Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Kelly RothKugel Kelly RothKugel's Fidelity Investments Experience May 1999 - May 2000
Job Technical Project Manager / Program Manager
Industry Computer Software
Experience
CompuCom January 2011 - July 2011
CompuCom January 2010 - May 2010
Microsoft May 2008 - November 2009
CompuCom March 2007 - March 2008
Microsoft May 2003 - March 2007
Microsoft February 2001 - April 2003
Fidelity Investments May 1999 - May 2000
Fidelity Investments April 1998 - April 1999
Fidelity Investments July 1996 - March 1998
Fidelity Investments March 1995 - July 1996
Skills
Software Development..., Program Management, Microsoft SQL Server, SDLC, Microsoft Office..., Agile Methodologies, Software Development, Project Management, SQL, Business Analysis, Software Project..., SharePoint, Testing
Education
Nichols College 1997 — 2001
Master of Business Administration (MBA)
Clark University 1988 — 1991
Bachelor of Arts (BA), Applied Economics
CompuCom January 2011 - July 2011
CompuCom January 2010 - May 2010
Microsoft May 2008 - November 2009
CompuCom March 2007 - March 2008
Microsoft May 2003 - March 2007
Microsoft February 2001 - April 2003
Fidelity Investments May 1999 - May 2000
Fidelity Investments April 1998 - April 1999
Fidelity Investments July 1996 - March 1998
Fidelity Investments March 1995 - July 1996
Skills
Software Development..., Program Management, Microsoft SQL Server, SDLC, Microsoft Office..., Agile Methodologies, Software Development, Project Management, SQL, Business Analysis, Software Project..., SharePoint, Testing
Education
Nichols College 1997 — 2001
Master of Business Administration (MBA)
Clark University 1988 — 1991
Bachelor of Arts (BA), Applied Economics
Kristin Wessels Kristin Wessels's Fidelity Investments Experience March 2014 - Present
Job Director, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Prudential Retirement April 2008 - March 2014
Prudential Retirement May 2006 - April 2008
Prudential Retirement September 2004 - May 2006
American Trust & Savings Bank August 2003 - February 2005
Skills
Retirement Savings, Relationship Management, Client Relations Skills, 401k, Advisor Relationships, Retirement, Financial Services, Investments, Defined Benefit, Defined Contribution, Financial Advisory, Insurance, Mutual Funds, Retirement Planning, Pensions, Risk Management
Education
Clarke University 2007 — 2010
BA Business Management/Marketing
Fidelity Investments March 2014 - Present
Prudential Retirement April 2008 - March 2014
Prudential Retirement May 2006 - April 2008
Prudential Retirement September 2004 - May 2006
American Trust & Savings Bank August 2003 - February 2005
Skills
Retirement Savings, Relationship Management, Client Relations Skills, 401k, Advisor Relationships, Retirement, Financial Services, Investments, Defined Benefit, Defined Contribution, Financial Advisory, Insurance, Mutual Funds, Retirement Planning, Pensions, Risk Management
Education
Clarke University 2007 — 2010
BA Business Management/Marketing
Sandy Kupcho, CPA Sandy Kupcho, CPA's Fidelity Investments Experience August 2003 - July 2005
Job
Industry Accounting
Experience
Granite State College February 2014 - Present
Southern New Hampshire University January 2013 - Present
Mount Washington College July 2007 - December 2014
MELANSON HEATH & CO August 2005 - May 2007
Fidelity Investments August 2003 - July 2005
Skills
Accounting, Auditing, Accounts Receivable, Financial Statements, GAAP, Accounts Payable, Customer Service, Human Resources, Financial Accounting, Microsoft Excel, Nonprofits, Inventory Management, QuickBooks, Time Management, Financial Audits, Tax, Management, Program Management
Education
Clark University 2001 — 2005
MBA, Accounting
University of New Hampshire
Bachelor of Arts, Political Science
Granite State College February 2014 - Present
Southern New Hampshire University January 2013 - Present
Mount Washington College July 2007 - December 2014
MELANSON HEATH & CO August 2005 - May 2007
Fidelity Investments August 2003 - July 2005
Skills
Accounting, Auditing, Accounts Receivable, Financial Statements, GAAP, Accounts Payable, Customer Service, Human Resources, Financial Accounting, Microsoft Excel, Nonprofits, Inventory Management, QuickBooks, Time Management, Financial Audits, Tax, Management, Program Management
Education
Clark University 2001 — 2005
MBA, Accounting
University of New Hampshire
Bachelor of Arts, Political Science
Geffrey Theriault Geffrey Theriault's Fidelity Investments Experience October 2000 - December 2011
Job Currently seeking new opportunities
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts January 2015 - March 2015
Bay State College June 2014 - November 2014
Partners HealthCare August 2013 - October 2013
Citizens Bank April 2012 - March 2013
Fidelity Investments October 2000 - December 2011
Fidelity Investments 1999 - 2000
Fidelity Investments 1995 - 1999
Lotus Development 1994 - 1995
Dun & Bradstreet 1993 - 1994
ITT Sheraton 1990 - 1993
Skills
Production Support, Troubleshooting, Customer Support, Disaster Recovery, Servers, Unix, Data Center, Databases, Active Directory, Windows Server, Security, Websphere, Integration, Operating Systems, SQL, Solaris, Microsoft SQL Server, Mainframe, AIX, SharePoint, Application Support, Systems Analysis, Windows, Oracle SQL, SQL Server, MS Office Suite, Epicor, FTP, Mac OS X, Data Security, OS/MVS/XA, Problem Solving, LAN/WAN, Exceed, Windows 7, XP, Control-M, Ascent Capture, IBM Content Manager, Vendor Management, HP Quality Center, Maximo, Putty, Process Improvement, Enterprise Software, Windows 8.1, Agile Methodologies, Business Analysis, Project Management, SDLC
Education
Clark University 1998 — 1998
Certificate, Microsoft Windows NT Administration Certificate Program
Quincy High School/Quincy Vocational Technical School 1974 — 1978
Diploma, Academics/Culinary Arts
Blue Cross Blue Shield of Massachusetts January 2015 - March 2015
Bay State College June 2014 - November 2014
Partners HealthCare August 2013 - October 2013
Citizens Bank April 2012 - March 2013
Fidelity Investments October 2000 - December 2011
Fidelity Investments 1999 - 2000
Fidelity Investments 1995 - 1999
Lotus Development 1994 - 1995
Dun & Bradstreet 1993 - 1994
ITT Sheraton 1990 - 1993
Skills
Production Support, Troubleshooting, Customer Support, Disaster Recovery, Servers, Unix, Data Center, Databases, Active Directory, Windows Server, Security, Websphere, Integration, Operating Systems, SQL, Solaris, Microsoft SQL Server, Mainframe, AIX, SharePoint, Application Support, Systems Analysis, Windows, Oracle SQL, SQL Server, MS Office Suite, Epicor, FTP, Mac OS X, Data Security, OS/MVS/XA, Problem Solving, LAN/WAN, Exceed, Windows 7, XP, Control-M, Ascent Capture, IBM Content Manager, Vendor Management, HP Quality Center, Maximo, Putty, Process Improvement, Enterprise Software, Windows 8.1, Agile Methodologies, Business Analysis, Project Management, SDLC
Education
Clark University 1998 — 1998
Certificate, Microsoft Windows NT Administration Certificate Program
Quincy High School/Quincy Vocational Technical School 1974 — 1978
Diploma, Academics/Culinary Arts
Sean Beyer Sean Beyer's Fidelity Investments Experience October 2006 - December 2012
Job Senior Systems Engineer | Active Directory
Industry Financial Services
Experience
AdvizeX Technologies September 2013 - Present
Virtual Dynamix May 2013 - June 2013
Fidelity Investments October 2006 - December 2012
Fidelity Investments May 2006 - October 2006
Fidelity Investments July 2005 - May 2006
Fidelity Investments March 2001 - July 2005
Lernout & Hauspie June 2000 - March 2001
Dragon Systems, Inc August 1998 - June 2000
Process Facilities Inc February 1996 - July 1998
Just for Pets Superstore June 1993 - May 1995
Skills
Active Directory, Microsoft Exchange, Change Management, Identity Management, Disaster Recovery, Unix, Virtualization, Solaris, ITIL, Oracle, SQL, Enterprise Architecture, VMware, Linux, Servers, Windows Server, Windows, Group Policy, Win 2003, Win2008, 2008 R2
Education
Clark University 1995 — 1997
Clark University 1995 — 1996
University of New Hampshire 1988 — 1993
B.S., Marine and Fresh Water Biology
AdvizeX Technologies September 2013 - Present
Virtual Dynamix May 2013 - June 2013
Fidelity Investments October 2006 - December 2012
Fidelity Investments May 2006 - October 2006
Fidelity Investments July 2005 - May 2006
Fidelity Investments March 2001 - July 2005
Lernout & Hauspie June 2000 - March 2001
Dragon Systems, Inc August 1998 - June 2000
Process Facilities Inc February 1996 - July 1998
Just for Pets Superstore June 1993 - May 1995
Skills
Active Directory, Microsoft Exchange, Change Management, Identity Management, Disaster Recovery, Unix, Virtualization, Solaris, ITIL, Oracle, SQL, Enterprise Architecture, VMware, Linux, Servers, Windows Server, Windows, Group Policy, Win 2003, Win2008, 2008 R2
Education
Clark University 1995 — 1997
Clark University 1995 — 1996
University of New Hampshire 1988 — 1993
B.S., Marine and Fresh Water Biology
Solange Voss's Fidelity Investments Experience 2000 - 2002
Job Bookkeeper at Tear Film Ocular Society TFOS
Industry Health, Wellness and Fitness
Experience
Tear Film Ocular Society- TFOS 2011 - Present
Majestic Yoga Studio 2010 - Present
Harvard Business School 2010 - Present
Healthworks Fitness Centers for Women 2010 - Present
Yoga Instructor 2008 - Present
OWNER GAPPY’S GRANOLA/PRIVATE CHEF 2000 - 2010
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Fidelity Investments 1997 - 1999
Citizens Bank 1995 - 1997
Skills
Yoga, Hatha Yoga, Therapeutic Massage, Fitness, Wellness, Pilates, Strength Training, Wellness Coaching
Education
Clark University
Bachelor of Arts (B.A.), English and Philosophy
Tear Film Ocular Society- TFOS 2011 - Present
Majestic Yoga Studio 2010 - Present
Harvard Business School 2010 - Present
Healthworks Fitness Centers for Women 2010 - Present
Yoga Instructor 2008 - Present
OWNER GAPPY’S GRANOLA/PRIVATE CHEF 2000 - 2010
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Fidelity Investments 1997 - 1999
Citizens Bank 1995 - 1997
Skills
Yoga, Hatha Yoga, Therapeutic Massage, Fitness, Wellness, Pilates, Strength Training, Wellness Coaching
Education
Clark University
Bachelor of Arts (B.A.), English and Philosophy
Michael Cereno's Fidelity Investments Experience June 2014 - Present
Job Systems Services and Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2014 - Present
Invesco Ltd. March 2001 - January 2014
Skills
Business Analysis, Requirements Analysis, Analysis, Requirements Gathering, Project Management, Visio, Investment Banking, SDLC, IT Management, Asset Management, Disaster Recovery, ITIL, Management, Integration
Education
Clark University 1999 — 2000
ITT Technical Institute-Boston 1990 — 1992
Fidelity Investments June 2014 - Present
Invesco Ltd. March 2001 - January 2014
Skills
Business Analysis, Requirements Analysis, Analysis, Requirements Gathering, Project Management, Visio, Investment Banking, SDLC, IT Management, Asset Management, Disaster Recovery, ITIL, Management, Integration
Education
Clark University 1999 — 2000
ITT Technical Institute-Boston 1990 — 1992
Erin Pflasterer Erin Pflasterer's Fidelity Investments Experience November 2004 - Present
Job Senior Executive Secretary at Fidelity Investments
Industry
Experience
Fidelity Investments November 2004 - Present
Skills
Editing, Executive Calendar..., Meeting Planning, Meeting Scheduling, Event Planning, Teamwork, Data Entry, Event Management, Customer Service, Microsoft Office
Education
Nichols College 2005 — 2009
Master of Business Administration (MBA)
Clark University 1994 — 1997
Bachelor of Arts (BA), Psychology
Fidelity Investments November 2004 - Present
Skills
Editing, Executive Calendar..., Meeting Planning, Meeting Scheduling, Event Planning, Teamwork, Data Entry, Event Management, Customer Service, Microsoft Office
Education
Nichols College 2005 — 2009
Master of Business Administration (MBA)
Clark University 1994 — 1997
Bachelor of Arts (BA), Psychology
Jason Panarelli's Fidelity Investments Experience November 2010 - Present
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Fidelity Investments February 2008 - November 2010
Fidelity Investments November 2006 - February 2008
Alternatives Unlimited Inc November 2001 - December 2007
Fidelity Investments November 2005 - November 2006
Spectrum Health Systems November 2005 - November 2006
Skills
Call Center, Process Improvement, Business Analysis, Change Management, Customer Service, Microsoft Excel, Workforce Management, Financial Services, Program Management, Relationship Management, Data Analysis, Leadership, Team Building, Call Centers, Business Process..., Analysis, Risk Management, Project Management, Quality Assurance, 401k, Financial Analysis, Training, Management, Investments, Finance, Insurance, Strategic Planning, Coaching, Team Leadership, Retirement, Operations Management, SharePoint, Research, Access, Asset Allocation, Retirement Planning, Strategy, Outlook, Forecasting
Education
Clark University 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Fidelity Investments November 2010 - Present
Fidelity Investments February 2008 - November 2010
Fidelity Investments November 2006 - February 2008
Alternatives Unlimited Inc November 2001 - December 2007
Fidelity Investments November 2005 - November 2006
Spectrum Health Systems November 2005 - November 2006
Skills
Call Center, Process Improvement, Business Analysis, Change Management, Customer Service, Microsoft Excel, Workforce Management, Financial Services, Program Management, Relationship Management, Data Analysis, Leadership, Team Building, Call Centers, Business Process..., Analysis, Risk Management, Project Management, Quality Assurance, 401k, Financial Analysis, Training, Management, Investments, Finance, Insurance, Strategic Planning, Coaching, Team Leadership, Retirement, Operations Management, SharePoint, Research, Access, Asset Allocation, Retirement Planning, Strategy, Outlook, Forecasting
Education
Clark University 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Erin Peete's Fidelity Investments Experience June 2013 - Present
Job Compensation Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments May 2012 - June 2013
Clark University November 2011 - May 2013
Fidelity Investments May 2011 - August 2011
X-Treme Tanning March 2005 - May 2011
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Office, Data Analysis, Microsoft Word, Research, Leadership, Public Speaking, Human Resources, Economics, Outlook, SPSS, Social Media Marketing, Fundraising
Education
Clark University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Clark University 2008 — 2012
Bachelor of Arts (BA), Management and Economics, Magna Cum Laude
Fidelity Investments June 2013 - Present
Fidelity Investments May 2012 - June 2013
Clark University November 2011 - May 2013
Fidelity Investments May 2011 - August 2011
X-Treme Tanning March 2005 - May 2011
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Office, Data Analysis, Microsoft Word, Research, Leadership, Public Speaking, Human Resources, Economics, Outlook, SPSS, Social Media Marketing, Fundraising
Education
Clark University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Clark University 2008 — 2012
Bachelor of Arts (BA), Management and Economics, Magna Cum Laude
Kristin Borowski's Fidelity Investments Experience March 2014 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments March 2014 - Present
State Street September 2012 - February 2014
Pyramis Global Advisors June 2008 - September 2012
Fidelity Investments June 2007 - June 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2006 - September 2006
Fidelity Investments April 2005 - February 2006
Fidelity Investments November 2003 - April 2005
Skills
Spinning Certified, Six Sigma Training, FINRA, Program Management, Financial Services, Mutual Funds, Training, 401k, Relationship Management, Hedge Funds, Asset Managment, Business Analysis, Process Improvement, Risk Management, Retirement, Microsoft Excel, PowerPoint, Visio, Access, Asset Management, AML, Anti Money Laundering, Financial Risk, Management, Banking
Education
Clark University 2002 — 2004
Master of Science, Communication; Marketing
Clark University 1998 — 2002
Bachelor of Arts, Sociology; Urban Development and Social Change
Fidelity Investments March 2014 - Present
State Street September 2012 - February 2014
Pyramis Global Advisors June 2008 - September 2012
Fidelity Investments June 2007 - June 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2006 - September 2006
Fidelity Investments April 2005 - February 2006
Fidelity Investments November 2003 - April 2005
Skills
Spinning Certified, Six Sigma Training, FINRA, Program Management, Financial Services, Mutual Funds, Training, 401k, Relationship Management, Hedge Funds, Asset Managment, Business Analysis, Process Improvement, Risk Management, Retirement, Microsoft Excel, PowerPoint, Visio, Access, Asset Management, AML, Anti Money Laundering, Financial Risk, Management, Banking
Education
Clark University 2002 — 2004
Master of Science, Communication; Marketing
Clark University 1998 — 2002
Bachelor of Arts, Sociology; Urban Development and Social Change
Michael L. Garcia's Fidelity Investments Experience November 2006 - May 2011
Job Consulting Business Analyst at Citizens Bank
Industry Financial Services
Experience
Citizens Bank May 2015 - August 2015
TEKsystems/Bank of America July 2014 - March 2015
CVS Caremark Corporation April 2013 - July 2014
TEKsystems/Bank of America August 2012 - March 2013
TEKsystems/Bank of America October 2011 - June 2012
Fidelity Investments November 2006 - May 2011
Small Business Service Bureau January 2000 - April 2005
EDS Wireless Division May 1995 - November 1999
W.T. Chen August 1994 - May 1995
Digital Equipment Corporation April 1979 - June 1994
Skills
Leadership, Waterfall, Business Analysis, SDLC, Project Management, Data Analysis, Visio, Access, Vendor Management, Statistical Tools, Oracle, Software Documentation, SharePoint, Microsoft Excel, Requirements Analysis, Program Management, Process Improvement, Databases, Management, Analysis, Microsoft SQL Server, Enterprise Software, Requirements Gathering, SQL, Testing, Software Project..., IT Management, MS Project, Integration, Disaster Recovery, Business Process..., Systems Analysis, Business Process, IT Strategy, Business Intelligence, Data Modeling, Unix, System Administration, IT Service Management, Project Portfolio..., PMO, Team Leadership, CRM
Education
Boston State College/UMass Boston
BS, Education
Clark University
Management Information
Citizens Bank May 2015 - August 2015
TEKsystems/Bank of America July 2014 - March 2015
CVS Caremark Corporation April 2013 - July 2014
TEKsystems/Bank of America August 2012 - March 2013
TEKsystems/Bank of America October 2011 - June 2012
Fidelity Investments November 2006 - May 2011
Small Business Service Bureau January 2000 - April 2005
EDS Wireless Division May 1995 - November 1999
W.T. Chen August 1994 - May 1995
Digital Equipment Corporation April 1979 - June 1994
Skills
Leadership, Waterfall, Business Analysis, SDLC, Project Management, Data Analysis, Visio, Access, Vendor Management, Statistical Tools, Oracle, Software Documentation, SharePoint, Microsoft Excel, Requirements Analysis, Program Management, Process Improvement, Databases, Management, Analysis, Microsoft SQL Server, Enterprise Software, Requirements Gathering, SQL, Testing, Software Project..., IT Management, MS Project, Integration, Disaster Recovery, Business Process..., Systems Analysis, Business Process, IT Strategy, Business Intelligence, Data Modeling, Unix, System Administration, IT Service Management, Project Portfolio..., PMO, Team Leadership, CRM
Education
Boston State College/UMass Boston
BS, Education
Clark University
Management Information
Jolyon Yates Jolyon Yates's Fidelity Investments Experience July 2000 - December 2002
Job Sales Program Financial Analyst at Smith & Nephew
Industry Hospital & Health Care
Experience
Smith & Nephew October 2013 - Present
Cardinal Health February 2012 - May 2013
Smith & Nephew December 2011 - January 2012
Progress Software April 2010 - September 2011
AmerisourceBergen April 2006 - January 2010
Massachusetts Eye and Ear Infirmary February 2003 - March 2006
Fidelity Investments July 2000 - December 2002
Fidelity Investments June 1999 - June 2000
General Electric-Appliances June 1998 - August 1998
Skills
Financial Reporting, Variance Analysis, Reconciliation, Financial Analysis, Budgeting, Forecasting, Excel, Process Improvement, Financial Modeling, PowerPoint, Word, Compliance, Strategic Planning, Access, Analysis, SOX, Accounting, SAP, Data Analysis, Business Analysis, Microsoft Office, Pricing, Documentation, Outlook, Accounts Payable, Inventory Management, General Ledger, Research, Essbase, Problem Solving, Risk Management, Customer Relations, Auditing, Financial Planning, Team Building, Microsoft Excel, Budgets, Strategic Financial..., Sarbanes-Oxley Act, Account Reconciliation, Hyperion Enterprise, Accounts Receivable, Program Management, PeopleSoft, Managerial Finance, Strategy, Cash Management, Insurance
Education
Clark University 2000 — 2002
MBA, Finance
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Finance
Smith & Nephew October 2013 - Present
Cardinal Health February 2012 - May 2013
Smith & Nephew December 2011 - January 2012
Progress Software April 2010 - September 2011
AmerisourceBergen April 2006 - January 2010
Massachusetts Eye and Ear Infirmary February 2003 - March 2006
Fidelity Investments July 2000 - December 2002
Fidelity Investments June 1999 - June 2000
General Electric-Appliances June 1998 - August 1998
Skills
Financial Reporting, Variance Analysis, Reconciliation, Financial Analysis, Budgeting, Forecasting, Excel, Process Improvement, Financial Modeling, PowerPoint, Word, Compliance, Strategic Planning, Access, Analysis, SOX, Accounting, SAP, Data Analysis, Business Analysis, Microsoft Office, Pricing, Documentation, Outlook, Accounts Payable, Inventory Management, General Ledger, Research, Essbase, Problem Solving, Risk Management, Customer Relations, Auditing, Financial Planning, Team Building, Microsoft Excel, Budgets, Strategic Financial..., Sarbanes-Oxley Act, Account Reconciliation, Hyperion Enterprise, Accounts Receivable, Program Management, PeopleSoft, Managerial Finance, Strategy, Cash Management, Insurance
Education
Clark University 2000 — 2002
MBA, Finance
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Finance
Jean-Philippe Phaneuf's Fidelity Investments Experience July 2014 - Present
Job Business Development Manager at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments July 2014 - Present
BMO Capital Markets May 2013 - August 2013
BMO Capital Markets May 2012 - August 2012
Performance Training Hockey School June 2011 - August 2011
Kognitive Marketing April 2011 - August 2011
BMO Harris Private Banking May 2010 - August 2010
Kognitive Marketing May 2009 - August 2009
Skills
Finance, Marketing, Competitive Analysis, Data Analysis, Leadership, Business Strategy, Sales, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Finance
Clarkson University 2008 — 2012
Bachelor of Science, Global Supply Chain Management with a minor in project management, 3.748
Jönköping University 2010 — 2010
Exchange student in Sweden
Green Mountain Valley School 2006 — 2008
Ski Academy in Vermont, United States
Fidelity Investments July 2014 - Present
BMO Capital Markets May 2013 - August 2013
BMO Capital Markets May 2012 - August 2012
Performance Training Hockey School June 2011 - August 2011
Kognitive Marketing April 2011 - August 2011
BMO Harris Private Banking May 2010 - August 2010
Kognitive Marketing May 2009 - August 2009
Skills
Finance, Marketing, Competitive Analysis, Data Analysis, Leadership, Business Strategy, Sales, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Finance
Clarkson University 2008 — 2012
Bachelor of Science, Global Supply Chain Management with a minor in project management, 3.748
Jönköping University 2010 — 2010
Exchange student in Sweden
Green Mountain Valley School 2006 — 2008
Ski Academy in Vermont, United States
Nuance V. Bryant Nuance V. Bryant's Fidelity Investments Experience May 2005 - November 2006
Job Writer at Outsell
Industry Higher Education
Experience
Outsell October 2012 - Present
Clark University September 2007 - May 2009
Fidelity Investments May 2005 - November 2006
West Boylston Schools March 2005 - May 2005
Summit Educational Group March 2005 - May 2005
Rainbow Center Student Clerical Assistant. Rainbow Center, University of Connecticut September 2002 - December 2004
Skills
Teaching, Higher Education, Research, Writing, Public Speaking, Community Outreach, Editing, Retail, Retirement Planning, Customer Service, Mutual Funds, Event Planning, Personnel Management, Online Advertising, Social Media, Blogging, Book Reviews, Organization, Diplomacy, Creative Writing, Microsoft Office, Press Releases, Facebook, Copy Editing
Education
Clark University 2007 — 2009
English
The University of Connecticut 2001 — 2004
Bachelor of Arts, English
Outsell October 2012 - Present
Clark University September 2007 - May 2009
Fidelity Investments May 2005 - November 2006
West Boylston Schools March 2005 - May 2005
Summit Educational Group March 2005 - May 2005
Rainbow Center Student Clerical Assistant. Rainbow Center, University of Connecticut September 2002 - December 2004
Skills
Teaching, Higher Education, Research, Writing, Public Speaking, Community Outreach, Editing, Retail, Retirement Planning, Customer Service, Mutual Funds, Event Planning, Personnel Management, Online Advertising, Social Media, Blogging, Book Reviews, Organization, Diplomacy, Creative Writing, Microsoft Office, Press Releases, Facebook, Copy Editing
Education
Clark University 2007 — 2009
English
The University of Connecticut 2001 — 2004
Bachelor of Arts, English
Kathleen Christoph Kathleen Christoph's Fidelity Investments Experience September 1996 - March 2010
Job Senior Marketing Automation Specialist at Thermo Fisher Scientific
Industry Biotechnology
Experience
Thermo Fisher Scientific November 2013 - Present
PerkinElmer July 2012 - November 2013
PerkinElmer April 2010 - July 2012
Fidelity Investments September 1996 - March 2010
Skills
Email Marketing, Eloqua, Marketing Automation, Marketing, HTML, Microsoft Excel, Access, Marketing Communications, Marketing Analytics, Salesforce.com, Teamwork, Training, Adobe Creative Suite, Leadership, Competitive Analysis, SEO Landing Pages, SFDC Admin, Email Nurture Campaign..., Segmentation
Education
Clark University 2001 — 2004
MSPC, Professional Communications - Technology Stream
Suffolk Law School 1993 — 1994
Law
Fitchburg State College 1991 — 1993
BS, History, Business
South Lancaster Academy
Thermo Fisher Scientific November 2013 - Present
PerkinElmer July 2012 - November 2013
PerkinElmer April 2010 - July 2012
Fidelity Investments September 1996 - March 2010
Skills
Email Marketing, Eloqua, Marketing Automation, Marketing, HTML, Microsoft Excel, Access, Marketing Communications, Marketing Analytics, Salesforce.com, Teamwork, Training, Adobe Creative Suite, Leadership, Competitive Analysis, SEO Landing Pages, SFDC Admin, Email Nurture Campaign..., Segmentation
Education
Clark University 2001 — 2004
MSPC, Professional Communications - Technology Stream
Suffolk Law School 1993 — 1994
Law
Fitchburg State College 1991 — 1993
BS, History, Business
South Lancaster Academy
Frank Comproni Frank Comproni's Fidelity Investments Experience February 1999 - May 2006
Job Systems Analyst at Executive Office of Health & Human Services
Industry Computer Software
Experience
Executive Office of Health & Human Services August 2007 - Present
Fidelity Investments February 1999 - May 2006
Skills
Computer Network..., Microsoft Database..., Networking, Unix, SQL, Microsoft SQL Server, Linux, Databases, Visio, Software Development, Agile Methodologies, SharePoint, SDLC, DB2, Requirements Analysis, Oracle, Systems Analysis, Business Analysis, Vendor Management, Software Project..., Process Improvement
Education
Clark University 1997 — 1998
Microsoft Systems Administration Certificate Program, Microsoft Network Adminstration
Suffolk University 1984 — 1988
BS, International Economics & German
Executive Office of Health & Human Services August 2007 - Present
Fidelity Investments February 1999 - May 2006
Skills
Computer Network..., Microsoft Database..., Networking, Unix, SQL, Microsoft SQL Server, Linux, Databases, Visio, Software Development, Agile Methodologies, SharePoint, SDLC, DB2, Requirements Analysis, Oracle, Systems Analysis, Business Analysis, Vendor Management, Software Project..., Process Improvement
Education
Clark University 1997 — 1998
Microsoft Systems Administration Certificate Program, Microsoft Network Adminstration
Suffolk University 1984 — 1988
BS, International Economics & German
E Heather Smiley E Heather Smiley's Fidelity Investments Experience June 1997 - May 2008
Job Chief Marketing Officer, Retirement and Worksite at MassMutual
Industry Marketing and Advertising
Experience
MassMutual December 2008 - Present
Fidelity Investments June 1997 - May 2008
Fidelity Investments 1997 - 2008
Paul Revere Insurance Group 1989 - 1997
Skills
Leadership, CRM, Marketing, Relationship Management, Mutual Funds, Strategy, Marketing Strategy, Business Development, Series 7, Digital Media, C-Level Relationships, Advertising, Marketing Communications, Talent Acquisition
Education
Clark University 1989 — 1991
MBA Program, MBA studies
University of Tampa
MassMutual December 2008 - Present
Fidelity Investments June 1997 - May 2008
Fidelity Investments 1997 - 2008
Paul Revere Insurance Group 1989 - 1997
Skills
Leadership, CRM, Marketing, Relationship Management, Mutual Funds, Strategy, Marketing Strategy, Business Development, Series 7, Digital Media, C-Level Relationships, Advertising, Marketing Communications, Talent Acquisition
Education
Clark University 1989 — 1991
MBA Program, MBA studies
University of Tampa
David Darby David Darby's Fidelity Investments Experience May 2008 - December 2008
Job Senior IT Specialist at IBM
Industry Computer Software
Experience
IBM July 2010 - Present
Boston Scientific December 2009 - July 2010
Boston Scientific April 2009 - December 2009
Fidelity Investments May 2008 - December 2008
IBM/Rational Software January 2006 - April 2008
Build Forge October 2005 - January 2006
IBM/Rational Software January 2005 - July 2005
Fidelity Investments December 1995 - December 2004
Progress Software May 2000 - December 2000
Computervision Corporation February 1991 - August 1995
Skills
ClearCase, Software Configuration..., Perl, Shell Scripting, Unix, C, Configuration Management, Release Management, Rational Team Concert, SDLC, Unix Shell Scripting, Agile Methodologies, Solaris, Continuous Integration, Linux, Windows, Automation, ClearQuest, Build Forge, VMware, Training Delivery, Build Automation, DevOps, RHEL, Continuous Delivery, Java, Testing, Scrum, Ant, SOA, Software Development, Architecture, Distributed Systems, Software Engineering, Subversion, System Architecture, Websphere, Enterprise Architecture, Tomcat, WebSphere Application..., DB2, System Deployment, Build Tools, Software Deployment, Maven, Architectures, Integration, Development Operations, Software Design, CVS
Education
Clarkson University 1981 — 1985
B.S.
IBM July 2010 - Present
Boston Scientific December 2009 - July 2010
Boston Scientific April 2009 - December 2009
Fidelity Investments May 2008 - December 2008
IBM/Rational Software January 2006 - April 2008
Build Forge October 2005 - January 2006
IBM/Rational Software January 2005 - July 2005
Fidelity Investments December 1995 - December 2004
Progress Software May 2000 - December 2000
Computervision Corporation February 1991 - August 1995
Skills
ClearCase, Software Configuration..., Perl, Shell Scripting, Unix, C, Configuration Management, Release Management, Rational Team Concert, SDLC, Unix Shell Scripting, Agile Methodologies, Solaris, Continuous Integration, Linux, Windows, Automation, ClearQuest, Build Forge, VMware, Training Delivery, Build Automation, DevOps, RHEL, Continuous Delivery, Java, Testing, Scrum, Ant, SOA, Software Development, Architecture, Distributed Systems, Software Engineering, Subversion, System Architecture, Websphere, Enterprise Architecture, Tomcat, WebSphere Application..., DB2, System Deployment, Build Tools, Software Deployment, Maven, Architectures, Integration, Development Operations, Software Design, CVS
Education
Clarkson University 1981 — 1985
B.S.
Elizabeth Lusky Elizabeth Lusky's Fidelity Investments Experience July 2006 - June 2008
Job Business Development Price to Win Lead at Raytheon
Industry Financial Services
Experience
Raytheon December 2014 - Present
Raytheon June 2012 - Present
Raytheon July 2010 - June 2012
Raytheon July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
MetLife October 2004 - June 2006
Skills
Budgets, Earned Value Management, Financial Modeling, Financial Forecasting, Financial Analysis, Government Proposals, Six Sigma, Program Evaluation, Pricing Analysis, Proposal Generation, Cash Flow Management, Budget Analysis, Estimating
Education
Clark University 2007 — 2009
MBA, Finance & Global Business
University of Massachusetts Lowell 2000 — 2004
BA, Accounting
Women's Unlimited
Raytheon December 2014 - Present
Raytheon June 2012 - Present
Raytheon July 2010 - June 2012
Raytheon July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
MetLife October 2004 - June 2006
Skills
Budgets, Earned Value Management, Financial Modeling, Financial Forecasting, Financial Analysis, Government Proposals, Six Sigma, Program Evaluation, Pricing Analysis, Proposal Generation, Cash Flow Management, Budget Analysis, Estimating
Education
Clark University 2007 — 2009
MBA, Finance & Global Business
University of Massachusetts Lowell 2000 — 2004
BA, Accounting
Women's Unlimited
Timothy Pitney Timothy Pitney's Fidelity Investments Experience May 1995 - July 2007
Job Senior Director, Institutional Investment Strategist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Sapers & Wallack March 2008 - May 2013
Fidelity Investments May 1995 - July 2007
Skills
Retirement, Pricing, Retirement Planning, Investments, Investment Advisory, Series 7, Defined Benefit, Strategy, Financial Services, Financial Advisory, Investment Strategies, Retirement Plan..., ERISA, 401k, Asset Allocation, Mutual Funds, Series 63
Education
Clark University 2001 — 2007
M.B.A., Finance
University of Massachusetts, Amherst
B.S., Mathematics
TIAA-CREF May 2013 - Present
Sapers & Wallack March 2008 - May 2013
Fidelity Investments May 1995 - July 2007
Skills
Retirement, Pricing, Retirement Planning, Investments, Investment Advisory, Series 7, Defined Benefit, Strategy, Financial Services, Financial Advisory, Investment Strategies, Retirement Plan..., ERISA, 401k, Asset Allocation, Mutual Funds, Series 63
Education
Clark University 2001 — 2007
M.B.A., Finance
University of Massachusetts, Amherst
B.S., Mathematics
William Leary William Leary's Fidelity Investments Experience June 2014 - Present
Job Project Manager at Fidelity Institutional Technology
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments December 2011 - June 2014
Fidelity Investments December 2006 - December 2011
Fidelity Investments December 2005 - December 2006
Fidelity Investments February 2004 - December 2005
Fidelity Investments June 2000 - February 2004
The Hanover Insurance Group November 1999 - June 2000
The Hanover Insurance Group April 1998 - November 1999
Skills
Testing, User Acceptance Testing, Siebel, Brio Reports, Presentations, Trading, Mutual Funds, Quality Center, Oracle CRM, Microsoft Office, Equities, HTML, Requirements Analysis, SAP Business Software, Analysis, Business Analysis, Financial Services, Project Management, Microsoft Excel
Education
Clark University 2003 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (B.A.), History
Fidelity Investments June 2014 - Present
Fidelity Investments December 2011 - June 2014
Fidelity Investments December 2006 - December 2011
Fidelity Investments December 2005 - December 2006
Fidelity Investments February 2004 - December 2005
Fidelity Investments June 2000 - February 2004
The Hanover Insurance Group November 1999 - June 2000
The Hanover Insurance Group April 1998 - November 1999
Skills
Testing, User Acceptance Testing, Siebel, Brio Reports, Presentations, Trading, Mutual Funds, Quality Center, Oracle CRM, Microsoft Office, Equities, HTML, Requirements Analysis, SAP Business Software, Analysis, Business Analysis, Financial Services, Project Management, Microsoft Excel
Education
Clark University 2003 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (B.A.), History
Stacy Isquith-Donck Stacy Isquith-Donck's Fidelity Investments Experience September 1995 - June 2002
Job Strategic Relationship Manager at Voya
Industry Human Resources
Experience
Voya Financial April 2013 - Present
Mercer March 2007 - April 2013
NY Metro Chapter of ISCEBS January 2011 - December 2011
National Financial Partners February 2006 - March 2007
Vivendi Universal June 2002 - April 2005
Fidelity Investments September 1995 - June 2002
Skills
ERISA, Executive Compensation, Compensation, Mergers, Client Relationship..., Health Insurance, Benefits Outsourcing, Compensation & Benefits..., Key Account..., Relationship Management, Change Management, Executive Pay, Outsourcing, Mergers & Acquisitions, Vendor Management, Strategy, Deferred Compensation, Pensions, HR Policies, Retirement Planning, HR Consulting, Defined Contribution, Human Resources, Retirement, CRM, COBRA, Performance Management, Risk Management, Employee Benefits
Education
University of Pennsylvania 1985 — 1989
Bachelors, European History
Clark University 1999 — 2001
MS, Communications
Voya Financial April 2013 - Present
Mercer March 2007 - April 2013
NY Metro Chapter of ISCEBS January 2011 - December 2011
National Financial Partners February 2006 - March 2007
Vivendi Universal June 2002 - April 2005
Fidelity Investments September 1995 - June 2002
Skills
ERISA, Executive Compensation, Compensation, Mergers, Client Relationship..., Health Insurance, Benefits Outsourcing, Compensation & Benefits..., Key Account..., Relationship Management, Change Management, Executive Pay, Outsourcing, Mergers & Acquisitions, Vendor Management, Strategy, Deferred Compensation, Pensions, HR Policies, Retirement Planning, HR Consulting, Defined Contribution, Human Resources, Retirement, CRM, COBRA, Performance Management, Risk Management, Employee Benefits
Education
University of Pennsylvania 1985 — 1989
Bachelors, European History
Clark University 1999 — 2001
MS, Communications
Tina Sargent's Fidelity Investments Experience August 2005 - March 2006
Job Information Technology at Southgate at Shrewsbury
Industry Hospital & Health Care
Experience
Southgate at Shrewsbury August 2012 - Present
Brandeis University December 2011 - August 2012
Epoch Senior Living December 2010 - December 2011
Masonic Health Systems February 2008 - August 2010
Masonic Health Systems March 2006 - February 2008
Fidelity Investments August 2005 - March 2006
Pegasus Satellite Television August 2002 - November 2004
Pegasus Satellite Television October 2001 - July 2002
Pegasus Satellite Television October 2000 - September 2001
Pegasus Satellite Television September 1998 - September 2000
Skills
Access, Troubleshooting, Databases, Technical Support, SQL, Analysis, Outlook, Security, System Administration, Software Documentation, Microsoft Office, Microsoft Excel, PowerPoint, Windows, Customer Service, Microsoft Word, Strategic Planning, Team Building, Budgets, AOD, McKesson, Sybase, Healthcare, Leadership, Management
Education
Sullivan & Cogliano 2005 — 2006
Database Administration
New England School of Accounting 1994 — 1996
Computerized Accounting
Clark University
Programming
Southgate at Shrewsbury August 2012 - Present
Brandeis University December 2011 - August 2012
Epoch Senior Living December 2010 - December 2011
Masonic Health Systems February 2008 - August 2010
Masonic Health Systems March 2006 - February 2008
Fidelity Investments August 2005 - March 2006
Pegasus Satellite Television August 2002 - November 2004
Pegasus Satellite Television October 2001 - July 2002
Pegasus Satellite Television October 2000 - September 2001
Pegasus Satellite Television September 1998 - September 2000
Skills
Access, Troubleshooting, Databases, Technical Support, SQL, Analysis, Outlook, Security, System Administration, Software Documentation, Microsoft Office, Microsoft Excel, PowerPoint, Windows, Customer Service, Microsoft Word, Strategic Planning, Team Building, Budgets, AOD, McKesson, Sybase, Healthcare, Leadership, Management
Education
Sullivan & Cogliano 2005 — 2006
Database Administration
New England School of Accounting 1994 — 1996
Computerized Accounting
Clark University
Programming
Mark Kirshteyn Mark Kirshteyn's Fidelity Investments Experience February 2001 - October 2003
Job Infrastructure Engineering Specialist
Industry Information Technology and Services
Experience
Nationwide Insurance July 2015 - Present
Merck April 2005 - July 2015
Alcan Composites USA January 2004 - April 2005
Fidelity Investments February 2001 - October 2003
Skills
Business Intelligence, SDLC, Analytics, TIBCO Spotfire, Platform Engineering, Project Management, IBM Cognos BI Suite, IIS 7.5 Administration, Apache 2.0..., Oracle Directory Server, EMC Documentum, MS SharePoint 2010, HTML, ITIL Service Strategy, Scrum, Windows Server, Unix/Linux
Education
Clark University 2001 — 2003
Masters Degree, Master of Science in Information Technology
University of Massachusetts, Amherst 1997 — 2000
Bachelor's degree, Computer Science and Business
Nationwide Insurance July 2015 - Present
Merck April 2005 - July 2015
Alcan Composites USA January 2004 - April 2005
Fidelity Investments February 2001 - October 2003
Skills
Business Intelligence, SDLC, Analytics, TIBCO Spotfire, Platform Engineering, Project Management, IBM Cognos BI Suite, IIS 7.5 Administration, Apache 2.0..., Oracle Directory Server, EMC Documentum, MS SharePoint 2010, HTML, ITIL Service Strategy, Scrum, Windows Server, Unix/Linux
Education
Clark University 2001 — 2003
Masters Degree, Master of Science in Information Technology
University of Massachusetts, Amherst 1997 — 2000
Bachelor's degree, Computer Science and Business
Stephanie M. Kelley, PMP® Stephanie M. Kelley, PMP®'s Fidelity Investments Experience January 2003 - August 2003
Job PMI Certified Project Manager
Industry Information Technology and Services
Experience
SMK Designs April 2004 - 2010
EDS @ Xerox June 2005 - August 2006
ITX Corp September 2003 - June 2005
Fidelity Investments January 2003 - August 2003
IBM May 2001 - June 2002
IBM June 1999 - May 2001
Skills
Software Development, Project Management, SEO, Software Project..., Web Design, PMP, Requirements Analysis, SDLC, Process Improvement, ITIL, Management, E-commerce, Leadership, Disaster Recovery, Integration, IT Strategy, Vendor Management, IT Management, Information Technology, Enterprise Software
Education
Clarkson University 1998 — 1999
MBA, IT & Finance
Niagara University 1994 — 1998
M.S., Commerce - Management
SMK Designs April 2004 - 2010
EDS @ Xerox June 2005 - August 2006
ITX Corp September 2003 - June 2005
Fidelity Investments January 2003 - August 2003
IBM May 2001 - June 2002
IBM June 1999 - May 2001
Skills
Software Development, Project Management, SEO, Software Project..., Web Design, PMP, Requirements Analysis, SDLC, Process Improvement, ITIL, Management, E-commerce, Leadership, Disaster Recovery, Integration, IT Strategy, Vendor Management, IT Management, Information Technology, Enterprise Software
Education
Clarkson University 1998 — 1999
MBA, IT & Finance
Niagara University 1994 — 1998
M.S., Commerce - Management
Peggy Hennessy's Fidelity Investments Experience Production Manager for Solutions Integrator MagazineInternational Data GroupSeptember 1998 - September 1999
Job Senior Production Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Production Manager for Solutions Integrator MagazineInternational Data GroupSeptember 1998 - September 1999
Computerworld Magazine 1989 - 1995
Education
Clark University 2012 — 2018
Communications
Southern Connecticut State University 1980 — 1985
BS, Communications
Fidelity Investments Production Manager for Solutions Integrator MagazineInternational Data GroupSeptember 1998 - September 1999
Computerworld Magazine 1989 - 1995
Education
Clark University 2012 — 2018
Communications
Southern Connecticut State University 1980 — 1985
BS, Communications
Terri Mitchell Terri Mitchell's Fidelity Investments Experience April 2000 - December 2010
Job Field Services Manager at Citrix
Industry Information Technology and Services
Experience
Citrix November 2014 - Present
Microsoft December 2010 - October 2014
Fidelity Investments April 2000 - December 2010
TAC WorldWide 1989 - 1994
Skills
Cloud Computing, Vendor Management, IT Strategy, Enterprise Software, Business Analysis, ITIL, SaaS, SharePoint, SDLC, Enterprise Architecture, Unix, Analytics, Disaster Recovery, Management, Architecture, ETL, PMO, Integration
Education
Clark University 2002 — 2006
BSCS
Northeastern University
Associate's degree, Management Information Systems and Services
Citrix November 2014 - Present
Microsoft December 2010 - October 2014
Fidelity Investments April 2000 - December 2010
TAC WorldWide 1989 - 1994
Skills
Cloud Computing, Vendor Management, IT Strategy, Enterprise Software, Business Analysis, ITIL, SaaS, SharePoint, SDLC, Enterprise Architecture, Unix, Analytics, Disaster Recovery, Management, Architecture, ETL, PMO, Integration
Education
Clark University 2002 — 2006
BSCS
Northeastern University
Associate's degree, Management Information Systems and Services
Evan Kearns, MBA's Fidelity Investments Experience May 2012 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Fidelity Investments May 2012 - Present
Clark University May 2011 - May 2012
A.T. Cross Company June 2011 - August 2011
Skills
Analysis, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Series 7, Management, Marketing, Research, Leadership, Data Analysis, Social Media
Education
Clark University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Marketing, 3.6
Clark University 2007 — 2012
Bachelor of Arts (B.A.), Management, 3.5
Charles Schwab July 2015 - Present
Fidelity Investments May 2012 - Present
Clark University May 2011 - May 2012
A.T. Cross Company June 2011 - August 2011
Skills
Analysis, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Series 7, Management, Marketing, Research, Leadership, Data Analysis, Social Media
Education
Clark University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Marketing, 3.6
Clark University 2007 — 2012
Bachelor of Arts (B.A.), Management, 3.5
Tim Cleaveland Tim Cleaveland's Fidelity Investments Experience 1997 - 1998
Job Principal Systems Analyst at Waters
Industry Medical Devices
Experience
Waters Corporation September 1999 - Present
Corporate Software 1998 - 1999
Fidelity Investments 1997 - 1998
National Grid (New England Power ) 1994 - 1996
The Hanover Insurance Group 1991 - 1994
EDS Group 1987 - 1991
United States Air Force 1980 - 1987
Skills
SD, SAP, ABAP, Data Warehousing, CRM, SAP CRM, Oracle, SAP Netweaver, Databases, Microsoft SQL Server, Six Sigma, SAP Implementation, ERP, Online Advertising, Social Media Marketing, Entrepreneurship, E-commerce, Requirements Analysis
Education
Clark University
Southern Illinois University, Carbondale
University of Illinois at Urbana-Champaign
Waters Corporation September 1999 - Present
Corporate Software 1998 - 1999
Fidelity Investments 1997 - 1998
National Grid (New England Power ) 1994 - 1996
The Hanover Insurance Group 1991 - 1994
EDS Group 1987 - 1991
United States Air Force 1980 - 1987
Skills
SD, SAP, ABAP, Data Warehousing, CRM, SAP CRM, Oracle, SAP Netweaver, Databases, Microsoft SQL Server, Six Sigma, SAP Implementation, ERP, Online Advertising, Social Media Marketing, Entrepreneurship, E-commerce, Requirements Analysis
Education
Clark University
Southern Illinois University, Carbondale
University of Illinois at Urbana-Champaign
John G Foley's Fidelity Investments Experience 1999 - 2006
Job Systems Analyst at Fujitsu America / RBS Citizens
Industry Computer Software
Experience
Fujitsu America / RBS Citizens October 2011 - Present
One Beacon 2012 - 2013
Bank of America 2006 - 2007
Fidelity Investments 1999 - 2006
Skills
Windows 7, XP, VISTA, Windows Server 2008, Marimba, Active Directory, VMware, Exchange 2007, Bloomberg, Reuters, Tradeweb, Charles River CRD, Tivoli, Wininstall, Oracle, Linux, SQL, Symantec Ghost, Lotus Notes, TCP/IP, Thin Client, Blackberry BES Admin, Remote Access, VPN, Wireless Networking, MS Project, Windows Server, Microsoft Exchange, NetIQ AppManager, Vendor Management, Disaster Recovery, SCCM, IIS, Windows XP, Visio, Blackberry Enterprise...
Education
Clark University
Microsoft Windows NT Administration
U Mass Amherst
Bachelor of Arts
Fujitsu America / RBS Citizens October 2011 - Present
One Beacon 2012 - 2013
Bank of America 2006 - 2007
Fidelity Investments 1999 - 2006
Skills
Windows 7, XP, VISTA, Windows Server 2008, Marimba, Active Directory, VMware, Exchange 2007, Bloomberg, Reuters, Tradeweb, Charles River CRD, Tivoli, Wininstall, Oracle, Linux, SQL, Symantec Ghost, Lotus Notes, TCP/IP, Thin Client, Blackberry BES Admin, Remote Access, VPN, Wireless Networking, MS Project, Windows Server, Microsoft Exchange, NetIQ AppManager, Vendor Management, Disaster Recovery, SCCM, IIS, Windows XP, Visio, Blackberry Enterprise...
Education
Clark University
Microsoft Windows NT Administration
U Mass Amherst
Bachelor of Arts
Juan Manuel Baena Juan Manuel Baena's Fidelity Investments Experience March 2013 - Present
Job Principal Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments August 2012 - March 2013
Fidelity Investments July 2002 - August 2012
Fidelity Investments May 2001 - December 2001
PADEI March 1999 - November 1999
Kaplan May 1999 - June 1999
Skills
SharePoint, Disaster Recovery, IIS, Vendor Management, Microsoft SQL Server, Integration, SDLC, ITIL, Visio, Web Applications, Active Directory, Infrastructure, Windows Server, SQL, Requirements Analysis, Security, Management, Enterprise Architecture, Customer Support, Agile Methodologies, Data Center, Solution Architecture, System Deployment, Business Analysis, Microsoft Exchange, F5 BigIP, Testing, Training, PowerPoint, Technical Documentation, Presentations, Release Management, Dynatrace, Change Management, Business Continuity, Release Engineering, Project Management, Customer Engagement, Systems Engineering
Education
Clark University 2000 — 2001
MBA, Management of Information Technology
Universidad Externado de Colombia 1994 — 1999
BA, Economics & Statistics
Fidelity Investments March 2013 - Present
Fidelity Investments August 2012 - March 2013
Fidelity Investments July 2002 - August 2012
Fidelity Investments May 2001 - December 2001
PADEI March 1999 - November 1999
Kaplan May 1999 - June 1999
Skills
SharePoint, Disaster Recovery, IIS, Vendor Management, Microsoft SQL Server, Integration, SDLC, ITIL, Visio, Web Applications, Active Directory, Infrastructure, Windows Server, SQL, Requirements Analysis, Security, Management, Enterprise Architecture, Customer Support, Agile Methodologies, Data Center, Solution Architecture, System Deployment, Business Analysis, Microsoft Exchange, F5 BigIP, Testing, Training, PowerPoint, Technical Documentation, Presentations, Release Management, Dynatrace, Change Management, Business Continuity, Release Engineering, Project Management, Customer Engagement, Systems Engineering
Education
Clark University 2000 — 2001
MBA, Management of Information Technology
Universidad Externado de Colombia 1994 — 1999
BA, Economics & Statistics
Stacy Sundown- Kiene, CUA's Fidelity Investments Experience 1998 - 2001
Job Principal User Experience Designer at HealthGrades
Industry Design
Experience
HealthGrades November 2009 - Present
Kaango July 2008 - January 2010
The Finished Page 2008 - 2009
Kaango LLC/Medianews Group 2008 - 2009
MapQuest February 2001 - July 2008
Fidelity Investments 1998 - 2001
Skills
Usability Testing, Web Design, CSS, User-centered Design, Information Architecture, OmniGraffle, Photoshop, HTML, User Interface Design, Agile Project Management, User Experience, Dreamweaver, CMS, Wire Framing, User Experience Design, Wireframes, Usability, User Interface
Education
Human Factors International 2006 — 2006
CUA, Usability
Platt College of Design 1993 — 1995
AA, Graphic Design
Clark University
Bachelor of Science (BS), Computer Science
HealthGrades November 2009 - Present
Kaango July 2008 - January 2010
The Finished Page 2008 - 2009
Kaango LLC/Medianews Group 2008 - 2009
MapQuest February 2001 - July 2008
Fidelity Investments 1998 - 2001
Skills
Usability Testing, Web Design, CSS, User-centered Design, Information Architecture, OmniGraffle, Photoshop, HTML, User Interface Design, Agile Project Management, User Experience, Dreamweaver, CMS, Wire Framing, User Experience Design, Wireframes, Usability, User Interface
Education
Human Factors International 2006 — 2006
CUA, Usability
Platt College of Design 1993 — 1995
AA, Graphic Design
Clark University
Bachelor of Science (BS), Computer Science
Kathryn Cabral's Fidelity Investments Experience April 1997 - Present
Job Desktop Publisher Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1997 - Present
Suburban Real Estate News / Creative Publishing 1987 - 1997
Quinlan Publishing 1984 - 1987
Skills
Typesetting, Desktop Publishing, Graphic Design, QuarkXPress, QuickSilver, Interleaf, Adobe Acrobat, Powerpoint, HTML, Microsoft Word, Microsoft Excel, PREPS 6, InDesign, Adobe Photoshop, Adobe Illustrator, Macromedia, CompuGraphic Series, Mac, Pre-press, Publishing, SharePoint, Online Publishing
Education
Lynn Vocational Technical Institute 1983 — 1986
High School - 3 year Graphic Arts , Graphic Design
Clark University 1996 — 1996
Graphic Design
Endicott College 1992 — 1993
Graphic Design
Fidelity Investments April 1997 - Present
Suburban Real Estate News / Creative Publishing 1987 - 1997
Quinlan Publishing 1984 - 1987
Skills
Typesetting, Desktop Publishing, Graphic Design, QuarkXPress, QuickSilver, Interleaf, Adobe Acrobat, Powerpoint, HTML, Microsoft Word, Microsoft Excel, PREPS 6, InDesign, Adobe Photoshop, Adobe Illustrator, Macromedia, CompuGraphic Series, Mac, Pre-press, Publishing, SharePoint, Online Publishing
Education
Lynn Vocational Technical Institute 1983 — 1986
High School - 3 year Graphic Arts , Graphic Design
Clark University 1996 — 1996
Graphic Design
Endicott College 1992 — 1993
Graphic Design
Luke Scanlan Luke Scanlan's Fidelity Investments Experience July 2015 - Present
Job Mutual Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - July 2015
Education
Clark University 2010 — 2014
Bachelor's degree, Economics
London School of Economics and Political Science 2012 — 2013
General Course, Economics
Nashoba
Nashoba
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - July 2015
Education
Clark University 2010 — 2014
Bachelor's degree, Economics
London School of Economics and Political Science 2012 — 2013
General Course, Economics
Nashoba
Nashoba
Roy Fralin's Fidelity Investments Experience August 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments February 2008 - August 2011
Fidelity Investments February 2000 - February 2008
Putnam Investments January 1993 - February 2000
Skills
Financial Services, Defined Benefit, 401k, Mutual Funds, Relationship Management, Series 63, Outsourcing, Process Improvement, Securities, Retirement, Employee Benefits, Investments, Business Analysis, Series 7, Client Services, Vendor Management, Risk Management, Project Management, Asset Management, Visio, Pensions, Team Leadership, Leadership, Management, Community Outreach, Motivational Speaking, Collaborative Problem...
Education
Clark University 2006 — 2008
MBA, Business Administration and Management, General
Eastern Nazarene College 1990 — 1993
Bachelor of Science (BS), Business Administration, Management and Operations
Newbury College
Associate of Science (A.S.), Culinary Arts/Chef Training
Fidelity Investments August 2011 - Present
Fidelity Investments February 2008 - August 2011
Fidelity Investments February 2000 - February 2008
Putnam Investments January 1993 - February 2000
Skills
Financial Services, Defined Benefit, 401k, Mutual Funds, Relationship Management, Series 63, Outsourcing, Process Improvement, Securities, Retirement, Employee Benefits, Investments, Business Analysis, Series 7, Client Services, Vendor Management, Risk Management, Project Management, Asset Management, Visio, Pensions, Team Leadership, Leadership, Management, Community Outreach, Motivational Speaking, Collaborative Problem...
Education
Clark University 2006 — 2008
MBA, Business Administration and Management, General
Eastern Nazarene College 1990 — 1993
Bachelor of Science (BS), Business Administration, Management and Operations
Newbury College
Associate of Science (A.S.), Culinary Arts/Chef Training
Scott Toth, MBA. PMP's Fidelity Investments Experience June 2006 - 2007
Job Director, Project and Operational Performance at The TJX Companies, Inc.
Industry Information Technology and Services
Experience
The TJX Companies, Inc. June 2014 - Present
The Hanover Insurance Group June 2012 - June 2014
Polycom January 2011 - June 2012
Staples Inc. June 2010 - 2011
Monster February 2007 - 2010
Fidelity Investments June 2006 - 2007
Fidelity Investments March 2004 - May 2006
Fidelity Investments August 2002 - March 2004
Fidelity Investments October 1998 - July 2002
Fidelity Investments September 1996 - October 1998
Skills
PMO, Project Management, Process Improvement, Project Portfolio..., Program Management, Product Management, Cross-functional Team..., Project Planning, Business Process..., Vendor Management, Business Analysis, ITIL, Resource Management, Strategy, SDLC, Requirements Gathering, Business Requirements, PMP, Quality Assurance, Software Project..., Outsourcing, MS Project, Change Management, Product Marketing, Customer Service, CRM, Product Development, Team Leadership, Global Management, International Project..., Agile Project Management, Virtual Teams, Six Sigma, MBA Finance, GTM, Infrastructure Projects, PMI, Issues Management, Project Implementation, Conflict Management, Sales Support, Strategy Development, Business Reviews, Global Marketing, Global Operations, Client Communications, Team Motivator, Talent Developer, People Management
Education
Clark University 1998 — 2000
MBA, Finance concentration
Shrewsbury High School
Stonehill College
BS, Finance
The TJX Companies, Inc. June 2014 - Present
The Hanover Insurance Group June 2012 - June 2014
Polycom January 2011 - June 2012
Staples Inc. June 2010 - 2011
Monster February 2007 - 2010
Fidelity Investments June 2006 - 2007
Fidelity Investments March 2004 - May 2006
Fidelity Investments August 2002 - March 2004
Fidelity Investments October 1998 - July 2002
Fidelity Investments September 1996 - October 1998
Skills
PMO, Project Management, Process Improvement, Project Portfolio..., Program Management, Product Management, Cross-functional Team..., Project Planning, Business Process..., Vendor Management, Business Analysis, ITIL, Resource Management, Strategy, SDLC, Requirements Gathering, Business Requirements, PMP, Quality Assurance, Software Project..., Outsourcing, MS Project, Change Management, Product Marketing, Customer Service, CRM, Product Development, Team Leadership, Global Management, International Project..., Agile Project Management, Virtual Teams, Six Sigma, MBA Finance, GTM, Infrastructure Projects, PMI, Issues Management, Project Implementation, Conflict Management, Sales Support, Strategy Development, Business Reviews, Global Marketing, Global Operations, Client Communications, Team Motivator, Talent Developer, People Management
Education
Clark University 1998 — 2000
MBA, Finance concentration
Shrewsbury High School
Stonehill College
BS, Finance
Jim Fosberry's Fidelity Investments Experience 1998 - 2002
Job Software Quality Advisor at CVS Health
Industry Computer Software
Experience
CVS Health January 2015 - Present
LeapFrog Systems March 2013 - January 2015
LeapFrog Systems January 2013 - December 2014
Jesse Burkett Little League 2011 - 2014
Deltek October 2009 - November 2012
Deltek June 2006 - October 2009
Deltek, Inc. March 2005 - June 2006
LeapFrog Systems 2004 - 2005
Subito Technologies 2003 - 2004
Fidelity Investments 1998 - 2002
Skills
Software Quality..., Software Analysis, Process Implementation, Quality Assurance, CRM, Software, SDLC, User Acceptance Testing, Agile Methodologies, Test Automation, Quality Center, Requirements Analysis, Testing, Waterfall, Scrum, SaaS, Databases, Software Documentation, Software Development, .NET, Project Management, Management, Software Project..., Integration, Enterprise Software, Business Analysis, Microsoft SQL Server, SQL, SharePoint, Program Management, Process Improvement, HP Quality Center, Interpersonal...
Education
International Institute for Software Testing 2013 — 2013
Certificate in Software Testing, Software Test Engineering, Pass
HDI ITIL Lite 2010 — 2010
Seminar, ITIL
Clark University 1997 — 1998
Certification, Microsoft Windows Administration
Worcester State College 1988 — 1992
Bachelors, Business Administration
Gloucester High School 1984 — 1988
Diploma, General High School Degree
CVS Health January 2015 - Present
LeapFrog Systems March 2013 - January 2015
LeapFrog Systems January 2013 - December 2014
Jesse Burkett Little League 2011 - 2014
Deltek October 2009 - November 2012
Deltek June 2006 - October 2009
Deltek, Inc. March 2005 - June 2006
LeapFrog Systems 2004 - 2005
Subito Technologies 2003 - 2004
Fidelity Investments 1998 - 2002
Skills
Software Quality..., Software Analysis, Process Implementation, Quality Assurance, CRM, Software, SDLC, User Acceptance Testing, Agile Methodologies, Test Automation, Quality Center, Requirements Analysis, Testing, Waterfall, Scrum, SaaS, Databases, Software Documentation, Software Development, .NET, Project Management, Management, Software Project..., Integration, Enterprise Software, Business Analysis, Microsoft SQL Server, SQL, SharePoint, Program Management, Process Improvement, HP Quality Center, Interpersonal...
Education
International Institute for Software Testing 2013 — 2013
Certificate in Software Testing, Software Test Engineering, Pass
HDI ITIL Lite 2010 — 2010
Seminar, ITIL
Clark University 1997 — 1998
Certification, Microsoft Windows Administration
Worcester State College 1988 — 1992
Bachelors, Business Administration
Gloucester High School 1984 — 1988
Diploma, General High School Degree
Mara Cronin's Fidelity Investments Experience October 2006 - Present
Job Sr. Executive Secretary at Fidelity Investments
Industry Executive Office
Experience
Fidelity Investments October 2006 - Present
Youth Sports USA 2001 - 2006
YSUSA 2001 - 2006
Skills
Administrative..., Office Management, PowerPoint, Microsoft Excel, Microsoft Office, SharePoint, Customer Service, Process Scheduler, Event Management, Strategic Planning, Travel Arrangements, Advertising, Event Planning, Microsoft Word, Software Documentation, Leadership, Team Building, Access, Administrative...
Education
Clark University 1998 — 2001
Computer Graphics and Web Design, Graphic and Web Design
North Quincy High School 1988 — 1991
Fidelity Investments October 2006 - Present
Youth Sports USA 2001 - 2006
YSUSA 2001 - 2006
Skills
Administrative..., Office Management, PowerPoint, Microsoft Excel, Microsoft Office, SharePoint, Customer Service, Process Scheduler, Event Management, Strategic Planning, Travel Arrangements, Advertising, Event Planning, Microsoft Word, Software Documentation, Leadership, Team Building, Access, Administrative...
Education
Clark University 1998 — 2001
Computer Graphics and Web Design, Graphic and Web Design
North Quincy High School 1988 — 1991
Michael Salafia's Fidelity Investments Experience June 2006 - March 2007
Job Tier 2 Technician at AAC Inc
Industry Information Services
Experience
GSA May 2014 - Present
Nice Guy Computer Services of Cape Cod August 2009 - Present
Ron Burton Training Village June 2000 - Present
GENERAL SERVICES ADMINISTRATION (GSA) (through AAC) February 2014 - March 2014
GENERAL SERVICES ADMINISTRATION (GSA) (through Catapult Technology) January 2009 - December 2013
GENERAL SERVICES ADMINISTRATION (GSA) (through Catapult Technology) January 2008 - February 2009
INSIGHT (through The Computer Merchant, Ltd) November 2007 - January 2008
HOUSEWORKS March 2007 - October 2007
FIDELITY INVESTMENTS June 2006 - March 2007
EARTH TECH July 2001 - June 2006
Skills
Outlook, Microsoft Office, Dreamweaver, Microsoft Excel, Social Media, Team Building, Non-profits, Windows 7, Technical Support, Troubleshooting, Active Directory, Hardware, XP, Windows XP Pro, Citrix, Blackberry, Government
Education
Clark University
PC Service and Support Specialist certification in preparation for A+ desktop support Program, 4.0
Dean College 1993 — 1995
Associate's degree, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Marian High School 1989 — 1993
GSA May 2014 - Present
Nice Guy Computer Services of Cape Cod August 2009 - Present
Ron Burton Training Village June 2000 - Present
GENERAL SERVICES ADMINISTRATION (GSA) (through AAC) February 2014 - March 2014
GENERAL SERVICES ADMINISTRATION (GSA) (through Catapult Technology) January 2009 - December 2013
GENERAL SERVICES ADMINISTRATION (GSA) (through Catapult Technology) January 2008 - February 2009
INSIGHT (through The Computer Merchant, Ltd) November 2007 - January 2008
HOUSEWORKS March 2007 - October 2007
FIDELITY INVESTMENTS June 2006 - March 2007
EARTH TECH July 2001 - June 2006
Skills
Outlook, Microsoft Office, Dreamweaver, Microsoft Excel, Social Media, Team Building, Non-profits, Windows 7, Technical Support, Troubleshooting, Active Directory, Hardware, XP, Windows XP Pro, Citrix, Blackberry, Government
Education
Clark University
PC Service and Support Specialist certification in preparation for A+ desktop support Program, 4.0
Dean College 1993 — 1995
Associate's degree, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Marian High School 1989 — 1993
Fariha Kamal's Fidelity Investments Experience September 2001 - July 2006
Job Economist
Industry Research
Experience
U.S. Census Bureau April 2015 - Present
U.S. Census Bureau - Center for Economic Studies August 2011 - March 2015
Fidelity Investments September 2001 - July 2006
Skills
Economics, Economic Research, SAS, Stata, Econometrics, Quantitative Analytics, Statistical Modeling, Statistics, Macroeconomics, Data Analysis, International..., Financial Analysis, Risk Management, System Administration, Corporate Finance
Education
Syracuse University 2006 — 2011
Doctor of Philosophy (PhD), Economics
Clark University 2002 — 2006
Master of Business Administration (MBA), Finance
Mount Holyoke College 1997 — 2001
Bachelor of Arts (B.A.), Economics, magna cum laude
U.S. Census Bureau April 2015 - Present
U.S. Census Bureau - Center for Economic Studies August 2011 - March 2015
Fidelity Investments September 2001 - July 2006
Skills
Economics, Economic Research, SAS, Stata, Econometrics, Quantitative Analytics, Statistical Modeling, Statistics, Macroeconomics, Data Analysis, International..., Financial Analysis, Risk Management, System Administration, Corporate Finance
Education
Syracuse University 2006 — 2011
Doctor of Philosophy (PhD), Economics
Clark University 2002 — 2006
Master of Business Administration (MBA), Finance
Mount Holyoke College 1997 — 2001
Bachelor of Arts (B.A.), Economics, magna cum laude
Gerald Capra's Fidelity Investments Experience 1996 - 1997
Job Sr. Development Engineer at Waters Corp
Industry Computer Software
Experience
Waters Corp January 2001 - Present
IBM 1998 - 2001
Data General Clariion 1997 - 1998
JPMorgan Chase 1996 - 1997
Fidelity Investments 1996 - 1997
IBM 1994 - 1996
University of Massachusetts Medical Center 1992 - 1994
Digital Equipment Corp 1986 - 1992
Data General Corporation 1981 - 1986
Skills
Quality Assurance, Windows, Lotus Notes, SQL, Testing, Citrix Metaframe, Unix, Linux, Windows Server 2003, Windows Server 2008, Windows 7, Windows Server, Oracle SQL, Oracle Applications, Databases, Software Documentation, Integration, Cross-functional Team...
Education
Clark University
Master of Business Administration (M.B.A.), Finance and Management
University of Massachusetts, Amherst
Bachelor’s Degree, Business Management and Finance
Westborough high
Waters Corp January 2001 - Present
IBM 1998 - 2001
Data General Clariion 1997 - 1998
JPMorgan Chase 1996 - 1997
Fidelity Investments 1996 - 1997
IBM 1994 - 1996
University of Massachusetts Medical Center 1992 - 1994
Digital Equipment Corp 1986 - 1992
Data General Corporation 1981 - 1986
Skills
Quality Assurance, Windows, Lotus Notes, SQL, Testing, Citrix Metaframe, Unix, Linux, Windows Server 2003, Windows Server 2008, Windows 7, Windows Server, Oracle SQL, Oracle Applications, Databases, Software Documentation, Integration, Cross-functional Team...
Education
Clark University
Master of Business Administration (M.B.A.), Finance and Management
University of Massachusetts, Amherst
Bachelor’s Degree, Business Management and Finance
Westborough high
Elizabeth Giangrande's Fidelity Investments Experience 2007 - 2010
Job Public Engagement Manager at Destination Worcester, Massachusetts
Industry Marketing and Advertising
Experience
Destination Worcester and Worcester Cultural Coalition September 2014 - Present
City of Worcester - Worcester Public Library December 2012 - August 2014
Fidelity Investments 2007 - 2010
Fallon Community Health Plan 2002 - 2007
Worcester Common Outlets 1998 - 2002
Skills
Marketing Communications, Communication, Consulting, Public Relations, Event Planning, Graphic Design, Branding, Advertising, Copywriting, Corporate Communications, Customer Service, Internal Communications, Editing, Leadership, Management, Marketing, Newsletters, Public Speaking, Strategic Communications, Social Media
Education
Clark University 2002 — 2005
Master of Science, Professional Communication
Westfield State University 1990 — 1994
Bachelor of Science, Business Management and Marketing
Becker College
Certificate in Graphic Design
Destination Worcester and Worcester Cultural Coalition September 2014 - Present
City of Worcester - Worcester Public Library December 2012 - August 2014
Fidelity Investments 2007 - 2010
Fallon Community Health Plan 2002 - 2007
Worcester Common Outlets 1998 - 2002
Skills
Marketing Communications, Communication, Consulting, Public Relations, Event Planning, Graphic Design, Branding, Advertising, Copywriting, Corporate Communications, Customer Service, Internal Communications, Editing, Leadership, Management, Marketing, Newsletters, Public Speaking, Strategic Communications, Social Media
Education
Clark University 2002 — 2005
Master of Science, Professional Communication
Westfield State University 1990 — 1994
Bachelor of Science, Business Management and Marketing
Becker College
Certificate in Graphic Design
Weigen Jin's Fidelity Investments Experience 2001 - 2008
Job Company at Marlborough
Industry Information Technology and Services
Experience
Company at Marlborough February 2008 - Present
Fidelity Investments 2001 - 2008
Rational Software 1999 - 2000
Electric Insurance Company (Division of GE) 1999 - 2000
Skills
Software Development
Education
Clark University
Ph.D, Geographic Information System
Company at Marlborough February 2008 - Present
Fidelity Investments 2001 - 2008
Rational Software 1999 - 2000
Electric Insurance Company (Division of GE) 1999 - 2000
Skills
Software Development
Education
Clark University
Ph.D, Geographic Information System
Michele Sironen's Fidelity Investments Experience July 2007 - December 2009
Job Test Manager at BB&T
Industry Financial Services
Experience
BB&T August 2012 - Present
Adecco Group April 2012 - August 2012
Cognizant Technology Solutions January 2010 - June 2012
Fidelity Investments July 2007 - December 2009
Nicole Travel Services Ltd. January 1990 - September 2007
Fidelity Investments October 2005 - June 2007
Fidelity Investments March 2004 - October 2005
Fidelity Investments January 2002 - March 2004
Duke Engineering December 1979 - December 2001
YAEC July 1979 - December 1997
Skills
Quality Assurance, Testing, project management, Software Quality..., Scrum, Budgeting, Requirements Analysis, Test Management, Agile, Project Planning, Process Improvement, Process Development, Six Sigma, Program Management, MS Project, Business Analysis, Software Project..., People Management, Documentation, User Acceptance Testing, Metrics, Team Management, Agile Methodologies, Management, Project Management, Regression Testing, Release Management, Software Development, Software Documentation, Test Planning
Education
Clark University 1987 — 1993
MBA
Lehigh University 1976 — 1979
Gettysburg College 1972 — 1976
Bachelor of Arts
BB&T August 2012 - Present
Adecco Group April 2012 - August 2012
Cognizant Technology Solutions January 2010 - June 2012
Fidelity Investments July 2007 - December 2009
Nicole Travel Services Ltd. January 1990 - September 2007
Fidelity Investments October 2005 - June 2007
Fidelity Investments March 2004 - October 2005
Fidelity Investments January 2002 - March 2004
Duke Engineering December 1979 - December 2001
YAEC July 1979 - December 1997
Skills
Quality Assurance, Testing, project management, Software Quality..., Scrum, Budgeting, Requirements Analysis, Test Management, Agile, Project Planning, Process Improvement, Process Development, Six Sigma, Program Management, MS Project, Business Analysis, Software Project..., People Management, Documentation, User Acceptance Testing, Metrics, Team Management, Agile Methodologies, Management, Project Management, Regression Testing, Release Management, Software Development, Software Documentation, Test Planning
Education
Clark University 1987 — 1993
MBA
Lehigh University 1976 — 1979
Gettysburg College 1972 — 1976
Bachelor of Arts
Lieu, Quan's Fidelity Investments Experience June 2006 - October 2009
Job Financial Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - October 2009
Fidelity Investments June 2006 - October 2009
Fidelity Investments June 2006 - October 2009
Charter Communications October 2003 - June 2006
Charter Communications October 2003 - June 2006
Education
Clark University
MBA, Global Business
Worcester State University
Bachelor of Arts, Spanish
Fidelity Investments June 2006 - October 2009
Fidelity Investments June 2006 - October 2009
Fidelity Investments June 2006 - October 2009
Charter Communications October 2003 - June 2006
Charter Communications October 2003 - June 2006
Education
Clark University
MBA, Global Business
Worcester State University
Bachelor of Arts, Spanish
Seth Voss's Fidelity Investments Experience January 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments April 2002 - December 2011
John Hancock Funds October 1998 - March 2002
Fidelity Investments May 1995 - September 1998
Education
Clark University 1991 — 1995
BA, English (Focus Medieval Literature)
American School in London 1988 — 1991
Fidelity Investments January 2012 - Present
Fidelity Investments April 2002 - December 2011
John Hancock Funds October 1998 - March 2002
Fidelity Investments May 1995 - September 1998
Education
Clark University 1991 — 1995
BA, English (Focus Medieval Literature)
American School in London 1988 — 1991
Mike Prentis's Fidelity Investments Experience September 2011 - December 2011
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
Fidelity Investments - Consultant June 2015 - Present
Citizens Bank October 2014 - May 2015
Citizens Bank November 2013 - July 2014
Citizens Bank April 2012 - November 2013
Fidelity Investments September 2011 - December 2011
Siemens / MFS - Boston April 2008 - March 2011
Fidelity Investments June 2005 - March 2008
Stream November 2004 - April 2005
Harvard Pilgrim Healthcare March 2004 - September 2004
Value Options February 2001 - July 2002
Skills
Crystal Reports, ITIL, Analysis, Access, Visio, Process Improvement, Requirements Analysis, Business Analysis, Software Documentation, Databases, Business Intelligence, Testing, SQL, Project Management, Requirements Gathering, Data Warehousing, Microsoft SQL Server
Education
Clark University 2001 — 2001
Certificate, Web MAster
Northeastern University 1983 — 1989
Fidelity Investments - Consultant June 2015 - Present
Citizens Bank October 2014 - May 2015
Citizens Bank November 2013 - July 2014
Citizens Bank April 2012 - November 2013
Fidelity Investments September 2011 - December 2011
Siemens / MFS - Boston April 2008 - March 2011
Fidelity Investments June 2005 - March 2008
Stream November 2004 - April 2005
Harvard Pilgrim Healthcare March 2004 - September 2004
Value Options February 2001 - July 2002
Skills
Crystal Reports, ITIL, Analysis, Access, Visio, Process Improvement, Requirements Analysis, Business Analysis, Software Documentation, Databases, Business Intelligence, Testing, SQL, Project Management, Requirements Gathering, Data Warehousing, Microsoft SQL Server
Education
Clark University 2001 — 2001
Certificate, Web MAster
Northeastern University 1983 — 1989
Margot Raffenetti's Fidelity Investments Experience January 2010 - June 2012
Job Executive Search Consultant
Industry Financial Services
Experience
BestExec Recruitment Solutions September 2014 - Present
Fidelity Investments January 2010 - June 2012
Fidelity Investments 2007 - 2010
Fidelity 2005 - 2007
Fidelity Investments 2004 - 2005
Skills
PMP, Financial Services, Business Analysis, Process Improvement, Program Management, Vendor Management, PMO, Project Management, Project Portfolio..., Metrics, Business Process..., Business Requirements, Visio, Relationship Management, Requirements Gathering, Call Centers, Management, Strategic Planning, Consulting, Executive Search, Leadership, Recruiting, Sales
Education
Clark University 2006 — 2010
MBA, Management
University of Vermont 1992 — 1996
Bachelor of Science, Applied Economics
BestExec Recruitment Solutions September 2014 - Present
Fidelity Investments January 2010 - June 2012
Fidelity Investments 2007 - 2010
Fidelity 2005 - 2007
Fidelity Investments 2004 - 2005
Skills
PMP, Financial Services, Business Analysis, Process Improvement, Program Management, Vendor Management, PMO, Project Management, Project Portfolio..., Metrics, Business Process..., Business Requirements, Visio, Relationship Management, Requirements Gathering, Call Centers, Management, Strategic Planning, Consulting, Executive Search, Leadership, Recruiting, Sales
Education
Clark University 2006 — 2010
MBA, Management
University of Vermont 1992 — 1996
Bachelor of Science, Applied Economics
Tiffany McElliott's Fidelity Investments Experience April 2005 - Present
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2005 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Process Improvement, Microsoft Office
Education
Clark University 1985 — 1988
UNH
Fidelity Investments April 2005 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Process Improvement, Microsoft Office
Education
Clark University 1985 — 1988
UNH
Peter Ott's Fidelity Investments Experience July 2008 - August 2010
Job Director, Business Intelligence at Clarks, North America
Industry Financial Services
Experience
Clarks, North America September 2010 - Present
Fidelity Investments July 2008 - August 2010
Fidelity Investments 2004 - 2008
DataLynx Technologies 1999 - 2002
DataLynx Technologies 1999 - 2002
Information Builders 1993 - 1995
Skills
Business Intelligence, Vendor Management, Leadership, Risk Management, Strategic Planning, Enterprise Architecture, SDLC, Requirements Analysis, Outsourcing, Program Management, Process Improvement, Resource Management, Analytics, IT Operations, Data Warehousing, Visio, Software Project..., Microsoft SQL Server, Business Analysis, Oracle, IT Strategy, Solution Architecture, Project Portfolio..., SQL, Team Leadership, Requirements Gathering, Cross-functional Team..., Enterprise Software, IT Management, ERP, Integration, Databases, Business Process..., Agile Methodologies, Troubleshooting, Six Sigma, Business Process, Project Management, CRM, SharePoint
Education
Clark University 2006 — 2010
MBA, Information Technology
University of Massachusetts Lowell 1981 — 1986
BS, Industrial Technology
Clarks, North America September 2010 - Present
Fidelity Investments July 2008 - August 2010
Fidelity Investments 2004 - 2008
DataLynx Technologies 1999 - 2002
DataLynx Technologies 1999 - 2002
Information Builders 1993 - 1995
Skills
Business Intelligence, Vendor Management, Leadership, Risk Management, Strategic Planning, Enterprise Architecture, SDLC, Requirements Analysis, Outsourcing, Program Management, Process Improvement, Resource Management, Analytics, IT Operations, Data Warehousing, Visio, Software Project..., Microsoft SQL Server, Business Analysis, Oracle, IT Strategy, Solution Architecture, Project Portfolio..., SQL, Team Leadership, Requirements Gathering, Cross-functional Team..., Enterprise Software, IT Management, ERP, Integration, Databases, Business Process..., Agile Methodologies, Troubleshooting, Six Sigma, Business Process, Project Management, CRM, SharePoint
Education
Clark University 2006 — 2010
MBA, Information Technology
University of Massachusetts Lowell 1981 — 1986
BS, Industrial Technology
Peter Swart's Fidelity Investments Experience 2003 - 2005
Job Director of Operations at Veritude
Industry Staffing and Recruiting
Experience
Veritude - Fidelity Investments August 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Operations Management, Project Management, Reporting & Analysis, Client Services, Financial Reporting, Performance Enhancement, Business Process...
Education
Clark University 1983 — 1987
BA, Economics
Veritude - Fidelity Investments August 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Operations Management, Project Management, Reporting & Analysis, Client Services, Financial Reporting, Performance Enhancement, Business Process...
Education
Clark University 1983 — 1987
BA, Economics
Eileen LaBella's Fidelity Investments Experience July 2004 - November 2009
Job Senior Project Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services October 2009 - April 2015
Fidelity Investments July 2004 - November 2009
CVS/Pharnacy-CVS Corporation 1999 - 2004
Skills
SDLC, Business Requirements, Vendor Management, User Acceptance Testing, Resource Management, Business Analysis, Waterfall, Requirements Analysis, Visio, Software Project..., Financial Services, Business Process..., Requirements Gathering, Process Improvement, Risk Management, MS Project, Program Management, Quality Assurance, SharePoint, Integration, Project Management, PMP, Agile Methodologies, Project Planning
Education
Clark University 1996 — 1996
certificate, Client/Server Development
Stockton University
BS, Accounting
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services October 2009 - April 2015
Fidelity Investments July 2004 - November 2009
CVS/Pharnacy-CVS Corporation 1999 - 2004
Skills
SDLC, Business Requirements, Vendor Management, User Acceptance Testing, Resource Management, Business Analysis, Waterfall, Requirements Analysis, Visio, Software Project..., Financial Services, Business Process..., Requirements Gathering, Process Improvement, Risk Management, MS Project, Program Management, Quality Assurance, SharePoint, Integration, Project Management, PMP, Agile Methodologies, Project Planning
Education
Clark University 1996 — 1996
certificate, Client/Server Development
Stockton University
BS, Accounting
Kimberly Boucher, MBA's Fidelity Investments Experience March 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Pioneer Investments October 2009 - March 2015
Pioneer Investments September 2005 - February 2010
American Express September 2002 - September 2005
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Investments, Series 7, Asset Allocation, Relationship Management
Education
Suffolk University - Sawyer Business School 2007 — 2011
Masters, Strategic Management, MBA
Clark University 1998 — 2002
B.A., International Relations and German Studies
Universität Trier 2000 — 2001
German Studies and Government
York High School; York, ME 1994 — 1998
High School Diploma
Fidelity Investments March 2015 - Present
Pioneer Investments October 2009 - March 2015
Pioneer Investments September 2005 - February 2010
American Express September 2002 - September 2005
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Investments, Series 7, Asset Allocation, Relationship Management
Education
Suffolk University - Sawyer Business School 2007 — 2011
Masters, Strategic Management, MBA
Clark University 1998 — 2002
B.A., International Relations and German Studies
Universität Trier 2000 — 2001
German Studies and Government
York High School; York, ME 1994 — 1998
High School Diploma
Robert McLoughlin's Fidelity Investments Experience October 2008 - March 2010
Job IT Project Manager
Industry Financial Services
Experience
Human Resources Administration NYC September 2014 - Present
Citi March 2010 - November 2012
Fidelity Investments October 2008 - March 2010
Smith Barney February 1993 - March 2007
Drexel Burnham Lambert 1981 - 1991
Skills
Equities, SDLC, Vendor Management, Risk Management, IT Strategy, Business Analysis, Trading Systems, Fixed Income, Project Management, Securities, Investment Banking
Education
Clark University 1969 — 1973
Bachelor of Arts (B.A.), History
Stuyvesant HS 1966 — 1969
High School
Human Resources Administration NYC September 2014 - Present
Citi March 2010 - November 2012
Fidelity Investments October 2008 - March 2010
Smith Barney February 1993 - March 2007
Drexel Burnham Lambert 1981 - 1991
Skills
Equities, SDLC, Vendor Management, Risk Management, IT Strategy, Business Analysis, Trading Systems, Fixed Income, Project Management, Securities, Investment Banking
Education
Clark University 1969 — 1973
Bachelor of Arts (B.A.), History
Stuyvesant HS 1966 — 1969
High School
Melissa Spury's Fidelity Investments Experience October 2012 - September 2014
Job Communications Strategist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
Fidelity Investments October 2012 - September 2014
Tupperware Brands October 2010 - September 2013
Fidelity Investments January 2011 - October 2012
Fidelity Investments January 1999 - February 2011
Fidelity Investments July 2007 - December 2009
Fidelity Investments November 2005 - July 2007
Fidelity Investments November 2003 - November 2005
Skills
Retirement, Program Management, Management, Investments, Series 7, Financial Services, Series 63, Mutual Funds, Series 6, Relationship Management, FINRA, Training, 401k, Insurance, Business Analysis
Education
Clark University 2000 — 2003
Master's, Business Administration; Management Information Systems
Springfield College 1993 — 1997
Bachelor of Science Degree, Sport Management
EMPOWER Retirement September 2014 - Present
Fidelity Investments October 2012 - September 2014
Tupperware Brands October 2010 - September 2013
Fidelity Investments January 2011 - October 2012
Fidelity Investments January 1999 - February 2011
Fidelity Investments July 2007 - December 2009
Fidelity Investments November 2005 - July 2007
Fidelity Investments November 2003 - November 2005
Skills
Retirement, Program Management, Management, Investments, Series 7, Financial Services, Series 63, Mutual Funds, Series 6, Relationship Management, FINRA, Training, 401k, Insurance, Business Analysis
Education
Clark University 2000 — 2003
Master's, Business Administration; Management Information Systems
Springfield College 1993 — 1997
Bachelor of Science Degree, Sport Management
Jim Smalley, CFA's Fidelity Investments Experience 2012 - 2012
Job Project Manager at Synergetics A Worldwide Resource For Business Problem Solving
Industry Venture Capital & Private Equity
Experience
R.J. Finlay & Co. February 2009 - February 2012
Fidelity Investments 2012 - 2012
Southern New Hampshire University January 2001 - January 2010
Galleon Investment Counsel & Asset Management June 2001 - January 2009
William Mann Compnay March 2000 - June 2001
Skills
Financial Analysis, Financial Modeling, Valuation, Business Analysis, Corporate Finance, Capital Budgeting, Budget Analysis, Financial Planning, Key Performance..., Investments, GAAP, ROIC, KPI, NPV, DCF, Excel, VBA, CFA, Finance, Cash Flow, Microsoft Excel, Portfolio Management, Strategic Financial..., Financial Reporting, General Ledger, Budgets, QuickBooks
Education
Clark University 1989 — 1992
MBA
Fordham University
BA
R.J. Finlay & Co. February 2009 - February 2012
Fidelity Investments 2012 - 2012
Southern New Hampshire University January 2001 - January 2010
Galleon Investment Counsel & Asset Management June 2001 - January 2009
William Mann Compnay March 2000 - June 2001
Skills
Financial Analysis, Financial Modeling, Valuation, Business Analysis, Corporate Finance, Capital Budgeting, Budget Analysis, Financial Planning, Key Performance..., Investments, GAAP, ROIC, KPI, NPV, DCF, Excel, VBA, CFA, Finance, Cash Flow, Microsoft Excel, Portfolio Management, Strategic Financial..., Financial Reporting, General Ledger, Budgets, QuickBooks
Education
Clark University 1989 — 1992
MBA
Fordham University
BA
Mariya Gapon's Fidelity Investments Experience December 2004 - May 2005
Job IT Project Manager at Staples
Industry Computer Software
Experience
Staples February 2014 - Present
Staples (Contractor through Randstad) June 2013 - February 2014
Accenture (Contractor) January 2013 - June 2013
NetCracker October 2007 - July 2012
Fidelity Investments December 2004 - May 2005
Children's Hospital Boston December 2003 - December 2004
Embassy CES - Study Group December 2001 - December 2004
Skills
Software Project..., Quality Assurance, Integration, Systems Analysis, Pre-sales, Risk Management, Product Management, Agile Methodologies, CRM, Process Improvement, Change Management, Budgets, Requirements Analysis, Business Process, Project Finance, Program Management, Requirements Gathering, Business Development, Project Delivery, PMO, SDLC, Project Portfolio..., Management
Education
Clark University 2006 — 2007
MBA, Global Business and Finance
Clark University 2000 — 2004
Bachelor of Arts (B.A.), International Economics
Staples February 2014 - Present
Staples (Contractor through Randstad) June 2013 - February 2014
Accenture (Contractor) January 2013 - June 2013
NetCracker October 2007 - July 2012
Fidelity Investments December 2004 - May 2005
Children's Hospital Boston December 2003 - December 2004
Embassy CES - Study Group December 2001 - December 2004
Skills
Software Project..., Quality Assurance, Integration, Systems Analysis, Pre-sales, Risk Management, Product Management, Agile Methodologies, CRM, Process Improvement, Change Management, Budgets, Requirements Analysis, Business Process, Project Finance, Program Management, Requirements Gathering, Business Development, Project Delivery, PMO, SDLC, Project Portfolio..., Management
Education
Clark University 2006 — 2007
MBA, Global Business and Finance
Clark University 2000 — 2004
Bachelor of Arts (B.A.), International Economics
Shelley Butler's Fidelity Investments Experience March 2015 - June 2015
Job Senior Business Analyst Contractor at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2015 - June 2015
Fidelity Investments April 2012 - March 2015
Remax Business December 2011 - April 2012
FirstBest Systems, Inc. September 2011 - December 2011
Sleep HealthCenters May 2011 - September 2011
Liberty Mutual June 2006 - March 2009
state street 2003 - 2004
Citizens Bank 2002 - 2003
state street 2000 - 2001
Kforce 2000 - 2001
Skills
Business Analysis, Insurance, Customer Service, Analysis, Project Management, Salesforce.com, Microsoft Excel, Team Building, Strategic Planning, Program Management, Microsoft Office, Management Consulting, Budgets, Financial Analysis, Management, Microsoft Word, SDLC, Asset Managment, Business Requirements, Project Planning, Asset Management, Vendor Management, Visio, Requirements Analysis, Process Improvement, Databases, PowerPoint, Risk Management, Access, Accounting, Business Development, Business Intelligence, Business Process, Business Process..., CRM, Change Management, Data Analysis, Human Resources, MS Project, Marketing, Negotiation, New Business Development, Recruiting, Requirements Gathering, Sales, SharePoint, Software Documentation, Team Leadership, Training
Education
Clark University 2000 — 2000
Certificate, Client/Server Programming
University of Massachusetts Dartmouth 1991 — 1996
Bachelors, Elementary Education and Humanities and Social Sciences
Fidelity Investments March 2015 - June 2015
Fidelity Investments April 2012 - March 2015
Remax Business December 2011 - April 2012
FirstBest Systems, Inc. September 2011 - December 2011
Sleep HealthCenters May 2011 - September 2011
Liberty Mutual June 2006 - March 2009
state street 2003 - 2004
Citizens Bank 2002 - 2003
state street 2000 - 2001
Kforce 2000 - 2001
Skills
Business Analysis, Insurance, Customer Service, Analysis, Project Management, Salesforce.com, Microsoft Excel, Team Building, Strategic Planning, Program Management, Microsoft Office, Management Consulting, Budgets, Financial Analysis, Management, Microsoft Word, SDLC, Asset Managment, Business Requirements, Project Planning, Asset Management, Vendor Management, Visio, Requirements Analysis, Process Improvement, Databases, PowerPoint, Risk Management, Access, Accounting, Business Development, Business Intelligence, Business Process, Business Process..., CRM, Change Management, Data Analysis, Human Resources, MS Project, Marketing, Negotiation, New Business Development, Recruiting, Requirements Gathering, Sales, SharePoint, Software Documentation, Team Leadership, Training
Education
Clark University 2000 — 2000
Certificate, Client/Server Programming
University of Massachusetts Dartmouth 1991 — 1996
Bachelors, Elementary Education and Humanities and Social Sciences
Tom St. Jean's Fidelity Investments Experience 2015 - Present
Job Senior Operations and Client Services Professional
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
BNY Mellon Asset Servicing 2005 - 2014
The Boston Company Asset Management 1998 - 2003
Mellon Financial 1995 - 1998
Mellon Financial 1988 - 1995
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Corporate Actions, Portfolio Management, Hedge Funds, Alternative Investments, Relationship Management, Asset Managment, Investments, Risk Management, Derivatives, Transfer Agency, Process Improvement, settlement, DTC, Global Custody, Vendor Management, Back Office, NSCC, Asset Management, Settlement
Education
Clark University
Master of Business Administration, Finance
College of the Holy Cross 1983 — 1987
Bachelor of Arts, Economics
Fidelity Investments 2015 - Present
BNY Mellon Asset Servicing 2005 - 2014
The Boston Company Asset Management 1998 - 2003
Mellon Financial 1995 - 1998
Mellon Financial 1988 - 1995
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Corporate Actions, Portfolio Management, Hedge Funds, Alternative Investments, Relationship Management, Asset Managment, Investments, Risk Management, Derivatives, Transfer Agency, Process Improvement, settlement, DTC, Global Custody, Vendor Management, Back Office, NSCC, Asset Management, Settlement
Education
Clark University
Master of Business Administration, Finance
College of the Holy Cross 1983 — 1987
Bachelor of Arts, Economics
Eric Kender's Fidelity Investments Experience October 1997 - Present
Job Principal Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1997 - Present
Education
Clark University 1991 — 1993
BS, Mathmatics & Computer Science/Information Systems
Fidelity Investments October 1997 - Present
Education
Clark University 1991 — 1993
BS, Mathmatics & Computer Science/Information Systems
Fortune Sithole's Fidelity Investments Experience November 1998 - November 2008
Job at SunGard
Industry Information Technology and Services
Experience
SunGard July 2009 - Present
Fidelity Investments November 1998 - November 2008
Education
Clark University 1997 — 1998
Vocational, Novell System Administration/ CNA
Framingham State University 1991 — 1993
Bachelors, Psychology
Gweru Teachers/ University Of Zimbabwe
Education
SunGard July 2009 - Present
Fidelity Investments November 1998 - November 2008
Education
Clark University 1997 — 1998
Vocational, Novell System Administration/ CNA
Framingham State University 1991 — 1993
Bachelors, Psychology
Gweru Teachers/ University Of Zimbabwe
Education
Louise Nemmers Mageli's Fidelity Investments Experience April 1985 - April 1988
Job Office Manager at Minneapolis Parks Foundation
Industry Nonprofit Organization Management
Experience
Minneapolis Parks Foundation October 2011 - Present
Wheezie's Kids September 2009 - Present
WomenVenture February 2011 - September 2011
Women of Wind Energy 2008 - 2008
Windustry 2008 - 2008
Metropolitian Economic Development Association 2005 - 2007
American Red Cross - Twin Cities 2000 - 2004
American Express Financial Advisors 1989 - 1997
Fidelity Investments April 1985 - April 1988
Marquette National Bank January 1982 - March 1985
Skills
Fundraising, Event Planning, Nonprofits, Non-profits
Education
Clarke University 1977 — 1981
BA, History/English
Gehlen High School, LeMars Iowa 1973 — 1977
Minneapolis Parks Foundation October 2011 - Present
Wheezie's Kids September 2009 - Present
WomenVenture February 2011 - September 2011
Women of Wind Energy 2008 - 2008
Windustry 2008 - 2008
Metropolitian Economic Development Association 2005 - 2007
American Red Cross - Twin Cities 2000 - 2004
American Express Financial Advisors 1989 - 1997
Fidelity Investments April 1985 - April 1988
Marquette National Bank January 1982 - March 1985
Skills
Fundraising, Event Planning, Nonprofits, Non-profits
Education
Clarke University 1977 — 1981
BA, History/English
Gehlen High School, LeMars Iowa 1973 — 1977
Pam Cochis's Fidelity Investments Experience Sr SWE/DevFidelity InvestmentsDecember 2000 - Present
Job Sr Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Sr SWE/DevFidelity InvestmentsDecember 2000 - Present
Education
Clark University 1986 — 1990
BA, International Relations
Fidelity Investments Sr SWE/DevFidelity InvestmentsDecember 2000 - Present
Education
Clark University 1986 — 1990
BA, International Relations
Lesley Hewitt's Fidelity Investments Experience May 2011 - Present
Job Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments February 2009 - May 2011
Fidelity Investments August 2008 - February 2009
Fidelity Investments July 2003 - August 2008
Acosta Sales & Marketing September 1989 - April 2001
Education
Clark University
Masters of Science, Communications
Fidelity Investments May 2011 - Present
Fidelity Investments February 2009 - May 2011
Fidelity Investments August 2008 - February 2009
Fidelity Investments July 2003 - August 2008
Acosta Sales & Marketing September 1989 - April 2001
Education
Clark University
Masters of Science, Communications
Edwina Hern's Fidelity Investments Experience February 2008 - March 2010
Job Senior Manager, Data Governance at Covidien
Industry Medical Devices
Experience
Covidien December 2013 - Present
Covidien March 2010 - December 2013
Fidelity Investments February 2008 - March 2010
Fidelity Investments August 2006 - February 2008
Fidelity Investments February 2005 - August 2006
Fidelity Investments March 2004 - February 2005
Fidelity Investments February 2002 - March 2004
Skills
Process Improvement, Strategy, Six Sigma, Project Planning, Management, Team Leadership, Sales, Insurance, Leadership, Cross-functional Team..., Risk Management, Testing, Program Management, Strategic Planning, Call Centers, Project Management, Employee Benefits, Vendor Management, Financial Services, Change Management, Business Analysis, Operations Management, Business Process..., Series 7
Education
Clark University 1999 — 2004
MBA, Finance
Fairfield University 1991 — 1995
BS, Finance
Bishop Feehan High School 1987 — 1991
High School
Covidien December 2013 - Present
Covidien March 2010 - December 2013
Fidelity Investments February 2008 - March 2010
Fidelity Investments August 2006 - February 2008
Fidelity Investments February 2005 - August 2006
Fidelity Investments March 2004 - February 2005
Fidelity Investments February 2002 - March 2004
Skills
Process Improvement, Strategy, Six Sigma, Project Planning, Management, Team Leadership, Sales, Insurance, Leadership, Cross-functional Team..., Risk Management, Testing, Program Management, Strategic Planning, Call Centers, Project Management, Employee Benefits, Vendor Management, Financial Services, Change Management, Business Analysis, Operations Management, Business Process..., Series 7
Education
Clark University 1999 — 2004
MBA, Finance
Fairfield University 1991 — 1995
BS, Finance
Bishop Feehan High School 1987 — 1991
High School
Matthew Tracy's Fidelity Investments Experience August 2011 - Present
Job Benefit Plan Services Leader
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments January 2007 - August 2011
Fidelity Investments July 2005 - January 2007
Skills
Defined Benefit, Retirement, Employee Benefits, Pensions, Process Improvement, ERISA, Vendor Management, Financial Services, Risk Management, Business Analysis
Education
Clark University 2001 — 2005
Masters, Business Administration
Isenberg School of Management, UMass Amherst 1996 — 1999
Bachelors, Human Resources
Gettysburg College 1994 — 1996
Undergraduate Studies
Fidelity Investments August 2011 - Present
Fidelity Investments January 2007 - August 2011
Fidelity Investments July 2005 - January 2007
Skills
Defined Benefit, Retirement, Employee Benefits, Pensions, Process Improvement, ERISA, Vendor Management, Financial Services, Risk Management, Business Analysis
Education
Clark University 2001 — 2005
Masters, Business Administration
Isenberg School of Management, UMass Amherst 1996 — 1999
Bachelors, Human Resources
Gettysburg College 1994 — 1996
Undergraduate Studies
Jeffrey F. Jeznach's Fidelity Investments Experience November 2011 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments August 2000 - March 2009
Skills
Series 63, Wealth Management, Investments, Asset Managment, Alternative Investments, Investment Advisory, Series 65, Strategic Financial..., Series 7, Series 8 Principals..., CFP, 401k
Education
Clark University 1982 — 1986
Bachelor of Arts (BA), Mathematics
Fidelity Investments November 2011 - Present
Fidelity Investments August 2000 - March 2009
Skills
Series 63, Wealth Management, Investments, Asset Managment, Alternative Investments, Investment Advisory, Series 65, Strategic Financial..., Series 7, Series 8 Principals..., CFP, 401k
Education
Clark University 1982 — 1986
Bachelor of Arts (BA), Mathematics
Chris Dennison's Fidelity Investments Experience July 2013 - Present
Job Managed Accounts Product Development Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2013 - Present
Fidelity Capital Markets January 2005 - July 2013
Banc of America Securities 2000 - 2005
Skills
Trading, Securities, Series 7, Series 63, Investments, Series 24, FINRA, Fixed Income, Wealth Management, Mutual Funds, Financial Services, Asset Management, Equities
Education
Clarkson University 1988 — 1992
BS, Economics & Psychology
Fidelity Investments July 2013 - Present
Fidelity Capital Markets January 2005 - July 2013
Banc of America Securities 2000 - 2005
Skills
Trading, Securities, Series 7, Series 63, Investments, Series 24, FINRA, Fixed Income, Wealth Management, Mutual Funds, Financial Services, Asset Management, Equities
Education
Clarkson University 1988 — 1992
BS, Economics & Psychology
Larry Morris's Fidelity Investments Experience June 2003 - August 2005
Job Field Systems Engineer for OnCommand Insight at NetApp
Industry Information Technology and Services
Experience
NetApp September 2013 - Present
NetApp June 2013 - September 2013
NetApp May 2010 - June 2013
United States Marine Corps January 2009 - May 2012
Radius Staffing Resources (for EMC) July 2009 - September 2009
Veritude (for Fidelity Investments) January 2007 - June 2007
United States Marine Corps August 2005 - March 2007
Fidelity Investments June 2003 - August 2005
Veritude (for Fidelity Investments) July 2002 - August 2002
Skills
Windows, Storage, Security Clearance, System Administration, Sales, Systems Engineering, Active Top Secret..., Military Experience, Data Storage..., Pre-Sales Consulting, Storage Area Networks, Storage Management, Enterprise Software, NAS, VMware, vSphere, SAN, Pre-sales, NetApp, VMware ESX, Cloud Computing, Virtualization
Education
Clark University 2007 — 2010
M.S., Information Technology
Worcester Polytechnic Institute 1999 — 2003
B.S., Management Information Systems
NetApp September 2013 - Present
NetApp June 2013 - September 2013
NetApp May 2010 - June 2013
United States Marine Corps January 2009 - May 2012
Radius Staffing Resources (for EMC) July 2009 - September 2009
Veritude (for Fidelity Investments) January 2007 - June 2007
United States Marine Corps August 2005 - March 2007
Fidelity Investments June 2003 - August 2005
Veritude (for Fidelity Investments) July 2002 - August 2002
Skills
Windows, Storage, Security Clearance, System Administration, Sales, Systems Engineering, Active Top Secret..., Military Experience, Data Storage..., Pre-Sales Consulting, Storage Area Networks, Storage Management, Enterprise Software, NAS, VMware, vSphere, SAN, Pre-sales, NetApp, VMware ESX, Cloud Computing, Virtualization
Education
Clark University 2007 — 2010
M.S., Information Technology
Worcester Polytechnic Institute 1999 — 2003
B.S., Management Information Systems
Al Goslin's Fidelity Investments Experience January 2005 - April 2007
Job Portfolio Manager
Industry Financial Services
Experience
A.E. Goslin Capital Management September 2011 - Present
Self Employed Hockey Instructor December 2002 - March 2011
Fidelity Capital Markets April 2007 - April 2010
Fidelity Investments January 2005 - April 2007
JP Morgan Chase December 1999 - December 2002
Skills
Licenses: FINRA Series..., Capital Markets, Options, FINRA, Trading, Equities, Bloomberg, Risk Management, Portfolio Management, Bonds, Derivatives, Fixed Income, Securities
Education
University of Massachusetts Boston 1992 — 1994
B.A
Clarkson University 1989 — 1991
A.E. Goslin Capital Management September 2011 - Present
Self Employed Hockey Instructor December 2002 - March 2011
Fidelity Capital Markets April 2007 - April 2010
Fidelity Investments January 2005 - April 2007
JP Morgan Chase December 1999 - December 2002
Skills
Licenses: FINRA Series..., Capital Markets, Options, FINRA, Trading, Equities, Bloomberg, Risk Management, Portfolio Management, Bonds, Derivatives, Fixed Income, Securities
Education
University of Massachusetts Boston 1992 — 1994
B.A
Clarkson University 1989 — 1991
Elizabeth Trumble's Fidelity Investments Experience January 2000 - January 2002
Job Senior Systems and Applications Analyst at UMass Memorial Healthcare
Industry Hospital & Health Care
Experience
UMass Memorial Medical Center November 2011 - Present
Reliant Medical Group, formerly Fallon Clinic March 2008 - November 2011
Summit Montessori March 2003 - March 2008
Fidelity Investments January 2000 - January 2002
Fidelity Employer Services Company (FESCo) January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Fidelity's Benefits Center January 1996 - January 1998
Digital Equipment Corporation 1985 - 1989
Skills
Project Management, Management, Program Management, Software Documentation, Training, Email Marketing, Employee Training, Organizational..., Vendor Management, CRM, EHR, Healthcare, Marketing, Strategy, HIPAA
Education
Center for Montessori Teacher Education
American Montessori Society Elementary I-II Credential
Massachusetts Department of Early Education and Care
Director I and II Certification
Clark University 1988 — 1992
Master, Business Administration; New Venture Management and Organizational Structure
Fairfield University 1979 — 1983
Bachelor of Arts; Fine Arts, and Communications; Radio and Television Production
Worcester Art Museum
UMass Memorial Medical Center November 2011 - Present
Reliant Medical Group, formerly Fallon Clinic March 2008 - November 2011
Summit Montessori March 2003 - March 2008
Fidelity Investments January 2000 - January 2002
Fidelity Employer Services Company (FESCo) January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Fidelity's Benefits Center January 1996 - January 1998
Digital Equipment Corporation 1985 - 1989
Skills
Project Management, Management, Program Management, Software Documentation, Training, Email Marketing, Employee Training, Organizational..., Vendor Management, CRM, EHR, Healthcare, Marketing, Strategy, HIPAA
Education
Center for Montessori Teacher Education
American Montessori Society Elementary I-II Credential
Massachusetts Department of Early Education and Care
Director I and II Certification
Clark University 1988 — 1992
Master, Business Administration; New Venture Management and Organizational Structure
Fairfield University 1979 — 1983
Bachelor of Arts; Fine Arts, and Communications; Radio and Television Production
Worcester Art Museum
Faye Baglione's Fidelity Investments Experience 1996 - 2003
Job Executive Assistant at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners May 2004 - Present
Fidelity Investments 1996 - 2003
Education
Clark University 1966 — 1970
Summit Partners May 2004 - Present
Fidelity Investments 1996 - 2003
Education
Clark University 1966 — 1970
Tina Pescheta's Fidelity Investments Experience September 2000 - Present
Job Director, Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2000 - Present
Fidelity Investments September 1998 - September 2000
Crabtree & Evelyn August 1996 - September 1998
Staples April 1994 - August 1996
Skills
Communications Planning, Strategic Communications, Employee Benefits, Team Leadership, Manage Client..., Marketing Communications, Corporate Communications, Editing, Project Management, 401k, Financial Services, Green Marketing, Sustainability, Sales, Negotiation, Quality Control
Education
Clark University 2009 — 2014
Master of Business Administration (MBA), Marketing and Social Change
Northeastern University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Fidelity Investments September 2000 - Present
Fidelity Investments September 1998 - September 2000
Crabtree & Evelyn August 1996 - September 1998
Staples April 1994 - August 1996
Skills
Communications Planning, Strategic Communications, Employee Benefits, Team Leadership, Manage Client..., Marketing Communications, Corporate Communications, Editing, Project Management, 401k, Financial Services, Green Marketing, Sustainability, Sales, Negotiation, Quality Control
Education
Clark University 2009 — 2014
Master of Business Administration (MBA), Marketing and Social Change
Northeastern University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Nicole Zarbo's Fidelity Investments Experience September 2007 - December 2009
Job Retirement Services Representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2013 - Present
United Way of the Greater Triangle January 2011 - 2012
Fidelity Investments September 2007 - December 2009
Skills
Event Planning, Community Outreach, Training
Education
Clark University 2003 — 2007
Bachelors of Art, Business Management & International Relations
Lincoln Financial Group April 2013 - Present
United Way of the Greater Triangle January 2011 - 2012
Fidelity Investments September 2007 - December 2009
Skills
Event Planning, Community Outreach, Training
Education
Clark University 2003 — 2007
Bachelors of Art, Business Management & International Relations
Vanaja Shankara's Fidelity Investments Experience July 2015 - Present
Job Project Manager Agile at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments June 2012 - Present
Citizens Bank January 2015 - July 2015
Citizens Bank November 2011 - June 2012
Fidelity Investments February 1998 - October 2011
Skills
SDLC, Oracle, Business Intelligence, Databases, Data Warehousing, Requirements Analysis, ETL, SOA, OBIEE, Program Management, Testing, Project Management, OLAP, Enterprise Software, Dashboard, Performance Tuning, Architecture, Business Intelligence..., Disaster Recovery, Analytics
Education
Clark University 2004 — 2007
MBA, General Management
Fidelity Investments July 2015 - Present
Fidelity Investments June 2012 - Present
Citizens Bank January 2015 - July 2015
Citizens Bank November 2011 - June 2012
Fidelity Investments February 1998 - October 2011
Skills
SDLC, Oracle, Business Intelligence, Databases, Data Warehousing, Requirements Analysis, ETL, SOA, OBIEE, Program Management, Testing, Project Management, OLAP, Enterprise Software, Dashboard, Performance Tuning, Architecture, Business Intelligence..., Disaster Recovery, Analytics
Education
Clark University 2004 — 2007
MBA, General Management
felix Afutu's Fidelity Investments Experience June 2006 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
Mercer July 2007 - April 2010
Fidelity Investments June 2006 - June 2007
Education
Clark University 1998 — 2002
Mercer July 2007 - April 2010
Fidelity Investments June 2006 - June 2007
Education
Clark University 1998 — 2002
Derek Klatt's Fidelity Investments Experience May 2012 - August 2012
Job Software Developer at Inversoft
Industry Computer Software
Experience
Inversoft June 2015 - Present
Thundercrest Farm June 2014 - August 2014
EMC June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Java, Python, Software Development, C, Programming, Bash, C++, Perl, SQL, Django, Eclipse, JavaScript, Architecture, Unix, LaTeX, PHP, HTML, Node.js, Scheme, MySQL, Golang, CSS3, Prolog, PostgreSQL, Computer Science, Ruby, Ruby on Rails, AngularJS, Go, jQuery
Education
Clarkson University 2011 — 2015
Bachelor of Science (BS), Computer Science with a minor in Mathematics
Clarkson University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Inversoft June 2015 - Present
Thundercrest Farm June 2014 - August 2014
EMC June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Java, Python, Software Development, C, Programming, Bash, C++, Perl, SQL, Django, Eclipse, JavaScript, Architecture, Unix, LaTeX, PHP, HTML, Node.js, Scheme, MySQL, Golang, CSS3, Prolog, PostgreSQL, Computer Science, Ruby, Ruby on Rails, AngularJS, Go, jQuery
Education
Clarkson University 2011 — 2015
Bachelor of Science (BS), Computer Science with a minor in Mathematics
Clarkson University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Gerald Mee III's Fidelity Investments Experience November 2012 - Present
Job High Net Worth Broker at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments November 2012 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Sales, Microsoft Word, Financial Services, Process Improvement, Banking, Marketing
Education
Clark University 2007 — 2012
Government, International Relations, Political Science and Government
Fidelity Investments November 2012 - Present
Fidelity Investments November 2012 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Sales, Microsoft Word, Financial Services, Process Improvement, Banking, Marketing
Education
Clark University 2007 — 2012
Government, International Relations, Political Science and Government
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank