Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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.
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Fidelity Investments Employees
Constant Contact July 2012 - Present
Kemper Corporation 2005 - July 2012
Fidelity Investments 2003 - 2005
Carnegie Mellon University Human Computer Interaction Institute May 2002 - July 2003
Carnegie Mellon Institute for Talented Elementary Students January 2000 - July 2003
Carnegie Mellon University Field Robotics Center January 2000 - June 2001
Skills
Java Enterprise Edition, Agile Methodologies, SOA, Java, JavaScript, Spring, Web Applications, DB2, Oracle, Struts, Data Analysis, SDLC, Testing, Integration, JSF, Sybase, XML, OOAD, Requirements Analysis, Project Management, Enterprise Architecture, Requirements Gathering, Visio, Software Documentation, Design Patterns, UML, REST, Eclipse, jQuery, MySQL, Puppet, JBoss Application Server, Jetty, Jenkins, Drools, Full SDLC, JSON, JIRA, JUnit, Git, RSpec
Education
Carnegie Mellon University
Bachelor of Science (BS), Cognitive Science and Computer Science
Fidelity Investments May 2013 - Present
nPario Inc. May 2011 - April 2013
Inquiro Group October 2007 - May 2011
McAfee Inc. April 2007 - October 2007
Yahoo! Inc. June 2004 - March 2007
America Online June 2003 - June 2004
Gemstar TV Guide October 1997 - April 2001
Arthur Andersen May 1995 - October 1997
Skills
Analytics, Product Management, Big Data, Web Analytics, Monetization, Analysis, Relationship Management, Search Advertising, Organic Search, Copywriting, Start-ups, Display Advertising, SEM, E-commerce, SEO, Strategy, Marketing Strategy, Omniture, Google Adwords, Google Analytics, Performance Attribution, Business Development, Project Management, Digital Marketing, Online Advertising, Business Strategy, Multi-channel Marketing, PPC, Marketing, Digital Media, Competitive Analysis
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Business Administration and Management, General
Occidental College 1990 — 1994
BA, Economics
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - December 2013
Fidelity Investments May 2012 - August 2012
Overseas Chinese Banking Corporation May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Data Analysis, Ruby, Ruby on Rails, SQL, Oracle SQL Developer, Python, R, SPSS
Education
Carnegie Mellon University 2010 — 2013
Bachelor of Science (BS), Information Systems, 3.92
Carnegie Mellon University 2010 — 2013
Bachelor of Science (BS), Economics and Statistics, 3.92
Anadarko Petroleum Corporation October 2014 - Present
SPAR Solutions, LLC May 2014 - Present
General Motors - OnStar April 2013 - March 2014
General Motors - OnStar July 2011 - April 2013
Spar Solutions October 2008 - July 2011
Walgreens May 2008 - July 2008
Compuware December 2006 - May 2008
JDM Systems Consultants June 2006 - December 2006
Chrysler February 2005 - June 2006
Fidelity Investments June 2003 - October 2004
Skills
Java Enterprise Edition, Architectures, Enterprise Architecture, SOA, SQL, Architecture, .NET, J2EE, Java, Software Project..., Technology Evaluation, Call Center Technologies, SOA Architectures, High Availability, VMware, Infrastructure, CRM, CRM software, CTI, Deployment Planning, ITIL v3 Foundations..., Cloud Computing, SDLC, Business Analysis, Project Management, Integration, Solution Architecture, IT Strategy, Agile Methodologies, Requirements Analysis, Oracle, Unix, Scrum, Web Services, Software Development, UML, Data Modeling, System Architecture, Requirements Gathering, Agile Project Management, ITIL, PMP, Application Architecture, XML, Microsoft SQL Server, Databases, Spring Framework, WebLogic
Education
Carnegie Mellon University 2012 — 2012
Certified Enterprise Architect, Enterprise Architecture
Loyola University of Chicago 2000 — 2002
Masters, Computer Science
Shivaji University 1994 — 1998
Bachelor of Engineering, Electronics
IBM Cloudant February 2014 - Present
Dell August 2010 - February 2014
TVM Capital Corp. June 2006 - July 2010
Z-Tech Associates 2005 - 2006
BeNOW (now Equifax) 2002 - 2005
Equifax Database Marketing Services 2002 - 2005
Equifax Marketing Services (formerly BeNow) 2002 - 2005
Miami Seaquarium June 2004 - August 2004
Fidelity Investments 1999 - 2000
John Leslie Consulting 1994 - 1997
Skills
Network Administration, Windows Network..., VMware, Virtualization, Linux, Windows, Network Design, Active Directory, System Administration, Solaris, Computer Hardware, Cisco, Disaster Recovery, Network Security, Unix, TCP/IP, Firewalls, Troubleshooting, Servers, DNS, Microsoft Office, Databases, Switches, Perl, Windows Server, VPN, Data Center, Windows Server 2003, VMware Infrastructure, Networking, Hyper-V, Cloud Computing, vSphere, SAN, VMware ESX, IT Operations, Technical Support, Microsoft Exchange, Storage Area Networks, Storage
Education
Gordon College 1999 — 2001
BS, Computer Science
Cedarville University 1997 — 1999
BS, Computer Science
Fidelity Investments May 2013 - Present
Fannie Mae August 2012 - May 2013
1st Global January 2012 - August 2012
Robert W. Baird & Co. September 2006 - January 2012
US Bancorp Fund Services LLC September 2000 - September 2006
Cincinnati Tool Steel January 2000 - June 2000
PrimeCast 1999 - 2000
Carthage College 1995 - 1999
Skills
Analysis, Access, Microsoft Excel, SharePoint, SQL, Business Analysis, VBA, Performance Reporting, Management, Microsoft Access, Microsoft Office, Databases, Leadership, Microsoft SQL Server, Software Documentation, Project Management, Testing, Requirements Gathering, Data Analysis, Integration, Securities, Mutual Funds, Business Intelligence, Fixed Income, Risk Management, Leadership Development..., Visio, Vendor Management, Accounting, Data Warehousing, SQL Server, APL, Thomson One, Thompson One, SDLC, Quality Assurance, Software Project..., MVVM, .NET, Unit Testing
Education
Carthage College 1995 — 1999
Bachelor of Arts (BA), Mathematics
South Beloit High School 1991 — 1995
Fidelity Investments January 2015 - Present
J.Crew August 2014 - January 2015
The Center for Teaching and Learning May 2011 - May 2012
Target March 2008 - July 2008
Central Kitsap High School September 2007 - January 2008
Skills
Customer Service, Sales, Web Content Management, XHTML, CSS, Dreamweaver, Photoshop, Illustrator, After Effects, Adobe Audition, Graphic Design
Education
Cedarville University 2008 — 2012
Bachelor of Arts (B.A.), Electronic Media
Central Kitsap High School 2005 — 2008
High School Diploma
iVantage Health Analytics July 2014 - Present
iVantage Health Analytics September 2012 - June 2014
Remedy Partners June 2010 - May 2012
Fidelity Investments January 2006 - March 2008
Fidelity Investments January 2000 - December 2005
Fidelity Investments January 1993 - March 2000
Skills
Product Development, Software Development..., Offshore Software..., HIPAA, EC2, Cloud Computing, Groovy, Healthcare IT, Enterprise Software, Enterprise Architecture, Application Architecture, Start-ups, Early Stage Companies, Venture Capital, Analytics, Healthcare, Software Engineering, Software Development, Integration, Vendor Management, Program Management, Agile Methodologies, Healthcare Information..., SaaS, Product Management, Distributed Systems, Project Portfolio..., Architectures, Web Applications, Consulting, Strategy, Business Intelligence, Management, IT Strategy, Architecture, Requirements Analysis
Education
Carnegie Mellon University
Applied Mathematics
Fidelity Investments February 2012 - Present
Fidelity Investments October 2010 - February 2012
Fidelity Investments May 2009 - October 2010
Fidelity Investments July 2007 - May 2009
Skills
Legal Writing, Legal Review, Defined Benefit, Defined Contribution, Research, Mutual Funds, Microsoft Excel, Relationship Management, Customer Service, Investments, Financial Services, Securities, Legal Documents, Case Management, Project Management
Education
Cedarville University 2003 — 2007
Bachelor of Arts (B.A.), Pre-Law Studies
Fidelity Investments April 2013 - Present
Northrop Grumman Information Systems January 2011 - April 2013
Northrop Grumman Corporation March 2008 - January 2011
Northrop Grumman Corp October 2005 - March 2008
Northrop Grumman Corporation October 2003 - October 2005
Northrop Grumman Corporation May 2002 - October 2003
US Army November 1995 - November 1999
Skills
Information Security, CISSP, MBA, Program Management, Information Assurance, Systems Engineering, DoD, Security Clearance, Security, Integration, Enterprise Software, Computer Security, Enterprise Architecture, Strategy, Configuration Management, Government, Defense
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, Business Strategy, Mgmt of Information Systems
Dickinson College 1991 — 1995
BS, Physics
Sun Life Financial November 2012 - Present
Bermuda Monetary Authority September 2007 - September 2011
Ernst & Young April 2004 - June 2007
Fidelity Investments August 2001 - October 2003
Independent Order of Foresters January 2000 - August 2001
CIBC June 1998 - January 2000
National Trust May 1996 - May 1998
Towers Watson June 1990 - May 1996
Skills
Performance Management, Talent Management, Change Management, Employee Engagement, Succession Planning, Coaching, Executive Coaching, Human Resources, Organizational Design, Onboarding, Strategic Planning, HR Transformation, HR Policies, Talent Acquisition, Strategy, Management Development, Leadership, Career Development, Personnel Management, Employer Branding, Employee Benefits, HRIS, Recruiting
Education
Carleton University 1981 — 1984
Fidelity Investments July 2011 - Present
Simmons College March 2013 - April 2013
Fidelity Investments September 2006 - July 2011
Mount Holyoke College October 2005 - May 2006
Capital Community College June 2005 - October 2005
University of Connecticut August 1998 - August 2004
Western State College August 1996 - July 1998
Colorado State University 1995 - 1996
Castleton State College August 1993 - December 1993
Skills
Research, Library, Collection Development, Higher Education, Management, Public Speaking, Information Organization, Analysis, Training, Vendor Management, Library Science, Microsoft Excel, Strategic Planning, Library Instruction, Electronic Resources, ILS Management, Libraries, Intuit QuickBase
Education
Simmons College 2005 — 2007
MSLIS, Library Science
Colorado State University 1994 — 1996
MS, Student Affairs in Higher Education
Castleton State College 1989 — 1993
BA, History
Development Solutions Organization October 2012 - Present
Fidelity Investments January 2015 - May 2015
Fidelity Investments January 2015 - May 2015
Fidelity Investments January 2013 - December 2014
Fidelity Investments July 2011 - December 2012
Carnegie Mellon University 2007 - 2011
Carnegie Mellon University August 2009 - December 2010
Fidelity Investments June 2010 - August 2010
Center for the Neural Basis of Cognition May 2009 - August 2009
AlertEnterprise May 2008 - August 2008
Skills
SQL, Matlab, Visual Basic, Data Analysis, Haver, Business Analysis, Agile Methodologies, Unix, Fixed Income, Fixed Income Portfolio..., Financial Risk..., R, VBA, Quality Assurance
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2007 — 2011
Bachelor's of Science, Electrical and Computer Engineering; Minor, Computational Neuroscience
Victoria Junior College 2005 — 2006
A levels
SunGard Global Services November 2009 - Present
Fidelity Investments August 2007 - October 2009
The Hackett Group March 2006 - August 2007
Darwin Partners January 2005 - March 2006
Stanford Consulting Works January 2001 - January 2005
Answerthink July 1998 - January 2001
Oracle July 1995 - March 1998
IRI Software May 1992 - July 1995
Information Resources 1992 - 1995
IRI and IRI Software 1992 - 1995
Skills
Data Warehousing, Business Intelligence, Information Management, Data Modeling, OLAP, Analytics, Knowledge Management
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1979
MSIA with honors, Accounting and Finance
Tufts University 1972 — 1976
BA, Chemistry
Joseph Consulting September 2014 - Present
HealthcareSource August 2010 - September 2014
Fluid Trade January 2009 - January 2010
Microsoft July 1999 - October 2008
Groove Networks July 1999 - March 2005
Northeastern University 1998 - 2005
Fidelity Investments April 1994 - July 1999
Stratus Computer August 1988 - June 1994
Camp Coniston 1981 - 1983
Skills
Cloud Computing, SaaS, Security, Enterprise Architecture, Enterprise Software, Software Development, Product Management, Program Management, Network Security, Professional Services, .NET, Unix, Networking, Software Project..., Software Engineering, XML, Agile Methodologies, SQL, Business Intelligence, C#, Agile Project Management, Firewalls, Architecture, Distributed Systems, Strategic Partnerships, Team Leadership, Solution Selling, Salesforce.com, Scrum, Requirements Analysis, Integration, Virtualization, SharePoint, IT Strategy, Microsoft SQL Server, Computer Security, Solution Architecture, Infrastructure, Disaster Recovery, Bacon, Scalability, Data Center, SOA, Databases, IT Management, High Availability, Linux, Storage, Solaris, Perl
Education
Carnegie Mellon University 1984 — 1988
BS, Technical Writing/Computer Science
Choate Rosemary Hall 1981 — 1984
High School
New Canaan Country School 1976 — 1981
BlueMetal Architects April 2012 - Present
Quantix Corp January 1994 - 2012
Bulwark Solutions March 2009 - January 2010
Fidelity Investments August 1993 - July 2008
PHT Corporation December 1999 - January 2001
Chase Manhattan Corporation June 1993 - August 1993
Sony Music Entertainment February 1993 - June 1993
Computer Task Group December 1992 - February 1993
Chemical Bank August 1992 - August 1992
Pyramid Development Corp May 1992 - July 1992
Skills
Enterprise Architecture, .NET, WCF, Visual Studio, Software Development, Windows, VSTO, SOA, VBA, Architecture, SharePoint, SDLC, Enterprise Software, Microsoft SQL Server, ASP.NET, C#, Web Services, Design Patterns, T-SQL, WPF, TFS, Silverlight, Architectures
Education
Carnegie Mellon University
Facing History and Ourselves January 2006 - Present
National Center on Family Homelessness April 2000 - January 2006
Fidelity Investments January 1998 - April 2000
Skills
Non-profits, Event Planning, Grant Writing, Program Development, Strategic Planning, Budgeting, Nonprofits, Project Management, Budgets, Community Outreach, Volunteer Management, Grants, Stewardship, Annual Giving, Non-profit..., Community Organizing
Education
Case Western Reserve University 2002 — 2004
Masters Degree, Nonprofit Management
The College of Wooster 1993 — 1997
Bachelor of Arts, Communication
PwC September 2015 - Present
Cerulean Pharma, Inc June 2014 - August 2014
Fidelity Investments October 2012 - June 2013
Fidelity Investments November 2011 - September 2012
Fidelity Investments November 2010 - October 2011
Fidelity Investments February 2010 - November 2010
Skills
Investments, Marketing, Mutual Funds, Teamwork, Equities, Analytical Skills, Leadership, Communication, CRM, Strategic Financial..., Organization, Problem Solving
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2005 — 2009
Bachelor of Science, Economics
Tuck School of Business at Dartmouth 2009 — 2009
Tuck Business Bridge Program
Trinity College, Dublin 2007 — 2008
School of Economics; School of Law
Concord-Carlisle High School 2001 — 2005
Yahoo Employee Foundation February 2015 - Present
Yahoo! March 2010 - Present
Self Employed February 2009 - March 2010
Forrester Research May 2008 - February 2009
Fidelity Investments December 2006 - February 2008
Fidelity Investments August 1999 - December 2006
Fidelity Investments September 1993 - August 1999
Cambridge Technology Partners February 1993 - September 1993
Xerox Corp. July 1989 - February 1993
Skills
Enterprise 2.0, IT Governance, Knowledge Management, Enterprise Collaboration, Open Source, Open Standards, Thought Leadership, Governance, Communication Skills, Presentation Development, Enterprise Architecture, SOA, Humor, Public Speaking, Integrity, Agile Methodologies, Passion for Helping..., Cloud Computing, Storytelling, Unix, Product Management, Business Development, Integration, Social Networking, Team Leadership, Strategy, Management, Project Management, Cross-functional Team..., IT Strategy, Business Strategy, Analytics, Enterprise Software, Software Development, Program Management, Information Architecture, SharePoint, Web 2.0, Consulting, Web Services, Big Data, Business Process, Leadership, Mobile Applications, Mobile Devices, Security, Architecture, Analysis, Vendor Management, Content Management
Education
Case Western Reserve University 1986 — 1989
Scholars BS, Artificial Intelligence
Cleveland State University 1985 — 1986
McKinsey & Company July 2013 - Present
Tepper School of Business (Carnegie Mellon University) July 2011 - June 2013
McKinsey & Company June 2012 - August 2012
Aon Hewitt June 2010 - June 2011
Aon Hewitt April 2009 - June 2010
Fidelity Investments September 2006 - April 2009
Hewitt Associates May 2004 - September 2006
Quark Media House June 2003 - April 2004
Skills
Product Management, Product Marketing, Marketing Strategy, Business Strategy, Software Project..., Project Management, Strategy, Management Consulting, Competitive Analysis, Strategic Planning, Business Development, Management, Program Management, Requirements Analysis, Process Improvement, Project Planning, Marketing, IT Strategy, Negotiation, New Business Development, Corporate Finance, Business Analysis, Strategic Consulting, Leadership, Cross-functional Team..., Collaborative Problem..., Cross-functional..., System Testing, Analytics, Software Development, Testing, Analysis, Data Analysis, Team Building, Team Leadership
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Strategy, Information Systems, Operations
Punjabi University 1999 — 2003
Bachelor of Technology, Computer Science
Federal Deposit Insurance Corporation October 2013 - Present
Federal Reserve Board July 2011 - October 2013
Federal Deposit Insurance Corporation December 2005 - July 2011
The Brookings Institution 2004 - 2005
Fidelity Investments 2003 - 2004
Skills
Stata, Econometrics, Business Intelligence, Public Policy, Data Analysis, Policy, Economics, SAS, Quantitative Analytics, Policy Analysis, Macroeconomics, Finance, International..., Statistics, Economic Research, Government
Education
University of Maryland College Park 2006 — 2015
Ph.D., Public Policy
Tufts University 2002 — 2003
M.A., Economics
Carleton College 1996 — 2000
B.A., English
Fidelity Investments September 2013 - Present
Fidelity Investments May 2010 - September 2013
SSgA March 2003 - January 2010
Delaware Investments, a member of the Macquarie Group October 1998 - March 2003
Fidelity Investments July 1996 - September 1998
Federated Investors June 1992 - July 1996
Skills
Mutual Funds, Series 7, Separately Managed..., ETFs, 401k, Series 63, Series 24
Education
Carnegie Mellon University 1988 — 1992
B.S., Industrial Management
Canopach February 2010 - Present
Fidelity Investments August 2006 - December 2009
McKnight Associates 2002 - 2006
The Hackett Group 1998 - 2002
Legacy Technology / answerthink 1992 - 1998
Interactive Data 1987 - 1992
Skills
Business Intelligence, Data Warehousing, Analytics, Management Consulting, Performance Management, Strategy, IT Strategy, Business Process..., Program Management, SDLC, Vendor Management, Enterprise Architecture, ETL, Integration, Business Process, Business Analysis, Enterprise Software, Outsourcing, Solution Architecture, Risk Management, Professional Services, Consulting, Start-ups
Education
Carnegie Mellon University 1978 — 1982
B.S., Mathematics
Fidelity Investments 2013 - Present
MetLife 2009 - 2012
Goldman Sachs / Global Manager Strategies 2006 - 2008
Wellington Management 2002 - 2005
Putnam Investments 1997 - 2002
GTE - Investment Management Corporation 1991 - 1997
Citi Group 1980 - 1991
Skills
@Risk, Alternative Investments, Leadership, Portfolio Management, Risk Management, Investments, Equities, Financial Modeling, Mutual Funds, Capital Markets, Financial Risk, Derivatives, Securities, Asset Allocation, Investment Strategies, Financial Services, Investment Management, Board of Directors
Education
Carnegie Mellon University
B.S., Engineering & Finance
Massachusetts Institute of Technology - Sloan School of Management
S.M., Finance
Fidelity Investments January 2007 - Present
PRTM November 2000 - January 2007
A.T. Kearney September 1998 - May 2000
Oracle Corporation January 1993 - September 1996
Digital Equipment Corporation September 1989 - January 1993
Skills
Program Management, Business Process..., Product Lifecycle..., Business Strategy, Portfolio Management, Start-ups, Management, Six Sigma, Financial Analysis, Project Portfolio..., Strategic Financial..., Product Development, Analysis, Strategy, Accounting, Management Consulting, Finance, Change Management, Business Analysis, Process Improvement, Investments, Strategic Planning, Business Transformation, Business Planning, Financial Modeling, Analytics, Mergers & Acquisitions, PMP, Vendor Management, Acquisition Integration, Leadership, Banking, Risk Management, Business Development, Cross-functional Team..., Due Diligence, Telecommunications, Executive Management, Financial Services, Competitive Analysis, Product Management, Auditing, Forecasting, Business Process, Outsourcing, CRM, IT Strategy, Relationship Management, P&L Management
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1998
MBA
Providence College 1985 — 1989
BS
Junior Year Abroad, London UK 1987 — 1988
The London School of Economics and Political Science (LSE) 1987 — 1988
Fidelity Investments January 2015 - Present
Self-Employed / Freelance June 1999 - Present
Artist January 1993 - Present
Skills
Information Design, Sales, Information Gathering, Market Evaluations, User Experience, Interaction Design, Graphic Design, Creative Direction, Web Design, Experience Design, Illustrator, Adobe Creative Suite, Design Strategy, Usability Testing, InDesign, Art, Event Management, Brand Development, Corporate Identity
Education
Carnegie Mellon University 1991 — 1993
BFA
Federal Reserve Bank of New York May 2014 - Present
Banes Capital Group, LLC April 2012 - March 2014
Mitsubishi UFJ Securities (USA), Inc. March 2011 - April 2012
SGCIB December 2008 - March 2011
SGCIB October 2006 - December 2008
SGCIB December 1999 - September 2006
Merrill Lynch 1997 - 1999
Fidelity Investments July 1995 - March 1997
Skills
Credit Trading, Structured Finance, Risk Management, Derivatives, CDO, Trading Systems, Proprietary Trading, Credit, SBA, SBA 504, Fixed Income, Trading, Structured Products, Equity Derivatives, Credit Derivatives, Hedge Funds, Investment Banking, Equities, Bonds, Financial Services, Portfolio Management, CDS, CLO, Loans, Capital Markets, Financial Structuring, Swaps, ABS, Interest Rate..., FX Options, Alcoholic Beverages, Cheese
Education
Carnegie Mellon University 1991 — 1995
BS, Mathematics, Computer Science, Finance
The Doon School 1985 — 1991
ISC, Physics, Mathematics, Chemistry and Computer Science
Preventure, Inc. May 2013 - Present
Castleton State College January 2013 - May 2013
Northeast Sports Network September 2012 - May 2013
Fidelity Investments May 2012 - August 2012
Aubuchon Hardware September 2011 - January 2012
Fidelity Investments June 2011 - August 2011
Castleton State College September 2010 - May 2011
Castleton State College August 2010 - May 2011
Skills
Data Analysis, PowerPoint, Microsoft Office, Public Speaking, Salesforce.com, Google Apps, Microsoft Excel, Academic Tutoring, SPSS, Minitab, Organization, Google Analytics, Google Docs, Microsoft SQL Server, Database Design, Data Warehousing, Salesforce.com...
Education
Castleton State College 2009 — 2013
Bachelor's Degree, Mathematics & Statistics, Minor in Business Administration, 3.49
Portsmouth High School 2005 — 2009
Diploma
Fidelity Investments April 2014 - Present
Denver Jobs Network March 2010 - Present
High Point Financial Group, LLC April 2009 - March 2014
OppenheimerFunds July 2004 - January 2009
Echostar October 2002 - July 2004
The Vanguard Group 1997 - 2002
Skills
Positivity, Visionary, Strategic Thinking, Belief, Connector, Retirement Planning, Asset Managment, Long Term Care Insurance, Life Insurance, Leadership, Relationship Management, 401k Rollovers, Management, Customer Satisfaction, Strategic Planning, Program Management, Mutual Funds, Investments, Asset Management, Leadership Development, Project Management, Recruiting, Employee Benefits, Process Improvement, Risk Management, Series 6, Strategy, Connectors, B2B, Contract Negotiation, Strategic Financial..., Executive Management, Insurance, Operations Management, Cross-functional Team..., Financial Analysis, 401k, Public Speaking, Finance, Change Management, Series 7, Business Planning, Networking, Call Centers, Securities, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Customer Service, Product Management
Education
Cedarville University 1986 — 1990
BA, Accounting, minor in Bible
Saint Joseph's University
MBA, Management, Finance
Fidelity Investments February 2013 - Present
Welch Allyn November 2010 - February 2013
Moment September 2005 - December 2010
(various) 2001 - 2004
Skills
Interaction Design, Information Architecture, User Experience, Prototyping, Project Planning, Product Strategy, User-centered Design, Personas, Human-computer..., Heuristic Evaluation, Experience Design, User Interface Design, Product Design, Contextual Inquiry, Design Strategy, Information Design, Rapid Prototyping, Mobile Design, Web Design, User Scenarios, Participatory Design, Axure, Usability Testing, Prototype, Persona, Human Computer..., Card Sorting, Product Management, Usability, User Experience Design, Visual Design, Service Design, Mobile Applications, User Interface, Task Analysis, Wire Framing, Usability Engineering, OmniGraffle, Paper Prototyping, Site Maps, Design Thinking, Ethnography, Mockups, Heuristic Analysis
Education
Carnegie Mellon University 2004 — 2005
Master's Degree, Human-Computer Interaction
Syracuse University - S.I. Newhouse School of Public Communications 1997 — 2001
Bachelor of Science, Visual and Interactive Communications, Photography, Information Management and Technology
Fidelity Investments Operational Excellence ConsultantLincoln Financial GroupMarch 2008 - June 2013
Lincoln Financial Group April 2005 - January 2008
Skills
Financial Services, Business Analysis, Process Improvement, Risk Management, Requirements Gathering, SDLC, Six Sigma, Project Management, Analysis, Lean Manufacturing
Education
Case Western Reserve University School of Law 1980 — 1983
Colgate University 1976 — 1980
BA, Political Science
Plexus November 2008 - Present
Fidelity Investments May 2007 - October 2008
North Carolina State University August 2006 - May 2007
Corbin Russwin November 2002 - April 2006
Pratt & Whitney June 1998 - October 2002
North Carolina State University 1996 - 1998
Skills
Cost Analysis, Manufacturing..., Process Improvement, Lean Manufacturing, Engineering, Mechanical Engineering, Engineering Change..., Customer Management, Project Management, Cost Benefit, Engineering Management, Program Management, Manufacturing, Kaizen, Manufacturing..., Cross-functional Team..., DMAIC, Operational Excellence, Six Sigma, Process Engineering, Value Stream Mapping, FMEA, Root Cause Analysis, Continuous Improvement, Design for Manufacturing, Product Development, SPC, Electronics
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2002
MBA, Business Administration
North Carolina State University 1996 — 1998
MSME, Mechanical Engineering
Georgia Institute of Technology 1991 — 1996
BME, Mechanical Engineering
Fidelity Investments, Personal Investing Division November 2011 - Present
Fidelity Investments, Institutional and Intermediary Division July 2006 - November 2011
Fidelity Investments, Personal Investments Division 2003 - 2006
Fidelity Investments, Personal Investments Division 1999 - 2003
Fidelity Investments 1996 - 2003
Fidelity Investments, Fidelity Service Company 1993 - 1996
Accenture 1989 - 1993
Skills
Business Analytics, Analytics, Program Management, Big Data, Predictive Modeling, Segmentation, Business Intelligence, Data Warehousing, CRM, Marketing, Marketing Analytics, Business Insights, Data Visualization, Lead Generation, Data Management, Customer Acquisition, Personalization, Data Science, Data Governance, Data Mining, Data Strategies, Data Analysis
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA, Marketing and Information Systems
Worcester Polytechnic Institute 1984 — 1987
BS, Electrical Engineering
O'Brien Management March 2006 - Present
Fidelity Investments March 2001 - March 2006
mPower January 2000 - February 2001
Hewitt Associates 1980 - 1995
Education
University of Minnesota - Carlson School of Management 1978 — 1980
MBA
Carleton College 1975 — 1977
BA, economics
NVRHS
Fidelity Investments June 2014 - Present
Logical Design Solutions June 2010 - June 2014
Logical Design Solutions September 2006 - June 2010
Logical Design Solutions May 2004 - September 2006
Cognetics Corporation November 2000 - May 2004
Johnson & Johnson Health Care Systems, Inc. 1997 - 1999
Janssen Pharmaceutica 1996 - 1997
The College of New Jersey 1993 - 1996
Skills
User Experience, Interaction Design, User-centered Design, Heuristic Evaluation, Wireframes, User Research, Usability Engineering, Usability, Usability Testing, Contextual Inquiry, Information Architecture, Persona, User Interface Design, Paper Prototyping, User Interface, Requirements Analysis, Information Design, Rapid Prototyping, Card Sorting, User Experience Design, Visio, Experience Design, Personas, Human Computer..., Human-computer..., Task Analysis, Axure
Education
Carnegie Mellon University 1999 — 2000
M-HCI, Human-Computer Interaction
The College of New Jersey 1993 — 1997
BS, Computer Science
MyFuelUp February 2014 - Present
Fidelity Investments July 2015 - September 2015
Atypon June 2014 - July 2015
Target Book January 2014 - April 2015
University of Michigan March 2014 - April 2014
Olark March 2014 - April 2014
University of Michigan 2008 - 2013
Carnegie Mellon University June 2005 - June 2008
Skills
Human Computer..., User Experience, Usability, Web Design, Qualitative Research, Quantitative Research, Interaction Design, Statistics, Data Analysis, SPSS, Design Research, Research Design, R, Usability Testing, Contextual Inquiry, User-centered Design, User Research, Survey Research, Information Architecture, Heuristic Evaluation, Photoshop, Illustrator, InDesign, HTML, CSS, Design of Experiments
Education
University of Michigan 2008 — 2013
Doctor of Philosophy (PhD), Information Science/Studies
Carnegie Mellon University 2000 — 2005
Bachelor of Science (BS), Psychology
PwC March 2013 - Present
CIBC June 2010 - December 2012
Fidelity Investments January 2001 - February 2010
Fidelity Investments April 1996 - December 2000
Skills
Oracle, SDLC, PL/SQL, DB2, Systems Analysis, Crystal Reports, Sybase, Unix Shell Scripting, Requirements Analysis, Business Requirements, Informatica, T-SQL, Java, XML, PVCS, VSS, Microsoft SQL Server, Pl Sql Developer, Crystal Reports 10, VB.NET, VBA, Microsoft Excel, CA Visual Objects, Spreadsheet Gear, QlikView, Internal Controls, ITGC, SoX Report Testing, IT Audit, SoX Compliance Testing
Education
Carleton University 1989 — 1992
Bachelor of Science, Computer Mathematics and Management Information Systems
Aga Khan Kenya Secondary
University of Hawaii at Manoa March 2013 - Present
UNC Greensboro August 2011 - December 2012
Commonwealth Financial Network 2008 - 2011
Fidelity Investments 2006 - 2008
Investors Bank & Trust 2003 - 2006
Skills
Access, Word, Stata, SQL, Excel, SAS, VBA, PowerPoint, Matlab, Process Improvement, Economics, Statistics, Microsoft Excel, Business Analysis, Leadership, Data Analysis, Management, Research
Education
University of North Carolina at Greensboro 2011 — 2012
MA, Applied Economics
University of Illinois at Urbana-Champaign 2009 — 2011
Mathematics
Harvard University 2009 — 2010
Economics
Case Western Reserve University 1999 — 2003
BS, Management
Google February 2015 - Present
Facebook May 2014 - August 2014
TripAdvisor May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Java, Python, Unix, C, HTML, JavaScript, Matlab, Django, Software Engineering, C++, Go, CSS, Linux, Git, Programming, Algorithms
Education
Carnegie Mellon University 2011 — 2015
Bachelor’s Degree, Computer Science
East Brunswick High School 2007 — 2011
4.0/4.0
PepsiCo - Pepsi Beverages Company September 2015 - Present
PepsiCo January 2014 - September 2015
PepsiCo - Pepsi Beverages Company December 2011 - December 2013
PepsiCo - Pepsi Beverages Company November 2010 - December 2011
PepsiCo - Pepsi Beverages Company May 2009 - November 2010
PepsiCo - Pepsi Beverages Company February 2006 - May 2009
Fidelity Investments July 2005 - February 2006
Ice Mountain Spring Water July 2003 - January 2005
Skills
Cross-functional Team..., Supply Chain, Inventory Management, Sales Operations, Continuous Improvement, Key Account Development, Merchandising, Trade Marketing, Grocery, Retail, Process Improvement, Sales Management, Management
Education
Moody Theological Seminary 2012 — 2016
Master of Divinity (MDiv), Ministry Leadership
Cedarville University 1993 — 1996
Bachelor of Arts (BA), Pre-Seminary, 3.09
Calvary Christian High School 1989 — 1992
High School Diploma, College Prep
BCBSNC October 2014 - Present
BCBSNC November 2013 - October 2014
Fidelity Investments June 2007 - August 2013
Performance Fibers (formerly Honeywell) October 2004 - June 2007
Honeywell September 2002 - October 2004
Honeywell September 2000 - September 2002
Honeywell November 1997 - September 2000
AlliedSignal June 1995 - November 1997
Ford Motor Company May 1994 - August 1994
Skills
Lean Tools, Six Sigma, Process Engineering, Lean Manufacturing, Continuous Improvement, Process Improvement, Kaizen, Business Process..., Project Planning, Root Cause Analysis, Change Management, Vendor Management, Manufacturing, Cross-functional Team..., SAP, DMAIC, Management, Supply Chain, Quality Management, Business Process, Analysis, Performance Management, Operational Excellence, Quality Assurance, Project Management, Operations Management, PowerPoint, Visio, Process Excellence, Program Management, ISO, Training, PMO, Leadership, MS Project, IT Strategy, PMP
Education
Carnegie Mellon University 1991 — 1995
BS, Chemical Engineering
The Bon Ton Stores Inc. February 2013 - Present
Citizens Bank July 2012 - February 2013
Goodwill Industries of Northern New England January 2010 - June 2012
Hickory Farms October 2008 - December 2009
RGIS May 2006 - June 2009
Citizens Bank August 2004 - May 2006
RGIS September 2002 - August 2004
Fidelity Investments July 1999 - August 2002
Skills
Employee Relations, Human Resources, Recruiting, Performance Management, Coaching, Customer Service, Employee Training, Payroll, Training, Employee Engagement, Team Building, Leadership Development, Time Management, Employee Benefits, Loss Prevention, Relationship Management, Sales, Business Development, Networking, Public Speaking, Nonprofits, Management, Leadership, Hiring, Budgets, Interviews, Retail, Organizational..., New Hire Orientations, Merchandising, Microsoft Office, Team Leadership, Microsoft Excel, Inventory Management
Education
Champlain College 2009 — 2013
Professional Certificate, Human Resource Management, 4.0
Asesoría Gerencial 1998 — 1998
Certificate of Fluency, Español
Castleton University 1991 — 1995
BA, Economics and Spanish
SBHS 1987 — 1991
High school diploma, General; Spanish; History
Texas Capital Bank June 2015 - Present
Texas Capital Bank May 2012 - May 2015
Texas Capital Bank July 2010 - May 2012
Texas Capital Bank March 2008 - July 2010
Fidelity Investments October 2004 - December 2007
Skills
Risk Assessment, Business Analysis, Data Analysis, Anti Money Laundering, Bank Secrecy Act, Systems Integration, Risk Management, Enterprise Risk..., OFAC, Commercial Banking, Business Analytics, Data Analytics, Financial Risk
Education
The Johns Hopkins University
Master’s Degree
Case Western Reserve University
Bachelor’s Degree
Duquesne University
Bachelor’s Degree
The Maryland Institute College of Art
University of Washington
Master’s Degree
Fidelity Investments September 2013 - Present
Citi May 2011 - August 2011
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, General
Carnegie Mellon University 2008 — 2012
Bachelor of Science, Economics and Statistics
Carnegie Mellon University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Target November 2014 - Present
Target January 2013 - November 2014
Target June 2012 - January 2013
Fidelity Investments 2005 - 2010
Skills
Marketing Strategy, Cross-functional Team..., Product Development, Forecasting, Team Leadership, Retail, Consumer Products, Product Marketing, Strategy, Business Analysis, Data Analysis, Financial Analysis, Financial Modeling, Process Improvement
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Marketing / Strategy
Utah State University - Jon M. Huntsman School of Business 2003 — 2006
Bachelor's Degree, Marketing/Marketing Management, General
Voya Investment Management May 2014 - Present
ING Investment Management February 2008 - Present
TradeTrek Securities LLC July 2004 - 2007
Paravane Partners LLC February 2003 - June 2004
Fidelity Investments 1996 - 2002
Fidelity Investments July 1996 - May 1997
US Army May 1992 - July 1996
Skills
Equities, Trading, Equity Trading, Asset Managment, Securities, Technical Analysis, Electronic Trading, Options, Quantitative Analytics, Financial Services, Portfolio Optimization, Investment Strategies, FX trading, Emerging Markets, Hedge Funds, Asset Management, Trading Systems, Program Trading, Investments, FX Options, Bloomberg Terminal, Trading Strategies, Mutual Funds, Market Microstructure, Series 7, Series 63, Transaction Cost..., FIX Protocol, VBA, Proprietary Trading, Equity Derivatives, Derivatives, Quantitative Finance, Bloomberg, Quantitative Investing, ETFs, Alternative Investments, Traders, Trading System
Education
Carnegie Mellon University 2002 — 2003
Computational Finance
United States Military Academy at West Point 1989 — 1992
BS, Mechanical Engineering (Aerospace Systems)
Fidelity Investments April 2015 - Present
Promevo May 2014 - January 2015
Cedarville University September 2013 - May 2014
McIntyre's Winery August 2013 - May 2014
Nexphase May 2013 - August 2013
Rhythm Cafe May 2012 - July 2012
Beans-N-Cream August 2011 - May 2012
Walmart June 2011 - August 2011
Rhythm Cafe February 2008 - 2010
Skills
Marketing, Social Media, Social Networking, Marketing Communications, Facebook, Access, Customer Service, Leadership, Microsoft Excel, Time Management, Public Relations, Creativity, Research, Entrepreneurship, PowerPoint, Teamwork, Microsoft Office, Advertising, Blogging, Market Research, Microsoft Word, MyMediaInfo, Writing, Copywriting, Sales, Content Marketing, Twitter, B2B Marketing, Photoshop Basics, Idea Generation, WordPress, Hootsuite, Inbound Marketing, Lead Generation, New Business Outreach, Media List Building, Google Apps, Infusionsoft, Familiarity with SPSS, Campaign Strategies, CRM Management, Data Entry, Magento
Education
Cedarville University 2010 — 2014
B.A. in Marketing
Fidelity Investments September 2014 - Present
The Bridge Center May 2012 - Present
Quito's Restaurant May 2006 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Matlab, Windows, Event Planning, AutoCAD, Team Leadership, SPSS
Education
Castleton State College 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Statistics
Voya Financial June 2015 - Present
MassMutual Financial Group October 2014 - June 2015
The Hartford Insurance Group June 2013 - October 2014
Sila Solutions Group September 2012 - May 2013
Valassis Communications December 2005 - June 2012
ING November 2006 - May 2007
ADVO, Inc. December 2005 - October 2006
United Technologies March 2004 - December 2005
Outdoor Life Network August 2003 - March 2004
Fidelity Investments March 1997 - April 2003
Skills
Project Management, Quality Management, Systems Analysis, Expectations Management, SDLC, Vendor Management, PMP, Business Process, Program Management, Integration, Process Improvement, Project Portfolio..., CRM, Enterprise Architecture, Strategy, Team Leadership, Oracle, Databases, Testing, Project Planning, Software Project..., Visio, Product Management, Leadership, Management, Software Development
Education
Castleton State College 1982 — 1986
Bachelor's degree, Management Information Systems and Services
Rita's Catering April 2013 - Present
ARAMARK May 2010 - Present
Seaport Companies July 2003 - July 2013
Fidelity Investments September 2006 - March 2010
Faneuil Hall Marketplace June 2001 - December 2009
Massachusetts Port Authority June 1999 - June 2002
Spotless Dry Cleaners International Inc. January 1997 - July 1998
Skills
Food & Beverage, Management, Restaurants, Sales, Hospitality, Hotels, Hospitality Industry, Hospitality Management, Meeting Planning, Banquets, Front Office, Catering, Food Preparation, Holistic Health, Hotel Management, Food, Menu Development, Event Management, Customer Service, Leadership, Event Planning
Education
Catherine Hinds Institute of Esthetics 2013 — 2014
Masters in Esthetics, Esthetician
North Shore Community College 2002 — 2012
Curry College, Criminal Justice and Corrections, 2012
Curry College 2001 — 2002
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
East Boston High School 1997 — 2001
Entreprenuership, Tourism and Travel Services Management
D.F. King & Co. September 2014 - July 2015
Fidelity Investments May 2013 - August 2013
Development Solutions Organization September 2012 - January 2013
EDMC May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Access, PowerPoint, Accounting, Data Analysis, Financial Modeling, Valuation, Financial Analysis
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Science, Business Administration (Finance)
Ameriprise Financial Services, Inc. June 2014 - Present
Fidelity Investments June 2013 - June 2014
Cazenovia Chamber of Commerce January 2013 - May 2013
Enterprise Rent-A-Car May 2012 - August 2012
Cazenovia College August 2010 - May 2012
Cazenovia College February 2012 - April 2012
NEAC Swimming and Diving ChampionshipsCazenovia February 2012 - February 2012
Jack Levy CPA May 2011 - August 2011
City of Albany June 2007 - August 2009
St. Peter's Hospital April 2008 - April 2008
Skills
QuickBooks, Time Management, Data Entry, Microsoft Office 2007, Customer Service, PowerPoint, Teamwork, Sports, Event Planning, Microsoft Word, Payroll, Accounting, Invoicing, Microsoft Office 2003, Office 2010, Problem Solving, Energy, Organization, Self-driven, Flexible Schedule, Microsoft Publisher, Invoice Finance, Team-oriented, Dependable Team Player, Building Relationships, Investments, Finance, Financial Services, Mutual Funds, Equity Research, Trading, ETFs, Asset Allocation, Retirement Planning, Mainframe, Siebel, Microsoft Office, Microsoft Excel
Education
Cazenovia College 2010 — 2013
Bachelor of Professional Studies in Management, Accounting and Economics, 3.2
Medaille College 2009 — 2010
Bachelor of Professional Studies in Management, Accounting, 3.6
Fidelity Investments October 2014 - Present
Fidelity Investments October 2013 - October 2014
Fidelity Investments June 2012 - October 2013
Education
Southern New Hampshire University 2012 — 2014
Bachelor's degree, Finance
Cedarville University
BS, Finance
Congress Asset Management Company 1998 - Present
Congress Asset Management Company 1996 - 1998
The New England Insurance and Investment 1995 - 1996
Fidelity Investments 1994 - 1995
Newbury Piret & Company, Inc. 1991 - 1994
Skills
Wealth Management, Portfolio Management, Equity Research, Asset Management, Research, Investments, Equities, Managed Accounts, Separately Managed..., Industry Analysis, Mentoring, Bloomberg, Advent, Moxy, Alternative Investments, Financial Services, Investment Strategies, Managing Accounts, Investment Management, Investment Banking, Risk Management, Mutual Funds, Private Equity, Fixed Income, Hedge Funds, Competitive Analysis
Education
Northeastern University - Graduate School of Business Administration 1992 — 1994
MBA
Castleton State College 1986 — 1990
BS, Finance & Economics
Lincoln Sudbury Regional High School 1982 — 1986
lincoln-sudbury
Fidelity Investments March 2015 - Present
Fidelity Investments November 2013 - March 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Fidelity Investments July 2012 - November 2013
UNC Kenan-Flagler January 2008 - July 2012
Wake County Public School System February 2004 - January 2008
Wake County Public Schools November 2004 - July 2005
Skills
Project Management, Customer Service, Project Planning, Troubleshooting, Public Speaking, Windows, Microsoft Office, Outlook, Computer Hardware, Teaching, Inventory Management, Social Media, Windows 7, Customer Relations, Writing, Problem Solving
Education
DeVry University 2008 — 2015
BS, Business Administration, Technical Management
Carroll University 2001 — 2003
Elementary Education
University of Wisconsin Waukesha 1999 — 2003
Associate of Arts and Science Degree, Elementary Education
eBay Enterprise Marketing Solutions (formerly e-Dialog) April 2014 - Present
Thomson Reuters January 2011 - April 2014
Derivix Corporation May 2010 - January 2011
Fidelity Investments February 2006 - May 2010
Capital One February 1996 - February 2006
Emma Willard School August 1992 - June 1993
Skills
Test Automation, Test Management, Quality Center, Offshore Outsourcing, Test Strategy, Software Quality..., Quality Assurance, Regression Testing, Agile Project Management, Requirements Analysis, Waterfall, Agile Methodologies, Test Planning, User Acceptance Testing, HP Quality Center, QTP, Business Analysis, Testing, Integration, Enterprise Software, Cross-functional Team..., Leadership, SDLC, Organizational...
Education
University of Illinois at Urbana-Champaign 1993 — 1995
MS
Carleton College 1988 — 1992
BA
CI Investments Inc. 2010 - Present
Hartford Investments 2004 - January 2010
Fidelity Investments 2001 - 2004
Skills
Investments, Wealth Management, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement Planning, Asset Management, Asset Managment, Securities, Asset Allocation, Campaign Management, Campaigns, Capital Markets, Equities, Finance, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Relationship Management, Wealth, Financial Planning, Retirement
Education
Carleton University 1993 — 1996
Westmount
Moody's Analytics January 2012 - Present
Ernst & Young February 2010 - March 2012
Carnegie Mellon University August 2008 - December 2009
UPMC May 2009 - August 2009
Fidelity Investments June 2005 - July 2008
Skills
Business Intelligence, PL/SQL, Java, Strategic Planning, Process Improvement, Implementation Services, Business Analysis, Software Project..., Credit Risk, Flex, XML, Enterprise Risk..., Requirements Gathering, Business Requirements
Education
Carnegie Mellon University 2008 — 2009
Bangalore Institute of Technology
Slalom Consulting October 2014 - Present
Hannah Liberty Design 2002 - Present
Peoplefluent March 2012 - October 2014
One to One Global May 2011 - February 2012
Stride Rite 2008 - 2010
Center for Applied Technology (CAST) 2007 - 2008
Magic Hour Communications 2006 - 2007
Inflexxion 2005 - 2005
Earthwatch Institute 2004 - 2005
Fidelity Investments 2002 - 2004
Skills
User Experience, Information Architecture, Web Design, User Interface, User-centered Design, Photoshop, User Interface Design, Wireframes, Flash, Art Direction, Interaction Design, Adobe Creative Suite, Web Applications, E-commerce, Email Marketing, CSS, HTML, Graphic Design, Social Media, Information Design, Experience Design, Creative Direction, Persona, Typography, Mobile Devices, Personas, Dreamweaver, Prototyping, Accessibility, Heuristic Evaluation, User Experience Design, Usability Testing, Usability, Site Maps, Wire Framing, Contextual Inquiry, Mobile Design, Graphics, User Research, Corporate Branding, Card Sorting, Usability Engineering, Content Strategy, Human Computer..., Human Factors, Visual Concepts, Taxonomy, Trends, OmniGraffle, Paper Prototyping
Education
Carleton College 1994 — 1998
Bachelor's Degree, Psychology, Media Studies, Cum Laude
Concord Carlisle High School 1990 — 1994
Prime Advisors, Inc. March 2011 - Present
Allianz Global Investors June 2010 - February 2011
Allianz Global Investors October 2008 - December 2010
Fidelity Investments February 2005 - June 2008
Skills
Asset Allocation, Asset Managment, Mutual Funds, Investments, Series 24, Hedge Funds, Fixed Income, FINRA, Bloomberg, Compliance, Asset Management, Trading
Education
Castleton University 2001 — 2005
Bachelor of Science, Communications - Digital Media with minor in Literature
Newtown High School 1997 — 2001
High School Diploma
Virtual Field Trips, LLC June 2009 - Present
Slippery Rock University January 2009 - May 2013
Chatham University May 2009 - December 2009
University of Pittsburgh January 2000 - May 2008
Federated Investors January 1998 - December 1999
Holyoke Community College January 1997 - December 1997
University of Massachusetts Amherst January 1997 - December 1997
Fidelity Investments January 1995 - December 1996
GE Fanuc - DataViews January 1992 - December 1994
University of Toronto January 1991 - December 1992
Skills
Human Computer..., Educational Technology, Higher Education, Human Factors, Usability Testing, Strategy, User-centered Design, Leadership, Interaction Design, Entrepreneurship, Information..., Product Management, Research, User Interface Design, Mobile Applications, User Interface, Virtual Reality, Project Management, User Experience, Management
Education
University of Pittsburgh 2003 — 2008
Ph.D., Information Sciences and Technology
Carnegie Mellon University 1984 — 1988
B.S., Economics and Art
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Skills
Systems Analysis, SQL, PL/SQL, Microsoft Office, C#, XML, Project Management, Management, Customer Service, Microsoft Excel, Leadership, Business Analysis, Strategic Planning, Team Leadership, JavaScript
Education
Cedarville University 2007 — 2012
B.A. Information Systems
Fidelity Investments August 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, College Basketball
Education
Carroll College 2012 — 2015
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Fidelity Business Consulting August 2015 - Present
Carnegie Mellon Tepper School of Business 2013 - 2015
Carnegie Mellon Tepper School of Business 2013 - 2015
Carnegie Mellon Tepper School of Business 2013 - 2015
Carnegie Mellon Tepper School of Business 2013 - 2015
Fidelity Investments June 2014 - August 2014
Russell Indexes at Russell Investments September 2011 - June 2013
Russell Investments August 2009 - August 2011
Northwestern Mutual Capital June 2007 - August 2009
Artisan Partners May 2006 - August 2006
Skills
Financial Modeling, Corporate Development, Investment Management, Corporate Strategy..., Project Management, Executive-level..., Private Equity, Private Placements, Credit Analysis, Establishing Strategic..., Building Relationships, Cross-functional Team..., Fixed Income, Equities, Financial Services, Analysis, Management Consulting, Strategic Partnerships, Executive Management, Business Strategy, Hedge Funds, Valuation, Asset Management, Bloomberg, Wealth Management, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy, Finance, Economics
Marquette University 2003 — 2007
B.S., Finance
Lakeland Union 1999 — 2003
Attivio August 2008 - Present
Broad Institute of Harvard and MIT July 2005 - August 2008
Lumigent Technologies 2002 - 2005
Ab Initio Software Corporation 1996 - 2001
Fidelity Investments 1995 - 1996
Bellcore 1991 - 1995
Skills
Enterprise Software, Integration, Computer Science, Distributed Systems, Software Engineering, Agile Methodologies, Java Enterprise Edition, Java, Eclipse, Software Development, Cloud Computing, Web Services, Subversion, Software Design, XML, Spring, SQL, Ant
Education
Carnegie Mellon University 1991 — 1992
M.S.
Syracuse University 1987 — 1991
B.S.
Fidelity Investments April 2007 - Present
Fidelity Investments June 1999 - April 2007
IDD Information Services November 1994 - June 1999
Education
Carnegie Mellon University 1989 — 1993
SupplyFrame May 2013 - Present
Zynga August 2012 - May 2013
Fidelity Investments January 2011 - July 2012
Goldman Sachs June 2010 - August 2010
AAA NCNU October 2007 - July 2009
Deloitte Consulting August 2005 - September 2007
Skills
Python, Tableau, SQL, R, SAS, Matlab, VBA, Financial Risk, Quantitative Analytics, Statistics
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2010
Master of Science, Computational Finance
University of Wisconsin-Madison MBA 2003 — 2005
Master of Business Administration - MBA
National Taiwan University 1997 — 2001
Bachelor, Business Administration
Fidelity Investments
Skills
Red Hat Linux, Data Center, Solaris, IT Operations, Enterprise Architecture, Visio, IT Strategy, Unix, Linux, Shell Scripting, HP Openview, Disaster Recovery, Requirements Analysis, High Availability, Unix Shell Scripting, Sybase, Autosys, Virtualization, Business Analysis, Java, ITIL, Windows Server, Oracle, Agile Methodologies, AIX, SharePoint, SQL, Vendor Management, VMware, Perl, Servers, System Deployment, Integration, DNS, Data Warehousing, IT Service Management, Active Directory, SDLC, Operating Systems, System Administration, Netbackup, Storage, IBM AIX
Education
Case Western Reserve University
Sundown Studio June 2008 - Present
Massachusetts General Hospital December 2008 - May 2011
Fidelity Investments June 2007 - June 2008
Fidelity Investments January 2007 - June 2007
Massachusetts Institute of Technology (MIT) June 2006 - December 2006
Harvard University February 2006 - September 2006
Massachusetts Institute of Technology (MIT) January 2005 - September 2006
Skills
Java, Spring, Unix, Agile Methodologies, Software Development, XML, SQL, Java (concurrency,..., Android SDK, PHP, C++, C, iPhone SDK, Objective-C, JavaScript, HTML5, ActionScript, Coldfusion, CSS, WML, jQuery Mobile, Ubuntu, Windows, OS X, Oracle, MySQL, ClearCase, ClearQuest, WebSphere, Eclipse, CodeWarrior, Dreamweaver, Fireworks, Adobe Photoshop, Adobe Flash, Amazon EC2, Autodesk Maya, Final Cut Pro, MS Office/Visio/Infopath, UML, Design Patterns, some Ruby, Perl, some Unity
Education
Harvard Extension School
Master's Degree, Information Technology, 4.0
Carnegie Mellon University 1999 — 2004
Bachelor of Science, Political Science
Valassis Communications Incorporated December 2005 - Present
UTC April 2004 - December 2005
Fidelity Investments 1997 - 2003
Education
Castleton University 1982 — 1986
Fidelity Investments 1993 - Present
Harvard Community Health Plan 1990 - 1993
CLSI 1988 - 1990
Camex 1986 - 1988
Applicon 1984 - 1986
Education
Northeastern University 1984 — 1986
MS ECE, Electrical and Computer Engineering
Carnegie Mellon University 1980 — 1984
Fidelity Investments February 2001 - March 2008
Veritude October 1999 - February 2001
Exodus Communications February 1994 - October 1999
Skills
SOA, SDLC, Agile Methodologies, Vendor Management, Data Warehousing, Architectures, Enterprise Architecture, Architecture, Agile Project Management, Business Analysis, Software Development, Process Improvement
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
Cornell University 1984 — 1988
B.S., Applied Ecomonics
Alexion Pharmaceuticals August 2012 - Present
Genzyme June 2010 - August 2012
Carnegie Mellon University September 2006 - May 2010
Carnegie Mellon University 2006 - 2010
Fidelity Investments June 2006 - August 2008
Ruby Tuesday June 2004 - August 2006
Skills
Matlab, Microsoft Office, Protein Purification, SuperPro Designer, MathCAD, SAS, Biotechnology
Education
Tufts University 2014 — 2016
Masters, Engineering/Industrial Management
Carnegie Mellon University 2006 — 2010
Bachelors, Chemical Engineering, Biomedical Engineering
Carnegie Mellon University - H. John Heinz III College January 2014 - Present
Carnegie Mellon University's Heinz College June 2011 - December 2013
Carnegie Mellon University April 2010 - June 2011
Propel IT, Inc. July 2009 - April 2010
Fidelity Investments June 2007 - May 2008
Fidelity Investments June 2006 - May 2007
Fidelity Investments June 2005 - May 2006
Skills
C++, Oracle, SQL, Java, Requirements Analysis, JavaScript, Startup Development, Business Analysis, Business Strategy, Marketing Communications, Technology Management, Marketing Strategy, Business Intelligence, Management, Data Analysis, Data Warehousing, PL/SQL, Unix, Strategic Planning, Databases, Data Mining, .NET, Web Applications, Web Development, AJAX, MySQL, Access, Software Project...
Education
Carnegie Mellon University - Tepper School of Business
MBA
Carnegie Mellon University - H. John Heinz III College 2008 — 2009
Master of Information Systems and Management
R. V. College of Engineering, Bangalore 2001 — 2005
Bachelors in Engineering
Fidelity Investments VP - Platform ConsultingNational Financial, a Fidelity Investments Company2004 - Present
National Financial 2004 - Present
PFPC February 1996 - June 2004
Education
Carnegie Mellon University 1979 — 1983
Fidelity Investments 2005 - 2012
Fidelity HR Services 2005 - 2012
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Skills
Project Management, Agile & Waterfall..., MS Project, PowerPoint, Microsoft Office, Data Mining, Access, Visio, Oracle HR, Oracle SQL, Oracle E-Business Suite, Oracle Payroll, US Payroll Taxation, PL/SQL, Oracle PL/SQL..., Oracle HRMS R11, Oracle HRMS R12, Database Design, Relational Databases, Requirements Analysis, Requirements Gathering, Business Requirements, RFP, SOW Development, Data Conversion, Data Interfaces, Payroll Conversions, Payroll Compare Analysis, Change Management, Gap Analysis, Project Planning, Project Scope..., Consulting, HR Consulting, Taleo, Matrix Management, Highly detail oriented, Business Strategy, Strategic Planning, Business Process..., Payroll, Analysis, Project Delivery, Data Analysis, Strategy, Requirements Management, Oracle Applications
Education
Case Western Reserve University
BS, Management (MIS)
Case Western Reserve University
BA, Political Science
University of New Hampshire - Whittemore School of Business and Economics
MBA, Business Administration
Sysco July 2014 - Present
PPG Industries July 2013 - July 2014
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Limited Brands June 2012 - August 2012
Fidelity Investments January 2008 - June 2011
Skills
Financial Modeling, Data Analysis, Process Improvement, Financial Analysis, Finance, Management
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Economics, International Business
Texas A&M University 2004 — 2007
BA, Economics
Independent Consultant January 2014 - Present
TRI-AD April 2011 - November 2013
Benesyst May 2010 - April 2011
Benesyst January 2010 - May 2010
Fidelity Investments March 2008 - January 2009
Hewitt Associates 2003 - 2006
Hewitt Associates 1998 - 2006
Hewitt Associates 1997 - 2003
Skills
Process Improvement, Outsourcing, Employee Benefits, Vendor Management, Performance Management, Change Management, Management, Training, Leadership, Employee Engagement, Talent Management, Benefits Administration, Account Management, Strategic Planning, Team Building, Human Resources
Education
Carleton College 1991 — 1995
BA, Ecomonics
Fidelity Investments August 2014 - Present
Federal Reserve Bank of Boston March 2013 - August 2014
State Street Bank May 2003 - February 2013
JPMorgan Chase/arrakisplanet.com at Cambridge, MA March 2000 - April 2003
Fidelity Investments November 1994 - March 2000
Skills
SDLC, Sybase, Trading Systems, Agile Methodologies, Market Data, Enterprise Architecture, SOA, SQL, Fixed Income, Software Project..., Electronic Trading, Data Warehousing, JMS, Requirements Analysis, Software Development, Solution Architecture, Java, Business Analysis, Unix, Database Design, Oracle, Enterprise Software, Websphere, Java Enterprise Edition, Unix Shell Scripting, Performance Tuning, Databases, Data Modeling, Requirements Gathering, Solaris, PL/SQL, Disaster Recovery, DB2, Perl, Equities, IT Strategy, Weblogic, Systems Analysis, Financial Services, Spring, Web Services, Application Architecture, Agile Project Management, Architectures, Scrum, XML, Business Requirements, Integration, REST, JSP
Education
Case Western Reserve University 1987 — 1992
PhD, Computer Engineering and Science
Changsha Institute of Technology, Changsha, Hunan, China
Master of Science (MS), Computer Science
Changsha Institute of Technology, Changsha, Hunan, China
Bachelor of Science (BS), Computer Science
Merrimack Fire Department July 2014 - Present
Fidelity Investments September 2009 - Present
Fidelity Investment 2006 - September 2009
Skills
Business Analysis, Financial Services, ITIL, Mutual Funds, Strategic Planning, Vendor Management, Process Improvement, Analysis, Relationship Management, Risk Management, SDLC
Education
Castleton State College 1991 — 1995
Bachelor of Arts
Hopkinton Jr Sr High School
Lindus Advisors, Inc 1999 - Present
University of Dallas 1999 - 2010
Fidelity Investments November 1993 - May 2000
Skills
Asset Managment, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Estate Planning, Investment Advisory, Hedge Funds, Financial Analysis, Alternative Investments, Mutual Funds, Securities, Research, Economics
Education
The University of Dallas 1995 — 2009
MBA, MM, Business Finance
Carson-Newman University 1979 — 1983
BS, Business Administration
Fidelity Investments November 2000 - Present
Skills
Requirements Analysis, Oracle, Business Analysis, Software Project..., Unix, Agile Methodologies, Enterprise Architecture, Vendor Management, SDLC, Java Enterprise Edition, SQL, Tomcat, Integration
Education
Carnegie Mellon University 1996 — 2000
Bachelor of Science, Computer Science & Psychology
Garland High School 1992 — 1996
Fidelity Investments Distinguished FellowGeorgia Institute of TechnologyApril 2014 - Present
Education
Carnegie Mellon University
PhD, Behavioral Decision Making
Carnegie Mellon University
Master's Degree, Statistics
Yale University
MS, Computer Science
Cornell University
BA
Fidelity Investments April 2013 - Present
PennWell February 2012 - April 2013
PennWell December 2010 - February 2012
Fidelity Investments January 2007 - November 2008
Fidelity Investments December 2005 - January 2007
Fidelity Investments August 1997 - December 2005
Brown Brothers Harriman 1995 - 1997
Skills
PowerPoint, Visio, Access, SharePoint
Education
Castleton University
Marketing
Southern New Hampshire University
Accounting /Business Administration
Fidelity Management & Research Co. January 2009 - December 2014
Fidelity Investments 2009 - 2014
Fidelity Investments 2009 - 2014
Allegiant Asset Management 2004 - 2008
Allegiant Asset Management 2004 - 2008
Skills
Portfolio Management, Equity Research, Equity Valuation, Options Strategies, Team Management
Education
Yale University 1976 — 1980
Bachelor's degree
Yale University 1981 — 1984
Master of Architecture (M.Arch.)
Carnegie Mellon University - Tepper School of Business 1992 — 1994
Master of Business Administration (M.B.A.)
Xerox June 2012 - Present
Fidelity Investments 2007 - June 2012
Fidelity Investments April 2005 - 2007
United States Army Reserve December 2004 - December 2006
United States Army Reserve March 2003 - December 2004
United States Army Reserve August 2002 - March 2003
United States Army Reserve December 1998 - March 2003
Skills
Pensions, Retirement, Project Management, Microsoft Excel, Business Analysis, Defined Benefit, Pension Administration, Co-sourcing, Retirement Plan..., Visual Basic, SQL, Benthic, Microsoft Office, Microsoft Word
Education
Carleton College 1998 — 2003
BA, Mathematics
Fidelity Investments March 2006 - September 2009
Optima Communications International Inc. February 2002 - March 2006
Skills
Customer Service, Sales, Performance Management, Oracle HR, Payroll, LLQP, Six Sigma, OTL, Microsoft Office, Taleo, Underwriting, Canadian Securities..., Supervising, Microsoft Word, Coaching, PowerPoint, Call Center
Education
Carleton University 1997 — 2000
B.A., Economics
Pickering College 1995 — 1997
Deloitte Consulting August 2013 - Present
Deloitte Consulting September 2011 - August 2013
Humana - Rightsource Rx June 2010 - August 2010
Deloitte Consulting July 2008 - July 2009
Deloitte Consulting July 2006 - July 2008
Fidelity Investments June 2005 - August 2005
Skills
Six Sigma, Lean Manufacturing, Financial Modeling, Business Process..., Business Transformation, Strategy, Analytics, Management Consulting, Supply Chain Consulting, Operations Research, Business Strategy, Network Optimization, Inventory Management, Supply Chain Management, Cross Functional Team..., Cost to Serve Business..., Logistics and...
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Strategy, Operations Research and Global Enterprise Mgmt.
Boston College, Wallace E. Carroll School of Management 2002 — 2006
Bachelor of Science, Finance, Accounting and History
CPAS Systems Inc. April 2012 - April 2013
Canada Business Ontario December 2009 - March 2012
Fidelity Investments March 2007 - February 2009
Skills
Research, Public Policy, Policy Analysis, Microsoft Office, Databases, Compliance, Proposal Writing, Strategic Planning, Government, Proposal Support, Pension Administration, Pension Systems, 401k, Health Insurance, Policy, Data Entry, Market Research, Customer Service, Authentication, Social Media
Education
Carleton University 2002 — 2006
Bachelor of Arts (B.A.), Criminology and Criminal Justice with a Major in Law & a Minor in Economics
Mathematica Capital Management June 2010 - Present
Fidelity Investments January 2007 - December 2009
Trusco Capital Management January 1998 - December 2006
Barra 1993 - 1996
Skills
Alternative Investments, Equities, Portfolio Management, Strategy, Hedge Funds, Investments, Asset Management
Education
Carnegie Mellon University 1991 — 1993
MSIA, Finance
University of North Carolina at Chapel Hill 1983 — 1988
BA, Philosophy
Fidelity Investments 2012 - Present
Fidelity Investments January 2011 - February 2012
Attorney August 1994 - August 2006
Skills
Series 7, Series 63, Investments, Retirement, Financial Services, Series 9, Series 10
Education
Vanderbilt University Law School 1991 — 1994
Doctor of Law (JD)
Carleton College 1986 — 1990
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Carbonite June 2012 - Present
Fidelity Investments 2010 - 2010
Skills
Microsoft Office, Python, Software Engineering
Education
Carnegie Mellon University 2008 — 2012
New York Life & MainStay Investments May 2015 - Present
Fidelity Investments October 2008 - Present
Wells Fargo/Strong Investments 1997 - 2008
Skills
Securities, Microsoft Office, Series 7, Investments, Series 63, Mutual Funds, Financial Services
Education
Cardinal Stritch University
Business/Managerial Economics
Stewart-Peterson Inc. March 2015 - Present
Consultant / Self-Employed December 2010 - December 2011
Fidelity Investments September 2008 - May 2010
Fidelity Investments - Personal Investing (via Veritude) October 2007 - July 2008
Fidelity Investments - FIIS April 2000 - March 2004
Fidelity Investments - Fidelity Investments Tax Exempt Company October 1998 - April 2000
American Skandia May 1997 - September 1998
IDS/American Express 1991 - 1997
Skills
Marketing, Management, Program Management, Strategy, Mutual Funds, Leadership, Strategic Planning, Marketing Communications, Marketing Strategy, Financial Services
Education
University of St. Thomas 1991 — 1993
Master of Business Administration (MBA)
Carleton College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Deutsche Asset and Wealth Management 2012 - 2014
Deutsche Insurance Asset Management 2006 - 2012
Deutsche Bank (formerly Bankers Trust Company), Asset Management Division 1996 - 2006
Fidelity Investments 1992 - 1996
Skills
Fixed Income, Investments, Hedge Funds, Alternative Investments, Asset Management, Equities, Investment Management, Capital Markets, Derivatives, Portfolio Management, Bloomberg, Asset Allocation, Mutual Funds, Bonds, Valuation, Structured Products, Securities, Insurance, Credit Derivatives, Investment Strategies, Trading, Financial Markets, Structured Finance, Financial Services, Asset Managment, Risk Management
Education
Yale University - Yale School of Management 1990 — 1992
Master of Business Administration (MBA)
Carnegie Mellon University 1979 — 1983
Bachelor of Science (BS), Managerial Economics, Public Policy and Management
Concerned Women for America of Ohio March 2008 - Present
Fidelity Investments June 1993 - January 2008
Skills
Public Speaking, Politics, Nonprofits, Fundraising, Government, Policy, Community Outreach, Research, Public Relations, Public Policy, Event Planning, Editing, Social Media, Policy Analysis, Strategic Planning, Volunteer Management, Media Relations, Social Networking, Leadership Development, Event Management, Grant Writing
Education
Cedarville University 1991 — 1993
BA in Finance, Finance
Fidelity Investments July 2012 - Present
Towers Watson August 2009 - February 2010
Skills
Prime Brokerage, Java, Microsoft Office
Education
Carnegie Mellon University 2004 — 2011
BS, Information Systems & Business Administration
Fidelity Investments August 2013 - Present
Carnegie Mellon Tepper School of Business August 2011 - Present
Cisco Systems August 2007 - July 2011
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance and Technology Business
Cornell University 2003 — 2007
MS, Electrical and Computer Engineering
Georgia Institute of Technology 1999 — 2003
BS, Computer Engineering
Celtic Outfitters February 2003 - 2014
Simsbury Friends for Music 2002 - 2005
Singapore American Newspaper 1996 - 2000
Mellon Bank 1990 - 1992
Mellon Bank 1988 - 1990
Fidelity Investments 1984 - 1986
Fidelity Investments 1983 - 1984
Fidelity Investments 1983 - 1983
Skills
Music Production, Music, Music Industry
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
Yale University 1977 — 1981
Bachelor's Degree, History, the Arts and Letters, with a concentration in literature
Fidelity Investments February 1998 - Present
Deloitte May 1994 - February 1998
Alcoa June 1985 - June 1987
Skills
Vendor Management, Agile Methodologies, SDLC, Process Improvement, Business Analysis, Software Project..., Financial Services, Project Portfolio..., Enterprise Architecture, IT Strategy, Program Management, Business Process..., Integration, Requirements Analysis, Business Intelligence, Visio, Software Development, PMO, Requirements Gathering, Business Requirements, Data Warehousing, Agile Project Management, Systems Analysis, Outsourcing, Business Process, Resource Management, IT Management, SOA, ITIL, Disaster Recovery, Governance, Enterprise Software, Leadership, Project Management, Strategy, Risk Management
Education
Carnegie Mellon University 2013 — 2015
Chief Information Officer Certificate
Carnegie Mellon University - Tepper School of Business 1991 — 1994
MSIA, IT
Purdue University 1981 — 1985
BS, Computer Technology
Massachusetts Institute of Technology
Advanced Certificate for Executives in Management, innovation, and Technology
Fidelity Investments Enterprise TaxonomistHarvard Business School Publishing2003 - 2007
Philips 2000 - 2003
Hewlett-Packard 1978 - 2000
Skills
Publishing, Content Strategy, Content Management, Content Development, Process Improvement, Digital Marketing, Management
Education
Harvard University 1997 — 2001
Graduate, Management
Case Western Reserve University 1974 — 1978
M.S., Library & Information Science
Ohio University
B.A., English, Journalism
Fidelity Investments April 2015 - Present
Education
Carnegie Mellon University 2015 — 2019
The Derryfield School 2011 — 2015
DRW Trading Group June 2015 - August 2015
Fidelity Investments May 2012 - August 2012
Skills
Quantitative Finance, Probability Theory, Python, C, JavaScript, SML, Microsoft Office, Java
Education
Carnegie Mellon University 2012 — 2016
Bachelor of Science (B.S.), Computational Finance, Statistics
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - September 2014
Skills
Excel(VBA), Stata, Python, Analysis, Microsoft Office, Research, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Public Speaking, Visual Basic, Spanish
Education
Carleton College 2012 — 2016
Economics