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
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
DTZ, a UGL company May 2013 - Present
Fidelity Investments June 2011 - August 2011
Capital Good Fund February 2011 - May 2011
Skills
Accounting, Customer Service, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Mutual Funds, Time Management, Teamwork
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments April 2013 - Present
Fidelity Investments September 2011 - April 2013
Fidelity Investments August 2008 - September 2011
Fidelity Investments June 2006 - August 2008
GTECH 2005 - 2005
Education
Bryant University 2003 — 2006
Bachelor's degree, Finance, General
North Smithfield High School
Fidelity Investments March 2015 - Present
Fidelity Investments April 2014 - March 2015
Fidelity Investments December 2013 - April 2014
Fidelity Investments November 2012 - December 2013
Skills
Series 7, Series 63
Education
Bryant University 2006 — 2011
Finance
Covidien July 2013 - Present
Covidien June 2011 - July 2013
Covidien October 2009 - June 2011
Covidien March 2008 - September 2009
Covidien December 2005 - March 2008
Massachusetts General Hospital August 2002 - December 2005
Partners HealthCare September 2001 - August 2002
Harcourt Higher Education August 2000 - September 2001
Fidelity Investments June 1999 - July 2000
Skills
Process Improvement, Management, Sarbanes-Oxley Act, Financial Analysis, Finance, Medical Devices, Forecasting, Cross-functional Team..., Financial Reporting, Strategy, Accounting, Leadership, Budgets, Internal Controls, Strategic Planning
Education
Bryant University 2007 — 2009
Master of Business Administration (M.B.A.)
Saint Anselm College 1995 — 1999
Bachelor's Degree, Accounting
American Beacon Advisors December 2013 - Present
Fidelity Investments July 2013 - December 2013
Fidelity Investments June 2010 - July 2013
Skills
Series 63, Mutual Funds, Investments, Series 7, 401k, Microsoft Excel, Microsoft Office, Marketing, Customer Service, Public Speaking, Retirement Planning, Wealth Management, Asset Allocation, Retirement
Education
Bryant University 2007 — 2011
Bachelor of Science in International Business Administration, Finance [Minor: French, International Affairs]
The Washington Trust Company June 2015 - Present
Fidelity Investments January 2015 - June 2015
The Washington Trust Company October 2014 - December 2014
Archway Investment Fund May 2014 - December 2014
Conning June 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
Army National Guard May 2007 - May 2013
InvesTrust, N.A. June 2012 - August 2012
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Microsoft Excel, Bloomberg Terminal, PowerPoint, Wealth Management, Equities, Fundamental Analysis, Data Analysis, Financial Statement..., Financial Analysis, Equity Research, Asset Management, Statistics, FactSet, VBA, SQL
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation Training Course
Fidelity Investments September 2015 - Present
Federal Concrete Inc. October 2014 - August 2015
Southbridge Savings Bank July 2013 - July 2014
McDonald's Corporation January 2013 - July 2013
Southbridge Savings Bank September 2011 - July 2012
McDonald's Corporation March 2009 - September 2011
Skills
International Business, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Banking, Research, Teamwork, Social Media, Leadership, Human Resources
Education
Bryant University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2010 — 2014
Bachelor of Science (B.S.), International Business
Pontificia Universidad Católica de Valparaíso 2012 — 2012
Spanish Language and Literature
Shepherd Hill Regional High School 2006 — 2010
High School Diploma
Fidelity Investments November 2006 - Present
Citizens Bank May 2000 - October 2006
MEDITECH April 1994 - March 2000
Skills
Outlook, Recruiting, Project Management, Financial Services, PowerPoint, Microsoft Word, Human Resources, Benefits Administration, Payroll, Onboarding, Marketing Communications, PeopleSoft, Process Improvement
Education
Bryant University 2003 — 2005
HR Manager Certificate, Human Resources Management and Services
Newbury College 1995 — 1998
Associate of Arts and Sciences (A.A.S.), Business
McKinsey & Company July 2015 - Present
Fidelity Investments January 2012 - June 2014
Fidelity Investments July 2011 - January 2012
TD Bank Group May 2010 - September 2010
Rockcliffe Lawn Tennis Club May 2009 - September 2009
Skills
Financial Modeling, Fixed Income, Investments, Strategy, Valuation, Securities, Capital Markets, Financial Analysis, Portfolio Management, Microsoft Excel, Investment Management, Mutual Funds, Corporate Finance, Hedge Funds, Data Analysis, Alternative Investments, Retirement Planning, Time Management, Microsoft Office
Education
Massachusetts Institute of Technology 2014 — 2015
Master’s Degree, Master of Finance
Bryant University 2007 — 2011
Bachelor’s Degree, Finance Major, Economics and Math Minors, Magna Cum Laude Honors
Lisgar Collegiate Institute
Hartford Investment Management July 2014 - Present
The Hartford July 2013 - July 2014
The Hartford July 2012 - July 2013
Fidelity Investments June 2011 - January 2012
Tyler Point Grille June 2008 - August 2011
Skills
Microsoft Office, Sales Presentations, Presentation Development, Financial Analysis, Portfolio Management, Risk Management, Credit Risk, Credit Analysis, Mutual Funds, Finance, Securities, Analysis, Investments
Education
Bryant University 2008 — 2012
Bachelors Of Science: Business Administration, FInance
Bryant University 2008 — 2012
Bachelor of Science, Business Administration
La Salle Academy 2004 — 2008
Bachelor of Science, Finance
Rhode Island Blood Center January 2007 - Present
Rhode Island Blood Center July 2004 - January 2007
Blue Edge Data Solutions July 2002 - July 2004
CSC June 1999 - July 2002
Fidelity Investments November 1998 - June 1999
Skills
Microsoft Sql Server 7, Microsoft Sql Server..., Microsoft Sql Server..., Microsoft Sql Server..., C#.NET, VB.NET, ASP.NET, SQL Server Integration..., SQL Server Reporting..., Oracle 8i, Oracle 9i, Oracle 10g, Java, Javascript, jQuery, VBScript, .NET, Database Design, Visual Studio, T-SQL, SQL, PL/SQL, IIS, XML, HTML, Web Services, ASP, Database Development, Visual Basic, MySQL, Application Development, DHTML, Web Applications, Databases, CSS, ADO.NET, Software Development, Microsoft SQL Server, SSRS, ETL, Database Administration, Crystal Reports, Data Warehousing, Integration, Stored Procedures, OOP, Healthcare, Data Modeling, SSIS, Project Management
Education
Bryant University 1995 — 1999
Bachelor of Science, Computer Information Systems
Fidelity Investments February 2014 - Present
Fidelity Investments July 2011 - February 2014
Fidelity Investments March 2007 - July 2011
Fidelity Investments November 2005 - March 2007
Fidelity Investments October 2000 - November 2005
Skills
Disaster Recovery, Unix, Databases, Linux, Oracle, Servers, Process Improvement, Software Project..., Project Management, PL/SQL, Vendor Management, Infrastructure, Requirements Analysis, Management, Security, Performance Tuning, Change Management, ITIL
Education
Bryant University 1982 — 1986
BS, CIS
Fidelity Investments October 2014 - Present
Fidelity Investments January 2013 - October 2014
Fidelity Investments July 2012 - December 2012
Commonwealth Financial Network May 2011 - August 2012
Bryant University September 2008 - May 2011
Skills
Social Media, Spanish, Microsoft Excel, Microsoft Office, PowerPoint, Information Security, Data Analysis, SharePoint, Financial Analysis, Analysis, Project Management, Requirements Gathering, Community Outreach, User Experience
Education
Bryant University 2008 — 2012
Bachelor of Science, International Business (BSIB); Computer Information Systems
Universitat Pompeu Fabra 2010 — 2010
Barcelona, Spain
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Research, Public Speaking, Access, Data Entry, Social Media
Education
Bryant University 2013 — 2017
Accounting, Sophomore
Braintree High School 2009 — 2013
Northeastern University College of Professional Studies September 2014 - Present
Northeastern University July 2014 - Present
Bryant University S.A.A.C September 2010 - May 2014
Fidelity Investments June 2013 - August 2013
The MENTOR Network June 2012 - August 2012
Relay for Life February 2012 - May 2012
Student Excursion January 2012 - January 2012
Enterprise Equipment Company January 2008 - January 2012
Skills
Fundraising, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Marketing
Education
Bryant University 2010 — 2014
Bachelor’s of Science, Business Administration, Finance
Boston College High School
EF Financial April 2003 - Present
Dietz and Lynch Capital 2012 - Present
P.L.A.N. - Participant Level Advice Network May 2007 - Present
Fidelity Investments February 1996 - April 2003
Skills
Financial Advisory, Investment Advisory, Retirement Planning, Securities, Financial Planning, Finance, FINRA, Mutual Funds, Investments, Wealth Management, Retirement, 401k, Financial Services, Series 7
Education
Bryant University 1991 — 1993
Business Administration, Marketing
Fidelity Investments May 2015 - Present
Fidelity Investments December 2013 - Present
Fidelity Investments November 2011 - December 2013
Fidelity Investments March 2004 - May 2010
Skills
Customer Experience, Training, Troubleshooting, Risk Management, Customer Satisfaction, Employee Stock Options, ESPP, Onboarding, Mentoring New Hires, Coaching, Series 7, Series 63, Series 9, Series 10, Supervisory Skills
Education
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Bryant University August 2015 - Present
Bryant University April 2014 - Present
Nomura Securities June 2015 - August 2015
The Hanover Insurance Group June 2014 - August 2014
Londonderry NH School District June 2009 - August 2013
Fidelity Investments July 2011 - August 2011
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration, Finance & Applied Analytics, Senior
Fidelity Investments November 2012 - Present
Fidelity Investments July 2010 - October 2012
Fidelity Investments September 2009 - May 2010
Pyramis Global Advisors June 2009 - August 2009
Putnam Investments December 2008 - May 2009
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Risk, Financial Reporting, Business Analysis, Strategy, Finance, Financial Modeling, Process Improvement, Financial Forecasting, Essbase, Risk Analysis, Internal Audit, Auditing, Business Development, Asset Management, Strategy Alignment, Strategy Execution, New Business Development, Oracle Discoverer, Control Testing, Executive Reporting, Project Management, Management Consulting, Business Strategy, Reverse Mergers, Business Planning, Competitive Analysis, Strategic Partnerships, Strategic Thinking, Financial Planning, Microsoft Excel, Microsoft Office
Education
Bryant University 2006 — 2010
BSBA, Finance, Legal Studies, Economics
Profile High School 2002 — 2006
F-Squared Investments February 2011 - Present
Nautical Retirement Plan Solutions May 2010 - February 2011
Fidelity Investments August 2006 - May 2008
Fidelity Investments June 1998 - July 2006
Skills
Retirement Planning, Personal Financial...
Education
Bryant University 1994 — 1997
Bachelor of Science, Marketing/Business
Fidelity Investments February 2014 - Present
Fidelity Investments January 2012 - January 2014
Fidelity Investments October 2006 - December 2012
Skills
Financial Services, Mutual Funds
Education
Bryant University
Bachelor of Science, Business Administration
Sensata Technologies April 2015 - Present
Consultant February 2014 - April 2015
Fidelity Investments September 2014 - March 2015
Newman YMCA 2010 - 2015
Provant June 2014 - August 2014
Bryant University February 2014 - May 2014
AAA Southern New England July 2004 - February 2014
United Way of RI Women's Leadership Council 2011 - 2011
Foster Forward August 2005 - August 2010
AAA Southern New England March 2003 - July 2004
Skills
Mentoring, Customer Service, Sales, Human Resources, Recruiting, Leadership, Training, Employee Relations, Social Networking, Public Speaking, Budgets, Event Management, Public Relations, Process Improvement, Event Planning, Team Building, Leadership Development, Management, Coaching, Community Outreach, Marketing, Social Media, Nonprofits, Strategic Planning, Payroll, Organizational..., Employee Engagement, Access, Microsoft Office, Strategy, Performance Management, Change Management, Community Development, Career Counseling, Internal Communications, Onboarding, Workshop Facilitation, Succession Planning, Organizational..., Employee Training, Talent Acquisition, Staff Development, Talent Management, Career Development, Workforce Development, Program Development, Management Development, Building Relationships, MBTI, Time Management
Education
University of Rhode Island 2007 — 2010
M.A., Education (Adult Education)
Leadership RI 2009 — 2009
Epsilon II Class
Bryant University 2006 — 2006
Certificate, Women's Institute for Leadership
Johnson & Wales University
Bachelor of Science, Marketing
Fidelity Investments June 2015 - August 2015
The Virtus Group January 2015 - May 2015
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership
Education
Bryant University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments May 2013 - February 2014
Skills
Series 7, Series 63, Equity Compensation, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Social Media, Sales, Marketing, Financial Analysis, Rule 144, Restricted Stock
Education
Bryant University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fidelity Investments June 2014 - Present
Fidelity Investments August 2011 - May 2014
Fidelity Investments July 2010 - July 2011
Fidelity Investments July 2007 - June 2010
Fidelity Investments August 2006 - June 2007
Skills
Financial Analysis, Tableau, Dashboarding, Data Visualization, SQL, Process Automation, Financial Modeling, SAS, JavaScript, HTML, VBA, Project Management, Activity Based Costing, Managerial Finance, R, Machine Learning, Microsoft Excel, Business Intelligence
Education
Bryant University 2009 — 2011
Master of Business Administration (M.B.A.), 3.81
Providence College 2002 — 2006
BS, Finance
CVS Caremark Corporation April 2014 - Present
BEACON MUTUAL INSURANCE December 2005 - February 2014
Beacon Mutual Insurance December 2005 - June 2011
CVS Pharmacy 2001 - 2005
Fidelity Investments June 1998 - November 2001
Skills
Process Improvement, Quality Assurance, Business Analysis, User Acceptance Testing, Visio, SDLC, Agile Methodologies, Project Management, Testing, Software Quality..., Management, Requirements Analysis, Integration, Requirements Gathering, Waterfall, SharePoint, Software Documentation
Education
Bryant University 2013 — 2014
Certification in progress, PMI-ACP
Rhode Island College 1993 — 1995
BA, English Literature and Creative Writing
Rhode Island College 1982 — 1986
BA, Communications
Fidelity Investments December 2012 - Present
Fidelity Investments April 2006 - December 2012
Narragansett Bay Commission April 2003 - March 2006
Skills
Corporate Finance, Financial Analysis, Mutual Funds, Strategic Financial..., Financial Modeling, Business Strategy, Management, Competitive Analysis, Team Leadership, Investments
Education
Bryant University 2007 — 2008
MBA, Management
University of Rhode Island 1995 — 2000
BS, Accounting
Fidelity Investments June 2013 - Present
John Hancock Funds February 2011 - June 2013
AXA Equitable September 2009 - February 2011
Putnam Investments January 2008 - September 2009
Skills
Series 7, Series 66, CRPC, Life & Health Insurance..., Uniform Combined State..., Mutual Funds, Retirement Planning, IRAs, 401k, Alternative Investments, FINRA, Financial Advisory, Financial Analysis, Fixed Annuities, Insurance, Investment Advisory, Investment Management, Retirement, Securities, Strategic Financial..., Variable Annuities, Asset Allocation
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Marketing
Northwestern Mutual May 2012 - Present
Fidelity Investments January 2010 - April 2012
Skills
Wealth Management..., Series 7, Retirement Planning, 401k, Investments, Disability Insurance, Life Insurance, High Net Worth..., 529 Plans, Long-term Care, Mutual Funds, Asset Allocation
Education
Bryant University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Fidelity Investments January 2014 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments August 2006 - January 2010
Fidelity Investments August 2000 - August 2006
Skills
Requirements Gathering, Vendor Management, Process Improvement, Business Requirements, Business Analysis, Project Management, Workflow Applications, Change Management, Workflow Management, PMP, Program Management, SDLC, Strategy, Visio, Requirements Analysis, Analysis, Financial Services, Strategic Planning, Software Project..., Business Process...
Education
Bryant University 2007 — 2007
PMP Certificate
Central New England College
Computer Science
Fidelity Investments July 2012 - Present
Bryant University September 2008 - July 2012
Fidelity Investments June 2011 - August 2011
Skills
PowerPoint, Excel, Access, Word, Microsoft Office, Analyzing financial..., Great communication..., Time Management, Microsoft Excel, Financial Analysis, Employee Benefits, Financial Modeling
Education
Bryant University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments August 2012 - Present
Education
Bryant University 2008 — 2009
MBA
Northeastern University 1993 — 1995
Dartmouth College 1988 — 1993
B.A.
Fidelity Investments July 2012 - Present
Rhode Island Novelty July 2010 - July 2012
Bryant University September 2009 - December 2011
Belltower Books December 2008 - December 2010
Education
Bryant University 2008 — 2011
Bachelor of Science, Computer Information Systems & Marketing
Fidelity Investments July 2013 - Present
The Gap June 2010 - June 2013
Liberty Mutual Insurance May 2011 - August 2012
Intern February 2009 - June 2009
Skills
Sales, Analysis, Human Resources, Management, Process Improvement, Quality Assurance
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Computer Information Systems and Applied Statistics
The Hartford August 2006 - Present
Fidelity Investments May 2005 - May 2006
John H Chafee Center for International Business September 2004 - May 2005
Chubb Insurance August 2003 - January 2005
Skills
Financial Analysis, Insurance, Analysis, Financial Services, Business Analysis, Process Improvement, Microsoft Office, Microsoft Excel, Customer Service, Variable Annuities, Fixed Annuities, Teamwork, Time Management, Financial Reporting, TM1, Business Objects
Education
Bryant University 2002 — 2006
Bachelor of Science, Business Administration (Finance)
CVS Health June 2015 - Present
CVS Caremark Corporation May 2013 - May 2015
iSoftStone November 2011 - April 2013
CVS Caremark Corporation May 2011 - October 2011
NHPRI October 2007 - March 2011
Stanley Works – Bostitch Division May 2005 - October 2007
Citizens Bank July 2004 - May 2005
Fidelity Investments January 2003 - July 2004
The Gillette Company (now Proctor and Gamble) January 2000 - October 2002
Colby College February 2000 - September 2001
Skills
Contract Negotiation, Accounting System, Business Analysis, Vendor Management, SDLC, Project Management, Process Improvement, Program Management, Software Project..., PMO, Requirements Analysis, Project Portfolio..., Databases, Integration, Microsoft SQL Server, Business Process, Requirements Gathering, Software Documentation, PMP
Education
Bryant University 1987 — 1993
MBA, Management
Rhode Island College 1982 — 1986
BA, Computer Science
Wellington Management July 2013 - Present
Wellington Management May 2011 - July 2013
Fidelity Investments May 2009 - May 2011
Education
Bryant University 2005 — 2009
Bachelor's, Finance
Fidelity Investments April 2015 - Present
Large Investment Firm March 2009 - April 2015
Brynn Marie Weddings & Events March 2012 - May 2014
Fidelity Investments September 2007 - March 2009
Skills
Leadership, Process Improvement
Education
North Park University 2010 — 2014
MBA, Business
Bryant University 2005 — 2007
Business Administration, Finance, Communication
Oakton Community College 2003 — 2005
Business
Maine South High School
Ipreo September 2014 - Present
Ipreo March 2013 - September 2014
Ipreo June 2011 - March 2013
Fidelity Investments June 2010 - August 2010
Ross Woodward Elementary School June 2010 - August 2010
Davis Street Interdistrict Magnet School May 2009 - July 2009
Skills
Fidessa, Product Management, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word
Education
Bryant University 2007 — 2011
Finance
Fidelity Investments August 2015 - Present
Fidelity Investments August 2011 - Present
Fidelity Investments September 2010 - August 2011
Fidelity Investments July 2008 - September 2010
Fidelity Investments July 2006 - July 2008
Fidelity Investments September 2005 - May 2006
Skills
Mutual Funds, Equities, Vendor Management, Investments, Corporate Actions, Financial Services, Business Analysis, Securities, Risk Management, Fixed Income, Bloomberg, Series 7, Alternative Investments, Relationship Management
Education
Bryant University 1997 — 2001
Haemonetics July 2013 - Present
Accenture August 2010 - April 2013
Citizens Bank December 2006 - August 2010
OneBeacon Insurance December 2004 - December 2006
Vanguard Managed Solutions October 2003 - December 2004
Fidelity Investments November 1998 - December 2003
Skills
Witness/Verint Call..., Avaya Communication..., Avaya AES, Avaya Site..., Avaya IP Telephony, Avaya, Modular Messaging, Smartpoint PBX..., Intuity, Intuity LX, Telecommunications, Data Center, Process Improvement, Vendor Management, Disaster Recovery, VoIP, Call Centers, MPLS, Managed Services, Telephony, Unified Communications, Avaya Technologies, Business Analysis, Management, Project Management, Troubleshooting, Visio
Education
Bryant University 1991 — 1995
Bachelor of Science Business Administration
Woonsocket High School 1989 — 1991
Fidelity Investments May 2002 - Present
Education
Bryant University 1997 — 2001
Fidelity Investments July 2008 - Present
Fidelity Investments June 2006 - July 2008
Fidelity Investments March 2003 - June 2006
Pioneer Investment Management August 2000 - November 2002
Skills
Risk Management, Disaster Recovery, SDLC, Process Improvement, Financial Modeling, PMP, Capacity Planning, Vendor Management, Visio, Business Analysis, Enterprise Architecture, Requirements Analysis, Project Portfolio..., ITIL, Data Center, Infrastructure
Education
Bryant University 2002 — 2006
Fidelity Investments May 2000 - Present
Skills
SDLC, Agile Methodologies, Software Development, Software Project..., Agile Project Management, Data Warehousing, SOA
Education
Bryant University 1985 — 1989
Fidelity Investments
Skills
SDLC, Capital Markets, Oracle, XML, Data Warehousing, Portfolio Management, Requirements Analysis, Risk Management, Business Analysis, Software Project..., Fixed Income, SQL, Visio, Databases
Education
Bryant University 1990 — 1995
MBA, CIS
Le Moyne College 1980 — 1984
Fidelity Investments October 2013 - Present
Fidelity Investments February 2010 - October 2013
Fidelity Investments March 2007 - February 2010
Fidelity Investments June 2006 - March 2007
Fidelity Investments October 2005 - June 2006
Skills
CIMA, Series 24, Series 7, Series 63, Mutual Funds, 401k, 529 Plans, Consultative Sales..., Project Management, Inside Sales
Education
Bryant University 2002 — 2006
Bachelor of Science
Queensland University of Technology 2005 — 2005
Bachelor of Science (B.S.)
Fidelity Investments June 2012 - Present
Brown University March 2011 - June 2012
Fidelity Investments August 2004 - March 2011
Stanley Bostitch March 2004 - August 2004
PwC January 2003 - March 2004
BearingPoint July 2002 - January 2003
Arthur Andersen Business Consulting 2000 - 2002
Arthur Andersen 1998 - 2000
Skills
SDLC, Project Management, Business Analysis, Program Management, Process Improvement, Vendor Management, Agile Methodologies, Requirements Analysis, PMP, Visio, Software Project..., Leadership, Business Requirements, Requirements Gathering, Management
Education
Bryant University
Master's degree, Computer Information Systems
Fidelity Investments October 2006 - Present
State Street Global Advisors 2000 - 2006
Skills
Strategic Financial..., Series 7, Asset Management, Retirement Planning, Mutual Funds, Asset Managment, Financial Markets, Back Office, Options, Finance, Financial Analysis, Financial Advisory, Investment Advisory, Wealth Management, Investment Management, Financial Services, Equities
Education
Bryant University 2006 — 2008
CFP, Certified Financial Planner
Northeastern University 1994 — 1999
Burrillville High School 1989 — 1993
High School
Fidelity Investments June 2011 - Present
Skills
Access, SQL, Oracle HR, Management, Relational Databases, Oracle, MS Project, HP Service Manager, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, SQL Navigator, Toad, Oracle SQL, Business Analysis, Data Analysis, Systems Analysis, Requirements Analysis, Visio, Finance, Quality Center, CodeWright, Program Management, SharePoint, Databases
Education
Southern New Hampshire University 2015 — 2019
Graduate Certificate Program
Bryant University 1999 — 2003
Master of Business Administration (M.B.A.)
Bryant University 1991 — 1995
Bachelor’s Degree
Tech Networks of Boston April 2015 - Present
Tech Networks of Boston October 2014 - April 2015
C2C Systems January 2011 - September 2014
Fidelity Investments / Veritude 2004 - 2009
Fidelity Investments December 1995 - February 2003
Stream International 1992 - 1995
Skills
Disaster Recovery, Windows Server, Virtualization, Microsoft Exchange, Active Directory, ITIL, VMware, Security, SharePoint, Data Center, Cloud Computing, Servers, Microsoft Certified..., Help Desk Support, Windows, DNS, Technical Support, TCP/IP, SAN
Education
Free Code Camp 2015 — 2017
Full Stack Web Development, Computer Software Engineering
Bryant University
Norwell High school
Brown Brothers Harriman September 2008 - Present
Fidelity Investments December 2000 - August 2008
Skills
Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Mutual Funds, Securities
Education
Bryant University 1995 — 1999
Bachelor, Finance
CVS Caremark Corporation October 2013 - Present
Fidelity Investments July 2012 - October 2013
Fidelity Investments May 2011 - June 2012
State Street November 2009 - December 2010
Fidelity Investments September 2008 - November 2008
Sapient February 2008 - September 2008
Fidelity Investments September 2006 - January 2008
Investors Bank and Trust November 2004 - September 2006
State Street April 2001 - November 2004
eCredit June 1997 - January 2001
Skills
Business Analysis, Requirements Analysis, Project Management, Requirements Gathering, Change Management, Quality Assurance, Business Requirements, Portfolio Management, Team Management, Management, Testing, SDLC, Enterprise Architecture, PMP, Software Project..., Program Management, Risk Management, Strategy, Software Documentation, Financial Services, Integration, Vendor Management, Project Portfolio..., Enterprise Software
Education
Bryant University 2005 — 2005
Certificate, Project Management
Northeastern University 1994 — 1995
Certifcate, UNIX for Business and Systems Analysis & Design
Karachi University 1988 — 1990
MBA, Finance
Fidelity Investments 1999 - 2002
Education
Bryant University 1983 — 1987
Fidelity Investments July 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments June 2010 - March 2012
Fidelity Investments August 2008 - May 2010
Fidelity Investments February 2001 - July 2008
Mesa Systems International October 1999 - February 2001
Captiva Software July 1997 - September 1999
National Computer Systems January 1995 - June 1997
Legent September 1992 - December 1994
Cadre Technologies July 1989 - September 1992
Skills
Agile Methodologies, Web Services, Test Automation, Project Management, Scrum, Software Development..., Web Technologies, Software Development, C#, Integration, Project Portfolio..., IT Strategy, Software Engineering, Testing, Business Analysis, SDLC, Enterprise Software, Management, Software Design, Enterprise Architecture, Requirements Analysis, Software Project..., Quality Assurance, Java, Java Enterprise Edition, Change Management, Leadership
Education
Bryant University 1991 — 1996
MBA, Management
Massachusetts College of Liberal Arts 1978 — 1983
B.S., Computer Science
Ludlow High School 1974 — 1978
Fidelity Investments January 2006 - Present
Bradford Soap 2004 - 2006
Oracle Corporation 1998 - 2004
Skills
Financials, Oracle Applications, Oracle E-Business Suite, ERP, Integration, Consolidation, Oracle Financials, Solution Design, Business Analysis, Systems Analysis, Requirements Analysis, Business Process, Agile, Process Improvement, Solution Architecture, Agile Methodologies, Business Intelligence, Software Project..., Data Warehousing, SDLC, IT Strategy, Vendor Management, Oracle, Software Development, PMO, Enterprise Architecture, Data Modeling
Education
Bryant University 1992 — 1996
Bachelor's degree, Accounting
Fidelity Investments 2011 - Present
Education
Bryant University 1985 — 1989
Fidelity Investments January 2001 - Present
Education
Bryant University 1987 — 1991
CVS Health July 2012 - January 2015
Silverman McGovern Staffing March 2012 - July 2012
Bryant University Executive Development Center April 2011 - September 2011
Fidelity Investments January 2006 - February 2009
Dean College November 2003 - August 2005
FleetBoston Financial July 1996 - February 2003
Skills
Administration, Process Improvement, Event Planning, Employee Relations, Microsoft Office, Fundraising, Customer Relations, Event Management, Mentoring, Research, Social Media, Vendor Relations, Purchasing
Education
Bryant University 2009 — 2010
Human Resources Management Certificate
Dean College
AS, Business
Fidelity Investments Exec. AssistantRenaMed2005 - 2007
Fleet Capital 1989 - 2004
Education
Bryant University
Certificate, Management
Katharine Gibbs
Resource Real Estate November 2011 - Present
ADP Retirement Services May 2008 - December 2011
Fidelity Investments June 2003 - May 2008
UBS Global Asset Management July 2002 - July 2003
Skills
401k, Mutual Funds, Investments, Finance, Financial Advisory, Series 63, Series 7, Retirement Planning, Asset Allocation, Series 6, Wealth Management, Asset Management, Retirement, Alternative Investments, Securities, Financial Services, Investment Advisory, FINRA, Investment Strategies, Portfolio Management
Education
Bryant University 2005 — 2007
MBA, Business
Saint Anselm College 1996 — 2000
BA, Business
Boston University
Mercer April 2015 - Present
Mercer August 2012 - March 2015
Mercer July 2009 - July 2012
Fidelity Investments May 1999 - July 2009
Skills
Vendor Management, 401k, Change Management, Process Improvement, Human Resources, Business Analysis, Project Management, Relationship Management, Call Centers, Visio, Financial Services, Program Management, Benefits Administration, Employee Benefits, Access, Analysis, Business Process..., Strategic Planning, Insurance
Education
Bryant University 1993 — 1997
Marketing
Fidelity Investments September 2009 - July 2010
Skills
Mutual Funds
Education
Bryant University
BS in business management, Management and Finance
iSoftStone October 2015 - Present
Alex and Ani March 2014 - September 2015
Fidelity Investments October 1998 - March 2014
Skills
SDLC, PMP, Software Project..., Waterfall, Requirements Gathering, PMO, Vendor Management, Business Requirements, Requirements Analysis, Agile Methodologies, Resource Management, Visio, Project Management, Project Portfolio..., Agile Project Management, Business Analysis
Education
Bryant University 1992 — 2001
CIS
Fidelity Investments April 2015 - Present
Fidelity Investments July 2009 - April 2015
Fidelity Investments May 2007 - November 2008
Fidleity investments June 2006 - May 2007
Fidelity Investments September 2004 - June 2006
Fidelity Investments May 1999 - September 2004
First Data Corporation 1998 - 1999
Mellon Financial 1989 - 1994
State Street Bank 1989 - 1994
Education
Shrewsbury High school 1980 — 1990
Nichols College 1985 — 1989
BS Business Administration, Finance
Bryant University
PMI Certificate program
Northeastern University
Web Master Certificate Program
M&O January 2009 - Present
MML Investor Services, Inc 2005 - 2009
MML Investors Services, Inc. 2004 - 2009
MassMutual Financial Group January 2004 - February 2008
Fidelity Investments 2003 - 2004
Allmerica Financial September 1998 - April 2003
Barry Murphy Co., Inc. 1990 - 1992
Skills
Insurance, Operations Management, P&L Management, Strategic Planning, Compliance, Software Project..., Project Delivery, Software Development
Education
Bryant University 1999 — 2002
MBA, Operations Management
College of the Holy Cross 1987 — 1990
BA, Mathematics
White Mountains Regional High School 1982 — 1986
High School Diploma
Fidelity Investments September 2014 - Present
Fidelity Investments October 2011 - September 2014
Fidelity Investments June 2009 - October 2011
Fidelity Investments July 2007 - June 2009
Fidelity Investments April 2005 - June 2007
Skills
Account Reconciliation, Access, Analysis, Business Process...
Education
Bryant University 1990 — 1994
Bachelor's Degree, Business Adminstration/Concentration in Comuputer Information Systems
The Baupost Group March 2011 - Present
Great Harvest Bread Company February 2008 - October 2010
Fidelity Investments February 1998 - August 2009
BankBoston 1997 - 1998
BankBoston 1995 - 1997
Corporate Software 1993 - 1995
Education
Bryant University 1995 — 1999
MBA, Finance
Rhode Island College 1988 — 1993
Bachelor of Science, Computer Information Systems
Fidelity Investments January 2012 - Present
Fidelity Investments January 2010 - December 2011
Fidelity Investments July 2008 - December 2009
Fidelity Investments December 2007 - June 2008
Fidelity Investments July 2002 - December 2007
Fidelity Investments July 2000 - June 2002
Fidelity Investments June 1998 - June 2000
Fidelity Investments May 1997 - June 1998
Skills
Agile Methodologies, SDLC, SQL, Requirements Analysis, Web Services, Databases, Software Project..., Websphere, Quality Assurance, Software Development, XML
Education
Bryant University 1994 — 1998
Bachelor of Science in Business Administration, Computer Information Systems
Fidelity Investments December 2006 - Present
Blue Cross Blue Shield September 2005 - November 2006
Liberty Mutual June 2001 - September 2005
Skills
SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Software Project..., Systems Analysis, Visio, RTC
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA
Bryant University 1997 — 2001
BSBA, Computer Info Systems
Merrill Lynch October 2008 - Present
Citizens Investment Services April 2007 - June 2008
MetLife January 2005 - April 2007
Fidelity Investments February 1999 - December 2004
Skills
401k, Investments, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Financial Services, Series 7, Series 63, Series 65, Certified Financial..., CRPC, CRPS, Broker-Dealer
Education
Bryant University 2003 — 2005
CFP Certificate Classes
University Of the West Indies
Bachelor of Science (BS), Business Administration and Management, General
Natixis Global Asset Management March 2014 - Present
Fidelity Investments July 2009 - March 2014
Citizens Bank October 2008 - June 2009
Wachovia Dealer Services January 2005 - September 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Direct Sales, Inside Sales, Sales Process, Wholesaling, PowerPoint, Certified Financial..., Series 7, Series 63, Investments, 401k, Asset Allocation, Mutual Funds, Retirement, Asset Management, Sales, Portfolio Management
Education
Bryant University 2011 — 2013
Certified Financial Planner, Financial Planning and Services
University of Rhode Island - College of Business Administration 1997 — 2001
Bachelor of Science (BS), Finance, General
CVS Caremark Corporation June 2014 - Present
UNFI March 2014 - June 2014
CVS/Caremark April 2012 - February 2014
Fidelity Investments August 2007 - April 2012
CVS July 2005 - 2007
CVS January 2001 - February 2005
CVS April 1998 - November 2001
Skills
Informatica, ETL, Unix, SQL, PL/SQL, Data Warehousing, Databases, JCL, Database Design, Control-M, COBOL, Unix Shell Scripting, Mainframe, Business Analysis, Oracle SQL, SDLC, Performance Tuning, Visio, Application Development, Shell Scripting, Database Development, Agile, AIX, Agile Methodologies, Analysis, Analytics, Business Intelligence, Business Objects, CRM, DB2, Data Migration, Data Modeling, Enterprise Architecture, Requirements Gathering, Software Development, OBIEE, Requirements Analysis, Systems Analysis, SharePoint, Microsoft SQL Server, Software Project..., Oracle, Toad, User Acceptance Testing, Test Planning, Teradata, Data Warehouse..., Data Architecture, Agile Project Management, Master Data Management
Education
Providence College 2010 — 2013
MBA, Marketing
Bryant University 1994 — 1998
BSBA, Computer Information Systems
Bishop Connolly High School 1990 — 1994
Fidelity Investments January 2012 - Present
Fidelity Investments January 2008 - December 2011
Skills
Series 63, Mutual Funds, Asset Allocation, series 7, 401k, Retirement Planning, Securities, Investments, FINRA, Retirement, Asset Management
Education
Bryant University 2003 — 2007
BS, Finance, Applied Statistics
Standish Management, LLC 2007 - Present
Standish Management, LLC 2014 - Present
Standish Management, LLC 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Skills
Private Equity, Venture Capital, Financial Reporting, Fund Accounting, Accounting, Alternative Investments, Database Administration, Software Project..., Business Analysis
Education
Bryant University 1998 — 2002
BS, Business Administration, Management
Bond University 2001 — 2001
Study Abroad
Fidelity Investments February 2012 - Present
Rhode Island Convention Center October 2011 - February 2012
Fitness Forward September 2010 - September 2011
Universal Wilde November 2009 - September 2011
Healthworks Fitness Center for Women July 2008 - October 2009
The Weight Control and Diabetes Research Center March 2007 - October 2008
Education
Bryant University
BA (Honors), Applied Psychology
Johnson & Wales University
M.B.A, Hospitality; Event Leadership
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - May 2015
Amica Mutual Insurance September 2013 - January 2014
Skills
Financial Spreadsheets, Economics, Microsoft Access, Microsoft Powerpoint, Econometrics, Risk Management, Valuation, Data Analysis, Microsoft Excel, Financial Valuation
Education
Bryant University 2010 — 2014
Bachelor's Degree, Economics, Finance
Graybar September 2014 - Present
Fidelity Investments August 2014 - September 2014
Fidelity Investments June 2013 - August 2013
7 For All Mankind July 2012 - April 2013
Tommy Hilfiger November 2011 - May 2012
Ralph Lauren October 2009 - August 2011
Skills
Sales, Customer Service, Microsoft Excel, PowerPoint, Retail Sales, Marketing, Microsoft Word, Time Management, Account Management, Inventory Management, Microsoft Office, Social Media, Public Speaking, Visual Merchandising, Merchandising, Fashion, Apparel, Trend Analysis, Loss Prevention, Trend, Fashion Design, Consumer Behaviour, Marketing Analytics, Collaboration, Leadership, Teamwork, Social Networking
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), Marketing
Fidelity Investments June 2015 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis
Education
Northeastern University
Master of Business Administration (MBA)
Bryant University 2007 — 2011
Bachelor of Science in International Business: Finance, Spanish
Universidad de Granada 2009 — 2009
Study Abroad, Spanish
Fidelity Investments February 2007 - Present
Skills
Series 7, Series 63, Series 65, Life Insurance
Education
Bryant University 2007 — 2010
Certified Financial Planner™, Financial Planning and Services
Bryant University
Business Administration, Finance
Fidelity Investments
Skills
SQL, Java, C++, Data Analysis, Programming, HTML, MySQL, JavaScript, Databases, Microsoft Excel
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Computer and Information Systems