Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Fidelity Investments May 2015 - Present
Bryant University September 2012 - Present
YMCA June 2012 - August 2012
MassConn Distributors February 2012 - August 2012
Connecticut Golfland March 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Research, Public Speaking, Leadership, Higher Education, Access
Education
Bryant University 2012 — 2016
Bachelor of Science (B.S), Business Administration, Computer Information Systems
Bryant University
Bachelor of Business Administration (B.B.A.) with a Concentration in Computer Information Systems
Fidelity Investments September 2015 - Present
Skills
Computers, Business Writing, Journalism, Organization, Communication Skills, Tenacious Work Ethic, Phone Skills, Microsoft Office, Marketing, Digital Writing, University Teaching, Determination
Education
Bryant University 2011 — 2015
Master's Degree, Communication, 3.24
Bryant University 2011 — 2013
Bachelor's Degree, Communication, General, 3.12
Community College of Rhode Island 2008 — 2011
General Studies, 2.75 (prior to transfer)
Fidelity Institutional January 2013 - Present
Fidelity Capital Markets January 2005 - January 2013
Fidelity Capital Markets January 2003 - 2005
Fidelity Investments October 1999 - January 2003
State Street Capital Markets February 1999 - October 1999
Fidelity Capital Markets September 1996 - February 1999
Fidelity Investments January 1995 - September 1996
National Association of Securities Dealers (NASD) February 1992 - January 1995
Skills
Securities, Equities, Fixed Income, FINRA, Financial Services, Prime Brokerage, Equity Trading, Securities Lending, Risk Management, Series 24, Capital Markets, Securities Regulation, Series 7, Options, Asset Management, Bloomberg, Trading, Hedge Funds, Derivatives, Compliance, Financial Markets
Education
Bryant University 1989 — 1991
BSBA, Finance
Mohegan Community College 1987 — 1989
Associate Degree, Accounting
Newport Yacht Charters July 2013 - Present
Fidelity Investments October 2005 - June 2014
Hasbro September 1985 - October 2005
Skills
Series 7, Mutual Funds, Series 63, Securities, Financial Services, Uniform Combined State..., Call Centers, Series 6, Retirement, Investments, Retirement Planning, FINRA, Wealth Management, Business Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Leadership, Strategic Planning, Coaching, Project Management, Program Management, Marketing, Team Building
Education
University of Rhode Island 2000 — 2005
Bachelor's degree, Business Administration and Management, General, cum laude
Bryant University 2000 — 2002
SCHOOL OF FINANCIAL PLANNING, Financial Planning and Services, Cum Laude
Babson Capital Management June 2011 - Present
Fidelity Investments December 2010 - May 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments 2005 - September 2008
Fidelity Investments Institutional Services 2002 - 2005
Fidelity Investments 1998 - 2002
Bank of America (Fleet Bank) 1997 - 1998
Digitas (formerly Bronner Slosberg Humphrey, Inc.) 1996 - 1997
Indepenent Financial, a division of Liberty Mutual Insurance 1993 - 1996
Pioneer Investments 1989 - 1993
Skills
Finance, Financial Analysis, Management, Financial Modeling, Investments, Financial Services, Leadership, Mutual Funds, Asset Management, Analysis, Strategic Financial..., Strategic Planning, New Business Development, Financial Planning, Equities, Budgets, Accounting, Business Strategy, Marketing, Securities, Financial Reporting, Risk Management, Project Planning, Private Equity
Education
Bryant University 1980 — 1984
BS
Dighton-Rehoboth Regional High School 1976 — 1980
HS Diploma
Swayze LLC August 2013 - Present
Fidelity Investments June 2012 - December 2012
Ardmore Banking Advisors April 2009 - August 2009
Skills
Finance, Access, Investments, Marketing Strategy, Financial Analysis, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Compliance, Sales Operations, Databases
Education
Bryant University 2011 — 2013
Bachelor of Science, Business Administration; Finance
Wagner College 2009 — 2011
Business Administration; Finance
The Episcopal Academy 2005 — 2009
Fidelity Investments August 2011 - Present
Fidelity Investments January 2010 - July 2011
Fidelity Investments July 2008 - December 2009
Fidelity Investments January 2007 - June 2008
Fidelity Investments July 2006 - December 2006
Fidelity Investments November 2004 - June 2006
Fidelity Investments July 2003 - October 2004
Fidelity Investments September 2001 - June 2003
Fidelity Investments January 1999 - August 2001
Fidelity Investments July 1998 - December 1998
Skills
Data Analysis, Business Process..., Business Analysis, Risk Management, Process Improvement, Six Sigma, Requirements Analysis, Systems Analysis, Employee Benefits, Retirement, Pensions, 401k, Microsoft Excel, Access, PowerPoint, Visio
Education
Clark University 2002 — 2005
MBA, Management
Bryant College 1993 — 1997
BS, Actuarial Mathematics
Fidelity Investments April 2013 - Present
Fidelity Investments September 2007 - April 2013
Capital Wealth Management, LLC 2004 - 2007
The Angell Pension Group, Inc. 1989 - 2004
LAMCO LLC 1980 - 1988
Skills
Defined Benefit, 401k, Retirement, Pensions, Profit Sharing, Plan Design, ERISA, Retirement Services, Plan Administration, Employee Benefits, Retirement Plan..., Pension Administration, Compliance, Disability Insurance
Education
Bryant University
Fidelity Investments September 2014 - Present
Fidelity Investments July 2011 - Present
Fidelity Investments May 2010 - May 2011
Continuum June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Negotiation, Business Analysis, Analysis, Visio, Systems Analysis, Windows 7, Requirements Gathering, SharePoint, Access
Education
Bryant University 2007 — 2011
Bachelor of International Business, Computer Information Systems
Fidelity Investments December 2013 - Present
Education
Bryant University
Finance, General
EMC July 2014 - Present
Archway Investment Fund Program September 2013 - May 2014
Academic Center for Excellence Bryant University September 2011 - May 2014
Fidelity Investments May 2012 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, Investments
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments June 2015 - Present
Fidelity Investments February 2010 - Present
Fidelity Investments January 2006 - January 2010
Fidelity Investments March 2000 - March 2006
Shore.Net March 1999 - March 2000
Open Systems Technologies June 1998 - March 1999
Endicott College 1997 - 1998
Skills
Solaris, Linux System..., iPlanet Web Server, Apache, Perl Automation, Unix Shell Scripting, WebSphere Application..., WebSphere MQ, Python, TCP/IP, Tomcat, Siteminder, SSL Certificates, Unix, Ruby, Middleware, Red Hat Linux, LDAP, High Availability, Shell Scripting, Perl, Websphere, Load Balancing, Ksh, F5 BigIP, Linux, IIS, RedHat, Web Services, Chef, Github, Vagrant, Cloudfoundry, Security
Education
Bryant University 1993 — 1997
Bachelor of Science (B.S.), Accounting
Fidelity Investments January 2015 - Present
TJX May 2013 - January 2015
Bain Capital December 2010 - May 2013
Blush Airbrush Tanning, LLC December 2010 - January 2012
HSNO October 2008 - October 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Entrepreneurship, Creative..., Accounting, Financial Reporting, Management, Project Planning, Budgets, Analysis, Financial Planning, Customer Service, Forecasting, Mergers, Microsoft Excel, Sales
Education
Bryant University 2004 — 2008
BS, Finance
JPMorgan Chase May 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments October 2006 - January 2012
Skills
Series 7, Series 63, Series 24, Securities, Prime Brokerage, Bloomberg, Equities, Fixed Income, FINRA, Hedge Funds, Alternative Investments, Mutual Funds, Financial Services
Education
Bryant University 2000 — 2004
Finance, General
The Morgan School 1996 — 2000
Fidelity Investments January 2014 - Present
Fidelity Investments May 2011 - January 2014
Fidelity Investments June 2008 - May 2011
Fidelity Investments August 2006 - May 2008
Skills
Finance, Financial Services, Investments, Mutual Funds, Series 63, Series 7
Education
Bryant University 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
College of the Holy Cross 1999 — 2003
Bachelor of Arts (BA), Economics
Sowa Financial Group, Inc. January 2015 - Present
Pawtucket Credit Union 2013 - 2014
Bank Rhode Island 2010 - 2013
Fidelity Investments 2008 - 2010
The Mortgage Group 2006 - 2008
Skills
Loans, Credit, Commercial Lending, Banking, Credit Analysis, Small Business Lending, Retail Banking, Mortgage Lending, Consumer Lending, Financial Analysis, Investments, Cross Selling, Commercial Banking, Finance, Underwriting, New Business Development, Business Development, Series 7
Education
Bryant University 2008 — 2010
Master of Business Administration (M.B.A.), Strategic Management, 3.9
Fidelity Investments June 2015 - Present
Lifespan March 2014 - May 2015
Fallon Community Health Plan (FCHP) September 2013 - December 2013
Blue Cross Blue Shield of RI October 2007 - May 2013
United Site Services October 2005 - October 2007
Fidelity Institutional Retirement Services Co September 2004 - February 2005
Bank Rhode Island March 2003 - March 2004
Financial Modeling Group LLC January 2002 - March 2003
PricewaterhouseCoopers June 2000 - July 2001
PricewaterhouseCoopers LLP June 2000 - July 2001
Skills
SAP BI, SAP Data Integrator -..., IBM DataStage, Data Warehousing, ETL, Business Intelligence, Business Objects, Data Integration, Dashboards, SAP, Data Modeling, OLAP, Web Intelligence, Dimensional Modeling, Data Marts, Data Quality, SSIS, Business Intelligence..., Data Warehouse..., Master Data Management, SAP BI/BW, Business Objects Data..., Erwin, Data Governance, SAPScript, SSRS, Netezza, Data Services, Star Schema, ERP, Data Profiling, Analysis Services, Metadata Management, SAP Portal, Data Migration, DTS, SAS Enterprise Guide EG, Dashboard, SDLC, Business Analysis, Databases, Enterprise Software, Integration, Microsoft SQL Server, Crystal Reports, Oracle, DB2, Business Requirements, SQL, Software Documentation
Education
Bryant University 2004 — 2004
Certificate, Project Management
Bryant University 2001 — 2001
Certificate, Web Development
Bryant University 1987 — 1992
MBA, Management
Bryant University 1979 — 1983
BSBA, Accounting
La Salle High School 1975 — 1979
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Scribe Software 2006 - Present
Scribe Software 2015 - 2015
Scribe Software October 2007 - August 2011
Fidelity Investments 1997 - 2000
Skills
Microsoft Dynamics, Microsoft CRM, Microsoft SQL Server, SaaS, Cloud Computing, SharePoint, Enterprise Software, CRM, Business Intelligence, Business Analysis, Integration, ERP, Professional Services, SQL, Requirements Analysis, Salesforce.com, Databases, Software Development
Education
Bryant University 1979 — 1983
BS in BA, Computer Information Systems
Bryant University June 2011 - January 2013
Fidelity Investments March 2003 - January 2011
Textron February 2000 - March 2003
Citizens Financial Group November 1992 - February 2000
Toray Plastics of America, Inc. April 1990 - November 1992
Skills
Outlook, Access, Management, Administrative..., Microsoft Excel, Analysis, Customer Service, Visio, Salesforce.com, SharePoint, Leadership, Financial Services, PowerPoint
Education
Bryant University 2004 — 2005
Certificate Business Management, Business Management
Long Term Care Partners, LLC January 2010 - Present
Fidelity Investments January 2008 - February 2009
Fidelity Investments September 2003 - December 2007
Fidelity Investments November 2001 - August 2003
Fidelity Investments January 2000 - October 2001
Fidelity Investments February 1999 - January 2000
Fidelity Investments February 1998 - February 1999
Fidelity Investments July 1997 - February 1998
The Foxboro Company 1980 - 1997
Skills
Process Improvement, Vendor Management, Customer Service, Management, Leadership, Program Management, Outsourcing, Strategy, SDLC, Requirements Analysis, CRM, Business Process..., Human Resources
Education
Bryant University 1977 — 1980
Bachelor of Science, Business Administration
Fidelity Investments July 2014 - December 2014
Fidelity Investments May 2013 - August 2013
Skills
PowerPoint, Computers, Databases, Microsoft Office, Access, Teamwork, Team Management, Leadership, SharePoint, HTML scripting, Web Design, Windows, Visual Basic, Visio, Microsoft Excel, Microsoft Word, Public Speaking, Research
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Computer Information Systems and Global Supply Chain Management
Fidelity Investments January 2013 - Present
Fidelity Investments November 2011 - December 2012
Fidelity Investments January 2011 - November 2011
Fidelity Investments January 2006 - January 2011
Fidelity Investments April 2003 - January 2006
Fidelity Investments November 2000 - March 2003
Fidelity Investments June 1999 - October 2000
Skills
Project Management, Analysis, Negotiation, Process Improvement, Production Support, Testing, SDLC, PMP, Vendor Management, Visio, Business Analysis, JCL, Requirements Analysis, Requirements Gathering, Business Requirements
Education
Clark University 2003 — 2008
MBA, Management
Bryant University 1995 — 1999
Finance and CIS
Ann & Hope 2010 - 2014
Manpower 2009 - 2009
Private home health care 2000 - 2009
Securities Training Corportation 1997 - 2000
Storer, Damon and Lund 1994 - 1996
Fidelity Investments 1993 - 1994
American Express/The Boston Company 1988 - 1993
Investors Bank & Trust Co. (former Bank of New England unit) 1983 - 1988
IBT, Brown Brothers Harriman 1978 - 1983
Onboard Legal Services 1977 - 1978
Skills
Financial Services, Client Relations, Client Expectations..., Project Management, Process Improvement, Challenge Driven, Problem Solving, Collaborative Problem..., Analytical Skills, Team Building, Microsoft Office, Quick Study, Written Communication, Oral Communication, Stock Market, Mutual Funds, Marketing Strategy, Report Writing, Creative Writing, Retail Sales Analysis, Fund Administration, Fund Accounting, Account Reconciliation, Transfer Agency, Bank Reconciliation, Architectural History, Interior Design, Inventory Management, Retail Displays, Legal Compliance, Healthcare
Education
University of Massachusetts Dartmouth
Bachelor of Science, Liberal Arts - Pre Law Major/ Design Minor
Bryant University
Certification, Project Management
Community College of Rhode Island
Certification, Nursing Assistant
Rhode Island School of Design 1996 — 1997
History of Architecture and Preservation Architecture Studies
John Hancock Computer Programming Consortium
Cobol and JCL Programming
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 June 1999 - Present
Skills
Series 63, Series 7, Wealth Management, Asset Allocation, Mutual Funds
Education
Bryant University 1995 — 1999
Bachelor of Science, Finance and Economics
Mimecast April 2015 - Present
Mimecast October 2013 - Present
Mimecast July 2013 - September 2013
Work 'n Gear February 2011 - June 2013
TJX July 2008 - December 2010
Banneker Industries September 2007 - May 2008
Fidelity Investments June 2007 - August 2007
Skills
Retail, Merchandising, Marketing, Sales, Apparel, Time Management, Marketing Strategy, Social Media, Social Media Marketing, Social Media Measurement, Merchandise Planning, Advertising, Strategy, Visual Merchandising, Training, Social Media Strategist, Event Management, Analysis, Management, Email Marketing, Store Management, Forecasting, Team Leadership, Pivot Tables, Account Management, Organizational..., Microsoft Excel, Fashion, Profit, Inventory Management, Budgets, Assortment, E-commerce, Trend Analysis, P&L Management, Organization, Organizational..., MS Excel Pivot Tables
Education
Bryant University 2004 — 2008
Business Administration, Marketing
Hasbro March 2014 - Present
Boston Capital January 2014 - March 2014
Brown Brothers Harriman December 2012 - January 2014
Fidelity Investments May 2012 - December 2012
Coventry Credit Union June 2010 - February 2011
Skills
Operational Planning, Operations Management, Market Research, International Tax, Marketing Management, Account Management, Account Reconciliation, Finance, Microsoft Excel, PowerPoint, Corporate Actions, Leadership, Financial Services, Accounting
Education
Bryant University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Wheelock College 2007 — 2009
Political Science and Government
Citizens Bank June 2015 - Present
New York Life Insurance Company March 2015 - June 2015
CRICO September 2012 - May 2013
Fidelity Investments July 2001 - July 2011
Skills
Project Coordination, Outlook, Leadership, Event Planning, Administrative..., Travel Arrangements, Calendaring, Administrative..., Microsoft Excel, PowerPoint, Expenses, Microsoft Office, Microsoft Word, SharePoint, Calendars, Confidentiality, Customer Service, Event Management, Budgets
Education
Bryant University
Certificate Project Management
Rhode Island School of Design
Digital photography, Photography
Ganer Consulting 2010 - Present
Fidelity Investments 2008 - 2010
Deloitte 2005 - 2008
Skills
Open-mindedness, People-oriented, hardworking
Education
UNLV 2001 — 2005
Master's degree, Finance, General
Bryant College 1999 — 2001
Bachelor's degree, General Studies
Fidelity Investments July 2012 - Present
FM Global 2011 - 2012
OLC (Ocean Lure Concepts) Inc October 2009 - October 2010
Harwich Recreation June 2007 - September 2010
Colleen Degnan-Daley April 2005 - September 2007
Skills
JavaScript, Java, SQL Server, Quality Assurance, Visual Basic, HTML, Quality Center, RTC, Business Analysis, SharePoint, Eclipse
Education
Bryant University 2008 — 2012
Bachelor of Science, Information Technology
Harwich High School 2004 — 2008
Graduated, 2008
GSK July 2015 - Present
Novartis Consumer Health April 2013 - July 2015
Novartis Consumer Health August 2010 - April 2013
Retail Solutions, Inc. October 2004 - August 2010
Fidelity Investments 2000 - 2004
Skills
Cross-functional Team..., Competitive Analysis, Consumer Products, Forecasting, Customer Insight, Analytics, Shopper Marketing, Market Analysis, Marketing Strategy, Segmentation, Trade Marketing, FMCG
Education
Bryant University 1996 — 2000
BS, Applied Actuarial Mathematics
Fidelity Investments June 2013 - July 2015
Fidelity Investments May 2012 - August 2012
Home Loan Investment Bank February 2012 - May 2012
Skills
Marketing
Education
Quinnipiac University
Master of Science (MS), Public Relations
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Applied Statistics
East Catholic High School 2005 — 2009
Fidelity Investments May 2010 - Present
Design Continuum June 2008 - May 2010
Vigilant Enterprise Solutions June 2007 - August 2009
MAJIC, Inc June 2006 - May 2008
Education
Bryant University 2007 — 2011
Bryant University
Bachelor of Science, International Business Administration; Computer Information Systems
Fidelity Investments September 2008 - Present
Great Source, a division of Houghton Mifflin December 2007 - August 2008
Fidelity August 2006 - November 2006
Fidelity Investments 2000 - 2006
Skills
Marketing Communications, Email Marketing, Financial Services, Vendor Management, Integrated Marketing, Marketing Strategy, Competitive Analysis, Business Analysis, Product Marketing, Marketing Management
Education
Bryant University 1989 — 1993
Bachelor of Science (BS), Marketing
Mercer 2014 - Present
Liberty Mutual Insurance 2011 - 2014
Fidelity Investments 2009 - 2011
Fidelity Investments 2007 - 2009
CVS Pharmacy 2005 - 2007
Deloitte Consulting 1997 - 2005
Oxford Health Plans 1995 - 1996
Skills
Management, Risk Management, Financial Analysis, Insurance, Financial Modeling, Portfolio Management, Corporate Finance, Valuation, Essbase, Securities, Mergers, Analytics, Business Analysis, Equities, Mergers & Acquisitions, Forecasting, Operational Excellence, Team Building, Management Consulting, Program Management, Finance, Private Equity, Bloomberg, Strategy, Financial Services, Asset Management, Investments, Due Diligence, Competitive Analysis, Strategic Financial...
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA
Bryant College 1991 — 1995
BSBA
Fidelity Investments November 2010 - Present
Fidelity Investments November 2009 - November 2010
Fidelity Investments August 2004 - June 2010
Fidelity Investments July 1999 - August 2004
Education
Bryant University 2002 — 2006
BS
Catalyst, Inc. March 2015 - Present
State of Rhode Island, Office of Revenue Analysis July 2012 - February 2015
Fidelity Investments August 2006 - September 2010
Self-Employed February 2002 - July 2006
Residential Title Services 2002 - 2003
Fleet Capital Leasing, now known as Bank of America Leasing December 2000 - November 2002
Hasbro June 2000 - December 2000
LGC&D June 1998 - June 2000
Equity Ventures LLC November 1992 - September 1994
Rumford Insurance Companies October 1988 - November 1992
Skills
Tax Law, Tax, Income Tax, Corporate Tax, Finance, Accounting, QuickBooks, Account Reconciliation, Financial Reporting, Financial Analysis, Strategic Financial..., Financial Planners, Internal Controls, Financial Services, Creative Problem Solving, SAS Enterprise Guide, Due Diligence, Microsoft Excel, GAAP
Education
New England Law Boston 1994 — 1997
JD, Taxation
Bryant University 1983 — 1987
Bachelor of Science, Business Administration, concentration in Accounting
Markit April 2014 - Present
Fidessa 2007 - April 2014
Latentzero January 2005 - January 2007
Fidelity Investments December 2004 - December 2005
Fidelity Investments May 2001 - December 2004
Thomson Financial May 1999 - May 2001
Skills
Financial Markets, Trading Systems, Electronic Trading, Order Management, Equity Trading
Education
Bryant University 1995 — 1999
Bachelor of Science (B.S.), Finance
Connecticut Sun 2003 - 2007
Fidelity Investments 2000 - 2001
Pfizer 1999 - 1999
Education
Bryant University 1997 — 1999
University of Connecticut
Fidelity Investments October 2005 - February 2009
Fidelity Investments November 2002 - October 2005
Fidelity Investments February 1999 - November 2002
Fidelity Investments November 1998 - February 1999
Fidelity Investments June 1996 - November 1998
Education
Bryant University 1992 — 1996
Bachelor's degree, Finance
Fidelity Investments May 1999 - Present
Skills
Process Improvement, Marketing Strategy, InDesign, Vendor Management, Marketing, Program Management
Education
Bryant University 2004 — 2008
B.S., Management
Ponaganset High School
Ponaganset High School
Ponaganset High School
Fidelity Investments September 2015 - Present
Fidelity Charitable October 2013 - September 2015
Fidelity Investments October 2011 - September 2013
Fidelity Investments January 2009 - October 2011
Fidelity Investments January 2008 - December 2008
Fidelity Investments February 2006 - December 2007
Fidelity Investments February 2005 - February 2006
Fidelity Investments June 2004 - February 2005
Education
Bryant University 2000 — 2004
Bachelor of Science in Business Administration, Finance
TIAA-CREF May 2015 - Present
DST Retirement Solutions March 2013 - May 2015
Mercer Investment Consulting October 2010 - March 2013
Barnes & Noble 2009 - 2011
DailyAccess Corporation April 2008 - May 2009
DailyAccess Corporation April 2008 - May 2009
Fidelity Investments February 2007 - November 2007
Fidelity Investments October 2006 - February 2007
Fidelity Investments May 2002 - September 2006
Fidelity Investments September 2000 - April 2002
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Customer Service, Microsoft Word, Employee Benefits, Sales, Investments, Customer Satisfaction, Microsoft Excel, Conversion Optimization, Access, Training, Finance, Leadership
Education
Bryant University Graduate School 2001 — 2005
Degree: Master, Business Administration
Bryant University 2000 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Management
University of Massachusetts; Isenberg School of Management 1989 — 1993
Degree: Bachelor, Business Administration; Management
Baker Elementary School
Brookline high School
The Larkin Company Realtors July 2014 - Present
Town of Hopedale April 2013 - Present
Fidelity Investments December 2005 - Present
Mendon Area Real Estate September 2012 - July 2014
Town of Hopedale May 2011 - June 2014
Bissanti Realty April 2011 - September 2012
Town of Hopedale October 2009 - May 2011
Associated Credit Services January 2004 - December 2005
Skills
401k, Mutual Funds, Retirement Planning, Investments, Series 63, IRAs, Process Improvement, Project Management, Series 7, Retirement, Management, Business Strategy, 529 Plans
Education
Bryant University 2008 — 2009
Business Management
Bryant University 2008 — 2008
Business Strategies for the NonProfit Enterprise
Nipmuc Regional High School 1992 — 1996
Diploma
Fidelity Investments July 2012 - Present
Fidelity Investments December 2006 - August 2012
CIBER March 1999 - November 2006
Hills Department Stores 1988 - 1999
Education
Bryant College 1989 — 1993
Master of Business Administration (MBA)
Bryant College 1984 — 1988
Bachelor of Science (BS), Business Administration
Fidelity Investments Director Systems AnalysisFidelity Family Office Services2007 - Present
Education
Bryant University
USGOV June 2004 - Present
Fidelity Investments July 2000 - June 2004
Education
Bryant University 1996 — 2000
BS, CIS & Communication
Fidelity Investments February 2010 - Present
Fidelity Investments August 2007 - November 2009
Fidelity Investments May 1995 - July 2007
Allmerica Financial April 1994 - May 1995
The Boston Company 1987 - 1991
Skills
Project Management, SDLC, Software Project..., Program Management, Vendor Management, Management, Systems Analysis, Agile Project Management, Business Analysis, Agile Methodologies, Process Improvement, Project Delivery, Project Portfolio...
Education
Bryant University 1978 — 1982
BS in BA, Systems Management with minor in Mathematics
Grafton High School 1975 — 1978
Citizens Bank June 2015 - Present
Fidelity Investments June 2012 - June 2015
Fidelity Investments December 2008 - June 2012
Fidelity Investments June 2007 - December 2008
Fidelity Investments January 2007 - June 2007
Skills
Financial Analysis, Essbase, Financial Modeling, Finance, Financial Forecasting, Corporate Finance, Variance Analysis, Financial Reporting, Expense Management, Oracle, Hyperion Enterprise, Microsoft Office, Financial Accounting, Managerial Finance
Education
Bryant University
B.S., Finance
SunGard Financial Systems, Wealth & Retirement Administration February 2011 - Present
Acadia Trust, N.A. / Camden National Corp. March 2009 - February 2011
Fidelity Investments September 2007 - June 2008
Fidelity Investments March 2001 - June 2008
Advisor Technology Services, a Fidelity Investments Company August 1999 - March 2001
Advisor Technology Services, a Fidelity Company September 1995 - August 1999
Bank of Boston June 1987 - September 1995
Skills
Wealth Management, Project Management, Investments, Vendor Management, Product Management, Strategy, Mutual Funds, Business Development, Program Management, Financial Services, Management, Securities, Business Analysis, Finance, Executive Management
Education
Bryant University 1984 — 1987
BS in BA, Business, Marketing and Finance
Fidelity Investments July 2008 - Present
Fidelity Investments July 2006 - June 2008
Fidelity Investments April 2005 - June 2006
Education
Bryant University 2000 — 2004
BSBA, Actuarial Science
Fidelity Investments June 1998 - Present
Skills
Business Analysis, SDLC, Visio, Disaster Recovery, Requirements Analysis, Requirements Gathering, Vendor Management, Unix, ITIL, Agile Methodologies, SQL, Access, Production Support, Systems Analysis, Data Warehousing, Windows Server, SharePoint, Active Directory, Servers, Process Improvement
Education
Bryant University 1995 — 1999
Bachelor of Science, Computer Information Systems
Taiyo Pacific Partners 2012 - Present
Swan Capital Management 2011 - 2012
Mountain Pacific Group 2009 - 2010
Geode Capital Management 2005 - 2008
Metropolitan West Asset Management 2001 - 2005
PIMCO 1998 - 2001
Fidelity Investments 1995 - 1998
Credit Suisse First Boston 1992 - 1995
Skills
Fixed Income, Equities, Emerging Markets, Commodity, Portfolio Management, Mutual Funds, Investments, Asset Managment, Alternative Investments, Trading, Financial Analysis, Hedge Funds, Asset Allocation, New Business Development, Due Diligence
Education
Cornell University 1979 — 1981
BS, Electrical Engineering
Ithaca College 1976 — 1979
BA, Physics
Bryant University 1984 — 1986
Master of Business Administration (MBA)
Cape Cod Five November 2012 - Present
HarborOne Credit Union May 2003 - November 2012
Fidelity Investments September 2001 - July 2002
BankBoston 1990 - 2000
Skills
Loans, Banking, Compliance, Mortgage, Risk Management, Mortgage Lending, Credit Risk, Mortgage Banking, Real Estate, Commercial Lending, Sales, Credit Analysis, Credit, Mortgage Servicing
Education
Bryant University 2001 — 2001
Certificate, Web Design
Johnson & Wales University 1986 — 1989
B.S., Management/ Finance
Hartwick College 1985 — 1986
Management
TASIS England 1982 — 1985
College Prep
AIS 1981 — 1985
HS
eClinicalWorks January 2014 - Present
GTECH 2009 - 2012
Fidelity Investments 2006 - 2009
Fidelity Investments 2000 - 2006
Fidelity Investments 1997 - 2000
Systems Engineering Associates (SEA Corp) 1995 - 1997
General Dynamics Information Technology (then GTE Government Systems) 1981 - 1991
Skills
Proofreading, Creative Writing, Editing, Freelance Writing, Non-fiction, Journalism, Web Content, Outlook, Copywriting, Editorial, Fact-checking, Technical Writing, Grammar, Content Writing, Research, Text Editing, Content Management, FrameMaker, Marketing Copy
Education
Blackstone-Millville Regional High School 1967 — 1971
High school, College prep
Bryant University
Graduate Studies in Marketing
Rhode Island College
Bachelor of Arts (BA), English, Secondary Education
Fidelity Investments June 2001 - Present
Fidelity Investments April 2000 - June 2001
Fidelity Investments May 1999 - March 2000
Fidelity Investments April 1998 - April 1999
Fidelity Investments June 1997 - March 1998
Education
Bryant University 1995 — 1997
Bachelor of Science in Business Administration, Management
Dean College 1993 — 1995
Associate Degree in Science, Small Business Management
Beacon Capital Partners July 2014 - Present
Beacon Capital Partners March 2012 - July 2014
Beacon Capital Partners October 2010 - February 2012
Cambridge Associates June 2008 - October 2010
Fidelity Investments June 2007 - May 2008
Education
Bryant University 2004 — 2008
Bachelors of Science in Business Administration, Finance
Bishop Feehan High School 2000 — 2004
Fidelity Investments 2001 - 2006
Skills
Healthcare
Education
Bryant University 1997 — 2001
Middlesex Community College
Fidelity Investments January 2012 - February 2013
Fidelity Investments September 2008 - January 2012
Fidelity Investments January 2006 - September 2008
Fidelity Investments September 2004 - January 2006
Fidelity Investments February 2003 - September 2004
Fidelity Investments July 2002 - January 2003
Skills
Series 7, Retirement Plan...
Education
Bryant University 1996 — 2000
Fi360
AIF ® Certification
Tufts April 2008 - Present
Fidelity Investments September 2005 - July 2007
GE Commercial Finance April 2000 - January 2004
Skills
Team Leadership, Contract Administration, Customer Vendor..., Coaching, Training,..., Employee Relations..., •Manage, appraise and..., Process Improvements, Streamlining Operations, Office Administration..., Highly Computer Literate, Relationship Management, Outlook
Education
Bryant College
BS, MIS
Fidelity Investments January 2013 - Present
Fidelity Investments January 2011 - January 2013
Fidelity Investments January 2010 - December 2010
Fidelity Investments July 2009 - December 2009
Fidelity Investments September 2008 - June 2009
Fidelity Investments May 2008 - August 2008
Skills
Quality Assurance, SDLC, Software Documentation
Education
Bryant University 2005 — 2009
BA, Computer Informations Systems, LGLS
The Hanover Insurance Group July 2013 - Present
The Hanover Insurance Group May 2011 - July 2013
Nadastra January 2008 - October 2010
Fidelity Investments March 2007 - December 2007
Fidelity Investments February 2005 - March 2007
ClearPoint October 2003 - February 2005
Skills
Process Improvement, Business Analysis, Business Process..., Financial Analysis, Project Management, Change Management, Microsoft Excel, Vendor Management, Access, Insurance, Customer Service, Strategic Planning, Microsoft Office, Program Management, Finance, Employee Benefits
Education
Bryant University
Bachelor's Degree, Marketing and Psychology
Bain & Company July 2012 - Present
Fidelity Investments June 2011 - July 2012
Fidelity Investments January 2008 - June 2011
Fidelity Investments June 2007 - January 2008
Skills
Financial Analysis, Corporate Finance, Finance, Business Intelligence, Process Improvement, Financial Modeling, Mutual Funds, Financial Reporting, Asset Managment
Education
Bryant University 2003 — 2007
BS, Finance
Malden Catholic High School 1999 — 2003
Fidelity Investments March 2014 - Present
Rhode Island Public Expenditure Council February 2012 - May 2012
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics
Fidelity Investments
Skills
Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, SDLC, Business Intelligence
Education
Bryant University 1994 — 1998
Bachelor's degree, Computer and Information Sciences, General
Voya Financial Advisors 2012 - Present
Merrill Lynch 2009 - 2012
Fidelity Investments 2000 - 2009
Education
Bryant University 2007 — 2009
CFP Candidate
Salve Regina University 1996 — 1999
Bachelor of Arts (BA), Psychology
Fairfield University 1995 — 1996
Fidelity Investments May 2015 - Present
Skills
Microsoft Excel
Education
Bryant University 2013 — 2017
Bryant University 2013 — 2017
Finance, General