Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Long Ly Long Ly Dallas/Fort Worth Area Details
Long Ly's Fidelity Investments Experience August 2015 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   August 2015 - Present
Lanyon  February 2015 - July 2015
University of Texas at Arlington  May 2014 - July 2015
University of Texas at Arlington  February 2014 - May 2015
Onsaemiro Inc.   February 2013 - February 2015
University of Texas at Arlington  May 2013 - August 2013
DCCCD  May 2012 - August 2012
DCCCD  September 2011 - August 2012
DCCCD  February 2011 - May 2012

Skills
Algorithms, Programming, Databases, SQL, Microsoft Office, Microsoft SQL Server, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Integration, Management, Access, Software Development, Software Project..., Software Documentation, Android Development, C++, C, C#, Customer Service, Java, JavaScript, Pascal, Python, Information Security, Scheme

Education
The University of Texas at Arlington   2012 — 2015
Bachelor’s Degree, Computer Science - Summa Cum Laude, 3.94/4.0

Brookhaven Community College   2008 — 2012
Associate of Science (A.S.), 4.0/4.0

Le Hong Phong

Owen Whiting Owen Whiting Mercer Island, Washington Details
Owen Whiting's Fidelity Investments Experience June 2015 - Present
Job Design Student at RISD
Industry Design
Experience
Fidelity Investments   June 2015 - Present
O&G Studio   January 2015 - February 2015
Peter Davis Builders, Inc.   May 2014 - August 2014
Rhode Island School of Design  September 2013 - May 2014
Mercer Island Thrift Shop  June 2013 - September 2013

Skills
Industrial Design, Product Design, SolidWorks, Photoshop, Illustrator, InDesign, Sketching, Model Making, Concept Development, Rhino 3D, Illustration, Adobe Creative Suite, Graphic Design, Drawing, Photography, Logo Design, Microsoft Office, Typography, Metal Fabrication, Painting

Education
Rhode Island School of Design   2012 — 2016
BFA Industrial Design, Industrial and Product Design

Brown University   2014 — 2015

The Bush School   2009 — 2012

Richard Michel Richard Michel Naples, Florida Details
Richard Michel's Fidelity Investments Experience December 2013 - Present
Job DrivenPassionateLife Changer
Industry Higher Education
Experience
Fidelity Investments   December 2013 - Present
Enterprise Rent-A-Car  February 2013 - April 2013
Florida Gulf Coast University  January 2012 - April 2013
Florida Gulf Coast University  2012 - 2013

Skills
Event Planning, PowerPoint, Public Speaking, Microsoft Office, Student Development, Teaching, Microsoft Word, Microsoft Excel, Social Media, Fundraising, Community Outreach, Nonprofits, Facebook, Customer Service, Editing, Program Development, Event Management, Data Entry, Time Management, Social Networking, Administrative..., Leadership Development, Training, Social Media Marketing, Leadership, Sales, Management, Public Relations, Marketing Strategy, Strategy, Data Analysis, Marketing, Teamwork, Marketing Communications, Market Research

Education
Florida Gulf Coast University   2010 — 2013
BS Marketing, Marketing/Marketing Management, General

Florida Gulf Coast University   2010 — 2013
BS Management, Entrepreneurial and Small Business Operations

College Leadership Florida   2011 — 2011

Broward Community College   2008 — 2010
Associate's degree, Management

Institution Saint Louis de Gonzague   1999 — 2006
High School Diploma

Oliver Hudson Oliver Hudson Greater Boston Area Details
Oliver Hudson's Fidelity Investments Experience June 2013 - August 2013
Job Software Engineer at Stock Rover
Industry Computer Software
Experience
Stock Rover  July 2014 - Present
Brown Daily Herald Inc.  September 2012 - December 2013
Fidelity Investments   June 2013 - August 2013
The College Fix  May 2013 - August 2013
The Brown Spectator   June 2012 - June 2013
Brown Political Review  March 2012 - December 2012
Stock Rover  June 2012 - August 2012
University of Maryland  June 2010 - August 2010
Representative Peter Roskam (IL), United States Congress   June 2009 - August 2009

Skills
Business Strategy, Applied Mathematics, Computer Science, Start-ups, Feature Articles, News Writing, Editorial, Web Content, Content Strategy, Journalism, Copy Editing, Editing, Publications, Magazines, Newspapers, Mobile Applications, Publishing, Web Development, Programming, Writing, Design, JavaScript, Ruby on Rails, Java, SQL, Analytics, Mathematics

Education
Brown University   2010 — 2014
Bachelor of Science (BS), Applied Math and Computer Science

Kim Landers, B.A., A.A.S., R.T.(R)(CT)(ARRT) Kim Landers, B.A., A.A.S., R.T.(R)(CT)(ARRT) Flower Mound, Texas Details
Kim Landers, B.A., A.A.S., R.T.(R)(CT)(ARRT)'s Fidelity Investments Experience 2006 - 2006
Job Radiologic Technologist
Industry Hospital & Health Care
Experience
Denton Regional Medical Center (subsidiary hospital of HCA)   May 2014 - August 2014
Medical Center of Mckinney  January 2014 - May 2014
Gaylord Texan  2010 - 2012
Sutera Spa   2007 - 2010
WM Financial Services  2007 - 2007
Fidelity Investments   2006 - 2006
Ameriprise Financial Services  2004 - 2006
Self Employed  2003 - 2004

Skills
Healthcare, Teaching, Data Entry, Licensing, Leadership, Microsoft Office, Spanish, Microsoft Excel, SPSS, Critical Thinking, Customer Service, Teamwork, Hospitals, Microsoft Word, Therapeutic Massage, Research, Cpr Certified, Public Speaking, Clinical Research, Higher Education, Nutrition, Access, Statistics, Event Planning, Finance, PowerPoint, Nonprofits, Data Analysis

Education
Brookhaven Community College   2014 — 2014
Advanced Technical Certificate, Computed Tomography

Brookhaven Community College   2012 — 2013
Associate in Applied Science, Radiologic Sciences

University of California, Irvine
Bachelor of Arts (BA), Economics

Ethan Skinner Ethan Skinner Dallas/Fort Worth Area Details
Ethan Skinner's Fidelity Investments Experience December 2013 - November 2014
Job Financial Analyst at Allstate
Industry Financial Services
Experience
Allstate  November 2014 - Present
Fidelity Investments   December 2013 - November 2014
Brown University  February 2013 - May 2013
Elevate ROI   June 2012 - August 2012
Northwestern Mutual  May 2011 - January 2012

Skills
Investments, Economics, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Strategic Planning, Strategic Financial..., Bloomberg, Microsoft Office, Retirement Planning, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Finance, Asset Allocation, Stata, Social Media, Series 7, Insurance, Series 63

Education
Brown University   2009 — 2013
Economics

Vincent Manning Vincent Manning Greater Boston Area Details
Vincent Manning's Fidelity Investments Experience 1995 - 1998
Job Managing Director at Venture Financial Systems Group
Industry Financial Services
Experience
Old Mutual Asset Management Trust Company  2011 - 2013
Old Mutual Asset Management Trust Company  2008 - 2011
Old Mutual Asset Management  2005 - 2008
Venture FSG   1998 - 2005
Fidelity Investments   1995 - 1998
Mercer  1991 - 1995

Skills
Asset Managment, Mutual Funds, Fixed Income, Equities, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Financial Services, Investments, Asset Allocation, Strategy, Derivatives, Investment Management, Asset Management, Finance, Series 63

Education
Boston College, Wallace E. Carroll School of Management
Master of Business Administration (MBA), Strategic Management

Brown University   1987 — 1991
BA, Economics

Xaverian Brothers High School   1983 — 1987

Matt Waller Matt Waller Greater Seattle Area Details
Matt Waller's Fidelity Investments Experience June 2007 - August 2007
Job Senior Financial Analyst MBA Intern at Amazon
Industry Mining & Metals
Experience
Amazon  June 2015 - August 2015
Traxys Group   November 2011 - June 2014
Gulf Oil  June 2008 - July 2011
Fidelity Investments   June 2007 - August 2007

Skills
Commodity Markets, Microsoft Excel, Access, Business Objects, CODA Financials, CPMS, SQL, Financial Modeling, Accounting, Logistics, Solarc Right Angle, Economics, Trading, Analysis, Management, Strategic Planning, Data Analysis, Financial Analysis

Education
University of Washington, Michael G. Foster School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Finance

Brown University   2004 — 2008
BA, Economics

Kanda University of International Studies   2007 — 2007

Nawaz Mehdi Nawaz Mehdi Carrollton, Texas Details
Nawaz Mehdi's Fidelity Investments Experience June 2015 - Present
Job Associate Mainframe Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   June 2015 - Present
Mehdi Corporation   August 1994 - June 2015
Fidelity Investments   May 2014 - August 2014

Skills
COBOL, JCL, DB2, SQL, Access, Java, ASP.NET, Training, Leadership, Research, Management, Microsoft Excel, Microsoft Word, PowerPoint

Education
University of North Texas   2011 — 2014
Bachelor of Science (B.Sc.), Computer/Information Technology Administration and Management, 3.8

Brookhaven Community College   2009 — 2011
Basic Skills and Developmental/Remedial Education, 3.95

Karachi University   1987 — 1989
Bachelor of Commerce (B.Com.), Business/Commerce, General, First Division

Christopher Whittles Christopher Whittles Providence, Rhode Island Details
Christopher Whittles's Fidelity Investments Experience May 2014 - September 2014
Job Student at Brown University
Industry Management Consulting
Experience
Brown University  March 2014 - Present
Gentle Giant Moving Co.  May 2012 - Present
Fidelity Investments   May 2014 - September 2014
Mink Street Storage   August 2009 - August 2013
Patriot Cinemas   February 2008 - August 2010

Education
Brown University   2010 — 2015
Business, Entrepreneurship and Organizations

Pembroke High School   2005 — 2009

Nicholas Tsapakos Nicholas Tsapakos New York, New York Details
Nicholas Tsapakos's Fidelity Investments Experience July 2013 - December 2014
Job Planning & Capital Management Analyst at Sirius Group
Industry Accounting
Experience
Fidelity Investments   July 2013 - December 2014
Schoolhouse Partners   June 2012 - August 2012
Stock Rover  June 2011 - August 2011
Quechee Club   June 2010 - August 2010

Skills
Marketing Strategy, Marketing, Financial Analysis, Investments, Business Analysis, Leadership, Microsoft Office, Financial Modeling

Education
Brown University   2009 — 2013
Bachelor of Arts (A.B.), Economics, and in Philosophy

Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Bridge Program

Hanover High School   2005 — 2009
Diploma

Jurica Bulovic Jurica Bulovic Boston, Massachusetts Details
Jurica Bulovic's Fidelity Investments Experience July 2015 - Present
Job Senior Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   July 2013 - July 2015
The Brown Journal of World Affairs  September 2011 - May 2013
Fidelity Investments - Pyramis Global Advisors  June 2012 - August 2012
Brown University- Department of Economics  February 2012 - May 2012
Brown Table Tennis Club   September 2009 - May 2012

Skills
Data Analysis, Stata, Economics, Financial Analysis, Statistics, Econometrics, Matlab, Monte Carlo Simulation, Probabilistic Models, Markov models, Business Development, Microsoft Office

Education
Brown University   2009 — 2013
Bachelor of Science (B.Sc.), Applied Mathematics-Economics

United World College in Mostar   2007 — 2009
International Baccalaureate

Phil Rizzuto Phil Rizzuto Greater New York City Area Details
Phil Rizzuto's Fidelity Investments Experience June 2013 - September 2013
Job Business Analyst at Goman+York Property Advisors, LLC
Industry Financial Services
Experience
Goman+York Property Advisors, LLC   June 2015 - Present
Open Democracy Advocacy Centre   July 2014 - November 2014
Fidelity Investments   June 2013 - September 2013
WPRI Channel 12 Eyewitness News (CBS/FOX)   June 2013 - September 2013
Tomorrow Fund (Rhode Island Hospital)   June 2012 - September 2012

Education
Trinity College-Hartford   2012 — 2016
Bachelor of Arts (B.A.), Philosophy & English

New York University
Economics and Computer Science

Brown University   2012 — 2012
English

University of the Western Cape/Universiteit van Wes-Kaapland   2014 — 2014
Philosophy/ English

University of Salamanca   2011 — 2011
Spanish and Cultural Studies

Portsmouth Abbey School   2009 — 2012
High School

Bradley Haworth Bradley Haworth Dallas/Fort Worth Area Details
Bradley Haworth's Fidelity Investments Experience January 2014 - July 2014
Job Inventory AssistantManager at Fastenal
Industry Accounting
Experience
Standard Meat Company  June 2015 - Present
Fastenal  November 2014 - June 2015
Vertical Construction Management, LLC   July 2014 - November 2014
Fidelity Investments   January 2014 - July 2014
Fastenal  November 2013 - July 2014
Acadian Ambulance  February 2013 - May 2013
US Security Associates  February 2012 - February 2013
United States Marine Corps  October 2005 - October 2009

Skills
Data Entry, Data Analysis, Supply Chain Management, Inventory Management, PowerPoint, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Project Planning, Logistics, Training, Management, Software Documentation, Customer Service, Policy, Bookkeeping, Production Budgeting, Planning Budgeting &..., Team Leadership, Financial Accounting, General Ledger Software, US GAAP

Education
University of North Texas   2011 — 2014
Bachelor of Business Administration (BBA), Accounting

Brookhaven Community College   2009 — 2012
Associate of Science (A.S.), 3.13

Tim Bojar Tim Bojar Greater New York City Area Details
Tim Bojar's Fidelity Investments Experience 1999 - 2003
Job Director of Business Development at Valo Group, LLC
Industry Financial Services
Experience
Valo Group, LLC   2014 - Present
Wind Energy Development, LLC   2013 - Present
Litespeed Management   2009 - 2013
Macquarie Capital (USA) Inc.   2007 - 2009
XI Asset Management   2006 - 2007
Zanett Asset Management   2003 - 2006
Fidelity Investments   1999 - 2003
Phoenix Investment Partners  1998 - 1999

Skills
Hedge Funds, Equities, Investor Relations, Marketing, Sales, Economics, Investments, Business Development, Alternative Investments, Fundraising, New Business Development, Marketing Strategy, Business Strategy, Fixed Income, Due Diligence, Trading, Asset Allocation, Mutual Funds, Financial Services, Product Marketing, Emerging Markets, Client Relations Skills, Capital Raising, Capital

Education
Brown University   1994 — 1998
B.A. in Business-Economics, Economics

Berkeley Preparatory School   1991 — 1994
High School

Johanna (Bergmans) Musselman Johanna (Bergmans) Musselman Princeton, New Jersey Details
Johanna (Bergmans) Musselman's Fidelity Investments Experience November 1993 - September 2000
Job Experienced Project Manager
Industry Information Technology and Services
Experience
reacHIRE  January 2014 - March 2014
Fidelity Investments   November 1993 - September 2000
Midwest Ultrasound, Inc.   July 1990 - August 1993
Ernst & Young  March 1987 - June 1990
General Electric  August 1984 - March 1987
CIGNA Healthcare  June 1983 - August 1983
Pacific Gas & Electric  November 1980 - July 1982
Chrysler  July 1979 - July 1980

Skills
Leadership, Management Consulting, Management, Consulting, Market Research, Project Management, Energy, Engineering, Strategy, Program Management, Training, Strategic Planning, Event Management, Business Analysis, Process Improvement

Education
Tuck School of Business at Dartmouth   1982 — 1984
MBA, General Management

Brown University   1975 — 1979
Sc. B., Engineering

Monument Mountain Regional HS   1972 — 1975
Diploma

Berkshire Country Day School   1967 — 1972

Paula McNamara Paula McNamara Providence, Rhode Island Area Details
Paula McNamara's Fidelity Investments Experience 1987 - 2008
Job President of a Charitable Foundation
Industry Nonprofit Organization Management
Experience
Charitable Foundation   November 2008 - Present
Fidelity Investments   1987 - 2008

Skills
Financial Services, Program Management, Mutual Funds

Education
Brown University
BA, Art History

Bob Maiorana Bob Maiorana Greater Boston Area Details
Bob Maiorana's Fidelity Investments Experience 1999 - 2002
Job Principal, BostonWest Creative
Industry Marketing and Advertising
Experience
BostonWest Creative   1984 - Present
Juniper Networks  2005 - 2009
Progress Software  2002 - 2005
Fidelity Investments   1999 - 2002
Fidelity Investments   1997 - 1999
Intuitive Technology Corporation   1993 - 1997
Digital Equipment Corporation  1985 - 1993

Skills
Marketing Communications, Marketing Strategy, Marketing, CRM, Program Management, Integrated Marketing, Product Marketing, Email Marketing, Social Media Marketing, Corporate Branding, Digital Marketing, Advertising, Direct Marketing, Multi-channel Marketing, Copywriting, Social Media, Online Marketing, Creative Direction, Product Management, Corporate Communications

Education
Brown University
A.B., English Language and Literature/Letters

Clark University
M.B.A, Marketing

Syracuse University - S.I. Newhouse School of Public Communications
M.A., Communications

Jasper Shipley Jasper Shipley Tampa/St. Petersburg, Florida Area Details
Jasper Shipley's Fidelity Investments Experience 2007 - 2009
Job Marketing Consultant for Dex Media 'Get Found, Get Chosen, Get Talked About'
Industry Marketing and Advertising
Experience
Dex Media/Superpages   July 2014 - Present
NexTraq  September 2012 - February 2013
AT&T Advertising Solutions  October 2009 - September 2012
Fidelity Investments   2007 - 2009
BanPlus Home Mortgage   2006 - 2007
Phones Etc an Avaya Business Partner   2003 - 2006

Skills
Business to Business..., Business Development, Advertising, Online Advertising, Sales Management, Sales, Direct Sales, Online Presence, Online Traffic, Search Engine, Search Advertising, Local Search..., Local Search, Organic Search, Search Engines, B2B, Sales Presentations, CRM, Competitive Analysis, Sales Operations, Lead Generation, Leadership, New Business Development, Recruiting, SEM, Cold Calling, SaaS, Advertising Sales, SEO, Online Marketing, PPC, Mobile Marketing, Salesforce.com

Education
Hillsborough Community College   2013 — 2014
Business Administration and Management, General

Brookdale Community College   1994 — 1995
Business Communications

Debra Yanofsky Debra Yanofsky Greater Boston Area Details
Debra Yanofsky's Fidelity Investments Experience 1994 - 1998
Job Consultant at Executive Service Corps of New England
Industry Nonprofit Organization Management
Experience
Executive Service Corps of New England  2010 - Present
Fidelity Investments   1994 - 1998
Harvard Community Health Plan  1987 - 1994
Quaker Oats  1982 - 1987

Skills
Marketing Strategy, Marketing Communications, Non-profit Consulting, Strategy, Marketing, Fundraising, Leadership, Management, Nonprofits, Program Management, Public Relations, Strategic Planning

Education
Kellogg Graduate School of Management   1980 — 1982
MBA, Marketing, Finance

Brown University   1974 — 1978
BA, International Relations, Magna cum laude

Matey Odonkor Matey Odonkor Sherman Oaks, California Details
Matey Odonkor's Fidelity Investments Experience November 2011 - June 2013
Job User Experience, Visual & Graphic Designer
Industry Design
Experience
POSSIBLE  2015 - 2015
Capital Group  2015 - 2015
athenahealth  July 2013 - September 2014
Fidelity Investments   November 2011 - June 2013
WGBH  2010 - September 2011
Visual io  2007 - December 2009
EMC  August 2004 - January 2007

Skills
User Interface Design, Data Visualization, Information Architecture, User Experience, Information Design, Graphic Design, Visual Design, User-centered Design, Screen Printing, Content Management, Usability Testing, User Interface, Scrum, User Experience Design, Usability, Wireframes, Flash, Interaction Design, HTML 5, User Scenarios, Web Analytics

Education
Rhode Island School of Design   2005 — 2007
Master of Fine Arts (MFA), Digital Communication and Media/Multimedia

Massachusetts College of Art and Design   2000 — 2004
BFA in Graphic Design, GRAPHIC DESIGN

Brown University   2006 — 2007
Collegiate Teaching Certificate., ART & DESIGN

Presbyterian Boys Secondary School (PRESEC), Accra, Ghana
High School

Branislav Vujic Branislav Vujic Toronto, Canada Area Details
Branislav Vujic's Fidelity Investments Experience December 2005 - September 2009
Job Investment Specialist at BMO Mutual Funds
Industry Financial Services
Experience
BMO Investments Inc.  September 2010 - Present
Fidelity Investments   December 2005 - September 2009
Skylon Tower   May 2002 - December 2005

Skills
Financial Modeling, Financial Advisory, Investments, Financial Statement..., PowerPoint, Analysis, Fixed Income, Microsoft Excel, Financial Services, Finance, Outlook, Financial Analysis, Mutual Funds, Wealth Management, Portfolio Management, Financial Planning, Banking, Equities, Relationship Management, Retirement Planning, Asset Management, Risk Management

Education
CMA Ontario   2011 — 2013
Pre-professional candidate, Management Accounting

Investment Banking Institute   2010 — 2010
Training Course, Financial Modeling and Valuation Analysis

Canadian Securities Institute   2008 — 2008
Canadian Securities Course

Brock University   1998 — 2002
Honours Bachelor of Business Administration, Finance

Anne Duggan Anne Duggan Boston, Massachusetts Details
Anne Duggan's Fidelity Investments Experience August 2013 - Present
Job Management Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Fidelity Investments   June 2012 - August 2012
Credit Suisse  April 2007 - April 2011
Morgan Stanley  July 2006 - April 2007
Fidelity Investments   July 2005 - August 2005

Skills
Strategic Consulting, Portfolio Management, Mergers & Acquisitions, Private Equity, Financial Modeling, Equity Research, Strategy, Equities, Venture Capital, Investments, Mergers, Finance

Education
Tuck School of Business at Dartmouth   2011 — 2013
MBA with Distinction, General Management

Brown University   2004 — 2006
BA with Honors, Business Economics

Columbia University in the City of New York   2002 — 2004
BA, Economics

Milton Academy   1999 — 2002
High School Diploma

Alexander Kurihara Alexander Kurihara Providence, Rhode Island Area Details
Alexander Kurihara's Fidelity Investments Experience June 2012 - August 2012
Job Software Engineer at Venmo
Industry Computer Software
Experience
Venmo  August 2014 - Present
RetailMeNot, Inc.   June 2013 - August 2013
Fidelity Investments   June 2012 - August 2012
University of California, Los Angeles Medical Center   June 2011 - August 2011
University of California, Los Angeles Medical Center   June 2010 - August 2010

Skills
Java, Android Development, PHP, JavaScript, Ember.js, HTML, CSS, SQL, Python

Education
Brown University   2010 — 2014
Bachelor of Science (B.Sc.), Computer Science - Economics

Robert Stern, JD, CFP® Robert Stern, JD, CFP® Dallas/Fort Worth Area Details
Robert Stern, JD, CFP®'s Fidelity Investments Experience April 2010 - February 2015
Job Wealth Strategist JP Morgan Private Bank
Industry Investment Management
Experience
JPMorgan Chase & Co.   February 2015 - Present
Fidelity Investments   April 2010 - February 2015
Aviva USA  October 2008 - April 2010
New York Life Insurance Co.  April 2003 - October 2008
RSM McGladrey  December 2000 - April 2003
UBS Wealth Management  1999 - 2000
The Ayco Company, L.P.   June 1998 - December 1999
Eagle & Fein   June 1996 - June 1998

Skills
Estate Planning, Charitable Giving..., Charitable Giving, Charitable Trusts, Philanthropy, Insurance Planning, Wealth Management, Wealth Transfer, Trusts, Business Succession..., Executive Benefits..., Succession Planning, Business Planning, Investment Advisory, Strategic Financial..., Personal Financial..., Wealth Preservation..., Multi-generational..., Multi-generational..., Wealth Management..., Public Speaking, Extemporaneous Speaking, Workshop Facilitation, Finance, Wealth, Fixed Annuities, Financial Planners, Retirement, Asset Management, Charities, Employee Benefits, Life Insurance, Strategy, 401k, Asset Allocation, Mutual Funds, Financial Advisory, Series 7, Separately Managed..., Financial Planning, Long-term Care, High Net Worth..., Securities, Series 63, Wealth Accumulation, Alternative Investments, ETFs, Pensions, Series 65, Financial Services

Education
Brooklyn Law School   1993 — 1996

College of the Holy Cross   1987 — 1991
BA, Economics

Xavier High School   1983 — 1987
HS Diploma

William Gagnon, MBA, CIM William Gagnon, MBA, CIM Toronto, Canada Area Details
William Gagnon, MBA, CIM's Fidelity Investments Experience February 2012 - October 2014
Job Finance Professional | MBA
Industry Financial Services
Experience
Fidelity Investments   February 2012 - October 2014
Citi  October 2010 - February 2012
Driasi  June 2010 - September 2010
Avalon  July 2008 - December 2009
Okanagan Hockey School   July 2007 - August 2007

Skills
Mutual Funds, Portfolio Management, Equity Research, Analytical, Results Focused, Financial Planning, Entrepreneurial Skills, Problem Solving, Financial Reporting, Fixed Income, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Multitasking, Result Oriented, Management, Equities, Entrepreneurship, Financial Services, Event Management, Banking, Customer Service, Derivatives, Corporate Finance, Financial Analysis, Finance, Investments, Time Management, Bloomberg Terminal

Education
Concordia University   2012 — 2015
MBA in Investment Management, Finance, General

Brock University   2004 — 2008
Sport Management, Sport Management

Allison Baird Allison Baird Greater Boston Area Details
Allison Baird's Fidelity Investments Experience 1999 - 2010
Job Contractor/Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2012 - Present
Fidelity Investments   1999 - 2010
Thomson Reuters  1995 - 1999
US House of Representatives  1991 - 1993

Skills
Strategy, Product Management, Leadership, Cross-functional Team..., Vendor Management, Coaching, Benchmarking, Mutual Funds, Financial Services, Program Management, Budgets, Management, Product Development, Securities, Retirement, Investments, Marketing, P&L Management, Series 7, Speech Writing, Presentation Development, Consulting, Outsourcing, Relationship Management, Asset Management, Executive Management, Project Management

Education
Georgetown University   1993 — 1996
MA, Middle East Studies & International Business Diplomacy

Brown University   1987 — 1991
BA, Political Science

Robert Olivier Robert Olivier Greater Boston Area Details
Robert Olivier's Fidelity Investments Experience April 2009 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   April 2009 - Present
Fidelity Investments   March 2007 - April 2009
Fidelity/Veritude   2006 - 2007
Bank of America  January 2005 - August 2005
FleetBoston Financial  2000 - 2004
Chase Manhattan Mortgage  1998 - 2000
American Christian Press   1984 - 1997

Education
Brown University   1978 — 1984
BA, English

Phillips Academy, Andover   1968 — 1972

Way College of Emporia
Bachelors of Theology, Biblical research, practical ministry

Paula Abilheira Paula Abilheira Providence, Rhode Island Area Details
Paula Abilheira's Fidelity Investments Experience May 2012 - January 2013
Job UX Designer at Buildium LLC
Industry Design
Experience
Buildium LLC  June 2013 - Present
Fidelity Investments   May 2012 - January 2013
Nitch   September 2011 - May 2012
A.T. Cross Company   May 2011 - November 2011
Pagano Media  April 2011 - September 2011
CVS/Caremark  2004 - 2009
Hasbro, Metlife   2003 - 2004
The Education Alliance at Brown University  2001 - 2003
IBM e-Business Innovation Center   2000 - 2001
Gilbert Design Associates   1999 - 2001

Skills
Graphic Design, Web Design, InDesign, Art Direction, Illustrator, Adobe Creative Suite, Marketing, Mobile Web Ui/UX, Mobile UI/UX, Presentation Design, Posters, Corporate Branding, User Interface Design, User Experience, Packaging, E-commerce, Creative Direction, User Experience Design

Education
Rhode Island School of Design   1991 — 1994
Bachelor of Fine Arts (BFA)

Brown University

Savannah College of Art and Design

St. Mary Academy

Sarah Johnson Sarah Johnson Greater Boston Area Details
Sarah Johnson's Fidelity Investments Experience January 1998 - June 2008
Job Web Marketing Strategy & Operations at Avid
Industry Online Media
Experience
Avid Technology  February 2015 - Present
Sarah Johnson Creative   December 2008 - Present
Philips Healthcare  January 2014 - January 2015
Trinity University  June 2011 - December 2012
USAA  December 2010 - February 2011
MIT's Convergence Culture Consortium (C3)   2007 - 2009
State Street Global Markets  August 2008 - December 2008
Fidelity Investments   January 1998 - June 2008
Inc. Business Resources, a division of Inc. Magazine   January 1997 - January 1998
Cahners Publishing, a Reed Elsevier company   1995 - 1997

Skills
Marketing Communications, Integrated Marketing, Strategic Creative..., Pre-press Experience, Management Of Creative..., Copywriting, Advertising, Creative Direction, Strategy, Public Relations, Market Research, InDesign, Marketing, Editing, Vendor Management, Strategic Planning, Project Management, Event Planning, Integrated Brand..., Creative Campaign..., Collateral Materials..., Collateral Production, Ad Development, Catalog Development, Catalog Layout, Magazine Layout Design, Designing Marketing..., Banner Designing, Mobile Interface Design, Logo Design, Editorial, Online Advertising, Magazines, Email Marketing, Social Media Marketing, Multimedia, Social Media, Sourcing, Art Direction, Digital Strategy, Video Production, Marketing Strategy, Digital Media, Leadership, Automation, Mac, Video, B2B, Brand Development, Online Marketing

Education
Brown University
B.A., Semiotics

Kearsarge Regional HS

S.I. Newhouse School of Communications, Syracuse University
Brown U. credit

The Interactive Factory
Certificate

Jill Christians Jill Christians Greater Boston Area Details
Jill Christians's Fidelity Investments Experience August 1994 - November 2002
Job Senior Network Marketing Manager, Boston Children's Hospital
Industry Hospital & Health Care
Experience
Store-A-Tooth (Provia Labs, LLC)   October 2010 - January 2013
Philips Medical Systems / Philips Healthcare   May 2003 - January 2010
Fidelity Investments   August 1994 - November 2002
MIT Sloan Alumni Club of Boston   1995 - 2002

Skills
Marketing Strategy, Market Research, Segmentation, Program Management, Entrepreneurship, Product Management, Cross-functional Team..., Strategy, Product Marketing, Business Development, Strategic Partnerships, Product Development, Competitive Analysis, Strategic Planning, Start-ups, Product Launch, Marketing Communications, Healthcare, Go-to-market Strategy, Multi-channel Marketing, Digital Marketing, Email Marketing, Brand Development, Integrated Marketing..., Management, Marketing, Medical Devices, Public Relations

Education
MIT Sloan School of Management   1992 — 1994
MS (MBA with thesis), Marketing, Strategy

Brown University
ScB, Chemical Engineering (and Literature), Magna Cum Laude

Kathy Do Kathy Do Greater New York City Area Details
Kathy Do's Fidelity Investments Experience June 2012 - December 2012
Job Associate at Two Sigma Investments
Industry Investment Management
Experience
Lexington Partners  July 2015 - Present
Two Sigma Investments  April 2013 - July 2015
Fidelity Investments   June 2012 - December 2012
U.S. Equal Employment Opportunity Commission   June 2011 - August 2011
The John Hay Library Archives   October 2009 - December 2010
The Commission for Human Rights   June 2010 - August 2010
Runa  May 2010 - August 2010
Zosano Pharma  June 2009 - June 2009

Skills
Financial Modeling, Data Analysis, Valuation, Financial Analysis, Corporate Finance, Investments, Bloomberg, Microsoft Excel, Mutual Funds, Economics, Securities, Public Speaking, Hedge Funds, Asset Management, Due Diligence

Education
Brown University   2008 — 2012
Bachelor of Arts (B.A.), English Language & British Literature

Richard J. (Rick) Paley Richard J. (Rick) Paley Greater New York City Area Details
Richard J. (Rick) Paley's Fidelity Investments Experience 1993 - 1996
Job Compliance, Legal, Regulatory and Risk Management Executive
Industry Financial Services
Experience
J.P. Morgan Asset Management   August 2015 - Present
The Cadwalader Cabinet   January 2015 - July 2015
W. P. Carey Inc. (Carey Financial, LLC)   2005 - November 2014
Daiwa Capital Markets America  2004 - 2005
Swiss Re  2002 - 2004
The Depository Trust & Clearing Corporation  1996 - 2002
Fidelity Investments   1993 - 1996
Labaton Sucharow LLP  1988 - 1992
U.S. Securities and Exchange Commission   1986 - 1988
Speeches and Presentations   1979 - 1979

Skills
Alternative Investments, Financial Regulation, Litigation, Private Placements, Internal Investigations, Project Management, Mutual Funds, Hedge Funds, Securities Regulation, Securities Litigation, Series 24, Investment Advisory, Investment Management, FINRA, Clearing, Enterprise Risk..., Anti Money Laundering, FCPA, UK Bribery Act, Real Estate, Futures, Banking, Compliance, Legal Compliance, Regulation D, Blue Sky, COSO ERM, GRC, Finance, Financial Services, Series 7, Securities, Capital Markets, Corporate Law, Investments, Due Diligence, Risk Management

Education
Brooklyn Law School
J.D., Law

St. Lawrence University
B.A., History Honors

The Hebrew University
History

Jim Hyatt Jim Hyatt Greater Denver Area Details
Jim Hyatt's Fidelity Investments Experience May 1990 - May 1995
Job Principal at Vescelius Hyatt, Inc.
Industry Management Consulting
Experience
International Policy Governance Association   2009 - Present
Charney Associates   July 2004 - Present
Vescelius Hyatt, Inc.   1998 - Present
Dental Aid  2004 - June 2009
ALPS Mutual Funds   September 1995 - June 1998
Fidelity Investments   May 1990 - May 1995
Putnam Investment  1988 - 1990
USLIFE Corp   1981 - 1985

Skills
Governance consulting, Retreat Facilitation, Policy Analysis, Programme Governance, Retreats, Board Development, Board Governance, Strategy, Executive Coaching, Management Consulting, Leadership

Education
Columbia University School of Law   1977 — 1980
J.D., Law

Brown University   1969 — 1973
BA, English

John Nilson John Nilson Osterville, Massachusetts Details
John Nilson's Fidelity Investments Experience May 1996 - December 1999
Job CCOW Developer at Advantech Consulting
Industry Information Technology and Services
Experience
Advantech Consulting  July 2014 - Present
Remedial Golf   June 2012 - July 2014
Carefx  October 2005 - June 2012
Lightbridge  2002 - 2003
Verilytics (iBelong)   2000 - 2002
Fidelity Investments   May 1996 - December 1999
Thompson Financial Services  April 1995 - May 1996
Delphi Internet  September 1994 - April 1995

Skills
Java, Agile Methodologies, Unix, C#, C++, Software Development, Subversion, VB.NET, XML, .NET, Maven, Microsoft SQL Server, Ant, Perl, Scrum, Java Enterprise Edition, Hibernate, Websphere, Windows, JSP, JavaScript, Web Services, Spring, Oracle, Linux, Tomcat, Multithreading, Servlets, Mobile Devices, Client Service Oriented, Unix Shell Scripting, Unix Operating Systems

Education
Harvard Extension School   1996 — 1997
Computer Science

Worcester Polytechnic Institute   1994 — 1995
Certificate in Unix System Administration and C Programming, Computer Science

Brown University   1988 — 1993
BA, History

Joe Grause Joe Grause Nantucket, Massachusetts Details
Joe Grause's Fidelity Investments Experience June 1976 - May 1993
Job Independent Trustee
Industry Investment Management
Experience
The Korea Fund, Inc.   November 2012 - Present
SEI Advisors' Inner Circle Funds   November 2011 - Present
Morningstar Investment Management  February 2010 - May 2011
Morningstar Associates Europe Ltd.   May 2007 - March 2010
Morningstar UK and Morningstar France   June 2005 - May 2007
AdvisorCentral   September 2001 - October 2002
American General Asset Management/Fund Distributors   November 2000 - May 2001
Cypress Holding Company   November 1995 - March 2000
First Data Corporation/The Shareholder Services Group   May 1993 - November 1995
Fidelity Investments   June 1976 - May 1993

Education
University of Pennsylvania - The Wharton School   1974 — 1976
MBA

Brown University   1970 — 1974
ScB

Lorenzo Moretti Lorenzo Moretti Greater Boston Area Details
Lorenzo Moretti's Fidelity Investments Experience July 2014 - Present
Job Strategy at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments   July 2014 - Present
The Brown Journal of World Affairs  August 2013 - May 2014
PFC Energy – recently acquired by IHS  June 2013 - August 2013
Xela Capital   February 2013 - May 2013
The Brown Journal of World Affairs  December 2012 - May 2013
Department of Italian Studies, Brown University   September 2011 - May 2013
Brown University  2011 - May 2013
Watson Institute for International Studies, Brown University  September 2012 - December 2012
Guizzetti & Associates  May 2012 - July 2012
Xela Capital   January 2012 - April 2012

Skills
Economics, Microsoft Excel, Editing, Customer Service, Teaching, Microsoft Office, Campus, Writing, Public Policy, Copy Editing, Analysis, Leadership, International Relations, Research, Public Speaking, Political Science, Fundraising, Data Analysis, Excel, PowerPoint, Business Process..., Strategy, Management Consulting, Finance, Political Risk Analysis, Market Analysis, Competitor Intelligence, Financial Services, Financial Modeling

Education
Brown University   2010 — 2014
A.B., Economics, Political Science, Magna Cum Laude and Honors in Political Science

Pearson College   2008 — 2010
International Baccalaureate, Economics, Philosophy, Literature, Physics, Mathematics, Italian

Liceo Classico Jacopo Stellini   2005 — 2008
High School, Classics

Katherine Mullaney Katherine Mullaney New York, New York Details
Katherine Mullaney's Fidelity Investments Experience June 2014 - August 2014
Job Ad Operations Coordinator at Innovid
Industry Marketing and Advertising
Experience
Innovid  August 2015 - Present
Brown University  September 2013 - May 2015
Fidelity Investments   June 2014 - August 2014
U.S. House of Representatives   June 2013 - August 2013
Masspro  July 2012 - August 2012

Skills
Proofreading, Critical Thinking, Online Research, Microsoft Office, Telephone Skills, Organization, French to English, Foreign Languages, Data Entry, Fax

Education
Brown University   2013 — 2015
Bachelor’s Degree, Classics

The University of Edinburgh   2012 — 2012
Classics

Wake Forest University   2011 — 2012

Brooks School   2007 — 2011

School Year Abroad France   2009 — 2010

Aaron Katz Aaron Katz Providence, Rhode Island Area Details
Aaron Katz's Fidelity Investments Experience June 2006 - February 2008
Job Data, Research, and Technology | Leveraging data to drive business results
Industry Market Research
Experience
Hasbro  March 2015 - Present
Vistaprint  December 2012 - March 2015
Schireson Associates  February 2012 - November 2012
Millward Brown Digital  July 2010 - February 2012
Millward Brown Digital  January 2009 - July 2010
Millward Brown Digital  February 2008 - January 2009
Fidelity Investments   June 2006 - February 2008
Forrester Research  June 2004 - June 2006
Intek Information Inc.   1998 - 1999
Bankers Trust  1992 - 1996

Skills
Questionnaire Design, Strategy, Market Research, Analysis, Data Analysis, Marketing Research, Analytics, Segmentation, Qualitative Research, Competitive Intelligence, Report Writing, Business Development, Business Intelligence, SPSS, Product Marketing, Quantitative Research, Customer Insight, Competitive Analysis, Business Strategy, Financial Services, SAS, Web Analytics, Databases, Online Advertising, Product Management, Research Design

Education
Brown University   1999 — 2004
M.A.

University of California, Santa Barbara   1989 — 1993
BA/MA

Zachary Drew Zachary Drew Greater New York City Area Details
Zachary Drew's Fidelity Investments Experience July 2007 - September 2009
Job Head of Business Development at mobile, tablet and watch app development consultancy Blue Label
Industry Internet
Experience
Blue Label Labs   June 2015 - Present
OffOps   November 2014 - April 2015
Pith Studio   April 2014 - April 2015
4iNNO, LLC  July 2014 - January 2015
Entrepreneur/Consultant   August 2013 - March 2014
Kneon Inc.   November 2012 - August 2013
thinaire  April 2012 - November 2012
LPL Financial  September 2009 - March 2012
Fidelity Investments   July 2007 - September 2009
Morgan Stanley  May 2005 - May 2007

Skills
Financial Modeling, Business Strategy, Strategic Planning, Investments, Business Development, Product Development, Project Management, Entrepreneurship, Competitive Analysis, Fundraising, Market Research, Start-ups, Strategy, Analysis, Business Planning

Education
Brown University   2003 — 2007
BA, International Relations and Economics, GPA of 3.96

Fryeburg Academy   1999 — 2003

Farzin Karim Farzin Karim Greater Boston Area Details
Farzin Karim's Fidelity Investments Experience August 2011 - April 2014
Job Innovation Integrator
Industry Financial Services
Experience
Fidelity Investments   August 2011 - April 2014
Fidelity Investments   February 2008 - July 2011
Fidelity Investments   January 2006 - January 2008
Fidelity Investments   February 2003 - January 2006
Fidelity Investments   February 2002 - January 2003
Fidelity Investments   September 2000 - January 2002
Fidelity Investments   December 1998 - August 2000

Education
Brown University
BA, Economics & Political Science

Connie Zheng Connie Zheng San Francisco, California Details
Connie Zheng's Fidelity Investments Experience June 2010 - February 2012
Job User Researcher at Lumos Labs (Lumosity)
Industry Marketing and Advertising
Experience
Lumos Labs (Lumosity)   October 2014 - Present
Beyond  February 2012 - September 2014
Fidelity Investments   June 2010 - February 2012
GetSolar.com   June 2007 - June 2010
JM Energy   2007 - June 2010

Skills
User Research, Research, Qualitative Research, Content Strategy, Information Design, Data Visualization, Digital Strategy, Consumer Insight, Market Research, Google Analytics, Adobe Creative Suite, Online Advertising, SEO, Radian6, SEO analysis

Education
Brown University   2006 — 2010
B.A., English (Nonfiction Writing), Economics

Diego Ciccia Diego Ciccia Central Falls, Rhode Island Details
Diego Ciccia's Fidelity Investments Experience July 2014 - Present
Job Brokerage Operations
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Veritude - at Fidelity Investments   July 2014 - February 2015
TD  July 2013 - June 2014
Brown University - Dining Services  November 2010 - October 2013
Brown Annual Fund  June 2013 - July 2013
Brown Socially Responsible Investment Fund   February 2012 - May 2013
Anthony Gemma for Congress   July 2012 - August 2012
Phi Kappa Psi Fraternity - RI Alpha   May 2011 - May 2012
Phi Kappa Psi Fraternity - RI Alpha   May 2011 - May 2012
Brown University - International Teaching Assistant Program   January 2011 - May 2012

Skills
Research, Stata, Microsoft Office, Microsoft Excel, Data Analysis, Spanish, PowerPoint, Financial Modeling, Statistics, Event Planning, Editing, Social Media, Microsoft Word, Fundraising, Public Speaking, Qualitative Research, Photoshop, Film

Education
Brown University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Piotr Gerstenkorn Piotr Gerstenkorn Dallas/Fort Worth Area Details
Piotr Gerstenkorn's Fidelity Investments Experience February 2012 - July 2012
Job Consumer Loan Underwriter II
Industry Financial Services
Experience
Wells Fargo Home Mortgage  July 2012 - Present
Fidelity Investments   February 2012 - July 2012
Fidelity Investments   April 2011 - January 2012
Fidelity Investments   May 2010 - April 2011
Ingersoll Rand Residential Systems   April 2009 - June 2010
Nationstar Mortgage  August 2007 - July 2008
AIG Royal Alliance Associates, Inc   January 2007 - May 2007

Skills
Financial Analysis, Investments, Finance, Sales, Banking, Microsoft Excel, Customer Service, Access, Marketing, PowerPoint, Microsoft Word, Financial Services, Asset Management, Strategic Financial..., Retirement Planning, Wealth Management, Risk Management, Credit, Credit Analysis, Budgets, Strategic Planning, Management

Education
The University of Texas at Dallas   2005 — 2007
B.S, Economics/Finance, 3.85

Brookhaven Community College   2002 — 2005
Associate, Marketing Certification, 4.00

Sean Newton Sean Newton Raleigh-Durham, North Carolina Area Details
Sean Newton's Fidelity Investments Experience June 2007 - July 2008
Job Chief of Police/director of Public Safety
Industry Law Enforcement
Experience
Vance-Granville Community College  September 2008 - Present
Fidelity Investments   June 2007 - July 2008
PowerHome Technologies   2008 - 2008
Piedmont Private Investigations   February 2007 - July 2007
Broome County Sheriffs Office   May 1993 - January 2007

Skills
Surveillance, Government, Policy Analysis, Hostage Negotiator, Physical Security, Access Control, Policy, Microsoft Excel, Microsoft Word, Enforcement, Security Operations, Private Investigations, Security Management, Criminal Justice, Emergency Management, Executive Protection, Criminal Investigations, Investigation, Leadership, Incident Command, Firearms, Fraud, First Responder, Patrol, Police, Counterterrorism, Personal Protection, Training, Alarm Systems, Background Checks, Evidence, Public Safety, Security Audits, Team Building, Security, Program Management, Protection, Tactics, Crisis Management, Supervisory Skills, Interrogation, Emergency Services, Homeland Security, Corporate Security, Security Training, Crime Prevention, Internal Investigations, Disaster Response, Workplace Violence, Risk Assessment

Education
Broome Community College   1989 — 1991
AAAS, Physical Therapist Assistant

Broome Community College   1986 — 1988
Associate of Arts, Liberal Arts

Daniel W. Majcher, Esq. Daniel W. Majcher, Esq. Providence, Rhode Island Area Details
Daniel W. Majcher, Esq.'s Fidelity Investments Experience June 1996 - August 1997
Job Assistant Director, Special Projects at Rhode Island Department of Administration
Industry Government Administration
Experience
Rhode Island Department of Administration  January 2011 - Present
Office of the Governor  March 2008 - January 2011
Rhode Island Department of Administration  September 2005 - March 2008
Charles Schwab  August 1997 - January 2003
Fidelity Investments   June 1996 - August 1997

Education
Roger Williams University School of Law   2001 — 2005
JD, Law

Brown University   1991 — 1996
BA, American History

Peter Sullivan Peter Sullivan Boston, Massachusetts Details
Peter Sullivan's Fidelity Investments Experience 1985 - 1994
Job Global Chief Talent Officer
Industry Management Consulting
Experience
L.E.K. Consulting   August 2015 - Present
Strategy&, part of the PwC network (formerly Booz & Company)   May 2013 - Present
Booz & Company  April 2009 - April 2013
McKinsey & Co.   2007 - 2009
Booz Allen Hamilton  1996 - 2006
Fidelity Investments   1985 - 1994

Skills
Business Transformation, Acquisition Integration, Organizational Design, Recruiting, Strategy, Management Consulting, Management, Program Management, Talent Management

Education
Northwestern University - Kellogg School of Management   1994 — 1996
MBA, Finance, Marketing

Brown University   1981 — 1985
Economics

Jeff Pelletier Jeff Pelletier Dallas/Fort Worth Area Details
Jeff Pelletier's Fidelity Investments Experience September 2011 - June 2015
Job Vice President, Product Management & Delivery at Data Base Products, Inc.
Industry Airlines/Aviation
Experience
Data Base Products, Inc.   July 2015 - Present
Fidelity Investments   September 2011 - June 2015
Think Finance  November 2010 - July 2011
Think Finance  August 2010 - July 2011
ThinkCash  August 2010 - July 2011
Sabre Airline Solutions  January 2009 - August 2010
MetroPCS  December 2007 - December 2008
AT&T Mobility (formerly Cingular Wireless)   August 2003 - December 2007
Cingular Wireless  August 2002 - August 2003
KPMG Consulting  September 1997 - August 2002

Skills
Data Conversion, Master Data Management, Master Data, Data Analysis, Databases, Data Warehousing, Data Mining, Database Management, Data Management, SQL, SQL Server, SQL Server 2005/2000, Business Intelligence, Microsoft SQL Server, Project Management, Mainframe, SAS programming, Offshore Resource..., Offshore Software..., Travel, Airports, Data, Client Maintenance, Change Management, Program Management, Vendor Management, Management, Software Development, ETL, Business Objects, Process Improvement, SDLC, Data Modeling, Quality Assurance, Testing, Business Process, Outsourcing, Data Quality, Requirements Gathering, Analytics, IT Strategy, Requirements Analysis, Leadership, Software Project..., Data Integration, Business Analysis, Database Design, Integration, SSIS, Business Intelligence...

Education
Brock University   1993 — 1997
Honors, Bachelor of Business Economics

Keilani Groszyk Keilani Groszyk Evanston, Illinois Details
Keilani Groszyk's Fidelity Investments Experience December 2014 - July 2015
Job MBA Candidate at Kellogg School of Management
Industry Financial Services
Experience
Fidelity Investments   December 2014 - July 2015
Fidelity Investments   June 2013 - December 2014
Fidelity Investments   July 2011 - June 2013

Skills
Financial Modeling, Management Consulting, Data Analysis, Business Analysis, Analytics, Strategy, Business Strategy, Market Research, Competitive Analysis, Financial Analysis

Education
Northwestern University - Kellogg School of Management   2015 — 2017
Master of Business Administration (MBA)

Brown University   2007 — 2011
Bachelor of Arts (BA), International Relations

Christine Perfetti Christine Perfetti Greater Boston Area Details
Christine Perfetti's Fidelity Investments Experience 1998 - 2000
Job Founding Principal, Perfetti Media
Industry Internet
Experience
Perfetti Media   July 2008 - Present
Perfetti Media   May 2015 - Present
Acquia  March 2013 - December 2014
Carbonite  January 2012 - March 2013
User Interface Engineering  October 2000 - July 2008
Fidelity Investments   1998 - 2000

Skills
User Experience, Product Management, User Research, Interaction Design, Usability, Usability Testing, User Interface Design, User Experience Design, User-centered Design, User Interface, Information Architecture, Product Strategy, Heuristic Evaluation, Agile Methodologies, User Scenarios, Human Computer..., Content Strategy, Paper Prototyping, Product Marketing, Persona, Contextual Inquiry, Social Media Marketing, Human Factors, Experience Design, Task Analysis, Business Development, Strategic Planning

Education
Brown University   1996 — 1998
M.S., Experimental Psychology

University of Rochester   1993 — 1996
Bachelor of Arts (B.A.), Psychology

Brandon Gough Brandon Gough Greater Los Angeles Area Details
Brandon Gough's Fidelity Investments Experience 1992 - 1994
Job President at PVE, LLC
Industry Retail
Experience
CAbi, Carol Anderson by invitation  June 2006 - Present
Juice It Up!  February 2003 - June 2006
Towers Watson  September 1994 - February 2003
Fidelity Investments   1992 - 1994

Skills
Brand Management, Market Development, Sales Management, Account Executives, Entrepreneur, C-Level, Franchising, Direct Sales, Entrepreneurship, Business Development, Sales, Retail, Product Development, Consulting, Marketing, Apparel, Start-ups, Management, Leadership, Marketing Strategy, Strategic Planning

Education
New York University - Leonard N. Stern School of Business   1999 — 2001
MBA, Management

Brown University   1988 — 1992
BA, Economics and French

The Lawrenceville School   1984 — 1988
High School, Graduated with honors

Colleen Bullis Colleen Bullis Afton, New York Details
Colleen Bullis's Fidelity Investments Experience March 2007 - February 2008
Job Administrative Assistant at Eastern Energy Solutions, Inc.
Industry Construction
Experience
Eastern Energy Solutions, Inc.   February 2008 - Present
Fidelity Investments   March 2007 - February 2008
V12 Group  January 2003 - March 2007
V12 Group  January 2003 - 2007
Verizon  January 2000 - 2003
Clothing Science, Inc.   1993 - 2000

Skills
Administrative, Human..., Payroll, Office Management, Process Scheduler, Office Administration, Administrative..., Travel Arrangements, Spreadsheets, Sales, Human Resources, Fax, Marketing, Expenses, Confidentiality, Data Entry

Education
Broome Community College   1986 — 1987

Margaret Pulvermann Margaret Pulvermann San Francisco, California Details
Margaret Pulvermann's Fidelity Investments Experience March 2008 - March 2010
Job Business Development and Strategic Partnerships
Industry Financial Services
Experience
Spacematez   February 2014 - January 2015
Citi  August 2012 - January 2014
Fidelity Investments   March 2008 - March 2010
Peace Corps  February 2005 - May 2007
Ashoka  September 2004 - December 2004

Skills
Leadership, Series 7, Mutual Funds, Equities, Financial Analysis, Community Development, Fixed Income, Capital Markets, Equity Research, Due Diligence, Bloomberg, Competitive Analysis, Derivatives, Hedge Funds, Analysis, Public Speaking, Private Equity, Fundraising, Marketing Strategy, Management, Financial Modeling, Business Strategy, Strategy, Data Analysis, Valuation, Project Management

Education
Brown University
B.A., Public Policy

Duke University - The Fuqua School of Business
MBA, Finance

Ellen T. Parsons Ellen T. Parsons San Francisco Bay Area Details
Ellen T. Parsons's Fidelity Investments Experience 1986 - 1995
Job Communications professional committed to serving youth
Industry Marketing and Advertising
Experience
LYCEE FRANCAIS DE SAN FRANCISCO  May 2015 - Present
Boys & Girls Clubs of San Francisco (BGCSF)   2003 - Present
Marin Promise Partnership for Education Equity & Excellence   May 2014 - July 2015
10,000 Degrees  December 2013 - January 2014
Boys & Girls Clubs of San Francisco  January 2005 - June 2005
Charles Schwab  2000 - 2002
Hewitt Associates  1997 - 2000
Fidelity Investments   1986 - 1995

Education
Northwestern University - Kellogg School of Management   1995 — 1997
Master of Business Administration (M.B.A.), Marketing and Organizational Behavior

HEC School of Management   1996 — 1997
M.B.A

Brown University   1981 — 1985
Bachelor of Arts (B.A.), American Civilization

Sebastian Giano Sebastian Giano Greater Los Angeles Area Details
Sebastian Giano's Fidelity Investments Experience 2004 - 2006
Job Internet Marketing & Digital Media Director at 15/40 Productions
Industry Management Consulting
Experience
15/40 Productions   October 2014 - Present
Earth Coco   May 2014 - Present
Lux Energetics LLC   January 2013 - Present
SJG   2007 - April 2013
Fidelity Investments   2004 - 2006

Skills
Social Media Marketing, Business Strategy, Analysis, Marketing, Finance, SEO, Mergers & Acquisitions, Product Development, Strategy, Start-ups, Investments, Entrepreneurship, Valuation, Portfolio Management, Private Equity, Venture Capital, Asset Management, Google Analytics, Strategic Financial..., Equities, Financial Analysis, Marketing Strategy, Social Media, Online Marketing, Analytics, Sales, Management

Education
Brock University   1998 — 2003
BBE honors, Financial Econ

McMaster University
BA, Business

Denese Milton Denese Milton Frisco, Texas Details
Denese Milton's Fidelity Investments Experience April 2013 - Present
Job Technical Writer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   April 2013 - Present
Fortune Church Management   November 2000 - Present
Trailblazer Health Services, LLC   July 2012 - December 2012
Rent-A-Center  September 2011 - December 2011
Bank of America  April 2007 - August 2011
Dayspring Bible Fellowship Church   November 2000 - May 2010
Bank of America  July 2006 - April 2007
Retalix via Office Team   May 2006 - July 2006
Time Warner  April 2006 - April 2006
Sprint Communications  January 1988 - August 2005

Skills
Access, Documentation, Outlook, Microsoft Office, Word, Process Improvement, Excel, Vendor Management, PowerPoint, Technical Documentation, Technical Writing, SharePoint, Knowledge Sharing, Live Meeting, Visio, Maximo, Peregrine, Livelink, Administration, Scheduling, Software Documentation, Microsoft Excel, Leadership, Process Scheduler, Microsoft Word, System Administration, Integration, Management, Time Management, Business Analysis, Customer Service, Analysis, Program Management, Call Centers, Quality Assurance, Risk Management, SDLC, Team Leadership, User Acceptance Testing, Disaster Recovery, Project Management, Change Management, Banking, Team Building, IT Management, Requirements Analysis, PMO, Project Portfolio..., Business Process..., IT Operations

Education
Potters House Church   2005 — 2005
HUD Grant Writing Certificate

Brookhaven Community College   2004 — 2005
Certificate of Non-Profit Management, Non-Profit Management

Mountain View Community College   1983 — 1985
Associates Degree, Computer Science

Jacqueline Boucher Jacqueline Boucher Providence, Rhode Island Area Details
Jacqueline Boucher's Fidelity Investments Experience June 2015 - Present
Job Director, Learning Lead Personal Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
AT&T  January 2014 - October 2014
HJ Heinz  January 2010 - November 2013
Sperian Protection  September 2009 - January 2010
HJHeinz  August 2009 - December 2009
Bank of America  February 2007 - February 2009
Hasbro, Inc.   April 2004 - February 2007
Hasbro  August 2001 - April 2004
Hasbro  June 1996 - August 2001
Hasbro, Inc.   1994 - June 1996

Skills
Talent Management, Performance Management, Employee Engagement, Organizational..., Succession Planning, Leadership Development, Change Management, Leadership, Training, Human Resources, Personnel Management, Coaching, Executive Coaching, Management, Onboarding, Organizational..., Program Management, Team Building, Business Development, Project Management, Outsourcing, Organizational Design, Career Development, Interviews, E-Learning, Team Leadership, Recruiting, Employee Relations, HRIS, Employer Branding, 360 Feedback, Management Development, Employee Benefits, HR Policies, Workshop Facilitation, Employee Training, Training Delivery, Instructional Design, Culture Change, Project Planning, Talent Acquisition, New Hire Orientations

Education
Bryant University   2015 — 2015
Certificate, Project Management

University of Rhode Island
Bachelor of Arts (BA), Humanities

Brown University   2002 — 2003
Certificate, Training Professional- BLC

Megan Lemmerman Megan Lemmerman Chicago, Illinois Details
Megan Lemmerman's Fidelity Investments Experience May 2010 - August 2010
Job Financial Analyst at Redbox
Industry Retail
Experience
Redbox  February 2015 - Present
Lincoln International  July 2012 - January 2015
Goldman Sachs  June 2011 - August 2011
Fidelity Investments   May 2010 - August 2010
Raytheon  December 2009 - January 2010

Skills
Due Diligence, Leadership, Valuation, Business Valuation, Financial Analysis, Mergers & Acquisitions, Finance

Education
Brown University   2008 — 2012
BS, Applied Mathematics and Economics

Algonquin Regional High School

Wally Taylor Wally Taylor Greater Boston Area Details
Wally Taylor's Fidelity Investments Experience September 2003 - March 2005
Job Senior Consultant at Revenue Solutions, Inc
Industry Information Technology and Services
Experience
Revenue Solutions, Inc.   November 2014 - Present
RT Computer Solutions, Inc.   July 1990 - October 2014
Ahold Information Services, Stop and Shop   March 2005 - June 2013
Fidelity Investments   September 2003 - March 2005
Ahold Information Services, Stop and Shop   March 1999 - August 2003
SunGard Shareholders Service Group, Newton Ma   December 1996 - March 1999
First Data Corporation  June 1994 - December 1996
OMIS/BSS, Commonwealth of Massachusetts   March 1990 - June 1994

Skills
DB2, Data Warehousing, COBOL, JCL, Oracle, Informatica, ETL Tools, ETL, SQL, Dimensional Modeling, Mainframe, Data Integration, Requirements Gathering, Data Conversion, SQL Tuning, OLAP, Software Project..., CICS, Production Support, Systems Analysis, Toad, Quality Center, Database Design, Data Warehouse..., IBM Mainframe, IT Strategy, Visio, PL/SQL, Enterprise Architecture, Business Analysis, Requirements Analysis, Oracle Applications, Data Migration, TSO, Business Intelligence, Business Process, Disaster Recovery, Business Objects, T-SQL, Software Development, Agile Methodologies, Databases, SSIS, SDLC, Access, Data Modeling, MS Project, VSAM, Solution Architecture, Integration

Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Elementary Education and Teaching, History

Brown University

Westborough High School

Charlie Maddock Charlie Maddock Greater New York City Area Details
Charlie Maddock's Fidelity Investments Experience January 2006 - January 2008
Job Director, Business Development at Shapeways
Industry Internet
Experience
Shapeways  October 2011 - Present
Charles Maddock Foundation (CMF)   August 2006 - Present
Identified.com (Acquired by Work Day)   2010 - 2011
Brown Brothers Harriman  May 2008 - August 2010
Fidelity Investments   January 2006 - January 2008
Fidelity Investments   January 2005 - January 2006

Skills
Entrepreneurship, Business Development, 3D Printing, Marketing, Strategic Planning, Leadership, Business Planning, Strategic Partnerships, Event Planning, Analysis, Start-ups, Management, Digital Strategy, Product Management, Fundraising, Public Speaking, Online Advertising, E-commerce, Business Strategy, Strategy, Venture Capital, Marketing Strategy

Education
Brown University   2000 — 2004
AB, History

UNSW Australia   2003 — 2003

Middlesex School   1997 — 2000

New York University - Leonard N. Stern School of Business
Stern School of Business at NYU

Brad Repinsky Brad Repinsky Greater New York City Area Details
Brad Repinsky's Fidelity Investments Experience April 2015 - Present
Job Fidelity
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Goldman Sachs  February 2007 - March 2015
The Ayco Company LLP   February 2005 - January 2007
Gindi and Barone, LLP   October 2004 - February 2005
Equal Employment Opportunity Commission  May 2003 - January 2004

Skills
Market Research, Estate Planning, Refinance, Financial Analysis, Insurance, Finance, Loans, Banking, Strategic Financial..., Portfolio Management, Financial Services, Wealth Management, Financial Planners, Series 7

Education
Brooklyn Law School   2001 — 2004
Juris Doctor

Penn State University   1997 — 2001
Bachelor of Science, Labor and Industrial Relations

THE FLORIDA STATE UNIVERSITY INTERNATIONAL   2000 — 2000
Study Abroad

Bar Admission: New York and New Jersey

Bill Coffey Bill Coffey Norwell, Massachusetts Details
Bill Coffey's Fidelity Investments Experience December 1999 - Present
Job Senior Vice President & Deputy General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 1999 - Present
Mintz Levin  September 1996 - December 1999

Education
Brown University

Ed DeMaio, PMP Ed DeMaio, PMP Greater New York City Area Details
Ed DeMaio, PMP's Fidelity Investments Experience July 2011 - October 2011
Job Project Manager/ Program Analyst at Wyle
Industry Financial Services
Experience
Wyle  October 2013 - Present
Modus Operandi  2012 - 2012
Fidelity Investments   July 2011 - October 2011
Barclays Capital  May 2010 - August 2010
Depository Trust and Clearing Corporation (DTCC) Shared Services   November 1997 - August 2008
Bankers Trust  November 1996 - September 1997
Bank of New York Mellon  August 1990 - November 1996

Skills
SDLC, PMP, Project Management, Analysis, Oracle, Testing, PMO, Access, Project Planning, Leadership, SQL, Microsoft SQL Server, Business Analysis, Business Process...

Education
Brookdale Community College   2009 — 2009
PMP, Project Management

State University of New York College at Brockport
Bachelor of Science, Business Administration and Computer Science

Bill Perry Bill Perry Greater Boston Area Details
Bill Perry's Fidelity Investments Experience 1994 - 1997
Job CEO at Standard Life Investments USA
Industry Financial Services
Experience
Standard Life Investments USA   June 2008 - Present
Putnam Investments  September 1997 - December 2002
Fidelity Investments   1994 - 1997
Ashland Management   1992 - 1994

Skills
Equities, Investments, Asset Managment, Capital Markets, Trading, Investment Management, Securities, Bonds, Fixed Income, Portfolio Management, Equity Trading, Trading Systems, Financial Markets, Bloomberg, Asset Management, Investment Advisory, Alternative Investments, Risk Management, Equity Research, Trading Strategies, Series 63, Hedge Funds, Series 7, Private Equity, Financial Services, Investment Banking, Electronic Trading, Strategic Financial..., ETFs, Options

Education
Brown University   1983 — 1988
Bachelor's degree, Organizational Behavior and Management

Brown University   1983 — 1988
Bachelor's degree, Organizational Behavior Studies

Greg Gordon Greg Gordon Greater Boston Area Details
Greg Gordon's Fidelity Investments Experience 2013 - 2014
Job Chief Marketing Officer | General Manager | Services Marketing
Industry Marketing and Advertising
Experience
Philips  2014 - Present
Fidelity Investments   2013 - 2014
Liberty Mutual Insurance  2006 - 2012
Capital One  2002 - 2006
Sprint  1994 - 2002
Vie de France  1991 - 1993

Skills
Marketing Strategy, Segmentation, Direct Marketing, Integrated Marketing, Digital Marketing, Leadership, Marketing Analytics, Product Development, Customer Experience..., Customer Insight, Marketing Research, Marketing, B2B, Product Marketing, Marketing Management, Analytics

Education
Duke University - The Fuqua School of Business   1993 — 1995
MBA

Brown University   1986 — 1990
BA

Colby Lubman Colby Lubman New York, New York Details
Colby Lubman's Fidelity Investments Experience June 2012 - August 2012
Job FX Sales Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  July 2014 - Present
Rhode Island Treasury   October 2013 - December 2013
Morgan Stanley  June 2013 - August 2013
Fidelity Investments   June 2012 - August 2012

Skills
Market Research, Portfolio Management, FX Options

Education
Brown University   2010 — 2014
Business, Entrepreneurship, and Organizations: Business Economics

Henrik Jones Henrik Jones San Francisco Bay Area Details
Henrik Jones's Fidelity Investments Experience 1990 - 1990
Job General Partner at Buckhill Capital
Industry Investment Management
Experience
Buckhill Capital LP   February 2009 - Present
Hall Capital Partners LLC  2001 - 2009
B. Brooks Fine Flowers   1996 - 2001
Answers.com  1996 - 1996
InterMedia Partners  1991 - 1995
Fidelity Investments   1990 - 1990
JP Morgan & Co  1984 - 1989

Skills
Investments, Private Equity, Portfolio Management, Investment Management, Capital, Venture Capital, Alternative Investments, Hedge Funds, Asset Management, Valuation, Emerging Markets, Corporate Finance, Mutual Funds, Corporate Development, Investment Banking, Asset Allocation, Equities, Financial Advisory, Fund Of Funds, Private Placements, Investor Relations, Energy, Real Estate, Investment Strategies, Due Diligence

Education
Harvard Business School   1989 — 1991
MBA

Brown University   1980 — 1983
BA

Peter Bergman Peter Bergman Greater New York City Area Details
Peter Bergman's Fidelity Investments Experience July 2006 - July 2010
Job Vice President, Investments Business Management – Managed Solutions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
JPMorgan Chase  February 2014 - July 2015
JPMorgan Chase  April 2013 - February 2014
JPMorgan Chase  August 2012 - September 2013
JPMorgan Chase  June 2011 - August 2011
Fidelity Investments   July 2006 - July 2010
Centurion Investment Group  December 2005 - January 2006
Goldman Sachs  May 2005 - August 2005
JP Morgan Chase  June 2004 - September 2004

Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Hedge Funds, Strategy, Leadership, Corporate Finance, Management, Business Development, Asset Management, Finance, Project Management, Strategic Planning, Equity Research, Trading

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
MBA

Brown University   2002 — 2006
Bachelor of Science

Tuck School of Business at Dartmouth   2006 — 2006
Business Bridge Program

University of Oxford   2004 — 2005
Visiting Scholar

John Jay High School   1998 — 2002

Tara Noonan Amaral Tara Noonan Amaral Boston, Massachusetts Details
Tara Noonan Amaral's Fidelity Investments Experience March 2014 - Present
Job
Industry Staffing and Recruiting
Experience
Fidelity Investments   March 2014 - Present
New York Life Insurance Company  March 2013 - January 2014
ADP  January 2009 - March 2013
Hewitt Associates  November 2005 - January 2009
JP Morgan Chase  1986 - May 2005
JPMorgan Chase  1986 - 2005
JPMorganChase  1985 - 2005
Chase  1985 - 1995

Skills
Talent Acquisition, Talent Management, Workforce Planning, Onboarding, Recruiting, Change Management, Human Resources, Strategy, CRM, Management, Applicant Tracking..., HRIS, Outsourcing, Cross-functional Team..., Vendor Management, Employee Relations, Leadership, Performance Management, Consulting, Employee Engagement, Diversity, Executive Search, Temporary Placement

Education
Brown University   1980 — 1984
BA, Organizational Behavior

Westhampton Beach High School   1976 — 1980

Glen Kaufman Glen Kaufman Greater Boston Area Details
Glen Kaufman's Fidelity Investments Experience November 2012 - March 2013
Job Sr. Manager Quality Engineering, VPLEX at EMC
Industry Computer Software
Experience
EMC  May 2013 - Present
Fidelity Investments   November 2012 - March 2013
HP Software (Group formerly startup company AppIQ, acquired by HP)   October 2008 - October 2012
Startup Companies  January 2007 - September 2008
Symantec  July 2005 - January 2007
VERITAS Software / Seagate Software   1995 - 2005
Seagate Software  1995 - 1999
Seagate Software  1995 - 1999
IBM / Other Software Companies   1981 - 1995

Skills
Software Development, Product Management, Agile Methodologies, PMP, Scrum, Requirements Analysis, Cross-functional Team..., Integration, Program Management, Software Quality..., Quality Assurance, Testing, Enterprise Software, Software Engineering, Cloud Computing

Education
Brown University   1973 — 1977
Bachelor of Science, Computer Science

William Gardner William Gardner Greater New York City Area Details
William Gardner's Fidelity Investments Experience 1994 - 1997
Job Founder / CEO C*NECT LLC
Industry Financial Services
Experience
CNECT, LLC   December 2011 - Present
Nomura  June 2010 - December 2011
AllianceBernstein  April 2006 - July 2010
Merrill Lynch  July 1997 - April 2006
Fidelity Investments   1994 - 1997

Skills
Data Warehousing, Product Control, Business Intelligence, Supply Chain Management, General Ledger, Financial Control, Web Development, Software Project..., Department Management, Relational Databases, Budget Management, Financial Systems, Strategic Financial..., Informatica, ETL, Financial Services, Budgets, Sourcing, Capital Markets, Wealth Management, Team Leadership, Technological Innovation, Business Process..., Strategic Planning, Six Sigma, CMM, Analysis, Financial Audits, Risk Management, SDLC, Management, Trading Systems, Databases, Program Management, Management Consulting, Derivatives, Project Management, Business Analysis, Equities, Strategy, Finance, Leadership, Enterprise Software, Vendor Management, Analytics, IT Strategy

Education
Brown University   1988 — 1992
B.A., Economics, Engineering

Juan Jose Huezo Juan Jose Huezo San Francisco Bay Area Details
Juan Jose Huezo's Fidelity Investments Experience February 2008 - August 2008
Job
Industry Financial Services
Experience
Oportun, Inc.   May 2014 - Present
Boom Financial, Inc.   October 2012 - May 2014
Xoom Corporation  August 2011 - September 2012
Xoom Corporation  September 2008 - August 2011
Fidelity Investments   February 2008 - August 2008
UniTeller - Banorte  December 2007 - February 2008
UniTeller - Banorte  July 2005 - November 2007
Watson Institute for International Studies (Brown University)   September 2004 - May 2005
Chase Manhattan Corporation  July 2000 - August 2000

Skills
Integration, Process Improvement, Payments, Financial Services, Leadership, Business Analysis, Business Development, Payment Systems, Banking, Management, Remittances, Strategy, Analysis, Money Transfers, Root Cause Analysis, Vendor Management, Start-ups, Escalation Resolution, Partner Management, International, Operations Management, Analytics, Project Management, Payment Card Processing, Credit Cards, Diplomacy, Product Management

Education
Brown University   2001 — 2005
Bachelor’s Degree

Indiana University - Kelley School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

Thunderbird School of Global Management   2011 — 2013
Master of Global Management

Dan Rukamp Dan Rukamp Raleigh-Durham, North Carolina Area Details
Dan Rukamp's Fidelity Investments Experience September 2010 - Present
Job WPS Site Vice President, Workplace Participant Services at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   September 2010 - Present
Fidelity Investments   January 2006 - August 2010
Fidelity Investments   January 2003 - December 2005
Fidelity Investments   2002 - 2004
Fidelity Investments   1999 - 2002
Fidelity Investments   1996 - 1999
PwC  1994 - 1996
Towers Perrin  1992 - 1994
Prudential  1990 - 1991
US Army  1989 - 1990

Education
Brown University   1985 — 1989
Bachelor of Arts (BA), Organizational Behavior & Management

Juan Carlos Zavala Juan Carlos Zavala Greater Boston Area Details
Juan Carlos Zavala's Fidelity Investments Experience 2006 - Present
Job Director, Brokerage Advisory Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2006 - Present

Education
D'Amore-McKim School of Business at Northeastern University   2000 — 2003
MBA

Brown University   1988 — 1990
MA

University of Cincinnati   1982 — 1986
BA, Economics

Walnut Hills

Johanna Holland Philbrick Johanna Holland Philbrick Denver, Colorado Details
Johanna Holland Philbrick's Fidelity Investments Experience May 1996 - May 1998
Job Consultant
Industry Information Technology and Services
Experience
Holland Philbrick Enterprises, LLC   March 2007 - Present
Mercy Housing  July 2005 - March 2007
Mercy Housing  July 2004 - March 2007
Mercy Housing  August 2004 - June 2005
First Data Corporation  June 2003 - July 2004
First Data Corporation  June 2000 - July 2004
Enterprise Systems  January 2002 - June 2003
First Data Corporation  July 2000 - June 2002
Accenture / Andersen Consulting  May 1998 - July 2000
Fidelity Investments   May 1996 - May 1998

Skills
SDLC, Integration, Business Process, Process Improvement, Project Management, Strategy, Cross-functional Team..., Business Analysis, Management, Leadership, Program Management, Enterprise Software, PMP, Consulting, Vendor Management, Change Management, Information Technology

Education
Brown University   1991 — 1995

John Sparks John Sparks Greater Boston Area Details
John Sparks's Fidelity Investments Experience 2011 - 2012
Job Professional Writer and Editor
Industry Writing and Editing
Experience
BNY Mellon Investment Management  July 2013 - Present
Fidelity Investments   2011 - 2012
Eurasia Group  2010 - 2011
Associated Press  March 2009 - September 2010
Newsweek  September 2008 - March 2009
Newsweek  January 2002 - September 2008
Random House, Inc.   1997 - 2001

Skills
Journalism, Editing, Copy Editing, Writing, Information Graphics, Thought Leadership, Financial Markets, Data Visualization, Economics, Foreign Relations, Policy Analysis, Public Policy, Publishing, History, Visual Storytelling, International Relations, Content Strategy, Publications, Feature Articles, Editorial

Education
Columbia University - Graduate School of Journalism   2001 — 2003

Brooklyn Law School   2001 — 2005
JD

University of Michigan
BA, political science

Yardena Montague-Rand Yardena Montague-Rand Providence, Rhode Island Area Details
Yardena Montague-Rand's Fidelity Investments Experience August 2007 - Present
Job Director, Consumer Insights at Fidelity Investments
Industry Market Research
Experience
Fidelity Investments   August 2007 - Present
Yardena Rand   August 2005 - Present
Sage Research   December 1998 - February 2004
Research Communications   June 1996 - December 1998

Skills
Strategic Insights, Customer Experience..., Design Thinking, Innovation Consulting, Cross-functional Team..., Storytelling, Workshop Facilitation, Customer Insight, Consumer Trends, Immersion Excursions, Market Research, Qualitative Research, Ethnography, Quantitative Research, Segmentation, Analytics, Competitive Intelligence, Financial Services, Focus Groups, Focus group facilitation, Online Focus Groups

Education
Brown University
Ph.D., American Cultural History

Brown University
Master of Arts (M.A.), American Cultural History

University of Southern California
Bachelor of Arts (B.A.), English and History

Sanaa Rahman Sanaa Rahman New York, New York Details
Sanaa Rahman's Fidelity Investments Experience May 2008 - October 2010
Job Associate at GSO Capital Partners, Blackstone Group
Industry Financial Services
Experience
GSO Capital Partners, Blackstone Group   October 2011 - Present
MidOcean Partners  October 2010 - October 2011
Fidelity Investments   May 2008 - October 2010
Mercatus Partners LLC   June 2007 - August 2007
New Sector Alliance  May 2006 - August 2006

Skills
Due Diligence, Hedge Funds, Financial Modeling, Financial Analysis, Management Consulting, Entrepreneurship, Business Strategy, Market Research, Competitive Analysis

Education
Brown University   2004 — 2008
Bachelor of Arts (B.A.), Economics

International School Manila   2000 — 2004
International Baccalaureate

Libby Koponen Libby Koponen Greater New York City Area Details
Libby Koponen's Fidelity Investments Experience August 1993 - July 2001
Job Author, freelance editor
Industry Publishing
Experience
self-employed  August 2001 - Present
Rhode Island School of Design  2002 - 2003
Fidelity Investments   August 1993 - July 2001

Skills
Editing, Writing, Content Development, Creative Writing, Editorial, Publishing, Blogging, Books, Published Author, Copy Editing, Publications, Non-fiction, Literature, Proofreading

Education
Brown University

Kent School

Sibton Park

Bill Pijewski Bill Pijewski San Francisco Bay Area Details
Bill Pijewski's Fidelity Investments Experience June 2005 - August 2005
Job Software Engineer at Oracle
Industry Computer Software
Experience
Oracle  April 2015 - Present
AppDynamics  August 2013 - April 2015
Joyent  November 2010 - August 2013
Oracle Corporation  February 2010 - October 2010
Sun Microsystems  July 2007 - February 2010
Network Appliance  June 2006 - August 2006
Fidelity Investments   June 2005 - August 2005

Skills
Python, Distributed Systems, Solaris, C, JavaScript, Cloud Computing, Scalability, Java, Integration, iSCSI, Perl, Storage

Education
Brown University   2003 — 2007
Bachelor of Science (B.S.), Computer Science

Milton Academy   1999 — 2003

Jackson Loomis Jackson Loomis Greater Boston Area Details
Jackson Loomis's Fidelity Investments Experience 1998 - 2007
Job Portfolio Manager, Quantitative Analyst
Industry Research
Experience
Acadian Asset Management  March 2007 - January 2014
Fidelity Investments   1998 - 2007

Skills
Bloomberg, Equities, Asset Allocation, Portfolio Management, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Management, Quantitative Finance

Education
Brown University   1990 — 1997
Ph.D., Physics

Lisa Gentili Lisa Gentili Miami/Fort Lauderdale Area Details
Lisa Gentili's Fidelity Investments Experience Financial Project ManagerFranklin Templeton InvestmentsOctober 1999 - April 2004
Job Director of Channel Development at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   Financial Project ManagerFranklin Templeton InvestmentsOctober 1999 - April 2004
Blue Cross & Blue Shield of RI  1997 - 1999

Skills
Mutual Funds, Series 63, Relationship Management, 401k, Series 7, Asset Management, Retirement Planning, Fixed Annuities, Asset Allocation, Financial Services, Investments, Retirement, Alternative Investments, Securities, Investment Advisory, Series 6, Investment Strategies, Wealth Management, Series 24

Education
Brown University   1993 — 1997

Drew Brownsword Drew Brownsword Greater Boston Area Details
Drew Brownsword's Fidelity Investments Experience May 2013 - Present
Job Senior Vice President, Brokerage Relationships at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2013 - Present
Fidelity Investments   February 2010 - May 2013
Fidelity Investments   April 2007 - February 2010
Fidelity Investments   April 2004 - April 2007
Fidelity Investments   May 2003 - April 2004
Oliver Wyman  August 1996 - February 1998

Skills
Series 7, Segmentation, Strategic Planning, Sales Management, Marketing Strategy, Series 9/10, Referrals

Education
UNC Kenan-Flagler Business School   1994 — 1996
Master of Business Administration (M.B.A.), Marketing and Finance

Brown University   1986 — 1990
Bachelor of Arts (B.A.), American History (United States)

Connie Wright Connie Wright Greater Boston Area Details
Connie Wright's Fidelity Investments Experience May 2008 - February 2010
Job Senior Release and Problem Manager at Scholastic
Industry Information Technology and Services
Experience
Scholastic  May 2012 - Present
Bank of America Merrill Lynch  June 2010 - May 2012
Fidelity Investments   May 2008 - February 2010
Fidelity Investments   May 2006 - April 2008
Putnam Investments  1995 - 2003

Education
Brown University
ScB, Mathematics

GinaMarie Iamarino GinaMarie Iamarino Greater Boston Area Details
GinaMarie Iamarino's Fidelity Investments Experience March 1998 - January 2008
Job Airport Customer Service at Delta Air Lines
Industry Information Technology and Services
Experience
Delta Air Lines  September 2010 - Present
Nascar - Daytona - International   June 2011 - June 2011
CardVio Cards   January 2008 - October 2010
Fidelity Investments   March 1998 - January 2008
Fidelity Investments   January 1998 - January 2008
Fidelity Investments   1998 - 2008
John Hancock  January 1997 - January 1998
John Hancock  January 1997 - January 1998
Manulife Financial, ILS   January 1996 - January 1997
Pebra Inc   January 1995 - January 1996

Education
Brock University
Computer Science

Niagara College
Certificate, Computer Processing Information Management Systems

William George Associates
Certificate; Bachelor, Advanced Project Management; Computer Science

Susan Robertson Susan Robertson Greater Boston Area Details
Susan Robertson's Fidelity Investments Experience 2002 - 2008
Job
Industry Financial Services
Experience
Citizens Bank  2013 - Present
RBS Citizens  July 2011 - Present
RBS Citizens  2009 - Present
Fidelity Investments   2002 - 2008
XMP Inc.   1999 - 2002
Bitstream  1996 - 1999
Archetype Inc.  1987 - 1996
Camex   1984 - 1987

Skills
Strategy, Cross-functional Team..., IT Strategy, Start-ups, Change Management, Mergers & Acquisitions, Business Intelligence, Business Strategy, Leadership, Management, Business Transformation, Business Process, Enterprise Architecture, Entrepreneurship, Team Building, Project Planning, Budgets, Financial Risk, Team Management, Investments, Enterprise Risk..., Large Scale Business..., Risk Management, Operational Excellence, Portfolio Management, Product Management, Vendor Management, Banking, Consulting, Executive Management, Operational Risk, Business Analysis, Business Process..., Financial Services, Technology Management, Governance, Business Process..., Operational Risk..., Project Portfolio..., Corporate Governance, Basel II, PMO, Risk Assessment, Process Improvement

Education
Brown University
ScB

Kirsten Finley Kirsten Finley Daytona Beach, Florida Area Details
Kirsten Finley's Fidelity Investments Experience April 2012 - Present
Job at Ava Anderson Non Toxic and Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Ava Anderson Non-Toxic  April 2013 - Present
Fidelity Investments   April 2012 - Present
Fidelity Investments   November 1999 - March 2012
Cincinnati Bar Association  August 1994 - October 1999

Skills
Process Improvement, Program Management, Project Management, Call Center, Strategic Planning, Relationship Management, Team Building, Coaching, Business Analysis, 401k, Leadership, Vendor Management, Risk Management, Business Process..., Employee Benefits

Education
Western Kentucky University   1990 — 1994
Bachelor of General Studies, Business Administration, Management and Operations

Broward Community College   1989 — 1989
Transferred to Miami Dade CC, Business

Miami Dade College   1989 — 1989
Transferred to Western Kentucky University, Graphic Arts / Design

Shane Bertrand Shane Bertrand Greater Boston Area Details
Shane Bertrand's Fidelity Investments Experience
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Research, Mutual Funds, Business Analysis, Process Improvement, SDLC, Outlook, Middle Office, Risk Management, Financial Services, Portfolio Management, Investments, Data Analysis, Relationship Management, Vendor Management, Strategic Planning, Microsoft Excel, Bloomberg, Equities, Financial Analysis, Asset Management, Securities, Derivatives, Fixed Income, Asset Allocation

Education
Brown University   1990 — 1994

Joe Margiotta Joe Margiotta Raleigh-Durham, North Carolina Area Details
Joe Margiotta's Fidelity Investments Experience October 2007 - December 2007
Job Systems Administrator at Fonville Morisey Realty
Industry Information Technology and Services
Experience
Fonville Morisey Realty  January 2011 - Present
Fonville Morisey Realty  February 2008 - January 2011
Fidelity Investments   October 2007 - December 2007
Schoor DePalma  2001 - 2005

Skills
Active Directory, Windows Server, Microsoft Exchange, Servers, DNS, Group Policy, Hyper-V, Antivirus, HP, Dell PowerEdge Servers, Windows, Blackberry, Laptops, Networking, Security, Printers, VoIP, Management, Account Management, Enterprise Vault, Print Servers, XP, Hardware, Windows 7, Technical Support, System Administration, Windows XP

Education
CHUBB Institute   2000 — 2004
Web Development

Brookdale Community College   1996 — 2000
Associates in Arts

Christian Brothers Academy   1990 — 1994

Krista Ryan Krista Ryan Greater Boston Area Details
Krista Ryan's Fidelity Investments Experience February 2011 - Present
Job Senior Legal Counsel Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2011 - Present
Fidelity Investments   2007 - 2011
Fidelity Investments   2002 - 2007
Fidelity Investments   1997 - 2002

Skills
Investment Advisory, Asset Managment, Alternative Investments, Hedge Funds, Investments, Corporate Governance, Pensions, Equities, Broker-Dealer

Education
Brooklyn Law School
J.D.

University of Massachusetts, Amherst
B.A., Political Science and Japanese Language

Ben Rogers, CCP, GRP Ben Rogers, CCP, GRP Boston, Massachusetts Details
Ben Rogers, CCP, GRP's Fidelity Investments Experience November 2007 - March 2010
Job Sr. Compensation Consultant at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A.   November 2014 - Present
CDM Smith  August 2011 - October 2014
Thermo Fisher Scientific  March 2010 - August 2011
Fidelity Investments   November 2007 - March 2010
Fidelity Investments   April 2005 - October 2007

Skills
Deferred Compensation, HRIS, Performance Management, Succession Planning, Employee Benefits, Talent Management, Workforce Planning, Employee Relations, Onboarding, Organizational Design, Human Resources, Personnel Management, Talent Acquisition, Employee Engagement, Incentive Programs, Benefits Administration, Executive Pay, Organizational..., HR Policies, Applicant Tracking..., HR Consulting, Compensation Structures, Compensation & Benefit, Salary

Education
Brunel University London   1993 — 1998
BEng, Engineering

International Secondary School Eindhoven   1990 — 1993
International Baccalaureate

Scott Bramble Scott Bramble Portland, Oregon Area Details
Scott Bramble's Fidelity Investments Experience May 2004 - June 2005
Job North America Licensed Sales Director at Nike
Industry Sports
Experience
Nike  April 2014 - Present
Nike  April 2013 - April 2014
Nike  April 2012 - April 2013
Nike  January 2010 - April 2012
BGSA Capital   August 2008 - January 2010
Cowen and Company  July 2005 - July 2008
Fidelity Investments   May 2004 - June 2005

Skills
Mergers, Equities, Business Strategy, Management Consulting, Financial Modeling, Valuation, Corporate Development, Strategic Planning, Financial Analysis, Due Diligence, Private Equity, Industry Analysis, Competitive Analysis, Investment Banking, Strategy Development, Venture Capital, Corporate Finance, Emerging Markets, Business Valuation, Excel, Negotiation, PowerPoint, Word, Finance, Investments, Mergers & Acquisitions, Strategy

Education
Brown University   2003 — 2005
Bachelor of Arts, Business Economics

United States Military Academy at West Point   2001 — 2003
Economics

Kit Stinson Kit Stinson Greater New York City Area Details
Kit Stinson's Fidelity Investments Experience 1998 - 2000
Job Corporate Communications
Industry Management Consulting
Experience
Avaya Inc.  March 2000 - November 2013
Avaya Inc.  May 2000 - January 2011
LRN Corporation  September 2009 - October 2009
Fidelity Investments   1998 - 2000
AT&T  January 1982 - June 1998

Skills
Change Management, Communication Training, Go-to-market Strategy, Internal Communications, Leadership, Management, Messaging, Public Relations, Speech Writing, Strategic Communications, Thought Leadership

Education
Brown University   1968 — 1971
BA English. BA French, English, French

Laurie Vance Laurie Vance Greater Boston Area Details
Laurie Vance's Fidelity Investments Experience ConsultantMercer Human Resource ConsultingJune 1988 - May 1994
Job SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   ConsultantMercer Human Resource ConsultingJune 1988 - May 1994

Education
Brown University   1984 — 1988
BA, Math, Economics

Andover

Kristin Padden Kristin Padden Greater New York City Area Details
Kristin Padden's Fidelity Investments Experience September 2005 - September 2006
Job Attorney at Douglas and London
Industry Law Practice
Experience
Douglas and London   September 2008 - Present
Mayor's Office of Labor Relations   September 2007 - May 2008
Fidelity Investments   September 2005 - September 2006
Motley Rice LLC  September 2004 - April 2006

Skills
Litigation, Legal Research, Legal Writing, Personal Injury, Civil Litigation, Courts, Mediation, Medical Malpractice, Westlaw

Education
Brooklyn Law School   2005 — 2008
JD, Law

Northeastern University   2000 — 2003
BA, History & Philosophy

Rockford Reimer Rockford Reimer Merrimack, New Hampshire Details
Rockford Reimer's Fidelity Investments Experience May 2010 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   May 2010 - Present
Fidelity Investments   September 2007 - November 2008
Keane  July 1996 - August 2007
ISM-BC  November 1992 - June 1996
Edge Training and Consulting   February 1991 - October 1992
Overwaitea Food Group  July 1987 - January 1991
Canadian Northern Shield Insurance   September 1986 - July 1987
DMR & Associates   October 1984 - December 1985

Education
British Columbia Institute of Technology   1982 — 1984
Diploma of Technology, Computer Systems

Jonathan Rounds Jonathan Rounds Greater Boston Area Details
Jonathan Rounds's Fidelity Investments Experience April 1993 - February 2002
Job Chief Operating Officer at Cloud Technology Partners
Industry Information Technology and Services
Experience
Cloud Technology Partners  September 2010 - Present
Health Dialog  2006 - 2009
RISC Ventures   2003 - 2006
Fidelity Investments   April 1993 - February 2002
Chemical Bank  1986 - 1992
Boston Consulting Group  1980 - 1985
Citibank  1974 - 1978

Skills
Product Management, Software Development, SaaS, Process Improvement, Cloud Computing, Start-ups, IT Strategy, Enterprise Architecture, Strategy, Vendor Management, Strategic Planning, Management, Software Project..., SDLC, Program Management, Cross-functional Team..., Leadership, Business Intelligence, Professional Services, Management Consulting

Education
Stanford University Graduate School of Business   1978 — 1980
MBA

Brown University   1970 — 1974
AB, English and American Literature

Elliott Dobin Elliott Dobin Greater Boston Area Details
Elliott Dobin's Fidelity Investments Experience August 2003 - February 2005
Job Legal/Compliance:Financial Services
Industry Law Practice
Experience
Pioneer Investments  July 2010 - Present
Foreside Financial Group, LLC  August 2007 - October 2008
BISYS  February 2005 - July 2007
Fidelity Investments   August 2003 - February 2005
Davidson Manchel & Brennan   April 2002 - May 2003
Fidelity Investments   June 1997 - November 2001
US Securities and Exchange Commission  January 1988 - June 1997
Shereff Friedman Hoffman & Goodman   April 1986 - December 1987
Schulte Roth & Zabel LLP  October 1983 - April 1986

Skills
Mutual Funds, Compliance, FINRA, SEC reporting, Contract Negotiation, SEC, Securities, Litigation, SEC filings, Legal Writing, Investments, Securities Regulation, Financial Risk, Financial Services, Due Diligence, Broker-Dealer, Finance, Policy, AML, Corporate Law, Corporate Governance, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Capital Markets

Education
Brooklyn Law School   1980 — 1983
Juris Doctor, Law

Vassar College   1974 — 1978
B.A., Urban Studies

Sanaa Rahman Sanaa Rahman Greater Boston Area Details
Sanaa Rahman's Fidelity Investments Experience Summer AssociateMercatus PartnersJune 2007 - August 2007
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Summer AssociateMercatus PartnersJune 2007 - August 2007

Education
Brown University   2004 — 2008
BA, Economics, International Relations

Jeff Feingold Jeff Feingold Greater Boston Area Details
Jeff Feingold's Fidelity Investments Experience 1997 - Present
Job Investment Managememt & Non Profit Founder
Industry Investment Management
Experience
Fidelity Investments   1997 - Present

Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Microsoft Office, Mutual Funds, Bloomberg, Wealth Management, Portfolio Management, Finance

Education
Harvard Business School

Brown University

Ren Cheng Ren Cheng United States Details
Ren Cheng's Fidelity Investments Experience April 1994 - Present
Job Senior Research Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   April 1994 - Present
Fidelity Investments   2009 - 2009

Education
Brown University   1981 — 1985
PH.D Candidate, Economics

Michael Birchard Michael Birchard Raleigh-Durham, North Carolina Area Details
Michael Birchard's Fidelity Investments Experience 2002 - 2009
Job Client Relationship/Project Manager
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   2002 - 2009
IBM  1999 - 2002
IBM  1997 - 1999
IBM  1995 - 1997

Education
The George Washington University   1998 — 1998
Certificate, Project Management

Broome Community College   1978 — 1980
Business

Union Endicott   1974 — 1978

Garfield Davidson Garfield Davidson Providence, Rhode Island Area Details
Garfield Davidson's Fidelity Investments Experience October 2004 - October 2008
Job Financial Services Representative at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an Office of MetLife  December 2010 - Present
New York Life Insurance Company  September 2009 - December 2010
Fidelity Investments   October 2004 - October 2008
Radio One  2000 - 2006

Skills
Investments, Mutual Funds, Retirement, Financial Services, Finance, Public Speaking, 401k, Series 63, Retirement Planning, Management, Small Business, Asset Allocation, Series 6, Fixed Annuities, Insurance, Health Insurance, Employee Benefits, Life Insurance, CRM, IRAs

Education
Brown University   1996 — 2000
BA, Human Biology (Health & Disease)

Packer Collegiate Institute   1992 — 1996

Barbara Goguen Barbara Goguen Greater Boston Area Details
Barbara Goguen's Fidelity Investments Experience 1986 - 1989
Job Director, IS&T Customer Support at MIT
Industry Higher Education
Experience
MIT  2009 - July 2015
MIT  1989 - 2009
Fidelity Investments   1986 - 1989
Berklee College of Music  1985 - 1987

Skills
Higher Education, Social Media, Project Management, Technical Leadership, Customer Service..., IT Service Management, Technical Training, Non-profit Volunteer, Leadership, Management, Photoshop, Team Leadership, Research, Technical Support, Community Outreach, Databases, Data Analysis

Education
Brown University   1977 — 1981
A.B., Studio Arts

James J. Tavares III James J. Tavares III Dallas/Fort Worth Area Details
James J. Tavares III's Fidelity Investments Experience June 2006 - August 2010
Job Regional Vice President, Horizon Investments
Industry Financial Services
Experience
Horizon Investments  March 2015 - Present
Natixis Global Associates International  January 2012 - January 2015
Natixis Global Associates  September 2010 - January 2012
Fidelity Investments   June 2006 - August 2010

Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, ETFs, 401k, Separately Managed..., Investment Advisory, Asset Managment, Securities, Retirement, Series 65, Investment Strategies

Education
Brown University
B.A., Business Economics

Scott Linstone Scott Linstone New York, New York Details
Scott Linstone's Fidelity Investments Experience September 2013 - October 2014
Job Equity Research Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   October 2014 - Present
Fidelity Investments   September 2013 - October 2014
Auerbach Grayson  May 2012 - August 2012

Skills
Financial Modeling, Investments, Equities, Equity Research, Microsoft Excel, Data Analysis, Research, Valuation, Financial Analysis, Portfolio Management, Bloomberg

Education
Brown University   2012 — 2013
Master of Science (M.Sc.), Engineering

Brown University   2008 — 2012
Bachelor of Arts (B.A.), Civil Engineering

Viewpoint School   2004 — 2008

Jeffrey Dietz, CFA Jeffrey Dietz, CFA Chandler, Arizona Details
Jeffrey Dietz, CFA's Fidelity Investments Experience May 2011 - May 2013
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  June 2013 - Present
Fidelity Investments   May 2011 - May 2013
Arizona Diamondbacks  August 2007 - March 2011
Academy Sports and Outdoors  September 2010 - December 2010
Baseball Lesson   October 2008 - March 2010
Veneto Builders   October 2008 - January 2009

Skills
Leadership, Sports, Baseball, Management, Customer Service, Public Speaking, Fundraising, Sales, Microsoft Office, Account Management, Microsoft Excel, PowerPoint, Securities, Financial Modeling, Financial Analysis, Investments, Finance, Portfolio Management, Team Leadership, Microsoft Word

Education
Brown University   2004 — 2010
Bachelor of Arts, Political Science

Lake Brantley high school   2000 — 2004
High School Diploma

Sonya Wilson-Thomas Sonya Wilson-Thomas Providence, Rhode Island Area Details
Sonya Wilson-Thomas's Fidelity Investments Experience October 2005 - February 2008
Job Trade Operations Supervisor at Waters Corporation
Industry Import and Export
Experience
Waters Corporation  March 2015 - Present
Thermo Fisher Scientific  December 2012 - March 2015
Thermo Fisher Scientific  February 2008 - December 2012
Fidelity Investments   October 2005 - February 2008
City Year  August 2003 - June 2005

Skills
Data Analysis, Process Improvement, Customer Satisfaction, Team Building, Management, Leadership, Project Planning, Training, Recruiting, Marketing, Coaching, Customer Service, Negotiation, Team Leadership, Sales, Logistics, Supply Chain, Cross-functional Team..., Interviews, Operations Management, Microsoft Office, Outlook, Microsoft Excel, Product Development, Microsoft Word, Strategic Planning, Six Sigma, Forecasting, Project Management, Program Management, Continuous Improvement, PowerPoint, Change Management, Analysis, Salesforce.com

Education
University of Rhode Island   2009 — 2012
MBA, Management

Brown University   1999 — 2003
BA, Ancient Studies & Religious Studies

Ellamae Gurney Ellamae Gurney Providence, Rhode Island Area Details
Ellamae Gurney's Fidelity Investments Experience May 2011 - August 2012
Job Learning Technology, Interface Design, Instructional Design
Industry E-Learning
Experience
CoreAxis Consulting  September 2012 - Present
Fidelity Investments   May 2011 - August 2012
Fidelity Investments   October 2009 - May 2011
Fidelity Investments   May 2007 - October 2009
Brown University - The Education Alliance   September 2003 - May 2007
JPMorgan - Arrakis   June 2000 - September 2003
AmeriCorps - Athletes in Service to America   August 1998 - June 1999

Skills
Adobe eLearning Suite, Adobe Creative Suite, HTML, HTML 5, CSS, JavaScript, ASP, PHP, Microsoft Office, Access Database, Illustrator, Flash, Dreamweaver, Captivate, Graphic Design, Information Architecture, Instructional Technology, Information Design, Visual Design, Web Interface Design, WebTrends Analytics, Learning Management..., Web Content, Adult English as a..., Citizenship Teacher, Experience Design, Web Design, Content Development, Blended Learning, Instructional Design, Needs Analysis, E-Learning

Education
University of Rhode Island   2008 — 2010
Master of Arts (M.A.), Adult Education

Brown University   1994 — 1998
Bachelor of Arts (B.A.), American Civilization

Eddie Yoon Eddie Yoon Boston, Massachusetts Details
Eddie Yoon's Fidelity Investments Experience June 2006 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2006 - Present
J.P. Morgan   2002 - 2006

Skills
Financial Modeling, Investments, Asset Management, Fixed Income, Series 7, Capital Markets, Portfolio Management, Securities, Hedge Funds, Equities, Valuation, Mutual Funds, Bloomberg, Alternative Investments, Equity Research, Financial Analysis, Asset Allocation

Education
Brown University   1998 — 2002
Business/Managerial Economics

Laura Keaty Laura Keaty Parrish, Florida Details
Laura Keaty's Fidelity Investments Experience July 2000 - Present
Job Permanently Disabled at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2000 - Present
IBM  August 1979 - July 2006

Education
Broome Community College   2001 — 2004
Associate's degree, Business Administration and Management, General

Owego Free Academy   1977 — 1980
high school degree, Business

Amy Grote Amy Grote Cincinnati Area Details
Amy Grote's Fidelity Investments Experience October 2012 - November 2013
Job Retail Professional
Industry Retail
Experience
iHerb Inc.  2014 - 2015
Fidelity Investments   October 2012 - November 2013
Hertz  January 2005 - October 2012

Education
Brown Mackie College-Cincinnati   2001 — 2002
Business, Management, Marketing, and Related Support Services

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