Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch January 2014 - February 2015
Salem Five Bank July 2011 - August 2013
Fidelity Investments October 2010 - February 2011
Fidelity Investments September 2009 - October 2010
Complete Garden Care May 2008 - November 2009
Myopia Hunt Club June 1999 - September 2008
Skills
Sales, Analysis, Relationship-building..., Problem Solving, Customer Service, Financial Reporting, Financial Analysis, Series 7, Series 63, Banking, Teamwork, Customer Relations, Time Management, Economics, Retail, Microsoft Office, Excel, PowerPoint, Outlook, Word, Data Analysis, Business Development
Education
Northeastern University 2011 — 2011
Profesional Development, Accounting
Colby College 2005 — 2009
BA, Economics, Administrative Science - Business/Accounting
University of Melbourne 2007 — 2007
Study Abroad, Accounting, Australian Economic History, Australian Culture
Governors Academy 2001 — 2005
High School
Credentials Real Estate Group, Inc. July 2012 - Present
Student Athlete Educational Foundation May 2007 - Present
Credentials Title and Escrow, LLC 2010 - July 2012
Credentials Real Estate Academy 2010 - July 2012
Credentials Realty LLC May 2005 - July 2012
Suffolk University Law School September 2006 - December 2009
Nixon Peabody January 2007 - August 2009
Wilmerhale LLP September 2004 - December 2006
Fidelity Investments June 2003 - August 2003
Skills
Property Law, Legal Research, Legal Writing, Litigation, Civil Litigation, Commercial Litigation, Bankruptcy, Real Estate, Westlaw, Corporate Law, Courts, Legal Assistance, First Time Home Buyers, Mortgage Lending, Real Estate Transactions, Criminal Law, Due Diligence, Real Property, Intellectual Property, Sellers, Commercial Real Estate, Personal Injury, Brokerage, Buyers, Notary Public, Residential Homes, Family Law, Mediation, Licensing, Corporate Governance, Estate Planning
Education
Suffolk University Law School 2006 — 2009
JD, Law
Colgate University 2000 — 2004
B.A, Philosophy and Education
Central Catholic High School 1996 — 2000
Fidelity Investments July 2015 - Present
Fidelity Investments January 2014 - June 2015
Fidelity Investments June 2012 - December 2013
Fidelity Investments January 2010 - June 2012
Fidelity Investments July 2008 - December 2009
Fidelity Investments June 2007 - June 2008
Skills
Business Analysis, Reference Data, Requirements Analysis, Quality Assurance, Program Management, Test Management, Polarlake, Bloomberg Data License, Hadoop, SQL, Unix, Agile Methodologies, Testing, Test Planning, Quality Center, SDLC, System Testing, Test Strategy, QTP, Manual Testing, Regression Testing, Test Automation, Informatica, Oracle, MS Project, HP Quality Center
Education
CFA Institute 2010 — 2010
CFA Level I June 2010, Investment Management
Cochin University of Science and Technology 2003 — 2007
b tech, electronics & communication
Fidelity Investments July 2012 - Present
Wilkes-Barre/Scranton Penguins September 2011 - March 2012
Goldman Sachs 2009 - 2009
The Kraematon Group, Inc. 2008 - 2008
Education
Colgate University 2007 — 2011
Bachelor of Arts (BA), Economics
Governor's Academy 2004 — 2007
Fidelity Investments March 2012 - Present
J.P. Morgan August 2011 - March 2012
Fidelity Investments March 2010 - August 2011
Fidelity Investments January 2008 - April 2010
Fidelity Investments July 2007 - December 2007
Fidelity Investments July 2006 - June 2007
Fidelity Investments February 2005 - June 2006
Cape Elizabeth High School September 2004 - February 2005
Cape Elizabeth High School September 2004 - November 2004
Skills
Mutual Funds, Bloomberg, Securities, Equities, Fixed Income, Financial Analysis, Investments, Financial Modeling, Asset Managment, Financial Services, Alternative Investments, Investment Management, Microsoft Excel
Education
Colgate University 2000 — 2004
Bachelor of Arts (BA), Sociology & Anthropology
Cape Elizabeth High School 1996 — 2000
City of Garland May 2013 - Present
i5 web works October 2011 - Present
Fidelity Investments August 2012 - January 2013
Quadrem October 2008 - September 2011
SKSW Advertising & Marketing October 2006 - July 2007
Centex Homes February 2004 - August 2006
The Work Group March 2002 - August 2004
Fox Sports Direct January 1992 - November 2000
Harte Hanks Community Newspapers March 1986 - December 1992
Skills
Social Media, SEO, Blogging, Email Marketing, Advertising, Creative Direction, Editing, Lead Generation, Digital Marketing, E-commerce, Online Marketing, Content Management, Social Media Marketing, Marketing Strategy, Copywriting, SEM, Direct Mail, Web Analytics, Marketing Communications, Google Analytics, Salesforce.com, Product Marketing, Newsletters, Content Strategy, Corporate Communications, Marketing, Press Releases, Strategy, PPC, Public Relations, Internal Communications, Digital Strategy, Online Advertising, Content Development
Education
Coe College
BA, History - Journalism
xome July 2015 - Present
Fidelity Investments January 2015 - January 2015
Fidelity Investments January 2013 - December 2014
Fidelity Investments July 2011 - December 2012
Universtiy of Texas Arlington February 2011 - March 2011
The CBORD Group, Inc. June 2010 - February 2011
Electronic Research Administration (Center for Innovation and Advancement) January 2010 - June 2010
Indian Institute of Technology, Bombay 2006 - 2008
Crompton Greaves December 2002 - May 2003
Larsen & Toubro Limited June 2001 - December 2001
Skills
Agile Methodologies, Software Development, XML, JavaScript, SQL, Software Engineering, Testing, Unix, Java, HTML, Oracle, Web Development, Scrum, Databases, PL/SQL, CSS, MySQL, Perl, Enterprise Software, Embedded Software, Program Management, PHP, SDLC, Embedded Systems, Java Enterprise Edition, User Experience, Visual Basic, Data Warehousing, Requirements Analysis, AngularJS, MongoDB
Education
Code Fellows 2015 — 2015
Full-Stack JavaScript Developer, Full-Stack JavaScript
The University of Texas at Arlington 2008 — 2011
Masters, Computer Science
Shivaji University 2003 — 2006
Bachelors, Electronic Engineering
L&T Institute of Technology 1999 — 2003
Diploma, Industrial Electronics
The Colony Group June 2013 - Present
Fidelity Investments September 2012 - June 2013
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.)
Williston Northampton School 2007 — 2008
Hamilton-Wenham Regional High School 2003 — 2007
Fidelity Investments August 2014 - Present
self employed August 2008 - Present
University of Arizona September 2013 - June 2014
Tucson Symphony Women's Association August 2013 - May 2014
C.P. Baker June 2013 - August 2013
University of Arizona, School of Music, Development Department January 2013 - May 2013
Skills
PowerPoint, Photography, Research, Event Planning, Microsoft Word, Public Speaking, Microsoft Excel, Editing, Creative Writing, Conducting, Orchestration, Composition, Music Theory, Period Performance, Cello, Chamber Music, Building Relationships, Teaching, Piano, Music, Music Education, Higher Education, Community Outreach, Classical
Education
University of Arizona 2010 — 2014
Bachelor of Music in Performance, Music Performance, Cello
Coe College 2009 — 2010
Bachelor of Music, Cello Performance
Fidelity Investments January 2012 - Present
Gear and More, LLC April 2013 - May 2015
Fidelity Investments May 2009 - December 2011
Fidelity Investments October 2007 - May 2009
UniFund, LLC May 2007 - October 2007
Monadnock Community Hospital May 2006 - August 2006
Hubert's Department Store September 2004 - February 2005
Sportshoe Center September 2002 - September 2004
Skills
Microsoft Excel, Microsoft Access, Microsoft Project, Quicksilver, Problem Solving, KPI, Microsoft Powerpoint, Microsoft Word, PowerPoint, Key Performance..., Microsoft Office, MS Project, Project Management, Lotus Notes, Analysis, Business Development, Strategic Planning, Finance, Management, Customer Service
Education
Southern New Hampshire University 2008 — 2011
MS, Global MBA
Southern New Hampshire University 2008 — 2010
M.S., Operations and Project Managemet
Colby-Sawyer College 2003 — 2007
B.S., Business Administration
Bishop Guertin High School 1999 — 2003
Fidelity Investments August 2015 - Present
The Flatiron School July 2015 - July 2015
Thomson Reuters June 2013 - August 2013
Aithent June 2012 - July 2012
Skills
C#, Java, Python, Programming, Eclipse, Visual Studio, Software Development, Software Engineering
Education
Colgate University 2011 — 2015
Bachelor’s Degree, Computer Science
Fidelity Investments September 2015 - Present
Fidelity Investments February 2015 - September 2015
Fidelity Investments April 2014 - February 2015
Fidelity Investments June 2012 - April 2014
Lakeport Landing Marina May 2005 - November 2011
Education
Colby Sawyer College 2008 — 2012
Business Administration
Leadership College NH 2011 — 2011
Unum August 2013 - Present
Blaze-In Sportswear August 2012 - July 2013
NorthCoast Asset Management August 2012 - September 2012
Fidelity Investments June 2011 - August 2011
Brownstone Investment Group, LLC January 2011 - January 2011
Skills
Public Speaking, Management, Consultative Selling, B2B, Employee Benefits, Relationship Management, Voluntary Employee..., Disability Insurance, Life Insurance, Ancillary Benefits, Insurance, Marketing Strategy, Social Media Marketing, Customer Service, Leadership, Sales Management
Education
Colgate University 2008 — 2012
Bachelor of Arts, Political Science, Philosophy, Economics
Kent School 2004 — 2008
Morgan Stanley June 2014 - Present
Qponify LLC January 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Geneia Healthcare Consulting May 2011 - August 2011
Skills
Market Research, Market Analysis, Data Analysis
Education
Colby College 2010 — 2014
B.A. with Honors in Economics
University of Oxford 2012 — 2013
Philosophy, Politics, and Economics
The Derryfield School 2006 — 2010
Key Bank January 2003 - May 2013
National City Bank October 2001 - November 2002
iPOWER LOGISTICS February 2001 - July 2001
CORECOMM Ltd February 2000 - February 2001
PROGRESSIVE INSURANCE Co June 1999 - August 1999
Fidelity Investments October 1994 - June 1998
MARSH & MCLENNAN, INC February 1992 - January 1994
ICF International September 1990 - December 1991
Skills
Product Management, Strategy, Banking, Consulting, Analytics, Small Business, Project Management, Networking, Strategic Planning, Forecasting, Cross-functional Team..., Segmentation, Portfolio Management, Market Planning, Data Analysis, Financial Services, Pricing, Start-ups, Marketing, Business Analysis
Education
Case Western Reserve University - Weatherhead School of Management 1998 — 2000
MBA
Colby College 1986 — 1990
B.A., Political Science and Economics
Westminster School
Bain & Company July 2014 - Present
Fidelity Investments June 2013 - August 2013
Sol Systems LLC May 2012 - July 2012
Duke University Energy Initiative September 2011 - May 2012
Eastern Research Group (ERG) January 2008 - May 2011
Natural Resources Defense Council 2005 - 2005
Skills
Management Consulting, Strategy, Mergers & Acquisitions, Sustainability, Energy Efficiency, Environmental..., Climate Change, Environmental Policy, Healthcare, Oil & Gas, Private Equity, Due Diligence
Education
Duke University - The Fuqua School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Duke University - The Nicholas School of the Environment 2011 — 2014
Master of Environmental Management, Energy
Colby College 2003 — 2007
BA, Biology: Concentration in Environmental Science
Fidelity Investments 2003 - 2009
HSBC Securities 2001 - 2003
Visible Markets 2000 - 2001
JPMorgan Chase 1995 - 2000
Federal Reserve Bank of Boston 1991 - 1993
Skills
Portfolio Management, Capital Markets, Financial Reporting, Equities, Bloomberg, Mergers & Acquisitions, Fixed Income
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA)
Colby College 1987 — 1991
BA Economics
Antaeus Retirement Services LLC April 2014 - Present
Wedgwood Wealth Counsel LLC March 2013 - April 2014
Hartford Investment Management November 2007 - March 2013
Franklin Templeton Investments May 2002 - November 2007
Fidelity Investments 1994 - 2002
Skills
Institutional, Fixed Income, Asset Management, Investments, Strategic Financial..., Sales Management, Retirement Plan...
Education
Colby College
BA, Biology, Economics
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
ICICI Bank April 2014 - May 2014
Accenture September 2008 - May 2013
Ironwood Capital January 2008 - February 2008
Barclays Capital June 2007 - August 2007
Visible Measures June 2006 - July 2006
A.G. Edwards February 2006 - May 2006
Merrill Lynch January 2006 - February 2006
Skills
Financial Modeling, Management Consulting, Business Transformation, Shared Services, Acquisition Integration, Business Case, Business Process..., Governance, PMO, Valuation, Strategic Consulting, Business Process Design, Entrepreneurship, Business Strategy, Analysis, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
Bachelor's Degree
University of Melbourne 2006 — 2006
Abroad Student
Fidelity Investments February 1992 - Present
Skills
Captivate, E-Learning, Instructional Design, Instructor-led Training, SnagIt, Learning Management, Lectora, Adult Education, Distance Learning, Performance Consulting, PowerPoint, Writing, Job Aids, Adobe Acrobat, ILT, Learning Management..., Financial Services, Needs Analysis, Blended Learning, ADDIE, Technical Writing, Series 63, Microsoft Word, Web-based Training, E-learning Development, Word, Online Training, InsightExpress, Articulate Studio
Education
Colby-Sawyer College 1980 — 1984
Fidelity Investments November 2012 - Present
MarketAxess February 2012 - August 2012
DCI, LLC October 2011 - November 2011
BlackRock February 2010 - August 2011
Barclays Global Investors September 2007 - February 2010
Barclays Global Investors February 2004 - September 2007
Barclays Global Investors May 2001 - February 2004
Barclays Global Investors August 1996 - May 2001
Cowen and Co. May 1995 - August 1996
Mabon Securities October 1989 - April 1995
Skills
Fixed Income, Portfolio Management, Credit Portfolio..., ETFs, Fixed Income Trading, Trading, SEC compliance, ERISA, Trading Systems, Electronic Trading, Bloomberg, Credit Derivatives, Interest Rate..., Credit, MBS, ABS, Treasury Bonds, Corporate bonds, TIPs, Government Agencies, Asset Management, Bonds, CFA, Series 7, Series 24, Series 63, Series 3, Futures, Government Compliance, Risk Mitigation, Portfolio Strategy, Portfolio Optimization, Product Launch, Product Design, Product Development, Transition Management, Multi-currency, Technology..., MarketAxess, Tradeweb, Indexing, CMBS, Client Service, Business Relationship..., Market Making, Operations Management, Onboarding, People Management, High Yield, investment grade
Education
Colgate University 1983 — 1987
Bachelor of Arts
Gilman School 1977 — 1983
Fidelity Investments November 2010 - Present
Town Of Wenham August 2010 - October 2010
Winchester Financial Group January 1994 - January 2010
The Hamilton Group 1992 - 1994
NGH Financial 1989 - 1992
Education
Colby-Sawyer College
AS, Executive Secretarial Science
Weston Sr. High School
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
Fidelity Investments January 2011 - December 2013
Fidelity Investments September 2008 - December 2011
Fidelity Investments July 2007 - September 2008
Fidelity Investments March 2005 - July 2007
Saluti Cahn June 2003 - March 2005
Skills
Financial Services, Investments, Mutual Funds, Strategy, Process Improvement, Risk Management
Education
Colgate University 1999 — 2003
Bachelor of Arts (BA)
Demandware October 2013 - Present
MarketOne International August 2012 - September 2013
MCB LLC January 2010 - August 2012
Fenton Inc. Custom Builders January 2009 - January 2010
Digitas May 2004 - May 2005
Fidelity Investments September 1999 - June 2004
Skills
Scheduling, Construction Management, Construction, Microsoft Office, Customer Relations, Budget Preparation, Client Management, Contingency Planning, Operations Management, Call Center Management, Global Network..., Presenting to Clients, Direct Sales, Lead Generation, B2B, Cold Calling, Technology Services, Employee Wellness..., Lead Development, Marketing Automation..., Salesforce.com, CRM, Customer Service, Call Center, Marketing Automation, Call Centers, Budgets, Process Scheduler, Demand Generation, Project Management, B2B Marketing, Email Marketing, Database Marketing, E-commerce, Sales Process, Management, Sales, New Business Development, Team Building, Strategic Partnerships, SaaS, Online Marketing, Marketing, Business Development
Education
Colby College 1995 — 1999
American Studies, English
Mt. Ararat High School 1990 — 1994
Fidelity Investments April 2015 - Present
Fidelity Investments July 2013 - March 2015
Fidelity Investments September 2011 - July 2013
LPL Financial 2004 - 2011
Columbia Management 2002 - 2004
Zurich Scudder Investments 1996 - 2001
Scudder, Stevens & Clark 1996 - 2001
Bain & Company 1992 - 1996
Digital Equipment Corporation 1985 - 1989
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, Business
Colby College 1981 — 1985
BA, Economics
Oppenheimer & Co. Inc. May 2014 - Present
AGC Partners June 2013 - May 2014
Mediabridge Capital Advisors, LLC. January 2013 - May 2013
Fidelity Investments June 2012 - August 2012
Merrill Lynch Bank Suisse S.A. (Geneva, Switzerland) November 2009 - May 2011
Bank of America Merrill Lynch (New York, NY) July 2007 - November 2009
Loomis Sayles (Boston, MA) June 2006 - August 2006
Hale Day Camp (Westwood, MA) June 2005 - August 2005
Skills
Team Building, Project Management, Investment Banking, Capital Markets, Business Analysis, Business Planning, Analytics, Financial Analysis, Investments, Private Equity
Education
Massachusetts Institute of Technology 2011 — 2013
MBA, Business, Finance
Colby College 2003 — 2007
B.A., Computer Science & Mathematical Science
Westwood High School 1999 — 2003
Plannernet and GCG Event Partners 2014 - Present
Meeting Professionals International 2010 - Present
BJ's Wholesale Club 2011 - 2012
Raytheon 2007 - 2010
Independant Consultant 2004 - 2006
US Fund for UNICEF 2002 - 2003
Genzyme Corporation 1999 - 2002
Liberty Mutual Insurance 1993 - 1999
Fidelity Investments 1989 - 1992
Skills
Event Planning, Project Management, Meeting Planning, Trade Shows, Fundraising, Event Management, Marketing, Marketing Communications, Human Resources, Office Management, Public Relations, Social Media Marketing, Event Marketing Strategy, Corporate Events, Program Management, Social Networking, Hospitality, Executive Administrator, Corporate Liaison, Client Liaison, Contract Negotiation, Budget Management, Meeting and Event..., Databases, Business Process..., Research, Retail Marketing, Retail Sales, Budgets
Education
Colby Sawyer College
Liberal Arts
Northeastern University
Certificate in Meeting Management, Meeting Management
Edelman Financial Services August 2011 - Present
TD Ameritrade April 2010 - July 2011
Fidelity Investments July 2008 - February 2010
Fidelity Investments June 2003 - June 2008
Fidelity Investments December 2001 - June 2003
Boardwalk Properties June 2000 - September 2001
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Financial Planning, Wealth Management
Education
Colby College 1996 — 2001
B.A., Government
The Kent School 1995 — 1996
William Raveis Real Estate June 2012 - Present
Coldwell Banker Residential Brokerage October 2003 - June 2012
Stevens, Blair & Company 1996 - 2003
Ensign-Bickford Industries, Inc. 1989 - 1995
Fidelity Investments 1981 - 1984
Skills
Real Estate, Investment Properties, Short Sales, Sellers, Foreclosures, Real Estate Transactions, First Time Home Buyers, Selling, Residential Homes, Relocation, REO, Marketing, Referrals, Marketing Strategy, Investments
Education
The University of Dallas 1980 — 1981
MBA, Finance
Colby Sawyer College
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments October 2014 - Present
Fidelity Investments September 2011 - Present
Cleveland Heights High School April 2011 - May 2012
New York Life Insurance Company April 2011 - August 2011
SJC Acquisitions, Inc June 2010 - November 2010
Delta Upsilon International Fraternity-Colgate Chapter November 2008 - May 2010
Skills
Series 9/10, PowerPoint, Series 7, Microsoft Office, Series 63, Series 66
Education
Colgate University 2006 — 2010
BA, Economics
Ashland University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Walsh Jesuit High School 2002 — 2006
Fidelity Investments January 2003 - May 2012
BankBoston 1996 - 2001
Skills
Business Process..., Change Management, Securities, Contract Negotiation, Business Analysis, Leadership, Strategic Planning, Vendor Management, Negotiation, Risk Management, Relationship Management, Procurement, Financial Risk, RFP, Process Improvement, Financial Services, Contract Management, Outsourcing
Education
Colby College 1962 — 1966
B.A., Economics
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance, General
Penobscot Bay Media June 2009 - Present
Fidelity Investments 1997 - 2008
Self-employed January 1985 - December 1995
Skills
Java, Flex, Oracle, Grails, Microsoft SQL Server, ESRI, Hibernate, Postgres, SQL Server, Web Services, .NET, PostgreSQL, Subversion, Architectures, Groovy, ArcGIS, Python, GIS, BlazeDS, Tomcat, JIRA, Java Enterprise Edition, JSP, JavaScript, Eclipse, Architecture
Education
University of Maine 1976 — 1978
MSEE, Electrical Engineering
Colby College 1968 — 1972
BA, Math-Physics
Charles Schwab & Company 2010 - Present
Fidelity Private Client Group February 2006 - December 2008
Fidelity Operations & Services Group March 2004 - February 2006
Columbia Management [Liberty Financial] September 1999 - October 2003
Scudder Kemper Investments May 1994 - September 1999
Fidelity Investments June 1986 - May 1994
Skills
Series 24, 63 Licenses, Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Wealth Management, Investments, Securities, Asset Managment, Call Center, Vendor Management, Risk Management, Insurance, Series 9/10, Alternative Investments, Asset Management, Business Process..., Call Centers, FINRA, Leadership, Management, Strategy
Education
Colby College
Bachelor of Arts., Double major: English Literature, American Studies
The Hotchkiss School
Radius Wealth Management March 2014 - Present
Fernwood Investment Management September 2008 - March 2014
Fidelity Investments April 2004 - August 2008
Bainco International Investors September 1996 - April 2004
Merrill Lynch September 1972 - August 1988
Education
Colby-Sawyer College
Treato January 2015 - Present
Bankrate, Inc. (NYSE: RATE) December 2014 - Present
Emerging companies in the digital, travel, non-profit and consumer subscription spaces 2013 - Present
TripAdvisor 2010 - 2013
TripAdvisor LLC 2004 - 2010
Travelocity // Preview Travel 1999 - 2002
Charles Schwab 1997 - 1999
Fidelity Investments 1993 - 1996
American Express 1988 - 1994
Education
Columbia University - Columbia Business School
MBA
Colby College
BA
The Riverside Company March 2014 - Present
The Riverside Company September 2012 - March 2014
Fidelity Investments June 2011 - August 2011
The Boston Family Office January 2011 - February 2011
UBS Wealth Management May 2010 - July 2010
Skills
Investments, Equities, Financial Modeling, Private Equity, Economics, Financial Analysis, Corporate Finance, Data Analysis, Research, Equity Research
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Business
Milton Academy 2004 — 2008
High School
Aon Hewit Financial Advisors, LLC January 2012 - Present
Fidelity Investments July 2011 - January 2012
Voya Financial December 2008 - July 2011
Hartford Life Insurance Companies November 2006 - December 2008
Prudential Retirement Services August 2002 - November 2006
CIGNA Group Insurance February 1989 - October 2001
CIGNA Group Insurance May 1987 - January 1989
Skills
Retirement Planning, Retirement, Insurance, Employee Benefits, 401k, Mutual Funds, Long-term Care, Investments, Life Insurance, Investment Strategies, Wealth Management, Disability Insurance, Health Insurance, Fixed Annuities, Asset Allocation, Pensions, Brokers, Strategic Financial..., Term Life Insurance, Series 63
Education
Colby College 1976 — 1980
BA, American Studies
PwC August 2015 - Present
Colby College January 2012 - May 2015
Fidelity Investments June 2014 - August 2014
Cubist Pharmaceuticals May 2013 - August 2013
American Legion Baseball May 2012 - August 2012
Andover Department of Community Services June 2009 - August 2012
Skills
Teamwork, Event Planning, Community Outreach, Team Building, Leadership, Time Management, Data Analysis, Microsoft Office, Facebook, Human Resources, Social Networking, Higher Education, Problem Solving, Communication, PowerPoint, Disciplined, Analytics, Creativity Skills, Attention to Detail, Question Asking, Deals
Education
Colby College 2011 — 2015
Bachelor of Arts, Economics, Current GPA- 3.67
Andover High School 2008 — 2011
Diploma, GPA- 3.77
Fidelity Investments September 2015 - Present
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Management Consulting, Finance, Consulting, Due Diligence, Management, Data Analysis, Strategy, Analysis, Business Strategy, Strategic Planning
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
Colgate University 2003 — 2007
Bachelor of Arts (B.A.)
Staples High School 1999 — 2003
Westfield Capital Management June 2015 - Present
Fidelity Investments July 2014 - June 2015
Cutwater Asset Management June 2013 - August 2013
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics-Mathematics
Belmont Hill School 2006 — 2010
High School
HoyleCohen, LLC April 2015 - Present
GW & Wade, LLC June 2012 - December 2014
Price Waterhouse Coopers January 2011 - April 2012
Cetrulo & Capone March 2010 - December 2010
United States District Court for the District of Massachusetts September 2009 - November 2009
Fidelity International (London) March 2009 - May 2009
National Grid September 2008 - November 2008
Fidelity Investments September 2005 - June 2008
Skills
Tax Law, Legal Research, Legal Writing, International Tax, Legal Issues, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Legal Assistance, Legal Advice, Estate Planning, Investment Advisory, Series 7, Insurance
Education
Northeastern University 2007 — 2010
Doctor of Law (JD), Taxation
Colby College 2001 — 2005
Bachelor of Arts (BA)
Abax Global Capital June 2014 - Present
Walden Stone LLC January 2014 - Present
Bandera Partners January 2010 - January 2014
Abax Global Capital March 2007 - December 2009
Mellon HBV Alternative Strategies LLC March 2001 - March 2007
Allen & Company June 1995 - March 2001
Fidelity Investments 1991 - 1994
Skills
Value inv, Investment Management, Business Development, Management, Hedge Funds, Portfolio Management, Capital Markets, fixed, Equities, Finance, Sales, Mergers & Acquisitions, Strategy, Mutual Funds, Distressed Debt, Private Equity, Corporate Finance, Fixed Income, Event Driven, Investments, Valuation, Financial Modeling, Due Diligence, Alternative Investments, Trading, Asset Management, Investment Banking, Financial Structuring, Structured Finance, Risk Arbitrage
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Colby College 1987 — 1991
BA, Economics
Bkstg January 2015 - Present
AOL January 2013 - January 2015
Demand Media May 2010 - December 2012
Yahoo! March 2009 - May 2010
Modelinia July 2008 - March 2009
Microsoft July 2006 - July 2008
DigitasLBi August 2005 - July 2006
Arnold Worldwide December 2001 - August 2005
Fidelity Investments June 1998 - December 2001
Skills
Marketing Strategy, Marketing Communications, Sales Management, Sales Operations, Ad Networks, Behavioral Targeting, SaaS, Analytics, Mobile Devices, Web Analytics, Big Data, SEM, E-commerce, Strategic Partnerships, Creative Strategy, Marketing, Advertising, Strategy, Product Marketing, B2B, Leadership, Go-to-market Strategy
Education
Colby College
BS, Sociology, Philosophy
Fidelity Investments September 2014 - Present
Nashua Theatre Guild September 2008 - Present
Relay for Life January 2008 - Present
White House Black Market May 2013 - September 2014
Colby-Sawyer College September 2013 - May 2014
E&R Laundry Services May 2013 - May 2014
Colby-Sawyer College May 2013 - May 2014
Colby-Sawyer College May 2013 - May 2014
Colby-Sawyer College March 2013 - May 2014
Colby-Sawyer College September 2011 - May 2014
Skills
PowerPoint, Microsoft Word, Access, Microsoft Excel, Event Planning, Microsoft Office, Research, Public Speaking, Data Entry, Microsoft Publisher, Teaching, Time Management, Management, Customer Service, Training, Nonprofits, Fundraising, Social Media
Education
Colby Sawyer College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Managment, Graduate
Neighborhood Health Plan October 2012 - Present
PwC January 2007 - October 2012
Fidelity Investments September 1995 - December 2006
Communities for People 1993 - 1995
Skills
Organizational Design, Organizational..., Onboarding, Organizational..., Performance Management, Change Management, HRIS, Succession Planning, Leadership Development, Employee Relations, Employee Engagement, Employee Surveys, Employee Recognition, Employee Relations..., Talent Management, Human Resources
Education
Colby Sawyer College
AA, Liberal Arts
University of Rhode Island
Bachelor of Arts (BA), Psychology
Fidelity Investments June 2007 - Present
Deloitte & Touche September 1994 - August 1997
Skills
Financial Planning, Mutual Funds, Financial Analysis, Process Management, Financial Reporting, Budgeting, Retail Brokerage, Auditing, Brokers, Budgets, Corporate Finance, Finance, Financial Services, Management, Strategic Financial..., Project Planning
Education
Northeastern University 1993 — 1994
MBA & MS in Accounting, Accounting
Colby College 1989 — 1993
BA, Administrative Science & Spanish
Commonwealth Financial 2004 - Present
Fidelity Investments 1999 - 2003
Bronner Slosberg Humphrey (now Digitas) 1990 - 1998
Mileage Plus, Inc 1989 - 1990
Wardair Canada 1988 - 1989
Pan American World Airways 1983 - 1988
Skills
Budgets, Marketing Strategy, Strategic Partnerships, Online Marketing, Strategy, Brand Development, Content Strategy, Strategic Planning, Product Marketing, Copywriting, Business Development, Mutual Funds
Education
NYU Graduate School of Business Admin 1981 — 1983
MS
Colgate University 1977 — 1981
BA, History
Excellus BCBS June 2014 - Present
Excellus BCBS January 2012 - December 2012
Allendale Columbia School March 2011 - September 2011
American Power Conversion January 2010 - June 2010
Fidelity Investments October 1995 - December 2008
Goose River Hydro Inc. June 1986 - June 1992
Skills
PMO, SDLC
Education
Colby College 1988 — 1992
Bachelor of Arts (B.A.), Administrative Science
ZeroTurnaround June 2015 - Present
ZeroTurnaround August 2014 - Present
ZeroTurnaround May 2014 - Present
ZeroTurnaround January 2014 - Present
ZeroTurnaround September 2013 - Present
Fidelity Investments October 2012 - September 2013
Legal Harborside June 2011 - August 2011
AFAR Magazine January 2011 - January 2011
Camp Robin Hood June 2010 - August 2010
Winslow Elementary School January 2009 - January 2009
Skills
Publishing, Editing, Proofreading, Creative Writing, Marketing, Account Management, Publicity, Salesforce.com, sales, SQL, Business Development, Sales, Agile Methodologies, JavaScript, Courage, Magazines, Digital Media, Java, Leadership, Editorial, Management, Software Development, Blogging, Books, Social Media
Education
Colby College
B.A, English, Environmental Science
Columbia Publishing Course 2012 — 2012
Publishing
School for International Training 2010 — 2010
Zanzibar: Coastal Ecology and Natural Resource Management
Middlesex School
Diploma
Ski and Snowboard Club Vail September 2014 - Present
Ramy Brook LLC August 2013 - August 2014
JWALK May 2012 - August 2012
Colby College Office of Admissions February 2012 - May 2012
Law Offices of Mahsa Khanbabai December 2010 - January 2011
Fidelity Investments May 2010 - August 2010
Retail Eye Partners May 2009 - August 2009
Skills
Social Media, Sociology, French, Writing, Quantitative Research, Qualitative Research, Microsoft Word, Microsoft Excel, PowerPoint, Interviews, Market Research
Education
Colby College 2009 — 2013
Bachelor's degree, Sociology
Thayer Academy 2003 — 2009
Beacon Strategies, LLC May 2006 - Present
Trust Company of America 2003 - 2005
Advent Software, Inc. 2000 - 2003
Fidelity Investments August 1998 - December 1999
Fidelity Investments January 1996 - August 1998
Skills
Wealth Management, Securities, Portfolio Management, Series 7, Investments, Financial Services, Investment Advisory, Asset Managment, Equities, Alternative Investments, Mutual Funds, Executive Management, Asset Management, Relationship Management, Venture Capital, Financial Advisory, Business Development, Series 63, Strategy, Investment Management, Hedge Funds, Asset Allocation, FINRA, Investment Strategies, Retirement Planning, ETFs, Series 24, Fixed Income, Retirement, Management Consulting, Strategic Financial..., Separately Managed..., 401k, Series 6, Fixed Annuities
Education
Colby College 1984 — 1989
Bachelor of Arts (B.A.), History
The Lawrenceville School
Southwest Airlines June 2015 - Present
Fidelity Investments September 2014 - April 2015
HYLA Mobile - Extending the Life Cycle of Mobile Devices April 2014 - September 2014
Aepona (An Intel Company) December 2010 - April 2014
Pinnacle Technical Resources (Consultant @ Verizon) February 2008 - November 2010
Pinnacle Technical Resources (Consultant @ Verizon) January 2007 - January 2008
Pinnacle Technical Resources (Consultant @ Verizon) August 2005 - December 2006
Precision Task Group (Consultant @ Verizon) March 2004 - July 2005
Soft Systems Pvt. Ltd August 2000 - October 2001
Skills
Requirements Analysis, Software Project..., SQL, Business Analysis, Program Management, SDLC, Telecommunications, Solution Architecture, JavaScript, Testing, Project Management, Quality Center, Requirements Gathering, User Acceptance Testing, Management, Software Documentation, Quality Assurance, Integration, Business Requirements, Software Development
Education
Cochin University of Science and Technology 1996 — 2000
BS, Information Technology
Fidelity Investments February 2010 - Present
Merrill Lynch March 2009 - January 2010
Salesforce.com September 2003 - October 2006
Engage, Inc. 2001 - 2003
Skills
SaaS, Portfolio Management, Product Management, Vendor Management, Acquisition Integration, Cloud Computing, Salesforce.com, Process Improvement, Executive Management, Start-ups, Project Portfolio..., SDLC, Wealth Management, 401k, Product Strategy, IT Strategy
Education
Colgate University
Bachelor of Arts (B.A.)
Lincoln Sudbury High School
Aximsoft India Private Limited November 2012 - September 2013
Cisco Systems May 2012 - November 2012
Source Trace Systems September 2010 - January 2012
MindTree Ltd. May 2010 - August 2010
SourceTrace System India Pvt. Ltd. August 2008 - April 2010
Target Corporation January 2007 - August 2008
Fidelity Investments March 2004 - January 2007
DSL Software Limited February 2003 - March 2004
Mphasis December 2001 - January 2003
Torry Harris August 2000 - April 2001
Skills
Java, J2EE, Web Services, OOAD, UML, Design Patterns, XML, JSP, Servlets, JSF, JMS, Spring, SQL, Hibernate, Drools, Eclipse, Ant, Maven, Websphere, Tomcat, Weblogic, Oracle, MySQL, SOAP, REST, Java Enterprise Edition, SOA, Solution Architecture, WebSphere, Web Applications, Spring Framework, Scrum, WebLogic
Education
Coimbatore Institute of Technology 1989 — 1993
Bachelor of Technology, Chemical Engineering
Fidelity Investments DirectorFidelity1996 - 2008
Verizon June 1990 - August 1996
Liberty Mutual Insurance June 1986 - June 1990
liberty mutual 1986 - 1990
St. Dominic Savio Catholic High School September 1983 - June 1986
Education
Colby College 1979 — 1983
Dom Savio High School 1976 — 1979
Schafer Cullen Capital Management March 2015 - Present
Horizon Kinetics LLC August 2005 - March 2015
Fidelity Investments April 2003 - May 2005
Skills
Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Equities, Securities, Fixed Income, Financial Markets, Valuation, Asset Management, Equity Research, Bloomberg Terminal, Investment Strategies, Bonds, Investments, Equity Valuation, Series 7, Derivatives, Mutual Funds
Education
Colby College 1994 — 1998
B.A.
State Street May 2014 - Present
KPMG December 2011 - Present
Fidelity Investments December 2007 - December 2011
Fidelity Investments September 2006 - December 2007
Fidelity Investments October 2005 - September 2006
Fidelity Investments December 2004 - October 2005
Fidelity Investments January 2004 - December 2004
Fidelity Investments Charitable Gift Fund November 2003 - January 2004
Skills
Financial Services, Mutual Funds, Analysis, Securities, Investment Management..., Investment Advisers Act, Risk Assessment, Series 7, Finance
Education
Colby College 1999 — 2003
Bachelor of Arts, International Studies and German
MFS Investment Management November 2013 - Present
Fidelity Investments April 2010 - October 2013
Fidelity Investments September 1999 - September 2008
Fidelity Investments December 1997 - September 1999
Fidelity Investments April 1996 - December 1997
Education
Colby-Sawyer College
BS, Business Administration
Piper Jaffray June 2015 - Present
MHT MidSpan Partners September 2013 - May 2015
Harris Williams July 2007 - August 2013
Adams Harkness July 2000 - July 2007
Fidelity Investments June 1996 - July 1998
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, Mergers, Corporate Development, Private Equity, Investments, M&A experience, Private Placements, Business Strategy, Equities, Financial Modeling, Due Diligence, Start-ups
Education
Georgetown University - The McDonough School of Business
MBA, Finance
Colby College
BA, Economics, Government
Noble and Greenough
Putnam 2009 - Present
Hartford Financial Services July 2006 - October 2009
Manulife Financial February 2004 - July 2006
Fidelity Investments October 2001 - February 2004
Education
Colgate University 1996 — 2000
Bachelor's degree, Economics
Colgate University 1996 — 2000
Economics
Vestmark August 2014 - Present
Fidelity Investments June 2011 - July 2013
Fidelity Investments April 2007 - December 2011
Fidelity Capital Markets August 2001 - December 2005
Thomson Financial September 1999 - August 2001
Thomson Financial 1990 - 2000
Thomson Financial November 1997 - September 1999
Skills
Electronic Trading, Trading Systems, Equities, Market Data, Trading, Capital Markets, Financial Markets, Order Management, Options, Securities, Derivatives, Equity Trading, Financial Services, Hedge Funds, Mutual Funds, Business Analysis
Education
BigVisible 2011 — 2011
Scrum Product Owner Certification, Agile Product Development
Colby College 1986 — 1990
Bachelor of Arts, American Studies
Wayland High School
Fixed Income Investments April 2013 - Present
Western Asset Management February 2013 - April 2013
Fidelity Investments August 2012 - January 2013
Capital Group August 2005 - July 2009
Bank of America 1998 - 2005
Banc of America Securities May 1998 - August 2004
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Alternative Investments, Risk Management, Valuation, Fixed Income Analysis, Derivatives, Portfolio Management, Investments, Asset Management, Options, Bonds, Mutual Funds, Financial Markets, Securities, Equity Derivatives, Bloomberg Terminal, Investment Management, Trading, Swaps, FX Options, Structured Products, Credit Derivatives, Market Data, Investment Advisory, Due Diligence, Credit Analysis, Back Office, Operational Risk, Hedging, Interest Rate...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
BSM, Business Administration and Management, General
Colby College 1994 — 1998
Fidelity Investments 2007 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2004
State Street Research and Management Company 1995 - 2000
Education
Colby College
BA, Sociology
Fidelity Investments HR Services 2007 - Present
Fidelity Investments September 1999 - February 2007
Leeman Labs LLC September 1996 - August 1999
Skills
Visio, Oracle E-Business Suite, Process Improvement, MS Project, Business Analysis, Six Sigma, Program Management, Relationship Management, Project Management, Risk Management, Vendor Management, Business Requirements, Access, Requirements Gathering, Payroll, Data Analysis, Outlook, Benefits Administration, CRM, Employee Benefits, Requirements Analysis, Call Centers, Management, Business Process...
Education
Southern New Hampshire University 2005 — 2007
Business
Colby Sawyer College 1992 — 1996
Bachelor of Arts, Biology, General
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2009 - July 2011
Wells Fargo Advisors July 2007 - January 2009
AG Edwards & Sons April 2002 - July 2007
CitiStreet December 2001 - April 2002
mPower October 2000 - August 2001
Fidelity Investments 1995 - 2000
Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Alternative Investments, Retirement, Securities, Investment Strategies, Fixed Income, Equities
Education
Colby College 1991 — 1995
Bachelor of Arts
Deerfield Academy 1990 — 1991
PG
Scituate High School
Equity Services, Inc. January 2006 - January 2014
Fidelity Investments August 2000 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Equities, Trading, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Finance
Education
Southern New Hampshire University
Masters
Colby-Sawyer College 1996 — 2000
Bachelors in Business Mgmt
Brookfield High School 1991 — 1995
Fidelity Investments July 2011 - Present
Fidelity Investments June 2010 - July 2011
Fidelity Investments August 2007 - January 2010
Fidelity Investments March 2006 - August 2007
Fidelity Investments May 2003 - March 2006
Fidelity Investments March 2001 - May 2003
WJAR-TV December 1999 - March 2001
Education
University of Rhode Island 1996 — 1998
Bachelor's Degree
Colby College 1993 — 1995
English Language and Literature, Art History
Raytheon October 2013 - Present
Raytheon January 2009 - October 2013
Sentinel Benefits January 2005 - October 2007
Fidelity Investments September 1999 - December 2004
Fidelity Investments September 1996 - September 1999
Key Bank July 1993 - August 1996
Walker Associates Inc. June 1989 - July 1993
Skills
Finance, Budgets
Education
Colby College 1986 — 1989
BA, Mathematics
Benefit Strategies April 2014 - Present
Benefit Strategies February 2006 - March 2014
Benefit Strategies January 2012 - July 2013
Fidelity Investments August 2004 - July 2005
Skills
Salesforce.com, Customer Service, Employee Benefits, Account Management
Education
Colby Sawyer College 1998 — 2003
Bachelor of Science (BS), Sports Management
Williamson Corporation November 2013 - Present
Williamson Corporation January 2013 - November 2013
Williamson Corporation September 2011 - December 2012
AIRINC January 2009 - September 2011
Fidelity Investments July 2007 - August 2007
ASIANetwork Freeman Foundation May 2007 - June 2007
Skills
Analysis, Data Analysis, Research, Statistics, Economics, Sales, Social Media, Inbound Marketing, Inbound Lead Generation, HubSpot
Education
Colby College 2004 — 2008
B.A., Economics, East Asian Studies
Danish Institute for Study Abroad 2006 — 2006
International Business and Economics, China Studies
CEB January 2011 - Present
Harvard University September 2006 - May 2010
Stax Inc. 2005 - 2010
Tufts University January 2005 - May 2009
The London School of Economics and Political Science (LSE) 2005 - 2007
Fidelity Investments September 2000 - September 2003
CEB 1998 - 2000
Skills
Strategic Planning, Research, Strategy, Analytics, International Project..., Qualitative Research, Quantitative Research, Political Philosophy, Political Science, International Relations, Business Development, Proposal Writing, Management, Strategic Consulting, Project Management, Economics, Data Analysis
Education
London School of Economics and Political Science 2004 — 2009
PhD, Government
Harvard University 2006 — 2006
Visiting Fellow, Department of Government
London School of Economics and Political Science 2003 — 2004
MSc, International Relations
London School of Economics and Political Science 1997 — 1998
MSc, Political Theory
Colgate University 1993 — 1997
BA, Political Science
Fidelity Investments March 2009 - Present
Andrea Colby Consulting June 2008 - Present
Learning Technologies, Inc. September 1994 - June 2008
G. K. Hall Publishers 1985 - 1993
Skills
Copy Editing, Proofreading, Layout, Desktop Publishing, Web Design, Marketing Communications, Editing, Web Content, Public Speaking, Newspaper, Advertising, Publishing, Publications, Content Management, Email Marketing, Research, Marketing, Nonprofits, Brochures, Direct Mail, Fundraising, Newsletters
Education
Colby College
BA, English, Sociology
Fidelity Investments: Fidelity Communications and Advertising 2010 - 2012
Fidelity Investments: Fidelity Employer Services Company 2005 - 2008
Fidelity Investments 1991 - 1995
Fidelity Investments 1989 - 1991
Fidelity Investments 1987 - 1988
Fidelity Investments 1984 - 1986
Skills
Marketing Strategy, Investments, Strategy, Management, Strategic Planning, Program Management
Education
Colby College 1977 — 1981
Bachelor’s Degree, Psychology
New England Patriots October 2009 - Present
Circles July 2007 - January 2009
Fidelity Investments 2004 - 2006
Pioneer Investments 2002 - 2004
Skills
Microsoft Excel, PowerPoint, Marketing, Customer Service, Microsoft Office, Public Speaking, Sales, Salesforce.com, Social Media Marketing, Financial Analysis, Microsoft Word, Leadership, Social Media, Event Planning, Social Networking, Investments
Education
Colby College 1995 — 2000
Fidelity Investments July 2001 - Present
Fidelity Investments January 2000 - July 2001
Fidelity Trust Company July 1998 - January 2000
First Data Corporation January 1991 - July 1998
Skills
Series 7, Fixed Income, Alternative Investments, Investments, Mutual Funds, Financial Services, Business Strategy, Asset Management, Financial Risk, Securities, Equities
Education
Suffolk University Law School 1992 — 1996
JD, Law
Colby College 1982 — 1986
BA,, Economics, Finance
St. John's Prep 1978 — 1982
High School
Fidelity Investments June 2012 - Present
Veritude January 2010 - June 2012
Cue Data Services June 2009 - January 2010
Fidelity Investments May 2006 - November 2008
Fidelity Investments April 1997 - May 2006
Fidelity Investments March 1992 - April 1997
The Boston Company September 1990 - March 1992
Skills
DB2/SQL, COBOL, Application Optimization, CICS, DB2, IBM Utilities, z/OS, VSAM, IBM Mainframe, Mainframe, Database Design, JCL, SPUFI
Education
Colby College 1979 — 1984
BA, Business Admin/ Mathematics
Merrimack College
Fidelity Investments 2006 - 2012
Collaborative Consulting 2000 - 2006
Beacon International, Inc 1989 - 1999
Advanced Information Services Company 1986 - 1988
AT&T Network Services 1986 - 1986
AT&T Communications 1982 - 1985
Skills
IT Management, IT Strategy, Consulting, Sales, General Management, Software Development, Product Management, Professional Services, Asset Managment, Financial Services, Transfer Agency, IT Transformation, Contract Negotiation, Finance, Human Resources, Budget and Cost Control, Offshore Development, Program Management, Entrepreneurship, Relationship Management, Leadership, Asset Management, Strategic Planning, P&L Management, Strategy, Vendor Management, SDLC, Change Management, Executive Management, Outsourcing, Business Process..., Product Development, Business Analysis, Management Consulting, Investments, Start-ups, Risk Management, Management, IT Service Management
Education
Colgate University 1978 — 1982
BA, Economics and Computer Science
Fidelity Investments September 2010 - April 2014
Fidelity Investments March 2008 - September 2010
Fidelity Investments January 2007 - March 2008
Fidelity Investments March 2005 - January 2007
Fidelity Investments August 2003 - March 2005
Fidelity Investments August 2000 - August 2003
Skills
Vendor Management, Process Improvement, Business Analysis, Project Management, Risk Management, Management, Call Centers, Program Management, Change Management, Outsourcing, Customer Service, Business Process..., Operations Management, Requirements Analysis, Relationship Management, Microsoft Excel
Education
Colby-Sawyer College 1994 — 1998
Bachelor of Applied Science (B.A.Sc.)
Fuqua School of Business July 2015 - Present
Oliver Wyman May 2012 - June 2015
Corven May 2012 - July 2013
Genscape, Inc. March 2011 - May 2012
World Energy Solutions October 2009 - March 2011
Fidelity Investments June 2008 - August 2008
Skills
Commodity, Energy, Demand Response, Energy Management, Leadership, Energy Markets
Education
Colby College 2005 — 2009
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Fidessa November 2011 - Present
ConvergEx Group March 2011 - October 2011
Eze Castle Software June 2010 - October 2011
Eze Castle Software November 2009 - June 2010
Fidelity Investments June 2008 - August 2008
Education
Colby College 2005 — 2009
B.A.
Newton North High School 2001 — 2005
Fidelity Investments 2008 - Present
Fidelity Investments March 2006 - November 2008
Fidelity Investments 2004 - 2006
Skills
Chartered Financial..., Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Investment Management, Equities, Product Management, Fixed Income, Portfolio Management, Wealth Management, Securities, Investments, Bloomberg, Capital Markets, Financial Services, Product Development, FactSet, Emerging Markets
Education
Colby College 1988 — 1992
BA, Economics, Public Policy
Colby College
Bachelor's degree, Economics
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - June 2014
Fidelity Investments October 2011 - June 2013
The Belmont Hill School June 2011 - August 2011
Education
Colby College 2007 — 2011
Bachelor of Arts (B.A.), Government, Administrative Science
University of Southern Maine - School of Business
Master of Business Administration (MBA)
Red Cloud Inc. July 2009 - Present
HP July 2006 - January 2009
CSC October 2002 - January 2006
ThinkFast Consulting May 2001 - May 2002
Syntel July 1999 - March 2001
KPMG CT November 1996 - July 1999
Bank of America May 1991 - November 1996
Fidelity Investments June 1989 - February 1991
USLIFE SYSTEMS February 1986 - June 1989
Skills
Data Architecture, Solution Architecture, Data Warehousing, Business Intelligence, Project Management, ETL, Pre-sales, Master Data Management, Data Integration, Enterprise Architecture, Data Modeling, Dimensional Modeling, OLAP, SDLC, IT Strategy
Education
University of San Diego
Bachelor of Arts (B.A.), Music
Coleman College
Certificate of Proficiency, Information Technology
BU/BMC December 2009 - Present
Recombinant Data Corp August 2010 - September 2011
Fidelity Investments November 2003 - July 2009
Worcester Polytechnic Institute September 2003 - December 2003
Boston University September 2001 - May 2002
Skills
SDLC, ETL, Agile Methodologies, SQL, Microsoft SQL Server, Data Warehousing, Oracle, PL/SQL, SOA, Database Design, Databases
Education
Boston University Boston 2000 — 2002
MS, Computer Science
Cochin University of Science and Technology 1995 — 1999
B.Tech, Computer Engineering
Bloomberg LP April 2014 - Present
Wellington Management August 2012 - April 2014
Fidelity Investments June 2011 - August 2011
HomeCare New England June 2010 - August 2010
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Fidelity Investments 2014 - Present
UBS 2011 - 2014
Mahindra Satyam 2005 - 2010
Skills
Autosys, Production Support, Remedy, Control-M, Unix Shell Scripting, Unix, Release Management, Service Desk, User Acceptance Testing, PL/SQL, Ksh, Oracle SQL, Shell Scripting, SQL, RDBMS, ITIL, FTP, Incident Management, Trading Applications, Oracle
Education
Cochin University of Science and Technology
Master of Computer Applications (MCA)
Fidelity Investments January 2007 - Present
Education
Colby College
Smith & Nephew, Inc. July 2006 - Present
Fidelity Investments January 1990 - November 2003
various 1983 - 1989
Skills
Project Management, Cross-functional Team..., Team Leadership, Process Improvement, Marketing Strategy, Team Building, Technical Writing, Marketing Communications, Regulated Industry, Medical Writing
Education
Colby College
Bachelor of Arts (BA), English Language and Literature, General
Simmons School of Management
Master of Business Administration (MBA), Marketing/Marketing Management, General
Brookwood School September 2003 - Present
Tower School July 2002 - July 2003
Fidelity Investments April 2000 - November 2001
ThunderHouse April 1998 - April 2000
Modem Media April 1996 - April 1998
Skills
Curriculum Development, Lesson Planning, Tutoring, Elementary Education, Teaching, Staff Development, Nonprofits, Research, Fundraising
Education
Suffolk University - Sawyer School of Management 1998 — 2001
Master of Business Administration (MBA), Marketing/Marketing Management, General
Colby College 1989 — 1993
Bachelor of Arts (B.A.), Spanish Language and Literature