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
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Fidelity Investments Employees
Employee
Years
Job
Industry
Cale Criswell Cale Criswell's Fidelity Investments Experience May 2007 - November 2009
Job Co Owner at I and I Recovery L.L.C
Industry Banking
Experience
I and I Recovery L.L.C January 2011 - Present
Summit/Nitro Volleyball November 2012 - Present
Investigations & Intelligence November 2008 - October 2014
Fidelity Investments May 2007 - November 2009
Ameriprise Financial Services, Inc. November 2004 - November 2007
Skills
Customer Service, Banking, Risk Management, Strategic Planning, Management, Change Management, Sales Management, Business Strategy, Finance, Negotiation, Team Building, Sales, Leadership, Account Management
Education
University of North Texas
Collin County Community College
Associate of Arts (A.A.), General Studies, Magna cum laude
I and I Recovery L.L.C January 2011 - Present
Summit/Nitro Volleyball November 2012 - Present
Investigations & Intelligence November 2008 - October 2014
Fidelity Investments May 2007 - November 2009
Ameriprise Financial Services, Inc. November 2004 - November 2007
Skills
Customer Service, Banking, Risk Management, Strategic Planning, Management, Change Management, Sales Management, Business Strategy, Finance, Negotiation, Team Building, Sales, Leadership, Account Management
Education
University of North Texas
Collin County Community College
Associate of Arts (A.A.), General Studies, Magna cum laude
Jeremy Krejci Jeremy Krejci's Fidelity Investments Experience July 2013 - Present
Job Operating Systems Programmer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2013 - Present
IBM October 2012 - May 2013
Fidelity Investments January 2012 - July 2012
Layered Technologies January 2007 - April 2008
Skills
Access, Microsoft Office, MySQL, Microsoft Project, PHP, Ruby, Java, Linux, Visio, Visual Basic, COBOL, JCL, DB2
Education
University of North Texas 2011 — 2012
BS, Business Computer Information Systems
Collin County Community College 2009 — 2010
Associate of Arts (AA), 3.5
Fidelity Investments July 2013 - Present
IBM October 2012 - May 2013
Fidelity Investments January 2012 - July 2012
Layered Technologies January 2007 - April 2008
Skills
Access, Microsoft Office, MySQL, Microsoft Project, PHP, Ruby, Java, Linux, Visio, Visual Basic, COBOL, JCL, DB2
Education
University of North Texas 2011 — 2012
BS, Business Computer Information Systems
Collin County Community College 2009 — 2010
Associate of Arts (AA), 3.5
Scott Lichty Scott Lichty's Fidelity Investments Experience July 2014 - December 2014
Job Financial Planning Analyst at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Fidelity Investments July 2014 - December 2014
Bridlewood Golf Club January 2012 - May 2014
Scott Johnson Middle School June 2012 - August 2012
Scheef & Stone, LLP August 2010 - July 2011
Skills
Microsoft Excel, Microsoft powerpoint, Finance, Communication, Microsoft Office, Film Editing, Sports Coaching
Education
University of North Texas 2011 — 2014
Bachelor's degree, Finance, General, 3.38
Collin County Community College 2010 — 2011
3.69
Northwestern Mutual January 2015 - Present
Fidelity Investments July 2014 - December 2014
Bridlewood Golf Club January 2012 - May 2014
Scott Johnson Middle School June 2012 - August 2012
Scheef & Stone, LLP August 2010 - July 2011
Skills
Microsoft Excel, Microsoft powerpoint, Finance, Communication, Microsoft Office, Film Editing, Sports Coaching
Education
University of North Texas 2011 — 2014
Bachelor's degree, Finance, General, 3.38
Collin County Community College 2010 — 2011
3.69
Dustin Patton, CSCA, CLSSYB Dustin Patton, CSCA, CLSSYB's Fidelity Investments Experience June 2015 - Present
Job Team Member at Berry Blendz
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
City of Lakwood May 2014 - August 2014
Berry Blendz September 2013 - May 2014
The Home Depot May 2013 - September 2013
Skills
Microsoft Office, Teamwork, Team Leadership, Cashiering, Microsoft Excel, Microsoft Word, Cash Register, Time Management, Data Entry, Critical Thinking, Customer Satisfaction
Education
Colorado State University 2011 — 2015
Bachelor of Science (BS), Corporate and Investment Finance. Minor, Economics, Junior
Bear Creek High School 2007 — 2011
General Studies
Fidelity Investments June 2015 - Present
City of Lakwood May 2014 - August 2014
Berry Blendz September 2013 - May 2014
The Home Depot May 2013 - September 2013
Skills
Microsoft Office, Teamwork, Team Leadership, Cashiering, Microsoft Excel, Microsoft Word, Cash Register, Time Management, Data Entry, Critical Thinking, Customer Satisfaction
Education
Colorado State University 2011 — 2015
Bachelor of Science (BS), Corporate and Investment Finance. Minor, Economics, Junior
Bear Creek High School 2007 — 2011
General Studies
Jared LeBaron Jared LeBaron's Fidelity Investments Experience November 2014 - August 2015
Job Wireless Sales Associate at Sam's Club
Industry Retail
Experience
Fidelity Investments November 2014 - August 2015
Sam's Club February 2002 - November 2014
Sam's Club February 2007 - August 2010
Skills
Series 7, Series 63, Sales, Customer Service, Management, Sales Process, Operations Management, Wireless, Inventory Control, Data Entry, Retail, Time Management, Team Leadership, Leadership, Sales Operations, Training, Customer Satisfaction, Retirement Savings
Education
Colorado Mesa University 2004 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Metropolitan State University of Denver
Fidelity Investments November 2014 - August 2015
Sam's Club February 2002 - November 2014
Sam's Club February 2007 - August 2010
Skills
Series 7, Series 63, Sales, Customer Service, Management, Sales Process, Operations Management, Wireless, Inventory Control, Data Entry, Retail, Time Management, Team Leadership, Leadership, Sales Operations, Training, Customer Satisfaction, Retirement Savings
Education
Colorado Mesa University 2004 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Metropolitan State University of Denver
Rebecca Garner, CPP Rebecca Garner, CPP's Fidelity Investments Experience November 2006 - July 2010
Job Principal Workday Payroll Consultant
Industry Financial Services
Experience
OneSource Virtual July 2015 - Present
OneSource Virtual August 2013 - Present
OneSource Virtual June 2011 - August 2013
OneSource VHR June 2010 - June 2011
Fidelity Investments November 2006 - July 2010
ADP May 2006 - November 2006
ADP March 2001 - May 2006
Dynamex July 2000 - March 2001
CompuPros September 1996 - July 2000
Skills
Workday, Sales, Human Resources, Payroll, HRIS, Employee Benefits, Training, ADP Payroll, Ceridian, General Ledger, Benefits Administration, Tax, ADP ReportSmith, Change Management, Business Process, Time & Attendance, Auditing, Deferred Compensation, Garnishments, Onboarding, PeopleSoft, Kronos, New Hire Orientations
Education
Dallas County Community College 2002 — 2010
AAS, Management
Dallas County Community College 2001 — 2006
Certificate, Management
Dallas County Community College 1999 — 2002
Certificate, Supervisor
Collin County Community College 1995 — 1999
Certificate, Human Resource Management
Princeton High School 1977 — 1981
High School Diploma
OneSource Virtual July 2015 - Present
OneSource Virtual August 2013 - Present
OneSource Virtual June 2011 - August 2013
OneSource VHR June 2010 - June 2011
Fidelity Investments November 2006 - July 2010
ADP May 2006 - November 2006
ADP March 2001 - May 2006
Dynamex July 2000 - March 2001
CompuPros September 1996 - July 2000
Skills
Workday, Sales, Human Resources, Payroll, HRIS, Employee Benefits, Training, ADP Payroll, Ceridian, General Ledger, Benefits Administration, Tax, ADP ReportSmith, Change Management, Business Process, Time & Attendance, Auditing, Deferred Compensation, Garnishments, Onboarding, PeopleSoft, Kronos, New Hire Orientations
Education
Dallas County Community College 2002 — 2010
AAS, Management
Dallas County Community College 2001 — 2006
Certificate, Management
Dallas County Community College 1999 — 2002
Certificate, Supervisor
Collin County Community College 1995 — 1999
Certificate, Human Resource Management
Princeton High School 1977 — 1981
High School Diploma
Eli Rozenman's Fidelity Investments Experience September 2014 - Present
Job Financial Representative at Fidelity Investments
Industry
Experience
Fidelity Investments September 2014 - Present
Bank of America January 2010 - May 2011
Marcus & Millichap June 2008 - June 2009
Zale 2006 - 2008
Skills
Financial Analysis, Economics, Financial Modeling, Finance, Access, Microsoft Excel, Investments, Time Management, PowerPoint, Credit
Education
University of North Texas 2013 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Collin County Community College 2010 — 2012
Fidelity Investments September 2014 - Present
Bank of America January 2010 - May 2011
Marcus & Millichap June 2008 - June 2009
Zale 2006 - 2008
Skills
Financial Analysis, Economics, Financial Modeling, Finance, Access, Microsoft Excel, Investments, Time Management, PowerPoint, Credit
Education
University of North Texas 2013 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Collin County Community College 2010 — 2012
Doug Aumont Doug Aumont's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
OppenheimerFunds May 2015 - July 2015
OppenheimerFunds January 2015 - May 2015
FluentStream Technologies August 2008 - May 2014
Chrisland Commercial Real Estate, Inc. August 2004 - October 2008
Skills
Contract Negotiation, Contract Management, Team Leadership, Vendor Management, Management, Logistics, Data Analysis, Leadership, Agile Methodologies, Staff Management, Investments, Lead Generation, Real Estate, Retail, Sales Process, VoIP, Strategy, SaaS, Social Media, Cloud Computing, Start-ups, Product Development, Mobile Applications, Business Planning, Business Development, Entrepreneurship, Business Process..., Organizational..., Mentoring
Education
Colorado State University 2001 — 2004
Business Administration, Business, Finance, Real Estate
Indiana University Bloomington 2000 — 2001
Business, Finance
Fidelity Investments July 2015 - Present
OppenheimerFunds May 2015 - July 2015
OppenheimerFunds January 2015 - May 2015
FluentStream Technologies August 2008 - May 2014
Chrisland Commercial Real Estate, Inc. August 2004 - October 2008
Skills
Contract Negotiation, Contract Management, Team Leadership, Vendor Management, Management, Logistics, Data Analysis, Leadership, Agile Methodologies, Staff Management, Investments, Lead Generation, Real Estate, Retail, Sales Process, VoIP, Strategy, SaaS, Social Media, Cloud Computing, Start-ups, Product Development, Mobile Applications, Business Planning, Business Development, Entrepreneurship, Business Process..., Organizational..., Mentoring
Education
Colorado State University 2001 — 2004
Business Administration, Business, Finance, Real Estate
Indiana University Bloomington 2000 — 2001
Business, Finance
Lisa Dagner's Fidelity Investments Experience June 2015 - Present
Job Client Service Associate, Portfolio Advisory Services
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2013 - May 2015
Nordstrom April 2009 - June 2013
Starbucks Coffee Company September 2004 - December 2008
Dollar Rent-A-Car February 2004 - August 2004
Choice Hotels International January 2002 - August 2003
Remax 4000 1995 - 1997
Skills
Customer Service, Training, Customer Satisfaction, Public Speaking, PowerPoint, Recruiting, Team Leadership, Microsoft Excel, Microsoft Word, Team Building, Exit Interviews, Customer Retention, Staff Development, Team Synergy, Internal Investigations, Leadership Development, Credit, Analytics, Adobe Acrobat, Microsoft Office, Internet, Email, Innovation, Inspection, Motivation, Behavioral Interviewing, Teamwork, Building Relationships, Networking, Class Facilitation, Communication, Trend Researching, Fraud Detection, Corporate Fraud..., Sales Operations, Sales Presentations
Education
Colorado Mesa University 1999 — 2005
Bachelor of Business Administration, Management
Fidelity Investments June 2015 - Present
Fidelity Investments June 2013 - May 2015
Nordstrom April 2009 - June 2013
Starbucks Coffee Company September 2004 - December 2008
Dollar Rent-A-Car February 2004 - August 2004
Choice Hotels International January 2002 - August 2003
Remax 4000 1995 - 1997
Skills
Customer Service, Training, Customer Satisfaction, Public Speaking, PowerPoint, Recruiting, Team Leadership, Microsoft Excel, Microsoft Word, Team Building, Exit Interviews, Customer Retention, Staff Development, Team Synergy, Internal Investigations, Leadership Development, Credit, Analytics, Adobe Acrobat, Microsoft Office, Internet, Email, Innovation, Inspection, Motivation, Behavioral Interviewing, Teamwork, Building Relationships, Networking, Class Facilitation, Communication, Trend Researching, Fraud Detection, Corporate Fraud..., Sales Operations, Sales Presentations
Education
Colorado Mesa University 1999 — 2005
Bachelor of Business Administration, Management
Jessica Hutzler Jessica Hutzler's Fidelity Investments Experience September 2014 - Present
Job Brokerage Operations Representative II
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Starbucks July 2003 - October 2014
Skills
Written & Verbal..., Long-term Customer..., Financial Analysis, Operating Budgets, Budget Monitoring, Project Management, Change Management, Organizational Culture, Smartphones
Education
The University of Texas at Dallas 2012 — 2014
BS, Business Administration and Management, General
Collin County Community College 2009 — 2012
Associate of Science (AS), General Studies
Fidelity Investments September 2014 - Present
Starbucks July 2003 - October 2014
Skills
Written & Verbal..., Long-term Customer..., Financial Analysis, Operating Budgets, Budget Monitoring, Project Management, Change Management, Organizational Culture, Smartphones
Education
The University of Texas at Dallas 2012 — 2014
BS, Business Administration and Management, General
Collin County Community College 2009 — 2012
Associate of Science (AS), General Studies
Chris Tulino Chris Tulino's Fidelity Investments Experience September 2014 - Present
Job Project Manager, Scrum Master at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2014 - Present
Bank of America December 2012 - September 2014
Duke Energy Corporation September 2012 - November 2012
McKesson June 2012 - September 2012
Planquility November 2010 - July 2012
Radian May 2004 - November 2010
Haiku Enterprises, LLC April 2003 - December 2005
Radian May 2004 - June 2005
AICPA November 2002 - July 2004
Radian June 2002 - November 2002
Skills
Leadership, Agile Project Management, SDLC, Program Management, Business Analysis, Project Portfolio..., PMO, Project Management, MS Project, Software Project..., IT Management, Vendor Management, Management, Software Development, Training, Consulting, IT Strategy, Analysis, Business Process..., IT Leadership, Project Planning, Business Intelligence, Team Building, Technology Leadership, Strategic Planning, Requirements Analysis, Information Technology, Information Technology..., PMO Development, Data Warehousing, Integration, CIO Advisory Services, Technology Governance, IT Relationship..., Team Management, PMP, Enterprise Software, Business Process, CRM, Enterprise Portfolio..., Senior Program..., IT Executive Management, Enterprise Architecture, Microsoft Project
Education
Colorado State University 2008 — 2013
MBA, Business Administration
Stevens Institute of Technology 1992 — 1995
BE, Mechanical Engineering
Rowan University 1990 — 1992
Engineering
Fidelity Investments September 2014 - Present
Bank of America December 2012 - September 2014
Duke Energy Corporation September 2012 - November 2012
McKesson June 2012 - September 2012
Planquility November 2010 - July 2012
Radian May 2004 - November 2010
Haiku Enterprises, LLC April 2003 - December 2005
Radian May 2004 - June 2005
AICPA November 2002 - July 2004
Radian June 2002 - November 2002
Skills
Leadership, Agile Project Management, SDLC, Program Management, Business Analysis, Project Portfolio..., PMO, Project Management, MS Project, Software Project..., IT Management, Vendor Management, Management, Software Development, Training, Consulting, IT Strategy, Analysis, Business Process..., IT Leadership, Project Planning, Business Intelligence, Team Building, Technology Leadership, Strategic Planning, Requirements Analysis, Information Technology, Information Technology..., PMO Development, Data Warehousing, Integration, CIO Advisory Services, Technology Governance, IT Relationship..., Team Management, PMP, Enterprise Software, Business Process, CRM, Enterprise Portfolio..., Senior Program..., IT Executive Management, Enterprise Architecture, Microsoft Project
Education
Colorado State University 2008 — 2013
MBA, Business Administration
Stevens Institute of Technology 1992 — 1995
BE, Mechanical Engineering
Rowan University 1990 — 1992
Engineering
Matthew Conti, CFP® MBA's Fidelity Investments Experience 2005 - 2014
Job Senior Wealth Manager at Cross Financial Management
Industry Financial Services
Experience
Cross Financial Management June 2014 - Present
Fidelity Investments 2005 - 2014
US Banccorp 2004 - 2005
Nationwide Insurance 2002 - 2004
Fidelity Investments 1997 - 2002
Skills
Series 7, Mutual Funds, Series 63, Wealth, Wealth Management, Retirement Planning, Financial Services, Investments, 401k, Asset Allocation, Retirement, Securities, Strategic Financial..., Relationship Management, Equities, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Investment Strategies
Education
Westminster College 1999 — 2001
Master of Business Administration (MBA), Economics
Colorado State University 1989 — 1993
Bachelor of Science (BS), Political Science and Government
Cross Financial Management June 2014 - Present
Fidelity Investments 2005 - 2014
US Banccorp 2004 - 2005
Nationwide Insurance 2002 - 2004
Fidelity Investments 1997 - 2002
Skills
Series 7, Mutual Funds, Series 63, Wealth, Wealth Management, Retirement Planning, Financial Services, Investments, 401k, Asset Allocation, Retirement, Securities, Strategic Financial..., Relationship Management, Equities, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Investment Strategies
Education
Westminster College 1999 — 2001
Master of Business Administration (MBA), Economics
Colorado State University 1989 — 1993
Bachelor of Science (BS), Political Science and Government
Price Peddicord's Fidelity Investments Experience October 2014 - Present
Job Brokerage Operations Representative I
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
EXCO Resources, Inc. May 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Teamwork, Financial Analysis
Education
The University of Texas at Arlington - College of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Collin County Community College 2010 — 2012
Fidelity Investments October 2014 - Present
EXCO Resources, Inc. May 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Teamwork, Financial Analysis
Education
The University of Texas at Arlington - College of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Collin County Community College 2010 — 2012
Adam Leatherby Adam Leatherby's Fidelity Investments Experience February 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Sears Holdings Corporation May 2011 - August 2013
Skills
Customer Service, Financial Analysis, Reliability, Corporate Finance, Investment Management, Mathematics, Quantitative Analysis, Computer/Technical..., Emotional Intelligence, Problem Solving, Business Ethics, Self Driven, Hard Worker, Team Oriented, Work Under Pressure
Education
Colorado State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.812
Front Range Community College 2010 — 2011
Fidelity Investments February 2014 - Present
Sears Holdings Corporation May 2011 - August 2013
Skills
Customer Service, Financial Analysis, Reliability, Corporate Finance, Investment Management, Mathematics, Quantitative Analysis, Computer/Technical..., Emotional Intelligence, Problem Solving, Business Ethics, Self Driven, Hard Worker, Team Oriented, Work Under Pressure
Education
Colorado State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.812
Front Range Community College 2010 — 2011
Kevin Kuppens Kevin Kuppens's Fidelity Investments Experience
Job Vice President, Client Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Education
College of the Holy Cross 1984 — 1988
Bachelor of Arts (BA), Economics
Fidelity Investments
Education
College of the Holy Cross 1984 — 1988
Bachelor of Arts (BA), Economics
Lucius White's Fidelity Investments Experience 2015 - Present
Job Summer Intern at Acadia Insurance (a W. R. Berkley Company)
Industry
Experience
Fidelity Investments 2015 - Present
Acadia Insurance (a W. R. Berkley Company) May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
College of the Holy Cross 2011 — 2015
Saint John's Preparatory School, Danvers MA 2007 — 2011
High School Diploma
Fidelity Investments 2015 - Present
Acadia Insurance (a W. R. Berkley Company) May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
College of the Holy Cross 2011 — 2015
Saint John's Preparatory School, Danvers MA 2007 — 2011
High School Diploma
Suzie Attwood Suzie Attwood's Fidelity Investments Experience 1996 - 1999
Job Project Manager | PMP | Scrum Master | Seeking new opportunities in the Greater Boston Area
Industry Information Technology and Services
Experience
S. Attwood Project Management June 1994 - Present
HCPro, Inc. March 2007 - June 2009
Navipath, Inc. (CMGi) 1999 - 2001
Fidelity Investments 1996 - 1999
MCI 1984 - 1992
The World Bank 1975 - 1978
Peace Corps 1971 - 1972
Skills
Cross-Functional..., Product Development..., Agile Project Management, Communication and..., Conflict Resolution, Software Development..., Vendor Management, Scrum, Organizational Change..., Process Improvement, Coaching, Project Management, Cross-functional Team..., Leadership, Agile Methodologies, Start-ups
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Management
Harvard Business School 1973 — 1974
Management Coursework
Colorado College 1966 — 1970
BA, French
S. Attwood Project Management June 1994 - Present
HCPro, Inc. March 2007 - June 2009
Navipath, Inc. (CMGi) 1999 - 2001
Fidelity Investments 1996 - 1999
MCI 1984 - 1992
The World Bank 1975 - 1978
Peace Corps 1971 - 1972
Skills
Cross-Functional..., Product Development..., Agile Project Management, Communication and..., Conflict Resolution, Software Development..., Vendor Management, Scrum, Organizational Change..., Process Improvement, Coaching, Project Management, Cross-functional Team..., Leadership, Agile Methodologies, Start-ups
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Management
Harvard Business School 1973 — 1974
Management Coursework
Colorado College 1966 — 1970
BA, French
Eric Renshaw's Fidelity Investments Experience September 2014 - November 2014
Job Registered Representative 7 63 65
Industry Financial Services
Experience
Fidelity Investments September 2014 - November 2014
Fidelity Investments September 2013 - September 2014
Fidelity Investments September 2012 - September 2013
Capital One Auto Finance 2012 - 2012
1st Global 2010 - 2011
Scottrade 2006 - 2010
TD Ameritrade 2005 - 2006
Fidelity Investments 2004 - 2005
JPMorgan Chase 2001 - 2004
Skills
Trader, Stockbroker, Financial Markets, Financial Advisory, Series 7, Series 63, Series 65, Retirement, Microsoft Excel, Wealth Management, Securities, Capital Markets, Options, Financial Services, Equities, Investments, Mutual Funds
Education
University of North Texas
Business
Collin County Community College
Fidelity Investments September 2014 - November 2014
Fidelity Investments September 2013 - September 2014
Fidelity Investments September 2012 - September 2013
Capital One Auto Finance 2012 - 2012
1st Global 2010 - 2011
Scottrade 2006 - 2010
TD Ameritrade 2005 - 2006
Fidelity Investments 2004 - 2005
JPMorgan Chase 2001 - 2004
Skills
Trader, Stockbroker, Financial Markets, Financial Advisory, Series 7, Series 63, Series 65, Retirement, Microsoft Excel, Wealth Management, Securities, Capital Markets, Options, Financial Services, Equities, Investments, Mutual Funds
Education
University of North Texas
Business
Collin County Community College
Sean Baker, JD Sean Baker, JD's Fidelity Investments Experience August 1995 - November 1996
Job Compliance Officer at MassMutual Trust Company, FSB
Industry Financial Services
Experience
MassMutual Trust Company, FSB January 2014 - Present
MassMutual Financial Group October 2006 - January 2014
MML Investors Services, Inc. November 1996 - October 2006
Fidelity Investments August 1995 - November 1996
Fitzgerald & Company, Inc. February 1993 - August 1995
Kearns & Rubin, P.C. November 1989 - September 1992
Massachusetts House of Representatives Committee on Health Care June 1989 - September 1989
Skills
FINRA Series 7, FINRA Series 24, Member, Massachusetts..., Legal Research, Oral & Written..., Business Communications, Highly detail oriented, Analytical Skills, Analytic Thinking, Critical Thinking, Problem Solving, Customer Oriented, Vendor Management Skills, Timely Decision Making, Project Management, Collaborative Leadership, Team Leadership, Building Relationships, Investments, Mutual Funds, Investment Advisory, Compliance, Due Diligence, Valuation, Process Improvement, Operational Control, Risk Management, Risk Assessment, Research, Policy, Policy Writing, Editing, Analysis, Financial Analysis, Training, Financial Advisory, FINRA, Strategic Financial..., Portfolio Management, Series 7, Series 24
Education
Suffolk University Law School 1986 — 1989
JD, Cum Laude
College of the Holy Cross 1982 — 1986
BA, Economics
MassMutual Trust Company, FSB January 2014 - Present
MassMutual Financial Group October 2006 - January 2014
MML Investors Services, Inc. November 1996 - October 2006
Fidelity Investments August 1995 - November 1996
Fitzgerald & Company, Inc. February 1993 - August 1995
Kearns & Rubin, P.C. November 1989 - September 1992
Massachusetts House of Representatives Committee on Health Care June 1989 - September 1989
Skills
FINRA Series 7, FINRA Series 24, Member, Massachusetts..., Legal Research, Oral & Written..., Business Communications, Highly detail oriented, Analytical Skills, Analytic Thinking, Critical Thinking, Problem Solving, Customer Oriented, Vendor Management Skills, Timely Decision Making, Project Management, Collaborative Leadership, Team Leadership, Building Relationships, Investments, Mutual Funds, Investment Advisory, Compliance, Due Diligence, Valuation, Process Improvement, Operational Control, Risk Management, Risk Assessment, Research, Policy, Policy Writing, Editing, Analysis, Financial Analysis, Training, Financial Advisory, FINRA, Strategic Financial..., Portfolio Management, Series 7, Series 24
Education
Suffolk University Law School 1986 — 1989
JD, Cum Laude
College of the Holy Cross 1982 — 1986
BA, Economics
Molly Corcoran's Fidelity Investments Experience September 2010 - September 2014
Job Attorney
Industry Law Practice
Experience
Hayes Messina Gilman & Hayes September 2014 - Present
Fidelity Investments September 2010 - September 2014
Education
St. John's University 2006 — 2009
Juris Doctor (J.D.)
College of the Holy Cross 2001 — 2005
Bachelor's Degree, English
Hayes Messina Gilman & Hayes September 2014 - Present
Fidelity Investments September 2010 - September 2014
Education
St. John's University 2006 — 2009
Juris Doctor (J.D.)
College of the Holy Cross 2001 — 2005
Bachelor's Degree, English
Michaela Sullivan Michaela Sullivan's Fidelity Investments Experience June 2014 - Present
Job Marketing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments July 2011 - June 2014
Fidelity Investments November 2009 - July 2011
College of the Holy Cross June 2006 - November 2009
Fidelity Investments June 2008 - August 2008
Skills
PowerPoint, Mutual Funds, Microsoft Office, Marketing, Salesforce.com, Analysis, Social Media, Microsoft Excel, Marketing Strategy
Education
College of the Holy Cross 2005 — 2009
B.A., English, Economics
Assumption College
Master of Business Administration (MBA) Student
Fidelity Investments June 2014 - Present
Fidelity Investments July 2011 - June 2014
Fidelity Investments November 2009 - July 2011
College of the Holy Cross June 2006 - November 2009
Fidelity Investments June 2008 - August 2008
Skills
PowerPoint, Mutual Funds, Microsoft Office, Marketing, Salesforce.com, Analysis, Social Media, Microsoft Excel, Marketing Strategy
Education
College of the Holy Cross 2005 — 2009
B.A., English, Economics
Assumption College
Master of Business Administration (MBA) Student
David J Li's Fidelity Investments Experience January 2014 - Present
Job Associate Quality Assurance Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - December 2013
Panda Restaurant Group February 2007 - May 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Windows, Outlook, SDLC, JavaScript, Access, Management, Data Analysis, English, Research, Microsoft SQL Server, Systems Analysis, SAP, HTML, Unix, Oracle SQL Developer, Quality Center, RTC, RQM, JSON
Education
The University of Texas at Dallas
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Management Information Systems, General, 3.559
Collin County Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - December 2013
Panda Restaurant Group February 2007 - May 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Windows, Outlook, SDLC, JavaScript, Access, Management, Data Analysis, English, Research, Microsoft SQL Server, Systems Analysis, SAP, HTML, Unix, Oracle SQL Developer, Quality Center, RTC, RQM, JSON
Education
The University of Texas at Dallas
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Management Information Systems, General, 3.559
Collin County Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Avery Lopez Avery Lopez's Fidelity Investments Experience May 2014 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - May 2014
Colorado State University August 2009 - May 2013
Wal-Mart August 2010 - February 2013
Elitch Gardens May 2006 - August 2008
Six Flags April 2006 - October 2006
Skills
Corporate Communications, Speech Writing, Political Communication, Internal & External..., Strategic Communications, Communication Skills, Spanish, Group Communication, Research, Social Networking, Time Management, Facebook, Customer Service, Social Media, Public Speaking, Event Planning, Microsoft Office, Creativity, Reliable, Group Work, Spanish-English, People Skills, Microsoft Word, Series 7, Series 63, Technology, Mobile Devices, Political Science, Communication, Social Skills, Interpersonal Skill, Non-verbal Communication, Android, Teamwork, Social Media Marketing, Data Analysis
Education
Kaplan University 2014 — 2014
CFP Certification course, Finance and Financial Management Services
Colorado State University 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Green Mountain high school 2005 — 2009
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - May 2014
Colorado State University August 2009 - May 2013
Wal-Mart August 2010 - February 2013
Elitch Gardens May 2006 - August 2008
Six Flags April 2006 - October 2006
Skills
Corporate Communications, Speech Writing, Political Communication, Internal & External..., Strategic Communications, Communication Skills, Spanish, Group Communication, Research, Social Networking, Time Management, Facebook, Customer Service, Social Media, Public Speaking, Event Planning, Microsoft Office, Creativity, Reliable, Group Work, Spanish-English, People Skills, Microsoft Word, Series 7, Series 63, Technology, Mobile Devices, Political Science, Communication, Social Skills, Interpersonal Skill, Non-verbal Communication, Android, Teamwork, Social Media Marketing, Data Analysis
Education
Kaplan University 2014 — 2014
CFP Certification course, Finance and Financial Management Services
Colorado State University 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Green Mountain high school 2005 — 2009
Christopher Honea Christopher Honea's Fidelity Investments Experience August 2004 - May 2008
Job Today is what you make it
Industry Consumer Services
Experience
TD Ameritrade Institutional November 2012 - Present
Fidelity Investments August 2004 - May 2008
RealPage, Inc. June 2000 - April 2003
Skills
Windows 7, Windows Vista, Microsoft Windows 98, Windows 2000, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Internet, Outlook, Analysis, Customer Service, Documentation, Leadership, Problem Solving, Quality Assurance, Team Leadership, Testing, Training
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Arts (B.A.), Historical Studies
Collin County Community College 2008 — 2010
Associate of Arts, Liberal Arts
TD Ameritrade Institutional November 2012 - Present
Fidelity Investments August 2004 - May 2008
RealPage, Inc. June 2000 - April 2003
Skills
Windows 7, Windows Vista, Microsoft Windows 98, Windows 2000, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Internet, Outlook, Analysis, Customer Service, Documentation, Leadership, Problem Solving, Quality Assurance, Team Leadership, Testing, Training
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Arts (B.A.), Historical Studies
Collin County Community College 2008 — 2010
Associate of Arts, Liberal Arts
Meryl Nierman Meryl Nierman's Fidelity Investments Experience 1996 - 2001
Job Marketing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Merrill Lynch April 2013 - May 2013
Bank of America September 2011 - June 2012
State Street Global Advisors November 2002 - December 2010
Fidelity Investments 1996 - 2001
Prodigy Services Company (joint venture Sears & IBM) 1989 - 1996
NW Ayer 1980 - 1988
Education
Colorado State University
BS, Psychology
TIAA-CREF October 2013 - Present
Merrill Lynch April 2013 - May 2013
Bank of America September 2011 - June 2012
State Street Global Advisors November 2002 - December 2010
Fidelity Investments 1996 - 2001
Prodigy Services Company (joint venture Sears & IBM) 1989 - 1996
NW Ayer 1980 - 1988
Education
Colorado State University
BS, Psychology
Kristin Mumford, CEBS Kristin Mumford, CEBS's Fidelity Investments Experience August 1992 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1992 - Present
MassMutual April 1987 - September 1992
Xerox Corporation September 1984 - April 1987
Education
College of the Holy Cross 1978 — 1982
BA, Psychology - PreMed
Fidelity Investments August 1992 - Present
MassMutual April 1987 - September 1992
Xerox Corporation September 1984 - April 1987
Education
College of the Holy Cross 1978 — 1982
BA, Psychology - PreMed
Angie Lombardo Angie Lombardo's Fidelity Investments Experience 1998 - 2000
Job Strategic HR/Talent Manager helping to keep the environment clean and safe one employee at a time.
Industry Staffing and Recruiting
Experience
ARCADIS U.S. January 2014 - Present
ARCADIS U.S. November 2011 - Present
Accenture April 2004 - November 2011
University of Wyoming November 2004 - February 2007
Cross Country Trav Corps 2002 - 2003
Breakaway Solutions 1999 - February 2001
Fidelity Investments 1998 - 2000
Skills
Water, Contract Recruitment, Screening, Talent Management, Employee Relations, Human Resources, Recruitment Advertising, Internet Recruiting, Employer Branding, HRIS, Strategic Sourcing, Deferred Compensation, Graduate Recruitment, Interviews, Training, Hiring, Career Counseling, Employee Benefits, Temporary Placement, Strategy, Management, Taleo, Business Development, Coaching, Permanent Placement, Leadership, Consulting
Education
Colorado State University
Colorado State University
The College of Wooster
BA, Economics
ARCADIS U.S. January 2014 - Present
ARCADIS U.S. November 2011 - Present
Accenture April 2004 - November 2011
University of Wyoming November 2004 - February 2007
Cross Country Trav Corps 2002 - 2003
Breakaway Solutions 1999 - February 2001
Fidelity Investments 1998 - 2000
Skills
Water, Contract Recruitment, Screening, Talent Management, Employee Relations, Human Resources, Recruitment Advertising, Internet Recruiting, Employer Branding, HRIS, Strategic Sourcing, Deferred Compensation, Graduate Recruitment, Interviews, Training, Hiring, Career Counseling, Employee Benefits, Temporary Placement, Strategy, Management, Taleo, Business Development, Coaching, Permanent Placement, Leadership, Consulting
Education
Colorado State University
Colorado State University
The College of Wooster
BA, Economics
Lyndsey Adams Lyndsey Adams's Fidelity Investments Experience May 2013 - August 2013
Job Client Services Coordinator at Pacific Resources
Industry Financial Services
Experience
Pacific Resources September 2015 - Present
Aon Hewitt January 2014 - Present
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Human Resources, Time Management, Leadership, Access, Spanish, Project Management, Data Analysis, Analysis, Research, ArcGIS, SAP, Process Improvement, Financial Analysis, SPSS, Teamwork, Microsoft Office, Outlook, Customer Service
Education
University of Oklahoma 2010 — 2013
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Collin County Community College
Pacific Resources September 2015 - Present
Aon Hewitt January 2014 - Present
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Human Resources, Time Management, Leadership, Access, Spanish, Project Management, Data Analysis, Analysis, Research, ArcGIS, SAP, Process Improvement, Financial Analysis, SPSS, Teamwork, Microsoft Office, Outlook, Customer Service
Education
University of Oklahoma 2010 — 2013
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Collin County Community College
Brennan List Brennan List's Fidelity Investments Experience June 2006 - September 2008
Job Business Analyst / Systems Engineer at Verizon
Industry Information Technology and Services
Experience
Verizon July 2013 - Present
Colorado State University - College of Business August 2011 - May 2013
In-Game Sports June 2010 - December 2010
Florence Freedom Baseball Team May 2009 - September 2009
Fidelity Investments June 2006 - September 2008
Skills
Data Analysis, Business Analysis, Business Intelligence, Project Management, Scrum, UML, Conceptual Modeling, SAP, Object-oriented..., Microsoft SQL Server, Leadership
Education
Colorado State University 2011 — 2013
Master's Degree, MSBA - Computer Information Systems
Northern Kentucky University 2004 — 2009
Bachelor's Degree, Sports Business
Verizon July 2013 - Present
Colorado State University - College of Business August 2011 - May 2013
In-Game Sports June 2010 - December 2010
Florence Freedom Baseball Team May 2009 - September 2009
Fidelity Investments June 2006 - September 2008
Skills
Data Analysis, Business Analysis, Business Intelligence, Project Management, Scrum, UML, Conceptual Modeling, SAP, Object-oriented..., Microsoft SQL Server, Leadership
Education
Colorado State University 2011 — 2013
Master's Degree, MSBA - Computer Information Systems
Northern Kentucky University 2004 — 2009
Bachelor's Degree, Sports Business
Cara Orr Cara Orr's Fidelity Investments Experience November 2014 - Present
Job Senior Manager Procurement at Fidelity Investments
Industry Logistics and Supply Chain
Experience
Fidelity Investments November 2014 - Present
Celanese August 2010 - June 2014
Aleris March 2007 - January 2010
Siemens IT Business Solutions January 2002 - February 2007
CompuCom January 2001 - December 2001
Skills
Supply Management, Procurement, Strategic Sourcing, Supply Chain, Supply Chain Management, Sourcing, Purchasing, Contract Management, Six Sigma, Contract Negotiation, Negotiation, Management, Project Management, Spend Analysis, Cross-functional Team..., SAP, Continuous Improvement, Lean Manufacturing, Vendor Management, Materials Management, Process Improvement, Global Sourcing, Leadership, Logistics, MRP, Supplier Development, Supplier Negotiation, Supply Chain..., Forecasting, Inventory Management, Supplier Evaluation, Manufacturing, Outsourcing, Low Cost Country..., Operations Management
Education
Institute for Supply Management 2008 — 2009
C.P.M., Certified Purchasing Manager
Collin County Community College 2002 — 2004
Paralegal Certificate, Business/Contract law
Texas Tech University 1996 — 2000
Fidelity Investments November 2014 - Present
Celanese August 2010 - June 2014
Aleris March 2007 - January 2010
Siemens IT Business Solutions January 2002 - February 2007
CompuCom January 2001 - December 2001
Skills
Supply Management, Procurement, Strategic Sourcing, Supply Chain, Supply Chain Management, Sourcing, Purchasing, Contract Management, Six Sigma, Contract Negotiation, Negotiation, Management, Project Management, Spend Analysis, Cross-functional Team..., SAP, Continuous Improvement, Lean Manufacturing, Vendor Management, Materials Management, Process Improvement, Global Sourcing, Leadership, Logistics, MRP, Supplier Development, Supplier Negotiation, Supply Chain..., Forecasting, Inventory Management, Supplier Evaluation, Manufacturing, Outsourcing, Low Cost Country..., Operations Management
Education
Institute for Supply Management 2008 — 2009
C.P.M., Certified Purchasing Manager
Collin County Community College 2002 — 2004
Paralegal Certificate, Business/Contract law
Texas Tech University 1996 — 2000
Marisa Serafini Marisa Serafini's Fidelity Investments Experience August 2011 - September 2014
Job Manager, Financial Planning & Analysis
Industry Chemicals
Experience
Massachusetts Medical Society September 2014 - Present
Fidelity Investments August 2011 - September 2014
iRobot February 2008 - August 2011
W.R. Grace 2005 - 2008
Circadian Technologies 2003 - 2005
Instrumentation Laboratory 1999 - 2000
Hampshire Chemical/formerly WR Grace 1993 - 1998
WR Grace 1983 - 1993
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Business
College of the Holy Cross 1977 — 1981
St Anthony's school
St Anthony's school
St Anthony's school
St Anthony's school
St Anthony's school
Massachusetts Medical Society September 2014 - Present
Fidelity Investments August 2011 - September 2014
iRobot February 2008 - August 2011
W.R. Grace 2005 - 2008
Circadian Technologies 2003 - 2005
Instrumentation Laboratory 1999 - 2000
Hampshire Chemical/formerly WR Grace 1993 - 1998
WR Grace 1983 - 1993
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Business
College of the Holy Cross 1977 — 1981
St Anthony's school
St Anthony's school
St Anthony's school
St Anthony's school
St Anthony's school
Tim Strakh Tim Strakh's Fidelity Investments Experience June 2000 - May 2005
Job CCIE x3 RS, Sec, Voice #21974/Sr Network Engineer/Infrastructure Architect
Industry Information Technology and Services
Experience
Heartland Payment Systems October 2009 - Present
Capital Group August 2005 - October 2009
Fidelity Investments June 2000 - May 2005
Skills
Cisco Technologies, OSPF, BGP, Data Center, VPN, Network Security, Firewalls, MPLS, Cisco Nexus, Disaster Recovery, Checkpoint, Network Design, Security, VMware, VoIP, DNS, Virtualization, Cisco Routers, EIGRP, Infrastructure, Routing, LAN-WAN, Cisco IOS, Networking, Switches, WAN, Routers, Servers, Cisco Call Manager, Cisco Certified, SAN, Vendor Management, Switching, Network Architecture, IPS, CCIE, Integration, TCP/IP, Troubleshooting, Network Administration, ITIL, Information Technology, IT Management, Windows Server, Active Directory, Cloud Computing, Network Engineering, Telecommunications, Management, IP
Education
Collin County Community College
United States Marine Corps
Heartland Payment Systems October 2009 - Present
Capital Group August 2005 - October 2009
Fidelity Investments June 2000 - May 2005
Skills
Cisco Technologies, OSPF, BGP, Data Center, VPN, Network Security, Firewalls, MPLS, Cisco Nexus, Disaster Recovery, Checkpoint, Network Design, Security, VMware, VoIP, DNS, Virtualization, Cisco Routers, EIGRP, Infrastructure, Routing, LAN-WAN, Cisco IOS, Networking, Switches, WAN, Routers, Servers, Cisco Call Manager, Cisco Certified, SAN, Vendor Management, Switching, Network Architecture, IPS, CCIE, Integration, TCP/IP, Troubleshooting, Network Administration, ITIL, Information Technology, IT Management, Windows Server, Active Directory, Cloud Computing, Network Engineering, Telecommunications, Management, IP
Education
Collin County Community College
United States Marine Corps
Nicholas Poles's Fidelity Investments Experience January 2014 - July 2014
Job Assistant Director of Technology at The Roxbury Latin School
Industry Computer Software
Experience
The Roxbury Latin School July 2014 - Present
Fidelity Investments January 2014 - July 2014
Fidelity Investments July 2013 - December 2013
College of the Holy Cross, Information Technology Services August 2012 - May 2013
Communalyst Corp September 2012 - December 2012
Holy Cross Department of Mathematics and Computer Science September 2012 - December 2012
Communalyst Corp May 2012 - August 2012
College of the Holy Cross, Information Technology Services August 2010 - August 2012
Boston Heating Supply May 2011 - August 2011
Digizyme, Inc. May 2010 - July 2010
Skills
C, C++, Java, Python, Perl, JavaScript, jQuery, jQuery UI, JSP, HTML, CSS, Mac OS X, Red Hat Linux, Ubuntu, Windows, Apache Tomcat, MySQL, Amazon Web Services..., Dreamweaver, Photoshop
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts, Computer Science
The Roxbury Latin School 2003 — 2009
The Roxbury Latin School July 2014 - Present
Fidelity Investments January 2014 - July 2014
Fidelity Investments July 2013 - December 2013
College of the Holy Cross, Information Technology Services August 2012 - May 2013
Communalyst Corp September 2012 - December 2012
Holy Cross Department of Mathematics and Computer Science September 2012 - December 2012
Communalyst Corp May 2012 - August 2012
College of the Holy Cross, Information Technology Services August 2010 - August 2012
Boston Heating Supply May 2011 - August 2011
Digizyme, Inc. May 2010 - July 2010
Skills
C, C++, Java, Python, Perl, JavaScript, jQuery, jQuery UI, JSP, HTML, CSS, Mac OS X, Red Hat Linux, Ubuntu, Windows, Apache Tomcat, MySQL, Amazon Web Services..., Dreamweaver, Photoshop
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts, Computer Science
The Roxbury Latin School 2003 — 2009
Stephen W. Meahl's Fidelity Investments Experience June 2007 - January 2010
Job Senior Vice President, Teneo Holdings
Industry Management Consulting
Experience
Teneo Holdings December 2014 - Present
Teneo Holdings 2012 - December 2014
Teneo Holdings June 2011 - January 2012
Office of the US Economic Envoy to Northern Ireland January 2010 - May 2011
Fidelity Investments June 2007 - January 2010
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Teneo Holdings December 2014 - Present
Teneo Holdings 2012 - December 2014
Teneo Holdings June 2011 - January 2012
Office of the US Economic Envoy to Northern Ireland January 2010 - May 2011
Fidelity Investments June 2007 - January 2010
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Veronica Fuentes Russell Veronica Fuentes Russell's Fidelity Investments Experience April 2014 - Present
Job Client Service Associate Portfolio Advisory Services
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments September 2012 - April 2014
Sherwin Williams December 2011 - August 2012
HEB - Central Market September 2008 - December 2011
Starbucks December 2005 - September 2008
Skills
Bilingual-Spanish, Office Administration, Staff Training, Food Service, Food & Beverage, Food Industry, Customer Satisfaction, Customer Loyalty, Catering Sales, Catering, Sales, Retail, Customer Service
Education
The University of Texas at Dallas - School of Management 2008 — 2011
BA, Business Administration
Collin County Community College
Fidelity Investments April 2014 - Present
Fidelity Investments September 2012 - April 2014
Sherwin Williams December 2011 - August 2012
HEB - Central Market September 2008 - December 2011
Starbucks December 2005 - September 2008
Skills
Bilingual-Spanish, Office Administration, Staff Training, Food Service, Food & Beverage, Food Industry, Customer Satisfaction, Customer Loyalty, Catering Sales, Catering, Sales, Retail, Customer Service
Education
The University of Texas at Dallas - School of Management 2008 — 2011
BA, Business Administration
Collin County Community College
Bryan Morrison Bryan Morrison's Fidelity Investments Experience September 2000 - Present
Job Principal Software Engineer
Industry Financial Services
Experience
Fidelity Investments September 2000 - Present
Fidelity Investments October 1998 - September 2000
Fidelity Investments September 1996 - September 1998
Fidelity Investments July 1991 - September 1996
Skills
Visual Basic, ASP, ASP.NET, XML, SQL Server, JavaScript, VB.NET, HTML, Access, VBA, Web Services, ADO.NET, CSS, XSLT, .NET, SQL, Visual Studio, AJAX, XSL, T-SQL, Microsoft SQL Server
Education
University of Cincinnati 1998 — 1999
N/A
Colorado State University 1986 — 1989
BA
Fidelity Investments September 2000 - Present
Fidelity Investments October 1998 - September 2000
Fidelity Investments September 1996 - September 1998
Fidelity Investments July 1991 - September 1996
Skills
Visual Basic, ASP, ASP.NET, XML, SQL Server, JavaScript, VB.NET, HTML, Access, VBA, Web Services, ADO.NET, CSS, XSLT, .NET, SQL, Visual Studio, AJAX, XSL, T-SQL, Microsoft SQL Server
Education
University of Cincinnati 1998 — 1999
N/A
Colorado State University 1986 — 1989
BA
Molly Geaney Molly Geaney's Fidelity Investments Experience July 2008 - July 2010
Job Director, Money Movement and Channels Integration
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Pride June 2012 - May 2013
Thomson Reuters July 2010 - May 2012
Fidelity Investments July 2008 - July 2010
Fidelity International January 2006 - July 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments October 2001 - January 2004
Fidelity Investments June 1999 - October 2001
Fidelity Investments September 1993 - June 1999
The Boston Company January 1985 - September 1993
Skills
Vendor Management, Agile, Program Management, SDLC, Process Improvement, Quality Assurance, Business Intelligence, People Management, PMO, Risk Management, Integration, Change Management, Executive Management, Six Sigma, Disaster Recovery, Software Development, Mentoring, Team Building, Team Leadership, IT Strategy, Operations Management, Outsourcing, IT Management, Agile Methodologies, Management, Product Management, Agile Project Management, Analysis, Testing, PMP, Software Project..., Enterprise Architecture, Oracle, Strategy, Business Process..., Business Analysis
Education
Harvard Extension and Boston University 1985 — 1989
Technology and Business
College of the Holy Cross 1979 — 1983
BA, Mathematics
DePaul High School
DePaul High School
DePaul High School
TIAA-CREF May 2013 - Present
Pride June 2012 - May 2013
Thomson Reuters July 2010 - May 2012
Fidelity Investments July 2008 - July 2010
Fidelity International January 2006 - July 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments October 2001 - January 2004
Fidelity Investments June 1999 - October 2001
Fidelity Investments September 1993 - June 1999
The Boston Company January 1985 - September 1993
Skills
Vendor Management, Agile, Program Management, SDLC, Process Improvement, Quality Assurance, Business Intelligence, People Management, PMO, Risk Management, Integration, Change Management, Executive Management, Six Sigma, Disaster Recovery, Software Development, Mentoring, Team Building, Team Leadership, IT Strategy, Operations Management, Outsourcing, IT Management, Agile Methodologies, Management, Product Management, Agile Project Management, Analysis, Testing, PMP, Software Project..., Enterprise Architecture, Oracle, Strategy, Business Process..., Business Analysis
Education
Harvard Extension and Boston University 1985 — 1989
Technology and Business
College of the Holy Cross 1979 — 1983
BA, Mathematics
DePaul High School
DePaul High School
DePaul High School
Steve Small's Fidelity Investments Experience 2005 - 2007
Job Lead Software Engineer at Cognius
Industry Computer Software
Experience
Cognius May 2013 - Present
Lautus Solutions LLC September 2012 - Present
InsightSquared May 2011 - August 2012
Akamai Technologies September 2010 - June 2011
Pyramis Global Advisors June 2008 - August 2010
Fidelity Investments 2005 - 2007
Skills
Analytics, Big Data, Distributed Applications, Web Services, Reporting Systems, New Technology..., Python, Django, NumPy, C/C++, Python C Extensions, Javascript, jQuery, Perl, Java, JavaScript, SQL, Computer Science, Cloud Computing, Scrum, Agile Methodologies, Agile Project Management, Github, Financial Systems Design, Pivotal Tracker, Ruby, Distributed Systems, Ruby on Rails, Git
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Computer Science
Sun Microsystems
Cognius May 2013 - Present
Lautus Solutions LLC September 2012 - Present
InsightSquared May 2011 - August 2012
Akamai Technologies September 2010 - June 2011
Pyramis Global Advisors June 2008 - August 2010
Fidelity Investments 2005 - 2007
Skills
Analytics, Big Data, Distributed Applications, Web Services, Reporting Systems, New Technology..., Python, Django, NumPy, C/C++, Python C Extensions, Javascript, jQuery, Perl, Java, JavaScript, SQL, Computer Science, Cloud Computing, Scrum, Agile Methodologies, Agile Project Management, Github, Financial Systems Design, Pivotal Tracker, Ruby, Distributed Systems, Ruby on Rails, Git
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Computer Science
Sun Microsystems
Andrew Band, CFP® Andrew Band, CFP®'s Fidelity Investments Experience November 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
TD Ameritrade January 2007 - October 2013
IFMG Securities February 2006 - November 2006
Wells Fargo 2004 - 2006
American Express Financial Advisors 2001 - 2004
Education
Colorado State University
Fidelity Investments November 2013 - Present
TD Ameritrade January 2007 - October 2013
IFMG Securities February 2006 - November 2006
Wells Fargo 2004 - 2006
American Express Financial Advisors 2001 - 2004
Education
Colorado State University
Anthony Stripling Anthony Stripling's Fidelity Investments Experience February 2005 - June 2006
Job Advisor Representative at Wharton Business Group, LLC
Industry Investment Management
Experience
Wharton Business Group, LLC December 2012 - Present
Morgan Stanley Smith Barney September 2010 - March 2012
Nuveen Investments February 2007 - January 2009
Fidelity Investments February 2005 - June 2006
Schwab Institutional May 1991 - February 2005
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Planners, Planned Giving, Equities, Securities, Relationship Management, Asset Management, Financial Planning, Investment Management, Investment Strategies, Finance
Education
Colorado State University 1982 — 1986
Bachelor of Science, Administrative Office Management
Wharton Business Group, LLC December 2012 - Present
Morgan Stanley Smith Barney September 2010 - March 2012
Nuveen Investments February 2007 - January 2009
Fidelity Investments February 2005 - June 2006
Schwab Institutional May 1991 - February 2005
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Planners, Planned Giving, Equities, Securities, Relationship Management, Asset Management, Financial Planning, Investment Management, Investment Strategies, Finance
Education
Colorado State University 1982 — 1986
Bachelor of Science, Administrative Office Management
Tyler Scionti's Fidelity Investments Experience May 2014 - August 2014
Job Leadership Development Program at Eze Software Group
Industry Financial Services
Experience
Eze Software Group July 2015 - Present
The Monstah Mash June 2013 - Present
College of the Holy Cross September 2012 - May 2015
College of the Holy Cross September 2011 - May 2015
M3 Advisory Group April 2012 - April 2015
Fidelity Investments May 2014 - August 2014
Private Wealth Management Group, LLC January 2014 - April 2014
The Daily Player March 2013 - February 2014
The Worcester Business Journal May 2013 - July 2013
She's Game Sports December 2012 - June 2013
Skills
Microsoft Word, Blogger, Research, Tutoring, Writing, Sports Writing, Microsoft Excel, Training, PowerPoint, Wordpress, Analysis, Stock Market Analysis, Microsoft Office, Public Speaking, Economics Writing, HTML coding, Web Design
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), English, Economics
Dover Sherborn Regional High School 2007 — 2011
High School
Eze Software Group July 2015 - Present
The Monstah Mash June 2013 - Present
College of the Holy Cross September 2012 - May 2015
College of the Holy Cross September 2011 - May 2015
M3 Advisory Group April 2012 - April 2015
Fidelity Investments May 2014 - August 2014
Private Wealth Management Group, LLC January 2014 - April 2014
The Daily Player March 2013 - February 2014
The Worcester Business Journal May 2013 - July 2013
She's Game Sports December 2012 - June 2013
Skills
Microsoft Word, Blogger, Research, Tutoring, Writing, Sports Writing, Microsoft Excel, Training, PowerPoint, Wordpress, Analysis, Stock Market Analysis, Microsoft Office, Public Speaking, Economics Writing, HTML coding, Web Design
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), English, Economics
Dover Sherborn Regional High School 2007 — 2011
High School
Joseph Matthew Joseph Matthew's Fidelity Investments Experience January 2007 - November 2007
Job Application SME at TMobile
Industry Telecommunications
Experience
T-Mobile December 2014 - Present
T-Mobile January 2014 - December 2014
T-Mobile February 2011 - December 2013
T-Mobile November 2007 - January 2011
Fidelity Investments January 2007 - November 2007
EDS Group July 2001 - October 2006
Sabre Holdings March 1988 - June 2001
TEKsystems October 1997 - March 1998
Skills
Telecommunications, Wireless, GSM, Requirements Analysis, Testing, Unix, Mobile Devices, SQL, ITIL, IP, Business Analysis, QA Environment Support, Project Test Lead, Test Scripts, Desktop & Laptop Support, Desktop Application..., PC Troubleshooting, Systems Troubleshooting, HP Quality Center, Weblogic, Unix application..., Application..., Integration
Education
Collin County Community College 2011 — 2011
No degree, Systems Security class
Tarrant County Community College 2006 — 2007
No degree, Unix class (Sun Solaris OS)
Iowa State University
B.S. in Industrial Technology with Teaching certification, Material Processing, Electronics, Graphics/Printing Technology, Industrial Training, Secondary Ed.
T-Mobile December 2014 - Present
T-Mobile January 2014 - December 2014
T-Mobile February 2011 - December 2013
T-Mobile November 2007 - January 2011
Fidelity Investments January 2007 - November 2007
EDS Group July 2001 - October 2006
Sabre Holdings March 1988 - June 2001
TEKsystems October 1997 - March 1998
Skills
Telecommunications, Wireless, GSM, Requirements Analysis, Testing, Unix, Mobile Devices, SQL, ITIL, IP, Business Analysis, QA Environment Support, Project Test Lead, Test Scripts, Desktop & Laptop Support, Desktop Application..., PC Troubleshooting, Systems Troubleshooting, HP Quality Center, Weblogic, Unix application..., Application..., Integration
Education
Collin County Community College 2011 — 2011
No degree, Systems Security class
Tarrant County Community College 2006 — 2007
No degree, Unix class (Sun Solaris OS)
Iowa State University
B.S. in Industrial Technology with Teaching certification, Material Processing, Electronics, Graphics/Printing Technology, Industrial Training, Secondary Ed.
Keith Wallin Keith Wallin's Fidelity Investments Experience 2005 - December 2007
Job Global HRIS HCM Services Leader/Expert
Industry Information Technology and Services
Experience
Wallin HRIS HCM Consulting April 2015 - Present
Boehringer Ingelheim Pharmaceuticals May 2009 - September 2014
Fidelity Investments 2005 - December 2007
Fidelity Investments 1999 - 2005
Fidelity Investments March 1997 - 1999
U S WEST Communications, Inc. 1992 - March 1997
U S WEST Communications, Inc. 1991 - 1992
U S WEST Communications, Inc. 1988 - 1991
U S WEST Communications, Inc. 1985 - 1988
Skills
HRIS, Talent Management, Business Analysis, Management, SDLC, PMP, Vendor Management, Business Process..., Change Management, Project Portfolio..., Outsourcing, Learning Management, HCM, Software Implementation, HRIS Management, Customer Service, HRO, HR Transformation, Customer Relations, Payroll, Learning Management..., People Development, Stakeholder Management, Business Process..., Risk Management, Software Project..., Payroll Software, PeopleSoft HRMS, SuccessFactors, Oracle HRMS, Taleo, SumTotal, Plateau Systems, Business Process Design, BPO, Business Process..., Process Development, Team Leadership, Global Management, Global Operations, People Management, Enterprise Software, Global Delivery, Marketing Management, Business Economics, Econometric Modeling, Department Budgeting, Program Management, IT Project & Program..., Leadership
Education
University of Colorado at Denver, MBA 1988 — 1990
MBA, Marketing
Colorado State University 1983 — 1985
M.S., Economics
Colorado State University 1978 — 1982
B.S., Economics
Wallin HRIS HCM Consulting April 2015 - Present
Boehringer Ingelheim Pharmaceuticals May 2009 - September 2014
Fidelity Investments 2005 - December 2007
Fidelity Investments 1999 - 2005
Fidelity Investments March 1997 - 1999
U S WEST Communications, Inc. 1992 - March 1997
U S WEST Communications, Inc. 1991 - 1992
U S WEST Communications, Inc. 1988 - 1991
U S WEST Communications, Inc. 1985 - 1988
Skills
HRIS, Talent Management, Business Analysis, Management, SDLC, PMP, Vendor Management, Business Process..., Change Management, Project Portfolio..., Outsourcing, Learning Management, HCM, Software Implementation, HRIS Management, Customer Service, HRO, HR Transformation, Customer Relations, Payroll, Learning Management..., People Development, Stakeholder Management, Business Process..., Risk Management, Software Project..., Payroll Software, PeopleSoft HRMS, SuccessFactors, Oracle HRMS, Taleo, SumTotal, Plateau Systems, Business Process Design, BPO, Business Process..., Process Development, Team Leadership, Global Management, Global Operations, People Management, Enterprise Software, Global Delivery, Marketing Management, Business Economics, Econometric Modeling, Department Budgeting, Program Management, IT Project & Program..., Leadership
Education
University of Colorado at Denver, MBA 1988 — 1990
MBA, Marketing
Colorado State University 1983 — 1985
M.S., Economics
Colorado State University 1978 — 1982
B.S., Economics
Conelius Newton's Fidelity Investments Experience September 2015 - Present
Job Help Desk Specialist at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments September 2015 - Present
Kapsch TrafficCom Argentina March 2015 - September 2015
PC Repair & Customs January 2014 - September 2015
Gables Residential September 2014 - March 2015
Frito Lay December 2012 - July 2014
Skills
Remote Desktop, Command Prompt, Computer Hardware, Computer Security, Software, Troubleshooting, Powershell, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Collin County Community College 2014 — 2015
Certificate, Computer Network Technology Software (MCITP Server, Administrator), 3.5
Collin County Community College
Associate's Degree, Computer Networking Technology, 3.5
Fidelity Investments September 2015 - Present
Kapsch TrafficCom Argentina March 2015 - September 2015
PC Repair & Customs January 2014 - September 2015
Gables Residential September 2014 - March 2015
Frito Lay December 2012 - July 2014
Skills
Remote Desktop, Command Prompt, Computer Hardware, Computer Security, Software, Troubleshooting, Powershell, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Collin County Community College 2014 — 2015
Certificate, Computer Network Technology Software (MCITP Server, Administrator), 3.5
Collin County Community College
Associate's Degree, Computer Networking Technology, 3.5
Tolani Laguda's Fidelity Investments Experience 2015 - Present
Job Recruiter at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments 2008 - Present
Fidelity Investments June 2014 - June 2015
LEATHERWORLD June 2013 - April 2014
Fidelity Investments 2006 - 2008
Citi July 2003 - October 2005
Skills
Retirement, 401k, Investments, Financial Services, Relationship Management, Banking, Customer Service, Employee Benefits, Sales, Retirement Planning, Human Resources, Investment Management, Defined Contribution, Finance, Management, Team Building, Team Leadership
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration (BBA), ORGANIZATIONAL BEHAVIOR AND HUMAN RESOURCES MANAGEMENT
Collin County Community College 2001 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Lagos State University 1998 — 2000
Diploma, Labor Management and Industrial Relations
Fidelity Investments 2015 - Present
Fidelity Investments 2008 - Present
Fidelity Investments June 2014 - June 2015
LEATHERWORLD June 2013 - April 2014
Fidelity Investments 2006 - 2008
Citi July 2003 - October 2005
Skills
Retirement, 401k, Investments, Financial Services, Relationship Management, Banking, Customer Service, Employee Benefits, Sales, Retirement Planning, Human Resources, Investment Management, Defined Contribution, Finance, Management, Team Building, Team Leadership
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration (BBA), ORGANIZATIONAL BEHAVIOR AND HUMAN RESOURCES MANAGEMENT
Collin County Community College 2001 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Lagos State University 1998 — 2000
Diploma, Labor Management and Industrial Relations
Sarah Versluis Sarah Versluis's Fidelity Investments Experience August 2015 - Present
Job Colorado Mesa University
Industry Real Estate
Experience
Fidelity Investments August 2015 - Present
Abstract & Title Co. February 2015 - Present
Colorado Mesa University August 2011 - May 2015
Mesa Jewelers March 2013 - February 2015
Fidelity National Title September 2014 - December 2014
Johnny Carino's September 2012 - March 2013
Famous Dave's of America May 2012 - October 2012
Domino's Pizza July 2011 - May 2012
Nick n Willys July 2009 - July 2011
Grand Junction Oral Surgery June 2008 - October 2009
Skills
Time Management, Leadership, Team Leadership, Sales, Data Entry, Microsoft Office, Customer Service, Research, Public Speaking, Data Analysis, Marketing, Access, Accounts Payable, Critical Thinking, Social Media, Management, Inventory Management, Supervisory Skills, Strategic Planning, Facebook, SAP
Education
Colorado Mesa University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Land/Energy Management, 3.6 (out of 4.0)
Grand Junction High School 2007 — 2011
Fidelity Investments August 2015 - Present
Abstract & Title Co. February 2015 - Present
Colorado Mesa University August 2011 - May 2015
Mesa Jewelers March 2013 - February 2015
Fidelity National Title September 2014 - December 2014
Johnny Carino's September 2012 - March 2013
Famous Dave's of America May 2012 - October 2012
Domino's Pizza July 2011 - May 2012
Nick n Willys July 2009 - July 2011
Grand Junction Oral Surgery June 2008 - October 2009
Skills
Time Management, Leadership, Team Leadership, Sales, Data Entry, Microsoft Office, Customer Service, Research, Public Speaking, Data Analysis, Marketing, Access, Accounts Payable, Critical Thinking, Social Media, Management, Inventory Management, Supervisory Skills, Strategic Planning, Facebook, SAP
Education
Colorado Mesa University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Land/Energy Management, 3.6 (out of 4.0)
Grand Junction High School 2007 — 2011
Daniel Wall, PMP's Fidelity Investments Experience August 2013 - December 2013
Job Advanced Implementation Coordinator at JHA
Industry Financial Services
Experience
Jack Henry & Associates / ProfitStars July 2014 - Present
Tech Mahindra May 2014 - July 2014
Fidelity Investments August 2013 - December 2013
Fidelity Investments November 2012 - May 2013
NEC 2010 - 2012
ABeam Consulting (USA) 2008 - 2010
Carestream Health 2007 - 2008
Eastman Kodak 2001 - 2007
Efficient Networks Inc 2000 - 2001
Siemens Corporation 1999 - 2000
Skills
P2P, ERP Implementations, Motivation, Training, Business Process..., ISO, FDA GMP, Strategic Planning, Manufacturing..., Design for Manufacturing, PMP, Purchasing Processes, Cross-functional Team..., Medical Devices, SaaS, Process Improvement, Leadership, Project Management, ERP, SAP, SAP ERP, Program Management, Contract Negotiation, SAP MM, Six Sigma, Quality Assurance, MS Project, Software Documentation, Testing, Management, Change Management, Procurement, Project Planning, Continuous Improvement, Manufacturing, Supply Chain, SharePoint, Analysis, Team Leadership, Business Process, Integration, Product Management, Product Development, Agile Methodologies, Operations Management, Requirements Gathering, Risk Management, Materials Management, Vendor Management, Project Portfolio...
Education
PMI 2012 — 2018
PMP, Project Management
Collin County Community College 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Genesee Community College
Associate of Arts and Sciences (AAS), Business
Jack Henry & Associates / ProfitStars July 2014 - Present
Tech Mahindra May 2014 - July 2014
Fidelity Investments August 2013 - December 2013
Fidelity Investments November 2012 - May 2013
NEC 2010 - 2012
ABeam Consulting (USA) 2008 - 2010
Carestream Health 2007 - 2008
Eastman Kodak 2001 - 2007
Efficient Networks Inc 2000 - 2001
Siemens Corporation 1999 - 2000
Skills
P2P, ERP Implementations, Motivation, Training, Business Process..., ISO, FDA GMP, Strategic Planning, Manufacturing..., Design for Manufacturing, PMP, Purchasing Processes, Cross-functional Team..., Medical Devices, SaaS, Process Improvement, Leadership, Project Management, ERP, SAP, SAP ERP, Program Management, Contract Negotiation, SAP MM, Six Sigma, Quality Assurance, MS Project, Software Documentation, Testing, Management, Change Management, Procurement, Project Planning, Continuous Improvement, Manufacturing, Supply Chain, SharePoint, Analysis, Team Leadership, Business Process, Integration, Product Management, Product Development, Agile Methodologies, Operations Management, Requirements Gathering, Risk Management, Materials Management, Vendor Management, Project Portfolio...
Education
PMI 2012 — 2018
PMP, Project Management
Collin County Community College 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Genesee Community College
Associate of Arts and Sciences (AAS), Business
Alyssa Morris Alyssa Morris's Fidelity Investments Experience September 2015 - Present
Job College Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
University of Texas at Dallas August 2013 - August 2015
Wells Fargo July 2014 - May 2015
Target February 2014 - July 2014
Target April 2013 - February 2014
RailWorks Corporation May 2012 - December 2012
jcpenney June 2010 - May 2012
Albertsons May 2008 - June 2010
Skills
Customer Service, Editing, Photography, Telephone Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Leadership, Time Management, Teamwork, Sales, Critical Thinking, Administrative..., Cashiering, Office Administration, Spreadsheets, Inventory Control, Social Networking, Project Planning, Management, Inventory Management
Education
The University of Texas at Dallas - School of Management 2013 — 2015
Bachelor's degree, Corporate Finance and Accounting
Collin County Community College 2010 — 2013
Associate of Science (AS), Business Administration and Management, General
Fidelity Investments September 2015 - Present
University of Texas at Dallas August 2013 - August 2015
Wells Fargo July 2014 - May 2015
Target February 2014 - July 2014
Target April 2013 - February 2014
RailWorks Corporation May 2012 - December 2012
jcpenney June 2010 - May 2012
Albertsons May 2008 - June 2010
Skills
Customer Service, Editing, Photography, Telephone Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Leadership, Time Management, Teamwork, Sales, Critical Thinking, Administrative..., Cashiering, Office Administration, Spreadsheets, Inventory Control, Social Networking, Project Planning, Management, Inventory Management
Education
The University of Texas at Dallas - School of Management 2013 — 2015
Bachelor's degree, Corporate Finance and Accounting
Collin County Community College 2010 — 2013
Associate of Science (AS), Business Administration and Management, General
Kristopher Lusk Kristopher Lusk's Fidelity Investments Experience June 2004 - August 2004
Job Senior Systems Analyst at Mercer
Industry Information Technology and Services
Experience
Mercer October 2006 - Present
Brit Systems December 2005 - September 2006
Accenture November 2004 - October 2005
Fidelity Investments June 2004 - August 2004
Skills
Databases, Testing, Business Analysis, Programming, SQL, Java, SharePoint, Visio, Data Analysis, Systems Analysis, Software Documentation, Oracle, Requirements Gathering, Access, COBOL, SDLC, Requirements Analysis, Software Analysis, Software Programming, HRIS, System Implementations, Health & Welfare..., Employee Benefits, Benefits Administration, Application Support, Software Quality..., Project Management, Payroll, JCL, Eclipse, Unit Testing, Training, Peer Mentoring, Outsourcing, Software Development...
Education
University of North Texas 1999 — 2003
Bachelor of Science (B.S.), Business Computer Information Systems
Collin County Community College
Continuing Education, Computer Programming
Mercer October 2006 - Present
Brit Systems December 2005 - September 2006
Accenture November 2004 - October 2005
Fidelity Investments June 2004 - August 2004
Skills
Databases, Testing, Business Analysis, Programming, SQL, Java, SharePoint, Visio, Data Analysis, Systems Analysis, Software Documentation, Oracle, Requirements Gathering, Access, COBOL, SDLC, Requirements Analysis, Software Analysis, Software Programming, HRIS, System Implementations, Health & Welfare..., Employee Benefits, Benefits Administration, Application Support, Software Quality..., Project Management, Payroll, JCL, Eclipse, Unit Testing, Training, Peer Mentoring, Outsourcing, Software Development...
Education
University of North Texas 1999 — 2003
Bachelor of Science (B.S.), Business Computer Information Systems
Collin County Community College
Continuing Education, Computer Programming
Kate Balch's Fidelity Investments Experience April 2015 - Present
Job Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments April 2015 - Present
Brown Brothers Harriman August 2013 - Present
Shadow PR June 2012 - August 2012
Crunch Brand Communications June 2010 - August 2010
Skills
Facebook, Social Media, Cision, PowerPoint, Event Planning, Blogging, Microsoft Excel, Social Media Marketing, Microsoft Office, Public Relations, Microsoft Word
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts
Clinton Central High School 2005 — 2009
Fidelity Investments April 2015 - Present
Brown Brothers Harriman August 2013 - Present
Shadow PR June 2012 - August 2012
Crunch Brand Communications June 2010 - August 2010
Skills
Facebook, Social Media, Cision, PowerPoint, Event Planning, Blogging, Microsoft Excel, Social Media Marketing, Microsoft Office, Public Relations, Microsoft Word
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts
Clinton Central High School 2005 — 2009
Yashashwini Ramamurthy's Fidelity Investments Experience July 2013 - June 2014
Job Data Analytics Graduate Candidate at University of Texas at Arlington
Industry Information Technology and Services
Experience
Orchestra Technology July 2014 - December 2014
Fidelity Investments July 2013 - June 2014
Professional Leadership Program June 2012 - May 2013
Learning Center-UNT August 2011 - August 2012
Aishwarya Bollywood School August 2010 - June 2012
Skills
Java, C, MS Project, MS Access, Excel, HTML, SQL, Web Design, C++, Servlets, JSP, Photoshop, Access, Microsoft Excel, COBOL, Project Management, Leadership, Team Leadership, Program Management, Software Development, Management, Web Development, Data Analysis, Databases, Teaching, Customer Service, Windows, Programming, PowerPoint, Visual Basic, SharePoint
Education
The University of Texas at Arlington 2015 — 2016
Master’s Degree, Data Analytics
University of North Texas 2010 — 2013
Bachelor’s Degree, Business Computer Information Systems, GPA 3.91 out of 4.00
Collin County Community College 2009 — 2010
Bachelor of Science (BS)
Orchestra Technology July 2014 - December 2014
Fidelity Investments July 2013 - June 2014
Professional Leadership Program June 2012 - May 2013
Learning Center-UNT August 2011 - August 2012
Aishwarya Bollywood School August 2010 - June 2012
Skills
Java, C, MS Project, MS Access, Excel, HTML, SQL, Web Design, C++, Servlets, JSP, Photoshop, Access, Microsoft Excel, COBOL, Project Management, Leadership, Team Leadership, Program Management, Software Development, Management, Web Development, Data Analysis, Databases, Teaching, Customer Service, Windows, Programming, PowerPoint, Visual Basic, SharePoint
Education
The University of Texas at Arlington 2015 — 2016
Master’s Degree, Data Analytics
University of North Texas 2010 — 2013
Bachelor’s Degree, Business Computer Information Systems, GPA 3.91 out of 4.00
Collin County Community College 2009 — 2010
Bachelor of Science (BS)
Melissa LaCoste Melissa LaCoste's Fidelity Investments Experience 2015 - Present
Job Student at College of the Holy Cross
Industry
Experience
Fidelity Investments 2015 - Present
C&S Wholesale Grocers May 2014 - August 2014
Skills
Time Management, Leadership, Economics, Microsoft Office, Teamwork
Education
College of the Holy Cross 2012 — 2016
Economics
Bishop Guertin High School 2009 — 2012
College Preparatory
Fidelity Investments 2015 - Present
C&S Wholesale Grocers May 2014 - August 2014
Skills
Time Management, Leadership, Economics, Microsoft Office, Teamwork
Education
College of the Holy Cross 2012 — 2016
Economics
Bishop Guertin High School 2009 — 2012
College Preparatory
Andrew Liss Andrew Liss's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Banking
Experience
Fidelity Investments June 2014 - Present
R April 2012 - June 2014
Bank of America November 2010 - April 2012
AT&T April 2008 - April 2009
Skills
Sales Techniques, Financial Management, Managerial Experience, Strategy, Banking, Sales, Training, Product Marketing, Finance, Employee Training, Investments, Loans, Customer Service, Financial Analysis, Leadership, Portfolio Management, Team Leadership, Risk Management
Education
The University of Texas at Dallas - School of Management 2008 — 2011
Business Administration, Business, Marketing
Collin County Community College 2006 — 2008
Associates, Science
Fidelity Investments June 2014 - Present
R April 2012 - June 2014
Bank of America November 2010 - April 2012
AT&T April 2008 - April 2009
Skills
Sales Techniques, Financial Management, Managerial Experience, Strategy, Banking, Sales, Training, Product Marketing, Finance, Employee Training, Investments, Loans, Customer Service, Financial Analysis, Leadership, Portfolio Management, Team Leadership, Risk Management
Education
The University of Texas at Dallas - School of Management 2008 — 2011
Business Administration, Business, Marketing
Collin County Community College 2006 — 2008
Associates, Science
Matt Northrop's Fidelity Investments Experience July 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - June 2015
Edward Jones July 2012 - February 2014
Sudden Industries August 2009 - February 2012
Studio One Networks January 2008 - August 2009
Camp America January 2006 - July 2006
Camp America February 2003 - January 2006
Skills
Business Strategy, Social Media Marketing, Digital Strategy, Mutual Funds, Retirement Plan..., Estate Considerations, 529 Plans, Business Retirement..., Roth and Traditional..., Strategic Planning, Debt Management, Fixed-Income Investments
Education
EMLYON Business School 2006 — 2007
Master of Business Administration (M.B.A.), Managing Market Driven Companies
HEC Montréal 2006 — 2006
MBA, Academic Exchange
Colorado College 1998 — 2002
Bachelor’s Degree, International Political Economy
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - June 2015
Edward Jones July 2012 - February 2014
Sudden Industries August 2009 - February 2012
Studio One Networks January 2008 - August 2009
Camp America January 2006 - July 2006
Camp America February 2003 - January 2006
Skills
Business Strategy, Social Media Marketing, Digital Strategy, Mutual Funds, Retirement Plan..., Estate Considerations, 529 Plans, Business Retirement..., Roth and Traditional..., Strategic Planning, Debt Management, Fixed-Income Investments
Education
EMLYON Business School 2006 — 2007
Master of Business Administration (M.B.A.), Managing Market Driven Companies
HEC Montréal 2006 — 2006
MBA, Academic Exchange
Colorado College 1998 — 2002
Bachelor’s Degree, International Political Economy
David Ybarra David Ybarra's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Buckle October 2014 - March 2015
Division IV, Inc. February 2007 - October 2014
Thompson Valley Liquor June 2011 - August 2012
Starbucks August 2006 - March 2007
Skills
Construction, Contract Management, Construction Management, Contractors, Process Scheduler, Procurement, Project Bidding, Project Planning, Customer Service, Project Management, Subcontracting, Microsoft Office, Budgets, Commercial Management, Project Estimation, Sales, Microsoft Excel, Value Engineering
Education
Colorado State University 2012 — 2014
Bachelor of Science (BS), Finance
Front Range Community College 2007 — 2009
Associate of Arts (AA), General Studies
Fidelity Investments March 2015 - Present
Buckle October 2014 - March 2015
Division IV, Inc. February 2007 - October 2014
Thompson Valley Liquor June 2011 - August 2012
Starbucks August 2006 - March 2007
Skills
Construction, Contract Management, Construction Management, Contractors, Process Scheduler, Procurement, Project Bidding, Project Planning, Customer Service, Project Management, Subcontracting, Microsoft Office, Budgets, Commercial Management, Project Estimation, Sales, Microsoft Excel, Value Engineering
Education
Colorado State University 2012 — 2014
Bachelor of Science (BS), Finance
Front Range Community College 2007 — 2009
Associate of Arts (AA), General Studies
Josh Kocman Josh Kocman's Fidelity Investments Experience January 2013 - Present
Job Principal Regional Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - Present
Barclays Capital September 2008 - January 2013
Lehman Brothers 2004 - 2008
Quiznos 2003 - February 2004
Colorado State University 2001 - 2002
Skills
Remote Access, Active Directory, Blackberry, Disaster Recovery, Deployment, Windows, Good for Enterprise, Scripting, Visual Basic, Powershell, Citrix, Microsoft Office, HP Openview, Project Planning, Project Implementation, Team Leadership, Technical Leadership, Technical Analysis, TCP/IP, VPN, Wireless Networking, Mobile Applications, Mobile Devices, VMware
Education
Colorado State University 1998 — 2002
Bachelor of Science, Business Administration>Computer Information Systems
Fidelity Investments January 2013 - Present
Barclays Capital September 2008 - January 2013
Lehman Brothers 2004 - 2008
Quiznos 2003 - February 2004
Colorado State University 2001 - 2002
Skills
Remote Access, Active Directory, Blackberry, Disaster Recovery, Deployment, Windows, Good for Enterprise, Scripting, Visual Basic, Powershell, Citrix, Microsoft Office, HP Openview, Project Planning, Project Implementation, Team Leadership, Technical Leadership, Technical Analysis, TCP/IP, VPN, Wireless Networking, Mobile Applications, Mobile Devices, VMware
Education
Colorado State University 1998 — 2002
Bachelor of Science, Business Administration>Computer Information Systems
Raphael Nzirubusa Raphael Nzirubusa's Fidelity Investments Experience November 2007 - May 2008
Job Capital Market/Securities Data Management at J.P.Morgan Asset Management
Industry Capital Markets
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan September 2010 - January 2015
Deutsche Bank July 2009 - September 2010
Deutsche Bank 2008 - 2009
Fidelity Investments November 2007 - May 2008
Standard & Poor's October 2006 - November 2007
Standard & Poor's, Division of McGraw-Hill Companies February 2005 - October 2006
Standard & Poor's, Division of McGraw-Hill Companies April 2003 - February 2005
Skills
Market Data, Equities, Reference Data, Investment Banking, Financial Markets, Capital Markets, Financial Services, Derivatives, Fixed Income, Securities, Corporate Actions, Strategy, Vendor Management, Trading, Hedge Funds, Equity Research, Relationship Management, Bloomberg, Leadership, Risk Management, CRM, Analysis, Analytics, Finance, Product Management, Management, Trading Systems
Education
Colorado State University 1999 — 2001
MBA
Colorado State University 1993 — 1995
MS, Resource Economics
University of Burundi-Higher Institute of Agriculture 1985 — 1989
Industrial Engineering, Ag. Production
College Du Saint-Esprit 1978 — 1984
HS
J.P. Morgan January 2015 - Present
J.P. Morgan September 2010 - January 2015
Deutsche Bank July 2009 - September 2010
Deutsche Bank 2008 - 2009
Fidelity Investments November 2007 - May 2008
Standard & Poor's October 2006 - November 2007
Standard & Poor's, Division of McGraw-Hill Companies February 2005 - October 2006
Standard & Poor's, Division of McGraw-Hill Companies April 2003 - February 2005
Skills
Market Data, Equities, Reference Data, Investment Banking, Financial Markets, Capital Markets, Financial Services, Derivatives, Fixed Income, Securities, Corporate Actions, Strategy, Vendor Management, Trading, Hedge Funds, Equity Research, Relationship Management, Bloomberg, Leadership, Risk Management, CRM, Analysis, Analytics, Finance, Product Management, Management, Trading Systems
Education
Colorado State University 1999 — 2001
MBA
Colorado State University 1993 — 1995
MS, Resource Economics
University of Burundi-Higher Institute of Agriculture 1985 — 1989
Industrial Engineering, Ag. Production
College Du Saint-Esprit 1978 — 1984
HS
Jeanna Frawley's Fidelity Investments Experience June 2005 - March 2006
Job Sr Business Sytems Analyst, Share Point Collaboration Analysis
Industry Information Technology and Services
Experience
A Financial Services Company August 2015 - Present
Eaton Vance April 2006 - September 2015
Fidelity Investments June 2005 - March 2006
Century Bank February 2001 - June 2005
Fleet Bank 1997 - 2000
Skills
Business Analysis, Project Management, Integration, Risk Management, Requirements Analysis, Software Documentation, Financial Services, Visio, Management, Requirements Gathering, Program Management, IT Strategy, SDLC, Mutual Funds, Disaster Recovery, Fixed Income, Leadership, Investments, Equities, Technical Support, Service Level Management, Capacity Planning, Capacity Assessment, Functional..., Business Process..., Databases, Data Warehousing, Data Warehouse..., SharePoint, Volunteer Management, Volunteer Recruiting, SDL, Wiki Development, Wikis, ShareP, IT Operations, Equi, Fixe, Commercial Lending, Quality Assurance, Microsoft Excel, SQL Server Management..., SQL
Education
Northeastern University 1994 — 1996
Graduate Certificate Program Information Management, Information Science/Studies
Harvard University Extension 1992 — 1992
Graduate Adult Education, Non-Profit/Public/Organizational Management
Colorado State University 1979 — 1983
BS, Agr.Business and Finance
A Financial Services Company August 2015 - Present
Eaton Vance April 2006 - September 2015
Fidelity Investments June 2005 - March 2006
Century Bank February 2001 - June 2005
Fleet Bank 1997 - 2000
Skills
Business Analysis, Project Management, Integration, Risk Management, Requirements Analysis, Software Documentation, Financial Services, Visio, Management, Requirements Gathering, Program Management, IT Strategy, SDLC, Mutual Funds, Disaster Recovery, Fixed Income, Leadership, Investments, Equities, Technical Support, Service Level Management, Capacity Planning, Capacity Assessment, Functional..., Business Process..., Databases, Data Warehousing, Data Warehouse..., SharePoint, Volunteer Management, Volunteer Recruiting, SDL, Wiki Development, Wikis, ShareP, IT Operations, Equi, Fixe, Commercial Lending, Quality Assurance, Microsoft Excel, SQL Server Management..., SQL
Education
Northeastern University 1994 — 1996
Graduate Certificate Program Information Management, Information Science/Studies
Harvard University Extension 1992 — 1992
Graduate Adult Education, Non-Profit/Public/Organizational Management
Colorado State University 1979 — 1983
BS, Agr.Business and Finance
Andrew Killinger's Fidelity Investments Experience June 2012 - Present
Job Principal Software Engineer / Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2012 - Present
Pfizer Pharmaceuticals March 2009 - June 2012
Pfizer July 2008 - June 2012
Pfizer January 2006 - June 2008
Pfizer May 2000 - April 2006
Colorado State University May 1998 - September 1999
Colorado State University September 1993 - April 1998
Skills
Scala, Amazon Web Services, Lisp, Automation, Agile, XML, Software Development, Web Services, Databases, Application Design, Hibernate, Database Design, OOP, Programming, Eclipse, Java, SQL, Swing, J2EE, Linux, SOA, Windows, Visual Basic, PL/SQL, JavaScript, Unix, Architecture, Requirements Analysis, Software Project..., Data Modeling, HTML, SOAP, Integration, SDLC
Education
Rensselaer Polytechnic Institute at Hartford 2002 — 2006
Masters, Computer Science
Colorado State University 1988 — 1993
Bachelors, Mechanical Engineering
Fidelity Investments June 2012 - Present
Pfizer Pharmaceuticals March 2009 - June 2012
Pfizer July 2008 - June 2012
Pfizer January 2006 - June 2008
Pfizer May 2000 - April 2006
Colorado State University May 1998 - September 1999
Colorado State University September 1993 - April 1998
Skills
Scala, Amazon Web Services, Lisp, Automation, Agile, XML, Software Development, Web Services, Databases, Application Design, Hibernate, Database Design, OOP, Programming, Eclipse, Java, SQL, Swing, J2EE, Linux, SOA, Windows, Visual Basic, PL/SQL, JavaScript, Unix, Architecture, Requirements Analysis, Software Project..., Data Modeling, HTML, SOAP, Integration, SDLC
Education
Rensselaer Polytechnic Institute at Hartford 2002 — 2006
Masters, Computer Science
Colorado State University 1988 — 1993
Bachelors, Mechanical Engineering
Gary Desrochers's Fidelity Investments Experience December 1997 - April 2011
Job Programmer
Industry Computer Software
Experience
BIQ, LLC 2011 - Present
Fidelity Investments December 1997 - April 2011
Fidelity Investments December 1997 - April 2003
Geac/Fasfax Corporation August 1993 - December 1997
Skills
Agile Methodologies, Websphere, Software Development, Java, SDLC, Java Enterprise Edition, Spring, Web Services, Software Project..., Unix, Requirements Analysis, XML, SQL, ClearCase, Sybase, Oracle, SOA, Application Architecture, Hibernate, Waterfall, Tomcat, JSP, JavaScript, Eclipse
Education
Colorado School of Mines 1989 — 1993
BS, Computer Science
BIQ, LLC 2011 - Present
Fidelity Investments December 1997 - April 2011
Fidelity Investments December 1997 - April 2003
Geac/Fasfax Corporation August 1993 - December 1997
Skills
Agile Methodologies, Websphere, Software Development, Java, SDLC, Java Enterprise Edition, Spring, Web Services, Software Project..., Unix, Requirements Analysis, XML, SQL, ClearCase, Sybase, Oracle, SOA, Application Architecture, Hibernate, Waterfall, Tomcat, JSP, JavaScript, Eclipse
Education
Colorado School of Mines 1989 — 1993
BS, Computer Science
robert platz's Fidelity Investments Experience December 1996 - October 1997
Job Web Developer at Massachusetts Convention Center Authority
Industry Business Supplies and Equipment
Experience
Massachusetts Convention Center Authority November 2010 - Present
Staples Inc August 2006 - February 2009
Health Management Resources November 2003 - August 2006
HR Integration Systems August 1999 - November 2003
Biz2Net October 1998 - August 1999
Digital Corporation April 1998 - October 1998
Fidelity Investments December 1996 - October 1997
Fidelity Investments April 1996 - December 1996
The Hanover Insurance Group August 1995 - April 1996
The Dodge Group August 1993 - August 1995
Skills
.net, Microsoft SQL Server, Databases, XML, SDLC, ASP.NET, JavaScript, Unix, Java, Oracle, HTML, Visual Basic, Web Applications, Access, Crystal Reports, DB2, Web Development
Education
New Horizons 2010 — 2010
MCTS, ASP.NET & ADO.NET
Framingham State College 1985 — 1995
Bachelor's degree, Computer Science
Colorado Mesa University 1982 — 1984
Framingham State University
Degree: Bachelor of Science, Computer Science
Massachusetts Convention Center Authority November 2010 - Present
Staples Inc August 2006 - February 2009
Health Management Resources November 2003 - August 2006
HR Integration Systems August 1999 - November 2003
Biz2Net October 1998 - August 1999
Digital Corporation April 1998 - October 1998
Fidelity Investments December 1996 - October 1997
Fidelity Investments April 1996 - December 1996
The Hanover Insurance Group August 1995 - April 1996
The Dodge Group August 1993 - August 1995
Skills
.net, Microsoft SQL Server, Databases, XML, SDLC, ASP.NET, JavaScript, Unix, Java, Oracle, HTML, Visual Basic, Web Applications, Access, Crystal Reports, DB2, Web Development
Education
New Horizons 2010 — 2010
MCTS, ASP.NET & ADO.NET
Framingham State College 1985 — 1995
Bachelor's degree, Computer Science
Colorado Mesa University 1982 — 1984
Framingham State University
Degree: Bachelor of Science, Computer Science
Shannon Keesee's Fidelity Investments Experience July 2005 - November 2007
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Chatfield College September 2011 - Present
Mercy Montessori Center September 2004 - Present
Education at Work January 2013 - May 2013
Mom Corps Cincinnati September 2011 - October 2012
Fidelity Investments July 2005 - November 2007
Credit Suisse May 2004 - December 2004
William Blair & Company October 1999 - February 2002
Scudder Investments/Deutsche Bank September 1991 - September 1999
Skills
Marketing Communications, Relationship Management, Sales, Strategy, Marketing, Business Development, CRM, Management, Marketing Strategy, Leadership, Program Management
Education
University of Cincinnati College of Business 1995 — 1996
MBA
College of the Holy Cross 1987 — 1991
BA
Chatfield College September 2011 - Present
Mercy Montessori Center September 2004 - Present
Education at Work January 2013 - May 2013
Mom Corps Cincinnati September 2011 - October 2012
Fidelity Investments July 2005 - November 2007
Credit Suisse May 2004 - December 2004
William Blair & Company October 1999 - February 2002
Scudder Investments/Deutsche Bank September 1991 - September 1999
Skills
Marketing Communications, Relationship Management, Sales, Strategy, Marketing, Business Development, CRM, Management, Marketing Strategy, Leadership, Program Management
Education
University of Cincinnati College of Business 1995 — 1996
MBA
College of the Holy Cross 1987 — 1991
BA
Dusty Silvester's Fidelity Investments Experience September 2009 - Present
Job QA Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2009 - Present
Ingenix January 2007 - July 2009
Ceridian March 2005 - December 2007
JPMorgan Chase 2000 - 2006
Oracle Corporation 1997 - 1999
Education
Colorado College 1993 — 1997
Rowland Hall St. Mark's 1989 — 1993
Fidelity Investments September 2009 - Present
Ingenix January 2007 - July 2009
Ceridian March 2005 - December 2007
JPMorgan Chase 2000 - 2006
Oracle Corporation 1997 - 1999
Education
Colorado College 1993 — 1997
Rowland Hall St. Mark's 1989 — 1993
Rob Croak's Fidelity Investments Experience 2007 - 2008
Job Director of Financial Reporting at Bracebridge Capital LLC
Industry Accounting
Experience
Bracebridge Capital, LLC March 2008 - Present
Fidelity Investments 2007 - 2008
Investors Bank & Trust 2005 - 2007
Ernst & Young, LLP 1998 - 2005
Skills
Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Financial Statements, Sarbanes-Oxley Act, Investments, Internal Controls
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Economics/Accounting
Bracebridge Capital, LLC March 2008 - Present
Fidelity Investments 2007 - 2008
Investors Bank & Trust 2005 - 2007
Ernst & Young, LLP 1998 - 2005
Skills
Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Financial Statements, Sarbanes-Oxley Act, Investments, Internal Controls
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Economics/Accounting
Timothy Suffish CFA's Fidelity Investments Experience 1997 - 2001
Job Senior Vice President at St. Germain Investment Management
Industry Investment Management
Experience
St. Germain Investment Management March 2004 - Present
Banknorth Investment Management January 2001 - March 2004
Fidelity Investments 1997 - 2001
PwC 1994 - 1997
Skills
Portfolio Management, Asset Management, Equities, Investments, Alternative Investments, Asset Managment, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Masters in Accounting, Business, Accounting
College of the Holy Cross 1989 — 1993
BA, Mathematics
whs
St. Germain Investment Management March 2004 - Present
Banknorth Investment Management January 2001 - March 2004
Fidelity Investments 1997 - 2001
PwC 1994 - 1997
Skills
Portfolio Management, Asset Management, Equities, Investments, Alternative Investments, Asset Managment, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Masters in Accounting, Business, Accounting
College of the Holy Cross 1989 — 1993
BA, Mathematics
whs
Michael Emmons's Fidelity Investments Experience July 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Skills
Estate Planning, Finance, Asset Allocation, Banking, IRAs, Investment Management, Life Insurance, Loans, Wealth Management, Leadership
Education
College of the Holy Cross 1999 — 2003
BA, Mathematics, Russian
Fidelity Investments July 2013 - Present
Skills
Estate Planning, Finance, Asset Allocation, Banking, IRAs, Investment Management, Life Insurance, Loans, Wealth Management, Leadership
Education
College of the Holy Cross 1999 — 2003
BA, Mathematics, Russian
P.J. Schiano's Fidelity Investments Experience 2001 - 2002
Job Senior Account Director
Industry Printing
Experience
Arnold Printing June 2004 - Present
Touchstone Investments 2001 - 2004
Fidelity Investments 2001 - 2002
Skills
Sales Presentations, Sales, Territory Management, Series 63, New Business Development, Marketing Strategy, Direct Marketing, Relationship Management, Series 7, Color Management, Digital Printing, Print On Demand, Offset Printing, Wide Format Printing, Direct Mail, Variable Data Printing, Key Account Management
Education
College of the Holy Cross 1997 — 2001
Arnold Printing June 2004 - Present
Touchstone Investments 2001 - 2004
Fidelity Investments 2001 - 2002
Skills
Sales Presentations, Sales, Territory Management, Series 63, New Business Development, Marketing Strategy, Direct Marketing, Relationship Management, Series 7, Color Management, Digital Printing, Print On Demand, Offset Printing, Wide Format Printing, Direct Mail, Variable Data Printing, Key Account Management
Education
College of the Holy Cross 1997 — 2001
Marc DiJulia, CEBS's Fidelity Investments Experience March 2005 - Present
Job Senior Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2005 - Present
Fidelity Investments November 2000 - March 2005
Education
University of Pennsylvania - The Wharton School 2004 — 2006
CEBS, Certified Employee Benefits Specialist Program
College of the Holy Cross 1995 — 1999
Bachelor of Arts, Sociology
College of the Holy Cross 1995 — 1999
Wilmington High School 1991 — 1995
Fidelity Investments March 2005 - Present
Fidelity Investments November 2000 - March 2005
Education
University of Pennsylvania - The Wharton School 2004 — 2006
CEBS, Certified Employee Benefits Specialist Program
College of the Holy Cross 1995 — 1999
Bachelor of Arts, Sociology
College of the Holy Cross 1995 — 1999
Wilmington High School 1991 — 1995
Mary Ellen Murphy's Fidelity Investments Experience November 1993 - May 1999
Job Financial Services Professional
Industry Financial Services
Experience
Sixth Gear Solutions, Corp. June 2008 - October 2008
New York Stock Exchange May 1999 - November 2006
Fidelity Investments November 1993 - May 1999
Nassau Securities Inc. 1993 - October 1993
Tricon U.S.A. 1990 - 1992
Paine Webber Inc. 1987 - 1990
CIGNA Corp. 1985 - 1987
Skills
Analysis, Finance, Management, Accounting, Accounts Payable, Trading, Mergers & Acquisitions, General Ledger, Investments, Mutual Funds, Risk Management, Portfolio Management, Microsoft Excel, Equities, Financial Analysis, Customer Service
Education
Manhattan College
MBA, Finance
College of the Holy Cross
BA, Political Science
Sixth Gear Solutions, Corp. June 2008 - October 2008
New York Stock Exchange May 1999 - November 2006
Fidelity Investments November 1993 - May 1999
Nassau Securities Inc. 1993 - October 1993
Tricon U.S.A. 1990 - 1992
Paine Webber Inc. 1987 - 1990
CIGNA Corp. 1985 - 1987
Skills
Analysis, Finance, Management, Accounting, Accounts Payable, Trading, Mergers & Acquisitions, General Ledger, Investments, Mutual Funds, Risk Management, Portfolio Management, Microsoft Excel, Equities, Financial Analysis, Customer Service
Education
Manhattan College
MBA, Finance
College of the Holy Cross
BA, Political Science
Sally Geaney's Fidelity Investments Experience March 2003 - December 2007
Job Senior Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
Wells Fargo April 2010 - October 2012
Fidelity Investments March 2003 - December 2007
Fidelity Investments November 1993 - 2003
Fidelity Investments March 1993 - October 1993
MCI 1992 - 1993
American Express 1988 - 1992
Boston Direct 1986 - 1987
Epsilon 1985 - 1986
WearGuard 1982 - 1985
Skills
401k, Alternative Investments, Asset Allocation, Budgets, Call Centers, Business Strategy, Change Management, Customer Service, Financial Services, Insurance, Investments, Leadership, Management, Mutual Funds, Outsourcing, P, Program Management, Retail, Risk Management, Retirement Planning, Securities, Sales, Series 63, Strategic Planning, Series 7, Strategy, Wealth Management, Start-ups
Education
Harvard Business School 1987 — 1989
MBA
College of the Holy Cross 1977 — 1981
TIAA-CREF October 2012 - Present
Wells Fargo April 2010 - October 2012
Fidelity Investments March 2003 - December 2007
Fidelity Investments November 1993 - 2003
Fidelity Investments March 1993 - October 1993
MCI 1992 - 1993
American Express 1988 - 1992
Boston Direct 1986 - 1987
Epsilon 1985 - 1986
WearGuard 1982 - 1985
Skills
401k, Alternative Investments, Asset Allocation, Budgets, Call Centers, Business Strategy, Change Management, Customer Service, Financial Services, Insurance, Investments, Leadership, Management, Mutual Funds, Outsourcing, P, Program Management, Retail, Risk Management, Retirement Planning, Securities, Sales, Series 63, Strategic Planning, Series 7, Strategy, Wealth Management, Start-ups
Education
Harvard Business School 1987 — 1989
MBA
College of the Holy Cross 1977 — 1981
Paul Riley Jr., CFA's Fidelity Investments Experience June 2007 - October 2010
Job Sr. Category Merchant Manager at Amazon
Industry Internet
Experience
Amazon July 2015 - Present
G-51 Capital June 2014 - May 2015
World Fuel Services June 2014 - August 2014
MFS Investment Management November 2010 - May 2013
Fidelity Investments June 2007 - October 2010
Skills
Equities, Fixed Income, Financial Analysis, Valuation, Mutual Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Corporate Finance, Strategic Financial..., Bloomberg
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Amazon July 2015 - Present
G-51 Capital June 2014 - May 2015
World Fuel Services June 2014 - August 2014
MFS Investment Management November 2010 - May 2013
Fidelity Investments June 2007 - October 2010
Skills
Equities, Fixed Income, Financial Analysis, Valuation, Mutual Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Corporate Finance, Strategic Financial..., Bloomberg
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Tim Marinakis's Fidelity Investments Experience 2000 - 2001
Job Financial Analyst at Health Management Systems
Industry Hospital & Health Care
Experience
HMS June 2008 - Present
Standard & Poor's June 2006 - June 2008
City of Brockton, MA November 2001 - July 2004
Fidelity Investments 2000 - 2001
Skills
Financial Analysis, Financial Reporting, Data Analysis, Corporate Finance, Financial Modeling, Forecasting, Business Analysis, Finance, Budgets, Analytics, Program Management, Analysis, Process Improvement, Accounting, Strategy
Education
Penn State University 2004 — 2006
MBA, Corporate Finance
College of the Holy Cross 1996 — 2000
B.A., Economics
HMS June 2008 - Present
Standard & Poor's June 2006 - June 2008
City of Brockton, MA November 2001 - July 2004
Fidelity Investments 2000 - 2001
Skills
Financial Analysis, Financial Reporting, Data Analysis, Corporate Finance, Financial Modeling, Forecasting, Business Analysis, Finance, Budgets, Analytics, Program Management, Analysis, Process Improvement, Accounting, Strategy
Education
Penn State University 2004 — 2006
MBA, Corporate Finance
College of the Holy Cross 1996 — 2000
B.A., Economics
Maura Walsh's Fidelity Investments Experience June 1997 - Present
Job Trader at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 1997 - Present
Fidelity Investments August 1995 - June 1997
Fiduciary Trust Company October 1992 - August 1995
Skills
Fixed Income, Bloomberg, Trading, Capital Markets, Bonds, Securities, Mutual Funds, Financial Markets
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts, Mathematics
Fidelity Investments June 1997 - Present
Fidelity Investments August 1995 - June 1997
Fiduciary Trust Company October 1992 - August 1995
Skills
Fixed Income, Bloomberg, Trading, Capital Markets, Bonds, Securities, Mutual Funds, Financial Markets
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts, Mathematics
Marie Merritt's Fidelity Investments Experience April 2009 - April 2011
Job Senior Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase June 2011 - Present
Fidelity Investments April 2009 - April 2011
JPMorgan Chase March 2008 - April 2009
JPMorgan Chase December 2006 - March 2008
JPMorgan Chase May 2006 - December 2006
JPMorgan Chase October 2005 - May 2006
JPMorgan Chase 1999 - 2005
Bankers Trust Company 1993 - 1999
Bankers Trust Company - Audit Department July 1984 - February 1993
Education
Pace University - Lubin School of Business 1984 — 1990
mba, banking and finance
College of the Holy Cross 1980 — 1984
JPMorgan Chase May 2013 - Present
JPMorgan Chase June 2011 - Present
Fidelity Investments April 2009 - April 2011
JPMorgan Chase March 2008 - April 2009
JPMorgan Chase December 2006 - March 2008
JPMorgan Chase May 2006 - December 2006
JPMorgan Chase October 2005 - May 2006
JPMorgan Chase 1999 - 2005
Bankers Trust Company 1993 - 1999
Bankers Trust Company - Audit Department July 1984 - February 1993
Education
Pace University - Lubin School of Business 1984 — 1990
mba, banking and finance
College of the Holy Cross 1980 — 1984
Pat Foley's Fidelity Investments Experience 1999 - 2006
Job Director, Governance, Risk and Controls at Starwood Hotels & Resorts Worldwide, Inc.
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. March 2013 - Present
Starwood Hotels & Resorts August 2007 - March 2013
Starwood Hotels & Resorts Worldwide, Inc. October 2006 - August 2007
Symantec Corporation April 2006 - October 2006
Fidelity Investments 1999 - 2006
Work Family Directions (WFD) 1997 - 1999
Harvard University 1992 - 1994
Skills
IT Audit, Vendor Management, Security, CISSP, Cloud Computing, Management, Business Intelligence, Strategy, PCI DSS, Information Security, Virtualization, IT Strategy, Business Continuity, IT Management, Outsourcing, Information Technology, Disaster Recovery, IT Operations, Governance, Computer Security, Enterprise Architecture, Data Center, Network Security, Information Security..., IT Service Management, Risk Assessment, ITIL, Irish Literature, Vulnerability Assessment, Integration, Firewalls, Risk Management, System Administration
Education
College of the Holy Cross
A.B., English
St. Frances de Chantal
Xavier High School
Starwood Hotels & Resorts Worldwide, Inc. March 2013 - Present
Starwood Hotels & Resorts August 2007 - March 2013
Starwood Hotels & Resorts Worldwide, Inc. October 2006 - August 2007
Symantec Corporation April 2006 - October 2006
Fidelity Investments 1999 - 2006
Work Family Directions (WFD) 1997 - 1999
Harvard University 1992 - 1994
Skills
IT Audit, Vendor Management, Security, CISSP, Cloud Computing, Management, Business Intelligence, Strategy, PCI DSS, Information Security, Virtualization, IT Strategy, Business Continuity, IT Management, Outsourcing, Information Technology, Disaster Recovery, IT Operations, Governance, Computer Security, Enterprise Architecture, Data Center, Network Security, Information Security..., IT Service Management, Risk Assessment, ITIL, Irish Literature, Vulnerability Assessment, Integration, Firewalls, Risk Management, System Administration
Education
College of the Holy Cross
A.B., English
St. Frances de Chantal
Xavier High School
Richard Blake's Fidelity Investments Experience July 2005 - September 2013
Job Sr Principal Financial Services at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting August 2014 - Present
Fidelity Investments July 2005 - September 2013
Fidelity Investments September 2000 - September 2013
Fidelity Investments March 1996 - September 2000
Fidelity Investments February 1993 - March 1996
Fidelity Investments March 1987 - February 1993
John Hancock Financial Services June 1985 - March 1987
New Hampshire Insurance Group (part of AIG) February 1982 - June 1985
Skills
Software Development, Mutual Funds, Series 7, SDLC, Requirements Analysis, Systems Analysis, Business Analysis, Change Management, Securities, Risk Management, Vendor Management, Relationship Management, Requirements Gathering, Financial Services, Fixed Income, Leadership, Project Management
Education
College of the Holy Cross 1971 — 1975
BA, History
Collaborative Consulting August 2014 - Present
Fidelity Investments July 2005 - September 2013
Fidelity Investments September 2000 - September 2013
Fidelity Investments March 1996 - September 2000
Fidelity Investments February 1993 - March 1996
Fidelity Investments March 1987 - February 1993
John Hancock Financial Services June 1985 - March 1987
New Hampshire Insurance Group (part of AIG) February 1982 - June 1985
Skills
Software Development, Mutual Funds, Series 7, SDLC, Requirements Analysis, Systems Analysis, Business Analysis, Change Management, Securities, Risk Management, Vendor Management, Relationship Management, Requirements Gathering, Financial Services, Fixed Income, Leadership, Project Management
Education
College of the Holy Cross 1971 — 1975
BA, History
Chris Peixotto, CFA's Fidelity Investments Experience September 2013 - Present
Job Director, Investment Product
Industry Investment Management
Experience
Fidelity Investments September 2013 - Present
Saïd Business School, University of Oxford September 2012 - September 2013
Fidelity Investments July 2007 - July 2012
Skills
Investments, Equities, Investment Management, Investment Strategies, Fixed Income, Alternative Investments
Education
Colorado College
BA, Economics and Russian
University of Oxford - Said Business School
MBA 2013
Fidelity Investments September 2013 - Present
Saïd Business School, University of Oxford September 2012 - September 2013
Fidelity Investments July 2007 - July 2012
Skills
Investments, Equities, Investment Management, Investment Strategies, Fixed Income, Alternative Investments
Education
Colorado College
BA, Economics and Russian
University of Oxford - Said Business School
MBA 2013
Ryan O'Connor, CFA's Fidelity Investments Experience June 2007 - August 2007
Job SPG Sales at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan June 2011 - April 2014
Putnam Investments January 2010 - June 2011
Putnam Investments November 2008 - January 2010
Fidelity Investments June 2007 - August 2007
Education
College of the Holy Cross 2004 — 2008
Biology, Pre-Med
Boston College High School 2000 — 2004
J.P. Morgan May 2014 - Present
J.P. Morgan June 2011 - April 2014
Putnam Investments January 2010 - June 2011
Putnam Investments November 2008 - January 2010
Fidelity Investments June 2007 - August 2007
Education
College of the Holy Cross 2004 — 2008
Biology, Pre-Med
Boston College High School 2000 — 2004
Tammi Marois's Fidelity Investments Experience
Job Director, Litigation Support at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
FINRA, ERISA, Financial Services, Mutual Funds, Risk Management, Investments, 401k, Retirement, Process Improvement, Relationship Management
Education
Western New England College School of Law 1991 — 1995
Law
College of the Holy Cross 1988 — 1991
Fidelity Investments
Skills
FINRA, ERISA, Financial Services, Mutual Funds, Risk Management, Investments, 401k, Retirement, Process Improvement, Relationship Management
Education
Western New England College School of Law 1991 — 1995
Law
College of the Holy Cross 1988 — 1991
Maureen Morris's Fidelity Investments Experience June 2007 - Present
Job Contract Attorney for Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments June 2007 - Present
Fidelity Investments November 2006 - June 2007
Fidelity Investments June 2006 - October 2006
Fidelity Investments May 2002 - January 2006
Fidelity Investments May 2000 - April 2002
Fidelity Investments January 1998 - May 2000
Fidelity Investments March 1992 - August 1996
Skills
Legal Writing, Intellectual Property, Mutual Funds, Securities, Investments, Non-profits, Securities Regulation, Retirement Planning, PowerPoint, Risk Management, Microsoft Word, Contract Negotiation, Contractual Agreements, Contract Law, Trademark Infringement, Copyright Infringement, Data Privacy, Work Life Balance
Education
Suffolk University Law School 1998 — 2001
J.D., Contracts/Intellectual Property
College of the Holy Cross 1986 — 1990
B.A., Political Science
Fidelity Investments June 2007 - Present
Fidelity Investments November 2006 - June 2007
Fidelity Investments June 2006 - October 2006
Fidelity Investments May 2002 - January 2006
Fidelity Investments May 2000 - April 2002
Fidelity Investments January 1998 - May 2000
Fidelity Investments March 1992 - August 1996
Skills
Legal Writing, Intellectual Property, Mutual Funds, Securities, Investments, Non-profits, Securities Regulation, Retirement Planning, PowerPoint, Risk Management, Microsoft Word, Contract Negotiation, Contractual Agreements, Contract Law, Trademark Infringement, Copyright Infringement, Data Privacy, Work Life Balance
Education
Suffolk University Law School 1998 — 2001
J.D., Contracts/Intellectual Property
College of the Holy Cross 1986 — 1990
B.A., Political Science
Shauna Conway's Fidelity Investments Experience September 2009 - January 2011
Job Head of Equity Investment Management Technology, US at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Fidelity Investments September 2009 - January 2011
FactSet Research Systems May 2004 - September 2009
Education
College of the Holy Cross 2000 — 2004
Economics
Loomis, Sayles & Company June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Fidelity Investments September 2009 - January 2011
FactSet Research Systems May 2004 - September 2009
Education
College of the Holy Cross 2000 — 2004
Economics
Katie Caccese's Fidelity Investments Experience March 2006 - January 2009
Job Equity Operations Supervisor, The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group September 2013 - Present
State Street January 2009 - September 2013
Fidelity Investments March 2006 - January 2009
Investors Bank & Trust September 2005 - March 2006
Skills
Fund Accounting, Fixed Income, Equities, Derivatives, ETFs, BRDs, Mutual Funds, Bloomberg, Financial Services, Corporate Actions, Fund Administration, Securities, Leadership, Bonds, Asset Management, Investment Management
Education
College of the Holy Cross 1998 — 2002
BA, Economics
The Boston Consulting Group September 2013 - Present
State Street January 2009 - September 2013
Fidelity Investments March 2006 - January 2009
Investors Bank & Trust September 2005 - March 2006
Skills
Fund Accounting, Fixed Income, Equities, Derivatives, ETFs, BRDs, Mutual Funds, Bloomberg, Financial Services, Corporate Actions, Fund Administration, Securities, Leadership, Bonds, Asset Management, Investment Management
Education
College of the Holy Cross 1998 — 2002
BA, Economics
Matt Preston's Fidelity Investments Experience September 1997 - January 2001
Job Controller at Mary Immaculate Health Care Services at Covenant Health Systems
Industry Nonprofit Organization Management
Experience
Mary Immaculate Health Care Services at Covenant Health Systems June 2015 - Present
Harvard University October 2010 - June 2015
New England Deaconess Association January 2007 - October 2010
Grand Circle Corporation December 2005 - October 2006
Sports Reward Systems April 2004 - June 2005
Starwood Hotels & Resorts Worldwide, Inc. January 2001 - July 2004
Fidelity Investments September 1997 - January 2001
Skills
Budgets, Financial Modeling, Financial Analysis, Strategic Planning, Financial Reporting, Outlook, Microsoft Word, Data Analysis, Analysis, Accounting, Access, Forecasting, Finance, Microsoft Excel, Leadership, Auditing, Program Management, Strategic Financial..., Budget Process, Nonprofits
Education
College of the Holy Cross 1991 — 1995
BA, Economics and Accounting
Harvard University
Wakefield High School
Mary Immaculate Health Care Services at Covenant Health Systems June 2015 - Present
Harvard University October 2010 - June 2015
New England Deaconess Association January 2007 - October 2010
Grand Circle Corporation December 2005 - October 2006
Sports Reward Systems April 2004 - June 2005
Starwood Hotels & Resorts Worldwide, Inc. January 2001 - July 2004
Fidelity Investments September 1997 - January 2001
Skills
Budgets, Financial Modeling, Financial Analysis, Strategic Planning, Financial Reporting, Outlook, Microsoft Word, Data Analysis, Analysis, Accounting, Access, Forecasting, Finance, Microsoft Excel, Leadership, Auditing, Program Management, Strategic Financial..., Budget Process, Nonprofits
Education
College of the Holy Cross 1991 — 1995
BA, Economics and Accounting
Harvard University
Wakefield High School
Vicki Jacobson's Fidelity Investments Experience January 2010 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments 2006 - January 2010
Fidelity Investments September 2000 - October 2006
Fidelity Investments July 1998 - September 2000
State of Washington Dept. of Corrections 1994 - 1998
American Software 1989 - 1993
Coppus Engineering 1988 - 1989
Skills
SDLC, Vendor Management, Business Analysis, Requirements Analysis, Program Management, Project Management, Agile Methodologies, PMP, Software Project..., Financial Services, Risk Management
Education
College of the Holy Cross
BA, Economics
Fidelity Investments January 2010 - Present
Fidelity Investments 2006 - January 2010
Fidelity Investments September 2000 - October 2006
Fidelity Investments July 1998 - September 2000
State of Washington Dept. of Corrections 1994 - 1998
American Software 1989 - 1993
Coppus Engineering 1988 - 1989
Skills
SDLC, Vendor Management, Business Analysis, Requirements Analysis, Program Management, Project Management, Agile Methodologies, PMP, Software Project..., Financial Services, Risk Management
Education
College of the Holy Cross
BA, Economics
Brooks Black's Fidelity Investments Experience July 2007 - January 2011
Job Associate Reservoir Engineer at Wexpro Co
Industry Oil & Energy
Experience
Wexpro Co October 2014 - Present
Wexpro Co February 2014 - October 2014
US Geological Survey June 2013 - December 2013
The University of Utah May 2011 - December 2013
Fidelity Investments July 2007 - January 2011
Thorup Tutoring June 2004 - May 2005
Skills
Contaminant..., Geotechnical Engineering, Contaminated Site..., Water, Soil, and Gas..., Water and Soil..., Microsoft Excel, GMS, ArcGIS, Adobe Creative Suite, Rocscience, Matlab, VBA programming, Fortran, PHREEQC, Microsoft Office, Teaching, Geology, GIS, Technical Writing, Sampling, Environmental Awareness, Field Work, Environmental Consulting, Sales, Environmental..., Research, Analysis, PowerPoint, Data Analysis, Due Diligence
Education
University of Utah 2012 — 2013
Master of Science (M.S.), Geological/Geophysical Engineering, 3.97
University of Utah 2009 — 2013
BGE Geological Engineering, Geological Engineering, 3.7
University of Utah 2004 — 2006
Bachelor of Science (BS), Economics, 3.5
Thammasat University 2005 — 2005
Bachelor of Science (BS), Economics, 3.0
Colorado College 2002 — 2003
BS, Biology, 3.7
Wexpro Co October 2014 - Present
Wexpro Co February 2014 - October 2014
US Geological Survey June 2013 - December 2013
The University of Utah May 2011 - December 2013
Fidelity Investments July 2007 - January 2011
Thorup Tutoring June 2004 - May 2005
Skills
Contaminant..., Geotechnical Engineering, Contaminated Site..., Water, Soil, and Gas..., Water and Soil..., Microsoft Excel, GMS, ArcGIS, Adobe Creative Suite, Rocscience, Matlab, VBA programming, Fortran, PHREEQC, Microsoft Office, Teaching, Geology, GIS, Technical Writing, Sampling, Environmental Awareness, Field Work, Environmental Consulting, Sales, Environmental..., Research, Analysis, PowerPoint, Data Analysis, Due Diligence
Education
University of Utah 2012 — 2013
Master of Science (M.S.), Geological/Geophysical Engineering, 3.97
University of Utah 2009 — 2013
BGE Geological Engineering, Geological Engineering, 3.7
University of Utah 2004 — 2006
Bachelor of Science (BS), Economics, 3.5
Thammasat University 2005 — 2005
Bachelor of Science (BS), Economics, 3.0
Colorado College 2002 — 2003
BS, Biology, 3.7
Marko Wilson's Fidelity Investments Experience June 2013 - Present
Job Premium Broker at Fidelity Investments
Industry Renewables & Environment
Experience
Fidelity Investments June 2013 - Present
Charles Schwab April 2011 - June 2013
Wells Fargo Advisors, LLC October 2008 - April 2011
Navarro Research & Engineering March 2010 - December 2010
US Bank December 2009 - March 2010
Starbucks Coffee Company March 2007 - March 2008
Colorado Christian University August 2005 - May 2007
Education
University of Denver - Daniels College of Business 2008 — 2009
MBA, Finance
Colorado Christian University 2003 — 2007
Fidelity Investments June 2013 - Present
Charles Schwab April 2011 - June 2013
Wells Fargo Advisors, LLC October 2008 - April 2011
Navarro Research & Engineering March 2010 - December 2010
US Bank December 2009 - March 2010
Starbucks Coffee Company March 2007 - March 2008
Colorado Christian University August 2005 - May 2007
Education
University of Denver - Daniels College of Business 2008 — 2009
MBA, Finance
Colorado Christian University 2003 — 2007
Thomas Masterson's Fidelity Investments Experience February 1997 - March 2002
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Kelly MacMullin's Fidelity Investments Experience 2000 - 2003
Job at
Industry Education Management
Experience
MacTutor August 2012 - Present
Mount Alvernia High School 2003 - 2012
Fidelity Investments 2000 - 2003
Investors Bank & Trust 1998 - 2000
Skills
Account Management, Teaching, Research
Education
College of the Holy Cross
BA, Mathematics
University of Massachusetts Lowell
MA, Education
MacTutor August 2012 - Present
Mount Alvernia High School 2003 - 2012
Fidelity Investments 2000 - 2003
Investors Bank & Trust 1998 - 2000
Skills
Account Management, Teaching, Research
Education
College of the Holy Cross
BA, Mathematics
University of Massachusetts Lowell
MA, Education
Trevor Hilz's Fidelity Investments Experience March 2014 - March 2015
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Investment Banking
Experience
JP Morgan Chase Bank, N.A. March 2015 - Present
Fidelity Investments March 2014 - March 2015
Blizzard Entertainment May 2013 - August 2013
Driving School of North Texas April 2005 - August 2011
Education
The Guildhall at SMU 2012 — 2013
Master of Interactive Technology, Production Management, Graduate
Sam Houston State University 2008 — 2011
International Business & Economics, Business Administration, 3.42
Universitat Autònoma de Barcelona 2010 — 2010
Bachelor of Business Administration (BBA), International Business
Collin County Community College 2007 — 2008
Business, International Business and Economics
JP Morgan Chase Bank, N.A. March 2015 - Present
Fidelity Investments March 2014 - March 2015
Blizzard Entertainment May 2013 - August 2013
Driving School of North Texas April 2005 - August 2011
Education
The Guildhall at SMU 2012 — 2013
Master of Interactive Technology, Production Management, Graduate
Sam Houston State University 2008 — 2011
International Business & Economics, Business Administration, 3.42
Universitat Autònoma de Barcelona 2010 — 2010
Bachelor of Business Administration (BBA), International Business
Collin County Community College 2007 — 2008
Business, International Business and Economics
Yuki Chorney's Fidelity Investments Experience November 2012 - Present
Job Senior Human Resources Associate at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments November 2012 - Present
Veritude March 2008 - November 2012
Fidelity Investments November 2003 - March 2008
Fidelity Investments March 2002 - October 2003
Fidelity Investments July 2001 - February 2002
Fidelity Investments September 1998 - June 2001
Phillips Exeter Academy September 1996 - June 1998
Exeter Area High School September 1996 - June 1998
Skills
Human Resources, Personnel Management, Employee Benefits, Performance Management, Coaching, Vendor Management, Leadership Development, Management, Process Improvement, Hiring, Project Management, Program Management, Team Building, Leadership, Organizational..., Strategic Planning
Education
College of the Holy Cross 1990 — 1994
BA, English
Fidelity Investments November 2012 - Present
Veritude March 2008 - November 2012
Fidelity Investments November 2003 - March 2008
Fidelity Investments March 2002 - October 2003
Fidelity Investments July 2001 - February 2002
Fidelity Investments September 1998 - June 2001
Phillips Exeter Academy September 1996 - June 1998
Exeter Area High School September 1996 - June 1998
Skills
Human Resources, Personnel Management, Employee Benefits, Performance Management, Coaching, Vendor Management, Leadership Development, Management, Process Improvement, Hiring, Project Management, Program Management, Team Building, Leadership, Organizational..., Strategic Planning
Education
College of the Holy Cross 1990 — 1994
BA, English
Hans yves marius Ncho's Fidelity Investments Experience September 2012 - May 2013
Job New Accounts Specialist at 1st Global
Industry Financial Services
Experience
1st Global May 2013 - Present
Fidelity Investments September 2012 - May 2013
Chartwells (Higher Education Division) August 2008 - September 2012
Morgan Stanley 2011 - 2011
Skills
Finance, Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, Banking, SAP, Access, QuickBooks, Forecasting, Time Management, Analysis, Business Strategy, Microsoft Office, Budgets, Cash Management, Accounts Payable, Customer Service, Microsoft Word, PowerPoint, Teamwork, Outlook, Team Leadership, Management, Account Reconciliation, Microsoft Excel, Inventory Management, Mutual Funds, US GAAP, Vlookup, Equities, PLC Programming, Energy Technology, Energy Industry, Petroleum, Electricity
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Accounting and information Systems
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Finance
Collin County Community College 2008 — 2010
Business Administration and Management, General, Dean's List Fall 2008
Group pigier
Brevet de Technicien Superieur, Accounting and Finance
1st Global May 2013 - Present
Fidelity Investments September 2012 - May 2013
Chartwells (Higher Education Division) August 2008 - September 2012
Morgan Stanley 2011 - 2011
Skills
Finance, Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, Banking, SAP, Access, QuickBooks, Forecasting, Time Management, Analysis, Business Strategy, Microsoft Office, Budgets, Cash Management, Accounts Payable, Customer Service, Microsoft Word, PowerPoint, Teamwork, Outlook, Team Leadership, Management, Account Reconciliation, Microsoft Excel, Inventory Management, Mutual Funds, US GAAP, Vlookup, Equities, PLC Programming, Energy Technology, Energy Industry, Petroleum, Electricity
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Accounting and information Systems
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Finance
Collin County Community College 2008 — 2010
Business Administration and Management, General, Dean's List Fall 2008
Group pigier
Brevet de Technicien Superieur, Accounting and Finance
Paul Gvazdauskas's Fidelity Investments Experience 1993 - 1998
Job
Industry
Experience
Fidelity Investments 1993 - 1998
Education
College of the Holy Cross 1972 — 1976
BA, English
Fidelity Investments 1993 - 1998
Education
College of the Holy Cross 1972 — 1976
BA, English
Terri Sameski's Fidelity Investments Experience December 1999 - August 2000
Job
Industry Human Resources
Experience
GE 2008 - 2008
Fidelity Investments December 1999 - August 2000
Linx Communications November 1998 - December 1999
Unifi Communications March 1992 - November 1998
Bay State Telephone June 1977 - November 1992
Skills
Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, Leadership, Project Management, Strategic Planning, Team Building, Management, Marketing, Microsoft Word, Business Development, Negotiation, Public Speaking
Education
College of the Holy Cross 1977 — 1981
Bachelor of Arts (B.A.), Chemistry and German
GE 2008 - 2008
Fidelity Investments December 1999 - August 2000
Linx Communications November 1998 - December 1999
Unifi Communications March 1992 - November 1998
Bay State Telephone June 1977 - November 1992
Skills
Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, Leadership, Project Management, Strategic Planning, Team Building, Management, Marketing, Microsoft Word, Business Development, Negotiation, Public Speaking
Education
College of the Holy Cross 1977 — 1981
Bachelor of Arts (B.A.), Chemistry and German
Teresa Springfield's Fidelity Investments Experience February 2000 - July 2001
Job Experienced organizer seeking new opportunities during tax season and beyond
Industry Executive Office
Experience
Consultant 2006 - Present
Hammersmith Management April 2007 - June 2010
InsureWorx formerly "Taliant Software" 2001 - 2003
Fidelity Investments February 2000 - July 2001
HQ Global Workplaces February 1994 - February 2000
Skills
Organization, Management, Proposal Writing, Government Proposals, Customer Service, Office Administration, Office Management, Advertising Management, Expense Reports
Education
Colorado Christian University 1990 — 1991
Bachelor's degree, Management of Human Resources
Consultant 2006 - Present
Hammersmith Management April 2007 - June 2010
InsureWorx formerly "Taliant Software" 2001 - 2003
Fidelity Investments February 2000 - July 2001
HQ Global Workplaces February 1994 - February 2000
Skills
Organization, Management, Proposal Writing, Government Proposals, Customer Service, Office Administration, Office Management, Advertising Management, Expense Reports
Education
Colorado Christian University 1990 — 1991
Bachelor's degree, Management of Human Resources
Katie Landry's Fidelity Investments Experience October 2011 - July 2015
Job Accounting Supervisor at Putnam Investments
Industry Accounting
Experience
Putnam Investments July 2015 - Present
Fidelity Investments October 2011 - July 2015
McGladrey & Pullen July 2010 - October 2011
Caturano and Company September 2008 - July 2010
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics and Accounting
Putnam Investments July 2015 - Present
Fidelity Investments October 2011 - July 2015
McGladrey & Pullen July 2010 - October 2011
Caturano and Company September 2008 - July 2010
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics and Accounting
Namrata Sinha's Fidelity Investments Experience September 2012 - October 2013
Job Senior IT Business Systems Analyst at Cardtronics
Industry Information Technology and Services
Experience
Cardtronics November 2013 - Present
Fidelity Investments September 2012 - October 2013
Cigna Healthcare February 2011 - August 2012
Education
Tata Institute of Social Sciences 1995 — 1997
Master of Health Administration, Business Administration and Management, General
Patna University 1989 — 1993
Bachelor of Political Science, Major
Collin County Community College 2012 — 2014
PMP Certification, Information Technology Project Management
Cardtronics November 2013 - Present
Fidelity Investments September 2012 - October 2013
Cigna Healthcare February 2011 - August 2012
Education
Tata Institute of Social Sciences 1995 — 1997
Master of Health Administration, Business Administration and Management, General
Patna University 1989 — 1993
Bachelor of Political Science, Major
Collin County Community College 2012 — 2014
PMP Certification, Information Technology Project Management
Molly Oliver's Fidelity Investments Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2010 - 2012
College of the Holy Cross August 2009 - May 2010
Education
College of the Holy Cross 2006 — 2010
Psychology
Fidelity Investments 2010 - 2012
College of the Holy Cross August 2009 - May 2010
Education
College of the Holy Cross 2006 — 2010
Psychology
Randall Derby's Fidelity Investments Experience December 1996 - December 1997
Job VP; Business Strategy & Initiative Manager
Industry Banking
Experience
Bank of America May 2000 - Present
Scudder Kemper Investments April 1998 - May 2000
Fidelity Investments December 1996 - December 1997
Paul Revere Insurance Group (now UNUM) July 1987 - December 1996
Skills
SQL, Data Warehousing, SQL Tuning, Transact SQL, Microsoft SQL Server, Oracle SQL, Unix Shell Scripting, MS Access, MS Excel, Business Intelligence
Education
Colorado State University
Master of Science (M.S.), Computer Information Systems
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Natural Resource Economics
Bank of America May 2000 - Present
Scudder Kemper Investments April 1998 - May 2000
Fidelity Investments December 1996 - December 1997
Paul Revere Insurance Group (now UNUM) July 1987 - December 1996
Skills
SQL, Data Warehousing, SQL Tuning, Transact SQL, Microsoft SQL Server, Oracle SQL, Unix Shell Scripting, MS Access, MS Excel, Business Intelligence
Education
Colorado State University
Master of Science (M.S.), Computer Information Systems
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Natural Resource Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank