Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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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
Benjamin Rich Benjamin Rich's Fidelity Investments Experience March 2014 - Present
Job Regional Vice President Fidelity Investments, Defined Contribution Investment Only
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments February 2012 - July 2013
Fidelity Investments July 2010 - January 2012
Citizens Bank September 2009 - December 2009
Boston Bruins March 2009 - August 2009
Skills
Sales, Series 63, Series 7, Mutual Funds, Investments, Modern Portfolio Theory
Education
Bryant University 2006 — 2010
Fidelity Investments March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments February 2012 - July 2013
Fidelity Investments July 2010 - January 2012
Citizens Bank September 2009 - December 2009
Boston Bruins March 2009 - August 2009
Skills
Sales, Series 63, Series 7, Mutual Funds, Investments, Modern Portfolio Theory
Education
Bryant University 2006 — 2010
Brian Rocha, CFP® Brian Rocha, CFP®'s Fidelity Investments Experience May 2005 - December 2007
Job Vice President, Portfolio Manager at U.S. Trust Private Wealth Management
Industry Financial Services
Experience
U.S. Trust November 2013 - Present
Transamerica July 2012 - November 2013
Great-West Life and Annuity Insurance Company January 2008 - July 2012
Fidelity Investments May 2005 - December 2007
Fidelity Investments June 2004 - April 2005
Skills
Mutual Funds, Retirement, Fixed Annuities, Investments, Finance, Financial Advisory, Series 63, Retirement Planning, 401k, Uniform Combined State..., Wealth Management, Series 6, Alternative Investments, Asset Allocation, Certified Financial..., Licensed Life Insurance..., Defined Contribution
Education
Bryant University 2000 — 2004
Bachelor of Science in Business Administration, Finance
U.S. Trust November 2013 - Present
Transamerica July 2012 - November 2013
Great-West Life and Annuity Insurance Company January 2008 - July 2012
Fidelity Investments May 2005 - December 2007
Fidelity Investments June 2004 - April 2005
Skills
Mutual Funds, Retirement, Fixed Annuities, Investments, Finance, Financial Advisory, Series 63, Retirement Planning, 401k, Uniform Combined State..., Wealth Management, Series 6, Alternative Investments, Asset Allocation, Certified Financial..., Licensed Life Insurance..., Defined Contribution
Education
Bryant University 2000 — 2004
Bachelor of Science in Business Administration, Finance
William Kelaher William Kelaher's Fidelity Investments Experience January 2012 - May 2012
Job Strategic Partner Manager at Google
Industry Internet
Experience
Google June 2015 - Present
Forbes September 2012 - June 2015
ASSA ABLOY May 2012 - September 2012
Fidelity Investments January 2012 - May 2012
Bryant University April 2011 - May 2012
ASSA ABLOY May 2011 - September 2011
Sargent Manufacturing June 2010 - September 2010
Skills
Social Media Marketing, Google Analytics, Facebook, Event Planning, Microsoft Office, Microsoft Excel, Digital Marketing, Salesforce.com, Advertising, Marketing Communications, Web Analytics, Digital Media, Market Research, Excel, DoubleClick for..., Omniture, Databases, Analytics, Database Development, DART for Publishers, DART for Advertisers, Ad Viewability, Adobe Marketing Cloud
Education
Bryant University 2008 — 2012
BSBA, Marketing, Communications, Applied Psychology
Google June 2015 - Present
Forbes September 2012 - June 2015
ASSA ABLOY May 2012 - September 2012
Fidelity Investments January 2012 - May 2012
Bryant University April 2011 - May 2012
ASSA ABLOY May 2011 - September 2011
Sargent Manufacturing June 2010 - September 2010
Skills
Social Media Marketing, Google Analytics, Facebook, Event Planning, Microsoft Office, Microsoft Excel, Digital Marketing, Salesforce.com, Advertising, Marketing Communications, Web Analytics, Digital Media, Market Research, Excel, DoubleClick for..., Omniture, Databases, Analytics, Database Development, DART for Publishers, DART for Advertisers, Ad Viewability, Adobe Marketing Cloud
Education
Bryant University 2008 — 2012
BSBA, Marketing, Communications, Applied Psychology
Anthony Morra III Anthony Morra III's Fidelity Investments Experience December 2013 - Present
Job Senior Manager, IT Product Management (Electronic Trading) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments November 2011 - December 2013
Fidelity Investments May 2010 - November 2011
Eaton Vance 2007 - 2010
State Street Global Advisors 2003 - 2007
Skills
Series 7, Series 63, Trading, Fixed Income, Product Management, Investment Operations, Client Relationship..., Technology Project..., Investments, CRM, Project Management, Securities, Banking
Education
Bryant University
Business Analyst Certificate
Suffolk University
M.S. Finance
Bridgewater State University
B.S. Management Science
Fidelity Investments December 2013 - Present
Fidelity Investments November 2011 - December 2013
Fidelity Investments May 2010 - November 2011
Eaton Vance 2007 - 2010
State Street Global Advisors 2003 - 2007
Skills
Series 7, Series 63, Trading, Fixed Income, Product Management, Investment Operations, Client Relationship..., Technology Project..., Investments, CRM, Project Management, Securities, Banking
Education
Bryant University
Business Analyst Certificate
Suffolk University
M.S. Finance
Bridgewater State University
B.S. Management Science
Alisheya Luthman's Fidelity Investments Experience August 2014 - Present
Job Event Coordinator at Fidelity Investments
Industry Events Services
Experience
Fidelity Investments August 2014 - Present
Bryant University May 2014 - August 2014
Gordon Research Conferences May 2014 - August 2014
Bryant University May 2013 - May 2014
Bryant University October 2010 - May 2014
Bryant University November 2013 - April 2014
Barnes and Noble Bookseller January 2010 - 2014
Sigma Sigma Sigma Sorority November 2012 - December 2013
Bryant University March 2013 - May 2013
Bryant University November 2010 - June 2012
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Event Planning, Outlook, Research, Facebook, Teamwork, Public Speaking, Time Management, Leadership, Team Leadership, Advertising, Social Networking, Logistics Management
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Bachelor of Arts and Science, Marketing, Sociology
Bancroft School 2006 — 2010
High School Diploma
Fidelity Investments August 2014 - Present
Bryant University May 2014 - August 2014
Gordon Research Conferences May 2014 - August 2014
Bryant University May 2013 - May 2014
Bryant University October 2010 - May 2014
Bryant University November 2013 - April 2014
Barnes and Noble Bookseller January 2010 - 2014
Sigma Sigma Sigma Sorority November 2012 - December 2013
Bryant University March 2013 - May 2013
Bryant University November 2010 - June 2012
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Event Planning, Outlook, Research, Facebook, Teamwork, Public Speaking, Time Management, Leadership, Team Leadership, Advertising, Social Networking, Logistics Management
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Bachelor of Arts and Science, Marketing, Sociology
Bancroft School 2006 — 2010
High School Diploma
Ben (Benzel) Ankrah Jr., CFP® Ben (Benzel) Ankrah Jr., CFP®'s Fidelity Investments Experience 2013 - Present
Job
Industry Investment Management
Experience
Fidelity Investments 2013 - Present
Education
Bryant University 2006 — 2008
Certificate in Financial Planning, Financial Services
Bryant University 2001 — 2004
B.S. in Business Administration, Finance and Psychology
Fidelity Investments 2013 - Present
Education
Bryant University 2006 — 2008
Certificate in Financial Planning, Financial Services
Bryant University 2001 — 2004
B.S. in Business Administration, Finance and Psychology
Rose Qualtieri Rose Qualtieri's Fidelity Investments Experience June 2006 - July 2007
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
TLC Real Estate September 2014 - Present
Liberty Mutual Insurance April 2013 - July 2014
EY February 2010 - April 2013
EY August 2007 - February 2010
Fidelity Investments June 2006 - July 2007
Investors Bank and Trust May 2005 - January 2006
Talbots September 2001 - August 2003
Skills
Risk Management, Financial Services, Financial Risk, Financial Analysis, Banking, Asset Managment, Internal Controls, AML, Mutual Funds, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Auditing, Due Diligence, Hedge Funds, Financial Reporting, Accounting, Strategic Financial..., Project Management, Operational Risk, Business Process, Business Process..., Risk Assessment, Insurance, Management, Finance, Asset Management, Leadership, Process Improvement, Microsoft Excel
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Business Administration and Management, General
John Cabot University 2006 — 2006
Semester Abroad, Business Administration (1 semester)
Hingham High School 1999 — 2003
Diploma
BlackRock September 2014 - Present
TLC Real Estate September 2014 - Present
Liberty Mutual Insurance April 2013 - July 2014
EY February 2010 - April 2013
EY August 2007 - February 2010
Fidelity Investments June 2006 - July 2007
Investors Bank and Trust May 2005 - January 2006
Talbots September 2001 - August 2003
Skills
Risk Management, Financial Services, Financial Risk, Financial Analysis, Banking, Asset Managment, Internal Controls, AML, Mutual Funds, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Auditing, Due Diligence, Hedge Funds, Financial Reporting, Accounting, Strategic Financial..., Project Management, Operational Risk, Business Process, Business Process..., Risk Assessment, Insurance, Management, Finance, Asset Management, Leadership, Process Improvement, Microsoft Excel
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Business Administration and Management, General
John Cabot University 2006 — 2006
Semester Abroad, Business Administration (1 semester)
Hingham High School 1999 — 2003
Diploma
Brittany Lawton Brittany Lawton's Fidelity Investments Experience April 2014 - Present
Job Business Analyst at Fidelity Investments (NFS)
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments February 2011 - January 2013
Fidelity Investments January 2013 - May 2014
Archway Investment Fund January 2012 - May 2012
Bank of America, N.A. May 2010 - February 2011
Merrill Lynch / Banc of America Investment Services, Inc. May 2008 - May 2010
Banc of America Investment Services, Inc. May 2006 - May 2008
Skills
FBSI, IRIS, Streetscape, Merlin, Interact, Pierce, Pace, RPM, Boss, Coin, First, Account Express, WebSurvey, MS Office Suite, Factset, Tax Lot Accounting, Basis Pro, CCH Tax Research Network, Financial Forecasting, Investment Research, Financial Modeling
Education
Bryant University 2008 — 2013
BSBA, Finance, Legal Studies
Community College of Rhode Island
AS, Business Administration, Finance
Fidelity Investments April 2014 - Present
Fidelity Investments February 2011 - January 2013
Fidelity Investments January 2013 - May 2014
Archway Investment Fund January 2012 - May 2012
Bank of America, N.A. May 2010 - February 2011
Merrill Lynch / Banc of America Investment Services, Inc. May 2008 - May 2010
Banc of America Investment Services, Inc. May 2006 - May 2008
Skills
FBSI, IRIS, Streetscape, Merlin, Interact, Pierce, Pace, RPM, Boss, Coin, First, Account Express, WebSurvey, MS Office Suite, Factset, Tax Lot Accounting, Basis Pro, CCH Tax Research Network, Financial Forecasting, Investment Research, Financial Modeling
Education
Bryant University 2008 — 2013
BSBA, Finance, Legal Studies
Community College of Rhode Island
AS, Business Administration, Finance
Scott St. Hill Scott St. Hill's Fidelity Investments Experience 2005 - 2009
Job Controller at Subaru of New England
Industry Financial Services
Experience
Subaru of New England 2015 - Present
Wellesley Investment Advisors, Inc. 2011 - 2015
Fidelity Investments 2005 - 2009
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Deloitte 1996 - 1999
Deloitte 1991 - 1996
Skills
Finance, Investments, Strategic Financial..., Mutual Funds, Analysis, Financial Planning, Financial Modeling, Portfolio Management, Financial Services, Hedge Funds, Strategic Planning, Alternative Investments, Asset Managment, Auditing, Controllership Functions
Education
Bryant University 2010 — 2011
Certificate in Financial Planning
University of Massachusetts, Amherst 1987 — 1991
BBA, Accounting, Economics
CFA candidate
Subaru of New England 2015 - Present
Wellesley Investment Advisors, Inc. 2011 - 2015
Fidelity Investments 2005 - 2009
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Deloitte 1996 - 1999
Deloitte 1991 - 1996
Skills
Finance, Investments, Strategic Financial..., Mutual Funds, Analysis, Financial Planning, Financial Modeling, Portfolio Management, Financial Services, Hedge Funds, Strategic Planning, Alternative Investments, Asset Managment, Auditing, Controllership Functions
Education
Bryant University 2010 — 2011
Certificate in Financial Planning
University of Massachusetts, Amherst 1987 — 1991
BBA, Accounting, Economics
CFA candidate
Alison Melley Alison Melley's Fidelity Investments Experience October 2013 - December 2013
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
State Street June 2014 - November 2014
MassChallenge May 2014 - June 2014
Fidelity Investments October 2013 - December 2013
Bryant University January 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Drawing, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Time Management, Social Networking, Access, Facebook, Marketing, Leadership, Sales, Blogging, Outlook, Finance, Event Planning, Home Improvement, Babysitting, Comedy
Education
Bryant University 2009 — 2013
Bachelor's degree, Finance, General
Barnstable High School 2005 — 2009
State Street November 2014 - Present
State Street June 2014 - November 2014
MassChallenge May 2014 - June 2014
Fidelity Investments October 2013 - December 2013
Bryant University January 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Drawing, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Time Management, Social Networking, Access, Facebook, Marketing, Leadership, Sales, Blogging, Outlook, Finance, Event Planning, Home Improvement, Babysitting, Comedy
Education
Bryant University 2009 — 2013
Bachelor's degree, Finance, General
Barnstable High School 2005 — 2009
Andrew Jaccino Andrew Jaccino's Fidelity Investments Experience August 2015 - Present
Job Data Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Delta Dental of Rhode Island February 2015 - May 2015
NBTY May 2014 - August 2014
DeAngelis Rentals, Inc May 2013 - August 2013
PR-U, LLC May 2012 - May 2013
Skills
Social Media, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Time Management, Data Analysis, Market Research, Marketing, Research, Leadership, Customer Service
Education
Bryant University 2011 — 2015
Applied Mathematics and Statistics
Lorenzo de Medici 2013 — 2013
Fidelity Investments August 2015 - Present
Delta Dental of Rhode Island February 2015 - May 2015
NBTY May 2014 - August 2014
DeAngelis Rentals, Inc May 2013 - August 2013
PR-U, LLC May 2012 - May 2013
Skills
Social Media, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Time Management, Data Analysis, Market Research, Marketing, Research, Leadership, Customer Service
Education
Bryant University 2011 — 2015
Applied Mathematics and Statistics
Lorenzo de Medici 2013 — 2013
Eric Zajac Eric Zajac's Fidelity Investments Experience October 2000 - Present
Job
Industry Financial Services
Experience
Fidelity Investments October 2000 - Present
Fidelity Investments October 2000 - December 2010
BankBoston 1998 - 2000
Skills
Series 24, Investments, Series 7, Securities, Series 63, Business Analysis, Mutual Funds, Equities, Business Process...
Education
Bryant University 2006 — 2007
Master of Business Administration (MBA)
Providence College 1989 — 1993
BS
Université de Fribourg/Universität Freiburg 1991 — 1992
Bishop Stang High School 1985 — 1989
Fidelity Investments October 2000 - Present
Fidelity Investments October 2000 - December 2010
BankBoston 1998 - 2000
Skills
Series 24, Investments, Series 7, Securities, Series 63, Business Analysis, Mutual Funds, Equities, Business Process...
Education
Bryant University 2006 — 2007
Master of Business Administration (MBA)
Providence College 1989 — 1993
BS
Université de Fribourg/Universität Freiburg 1991 — 1992
Bishop Stang High School 1985 — 1989
Samantha Faille Samantha Faille's Fidelity Investments Experience June 2014 - Present
Job Corporate Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Archway Investment Fund September 2013 - May 2014
Fidelity Investments January 2013 - May 2014
Rogers Corporation May 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Auditing, Leadership, Financial Analysis, Outlook, Microsoft Office, Access, Microsoft Word, Accounting, Time Management, Teamwork, Analysis, Research, Customer Service, Lotus Notes, Financial Modeling, Finance, Social Media, Social Networking, Portfolio Management
Education
Bryant University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics
Bryant University 2010 — 2014
Bachelor's Degree, International Finance, Computer Information Systems & French, 3.71
Institute for the International Education of Students Abroad 2012 — 2012
Business and International Affairs
2016 Level II Candidate in the CFA Program
Fidelity Investments June 2014 - Present
Archway Investment Fund September 2013 - May 2014
Fidelity Investments January 2013 - May 2014
Rogers Corporation May 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Auditing, Leadership, Financial Analysis, Outlook, Microsoft Office, Access, Microsoft Word, Accounting, Time Management, Teamwork, Analysis, Research, Customer Service, Lotus Notes, Financial Modeling, Finance, Social Media, Social Networking, Portfolio Management
Education
Bryant University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics
Bryant University 2010 — 2014
Bachelor's Degree, International Finance, Computer Information Systems & French, 3.71
Institute for the International Education of Students Abroad 2012 — 2012
Business and International Affairs
2016 Level II Candidate in the CFA Program
Ashley Reichert's Fidelity Investments Experience July 2014 - Present
Job Project & Reporting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments June 2012 - December 2012
Fidelity Investments June 2011 - June 2012
Connecting for Children and Families February 2010 - April 2011
Franklin Mortgage Funding, Inc March 2007 - December 2007
Skills
SharePoint, Agile & Waterfall..., Access, Visio, Microsoft Excel, PowerPoint, SQL, Business Objects, Business Intelligence
Education
Bryant University
BA, Computer Information Systems; Psychology
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments June 2012 - December 2012
Fidelity Investments June 2011 - June 2012
Connecting for Children and Families February 2010 - April 2011
Franklin Mortgage Funding, Inc March 2007 - December 2007
Skills
SharePoint, Agile & Waterfall..., Access, Visio, Microsoft Excel, PowerPoint, SQL, Business Objects, Business Intelligence
Education
Bryant University
BA, Computer Information Systems; Psychology
Benjamin Coughlin, MBA Benjamin Coughlin, MBA's Fidelity Investments Experience January 2012 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments July 2011 - December 2011
Fidelity Investments June 2010 - July 2011
Best Buy October 2005 - June 2010
Skills
Data Analysis, Collaboration, SharePoint Designer, HP Service Center, HP Service Manager, Agile Methodologies, Requirements Analysis, Business Requirements, Access, Business Intelligence, Databases, Customer Service, Financial Analysis, Java, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Requirements Gathering, SDLC, SQL, SharePoint, Social Media, Unix, Visio
Education
Southern New Hampshire University 2013 — 2014
Master of Business Administration (M.B.A.)
Bryant University 2007 — 2011
IT Management, Information Technology, Information Systems, Management
Fidelity Investments January 2012 - Present
Fidelity Investments July 2011 - December 2011
Fidelity Investments June 2010 - July 2011
Best Buy October 2005 - June 2010
Skills
Data Analysis, Collaboration, SharePoint Designer, HP Service Center, HP Service Manager, Agile Methodologies, Requirements Analysis, Business Requirements, Access, Business Intelligence, Databases, Customer Service, Financial Analysis, Java, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Requirements Gathering, SDLC, SQL, SharePoint, Social Media, Unix, Visio
Education
Southern New Hampshire University 2013 — 2014
Master of Business Administration (M.B.A.)
Bryant University 2007 — 2011
IT Management, Information Technology, Information Systems, Management
Steven Machacz's Fidelity Investments Experience January 1996 - July 1997
Job Principal Software Engineer, Release Engineer
Industry Information Technology and Services
Experience
EMC December 2012 - Present
McCracken Financial Solutions July 1998 - November 2012
Verizon Communications July 1997 - July 1998
Fidelity Investments January 1996 - July 1997
MAPFRE Insurance May 1993 - January 1996
Infor December 1990 - May 1993
Skills
Software Development, Release Engineering, Agile Methodologies, C#, AngularJS, JavaScript, Web Applications, Web Services, SOA, System Architecture, Software Design, Web Development, Business Intelligence, Business Process Design, User Experience, Business Process..., Responsive Web Design, Requirements Analysis, Version Control, Integration, Databases, Mentoring, Programming, XML, HTML5, REST, ASP.NET Web API, Microsoft SQL Server, Entity Framework, SQL, LINQ, ASP.NET, LESS, CSS, JSON, Bootstrap, TFS, Git, XAML, SDLC, IBM iSeries, DB2
Education
Bryant University 1987 — 1990
BSBA, Computer Information Systems
EMC December 2012 - Present
McCracken Financial Solutions July 1998 - November 2012
Verizon Communications July 1997 - July 1998
Fidelity Investments January 1996 - July 1997
MAPFRE Insurance May 1993 - January 1996
Infor December 1990 - May 1993
Skills
Software Development, Release Engineering, Agile Methodologies, C#, AngularJS, JavaScript, Web Applications, Web Services, SOA, System Architecture, Software Design, Web Development, Business Intelligence, Business Process Design, User Experience, Business Process..., Responsive Web Design, Requirements Analysis, Version Control, Integration, Databases, Mentoring, Programming, XML, HTML5, REST, ASP.NET Web API, Microsoft SQL Server, Entity Framework, SQL, LINQ, ASP.NET, LESS, CSS, JSON, Bootstrap, TFS, Git, XAML, SDLC, IBM iSeries, DB2
Education
Bryant University 1987 — 1990
BSBA, Computer Information Systems
Tracie Bevan Tracie Bevan's Fidelity Investments Experience February 2008 - November 2008
Job Sr Print Production Manager at CVS Caremark Corporation
Industry Marketing and Advertising
Experience
CVS Caremark Corporation May 2010 - Present
Fidelity Investments February 2008 - November 2008
Fidelity Investments 2000 - 2008
Fidelity Investments November 1998 - November 2000
Fidelity Investments July 1997 - October 1998
Fidelity Investments May 1995 - June 1997
Houghton Mifflin Company June 1991 - April 1995
Houghton Mifflin July 1990 - May 1991
Education
Bryant University 1986 — 1990
Bachelor of Science in Business Administration, Marketing
CVS Caremark Corporation May 2010 - Present
Fidelity Investments February 2008 - November 2008
Fidelity Investments 2000 - 2008
Fidelity Investments November 1998 - November 2000
Fidelity Investments July 1997 - October 1998
Fidelity Investments May 1995 - June 1997
Houghton Mifflin Company June 1991 - April 1995
Houghton Mifflin July 1990 - May 1991
Education
Bryant University 1986 — 1990
Bachelor of Science in Business Administration, Marketing
Thomas Leone, CFA Thomas Leone, CFA's Fidelity Investments Experience January 2005 - May 2007
Job Portfolio Manager at PartnerRe
Industry Insurance
Experience
PartnerRe April 2013 - Present
Genworth Financial January 2010 - April 2013
Genworth Financial May 2007 - December 2010
Genworth Financial May 2007 - November 2008
Fidelity Investments January 2005 - May 2007
Fidelity Investments October 2001 - December 2004
Osram Sylvania 1999 - 2001
Skills
Derivatives, Customer Relations, PMP, Interest Rate..., Interest Rate Risk..., Credit Derivatives, Equity Derivatives, FX trading, FX Hedging, Hedging, ALM, Investments, Bonds, Fixed Income, Capital Markets, Market Risk, Bloomberg, Financial Analysis, Financial Risk, Options, Portfolio Management
Education
Rensselaer Polytechnic Institute at Hartford 2003 — 2005
MS
Bryant University 1995 — 1999
BA
PartnerRe April 2013 - Present
Genworth Financial January 2010 - April 2013
Genworth Financial May 2007 - December 2010
Genworth Financial May 2007 - November 2008
Fidelity Investments January 2005 - May 2007
Fidelity Investments October 2001 - December 2004
Osram Sylvania 1999 - 2001
Skills
Derivatives, Customer Relations, PMP, Interest Rate..., Interest Rate Risk..., Credit Derivatives, Equity Derivatives, FX trading, FX Hedging, Hedging, ALM, Investments, Bonds, Fixed Income, Capital Markets, Market Risk, Bloomberg, Financial Analysis, Financial Risk, Options, Portfolio Management
Education
Rensselaer Polytechnic Institute at Hartford 2003 — 2005
MS
Bryant University 1995 — 1999
BA
Ryan Girard Ryan Girard's Fidelity Investments Experience June 2015 - Present
Job Resident Assistant at Bryant University
Industry Marketing and Advertising
Experience
Fidelity Investments June 2015 - Present
Skills
Marketing, Leadership, Critical Thinking, Presentation Skills, Economics, Interpersonal Skills, Group Work, Teamwork, Social Networking, Microsoft Office, Time Management
Education
Bryant University 2013 — 2017
Bishop Feehan High School 2009 — 2013
High School, 3.4
Fidelity Investments June 2015 - Present
Skills
Marketing, Leadership, Critical Thinking, Presentation Skills, Economics, Interpersonal Skills, Group Work, Teamwork, Social Networking, Microsoft Office, Time Management
Education
Bryant University 2013 — 2017
Bishop Feehan High School 2009 — 2013
High School, 3.4
Ann Sasso Ann Sasso's Fidelity Investments Experience 2000 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2000 - 2014
Education
Bryant University
Bachelor of Science (B.S.), Marketing
Fidelity Investments 2000 - 2014
Education
Bryant University
Bachelor of Science (B.S.), Marketing
Adam Houle Adam Houle's Fidelity Investments Experience August 2004 - Present
Job Senior Client Services Facilitator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Brigido's Fresh Market May 1998 - February 2004
Skills
401k, Employee Relations, Training, Training Needs Analysis, Instructional Design, Mutual Funds, Retirement, Asset Allocation, Retirement Planning, Investments, Finance, Coaching, Workforce Planning, Business Relationship..., Development Of Employees
Education
Villanova University 2012 — 2014
Master of Science (MS), Human Resources Development
Bryant University 1999 — 2003
BSBA, Computer Information Systems
Fidelity Investments August 2004 - Present
Brigido's Fresh Market May 1998 - February 2004
Skills
401k, Employee Relations, Training, Training Needs Analysis, Instructional Design, Mutual Funds, Retirement, Asset Allocation, Retirement Planning, Investments, Finance, Coaching, Workforce Planning, Business Relationship..., Development Of Employees
Education
Villanova University 2012 — 2014
Master of Science (MS), Human Resources Development
Bryant University 1999 — 2003
BSBA, Computer Information Systems
Andrew Snider Andrew Snider's Fidelity Investments Experience February 2015 - Present
Job Implementation Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments June 2012 - February 2015
The First N.A. May 2009 - August 2011
Skills
Series 7, Banking, Microsoft Excel, Finance, Outlook, Microsoft Word
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Mt. Ararat High School
Fidelity Investments February 2015 - Present
Fidelity Investments June 2012 - February 2015
The First N.A. May 2009 - August 2011
Skills
Series 7, Banking, Microsoft Excel, Finance, Outlook, Microsoft Word
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Mt. Ararat High School
Ashley Tiberio Ashley Tiberio's Fidelity Investments Experience May 2013 - August 2013
Job Business System Analyst Financial Management Program at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance - Financial Management Program April 2015 - Present
Liberty Mutual Insurance - Financial Management Program July 2014 - April 2015
Academic Center for Excellence August 2011 - May 2014
Fidelity Investments May 2013 - August 2013
The Hanover Insurance Group June 2012 - September 2012
The Hanover Insurance Group November 2011 - February 2012
The Finish Line July 2008 - August 2011
Skills
Accounting, Auditing, Finance, Managerial Finance, Management, Process Improvement, PowerPoint, Sales, Time Management, Internal Controls
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Psychology
shrewsbury high school 2006 — 2010
Bachelor of Business Administration (B.B.A.)
Liberty Mutual Insurance - Financial Management Program April 2015 - Present
Liberty Mutual Insurance - Financial Management Program July 2014 - April 2015
Academic Center for Excellence August 2011 - May 2014
Fidelity Investments May 2013 - August 2013
The Hanover Insurance Group June 2012 - September 2012
The Hanover Insurance Group November 2011 - February 2012
The Finish Line July 2008 - August 2011
Skills
Accounting, Auditing, Finance, Managerial Finance, Management, Process Improvement, PowerPoint, Sales, Time Management, Internal Controls
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Psychology
shrewsbury high school 2006 — 2010
Bachelor of Business Administration (B.B.A.)
Bill Schimikowski's Fidelity Investments Experience December 2014 - Present
Job VIce President, Customer Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments April 2012 - Present
Citizens Bank May 2010 - April 2012
Fidelity Investments October 2005 - May 2010
Fidelity Investments February 2004 - October 2005
Fidelity Investments October 2001 - February 2004
Fidelity Investments September 1998 - October 2001
Paul Revere 1997 - 1998
Skills
Customer Experience, Leadership, Design Thinking, User Experience, Voice of the Customer, Customer Journey Mapping, User Journeys, Voice of the Customer..., Customer Acquisition, E-commerce, Online Advertising, Interactive Marketing, Product Development, Strategic Planning, Management, Financial Services, Marketing Communications, Strategy, Integrated Marketing, Digital Marketing, Digital Strategy, Customer Insight, Product Management, Web Analytics, Sales, Product Marketing, Analytics, Online Marketing, Channel Management, Web Design, Program Management, Customer Experience..., E-business
Education
Bryant University 1993 — 1997
BS
Fidelity Investments December 2014 - Present
Fidelity Investments April 2012 - Present
Citizens Bank May 2010 - April 2012
Fidelity Investments October 2005 - May 2010
Fidelity Investments February 2004 - October 2005
Fidelity Investments October 2001 - February 2004
Fidelity Investments September 1998 - October 2001
Paul Revere 1997 - 1998
Skills
Customer Experience, Leadership, Design Thinking, User Experience, Voice of the Customer, Customer Journey Mapping, User Journeys, Voice of the Customer..., Customer Acquisition, E-commerce, Online Advertising, Interactive Marketing, Product Development, Strategic Planning, Management, Financial Services, Marketing Communications, Strategy, Integrated Marketing, Digital Marketing, Digital Strategy, Customer Insight, Product Management, Web Analytics, Sales, Product Marketing, Analytics, Online Marketing, Channel Management, Web Design, Program Management, Customer Experience..., E-business
Education
Bryant University 1993 — 1997
BS
Andrew Mesale's Fidelity Investments Experience May 2008 - February 2012
Job Outside Sales Controls Specialist at Electrical Systems Solutions, LLC.
Industry Electrical/Electronic Manufacturing
Experience
Electrical Systems Solutions, LLC. June 2013 - Present
Maverick Funding February 2012 - December 2013
Fidelity Investments May 2008 - February 2012
Farmhouse Equity Research September 2007 - April 2008
Skills
Sales, Portfolio Management, Investments, Selling, Competitive Analysis, Sales Presentations, Retirement Planning, Financial Modeling, Business Development, Business Relationship..., Risk Management, Loans, Cloud Computing, Consultative Selling, Risk Analytics, Performance Measurement, Strategic Planning, Customer Service, Financial Analysis, Sales Management
Education
Bryant University 2005 — 2008
BS, Honors, Finance & Investments
Smithfield HS
Smithfield HS
Electrical Systems Solutions, LLC. June 2013 - Present
Maverick Funding February 2012 - December 2013
Fidelity Investments May 2008 - February 2012
Farmhouse Equity Research September 2007 - April 2008
Skills
Sales, Portfolio Management, Investments, Selling, Competitive Analysis, Sales Presentations, Retirement Planning, Financial Modeling, Business Development, Business Relationship..., Risk Management, Loans, Cloud Computing, Consultative Selling, Risk Analytics, Performance Measurement, Strategic Planning, Customer Service, Financial Analysis, Sales Management
Education
Bryant University 2005 — 2008
BS, Honors, Finance & Investments
Smithfield HS
Smithfield HS
Ariana Goldberg Ariana Goldberg's Fidelity Investments Experience June 2014 - Present
Job Associate Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - May 2014
Fidelity Investments June 2013 - August 2013
OnDeck Sports June 2012 - January 2013
C&S Insurance Agency June 2011 - January 2012
Skills
Cross-functional Team..., Marketing, Digital Marketing, Agile Methodologies, Testing, Customer Service, Prezi, SPSS, Microsoft Publisher, Self-driven, Bloomberg Terminal, Stata, Critical Thinking, Facebook, Pivot Tables
Education
Bryant University 2010 — 2014
BS, Business Administration and Management, General
Bryant University 2010 — 2014
BS, Business Administration; Management; Psychology
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - May 2014
Fidelity Investments June 2013 - August 2013
OnDeck Sports June 2012 - January 2013
C&S Insurance Agency June 2011 - January 2012
Skills
Cross-functional Team..., Marketing, Digital Marketing, Agile Methodologies, Testing, Customer Service, Prezi, SPSS, Microsoft Publisher, Self-driven, Bloomberg Terminal, Stata, Critical Thinking, Facebook, Pivot Tables
Education
Bryant University 2010 — 2014
BS, Business Administration and Management, General
Bryant University 2010 — 2014
BS, Business Administration; Management; Psychology
Anne Marie Kane Anne Marie Kane's Fidelity Investments Experience November 2000 - Present
Job Sr. Quality Assurance Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2000 - Present
Toastmasters International 2013 - 2014
Alliance Funding Company May 1999 - September 2000
Home Loan Investment Bank July 1996 - January 1999
Skills
Quality Assurance, Quality Auditing, Customer Experience, Business Analysis, Employee Engagement, StrengthsFinder, Process Improvement, Mutual Funds, Microsoft Office, Financial Services, Mortgage Underwriting, Residential Mortgages
Education
Bryant University 1994 — 1996
Bachelor's Degree, Finance, General
Fidelity Investments November 2000 - Present
Toastmasters International 2013 - 2014
Alliance Funding Company May 1999 - September 2000
Home Loan Investment Bank July 1996 - January 1999
Skills
Quality Assurance, Quality Auditing, Customer Experience, Business Analysis, Employee Engagement, StrengthsFinder, Process Improvement, Mutual Funds, Microsoft Office, Financial Services, Mortgage Underwriting, Residential Mortgages
Education
Bryant University 1994 — 1996
Bachelor's Degree, Finance, General
Victoria Cicolello's Fidelity Investments Experience February 2012 - June 2012
Job
Industry Information Technology and Services
Experience
Citizens Bank May 2015 - Present
Amica Mutual Insurance June 2014 - March 2015
United Natural Foods February 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) August 2012 - February 2013
Fidelity Investments February 2012 - June 2012
TD Bank June 2010 - December 2011
APC-MGE 2009 - 2009
Staples 2008 - 2008
Citizens Bank 2005 - 2007
Skills
PMP, SDLC, Cross-functional Team..., Integration, Project Delivery, Software Project..., Vendor Management, Team Leadership, Change Management, Team Management, Project Planning, Project Execution, Project Implementation, Team Building, Mentoring, Resource Management, Vendor Relations, Stakeholder Management, IT Management, MS Project, Visio, SharePoint, Program Management, Business Analysis, Business Process, Business Intelligence, Business Process..., Testing, Requirements Analysis, Analysis, Planning, Process Improvement, Quality Assurance, Risk Management, Requirements Gathering, Customer Relations, Problem Solving, Knowledge Management, IT Operations, MS Office Suite, Management Consulting, PMI, Documentation, IT Strategy, ERP, People Management, Six Sigma, Business Requirements, Code Compliance, PMBOK
Education
Bryant University 2004 — 2005
certifications
Roger Williams University 2004 — 2005
A+, Network, MCP
webinar
Citizens Bank May 2015 - Present
Amica Mutual Insurance June 2014 - March 2015
United Natural Foods February 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) August 2012 - February 2013
Fidelity Investments February 2012 - June 2012
TD Bank June 2010 - December 2011
APC-MGE 2009 - 2009
Staples 2008 - 2008
Citizens Bank 2005 - 2007
Skills
PMP, SDLC, Cross-functional Team..., Integration, Project Delivery, Software Project..., Vendor Management, Team Leadership, Change Management, Team Management, Project Planning, Project Execution, Project Implementation, Team Building, Mentoring, Resource Management, Vendor Relations, Stakeholder Management, IT Management, MS Project, Visio, SharePoint, Program Management, Business Analysis, Business Process, Business Intelligence, Business Process..., Testing, Requirements Analysis, Analysis, Planning, Process Improvement, Quality Assurance, Risk Management, Requirements Gathering, Customer Relations, Problem Solving, Knowledge Management, IT Operations, MS Office Suite, Management Consulting, PMI, Documentation, IT Strategy, ERP, People Management, Six Sigma, Business Requirements, Code Compliance, PMBOK
Education
Bryant University 2004 — 2005
certifications
Roger Williams University 2004 — 2005
A+, Network, MCP
webinar
Anthony Marchionda Anthony Marchionda's Fidelity Investments Experience June 2009 - August 2009
Job Associate
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
Fidelity Investments June 2009 - August 2009
Education
Bryant University 2006 — 2010
BSBA, Finance
mths
J.P. Morgan July 2010 - Present
Fidelity Investments June 2009 - August 2009
Education
Bryant University 2006 — 2010
BSBA, Finance
mths
Roger Salois, CPP Roger Salois, CPP's Fidelity Investments Experience April 2007 - March 2011
Job Director, National Tax & Compliance at Sage Payroll Services
Industry Human Resources
Experience
PayChoice September 2013 - Present
Paychoice July 2011 - September 2013
Fidelity Investments April 2007 - March 2011
Fidelity Investments June 2001 - April 2007
Fidelity Investments March 1997 - June 2001
InterPay, Inc. March 1986 - March 1997
InterPay 1986 - 1997
Skills
Payroll, Payroll Compliance, W2, Employment Tax, Compliance, Garnishments, CPP, Training, Payroll Taxes, Employee Benefits, Tax, Process Improvement, Business Analysis, Outsourcing, HRIS, Team Building, 401k, PeopleSoft, Mergers & Acquisitions, Human Resources, Accounting, Analysis, Leadership, Business Process..., Insurance
Education
Bryant University
BA, Business Management
PayChoice September 2013 - Present
Paychoice July 2011 - September 2013
Fidelity Investments April 2007 - March 2011
Fidelity Investments June 2001 - April 2007
Fidelity Investments March 1997 - June 2001
InterPay, Inc. March 1986 - March 1997
InterPay 1986 - 1997
Skills
Payroll, Payroll Compliance, W2, Employment Tax, Compliance, Garnishments, CPP, Training, Payroll Taxes, Employee Benefits, Tax, Process Improvement, Business Analysis, Outsourcing, HRIS, Team Building, 401k, PeopleSoft, Mergers & Acquisitions, Human Resources, Accounting, Analysis, Leadership, Business Process..., Insurance
Education
Bryant University
BA, Business Management
Sean Sullivan Sean Sullivan's Fidelity Investments Experience May 2011 - Present
Job Principal Talent Acquisition Consultant at Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments May 2011 - Present
NetApp January 2010 - April 2011
IBM - through Manpower November 2009 - January 2010
Credit Suisse June 2009 - October 2009
NetApp May 2008 - November 2008
Cisco Systems July 2006 - February 2008
Analysts International May 2003 - July 2006
IBM September 1999 - September 2002
Education
Bryant University 1987 — 2002
BS
Fidelity Investments May 2011 - Present
NetApp January 2010 - April 2011
IBM - through Manpower November 2009 - January 2010
Credit Suisse June 2009 - October 2009
NetApp May 2008 - November 2008
Cisco Systems July 2006 - February 2008
Analysts International May 2003 - July 2006
IBM September 1999 - September 2002
Education
Bryant University 1987 — 2002
BS
Arielle Rogers Arielle Rogers's Fidelity Investments Experience October 2013 - June 2014
Job Accounting Analyst at Extreme Reach
Industry Accounting
Experience
Extreme Reach May 2015 - Present
F-Squared Investments June 2014 - May 2015
Fidelity Investments October 2013 - June 2014
Education
Bryant University 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Extreme Reach May 2015 - Present
F-Squared Investments June 2014 - May 2015
Fidelity Investments October 2013 - June 2014
Education
Bryant University 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Andrew Vital, MSIA Andrew Vital, MSIA's Fidelity Investments Experience September 2004 - June 2005
Job Vice President, Business Support Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank August 2014 - Present
Citizens Bank November 2011 - August 2014
Bank Rhode Island April 2010 - November 2011
Gencorp Insurance Group June 2005 - April 2010
Fidelity Investments September 2004 - June 2005
Aquidneck Pools & Spas April 1994 - June 2005
Bryant University September 2003 - May 2005
Skills
Banking, Risk Management, Risk Appetite, Executive Reporting, Consumer Lending, Data Analysis, Systems Analysis, SQL, Information Technology, Business Analysis, Information Security, Management, User Acceptance Testing, Networking, Automobile Finance, Business Continuity..., Virtualization, Disaster Recovery, Storage Area Networks, Server Administration, Loan Origination, Insurance, Operations Management, Legacy System Conversion, System Migration, IT Project Lifecycle, Database Administration
Education
Consumer Bankers Association Executive Banking School 2013 — 2015
Northeastern University 2011 — 2013
Master of Science in Information Assurance
Bryant University 2001 — 2005
Bachelor of Science in Business Administration, Dual Concentration in Computer Information Systems and Management
Citizens Bank August 2014 - Present
Citizens Bank November 2011 - August 2014
Bank Rhode Island April 2010 - November 2011
Gencorp Insurance Group June 2005 - April 2010
Fidelity Investments September 2004 - June 2005
Aquidneck Pools & Spas April 1994 - June 2005
Bryant University September 2003 - May 2005
Skills
Banking, Risk Management, Risk Appetite, Executive Reporting, Consumer Lending, Data Analysis, Systems Analysis, SQL, Information Technology, Business Analysis, Information Security, Management, User Acceptance Testing, Networking, Automobile Finance, Business Continuity..., Virtualization, Disaster Recovery, Storage Area Networks, Server Administration, Loan Origination, Insurance, Operations Management, Legacy System Conversion, System Migration, IT Project Lifecycle, Database Administration
Education
Consumer Bankers Association Executive Banking School 2013 — 2015
Northeastern University 2011 — 2013
Master of Science in Information Assurance
Bryant University 2001 — 2005
Bachelor of Science in Business Administration, Dual Concentration in Computer Information Systems and Management
Rod Siino's Fidelity Investments Experience 2004 - 2009
Job Client Partner at DayNine Consulting
Industry Management Consulting
Experience
DayNine Consulting March 2015 - Present
Mercer January 2009 - March 2015
Fidelity Investments 2004 - 2009
Workscape 2002 - 2004
Commerce One 2000 - 2002
AppNet, Inc. 2000 - 2002
Andrews Consulting 1998 - 2000
Allied Domecq/Dunkin' Donuts August 1998 - January 1999
Boston Market 1995 - 1998
Skills
Project Management, Business Process..., Business Analysis, Employee Benefits, Benefits Administration, Outsourcing, Cross-functional Team..., Project Delivery, Project Portfolio..., Operations Management, Sales, Risk Management, Business Process..., Change Management, Management, Leadership, Six Sigma, Business Process, Financial Services, Service Delivery, Human Resources, Analysis, Business Strategy, Process Improvement, Relationship Management, Performance Management, Offshoring, Management Consulting, Team Building, Organizational..., Visio, Team Management, Requirements Analysis, Organizational Design, Employee Engagement, Consulting, Defined Benefit, BPO, Business Transformation, Call Centers, Project Planning, Vendor Management, Strategic Planning, Program Management, Strategy, SDLC, Budgets, Customer Satisfaction, Talent Management, CRM
Education
Emerson College
Masters, Writing, Literature & Publishing
Barrington High School
Bryant University
BS, Finance
Rhode Island College
BA, English
DayNine Consulting March 2015 - Present
Mercer January 2009 - March 2015
Fidelity Investments 2004 - 2009
Workscape 2002 - 2004
Commerce One 2000 - 2002
AppNet, Inc. 2000 - 2002
Andrews Consulting 1998 - 2000
Allied Domecq/Dunkin' Donuts August 1998 - January 1999
Boston Market 1995 - 1998
Skills
Project Management, Business Process..., Business Analysis, Employee Benefits, Benefits Administration, Outsourcing, Cross-functional Team..., Project Delivery, Project Portfolio..., Operations Management, Sales, Risk Management, Business Process..., Change Management, Management, Leadership, Six Sigma, Business Process, Financial Services, Service Delivery, Human Resources, Analysis, Business Strategy, Process Improvement, Relationship Management, Performance Management, Offshoring, Management Consulting, Team Building, Organizational..., Visio, Team Management, Requirements Analysis, Organizational Design, Employee Engagement, Consulting, Defined Benefit, BPO, Business Transformation, Call Centers, Project Planning, Vendor Management, Strategic Planning, Program Management, Strategy, SDLC, Budgets, Customer Satisfaction, Talent Management, CRM
Education
Emerson College
Masters, Writing, Literature & Publishing
Barrington High School
Bryant University
BS, Finance
Rhode Island College
BA, English
Andy Effron's Fidelity Investments Experience 2010 - 2011
Job Senior Corporate Recruiter at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Carlos A. Fragoso, CIMA®, CRPS®'s Fidelity Investments Experience September 2007 - September 2008
Job Manager, Regional Investment Consulting | Wealth Advisor & Fidelity Institutional Liquidity Management Solutions
Industry Financial Services
Experience
Fidelity Investments Institutional Services Company, Inc. July 2015 - Present
Fidelity Investments Institutional Services Company, Inc. December 2013 - July 2015
Fidelity Investments Institutional Services Company, Inc. September 2008 - November 2013
Fidelity Investments September 2007 - September 2008
Fidelity Investments March 2006 - September 2007
Fidelity Investments November 2003 - March 2006
Education
Bryant University 1999 — 2003
B.S. in Business Administration, Concentration: Finance; Minor: Psychology
Fidelity Investments Institutional Services Company, Inc. July 2015 - Present
Fidelity Investments Institutional Services Company, Inc. December 2013 - July 2015
Fidelity Investments Institutional Services Company, Inc. September 2008 - November 2013
Fidelity Investments September 2007 - September 2008
Fidelity Investments March 2006 - September 2007
Fidelity Investments November 2003 - March 2006
Education
Bryant University 1999 — 2003
B.S. in Business Administration, Concentration: Finance; Minor: Psychology
Bradley Padula's Fidelity Investments Experience July 2015 - Present
Job Private Client Group Apprentice Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Brad's Lawmowing August 2008 - Present
Bryant University February 2013 - Present
Campus Protein March 2013 - Present
Fidelity Investments June 2014 - June 2015
Shaw's Supermarkets September 2010 - January 2014
Skills
Business Intelligence, Telephone Skills, Financial Analysis, Finance, Executive Managment, Marketing, Social Media, Customer Satisfaction, Management, Time Management, Access, Leadership, Teamwork, PowerPoint
Education
Bryant University 2012 — 2016
Finance, General
Fidelity Investments July 2015 - Present
Brad's Lawmowing August 2008 - Present
Bryant University February 2013 - Present
Campus Protein March 2013 - Present
Fidelity Investments June 2014 - June 2015
Shaw's Supermarkets September 2010 - January 2014
Skills
Business Intelligence, Telephone Skills, Financial Analysis, Finance, Executive Managment, Marketing, Social Media, Customer Satisfaction, Management, Time Management, Access, Leadership, Teamwork, PowerPoint
Education
Bryant University 2012 — 2016
Finance, General
Tom Baumann Tom Baumann's Fidelity Investments Experience July 2015 - Present
Job Senior Performance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments February 2013 - June 2015
Fidelity Investments August 2011 - February 2013
Fidelity Investments October 2008 - August 2011
Fidelity Investments June 2007 - October 2008
Fidelity Investments June 2006 - August 2006
Brooks Brothers June 2004 - August 2005
Skills
Microsoft Office, Building Relationships, Web Applications, Attention to Detail, Morningstar Direct, Lipper LANA, Project Management, OBIEE, Lean Process Improvement, Problem Solving, Embraces Change, Mutual Funds, Analysis, Access, Customer Service, Equities
Education
Suffolk University - Sawyer School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Finance
Northwest Catholic 2000 — 2003
Fidelity Investments July 2015 - Present
Fidelity Investments February 2013 - June 2015
Fidelity Investments August 2011 - February 2013
Fidelity Investments October 2008 - August 2011
Fidelity Investments June 2007 - October 2008
Fidelity Investments June 2006 - August 2006
Brooks Brothers June 2004 - August 2005
Skills
Microsoft Office, Building Relationships, Web Applications, Attention to Detail, Morningstar Direct, Lipper LANA, Project Management, OBIEE, Lean Process Improvement, Problem Solving, Embraces Change, Mutual Funds, Analysis, Access, Customer Service, Equities
Education
Suffolk University - Sawyer School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Finance
Northwest Catholic 2000 — 2003
Bill Pepler, CEM, CPP Bill Pepler, CEM, CPP's Fidelity Investments Experience November 2006 - March 2014
Job OPR Training Officer at Maricopa County Department of Public Health
Industry Government Administration
Experience
Maricopa County Department of Public Health March 2014 - Present
Fidelity Investments November 2006 - March 2014
New Hampshire Fire Academy 1992 - 2014
Merrimack Fire Rescue 1999 - 2006
Rockingham County Sheriff's Department 1987 - 2005
NATIONAL FIRE ACADEMY 1998 - 2004
City of Keene 1992 - 1999
Town of Exeter 1986 - 1992
Skills
Emergency Management, Law Enforcement, Fire Service Instructor, Public Safety, Incident Command, Organizational..., Corporate Security, Hazardous Materials, Firefighting, Emergency Planning, NIMS, Homeland Security, Emergency Services, Enforcement, Physical Security, Business Continuity, Disaster Response, Crisis Management, Fire Management, EMS, Investigation, Rescue, Security, Executive Protection, Fire Safety, Security Management, Leadership, Workplace Violence, Risk Assessment, Training, Contingency Planning, Criminal Justice, Surveillance, Policy, Private Investigations, Preparedness, Incident Management, Security Audits, Business Continuity..., Vulnerability Assessment, Protection, Fraud, Security Awareness, Asset Protection, Background Checks, Operational Risk..., Access Control, Risk Analysis, Information Security..., Command
Education
Golden Gate University
Master of Public Administration (MPA), Public Administration
Bryant University
Bachelor of Science (BS), Business Administration
Maricopa County Department of Public Health March 2014 - Present
Fidelity Investments November 2006 - March 2014
New Hampshire Fire Academy 1992 - 2014
Merrimack Fire Rescue 1999 - 2006
Rockingham County Sheriff's Department 1987 - 2005
NATIONAL FIRE ACADEMY 1998 - 2004
City of Keene 1992 - 1999
Town of Exeter 1986 - 1992
Skills
Emergency Management, Law Enforcement, Fire Service Instructor, Public Safety, Incident Command, Organizational..., Corporate Security, Hazardous Materials, Firefighting, Emergency Planning, NIMS, Homeland Security, Emergency Services, Enforcement, Physical Security, Business Continuity, Disaster Response, Crisis Management, Fire Management, EMS, Investigation, Rescue, Security, Executive Protection, Fire Safety, Security Management, Leadership, Workplace Violence, Risk Assessment, Training, Contingency Planning, Criminal Justice, Surveillance, Policy, Private Investigations, Preparedness, Incident Management, Security Audits, Business Continuity..., Vulnerability Assessment, Protection, Fraud, Security Awareness, Asset Protection, Background Checks, Operational Risk..., Access Control, Risk Analysis, Information Security..., Command
Education
Golden Gate University
Master of Public Administration (MPA), Public Administration
Bryant University
Bachelor of Science (BS), Business Administration
Anthony Dell'Aquila Anthony Dell'Aquila's Fidelity Investments Experience June 2014 - August 2014
Job Merill Edge Investment Specialist
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Fidelity Investments June 2014 - August 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
Travelers June 2013 - August 2013
Skills
Customer Service, Financial Services, Microsoft Excel, Management, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Underwriting, Finance, Investments
Education
Bryant University 2011 — 2015
Bachelor of Arts (BA), Finance and Economics
Scuola Lorenzo de' Medici- Study Abroad 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Bryant University
Merrill Edge June 2015 - Present
Fidelity Investments June 2014 - August 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
Travelers June 2013 - August 2013
Skills
Customer Service, Financial Services, Microsoft Excel, Management, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Underwriting, Finance, Investments
Education
Bryant University 2011 — 2015
Bachelor of Arts (BA), Finance and Economics
Scuola Lorenzo de' Medici- Study Abroad 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Bryant University
Brian Hash's Fidelity Investments Experience January 2011 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments November 2007 - August 2010
Fidelity Investments August 2005 - November 2006
Skills
Mutual Funds, Series 7, Relationship Management, Series 63, Financial Services, Investments, Retirement Planning, Wealth Management, Business Analysis, Retirement, Process Improvement, 401k
Education
Bryant University 2005 — 2007
Financial Planning
Westfield State College 1997 — 2001
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Fidelity Investments January 2011 - Present
Fidelity Investments November 2007 - August 2010
Fidelity Investments August 2005 - November 2006
Skills
Mutual Funds, Series 7, Relationship Management, Series 63, Financial Services, Investments, Retirement Planning, Wealth Management, Business Analysis, Retirement, Process Improvement, 401k
Education
Bryant University 2005 — 2007
Financial Planning
Westfield State College 1997 — 2001
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Tonya Melillo's Fidelity Investments Experience November 2007 - February 2009
Job Local Childcare Coordinator at Cultural Care Au Pair
Industry Financial Services
Experience
Cultural Care Au Pair November 2013 - Present
Mercer June 2012 - June 2015
Fidelity Investments November 2007 - February 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
State Street Research 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Training, Management, Operations Management, Six Sigma, Retirement, Defined Contribution, Pensions, Defined Benefit, Benefits Administration
Education
Bryant University 2005 — 2007
MBA, Business
Bryant University 1993 — 1997
BS Business Administration, Finance
Cultural Care Au Pair November 2013 - Present
Mercer June 2012 - June 2015
Fidelity Investments November 2007 - February 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
State Street Research 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Training, Management, Operations Management, Six Sigma, Retirement, Defined Contribution, Pensions, Defined Benefit, Benefits Administration
Education
Bryant University 2005 — 2007
MBA, Business
Bryant University 1993 — 1997
BS Business Administration, Finance
Susan (Eastwood) Poirier's Fidelity Investments Experience December 2005 - April 2007
Job Project Management Professional (PMP)
Industry Financial Services
Experience
Fiserv January 2013 - Present
Open Solutions, now part of Fiserv June 2011 - January 2013
Open Solutions September 2009 - June 2011
Pfizer Inc. May 2007 - September 2008
Fidelity Investments December 2005 - April 2007
Fidelity Investments January 2003 - December 2005
Fidelity Investments November 2000 - January 2003
Fidelity Investments October 1994 - November 2000
Skills
Business Process..., Business Analysis, Project Management, Strategy, Project Planning, Leadership, Training, SDLC, Requirements Gathering
Education
Northeastern University
Bachelor of Science (BS), Finance, Marketing
Bryant College
MBA, Management
Fiserv January 2013 - Present
Open Solutions, now part of Fiserv June 2011 - January 2013
Open Solutions September 2009 - June 2011
Pfizer Inc. May 2007 - September 2008
Fidelity Investments December 2005 - April 2007
Fidelity Investments January 2003 - December 2005
Fidelity Investments November 2000 - January 2003
Fidelity Investments October 1994 - November 2000
Skills
Business Process..., Business Analysis, Project Management, Strategy, Project Planning, Leadership, Training, SDLC, Requirements Gathering
Education
Northeastern University
Bachelor of Science (BS), Finance, Marketing
Bryant College
MBA, Management
Al Bousquet's Fidelity Investments Experience September 2011 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Pegasystems May 2009 - September 2011
Fidelity Investments September 1998 - 2009
Private Healthcare Systems September 1997 - August 1998
Applied Data Systems Inc. March 1996 - September 1997
QCC Inc October 1995 - March 1996
Gtech Corporation March 1994 - October 1995
Digital Equipment Corp. 1983 - 1993
Skills
SDLC, Agile Methodologies, Vendor Management, Data Warehousing, Requirements Analysis, Enterprise Architecture, Software Project..., SQL, Unix, Software Development, Microsoft SQL Server, Oracle, Databases, Requirements Gathering, Visio, Solution Architecture, Business Intelligence, Systems Analysis, Integration, PL/SQL
Education
Bryant University
Bachelor of Science
Fidelity Investments September 2011 - Present
Pegasystems May 2009 - September 2011
Fidelity Investments September 1998 - 2009
Private Healthcare Systems September 1997 - August 1998
Applied Data Systems Inc. March 1996 - September 1997
QCC Inc October 1995 - March 1996
Gtech Corporation March 1994 - October 1995
Digital Equipment Corp. 1983 - 1993
Skills
SDLC, Agile Methodologies, Vendor Management, Data Warehousing, Requirements Analysis, Enterprise Architecture, Software Project..., SQL, Unix, Software Development, Microsoft SQL Server, Oracle, Databases, Requirements Gathering, Visio, Solution Architecture, Business Intelligence, Systems Analysis, Integration, PL/SQL
Education
Bryant University
Bachelor of Science
Adam Bourk's Fidelity Investments Experience August 2000 - February 2009
Job Regional Relationship Manager at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM) June 2009 - Present
FIDELITY INVESTMENTS August 2000 - February 2009
Fleet Boston January 2000 - August 2000
Skills
Investments, Retirement Planning, Financial Risk, Leadership, Financial Services, Portfolio Management, Insurance, Business Development, CRM, Financial Analysis, Wealth Management, Financial Planning, Sales, Customer Service, Marketing, Sales Management, Strategic Planning, Strategy
Education
Bryant University 1998 — 2000
BS, Business management
Beaumont Capital Management (BCM) June 2009 - Present
FIDELITY INVESTMENTS August 2000 - February 2009
Fleet Boston January 2000 - August 2000
Skills
Investments, Retirement Planning, Financial Risk, Leadership, Financial Services, Portfolio Management, Insurance, Business Development, CRM, Financial Analysis, Wealth Management, Financial Planning, Sales, Customer Service, Marketing, Sales Management, Strategic Planning, Strategy
Education
Bryant University 1998 — 2000
BS, Business management
Steve O'Connell's Fidelity Investments Experience 2015 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
State Street 2011 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Scudder Investments 1996 - 2000
BayBank 1995 - 1996
Skills
Process Improvement, Risk Management, Business Planning, Trading, Team Leadership, Investments, Financial Analysis, Coaching, Series 63, Securities, Project Management, Mutual Funds, Insurance, Fixed Income, Strategy, Strategic Planning, Series 7, CRM, Management, Financial Services, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science, Finance
Fidelity Investments 2015 - Present
State Street 2011 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Scudder Investments 1996 - 2000
BayBank 1995 - 1996
Skills
Process Improvement, Risk Management, Business Planning, Trading, Team Leadership, Investments, Financial Analysis, Coaching, Series 63, Securities, Project Management, Mutual Funds, Insurance, Fixed Income, Strategy, Strategic Planning, Series 7, CRM, Management, Financial Services, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science, Finance
Alicia Korik's Fidelity Investments Experience August 2005 - Present
Job Business Intelligence Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2005 - Present
Unicom October 2003 - August 2005
Daticon June 2002 - October 2003
Skills
Oracle SQL Developer, Data Modeling, KPI Dashboards, Data Visualization, Information Delivery, Data Analytics, Business Analysis, Data Analysis, Leadership, Business Intelligence, Process Improvement, SDLC, Agile Methodologies, Business Objects, OutSystems, Tableau, CSS, JavaScript, HTML, jQuery, Visio, Rational Team Concert
Education
Bryant University 2006 — 2008
MBA, Management
Bryant University 1998 — 2002
BS, Information Systems & Marketing
Fidelity Investments August 2005 - Present
Unicom October 2003 - August 2005
Daticon June 2002 - October 2003
Skills
Oracle SQL Developer, Data Modeling, KPI Dashboards, Data Visualization, Information Delivery, Data Analytics, Business Analysis, Data Analysis, Leadership, Business Intelligence, Process Improvement, SDLC, Agile Methodologies, Business Objects, OutSystems, Tableau, CSS, JavaScript, HTML, jQuery, Visio, Rational Team Concert
Education
Bryant University 2006 — 2008
MBA, Management
Bryant University 1998 — 2002
BS, Information Systems & Marketing
Alisa Christopher's Fidelity Investments Experience 2009 - 2012
Job Consultant Finance Business Analyst
Industry Insurance
Experience
FM Global 2012 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments 2005 - 2009
Citizens Bank 2004 - 2005
Sun Life Financial 2001 - 2004
Sun Life Financial 1995 - 2001
Skills
SDLC, Process Improvement, Business Analysis, PeopleSoft, Requirements Gathering, Project Management, Financial Services, Visio, SQL, Business Intelligence, Data Warehousing, Vendor Management, Requirements Analysis, SharePoint, Program Management, Analytics, Business Requirements, Oracle, Change Management, Microsoft Office, User Acceptance Testing, Databases
Education
Bryant University 1996 — 2000
MBA, MIS
Westfield State University 1990 — 1994
Business Mgmt, Finance
FM Global 2012 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments 2005 - 2009
Citizens Bank 2004 - 2005
Sun Life Financial 2001 - 2004
Sun Life Financial 1995 - 2001
Skills
SDLC, Process Improvement, Business Analysis, PeopleSoft, Requirements Gathering, Project Management, Financial Services, Visio, SQL, Business Intelligence, Data Warehousing, Vendor Management, Requirements Analysis, SharePoint, Program Management, Analytics, Business Requirements, Oracle, Change Management, Microsoft Office, User Acceptance Testing, Databases
Education
Bryant University 1996 — 2000
MBA, MIS
Westfield State University 1990 — 1994
Business Mgmt, Finance
Brett Argall's Fidelity Investments Experience June 2010 - Present
Job Director / Senior Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments September 2005 - June 2010
Fidelity Investments June 1998 - August 2005
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Mutual Funds, Investments, Essbase, Financial Services, Forecasting, Financial Reporting, Hyperion Enterprise, Activity Based Costing, Operating Budgets, Business Planning, Process Improvement, Data Analysis, P&L Accountability, Scorecard Management, Key Performance..., Cost Accounting, Performance Metrics, Financial Metrics, Metrics Reporting, Building Relationships, Business Relationship..., MS Excel Pivot Tables, Microsoft Office, PowerPoint, Presentation Development, Company Presentations, Mentoring Of Staff, Project Management, Managerial Finance, Competitive Analysis, Data Reconciliation, Quality Control, Sales Compensation, Project Portfolio..., Analysis, Analytics, Financial Planning
Education
Bryant University 2000 — 2005
Master of Business Administration (MBA), Finance, General
Rhode Island College 1989 — 1992
Bachelor's degree, Accounting
Fidelity Investments June 2010 - Present
Fidelity Investments September 2005 - June 2010
Fidelity Investments June 1998 - August 2005
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Mutual Funds, Investments, Essbase, Financial Services, Forecasting, Financial Reporting, Hyperion Enterprise, Activity Based Costing, Operating Budgets, Business Planning, Process Improvement, Data Analysis, P&L Accountability, Scorecard Management, Key Performance..., Cost Accounting, Performance Metrics, Financial Metrics, Metrics Reporting, Building Relationships, Business Relationship..., MS Excel Pivot Tables, Microsoft Office, PowerPoint, Presentation Development, Company Presentations, Mentoring Of Staff, Project Management, Managerial Finance, Competitive Analysis, Data Reconciliation, Quality Control, Sales Compensation, Project Portfolio..., Analysis, Analytics, Financial Planning
Education
Bryant University 2000 — 2005
Master of Business Administration (MBA), Finance, General
Rhode Island College 1989 — 1992
Bachelor's degree, Accounting
Alex Coppola's Fidelity Investments Experience May 2005 - Present
Job Sr. Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
Skills
SDLC, Scrum, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Business Analysis, Requirements Analysis, Visio
Education
Bryant University 2006 — 2008
MSIS
Bryant University 2001 — 2005
CIS
Fidelity Investments May 2005 - Present
Skills
SDLC, Scrum, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Business Analysis, Requirements Analysis, Visio
Education
Bryant University 2006 — 2008
MSIS
Bryant University 2001 — 2005
CIS
Robert Milas, CFA, CAIA's Fidelity Investments Experience April 2007 - December 2008
Job Experienced Asset Manager and Product Developer
Industry Investment Management
Experience
MassMutual Financial Group March 2009 - Present
Fidelity Investments April 2007 - December 2008
MassMutual June 2005 - March 2007
Fidelity Investments September 2000 - June 2005
Fidelity Investments 1994 - 1999
Fleet Bank 1988 - 1993
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, Strategy, Retirement, Insurance, Alternative Investments, Series 7, Asset Managment, Leadership, Wealth Management, Series 63, Product Development, Project Management
Education
University of Rhode Island - College of Business Administration 1989 — 1992
Masters, Business Administration
Bryant University 1984 — 1988
BS, Accounting & Finance
MassMutual Financial Group March 2009 - Present
Fidelity Investments April 2007 - December 2008
MassMutual June 2005 - March 2007
Fidelity Investments September 2000 - June 2005
Fidelity Investments 1994 - 1999
Fleet Bank 1988 - 1993
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, Strategy, Retirement, Insurance, Alternative Investments, Series 7, Asset Managment, Leadership, Wealth Management, Series 63, Product Development, Project Management
Education
University of Rhode Island - College of Business Administration 1989 — 1992
Masters, Business Administration
Bryant University 1984 — 1988
BS, Accounting & Finance
Beth McNeff's Fidelity Investments Experience 1996 - 2000
Job Human Resources Manager at Brooks School
Industry Human Resources
Experience
Brooks School December 2014 - Present
CSMI September 2009 - December 2014
Simmons College School of Management October 2000 - 2003
Fidelity Investments 1996 - 2000
Skills
DoD, Team Building, Security Clearance, Government Contracting, Human Resources, Recruiting, Academic Advising, Project Management, Onboarding, Strategic Planning, Training, Defense, Leadership, Program Management, Security, Outlook, Customer Service, Management, Military, Army, Troubleshooting, Event Planning, PowerPoint, Microsoft Office, Process Improvement, Government, Applicant Tracking..., Counterterrorism
Education
Bryant University
Professional Certificate in Human Resource Management
Merrimack College 1991 — 1994
Fitchburg State University
BS, Marketing
Brooks School December 2014 - Present
CSMI September 2009 - December 2014
Simmons College School of Management October 2000 - 2003
Fidelity Investments 1996 - 2000
Skills
DoD, Team Building, Security Clearance, Government Contracting, Human Resources, Recruiting, Academic Advising, Project Management, Onboarding, Strategic Planning, Training, Defense, Leadership, Program Management, Security, Outlook, Customer Service, Management, Military, Army, Troubleshooting, Event Planning, PowerPoint, Microsoft Office, Process Improvement, Government, Applicant Tracking..., Counterterrorism
Education
Bryant University
Professional Certificate in Human Resource Management
Merrimack College 1991 — 1994
Fitchburg State University
BS, Marketing
Amber Grasso's Fidelity Investments Experience September 2015 - Present
Job Senior Program Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments January 2014 - September 2015
Fidelity Investments July 2012 - January 2014
Fidelity Investments July 2010 - July 2012
Fidelity Investments January 2009 - July 2010
Fidelity Investments January 2007 - January 2009
Fidelity Investments November 2005 - January 2007
JC Penney June 2005 - December 2005
Sterling Jewelers August 2002 - June 2005
Manufacturing Jewelers & Suppliers of America September 2004 - January 2005
Skills
Email Marketing, Direct Marketing, Order Fulfillment, Analytics, Market Research, Financial Services, Database Marketing, Relationship Management, Series 7
Education
Bryant University 2006 — 2008
MBA, Business Administration
University of Rhode Island 2002 — 2005
BS, Marketing, Business Administration
Fidelity Investments September 2015 - Present
Fidelity Investments January 2014 - September 2015
Fidelity Investments July 2012 - January 2014
Fidelity Investments July 2010 - July 2012
Fidelity Investments January 2009 - July 2010
Fidelity Investments January 2007 - January 2009
Fidelity Investments November 2005 - January 2007
JC Penney June 2005 - December 2005
Sterling Jewelers August 2002 - June 2005
Manufacturing Jewelers & Suppliers of America September 2004 - January 2005
Skills
Email Marketing, Direct Marketing, Order Fulfillment, Analytics, Market Research, Financial Services, Database Marketing, Relationship Management, Series 7
Education
Bryant University 2006 — 2008
MBA, Business Administration
University of Rhode Island 2002 — 2005
BS, Marketing, Business Administration
Bryan Comtois's Fidelity Investments Experience August 2000 - Present
Job Director, Asset Management Compliance
Industry Investment Management
Experience
Fidelity Investments August 2000 - Present
Skills
Bloomberg, Equities, Fixed Income, Securities, Investments, Asset Management, Financial Services, Asset Allocation, Financial Analysis, Alternative Investments, Wealth Management, Risk Management, Investment Advisory, Derivatives, Trading, Business Analysis, Banking, Credit, Financial Risk, Financial Reporting
Education
Southern New Hampshire University 2006 — 2009
M.S., Finance
Bryant University 1995 — 1999
B.S., Finance
Fidelity Investments August 2000 - Present
Skills
Bloomberg, Equities, Fixed Income, Securities, Investments, Asset Management, Financial Services, Asset Allocation, Financial Analysis, Alternative Investments, Wealth Management, Risk Management, Investment Advisory, Derivatives, Trading, Business Analysis, Banking, Credit, Financial Risk, Financial Reporting
Education
Southern New Hampshire University 2006 — 2009
M.S., Finance
Bryant University 1995 — 1999
B.S., Finance
Brian Desmarais's Fidelity Investments Experience 1998 - 2001
Job AVP at Xome
Industry Financial Services
Experience
Xome formerly Solutionstar a subsidiary of Nationstar March 2014 - Present
OCWEN - Homeward Residential 2009 - February 2014
Bear Stearns - EMC Mortgage 2002 - 2009
Fidelity Investments 1998 - 2001
Skills
Loss Mitigation, Mortgage Servicing, Portfolio Management, Process Improvement, HAMP, Analytics, Management, Loans, Business Analysis, Financial Analysis, Loan Origination, Mortgage Lending, Finance, Loan Servicing, Mortgage Banking, Credit, Risk Management, Banking, SDLC, Valuation
Education
Bryant University
BSBA
Community College of Rhode Island
ABA
Xome formerly Solutionstar a subsidiary of Nationstar March 2014 - Present
OCWEN - Homeward Residential 2009 - February 2014
Bear Stearns - EMC Mortgage 2002 - 2009
Fidelity Investments 1998 - 2001
Skills
Loss Mitigation, Mortgage Servicing, Portfolio Management, Process Improvement, HAMP, Analytics, Management, Loans, Business Analysis, Financial Analysis, Loan Origination, Mortgage Lending, Finance, Loan Servicing, Mortgage Banking, Credit, Risk Management, Banking, SDLC, Valuation
Education
Bryant University
BSBA
Community College of Rhode Island
ABA
Benjamin Leger CFA ®'s Fidelity Investments Experience January 2011 - Present
Job Vice President (Southern California) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments July 2007 - February 2011
Skills
Mutual Funds, Investments, Series 63, Series 7, 401k, Asset Allocation, Retirement Planning, Retirement, Securities, Asset Management, FINRA, Equities, Fixed Income, Defined Contribution, Retirement Plan..., AIF, MBA
Education
Bryant University
Bachelors, Finance
Bryant University
Master of Business Administration (MBA)
Fidelity Investments January 2011 - Present
Fidelity Investments July 2007 - February 2011
Skills
Mutual Funds, Investments, Series 63, Series 7, 401k, Asset Allocation, Retirement Planning, Retirement, Securities, Asset Management, FINRA, Equities, Fixed Income, Defined Contribution, Retirement Plan..., AIF, MBA
Education
Bryant University
Bachelors, Finance
Bryant University
Master of Business Administration (MBA)
Brandon Ruotolo's Fidelity Investments Experience May 2005 - August 2006
Job Land Acquisitions at American Tower
Industry Real Estate
Experience
American Tower August 2014 - Present
American Tower January 2011 - August 2014
Town of Smithfield, Rhode Island August 2009 - January 2011
Citizens Bank January 2009 - May 2009
Rhode Island Department of Environmental Management May 2008 - September 2008
Rhode Island Department of the Attorney General May 2007 - September 2007
Fidelity Investments May 2005 - August 2006
Skills
Zoning, Legal Writing, Legal Research, Licensing, Corporate Law, Commercial Real Estate, Real Estate, Contract Negotiation, Real Estate Development, Due Diligence, Mergers, Real Estate Transactions, Litigation, Telecommunications
Education
Suffolk University Law School 2006 — 2009
Juris Doctor (J.D.)
Bryant University 2002 — 2006
Bachelor's Degree, Finance
American Tower August 2014 - Present
American Tower January 2011 - August 2014
Town of Smithfield, Rhode Island August 2009 - January 2011
Citizens Bank January 2009 - May 2009
Rhode Island Department of Environmental Management May 2008 - September 2008
Rhode Island Department of the Attorney General May 2007 - September 2007
Fidelity Investments May 2005 - August 2006
Skills
Zoning, Legal Writing, Legal Research, Licensing, Corporate Law, Commercial Real Estate, Real Estate, Contract Negotiation, Real Estate Development, Due Diligence, Mergers, Real Estate Transactions, Litigation, Telecommunications
Education
Suffolk University Law School 2006 — 2009
Juris Doctor (J.D.)
Bryant University 2002 — 2006
Bachelor's Degree, Finance
Shawn Stelmak's Fidelity Investments Experience 2004 - 2014
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group 2014 - Present
Fidelity Investments 2004 - 2014
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Trust Consultants / Principal Financial Group 1994 - 1995
Skills
Team Leadership, Relationship Management, Operations Management, 401k, 403b, Capacity Management, KPI Reports, Business Planning, Process Improvement, Cost Center Management, Management, Leadership, 403 b, Strategy, CRM, Strategic Planning, Employee Benefits, Mutual Funds, Financial Services
Education
Bryant University
Bachelor's degree, Business Administration and Management, General
Bentley College
Certificate program for Pensions and Employee Benefits
Member of the ASPPA Benefits Council of Greater Cincinnati
The Newport Group 2014 - Present
Fidelity Investments 2004 - 2014
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Trust Consultants / Principal Financial Group 1994 - 1995
Skills
Team Leadership, Relationship Management, Operations Management, 401k, 403b, Capacity Management, KPI Reports, Business Planning, Process Improvement, Cost Center Management, Management, Leadership, 403 b, Strategy, CRM, Strategic Planning, Employee Benefits, Mutual Funds, Financial Services
Education
Bryant University
Bachelor's degree, Business Administration and Management, General
Bentley College
Certificate program for Pensions and Employee Benefits
Member of the ASPPA Benefits Council of Greater Cincinnati
Susan Goulet Sevigny's Fidelity Investments Experience July 1999 - December 2008
Job Accounting/Finance
Industry Financial Services
Experience
Fidelity Investments July 1999 - December 2008
Maritime Energy June 1994 - July 1999
Bank of America/Fleet Bank of Maine 1988 - 1991
Bank of America/Fleet Bank of RI 1981 - 1987
Education
Community College of Rhode Island 2009 — 2009
Certificate, ParaProfessional - Teacher Assistant
Bryant University
Management
Fidelity Investments July 1999 - December 2008
Maritime Energy June 1994 - July 1999
Bank of America/Fleet Bank of Maine 1988 - 1991
Bank of America/Fleet Bank of RI 1981 - 1987
Education
Community College of Rhode Island 2009 — 2009
Certificate, ParaProfessional - Teacher Assistant
Bryant University
Management
Stephane Marmai's Fidelity Investments Experience December 1999 - September 2010
Job Finance Professional with Business Partner Support, Forecasting & Profitability Analysis Expertise
Industry Financial Services
Experience
Harvard Vanguard Medical Associates December 2010 - Present
Fidelity Investments December 1999 - September 2010
Liberty Mutual January 1999 - December 1999
Cambridge Resource Group 1999 - 1999
Parks Canada 1988 - 1997
Skills
Budgets, Forecasting, Strategic Financial..., Business Planning, Strategy, Essbase, Strategic Planning, Project Management, Program Management, Management, Finance, Analysis, Financial Analysis, Business Process..., Project Planning, Financial Modeling, Process Improvement, Managerial Finance, Business Analysis, Financial Reporting, Management Consulting, Financial Planning
Education
Bryant University 2002 — 2004
Certificate, Project Management
Université du Québec en Outaouais 1989 — 1993
Bachelor Business Administration, Business Admin / Finance
CEGEP - Outaouais 1985 — 1988
College Education Diploma, Administrative Sciences
Harvard Vanguard Medical Associates December 2010 - Present
Fidelity Investments December 1999 - September 2010
Liberty Mutual January 1999 - December 1999
Cambridge Resource Group 1999 - 1999
Parks Canada 1988 - 1997
Skills
Budgets, Forecasting, Strategic Financial..., Business Planning, Strategy, Essbase, Strategic Planning, Project Management, Program Management, Management, Finance, Analysis, Financial Analysis, Business Process..., Project Planning, Financial Modeling, Process Improvement, Managerial Finance, Business Analysis, Financial Reporting, Management Consulting, Financial Planning
Education
Bryant University 2002 — 2004
Certificate, Project Management
Université du Québec en Outaouais 1989 — 1993
Bachelor Business Administration, Business Admin / Finance
CEGEP - Outaouais 1985 — 1988
College Education Diploma, Administrative Sciences
Aurelio Caetano's Fidelity Investments Experience 2012 - Present
Job Senior Project Manager, Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2012 - Present
EMC May 2010 - March 2012
Foster Glocester Regional Schools September 2008 - April 2010
CBE Technologies October 2005 - August 2008
UNICOM Technology Group Inc February 2002 - September 2005
Skills
Program Management, Process Improvement, Process Engineering, Vendor Management, Business Management, Customer Relations, Project Planning, Customer Satisfaction, Design Thinking, Voice of the Customer, Voice of the Customer..., E-Rate, Project Management
Education
Bryant University 1998 — 2002
MBA, Computer Information Systems
University of Rhode Island 1992 — 1996
BS, Industrial Engineering
IIL
Information Technology Project Management
Worcester Polytechnic Institute
E-commerce Technologies Certificate
Fidelity Investments 2012 - Present
EMC May 2010 - March 2012
Foster Glocester Regional Schools September 2008 - April 2010
CBE Technologies October 2005 - August 2008
UNICOM Technology Group Inc February 2002 - September 2005
Skills
Program Management, Process Improvement, Process Engineering, Vendor Management, Business Management, Customer Relations, Project Planning, Customer Satisfaction, Design Thinking, Voice of the Customer, Voice of the Customer..., E-Rate, Project Management
Education
Bryant University 1998 — 2002
MBA, Computer Information Systems
University of Rhode Island 1992 — 1996
BS, Industrial Engineering
IIL
Information Technology Project Management
Worcester Polytechnic Institute
E-commerce Technologies Certificate
Andrea Della Grotta's Fidelity Investments Experience December 2009 - Present
Job Senior Director of Control Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2009 - Present
Fidelity Investments January 2005 - December 2009
Fidelity Investments April 1999 - January 2005
Peterson Consulting 1997 - 1999
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Marketing
Fidelity Investments December 2009 - Present
Fidelity Investments January 2005 - December 2009
Fidelity Investments April 1999 - January 2005
Peterson Consulting 1997 - 1999
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Marketing
Bradford Pineault, CFA's Fidelity Investments Experience January 2014 - Present
Job Sector / ETF Investment Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments February 2006 - December 2009
Fidelity November 2002 - January 2006
Fidelity Investments February 2002 - October 2002
Fidelity Investments July 2000 - January 2002
Fidelity Investments August 1998 - June 2000
Skills
Consultative Selling, Spreadsheets, Group presentations, Sales presentations, Mutual Funds, Strategic Financial..., Series 7, 401k, Selling, Asset Management, Investments, Financial Services, Asset Allocation, Retirement Planning, Retirement
Education
Bryant University 2001 — 2005
Masters, Management
University of Massachusetts Dartmouth 1994 — 1998
Bachelor of Science (BS), Finance
Fidelity Investments January 2014 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments February 2006 - December 2009
Fidelity November 2002 - January 2006
Fidelity Investments February 2002 - October 2002
Fidelity Investments July 2000 - January 2002
Fidelity Investments August 1998 - June 2000
Skills
Consultative Selling, Spreadsheets, Group presentations, Sales presentations, Mutual Funds, Strategic Financial..., Series 7, 401k, Selling, Asset Management, Investments, Financial Services, Asset Allocation, Retirement Planning, Retirement
Education
Bryant University 2001 — 2005
Masters, Management
University of Massachusetts Dartmouth 1994 — 1998
Bachelor of Science (BS), Finance
Brendan Colten's Fidelity Investments Experience July 2010 - June 2012
Job Database Administrator at Verizon
Industry Information Technology and Services
Experience
Verizon April 2013 - Present
Verizon June 2012 - April 2013
Fidelity Investments July 2010 - June 2012
Bryant University September 2006 - September 2010
State Street May 2008 - August 2009
Skills
Oracle Database..., GoldenGate, PL/SQL, SharePoint, Troubleshooting, Windows Server, Servers, Technical Support, Windows 7, MySQL, XML, Microsoft SQL Server, IIS, Powershell, PowerPoint, Microsoft Excel, Microsoft Word, RMAN, AWR, ADDM, SQL, Unix, UNIX Utilities, Solaris, RHEL, Sametime, OneNote, DB2, ITIL v3 Foundations..., Windows XP
Education
Bryant University 2006 — 2010
B.S., Information Technology
Newburyport High School 2002 — 2006
Verizon April 2013 - Present
Verizon June 2012 - April 2013
Fidelity Investments July 2010 - June 2012
Bryant University September 2006 - September 2010
State Street May 2008 - August 2009
Skills
Oracle Database..., GoldenGate, PL/SQL, SharePoint, Troubleshooting, Windows Server, Servers, Technical Support, Windows 7, MySQL, XML, Microsoft SQL Server, IIS, Powershell, PowerPoint, Microsoft Excel, Microsoft Word, RMAN, AWR, ADDM, SQL, Unix, UNIX Utilities, Solaris, RHEL, Sametime, OneNote, DB2, ITIL v3 Foundations..., Windows XP
Education
Bryant University 2006 — 2010
B.S., Information Technology
Newburyport High School 2002 — 2006
Andrew Claeson's Fidelity Investments Experience December 1998 - January 2014
Job Retirement Plan Counselor at American Funds
Industry Investment Management
Experience
American Funds January 2014 - Present
Fidelity Investments December 1998 - January 2014
Education
Bryant University
MBA
American Funds January 2014 - Present
Fidelity Investments December 1998 - January 2014
Education
Bryant University
MBA
Brian Curtis, CPA, MPAc's Fidelity Investments Experience July 2014 - Present
Job at
Industry Accounting
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments August 2012 - July 2014
Walter & Shuffain, P.C. September 2008 - August 2012
Skills
Tax Preparation, GAAP, Tax Research, Financial Reporting, Corporate Tax, QuickBooks, General Ledger, Financial Accounting, Auditing, Accounting, Tax, Internal Controls, Financial Analysis, Revenue Recognition, SEC filings
Education
Bryant University 2008 — 2009
Masters, Professional Accountancy
University of New Hampshire 2004 — 2008
BS, Accounting
FHS 2000 — 2004
Fidelity Investments July 2014 - Present
Fidelity Investments August 2012 - July 2014
Walter & Shuffain, P.C. September 2008 - August 2012
Skills
Tax Preparation, GAAP, Tax Research, Financial Reporting, Corporate Tax, QuickBooks, General Ledger, Financial Accounting, Auditing, Accounting, Tax, Internal Controls, Financial Analysis, Revenue Recognition, SEC filings
Education
Bryant University 2008 — 2009
Masters, Professional Accountancy
University of New Hampshire 2004 — 2008
BS, Accounting
FHS 2000 — 2004
Ben Broadhurst's Fidelity Investments Experience February 2015 - Present
Job Manager, Wealth Advisor Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments November 2011 - February 2015
Fidelity Investments June 2011 - November 2011
Enterprise Rent-A-Car 2010 - 2010
Skills
Series 7
Education
Bryant University 2007 — 2011
Bachelor of Science, Finance
Fidelity Investments February 2015 - Present
Fidelity Investments November 2011 - February 2015
Fidelity Investments June 2011 - November 2011
Enterprise Rent-A-Car 2010 - 2010
Skills
Series 7
Education
Bryant University 2007 — 2011
Bachelor of Science, Finance
Brian Macomber's Fidelity Investments Experience July 2012 - Present
Job Vice President, DC Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments April 2010 - July 2012
Fidelity Investments February 2008 - February 2010
Fidelity Investments 2001 - 2008
Skills
Series 63, Series 7, 401k, Retirement, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Investments, FINRA, Investment Strategies
Education
Bryant University
Master of Business Administration (MBA), Finance, General
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments July 2012 - Present
Fidelity Investments April 2010 - July 2012
Fidelity Investments February 2008 - February 2010
Fidelity Investments 2001 - 2008
Skills
Series 63, Series 7, 401k, Retirement, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Investments, FINRA, Investment Strategies
Education
Bryant University
Master of Business Administration (MBA), Finance, General
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Alan Dube's Fidelity Investments Experience January 1997 - September 1999
Job
Industry Information Technology and Services
Experience
Randstad Technologies US June 2012 - June 2013
Thomson Reuters February 2004 - March 2012
Fairchild Semiconductor October 1999 - July 2003
Fidelity Investments January 1997 - September 1999
Watson Wyatt Worldwide September 1995 - January 1997
Trans National Communications May 1993 - September 1995
First State Management Group July 1989 - May 1993
Texas Instruments June 1987 - July 1989
Skills
Databases, Database Administration, Database Design, Data Modeling, Oracle, Microsoft SQL Server, SSIS, SSRS, Sybase, Sybase SQL Anywhere, DB2, Data Migration, Data Warehousing, Performance Tuning, PL/SQL, T-SQL, SQL, ETL, SDLC, Unix, Unix Shell Scripting, AIX, Solaris, Microsoft Applications, PowerBuilder, Windows Server, COBOL
Education
Providence College 1988 — 1991
MBA
Bryant University 1985 — 1987
BS, Computer Information Systems, magna cum laude
Community College of the Air Force 1983 — 1985
AAS, Communications Technology
Randstad Technologies US June 2012 - June 2013
Thomson Reuters February 2004 - March 2012
Fairchild Semiconductor October 1999 - July 2003
Fidelity Investments January 1997 - September 1999
Watson Wyatt Worldwide September 1995 - January 1997
Trans National Communications May 1993 - September 1995
First State Management Group July 1989 - May 1993
Texas Instruments June 1987 - July 1989
Skills
Databases, Database Administration, Database Design, Data Modeling, Oracle, Microsoft SQL Server, SSIS, SSRS, Sybase, Sybase SQL Anywhere, DB2, Data Migration, Data Warehousing, Performance Tuning, PL/SQL, T-SQL, SQL, ETL, SDLC, Unix, Unix Shell Scripting, AIX, Solaris, Microsoft Applications, PowerBuilder, Windows Server, COBOL
Education
Providence College 1988 — 1991
MBA
Bryant University 1985 — 1987
BS, Computer Information Systems, magna cum laude
Community College of the Air Force 1983 — 1985
AAS, Communications Technology
Brenda Riegel's Fidelity Investments Experience April 2001 - Present
Job Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2001 - Present
Skills
Microsoft Office, Analysis, Customer Service
Education
Bryant University 2003 — 2009
BA in English Language and Literature, General
Fidelity Investments April 2001 - Present
Skills
Microsoft Office, Analysis, Customer Service
Education
Bryant University 2003 — 2009
BA in English Language and Literature, General
Alan Ferrara's Fidelity Investments Experience July 2006 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Financial Services, Asset Management, Equities, Fixed Income, Securities, Asset Allocation
Education
Bryant University
BS, Finance
Fidelity Investments July 2006 - Present
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Financial Services, Asset Management, Equities, Fixed Income, Securities, Asset Allocation
Education
Bryant University
BS, Finance
Bill Dowd's Fidelity Investments Experience March 1999 - December 2003
Job POS Test Analyst at BJ's Wholesale Club
Industry Retail
Experience
BJ's Wholesale Club September 2012 - Present
CVS/Caremark November 2004 - September 2012
Fidelity Investments March 1999 - December 2003
Princess House January 1990 - August 1997
Skills
User Acceptance Testing, Quality Assurance, Testing, SDLC, Quality Center, Business Requirements, Requirements Gathering, Toad, Business Analysis, Requirements Analysis, Software Quality..., Test Planning, Subversion, Test Cases, Test Automation, Performance Testing, Software Documentation, Agile Methodologies, Regression Testing, Data Warehousing, System Testing, HP Quality Center
Education
Bryant College 1996 — 1998
Cert of Advanced Graduate Study, Information Systems
Fordham Gabelli School of Business
MBA, Marketing
Manhattan College
BS, Accounting
BJ's Wholesale Club September 2012 - Present
CVS/Caremark November 2004 - September 2012
Fidelity Investments March 1999 - December 2003
Princess House January 1990 - August 1997
Skills
User Acceptance Testing, Quality Assurance, Testing, SDLC, Quality Center, Business Requirements, Requirements Gathering, Toad, Business Analysis, Requirements Analysis, Software Quality..., Test Planning, Subversion, Test Cases, Test Automation, Performance Testing, Software Documentation, Agile Methodologies, Regression Testing, Data Warehousing, System Testing, HP Quality Center
Education
Bryant College 1996 — 1998
Cert of Advanced Graduate Study, Information Systems
Fordham Gabelli School of Business
MBA, Marketing
Manhattan College
BS, Accounting
Bob Duby's Fidelity Investments Experience January 1982 - September 2003
Job retired at Retired and enjoying life
Industry Leisure, Travel & Tourism
Experience
Fidelity Investments January 1982 - September 2003
Education
Bryant University
BS
Fidelity Investments January 1982 - September 2003
Education
Bryant University
BS
Anne Marie Kane's Fidelity Investments Experience November 2000 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2000 - Present
Home Loan and Investment Bank June 1996 - May 1999
Education
Bryant University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments November 2000 - Present
Home Loan and Investment Bank June 1996 - May 1999
Education
Bryant University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Tim Coletta's Fidelity Investments Experience May 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Education
Bryant University 2014 — 2018
Finance
Fidelity Investments May 2015 - Present
Education
Bryant University 2014 — 2018
Finance
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank