Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Jonathan Frankel Jonathan Frankel's Fidelity Investments Experience 1990 - 2003
Job Lecturer at UMass Boston
Industry Higher Education
Experience
UMass Boston September 2008 - Present
Nichols College 2004 - 2008
Fidelity Investments 1990 - 2003
Skills
Public Speaking, Higher Education, Research, Data Analysis, Stata, Databases, Microsoft Office, PowerPoint, Java, Microsoft Excel, Program Development, Access, Customer Service, Leadership
Education
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Brandeis University
MA, Computer Science
Suffolk University
MBA
UMass Boston September 2008 - Present
Nichols College 2004 - 2008
Fidelity Investments 1990 - 2003
Skills
Public Speaking, Higher Education, Research, Data Analysis, Stata, Databases, Microsoft Office, PowerPoint, Java, Microsoft Excel, Program Development, Access, Customer Service, Leadership
Education
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Brandeis University
MA, Computer Science
Suffolk University
MBA
Amy Fontaine Amy Fontaine's Fidelity Investments Experience August 2007 - Present
Job Senior Fund Reporting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Investors Bank & Trust June 2001 - August 2007
Education
Brandeis University 2004 — 2006
Masters, Finance
Springfield College 1997 — 2001
Bachelors, Business Management
Fidelity Investments August 2007 - Present
Investors Bank & Trust June 2001 - August 2007
Education
Brandeis University 2004 — 2006
Masters, Finance
Springfield College 1997 — 2001
Bachelors, Business Management
Elisa Phillips Elisa Phillips's Fidelity Investments Experience August 1999 - October 2013
Job Financial Services Technology Specialist
Industry Information Technology and Services
Experience
Community Service - Volunteerism August 2014 - Present
Fidelity Investments August 1999 - October 2013
WellsPark Group March 1996 - July 1999
Direct to Retail January 1995 - March 1996
Skills
SQL, SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Requirements Gathering, Data Analysis, Process Improvement, Software Development, Databases, Business Analysis, Enterprise Software, Reference Data, Relational Databases, Vendor Management, Software Documentation, Database Design, Software Testing, Data Acquisition, Leadership
Education
Brandeis University
Bachelor of Arts (BA) cum laude, Economics
Wake Technical Community College
Business Analytics; current student
Community Service - Volunteerism August 2014 - Present
Fidelity Investments August 1999 - October 2013
WellsPark Group March 1996 - July 1999
Direct to Retail January 1995 - March 1996
Skills
SQL, SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Requirements Gathering, Data Analysis, Process Improvement, Software Development, Databases, Business Analysis, Enterprise Software, Reference Data, Relational Databases, Vendor Management, Software Documentation, Database Design, Software Testing, Data Acquisition, Leadership
Education
Brandeis University
Bachelor of Arts (BA) cum laude, Economics
Wake Technical Community College
Business Analytics; current student
Audrey E. Brown, MS, PMP, CSOX, CSM Audrey E. Brown, MS, PMP, CSOX, CSM's Fidelity Investments Experience 2011 - 2012
Job Psychology & Organizational Change/Program Management
Industry Management Consulting
Experience
World Travel Holdings April 2015 - Present
TIAA-CREF Retirement Services 2013 - 2014
Liberty Mutual Insurance Company 2012 - 2013
Fidelity Investments 2011 - 2012
Thomson Reuters 2009 - 2010
State Street Bank 2008 - 2008
JPMorgan Chase January 2007 - December 2007
Fidelity Investments & Dentaquest Ventures 2003 - 2006
Boston Financial Data Services 2000 - 2003
Mellon Financial 1998 - 2000
Skills
Change Management, Strategic Planning, Organizational..., Resources Management, Cost Control, Expense Reduction, Lean Six Sigma, Team Leadership &..., Process Redesign, Process Improvement, Policy & Procedure..., Risk Management, Risk Assessment, Organizational..., Business Analysis, Vendor Management, Integration, Quality Assurance, CRM, Cross-functional Team..., Management Consulting, Program Management, Project Management, Leadership, Business Strategy, Business Transformation, Transformational..., Organizational..., Sarbanes-Oxley Act, Corporate Governance, Ethics, Team Building, PMP, Software Project..., Training, Business Process..., Six Sigma, Budgets, Agile Methodologies, Management
Education
University of the Rockies, Doctoral Candidate (2015)
Doctor of Psychology (PsyD), Organizational Leadership
New England College of Business & Finance
Master's Candidate, Master of Science (MS), Business Ethics & Compliance
Brandeis University
Master of Science (MS), Management of Program & Projects
Morgan State University
Bachelor of Science in Business Administration (BSBA), Accounting & Management
World Travel Holdings April 2015 - Present
TIAA-CREF Retirement Services 2013 - 2014
Liberty Mutual Insurance Company 2012 - 2013
Fidelity Investments 2011 - 2012
Thomson Reuters 2009 - 2010
State Street Bank 2008 - 2008
JPMorgan Chase January 2007 - December 2007
Fidelity Investments & Dentaquest Ventures 2003 - 2006
Boston Financial Data Services 2000 - 2003
Mellon Financial 1998 - 2000
Skills
Change Management, Strategic Planning, Organizational..., Resources Management, Cost Control, Expense Reduction, Lean Six Sigma, Team Leadership &..., Process Redesign, Process Improvement, Policy & Procedure..., Risk Management, Risk Assessment, Organizational..., Business Analysis, Vendor Management, Integration, Quality Assurance, CRM, Cross-functional Team..., Management Consulting, Program Management, Project Management, Leadership, Business Strategy, Business Transformation, Transformational..., Organizational..., Sarbanes-Oxley Act, Corporate Governance, Ethics, Team Building, PMP, Software Project..., Training, Business Process..., Six Sigma, Budgets, Agile Methodologies, Management
Education
University of the Rockies, Doctoral Candidate (2015)
Doctor of Psychology (PsyD), Organizational Leadership
New England College of Business & Finance
Master's Candidate, Master of Science (MS), Business Ethics & Compliance
Brandeis University
Master of Science (MS), Management of Program & Projects
Morgan State University
Bachelor of Science in Business Administration (BSBA), Accounting & Management
Derek Ruzycki Derek Ruzycki's Fidelity Investments Experience January 2007 - September 2013
Job Brokerage Operations Representative Seeking New Opportunities
Industry Financial Services
Experience
Fidelity Investments January 2007 - September 2013
Fidelity Investments August 2004 - January 2007
Fidelity Investments September 2003 - August 2004
Fidelity Investments March 1999 - August 2003
Skills
Mutual Funds, Process Improvement, Investments, Risk Management, Business Analysis, Customer Service, Data Analysis, Project Management, Leadership, Microsoft Excel, Securities, Finance, Opening New Accounts, Maintenance Management, Money Transfers
Education
Bridgewater State University 1991 — 1994
Bachelor of Science (BS), Sociology, 3.2
Massasoit Community College 1988 — 1991
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Fidelity Investments January 2007 - September 2013
Fidelity Investments August 2004 - January 2007
Fidelity Investments September 2003 - August 2004
Fidelity Investments March 1999 - August 2003
Skills
Mutual Funds, Process Improvement, Investments, Risk Management, Business Analysis, Customer Service, Data Analysis, Project Management, Leadership, Microsoft Excel, Securities, Finance, Opening New Accounts, Maintenance Management, Money Transfers
Education
Bridgewater State University 1991 — 1994
Bachelor of Science (BS), Sociology, 3.2
Massasoit Community College 1988 — 1991
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Joe Eisenbies Joe Eisenbies's Fidelity Investments Experience June 2013 - August 2013
Job Treasury Analyst at Santander Bank, N.A.
Industry Investment Management
Experience
Santander Bank, N.A. September 2014 - Present
Fidelity Investments June 2013 - August 2013
Foliage June 2011 - August 2012
Black Rock Country Club June 2008 - August 2009
Skills
Leadership, Dependable Team Player, Data Analysis, Investments, Quick & Eager Learner, Economics, Microsoft Excel, Determination, Microsoft Office, Management
Education
Brandeis University 2012 — 2014
Master's degree, International Finance and Economics
Brandeis University 2009 — 2013
Bachelor's degree, Business/Commerce, General
Santander Bank, N.A. September 2014 - Present
Fidelity Investments June 2013 - August 2013
Foliage June 2011 - August 2012
Black Rock Country Club June 2008 - August 2009
Skills
Leadership, Dependable Team Player, Data Analysis, Investments, Quick & Eager Learner, Economics, Microsoft Excel, Determination, Microsoft Office, Management
Education
Brandeis University 2012 — 2014
Master's degree, International Finance and Economics
Brandeis University 2009 — 2013
Bachelor's degree, Business/Commerce, General
Peter Skomoroch Peter Skomoroch's Fidelity Investments Experience October 2003 - April 2004
Job Elusive Data Scientist
Industry Internet
Experience
[Something new] January 2015 - Present
Fliptop (acquired by LinkedIn) January 2014 - February 2015
Data Collective May 2012 - December 2014
LinkedIn September 2009 - October 2013
Common Crawl November 2011 - September 2013
Data Wrangling 2006 - September 2009
Juice Analytics 2008 - 2009
AOL 2006 - 2007
MIT Lincoln Laboratory April 2004 - July 2006
Fidelity Investments October 2003 - April 2004
Skills
Machine Learning, Hadoop, Big Data, Data Mining, Data Analysis, Python, Data Science, Statistics, Collaborative Filtering, Product Management, MapReduce, Analytics, Data Visualization, Recommender Systems, Algorithms, Statistical Learning, Public Speaking, Datasets, Text Mining, SciPy, Natural Language..., Artificial Intelligence, Information Retrieval, Apache Pig, Ruby, Amazon Web Services..., Hive, Ruby on Rails, Text Classification, Information Extraction, Amazon EC2, Cloud Computing, Amazon Mechanical Turk, R, Linkedin Endorsements, Rapid Prototyping, Sinatra, Django, Voldemort, Neural Networks, Mashups, Lucene, NoSQL, Putting Out Fires, Soul Retrieval, Distributed Systems, Yacht Racing, Slack, Time Travel
Education
Massachusetts Institute of Technology 2004 — 2005
Nondegree Student, Machine Learning
Brandeis University 1996 — 2000
B.S., Mathematics, Physics
[Something new] January 2015 - Present
Fliptop (acquired by LinkedIn) January 2014 - February 2015
Data Collective May 2012 - December 2014
LinkedIn September 2009 - October 2013
Common Crawl November 2011 - September 2013
Data Wrangling 2006 - September 2009
Juice Analytics 2008 - 2009
AOL 2006 - 2007
MIT Lincoln Laboratory April 2004 - July 2006
Fidelity Investments October 2003 - April 2004
Skills
Machine Learning, Hadoop, Big Data, Data Mining, Data Analysis, Python, Data Science, Statistics, Collaborative Filtering, Product Management, MapReduce, Analytics, Data Visualization, Recommender Systems, Algorithms, Statistical Learning, Public Speaking, Datasets, Text Mining, SciPy, Natural Language..., Artificial Intelligence, Information Retrieval, Apache Pig, Ruby, Amazon Web Services..., Hive, Ruby on Rails, Text Classification, Information Extraction, Amazon EC2, Cloud Computing, Amazon Mechanical Turk, R, Linkedin Endorsements, Rapid Prototyping, Sinatra, Django, Voldemort, Neural Networks, Mashups, Lucene, NoSQL, Putting Out Fires, Soul Retrieval, Distributed Systems, Yacht Racing, Slack, Time Travel
Education
Massachusetts Institute of Technology 2004 — 2005
Nondegree Student, Machine Learning
Brandeis University 1996 — 2000
B.S., Mathematics, Physics
Manny Bernardo Manny Bernardo's Fidelity Investments Experience April 2010 - Present
Job Director, Enterprise Identity Administration & Governance Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Fidelity Investments March 2008 - April 2010
Fidelity Investments August 2004 - March 2008
Fidelity Investments July 2002 - August 2004
Fidelity Investments July 1997 - July 2002
Kwasha Lipton / Coopers & Lybrand April 1994 - July 1997
Sikorsky Aircraft 1992 - 1993
Skills
Program Management, Project Management, Product Management, Technology Product..., Identity Management, Access Management, Access Control, Information Security, Agile & Waterfall..., Portfolio Management, Business Analysis, Requirements Analysis, IT Portfolio, SDLC, Oracle SQL, Sybase, Large Systems Design, Systems Engineering
Education
Brandeis University 2001 — 2003
Master of Science (M.S.)
University of Massachusetts, Amherst 1987 — 1993
Bachelor of Science (B.S.)
Fidelity Investments April 2010 - Present
Fidelity Investments March 2008 - April 2010
Fidelity Investments August 2004 - March 2008
Fidelity Investments July 2002 - August 2004
Fidelity Investments July 1997 - July 2002
Kwasha Lipton / Coopers & Lybrand April 1994 - July 1997
Sikorsky Aircraft 1992 - 1993
Skills
Program Management, Project Management, Product Management, Technology Product..., Identity Management, Access Management, Access Control, Information Security, Agile & Waterfall..., Portfolio Management, Business Analysis, Requirements Analysis, IT Portfolio, SDLC, Oracle SQL, Sybase, Large Systems Design, Systems Engineering
Education
Brandeis University 2001 — 2003
Master of Science (M.S.)
University of Massachusetts, Amherst 1987 — 1993
Bachelor of Science (B.S.)
Daniel Mejia-Onat's Fidelity Investments Experience March 2010 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Fidelity Investments June 2009 - December 2009
Fidelity Investments January 2005 - February 2009
Fidelity Investments January 2002 - January 2005
Fidelity Investments July 2000 - December 2001
Fidelity Investments June 1999 - July 2000
Fidelity Investments April 1995 - June 1999
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Technical Writing, Business Process..., Testing, Requirements Analysis
Education
Brandeis University 1992 — 2006
Brookline Highschool
Fidelity Investments March 2010 - Present
Fidelity Investments June 2009 - December 2009
Fidelity Investments January 2005 - February 2009
Fidelity Investments January 2002 - January 2005
Fidelity Investments July 2000 - December 2001
Fidelity Investments June 1999 - July 2000
Fidelity Investments April 1995 - June 1999
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Technical Writing, Business Process..., Testing, Requirements Analysis
Education
Brandeis University 1992 — 2006
Brookline Highschool
Ada Chan Ada Chan's Fidelity Investments Experience 1991 - 2001
Job Real Estate Broker at Realty ONE Group
Industry Real Estate
Experience
Realty ONE Group September 2014 - Present
EXACT Real Estate June 2010 - Present
Hillside Properties June 2012 - August 2014
RE/MAX First Realty February 1995 - December 2009
Fidelity Investments 1991 - 2001
Stratus Computer February 1987 - November 1991
Computervision February 1984 - November 1986
Skills
Sellers, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate, Relocation, Investors, Buyer Representation, Condos, Referrals, New Home Sales, Single Family Homes, Listings, Luxury, Real Property, Residential Homes, REO, ABR, Real Estate Transactions
Education
UCLA Extension Architecture and Interior Design 2013 — 2015
Interior Architecture
Brandeis University 1979 — 1983
Bachelor's Degree, Computer Software Engineering
Realty ONE Group September 2014 - Present
EXACT Real Estate June 2010 - Present
Hillside Properties June 2012 - August 2014
RE/MAX First Realty February 1995 - December 2009
Fidelity Investments 1991 - 2001
Stratus Computer February 1987 - November 1991
Computervision February 1984 - November 1986
Skills
Sellers, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate, Relocation, Investors, Buyer Representation, Condos, Referrals, New Home Sales, Single Family Homes, Listings, Luxury, Real Property, Residential Homes, REO, ABR, Real Estate Transactions
Education
UCLA Extension Architecture and Interior Design 2013 — 2015
Interior Architecture
Brandeis University 1979 — 1983
Bachelor's Degree, Computer Software Engineering
Alex Likerman, MBA's Fidelity Investments Experience June 2007 - December 2008
Job Finance Consultant at National Grid
Industry Hospital & Health Care
Experience
National Grid May 2014 - Present
Courion Corporation January 2014 - May 2014
athenahealth June 2012 - December 2013
National Grid January 2012 - June 2012
inVentiv Health July 2011 - December 2011
Clinical Data, Inc. December 2008 - June 2011
Fidelity Investments June 2007 - December 2008
Affymetrix September 2001 - June 2007
Genuity, Inc January 1998 - August 2001
Papa Gino's June 1996 - January 1998
Skills
Forecasting, Financial Modeling, Financial Analysis, Budgets, Financial Reporting, Variance Analysis, Strategy, Auditing, Data Analysis, Consolidation, Business Planning, Financial Forecasting, Essbase, Business Analysis, Business Strategy, Customer Service, Managerial Finance, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Due Diligence, Mergers & Acquisitions, Analytics, Cash Flow, Management, Analysis, Excel, Budget Management, Decision Support, Outstanding Customer..., Public Speaking, Mentoring, Budgeting, Financial Management, Process Improvement, Financial Planning, Cognos, Corporate Finance, Valuation, Finance, Strategic Planning, Leadership
Education
Boston University Graduate School of Management 1997 — 2000
MBA, Finance
Brandeis University 1992 — 1996
BA, Economics
Newton North High School 1989 — 1992
National Grid May 2014 - Present
Courion Corporation January 2014 - May 2014
athenahealth June 2012 - December 2013
National Grid January 2012 - June 2012
inVentiv Health July 2011 - December 2011
Clinical Data, Inc. December 2008 - June 2011
Fidelity Investments June 2007 - December 2008
Affymetrix September 2001 - June 2007
Genuity, Inc January 1998 - August 2001
Papa Gino's June 1996 - January 1998
Skills
Forecasting, Financial Modeling, Financial Analysis, Budgets, Financial Reporting, Variance Analysis, Strategy, Auditing, Data Analysis, Consolidation, Business Planning, Financial Forecasting, Essbase, Business Analysis, Business Strategy, Customer Service, Managerial Finance, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Due Diligence, Mergers & Acquisitions, Analytics, Cash Flow, Management, Analysis, Excel, Budget Management, Decision Support, Outstanding Customer..., Public Speaking, Mentoring, Budgeting, Financial Management, Process Improvement, Financial Planning, Cognos, Corporate Finance, Valuation, Finance, Strategic Planning, Leadership
Education
Boston University Graduate School of Management 1997 — 2000
MBA, Finance
Brandeis University 1992 — 1996
BA, Economics
Newton North High School 1989 — 1992
Scott Dietsch Scott Dietsch's Fidelity Investments Experience August 2006 - February 2009
Job Customer Care Representative at WellPoint
Industry Financial Services
Experience
WellPoint June 2011 - Present
Procter & Gamble November 2010 - April 2011
Aerotek Professional Services August 2009 - April 2010
Fidelity Investments August 2006 - February 2009
Swordfish Solutions September 2004 - September 2006
Computer Creations November 1993 - April 2001
Computer Discount Center August 1991 - March 1993
Macola, Inc. January 1986 - January 1991
Education
Cincinnati State Technical and Community College 2001 — 2002
Database Management Systems
Bowling Green State University 1981 — 1985
Bachelor of Science, Management Information Systems & Marketing
WellPoint June 2011 - Present
Procter & Gamble November 2010 - April 2011
Aerotek Professional Services August 2009 - April 2010
Fidelity Investments August 2006 - February 2009
Swordfish Solutions September 2004 - September 2006
Computer Creations November 1993 - April 2001
Computer Discount Center August 1991 - March 1993
Macola, Inc. January 1986 - January 1991
Education
Cincinnati State Technical and Community College 2001 — 2002
Database Management Systems
Bowling Green State University 1981 — 1985
Bachelor of Science, Management Information Systems & Marketing
Kelly Cardwell Kelly Cardwell's Fidelity Investments Experience June 2001 - March 2007
Job Owner, Central Square Management LLC
Industry Investment Management
Experience
Central Square Management LLC April 2007 - Present
Fidelity Investments June 2001 - March 2007
Fidelity Investments August 1997 - June 2001
Skills
Hedge Funds, Asset Allocation, Alternative Investments, Investments, Equities, Asset Managment, Bloomberg, Equity Research, Portfolio Management, Stock Picking
Education
Bradley University 1993 — 1997
Finance
Central Square Management LLC April 2007 - Present
Fidelity Investments June 2001 - March 2007
Fidelity Investments August 1997 - June 2001
Skills
Hedge Funds, Asset Allocation, Alternative Investments, Investments, Equities, Asset Managment, Bloomberg, Equity Research, Portfolio Management, Stock Picking
Education
Bradley University 1993 — 1997
Finance
Selma Mulabegovic's Fidelity Investments Experience March 1996 - March 1998
Job Head of Service Delivery Management for Americas, Data Center and Network Services
Industry Information Technology and Services
Experience
Takeda Oncology February 2015 - October 2015
Takeda Pharmaceuticals International Co. September 2013 - February 2015
Millennium Pharmaceuticals June 2011 - September 2013
Millennium Pharmaceuticals February 2006 - June 2011
Millennium Pharmaceuticals September 2003 - February 2006
Millennium Pharmaceuticals March 1998 - September 2003
Fidelity Investments March 1996 - March 1998
Skills
Computer System..., 21 CFR Part 11, Disaster Recovery, SDLC, SharePoint, Biotechnology, Business Analysis, IT Management, IT Strategy, Information Technology, Program Management, Project Management, Software Documentation, IT Operations, Pharmaceutical Industry, Management
Education
Brandeis University
MS, IT Management
University of Zagreb/Sveuciliste u Zagrebu
BS, Electrical Engineering
WUI
Takeda Oncology February 2015 - October 2015
Takeda Pharmaceuticals International Co. September 2013 - February 2015
Millennium Pharmaceuticals June 2011 - September 2013
Millennium Pharmaceuticals February 2006 - June 2011
Millennium Pharmaceuticals September 2003 - February 2006
Millennium Pharmaceuticals March 1998 - September 2003
Fidelity Investments March 1996 - March 1998
Skills
Computer System..., 21 CFR Part 11, Disaster Recovery, SDLC, SharePoint, Biotechnology, Business Analysis, IT Management, IT Strategy, Information Technology, Program Management, Project Management, Software Documentation, IT Operations, Pharmaceutical Industry, Management
Education
Brandeis University
MS, IT Management
University of Zagreb/Sveuciliste u Zagrebu
BS, Electrical Engineering
WUI
Shelly Kastner's Fidelity Investments Experience September 2012 - Present
Job Social Media Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments January 2007 - September 2012
Fidelity Investments May 2006 - December 2007
Fidelity Investments February 2004 - May 2006
Skills
Social Media, Social Media Marketing, Marketing Communications, Facebook, Marketing, Email Marketing, Blogging, Digital Marketing, Social Networking, Retirement Planning, Asset Allocation, 401k, Strategic Communications, Content Management, Certified Financial..., Personal Financial..., Retirement Savings, Annuity Sales, Investment Management, 401k Rollovers, Qualified Retirement...
Education
Brandeis University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Fidelity Investments September 2012 - Present
Fidelity Investments January 2007 - September 2012
Fidelity Investments May 2006 - December 2007
Fidelity Investments February 2004 - May 2006
Skills
Social Media, Social Media Marketing, Marketing Communications, Facebook, Marketing, Email Marketing, Blogging, Digital Marketing, Social Networking, Retirement Planning, Asset Allocation, 401k, Strategic Communications, Content Management, Certified Financial..., Personal Financial..., Retirement Savings, Annuity Sales, Investment Management, 401k Rollovers, Qualified Retirement...
Education
Brandeis University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Curtis Winn Curtis Winn's Fidelity Investments Experience September 2007 - December 2008
Job Vice President, Terminology Operations & Management at Intelligent Medical Objects
Industry Health, Wellness and Fitness
Experience
Intelligent Medical Objects April 2015 - Present
Intelligent Medical Objects December 2013 - March 2015
Intelligent Medical Objects September 2012 - December 2013
Collaborative Consulting March 2012 - September 2012
Best Doctors March 2011 - March 2012
Best Doctors July 2010 - March 2011
Best Doctors January 2009 - July 2010
LeapFrog Systems January 2009 - April 2009
Fidelity Investments September 2007 - December 2008
Fidelity Investments May 2006 - September 2007
Skills
Business Process..., Operations Management, Roadmap, Solution Design, IT Management, Team Building, Team Leadership, Business Process Design, Vendor Management, Program Management, Integration, Management, Project Planning, Strategy, Project Management, Software Project..., PMO, Product Management, Product Development, SDLC, Leadership, Risk Management, CRM, Project Portfolio..., Development Management, Resource Management, Business Analysis, Process Improvement, Agile Project Management, Systems Analysis, PMP, Analysis, Performance Management, Agile Methodologies, Solution Architecture, Requirements Management, Software Development, IT Strategy, Strategic Planning, User-centered Design, Concept Refinement, Business Architecture, Scrum, Requirements Analysis, Budgets, Team Management, Management Consulting
Education
Northeastern University - Graduate School of Business Administration 1996 — 1999
MBA, Management
Bridgewater State University 1988 — 1992
BS, Finance
Intelligent Medical Objects April 2015 - Present
Intelligent Medical Objects December 2013 - March 2015
Intelligent Medical Objects September 2012 - December 2013
Collaborative Consulting March 2012 - September 2012
Best Doctors March 2011 - March 2012
Best Doctors July 2010 - March 2011
Best Doctors January 2009 - July 2010
LeapFrog Systems January 2009 - April 2009
Fidelity Investments September 2007 - December 2008
Fidelity Investments May 2006 - September 2007
Skills
Business Process..., Operations Management, Roadmap, Solution Design, IT Management, Team Building, Team Leadership, Business Process Design, Vendor Management, Program Management, Integration, Management, Project Planning, Strategy, Project Management, Software Project..., PMO, Product Management, Product Development, SDLC, Leadership, Risk Management, CRM, Project Portfolio..., Development Management, Resource Management, Business Analysis, Process Improvement, Agile Project Management, Systems Analysis, PMP, Analysis, Performance Management, Agile Methodologies, Solution Architecture, Requirements Management, Software Development, IT Strategy, Strategic Planning, User-centered Design, Concept Refinement, Business Architecture, Scrum, Requirements Analysis, Budgets, Team Management, Management Consulting
Education
Northeastern University - Graduate School of Business Administration 1996 — 1999
MBA, Management
Bridgewater State University 1988 — 1992
BS, Finance
Bob Lepson, CFP®'s Fidelity Investments Experience 2004 - 2011
Job VPFinancial Planning at Braver Wealth Management
Industry Financial Services
Experience
Braver Wealth Management September 2011 - Present
Fidelity Investments 2004 - 2011
Fidelity Investments Life Insurance Company December 2000 - March 2004
North American Underwriting Managers 1998 - 2000
The Bulfinch Group 1994 - 1998
Chestnut Hill Financial Group 1991 - 1994
Education
Brandeis University
B.A., American Studies
Braver Wealth Management September 2011 - Present
Fidelity Investments 2004 - 2011
Fidelity Investments Life Insurance Company December 2000 - March 2004
North American Underwriting Managers 1998 - 2000
The Bulfinch Group 1994 - 1998
Chestnut Hill Financial Group 1991 - 1994
Education
Brandeis University
B.A., American Studies
Danielle M. O'Brien (Brown) Danielle M. O'Brien (Brown)'s Fidelity Investments Experience October 2003 - December 2004
Job Principal Broker at Parkway Real Estate
Industry Real Estate
Experience
Parkway Real Estate September 2014 - Present
Patch Realty Group April 2012 - October 2014
Realty Direct July 2010 - March 2012
Veritude (a Fidelity Investments Company) May 2007 - August 2011
National Financial (a Fidelity Investments Company) December 2004 - May 2007
Fidelity Investments October 2003 - December 2004
Spaulding & Slye Colliers June 2003 - October 2003
Fidelity Investments June 2000 - May 2003
Skills
Analysis, Online Marketing, Negotiation, Customer Experience, Personal Finance, Process Improvement, XHTML, HTML + CSS, Dreamweaver, Adobe Acrobat, Microsoft Office, FrontPage, Social Media, Online Advertising, Marketing, Management, HTML, Project Management
Education
University of Massachusetts Boston 2005 — 2009
MBA, Management - Internet Marketing
Bridgewater State University 1998 — 2002
BS, Management - Information Systems
The University of Connecticut 1997 — 1999
Civil Engineering
Parkway Real Estate September 2014 - Present
Patch Realty Group April 2012 - October 2014
Realty Direct July 2010 - March 2012
Veritude (a Fidelity Investments Company) May 2007 - August 2011
National Financial (a Fidelity Investments Company) December 2004 - May 2007
Fidelity Investments October 2003 - December 2004
Spaulding & Slye Colliers June 2003 - October 2003
Fidelity Investments June 2000 - May 2003
Skills
Analysis, Online Marketing, Negotiation, Customer Experience, Personal Finance, Process Improvement, XHTML, HTML + CSS, Dreamweaver, Adobe Acrobat, Microsoft Office, FrontPage, Social Media, Online Advertising, Marketing, Management, HTML, Project Management
Education
University of Massachusetts Boston 2005 — 2009
MBA, Management - Internet Marketing
Bridgewater State University 1998 — 2002
BS, Management - Information Systems
The University of Connecticut 1997 — 1999
Civil Engineering
Stuart Grief Stuart Grief's Fidelity Investments Experience 2008 - 2010
Job Managing Partner at Needham Strategic Advisors
Industry Management Consulting
Experience
Needham Strategic Advisors 2014 - Present
Steward Health Care 2011 - 2013
Fidelity Investments 2008 - 2010
Textron Inc. 2004 - 2008
Boston Consulting Group 1990 - 2004
Matra Datavision 1982 - 1988
Skills
Business Strategy, Acquisition Integration, Mergers, Change Management, Management Consulting, Shareholder Value, Mergers & Acquisitions, Succession Planning, Organizational..., Process Improvement, Strategic Planning, Talent Management, Strategy, Business Process..., Executive Management, Cross-functional Team..., Six Sigma, Management, Product Management, Competitive Analysis, Program Management, Financial Analysis, Leadership, Business Development, Analysis, Human Resources, Enterprise Software, Vision, Mentoring
Education
MIT Sloan School of Management 1988 — 1990
MS, Corporate Strategy
Brandeis University 1978 — 1982
BA, Computer Science, Economics
Needham Strategic Advisors 2014 - Present
Steward Health Care 2011 - 2013
Fidelity Investments 2008 - 2010
Textron Inc. 2004 - 2008
Boston Consulting Group 1990 - 2004
Matra Datavision 1982 - 1988
Skills
Business Strategy, Acquisition Integration, Mergers, Change Management, Management Consulting, Shareholder Value, Mergers & Acquisitions, Succession Planning, Organizational..., Process Improvement, Strategic Planning, Talent Management, Strategy, Business Process..., Executive Management, Cross-functional Team..., Six Sigma, Management, Product Management, Competitive Analysis, Program Management, Financial Analysis, Leadership, Business Development, Analysis, Human Resources, Enterprise Software, Vision, Mentoring
Education
MIT Sloan School of Management 1988 — 1990
MS, Corporate Strategy
Brandeis University 1978 — 1982
BA, Computer Science, Economics
Deborah Datz Deborah Datz's Fidelity Investments Experience 1987 - 1997
Job Licensed Professional Counselor at Private Practice
Industry Mental Health Care
Experience
Private Practice 2000 - Present
Private Practice May 1997 - Present
Fidelity Investments 1987 - 1997
Skills
Family Therapy, Psychology, Psychotherapy, Adolescents, Counseling Psychology, Behavioral Health, Self-esteem, Psychological Assessment, CBT, Therapists, Group Therapy, Mental Health Counseling, Mental Health, Anger Management, Treatment of depression, Life Transitions
Education
Tufts University 1998 — 2000
C.A.G.S., School Psychology
Tufts University 1997 — 1998
M.A., School Psychology
Brandeis University 1994 — 1997
Bachelor of Arts, Psychology, Sociology
Private Practice 2000 - Present
Private Practice May 1997 - Present
Fidelity Investments 1987 - 1997
Skills
Family Therapy, Psychology, Psychotherapy, Adolescents, Counseling Psychology, Behavioral Health, Self-esteem, Psychological Assessment, CBT, Therapists, Group Therapy, Mental Health Counseling, Mental Health, Anger Management, Treatment of depression, Life Transitions
Education
Tufts University 1998 — 2000
C.A.G.S., School Psychology
Tufts University 1997 — 1998
M.A., School Psychology
Brandeis University 1994 — 1997
Bachelor of Arts, Psychology, Sociology
Leonid Vernikov Leonid Vernikov's Fidelity Investments Experience January 1999 - June 2005
Job Software Engineer in Test II at NaviNet
Industry Information Technology and Services
Experience
NaviNet February 2013 - Present
State Street March 2010 - February 2013
Sophelle January 2010 - January 2012
Pearson April 2008 - November 2009
First Marblehead January 2006 - April 2008
IBT June 2005 - February 2006
Fidelity Investments January 1999 - June 2005
Skills
Test Automation, Quality Center, Test Planning, Agile Methodologies, Testing, QTP, Manual Testing, Test Management, Perl, Quality Assurance, Test Cases, Agile Testing, Java, WinRunner, Selenium, Web Applications, VBScript, LoadRunner
Education
Brandeis University 2003 — 2006
MSE, Software Engineering
University of Massachusetts Boston 1996 — 1999
BSCS, Computer Science
NaviNet February 2013 - Present
State Street March 2010 - February 2013
Sophelle January 2010 - January 2012
Pearson April 2008 - November 2009
First Marblehead January 2006 - April 2008
IBT June 2005 - February 2006
Fidelity Investments January 1999 - June 2005
Skills
Test Automation, Quality Center, Test Planning, Agile Methodologies, Testing, QTP, Manual Testing, Test Management, Perl, Quality Assurance, Test Cases, Agile Testing, Java, WinRunner, Selenium, Web Applications, VBScript, LoadRunner
Education
Brandeis University 2003 — 2006
MSE, Software Engineering
University of Massachusetts Boston 1996 — 1999
BSCS, Computer Science
Steven Barrie Steven Barrie's Fidelity Investments Experience February 2014 - Present
Job Senior Instructional Designer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments September 2011 - February 2014
Fidelity Investments January 2011 - September 2011
Dillards August 2009 - January 2011
Owens Community College August 2008 - May 2009
Bowling Green State University August 2007 - May 2009
Bowling Green State University January 2005 - May 2009
IntelliShop May 2008 - December 2008
Meijer July 2007 - August 2007
Johnny Rockets May 2007 - July 2007
Skills
Proofreading, Creative Writing, Editing, Books, Event Planning, Teaching, Storytelling, Publishing, Customer Service, Tutoring, Instructional Design, Literature, Teamwork, Sales, Budgets, Retail, Copy Editing, Higher Education, Blogging, Research, Community Outreach, Journalism
Education
Bowling Green State University 2003 — 2009
MA, BFA, Certificate in International Scientific and Technical Communication, Literature, Creative Writing, Technical Communication, English
Fidelity Investments February 2014 - Present
Fidelity Investments September 2011 - February 2014
Fidelity Investments January 2011 - September 2011
Dillards August 2009 - January 2011
Owens Community College August 2008 - May 2009
Bowling Green State University August 2007 - May 2009
Bowling Green State University January 2005 - May 2009
IntelliShop May 2008 - December 2008
Meijer July 2007 - August 2007
Johnny Rockets May 2007 - July 2007
Skills
Proofreading, Creative Writing, Editing, Books, Event Planning, Teaching, Storytelling, Publishing, Customer Service, Tutoring, Instructional Design, Literature, Teamwork, Sales, Budgets, Retail, Copy Editing, Higher Education, Blogging, Research, Community Outreach, Journalism
Education
Bowling Green State University 2003 — 2009
MA, BFA, Certificate in International Scientific and Technical Communication, Literature, Creative Writing, Technical Communication, English
Jim Neuwirth's Fidelity Investments Experience April 1987 - July 1993
Job President at 8 Acre Perspective
Industry Market Research
Experience
8 Acre Perspective August 2013 - Present
Northstar Research Partners May 2010 - July 2013
Northstar Research Partners November 2005 - April 2010
Neuwirth Research Inc. September 1994 - November 2005
Bankers Trust Private Bank August 1993 - September 1994
Fidelity Investments April 1987 - July 1993
Scudder Funds April 1990 - October 1991
Skills
Marketing Research, Quantitative Research, Qualitative Research, Segmentation, New Product Development, Thought Leadership, Customer Insight, Strategic Brand..., Customer Experience &..., Communications Testing, Advertising Research, Usability Research, Focus Groups, In-Depth Interviews, Bulletin Boards, Facilitated Workshops, Ethnography, Consumer Behaviour, Brand Equity, Survey Design, Online Marketing, Quantitative Analytics, Online Research, Competitive Intelligence, Business Strategy
Education
Brandeis University 1982 — 1986
BA, Economics
8 Acre Perspective August 2013 - Present
Northstar Research Partners May 2010 - July 2013
Northstar Research Partners November 2005 - April 2010
Neuwirth Research Inc. September 1994 - November 2005
Bankers Trust Private Bank August 1993 - September 1994
Fidelity Investments April 1987 - July 1993
Scudder Funds April 1990 - October 1991
Skills
Marketing Research, Quantitative Research, Qualitative Research, Segmentation, New Product Development, Thought Leadership, Customer Insight, Strategic Brand..., Customer Experience &..., Communications Testing, Advertising Research, Usability Research, Focus Groups, In-Depth Interviews, Bulletin Boards, Facilitated Workshops, Ethnography, Consumer Behaviour, Brand Equity, Survey Design, Online Marketing, Quantitative Analytics, Online Research, Competitive Intelligence, Business Strategy
Education
Brandeis University 1982 — 1986
BA, Economics
Eric Ganeles Eric Ganeles's Fidelity Investments Experience November 2004 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2004 - Present
Fidelity Investments January 1992 - June 2001
Skills
Asset Allocation, Equities, Retirement Planning, Estate Planning, Financial Planners, Investment Advisory, Asset Managment, Wealth Management, Sales Management, Operations Management, Risk Management, Compliance, Public Relations, Mentoring, Mortgage Banking, Financial Analysis, Portfolio Management, Investments, Financial Advisory, Series 7, Series 63
Education
Brandeis University International Business School 2011 — 2014
Master's Degree, Finance, with Distinction
Cornell University 1977 — 1981
Bachelor’s Degree, Music
Fidelity Investments November 2004 - Present
Fidelity Investments January 1992 - June 2001
Skills
Asset Allocation, Equities, Retirement Planning, Estate Planning, Financial Planners, Investment Advisory, Asset Managment, Wealth Management, Sales Management, Operations Management, Risk Management, Compliance, Public Relations, Mentoring, Mortgage Banking, Financial Analysis, Portfolio Management, Investments, Financial Advisory, Series 7, Series 63
Education
Brandeis University International Business School 2011 — 2014
Master's Degree, Finance, with Distinction
Cornell University 1977 — 1981
Bachelor’s Degree, Music
Howard Leicht's Fidelity Investments Experience 2000 - 2011
Job Java Engineer at Humedica (Optum Analytics)
Industry Computer Software
Experience
Humedica December 2014 - Present
Boston Children's Hospital September 2012 - December 2014
Wolters Kluwer Financial Services March 2012 - August 2012
Fidelity Investments 2000 - 2011
Eclipsys Corporation 1994 - 2000
Skills
Software Development, Agile Methodologies, XML, Microsoft SQL Server, SQL, Databases, Java Enterprise Edition, .NET, Software Engineering, SDLC, Web Services, C#, Oracle, Web Applications, Requirements Analysis, Software Project..., Visual Studio, JavaScript, Java, Windows, Scrum, Software Design, JSP, Spring, Web Development, Object Oriented Design, AJAX, Unix, IIS, HTML, CSS, Tomcat, Design Patterns, Database Design, Spring Framework
Education
Brandeis University
BA, Computer Science and Economics
Humedica December 2014 - Present
Boston Children's Hospital September 2012 - December 2014
Wolters Kluwer Financial Services March 2012 - August 2012
Fidelity Investments 2000 - 2011
Eclipsys Corporation 1994 - 2000
Skills
Software Development, Agile Methodologies, XML, Microsoft SQL Server, SQL, Databases, Java Enterprise Edition, .NET, Software Engineering, SDLC, Web Services, C#, Oracle, Web Applications, Requirements Analysis, Software Project..., Visual Studio, JavaScript, Java, Windows, Scrum, Software Design, JSP, Spring, Web Development, Object Oriented Design, AJAX, Unix, IIS, HTML, CSS, Tomcat, Design Patterns, Database Design, Spring Framework
Education
Brandeis University
BA, Computer Science and Economics
Luke Teece's Fidelity Investments Experience June 2012 - Present
Job Actuarial Associate at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments June 2012 - Present
LifePlans, Inc. March 2012 - June 2012
Skills
Mathematics, Excel, Word, Analysis, ProVal, Relius, Microsoft Excel, Retirement, Actuarial Science, Employee Benefits, Microsoft Office
Education
Brandeis University 2008 — 2012
BA, Mathematics, Psychology, Biology
University High School 2004 — 2008
Fidelity Investments June 2012 - Present
LifePlans, Inc. March 2012 - June 2012
Skills
Mathematics, Excel, Word, Analysis, ProVal, Relius, Microsoft Excel, Retirement, Actuarial Science, Employee Benefits, Microsoft Office
Education
Brandeis University 2008 — 2012
BA, Mathematics, Psychology, Biology
University High School 2004 — 2008
Adam Eisenberg's Fidelity Investments Experience August 2012 - Present
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
John Hancock July 2010 - July 2012
Skills
Excel, Bloomberg, Real Estate, Commercial Real Estate..., Financial Modeling, Economics, Equity Research, Debt Research, Timber Investment..., Low Income Housing Tax..., Investment Management, Equities, Asset Management, Research, Due Diligence, Data Analysis, Valuation, Microsoft Excel, Fixed Income
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MAief
Brandeis University 2005 — 2009
Bachelor of Arts
Tel Aviv University
Fidelity Investments August 2012 - Present
John Hancock July 2010 - July 2012
Skills
Excel, Bloomberg, Real Estate, Commercial Real Estate..., Financial Modeling, Economics, Equity Research, Debt Research, Timber Investment..., Low Income Housing Tax..., Investment Management, Equities, Asset Management, Research, Due Diligence, Data Analysis, Valuation, Microsoft Excel, Fixed Income
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MAief
Brandeis University 2005 — 2009
Bachelor of Arts
Tel Aviv University
Robert Light Robert Light's Fidelity Investments Experience 2003 - December 2008
Job Director of Program Management at Attivio
Industry Financial Services
Experience
Attivio February 2015 - Present
Attivio October 2012 - January 2015
Fidelity December 2008 - August 2012
Fidelity Investments 2003 - December 2008
Fidelity Investments 1999 - 2001
Skills
Software Project..., Agile, Problem Solving, Program Management, Coaching, Web Development, Web Project Management, Agile Methodologies, Enterprise Search, Team Management, Project Delivery, Management, Enterprise Software, SharePoint, SDLC, Vendor Management, Business Intelligence, Requirements Analysis, Leadership, Business Process, ERP, Business Analysis, Software Development, PMP, Unified Information...
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Information Systems
Brandeis University 1980 — 1984
BA, Economics, Cum Laude
Attivio February 2015 - Present
Attivio October 2012 - January 2015
Fidelity December 2008 - August 2012
Fidelity Investments 2003 - December 2008
Fidelity Investments 1999 - 2001
Skills
Software Project..., Agile, Problem Solving, Program Management, Coaching, Web Development, Web Project Management, Agile Methodologies, Enterprise Search, Team Management, Project Delivery, Management, Enterprise Software, SharePoint, SDLC, Vendor Management, Business Intelligence, Requirements Analysis, Leadership, Business Process, ERP, Business Analysis, Software Development, PMP, Unified Information...
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Information Systems
Brandeis University 1980 — 1984
BA, Economics, Cum Laude
Jonathan Weinert's Fidelity Investments Experience December 2003 - January 2008
Job Strategic Content Development at Philips Global Lighting Systems
Industry Marketing and Advertising
Experience
Philips Global Lighting Systems October 2013 - Present
Philips Color Kinetics 2008 - October 2013
Fidelity Investments December 2003 - January 2008
The Frameworx Company December 2002 - December 2003
!hey inc. December 1996 - December 2002
Skills
Marketing Communications, Content Development, Copywriting, Editing, Technical Writing, Web Design, Marketing, Web Content, Creative Writing, Publishing, Email Marketing, Literature Reviews, InDesign, Writing, Poetry, Editorial, User Experience, Book Design, Books, Publications, Press Releases, Newsletters, Adobe Creative Suite, Web Content Management, Illustrator, Creative Direction, Multimedia, Software Documentation, Content Management, Journalism, Copy Editing
Education
Spalding University 2003 — 2005
MFA in Writing, Poetry
Brandeis University 1977 — 1982
B.A., English and American Literature
Philips Global Lighting Systems October 2013 - Present
Philips Color Kinetics 2008 - October 2013
Fidelity Investments December 2003 - January 2008
The Frameworx Company December 2002 - December 2003
!hey inc. December 1996 - December 2002
Skills
Marketing Communications, Content Development, Copywriting, Editing, Technical Writing, Web Design, Marketing, Web Content, Creative Writing, Publishing, Email Marketing, Literature Reviews, InDesign, Writing, Poetry, Editorial, User Experience, Book Design, Books, Publications, Press Releases, Newsletters, Adobe Creative Suite, Web Content Management, Illustrator, Creative Direction, Multimedia, Software Documentation, Content Management, Journalism, Copy Editing
Education
Spalding University 2003 — 2005
MFA in Writing, Poetry
Brandeis University 1977 — 1982
B.A., English and American Literature
Alex Frumes's Fidelity Investments Experience 2000 - 2003
Job Associate Director, QA at DigitasLBi
Industry Information Technology and Services
Experience
DigitasLBi April 2011 - Present
OneShield August 2010 - April 2011
EMC January 2006 - July 2010
EMC September 2003 - January 2006
Fidelity Investments 2000 - 2003
ECS 1994 - 1999
EUTECNICS 1992 - 1994
Skills
Agile Methodologies, Unix, QTP, Software Development, Quality Center, Management, Test Automation, Information Technology, Selenium, Atlassian JIRA, SQL, Team Leadership, Relational Databases, Microsoft SQL Server, Problem Solving, Problem Analysis, Performance Testing, LoadRunner, Project Management, Software Quality..., Scripting, MS Project, Brio Reports, XML, Test Cases, Oracle, Java, Perl, SDLC, Databases, Software Documentation, Test Strategy, JIRA, Mentoring and Training, Team Building, Quality Engineering,, Digital Marketing..., IT Management, Database Management..., Strategic Negotiations, Cross-functional Team..., Software Engineering, Manual Testing, Business Analysis, Regression Testing, User Acceptance Testing, Scrum, Testing, Quality Assurance, Test Planning
Education
Brandeis University 2007 — 2010
Master of Science, Information Technology Management
WPI 1999 — 2000
Moscow Academy of Oil and Gas
Bachelor, Computer Science
DigitasLBi April 2011 - Present
OneShield August 2010 - April 2011
EMC January 2006 - July 2010
EMC September 2003 - January 2006
Fidelity Investments 2000 - 2003
ECS 1994 - 1999
EUTECNICS 1992 - 1994
Skills
Agile Methodologies, Unix, QTP, Software Development, Quality Center, Management, Test Automation, Information Technology, Selenium, Atlassian JIRA, SQL, Team Leadership, Relational Databases, Microsoft SQL Server, Problem Solving, Problem Analysis, Performance Testing, LoadRunner, Project Management, Software Quality..., Scripting, MS Project, Brio Reports, XML, Test Cases, Oracle, Java, Perl, SDLC, Databases, Software Documentation, Test Strategy, JIRA, Mentoring and Training, Team Building, Quality Engineering,, Digital Marketing..., IT Management, Database Management..., Strategic Negotiations, Cross-functional Team..., Software Engineering, Manual Testing, Business Analysis, Regression Testing, User Acceptance Testing, Scrum, Testing, Quality Assurance, Test Planning
Education
Brandeis University 2007 — 2010
Master of Science, Information Technology Management
WPI 1999 — 2000
Moscow Academy of Oil and Gas
Bachelor, Computer Science
Geoffrey Kirschbaum's Fidelity Investments Experience July 2007 - December 2009
Job Global Sourcing Manager at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. January 2011 - Present
Fidelity Investments July 2007 - December 2009
Fidelity Investments March 2000 - July 2007
Fidelity Investments December 1998 - March 2000
Fidelity Investments June 1996 - December 1998
OAK November 1995 - June 1996
WORCESTER PUBLISHING LTD January 1993 - October 1995
Boston Magazine December 1989 - December 1992
Walking Magazine October 1989 - November 1989
Boston Magazine November 1988 - September 1989
Skills
Executive Negotiations, Financial Analysis &..., Partner Relationship..., Vendor Management, Customer Relations, Contract Management, Budgeting, Service Delivery, Negotiation, Budgets, Customer Service, Program Management, Employee Benefits, Management, Project Management, Training, Contract Negotiation, Mergers & Acquisitions, Leadership, Risk Management, Procurement, Sourcing, Analysis
Education
Brandeis University 1983 — 1987
Bachelor of Arts, Psychology
Marsh & McLennan Companies, Inc. January 2011 - Present
Fidelity Investments July 2007 - December 2009
Fidelity Investments March 2000 - July 2007
Fidelity Investments December 1998 - March 2000
Fidelity Investments June 1996 - December 1998
OAK November 1995 - June 1996
WORCESTER PUBLISHING LTD January 1993 - October 1995
Boston Magazine December 1989 - December 1992
Walking Magazine October 1989 - November 1989
Boston Magazine November 1988 - September 1989
Skills
Executive Negotiations, Financial Analysis &..., Partner Relationship..., Vendor Management, Customer Relations, Contract Management, Budgeting, Service Delivery, Negotiation, Budgets, Customer Service, Program Management, Employee Benefits, Management, Project Management, Training, Contract Negotiation, Mergers & Acquisitions, Leadership, Risk Management, Procurement, Sourcing, Analysis
Education
Brandeis University 1983 — 1987
Bachelor of Arts, Psychology
Christine Bird's Fidelity Investments Experience September 2007 - December 2008
Job Information Systems QA at CRICO
Industry Information Technology and Services
Experience
CRICO September 2014 - Present
Boston Financial Data Services March 2014 - July 2014
BMC HealthNet Plan January 2013 - November 2013
BMC HealthNet Plan March 2009 - January 2013
Fidelity Investments September 2007 - December 2008
First Marblehead February 2005 - October 2007
Acadian Asset Management October 2006 - September 2007
American Student Assistance November 1998 - July 2004
American Student Assistance 1998 - 2004
Skills
Test Automation, Databases, Visio, User Acceptance Testing, Microsoft SQL Server, Defect Tracking, Process Improvement, Software Documentation, SharePoint, Test Management, Software Project..., WinRunner, QA Management, Healthcare Information..., Business Process..., VSS, Release Management, Vendor Management, Business Intelligence, Software Quality..., QA Engineering, Information Technology, VMware, Project Portfolio..., Environment Management, Quality Center, ALM, Management, Agile Testing, SQL, Regression Testing
Education
Bridgewater State University 1994 — 1996
MEd, Health Promotion
Worcester State University 1989 — 1991
MEd, Secondary Education
Isenberg School of Management, UMass Amherst 1983 — 1987
BBA, Marketing
CRICO September 2014 - Present
Boston Financial Data Services March 2014 - July 2014
BMC HealthNet Plan January 2013 - November 2013
BMC HealthNet Plan March 2009 - January 2013
Fidelity Investments September 2007 - December 2008
First Marblehead February 2005 - October 2007
Acadian Asset Management October 2006 - September 2007
American Student Assistance November 1998 - July 2004
American Student Assistance 1998 - 2004
Skills
Test Automation, Databases, Visio, User Acceptance Testing, Microsoft SQL Server, Defect Tracking, Process Improvement, Software Documentation, SharePoint, Test Management, Software Project..., WinRunner, QA Management, Healthcare Information..., Business Process..., VSS, Release Management, Vendor Management, Business Intelligence, Software Quality..., QA Engineering, Information Technology, VMware, Project Portfolio..., Environment Management, Quality Center, ALM, Management, Agile Testing, SQL, Regression Testing
Education
Bridgewater State University 1994 — 1996
MEd, Health Promotion
Worcester State University 1989 — 1991
MEd, Secondary Education
Isenberg School of Management, UMass Amherst 1983 — 1987
BBA, Marketing
Beverly Schaen's Fidelity Investments Experience August 2005 - December 2009
Job Senior Engineer at Philips
Industry Computer Software
Experience
Philips September 2009 - Present
Fidelity Investments August 2005 - December 2009
Staples October 2002 - December 2005
EMC July 1998 - November 2002
Mitech USA January 1996 - December 1998
Source For Automation January 1994 - September 1996
Skills
Quality Assurance, Testing, Process Improvement, Cross-functional Team..., Test Automation, Software Quality..., SDLC, SQL, Quality Center
Education
Bridgewater State University 1978 — 1982
BSCS, Computer Science
Philips September 2009 - Present
Fidelity Investments August 2005 - December 2009
Staples October 2002 - December 2005
EMC July 1998 - November 2002
Mitech USA January 1996 - December 1998
Source For Automation January 1994 - September 1996
Skills
Quality Assurance, Testing, Process Improvement, Cross-functional Team..., Test Automation, Software Quality..., SDLC, SQL, Quality Center
Education
Bridgewater State University 1978 — 1982
BSCS, Computer Science
Hemanshu Doshi Hemanshu Doshi's Fidelity Investments Experience June 1996 - June 1998
Job Enterpreneur / Mentor
Industry Computer Software
Experience
Innovation, Transformation, Strategy, Operations and Execution Consulting November 2012 - Present
Vantiv April 2013 - May 2014
Cisco January 2008 - August 2012
iSOA Group December 2006 - November 2007
Prolifics August 2004 - November 2006
Investment Fund January 2002 - December 2003
Bowstreet November 2000 - September 2001
Vignette June 1998 - November 2000
Fidelity Investments June 1996 - June 1998
Sybase December 1993 - June 1996
Skills
Information Technology, Java Enterprise Edition, Business Process..., Sales Enablement, Contract Negotiation, Middleware, Innovation, Incubation, Professional Services, Solution Selling, Solution Architecture, Solution Development, Technology Solutions, Strategic Planning, IT Strategy, Strategic Partnerships, Enterprise Architecture, P & L Ownership, New Business Development, IPO, Start-ups, New Ventures, GTM, Disruptive Technologies, Business Model..., Software Engineering, Leadership, Business Operations, Business, Enterprise Software, Cloud Computing, Sales, SaaS, Business Development, Management, SOA, Product Management, Big Data, Go-to-market Strategy, Strategy, Salesforce.com, P&L Management, Entrepreneurship, Software Industry, Business Strategy, Unified Communications, Business Alliances, Security, Data Center
Education
Utah State University 1989 — 1991
MS, Computer Science
University of Pune 1983 — 1988
BS, Electronics Engineering
Brandeis International Business School
Finance
Innovation, Transformation, Strategy, Operations and Execution Consulting November 2012 - Present
Vantiv April 2013 - May 2014
Cisco January 2008 - August 2012
iSOA Group December 2006 - November 2007
Prolifics August 2004 - November 2006
Investment Fund January 2002 - December 2003
Bowstreet November 2000 - September 2001
Vignette June 1998 - November 2000
Fidelity Investments June 1996 - June 1998
Sybase December 1993 - June 1996
Skills
Information Technology, Java Enterprise Edition, Business Process..., Sales Enablement, Contract Negotiation, Middleware, Innovation, Incubation, Professional Services, Solution Selling, Solution Architecture, Solution Development, Technology Solutions, Strategic Planning, IT Strategy, Strategic Partnerships, Enterprise Architecture, P & L Ownership, New Business Development, IPO, Start-ups, New Ventures, GTM, Disruptive Technologies, Business Model..., Software Engineering, Leadership, Business Operations, Business, Enterprise Software, Cloud Computing, Sales, SaaS, Business Development, Management, SOA, Product Management, Big Data, Go-to-market Strategy, Strategy, Salesforce.com, P&L Management, Entrepreneurship, Software Industry, Business Strategy, Unified Communications, Business Alliances, Security, Data Center
Education
Utah State University 1989 — 1991
MS, Computer Science
University of Pune 1983 — 1988
BS, Electronics Engineering
Brandeis International Business School
Finance
Brendan Cahill, CFP® Brendan Cahill, CFP®'s Fidelity Investments Experience June 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Ameriprise Financial Services, Inc. January 2005 - May 2014
United States Marine Corps May 1997 - May 2004
Education
Brandeis University International Business School 2013 — 2014
Master's Degree, Finance, 3.55
University of Massachusetts, Amherst
Bachelor's Degree, Concentration in Accounting and Finance, 3.6, Cum Laude
Fidelity Investments June 2014 - Present
Ameriprise Financial Services, Inc. January 2005 - May 2014
United States Marine Corps May 1997 - May 2004
Education
Brandeis University International Business School 2013 — 2014
Master's Degree, Finance, 3.55
University of Massachusetts, Amherst
Bachelor's Degree, Concentration in Accounting and Finance, 3.6, Cum Laude
Yelena Sherman's Fidelity Investments Experience 2000 - 2002
Job Business Support Manager at Columbia Threadneedle Investments
Industry Banking
Experience
Ameriprise Financial May 2010 - Present
Bank of America July 2008 - April 2010
Bank of America January 2007 - July 2008
Bank of America September 2005 - December 2006
CVS Corporation January 2003 - September 2005
Fidelity Investments 2000 - 2002
Skills
Business Analysis, Process Improvement, Project Management, Fixed Income, Investments, Leadership, Management, Databases, Analysis, Software Project..., MS Project, Risk Management, SharePoint, Portfolio Management, Visio, SQL, Microsoft SQL Server
Education
Brandeis University 2005 — 2009
Masters, Programs and Project Management
Bryant University 1998 — 2002
Bachelor's, Computer Information Systems
Ameriprise Financial May 2010 - Present
Bank of America July 2008 - April 2010
Bank of America January 2007 - July 2008
Bank of America September 2005 - December 2006
CVS Corporation January 2003 - September 2005
Fidelity Investments 2000 - 2002
Skills
Business Analysis, Process Improvement, Project Management, Fixed Income, Investments, Leadership, Management, Databases, Analysis, Software Project..., MS Project, Risk Management, SharePoint, Portfolio Management, Visio, SQL, Microsoft SQL Server
Education
Brandeis University 2005 — 2009
Masters, Programs and Project Management
Bryant University 1998 — 2002
Bachelor's, Computer Information Systems
Tollan Renner's Fidelity Investments Experience November 2013 - July 2014
Job Real Estate MA Candidate at Brandeis International Business School
Industry Real Estate
Experience
Brookwood Financial Partners May 2015 - August 2015
Fidelity Investments November 2013 - July 2014
Skills
Microsoft Office, Data Analysis, Leadership, Statistics, Microsoft Excel, Research, PowerPoint, Economics, Microsoft Word, Financial Analysis, Public Speaking, Analysis, Investments, Teaching, Management, Finance, Time Management, Market Research, Community Outreach, Social Media, Teamwork, Customer Service, SPSS, Access, Bloomberg, Project Management, Financial Modeling, Stata, Sales, Communication, Asset Management, Corporate Finance, R, JMP, Matlab, Programming, Profit Analysis, HTML 5, Coding Languages, Real Estate, Series 7, Series 63, Series 66, Asset Allocation, Argus Modeling, Excel VBA, RStudio, Valuation
Education
Brandeis International Business School 2014 — 2016
Master of Arts (MA), Lemberg - International Economics and Finance, GPA: 3.5/4.0
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), B.S. in Statistics / B.S. in Economics -- summa cum laude, GPA: 3.8/4.0, University Honors Program
Hollis Brookline High School 2005 — 2009
High School Diploma, Advanced Placement (AP) Scholar with Distinction, A
Brookwood Financial Partners May 2015 - August 2015
Fidelity Investments November 2013 - July 2014
Skills
Microsoft Office, Data Analysis, Leadership, Statistics, Microsoft Excel, Research, PowerPoint, Economics, Microsoft Word, Financial Analysis, Public Speaking, Analysis, Investments, Teaching, Management, Finance, Time Management, Market Research, Community Outreach, Social Media, Teamwork, Customer Service, SPSS, Access, Bloomberg, Project Management, Financial Modeling, Stata, Sales, Communication, Asset Management, Corporate Finance, R, JMP, Matlab, Programming, Profit Analysis, HTML 5, Coding Languages, Real Estate, Series 7, Series 63, Series 66, Asset Allocation, Argus Modeling, Excel VBA, RStudio, Valuation
Education
Brandeis International Business School 2014 — 2016
Master of Arts (MA), Lemberg - International Economics and Finance, GPA: 3.5/4.0
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), B.S. in Statistics / B.S. in Economics -- summa cum laude, GPA: 3.8/4.0, University Honors Program
Hollis Brookline High School 2005 — 2009
High School Diploma, Advanced Placement (AP) Scholar with Distinction, A
Cristian Jacota Cristian Jacota's Fidelity Investments Experience July 2014 - March 2015
Job HR Business Analyst at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments July 2014 - March 2015
Fidelity Investments 2014 - 2015
Cisco Systems September 2012 - May 2014
Cisco Systems, Inc January 2008 - September 2012
GlaxoSmithKline February 2006 - August 2007
Olympus America Inc January 2001 - January 2005
Hearst Business Communication 1999 - 2000
Skills
Business Intelligence, Microsoft Excel, Microsoft Word, Data Analysis, Oracle, Oracle HR, Oracle Applications, Oracle Discoverer, Workforce Information..., Compensation Planner, Powerpoint, Oracle Reports, Siebel 7.x, Ad Hoc Reporting, Business Analysis, Cisco Audit..., TeamMate, IT Audit, Internal Audit
Education
Bramson ORT College 1999 — 2001
Associate of Arts and Sciences (AAS), Computer Science
JD Edwards Atlanta Training Center
Certificate, Inventory Management
Fidelity Investments July 2014 - March 2015
Fidelity Investments 2014 - 2015
Cisco Systems September 2012 - May 2014
Cisco Systems, Inc January 2008 - September 2012
GlaxoSmithKline February 2006 - August 2007
Olympus America Inc January 2001 - January 2005
Hearst Business Communication 1999 - 2000
Skills
Business Intelligence, Microsoft Excel, Microsoft Word, Data Analysis, Oracle, Oracle HR, Oracle Applications, Oracle Discoverer, Workforce Information..., Compensation Planner, Powerpoint, Oracle Reports, Siebel 7.x, Ad Hoc Reporting, Business Analysis, Cisco Audit..., TeamMate, IT Audit, Internal Audit
Education
Bramson ORT College 1999 — 2001
Associate of Arts and Sciences (AAS), Computer Science
JD Edwards Atlanta Training Center
Certificate, Inventory Management
Jane Phaneuf Jane Phaneuf's Fidelity Investments Experience January 1996 - December 2002
Job Salesforce Resources Manager at Cloud Sherpas (acquired Innoveer Solutions)
Industry Human Resources
Experience
Cloud Sherpas (acquired Innoveer Solutions 1/1/2013) July 2010 - Present
Kelmar Associates, LLC March 2008 - February 2010
Citizen Bank/Charter One Bank June 2003 - August 2007
Fidelity Investments January 1996 - December 2002
Skills
Talent Acquisition, College Recruiting, Applicant Tracking..., Employee Relations, Onboarding, Taleo, Recruiting, Sourcing, Personnel Management, HRIS, Organizational..., Performance Management, Talent Management, Employee Benefits, Succession Planning, Human Resources, CRM, Deferred Compensation, Benefits Management, Compensations, Salesforce.com, Workforce Planning, Screening, Leadership, Training, Management, Hiring, Temporary Placement, Program Management
Education
Bradford College
Cloud Sherpas (acquired Innoveer Solutions 1/1/2013) July 2010 - Present
Kelmar Associates, LLC March 2008 - February 2010
Citizen Bank/Charter One Bank June 2003 - August 2007
Fidelity Investments January 1996 - December 2002
Skills
Talent Acquisition, College Recruiting, Applicant Tracking..., Employee Relations, Onboarding, Taleo, Recruiting, Sourcing, Personnel Management, HRIS, Organizational..., Performance Management, Talent Management, Employee Benefits, Succession Planning, Human Resources, CRM, Deferred Compensation, Benefits Management, Compensations, Salesforce.com, Workforce Planning, Screening, Leadership, Training, Management, Hiring, Temporary Placement, Program Management
Education
Bradford College
Cory Hatch Cory Hatch's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2013 - January 2015
Fidelity Investments February 2012 - September 2013
EncoreRE November 2011 - February 2012
KW Commercial Real Estate - PPR Group Ogden Utah August 2011 - November 2011
NAI Global Corporate Solutions November 2010 - May 2011
NAI Utah Commercial Real Estate July 2010 - November 2010
NAI Utah Commercial Real Estate May 2009 - July 2010
Education
University of Phoenix 2012 — 2016
Attending, Business Finance
Bridgerland Applied Technology College 2009 — 2009
Real Estate License, Real Estate
Fidelity Investments January 2015 - Present
Fidelity Investments September 2013 - January 2015
Fidelity Investments February 2012 - September 2013
EncoreRE November 2011 - February 2012
KW Commercial Real Estate - PPR Group Ogden Utah August 2011 - November 2011
NAI Global Corporate Solutions November 2010 - May 2011
NAI Utah Commercial Real Estate July 2010 - November 2010
NAI Utah Commercial Real Estate May 2009 - July 2010
Education
University of Phoenix 2012 — 2016
Attending, Business Finance
Bridgerland Applied Technology College 2009 — 2009
Real Estate License, Real Estate
Len Goldberg's Fidelity Investments Experience September 2007 - October 2013
Job SharePoint Support Systems Analyst, SharePoint Trainer, SharePoint Editor, Website Content Editor, Business Liaison
Industry Internet
Experience
Liberty Mutual Insurance October 2013 - Present
Fidelity Investments September 2007 - October 2013
Fidelity Investments January 2005 - September 2007
Fleet Boston Financial Corp 2001 - 2004
Furniture.com April 1999 - December 2000
USWeb/CKS 1995 - 1999
Skills
SharePoint, User Experience, HTML, Web Design, CMS, Photoshop, Web Content Management, Google Analytics, Web Content, SEO, Web Development, CSS, Enterprise Content..., Web Editing, Web Graphics, Dreamweaver, Web Business Analysis, JIRA, Marketing, SharePoint Composites, InfoPath, InfoPath Forms
Education
Brandeis University
Bachelor of Arts (BA), Fine Arts - Art History
New Horizon 2013 — 2013
Sharepoint 5 day intensive
Mass Software Council Fellowship Program
certificate, Fellowship graduate
Liberty Mutual Insurance October 2013 - Present
Fidelity Investments September 2007 - October 2013
Fidelity Investments January 2005 - September 2007
Fleet Boston Financial Corp 2001 - 2004
Furniture.com April 1999 - December 2000
USWeb/CKS 1995 - 1999
Skills
SharePoint, User Experience, HTML, Web Design, CMS, Photoshop, Web Content Management, Google Analytics, Web Content, SEO, Web Development, CSS, Enterprise Content..., Web Editing, Web Graphics, Dreamweaver, Web Business Analysis, JIRA, Marketing, SharePoint Composites, InfoPath, InfoPath Forms
Education
Brandeis University
Bachelor of Arts (BA), Fine Arts - Art History
New Horizon 2013 — 2013
Sharepoint 5 day intensive
Mass Software Council Fellowship Program
certificate, Fellowship graduate
Andrew Cowenhoven's Fidelity Investments Experience September 2007 - March 2009
Job Senior Software Developer at Liberty International Underwriters
Industry Computer Software
Experience
Liberty International Underwriters July 2011 - Present
Dartmouth-Hitchcock Medical Center July 2011 - May 2012
Fidelity Investments September 2007 - March 2009
PixelMEDIA 2006 - 2007
Dartmouth Journal Services October 2003 - April 2006
HealthGate Data Corp. June 1999 - September 2003
Creative Data May 1996 - March 1998
Eastman Kodak March 1994 - June 1996
RealWorld Corp. 1990 - 1994
Skills
C#, XML, Ruby, Guidewire, SQL, JavaScript, jQuery, Visual Basic, Java, Software Development
Education
Brandeis University 2000 — 2002
Advanced Certifcate in Sofware Engineering
Liberty International Underwriters July 2011 - Present
Dartmouth-Hitchcock Medical Center July 2011 - May 2012
Fidelity Investments September 2007 - March 2009
PixelMEDIA 2006 - 2007
Dartmouth Journal Services October 2003 - April 2006
HealthGate Data Corp. June 1999 - September 2003
Creative Data May 1996 - March 1998
Eastman Kodak March 1994 - June 1996
RealWorld Corp. 1990 - 1994
Skills
C#, XML, Ruby, Guidewire, SQL, JavaScript, jQuery, Visual Basic, Java, Software Development
Education
Brandeis University 2000 — 2002
Advanced Certifcate in Sofware Engineering
Mathew Mason's Fidelity Investments Experience November 2005 - February 2006
Job Principal User Experience Architect at TandemSeven
Industry Design
Experience
TandemSeven February 2014 - Present
TandemSeven May 2010 - January 2014
Design and Usability Center at Bentley January 2010 - May 2010
Human Factors International November 2007 - January 2010
Human Factors International June 2006 - November 2007
Fidelity Investments November 2005 - February 2006
Verizon Labs February 2005 - October 2005
Aptima February 2004 - August 2004
K12 2003 - 2003
Skills
Human Computer..., Interaction Design, Usability Testing, Heuristic Evaluation, Task Analysis, User-centered Design, Usability Engineering, User Experience, Human Factors, Card Sorting, User Research, Contextual Inquiry, Information Architecture, Persona, Wire Framing, Usability, User Experience Design
Education
George Mason University 2002 — 2004
M.A., Psychology - Human Factors and Applied Congition
Brandeis University 1996 — 2000
M.A., Psychology
TandemSeven February 2014 - Present
TandemSeven May 2010 - January 2014
Design and Usability Center at Bentley January 2010 - May 2010
Human Factors International November 2007 - January 2010
Human Factors International June 2006 - November 2007
Fidelity Investments November 2005 - February 2006
Verizon Labs February 2005 - October 2005
Aptima February 2004 - August 2004
K12 2003 - 2003
Skills
Human Computer..., Interaction Design, Usability Testing, Heuristic Evaluation, Task Analysis, User-centered Design, Usability Engineering, User Experience, Human Factors, Card Sorting, User Research, Contextual Inquiry, Information Architecture, Persona, Wire Framing, Usability, User Experience Design
Education
George Mason University 2002 — 2004
M.A., Psychology - Human Factors and Applied Congition
Brandeis University 1996 — 2000
M.A., Psychology
Amie Synan, PMP's Fidelity Investments Experience 2006 - 2007
Job Operations Manager and Healthcare IT Recruiter at Bridgemore Concepts
Industry Management Consulting
Experience
Bridgemore Concepts 2012 - Present
Centric Consulting, LLC February 2005 - March 2012
Bridgemore Solutions LLC March 2012 - 2012
Fidelity Investments 2006 - 2007
Jack of All Games 2004 - 2007
CompuCom Systems, Inc. December 1998 - December 2004
Entex Information 1996 - 1998
Skills
Change Management, Project Management, Resource Management, Business Process..., IT Strategy, Risk Management, Consulting, IT Service Management, Management, Management Consulting, Process Improvement, Analysis, Enterprise Software, Leadership, Strategy
Education
Bradley University
Bachelor of Arts, International Studies
OHHS
Bridgemore Concepts 2012 - Present
Centric Consulting, LLC February 2005 - March 2012
Bridgemore Solutions LLC March 2012 - 2012
Fidelity Investments 2006 - 2007
Jack of All Games 2004 - 2007
CompuCom Systems, Inc. December 1998 - December 2004
Entex Information 1996 - 1998
Skills
Change Management, Project Management, Resource Management, Business Process..., IT Strategy, Risk Management, Consulting, IT Service Management, Management, Management Consulting, Process Improvement, Analysis, Enterprise Software, Leadership, Strategy
Education
Bradley University
Bachelor of Arts, International Studies
OHHS
Charles Frangis's Fidelity Investments Experience October 2000 - May 2004
Job Operational Transformation
Industry Management Consulting
Experience
Deloitte Consulting May 2009 - March 2014
United States Marine Corps September 2007 - December 2011
Fidelity Investments October 2000 - May 2004
Siemens September 1996 - July 2000
Ceridian April 1995 - April 1996
Nokia January 1993 - March 1995
Tetra-Pak Alfa Laval June 1992 - January 1993
Skills
Procurement, Procurement..., Government Procurement, Africa, Emerging Markets, International..., South East Asia, Middle East, Risk Management, Project Management, Education, Health, Leadership, Management, Cross-functional Team..., Process Improvement, Business Development, Training, Analysis, Operations Management, Marketing, New Business Development, Business Process..., Change Management, Management Consulting, Databases, Military, Business Process, Knowledge Management, Strategy, Team Leadership, Business Analysis, Business Transformation
Education
University of Virginia 2014 — 2014
Certificate, Purchasing, Procurement/Acquisitions and Contracts Management
University of Virginia 2014 — 2014
Graduate Certificate, Purchasing, Procurement/Acquisitions and Contracts Management
Brandeis University 2004 — 2007
MS, Projects and Program Management
Harvard University 2006 — 2006
Negotiating and Business Communication
The George Washington University 1987 — 1991
BA, Asian Studies
Deloitte Consulting May 2009 - March 2014
United States Marine Corps September 2007 - December 2011
Fidelity Investments October 2000 - May 2004
Siemens September 1996 - July 2000
Ceridian April 1995 - April 1996
Nokia January 1993 - March 1995
Tetra-Pak Alfa Laval June 1992 - January 1993
Skills
Procurement, Procurement..., Government Procurement, Africa, Emerging Markets, International..., South East Asia, Middle East, Risk Management, Project Management, Education, Health, Leadership, Management, Cross-functional Team..., Process Improvement, Business Development, Training, Analysis, Operations Management, Marketing, New Business Development, Business Process..., Change Management, Management Consulting, Databases, Military, Business Process, Knowledge Management, Strategy, Team Leadership, Business Analysis, Business Transformation
Education
University of Virginia 2014 — 2014
Certificate, Purchasing, Procurement/Acquisitions and Contracts Management
University of Virginia 2014 — 2014
Graduate Certificate, Purchasing, Procurement/Acquisitions and Contracts Management
Brandeis University 2004 — 2007
MS, Projects and Program Management
Harvard University 2006 — 2006
Negotiating and Business Communication
The George Washington University 1987 — 1991
BA, Asian Studies
Paul Ramsdell, CFP®'s Fidelity Investments Experience July 2011 - August 2013
Job Director, Investment Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - Strategic Advisers, Inc. January 2015 - Present
Fidelity Investments - Global Asset Allocation August 2013 - January 2015
Fidelity Investments July 2011 - August 2013
Fidelity Investments June 2010 - August 2011
Fidelity Investments October 2008 - December 2010
Fidelity Investments September 2006 - October 2008
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Brandeis University 2000 — 2004
BA, Politics
Fidelity Investments - Strategic Advisers, Inc. January 2015 - Present
Fidelity Investments - Global Asset Allocation August 2013 - January 2015
Fidelity Investments July 2011 - August 2013
Fidelity Investments June 2010 - August 2011
Fidelity Investments October 2008 - December 2010
Fidelity Investments September 2006 - October 2008
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Brandeis University 2000 — 2004
BA, Politics
Stephanie DeBeradinis's Fidelity Investments Experience 2004 - 2008
Job
Industry Information Technology and Services
Experience
Collaborative Consulting December 2012 - May 2013
Monster December 2009 - December 2012
Veritude/Fidelity Investments June 2009 - December 2009
Sepracor September 2008 - February 2009
Fidelity Investments 2004 - 2008
ADP 1997 - 2004
Army National Guard 1994 - 2000
Education
Brandeis University 2009 — 2012
MSE
University of Massachusetts, Amherst
BS
Collaborative Consulting December 2012 - May 2013
Monster December 2009 - December 2012
Veritude/Fidelity Investments June 2009 - December 2009
Sepracor September 2008 - February 2009
Fidelity Investments 2004 - 2008
ADP 1997 - 2004
Army National Guard 1994 - 2000
Education
Brandeis University 2009 — 2012
MSE
University of Massachusetts, Amherst
BS
Phyllis Sullivan's Fidelity Investments Experience August 2002 - Present
Job Human Resources Consultant
Industry Human Resources
Experience
Fidelity Investments August 2002 - Present
IBM July 1967 - July 2001
Education
Brenau University 1989 — 1994
Fidelity Investments August 2002 - Present
IBM July 1967 - July 2001
Education
Brenau University 1989 — 1994
Ellen Heller's Fidelity Investments Experience 1987 - 1997
Job Financial Services Executive and Not For Profit Board Member
Industry Financial Services
Experience
ESC of New England September 2013 - Present
Women of Means June 2013 - Present
Celebrity Series of Boston 2006 - December 2013
Women of Means June 2008 - June 2013
Ellen Heller Executive Search May 2009 - December 2011
Whitney Group March 1999 - October 2008
Fidelity Investments 1987 - 1997
Town & Country Manufacturing March 1984 - September 1987
Motorola, Inc 1978 - 1984
Skills
Recruiting, Organizational..., Executive Search, Investments, Human Resources, Equities, Leadership, Emerging Markets, Wealth Management, Executive Management, Alternative Investments, Investment Management, Mergers & Acquisitions, Financial Services, Management
Education
Andrew Warde
Brandeis University
B.A, Sociology/Pschology
Northeastern University
M.Ed
ESC of New England September 2013 - Present
Women of Means June 2013 - Present
Celebrity Series of Boston 2006 - December 2013
Women of Means June 2008 - June 2013
Ellen Heller Executive Search May 2009 - December 2011
Whitney Group March 1999 - October 2008
Fidelity Investments 1987 - 1997
Town & Country Manufacturing March 1984 - September 1987
Motorola, Inc 1978 - 1984
Skills
Recruiting, Organizational..., Executive Search, Investments, Human Resources, Equities, Leadership, Emerging Markets, Wealth Management, Executive Management, Alternative Investments, Investment Management, Mergers & Acquisitions, Financial Services, Management
Education
Andrew Warde
Brandeis University
B.A, Sociology/Pschology
Northeastern University
M.Ed
Stephanie Stagno's Fidelity Investments Experience 2010 - Present
Job Communications Consultant
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Fidelity Investments 2006 - 2009
Education
Brandeis University 1997 — 2001
B.A., English
Northeastern University
M.A., English
Fidelity Investments 2010 - Present
Fidelity Investments 2006 - 2009
Education
Brandeis University 1997 — 2001
B.A., English
Northeastern University
M.A., English
Greg Presayzen's Fidelity Investments Experience June 2001 - December 2002
Job
Industry Internet
Experience
IBM May 2014 - Present
IBM July 2007 - April 2014
IBM February 2005 - June 2007
IBM January 2003 - January 2005
Fidelity Investments June 2001 - December 2002
Hewlett-Packard June 1999 - September 2001
Skills
Project Management, Software Development, Knowledge Sharing, Social Software, Cloud Computing, Team Leadership, WebSphere Application..., Lotus Domino, DB2, LDAP, WebSphere Portal, SaaS, IBM Connections, Software Quality..., Relationship Management, Cognos, Lotus Connections, Websphere, Linux, Enterprise Software, AIX, Middleware, Lotus, Architecture, High Availability, Integration, Sametime, Pre-sales, Collaboration Solutions, Messaging, SOA, Social Business Design, IBM AIX, WebSphere, Enterprise Architecture, Solution Architecture
Education
Brandeis University
MS, Information Technology Management, 3.95 GPA
University of Massachusetts, Amherst
BS, Computer Science
IBM Global Sales School
IBM May 2014 - Present
IBM July 2007 - April 2014
IBM February 2005 - June 2007
IBM January 2003 - January 2005
Fidelity Investments June 2001 - December 2002
Hewlett-Packard June 1999 - September 2001
Skills
Project Management, Software Development, Knowledge Sharing, Social Software, Cloud Computing, Team Leadership, WebSphere Application..., Lotus Domino, DB2, LDAP, WebSphere Portal, SaaS, IBM Connections, Software Quality..., Relationship Management, Cognos, Lotus Connections, Websphere, Linux, Enterprise Software, AIX, Middleware, Lotus, Architecture, High Availability, Integration, Sametime, Pre-sales, Collaboration Solutions, Messaging, SOA, Social Business Design, IBM AIX, WebSphere, Enterprise Architecture, Solution Architecture
Education
Brandeis University
MS, Information Technology Management, 3.95 GPA
University of Massachusetts, Amherst
BS, Computer Science
IBM Global Sales School
Sen Liu's Fidelity Investments Experience July 2010 - Present
Job VP of Software Engineering and Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Skills
Software Project..., SDLC, Agile Methodologies, IT Strategy, C++, Project Management, PMP, Software Engineering, Architecture, SQL, Software Development, Architectures, Databases, Leadership, Program Management, Integration
Education
Brandeis University
Fidelity Investments July 2010 - Present
Skills
Software Project..., SDLC, Agile Methodologies, IT Strategy, C++, Project Management, PMP, Software Engineering, Architecture, SQL, Software Development, Architectures, Databases, Leadership, Program Management, Integration
Education
Brandeis University
Dan Zunitch's Fidelity Investments Experience 1991 - 2002
Job Owner, Business Point Systems
Industry Food & Beverages
Experience
Business Point Systems OwnerBusiness Point Systems2006 - Present
Fidelity Investments 1991 - 2002
LogicalisUS 1987 - 1991
Skills
Leadership, Business Strategy, Project Management, Event Management, Certified TIPS Trainer, Management
Education
Brandeis University 1980 — 1986
Business Point Systems OwnerBusiness Point Systems2006 - Present
Fidelity Investments 1991 - 2002
LogicalisUS 1987 - 1991
Skills
Leadership, Business Strategy, Project Management, Event Management, Certified TIPS Trainer, Management
Education
Brandeis University 1980 — 1986
Platt, Ian's Fidelity Investments Experience January 2005 - Present
Job Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Skills
USA PATRIOT Act, OFAC
Education
Brandeis University 1992 — 1996
Fidelity Investments January 2005 - Present
Skills
USA PATRIOT Act, OFAC
Education
Brandeis University 1992 — 1996
Phyllis Sullivan's Fidelity Investments Experience 2003 - 2008
Job Global Position Classification & Banding SME at IBM Corporation
Industry Financial Services
Experience
Assistance League of the Triangle Area June 2015 - Present
IBM Corporation June 2012 - June 2013
IBM Corporation August 2008 - June 2013
Fidelity Investments 2003 - 2008
Skills
Performance Management, Program Management, Analysis, Team Building, Data Analysis, Coaching, Management, Deferred Compensation, Negotiation, Change Management, Project Management, Vendor Management, Training, Process Improvement, Talent Management, Leadership, Organizational...
Education
North Carolina State University
Brenau University
Bachelor of Science (B.S.), Business Administration and Management, General
Shaw University
Assistance League of the Triangle Area June 2015 - Present
IBM Corporation June 2012 - June 2013
IBM Corporation August 2008 - June 2013
Fidelity Investments 2003 - 2008
Skills
Performance Management, Program Management, Analysis, Team Building, Data Analysis, Coaching, Management, Deferred Compensation, Negotiation, Change Management, Project Management, Vendor Management, Training, Process Improvement, Talent Management, Leadership, Organizational...
Education
North Carolina State University
Brenau University
Bachelor of Science (B.S.), Business Administration and Management, General
Shaw University
Jane Bright's Fidelity Investments Experience February 1990 - June 1997
Job CEO at BrightWork, Inc
Industry Internet
Experience
Brightwork Inc. January 2003 - Present
Creative Economy Association of the North Shore 2007 - 2010
HealthLink.org 1997 - 2009
Fidelity Investments February 1990 - June 1997
the Gillette Company 1974 - 1991
Skills
Business Strategy, Management Consulting, Management, Non-profits, Strategy, E-commerce, Leadership, Entrepreneurship, Social Media, Marketing Strategy, Social Networking, Human Resources, Web Design, Executive Management, SEM, SEO, Customer Service, Social Media Marketing, Lead Generation, Small Business, Public Relations, Fundraising, Employee Benefits, Public Speaking, Start-ups, Strategic Partnerships, New Business Development, Email Marketing, Online Marketing, Online Advertising, Photoshop, Nonprofits, Strategic Planning, Marketing, Marketing Communications, Business Development, Digital Marketing, Brand Development, Advertising, Integrated Marketing, Direct Marketing, Digital Media, Blogging, Sales, Event Management, Team Building, Newsletters, Facebook, Website Development, PPC
Education
Brandeis University
BA, Psychology
Brightwork Inc. January 2003 - Present
Creative Economy Association of the North Shore 2007 - 2010
HealthLink.org 1997 - 2009
Fidelity Investments February 1990 - June 1997
the Gillette Company 1974 - 1991
Skills
Business Strategy, Management Consulting, Management, Non-profits, Strategy, E-commerce, Leadership, Entrepreneurship, Social Media, Marketing Strategy, Social Networking, Human Resources, Web Design, Executive Management, SEM, SEO, Customer Service, Social Media Marketing, Lead Generation, Small Business, Public Relations, Fundraising, Employee Benefits, Public Speaking, Start-ups, Strategic Partnerships, New Business Development, Email Marketing, Online Marketing, Online Advertising, Photoshop, Nonprofits, Strategic Planning, Marketing, Marketing Communications, Business Development, Digital Marketing, Brand Development, Advertising, Integrated Marketing, Direct Marketing, Digital Media, Blogging, Sales, Event Management, Team Building, Newsletters, Facebook, Website Development, PPC
Education
Brandeis University
BA, Psychology
Kristen Liberman's Fidelity Investments Experience June 2002 - March 2007
Job Director of External Engagement at Simmons College Graduate School of Library and Information Science
Industry Libraries
Experience
Boston Architectural College Library December 2014 - Present
Simmons College Graduate School of Library and Information Science October 2013 - March 2014
Simmons College Graduate School of Library and Information Science 2008 - September 2013
Fidelity Investments June 2002 - March 2007
Ernst & Young 2007 - 2007
Fiducite 2001 - 2002
Ernst & Young 1997 - 2000
Lotus Development 1989 - 1997
Simmons College 1987 - 1988
Simmons College Libraries 1985 - 1987
Skills
Library, Knowledge Management
Education
Simmons College 1984 — 1987
M.S.L.S., Library and Information Science
Brandeis University 1973 — 1978
B.A., English and American Literature
Boston Architectural College Library December 2014 - Present
Simmons College Graduate School of Library and Information Science October 2013 - March 2014
Simmons College Graduate School of Library and Information Science 2008 - September 2013
Fidelity Investments June 2002 - March 2007
Ernst & Young 2007 - 2007
Fiducite 2001 - 2002
Ernst & Young 1997 - 2000
Lotus Development 1989 - 1997
Simmons College 1987 - 1988
Simmons College Libraries 1985 - 1987
Skills
Library, Knowledge Management
Education
Simmons College 1984 — 1987
M.S.L.S., Library and Information Science
Brandeis University 1973 — 1978
B.A., English and American Literature
David Polyak's Fidelity Investments Experience September 1996 - January 1997
Job Senior Software Engineer
Industry Computer Software
Experience
Siemens Healthcare Diagnostics April 2010 - Present
Speedline Technologies February 1999 - January 2009
Compuware July 1998 - February 1999
Centerline May 1997 - June 1998
Level 8 Systems January 1997 - May 1997
Fidelity Investments September 1996 - January 1997
Quadrant Software May 1995 - August 1996
Education
Brandeis University 1992 — 1995
B.A., Computer Science
Siemens Healthcare Diagnostics April 2010 - Present
Speedline Technologies February 1999 - January 2009
Compuware July 1998 - February 1999
Centerline May 1997 - June 1998
Level 8 Systems January 1997 - May 1997
Fidelity Investments September 1996 - January 1997
Quadrant Software May 1995 - August 1996
Education
Brandeis University 1992 — 1995
B.A., Computer Science
Steve Setterlund's Fidelity Investments Experience September 1997 - Present
Job Vice President, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1997 - Present
Education
Brandeis University 1986 — 1990
bachelors
Nichols College
MBA
Fidelity Investments September 1997 - Present
Education
Brandeis University 1986 — 1990
bachelors
Nichols College
MBA
Scott Robert's Fidelity Investments Experience September 2000 - August 2013
Job Principal, Mercer Marketplace at Mercer
Industry Information Technology and Services
Experience
Mercer June 2015 - Present
KBACE Technologies September 2013 - June 2015
Fidelity Investments September 2000 - August 2013
SunGard 1996 - 2000
Skills
Software Engineering, Program Management, SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, SQL, Software Project..., Requirements Gathering, Project Management, Process Improvement, Oracle, Vendor Management, Business Process..., Visio, Leadership, Cross-functional Team..., CRM, Enterprise Software, Business Process, PL/SQL, Outsourcing, Team Leadership
Education
Brandeis University 1999 — 2004
Advanced Certificate in Software Engineering, Computer Software Engineering
The Ohio State University 1993 — 1995
Bachelor of Science (B.S.), Finance, General
Mercer June 2015 - Present
KBACE Technologies September 2013 - June 2015
Fidelity Investments September 2000 - August 2013
SunGard 1996 - 2000
Skills
Software Engineering, Program Management, SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, SQL, Software Project..., Requirements Gathering, Project Management, Process Improvement, Oracle, Vendor Management, Business Process..., Visio, Leadership, Cross-functional Team..., CRM, Enterprise Software, Business Process, PL/SQL, Outsourcing, Team Leadership
Education
Brandeis University 1999 — 2004
Advanced Certificate in Software Engineering, Computer Software Engineering
The Ohio State University 1993 — 1995
Bachelor of Science (B.S.), Finance, General
Benjamin Tripp's Fidelity Investments Experience August 2005 - August 2006
Job Senior Technical Consultant at Extraprise
Industry Computer Software
Experience
QuickPivot May 2013 - Present
Xerox February 2008 - May 2013
Fidelity Investments August 2005 - August 2006
Education
Brandeis University 2006 — 2008
Master's degree, Computer Science
Skidmore College 2001 — 2005
Bachelor's degree, Mathematics and Computer Science
QuickPivot May 2013 - Present
Xerox February 2008 - May 2013
Fidelity Investments August 2005 - August 2006
Education
Brandeis University 2006 — 2008
Master's degree, Computer Science
Skidmore College 2001 — 2005
Bachelor's degree, Mathematics and Computer Science
Abovsky, Michael's Fidelity Investments Experience
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments
Skills
DB2, TSO, Fileaid, JCL, CICS, COBOL, IBM Mainframe, XML, VSAM, Quality Center, Test Automation, Testing, Quality Assurance, SDLC, Requirements Analysis, Software Development
Education
Brandeis University
Fidelity Investments
Skills
DB2, TSO, Fileaid, JCL, CICS, COBOL, IBM Mainframe, XML, VSAM, Quality Center, Test Automation, Testing, Quality Assurance, SDLC, Requirements Analysis, Software Development
Education
Brandeis University
Salvatore Guerra, CFA's Fidelity Investments Experience May 2007 - Present
Job SVP, Managing Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2007 - Present
State Street Global Advisors 2006 - 2007
Putnam Investments October 1995 - May 2005
Education
Brandeis University 1986 — 1990
Fidelity Investments May 2007 - Present
State Street Global Advisors 2006 - 2007
Putnam Investments October 1995 - May 2005
Education
Brandeis University 1986 — 1990
Ryan Eversole's Fidelity Investments Experience June 2015 - Present
Job Financial Professional
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - May 2015
Walgreens March 2007 - June 2010
Coldstream Financial 2006 - 2007
Cincinati Sports Club January 2006 - August 2006
Skills
Customer Service, Financial Analysis, Sales, Microsoft Office, Strategic Planning, Marketing, PowerPoint, Social Media, Analysis, Account Management, Social Media Marketing, Time Management, Marketing Strategy, Project Management, Management
Education
Bowling Green State University 2002 — 2006
BS, Management/Marketing
Little Miami High School 1998 — 2002
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - May 2015
Walgreens March 2007 - June 2010
Coldstream Financial 2006 - 2007
Cincinati Sports Club January 2006 - August 2006
Skills
Customer Service, Financial Analysis, Sales, Microsoft Office, Strategic Planning, Marketing, PowerPoint, Social Media, Analysis, Account Management, Social Media Marketing, Time Management, Marketing Strategy, Project Management, Management
Education
Bowling Green State University 2002 — 2006
BS, Management/Marketing
Little Miami High School 1998 — 2002
Ken White, CSM, PMP's Fidelity Investments Experience January 2007 - November 2008
Job Director Of Application Development at Federal Reserve Bank of Boston
Industry Information Technology and Services
Experience
Federal Reserve Bank of Boston May 2011 - Present
Federal Reserve Bank of Boston January 2009 - Present
Fidelity Investments January 2007 - November 2008
Fidelity Investments January 2002 - December 2006
Fidelity Investments March 1995 - December 2001
EG&G Dynatrend June 1988 - March 1995
NEES Energy June 1987 - June 1988
Education
Brandeis University 2011 — 2014
University of Massachusetts Boston 1983 — 1987
BS, Management/MIS
Federal Reserve Bank of Boston May 2011 - Present
Federal Reserve Bank of Boston January 2009 - Present
Fidelity Investments January 2007 - November 2008
Fidelity Investments January 2002 - December 2006
Fidelity Investments March 1995 - December 2001
EG&G Dynatrend June 1988 - March 1995
NEES Energy June 1987 - June 1988
Education
Brandeis University 2011 — 2014
University of Massachusetts Boston 1983 — 1987
BS, Management/MIS
Tarren Balzer's Fidelity Investments Experience June 2011 - November 2011
Job Senior Performance Test Engineer
Industry Information Technology and Services
Experience
TG December 2014 - July 2015
QA Test August 2001 - June 2015
Scripps Networks Interactive July 2013 - November 2014
Microsoft September 2012 - May 2013
State of NC November 2011 - May 2012
Fidelity Investments June 2011 - November 2011
Blue Cross Blue Shield NC January 2011 - June 2011
Lincoln Financial Group June 2010 - December 2010
EDS, an HP Company February 2009 - March 2010
T-Mobile May 2008 - October 2008
Skills
System Testing, Test Automation, Quality Assurance, Regression Testing, Performance Testing, Defect Tracking, Functional Testing, Programming, Analysis, Statistics, QTP, Quality Center, Test Planning, Software Quality..., Testing, SDLC, Requirements Analysis, Automation, SQL, LoadRunner
Education
Bowling Green State University 1983 — 1987
BS, MIS
Bowling Green State University 1983 — 1987
Bachelors of Science Degree, Management Information Systems, General
TG December 2014 - July 2015
QA Test August 2001 - June 2015
Scripps Networks Interactive July 2013 - November 2014
Microsoft September 2012 - May 2013
State of NC November 2011 - May 2012
Fidelity Investments June 2011 - November 2011
Blue Cross Blue Shield NC January 2011 - June 2011
Lincoln Financial Group June 2010 - December 2010
EDS, an HP Company February 2009 - March 2010
T-Mobile May 2008 - October 2008
Skills
System Testing, Test Automation, Quality Assurance, Regression Testing, Performance Testing, Defect Tracking, Functional Testing, Programming, Analysis, Statistics, QTP, Quality Center, Test Planning, Software Quality..., Testing, SDLC, Requirements Analysis, Automation, SQL, LoadRunner
Education
Bowling Green State University 1983 — 1987
BS, MIS
Bowling Green State University 1983 — 1987
Bachelors of Science Degree, Management Information Systems, General
Tamer M. Anis's Fidelity Investments Experience January 2015 - Present
Job Experienced Market Research Professional
Industry Market Research
Experience
Fidelity Investments January 2015 - Present
The NPD Group February 2013 - December 2014
Independent Consultant June 2012 - January 2013
KRC Research January 2006 - May 2012
KRC Research January 2004 - December 2005
Chadwick Martin Bailey 2002 - 2003
Chadwick Martin Bailey 2000 - 2002
Dalbar 1998 - 2000
Skills
Market Research, Quantitative Research, Survey Research, Qualitative Research, Survey Design, Questionnaires, Marketing Research, Research, Focus Groups, Analysis, Report Writing, Questionnaire Design, Research Design, Segmentation, Customer Insight, Consumer Insights, Proposal Writing, Strategic Communications, Advertising Research, Data Collection, Primary Research, Consumer Behaviour, Brand Equity, Online Research, SPSS, Competitive Intelligence
Education
McGill University 1992 — 1994
MA, Political Science
Brandeis University 1987 — 1991
Bachelor of Arts (B.A.), Politics
Fidelity Investments January 2015 - Present
The NPD Group February 2013 - December 2014
Independent Consultant June 2012 - January 2013
KRC Research January 2006 - May 2012
KRC Research January 2004 - December 2005
Chadwick Martin Bailey 2002 - 2003
Chadwick Martin Bailey 2000 - 2002
Dalbar 1998 - 2000
Skills
Market Research, Quantitative Research, Survey Research, Qualitative Research, Survey Design, Questionnaires, Marketing Research, Research, Focus Groups, Analysis, Report Writing, Questionnaire Design, Research Design, Segmentation, Customer Insight, Consumer Insights, Proposal Writing, Strategic Communications, Advertising Research, Data Collection, Primary Research, Consumer Behaviour, Brand Equity, Online Research, SPSS, Competitive Intelligence
Education
McGill University 1992 — 1994
MA, Political Science
Brandeis University 1987 — 1991
Bachelor of Arts (B.A.), Politics
Katerina Slezinger's Fidelity Investments Experience May 2005 - September 2005
Job IT Project Manager at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management November 2012 - Present
State Street Bank July 2007 - November 2012
Investors Bank and Trust Corp. July 2006 - July 2007
Teradyne September 2005 - July 2006
Fidelity Investments May 2005 - September 2005
Skills
Business Analysis, Management, Quality Assurance, Business Process, Process Improvement, Analysis, SDLC, Software Development, Requirements Gathering, Project Management, SharePoint, Visio, Software Documentation, Oracle, Disaster Recovery, Six Sigma, Project Planning, Troubleshooting, Leadership, Agile Methodologies, Unix
Education
Brandeis University 2009 — 2013
MS, IT Management, 4.0 GPA
Brandeis University 2009 — 2012
Masters Certificate, IT Management, 4.0 GPA.0
University of Massachusetts Boston 2003 — 2005
Bachelor of Science in Management, Operations Management and Information Systems
Boston Financial Investment Management November 2012 - Present
State Street Bank July 2007 - November 2012
Investors Bank and Trust Corp. July 2006 - July 2007
Teradyne September 2005 - July 2006
Fidelity Investments May 2005 - September 2005
Skills
Business Analysis, Management, Quality Assurance, Business Process, Process Improvement, Analysis, SDLC, Software Development, Requirements Gathering, Project Management, SharePoint, Visio, Software Documentation, Oracle, Disaster Recovery, Six Sigma, Project Planning, Troubleshooting, Leadership, Agile Methodologies, Unix
Education
Brandeis University 2009 — 2013
MS, IT Management, 4.0 GPA
Brandeis University 2009 — 2012
Masters Certificate, IT Management, 4.0 GPA.0
University of Massachusetts Boston 2003 — 2005
Bachelor of Science in Management, Operations Management and Information Systems
Rose Raymond's Fidelity Investments Experience August 1986 - June 2008
Job Director of Project/Program Management
Industry Information Technology and Services
Experience
fidelity investments August 1986 - June 2008
Fidelity Investments 1994 - 2008
Education
Bradley University 1969 — 1973
B.S., Business Mgmt & Administration
fidelity investments August 1986 - June 2008
Fidelity Investments 1994 - 2008
Education
Bradley University 1969 — 1973
B.S., Business Mgmt & Administration
Sharon Lichten Barnett's Fidelity Investments Experience December 1989 - 1991
Job Asst. Vice President | Senior Marketing Communications Manager
Industry Marketing and Advertising
Experience
MFS Investment Management July 1995 - Present
Massachusetts Financial Services 1995 - Present
MFS Investment Mgmt 1995 - Present
mfs 1995 - 2008
mfs 1995 - 2008
Colonial Mutual Funds July 1993 - July 1995
Worth Magazine 1991 - 1993
worth 1989 - 1993
Fidelity Investments December 1989 - 1991
Crosby Vandenburgh December 1988 - May 1989
Skills
Email Marketing, Marketing Communications, Marketing, Marketing Strategy, Management, Social Media Marketing, Social Media, Integrated Marketing, Digital Marketing, Project Management, Editing
Education
Brandeis University
B.A., English and American Literature
Riverdell
MFS Investment Management July 1995 - Present
Massachusetts Financial Services 1995 - Present
MFS Investment Mgmt 1995 - Present
mfs 1995 - 2008
mfs 1995 - 2008
Colonial Mutual Funds July 1993 - July 1995
Worth Magazine 1991 - 1993
worth 1989 - 1993
Fidelity Investments December 1989 - 1991
Crosby Vandenburgh December 1988 - May 1989
Skills
Email Marketing, Marketing Communications, Marketing, Marketing Strategy, Management, Social Media Marketing, Social Media, Integrated Marketing, Digital Marketing, Project Management, Editing
Education
Brandeis University
B.A., English and American Literature
Riverdell
Shane Postich's Fidelity Investments Experience March 2009 - Present
Job Sr. Manager, Regional Investigations at Fidelity Investments
Industry Security and Investigations
Experience
Fidelity Investments March 2009 - Present
Fidelity Investments 1993 - February 2010
Education
Bowling Green State University
Fidelity Investments March 2009 - Present
Fidelity Investments 1993 - February 2010
Education
Bowling Green State University
Richard Elias's Fidelity Investments Experience 1996 - 2006
Job Senior Vice President at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities 2006 - Present
Fidelity Investments 1996 - 2006
Education
Brandeis International Business School 1999 — 2001
MSF, Finance
Northeastern University 1982 — 1986
BS, Accounting and Finance
Wachovia Securities 2006 - Present
Fidelity Investments 1996 - 2006
Education
Brandeis International Business School 1999 — 2001
MSF, Finance
Northeastern University 1982 — 1986
BS, Accounting and Finance
Stephen Corey's Fidelity Investments Experience August 2010 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Fidelity Investments June 2002 - June 2013
OneBeacon Insurance January 1999 - January 2002
Skills
Technical Writing, Financial Services, Visio, Software Documentation, Technical Documentation, SharePoint, Project Management, Content Management, Process Improvement, Agile Methodologies, Internal Communications, Management, Report Development
Education
Bowling Green State University
Master's degree, Health Education
Fidelity Investments August 2010 - Present
Fidelity Investments June 2002 - June 2013
OneBeacon Insurance January 1999 - January 2002
Skills
Technical Writing, Financial Services, Visio, Software Documentation, Technical Documentation, SharePoint, Project Management, Content Management, Process Improvement, Agile Methodologies, Internal Communications, Management, Report Development
Education
Bowling Green State University
Master's degree, Health Education
Samantha Bartos's Fidelity Investments Experience 2003 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2003 - July 2008
Fidelity Investments 1996 - 2003
Fidelity Investments 1993 - 1996
Education
Xavier University - Williams College of Business 1989 — 1992
MBA, Management
Bowling Green State University 1983 — 1987
BSBA, Marketing and Int'l Business
Fidelity Investments 2003 - July 2008
Fidelity Investments 1996 - 2003
Fidelity Investments 1993 - 1996
Education
Xavier University - Williams College of Business 1989 — 1992
MBA, Management
Bowling Green State University 1983 — 1987
BSBA, Marketing and Int'l Business
Keti Sekuj's Fidelity Investments Experience June 2007 - September 2007
Job Advisor at CVS Health
Industry Pharmaceuticals
Experience
CVS Caremark Corporation January 2014 - Present
Boston Scientific January 2012 - December 2013
Boston Scientific April 2011 - January 2012
Boston Scientific October 2009 - March 2011
Talbots Inc. October 2008 - October 2009
Brandeis University January 2004 - May 2008
Fidelity Investments June 2007 - September 2007
Gap Inc. November 2002 - January 2006
Skills
Relationship Management, Global Sales Operations, Coordinating Teams, Project Management, Performance Measurement..., Global Sales &..., Organizational Skills, Strategic and..., Process Redesign and..., Global Pricing Strategy..., Financial & Management..., Corporate Presentations, Extensive experience..., Extensive experience..., Retail, Product Marketing, Business Analysis, Financial Modeling, Competitive Analysis, Retail Sales, Strategic Planning, Sales, Entrepreneurship, Program Management, Team Management, Analytics, Management, Marketing, Forecasting, Analysis, Training
Education
National Chengchi University 2007 — 2008
International Economics and Business
National Chengchi University 2007 — 2008
Brandeis University, Lemberg - International Business School 2006 — 2008
Master, Int'l Economics
Brandeis University 2004 — 2007
BA, Psychology & Economics
CVS Caremark Corporation January 2014 - Present
Boston Scientific January 2012 - December 2013
Boston Scientific April 2011 - January 2012
Boston Scientific October 2009 - March 2011
Talbots Inc. October 2008 - October 2009
Brandeis University January 2004 - May 2008
Fidelity Investments June 2007 - September 2007
Gap Inc. November 2002 - January 2006
Skills
Relationship Management, Global Sales Operations, Coordinating Teams, Project Management, Performance Measurement..., Global Sales &..., Organizational Skills, Strategic and..., Process Redesign and..., Global Pricing Strategy..., Financial & Management..., Corporate Presentations, Extensive experience..., Extensive experience..., Retail, Product Marketing, Business Analysis, Financial Modeling, Competitive Analysis, Retail Sales, Strategic Planning, Sales, Entrepreneurship, Program Management, Team Management, Analytics, Management, Marketing, Forecasting, Analysis, Training
Education
National Chengchi University 2007 — 2008
International Economics and Business
National Chengchi University 2007 — 2008
Brandeis University, Lemberg - International Business School 2006 — 2008
Master, Int'l Economics
Brandeis University 2004 — 2007
BA, Psychology & Economics
Mary Leshchiner's Fidelity Investments Experience January 2006 - June 2007
Job Marketing Coordinator at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group January 2011 - Present
NEPC June 2007 - August 2010
Fidelity Investments January 2006 - June 2007
Education
Brandeis University 2001 — 2005
Bachelors, Economics
Meketa Investment Group January 2011 - Present
NEPC June 2007 - August 2010
Fidelity Investments January 2006 - June 2007
Education
Brandeis University 2001 — 2005
Bachelors, Economics
Jennifer Carroll, CFA's Fidelity Investments Experience January 2015 - Present
Job Senior Investment Manager
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2010 - Present
Fidelity Investments June 2008 - August 2010
Skills
SDLC, Requirements Gathering, Business Analysis, Financial Services, Requirements Analysis, Fixed Income, Mutual Funds, Equities, Visio, User Acceptance Testing, SQL, Software Project..., Systems Analysis, Investments, Bloomberg, Asset Management, Waterfall, Portfolio Management, Securities, Asset Allocation, Tax sensitive investing
Education
Brandeis University, Lemberg - International Business School 2008 — 2011
Master's degree, Finance, General, Distinction
University College Cork 2001 — 2005
Business Information Systems, Management Information Systems, General, First Class Honors
Fidelity Investments January 2015 - Present
Fidelity Investments September 2010 - Present
Fidelity Investments June 2008 - August 2010
Skills
SDLC, Requirements Gathering, Business Analysis, Financial Services, Requirements Analysis, Fixed Income, Mutual Funds, Equities, Visio, User Acceptance Testing, SQL, Software Project..., Systems Analysis, Investments, Bloomberg, Asset Management, Waterfall, Portfolio Management, Securities, Asset Allocation, Tax sensitive investing
Education
Brandeis University, Lemberg - International Business School 2008 — 2011
Master's degree, Finance, General, Distinction
University College Cork 2001 — 2005
Business Information Systems, Management Information Systems, General, First Class Honors
Caitlin Glover's Fidelity Investments Experience April 2004 - May 2008
Job Experienced HR/benefits admin/supervisor
Industry Human Resources
Experience
Merchant's Automotive Group February 2011 - September 2011
Benefits Strategies March 2010 - February 2011
Cross Country Automotive Services May 2008 - August 2009
Fidelity Investments April 2004 - May 2008
Skills
Access, PowerPoint, Microsoft Excel, Team Building, Management, Microsoft Word, Data Analysis, Team Leadership
Education
Bridgewater State College 1999 — 2003
Communications/ Theatre Education
Merchant's Automotive Group February 2011 - September 2011
Benefits Strategies March 2010 - February 2011
Cross Country Automotive Services May 2008 - August 2009
Fidelity Investments April 2004 - May 2008
Skills
Access, PowerPoint, Microsoft Excel, Team Building, Management, Microsoft Word, Data Analysis, Team Leadership
Education
Bridgewater State College 1999 — 2003
Communications/ Theatre Education
Benjamin Betzalel's Fidelity Investments Experience September 2007 - November 2008
Job QA Lead at Hibu U.S. (formerly Yellowbook USA)
Industry Computer Software
Experience
Hibu U.S. (formerly Yellowbook USA) July 2009 - Present
EasyLobby, Inc. March 2009 - June 2009
Fidelity Investments September 2007 - November 2008
State Street January 2001 - September 2007
State Street October 1999 - January 2001
State Street November 1997 - October 1999
Brown Brothers Harriman 1995 - 1997
The Boston Company/Mellon Trust 1993 - 1995
Thomas Cook Currency Services 1989 - 1992
Skills
User Acceptance Testing, Test Planning, Testing, Regression Testing, SQL, Test Strategy, .NET, Integration, Black Box Testing, Software Development..., GUI, Functional Requirements, Quality Center, Quality Assurance
Education
Brandeis University 2002 — 2003
Computer Software Engineering
University of Massachusetts Boston 1986 — 1989
B.A., Economics
Hibu U.S. (formerly Yellowbook USA) July 2009 - Present
EasyLobby, Inc. March 2009 - June 2009
Fidelity Investments September 2007 - November 2008
State Street January 2001 - September 2007
State Street October 1999 - January 2001
State Street November 1997 - October 1999
Brown Brothers Harriman 1995 - 1997
The Boston Company/Mellon Trust 1993 - 1995
Thomas Cook Currency Services 1989 - 1992
Skills
User Acceptance Testing, Test Planning, Testing, Regression Testing, SQL, Test Strategy, .NET, Integration, Black Box Testing, Software Development..., GUI, Functional Requirements, Quality Center, Quality Assurance
Education
Brandeis University 2002 — 2003
Computer Software Engineering
University of Massachusetts Boston 1986 — 1989
B.A., Economics
Tuck Leong's Fidelity Investments Experience August 1999 - December 2008
Job Developer
Industry Financial Services
Experience
Fidelity Investments August 1999 - December 2008
Logica January 1998 - July 1999
StateStreet Bank January 1996 - January 1998
ESSENSE August 1994 - January 1996
Education
Brandeis International Business School 2002 — 2004
MS, Finance
University of Massachusetts Boston 1991 — 1994
BS, Computer Science
Fidelity Investments August 1999 - December 2008
Logica January 1998 - July 1999
StateStreet Bank January 1996 - January 1998
ESSENSE August 1994 - January 1996
Education
Brandeis International Business School 2002 — 2004
MS, Finance
University of Massachusetts Boston 1991 — 1994
BS, Computer Science
Jamie Marsh, CFA's Fidelity Investments Experience September 1990 - May 1998
Job Lead Expert at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency October 2013 - Present
Accenture March 2011 - October 2013
Federal Reserve Bank of Boston April 2001 - February 2011
SunGard January 1999 - April 2000
Fidelity Investments September 1990 - May 1998
Skills
Basel II, Financial Risk, Internal Audit, Enterprise Risk..., Banking, Credit Risk, Operational Risk, Soccer, Warehouse Management, Operational Risk..., Market Risk, Financial Modeling, Capital Markets
Education
Brandeis University, Lemberg - International Business School 1999 — 2000
Masters, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1990
BS, Business Administration
Office of the Comptroller of the Currency October 2013 - Present
Accenture March 2011 - October 2013
Federal Reserve Bank of Boston April 2001 - February 2011
SunGard January 1999 - April 2000
Fidelity Investments September 1990 - May 1998
Skills
Basel II, Financial Risk, Internal Audit, Enterprise Risk..., Banking, Credit Risk, Operational Risk, Soccer, Warehouse Management, Operational Risk..., Market Risk, Financial Modeling, Capital Markets
Education
Brandeis University, Lemberg - International Business School 1999 — 2000
Masters, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1990
BS, Business Administration
Deb Isherwood's Fidelity Investments Experience July 1997 - May 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments July 1997 - May 2006
Education
Bridgewater State University 1981 — 1984
Masters, Instructional Media
Bridgewater State University 1968 — 1972
Bachelor, Elementary Education
Fidelity Investments July 1997 - May 2006
Education
Bridgewater State University 1981 — 1984
Masters, Instructional Media
Bridgewater State University 1968 — 1972
Bachelor, Elementary Education
Richard Peck's Fidelity Investments Experience October 2005 - March 2009
Job Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2014 - Present
Wells Capital Management April 2010 - April 2014
Fidelity Investments October 2005 - March 2009
American Century Investments 2001 - 2005
Goldman Sachs 2000 - 2001
State Street 1997 - 1999
Education
University of Massachusetts, Amherst 1989 — 1994
B.B.A., Finance
Brandeis International Business School
DIS
Wells Capital Management April 2014 - Present
Wells Capital Management April 2010 - April 2014
Fidelity Investments October 2005 - March 2009
American Century Investments 2001 - 2005
Goldman Sachs 2000 - 2001
State Street 1997 - 1999
Education
University of Massachusetts, Amherst 1989 — 1994
B.B.A., Finance
Brandeis International Business School
DIS
Wanru Tai's Fidelity Investments Experience June 2001 - December 2008
Job Database Administrator at Blue Cross Blue Shield of Massachusetts
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts June 2013 - June 2015
Varolii August 2010 - June 2012
Fidelity Investments June 2001 - December 2008
Zurich Scudder Investments February 2001 - June 2001
Bank of Boston January 1997 - February 2001
Skills
Databases, Disaster Recovery, Solaris, SDLC, Oracle, Microsoft SQL Server, Performance Tuning, Database Administration
Education
Bradley University 1991 — 1993
Master, Computer Science
Blue Cross Blue Shield of Massachusetts June 2013 - June 2015
Varolii August 2010 - June 2012
Fidelity Investments June 2001 - December 2008
Zurich Scudder Investments February 2001 - June 2001
Bank of Boston January 1997 - February 2001
Skills
Databases, Disaster Recovery, Solaris, SDLC, Oracle, Microsoft SQL Server, Performance Tuning, Database Administration
Education
Bradley University 1991 — 1993
Master, Computer Science
Eileen Simons's Fidelity Investments Experience January 2010 - Present
Job Assistant General Counsel, Senior Compliance Associate at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors July 2011 - Present
Fidelity Investments January 2010 - Present
Education
Suffolk University Law School 1992 — 1995
JD
Brandeis University 1986 — 1990
BA, American Studies
Athena Capital Advisors July 2011 - Present
Fidelity Investments January 2010 - Present
Education
Suffolk University Law School 1992 — 1995
JD
Brandeis University 1986 — 1990
BA, American Studies
Dmitriy Belopolskiy's Fidelity Investments Experience 2010 - 2011
Job Consultant
Industry Management Consulting
Experience
Robert Half 2015 - 2015
McKinsey & Company 2012 - 2013
Fidelity Investments 2010 - 2011
National Telecommuting Institute 2010 - 2010
A.G. Edwards & Sons 2006 - 2008
Stanford University 2005 - 2006
Skills
Financial Analysis, Investments, Microsoft Office, Market Research, Business Strategy, Microsoft Excel, Recruiting, Marketing Strategy, Management, Project Management, Strategic Planning, Sales Management, Consulting, Human Resources, Financial Services
Education
Brandeis University 2000 — 2004
B.A., Economics
Lowell High School 1996 — 2000
Robert Half 2015 - 2015
McKinsey & Company 2012 - 2013
Fidelity Investments 2010 - 2011
National Telecommuting Institute 2010 - 2010
A.G. Edwards & Sons 2006 - 2008
Stanford University 2005 - 2006
Skills
Financial Analysis, Investments, Microsoft Office, Market Research, Business Strategy, Microsoft Excel, Recruiting, Marketing Strategy, Management, Project Management, Strategic Planning, Sales Management, Consulting, Human Resources, Financial Services
Education
Brandeis University 2000 — 2004
B.A., Economics
Lowell High School 1996 — 2000
Max Wallach's Fidelity Investments Experience June 2015 - Present
Job Director Corporate Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
Fidelity Investments March 2012 - July 2014
PricewaterhouseCoopers September 2010 - March 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, Finance, Corporate Finance, Valuation, Mergers & Acquisitions
Education
Brandeis International Business School 2008 — 2010
MA, International Finance and Economics
Copenhagen Business School 2009 — 2009
Brandeis University 2005 — 2009
BA, Economics, Business
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
Fidelity Investments March 2012 - July 2014
PricewaterhouseCoopers September 2010 - March 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, Finance, Corporate Finance, Valuation, Mergers & Acquisitions
Education
Brandeis International Business School 2008 — 2010
MA, International Finance and Economics
Copenhagen Business School 2009 — 2009
Brandeis University 2005 — 2009
BA, Economics, Business
Kersing Huang's Fidelity Investments Experience July 2014 - Present
Job Senior Software Engineer/Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2011 - July 2014
BAE Systems July 2009 - June 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
JavaScript, AJAX, DOM, SQL, PL/SQL, MySQL, PostgreSQL, Java, jQuery, JSON, ExtJS, PHP, C, C#, Oracle, Tomcat, Apache, Hadoop, .NET
Education
Brandeis University 2013 — 2016
Master of Arts (M.A.), Computer Science
Cornell University 2005 — 2009
B.S., Computer Science
Fidelity Investments July 2014 - Present
Fidelity Investments June 2011 - July 2014
BAE Systems July 2009 - June 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
JavaScript, AJAX, DOM, SQL, PL/SQL, MySQL, PostgreSQL, Java, jQuery, JSON, ExtJS, PHP, C, C#, Oracle, Tomcat, Apache, Hadoop, .NET
Education
Brandeis University 2013 — 2016
Master of Arts (M.A.), Computer Science
Cornell University 2005 — 2009
B.S., Computer Science
Rajan Shah's Fidelity Investments Experience April 2012 - April 2014
Job Software Engineer
Industry Financial Services
Experience
Healthcare startup May 2014 - March 2015
Fidelity Investments April 2012 - April 2014
AQR Capital Management August 2010 - November 2011
Consulting January 2010 - June 2011
NorthPoint Solutions March 2009 - January 2010
Fortress Investment Group March 2008 - December 2008
Susquehanna International Group February 2006 - February 2008
Morgan Stanley May 2000 - February 2006
Siemens Corp. Research November 1997 - May 2000
Motorola Corp June 1997 - November 1997
Skills
Trading Systems, BigData Technologies, Trading Strategies, Transaction Cost..., Quantitative Analysis, Hadoop, High Frequency Trading, Options, R, Electronic Trading, Quantitative Finance, Distributed Systems, Portfolio Management, Trading, Bloomberg
Education
Bradley University 1995 — 1997
M.S., Computer Science
Maharaja Sayajirao University 1988 — 1992
B.S., Computer Science
Sheth C. N. Vidyalaya 1984 — 1988
High School, Science, High School
Healthcare startup May 2014 - March 2015
Fidelity Investments April 2012 - April 2014
AQR Capital Management August 2010 - November 2011
Consulting January 2010 - June 2011
NorthPoint Solutions March 2009 - January 2010
Fortress Investment Group March 2008 - December 2008
Susquehanna International Group February 2006 - February 2008
Morgan Stanley May 2000 - February 2006
Siemens Corp. Research November 1997 - May 2000
Motorola Corp June 1997 - November 1997
Skills
Trading Systems, BigData Technologies, Trading Strategies, Transaction Cost..., Quantitative Analysis, Hadoop, High Frequency Trading, Options, R, Electronic Trading, Quantitative Finance, Distributed Systems, Portfolio Management, Trading, Bloomberg
Education
Bradley University 1995 — 1997
M.S., Computer Science
Maharaja Sayajirao University 1988 — 1992
B.S., Computer Science
Sheth C. N. Vidyalaya 1984 — 1988
High School, Science, High School
Richard Glucksman's Fidelity Investments Experience 2000 - 2003
Job attorney, government relations at Blue Cross Blue Shield of Rhode Island
Industry Insurance
Experience
Blue Cross Blue Shield of Rhode Island 2003 - Present
Fidelity Investments 2000 - 2003
Secretary of State, Rhode Island - James Langevin 1994 - 2000
Skills
Nonprofits, Medicare, Public Relations, Insurance, Public Policy, Medicaid, Non-profits, Public Speaking, Claim, Strategic Planning, Social Media, Research, Fundraising, Healthcare, Contract Negotiation, Event Planning, Community Outreach
Education
Brandeis University
Bachelor of Arts (BA), Economics
Blue Cross Blue Shield of Rhode Island 2003 - Present
Fidelity Investments 2000 - 2003
Secretary of State, Rhode Island - James Langevin 1994 - 2000
Skills
Nonprofits, Medicare, Public Relations, Insurance, Public Policy, Medicaid, Non-profits, Public Speaking, Claim, Strategic Planning, Social Media, Research, Fundraising, Healthcare, Contract Negotiation, Event Planning, Community Outreach
Education
Brandeis University
Bachelor of Arts (BA), Economics
Steven Gomes, PMP's Fidelity Investments Experience January 2010 - December 2012
Job Sr. Project Manager at eBay Enterprise
Industry Information Technology and Services
Experience
eBay Enterprise May 2015 - Present
Quaero September 2014 - April 2015
Epsilon March 2013 - September 2014
Fidelity Investments January 2010 - December 2012
Fidelity Investments Institutional Products Group Technology April 2007 - December 2009
Fidelity Investments Life Insurance Co. (FILI) January 2003 - March 2007
Fidelity Investments Life Insurance Co. January 1999 - December 2002
Fidelity Investments Life Insurance Co. January 1996 - December 1998
Fidelity Investments Life Insurance Co. June 1991 - December 1995
Skills
Software Project..., SDLC, PMP, Certified Scrum Master..., Business Analysis, Systems Analysis, Vendor Management, Agile Methodologies, ITIL Service Strategy, Stakeholder Management, Offshore Resource..., IT Operations, IT Development
Education
Brandeis University
Master of Science (M.S.) Candidate, Project and Program Management
University of Massachusetts Lowell
Bachelor's degree, Computer Science
eBay Enterprise May 2015 - Present
Quaero September 2014 - April 2015
Epsilon March 2013 - September 2014
Fidelity Investments January 2010 - December 2012
Fidelity Investments Institutional Products Group Technology April 2007 - December 2009
Fidelity Investments Life Insurance Co. (FILI) January 2003 - March 2007
Fidelity Investments Life Insurance Co. January 1999 - December 2002
Fidelity Investments Life Insurance Co. January 1996 - December 1998
Fidelity Investments Life Insurance Co. June 1991 - December 1995
Skills
Software Project..., SDLC, PMP, Certified Scrum Master..., Business Analysis, Systems Analysis, Vendor Management, Agile Methodologies, ITIL Service Strategy, Stakeholder Management, Offshore Resource..., IT Operations, IT Development
Education
Brandeis University
Master of Science (M.S.) Candidate, Project and Program Management
University of Massachusetts Lowell
Bachelor's degree, Computer Science
Roger Segal's Fidelity Investments Experience January 2015 - Present
Job Vice President, Wealth Management Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments November 1999 - December 2014
American Express Financial Advisors November 1997 - November 1999
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Relationship Management, Fixed Income, Strategic Financial..., Asset Management, Series 7, Banking, Series 63, Risk Management, Financial Analysis, Insurance, Series 9 & 10, Certified Financial...
Education
Columbia Univeristy Graduate School of Arts and Sciences 1989 — 1996
Master of Arts (M.A.); Master of Philosophy (M.Phil.)
Brandeis University 1980 — 1984
Bachelor of Arts (B.A.)
Fidelity Investments January 2015 - Present
Fidelity Investments November 1999 - December 2014
American Express Financial Advisors November 1997 - November 1999
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Relationship Management, Fixed Income, Strategic Financial..., Asset Management, Series 7, Banking, Series 63, Risk Management, Financial Analysis, Insurance, Series 9 & 10, Certified Financial...
Education
Columbia Univeristy Graduate School of Arts and Sciences 1989 — 1996
Master of Arts (M.A.); Master of Philosophy (M.Phil.)
Brandeis University 1980 — 1984
Bachelor of Arts (B.A.)
Meredith Howland's Fidelity Investments Experience October 2013 - Present
Job Project Manager, Operations Readiness at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Financial Services Company October 2007 - January 2012
Skills
Service Delivery, Service Improvement, Project Delivery, Outsourcing, Offshoring, Project Portfolio..., Transition Management, Sla, Service Management, Process Improvement, Stakeholder Management, Business Process..., Resource Management, Governance, Call Centers
Education
Bradley University 1995 — 1999
Bachelor of Arts
Ames Senior High 1991 — 1995
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Financial Services Company October 2007 - January 2012
Skills
Service Delivery, Service Improvement, Project Delivery, Outsourcing, Offshoring, Project Portfolio..., Transition Management, Sla, Service Management, Process Improvement, Stakeholder Management, Business Process..., Resource Management, Governance, Call Centers
Education
Bradley University 1995 — 1999
Bachelor of Arts
Ames Senior High 1991 — 1995
Carmel Ford's Fidelity Investments Experience 2006 - 2006
Job Survey Research at The National Association of Home Builders
Industry Research
Experience
National Association of Home Builders September 2015 - Present
Connecticut Economic Resource Center (CERC, Inc) October 2012 - August 2015
United Technologies June 2012 - October 2012
U.S. Department of Commerce May 2011 - August 2011
JP Morgan Chase 2008 - 2009
Simmons College September 2004 - May 2006
Fidelity Investments 2006 - 2006
Skills
Matlab, Stata, Econometric Modeling, Bloomberg Terminal, Microsoft Office, Brazilian Portuguese, International Trade, PowerPoint, Economics, VBA, International Economics, SAS, Access, Analysis, Econometrics, Eviews, SPSS, Policy, Research, International..., Microsoft Excel, Public Policy, Qualitative Research, Spanish, Economic Research, Quantitative Analytics, Economic Development, Event Planning, Statistics, Data Analysis, Market Research, Macroeconomics, Financial Modeling
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MA, International Finance and Economics
Simmons College 2004 — 2008
BA, Economics & International Relations
School for International Training 2007 — 2007
National Association of Home Builders September 2015 - Present
Connecticut Economic Resource Center (CERC, Inc) October 2012 - August 2015
United Technologies June 2012 - October 2012
U.S. Department of Commerce May 2011 - August 2011
JP Morgan Chase 2008 - 2009
Simmons College September 2004 - May 2006
Fidelity Investments 2006 - 2006
Skills
Matlab, Stata, Econometric Modeling, Bloomberg Terminal, Microsoft Office, Brazilian Portuguese, International Trade, PowerPoint, Economics, VBA, International Economics, SAS, Access, Analysis, Econometrics, Eviews, SPSS, Policy, Research, International..., Microsoft Excel, Public Policy, Qualitative Research, Spanish, Economic Research, Quantitative Analytics, Economic Development, Event Planning, Statistics, Data Analysis, Market Research, Macroeconomics, Financial Modeling
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MA, International Finance and Economics
Simmons College 2004 — 2008
BA, Economics & International Relations
School for International Training 2007 — 2007
tammy king-sorgenfrei's Fidelity Investments Experience SSCFidelity InvestmentsMay 2006 - October 2012
Job Compliance Analyst
Industry Financial Services
Experience
Fidelity Investments SSCFidelity InvestmentsMay 2006 - October 2012
Skills
Vendor Management, Process Improvement
Education
Bowling Green State University 1991 — 1995
Bachelor's degree, Psychology and Sociology
Fidelity Investments SSCFidelity InvestmentsMay 2006 - October 2012
Skills
Vendor Management, Process Improvement
Education
Bowling Green State University 1991 — 1995
Bachelor's degree, Psychology and Sociology
Sarah Rachel's Fidelity Investments Experience May 2000 - January 2001
Job Functional Analyst, Xerox
Industry Human Resources
Experience
Xerox August 2012 - Present
ACS, a Xerox Company June 2012 - Present
EDS, an HP Company April 2005 - July 2010
Towers Perrin May 2004 - April 2005
Fidelity Investments May 2000 - January 2001
Skills
Benefits Administration, Employee Benefits, Human Resources, Applicant Tracking..., Training, Vendor Management, Deferred Compensation, Employee Relations, Career Development, Performance Management, Call Centers, Team Building, HRIS, Recruiting, Onboarding, Process Improvement, Change Management, Workforce Planning, Talent Acquisition, Leadership, Management
Education
Bowling Green State University 2000 — 2002
BSBA, Human Resources Management
Xerox August 2012 - Present
ACS, a Xerox Company June 2012 - Present
EDS, an HP Company April 2005 - July 2010
Towers Perrin May 2004 - April 2005
Fidelity Investments May 2000 - January 2001
Skills
Benefits Administration, Employee Benefits, Human Resources, Applicant Tracking..., Training, Vendor Management, Deferred Compensation, Employee Relations, Career Development, Performance Management, Call Centers, Team Building, HRIS, Recruiting, Onboarding, Process Improvement, Change Management, Workforce Planning, Talent Acquisition, Leadership, Management
Education
Bowling Green State University 2000 — 2002
BSBA, Human Resources Management
Thomas Smith-Vaughan's Fidelity Investments Experience February 2011 - July 2012
Job Payments and Vendor Unit Manager at Office of the Comptroller Commonwealth of MA
Industry Financial Services
Experience
Office of the Comptroller Commonwealth of MA July 2014 - Present
Office of the Comptroller, Commonwealth of Massachusetts July 2012 - July 2014
Fidelity Investments February 2011 - July 2012
Fidelity Investments March 2007 - February 2011
Education
Brandeis University 2002 — 2006
BA, Economics
Office of the Comptroller Commonwealth of MA July 2014 - Present
Office of the Comptroller, Commonwealth of Massachusetts July 2012 - July 2014
Fidelity Investments February 2011 - July 2012
Fidelity Investments March 2007 - February 2011
Education
Brandeis University 2002 — 2006
BA, Economics
Oksana Fulchino, MA's Fidelity Investments Experience 2008 - 2011
Job Financial Professional
Industry Financial Services
Experience
Fidelity Investments 2008 - 2011
Education
Brandeis University International Business School 2002 — 2004
Masters in International Finance, Finance
Fidelity Investments 2008 - 2011
Education
Brandeis University International Business School 2002 — 2004
Masters in International Finance, Finance
Jeffrey Krasner's Fidelity Investments Experience October 2013 - Present
Job Client Services Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments November 2011 - Present
Skills
Financial Analysis, Mutual Funds, Financial Services, Financial Modeling
Education
Brandeis University
East Greenwich
East Greenwich
Fidelity Investments October 2013 - Present
Fidelity Investments November 2011 - Present
Skills
Financial Analysis, Mutual Funds, Financial Services, Financial Modeling
Education
Brandeis University
East Greenwich
East Greenwich
Lucien Gadoury's Fidelity Investments Experience November 2002 - Present
Job Senior Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2002 - Present
Maine State Legislature February 1996 - August 1997
Bankers Life and Casualty January 1995 - November 1995
Skills
Series 7, Securities, Series 63, Mutual Funds, Investments, Equities, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Financial Services, Asset Allocation, Portfolio Management, Capital Markets, Wealth Management, FINRA, Investment Advisory, Series 24, Retirement, Investment Strategies
Education
Brandeis University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Fidelity Investments November 2002 - Present
Maine State Legislature February 1996 - August 1997
Bankers Life and Casualty January 1995 - November 1995
Skills
Series 7, Securities, Series 63, Mutual Funds, Investments, Equities, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Financial Services, Asset Allocation, Portfolio Management, Capital Markets, Wealth Management, FINRA, Investment Advisory, Series 24, Retirement, Investment Strategies
Education
Brandeis University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
David Greiner's Fidelity Investments Experience April 2006 - Present
Job VicePresident Compliance and Ethics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Broker-Dealer Compliance July 2004 - April 2006
Rockmont Management Partners June 1995 - May 2003
Skills
Securities, Ethics, Compliance, Law
Education
Tulane University Law School 1990 — 1993
Juris Doctor, Law
Brandeis University 1986 — 1990
Bachelor's degree, Political Science and Government
Brandeis University
Fidelity Investments April 2006 - Present
Broker-Dealer Compliance July 2004 - April 2006
Rockmont Management Partners June 1995 - May 2003
Skills
Securities, Ethics, Compliance, Law
Education
Tulane University Law School 1990 — 1993
Juris Doctor, Law
Brandeis University 1986 — 1990
Bachelor's degree, Political Science and Government
Brandeis University
Carl Dietz's Fidelity Investments Experience April 2013 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Kentucky Pretrial Services January 2013 - April 2013
Boone County Jail May 2005 - December 2012
Skills
Series 7, Series 66
Education
Brescia University 2012 — 2015
Master's degree, Business, Management, Marketing, and Related Support Services, 4.0
Northern Kentucky University 2005 — 2010
Bachelor's degree, Finance, General
Lincoln Technical Institute 1999 — 2000
Associate of Science (A.S.), Automotive Service Management, 3.97
Fidelity Investments April 2013 - Present
Kentucky Pretrial Services January 2013 - April 2013
Boone County Jail May 2005 - December 2012
Skills
Series 7, Series 66
Education
Brescia University 2012 — 2015
Master's degree, Business, Management, Marketing, and Related Support Services, 4.0
Northern Kentucky University 2005 — 2010
Bachelor's degree, Finance, General
Lincoln Technical Institute 1999 — 2000
Associate of Science (A.S.), Automotive Service Management, 3.97
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank