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

Fidelity Investments Employees

Employee
Years
Job
Industry
Nick Testa Nick Testa Northborough, Massachusetts Details
Nick Testa's Fidelity Investments Experience June 2011 - August 2011
Job Billing Specialist at DTZ, a UGL company
Industry Financial Services
Experience
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

Mike Thibeault Mike Thibeault Providence, Rhode Island Area Details
Mike Thibeault's Fidelity Investments Experience April 2013 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Paul Ouellet Paul Ouellet Providence, Rhode Island Area Details
Paul Ouellet's Fidelity Investments Experience March 2015 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Paul Holton Paul Holton Minneapolis, Minnesota Details
Paul Holton's Fidelity Investments Experience June 1999 - July 2000
Job Controller at Covidien
Industry Medical Devices
Experience
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

Robyn Gardner Robyn Gardner Dallas/Fort Worth Area Details
Robyn Gardner's Fidelity Investments Experience July 2013 - December 2013
Job Internal Wholesaler at American Beacon Advisors
Industry Financial Services
Experience
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]

Michael Foust Michael Foust Narragansett, Rhode Island Details
Michael Foust's Fidelity Investments Experience January 2015 - June 2015
Job Research Associate at The Washington Trust Company
Industry Financial Services
Experience
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

Robert Gingras Robert Gingras Charlton, Massachusetts Details
Robert Gingras's Fidelity Investments Experience September 2015 - Present
Job Financial Advisor Operations Representative at Fidelity Investments
Industry International Affairs
Experience
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

Lori Diebling Lori Diebling Greater Boston Area Details
Lori Diebling's Fidelity Investments Experience November 2006 - Present
Job Sr. Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
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

Nicholai Hill Nicholai Hill Greater Boston Area Details
Nicholai Hill's Fidelity Investments Experience January 2012 - June 2014
Job Research Analyst at McKinsey & Company
Industry Financial Services
Experience
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

Matthew Minese Matthew Minese Hartford, Connecticut Area Details
Matthew Minese's Fidelity Investments Experience June 2011 - January 2012
Job Investment Grade Analyst Asst. Research Analyst at Hartford Investment Management
Industry Financial Services
Experience
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

Matthew Batalon Matthew Batalon Providence, Rhode Island Area Details
Matthew Batalon's Fidelity Investments Experience November 1998 - June 1999
Job Manager of Software and Database Development at Rhode Island Blood Center
Industry Information Technology and Services
Experience
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

Paul Behling Paul Behling Greater Boston Area Details
Paul Behling's Fidelity Investments Experience February 2014 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Peter Mariner Peter Mariner Greater Boston Area Details
Peter Mariner's Fidelity Investments Experience October 2014 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Nora Doherty Nora Doherty Braintree, Massachusetts Details
Nora Doherty's Fidelity Investments Experience May 2014 - August 2014
Job Student at Bryant University
Industry Accounting
Experience
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

Nicholas Alberti Nicholas Alberti Marshfield, Massachusetts Details
Nicholas Alberti's Fidelity Investments Experience June 2013 - August 2013
Job Graduate Student at Northeastern University College of Professional Studies
Industry Financial Services
Experience
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

Rachael Clasby, AIF®, RF® Rachael Clasby, AIF®, RF® Greater Boston Area Details
Rachael Clasby, AIF®, RF®'s Fidelity Investments Experience February 1996 - April 2003
Job Plan Consultant
Industry Financial Services
Experience
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

Richard Curley Richard Curley Melrose, Massachusetts Details
Richard Curley's Fidelity Investments Experience May 2015 - Present
Job Sr Stock Plan Services Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Nicholas Zacchilli Nicholas Zacchilli Greater Boston Area Details
Nicholas Zacchilli's Fidelity Investments Experience July 2011 - August 2011
Job Investment Banking Summer Analyst at Nomura Securities
Industry Investment Banking
Experience
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

Nick Colongeli Nick Colongeli Greater Boston Area Details
Nick Colongeli's Fidelity Investments Experience November 2012 - Present
Job Strategy and Business Development at Fidelity Investments
Industry Financial Services
Experience
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

Melanie Karlberg CFP ® Melanie Karlberg CFP ® Greater Boston Area Details
Melanie Karlberg CFP ®'s Fidelity Investments Experience August 2006 - May 2008
Job SVP Advisor Solutions at FSquared Investments
Industry Financial Services
Experience
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

Patricia Hagerman Patricia Hagerman Boston, Massachusetts Details
Patricia Hagerman's Fidelity Investments Experience February 2014 - Present
Job Vice President, Business Strategy & Program Management
Industry Financial Services
Experience
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

Michelle Saunders, MA Ed, MBTI Michelle Saunders, MA Ed, MBTI Providence, Rhode Island Area Details
Michelle Saunders, MA Ed, MBTI's Fidelity Investments Experience September 2014 - March 2015
Job Senior Talent Development Business Partner
Industry Human Resources
Experience
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

Leah Rossi Leah Rossi United States Details
Leah Rossi's Fidelity Investments Experience June 2015 - August 2015
Job Finance and Accounting Intern at Fidelity Investments
Industry
Experience
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

Nicholas Gookin Nicholas Gookin Greater Boston Area Details
Nicholas Gookin's Fidelity Investments Experience January 2015 - Present
Job Control and Restricted at Fidelity Investments
Industry Consumer Goods
Experience
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

Richard Packhem Richard Packhem Greater Boston Area Details
Richard Packhem's Fidelity Investments Experience June 2014 - Present
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
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

Pat Mitchell Pat Mitchell Providence, Rhode Island Area Details
Pat Mitchell's Fidelity Investments Experience June 1998 - November 2001
Job Software Delivery Project Management Professional
Industry Information Services
Experience
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

Rich Harrigan Rich Harrigan Providence, Rhode Island Area Details
Rich Harrigan's Fidelity Investments Experience December 2012 - Present
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
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

Lisa Sall, CRPC® Lisa Sall, CRPC® Somerville, Massachusetts Details
Lisa Sall, CRPC®'s Fidelity Investments Experience June 2013 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
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

Matt Raposo Matt Raposo Providence, Rhode Island Details
Matt Raposo's Fidelity Investments Experience January 2010 - April 2012
Job Wealth Management Advisor
Industry Financial Services
Experience
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

Lisa Holovnia, PMP Lisa Holovnia, PMP Greater Boston Area Details
Lisa Holovnia, PMP's Fidelity Investments Experience January 2014 - Present
Job
Industry Financial Services
Experience
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

Michael Abany Michael Abany United States Details
Michael Abany's Fidelity Investments Experience July 2012 - Present
Job Benefits Consulting Rep IV at Fidelity Investments
Industry Financial Services
Experience
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

Ralph Lindenfeld Ralph Lindenfeld Greater Boston Area Details
Ralph Lindenfeld's Fidelity Investments Experience August 2012 - Present
Job Visual Designer Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2012 - Present

Education
Bryant University   2008 — 2009
MBA

Northeastern University   1993 — 1995

Dartmouth College   1988 — 1993
B.A.

Renee Vaillancourt Renee Vaillancourt Greater Boston Area Details
Renee Vaillancourt's Fidelity Investments Experience July 2012 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Rachel Voke Rachel Voke Boston, Massachusetts Details
Rachel Voke's Fidelity Investments Experience July 2013 - Present
Job Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Megan (Rourke) Harriman Megan (Rourke) Harriman Hartford, Connecticut Area Details
Megan (Rourke) Harriman's Fidelity Investments Experience May 2005 - May 2006
Job Financial Analyst/Accountant at The Hartford
Industry Financial Services
Experience
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)

Paul DePerry PMP, MBA Paul DePerry PMP, MBA Providence, Rhode Island Area Details
Paul DePerry PMP, MBA's Fidelity Investments Experience January 2003 - July 2004
Job IT Senior Applications Manager, Distributed Order Management at CVS Health
Industry Information Technology and Services
Experience
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

Matthew Ross, CFA Matthew Ross, CFA Greater Boston Area Details
Matthew Ross, CFA's Fidelity Investments Experience May 2009 - May 2011
Job Research Associate at Wellington Management
Industry Financial Services
Experience
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

Lisa Marti Lisa Marti Greater Chicago Area Details
Lisa Marti's Fidelity Investments Experience April 2015 - Present
Job Manager, Experience Delivery at Fidelity Investments
Industry Financial Services
Experience
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

Matthew Derwin Matthew Derwin New York, New York Details
Matthew Derwin's Fidelity Investments Experience June 2010 - August 2010
Job Product Manager at Ipreo
Industry Financial Services
Experience
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

Rebecca MacDonald Rebecca MacDonald Greater Boston Area Details
Rebecca MacDonald's Fidelity Investments Experience August 2015 - Present
Job
Industry Financial Services
Experience
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

Maurice Doiron Maurice Doiron Greater Boston Area Details
Maurice Doiron's Fidelity Investments Experience November 1998 - December 2003
Job
Industry Telecommunications
Experience
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

Lindsay Hawes Lindsay Hawes Providence, Rhode Island Area Details
Lindsay Hawes's Fidelity Investments Experience May 2002 - Present
Job Web Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2002 - Present

Education
Bryant University   1997 — 2001

Raymond Hebert Raymond Hebert Dallas/Fort Worth Area Details
Raymond Hebert's Fidelity Investments Experience July 2008 - Present
Job Sr. Capacity Planning Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Mark Waron Mark Waron Greater Boston Area Details
Mark Waron's Fidelity Investments Experience May 2000 - Present
Job Directory Software Engineering/Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2000 - Present

Skills
SDLC, Agile Methodologies, Software Development, Software Project..., Agile Project Management, Data Warehousing, SOA

Education
Bryant University   1985 — 1989

Maryellen Fulling Maryellen Fulling Raleigh-Durham, North Carolina Area Details
Maryellen Fulling's Fidelity Investments Experience
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Laura Wood Albert, CIMA® Laura Wood Albert, CIMA® Dallas/Fort Worth Area Details
Laura Wood Albert, CIMA®'s Fidelity Investments Experience October 2013 - Present
Job Manager, Regional Investment Consulting at Fidelity Investments
Industry Financial Services
Experience
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.)

Pia O'Reilly, PMP Pia O'Reilly, PMP Greater Boston Area Details
Pia O'Reilly, PMP's Fidelity Investments Experience June 2012 - Present
Job Director Program Management at Fidelity Investments
Industry Information Technology and Services
Experience
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

Patrice Santilli Patrice Santilli Providence, Rhode Island Area Details
Patrice Santilli's Fidelity Investments Experience October 2006 - Present
Job Senior Client Manager, Director at Fidelity Investments
Industry Financial Services
Experience
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

Lisa Hanlon Lisa Hanlon Greater Boston Area Details
Lisa Hanlon's Fidelity Investments Experience June 2011 - Present
Job Configuration Program Manager at Fidelity Investments
Industry Financial Services
Experience
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

Paul Tower Paul Tower Greater Boston Area Details
Paul Tower's Fidelity Investments Experience December 1995 - February 2003
Job Service desk manager
Industry Information Technology and Services
Experience
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

Peter Krawciw Peter Krawciw Greater Boston Area Details
Peter Krawciw's Fidelity Investments Experience December 2000 - August 2008
Job Assistant Vice President, Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
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

Muhammad Habib Yusuf Muhammad Habib Yusuf Greater Boston Area Details
Muhammad Habib Yusuf's Fidelity Investments Experience July 2012 - October 2013
Job Sr. Advisor, Project Management
Industry Information Technology and Services
Experience
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

Louise Doucette Louise Doucette Greater Philadelphia Area Details
Louise Doucette's Fidelity Investments Experience 1999 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   1999 - 2002

Education
Bryant University   1983 — 1987

Ron Puchala Ron Puchala Chapel Hill, North Carolina Details
Ron Puchala's Fidelity Investments Experience July 2013 - Present
Job VP, Software Development at Fidelity Investments
Industry Financial Services
Experience
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

Meribah Dean Meribah Dean Greater Boston Area Details
Meribah Dean's Fidelity Investments Experience January 2006 - Present
Job Director, Architecture at Fidelity Investments
Industry Information Technology and Services
Experience
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

Lori Nehez Rukamp Lori Nehez Rukamp Raleigh-Durham, North Carolina Area Details
Lori Nehez Rukamp's Fidelity Investments Experience 2011 - Present
Job Director, Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2011 - Present

Education
Bryant University   1985 — 1989

Rocco Lombardi Rocco Lombardi Providence, Rhode Island Area Details
Rocco Lombardi's Fidelity Investments Experience January 2001 - Present
Job Vice President Shared Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2001 - Present

Education
Bryant University   1987 — 1991

Maureen (Moe) Mernick Maureen (Moe) Mernick Providence, Rhode Island Area Details
Maureen (Moe) Mernick's Fidelity Investments Experience January 2006 - February 2009
Job
Industry Executive Office
Experience
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

Mary Adam Mary Adam Providence, Rhode Island Area Details
Mary Adam's Fidelity Investments Experience Exec. AssistantRenaMed2005 - 2007
Job Sr. Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Exec. AssistantRenaMed2005 - 2007
Fleet Capital  1989 - 2004

Education
Bryant University
Certificate, Management

Katharine Gibbs

Ray DeSantis, ARPC, AIF Ray DeSantis, ARPC, AIF Providence, Rhode Island Area Details
Ray DeSantis, ARPC, AIF's Fidelity Investments Experience June 2003 - May 2008
Job Vice President of Sales,Resource Real Estate, New England/New York
Industry Financial Services
Experience
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

Nicole Quaranta Nicole Quaranta Greater Boston Area Details
Nicole Quaranta's Fidelity Investments Experience May 1999 - July 2009
Job Operations Manager Implementations at Mercer
Industry Financial Services
Experience
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

Mustafa Eid Mustafa Eid Providence, Rhode Island Area Details
Mustafa Eid's Fidelity Investments Experience September 2009 - July 2010
Job account specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2009 - July 2010

Skills
Mutual Funds

Education
Bryant University
BS in business management, Management and Finance

Robin DiFilippo Keller, PMP Robin DiFilippo Keller, PMP Providence, Rhode Island Area Details
Robin DiFilippo Keller, PMP's Fidelity Investments Experience October 1998 - March 2014
Job Senior Consultant
Industry Financial Services
Experience
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

Mike Donnelly, PMP Mike Donnelly, PMP Greater Boston Area Details
Mike Donnelly, PMP's Fidelity Investments Experience April 2015 - Present
Job FI Sr project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Michael Brodeur Michael Brodeur Greater Boston Area Details
Michael Brodeur's Fidelity Investments Experience 2003 - 2004
Job President at M&O
Industry Information Services
Experience
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

Phillip Ciccone Phillip Ciccone Dallas/Fort Worth Area Details
Phillip Ciccone's Fidelity Investments Experience September 2014 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
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

Ray Page Ray Page Greater Boston Area Details
Ray Page's Fidelity Investments Experience February 1998 - August 2009
Job Senior Developer at The Baupost Group
Industry Financial Services
Experience
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

Marc Plourde Jr. Marc Plourde Jr. Providence, Rhode Island Area Details
Marc Plourde Jr.'s Fidelity Investments Experience January 2012 - Present
Job Director, Software Engineering/Development Management at Fidelity Investments
Industry Information Technology and Services
Experience
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

Meghan Bentley Meghan Bentley Providence, Rhode Island Area Details
Meghan Bentley's Fidelity Investments Experience December 2006 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Melenie Charles Melenie Charles North Providence, Rhode Island Details
Melenie Charles's Fidelity Investments Experience February 1999 - December 2004
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
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

Neil Corse, CFP Neil Corse, CFP Greater Boston Area Details
Neil Corse, CFP's Fidelity Investments Experience July 2009 - March 2014
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
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

Martin D'Amico Martin D'Amico Woonsocket, Rhode Island Details
Martin D'Amico's Fidelity Investments Experience August 2007 - April 2012
Job Manager, Retail Pharmacy Data Architecture
Industry Retail
Experience
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

Mike Skura Mike Skura Louisville, Kentucky Details
Mike Skura's Fidelity Investments Experience January 2012 - Present
Job Regional Vice President Fidelity Investments
Industry Financial Services
Experience
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

Nicole O'Toole Nicole O'Toole Greater Boston Area Details
Nicole O'Toole's Fidelity Investments Experience 2005 - 2007
Job Reporting Systems & Implementation Manager at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
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

Patricia Tellier-Ruggieri Patricia Tellier-Ruggieri Smithfield, Rhode Island Details
Patricia Tellier-Ruggieri's Fidelity Investments Experience February 2012 - Present
Job Innovative and DetailOriented Marketing Coordinator
Industry Financial Services
Experience
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

Michael Lutz Michael Lutz Greater Boston Area Details
Michael Lutz's Fidelity Investments Experience May 2015 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Nicole DeSario Nicole DeSario Greater Boston Area Details
Nicole DeSario's Fidelity Investments Experience August 2014 - September 2014
Job Inside Sales at Graybar Electric
Industry Wholesale
Experience
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

Monica Kincaid Monica Kincaid Greater Boston Area Details
Monica Kincaid's Fidelity Investments Experience June 2015 - Present
Job Financial Analyst IV at Fidelity Investments
Industry Financial Services
Experience
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

Matthew Ruggieri, CFP® Matthew Ruggieri, CFP® Providence, Rhode Island Area Details
Matthew Ruggieri, CFP®'s Fidelity Investments Experience February 2007 - Present
Job Financial Consultant
Industry Financial Services
Experience
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

Malcolm Carter Malcolm Carter Cary, North Carolina Details
Malcolm Carter's Fidelity Investments Experience
Job Associate Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

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