Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Lisa Ying Lisa Ying's Fidelity Investments Experience January 2012 - October 2012
Job Brokerage Operational Professional
Industry Financial Services
Experience
UBS Investment Bank October 2013 - June 2014
Fidelity Investments January 2012 - October 2012
Fidelity Investments September 2000 - October 2010
Fidelity Investments July 1998 - September 2000
Skills
Building client..., Managing data, Microsoft Excel, Microsoft Powerpoint, Coordinating Skills, Communicative Skills, Organizational..., Technical Knowledge &..., Cost Basis, Data Management, Analysis, Software Documentation, Cash Management, CRM, Risk Management, P&L Management, Management, Administrative Skills
Education
City University of New York City College
Bachelors of Arts
Metropolitan College of New York
UBS Investment Bank October 2013 - June 2014
Fidelity Investments January 2012 - October 2012
Fidelity Investments September 2000 - October 2010
Fidelity Investments July 1998 - September 2000
Skills
Building client..., Managing data, Microsoft Excel, Microsoft Powerpoint, Coordinating Skills, Communicative Skills, Organizational..., Technical Knowledge &..., Cost Basis, Data Management, Analysis, Software Documentation, Cash Management, CRM, Risk Management, P&L Management, Management, Administrative Skills
Education
City University of New York City College
Bachelors of Arts
Metropolitan College of New York
Lawrence Snow Lawrence Snow's Fidelity Investments Experience August 2003 - June 2008
Job President of ISDA, Inc. | Digital and Social Media Strategy for Protective Services Professionals
Industry Security and Investigations
Experience
International Security Driver Association April 2014 - Present
Team Medford - Department of Health March 2013 - Present
Tony Scotti Associates 1999 - Present
Freelance Consultant January 2013 - April 2014
SJC Web Design LLC December 2008 - December 2012
Fidelity Investments August 2003 - June 2008
Fidelity Investments December 2000 - August 2003
City of New York Department of Information Technology and Telecommunications October 2000 - December 2000
Skills
Social Media Marketing, Website Development, Social Media, Web Design, WordPress, Digital Marketing, Online Marketing, SEO, Web Analytics, Mobile Marketing, Web Marketing, Blogging, Social Networking, Web Development, Executive Protection, Email Marketing, Marketing Management, Brand Management, Digital Media, Marketing, Photoshop, Google Analytics, Security, Google Adwords, SEO copywriting, HTML + CSS, Management, Leadership, Lead Generation, E-commerce, Publishing, Criminal Justice, Adobe Creative Suite, Protective Services, Mobile Applications, Digital Strategy, Strategic Content..., Magazine Design, Facebook, Online Advertising, HTML
Education
City University of New York-John Jay College of Criminal Justice 2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice, Magna Cum Laude
Pace University-New York 2000 — 2000
Certificate in Internet Technology and e-Commerce, Internet Technology
Northeastern University 1997 — 1999
Associates, Criminal Justice
Scotti School of Defensive Driving 1995 — 1995
Certificate in Protective Driving, Protective/Evasive Driving
International Security Driver Association April 2014 - Present
Team Medford - Department of Health March 2013 - Present
Tony Scotti Associates 1999 - Present
Freelance Consultant January 2013 - April 2014
SJC Web Design LLC December 2008 - December 2012
Fidelity Investments August 2003 - June 2008
Fidelity Investments December 2000 - August 2003
City of New York Department of Information Technology and Telecommunications October 2000 - December 2000
Skills
Social Media Marketing, Website Development, Social Media, Web Design, WordPress, Digital Marketing, Online Marketing, SEO, Web Analytics, Mobile Marketing, Web Marketing, Blogging, Social Networking, Web Development, Executive Protection, Email Marketing, Marketing Management, Brand Management, Digital Media, Marketing, Photoshop, Google Analytics, Security, Google Adwords, SEO copywriting, HTML + CSS, Management, Leadership, Lead Generation, E-commerce, Publishing, Criminal Justice, Adobe Creative Suite, Protective Services, Mobile Applications, Digital Strategy, Strategic Content..., Magazine Design, Facebook, Online Advertising, HTML
Education
City University of New York-John Jay College of Criminal Justice 2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice, Magna Cum Laude
Pace University-New York 2000 — 2000
Certificate in Internet Technology and e-Commerce, Internet Technology
Northeastern University 1997 — 1999
Associates, Criminal Justice
Scotti School of Defensive Driving 1995 — 1995
Certificate in Protective Driving, Protective/Evasive Driving
Mirjana Rapushi Mirjana Rapushi's Fidelity Investments Experience April 2007 - Present
Job Project Manager Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
HSBC Private Bank January 2006 - December 2006
Skills
Fixed Income, Series 63, Mutual Funds, Series 7, Financial Services, Equities, Business Analysis, Risk Management
Education
City University of New York-Hunter College 2005 — 2007
Master's degree, Economics
City University of New York-Hunter College 2001 — 2005
Bachelor's degree, Economics/Statistics
Fidelity Investments April 2007 - Present
HSBC Private Bank January 2006 - December 2006
Skills
Fixed Income, Series 63, Mutual Funds, Series 7, Financial Services, Equities, Business Analysis, Risk Management
Education
City University of New York-Hunter College 2005 — 2007
Master's degree, Economics
City University of New York-Hunter College 2001 — 2005
Bachelor's degree, Economics/Statistics
Lori Seaton Lori Seaton's Fidelity Investments Experience January 2001 - March 2002
Job ITIN Department at U.S. Department of the Treasury
Industry Consumer Services
Experience
U.S. Department of the Treasury January 2014 - Present
Kunisch Wellness Center May 2009 - Present
Self-employed 2006 - Present
Trashy Roots December 2008 - May 2009
Southwest Housing Compliance Corporation, subsidiary of The Housing Authority of the City of Austin August 2004 - January 2006
Alliance Association Management September 2002 - July 2004
Fidelity Investments January 2001 - March 2002
Skills
Customer Service, Customer Acquisition, Customer Retention, Organizational..., Oral & Written..., Reliable, Problem Solving, Productivity, Waxing, Chemical Peels, Microdermabrasion
Education
The Academy at Austin, A Paul Mitchell Partner School 2006 — 2006
Esthetics Program, Esthetics
Cincinnati State Technical and Community College 1999 — 2000
Associate of Applied Business, Business Financial Management
U.S. Department of the Treasury January 2014 - Present
Kunisch Wellness Center May 2009 - Present
Self-employed 2006 - Present
Trashy Roots December 2008 - May 2009
Southwest Housing Compliance Corporation, subsidiary of The Housing Authority of the City of Austin August 2004 - January 2006
Alliance Association Management September 2002 - July 2004
Fidelity Investments January 2001 - March 2002
Skills
Customer Service, Customer Acquisition, Customer Retention, Organizational..., Oral & Written..., Reliable, Problem Solving, Productivity, Waxing, Chemical Peels, Microdermabrasion
Education
The Academy at Austin, A Paul Mitchell Partner School 2006 — 2006
Esthetics Program, Esthetics
Cincinnati State Technical and Community College 1999 — 2000
Associate of Applied Business, Business Financial Management
Patrick Goodman's Fidelity Investments Experience August 2012 - January 2013
Job Goal Oriented
Industry Hospitality
Experience
Chili's February 2007 - Present
Triumph Signs February 2014 - September 2014
Fidelity Investments August 2012 - January 2013
Medical Riembursements March 2011 - February 2012
Skills
Customer Service, Microsoft Office, Database Design, Database Administration, Visual Basic, Operations Management, Access, HTML, SQL, Databases, CRM, Management, Analysis, Data Analysis
Education
Cincinnati State Technical and Community College 2008 — 2012
Associate of Applied Business, Management of Technology
Chili's February 2007 - Present
Triumph Signs February 2014 - September 2014
Fidelity Investments August 2012 - January 2013
Medical Riembursements March 2011 - February 2012
Skills
Customer Service, Microsoft Office, Database Design, Database Administration, Visual Basic, Operations Management, Access, HTML, SQL, Databases, CRM, Management, Analysis, Data Analysis
Education
Cincinnati State Technical and Community College 2008 — 2012
Associate of Applied Business, Management of Technology
Beth Cronson Mack's Fidelity Investments Experience January 1994 - July 1995
Job Partner at Connect Marketing
Industry Marketing and Advertising
Experience
Connect Marketing January 2012 - Present
A Step Ahead Academic Center March 2011 - May 2014
Winston-Salem WomenConnect September 2010 - March 2013
Jewelry XOX January 2010 - June 2012
Cassesl Caywood Love October 2007 - May 2009
Mack~Nificent Events January 2004 - September 2007
Wachovia October 2000 - October 2003
Wachovia June 1996 - October 2000
Wachovia July 1995 - June 1996
Fidelity Investments January 1994 - July 1995
Skills
Marketing, Advertising, Event Planning, Facebook, Account Management, Entrepreneurship, Brand Management, Marketing Strategy, Marketing Communications, Social Media Marketing, Strategic Planning, Integrated Marketing, Email Marketing, Public Relations
Education
Clark University 1984 — 1988
BA, Art and Psychology
Connect Marketing January 2012 - Present
A Step Ahead Academic Center March 2011 - May 2014
Winston-Salem WomenConnect September 2010 - March 2013
Jewelry XOX January 2010 - June 2012
Cassesl Caywood Love October 2007 - May 2009
Mack~Nificent Events January 2004 - September 2007
Wachovia October 2000 - October 2003
Wachovia June 1996 - October 2000
Wachovia July 1995 - June 1996
Fidelity Investments January 1994 - July 1995
Skills
Marketing, Advertising, Event Planning, Facebook, Account Management, Entrepreneurship, Brand Management, Marketing Strategy, Marketing Communications, Social Media Marketing, Strategic Planning, Integrated Marketing, Email Marketing, Public Relations
Education
Clark University 1984 — 1988
BA, Art and Psychology
george boguslaw george boguslaw's Fidelity Investments Experience July 2007 - August 2009
Job Business Analyst/QA/ Project Leader Tata Consultancy (TCS)
Industry Information Technology and Services
Experience
Citi c/oTata Consultancy Services November 2010 - December 2014
Citi c/o TCS November 2010 - December 2010
Fidelity Investments July 2007 - August 2009
Fidelity Investments July 2007 - August 2009
Morgan Stanley June 2006 - April 2007
IT Consultant Freelance January 2002 - June 2003
PRUDENTIAL SECURITIES, INC January 1988 - January 2002
PRUDENTIAL SECURITIES, INC January 1988 - January 2002
Securities Database System January 1996 - January 1998
Citibank January 1983 - January 1987
Skills
Fixed Income, Program Management, IT Management, Testing, Requirements Analysis, Quality Assurance, Quality Center, User Acceptance Testing, Software Documentation, Vendor Management, Disaster Recovery, Web Applications, Analysis, Business Analysis, Computer Security, Document Management, Cross-functional Team..., Team Management, SDLC, Interdepartmental..., International Project..., HP Quality Center
Education
Hunter College 1983 — 1985
Bachelor's degree, Psychology; Computer Science
City University of New York-Hunter College 1981 — 1985
Bachelor's degree, Psycholgy, Computer Science
Citi c/oTata Consultancy Services November 2010 - December 2014
Citi c/o TCS November 2010 - December 2010
Fidelity Investments July 2007 - August 2009
Fidelity Investments July 2007 - August 2009
Morgan Stanley June 2006 - April 2007
IT Consultant Freelance January 2002 - June 2003
PRUDENTIAL SECURITIES, INC January 1988 - January 2002
PRUDENTIAL SECURITIES, INC January 1988 - January 2002
Securities Database System January 1996 - January 1998
Citibank January 1983 - January 1987
Skills
Fixed Income, Program Management, IT Management, Testing, Requirements Analysis, Quality Assurance, Quality Center, User Acceptance Testing, Software Documentation, Vendor Management, Disaster Recovery, Web Applications, Analysis, Business Analysis, Computer Security, Document Management, Cross-functional Team..., Team Management, SDLC, Interdepartmental..., International Project..., HP Quality Center
Education
Hunter College 1983 — 1985
Bachelor's degree, Psychology; Computer Science
City University of New York-Hunter College 1981 — 1985
Bachelor's degree, Psycholgy, Computer Science
SIms Jones SIms Jones's Fidelity Investments Experience 2010 - 2013
Job Trading Support Associate III
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
HealthMarkets, Inc. September 2013 - August 2014
Fidelity Investments 2010 - 2013
MBSC Securities Corporation April 2007 - November 2010
Astoria Federal Savings Bank May 2006 - March 2007
Skills
Mutual Funds, Series 7, Investments, Series 63, Equities, Securities, Fixed Income, Financial Services
Education
City University of New York City College 2000 — 2005
Bachelor of Arts, Economics
Raymond James Financial Inc. July 2014 - Present
HealthMarkets, Inc. September 2013 - August 2014
Fidelity Investments 2010 - 2013
MBSC Securities Corporation April 2007 - November 2010
Astoria Federal Savings Bank May 2006 - March 2007
Skills
Mutual Funds, Series 7, Investments, Series 63, Equities, Securities, Fixed Income, Financial Services
Education
City University of New York City College 2000 — 2005
Bachelor of Arts, Economics
Howard Teich Howard Teich's Fidelity Investments Experience August 2008 - September 2013
Job Pension Administration Senior Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson January 2014 - Present
Fidelity Investments August 2008 - September 2013
NASA GISS 2007 - 2008
The Segal Company 1998 - 2003
Skills
Actuarial Science, C++, IDL programming, Unix Shell Scripting, Statistics, SQL, Fortran, Data Analysis, Defined Benefit, Pension Administration, Testing
Education
Stony Brook University 2003 — 2007
PhD- ABD, Atmospheric Sciences and Meteorology
Stony Brook University
Bachelor of Science (B.S.), Applied Mathematics
Hunter College
Master's degree, Applied Mathematics
Towers Watson January 2014 - Present
Fidelity Investments August 2008 - September 2013
NASA GISS 2007 - 2008
The Segal Company 1998 - 2003
Skills
Actuarial Science, C++, IDL programming, Unix Shell Scripting, Statistics, SQL, Fortran, Data Analysis, Defined Benefit, Pension Administration, Testing
Education
Stony Brook University 2003 — 2007
PhD- ABD, Atmospheric Sciences and Meteorology
Stony Brook University
Bachelor of Science (B.S.), Applied Mathematics
Hunter College
Master's degree, Applied Mathematics
Lisa (Kosinski) Mount Lisa (Kosinski) Mount's Fidelity Investments Experience 2006 - 2007
Job Customer Service at Guardian Packaging
Industry Packaging and Containers
Experience
Guardian Packaging 2007 - Present
Fidelity Investments 2006 - 2007
Wild Oats Markets 2002 - 2006
Skills
Customer Service, Event Planning, Project Management, Client Relations, Financial Services, Merchandising, Microsoft Excel, Microsoft Office, Office Administration, Process Improvement, Research, Sales, Social Networking, Strategic Planning, Team Building, Stress Management
Education
Cincinnati School of Medical Massage 2003 — 2005
Cincinnati State Technical and Community College 2001 — 2002
Culinary Arts/Chef Training
Guardian Packaging 2007 - Present
Fidelity Investments 2006 - 2007
Wild Oats Markets 2002 - 2006
Skills
Customer Service, Event Planning, Project Management, Client Relations, Financial Services, Merchandising, Microsoft Excel, Microsoft Office, Office Administration, Process Improvement, Research, Sales, Social Networking, Strategic Planning, Team Building, Stress Management
Education
Cincinnati School of Medical Massage 2003 — 2005
Cincinnati State Technical and Community College 2001 — 2002
Culinary Arts/Chef Training
Amy Resnic's Fidelity Investments Experience January 1996 - September 2003
Job Financial Adviser at Michael A. Schreiber & Associates, Inc.
Industry Financial Services
Experience
Michael A. Schreiber & Associates, Inc. January 2012 - Present
Fidelity Investments January 1996 - September 2003
Shawmut Bank July 1992 - December 1995
Education
Clark University 1988 — 1992
B.A., Economics & Geography
Michael A. Schreiber & Associates, Inc. January 2012 - Present
Fidelity Investments January 1996 - September 2003
Shawmut Bank July 1992 - December 1995
Education
Clark University 1988 — 1992
B.A., Economics & Geography
Caroline Deans Caroline Deans's Fidelity Investments Experience June 2014 - Present
Job Program Manager / Product Manager, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments September 2012 - June 2014
Fidelity Investments March 2010 - September 2012
Fidelity Investments January 2005 - March 2010
Fidelity Investments Retirement Services April 2004 - January 2005
Fidelity Investments Systems Company April 2003 - March 2004
Fidelity Investments Retirement Services September 1998 - March 2003
Skills
Program Management, Product Management, Solution Implementation, Leadership, Management, Analysis, Strategic Planning, Retirement Services, Process Improvement, Service Operations, Program Implementation, Regulatory Requirements, Retirement, Financial Services, Employee Benefits, Regulatory Analysis, Portfolio Management, Requirements Analysis, Product Development, Business Analysis, Compliance, Matrix Management
Education
Clark University 1999 — 2003
MBA, Management
Smith College 1986 — 1990
B.A., Government
The Hotchkiss School 1983 — 1986
High School
Fidelity Investments June 2014 - Present
Fidelity Investments September 2012 - June 2014
Fidelity Investments March 2010 - September 2012
Fidelity Investments January 2005 - March 2010
Fidelity Investments Retirement Services April 2004 - January 2005
Fidelity Investments Systems Company April 2003 - March 2004
Fidelity Investments Retirement Services September 1998 - March 2003
Skills
Program Management, Product Management, Solution Implementation, Leadership, Management, Analysis, Strategic Planning, Retirement Services, Process Improvement, Service Operations, Program Implementation, Regulatory Requirements, Retirement, Financial Services, Employee Benefits, Regulatory Analysis, Portfolio Management, Requirements Analysis, Product Development, Business Analysis, Compliance, Matrix Management
Education
Clark University 1999 — 2003
MBA, Management
Smith College 1986 — 1990
B.A., Government
The Hotchkiss School 1983 — 1986
High School
Shirley Mark Shirley Mark's Fidelity Investments Experience March 2007 - May 2008
Job CEO at Mark Consulting
Industry Financial Services
Experience
Mark Consulting September 2010 - Present
Ford Motor Company October 2005 - April 2010
Fidelity Investments March 2007 - May 2008
Skills
Reading Comprehension, Active Listening, Mathematics
Education
San Francisco State University 2001 — 2005
Master's degree, Economics
City College of San Francisco 1999 — 2001
Bachelor's degree, Financial Mathematics
Mark Consulting September 2010 - Present
Ford Motor Company October 2005 - April 2010
Fidelity Investments March 2007 - May 2008
Skills
Reading Comprehension, Active Listening, Mathematics
Education
San Francisco State University 2001 — 2005
Master's degree, Economics
City College of San Francisco 1999 — 2001
Bachelor's degree, Financial Mathematics
Stuart H. Marion Stuart H. Marion's Fidelity Investments Experience 1990 - 1991
Job Managing Director, CaptureISG, Employee and Customer Perspectives through objective 3rdparty telephone research.
Industry Research
Experience
Capture Information Services Group (CaptureISG) January 1997 - Present
Customer Service Assessment Group January 1999 - December 2002
Capture, Inc. 1991 - 1997
Fidelity Investments 1990 - 1991
First Data Investor Services Group (Formerly TSSG/AMEX Information Services) 1988 - 1989
National Funds 1986 - 1988
The Bank of New York 1979 - 1986
Skills
Employee Engagement, Change Management, Data Analysis, Customer Service..., Customer Satisfaction, CATI, Operations Management, Call Center, Knowledge Management, Organizational..., Strategic Planning, Qualitative Research, Metrics, Research, Analysis, Strategy, Project Planning, Human Resources, Team Building, Employee Relations, Marketing Research, Talent Management, Organizational Design, HR Consulting, Organizational..., Business Process..., HRIS, Interviews, Market Research, Project Management, Performance Management, Customer Service, Business Strategy, Employer Branding, Survey Design, Performance Improvement, 360 Feedback, HR Transformation, Marketing, Management, Recruiting, Training, Program Management, Strategic Partnerships, Workforce Planning, Executive Coaching, Personnel Management, Management Consulting, Leadership Development, Succession Planning
Education
City University of New York-Brooklyn College 1975 — 1979
BA, Psychology, Business Administration
Capture Information Services Group (CaptureISG) January 1997 - Present
Customer Service Assessment Group January 1999 - December 2002
Capture, Inc. 1991 - 1997
Fidelity Investments 1990 - 1991
First Data Investor Services Group (Formerly TSSG/AMEX Information Services) 1988 - 1989
National Funds 1986 - 1988
The Bank of New York 1979 - 1986
Skills
Employee Engagement, Change Management, Data Analysis, Customer Service..., Customer Satisfaction, CATI, Operations Management, Call Center, Knowledge Management, Organizational..., Strategic Planning, Qualitative Research, Metrics, Research, Analysis, Strategy, Project Planning, Human Resources, Team Building, Employee Relations, Marketing Research, Talent Management, Organizational Design, HR Consulting, Organizational..., Business Process..., HRIS, Interviews, Market Research, Project Management, Performance Management, Customer Service, Business Strategy, Employer Branding, Survey Design, Performance Improvement, 360 Feedback, HR Transformation, Marketing, Management, Recruiting, Training, Program Management, Strategic Partnerships, Workforce Planning, Executive Coaching, Personnel Management, Management Consulting, Leadership Development, Succession Planning
Education
City University of New York-Brooklyn College 1975 — 1979
BA, Psychology, Business Administration
Brian Bridges's Fidelity Investments Experience May 2008 - December 2012
Job Senior Manager, Federated Services Enablement at EMC
Industry Information Technology and Services
Experience
EMC January 2015 - Present
Piccadilly Mill Open Space Trust June 2013 - Present
EMC August 2013 - December 2014
Fidelity Investments May 2008 - December 2012
BearingPoint July 2002 - May 2008
Arthur Andersen LLP July 1994 - July 2002
Independent Consultant 1990 - 1996
Disctronics July 1992 - December 1993
Skills
ERP, Program Management, Agile Methodologies, Business Intelligence, IT Strategy, Business Process..., Integration, SDLC, Business Process, Enterprise Architecture, Project Management, Business Analysis, Software Development, PeopleSoft, Strategy, Management Consulting, Business Process Design, Data Warehousing, Product Management, Oracle Applications, Professional Services, Master Data Management, Big Data, Oracle Fusion Middleware, Requirements Gathering, Vendor Management, Software Project..., Scrum, Consulting, Management, PMO, Informatica, SOA, Human Resources, Data Center, Leadership, Architecture, Project Portfolio..., Solution Architecture, ETL, Tableau, Microsoft Office, Visio, Enterprise Services, Corporate Finance, SharePoint, PowerDesigner, OBIEE, Hyperion EPM, Enterprise Software
Education
Clark University
BA, Economics
Clark University
MBA, Business, Management, Marketing
EMC January 2015 - Present
Piccadilly Mill Open Space Trust June 2013 - Present
EMC August 2013 - December 2014
Fidelity Investments May 2008 - December 2012
BearingPoint July 2002 - May 2008
Arthur Andersen LLP July 1994 - July 2002
Independent Consultant 1990 - 1996
Disctronics July 1992 - December 1993
Skills
ERP, Program Management, Agile Methodologies, Business Intelligence, IT Strategy, Business Process..., Integration, SDLC, Business Process, Enterprise Architecture, Project Management, Business Analysis, Software Development, PeopleSoft, Strategy, Management Consulting, Business Process Design, Data Warehousing, Product Management, Oracle Applications, Professional Services, Master Data Management, Big Data, Oracle Fusion Middleware, Requirements Gathering, Vendor Management, Software Project..., Scrum, Consulting, Management, PMO, Informatica, SOA, Human Resources, Data Center, Leadership, Architecture, Project Portfolio..., Solution Architecture, ETL, Tableau, Microsoft Office, Visio, Enterprise Services, Corporate Finance, SharePoint, PowerDesigner, OBIEE, Hyperion EPM, Enterprise Software
Education
Clark University
BA, Economics
Clark University
MBA, Business, Management, Marketing
Lawrence Lipkin Lawrence Lipkin's Fidelity Investments Experience September 2012 - Present
Job Vice President, Design Strategy at Fidelity Investments
Industry Design
Experience
Fidelity Investments September 2012 - Present
Goldman Sachs July 2011 - September 2012
frog design February 2010 - June 2011
UX Design Strategies February 2009 - June 2011
TD Ameritrade June 2005 - January 2009
Organic March 2000 - May 2005
Skills
Design Management, E-commerce, Brand Management, Team Building, Intranet, Information Architecture, Product Management, User Experience, Interaction Design, User-centered Design, User Interface Design, Experience Design, User Research, Usability Testing, Creative Direction, Mobile Applications, Product Development, Usability, User Interface, Wireframes, User Experience Design, Heuristic Evaluation, Web Design, Visual Design, Information Design, Design Strategy, Mobile Design, Strategy, Usability Engineering, Wire Framing, Content Strategy, Human Computer..., Persona, OmniGraffle, Design Thinking, Rapid Prototyping, Axure, Card Sorting, User Scenarios, Site Maps, Digital Strategy, Concept Development, Ethnography, Contextual Inquiry, Paper Prototyping, Accessibility, Task Analysis, Data Visualization, Front-end, Service Design
Education
New York University 1997 — 1999
M.P.S., Interactive Telecommunications Program
City University of New York-Hunter College
M.F.A., Painting
Hampshire College
B.A.
Fidelity Investments September 2012 - Present
Goldman Sachs July 2011 - September 2012
frog design February 2010 - June 2011
UX Design Strategies February 2009 - June 2011
TD Ameritrade June 2005 - January 2009
Organic March 2000 - May 2005
Skills
Design Management, E-commerce, Brand Management, Team Building, Intranet, Information Architecture, Product Management, User Experience, Interaction Design, User-centered Design, User Interface Design, Experience Design, User Research, Usability Testing, Creative Direction, Mobile Applications, Product Development, Usability, User Interface, Wireframes, User Experience Design, Heuristic Evaluation, Web Design, Visual Design, Information Design, Design Strategy, Mobile Design, Strategy, Usability Engineering, Wire Framing, Content Strategy, Human Computer..., Persona, OmniGraffle, Design Thinking, Rapid Prototyping, Axure, Card Sorting, User Scenarios, Site Maps, Digital Strategy, Concept Development, Ethnography, Contextual Inquiry, Paper Prototyping, Accessibility, Task Analysis, Data Visualization, Front-end, Service Design
Education
New York University 1997 — 1999
M.P.S., Interactive Telecommunications Program
City University of New York-Hunter College
M.F.A., Painting
Hampshire College
B.A.
Caitlin Whittington's Fidelity Investments Experience November 2014 - Present
Job Web Designer
Industry Graphic Design
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments June 2013 - May 2014
ANN INC. February 2013 - May 2013
A. Haley Boutique August 2012 - February 2013
Rama Business Solutions May 2012 - February 2013
bebe stores August 2010 - August 2012
Skills
Adobe Creative Suite, Web Design, CSS, HTML5, Project Management, Time Management, Management, Customer Service, Marketing, Sales, Business Intelligence, PowerPoint, Retail, Microsoft Office, Training, Leadership, International Business, Sales Management, International Sales, Team Leadership, Social Media Marketing, Microsoft Excel, Microsoft Word
Education
University of Tampa 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Hunter College 2009 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments November 2014 - Present
Fidelity Investments June 2013 - May 2014
ANN INC. February 2013 - May 2013
A. Haley Boutique August 2012 - February 2013
Rama Business Solutions May 2012 - February 2013
bebe stores August 2010 - August 2012
Skills
Adobe Creative Suite, Web Design, CSS, HTML5, Project Management, Time Management, Management, Customer Service, Marketing, Sales, Business Intelligence, PowerPoint, Retail, Microsoft Office, Training, Leadership, International Business, Sales Management, International Sales, Team Leadership, Social Media Marketing, Microsoft Excel, Microsoft Word
Education
University of Tampa 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Hunter College 2009 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Kate Lydon Kate Lydon's Fidelity Investments Experience 2005 - 2007
Job Proprietor of Asbury Park Inn
Industry Venture Capital & Private Equity
Experience
Asbury Park Inn 2014 - Present
Metropolitan Real Estate 2010 - May 2014
Metropolitan Real Estate 2008 - 2010
Fidelity Investments 2005 - 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Investments, Financial Analysis, Financial Modeling, Alternative Investments, Due Diligence, Hedge Funds, Management, Emerging Markets, Private Equity
Education
City University London
Penn State University
Letters, Arts & Sciences
Asbury Park Inn 2014 - Present
Metropolitan Real Estate 2010 - May 2014
Metropolitan Real Estate 2008 - 2010
Fidelity Investments 2005 - 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Investments, Financial Analysis, Financial Modeling, Alternative Investments, Due Diligence, Hedge Funds, Management, Emerging Markets, Private Equity
Education
City University London
Penn State University
Letters, Arts & Sciences
Justin T. LeBlanc's Fidelity Investments Experience June 2007 - August 2010
Job Trade Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Brown Brothers Harriman November 2011 - November 2012
AXA Advisors September 2011 - November 2011
Fidelity Investments June 2007 - August 2010
Skills
Bloomberg Terminal, Reuters, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship & Emerging Enterprises
City University of Hong Kong
Southeast Asian Politics & International Business
BNY Mellon November 2012 - Present
Brown Brothers Harriman November 2011 - November 2012
AXA Advisors September 2011 - November 2011
Fidelity Investments June 2007 - August 2010
Skills
Bloomberg Terminal, Reuters, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship & Emerging Enterprises
City University of Hong Kong
Southeast Asian Politics & International Business
Cherry Ann Timothy Cherry Ann Timothy's Fidelity Investments Experience September 2011 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Fidelity Investments September 2011 - Present
The City of New York January 2009 - December 2009
Emmes Asset Management June 2004 - January 2008
Education
City University of New York 2003 — 2009
Bachelor of Science, Business Administration with Marketing concentration
Fidelity Investments September 2011 - Present
The City of New York January 2009 - December 2009
Emmes Asset Management June 2004 - January 2008
Education
City University of New York 2003 — 2009
Bachelor of Science, Business Administration with Marketing concentration
Miki Hesleph's Fidelity Investments Experience 1993 - 1994
Job Lessons Learned
Industry Management Consulting
Experience
Philip Crosby Associates August 2011 - December 2013
Calvary Baptist Church 1980 - 2011
American Express August 2008 - July 2009
American Express 2003 - 2008
Hestec Associates 1994 - 1999
Wasatch Education 1994 - 1996
Fidelity Investments 1993 - 1994
Control Data, Medlab Division 1978 - 1983
Skills
Project Management, Leadership Development, Vendor Management, Public Speaking, Coaching, Operations Management, Needs Analysis, Instructional Design, Team Leadership, Process Improvement, Change Management, Leadership, Cross-functional Team..., Workshop Facilitation, Performance Improvement, Customer Service, Business Analysis, Management, E-Learning, Employee Training, Training, Performance Management, Instructor-led Training, Human Resources, Program Management, Call Centers, Business Process..., Consulting, Organizational...
Education
Georgia State University 1974 — 1976
MS, Administration
Clark Atlanta University 1967 — 1972
Philip Crosby Associates August 2011 - December 2013
Calvary Baptist Church 1980 - 2011
American Express August 2008 - July 2009
American Express 2003 - 2008
Hestec Associates 1994 - 1999
Wasatch Education 1994 - 1996
Fidelity Investments 1993 - 1994
Control Data, Medlab Division 1978 - 1983
Skills
Project Management, Leadership Development, Vendor Management, Public Speaking, Coaching, Operations Management, Needs Analysis, Instructional Design, Team Leadership, Process Improvement, Change Management, Leadership, Cross-functional Team..., Workshop Facilitation, Performance Improvement, Customer Service, Business Analysis, Management, E-Learning, Employee Training, Training, Performance Management, Instructor-led Training, Human Resources, Program Management, Call Centers, Business Process..., Consulting, Organizational...
Education
Georgia State University 1974 — 1976
MS, Administration
Clark Atlanta University 1967 — 1972
Jeffrey Teperman Jeffrey Teperman's Fidelity Investments Experience April 2007 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Credit Suisse 2005 - 2007
Goldman Sachs 1997 - 2005
Skills
SDLC, Program Management, Vendor Management, Business Analysis, Requirements Analysis, Requirements Gathering, IT Strategy, Software Development, Software Project..., PMP, PMO, Trading Systems
Education
City University of New York-Hunter College
GIT
Fidelity Investments April 2007 - Present
Credit Suisse 2005 - 2007
Goldman Sachs 1997 - 2005
Skills
SDLC, Program Management, Vendor Management, Business Analysis, Requirements Analysis, Requirements Gathering, IT Strategy, Software Development, Software Project..., PMP, PMO, Trading Systems
Education
City University of New York-Hunter College
GIT
Ivelisse Estevez Ivelisse Estevez's Fidelity Investments Experience August 2011 - Present
Job Client Service Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Merrill Lynch November 2007 - January 2010
Merrill Lynch November 2007 - January 2009
FIDELITY INVESTMENT, NATIONAL FINANCIAL SERVICES LLC January 2000 - January 2007
BANK OF January 1997 - January 1999
CHASE MANHATTAN BANK January 1994 - January 1997
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Securities, Portfolio Management, Financial Risk, Trading, Settlement, Middle Office, Banking, Management, Prime Brokerage, Finance, Series 7, Risk Management
Education
City University of New York-College of Staten Island
AAS, BS, BUSINESS, FINANCE
New York Institute of Finance
Fidelity Investments August 2011 - Present
Merrill Lynch November 2007 - January 2010
Merrill Lynch November 2007 - January 2009
FIDELITY INVESTMENT, NATIONAL FINANCIAL SERVICES LLC January 2000 - January 2007
BANK OF January 1997 - January 1999
CHASE MANHATTAN BANK January 1994 - January 1997
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Securities, Portfolio Management, Financial Risk, Trading, Settlement, Middle Office, Banking, Management, Prime Brokerage, Finance, Series 7, Risk Management
Education
City University of New York-College of Staten Island
AAS, BS, BUSINESS, FINANCE
New York Institute of Finance
Justin J. McKay's Fidelity Investments Experience July 2011 - September 2013
Job Investment Counselor at BB&T Investments, MBA Candidate at UNCChapel Hill KenanFlagler Business School
Industry Financial Services
Experience
BB&T November 2013 - Present
Fidelity Investments July 2011 - September 2013
MetLife March 2009 - July 2011
AXA Advisors October 2008 - March 2009
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Leadership, Strategic Planning, Management, Account Management, Retirement, Asset Allocation, Uniform Combined State..., Wealth Management, Finance, Investments, Insurance, Financial Planning, Portfolio Management, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA)
City University of New York-John Jay College of Criminal Justice 2004 — 2009
Bachelor of Arts (B.A.), Public Administration
BB&T November 2013 - Present
Fidelity Investments July 2011 - September 2013
MetLife March 2009 - July 2011
AXA Advisors October 2008 - March 2009
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Leadership, Strategic Planning, Management, Account Management, Retirement, Asset Allocation, Uniform Combined State..., Wealth Management, Finance, Investments, Insurance, Financial Planning, Portfolio Management, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA)
City University of New York-John Jay College of Criminal Justice 2004 — 2009
Bachelor of Arts (B.A.), Public Administration
Nicholas Mazzetti Nicholas Mazzetti's Fidelity Investments Experience October 2004 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2004 - Present
Skills
Financial Analysis, Operations Management, Rail Operations, Long-term Customer..., Customer Service, Customer Satisfaction, Customer Retention, Customer Experience, Customer Engagement, Lean Management, Lean Operations, Lean Tools, Grocery Industry, Convenience Stores, Small Business, Statistical Data...
Education
University of North Texas 2012 — 2015
Clarion University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Finance, General
Fidelity Investments October 2004 - Present
Skills
Financial Analysis, Operations Management, Rail Operations, Long-term Customer..., Customer Service, Customer Satisfaction, Customer Retention, Customer Experience, Customer Engagement, Lean Management, Lean Operations, Lean Tools, Grocery Industry, Convenience Stores, Small Business, Statistical Data...
Education
University of North Texas 2012 — 2015
Clarion University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Finance, General
Val Leykin Val Leykin's Fidelity Investments Experience April 2009 - December 2012
Job Sr. BA at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
Bank of America/Merrill Lynch October 2013 - March 2014
Fidelity Investments April 2009 - December 2012
Credit Suisse May 1997 - April 2009
Lehman Brothers June 1996 - May 1997
Bear Stearns November 1994 - May 1996
Prudential Securities July 1986 - November 1994
AT & T Communications June 1985 - July 1986
Skills
Equities, Fixed Income, Trading Systems, Requirements Gathering, Back Office, Investment Banking, SDLC, Foreign Exchange, Middle Office, Securities Lending, Prime Brokerage, Business Analysis, Reference Data, Series 7, Margin, Stock Record, Clearance, Reserve Formula- 15C3, Regulatory Reporting, Prospectus, Fircosoft
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor of Science, CIS
City University of New York-Brooklyn College 1980 — 1985
BS, Computer & Information Science
Pershing, a BNY Mellon company March 2014 - Present
Bank of America/Merrill Lynch October 2013 - March 2014
Fidelity Investments April 2009 - December 2012
Credit Suisse May 1997 - April 2009
Lehman Brothers June 1996 - May 1997
Bear Stearns November 1994 - May 1996
Prudential Securities July 1986 - November 1994
AT & T Communications June 1985 - July 1986
Skills
Equities, Fixed Income, Trading Systems, Requirements Gathering, Back Office, Investment Banking, SDLC, Foreign Exchange, Middle Office, Securities Lending, Prime Brokerage, Business Analysis, Reference Data, Series 7, Margin, Stock Record, Clearance, Reserve Formula- 15C3, Regulatory Reporting, Prospectus, Fircosoft
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor of Science, CIS
City University of New York-Brooklyn College 1980 — 1985
BS, Computer & Information Science
Neville J. O'Callaghan Neville J. O'Callaghan's Fidelity Investments Experience December 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments October 2006 - Present
Fidelity Investments January 2004 - October 2006
TD Waterhouse June 1999 - January 2004
Skills
Operational Risk, Funding, Equities, Risk Management, Operational Risk..., FINRA, Portfolio Management, Series 7, Capital Markets, Mutual Funds, Financial Services, Securities, Fixed Income, Investments, Wealth Management, Trading, Corporate Finance, Series 63, Options, Relationship Management, Financial Risk
Education
City University of New York 2008 — 2011
Bachelor of Science in Business
State University of New York at Albany 1993 — 1996
Monsignor Farrell Boys Catholic H.S. 1989 — 1993
Academic
Volunteerism
Fidelity Investments December 2013 - Present
Fidelity Investments October 2006 - Present
Fidelity Investments January 2004 - October 2006
TD Waterhouse June 1999 - January 2004
Skills
Operational Risk, Funding, Equities, Risk Management, Operational Risk..., FINRA, Portfolio Management, Series 7, Capital Markets, Mutual Funds, Financial Services, Securities, Fixed Income, Investments, Wealth Management, Trading, Corporate Finance, Series 63, Options, Relationship Management, Financial Risk
Education
City University of New York 2008 — 2011
Bachelor of Science in Business
State University of New York at Albany 1993 — 1996
Monsignor Farrell Boys Catholic H.S. 1989 — 1993
Academic
Volunteerism
DeLone Jones Jr. DeLone Jones Jr.'s Fidelity Investments Experience March 2011 - Present
Job Brokerage Operations Representative III at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2011 - Present
Fifth Third Bank March 2009 - August 2009
Quantech Services Inc April 2008 - October 2008
CACI Inc May 2005 - April 2008
Alphainsight May 2004 - May 2005
CACI Inc May 2002 - May 2004
US Embassy November 2000 - November 2001
Fidelity Investments October 1997 - August 2000
Skills
Research, Government, Finance, Training, Team Leadership, Master Scheduling, Logistics, Team-oriented, Project Coordination, MS Project, Global Deployment, Security, Management, PMO, Analysis, Sales, Process Improvement, Forecasting, Leadership, Security Clearance, Interviews, Telecommunications, Microsoft Project, Customer Service, Program Management
Education
Cincinnati State Technical and Community College 1992 — 1995
AS, Business Management
Lakota 1980 — 1984
Fidelity Investments March 2011 - Present
Fifth Third Bank March 2009 - August 2009
Quantech Services Inc April 2008 - October 2008
CACI Inc May 2005 - April 2008
Alphainsight May 2004 - May 2005
CACI Inc May 2002 - May 2004
US Embassy November 2000 - November 2001
Fidelity Investments October 1997 - August 2000
Skills
Research, Government, Finance, Training, Team Leadership, Master Scheduling, Logistics, Team-oriented, Project Coordination, MS Project, Global Deployment, Security, Management, PMO, Analysis, Sales, Process Improvement, Forecasting, Leadership, Security Clearance, Interviews, Telecommunications, Microsoft Project, Customer Service, Program Management
Education
Cincinnati State Technical and Community College 1992 — 1995
AS, Business Management
Lakota 1980 — 1984
Steven Brantley Steven Brantley's Fidelity Investments Experience June 2011 - August 2012
Job Law Student at George Mason University School of Law
Industry Financial Services
Experience
HSBC Bank USA, N.A. February 2014 - March 2015
TIAA-CREF August 2012 - February 2014
Fidelity Investments June 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - June 2011
Deutsche Bank July 2007 - May 2010
Skills
Series 7, Equities, Alternative Investments, Finance, Financial Services, Asset Management, Risk Management, Financial Analysis, Strategic Financial..., Financial Risk, Financial Markets, Asset Allocation, Stock Trading, Event Management, Financial Communications, Compliance, Staff Supervision, Strategic Communications, Research, Hedge Funds, Pension Funds, Private Equity, Equity Research, Microsoft Office, Project Management, Budgets, Streamlining Operations, Corporate Communications, Anti Money Laundering, Bank Secrecy Act, OFAC, Fraud Detection, Fraud Investigations, Financial Crimes...
Education
George Mason University School of Law
Juris Doctor (J.D.)
The George Washington University 2003 — 2007
BA, Political Science, International Relations
City University of Hong Kong 2005 — 2006
Political Science, International Business
Manlius Pebble Hill School
HSBC Bank USA, N.A. February 2014 - March 2015
TIAA-CREF August 2012 - February 2014
Fidelity Investments June 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - June 2011
Deutsche Bank July 2007 - May 2010
Skills
Series 7, Equities, Alternative Investments, Finance, Financial Services, Asset Management, Risk Management, Financial Analysis, Strategic Financial..., Financial Risk, Financial Markets, Asset Allocation, Stock Trading, Event Management, Financial Communications, Compliance, Staff Supervision, Strategic Communications, Research, Hedge Funds, Pension Funds, Private Equity, Equity Research, Microsoft Office, Project Management, Budgets, Streamlining Operations, Corporate Communications, Anti Money Laundering, Bank Secrecy Act, OFAC, Fraud Detection, Fraud Investigations, Financial Crimes...
Education
George Mason University School of Law
Juris Doctor (J.D.)
The George Washington University 2003 — 2007
BA, Political Science, International Relations
City University of Hong Kong 2005 — 2006
Political Science, International Business
Manlius Pebble Hill School
Christine Dillon's Fidelity Investments Experience 1989 - 1992
Job Private Investor | Capital Markets | Corporate Access | Investor Relations | Corporate Finance
Industry Financial Services
Experience
UBS Investment Bank 2005 - 2008
Worldco & Independent Trader 2000 - 2004
Salomon Brothers Int'l (Europe) / Salomon Smith Barney 1998 - 2000
Prudential Securities, Inc. 1997 - 1997
Fitch Investors Service (Fitch Ratings) 1994 - 1997
Wells Fargo Securities, Inc. 1993 - 1993
Fidelity Investments 1989 - 1992
Federal Reserve Bank of Boston 1988 - 1988
Skills
Investment Banking, Structured Finance, Corporate Finance, Corporate Access, Investor Relations, Corporate Client..., Account Acquisition &..., Relationship Management, Business Development, Capital Raising, Equity Capital Markets, Debt & Equity Financing, Deal Origination &..., Cross-border..., Credit Rating, Due Diligence, Roadshows, Board Presentations, Grant Funding, Project Management, Published Author
Education
Harvard University, John F. Kennedy School of Government
MPA, Business & Government
Clark Atlanta University
MBA, Finance
University of Massachusetts, Amherst
BBA, General Business & Finance
UBS Investment Bank 2005 - 2008
Worldco & Independent Trader 2000 - 2004
Salomon Brothers Int'l (Europe) / Salomon Smith Barney 1998 - 2000
Prudential Securities, Inc. 1997 - 1997
Fitch Investors Service (Fitch Ratings) 1994 - 1997
Wells Fargo Securities, Inc. 1993 - 1993
Fidelity Investments 1989 - 1992
Federal Reserve Bank of Boston 1988 - 1988
Skills
Investment Banking, Structured Finance, Corporate Finance, Corporate Access, Investor Relations, Corporate Client..., Account Acquisition &..., Relationship Management, Business Development, Capital Raising, Equity Capital Markets, Debt & Equity Financing, Deal Origination &..., Cross-border..., Credit Rating, Due Diligence, Roadshows, Board Presentations, Grant Funding, Project Management, Published Author
Education
Harvard University, John F. Kennedy School of Government
MPA, Business & Government
Clark Atlanta University
MBA, Finance
University of Massachusetts, Amherst
BBA, General Business & Finance
Dominick Ciccarelli Dominick Ciccarelli's Fidelity Investments Experience June 2012 - November 2013
Job Experienced Data & Voice Network:Engineering Executive
Industry Telecommunications
Experience
Fidelity Investments June 2012 - November 2013
AT&T February 2008 - June 2012
IBM July 1997 - February 2008
Equitable / AXA July 1980 - January 1997
Skills
Telecommunications, Networking, Disaster Recovery, Outsourcing, Firewalls, Infrastructure, Switches, Routers, Technical Support, Information Technology, Data Center, Project Management, Management, Testing, Team Management, Project Planning, Architectures, Team Building, IT Strategy, Budgets, Coaching, Mentoring
Education
City University of New York-Hunter College
Control Data Institue
Field Engineering, Computer Engineering
Lasalle
Our Lady of Mount Carmel
Tarrant County College
Business, Psychology, Computer Science
Fidelity Investments June 2012 - November 2013
AT&T February 2008 - June 2012
IBM July 1997 - February 2008
Equitable / AXA July 1980 - January 1997
Skills
Telecommunications, Networking, Disaster Recovery, Outsourcing, Firewalls, Infrastructure, Switches, Routers, Technical Support, Information Technology, Data Center, Project Management, Management, Testing, Team Management, Project Planning, Architectures, Team Building, IT Strategy, Budgets, Coaching, Mentoring
Education
City University of New York-Hunter College
Control Data Institue
Field Engineering, Computer Engineering
Lasalle
Our Lady of Mount Carmel
Tarrant County College
Business, Psychology, Computer Science
Bobby Lie Bobby Lie's Fidelity Investments Experience Management ConsultantFidelity InvestmentsJanuary 2014 - Present
Job Management Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Management ConsultantFidelity InvestmentsJanuary 2014 - Present
Fidelity Business Services Dalian Limited January 2013 - December 2013
Fidelity Investments January 2010 - December 2012
Fidelity Investments January 2007 - December 2009
Fidelity Investments January 2004 - December 2006
Fidelity Investments January 2002 - December 2003
Fidelity Investments April 1996 - December 2002
IBM March 1993 - March 1996
IBM Almaden Research April 1984 - March 1993
Skills
IT Strategy, Vendor Management, Financial Services, Strategic Planning, Process Improvement, SDLC, Program Management, Team Leadership, IT Management, Enterprise Architecture, Risk Management, Cloud Computing, Management Consulting, Business Analysis, Disaster Recovery, Data Center, Integration, Security, Strategy, Enterprise Software, Solution Architecture, SaaS, Computer Network..., PMO, Governance, Software Development, Outsourcing, Network Engineering, IT Operations, IT Service Management, Virtual Teams, IT Infrastructure..., Business Continuity, PMP, Project Portfolio..., Business Intelligence, Software Project..., Business Process..., Requirements Analysis, Information Technology, Infrastructure, Professional Services, Project Delivery, Offshoring
Education
City University of New York City College
Physics
Fidelity Investments Management ConsultantFidelity InvestmentsJanuary 2014 - Present
Fidelity Business Services Dalian Limited January 2013 - December 2013
Fidelity Investments January 2010 - December 2012
Fidelity Investments January 2007 - December 2009
Fidelity Investments January 2004 - December 2006
Fidelity Investments January 2002 - December 2003
Fidelity Investments April 1996 - December 2002
IBM March 1993 - March 1996
IBM Almaden Research April 1984 - March 1993
Skills
IT Strategy, Vendor Management, Financial Services, Strategic Planning, Process Improvement, SDLC, Program Management, Team Leadership, IT Management, Enterprise Architecture, Risk Management, Cloud Computing, Management Consulting, Business Analysis, Disaster Recovery, Data Center, Integration, Security, Strategy, Enterprise Software, Solution Architecture, SaaS, Computer Network..., PMO, Governance, Software Development, Outsourcing, Network Engineering, IT Operations, IT Service Management, Virtual Teams, IT Infrastructure..., Business Continuity, PMP, Project Portfolio..., Business Intelligence, Software Project..., Business Process..., Requirements Analysis, Information Technology, Infrastructure, Professional Services, Project Delivery, Offshoring
Education
City University of New York City College
Physics
Jonathan Seif's Fidelity Investments Experience December 2012 - Present
Job Account Executive | Financial Sales | Experienced Team Leader
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Caldwell International Securities Corporation December 2011 - December 2012
Meyers Associates L.P. (Investment Bankers) October 2007 - December 2011
Education
City University of New York City College
Advertising / Public Relations
City University of New York-Queens College
Economics (Minor in Sociology)
Fidelity Investments December 2012 - Present
Caldwell International Securities Corporation December 2011 - December 2012
Meyers Associates L.P. (Investment Bankers) October 2007 - December 2011
Education
City University of New York City College
Advertising / Public Relations
City University of New York-Queens College
Economics (Minor in Sociology)
Tamara Henson's Fidelity Investments Experience August 1997 - November 1997
Job Global Process Improvement Program Manager at Sitel
Industry Outsourcing/Offshoring
Experience
Sitel February 2014 - Present
UnitedHealth Group 2001 - 2013
Donahue Securities March 1998 - March 2001
Fidelity Investments August 1997 - November 1997
Great American Financial Resources August 1996 - August 1997
Great American Insurance April 1994 - August 1996
Skills
Green Belt, Certified Lean, Project Management, Business Process..., Organization, Process Improvement, Training
Education
Thomas More College 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cincinnati State Technical and Community College 1993 — 1995
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Taylor High School 1988 — 1992
Diploma, College Prep, 9th - 12th
Sitel February 2014 - Present
UnitedHealth Group 2001 - 2013
Donahue Securities March 1998 - March 2001
Fidelity Investments August 1997 - November 1997
Great American Financial Resources August 1996 - August 1997
Great American Insurance April 1994 - August 1996
Skills
Green Belt, Certified Lean, Project Management, Business Process..., Organization, Process Improvement, Training
Education
Thomas More College 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cincinnati State Technical and Community College 1993 — 1995
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Taylor High School 1988 — 1992
Diploma, College Prep, 9th - 12th
John Shepherd John Shepherd's Fidelity Investments Experience January 2000 - February 2005
Job Vice President, Wealth Advisor at Columbia Bank
Industry Financial Services
Experience
Columbia Bank November 2014 - Present
East Coast Asset Management October 2013 - November 2014
Lateef Investment Management February 2005 - April 2013
Fidelity Investments January 2000 - February 2005
Skills
Investment Advisory, Start-ups, Relationship Management, Asset Management, Strategy, Institutional Sales, Wealth Management, Estate Planning, Strategic Financial..., Investment Consulting, Large Cap Value, Multi Cap Growth, High Quality US Equity, Diversification, Satellite, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Financial Planning, Investment Management, Financial Services, Portfolio Management, Equities, Investment Advisory..., Mutual Funds
Education
City University of New York 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
St Anselm College 1976 — 1980
Bachelor of Science (BS), Economics
William H. Hall High School, West Hartford CT 1974 — 1976
Kingswood Oxford School, West Hartford, CT 1972 — 1974
Columbia Bank November 2014 - Present
East Coast Asset Management October 2013 - November 2014
Lateef Investment Management February 2005 - April 2013
Fidelity Investments January 2000 - February 2005
Skills
Investment Advisory, Start-ups, Relationship Management, Asset Management, Strategy, Institutional Sales, Wealth Management, Estate Planning, Strategic Financial..., Investment Consulting, Large Cap Value, Multi Cap Growth, High Quality US Equity, Diversification, Satellite, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Financial Planning, Investment Management, Financial Services, Portfolio Management, Equities, Investment Advisory..., Mutual Funds
Education
City University of New York 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
St Anselm College 1976 — 1980
Bachelor of Science (BS), Economics
William H. Hall High School, West Hartford CT 1974 — 1976
Kingswood Oxford School, West Hartford, CT 1972 — 1974
Tammia Rowe, CFP®'s Fidelity Investments Experience May 2012 - May 2014
Job Certified Financial Planner and Investments Professional
Industry Financial Services
Experience
Fidelity Investments May 2012 - May 2014
Fortune Wealth Management, LLC April 2009 - May 2012
The Bank of Bermuda, member of HSBC Bank May 2006 - August 2008
Wells Fargo September 2004 - May 2006
Skills
Series 7, CFP, Finance, Financial Planning, Financial Services, Investments, Mutual Funds, Strategic Financial...
Education
Southern Methodist University 2011 — 2011
Certificate in Financial Planning, Financial Planning and Services
Clark Atlanta University 1998 — 2002
Bachelor of Arts (B.A.), Marketing
Fidelity Investments May 2012 - May 2014
Fortune Wealth Management, LLC April 2009 - May 2012
The Bank of Bermuda, member of HSBC Bank May 2006 - August 2008
Wells Fargo September 2004 - May 2006
Skills
Series 7, CFP, Finance, Financial Planning, Financial Services, Investments, Mutual Funds, Strategic Financial...
Education
Southern Methodist University 2011 — 2011
Certificate in Financial Planning, Financial Planning and Services
Clark Atlanta University 1998 — 2002
Bachelor of Arts (B.A.), Marketing
Pnina Grossman's Fidelity Investments Experience July 2007 - August 2007
Job Engineering Student at City College of New York
Industry Biotechnology
Experience
City College of New York June 2015 - Present
City College of New York September 2014 - Present
Bar Ilan University - Ocular Motor and Visual Perception Laboratory Lab June 2013 - Present
The Cooper Union September 2011 - May 2013
The Center for Modern Torah Leadership June 2012 - July 2012
University of Massachusetts May 2009 - August 2010
Tufts University January 2009 - June 2009
Beth Israel Deaconess Medical Center June 2008 - July 2008
Fidelity Investments July 2007 - August 2007
Skills
Computer Proficiency, Laboratory Skills, Microsoft Excel, Social Media, Microsoft Word, Biblical Hebrew, Modern Hebrew, Talmud, Research, AutoCAD, Engineering, Western Blotting, Matlab, Laboratory, Biotechnology, Mass Spectrometry, Microsoft Office, PowerPoint, Editing
Education
City University of New York City College 2014 — 2017
Pre-Engineering, Engineering, 3.7
The Cooper Union for the Advancement of Science and Art 2011 — 2013
Bachelor of Science (BS), Engineering, Sophomore
Migdal Oz 2009 — 2011
Talmudic Studies, Judaic Studies
Maimonides School 2005 — 2009
High School Diploma, Honors Track
City College of New York June 2015 - Present
City College of New York September 2014 - Present
Bar Ilan University - Ocular Motor and Visual Perception Laboratory Lab June 2013 - Present
The Cooper Union September 2011 - May 2013
The Center for Modern Torah Leadership June 2012 - July 2012
University of Massachusetts May 2009 - August 2010
Tufts University January 2009 - June 2009
Beth Israel Deaconess Medical Center June 2008 - July 2008
Fidelity Investments July 2007 - August 2007
Skills
Computer Proficiency, Laboratory Skills, Microsoft Excel, Social Media, Microsoft Word, Biblical Hebrew, Modern Hebrew, Talmud, Research, AutoCAD, Engineering, Western Blotting, Matlab, Laboratory, Biotechnology, Mass Spectrometry, Microsoft Office, PowerPoint, Editing
Education
City University of New York City College 2014 — 2017
Pre-Engineering, Engineering, 3.7
The Cooper Union for the Advancement of Science and Art 2011 — 2013
Bachelor of Science (BS), Engineering, Sophomore
Migdal Oz 2009 — 2011
Talmudic Studies, Judaic Studies
Maimonides School 2005 — 2009
High School Diploma, Honors Track
Scott Schrader Scott Schrader's Fidelity Investments Experience August 2014 - Present
Job Senior Web UI Software Developer at Fidelity Investments
Industry Internet
Experience
Fidelity Investments August 2014 - Present
Cincinnati State February 2011 - Present
Quality Gold June 2011 - August 2014
Corbus October 2010 - June 2011
Advantage Plus Painting May 2007 - January 2009
Skills
Web Design, Web Development, CSS, jQuery, HTML 5, JavaScript, ASP.NET MVC, XHTML, HTML, Web Services, AJAX, C#, .NET, ASP.NET, XML, KnockoutJS, IIS, HTML5, SEO, PHP, Microsoft SQL Server, Adobe Creative Suite, T-SQL, SQL, VB.NET, Database Design
Education
Cincinnati State Technical and Community College 2009 — 2010
Fidelity Investments August 2014 - Present
Cincinnati State February 2011 - Present
Quality Gold June 2011 - August 2014
Corbus October 2010 - June 2011
Advantage Plus Painting May 2007 - January 2009
Skills
Web Design, Web Development, CSS, jQuery, HTML 5, JavaScript, ASP.NET MVC, XHTML, HTML, Web Services, AJAX, C#, .NET, ASP.NET, XML, KnockoutJS, IIS, HTML5, SEO, PHP, Microsoft SQL Server, Adobe Creative Suite, T-SQL, SQL, VB.NET, Database Design
Education
Cincinnati State Technical and Community College 2009 — 2010
Brian Draczynski's Fidelity Investments Experience April 2006 - June 2010
Job Business Development Director at Conservation Services Group
Industry Renewables & Environment
Experience
Conservation Services Group April 2013 - Present
Health Dialog February 2011 - April 2013
Fidelity Investments April 2006 - June 2010
Fidelity Investments November 2002 - March 2006
Fidelity Investments August 1997 - October 2002
Skills
CRM, Business Analysis, Vendor Management, Business Development, Strategy, RFP, Business Process..., Sales Management, Sales Operations, Salesforce.com, Management, Leadership, Team Building, Project Management, Team Management, Proposal Writing, Communication, Call Centers, Process Improvement, Sales Process, Program Management, Customer Service, Sales, Training, Analysis
Education
Clark University
Master of Business Administration (M.B.A.)
University of Rhode Island - College of Business Administration
BS, Marketing
Conservation Services Group April 2013 - Present
Health Dialog February 2011 - April 2013
Fidelity Investments April 2006 - June 2010
Fidelity Investments November 2002 - March 2006
Fidelity Investments August 1997 - October 2002
Skills
CRM, Business Analysis, Vendor Management, Business Development, Strategy, RFP, Business Process..., Sales Management, Sales Operations, Salesforce.com, Management, Leadership, Team Building, Project Management, Team Management, Proposal Writing, Communication, Call Centers, Process Improvement, Sales Process, Program Management, Customer Service, Sales, Training, Analysis
Education
Clark University
Master of Business Administration (M.B.A.)
University of Rhode Island - College of Business Administration
BS, Marketing
Barry Cash Barry Cash's Fidelity Investments Experience March 2013 - Present
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Cabot Lodge April 2012 - September 2012
Lehman Brothers March 2009 - January 2012
Citi Smith Barney August 2004 - March 2009
UBS Wealth Management 1999 - 2004
PaineWebber 1997 - 1999
Fidelity Investments 1995 - 1997
Golle & Holmes Custom Education 1991 - 1995
Damson Oil Corporation 1985 - 1987
Education
University of Virginia Darden School of Business 1999 — 1999
Executive Education Certificate Program, Leadership Program
City University of New York-Herbert H. Lehman College 1981 — 1984
BA, Political Science
Bronx High School of Science 1976 — 1980
PS 94 1968 — 1974
Fidelity Investments March 2013 - Present
Cabot Lodge April 2012 - September 2012
Lehman Brothers March 2009 - January 2012
Citi Smith Barney August 2004 - March 2009
UBS Wealth Management 1999 - 2004
PaineWebber 1997 - 1999
Fidelity Investments 1995 - 1997
Golle & Holmes Custom Education 1991 - 1995
Damson Oil Corporation 1985 - 1987
Education
University of Virginia Darden School of Business 1999 — 1999
Executive Education Certificate Program, Leadership Program
City University of New York-Herbert H. Lehman College 1981 — 1984
BA, Political Science
Bronx High School of Science 1976 — 1980
PS 94 1968 — 1974
Angelo R. DiLeo Angelo R. DiLeo's Fidelity Investments Experience October 2007 - March 2011
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Morgan Stanley March 2011 - November 2014
Fidelity Investments October 2007 - March 2011
Deutsche Bank October 2005 - October 2007
Christie's Inc. February 2002 - October 2005
Translations.com August 1999 - February 2002
Skills
Financial Analysis, Analysis, Financial Reporting, Corporate Finance, Financial Statements, Financial Accounting, General Ledger, Microsoft Excel, SAP, Project Management, Payroll, Internal Controls, Accounting, Auditing, Regulatory Reporting, Brokerage, Excel, Oracle, JD Edwards, Omega, Reporting & Analysis, Finance, Account Reconciliation, Accounts Receivable, US GAAP, Variance Analysis, Essbase, Due Diligence, Forecasting, Financial Audits, Hyperion Enterprise, Consolidation, GAAP, Management Reporting, Financial Services, Banking, Management, Process Improvement, Management Accounting
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2007
MBA, Finance
City University of New York-Brooklyn College 1997 — 2000
BS, Accounting & Finance
Xaverian High School 1992 — 1996
High School Diploma
JPMorgan Chase & Co. December 2014 - Present
Morgan Stanley March 2011 - November 2014
Fidelity Investments October 2007 - March 2011
Deutsche Bank October 2005 - October 2007
Christie's Inc. February 2002 - October 2005
Translations.com August 1999 - February 2002
Skills
Financial Analysis, Analysis, Financial Reporting, Corporate Finance, Financial Statements, Financial Accounting, General Ledger, Microsoft Excel, SAP, Project Management, Payroll, Internal Controls, Accounting, Auditing, Regulatory Reporting, Brokerage, Excel, Oracle, JD Edwards, Omega, Reporting & Analysis, Finance, Account Reconciliation, Accounts Receivable, US GAAP, Variance Analysis, Essbase, Due Diligence, Forecasting, Financial Audits, Hyperion Enterprise, Consolidation, GAAP, Management Reporting, Financial Services, Banking, Management, Process Improvement, Management Accounting
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2007
MBA, Finance
City University of New York-Brooklyn College 1997 — 2000
BS, Accounting & Finance
Xaverian High School 1992 — 1996
High School Diploma
Manashir Abramov Manashir Abramov's Fidelity Investments Experience April 2015 - July 2015
Job Product Strategy Associate
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2015 - Present
Fidelity Investments April 2015 - July 2015
Floral Art May 2010 - March 2015
AXA Advisors September 2013 - July 2014
WTS Proprietary Trading Group March 2013 - August 2013
Wall Street Club September 2011 - May 2012
People Choice Realty March 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Trading, Options, Sales, Customer Service, Research, Financial Analysis, Business Analysis, Data Analysis, Equity Research, Equity Trading, Commodity Markets, Equity Valuation, Equity Capital Markets, Marketing, Real Estate, Event Management, Financial Advisory, Client Development, Consulting, Corporate Finance, Finance, Project Management, Strategy, Financial Modeling, Microsoft Excel, Business Strategy, PowerPoint
Education
Brooklyn College 2010 — 2014
Bachelor of Science (B.S.), Business, Management, and Finance, 3.6
Lord, Abbett & Co. LLC July 2015 - Present
Fidelity Investments April 2015 - July 2015
Floral Art May 2010 - March 2015
AXA Advisors September 2013 - July 2014
WTS Proprietary Trading Group March 2013 - August 2013
Wall Street Club September 2011 - May 2012
People Choice Realty March 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Trading, Options, Sales, Customer Service, Research, Financial Analysis, Business Analysis, Data Analysis, Equity Research, Equity Trading, Commodity Markets, Equity Valuation, Equity Capital Markets, Marketing, Real Estate, Event Management, Financial Advisory, Client Development, Consulting, Corporate Finance, Finance, Project Management, Strategy, Financial Modeling, Microsoft Excel, Business Strategy, PowerPoint
Education
Brooklyn College 2010 — 2014
Bachelor of Science (B.S.), Business, Management, and Finance, 3.6
Ade Adedapo, MBA's Fidelity Investments Experience September 2011 - April 2013
Job CMA (Candidate), Financial Professional, Entrepreneur
Industry Financial Services
Experience
Nationstar Mortgage August 2014 - Present
Herbalife March 2014 - Present
J.P. Morgan Corporate Investment Banking April 2013 - August 2014
Fidelity Investments September 2011 - April 2013
Fidelity Investments June 2008 - September 2011
UBS Investment Bank March 2008 - May 2008
Fidelity Investments October 2007 - March 2008
Citibank May 2007 - October 2007
Skills
Finance, Investments, Mutual Funds, Financial Services, Financial Analysis, Fixed Income, Equities, Securities, Microsoft Excel, Strategic Planning, Management, Financial Operations, Excel, Investment Banking, Reconciliation, Banking, Settlement, Macroeconomics, Asset Management, Financial Modeling, Account Reconciliation, Back Office, Microeconomics, Quantitative Analytics, Marketing Strategy, Corporate Finance, Alternative Investments, Corporate Actions, Competitive Analysis, Accounts Receivable, Financial Reporting, Cash Management, SAP Financial, Financial Risk, Risk Management, Business Process..., Financial Accounting, Financial Statements, Team Management, Strategic Financial..., Accounting, Securities Lending, Hedge Funds, SAP, Fund Accounting, Microsoft SQL Server
Education
Texas A&M University 2013 — 2014
Masters of Business Administration
City University of New York-Brooklyn College 2009 — 2011
Bachelor of Science, Public Accounting
CUNY COLLEGE OF STATEN ISLAND 2003 — 2007
Bachelor of Science, Applied Economics
Nationstar Mortgage August 2014 - Present
Herbalife March 2014 - Present
J.P. Morgan Corporate Investment Banking April 2013 - August 2014
Fidelity Investments September 2011 - April 2013
Fidelity Investments June 2008 - September 2011
UBS Investment Bank March 2008 - May 2008
Fidelity Investments October 2007 - March 2008
Citibank May 2007 - October 2007
Skills
Finance, Investments, Mutual Funds, Financial Services, Financial Analysis, Fixed Income, Equities, Securities, Microsoft Excel, Strategic Planning, Management, Financial Operations, Excel, Investment Banking, Reconciliation, Banking, Settlement, Macroeconomics, Asset Management, Financial Modeling, Account Reconciliation, Back Office, Microeconomics, Quantitative Analytics, Marketing Strategy, Corporate Finance, Alternative Investments, Corporate Actions, Competitive Analysis, Accounts Receivable, Financial Reporting, Cash Management, SAP Financial, Financial Risk, Risk Management, Business Process..., Financial Accounting, Financial Statements, Team Management, Strategic Financial..., Accounting, Securities Lending, Hedge Funds, SAP, Fund Accounting, Microsoft SQL Server
Education
Texas A&M University 2013 — 2014
Masters of Business Administration
City University of New York-Brooklyn College 2009 — 2011
Bachelor of Science, Public Accounting
CUNY COLLEGE OF STATEN ISLAND 2003 — 2007
Bachelor of Science, Applied Economics
Samuel Sholin Samuel Sholin's Fidelity Investments Experience September 2013 - March 2015
Job Customer Success Associate at PitchBook Data
Industry Venture Capital & Private Equity
Experience
PitchBook Data March 2015 - Present
Fidelity Investments September 2013 - March 2015
Rob Roy Seattle July 2012 - March 2013
CBS Radio August 2010 - January 2012
KPIX CBS5 May 2009 - May 2010
Skills
Final Cut Pro, Video Editing, Radio Broadcasting, Broadcast Television, Camera Operating, Television News, Network Television, Television Producing, Scripting, Microsoft Office, Customer Service, Teller Operations, barbacking, Food Service, Series 7, Series 66, Retirement Planning, Investments, Sports, Video, Cross-functional Team...
Education
San Francisco State University 2010 — 2012
"Bachelor of Arts", Broadcast Journalism
City College of San Francisco 2008 — 2010
"AA", Broadcast Journalism
PitchBook Data March 2015 - Present
Fidelity Investments September 2013 - March 2015
Rob Roy Seattle July 2012 - March 2013
CBS Radio August 2010 - January 2012
KPIX CBS5 May 2009 - May 2010
Skills
Final Cut Pro, Video Editing, Radio Broadcasting, Broadcast Television, Camera Operating, Television News, Network Television, Television Producing, Scripting, Microsoft Office, Customer Service, Teller Operations, barbacking, Food Service, Series 7, Series 66, Retirement Planning, Investments, Sports, Video, Cross-functional Team...
Education
San Francisco State University 2010 — 2012
"Bachelor of Arts", Broadcast Journalism
City College of San Francisco 2008 — 2010
"AA", Broadcast Journalism
Rachel Roll's Fidelity Investments Experience September 2006 - July 2015
Job Marketing
Industry Consumer Goods
Experience
Self-employed July 2012 - Present
Fidelity Investments September 2006 - July 2015
Skills
Microsoft Office, Customer Service, Marketing Strategy, Strategic Planning, Sales Management, Microsoft Excel, New Business Development, Project Management, Negotiation, Business Strategy, Sales, Retail, Management, Cross-functional Team..., Team Building, Marketing
Education
Northern Kentucky University 2005 — 2008
Bachelor of Business Administration (B.B.A.)
Cincinnati State Technical and Community College 2003 — 2005
Associate's degree in Marketing
Self-employed July 2012 - Present
Fidelity Investments September 2006 - July 2015
Skills
Microsoft Office, Customer Service, Marketing Strategy, Strategic Planning, Sales Management, Microsoft Excel, New Business Development, Project Management, Negotiation, Business Strategy, Sales, Retail, Management, Cross-functional Team..., Team Building, Marketing
Education
Northern Kentucky University 2005 — 2008
Bachelor of Business Administration (B.B.A.)
Cincinnati State Technical and Community College 2003 — 2005
Associate's degree in Marketing
Kieran Hepworth's Fidelity Investments Experience June 2015 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - August 2014
College of Staten Island, City University of New York August 2012 - February 2013
Skills
Programming, Java, C#, C++, SQL, RESTful WebServices, SoapUI, Object Oriented Design, Spring Framework, Oracle SQL Developer, Linux, Microsoft Office, Windows, OS X, Python, HTML, Microsoft Excel, Microsoft Word, PowerPoint
Education
Macaulay Honors College at The City University of New York 2011 — 2015
Bachelor's Degree, Computer Science
City University of New York-College of Staten Island 2011 — 2015
Bachelor's Degree, Computer Science
International Baccalaureate 2007 — 2011
High School
Curtis High School 2007 — 2011
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - August 2014
College of Staten Island, City University of New York August 2012 - February 2013
Skills
Programming, Java, C#, C++, SQL, RESTful WebServices, SoapUI, Object Oriented Design, Spring Framework, Oracle SQL Developer, Linux, Microsoft Office, Windows, OS X, Python, HTML, Microsoft Excel, Microsoft Word, PowerPoint
Education
Macaulay Honors College at The City University of New York 2011 — 2015
Bachelor's Degree, Computer Science
City University of New York-College of Staten Island 2011 — 2015
Bachelor's Degree, Computer Science
International Baccalaureate 2007 — 2011
High School
Curtis High School 2007 — 2011
Patricia Tessier Patricia Tessier's Fidelity Investments Experience 1994 - 1996
Job Director at Markit
Industry Financial Services
Experience
Markit 2012 - Present
Goldman Sachs 1999 - 2012
J.P. Morgan 1996 - 1999
Fidelity Investments 1994 - 1996
J.P. Morgan 1992 - 1994
Shearman & Sterling LLP 1990 - 1992
Skills
Business Development, People Development, Risk Management, Relationship Management, Customer Service, Leadership, Investment Banking, Capital Markets, Fixed Income, Middle Office, Financial Services, Banking
Education
City University of New York 1983 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Markit 2012 - Present
Goldman Sachs 1999 - 2012
J.P. Morgan 1996 - 1999
Fidelity Investments 1994 - 1996
J.P. Morgan 1992 - 1994
Shearman & Sterling LLP 1990 - 1992
Skills
Business Development, People Development, Risk Management, Relationship Management, Customer Service, Leadership, Investment Banking, Capital Markets, Fixed Income, Middle Office, Financial Services, Banking
Education
City University of New York 1983 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Mariola Zubrowski Mariola Zubrowski's Fidelity Investments Experience November 1996 - January 2008
Job Property Tax Macy's
Industry Retail
Experience
Macy's, Inc. January 2008 - Present
Fidelity Investments November 1996 - January 2008
Skills
Tax, Compliance, Valuation, Fixed Assets, Accounting, Financial Analysis, Database Administration, Process Improvement, Retail, Retirement Services, Languages
Education
City University of New York 1990 — 1995
Accounting & Information Systems
Macy's, Inc. January 2008 - Present
Fidelity Investments November 1996 - January 2008
Skills
Tax, Compliance, Valuation, Fixed Assets, Accounting, Financial Analysis, Database Administration, Process Improvement, Retail, Retirement Services, Languages
Education
City University of New York 1990 — 1995
Accounting & Information Systems
Kelly Krummen Kelly Krummen's Fidelity Investments Experience June 2011 - May 2015
Job Software Developer
Industry Financial Services
Experience
Fidelity Investments June 2011 - May 2015
Convergys April 2010 - April 2011
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Project Management, Microsoft Office, ITIL, IT Service Management, Microsoft Excel, Microsoft Word, Disaster Recovery
Education
Cincinnati State Technical and Community College 2011 — 2013
Information Technology
Northern Kentucky University 2004 — 2006
Holy Cross High School 2000 — 2004
Holy Cross High School
Fidelity Investments June 2011 - May 2015
Convergys April 2010 - April 2011
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Project Management, Microsoft Office, ITIL, IT Service Management, Microsoft Excel, Microsoft Word, Disaster Recovery
Education
Cincinnati State Technical and Community College 2011 — 2013
Information Technology
Northern Kentucky University 2004 — 2006
Holy Cross High School 2000 — 2004
Holy Cross High School
Jessica Schadler Jessica Schadler's Fidelity Investments Experience March 2004 - February 2006
Job server at Bonefish Grill
Industry Food & Beverages
Experience
Bonefish Grill January 2011 - Present
IHOP January 2008 - March 2010
Jillians October 2005 - March 2007
Fidelity Investments March 2004 - February 2006
Skills
Computer-savvy, Customer Service, Customer-focused, Multi-tasked, Multicultural, Spanish-speaking, Outcome focused, Service Focused, Team-oriented, Leadership, Organization, Loyal, Management Skills, Customer Experience
Education
Cincinnati State Technical and Community College 2011 — 2013
Associate's degree, Health/Health Care Administration/Management
Gateway Community and Technical College 2005 — 2006
Massage Therapy/Therapeutic Massage
Northern Kentucky University 2002 — 2005
Spanish Business
Bonefish Grill January 2011 - Present
IHOP January 2008 - March 2010
Jillians October 2005 - March 2007
Fidelity Investments March 2004 - February 2006
Skills
Computer-savvy, Customer Service, Customer-focused, Multi-tasked, Multicultural, Spanish-speaking, Outcome focused, Service Focused, Team-oriented, Leadership, Organization, Loyal, Management Skills, Customer Experience
Education
Cincinnati State Technical and Community College 2011 — 2013
Associate's degree, Health/Health Care Administration/Management
Gateway Community and Technical College 2005 — 2006
Massage Therapy/Therapeutic Massage
Northern Kentucky University 2002 — 2005
Spanish Business
Warren Huynh Warren Huynh's Fidelity Investments Experience July 2014 - Present
Job Associate Quality Assurance Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
BNY Mellon - ConvergEx Group November 2012 - December 2012
BNY Mellon - Wealth Management June 2012 - August 2012
BNY Mellon - The Boston Company June 2011 - August 2011
State Street July 2010 - August 2010
Blue Cross Blue Shield of Massachusetts July 2009 - August 2009
Boston Public Schools/Play-on July 2008 - August 2008
Skills
Troubleshooting, Microsoft Office, Bloomberg Terminal, Project Management, SDLC, Selenium, Quality Assurance, Training, Java, Outlook, Access, Testing
Education
Syracuse University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Management & Technology
City University of Hong Kong 2012 — 2012
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
BNY Mellon - ConvergEx Group November 2012 - December 2012
BNY Mellon - Wealth Management June 2012 - August 2012
BNY Mellon - The Boston Company June 2011 - August 2011
State Street July 2010 - August 2010
Blue Cross Blue Shield of Massachusetts July 2009 - August 2009
Boston Public Schools/Play-on July 2008 - August 2008
Skills
Troubleshooting, Microsoft Office, Bloomberg Terminal, Project Management, SDLC, Selenium, Quality Assurance, Training, Java, Outlook, Access, Testing
Education
Syracuse University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Management & Technology
City University of Hong Kong 2012 — 2012
Dennis J. Reid Dennis J. Reid's Fidelity Investments Experience October 2012 - December 2012
Job Sales Operations | Administration | Query Writing & Research | Executive Support & Presentations
Industry Information Technology and Services
Experience
Fidelity Investments October 2012 - December 2012
IBM November 2007 - March 2011
IBM December 1983 - October 2006
IBM December 1996 - March 1999
IBM Credit Corp (ICC) January 1993 - December 1996
IBM 1988 - 1992
IBM 1988 - 1992
IBM 1988 - 1992
Skills
Data Analysis, Sales Support, Mentoring, Sales Operations, Cross-functional Team..., SaaS, Cloud Computing, Sales Management, CRM, Team Leadership, Business Analysis, Customer Service, Analysis, Account Management, Project Planning, Enterprise Software, Channel, Sales Enablement, Solution Selling, Salesforce.com, Business Intelligence, Sales, Project Management, Selling, New Business Development, Professional Services, Marketing, Business Development, Strategy, Pre-sales, Sales Process, Program Management
Education
Franklin Pierce University 1987 — 1989
BS, Marketing & Management
Wright College - City Colleges of Chicago 1977 — 1978
A.A.S., Mid-Management
City University of New York-College of Staten Island 1974 — 1976
AAS, Business Administration
Fidelity Investments October 2012 - December 2012
IBM November 2007 - March 2011
IBM December 1983 - October 2006
IBM December 1996 - March 1999
IBM Credit Corp (ICC) January 1993 - December 1996
IBM 1988 - 1992
IBM 1988 - 1992
IBM 1988 - 1992
Skills
Data Analysis, Sales Support, Mentoring, Sales Operations, Cross-functional Team..., SaaS, Cloud Computing, Sales Management, CRM, Team Leadership, Business Analysis, Customer Service, Analysis, Account Management, Project Planning, Enterprise Software, Channel, Sales Enablement, Solution Selling, Salesforce.com, Business Intelligence, Sales, Project Management, Selling, New Business Development, Professional Services, Marketing, Business Development, Strategy, Pre-sales, Sales Process, Program Management
Education
Franklin Pierce University 1987 — 1989
BS, Marketing & Management
Wright College - City Colleges of Chicago 1977 — 1978
A.A.S., Mid-Management
City University of New York-College of Staten Island 1974 — 1976
AAS, Business Administration
Kevin Gerdes Kevin Gerdes's Fidelity Investments Experience January 2006 - May 2006
Job Financial Services
Industry Financial Services
Experience
Disney Mclane & Associates March 2014 - Present
The Cincinnati April 2005 - Present
Fifth Third Bank February 2013 - March 2014
Lerner Sampson and Rothfuss November 2007 - February 2013
Huntington National Bank July 2006 - November 2007
Fidelity Investments January 2006 - May 2006
Skills
Customer Service, Sales, Banking, Microsoft Office, Financial Analysis, marketing, Account Management
Education
Northern Kentucky University 2005 — 2011
Bachelor's Degree, Business Management
Cincinnati State Technical and Community College 2002 — 2004
Associate's Degree, Financial Managment
Elder High School 1996 — 2000
High school diploma
Disney Mclane & Associates March 2014 - Present
The Cincinnati April 2005 - Present
Fifth Third Bank February 2013 - March 2014
Lerner Sampson and Rothfuss November 2007 - February 2013
Huntington National Bank July 2006 - November 2007
Fidelity Investments January 2006 - May 2006
Skills
Customer Service, Sales, Banking, Microsoft Office, Financial Analysis, marketing, Account Management
Education
Northern Kentucky University 2005 — 2011
Bachelor's Degree, Business Management
Cincinnati State Technical and Community College 2002 — 2004
Associate's Degree, Financial Managment
Elder High School 1996 — 2000
High school diploma
Kathy Bohi Kathy Bohi's Fidelity Investments Experience October 2005 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments October 2005 - May 2010
Fidelity Investments November 1995 - September 2005
Skills
Compliance, Risk Management, Risk Mitigation, Operational Risk, Investment Advisory, Documentation, Banking, Records Management, Customer Relations, Process Improvement, FINRA, Series 6, Series 63, Series 7, Series 9, Series 10, Mutual Funds, Securities, AML, Retirement, Licensing, Financial Planning, Needs Analysis, Gap Analysis, Workflow Analysis
Education
Cincinnati State Technical and Community College 2012 — 2014
Associate's Degree, Business Finance, 3.94
Fidelity Investments October 2005 - May 2010
Fidelity Investments November 1995 - September 2005
Skills
Compliance, Risk Management, Risk Mitigation, Operational Risk, Investment Advisory, Documentation, Banking, Records Management, Customer Relations, Process Improvement, FINRA, Series 6, Series 63, Series 7, Series 9, Series 10, Mutual Funds, Securities, AML, Retirement, Licensing, Financial Planning, Needs Analysis, Gap Analysis, Workflow Analysis
Education
Cincinnati State Technical and Community College 2012 — 2014
Associate's Degree, Business Finance, 3.94
Michael Restivo Michael Restivo's Fidelity Investments Experience June 2014 - Present
Job Brokerage Operations Representative
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Oppenheimer & Co. August 2010 - July 2014
Skills
Customer Support, Organization, Friendly Personality, Teamwork, Team-oriented, Customer Satisfaction, Account Reconciliation, Financial Services, Microsoft Excel, Strategic Planning, Settlement, Trading
Education
City University of New York-College of Staten Island
Bachelor's degree, Business Administration and Management, General
Fidelity Investments June 2014 - Present
Oppenheimer & Co. August 2010 - July 2014
Skills
Customer Support, Organization, Friendly Personality, Teamwork, Team-oriented, Customer Satisfaction, Account Reconciliation, Financial Services, Microsoft Excel, Strategic Planning, Settlement, Trading
Education
City University of New York-College of Staten Island
Bachelor's degree, Business Administration and Management, General
Paul Erskine Paul Erskine's Fidelity Investments Experience May 2013 - March 2015
Job Plan Development Specialist at Simply Money™
Industry Financial Services
Experience
Simply Money™ March 2015 - Present
Fidelity Investments May 2013 - March 2015
Lerner, Sampson & Rothfuss May 2012 - January 2013
Lerner, Sampson & Rothfuss May 2009 - May 2012
Cincinnati State 2004 - 2009
Toys R Us 1999 - 2009
Education
Wilmington College 2010 — 2012
Bachelors of Arts, Business Administration & Accounting
Cincinnati State Technical and Community College 2002 — 2009
Associates in Applied Business, Accounting
Simply Money™ March 2015 - Present
Fidelity Investments May 2013 - March 2015
Lerner, Sampson & Rothfuss May 2012 - January 2013
Lerner, Sampson & Rothfuss May 2009 - May 2012
Cincinnati State 2004 - 2009
Toys R Us 1999 - 2009
Education
Wilmington College 2010 — 2012
Bachelors of Arts, Business Administration & Accounting
Cincinnati State Technical and Community College 2002 — 2009
Associates in Applied Business, Accounting
Kimberly Bradford Kimberly Bradford's Fidelity Investments Experience November 2009 - Present
Job IT Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
Putnam Investments June 2006 - March 2009
Skills
IT Management, IT Strategy, IT Service Management, IT Operations, IT Audit, IT Outsourcing, IT Transformation, IT Solutions
Education
Hunter College 2000 — 2005
Bachelor of Science (BS), Computer Science
Fidelity Investments November 2009 - Present
Putnam Investments June 2006 - March 2009
Skills
IT Management, IT Strategy, IT Service Management, IT Operations, IT Audit, IT Outsourcing, IT Transformation, IT Solutions
Education
Hunter College 2000 — 2005
Bachelor of Science (BS), Computer Science
Bill Chiusano, MBA Bill Chiusano, MBA's Fidelity Investments Experience September 2007 - April 2010
Job Director Change Management at CIT
Industry Financial Services
Experience
CIT March 2015 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2010 - March 2015
Fidelity Investments September 2007 - April 2010
Morgan Stanley August 2000 - September 2007
Pershing January 1997 - August 2000
Skills
Asset Management, Cash Management, Banking, Cash, Internal Controls, Equities, Securities, Risk Management, Mutual Funds, Series 7, Funding, Trading, Financial Services, Treasury Management, Settlement, Trading Systems, Relationship Management, Treasury, Operational Risk, Operational Risk..., Liquidity Management, AML, Liquidity Risk, Portfolio Management, Back Office, Finance, Fixed Income, Hedge Funds, Investment Banking, Financial Risk, Series 63, Derivatives, Alternative Investments, FX Options, Options, Bloomberg, Asset Managment, Due Diligence, Financial Markets, Investments, Payments, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Management and Finance
City University of New York-Brooklyn College 1986 — 1988
BS, Management and Finance
University at Albany, SUNY 1983 — 1986
Economics
Nazareth Regional High School 1979 — 1983
CIT March 2015 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2010 - March 2015
Fidelity Investments September 2007 - April 2010
Morgan Stanley August 2000 - September 2007
Pershing January 1997 - August 2000
Skills
Asset Management, Cash Management, Banking, Cash, Internal Controls, Equities, Securities, Risk Management, Mutual Funds, Series 7, Funding, Trading, Financial Services, Treasury Management, Settlement, Trading Systems, Relationship Management, Treasury, Operational Risk, Operational Risk..., Liquidity Management, AML, Liquidity Risk, Portfolio Management, Back Office, Finance, Fixed Income, Hedge Funds, Investment Banking, Financial Risk, Series 63, Derivatives, Alternative Investments, FX Options, Options, Bloomberg, Asset Managment, Due Diligence, Financial Markets, Investments, Payments, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Management and Finance
City University of New York-Brooklyn College 1986 — 1988
BS, Management and Finance
University at Albany, SUNY 1983 — 1986
Economics
Nazareth Regional High School 1979 — 1983
Alex Truog Alex Truog's Fidelity Investments Experience February 2014 - February 2015
Job Train dispatcher at Bnsf Railway
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway June 2015 - Present
Fidelity Investments February 2014 - February 2015
PetSmart February 2009 - February 2010
Academy Sports + Outdoors December 2006 - July 2007
Skills
Customer Service, Sales, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Data Entry, Public Speaking, Teamwork, Social Media, Event Planning, Research, Outlook, Leadership, Access, Facebook, Team Leadership, Telephone Skills, Retail
Education
University of North Texas 2010 — 2013
BBA, Risk Management and Insurance
Tarrant County College 2009 — 2010
Clarendon College 2007 — 2008
BNSF Railway June 2015 - Present
Fidelity Investments February 2014 - February 2015
PetSmart February 2009 - February 2010
Academy Sports + Outdoors December 2006 - July 2007
Skills
Customer Service, Sales, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Data Entry, Public Speaking, Teamwork, Social Media, Event Planning, Research, Outlook, Leadership, Access, Facebook, Team Leadership, Telephone Skills, Retail
Education
University of North Texas 2010 — 2013
BBA, Risk Management and Insurance
Tarrant County College 2009 — 2010
Clarendon College 2007 — 2008
William Jordan II William Jordan II's Fidelity Investments Experience June 2011 - August 2011
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
ING Insurance / Investment Management June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Boyken/MHR International June 2009 - July 2009
Clayton County Public School System January 2009 - July 2009
Georgia Department of Education September 2008 - June 2009
Skills
Financial Analysis, Financial Modeling, Quantitative Research, Strategy, Portfolio Management, Asset Management, Finance, Investments, Management, Program Management, Training
Education
Clark Atlanta University 2009 — 2013
Bachelor of Arts, Business Administration; International Business and Finance
Wells Fargo Advisors July 2013 - Present
ING Insurance / Investment Management June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Boyken/MHR International June 2009 - July 2009
Clayton County Public School System January 2009 - July 2009
Georgia Department of Education September 2008 - June 2009
Skills
Financial Analysis, Financial Modeling, Quantitative Research, Strategy, Portfolio Management, Asset Management, Finance, Investments, Management, Program Management, Training
Education
Clark Atlanta University 2009 — 2013
Bachelor of Arts, Business Administration; International Business and Finance
Rich Augugliaro Rich Augugliaro's Fidelity Investments Experience March 2000 - Present
Job CFO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2000 - Present
Citibank December 1998 - March 2000
Salomon Brothers January 1989 - December 1998
JT Moran June 1988 - December 1988
Education
Nova Southeastern University 1996 — 1998
MBA, Finance
City University of New York-College of Staten Island 1983 — 1988
BS, Finance
Fidelity Investments March 2000 - Present
Citibank December 1998 - March 2000
Salomon Brothers January 1989 - December 1998
JT Moran June 1988 - December 1988
Education
Nova Southeastern University 1996 — 1998
MBA, Finance
City University of New York-College of Staten Island 1983 — 1988
BS, Finance
Nicole E. Jackson Nicole E. Jackson's Fidelity Investments Experience March 1995 - October 1995
Job Program Manager at EQUITABLE MARKETING LTD
Industry Information Technology and Services
Experience
Monocle Internet Research July 2008 - Present
EQUITABLE MARKETING LTD April 2015 - August 2015
National Positions August 2014 - August 2015
Advance Digital June 2013 - November 2013
BrickHouse Security April 2013 - June 2013
Red Baron Management April 2001 - July 2008
Comverse Network Systems December 1997 - April 2001
PictureTel November 1995 - December 1997
Fidelity Investments March 1995 - October 1995
Intersolv September 1994 - March 1995
Skills
SEM, SEO, Online Marketing, Email Marketing, E-commerce, Website Development, Web Analytics, Software Quality..., Engineering Management, Online Advertising, Project Management, Microsoft Excel, Testing, Photoshop, Blogging, Management, Web Development, HTML, Software Development, Quality Assurance, Integration, Google Analytics, Strategy, PPC, Dreamweaver, Strategic Planning, Google Adwords, Telecommunications, Leadership, Databases, Content Management, Competitive Analysis, Test Automation, Digital Marketing, Analytics, Keyword Research, Social Networking, Test Planning, Agile Methodologies, CRM, Organic Search, Mobile Devices, Marketing, Affiliate Marketing, Web Marketing, Omniture, CMS, Web Content Management, Link Building, SMO
Education
Stanford University
Bachelor of Science, Mathematical and Computational Sciences
UMass Lowell 2012 — 2015
Master's degree, Information Technology (online), 3.9
City University of New York-Hunter College 2011 — 2012
Masters of Education, Vocational Counselor, 3.7
Monocle Internet Research July 2008 - Present
EQUITABLE MARKETING LTD April 2015 - August 2015
National Positions August 2014 - August 2015
Advance Digital June 2013 - November 2013
BrickHouse Security April 2013 - June 2013
Red Baron Management April 2001 - July 2008
Comverse Network Systems December 1997 - April 2001
PictureTel November 1995 - December 1997
Fidelity Investments March 1995 - October 1995
Intersolv September 1994 - March 1995
Skills
SEM, SEO, Online Marketing, Email Marketing, E-commerce, Website Development, Web Analytics, Software Quality..., Engineering Management, Online Advertising, Project Management, Microsoft Excel, Testing, Photoshop, Blogging, Management, Web Development, HTML, Software Development, Quality Assurance, Integration, Google Analytics, Strategy, PPC, Dreamweaver, Strategic Planning, Google Adwords, Telecommunications, Leadership, Databases, Content Management, Competitive Analysis, Test Automation, Digital Marketing, Analytics, Keyword Research, Social Networking, Test Planning, Agile Methodologies, CRM, Organic Search, Mobile Devices, Marketing, Affiliate Marketing, Web Marketing, Omniture, CMS, Web Content Management, Link Building, SMO
Education
Stanford University
Bachelor of Science, Mathematical and Computational Sciences
UMass Lowell 2012 — 2015
Master's degree, Information Technology (online), 3.9
City University of New York-Hunter College 2011 — 2012
Masters of Education, Vocational Counselor, 3.7
James Donohue's Fidelity Investments Experience August 1996 - February 1997
Job Global investment analyst, able to research complex situations, examine alternatives, and devise solutions.
Industry Investment Management
Experience
American Red Cross January 2012 - June 2014
Keyhaven Capital Partners April 2003 - September 2010
AXA Investment Managers Private Equity January 1999 - March 2003
South Street Advisors June 1998 - January 1999
Fidelity Investments August 1996 - February 1997
First Security Bank of Utah June 1994 - June 1996
Skills
Private Equity, Alternative Investments, Hedge Funds, Venture Capital, Fund Of Funds, Due Diligence, Investments, Portfolio Management
Education
University of Utah 1996 — 1998
MBA
Claremont McKenna College 1992 — 1994
Bachelor of Arts (B.A.), History
Pitzer College 1990 — 1992
Bachelor of Arts (B.A.), History
Berkshire School 1987 — 1990
High School
American Red Cross January 2012 - June 2014
Keyhaven Capital Partners April 2003 - September 2010
AXA Investment Managers Private Equity January 1999 - March 2003
South Street Advisors June 1998 - January 1999
Fidelity Investments August 1996 - February 1997
First Security Bank of Utah June 1994 - June 1996
Skills
Private Equity, Alternative Investments, Hedge Funds, Venture Capital, Fund Of Funds, Due Diligence, Investments, Portfolio Management
Education
University of Utah 1996 — 1998
MBA
Claremont McKenna College 1992 — 1994
Bachelor of Arts (B.A.), History
Pitzer College 1990 — 1992
Bachelor of Arts (B.A.), History
Berkshire School 1987 — 1990
High School
Marvin Wurtzel's Fidelity Investments Experience 1995 - 2001
Job Owner, Wurtzel Consulting, Inc. Business Process Management (BPM), Lean Six Sigma Trainer and Consultant
Industry Information Technology and Services
Experience
Wurtzel Consulting, Inc. January 2002 - Present
Wurtzel Consulting, Inc. January 2002 - Present
AT&T 2008 - 2010
Fidelity 1995 - 2001
Fidelity Investments 1995 - 2001
Prime Computer 1980 - 1989
Skills
Six Sigma, Business Management, Telecommunications, TQM, Business Process..., Lean Six Sigma, Management, Business Process Design, Program Management, Consulting, Manufacturing, Process Improvement, Training, Product Development, Business Process..., Black Belt, Cross-functional Team..., Integration, Change Management, Management Consulting, Project Portfolio..., Business Process, PMP, Operational Excellence, Business Transformation, IT Strategy
Education
Northeastern University 1970 — 1973
MSEM, Engineering Management
City University of New York City College 1963 — 1968
BEE, Electrical Engineering
Wurtzel Consulting, Inc. January 2002 - Present
Wurtzel Consulting, Inc. January 2002 - Present
AT&T 2008 - 2010
Fidelity 1995 - 2001
Fidelity Investments 1995 - 2001
Prime Computer 1980 - 1989
Skills
Six Sigma, Business Management, Telecommunications, TQM, Business Process..., Lean Six Sigma, Management, Business Process Design, Program Management, Consulting, Manufacturing, Process Improvement, Training, Product Development, Business Process..., Black Belt, Cross-functional Team..., Integration, Change Management, Management Consulting, Project Portfolio..., Business Process, PMP, Operational Excellence, Business Transformation, IT Strategy
Education
Northeastern University 1970 — 1973
MSEM, Engineering Management
City University of New York City College 1963 — 1968
BEE, Electrical Engineering
Laura Mah's Fidelity Investments Experience September 2012 - January 2014
Job Retired Financial Services Executive
Industry Financial Services
Experience
Sanctuary for Families June 2015 - Present
Fidelity Investments September 2012 - January 2014
Allianz Global Investors January 2010 - September 2012
Allianz Global Investors January 2010 - June 2011
Allianz Global Investors January 2009 - December 2009
Allianz Global Investors August 2000 - December 2008
Alliance Capital Management April 1989 - August 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Business Analysis, Change Management, Compliance, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Hedge Funds, IT Operations Management, Insurance, Investment Management, Investments, Leadership, Legal, Management, Mutual Funds, Operations Management, Portfolio Management, Project Planning, Risk Management, Securities, Strategic Planning, Trading, Valuation, Vendor Management, Wealth Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Accounting
Sanctuary for Families June 2015 - Present
Fidelity Investments September 2012 - January 2014
Allianz Global Investors January 2010 - September 2012
Allianz Global Investors January 2010 - June 2011
Allianz Global Investors January 2009 - December 2009
Allianz Global Investors August 2000 - December 2008
Alliance Capital Management April 1989 - August 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Business Analysis, Change Management, Compliance, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Hedge Funds, IT Operations Management, Insurance, Investment Management, Investments, Leadership, Legal, Management, Mutual Funds, Operations Management, Portfolio Management, Project Planning, Risk Management, Securities, Strategic Planning, Trading, Valuation, Vendor Management, Wealth Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Accounting
Tom Elam's Fidelity Investments Experience May 2006 - November 2011
Job Project Manager New Business at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services November 2011 - Present
Fidelity Investments May 2006 - November 2011
Fidelity Investments April 1999 - May 2006
Skills
Investments, Risk Management, Business Analysis, Life Insurance, Process Improvement, Mutual Funds, Program Management, Insurance, Employee Benefits, Relationship Management, Financial Planners, Financial Analysis, MS Project
Education
Northern Kentucky University 1998 — 2000
Bachelor of Science, Public Administration
Cincinnati State Technical and Community College 1991 — 1993
Associate's degree, Ornamental Horticulture
Transamerica Retirement Services November 2011 - Present
Fidelity Investments May 2006 - November 2011
Fidelity Investments April 1999 - May 2006
Skills
Investments, Risk Management, Business Analysis, Life Insurance, Process Improvement, Mutual Funds, Program Management, Insurance, Employee Benefits, Relationship Management, Financial Planners, Financial Analysis, MS Project
Education
Northern Kentucky University 1998 — 2000
Bachelor of Science, Public Administration
Cincinnati State Technical and Community College 1991 — 1993
Associate's degree, Ornamental Horticulture
Gemma Ferragine's Fidelity Investments Experience 2002 - 2008
Job Systems Analyst IBM HR
Industry Human Resources
Experience
Lee Brothers Tae Kwon Do March 2013 - Present
IBM May 1984 - May 2012
Fidelity Investments 2002 - 2008
Skills
SQL, QMF, Brio, Excel, Outlook, MVS, Knowledge Transfer, DB2/SQL, Brio Query, Lotus Notes, Microsoft Excel, SAS, Data Analysis, ETL, Process Improvement, JCL, DB2, Access, Systems Analysis, SDLC, Toad, Business Analysis, TSO, Requirements Analysis, Requirements Gathering, Oracle, Unix, Software Documentation
Education
Clarion University of Pennsylvania 1977 — 1981
Business Administration and Management, General
Wake Technical Community College 2011 — 2012
Lee Brothers Tae Kwon Do March 2013 - Present
IBM May 1984 - May 2012
Fidelity Investments 2002 - 2008
Skills
SQL, QMF, Brio, Excel, Outlook, MVS, Knowledge Transfer, DB2/SQL, Brio Query, Lotus Notes, Microsoft Excel, SAS, Data Analysis, ETL, Process Improvement, JCL, DB2, Access, Systems Analysis, SDLC, Toad, Business Analysis, TSO, Requirements Analysis, Requirements Gathering, Oracle, Unix, Software Documentation
Education
Clarion University of Pennsylvania 1977 — 1981
Business Administration and Management, General
Wake Technical Community College 2011 — 2012
Rita Ku's Fidelity Investments Experience August 2001 - October 2002
Job
Industry Online Media
Experience
DigitasLBi_US May 2015 - Present
DigitasLBi_US March 2013 - May 2015
Merkley + Partners October 2012 - February 2013
Canoe Ventures January 2010 - May 2012
R/GA April 2008 - January 2010
NBC Universal March 2007 - April 2008
IPG Media March 2006 - January 2007
Zenith Media 2002 - 2004
Fidelity Investments August 2001 - October 2002
Education
City University London 2004 — 2005
MA, International Communication and Development
New York University - Leonard N. Stern School of Business 1997 — 2001
Bachelors of Science, Marketing, International Business
DigitasLBi_US May 2015 - Present
DigitasLBi_US March 2013 - May 2015
Merkley + Partners October 2012 - February 2013
Canoe Ventures January 2010 - May 2012
R/GA April 2008 - January 2010
NBC Universal March 2007 - April 2008
IPG Media March 2006 - January 2007
Zenith Media 2002 - 2004
Fidelity Investments August 2001 - October 2002
Education
City University London 2004 — 2005
MA, International Communication and Development
New York University - Leonard N. Stern School of Business 1997 — 2001
Bachelors of Science, Marketing, International Business
Barry J. White, CAMS's Fidelity Investments Experience October 2007 - September 2009
Job Bank Examiner at Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency June 2014 - Present
Citi September 2009 - June 2014
Fidelity Investments October 2007 - September 2009
Citigroup Inc. April 2004 - October 2007
Citi February 2001 - April 2004
Prudential Douglas Elliman July 1996 - September 2000
Skills
Risk Management, Financial Risk, AML, Banking, Operational Risk, Fraud, Capital Markets, Operational Risk..., Credit, KYC, OFAC, Financial Services, Bank Secrecy Act, Loans, Auditing, Securities, Enterprise Risk..., Due Diligence, FINRA, USA PATRIOT Act, Wealth Management, Anti Money Laundering
Education
August Martin High School
City University of New York City College
BA, Criminal Justice
Office of the Comptroller of the Currency June 2014 - Present
Citi September 2009 - June 2014
Fidelity Investments October 2007 - September 2009
Citigroup Inc. April 2004 - October 2007
Citi February 2001 - April 2004
Prudential Douglas Elliman July 1996 - September 2000
Skills
Risk Management, Financial Risk, AML, Banking, Operational Risk, Fraud, Capital Markets, Operational Risk..., Credit, KYC, OFAC, Financial Services, Bank Secrecy Act, Loans, Auditing, Securities, Enterprise Risk..., Due Diligence, FINRA, USA PATRIOT Act, Wealth Management, Anti Money Laundering
Education
August Martin High School
City University of New York City College
BA, Criminal Justice
SueAnn Fynewever's Fidelity Investments Experience April 1997 - December 2009
Job
Industry Financial Services
Experience
Horizon Community Church September 2012 - Present
Fidelity Investments April 1997 - December 2009
TRW February 1987 - February 1997
Skills
Leadership, Leadership Development, Employee Engagement, Mutual Funds, Succession Planning, Organizational..., Management, Personnel Management, Employee Benefits, Talent Management, Employee Relations, Onboarding, Workforce Planning
Education
Claremont Graduate University
MS & MBA, Org Psychology and MBA
Horizon Community Church September 2012 - Present
Fidelity Investments April 1997 - December 2009
TRW February 1987 - February 1997
Skills
Leadership, Leadership Development, Employee Engagement, Mutual Funds, Succession Planning, Organizational..., Management, Personnel Management, Employee Benefits, Talent Management, Employee Relations, Onboarding, Workforce Planning
Education
Claremont Graduate University
MS & MBA, Org Psychology and MBA
Kim Zeidner's Fidelity Investments Experience August 2000 - October 2006
Job Assistant Vice President at Pershing
Industry Financial Services
Experience
Pershing November 2006 - April 2009
Fidelity Investments August 2000 - October 2006
Bear Stearns June 1991 - July 2000
Education
City University of New York-College of Staten Island 1989 — 2005
Pershing November 2006 - April 2009
Fidelity Investments August 2000 - October 2006
Bear Stearns June 1991 - July 2000
Education
City University of New York-College of Staten Island 1989 — 2005
Lewis Missuk's Fidelity Investments Experience June 2008 - Present
Job Senior Director Central Reconciliation Development & Business Analysis at Fidelity Investments
Industry Banking
Experience
Fidelity Investments June 2008 - Present
Bank of Tokyo-Mitsubishi December 2007 - April 2008
Bank of Tokyo-Mitsubishi April 2001 - December 2007
HSBC Securities Incorporated November 1996 - April 2001
National Securities Clearing Corporation October 1992 - November 1996
Skills
Business Intelligence, Microsoft SQL Server, Enterprise Architecture, Vendor Management, Requirements Gathering, Data Warehousing, Oracle, Business Analysis, Sybase, Unix, Leadership, SOA, DB2, Project Management, Enterprise Software, XML, Data Modeling
Education
City University of New York-Brooklyn College 1975 — 1979
Fidelity Investments June 2008 - Present
Bank of Tokyo-Mitsubishi December 2007 - April 2008
Bank of Tokyo-Mitsubishi April 2001 - December 2007
HSBC Securities Incorporated November 1996 - April 2001
National Securities Clearing Corporation October 1992 - November 1996
Skills
Business Intelligence, Microsoft SQL Server, Enterprise Architecture, Vendor Management, Requirements Gathering, Data Warehousing, Oracle, Business Analysis, Sybase, Unix, Leadership, SOA, DB2, Project Management, Enterprise Software, XML, Data Modeling
Education
City University of New York-Brooklyn College 1975 — 1979
Michael A. Ranieri's Fidelity Investments Experience September 1989 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1989 - Present
Prudential Securities April 1984 - September 1989
IBM March 1983 - March 1984
Skills
Series 7, Process Improvement, Customer Relations, Operations Management, Equities, Customer Service, Risk Management, Series 63, Securities, Trading Systems, Vendor Management, Mutual Funds, Financial Analysis, Banking, Series 24, Options
Education
Saint John's University 1987 — 1990
MBA, Business
City University of New York-College of Staten Island 1979 — 1983
Bachelor's degree, Economics
Fidelity Investments September 1989 - Present
Prudential Securities April 1984 - September 1989
IBM March 1983 - March 1984
Skills
Series 7, Process Improvement, Customer Relations, Operations Management, Equities, Customer Service, Risk Management, Series 63, Securities, Trading Systems, Vendor Management, Mutual Funds, Financial Analysis, Banking, Series 24, Options
Education
Saint John's University 1987 — 1990
MBA, Business
City University of New York-College of Staten Island 1979 — 1983
Bachelor's degree, Economics
Gouthia Ndiaye's Fidelity Investments Experience April 2012 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
CTB Associates August 2008 - April 2012
KPMG November 2007 - March 2008
Skills
Financial Modeling, Investment Banking, Derivatives, Fixed Income, Operational Risk, Risk Management, Financial Risk, Credit, Business Intelligence, Capital Markets, Analysis, Analytics, Banking, Financial Services, Equities
Education
Long Island University, Brooklyn Campus 1999 — 2001
MBA, International Business
City University of New York-College of Staten Island
Fidelity Investments April 2012 - Present
CTB Associates August 2008 - April 2012
KPMG November 2007 - March 2008
Skills
Financial Modeling, Investment Banking, Derivatives, Fixed Income, Operational Risk, Risk Management, Financial Risk, Credit, Business Intelligence, Capital Markets, Analysis, Analytics, Banking, Financial Services, Equities
Education
Long Island University, Brooklyn Campus 1999 — 2001
MBA, International Business
City University of New York-College of Staten Island
William Ferguson,'s Fidelity Investments Experience July 2011 - October 2014
Job Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services October 2014 - Present
Fidelity Investments July 2011 - October 2014
VALIC 2011 - 2011
Charles Schwab May 2008 - November 2010
E*TRADE Financial 2006 - 2008
Fidelity Investments 2001 - 2006
Crestar/Suntrust 1998 - 1999
Skills
Mutual Funds, Risk Management, Performance Management, 401k, Strategic Planning, Business Strategy, Compliance, Performance Improvement, Customer Service, Territory Planning, Customer Relations, Territory Analysis, Recruiting, B2B Marketing, Insurance, Training, Financial Advisory, Series 7, Strategy, Financial Services, Series 63, Retirement Planning, Investments, Wealth Management, Management, Securities, Finance
Education
Geneva College 2001 — 2004
MS, Organizational Leadership
Clarion University of Pennsylvania 1983 — 1988
BS, Management
Alliance High School 1979 — 1983
HD Vest Financial Services October 2014 - Present
Fidelity Investments July 2011 - October 2014
VALIC 2011 - 2011
Charles Schwab May 2008 - November 2010
E*TRADE Financial 2006 - 2008
Fidelity Investments 2001 - 2006
Crestar/Suntrust 1998 - 1999
Skills
Mutual Funds, Risk Management, Performance Management, 401k, Strategic Planning, Business Strategy, Compliance, Performance Improvement, Customer Service, Territory Planning, Customer Relations, Territory Analysis, Recruiting, B2B Marketing, Insurance, Training, Financial Advisory, Series 7, Strategy, Financial Services, Series 63, Retirement Planning, Investments, Wealth Management, Management, Securities, Finance
Education
Geneva College 2001 — 2004
MS, Organizational Leadership
Clarion University of Pennsylvania 1983 — 1988
BS, Management
Alliance High School 1979 — 1983
Lori Mogol's Fidelity Investments Experience February 2012 - December 2012
Job User Experience Designer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2013 - Present
Fidelity Investments February 2012 - December 2012
J.P. Morgan March 2010 - December 2011
Ivy Asset Management January 2006 - December 2009
Bank of America April 2005 - December 2005
Ivy Asset Management February 2004 - March 2005
Deutsche Bank April 1999 - July 2003
Skills
Information Architecture, User Experience, User Interface Design, Heuristic Evaluation, User Interface, Web Design, Wireframes, User Experience Design, User-centered Design, Web Applications, Visual Design, Web Project Management, Business Analysis, Site Maps, Agile Methodologies, Usability, Web Development, JavaScript, Experience Design, Mockups, Interaction Design, Usability Testing, Requirements Analysis, SDLC, Software Project..., Content Strategy, Wire Framing, jQuery, Mobile Applications, Scrum, Visio, Content Management, CMS, CSS
Education
City University of New York-Brooklyn College
TD Ameritrade March 2013 - Present
Fidelity Investments February 2012 - December 2012
J.P. Morgan March 2010 - December 2011
Ivy Asset Management January 2006 - December 2009
Bank of America April 2005 - December 2005
Ivy Asset Management February 2004 - March 2005
Deutsche Bank April 1999 - July 2003
Skills
Information Architecture, User Experience, User Interface Design, Heuristic Evaluation, User Interface, Web Design, Wireframes, User Experience Design, User-centered Design, Web Applications, Visual Design, Web Project Management, Business Analysis, Site Maps, Agile Methodologies, Usability, Web Development, JavaScript, Experience Design, Mockups, Interaction Design, Usability Testing, Requirements Analysis, SDLC, Software Project..., Content Strategy, Wire Framing, jQuery, Mobile Applications, Scrum, Visio, Content Management, CMS, CSS
Education
City University of New York-Brooklyn College
LeRae Barley's Fidelity Investments Experience March 2008 - August 2008
Job Realtor at Huff Realty
Industry Real Estate
Experience
Huff Realty 2015 - Present
Fidelity Investments March 2008 - August 2008
Skills
Real Estate, Marketing, Sales, Financial Services, Mutual Funds, Business Analysis, Customer Service, Investment Properties, Finance, Banking, Mortgage Lending
Education
Cincinnati State Technical and Community College 2009 — 2014
Associate of Arts and Sciences (A.A.S.), Medical Assistant
Huff Realty 2015 - Present
Fidelity Investments March 2008 - August 2008
Skills
Real Estate, Marketing, Sales, Financial Services, Mutual Funds, Business Analysis, Customer Service, Investment Properties, Finance, Banking, Mortgage Lending
Education
Cincinnati State Technical and Community College 2009 — 2014
Associate of Arts and Sciences (A.A.S.), Medical Assistant
Larry Goldberg's Fidelity Investments Experience 1992 - 1994
Job Senior VP Group Director at Signature Bank
Industry Banking
Experience
Signature Bank February 2013 - Present
Citibank June 1994 - Present
Fidelity Investments 1992 - 1994
Skills
Banking, Fixed Income, Credit Risk, Credit, Credit Cards, Retail Banking, Commercial Banking, Investment Banking, Credit Analysis, Portfolio Management, Loans, Strategic Planning, Analysis, Service Excellence, Customer Service, Retirement Planning, Commercial Lending, Debt Management, Recruiting, Coaching, Employee Training, Negotiating Fees, Series 63, Wealth Management, Asset Allocation, Branch Banking, Investment Advisory, Mutual Funds, Financial Advisory, Series 7, Small Business Lending, Securities, Investments, Financial Risk, Financial Services, Bonds, Cash Management, Mortgage Lending, Relationship Management, Lines Of Credit, FINRA, Commercial Mortgages
Education
City University of New York-College of Staten Island 2005 — 2010
Signature Bank February 2013 - Present
Citibank June 1994 - Present
Fidelity Investments 1992 - 1994
Skills
Banking, Fixed Income, Credit Risk, Credit, Credit Cards, Retail Banking, Commercial Banking, Investment Banking, Credit Analysis, Portfolio Management, Loans, Strategic Planning, Analysis, Service Excellence, Customer Service, Retirement Planning, Commercial Lending, Debt Management, Recruiting, Coaching, Employee Training, Negotiating Fees, Series 63, Wealth Management, Asset Allocation, Branch Banking, Investment Advisory, Mutual Funds, Financial Advisory, Series 7, Small Business Lending, Securities, Investments, Financial Risk, Financial Services, Bonds, Cash Management, Mortgage Lending, Relationship Management, Lines Of Credit, FINRA, Commercial Mortgages
Education
City University of New York-College of Staten Island 2005 — 2010
Yvonne Allen-Smith's Fidelity Investments Experience December 1995 - October 2002
Job Administrative Assistant at NPBC
Industry Religious Institutions
Experience
NPBC May 2005 - Present
Episcopal Diocese of Southern Ohio November 2007 - July 2011
Lerner Sampson & Rothfuss May 2004 - May 2007
Fidelity Investments December 1995 - October 2002
Mercantile Stores 1990 - 1995
Education
Thomas More College 2009 — 2011
Bachelors Individualized Studies, Business Management
Thomas More College 2009 — 2011
Associate Business Management, Business Management
Gateway Technical & Community College 2003 — 2005
Associates Business Technology, Business Office Technology
Cincinnati State Technical and Community College 1996 — 2005
Deaf Studies Certification, Orientation to Deafness, American Sign Language
NPBC May 2005 - Present
Episcopal Diocese of Southern Ohio November 2007 - July 2011
Lerner Sampson & Rothfuss May 2004 - May 2007
Fidelity Investments December 1995 - October 2002
Mercantile Stores 1990 - 1995
Education
Thomas More College 2009 — 2011
Bachelors Individualized Studies, Business Management
Thomas More College 2009 — 2011
Associate Business Management, Business Management
Gateway Technical & Community College 2003 — 2005
Associates Business Technology, Business Office Technology
Cincinnati State Technical and Community College 1996 — 2005
Deaf Studies Certification, Orientation to Deafness, American Sign Language
Jeffrey Weller's Fidelity Investments Experience December 2010 - Present
Job Senior Manager, Software Engineering Development
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments June 2007 - December 2010
IBM - Global Business Services August 2005 - June 2007
IBM - Global AMS Delivery February 2004 - August 2005
IBM - Global AMS Delivery 2000 - February 2004
IBM - Global Services 1999 - 2000
Skills
Agile Project Management, Agile & Waterfall..., Software Development..., Web Development, OBIEE, Java Application..., Project Management, Agile Methodologies, Unix, SOA, Requirements Analysis, Java, MS Project, JavaScript, SDLC, OBI, Scrum, DB2, Visio, Testing
Education
Clarion University of Pennsylvania 1995 — 1999
BS, Information Systems
Fidelity Investments December 2010 - Present
Fidelity Investments June 2007 - December 2010
IBM - Global Business Services August 2005 - June 2007
IBM - Global AMS Delivery February 2004 - August 2005
IBM - Global AMS Delivery 2000 - February 2004
IBM - Global Services 1999 - 2000
Skills
Agile Project Management, Agile & Waterfall..., Software Development..., Web Development, OBIEE, Java Application..., Project Management, Agile Methodologies, Unix, SOA, Requirements Analysis, Java, MS Project, JavaScript, SDLC, OBI, Scrum, DB2, Visio, Testing
Education
Clarion University of Pennsylvania 1995 — 1999
BS, Information Systems
Lenny Landau's Fidelity Investments Experience Systems AnalystHogan SystemsOctober 1988 - March 1989
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Systems AnalystHogan SystemsOctober 1988 - March 1989
Shearson Lehman Hutton February 1987 - October 1988
Con Edison 1985 - 1987
Skills
Back Office, Trading, Requirements Gathering, Fixed Income, Trading Systems, Financial Services, Capital Markets, Prime Brokerage, Sybase, Equities, Business Analysis, Management, SDLC, Securities, Electronic Trading, COBOL, Mutual Funds, Derivatives, Options, Reference Data, Series 7, Bloomberg, Corporate Actions
Education
City University of New York-Brooklyn College 1979 — 1985
BS, Computer Information Science
Fidelity Investments Systems AnalystHogan SystemsOctober 1988 - March 1989
Shearson Lehman Hutton February 1987 - October 1988
Con Edison 1985 - 1987
Skills
Back Office, Trading, Requirements Gathering, Fixed Income, Trading Systems, Financial Services, Capital Markets, Prime Brokerage, Sybase, Equities, Business Analysis, Management, SDLC, Securities, Electronic Trading, COBOL, Mutual Funds, Derivatives, Options, Reference Data, Series 7, Bloomberg, Corporate Actions
Education
City University of New York-Brooklyn College 1979 — 1985
BS, Computer Information Science
Rick Pangallo's Fidelity Investments Experience 1993 - February 2006
Job System Architect at The E W Scripps
Industry Broadcast Media
Experience
The E.W. Scripps Company August 2011 - Present
The E. W. Scripps Company February 2006 - August 2011
Fidelity Investments 1993 - February 2006
Entex Information Systems 1991 - 1993
Skills
Active Directory, Disaster Recovery, Windows Server, Servers, VMware, Troubleshooting, Virtualization, Project Management, SDLC, Integration, Enterprise Architecture, Vendor Management, Microsoft SQL Server, Data Center, Linux, SQL, Unix
Education
Cincinnati State Technical and Community College 1990 — 1992
Northern Kentucky University 1989 — 1991
The E.W. Scripps Company August 2011 - Present
The E. W. Scripps Company February 2006 - August 2011
Fidelity Investments 1993 - February 2006
Entex Information Systems 1991 - 1993
Skills
Active Directory, Disaster Recovery, Windows Server, Servers, VMware, Troubleshooting, Virtualization, Project Management, SDLC, Integration, Enterprise Architecture, Vendor Management, Microsoft SQL Server, Data Center, Linux, SQL, Unix
Education
Cincinnati State Technical and Community College 1990 — 1992
Northern Kentucky University 1989 — 1991
Bobbins Irene's Fidelity Investments Experience May 2004 - January 2008
Job Director II Product Management Business Analyst at FINRA
Industry Financial Services
Experience
FINRA January 2008 - Present
Fidelity Investments May 2004 - January 2008
RBC Capital Markets 2003 - 2004
Merrill Lynch 1985 - 2002
Skills
Business Analysis, Vendor Management, Requirements Gathering, Equities, Process Improvement, Financial Services, Requirements Analysis, SDLC, Trading Systems, Software Project..., Electronic Trading
Education
City University of New York-Hunter College 1978 — 1982
BS, Computer Science
FINRA January 2008 - Present
Fidelity Investments May 2004 - January 2008
RBC Capital Markets 2003 - 2004
Merrill Lynch 1985 - 2002
Skills
Business Analysis, Vendor Management, Requirements Gathering, Equities, Process Improvement, Financial Services, Requirements Analysis, SDLC, Trading Systems, Software Project..., Electronic Trading
Education
City University of New York-Hunter College 1978 — 1982
BS, Computer Science
Sam Garza, MBA, PMP's Fidelity Investments Experience November 2011 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Newmarket International 2013 - 2014
Newmarket International 2013 - 2014
Wells Fargo Bank May 2009 - July 2011
Charles Schwab November 1999 - March 2009
Charles Schwab May 2003 - August 2007
MCI Systemhouse January 1998 - November 1998
AT&T February 1996 - November 1997
Seer Technologies 1995 - 1997
IBM 1983 - 1993
Skills
SDLC, Program Management, Business Analysis, PMO, Software Project..., Project Management, MS Project, Vendor Management, PMP, Requirements Analysis, Process Improvement, Cross-functional Team..., Project Portfolio..., Visio, Agile Methodologies, Product Management, Business Requirements, Financial Services, Risk Management, Software Documentation, Software Development, Change Management, User Acceptance Testing, DB2, Mainframe, COBOL
Education
Claremont McKenna College 1975 — 1979
BA, Economics
UCLA Anderson School of Management
MBA, Finance
Fidelity Investments November 2011 - Present
Newmarket International 2013 - 2014
Newmarket International 2013 - 2014
Wells Fargo Bank May 2009 - July 2011
Charles Schwab November 1999 - March 2009
Charles Schwab May 2003 - August 2007
MCI Systemhouse January 1998 - November 1998
AT&T February 1996 - November 1997
Seer Technologies 1995 - 1997
IBM 1983 - 1993
Skills
SDLC, Program Management, Business Analysis, PMO, Software Project..., Project Management, MS Project, Vendor Management, PMP, Requirements Analysis, Process Improvement, Cross-functional Team..., Project Portfolio..., Visio, Agile Methodologies, Product Management, Business Requirements, Financial Services, Risk Management, Software Documentation, Software Development, Change Management, User Acceptance Testing, DB2, Mainframe, COBOL
Education
Claremont McKenna College 1975 — 1979
BA, Economics
UCLA Anderson School of Management
MBA, Finance
Frank Brough's Fidelity Investments Experience February 2009 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2009 - Present
DTCC September 2004 - November 2008
DTCC April 2003 - September 2004
DTCC September 2000 - April 2003
DTCC July 1997 - September 2000
Skills
Corporate Actions, Project Management, Product Management, Management, Six Sigma, Integration, Team Leadership, Analysis, PMP, Process Improvement, Program Management, Financial Services, Mergers & Acquisitions, Business Intelligence, Leadership, Strategy, Vendor Management, Business Strategy, Strategic Planning, Training, Software Project..., Business Analysis, Team Building
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, management
City University of New York-Brooklyn College 1978 — 1982
bachelor of arts, economics
Fidelity Investments February 2009 - Present
DTCC September 2004 - November 2008
DTCC April 2003 - September 2004
DTCC September 2000 - April 2003
DTCC July 1997 - September 2000
Skills
Corporate Actions, Project Management, Product Management, Management, Six Sigma, Integration, Team Leadership, Analysis, PMP, Process Improvement, Program Management, Financial Services, Mergers & Acquisitions, Business Intelligence, Leadership, Strategy, Vendor Management, Business Strategy, Strategic Planning, Training, Software Project..., Business Analysis, Team Building
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, management
City University of New York-Brooklyn College 1978 — 1982
bachelor of arts, economics
Liz Doebereiner's Fidelity Investments Experience October 2014 - Present
Job Brokerage Representative
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
The Home Depot June 2013 - Present
Fidelity Investments July 2014 - October 2014
Scanner Applications February 2006 - June 2014
Wayne Homes January 2004 - September 2004
Mike Ward Landscaping 2002 - 2003
Sinclair Broadcast Group January 2002 - 2002
Euro RSCG EDGE 1999 - 2002
Pacific Coast Foam January 1997 - 1999
Skills
Microsoft Office, Data Analysis, Access
Education
Northern Kentucky University 2010 — 2013
Bachelor of Arts (B.A.)- Public Relations, Public Relations, Advertising, and Applied Communication
Cincinnati State Technical and Community College 2005 — 2009
Management, Marketing
Fidelity Investments October 2014 - Present
The Home Depot June 2013 - Present
Fidelity Investments July 2014 - October 2014
Scanner Applications February 2006 - June 2014
Wayne Homes January 2004 - September 2004
Mike Ward Landscaping 2002 - 2003
Sinclair Broadcast Group January 2002 - 2002
Euro RSCG EDGE 1999 - 2002
Pacific Coast Foam January 1997 - 1999
Skills
Microsoft Office, Data Analysis, Access
Education
Northern Kentucky University 2010 — 2013
Bachelor of Arts (B.A.)- Public Relations, Public Relations, Advertising, and Applied Communication
Cincinnati State Technical and Community College 2005 — 2009
Management, Marketing
Edward Jacob's Fidelity Investments Experience July 2000 - October 2006
Job Customer Service Business Analyst at YMCA Retirement Fund
Industry Nonprofit Organization Management
Experience
YMCA Retirement Fund March 2013 - Present
YMCA Retirement Fund October 2007 - March 2013
YMCA Retirement Fund October 2006 - October 2007
Fidelity Investments July 2000 - October 2006
Brooklyn Public Library 1994 - 1998
Skills
Call Centers, Customer Service, Insurance
Education
City University of New York-Hunter College
YMCA Retirement Fund March 2013 - Present
YMCA Retirement Fund October 2007 - March 2013
YMCA Retirement Fund October 2006 - October 2007
Fidelity Investments July 2000 - October 2006
Brooklyn Public Library 1994 - 1998
Skills
Call Centers, Customer Service, Insurance
Education
City University of New York-Hunter College
Douglas Horner's Fidelity Investments Experience October 2008 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Ameriprise Financial Advisors August 2001 - June 2008
Education
City University of Seattle 1984 — 1987
Associate of Science (A.S.), General Studies
Fidelity Investments October 2008 - Present
Ameriprise Financial Advisors August 2001 - June 2008
Education
City University of Seattle 1984 — 1987
Associate of Science (A.S.), General Studies
Paul A. Cacioppo's Fidelity Investments Experience February 1984 - Present
Job Senior DirectorStrategic Planning & Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1984 - Present
Drexel Burnham Lambert January 1980 - February 1984
Skills
Six Sigma, Strategic Planning, Equities, Fixed Income, Trading Systems, Capital Markets, Options, Securities, Back Office, Corporate Actions, Alternative Investments, Trading, Vendor Management, PMO, Financial Markets
Education
City University of New York-Brooklyn College 1978 — 1982
BA Economics, Macro/Micro Economics, Computer Science Languages, Accounting
Brooklyn Technical High School 1973 — 1977
HS Regents, Electrical & Electronics
Fidelity Investments February 1984 - Present
Drexel Burnham Lambert January 1980 - February 1984
Skills
Six Sigma, Strategic Planning, Equities, Fixed Income, Trading Systems, Capital Markets, Options, Securities, Back Office, Corporate Actions, Alternative Investments, Trading, Vendor Management, PMO, Financial Markets
Education
City University of New York-Brooklyn College 1978 — 1982
BA Economics, Macro/Micro Economics, Computer Science Languages, Accounting
Brooklyn Technical High School 1973 — 1977
HS Regents, Electrical & Electronics
Kimberly Slaton's Fidelity Investments Experience September 2008 - February 2009
Job Account Manager
Industry Financial Services
Experience
Alegeus Technologies August 2009 - Present
Fidelity Investments September 2008 - February 2009
Fidelity Investments May 2007 - September 2008
Fidelity Investments February 2006 - May 2007
Fidelity Investments October 2000 - February 2006
Skills
Project Management, Skilled Relationship..., New Business..., Retirement Plan..., Cross Selling,..., Client Relations Skills, Client Education, Change Management, Customer Support, Employee Benefits, Manage Client..., Mutual Funds, Process Improvement, Product Development, Product Management, Project Coordination, Strategy, Troubleshooting, Customer Service, CRM, Business Planning, Analysis, Account Management, Testing, Business Analysis, Client Relations, Financial Services, Management, New Business Development, Start-ups, Vendor Management
Education
Clark Atlanta University 1990 — 1993
BA, Finance
Clark Atlanta University
BA, Business Administration
Alegeus Technologies August 2009 - Present
Fidelity Investments September 2008 - February 2009
Fidelity Investments May 2007 - September 2008
Fidelity Investments February 2006 - May 2007
Fidelity Investments October 2000 - February 2006
Skills
Project Management, Skilled Relationship..., New Business..., Retirement Plan..., Cross Selling,..., Client Relations Skills, Client Education, Change Management, Customer Support, Employee Benefits, Manage Client..., Mutual Funds, Process Improvement, Product Development, Product Management, Project Coordination, Strategy, Troubleshooting, Customer Service, CRM, Business Planning, Analysis, Account Management, Testing, Business Analysis, Client Relations, Financial Services, Management, New Business Development, Start-ups, Vendor Management
Education
Clark Atlanta University 1990 — 1993
BA, Finance
Clark Atlanta University
BA, Business Administration
Chris Apeland's Fidelity Investments Experience September 2008 - December 2008
Job Defined Benefit Sr Analyst at Xerox HR Solutions, LLC.
Industry Information Technology and Services
Experience
Xerox February 2010 - Present
Hewitt Associates August 2009 - December 2009
Fidelity Investments September 2008 - December 2008
Affiliated Computer Services Inc March 2008 - August 2008
1199 SEIU October 2007 - February 2008
ExcellerateHRO September 2004 - October 2007
SEIU Local 32BJ March 1992 - May 2004
Twenty-Six Realty Associates February 1982 - March 1992
Skills
Employee Relations, Benefits Administration, Employee Benefits, Pensions, Human Resources, Defined Benefit, Payroll, Retirement, Labor Relations, Analysis, Coaching, Applicant Tracking..., Outsourcing, Project Management, CRM, Business Analysis, System Administration, Personnel Management, Vendor Management, HR Consulting, Quality Assurance, Databases, Customer Service, Change Management, Microsoft Excel
Education
City University of New York-College of Staten Island 1980 — 1982
Electrical Engineering
Xerox February 2010 - Present
Hewitt Associates August 2009 - December 2009
Fidelity Investments September 2008 - December 2008
Affiliated Computer Services Inc March 2008 - August 2008
1199 SEIU October 2007 - February 2008
ExcellerateHRO September 2004 - October 2007
SEIU Local 32BJ March 1992 - May 2004
Twenty-Six Realty Associates February 1982 - March 1992
Skills
Employee Relations, Benefits Administration, Employee Benefits, Pensions, Human Resources, Defined Benefit, Payroll, Retirement, Labor Relations, Analysis, Coaching, Applicant Tracking..., Outsourcing, Project Management, CRM, Business Analysis, System Administration, Personnel Management, Vendor Management, HR Consulting, Quality Assurance, Databases, Customer Service, Change Management, Microsoft Excel
Education
City University of New York-College of Staten Island 1980 — 1982
Electrical Engineering
Agyemang Kwesi Abbensetts's Fidelity Investments Experience December 2014 - Present
Job Production Assistant at Fidelity Investments
Industry Music
Experience
Fidelity Investments December 2014 - Present
America's Got Talent July 2014 - Present
America's Got Talent March 2015 - March 2015
Vaughn College of Aeronautics and Technology July 2014 - August 2014
Cambridge Community Television September 2013 - June 2014
Brooklyn College November 2012 - December 2012
Head Make Book Productions January 2011 - July 2011
Brooklyn College Radio October 2010 - December 2010
Skills
Camera Grip, Music Production, Video Editing, Sound Mixing, Film Production, Final Cut Pro, Television
Education
City University of New York-Brooklyn College 2007 — 2012
Bachelor's degree, Television and Radio
Hampton University 2006 — 2007
Fidelity Investments December 2014 - Present
America's Got Talent July 2014 - Present
America's Got Talent March 2015 - March 2015
Vaughn College of Aeronautics and Technology July 2014 - August 2014
Cambridge Community Television September 2013 - June 2014
Brooklyn College November 2012 - December 2012
Head Make Book Productions January 2011 - July 2011
Brooklyn College Radio October 2010 - December 2010
Skills
Camera Grip, Music Production, Video Editing, Sound Mixing, Film Production, Final Cut Pro, Television
Education
City University of New York-Brooklyn College 2007 — 2012
Bachelor's degree, Television and Radio
Hampton University 2006 — 2007
David Samardin's Fidelity Investments Experience 2001 - 2001
Job Equity and Derivatives Compliance; Societe Generale Corporate and Investment Banking SG CIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - Present
Jefferies LLC June 2011 - July 2014
Credit Suisse April 2007 - June 2011
Bank of America October 2003 - March 2007
Merrill Lynch July 2002 - October 2003
Fidelity Investments 2001 - 2001
TD Ameritrade 1996 - 1999
Skills
Options, Equities, Securities, Derivatives, Series 7
Education
City University of New York-College of Staten Island
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - Present
Jefferies LLC June 2011 - July 2014
Credit Suisse April 2007 - June 2011
Bank of America October 2003 - March 2007
Merrill Lynch July 2002 - October 2003
Fidelity Investments 2001 - 2001
TD Ameritrade 1996 - 1999
Skills
Options, Equities, Securities, Derivatives, Series 7
Education
City University of New York-College of Staten Island
Marat Belman's Fidelity Investments Experience May 2010 - Present
Job Director
Industry Computer Software
Experience
Fidelity Investments May 2010 - Present
New York University 2009 - 2011
Cegedim Dendrite March 2009 - August 2010
CompuTool 2009 - 2009
Fidelity Investments 2001 - 2008
Merrill Lynch 1994 - 2000
Skills
SQL, Requirements Analysis, XML, Program Management, SDLC, Agile Methodologies, DB2, Architecture, Project Management, Data Modeling, Business Analysis, Sybase
Education
Brooklyn College 1990 — 1994
Bachelor of Science (B.S.), Computer Science
Fidelity Investments May 2010 - Present
New York University 2009 - 2011
Cegedim Dendrite March 2009 - August 2010
CompuTool 2009 - 2009
Fidelity Investments 2001 - 2008
Merrill Lynch 1994 - 2000
Skills
SQL, Requirements Analysis, XML, Program Management, SDLC, Agile Methodologies, DB2, Architecture, Project Management, Data Modeling, Business Analysis, Sybase
Education
Brooklyn College 1990 — 1994
Bachelor of Science (B.S.), Computer Science
ralph varriale's Fidelity Investments Experience March 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Allstate July 2009 - September 2012
Bank of America March 2001 - February 2009
Skills
Umbrella Insurance, Commercial Insurance, Casualty, Renters, Homeowners, Term Life Insurance, Marine Insurance, General Insurance, Motorcycle, Flood Insurance, Legal Liability, Licensed Life
Education
John Jay College of Criminal Justice 1977 — 1981
Fidelity Investments March 2013 - Present
Allstate July 2009 - September 2012
Bank of America March 2001 - February 2009
Skills
Umbrella Insurance, Commercial Insurance, Casualty, Renters, Homeowners, Term Life Insurance, Marine Insurance, General Insurance, Motorcycle, Flood Insurance, Legal Liability, Licensed Life
Education
John Jay College of Criminal Justice 1977 — 1981
Fay Simonovsky's Fidelity Investments Experience February 1998 - February 1999
Job Business Analyst at Pershing, a BNY Mellon company
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company May 2015 - Present
JPMorgan Chase July 2012 - January 2015
Bank of America Merrill lynch October 2009 - December 2011
UPS June 2007 - April 2009
Citigroup August 2005 - May 2007
JP Morgan Chase March 2001 - January 2005
Salomon Smith Barney May 1999 - February 2001
Fidelity Investments February 1998 - February 1999
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Access, COBOL, CICS, Mainframe, DB2, VSAM, JCL, Data Modeling, Fileaid, IBM Mainframe, QMF, SPUFI, MVS, IBM Utilities, Intertest, Xpediter, Microsoft Project, PowerPoint, SharePoint, HP Quality Center, Agile Methodologies, Data Analysis, Data Migration, Data Mining, Microsoft Excel, MS Excel Pivot Tables, User Acceptance Testing, Requirements Analysis, SQL, Software Documentation, Integration
Education
Chiron Training Center 2009 — 2009
Certificate, Comprehensive Business Analysis
City University of New York-Brooklyn College 1992 — 1994
School of Continuing Studies, Managerial Accounting, Economics, Taxation, Non-Degree Program
Kiev University of Economics 1977 — 1982
B.S. Statistics and Economics, Statistics, Economics, Computer Programming
Pershing, a BNY Mellon company May 2015 - Present
JPMorgan Chase July 2012 - January 2015
Bank of America Merrill lynch October 2009 - December 2011
UPS June 2007 - April 2009
Citigroup August 2005 - May 2007
JP Morgan Chase March 2001 - January 2005
Salomon Smith Barney May 1999 - February 2001
Fidelity Investments February 1998 - February 1999
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Access, COBOL, CICS, Mainframe, DB2, VSAM, JCL, Data Modeling, Fileaid, IBM Mainframe, QMF, SPUFI, MVS, IBM Utilities, Intertest, Xpediter, Microsoft Project, PowerPoint, SharePoint, HP Quality Center, Agile Methodologies, Data Analysis, Data Migration, Data Mining, Microsoft Excel, MS Excel Pivot Tables, User Acceptance Testing, Requirements Analysis, SQL, Software Documentation, Integration
Education
Chiron Training Center 2009 — 2009
Certificate, Comprehensive Business Analysis
City University of New York-Brooklyn College 1992 — 1994
School of Continuing Studies, Managerial Accounting, Economics, Taxation, Non-Degree Program
Kiev University of Economics 1977 — 1982
B.S. Statistics and Economics, Statistics, Economics, Computer Programming
Lenny Longoria's Fidelity Investments Experience October 2012 - August 2015
Job Treasury
Industry Financial Services
Experience
Capital Group August 2015 - Present
Fidelity Investments October 2012 - August 2015
BNY Mellon April 2001 - October 2012
Nomura Securities June 2000 - April 2001
Dreyfus 1998 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Securities, Alternative Investments, Equities, Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Risk Management, Asset Management, Trading Systems, Derivatives, Business Analysis, Financial Reporting, Asset Allocation, Banking, Capital Markets, Corporate Actions, Series 7, Options, Hedge Funds, Mutual Funds, Fund Accounting, Account Reconciliation, Management, Financial Modeling, Finance, Financial Risk, Accounting, Financial Services, Financial Statements, Internal Controls, Microsoft Excel, Valuation, Fund Administration, Financial Accounting, Trading
Education
City University of New York-Brooklyn College 1993 — 1997
Accounting, Accounting
Capital Group August 2015 - Present
Fidelity Investments October 2012 - August 2015
BNY Mellon April 2001 - October 2012
Nomura Securities June 2000 - April 2001
Dreyfus 1998 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Securities, Alternative Investments, Equities, Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Risk Management, Asset Management, Trading Systems, Derivatives, Business Analysis, Financial Reporting, Asset Allocation, Banking, Capital Markets, Corporate Actions, Series 7, Options, Hedge Funds, Mutual Funds, Fund Accounting, Account Reconciliation, Management, Financial Modeling, Finance, Financial Risk, Accounting, Financial Services, Financial Statements, Internal Controls, Microsoft Excel, Valuation, Fund Administration, Financial Accounting, Trading
Education
City University of New York-Brooklyn College 1993 — 1997
Accounting, Accounting
Brian Jolly's Fidelity Investments Experience June 2007 - March 2008
Job Director, Creative & Account Management at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2014 - April 2015
New York Life Retirement Plan Services April 2012 - December 2014
New York Life Retirement Plan Services July 2010 - April 2012
New York Life Retirement Plan Services March 2008 - July 2010
Fidelity Investments June 2007 - March 2008
Fidelity Investments August 2005 - June 2007
Fidelity Investments May 2004 - August 2005
Fidelity Investments June 2002 - May 2004
Skills
401k, Marketing Strategy, Product Marketing, Leadership, Marketing, Training, Operations Management, Financial Services
Education
Clark University 2003 — 2006
MBA, Marketing, Management
Stonehill College 1998 — 2002
BSBA, Management
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2014 - April 2015
New York Life Retirement Plan Services April 2012 - December 2014
New York Life Retirement Plan Services July 2010 - April 2012
New York Life Retirement Plan Services March 2008 - July 2010
Fidelity Investments June 2007 - March 2008
Fidelity Investments August 2005 - June 2007
Fidelity Investments May 2004 - August 2005
Fidelity Investments June 2002 - May 2004
Skills
401k, Marketing Strategy, Product Marketing, Leadership, Marketing, Training, Operations Management, Financial Services
Education
Clark University 2003 — 2006
MBA, Marketing, Management
Stonehill College 1998 — 2002
BSBA, Management
Anthony Di Giovanni's Fidelity Investments Experience January 2000 - August 2004
Job Prime Brokerage Control Associate
Industry Financial Services
Experience
Deutsche Bank January 2014 - Present
Citigroup Global Markets September 2007 - December 2013
Citigroup Global August 2004 - September 2007
Fidelity Investments January 2000 - August 2004
Skills
Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Risk Management, Financial Risk, Prime Brokerage, Valuation, Trading, Equity Derivatives, Analysis, Equities, Credit, Securities, Swaps
Education
Dowling College 2009 — 2011
MBA
City University of New York-Brooklyn College 1995 — 2000
BA, Political Science
Deutsche Bank January 2014 - Present
Citigroup Global Markets September 2007 - December 2013
Citigroup Global August 2004 - September 2007
Fidelity Investments January 2000 - August 2004
Skills
Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Risk Management, Financial Risk, Prime Brokerage, Valuation, Trading, Equity Derivatives, Analysis, Equities, Credit, Securities, Swaps
Education
Dowling College 2009 — 2011
MBA
City University of New York-Brooklyn College 1995 — 2000
BA, Political Science
Michelle (Durham) Hammond's Fidelity Investments Experience June 2007 - July 2008
Job Investigator at US Department of Labor EBSA
Industry Government Administration
Experience
US Department of Labor- EBSA May 2012 - Present
Kentucky Department of Financial Institutions March 2009 - April 2012
Fidelity Investments June 2007 - July 2008
Skills
ERISA, Employee Benefits, Qualified Retirement..., Retirement Benefits, Securities, HIPAA, Defined Benefit, Defined Contribution, Pensions, Mutual Funds, Form 5500, Health Insurance, Affordable Care Act, Benefits Administration, Pension Administration, GBA, Fraud, Risk Management, Legal Research, Legal Writing, Financial Services, Due Diligence, Analysis, Investments, Corporate Governance, ESOP, Pension Funds
Education
Morehead State University 2010 — 2012
MBA, Management
Northern Kentucky University 2004 — 2006
Bachelor, Business Administration
Cincinnati State Technical and Community College 2002 — 2004
AAB, Culinary Arts
US Department of Labor- EBSA May 2012 - Present
Kentucky Department of Financial Institutions March 2009 - April 2012
Fidelity Investments June 2007 - July 2008
Skills
ERISA, Employee Benefits, Qualified Retirement..., Retirement Benefits, Securities, HIPAA, Defined Benefit, Defined Contribution, Pensions, Mutual Funds, Form 5500, Health Insurance, Affordable Care Act, Benefits Administration, Pension Administration, GBA, Fraud, Risk Management, Legal Research, Legal Writing, Financial Services, Due Diligence, Analysis, Investments, Corporate Governance, ESOP, Pension Funds
Education
Morehead State University 2010 — 2012
MBA, Management
Northern Kentucky University 2004 — 2006
Bachelor, Business Administration
Cincinnati State Technical and Community College 2002 — 2004
AAB, Culinary Arts
Parker Beebe's Fidelity Investments Experience March 2008 - March 2009
Job Supervisor, Applications Engineering Systems at Intelligrated
Industry Design
Experience
Intelligrated October 2014 - Present
Intelligrated May 2011 - October 2014
AHS, Inc. March 2010 - May 2011
Graphic Arts Innovations March 2009 - March 2010
Fidelity Investments March 2008 - March 2009
AHS, Inc. January 2003 - March 2008
Skills
Automation, Material Handling, Software Development, Robotics, Engineering, Manufacturing, Industrial Engineering, Engineering Management, Lean Manufacturing, Continuous Improvement, PLC, Supply Chain Management, Process Engineering, Six Sigma
Education
University of Cincinnati 2003 — 2005
BS, Mechanical Engineering
Cincinnati State Technical and Community College 2001 — 2003
AS, Mechanical Engineering Technology
Intelligrated October 2014 - Present
Intelligrated May 2011 - October 2014
AHS, Inc. March 2010 - May 2011
Graphic Arts Innovations March 2009 - March 2010
Fidelity Investments March 2008 - March 2009
AHS, Inc. January 2003 - March 2008
Skills
Automation, Material Handling, Software Development, Robotics, Engineering, Manufacturing, Industrial Engineering, Engineering Management, Lean Manufacturing, Continuous Improvement, PLC, Supply Chain Management, Process Engineering, Six Sigma
Education
University of Cincinnati 2003 — 2005
BS, Mechanical Engineering
Cincinnati State Technical and Community College 2001 — 2003
AS, Mechanical Engineering Technology
Susan Despot's Fidelity Investments Experience June 2007 - November 2007
Job National Accounts Coordinator at Divisions Maintenance Group
Industry Facilities Services
Experience
Divisions Maintenance Group June 2012 - Present
The Mergis Group July 2010 - June 2012
The Buckle December 2007 - July 2010
Fidelity Investments June 2007 - November 2007
Skills
Full-cycle Recruiting, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Time Management, Employee Benefits, SDLC, Accounting, Interview Preparation, Management, Forecasting, Financial Reporting
Education
Clarion University of Pennsylvania 2002 — 2006
Bachelor in B.A, Marketing/Management
Divisions Maintenance Group June 2012 - Present
The Mergis Group July 2010 - June 2012
The Buckle December 2007 - July 2010
Fidelity Investments June 2007 - November 2007
Skills
Full-cycle Recruiting, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Time Management, Employee Benefits, SDLC, Accounting, Interview Preparation, Management, Forecasting, Financial Reporting
Education
Clarion University of Pennsylvania 2002 — 2006
Bachelor in B.A, Marketing/Management
Duane A. Broadus's Fidelity Investments Experience April 2011 - May 2011
Job Administrative Professional & Facilities Specialist
Industry Facilities Services
Experience
Related Management May 2008 - Present
Fidelity Investments April 2011 - May 2011
McLaughlin & Stern, LLP November 2010 - February 2011
KKR July 2008 - October 2009
Taube Management September 2007 - December 2007
Concept 1 Accessories August 2006 - January 2007
Hughes Hubbard & Reed LLP September 2005 - February 2006
Education
Kaplan University School of Information Technology 2010 — 2011
AAS, Information Technology
City University of New York-John Jay College of Criminal Justice 2000 — 2008
BA, Legal Studies
Midwood High School @ Brooklyn College 1996 — 2000
HS Diploma, Collegiate
Related Management May 2008 - Present
Fidelity Investments April 2011 - May 2011
McLaughlin & Stern, LLP November 2010 - February 2011
KKR July 2008 - October 2009
Taube Management September 2007 - December 2007
Concept 1 Accessories August 2006 - January 2007
Hughes Hubbard & Reed LLP September 2005 - February 2006
Education
Kaplan University School of Information Technology 2010 — 2011
AAS, Information Technology
City University of New York-John Jay College of Criminal Justice 2000 — 2008
BA, Legal Studies
Midwood High School @ Brooklyn College 1996 — 2000
HS Diploma, Collegiate
Kevin Lyssyak's Fidelity Investments Experience June 2013 - December 2013
Job Vice President Business Analyst at Citi
Industry Banking
Experience
Citigroup December 2013 - Present
Fidelity Investments June 2013 - December 2013
Sapient Global Markets November 2011 - December 2013
Citi 2011 - 2012
CACEIS December 2010 - December 2011
HBMJ Consulting July 2008 - December 2010
Skills
Advent Geneva, Microsoft Office, Bloomberg, Derivatives, Trading Systems, Alternative Investments, Hedge Funds, Fixed Income, Microsoft Excel, Financial Services, Asset Management, Business Analysis, Risk Management, Portfolio Management, Equities, Requirements Gathering, Market Data, Capital Markets, Investment Banking, Middle Office, Financial Markets, Fund Accounting, Back Office, Securities, Fund Administration, Bloomberg Terminal, Financial Analysis, Requirements Analysis, Reference Data, Credit Derivatives, Options, Prime Brokerage, SDLC, Project Management
Education
Baruch College (City University of New York) 2005 — 2008
BBA, Finance
Hunter College 2003 — 2005
Economics
Citigroup December 2013 - Present
Fidelity Investments June 2013 - December 2013
Sapient Global Markets November 2011 - December 2013
Citi 2011 - 2012
CACEIS December 2010 - December 2011
HBMJ Consulting July 2008 - December 2010
Skills
Advent Geneva, Microsoft Office, Bloomberg, Derivatives, Trading Systems, Alternative Investments, Hedge Funds, Fixed Income, Microsoft Excel, Financial Services, Asset Management, Business Analysis, Risk Management, Portfolio Management, Equities, Requirements Gathering, Market Data, Capital Markets, Investment Banking, Middle Office, Financial Markets, Fund Accounting, Back Office, Securities, Fund Administration, Bloomberg Terminal, Financial Analysis, Requirements Analysis, Reference Data, Credit Derivatives, Options, Prime Brokerage, SDLC, Project Management
Education
Baruch College (City University of New York) 2005 — 2008
BBA, Finance
Hunter College 2003 — 2005
Economics
Sergei Oganov's Fidelity Investments Experience September 2005 - August 2006
Job Experienced Finance and Strategy Executive
Industry Investment Banking
Experience
Goldman Sachs March 2014 - Present
Goldman Sachs March 2011 - March 2014
Goldman Sachs December 2009 - March 2011
Goldman Sachs January 2007 - December 2009
Goldman Sachs August 2006 - January 2007
Fidelity Investments September 2005 - August 2006
Fidelity Investments August 2001 - September 2005
Skills
Risk Management, Process Engineering, Process Improvement, Operational Efficiency, Efficiency Improvement, Project Planning, Problem Solving, Process Flow, Foreign Exchange..., Risk Assessment, Cost Reduction, People Management, Budgeting, Business Management, Process Migration, Presentation Preparation, CLS, Excel, PowerPoint, Access, SWIFT, Clearing, Regulatory Analysis, Financial Regulation, Operational Risk..., Capacity Modeling, MBA, Russian, Streamlining Operations, Headcount, Budget Oversight, Budget Preparation, Budget Management, Derivatives, SWIFT payments, Equities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration
Brooklyn College 1997 — 2001
Bachelor of Science Degree in Business Management and Finance
Goldman Sachs March 2014 - Present
Goldman Sachs March 2011 - March 2014
Goldman Sachs December 2009 - March 2011
Goldman Sachs January 2007 - December 2009
Goldman Sachs August 2006 - January 2007
Fidelity Investments September 2005 - August 2006
Fidelity Investments August 2001 - September 2005
Skills
Risk Management, Process Engineering, Process Improvement, Operational Efficiency, Efficiency Improvement, Project Planning, Problem Solving, Process Flow, Foreign Exchange..., Risk Assessment, Cost Reduction, People Management, Budgeting, Business Management, Process Migration, Presentation Preparation, CLS, Excel, PowerPoint, Access, SWIFT, Clearing, Regulatory Analysis, Financial Regulation, Operational Risk..., Capacity Modeling, MBA, Russian, Streamlining Operations, Headcount, Budget Oversight, Budget Preparation, Budget Management, Derivatives, SWIFT payments, Equities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration
Brooklyn College 1997 — 2001
Bachelor of Science Degree in Business Management and Finance
theresa fillisetti's Fidelity Investments Experience January 1996 - February 2000
Job adminstrative asst,
Industry Education Management
Experience
coopersquare realty February 2013 - Present
tendercare pre school March 1999 - Present
Fidelity Investments January 1996 - February 2000
painewbber January 1983 - January 1996
Education
City University of New York-Brooklyn College 1981 — 1982
none, liberal arts
edwar r murrow high school 1977 — 1981
regents diploma
coopersquare realty February 2013 - Present
tendercare pre school March 1999 - Present
Fidelity Investments January 1996 - February 2000
painewbber January 1983 - January 1996
Education
City University of New York-Brooklyn College 1981 — 1982
none, liberal arts
edwar r murrow high school 1977 — 1981
regents diploma
Kristopher Schwarte's Fidelity Investments Experience February 2008 - August 2015
Job Retirement Solutions at Fidelity Investments
Industry Financial Services
Experience
Allstate August 2015 - Present
Fidelity Investments February 2008 - August 2015
Fifth Third Bank February 2007 - February 2008
Skills
Finance, Customer Service, Microsoft Office, Process Improvement, Sales, Team Building
Education
Cincinnati State Technical and Community College
Associates of Applied Business, Marketing Management
Allstate August 2015 - Present
Fidelity Investments February 2008 - August 2015
Fifth Third Bank February 2007 - February 2008
Skills
Finance, Customer Service, Microsoft Office, Process Improvement, Sales, Team Building
Education
Cincinnati State Technical and Community College
Associates of Applied Business, Marketing Management
Lauren DiDonato's Fidelity Investments Experience June 2008 - April 2012
Job Sales Assistant at BofaML
Industry Financial Services
Experience
Bank of America April 2012 - Present
Fidelity Investments June 2008 - April 2012
Bear Stearns September 2004 - October 2007
Skills
Client Experience, Operations, Reconciliation, Account Reconciliation, Payments, Finance, Administration, Expenses, Fixed Income, Bloomberg
Education
Brooklyn College
BA, Psychology
Bank of America April 2012 - Present
Fidelity Investments June 2008 - April 2012
Bear Stearns September 2004 - October 2007
Skills
Client Experience, Operations, Reconciliation, Account Reconciliation, Payments, Finance, Administration, Expenses, Fixed Income, Bloomberg
Education
Brooklyn College
BA, Psychology
David P. Beston's Fidelity Investments Experience December 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
JPMorgan Chase February 2008 - November 2012
United States Marine Corps 2004 - 2010
Morgan Stanley March 2007 - February 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 65, FINRA Series 9, FINRA Series 10, FINRA Series 53, FINRA Series 63
Education
Hunter College
Bachelor of Arts
Fidelity Investments December 2012 - Present
JPMorgan Chase February 2008 - November 2012
United States Marine Corps 2004 - 2010
Morgan Stanley March 2007 - February 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 65, FINRA Series 9, FINRA Series 10, FINRA Series 53, FINRA Series 63
Education
Hunter College
Bachelor of Arts
Ratna Akula's Fidelity Investments Experience May 2012 - August 2012
Job Associate Tech Lead at Tech Mahindra
Industry Computer Software
Experience
Tech Mahindra March 2015 - Present
Tata Consultancy Services June 2013 - February 2015
Fidelity Investments May 2012 - August 2012
NKU May 2011 - October 2011
U.S. Bank October 2003 - February 2011
DHL January 2000 - July 2003
Skills
MySQL, Oracle SQL, Java, Visual Basic, PHP, SQL, Eclipse
Education
Northern Kentucky University 2012 — 2015
Masters degree, Computer Technology/Computer Systems Technology, 3.606
Northern Kentucky University 2010 — 2012
Bachelors of Science, Computer Information Technology, 3.63
Cincinnati State Technical and Community College 2007 — 2010
Associate's degree, Computer Information Systems
Tech Mahindra March 2015 - Present
Tata Consultancy Services June 2013 - February 2015
Fidelity Investments May 2012 - August 2012
NKU May 2011 - October 2011
U.S. Bank October 2003 - February 2011
DHL January 2000 - July 2003
Skills
MySQL, Oracle SQL, Java, Visual Basic, PHP, SQL, Eclipse
Education
Northern Kentucky University 2012 — 2015
Masters degree, Computer Technology/Computer Systems Technology, 3.606
Northern Kentucky University 2010 — 2012
Bachelors of Science, Computer Information Technology, 3.63
Cincinnati State Technical and Community College 2007 — 2010
Associate's degree, Computer Information Systems
Mindy Doktor's Fidelity Investments Experience September 2007 - Present
Job Sr. Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Howard J. Rubenstein August 1987 - March 1990
Education
Brooklyn College
Bachelor's degree, English Language and Literature, General
Fidelity Investments September 2007 - Present
Howard J. Rubenstein August 1987 - March 1990
Education
Brooklyn College
Bachelor's degree, English Language and Literature, General
Simon Martinez Jr.'s Fidelity Investments Experience September 2011 - March 2013
Job Bank Examiner at Federal Reserve Bank of Dallas
Industry Financial Services
Experience
Federal Reserve Bank of Dallas March 2013 - Present
Fidelity Investments September 2011 - March 2013
TD Ameritrade June 2009 - August 2011
Edward Jones May 2008 - May 2009
Skills
Bilingual..., Investment Strategies, Investment Advisory, Finance, Portfolio Management, Trading, Investments, Mutual Funds, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Financial Advisory, Fixed Income, Equities, Asset Allocation, Asset Management, Capital Markets, Alternative Investments, Options, ETFs, Uniform Combined State..., Financial Services, FINRA, Investment Management, Bloomberg, Bonds, Derivatives, Financial Markets, Investment Banking, Series 6, Series 65, Strategic Financial..., Wealth Management..., Equity Research, Financial Planners, IRAs, Equity Valuation, Private Banking, Financial Planning, Series 24
Education
Hardin-Simmons University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics/Finance
Cisco College 2003 — 2005
Texas State Technical College-West Texas 2002 — 2003
Associate's degree, Automobile/Automotive Mechanics Technology/Technician
Federal Reserve Bank of Dallas March 2013 - Present
Fidelity Investments September 2011 - March 2013
TD Ameritrade June 2009 - August 2011
Edward Jones May 2008 - May 2009
Skills
Bilingual..., Investment Strategies, Investment Advisory, Finance, Portfolio Management, Trading, Investments, Mutual Funds, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Financial Advisory, Fixed Income, Equities, Asset Allocation, Asset Management, Capital Markets, Alternative Investments, Options, ETFs, Uniform Combined State..., Financial Services, FINRA, Investment Management, Bloomberg, Bonds, Derivatives, Financial Markets, Investment Banking, Series 6, Series 65, Strategic Financial..., Wealth Management..., Equity Research, Financial Planners, IRAs, Equity Valuation, Private Banking, Financial Planning, Series 24
Education
Hardin-Simmons University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics/Finance
Cisco College 2003 — 2005
Texas State Technical College-West Texas 2002 — 2003
Associate's degree, Automobile/Automotive Mechanics Technology/Technician
Stephen J. Addison's Fidelity Investments Experience 2006 - 2009
Job Desktop Support Technician
Industry Information Technology and Services
Experience
iGATE June 2011 - November 2013
Fidelity Investments 2006 - 2009
Skills
Cabling, Networking, Computer Hardware, Network Administration, Customer Service, Computer Repair, Active Directory, Windows 7
Education
Milford High School 1995 — 1998
High School Diploma, General
Cincinnati State Technical and Community College
Associate's degree, Computer Science
iGATE June 2011 - November 2013
Fidelity Investments 2006 - 2009
Skills
Cabling, Networking, Computer Hardware, Network Administration, Customer Service, Computer Repair, Active Directory, Windows 7
Education
Milford High School 1995 — 1998
High School Diploma, General
Cincinnati State Technical and Community College
Associate's degree, Computer Science
Jason Lobato's Fidelity Investments Experience August 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Global Arena Capital Corp. November 2013 - May 2014
Reebok Sports Club/NY March 2008 - November 2013
MacKenzie Partners August 2013 - September 2013
Laidlaw & Company September 2012 - December 2012
Brown Harris & Stevens May 2010 - August 2010
SEIU Local 328J June 2007 - August 2007
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Private Equity, Asset Management, Bloomberg Terminal, Microsoft Office, Series 7, Series 63, Fixed Income, Sales, Asset Allocation, Retirement Planning
Education
Hunter College 2008 — 2013
Bachelor of Arts (B.A.), Economics
Fidelity Investments August 2014 - Present
Global Arena Capital Corp. November 2013 - May 2014
Reebok Sports Club/NY March 2008 - November 2013
MacKenzie Partners August 2013 - September 2013
Laidlaw & Company September 2012 - December 2012
Brown Harris & Stevens May 2010 - August 2010
SEIU Local 328J June 2007 - August 2007
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Private Equity, Asset Management, Bloomberg Terminal, Microsoft Office, Series 7, Series 63, Fixed Income, Sales, Asset Allocation, Retirement Planning
Education
Hunter College 2008 — 2013
Bachelor of Arts (B.A.), Economics
Ray Valerio's Fidelity Investments Experience July 2014 - Present
Job Financial Representative – Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
ING January 2014 - June 2014
PHH Corporation April 2013 - October 2013
Affinia Hotels November 2011 - April 2013
Ridgewood Savings Bank July 2008 - September 2010
Skills
Bilingual-English/Spanis..., Project Management, New Client Development, Sales & Marketing, Team Building, Customer Needs..., Consultative Sales..., Customer Retention, Presentation Expertise
Education
City University of New York-College of Staten Island
Fidelity Investments July 2014 - Present
ING January 2014 - June 2014
PHH Corporation April 2013 - October 2013
Affinia Hotels November 2011 - April 2013
Ridgewood Savings Bank July 2008 - September 2010
Skills
Bilingual-English/Spanis..., Project Management, New Client Development, Sales & Marketing, Team Building, Customer Needs..., Consultative Sales..., Customer Retention, Presentation Expertise
Education
City University of New York-College of Staten Island
Laurie Carter's Fidelity Investments Experience January 2008 - Present
Job Senior Defined Benefit Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Aon Hewitt 2002 - 2008
Aon Hewitt 1988 - 2002
Washington National Insurance Company 1986 - 1988
Skills
Software Project..., Actuarial Science, Pensions, Defined Benefit, Agile Methodologies, Employee Benefits, Requirements Gathering, SQL, Business Requirements, Retirement
Education
Clarion University of Pennsylvania 1982 — 1986
Bachelor of Science (B.S.), Mathematics
Fidelity Investments January 2008 - Present
Aon Hewitt 2002 - 2008
Aon Hewitt 1988 - 2002
Washington National Insurance Company 1986 - 1988
Skills
Software Project..., Actuarial Science, Pensions, Defined Benefit, Agile Methodologies, Employee Benefits, Requirements Gathering, SQL, Business Requirements, Retirement
Education
Clarion University of Pennsylvania 1982 — 1986
Bachelor of Science (B.S.), Mathematics
Don Romani's Fidelity Investments Experience November 1997 - Present
Job Worklead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1997 - Present
Xerox Corp. February 1982 - November 1997
Arrow Blue Co. September 1973 - February 1982
Skills
PC formatt, Xerox digital color..., Xerox digital black and..., Multilith printers, supervisory skills, print troubleshooting, Customer Service
Education
Cincinnati State Technical and Community College 1973 — 1975
Associates Degree, Graphic Communications
Deer Park High School 1969 — 1973
college prep
Fidelity Investments November 1997 - Present
Xerox Corp. February 1982 - November 1997
Arrow Blue Co. September 1973 - February 1982
Skills
PC formatt, Xerox digital color..., Xerox digital black and..., Multilith printers, supervisory skills, print troubleshooting, Customer Service
Education
Cincinnati State Technical and Community College 1973 — 1975
Associates Degree, Graphic Communications
Deer Park High School 1969 — 1973
college prep
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank