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
Hannah Mingus Hannah Mingus's Fidelity Investments Experience August 2015 - Present
Job Customer Care Escalations Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2013 - Present
The Sandusky Register November 2012 - August 2013
Poe Boy Music Group October 2012 - July 2013
Avon October 2012 - June 2013
Fazolis Italian Restaurant June 2009 - May 2013
Downtown Bowling Green January 2012 - May 2012
The Clyde Enterprise May 2011 - August 2011
Skills
Journalism, Storytelling, Feature Articles, Copy Editing, Blogging, Web Content, Editing, Copywriting, Online Journalism, Proofreading, Fiction, Freelance Writing, Non-fiction, Short Stories, Fiction Writing, Novels, Social Media, Social Networking, Microsoft Office, Public Speaking, Writing
Education
Bowling Green State University 2008 — 2012
Bachelor of Science (B.S.), Journalism
Fidelity Investments August 2015 - Present
Fidelity Investments June 2013 - Present
The Sandusky Register November 2012 - August 2013
Poe Boy Music Group October 2012 - July 2013
Avon October 2012 - June 2013
Fazolis Italian Restaurant June 2009 - May 2013
Downtown Bowling Green January 2012 - May 2012
The Clyde Enterprise May 2011 - August 2011
Skills
Journalism, Storytelling, Feature Articles, Copy Editing, Blogging, Web Content, Editing, Copywriting, Online Journalism, Proofreading, Fiction, Freelance Writing, Non-fiction, Short Stories, Fiction Writing, Novels, Social Media, Social Networking, Microsoft Office, Public Speaking, Writing
Education
Bowling Green State University 2008 — 2012
Bachelor of Science (B.S.), Journalism
Amy Dorchinez Amy Dorchinez's Fidelity Investments Experience June 2013 - Present
Job Licensed Financial Representative, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Charles Schwab January 2008 - June 2013
Northwestern Mutual February 2004 - September 2007
Education
Bowling Green State University 2004 — 2005
Bachelor of Science (BS), Special Education and Teaching, K-12
Fidelity Investments June 2013 - Present
Charles Schwab January 2008 - June 2013
Northwestern Mutual February 2004 - September 2007
Education
Bowling Green State University 2004 — 2005
Bachelor of Science (BS), Special Education and Teaching, K-12
Andrew LoRusso Andrew LoRusso's Fidelity Investments Experience June 2012 - August 2012
Job Associate, Institutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Fidelity Investments June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Start-Up Bank, Investment Group June 2009 - August 2009
Skills
Economics, Investments, Equities, Fixed Income, Social Media, Event Planning, Leadership, Editing, Marketing, Customer Service, Market Research, Management, Portfolio Management, Asset Management
Education
Bowdoin College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Danish Institute for Study Abroad 2011 — 2011
Global Economics Program
Noble & Greenough School 2005 — 2009
High School, High Academic Distinction
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Fidelity Investments June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Start-Up Bank, Investment Group June 2009 - August 2009
Skills
Economics, Investments, Equities, Fixed Income, Social Media, Event Planning, Leadership, Editing, Marketing, Customer Service, Market Research, Management, Portfolio Management, Asset Management
Education
Bowdoin College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Danish Institute for Study Abroad 2011 — 2011
Global Economics Program
Noble & Greenough School 2005 — 2009
High School, High Academic Distinction
Casey Grindon Casey Grindon's Fidelity Investments Experience June 2012 - August 2012
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Fidelity Capital Markets July 2013 - May 2015
Fidelity Investments June 2012 - August 2012
Loomis, Sayles & Company June 2011 - August 2011
Office of U.S. Senator Michael F. Bennet July 2010 - August 2010
Skills
Analysis, Valuation, Equities, Marketing, Strategy, Series 63, Proficient in French, Investments, Financial Modeling, Microsoft Excel, Series 7, Series 52, Public Speaking, Microsoft Office
Education
Bowdoin College 2009 — 2013
Government & Legal Studies, Economics, Religion
Trinity College Rome Campus 2011 — 2011
Public Finance, European Union Politics, Italian, Ancient Art of Rome, 3.6
Tuck School of Business at Dartmouth 2011 — 2011
Semester at Sea 2009 — 2009
Business, Environmental Studies, Mediterranean History
Guggenheim Partners June 2015 - Present
Fidelity Capital Markets July 2013 - May 2015
Fidelity Investments June 2012 - August 2012
Loomis, Sayles & Company June 2011 - August 2011
Office of U.S. Senator Michael F. Bennet July 2010 - August 2010
Skills
Analysis, Valuation, Equities, Marketing, Strategy, Series 63, Proficient in French, Investments, Financial Modeling, Microsoft Excel, Series 7, Series 52, Public Speaking, Microsoft Office
Education
Bowdoin College 2009 — 2013
Government & Legal Studies, Economics, Religion
Trinity College Rome Campus 2011 — 2011
Public Finance, European Union Politics, Italian, Ancient Art of Rome, 3.6
Tuck School of Business at Dartmouth 2011 — 2011
Semester at Sea 2009 — 2009
Business, Environmental Studies, Mediterranean History
Arthur Sido Arthur Sido's Fidelity Investments Experience January 2001 - October 2002
Job Team Leader, Meijer
Industry Retail
Experience
Meijer October 2014 - Present
Lincoln Financial Group November 2010 - February 2014
PensionTrend Investment Advisors November 2008 - November 2010
Fifth Third Bank June 2006 - November 2008
J.P. Morgan February 2005 - June 2006
Provident Bank November 2002 - November 2004
Fidelity Investments January 2001 - October 2002
Skills
Banking, Administration, Investments, Retirement Planning, Series 63, Investment Advisory, 401k, ERISA, Employee Benefits, Retirement Plan..., Relationship Management, Securities, Financial Services, Series 6, Leadership, Asset Managment, Mutual Funds, Management, Pensions, Customer Service, Training
Education
Ivy Tech Community College 2014 — 2014
Technical Certificate, Estimated Completion December 2014, Technical Certificate in Manufacturing, Production and Operations
Bowling Green State University 1991 — 1995
B.A, Political Science, Minor in History
Meijer October 2014 - Present
Lincoln Financial Group November 2010 - February 2014
PensionTrend Investment Advisors November 2008 - November 2010
Fifth Third Bank June 2006 - November 2008
J.P. Morgan February 2005 - June 2006
Provident Bank November 2002 - November 2004
Fidelity Investments January 2001 - October 2002
Skills
Banking, Administration, Investments, Retirement Planning, Series 63, Investment Advisory, 401k, ERISA, Employee Benefits, Retirement Plan..., Relationship Management, Securities, Financial Services, Series 6, Leadership, Asset Managment, Mutual Funds, Management, Pensions, Customer Service, Training
Education
Ivy Tech Community College 2014 — 2014
Technical Certificate, Estimated Completion December 2014, Technical Certificate in Manufacturing, Production and Operations
Bowling Green State University 1991 — 1995
B.A, Political Science, Minor in History
Gaven Smith, MBA, CFP® Gaven Smith, MBA, CFP®'s Fidelity Investments Experience June 2008 - November 2009
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2009 - Present
Fidelity Investments June 2008 - November 2009
United States Marine Corps November 2001 - October 2009
Skills
Financial Analysis, Series 63, Investments, Wealth Management, Series 7, Strategic Financial..., Portfolio Management, Financial Modeling, Finance, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Retirement, Leadership, Uniform Combined State..., Investment Strategies, Asset Allocation, Financial Advisory, 401k, Fixed Annuities, Estate Planning, Investment Management, Asset Management, IRAs, Alternative Investments, FINRA, Series 24, Financial Services, Life Insurance, Bonds, Equities, Insurance, Series 6, Series 65, Loans, ETFs
Education
Xavier University - School of Business Administration 2009 — 2010
MBA, Finance, General
Bowling Green State University 2007 — 2008
Finance, Financial Planning
Owens Community College 2005 — 2007
Associates, Business
United States Marine Corps 2004 — 2004
NCO Leadership program
Milford High School 1998 — 2001
Diploma
Fifth Third Securities December 2009 - Present
Fidelity Investments June 2008 - November 2009
United States Marine Corps November 2001 - October 2009
Skills
Financial Analysis, Series 63, Investments, Wealth Management, Series 7, Strategic Financial..., Portfolio Management, Financial Modeling, Finance, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Retirement, Leadership, Uniform Combined State..., Investment Strategies, Asset Allocation, Financial Advisory, 401k, Fixed Annuities, Estate Planning, Investment Management, Asset Management, IRAs, Alternative Investments, FINRA, Series 24, Financial Services, Life Insurance, Bonds, Equities, Insurance, Series 6, Series 65, Loans, ETFs
Education
Xavier University - School of Business Administration 2009 — 2010
MBA, Finance, General
Bowling Green State University 2007 — 2008
Finance, Financial Planning
Owens Community College 2005 — 2007
Associates, Business
United States Marine Corps 2004 — 2004
NCO Leadership program
Milford High School 1998 — 2001
Diploma
Rebecca Smoody Rebecca Smoody's Fidelity Investments Experience September 2015 - Present
Job Customer Resolution Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2014 - Present
Outback Steakhouse May 2008 - May 2014
Skills
Communication, Management, Customer Service, Financial Reporting, Navi, Minitab, Microsoft Excel, Microsoft Word
Education
Bowling Green State University 2009 — 2014
Bachelor of Science, Business Administration; Finance
Fidelity Investments September 2015 - Present
Fidelity Investments June 2014 - Present
Outback Steakhouse May 2008 - May 2014
Skills
Communication, Management, Customer Service, Financial Reporting, Navi, Minitab, Microsoft Excel, Microsoft Word
Education
Bowling Green State University 2009 — 2014
Bachelor of Science, Business Administration; Finance
Jaime Lanham Jaime Lanham's Fidelity Investments Experience June 1999 - Present
Job Director, Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1999 - Present
Skills
Series 7, Series 63, General Securities..., Registered Investment..., Mutual Funds, Investments, Retirement Planning, Financial Services, Customer Service, Retirement, Relationship Management, Sales, Asset Allocation
Education
Bowling Green State University 1995 — 1999
Bachelor of Arts (B.A.), Interpersonal Communication
McNicholas High School 1991 — 1995
Fidelity Investments June 1999 - Present
Skills
Series 7, Series 63, General Securities..., Registered Investment..., Mutual Funds, Investments, Retirement Planning, Financial Services, Customer Service, Retirement, Relationship Management, Sales, Asset Allocation
Education
Bowling Green State University 1995 — 1999
Bachelor of Arts (B.A.), Interpersonal Communication
McNicholas High School 1991 — 1995
Robin Swayze Robin Swayze's Fidelity Investments Experience September 1981 - June 1984
Job Personal chef, prep cook, writer/blogger
Industry Restaurants
Experience
The Market Restaurant June 2012 - Present
52restaurants52weeks.com October 2009 - Present
Americas Test Kitchen March 2014 - June 2014
Ballymaloe Cookery School January 2014 - March 2014
Chez Panisse Cafe January 2013 - March 2013
Massachusetts Financial Services August 1983 - December 1988
Fidelity Investments September 1981 - June 1984
Skills
Cooking, writing and..., Event Management, Social Media, Public Speaking, Fundraising, Marketing, Social Media Marketing, Strategic Planning, Editing, Research, Cooking, Management, Facebook
Education
Cambridge School of Culinary Arts 2012 — 2013
Professional Chef Program, Professional Chef Program
Bowdoin College 1977 — 1981
Bachelor's degree, Economics
Serve Safe Certificate
BA
Kent Place School
High School
The Market Restaurant June 2012 - Present
52restaurants52weeks.com October 2009 - Present
Americas Test Kitchen March 2014 - June 2014
Ballymaloe Cookery School January 2014 - March 2014
Chez Panisse Cafe January 2013 - March 2013
Massachusetts Financial Services August 1983 - December 1988
Fidelity Investments September 1981 - June 1984
Skills
Cooking, writing and..., Event Management, Social Media, Public Speaking, Fundraising, Marketing, Social Media Marketing, Strategic Planning, Editing, Research, Cooking, Management, Facebook
Education
Cambridge School of Culinary Arts 2012 — 2013
Professional Chef Program, Professional Chef Program
Bowdoin College 1977 — 1981
Bachelor's degree, Economics
Serve Safe Certificate
BA
Kent Place School
High School
Richard Burrow Richard Burrow's Fidelity Investments Experience February 2004 - June 2007
Job Financial Services Compliance Executive
Industry Financial Services
Experience
E*TRADE Financial Corp. July 2007 - August 2010
Fidelity Investments February 2004 - June 2007
Charles Schwab & Co., Inc. April 1998 - 2004
Bank of America November 1996 - July 1998
Charles Schwab & Co., Inc. April 1988 - November 1996
Skills
Series 7, Series 63, Series 24, Series 53, Series 14, FINRA, Securities, Investments, SEC, Compliance, Mutual Funds, Broker-Dealer, Options, Trading, Risk Management, Financial Risk
Education
Michigan State University College of Law 2013 — 2015
Master of Laws (LLM) - MJ, Intellectual Property Law and International Law
Bowling Green State University 1979 — 1983
Bachelor of Science (B.Sc.), Market Research
Bowling Green State University Graduate School of Business 1985 — 1986
Post Graduate Study in Statistics and Management Theory
E*TRADE Financial Corp. July 2007 - August 2010
Fidelity Investments February 2004 - June 2007
Charles Schwab & Co., Inc. April 1998 - 2004
Bank of America November 1996 - July 1998
Charles Schwab & Co., Inc. April 1988 - November 1996
Skills
Series 7, Series 63, Series 24, Series 53, Series 14, FINRA, Securities, Investments, SEC, Compliance, Mutual Funds, Broker-Dealer, Options, Trading, Risk Management, Financial Risk
Education
Michigan State University College of Law 2013 — 2015
Master of Laws (LLM) - MJ, Intellectual Property Law and International Law
Bowling Green State University 1979 — 1983
Bachelor of Science (B.Sc.), Market Research
Bowling Green State University Graduate School of Business 1985 — 1986
Post Graduate Study in Statistics and Management Theory
Kenneth Chase's Fidelity Investments Experience 2000 - 2002
Job Attorney at Shook, Hardy & Bacon, LLP
Industry Law Practice
Experience
Shook, Hardy & Bacon March 2012 - Present
Lathrop & Gage LLP December 2008 - March 2012
Miami-Dade State Attorney's Office August 2005 - December 2008
Fidelity Investments 2000 - 2002
Skills
Litigation, Civil Litigation, Commercial Litigation, Bankruptcy, Trial Practice, Legal Research, Courts, Appeals, Trials, Business Litigation, Criminal Defense, Legal Writing, Westlaw, Product Liability, Criminal Law, Torts
Education
Boston University School of Law 2002 — 2005
J.D.
Tulane University 1996 — 2000
B.A., Economics
Sharon High School
Shook, Hardy & Bacon March 2012 - Present
Lathrop & Gage LLP December 2008 - March 2012
Miami-Dade State Attorney's Office August 2005 - December 2008
Fidelity Investments 2000 - 2002
Skills
Litigation, Civil Litigation, Commercial Litigation, Bankruptcy, Trial Practice, Legal Research, Courts, Appeals, Trials, Business Litigation, Criminal Defense, Legal Writing, Westlaw, Product Liability, Criminal Law, Torts
Education
Boston University School of Law 2002 — 2005
J.D.
Tulane University 1996 — 2000
B.A., Economics
Sharon High School
Luke McOmber's Fidelity Investments Experience May 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Education Management
Experience
Fidelity Investments May 2015 - Present
The Art Institutes November 2013 - May 2015
The Art Institutes November 2011 - November 2013
Waterfall Resort April 2009 - September 2011
Skills
Admissions, Higher Education, Student Affairs, Student Recruiting, Enrollment Management, Leadership, Customer Service, Student Financial Aid, Career Counseling, Sales, Training, Problem Solving, Public Speaking, Staff Development, Student Development, Team Leadership, Creative Problem Solving, Sales Presentations
Education
Bowling Green State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments May 2015 - Present
The Art Institutes November 2013 - May 2015
The Art Institutes November 2011 - November 2013
Waterfall Resort April 2009 - September 2011
Skills
Admissions, Higher Education, Student Affairs, Student Recruiting, Enrollment Management, Leadership, Customer Service, Student Financial Aid, Career Counseling, Sales, Training, Problem Solving, Public Speaking, Staff Development, Student Development, Team Leadership, Creative Problem Solving, Sales Presentations
Education
Bowling Green State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Branden Morin Branden Morin's Fidelity Investments Experience May 2015 - Present
Job Capital Markets Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Triumvirate Environmental May 2014 - May 2015
Jones Lang LaSalle June 2013 - May 2014
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Strategic Planning, Customer Service, Social Media, Teamwork, Team Building, Community Outreach, Sports, Critical Thinking, Leadership, Data Analysis
Education
Bowdoin College 2012 — 2016
Economics
Temple University 2015 — 2015
Liberal Arts and Sciences/Liberal Studies
Bridgewater Raynham Regional High School 2008 — 2012
High School
Fidelity Investments May 2015 - Present
Triumvirate Environmental May 2014 - May 2015
Jones Lang LaSalle June 2013 - May 2014
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Strategic Planning, Customer Service, Social Media, Teamwork, Team Building, Community Outreach, Sports, Critical Thinking, Leadership, Data Analysis
Education
Bowdoin College 2012 — 2016
Economics
Temple University 2015 — 2015
Liberal Arts and Sciences/Liberal Studies
Bridgewater Raynham Regional High School 2008 — 2012
High School
Beckie Schretter, HCS Beckie Schretter, HCS's Fidelity Investments Experience June 2000 - October 2002
Job Change Management Consultant; Building Successful Businesses
Industry Management Consulting
Experience
Change Guides, LLC December 2012 - Present
BSB Partners November 2010 - Present
Miami University August 2007 - January 2009
WellPoint, Inc. October 2003 - September 2007
Fidelity Investments June 2000 - October 2002
BASES Inc. August 1997 - June 2000
Skills
Organizational..., Coaching, Training & Development, Change Management, Succession Planning, Performance Management, Team Building, Management Consulting, Training Delivery, Online Training, Succession, Transition Management, Talent Development, Executive Coaching, Change Leadership, Employee Training, Strategy, Training, Leadership, Human Resources, Program Management, Personnel Management, Management Development, Management, Talent Management
Education
Bowling Green State University 1995 — 1997
Masters, Organization Development and Change Management
Miami University 1989 — 1993
Bachelor, secondary education, mathematics
Change Guides, LLC December 2012 - Present
BSB Partners November 2010 - Present
Miami University August 2007 - January 2009
WellPoint, Inc. October 2003 - September 2007
Fidelity Investments June 2000 - October 2002
BASES Inc. August 1997 - June 2000
Skills
Organizational..., Coaching, Training & Development, Change Management, Succession Planning, Performance Management, Team Building, Management Consulting, Training Delivery, Online Training, Succession, Transition Management, Talent Development, Executive Coaching, Change Leadership, Employee Training, Strategy, Training, Leadership, Human Resources, Program Management, Personnel Management, Management Development, Management, Talent Management
Education
Bowling Green State University 1995 — 1997
Masters, Organization Development and Change Management
Miami University 1989 — 1993
Bachelor, secondary education, mathematics
Margaret Park Bridges Margaret Park Bridges's Fidelity Investments Experience July 2000 - December 2002
Job Senior Content Project Manager at Cengage Learning
Industry Publishing
Experience
Cengage Learning June 2008 - Present
Houghton Mifflin January 2003 - June 2008
Fidelity Investments July 2000 - December 2002
Candlewick Press February 2000 - April 2001
Beacon Press October 1995 - January 2000
Parrish, Wickersham (later absorbed by Arnold Advertising) August 1993 - October 1995
Bronner Slosberg Humphrey (now Digitas) April 1991 - August 1993
G.K. Hall Publishers May 1986 - May 1989
Houghton Mifflin 1987 - 1989
St. Mark's School June 1986 - June 1988
Skills
Copy Editing, Publications, Textbooks, Editing, Publishing, Academic Publishing, Proofreading, Editorial, Books, Content Development, Online Publishing, Web Content, Ebooks, Copywriting, Text Editing, Advertising, Content Management, Content Strategy, Published Author, Literature, Blogging, Writing Skills, conversational French, Writing, Creative Writing, Freelance Writing, Production, Microsoft Office, Project Management, Vendor Relations, Vendor Management, Outsourcing, Offshore Management, SharePoint, Newsletters, Social Media, Marketing, Management, Adobe Acrobat
Education
Bowdoin College 1975 — 1979
B.A., English
Catlin Gabel 1971 — 1975
High School
Cengage Learning June 2008 - Present
Houghton Mifflin January 2003 - June 2008
Fidelity Investments July 2000 - December 2002
Candlewick Press February 2000 - April 2001
Beacon Press October 1995 - January 2000
Parrish, Wickersham (later absorbed by Arnold Advertising) August 1993 - October 1995
Bronner Slosberg Humphrey (now Digitas) April 1991 - August 1993
G.K. Hall Publishers May 1986 - May 1989
Houghton Mifflin 1987 - 1989
St. Mark's School June 1986 - June 1988
Skills
Copy Editing, Publications, Textbooks, Editing, Publishing, Academic Publishing, Proofreading, Editorial, Books, Content Development, Online Publishing, Web Content, Ebooks, Copywriting, Text Editing, Advertising, Content Management, Content Strategy, Published Author, Literature, Blogging, Writing Skills, conversational French, Writing, Creative Writing, Freelance Writing, Production, Microsoft Office, Project Management, Vendor Relations, Vendor Management, Outsourcing, Offshore Management, SharePoint, Newsletters, Social Media, Marketing, Management, Adobe Acrobat
Education
Bowdoin College 1975 — 1979
B.A., English
Catlin Gabel 1971 — 1975
High School
Kelly Hagg Kelly Hagg's Fidelity Investments Experience September 2000 - May 2003
Job Vice President, Head of Product Strategy and Thought Leadership
Industry Investment Management
Experience
Janus Capital Group 2011 - Present
Janus Capital May 2003 - August 2011
Fidelity Investments September 2000 - May 2003
John Hancock January 1999 - September 2000
Skills
Investments, Mutual Funds, Investment Management, Alternative Investments, Capital Markets, Asset Management, Investment Strategies, Hedge Funds, Structured Products, Equities, Securities, Portfolio Management, Strategy, Product Development, Fund Distribution, Corporate Development, Product Strategy, UCITs, liquid alternatives, Marketing and Branding, Product Marketing
Education
Boston University School of Law 2003 — 2003
Master of Law Candidate, Law
The Catholic University of America, Columbus School of Law 1996 — 1998
JD
Jagiellonian University 1997 — 1997
Krakow, Poland, International Law
The University of South Dakota 1990 — 1994
BA, Political Science
Janus Capital Group 2011 - Present
Janus Capital May 2003 - August 2011
Fidelity Investments September 2000 - May 2003
John Hancock January 1999 - September 2000
Skills
Investments, Mutual Funds, Investment Management, Alternative Investments, Capital Markets, Asset Management, Investment Strategies, Hedge Funds, Structured Products, Equities, Securities, Portfolio Management, Strategy, Product Development, Fund Distribution, Corporate Development, Product Strategy, UCITs, liquid alternatives, Marketing and Branding, Product Marketing
Education
Boston University School of Law 2003 — 2003
Master of Law Candidate, Law
The Catholic University of America, Columbus School of Law 1996 — 1998
JD
Jagiellonian University 1997 — 1997
Krakow, Poland, International Law
The University of South Dakota 1990 — 1994
BA, Political Science
Mike Nicol Mike Nicol's Fidelity Investments Experience June 2014 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2014 - Present
NetCracker September 2012 - May 2014
NetCracker August 2002 - August 2012
Convergys August 1999 - July 2002
Convergys May 1989 - July 1999
CSC May 1988 - April 1989
Skills
Program Management, Management, Service Delivery, Project Management, Leadership, Telecommunications, Resource Management, IT Management, Contract Management, Business Analysis, MS Project, IT Financial Management, ITIL, Business Management
Education
Bowling Green State University 1984 — 1988
Bachelor of Science, Computer Science
Fidelity Investments June 2014 - Present
NetCracker September 2012 - May 2014
NetCracker August 2002 - August 2012
Convergys August 1999 - July 2002
Convergys May 1989 - July 1999
CSC May 1988 - April 1989
Skills
Program Management, Management, Service Delivery, Project Management, Leadership, Telecommunications, Resource Management, IT Management, Contract Management, Business Analysis, MS Project, IT Financial Management, ITIL, Business Management
Education
Bowling Green State University 1984 — 1988
Bachelor of Science, Computer Science
Susan Theder Susan Theder's Fidelity Investments Experience 1992 - 2005
Job Chief Marketing Officer at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group July 2010 - Present
Pershing LLC September 2005 - July 2010
Pershing LLC, Bank of New York Mellon March 2006 - March 2007
Pershing/Bank of New York September 2005 - March 2006
Fidelity Registered Investment Advisor Group (FRIAG) 2001 - 2005
Fidelity Investments 1992 - 2005
SupplierMarket 1999 - 2000
SupplierMarket.com/Ariba 1999 - 2000
Education
Bowdoin College 1985 — 1989
Cetera Financial Group July 2010 - Present
Pershing LLC September 2005 - July 2010
Pershing LLC, Bank of New York Mellon March 2006 - March 2007
Pershing/Bank of New York September 2005 - March 2006
Fidelity Registered Investment Advisor Group (FRIAG) 2001 - 2005
Fidelity Investments 1992 - 2005
SupplierMarket 1999 - 2000
SupplierMarket.com/Ariba 1999 - 2000
Education
Bowdoin College 1985 — 1989
Andrew Fay Andrew Fay's Fidelity Investments Experience 2003 - Present
Job SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2003 - Present
Fidelity Investment - Capital Markets 2000 - 2003
FleetBoston 1997 - 2000
Bank of Boston 1991 - 1997
Education
Bowdoin College 1983 — 1987
Bachelor of Arts, Political Science and French
University School 1979 — 1983
Fidelity Investments 2003 - Present
Fidelity Investment - Capital Markets 2000 - 2003
FleetBoston 1997 - 2000
Bank of Boston 1991 - 1997
Education
Bowdoin College 1983 — 1987
Bachelor of Arts, Political Science and French
University School 1979 — 1983
Matthew J. Rogers Matthew J. Rogers's Fidelity Investments Experience 1991 - 1992
Job Managing Director, Senior V.P., Investments at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
UBS Financial Services, Inc. 1996 - 2014
Prudential Financial 1992 - 1996
Fidelity Investments 1991 - 1992
Skills
Wealth Management, Finance, Portfolio Management, Equities, Asset Management, Fixed Income, Leadership, Mutual Funds, Hedge Funds, Investments, My team does succession...
Education
Bowdoin College 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Economics & Government
Cheverus High School 1983 — 1987
Raymond James Financial Inc. May 2014 - Present
UBS Financial Services, Inc. 1996 - 2014
Prudential Financial 1992 - 1996
Fidelity Investments 1991 - 1992
Skills
Wealth Management, Finance, Portfolio Management, Equities, Asset Management, Fixed Income, Leadership, Mutual Funds, Hedge Funds, Investments, My team does succession...
Education
Bowdoin College 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Economics & Government
Cheverus High School 1983 — 1987
Ted Higgins Ted Higgins's Fidelity Investments Experience June 2012 - Present
Job Vice President, Talent Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments June 2010 - June 2012
Fidelity Investments June 2006 - June 2010
Fidelity Investments June 2003 - July 2006
The Forum Corporation April 1999 - May 2003
The Forum Corporation March 1996 - March 1999
The Forum Corporation February 1992 - February 1996
The Forum Corporation October 1984 - January 1992
Ford Motor Company October 1981 - September 1984
Skills
Financial Services, Leadership Development, Relationship Management, Executive Coaching, Organizational..., Talent Management, Business Development, Change Management, Strategic Planning, Management Consulting, Organizational..., Executive Management, Strategy
Education
Northeastern University 1980 — 1981
MBA, Marketing, Finance
Bowdoin College 1975 — 1979
Bachelor of Arts, Psychology, Mathematics
Fidelity Investments June 2012 - Present
Fidelity Investments June 2010 - June 2012
Fidelity Investments June 2006 - June 2010
Fidelity Investments June 2003 - July 2006
The Forum Corporation April 1999 - May 2003
The Forum Corporation March 1996 - March 1999
The Forum Corporation February 1992 - February 1996
The Forum Corporation October 1984 - January 1992
Ford Motor Company October 1981 - September 1984
Skills
Financial Services, Leadership Development, Relationship Management, Executive Coaching, Organizational..., Talent Management, Business Development, Change Management, Strategic Planning, Management Consulting, Organizational..., Executive Management, Strategy
Education
Northeastern University 1980 — 1981
MBA, Marketing, Finance
Bowdoin College 1975 — 1979
Bachelor of Arts, Psychology, Mathematics
Katie Bergeron Katie Bergeron's Fidelity Investments Experience December 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Leeds Metropolitan University August 2012 - September 2014
Leeds Metropolitan University May 2014 - August 2014
Leeds Carnegie September 2012 - May 2014
Boston University December 2011 - August 2012
Emmanuel College October 2011 - April 2012
Career Collaborative June 2011 - December 2011
bowdoin college 2007 - 2011
Bowdoin College 2007 - 2011
Frannie Peabody Center June 2010 - August 2010
Skills
Nonprofits, Fundraising, Resume Writing, Event Planning, Microsoft Office, Community Outreach, Volunteer Management, Social Media, SPSS, Interviews, Non-profits, Higher Education, PowerPoint, Grant Writing, Student Affairs, Career Counseling, Series 7
Education
Leeds Metropolitan University 2013 — 2014
MA Sport Law and Society
Leeds Metropolitan University 2012 — 2013
Master's degree, Sport Business
Bowdoin College 2007 — 2011
BA, Government & Legal Studies, Sociology
The Taft School 2006 — 2007
Post Graduate
Old Town High School 2002 — 2006
High School Diploma
Fidelity Investments December 2014 - Present
Leeds Metropolitan University August 2012 - September 2014
Leeds Metropolitan University May 2014 - August 2014
Leeds Carnegie September 2012 - May 2014
Boston University December 2011 - August 2012
Emmanuel College October 2011 - April 2012
Career Collaborative June 2011 - December 2011
bowdoin college 2007 - 2011
Bowdoin College 2007 - 2011
Frannie Peabody Center June 2010 - August 2010
Skills
Nonprofits, Fundraising, Resume Writing, Event Planning, Microsoft Office, Community Outreach, Volunteer Management, Social Media, SPSS, Interviews, Non-profits, Higher Education, PowerPoint, Grant Writing, Student Affairs, Career Counseling, Series 7
Education
Leeds Metropolitan University 2013 — 2014
MA Sport Law and Society
Leeds Metropolitan University 2012 — 2013
Master's degree, Sport Business
Bowdoin College 2007 — 2011
BA, Government & Legal Studies, Sociology
The Taft School 2006 — 2007
Post Graduate
Old Town High School 2002 — 2006
High School Diploma
Chet Ortman, CFP® Chet Ortman, CFP®'s Fidelity Investments Experience December 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
TIME Financial July 2012 - December 2014
Raymond James Financial Inc. November 2008 - July 2012
A. G. Edwards / Wachovia Securities January 2002 - November 2008
Skills
Retirement Planning, Estate Planning, Risk Management, Financial Advisory, Asset Management, Insurance, Business Planning, Financial Services, Finance, CRM, High Net Worth..., Series 7, Wealth Management, Strategic Financial..., Investments, Series 63, Fixed Annuities, Small Business, Life Insurance, Marketing
Education
Bowling Green State University 2000 — 2001
Bachelor of Science (B.S.), Business Administration; Finance
Ferris State University 1998 — 1999
Business Administration
Fidelity Investments December 2014 - Present
TIME Financial July 2012 - December 2014
Raymond James Financial Inc. November 2008 - July 2012
A. G. Edwards / Wachovia Securities January 2002 - November 2008
Skills
Retirement Planning, Estate Planning, Risk Management, Financial Advisory, Asset Management, Insurance, Business Planning, Financial Services, Finance, CRM, High Net Worth..., Series 7, Wealth Management, Strategic Financial..., Investments, Series 63, Fixed Annuities, Small Business, Life Insurance, Marketing
Education
Bowling Green State University 2000 — 2001
Bachelor of Science (B.S.), Business Administration; Finance
Ferris State University 1998 — 1999
Business Administration
Brenda Nienaber Brenda Nienaber's Fidelity Investments Experience May 1993 - January 2004
Job Virtual Administrative Assistant Specializing in Direct Sales
Industry Consumer Goods
Experience
Self Employed February 2013 - Present
Self-employed July 2011 - Present
Fidelity Investments May 1993 - January 2004
Skills
Government Advocacy, Grassroots Lobbying, Virtual Administrative..., Online Research, Grassroots Fundraising, Virtual Assistance, Administrative..., Office Management, Calendars
Education
Bowling Green State University 1987 — 2001
Bachelor's degree, Marketing
Self Employed February 2013 - Present
Self-employed July 2011 - Present
Fidelity Investments May 1993 - January 2004
Skills
Government Advocacy, Grassroots Lobbying, Virtual Administrative..., Online Research, Grassroots Fundraising, Virtual Assistance, Administrative..., Office Management, Calendars
Education
Bowling Green State University 1987 — 2001
Bachelor's degree, Marketing
Liliane Nguyen's Fidelity Investments Experience June 2014 - August 2014
Job Student Attorney at Boston University Enterpreneurship & Intellectual Property Clinic
Industry Law Practice
Experience
Boston University Enterpreneurship & Intellectual Property Clinic September 2015 - Present
Legal Assistance Foundation of Chicago April 2015 - April 2015
Fidelity Investments June 2014 - August 2014
Cubic Corporation October 2010 - July 2013
Target Corporation June 2009 - August 2009
House of Commons September 2008 - December 2008
Siam City Cement June 2008 - August 2008
Skills
Strategic Planning, Financial Analysis, Analysis, Microsoft Excel, Change Management, Budgets, Retail, Research, Business Strategy, Financial Modeling, Forecasting, Mergers & Acquisitions, Finance, Leadership, Process Improvement, Data Analysis, Strategy, Due Diligence, Corporate Finance
Education
Boston University School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Notre Dame 2006 — 2010
BBA, Finance
Notre Dame London
Notre Dame Paris
Boston University Enterpreneurship & Intellectual Property Clinic September 2015 - Present
Legal Assistance Foundation of Chicago April 2015 - April 2015
Fidelity Investments June 2014 - August 2014
Cubic Corporation October 2010 - July 2013
Target Corporation June 2009 - August 2009
House of Commons September 2008 - December 2008
Siam City Cement June 2008 - August 2008
Skills
Strategic Planning, Financial Analysis, Analysis, Microsoft Excel, Change Management, Budgets, Retail, Research, Business Strategy, Financial Modeling, Forecasting, Mergers & Acquisitions, Finance, Leadership, Process Improvement, Data Analysis, Strategy, Due Diligence, Corporate Finance
Education
Boston University School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Notre Dame 2006 — 2010
BBA, Finance
Notre Dame London
Notre Dame Paris
Chris Muns Chris Muns's Fidelity Investments Experience 1999 - 2004
Job Chief Executive Officer at One Sky Community Services
Industry Human Resources
Experience
HR Services Design and Delivery January 2012 - April 2015
Winnacunnet High School March 2012 - March 2015
NH House of Representatives December 2012 - December 2014
New Hampshire State Senate June 2014 - November 2014
Comverse 2011 - 2012
Comverse 2007 - 2011
Comverse 2005 - 2007
SHRN 2004 - 2005
Fidelity Investments 1999 - 2004
Fisher Scientific International Inc. 1996 - 1999
Skills
Performance Management, Deferred Compensation, Staff Development, Management, Human Resources, Relationship Management, Employee Benefits, Compensation & Benefits..., Benefits Administration, Defined Benefit, Defined Contribution, HRIS, Oracle HR, Strategic HR, Talent Acquisition, Employee Stock Options, Operating Budgets, Local Government, Capital Budgeting
Education
Amos Tuck School of Business Administration-Dartmouth College 1980 — 1982
MBA, Finance/Accounting
Bowdoin College 1973 — 1977
BA (cum laude), Economics
American School in London 1970 — 1973
High School, College Preparatory
HR Services Design and Delivery January 2012 - April 2015
Winnacunnet High School March 2012 - March 2015
NH House of Representatives December 2012 - December 2014
New Hampshire State Senate June 2014 - November 2014
Comverse 2011 - 2012
Comverse 2007 - 2011
Comverse 2005 - 2007
SHRN 2004 - 2005
Fidelity Investments 1999 - 2004
Fisher Scientific International Inc. 1996 - 1999
Skills
Performance Management, Deferred Compensation, Staff Development, Management, Human Resources, Relationship Management, Employee Benefits, Compensation & Benefits..., Benefits Administration, Defined Benefit, Defined Contribution, HRIS, Oracle HR, Strategic HR, Talent Acquisition, Employee Stock Options, Operating Budgets, Local Government, Capital Budgeting
Education
Amos Tuck School of Business Administration-Dartmouth College 1980 — 1982
MBA, Finance/Accounting
Bowdoin College 1973 — 1977
BA (cum laude), Economics
American School in London 1970 — 1973
High School, College Preparatory
Katherine Sikora Nelson Katherine Sikora Nelson's Fidelity Investments Experience 1995 - 2005
Job U.S. Head of Sanctions (OFAC) at HSBC
Industry Financial Services
Experience
HSBC February 2015 - August 2015
The Bank of New York Mellon 2007 - 2015
Citigroup 2006 - 2007
KPMG 2005 - 2006
Fidelity Investments 1995 - 2005
Bank of America 1994 - 1995
Office of the Prime Minister- Committee for the European Integration 1992 - 1992
EastWest Institute 1990 - 1990
Warsaw University and Hebrew University 1989 - 1990
EastWest Institute 1988 - 1988
Skills
Securities, Corporate Governance, Compliance, Due Diligence, AML, Banking, Hedge Funds, Investigations, Capital Markets, OFAC, KYC, FCPA, Investment Advisory, Mutual Funds, Derivatives, Risk Management
Education
Boston University School of Law 2002 — 2005
L.L.M
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1993
MALD
University of Notre Dame 1990 — 1991
Master of Arts
Jagiellonian University 1983 — 1990
Master of Laws
HSBC February 2015 - August 2015
The Bank of New York Mellon 2007 - 2015
Citigroup 2006 - 2007
KPMG 2005 - 2006
Fidelity Investments 1995 - 2005
Bank of America 1994 - 1995
Office of the Prime Minister- Committee for the European Integration 1992 - 1992
EastWest Institute 1990 - 1990
Warsaw University and Hebrew University 1989 - 1990
EastWest Institute 1988 - 1988
Skills
Securities, Corporate Governance, Compliance, Due Diligence, AML, Banking, Hedge Funds, Investigations, Capital Markets, OFAC, KYC, FCPA, Investment Advisory, Mutual Funds, Derivatives, Risk Management
Education
Boston University School of Law 2002 — 2005
L.L.M
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1993
MALD
University of Notre Dame 1990 — 1991
Master of Arts
Jagiellonian University 1983 — 1990
Master of Laws
Jarrett Mehalik Jarrett Mehalik's Fidelity Investments Experience January 2002 - June 2010
Job Business Development Consultant
Industry Management Consulting
Experience
Orthopedic Center of Florida March 2012 - Present
JPM Capital Management June 2010 - Present
Fidelity Investments January 2002 - June 2010
Fidelity Investments March 2000 - January 2002
Skills
Series 7, Investments, Retirement, Medical Practice..., Retirement Planning, 401k, Mutual Funds, FINRA, Strategic Financial..., Securities, Employee Benefits, Insurance, Wealth Management, Relationship Management, Series 63, Long-term Care, Pensions, Investment Advisory, Series 6, IRAs, Asset Management
Education
Bowling Green State University 1995 — 1998
BA, Communications and Management
Orthopedic Center of Florida March 2012 - Present
JPM Capital Management June 2010 - Present
Fidelity Investments January 2002 - June 2010
Fidelity Investments March 2000 - January 2002
Skills
Series 7, Investments, Retirement, Medical Practice..., Retirement Planning, 401k, Mutual Funds, FINRA, Strategic Financial..., Securities, Employee Benefits, Insurance, Wealth Management, Relationship Management, Series 63, Long-term Care, Pensions, Investment Advisory, Series 6, IRAs, Asset Management
Education
Bowling Green State University 1995 — 1998
BA, Communications and Management
Jim Ecker Jim Ecker's Fidelity Investments Experience 2006 - 2009
Job Consultant at Pinnacle Solutions Group
Industry Information Technology and Services
Experience
Pinnacle Solutions Group May 2011 - Present
Epsilon 2009 - May 2011
Fidelity Investments 2006 - 2009
Cardinal Solutions 1999 - 2006
Convergys 1989 - 1999
Skills
SQL, Agile Methodologies, C#, Microsoft SQL Server, Unix, LINQ, Web Services, ASP.NET, Software Development, C++, SDLC
Education
Bowling Green State University 1987 — 1989
Masters, Computer Science
Bowling Green State University 1982 — 1986
B.S., Computer Science
Pinnacle Solutions Group May 2011 - Present
Epsilon 2009 - May 2011
Fidelity Investments 2006 - 2009
Cardinal Solutions 1999 - 2006
Convergys 1989 - 1999
Skills
SQL, Agile Methodologies, C#, Microsoft SQL Server, Unix, LINQ, Web Services, ASP.NET, Software Development, C++, SDLC
Education
Bowling Green State University 1987 — 1989
Masters, Computer Science
Bowling Green State University 1982 — 1986
B.S., Computer Science
Michael Anslinger Michael Anslinger's Fidelity Investments Experience June 2014 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments June 2014 - Present
AXA September 2013 - May 2014
SignARama Colorado January 2012 - February 2013
Servpro of Arvada August 2009 - December 2011
Speedpro Imaging March 2008 - July 2009
BidClerk March 2006 - October 2007
Anslinger Remodeling June 2002 - January 2007
Bowling Green State University January 2004 - December 2005
Boy Scouts of America July 2002 - August 2003
Education
Bowling Green State University 2002 — 2005
Bachelor of Arts (B.A.), Communication, Focus in Visual Arts
Fidelity Investments June 2014 - Present
AXA September 2013 - May 2014
SignARama Colorado January 2012 - February 2013
Servpro of Arvada August 2009 - December 2011
Speedpro Imaging March 2008 - July 2009
BidClerk March 2006 - October 2007
Anslinger Remodeling June 2002 - January 2007
Bowling Green State University January 2004 - December 2005
Boy Scouts of America July 2002 - August 2003
Education
Bowling Green State University 2002 — 2005
Bachelor of Arts (B.A.), Communication, Focus in Visual Arts
Kyanna Sutton Kyanna Sutton's Fidelity Investments Experience November 2011 - March 2012
Job Senior Web Producer at MIT Technology Review
Industry Online Media
Experience
MIT Technology Review March 2012 - Present
Fidelity Investments November 2011 - March 2012
WGBH August 2000 - November 2011
Hit and Run History Thunderball Entertainment May 2011 - May 2011
Family Education Network August 1997 - August 2000
Self-employed September 1992 - August 1997
The Economics Resource Group 1994 - 1997
Skills
Final Cut Pro, Photography, Videography, Video Editing, Audio Editing, Digital Media, Digital Audio, Audio Post Production, Writing, Online News, Content Strategy, Content Writing, Web Content, Web Content Creation, Web Content Optimization, Producing, Producing Web Content, Editing, Editorial, Blogging, Video, Video Production, Broadcast, Social Media, Facebook, Copy Editing, New Media, CMS, Television, Proofreading, User Experience, Magazines, Documentaries, Content Development, Radio, Content Management, Web Design, Storytelling, Web Video, Journalism, News Writing, Online Journalism, Copywriting, Online Publishing, Media Production, Feature Articles, Podcasting, Web Content Management, Publishing
Education
Wellesley College 1992 — 1994
BA, English and Africana Studies
Bowdoin College 1990 — 1992
Philosophy
MIT Technology Review March 2012 - Present
Fidelity Investments November 2011 - March 2012
WGBH August 2000 - November 2011
Hit and Run History Thunderball Entertainment May 2011 - May 2011
Family Education Network August 1997 - August 2000
Self-employed September 1992 - August 1997
The Economics Resource Group 1994 - 1997
Skills
Final Cut Pro, Photography, Videography, Video Editing, Audio Editing, Digital Media, Digital Audio, Audio Post Production, Writing, Online News, Content Strategy, Content Writing, Web Content, Web Content Creation, Web Content Optimization, Producing, Producing Web Content, Editing, Editorial, Blogging, Video, Video Production, Broadcast, Social Media, Facebook, Copy Editing, New Media, CMS, Television, Proofreading, User Experience, Magazines, Documentaries, Content Development, Radio, Content Management, Web Design, Storytelling, Web Video, Journalism, News Writing, Online Journalism, Copywriting, Online Publishing, Media Production, Feature Articles, Podcasting, Web Content Management, Publishing
Education
Wellesley College 1992 — 1994
BA, English and Africana Studies
Bowdoin College 1990 — 1992
Philosophy
Mitch Glazier, CFP® Mitch Glazier, CFP®'s Fidelity Investments Experience October 2009 - June 2010
Job Founder, Glazier Financial Advisors, LLC
Industry Investment Management
Experience
Glazier Financial Advisors, LLC January 2015 - Present
Nationwide Insurance February 2012 - July 2014
Glazier & Associates June 2010 - January 2012
Fidelity Investments October 2009 - June 2010
The Kessler Group 1997 - 2008
Fidelity Investments 1986 - 1988
GlaxoSmithKline 1983 - 1986
Skills
Personal Financial..., Investment Advisory, Strategic Marketing..., Integrated Marketing, Analytics, Loyalty Marketing, Direct Marketing, Strategy, Business Development, Strategic Planning, Marketing Communications, Segmentation, Business Relationship..., Marketing, Mergers, Marketing Strategy, CRM, Strategic Partnerships, New Business Development, Strategic Alliances, Financial Planning, Investment Management, Financial Services, Mergers & Acquisitions, Team Building, Investments, Credit Cards, Management, Leadership, Customer Acquisition, Strategic Financial..., B2B, Customer Retention, Direct Mail, Product Development
Education
Columbia University - Columbia Business School
MBA, Marketing and Finance
Bowdoin College
BA, History and Economics
Worcester Academy
High School Degree
Glazier Financial Advisors, LLC January 2015 - Present
Nationwide Insurance February 2012 - July 2014
Glazier & Associates June 2010 - January 2012
Fidelity Investments October 2009 - June 2010
The Kessler Group 1997 - 2008
Fidelity Investments 1986 - 1988
GlaxoSmithKline 1983 - 1986
Skills
Personal Financial..., Investment Advisory, Strategic Marketing..., Integrated Marketing, Analytics, Loyalty Marketing, Direct Marketing, Strategy, Business Development, Strategic Planning, Marketing Communications, Segmentation, Business Relationship..., Marketing, Mergers, Marketing Strategy, CRM, Strategic Partnerships, New Business Development, Strategic Alliances, Financial Planning, Investment Management, Financial Services, Mergers & Acquisitions, Team Building, Investments, Credit Cards, Management, Leadership, Customer Acquisition, Strategic Financial..., B2B, Customer Retention, Direct Mail, Product Development
Education
Columbia University - Columbia Business School
MBA, Marketing and Finance
Bowdoin College
BA, History and Economics
Worcester Academy
High School Degree
Gary C. Stout II, CFP®'s Fidelity Investments Experience July 2001 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2001 - Present
Skills
Series 7, Public Speaking, Financial Planning, Certified Financial..., Strategic Financial..., Asset Allocation, Retirement, Retirement Planning, Team Leadership
Education
Ohio University 2010 — 2011
MBA
Bowling Green State University 1994 — 1998
BA, Psychology
Fidelity Investments July 2001 - Present
Skills
Series 7, Public Speaking, Financial Planning, Certified Financial..., Strategic Financial..., Asset Allocation, Retirement, Retirement Planning, Team Leadership
Education
Ohio University 2010 — 2011
MBA
Bowling Green State University 1994 — 1998
BA, Psychology
Daniel D'Angelo Daniel D'Angelo's Fidelity Investments Experience 2010 - 2012
Job Sr. Corporate & Litigation Counsel at Computershare
Industry Financial Services
Experience
Computershare 2012 - Present
Fidelity Investments 2010 - 2012
Computershare 2009 - 2010
Gilman and Pastor, LLP 1996 - 2008
Skills
Litigation Management, Corporate Law, Business Litigation, Contract Negotiation, Legal Compliance, Privacy Law, Mediation, Securities Regulation, Commercial Litigation, Policy, Legal Writing, Litigation, Due diligence, Securities, Corporate Governance, Risk Management
Education
Boston University School of Law 2008 — 2009
Master of Law (LL.M.), Banking and Financial Law; Compliance Management
New England School of Law 1992 — 1995
Doctor of Law (J.D.), Law
Bucknell University 1988 — 1992
Bachelor of Arts (B.A.), Economics and History
Macquarie University 1991 — 1991
(Sydney, Australia), Economics
The Peddie School 1984 — 1988
Computershare 2012 - Present
Fidelity Investments 2010 - 2012
Computershare 2009 - 2010
Gilman and Pastor, LLP 1996 - 2008
Skills
Litigation Management, Corporate Law, Business Litigation, Contract Negotiation, Legal Compliance, Privacy Law, Mediation, Securities Regulation, Commercial Litigation, Policy, Legal Writing, Litigation, Due diligence, Securities, Corporate Governance, Risk Management
Education
Boston University School of Law 2008 — 2009
Master of Law (LL.M.), Banking and Financial Law; Compliance Management
New England School of Law 1992 — 1995
Doctor of Law (J.D.), Law
Bucknell University 1988 — 1992
Bachelor of Arts (B.A.), Economics and History
Macquarie University 1991 — 1991
(Sydney, Australia), Economics
The Peddie School 1984 — 1988
Deborah Kemp's Fidelity Investments Experience February 2006 - March 2008
Job Leader, Retirement and Guidance Tools
Industry Financial Services
Experience
Lincon Financial Group January 2012 - Present
Lincoln Financial Group May 2010 - January 2012
LifeYield, LLC July 2008 - August 2009
Fidelity Investments February 2006 - March 2008
Fidelity Investments January 2004 - January 2006
Greg Jackson Ltd. County Mayo, Ireland October 2002 - October 2003
Fidelity Investments June 2000 - September 2002
Fidelity Investments December 1997 - May 2000
Fidelity Investments February 1996 - November 1997
Fidelity Investments September 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Services, Relationship Management, Strategy, Fixed Income, Financial Advisory, Cross-functional Team..., Product Management, Program Management, Leadership
Education
Bowdoin College
AB, psychology
Brown University
MAT, Education
CSW
Lincon Financial Group January 2012 - Present
Lincoln Financial Group May 2010 - January 2012
LifeYield, LLC July 2008 - August 2009
Fidelity Investments February 2006 - March 2008
Fidelity Investments January 2004 - January 2006
Greg Jackson Ltd. County Mayo, Ireland October 2002 - October 2003
Fidelity Investments June 2000 - September 2002
Fidelity Investments December 1997 - May 2000
Fidelity Investments February 1996 - November 1997
Fidelity Investments September 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Services, Relationship Management, Strategy, Fixed Income, Financial Advisory, Cross-functional Team..., Product Management, Program Management, Leadership
Education
Bowdoin College
AB, psychology
Brown University
MAT, Education
CSW
Allison Basile Allison Basile's Fidelity Investments Experience February 2015 - Present
Job Workplace Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments February 2014 - January 2015
Hickory Farms, Inc. September 2013 - December 2013
RuffaloCODY May 2011 - May 2013
The BG News August 2012 - December 2012
Platinum PR January 2012 - May 2012
Downtown Bowling Green August 2011 - December 2011
WGTE August 2011 - December 2011
Bowling Green State University September 2009 - May 2011
Skills
Social Media, Journalism, Web Content, Alumni Relations, Annual Giving, Fundraising, Foursquare, Ap Style, Marketing Strategy, Focus Groups, Surveying, Time Management, AP Style
Education
Bowling Green State University 2008 — 2012
Bachelor of Science, Journalism; Public Relations and Marketing
Big Walnut High School 2004 — 2008
Fidelity Investments February 2015 - Present
Fidelity Investments February 2014 - January 2015
Hickory Farms, Inc. September 2013 - December 2013
RuffaloCODY May 2011 - May 2013
The BG News August 2012 - December 2012
Platinum PR January 2012 - May 2012
Downtown Bowling Green August 2011 - December 2011
WGTE August 2011 - December 2011
Bowling Green State University September 2009 - May 2011
Skills
Social Media, Journalism, Web Content, Alumni Relations, Annual Giving, Fundraising, Foursquare, Ap Style, Marketing Strategy, Focus Groups, Surveying, Time Management, AP Style
Education
Bowling Green State University 2008 — 2012
Bachelor of Science, Journalism; Public Relations and Marketing
Big Walnut High School 2004 — 2008
Chris Flickinger Chris Flickinger's Fidelity Investments Experience January 1994 - December 1998
Job Frozen Department Leadership Manager at Nestle USA
Industry Food Production
Experience
Nestle May 2014 - Present
Nestle USA December 1998 - Present
Fidelity Investments January 1994 - December 1998
Fidelity Investments March 1995 - November 1998
Skills
Shopper Marketing, Customer Insight, Grocery, Trade Marketing, AC Nielsen, Nielsen, IRI, Consumer Products, FMCG, Key Account Development, Categorization, Spectra, Leadership, Food, Forecasting, Competitive Analysis, Marketing Research, Cross-functional Team..., Retail Category..., Merchandising, Customer Marketing
Education
Bowling Green State University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Nestle May 2014 - Present
Nestle USA December 1998 - Present
Fidelity Investments January 1994 - December 1998
Fidelity Investments March 1995 - November 1998
Skills
Shopper Marketing, Customer Insight, Grocery, Trade Marketing, AC Nielsen, Nielsen, IRI, Consumer Products, FMCG, Key Account Development, Categorization, Spectra, Leadership, Food, Forecasting, Competitive Analysis, Marketing Research, Cross-functional Team..., Retail Category..., Merchandising, Customer Marketing
Education
Bowling Green State University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Jay Leatherman Jay Leatherman's Fidelity Investments Experience 1995 - 1997
Job Analytic Solutions Architect at SAS | Liaison between Business and IT
Industry Information Technology and Services
Experience
SAS January 2014 - Present
SAS April 2013 - January 2014
SAS March 2011 - April 2013
Modern Analytics October 2010 - March 2011
Liberty Mutual March 2005 - September 2010
Harte-Hanks, Inc. 2002 - 2005
Staples 2000 - 2002
NEBS 1999 - 2000
Epsilon 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
Predictive Modeling, SAS, Predictive Analytics, Analytics, Data Mining, Business Intelligence, Data Warehousing, Solution Implementation
Education
Bowling Green State University 1989 — 1990
MA, Applied Sociology
Bowling Green State University 1984 — 1988
BS, Secondary Education / Social Studies
SAS January 2014 - Present
SAS April 2013 - January 2014
SAS March 2011 - April 2013
Modern Analytics October 2010 - March 2011
Liberty Mutual March 2005 - September 2010
Harte-Hanks, Inc. 2002 - 2005
Staples 2000 - 2002
NEBS 1999 - 2000
Epsilon 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
Predictive Modeling, SAS, Predictive Analytics, Analytics, Data Mining, Business Intelligence, Data Warehousing, Solution Implementation
Education
Bowling Green State University 1989 — 1990
MA, Applied Sociology
Bowling Green State University 1984 — 1988
BS, Secondary Education / Social Studies
Katherine Riley's Fidelity Investments Experience July 2014 - Present
Job Associate at Fidelity Capital Markets
Industry Higher Education
Experience
Fidelity Investments July 2014 - Present
Bowdoin College August 2010 - May 2014
Fidelity Investments June 2013 - August 2013
Northwestern Mutual January 2012 - May 2012
Education
Bowdoin College 2010 — 2014
Political Science and Government
Phillips Academy, Andover 2008 — 2010
Fidelity Investments July 2014 - Present
Bowdoin College August 2010 - May 2014
Fidelity Investments June 2013 - August 2013
Northwestern Mutual January 2012 - May 2012
Education
Bowdoin College 2010 — 2014
Political Science and Government
Phillips Academy, Andover 2008 — 2010
Scott Robillard Scott Robillard's Fidelity Investments Experience March 2008 - September 2012
Job Compliance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Capital Markets March 2013 - Present
Fidelity Institutional September 2012 - March 2013
Fidelity Investments March 2008 - September 2012
Fidelity Brokerage Company August 2001 - January 2007
FleetBoston Financial February 1999 - August 2001
Law Office of William Brisk 1998 - 1999
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Process Improvement, Securities Regulation, Series 7, Securities, Mutual Funds, FINRA
Education
Boston University School of Law 2001 — 2004
LLM, Law
Suffolk University Law School 1995 — 1998
Doctor of Law (J.D.), Law
Fidelity Capital Markets March 2013 - Present
Fidelity Institutional September 2012 - March 2013
Fidelity Investments March 2008 - September 2012
Fidelity Brokerage Company August 2001 - January 2007
FleetBoston Financial February 1999 - August 2001
Law Office of William Brisk 1998 - 1999
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Process Improvement, Securities Regulation, Series 7, Securities, Mutual Funds, FINRA
Education
Boston University School of Law 2001 — 2004
LLM, Law
Suffolk University Law School 1995 — 1998
Doctor of Law (J.D.), Law
Steven Hruby Steven Hruby's Fidelity Investments Experience January 2015 - Present
Job Workplace Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments May 2013 - January 2014
Greater Cincinnati Energy Alliance August 2012 - January 2013
New York State Restaurant Association August 2010 - April 2012
Borough of Milltown Environmental Commission/Green Team August 2010 - February 2011
Americorps September 2009 - July 2010
Dewey's Pizza February 2008 - July 2009
Ohio Citizen Action August 2007 - February 2008
Skills
Environmental Policy, Environmental Education, Adult Education, Informal Education, Watershed Management, Service Learning, Volunteer Training, Volunteer Recruiting, Community Partnerships, Educational Programming, Technical Presentations, Public Speaking, Water Conservation, Report Writing, Sustainability, Community Outreach, Volunteer Management, Fundraising, Environmental Science, Environmental Impact..., Environmental Issues
Education
Bowling Green State University 2003 — 2007
BA, Environmental Policy and Analysis
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments May 2013 - January 2014
Greater Cincinnati Energy Alliance August 2012 - January 2013
New York State Restaurant Association August 2010 - April 2012
Borough of Milltown Environmental Commission/Green Team August 2010 - February 2011
Americorps September 2009 - July 2010
Dewey's Pizza February 2008 - July 2009
Ohio Citizen Action August 2007 - February 2008
Skills
Environmental Policy, Environmental Education, Adult Education, Informal Education, Watershed Management, Service Learning, Volunteer Training, Volunteer Recruiting, Community Partnerships, Educational Programming, Technical Presentations, Public Speaking, Water Conservation, Report Writing, Sustainability, Community Outreach, Volunteer Management, Fundraising, Environmental Science, Environmental Impact..., Environmental Issues
Education
Bowling Green State University 2003 — 2007
BA, Environmental Policy and Analysis
Brittany Bruns Brittany Bruns's Fidelity Investments Experience February 2015 - Present
Job FullTime Nanny
Industry Marketing and Advertising
Experience
Fidelity Investments February 2015 - Present
Personal Nanny May 2014 - Present
Bowling Green State University August 2010 - May 2014
Premier Jewelry Inc October 2011 - October 2013
Wet Seal, Inc May 2012 - August 2012
Safeway Food and Drug May 2007 - April 2010
Missoula Family YMCA April 2006 - August 2007
Skills
Public Speaking, Customer Service, Microsoft Office, Social Media, Event Planning, Microsoft Excel, Social Networking, PowerPoint, Teaching, Microsoft Word, Leadership, Nonprofits, Teamwork, Fundraising, Facebook, Time Management, Swimming, Fashion
Education
Bowling Green State University 2010 — 2014
Interpersonal Communications, Advising/Counseling
Loyola Sacred Heart High School 2005 — 2010
High School, 9-12
Fidelity Investments February 2015 - Present
Personal Nanny May 2014 - Present
Bowling Green State University August 2010 - May 2014
Premier Jewelry Inc October 2011 - October 2013
Wet Seal, Inc May 2012 - August 2012
Safeway Food and Drug May 2007 - April 2010
Missoula Family YMCA April 2006 - August 2007
Skills
Public Speaking, Customer Service, Microsoft Office, Social Media, Event Planning, Microsoft Excel, Social Networking, PowerPoint, Teaching, Microsoft Word, Leadership, Nonprofits, Teamwork, Fundraising, Facebook, Time Management, Swimming, Fashion
Education
Bowling Green State University 2010 — 2014
Interpersonal Communications, Advising/Counseling
Loyola Sacred Heart High School 2005 — 2010
High School, 9-12
Christopher Melvin Christopher Melvin's Fidelity Investments Experience July 2014 - September 2014
Job Client Sales Representative at Echo Global Logistics
Industry Logistics and Supply Chain
Experience
Echo Global Logistics April 2015 - Present
Deutsche Asset Management December 2014 - February 2015
Fidelity Investments July 2014 - September 2014
Merrill Lynch April 2013 - August 2013
Northwestern Mutual January 2012 - April 2013
McGolf Incorporated May 2010 - April 2013
Skills
Business Strategy, PowerPoint, Microsoft Word, Microsoft Office, Finance, Financial Analysis, Social Media, Insurance, Facebook, Spanish, Salesforce.com, Time Management, Wealth Management, Microsoft Excel, Leadership
Education
Bowling Green State University 2010 — 2014
BSBA, Finance, General
Medfield Senior High School 2006 — 2010
Echo Global Logistics April 2015 - Present
Deutsche Asset Management December 2014 - February 2015
Fidelity Investments July 2014 - September 2014
Merrill Lynch April 2013 - August 2013
Northwestern Mutual January 2012 - April 2013
McGolf Incorporated May 2010 - April 2013
Skills
Business Strategy, PowerPoint, Microsoft Word, Microsoft Office, Finance, Financial Analysis, Social Media, Insurance, Facebook, Spanish, Salesforce.com, Time Management, Wealth Management, Microsoft Excel, Leadership
Education
Bowling Green State University 2010 — 2014
BSBA, Finance, General
Medfield Senior High School 2006 — 2010
Rich Malconian Rich Malconian's Fidelity Investments Experience August 1990 - November 1997
Job Broker Associate at Related ISG International Realty
Industry Real Estate
Experience
RelatedISG International Realty January 2015 - Present
RGM Consulting Group December 2008 - January 2015
Lipper, a Thomson Reuters Company July 2005 - November 2008
Barclays Global Investors October 1998 - December 2001
Fidelity Investments August 1990 - November 1997
Salomon Brothers June 1976 - September 1990
Skills
Sales, Financial Services, Marketing, Pensions, Consulting, Mutual Funds, Investments, Wealth Management, Investment Management, Retirement Services, Real Estate, Strategy, Leadership, Valuation, Mergers & Acquisitions, Strategic Financial..., Equities, Asset Management, Strategic Planning, Start-ups, Business Planning, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Money and Finanacial Markets
Bowdoin College 1970 — 1974
AB, American History, Magna Cum Laude
RelatedISG International Realty January 2015 - Present
RGM Consulting Group December 2008 - January 2015
Lipper, a Thomson Reuters Company July 2005 - November 2008
Barclays Global Investors October 1998 - December 2001
Fidelity Investments August 1990 - November 1997
Salomon Brothers June 1976 - September 1990
Skills
Sales, Financial Services, Marketing, Pensions, Consulting, Mutual Funds, Investments, Wealth Management, Investment Management, Retirement Services, Real Estate, Strategy, Leadership, Valuation, Mergers & Acquisitions, Strategic Financial..., Equities, Asset Management, Strategic Planning, Start-ups, Business Planning, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Money and Finanacial Markets
Bowdoin College 1970 — 1974
AB, American History, Magna Cum Laude
Joe Michaud's Fidelity Investments Experience November 2003 - January 2007
Job Founder & Managing Partner at Michaud Capital Management
Industry Investment Management
Experience
Michaud Capital Management December 2011 - Present
Prairie Capital January 2010 - December 2011
Monticello Associates January 2007 - January 2010
Fidelity Investments November 2003 - January 2007
Fidelity Capital July 2002 - November 2003
Fidelity Capital Markets July 1996 - September 2000
Education
Kellogg School of Management 2000 — 2002
MBA
Bowdoin College 1990 — 1994
A.B.
Portsmouth Abbey School
Michaud Capital Management December 2011 - Present
Prairie Capital January 2010 - December 2011
Monticello Associates January 2007 - January 2010
Fidelity Investments November 2003 - January 2007
Fidelity Capital July 2002 - November 2003
Fidelity Capital Markets July 1996 - September 2000
Education
Kellogg School of Management 2000 — 2002
MBA
Bowdoin College 1990 — 1994
A.B.
Portsmouth Abbey School
Curtis McGiveney's Fidelity Investments Experience September 2007 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments September 2007 - Present
U.S. Department of Labor, EBSA August 2001 - September 2007
Skills
ERISA, Employee Benefits, Fiduciary, Executive Pay, Securities Regulation, Tax, Pensions
Education
Boston University School of Law 2003 — 2006
LLM Taxation, Employee Benefits, Executive Compensation, Estate Planning, Corporate, Partnership & Int'l Tax
Suffolk University Law School 1998 — 2001
JD, Law
Mercer University 1994 — 1998
BA, English and Political Science
Fidelity Investments September 2007 - Present
U.S. Department of Labor, EBSA August 2001 - September 2007
Skills
ERISA, Employee Benefits, Fiduciary, Executive Pay, Securities Regulation, Tax, Pensions
Education
Boston University School of Law 2003 — 2006
LLM Taxation, Employee Benefits, Executive Compensation, Estate Planning, Corporate, Partnership & Int'l Tax
Suffolk University Law School 1998 — 2001
JD, Law
Mercer University 1994 — 1998
BA, English and Political Science
Brendan R. Grady's Fidelity Investments Experience February 1998 - July 1998
Job Vice President Sales Operations at Bullhorn
Industry Computer Software
Experience
Bullhorn January 2015 - Present
IBM March 2013 - January 2015
IBM April 2011 - March 2013
IBM February 2008 - May 2011
Cognos April 2007 - February 2008
Juniper Networks March 2006 - April 2007
PTC September 2004 - March 2006
PTC August 2002 - September 2004
PTC September 1999 - June 2002
Fidelity Investments February 1998 - July 1998
Skills
Demand Generation, Marketing Automation, Marketing Management, Predictive Analytics, Forecasting, Marketing Analytics, Sales & Marketing..., Sales Enablement, SaaS, Enterprise Software, Go-to-market Strategy, Multi-channel Marketing, Business Analytics, Digital Marketing, Messaging, Social Media, Eloqua, Salesforce.com, Marketing Strategy, Product Marketing, Market Analysis, Business Intelligence, Sales Operations, Product Launch, Analytics, Leadership, Business Alliances, Marketing, Lead Generation, Strategic Partnerships, Solution Selling, B2B Marketing, CRM, Thought Leadership, Management, Strategy, Cloud Computing, Program Management, Cross-functional Team..., Sales, Business Development, Business Analysis, Project Management, Start-ups, Strategic Planning, Competitive Analysis, Account Management, Channel Partners, Pre-sales, Integration
Education
Universität Salzburg 1995 — 1996
Master of Arts (M.A.), German Studies
Bowling Green State University 1993 — 1995
MA, German
University of Maine 1989 — 1993
Bachelor of Arts (B.A.), German Studies
Wakefield
Bullhorn January 2015 - Present
IBM March 2013 - January 2015
IBM April 2011 - March 2013
IBM February 2008 - May 2011
Cognos April 2007 - February 2008
Juniper Networks March 2006 - April 2007
PTC September 2004 - March 2006
PTC August 2002 - September 2004
PTC September 1999 - June 2002
Fidelity Investments February 1998 - July 1998
Skills
Demand Generation, Marketing Automation, Marketing Management, Predictive Analytics, Forecasting, Marketing Analytics, Sales & Marketing..., Sales Enablement, SaaS, Enterprise Software, Go-to-market Strategy, Multi-channel Marketing, Business Analytics, Digital Marketing, Messaging, Social Media, Eloqua, Salesforce.com, Marketing Strategy, Product Marketing, Market Analysis, Business Intelligence, Sales Operations, Product Launch, Analytics, Leadership, Business Alliances, Marketing, Lead Generation, Strategic Partnerships, Solution Selling, B2B Marketing, CRM, Thought Leadership, Management, Strategy, Cloud Computing, Program Management, Cross-functional Team..., Sales, Business Development, Business Analysis, Project Management, Start-ups, Strategic Planning, Competitive Analysis, Account Management, Channel Partners, Pre-sales, Integration
Education
Universität Salzburg 1995 — 1996
Master of Arts (M.A.), German Studies
Bowling Green State University 1993 — 1995
MA, German
University of Maine 1989 — 1993
Bachelor of Arts (B.A.), German Studies
Wakefield
Peter Stahl's Fidelity Investments Experience June 2014 - Present
Job Senior Vice President, Deputy General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments 2010 - 2014
Fidelity Investments 2006 - 2009
Ropes & Gray LLP 2001 - 2006
Skills
Corporate Governance, Corporate Law, Financial Services, Public Policy
Education
University of Michigan Law School 1998 — 2001
J.D.
Bowdoin College 1993 — 1997
BA, History, Spanish
Fidelity Investments June 2014 - Present
Fidelity Investments 2010 - 2014
Fidelity Investments 2006 - 2009
Ropes & Gray LLP 2001 - 2006
Skills
Corporate Governance, Corporate Law, Financial Services, Public Policy
Education
University of Michigan Law School 1998 — 2001
J.D.
Bowdoin College 1993 — 1997
BA, History, Spanish
Ilker Taskaya's Fidelity Investments Experience 1995 - 1998
Job Product Manager at Delphix, Inc
Industry Computer Software
Experience
Delphix May 2015 - Present
Axis Technology, LLC October 2007 - May 2015
Plymouth Rock 2005 - 2007
Salt Island Consulting 2004 - 2005
Exchange Security Plus, Inc. 2003 - 2004
deNovis Inc 2000 - 2002
National Grange Mutual 1998 - 2000
Fidelity Investments 1995 - 1998
Skills
Application Architecture, JUnit, Management Consulting, Data Architecture, User Interface Design, ETL, SaaS, Agile Methodologies, IT Strategy, Data Warehousing, Business Intelligence, Software Development, SDLC, Software Project..., Enterprise Software, Enterprise Architecture, Requirements Analysis, Patents, Requirements Gathering, Data Modeling, SOA, Agile Project Management, Solution Architecture, Business Analysis, Integration
Education
Bowdoin College 1990 — 1994
Bachelor of Arts (B.A.), Biochemistry, Magna Cum Laude
Bowdoin College 1990 — 1994
Bachelor's degree, Biochemistry
Delphix May 2015 - Present
Axis Technology, LLC October 2007 - May 2015
Plymouth Rock 2005 - 2007
Salt Island Consulting 2004 - 2005
Exchange Security Plus, Inc. 2003 - 2004
deNovis Inc 2000 - 2002
National Grange Mutual 1998 - 2000
Fidelity Investments 1995 - 1998
Skills
Application Architecture, JUnit, Management Consulting, Data Architecture, User Interface Design, ETL, SaaS, Agile Methodologies, IT Strategy, Data Warehousing, Business Intelligence, Software Development, SDLC, Software Project..., Enterprise Software, Enterprise Architecture, Requirements Analysis, Patents, Requirements Gathering, Data Modeling, SOA, Agile Project Management, Solution Architecture, Business Analysis, Integration
Education
Bowdoin College 1990 — 1994
Bachelor of Arts (B.A.), Biochemistry, Magna Cum Laude
Bowdoin College 1990 — 1994
Bachelor's degree, Biochemistry
Rosalind R. Simmons's Fidelity Investments Experience April 2009 - Present
Job Relationship Management/Project Management Professional
Industry Financial Services
Experience
Fidelity Investments April 2009 - Present
Fidelity Investments October 2006 - April 2009
Fidelity Investments November 2005 - October 2006
Fidelity Investments December 1995 - November 2005
International Business Machines July 1989 - December 1995
International Business Machines July 1994 - December 1994
Cincom Systems May 1987 - July 1989
Skills
Cross-functional Team..., Customer Relations, Process Improvement, Vendor Management, Project Management, Relationship Management, Business Continuity..., Customer Service, Risk Management, Human Resources, Management, Leadership, Outsourcing, Business Process..., Strategy
Education
Bowling Green State University
Bachelor of Science - Business Administration, Major: Marketing, Minor: Management Information Systems
Fidelity Investments April 2009 - Present
Fidelity Investments October 2006 - April 2009
Fidelity Investments November 2005 - October 2006
Fidelity Investments December 1995 - November 2005
International Business Machines July 1989 - December 1995
International Business Machines July 1994 - December 1994
Cincom Systems May 1987 - July 1989
Skills
Cross-functional Team..., Customer Relations, Process Improvement, Vendor Management, Project Management, Relationship Management, Business Continuity..., Customer Service, Risk Management, Human Resources, Management, Leadership, Outsourcing, Business Process..., Strategy
Education
Bowling Green State University
Bachelor of Science - Business Administration, Major: Marketing, Minor: Management Information Systems
Cathy McAndrews's Fidelity Investments Experience March 2011 - Present
Job Compliance Director at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments April 2008 - July 2009
Fidelity Investments February 2007 - March 2008
Fidelity Investments May 2004 - January 2007
KPMG LLP 1994 - 2001
KPMG Washington National Tax July 1999 - September 2000
Education
Boston University School of Law 1993 — 1994
Masters
New England School of Law 1989 — 1992
JD
Marquette University 1985 — 1989
Bachelor of Arts
Fidelity Investments March 2011 - Present
Fidelity Investments April 2008 - July 2009
Fidelity Investments February 2007 - March 2008
Fidelity Investments May 2004 - January 2007
KPMG LLP 1994 - 2001
KPMG Washington National Tax July 1999 - September 2000
Education
Boston University School of Law 1993 — 1994
Masters
New England School of Law 1989 — 1992
JD
Marquette University 1985 — 1989
Bachelor of Arts
Lisa Viale's Fidelity Investments Experience 1994 - 1995
Job at Income Research + Management
Industry Investment Management
Experience
Income Research & Management September 2010 - Present
GMO September 2009 - August 2010
Harvard Management Company March 1997 - June 2009
ISS Corporation 1996 - 1997
Fidelity Investments 1994 - 1995
Geary Corporation 1989 - 1994
Skills
Customer Service, Business Analysis, Database Design, Software Development, Integration, Databases, SQL, Management, Data Analysis, Access, Fixed Income, Project Management, Microsoft SQL Server, Data Warehousing, XML, SDLC, Trading Systems, Business Intelligence, Equities, Hedge Funds, Analysis, Agile Methodologies, Sybase, Unix, Investment Management, Requirements Gathering, Data Modeling, VBA, Enterprise Architecture, Bloomberg, Analytics, Capital Markets, Visio, Leadership, Trading, Asset Management, ETL, Financial Services, IT Management, SharePoint, Portfolio Management, Software Project..., Securities, Outsourcing, Java, Options, Derivatives, Alternative Investments, Market Data, Risk Management
Education
Bowdoin College
Choate Rosemary Hall
Union College
MS, Computer Science
University of Notre Dame
BS, Mathematics with Computer Science concentration
Income Research & Management September 2010 - Present
GMO September 2009 - August 2010
Harvard Management Company March 1997 - June 2009
ISS Corporation 1996 - 1997
Fidelity Investments 1994 - 1995
Geary Corporation 1989 - 1994
Skills
Customer Service, Business Analysis, Database Design, Software Development, Integration, Databases, SQL, Management, Data Analysis, Access, Fixed Income, Project Management, Microsoft SQL Server, Data Warehousing, XML, SDLC, Trading Systems, Business Intelligence, Equities, Hedge Funds, Analysis, Agile Methodologies, Sybase, Unix, Investment Management, Requirements Gathering, Data Modeling, VBA, Enterprise Architecture, Bloomberg, Analytics, Capital Markets, Visio, Leadership, Trading, Asset Management, ETL, Financial Services, IT Management, SharePoint, Portfolio Management, Software Project..., Securities, Outsourcing, Java, Options, Derivatives, Alternative Investments, Market Data, Risk Management
Education
Bowdoin College
Choate Rosemary Hall
Union College
MS, Computer Science
University of Notre Dame
BS, Mathematics with Computer Science concentration
Mike Hemmert's Fidelity Investments Experience January 2000 - January 2005
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Archdiocese of Boston January 2009 - August 2010
Financial Engines February 2005 - June 2007
Fidelity Investments January 2000 - January 2005
GETRONICS/WANG January 1999 - January 2000
STATE STREET CORPORATION January 1996 - January 1999
Citizens Financial Group January 1993 - January 1996
SAINT-GOBAIN CORPORATION January 1989 - January 1993
AMCA INTERNATIONAL CORPORATION January 1980 - January 1989
ALLIED CHEMICAL CORPORATION January 1976 - January 1980
United States Marine Corps August 1966 - November 1969
Skills
Employee Benefits, Defined Benefit, Retirement, Program Management, Investments, Team Building, Employee Relations, Defined Contribution, Mergers, Retirement Planning, Deferred Compensation, Pensions, Insurance, Relationship Management, Human Resources
Education
Ohio Northern University—Claude W. Pettit College of Law 1970 — 1973
J.D
Bowling Green State University 1962 — 1966
BA, History
Archdiocese of Boston January 2009 - August 2010
Financial Engines February 2005 - June 2007
Fidelity Investments January 2000 - January 2005
GETRONICS/WANG January 1999 - January 2000
STATE STREET CORPORATION January 1996 - January 1999
Citizens Financial Group January 1993 - January 1996
SAINT-GOBAIN CORPORATION January 1989 - January 1993
AMCA INTERNATIONAL CORPORATION January 1980 - January 1989
ALLIED CHEMICAL CORPORATION January 1976 - January 1980
United States Marine Corps August 1966 - November 1969
Skills
Employee Benefits, Defined Benefit, Retirement, Program Management, Investments, Team Building, Employee Relations, Defined Contribution, Mergers, Retirement Planning, Deferred Compensation, Pensions, Insurance, Relationship Management, Human Resources
Education
Ohio Northern University—Claude W. Pettit College of Law 1970 — 1973
J.D
Bowling Green State University 1962 — 1966
BA, History
Marie Stein's Fidelity Investments Experience 1986 - 1993
Job Risk, Compliance and Culture
Industry Financial Services
Experience
Financial Industry Regulatory Authority 2011 - Present
Kiva.org May 2014 - September 2014
Fidelity National Information Services February 2013 - April 2014
Various September 2008 - December 2012
City National Bank 2006 - June 2008
City National Bank 2002 - 2006
Bankers Trust Company 1994 - 1998
Fidelity Investments 1986 - 1993
Skills
Risk Management, Enterprise Risk..., Financial Risk, Securities, Financial Services, Corporate Governance, Management, Internal Audit, AML, Operational Risk, Risk Assessment, Compliance, Strategy, Internal Controls, Operational Risk..., Mediation, Financial Regulation, Regulations, Credit, Banking, Regulatory Risk, Process Improvement, BSA, Writing, Anti Money Laundering, Regulatory Compliance, Policies & Procedures
Education
Boston University School of Law
JD
University of Southern California 1999 — 2001
MFA, Stark Producing Program, Cinematic Arts
Brown University
AB, International Relations
Pepperdine University School of Law
Mediating the Litigated Case, Straus Institute for Dispute Resolution
Center For Dispute Resolution
Mediation and Conflict Resolution
LACBA/Center for Civic Mediation
Basic and Advanced Mediation Skills Practicum
Financial Industry Regulatory Authority 2011 - Present
Kiva.org May 2014 - September 2014
Fidelity National Information Services February 2013 - April 2014
Various September 2008 - December 2012
City National Bank 2006 - June 2008
City National Bank 2002 - 2006
Bankers Trust Company 1994 - 1998
Fidelity Investments 1986 - 1993
Skills
Risk Management, Enterprise Risk..., Financial Risk, Securities, Financial Services, Corporate Governance, Management, Internal Audit, AML, Operational Risk, Risk Assessment, Compliance, Strategy, Internal Controls, Operational Risk..., Mediation, Financial Regulation, Regulations, Credit, Banking, Regulatory Risk, Process Improvement, BSA, Writing, Anti Money Laundering, Regulatory Compliance, Policies & Procedures
Education
Boston University School of Law
JD
University of Southern California 1999 — 2001
MFA, Stark Producing Program, Cinematic Arts
Brown University
AB, International Relations
Pepperdine University School of Law
Mediating the Litigated Case, Straus Institute for Dispute Resolution
Center For Dispute Resolution
Mediation and Conflict Resolution
LACBA/Center for Civic Mediation
Basic and Advanced Mediation Skills Practicum
Jo-Ann Nessralla's Fidelity Investments Experience February 2015 - Present
Job Vice President & Senior Tax Counsel
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Suffolk University Law School January 2015 - Present
Skills
International Tax, Tax Law, Tax, Corporate Tax, Transfer Pricing, Tax Advisory, Mergers, Tax Research, Cross-border..., Mergers & Acquisitions, Income Tax
Education
Boston University School of Law
Master of Laws (LL.M.)
Suffolk University Law School
Doctor of Law (J.D.)
College of the Holy Cross
Bachelor of Arts (B.A.)
Fidelity Investments February 2015 - Present
Suffolk University Law School January 2015 - Present
Skills
International Tax, Tax Law, Tax, Corporate Tax, Transfer Pricing, Tax Advisory, Mergers, Tax Research, Cross-border..., Mergers & Acquisitions, Income Tax
Education
Boston University School of Law
Master of Laws (LL.M.)
Suffolk University Law School
Doctor of Law (J.D.)
College of the Holy Cross
Bachelor of Arts (B.A.)
Raymonda Khoury's Fidelity Investments Experience 2003 - 2010
Job Securities Counsel
Industry Financial Services
Experience
Fidelity Investments 2003 - 2010
Skills
Securities Regulation, Securities, FINRA, Series 7, Capital Markets, Mutual Funds, Investment Strategies, Equities, Series 24, Alternative Investments, Privacy Law, Series 63, Financial Services, Hedge Funds, ERISA, AML, Risk Management, Investments, Due Diligence, Licensing, Asset Management, Fixed Income, Investment Advisory, Portfolio Management
Education
Boston University School of Law 1989 — 1990
LLM, Law
Fidelity Investments 2003 - 2010
Skills
Securities Regulation, Securities, FINRA, Series 7, Capital Markets, Mutual Funds, Investment Strategies, Equities, Series 24, Alternative Investments, Privacy Law, Series 63, Financial Services, Hedge Funds, ERISA, AML, Risk Management, Investments, Due Diligence, Licensing, Asset Management, Fixed Income, Investment Advisory, Portfolio Management
Education
Boston University School of Law 1989 — 1990
LLM, Law
Amy Francella's Fidelity Investments Experience October 2003 - July 2005
Job
Industry Financial Services
Experience
MetLife July 2005 - Present
Fidelity Investments October 2003 - July 2005
Fidelity Investments August 1996 - December 2002
Boston University School of Law 1994 - 1996
US Securities and Exchange Commission 1995 - 1995
The DAIS Group February 1990 - August 1993
Drexel Burnham Lambert September 1988 - February 1990
Education
Boston University School of Law 1993 — 1996
J.D., cum laude
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, magna cum laude
MetLife July 2005 - Present
Fidelity Investments October 2003 - July 2005
Fidelity Investments August 1996 - December 2002
Boston University School of Law 1994 - 1996
US Securities and Exchange Commission 1995 - 1995
The DAIS Group February 1990 - August 1993
Drexel Burnham Lambert September 1988 - February 1990
Education
Boston University School of Law 1993 — 1996
J.D., cum laude
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, magna cum laude
Jessica Bickley's Fidelity Investments Experience May 1998 - December 2004
Job Client Relationship Manager
Industry Financial Services
Experience
One America/American United Life August 2008 - June 2010
Great-West Retirement Services March 2004 - August 2008
Fidelity Investments May 1998 - December 2004
Fidelity Investments 2000 - 2004
Fidelity Investments December 1996 - May 1998
Fideltity Investments October 1995 - December 1996
Education
Bowling Green State University 1992 — 1993
MA, Interpersonal Communication
Bowling Green State University 1988 — 1993
BAC, Interpersonal & Public Communication
One America/American United Life August 2008 - June 2010
Great-West Retirement Services March 2004 - August 2008
Fidelity Investments May 1998 - December 2004
Fidelity Investments 2000 - 2004
Fidelity Investments December 1996 - May 1998
Fideltity Investments October 1995 - December 1996
Education
Bowling Green State University 1992 — 1993
MA, Interpersonal Communication
Bowling Green State University 1988 — 1993
BAC, Interpersonal & Public Communication
Jessica L. Lavely's Fidelity Investments Experience October 2012 - Present
Job Director of Contracts at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments October 2012 - Present
Johnson Browning & Clayton May 2003 - September 2012
Skills
Commercial Litigation, Corporate Law, Securities Regulation, Legal Research, Appeals, Alternative Dispute..., Courts, Legal Writing, Dispute Resolution, Estate Planning, Trial Practice, Securities Litigation, Corporate Governance, Securities, Trusts, Mergers, Tax Law, Fraud, Trials, Broker-Dealer, FINRA, Business Transactions, Financial Regulation, Contract Negotiation, Investments, Financial Services, ERISA, Mutual Funds, Investment Advisory, Real Estate Transactions
Education
Boston University School of Law 2001 — 2002
Master of Laws (LL.M.), Tax Law/Taxation
New England School of Law 1998 — 2001
Doctor of Law (JD), Tax track
University of Central Florida 1994 — 1998
Bachelor's degree, Health/Health Care Administration/Management
Fidelity Investments October 2012 - Present
Johnson Browning & Clayton May 2003 - September 2012
Skills
Commercial Litigation, Corporate Law, Securities Regulation, Legal Research, Appeals, Alternative Dispute..., Courts, Legal Writing, Dispute Resolution, Estate Planning, Trial Practice, Securities Litigation, Corporate Governance, Securities, Trusts, Mergers, Tax Law, Fraud, Trials, Broker-Dealer, FINRA, Business Transactions, Financial Regulation, Contract Negotiation, Investments, Financial Services, ERISA, Mutual Funds, Investment Advisory, Real Estate Transactions
Education
Boston University School of Law 2001 — 2002
Master of Laws (LL.M.), Tax Law/Taxation
New England School of Law 1998 — 2001
Doctor of Law (JD), Tax track
University of Central Florida 1994 — 1998
Bachelor's degree, Health/Health Care Administration/Management
Alison Zultowski's Fidelity Investments Experience December 2014 - Present
Job Senior Account Supervisor at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments July 2007 - December 2014
Fidelity Investments February 2007 - June 2007
Arnold Worldwide January 2006 - February 2007
Arnold Worldwide April 2004 - December 2005
Elkinson + Sloves May 2002 - April 2004
Education
Bowdoin College 1998 — 2002
Westminster School 1994 — 1998
Fidelity Investments December 2014 - Present
Fidelity Investments July 2007 - December 2014
Fidelity Investments February 2007 - June 2007
Arnold Worldwide January 2006 - February 2007
Arnold Worldwide April 2004 - December 2005
Elkinson + Sloves May 2002 - April 2004
Education
Bowdoin College 1998 — 2002
Westminster School 1994 — 1998
Kim Hyland Perry's Fidelity Investments Experience March 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments September 2009 - March 2012
Fidelity Investments January 2006 - August 2009
Fidelity Investments March 2003 - January 2006
Fidelity Investments December 2000 - March 2003
Fidelity Investments April 1999 - December 2000
Skills
Strategy, Financial Services, Mutual Funds, Program Management, Market Research, Investments, Asset Management, Product Development, Relationship Management, Budgets
Education
Bowdoin College 1991 — 1995
BA, Sociology, Spanish
University Studies Abroad Consortium 1994 — 1994
n/a, Spanish language
Fidelity Investments March 2012 - Present
Fidelity Investments September 2009 - March 2012
Fidelity Investments January 2006 - August 2009
Fidelity Investments March 2003 - January 2006
Fidelity Investments December 2000 - March 2003
Fidelity Investments April 1999 - December 2000
Skills
Strategy, Financial Services, Mutual Funds, Program Management, Market Research, Investments, Asset Management, Product Development, Relationship Management, Budgets
Education
Bowdoin College 1991 — 1995
BA, Sociology, Spanish
University Studies Abroad Consortium 1994 — 1994
n/a, Spanish language
Erin Gill's Fidelity Investments Experience November 2009 - January 2015
Job Eastern Insurance Group
Industry Executive Office
Experience
Eastern Insurance Group January 2015 - Present
Fidelity Investments November 2009 - January 2015
Egon Zehnder International September 2007 - February 2009
Walnut Hill School July 1999 - February 2007
Bingham McCutchen 1989 - 1995
Education
Bowling Green State University
Political Science
Commercial College, Inc.
Coursework completed in Residential Real Estate Sales
Massachusetts Bay Community College
Coursework completed in Computer Applications
Northeastern University
Coursework completed in Advanced Legal Assistant Studies
Eastern Insurance Group January 2015 - Present
Fidelity Investments November 2009 - January 2015
Egon Zehnder International September 2007 - February 2009
Walnut Hill School July 1999 - February 2007
Bingham McCutchen 1989 - 1995
Education
Bowling Green State University
Political Science
Commercial College, Inc.
Coursework completed in Residential Real Estate Sales
Massachusetts Bay Community College
Coursework completed in Computer Applications
Northeastern University
Coursework completed in Advanced Legal Assistant Studies
Ben Needham, CEP's Fidelity Investments Experience November 2009 - September 2010
Job Senior Equity Administrator at Comverse
Industry Financial Services
Experience
Comverse October 2013 - Present
Certified Equity Professional Institute, SCU November 2007 - Present
ISP Advisors LLC April 2012 - October 2013
OptionEase, Inc. September 2011 - April 2012
Qualcomm September 2010 - September 2011
Fidelity Investments November 2009 - September 2010
Fidelity Stock Plan Services May 2007 - November 2009
Fidelity Stock Plan Services 2006 - 2007
Fidelity Investments 2005 - 2006
Genzyme 1999 - 2005
Skills
Executive Pay, Series 7, Equities, Series 63, Mergers, Employee Benefits, SEC filings, Process Improvement, Financial Analysis, Financial Services, Deferred Compensation, Project Management, Mergers & Acquisitions, Financial Reporting, Finance, Securities
Education
Bowdoin College 2001 — 2005
B.A.
Comverse October 2013 - Present
Certified Equity Professional Institute, SCU November 2007 - Present
ISP Advisors LLC April 2012 - October 2013
OptionEase, Inc. September 2011 - April 2012
Qualcomm September 2010 - September 2011
Fidelity Investments November 2009 - September 2010
Fidelity Stock Plan Services May 2007 - November 2009
Fidelity Stock Plan Services 2006 - 2007
Fidelity Investments 2005 - 2006
Genzyme 1999 - 2005
Skills
Executive Pay, Series 7, Equities, Series 63, Mergers, Employee Benefits, SEC filings, Process Improvement, Financial Analysis, Financial Services, Deferred Compensation, Project Management, Mergers & Acquisitions, Financial Reporting, Finance, Securities
Education
Bowdoin College 2001 — 2005
B.A.
Timothy Real's Fidelity Investments Experience March 2011 - Present
Job Director, Talent Acquisition at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2011 - Present
Veritude, a Fidelity Investments Company February 2001 - March 2011
Lycos, Inc January 2000 - February 2001
Renaissance Worldwide, Inc January 1996 - January 2000
Education
Bowdoin College 1991 — 1995
B.A.
St. Sebastian's School 1987 — 1991
Fidelity Investments March 2011 - Present
Veritude, a Fidelity Investments Company February 2001 - March 2011
Lycos, Inc January 2000 - February 2001
Renaissance Worldwide, Inc January 1996 - January 2000
Education
Bowdoin College 1991 — 1995
B.A.
St. Sebastian's School 1987 — 1991
Brian Link's Fidelity Investments Experience November 2000 - May 2003
Job Managing Counsel at State Street
Industry Banking
Experience
State Street May 2004 - Present
Deutsche Asset Management May 2003 - May 2004
Fidelity Investments November 2000 - May 2003
Skills
Securities, Mutual Funds, Corporate Governance, Investment Management, Asset Managment, Due Diligence, Investments, Contract Negotiation, Finance, Legal Writing, Financial Services, Securities Regulation
Education
Boston University School of Law 2003 — 2005
Master of Laws (LL.M.)
New England School of Law 1995 — 1998
Doctor of Law (JD)
State Street May 2004 - Present
Deutsche Asset Management May 2003 - May 2004
Fidelity Investments November 2000 - May 2003
Skills
Securities, Mutual Funds, Corporate Governance, Investment Management, Asset Managment, Due Diligence, Investments, Contract Negotiation, Finance, Legal Writing, Financial Services, Securities Regulation
Education
Boston University School of Law 2003 — 2005
Master of Laws (LL.M.)
New England School of Law 1995 — 1998
Doctor of Law (JD)
David Burnham's Fidelity Investments Experience 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Arthur Andersen, LLP 1992 - 1996
Skills
Accounting, Mutual Funds, Financial Analysis, Financial Modeling, Fund Accounting, Strategic Financial..., Financial Reporting, Performance Management, Cash Management, Project Management, Resource Allocation, Operational Control, Planning Budgeting &..., Presentation Design, Lean Operations, SSAE 16, Access, Corporate Finance, Finance, Data Analysis, Risk Management, Valuation, Due Diligence, Financial Services, Forecasting, Financial Accounting, Financial Planning
Education
Bowdoin College
Bachelor of Arts (BA), Psychology
Northeastern University - Graduate School of Business Administration
MSA/MBA, Accounting
Fidelity Investments 2012 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Arthur Andersen, LLP 1992 - 1996
Skills
Accounting, Mutual Funds, Financial Analysis, Financial Modeling, Fund Accounting, Strategic Financial..., Financial Reporting, Performance Management, Cash Management, Project Management, Resource Allocation, Operational Control, Planning Budgeting &..., Presentation Design, Lean Operations, SSAE 16, Access, Corporate Finance, Finance, Data Analysis, Risk Management, Valuation, Due Diligence, Financial Services, Forecasting, Financial Accounting, Financial Planning
Education
Bowdoin College
Bachelor of Arts (BA), Psychology
Northeastern University - Graduate School of Business Administration
MSA/MBA, Accounting
Tod Dillon's Fidelity Investments Experience January 2006 - August 2006
Job CFO EOS CCA
Industry Financial Services
Experience
EOS CCA June 2010 - Present
National Financial August 2006 - May 2010
Fidelity Investments January 2006 - August 2006
Fidelity Investments January 2002 - January 2006
Fidelity Investments October 1995 - December 2001
FISC Ireland July 1996 - April 1998
American Management Systems (AMS) June 1993 - August 1995
Chubb Insurance 1989 - 1991
Chubb Insurance 1989 - 1991
Skills
Budget, Business Planning, Managerial Finance, Leadership, Integration
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1993
MBA, Finance
Bowdoin College 1985 — 1989
AB Magna cum Laude, Economics, Government
Xaverian Brothers HS 1981 — 1985
EOS CCA June 2010 - Present
National Financial August 2006 - May 2010
Fidelity Investments January 2006 - August 2006
Fidelity Investments January 2002 - January 2006
Fidelity Investments October 1995 - December 2001
FISC Ireland July 1996 - April 1998
American Management Systems (AMS) June 1993 - August 1995
Chubb Insurance 1989 - 1991
Chubb Insurance 1989 - 1991
Skills
Budget, Business Planning, Managerial Finance, Leadership, Integration
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1993
MBA, Finance
Bowdoin College 1985 — 1989
AB Magna cum Laude, Economics, Government
Xaverian Brothers HS 1981 — 1985
Mollye Wolahan's Fidelity Investments Experience 1996 - 1997
Job Vice President Real Estate & Community Development at W.D. Cowls, Inc.
Industry Real Estate
Experience
W.D. Cowls, Inc. March 2015 - Present
WOMEN’S INSTITUTE FOR HOUSING & ECONOMIC DEVELOPMENT August 2011 - March 2015
Community Development Resources, LLC 2005 - August 2011
Town of Mountain Village November 2001 - December 2005
AvalonBay Communities 2000 - 2001
Corcoran Jennison 1999 - 2000
Fidelity Investments 1996 - 1997
Fidelity Investments 1994 - 1996
Acadian Asset Management 1992 - 1994
Harris Trust and Savings Bank 1990 - 1992
Skills
Affordable Housing, Redevelopment, Real Estate Development, Economic Development, Community Development, Zoning, Tax Credits, Budgets, Entitlements, Land Use Planning, Urban Planning, Land Use, Real Estate, LIHTC, Real Estate Economics, Mixed-use, Feasibility Studies, Property Management, Green Building, Real Estate Transactions, Public Policy, Leases, Microsoft Excel, Team Building, Leadership, Sustainability, Due Diligence, Residential Homes, Proposal Writing, Grants, Public/private..., Historic Preservation, Urban Design, Submittals, Project Planning, Fundraising, Site Planning, Grant Writing, Location Intelligence, Comprehensive Planning, Policy, Non-profit Leadership, Non-profit..., Business Relationship..., Business Planning
Education
Massachusetts Institute of Technology 1997 — 1999
MS, Urban Planning/Real Estate Development
Bowdoin College 1986 — 1990
BA, Government/Economics
W.D. Cowls, Inc. March 2015 - Present
WOMEN’S INSTITUTE FOR HOUSING & ECONOMIC DEVELOPMENT August 2011 - March 2015
Community Development Resources, LLC 2005 - August 2011
Town of Mountain Village November 2001 - December 2005
AvalonBay Communities 2000 - 2001
Corcoran Jennison 1999 - 2000
Fidelity Investments 1996 - 1997
Fidelity Investments 1994 - 1996
Acadian Asset Management 1992 - 1994
Harris Trust and Savings Bank 1990 - 1992
Skills
Affordable Housing, Redevelopment, Real Estate Development, Economic Development, Community Development, Zoning, Tax Credits, Budgets, Entitlements, Land Use Planning, Urban Planning, Land Use, Real Estate, LIHTC, Real Estate Economics, Mixed-use, Feasibility Studies, Property Management, Green Building, Real Estate Transactions, Public Policy, Leases, Microsoft Excel, Team Building, Leadership, Sustainability, Due Diligence, Residential Homes, Proposal Writing, Grants, Public/private..., Historic Preservation, Urban Design, Submittals, Project Planning, Fundraising, Site Planning, Grant Writing, Location Intelligence, Comprehensive Planning, Policy, Non-profit Leadership, Non-profit..., Business Relationship..., Business Planning
Education
Massachusetts Institute of Technology 1997 — 1999
MS, Urban Planning/Real Estate Development
Bowdoin College 1986 — 1990
BA, Government/Economics
Samantha Bigelow's Fidelity Investments Experience March 1997 - March 2010
Job Project Manager
Industry Financial Services
Experience
Fidelity Investments March 1997 - March 2010
Education
Bournemouth University
London University
Fidelity Investments March 1997 - March 2010
Education
Bournemouth University
London University
Holly Laurent's Fidelity Investments Experience 2011 - Present
Job SVP, Global AntiCorruption Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Education
Boston University School of Law
JD
Fidelity Investments 2011 - Present
Education
Boston University School of Law
JD
Gretchen Poplin's Fidelity Investments Experience October 2006 - January 2008
Job Independent Domestic Manager
Industry Arts and Crafts
Experience
Fidelity Investments October 2006 - January 2008
Paycor January 2006 - October 2006
Fidelity Investments April 2002 - January 2006
Education
Bowling Green State University 1992 — 1996
Bachelor of Arts, Interpersonal Communications
Fidelity Investments October 2006 - January 2008
Paycor January 2006 - October 2006
Fidelity Investments April 2002 - January 2006
Education
Bowling Green State University 1992 — 1996
Bachelor of Arts, Interpersonal Communications
Jon Dufresne's Fidelity Investments Experience November 2005 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
Scudder Investments/ADP, Inc. May 2001 - June 2004
Scudder Investments August 2000 - April 2001
Skills
ERISA, Tax-exempt, 401k, 403 b, 457 Plans, Retirement Benefits, IRAs, Benefits Design, Retirement, Securities, Vendor Management, Risk Management, Financial Services, Wealth Management, Asset Allocation, Retirement Planning
Education
Suffolk University Law School 2000 — 2004
Juris Doctor
Bowdoin College 1991 — 1995
Bachelor of Arts, Government and Legal Studies
Fidelity Investments November 2005 - Present
Scudder Investments/ADP, Inc. May 2001 - June 2004
Scudder Investments August 2000 - April 2001
Skills
ERISA, Tax-exempt, 401k, 403 b, 457 Plans, Retirement Benefits, IRAs, Benefits Design, Retirement, Securities, Vendor Management, Risk Management, Financial Services, Wealth Management, Asset Allocation, Retirement Planning
Education
Suffolk University Law School 2000 — 2004
Juris Doctor
Bowdoin College 1991 — 1995
Bachelor of Arts, Government and Legal Studies
Karen Andrew (Bicknell)'s Fidelity Investments Experience February 2013 - Present
Job Sr Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments May 2007 - February 2013
Fidelity Investments May 2000 - May 2007
Education
Bowdoin College
Fidelity Investments February 2013 - Present
Fidelity Investments May 2007 - February 2013
Fidelity Investments May 2000 - May 2007
Education
Bowdoin College
Matthew Barhorst's Fidelity Investments Experience October 1995 - April 2002
Job VP Advisory Sales and Consulting at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services June 2007 - Present
TIAA-CREF June 2005 - June 2007
First Financial Bank March 2002 - June 2005
Fidelity Investments October 1995 - April 2002
Skills
Series 63, Investments, Sales, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Insurance, Series 24, CIMA®
Education
Xavier University - School of Business Administration 1998 — 2000
MBA, Finance and Financial Management Services, GPA 3.4
Bowling Green State University 1988 — 1993
BS, Finance and International Business
LPL Financial Services June 2007 - Present
TIAA-CREF June 2005 - June 2007
First Financial Bank March 2002 - June 2005
Fidelity Investments October 1995 - April 2002
Skills
Series 63, Investments, Sales, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Insurance, Series 24, CIMA®
Education
Xavier University - School of Business Administration 1998 — 2000
MBA, Finance and Financial Management Services, GPA 3.4
Bowling Green State University 1988 — 1993
BS, Finance and International Business
Vijaya Saradhi Akella's Fidelity Investments Experience July 2013 - Present
Job Principal Architect
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
State Street August 2004 - July 2013
Education
Bowie State University 2001 — 2003
Master's, Computer Sceince
Gayatri College of Engineering 1996 — 2000
Bachelor of Technology (BTech), Mechanical Engineering
Fidelity Investments July 2013 - Present
State Street August 2004 - July 2013
Education
Bowie State University 2001 — 2003
Master's, Computer Sceince
Gayatri College of Engineering 1996 — 2000
Bachelor of Technology (BTech), Mechanical Engineering
Michele Martin Hisnay's Fidelity Investments Experience November 2000 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2000 - Present
Fidelity Investments November 2000 - November 2006
Ohio Valley Electric Corporation August 1991 - November 2000
Skills
Business Development, Leadership, Cross-functional Team..., Employee Benefits, Management, Project Management, Human Resources
Education
Bowling Green State University 1987 — 1991
Bachelor of Science in Business Administration, Human Resource Management
Fidelity Investments November 2000 - Present
Fidelity Investments November 2000 - November 2006
Ohio Valley Electric Corporation August 1991 - November 2000
Skills
Business Development, Leadership, Cross-functional Team..., Employee Benefits, Management, Project Management, Human Resources
Education
Bowling Green State University 1987 — 1991
Bachelor of Science in Business Administration, Human Resource Management
Alma Philpott's Fidelity Investments Experience October 2006 - June 2012
Job Operations Counsel at Cummings Properties
Industry Commercial Real Estate
Experience
Cummings Properties June 2012 - Present
Fidelity Investments October 2006 - June 2012
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Sunlife Financial 1997 - 1999
Skills
Real Estate, Commercial Leasing, Commercial Real Estate, Leases, Contract Negotiation, Lease Documentation, Real Estate Transactions, Due Diligence, Financial Services, Insurance, Negotiation, Risk Management, Securities, Asset Management, Investments, Mutual Funds, Portfolio Management, Compliance, Marketing Communications
Education
Boston University School of Law 2002 — 2005
LLM, Securities
Western New England University - School of Law 1989 — 1992
JD, Law
University of Massachusetts, Amherst 1984 — 1989
BA, Psychology
Cummings Properties June 2012 - Present
Fidelity Investments October 2006 - June 2012
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Sunlife Financial 1997 - 1999
Skills
Real Estate, Commercial Leasing, Commercial Real Estate, Leases, Contract Negotiation, Lease Documentation, Real Estate Transactions, Due Diligence, Financial Services, Insurance, Negotiation, Risk Management, Securities, Asset Management, Investments, Mutual Funds, Portfolio Management, Compliance, Marketing Communications
Education
Boston University School of Law 2002 — 2005
LLM, Securities
Western New England University - School of Law 1989 — 1992
JD, Law
University of Massachusetts, Amherst 1984 — 1989
BA, Psychology
Kristin Mesgleski's Fidelity Investments Experience 1990 - 1995
Job Regional Sales Consultant CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions September 2013 - Present
The Glading Group August 2012 - July 2013
Transamerica Retirement Management March 2010 - February 2012
Financial Engines May 2009 - April 2010
Ameriprise Financial May 2004 - February 2009
Wachovia Bank, N.A. 2001 - 2003
Charles Schwab September 1999 - September 2001
Evare June 1997 - September 1999
Bank One 1995 - 1997
Fidelity Investments 1990 - 1995
Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered
Education
Bowdoin College 1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History
CUNA Mutual Retirement Solutions September 2013 - Present
The Glading Group August 2012 - July 2013
Transamerica Retirement Management March 2010 - February 2012
Financial Engines May 2009 - April 2010
Ameriprise Financial May 2004 - February 2009
Wachovia Bank, N.A. 2001 - 2003
Charles Schwab September 1999 - September 2001
Evare June 1997 - September 1999
Bank One 1995 - 1997
Fidelity Investments 1990 - 1995
Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered
Education
Bowdoin College 1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History
Laura Vradelis's Fidelity Investments Experience September 2009 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Fidelity Investments February 2008 - February 2009
Fidelity Investments 2000 - 2008
Fidelity Investments November 1996 - November 2000
Delta Zeta Sorority June 1985 - December 1986
Skills
Program Management, Leadership, 401k, Training
Education
Bowling Green State University 1980 — 1985
Bachelor of Science, Sports Management
Lakota High School
Fidelity Investments September 2009 - Present
Fidelity Investments February 2008 - February 2009
Fidelity Investments 2000 - 2008
Fidelity Investments November 1996 - November 2000
Delta Zeta Sorority June 1985 - December 1986
Skills
Program Management, Leadership, 401k, Training
Education
Bowling Green State University 1980 — 1985
Bachelor of Science, Sports Management
Lakota High School
Leslie Blickenstaff's Fidelity Investments Experience May 2010 - Present
Job Contract Attorney at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments May 2010 - Present
Counsel On Call May 2010 - Present
The Patagonian Foundation May 2003 - April 2010
Goodwin Procter LLP September 1997 - June 2009
Education
Harvard University Extension School 2004 — 2009
Masters, Sustainability and Environmental Management
University of Minnesota Law School 1994 — 1997
JD
Bowdoin College 1990 — 1994
BA, Spanish, Government
Tower Hill
Fidelity Investments May 2010 - Present
Counsel On Call May 2010 - Present
The Patagonian Foundation May 2003 - April 2010
Goodwin Procter LLP September 1997 - June 2009
Education
Harvard University Extension School 2004 — 2009
Masters, Sustainability and Environmental Management
University of Minnesota Law School 1994 — 1997
JD
Bowdoin College 1990 — 1994
BA, Spanish, Government
Tower Hill
Katarina Miller's Fidelity Investments Experience December 2012 - Present
Job Transaction Processor III at Fidelity Investments
Industry Education Management
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments July 2012 - December 2012
Bowling Green State University August 2011 - May 2012
Skills
French, Teaching, Research, Foreign Languages, Higher Education, University Teaching, Tutoring, Student Affairs, Curriculum Design, Curriculum Development, Student Development, Academic Advising
Education
Bowling Green State University 2010 — 2012
Master of Arts (M.A.), French Studies, August 2012
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), French Studies, 3.9 GPA
Fidelity Investments December 2012 - Present
Fidelity Investments July 2012 - December 2012
Bowling Green State University August 2011 - May 2012
Skills
French, Teaching, Research, Foreign Languages, Higher Education, University Teaching, Tutoring, Student Affairs, Curriculum Design, Curriculum Development, Student Development, Academic Advising
Education
Bowling Green State University 2010 — 2012
Master of Arts (M.A.), French Studies, August 2012
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), French Studies, 3.9 GPA
Inge Carson's Fidelity Investments Experience June 2000 - Present
Job Director Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2000 - Present
Education
Bowling Green State University
MBA
Bowling Green State University
MSBA
Fidelity Investments June 2000 - Present
Education
Bowling Green State University
MBA
Bowling Green State University
MSBA
Jan H.K. Ryu Koo's Fidelity Investments Experience August 2014 - Present
Job AttorneyatLaw
Industry Law Practice
Experience
Fidelity Investments August 2014 - Present
Ascensus College Savings (formerly 'Upromise Investments') August 2013 - August 2014
Henry Davis York August 2008 - July 2011
Macquarie Group April 2006 - July 2008
Credit Union Industry Association November 2005 - April 2006
Temple Lawyers 2002 - 2005
Skills
Financial Services, Banking, Corporate Governance, Corporate Law, Banking Law, Real Estate Transactions, Legal Advice, Mergers & Acquisitions, Legal Research, Legal Writing, Litigation, Cross-border..., Legal Compliance, Consumer Law, Financial Law, Financial Regulation
Education
Boston University School of Law 2012 — 2013
Master of Laws (LL.M.) in Banking & Financial Law
The College of Law 2003 — 2004
Graduate Diploma in Practical Legal Training, College of Law
University of Sydney 1999 — 2003
Bachelor of Laws (JD equivalent) & Bachelor of Science (Physical Chemistry)
Fidelity Investments August 2014 - Present
Ascensus College Savings (formerly 'Upromise Investments') August 2013 - August 2014
Henry Davis York August 2008 - July 2011
Macquarie Group April 2006 - July 2008
Credit Union Industry Association November 2005 - April 2006
Temple Lawyers 2002 - 2005
Skills
Financial Services, Banking, Corporate Governance, Corporate Law, Banking Law, Real Estate Transactions, Legal Advice, Mergers & Acquisitions, Legal Research, Legal Writing, Litigation, Cross-border..., Legal Compliance, Consumer Law, Financial Law, Financial Regulation
Education
Boston University School of Law 2012 — 2013
Master of Laws (LL.M.) in Banking & Financial Law
The College of Law 2003 — 2004
Graduate Diploma in Practical Legal Training, College of Law
University of Sydney 1999 — 2003
Bachelor of Laws (JD equivalent) & Bachelor of Science (Physical Chemistry)
Richard Buila's Fidelity Investments Experience August 2000 - January 2006
Job Fixed Income Trade Desk Operations Representative
Industry Financial Services
Experience
Fifth Third Securities January 2006 - Present
Fidelity Investments August 2000 - January 2006
Education
Xavier University - School of Business Administration 2004 — 2010
MBA, General business
Bowling Green State University
B.A., Communications
Fifth Third Securities January 2006 - Present
Fidelity Investments August 2000 - January 2006
Education
Xavier University - School of Business Administration 2004 — 2010
MBA, General business
Bowling Green State University
B.A., Communications
Parker Allred's Fidelity Investments Experience August 2007 - July 2008
Job Attorney at Snell & Wilmer
Industry Legal Services
Experience
Snell & Wilmer L.L.P. May 2013 - Present
Mitchell & Barlow, P.C. July 2011 - May 2013
Eisenberg & Gilchrist December 2009 - January 2011
Utah Attorney General March 2009 - December 2009
Fidelity Investments August 2007 - July 2008
IBM Global Business Services August 2006 - August 2007
Education
University of Utah S.J. Quinney College of Law 2008 — 2011
J.D., Law
Bowdoin College 2000 — 2006
B.A., Government and Legal Studies
Snell & Wilmer L.L.P. May 2013 - Present
Mitchell & Barlow, P.C. July 2011 - May 2013
Eisenberg & Gilchrist December 2009 - January 2011
Utah Attorney General March 2009 - December 2009
Fidelity Investments August 2007 - July 2008
IBM Global Business Services August 2006 - August 2007
Education
University of Utah S.J. Quinney College of Law 2008 — 2011
J.D., Law
Bowdoin College 2000 — 2006
B.A., Government and Legal Studies
Michael Palek's Fidelity Investments Experience August 2005 - Present
Job
Industry Investment Management
Experience
Fidelity Investments August 2005 - Present
K&L Gates August 2000 - August 2005
Mayer Brown February 1999 - July 2000
Fidelity Investments January 1998 - January 1999
Skills
Investment Advisory, Investment Management, Legal, Legal Compliance, Securities Regulation, Investment Company Act, Investment Advisers Act, Securities Exchange Act..., securities act 1933, exchange traded funds, investment companies, investment advisers, ETFs, board of trustees, investment products
Education
Boston University School of Law 1994 — 1997
Doctor of Law (JD)
Cornell University 1989 — 1993
Bachelor of Arts (B.A.), History
Fidelity Investments August 2005 - Present
K&L Gates August 2000 - August 2005
Mayer Brown February 1999 - July 2000
Fidelity Investments January 1998 - January 1999
Skills
Investment Advisory, Investment Management, Legal, Legal Compliance, Securities Regulation, Investment Company Act, Investment Advisers Act, Securities Exchange Act..., securities act 1933, exchange traded funds, investment companies, investment advisers, ETFs, board of trustees, investment products
Education
Boston University School of Law 1994 — 1997
Doctor of Law (JD)
Cornell University 1989 — 1993
Bachelor of Arts (B.A.), History
Russell Aborn's Fidelity Investments Experience October 2007 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
Ropes & Gray LLP September 2002 - September 2007
Education
Boston University School of Law 1999 — 2002
Juris Doctor
Villanova University 1994 — 1998
Bachelor of Science, Finance
Fidelity Investments October 2007 - Present
Ropes & Gray LLP September 2002 - September 2007
Education
Boston University School of Law 1999 — 2002
Juris Doctor
Villanova University 1994 — 1998
Bachelor of Science, Finance
Agnes Sym's Fidelity Investments Experience September 2010 - Present
Job Senior Legal Counsel at Fidelity
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
White & Case October 2007 - September 2010
Mintz Levin October 2003 - September 2007
Education
Boston University School of Law 1999 — 2002
JD
Wellesley College 1993 — 1996
BA, International Relations
Fidelity Investments September 2010 - Present
White & Case October 2007 - September 2010
Mintz Levin October 2003 - September 2007
Education
Boston University School of Law 1999 — 2002
JD
Wellesley College 1993 — 1996
BA, International Relations
Douglas Kant's Fidelity Investments Experience
Job Senior VP and Deputy General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Education
Boston University Graduate Tax Program 1975 — 1977
L.L.M., Tax Law/Taxation
Boston University School of Law 1972 — 1975
Doctor of Law (J.D.), Law
Fidelity Investments
Education
Boston University Graduate Tax Program 1975 — 1977
L.L.M., Tax Law/Taxation
Boston University School of Law 1972 — 1975
Doctor of Law (J.D.), Law
Jennifer Inker's Fidelity Investments Experience February 2001 - Present
Job SVP & Deputy General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
Education
Boston University School of Law
Doctor of Law (J.D.)
Harvard University Graduate School of Education
Master of Education (MEd)
Princeton University
AB
Fidelity Investments February 2001 - Present
Education
Boston University School of Law
Doctor of Law (J.D.)
Harvard University Graduate School of Education
Master of Education (MEd)
Princeton University
AB
Michael P. Jewkes's Fidelity Investments Experience June 2011 - July 2012
Job Vice President and Senior Counsel at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors 2012 - Present
Fidelity Investments June 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) December 2010 - June 2011
WilmerHale July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Education
Boston University School of Law 2006 — 2008
Master of Laws (LL.M.), Banking and Financial Laws (Concentration: Securities Transactions)
Suffolk University Law School 1999 — 2002
Doctor of Law (JD), Law
Saint Anselm College 1993 — 1997
Bachelor of Arts (B.A.)
State Street Global Advisors 2012 - Present
Fidelity Investments June 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) December 2010 - June 2011
WilmerHale July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Education
Boston University School of Law 2006 — 2008
Master of Laws (LL.M.), Banking and Financial Laws (Concentration: Securities Transactions)
Suffolk University Law School 1999 — 2002
Doctor of Law (JD), Law
Saint Anselm College 1993 — 1997
Bachelor of Arts (B.A.)
Tamara Mallory-Brown's Fidelity Investments Experience 2008 - Present
Job
Industry
Experience
Fidelity Investments 2008 - Present
Nasdaq Stock Market 1999 - 2005
Booz Allen Hamilton 1990 - 1999
Education
Bowdoin College 1986 — 1990
Fidelity Investments 2008 - Present
Nasdaq Stock Market 1999 - 2005
Booz Allen Hamilton 1990 - 1999
Education
Bowdoin College 1986 — 1990
Thomas Provost's Fidelity Investments Experience
Job Vice President, Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Education
Northeastern University School of Law
Doctor of Law (J.D.)
University of Massachusetts Boston
Bachelor of Science (B.S.), Business Administration and Management, General
Boston University School of Law
Master of Laws (LLM), Taxation
Fidelity Investments
Education
Northeastern University School of Law
Doctor of Law (J.D.)
University of Massachusetts Boston
Bachelor of Science (B.S.), Business Administration and Management, General
Boston University School of Law
Master of Laws (LLM), Taxation
David Palumbo's Fidelity Investments Experience January 2013 - Present
Job VP, Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments June 2011 - January 2013
Army National Guard January 2000 - January 2012
Fidelity Investments November 2007 - June 2011
Ameriprise Financial Services, Inc. May 2006 - October 2007
Skills
Financial Services, Branch Banking, Investments, Securities
Education
Bowling Green State University
Fidelity Investments January 2013 - Present
Fidelity Investments June 2011 - January 2013
Army National Guard January 2000 - January 2012
Fidelity Investments November 2007 - June 2011
Ameriprise Financial Services, Inc. May 2006 - October 2007
Skills
Financial Services, Branch Banking, Investments, Securities
Education
Bowling Green State University
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank