present
Girard Financial Group, LLC December 2012 - February 2014
Family First Life & Annuities March 2009 - December 2012
Commercial & Residential Mortgage Broker April 2002 - March 2009
Fidelity Investments September 1998 - April 2002
Skills
Insurance, Social Security..., Strategic Planning, Investments, Fixed Annuities, Small Business, Finance, Customer Service, Risk Management, Banking, Financial Analysis, Business Analysis, Project Management, Business Strategy
Education
Boston University - School of Management 1999 — 2000
Graduate Certificate in Database and Client/Server Computing
Bryant College 1994 — 1998
Bachelor's Degree, Computer and Information Sciences and Support Services/Communication
Strategic Wealth Design February 2014 - Present
Girard Financial Group, LLC December 2012 - February 2014
Family First Life & Annuities March 2009 - December 2012
Commercial & Residential Mortgage Broker April 2002 - March 2009
Fidelity Investments September 1998 - April 2002
Skills
Insurance, Social Security..., Strategic Planning, Investments, Fixed Annuities, Small Business, Finance, Customer Service, Risk Management, Banking, Financial Analysis, Business Analysis, Project Management, Business Strategy
Education
Boston University - School of Management 1999 — 2000
Graduate Certificate in Database and Client/Server Computing
Bryant College 1994 — 1998
Bachelor's Degree, Computer and Information Sciences and Support Services/Communication
Tone Roe's Fidelity Investments Experience March 2010 - June 2012
Job Experienced compliance professional and auditor
Industry Financial Services
Experience
Fidelity Investments March 2010 - June 2012
Fidelity Investments November 2005 - November 2008
Fidelity Investments June 2002 - October 2005
Fidelity Investments 2000 - 2002
Education
Boston University Questrom School of Business 2001 — 2004
MBA, Finance
Brown University 1997 — 1999
MA, Slavic Linguistics
University of Southern Maine 1993 — 1997
BA, Russian and German Area Studies
Fidelity Investments March 2010 - June 2012
Fidelity Investments November 2005 - November 2008
Fidelity Investments June 2002 - October 2005
Fidelity Investments 2000 - 2002
Education
Boston University Questrom School of Business 2001 — 2004
MBA, Finance
Brown University 1997 — 1999
MA, Slavic Linguistics
University of Southern Maine 1993 — 1997
BA, Russian and German Area Studies
Lynn Spadone's Fidelity Investments Experience September 2004 - November 2008
Job Technical Project Manager at FM Global
Industry Information Technology and Services
Experience
FM Global February 2011 - July 2014
Wolters Kluwer Financial Services June 2009 - September 2010
Fidelity Investments September 2004 - November 2008
U.S. Bancorp February 2003 - February 2004
State Street September 1992 - January 2002
Skills
Management, Project Planning, Agile Methodologies
Education
Boston University Questrom School of Business
BS, Finance
FM Global February 2011 - July 2014
Wolters Kluwer Financial Services June 2009 - September 2010
Fidelity Investments September 2004 - November 2008
U.S. Bancorp February 2003 - February 2004
State Street September 1992 - January 2002
Skills
Management, Project Planning, Agile Methodologies
Education
Boston University Questrom School of Business
BS, Finance
Margaret L. McKenna's Fidelity Investments Experience January 2012 - Present
Job Executive Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments January 2009 - December 2011
Fidelity Investments March 2000 - December 2008
Fidelity Investments April 2000 - December 2007
Skills
Series 6, 63 and 26
Education
Boston University Questrom School of Business 1989 — 1993
M.B. A., Business Administration
Emmanuel College 1979 — 1983
BA, Business Management
Fidelity Investments January 2012 - Present
Fidelity Investments January 2009 - December 2011
Fidelity Investments March 2000 - December 2008
Fidelity Investments April 2000 - December 2007
Skills
Series 6, 63 and 26
Education
Boston University Questrom School of Business 1989 — 1993
M.B. A., Business Administration
Emmanuel College 1979 — 1983
BA, Business Management
Paul Graceffa's Fidelity Investments Experience May 2001 - Present
Job Senior Corporate Actions Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2001 - Present
John Hancock Life Insurance Company (U.S.A.) January 1998 - April 2001
Venture Development Corporation 1995 - 1996
Skills
Financial Services, Program Management, Analysis, Business Analysis, Data Analysis, Analytics, Financial Analysis, Access, Risk Management, Process Improvement, Financial Modeling, Vendor Management, Finance, Business Process..., Mutual Funds, Equities, Fixed Income, Financial Markets, Securities, Corporate Actions, Capital Markets
Education
Boston University Graduate School of Management 1992 — 1994
MBA, Business
Brandeis University 1985 — 1989
B.A., Politics
Lawrence Academy 1981 — 1985
Fidelity Investments May 2001 - Present
John Hancock Life Insurance Company (U.S.A.) January 1998 - April 2001
Venture Development Corporation 1995 - 1996
Skills
Financial Services, Program Management, Analysis, Business Analysis, Data Analysis, Analytics, Financial Analysis, Access, Risk Management, Process Improvement, Financial Modeling, Vendor Management, Finance, Business Process..., Mutual Funds, Equities, Fixed Income, Financial Markets, Securities, Corporate Actions, Capital Markets
Education
Boston University Graduate School of Management 1992 — 1994
MBA, Business
Brandeis University 1985 — 1989
B.A., Politics
Lawrence Academy 1981 — 1985
Peter Jalbert, CFP®'s Fidelity Investments Experience 1983 - 2004
Job Principal at Crossroads Capital
Industry Financial Services
Experience
Crossroads Capital 2008 - Present
Fidelity Investments 1983 - 2004
Skills
Investments, Financial Planning, Portfolio Management, Asset Management, Mutual Funds, Retirement, Finance, Wealth Management
Education
Certified Financial Planner™ 2005 — 2006
CFP®
Boston University Questrom School of Business
MBA
Bryant University
Bachelor of Science, Business Administration
Crossroads Capital 2008 - Present
Fidelity Investments 1983 - 2004
Skills
Investments, Financial Planning, Portfolio Management, Asset Management, Mutual Funds, Retirement, Finance, Wealth Management
Education
Certified Financial Planner™ 2005 — 2006
CFP®
Boston University Questrom School of Business
MBA
Bryant University
Bachelor of Science, Business Administration
Laurel Bishow's Fidelity Investments Experience 1987 - 1989
Job Math Tutor at East Stroudsburg Area School District
Industry Primary/Secondary Education
Experience
East Stroudsburg Area School District 2005 - Present
Pocono Record/Eastern Poconos Community News 2003 - Present
Mountain Laurel Errand Service 2001 - 2005
Morgan Stanley 1996 - 2001
Pershing 1991 - 1996
AT&T American Transtech 1989 - 1991
Fidelity Investments 1987 - 1989
Kendall Company 1984 - 1987
Charles T. Main (Parsons Main) 1981 - 1984
John Hancock Insurance Company 1978 - 1981
Education
Boston University Questrom School of Business
MBA, Managment, Organizational Behavior
Bryant University 1973 — 1976
BS, Management, Labor Relations
East Stroudsburg Area School District 2005 - Present
Pocono Record/Eastern Poconos Community News 2003 - Present
Mountain Laurel Errand Service 2001 - 2005
Morgan Stanley 1996 - 2001
Pershing 1991 - 1996
AT&T American Transtech 1989 - 1991
Fidelity Investments 1987 - 1989
Kendall Company 1984 - 1987
Charles T. Main (Parsons Main) 1981 - 1984
John Hancock Insurance Company 1978 - 1981
Education
Boston University Questrom School of Business
MBA, Managment, Organizational Behavior
Bryant University 1973 — 1976
BS, Management, Labor Relations
Nicholas Sharis's Fidelity Investments Experience August 2009 - January 2011
Job Vice President at SCS Financial
Industry Financial Services
Experience
SCS Financial January 2011 - Present
Fidelity Investments August 2009 - January 2011
Fidelity Investments July 2006 - July 2009
Fidelity Investments June 2005 - June 2006
Skills
Corporate Finance, Asset Allocation, Mutual Funds, Fixed Income, Microsoft Office, Equities, Financial Modeling, Asset Management, Finance, Valuation, Strategic Financial..., Portfolio Management, Investments, Access
Education
Boston University Questrom School of Business 2008 — 2011
MBA, Finance, Strategy & Business Analysis
Boston University Questrom School of Business 2002 — 2006
BS, in Business Administration, Finance
SCS Financial January 2011 - Present
Fidelity Investments August 2009 - January 2011
Fidelity Investments July 2006 - July 2009
Fidelity Investments June 2005 - June 2006
Skills
Corporate Finance, Asset Allocation, Mutual Funds, Fixed Income, Microsoft Office, Equities, Financial Modeling, Asset Management, Finance, Valuation, Strategic Financial..., Portfolio Management, Investments, Access
Education
Boston University Questrom School of Business 2008 — 2011
MBA, Finance, Strategy & Business Analysis
Boston University Questrom School of Business 2002 — 2006
BS, in Business Administration, Finance
Steve Marrow's Fidelity Investments Experience June 2015 - Present
Job Senior Vice President, Team LeaderClient Acquisition and Retention Services at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2012 - Present
Fidelity Investments 2010 - July 2012
Fidelity Investments 2003 - 2009
Fidelity Investments 2002 - 2003
Fidelity Investments 1997 - 2002
McQuade Incorporated 1993 - 1997
Skills
Retirement, Strategy, Investments, Employee Benefits, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Management, Mergers & Acquisitions, Asset Management, Outsourcing, Pensions, Series 7, Consulting, Series 24, Series 63
Education
Boston University Questrom School of Business 1987 — 1990
MBA, Finance
Bowdoin College 1979 — 1983
B.A., Chemistry and Economics
St. John's Preparatory School 1975 — 1979
Fidelity Investments June 2015 - Present
Fidelity Investments July 2012 - Present
Fidelity Investments 2010 - July 2012
Fidelity Investments 2003 - 2009
Fidelity Investments 2002 - 2003
Fidelity Investments 1997 - 2002
McQuade Incorporated 1993 - 1997
Skills
Retirement, Strategy, Investments, Employee Benefits, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Management, Mergers & Acquisitions, Asset Management, Outsourcing, Pensions, Series 7, Consulting, Series 24, Series 63
Education
Boston University Questrom School of Business 1987 — 1990
MBA, Finance
Bowdoin College 1979 — 1983
B.A., Chemistry and Economics
St. John's Preparatory School 1975 — 1979
Sonja Formato's Fidelity Investments Experience 2007 - October 2014
Job National Account Manager at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC November 2014 - Present
Fidelity Investments 2007 - October 2014
Putnam Investments 2006 - 2007
Wellington Management June 1997 - June 2005
Skills
Mutual Funds, Investments, Equities, Asset Management, Series 63, Series 7, Securities, Financial Services, Alternative Investments
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Management/Marketing
Foreside Financial Group, LLC November 2014 - Present
Fidelity Investments 2007 - October 2014
Putnam Investments 2006 - 2007
Wellington Management June 1997 - June 2005
Skills
Mutual Funds, Investments, Equities, Asset Management, Series 63, Series 7, Securities, Financial Services, Alternative Investments
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Management/Marketing
Kristina Regan, CFA's Fidelity Investments Experience April 2000 - September 2014
Job Head of Investment Management, Global Asset Allocation at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2000 - September 2014
Fidelity Investments July 1997 - April 2000
Fidelity Investments December 1993 - July 1997
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
Rochester Institute of Technology
BS, Economics
Fidelity Investments April 2000 - September 2014
Fidelity Investments July 1997 - April 2000
Fidelity Investments December 1993 - July 1997
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
Rochester Institute of Technology
BS, Economics
Maggie Moosbrugger's Fidelity Investments Experience June 2007 - September 2007
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2009 - Present
J.P. Morgan October 2007 - November 2009
Fidelity Investments June 2007 - September 2007
Skills
Capital Markets, Series 7, Fixed Income, Series 55, Series 63, Distressed Debt, Structured Finance, Valuation, Derivatives, High Yield, Credit Derivatives, Financial Structuring, Credit Risk, Credit Management, Hedging
Education
Boston University Questrom School of Business 2003 — 2007
BsBA, Finance
J.P. Morgan November 2009 - Present
J.P. Morgan October 2007 - November 2009
Fidelity Investments June 2007 - September 2007
Skills
Capital Markets, Series 7, Fixed Income, Series 55, Series 63, Distressed Debt, Structured Finance, Valuation, Derivatives, High Yield, Credit Derivatives, Financial Structuring, Credit Risk, Credit Management, Hedging
Education
Boston University Questrom School of Business 2003 — 2007
BsBA, Finance
Nicholas Siik's Fidelity Investments Experience July 2011 - Present
Job Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments September 2008 - June 2011
Skills
Series 7, Series 66, Series 63, Insurance
Education
Boston University Questrom School of Business 2010 — 2013
MBA, Finance
Merrimack College 2005 — 2007
Certificate In Financial Planning
Saint Anselm College 2000 — 2004
Bachelors, Business
Fidelity Investments July 2011 - Present
Fidelity Investments September 2008 - June 2011
Skills
Series 7, Series 66, Series 63, Insurance
Education
Boston University Questrom School of Business 2010 — 2013
MBA, Finance
Merrimack College 2005 — 2007
Certificate In Financial Planning
Saint Anselm College 2000 — 2004
Bachelors, Business
Susan Boudrot's Fidelity Investments Experience 2008 - 2010
Job Chief Compliance Officer Retail Brokerage at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Susan M. Boudrot Consulting January 2011 - October 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2003 - 2004
Charles Schwab 1998 - 2003
Brown & Company Securities Corp. 1994 - 1998
US Securities and Exchange Commission 1989 - 1994
Weiss Angoff Coltin Koski & Wolf 1987 - 1989
Skills
Series 7, Securities, Mutual Funds, Investment Advisory, Compliance, Options, Investments, Risk, Pensions, FINRA, Series 24, AML, Fixed Income, Series 63, Equities, Risk Management, Alternative Investments, Asset Management, OFAC, Brokerage, ERISA, Securities Law, Back Office, Wealth Management, Executive Management, Bonds, Series 3, Commodities and Futures
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Management
Boston University School of Law 1984 — 1987
Juris Doctorate, Law
Regis College 1980 — 1984
Bachelor of Arts, Political Science
TD Ameritrade October 2011 - Present
Susan M. Boudrot Consulting January 2011 - October 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2003 - 2004
Charles Schwab 1998 - 2003
Brown & Company Securities Corp. 1994 - 1998
US Securities and Exchange Commission 1989 - 1994
Weiss Angoff Coltin Koski & Wolf 1987 - 1989
Skills
Series 7, Securities, Mutual Funds, Investment Advisory, Compliance, Options, Investments, Risk, Pensions, FINRA, Series 24, AML, Fixed Income, Series 63, Equities, Risk Management, Alternative Investments, Asset Management, OFAC, Brokerage, ERISA, Securities Law, Back Office, Wealth Management, Executive Management, Bonds, Series 3, Commodities and Futures
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Management
Boston University School of Law 1984 — 1987
Juris Doctorate, Law
Regis College 1980 — 1984
Bachelor of Arts, Political Science
Luke Trill, CFP®'s Fidelity Investments Experience January 2011 - Present
Job Investment Solutions Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments June 2005 - January 2011
Education
Boston University Questrom School of Business
MBA, Finance
Keene State College
BS, Business Management
Fidelity Investments January 2011 - Present
Fidelity Investments June 2005 - January 2011
Education
Boston University Questrom School of Business
MBA, Finance
Keene State College
BS, Business Management
Tina Farrell's Fidelity Investments Experience March 2013 - Present
Job Instructional Design Lead, Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Skills
Virtual Management, Instructional Design, Needs Analysis, Blended Learning, Virtual Design, Evaluation Design, ADDIE, Instructor-led Training, Adobe Acrobat, SnagIt, Project Management, User Experience, Program Development, Leadership Development, Performance Consulting, Learning Management
Education
Boston University - School of Management 1981 — 1985
Bachelor of Science in Business Adminisatration
Fidelity Investments March 2013 - Present
Skills
Virtual Management, Instructional Design, Needs Analysis, Blended Learning, Virtual Design, Evaluation Design, ADDIE, Instructor-led Training, Adobe Acrobat, SnagIt, Project Management, User Experience, Program Development, Leadership Development, Performance Consulting, Learning Management
Education
Boston University - School of Management 1981 — 1985
Bachelor of Science in Business Adminisatration
Vladimir Todorov's Fidelity Investments Experience June 2008 - Present
Job Senior Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Education
Boston University Questrom School of Business 2003 — 2008
BA, Business Administration in MIS and Finance
Fidelity Investments June 2008 - Present
Education
Boston University Questrom School of Business 2003 — 2008
BA, Business Administration in MIS and Finance
Timothy Legendre, CFA's Fidelity Investments Experience February 2014 - Present
Job Vice President, Wealth Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments January 2013 - January 2014
Fidelity Investments April 2011 - December 2012
Fidelity Investments October 2007 - March 2011
Fidelity Investments October 2005 - September 2007
Education
Boston University - School of Management 2008 — 2009
MS, Investment Management
James Madison University 2000 — 2004
BA, Political Science
Fidelity Investments February 2014 - Present
Fidelity Investments January 2013 - January 2014
Fidelity Investments April 2011 - December 2012
Fidelity Investments October 2007 - March 2011
Fidelity Investments October 2005 - September 2007
Education
Boston University - School of Management 2008 — 2009
MS, Investment Management
James Madison University 2000 — 2004
BA, Political Science
Marcy Loomis's Fidelity Investments Experience September 2012 - Present
Job Account Supervisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
ING July 2005 - September 2012
Putnam Investments 1999 - 2004
Liberty Funds Group 1998 - 2000
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Marketing
University of Vermont 1990 — 1994
BS, Marketing
Fidelity Investments September 2012 - Present
ING July 2005 - September 2012
Putnam Investments 1999 - 2004
Liberty Funds Group 1998 - 2000
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Marketing
University of Vermont 1990 — 1994
BS, Marketing
Michelle Pandori's Fidelity Investments Experience June 2003 - April 2005
Job Director of Finance at The Trust for Public Land
Industry Nonprofit Organization Management
Experience
The Trust for Public Land February 2007 - Present
The Trust for Public Land October 2005 - February 2007
Fidelity Investments June 2003 - April 2005
Fidelity Investments June 2001 - May 2003
Ironwood Pharmaceuticals April 2000 - May 2001
Ironwood Pharmaceuticals February 1999 - March 2000
Harvard Medical School September 1998 - February 1999
UC San Diego September 1993 - August 1998
Skills
Hyperion: Pillar and..., Lawson General Ledger, Pledgemaker, Crystal Reports, Microsoft Office:..., Cross-functional Team..., Analysis, Leadership, Forecasting
Education
Boston University - School of Management 1998 — 2001
Master of Business Administration (M.B.A.), Corporate Finance
Boston University School of Medicine 1991 — 1993
Master of Medical Science, Biology, General
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology
The Trust for Public Land February 2007 - Present
The Trust for Public Land October 2005 - February 2007
Fidelity Investments June 2003 - April 2005
Fidelity Investments June 2001 - May 2003
Ironwood Pharmaceuticals April 2000 - May 2001
Ironwood Pharmaceuticals February 1999 - March 2000
Harvard Medical School September 1998 - February 1999
UC San Diego September 1993 - August 1998
Skills
Hyperion: Pillar and..., Lawson General Ledger, Pledgemaker, Crystal Reports, Microsoft Office:..., Cross-functional Team..., Analysis, Leadership, Forecasting
Education
Boston University - School of Management 1998 — 2001
Master of Business Administration (M.B.A.), Corporate Finance
Boston University School of Medicine 1991 — 1993
Master of Medical Science, Biology, General
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology
Terrie Hanna's Fidelity Investments Experience December 2012 - Present
Job Vice President and Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments March 2011 - December 2012
Upromise Investments, Inc. April 2009 - March 2011
Dechert LLP September 2005 - April 2009
SunGard Data Systems Inc. 1998 - 2005
Dechert LLP 1994 - 1998
Foley Hoag LLP 1991 - 1994
Education
Boston University School of Law 1987 — 1990
Doctor of Law (JD)
Boston University Graduate School of Management 1988 — 1991
MBA
Colby College 1981 — 1985
Bachelor of Arts (B.A.), English/Business
Fidelity Investments December 2012 - Present
Fidelity Investments March 2011 - December 2012
Upromise Investments, Inc. April 2009 - March 2011
Dechert LLP September 2005 - April 2009
SunGard Data Systems Inc. 1998 - 2005
Dechert LLP 1994 - 1998
Foley Hoag LLP 1991 - 1994
Education
Boston University School of Law 1987 — 1990
Doctor of Law (JD)
Boston University Graduate School of Management 1988 — 1991
MBA
Colby College 1981 — 1985
Bachelor of Arts (B.A.), English/Business
Yoong D. Chew's Fidelity Investments Experience September 2001 - June 2013
Job Computer Software Professional
Industry Financial Services
Experience
Fidelity Investments September 2001 - June 2013
FairMarket January 1999 - September 2001
Digital Equipment Corporation August 1990 - December 1998
Skills
SharePoint, .NET, Software Development, Web Services, C#, Microsoft SQL Server, IIS, jQuery, AJAX, Unix
Education
Boston University Graduate School of Management
MBA
Rensselaer Polytechnic Institute
Master of Engineering, Computer and Systems Engineering
Rensselaer Polytechnic Institute
Master of Science, Mechanical Engineering
Dartmouth College
Bachelor of Engineering, Engineering Science
Skidmore College
Bachelor of Art, Mathematics
Fidelity Investments September 2001 - June 2013
FairMarket January 1999 - September 2001
Digital Equipment Corporation August 1990 - December 1998
Skills
SharePoint, .NET, Software Development, Web Services, C#, Microsoft SQL Server, IIS, jQuery, AJAX, Unix
Education
Boston University Graduate School of Management
MBA
Rensselaer Polytechnic Institute
Master of Engineering, Computer and Systems Engineering
Rensselaer Polytechnic Institute
Master of Science, Mechanical Engineering
Dartmouth College
Bachelor of Engineering, Engineering Science
Skidmore College
Bachelor of Art, Mathematics
Yoo James's Fidelity Investments Experience October 2010 - Present
Job Fixed Income Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments October 2008 - October 2010
Fidelity Investments February 2008 - October 2008
Education
Boston University Graduate School of Management 2012 — 2013
Master's degree, Investment Management
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (BS)
Fidelity Investments October 2010 - Present
Fidelity Investments October 2008 - October 2010
Fidelity Investments February 2008 - October 2008
Education
Boston University Graduate School of Management 2012 — 2013
Master's degree, Investment Management
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (BS)
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank