Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Amanda Rank Amanda Rank's Fidelity Investments Experience CCPUnitedHealth GroupJuly 2011 - Present
Job CCP at UnitedHealth Group
Industry Insurance
Experience
Fidelity Investments CCPUnitedHealth GroupJuly 2011 - Present
Skills
Healthcare, Insurance, Health Insurance, Process Improvement, Customer Service, Medicare, Employee Benefits, HIPAA, Leadership, Managed Care, Management, Microsoft Excel, Project Management, Sales
Education
Southern New Hampshire University 2013 — 2014
Psychology
Ashford University
Currently attending to obtain B.A., Psychology
Fidelity Investments CCPUnitedHealth GroupJuly 2011 - Present
Skills
Healthcare, Insurance, Health Insurance, Process Improvement, Customer Service, Medicare, Employee Benefits, HIPAA, Leadership, Managed Care, Management, Microsoft Excel, Project Management, Sales
Education
Southern New Hampshire University 2013 — 2014
Psychology
Ashford University
Currently attending to obtain B.A., Psychology
Judy Stien Judy Stien's Fidelity Investments Experience 2000 - 2005
Job Sales Representative, LIBERTY MUTUAL
Industry Insurance
Experience
Liberty Mutual Insurance September 2014 - Present
Mapfre March 2011 - September 2014
Small Business Insurance Agency 2005 - 2009
Fidelity Investments 2000 - 2005
Enterprise Rent-A-Car 1999 - 2002
Skills
Retirement, Employee Benefits, Life Insurance, Health Insurance, Insurance, Underwriting, Disability Insurance, Retirement Planning, Fixed Annuities, 401k, Property & Casualty..., Financial Services, Sales
Education
Assumption College 1995 — 1999
BA, Communications/English
Arlington Catholic High School 1992 — 1995
High School
Liberty Mutual Insurance September 2014 - Present
Mapfre March 2011 - September 2014
Small Business Insurance Agency 2005 - 2009
Fidelity Investments 2000 - 2005
Enterprise Rent-A-Car 1999 - 2002
Skills
Retirement, Employee Benefits, Life Insurance, Health Insurance, Insurance, Underwriting, Disability Insurance, Retirement Planning, Fixed Annuities, 401k, Property & Casualty..., Financial Services, Sales
Education
Assumption College 1995 — 1999
BA, Communications/English
Arlington Catholic High School 1992 — 1995
High School
Andrea Handfield Andrea Handfield's Fidelity Investments Experience June 2003 - May 2005
Job IDI Policy Administration at Unum
Industry Insurance
Experience
Unum October 2012 - Present
Worcester Urological Associates May 2005 - October 2012
Worcester Urological Associates May 2005 - October 2012
Fidelity Investments June 2003 - May 2005
Fidelity Investments November 2001 - May 2003
Fidelity Investments September 2000 - October 2001
Clark University March 1997 - September 2000
Skills
Account Reconciliation, Risk Management, Medical Billing, Process Improvement, Invoicing, Insurance, Training, Microsoft Word
Education
Assumption College
Worcester State University
Bachelor of Arts, Business Adminstration; Human Resource Management
Unum October 2012 - Present
Worcester Urological Associates May 2005 - October 2012
Worcester Urological Associates May 2005 - October 2012
Fidelity Investments June 2003 - May 2005
Fidelity Investments November 2001 - May 2003
Fidelity Investments September 2000 - October 2001
Clark University March 1997 - September 2000
Skills
Account Reconciliation, Risk Management, Medical Billing, Process Improvement, Invoicing, Insurance, Training, Microsoft Word
Education
Assumption College
Worcester State University
Bachelor of Arts, Business Adminstration; Human Resource Management
Timber Hackett's Fidelity Investments Experience September 2011 - September 2013
Job New to the Atlanta area
Industry Human Resources
Experience
Extendicare Health Services, Inc. February 2014 - July 2015
Extendicare Health Services, Inc. September 2013 - March 2014
Fidelity Investments September 2011 - September 2013
Fifth Third Bank July 2010 - August 2011
Skills
Customer Service, Financial Transactions, Finance, Administrative Work, Clerical Work, Banking, Retail Banking, Branch Banking, Cash Register, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Clerical, Transactional Banking, Cash-handling, Pharmacy, Appointment Scheduling, Microsoft Works, Resume Writing, Event Planning
Education
Ashford University 2013 — 2016
Bachelor's degree, Industrial and Organizational Psychology, GPA: 3.58
Walnut Hills High School 2003 — 2009
Extendicare Health Services, Inc. February 2014 - July 2015
Extendicare Health Services, Inc. September 2013 - March 2014
Fidelity Investments September 2011 - September 2013
Fifth Third Bank July 2010 - August 2011
Skills
Customer Service, Financial Transactions, Finance, Administrative Work, Clerical Work, Banking, Retail Banking, Branch Banking, Cash Register, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Clerical, Transactional Banking, Cash-handling, Pharmacy, Appointment Scheduling, Microsoft Works, Resume Writing, Event Planning
Education
Ashford University 2013 — 2016
Bachelor's degree, Industrial and Organizational Psychology, GPA: 3.58
Walnut Hills High School 2003 — 2009
Taylor Esteves-Pearce Taylor Esteves-Pearce's Fidelity Investments Experience April 2011 - July 2011
Job Web Designer/Graphic Artist at Colonial Downs
Industry Online Media
Experience
Colonial Downs March 2014 - Present
Robert Half Technology November 2011 - March 2014
TaGi (De)Signs September 2011 - August 2012
Fidelity Investments April 2011 - July 2011
Lime Brokerage March 2009 - September 2010
GateHouse Media New England February 2007 - March 2009
Watertown TAB & Press February 2007 - March 2009
Aquent 2006 - 2007
Harvard Business School October 2006 - December 2006
The Art Institute of Atlanta 2003 - 2006
Skills
Dreamweaver, CSS, Flash, XHTML, Web Development, Logo Design, Advertising, Photoshop, Front-end, Web Design, HTML, HTML 5, User Interface, Illustrator, Wireframes, Adobe Creative Suite, Web Interface Design, User Interface Design, SEO, Website Development, User Experience, Interaction Design, Multimedia, HTML5
Education
Art Institute of Atlanta 2004 — 2006
BA, Interactive Media Design
The Art Institute of Phoenix 2000 — 2003
BS, IMD
GDA 1996 — 1999
Bachelor of Arts (BA), Interactive Media Design
Libertyville High School
Colonial Downs March 2014 - Present
Robert Half Technology November 2011 - March 2014
TaGi (De)Signs September 2011 - August 2012
Fidelity Investments April 2011 - July 2011
Lime Brokerage March 2009 - September 2010
GateHouse Media New England February 2007 - March 2009
Watertown TAB & Press February 2007 - March 2009
Aquent 2006 - 2007
Harvard Business School October 2006 - December 2006
The Art Institute of Atlanta 2003 - 2006
Skills
Dreamweaver, CSS, Flash, XHTML, Web Development, Logo Design, Advertising, Photoshop, Front-end, Web Design, HTML, HTML 5, User Interface, Illustrator, Wireframes, Adobe Creative Suite, Web Interface Design, User Interface Design, SEO, Website Development, User Experience, Interaction Design, Multimedia, HTML5
Education
Art Institute of Atlanta 2004 — 2006
BA, Interactive Media Design
The Art Institute of Phoenix 2000 — 2003
BS, IMD
GDA 1996 — 1999
Bachelor of Arts (BA), Interactive Media Design
Libertyville High School
Bridgitt Belanger Bridgitt Belanger's Fidelity Investments Experience November 2004 - September 2009
Job Crew Member at Trader Joe's
Industry Veterinary
Experience
Trader Joe's September 2013 - Present
Hendersonville Veterinary Hospital April 2010 - September 2012
Cat Care Clinic September 2009 - April 2010
Fidelity Investments November 2004 - September 2009
Skills
Avimark, ImproMed Infinity, Cornerstone, IDEXX, Microsoft Office, Microsoft Publisher, Oracle HR, Adobe, Customer Service, Operational Planning, Communication Training, Inventory Management, Inventory Analysis, Project Management, Management Consulting, Performance Management, Social Media Marketing, Website Building, Goal Setting, Financial Analysis, Strategic Financial..., Marketing Strategy, Payroll Services, Human Resources, Health Insurance, Escalation Resolution
Education
University of North Carolina at Asheville 2013 — 2016
Interdisciplinary Studies, Digital Anthropology
Asheville-Buncombe Technical Community College 2012 — 2014
Associate of Arts (A.A.)
Nashua Community College 2006 — 2008
Trader Joe's September 2013 - Present
Hendersonville Veterinary Hospital April 2010 - September 2012
Cat Care Clinic September 2009 - April 2010
Fidelity Investments November 2004 - September 2009
Skills
Avimark, ImproMed Infinity, Cornerstone, IDEXX, Microsoft Office, Microsoft Publisher, Oracle HR, Adobe, Customer Service, Operational Planning, Communication Training, Inventory Management, Inventory Analysis, Project Management, Management Consulting, Performance Management, Social Media Marketing, Website Building, Goal Setting, Financial Analysis, Strategic Financial..., Marketing Strategy, Payroll Services, Human Resources, Health Insurance, Escalation Resolution
Education
University of North Carolina at Asheville 2013 — 2016
Interdisciplinary Studies, Digital Anthropology
Asheville-Buncombe Technical Community College 2012 — 2014
Associate of Arts (A.A.)
Nashua Community College 2006 — 2008
Jeanine Garcia, CFP®'s Fidelity Investments Experience January 2015 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Schwab Private Client Investment Advisory, Inc. November 2014 - January 2015
Charles Schwab July 2008 - January 2015
Fidelity Investments 2007 - 2008
J.P. Morgan 2005 - 2007
Talbots 2001 - 2005
American Century Investments 1993 - 2001
Education
Art Institute of Colorado
University of Denver
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments January 2015 - Present
Schwab Private Client Investment Advisory, Inc. November 2014 - January 2015
Charles Schwab July 2008 - January 2015
Fidelity Investments 2007 - 2008
J.P. Morgan 2005 - 2007
Talbots 2001 - 2005
American Century Investments 1993 - 2001
Education
Art Institute of Colorado
University of Denver
Bachelor of Business Administration (BBA), Marketing
Brendan Niedzialkoski's Fidelity Investments Experience January 2008 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
Mercer July 2013 - Present
In transition July 2012 - July 2013
Fidelity Investments January 2008 - June 2012
Fidelity Investments September 2006 - December 2007
Fidelity Investments May 2004 - September 2006
Fidelity Investments April 2001 - April 2004
Allmerica Financial July 1994 - April 2001
Skills
Subject Matter Experts, Process Improvement, Problem Solving, Multitasking Skills, Service Level Agreements, Teamwork
Education
Assumption College 1990 — 1994
Bachelor's degree, Accounting
Mercer July 2013 - Present
In transition July 2012 - July 2013
Fidelity Investments January 2008 - June 2012
Fidelity Investments September 2006 - December 2007
Fidelity Investments May 2004 - September 2006
Fidelity Investments April 2001 - April 2004
Allmerica Financial July 1994 - April 2001
Skills
Subject Matter Experts, Process Improvement, Problem Solving, Multitasking Skills, Service Level Agreements, Teamwork
Education
Assumption College 1990 — 1994
Bachelor's degree, Accounting
Carmella M. Casillo, MBA Carmella M. Casillo, MBA's Fidelity Investments Experience October 2005 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
SunGard Data Systems, Inc. 2003 - 2005
Hanover Insurance January 2000 - October 2002
The Hanover Insurance Group 1998 - 2000
Education
Assumption College 2002 — 2006
MBA, Management
The George Washington University - School of Business 2000 — 2002
2002, Master Certificate Project Management
Assumption College 1993 — 1997
Fidelity Investments October 2005 - Present
SunGard Data Systems, Inc. 2003 - 2005
Hanover Insurance January 2000 - October 2002
The Hanover Insurance Group 1998 - 2000
Education
Assumption College 2002 — 2006
MBA, Management
The George Washington University - School of Business 2000 — 2002
2002, Master Certificate Project Management
Assumption College 1993 — 1997
Joe Spitzig Joe Spitzig's Fidelity Investments Experience 2006 - 2006
Job Adjunct Faculty at DeVry University
Industry Industrial Automation
Experience
DeVry University April 2009 - Present
Self-Employed August 2008 - Present
Interfaces, Inc. May 2011 - March 2012
Various Companies 1984 - 2009
Kodak Versamark 2007 - 2008
Brown Mackie College 2006 - 2007
Fidelity Investments 2006 - 2006
FKI Logistex 1997 - 2001
Makino 1996 - 1997
Stevens International 1995 - 1996
Skills
Documentation, Public Speaking, Microsoft Office, Research, Word, PowerPoint, Problem Solving, Excel, Editing, Writing, Coaching, Instructional Design, Teaching, HTML, Technical Writing, Outlook, Access, Illustrator, Graphic Design, Adobe Creative Suite, Proposal Writing, Staff Development, Software Documentation, System Administration, Community Outreach, Social Networking, Microsoft Word, Microsoft Excel, Nonprofits
Education
Ashford University 2007 — 2008
M. A., Teaching & Learning with Technology
Northern Kentucky University 2003 — 2006
B. S., Industrial Education
Northern Kentucky University 2003 — 2006
B. A., Philosophy
Cincinnati State Technical and Community College 2004 — 2005
Physics
Grand Canyon University
Psychology
University of Cincinnati
University of Maryland College Park 1974 — 1977
Philosophy
DJO Class of '67 1964 — 1967
DeVry University April 2009 - Present
Self-Employed August 2008 - Present
Interfaces, Inc. May 2011 - March 2012
Various Companies 1984 - 2009
Kodak Versamark 2007 - 2008
Brown Mackie College 2006 - 2007
Fidelity Investments 2006 - 2006
FKI Logistex 1997 - 2001
Makino 1996 - 1997
Stevens International 1995 - 1996
Skills
Documentation, Public Speaking, Microsoft Office, Research, Word, PowerPoint, Problem Solving, Excel, Editing, Writing, Coaching, Instructional Design, Teaching, HTML, Technical Writing, Outlook, Access, Illustrator, Graphic Design, Adobe Creative Suite, Proposal Writing, Staff Development, Software Documentation, System Administration, Community Outreach, Social Networking, Microsoft Word, Microsoft Excel, Nonprofits
Education
Ashford University 2007 — 2008
M. A., Teaching & Learning with Technology
Northern Kentucky University 2003 — 2006
B. S., Industrial Education
Northern Kentucky University 2003 — 2006
B. A., Philosophy
Cincinnati State Technical and Community College 2004 — 2005
Physics
Grand Canyon University
Psychology
University of Cincinnati
University of Maryland College Park 1974 — 1977
Philosophy
DJO Class of '67 1964 — 1967
April Cherry April Cherry's Fidelity Investments Experience July 2015 - Present
Job Staffing Administrator at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2015 - Present
Novozymes via Aerotek August 2014 - July 2015
FujiFilm Diosynth Biotechnologies via Corestaff Services December 2013 - August 2014
Fujifilm Diosynth Biotechnologies via Experis Manpower Group March 2012 - December 2013
Sandoz, a Division of the Novartis Group, via Experis Manpower Group December 2011 - February 2012
Novo Nordisk Pharmaceutical Industries, Inc (NNPII) via Accountants Intl June 2011 - December 2011
Cisco Systems May 2010 - May 2011
Nortel Networks January 2008 - July 2009
ZeroChaos May 2007 - January 2008
Kerr Drug January 2005 - May 2007
Skills
SAP, Microsoft Office, Siebel, Livelink, Benefits, Offer Creation, Background Checks, Strategic Sourcing, Interview Preparation, Telephone Interviewing, Exit Interviews, Interview Skills, BrassRing, Applicant Tracking..., Peopleclick, Job Shop, Staffing Coordination, Human Resources, FMLA, Workers Compensation, Contract Recruitment, Employee Benefits, Internet Recruiting, Temporary Placement, Personnel Management, Training, New Hire Orientations, Recruiting, Interviews, Talent Acquisition, Hiring, ADP Payroll, Onboarding, College Recruiting, Job Descriptions, Employee Relations, HRIS, Deferred Compensation, Workforce Planning, Screening Resumes, Open Enrollment, Benefits Administration, Screening, Time Management, Performance Management, HR Policies, Job Fairs, Technical Recruiting, PeopleSoft, Payroll
Education
Wake Technical Community College 2009 — 2009
Certificate, HR 101- For the Up-and-Coming HR Professional
East Bladen High School 1984 — 1988
Diploma, State mandated courses
Ashworth University
Human Resources Management/Personnel Administration, General
Fidelity Investments July 2015 - Present
Novozymes via Aerotek August 2014 - July 2015
FujiFilm Diosynth Biotechnologies via Corestaff Services December 2013 - August 2014
Fujifilm Diosynth Biotechnologies via Experis Manpower Group March 2012 - December 2013
Sandoz, a Division of the Novartis Group, via Experis Manpower Group December 2011 - February 2012
Novo Nordisk Pharmaceutical Industries, Inc (NNPII) via Accountants Intl June 2011 - December 2011
Cisco Systems May 2010 - May 2011
Nortel Networks January 2008 - July 2009
ZeroChaos May 2007 - January 2008
Kerr Drug January 2005 - May 2007
Skills
SAP, Microsoft Office, Siebel, Livelink, Benefits, Offer Creation, Background Checks, Strategic Sourcing, Interview Preparation, Telephone Interviewing, Exit Interviews, Interview Skills, BrassRing, Applicant Tracking..., Peopleclick, Job Shop, Staffing Coordination, Human Resources, FMLA, Workers Compensation, Contract Recruitment, Employee Benefits, Internet Recruiting, Temporary Placement, Personnel Management, Training, New Hire Orientations, Recruiting, Interviews, Talent Acquisition, Hiring, ADP Payroll, Onboarding, College Recruiting, Job Descriptions, Employee Relations, HRIS, Deferred Compensation, Workforce Planning, Screening Resumes, Open Enrollment, Benefits Administration, Screening, Time Management, Performance Management, HR Policies, Job Fairs, Technical Recruiting, PeopleSoft, Payroll
Education
Wake Technical Community College 2009 — 2009
Certificate, HR 101- For the Up-and-Coming HR Professional
East Bladen High School 1984 — 1988
Diploma, State mandated courses
Ashworth University
Human Resources Management/Personnel Administration, General
Robert Lavin's Fidelity Investments Experience June 2005 - August 2006
Job Project Resource Manager at Omgeo LLC (Intepros Consulting)
Industry Financial Services
Experience
Omgeo LLC (Intepros Consulting) November 2010 - Present
Omgeo LLC (IntePros Consulting) March 2010 - November 2010
Omgeo LLC (IntePros Consulting) February 2009 - January 2010
State Street Corp December 2007 - February 2009
Fidelity Investments (Veritude) August 2007 - November 2007
Robert Half International March 2007 - June 2007
ESPN Productions September 2006 - December 2006
Fidelity Investments June 2005 - August 2006
Education
Assumption College 2001 — 2005
Bachelor of Arts, Marketing
Omgeo LLC (Intepros Consulting) November 2010 - Present
Omgeo LLC (IntePros Consulting) March 2010 - November 2010
Omgeo LLC (IntePros Consulting) February 2009 - January 2010
State Street Corp December 2007 - February 2009
Fidelity Investments (Veritude) August 2007 - November 2007
Robert Half International March 2007 - June 2007
ESPN Productions September 2006 - December 2006
Fidelity Investments June 2005 - August 2006
Education
Assumption College 2001 — 2005
Bachelor of Arts, Marketing
Brian Waldrupe's Fidelity Investments Experience June 2006 - August 2011
Job Vice President; Business Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Fidelity Investments June 2006 - August 2011
Skills
SharePoint, Requirements Analysis, SDLC, Analysis, Integration, Financial Services, Business Analysis, Fixed Income, Equities, Program Management, Vendor Management, Requirements Gathering, Portfolio Management
Education
Assumption College 2001 — 2005
Bachelor of Arts cum laude, English with a Concentration in Writing and Mass Communications
Merrill Lynch August 2011 - Present
Fidelity Investments June 2006 - August 2011
Skills
SharePoint, Requirements Analysis, SDLC, Analysis, Integration, Financial Services, Business Analysis, Fixed Income, Equities, Program Management, Vendor Management, Requirements Gathering, Portfolio Management
Education
Assumption College 2001 — 2005
Bachelor of Arts cum laude, English with a Concentration in Writing and Mass Communications
Karen A Carbone Karen A Carbone's Fidelity Investments Experience February 2006 - June 2009
Job Administrative Operations Assistant
Industry Consumer Goods
Experience
U.S. Geological Survey (USGS) May 2014 - Present
Devereux June 2013 - August 2013
H&R Block November 2011 - April 2013
Key Floral Inc. October 2009 - January 2012
Fidelity Investments February 2006 - June 2009
Fidelity Investments June 2003 - February 2006
Fidelity Investments January 2002 - June 2003
Penton February 2001 - December 2001
SPECTRO Analytical Instruments GmbH October 2000 - February 2001
Trans-Tek Inc. July 1981 - May 2000
Skills
Highly Organized, Highly Adaptable, Self Driven, Positive upbeat attitude, Teamwork, Results Focused, Customer Focus, Self Motivated, Able To Work Under..., Dependable, Totally Trustworthy, Mentoring, Visual Merchandising, People-oriented, Organizing, Result Oriented, Team Building, Software Documentation, Customer Service, Databases, Adaptation, Benefits Administration, Insurance, Process Improvement, Self-driven, Time Management, Inventory Management, Training, Vendor Management
Education
Ashworth University 2009 — 2011
Career Diploma, Medical Billing & Coding
Stratford Career Institute 1985 — 1986
Career Diploma, PC Specialist
Springfield Technical Community College 1976 — 1979
Associates, Landscape Architecture & Pre-Medical
U.S. Geological Survey (USGS) May 2014 - Present
Devereux June 2013 - August 2013
H&R Block November 2011 - April 2013
Key Floral Inc. October 2009 - January 2012
Fidelity Investments February 2006 - June 2009
Fidelity Investments June 2003 - February 2006
Fidelity Investments January 2002 - June 2003
Penton February 2001 - December 2001
SPECTRO Analytical Instruments GmbH October 2000 - February 2001
Trans-Tek Inc. July 1981 - May 2000
Skills
Highly Organized, Highly Adaptable, Self Driven, Positive upbeat attitude, Teamwork, Results Focused, Customer Focus, Self Motivated, Able To Work Under..., Dependable, Totally Trustworthy, Mentoring, Visual Merchandising, People-oriented, Organizing, Result Oriented, Team Building, Software Documentation, Customer Service, Databases, Adaptation, Benefits Administration, Insurance, Process Improvement, Self-driven, Time Management, Inventory Management, Training, Vendor Management
Education
Ashworth University 2009 — 2011
Career Diploma, Medical Billing & Coding
Stratford Career Institute 1985 — 1986
Career Diploma, PC Specialist
Springfield Technical Community College 1976 — 1979
Associates, Landscape Architecture & Pre-Medical
James P Hicks James P Hicks's Fidelity Investments Experience November 1996 - January 2005
Job Business Analysis / Developer
Industry Information Technology and Services
Experience
NCS Technologies December 2011 - Present
Small Business Software Solutions February 2009 - Present
Mercer July 2010 - October 2011
Berklee College of Music August 2008 - February 2009
Raytheon August 2007 - April 2008
MassMutual March 2006 - May 2007
TJX April 2005 - November 2005
Fidelity Investments November 1996 - January 2005
First Data Corporation August 1996 - November 1996
National Grid July 1990 - August 1996
Education
Workforce Central Career Center / Productivity Solutions, Inc 2010 — 2010
Six Sigma
Quinsigamond Community College 2006 — 2006
Continuing Education – Programming Courses C+, C# and .Net
Assumption College 1989 — 1991
Major Business Administration
Central New England College 1982 — 1986
Associate CIS, Computer Information Systems
Saint Louis University 1978 — 1980
Major Aerospace Engineering
Holy Name CCHS
NCS Technologies December 2011 - Present
Small Business Software Solutions February 2009 - Present
Mercer July 2010 - October 2011
Berklee College of Music August 2008 - February 2009
Raytheon August 2007 - April 2008
MassMutual March 2006 - May 2007
TJX April 2005 - November 2005
Fidelity Investments November 1996 - January 2005
First Data Corporation August 1996 - November 1996
National Grid July 1990 - August 1996
Education
Workforce Central Career Center / Productivity Solutions, Inc 2010 — 2010
Six Sigma
Quinsigamond Community College 2006 — 2006
Continuing Education – Programming Courses C+, C# and .Net
Assumption College 1989 — 1991
Major Business Administration
Central New England College 1982 — 1986
Associate CIS, Computer Information Systems
Saint Louis University 1978 — 1980
Major Aerospace Engineering
Holy Name CCHS
Natasha Olivia's Fidelity Investments Experience August 1997 - July 1998
Job VP at USBank
Industry Banking
Experience
USBank February 2000 - Present
US Bank 2000 - Present
Clopay Building Products May 1999 - December 1999
Fidelity Investments August 1997 - July 1998
Skills
Credit, Loans, Consumer Lending, Small Business Lending, Lines Of Credit, Mortgage Lending, Analysis, Financial Analysis, Pricing, Banking, Finance, Financial Services, Risk Management, Forecasting, Payments, Analytics, Credit Analysis, Retail Banking, Commercial Lending, Management, Commercial Banking, Credit Cards, Loan Origination, Portfolio Management, Credit Risk
Education
Pacific Coast Banking School 2012 — 2014
Executive Post MBA Bank Management Program
University of Kentucky 1997 — 1999
MBA, Finance
Asbury College 1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
USBank February 2000 - Present
US Bank 2000 - Present
Clopay Building Products May 1999 - December 1999
Fidelity Investments August 1997 - July 1998
Skills
Credit, Loans, Consumer Lending, Small Business Lending, Lines Of Credit, Mortgage Lending, Analysis, Financial Analysis, Pricing, Banking, Finance, Financial Services, Risk Management, Forecasting, Payments, Analytics, Credit Analysis, Retail Banking, Commercial Lending, Management, Commercial Banking, Credit Cards, Loan Origination, Portfolio Management, Credit Risk
Education
Pacific Coast Banking School 2012 — 2014
Executive Post MBA Bank Management Program
University of Kentucky 1997 — 1999
MBA, Finance
Asbury College 1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Bradley D. Junell, FLMI's Fidelity Investments Experience September 1995 - September 2010
Job Sr. Software Engineer at Fidelity Investments
Industry Financial Services
Experience
CoordEgy, Inc May 2006 - Present
Fidelity Investments September 1995 - September 2010
Unum January 1990 - August 1995
Unum 1982 - December 1990
Unum June 1979 - 1982
Skills
VSAM, JCL, COBOL, Excel, Word, PowerPoint, SAS, DB2, SQL, IBM Utilities, CLIST, CICS, Access, DB2/SQL, Fileaid, TSO, Programming, Business Analysis, Insurance, Mainframe, Databases, Software Development, Microsoft Office, Endevor, Operating Systems, MVS, MS Project, Problem Solving, Requirements Analysis, Documentation, Application Development, Unix, Intertest, Syncsort, SDSF, ISPF, JES2, SAS/SQL, SPUFI, QMF, IBM Assembler, OS/390, MVS/ESA, MVS/XA, VM/CMS, Software Documentation, User Acceptance Testing, SDLC, Leadership, Process Improvement
Education
Assumption College 1990 — 1999
BBA, Business Administration - Mgt.
CoordEgy, Inc May 2006 - Present
Fidelity Investments September 1995 - September 2010
Unum January 1990 - August 1995
Unum 1982 - December 1990
Unum June 1979 - 1982
Skills
VSAM, JCL, COBOL, Excel, Word, PowerPoint, SAS, DB2, SQL, IBM Utilities, CLIST, CICS, Access, DB2/SQL, Fileaid, TSO, Programming, Business Analysis, Insurance, Mainframe, Databases, Software Development, Microsoft Office, Endevor, Operating Systems, MVS, MS Project, Problem Solving, Requirements Analysis, Documentation, Application Development, Unix, Intertest, Syncsort, SDSF, ISPF, JES2, SAS/SQL, SPUFI, QMF, IBM Assembler, OS/390, MVS/ESA, MVS/XA, VM/CMS, Software Documentation, User Acceptance Testing, SDLC, Leadership, Process Improvement
Education
Assumption College 1990 — 1999
BBA, Business Administration - Mgt.
Ritishka Vij's Fidelity Investments Experience June 2006 - July 2006
Job Regulatory Controller at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Nomura Securities January 2014 - May 2015
Citco Fund Services November 2010 - January 2014
Kline & Company September 2008 - November 2010
Fidelity Investments June 2006 - July 2006
Skills
Microsoft Excel, Aexeo, Bloomberg, Reuters Eikon, Derivatives, Valuation, Fixed Income, Equities, Analysis, Due Diligence, Management Consulting, Strategy, Finance, Mergers & Acquisitions, Trading, Financial Modeling, Business Strategy, Hedge Funds, Options, Investment Banking, Reuters
Education
Indian Institute of Management, Ahmedabad 2006 — 2007
MBA-Exchange Program and Master Thesis, Strategy
Asian Institute of Technology 2005 — 2006
MBA, International Business
University of Delhi - Lady Sri Ram College 2001 — 2004
BA (Hons), Economics
CFA Institute
CFA - Passed Level 1, Finance
Goldman Sachs June 2015 - Present
Nomura Securities January 2014 - May 2015
Citco Fund Services November 2010 - January 2014
Kline & Company September 2008 - November 2010
Fidelity Investments June 2006 - July 2006
Skills
Microsoft Excel, Aexeo, Bloomberg, Reuters Eikon, Derivatives, Valuation, Fixed Income, Equities, Analysis, Due Diligence, Management Consulting, Strategy, Finance, Mergers & Acquisitions, Trading, Financial Modeling, Business Strategy, Hedge Funds, Options, Investment Banking, Reuters
Education
Indian Institute of Management, Ahmedabad 2006 — 2007
MBA-Exchange Program and Master Thesis, Strategy
Asian Institute of Technology 2005 — 2006
MBA, International Business
University of Delhi - Lady Sri Ram College 2001 — 2004
BA (Hons), Economics
CFA Institute
CFA - Passed Level 1, Finance
Jonathan Wyman's Fidelity Investments Experience January 2008 - September 2009
Job Benefits Service Manager at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt April 2015 - Present
Mercer January 2015 - April 2015
Mercer January 2013 - December 2014
Mercer September 2009 - December 2012
Fidelity Investments January 2008 - September 2009
Fidelity Investments July 2006 - December 2007
Fidelity Investments December 2003 - June 2006
PlanIT Solutions August 2001 - July 2003
Skills
Leadership, Employee Benefits, Management, Benefits Administration, Process Improvement, Performance Management, Employee Relations, Change Management, Business Analysis, Organizational..., HRIS, Business Process..., Analysis, Project Management, Team Building, Coaching, Program Management, Operations Management, Outsourcing, Customer Service, Account Management
Education
Asbury University 1997 — 2001
BA, History
Aon Hewitt April 2015 - Present
Mercer January 2015 - April 2015
Mercer January 2013 - December 2014
Mercer September 2009 - December 2012
Fidelity Investments January 2008 - September 2009
Fidelity Investments July 2006 - December 2007
Fidelity Investments December 2003 - June 2006
PlanIT Solutions August 2001 - July 2003
Skills
Leadership, Employee Benefits, Management, Benefits Administration, Process Improvement, Performance Management, Employee Relations, Change Management, Business Analysis, Organizational..., HRIS, Business Process..., Analysis, Project Management, Team Building, Coaching, Program Management, Operations Management, Outsourcing, Customer Service, Account Management
Education
Asbury University 1997 — 2001
BA, History
Annie Gerrard's Fidelity Investments Experience January 2007 - March 2009
Job HR Content Manager at Philips
Industry Human Resources
Experience
Philips April 2011 - Present
SEPATON January 2011 - April 2011
Pegasystems March 2010 - March 2011
Northeastern University March 2009 - April 2010
Fidelity Investments January 2007 - March 2009
Fidelity Investments January 2005 - January 2007
Fidelity Investments February 2004 - January 2005
Fidelity Investments 2001 - 2004
Skills
Lead Generation, Vendor Management, Webinars, SharePoint, Employee Benefits, Marketo, Financial Services, Payroll, Eloqua, Retirement Benefits
Education
Northeastern University 2008 — 2010
Masters of Science, Corporate and Organizational Communications
Assumption College 1997 — 2001
Bachelor of Arts, English and Education
Philips April 2011 - Present
SEPATON January 2011 - April 2011
Pegasystems March 2010 - March 2011
Northeastern University March 2009 - April 2010
Fidelity Investments January 2007 - March 2009
Fidelity Investments January 2005 - January 2007
Fidelity Investments February 2004 - January 2005
Fidelity Investments 2001 - 2004
Skills
Lead Generation, Vendor Management, Webinars, SharePoint, Employee Benefits, Marketo, Financial Services, Payroll, Eloqua, Retirement Benefits
Education
Northeastern University 2008 — 2010
Masters of Science, Corporate and Organizational Communications
Assumption College 1997 — 2001
Bachelor of Arts, English and Education
J. Daniel Murphy J. Daniel Murphy's Fidelity Investments Experience December 2007 - June 2014
Job Senior Vice President | Private Bank Wealth Advisor at Citizens Private Bank & Trust
Industry Financial Services
Experience
Citizens Bank June 2015 - Present
Bainco International Investors June 2014 - May 2015
Fidelity Investments December 2007 - June 2014
Fidelity Investments - National Financial May 2005 - December 2007
Boston Private Bank & Trust Co. March 2004 - May 2005
Brown Brothers Harriman 2001 - 2004
Skills
Trusts, Estate Planning, Asset Protection, Estate Tax Planning, New Business Development, Product Management, Product Development, Wealth Management, Private Client, Project Management, Public Seminars, Consulting, Legal Review, Web Applications, Mutual Funds, Series 7, Financial Services, Securities, Fixed Income, Retirement, Asset Allocation, 401k, Investment Management, Retirement Planning, Wealth Management..., Investment Advisory, Series 63, Private Clients
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor
Assumption College 1989 — 1993
B.A., Political Science, Law & Economics
Citizens Bank June 2015 - Present
Bainco International Investors June 2014 - May 2015
Fidelity Investments December 2007 - June 2014
Fidelity Investments - National Financial May 2005 - December 2007
Boston Private Bank & Trust Co. March 2004 - May 2005
Brown Brothers Harriman 2001 - 2004
Skills
Trusts, Estate Planning, Asset Protection, Estate Tax Planning, New Business Development, Product Management, Product Development, Wealth Management, Private Client, Project Management, Public Seminars, Consulting, Legal Review, Web Applications, Mutual Funds, Series 7, Financial Services, Securities, Fixed Income, Retirement, Asset Allocation, 401k, Investment Management, Retirement Planning, Wealth Management..., Investment Advisory, Series 63, Private Clients
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor
Assumption College 1989 — 1993
B.A., Political Science, Law & Economics
Ed Hussey's Fidelity Investments Experience April 2005 - Present
Job Vice President / Sr. Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2005 - Present
Fidelity Investments July 2003 - March 2005
Fidelity Investments March 2000 - July 2003
Fidelity Investments May 1997 - March 2000
Education
Assumption College 1984 — 1988
Bachelor of Arts, Managament
Fidelity Investments April 2005 - Present
Fidelity Investments July 2003 - March 2005
Fidelity Investments March 2000 - July 2003
Fidelity Investments May 1997 - March 2000
Education
Assumption College 1984 — 1988
Bachelor of Arts, Managament
Bob Gutjahr Bob Gutjahr's Fidelity Investments Experience September 2007 - October 2010
Job Distributed Systems Capacity Planner at CIGNA
Industry Information Technology and Services
Experience
CIGNA October 2012 - Present
Tata Consultancy Services August 2012 - October 2012
Bank of America February 2011 - August 2012
Fidelity Investments September 2007 - October 2010
IBM June 1978 - September 2007
Skills
Capacity Planning, ITIL, Team Building, International Business, Mainframe, Capacity Management, VMware, Unix, Windows Server, Team Leadership, Teaching, Mentoring, Requirements Gathering, Requirements Analysis, Budget Process, Cost Management, IT Project Leadership, Opportunity..., Proposal Support, Contract Management, IBM Mainframe, Project Management, Vendor Management, Management
Education
Miami University 1976 — 1978
M. S., Mathematics and Physics
Ashland University 1971 — 1975
B. A., Mathematics and Physics
Walnut Hills High School 1968 — 1971
CIGNA October 2012 - Present
Tata Consultancy Services August 2012 - October 2012
Bank of America February 2011 - August 2012
Fidelity Investments September 2007 - October 2010
IBM June 1978 - September 2007
Skills
Capacity Planning, ITIL, Team Building, International Business, Mainframe, Capacity Management, VMware, Unix, Windows Server, Team Leadership, Teaching, Mentoring, Requirements Gathering, Requirements Analysis, Budget Process, Cost Management, IT Project Leadership, Opportunity..., Proposal Support, Contract Management, IBM Mainframe, Project Management, Vendor Management, Management
Education
Miami University 1976 — 1978
M. S., Mathematics and Physics
Ashland University 1971 — 1975
B. A., Mathematics and Physics
Walnut Hills High School 1968 — 1971
Brian Trojan Brian Trojan's Fidelity Investments Experience 1995 - 1996
Job Vice President, Enterprise Risk Management at State Street
Industry Management Consulting
Experience
State Street June 2015 - Present
Navigant Consulting September 2004 - May 2015
Assumption College 2002 - 2004
Deutsche Bank 2001 - 2002
JP Morgan 2000 - 2001
Fidelity Investments 1995 - 1996
Skills
Project Management, Investment Management..., Outsourcing, Analysis, Process Improvement, Six Sigma, Business Process, Financial Analysis, Data Analysis, Financial Modeling, Investments, Management, Operational Oversight, Valuation, Business Analysis, Change Management, Asset Management, Integration, Investment Banking, Equity Research, Trade Compliance, Regulatory Compliance, P&L Modeling, Relationship Management, Operational Risk, Risk Management, Dodd-Frank, Sarbanes-Oxley Act, Anti Money Laundering, Process Control, Access, Accounting, Mergers & Acquisitions, Consulting, Due Diligence, Strategy, Finance
Education
Assumption College 2002 — 2004
MBA, Finance, General, 3.95
University of New Hampshire 1996 — 2000
Bachelor of Science, Business Management, 3.77 Summa Cum Laude
Oyster River High School 1992 — 1996
H.S. Diploma
State Street June 2015 - Present
Navigant Consulting September 2004 - May 2015
Assumption College 2002 - 2004
Deutsche Bank 2001 - 2002
JP Morgan 2000 - 2001
Fidelity Investments 1995 - 1996
Skills
Project Management, Investment Management..., Outsourcing, Analysis, Process Improvement, Six Sigma, Business Process, Financial Analysis, Data Analysis, Financial Modeling, Investments, Management, Operational Oversight, Valuation, Business Analysis, Change Management, Asset Management, Integration, Investment Banking, Equity Research, Trade Compliance, Regulatory Compliance, P&L Modeling, Relationship Management, Operational Risk, Risk Management, Dodd-Frank, Sarbanes-Oxley Act, Anti Money Laundering, Process Control, Access, Accounting, Mergers & Acquisitions, Consulting, Due Diligence, Strategy, Finance
Education
Assumption College 2002 — 2004
MBA, Finance, General, 3.95
University of New Hampshire 1996 — 2000
Bachelor of Science, Business Management, 3.77 Summa Cum Laude
Oyster River High School 1992 — 1996
H.S. Diploma
Chad J. Boulay's Fidelity Investments Experience 2000 - September 2001
Job Director of Property Management at Synergy Investments
Industry Commercial Real Estate
Experience
Synergy Investments January 2015 - Present
Next Level Realty January 2012 - Present
HallKeen Management January 2010 - December 2014
Equity Industrial Partners 2008 - 2010
Tishman Speyer 2006 - 2008
Wellesley Management, Corp 2001 - 2006
W.K. Macnamara Corp 1998 - 2002
Fidelity Investments 2000 - September 2001
Skills
Property Management, Lease Administration, Asset Management, New Business Development, Real Estate, Construction Management, Facilities Operations, Leases, Real Estate Transactions, Real Estate Development, Corporate Real Estate, Commercial Real Estate, Landlord, Facilities Management, Asset Managment, Contract Negotiation, Landlords, Property, Residential Homes, Contract Management, Construction, Sellers, Investment Properties, Budgets, Tenant, Real Property, Disposition, Negotiation, Real Estate Economics, Condos, Apartments, Lease Negotiations, Investments, Brokerage, Yardi, Investors, Dispositions
Education
Assumption College 1995 — 1999
Bachelor of Arts, Social and Rehabilitation Services
Wayland High School 1991 — 1995
Synergy Investments January 2015 - Present
Next Level Realty January 2012 - Present
HallKeen Management January 2010 - December 2014
Equity Industrial Partners 2008 - 2010
Tishman Speyer 2006 - 2008
Wellesley Management, Corp 2001 - 2006
W.K. Macnamara Corp 1998 - 2002
Fidelity Investments 2000 - September 2001
Skills
Property Management, Lease Administration, Asset Management, New Business Development, Real Estate, Construction Management, Facilities Operations, Leases, Real Estate Transactions, Real Estate Development, Corporate Real Estate, Commercial Real Estate, Landlord, Facilities Management, Asset Managment, Contract Negotiation, Landlords, Property, Residential Homes, Contract Management, Construction, Sellers, Investment Properties, Budgets, Tenant, Real Property, Disposition, Negotiation, Real Estate Economics, Condos, Apartments, Lease Negotiations, Investments, Brokerage, Yardi, Investors, Dispositions
Education
Assumption College 1995 — 1999
Bachelor of Arts, Social and Rehabilitation Services
Wayland High School 1991 — 1995
Carly França's Fidelity Investments Experience September 2014 - Present
Job UX Designer at Fidelity Investments Center for Applied Technology
Industry Design
Experience
Fidelity Investments September 2014 - Present
[CREATIV] LLC June 2013 - September 2014
The Real Dill 2011 - 2014
Balihoo June 2012 - June 2013
Balihoo May 2009 - August 2012
Woodriver Cellars November 2008 - October 2009
The Studio Corp February 2008 - September 2008
Skills
Graphic Design, Copywriting, Web Production, Advertising, Social Media, Packaging, Newsletters, Video Editing, Art Direction, Typography, Corporate Identity, InDesign, Web Design, Photoshop, Logo Design, Illustrator, Adobe Creative Suite, Creative Direction, Brand Implementation, Information Graphics, Branding & Identity, Integrated Marketing, Graphics, Illustration, User Interface Design, Web Development, Layout
Education
Art Institute of California San Diego 2006 — 2007
Bachelor of Science, Advertising
Art Institute of Colorado 2003 — 2006
BA, Advertising, Graphic Design
Fidelity Investments September 2014 - Present
[CREATIV] LLC June 2013 - September 2014
The Real Dill 2011 - 2014
Balihoo June 2012 - June 2013
Balihoo May 2009 - August 2012
Woodriver Cellars November 2008 - October 2009
The Studio Corp February 2008 - September 2008
Skills
Graphic Design, Copywriting, Web Production, Advertising, Social Media, Packaging, Newsletters, Video Editing, Art Direction, Typography, Corporate Identity, InDesign, Web Design, Photoshop, Logo Design, Illustrator, Adobe Creative Suite, Creative Direction, Brand Implementation, Information Graphics, Branding & Identity, Integrated Marketing, Graphics, Illustration, User Interface Design, Web Development, Layout
Education
Art Institute of California San Diego 2006 — 2007
Bachelor of Science, Advertising
Art Institute of Colorado 2003 — 2006
BA, Advertising, Graphic Design
Wanda Wilson's Fidelity Investments Experience July 2014 - Present
Job Customer Care Rep at Fidelity Investments
Industry Hospital & Health Care
Experience
Fidelity Investments July 2014 - Present
Comfort Keepers New Mexico September 2011 - February 2013
Skills
Case Managment, Home Care, Social Services, Elder Care, Mental Health, Community Outreach, Nonprofits, Healthcare, Fundraising, Data Entry, Adolescents, Training, Interviews, Conflict Resolution, Case Management, Gerontology
Education
Ashford University 2010 — 2013
Bachelor of Arts (B.A.), Sociology
University of Maryland College Park
Fidelity Investments July 2014 - Present
Comfort Keepers New Mexico September 2011 - February 2013
Skills
Case Managment, Home Care, Social Services, Elder Care, Mental Health, Community Outreach, Nonprofits, Healthcare, Fundraising, Data Entry, Adolescents, Training, Interviews, Conflict Resolution, Case Management, Gerontology
Education
Ashford University 2010 — 2013
Bachelor of Arts (B.A.), Sociology
University of Maryland College Park
Bridget Rosenow's Fidelity Investments Experience July 1987 - April 1998
Job Staff Associate at Goldwasser & Company
Industry Insurance
Experience
Goldwasser & Company July 2015 - Present
Centre Pieces Design March 2012 - Present
Wellesley Financial Group January 2014 - July 2015
State Street Bank October 2010 - March 2012
State Street Bank March 2010 - October 2010
State Street June 2004 - March 2010
MFS Investment Management April 1998 - June 2004
Fidelity Investments July 1987 - April 1998
Skills
Market Data, Vendor Management, Business Analysis, Event Management
Education
Assumption College 1977 — 1981
St. Bernard's Central Catholic High School 1973 — 1977
Goldwasser & Company July 2015 - Present
Centre Pieces Design March 2012 - Present
Wellesley Financial Group January 2014 - July 2015
State Street Bank October 2010 - March 2012
State Street Bank March 2010 - October 2010
State Street June 2004 - March 2010
MFS Investment Management April 1998 - June 2004
Fidelity Investments July 1987 - April 1998
Skills
Market Data, Vendor Management, Business Analysis, Event Management
Education
Assumption College 1977 — 1981
St. Bernard's Central Catholic High School 1973 — 1977
Kathleen Stinnett, MCC Kathleen Stinnett, MCC's Fidelity Investments Experience 2005 - Present
Job Master Coach | Author of The Extraordinary Coach | Keynote Speaker | Positive Psychology Practitioner
Industry Management Consulting
Experience
FutureLaunch January 2000 - Present
Hudson Institute of Santa Barbara 1999 - Present
Zenger Folkman November 2003 - Present
Fidelity Investments 2005 - Present
LeamonGroup 2006 - 2012
Wilson Learning 1993 - 2000
Skills
Executive Coaching, Keynote Speaking, Group Facilitation, Training & Development, Leadership Development, Coaching, Workshop Facilitation, Change Management, Organizational..., Employee Training, Organizational..., Talent Management, Leadership, Executive Development, Management, Strategic Planning, Team Building, 360 Feedback, Employee Engagement, Training, Public Speaking, Facilitators, Performance Management, Strategy, Management Development, Emotional Intelligence, Personal Development, Business Coaching, Culture Change, Career Development, Management Consulting, Succession Planning, Organizational Design, MBTI, Training Delivery, Performance Improvement, Instructional Design, Career Counseling, Career Management, Human Resources, Staff Development, HR Consulting, Organizational Learning, Consulting, Performance Consulting, Presentation Coaching, Needs Analysis, Blended Learning, Personnel Management, CRM
Education
Ashridge Business School 2013 — 2014
Certificate in Coaching Supervision
Hudson Institute of Coaching 1999 — 2000
MCC, Professional Coaching
University of Houston 1990 — 1991
M.S.O.E., Training & Development
University of Houston-Clear Lake 1990 — 1991
University of Colorado Boulder - Leeds School of Business
BS, Business Admin - Marketing
FutureLaunch January 2000 - Present
Hudson Institute of Santa Barbara 1999 - Present
Zenger Folkman November 2003 - Present
Fidelity Investments 2005 - Present
LeamonGroup 2006 - 2012
Wilson Learning 1993 - 2000
Skills
Executive Coaching, Keynote Speaking, Group Facilitation, Training & Development, Leadership Development, Coaching, Workshop Facilitation, Change Management, Organizational..., Employee Training, Organizational..., Talent Management, Leadership, Executive Development, Management, Strategic Planning, Team Building, 360 Feedback, Employee Engagement, Training, Public Speaking, Facilitators, Performance Management, Strategy, Management Development, Emotional Intelligence, Personal Development, Business Coaching, Culture Change, Career Development, Management Consulting, Succession Planning, Organizational Design, MBTI, Training Delivery, Performance Improvement, Instructional Design, Career Counseling, Career Management, Human Resources, Staff Development, HR Consulting, Organizational Learning, Consulting, Performance Consulting, Presentation Coaching, Needs Analysis, Blended Learning, Personnel Management, CRM
Education
Ashridge Business School 2013 — 2014
Certificate in Coaching Supervision
Hudson Institute of Coaching 1999 — 2000
MCC, Professional Coaching
University of Houston 1990 — 1991
M.S.O.E., Training & Development
University of Houston-Clear Lake 1990 — 1991
University of Colorado Boulder - Leeds School of Business
BS, Business Admin - Marketing
Mary Beth Berberich's Fidelity Investments Experience July 2015 - Present
Job Senior Graphic Designer
Industry Graphic Design
Experience
Fidelity Investments July 2015 - Present
MB2 Designs September 2000 - Present
Spectrum Brands June 2011 - June 2015
Fifth Third Bank February 2010 - June 2011
RGI, Inc. September 2008 - February 2010
Intrinzic, Inc. June 2002 - September 2008
MS Marketing Capstone Project - P&G PUR Purifier of Water - Children's Safe Drinking Water Program January 2007 - June 2007
romellidesign,inc. June 2001 - June 2002
Skills
Packaging, Brand Development, Graphic Design, Creative Direction, Art Direction, Advertising, Marketing Strategy, Marketing Communications, Logo Design, Social Media, Marketing, Branding & Identity, Email Marketing, WordPress, Brochures, Online Advertising, Market Research, Newsletters, Teamwork, Photoshop, Print Production, Direct Mail, Direct Marketing, Collateral, Adobe Creative Suite, InDesign, Microsoft Office, QuarkXPress, Design Strategy, Point of Purchase, Pre-press, Trade Shows
Education
University of Cincinnati College of Business 2005 — 2007
MS, Marketing
Art Academy of Cincinnati 2000 — 2002
BFA, Graphic Design, Visual Communications
Southern Illinois University 1996 — 2000
Photography, Graphic Design
Fidelity Investments July 2015 - Present
MB2 Designs September 2000 - Present
Spectrum Brands June 2011 - June 2015
Fifth Third Bank February 2010 - June 2011
RGI, Inc. September 2008 - February 2010
Intrinzic, Inc. June 2002 - September 2008
MS Marketing Capstone Project - P&G PUR Purifier of Water - Children's Safe Drinking Water Program January 2007 - June 2007
romellidesign,inc. June 2001 - June 2002
Skills
Packaging, Brand Development, Graphic Design, Creative Direction, Art Direction, Advertising, Marketing Strategy, Marketing Communications, Logo Design, Social Media, Marketing, Branding & Identity, Email Marketing, WordPress, Brochures, Online Advertising, Market Research, Newsletters, Teamwork, Photoshop, Print Production, Direct Mail, Direct Marketing, Collateral, Adobe Creative Suite, InDesign, Microsoft Office, QuarkXPress, Design Strategy, Point of Purchase, Pre-press, Trade Shows
Education
University of Cincinnati College of Business 2005 — 2007
MS, Marketing
Art Academy of Cincinnati 2000 — 2002
BFA, Graphic Design, Visual Communications
Southern Illinois University 1996 — 2000
Photography, Graphic Design
Steve Benedetto's Fidelity Investments Experience February 2005 - October 2005
Job Professional Drummer, Educator and Entrepreneur ◈ Experienced Financial Analyst ◈ Comedian
Industry Music
Experience
State Street April 2013 - February 2014
State Street March 2012 - April 2013
State Street February 2010 - March 2012
State Street January 2008 - January 2010
Drew Mortgage Associates November 2006 - December 2007
Allied Home Mortgage Capital Corporation July 2006 - October 2006
Morgan Stanley February 2006 - April 2006
Fidelity Investments February 2005 - October 2005
Skills
Team Building, Executive Support, Community Development, Contemporary Music, Social Media Marketing, Music Education, Process Improvement, Account Opening, Small Business, Client Services, Drums, Back Office, Outsourcing, Account Management, Business Analysis, Performance Measurement, Music, Success Oriented, Microsoft Excel, Lead Generation, Sketch Comedy, Stand-up Comedy, Jazz Improvisation, Alternative Rock, Web Services, WiX, Blogging, Music Industry, Music Videos, Rock Music, Customer Service
Education
Assumption College 1996 — 1997
Keene State College 1995 — 1996
State Street April 2013 - February 2014
State Street March 2012 - April 2013
State Street February 2010 - March 2012
State Street January 2008 - January 2010
Drew Mortgage Associates November 2006 - December 2007
Allied Home Mortgage Capital Corporation July 2006 - October 2006
Morgan Stanley February 2006 - April 2006
Fidelity Investments February 2005 - October 2005
Skills
Team Building, Executive Support, Community Development, Contemporary Music, Social Media Marketing, Music Education, Process Improvement, Account Opening, Small Business, Client Services, Drums, Back Office, Outsourcing, Account Management, Business Analysis, Performance Measurement, Music, Success Oriented, Microsoft Excel, Lead Generation, Sketch Comedy, Stand-up Comedy, Jazz Improvisation, Alternative Rock, Web Services, WiX, Blogging, Music Industry, Music Videos, Rock Music, Customer Service
Education
Assumption College 1996 — 1997
Keene State College 1995 — 1996
Douglas D. Snyder's Fidelity Investments Experience January 1999 - June 2002
Job Owner, Sharing Common Ground
Industry Consumer Services
Experience
The Rolling Barista August 2013 - Present
Sharing Common Ground June 2008 - Present
Rockfield United Methodist July 2005 - July 2008
First United Methodist July 2002 - July 2005
Fidelity Investments January 1999 - June 2002
Aventis Pharmaceuticals September 1997 - April 1999
LifePath, Inc April 1993 - August 1997
Berkley Hills Wesleyan Church September 1991 - May 1992
Skills
Pastoral Care, Preaching, Theology, Discipleship, Biblical Studies, Higher Education, Leadership Development, Church Events, Spiritual Direction, Pastoral Counseling, Grief Counseling, Volunteer Management, Public Speaking, Nonprofits, Fundraising, Coaching, Community Outreach
Education
Asbury Theological Seminary
M.Div, Theology
United Wesleyan College
Bachelor of Science
Northampton Area High School
High School Diploma
The Rolling Barista August 2013 - Present
Sharing Common Ground June 2008 - Present
Rockfield United Methodist July 2005 - July 2008
First United Methodist July 2002 - July 2005
Fidelity Investments January 1999 - June 2002
Aventis Pharmaceuticals September 1997 - April 1999
LifePath, Inc April 1993 - August 1997
Berkley Hills Wesleyan Church September 1991 - May 1992
Skills
Pastoral Care, Preaching, Theology, Discipleship, Biblical Studies, Higher Education, Leadership Development, Church Events, Spiritual Direction, Pastoral Counseling, Grief Counseling, Volunteer Management, Public Speaking, Nonprofits, Fundraising, Coaching, Community Outreach
Education
Asbury Theological Seminary
M.Div, Theology
United Wesleyan College
Bachelor of Science
Northampton Area High School
High School Diploma
Adam Wojtkowski, CFP®, EA's Fidelity Investments Experience January 2006 - December 2012
Job Relationship Manager at Beaumont Capital Management
Industry Financial Services
Experience
Beaumont Capital Management (BCM) February 2014 - Present
Citizens Investment Services April 2013 - February 2014
Fidelity Investments January 2006 - December 2012
Mutual of Omaha June 2003 - May 2005
Skills
Retirement Income..., Wealth Management, Insurance Planning, Retirement Planning, Estate Planning, Strategic Financial..., Investment Planning, Wealth Management..., Series 63, Mutual Funds, Retirement, CRM, Series 7, Financial Planners, Asset Allocation, Insurance, Investment Advisory, IRAs, Life Insurance, Fixed Annuities, Asset Managment, Investments, IRS Enrolled Agent, Certified Financial..., Investment Strategies, Income Tax, Tax Preparation, Relationship Management, Financial Planning, Financial Services, Financial Advisory
Education
Suffolk University
Master of Business Administration (MBA), Finance
Assumption College 1999 — 2003
BA, Accounting
Beaumont Capital Management (BCM) February 2014 - Present
Citizens Investment Services April 2013 - February 2014
Fidelity Investments January 2006 - December 2012
Mutual of Omaha June 2003 - May 2005
Skills
Retirement Income..., Wealth Management, Insurance Planning, Retirement Planning, Estate Planning, Strategic Financial..., Investment Planning, Wealth Management..., Series 63, Mutual Funds, Retirement, CRM, Series 7, Financial Planners, Asset Allocation, Insurance, Investment Advisory, IRAs, Life Insurance, Fixed Annuities, Asset Managment, Investments, IRS Enrolled Agent, Certified Financial..., Investment Strategies, Income Tax, Tax Preparation, Relationship Management, Financial Planning, Financial Services, Financial Advisory
Education
Suffolk University
Master of Business Administration (MBA), Finance
Assumption College 1999 — 2003
BA, Accounting
Nick Renda Nick Renda's Fidelity Investments Experience August 2008 - April 2015
Job
Industry Hospitality
Experience
Fidelity Investments August 2008 - April 2015
Worldsource Financial Management January 2005 - August 2008
Worldsource Financial Management January 2002 - December 2004
Skills
Microsoft Excel, Management, Microsoft Word, Microsoft Office, Research, PowerPoint, Training, Sales, Operations Management, Recruiting, Team Building
Education
Aspen University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Fidelity Investments August 2008 - April 2015
Worldsource Financial Management January 2005 - August 2008
Worldsource Financial Management January 2002 - December 2004
Skills
Microsoft Excel, Management, Microsoft Word, Microsoft Office, Research, PowerPoint, Training, Sales, Operations Management, Recruiting, Team Building
Education
Aspen University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Shatema Anderson Shatema Anderson's Fidelity Investments Experience 2011 - 2011
Job Medical Professional
Industry Hospital & Health Care
Experience
Tri-City Medical Center May 2014 - Present
TriCity Medical Center February 2012 - Present
Accountemps February 2012 - July 2012
Social Scientific Systems February 2010 - September 2011
Veritude 2011 - 2011
Fidelity Investments 2011 - 2011
Skills
Medical Billing, Medical Coding, Medical Imaging, Medical Collections, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Data Entry, Health Insurance, Clinical Research, Customer Service, Medical Records, Medical Transcription, EMR, Medical Devices
Education
Kaplan University 2014 — 2016
Master of Science (M.S.), Psychology, 4.0
Ashford University 2008 — 2012
BA, Psychology
Center for Employment Training 1998 — 1999
Certificate, Medical Insurance and Billing
Tri-City Medical Center May 2014 - Present
TriCity Medical Center February 2012 - Present
Accountemps February 2012 - July 2012
Social Scientific Systems February 2010 - September 2011
Veritude 2011 - 2011
Fidelity Investments 2011 - 2011
Skills
Medical Billing, Medical Coding, Medical Imaging, Medical Collections, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Data Entry, Health Insurance, Clinical Research, Customer Service, Medical Records, Medical Transcription, EMR, Medical Devices
Education
Kaplan University 2014 — 2016
Master of Science (M.S.), Psychology, 4.0
Ashford University 2008 — 2012
BA, Psychology
Center for Employment Training 1998 — 1999
Certificate, Medical Insurance and Billing
Christine Leyva, AAMS®'s Fidelity Investments Experience September 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
USAA January 2011 - March 2013
USAA January 2009 - January 2011
Hotel Valencia March 2004 - December 2008
Skills
Mutual Funds, Securities, Wealth Management, Retirement Planning, Series 7, Financial Advisory, Asset Allocation, Finance, Asset Management, Loan Origination, Banking, Loans, Retirement, Series 63, Equities, Credit, Insurance, Investments
Education
Ashford University 2009 — 2014
Finance and Organizational Management, Finance, General and Organizational Management
Fidelity Investments September 2013 - Present
USAA January 2011 - March 2013
USAA January 2009 - January 2011
Hotel Valencia March 2004 - December 2008
Skills
Mutual Funds, Securities, Wealth Management, Retirement Planning, Series 7, Financial Advisory, Asset Allocation, Finance, Asset Management, Loan Origination, Banking, Loans, Retirement, Series 63, Equities, Credit, Insurance, Investments
Education
Ashford University 2009 — 2014
Finance and Organizational Management, Finance, General and Organizational Management
Davina Samuel Davina Samuel's Fidelity Investments Experience July 2008 - Present
Job Business Analyst at Fidelity Investments, Inc.
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Bank of America May 2004 - June 2008
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, Requirements Gathering, Health Insurance, Microsoft Office, PeopleSoft, Process Improvement, Visio, Customer Service, Business Process..., Requirements Analysis, Analysis, Call Centers, Software Documentation, Risk Management
Education
Ashford University 2010 — 2012
Bachelor's degree, Business Administration and Management, General
Central New Mexico Community College
Business Administration and Management, General
Fidelity Investments July 2008 - Present
Bank of America May 2004 - June 2008
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, Requirements Gathering, Health Insurance, Microsoft Office, PeopleSoft, Process Improvement, Visio, Customer Service, Business Process..., Requirements Analysis, Analysis, Call Centers, Software Documentation, Risk Management
Education
Ashford University 2010 — 2012
Bachelor's degree, Business Administration and Management, General
Central New Mexico Community College
Business Administration and Management, General
Jeremiah D. Applin's Fidelity Investments Experience January 2014 - May 2014
Job Accounts Payable: Transaction Sr Processor at Xerox Business Services (UTC Aerospace Systems)
Industry Accounting
Experience
Xerox January 2015 - Present
Montgomery County Emergency Management May 2014 - January 2015
Fidelity Investments January 2014 - May 2014
Wells Fargo June 2013 - November 2013
Skills
Banking, Finance, Strategic Financial..., Customer Service, Microsoft Excel, Accounting, Corporate Finance, Sales, Outlook, Credit, Access, Mutual Funds, Loans, Forecasting, Management, Microsoft Office, Public Speaking, PowerPoint, Teamwork, Team Leadership, Team Building, Analysis, Leadership, Budgets, Microsoft Word
Education
Ashford University 2015 — 2016
Master of Business Administration (M.B.A.), Project Management
Embry-Riddle Aeronautical University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Edison State Community College 2009 — 2011
Assiciates of Arts Degree, Business, Management, Marketing, and Related Support Services
Xerox January 2015 - Present
Montgomery County Emergency Management May 2014 - January 2015
Fidelity Investments January 2014 - May 2014
Wells Fargo June 2013 - November 2013
Skills
Banking, Finance, Strategic Financial..., Customer Service, Microsoft Excel, Accounting, Corporate Finance, Sales, Outlook, Credit, Access, Mutual Funds, Loans, Forecasting, Management, Microsoft Office, Public Speaking, PowerPoint, Teamwork, Team Leadership, Team Building, Analysis, Leadership, Budgets, Microsoft Word
Education
Ashford University 2015 — 2016
Master of Business Administration (M.B.A.), Project Management
Embry-Riddle Aeronautical University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Edison State Community College 2009 — 2011
Assiciates of Arts Degree, Business, Management, Marketing, and Related Support Services
Kate McCarthy, MBA Kate McCarthy, MBA's Fidelity Investments Experience January 1987 - May 1995
Job Financial Advisor at SII Investments
Industry Investment Management
Experience
SII Investments October 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - October 2014
girls scouts of NEO September 2011 - September 2013
Edward Jones January 2000 - July 2005
Fidelity Investments January 1987 - May 1995
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Protection, Financial Services, Banking, Disability Insurance, Financial Goals, Financial Advisory, Asset Managment, 401k, Mutual Funds, Investment Strategies, Long-term Care, Fixed Annuities, Pensions, Saving for Education, Financial Analysis, Investment Advisory, Series 7, Asset Management, Retirement, Wealth Management, Estate Planning, Asset Allocation
Education
Ashland University 2009 — 2013
MBA, Master of Business Administration
Magnificat H.S 1980 — 1984
De Paul University
Bachelor of Arts (B.A.), Financial Planning and Services
St Christophers
The American College
CAP (Chartered Advisor in Phillanthropy)
SII Investments October 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - October 2014
girls scouts of NEO September 2011 - September 2013
Edward Jones January 2000 - July 2005
Fidelity Investments January 1987 - May 1995
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Protection, Financial Services, Banking, Disability Insurance, Financial Goals, Financial Advisory, Asset Managment, 401k, Mutual Funds, Investment Strategies, Long-term Care, Fixed Annuities, Pensions, Saving for Education, Financial Analysis, Investment Advisory, Series 7, Asset Management, Retirement, Wealth Management, Estate Planning, Asset Allocation
Education
Ashland University 2009 — 2013
MBA, Master of Business Administration
Magnificat H.S 1980 — 1984
De Paul University
Bachelor of Arts (B.A.), Financial Planning and Services
St Christophers
The American College
CAP (Chartered Advisor in Phillanthropy)
Philip Torgersen Philip Torgersen's Fidelity Investments Experience July 1995 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1995 - Present
Torgersen Consulting Services, Inc. October 1994 - January 1999
Shareholder Services Group October 1994 - July 1995
Allmerica Financial April 1980 - October 1994
State Mutual April 1980 - October 1994
State Mutual Life Assurance 1980 - 1994
The Hanover Group 1980 - 1994
Home Federal Savings Bank September 1973 - July 1979
First Federal Savings & Loan February 1972 - September 1973
Dole Food Company May 1971 - September 1971
Skills
COBOL, CICS, JCL, Visual Basic, JavaScript, Mainframe, Programming, Easytrieve, Agile Methodologies, ASP, Software Project..., DB2, Requirements Analysis
Education
Computer Processing Institute 1979 — 1980
Certificate, Computer Programming
Middlebury College 1967 — 1971
BA, English Literature
North High School 1964 — 1967
Graduate, Math, History, Science
Assumption College 1965 — 1965
Completed, Spanish I
Forest Grove Junior High 1961 — 1964
graduate
Lee Street School 1955 — 1961
Graduate
Fidelity Investments July 1995 - Present
Torgersen Consulting Services, Inc. October 1994 - January 1999
Shareholder Services Group October 1994 - July 1995
Allmerica Financial April 1980 - October 1994
State Mutual April 1980 - October 1994
State Mutual Life Assurance 1980 - 1994
The Hanover Group 1980 - 1994
Home Federal Savings Bank September 1973 - July 1979
First Federal Savings & Loan February 1972 - September 1973
Dole Food Company May 1971 - September 1971
Skills
COBOL, CICS, JCL, Visual Basic, JavaScript, Mainframe, Programming, Easytrieve, Agile Methodologies, ASP, Software Project..., DB2, Requirements Analysis
Education
Computer Processing Institute 1979 — 1980
Certificate, Computer Programming
Middlebury College 1967 — 1971
BA, English Literature
North High School 1964 — 1967
Graduate, Math, History, Science
Assumption College 1965 — 1965
Completed, Spanish I
Forest Grove Junior High 1961 — 1964
graduate
Lee Street School 1955 — 1961
Graduate
Kathryn Barry's Fidelity Investments Experience 2006 - 2008
Job Sales | Recruitment | Corporate Training
Industry Financial Services
Experience
Linnane Insurance Agency, Inc. September 2010 - Present
Northwestern Mutual Financial Network September 2009 - September 2010
Northwestern Mutual Financial Network February 2009 - August 2009
Northwestern Mutual December 2008 - February 2009
Fidelity Investments 2006 - 2008
Skills
Sales Recruitment, Insurance, Cross Selling, Account Management, Customer Relations, Salesforce.com, ACT, Taleo, AMS360, Recruiting, Customer Service, Sales Management, Cold Calling, Lead Generation, Sales, Management, Leadership
Education
Assumption College 2004 — 2008
BA, Organizational Communications
Our Lady of Nazareth Academy 2000 — 2004
Linnane Insurance Agency, Inc. September 2010 - Present
Northwestern Mutual Financial Network September 2009 - September 2010
Northwestern Mutual Financial Network February 2009 - August 2009
Northwestern Mutual December 2008 - February 2009
Fidelity Investments 2006 - 2008
Skills
Sales Recruitment, Insurance, Cross Selling, Account Management, Customer Relations, Salesforce.com, ACT, Taleo, AMS360, Recruiting, Customer Service, Sales Management, Cold Calling, Lead Generation, Sales, Management, Leadership
Education
Assumption College 2004 — 2008
BA, Organizational Communications
Our Lady of Nazareth Academy 2000 — 2004
Mary Solivan Mary Solivan's Fidelity Investments Experience March 2006 - December 2011
Job Commodity Analyst III at Kronos
Industry Computer Software
Experience
Kronos February 2013 - Present
PAREXEL July 2012 - February 2013
Fidelity Investments March 2006 - December 2011
Globalware Solutions September 2003 - March 2006
Darling Consulting Group February 2002 - April 2003
Intelligent Solutions May 1999 - January 2002
Screenprint Dow April 1997 - May 1999
Eltech Electronics 1995 - 1997
Skills
Time Management, Negotiation, Organizational Skills, Customer Relations, Strategic Sourcing, Procurement, Strategic Thinking, Highly Adaptable, Adaptation, Purchasing, Vendor Management, Customer Service, Contract Management, CRM, Contract Negotiation, RFP, Cross-functional Team..., Process Improvement, Project Management, Sourcing, Analysis, Strategy, Management, Outsourcing, Leadership, Business Analysis, Risk Management, Inventory Management, Sales, Customer Satisfaction, Pricing
Education
Ashford University 2012 — 2016
Bachelor's degree, Psychology with a Minor in Business Adminstration, 3.94 GPA
Merrimack College 1998 — 1999
Purchasing Management Certificate, Purchasing Management Certificate, A
Lawrence High School
Kronos February 2013 - Present
PAREXEL July 2012 - February 2013
Fidelity Investments March 2006 - December 2011
Globalware Solutions September 2003 - March 2006
Darling Consulting Group February 2002 - April 2003
Intelligent Solutions May 1999 - January 2002
Screenprint Dow April 1997 - May 1999
Eltech Electronics 1995 - 1997
Skills
Time Management, Negotiation, Organizational Skills, Customer Relations, Strategic Sourcing, Procurement, Strategic Thinking, Highly Adaptable, Adaptation, Purchasing, Vendor Management, Customer Service, Contract Management, CRM, Contract Negotiation, RFP, Cross-functional Team..., Process Improvement, Project Management, Sourcing, Analysis, Strategy, Management, Outsourcing, Leadership, Business Analysis, Risk Management, Inventory Management, Sales, Customer Satisfaction, Pricing
Education
Ashford University 2012 — 2016
Bachelor's degree, Psychology with a Minor in Business Adminstration, 3.94 GPA
Merrimack College 1998 — 1999
Purchasing Management Certificate, Purchasing Management Certificate, A
Lawrence High School
Bruce Mailberg's Fidelity Investments Experience March 1996 - June 1997
Job Vice President, Vendor Management at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
Gary Stenstrom's Fidelity Investments Experience January 2006 - February 2009
Job Web Developer
Industry Internet
Experience
Innovative FOTO May 2015 - Present
Keurig Green Mountain, Inc. April 2009 - April 2015
Fidelity Investments January 2006 - February 2009
PCConnection May 2005 - January 2006
Fidelity Investments [FMRCo EIMT] January 2002 - May 2005
Fidelity Investments [FMRCo FIT] June 1999 - January 2002
Skills
XML, jQuery, JavaScript, Web Development, Web Applications, CSS, AJAX, ASP.NET, Web Services, Microsoft SQL Server, .NET, HTML, ASP, T-SQL, User Interface Design, Oracle, User Interface, XHTML, JSON, XSLT, Software Design, CMS, DHTML, ADO.NET, Software Documentation, ASP.NET AJAX, AngularJS, HTML 5, CSS3, LESS, AMD (Asynchronous..., C#, Agile Methodologies, Photoshop, Entity Framework, Balsamiq, Visual Studio, User Experience, HTML5
Education
Art Institute of Fort Lauderdale 1989 — 1992
B.S, Interior Design
Innovative FOTO May 2015 - Present
Keurig Green Mountain, Inc. April 2009 - April 2015
Fidelity Investments January 2006 - February 2009
PCConnection May 2005 - January 2006
Fidelity Investments [FMRCo EIMT] January 2002 - May 2005
Fidelity Investments [FMRCo FIT] June 1999 - January 2002
Skills
XML, jQuery, JavaScript, Web Development, Web Applications, CSS, AJAX, ASP.NET, Web Services, Microsoft SQL Server, .NET, HTML, ASP, T-SQL, User Interface Design, Oracle, User Interface, XHTML, JSON, XSLT, Software Design, CMS, DHTML, ADO.NET, Software Documentation, ASP.NET AJAX, AngularJS, HTML 5, CSS3, LESS, AMD (Asynchronous..., C#, Agile Methodologies, Photoshop, Entity Framework, Balsamiq, Visual Studio, User Experience, HTML5
Education
Art Institute of Fort Lauderdale 1989 — 1992
B.S, Interior Design
Rick Cehon's Fidelity Investments Experience January 2014 - Present
Job Principle Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments January 2011 - January 2014
Commerce Insurance June 2008 - January 2011
Clark University 2008 - 2010
Fidelity Investments Life Insurance Co. July 2007 - June 2008
Ascend Consulting January 2007 - May 2007
The Hanover Insurance Group April 2003 - December 2006
Allmerica Financial 1999 - 2003
Allmerica Financial 1998 - 1999
Skills
Project Management, SQL, MS Project, Microsoft Office, Process Design, Microsoft Applications, Visio, Databases, Leadership, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Testing, Analysis, Program Management, Business Process, Team Building, PMO, IT Strategy, Team Leadership, Change Management, Business Intelligence, Oracle, Access, Visual Basic, Business Requirements, Web Development, System Administration, Systems Analysis, Software Documentation, Business Process..., Vendor Management, IT Management, ITIL, Database Design, Microsoft SQL Server, Cross-functional Team..., Management, Software Development, Agile Project Management, Test Planning, Quality Assurance, JavaScript, Integration, Enterprise Software, SharePoint, HTML, Agile Methodologies
Education
Clark University 2004 — 2008
MSIT
Assumption College 2001 — 2003
Bachelor of Arts (B.A.)
Fidelity Investments January 2014 - Present
Fidelity Investments January 2011 - January 2014
Commerce Insurance June 2008 - January 2011
Clark University 2008 - 2010
Fidelity Investments Life Insurance Co. July 2007 - June 2008
Ascend Consulting January 2007 - May 2007
The Hanover Insurance Group April 2003 - December 2006
Allmerica Financial 1999 - 2003
Allmerica Financial 1998 - 1999
Skills
Project Management, SQL, MS Project, Microsoft Office, Process Design, Microsoft Applications, Visio, Databases, Leadership, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Testing, Analysis, Program Management, Business Process, Team Building, PMO, IT Strategy, Team Leadership, Change Management, Business Intelligence, Oracle, Access, Visual Basic, Business Requirements, Web Development, System Administration, Systems Analysis, Software Documentation, Business Process..., Vendor Management, IT Management, ITIL, Database Design, Microsoft SQL Server, Cross-functional Team..., Management, Software Development, Agile Project Management, Test Planning, Quality Assurance, JavaScript, Integration, Enterprise Software, SharePoint, HTML, Agile Methodologies
Education
Clark University 2004 — 2008
MSIT
Assumption College 2001 — 2003
Bachelor of Arts (B.A.)
Todd Kachadoorian's Fidelity Investments Experience March 2008 - December 2009
Job Associate Director, IT Client Solutions at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial October 2013 - Present
ViryaNet is now part of Verisae June 2012 - October 2013
Axeda June 2011 - June 2012
Silverlink October 2009 - June 2011
Fidelity Investments March 2008 - December 2009
Fidelity Investments October 2005 - March 2008
Fidelity Investments April 2005 - March 2008
Fidelity Investments October 2000 - April 2005
Disability Management Services, Inc. 1995 - 2000
Skills
Program Management, Change Management, Business Process..., Strategic Planning, Offshoring, Outsourcing, Information Technology, Vendor Management, Business Analysis, SDLC, Process Improvement, Software Project..., Requirements Gathering, PMP, Requirements Analysis, Agile Methodologies, Visio, SaaS, PMO, Project Management, SharePoint, Crystal Reports, OpenAir, Six Sigma, Risk Management, Enablement, Quick Arrow, Salesforce.com, Project Manager..., Integration Projects, Negotiation, Diplomacy, Middleware, Application..., SQL, Healthcare, Coordination of Benefits, Healthcare Analytics, Healthcare Industry, Financial Services, Defined Benefit, Implementation..., Implementation..., Insurance, Disability Insurance, Healthcare Information..., Project Coaching, Manage Client..., Estimating, Compliance
Education
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), History and Philosophy of Science and Technology
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Sun Life Financial October 2013 - Present
ViryaNet is now part of Verisae June 2012 - October 2013
Axeda June 2011 - June 2012
Silverlink October 2009 - June 2011
Fidelity Investments March 2008 - December 2009
Fidelity Investments October 2005 - March 2008
Fidelity Investments April 2005 - March 2008
Fidelity Investments October 2000 - April 2005
Disability Management Services, Inc. 1995 - 2000
Skills
Program Management, Change Management, Business Process..., Strategic Planning, Offshoring, Outsourcing, Information Technology, Vendor Management, Business Analysis, SDLC, Process Improvement, Software Project..., Requirements Gathering, PMP, Requirements Analysis, Agile Methodologies, Visio, SaaS, PMO, Project Management, SharePoint, Crystal Reports, OpenAir, Six Sigma, Risk Management, Enablement, Quick Arrow, Salesforce.com, Project Manager..., Integration Projects, Negotiation, Diplomacy, Middleware, Application..., SQL, Healthcare, Coordination of Benefits, Healthcare Analytics, Healthcare Industry, Financial Services, Defined Benefit, Implementation..., Implementation..., Insurance, Disability Insurance, Healthcare Information..., Project Coaching, Manage Client..., Estimating, Compliance
Education
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), History and Philosophy of Science and Technology
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Rosanna Harty's Fidelity Investments Experience September 2006 - March 2010
Job Business Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2012 - Present
Affiliated Computer Services April 2010 - June 2012
Fidelity Investments September 2006 - March 2010
Fidelity Investments September 2004 - September 2006
Fidelity Investments November 1998 - January 2004
TJX November 1995 - November 1998
TJX August 1994 - October 1995
Deloitte Consulting June 1992 - July 1994
Skills
Mutual Funds, Financial Services, Finance, Strategic Planning, Business, Communications Planning, Integrated Marketing, Analytics, Management, Business Analysis, Analysis, Forecasting, Strategic Financial..., Budgets, Performance Management, Relationship Management, Insurance, Outsourcing, Marketing, Accounting, Financial Planning, Process Improvement, Leadership
Education
Assumption College 1999 — 2002
Master’s Degree, Business Administration and Management, General
TIAA-CREF June 2012 - Present
Affiliated Computer Services April 2010 - June 2012
Fidelity Investments September 2006 - March 2010
Fidelity Investments September 2004 - September 2006
Fidelity Investments November 1998 - January 2004
TJX November 1995 - November 1998
TJX August 1994 - October 1995
Deloitte Consulting June 1992 - July 1994
Skills
Mutual Funds, Financial Services, Finance, Strategic Planning, Business, Communications Planning, Integrated Marketing, Analytics, Management, Business Analysis, Analysis, Forecasting, Strategic Financial..., Budgets, Performance Management, Relationship Management, Insurance, Outsourcing, Marketing, Accounting, Financial Planning, Process Improvement, Leadership
Education
Assumption College 1999 — 2002
Master’s Degree, Business Administration and Management, General
Bill. Rothschild's Fidelity Investments Experience 1998 - Present
Job senior vice president at fidelity investments
Industry Financial Services
Experience
fidelity investments 1998 - Present
Skills
Series 7, Mutual Funds, Series 63, Investments, Financial Services, Portfolio Management, Equities, Wealth Management, Securities, Fixed Income, Asset Management, Asset Allocation, Retirement Planning, Alternative Investments, Risk Management
Education
Assumption College 1989 — 1992
fidelity investments 1998 - Present
Skills
Series 7, Mutual Funds, Series 63, Investments, Financial Services, Portfolio Management, Equities, Wealth Management, Securities, Fixed Income, Asset Management, Asset Allocation, Retirement Planning, Alternative Investments, Risk Management
Education
Assumption College 1989 — 1992
Christine (Carter) Katsel's Fidelity Investments Experience January 2014 - Present
Job Vice President, Client Consulting and Deployment at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments October 2008 - Present
Fidelity Investments June 2005 - September 2008
CIGNA Healthcare November 2003 - May 2005
Skills
Business Analysis, Outsourcing, Program Management, Financial Services, Relationship Management, Service Delivery, Process Improvement, Management, Employee Benefits, Vendor Management
Education
Assumption College 1993 — 1997
Fidelity Investments January 2014 - Present
Fidelity Investments October 2008 - Present
Fidelity Investments June 2005 - September 2008
CIGNA Healthcare November 2003 - May 2005
Skills
Business Analysis, Outsourcing, Program Management, Financial Services, Relationship Management, Service Delivery, Process Improvement, Management, Employee Benefits, Vendor Management
Education
Assumption College 1993 — 1997
Christopher P. Barry's Fidelity Investments Experience July 1999 - December 2008
Job Lean Six Sigma Sr. Program Manager at EMC
Industry Information Technology and Services
Experience
EMC November 2013 - Present
EMC June 2010 - Present
Fallon Clinic Health Plan December 2009 - April 2010
Fidelity Investments July 1999 - December 2008
PictureTel 1997 - 1999
Catapult 1993 - 1997
Software Instruction 1991 - 1993
Timberlane Regional High School 1990 - 1991
Hesser College 1989 - 1990
McBar Associates Inc. 1985 - 1989
Skills
Certified ITIL V3, Certified ITIL..., Experienced Educator..., Lean Six Sigma Green..., Software Development, Project Management, ITIL, Technical Writing, Lean Six Sigma Black..., Integration, Requirements Analysis, Databases, Vendor Management, Testing, Six Sigma, Process Improvement, Training, MS Project, Agile Methodologies, Problem Management, Management
Education
Assumption College 1982 — 1984
Bachelor of Arts, Business Management
Rivier College
Masters Degree, Secondary Education
Wentworth Institute of Technology
Certificate, Computer Electronics
EMC November 2013 - Present
EMC June 2010 - Present
Fallon Clinic Health Plan December 2009 - April 2010
Fidelity Investments July 1999 - December 2008
PictureTel 1997 - 1999
Catapult 1993 - 1997
Software Instruction 1991 - 1993
Timberlane Regional High School 1990 - 1991
Hesser College 1989 - 1990
McBar Associates Inc. 1985 - 1989
Skills
Certified ITIL V3, Certified ITIL..., Experienced Educator..., Lean Six Sigma Green..., Software Development, Project Management, ITIL, Technical Writing, Lean Six Sigma Black..., Integration, Requirements Analysis, Databases, Vendor Management, Testing, Six Sigma, Process Improvement, Training, MS Project, Agile Methodologies, Problem Management, Management
Education
Assumption College 1982 — 1984
Bachelor of Arts, Business Management
Rivier College
Masters Degree, Secondary Education
Wentworth Institute of Technology
Certificate, Computer Electronics
Tony Racioppi's Fidelity Investments Experience April 1999 - June 2000
Job Project Manager at Harvard Business School
Industry Media Production
Experience
Harvard Business School March 2008 - Present
Media 360 Web.com August 1989 - March 2012
Erland Construction Company July 2005 - April 2008
Kirkland Construction Company Inc. January 2000 - July 2005
Davox Corporation June 2000 - December 2000
Fidelity Investments April 1999 - June 2000
Harvard Business School August 1994 - April 1999
Skills
Program Management, Project Management, Management, Budgets, Project Planning, Strategic Planning, Contract Management, Construction, Contract Negotiation, Engineering, Microsoft Office, Business Analysis, Negotiation, Customer Service, Product Management, New Business Development, Business Strategy, Operations Management, Analysis, Process Engineering, Team Building, Submittals, Process Scheduler, Business Development, MS Project, Value Engineering, Project Estimation, Construction Management, Change Orders, Cost Management
Education
Emerson College 1991 — 1994
Bachelors Degree, Mass Communication-Television Broadcasting
Art Institute of Fort Lauderdale 1989 — 1990
Associate Degree, Television Production
Harvard Business School March 2008 - Present
Media 360 Web.com August 1989 - March 2012
Erland Construction Company July 2005 - April 2008
Kirkland Construction Company Inc. January 2000 - July 2005
Davox Corporation June 2000 - December 2000
Fidelity Investments April 1999 - June 2000
Harvard Business School August 1994 - April 1999
Skills
Program Management, Project Management, Management, Budgets, Project Planning, Strategic Planning, Contract Management, Construction, Contract Negotiation, Engineering, Microsoft Office, Business Analysis, Negotiation, Customer Service, Product Management, New Business Development, Business Strategy, Operations Management, Analysis, Process Engineering, Team Building, Submittals, Process Scheduler, Business Development, MS Project, Value Engineering, Project Estimation, Construction Management, Change Orders, Cost Management
Education
Emerson College 1991 — 1994
Bachelors Degree, Mass Communication-Television Broadcasting
Art Institute of Fort Lauderdale 1989 — 1990
Associate Degree, Television Production
Sharat Ramachandra's Fidelity Investments Experience August 2006 - December 2007
Job Associate Director, Project Management at Merkle
Industry Marketing and Advertising
Experience
Merkle October 2014 - Present
Merkle February 2013 - September 2014
Merkle February 2012 - February 2013
Merkle July 2008 - January 2012
Quaero January 2008 - June 2008
Fidelity Investments August 2006 - December 2007
Target Financial Services September 2004 - August 2006
Skills
Project Management, Software Project..., Business Analysis, Business Intelligence, CRM, Analytics, Data Warehousing, SDLC, Database Marketing, Databases, Requirements Gathering, Requirements Analysis, Business Requirements, Segmentation, Integration, Data Modeling, Vendor Management, SQL, Informatica, Product Management, Multi-channel Marketing, Data Analysis, Web Analytics, Management, Consulting, Strategy, Program Management, Marketing, Digital Marketing, Email Marketing, Marketing Strategy, Cross-functional Team..., Direct Marketing
Education
Asian Institute of Technology 2002 — 2003
Master of Business Administration (MBA), International Business
Management Development Institute 2001 — 2003
Master of Business Administration (MBA), Marketing and Information Systems
Birla Institute of Technology and Science, Pilani 1997 — 2001
B.E (Hons.), Engineering
Merkle October 2014 - Present
Merkle February 2013 - September 2014
Merkle February 2012 - February 2013
Merkle July 2008 - January 2012
Quaero January 2008 - June 2008
Fidelity Investments August 2006 - December 2007
Target Financial Services September 2004 - August 2006
Skills
Project Management, Software Project..., Business Analysis, Business Intelligence, CRM, Analytics, Data Warehousing, SDLC, Database Marketing, Databases, Requirements Gathering, Requirements Analysis, Business Requirements, Segmentation, Integration, Data Modeling, Vendor Management, SQL, Informatica, Product Management, Multi-channel Marketing, Data Analysis, Web Analytics, Management, Consulting, Strategy, Program Management, Marketing, Digital Marketing, Email Marketing, Marketing Strategy, Cross-functional Team..., Direct Marketing
Education
Asian Institute of Technology 2002 — 2003
Master of Business Administration (MBA), International Business
Management Development Institute 2001 — 2003
Master of Business Administration (MBA), Marketing and Information Systems
Birla Institute of Technology and Science, Pilani 1997 — 2001
B.E (Hons.), Engineering
Rosemary Van Dorpe's Fidelity Investments Experience July 2007 - 2008
Job Consultant, Technical Delivery Manager through ZeroChaos at The TJX Companies, Inc.
Industry Financial Services
Experience
The TJX Companies, Inc. April 2013 - Present
The Hanover Insurance Group December 2009 - April 2013
Dextrys April 2009 - January 2010
Fidelity Investments July 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments July 2002 - July 2005
Fidelity Investments September 2001 - July 2002
Fidelity Investments January 1996 - September 2001
Fidelity Investments September 1994 - January 1996
Avery Dennison January 1993 - September 1994
Skills
Process Improvement, Program Management, Human Resources, Project Management, SDLC, Data Analysis, Software Documentation, Business Analysis, Requirements Analysis, Management, Requirements Gathering, Analysis, Databases, Vendor Management, Software Project..., Business Requirements, Change Management, System Administration, Product Management, Team Building, PMP, Outsourcing, Business Process..., Financial Services, Employee Benefits, Software Development, Visio, Strategy
Education
Assumption College 1980 — 1984
BA, Politics
The TJX Companies, Inc. April 2013 - Present
The Hanover Insurance Group December 2009 - April 2013
Dextrys April 2009 - January 2010
Fidelity Investments July 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments July 2002 - July 2005
Fidelity Investments September 2001 - July 2002
Fidelity Investments January 1996 - September 2001
Fidelity Investments September 1994 - January 1996
Avery Dennison January 1993 - September 1994
Skills
Process Improvement, Program Management, Human Resources, Project Management, SDLC, Data Analysis, Software Documentation, Business Analysis, Requirements Analysis, Management, Requirements Gathering, Analysis, Databases, Vendor Management, Software Project..., Business Requirements, Change Management, System Administration, Product Management, Team Building, PMP, Outsourcing, Business Process..., Financial Services, Employee Benefits, Software Development, Visio, Strategy
Education
Assumption College 1980 — 1984
BA, Politics
Andrea Cunningham's Fidelity Investments Experience August 2006 - December 2007
Job Client Services Manager, Health & Benefits at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer April 2015 - Present
Mercer January 2012 - March 2015
Mercer June 2008 - December 2011
Fidelity Investments August 2006 - December 2007
Skills
Employee Benefits, Benefits Administration, Open Enrollment, COBRA, Process Improvement, Microsoft Excel, SQL, Health Insurance, Outsourcing, Project Management, PowerPoint, Microsoft Office, Microsoft Word, Outlook, MS Project, Call Centers, Data Analysis, Team Leadership
Education
Assumption College 2002 — 2006
Bachelor's degree, Psychology
Mercer April 2015 - Present
Mercer January 2012 - March 2015
Mercer June 2008 - December 2011
Fidelity Investments August 2006 - December 2007
Skills
Employee Benefits, Benefits Administration, Open Enrollment, COBRA, Process Improvement, Microsoft Excel, SQL, Health Insurance, Outsourcing, Project Management, PowerPoint, Microsoft Office, Microsoft Word, Outlook, MS Project, Call Centers, Data Analysis, Team Leadership
Education
Assumption College 2002 — 2006
Bachelor's degree, Psychology
Veluppillai Sengo's Fidelity Investments Experience June 2008 - Present
Job Director Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Fidelity Investments December 1998 - June 2008
Kent Ridge Digital Labs September 1996 - October 1998
Informatics Holdings Ltd January 1995 - August 1996
Kingslake 1992 - 1993
Skills
C++, Java, KDB+, Algorithms, Market Data, Unix, Risk Management, Trading, Capital Markets, Distributed Systems, Perl, C#, Market Risk, Credit Risk, System Architecture
Education
Asian Institute of Technology 1993 — 1995
MEng, Computer Science
University of Peradeniya 1985 — 1991
BEng, Electrical and Electronics Engineering
Fidelity Investments June 2008 - Present
Fidelity Investments December 1998 - June 2008
Kent Ridge Digital Labs September 1996 - October 1998
Informatics Holdings Ltd January 1995 - August 1996
Kingslake 1992 - 1993
Skills
C++, Java, KDB+, Algorithms, Market Data, Unix, Risk Management, Trading, Capital Markets, Distributed Systems, Perl, C#, Market Risk, Credit Risk, System Architecture
Education
Asian Institute of Technology 1993 — 1995
MEng, Computer Science
University of Peradeniya 1985 — 1991
BEng, Electrical and Electronics Engineering
Anthony Durkan's Fidelity Investments Experience January 2003 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Baseball Skills Academy January 2010 - Present
Fidelity Investments January 2003 - Present
Putnam Investments September 2010 - September 2011
Nichols College January 2007 - January 2011
Sentinel Benefits & Financial Group August 2009 - September 2010
Bancnorth Investment Group February 2008 - June 2009
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
Education
Assumption College 1990 — 1993
BA, Economics
Shelton State Community College 1989 — 1990
Baseball Skills Academy January 2010 - Present
Fidelity Investments January 2003 - Present
Putnam Investments September 2010 - September 2011
Nichols College January 2007 - January 2011
Sentinel Benefits & Financial Group August 2009 - September 2010
Bancnorth Investment Group February 2008 - June 2009
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
Education
Assumption College 1990 — 1993
BA, Economics
Shelton State Community College 1989 — 1990
Jeffrey Smith, CFA's Fidelity Investments Experience August 1999 - February 2005
Job Chief Investment Officer at Peak Financial Management, Inc.
Industry Financial Services
Experience
Peak Financial Management, Inc. August 2014 - Present
Wellesley Investment Partners December 2009 - August 2014
Beaumont Financial Partners February 2005 - December 2009
Fidelity Investments August 1999 - February 2005
Skills
Equity Research, Earnings Modeling, Equity Valuation..., Equity Valuation, Valuation, Equities, Quantitative Research &..., Fixed Income Valuation..., Investment Management, Investment Strategy, Investments, Portfolio Analysis, Portfolio Construction, Mutual Funds, Finance, Asset Allocation, Fixed Income, Series 63, Alternative Investments, Bloomberg, Multi-Class Asset..., Cross-functional Team..., Institutional/Retail..., Business Development, Marketing, Client Service..., Trade Coordination &..., Investor Communications, Investor Reporting, Risk Analytics, Capital IQ, MarketAxess, Baseline, Value Line, Morningstar, Advent, Black Diamond, Portfolio Management, Investment Strategies, Asset Management
Education
Boston University - School of Management 2006 — 2008
Master's Degree, Investment Management
Assumption College 1995 — 1999
Bachelor's Degree, English
Peak Financial Management, Inc. August 2014 - Present
Wellesley Investment Partners December 2009 - August 2014
Beaumont Financial Partners February 2005 - December 2009
Fidelity Investments August 1999 - February 2005
Skills
Equity Research, Earnings Modeling, Equity Valuation..., Equity Valuation, Valuation, Equities, Quantitative Research &..., Fixed Income Valuation..., Investment Management, Investment Strategy, Investments, Portfolio Analysis, Portfolio Construction, Mutual Funds, Finance, Asset Allocation, Fixed Income, Series 63, Alternative Investments, Bloomberg, Multi-Class Asset..., Cross-functional Team..., Institutional/Retail..., Business Development, Marketing, Client Service..., Trade Coordination &..., Investor Communications, Investor Reporting, Risk Analytics, Capital IQ, MarketAxess, Baseline, Value Line, Morningstar, Advent, Black Diamond, Portfolio Management, Investment Strategies, Asset Management
Education
Boston University - School of Management 2006 — 2008
Master's Degree, Investment Management
Assumption College 1995 — 1999
Bachelor's Degree, English
Bill Borowski's Fidelity Investments Experience 2004 - 2008
Job SVP Bank of America Consumer Deposits
Industry Financial Services
Experience
Bank of America January 2011 - Present
Merrill Lynch January 2008 - January 2011
Fidelity Investments 2004 - 2008
Skills
Alternative Investments, Series 63, Wealth Management, Mutual Funds, Retirement, Series 7, Investments, Financial Modeling, Banking, Investment Banking, ETFs
Education
Nichols College
Master of Business Administration (M.B.A.)
Assumption College 1992 — 1995
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Bank of America January 2011 - Present
Merrill Lynch January 2008 - January 2011
Fidelity Investments 2004 - 2008
Skills
Alternative Investments, Series 63, Wealth Management, Mutual Funds, Retirement, Series 7, Investments, Financial Modeling, Banking, Investment Banking, ETFs
Education
Nichols College
Master of Business Administration (M.B.A.)
Assumption College 1992 — 1995
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Christopher Melia's Fidelity Investments Experience May 2011 - Present
Job Vice President Software Engineering Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments January 2010 - April 2011
Fidelity Investments May 2009 - December 2009
Fidelity Investments February 2005 - April 2009
Fidelity Investments December 2000 - January 2005
RagingBull.com / Altavista.com / CMGi March 2000 - November 2000
Fidelity Investments August 1999 - February 2000
Fidelity Investments August 1998 - July 1999
First Data Investor Services Group August 1996 - July 1998
Skills
Portfolio Management, Leadership, Enterprise Architecture, Agile Methodologies, Vendor Management, SDLC
Education
Southern New Hampshire University
MS/MBA, Management
Southern New Hampshire University
MS, Information Technology
Assumption College 1992 — 1996
BA
Fidelity Investments May 2011 - Present
Fidelity Investments January 2010 - April 2011
Fidelity Investments May 2009 - December 2009
Fidelity Investments February 2005 - April 2009
Fidelity Investments December 2000 - January 2005
RagingBull.com / Altavista.com / CMGi March 2000 - November 2000
Fidelity Investments August 1999 - February 2000
Fidelity Investments August 1998 - July 1999
First Data Investor Services Group August 1996 - July 1998
Skills
Portfolio Management, Leadership, Enterprise Architecture, Agile Methodologies, Vendor Management, SDLC
Education
Southern New Hampshire University
MS/MBA, Management
Southern New Hampshire University
MS, Information Technology
Assumption College 1992 — 1996
BA
Bartosz Jusinski , CFP®'s Fidelity Investments Experience July 2015 - Present
Job Regional Planning Consultant and Financial Planner
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Investment Firm April 2007 - Present
Wells Fargo Bank March 2005 - April 2007
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Ashford University 2008 — 2009
Business Management
University of California, Davis 2002 — 2005
Economics
Fidelity Investments July 2015 - Present
Investment Firm April 2007 - Present
Wells Fargo Bank March 2005 - April 2007
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Ashford University 2008 — 2009
Business Management
University of California, Davis 2002 — 2005
Economics
Saima Dost (PMP)'s Fidelity Investments Experience January 2013 - December 2014
Job Program / Project Management
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - December 2014
Fidelity Investments August 2011 - December 2012
Ajilon Consulting December 2008 - March 2011
South West Airlines December 2008 - March 2011
Alliance Data 2007 - 2007
FedEx 2007 - 2007
Fisrt American Title 2006 - 2006
Epsilon 2005 - 2006
Verizon 2003 - 2003
Siemens 2000 - 2001
Skills
Business Analysis, Requirements Analysis, Agile Methodologies, Project Management, Program Management, SDLC, Business Intelligence, Software Project..., Vendor Management, SQL, Team Leadership, Software Development, IT Strategy, Visio, ITIL, Requirements Gathering, Enterprise Architecture, PMP, Integration
Education
Helsingin kauppakorkeakoulu 1999 — 2000
Master of Business Administration (MBA)
Asian Institute of Technology 1998 — 2000
MBA, International Business
Quaid-e-Azam University, Islamabad 1994 — 1996
MSc, Economics
Fidelity Investments January 2013 - December 2014
Fidelity Investments August 2011 - December 2012
Ajilon Consulting December 2008 - March 2011
South West Airlines December 2008 - March 2011
Alliance Data 2007 - 2007
FedEx 2007 - 2007
Fisrt American Title 2006 - 2006
Epsilon 2005 - 2006
Verizon 2003 - 2003
Siemens 2000 - 2001
Skills
Business Analysis, Requirements Analysis, Agile Methodologies, Project Management, Program Management, SDLC, Business Intelligence, Software Project..., Vendor Management, SQL, Team Leadership, Software Development, IT Strategy, Visio, ITIL, Requirements Gathering, Enterprise Architecture, PMP, Integration
Education
Helsingin kauppakorkeakoulu 1999 — 2000
Master of Business Administration (MBA)
Asian Institute of Technology 1998 — 2000
MBA, International Business
Quaid-e-Azam University, Islamabad 1994 — 1996
MSc, Economics
Brian Kapopoulos's Fidelity Investments Experience June 2000 - August 2000
Job Sr. Application Developer at Digital Federal Credit Union
Industry Computer Software
Experience
Digital Federal Credit Union March 2006 - Present
Kewill Solutions North America June 2004 - March 2006
Kewill Solutions North America June 2003 - June 2004
Raytheon June 2001 - August 2002
Assumption College August 1998 - May 2001
Fidelity Investments June 2000 - August 2000
Fidelity Investments June 1999 - August 1999
Skills
SQL, .NET, HTML, C#, IIS, JavaScript, CSS, DB2, MySQL, Software Development, Application Development, System Architecture, SQL Server, Visual Studio, Web Services, Microsoft SQL Server, Web Applications, Unix, Perl, Testing, AJAX, Integration, Agile Methodologies
Education
Assumption College 1997 — 2001
BA, Computer Science, Mathematics
Digital Federal Credit Union March 2006 - Present
Kewill Solutions North America June 2004 - March 2006
Kewill Solutions North America June 2003 - June 2004
Raytheon June 2001 - August 2002
Assumption College August 1998 - May 2001
Fidelity Investments June 2000 - August 2000
Fidelity Investments June 1999 - August 1999
Skills
SQL, .NET, HTML, C#, IIS, JavaScript, CSS, DB2, MySQL, Software Development, Application Development, System Architecture, SQL Server, Visual Studio, Web Services, Microsoft SQL Server, Web Applications, Unix, Perl, Testing, AJAX, Integration, Agile Methodologies
Education
Assumption College 1997 — 2001
BA, Computer Science, Mathematics
Jeff Wendling's Fidelity Investments Experience March 2001 - Present
Job Principal Software Engineer / Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2001 - Present
Watson Wyatt Worldwide July 1997 - March 2001
Education
Ashland University 1990 — 1994
Bachelor, Mathematics / Computer Science
Fidelity Investments March 2001 - Present
Watson Wyatt Worldwide July 1997 - March 2001
Education
Ashland University 1990 — 1994
Bachelor, Mathematics / Computer Science
Chuck Andrukonis's Fidelity Investments Experience
Job Sr. Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Mutual Funds, Financial Services, 401k, Retirement, Vendor Management, Asset Allocation, Investments, Process Improvement, Insurance, Risk Management, Relationship Management, Portfolio Management
Education
Assumption College 1975 — 1979
BA, Math, Computer Science
Fidelity Investments
Skills
Mutual Funds, Financial Services, 401k, Retirement, Vendor Management, Asset Allocation, Investments, Process Improvement, Insurance, Risk Management, Relationship Management, Portfolio Management
Education
Assumption College 1975 — 1979
BA, Math, Computer Science
Larry DeVasto's Fidelity Investments Experience January 2009 - August 2014
Job Software Deployment Architect at IBM
Industry Financial Services
Experience
IBM April 2015 - Present
Prolifics October 2014 - March 2015
Fidelity Investments January 2009 - August 2014
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 1994 - 2004
Hills Department Stores 1991 - 1994
Hills Department Stores 1989 - 1991
LTX Corporation 1987 - 1989
Skills
Mainframe, Architecture, COBOL, CICS, Optimization, VSAM, DB2, z/OS, IBM Mainframe, JCL, Websphere, TSO, Control-M, SDLC, DB2/SQL, Easytrieve, Application Development, Performance Tuning, Disaster Recovery, Production Support, Visio, SQL, Software Development, Operating Systems, SOA, Systems Analysis, MVS, Security, ISPF, Requirements Analysis, Fileaid, Endevor, Vendor Relationships, IBM Utilities, Web Services, Requirements Gathering, Syncsort, Data Modeling, SPUFI, NDM, Data Warehousing, SDSF, Intertest, WebSphere MQ, QMF, CLIST, IDMS, OS/390, Sybase, REXX
Education
Assumption College 1982 — 1986
Bachelor of Arts, Accounting, Philosophy
Assumption College
Bachelor of Arts (B.A.)
IBM April 2015 - Present
Prolifics October 2014 - March 2015
Fidelity Investments January 2009 - August 2014
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 1994 - 2004
Hills Department Stores 1991 - 1994
Hills Department Stores 1989 - 1991
LTX Corporation 1987 - 1989
Skills
Mainframe, Architecture, COBOL, CICS, Optimization, VSAM, DB2, z/OS, IBM Mainframe, JCL, Websphere, TSO, Control-M, SDLC, DB2/SQL, Easytrieve, Application Development, Performance Tuning, Disaster Recovery, Production Support, Visio, SQL, Software Development, Operating Systems, SOA, Systems Analysis, MVS, Security, ISPF, Requirements Analysis, Fileaid, Endevor, Vendor Relationships, IBM Utilities, Web Services, Requirements Gathering, Syncsort, Data Modeling, SPUFI, NDM, Data Warehousing, SDSF, Intertest, WebSphere MQ, QMF, CLIST, IDMS, OS/390, Sybase, REXX
Education
Assumption College 1982 — 1986
Bachelor of Arts, Accounting, Philosophy
Assumption College
Bachelor of Arts (B.A.)
Aaron Beltrami, CFP®'s Fidelity Investments Experience April 2004 - August 2008
Job Partner at Crestwood Advisors
Industry Investment Management
Experience
Crestwood Advisors LLC August 2008 - Present
Fidelity Investments April 2004 - August 2008
Fidelity Investments August 2000 - April 2004
Fidelity Investments April 1995 - August 2000
Skills
Tax, Philanthropy, Investments, Business Development, Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Retirement, Strategic Financial...
Education
Assumption College 1992 — 1994
Bachelor of Science, Business Management
Vermont Technical College 1990 — 1991
Associates Degree, Business Management and Technology
Crestwood Advisors LLC August 2008 - Present
Fidelity Investments April 2004 - August 2008
Fidelity Investments August 2000 - April 2004
Fidelity Investments April 1995 - August 2000
Skills
Tax, Philanthropy, Investments, Business Development, Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Retirement, Strategic Financial...
Education
Assumption College 1992 — 1994
Bachelor of Science, Business Management
Vermont Technical College 1990 — 1991
Associates Degree, Business Management and Technology
Andrew Raczkowski's Fidelity Investments Experience January 2008 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments January 2008 - December 2008
Fidelity Investments May 2006 - January 2008
Fidelity Investments August 2004 - May 2006
Fidelity Investments April 2001 - August 2004
The Computer Merchant May 2000 - March 2001
Fidelity Investments August 1998 - May 2000
PaineWebber October 1997 - August 1998
Fidelity Investments October 1995 - October 1997
Fidelity Investments 1995 - 1997
Education
Assumption College 1991 — 1995
Assumption College 1991 — 1995
Fidelity Investments January 2008 - December 2008
Fidelity Investments May 2006 - January 2008
Fidelity Investments August 2004 - May 2006
Fidelity Investments April 2001 - August 2004
The Computer Merchant May 2000 - March 2001
Fidelity Investments August 1998 - May 2000
PaineWebber October 1997 - August 1998
Fidelity Investments October 1995 - October 1997
Fidelity Investments 1995 - 1997
Education
Assumption College 1991 — 1995
Assumption College 1991 — 1995
Colin Pierce's Fidelity Investments Experience 1998 - 2003
Job Institutional Consultant
Industry Financial Services
Experience
TIAA-CREF April 2005 - Present
Fidelity Investments 1998 - 2003
Education
Bentley University 2001 — 2006
MS, Financial Planning
Assumption College 1989 — 1994
TIAA-CREF April 2005 - Present
Fidelity Investments 1998 - 2003
Education
Bentley University 2001 — 2006
MS, Financial Planning
Assumption College 1989 — 1994
Kaitlin Gormley, PHR's Fidelity Investments Experience September 2010 - Present
Job Senior Staffing Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Veritude March 2007 - September 2010
Fidelity Investments- (Veritude) July 2006 - March 2007
Education
Assumption College 2002 — 2006
Bachelor, Organizational communication
Fidelity Investments September 2010 - Present
Veritude March 2007 - September 2010
Fidelity Investments- (Veritude) July 2006 - March 2007
Education
Assumption College 2002 — 2006
Bachelor, Organizational communication
Latrina Gray's Fidelity Investments Experience January 2006 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2006 - Present
Price Waterhouse 1995 - 2002
Education
Art Institute of Dallas 1998 — 2000
ASS, Culimary Arts
BS Electrical Engineering Texas A&M
Fidelity Investments January 2006 - Present
Price Waterhouse 1995 - 2002
Education
Art Institute of Dallas 1998 — 2000
ASS, Culimary Arts
BS Electrical Engineering Texas A&M
Carolyn Clancy's Fidelity Investments Experience June 2011 - Present
Job EVP FundsNetwork at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments May 2007 - May 2011
Fidelity Investments April 1999 - April 2007
Skills
Series 7, Mutual Funds, Wealth Management, Retirement, Financial Services, Relationship Management, Asset Managment
Education
Babson College 1983 — 1989
MBA
Assumption College 1978 — 1982
BA, Business/Mathematics
Fidelity Investments June 2011 - Present
Fidelity Investments May 2007 - May 2011
Fidelity Investments April 1999 - April 2007
Skills
Series 7, Mutual Funds, Wealth Management, Retirement, Financial Services, Relationship Management, Asset Managment
Education
Babson College 1983 — 1989
MBA
Assumption College 1978 — 1982
BA, Business/Mathematics
Chris Marchionni's Fidelity Investments Experience November 2011 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Bank of America Merrill Lynch March 2008 - October 2011
CitiStreet April 2004 - February 2008
New York Life Investment Management June 1992 - April 2004
Skills
401k, Defined Benefit, Series 7, Series 66, Investments, Pensions, Series 63, Retirement, Retirement Planning, Sales Operations, Financial Services, Series 6, Wealth Management
Education
Suffolk University - Sawyer School of Management 1997 — 2001
MBA, Business Finance
Assumption College 1988 — 1992
BA, Accounting
Fidelity Investments November 2011 - Present
Bank of America Merrill Lynch March 2008 - October 2011
CitiStreet April 2004 - February 2008
New York Life Investment Management June 1992 - April 2004
Skills
401k, Defined Benefit, Series 7, Series 66, Investments, Pensions, Series 63, Retirement, Retirement Planning, Sales Operations, Financial Services, Series 6, Wealth Management
Education
Suffolk University - Sawyer School of Management 1997 — 2001
MBA, Business Finance
Assumption College 1988 — 1992
BA, Accounting
Ashley J. Barnes's Fidelity Investments Experience March 2015 - Present
Job Account Executive (Payroll) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Paychex May 2014 - March 2015
Paychex May 2014 - March 2015
Paychex May 2012 - May 2014
P F Chang's 2011 - 2012
Delaware Sleep Disorder Centers November 2007 - January 2010
Skills
Graphic Design, Adobe Creative Suite, Marketing, Marketing Communications, Promotions, Microsoft Excel, Microsoft Word, Event Planning, Sales, Social Media, Social Networking, New Business Development, Social Media Marketing, Account Management, Sales Management, Customer Service, Payroll, Salesforce.com, Time Management, Cold Calling, Leadership, Training, Team Building, Management, B2B, Small Business
Education
Colorado Technical University 2012 — 2013
Associate of Science (A.S.), General Studies
Art Institute of Philadelphia 2001 — 2003
Design
Griffith University 2000 — 2001
3D design
Fidelity Investments March 2015 - Present
Paychex May 2014 - March 2015
Paychex May 2014 - March 2015
Paychex May 2012 - May 2014
P F Chang's 2011 - 2012
Delaware Sleep Disorder Centers November 2007 - January 2010
Skills
Graphic Design, Adobe Creative Suite, Marketing, Marketing Communications, Promotions, Microsoft Excel, Microsoft Word, Event Planning, Sales, Social Media, Social Networking, New Business Development, Social Media Marketing, Account Management, Sales Management, Customer Service, Payroll, Salesforce.com, Time Management, Cold Calling, Leadership, Training, Team Building, Management, B2B, Small Business
Education
Colorado Technical University 2012 — 2013
Associate of Science (A.S.), General Studies
Art Institute of Philadelphia 2001 — 2003
Design
Griffith University 2000 — 2001
3D design
Tyler Millay's Fidelity Investments Experience March 2010 - Present
Job Electronic Publishing Professional
Industry Graphic Design
Experience
Fidelity Investments March 2010 - Present
Digital Corporate Companies Inc. May 2008 - March 2010
The Pension Company July 2007 - August 2007
Skills
Marketing, Graphics, Brochures, Corporate Identity, Adobe Acrobat, Layout, InDesign, Graphic Design, Image Manipulation, Logo Design, Adobe Creative Suite, Illustrator, Photography, Typography, Posters, Illustration, Art, Collateral, Photoshop, Mac, Packaging, Web Design, Dreamweaver, Visual Communication, Creative Direction, Business Cards, Publishing, Flyers, Branding
Education
Art Institute of Dallas 2006 — 2008
BFA, Graphic Design
Fidelity Investments March 2010 - Present
Digital Corporate Companies Inc. May 2008 - March 2010
The Pension Company July 2007 - August 2007
Skills
Marketing, Graphics, Brochures, Corporate Identity, Adobe Acrobat, Layout, InDesign, Graphic Design, Image Manipulation, Logo Design, Adobe Creative Suite, Illustrator, Photography, Typography, Posters, Illustration, Art, Collateral, Photoshop, Mac, Packaging, Web Design, Dreamweaver, Visual Communication, Creative Direction, Business Cards, Publishing, Flyers, Branding
Education
Art Institute of Dallas 2006 — 2008
BFA, Graphic Design
Dawn McCauley's Fidelity Investments Experience 2007 - 2009
Job Senior Level Administrative Professional
Industry Defense & Space
Experience
Raytheon Network Centric Systems March 2010 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2003 - 2007
Nortel Networks May 2000 - September 2002
Fidelity Investments 1998 - 2000
Viewlogic Systems 1994 - 1998
Digital Equipment Corporation 1984 - 1994
Skills
Project Management, Human Resources, Process Improvement, Leadership, Microsoft Excel, Customer Service, Time Management, Program Management
Education
Assumption College
BSLS, Criminal Justice and Corrections, Psychology, Paralegal
Assumption College 1998 — 2005
Associates, Liberal Studies focus on CJ, Legal
Raytheon Network Centric Systems March 2010 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2003 - 2007
Nortel Networks May 2000 - September 2002
Fidelity Investments 1998 - 2000
Viewlogic Systems 1994 - 1998
Digital Equipment Corporation 1984 - 1994
Skills
Project Management, Human Resources, Process Improvement, Leadership, Microsoft Excel, Customer Service, Time Management, Program Management
Education
Assumption College
BSLS, Criminal Justice and Corrections, Psychology, Paralegal
Assumption College 1998 — 2005
Associates, Liberal Studies focus on CJ, Legal
Marybeth Spellman's Fidelity Investments Experience August 1994 - October 2010
Job Senior Data Warehouse Specialist at University of Massachusetts, Office of the President
Industry Financial Services
Experience
University of Massachusetts February 2011 - Present
Fidelity Investments August 1994 - October 2010
Sword AgencyPort June 2005 - May 2006
Dun & Bradstreet Software April 1986 - July 1994
McCormack & Dodge September 1983 - March 1986
Skills
SQL, OBIEE, Process Improvement, Data Warehousing, SDLC, XML, Databases, Business Analysis, Requirements Analysis, Software Development
Education
Babson College 1984 — 1991
MBA, MIS
Framingham State University 1981 — 1983
Bachelor of Arts, History
Assumption College 1979 — 1981
History
University of Massachusetts February 2011 - Present
Fidelity Investments August 1994 - October 2010
Sword AgencyPort June 2005 - May 2006
Dun & Bradstreet Software April 1986 - July 1994
McCormack & Dodge September 1983 - March 1986
Skills
SQL, OBIEE, Process Improvement, Data Warehousing, SDLC, XML, Databases, Business Analysis, Requirements Analysis, Software Development
Education
Babson College 1984 — 1991
MBA, MIS
Framingham State University 1981 — 1983
Bachelor of Arts, History
Assumption College 1979 — 1981
History
Henrietta Woods's Fidelity Investments Experience August 2000 - February 2007
Job Retired
Industry Financial Services
Experience
Fidelity Investments August 2000 - February 2007
US Army February 1978 - December 1998
Skills
Customer Service, Social Sciences
Education
North Lake College 2013 — 2014
Certificate, Computer/Information Technology Administration and Management, A
Ashford University 2009 — 2011
Bachelor's Degree, Social Sciences
Fidelity Investments August 2000 - February 2007
US Army February 1978 - December 1998
Skills
Customer Service, Social Sciences
Education
North Lake College 2013 — 2014
Certificate, Computer/Information Technology Administration and Management, A
Ashford University 2009 — 2011
Bachelor's Degree, Social Sciences
Brian Beighle's Fidelity Investments Experience January 2012 - Present
Job Systems Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2012 - Present
Lincoln College of Technology December 2010 - December 2011
Fidelity Investments September 1998 - June 2010
KCTCS - Gateway Technical and Community College January 2003 - May 2006
Convergys October 1996 - November 1997
Beighle Bros Inc. November 1990 - August 1996
Education
Cincinnati State Technical and Community College 1996 — 1997
AEET, Computer Engineering
Asbury University 1986 — 1990
BA, Computer Science
Fidelity Investments January 2012 - Present
Lincoln College of Technology December 2010 - December 2011
Fidelity Investments September 1998 - June 2010
KCTCS - Gateway Technical and Community College January 2003 - May 2006
Convergys October 1996 - November 1997
Beighle Bros Inc. November 1990 - August 1996
Education
Cincinnati State Technical and Community College 1996 — 1997
AEET, Computer Engineering
Asbury University 1986 — 1990
BA, Computer Science
Brian Dunphy's Fidelity Investments Experience April 2000 - March 2002
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Institutional Services Company February 2006 - Present
Fidelity Operations and Services Group June 2005 - February 2006
Fidelity Operations and Services Group February 2004 - June 2005
Fidelity Operations and Services Group March 2002 - February 2004
Fidelity Investments April 2000 - March 2002
Fidelity Employer Services Company October 1998 - April 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Investments, 401k, Retirement, Portfolio Management, Financial Services, Asset Allocation, Insurance, Investment Strategies, Leadership, Management, Relationship Management, Sales, Strategy
Education
Bryant University 2004 — 2006
Certified Financial Planning
Assumption College 1994 — 1998
Bachelor of Arts, English Language and Literature/Letters
Fidelity Investments Institutional Services Company February 2006 - Present
Fidelity Operations and Services Group June 2005 - February 2006
Fidelity Operations and Services Group February 2004 - June 2005
Fidelity Operations and Services Group March 2002 - February 2004
Fidelity Investments April 2000 - March 2002
Fidelity Employer Services Company October 1998 - April 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Investments, 401k, Retirement, Portfolio Management, Financial Services, Asset Allocation, Insurance, Investment Strategies, Leadership, Management, Relationship Management, Sales, Strategy
Education
Bryant University 2004 — 2006
Certified Financial Planning
Assumption College 1994 — 1998
Bachelor of Arts, English Language and Literature/Letters
amy denton's Fidelity Investments Experience June 2010 - January 2013
Job Senior Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - January 2013
Fidelity Investments July 2000 - June 2010
Sapers & Wallack June 1997 - July 2000
Education
Rivier College 2010 — 2013
Graduate Student, Elementary Education and Teaching
Assumption College 1992 — 1996
BA, Economics
Fidelity Investments June 2010 - January 2013
Fidelity Investments July 2000 - June 2010
Sapers & Wallack June 1997 - July 2000
Education
Rivier College 2010 — 2013
Graduate Student, Elementary Education and Teaching
Assumption College 1992 — 1996
BA, Economics
Amy Otto's Fidelity Investments Experience
Job Pension Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Retirement, Pensions, Defined Benefit, Employee Benefits, HRIS, Health & Welfare..., Deferred Compensation, Compensation & Benefits..., Human Resources, Accounts Payable, Payroll, Schedules, Microsoft Office, Oracle, Customer Service, Communication Skills, Pension Administration, Project Management
Education
Ashford University
Master of Business Administration (MBA) Human Resources
Fidelity Investments
Skills
Retirement, Pensions, Defined Benefit, Employee Benefits, HRIS, Health & Welfare..., Deferred Compensation, Compensation & Benefits..., Human Resources, Accounts Payable, Payroll, Schedules, Microsoft Office, Oracle, Customer Service, Communication Skills, Pension Administration, Project Management
Education
Ashford University
Master of Business Administration (MBA) Human Resources
Adam Gaudreau's Fidelity Investments Experience August 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments May 2011 - August 2012
Skills
Series 7, Series 63, Series 66
Education
Assumption College 2008 — 2010
B.A., Economics
Norwich University 2006 — 2008
Economics
Fidelity Investments August 2012 - Present
Fidelity Investments May 2011 - August 2012
Skills
Series 7, Series 63, Series 66
Education
Assumption College 2008 — 2010
B.A., Economics
Norwich University 2006 — 2008
Economics
James Fanning's Fidelity Investments Experience July 2008 - July 2009
Job Office Manager at CrossFit KingsPoint
Industry Sports
Experience
CrossFit KingsPoint April 2013 - Present
lululemon athletica September 2012 - November 2013
BHP Billiton September 2010 - March 2011
South Australian Department of Education and Childs Services March 2010 - September 2010
Marriott Vacation Club International January 2010 - March 2010
Fidelity Investments July 2008 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Customer Service, Leadership, Coaching, Data Analysis, Microsoft Word, Economics, Social Networking
Education
Armstrong Atlantic State University 2003 — 2008
Economics, Economics
Hilton Head Christian Academy 1999 — 2003
High School Diploma
CrossFit KingsPoint April 2013 - Present
lululemon athletica September 2012 - November 2013
BHP Billiton September 2010 - March 2011
South Australian Department of Education and Childs Services March 2010 - September 2010
Marriott Vacation Club International January 2010 - March 2010
Fidelity Investments July 2008 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Customer Service, Leadership, Coaching, Data Analysis, Microsoft Word, Economics, Social Networking
Education
Armstrong Atlantic State University 2003 — 2008
Economics, Economics
Hilton Head Christian Academy 1999 — 2003
High School Diploma
Darrell Settlemire, MBA, MSM's Fidelity Investments Experience October 2012 - Present
Job Financial Services Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
USAA March 2011 - October 2012
TDAmeritrade November 2006 - March 2011
United States Marine Corps June 1984 - February 2006
Skills
Program Management, Operations Management, Process Improvement, Leadership, Series 7, Project Management, Investments, Financial Services, Risk Management, Portfolio Management, Mutual Funds, Change Management, Retirement, Retirement Planning, Series 63, Team Management, Analysis, Fixed Income, Military, Team Leadership, Sales Management, Strategic Financial...
Education
Colorado Technical University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Colorado Technical University 2011 — 2012
Master's Degree, Management
Ashford University 2009 — 2010
Bachelor of Arts (B.A.), Organizational Management
University of Texas 2007 — 2007
Professional Certificate, Lean for Six Sigma
Fidelity Investments October 2012 - Present
USAA March 2011 - October 2012
TDAmeritrade November 2006 - March 2011
United States Marine Corps June 1984 - February 2006
Skills
Program Management, Operations Management, Process Improvement, Leadership, Series 7, Project Management, Investments, Financial Services, Risk Management, Portfolio Management, Mutual Funds, Change Management, Retirement, Retirement Planning, Series 63, Team Management, Analysis, Fixed Income, Military, Team Leadership, Sales Management, Strategic Financial...
Education
Colorado Technical University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Colorado Technical University 2011 — 2012
Master's Degree, Management
Ashford University 2009 — 2010
Bachelor of Arts (B.A.), Organizational Management
University of Texas 2007 — 2007
Professional Certificate, Lean for Six Sigma
Deborah Jelley's Fidelity Investments Experience January 2008 - April 2012
Job GSS Operations Manager at Aon Hewitt
Industry Accounting
Experience
Aon Hewitt August 2013 - Present
Fidelity Investments January 2008 - April 2012
Fidelity Investments January 2005 - January 2008
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 1996 - January 2001
Fidelity Investments January 1992 - January 1996
Fidelity Investments September 1990 - January 1992
Skills
Payroll Services, Operations Management, Cash Management, Data Analysis, Customer Service, Wire Transfers, Procedure Creation, Training Delivery, Oracle Applications, Microsoft Office, Notary Public, Call Centers, Vendor Management, Internal Audit, System Administration, Employee Relations, Management, Account Reconciliation, Finance, Access, Software Documentation, Employee Benefits, Project Management, Quality Assurance, Process Improvement, Business Development, Visio, Requirements Gathering, Business Process..., Change Management, Leadership Development, Outlook, Banking, PeopleSoft, Accounts Payable, Training, Oracle E-Business Suite, Performance Management, Account Management, Lotus Notes, Payroll, 401k, Time Management, Business Analysis, Risk Management, Accounting, Leadership, Human Resources, Auditing, Analysis
Education
Ashford University 2012 — 2012
In Process, Applied Behavioral Science
Aon Hewitt August 2013 - Present
Fidelity Investments January 2008 - April 2012
Fidelity Investments January 2005 - January 2008
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 1996 - January 2001
Fidelity Investments January 1992 - January 1996
Fidelity Investments September 1990 - January 1992
Skills
Payroll Services, Operations Management, Cash Management, Data Analysis, Customer Service, Wire Transfers, Procedure Creation, Training Delivery, Oracle Applications, Microsoft Office, Notary Public, Call Centers, Vendor Management, Internal Audit, System Administration, Employee Relations, Management, Account Reconciliation, Finance, Access, Software Documentation, Employee Benefits, Project Management, Quality Assurance, Process Improvement, Business Development, Visio, Requirements Gathering, Business Process..., Change Management, Leadership Development, Outlook, Banking, PeopleSoft, Accounts Payable, Training, Oracle E-Business Suite, Performance Management, Account Management, Lotus Notes, Payroll, 401k, Time Management, Business Analysis, Risk Management, Accounting, Leadership, Human Resources, Auditing, Analysis
Education
Ashford University 2012 — 2012
In Process, Applied Behavioral Science
Jeff Parsley's Fidelity Investments Experience January 2012 - Present
Job eLearning at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
HCC October 2004 - January 2012
Skills
Multimedia, Photoshop, HTML, Graphic Design, Video Production, Web Development, E-Learning, Dreamweaver, CSS, ActionScript, Web Design, Multi, C#, ASP.NET, Flash Professional, AS3, Captivate, Lectora, Microsoft SQL Server
Education
Art Institute of Dallas 1998 — 2001
Associate of Arts (A.A.), Computer Animation
Nolan Catholic
High School Diploma
Fidelity Investments January 2012 - Present
HCC October 2004 - January 2012
Skills
Multimedia, Photoshop, HTML, Graphic Design, Video Production, Web Development, E-Learning, Dreamweaver, CSS, ActionScript, Web Design, Multi, C#, ASP.NET, Flash Professional, AS3, Captivate, Lectora, Microsoft SQL Server
Education
Art Institute of Dallas 1998 — 2001
Associate of Arts (A.A.), Computer Animation
Nolan Catholic
High School Diploma
Daniel Fogg's Fidelity Investments Experience Account Manager, Corporate Security OfficerNortheast Security Inc.July 2013 - April 2015
Job Special Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Account Manager, Corporate Security OfficerNortheast Security Inc.July 2013 - April 2015
Army National Guard April 2009 - April 2015
G4S March 2012 - July 2013
Securitas Security Services USA, Inc. August 2010 - March 2011
Walmart March 2007 - August 2010
Skills
EMT, Customer Service, Executive Protection, Logistic Support, Leadership, Team Management, Protective Services, Life Safety, Force Protection, Event Security, Emergency Medicine, Team Building, Emergency Vehicle..., Security Incident &..., Physical Security, Firearms Instruction, Weapons & Tactics..., Risk Management, Joint Military..., BLS, Military Training, Loss Prevention, High Profile Events, Counter Surveillance, Emergency Management, Risk Assessment, Defensive Driving, Inventory Management, Physical Security..., Risk Analysis, Customer Satisfaction, Weapons Training, Military Experience, Marksmanship, Defensive Tactics, Route Analysis, Advance Planning
Education
Ashworth College
Fidelity Investments Account Manager, Corporate Security OfficerNortheast Security Inc.July 2013 - April 2015
Army National Guard April 2009 - April 2015
G4S March 2012 - July 2013
Securitas Security Services USA, Inc. August 2010 - March 2011
Walmart March 2007 - August 2010
Skills
EMT, Customer Service, Executive Protection, Logistic Support, Leadership, Team Management, Protective Services, Life Safety, Force Protection, Event Security, Emergency Medicine, Team Building, Emergency Vehicle..., Security Incident &..., Physical Security, Firearms Instruction, Weapons & Tactics..., Risk Management, Joint Military..., BLS, Military Training, Loss Prevention, High Profile Events, Counter Surveillance, Emergency Management, Risk Assessment, Defensive Driving, Inventory Management, Physical Security..., Risk Analysis, Customer Satisfaction, Weapons Training, Military Experience, Marksmanship, Defensive Tactics, Route Analysis, Advance Planning
Education
Ashworth College
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank