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

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.

Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Ryan Shorey, CFP® Ryan Shorey, CFP® Greater Boston Area Details
Ryan Shorey, CFP®'s Fidelity Investments Experience 2006 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2006 - Present

Skills
Certified Financial...

Education
Bryant University   2003 — 2007
Bachelors, Finance

Acton Boxboro

Ty Conder Ty Conder Medfield, Massachusetts Details
Ty Conder's Fidelity Investments Experience January 2005 - March 2009
Job Regional Sales Director Workplace Solutions
Industry Financial Services
Experience
Boston Mutual Life Insurance  January 2013 - Present
The Guardian Life Insurance Company of America  March 2011 - January 2013
Fidelity Investments   January 2005 - March 2009
Fidelity Investments   July 2003 - December 2004

Skills
Relationship Management, Sales, Financial Services, Series 6, Series 63, Market Research, Mutual Funds, Marketing, Email Marketing, Business Development, New Business Development, Investments, Training, Sales Presentations, 401k, Management

Education
Bryant University   2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance

Bryant College   1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General

Robert Farrer Robert Farrer Greater New York City Area Details
Robert Farrer's Fidelity Investments Experience January 1993 - April 1997
Job Assoc Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics  December 2014 - Present
PPR  July 2013 - June 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.)   August 2010 - October 2011
Pali Capital  July 2006 - February 2010
Bear Stearns  April 1997 - November 2002
Fidelity Investments   January 1993 - April 1997

Skills
Equities, Trading, Equity Trading, Investments, Risk Management, Commodity, Strategic Planning, Electricity, Natural Gas, New Business Development, Chemicals, Transportation, Contract Negotiation, Marketing Strategy, Capital Markets, Stress Testing, Loss Forecasting, Credit Analysis, Credit Risk

Education
Bucknell University   1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs

Elizabeth Ruhl Elizabeth Ruhl Greater Boston Area Details
Elizabeth Ruhl's Fidelity Investments Experience 1999 - 2003
Job Director, Governance, Risk and Compliance at Mimecast
Industry Computer & Network Security
Experience
Mimecast  March 2015 - Present
RSA The Security Division of EMC  May 2013 - March 2015
VCE Company, LLC (formed by Cisco and EMC)   2011 - 2013
Novartis Institutes for BioMedical Research  2006 - 2010
Bose Corporation  2003 - 2006
Fidelity Investments   1999 - 2003
Reebok  1995 - 1998
Wyeth-Ayerst Laboratories  1990 - 1995

Skills
Information Risk..., CISSP, Privacy Compliance, CIPP, Safe Harbor, Third Party Reporting, SSAE 16, SOC 1, Security Architecture..., SABSA, ISO 27001, Privacy Law, Privacy Regulations, Data Privacy, Information Security..., Security Policy..., Information Security..., IT Security Best..., Information Security, Risk Management, CSA CCM, Identity Management, Governance, Cloud Computing, Network Security, Security, Enterprise Software, PCI DSS, Integration, Risk Assessment, Business Continuity

Education
Bucknell University
Bachelor's Degree, Biology, Pre-Med

Derrin Pierret Derrin Pierret Raleigh-Durham, North Carolina Area Details
Derrin Pierret's Fidelity Investments Experience June 2009 - October 2014
Job Software Developer at Teradata
Industry Computer Software
Experience
Teradata  October 2014 - Present
Fidelity Investments   June 2009 - October 2014
The College of William and Mary  August 2007 - May 2009

Skills
JavaScript, Java, HTML, Flex, Spring, iBatis, JSON, Tomcat, Eclipse, C++, JSP, Freemarker, jQuery, AJAX, XML, Agile Methodologies, CSS, Maven, SlickGrid

Education
The College of William and Mary   2007 — 2009
MS, Computer Science

Bucknell University   2003 — 2007
BS, Computer Science

Diane Gallo Diane Gallo Cheshire, Connecticut Details
Diane Gallo's Fidelity Investments Experience 1988 - October 1996
Job Director, Product Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2013 - Present
The Hartford  June 1997 - December 2012
Fidelity Investments   1988 - October 1996

Skills
Mutual Funds, Financial Services, Insurance, Retirement, 401k, Business Requirements, Investments, Analytics, Cross-functional Team..., Business Analysis, Project Management, Strategic Planning

Education
Bucknell University   1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General

Shawn Hirsch, CFP® Shawn Hirsch, CFP® United States Details
Shawn Hirsch, CFP®'s Fidelity Investments Experience July 2011 - September 2013
Job Managing Director Wealth Management at Krasney Financial LLC
Industry Financial Services
Experience
Krasney Financial LLC  October 2013 - Present
Fidelity Investments   July 2011 - September 2013
Fidelity Investments   May 2010 - June 2011
Fidelity Investments   September 2008 - April 2010

Skills
Certified Financial..., Investments, Investment Advisory, FINRA, Finance, Retirement Planning, Wealth Management, Investment Management, Financial Advisory, Securities

Education
Bucknell University   2004 — 2008
Bachelor of Arts (BA), Economics

David Goldfader David Goldfader Greater New York City Area Details
David Goldfader's Fidelity Investments Experience 1998 - 2003
Job Managing Member, DMG Capital, LLC
Industry Investment Management
Experience
DMG Capital, LLC, Registered Investment Advisor   2004 - Present
For The Kids Foundation of East Islip   2003 - Present
Fidelity Investments   1998 - 2003
Lehman Brothers  1992 - 1998
Millennium Partners  1989 - 1992
Morgan Stanley  1984 - 1989
KMG Main Hurdman, Certified Public Accountants   1982 - 1984

Skills
Investment Advisory, Portfolio Management, Value Investing, Risk Management, Market Risk, Wealth Management, Investments, Investment Strategies, High Net Worth..., Portfolio Assessment, Market Opportunities, Professional Experience, Technical Analysis, Trading Strategies, Trend Analysis, Equity Trading, Securities

Education
Bucknell University   1978 — 1982
BSBA, Accounting/Finance

Kristin Mollerus Kristin Mollerus Greater Boston Area Details
Kristin Mollerus's Fidelity Investments Experience 1996 - 1997
Job VP, Digital Marketing at Citizens Financial Group
Industry Marketing and Advertising
Experience
Citizens Bank  May 2014 - Present
Hill Holliday  July 2008 - February 2014
Fulgent / AMP   September 2004 - April 2008
Mullen  August 2002 - December 2003
Digitas  1997 - 2000
Fidelity Investments   1996 - 1997
Arnold Worldwide  1993 - 1996

Skills
Digital Strategy, Digital Media, Digital Marketing, Integrated Marketing, Media Planning, Advertising, Advertising Sales, Social Media Marketing, Mobile Marketing

Education
Bucknell University   1989 — 1993
International Relations, Marketing

Institute for European Studies - Vienna, Austria   1991 — 1991

Vincent Giardini Vincent Giardini Greater Boston Area Details
Vincent Giardini's Fidelity Investments Experience September 1995 - Present
Job Director of Sales Operations
Industry Financial Services
Experience
Fidelity Investments   September 1995 - Present
PI Customer Strategy & Integration   May 2011 - September 2011
PI Operations Sales & Service   January 2009 - January 2011
FIIS Finance Shared Services   January 2006 - January 2009
FIIS Finance Shared Services   January 2004 - January 2006
FIIS Finance Shared Services   January 2003 - January 2004
FIIS Client Resolution Unit   January 2000 - January 2003
FIIS NSCC Department   January 1997 - January 2000
FIIS Client Services   September 1995 - January 1997

Education
Bryant University   1990 — 1992
Bachelor of Science, Business Administration; Finance

University of Maryland College Park   1988 — 1990

Anna Van Brookhoven Anna Van Brookhoven Bridgewater, New Jersey Details
Anna Van Brookhoven's Fidelity Investments Experience July 2015 - Present
Job Content Strategist at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments   July 2015 - Present
KarmaServe   January 2015 - Present
A&E Television  May 2015 - July 2015
Samsung Telecommunications America  April 2013 - December 2014
XL Marketing  September 2011 - January 2013
Triboro Pictures  October 2010 - April 2012
Barenholtz Productions, INC.   January 2010 - January 2011
Pipeline Talent   November 2009 - August 2010
Nick Davis Productions  September 2009 - April 2010
Bryn Mawr College  September 2006 - April 2009

Skills
Technical Writing, Technical Manuals, Content Strategy, Telecommunications, Android, User Experience Testing, Quality Assurance, Copywriting, Editing, Creative Writing, Online Marketing, Social Media Marketing, Social Media, Blogging, WordPress, Email Marketing, Research, Television, Proofreading, Video Editing, HTML, Microsoft Office, Final Cut Pro, Photoshop, Advertising, Video, Screenwriting, Film, Public Relations, Newsletter Production, Social Networking, Writing, Marketing

Education
Bryn Mawr College   2005 — 2009
Bachelor of Arts, English/Creative Writing

Tim Zyrkowski Tim Zyrkowski Greater Boston Area Details
Tim Zyrkowski's Fidelity Investments Experience September 2015 - Present
Job Product Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   September 2015 - Present
Axis Technology Software & Axis Technology Consulting   September 2011 - September 2013
Fidelity Investments   June 2000 - February 2009
Fidelity Investments   June 1994 - June 2000
Fidelity Investments   June 1989 - June 1994
Fidelity Investments   June 1988 - June 1989
Fidelity Investments   November 1983 - June 1988
Software International/GEISCO   March 1980 - November 1983
Arthur D. Little  August 1978 - March 1980

Skills
SDLC, Disaster Recovery, Mainframe, COBOL, Testing, Security, Requirements Gathering, Management, PMO, Mutual Funds, Enterprise Software, DB2, ITIL, CICS, Program Management, Sarbanes-Oxley, IBM Mainframe, Process Improvement, IT Operations, Vendor Management, CRM, Business Requirements, Risk Management, Technical Documentation, Security Management, Business Strategy, Top Secret, Access Control, Business Intelligence, JCL, Data Analysis, REXX, Quality Assurance, Business Process, VSAM, Software Project..., Access, Requirements Analysis

Education
Bryant College   1974 — 1978
Bachelor's degree, Accounting and Computer Science

Bryant University   1974 — 1978
Bachelor of Science, Systems Management & Accounting

Bryant University   1974 — 1978
Bachelor of Applied Science (BASc), Computer Science & Accounting

Mark T Sheehan High School   1972 — 1974
high school

Mark T Sheehan High School

William Heffernan William Heffernan Greater Boston Area Details
William Heffernan's Fidelity Investments Experience June 2014 - Present
Job Business Analyst Intern at Fidelity Investments
Industry Financial Services
Experience
Archway Investment Fund  April 2015 - Present
Fidelity Investments   June 2014 - Present

Skills
Investments, PowerPoint, Microsoft Excel, Critical Thinking, Business Analysis, Teamwork, Efficiency, Microsoft Word, Asset Management, Microsoft Office, Adaptability, Solution Delivery, Writing, Access, Social Networking, Written & Oral..., Project Management, Agile Methodologies, Software Project..., Financial Modeling, FactSet, Equity Research, Valuation

Education
Bryant University   2012 — 2016
Bachelor of Science in Business Administration, Finance/Economics

Trinity College, Dublin   2014 — 2015
Economics

Apponequet Regional High School   2008 — 2012
High School Diploma

Myint Zu Myint Zu Dallas/Fort Worth Area Details
Myint Zu's Fidelity Investments Experience June 2014 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   September 2013 - April 2014
Fidelity Investments   May 2013 - August 2013
Girls Leadership  June 2012 - August 2012
CARE  March 2010 - June 2010

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Analytics, Customer Service, Public Speaking, Social Media, Data Analysis, Access, Photoshop, Financial Analysis, Teamwork, Project Management, Internal Controls, Strategic Consulting, Client Presentation, Business Process..., Planning Budgeting &..., Investment Research, Quality Management, Statistical Data..., Cross-functional..., Economic Development, Business Planning, Research, Management, Strategic Planning, Analysis

Education
Texas Christian University - M.J. Neeley School of Business   2012 — 2014
Bachelor of Business Administration (BBA), Finance, cum laude

Bryn Mawr College   2010 — 2011
Liberal Arts and Sciences, 3.54/4.0

Innova Junior College   2007 — 2009
Singapore-Cambridge GCE A'Levels

Alex Bird Alex Bird Amherst, Massachusetts Details
Alex Bird's Fidelity Investments Experience June 2015 - August 2015
Job MBA Candidate at the Isenberg School of Management
Industry Investment Management
Experience
Fidelity Investments   June 2015 - August 2015
DRD Investments   July 2014 - May 2015
DB Sales and Consulting   2013 - 2014
Seeking Alpha  2013 - 2014
Elite College Link   2012 - 2013
Tsinghua University  2011 - 2012
Dion Money Management (now Atlas Private Wealth Management)   2009 - 2010
Dion Money Management (now Atlas Private Wealth Management)   June 2008 - August 2008

Skills
Mandarin, Finance, Investment Management, Financial Modeling, Valuation, Microsoft Excel, Economics, Analysis, Research, Writing, Business Development, Data Analysis, Chinese culture, International Relations, Market Research, Photography

Education
Passed Level III of the CFA Program

Isenberg School of Management, UMass Amherst   2014 — 2016
Master of Business Administration (M.B.A.)

University of Oxford   2010 — 2011
MSc, Modern Chinese Studies

Bucknell University   2005 — 2009
Bachelor's, Major in Economics, Minors in East Asian Studies and International Relations

University of Oxford   2007 — 2008
Visiting Student

Andy Fowler Andy Fowler Boston, Massachusetts Details
Andy Fowler's Fidelity Investments Experience 2015 - Present
Job Management Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2015 - Present

Education
University of Virginia - Darden Graduate School of Business Administration   2013 — 2015

Bucknell University   2002 — 2006

Ryan Callahan, CIMA® Ryan Callahan, CIMA® Columbus, Ohio Details
Ryan Callahan, CIMA®'s Fidelity Investments Experience April 2014 - Present
Job Regional Vice President, Institutional Insurance Subaccount Sales, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
Fidelity Investments   December 2012 - May 2014
Fidelity Investments   October 2010 - December 2012
Fidelity Investments   September 2009 - October 2010

Skills
Series 7, Mutual Funds, Series 63, Investments, Financial Advisory, Business Planning, 401k, Asset Allocation, Retirement Planning, Retirement, Securities, Series 6, FINRA, Uniform Combined State..., Wealth Management

Education
Bryant University   2005 — 2009
Bachelor's degree, Finance, General

Sean Raposa Sean Raposa San Diego, California Details
Sean Raposa's Fidelity Investments Experience August 2005 - September 2006
Job Founder/EditorinChief at Temple of Sports
Industry Sports
Experience
Temple of Sports   February 2013 - Present
STATS LLC  November 2012 - Present
RotoWire.com  August 2011 - Present
KBeach Global Radio  July 2012 - December 2012
Pacific Home Remodeling  November 2011 - May 2012
Fidelity Investments   August 2005 - September 2006
Investor's Bank & Trust   April 2004 - August 2005

Skills
Sports, Customer Service, Analysis, Program Management, Social Media, Facebook, Social Networking, Sports Writing, Social Media Marketing, Blogging, Sports Marketing, Football, Journalism, Marketing, Microsoft Excel, Microsoft Office, Radio, Sales

Education
North Attleboro High School

Bryant University   2000 — 2003
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude

Steven Shober, MBA Steven Shober, MBA Providence, Rhode Island Area Details
Steven Shober, MBA's Fidelity Investments Experience August 2010 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2010 - Present
Citizens Financial Group  March 2003 - July 2010
Fidelity Investments   October 1994 - September 2002

Skills
Financial Services, Business Analysis, Vendor Management

Education
Johnson & Wales University   2006 — 2008
MBA, Organizational Leadership

Mansfield University of Pennsylvania   1988 — 1991
BA, Geography

Bryant University
Executive Development Center

Jay Struck Jay Struck Cincinnati Area Details
Jay Struck's Fidelity Investments Experience December 1993 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 1993 - Present
Kmart Corporation  June 1990 - November 1993

Skills
401k, Retirement Planning, Retirement, Mutual Funds, Process Improvement, Investments, Asset Allocation, Relationship Management, Financial Services, Series 7, Wealth Management

Education
Xavier University
Master of Business Administration (M.B.A.)

Buena Vista University   1986 — 1990

Taylor Henshall Taylor Henshall Washington D.C. Metro Area Details
Taylor Henshall's Fidelity Investments Experience September 2004 - April 2006
Job Investment Director at Strategic Investment Group
Industry Investment Management
Experience
Strategic Investment Group  January 2015 - Present
Brown University  July 2012 - January 2015
Brown University  January 2008 - June 2012
Brown University  April 2006 - January 2008
Fidelity Investments   September 2004 - April 2006
Fidelity Investments   January 2001 - September 2004

Education
Bryant University   2001 — 2003
MBA, Finance

Bryant University   1996 — 2000
BSBA and BA, Economics, History, and Computer Info Systems

Stephen Elias Stephen Elias Providence, Rhode Island Area Details
Stephen Elias's Fidelity Investments Experience June 2010 - April 2011
Job Head of Real Estate Planning, VP
Industry Banking
Experience
Citizens Bank  August 2013 - Present
Citizens Bank  March 2013 - August 2013
Citizens Bank  April 2011 - March 2013
Fidelity Investments   June 2010 - April 2011
Fidelity Investments   June 2006 - June 2010
Fidelity Investments   June 2004 - June 2006
Fidelity Investments   July 2001 - June 2004
Bank Rhode Island  January 2001 - June 2001

Skills
Workplace Design, Space planning, Leadership, Corporate Real Estate, Strategic Planning, Turnaround Experience, Move Management, Relationship Management, Strategy, Finance, Analysis, Strategic Financial..., Banking, Financial Services, Investments, Budgets, Business Planning, Analytics, Portfolio Management, Financial Analysis, Management, Financial Risk, Accounting, Forecasting, Corporate Finance, Business Analysis, Credit, Executive Management, Financial Modeling, Process Improvement, Internal Controls, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Access, Microsoft Office, Essbase, Oracle Applications, Hyperion Planning, Business Objects, Risk Management, Variance Analysis, General Ledger, Business Strategy, Vendor Management, Financial Planning

Education
Bryant University   2002 — 2004
M.B.A., Finance

University of Rhode Island
B.S. Business Administration, Finance

Cranston High School West   1995 — 1997

Samantha Merwin Samantha Merwin New York, New York Details
Samantha Merwin's Fidelity Investments Experience June 2011 - August 2011
Job Platinum Client Group Associate at BlackRock
Industry Financial Services
Experience
BlackRock  June 2015 - Present
BlackRock  July 2012 - Present
Bryant University  September 2008 - May 2012
Fidelity Investments   June 2011 - August 2011
Newmark Knight Frank  June 2010 - August 2010

Skills
Finance, Microsoft Office, Microsoft Excel, BlackRock Aladdin, SQL, Visual Basic, Project Management, Financial Analysis, Teamwork, Spanish, Public Speaking, Microsoft Word, PowerPoint, Bloomberg Terminal, Compliance, Process Improvement, Team Leadership, Time Management

Education
Bryant University   2008 — 2012
Bachelor of Science, International Business: Finance, Spanish Language

Universitat Pompeu Fabra   2010 — 2010
Cultural Studies and Economics Program

Laura Geyer Laura Geyer Raleigh, North Carolina Details
Laura Geyer's Fidelity Investments Experience July 2014 - Present
Job Senior Relocation Specialist at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   November 2012 - July 2014
SafeGuard World International  May 2011 - November 2012
Telerx  November 2010 - June 2011
PricewaterhouseCoopers  September 2007 - December 2008
Grant Thornton LLP  January 2007 - June 2007
Drexel University  March 2006 - June 2007
CIGNA Corporation  September 2005 - September 2006
Duane Morris LLP  January 2005 - September 2005

Skills
Microsoft Office, Communication, C-Level Relationships, Legal Research, US Tax, External Audit, Presentation Development, International Relations, International Law, Contingent Workforce, International..., Project Management, Leadership, International Payroll, Invoicing, Account Reconciliation, International..., International Tax..., Cultural Awareness, Microsoft Excel, Payroll, Tax Preparation, Process Improvement, Tax, Auditing, BPO, Expatriate Management, Employee Benefits, Analysis, Finance

Education
Drexel University - College of Business and Administration   2003 — 2007
Bachelor's, Business Administration and Accounting, 3.6

Spring-Ford High School   1999 — 2003

Bucks County Community College

David C. Henry David C. Henry Greater New York City Area Details
David C. Henry's Fidelity Investments Experience 1992 - 1999
Job Vice President Finance and Administration at USO of Metropolitan New York
Industry Financial Services
Experience
USO of Metropolitan New York  2014 - Present
Goldman Sachs  2000 - 2013
Enhance Financial Services Group, Inc.   1999 - 2000
Fidelity Investments   1992 - 1999
UBS Wealth Management  1985 - 1992
IBM  1984 - 1985

Skills
Financial Analysis, Financial Metrics, Budget Models, Financial Variance..., Budget Modeling, Cost Drivers, P&L review, P&L Improvement, Asset Management, Equities, Fixed Income, Disaster Recovery, Financial Services, Strategic Financial..., Business Continuity, Derivatives, P&L Management, Securities, Prime Brokerage, Business Strategy, Strategic Planning, Investment Banking, Hedge Funds, Middle Office, Financial Reporting, Business Continuity..., Bloomberg, Headcount Reporting, Options, Operational Risk, Capital Markets, Department Budgeting, Cost Allocation, Financial Risk, Financial Planning

Education
Kellogg Graduate School of Management
Masters in Management, Finance

University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute

Bucknell University
BSBA, Accounting

Caleb Smith Caleb Smith Boston, Massachusetts Details
Caleb Smith's Fidelity Investments Experience July 2015 - Present
Job Fixed Income Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   May 2014 - August 2014
D.K. Brede Investment Management   June 2011 - August 2013

Skills
Financial Modeling, Microsoft Excel, Equities, Mutual Funds, Bloomberg, ETFs, Financial Analysis, Investments, Valuation, Fixed Income, Bloomberg Terminal, Portfolio Management, Securities, Equity Research, Strategic Financial..., Asset Management, Microsoft Word, PowerPoint

Education
Bucknell University   2011 — 2015
Bachelor of Science: Business Administration, Accounting and Financial Management: CFA Track

Needham

Vardhan Srinivasa Vardhan Srinivasa Providence, Rhode Island Details
Vardhan Srinivasa's Fidelity Investments Experience August 2013 - Present
Job Director Strategic Planning and Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Fidelity Investments   September 2011 - July 2013
Fidelity Investments   July 2008 - August 2011
Fidelity Investments   June 2006 - June 2008
Fidelity Investments   May 2005 - May 2006

Skills
Cross-functional Team..., Business Intelligence, Management, Financial Analysis, Finance, Databases, Data Modeling, User Acceptance Testing, Mutual Funds, Financial Services, Fixed Income, Equities, Business Requirements, Analysis, Requirements Gathering, Financial Modeling

Education
Bryant University   2006 — 2008
Master of Business Administration (MBA)

Bryant University   2002 — 2006
Bachelor of Science (BS), Finance & Economics

Harry Grey Harry Grey Greater Boston Area Details
Harry Grey's Fidelity Investments Experience 1982 - 1997
Job Head, Global Digital Marketing Operations at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific  February 2014 - Present
Boston Scientific  January 2007 - Present
BlueCross BlueShield of Massachusettes   September 2004 - December 2006
Grey Consulting   September 1998 - August 2004
Fidelity Investments   1982 - 1997

Skills
Digital Marketing, Remote Management, Team Building, Enterprise Collaboration, Digital Strategy, Digital Media, Strategy, Start-ups, Cross-functional Team..., Business Planning, Program Management, Marketing Strategy, Strategic Planning, Product Marketing, Sales Operations, Sales, Executive Management, Leadership, Strategic Partnerships, Management

Education
Bucknell University   1975 — 1979
BA, Economics

Bucknell University   1975 — 1979
Bachelor of Arts (B.A.), Economics

Stavroula Stacey Kalivas Stavroula Stacey Kalivas Greater Boston Area Details
Stavroula Stacey Kalivas's Fidelity Investments Experience June 2012 - May 2013
Job Operations Research Analyst at DIGITALiBiz, Inc.
Industry Financial Services
Experience
DIGITALiBiz, Inc. (The Volpe Center)   January 2014 - Present
Reliable Cleaners   March 2006 - Present
Fidelity Investments   June 2012 - May 2013
New Generation Research, Inc.   May 2011 - August 2011

Skills
Leadership, Time Management, Microsoft Excel, Management, Data Analysis, PowerPoint, Communication Skills, Written & Oral..., Financial Analysis, Microsoft Word, Teamwork, Microsoft Office, Outlook, Writing, Finance, Editing, Business Analysis, Social Media, Visio, SharePoint, SurveyMonkey, Prezi, QuickBooks

Education
Bryant University   2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance

Stephen Trexler Stephen Trexler Morrisville, North Carolina Details
Stephen Trexler's Fidelity Investments Experience October 2014 - Present
Job System Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present
Fidelity Investments   July 2011 - October 2014

Skills
Requirements Analysis, SQL, COBOL, JCL, XML, CICS, Web Services, SOAP, Java, Oracle, Software Development, Unix, Software Project..., SDLC, Agile Methodologies

Education
Bryant University
Bachelor's degree, Information Technology

Nicole Welborn Nicole Welborn Waban, Massachusetts Details
Nicole Welborn's Fidelity Investments Experience May 2014 - August 2014
Job Event Buyer at Wayfair
Industry
Experience
Wayfair  August 2015 - Present
Fidelity Investments   May 2014 - August 2014
Commonwealth of Massachusetts, Joint Committee on Revenue   May 2013 - August 2013
Wyss Institute for Biologically Inspired Engineering  June 2010 - August 2011
Brae Burn Country Club  May 2009 - September 2009
Collins Lab at Boston University   June 2009 - August 2009

Skills
Matlab, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, CRM, Social Media Marketing, Data Analysis

Education
Bucknell University   2011 — 2015
Bachelor of Arts (B.A.), Economics; minor in International Politics

Universita di Temple in Rome, Italy   2013 — 2013
International Business and Italian, Junior Fall

Dana Hall School   2007 — 2011

Andy LeStage Andy LeStage Greater Boston Area Details
Andy LeStage's Fidelity Investments Experience 2004 - 2005
Job Senior Vice President Regional Director
Industry Real Estate
Experience
STAG Industrial, Inc.   2010 - Present
Great Point Investors   2005 - 2010
Fidelity Investments   2004 - 2005
High Street Equity Advisors   2003 - 2004
DB RREEF / Cabot Industrial Trust   1996 - 2002
Burnham Real Estate  1993 - 1996

Skills
Real Estate, Asset Management, Investments, Dispositions, Portfolio Management

Education
Bucknell University   1989 — 1993
BA, English

The Kent School   1986 — 1989

Jim Ofria Jim Ofria Greater Chicago Area Details
Jim Ofria's Fidelity Investments Experience April 2006 - May 2008
Job Senior Product Manager, Reporting Solutions at Morningstar
Industry Information Technology and Services
Experience
Morningstar  March 2015 - Present
Morningstar  December 2012 - February 2015
Morningstar  June 2008 - November 2012
Fidelity Investments   April 2006 - May 2008
Fidelity Investments   June 2002 - March 2006
Putnam Investments  June 1997 - May 2002

Skills
Customer Relations, Business Requirements, Cross-functional Team..., Team Leadership, Wealth Management, Customer Service, Portfolio Management, Management, Project Management, Product Management, Business Analysis, Product Development, Software Project..., Competitive Analysis, Strategy, Business Development, Analytics, Product Marketing, SaaS, Agile Methodologies, Vendor Management, Enterprise Software

Education
Bucknell University
Bachelor of Science, Engineering

Trevor DeVitto Trevor DeVitto Greater Boston Area Details
Trevor DeVitto's Fidelity Investments Experience June 2015 - Present
Job Operations Analyst at Highbridge Capital Management
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Highbridge Capital Management  September 2014 - June 2015
Highbridge Capital Management  June 2013 - September 2014
Archway Investment Fund  January 2013 - May 2013
Bryant Archway Investment Fund   May 2012 - December 2012
State Street Global Advisors  June 2012 - August 2012
Coca-Cola Refreshments  June 2009 - May 2012

Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Investments, Leadership, Mutual Funds, Portfolio Management, Options, Trading, Equities, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Risk, Economics, Accounting

Education
Bryant University   2009 — 2013
Bachelor of Science, Concentration: Finance Minor(s): Marketing and Environmental Science, 3.90 GPA

Scott Francolini Scott Francolini Greater Boston Area Details
Scott Francolini's Fidelity Investments Experience February 2008 - November 2009
Job Head of Retirement Practice Group
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Investment Management  April 2014 - Present
New York Life Investment Management  August 2011 - April 2014
New York Life Investment Management  December 2009 - September 2011
Fidelity Investments   February 2008 - November 2009
Prudential Financial  September 2001 - January 2008
CIGNA  September 1999 - September 2001
Prudential Financial  January 1997 - September 1999
CIGNA  May 1994 - January 1997

Skills
Team Building, Project Management, Relationship Management, Retirement Planning, Practice Management, Strategic Thinking, Consultative Selling..., Coaching, Series 63, Series 7, Qualified Retirement..., Retirement Plan..., Financial Services

Education
University of Hartford   1999 — 2001
MBA, Management

Bryant University   1990 — 1994
BS, Finance

Josue Figueroa Josue Figueroa Greater Boston Area Details
Josue Figueroa's Fidelity Investments Experience July 2014 - January 2015
Job Desktop Support/ Network Technician at Partners HealthCare/MGH
Industry Information Technology and Services
Experience
Partners HealthCare  June 2015 - Present
Partners HealthCare  February 2015 - Present
Fidelity Investments   July 2014 - January 2015
Public Outreach  August 2011 - February 2012
Mayor’s Youthline   June 2006 - August 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Access, Communication, Program Development, Ticketing, Leadership

Education
Cambridge College   2014 — 2014

Bunker Hill Community College   2011 — 2012

Cambridge College
Bachelor of Science, Information Technology; Business Management

Janet Powers Janet Powers Greater Boston Area Details
Janet Powers's Fidelity Investments Experience November 1994 - January 2008
Job Digital Consultant, Community Builder, Workforce Productivity Catalyst and Content Curator
Industry Online Media
Experience
Social Audiences, LLC   January 2013 - Present
Women's Toolbox   January 2008 - Present
Fidelity Investments   November 1994 - January 2008
Pathfinder International  August 1989 - October 1994

Skills
Social Media Marketing, Entrepreneurship, Blogging, Social Media, Strategy, Marketing Strategy, Marketing, Advertising, Business Strategy, Email Marketing, Online Marketing, Small Business, Social Networking, Management, Program Management, Strategic Planning, Leadership

Education
University of Massachusetts Boston   1982 — 1985
Bachelor of Science, Management/Marketing

Bunker Hill Community College   1980 — 1982
Associate's Degree, Human Services, General

Roy Neves Roy Neves North Scituate, Rhode Island Details
Roy Neves's Fidelity Investments Experience February 2013 - January 2014
Job Experienced Consultant
Industry Financial Services
Experience
LeapFrog Systems  February 2013 - Present
FM Global  January 2014 - July 2015
NTT DATA Americas  2015 - 2015
Clean Harbors  2015 - 2015
Fidelity Investments   February 2013 - January 2014
Broadridge  September 2006 - September 2012
CVS Caremark Corporation  April 2006 - September 2006
U.N.F.I.   September 2005 - March 2006
Bank of America  June 2003 - September 2005

Skills
Software Documentation, Process Improvement, Analysis, Access, COBOL, Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, Microsoft Office, JCL, SQL, Microsoft Excel, Visio, Requirements Analysis, VSAM, Reports, CICS, User Acceptance Testing, SharePoint, Financial Services, Visual Basic, TSO, Functional..., IBM Mainframe, FTP, Production Support, Endeavor, Easytrieve, ISPF, Syncsort, Fileaid, Xpediter, IDCAMS, DFSORT, ICETOOL, NDM, Serena Changeman, Crystal Reports, Infoman, Consulting, CHANGEMAN, XPEDITOR, DCL (VAX)/DIBOL, LIGHTSPEED, TFS

Education
Bryant University   1982 — 1984
BS, Information Technology, GPA 3.6/Dean's list

Community College of Rhode Island   1979 — 1982
Associate's degree, business, GPA=3.2/Dean's List

Joseph Metcalf V Joseph Metcalf V Greater Boston Area Details
Joseph Metcalf V's Fidelity Investments Experience December 2013 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2013 - Present
Fidelity Investments   December 2010 - December 2013
Fidelity Investments   January 2010 - December 2010
Fidelity Investments   July 2008 - December 2010
Fidelity Investments   May 2007 - August 2007

Skills
Mutual Funds, Team Leadership, Data Analysis, Process Improvement, Lean Six Sigma, Operational Excellence, Innovation Management, Design Thinking, Associate Engagement, Data Visualization, Tableau, Mentoring New Hires, Rapid Prototyping, Lean Operations, Operational Process..., Sales, Microsoft Excel, Access Database, Increase Productivity, Communication Skills, Equities, Access, Microsoft Office

Education
Bucknell University   2004 — 2008
BA, Economics

Phillips Exeter Academy   2000 — 2004

Ryan Cammarata Ryan Cammarata Greater Boston Area Details
Ryan Cammarata's Fidelity Investments Experience June 2014 - Present
Job System Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   July 2012 - June 2014
Virtual Computer, Inc  May 2010 - May 2012
Bryant University  September 2008 - May 2012
Lahey Clinic  September 2006 - December 2009

Skills
Operating Systems, HTML, System Administration, Servers, Microsoft Exchange, Networking, Product Management, Microsoft Office, Hardware, PHP, Quality Assurance, Storage, Perl, Access, SharePoint

Education
Bryant University   2008 — 2012
B.S, Information Technology

Dylan Burke Dylan Burke Denver, Colorado Details
Dylan Burke's Fidelity Investments Experience September 2013 - October 2014
Job Index Analyst at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company  March 2015 - Present
ALPS, A DST Company  October 2014 - March 2015
Fidelity Investments   September 2013 - October 2014
Credit Suisse  June 2012 - August 2012

Skills
PowerPoint

Education
Bucknell University   2009 — 2013
BSBA, Management

Seton Hall Preparatory   2006 — 2009
High School

Scott Hawes, PMP Scott Hawes, PMP Greater Boston Area Details
Scott Hawes, PMP's Fidelity Investments Experience 2011 - 2015
Job Vice President, Project Manager Senior Consultant at State Street
Industry Financial Services
Experience
State Street  2015 - Present
Fidelity Investments   2011 - 2015
Fidelity Investments   2009 - 2011
Fidelity Investments   2005 - 2009
Fidelity Investments   2004 - 2005
Fidelity Investments   2003 - 2004
Allmerica Financial  2002 - 2003

Skills
SQL, Visual Basic, Relational Database..., Balanced Scorecard, Business Intelligence, Business Objects, Adobe Photodeluxe, Adobe Photoshop, Dream Weaver, IBI Webfocus, Informatica Data..., Informatica Data Quality, Informatica Power Center, PL/SQL, Oracle, SQL Server 2000-2008, Microsoft Office, Microsoft Project, Microsoft Visio, HTML, CSS, Six Sigma, Visio

Education
Bryant University   2006 — 2009
MSIS, Information Systems

Bryant University   1997 — 2001
BSBA, Computer Information Systems

Stephen Balkam, CFP® Stephen Balkam, CFP® Greater Boston Area Details
Stephen Balkam, CFP®'s Fidelity Investments Experience June 2012 - Present
Job Account and Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
Fidelity Investments   October 2010 - June 2012
Fidelity Investments   January 2010 - October 2010
UBS Wealth Management  July 2008 - April 2009

Skills
Financial Advisory, Investments, Portfolio Management, Equities, Fixed Income, Analysis, Management, Training, Recruiting, Finance, Fixed Annuities, Financial Risk, Auditing, Mutual Funds, Series 7, Series 63, Asset Allocation, Securities, Financial Analysis, Bloomberg, Financial Modeling, Alternative Investments, Wealth Management

Education
Bryant University   2006 — 2008
Bachelors of Science, Finance

Worcester State University

Worcester State University

Kyle A. Gadiel, CFP® Kyle A. Gadiel, CFP® King Of Prussia, Pennsylvania Details
Kyle A. Gadiel, CFP®'s Fidelity Investments Experience July 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present

Education
Temple University   2008 — 2010
BBA, Marketing, Graduated Magna Cum Laude

Bucks County Community College   2005 — 2007
Business Administration

Sharon L. Kaiser, PMP Sharon L. Kaiser, PMP Greater Boston Area Details
Sharon L. Kaiser, PMP's Fidelity Investments Experience January 2010 - October 2011
Job Marketing and Project Management professional
Industry Financial Services
Experience
TIAA-CREF  March 2012 - Present
Fidelity Investments   January 2010 - October 2011
Fidelity Investments   2001 - February 2010
Fidelity Investments   1996 - 2001
First Data Investor Services Group  August 1992 - 1996
Fidelity Investments   1987 - 1992

Skills
Cross-functional Team..., Management, Marketing, New Business Development, Leadership, Financial Services, CRM, Business Analysis, Salesforce.com, Product Development, Process Improvement

Education
Bryant University   1980 — 1984
Bachelor of Science, Marketing

Charles Morrison Charles Morrison Nashville, Tennessee Details
Charles Morrison's Fidelity Investments Experience July 2012 - July 2015
Job MBA Candidate at Vanderbilt Owen Graduate School of Management
Industry Financial Services
Experience
Vanderbilt Owen Graduate School of Management  August 2015 - Present
Fidelity Investments   July 2012 - July 2015
Fidelity Investments   June 2011 - August 2011
Undergraduate Lawn   April 2009 - August 2009

Skills
Microsoft Office, Spanish, Management, Budgets, Strategic Planning, New Business Development, Teamwork, Microsoft Excel, PowerPoint, Entrepreneurship, Microsoft Word, Finance, English, Customer Service, Research, Social Media, Public Speaking, Data Analysis, Teaching, Financial Analysis, Leadership, Editing, Project Management, Market Research, Analysis

Education
Bucknell University   2008 — 2012
Bachelor of Arts, Economics, Spanish

Concord Carlisle High School   2004 — 2008

Vanderbilt University - Owen Graduate School of Management

Vanderbilt University - Owen Graduate School of Management

Jed Petty, CFA Jed Petty, CFA Greater Boston Area Details
Jed Petty, CFA's Fidelity Investments Experience September 1996 - May 2005
Job Managing Director Wellington Management
Industry Investment Management
Experience
Wellington Management  May 2012 - Present
Wellington Management LLP  May 2005 - May 2012
Fidelity Investments   September 1996 - May 2005
Scudder, Stevens & Clark   1990 - 1996

Skills
Pensions, Defined Benefit, Investment Strategies, Investments, 401k, Asia, Mutual Funds, Institutional, Series 7, ERISA

Education
The London School of Economics and Political Science (LSE)   1989 — 1990
Graduate Diploma, Economics

Bucknell University   1983 — 1987
Bachelor of Science (BS), Accounting

Stacy Radziewicz Stacy Radziewicz Worcester, Massachusetts Details
Stacy Radziewicz's Fidelity Investments Experience November 2004 - January 2006
Job Owner/Operator of Jane of All Trades
Industry Real Estate
Experience
Jane of All Trades   January 2011 - Present
Kotlarz & Associates at Keller Williams Realty   January 2010 - August 2011
Seth Campbell Realty Group at Keller Williams   September 2009 - November 2010
NA  February 2009 - September 2009
Liberty Mutual  August 2006 - January 2009
Fidelity Investments   November 2004 - January 2006
Kronos, Inc.   2006 - 2006
CDC IXIS Asset Management Company   2000 - 2003

Education
Bryant University   1984 — 1988

Notre Dame Academy   1980 — 1984

John Naples II John Naples II Greater Philadelphia Area Details
John Naples II's Fidelity Investments Experience March 2005 - April 2006
Job System Engineer at Sungard Availability Services
Industry Information Technology and Services
Experience
Sungard Availability Services  January 2014 - Present
SunGard Availability Services  July 2012 - January 2014
InsPro Technologies  February 2010 - July 2012
Hewlett Packard  May 2008 - July 2010
HP  December 2007 - May 2008
Neoware  April 2006 - December 2007
Fidelity Investments   March 2005 - April 2006
University of Pennsylvania Health System  February 2005 - March 2005
Citigroup  November 2003 - January 2005
Sears  September 1995 - November 2003

Skills
Virtualization, VMware, Servers, HP, System Administration, Windows Server, Citrix, Disaster Recovery, Active Directory, Data Center, Cloud Computing, Hardware, Integration, Testing, VMware ESX, Infrastructure, Information Technology, Storage

Education
Bucks County Community College
Associates, Networking Technology

Bucks County Vocational
Graduated, Computer Systems Technology

Bob Hauser, PMP Bob Hauser, PMP Greater Boston Area Details
Bob Hauser, PMP's Fidelity Investments Experience March 2010 - Present
Job PMO Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2010 - Present
Fidelity Investments   September 2005 - February 2010
FundQuest  June 2001 - September 2005
GZA GeoEnvironmental  May 1997 - November 2000
Boswell Engineering  August 1993 - August 1995

Education
Tufts University   1995 — 1997
MSCEE, Civil and Environmental Engineering

Bucknell University   1989 — 1993
BSCE, Civil Engineering

Sarah E. (Gilfillan) O'Toole, CFA Sarah E. (Gilfillan) O'Toole, CFA Greater Boston Area Details
Sarah E. (Gilfillan) O'Toole, CFA's Fidelity Investments Experience September 2014 - Present
Job Institutional Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   September 2014 - Present
Wellington Management Company, LLP  March 2004 - May 2013
Kobren Insight Management  March 2001 - March 2004

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Product Management, Marketing Strategy

Education
Bucknell University   1995 — 1999
BA, Economics

Karen Keene Karen Keene Greater Boston Area Details
Karen Keene's Fidelity Investments Experience 1989 - 1992
Job Senior Strategic Advisor at AARP
Industry Research
Experience
AARP  March 2010 - Present
AARP Financial  December 2005 - March 2010
Cerulli Associates  2000 - 2005
FT/Interactive Data   1997 - 2000
John Hancock Mutual Funds  1993 - 1997
Fidelity Investments   1989 - 1992

Skills
Market Research, Competitive Analysis, Competitive Intelligence, Strategic Planning, Investments, Strategy, Marketing Research, Management Consulting, Analysis, Strategic Communications, Segmentation, Marketing Strategy, Analytics, Business Development, Market Analysis, Business Strategy, Business Model...

Education
D'Amore-McKim School of Business at Northeastern University   1990 — 1994
MBA, Master of Business Administration

Bucknell University   1984 — 1988
BA, International Relations

Karen Swanson Karen Swanson Greater New York City Area Details
Karen Swanson's Fidelity Investments Experience 1986 - 1988
Job Category Expert Writer at Answers.com, Author at www.golowcholesterol.com, and Online Marketing Consultant
Industry Marketing and Advertising
Experience
GoLowCholesterol.com   January 2011 - Present
Nauset Strategic Partners, Inc.   2001 - Present
Answers.com  February 2013 - May 2015
Semprae Laboratories, Inc.   October 2008 - January 2011
Warner-Lambert/Pfizer  1993 - 2001
Beierdsorf, Inc.   1992 - 1993
Procter & Gamble  1990 - 1992
Fidelity Investments   1986 - 1988

Skills
Marketing Strategy, Direct Marketing, Copywriting, Marketing, Blogging, Digital Marketing, Online Advertising, Marketing Communications, Integrated Marketing, Facebook, Email Marketing, Start-ups, Strategic Partnerships, SEO

Education
Harvard Business School   1988 — 1990
MBA

Bucknell University   1981 — 1985
BS, Business Administration

London School of Economics and Political Science   1984 — 1984
Semester Abroad

Brent Wehrmaker Brent Wehrmaker Denver, Colorado Details
Brent Wehrmaker's Fidelity Investments Experience December 1993 - September 1998
Job @
Industry Financial Services
Experience
First Citizens Bank  August 2013 - Present
EH National Bank  November 2009 - July 2013
Ashford University  February 2009 - July 2009
All City Financial Inc   December 2006 - March 2008
21st Mortgage  March 2004 - December 2006
All City Financial   September 1998 - October 2003
Fidelity Investments   December 1993 - September 1998

Skills
Customer Service, Loans, Management, Credit Analysis, Securities, Bookkeeping, Budgets, Team Building, Strategic Planning, Marketing, Business Development, Process Improvement

Education
Bucknell University   1986 — 1990
Bachelor of Arts (B.A.), Economics

JJ Pearce   1984 — 1986

Wendy Lessard Wendy Lessard Greater Boston Area Details
Wendy Lessard's Fidelity Investments Experience September 2015 - Present
Job Marketing Communications Consultant at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   September 2011 - September 2015
HASBRO, INC  November 2009 - September 2011
Hasbro, Inc.   March 2008 - November 2009
Hasbro, Inc.   July 2003 - March 2008
Hasbro, Inc.   January 2001 - July 2003

Skills
Leadership, Cross-functional Team..., Marketing, Brand Development, Integrated Marketing, Strategy, Customer Insight, Market Research, Product Development, Consumer Products, Management, Brand Management, Team Leadership, Marketing Strategy, Creative Direction, Advertising, Strategic Planning, Product Launch, Packaging, Product Marketing, Competitive Analysis, Marketing Research, Project Management, Market Planning, Concept Development, Global Marketing

Education
Bryant University   1998 — 2007
Business Managemnet

Leadership Rhode Island

Steve Meunier Steve Meunier Providence, Rhode Island Area Details
Steve Meunier's Fidelity Investments Experience August 2015 - Present
Job Senior System Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Bottomline Technologies  June 2015 - August 2015
Andera  March 2012 - June 2015
Infor Global Solutions  January 1999 - March 2012

Education
Bryant University   1996 — 1998
Bachelor of Science (BS), Computer and Information Sciences and Support Services

Sara Hurlburt Sara Hurlburt Greater Boston Area Details
Sara Hurlburt's Fidelity Investments Experience August 2001 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2001 - Present

Skills
SDLC, Business Analysis, Agile Methodologies, Software Project..., Requirements Analysis, SQL, Visio, Oracle, .NET, SQL Server Management..., Microsoft SQL Server, Rally, Agile & Waterfall..., Requirements Gathering, Systems Analysis, Data Warehousing, Data Modeling, Databases

Education
Bryant University   1997 — 2001
BS, Finance, Computer Information Systems

Lauren Madden, MBA Lauren Madden, MBA Greater Boston Area Details
Lauren Madden, MBA's Fidelity Investments Experience 2011 - Present
Job Senior implementation manager
Industry Financial Services
Experience
Fidelity Investments   2011 - Present
Fidelity Investments   2008 - 2010
Fidelity Investments   July 2006 - 2008
Greg Reid Associates   December 2004 - April 2006
Scudder Retirement Services   May 2000 - December 2004
Houghton Mifflin  1996 - 2000

Skills
Investments, Asset Management, Mutual Funds, Financial Services, Project Management, Risk Management, Portfolio Management, Equities, Business Analysis, Process Improvement, Strategy, Product Management, Fixed Income, Financial Modeling, Asset Allocation, Financial Analysis, SDLC, Relationship Management, Requirements Analysis, Strategic Planning

Education
Northeastern University - Graduate School of Business Administration   2009 — 2012
MBA

Bucknell University   1992 — 1996
Bachelor's degree, English

Robert Gordon Robert Gordon Greater Chicago Area Details
Robert Gordon's Fidelity Investments Experience December 1989 - January 1991
Job President & CEO at Driehaus Capital Management
Industry Investment Management
Experience
Driehaus Capital Management  April 2006 - Present
ARIS Capital Management   October 2003 - February 2006
Bank of America  January 1993 - October 2003
The Boston Company/Shearson Lehman Bros.   June 1987 - January 1993
Fidelity Investments   December 1989 - January 1991

Education
Suffolk University - Sawyer Business School   1989 — 1991
MBA, Management

Bucknell University   1979 — 1983
BA, Intl Relations & Economics

Winifred Rodrigues Winifred Rodrigues Kitchener, Canada Area Details
Winifred Rodrigues's Fidelity Investments Experience October 2004 - June 2008
Job Business Operations Management
Industry Financial Services
Experience
CIBC  October 2012 - Present
Research In Motion  January 2009 - August 2012
Fidelity Investments   October 2004 - June 2008
Istonish Inc.   June 2003 - October 2004
ERS  January 2002 - December 2003
Ford Motor Credit Company  June 2000 - December 2001
ING Bank  January 1997 - July 2000
Citigroup  February 1988 - June 1996

Skills
Project Management, Call Center, Process Improvement, Business Strategy, Vendor Management, Program Management, Strategy, Change Management

Education
Bryant University   2008 — 2008
Project Management, Project Management

St. Xavier's College   1986 — 1987
Business, Business Administration

Xavier Institute of Management   1985 — 1986
Business Management

University of Mumbai   1980 — 1984
B.COM, Business & Financial Accounting

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

Elissa (Casarett) Rice Elissa (Casarett) Rice Greater Boston Area Details
Elissa (Casarett) Rice's Fidelity Investments Experience June 2011 - Present
Job VP Product Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2011 - Present
Fidelity Investments   September 1992 - June 2011
Fidelity Investments   September 1989 - September 1992
TJ Maxx  1986 - 1989
PepsiCo  1983 - 1986

Skills
Financial Modeling, Series 7, Analytics, Financial Analysis, Financial Services, Investments, Data Visualization, Equities, Finance, Leadership, Strategy

Education
Cornell University - S.C. Johnson Graduate School of Management   1981 — 1983
MBA, Finance

Bucknell University   1977 — 1981
BA, Economics and Math

William Cady William Cady Greater Boston Area Details
William Cady's Fidelity Investments Experience July 2001 - November 2001
Job Assistant Vice President at Citigroup
Industry Investment Management
Experience
Citigroup  August 2005 - Present
DEUTSCH ASSET MANAGEMENT   February 2004 - August 2005
PFPC, INC  November 2001 - February 2004
Fidelity Investments   July 2001 - November 2001
Fidelity Investments   May 2000 - July 2001
Fidelity Investments   January 1999 - May 2000

Education
Bryant University
Bachelor of Science, Business Administration; Marketing

NORTHEASTERN UNIVERSITY
Master of Science, Leadership; Financial Markets and Institutions

Susan DeBerardis, SPHR Susan DeBerardis, SPHR Providence, Rhode Island Area Details
Susan DeBerardis, SPHR's Fidelity Investments Experience May 2006 - October 2007
Job Director of Human Resources
Industry Mining & Metals
Experience
AJ Oster   May 2014 - Present
Kenney Manufacturing Company   January 2008 - May 2014
Fidelity Investments   May 2006 - October 2007
Harbor Hill Technology   April 2005 - April 2006
Bridge Technical Solutions  January 2004 - April 2005
Covansys  April 1997 - April 2003

Skills
Talent Acquisition, Employee Relations, Performance Management, Organizational..., Change Management, Leadership, Business Strategy, Business Acumen, Applicant Tracking..., Technical Recruiting, Sourcing, Recruiting, Onboarding, College Recruiting, Talent Management, Succession Planning, Team Building, Consulting, Interviews, Employee Benefits, Cross-functional Team...

Education
Bryant University   2013 — 2013

University of Rhode Island   1995 — 1999
MBA, Business Administration and Management, General

University of Vermont   1984 — 1988
BS, Business Administration

Charles Sibanda Charles Sibanda Boxborough, Massachusetts Details
Charles Sibanda's Fidelity Investments Experience July 1996 - December 1999
Job Global Supply Chain Management at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems  May 2012 - Present
DentaQuest  June 2007 - May 2012
OnProcess Technology  January 2005 - May 2007
Commex Communications   January 2001 - July 2005
Agilent Technologies  February 2000 - April 2001
Fidelity Investments   July 1996 - December 1999

Skills
Data Extraction, Business Intelligence, Microsoft SQL Server, Analysis, Windows, Oracle HR, Relational Databases, Access, Visio, Data Analysis, Database Administration, SharePoint, Business Analysis, Software Documentation, Requirements Analysis, Visual Basic, SQL, Process Improvement, MS Project, T-SQL, Vendor Management, Testing, Requirements Gathering, Oracle, SDLC, Security, Data Warehousing, Six Sigma, Business Objects, Leadership, Software Project...

Education
Southern New Hampshire University   2008 — 2009
Global MBA, International Business, GPA: 4

Southern New Hampshire University   2005 — 2008
BSc, Business Administration [Technical Management], Magna Cum Laude: GPA 3.7

Penn Foster College, Scranton PA   1993 — 1995
Master Computer Programming, Computer Science

Bunker Hill Community College   1991 — 1992
Electronics Technolgy, Electrical and Electronics Engineering, GPA: 3.9

Scott Jackson, CFP® Scott Jackson, CFP® Greater Boston Area Details
Scott Jackson, CFP®'s Fidelity Investments Experience 1996 - 1997
Job VPCustomer Experience/Head of Office of the Chairman at RBS Citizens
Industry Financial Services
Experience
RBS Citizens  April 2011 - Present
Bank of America  October 2009 - April 2011
Banc of America Investments  2008 - October 2009
Bank of America  2005 - July 2008
banc of america investments  2000 - 2005
Fidelity Investments   1996 - 1997

Skills
Banking, Project Management, Leadership, Mortgage Lending, Retail Banking, Credit, Management, Sales, Call Centers, Training, Risk Management

Education
Isenberg School of Management, UMass Amherst   2006 — 2009
MBA, Business Administration

Bryant University   2004 — 2005
Certificate in Financial Planning, Financial Planning

Southern New Hampshire University   1990 — 1994
Bachelor of Science (B.S.), Economics/Finance

Stephen Cusack Stephen Cusack Greater Boston Area Details
Stephen Cusack's Fidelity Investments Experience 1999 - 2001
Job Network Engineer at Analog Devices
Industry Information Services
Experience
Analog Devices  January 2012 - Present
Data Intensity  January 2011 - January 2012
Analog Devices  2001 - January 2011
Fidelity Investments   1999 - 2001
Fidelity Investments   1999 - 2001

Skills
Disaster Recovery, Cisco Technologies, Data Center, VMware, Active Directory, WAN, Network Design

Education
Bryant University   1997 — 2001
BS, Computer Information Systems

Jennifer Bopp Jennifer Bopp Providence, Rhode Island Area Details
Jennifer Bopp's Fidelity Investments Experience June 2013 - Present
Job Senior Information Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2013 - Present
Fidelity Investments   August 2011 - June 2013
Fidelity  November 2006 - July 2011

Skills
Economics

Education
Drexel University   2008 — 2013
Master's degree, Library and Information Science, 3.82

Bryn Mawr College   2002 — 2005
Master's degree, History of Art

Bryn Mawr College   1997 — 2001
Bachelor's degree, History of Art

Samantha O'Neil Samantha O'Neil Providence, Rhode Island Area Details
Samantha O'Neil's Fidelity Investments Experience January 2009 - Present
Job Senior Vice President at Fidelity
Industry Financial Services
Experience
Fidelity Investments   January 2009 - Present
Fidelity Investments   January 2000 - January 2008
Fidelity Investments   January 1998 - January 2000
KHJ Integrated Marketing   January 1997 - January 1998
EMI Strategic Marketing  January 1995 - January 1997

Skills
Integrated Marketing, Financial Services, Mutual Funds, Series 7, Analytics, Relationship Management, Segmentation, Strategy, Retirement, Investments, Product Management, Marketing Strategy, Direct Marketing, Thought Leadership, Wealth Management

Education
Georgetown University - The McDonough School of Business   1993 — 1995
MBA

Bryn Mawr College   1986 — 1990
Bachelor of Arts, Cum Laude

Rumon Fair Haven Highschool

Rumon Fair Haven Highschool

Charles M. Lyons Charles M. Lyons Salt Lake City, Utah Details
Charles M. Lyons's Fidelity Investments Experience December 1995 - August 1997
Job Securities Analyst at State of Utah Department of Commerce
Industry Government Administration
Experience
State of Utah  June 2004 - Present
Christensen & Jensen  September 2000 - June 2004
Fidelity Investments   December 1995 - August 1997
Aetna Life and Casualty  May 1993 - September 1995

Skills
Litigation, Civil Litigation, Legal Writing, Securities Regulation, Securities Litigation, Commercial Litigation, Legal Research, Appeals, Securities, Mediation, Arbitration, Corporate Law, Corporate Governance, Trial Practice, Trials, Courts, Fraud, Administrative Law, Westlaw, Internal Investigations, Trade Secrets, Criminal Law, Legal Assistance, Document Review

Education
University of Utah S.J. Quinney College of Law   1997 — 2000
J.D., Law

Bucknell University   1989 — 1993
B.A., Spanish / Political Science

BU Madrid

Victoria Hendrickson, CRPS® Victoria Hendrickson, CRPS® Greater Boston Area Details
Victoria Hendrickson, CRPS®'s Fidelity Investments Experience July 2013 - Present
Job Senior Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Fidelity Investments   January 2010 - Present
Fidelity Investments   2007 - 2010
Fidelity Investments   May 2006 - April 2007
Thrivent Financial for Lutherans  September 2005 - May 2006
Thrivent Financial for Lutherans  September 2001 - June 2005

Skills
Investments, Series 63, Sales, Series 7, Cold Calling, Management, Sales Presentations, Business Planning, Sales Operations, Retirement Planning, Mutual Funds, Retirement, 401k

Education
Industry Certifications   2010 — 2011
CRPS®

Bryant University   2001 — 2005
Bachelor of Science, Business Administration; Financial Services

Shrewsbury High School   1998 — 2001

William Ammann William Ammann Greater Boston Area Details
William Ammann's Fidelity Investments Experience May 1998 - July 2013
Job VP Software Engineering/Development Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 1998 - July 2013
Uniforce   1995 - 1998
Comforce  1995 - 1998
Newsday  1976 - 1994

Skills
Vendor Management, Management, SDLC, Integration, Agile Methodologies, Business Analysis, Software Project..., Process Improvement, Analysis

Education
Bryant University   1964 — 1968
B.S., Accounting

Tricia Duff Tricia Duff Greater Boston Area Details
Tricia Duff's Fidelity Investments Experience June 2000 - May 2009
Job ..
Industry Financial Services
Experience
Fidelity Investments   June 2000 - May 2009

Education
Bryant University   1994 — 1998
bachelors, CIS and Marketing

Steven Aicardi Steven Aicardi Greater Boston Area Details
Steven Aicardi's Fidelity Investments Experience July 1997 - Present
Job Principle Software Developer Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   July 1997 - Present
Data General  1982 - 1993

Skills
COBOL, JCL, DB2, SQL, CICS, CICS MAINFRAME..., EZTRIEVE, XML, MQ, DEBUG, INTERTEST, SMARTTEST, SOATest, TOAD, RD/Z, MVS/ESA, RTC, TSO, SDSF, VISIO, POWERPOINT, MS PROJECT, FSDM, AGILE, WATERFALL

Education
Bryant University   1985 — 1990
Bachelor of Science (BS), Business Administration, Management and Operations

Janet Stanhope Janet Stanhope Greater Boston Area Details
Janet Stanhope's Fidelity Investments Experience 1997 - 1999
Job RECRUITMENT | BUSINESS OPERATIONS ANALYSIS | PROJECT MANAGEMENT
Industry Computer Hardware
Experience
EMC  2010 - 2014
Consultant  2008 - 2009
EMC  2007 - August 2008
EMC  2002 - 2007
EMC  2001 - 2002
EMC  1999 - 2001
Fidelity Investments   1997 - 1999
CLAM Associates  1993 - 1997
The Weitz Company  1985 - 1990

Skills
Program Management, Project Management, Resource Management, Business Analysis, Software Documentation, Windows, Event Planning, Management, Integration, MS Project, Visio, Outsourcing, Oracle, IT Service Management, Project Planning, Budgets, Six Sigma, Disaster Recovery, Business Intelligence, Business Process, Business Process..., CRM, Cross-functional Team..., IT Management, ITIL, Process Improvement, Project Portfolio..., SDLC, Team Leadership, Cloud Computing

Education
Dean College   2010 — 2015
Bachelor of Business Administration (B.B.A.), GPA 3.7

Bunker Hill Community College   1996 — 1997

Roger Williams University   1984 — 1985

Dean College
Business Management Certification

Dean College
Business, Management, Marketing, and Related Support Services

Tracie Milton May Tracie Milton May Greater Boston Area Details
Tracie Milton May's Fidelity Investments Experience 1993 - 2001
Job at
Industry Financial Services
Experience
Wealth Management Industry   Strategic AdvisorSilver Bridge Advisors2009 - 2012
Fidelity Investments   1993 - 2001
The Boston Company  1984 - 1993

Skills
Wealth Management, Asset Allocation, Financial Services

Education
Simmons College - Simmons School of Management   1981 — 1984
MBA, Management

Bucknell University   1976 — 1980
BA, International Relations

Sarah Lefebvre Sarah Lefebvre Greater Boston Area Details
Sarah Lefebvre's Fidelity Investments Experience January 2008 - March 2009
Job Manager, Technical Development Program at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  March 2015 - Present
Liberty Mutual Insurance  December 2011 - March 2015
Liberty Mutual Insurance  August 2012 - September 2014
Liberty Mutual  May 2009 - December 2011
Fidelity Investments   January 2008 - March 2009

Skills
SDLC, SharePoint, Visio

Education
Bryant University   2005 — 2008
BSBA, Computer Information Systems

Tanya McDonald Tanya McDonald Dallas/Fort Worth Area Details
Tanya McDonald's Fidelity Investments Experience 1995 - 1998
Job Executive Director at Dallas Afterschool Network
Industry Nonprofit Organization Management
Experience
Dallas AfterSchool Network   May 2007 - Present
Spectrem Group  2002 - 2005
J.P. Morgan Private Bank   1999 - 2001
Fidelity Investments   1995 - 1998

Education
Bucknell University   1988 — 1992
BA, Economics

The Madeira School   1985 — 1988

Jennifer Haggerty Jennifer Haggerty Greater Boston Area Details
Jennifer Haggerty's Fidelity Investments Experience 1994 - 1998
Job CoPresident of Baby Basics, Inc.
Industry Philanthropy
Experience
Baby Basics, Inc.   HR ManagerMicrosoft1998 - 2002
Fidelity Investments   1994 - 1998

Skills
Fundraising, Non-profits, Nonprofits, Human Resources, Community Outreach, Leadership Development, Public Relations, Healthcare, Grants, Public Speaking

Education
Bucknell University   1987 — 1991
BA, English

University of Minnesota - Carlson School of Management
MAIR, HR

Shauna Skiba Shauna Skiba Greater Boston Area Details
Shauna Skiba's Fidelity Investments Experience May 2012 - Present
Job Business Analyst at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments   May 2012 - Present
Bryant University  September 2011 - May 2012
Fidelity Investments   May 2011 - May 2012
Stop & Shop  August 2006 - April 2012
Stop and Shop  August 2006 - April 2012

Education
Bryant University   2008 — 2012
Bachelor of Science (BS), Finance

Dorothy Nowak Dorothy Nowak Greater Boston Area Details
Dorothy Nowak's Fidelity Investments Experience October 1998 - January 2003
Job QA Document Specialist
Industry Pharmaceuticals
Experience
Synta Pharmaceuticals  2007 - 2009
Parish Growth Partners   January 2004 - April 2006
Fidelity Investments   October 1998 - January 2003

Education
INTERNAL - EXTERNAL TRAINING   2007 — 2008

Middlesex Community College   1984 — 1985
Secretarial Certificate Coursework

Bunker Hill Community College   1983 — 1984
Secretarial Certificate Coursework

Tanya McDonald Tanya McDonald Dallas/Fort Worth Area Details
Tanya McDonald's Fidelity Investments Experience 1995 - 1998
Job Managing Director, Strategy Services at Clarkson Davis
Industry Nonprofit Organization Management
Experience
Clarkson Davis  October 2015 - Present
Dallas Afterschool  April 2007 - June 2014
Spectrem Group  2002 - 2005
Enron Energy Services  January 2001 - November 2001
J.P. Morgan   1999 - 2001
Fidelity Investments   1995 - 1998

Skills
Non-profits, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Grant Writing

Education
The Madeira School   1995 — 1998

Bucknell University   1988 — 1992
Bachelor of Arts (B.A.), Economics

Sean Waters, MBA, CFP ® Sean Waters, MBA, CFP ® San Francisco Bay Area Details
Sean Waters, MBA, CFP ®'s Fidelity Investments Experience October 2009 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2009 - Present
Bank of America Investments  June 2006 - March 2009

Skills
Sales, Financial Services, Series 7, Series 9, Series 10, Retirement Planning, Relationship Management, Asset Allocation, Financial Planning, Leadership, Wealth Management

Education
San Francisco State University   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Bryant University   2002 — 2006
BS, Business/Finance

Gus Beehr Gus Beehr Greater Boston Area Details
Gus Beehr's Fidelity Investments Experience
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
SQL, Java, Agile Methodologies, Microsoft Office, Software Development, Microsoft Excel, JavaScript, SDLC, XML, Business Analysis

Education
Bucknell University   1962 — 1966
Business Administration and Management, General

Susan Rozzero Susan Rozzero Providence, Rhode Island Area Details
Susan Rozzero's Fidelity Investments Experience 2013 - Present
Job Consumer Lending at Santander Bank
Industry Financial Services
Experience
Santander Bank  March 2014 - Present
Fidelity Investments   2013 - Present
Fidelity Investments   July 2007 - Present
Providence, RI  2013 - January 2014
Providence, RI  1992 - 1997

Skills
Administrative..., Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Management, Budgets, Social Media, Training, Time Management, Access, Public Relations

Education
Roger Williams University   2003 — 2004
Took law classes (no degree earned), Criminal Justice and Corrections

Bryant University
Associate's degree, Business Administration and Management, General

Shaun Parker Shaun Parker Greater Boston Area Details
Shaun Parker's Fidelity Investments Experience 2001 - 2008
Job Senior Vice President Wealth Management at Aegis Capital
Industry Financial Services
Experience
Aegis Capital  2014 - Present
Bishop, Rosen & Co., Inc.   2009 - 2014
TD Bank  2008 - 2009
Fidelity Investments   2001 - 2008

Skills
Series 7, Alternative Investments, Investments, Portfolio Management, Equities, Asset Managment, Hedge Funds, Derivatives, Capital Markets, Financial Modeling, Saving for Education, CRPC, Series 63, Mutual Funds, Wealth Management, Fixed Income, Investment Strategies, Investment Advisory, Separately Managed..., IRAs, Fixed Annuities, Financial Analysis, Life Insurance, Options, ETFs, Wealth Management..., Structured Products, High Net Worth..., Long-term Care, Equity Trading, Equity Research, Equity Derivatives, Securities, Investment Management, Retirement Planning, Asset Allocation, Strategic Financial..., Bonds, 529 Plans, 401k Rollovers, Variable Annuities, Trading, Municipal Bonds, Risk Management, Asset Management, Wealth, Private Banking, Institutional..., Financial Structuring, Private Placements

Education
Bryant University   1998 — 2002
Bachelor of Science (BS), Finance and Financial Management Services

Sean Martell Sean Martell Portsmouth, New Hampshire Details
Sean Martell's Fidelity Investments Experience June 2006 - July 2006
Job System Administrator at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance  August 2014 - Present
Liberty Mutual Insurance  September 2013 - August 2014
Bryant University  May 2012 - August 2013
Bryant University  August 2011 - May 2012
Bryant University  2012 - 2012
Gem Plumbing, Heating & Electric   September 2011 - November 2011
Granite State Credit Union  June 2008 - August 2011
Fidelity Investments   June 2006 - July 2006

Skills
Social Media Marketing, Team Leadership, Public Speaking, Presentation Development, Microsoft Office, Data Analysis, Information Technology

Education
Bryant University   2012 — 2013
Master of Business Administration (M.B.A.), Global Supply Chain Management

Bryant University   2008 — 2012
BSBA, Marketing

Wayne Stepalavich Wayne Stepalavich Providence, Rhode Island Area Details
Wayne Stepalavich's Fidelity Investments Experience April 2004 - July 2005
Job Supervisor of Business Intelligence Development at LabCorp
Industry Biotechnology
Experience
LabCorp  June 2011 - Present
LabCorp  July 2006 - June 2011
Collaborative Consulting  November 2005 - June 2006
Blackrock Investments   July 2005 - November 2005
Fidelity Investments   April 2004 - July 2005
Fidelity Investments   June 2000 - December 2002
Chase Manhattan Bank  August 1998 - June 2000

Skills
Business Intelligence, Cognos, Data Warehousing, SDLC, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Software Project..., SQL, Agile Methodologies, Project Management, Analysis, Access

Education
Bryant University   2002 — 2004
MSIS, Information Systems

Bryant College   1990 — 1994
BS, Business Management

Thomas Connolly Thomas Connolly Washington D.C. Metro Area Details
Thomas Connolly's Fidelity Investments Experience 2010 - 2010
Job Software Security Researcher
Industry Computer & Network Security
Experience
Independent Security Evaluators  October 2014 - Present
Veracode  October 2012 - November 2014
Booz Allen Hamilton  June 2011 - October 2012
Bryant University  January 2008 - May 2011
Fidelity Investments   2010 - 2010

Skills
Penetration Testing, Application Security, Computer Security, Software Development, Web Development, Systems Engineering, Python, Java, Reverse Engineering, Malware Analysis, Linux, Mobile Security, Vulnerability Research, Code Review, Exploitation, Fuzzing, x86, C, Cryptography, C++, DRM

Education
Bryant University   2007 — 2011
Bachelor of Science, Computer Science & Business Administration

Todd Bernstein Todd Bernstein Hingham, Massachusetts Details
Todd Bernstein's Fidelity Investments Experience 1997 - May 2005
Job Director Institutional Equities at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  May 2011 - Present
FBR Capital Markets  May 2005 - May 2011
Fidelity Investments   1997 - May 2005

Education
Bryant University   1994 — 1998

Plymouth North HS

Similar Companies