Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Chris Vancisin Chris Vancisin Orange County, California Area Details
Chris Vancisin's Fidelity Investments Experience October 2010 - February 2011
Job Portfolio Management Officer I at Bank of America Merrill Lynch
Industry Banking
Experience
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

Matthew R Kobelski Matthew R Kobelski Greater Boston Area Details
Matthew R Kobelski's Fidelity Investments Experience June 2003 - August 2003
Job President at Credentials Real Estate Group, Inc. Expert in Real Estate Transactions and Property Law, ► Let’s Connect!
Industry Real Estate
Experience
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

Sourabh Raj Sourabh Raj Raleigh-Durham, North Carolina Area Details
Sourabh Raj's Fidelity Investments Experience July 2015 - Present
Job Lead QA Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Brian Day Brian Day Danvers, Massachusetts Details
Brian Day's Fidelity Investments Experience July 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Shannon Baillie Shannon Baillie Boston, Massachusetts Details
Shannon Baillie's Fidelity Investments Experience March 2012 - Present
Job Senior Performance Analyst at Fidelity Investments
Industry Investment Management
Experience
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

John Nagle John Nagle Dallas/Fort Worth Area Details
John Nagle's Fidelity Investments Experience August 2012 - January 2013
Job Digital Communications Manager at City of Garland
Industry Marketing and Advertising
Experience
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

Melissa Fernandes Melissa Fernandes Greater Seattle Area Details
Melissa Fernandes's Fidelity Investments Experience January 2015 - January 2015
Job Software Developer at xome
Industry Computer Software
Experience
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

Connor Sullivan Connor Sullivan Greater Boston Area Details
Connor Sullivan's Fidelity Investments Experience September 2012 - June 2013
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
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

Aaron Feeney Aaron Feeney Albuquerque, New Mexico Area Details
Aaron Feeney's Fidelity Investments Experience August 2014 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
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

Shannon Silva Shannon Silva Merrimack, New Hampshire Details
Shannon Silva's Fidelity Investments Experience January 2012 - Present
Job Senior Product Manager at Fidelity Investments
Industry Financial Services
Experience
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

Charles Jennings Charles Jennings New York, New York Details
Charles Jennings's Fidelity Investments Experience August 2015 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
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

Tyler Hendrickson Tyler Hendrickson Greater Boston Area Details
Tyler Hendrickson's Fidelity Investments Experience September 2015 - Present
Job Stock Plan Services, SPA Manager at Fidelity Investments
Industry Financial Services
Experience
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

Alex Armellini Alex Armellini Greater New York City Area Details
Alex Armellini's Fidelity Investments Experience June 2011 - August 2011
Job Sales Consultant at Unum
Industry Insurance
Experience
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

Brandan Rivard Brandan Rivard Greater Boston Area Details
Brandan Rivard's Fidelity Investments Experience May 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

Sandy Brinn Sandy Brinn Cleveland/Akron, Ohio Area Details
Sandy Brinn's Fidelity Investments Experience October 1994 - June 1998
Job Product and Marketing Executive
Industry Financial Services
Experience
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

Andrew Adelfio Andrew Adelfio Boston, Massachusetts Details
Andrew Adelfio's Fidelity Investments Experience June 2013 - August 2013
Job Consultant at Bain & Company
Industry Management Consulting
Experience
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

Lesley Eydenberg Bouvier Lesley Eydenberg Bouvier Greater Boston Area Details
Lesley Eydenberg Bouvier's Fidelity Investments Experience 2003 - 2009
Job Active fixed income, equities and private equity investor
Industry Investment Management
Experience
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

Lou Chong Lou Chong Greater Boston Area Details
Lou Chong's Fidelity Investments Experience 1994 - 2002
Job Principal at Antaeus Retirement Services LLC
Industry Investment Management
Experience
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

Bobby Gorman Bobby Gorman Boston, Massachusetts Details
Bobby Gorman's Fidelity Investments Experience August 2015 - Present
Job Strategy Group at Fidelity Investments
Industry Financial Services
Experience
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

Amye Newhall Amye Newhall Greater Boston Area Details
Amye Newhall's Fidelity Investments Experience February 1992 - Present
Job Instructional Designer at Fidelity Investments
Industry Financial Services
Experience
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

Lee Sterne, CFA Lee Sterne, CFA Greater Boston Area Details
Lee Sterne, CFA's Fidelity Investments Experience November 2012 - Present
Job ETF Strategist at Fidelity Investments
Industry Financial Services
Experience
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

Gail Clemenzi Gail Clemenzi Greater Boston Area Details
Gail Clemenzi's Fidelity Investments Experience November 2010 - Present
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
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

Christen Monk Christen Monk Allston, Massachusetts Details
Christen Monk's Fidelity Investments Experience December 2014 - Present
Job Senior Manager, Oversight, Strategic Advisors at Fidelity Investments
Industry Financial Services
Experience
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)

Mark Melander Mark Melander Greater Boston Area Details
Mark Melander's Fidelity Investments Experience September 1999 - June 2004
Job Business Development
Industry Marketing and Advertising
Experience
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

Stephen Langlois Stephen Langlois Greater Boston Area Details
Stephen Langlois's Fidelity Investments Experience April 2015 - Present
Job Strategic Business Development, Fidelity Wealth Technologies at Fidelity Investments
Industry Financial Services
Experience
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

Courtney (Goodie) Barker Courtney (Goodie) Barker Greater Boston Area Details
Courtney (Goodie) Barker's Fidelity Investments Experience June 2012 - August 2012
Job Associate at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
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

Allison G. Wheeler Allison G. Wheeler Greater Boston Area Details
Allison G. Wheeler's Fidelity Investments Experience 1989 - 1992
Job Executive Administrator/Meeting Planner
Industry Marketing and Advertising
Experience
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

Brendan McGillick, RFC® Brendan McGillick, RFC® Greater Los Angeles Area Details
Brendan McGillick, RFC®'s Fidelity Investments Experience July 2008 - February 2010
Job Associate Director at Edelman Financial Services
Industry Financial Services
Experience
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

Mary Beth Cosgrove Mary Beth Cosgrove West Hartford, Connecticut Details
Mary Beth Cosgrove's Fidelity Investments Experience 1981 - 1984
Job Real Estate Agent,Specializing in Staging
Industry Real Estate
Experience
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

Robert Budny Robert Budny Cleveland/Akron, Ohio Area Details
Robert Budny's Fidelity Investments Experience October 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Frank Finizio Frank Finizio Greater Boston Area Details
Frank Finizio's Fidelity Investments Experience January 2003 - May 2012
Job Senior Contracts Mgr and Financial Professional
Industry Financial Services
Experience
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

Jay Philoon Jay Philoon Bangor, Maine Area Details
Jay Philoon's Fidelity Investments Experience 1997 - 2008
Job Senior Software Engineer at Penobscot Bay Media
Industry Computer Software
Experience
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

Nick Norton Nick Norton Greater Denver Area Details
Nick Norton's Fidelity Investments Experience June 1986 - May 1994
Job Workforce & Strategy Leader for MarketLeading Companies
Industry Financial Services
Experience
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

Nancy Von Stackelberg Nancy Von Stackelberg Greater Boston Area Details
Nancy Von Stackelberg's Fidelity Investments Experience April 2004 - August 2008
Job CoFounder and Principal at Radius Wealth Management
Industry Investment Management
Experience
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

Christine Petersen Christine Petersen Boston, Massachusetts Details
Christine Petersen's Fidelity Investments Experience 1993 - 1996
Job
Industry Internet
Experience
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

Nick Hunnewell Nick Hunnewell New York, New York Details
Nick Hunnewell's Fidelity Investments Experience June 2011 - August 2011
Job Associate at The Riverside Company
Industry Financial Services
Experience
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

Paul Faulkner Paul Faulkner Hartford, Connecticut Area Details
Paul Faulkner's Fidelity Investments Experience July 2011 - January 2012
Job Chartered Financial Consultant®
Industry Financial Services
Experience
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

Connor Clancy Connor Clancy Chicago, Illinois Details
Connor Clancy's Fidelity Investments Experience June 2014 - August 2014
Job Associate at PwC | People in Deals
Industry Management Consulting
Experience
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

Ashley Oost-Lievense Ashley Oost-Lievense Boston, Massachusetts Details
Ashley Oost-Lievense's Fidelity Investments Experience September 2015 - Present
Job Management Consultant, Fidelity Business Consulting, Fidelity Investments
Industry Management Consulting
Experience
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

Alec Finigan Alec Finigan Greater Boston Area Details
Alec Finigan's Fidelity Investments Experience July 2014 - June 2015
Job Westfield Capital Management
Industry Financial Services
Experience
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

Heather Burke Heather Burke San Diego, California Details
Heather Burke's Fidelity Investments Experience September 2005 - June 2008
Job Wealth Advisor at HoyleCohen, LLC
Industry Investment Management
Experience
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)

Andy Shpiz Andy Shpiz Greater New York City Area Details
Andy Shpiz's Fidelity Investments Experience 1991 - 1994
Job Portfolio Manager / Managing Director
Industry Investment Management
Experience
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

Erika Nardini Erika Nardini Greater New York City Area Details
Erika Nardini's Fidelity Investments Experience June 1998 - December 2001
Job President, Chief Revenue Officer at Bkstg
Industry Online Media
Experience
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

Rebecca Ferman Rebecca Ferman Nashua, New Hampshire Details
Rebecca Ferman's Fidelity Investments Experience September 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Kimberly Claiborne Kimberly Claiborne Greater Boston Area Details
Kimberly Claiborne's Fidelity Investments Experience September 1995 - December 2006
Job Human Resources Business Partner at Neighborhood Health Plan
Industry Accounting
Experience
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

Cristen Mastroianni, CPA Cristen Mastroianni, CPA Boston, Massachusetts Details
Cristen Mastroianni, CPA's Fidelity Investments Experience June 2007 - Present
Job Senior Finance Director at Fidelity Investments
Industry Financial Services
Experience
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

Todd Estabrook Todd Estabrook Greater Boston Area Details
Todd Estabrook's Fidelity Investments Experience 1999 - 2003
Job Chief Marketing Officer at Commonwealth Financial
Industry Marketing and Advertising
Experience
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

Jason Gleeson Jason Gleeson Rochester, New York Area Details
Jason Gleeson's Fidelity Investments Experience October 1995 - December 2008
Job Technical Business Analyst at Excellus BCBS
Industry Financial Services
Experience
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

Katharine O'Reilly Katharine O'Reilly Manhattan Beach, California Details
Katharine O'Reilly's Fidelity Investments Experience October 2012 - September 2013
Job Client Success Supervisor at ZeroTurnaround
Industry Computer Software
Experience
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

Rebecca Aliber Rebecca Aliber New York, New York Details
Rebecca Aliber's Fidelity Investments Experience May 2010 - August 2010
Job Sales Analyst and Retail Coordinator at Ramy Brook LLC
Industry Retail
Experience
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

Chip Kispert Chip Kispert Greater Denver Area Details
Chip Kispert's Fidelity Investments Experience August 1998 - December 1999
Job Managing Partner, Beacon Strategies, LLC
Industry Financial Services
Experience
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

Rosemary Alapatt Rosemary Alapatt Dallas/Fort Worth Area Details
Rosemary Alapatt's Fidelity Investments Experience September 2014 - April 2015
Job Sr. Technical Business Analyst Consultant at Southwest Airlines
Industry Airlines/Aviation
Experience
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

Brooke Allen Forbes Brooke Allen Forbes Greater Boston Area Details
Brooke Allen Forbes's Fidelity Investments Experience February 2010 - Present
Job Senior Vice President, Customer Contact Solutions at Fidelity Investments
Industry Financial Services
Experience
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

Saravana Aravind Rajaratnam Saravana Aravind Rajaratnam Toronto, Canada Area Details
Saravana Aravind Rajaratnam's Fidelity Investments Experience March 2004 - January 2007
Job Senior Java Developer
Industry Information Technology and Services
Experience
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

Rick Fusco Rick Fusco Greater Boston Area Details
Rick Fusco's Fidelity Investments Experience DirectorFidelity1996 - 2008
Job Mainframe Programmer at Fidelity Investments
Industry Computer Software
Experience
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

Michael Gallant, CFA Michael Gallant, CFA Greater New York City Area Details
Michael Gallant, CFA's Fidelity Investments Experience April 2003 - May 2005
Job Research Analyst at Schafer Cullen Capital Management
Industry Financial Services
Experience
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.

Kim Langone Kim Langone Greater Boston Area Details
Kim Langone's Fidelity Investments Experience December 2007 - December 2011
Job Investment Management Compliance Professional
Industry Financial Services
Experience
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

Jill Dean Jill Dean Greater Boston Area Details
Jill Dean's Fidelity Investments Experience April 2010 - October 2013
Job Client Service Manager at MFS Investment Management
Industry Financial Services
Experience
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

Garin Arevian Garin Arevian Greater Boston Area Details
Garin Arevian's Fidelity Investments Experience June 1996 - July 1998
Job Managing Director, TMT Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
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

Bill Loehning Bill Loehning Boston, Massachusetts Details
Bill Loehning's Fidelity Investments Experience October 2001 - February 2004
Job Putnam Investments, RIA Advisory Services
Industry Financial Services
Experience
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

Kelly Calnan Kelly Calnan Greater Boston Area Details
Kelly Calnan's Fidelity Investments Experience June 2011 - July 2013
Job Product Management/Ownership, Business Analysis, Trading
Industry Financial Services
Experience
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

Christopher P. Fox Christopher P. Fox Greater Los Angeles Area Details
Christopher P. Fox's Fidelity Investments Experience August 2012 - January 2013
Job Fixed Income Operations/Valuation Analyst at Open To New Opportunities
Industry Investment Management
Experience
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

Sarah Indelicato Sarah Indelicato Greater Boston Area Details
Sarah Indelicato's Fidelity Investments Experience 2007 - Present
Job HR Project Manager at Fidelity Investments
Industry Human Resources
Experience
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

Christopher Ihasz Christopher Ihasz Greater Boston Area Details
Christopher Ihasz's Fidelity Investments Experience September 1999 - February 2007
Job Project Manager at Fidelity Investments
Industry Human Resources
Experience
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

Peter Gates Peter Gates Greater Boston Area Details
Peter Gates's Fidelity Investments Experience 1995 - 2000
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Anne Raeburn Anne Raeburn Montpelier, Vermont Details
Anne Raeburn's Fidelity Investments Experience August 2000 - May 2004
Job Transition
Industry Financial Services
Experience
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

Kate Leach Kate Leach Providence, Rhode Island Area Details
Kate Leach's Fidelity Investments Experience July 2011 - Present
Job Director, Software Engineering & Development, Fidelity Investments
Industry Information Technology and Services
Experience
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

Karen McMann Karen McMann Greater Boston Area Details
Karen McMann's Fidelity Investments Experience September 1999 - December 2004
Job Sr. Budget Analyst at Raytheon
Industry Financial Services
Experience
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

Eric Keskula Eric Keskula Greater Boston Area Details
Eric Keskula's Fidelity Investments Experience August 2004 - July 2005
Job Implementation Specialist at Benefit Strategies
Industry Human Resources
Experience
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

Thomas Huff Thomas Huff Greater Boston Area Details
Thomas Huff's Fidelity Investments Experience July 2007 - August 2007
Job Marketing and Business Development Manager at Williamson Corporation
Industry Industrial Automation
Experience
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

Barton Edgerton Barton Edgerton Washington D.C. Metro Area Details
Barton Edgerton's Fidelity Investments Experience September 2000 - September 2003
Job Research Consultant at CEB
Industry Management Consulting
Experience
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

Andrea Colby Andrea Colby Greater Boston Area Details
Andrea Colby's Fidelity Investments Experience March 2009 - Present
Job Contract Proofreader/Communications & Advertising at Fidelity Investments
Industry Graphic Design
Experience
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

Heidi Baxter Heidi Baxter Greater Boston Area Details
Heidi Baxter's Fidelity Investments Experience 1991 - 1995
Job Management Consultant
Industry Financial Services
Experience
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

Andrew Slattery Andrew Slattery Greater Boston Area Details
Andrew Slattery's Fidelity Investments Experience 2004 - 2006
Job at New England Patriots
Industry Retail
Experience
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

Jay Burke Jay Burke Greater Boston Area Details
Jay Burke's Fidelity Investments Experience July 2001 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
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

Richard Valeri Richard Valeri Greater Boston Area Details
Richard Valeri's Fidelity Investments Experience June 2012 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
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

Robert Mushinski Robert Mushinski Greater Boston Area Details
Robert Mushinski's Fidelity Investments Experience 2006 - 2012
Job Driving Corporate Success Through Operational Excellence and Technical Leadership
Industry Information Technology and Services
Experience
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

Meredith Trudel Meredith Trudel Greater Boston Area Details
Meredith Trudel's Fidelity Investments Experience September 2010 - April 2014
Job Operations Project Manager
Industry Outsourcing/Offshoring
Experience
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.)

Mike McKeon Mike McKeon Durham, North Carolina Details
Mike McKeon's Fidelity Investments Experience June 2008 - August 2008
Job MBA Candidate at Duke University Fuqua School of Business
Industry Oil & Energy
Experience
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

Joshua Sadownik Joshua Sadownik New York, New York Details
Joshua Sadownik's Fidelity Investments Experience June 2008 - August 2008
Job Connectivity Services Specialist at Fidessa
Industry Financial Services
Experience
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

Kevin D Smith, CFA Kevin D Smith, CFA Providence, Rhode Island Area Details
Kevin D Smith, CFA's Fidelity Investments Experience 2008 - Present
Job Vice President, Investment Director at Fidelity Investments
Industry Financial Services
Experience
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

Alexandra Essman Alexandra Essman Portland, Maine Details
Alexandra Essman's Fidelity Investments Experience June 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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)

Marcellus Silva Marcellus Silva Dallas/Fort Worth Area Details
Marcellus Silva's Fidelity Investments Experience June 1989 - February 1991
Job Solutions Architect at Red Cloud Inc.
Industry Information Technology and Services
Experience
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

Sara Thomas Sara Thomas Greater Boston Area Details
Sara Thomas's Fidelity Investments Experience November 2003 - July 2009
Job Senior ETL developer
Industry Computer Software
Experience
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

Jonathan McIvor Jonathan McIvor New York, New York Details
Jonathan McIvor's Fidelity Investments Experience June 2011 - August 2011
Job Financial Product Sales and Analytics at Bloomberg LP
Industry Financial Services
Experience
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

Nisha Mishra Nisha Mishra Greater New York City Area Details
Nisha Mishra's Fidelity Investments Experience 2014 - Present
Job Sr Qa Analyst
Industry Financial Services
Experience
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)

Julia Collard Julia Collard Amherst, New Hampshire Details
Julia Collard's Fidelity Investments Experience January 2007 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2007 - Present

Education
Colby College

Sarah Morissette Sarah Morissette Andover, Massachusetts Details
Sarah Morissette's Fidelity Investments Experience January 1990 - November 2003
Job Senior Technical Communications Specialist at Smith & Nephew, Inc.
Industry Medical Devices
Experience
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

Carrie Woodruff Carrie Woodruff Ipswich, Massachusetts Details
Carrie Woodruff's Fidelity Investments Experience April 2000 - November 2001
Job World Language Dept. Coordinator & Spanish Teacher at Brookwood School
Industry Education Management
Experience
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

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