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
Judy Barry Judy Barry's Fidelity Investments Experience August 1995 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1995 - Present
Fleet Bank/Shawmut Bank December 1989 - August 1995
Skills
Back Office, Cash Management, Settlement, Asset Management, Process Improvement, Sarbanes-Oxley, Credit, Account Reconciliation, Lean Thinking, Relationship Management, Derivatives, Finance, Treasury Management, Financial Risk, Management, Banking
Education
Bridgewater State College
BS, Business Management
Fidelity Investments August 1995 - Present
Fleet Bank/Shawmut Bank December 1989 - August 1995
Skills
Back Office, Cash Management, Settlement, Asset Management, Process Improvement, Sarbanes-Oxley, Credit, Account Reconciliation, Lean Thinking, Relationship Management, Derivatives, Finance, Treasury Management, Financial Risk, Management, Banking
Education
Bridgewater State College
BS, Business Management
Derek Zaugg, SPHR/MBA Derek Zaugg, SPHR/MBA's Fidelity Investments Experience 1991 - 1992
Job Strategic HR Leader / Director / Manager / Consultant / Executive Coach / Business Partner
Industry Human Resources
Experience
Ingersoll Consulting Inc 2014 - Present
Quail Run Reliable Employee Management 2012 - Present
Dish Network 2012 - 2014
Lockheed Martin 2009 - 2013
Lockheed Martin 2007 - 2009
National Dairy Holdings ("NDH") 2003 - 2007
National Dairy Holdings, LP ("NDH") / Borden Milk Products 1997 - 2002
Borden / Meadow Gold Dairies, Inc. (predecessor to "NDH") 1995 - 1997
Borden / Meadow Gold Dairies, Inc. 1992 - 1995
Fidelity Investments 1991 - 1992
Skills
Employee Relations, Talent Management, Succession Planning, Performance Management, Deferred Compensation, HRIS, Employee Engagement, Organizational..., Leadership Development, Change Management, Coaching, Employee Benefits, Training, Employment Law, Labor Relations, HR Policies, Recruiting, SPHR, Talent Acquisition, Talent Assessment, Process Improvement, Qualified Retirement..., Mergers & Acquisitions, Benefits, Compensation, Retention Strategies, Employment Law..., Executive Coaching, Personnel Management, Human Resources, Benefits Administration, Organizational Design, Leadership, Strategy, Hiring, Management, Team Building, Strategic Planning, Onboarding, Cross-functional Team..., Project Management, Team Leadership
Education
Brigham Young University
BS / BA, Human Resources / Business / Italian
University of Phoenix (MBA)
MBA, Business Administration
Ingersoll Consulting Inc 2014 - Present
Quail Run Reliable Employee Management 2012 - Present
Dish Network 2012 - 2014
Lockheed Martin 2009 - 2013
Lockheed Martin 2007 - 2009
National Dairy Holdings ("NDH") 2003 - 2007
National Dairy Holdings, LP ("NDH") / Borden Milk Products 1997 - 2002
Borden / Meadow Gold Dairies, Inc. (predecessor to "NDH") 1995 - 1997
Borden / Meadow Gold Dairies, Inc. 1992 - 1995
Fidelity Investments 1991 - 1992
Skills
Employee Relations, Talent Management, Succession Planning, Performance Management, Deferred Compensation, HRIS, Employee Engagement, Organizational..., Leadership Development, Change Management, Coaching, Employee Benefits, Training, Employment Law, Labor Relations, HR Policies, Recruiting, SPHR, Talent Acquisition, Talent Assessment, Process Improvement, Qualified Retirement..., Mergers & Acquisitions, Benefits, Compensation, Retention Strategies, Employment Law..., Executive Coaching, Personnel Management, Human Resources, Benefits Administration, Organizational Design, Leadership, Strategy, Hiring, Management, Team Building, Strategic Planning, Onboarding, Cross-functional Team..., Project Management, Team Leadership
Education
Brigham Young University
BS / BA, Human Resources / Business / Italian
University of Phoenix (MBA)
MBA, Business Administration
Bret Tillman Bret Tillman's Fidelity Investments Experience April 2015 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Raymond James Financial Services March 2010 - April 2015
Edward Jones July 2005 - March 2010
Education
Brigham Young University 2001 — 2004
Bachelors, Business Management
Fidelity Investments April 2015 - Present
Raymond James Financial Services March 2010 - April 2015
Edward Jones July 2005 - March 2010
Education
Brigham Young University 2001 — 2004
Bachelors, Business Management
Chip Hopper's Fidelity Investments Experience June 1998 - May 1999
Job Global Strategy, Intelligence, Business Development, Product Management, Data Science, Marketing
Industry Computer Software
Experience
Xactware May 2013 - Present
Xactware August 2011 - May 2013
Xactware July 2005 - August 2011
Vision Care Centers August 2003 - February 2005
Walmart October 2002 - August 2003
Draper Area Chamber of Commerce 1999 - 2003
Franklin Covey February 2001 - September 2001
Edward Jones May 1999 - February 2001
Fidelity Investments June 1998 - May 1999
Skills
Product Management, Product Marketing, Marketing, Strategy, Leadership, Marketing Strategy, Management, Analytics, Strategic Planning, CRM, Email Marketing, Business Development, Competitive Analysis, Salesforce.com, Lead Generation, Team Management, Account Management, Training, Online Marketing, Market Research, Marketing Automation, Sales, Business Strategy, SEO, Conceptualizer, Online Advertising, Team Leadership, E-commerce, Web Analytics, Social Media Marketing, Market Analysis, Agile Methodologies, SaaS, Business, Business Analysis, Pricing Strategy, Business Process, Brand Management, Financial Analysis, Requirements Analysis, Property & Casualty..., Software, New Business Development, Global Strategy, supply chain, Programming, Global Business..., Futurology, Futurist, Data Science
Education
University of Utah 2004 — 2006
Masters, Executive MBA
Brigham Young University 1991 — 1998
Bachelors, Design
Xactware May 2013 - Present
Xactware August 2011 - May 2013
Xactware July 2005 - August 2011
Vision Care Centers August 2003 - February 2005
Walmart October 2002 - August 2003
Draper Area Chamber of Commerce 1999 - 2003
Franklin Covey February 2001 - September 2001
Edward Jones May 1999 - February 2001
Fidelity Investments June 1998 - May 1999
Skills
Product Management, Product Marketing, Marketing, Strategy, Leadership, Marketing Strategy, Management, Analytics, Strategic Planning, CRM, Email Marketing, Business Development, Competitive Analysis, Salesforce.com, Lead Generation, Team Management, Account Management, Training, Online Marketing, Market Research, Marketing Automation, Sales, Business Strategy, SEO, Conceptualizer, Online Advertising, Team Leadership, E-commerce, Web Analytics, Social Media Marketing, Market Analysis, Agile Methodologies, SaaS, Business, Business Analysis, Pricing Strategy, Business Process, Brand Management, Financial Analysis, Requirements Analysis, Property & Casualty..., Software, New Business Development, Global Strategy, supply chain, Programming, Global Business..., Futurology, Futurist, Data Science
Education
University of Utah 2004 — 2006
Masters, Executive MBA
Brigham Young University 1991 — 1998
Bachelors, Design
Dustin Belliston Dustin Belliston's Fidelity Investments Experience May 2015 - August 2015
Job Software Developer at Izeni
Industry Computer Software
Experience
Izeni September 2015 - Present
Fidelity Investments May 2015 - August 2015
The Church of Jesus Christ of Latter-day Saints December 2012 - April 2015
Extend Health August 2009 - March 2010
Skills
Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Medicare, Leadership, Long-term Care, Workers Compensation, Sales, Fixed Annuities, Programming, Small Business
Education
Brigham Young University 2009 — 2016
Master's degree, Management Information Systems
Salem Hills High School 2008 — 2009
Izeni September 2015 - Present
Fidelity Investments May 2015 - August 2015
The Church of Jesus Christ of Latter-day Saints December 2012 - April 2015
Extend Health August 2009 - March 2010
Skills
Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Medicare, Leadership, Long-term Care, Workers Compensation, Sales, Fixed Annuities, Programming, Small Business
Education
Brigham Young University 2009 — 2016
Master's degree, Management Information Systems
Salem Hills High School 2008 — 2009
Brennen Ricks's Fidelity Investments Experience November 2010 - August 2013
Job Banking & Financial Services Professional. CFA Levell II Candidate.
Industry Banking
Experience
USAA June 2015 - Present
University of Washington, Michael G. Foster School of Business January 2014 - June 2015
Austin Energy June 2014 - August 2014
Pacific Continental Bank January 2014 - March 2014
Fidelity Investments November 2010 - August 2013
Operation Smile 5k January 2008 - September 2012
Heritage Financial Group Inc. July 2010 - October 2010
Skills
Investments, Mutual Funds, Finance, Financial Accounting, IRAs, Training Facilitation, Stock Trading, Teaching, Leadership, Project Management, Series 7, Options Trading, Event Management, Research & Analysis, Options, Team Facilitation, Financial Analysis, Microsoft Office, Equities, Analysis, Financial Planning, Microsoft Excel, Strategy, Series 63, Data Analysis, Investment Tax Reporting, Management, Banking
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2004 — 2010
Business Management, Finance
USAA June 2015 - Present
University of Washington, Michael G. Foster School of Business January 2014 - June 2015
Austin Energy June 2014 - August 2014
Pacific Continental Bank January 2014 - March 2014
Fidelity Investments November 2010 - August 2013
Operation Smile 5k January 2008 - September 2012
Heritage Financial Group Inc. July 2010 - October 2010
Skills
Investments, Mutual Funds, Finance, Financial Accounting, IRAs, Training Facilitation, Stock Trading, Teaching, Leadership, Project Management, Series 7, Options Trading, Event Management, Research & Analysis, Options, Team Facilitation, Financial Analysis, Microsoft Office, Equities, Analysis, Financial Planning, Microsoft Excel, Strategy, Series 63, Data Analysis, Investment Tax Reporting, Management, Banking
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2004 — 2010
Business Management, Finance
Scott Coven's Fidelity Investments Experience April 2004 - May 2008
Job at
Industry Financial Services
Experience
Deutsche Asset Management August 2015 - Present
JPMorgan Chase August 2014 - July 2015
State Street Bank May 2008 - August 2014
Fidelity Investments April 2004 - May 2008
Education
Bridgewater State College 1993 — 1997
Bachelor of Science (BS) Management Science, Marketing
Deutsche Asset Management August 2015 - Present
JPMorgan Chase August 2014 - July 2015
State Street Bank May 2008 - August 2014
Fidelity Investments April 2004 - May 2008
Education
Bridgewater State College 1993 — 1997
Bachelor of Science (BS) Management Science, Marketing
John Ludlow John Ludlow's Fidelity Investments Experience November 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2014 - Present
Morgan Stanley May 2013 - July 2014
CLS Investments, LLC July 2007 - May 2013
CLS June 2005 - July 2007
Fidelity Investments August 1995 - June 2005
Skills
Asset Managment, Financial Analysis, Process Improvement, Mutual Funds, Asset Management, Business Analysis, Strategic Planning, Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Wealth Management, Management, Investments, Customer Service, Microsoft Excel, Risk Management, Strategic Financial..., Financial Planning
Education
Brigham Young University 2002 — 2004
MBA, Business
Fidelity Investments November 2014 - Present
Morgan Stanley May 2013 - July 2014
CLS Investments, LLC July 2007 - May 2013
CLS June 2005 - July 2007
Fidelity Investments August 1995 - June 2005
Skills
Asset Managment, Financial Analysis, Process Improvement, Mutual Funds, Asset Management, Business Analysis, Strategic Planning, Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Wealth Management, Management, Investments, Customer Service, Microsoft Excel, Risk Management, Strategic Financial..., Financial Planning
Education
Brigham Young University 2002 — 2004
MBA, Business
McKenzie John's Fidelity Investments Experience
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Financial Services, Mutual Funds, Relationship Management, Business Analysis, Investments
Education
Bridgewater State University 1986 — 1991
Bachelor's degree, English
Fidelity Investments
Skills
Financial Services, Mutual Funds, Relationship Management, Business Analysis, Investments
Education
Bridgewater State University 1986 — 1991
Bachelor's degree, English
Greg Goates Greg Goates's Fidelity Investments Experience 1986 - 1988
Job Executive Coach | Strategic Planning | Change Management | Leadership Development
Industry Management Consulting
Experience
Goates Consulting Group January 2004 - Present
Center for Creative Leadership February 2011 - Present
UC San Diego Extension 2005 - Present
Amylin Pharmaceuticals 2008 - 2010
Alliance for Organizational Excellence 2006 - 2008
Invitrogen 2001 - 2004
Children's Hospital and Health Center 2000 - 2001
Senior Flexonics Ketema Division 1996 - 2000
Southern California Training Council 1988 - 1996
Fidelity Investments 1986 - 1988
Skills
Executive Coaching, Organizational..., Leadership Development, Talent Management, Performance Management, Organizational..., Training, Succession Planning, Emotional Intelligence, Change Management, Strategic Planning, Leadership, Management, Coaching, Talent Acquisition, Personnel Management, Human Resources, Strategy, Career Development, Facilitation, HR Consulting, Organizational Learning, Performance Tuning, Executive Development, 360 Feedback, Onboarding, Continuous Improvement, Organizational Needs..., Human Capital, Transformational..., Organizational Design, Career Management, Project Management, Management Development, Workshop Facilitation, Employee Engagement, Career Counseling, MBTI, Consulting, Training and Development, Staff Retention, Staff Development, Instructional Design, Culture Change, Conflict Resolution, Mergers & Acquisitions, Performance Improvement, Continuous Improvement..., Process Management, Managing for Maximum...
Education
University of San Diego 1996 — 1998
MA
Brigham Young University 1979 — 1987
BA
Goates Consulting Group January 2004 - Present
Center for Creative Leadership February 2011 - Present
UC San Diego Extension 2005 - Present
Amylin Pharmaceuticals 2008 - 2010
Alliance for Organizational Excellence 2006 - 2008
Invitrogen 2001 - 2004
Children's Hospital and Health Center 2000 - 2001
Senior Flexonics Ketema Division 1996 - 2000
Southern California Training Council 1988 - 1996
Fidelity Investments 1986 - 1988
Skills
Executive Coaching, Organizational..., Leadership Development, Talent Management, Performance Management, Organizational..., Training, Succession Planning, Emotional Intelligence, Change Management, Strategic Planning, Leadership, Management, Coaching, Talent Acquisition, Personnel Management, Human Resources, Strategy, Career Development, Facilitation, HR Consulting, Organizational Learning, Performance Tuning, Executive Development, 360 Feedback, Onboarding, Continuous Improvement, Organizational Needs..., Human Capital, Transformational..., Organizational Design, Career Management, Project Management, Management Development, Workshop Facilitation, Employee Engagement, Career Counseling, MBTI, Consulting, Training and Development, Staff Retention, Staff Development, Instructional Design, Culture Change, Conflict Resolution, Mergers & Acquisitions, Performance Improvement, Continuous Improvement..., Process Management, Managing for Maximum...
Education
University of San Diego 1996 — 1998
MA
Brigham Young University 1979 — 1987
BA
Juan Carlos Espinal Juan Carlos Espinal's Fidelity Investments Experience January 2007 - Present
Job Investment Education Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Skills
401k, Series 6, Retirement Planning, Investments, Retirement, Series 63, Mutual Funds, Series 7, Asset Allocation, Training, Financial Services, 403 b, Public Speaking, FINRA, series 66
Education
Bridgewater State College 2002 — 2006
Bachelor of Science (B.S.), Aviation Management
UMass Lowell 2000 — 2002
Certificate, Web/Multimedia Management and Webmaster
Fidelity Investments January 2007 - Present
Skills
401k, Series 6, Retirement Planning, Investments, Retirement, Series 63, Mutual Funds, Series 7, Asset Allocation, Training, Financial Services, 403 b, Public Speaking, FINRA, series 66
Education
Bridgewater State College 2002 — 2006
Bachelor of Science (B.S.), Aviation Management
UMass Lowell 2000 — 2002
Certificate, Web/Multimedia Management and Webmaster
Morrison DeChambeau Morrison DeChambeau's Fidelity Investments Experience April 2002 - October 2005
Job Integrated Logistics Support Specialist at General Dynamics Mission Systems
Industry Defense & Space
Experience
General Dynamics C4 Systems February 2008 - Present
Fidelity Investments April 2002 - October 2005
Skills
Military Logistics, Provisioning, Active DoD Secret..., Microsoft Excel, Microsoft Word, PowerLog-J, MICAPS, ICAPS, Technical Documentation, Military, Requirements Analysis, Technical Writing, Government Contracting, Security Clearance, Microsoft Office, Software Documentation, Information Assurance, Adobe Acrobat, Project Planning, DoD, Leadership, Government
Education
Apponequet High School
Bridgewater State College
UMass Dartmouth
Bachelor of Arts (B.A.), Literature
General Dynamics C4 Systems February 2008 - Present
Fidelity Investments April 2002 - October 2005
Skills
Military Logistics, Provisioning, Active DoD Secret..., Microsoft Excel, Microsoft Word, PowerLog-J, MICAPS, ICAPS, Technical Documentation, Military, Requirements Analysis, Technical Writing, Government Contracting, Security Clearance, Microsoft Office, Software Documentation, Information Assurance, Adobe Acrobat, Project Planning, DoD, Leadership, Government
Education
Apponequet High School
Bridgewater State College
UMass Dartmouth
Bachelor of Arts (B.A.), Literature
Scott Doughman Scott Doughman's Fidelity Investments Experience 1995 - 1995
Job VP, Business Development Global Brand Partnerships
Industry Internet
Experience
Yahoo! 2010 - Present
SunGard 2000 - 2007
FedEx Office 1998 - 2000
Booz & Company 1996 - 1998
Fidelity Investments 1995 - 1995
Price Waterhouse 1992 - 1994
Jet Propulsion Laboratory 1990 - 1990
Education
Stanford University 2002 — 2002
Executive Education
University of Pennsylvania 1994 — 1996
MBA
Brigham Young University 1988 — 1991
BS
Yahoo! 2010 - Present
SunGard 2000 - 2007
FedEx Office 1998 - 2000
Booz & Company 1996 - 1998
Fidelity Investments 1995 - 1995
Price Waterhouse 1992 - 1994
Jet Propulsion Laboratory 1990 - 1990
Education
Stanford University 2002 — 2002
Executive Education
University of Pennsylvania 1994 — 1996
MBA
Brigham Young University 1988 — 1991
BS
Brett J. Burns Brett J. Burns's Fidelity Investments Experience 2005 - 2008
Job Director of Member Services at Ancestry
Industry Internet
Experience
Ancestry September 2013 - Present
Wasatch Life /Brightwagon LLC 2010 - September 2013
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Skills
Executive Management, Cross-functional Team..., Organizational..., Financial Services, Process Improvement, Relationship Management, P&L Management, Corporate Training, Direct Response..., Small Business, Business Unit Oversite, Operations Management, Business, Direct Response, Contact Centers, CRM, Management, Vendor Management, Financial Analysis, Lead Generation, Strategy, Mergers & Acquisitions, Leadership, Coaching, Call Centers, Business Analysis, Customer Satisfaction, Customer Service, Analysis, Program Management, Supply Chain Management, Outsourcing, Performance Management, Training, Start-ups
Education
MBA - Brigham Young University 2006 — 2008
MBA
University of Utah 1988 — 1993
BS
Ancestry September 2013 - Present
Wasatch Life /Brightwagon LLC 2010 - September 2013
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Skills
Executive Management, Cross-functional Team..., Organizational..., Financial Services, Process Improvement, Relationship Management, P&L Management, Corporate Training, Direct Response..., Small Business, Business Unit Oversite, Operations Management, Business, Direct Response, Contact Centers, CRM, Management, Vendor Management, Financial Analysis, Lead Generation, Strategy, Mergers & Acquisitions, Leadership, Coaching, Call Centers, Business Analysis, Customer Satisfaction, Customer Service, Analysis, Program Management, Supply Chain Management, Outsourcing, Performance Management, Training, Start-ups
Education
MBA - Brigham Young University 2006 — 2008
MBA
University of Utah 1988 — 1993
BS
Curt Hostetler Curt Hostetler's Fidelity Investments Experience June 2011 - April 2013
Job Senior MBA Finance Associate at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines June 2014 - Present
Delta Air Lines June 2013 - June 2014
Fidelity Investments June 2011 - April 2013
City of Detroit September 2011 - December 2011
Fidelity Investments August 2009 - June 2011
University of Michigan Financial Derivatives and Risk Management Club September 2008 - December 2009
Fidelity Investments January 2008 - August 2009
Fidelity Investments May 2006 - January 2008
BYU Broadcasting January 2003 - April 2006
Icon Security (ADT Dealer) May 2005 - December 2005
Skills
Investments, Excel, Financial Planning, Customer Relations, Word, Analysis, Microsoft Office, Budgeting, Series 7, Accounting, Corporate Finance, Spanish, Asset Allocation, Personal Finance, Financial Education, Microsoft Excel, Budgets, Strategic Financial..., Banking, Customer Service, Strategic Planning, Management, Business Planning, Mutual Funds, Valuation, Financial Modeling, Financial Analysis, Finance, Training, Sales, Options, Trading
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2013
MBA, Finance
Brigham Young University 1999 — 2006
BS, Finance
Delta Air Lines June 2014 - Present
Delta Air Lines June 2013 - June 2014
Fidelity Investments June 2011 - April 2013
City of Detroit September 2011 - December 2011
Fidelity Investments August 2009 - June 2011
University of Michigan Financial Derivatives and Risk Management Club September 2008 - December 2009
Fidelity Investments January 2008 - August 2009
Fidelity Investments May 2006 - January 2008
BYU Broadcasting January 2003 - April 2006
Icon Security (ADT Dealer) May 2005 - December 2005
Skills
Investments, Excel, Financial Planning, Customer Relations, Word, Analysis, Microsoft Office, Budgeting, Series 7, Accounting, Corporate Finance, Spanish, Asset Allocation, Personal Finance, Financial Education, Microsoft Excel, Budgets, Strategic Financial..., Banking, Customer Service, Strategic Planning, Management, Business Planning, Mutual Funds, Valuation, Financial Modeling, Financial Analysis, Finance, Training, Sales, Options, Trading
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2013
MBA, Finance
Brigham Young University 1999 — 2006
BS, Finance
Grant Tanner, CFP® Grant Tanner, CFP®'s Fidelity Investments Experience July 2011 - February 2015
Job Benefits & Insurance Consultant, Financial Advisor
Industry Financial Services
Experience
Denver Management Advisors June 2015 - Present
Fidelity Investments July 2011 - February 2015
Fidelity Investments March 2010 - July 2011
Texas Wasatch Group May 2009 - October 2009
Prosper March 2009 - April 2009
FundingUniverse.com January 2009 - March 2009
BYU Global Financial Advisors August 2008 - December 2008
Triton Investment Properties June 2008 - August 2008
Skills
Series 66, Series 63, Series 7, 401k, Investments, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Microsoft Excel, Insurance, Financial Analysis, Asset Allocation, Valuation, Microsoft Office, Sales, Risk Management, Investment Strategies, Life & Health Insurance..., Personal Financial..., Trading, Cash Management, IRAs, Relationship Management, Fixed Annuities, Equities, Financial Advisory, Portfolio Management, Finance, Investment Advisory, Securities, Wealth Management, Public Speaking, Customer Service, Financial Modeling, Leadership, Financial Services
Education
Brigham Young University 2003 — 2008
Business Management, Finance
Cherry Creek High School 1999 — 2003
Denver Management Advisors June 2015 - Present
Fidelity Investments July 2011 - February 2015
Fidelity Investments March 2010 - July 2011
Texas Wasatch Group May 2009 - October 2009
Prosper March 2009 - April 2009
FundingUniverse.com January 2009 - March 2009
BYU Global Financial Advisors August 2008 - December 2008
Triton Investment Properties June 2008 - August 2008
Skills
Series 66, Series 63, Series 7, 401k, Investments, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Microsoft Excel, Insurance, Financial Analysis, Asset Allocation, Valuation, Microsoft Office, Sales, Risk Management, Investment Strategies, Life & Health Insurance..., Personal Financial..., Trading, Cash Management, IRAs, Relationship Management, Fixed Annuities, Equities, Financial Advisory, Portfolio Management, Finance, Investment Advisory, Securities, Wealth Management, Public Speaking, Customer Service, Financial Modeling, Leadership, Financial Services
Education
Brigham Young University 2003 — 2008
Business Management, Finance
Cherry Creek High School 1999 — 2003
Gene Abernethy Gene Abernethy's Fidelity Investments Experience March 2008 - December 2008
Job Chief Human Resources Officer at Progrexion
Industry Consumer Services
Experience
Progrexion 2010 - Present
Fidelity Investments March 2008 - December 2008
Fidelity Investments July 2005 - March 2008
Fidelity Investments July 1997 - July 2005
Fidelity Investments March 1992 - July 1997
Kraft Foods August 1986 - March 1992
Skills
HR Strategy Design and..., Associate Engagement..., Leadership and..., Organizational Design, Start-ups, Succession Planning, Onboarding, Global Workforce..., Executive Coaching and..., Recruitment Strategy..., Compensation Strategy..., Group Presentations, Customer Retention, Executive Coaching, Management, Talent Management, Recruiting, Team Building, Strategy, Sales, Coaching, Leadership, Leadership Development
Education
University of Utah - David Eccles School of Business 1984 — 1986
Masters of Science Degree, Human Resources
Brigham Young University 1979 — 1984
B.A., International Relations
Progrexion 2010 - Present
Fidelity Investments March 2008 - December 2008
Fidelity Investments July 2005 - March 2008
Fidelity Investments July 1997 - July 2005
Fidelity Investments March 1992 - July 1997
Kraft Foods August 1986 - March 1992
Skills
HR Strategy Design and..., Associate Engagement..., Leadership and..., Organizational Design, Start-ups, Succession Planning, Onboarding, Global Workforce..., Executive Coaching and..., Recruitment Strategy..., Compensation Strategy..., Group Presentations, Customer Retention, Executive Coaching, Management, Talent Management, Recruiting, Team Building, Strategy, Sales, Coaching, Leadership, Leadership Development
Education
University of Utah - David Eccles School of Business 1984 — 1986
Masters of Science Degree, Human Resources
Brigham Young University 1979 — 1984
B.A., International Relations
Laurie Leehan Laurie Leehan's Fidelity Investments Experience October 2012 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments November 1996 - October 2011
Keane, Inc September 1995 - November 1996
MPM Corporation December 1994 - September 1995
Silverplatter Information, Inc. January 1993 - December 1994
Clearpoint Research September 1989 - January 1993
LTX Corporation September 1987 - September 1989
Education
Northeastern University 1980 — 1983
BS, Marketing
Bridgewater State College 1978 — 1980
Fidelity Investments October 2012 - Present
Fidelity Investments November 1996 - October 2011
Keane, Inc September 1995 - November 1996
MPM Corporation December 1994 - September 1995
Silverplatter Information, Inc. January 1993 - December 1994
Clearpoint Research September 1989 - January 1993
LTX Corporation September 1987 - September 1989
Education
Northeastern University 1980 — 1983
BS, Marketing
Bridgewater State College 1978 — 1980
Brent J. Hartman Brent J. Hartman's Fidelity Investments Experience August 2000 - February 2009
Job Senior Manager | Investment Research at CAPTRUST
Industry Investment Management
Experience
CAPTRUST 2012 - Present
The Newport Group May 2012 - November 2012
Retirement Corpration of America 2012 - May 2012
Adventist Healthcare Retirement Plan February 2009 - December 2011
Fidelity Investments August 2000 - February 2009
Hewlett-Packard May 1993 - August 2000
Skills
Asset Allocation, Mutual Funds, Investments, Retirement Planning, Vendor Management, Contract Negotiation, Qualified Retirement..., Fiduciary, Pensions, Non-Qualified Deferred..., Asset Managment, 401(k) Fiduciary, Customer Relations, Investment Management, LDI, Transition Management, Pension De-risking, Portfolio Management, Defined Benefit, 401k, Investment Advisory, Defined Contribution, Finance, Retirement, Retirement Plan..., Investment Strategies, Financial Services, Series 7, Wealth Management, Series 63, Alternative Investments
Education
Purdue University - Krannert School of Management 1991 — 1993
MBA, Finance/Investments/International Finance
Brigham Young University 1984 — 1991
B.S., Business Administration/Accounting
CAPTRUST 2012 - Present
The Newport Group May 2012 - November 2012
Retirement Corpration of America 2012 - May 2012
Adventist Healthcare Retirement Plan February 2009 - December 2011
Fidelity Investments August 2000 - February 2009
Hewlett-Packard May 1993 - August 2000
Skills
Asset Allocation, Mutual Funds, Investments, Retirement Planning, Vendor Management, Contract Negotiation, Qualified Retirement..., Fiduciary, Pensions, Non-Qualified Deferred..., Asset Managment, 401(k) Fiduciary, Customer Relations, Investment Management, LDI, Transition Management, Pension De-risking, Portfolio Management, Defined Benefit, 401k, Investment Advisory, Defined Contribution, Finance, Retirement, Retirement Plan..., Investment Strategies, Financial Services, Series 7, Wealth Management, Series 63, Alternative Investments
Education
Purdue University - Krannert School of Management 1991 — 1993
MBA, Finance/Investments/International Finance
Brigham Young University 1984 — 1991
B.S., Business Administration/Accounting
Renee Jackson's Fidelity Investments Experience April 2015 - Present
Job Director Customer Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments April 2011 - April 2015
Fidelity Investments February 2009 - April 2011
Fidelity Investments May 2007 - February 2009
Fidelity Investments March 2005 - May 2007
Fidelity Investments November 2003 - March 2005
Service Delivery University July 2003 - November 2003
Service Delivery University October 2002 - July 2003
Service Delivery University February 2000 - October 2002
Fidelity Investments November 1998 - February 2000
Skills
Relationship Management, Financial Services, Project Management, Leadership, Analytics, Vendor Management, CRM, Product Management
Education
Bridgewater State College 1992 — 1996
Bachelor of Science (BS), Business Management
Fidelity Investments April 2015 - Present
Fidelity Investments April 2011 - April 2015
Fidelity Investments February 2009 - April 2011
Fidelity Investments May 2007 - February 2009
Fidelity Investments March 2005 - May 2007
Fidelity Investments November 2003 - March 2005
Service Delivery University July 2003 - November 2003
Service Delivery University October 2002 - July 2003
Service Delivery University February 2000 - October 2002
Fidelity Investments November 1998 - February 2000
Skills
Relationship Management, Financial Services, Project Management, Leadership, Analytics, Vendor Management, CRM, Product Management
Education
Bridgewater State College 1992 — 1996
Bachelor of Science (BS), Business Management
Rob Costello's Fidelity Investments Experience 1996 - 2005
Job Epic Optime & Anesthesia Analyst ll at Boston Medical Center
Industry Education Management
Experience
Boston Medical Center January 2013 - Present
Boston Medical Center August 2012 - January 2013
Emerson Hospital August 2011 - August 2012
Emerson Hospital August 2008 - August 2012
Harvard April 2007 - August 2008
MFS Investments January 2005 - April 2007
fidelity investments 1996 - 2005
Skills
Active Directory, Citrix, ITIL, Automate 7, Zoho ServiceDesk Plus..., Kace KBox, Citrix CMC, ACD Reporting, Symantec Ghost, GE Centricity, Move Coordinator, Epic Anesthesia..., Epic OpTime Certfied, EHR Charge Capture, Preference Cards, Epic Reporting Workbench, Access, Disaster Recovery, EHR, EMR, HIPAA, Healthcare, Healthcare Information..., Hospitals, Microsoft Exchange, Norton Ghost, Software Documentation, Technical Support, Windows XP, XP
Education
Bridgewater State University
Bachelor of Science (BS), Business Administration and Management, General
Bridgewater State College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Boston Medical Center January 2013 - Present
Boston Medical Center August 2012 - January 2013
Emerson Hospital August 2011 - August 2012
Emerson Hospital August 2008 - August 2012
Harvard April 2007 - August 2008
MFS Investments January 2005 - April 2007
fidelity investments 1996 - 2005
Skills
Active Directory, Citrix, ITIL, Automate 7, Zoho ServiceDesk Plus..., Kace KBox, Citrix CMC, ACD Reporting, Symantec Ghost, GE Centricity, Move Coordinator, Epic Anesthesia..., Epic OpTime Certfied, EHR Charge Capture, Preference Cards, Epic Reporting Workbench, Access, Disaster Recovery, EHR, EMR, HIPAA, Healthcare, Healthcare Information..., Hospitals, Microsoft Exchange, Norton Ghost, Software Documentation, Technical Support, Windows XP, XP
Education
Bridgewater State University
Bachelor of Science (BS), Business Administration and Management, General
Bridgewater State College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Trish Riel's Fidelity Investments Experience March 2012 - Present
Job Sr. Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments August 2000 - December 2011
CIBER 1997 - 2008
Sunlife of Canada February 1999 - August 2000
Analog Devises September 1997 - February 1999
Sun Life of Canada 1990 - September 1997
Skills
Visio, SharePoint, Systems Analysis, Documentation, Testing, SDLC, Business Analysis, SQL, Access, Requirements Gathering, XML, Analysis, Business Requirements, Outlook, Software Documentation
Education
Community College of Rhode Island 1980 — 1983
Computer Science, Computer Science
Bridgewater State University
Business
Fidelity Investments March 2012 - Present
Fidelity Investments August 2000 - December 2011
CIBER 1997 - 2008
Sunlife of Canada February 1999 - August 2000
Analog Devises September 1997 - February 1999
Sun Life of Canada 1990 - September 1997
Skills
Visio, SharePoint, Systems Analysis, Documentation, Testing, SDLC, Business Analysis, SQL, Access, Requirements Gathering, XML, Analysis, Business Requirements, Outlook, Software Documentation
Education
Community College of Rhode Island 1980 — 1983
Computer Science, Computer Science
Bridgewater State University
Business
Gary Tomlinson Gary Tomlinson's Fidelity Investments Experience December 2005 - January 2008
Job Project Manager at By Light Professional IT Services
Industry Information Technology and Services
Experience
By Light Professional IT Services January 2014 - Present
Systems Made Simple, Inc. May 2011 - January 2014
Max Muscle Draper July 2012 - December 2013
American Express November 2010 - May 2011
Tomfish Graphics LLC April 2010 - May 2011
McDermont Field House January 2008 - March 2010
Fidelity Investments December 2005 - January 2008
Salt Lake Bees March 2002 - November 2005
Skills
Business Analysis, Business Requirements, Risk Management, Communication, Public Relations, Marketing Communications, Technical Writing, Report Writing, Newsletter Production, Text Editing, Email Marketing, Graphic Design, Marketing Management, Internal Communications, Corporate Communications
Education
Brigham Young University 1996 — 2002
Bachelor of Science, Business Management; Finance
By Light Professional IT Services January 2014 - Present
Systems Made Simple, Inc. May 2011 - January 2014
Max Muscle Draper July 2012 - December 2013
American Express November 2010 - May 2011
Tomfish Graphics LLC April 2010 - May 2011
McDermont Field House January 2008 - March 2010
Fidelity Investments December 2005 - January 2008
Salt Lake Bees March 2002 - November 2005
Skills
Business Analysis, Business Requirements, Risk Management, Communication, Public Relations, Marketing Communications, Technical Writing, Report Writing, Newsletter Production, Text Editing, Email Marketing, Graphic Design, Marketing Management, Internal Communications, Corporate Communications
Education
Brigham Young University 1996 — 2002
Bachelor of Science, Business Management; Finance
Craig Hess Craig Hess's Fidelity Investments Experience November 1998 - November 2009
Job Sr. IT Manager / Project Manager
Industry Financial Services
Experience
Zions Bancorporation July 2012 - Present
Systems Made Simple May 2011 - May 2012
Arrowpoint Solutions, Inc. April 2010 - May 2011
Fidelity Investments November 1998 - November 2009
Skills
ITIL, Project Management, Information Technology, Process Improvement, Business Analysis, Change Management, Configuration Management, PMO, Budgets, Architectures, Program Management, Agile Methodologies, Testing, Software Project..., Risk Management, Leadership, Team Building, SDLC, DoD, Software Development
Education
Brigham Young University 2002 — 2004
Zions Bancorporation July 2012 - Present
Systems Made Simple May 2011 - May 2012
Arrowpoint Solutions, Inc. April 2010 - May 2011
Fidelity Investments November 1998 - November 2009
Skills
ITIL, Project Management, Information Technology, Process Improvement, Business Analysis, Change Management, Configuration Management, PMO, Budgets, Architectures, Program Management, Agile Methodologies, Testing, Software Project..., Risk Management, Leadership, Team Building, SDLC, DoD, Software Development
Education
Brigham Young University 2002 — 2004
Lindsey Waller's Fidelity Investments Experience September 2009 - August 2011
Job Compliance Business Analyst at Homesite Insurance
Industry Insurance
Experience
Homesite Insurance January 2015 - Present
Homesite Insurance February 2014 - Present
Swansea & Dighton-Rehoboth Public School Systems January 2013 - February 2014
Fidelity Charitable September 2011 - January 2013
Fidelity Investments September 2009 - August 2011
Fidelity Investments September 2007 - July 2010
Citizens Bank July 2005 - September 2007
Skills
Testing, Test Planning, SQL, Quality Center, Quality Assurance, Agile Methodologies, Defect Tracking, Data Mining, Data Management, Metrics Reporting, Identifying Issues, Rally, Training, Cross-functional..., Process Improvement, HP Quality Center, Customer Service, SDLC
Education
Bridgewater State University 2004 — 2007
Bachelor of Science, Psychology
University of Rhode Island 2002 — 2003
Homesite Insurance January 2015 - Present
Homesite Insurance February 2014 - Present
Swansea & Dighton-Rehoboth Public School Systems January 2013 - February 2014
Fidelity Charitable September 2011 - January 2013
Fidelity Investments September 2009 - August 2011
Fidelity Investments September 2007 - July 2010
Citizens Bank July 2005 - September 2007
Skills
Testing, Test Planning, SQL, Quality Center, Quality Assurance, Agile Methodologies, Defect Tracking, Data Mining, Data Management, Metrics Reporting, Identifying Issues, Rally, Training, Cross-functional..., Process Improvement, HP Quality Center, Customer Service, SDLC
Education
Bridgewater State University 2004 — 2007
Bachelor of Science, Psychology
University of Rhode Island 2002 — 2003
Janet Gonzales Janet Gonzales's Fidelity Investments Experience August 2013 - Present
Job Senior Investment Specialist at Fidelity Investments (Series 7, 9/10, 63, 66)
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
University of Texas at Arlington December 2012 - Present
University of Texas of the Permian Basin January 2014 - May 2014
The Estée Lauder Companies Inc. May 2013 - September 2013
Alpha Phi Omega National Service Fraternity December 2012 - May 2013
SafeHaven of Tarrant County September 2012 - May 2013
University of Texas at Arlington August 2011 - May 2013
Vivint March 2009 - April 2010
Skills
PowerPoint, Microsoft Office, Research, History, Microsoft Word, Copy Editing, Event Planning, Spanish, Outlook, Social Services, Data Analysis, Nonprofits, Microsoft Excel, Time Management, Teaching, Qualitative Research, Team Building, Curriculum Design, Volunteer Management, Data Entry, Supervisory Skills, Windows, Team Leadership, Public Speaking, Training, Higher Education, Customer Satisfaction, Customer Service, Sales, Proposal Writing, Editing, Strategic Planning, Project Management, Community Outreach, Account Management, Process Improvement, Social Media, Creative Writing, Blogging, Public Relations, Social Networking, Leadership, Fundraising, Management, Coaching, Leadership Development, Program Development, Interviews, Access, Event Management
Education
Westminster College 2015 — 2019
Master of Business Administration (MBA), 4.0
The University of Texas at Arlington 2011 — 2013
Master of Arts (M.A.), American History (United States)
Brigham Young University 2008 — 2011
Bachelor of Arts (B.A.), American History
Fidelity Investments August 2013 - Present
University of Texas at Arlington December 2012 - Present
University of Texas of the Permian Basin January 2014 - May 2014
The Estée Lauder Companies Inc. May 2013 - September 2013
Alpha Phi Omega National Service Fraternity December 2012 - May 2013
SafeHaven of Tarrant County September 2012 - May 2013
University of Texas at Arlington August 2011 - May 2013
Vivint March 2009 - April 2010
Skills
PowerPoint, Microsoft Office, Research, History, Microsoft Word, Copy Editing, Event Planning, Spanish, Outlook, Social Services, Data Analysis, Nonprofits, Microsoft Excel, Time Management, Teaching, Qualitative Research, Team Building, Curriculum Design, Volunteer Management, Data Entry, Supervisory Skills, Windows, Team Leadership, Public Speaking, Training, Higher Education, Customer Satisfaction, Customer Service, Sales, Proposal Writing, Editing, Strategic Planning, Project Management, Community Outreach, Account Management, Process Improvement, Social Media, Creative Writing, Blogging, Public Relations, Social Networking, Leadership, Fundraising, Management, Coaching, Leadership Development, Program Development, Interviews, Access, Event Management
Education
Westminster College 2015 — 2019
Master of Business Administration (MBA), 4.0
The University of Texas at Arlington 2011 — 2013
Master of Arts (M.A.), American History (United States)
Brigham Young University 2008 — 2011
Bachelor of Arts (B.A.), American History
Phil Marrone's Fidelity Investments Experience August 2015 - Present
Job Health Insurance Analyst at NFP Health
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
NFP Health January 2015 - August 2015
CVS Caremark Corporation March 2014 - January 2015
Dynamic Logic - Millward Brown's Digital Practice April 2013 - May 2013
BNY Mellon May 2012 - September 2012
Worcester Public Schools February 2012 - May 2012
MassLPA January 2008 - December 2011
Electronics Recycling International June 2011 - September 2011
Sunshine Review/State Budget Solutions June 2010 - September 2010
City of Fitchburg January 2010 - March 2010
Skills
Mathematics, Statistics, Economics, SPSS, Linux, Market Research, Data Management, Calculus, Research, Policy Analysis, Data Entry, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Editing, Qualitative Research, Teaching, Public Policy, Macroeconomics, Strategic Planning, Politics, Microsoft Word, Community Outreach, Policy, Social Networking, Social Media Marketing, Customer Service, Leadership, Blogging, Teamwork, Management, Project Management, System Administration, Media Relations, Entrepreneurship, Nonprofits, Google Analytics, HTML, PHP, Survey coding, Social Media Advertising, Mobile Advertising, Mobile Marketing, Social Media, Ruby on Rails, Python, Web Development, Quantitative Research
Education
Fitchburg State University 2006 — 2011
Bachelor of Science (B.S.), Economics/International Studies and Literature, 3.5
Bridgewater State College 2008 — 2009
Algonquin Regional High School 2002 — 2006
HS Diploma
Fidelity Investments August 2015 - Present
NFP Health January 2015 - August 2015
CVS Caremark Corporation March 2014 - January 2015
Dynamic Logic - Millward Brown's Digital Practice April 2013 - May 2013
BNY Mellon May 2012 - September 2012
Worcester Public Schools February 2012 - May 2012
MassLPA January 2008 - December 2011
Electronics Recycling International June 2011 - September 2011
Sunshine Review/State Budget Solutions June 2010 - September 2010
City of Fitchburg January 2010 - March 2010
Skills
Mathematics, Statistics, Economics, SPSS, Linux, Market Research, Data Management, Calculus, Research, Policy Analysis, Data Entry, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Editing, Qualitative Research, Teaching, Public Policy, Macroeconomics, Strategic Planning, Politics, Microsoft Word, Community Outreach, Policy, Social Networking, Social Media Marketing, Customer Service, Leadership, Blogging, Teamwork, Management, Project Management, System Administration, Media Relations, Entrepreneurship, Nonprofits, Google Analytics, HTML, PHP, Survey coding, Social Media Advertising, Mobile Advertising, Mobile Marketing, Social Media, Ruby on Rails, Python, Web Development, Quantitative Research
Education
Fitchburg State University 2006 — 2011
Bachelor of Science (B.S.), Economics/International Studies and Literature, 3.5
Bridgewater State College 2008 — 2009
Algonquin Regional High School 2002 — 2006
HS Diploma
Emily Christiansen Emily Christiansen's Fidelity Investments Experience February 2001 - July 2002
Job Director, Experian RentBureau at Experian
Industry Financial Services
Experience
Experian April 2012 - Present
Experian January 2009 - March 2012
Experian August 2007 - December 2008
Wells Fargo June 2006 - September 2006
Wells Fargo April 2004 - August 2005
Wells Fargo August 2002 - March 2004
Fidelity Investments February 2001 - July 2002
Skills
Analytics, Product Management, Financial Services, Strategy, Product Marketing, Business Development, Leadership, Marketing Strategy, Marketing, Sales, Market Planning, Segmentation, Strategic Partnerships, Competitive Analysis, Lead Generation
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Marketing and Strategy
Brigham Young University 1996 — 2000
BA, Humanities major, Art History minor
Experian April 2012 - Present
Experian January 2009 - March 2012
Experian August 2007 - December 2008
Wells Fargo June 2006 - September 2006
Wells Fargo April 2004 - August 2005
Wells Fargo August 2002 - March 2004
Fidelity Investments February 2001 - July 2002
Skills
Analytics, Product Management, Financial Services, Strategy, Product Marketing, Business Development, Leadership, Marketing Strategy, Marketing, Sales, Market Planning, Segmentation, Strategic Partnerships, Competitive Analysis, Lead Generation
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Marketing and Strategy
Brigham Young University 1996 — 2000
BA, Humanities major, Art History minor
Stacy Garry's Fidelity Investments Experience June 2011 - Present
Job Director Active Trader Product Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments 2008 - June 2011
Fidelity Investments 1999 - 2000
Investment Bank and Trust 1997 - 1998
Skills
Trading Systems, Market Data, Corporate Actions, Financial Services, Fixed Income, Product Development, Equities, Securities, Bloomberg, Business Analysis, Financial Markets, Vendor Management, Electronic Trading, Back Office, Mutual Funds, Series 7, Derivatives, Options, Capital Markets, Relationship Management, Trading, Reference Data, Bonds, Equity Trading, Middle Office, Asset Management, Investments, Risk Management, Portfolio Management
Education
Bridgewater State University 1992 — 1997
Bachelor's, Management Science, Finance
Fidelity Investments June 2011 - Present
Fidelity Investments 2008 - June 2011
Fidelity Investments 1999 - 2000
Investment Bank and Trust 1997 - 1998
Skills
Trading Systems, Market Data, Corporate Actions, Financial Services, Fixed Income, Product Development, Equities, Securities, Bloomberg, Business Analysis, Financial Markets, Vendor Management, Electronic Trading, Back Office, Mutual Funds, Series 7, Derivatives, Options, Capital Markets, Relationship Management, Trading, Reference Data, Bonds, Equity Trading, Middle Office, Asset Management, Investments, Risk Management, Portfolio Management
Education
Bridgewater State University 1992 — 1997
Bachelor's, Management Science, Finance
John Packard John Packard's Fidelity Investments Experience June 1996 - October 1999
Job President/CEO at Fortius Consulting, LLC
Industry Financial Services
Experience
USA Business Lending January 2015 - Present
Endura New Mexico/West Texas January 2014 - Present
Fortius Consulting, LLC December 2010 - Present
Wealth Rock 2008 - 2011
Prosper, Inc March 2004 - July 2008
The Dimensions Business Brokers April 2004 - January 2007
Edward Jones Investments October 1999 - June 2002
Fidelity Investments June 1996 - October 1999
Central Bank and Trust August 1993 - June 1996
Skills
Venture Capital, Financial Planning, Private Equity, Investments, Real Estate, Business Valuation, Business Strategy, Mergers, Corporate Finance, Strategic Financial..., Finance, Mergers & Acquisitions, Start-ups, Portfolio Management, Asset Management, Valuation, Sales, Strategic Planning
Education
Brigham Young University 1994 — 1996
BS, Business Finance
UVSC 1991 — 1994
Associate's Degree, General Studies, A
USA Business Lending January 2015 - Present
Endura New Mexico/West Texas January 2014 - Present
Fortius Consulting, LLC December 2010 - Present
Wealth Rock 2008 - 2011
Prosper, Inc March 2004 - July 2008
The Dimensions Business Brokers April 2004 - January 2007
Edward Jones Investments October 1999 - June 2002
Fidelity Investments June 1996 - October 1999
Central Bank and Trust August 1993 - June 1996
Skills
Venture Capital, Financial Planning, Private Equity, Investments, Real Estate, Business Valuation, Business Strategy, Mergers, Corporate Finance, Strategic Financial..., Finance, Mergers & Acquisitions, Start-ups, Portfolio Management, Asset Management, Valuation, Sales, Strategic Planning
Education
Brigham Young University 1994 — 1996
BS, Business Finance
UVSC 1991 — 1994
Associate's Degree, General Studies, A
Sherry Meers's Fidelity Investments Experience November 2009 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
Celebrating Home -Self Employed May 2009 - December 2009
ACN January 2009 - May 2009
Fidelity Investments August 1998 - June 2008
Fidelity 2002 - 2008
Fidelity Investments November 2002 - February 2007
First Data Corporation 1988 - 1998
Education
Bridgewater State University 1984 — 1988
B.S., Early Childhood Education
Fidelity Investments November 2009 - Present
Celebrating Home -Self Employed May 2009 - December 2009
ACN January 2009 - May 2009
Fidelity Investments August 1998 - June 2008
Fidelity 2002 - 2008
Fidelity Investments November 2002 - February 2007
First Data Corporation 1988 - 1998
Education
Bridgewater State University 1984 — 1988
B.S., Early Childhood Education
Jeffrey Barrus Jeffrey Barrus's Fidelity Investments Experience August 2011 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2011 - Present
Deal Pickle May 2009 - Present
Secure Alert May 2009 - August 2009
Brigham Young University March 2008 - April 2009
Wasatch Advisors August 2003 - January 2005
Skills
Java, Scala, Flex, Actionscript, PHP, SQL, XML, XSL, XSD, HTML, CSS, Javascript, Python, JavaScript, Linux, Web Development, ActionScript
Education
Brigham Young University 2004 — 2010
Bachelors, Computer Science
Fidelity Investments August 2011 - Present
Deal Pickle May 2009 - Present
Secure Alert May 2009 - August 2009
Brigham Young University March 2008 - April 2009
Wasatch Advisors August 2003 - January 2005
Skills
Java, Scala, Flex, Actionscript, PHP, SQL, XML, XSL, XSD, HTML, CSS, Javascript, Python, JavaScript, Linux, Web Development, ActionScript
Education
Brigham Young University 2004 — 2010
Bachelors, Computer Science
Douglas Deru Douglas Deru's Fidelity Investments Experience December 2005 - December 2008
Job Lease Administrator & Auditor at Cassidy Turley
Industry Accounting
Experience
Cassidy Turley January 2012 - Present
PNC March 2011 - January 2012
Wells Fargo Advisors March 2010 - March 2011
Edward Jones December 2009 - July 2010
Fidelity Investments December 2005 - December 2008
Fidelity Investments April 2001 - December 2005
Fidelity Investments October 1999 - April 2001
Fidelity Investments September 1998 - October 1999
Skills
Mutual Funds, Budgets, Financial Reporting, Finance, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management, Sales, Accounting, Fixed Income, Risk Management, Equities
Education
University of Phoenix 2009 — 2010
MSA, Accounting
Brigham Young University 1991 — 1997
BA, Public Relations
Cassidy Turley January 2012 - Present
PNC March 2011 - January 2012
Wells Fargo Advisors March 2010 - March 2011
Edward Jones December 2009 - July 2010
Fidelity Investments December 2005 - December 2008
Fidelity Investments April 2001 - December 2005
Fidelity Investments October 1999 - April 2001
Fidelity Investments September 1998 - October 1999
Skills
Mutual Funds, Budgets, Financial Reporting, Finance, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management, Sales, Accounting, Fixed Income, Risk Management, Equities
Education
University of Phoenix 2009 — 2010
MSA, Accounting
Brigham Young University 1991 — 1997
BA, Public Relations
Hillary Bluhm Hillary Bluhm's Fidelity Investments Experience 2013 - 2013
Job Pilates & Prenatal Instructor Intern
Industry Health, Wellness and Fitness
Experience
Commit To Change June 2014 - Present
Caregiver Services August 2013 - Present
Fidelity Investments 2013 - 2013
Brigham Young University 2012 - 2013
Urban Talent Management 2010 - 2013
Myfastpc.net 2012 - 2012
Skills
Organizational..., Sales, First Aid, Cpr Certified, University Teaching, Public Speaking, Oral & Written..., People Skills, Computer Systems..., Modeling, Genealogy, Health Promotion, Spanish, Leadership, Critical Thinking, Data Analysis, Program Evaluation, Training, Teaching, Microsoft Word, Conflict Resolution, PowerPoint, Public Health Education, Time Management, Research, Public Health, Fundraising, Communication, Microsoft Office
Education
Brigham Young University
Bachelor's of General Studies, Human Development and Family Studies, Wellness Education
Commit To Change June 2014 - Present
Caregiver Services August 2013 - Present
Fidelity Investments 2013 - 2013
Brigham Young University 2012 - 2013
Urban Talent Management 2010 - 2013
Myfastpc.net 2012 - 2012
Skills
Organizational..., Sales, First Aid, Cpr Certified, University Teaching, Public Speaking, Oral & Written..., People Skills, Computer Systems..., Modeling, Genealogy, Health Promotion, Spanish, Leadership, Critical Thinking, Data Analysis, Program Evaluation, Training, Teaching, Microsoft Word, Conflict Resolution, PowerPoint, Public Health Education, Time Management, Research, Public Health, Fundraising, Communication, Microsoft Office
Education
Brigham Young University
Bachelor's of General Studies, Human Development and Family Studies, Wellness Education
Pamela George's Fidelity Investments Experience June 2005 - May 2012
Job Project Manager
Industry Telecommunications
Experience
Ingenico Mobile Solutions April 2013 - Present
Wolf & Company, P.C. May 2012 - April 2013
Fidelity Investments June 2005 - May 2012
Education
Eastern Nazarene College
Bachelor of Arts (B.A.), Business/Corporate Communications
Bridgewater State University
Ingenico Mobile Solutions April 2013 - Present
Wolf & Company, P.C. May 2012 - April 2013
Fidelity Investments June 2005 - May 2012
Education
Eastern Nazarene College
Bachelor of Arts (B.A.), Business/Corporate Communications
Bridgewater State University
Matthew Lizotte's Fidelity Investments Experience June 1998 - September 2002
Job Senior Mainframe Programmer/Analyst
Industry Information Technology and Services
Experience
Bank of America September 2006 - July 2012
Fidelity Investments June 1998 - September 2002
Alltel Information Services 1997 - 1998
First Data Corporation September 1993 - May 1997
Amica Mutual Insurance Co. September 1990 - September 1993
Skills
COBOLII, COBOL LE, Endeavor, changeman, EZ-Trieve plus, Access, DB2, SQL DB2, JCL, TSO, C++, CICS, VSAM, QSAM, IMS DB/DC, CA7
Education
Bridgewater State College 1986 — 1990
Bachelor's degree, Computer Science, 3.1
Bank of America September 2006 - July 2012
Fidelity Investments June 1998 - September 2002
Alltel Information Services 1997 - 1998
First Data Corporation September 1993 - May 1997
Amica Mutual Insurance Co. September 1990 - September 1993
Skills
COBOLII, COBOL LE, Endeavor, changeman, EZ-Trieve plus, Access, DB2, SQL DB2, JCL, TSO, C++, CICS, VSAM, QSAM, IMS DB/DC, CA7
Education
Bridgewater State College 1986 — 1990
Bachelor's degree, Computer Science, 3.1
Ben Alivio Ben Alivio's Fidelity Investments Experience 1996 - 1999
Job Relationship Manager | Client Relationship Manager | Banking Relationship Manager | Retirement Services | 401K
Industry Financial Services
Experience
The Bank of New York Mellon 2005 - 2011
Hewitt Associates 2002 - 2005
WindRiver Capital Partners LLC 1999 - 2002
Fidelity Investments 1996 - 1999
Bankers Trust Company 1992 - 1996
Skills
Mutual Funds, Financial Services, Securities, Series 63, Relationship Management, Investments, Series 7, 401k, Investment Advisory, Portfolio Management, Equities, Retirement Planning, Private Equity, Consulting, Strategic Planning, Asset Allocation, Sales Management, Business Strategy, Team Leadership, Wealth Management, Asset Management, Fixed Income, Investment Management, Retirement, Hedge Funds, Investment Strategies, FINRA, Bonds, Banking, Global Custody
Education
Brigham Young University
Bachelor of Arts (B.A.)
University of Dallas - Graduate School of Management
The Bank of New York Mellon 2005 - 2011
Hewitt Associates 2002 - 2005
WindRiver Capital Partners LLC 1999 - 2002
Fidelity Investments 1996 - 1999
Bankers Trust Company 1992 - 1996
Skills
Mutual Funds, Financial Services, Securities, Series 63, Relationship Management, Investments, Series 7, 401k, Investment Advisory, Portfolio Management, Equities, Retirement Planning, Private Equity, Consulting, Strategic Planning, Asset Allocation, Sales Management, Business Strategy, Team Leadership, Wealth Management, Asset Management, Fixed Income, Investment Management, Retirement, Hedge Funds, Investment Strategies, FINRA, Bonds, Banking, Global Custody
Education
Brigham Young University
Bachelor of Arts (B.A.)
University of Dallas - Graduate School of Management
Jeff Tolsma Jeff Tolsma's Fidelity Investments Experience June 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments July 2012 - June 2013
Fidelity Investments March 2011 - July 2012
TWG Insurance February 2009 - March 2011
JT Paintball Rentals September 2005 - December 2008
JT Entertainment September 2005 - December 2008
BYU Dining Services April 2003 - January 2008
Skills
Leadership, Marketing, Sales, Management, Start-ups, Great People Skills, Entrepreneurship, Public Speaking, Training, Risk Management, Business Strategy, Recruiting, Business Development, Personal Finance, Sales Management, Coaching
Education
Brigham Young University 2003 — 2008
Bachelor
Fidelity Investments June 2013 - Present
Fidelity Investments July 2012 - June 2013
Fidelity Investments March 2011 - July 2012
TWG Insurance February 2009 - March 2011
JT Paintball Rentals September 2005 - December 2008
JT Entertainment September 2005 - December 2008
BYU Dining Services April 2003 - January 2008
Skills
Leadership, Marketing, Sales, Management, Start-ups, Great People Skills, Entrepreneurship, Public Speaking, Training, Risk Management, Business Strategy, Recruiting, Business Development, Personal Finance, Sales Management, Coaching
Education
Brigham Young University 2003 — 2008
Bachelor
Barton Thacker, MBA Barton Thacker, MBA's Fidelity Investments Experience April 2004 - June 2008
Job Sr. Financial Analyst at Intermountain Healthcare
Industry Financial Services
Experience
Intermountain Healthcare September 2012 - Present
Goldman Sachs June 2008 - April 2011
Fidelity Investments April 2004 - June 2008
Fidelity Investments February 2001 - April 2004
Fidelity Investments 2000 - 2001
Skills
Series 7, Series 63, Series 9/10, Call Center, Insurance, Compliance, Finance, Experienced Business..., Operations Management, Leadership Development, Quality Assurance, SQL, ASP, Crystal Reports, Call Centers, FINRA, Training, Microsoft Excel, Project Management, Financial Services, Management, Investments, Recruiting, Securities, Analysis, Leadership, Data Analysis, Process Improvement, Customer Service, Sales, Business Analysis, Risk Management, Strategic Planning, Financial Analysis, Strategy, Team Building, Access, Consulting, Public Speaking
Education
Brigham Young University 2004 — 2006
MBA, Finance, Management
Brigham Young University
B.S, Business Management - Finance
Brigham Young University
B.A, Asian Studies
Fidelity Investments
Intermountain Healthcare
Intermountain Healthcare
Intermountain Healthcare September 2012 - Present
Goldman Sachs June 2008 - April 2011
Fidelity Investments April 2004 - June 2008
Fidelity Investments February 2001 - April 2004
Fidelity Investments 2000 - 2001
Skills
Series 7, Series 63, Series 9/10, Call Center, Insurance, Compliance, Finance, Experienced Business..., Operations Management, Leadership Development, Quality Assurance, SQL, ASP, Crystal Reports, Call Centers, FINRA, Training, Microsoft Excel, Project Management, Financial Services, Management, Investments, Recruiting, Securities, Analysis, Leadership, Data Analysis, Process Improvement, Customer Service, Sales, Business Analysis, Risk Management, Strategic Planning, Financial Analysis, Strategy, Team Building, Access, Consulting, Public Speaking
Education
Brigham Young University 2004 — 2006
MBA, Finance, Management
Brigham Young University
B.S, Business Management - Finance
Brigham Young University
B.A, Asian Studies
Fidelity Investments
Intermountain Healthcare
Intermountain Healthcare
Kathryn (Katie) Bender Kathryn (Katie) Bender's Fidelity Investments Experience January 2004 - February 2009
Job HR Generalist at Animal Hospital of Nashua/Animal Medical Center of New England
Industry Human Resources
Experience
Animal Hospital of Nashua July 2014 - Present
Merchants Fleet Management April 2014 - June 2014
Birch Hill Terrace August 2013 - April 2014
Cityside Management Corp October 2009 - February 2013
Fidelity Investments January 2004 - February 2009
Spirit Products June 2004 - November 2004
Market Baskets December 1997 - May 2004
Rentacrate May 2000 - December 2001
Skills
Employee Benefits, Customer Service, HRIS, Sales, Office Management, Human Resources, Payroll, Accounts Receivable, Employee Relations, Recruiting, Performance Management, Training, New Hire Orientations, Benefits Administration, Employee Training, Management, Talent Management, Applicant Tracking..., System Administration, Microsoft Excel, HR Policies, Personnel Management, Talent Acquisition, Job Descriptions, Deferred Compensation, College Recruiting
Education
Southern New Hampshire University 2009 — 2012
Master, Business
Bridgewater State University 1999 — 2004
Bachelor, History
Animal Hospital of Nashua July 2014 - Present
Merchants Fleet Management April 2014 - June 2014
Birch Hill Terrace August 2013 - April 2014
Cityside Management Corp October 2009 - February 2013
Fidelity Investments January 2004 - February 2009
Spirit Products June 2004 - November 2004
Market Baskets December 1997 - May 2004
Rentacrate May 2000 - December 2001
Skills
Employee Benefits, Customer Service, HRIS, Sales, Office Management, Human Resources, Payroll, Accounts Receivable, Employee Relations, Recruiting, Performance Management, Training, New Hire Orientations, Benefits Administration, Employee Training, Management, Talent Management, Applicant Tracking..., System Administration, Microsoft Excel, HR Policies, Personnel Management, Talent Acquisition, Job Descriptions, Deferred Compensation, College Recruiting
Education
Southern New Hampshire University 2009 — 2012
Master, Business
Bridgewater State University 1999 — 2004
Bachelor, History
Eric Richardson Eric Richardson's Fidelity Investments Experience July 1995 - October 2008
Job Business Professional Looking for New Opportunity
Industry Management Consulting
Experience
QZ Service Company December 2009 - Present
Bohme September 2012 - July 2015
NMS Capital October 2011 - June 2012
City of Cedar Hills January 2010 - June 2012
Westmill Partners October 2008 - December 2011
Bennett Ross, Inc. October 2010 - October 2011
City of Cedar Hills January 2006 - January 2010
Fidelity Investments July 1995 - October 2008
City of Cedar Hills October 2003 - January 2006
Skills
Investment Banking, Risk Management, Investment Management, Financial Services, Team Building, Marketing Strategy, Private Placements, Series 7, Investments, Business Development, Coaching, Management, FINRA, Financial Advisory, Business Strategy, Strategy, Financial Analysis, Sales Management, Strategic Planning, Marketing, Investment Strategies, Securities, Leadership, New Business Development, Start-ups, Structured Finance, Private Equity, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Executive Management, Finance, Strategic Financial..., Due Diligence, Asset Allocation, Valuation, Funding, Customer Service, Inventory Management, Sales, Training, Recruiting, Hiring, Business Planning, Management Consulting, Consulting, Employee Training, Asset Management, Leadership Development, Performance Management
Education
Brigham Young University
University of Utah
QZ Service Company December 2009 - Present
Bohme September 2012 - July 2015
NMS Capital October 2011 - June 2012
City of Cedar Hills January 2010 - June 2012
Westmill Partners October 2008 - December 2011
Bennett Ross, Inc. October 2010 - October 2011
City of Cedar Hills January 2006 - January 2010
Fidelity Investments July 1995 - October 2008
City of Cedar Hills October 2003 - January 2006
Skills
Investment Banking, Risk Management, Investment Management, Financial Services, Team Building, Marketing Strategy, Private Placements, Series 7, Investments, Business Development, Coaching, Management, FINRA, Financial Advisory, Business Strategy, Strategy, Financial Analysis, Sales Management, Strategic Planning, Marketing, Investment Strategies, Securities, Leadership, New Business Development, Start-ups, Structured Finance, Private Equity, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Executive Management, Finance, Strategic Financial..., Due Diligence, Asset Allocation, Valuation, Funding, Customer Service, Inventory Management, Sales, Training, Recruiting, Hiring, Business Planning, Management Consulting, Consulting, Employee Training, Asset Management, Leadership Development, Performance Management
Education
Brigham Young University
University of Utah
Bradley Pickett Bradley Pickett's Fidelity Investments Experience May 1992 - October 1996
Job Senior Financial Analyst at Seton Healthcare Family
Industry Management Consulting
Experience
Seton Healthcare Family May 2012 - Present
Financial Ideas Group May 2009 - Present
IWG September 2009 - December 2014
Knight & Associates March 2007 - January 2010
AMD May 2008 - May 2009
Mobile Campus January 2006 - February 2007
Lowe's July 2004 - January 2006
Home Depot January 1999 - January 2003
Eagle Property Care and Management January 1995 - January 1998
Fidelity Investments May 1992 - October 1996
Skills
Venture Capital, Financial Modeling, Financial Analysis, Forecasting, SOX, Financial Planning, Budgeting, Corporate Finance, Financial Management, P&L, Pricing, Process Improvement, Due Diligence, Executive Management, Managerial Finance, Budgets, Mergers, Business Planning, Sarbanes-Oxley Act, Income Statement, Strategic Financial..., Management, Finance, Strategy, Strategic Planning, Management Consulting, Analysis, Marketing Strategy, SEC filings, Mergers & Acquisitions, Start-ups, Business Strategy, Financial Reporting, Payroll, Financial Forecasting, Competitive Analysis, Cross-functional Team..., General Ledger, Accounting, Marketing, Sales, Human Resources, Internal Controls, Leadership, Public Speaking, Business Development, Customer Service, Microsoft Excel, Team Building
Education
Brigham Young University 1988 — 1992
B.S., Finance/Business Management/Communications
Brigham Young University 1988 — 1992
Bachelor of Science (B.S.), Business Management/Finance
Seton Healthcare Family May 2012 - Present
Financial Ideas Group May 2009 - Present
IWG September 2009 - December 2014
Knight & Associates March 2007 - January 2010
AMD May 2008 - May 2009
Mobile Campus January 2006 - February 2007
Lowe's July 2004 - January 2006
Home Depot January 1999 - January 2003
Eagle Property Care and Management January 1995 - January 1998
Fidelity Investments May 1992 - October 1996
Skills
Venture Capital, Financial Modeling, Financial Analysis, Forecasting, SOX, Financial Planning, Budgeting, Corporate Finance, Financial Management, P&L, Pricing, Process Improvement, Due Diligence, Executive Management, Managerial Finance, Budgets, Mergers, Business Planning, Sarbanes-Oxley Act, Income Statement, Strategic Financial..., Management, Finance, Strategy, Strategic Planning, Management Consulting, Analysis, Marketing Strategy, SEC filings, Mergers & Acquisitions, Start-ups, Business Strategy, Financial Reporting, Payroll, Financial Forecasting, Competitive Analysis, Cross-functional Team..., General Ledger, Accounting, Marketing, Sales, Human Resources, Internal Controls, Leadership, Public Speaking, Business Development, Customer Service, Microsoft Excel, Team Building
Education
Brigham Young University 1988 — 1992
B.S., Finance/Business Management/Communications
Brigham Young University 1988 — 1992
Bachelor of Science (B.S.), Business Management/Finance
Kirk Troutman Kirk Troutman's Fidelity Investments Experience 1995 - 2001
Job Distribution Center Manager
Industry Logistics and Supply Chain
Experience
Dealer Tire LLC June 2011 - Present
Caruso Logistics 2011 - 2011
Waste Management Services 2009 - 2011
CEVA Logistics 2006 - 2009
Exel 2003 - 2006
Corporate Express 2001 - 2003
Fidelity Investments 1995 - 2001
Skills
Operations Management, Warehousing, Management, Employee Engagement, Inventory Management, 3pl, Supply Chain, Fulfillment Management, Process Improvement, Supply Chain Management, Contract Management, Budgets, Facility Start-up, WMS Implementations, Customer Relations, Continuous Improvement, Motivational Speaking, Presentation Skills, Exceptional mentor &..., Contract Negotiation, Creative Solutions, Customer Retention, Business Development, Master Scuba Diver, VMI Programs, Logistics, Leadership
Education
Bridgewater State College
Bachelor’s Degree, Business Administration and Management, General
University of Cincinnati College of Business
Business Administration and Management, General
Dealer Tire LLC June 2011 - Present
Caruso Logistics 2011 - 2011
Waste Management Services 2009 - 2011
CEVA Logistics 2006 - 2009
Exel 2003 - 2006
Corporate Express 2001 - 2003
Fidelity Investments 1995 - 2001
Skills
Operations Management, Warehousing, Management, Employee Engagement, Inventory Management, 3pl, Supply Chain, Fulfillment Management, Process Improvement, Supply Chain Management, Contract Management, Budgets, Facility Start-up, WMS Implementations, Customer Relations, Continuous Improvement, Motivational Speaking, Presentation Skills, Exceptional mentor &..., Contract Negotiation, Creative Solutions, Customer Retention, Business Development, Master Scuba Diver, VMI Programs, Logistics, Leadership
Education
Bridgewater State College
Bachelor’s Degree, Business Administration and Management, General
University of Cincinnati College of Business
Business Administration and Management, General
Melissa Mearn Melissa Mearn's Fidelity Investments Experience August 2007 - Present
Job Senior Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Fidelity Investments May 2006 - August 2007
Lasell College September 2004 - December 2006
Fidelity Investments June 2004 - May 2006
Skills
Mutual Funds, Financial Services, Marketing, Investments, Finance, Product Management, Product Development, Competitive Analysis, Strategic Planning
Education
Suffolk University 2002 — 2004
Master of Business Administration (MBA), Marketing
Bridgewater State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments August 2007 - Present
Fidelity Investments May 2006 - August 2007
Lasell College September 2004 - December 2006
Fidelity Investments June 2004 - May 2006
Skills
Mutual Funds, Financial Services, Marketing, Investments, Finance, Product Management, Product Development, Competitive Analysis, Strategic Planning
Education
Suffolk University 2002 — 2004
Master of Business Administration (MBA), Marketing
Bridgewater State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Leslie DaCruz's Fidelity Investments Experience February 2015 - Present
Job Senior Manager, Strategic Programs Enterprise Content at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments September 2012 - January 2015
Gateway Healthcare, Inc September 2003 - August 2012
American Power Conversion October 2001 - September 2003
ICSL Clinical Studies December 1998 - September 2001
TCAA, Inc May 1998 - December 1998
Skills
Publications, Public Relations, Advertising, Marketing, Non-profits, Social Media Marketing, Fundraising, Marketing Strategy, Training
Education
Bridgewater State College
Rhode Island College
Bachelor of Arts
Fidelity Investments February 2015 - Present
Fidelity Investments September 2012 - January 2015
Gateway Healthcare, Inc September 2003 - August 2012
American Power Conversion October 2001 - September 2003
ICSL Clinical Studies December 1998 - September 2001
TCAA, Inc May 1998 - December 1998
Skills
Publications, Public Relations, Advertising, Marketing, Non-profits, Social Media Marketing, Fundraising, Marketing Strategy, Training
Education
Bridgewater State College
Rhode Island College
Bachelor of Arts
Dieter L. Walters, MBA's Fidelity Investments Experience November 2010 - November 2014
Job Senior Retirement Counselor
Industry Investment Management
Experience
Transamerica Retirement Solutions November 2014 - Present
Fidelity Investments November 2010 - November 2014
Wells Fargo September 2008 - October 2010
Apollo Marking Solutions August 2007 - August 2008
Skills
Investments, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Relationship Management, Strategic Financial..., Life Insurance, Building Relationships, Negotiation, Sales Process, Banking, Retirement Planning, Series 7, Series 63, Finance, Sales, Mutual Funds, Retirement, Management, Portfolio Management, Financial Planning
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Finance
Brigham Young University 2005 — 2008
Bachelor of Applied Science (BASc), Psychology
Transamerica Retirement Solutions November 2014 - Present
Fidelity Investments November 2010 - November 2014
Wells Fargo September 2008 - October 2010
Apollo Marking Solutions August 2007 - August 2008
Skills
Investments, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Relationship Management, Strategic Financial..., Life Insurance, Building Relationships, Negotiation, Sales Process, Banking, Retirement Planning, Series 7, Series 63, Finance, Sales, Mutual Funds, Retirement, Management, Portfolio Management, Financial Planning
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Finance
Brigham Young University 2005 — 2008
Bachelor of Applied Science (BASc), Psychology
Jared Poulson Jared Poulson's Fidelity Investments Experience February 1998 - February 1999
Job Managing Partner / CFO
Industry Financial Services
Experience
iTransact August 1999 - Present
Fidelity Investments February 1998 - February 1999
Nordstrom May 1996 - February 1998
Skills
Mergers, Finance, Business Development, Payment Card Processing, Payment Gateways, Credit, Debit Cards, Start-ups, E-commerce, Portfolio Management, Financial Analysis, Business Strategy, Risk Management, Financial Modeling, Strategic Partnerships, Executive Management, Banking, New Business Development, Sales Management, Business Planning, Mergers & Acquisitions, Gift Cards, Credit Cards, Electronic Payments, Merchant Card Processing, Management, Payments, Strategy, Merchant Services, Sales, Strategic Planning, Leadership, Financial Services, Relationship Management
Education
Brigham Young University 1995 — 1999
BS, Management, Finance
iTransact August 1999 - Present
Fidelity Investments February 1998 - February 1999
Nordstrom May 1996 - February 1998
Skills
Mergers, Finance, Business Development, Payment Card Processing, Payment Gateways, Credit, Debit Cards, Start-ups, E-commerce, Portfolio Management, Financial Analysis, Business Strategy, Risk Management, Financial Modeling, Strategic Partnerships, Executive Management, Banking, New Business Development, Sales Management, Business Planning, Mergers & Acquisitions, Gift Cards, Credit Cards, Electronic Payments, Merchant Card Processing, Management, Payments, Strategy, Merchant Services, Sales, Strategic Planning, Leadership, Financial Services, Relationship Management
Education
Brigham Young University 1995 — 1999
BS, Management, Finance
Brian Stock's Fidelity Investments Experience May 2009 - August 2009
Job Consultant at Anglepoint Inc.
Industry Information Technology and Services
Experience
Anglepoint Inc. November 2014 - Present
Zions Bancorporation April 2013 - November 2014
Federal Reserve System September 2011 - April 2013
IBM Global Business Services February 2010 - September 2011
Brigham Young University September 2007 - December 2009
Fidelity Investments May 2009 - August 2009
NYSE May 2008 - August 2008
Skills
SQL, HTML, Data Analysis, Business Analysis, Visio, Windows, Microsoft Excel, Testing, Software Development, Access, Financial Analysis
Education
Brigham Young University
Bachelors, Managment Information Systems
Anglepoint Inc. November 2014 - Present
Zions Bancorporation April 2013 - November 2014
Federal Reserve System September 2011 - April 2013
IBM Global Business Services February 2010 - September 2011
Brigham Young University September 2007 - December 2009
Fidelity Investments May 2009 - August 2009
NYSE May 2008 - August 2008
Skills
SQL, HTML, Data Analysis, Business Analysis, Visio, Windows, Microsoft Excel, Testing, Software Development, Access, Financial Analysis
Education
Brigham Young University
Bachelors, Managment Information Systems
Sherry Meers's Fidelity Investments Experience January 2014 - Present
Job Scrum Master, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments November 2010 - January 2013
Fidelity Investments August 2007 - June 2008
Fidelity Investments December 2002 - August 2007
Fidelity Investments August 1998 - December 2002
PFPC (Formerly First Data Investor Services Group) August 1990 - August 1998
Skills
Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Editing, C++, C, Java
Education
Bridgewater State College 1984 — 1988
Bachelor of Science, Early Childhood Education
Fidelity Investments January 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments November 2010 - January 2013
Fidelity Investments August 2007 - June 2008
Fidelity Investments December 2002 - August 2007
Fidelity Investments August 1998 - December 2002
PFPC (Formerly First Data Investor Services Group) August 1990 - August 1998
Skills
Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Editing, C++, C, Java
Education
Bridgewater State College 1984 — 1988
Bachelor of Science, Early Childhood Education
Christian DeMoux, MA-HRIR Christian DeMoux, MA-HRIR's Fidelity Investments Experience 2015 - Present
Job Director, Talent Management
Industry Human Resources
Experience
Fidelity Investments 2015 - Present
CoreLogic/MCS October 2014 - February 2015
CoreLogic/MCS April 2012 - September 2014
CoreLogic/MCS March 2011 - April 2012
Dannon April 2008 - April 2011
General Mills June 2006 - April 2008
General Mills July 2005 - June 2006
Bristol-Myers Squibb, Princeton, New Jersey May 2004 - August 2004
Skills
Employee Relations, Talent Management, Succession Planning, Labor Relations, Performance Management, Talent Acquisition, Employee Engagement, Recruiting, Onboarding, Organizational Design, College Recruiting, Organizational..., Organizational..., Leadership, Training, Human Resources, Personnel Management, Change Management, Employee Benefits, Leadership Development, Coaching, Management, Temporary Placement, Hiring, Process Improvement
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MA, Human Resources & Industrial Relations
Brigham Young University 1997 — 2002
BS, Psychology
Fidelity Investments 2015 - Present
CoreLogic/MCS October 2014 - February 2015
CoreLogic/MCS April 2012 - September 2014
CoreLogic/MCS March 2011 - April 2012
Dannon April 2008 - April 2011
General Mills June 2006 - April 2008
General Mills July 2005 - June 2006
Bristol-Myers Squibb, Princeton, New Jersey May 2004 - August 2004
Skills
Employee Relations, Talent Management, Succession Planning, Labor Relations, Performance Management, Talent Acquisition, Employee Engagement, Recruiting, Onboarding, Organizational Design, College Recruiting, Organizational..., Organizational..., Leadership, Training, Human Resources, Personnel Management, Change Management, Employee Benefits, Leadership Development, Coaching, Management, Temporary Placement, Hiring, Process Improvement
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MA, Human Resources & Industrial Relations
Brigham Young University 1997 — 2002
BS, Psychology
Joseph Coughlin's Fidelity Investments Experience July 2008 - Present
Job Equity Trading Support Manager at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments July 2008 - Present
Beth Israel Deaconess Medical Center April 2007 - July 2008
Touchpaper 2006 - 2007
Reebok 2004 - 2006
Reebok 2001 - 2003
Skills
Management, Business Analysis, Vendor Management, Process Improvement, IT Strategy, Change Management, Project Management, System Administration, IT Management, Disaster Recovery, Pre-sales, Leadership, Data Center, ITIL
Education
Bridgewater State College 1997 — 2001
Bachelor of Science (BS), Management
Fidelity Investments July 2008 - Present
Beth Israel Deaconess Medical Center April 2007 - July 2008
Touchpaper 2006 - 2007
Reebok 2004 - 2006
Reebok 2001 - 2003
Skills
Management, Business Analysis, Vendor Management, Process Improvement, IT Strategy, Change Management, Project Management, System Administration, IT Management, Disaster Recovery, Pre-sales, Leadership, Data Center, ITIL
Education
Bridgewater State College 1997 — 2001
Bachelor of Science (BS), Management
Blake Zenger Blake Zenger's Fidelity Investments Experience July 1999 - June 2001
Job Chief Informatics Officer, Equity Healthcare at The Blackstone Group
Industry Information Technology and Services
Experience
The Blackstone Group March 2011 - Present
Zenger Analytics, Inc. May 2004 - April 2011
Mercer Human Resource Consulting May 2001 - June 2004
Fidelity Investments July 1999 - June 2001
Thomson Reuters Healthcare - MEDSTAT May 1990 - May 1999
Skills
Healthcare, Health, Analytics, Strategy Development, Employee Benefits, Informatics, Medical Informatics, Reporting & Analysis, CRM, Strategy, Leadership, Analysis, Business Intelligence, Data Analysis, Program Management, Product Management, Training, Integration
Education
University of Southern California 1986 — 1988
Masters, Business Administration
Brigham Young University 1979 — 1985
Bachelors of Science, Organization Psychology
The Blackstone Group March 2011 - Present
Zenger Analytics, Inc. May 2004 - April 2011
Mercer Human Resource Consulting May 2001 - June 2004
Fidelity Investments July 1999 - June 2001
Thomson Reuters Healthcare - MEDSTAT May 1990 - May 1999
Skills
Healthcare, Health, Analytics, Strategy Development, Employee Benefits, Informatics, Medical Informatics, Reporting & Analysis, CRM, Strategy, Leadership, Analysis, Business Intelligence, Data Analysis, Program Management, Product Management, Training, Integration
Education
University of Southern California 1986 — 1988
Masters, Business Administration
Brigham Young University 1979 — 1985
Bachelors of Science, Organization Psychology
Marianne Pick's Fidelity Investments Experience February 2001 - November 2003
Job Benefits Manager at Brandeis University
Industry Human Resources
Experience
Brandeis University March 2014 - Present
Tufts University May 2012 - February 2014
American Conference of Cantors October 2003 - May 2012
Fidelity Investments February 2001 - November 2003
Fidelity Investments June 1998 - February 2001
Fidelity Investments July 1996 - June 1998
Fidelity Investments March 1994 - July 1996
Skills
Project Management, Retirement Plan..., Employee Benefits..., Vendor Management, Non-Qualified Deferred..., Relationship Management, Legal Compliance, Presenter, Employee Benefits, Pensions, Leadership
Education
Bridgewater State University 1984 — 1988
BS, Industrial and Organizational Psychology
Brandeis University March 2014 - Present
Tufts University May 2012 - February 2014
American Conference of Cantors October 2003 - May 2012
Fidelity Investments February 2001 - November 2003
Fidelity Investments June 1998 - February 2001
Fidelity Investments July 1996 - June 1998
Fidelity Investments March 1994 - July 1996
Skills
Project Management, Retirement Plan..., Employee Benefits..., Vendor Management, Non-Qualified Deferred..., Relationship Management, Legal Compliance, Presenter, Employee Benefits, Pensions, Leadership
Education
Bridgewater State University 1984 — 1988
BS, Industrial and Organizational Psychology
Chris DeSomer Chris DeSomer's Fidelity Investments Experience August 2003 - July 2005
Job Accounting Assistant at Medical Review Institute
Industry Hospital & Health Care
Experience
Medical Review Institute of America January 2015 - Present
Medical Review Institute of America May 2014 - January 2015
Meritain Health February 2013 - May 2014
Meritain Health May 2011 - February 2013
L&T Health and Fitness September 2010 - December 2010
Lehi Legacy Recreation Center August 2009 - September 2010
Various Companies February 2008 - June 2009
TransWest Credit Union May 2006 - February 2008
Fidelity Investments August 2003 - July 2005
Skills
Health Insurance, Microsoft Excel, Data Analysis, Training, Customer Service, Microsoft Office, Medical Benefits, Medical Claims, Cash Handling Experience, Presentations, Accounting, Clerical Skills, Management, Insurance, Healthcare, Employee Benefits, PowerPoint, Public Speaking, Leadership, Team Building
Education
University of Utah - David Eccles School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah - David Eccles School of Business 2014 — 2016
Master of Healthcare Administration, Health/Health Care Administration/Management
Brigham Young University 2008 — 2010
Bachelor of Science (BS), Exercise Science, Business Minor
LDS Business College 2005 — 2007
Associate of Science (AS), Business, Accounting Certificate
Medical Review Institute of America January 2015 - Present
Medical Review Institute of America May 2014 - January 2015
Meritain Health February 2013 - May 2014
Meritain Health May 2011 - February 2013
L&T Health and Fitness September 2010 - December 2010
Lehi Legacy Recreation Center August 2009 - September 2010
Various Companies February 2008 - June 2009
TransWest Credit Union May 2006 - February 2008
Fidelity Investments August 2003 - July 2005
Skills
Health Insurance, Microsoft Excel, Data Analysis, Training, Customer Service, Microsoft Office, Medical Benefits, Medical Claims, Cash Handling Experience, Presentations, Accounting, Clerical Skills, Management, Insurance, Healthcare, Employee Benefits, PowerPoint, Public Speaking, Leadership, Team Building
Education
University of Utah - David Eccles School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah - David Eccles School of Business 2014 — 2016
Master of Healthcare Administration, Health/Health Care Administration/Management
Brigham Young University 2008 — 2010
Bachelor of Science (BS), Exercise Science, Business Minor
LDS Business College 2005 — 2007
Associate of Science (AS), Business, Accounting Certificate
Spenser Hatstat's Fidelity Investments Experience July 2014 - Present
Job Institutional Securities Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Marlborough Savings Bank September 2013 - July 2014
Fidelity Investments November 2010 - September 2013
Twin Springs Golf Course April 2010 - December 2010
Abbott Bioresearch Center May 2006 - August 2009
Education
Fitchburg State University 2010 — 2012
MBA, Accounting
Bridgewater State University 2007 — 2010
B.S., Business Management
Fidelity Investments July 2014 - Present
Marlborough Savings Bank September 2013 - July 2014
Fidelity Investments November 2010 - September 2013
Twin Springs Golf Course April 2010 - December 2010
Abbott Bioresearch Center May 2006 - August 2009
Education
Fitchburg State University 2010 — 2012
MBA, Accounting
Bridgewater State University 2007 — 2010
B.S., Business Management
Jeff Klemin Jeff Klemin's Fidelity Investments Experience July 1996 - September 1997
Job Internet Marketing Technology Professional
Industry Marketing and Advertising
Experience
Tavahatz LLC June 2007 - Present
uPlej July 2007 - November 2008
Net Marketing Alliance July 2006 - June 2007
XANGO August 2004 - July 2006
WebServers International September 1997 - August 2004
Authorize.net November 1996 - July 1999
Fidelity Investments July 1996 - September 1997
Skills
SEO, Online Marketing, Web Project Management, Wordpress Multisite, Wordpress, Magento, Magento MuliStore, Website Development, MLM System Migration, MLM Software Conversion, VoIP, Exigo Office MLM..., Online Reputation..., MLM Software..., Social Media Marketing, Mobile Applications, Mobile Technology, Google Analytics, Mobile Solutions, E-commerce, Payment Gateways, PPC, Email Marketing, Google Adwords, Social Media, Analytics, Keyword Research, Google Webmaster Tools, Subversion, Reputation Management, JIRA, Git, Press Releases, Web Analytics, SEM, CSS, Basecamp, Visual Studio, Facebook, CMS, Social Networking, Affiliate Marketing, Landing Page..., Content Management, Mobile, Web Applications, Online Advertising, WordPress, Web Marketing, Start-ups
Education
PMI/PMP Project Management Institute Certification Training 2006 — 2006
PMP Training Course, Project Management Professional
Brigham Young University 1992 — 1996
B.A., International Relations: Int'l Trade and Finance
Tavahatz LLC June 2007 - Present
uPlej July 2007 - November 2008
Net Marketing Alliance July 2006 - June 2007
XANGO August 2004 - July 2006
WebServers International September 1997 - August 2004
Authorize.net November 1996 - July 1999
Fidelity Investments July 1996 - September 1997
Skills
SEO, Online Marketing, Web Project Management, Wordpress Multisite, Wordpress, Magento, Magento MuliStore, Website Development, MLM System Migration, MLM Software Conversion, VoIP, Exigo Office MLM..., Online Reputation..., MLM Software..., Social Media Marketing, Mobile Applications, Mobile Technology, Google Analytics, Mobile Solutions, E-commerce, Payment Gateways, PPC, Email Marketing, Google Adwords, Social Media, Analytics, Keyword Research, Google Webmaster Tools, Subversion, Reputation Management, JIRA, Git, Press Releases, Web Analytics, SEM, CSS, Basecamp, Visual Studio, Facebook, CMS, Social Networking, Affiliate Marketing, Landing Page..., Content Management, Mobile, Web Applications, Online Advertising, WordPress, Web Marketing, Start-ups
Education
PMI/PMP Project Management Institute Certification Training 2006 — 2006
PMP Training Course, Project Management Professional
Brigham Young University 1992 — 1996
B.A., International Relations: Int'l Trade and Finance
John Linares John Linares's Fidelity Investments Experience December 2003 - May 2006
Job General Counsel at LeveL ATS
Industry Financial Services
Experience
LeveL ATS January 2010 - Present
Bingham McCutchen June 2007 - December 2009
Boston Stock Exchange May 2006 - June 2007
Fidelity Investments December 2003 - May 2006
Skills
Securities Regulation, Corporate Governance, Securities, Licensing, Corporate Law, Litigation, Mergers, Commercial Litigation, Private Equity, Real Estate, Legal Writing, Legal Research, Intellectual Property, Venture Capital, Mergers & Acquisitions, Joint Ventures, FINRA, Bankruptcy, Legal Assistance, Due Diligence, Acquisitions, Software Licensing, Contract Law, SEC, Arbitration, Securities Litigation, Document Review, Litigation Support, Legal Compliance, Civil Litigation, Trade Secrets, Trademarks, Equities, Real Estate Transactions, International Law, Patent Litigation, Alternative Dispute..., Dispute Resolution, Cross-border..., Contract Negotiation, Estate Planning, Appeals, Immigration Law, Patents
Education
Northeastern University School of Law 1999 — 2002
JD
Bridgewater State College 1996 — 1998
Bachelor of Science, Physical Education
LeveL ATS January 2010 - Present
Bingham McCutchen June 2007 - December 2009
Boston Stock Exchange May 2006 - June 2007
Fidelity Investments December 2003 - May 2006
Skills
Securities Regulation, Corporate Governance, Securities, Licensing, Corporate Law, Litigation, Mergers, Commercial Litigation, Private Equity, Real Estate, Legal Writing, Legal Research, Intellectual Property, Venture Capital, Mergers & Acquisitions, Joint Ventures, FINRA, Bankruptcy, Legal Assistance, Due Diligence, Acquisitions, Software Licensing, Contract Law, SEC, Arbitration, Securities Litigation, Document Review, Litigation Support, Legal Compliance, Civil Litigation, Trade Secrets, Trademarks, Equities, Real Estate Transactions, International Law, Patent Litigation, Alternative Dispute..., Dispute Resolution, Cross-border..., Contract Negotiation, Estate Planning, Appeals, Immigration Law, Patents
Education
Northeastern University School of Law 1999 — 2002
JD
Bridgewater State College 1996 — 1998
Bachelor of Science, Physical Education
Ed Comer's Fidelity Investments Experience March 2007 - June 2008
Job Customer Relationship Manager
Industry Information Technology and Services
Experience
mindSHIFT, a Ricoh company March 2014 - Present
mindSHIFT January 2011 - March 2014
Alpheon Corporation September 2009 - December 2010
IBM June 2008 - June 2009
Fidelity Investments March 2007 - June 2008
Fidelity Investments January 2006 - March 2007
Fidelity Investments August 2002 - December 2005
IBM Latin America 2000 - 2002
IBM 1998 - 2000
Skills
Customer Service, Call Center, Change Management, Process Improvement, Forecasting, Performance Management, CRM, Leadership, Program Management, Budgets, Employee Benefits, Recruiting, Call Centers, Training, Leadership Development, Coaching, Customer Satisfaction, Onboarding
Education
Purdue University 1996 — 1998
MS
Brigham Young University 1993 — 1995
BS
Brigham Young University - Idaho 1989 — 1992
Wright Jr/Sr High School 1986 — 1989
mindSHIFT, a Ricoh company March 2014 - Present
mindSHIFT January 2011 - March 2014
Alpheon Corporation September 2009 - December 2010
IBM June 2008 - June 2009
Fidelity Investments March 2007 - June 2008
Fidelity Investments January 2006 - March 2007
Fidelity Investments August 2002 - December 2005
IBM Latin America 2000 - 2002
IBM 1998 - 2000
Skills
Customer Service, Call Center, Change Management, Process Improvement, Forecasting, Performance Management, CRM, Leadership, Program Management, Budgets, Employee Benefits, Recruiting, Call Centers, Training, Leadership Development, Coaching, Customer Satisfaction, Onboarding
Education
Purdue University 1996 — 1998
MS
Brigham Young University 1993 — 1995
BS
Brigham Young University - Idaho 1989 — 1992
Wright Jr/Sr High School 1986 — 1989
Karen Shine's Fidelity Investments Experience August 1989 - 1995
Job Head of Global Benefits
Industry Human Resources
Experience
The Boston Consulting Group June 2013 - Present
CDM Smith September 2009 - May 2013
Goodwin Procter March 2008 - August 2009
Digitas Inc January 2001 - November 2007
The Boston Consulting Group 1995 - 2000
Fidelity Investments August 1989 - 1995
Skills
Employee Benefits, Deferred Compensation, Employee Engagement, Internal Communications, Retirement Planning, Global benefits, Mergers & Acquisitions, Benefits Administration, Wellness, Benefits Plan Design, HRIS, Work Life Balance, Strategic Planning, Employee Relations, Management
Education
Bridgewater State University
Lesley University
Masters, HR Management
The Boston Consulting Group June 2013 - Present
CDM Smith September 2009 - May 2013
Goodwin Procter March 2008 - August 2009
Digitas Inc January 2001 - November 2007
The Boston Consulting Group 1995 - 2000
Fidelity Investments August 1989 - 1995
Skills
Employee Benefits, Deferred Compensation, Employee Engagement, Internal Communications, Retirement Planning, Global benefits, Mergers & Acquisitions, Benefits Administration, Wellness, Benefits Plan Design, HRIS, Work Life Balance, Strategic Planning, Employee Relations, Management
Education
Bridgewater State University
Lesley University
Masters, HR Management
Nancy Bombard's Fidelity Investments Experience October 2006 - Present
Job Creative Director at JCA, Inc.
Industry Arts and Crafts
Experience
Fidelity Investments October 2006 - Present
JCA, Inc May 1983 - October 2006
Education
Bridgewater State University 1978 — 1982
BFA, Fine Art/History
Fidelity Investments October 2006 - Present
JCA, Inc May 1983 - October 2006
Education
Bridgewater State University 1978 — 1982
BFA, Fine Art/History
Adam Folkman's Fidelity Investments Experience March 2011 - Present
Job Sr Electronic Response Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Skills
Microsoft Office, Microsoft Project, Primavera SureTrak, CPM Scheduling, Timberline, Autodesk AutoCAD, Autodesk Revit, Adobe Photoshop, Adobe Illustrator, Google Docs, Google Apps, Google Adwords, Google Analytics, Blogger.com, Google Sites, Magento, Wordpress, ZenCart, Google Checkout, PayPal Website Payments..., C, C++, Perl, HTML, PowerPoint, Budgeting, Excel, Word, Access, Scheduling, Outlook, Windows, Customer Service, Technical Writing, Quickbooks, Supervisory Skills, MS Project, AutoCAD, Microsoft Excel, Budgets, Process Scheduler
Education
Brigham Young University 2003 — 2006
B.S.
Brigham Young University - Idaho 2000 — 2001
A.A.S.
Box Elder High School 1997 — 2000
Fidelity Investments March 2011 - Present
Skills
Microsoft Office, Microsoft Project, Primavera SureTrak, CPM Scheduling, Timberline, Autodesk AutoCAD, Autodesk Revit, Adobe Photoshop, Adobe Illustrator, Google Docs, Google Apps, Google Adwords, Google Analytics, Blogger.com, Google Sites, Magento, Wordpress, ZenCart, Google Checkout, PayPal Website Payments..., C, C++, Perl, HTML, PowerPoint, Budgeting, Excel, Word, Access, Scheduling, Outlook, Windows, Customer Service, Technical Writing, Quickbooks, Supervisory Skills, MS Project, AutoCAD, Microsoft Excel, Budgets, Process Scheduler
Education
Brigham Young University 2003 — 2006
B.S.
Brigham Young University - Idaho 2000 — 2001
A.A.S.
Box Elder High School 1997 — 2000
Brad Norton's Fidelity Investments Experience January 2011 - Present
Job VP / Sr. Branch Manager
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments 2007 - December 2010
Fidelity Investments 2005 - 2007
Education
Brigham Young University 1997 — 2000
Fidelity Investments January 2011 - Present
Fidelity Investments 2007 - December 2010
Fidelity Investments 2005 - 2007
Education
Brigham Young University 1997 — 2000
Rich Gronberg's Fidelity Investments Experience August 2007 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Fidelity Investments August 2007 - Present
BFDS 2002 - 2007
Skills
Retirement, Mutual Funds, Series 63, 401k
Education
Bridgewater State University 1992 — 1995
Fidelity Investments August 2007 - Present
Fidelity Investments August 2007 - Present
BFDS 2002 - 2007
Skills
Retirement, Mutual Funds, Series 63, 401k
Education
Bridgewater State University 1992 — 1995
Joseph Patalano's Fidelity Investments Experience January 2002 - January 2003
Job Partner at Stature Software
Industry Computer Software
Experience
Stature Software Senior Software EngineerZOOTS Corporation2002 - 2005
Fidelity Investments January 2002 - January 2003
IDX Systems 2000 - 2002
Education
Bridgewater State University
Computer Science
University of New Hampshire
Stature Software Senior Software EngineerZOOTS Corporation2002 - 2005
Fidelity Investments January 2002 - January 2003
IDX Systems 2000 - 2002
Education
Bridgewater State University
Computer Science
University of New Hampshire
Kathy (Clinton) Wojcik's Fidelity Investments Experience QA Development ManagerFidelity Investments2006 - 2007
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments QA Development ManagerFidelity Investments2006 - 2007
Education
Bridgewater State University 1985 — 1989
Fidelity Investments QA Development ManagerFidelity Investments2006 - 2007
Education
Bridgewater State University 1985 — 1989
Peter O'Leary's Fidelity Investments Experience May 1996 - March 1999
Job Regional Director, Population Health Division at McKesson Connected Care & Analytics
Industry Hospital & Health Care
Experience
McKesson Connected Care & Analytics September 2014 - Present
McKesson Health Solutions June 2003 - August 2014
Partners HealthCare May 1999 - June 2003
Fidelity Investments May 1996 - March 1999
Skills
Healthcare Information..., Healthcare, Account Management, Sales, Strategic Planning, Managed Care, Salesforce.com, Contract Negotiation, Selling, EMR, Direct Sales, Hospitals, New Business Development, Sales Management, Team Building, Management, Process Improvement, Leadership, Healthcare Industry, Counterintuitive Sales..., Sales Operations
Education
CounterIntuitive Strategies 2015 — 2015
Sales Training
Bridgewater State University 1988 — 1993
BS, Political Science
McKesson Connected Care & Analytics September 2014 - Present
McKesson Health Solutions June 2003 - August 2014
Partners HealthCare May 1999 - June 2003
Fidelity Investments May 1996 - March 1999
Skills
Healthcare Information..., Healthcare, Account Management, Sales, Strategic Planning, Managed Care, Salesforce.com, Contract Negotiation, Selling, EMR, Direct Sales, Hospitals, New Business Development, Sales Management, Team Building, Management, Process Improvement, Leadership, Healthcare Industry, Counterintuitive Sales..., Sales Operations
Education
CounterIntuitive Strategies 2015 — 2015
Sales Training
Bridgewater State University 1988 — 1993
BS, Political Science
Matt Kerrigan's Fidelity Investments Experience November 2005 - January 2011
Job Financial Software Consultant at Varden Technologies
Industry Information Technology and Services
Experience
Varden Technologies January 2011 - Present
Fidelity Investments November 2005 - January 2011
State Street 2004 - 2005
Skills
Visual Basic, Windows, Oracle, Integration, Database Design, PL/SQL, Unix, Process Improvement, Project Management, Data Modeling, SQL, Requirements Analysis, SDLC, Requirements Gathering, Business Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
Masters, Business Adminstration
Bridgewater State University 2000 — 2004
Varden Technologies January 2011 - Present
Fidelity Investments November 2005 - January 2011
State Street 2004 - 2005
Skills
Visual Basic, Windows, Oracle, Integration, Database Design, PL/SQL, Unix, Process Improvement, Project Management, Data Modeling, SQL, Requirements Analysis, SDLC, Requirements Gathering, Business Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
Masters, Business Adminstration
Bridgewater State University 2000 — 2004
Keith Lovett's Fidelity Investments Experience June 2004 - March 2007
Job Senior Analyst, Client Benefits at CVS Health
Industry Outsourcing/Offshoring
Experience
CVS Health April 2015 - Present
CVS Caremark Corporation September 2012 - Present
Mercer Health & Benefits August 2007 - April 2012
Mercer 2007 - April 2012
Fidelity Investments June 2004 - March 2007
Skills
Benefits Administration, Client Services, Call Center, HRIS, Project Execution, Excel, Operational Excellence, Process Excellence, Organizational..., Business Process..., Business Analysis, Business Management, Carrier Relations, Carrier Management, Vendor Management, Vendor Relations, Visual Basic, IVR, Client Communication, Client Relationship..., Client Interfacing, Client Engagement, Citrix Metaframe, Metadata, Metadata Management, Database Administration, General Administration, Server Administration, SQL, Query, File Servers, File Sharing, Filezilla, Data Analysis, Requirements Analysis, Requirements Gathering, Requirements Management, Business Requirements, Requirements..., System Requirements, Product Requirements, MS Project, Project Planning, Project Coordination, Project Delivery, Annual Reports, Corporate Benefits, Interfacing, User Interface, Payroll Processing
Education
Bridgewater State College 1996 — 1999
BA, Communications
CVS Health April 2015 - Present
CVS Caremark Corporation September 2012 - Present
Mercer Health & Benefits August 2007 - April 2012
Mercer 2007 - April 2012
Fidelity Investments June 2004 - March 2007
Skills
Benefits Administration, Client Services, Call Center, HRIS, Project Execution, Excel, Operational Excellence, Process Excellence, Organizational..., Business Process..., Business Analysis, Business Management, Carrier Relations, Carrier Management, Vendor Management, Vendor Relations, Visual Basic, IVR, Client Communication, Client Relationship..., Client Interfacing, Client Engagement, Citrix Metaframe, Metadata, Metadata Management, Database Administration, General Administration, Server Administration, SQL, Query, File Servers, File Sharing, Filezilla, Data Analysis, Requirements Analysis, Requirements Gathering, Requirements Management, Business Requirements, Requirements..., System Requirements, Product Requirements, MS Project, Project Planning, Project Coordination, Project Delivery, Annual Reports, Corporate Benefits, Interfacing, User Interface, Payroll Processing
Education
Bridgewater State College 1996 — 1999
BA, Communications
Ron Pleasant's Fidelity Investments Experience January 2012 - June 2013
Job Retired at Retired
Industry Computer Software
Experience
Retired August 2014 - Present
Fidelity Investments January 2012 - June 2013
Fidelity Investments August 1998 - December 2011
Fidelity Investments August 1992 - August 1998
Catalyst March 1991 - March 1993
Health-Tex August 1986 - September 1991
Quaker Fabric November 1978 - August 1986
Skills
Business Analysis, SQL, Requirements Gathering, Financial Services, Software Development, Disaster Recovery
Education
Bridgewater State University 1977 — 1999
BS, Information Systems
Holyoke Community College 1975 — 1977
AS, Computer Programming
Retired August 2014 - Present
Fidelity Investments January 2012 - June 2013
Fidelity Investments August 1998 - December 2011
Fidelity Investments August 1992 - August 1998
Catalyst March 1991 - March 1993
Health-Tex August 1986 - September 1991
Quaker Fabric November 1978 - August 1986
Skills
Business Analysis, SQL, Requirements Gathering, Financial Services, Software Development, Disaster Recovery
Education
Bridgewater State University 1977 — 1999
BS, Information Systems
Holyoke Community College 1975 — 1977
AS, Computer Programming
Joseph Carmignani's Fidelity Investments Experience April 2007 - September 2008
Job Assistant VicePresident, TaftHartley Client Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2008 - Present
Fidelity Investments April 2007 - September 2008
New York Life Investment Management LLC November 1999 - March 2007
Putnam Investments August 1994 - October 1999
Education
Bridgewater State University 1990 — 1994
BS, Management Science
MassMutual Financial Group October 2008 - Present
Fidelity Investments April 2007 - September 2008
New York Life Investment Management LLC November 1999 - March 2007
Putnam Investments August 1994 - October 1999
Education
Bridgewater State University 1990 — 1994
BS, Management Science
Kathryn Brunquell's Fidelity Investments Experience June 1987 - Present
Job Principal Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1987 - Present
Education
Bridgewater State University 1984 — 1987
BA, Management Science with Accounting and Finance concentration
Fidelity Investments June 1987 - Present
Education
Bridgewater State University 1984 — 1987
BA, Management Science with Accounting and Finance concentration
Nancy Bombard's Fidelity Investments Experience August 2012 - Present
Job NetBenefits 2.0 Communications Mamager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments October 2006 - August 2012
N DESIGN STUDIO 2006 - 2010
JCA, Inc. May 1983 - October 2006
Skills
Vendor Management, Process Improvement, Project Management, Relationship Management, Marketing Communications, Graphic Design, Financial Services, Software Project...
Education
Bridgewater State University 1978 — 1982
BFA, Fine Art/Art History/History
Fidelity Investments August 2012 - Present
Fidelity Investments October 2006 - August 2012
N DESIGN STUDIO 2006 - 2010
JCA, Inc. May 1983 - October 2006
Skills
Vendor Management, Process Improvement, Project Management, Relationship Management, Marketing Communications, Graphic Design, Financial Services, Software Project...
Education
Bridgewater State University 1978 — 1982
BFA, Fine Art/Art History/History
Jillian Bernatchez's Fidelity Investments Experience June 2006 - June 2008
Job Customer Service/Client Support Specialist at miEdge
Industry Financial Services
Experience
miEdge May 2014 - Present
Retirement Alliance, Inc. June 2008 - February 2014
Fidelity Investments June 2006 - June 2008
Fidelity Investments November 2005 - June 2006
Fidelity Investments September 2004 - November 2005
Skills
401k, Defined Benefit, Retirement, Customer Service, Employee Benefits, Microsoft Office, Salesforce.com, Training, SRT, Retirement Planning, Retirement Plan..., Cash Balance, Pensions, ERISA, DOL
Education
Bridgewater State University 1999 — 2003
Bachelor, Psychology
miEdge May 2014 - Present
Retirement Alliance, Inc. June 2008 - February 2014
Fidelity Investments June 2006 - June 2008
Fidelity Investments November 2005 - June 2006
Fidelity Investments September 2004 - November 2005
Skills
401k, Defined Benefit, Retirement, Customer Service, Employee Benefits, Microsoft Office, Salesforce.com, Training, SRT, Retirement Planning, Retirement Plan..., Cash Balance, Pensions, ERISA, DOL
Education
Bridgewater State University 1999 — 2003
Bachelor, Psychology
Kathleen Perfetuo's Fidelity Investments Experience May 2009 - Present
Job Principal Quality Assurance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2009 - Present
Fidelity Investments November 1997 - November 2008
Interactive Data March 1993 - November 1996
State Street Bank October 1989 - March 1993
Education
Bridgewater State University 1984 — 1989
BS, Business Management
Fidelity Investments May 2009 - Present
Fidelity Investments November 1997 - November 2008
Interactive Data March 1993 - November 1996
State Street Bank October 1989 - March 1993
Education
Bridgewater State University 1984 — 1989
BS, Business Management
Kristin McLaughlin's Fidelity Investments Experience July 2005 - Present
Job Performance Consultant at Fidelity Investments
Industry Professional Training & Coaching
Experience
Fidelity Investments July 2005 - Present
Skills
Relationship Management, Financial Services, Needs Analysis, Call Center, Process Improvement, Training, Consulting, ADDIE, Customer Service, Change Management, Training Delivery, Leadership Development, Human Resources, Onboarding, Analysis, Employee Training, Instructor-led Training, Instructional Design, Call Centers
Education
Bridgewater State College 2001 — 2005
B.S Business Management, Business Administration and Management, General
Fidelity Investments July 2005 - Present
Skills
Relationship Management, Financial Services, Needs Analysis, Call Center, Process Improvement, Training, Consulting, ADDIE, Customer Service, Change Management, Training Delivery, Leadership Development, Human Resources, Onboarding, Analysis, Employee Training, Instructor-led Training, Instructional Design, Call Centers
Education
Bridgewater State College 2001 — 2005
B.S Business Management, Business Administration and Management, General
Alan C. Anderson's Fidelity Investments Experience July 2013 - Present
Job Investment Solutions ConsultantFILI at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments March 2012 - July 2013
Fidelity Investments December 2010 - March 2012
TD Ameritrade December 2009 - December 2010
Fidelity Investments April 2006 - February 2009
Fidelity Investments January 2006 - March 2006
Fidelity Investments March 2005 - December 2005
Fidelity Investments August 2004 - February 2005
Fidelity Investments January 2004 - August 2004
Boy Scouts of America May 2003 - August 2003
Skills
Public Speaking, Leadership, Process Improvement, Project Management
Education
Brigham Young University 2001 — 2003
Bachelor of Science (BS), Recreation Management & Youth Leadership
Snow College 2000 — 2001
Associate of Arts (AA), Communications
Snow College 1997 — 1998
Communications
Fidelity Investments July 2013 - Present
Fidelity Investments March 2012 - July 2013
Fidelity Investments December 2010 - March 2012
TD Ameritrade December 2009 - December 2010
Fidelity Investments April 2006 - February 2009
Fidelity Investments January 2006 - March 2006
Fidelity Investments March 2005 - December 2005
Fidelity Investments August 2004 - February 2005
Fidelity Investments January 2004 - August 2004
Boy Scouts of America May 2003 - August 2003
Skills
Public Speaking, Leadership, Process Improvement, Project Management
Education
Brigham Young University 2001 — 2003
Bachelor of Science (BS), Recreation Management & Youth Leadership
Snow College 2000 — 2001
Associate of Arts (AA), Communications
Snow College 1997 — 1998
Communications
Kristyn Chin's Fidelity Investments Experience 2006 - 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2006 - 2009
CitiStreet 1996 - 1998
Fidelilty 1987 - 1991
Education
Bridgewater State University 1982 — 1986
BS, education
Bridgewater State University 1981 — 1986
Fidelity Investments 2006 - 2009
CitiStreet 1996 - 1998
Fidelilty 1987 - 1991
Education
Bridgewater State University 1982 — 1986
BS, education
Bridgewater State University 1981 — 1986
K. Bryce Vermeulen's Fidelity Investments Experience January 2013 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
BYU, Administrative Solutions June 2008 - August 2011
LDS Business College January 2008 - July 2008
Commscan Services April 2006 - August 2007
Conscan Services January 2002 - April 2004
Skills
Microsoft Office, Customer Service, Windows, Computer Hardware, Microsoft Excel, PowerPoint, Project Management, Leadership, Troubleshooting, Microsoft Word, Networking, Social Media, Computer Repair, Sales
Education
Brigham Young University 2008 — 2011
Bussiness Management
LDS Business College 2007 — 2008
Fidelity Investments January 2013 - Present
BYU, Administrative Solutions June 2008 - August 2011
LDS Business College January 2008 - July 2008
Commscan Services April 2006 - August 2007
Conscan Services January 2002 - April 2004
Skills
Microsoft Office, Customer Service, Windows, Computer Hardware, Microsoft Excel, PowerPoint, Project Management, Leadership, Troubleshooting, Microsoft Word, Networking, Social Media, Computer Repair, Sales
Education
Brigham Young University 2008 — 2011
Bussiness Management
LDS Business College 2007 — 2008
Stacey Gluck's Fidelity Investments Experience January 2008 - February 2009
Job Implementations Manager at Titan Management Group LLC
Industry Environmental Services
Experience
MVI FIELD SERVICES December 2011 - Present
Titan Cloud Software, LLC March 2009 - December 2011
Fidelity Investments January 2008 - February 2009
Skills
Process Improvement, Strategic Planning, Microsoft Office, Project Management, Risk Management, Customer Service, Account Management, Microsoft Excel, Software Development, Business Development, Banking, Program Management, Insurance, Financial Services, Series 63, Series 7, Mutual Funds, Consulting, Access, Relationship Management
Education
California State University-Fullerton 1999 — 2002
BA, Communications
Quinsigamond Community College 1996 — 1998
AS, Graphic Design
Bridgewater State University 1994 — 1995
All
MVI FIELD SERVICES December 2011 - Present
Titan Cloud Software, LLC March 2009 - December 2011
Fidelity Investments January 2008 - February 2009
Skills
Process Improvement, Strategic Planning, Microsoft Office, Project Management, Risk Management, Customer Service, Account Management, Microsoft Excel, Software Development, Business Development, Banking, Program Management, Insurance, Financial Services, Series 63, Series 7, Mutual Funds, Consulting, Access, Relationship Management
Education
California State University-Fullerton 1999 — 2002
BA, Communications
Quinsigamond Community College 1996 — 1998
AS, Graphic Design
Bridgewater State University 1994 — 1995
All
Lynne Driscoll's Fidelity Investments Experience July 2006 - Present
Job Sr. Operations Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
Putnam Investments 1999 - 2006
Skills
Process Improvement, Business Process..., Operations Management, Business Analysis, Program Management, Management, Change Management, Vendor Management, Risk Management, Financial Services, Investments, Securities, Mutual Funds, Project Management, Equities, Microsoft Excel, Finance, Customer Service
Education
Bridgewater State University
Bachelor of Science - Finance
Fidelity Investments July 2006 - Present
Putnam Investments 1999 - 2006
Skills
Process Improvement, Business Process..., Operations Management, Business Analysis, Program Management, Management, Change Management, Vendor Management, Risk Management, Financial Services, Investments, Securities, Mutual Funds, Project Management, Equities, Microsoft Excel, Finance, Customer Service
Education
Bridgewater State University
Bachelor of Science - Finance
Shannon Iannetti's Fidelity Investments Experience October 2005 - December 2007
Job Shareholder Services Specialist ll at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2012 - Present
State Street March 2011 - October 2011
NATIONAL FINANCIAL, a Fidelity Investments Company December 2007 - April 2009
Fidelity Investments October 2005 - December 2007
Education
Massasoit Community College
Associates Degree, Liberal Arts
Bridgewater State University
B.S. School, Management Science; Accounting & Finance
BNY Mellon January 2012 - Present
State Street March 2011 - October 2011
NATIONAL FINANCIAL, a Fidelity Investments Company December 2007 - April 2009
Fidelity Investments October 2005 - December 2007
Education
Massasoit Community College
Associates Degree, Liberal Arts
Bridgewater State University
B.S. School, Management Science; Accounting & Finance
Randall Madge, PMP's Fidelity Investments Experience 1998 - 2005
Job Senior Project Manager at Staples
Industry Information Technology and Services
Experience
Staples March 2005 - Present
Fidelity Investments 1998 - 2005
Sun Life 1999 - 2002
Allmerica July 1997 - December 1997
New England Electric 1995 - July 1997
New England Electric July 1992 - February 1995
D&B Software 1986 - 1992
Skills
SDLC, Requirements Analysis, E-commerce, Agile Methodologies, Business Analysis, Project Management, Software Project..., Visio, Integration, Mobile Applications, Cross-functional Team..., Analysis, PMP, PMO, Systems Analysis, Web Applications, JIRA, Information Technology, Management, IT Management, ecommerce, Financial Services, Business Systems, Vendor Management, Software Development..., Testing, Requirements Management, Waterfall, Requirements Gathering, Agile, MS Project, PowerPoint, Microsoft Excel, Version One, Program Management
Education
Bridgewater State College 1978 — 1980
BS
Staples March 2005 - Present
Fidelity Investments 1998 - 2005
Sun Life 1999 - 2002
Allmerica July 1997 - December 1997
New England Electric 1995 - July 1997
New England Electric July 1992 - February 1995
D&B Software 1986 - 1992
Skills
SDLC, Requirements Analysis, E-commerce, Agile Methodologies, Business Analysis, Project Management, Software Project..., Visio, Integration, Mobile Applications, Cross-functional Team..., Analysis, PMP, PMO, Systems Analysis, Web Applications, JIRA, Information Technology, Management, IT Management, ecommerce, Financial Services, Business Systems, Vendor Management, Software Development..., Testing, Requirements Management, Waterfall, Requirements Gathering, Agile, MS Project, PowerPoint, Microsoft Excel, Version One, Program Management
Education
Bridgewater State College 1978 — 1980
BS
Meghan Simmons's Fidelity Investments Experience October 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Education
Bridgewater State College 2003 — 2007
Fidelity Investments October 2013 - Present
Education
Bridgewater State College 2003 — 2007
Kevin Gildea's Fidelity Investments Experience May 1997 - March 2008
Job Backup Analyst III at John Hancock Financial Services
Industry Financial Services
Experience
JOHN HANCOCK FINANCIAL SERVICES March 2008 - Present
Fidelity Investments May 1997 - March 2008
Putnam Investments June 1992 - May 1997
AGFA Compugraphic Corp May 1989 - June 1992
Policy Management Systems September 1984 - May 1989
Boston Financial Data Services September 1981 - May 1984
Skills
EMC NetWorker
Education
Bridgewater State University
time, Management Science program; MIS concentration
CONTROL DATA INSTITUTE
Northeastern University
JOHN HANCOCK FINANCIAL SERVICES March 2008 - Present
Fidelity Investments May 1997 - March 2008
Putnam Investments June 1992 - May 1997
AGFA Compugraphic Corp May 1989 - June 1992
Policy Management Systems September 1984 - May 1989
Boston Financial Data Services September 1981 - May 1984
Skills
EMC NetWorker
Education
Bridgewater State University
time, Management Science program; MIS concentration
CONTROL DATA INSTITUTE
Northeastern University
Natalie Comforti's Fidelity Investments Experience December 2007 - Present
Job Brokerage Operations Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2007 - Present
State Street September 2004 - December 2007
Education
Bridgewater State College 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Fidelity Investments December 2007 - Present
State Street September 2004 - December 2007
Education
Bridgewater State College 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Richard Vaillancourt's Fidelity Investments Experience July 2014 - Present
Job Assistant Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
ParaTect, LLC September 2008 - Present
Fidelity Investments September 2010 - June 2014
Fidelity Investments December 2005 - September 2010
Fidelity Investments 1999 - 2005
Grant Construction 1992 - 1999
Various Commercial Aircraft Pilot Positions 1989 - 1999
Aquidneck Air Services, Inc. 1991 - 1994
U.S. Army 1980 - 1983
Skills
Due Diligence, Risk Management, Financial Analysis, Management, Country Risk Analysis, Vendor Risk, Leadership Development, Geopolitics, Personal Protection, Mutual Funds, Business Intelligence, Physical Security, Airline Transport Pilot, Series 6, Series 63, Private Investigations, Piloting
Education
Roger Williams University 2001 — 2001
Bachelor of Science, Administration of Justice / Business Management
Bridgewater State University
Aviation Management / Flight Training
Hawthorne College
Aviation Management / Flight Training
Fidelity Investments July 2014 - Present
ParaTect, LLC September 2008 - Present
Fidelity Investments September 2010 - June 2014
Fidelity Investments December 2005 - September 2010
Fidelity Investments 1999 - 2005
Grant Construction 1992 - 1999
Various Commercial Aircraft Pilot Positions 1989 - 1999
Aquidneck Air Services, Inc. 1991 - 1994
U.S. Army 1980 - 1983
Skills
Due Diligence, Risk Management, Financial Analysis, Management, Country Risk Analysis, Vendor Risk, Leadership Development, Geopolitics, Personal Protection, Mutual Funds, Business Intelligence, Physical Security, Airline Transport Pilot, Series 6, Series 63, Private Investigations, Piloting
Education
Roger Williams University 2001 — 2001
Bachelor of Science, Administration of Justice / Business Management
Bridgewater State University
Aviation Management / Flight Training
Hawthorne College
Aviation Management / Flight Training
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank