Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Julie Draczynski Julie Draczynski's Fidelity Investments Experience April 2008 - May 2010
Job Associate Director at College of the Holy Cross
Industry Financial Services
Experience
College of the Holy Cross July 2015 - Present
College of the Holy Cross August 2013 - July 2015
Worcester Polytechnic Institute September 2012 - May 2013
College of the Holy Cross February 2011 - September 2012
Fidelity Investments April 2008 - May 2010
Fidelity Investments September 2006 - April 2008
Fidelity Investments November 2002 - September 2006
Fidelity Investments January 2003 - June 2003
Fidelity Investments September 2000 - November 2002
Skills
Career Development, Training, Instructional Design, Interviews, Project Management, Workshop Facilitation, Talent Management, Program Management, Training Delivery, Performance Improvement, Job Search Strategies, Cover Letters, Performance Consulting, Analysis, Blended Learning, E-Learning, Coaching, Process Improvement, Organizational...
Education
Lesley University 2002 — 2004
Master of Science, Training & Development
College of the Holy Cross 1995 — 1999
BA, Psychology
College of the Holy Cross July 2015 - Present
College of the Holy Cross August 2013 - July 2015
Worcester Polytechnic Institute September 2012 - May 2013
College of the Holy Cross February 2011 - September 2012
Fidelity Investments April 2008 - May 2010
Fidelity Investments September 2006 - April 2008
Fidelity Investments November 2002 - September 2006
Fidelity Investments January 2003 - June 2003
Fidelity Investments September 2000 - November 2002
Skills
Career Development, Training, Instructional Design, Interviews, Project Management, Workshop Facilitation, Talent Management, Program Management, Training Delivery, Performance Improvement, Job Search Strategies, Cover Letters, Performance Consulting, Analysis, Blended Learning, E-Learning, Coaching, Process Improvement, Organizational...
Education
Lesley University 2002 — 2004
Master of Science, Training & Development
College of the Holy Cross 1995 — 1999
BA, Psychology
David Anastasio David Anastasio's Fidelity Investments Experience February 2007 - December 2008
Job Lead Project Engineer at Jacobs Technology
Industry Defense & Space
Experience
Jacobs July 2009 - Present
Fidelity Investments February 2007 - December 2008
Fidelity Investments April 2004 - February 2007
Fidelity Investments December 1997 - April 2004
Fidelity Investments July 1994 - December 1997
Skills
Vendor Management, ITIL, Project Management, Unix, Enterprise Software, IT Service Management, Release Management, Program Management, Process Improvement, Change Management, System Deployment, Technical Support, Integration, ClearCase, Leadership, Analysis, Systems Engineering
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
Jacobs July 2009 - Present
Fidelity Investments February 2007 - December 2008
Fidelity Investments April 2004 - February 2007
Fidelity Investments December 1997 - April 2004
Fidelity Investments July 1994 - December 1997
Skills
Vendor Management, ITIL, Project Management, Unix, Enterprise Software, IT Service Management, Release Management, Program Management, Process Improvement, Change Management, System Deployment, Technical Support, Integration, ClearCase, Leadership, Analysis, Systems Engineering
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
Cynthia C. O'Rourke, CFP® Cynthia C. O'Rourke, CFP®'s Fidelity Investments Experience July 1992 - February 2009
Job Senior Vice President/Senior Client Advisor
Industry Financial Services
Experience
Spinnaker Trust January 2011 - Present
Charter Oak Capital Management February 2009 - January 2011
Fidelity Investments July 1992 - February 2009
CSA Financial Corp June 1989 - April 1991
BAII Banking Corporation 1985 - 1988
Skills
Investments, High Net Worth..., Strategic Financial..., Series 7, Series 63, Investment Advisory, Mutual Funds, Series 65
Education
College of the Holy Cross 1981 — 1985
BA, Economics/French
Le Sorbonne 1983 — 1984
West Essex 1978 — 1981
Spinnaker Trust January 2011 - Present
Charter Oak Capital Management February 2009 - January 2011
Fidelity Investments July 1992 - February 2009
CSA Financial Corp June 1989 - April 1991
BAII Banking Corporation 1985 - 1988
Skills
Investments, High Net Worth..., Strategic Financial..., Series 7, Series 63, Investment Advisory, Mutual Funds, Series 65
Education
College of the Holy Cross 1981 — 1985
BA, Economics/French
Le Sorbonne 1983 — 1984
West Essex 1978 — 1981
Jawad A. Ahsan Jawad A. Ahsan's Fidelity Investments Experience 1999 - 2001
Job Chief Financial Officer at Market Track, LLC
Industry Market Research
Experience
Market Track May 2014 - Present
GE Healthcare IT April 2012 - April 2014
GE Healthcare IT February 2010 - April 2012
GE Capital Aviation Services February 2008 - February 2010
GE Aviation May 2007 - February 2008
GE Aviation October 2006 - May 2007
GE Corporate Audit Staff September 2005 - September 2006
GE Corporate Audit Staff September 2003 - August 2005
GE Plastics July 2001 - August 2003
Fidelity Investments 1999 - 2001
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), General Management
College of the Holy Cross 1997 — 2001
B.A., Economics & International Studies
Market Track May 2014 - Present
GE Healthcare IT April 2012 - April 2014
GE Healthcare IT February 2010 - April 2012
GE Capital Aviation Services February 2008 - February 2010
GE Aviation May 2007 - February 2008
GE Aviation October 2006 - May 2007
GE Corporate Audit Staff September 2005 - September 2006
GE Corporate Audit Staff September 2003 - August 2005
GE Plastics July 2001 - August 2003
Fidelity Investments 1999 - 2001
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), General Management
College of the Holy Cross 1997 — 2001
B.A., Economics & International Studies
John C Hennessey John C Hennessey's Fidelity Investments Experience 1993 - 1999
Job Sr Regional VP / Retirement Consultant, CRPC at Allianz Life Financial Services
Industry Financial Services
Experience
Allianz Life Financial Services November 2003 - Present
Allianz Life Financial Services November 2003 - Present
Smith Barney September 2000 - November 2003
PLANCO May 1998 - September 2000
Fidelity Investments 1993 - 1999
Skills
Series 63, Annuities, Series 7, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Series 65, Wholesaling, Investments, Financial Planning, Insurance, Sales Management, Fixed Annuities, Equities, Financial Advisory, Fixed Income, Series 6, Variable Annuities, Life Insurance, Series 24, FINRA, Asset Allocation, 401k, Separately Managed..., IRAs, Securities, Investment Advisory, Alternative Investments, Financial Services, Asset Management, Investment Strategies, Finance, Portfolio Management, Risk Management
Education
College of the Holy Cross 1984 — 1988
BA, English
CM 1980 — 1984
Allianz Life Financial Services November 2003 - Present
Allianz Life Financial Services November 2003 - Present
Smith Barney September 2000 - November 2003
PLANCO May 1998 - September 2000
Fidelity Investments 1993 - 1999
Skills
Series 63, Annuities, Series 7, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Series 65, Wholesaling, Investments, Financial Planning, Insurance, Sales Management, Fixed Annuities, Equities, Financial Advisory, Fixed Income, Series 6, Variable Annuities, Life Insurance, Series 24, FINRA, Asset Allocation, 401k, Separately Managed..., IRAs, Securities, Investment Advisory, Alternative Investments, Financial Services, Asset Management, Investment Strategies, Finance, Portfolio Management, Risk Management
Education
College of the Holy Cross 1984 — 1988
BA, English
CM 1980 — 1984
Denis Goodwin Denis Goodwin's Fidelity Investments Experience August 1998 - April 2008
Job Director of Product Management at SmartBear Software
Industry Internet
Experience
SmartBear Software May 2014 - Present
Aternity January 2013 - January 2014
Gomez October 2008 - December 2012
Compuware Corporation 2008 - December 2012
Fidelity Investments August 1998 - April 2008
Tetra Tech February 1995 - August 1998
Marasco Newton Group July 1992 - February 1995
Skills
Product Management, Business Intelligence, Team Leadership, Software Development, Cloud Computing, Vendor Management, Strategy, Product Marketing, Agile Project Management, SaaS, Enterprise Software, Analysis, Business Analysis, Agile Methodologies, Solution Selling, Requirements Analysis, Product Lifecycle..., Project Portfolio..., SDLC, Requirements Gathering, Professional Services, Consulting, Leadership, Pre-sales, Go-to-market Strategy, Sales Enablement, E-commerce, Analytics
Education
College of the Holy Cross 1987 — 1991
BA, History
SmartBear Software May 2014 - Present
Aternity January 2013 - January 2014
Gomez October 2008 - December 2012
Compuware Corporation 2008 - December 2012
Fidelity Investments August 1998 - April 2008
Tetra Tech February 1995 - August 1998
Marasco Newton Group July 1992 - February 1995
Skills
Product Management, Business Intelligence, Team Leadership, Software Development, Cloud Computing, Vendor Management, Strategy, Product Marketing, Agile Project Management, SaaS, Enterprise Software, Analysis, Business Analysis, Agile Methodologies, Solution Selling, Requirements Analysis, Product Lifecycle..., Project Portfolio..., SDLC, Requirements Gathering, Professional Services, Consulting, Leadership, Pre-sales, Go-to-market Strategy, Sales Enablement, E-commerce, Analytics
Education
College of the Holy Cross 1987 — 1991
BA, History
Jessica Palange's Fidelity Investments Experience February 2007 - July 2007
Job Human Resources Generalist at Extreme Networks
Industry Human Resources
Experience
Extreme Networks November 2013 - June 2015
Enterasys Networks April 2008 - November 2013
Enterasys Networks July 2007 - April 2008
Fidelity Investments February 2007 - July 2007
Clinical One October 2005 - January 2007
Saint-Gobain Performance Plastics September 2003 - January 2004
Glens Falls National Bank & Trust Co. April 2001 - January 2003
Skills
Human Resources, Employee Benefits, Employee Relations, Applicant Tracking..., ADP Enterprise, ADP HRB, Employment Law, HR Policies, FMLA, Workers' Compensation..., New Hire Orientations, Leave of Absence..., Onboarding, Open Enrollment, HRIS Database Management, Talent Acquisition, Training, Temporary Placement, Internet Recruiting, Networking, Salesforce.com, Technical Recruiting, Performance Management, Vendor Management, Cold Calling, Sourcing, SAP, Policy, Personnel Management, Workforce Planning, Account Management, Coaching, SharePoint, Recruiting, College Recruiting, Notary Public, DocuSign, Ceridian, Behavioral Interviewing
Education
College of St. Joseph 2004 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
SUNY Adirondack 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Concentration in Business, English, and Psychology
Extreme Networks November 2013 - June 2015
Enterasys Networks April 2008 - November 2013
Enterasys Networks July 2007 - April 2008
Fidelity Investments February 2007 - July 2007
Clinical One October 2005 - January 2007
Saint-Gobain Performance Plastics September 2003 - January 2004
Glens Falls National Bank & Trust Co. April 2001 - January 2003
Skills
Human Resources, Employee Benefits, Employee Relations, Applicant Tracking..., ADP Enterprise, ADP HRB, Employment Law, HR Policies, FMLA, Workers' Compensation..., New Hire Orientations, Leave of Absence..., Onboarding, Open Enrollment, HRIS Database Management, Talent Acquisition, Training, Temporary Placement, Internet Recruiting, Networking, Salesforce.com, Technical Recruiting, Performance Management, Vendor Management, Cold Calling, Sourcing, SAP, Policy, Personnel Management, Workforce Planning, Account Management, Coaching, SharePoint, Recruiting, College Recruiting, Notary Public, DocuSign, Ceridian, Behavioral Interviewing
Education
College of St. Joseph 2004 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
SUNY Adirondack 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Concentration in Business, English, and Psychology
Nolan T. Adams Nolan T. Adams's Fidelity Investments Experience December 2005 - May 2006
Job Head Men's Basketball Coach at The Borough of Manhattan Community College
Industry Sports
Experience
The Borough of Manhattan Community College June 2013 - Present
NYC Department of Education January 2005 - Present
Polytechnic Institute of New York University June 2011 - June 2013
SixFour Music Group June 2003 - September 2011
College of Mount Saint Vincent, Riverdale, NY June 2008 - June 2011
Saint Joseph's College New York September 2004 - June 2008
Fidelity Investments December 2005 - May 2006
Skills
Time Management, Recruiting, Education, Basketball, Organization, Management Skills..., Mentoring, Mentoring Of Staff, Professional Mentoring, Basketball Coaching, Athletics, Coaching, Curriculum Design, Management, Physical Education, Player Development, Program Development, Scouting, Teaching
Education
Touro College 2009 — 2010
Masters, General and Special Education
Saint Joseph's College 2002 — 2004
Bachelor of Arts (B.A.), Human Relations
College of Mount Saint Vincent 1999 — 2002
The Borough of Manhattan Community College June 2013 - Present
NYC Department of Education January 2005 - Present
Polytechnic Institute of New York University June 2011 - June 2013
SixFour Music Group June 2003 - September 2011
College of Mount Saint Vincent, Riverdale, NY June 2008 - June 2011
Saint Joseph's College New York September 2004 - June 2008
Fidelity Investments December 2005 - May 2006
Skills
Time Management, Recruiting, Education, Basketball, Organization, Management Skills..., Mentoring, Mentoring Of Staff, Professional Mentoring, Basketball Coaching, Athletics, Coaching, Curriculum Design, Management, Physical Education, Player Development, Program Development, Scouting, Teaching
Education
Touro College 2009 — 2010
Masters, General and Special Education
Saint Joseph's College 2002 — 2004
Bachelor of Arts (B.A.), Human Relations
College of Mount Saint Vincent 1999 — 2002
Brian Riley's Fidelity Investments Experience August 2007 - January 2009
Job Principal and Technical Architect at Web App Solution, Inc.
Industry Information Technology and Services
Experience
Web App Solution, Inc. January 2009 - Present
Riley Internet Associates Inc. August 2007 - January 2010
Esria Inc. January 2008 - January 2009
Fidelity Investments August 2007 - January 2009
IBM September 2000 - August 2007
The College of the Holy Cross December 1998 - May 2000
Skills
Flex, Flash, ActionScript, JavaScript, Spring, Java, Tomcat, Ant, Maven, Design Patterns, RIA, Agile Methodologies, HTML 5, AIR, HTML5, Sencha, Ajax, AngularJS, ExtJS, iPhone, Swiz, Parsley, FlexUnit, LiveCycle Data Services..., BlazeDS, WebORB, J2EE, JUnit, JBoss, WebSphere Application..., SVN, CVS, Scrum, UML, SDLC, Accessibility, Software Project..., Object Oriented Design, Agile, Android, OOP, Hibernate, Eclipse, Technical Leadership, TDD, Xcelsius, AJAX, Cairngorm, SOA, User Experience
Education
College of the Holy Cross 1996 — 2000
BA, Major in Mathematics & Concentration in Computer Science, Concentration in The Classics
Web App Solution, Inc. January 2009 - Present
Riley Internet Associates Inc. August 2007 - January 2010
Esria Inc. January 2008 - January 2009
Fidelity Investments August 2007 - January 2009
IBM September 2000 - August 2007
The College of the Holy Cross December 1998 - May 2000
Skills
Flex, Flash, ActionScript, JavaScript, Spring, Java, Tomcat, Ant, Maven, Design Patterns, RIA, Agile Methodologies, HTML 5, AIR, HTML5, Sencha, Ajax, AngularJS, ExtJS, iPhone, Swiz, Parsley, FlexUnit, LiveCycle Data Services..., BlazeDS, WebORB, J2EE, JUnit, JBoss, WebSphere Application..., SVN, CVS, Scrum, UML, SDLC, Accessibility, Software Project..., Object Oriented Design, Agile, Android, OOP, Hibernate, Eclipse, Technical Leadership, TDD, Xcelsius, AJAX, Cairngorm, SOA, User Experience
Education
College of the Holy Cross 1996 — 2000
BA, Major in Mathematics & Concentration in Computer Science, Concentration in The Classics
Brooke Dillon Brooke Dillon's Fidelity Investments Experience March 2012 - Present
Job Regional Support Representative I at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments July 2007 - March 2012
Skills
Business Analysis, Microsoft Office, Organization Skills, Data Analysis, Financial Services
Education
College of the Holy Cross 2003 — 2007
Bachelor's degree, English
Fidelity Investments March 2012 - Present
Fidelity Investments July 2007 - March 2012
Skills
Business Analysis, Microsoft Office, Organization Skills, Data Analysis, Financial Services
Education
College of the Holy Cross 2003 — 2007
Bachelor's degree, English
Nicole (Lamoureux) Miller Nicole (Lamoureux) Miller's Fidelity Investments Experience September 2015 - Present
Job Director, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
F-Squared Investments April 2014 - July 2015
Commonwealth Financial Network September 2011 - April 2014
Commonwealth Financial Network February 2009 - October 2011
Commonwealth Financial Network September 2005 - February 2009
Commonwealth Financial Network September 2002 - September 2005
Commonwealth Financial Network September 2000 - September 2002
Skills
Marketing Strategy, Social Media, Writing, Marketing Communications, Product Marketing, Social Media Marketing, Client Communication, Building Relationships, Business Relationship..., External Relationships, Online Marketing, Website Copy, Copywriting, Content Creation, Content Strategy, Strategic Thinking, Strategic Planning, Strategic Communications, Public Speaking, Presenter, Newsletters, Financial Advisory, Asset Management, Investments, Relationship Management, Project Management, Integrated Marketing, Financial Services, Management, Marketing, Communication
Education
College of the Holy Cross
Suffolk University
Bachelor's degree
Fidelity Investments September 2015 - Present
F-Squared Investments April 2014 - July 2015
Commonwealth Financial Network September 2011 - April 2014
Commonwealth Financial Network February 2009 - October 2011
Commonwealth Financial Network September 2005 - February 2009
Commonwealth Financial Network September 2002 - September 2005
Commonwealth Financial Network September 2000 - September 2002
Skills
Marketing Strategy, Social Media, Writing, Marketing Communications, Product Marketing, Social Media Marketing, Client Communication, Building Relationships, Business Relationship..., External Relationships, Online Marketing, Website Copy, Copywriting, Content Creation, Content Strategy, Strategic Thinking, Strategic Planning, Strategic Communications, Public Speaking, Presenter, Newsletters, Financial Advisory, Asset Management, Investments, Relationship Management, Project Management, Integrated Marketing, Financial Services, Management, Marketing, Communication
Education
College of the Holy Cross
Suffolk University
Bachelor's degree
Jamie Marbury Jamie Marbury's Fidelity Investments Experience November 2014 - Present
Job Print Operator at Fidelity Investments
Industry Design
Experience
Fidelity Investments November 2014 - Present
Five Star Quality Care October 2014 - October 2014
GoingClear, Inc. June 2014 - October 2014
Inboundify May 2014 - October 2014
Skills
Illustration, Illustrator, Digital Illustration, Drawing, Photoshop, Graphic Design, Design, Adobe Creative Suite, InDesign, Vector Illustration, Flash, Social Media, WordPress, PowerPoint, Microsoft Word, Microsoft Office, HTML 5, Teamwork, Pre-press, Color, English, Leadership, Microsoft Excel, Print Post-Production, Kentico
Education
Montserrat College of Art 2012 — 2014
Bachelor of Fine Arts (B.F.A.), Illustration
Mount Ida College 2012 — 2012
Game and Interactive Media Design
College of Southern Maryland 2011 — 2011
Kansas City Art Institute 2010 — 2011
Fidelity Investments November 2014 - Present
Five Star Quality Care October 2014 - October 2014
GoingClear, Inc. June 2014 - October 2014
Inboundify May 2014 - October 2014
Skills
Illustration, Illustrator, Digital Illustration, Drawing, Photoshop, Graphic Design, Design, Adobe Creative Suite, InDesign, Vector Illustration, Flash, Social Media, WordPress, PowerPoint, Microsoft Word, Microsoft Office, HTML 5, Teamwork, Pre-press, Color, English, Leadership, Microsoft Excel, Print Post-Production, Kentico
Education
Montserrat College of Art 2012 — 2014
Bachelor of Fine Arts (B.F.A.), Illustration
Mount Ida College 2012 — 2012
Game and Interactive Media Design
College of Southern Maryland 2011 — 2011
Kansas City Art Institute 2010 — 2011
Jack Malley's Fidelity Investments Experience December 1986 - April 1989
Job Managing Partner, Malley & Franey Financial Group
Industry Accounting
Experience
Malley & Franey Financial Group October 2010 - Present
FirstJensenGroup, Inc. January 1995 - September 2010
Pagano Schenck & Kay April 1989 - January 1995
Fidelity Investments December 1986 - April 1989
Digitas f/k/a Eastern Exclusives September 1984 - December 1986
Manganaro Brothers April 1983 - September 1984
PricewaterhouseCoopers f/k/a Coopers & Lybrand June 1979 - April 1983
Skills
Financial Management, Due Diligence, Strategic Planning, Business Planning, Budgeting, Start-ups, Forecasting, Financial Reporting, Accounting, Contract Negotiation, Business Strategy, Financial Modeling, Excel, Non-profits, Management Consulting, Life Sciences, Budgets, Managerial Finance, Strategy, Microsoft Excel, Biotechnology Industry, Restructuring, Mergers & Acquisitions, Venture Capital, Finance, Lifesciences
Education
Northeastern University - Graduate School of Business Administration
MBA, Accounting & Finance
College of the Holy Cross
AB, Economics
Marianhill
Malley & Franey Financial Group October 2010 - Present
FirstJensenGroup, Inc. January 1995 - September 2010
Pagano Schenck & Kay April 1989 - January 1995
Fidelity Investments December 1986 - April 1989
Digitas f/k/a Eastern Exclusives September 1984 - December 1986
Manganaro Brothers April 1983 - September 1984
PricewaterhouseCoopers f/k/a Coopers & Lybrand June 1979 - April 1983
Skills
Financial Management, Due Diligence, Strategic Planning, Business Planning, Budgeting, Start-ups, Forecasting, Financial Reporting, Accounting, Contract Negotiation, Business Strategy, Financial Modeling, Excel, Non-profits, Management Consulting, Life Sciences, Budgets, Managerial Finance, Strategy, Microsoft Excel, Biotechnology Industry, Restructuring, Mergers & Acquisitions, Venture Capital, Finance, Lifesciences
Education
Northeastern University - Graduate School of Business Administration
MBA, Accounting & Finance
College of the Holy Cross
AB, Economics
Marianhill
Anne Coveney Anne Coveney's Fidelity Investments Experience 2010 - 2012
Job Financial Services Marketing Professional
Industry Financial Services
Experience
T. Rowe Price April 2013 - Present
Fidelity Investments 2010 - 2012
Putnam Investments January 2006 - September 2009
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Personal Investing and Brokerage Group January 1997 - January 1999
Fidelity Investments Institutional Services Company, RIA Channel January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
National Financial Services Company/Fidelity Investments January 1992 - January 1993
Investors Bank & Trust January 1990 - January 1992
Skills
Product Development, Market Research, Market Planning, Retirement, Thought Leadership..., Product Marketing, Public Relations, Marketing Strategy, Marketing, Business Strategy, Program Management, Financial Services, Management, Analysis, Asset Management, Asset Allocation
Education
College of the Holy Cross 1977 — 1981
B.A, Economics
T. Rowe Price April 2013 - Present
Fidelity Investments 2010 - 2012
Putnam Investments January 2006 - September 2009
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Personal Investing and Brokerage Group January 1997 - January 1999
Fidelity Investments Institutional Services Company, RIA Channel January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
National Financial Services Company/Fidelity Investments January 1992 - January 1993
Investors Bank & Trust January 1990 - January 1992
Skills
Product Development, Market Research, Market Planning, Retirement, Thought Leadership..., Product Marketing, Public Relations, Marketing Strategy, Marketing, Business Strategy, Program Management, Financial Services, Management, Analysis, Asset Management, Asset Allocation
Education
College of the Holy Cross 1977 — 1981
B.A, Economics
Mary Rusiecki, LEED AP ID+C Mary Rusiecki, LEED AP ID+C's Fidelity Investments Experience 1999 - 2008
Job Logistician I
Industry Information Services
Experience
Raytheon Company (IIS) July 2012 - Present
Raytheon Technical Services Company August 2009 - July 2012
Fidelity Investments 1999 - 2008
Fidelity Investments 1999 - 2008
American Benefit Corporation January 1992 - May 1999
Skills
Staff Development, LEED AP, LEED AP ID+C, Project Management, Facilities Management, Microsoft Office, Access, MS Project, Visio, Software Documentation, Vendor Management, Process Improvement, Project Planning, Project Coordination, Outlook, Strategic Planning, Budgets, Management, Data Analysis, Human Resources, Proposal Writing
Education
College of St. Joseph
BS
Raytheon Company (IIS) July 2012 - Present
Raytheon Technical Services Company August 2009 - July 2012
Fidelity Investments 1999 - 2008
Fidelity Investments 1999 - 2008
American Benefit Corporation January 1992 - May 1999
Skills
Staff Development, LEED AP, LEED AP ID+C, Project Management, Facilities Management, Microsoft Office, Access, MS Project, Visio, Software Documentation, Vendor Management, Process Improvement, Project Planning, Project Coordination, Outlook, Strategic Planning, Budgets, Management, Data Analysis, Human Resources, Proposal Writing
Education
College of St. Joseph
BS
Francesca Dzib's Fidelity Investments Experience June 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments October 2010 - June 2014
Education
San Francisco State University 2008 — 2010
Bachelor of Business Administration (BBA), Marketing
Skyline College 2007 — 2008
Associate of Science (A.S.), Accounting
College of San Mateo 2005 — 2008
Associate of Science (A.S.), Welding Technology
Fidelity Investments June 2014 - Present
Fidelity Investments October 2010 - June 2014
Education
San Francisco State University 2008 — 2010
Bachelor of Business Administration (BBA), Marketing
Skyline College 2007 — 2008
Associate of Science (A.S.), Accounting
College of San Mateo 2005 — 2008
Associate of Science (A.S.), Welding Technology
Michele Papineau Michele Papineau's Fidelity Investments Experience October 2005 - February 2008
Job Marketing Manager, Total Retirement Solutions Transition Marketing at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Prudential Financial January 2011 - Present
Hewitt Associates September 2009 - January 2011
ING February 2008 - January 2009
Fidelity Investments October 2005 - February 2008
MassMutual January 2005 - September 2005
MassMutual December 1999 - January 2005
MassMutual October 1996 - December 1999
MassMutual February 1994 - September 1996
Skills
Retirement, 401k, Program Management, Insurance, Financial Services, Defined Benefit, Strategic Planning, Retirement Planning, Training, Operations Management, Series 26, Series 6, Annuities, Marketing Strategy, Marketing Communications, Project Management, Fixed Annuities, Management, Internal Communications, Relationship Management, CRM, Marketing Management, Mutual Funds
Education
College of the Holy Cross
B.A., History
Prudential Financial April 2015 - Present
Prudential Financial January 2011 - Present
Hewitt Associates September 2009 - January 2011
ING February 2008 - January 2009
Fidelity Investments October 2005 - February 2008
MassMutual January 2005 - September 2005
MassMutual December 1999 - January 2005
MassMutual October 1996 - December 1999
MassMutual February 1994 - September 1996
Skills
Retirement, 401k, Program Management, Insurance, Financial Services, Defined Benefit, Strategic Planning, Retirement Planning, Training, Operations Management, Series 26, Series 6, Annuities, Marketing Strategy, Marketing Communications, Project Management, Fixed Annuities, Management, Internal Communications, Relationship Management, CRM, Marketing Management, Mutual Funds
Education
College of the Holy Cross
B.A., History
Caitlin (Smith) Schohl Caitlin (Smith) Schohl's Fidelity Investments Experience June 2011 - April 2013
Job Executive Assistant at Children's Healthcare of Atlanta
Industry Investment Management
Experience
Children's Healthcare of Atlanta January 2015 - Present
HighVista Strategies February 2014 - January 2015
Fidelity Investments June 2011 - April 2013
Fidelity Investments September 2008 - June 2011
Fidelity Charitable October 2007 - July 2008
Seton Home August 2006 - August 2007
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), English
Children's Healthcare of Atlanta January 2015 - Present
HighVista Strategies February 2014 - January 2015
Fidelity Investments June 2011 - April 2013
Fidelity Investments September 2008 - June 2011
Fidelity Charitable October 2007 - July 2008
Seton Home August 2006 - August 2007
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), English
Annemarie Wiesen Annemarie Wiesen's Fidelity Investments Experience June 2015 - Present
Job High Net Worth Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - June 2015
East Boston Savings Bank June 2011 - July 2014
College of the Holy Cross August 2012 - May 2014
Regional Environmental Council January 2013 - May 2013
Skills
American Sign Language, Environmental Studies, Microsoft Office, Geographic Information..., Microsoft Excel, Microsoft Word, Outlook, Research, Time Management, Customer Service, PowerPoint, Energy Efficiency
Education
College of the Holy Cross 2010 — 2014
Bachelor's degree, Economics
Melrose High School 2006 — 2010
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - June 2015
East Boston Savings Bank June 2011 - July 2014
College of the Holy Cross August 2012 - May 2014
Regional Environmental Council January 2013 - May 2013
Skills
American Sign Language, Environmental Studies, Microsoft Office, Geographic Information..., Microsoft Excel, Microsoft Word, Outlook, Research, Time Management, Customer Service, PowerPoint, Energy Efficiency
Education
College of the Holy Cross 2010 — 2014
Bachelor's degree, Economics
Melrose High School 2006 — 2010
Meghan Ennes's Fidelity Investments Experience May 2007 - September 2007
Job Community Coordinator at Shared Value Initiative
Industry Online Media
Experience
Shared Value Initiative December 2013 - Present
Harvard Business Review October 2009 - November 2013
Broadway Magazine September 2009 - March 2010
Attleboro Arts Museum June 2009 - November 2009
Pagio Inc. January 2009 - May 2009
Jones & Bartlett Publishers December 2008 - January 2009
ReadBoston June 2008 - August 2008
Fidelity Investments May 2007 - September 2007
Skills
Copy Editing, Editing, Social Media, Writing, Newsletters, Copywriting, Proofreading, Blogging, Content Management, Nonprofits, Editing for Web, Magazines, Web Content, Online Publishing, Digital Media, Content Development, Content Strategy, Administrative..., Corporate Communications, Facebook, New Media, Press Releases, comment moderation, Web Site Production, Web Site Editing, Marketing Analytics, Digital Marketing, Photoshop, Email Marketing, Drupal, InCopy, Google Analytics, Content Marketing, Marketing Communications, Consulting
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, English, Art History
University of Oxford 2007 — 2008
Junior Year Abroad, English, Art History
Bishop Feehan High School 2001 — 2005
Shared Value Initiative December 2013 - Present
Harvard Business Review October 2009 - November 2013
Broadway Magazine September 2009 - March 2010
Attleboro Arts Museum June 2009 - November 2009
Pagio Inc. January 2009 - May 2009
Jones & Bartlett Publishers December 2008 - January 2009
ReadBoston June 2008 - August 2008
Fidelity Investments May 2007 - September 2007
Skills
Copy Editing, Editing, Social Media, Writing, Newsletters, Copywriting, Proofreading, Blogging, Content Management, Nonprofits, Editing for Web, Magazines, Web Content, Online Publishing, Digital Media, Content Development, Content Strategy, Administrative..., Corporate Communications, Facebook, New Media, Press Releases, comment moderation, Web Site Production, Web Site Editing, Marketing Analytics, Digital Marketing, Photoshop, Email Marketing, Drupal, InCopy, Google Analytics, Content Marketing, Marketing Communications, Consulting
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, English, Art History
University of Oxford 2007 — 2008
Junior Year Abroad, English, Art History
Bishop Feehan High School 2001 — 2005
Brendon Hutchins Brendon Hutchins's Fidelity Investments Experience January 1994 - November 2001
Job Senior Vice President Wealth Management, CFP®
Industry Investment Management
Experience
UBS Financial Services December 2013 - Present
St. Germain Investment Management September 2003 - November 2013
Fleet Bank November 2001 - September 2003
Fidelity Investments January 1994 - November 2001
Education
College of the Holy Cross 1990 — 1994
College of the Holy Cross 1990 — 1994
UBS Financial Services December 2013 - Present
St. Germain Investment Management September 2003 - November 2013
Fleet Bank November 2001 - September 2003
Fidelity Investments January 1994 - November 2001
Education
College of the Holy Cross 1990 — 1994
College of the Holy Cross 1990 — 1994
Alec Abernathy Alec Abernathy's Fidelity Investments Experience July 2014 - June 2015
Job Financial Analyst at Allegiant Travel Company
Industry Leisure, Travel & Tourism
Experience
Allegiant Travel Company July 2015 - Present
Fidelity Investments July 2014 - June 2015
Transplace March 2012 - July 2014
Texans For Kay Bailey Hutchison January 2010 - March 2010
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science (Double Major)
John Paul II High School 2006 — 2010
Allegiant Travel Company July 2015 - Present
Fidelity Investments July 2014 - June 2015
Transplace March 2012 - July 2014
Texans For Kay Bailey Hutchison January 2010 - March 2010
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science (Double Major)
John Paul II High School 2006 — 2010
Daniel Parsons's Fidelity Investments Experience July 2012 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
College of the Holy Cross January 2010 - May 2012
College of the Holy Cross January 2010 - May 2012
Fidelity Investments May 2011 - August 2011
Skills
Java, HTML, Python, JavaScript, Spring, CSS, SQL, Amazon Web Services...
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Computer Science
Fidelity Investments July 2012 - Present
College of the Holy Cross January 2010 - May 2012
College of the Holy Cross January 2010 - May 2012
Fidelity Investments May 2011 - August 2011
Skills
Java, HTML, Python, JavaScript, Spring, CSS, SQL, Amazon Web Services...
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Computer Science
Joseph Hogan, CFA Joseph Hogan, CFA's Fidelity Investments Experience April 2009 - October 2010
Job Investment Associate at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2014 - Present
Federal Home Loan Bank of Boston October 2010 - June 2014
Fidelity Investments April 2009 - October 2010
Fidelity Investments August 2007 - April 2009
Skills
Fixed Income, Bonds, Trading, Derivatives, Interest Rate..., Portfolio Management, Asset Management, Capital Markets, Mutual Funds, Financial Analysis, Hedging, Credit Analysis, Credit, Banking, Emerging Markets, Money Market
Education
College of the Holy Cross 2003 — 2007
B.A.
Wyoming Seminary Preparatory School 2001 — 2003
Pioneer Investments June 2014 - Present
Federal Home Loan Bank of Boston October 2010 - June 2014
Fidelity Investments April 2009 - October 2010
Fidelity Investments August 2007 - April 2009
Skills
Fixed Income, Bonds, Trading, Derivatives, Interest Rate..., Portfolio Management, Asset Management, Capital Markets, Mutual Funds, Financial Analysis, Hedging, Credit Analysis, Credit, Banking, Emerging Markets, Money Market
Education
College of the Holy Cross 2003 — 2007
B.A.
Wyoming Seminary Preparatory School 2001 — 2003
Paul Odioso Paul Odioso's Fidelity Investments Experience 1987 - 1991
Job Central Committeeman at Clermont County Republican Party
Industry Financial Services
Experience
Clermont County Republican Party May 2010 - Present
Schaeffer's Investment Research October 2006 - October 2011
The Mutual Fund Store 2004 - 2006
Fidelity Investments 1987 - 1991
Skills
Investments, Mutual Funds, Finance, Bonds, French, Macroeconomics, Options, Financial Markets, Portfolio Management, Investment Advisory, Asset Managment, Strategic Financial..., Wealth Management, Forecasting, Financial Analysis, Hedge Funds, Fixed Income, Analysis, Investment Strategies, Equities, Asset Allocation, Training, Asset Management, Trading, Financial Modeling, Management, Economics, Derivatives, Investment Management, Bloomberg, Government, Campaigns, Non-profit Volunteer
Education
Xavier University 1987 — 1990
M.B.A., Finance
Miami University 1980 — 1982
B.S.B.A., Finance
College of the Holy Cross 1978 — 1980
Economics/Accounting
St. Xavier High School 1974 — 1978
College Prep
St. Antoninus 1969 — 1974
Clermont County Republican Party May 2010 - Present
Schaeffer's Investment Research October 2006 - October 2011
The Mutual Fund Store 2004 - 2006
Fidelity Investments 1987 - 1991
Skills
Investments, Mutual Funds, Finance, Bonds, French, Macroeconomics, Options, Financial Markets, Portfolio Management, Investment Advisory, Asset Managment, Strategic Financial..., Wealth Management, Forecasting, Financial Analysis, Hedge Funds, Fixed Income, Analysis, Investment Strategies, Equities, Asset Allocation, Training, Asset Management, Trading, Financial Modeling, Management, Economics, Derivatives, Investment Management, Bloomberg, Government, Campaigns, Non-profit Volunteer
Education
Xavier University 1987 — 1990
M.B.A., Finance
Miami University 1980 — 1982
B.S.B.A., Finance
College of the Holy Cross 1978 — 1980
Economics/Accounting
St. Xavier High School 1974 — 1978
College Prep
St. Antoninus 1969 — 1974
Abigail Oliver Abigail Oliver's Fidelity Investments Experience May 2015 - August 2015
Job Student at College of the Holy Cross
Industry
Experience
College of the Holy Cross January 2015 - Present
College of the Holy Cross January 2014 - Present
Fidelity Investments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
City of Attleboro Recreation Department May 2014 - August 2014
Skills
Java, C++, Windows, SharePoint, PowerPoint, Customer Service, Time Management, Programming, Microsoft Word, Microsoft Excel, Social Media, Social Networking
Education
College of the Holy Cross 2013 — 2017
Bachelor of Arts (B.A.), Computer Science, Sophomore
Attleboro High School 2009 — 2013
College of the Holy Cross January 2015 - Present
College of the Holy Cross January 2014 - Present
Fidelity Investments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
City of Attleboro Recreation Department May 2014 - August 2014
Skills
Java, C++, Windows, SharePoint, PowerPoint, Customer Service, Time Management, Programming, Microsoft Word, Microsoft Excel, Social Media, Social Networking
Education
College of the Holy Cross 2013 — 2017
Bachelor of Arts (B.A.), Computer Science, Sophomore
Attleboro High School 2009 — 2013
Eric Plott's Fidelity Investments Experience July 2015 - Present
Job Premium Financial Representative
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments September 2014 - July 2015
Apple August 2011 - October 2014
The Law Office of J.Alan Plott November 2008 - September 2010
Circuit City Electronics July 2008 - November 2008
Skills
Inventory Management, Loss Prevention, Retail, Inventory Control, Merchandising, Visual Merchandising, Customer Service, Store Management, Microsoft Office, Customer Satisfaction, Retail Sales, Microsoft Excel, Time Management, Customer Experience, Team Leadership, Leadership, Team Building, Public Speaking, Teamwork
Education
University of California, Riverside 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management
College of the Desert 2007 — 2010
Associate's degree, Business Administration and Management, General
Fidelity Investments July 2015 - Present
Fidelity Investments September 2014 - July 2015
Apple August 2011 - October 2014
The Law Office of J.Alan Plott November 2008 - September 2010
Circuit City Electronics July 2008 - November 2008
Skills
Inventory Management, Loss Prevention, Retail, Inventory Control, Merchandising, Visual Merchandising, Customer Service, Store Management, Microsoft Office, Customer Satisfaction, Retail Sales, Microsoft Excel, Time Management, Customer Experience, Team Leadership, Leadership, Team Building, Public Speaking, Teamwork
Education
University of California, Riverside 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management
College of the Desert 2007 — 2010
Associate's degree, Business Administration and Management, General
Elizabeth Erickson's Fidelity Investments Experience June 2015 - Present
Job Project Coordinator at Fidelity Investments
Industry Research
Experience
Fidelity Investments June 2015 - Present
College of the Holy Cross 2013 - 2015
Pro-Change Behavior Systems, Inc. May 2014 - August 2014
Sargent Rehabilitation Center May 2013 - August 2013
Care New England May 2012 - August 2012
Camp Joslin June 2009 - August 2012
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University College Cork 2013 — 2013
Bachelor's Degree, Psychology
Lincoln School 2007 — 2011
High School
Fidelity Investments June 2015 - Present
College of the Holy Cross 2013 - 2015
Pro-Change Behavior Systems, Inc. May 2014 - August 2014
Sargent Rehabilitation Center May 2013 - August 2013
Care New England May 2012 - August 2012
Camp Joslin June 2009 - August 2012
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University College Cork 2013 — 2013
Bachelor's Degree, Psychology
Lincoln School 2007 — 2011
High School
Anne Marando Anne Marando's Fidelity Investments Experience April 1996 - September 1998
Job Executive Director, Graduate Professional Studies at Brandeis University
Industry Education Management
Experience
Brandeis University May 2013 - Present
Brandeis University October 2011 - May 2013
Brandeis University September 1997 - May 2013
Brandeis University January 2011 - January 2012
Brandeis University March 2005 - October 2011
Atlantic Information Systems September 2005 - August 2007
Choreosoft June 1999 - March 2002
Fidelity Investments April 1996 - September 1998
Epsilon January 1995 - March 1996
Epsilon September 1991 - December 1994
Skills
Higher Education, Distance Learning, Program Development, Curriculum Development, Leadership, Program Management, Community Outreach, Educational Technology, Strategic Planning, Training, Project Management, Adult Education, Management, Staff Development, Process Improvement, Teaching, Data Analysis, Instructional Design, Leadership Development, Public Speaking, Instructional Technology, Research, Student Development, Student Affairs, E-Learning, Curriculum Design, University Teaching, Academic Administration, Program Evaluation, Nonprofits, Project Planning, Career Counseling
Education
University of Massachusetts Lowell 1989 — 1991
M.S., Computer Science
College of the Holy Cross 1985 — 1989
B.A., Mathematics
Brandeis University May 2013 - Present
Brandeis University October 2011 - May 2013
Brandeis University September 1997 - May 2013
Brandeis University January 2011 - January 2012
Brandeis University March 2005 - October 2011
Atlantic Information Systems September 2005 - August 2007
Choreosoft June 1999 - March 2002
Fidelity Investments April 1996 - September 1998
Epsilon January 1995 - March 1996
Epsilon September 1991 - December 1994
Skills
Higher Education, Distance Learning, Program Development, Curriculum Development, Leadership, Program Management, Community Outreach, Educational Technology, Strategic Planning, Training, Project Management, Adult Education, Management, Staff Development, Process Improvement, Teaching, Data Analysis, Instructional Design, Leadership Development, Public Speaking, Instructional Technology, Research, Student Development, Student Affairs, E-Learning, Curriculum Design, University Teaching, Academic Administration, Program Evaluation, Nonprofits, Project Planning, Career Counseling
Education
University of Massachusetts Lowell 1989 — 1991
M.S., Computer Science
College of the Holy Cross 1985 — 1989
B.A., Mathematics
Chris Hodgens, Jr. Chris Hodgens, Jr.'s Fidelity Investments Experience June 2015 - Present
Job Corporate Accounting Intern at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments June 2015 - Present
D.A. Hodgens and Company Truffletier August 2013 - January 2015
Northmen, LLC June 2014 - August 2014
Office of the District Attorney, Middle District June 2013 - August 2014
J.Crew February 2014 - April 2014
Milford Regional Medical Center June 2012 - August 2012
Skills
Research, QuickBooks, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Market Research, Editing, Spanish, Facebook, Leadership, Legal Research, Microsoft Excel, Time Management, Event Planning, English, Creative Writing, Critical Thinking, Confidentiality, Clerical Skills, Facebook Marketing, Twitter, Customer Acquisition, Advertising, Team Leadership, Social Media
Education
College of the Holy Cross 2013 — 2017
Bachelor of Arts (B.A.), Accounting
Hopedale Junior-Senior High School 2009 — 2013
Fidelity Investments June 2015 - Present
D.A. Hodgens and Company Truffletier August 2013 - January 2015
Northmen, LLC June 2014 - August 2014
Office of the District Attorney, Middle District June 2013 - August 2014
J.Crew February 2014 - April 2014
Milford Regional Medical Center June 2012 - August 2012
Skills
Research, QuickBooks, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Market Research, Editing, Spanish, Facebook, Leadership, Legal Research, Microsoft Excel, Time Management, Event Planning, English, Creative Writing, Critical Thinking, Confidentiality, Clerical Skills, Facebook Marketing, Twitter, Customer Acquisition, Advertising, Team Leadership, Social Media
Education
College of the Holy Cross 2013 — 2017
Bachelor of Arts (B.A.), Accounting
Hopedale Junior-Senior High School 2009 — 2013
Pat Moreau's Fidelity Investments Experience May 2009 - August 2009
Job Senior Financial Analyst
Industry Financial Services
Experience
Big Y World Class Market November 2014 - Present
CVS Health August 2012 - November 2014
Hasbro February 2012 - August 2012
EMC June 2010 - November 2011
Fidelity Investments May 2009 - August 2009
Fidelity Investments May 2008 - August 2008
Skills
Microsoft Office, Salesforce.com, Customer Relations, Teamwork, Problem Solving, Windows, Apple Software, Oracle, APT, MicroStrategy Reporting, PeopleSoft, Financial Analysis, Leadership, Process Improvement, Analysis, Financial Reporting, Access, Financial Modeling, Business Analysis, Financial Planning, Customer Service, Microsoft Word, Finance, Corporate Finance, Strategic Planning, Analytics, Strategy, Project Management, Communication, Public Speaking, Microsoft Excel, Forecasting, PowerPoint, Management, Data Analysis, Valuation, Budgets, SAP, Time Management, Essbase, Financial Forecasting
Education
College of Our Lady of the Elms 2006 — 2010
Bachelor of Science, Mathematics, 3.7
Big Y World Class Market November 2014 - Present
CVS Health August 2012 - November 2014
Hasbro February 2012 - August 2012
EMC June 2010 - November 2011
Fidelity Investments May 2009 - August 2009
Fidelity Investments May 2008 - August 2008
Skills
Microsoft Office, Salesforce.com, Customer Relations, Teamwork, Problem Solving, Windows, Apple Software, Oracle, APT, MicroStrategy Reporting, PeopleSoft, Financial Analysis, Leadership, Process Improvement, Analysis, Financial Reporting, Access, Financial Modeling, Business Analysis, Financial Planning, Customer Service, Microsoft Word, Finance, Corporate Finance, Strategic Planning, Analytics, Strategy, Project Management, Communication, Public Speaking, Microsoft Excel, Forecasting, PowerPoint, Management, Data Analysis, Valuation, Budgets, SAP, Time Management, Essbase, Financial Forecasting
Education
College of Our Lady of the Elms 2006 — 2010
Bachelor of Science, Mathematics, 3.7
Emily Sullivan Stout Emily Sullivan Stout's Fidelity Investments Experience March 2013 - August 2015
Job Personal & Professional Coach
Industry Professional Training & Coaching
Experience
Shine Coaching June 2011 - Present
Fidelity Investments March 2013 - August 2015
CFRE International May 2012 - March 2013
Fidelity Investments November 2009 - May 2011
Fidelity Investments February 2007 - November 2009
Fidelity Investments June 2005 - February 2007
Fresenius Medical Care May 2001 - November 2004
Skills
Leadership Development, Coaching, Employee Benefits, Leadership, Employee Relations, Strategic Planning, Program Management, Public Speaking, Process Improvement, Project Management, Confidence Building, Values, Marketing Communications, Corporate Communications, Strategic Communications, Marketing Strategy, Media Relations, Building Relationships, Vendor Relationships, Mentoring, Writing
Education
George Mason University 2014 — 2014
Executive Coaching
Coaches Training Institute 2011 — 2012
CoActive Coach, Personal & Professional Coaching
Emerson College 2004 — 2006
Masters, Organizational & Corporate Communication
College of the Holy Cross 1996 — 2000
Bachelors, Psychology
Chelmsford High School
Shine Coaching June 2011 - Present
Fidelity Investments March 2013 - August 2015
CFRE International May 2012 - March 2013
Fidelity Investments November 2009 - May 2011
Fidelity Investments February 2007 - November 2009
Fidelity Investments June 2005 - February 2007
Fresenius Medical Care May 2001 - November 2004
Skills
Leadership Development, Coaching, Employee Benefits, Leadership, Employee Relations, Strategic Planning, Program Management, Public Speaking, Process Improvement, Project Management, Confidence Building, Values, Marketing Communications, Corporate Communications, Strategic Communications, Marketing Strategy, Media Relations, Building Relationships, Vendor Relationships, Mentoring, Writing
Education
George Mason University 2014 — 2014
Executive Coaching
Coaches Training Institute 2011 — 2012
CoActive Coach, Personal & Professional Coaching
Emerson College 2004 — 2006
Masters, Organizational & Corporate Communication
College of the Holy Cross 1996 — 2000
Bachelors, Psychology
Chelmsford High School
Jake Jachowicz Jake Jachowicz's Fidelity Investments Experience May 1987 - July 2010
Job SVP Technology at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank January 2015 - Present
RBS Citizens Group September 2011 - Present
Axis Technology LLC October 2010 - September 2011
Fidelity Investments May 1987 - July 2010
Fidelity Investments 2008 - 2009
Fidelity Investments January 1998 - January 2008
Fidelity Investments 1993 - January 1998
Fidelity Investments 1987 - 1993
COMPUGRAPHIC CORPORATION 1983 - 1987
SAVINGS BANK LIFE INSURANCE 1980 - 1983
Skills
SDLC, Vendor Management, IT Strategy, Program Management, Integration, Business Analysis, Business Intelligence, Data Warehousing, Enterprise Software, Requirements Analysis
Education
College of the Holy Cross 1976 — 1980
B.A, English
WPI
Computer Science
Citizens Bank January 2015 - Present
RBS Citizens Group September 2011 - Present
Axis Technology LLC October 2010 - September 2011
Fidelity Investments May 1987 - July 2010
Fidelity Investments 2008 - 2009
Fidelity Investments January 1998 - January 2008
Fidelity Investments 1993 - January 1998
Fidelity Investments 1987 - 1993
COMPUGRAPHIC CORPORATION 1983 - 1987
SAVINGS BANK LIFE INSURANCE 1980 - 1983
Skills
SDLC, Vendor Management, IT Strategy, Program Management, Integration, Business Analysis, Business Intelligence, Data Warehousing, Enterprise Software, Requirements Analysis
Education
College of the Holy Cross 1976 — 1980
B.A, English
WPI
Computer Science
Elizabeth (Libby) Malloy Elizabeth (Libby) Malloy's Fidelity Investments Experience June 2011 - December 2011
Job Associate, M&A / Business Development at GE Capital
Industry Investment Management
Experience
GE Capital May 2015 - Present
GE Capital Real Estate July 2014 - May 2015
GE Capital July 2012 - July 2014
Fidelity Investments June 2011 - December 2011
Export-Import Bank of the United States January 2011 - January 2011
G.X. Clarke & CO May 2010 - August 2010
Skills
Finance, Financial Analysis, Analysis, Strategic Financial..., Accounting, Management, Microsoft Office, Problem Solving, Financial Reporting, Investments, Microsoft Excel, Excel, Data Analysis, Social Media, Outlook, PowerPoint, Quantitative, Word, Business Analysis, Time Management, Financial Accounting, Hyperion Enterprise, Microsoft Word, Argus Modeling
Education
College of the Holy Cross 2008 — 2012
B.A., Mathematics
Bunnell High School 2004 — 2008
High School
GE Capital May 2015 - Present
GE Capital Real Estate July 2014 - May 2015
GE Capital July 2012 - July 2014
Fidelity Investments June 2011 - December 2011
Export-Import Bank of the United States January 2011 - January 2011
G.X. Clarke & CO May 2010 - August 2010
Skills
Finance, Financial Analysis, Analysis, Strategic Financial..., Accounting, Management, Microsoft Office, Problem Solving, Financial Reporting, Investments, Microsoft Excel, Excel, Data Analysis, Social Media, Outlook, PowerPoint, Quantitative, Word, Business Analysis, Time Management, Financial Accounting, Hyperion Enterprise, Microsoft Word, Argus Modeling
Education
College of the Holy Cross 2008 — 2012
B.A., Mathematics
Bunnell High School 2004 — 2008
High School
Antonio Thompson's Fidelity Investments Experience June 2000 - July 2003
Job Auto Claims Supervisor at Ameriprise Auto & Home Insurance
Industry Financial Services
Experience
Ameriprise Auto & Home Insurance February 2009 - Present
Ameriprise Auto & Home Insurance February 2009 - Present
Horace Mann Insurance October 2007 - February 2009
Titan/Nationwide Insurance January 2006 - September 2007
AIG Insurance May 2004 - January 2006
AIG Insurance Company 2004 - 2006
U-Haul International Corporation November 2003 - May 2004
Fidelity Investments June 2000 - July 2003
Fidelity Investments 2000 - 2003
Skills
Claim, Insurance, Liability, Casualty, Risk Management, Property Damage, Subrogation, Employee Benefits, Legal Liability, Microsoft Excel, Disability Insurance, General Insurance, Claims Management, Negotiation, Property & Casualty..., Personal Injury, Analysis, Commercial Lines, Claims, Arbitration, Fraud, Liability Analysis, Casualty Insurance
Education
College of the Holy Cross 1996 — 2000
BA Economics, Economics
Maret School 1996 — 2000
Diploma, Highschool Diploma
Ameriprise Auto & Home Insurance February 2009 - Present
Ameriprise Auto & Home Insurance February 2009 - Present
Horace Mann Insurance October 2007 - February 2009
Titan/Nationwide Insurance January 2006 - September 2007
AIG Insurance May 2004 - January 2006
AIG Insurance Company 2004 - 2006
U-Haul International Corporation November 2003 - May 2004
Fidelity Investments June 2000 - July 2003
Fidelity Investments 2000 - 2003
Skills
Claim, Insurance, Liability, Casualty, Risk Management, Property Damage, Subrogation, Employee Benefits, Legal Liability, Microsoft Excel, Disability Insurance, General Insurance, Claims Management, Negotiation, Property & Casualty..., Personal Injury, Analysis, Commercial Lines, Claims, Arbitration, Fraud, Liability Analysis, Casualty Insurance
Education
College of the Holy Cross 1996 — 2000
BA Economics, Economics
Maret School 1996 — 2000
Diploma, Highschool Diploma
John Sweeney John Sweeney's Fidelity Investments Experience January 2013 - Present
Job EVP, Retirement & Investing Strategies
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments June 2009 - Present
Fidelity Investments August 2007 - June 2009
Fidelity Investments January 2004 - August 2007
Fidelity Investments April 2003 - January 2004
Fidelity Investments August 2000 - April 2003
Fidelity Investments June 1998 - August 2000
American Express August 1993 - June 1998
Education
Cornell University - S.C. Johnson Graduate School of Management 1991 — 1993
MBA
College of the Holy Cross 1984 — 1988
BA
Fidelity Investments January 2013 - Present
Fidelity Investments June 2009 - Present
Fidelity Investments August 2007 - June 2009
Fidelity Investments January 2004 - August 2007
Fidelity Investments April 2003 - January 2004
Fidelity Investments August 2000 - April 2003
Fidelity Investments June 1998 - August 2000
American Express August 1993 - June 1998
Education
Cornell University - S.C. Johnson Graduate School of Management 1991 — 1993
MBA
College of the Holy Cross 1984 — 1988
BA
Dianne (Brady) DiStassio Dianne (Brady) DiStassio's Fidelity Investments Experience 1998 - 2001
Job Compliance Manager at AIG Global Capital Markets Securities, LLC
Industry Banking
Experience
AIG Global Capital Markets Securities, LLC November 2014 - Present
Citi March 2013 - October 2014
RBS Markets & International Banking April 2012 - February 2013
RBS Global Banking & Markets February 2010 - May 2012
RBS Global Banking & Markets February 2009 - February 2010
Terex Corporation 2006 - 2008
Kforce, Inc 2004 - 2005
Vision Financial Search 2004 - 2004
Deloitte 2001 - 2004
Fidelity Investments 1998 - 2001
Skills
Financial Risk, Compliance, Risk Management, Broker-Dealer, Information Management, Executive Reporting, Regulatory Requirements, AML, OFAC, Due Diligence, USA PATRIOT Act, Banking, Analysis, Bank Secrecy Act, FINRA, KYC, Risk Assessment, Securities
Education
College of the Holy Cross 1994 — 1998
Sacred Heart Academy
St. Boniface
AIG Global Capital Markets Securities, LLC November 2014 - Present
Citi March 2013 - October 2014
RBS Markets & International Banking April 2012 - February 2013
RBS Global Banking & Markets February 2010 - May 2012
RBS Global Banking & Markets February 2009 - February 2010
Terex Corporation 2006 - 2008
Kforce, Inc 2004 - 2005
Vision Financial Search 2004 - 2004
Deloitte 2001 - 2004
Fidelity Investments 1998 - 2001
Skills
Financial Risk, Compliance, Risk Management, Broker-Dealer, Information Management, Executive Reporting, Regulatory Requirements, AML, OFAC, Due Diligence, USA PATRIOT Act, Banking, Analysis, Bank Secrecy Act, FINRA, KYC, Risk Assessment, Securities
Education
College of the Holy Cross 1994 — 1998
Sacred Heart Academy
St. Boniface
Mark Pottle's Fidelity Investments Experience April 2009 - October 2010
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2015 - Present
J.P. Morgan November 2011 - May 2015
Fidelity Investments April 2009 - October 2010
Fidelity Investments December 2007 - April 2009
Fidelity Investments August 2006 - December 2007
Skills
Series 7, Retirement, 401k, Strategy, Leadership, Sales, Financial Services, Investments, Retirement Planning, Series 63, Mutual Funds, Management, Defined Contribution, FINRA, Asset Allocation, Wealth Management, Series 6, Finance, Risk Management
Education
College of the Holy Cross 1991 — 1995
Bachelors, Economics
Neuberger Berman May 2015 - Present
J.P. Morgan November 2011 - May 2015
Fidelity Investments April 2009 - October 2010
Fidelity Investments December 2007 - April 2009
Fidelity Investments August 2006 - December 2007
Skills
Series 7, Retirement, 401k, Strategy, Leadership, Sales, Financial Services, Investments, Retirement Planning, Series 63, Mutual Funds, Management, Defined Contribution, FINRA, Asset Allocation, Wealth Management, Series 6, Finance, Risk Management
Education
College of the Holy Cross 1991 — 1995
Bachelors, Economics
Bob Madden Bob Madden's Fidelity Investments Experience 2007 - 2008
Job Proven expertise in change leadership, project and process design for the benefit of a mission driven organization.
Industry Hospital & Health Care
Experience
American Institutes for Research 2012 - Present
Rise Health, Inc. 2010 - 2011
Baptist Medical Center 2008 - 2010
Fidelity Investments 2007 - 2008
Medical Services Company 2005 - 2007
Publishing Technology 2001 - 2003
EGlobalChem January 2000 - January 2001
LexisNexis 1995 - 2000
StGobain - Norton 1975 - 1992
Skills
Change Leadership, •Operational..., •Effective Process..., •Project Management &..., Performance Improvement, Process Improvement, Change Management, Process Design, Leadership, Healthcare, Start-ups, Business Development, Cross-functional Team..., Six Sigma, Project Management, Quality Assurance, New Business Development, Management, Training, Strategic Planning, Healthcare Management, Program Management, Data Analysis, Marketing, E-commerce, Mergers & Acquisitions, Integration, Management Consulting, Analysis
Education
B C High
College of the Holy Cross
BA, History, Economics
Tuck School of Business at Dartmouth College
MBA, Marketing, Operations
American Institutes for Research 2012 - Present
Rise Health, Inc. 2010 - 2011
Baptist Medical Center 2008 - 2010
Fidelity Investments 2007 - 2008
Medical Services Company 2005 - 2007
Publishing Technology 2001 - 2003
EGlobalChem January 2000 - January 2001
LexisNexis 1995 - 2000
StGobain - Norton 1975 - 1992
Skills
Change Leadership, •Operational..., •Effective Process..., •Project Management &..., Performance Improvement, Process Improvement, Change Management, Process Design, Leadership, Healthcare, Start-ups, Business Development, Cross-functional Team..., Six Sigma, Project Management, Quality Assurance, New Business Development, Management, Training, Strategic Planning, Healthcare Management, Program Management, Data Analysis, Marketing, E-commerce, Mergers & Acquisitions, Integration, Management Consulting, Analysis
Education
B C High
College of the Holy Cross
BA, History, Economics
Tuck School of Business at Dartmouth College
MBA, Marketing, Operations
Joseph Leto Joseph Leto's Fidelity Investments Experience May 2005 - October 2012
Job Investment Director at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2013 - Present
Fidelity Investments May 2005 - October 2012
Morgan Stanley September 2002 - May 2005
Morgan Stanley June 2000 - September 2002
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Investments, Securities, Capital Markets, Sales, Trading, Wealth Management, Financial Services, Relationship Management, Business Development, RIAs, Broker Dealers
Education
College of the Holy Cross 1996 — 2000
Chaminade High School 1992 — 1996
Putnam Investments June 2013 - Present
Fidelity Investments May 2005 - October 2012
Morgan Stanley September 2002 - May 2005
Morgan Stanley June 2000 - September 2002
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Investments, Securities, Capital Markets, Sales, Trading, Wealth Management, Financial Services, Relationship Management, Business Development, RIAs, Broker Dealers
Education
College of the Holy Cross 1996 — 2000
Chaminade High School 1992 — 1996
Casey Fitzpatrick's Fidelity Investments Experience June 2010 - August 2010
Job Account Manager, Marketing Solutions at LinkedIn
Industry Financial Services
Experience
LinkedIn August 2014 - Present
Bizo (Acquired by LinkedIn) April 2013 - August 2014
Belly October 2012 - March 2013
Business Monitor International August 2012 - October 2012
Business Monitor International July 2011 - September 2012
Fidelity Investments June 2010 - August 2010
Remax Traditions May 2009 - August 2009
Skills
Competitive Analysis, Market Research, Emerging Markets, Business Strategy, Lead Generation, Start-ups, Sales, Portfolio Management, B2B, New Business Development, Business Development, Marketing Strategy, Strategy, Corporate Finance, Account Management, Marketing, Salesforce.com, Strategic Partnerships, Children's Books, Sales Presentations
Education
College of the Holy Cross 2007 — 2011
BA, Economics, Cum Laude
Trinity College, Dublin 2009 — 2010
Economics
LinkedIn August 2014 - Present
Bizo (Acquired by LinkedIn) April 2013 - August 2014
Belly October 2012 - March 2013
Business Monitor International August 2012 - October 2012
Business Monitor International July 2011 - September 2012
Fidelity Investments June 2010 - August 2010
Remax Traditions May 2009 - August 2009
Skills
Competitive Analysis, Market Research, Emerging Markets, Business Strategy, Lead Generation, Start-ups, Sales, Portfolio Management, B2B, New Business Development, Business Development, Marketing Strategy, Strategy, Corporate Finance, Account Management, Marketing, Salesforce.com, Strategic Partnerships, Children's Books, Sales Presentations
Education
College of the Holy Cross 2007 — 2011
BA, Economics, Cum Laude
Trinity College, Dublin 2009 — 2010
Economics
Marta von Loewenfeldt's Fidelity Investments Experience September 2003 - December 2006
Job Manager of Public Relations at Charles River Development
Industry Computer Software
Experience
Charles River Development January 2007 - Present
Fidelity Investments September 2003 - December 2006
CHARLES SCHWAB & CO., INC January 1998 - September 2003
American Express Financial Advisors September 1996 - January 1998
PIPER JAFFRAY, INC February 1994 - September 1996
MINNESOTA INSURANCE INFORMATION CENTER April 1991 - February 1994
MINNESOTA MUTUAL LIFE INSURANCE COMPANY January 1985 - April 1991
Minnesota Mutual Life Insurance Company April 1978 - January 1985
Skills
Social Media, Public Relations, Media Relations, Integrated Marketing, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Newsletters, Event Management, Marketing, Strategy, Analyst Relations, Program Management, Publications, Enterprise Software, Marketing Communications
Education
Metropolitan State University
Bachelors Degree, Advertising
University of California, Berkeley
Slavic Studies
College of Marin
Slavic Studies
Charles River Development January 2007 - Present
Fidelity Investments September 2003 - December 2006
CHARLES SCHWAB & CO., INC January 1998 - September 2003
American Express Financial Advisors September 1996 - January 1998
PIPER JAFFRAY, INC February 1994 - September 1996
MINNESOTA INSURANCE INFORMATION CENTER April 1991 - February 1994
MINNESOTA MUTUAL LIFE INSURANCE COMPANY January 1985 - April 1991
Minnesota Mutual Life Insurance Company April 1978 - January 1985
Skills
Social Media, Public Relations, Media Relations, Integrated Marketing, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Newsletters, Event Management, Marketing, Strategy, Analyst Relations, Program Management, Publications, Enterprise Software, Marketing Communications
Education
Metropolitan State University
Bachelors Degree, Advertising
University of California, Berkeley
Slavic Studies
College of Marin
Slavic Studies
Francis Arment's Fidelity Investments Experience October 2010 - August 2012
Job Insurance, Retirement Specialist
Industry Insurance
Experience
L.V. Toole Insurance October 2012 - August 2014
Fidelity Investments October 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Project Management
Education
College of Our Lady of the Elms 2005 — 2009
Bachelor's Degree, Business Management/ Concentration in Sports Management
L.V. Toole Insurance October 2012 - August 2014
Fidelity Investments October 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Project Management
Education
College of Our Lady of the Elms 2005 — 2009
Bachelor's Degree, Business Management/ Concentration in Sports Management
John Roy's Fidelity Investments Experience October 2006 - April 2008
Job CIO Advisory Services at KPMG
Industry Management Consulting
Experience
KPMG January 2014 - Present
John Hancock Financial Services May 2011 - December 2013
John Hancock Funds May 2008 - May 2011
Fidelity Investments October 2006 - April 2008
CGI - AMS March 2005 - October 2006
John Hancock May 1997 - February 2005
Verndale 1997 - 1999
Chubb Insurance 1995 - 1997
Skills
Software Project..., CMM, Budget Analysis, Vendor Management, Business Process..., IT Outsourcing, Offshore Management, Project Portfolio..., ITIL, SDLC, Software Quality..., IT Service Management, Program Management, Financial Markets, Securities Lending, Collateral Management, Data Warehousing, Business Intelligence, Insurance, Agile Methodologies, Scrum, Enterprise Risk..., PMP, IT Strategy, Big Data, Enterprise Mobility, Quality Assurance, Leadership, Project Planning, Strategy, Project Management, Outsourcing, Analysis, Governance, Requirements Gathering, Team Management, Business Analysis, CMMI, Business Requirements, PMO, Budgets
Education
College of the Holy Cross 1991 — 1995
BA, Political Science
Trinity High School
University of New Hampshire
Political Science
KPMG January 2014 - Present
John Hancock Financial Services May 2011 - December 2013
John Hancock Funds May 2008 - May 2011
Fidelity Investments October 2006 - April 2008
CGI - AMS March 2005 - October 2006
John Hancock May 1997 - February 2005
Verndale 1997 - 1999
Chubb Insurance 1995 - 1997
Skills
Software Project..., CMM, Budget Analysis, Vendor Management, Business Process..., IT Outsourcing, Offshore Management, Project Portfolio..., ITIL, SDLC, Software Quality..., IT Service Management, Program Management, Financial Markets, Securities Lending, Collateral Management, Data Warehousing, Business Intelligence, Insurance, Agile Methodologies, Scrum, Enterprise Risk..., PMP, IT Strategy, Big Data, Enterprise Mobility, Quality Assurance, Leadership, Project Planning, Strategy, Project Management, Outsourcing, Analysis, Governance, Requirements Gathering, Team Management, Business Analysis, CMMI, Business Requirements, PMO, Budgets
Education
College of the Holy Cross 1991 — 1995
BA, Political Science
Trinity High School
University of New Hampshire
Political Science
Alyson Karpowicz's Fidelity Investments Experience September 1986 - December 2002
Job
Industry Real Estate
Experience
Benoit Mizner Simon & Co. Real Estate January 2013 - Present
Prudential Town and Country Real Estate September 2005 - January 2013
Coldwell Banker May 2003 - September 2005
Coldwell Banker Residential Brokerage May 2003 - September 2005
Fidelity Investments September 1986 - December 2002
Fidelity Investments 1986 - 2002
Skills
Real Estate, Sellers, Home, Selling, Negotiation, Condos, Real Estate Transactions, Buyer Representation, Management, Relocation, First Time Home Buyers, Residential Homes, Single Family Homes, Short Sales, Investment Properties, Sales, Listings, Referrals
Education
College of the Holy Cross 1978 — 1982
Bachelor of Arts, History
Benoit Mizner Simon & Co. Real Estate January 2013 - Present
Prudential Town and Country Real Estate September 2005 - January 2013
Coldwell Banker May 2003 - September 2005
Coldwell Banker Residential Brokerage May 2003 - September 2005
Fidelity Investments September 1986 - December 2002
Fidelity Investments 1986 - 2002
Skills
Real Estate, Sellers, Home, Selling, Negotiation, Condos, Real Estate Transactions, Buyer Representation, Management, Relocation, First Time Home Buyers, Residential Homes, Single Family Homes, Short Sales, Investment Properties, Sales, Listings, Referrals
Education
College of the Holy Cross 1978 — 1982
Bachelor of Arts, History
Gilbert Gibson PMP's Fidelity Investments Experience April 2001 - July 2003
Job Senior Project Manager, Infrastructure
Industry Information Technology and Services
Experience
TD Bank, NA September 2013 - July 2014
Unum Insurance June 2013 - August 2013
EMC January 2013 - May 2013
EMC September 2011 - December 2012
EMC June 2007 - August 2011
EMC February 2005 - May 2007
Capital One October 2004 - February 2005
Xytar Digital Systems November 2003 - September 2004
Alliance Consulting Group July 2003 - October 2003
Fidelity Investments April 2001 - July 2003
Skills
SDLC, Integration, Cross-functional Team..., Business Analysis, CRM, Data Center, Project Management, PMO, Strategy, Management, Software Development, Leadership, Quality Assurance, Oracle, Team Building, Troubleshooting, Professional Services, Infrastructure, Contract Management, Human Resources, Vendor Management, C#, Data Warehousing, Program Management, Software Project..., Cloud Computing, MS Project, PMP, Agile Methodologies, IT Management, ERP, Project Portfolio..., Enterprise Software, IT Strategy, Business Process, Requirements Analysis, Process Improvement, Resource Management, Business Intelligence
Education
College of San Mateo
Foothill College
University of Alaska Anchorage
TD Bank, NA September 2013 - July 2014
Unum Insurance June 2013 - August 2013
EMC January 2013 - May 2013
EMC September 2011 - December 2012
EMC June 2007 - August 2011
EMC February 2005 - May 2007
Capital One October 2004 - February 2005
Xytar Digital Systems November 2003 - September 2004
Alliance Consulting Group July 2003 - October 2003
Fidelity Investments April 2001 - July 2003
Skills
SDLC, Integration, Cross-functional Team..., Business Analysis, CRM, Data Center, Project Management, PMO, Strategy, Management, Software Development, Leadership, Quality Assurance, Oracle, Team Building, Troubleshooting, Professional Services, Infrastructure, Contract Management, Human Resources, Vendor Management, C#, Data Warehousing, Program Management, Software Project..., Cloud Computing, MS Project, PMP, Agile Methodologies, IT Management, ERP, Project Portfolio..., Enterprise Software, IT Strategy, Business Process, Requirements Analysis, Process Improvement, Resource Management, Business Intelligence
Education
College of San Mateo
Foothill College
University of Alaska Anchorage
Eden Zeek's Fidelity Investments Experience February 2015 - Present
Job Senior Marketing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments January 2013 - February 2015
GE Aviation August 2010 - January 2013
GE Aviation August 2010 - July 2011
GE Aviation January 2005 - August 2010
GE Healthcare August 2004 - January 2005
GE Energy January 2004 - July 2004
Skills
Organizational..., Marketing Communications, Media Relations, Internal Communications, Marketing, Social Media, Aviation, Program Management, Project Management, Six Sigma, Corporate Communications, Marketing Strategy, Strategic Planning, Public Relations, Thought Leadership, Market Research, Crisis Communications, Leadership, Brand Management, Team Leadership, Change Management, Process Improvement, Product Development, Cross-functional Team..., Digital Marketing, SEO, Strategy, Management
Education
University of Cincinnati 2005 — 2007
MBA, Marketing
College of Mount Saint Vincent 1999 — 2003
B.A., Business & Communications
Fidelity Investments February 2015 - Present
Fidelity Investments January 2013 - February 2015
GE Aviation August 2010 - January 2013
GE Aviation August 2010 - July 2011
GE Aviation January 2005 - August 2010
GE Healthcare August 2004 - January 2005
GE Energy January 2004 - July 2004
Skills
Organizational..., Marketing Communications, Media Relations, Internal Communications, Marketing, Social Media, Aviation, Program Management, Project Management, Six Sigma, Corporate Communications, Marketing Strategy, Strategic Planning, Public Relations, Thought Leadership, Market Research, Crisis Communications, Leadership, Brand Management, Team Leadership, Change Management, Process Improvement, Product Development, Cross-functional Team..., Digital Marketing, SEO, Strategy, Management
Education
University of Cincinnati 2005 — 2007
MBA, Marketing
College of Mount Saint Vincent 1999 — 2003
B.A., Business & Communications
Beth Pasciucco's Fidelity Investments Experience 1997 - 2002
Job Managing Director, Head of Brand Management and Customer Experience at AXA
Industry Financial Services
Experience
AXA 2012 - Present
Pasciucco Consulting, LLC 2009 - 2012
Morgan Stanley March 2007 - August 2009
Mercer 2005 - 2007
Putnam Investments 2002 - 2005
Fidelity Investments 1997 - 2002
Arnold Worldwide 1995 - 1997
Houston Effler and Partners 1994 - 1995
Arnold Worldwide 1988 - 1994
Emerson Lane Fortuna 1985 - 1988
Education
College of the Holy Cross 1980 — 1984
BA, English
AXA 2012 - Present
Pasciucco Consulting, LLC 2009 - 2012
Morgan Stanley March 2007 - August 2009
Mercer 2005 - 2007
Putnam Investments 2002 - 2005
Fidelity Investments 1997 - 2002
Arnold Worldwide 1995 - 1997
Houston Effler and Partners 1994 - 1995
Arnold Worldwide 1988 - 1994
Emerson Lane Fortuna 1985 - 1988
Education
College of the Holy Cross 1980 — 1984
BA, English
Christine Henault's Fidelity Investments Experience October 2001 - Present
Job Sr Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2001 - Present
Skills
Disaster Recovery, Windows Server, Active Directory, SDLC, ITIL, Enterprise Architecture, VMware, Vendor Management, Virtualization, Business Analysis, SharePoint, Requirements Management
Education
College of the Holy Cross 1986 — 1990
Fidelity Investments October 2001 - Present
Skills
Disaster Recovery, Windows Server, Active Directory, SDLC, ITIL, Enterprise Architecture, VMware, Vendor Management, Virtualization, Business Analysis, SharePoint, Requirements Management
Education
College of the Holy Cross 1986 — 1990
Daniel Brassard, MBA's Fidelity Investments Experience June 2012 - Present
Job Senior Manager Global Corporate Actions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Pioneer Investments October 2008 - June 2012
Pioneer Investments October 2005 - October 2008
Pioneer Investments January 2001 - January 2005
Skills
Bloomberg, Corporate Actions, Client Service, Excel, Valuation, Customer Relations, Securities, Investments, Word, Outlook, Problem Solving, Microsoft Office, Mutual Funds, Pricing, Equities, Fixed Income, Analysis, Research, Customer Service, Back Office, Transfer Agency, Fund Administration, Qualitative Research, Operations Management, Six Sigma, Lean Operations, Middle Office, Global Custody, Class Actions, Financial Services
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA, Business Administration
College of the Holy Cross 1997 — 2001
BA, History
Fidelity Investments June 2012 - Present
Pioneer Investments October 2008 - June 2012
Pioneer Investments October 2005 - October 2008
Pioneer Investments January 2001 - January 2005
Skills
Bloomberg, Corporate Actions, Client Service, Excel, Valuation, Customer Relations, Securities, Investments, Word, Outlook, Problem Solving, Microsoft Office, Mutual Funds, Pricing, Equities, Fixed Income, Analysis, Research, Customer Service, Back Office, Transfer Agency, Fund Administration, Qualitative Research, Operations Management, Six Sigma, Lean Operations, Middle Office, Global Custody, Class Actions, Financial Services
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA, Business Administration
College of the Holy Cross 1997 — 2001
BA, History
Jen Donnelly's Fidelity Investments Experience September 2012 - Present
Job CPA & Senior Financial Analyst
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments August 2011 - September 2012
Fidelity Investments April 2010 - August 2011
Fidelity Investments September 2006 - April 2010
Brown University April 2002 - August 2006
PwC 1998 - 2002
Skills
Financial Accounting, Oracle Financials, Essbase, Yardi, PowerPoint, Fixed Assets, Endowments, Approvals, Intercompany, Oracle Discoverer, Real Estate Finance, Excel, Financial Systems, Training Delivery, Process Improvement, Accounting, Business Process..., Financial Modeling, Hyperion Enterprise, Financial Analysis, Financial Reporting, General Ledger, Oracle, Financial Statements, Oracle Applications, CPA, Finance, Variance Analysis, Account Reconciliation, Consolidation, GAAP, Due Diligence, Financial Services, Asset Management, US GAAP, Business Analysis, Oracle Financial, Alternative Investments, Project Management, Internal Controls, Business Process, ERP, Microsoft Excel
Education
Providence College
MBA, Finance
College of the Holy Cross
BA, Economics/Accounting
Lincoln High School
Fidelity Investments September 2012 - Present
Fidelity Investments August 2011 - September 2012
Fidelity Investments April 2010 - August 2011
Fidelity Investments September 2006 - April 2010
Brown University April 2002 - August 2006
PwC 1998 - 2002
Skills
Financial Accounting, Oracle Financials, Essbase, Yardi, PowerPoint, Fixed Assets, Endowments, Approvals, Intercompany, Oracle Discoverer, Real Estate Finance, Excel, Financial Systems, Training Delivery, Process Improvement, Accounting, Business Process..., Financial Modeling, Hyperion Enterprise, Financial Analysis, Financial Reporting, General Ledger, Oracle, Financial Statements, Oracle Applications, CPA, Finance, Variance Analysis, Account Reconciliation, Consolidation, GAAP, Due Diligence, Financial Services, Asset Management, US GAAP, Business Analysis, Oracle Financial, Alternative Investments, Project Management, Internal Controls, Business Process, ERP, Microsoft Excel
Education
Providence College
MBA, Finance
College of the Holy Cross
BA, Economics/Accounting
Lincoln High School
Anne Donahue's Fidelity Investments Experience October 2003 - Present
Job Community Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2003 - Present
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Monster January 2002 - October 2003
Monster January 2001 - January 2002
HighWired.com January 2000 - January 2001
Digitas June 1999 - January 2000
Digitas June 1998 - June 1999
StayWell Health Management June 1995 - June 1998
Skills
Marketing, Digital Marketing, SEM, Online Marketing, Web Analytics, Direct Marketing, Campaign Management, Lead Generation
Education
College of the Holy Cross 1991 — 1995
B.A., English
Fidelity Investments October 2003 - Present
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Monster January 2002 - October 2003
Monster January 2001 - January 2002
HighWired.com January 2000 - January 2001
Digitas June 1999 - January 2000
Digitas June 1998 - June 1999
StayWell Health Management June 1995 - June 1998
Skills
Marketing, Digital Marketing, SEM, Online Marketing, Web Analytics, Direct Marketing, Campaign Management, Lead Generation
Education
College of the Holy Cross 1991 — 1995
B.A., English
Jason Cafarella's Fidelity Investments Experience May 2008 - August 2008
Job Investment Analyst at Liberty Mutual
Industry Banking
Experience
Liberty Mutual March 2010 - Present
Georgetown University August 2007 - May 2009
Fidelity Investments May 2008 - August 2008
US Bank November 2003 - August 2007
Skills
Finance, Fixed Income, Analysis, Investments, Financial Markets, Emerging Markets, Credit, Securities, Bonds, Training, Product Management, Financial Modeling, Financial Analysis, Recruiting, Portfolio Management, Bloomberg, Equities, Asset Management, Risk Management, Valuation, Capital Markets, Insurance
Education
Georgetown University - The McDonough School of Business 2007 — 2009
Master, Business Administration
College of the Holy Cross 1998 — 2001
BA, Liberal Arts
Liberty Mutual March 2010 - Present
Georgetown University August 2007 - May 2009
Fidelity Investments May 2008 - August 2008
US Bank November 2003 - August 2007
Skills
Finance, Fixed Income, Analysis, Investments, Financial Markets, Emerging Markets, Credit, Securities, Bonds, Training, Product Management, Financial Modeling, Financial Analysis, Recruiting, Portfolio Management, Bloomberg, Equities, Asset Management, Risk Management, Valuation, Capital Markets, Insurance
Education
Georgetown University - The McDonough School of Business 2007 — 2009
Master, Business Administration
College of the Holy Cross 1998 — 2001
BA, Liberal Arts
Annie Hildreth's Fidelity Investments Experience 2010 - April 2013
Job SVP, Division Philanthropic Exec at US Trust
Industry Financial Services
Experience
US Trust April 2013 - Present
Fidelity Investments 2010 - April 2013
Fidelity Investments June 2002 - September 2010
Skills
Relationship Management, Philanthropy, Risk Management, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Investments
Education
College of the Holy Cross 1998 — 2002
BA, Economics
Weston High School 1994 — 1998
US Trust April 2013 - Present
Fidelity Investments 2010 - April 2013
Fidelity Investments June 2002 - September 2010
Skills
Relationship Management, Philanthropy, Risk Management, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Investments
Education
College of the Holy Cross 1998 — 2002
BA, Economics
Weston High School 1994 — 1998
Patricia Girard's Fidelity Investments Experience 2004 - 2007
Job Investment Services Portfolio Administrator at State Street Bank
Industry Financial Services
Experience
State Street Bank February 2008 - Present
Fidelity Investments 2004 - 2007
Oxford Health Plans 2002 - 2004
Wal-Mart 1997 - 2004
Education
College of Our Lady of the Elms 1999 — 2001
Bachelor of Arts, Psychology
NHTI, Concord's Community College 1997 — 1999
Associates Degree, Mental Health
Pembroke Academy
State Street Bank February 2008 - Present
Fidelity Investments 2004 - 2007
Oxford Health Plans 2002 - 2004
Wal-Mart 1997 - 2004
Education
College of Our Lady of the Elms 1999 — 2001
Bachelor of Arts, Psychology
NHTI, Concord's Community College 1997 — 1999
Associates Degree, Mental Health
Pembroke Academy
Rachel O'Malley's Fidelity Investments Experience August 2003 - Present
Job Marketing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2003 - Present
Martha Stewart Living Omnimedia February 2001 - June 2002
iCAST.com May 1999 - November 2000
The Boston Phoenix June 1997 - May 1999
Education
College of the Holy Cross 1993 — 1997
Fidelity Investments August 2003 - Present
Martha Stewart Living Omnimedia February 2001 - June 2002
iCAST.com May 1999 - November 2000
The Boston Phoenix June 1997 - May 1999
Education
College of the Holy Cross 1993 — 1997
Courtney (Lange) Hollis's Fidelity Investments Experience July 2006 - March 2007
Job Senior Data Consultant at Diversified Investment Advisors
Industry Information Technology and Services
Experience
Diversified Investment Advisors August 2009 - Present
Health Dialog December 2007 - August 2009
CitiStreet March 2007 - December 2007
Fidelity Investments July 2006 - March 2007
Fidelity Investments July 2002 - July 2006
Education
College of the Holy Cross 1998 — 2002
Economics/Pre-Med
Diversified Investment Advisors August 2009 - Present
Health Dialog December 2007 - August 2009
CitiStreet March 2007 - December 2007
Fidelity Investments July 2006 - March 2007
Fidelity Investments July 2002 - July 2006
Education
College of the Holy Cross 1998 — 2002
Economics/Pre-Med
Annemarie Bowen Bianchetto's Fidelity Investments Experience 1999 - 2000
Job at
Industry Hospital & Health Care
Experience
Harvard Vanguard Medical Associates 2013 - Present
Newton-Wellesley Hospital 2007 - Present
Renaissance Alliance 2003 - 2007
S.H.Smith & Company 2000 - 2003
Fidelity Investments 1999 - 2000
Education
Regis College 2004 — 2006
BSN, Nursing
College of the Holy Cross 1995 — 1999
BA, Sociology
Harvard Vanguard Medical Associates 2013 - Present
Newton-Wellesley Hospital 2007 - Present
Renaissance Alliance 2003 - 2007
S.H.Smith & Company 2000 - 2003
Fidelity Investments 1999 - 2000
Education
Regis College 2004 — 2006
BSN, Nursing
College of the Holy Cross 1995 — 1999
BA, Sociology
Kelly Kavanagh's Fidelity Investments Experience 2009 - 2010
Job Head of Marketing North America
Industry Financial Services
Experience
Citi Private Bank 2015 - Present
Citi 2012 - 2015
Sun Life Financial 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Allmerica Financial 1993 - 2004
State Mutual / Allmerica Financial 1983 - 1991
Skills
Wealth Managment..., Leadership Development, Marketing Strategy, Marketing Management, Marketing Communications, Innovation Development, Client Experience Models, Digital / Mobile..., Business Analysis, Program Management, Project Management, Product Management, Vendor Management, Financial Services, Investments, Strategy, Relationship Management, Management, Leadership
Education
College of the Holy Cross
Bachelor of Arts
Citi Private Bank 2015 - Present
Citi 2012 - 2015
Sun Life Financial 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Allmerica Financial 1993 - 2004
State Mutual / Allmerica Financial 1983 - 1991
Skills
Wealth Managment..., Leadership Development, Marketing Strategy, Marketing Management, Marketing Communications, Innovation Development, Client Experience Models, Digital / Mobile..., Business Analysis, Program Management, Project Management, Product Management, Vendor Management, Financial Services, Investments, Strategy, Relationship Management, Management, Leadership
Education
College of the Holy Cross
Bachelor of Arts
Stanley Bud Stevens's Fidelity Investments Experience April 1999 - July 2006
Job SRVP Human Resources at MidCountry Financial Corp
Industry Human Resources
Experience
MidCountry Financial Corp July 2014 - Present
Amerinet, Inc. August 2008 - April 2012
HNTB July 2006 - February 2008
Fidelity Investments April 1999 - July 2006
Xomed Surgical Products Inc. September 1996 - April 1999
Skills
Deferred Compensation, Employee Relations, Management, Talent Management, Leadership, Talent Acquisition, Human Resources, Performance Management, Training, Organizational Design, Onboarding, Mergers & Acquisitions, Succession Planning, Workforce Planning
Education
College of the Holy Cross
BA
Manhattan College
MBA
MidCountry Financial Corp July 2014 - Present
Amerinet, Inc. August 2008 - April 2012
HNTB July 2006 - February 2008
Fidelity Investments April 1999 - July 2006
Xomed Surgical Products Inc. September 1996 - April 1999
Skills
Deferred Compensation, Employee Relations, Management, Talent Management, Leadership, Talent Acquisition, Human Resources, Performance Management, Training, Organizational Design, Onboarding, Mergers & Acquisitions, Succession Planning, Workforce Planning
Education
College of the Holy Cross
BA
Manhattan College
MBA
Jon Strack's Fidelity Investments Experience March 1997 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments March 1997 - Present
C.W. Costello & Associates, Inc. July 1995 - March 1997
Quality Solutions, Inc. July 1994 - July 1995
Education
College of the Holy Cross 1990 — 1994
B.A., Mathematics
St. John's High School 1986 — 1990
Fidelity Investments March 1997 - Present
C.W. Costello & Associates, Inc. July 1995 - March 1997
Quality Solutions, Inc. July 1994 - July 1995
Education
College of the Holy Cross 1990 — 1994
B.A., Mathematics
St. John's High School 1986 — 1990
Jon Graff's Fidelity Investments Experience November 2007 - January 2014
Job Managing Director Retirement Plan Services Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Fidelity Investments November 2007 - January 2014
Fidelity Investments October 1999 - November 2007
Fidelity Investments July 1996 - October 1999
Fidelity Investments December 1994 - July 1996
Skills
401k, Retirement Planning, Strategy, Relationship Management, Management
Education
The University of Connecticut School of Business 1988 — 1992
MBA, Business Administration
College of the Holy Cross 1982 — 1986
BA, Economics
Charles Schwab January 2014 - Present
Fidelity Investments November 2007 - January 2014
Fidelity Investments October 1999 - November 2007
Fidelity Investments July 1996 - October 1999
Fidelity Investments December 1994 - July 1996
Skills
401k, Retirement Planning, Strategy, Relationship Management, Management
Education
The University of Connecticut School of Business 1988 — 1992
MBA, Business Administration
College of the Holy Cross 1982 — 1986
BA, Economics
Bob Donahue's Fidelity Investments Experience July 2008 - June 2010
Job Managing Director at Municipal Market Advisors
Industry Investment Management
Experience
Consultant August 2015 - Present
Municipal Market Advisors May 2012 - July 2015
DWS Investments June 2010 - May 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments October 2000 - July 2008
T. Rowe Price November 1997 - October 2000
District of Columbia Public Schools January 1997 - November 1997
KPMG Peat Marwick, LLP June 1995 - January 1997
Saint Albans School January 1991 - January 1994
Mary Institute and St. Louis Country Day School (MICDS) September 1987 - June 1991
Skills
Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1994 — 1995
Master of Public Administration (MPA), Accounting and Finance
College of the Holy Cross 1983 — 1987
B.S.
Consultant August 2015 - Present
Municipal Market Advisors May 2012 - July 2015
DWS Investments June 2010 - May 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments October 2000 - July 2008
T. Rowe Price November 1997 - October 2000
District of Columbia Public Schools January 1997 - November 1997
KPMG Peat Marwick, LLP June 1995 - January 1997
Saint Albans School January 1991 - January 1994
Mary Institute and St. Louis Country Day School (MICDS) September 1987 - June 1991
Skills
Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1994 — 1995
Master of Public Administration (MPA), Accounting and Finance
College of the Holy Cross 1983 — 1987
B.S.
Cindy Rehm's Fidelity Investments Experience Account SupervisorEdlund Mulcrone1992 - 1994
Job Director of Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Account SupervisorEdlund Mulcrone1992 - 1994
BayBank 1989 - 1992
Education
College of the Holy Cross
Fidelity Investments Account SupervisorEdlund Mulcrone1992 - 1994
BayBank 1989 - 1992
Education
College of the Holy Cross
Danikka Dillon's Fidelity Investments Experience August 2012 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments June 2011 - August 2012
Fidelity Investments March 2007 - June 2011
Fidelity Investments April 2002 - March 2007
Fidelity Investments September 2001 - April 2002
TD Waterhouse January 2000 - June 2001
Skills
Series 7, Process Improvement, Project Management, Customer Service, Series 63, series 9/10, Business Analysis, Management, Program Management
Education
College of the Holy Cross 1996 — 1999
Bachelor of Arts (B.A.), Fine and Studio Arts
Fidelity Investments August 2012 - Present
Fidelity Investments June 2011 - August 2012
Fidelity Investments March 2007 - June 2011
Fidelity Investments April 2002 - March 2007
Fidelity Investments September 2001 - April 2002
TD Waterhouse January 2000 - June 2001
Skills
Series 7, Process Improvement, Project Management, Customer Service, Series 63, series 9/10, Business Analysis, Management, Program Management
Education
College of the Holy Cross 1996 — 1999
Bachelor of Arts (B.A.), Fine and Studio Arts
Ramkumar Rajeswaran MBA PMP's Fidelity Investments Experience April 2005 - February 2007
Job Team Lead IT HP Tools Support (Acting Manager IT: HP Development Team) at Exelon Corporation
Industry Information Technology and Services
Experience
Constellation Energy February 2007 - Present
Fidelity Investments April 2005 - February 2007
General Electric March 2004 - April 2005
GE Capital September 2002 - March 2004
Patni Computer Systems February 2000 - September 2002
Skills
SDLC, PMO, ITIL, HP PPM Center, HP Service Manager, HP Executive Scorecard, HP Asset Manager, HP Connect IT, HP Quality Center, Business Objects, HP Performance Center, Agile Methodologies, Project Portfolio..., Requirements Analysis, Oracle, Microsoft SQL Server, PL/SQL, Agile Project Management, Software Project..., TIBCO, Integration, Oracle SQL, SharePoint, Unix, Linux, Windows Server, Java, JavaScript, JSP, ASP, VBScript, Visual Basic, C++, C
Education
Loyola College in Maryland 2008 — 2011
MBA, MBA Information Systems Specialization
College of Engineering, Trivandrum 1998 — 2002
Bachelors of Technology, Electrical and Electronics Engineering
National Institute of Information Technology 1998 — 2000
Advanced Diploma in Network Centered Computing, Computer Programming
Constellation Energy February 2007 - Present
Fidelity Investments April 2005 - February 2007
General Electric March 2004 - April 2005
GE Capital September 2002 - March 2004
Patni Computer Systems February 2000 - September 2002
Skills
SDLC, PMO, ITIL, HP PPM Center, HP Service Manager, HP Executive Scorecard, HP Asset Manager, HP Connect IT, HP Quality Center, Business Objects, HP Performance Center, Agile Methodologies, Project Portfolio..., Requirements Analysis, Oracle, Microsoft SQL Server, PL/SQL, Agile Project Management, Software Project..., TIBCO, Integration, Oracle SQL, SharePoint, Unix, Linux, Windows Server, Java, JavaScript, JSP, ASP, VBScript, Visual Basic, C++, C
Education
Loyola College in Maryland 2008 — 2011
MBA, MBA Information Systems Specialization
College of Engineering, Trivandrum 1998 — 2002
Bachelors of Technology, Electrical and Electronics Engineering
National Institute of Information Technology 1998 — 2000
Advanced Diploma in Network Centered Computing, Computer Programming
Adam Kotlik's Fidelity Investments Experience July 2012 - Present
Job Investment Product Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments September 2007 - July 2012
Fidelity Investments March 2006 - September 2007
Fidelity Investments May 2004 - March 2006
Skills
Financial Modeling, Mutual Funds, Equities, Fixed Income, ETFs
Education
College of the Holy Cross 2000 — 2004
BA, Economics, Religious Studies
Fidelity Investments July 2012 - Present
Fidelity Investments September 2007 - July 2012
Fidelity Investments March 2006 - September 2007
Fidelity Investments May 2004 - March 2006
Skills
Financial Modeling, Mutual Funds, Equities, Fixed Income, ETFs
Education
College of the Holy Cross 2000 — 2004
BA, Economics, Religious Studies
Lauren Chenarides's Fidelity Investments Experience July 2008 - June 2011
Job AFRI NIFA Predoctoral Fellow at Penn State University
Industry Higher Education
Experience
Penn State University December 2014 - Present
Penn State University August 2011 - Present
Penn State University July 2011 - Present
USDA May 2013 - August 2013
Fidelity Investments July 2008 - June 2011
Skills
Analysis, Research, Pivot Tables, PowerPoint, Microsoft Excel, Public Speaking, Grant Writing, Microsoft Office, Editing, Microsoft Word, Event Planning, Social Networking, Facebook, Data Analysis, SAS, Econometrics, Employee Benefits, Leadership Development, Matlab, SAS programming, Stata, Statistics, Higher Education
Education
Penn State University 2011 — 2016
Agricultural Economics
College of the Holy Cross 2004 — 2008
B.A., Mathematics
Penn State University December 2014 - Present
Penn State University August 2011 - Present
Penn State University July 2011 - Present
USDA May 2013 - August 2013
Fidelity Investments July 2008 - June 2011
Skills
Analysis, Research, Pivot Tables, PowerPoint, Microsoft Excel, Public Speaking, Grant Writing, Microsoft Office, Editing, Microsoft Word, Event Planning, Social Networking, Facebook, Data Analysis, SAS, Econometrics, Employee Benefits, Leadership Development, Matlab, SAS programming, Stata, Statistics, Higher Education
Education
Penn State University 2011 — 2016
Agricultural Economics
College of the Holy Cross 2004 — 2008
B.A., Mathematics
Arun Sudhir's Fidelity Investments Experience July 2006 - June 2007
Job Software Engineer II at Microsoft
Industry Computer Software
Experience
Microsoft February 2014 - Present
Microsoft December 2012 - February 2014
Microsoft Corporation January 2009 - December 2012
Fidelity Investments July 2006 - June 2007
Cognizant Technology Solutions 2004 - 2006
Skills
PL/SQL, Perl, Unix Shell Scripting, Algorithms, Oracle, Java, JavaScript, Eclipse, MySQL, Software Development, C#, C
Education
Virginia Polytechnic Institute and State University 2007 — 2008
MS, Computer Science
College of Engineering, Trivandrum 2000 — 2004
B.Tech, Electronics & Communication
Microsoft February 2014 - Present
Microsoft December 2012 - February 2014
Microsoft Corporation January 2009 - December 2012
Fidelity Investments July 2006 - June 2007
Cognizant Technology Solutions 2004 - 2006
Skills
PL/SQL, Perl, Unix Shell Scripting, Algorithms, Oracle, Java, JavaScript, Eclipse, MySQL, Software Development, C#, C
Education
Virginia Polytechnic Institute and State University 2007 — 2008
MS, Computer Science
College of Engineering, Trivandrum 2000 — 2004
B.Tech, Electronics & Communication
David Boudreau's Fidelity Investments Experience 2006 - 2007
Job HRIS Manager at Nuance Communications
Industry Information Technology and Services
Experience
Nuance Communications May 2013 - Present
Cubist Pharmaceuticals September 2012 - May 2013
C&S Wholesale Grocers December 2008 - September 2012
KBACE Technologies August 2007 - December 2008
Fidelity Investments 2006 - 2007
Bottomline Technologies January 2006 - August 2006
Fidelity Investments February 1998 - January 2006
Skills
Cross-functional Team..., Software Project..., Change Management, Requirements Gathering, Software Implementation, Systems Analysis, Business Analysis, Business Process, SDLC, Project Management, PL/SQL, Account Management, IT Operations, System Testing, User Acceptance Testing, Quality Assurance, Vendor Management..., Oracle E-Business Suite, Oracle HR, Team Leadership, Project Delivery, Oracle Applications, Consulting, Oracle, Marathon, Management, Integration, Vendor Management
Education
College of the Holy Cross
Bachelor of Arts (B.A.), Political Science
Nuance Communications May 2013 - Present
Cubist Pharmaceuticals September 2012 - May 2013
C&S Wholesale Grocers December 2008 - September 2012
KBACE Technologies August 2007 - December 2008
Fidelity Investments 2006 - 2007
Bottomline Technologies January 2006 - August 2006
Fidelity Investments February 1998 - January 2006
Skills
Cross-functional Team..., Software Project..., Change Management, Requirements Gathering, Software Implementation, Systems Analysis, Business Analysis, Business Process, SDLC, Project Management, PL/SQL, Account Management, IT Operations, System Testing, User Acceptance Testing, Quality Assurance, Vendor Management..., Oracle E-Business Suite, Oracle HR, Team Leadership, Project Delivery, Oracle Applications, Consulting, Oracle, Marathon, Management, Integration, Vendor Management
Education
College of the Holy Cross
Bachelor of Arts (B.A.), Political Science
John Arpe's Fidelity Investments Experience May 1994 - December 2008
Job Director Risk Management at RMPI Consulting LLC
Industry Financial Services
Experience
RMPI Consulting LLC July 2010 - Present
Neighborhood of Affordable Housing, Inc. February 2009 - June 2010
Fidelity Investments May 1994 - December 2008
Fleet Financial Group/RECOLL Management Corp June 1991 - April 1994
First Mutual of Boston June 1989 - May 1991
Skills
Financial Analysis, Process Improvement, Business Analysis, Banking
Education
IMD Business School 1984 — 1984
University of Pennsylvania - The Wharton School 1967 — 1969
MBA
College of the Holy Cross 1963 — 1967
BS Economics - Accounting
RMPI Consulting LLC July 2010 - Present
Neighborhood of Affordable Housing, Inc. February 2009 - June 2010
Fidelity Investments May 1994 - December 2008
Fleet Financial Group/RECOLL Management Corp June 1991 - April 1994
First Mutual of Boston June 1989 - May 1991
Skills
Financial Analysis, Process Improvement, Business Analysis, Banking
Education
IMD Business School 1984 — 1984
University of Pennsylvania - The Wharton School 1967 — 1969
MBA
College of the Holy Cross 1963 — 1967
BS Economics - Accounting
Andy Plotner's Fidelity Investments Experience July 1993 - Present
Job SVP, Sales Support and Compensation
Industry Financial Services
Experience
Fidelity Investments July 1993 - Present
Skills
Mutual Funds, Wealth Management, Retirement, Investments, Alternative Investments, Series 7, Series 63, Strategy, Strategic Planning, Relationship Management, FINRA, Series 24, Asset Management, Hedge Funds, Customer Analysis, Talent Management, Financial Advisory, Strategic Financial..., Employee Benefits
Education
Suffolk University Law School 1996 — 1999
Doctor of Law (JD)
College of the Holy Cross 1988 — 1992
BA, History
College of the Holy Cross
Bachelor's degree, History
Fidelity Investments July 1993 - Present
Skills
Mutual Funds, Wealth Management, Retirement, Investments, Alternative Investments, Series 7, Series 63, Strategy, Strategic Planning, Relationship Management, FINRA, Series 24, Asset Management, Hedge Funds, Customer Analysis, Talent Management, Financial Advisory, Strategic Financial..., Employee Benefits
Education
Suffolk University Law School 1996 — 1999
Doctor of Law (JD)
College of the Holy Cross 1988 — 1992
BA, History
College of the Holy Cross
Bachelor's degree, History
Cyndee Radziewicz's Fidelity Investments Experience 2000 - 2009
Job US Information Systems Investment Planning Manager at National Grid
Industry Information Technology and Services
Experience
National Grid March 2014 - Present
Boston Scientific September 2013 - February 2014
John Hancock Life Insurance Company (U.S.A.) February 2010 - March 2013
Fresenius Medical Care June 2009 - February 2010
Fidelity Investments 2000 - 2009
Hanover Insurance (formerly Allmerica Financial) 1998 - 2000
UMass Memorial Healthcare 1997 - 1998
Hanover Insurance (formerly Allmerica Financial) 1996 - 1997
Commerce Insurance 1990 - 1996
Skills
SDLC, Program Management, Process Improvement..., Agile & Waterfall..., PMO, Waterfall, Business Intelligence, Product Management, Change Management, Process Improvement, Leadership, Strategy, Management, Business Analysis, Budgets, Project Management, Vendor Management, Cross-functional Team..., PMP, Project Portfolio..., Software Project..., Business Process..., Requirements Gathering, Business Requirements, Analytics, Requirements Analysis, Resource Management, Visio, Agile Project Management
Education
College of the Holy Cross 1981 — 1985
BA, English
The George Washington University 1999 — 2001
Professional Certificate, Masters Certificate in Project Management
St. Mary's High School, Worcester MA
National Grid March 2014 - Present
Boston Scientific September 2013 - February 2014
John Hancock Life Insurance Company (U.S.A.) February 2010 - March 2013
Fresenius Medical Care June 2009 - February 2010
Fidelity Investments 2000 - 2009
Hanover Insurance (formerly Allmerica Financial) 1998 - 2000
UMass Memorial Healthcare 1997 - 1998
Hanover Insurance (formerly Allmerica Financial) 1996 - 1997
Commerce Insurance 1990 - 1996
Skills
SDLC, Program Management, Process Improvement..., Agile & Waterfall..., PMO, Waterfall, Business Intelligence, Product Management, Change Management, Process Improvement, Leadership, Strategy, Management, Business Analysis, Budgets, Project Management, Vendor Management, Cross-functional Team..., PMP, Project Portfolio..., Software Project..., Business Process..., Requirements Gathering, Business Requirements, Analytics, Requirements Analysis, Resource Management, Visio, Agile Project Management
Education
College of the Holy Cross 1981 — 1985
BA, English
The George Washington University 1999 — 2001
Professional Certificate, Masters Certificate in Project Management
St. Mary's High School, Worcester MA
Glenn FitzGerald's Fidelity Investments Experience August 1998 - July 2008
Job Real Estate Agent William Raveis, Viridian Associate
Industry Real Estate
Experience
Viridian Energy June 2015 - Present
William Raveis Real Estate May 2015 - Present
Food Dr. March 2014 - Present
State Street Corporation 2008 - 2012
Fidelity Investments August 1998 - July 2008
Pioneer Investments May 1996 - August 1998
Brown Brothers Harriman & Company March 1994 - May 1996
Skills
Relationship Management, Superior Client Service, P&L Responsibility, Written & Oral..., Risk Management, CRM, Management, Analytics, Operations Management, Strategy, P&L Management, Client Services, Securities, Equities, Product Development, Portfolio Management, Alternative Investments, Financial Services, Investments, Vendor Management
Education
College of the Holy Cross
BA
Weymouth South
Viridian Energy June 2015 - Present
William Raveis Real Estate May 2015 - Present
Food Dr. March 2014 - Present
State Street Corporation 2008 - 2012
Fidelity Investments August 1998 - July 2008
Pioneer Investments May 1996 - August 1998
Brown Brothers Harriman & Company March 1994 - May 1996
Skills
Relationship Management, Superior Client Service, P&L Responsibility, Written & Oral..., Risk Management, CRM, Management, Analytics, Operations Management, Strategy, P&L Management, Client Services, Securities, Equities, Product Development, Portfolio Management, Alternative Investments, Financial Services, Investments, Vendor Management
Education
College of the Holy Cross
BA
Weymouth South
Stephen Kluge's Fidelity Investments Experience July 2009 - Present
Job Service Delivery Manager, Testing and Reporting Services
Industry Financial Services
Experience
Fidelity Investments July 2009 - Present
Fidelity Investments May 2001 - July 2009
Zurich Scudder Investments January 1998 - April 2001
Zurich Scudder Investments January 1997 - December 1997
Zurich Scudder Investments January 1992 - December 1996
Zurich Scudder Investments January 1990 - December 1991
Zurich Scudder Investments June 1989 - December 1990
Skills
Customer Service, Financial Services, Mutual Funds, Project Management, Retirement Planning, 401k
Education
College of the Holy Cross 1985 — 1989
Bachelors, Political Science
Fidelity Investments July 2009 - Present
Fidelity Investments May 2001 - July 2009
Zurich Scudder Investments January 1998 - April 2001
Zurich Scudder Investments January 1997 - December 1997
Zurich Scudder Investments January 1992 - December 1996
Zurich Scudder Investments January 1990 - December 1991
Zurich Scudder Investments June 1989 - December 1990
Skills
Customer Service, Financial Services, Mutual Funds, Project Management, Retirement Planning, 401k
Education
College of the Holy Cross 1985 — 1989
Bachelors, Political Science
Carina Ranelli Caccavelli's Fidelity Investments Experience June 1996 - August 1998
Job Financial Services Professional
Industry Investment Management
Experience
Wellington Management January 2015 - Present
Wellington Management July 2004 - March 2008
Wellington Management September 2002 - June 2004
Wellington Management July 2000 - September 2002
Federal Reserve Bank of New York June 1999 - August 1999
Fidelity Investments June 1996 - August 1998
Fidelity Investments June 1994 - June 1996
Fidelity Investments June 1992 - June 1994
The Boston Company July 1991 - June 1992
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance and Strategy
College of the Holy Cross 1987 — 1991
Bachelor of Arts, Economics
Wellington Management January 2015 - Present
Wellington Management July 2004 - March 2008
Wellington Management September 2002 - June 2004
Wellington Management July 2000 - September 2002
Federal Reserve Bank of New York June 1999 - August 1999
Fidelity Investments June 1996 - August 1998
Fidelity Investments June 1994 - June 1996
Fidelity Investments June 1992 - June 1994
The Boston Company July 1991 - June 1992
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance and Strategy
College of the Holy Cross 1987 — 1991
Bachelor of Arts, Economics
Donna Kobus-Mandel's Fidelity Investments Experience June 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Jake Gorman, CFP®'s Fidelity Investments Experience August 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments April 2010 - April 2012
MFS Investment Management December 2009 - March 2010
Education
College of the Holy Cross 2005 — 2009
Bachelor's, Economics
Xaverian Brothers High School 2001 — 2005
High School
Fidelity Investments August 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments April 2010 - April 2012
MFS Investment Management December 2009 - March 2010
Education
College of the Holy Cross 2005 — 2009
Bachelor's, Economics
Xaverian Brothers High School 2001 — 2005
High School
Jane Cain's Fidelity Investments Experience 1997 - 2002
Job Library Director at Yarmouth Town Libraries
Industry Information Services
Experience
Yarmouth Town Libraries January 2014 - Present
Southborough Public Library March 2009 - December 2013
Dudley Public Library November 2006 - February 2009
Shrewsbury Public Library April 2005 - October 2006
Fidelity Investments 1997 - 2002
Skills
Editing, Writing, Social Media, Web 2.0, Public Speaking, Non-profits, History, Social Networking
Education
Simmons College 2002 — 2004
Master's, Library and Information Science
College of the Holy Cross
B.A., Poli Sci
Yarmouth Town Libraries January 2014 - Present
Southborough Public Library March 2009 - December 2013
Dudley Public Library November 2006 - February 2009
Shrewsbury Public Library April 2005 - October 2006
Fidelity Investments 1997 - 2002
Skills
Editing, Writing, Social Media, Web 2.0, Public Speaking, Non-profits, History, Social Networking
Education
Simmons College 2002 — 2004
Master's, Library and Information Science
College of the Holy Cross
B.A., Poli Sci
Cindy Rehm's Fidelity Investments Experience April 1994 - March 2010
Job
Industry
Experience
Fidelity Investments April 1994 - March 2010
Edlund Mulcrone August 1992 - April 1994
BayBank Systems April 1989 - August 1992
Education
College of the Holy Cross
Fidelity Investments April 1994 - March 2010
Edlund Mulcrone August 1992 - April 1994
BayBank Systems April 1989 - August 1992
Education
College of the Holy Cross
Mitchell Bujak's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Law Enforcement
Experience
Fidelity Investments March 2015 - Present
Norridge Police Department July 2013 - September 2014
Jackson Spring/RK Trading June 2013 - July 2013
Bill Kay Nissan March 2013 - June 2013
O'Hare Honda October 2010 - March 2012
Goodyear May 2008 - October 2010
Don Johnston Incorporated May 2005 - May 2008
Skills
Microsoft Office, Customer Service, Leadership, Training, Time Management, Team Leadership, Event Planning, Microsoft Word, Process Improvement, Team Building
Education
Elmhurst College 2008 — 2010
Bachelors, Major in Finance Minor in Economics
College of Lake County 2004 — 2007
Associates, Arts
Fidelity Investments March 2015 - Present
Norridge Police Department July 2013 - September 2014
Jackson Spring/RK Trading June 2013 - July 2013
Bill Kay Nissan March 2013 - June 2013
O'Hare Honda October 2010 - March 2012
Goodyear May 2008 - October 2010
Don Johnston Incorporated May 2005 - May 2008
Skills
Microsoft Office, Customer Service, Leadership, Training, Time Management, Team Leadership, Event Planning, Microsoft Word, Process Improvement, Team Building
Education
Elmhurst College 2008 — 2010
Bachelors, Major in Finance Minor in Economics
College of Lake County 2004 — 2007
Associates, Arts
John Sheehy's Fidelity Investments Experience August 2007 - Present
Job Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Deloitte September 1998 - August 2005
Education
College of the Holy Cross 1994 — 1998
BA, Economics/Accounting
New York University - Leonard N. Stern School of Business
Fidelity Investments August 2007 - Present
Deloitte September 1998 - August 2005
Education
College of the Holy Cross 1994 — 1998
BA, Economics/Accounting
New York University - Leonard N. Stern School of Business
Shivanthi Edwards's Fidelity Investments Experience January 1993 - June 1994
Job Project Manager at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte September 2012 - Present
Advantage Benefits Consultants, Inc. March 1999 - September 2012
United Asset Management November 1997 - February 1999
J.P. Morgan May 1996 - June 1997
Federated Investors, Inc. December 1995 - May 1996
Fidelity Investments January 1993 - June 1994
Skills
Portfolio Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 1994 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
College of Our Lady of the Elms 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management (Double Major)
Deloitte September 2012 - Present
Advantage Benefits Consultants, Inc. March 1999 - September 2012
United Asset Management November 1997 - February 1999
J.P. Morgan May 1996 - June 1997
Federated Investors, Inc. December 1995 - May 1996
Fidelity Investments January 1993 - June 1994
Skills
Portfolio Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 1994 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
College of Our Lady of the Elms 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management (Double Major)
Cindy Rehm's Fidelity Investments Experience 1994 - 2010
Job Consultant at TIAACref
Industry Banking
Experience
Bank of America ConsultantTIAA-CrefJanuary 2013 - Present
Fidelity Investments 1994 - 2010
Edlund Mulcrone 1992 - 1994
W.A. Wilde 1987 - 1989
Skills
Financial Services, Mutual Funds, Series 7, Relationship Management, Wealth Management, Series 63
Education
College of the Holy Cross
BA
Bank of America ConsultantTIAA-CrefJanuary 2013 - Present
Fidelity Investments 1994 - 2010
Edlund Mulcrone 1992 - 1994
W.A. Wilde 1987 - 1989
Skills
Financial Services, Mutual Funds, Series 7, Relationship Management, Wealth Management, Series 63
Education
College of the Holy Cross
BA
Brian Mauthe, CFA's Fidelity Investments Experience July 2011 - December 2011
Job Investment Analyst at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
Putnam Investments January 2012 - June 2013
Fidelity Investments July 2011 - December 2011
Fidelity Investments June 2010 - May 2011
Skills
Series 7, Series 63, Salesforce.com, Outlook, Economics, Financial Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor of Economics, Economics
Pascack Valley High School 2003 — 2007
Citi July 2013 - Present
Putnam Investments January 2012 - June 2013
Fidelity Investments July 2011 - December 2011
Fidelity Investments June 2010 - May 2011
Skills
Series 7, Series 63, Salesforce.com, Outlook, Economics, Financial Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor of Economics, Economics
Pascack Valley High School 2003 — 2007
Daniel McGovern, CFA's Fidelity Investments Experience 1996 - 2000
Job Senior Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2014 - Present
BlackRock 2008 - 2014
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 2004 - 2005
Lehman Brothers 2001 - 2003
Fidelity Investments 1996 - 2000
Eaton Vance 1994 - 1996
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
College of the Holy Cross 1990 — 1994
BA, Economics
Franklin Templeton Investments September 2014 - Present
BlackRock 2008 - 2014
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 2004 - 2005
Lehman Brothers 2001 - 2003
Fidelity Investments 1996 - 2000
Eaton Vance 1994 - 1996
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
College of the Holy Cross 1990 — 1994
BA, Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank