Fidelity Investments

Industry: Financial services company

Description

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

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Fidelity Investments Employees

Employee
Years
Job
Industry
Christopher ViVenzio Christopher ViVenzio Vernon Rockville, Connecticut Details
Christopher ViVenzio's Fidelity Investments Experience May 2015 - Present
Job Technical Intern at Fidelity Investments
Industry Higher Education
Experience
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

Christine Lemme Christine Lemme West Warwick, Rhode Island Details
Christine Lemme's Fidelity Investments Experience September 2015 - Present
Job Client Experience Associate at Fidelity
Industry Marketing and Advertising
Experience
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)

Erica Vaters Erica Vaters Greater Boston Area Details
Erica Vaters's Fidelity Investments Experience October 1999 - January 2003
Job Vice President Compliance at Fidelity Institutional
Industry Financial Services
Experience
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

Charles Jenison Charles Jenison Attleboro, Massachusetts Details
Charles Jenison's Fidelity Investments Experience October 2005 - June 2014
Job Owner of Newport Yacht Chartes
Industry Maritime
Experience
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

Eric Ennes Eric Ennes Greater Boston Area Details
Eric Ennes's Fidelity Investments Experience December 2010 - May 2011
Job
Industry Investment Management
Experience
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

Cody Isdaner Cody Isdaner Gladwyne, Pennsylvania Details
Cody Isdaner's Fidelity Investments Experience June 2012 - December 2012
Job Compliance Consultant at Swayze LLC
Industry
Experience
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

Christina Ferrari Christina Ferrari Greater Boston Area Details
Christina Ferrari's Fidelity Investments Experience August 2011 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Christine Morelli, QPFC Christine Morelli, QPFC Providence, Rhode Island Area Details
Christine Morelli, QPFC's Fidelity Investments Experience April 2013 - Present
Job Senior Managing Director at Fidelity Investments
Industry Financial Services
Experience
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

Catherine Land Catherine Land Greater Boston Area Details
Catherine Land's Fidelity Investments Experience September 2014 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Christopher Lucca Christopher Lucca Providence, Rhode Island Details
Christopher Lucca's Fidelity Investments Experience December 2013 - Present
Job Senior Regional Retirement Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2013 - Present

Education
Bryant University
Finance, General

Francesca DiGisi Francesca DiGisi Franklin, Massachusetts Details
Francesca DiGisi's Fidelity Investments Experience May 2012 - December 2013
Job Business Operations Leadership Development Program at EMC
Industry Information Technology and Services
Experience
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

David Botelho David Botelho Greater Boston Area Details
David Botelho's Fidelity Investments Experience June 2015 - Present
Job Principle Systems Engineer Middleware Engineering at Fidelity Investments
Industry Information Technology and Services
Experience
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

Danielle DiFiore Danielle DiFiore Boston, Massachusetts Details
Danielle DiFiore's Fidelity Investments Experience January 2015 - Present
Job Financial Analyst IV
Industry Financial Services
Experience
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

Gregory Fasciano Gregory Fasciano Greater New York City Area Details
Gregory Fasciano's Fidelity Investments Experience January 2012 - April 2014
Job Vice President Prime Brokerage at JPMorgan Chase
Industry Financial Services
Experience
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

Gina Mollicone Costa Gina Mollicone Costa Mattapoisett, Massachusetts Details
Gina Mollicone Costa's Fidelity Investments Experience January 2014 - Present
Job Senior Instructional Designer at Fidelity Investments
Industry Financial Services
Experience
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

Daniel Sowa Daniel Sowa Lincoln, Rhode Island Details
Daniel Sowa's Fidelity Investments Experience 2008 - 2010
Job Director of Operations & Marketing
Industry Financial Services
Experience
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

Gary Koss Gary Koss Providence, Rhode Island Area Details
Gary Koss's Fidelity Investments Experience June 2015 - Present
Job Data Warehouse System Analyst at Fidelity
Industry Information Technology and Services
Experience
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

Cindy Bonenfant Cindy Bonenfant Greater Boston Area Details
Cindy Bonenfant's Fidelity Investments Experience 1997 - 2000
Job Technical Support Manager at Scribe Software
Industry Computer Software
Experience
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

CYNTHIA DeTROIA CYNTHIA DeTROIA Providence, Rhode Island Area Details
CYNTHIA DeTROIA's Fidelity Investments Experience March 2003 - January 2011
Job Administrative Assistant Dean of the College of Business at Bryant University
Industry Executive Office
Experience
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

Cindy Caldwell Cindy Caldwell Greater Boston Area Details
Cindy Caldwell's Fidelity Investments Experience January 2008 - February 2009
Job Director, Business Systems Support at Long Term Care Partners, LLC
Industry Outsourcing/Offshoring
Experience
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

Christopher Chapruet Christopher Chapruet Merrimack, New Hampshire Details
Christopher Chapruet's Fidelity Investments Experience July 2014 - December 2014
Job Technolgy Risk Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Cheryl Lyons Cheryl Lyons Greater Boston Area Details
Cheryl Lyons's Fidelity Investments Experience January 2013 - Present
Job Director Project Management at Fidelity Investments
Industry Information Technology and Services
Experience
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

Christina Littlefield Christina Littlefield Providence, Rhode Island Area Details
Christina Littlefield's Fidelity Investments Experience 1993 - 1994
Job Project and Client Management /Skilled professional experienced in ops projects, client retention, compliance oversight.
Industry Financial Services
Experience
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

Carlos A. Fragoso, CIMA®, CRPS® Carlos A. Fragoso, CIMA®, CRPS® Providence, Rhode Island Area Details
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

David Koestner, CFP® David Koestner, CFP® Nashua, New Hampshire Details
David Koestner, CFP®'s Fidelity Investments Experience June 1999 - Present
Job Vice President, Private Client Group Fidelity Investments
Industry Financial Services
Experience
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

Eileen MacIsaac Eileen MacIsaac Greater Boston Area Details
Eileen MacIsaac's Fidelity Investments Experience June 2007 - August 2007
Job Sales Manager, North America MSP at Mimecast
Industry Information Technology and Services
Experience
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

Emilio Matos Emilio Matos Hope, Rhode Island Details
Emilio Matos's Fidelity Investments Experience May 2012 - December 2012
Job POS Analyst at Hasbro
Industry Financial Services
Experience
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

Dina Cimini Gibb Dina Cimini Gibb Johnston, Rhode Island Details
Dina Cimini Gibb's Fidelity Investments Experience July 2001 - July 2011
Job Citizen's Bank HR Administrator
Industry Insurance
Experience
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

Elizabeth Ganner Elizabeth Ganner New York, New York Details
Elizabeth Ganner's Fidelity Investments Experience 2008 - 2010
Job CEO at Ganer Consulting
Industry Banking
Experience
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

Corey Daley Corey Daley Grapevine, Texas Details
Corey Daley's Fidelity Investments Experience July 2012 - Present
Job Quality Assurance Engineer
Industry Financial Services
Experience
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

Carolyn Durgin Carolyn Durgin Cumberland, Rhode Island Details
Carolyn Durgin's Fidelity Investments Experience 2000 - 2004
Job Retail Category Solutions Manager at GSK
Industry Consumer Goods
Experience
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

Carolyn Giuliano Carolyn Giuliano Hartford, Connecticut Area Details
Carolyn Giuliano's Fidelity Investments Experience June 2013 - July 2015
Job Graduate Student at Quinnipiac University
Industry Public Relations and Communications
Experience
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

Catherine Land Catherine Land Greater Boston Area Details
Catherine Land's Fidelity Investments Experience May 2010 - Present
Job Technical Intern at Fidelity Investments
Industry Information Technology and Services
Experience
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

Denise Galvin Denise Galvin Greater Boston Area Details
Denise Galvin's Fidelity Investments Experience September 2008 - Present
Job Director, Collateral Management Group
Industry Marketing and Advertising
Experience
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

Drew Johnston Drew Johnston Greater Boston Area Details
Drew Johnston's Fidelity Investments Experience 2009 - 2011
Job
Industry Insurance
Experience
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

Ellen Foisy Ellen Foisy Providence, Rhode Island Area Details
Ellen Foisy's Fidelity Investments Experience November 2010 - Present
Job Sr. Client Manager at Fidelity Investments
Industry Financial Services
Experience
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

Cheryl Holzberger Cheryl Holzberger Cumberland, Rhode Island Details
Cheryl Holzberger's Fidelity Investments Experience August 2006 - September 2010
Job Director of Accounting and Administration at Catalyst, Inc.
Industry Accounting
Experience
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

Eric Romiza Eric Romiza Greater Boston Area Details
Eric Romiza's Fidelity Investments Experience December 2004 - December 2005
Job Director for Enterprise Software at Markit
Industry Information Technology and Services
Experience
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

Christopher Alarie Christopher Alarie Greater Boston Area Details
Christopher Alarie's Fidelity Investments Experience 2000 - 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Connecticut Sun  2003 - 2007
Fidelity Investments   2000 - 2001
Pfizer  1999 - 1999

Education
Bryant University   1997 — 1999

University of Connecticut

Dawn Calvey Dawn Calvey Greater Boston Area Details
Dawn Calvey's Fidelity Investments Experience October 2005 - February 2009
Job Director at Fidelity Investments
Industry Financial Services
Experience
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

Fred Almeida Fred Almeida Providence, Rhode Island Area Details
Fred Almeida's Fidelity Investments Experience May 1999 - Present
Job Studio Performance Manager at Fidelity Investments
Industry Financial Services
Experience
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

Chris Tower Chris Tower Dallas/Fort Worth Area Details
Chris Tower's Fidelity Investments Experience September 2015 - Present
Job Director of Strategy and Program Management at Fidelity Investments
Industry Financial Services
Experience
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

David Dubin David Dubin Greater Boston Area Details
David Dubin's Fidelity Investments Experience February 2007 - November 2007
Job Project Manager at TIAACREF
Industry Financial Services
Experience
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

Dan Iacovelli Dan Iacovelli Greater Boston Area Details
Dan Iacovelli's Fidelity Investments Experience December 2005 - Present
Job Sr. Retirement Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Frank D'Ercole, MBA, PMP Frank D'Ercole, MBA, PMP Providence, Rhode Island Area Details
Frank D'Ercole, MBA, PMP's Fidelity Investments Experience July 2012 - Present
Job Vice President, Solution Delivery at Fidelity Investments
Industry Financial Services
Experience
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

Cheryl D'amico Cheryl D'amico Greater Boston Area Details
Cheryl D'amico's Fidelity Investments Experience Director Systems AnalysisFidelity Family Office Services2007 - Present
Job Director of Systems Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Director Systems AnalysisFidelity Family Office Services2007 - Present

Education
Bryant University

Chad Gallagher Chad Gallagher Greater New York City Area Details
Chad Gallagher's Fidelity Investments Experience July 2000 - June 2004
Job LEO
Industry Law Enforcement
Experience
USGOV   June 2004 - Present
Fidelity Investments   July 2000 - June 2004

Education
Bryant University   1996 — 2000
BS, CIS & Communication

Cheryl D'Amico Cheryl D'Amico Greater Boston Area Details
Cheryl D'Amico's Fidelity Investments Experience February 2010 - Present
Job at Fidelity Investments
Industry Investment Management
Experience
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

Christine Stephens Christine Stephens Greater Boston Area Details
Christine Stephens's Fidelity Investments Experience June 2012 - June 2015
Job AVP, Lead Sr. Financial Analyst at Citizens Bank
Industry Financial Services
Experience
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

Donna Cournoyer Donna Cournoyer Greater Boston Area Details
Donna Cournoyer's Fidelity Investments Experience September 2007 - June 2008
Job SVP, Head of Trust Professional & Managed Services SunGard Wealth & Retirement Administration
Industry Financial Services
Experience
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

Donald Sinclair Donald Sinclair Greater Boston Area Details
Donald Sinclair's Fidelity Investments Experience July 2008 - Present
Job Analyst at Fidelity Investments
Industry Human Resources
Experience
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

Chris Race Chris Race Providence, Rhode Island Area Details
Chris Race's Fidelity Investments Experience June 1998 - Present
Job Sr Manager Systems Services Support Management
Industry Financial Services
Experience
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

Daniel Ludwig, CFA Daniel Ludwig, CFA Greater Boston Area Details
Daniel Ludwig, CFA's Fidelity Investments Experience 1995 - 1998
Job Managing Director at Taiyo Pacific Partners
Industry Investment Management
Experience
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)

Dan Horgan, AMP Dan Horgan, AMP Greater Boston Area Details
Dan Horgan, AMP's Fidelity Investments Experience September 2001 - July 2002
Job Vice President, Loan Operations and Servicing Manager at Cape Cod Five
Industry Banking
Experience
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

Elizabeth McGeough Elizabeth McGeough Greater Boston Area Details
Elizabeth McGeough's Fidelity Investments Experience 2006 - 2009
Job Writing and Editing Professional
Industry Writing and Editing
Experience
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

Christina Chalifoux Christina Chalifoux Greater Boston Area Details
Christina Chalifoux's Fidelity Investments Experience June 2001 - Present
Job Communications Analyst at Fidelity Investments
Industry Financial Services
Experience
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

David Tinory, CFA David Tinory, CFA Greater Boston Area Details
David Tinory, CFA's Fidelity Investments Experience June 2007 - May 2008
Job Associate – Acquisitions at Beacon Capital Partners
Industry Financial Services
Experience
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

Casey Aiello Casey Aiello Greater Boston Area Details
Casey Aiello's Fidelity Investments Experience 2001 - 2006
Job Registered Dental Hygienist
Industry Hospital & Health Care
Experience
Fidelity Investments   2001 - 2006

Skills
Healthcare

Education
Bryant University   1997 — 2001

Middlesex Community College

Doreen Duffy, QPFC Doreen Duffy, QPFC Providence, Rhode Island Area Details
Doreen Duffy, QPFC's Fidelity Investments Experience January 2012 - February 2013
Job Vice President, Regional Retirement Consulting Group at Fidelity Investments
Industry Financial Services
Experience
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

Cynthia Malone Cynthia Malone Greater Boston Area Details
Cynthia Malone's Fidelity Investments Experience September 2005 - July 2007
Job Administrative Assistant (Part Time) at Tufts
Industry Education Management
Experience
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

Christopher Andrukonis Christopher Andrukonis Boston, Massachusetts Details
Christopher Andrukonis's Fidelity Investments Experience January 2013 - Present
Job Senior Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Devon Ellsworth Devon Ellsworth Worcester, Massachusetts Details
Devon Ellsworth's Fidelity Investments Experience March 2007 - December 2007
Job Market Consolidation Specialist at The Hanover Insurance Group
Industry Insurance
Experience
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

Ian Wilson Jr. Ian Wilson Jr. Greater Boston Area Details
Ian Wilson Jr.'s Fidelity Investments Experience June 2011 - July 2012
Job Analyst, Global Finance Systems at Bain & Company
Industry Financial Services
Experience
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

Garrett Kent Garrett Kent Burlington, Massachusetts Details
Garrett Kent's Fidelity Investments Experience March 2014 - Present
Job Regional Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Emily Broussard Emily Broussard Wilmington, Massachusetts Details
Emily Broussard's Fidelity Investments Experience
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Erika (Spinola) van Lingen Erika (Spinola) van Lingen Greater Boston Area Details
Erika (Spinola) van Lingen's Fidelity Investments Experience 2000 - 2009
Job Senior Retirement Consultant at Voya Financial Advisors
Industry Financial Services
Experience
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

Connor O'Sullivan Connor O'Sullivan Marshfield, Massachusetts Details
Connor O'Sullivan's Fidelity Investments Experience May 2015 - Present
Job Student at Bryant University
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present

Skills
Microsoft Excel

Education
Bryant University   2013 — 2017

Bryant University   2013 — 2017
Finance, General

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