Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Richard Cryan Richard Cryan's Fidelity Investments Experience 1984 - 1989
Job Portfolio Manager at Brookfield Investment Management
Industry Investment Management
Experience
Brookfield Investment Management September 2006 - Present
Evergreen Investments 1992 - 2006
Wasserstein Perella 1989 - 1991
Fidelity Investments 1984 - 1989
TIAA-CREF 1980 - 1984
Skills
High Yield, Asset Management, Bonds, Portfolio Management, Relative Value, Fundamental Research, Portfolios, Separately Managed..., Fixed Income, Value Investing, Fixed Income Research, Institutional Clients, Fixed Income Analysis, Asset Managment, Research, Hedge Funds, Institutional Investors, Alternative Investments, Bloomberg, Institutional..., Asset Allocation, Equities, Capital Markets, Investments, Investment Management, Mutual Funds
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Radnor High School 1970 — 1974
Diploma
Brookfield Investment Management September 2006 - Present
Evergreen Investments 1992 - 2006
Wasserstein Perella 1989 - 1991
Fidelity Investments 1984 - 1989
TIAA-CREF 1980 - 1984
Skills
High Yield, Asset Management, Bonds, Portfolio Management, Relative Value, Fundamental Research, Portfolios, Separately Managed..., Fixed Income, Value Investing, Fixed Income Research, Institutional Clients, Fixed Income Analysis, Asset Managment, Research, Hedge Funds, Institutional Investors, Alternative Investments, Bloomberg, Institutional..., Asset Allocation, Equities, Capital Markets, Investments, Investment Management, Mutual Funds
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Radnor High School 1970 — 1974
Diploma
Jian Mao's Fidelity Investments Experience July 2013 - July 2015
Job Student at Columbia University
Industry Financial Services
Experience
Fidelity Investments July 2013 - July 2015
Barclays Capital October 2012 - December 2012
Fidelity Investments May 2012 - August 2012
Croydon Council March 2012 - April 2012
Fidelity Investments May 2011 - August 2011
Skills
Matlab, Python, Access, SharePoint, Data Analysis, Statistics, C, Microsoft Excel, SQL, SharePoint Designer, Maple, C++, Java, Mandarin, PowerPoint, HTML, Visio, JavaScript, Backbone.js, CSS, VBA, Databases, R, Product Management, Project Management
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Operations Research
Worcester Polytechnic Institute 2009 — 2013
Bachelor of Science (B.S.) with High Distinction, Mathematics & Computer Science
Fidelity Investments July 2013 - July 2015
Barclays Capital October 2012 - December 2012
Fidelity Investments May 2012 - August 2012
Croydon Council March 2012 - April 2012
Fidelity Investments May 2011 - August 2011
Skills
Matlab, Python, Access, SharePoint, Data Analysis, Statistics, C, Microsoft Excel, SQL, SharePoint Designer, Maple, C++, Java, Mandarin, PowerPoint, HTML, Visio, JavaScript, Backbone.js, CSS, VBA, Databases, R, Product Management, Project Management
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Operations Research
Worcester Polytechnic Institute 2009 — 2013
Bachelor of Science (B.S.) with High Distinction, Mathematics & Computer Science
Blair Sinsimer Blair Sinsimer's Fidelity Investments Experience March 2014 - Present
Job Licensing Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments April 2012 - April 2013
Fidelity Investments September 2011 - March 2012
Fidelity Investments May 2011 - August 2011
Barnard College September 2009 - May 2011
Skills
Series 7, Series 63, Microsoft Excel, Microsoft Word, Trading, Customer Service, Customer Satisfaction, Customer Oriented, Customer Engagement, Customer Support, PowerPoint, SumTotal, Stock Market, Teamwork, Problem Solving, Registration, Licensing, Call Centers, Microsoft Office, Mutual Funds, Public Speaking, Financial Services
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (BA), Art History, Criticism and Conservation
Siena School for Liberal Arts 2010 — 2010
Art History, Criticism and Conservation
Fidelity Investments March 2014 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments April 2012 - April 2013
Fidelity Investments September 2011 - March 2012
Fidelity Investments May 2011 - August 2011
Barnard College September 2009 - May 2011
Skills
Series 7, Series 63, Microsoft Excel, Microsoft Word, Trading, Customer Service, Customer Satisfaction, Customer Oriented, Customer Engagement, Customer Support, PowerPoint, SumTotal, Stock Market, Teamwork, Problem Solving, Registration, Licensing, Call Centers, Microsoft Office, Mutual Funds, Public Speaking, Financial Services
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (BA), Art History, Criticism and Conservation
Siena School for Liberal Arts 2010 — 2010
Art History, Criticism and Conservation
Vidalina Suarez Johnson Vidalina Suarez Johnson's Fidelity Investments Experience March 1992 - June 2009
Job HR Business Partner
Industry Financial Services
Experience
T. Rowe Price December 2014 - Present
Raytheon September 2010 - October 2013
Fidelity Investments March 1992 - June 2009
Fidelity Investments May 2003 - November 2006
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1996 - January 1999
Fidelity Investments March 1992 - January 1996
Skills
Coaching, Talent Acquisition, Workforce Planning, Employee Relations, Organizational..., Performance Management, Succession Planning, Employee Engagement, Talent Management, Personnel Management, Strategy, Leadership Development, Human Resources, Onboarding, Organizational Design, Deferred Compensation, Leadership, Change Management, HRIS, Organizational..., Executive Coaching
Education
Bay State Junior College
Business Administration
Columbia University - Columbia Business School
T. Rowe Price December 2014 - Present
Raytheon September 2010 - October 2013
Fidelity Investments March 1992 - June 2009
Fidelity Investments May 2003 - November 2006
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1996 - January 1999
Fidelity Investments March 1992 - January 1996
Skills
Coaching, Talent Acquisition, Workforce Planning, Employee Relations, Organizational..., Performance Management, Succession Planning, Employee Engagement, Talent Management, Personnel Management, Strategy, Leadership Development, Human Resources, Onboarding, Organizational Design, Deferred Compensation, Leadership, Change Management, HRIS, Organizational..., Executive Coaching
Education
Bay State Junior College
Business Administration
Columbia University - Columbia Business School
Michael Niedzielski Michael Niedzielski's Fidelity Investments Experience 2007 - Present
Job Research Analyst with Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2007 - Present
JP Morgan 2002 - 2004
Skills
Value Investing, Investment Management, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Value investing
University of Chicago 1999 — 2002
Bachelor of Arts (B.A.), Economics
St Jean de Passy
Fidelity Investments 2007 - Present
JP Morgan 2002 - 2004
Skills
Value Investing, Investment Management, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Value investing
University of Chicago 1999 — 2002
Bachelor of Arts (B.A.), Economics
St Jean de Passy
Steve Kitay, PMP CSM Steve Kitay, PMP CSM's Fidelity Investments Experience March 1996 - December 2008
Job Senior Technical Project Manager at iSoftStone
Industry Information Technology and Services
Experience
iSoftStone February 2015 - Present
State Street March 2010 - January 2015
BNY Mellon November 2009 - December 2009
Fidelity Investments March 1996 - December 2008
BNY Mellon October 1989 - March 1996
Skills
DB2, Business Analysis, SDLC, Vendor Management, Corporate Actions, Management, IT Strategy, SQL, Securities Lending, Tax, Software Project..., Project Management, Requirements Gathering, Requirements Analysis, PMO, Mortgage Lending, Program Management, CRM, Project Portfolio..., Valuation, Project Planning, Leadership, Financial Services, Agile Methodologies, Business Process..., Oracle, Business Requirements
Education
Columbia University in the City of New York
iSoftStone February 2015 - Present
State Street March 2010 - January 2015
BNY Mellon November 2009 - December 2009
Fidelity Investments March 1996 - December 2008
BNY Mellon October 1989 - March 1996
Skills
DB2, Business Analysis, SDLC, Vendor Management, Corporate Actions, Management, IT Strategy, SQL, Securities Lending, Tax, Software Project..., Project Management, Requirements Gathering, Requirements Analysis, PMO, Mortgage Lending, Program Management, CRM, Project Portfolio..., Valuation, Project Planning, Leadership, Financial Services, Agile Methodologies, Business Process..., Oracle, Business Requirements
Education
Columbia University in the City of New York
Jill A. Boudreau Jill A. Boudreau's Fidelity Investments Experience 1993 - 1997
Job PREMIER ASSOCIATE, Wellesley's Premier Realtor, Wellesley Real Estate Agent, Luxury Property and Relocation Specialist
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 2008 - Present
Jill Boudreau, Coldwell Banker January 2008 - Present
Coldwell Banker - Wellesley, MA 2008 - Present
Coldwell Banker Residential Brokerage 2008 - 2012
Fidelity Investments 1993 - 1997
Citibank 1993 - 1993
Chase Manhattan Bank 1988 - 1992
Skills
Renovation & Redesign..., Interior Design..., Negotiation, Selling, Home, Home Staging, Relocation, Real Estate, Sellers, Real Estate Transactions, First Time Home Buyers, Brokerage, Residential Homes, Referrals, Marketing, Contract Negotiation, Market Analysis, Buyer Representation, New Home Sales, ABR, Luxury, Listings, Buyers, Condos, Sales
Education
Columbia University - Columbia Business School 1992 — 1993
MBA
Lehigh University 1984 — 1988
BA
American School in London 1980 — 1984
Coldwell Banker Residential Brokerage 2008 - Present
Jill Boudreau, Coldwell Banker January 2008 - Present
Coldwell Banker - Wellesley, MA 2008 - Present
Coldwell Banker Residential Brokerage 2008 - 2012
Fidelity Investments 1993 - 1997
Citibank 1993 - 1993
Chase Manhattan Bank 1988 - 1992
Skills
Renovation & Redesign..., Interior Design..., Negotiation, Selling, Home, Home Staging, Relocation, Real Estate, Sellers, Real Estate Transactions, First Time Home Buyers, Brokerage, Residential Homes, Referrals, Marketing, Contract Negotiation, Market Analysis, Buyer Representation, New Home Sales, ABR, Luxury, Listings, Buyers, Condos, Sales
Education
Columbia University - Columbia Business School 1992 — 1993
MBA
Lehigh University 1984 — 1988
BA
American School in London 1980 — 1984
David Crotty, CRPC's Fidelity Investments Experience February 1998 - July 1999
Job Regional Vice President at Ascensus
Industry Financial Services
Experience
Ascensus March 2013 - Present
DCDB Consulting January 2011 - March 2013
Transamerica May 2009 - January 2011
Merrill Lynch January 2005 - May 2009
Merrill Lynch July 1999 - January 2005
Fidelity Investments February 1998 - July 1999
Principal Financial Group June 1995 - February 1998
Paine Webber May 1989 - June 1995
Skills
401k, IRA's, Retirement, Annuities, Retirement Services, Fixed Annuities, IRAs, Retirement Planning, Financial Advisory, Small Business, Finance, Financial Services, Business Planning, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7
Education
Columbia University in the City of New York 1978 — 1982
Economics
Ascensus March 2013 - Present
DCDB Consulting January 2011 - March 2013
Transamerica May 2009 - January 2011
Merrill Lynch January 2005 - May 2009
Merrill Lynch July 1999 - January 2005
Fidelity Investments February 1998 - July 1999
Principal Financial Group June 1995 - February 1998
Paine Webber May 1989 - June 1995
Skills
401k, IRA's, Retirement, Annuities, Retirement Services, Fixed Annuities, IRAs, Retirement Planning, Financial Advisory, Small Business, Finance, Financial Services, Business Planning, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7
Education
Columbia University in the City of New York 1978 — 1982
Economics
Neil E. McGee Neil E. McGee's Fidelity Investments Experience 1995 - 1998
Job Adjunct Professor, The New School
Industry Higher Education
Experience
Eugene Lang College at The New School 2010 - Present
Columbia University in the City of New York 2005 - 2014
Heartbeat Experts 2005 - 2005
University of Massachusetts Amherst 2002 - 2004
iXL, Inc. 2000 - 2001
Keane, Inc. 1999 - 2000
State Street 1998 - 1999
Fidelity Investments 1995 - 1998
Skills
Data Analysis, Research, Big Data, Reporting & Analysis, Program Management, Project Management, Business Analysis, Systems Analysis, Communication, Facilitation, Information Technology, Software Development, Consulting, Data Warehousing, Relational Databases, SQL, CRM, SAP, Oracle, Microsoft SQL Server, Sybase, Erwin, Visio, Microsoft Office, Financial Services, Manufacturing, Chinese History, Chinese Culture, Chinese, Intercultural..., Social History, Cultural History, Religious History, Religious Studies, Intellectual History, East Asian Studies, Japanese, French, University Teaching, Higher Education, Publishing
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.), Chinese History
Columbia University in the City of New York
Master of Philosophy (M.Phil.), Chinese History
University of Massachusetts, Amherst
Master of Arts (M.A.), Chinese Language and Literature
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Chinese Language and Literature
Eugene Lang College at The New School 2010 - Present
Columbia University in the City of New York 2005 - 2014
Heartbeat Experts 2005 - 2005
University of Massachusetts Amherst 2002 - 2004
iXL, Inc. 2000 - 2001
Keane, Inc. 1999 - 2000
State Street 1998 - 1999
Fidelity Investments 1995 - 1998
Skills
Data Analysis, Research, Big Data, Reporting & Analysis, Program Management, Project Management, Business Analysis, Systems Analysis, Communication, Facilitation, Information Technology, Software Development, Consulting, Data Warehousing, Relational Databases, SQL, CRM, SAP, Oracle, Microsoft SQL Server, Sybase, Erwin, Visio, Microsoft Office, Financial Services, Manufacturing, Chinese History, Chinese Culture, Chinese, Intercultural..., Social History, Cultural History, Religious History, Religious Studies, Intellectual History, East Asian Studies, Japanese, French, University Teaching, Higher Education, Publishing
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.), Chinese History
Columbia University in the City of New York
Master of Philosophy (M.Phil.), Chinese History
University of Massachusetts, Amherst
Master of Arts (M.A.), Chinese Language and Literature
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Chinese Language and Literature
Nishidhdha Shah Nishidhdha Shah's Fidelity Investments Experience 2005 - 2007
Job Manager at PwC Consulting
Industry Information Technology and Services
Experience
PwC November 2008 - Present
Entology February 2008 - October 2008
Identris January 2007 - February 2008
Fidelity Investments 2005 - 2007
Hewlett-Packard 2003 - 2005
Popnet Technologies 2002 - 2003
Infosys 2002 - 2003
Net4Nuts Ltd. 2001 - 2002
Skills
Management Consulting, Strategy, Application Security, Governance, Business Process..., IT Strategy, Security, Business Analysis, Business Transformation, Enterprise Architecture, IT Operations, SDLC, IT Audit, Solution Architecture, Management, Enterprise Software, Project Management, Integration
Education
Columbia Business School 2012 — 2014
Sardar Patel University 1997 — 2001
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
PwC November 2008 - Present
Entology February 2008 - October 2008
Identris January 2007 - February 2008
Fidelity Investments 2005 - 2007
Hewlett-Packard 2003 - 2005
Popnet Technologies 2002 - 2003
Infosys 2002 - 2003
Net4Nuts Ltd. 2001 - 2002
Skills
Management Consulting, Strategy, Application Security, Governance, Business Process..., IT Strategy, Security, Business Analysis, Business Transformation, Enterprise Architecture, IT Operations, SDLC, IT Audit, Solution Architecture, Management, Enterprise Software, Project Management, Integration
Education
Columbia Business School 2012 — 2014
Sardar Patel University 1997 — 2001
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Bob Callahan Bob Callahan's Fidelity Investments Experience February 1999 - October 2002
Job Managing Director, Riccia Capital Advisors, LLC
Industry Financial Services
Experience
Riccia Capital Advisors, LLC December 2012 - Present
The Alexander Group October 2013 - January 2015
Banco Bradesco February 2010 - February 2012
FH International Asset Management October 2005 - February 2010
Fidelity Investments February 1999 - October 2002
Fidelity Investments June 1997 - February 1999
Fidelity Investments September 1995 - June 1997
Skills
Spanish, Brazilian Portuguese, Trading, Trading Strategies, FX trading, Proprietary Trading, Equity Trading, Fixed Income, Fixed Assets, Fixed Asset Management, Fixed Income Analysis, High Yield Bonds, Government Bonds, Emerging Markets, International Relations, Portfolio Management, Asset Managment, BRIC, Sovereign Debt, Frontier Markets, Top-down, Global Macro, Alpha Generation, Global Tactical Asset..., Alternative Investment..., Alternative Assets, Fixed Income Strategies, Global Investment..., Global Investment, Credit Derivatives, CDX, TRS, CLN, Eurobonds, International Capital..., Secondary Offerings, 144A, Fixed Income Portfolio..., Relative Value Trading, Hold Series 7, 63 Licenses, Best Execution, Country Risk Analysis, Absolute Return, Credit Trading, US Treasuries, MarketAxess, Bond Pricing, Structured Products, Distressed Debt
Education
Columbia University - School of International and Public Affairs 2003 — 2005
MIA, International Finance and Business, specializing in Latin America
The University of Texas at Austin 1990 — 1994
Bachelor's degree, Economics
The University of Texas at Austin 1990 — 1994
Bachelor's degree, English Literature (British and Commonwealth)
Riccia Capital Advisors, LLC December 2012 - Present
The Alexander Group October 2013 - January 2015
Banco Bradesco February 2010 - February 2012
FH International Asset Management October 2005 - February 2010
Fidelity Investments February 1999 - October 2002
Fidelity Investments June 1997 - February 1999
Fidelity Investments September 1995 - June 1997
Skills
Spanish, Brazilian Portuguese, Trading, Trading Strategies, FX trading, Proprietary Trading, Equity Trading, Fixed Income, Fixed Assets, Fixed Asset Management, Fixed Income Analysis, High Yield Bonds, Government Bonds, Emerging Markets, International Relations, Portfolio Management, Asset Managment, BRIC, Sovereign Debt, Frontier Markets, Top-down, Global Macro, Alpha Generation, Global Tactical Asset..., Alternative Investment..., Alternative Assets, Fixed Income Strategies, Global Investment..., Global Investment, Credit Derivatives, CDX, TRS, CLN, Eurobonds, International Capital..., Secondary Offerings, 144A, Fixed Income Portfolio..., Relative Value Trading, Hold Series 7, 63 Licenses, Best Execution, Country Risk Analysis, Absolute Return, Credit Trading, US Treasuries, MarketAxess, Bond Pricing, Structured Products, Distressed Debt
Education
Columbia University - School of International and Public Affairs 2003 — 2005
MIA, International Finance and Business, specializing in Latin America
The University of Texas at Austin 1990 — 1994
Bachelor's degree, Economics
The University of Texas at Austin 1990 — 1994
Bachelor's degree, English Literature (British and Commonwealth)
Jim Jordan Jim Jordan's Fidelity Investments Experience April 2011 - Present
Job Institutional Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments 2007 - April 2011
Fidelity Investments 2000 - 2007
Fidelity Investments 2000 - 2000
Fidelity Investments 1997 - 2000
Fidelity Investments 1996 - 1997
Unifund, S.A. 1994 - 1996
Standard & Poor's 1992 - 1994
Bank of Boston 1989 - 1991
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Asset Management, Investment Strategies, Equities, Fixed Income
Education
Columbia Business School
Master of Business Administration (MBA), Finance and Marketing
Dartmouth College
Bachelor of Arts (BA), Economics
St. Paul's School
Fidelity Investments April 2011 - Present
Fidelity Investments 2007 - April 2011
Fidelity Investments 2000 - 2007
Fidelity Investments 2000 - 2000
Fidelity Investments 1997 - 2000
Fidelity Investments 1996 - 1997
Unifund, S.A. 1994 - 1996
Standard & Poor's 1992 - 1994
Bank of Boston 1989 - 1991
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Asset Management, Investment Strategies, Equities, Fixed Income
Education
Columbia Business School
Master of Business Administration (MBA), Finance and Marketing
Dartmouth College
Bachelor of Arts (BA), Economics
St. Paul's School
Susan Hyde Susan Hyde's Fidelity Investments Experience July 2011 - January 2015
Job Product Support Specialist IIRailinc
Industry Transportation/Trucking/Railroad
Experience
Railinc Corp. January 2015 - Present
Fidelity Investments July 2011 - January 2015
Caregiver June 2010 - December 2011
Zero Chaos - Contractor for GSK April 2011 - July 2011
GlaxoSmithKline August 2004 - June 2010
GlaxoSmithKline September 1989 - August 2004
National Car Rental 1980 - 1989
Skills
Process Improvement, Vendor Management, Business Analysis, Data Analysis, Forecasting, Team Leadership, Cross-functional Team..., Team Building, Pharmaceutical Industry, Financial Analysis, Account Management, Budgets, Microsoft Excel, Negotiation, Family Caregiver, Management, Quality Assurance, Program Management, Healthcare, Marketing, Operations Management, Analysis, Competitive Analysis, Call Centers, Customer Satisfaction, Sales Operations, Business Strategy, Strategy, Business Planning, Product Management, Training, Leadership, Performance Management, Business Process..., Salesforce.com, Business Intelligence, Software Documentation, Risk Management, Business Development, Market Research, Market Analysis, Product Development, CRM, Analytics, Sales Management, Customer Service, SAP, Marketing Strategy, Six Sigma
Education
North Carolina Wesleyan College 1998 — 2002
BS, Business Adminstration, GPA 3.0
Community College of Allegheny County 1976 — 1978
Biology, Criminolgy & Business Managment, Business, Management, Marketing, and Related Support Services
Quaker Valley High School 1973 — 1976
High School Diploma, Academic
Railinc Corp. January 2015 - Present
Fidelity Investments July 2011 - January 2015
Caregiver June 2010 - December 2011
Zero Chaos - Contractor for GSK April 2011 - July 2011
GlaxoSmithKline August 2004 - June 2010
GlaxoSmithKline September 1989 - August 2004
National Car Rental 1980 - 1989
Skills
Process Improvement, Vendor Management, Business Analysis, Data Analysis, Forecasting, Team Leadership, Cross-functional Team..., Team Building, Pharmaceutical Industry, Financial Analysis, Account Management, Budgets, Microsoft Excel, Negotiation, Family Caregiver, Management, Quality Assurance, Program Management, Healthcare, Marketing, Operations Management, Analysis, Competitive Analysis, Call Centers, Customer Satisfaction, Sales Operations, Business Strategy, Strategy, Business Planning, Product Management, Training, Leadership, Performance Management, Business Process..., Salesforce.com, Business Intelligence, Software Documentation, Risk Management, Business Development, Market Research, Market Analysis, Product Development, CRM, Analytics, Sales Management, Customer Service, SAP, Marketing Strategy, Six Sigma
Education
North Carolina Wesleyan College 1998 — 2002
BS, Business Adminstration, GPA 3.0
Community College of Allegheny County 1976 — 1978
Biology, Criminolgy & Business Managment, Business, Management, Marketing, and Related Support Services
Quaker Valley High School 1973 — 1976
High School Diploma, Academic
Anastasia Alt's Fidelity Investments Experience May 2008 - June 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
J.P. Morgan August 2010 - April 2014
JPMorgan June 2009 - August 2009
Lehman Brothers July 2008 - August 2008
Fidelity Investments May 2008 - June 2008
JCK Partners L.P. June 2007 - August 2007
UBS, Private Wealth Management January 2007 - May 2007
Skills
Investment Banking, Commodity, Fixed Income, Trading, Bloomberg, Derivatives, Microsoft Office, Credit, Microsoft Excel, Valuation, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Venture Capital, Equity Research, Private Equity, Risk Management, Business Analysis, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York 2006 — 2010
B.A., American Studies
Riverdale Country School
McKinsey & Company August 2014 - Present
J.P. Morgan August 2010 - April 2014
JPMorgan June 2009 - August 2009
Lehman Brothers July 2008 - August 2008
Fidelity Investments May 2008 - June 2008
JCK Partners L.P. June 2007 - August 2007
UBS, Private Wealth Management January 2007 - May 2007
Skills
Investment Banking, Commodity, Fixed Income, Trading, Bloomberg, Derivatives, Microsoft Office, Credit, Microsoft Excel, Valuation, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Venture Capital, Equity Research, Private Equity, Risk Management, Business Analysis, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York 2006 — 2010
B.A., American Studies
Riverdale Country School
Jesmon Diana Idriss Jesmon Diana Idriss's Fidelity Investments Experience 1997 - 1999
Job Manager at Sapient Global Markets
Industry Information Technology and Services
Experience
Sapient Global Markets 2014 - Present
Harvard University 2010 - 2014
Oracle 2006 - 2010
Columbia Business School 2003 - 2006
Extraprise 1999 - 2001
Fidelity Investments 1997 - 1999
Skills
Recruiting, Executive Search, Talent Management, Sourcing, Talent Acquisition, Career Counseling, Human Resources, Technical Recruiting, Applicant Tracking..., Onboarding, Executive Staffing, Management, Employee Relations, Outplacement, Direct sourcing, Strategy
Education
Columbia University in the City of New York
Masters, Higher and PostSecondary Education
Havard University
Administrative Fellowship Program Completed
The College of Wooster
Bachelors in English
Sapient Global Markets 2014 - Present
Harvard University 2010 - 2014
Oracle 2006 - 2010
Columbia Business School 2003 - 2006
Extraprise 1999 - 2001
Fidelity Investments 1997 - 1999
Skills
Recruiting, Executive Search, Talent Management, Sourcing, Talent Acquisition, Career Counseling, Human Resources, Technical Recruiting, Applicant Tracking..., Onboarding, Executive Staffing, Management, Employee Relations, Outplacement, Direct sourcing, Strategy
Education
Columbia University in the City of New York
Masters, Higher and PostSecondary Education
Havard University
Administrative Fellowship Program Completed
The College of Wooster
Bachelors in English
Ashley Hines Ashley Hines's Fidelity Investments Experience August 2009 - June 2013
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - 2014
Fidelity Investments August 2009 - June 2013
Skills
Bloomberg, Equities, Financial Modeling, Capital Markets, Trading, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Dartmouth College 2005 — 2009
AB, Psychological and Brain Sciences
Phillips Exeter Academy 2001 — 2005
HS
Bank of America Merrill Lynch 2014 - 2014
Fidelity Investments August 2009 - June 2013
Skills
Bloomberg, Equities, Financial Modeling, Capital Markets, Trading, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Dartmouth College 2005 — 2009
AB, Psychological and Brain Sciences
Phillips Exeter Academy 2001 — 2005
HS
David Rosenberg David Rosenberg's Fidelity Investments Experience 2006 - 2007
Job
Industry Nonprofit Organization Management
Experience
Education Resource Strategies 2015 - Present
Education Resource Strategies 2013 - 2015
Teach for America 2007 - 2013
Fidelity Investments 2006 - 2007
McKinsey & Company 2001 - 2006
Bratskeir & Company 1998 - 1999
Kaplan Educational Centers 1997 - 1998
GMMB 1993 - 1997
The White House, Office of White House Counsel 1993 - 1993
Skills
Strategic Planning, Customer Insight, Marketing Strategy, Management Consulting, Analytics, Strategy, Business Strategy, Segmentation, Strategic Consulting, Competitive Analysis, Product Management, Strategic Partnerships, Market Research, Cross-functional Team..., Thought Leadership, Digital Strategy, Lead Generation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Cornell University 1989 — 1993
BS
Education Resource Strategies 2015 - Present
Education Resource Strategies 2013 - 2015
Teach for America 2007 - 2013
Fidelity Investments 2006 - 2007
McKinsey & Company 2001 - 2006
Bratskeir & Company 1998 - 1999
Kaplan Educational Centers 1997 - 1998
GMMB 1993 - 1997
The White House, Office of White House Counsel 1993 - 1993
Skills
Strategic Planning, Customer Insight, Marketing Strategy, Management Consulting, Analytics, Strategy, Business Strategy, Segmentation, Strategic Consulting, Competitive Analysis, Product Management, Strategic Partnerships, Market Research, Cross-functional Team..., Thought Leadership, Digital Strategy, Lead Generation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Cornell University 1989 — 1993
BS
Jared Beckerman Jared Beckerman's Fidelity Investments Experience August 2012 - Present
Job Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Skills
Hedge Funds, Equities, Investments, Bonds, Equity Research, Investment Banking, Financial Modeling, Equity Valuation, Capital Markets, Valuation
Education
Columbia Business School 2011 — 2012
MBA
Cornell University 2002 — 2006
Fidelity Investments August 2012 - Present
Skills
Hedge Funds, Equities, Investments, Bonds, Equity Research, Investment Banking, Financial Modeling, Equity Valuation, Capital Markets, Valuation
Education
Columbia Business School 2011 — 2012
MBA
Cornell University 2002 — 2006
Scott Cummings Scott Cummings's Fidelity Investments Experience April 2012 - Present
Job SVP Corporate Technology Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Morgan Stanley September 1997 - March 2012
JP Morgan Chase April 1996 - September 1997
Goldman Sachs May 1994 - January 1995
Education
Columbia University in the City of New York 1993 — 1994
Penn State University 1991 — 1993
Fidelity Investments April 2012 - Present
Morgan Stanley September 1997 - March 2012
JP Morgan Chase April 1996 - September 1997
Goldman Sachs May 1994 - January 1995
Education
Columbia University in the City of New York 1993 — 1994
Penn State University 1991 — 1993
Jim Gould Jim Gould's Fidelity Investments Experience 2008 - 2011
Job Strategic Communication Leader
Industry Utilities
Experience
National Grid March 2012 - Present
FirstWord Solutions 2011 - July 2012
Fidelity Investments 2008 - 2011
The Hartford 2004 - 2008
Citigroup 2000 - 2004
Paul Smith's College 1996 - 2000
Various National and Regional Publications 1987 - 2000
Education
Columbia University in the City of New York
Master of Fine Arts, Writing
State University of New York College at Fredonia
Bachelor of Arts, English
University of Delaware
Master of Arts, English
National Grid March 2012 - Present
FirstWord Solutions 2011 - July 2012
Fidelity Investments 2008 - 2011
The Hartford 2004 - 2008
Citigroup 2000 - 2004
Paul Smith's College 1996 - 2000
Various National and Regional Publications 1987 - 2000
Education
Columbia University in the City of New York
Master of Fine Arts, Writing
State University of New York College at Fredonia
Bachelor of Arts, English
University of Delaware
Master of Arts, English
Matthew Kenigsberg, CFA Matthew Kenigsberg, CFA's Fidelity Investments Experience March 2007 - Present
Job Vice President
Industry Investment Management
Experience
Fidelity Investments March 2007 - Present
SEI Investments December 2000 - February 2007
Barra Rogers Casey May 1999 - December 2000
Nomura Securities Global Investment Advisors May 1996 - April 1999
Barra 1995 - 1996
Skills
Retirement Planning, Financial Modeling, Investment Strategies, Strategic Financial..., Investments, Asset Allocation, Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Wesleyan University 1985 — 1989
BA, East Asian Studies
Phillips Academy 1983 — 1985
Fidelity Investments March 2007 - Present
SEI Investments December 2000 - February 2007
Barra Rogers Casey May 1999 - December 2000
Nomura Securities Global Investment Advisors May 1996 - April 1999
Barra 1995 - 1996
Skills
Retirement Planning, Financial Modeling, Investment Strategies, Strategic Financial..., Investments, Asset Allocation, Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Wesleyan University 1985 — 1989
BA, East Asian Studies
Phillips Academy 1983 — 1985
Randall Rainosek Randall Rainosek's Fidelity Investments Experience July 2008 - July 2011
Job Associate at Aravt Global LLC
Industry Investment Management
Experience
Aravt Global May 2013 - Present
Starboard Value LP June 2012 - August 2012
Tyrian Investments October 2011 - May 2012
Fidelity Investments July 2008 - July 2011
Bank of America Corporate Investments Group May 2006 - August 2006
Skills
Valuation, Investments, Corporate Finance, Financial Analysis, Financial Modeling, Asset Management, Emerging Markets, Due Diligence, Private Equity, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Value Investing Program
University of Notre Dame 2004 — 2008
BA, Economics, Italian Studies
Aravt Global May 2013 - Present
Starboard Value LP June 2012 - August 2012
Tyrian Investments October 2011 - May 2012
Fidelity Investments July 2008 - July 2011
Bank of America Corporate Investments Group May 2006 - August 2006
Skills
Valuation, Investments, Corporate Finance, Financial Analysis, Financial Modeling, Asset Management, Emerging Markets, Due Diligence, Private Equity, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Value Investing Program
University of Notre Dame 2004 — 2008
BA, Economics, Italian Studies
Philip McCurdy's Fidelity Investments Experience January 2009 - December 2010
Job Senior Recruiter at Stark, STEM Resources
Industry Staffing and Recruiting
Experience
Stark, STEM Resources December 2014 - Present
Total Quality Logistics March 2013 - November 2014
Crossroads Consulting Services December 2010 - February 2013
Fidelity Investments January 2009 - December 2010
Skills
Salesforce.com, Start-ups, College Recruiting, Employee Benefits, Cold Calling, Customer Service, Team Building, Leadership, Account Management, Sales, Management, Recruiting, Sales Management, Training, Strategic Planning
Education
Columbus State Community College
Marketing
Winton Woods
Stark, STEM Resources December 2014 - Present
Total Quality Logistics March 2013 - November 2014
Crossroads Consulting Services December 2010 - February 2013
Fidelity Investments January 2009 - December 2010
Skills
Salesforce.com, Start-ups, College Recruiting, Employee Benefits, Cold Calling, Customer Service, Team Building, Leadership, Account Management, Sales, Management, Recruiting, Sales Management, Training, Strategic Planning
Education
Columbus State Community College
Marketing
Winton Woods
Alexandra Anastos's Fidelity Investments Experience June 2012 - August 2012
Job Municipal Credit Analyst at Deutsche Asset and Wealth Management
Industry Investment Management
Experience
Deutsche Asset and Wealth Management March 2014 - Present
Deutsche Bank August 2013 - March 2014
Fidelity Investments June 2012 - August 2012
Covenant House January 2012 - May 2012
Management Sciences for Health (MSH) May 2009 - August 2011
Skills
Financial Analysis, Financial Modeling, Risk Management, Credit Analysis, Municipal Bonds, Bond Indenture Analysis, Access, Social Media, Microsoft Excel, Microsoft Word, Equities, Asset Management, Derivatives, Analysis, Financial Accounting, Valuation, Public Speaking, Microsoft Office, PowerPoint, Investments, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM Finance, BSM Management- Entrepreneurship, Minor International Developement
Comillas Pontifical University / ICADE
International Business, Finance
Concord Carlisle High School
Deutsche Asset and Wealth Management March 2014 - Present
Deutsche Bank August 2013 - March 2014
Fidelity Investments June 2012 - August 2012
Covenant House January 2012 - May 2012
Management Sciences for Health (MSH) May 2009 - August 2011
Skills
Financial Analysis, Financial Modeling, Risk Management, Credit Analysis, Municipal Bonds, Bond Indenture Analysis, Access, Social Media, Microsoft Excel, Microsoft Word, Equities, Asset Management, Derivatives, Analysis, Financial Accounting, Valuation, Public Speaking, Microsoft Office, PowerPoint, Investments, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM Finance, BSM Management- Entrepreneurship, Minor International Developement
Comillas Pontifical University / ICADE
International Business, Finance
Concord Carlisle High School
Alissa Douglas Alissa Douglas's Fidelity Investments Experience July 2015 - Present
Job Vice President Investment Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Vernal Point Advisors August 2013 - June 2015
CM Capital Advisors July 2003 - May 2012
San Francisco Belt Company June 2002 - December 2004
Arbor Partners June 1998 - August 2000
Bear Stearns June 1996 - June 1998
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Risk Management, Mentoring New Hires, Investment Strategies, Fixed Income Strategies, equity strategies, Entrepreneurship, Equities, Portfolio Management, Investments, Asset Managment, Derivatives, Fixed Income, Venture Capital, Private Equity, Trading, Due Diligence, Start-ups, Corporate Development, Emerging Markets, Economics, Valuation, Mergers & Acquisitions, Investment Banking, Investment Management, Investor Relations, Financial Modeling, Fund Of Funds, Equity Research, Strategy, Private Placements, Corporate Finance
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Columbia University in the City of New York 1992 — 1996
BS, Operations Research, Economics
Fidelity Investments July 2015 - Present
Vernal Point Advisors August 2013 - June 2015
CM Capital Advisors July 2003 - May 2012
San Francisco Belt Company June 2002 - December 2004
Arbor Partners June 1998 - August 2000
Bear Stearns June 1996 - June 1998
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Risk Management, Mentoring New Hires, Investment Strategies, Fixed Income Strategies, equity strategies, Entrepreneurship, Equities, Portfolio Management, Investments, Asset Managment, Derivatives, Fixed Income, Venture Capital, Private Equity, Trading, Due Diligence, Start-ups, Corporate Development, Emerging Markets, Economics, Valuation, Mergers & Acquisitions, Investment Banking, Investment Management, Investor Relations, Financial Modeling, Fund Of Funds, Equity Research, Strategy, Private Placements, Corporate Finance
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Columbia University in the City of New York 1992 — 1996
BS, Operations Research, Economics
Terri Spath, CFA, CFP®'s Fidelity Investments Experience 1993 - 1993
Job Chief Investment Officer at Sierra Investment Management, Inc.
Industry Investment Management
Experience
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Catherine Chen Catherine Chen's Fidelity Investments Experience 2001 - 2008
Job Research Analyst at Baron Capital
Industry Investment Management
Experience
Baron Capital August 2010 - Present
The Economist September 2010 - November 2010
Fidelity Investments 2001 - 2008
Skills
Valuation, Financial Modeling, Investments, Equities, Financial Analysis, Asset Management, Equity Research, Due Diligence, Mutual Funds, Market Research, Business Strategy, Bloomberg, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Value Investing
Harvard University 1998 — 2002
AB, English Literature
Baron Capital August 2010 - Present
The Economist September 2010 - November 2010
Fidelity Investments 2001 - 2008
Skills
Valuation, Financial Modeling, Investments, Equities, Financial Analysis, Asset Management, Equity Research, Due Diligence, Mutual Funds, Market Research, Business Strategy, Bloomberg, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Value Investing
Harvard University 1998 — 2002
AB, English Literature
Ronald Fiske Ronald Fiske's Fidelity Investments Experience 2008 - 2010
Job Managing Director at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management 2010 - Present
Fidelity Investments 2008 - 2010
Pershing 2000 - 2008
Wit SoundView 1999 - 2000
Bankers Trust 1989 - 1999
Citibank 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance/Accounting
Columbia University in the City of New York 1979 — 1983
BA, History
Envestnet Asset Management 2010 - Present
Fidelity Investments 2008 - 2010
Pershing 2000 - 2008
Wit SoundView 1999 - 2000
Bankers Trust 1989 - 1999
Citibank 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance/Accounting
Columbia University in the City of New York 1979 — 1983
BA, History
Robert Gartland Robert Gartland's Fidelity Investments Experience March 2010 - Present
Job Financial Services Executive
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
The Gartland and Mellina Group June 2009 - Present
Vietnam Partners LLC January 2008 - December 2010
Morgan Stanley January 1975 - December 2007
Morgan Stanley Trust Company 1991 - 1998
Chase Manhattan Corporation 1975 - 1978
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Investments, Asset Managment, Securities, Capital Markets, Risk Management, Investment Banking, Bloomberg, Electronic Trading, Trading Systems, Portfolio Management, Trading, Series 7, Financial Services, Wealth Management, Financial Markets, Alternative Investments
Education
Columbia University in the City of New York 1974 — 1975
M.S., Industrial Engineering
Hofstra University 1972 — 1974
B.S., Industrial Engineering
Fidelity Investments March 2010 - Present
The Gartland and Mellina Group June 2009 - Present
Vietnam Partners LLC January 2008 - December 2010
Morgan Stanley January 1975 - December 2007
Morgan Stanley Trust Company 1991 - 1998
Chase Manhattan Corporation 1975 - 1978
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Investments, Asset Managment, Securities, Capital Markets, Risk Management, Investment Banking, Bloomberg, Electronic Trading, Trading Systems, Portfolio Management, Trading, Series 7, Financial Services, Wealth Management, Financial Markets, Alternative Investments
Education
Columbia University in the City of New York 1974 — 1975
M.S., Industrial Engineering
Hofstra University 1972 — 1974
B.S., Industrial Engineering
Gabriele Vincenzo Gabriele Vincenzo's Fidelity Investments Experience 2003 - March 2006
Job Portfolio Consultant at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments December 2014 - Present
Natixis Global Asset Mgmt October 2011 - December 2014
Natixis Global Associates March 2009 - October 2011
Wellington Management 2006 - 2008
Fidelity Investments 2003 - March 2006
Skills
Bloomberg, Asset Allocation, Alternative Investments, Equities, Series 7, Fixed Income, Mutual Funds, Investments, Asset Managment, Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Valuation, Investment Strategies, Asset Management, Capital Markets, Finance, Financial Services, Investment Management, Series 63
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance, General
University of Southern California 1987 — 1991
B.S., Finance and Marketing
Malden Catholic High School 1983 — 1987
John Hancock Investments December 2014 - Present
Natixis Global Asset Mgmt October 2011 - December 2014
Natixis Global Associates March 2009 - October 2011
Wellington Management 2006 - 2008
Fidelity Investments 2003 - March 2006
Skills
Bloomberg, Asset Allocation, Alternative Investments, Equities, Series 7, Fixed Income, Mutual Funds, Investments, Asset Managment, Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Valuation, Investment Strategies, Asset Management, Capital Markets, Finance, Financial Services, Investment Management, Series 63
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance, General
University of Southern California 1987 — 1991
B.S., Finance and Marketing
Malden Catholic High School 1983 — 1987
Kirsten Plonner Kirsten Plonner's Fidelity Investments Experience January 2013 - Present
Job Fidelity Investments Workplace Investing Media, PR & Communications
Industry Public Relations and Communications
Experience
Fidelity Investments January 2013 - Present
Weber Shandwick August 2010 - December 2012
Columbia University 2011 - 2012
Tager & Company, LLC June 2009 - August 2010
Fleishman-Hillard August 2006 - May 2009
RFBinder Partners February 2004 - August 2006
CNBC 2003 - 2004
NBC Bureau at United Nations 2002 - 2003
WUFT-TV, PBS Affiliate 2000 - 2002
Skills
Media Relations, Corporate Communications, Strategic Communications
Education
Columbia University in the City of New York 2009 — 2011
Masters, Strategic Communications
University of Florida
BS, Telecommunications
University of Florida
BA, History
Fidelity Investments January 2013 - Present
Weber Shandwick August 2010 - December 2012
Columbia University 2011 - 2012
Tager & Company, LLC June 2009 - August 2010
Fleishman-Hillard August 2006 - May 2009
RFBinder Partners February 2004 - August 2006
CNBC 2003 - 2004
NBC Bureau at United Nations 2002 - 2003
WUFT-TV, PBS Affiliate 2000 - 2002
Skills
Media Relations, Corporate Communications, Strategic Communications
Education
Columbia University in the City of New York 2009 — 2011
Masters, Strategic Communications
University of Florida
BS, Telecommunications
University of Florida
BA, History
Victor Chin Victor Chin's Fidelity Investments Experience 2002 - 2009
Job PwC U.S. Deals Director Valuation
Industry Financial Services
Experience
PricewaterhouseCoopers LLP 2009 - Present
Newton Montessori School 2006 - 2010
Fidelity Investments 2002 - 2009
Inktomi March 2000 - November 2001
PricewaterhouseCoopers LLP 1993 - 2000
Verizon 1990 - 1992
Skills
Valuation, Financial Modeling, Due Diligence, Corporate Development, Mergers & Acquisitions, Intangible Assets, Strategic Planning, Marketing Strategy, Financial Statement..., Chartered Financial..., Landscaping, Home Improvement, Financial Analysis, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
Tufts University
BS, Electrical Engineering
PricewaterhouseCoopers LLP 2009 - Present
Newton Montessori School 2006 - 2010
Fidelity Investments 2002 - 2009
Inktomi March 2000 - November 2001
PricewaterhouseCoopers LLP 1993 - 2000
Verizon 1990 - 1992
Skills
Valuation, Financial Modeling, Due Diligence, Corporate Development, Mergers & Acquisitions, Intangible Assets, Strategic Planning, Marketing Strategy, Financial Statement..., Chartered Financial..., Landscaping, Home Improvement, Financial Analysis, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
Tufts University
BS, Electrical Engineering
Ilyssa Rose Ilyssa Rose's Fidelity Investments Experience November 1991 - June 1996
Job Executive Director at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. Senior Vice PresidentCitiJune 2011 - August 2014
Standard & Poor's August 2009 - June 2011
Bank of New York Mellon August 2004 - July 2009
BNY Mellon March 2004 - July 2009
IBR Consulting November 2002 - June 2004
Smith Barney August 1997 - November 2002
KPMG June 1996 - August 1997
Fidelity Investments November 1991 - June 1996
Skills
SDLC, Program Management, PMP, Business Analysis, Project Management, IT Strategy, Enterprise Architecture, Management, Governance, Vendor Management, Project Portfolio..., Business Process, Leadership, Oracle, Data Warehousing, Software Project..., Agile Methodologies, IT Management, Risk Management, Integration, Issue Management, Data Analysis, Data Mining, Risk Assessment, Operational Risk..., Investment Banking, AML, Prime Brokerage, Broker-Dealer, Compliance, Solution Architecture, IT Audit, Quality Assurance, Portfolio Management, ROI Strategies, Business Intelligence, Resource Management, CMMI, Six Sigma, Agile Project Management, Data Management, Data Modeling, Process Engineering, Global Custody, Quantitative Risk, Strategy
Education
Columbia University in the City of New York 2013 — 2017
Doctor of Philosophy (PhD), Computer/Information Technology Administration and Management
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
City University of New York-Queens College
BA, Mathematics and Computer Science
Syracuse University
BS, Accounting and Business/Management
JPMorgan Chase & Co. Senior Vice PresidentCitiJune 2011 - August 2014
Standard & Poor's August 2009 - June 2011
Bank of New York Mellon August 2004 - July 2009
BNY Mellon March 2004 - July 2009
IBR Consulting November 2002 - June 2004
Smith Barney August 1997 - November 2002
KPMG June 1996 - August 1997
Fidelity Investments November 1991 - June 1996
Skills
SDLC, Program Management, PMP, Business Analysis, Project Management, IT Strategy, Enterprise Architecture, Management, Governance, Vendor Management, Project Portfolio..., Business Process, Leadership, Oracle, Data Warehousing, Software Project..., Agile Methodologies, IT Management, Risk Management, Integration, Issue Management, Data Analysis, Data Mining, Risk Assessment, Operational Risk..., Investment Banking, AML, Prime Brokerage, Broker-Dealer, Compliance, Solution Architecture, IT Audit, Quality Assurance, Portfolio Management, ROI Strategies, Business Intelligence, Resource Management, CMMI, Six Sigma, Agile Project Management, Data Management, Data Modeling, Process Engineering, Global Custody, Quantitative Risk, Strategy
Education
Columbia University in the City of New York 2013 — 2017
Doctor of Philosophy (PhD), Computer/Information Technology Administration and Management
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
City University of New York-Queens College
BA, Mathematics and Computer Science
Syracuse University
BS, Accounting and Business/Management
Erika Soto Lamb's Fidelity Investments Experience March 2005 - August 2006
Job Communications Director at Everytown for Gun Safety (Mayors Against Illegal Guns & Moms Demand Action + more!)
Industry Public Relations and Communications
Experience
Everytown for Gun Safety (Mayors Against Illegal Guns & Moms Demand Action + more!) April 2012 - Present
The Raben Group April 2012 - April 2013
Ketchum September 2008 - April 2012
O'Neill and Associates August 2006 - July 2008
Fidelity Investments March 2005 - August 2006
Kerry Edwards 2004/Democratic National Committee August 2004 - November 2004
2004 Democratic National Convention March 2004 - August 2004
Californians for a Balanced Budget/Yes on 57 & 58 January 2004 - March 2004
California State Controller Steve Westly January 2001 - March 2004
Skills
Media Relations, Reputation Management, Press Releases, Public Relations, Strategy, Strategic Communications, Strategic Planning, Advertising, Crisis Communications, Politics, Government, Integrated Marketing, Policy Analysis, Public Policy, Policy, Public Affairs, Leadership, Community Outreach, Social Media Marketing, Spokesperson, Public Speaking
Education
Columbia University in the City of New York 2009 — 2011
Master of Science, Strategic Communications
Stanford University 1998 — 2002
BA, Political Science
J.M. Hanks High School 1994 — 1998
Everytown for Gun Safety (Mayors Against Illegal Guns & Moms Demand Action + more!) April 2012 - Present
The Raben Group April 2012 - April 2013
Ketchum September 2008 - April 2012
O'Neill and Associates August 2006 - July 2008
Fidelity Investments March 2005 - August 2006
Kerry Edwards 2004/Democratic National Committee August 2004 - November 2004
2004 Democratic National Convention March 2004 - August 2004
Californians for a Balanced Budget/Yes on 57 & 58 January 2004 - March 2004
California State Controller Steve Westly January 2001 - March 2004
Skills
Media Relations, Reputation Management, Press Releases, Public Relations, Strategy, Strategic Communications, Strategic Planning, Advertising, Crisis Communications, Politics, Government, Integrated Marketing, Policy Analysis, Public Policy, Policy, Public Affairs, Leadership, Community Outreach, Social Media Marketing, Spokesperson, Public Speaking
Education
Columbia University in the City of New York 2009 — 2011
Master of Science, Strategic Communications
Stanford University 1998 — 2002
BA, Political Science
J.M. Hanks High School 1994 — 1998
Maureen Herlihy Maureen Herlihy's Fidelity Investments Experience October 2006 - January 2010
Job Director Strategy at GTECH S.p.A.
Industry Management Consulting
Experience
GTECH S.p.A. July 2012 - Present
GenArts, Inc. July 2010 - February 2012
Fidelity Investments October 2006 - January 2010
L.E.K. Consulting September 2004 - September 2006
Skills
Strategy, Management, Business Strategy, Corporate Development, Management Consulting, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Start-ups, Business Development, Strategic Partnerships, Product Management, Marketing Strategy, Forecasting
Education
Columbia University - Columbia Business School 2001 — 2002
MBA, Finance and Economics
GTECH S.p.A. July 2012 - Present
GenArts, Inc. July 2010 - February 2012
Fidelity Investments October 2006 - January 2010
L.E.K. Consulting September 2004 - September 2006
Skills
Strategy, Management, Business Strategy, Corporate Development, Management Consulting, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Start-ups, Business Development, Strategic Partnerships, Product Management, Marketing Strategy, Forecasting
Education
Columbia University - Columbia Business School 2001 — 2002
MBA, Finance and Economics
Marvin Wolfthal Marvin Wolfthal's Fidelity Investments Experience 1995 - 1997
Job Enterprise Architect / Developer, Composer / Pianist
Industry Information Technology and Services
Experience
Dell Services August 2011 - Present
Weichi Consulting LLC March 2009 - Present
Lumigent Technologies March 2006 - March 2009
CGI 2000 - 2001
FSJ 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
Electronic music..., Enterprise Architecture, Distributed Systems, Agile Methodologies, Software Development, Java Enterprise Edition, Java, SOA, SOAP, Web Services, Scrum, Oracle, XML, Software Engineering, Architecture, Microsoft SQL Server, IT Strategy, SDLC, Cloud Computing, Enterprise Software, Solution Architecture
Education
Columbia University in the City of New York
B.A.
Dell Services August 2011 - Present
Weichi Consulting LLC March 2009 - Present
Lumigent Technologies March 2006 - March 2009
CGI 2000 - 2001
FSJ 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
Electronic music..., Enterprise Architecture, Distributed Systems, Agile Methodologies, Software Development, Java Enterprise Edition, Java, SOA, SOAP, Web Services, Scrum, Oracle, XML, Software Engineering, Architecture, Microsoft SQL Server, IT Strategy, SDLC, Cloud Computing, Enterprise Software, Solution Architecture
Education
Columbia University in the City of New York
B.A.
Spencer Roessner Spencer Roessner's Fidelity Investments Experience April 2013 - Present
Job Director Operations Controls at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments April 2013 - Present
PwC July 2011 - April 2013
PwC July 2008 - June 2011
PwC July 2005 - June 2008
PricewaterhouseCoopers April 2004 - June 2005
Nationwide Financial February 2000 - March 2004
Skills
Internal Controls, Auditing, IT Audit, Assurance, Financial Risk, Sarbanes-Oxley
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2004
BS/BA, Accounting
Columbus State Community College 2001 — 2002
Accounting
The University of Akron 1996 — 1997
Anthropology
Fidelity Investments April 2013 - Present
PwC July 2011 - April 2013
PwC July 2008 - June 2011
PwC July 2005 - June 2008
PricewaterhouseCoopers April 2004 - June 2005
Nationwide Financial February 2000 - March 2004
Skills
Internal Controls, Auditing, IT Audit, Assurance, Financial Risk, Sarbanes-Oxley
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2004
BS/BA, Accounting
Columbus State Community College 2001 — 2002
Accounting
The University of Akron 1996 — 1997
Anthropology
Adrian Forde Adrian Forde's Fidelity Investments Experience October 2009 - Present
Job
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Skills
Thought Leadership, Strategic Partnerships, Strategy, Corporate Communications, Strategic Communications, Marketing Communications, Digital Strategy, Management Consulting, Digital Marketing, Entrepreneurship, Integrated Marketing, Internal Communications, Marketing Strategy, Lead Generation, Program Management, Start-ups
Education
Columbia University - Columbia Business School 1997 — 1998
Master of Business Administration (MBA)
Trinity College Dublin 1985 — 1990
MA
Universität Bielefeld 1988 — 1989
Fidelity Investments October 2009 - Present
Skills
Thought Leadership, Strategic Partnerships, Strategy, Corporate Communications, Strategic Communications, Marketing Communications, Digital Strategy, Management Consulting, Digital Marketing, Entrepreneurship, Integrated Marketing, Internal Communications, Marketing Strategy, Lead Generation, Program Management, Start-ups
Education
Columbia University - Columbia Business School 1997 — 1998
Master of Business Administration (MBA)
Trinity College Dublin 1985 — 1990
MA
Universität Bielefeld 1988 — 1989
Stephen Zrike Sr. Stephen Zrike Sr.'s Fidelity Investments Experience March 2007 - October 2008
Job
Industry Consumer Goods
Experience
Zrike Consulting April 2002 - Present
SCORE 2011 - 2013
Fidelity Investments March 2007 - October 2008
Procter & Gamble March 2005 - October 2006
Gillette March 2005 - October 2006
The Zrike Company 2002 - 2004
Forrester Research 2000 - 2001
J Baker 1999 - 2000
Work'n Gear 1997 - 1999
Grolier Publishing 1995 - 1997
Skills
Marketing Strategy, Product Development, Competitive Analysis, Strategy Development, New Business Development, Consumer Insights, Marketing Research, Market Research, Product Management, Business Strategy, FMCG, Market Analysis, Marketing, Customer Insight, Strategy, Product Marketing, Product Launch, CRM
Education
Columbia University - Graduate School of Journalism 1972 — 1973
MS, Media Management
Columbia University - Columbia Business School 1971 — 1973
MBA, Marketing
Dartmouth College 1967 — 1971
AB, English
Zrike Consulting April 2002 - Present
SCORE 2011 - 2013
Fidelity Investments March 2007 - October 2008
Procter & Gamble March 2005 - October 2006
Gillette March 2005 - October 2006
The Zrike Company 2002 - 2004
Forrester Research 2000 - 2001
J Baker 1999 - 2000
Work'n Gear 1997 - 1999
Grolier Publishing 1995 - 1997
Skills
Marketing Strategy, Product Development, Competitive Analysis, Strategy Development, New Business Development, Consumer Insights, Marketing Research, Market Research, Product Management, Business Strategy, FMCG, Market Analysis, Marketing, Customer Insight, Strategy, Product Marketing, Product Launch, CRM
Education
Columbia University - Graduate School of Journalism 1972 — 1973
MS, Media Management
Columbia University - Columbia Business School 1971 — 1973
MBA, Marketing
Dartmouth College 1967 — 1971
AB, English
Eileen O'Reilly Eileen O'Reilly's Fidelity Investments Experience 1996 - 2001
Job Senior Finance Executive | Collaborative Leader | Entrepreneur
Industry Financial Services
Experience
Gramercy Capital Consulting 2014 - Present
NYC Housing Development Corporation 2007 - 2014
Gramercy Capital Consulting 2001 - 2007
Fidelity Investments 1996 - 2001
UBS Investment Bank 1992 - 1996
Kidder Peabody 1992 - 1996
Skills
Finance, Strategic Planning, Product Development, Relationship Management, Business Strategy, Financial Reporting, Marketing Communications, Investment Banking, Compliance, Corporate Communications, Research, Project Management, Equities, Fixed Income, Equity Research, Analytics, Loan Servicing, Cash Management, Financial Accounting, New Business Development, Marketing Strategy, Financial Modeling, Cross-functional Team..., Timely Decision Making, Organizational..., Multi Tasking, Organization &..., Big-picture Thinking, Collaborative Problem...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and International Business
Tufts University
Bachelor of Arts (BA), Economics
Hunter College High School
Gramercy Capital Consulting 2014 - Present
NYC Housing Development Corporation 2007 - 2014
Gramercy Capital Consulting 2001 - 2007
Fidelity Investments 1996 - 2001
UBS Investment Bank 1992 - 1996
Kidder Peabody 1992 - 1996
Skills
Finance, Strategic Planning, Product Development, Relationship Management, Business Strategy, Financial Reporting, Marketing Communications, Investment Banking, Compliance, Corporate Communications, Research, Project Management, Equities, Fixed Income, Equity Research, Analytics, Loan Servicing, Cash Management, Financial Accounting, New Business Development, Marketing Strategy, Financial Modeling, Cross-functional Team..., Timely Decision Making, Organizational..., Multi Tasking, Organization &..., Big-picture Thinking, Collaborative Problem...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and International Business
Tufts University
Bachelor of Arts (BA), Economics
Hunter College High School
Nicholas Nolan Nicholas Nolan's Fidelity Investments Experience March 2008 - December 2010
Job Solutions Consultant at Advent
Industry Capital Markets
Experience
Advent Software January 2011 - Present
Fidelity Investments March 2008 - December 2010
Z-Ben Advisors September 2007 - January 2008
D.B. Zwirn & Co. September 2005 - January 2007
Bache Commodities May 2006 - September 2006
Skills
Bloomberg, SQL, Access, Microsoft Excel, PowerPoint, Visual Basic, C#, SSRS, C++, Java, Microsoft Word, Thompson One, Hedge Funds, Equities, Fixed Income
Education
Columbia University in the City of New York 2003 — 2007
Political Science
Trinity-Pawling 2001 — 2002
Loyola School 1999 — 2001
Advent Software January 2011 - Present
Fidelity Investments March 2008 - December 2010
Z-Ben Advisors September 2007 - January 2008
D.B. Zwirn & Co. September 2005 - January 2007
Bache Commodities May 2006 - September 2006
Skills
Bloomberg, SQL, Access, Microsoft Excel, PowerPoint, Visual Basic, C#, SSRS, C++, Java, Microsoft Word, Thompson One, Hedge Funds, Equities, Fixed Income
Education
Columbia University in the City of New York 2003 — 2007
Political Science
Trinity-Pawling 2001 — 2002
Loyola School 1999 — 2001
Georgia VanDyke Georgia VanDyke's Fidelity Investments Experience February 1996 - January 1999
Job President, Georgia VanDyke Consulting
Industry Management Consulting
Experience
Georgia VanDyke Consulting January 2007 - Present
TruthCo. April 2012 - August 2015
Booz Allen Hamilton August 2000 - June 2002
Fidelity Investments February 1996 - January 1999
Salomon Brothers January 1995 - February 1996
Salomon Brothers July 1990 - January 1995
AMP Information Services Inc. 1989 - 1990
Skills
Management Consulting, Risk Management, Project Management, Strategy, Strategic Consulting, Account Management, Start-ups, Financial Accounting, Business Strategy, Operations Management, Program Management, Financial Analysis, Strategic Planning, Corporate Development, Financial Modeling, Budgets, Change Management, Business Development, Corporate Finance, Accounting, Analysis
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
Georgetown University 1986 — 1990
BS Business Administration, International Finance
Georgia VanDyke Consulting January 2007 - Present
TruthCo. April 2012 - August 2015
Booz Allen Hamilton August 2000 - June 2002
Fidelity Investments February 1996 - January 1999
Salomon Brothers January 1995 - February 1996
Salomon Brothers July 1990 - January 1995
AMP Information Services Inc. 1989 - 1990
Skills
Management Consulting, Risk Management, Project Management, Strategy, Strategic Consulting, Account Management, Start-ups, Financial Accounting, Business Strategy, Operations Management, Program Management, Financial Analysis, Strategic Planning, Corporate Development, Financial Modeling, Budgets, Change Management, Business Development, Corporate Finance, Accounting, Analysis
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
Georgetown University 1986 — 1990
BS Business Administration, International Finance
Lise Noble Lise Noble's Fidelity Investments Experience May 1995 - October 1997
Job Program Director, Design and User Experience Excellence, IBM Cloud
Industry Computer Software
Experience
IBM, IBM Cloud Portfolio UX Design Lead Cloud Portfolio Design LeadIBM, CloudFebruary 2013 - Present
IBM November 2008 - Present
Bold UX Design (previously Bold Media) September 1997 - October 2008
Fidelity Investments May 1995 - October 1997
Skills
User Experience, Graphic Design, User Experience Design, CSS, Information Architecture, User Interface Design, Interaction Design, UX, IA, UX Design, Personas, Product Design, Multimedia Design, HTML 5, CSS 3, Sass, User Interface, jQuery, Web Design, Mobile Applications, JavaScript, Use Cases, Vector Design, Responsive Design, Mobile First, Photography, Usability, Agile Methodologies, Flash, Photo, Digital Photography, Mobile Devices, SEO, Web Development, Software Development, Graphics, User-centered Design
Education
Trinity College-Hartford 1989 — 1993
Columbia University - Graduate School of Architecture, Planning and Preservation 1991 — 1992
program, Architecture/City Planning
Medfield
Noble and Greenough
IBM, IBM Cloud Portfolio UX Design Lead Cloud Portfolio Design LeadIBM, CloudFebruary 2013 - Present
IBM November 2008 - Present
Bold UX Design (previously Bold Media) September 1997 - October 2008
Fidelity Investments May 1995 - October 1997
Skills
User Experience, Graphic Design, User Experience Design, CSS, Information Architecture, User Interface Design, Interaction Design, UX, IA, UX Design, Personas, Product Design, Multimedia Design, HTML 5, CSS 3, Sass, User Interface, jQuery, Web Design, Mobile Applications, JavaScript, Use Cases, Vector Design, Responsive Design, Mobile First, Photography, Usability, Agile Methodologies, Flash, Photo, Digital Photography, Mobile Devices, SEO, Web Development, Software Development, Graphics, User-centered Design
Education
Trinity College-Hartford 1989 — 1993
Columbia University - Graduate School of Architecture, Planning and Preservation 1991 — 1992
program, Architecture/City Planning
Medfield
Noble and Greenough
Dr. Beverly Edgehill Dr. Beverly Edgehill's Fidelity Investments Experience December 1993 - May 2005
Job Vice President at The TJX Companies, Inc.
Industry Executive Office
Experience
The TJX Companies, Inc. January 2012 - Present
Beth Israel Deaconess Medical Center 2010 - Present
The Partnership May 2005 - December 2011
Fidelity Investments December 1993 - May 2005
Skills
Organizational..., Leadership Development, Strategic Planning, Coaching, Strategy, Program Management, Succession Planning, Non-profits, Leadership, Management, Performance Management, Talent Management, Executive Management, Change Management
Education
Columbia University in the City of New York 1995 — 2005
Ed.D., adult and organizational learning
Pratt Institute
B.S., Nutrition and Dietitics
University of Massachusetts Boston
MEd., Instructional Design
The TJX Companies, Inc. January 2012 - Present
Beth Israel Deaconess Medical Center 2010 - Present
The Partnership May 2005 - December 2011
Fidelity Investments December 1993 - May 2005
Skills
Organizational..., Leadership Development, Strategic Planning, Coaching, Strategy, Program Management, Succession Planning, Non-profits, Leadership, Management, Performance Management, Talent Management, Executive Management, Change Management
Education
Columbia University in the City of New York 1995 — 2005
Ed.D., adult and organizational learning
Pratt Institute
B.S., Nutrition and Dietitics
University of Massachusetts Boston
MEd., Instructional Design
Carol Karsten Carol Karsten's Fidelity Investments Experience July 1992 - April 2003
Job Freelance Senior Municipal Credit Analyst
Industry Farming
Experience
Axios Advisors LLC August 2012 - Present
Hidden Hill Farm Alpacas, LLC January 1998 - Present
Hidden Hill Farm Alpacas, LLC January 1998 - Present
Fidelity Investments July 1992 - April 2003
MBIA January 1985 - July 1992
Ambac January 1983 - January 1985
Citibank 1976 - 1982
Skills
Strategic Planning, Capital Markets, Product Development, Microsoft Office, Farms, Agriculture, Management, Financial Structuring, Credit Analysis, Financial Analysis, Negotiation, Agribusiness, Ranch, Structured Finance, Asset Managment, Analysis, Business Planning, Investments, Public Speaking, Small Business, Portfolio Management, Organic Farming, Finance, Valuation, Sustainable Agriculture, Horticulture, Asset Management, Bonds
Education
Columbia University - Columbia Business School 1975 — 1977
Master of Business Administration (M.B.A.), Money and Financial Markets
Columbia University in the City of New York 1975 — 1977
Master of Business Administration (M.B.A.), Money and Financial Markets
New York University 1973 — 1974
Bachelor’s Degree, Economics, Minor in History
Axios Advisors LLC August 2012 - Present
Hidden Hill Farm Alpacas, LLC January 1998 - Present
Hidden Hill Farm Alpacas, LLC January 1998 - Present
Fidelity Investments July 1992 - April 2003
MBIA January 1985 - July 1992
Ambac January 1983 - January 1985
Citibank 1976 - 1982
Skills
Strategic Planning, Capital Markets, Product Development, Microsoft Office, Farms, Agriculture, Management, Financial Structuring, Credit Analysis, Financial Analysis, Negotiation, Agribusiness, Ranch, Structured Finance, Asset Managment, Analysis, Business Planning, Investments, Public Speaking, Small Business, Portfolio Management, Organic Farming, Finance, Valuation, Sustainable Agriculture, Horticulture, Asset Management, Bonds
Education
Columbia University - Columbia Business School 1975 — 1977
Master of Business Administration (M.B.A.), Money and Financial Markets
Columbia University in the City of New York 1975 — 1977
Master of Business Administration (M.B.A.), Money and Financial Markets
New York University 1973 — 1974
Bachelor’s Degree, Economics, Minor in History
Maha Chehlaoui Maha Chehlaoui's Fidelity Investments Experience April 2014 - Present
Job Operations Lead at Fidelity Investments UXD
Industry Online Media
Experience
Fidelity Investments April 2014 - Present
Noor Theatre June 2010 - Present
Call2Action September 2007 - October 2013
Feelance Online Marketing and Social Media Consultant 2007 - 2010
NY Arab American Comedy Festival February 2009 - May 2009
Gotham Glow January 2009 - March 2009
Guthrie Theater December 2007 - March 2008
D. E. Shaw & Co. November 2006 - November 2007
Nibras Arab-American Theater September 2002 - September 2006
International WOW 2001 - 2003
Skills
Production Managment, Bug Tracking, Non-profits, Online Marketing, Facebook, Social Media, YouTube, Social Media Marketing, Acting, Newsletters, Nonprofits, Entrepreneurship, Public Relations, Digital Strategy, Sales, Advertising, Online Advertising, Marketing, Social Networking, Mobile Marketing, Theatre, Fundraising, Strategy, Video Production, Start-ups, SEM, New Media, Directing, Entertainment, Agile Project Management, Project Management, General Awesomeness
Education
Columbia University in the City of New York
MFA, Theater Art - Acting
Tufts University
BA, International Relations, focus: MidEast
Fidelity Investments April 2014 - Present
Noor Theatre June 2010 - Present
Call2Action September 2007 - October 2013
Feelance Online Marketing and Social Media Consultant 2007 - 2010
NY Arab American Comedy Festival February 2009 - May 2009
Gotham Glow January 2009 - March 2009
Guthrie Theater December 2007 - March 2008
D. E. Shaw & Co. November 2006 - November 2007
Nibras Arab-American Theater September 2002 - September 2006
International WOW 2001 - 2003
Skills
Production Managment, Bug Tracking, Non-profits, Online Marketing, Facebook, Social Media, YouTube, Social Media Marketing, Acting, Newsletters, Nonprofits, Entrepreneurship, Public Relations, Digital Strategy, Sales, Advertising, Online Advertising, Marketing, Social Networking, Mobile Marketing, Theatre, Fundraising, Strategy, Video Production, Start-ups, SEM, New Media, Directing, Entertainment, Agile Project Management, Project Management, General Awesomeness
Education
Columbia University in the City of New York
MFA, Theater Art - Acting
Tufts University
BA, International Relations, focus: MidEast
Richard de Reyna Richard de Reyna's Fidelity Investments Experience May 1994 - June 2000
Job InterGen
Industry Medical Devices
Experience
InterGen June 2015 - Present
Oxford Immunotec March 2014 - January 2015
Endurance International Group March 2013 - January 2014
Pearson Learning Solutions July 2011 - June 2012
Keane February 2010 - February 2011
Aspect Medical Systems December 2004 - November 2009
Teradyne June 2002 - December 2004
Viant June 2000 - June 2002
Fidelity Investments May 1994 - June 2000
Skills
Finance, Financial Modeling, Analysis, Start-ups, Strategic Financial..., Strategy, Financial Analysis, Budgets, Strategic Planning, Corporate Finance, Competitive Analysis, Financial Planning, Forecasting, Leadership, Budget, Business Strategy, Cross-functional Team..., Acquisition Integration, Business Analysis, Project Management, Process Improvement, Change Management, Business Development, Business Planning, Team Building, Mergers & Acquisitions, Analytics, Business Process..., Executive Management, Management, Budgeting, Valuation, Restructuring, Customer Service, Financial Reporting, Accounting
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Brown University 1985 — 1989
BA, International Relations
Summit High School 1982 — 1985
HSD, College Prep
InterGen June 2015 - Present
Oxford Immunotec March 2014 - January 2015
Endurance International Group March 2013 - January 2014
Pearson Learning Solutions July 2011 - June 2012
Keane February 2010 - February 2011
Aspect Medical Systems December 2004 - November 2009
Teradyne June 2002 - December 2004
Viant June 2000 - June 2002
Fidelity Investments May 1994 - June 2000
Skills
Finance, Financial Modeling, Analysis, Start-ups, Strategic Financial..., Strategy, Financial Analysis, Budgets, Strategic Planning, Corporate Finance, Competitive Analysis, Financial Planning, Forecasting, Leadership, Budget, Business Strategy, Cross-functional Team..., Acquisition Integration, Business Analysis, Project Management, Process Improvement, Change Management, Business Development, Business Planning, Team Building, Mergers & Acquisitions, Analytics, Business Process..., Executive Management, Management, Budgeting, Valuation, Restructuring, Customer Service, Financial Reporting, Accounting
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Brown University 1985 — 1989
BA, International Relations
Summit High School 1982 — 1985
HSD, College Prep
Kevin Xiao's Fidelity Investments Experience May 2014 - August 2014
Job Student at Columbia University
Industry Computer Software
Experience
Google May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
Cree January 2013 - June 2013
Skills
Web Development, Android Development, Java, C, C++, Python, HTML/CSS, JavaScript/JQuery, SQL & PL/SQL
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Science (B.S.), Computer Science
Green Hope High School 2009 — 2013
Valedictorian
Google May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
Cree January 2013 - June 2013
Skills
Web Development, Android Development, Java, C, C++, Python, HTML/CSS, JavaScript/JQuery, SQL & PL/SQL
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Science (B.S.), Computer Science
Green Hope High School 2009 — 2013
Valedictorian
Mallika Narain's Fidelity Investments Experience June 2008 - August 2008
Job Senior Account Manager at MightyHive
Industry Marketing and Advertising
Experience
MightyHive May 2015 - Present
Electronic Arts (EA) April 2014 - April 2015
Rosetta March 2013 - April 2014
Rosetta August 2011 - March 2013
Johnson & Johnson August 2009 - August 2009
Fidelity Investments June 2008 - August 2008
Skills
Strategic Communications, Research, Strategic Consulting, Marketing Strategy, Digital Marketing, Personalization, Market Research, Program Management, Strategic Planning, Qualitative Research, Marketing
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics-Politics, English Literature, 3.76
Gulliver Preparatory 2003 — 2007
MightyHive May 2015 - Present
Electronic Arts (EA) April 2014 - April 2015
Rosetta March 2013 - April 2014
Rosetta August 2011 - March 2013
Johnson & Johnson August 2009 - August 2009
Fidelity Investments June 2008 - August 2008
Skills
Strategic Communications, Research, Strategic Consulting, Marketing Strategy, Digital Marketing, Personalization, Market Research, Program Management, Strategic Planning, Qualitative Research, Marketing
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics-Politics, English Literature, 3.76
Gulliver Preparatory 2003 — 2007
Andrew Van Degna's Fidelity Investments Experience October 2014 - Present
Job Senior Director, Cash Management Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Swish Ally Fund October 2013 - Present
Fidelity Investments June 2012 - October 2014
J.P. Morgan August 2004 - May 2012
Skills
Business Strategy, Business Analysis, Business Process..., Business Case..., Managerial Experience, Business Requirements, Vendor Relations, Gap Analysis, Planning, MIS Reporting, Project Execution, MS Project, Visio, Financial Analysis, MS Office Suite, Business Process Design, Project Management, Product Management, Program Implementation, Provision, Management, Risk Management, Financial Services, Project Planning, Nonprofits, Volunteering, Vendor Management, SDLC, PMO, Business Process, Process Improvement, Requirements Gathering, Relationship Management, Analysis, Project Delivery, Governance, Information Technology, Requirements Analysis, Analytics, Strategy, SharePoint, Knowledge Management, Banking, Finance, Business Process..., IT Strategy, Program Management, Change Management, Cross-functional Team..., Business Transformation
Education
Columbia University in the City of New York 2010 — 2012
Master of Science, Technology Mangement
Syracuse University 2000 — 2004
Bachelor of Science, Information Management & Technology (iSchool)
Fidelity Investments October 2014 - Present
Swish Ally Fund October 2013 - Present
Fidelity Investments June 2012 - October 2014
J.P. Morgan August 2004 - May 2012
Skills
Business Strategy, Business Analysis, Business Process..., Business Case..., Managerial Experience, Business Requirements, Vendor Relations, Gap Analysis, Planning, MIS Reporting, Project Execution, MS Project, Visio, Financial Analysis, MS Office Suite, Business Process Design, Project Management, Product Management, Program Implementation, Provision, Management, Risk Management, Financial Services, Project Planning, Nonprofits, Volunteering, Vendor Management, SDLC, PMO, Business Process, Process Improvement, Requirements Gathering, Relationship Management, Analysis, Project Delivery, Governance, Information Technology, Requirements Analysis, Analytics, Strategy, SharePoint, Knowledge Management, Banking, Finance, Business Process..., IT Strategy, Program Management, Change Management, Cross-functional Team..., Business Transformation
Education
Columbia University in the City of New York 2010 — 2012
Master of Science, Technology Mangement
Syracuse University 2000 — 2004
Bachelor of Science, Information Management & Technology (iSchool)
Haesu Lee's Fidelity Investments Experience June 2015 - August 2015
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Fidelity Investments June 2015 - August 2015
Canaccord Genuity Inc. January 2012 - June 2014
TELUS September 2009 - December 2011
Skills
Financial Modeling, Strategic Planning, Marketing Intelligence, Corporate Development, Financial Analysis, Mergers, Business Strategy, Business Planning, Mergers & Acquisitions, Corporate Finance, Competitive Analysis, Bloomberg, Equity Research, Valuation, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
York University - Schulich School of Business 2005 — 2009
IBBA (International BBA)
CFA Institute 2009 — 2013
Fidelity Investments June 2015 - August 2015
Canaccord Genuity Inc. January 2012 - June 2014
TELUS September 2009 - December 2011
Skills
Financial Modeling, Strategic Planning, Marketing Intelligence, Corporate Development, Financial Analysis, Mergers, Business Strategy, Business Planning, Mergers & Acquisitions, Corporate Finance, Competitive Analysis, Bloomberg, Equity Research, Valuation, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
York University - Schulich School of Business 2005 — 2009
IBBA (International BBA)
CFA Institute 2009 — 2013
Scott Trenary's Fidelity Investments Experience July 2013 - June 2014
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Mercator Fund / Sycale Advisors April 2015 - August 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments July 2011 - 2013
Skills
ETFs, Strategic Consulting, ETF Operations, Investment Research, Equity Research, Six Sigma, Lean Manufacturing, Business Analysis, ETF Analysis, Data Analysis, Process Consulting, Mathematics, Microsoft Excel, PowerPoint, Access Database, Visio, Investment Strategies, Process Engineering, Operations, ETF Strategy, Alternative Investment..., Special Situations..., Strategy, Management Consulting, Competitive Analysis, Financial Modeling
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Value Investing Program
University of Michigan Engineering School 2007 — 2011
Bachelor of Engineering (B.E.), Industrial and Operations Engineering
Mercator Fund / Sycale Advisors April 2015 - August 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments July 2011 - 2013
Skills
ETFs, Strategic Consulting, ETF Operations, Investment Research, Equity Research, Six Sigma, Lean Manufacturing, Business Analysis, ETF Analysis, Data Analysis, Process Consulting, Mathematics, Microsoft Excel, PowerPoint, Access Database, Visio, Investment Strategies, Process Engineering, Operations, ETF Strategy, Alternative Investment..., Special Situations..., Strategy, Management Consulting, Competitive Analysis, Financial Modeling
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Value Investing Program
University of Michigan Engineering School 2007 — 2011
Bachelor of Engineering (B.E.), Industrial and Operations Engineering
Jason Reichard's Fidelity Investments Experience August 2010 - December 2014
Job Experienced Finance Manager
Industry Financial Services
Experience
ACTIVE Network January 2015 - August 2015
Fidelity Investments August 2010 - December 2014
Fidelity Investments 2008 - 2010
Fidelity Investments 2002 - 2006
Education
NYU Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Columbia University in the City of New York 1998 — 2002
Bachelor's degree, Economics
ACTIVE Network January 2015 - August 2015
Fidelity Investments August 2010 - December 2014
Fidelity Investments 2008 - 2010
Fidelity Investments 2002 - 2006
Education
NYU Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Columbia University in the City of New York 1998 — 2002
Bachelor's degree, Economics
Nick Rhoads Nick Rhoads's Fidelity Investments Experience 2010 - 2013
Job Investment Banking at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2015 - Present
Goldman Sachs 2014 - 2014
Fidelity Investments 2010 - 2013
Fidelity Investments 2009 - 2010
Fidelity Investments 2009 - 2009
Northwestern Mutual Investment Services 2008 - 2009
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University
Bachelor of Science
Goldman Sachs 2015 - Present
Goldman Sachs 2014 - 2014
Fidelity Investments 2010 - 2013
Fidelity Investments 2009 - 2010
Fidelity Investments 2009 - 2009
Northwestern Mutual Investment Services 2008 - 2009
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University
Bachelor of Science
Halle Murray Halle Murray's Fidelity Investments Experience June 2014 - September 2014
Job Interaction Designer at Fjord
Industry Design
Experience
Fjord June 2015 - Present
Fidelity Investments June 2014 - September 2014
Chemical Abstracts Service October 2009 - August 2013
Skills
Chemical Engineering, Research, Technical Writing, Chemistry, Data Analysis, Engineering, Sustainability, Product Development, Photoshop, Illustrator, iMovie, Blogging, InDesign, Design Research, Product Design, Interaction Design
Education
Northwestern University 2013 — 2014
Master of Science (MS), Engineering Design and Innovation (EDI)
Columbus College of Art & Design 2009 — 2011
Continuing Education, Drawing
The Ohio State University 2005 — 2009
B.S., Chemical Engineering
Fjord June 2015 - Present
Fidelity Investments June 2014 - September 2014
Chemical Abstracts Service October 2009 - August 2013
Skills
Chemical Engineering, Research, Technical Writing, Chemistry, Data Analysis, Engineering, Sustainability, Product Development, Photoshop, Illustrator, iMovie, Blogging, InDesign, Design Research, Product Design, Interaction Design
Education
Northwestern University 2013 — 2014
Master of Science (MS), Engineering Design and Innovation (EDI)
Columbus College of Art & Design 2009 — 2011
Continuing Education, Drawing
The Ohio State University 2005 — 2009
B.S., Chemical Engineering
Euriah Bennett Euriah Bennett's Fidelity Investments Experience November 2014 - Present
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Raymond James October 2010 - 2014
Dexia Credit Local 2007 - 2010
JPMorgan 2004 - 2007
Bank One / JP Morgan 2001 - 2004
Jackson Securities 2000 - 2001
JC Bradford 1997 - 2000
AIG 1996 - 1997
Prudential Securities 1993 - 1996
Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Stanford University
Bachelor of Arts (B.A.), Economics
Fidelity Investments November 2014 - Present
Raymond James October 2010 - 2014
Dexia Credit Local 2007 - 2010
JPMorgan 2004 - 2007
Bank One / JP Morgan 2001 - 2004
Jackson Securities 2000 - 2001
JC Bradford 1997 - 2000
AIG 1996 - 1997
Prudential Securities 1993 - 1996
Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Stanford University
Bachelor of Arts (B.A.), Economics
Jarrod Ekengren's Fidelity Investments Experience September 2008 - April 2010
Job Graduate Student at Columbia University Mailman School of Public Health
Industry Research
Experience
University of California, San Diego September 2014 - July 2015
Eklectic Partners, LLC January 2011 - June 2013
Explorica Educational Travel August 2011 - July 2012
Fidelity Investments September 2008 - April 2010
Fidelity Investments June 2006 - September 2008
Fidelity Investments February 2006 - June 2006
Vector Marketing Corp September 2002 - February 2006
YMCA of the East Bay 2005 - 2005
Skills
Entrepreneurship, Sales, Closing Abilities, Customer Retention, Field Training, Retirement Planning, Asset Allocation, Investments, Public Speaking, Teamwork, Leadership, Youth Leadership, Start-ups, Cultural Anthropology, Management, Customer Service
Education
Columbia University Mailman School of Public Health
Master of Public Health (MPH), Sociomedical Sciences
UCSD 2013 — 2015
Bachelor of Arts (B.A.) with Highest Distinction, Sociocultural Anthropology & Global Health, 3.985 GPA
San Diego Mesa College 2012 — 2013
Associate of Science (A.S.), Behavioral Sciences
University of California, San Diego September 2014 - July 2015
Eklectic Partners, LLC January 2011 - June 2013
Explorica Educational Travel August 2011 - July 2012
Fidelity Investments September 2008 - April 2010
Fidelity Investments June 2006 - September 2008
Fidelity Investments February 2006 - June 2006
Vector Marketing Corp September 2002 - February 2006
YMCA of the East Bay 2005 - 2005
Skills
Entrepreneurship, Sales, Closing Abilities, Customer Retention, Field Training, Retirement Planning, Asset Allocation, Investments, Public Speaking, Teamwork, Leadership, Youth Leadership, Start-ups, Cultural Anthropology, Management, Customer Service
Education
Columbia University Mailman School of Public Health
Master of Public Health (MPH), Sociomedical Sciences
UCSD 2013 — 2015
Bachelor of Arts (B.A.) with Highest Distinction, Sociocultural Anthropology & Global Health, 3.985 GPA
San Diego Mesa College 2012 — 2013
Associate of Science (A.S.), Behavioral Sciences
Denis Tolkachev's Fidelity Investments Experience June 2014 - August 2014
Job Analyst at Capital Group
Industry Investment Management
Experience
Capital Group July 2015 - Present
Fidelity Investments June 2014 - August 2014
Firebird Management LLC May 2014 - June 2014
Urban Compass November 2012 - June 2013
Kingdon Capital August 2011 - October 2012
Goldman Sachs July 2009 - July 2011
Goldman Sachs July 2007 - July 2009
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The Ohio State University 2003 — 2007
BSBA, Accounting and Finance
Санкт-Петербургский Государственный Политехнический Университет / Saint Petersburg State Polytechnical University
Economics
Capital Group July 2015 - Present
Fidelity Investments June 2014 - August 2014
Firebird Management LLC May 2014 - June 2014
Urban Compass November 2012 - June 2013
Kingdon Capital August 2011 - October 2012
Goldman Sachs July 2009 - July 2011
Goldman Sachs July 2007 - July 2009
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The Ohio State University 2003 — 2007
BSBA, Accounting and Finance
Санкт-Петербургский Государственный Политехнический Университет / Saint Petersburg State Polytechnical University
Economics
Jordan Hirsch Jordan Hirsch's Fidelity Investments Experience December 2013 - May 2014
Job Operations Manager at Winchester Financial Group, Inc.
Industry Financial Services
Experience
Winchester Financial Group, Inc. May 2014 - Present
Fidelity Investments December 2013 - May 2014
Fidelity Investments March 2013 - December 2013
Mandarin Oriental Hotel Group June 2010 - March 2013
UMass Boston Student Managed Fund September 2012 - January 2013
Skills
Microsoft Excel, Finance, PowerPoint, Communication, Entrepreneurship, New Business Development, Microsoft Word, Strategic Financial..., Stock Management, Critical Thinking, Analysis, Customer Service, Management, Marketing Strategy, Sales Management, Social Media, Financial Planning, Strategic Planning
Education
University of Massachusetts Boston 2009 — 2012
Management, Accounting and Finance
Columbus State 2007 — 2008
Winchester Financial Group, Inc. May 2014 - Present
Fidelity Investments December 2013 - May 2014
Fidelity Investments March 2013 - December 2013
Mandarin Oriental Hotel Group June 2010 - March 2013
UMass Boston Student Managed Fund September 2012 - January 2013
Skills
Microsoft Excel, Finance, PowerPoint, Communication, Entrepreneurship, New Business Development, Microsoft Word, Strategic Financial..., Stock Management, Critical Thinking, Analysis, Customer Service, Management, Marketing Strategy, Sales Management, Social Media, Financial Planning, Strategic Planning
Education
University of Massachusetts Boston 2009 — 2012
Management, Accounting and Finance
Columbus State 2007 — 2008
Rob Kress Rob Kress's Fidelity Investments Experience May 2000 - June 2003
Job Network Engineer at The Ohio Department of Taxation & The Columbus Clippers
Industry Information Technology and Services
Experience
Columbus Clippers Baseball Team March 2015 - Present
The Ohio Department of Taxation December 2014 - Present
The Ohio Department of Taxation October 2007 - December 2014
The Ohio Department of Taxation January 2005 - October 2007
Fidelity Investments May 2000 - June 2003
Skills
Switches, CCNA, Windows Server, Servers, VMware, Troubleshooting, Help Desk Support, Cisco Routers, Network Security, Network Administration, Networking, Infrastructure
Education
Columbus State 2008 — 2012
Cisco Internetworking
Northern Kentucky University 1995 — 2000
Bachelor of Science (BS), Information Systems
Babbage Simmel
Columbus Clippers Baseball Team March 2015 - Present
The Ohio Department of Taxation December 2014 - Present
The Ohio Department of Taxation October 2007 - December 2014
The Ohio Department of Taxation January 2005 - October 2007
Fidelity Investments May 2000 - June 2003
Skills
Switches, CCNA, Windows Server, Servers, VMware, Troubleshooting, Help Desk Support, Cisco Routers, Network Security, Network Administration, Networking, Infrastructure
Education
Columbus State 2008 — 2012
Cisco Internetworking
Northern Kentucky University 1995 — 2000
Bachelor of Science (BS), Information Systems
Babbage Simmel
Samantha Chinn Samantha Chinn's Fidelity Investments Experience January 2013 - April 2013
Job Private Client Risk Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase May 2013 - August 2014
Fidelity Investments January 2013 - April 2013
Village Academy Schools September 2007 - December 2011
Skills
Customer Service, Project Planning
Education
The Ohio State University 2009 — 2012
BS, Consumer Science
Columbus State 2007 — 2009
Associate, Arts
JPMorgan Chase August 2014 - Present
JPMorgan Chase May 2013 - August 2014
Fidelity Investments January 2013 - April 2013
Village Academy Schools September 2007 - December 2011
Skills
Customer Service, Project Planning
Education
The Ohio State University 2009 — 2012
BS, Consumer Science
Columbus State 2007 — 2009
Associate, Arts
Sharon Botwinik Sharon Botwinik's Fidelity Investments Experience June 2014 - Present
Job Vice President, Strategy & Planning, Fidelity Pricing and Cash Management Services
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments July 2013 - June 2014
Fidelity Investments November 2012 - May 2013
Citizens Bank January 2012 - November 2012
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2005
Forrester Research 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Symmetrix 1993 - 1996
Skills
Financial Services, Cross-functional Team..., Strategy, Management, Analytics, Competitive Analysis, Business Analysis, Customer Satisfaction, Business Process..., Analysis, Change Management, Process Improvement, Savings, Portfolio Management, Program Management, Securities, Product Development, Forecasting, CRM, Market Research, Strategic Planning, Integrated Marketing, Mergers & Acquisitions, Business Process, Consulting, Business Intelligence, Enterprise Software, Executive Management, Governance, Project Planning
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Marketing, Management, Finance
Rensselaer Polytechnic Institute 1981 — 1985
BS, Mechanical Engineering
Fidelity Investments June 2014 - Present
Fidelity Investments July 2013 - June 2014
Fidelity Investments November 2012 - May 2013
Citizens Bank January 2012 - November 2012
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2005
Forrester Research 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Symmetrix 1993 - 1996
Skills
Financial Services, Cross-functional Team..., Strategy, Management, Analytics, Competitive Analysis, Business Analysis, Customer Satisfaction, Business Process..., Analysis, Change Management, Process Improvement, Savings, Portfolio Management, Program Management, Securities, Product Development, Forecasting, CRM, Market Research, Strategic Planning, Integrated Marketing, Mergers & Acquisitions, Business Process, Consulting, Business Intelligence, Enterprise Software, Executive Management, Governance, Project Planning
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Marketing, Management, Finance
Rensselaer Polytechnic Institute 1981 — 1985
BS, Mechanical Engineering
Brian Louko, CFA Brian Louko, CFA's Fidelity Investments Experience 2006 - 2012
Job Research Analyst at MAST Capital Management
Industry Investment Management
Experience
MAST Capital Management 2014 - Present
Kwoller 2014 - Present
Embed.ly 2010 - Present
American Airlines May 2013 - August 2013
Telsey Advisory Group 2013 - May 2013
Fidelity Investments 2006 - 2012
Skills
Hedge Funds, Credit Risk, Financial Modeling, Alternative Investments, Financial Analysis, Capital Markets, Strategic Financial..., Risk Management, Investment Strategies, Investment Management, Credit Analysis, Non-profit Consulting, Restructuring, Business Development, Business Strategy, Mergers & Acquisitions, Financial Risk..., Valuation, Equity Research, Distresse, Debt Restructuring, Debt, Start-up Ventures, Non-profit Leadership, Non-profit Board..., Prime Brokerage, Start-ups, Distressed Debt, Bloomberg, Equities, Corporate Finance, Investments, Value Investing
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Chartered Financial Analyst Institute 2007 — 2009
CFA Charterholder
Northeastern University 2000 — 2005
Bachelor of Science in Business, Finance/Accounting
MAST Capital Management 2014 - Present
Kwoller 2014 - Present
Embed.ly 2010 - Present
American Airlines May 2013 - August 2013
Telsey Advisory Group 2013 - May 2013
Fidelity Investments 2006 - 2012
Skills
Hedge Funds, Credit Risk, Financial Modeling, Alternative Investments, Financial Analysis, Capital Markets, Strategic Financial..., Risk Management, Investment Strategies, Investment Management, Credit Analysis, Non-profit Consulting, Restructuring, Business Development, Business Strategy, Mergers & Acquisitions, Financial Risk..., Valuation, Equity Research, Distresse, Debt Restructuring, Debt, Start-up Ventures, Non-profit Leadership, Non-profit Board..., Prime Brokerage, Start-ups, Distressed Debt, Bloomberg, Equities, Corporate Finance, Investments, Value Investing
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Chartered Financial Analyst Institute 2007 — 2009
CFA Charterholder
Northeastern University 2000 — 2005
Bachelor of Science in Business, Finance/Accounting
Bao Truong Bao Truong's Fidelity Investments Experience January 2015 - Present
Job Vice President, Human Resources at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments January 2015 - Present
GE Capital July 2013 - December 2014
GE Capital Real Estate June 2010 - July 2013
GE Capital Real Estate April 2008 - June 2010
General Electric - Corporate Headquarters January 2005 - March 2008
Pepsi Bottling Group March 2003 - January 2005
GE Rail Services June 2002 - March 2003
Capital Aviation Services October 2001 - June 2002
GE Capital Information Technology Solutions January 2001 - October 2001
Skills
Talent Management, Recruiting, Personnel Management, Strategy, Program Management, Human Resources, Leadership, Cross-functional Team..., Employee Relations, Organizational..., CRM, Performance Management, Six Sigma, Succession Planning, Temporary Placement, Process Improvement, Management
Education
Columbia University in the City of New York 1999 — 2000
M.A., Organizational Psychology
University at Albany, SUNY
B.A, Psychology; Industrial/Organizational Psychology
Fidelity Investments January 2015 - Present
GE Capital July 2013 - December 2014
GE Capital Real Estate June 2010 - July 2013
GE Capital Real Estate April 2008 - June 2010
General Electric - Corporate Headquarters January 2005 - March 2008
Pepsi Bottling Group March 2003 - January 2005
GE Rail Services June 2002 - March 2003
Capital Aviation Services October 2001 - June 2002
GE Capital Information Technology Solutions January 2001 - October 2001
Skills
Talent Management, Recruiting, Personnel Management, Strategy, Program Management, Human Resources, Leadership, Cross-functional Team..., Employee Relations, Organizational..., CRM, Performance Management, Six Sigma, Succession Planning, Temporary Placement, Process Improvement, Management
Education
Columbia University in the City of New York 1999 — 2000
M.A., Organizational Psychology
University at Albany, SUNY
B.A, Psychology; Industrial/Organizational Psychology
Dan Curtin's Fidelity Investments Experience 1991 - 1998
Job
Industry Investment Management
Experience
J.P. Morgan September 2007 - Present
Goldman Sachs 2000 - 2007
Fidelity Investments 1991 - 1998
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Private Equity, Capital Markets, Asset Management, Investments, Bloomberg, Series 7, Asset Allocation, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics
J.P. Morgan September 2007 - Present
Goldman Sachs 2000 - 2007
Fidelity Investments 1991 - 1998
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Private Equity, Capital Markets, Asset Management, Investments, Bloomberg, Series 7, Asset Allocation, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics
Christina Holley Christina Holley's Fidelity Investments Experience 2005 - 2008
Job Consultant at Cardinal Solutions
Industry Financial Services
Experience
Cardinal Solutions June 2014 - Present
Iron Data Solutions March 2013 - June 2014
RegEd February 2010 - March 2013
RegEd, Inc October 2009 - February 2010
Duke Raleigh Hospital September 2009 - October 2009
Consulants 2009 - 2009
Emergency First Response 2008 - 2009
Fidelity Investments 2005 - 2008
Connor, Evans & Hafenstein, LLP 2001 - 2005
William G. Cockrum, Esq 1997 - 2001
Skills
Process Improvement, Project Management, Team Leadership, Customer Service, Training, Account Management, Software Implementation, WebEx, Communication Skills, Consultative Approach, Project Coordination, Team-oriented, Cross-functional Team..., Multi Tasking, Collaboration, Troubleshooting, SharePoint, Vendor Management, Testing, Management, Business Process...
Education
Continuing Education, Wake Tech Community College 2009 — 2011
Ohio Dominican University 2001 — 2003
BA, Business Administration
Columbus State 1997 — 2000
AA
Cardinal Solutions June 2014 - Present
Iron Data Solutions March 2013 - June 2014
RegEd February 2010 - March 2013
RegEd, Inc October 2009 - February 2010
Duke Raleigh Hospital September 2009 - October 2009
Consulants 2009 - 2009
Emergency First Response 2008 - 2009
Fidelity Investments 2005 - 2008
Connor, Evans & Hafenstein, LLP 2001 - 2005
William G. Cockrum, Esq 1997 - 2001
Skills
Process Improvement, Project Management, Team Leadership, Customer Service, Training, Account Management, Software Implementation, WebEx, Communication Skills, Consultative Approach, Project Coordination, Team-oriented, Cross-functional Team..., Multi Tasking, Collaboration, Troubleshooting, SharePoint, Vendor Management, Testing, Management, Business Process...
Education
Continuing Education, Wake Tech Community College 2009 — 2011
Ohio Dominican University 2001 — 2003
BA, Business Administration
Columbus State 1997 — 2000
AA
Kristina Salen's Fidelity Investments Experience January 2006 - January 2013
Job CFO, Etsy
Industry Internet
Experience
Etsy January 2013 - Present
Cornerstone OnDemand July 2014 - Present
Trunk Archive October 2011 - Present
Fidelity Investments January 2006 - January 2013
Oppenheimer Capital May 2002 - December 2005
Merrill Lynch June 1997 - June 2001
Lazard Freres April 1996 - June 1997
SBC Warburg December 1994 - April 1996
Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Asset Managment, Financial Analysis, Equity Valuation, Mutual Funds, Digital Media, Media, Internet Strategy, Business Strategy, New Business Development, Private Equity, M&A experience, Venture Capital, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Vassar College 1989 — 1993
BA, political science
Etsy January 2013 - Present
Cornerstone OnDemand July 2014 - Present
Trunk Archive October 2011 - Present
Fidelity Investments January 2006 - January 2013
Oppenheimer Capital May 2002 - December 2005
Merrill Lynch June 1997 - June 2001
Lazard Freres April 1996 - June 1997
SBC Warburg December 1994 - April 1996
Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Asset Managment, Financial Analysis, Equity Valuation, Mutual Funds, Digital Media, Media, Internet Strategy, Business Strategy, New Business Development, Private Equity, M&A experience, Venture Capital, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Vassar College 1989 — 1993
BA, political science
Greg Whitten Greg Whitten's Fidelity Investments Experience 2007 - 2009
Job Composite Technician
Industry Aviation & Aerospace
Experience
Composite Technology Inc. affiliated with Sikorsky Aerospace Services January 2011 - Present
Keller ISD 2009 - November 2010
Fidelity Investments 2007 - 2009
Blimpie International 2004 - 2007
Synovus Financial Corp January 1999 - January 2004
Synovus Financial 1997 - 1999
Columbus Bank and Trust, - subsidiary of Synovus Financial Corp January 1994 - January 1997
TSYS 1990 - 1994
Skills
Access, Customer Service, Microsoft Word, Analysis, Sales, Human Resources, Accounts Payable, Team Building, Accounting, Microsoft Excel, Finance, Banking, Employee Benefits, Windows, Policy, PeopleSoft, Process Improvement, Leadership, Inventory Management
Education
Columbus State University
Bachelors Degree, Business Administration/Finance
Composite Technology Inc. affiliated with Sikorsky Aerospace Services January 2011 - Present
Keller ISD 2009 - November 2010
Fidelity Investments 2007 - 2009
Blimpie International 2004 - 2007
Synovus Financial Corp January 1999 - January 2004
Synovus Financial 1997 - 1999
Columbus Bank and Trust, - subsidiary of Synovus Financial Corp January 1994 - January 1997
TSYS 1990 - 1994
Skills
Access, Customer Service, Microsoft Word, Analysis, Sales, Human Resources, Accounts Payable, Team Building, Accounting, Microsoft Excel, Finance, Banking, Employee Benefits, Windows, Policy, PeopleSoft, Process Improvement, Leadership, Inventory Management
Education
Columbus State University
Bachelors Degree, Business Administration/Finance
Maureen Mager Maureen Mager's Fidelity Investments Experience August 2001 - August 2004
Job Senior Analyst at LPK Investment Group
Industry Investment Management
Experience
LPK Investment Group, LLP February 2008 - Present
Goldman Sachs September 2006 - February 2008
Fidelity Investments August 2001 - August 2004
Skills
Hedge Funds, Equity Valuation, Equity Research Analysis, Investment Portfolio, Trading Strategies, Equity Derivatives, Mergers & Acquisitions, Quantative Analysis, Equity Research
Education
Columbia Business School
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (BA)
LPK Investment Group, LLP February 2008 - Present
Goldman Sachs September 2006 - February 2008
Fidelity Investments August 2001 - August 2004
Skills
Hedge Funds, Equity Valuation, Equity Research Analysis, Investment Portfolio, Trading Strategies, Equity Derivatives, Mergers & Acquisitions, Quantative Analysis, Equity Research
Education
Columbia Business School
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (BA)
Michael Strange's Fidelity Investments Experience November 2013 - Present
Job Director, Business Process Improvement at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
National Financial, a Fidelity Investments Company September 2007 - November 2013
Fidelity Investments, Operations & Services Group November 2002 - September 2007
Skills
Series 7, Series 63, Financial Services, Project Management, Business Process...
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1991 — 1995
BA, Anthropology
Fidelity Investments November 2013 - Present
National Financial, a Fidelity Investments Company September 2007 - November 2013
Fidelity Investments, Operations & Services Group November 2002 - September 2007
Skills
Series 7, Series 63, Financial Services, Project Management, Business Process...
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1991 — 1995
BA, Anthropology
Sterling Mah Ingui's Fidelity Investments Experience July 2014 - Present
Job Director Product Management, Fidelity Labs at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
IBM December 2012 - July 2014
Duke University, The Fuqua School of Business September 2011 - November 2012
Duke University, The Fuqua School of Business 2010 - September 2011
American Express Company 2007 - 2009
McKinney 2006 - 2006
American Express Co. 2006 - 2006
Tiffany & Company 2004 - 2005
Tiffany & Company 2002 - 2004
Tiffany & Company 2002 - 2002
Skills
CRM, Marketing, Marketing Strategy, Sales, Product Marketing, Strategic Planning, Social Media Marketing, Data Analysis, Cross-functional Team..., Team Building, Business Strategy, Fundraising, Business Development, Leadership Development, Program Management, Social Media, Strategy, Competitive Analysis, Public Speaking, Coaching, Marketing Communications
Education
Duke University-The Fuqua School of Business, Columbia University- Columbia College
Duke University - The Fuqua School of Business 2005 — 2007
MBA
Gemological Institute of America 2002 — 2005
Diamond and Colored Stone
Columbia University in the City of New York 1997 — 2001
BA
Fidelity Investments July 2014 - Present
IBM December 2012 - July 2014
Duke University, The Fuqua School of Business September 2011 - November 2012
Duke University, The Fuqua School of Business 2010 - September 2011
American Express Company 2007 - 2009
McKinney 2006 - 2006
American Express Co. 2006 - 2006
Tiffany & Company 2004 - 2005
Tiffany & Company 2002 - 2004
Tiffany & Company 2002 - 2002
Skills
CRM, Marketing, Marketing Strategy, Sales, Product Marketing, Strategic Planning, Social Media Marketing, Data Analysis, Cross-functional Team..., Team Building, Business Strategy, Fundraising, Business Development, Leadership Development, Program Management, Social Media, Strategy, Competitive Analysis, Public Speaking, Coaching, Marketing Communications
Education
Duke University-The Fuqua School of Business, Columbia University- Columbia College
Duke University - The Fuqua School of Business 2005 — 2007
MBA
Gemological Institute of America 2002 — 2005
Diamond and Colored Stone
Columbia University in the City of New York 1997 — 2001
BA
Elisa Gilmartin's Fidelity Investments Experience April 1990 - December 1997
Job Chief Human Resources Officer / Senior Managing Director
Industry Information Services
Experience
Polycom September 2013 - May 2014
Polycom March 2011 - August 2013
Monster August 2008 - March 2011
EMC February 2001 - August 2008
Bank of Boston December 1997 - January 2001
Fidelity Investments April 1990 - December 1997
Bank of New England July 1987 - April 1990
Skills
Applicant Tracking..., Talent Management, Onboarding, Strategic Planning, Talent Acquisition, Performance Management, Recruiting, HRIS, Employee Engagement, Strategy, Technical Recruiting, Employee Relations, Succession Planning, Organizational..., Leadership, Workforce Planning, Process Improvement, College Recruiting, Executive Search, Human Resources, Sourcing, Vendor Management, Deferred Compensation, Organizational Design, Management, Organizational..., Internet Recruiting, Employee Benefits, Employer Branding, Interviews, Executive Management, Training, PeopleSoft, Leadership Development, Change Management, HR Consulting, Executive Coaching, Temporary Placement, Consulting, Compensation & Benefit
Education
Columbia University - Columbia Business School 2007 — 2007
Certification, Organizational Development and Talent Management
State University of New York College at Oswego
BA
Washingtonville High School
High School
Polycom September 2013 - May 2014
Polycom March 2011 - August 2013
Monster August 2008 - March 2011
EMC February 2001 - August 2008
Bank of Boston December 1997 - January 2001
Fidelity Investments April 1990 - December 1997
Bank of New England July 1987 - April 1990
Skills
Applicant Tracking..., Talent Management, Onboarding, Strategic Planning, Talent Acquisition, Performance Management, Recruiting, HRIS, Employee Engagement, Strategy, Technical Recruiting, Employee Relations, Succession Planning, Organizational..., Leadership, Workforce Planning, Process Improvement, College Recruiting, Executive Search, Human Resources, Sourcing, Vendor Management, Deferred Compensation, Organizational Design, Management, Organizational..., Internet Recruiting, Employee Benefits, Employer Branding, Interviews, Executive Management, Training, PeopleSoft, Leadership Development, Change Management, HR Consulting, Executive Coaching, Temporary Placement, Consulting, Compensation & Benefit
Education
Columbia University - Columbia Business School 2007 — 2007
Certification, Organizational Development and Talent Management
State University of New York College at Oswego
BA
Washingtonville High School
High School
Andrew Collier's Fidelity Investments Experience November 2005 - October 2007
Job Senior Analyst Fraud Risk Management at Visa
Industry Financial Services
Experience
Visa July 2014 - Present
American Express May 2013 - July 2014
American Express March 2009 - May 2013
American Express January 2008 - March 2009
Fidelity Investments November 2005 - October 2007
Skills
SAS, Risk Management, Project Management, Financial Risk, Data Modeling, Statistical Modeling, Fraud, Analytics, Data Analysis, Financial Modeling, Business Analysis, Data Mining, Financial Analysis, Credit Cards, Predictive Modeling, Operational Risk, Forecasting
Education
Columbia University in the City of New York 2006 — 2008
Masters, Statistics
Weber State University 2000 — 2004
Bachelor's degree, Mathematics
Visa July 2014 - Present
American Express May 2013 - July 2014
American Express March 2009 - May 2013
American Express January 2008 - March 2009
Fidelity Investments November 2005 - October 2007
Skills
SAS, Risk Management, Project Management, Financial Risk, Data Modeling, Statistical Modeling, Fraud, Analytics, Data Analysis, Financial Modeling, Business Analysis, Data Mining, Financial Analysis, Credit Cards, Predictive Modeling, Operational Risk, Forecasting
Education
Columbia University in the City of New York 2006 — 2008
Masters, Statistics
Weber State University 2000 — 2004
Bachelor's degree, Mathematics
Brad Crooke's Fidelity Investments Experience November 1991 - November 2001
Job Business Manager / VP at ICF International
Industry Management Consulting
Experience
ICF International May 2002 - Present
Arthur D. Little January 2001 - April 2002
Fidelity Investments November 1991 - November 2001
Education
Columbia University - Columbia Business School 1984 — 1986
M.B.A., Operations Management
Cornell University 1977 — 1981
BS, Operations Research
ICF International May 2002 - Present
Arthur D. Little January 2001 - April 2002
Fidelity Investments November 1991 - November 2001
Education
Columbia University - Columbia Business School 1984 — 1986
M.B.A., Operations Management
Cornell University 1977 — 1981
BS, Operations Research
Nupur Bahal (nbahal@gmail.com)'s Fidelity Investments Experience 2006 - March 2009
Job Business Strategy & Marketing Executive
Industry Financial Services
Experience
Fidelity Invesments March 2009 - Present
Fidelity Investments 2006 - March 2009
Fidelity Investments 2004 - 2006
Bank of America 2002 - 2004
Merrill Lynch January 2002 - May 2002
Education
Columbia University - Columbia Business School 2000 — 2002
Delhi Public School
Fidelity Invesments March 2009 - Present
Fidelity Investments 2006 - March 2009
Fidelity Investments 2004 - 2006
Bank of America 2002 - 2004
Merrill Lynch January 2002 - May 2002
Education
Columbia University - Columbia Business School 2000 — 2002
Delhi Public School
Melisa Filipos's Fidelity Investments Experience 2000 - 2004
Job SVP eCommerce at Merrill Lynch/Bank of America
Industry Marketing and Advertising
Experience
Merrill Lynch July 2008 - Present
PARTNERS+simons 2015 - 2015
PARTNERS+simons 2015 - 2015
The Boston Group September 2006 - June 2008
Boathouse Group February 2004 - August 2006
Fidelity Investments 2000 - 2004
Skills
Account Management, Brand Development, Analytics, Advertising, Business Development, Brand Management, CRM, Competitive Analysis, Copywriting, Creative Strategy, Creative Direction, Cross-functional Team..., Digital Marketing, Digital Strategy, Digital Media, Direct Marketing, Direct Mail, Email Marketing, E-commerce, Interactive Marketing, Investments, Market Research, Marketing, Lead Generation, Integrated Marketing, Mobile Marketing, Multi-channel Marketing, Mutual Funds, New Business Development, Marketing Communications, Online Marketing, Web Analytics, User Experience, Vendor Management, Social Media, Series 7, Social Media Marketing, Strategic Partnerships, Strategic Planning, Project Management, Product Marketing, Product Management, Online Advertising, Marketing Strategy, Financial Services, Client Services, Business Strategy, Relationship Management, SEO, Retirement Planning
Education
Columbia University in the City of New York
Master of Arts (MA)
Lehigh University
Bachelor of Arts (BA)
Merrill Lynch July 2008 - Present
PARTNERS+simons 2015 - 2015
PARTNERS+simons 2015 - 2015
The Boston Group September 2006 - June 2008
Boathouse Group February 2004 - August 2006
Fidelity Investments 2000 - 2004
Skills
Account Management, Brand Development, Analytics, Advertising, Business Development, Brand Management, CRM, Competitive Analysis, Copywriting, Creative Strategy, Creative Direction, Cross-functional Team..., Digital Marketing, Digital Strategy, Digital Media, Direct Marketing, Direct Mail, Email Marketing, E-commerce, Interactive Marketing, Investments, Market Research, Marketing, Lead Generation, Integrated Marketing, Mobile Marketing, Multi-channel Marketing, Mutual Funds, New Business Development, Marketing Communications, Online Marketing, Web Analytics, User Experience, Vendor Management, Social Media, Series 7, Social Media Marketing, Strategic Partnerships, Strategic Planning, Project Management, Product Marketing, Product Management, Online Advertising, Marketing Strategy, Financial Services, Client Services, Business Strategy, Relationship Management, SEO, Retirement Planning
Education
Columbia University in the City of New York
Master of Arts (MA)
Lehigh University
Bachelor of Arts (BA)
Jessica O'Rourke's Fidelity Investments Experience 1991 - 1993
Job Wholesale Banking Solution Architecture at ACI Worldwide
Industry Computer Software
Experience
ACI Worldwide August 2008 - Present
ACI Worldwide January 2001 - July 2008
ACI Worldwide 2008 - 2008
ACI Worldwide 1994 - 2001
fidelity investments 1991 - 1993
logica, inc 1984 - 1991
Skills
Agile Methodologies, Payments, Requirements Analysis, Payment Systems, SDLC, Testing, Software Development, Software Project..., Java
Education
Columbia University in the City of New York 1980 — 1984
ACI Worldwide August 2008 - Present
ACI Worldwide January 2001 - July 2008
ACI Worldwide 2008 - 2008
ACI Worldwide 1994 - 2001
fidelity investments 1991 - 1993
logica, inc 1984 - 1991
Skills
Agile Methodologies, Payments, Requirements Analysis, Payment Systems, SDLC, Testing, Software Development, Software Project..., Java
Education
Columbia University in the City of New York 1980 — 1984
Philip Gong's Fidelity Investments Experience 1998 - 2003
Job IT Project Manager
Industry Utilities
Experience
NRG February 2010 - Present
NRG Energy August 2006 - February 2010
Pershing October 2005 - August 2006
Federated Department Stores October 2004 - October 2005
BNY Mellon February 2003 - October 2004
Fidelity Investments 1998 - 2003
Skills
Business Process, Business Analysis, Integration, Project Management, Software Project..., Strategy, Energy, Program Management, Analysis, Cross-functional Team..., Visio, SharePoint, Business Transformation, Mergers & Acquisitions, Management, Project Portfolio..., Business Process..., Capital Budgeting, Relationship Management, Leadership, SDLC, Mergers, Budgets, Vendor Management, Solar Energy, Process Improvement, IT Strategy, Energy Markets, Disaster Recovery, Project Planning, Business Intelligence, SCADA, IT Management, Acquisition Integration, Process Management, Business Valuation, IT Operations, Budget Process, Procurement, Risk Management, MS Project, Six Sigma, Access, Testing, Databases, Process Engineering, Microsoft Project, Solar PV, Technology Integration, Due Diligence
Education
Columbus State University 2011 — 2013
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA, Finance
NRG February 2010 - Present
NRG Energy August 2006 - February 2010
Pershing October 2005 - August 2006
Federated Department Stores October 2004 - October 2005
BNY Mellon February 2003 - October 2004
Fidelity Investments 1998 - 2003
Skills
Business Process, Business Analysis, Integration, Project Management, Software Project..., Strategy, Energy, Program Management, Analysis, Cross-functional Team..., Visio, SharePoint, Business Transformation, Mergers & Acquisitions, Management, Project Portfolio..., Business Process..., Capital Budgeting, Relationship Management, Leadership, SDLC, Mergers, Budgets, Vendor Management, Solar Energy, Process Improvement, IT Strategy, Energy Markets, Disaster Recovery, Project Planning, Business Intelligence, SCADA, IT Management, Acquisition Integration, Process Management, Business Valuation, IT Operations, Budget Process, Procurement, Risk Management, MS Project, Six Sigma, Access, Testing, Databases, Process Engineering, Microsoft Project, Solar PV, Technology Integration, Due Diligence
Education
Columbus State University 2011 — 2013
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA, Finance
Martha Gallagher's Fidelity Investments Experience 2000 - December 2010
Job CoFounder and Managing Partner at AdvisorAdit
Industry Financial Services
Experience
AdvisorAdit June 2011 - Present
RIA Consulting Services September 2010 - December 2011
Fidelity Investments 2000 - December 2010
MMG Consulting, Wellesley, MA October 1999 - December 2000
BancBoston Robertson Stephens January 1995 - October 1999
BankBoston January 1990 - January 1995
Marine Midland Banks January 1983 - January 1990
Touche Ross September 1981 - January 1983
Skills
Sales, Sales Management, Developing Client..., Client Relationship..., Strategic Planning, Strategy, Account Management, Product Management, Strategy Alignment, Strategy Implementation, Sales Management, Business Development, Mutual Funds, CRM, Financial Services, Investments, Finance, Asset Management, Financial Advisory, Private Equity, Capital Markets, Risk Management, Wealth Management
Education
Columbia University in the City of New York
BA, Anthropology
New York University - Leonard N. Stern School of Business
MBA, Finance
AdvisorAdit June 2011 - Present
RIA Consulting Services September 2010 - December 2011
Fidelity Investments 2000 - December 2010
MMG Consulting, Wellesley, MA October 1999 - December 2000
BancBoston Robertson Stephens January 1995 - October 1999
BankBoston January 1990 - January 1995
Marine Midland Banks January 1983 - January 1990
Touche Ross September 1981 - January 1983
Skills
Sales, Sales Management, Developing Client..., Client Relationship..., Strategic Planning, Strategy, Account Management, Product Management, Strategy Alignment, Strategy Implementation, Sales Management, Business Development, Mutual Funds, CRM, Financial Services, Investments, Finance, Asset Management, Financial Advisory, Private Equity, Capital Markets, Risk Management, Wealth Management
Education
Columbia University in the City of New York
BA, Anthropology
New York University - Leonard N. Stern School of Business
MBA, Finance
Shanika Baldwin's Fidelity Investments Experience May 2008 - Present
Job Manager Web publishing
Industry Marketing and Advertising
Experience
Fidelity Investments May 2008 - Present
Skills
Microsoft Office, Project Management, Analysis, Strategic Planning, Microsoft Excel, Program Management
Education
Columbia University in the City of New York 2002 — 2006
The Montclair Kimberley Academy 1998 — 2006
HS Diploma, General
Fidelity Investments May 2008 - Present
Skills
Microsoft Office, Project Management, Analysis, Strategic Planning, Microsoft Excel, Program Management
Education
Columbia University in the City of New York 2002 — 2006
The Montclair Kimberley Academy 1998 — 2006
HS Diploma, General
Glenn Matheson's Fidelity Investments Experience December 2000 - Present
Job Senior Visual Designer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2000 - Present
Digitas 1996 - 2000
The Phoenix Media/Communications Group 1992 - 1996
Skills
User Experience, User Interface Design, Interaction Design, User-centered Design, Usability Testing, User Experience Design, Wireframes, Usability, Web Design, User Interface, Wire Framing, Dreamweaver, CSS, Experience Design, Information Architecture, Photoshop
Education
Columbus College of Art & Design 1987 — 1991
Bachelor's of Fine Art, Advertising Design
Marshfield High School
Fidelity Investments December 2000 - Present
Digitas 1996 - 2000
The Phoenix Media/Communications Group 1992 - 1996
Skills
User Experience, User Interface Design, Interaction Design, User-centered Design, Usability Testing, User Experience Design, Wireframes, Usability, Web Design, User Interface, Wire Framing, Dreamweaver, CSS, Experience Design, Information Architecture, Photoshop
Education
Columbus College of Art & Design 1987 — 1991
Bachelor's of Fine Art, Advertising Design
Marshfield High School
Lin Katzenstein's Fidelity Investments Experience 1996 - 2002
Job Investment Service Rep at USAA
Industry Investment Management
Experience
USAA May 2009 - June 2014
ING Funds 2004 - 2008
ING Funds 2004 - 2008
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Series 7, Series 24, Series 66
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs & Certificate, East Asian Institute, Chinese Studies
Fordham Gabelli School of Business
MBA, Finance
University of Wisconsin-Madison
Bachelor of Arts, History
USAA May 2009 - June 2014
ING Funds 2004 - 2008
ING Funds 2004 - 2008
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Series 7, Series 24, Series 66
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs & Certificate, East Asian Institute, Chinese Studies
Fordham Gabelli School of Business
MBA, Finance
University of Wisconsin-Madison
Bachelor of Arts, History
Andrew Shirshac's Fidelity Investments Experience August 1995 - Present
Job Software Architect
Industry Financial Services
Experience
Fidelity Investments August 1995 - Present
Mellon Bank 1992 - 1995
The Boston Company 1991 - 1992
Andersen Consulting February 1990 - May 1991
Design Options, Inc. 1984 - 1990
Skills
SDLC, Agile Methodologies, Unix, SOA, Software Development, Software Project..., Java Enterprise Edition, Requirements Analysis, Perl, Java, Data Warehousing, Visio, Architectures, XML, Web Services, Relational Databases, Automated Software..., Shell Scripting, Application Development, Linux, J2EE, Solution Architecture, Test Automation, Creative Problem Solving, Debugging, Architecture, Business Analysis
Education
Columbia University, School of Engineering and Applied Science 1983 — 1984
MS, Mining Engineering
Columbia University, School of Engineering and Applied Science 1981 — 1983
BS, Mining Engineering
Columbia University - Columbia College 1978 — 1981
BA, Liberal Arts
Columbia University in the City of New York
Master's degree
Fidelity Investments August 1995 - Present
Mellon Bank 1992 - 1995
The Boston Company 1991 - 1992
Andersen Consulting February 1990 - May 1991
Design Options, Inc. 1984 - 1990
Skills
SDLC, Agile Methodologies, Unix, SOA, Software Development, Software Project..., Java Enterprise Edition, Requirements Analysis, Perl, Java, Data Warehousing, Visio, Architectures, XML, Web Services, Relational Databases, Automated Software..., Shell Scripting, Application Development, Linux, J2EE, Solution Architecture, Test Automation, Creative Problem Solving, Debugging, Architecture, Business Analysis
Education
Columbia University, School of Engineering and Applied Science 1983 — 1984
MS, Mining Engineering
Columbia University, School of Engineering and Applied Science 1981 — 1983
BS, Mining Engineering
Columbia University - Columbia College 1978 — 1981
BA, Liberal Arts
Columbia University in the City of New York
Master's degree
Timothy Hartshorn's Fidelity Investments Experience 2003 - Present
Job Trader Fidelity Investments
Industry Financial Services
Experience
Loan Sales and Trading Association 2011 - Present
Fidelity Investments 2003 - Present
HSBC Securities April 2002 - June 2003
Solomon Smith Barney, Citigroup August 1996 - January 2002
Smith Barney Inc August 1991 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Denison University 1987 — 1991
The Lawrenceville School 1984 — 1987
Loan Sales and Trading Association 2011 - Present
Fidelity Investments 2003 - Present
HSBC Securities April 2002 - June 2003
Solomon Smith Barney, Citigroup August 1996 - January 2002
Smith Barney Inc August 1991 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Denison University 1987 — 1991
The Lawrenceville School 1984 — 1987
Donna Tortorella's Fidelity Investments Experience Senior Instructional DesignereHigherEducationJuly 2003 - March 2005
Job Director, Project Management & Instructional Design, Fidelity Investments
Industry Education Management
Experience
Fidelity Investments Senior Instructional DesignereHigherEducationJuly 2003 - March 2005
Word Association March 2003 - June 2003
Kaplan Test Prep and Admissions March 2001 - February 2003
Kaplan Test Prep and Admissions January 2000 - February 2001
Education
Columbia University in the City of New York 1998 — 1999
MA, Educational Psychology
University of Pennsylvania 1989 — 1993
Fidelity Investments Senior Instructional DesignereHigherEducationJuly 2003 - March 2005
Word Association March 2003 - June 2003
Kaplan Test Prep and Admissions March 2001 - February 2003
Kaplan Test Prep and Admissions January 2000 - February 2001
Education
Columbia University in the City of New York 1998 — 1999
MA, Educational Psychology
University of Pennsylvania 1989 — 1993
Loren Norton's Fidelity Investments Experience 1994 - 1999
Job Product Manager
Industry Financial Services
Experience
Xios Technologies 2013 - Present
Direxionfunds May 2006 - October 2010
Credit Suisse 2003 - 2005
Morgan Stanley 2001 - 2002
Fidelity Investments 1994 - 1999
Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Fixed Income Trading, Credit Trading, Market Making, Credit Derivatives, Credit Risk, Asset Managment, Quantitative Analytics, Fixed Income, High Yield, Bonds, CDS, MBS, Trading
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (MS), OR (Engineering Methods in FInance)
Columbia Business School 1999 — 2001
MBA, Accounting and Finance
UMass Amherst 1991 — 1994
BBA, Accounting and Finance
Xaverian
Xios Technologies 2013 - Present
Direxionfunds May 2006 - October 2010
Credit Suisse 2003 - 2005
Morgan Stanley 2001 - 2002
Fidelity Investments 1994 - 1999
Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Fixed Income Trading, Credit Trading, Market Making, Credit Derivatives, Credit Risk, Asset Managment, Quantitative Analytics, Fixed Income, High Yield, Bonds, CDS, MBS, Trading
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (MS), OR (Engineering Methods in FInance)
Columbia Business School 1999 — 2001
MBA, Accounting and Finance
UMass Amherst 1991 — 1994
BBA, Accounting and Finance
Xaverian
Monica Sousa Abernathy's Fidelity Investments Experience June 1995 - June 2000
Job Independent Writer/Producer/Photographer
Industry Entertainment
Experience
Self-Employed 2013 - Present
American Museum of Natural History October 2012 - November 2012
The Museum of Modern Art January 2010 - February 2010
Self-Employed April 2001 - September 2009
Beta Multimedia Publishing January 2006 - May 2006
V-Day Taipei November 2005 - March 2006
Fidelity Investments June 1995 - June 2000
Skills
Public Speaking, Social Media, Data Analysis, Screenwriting, Film Production, Film Criticism, Music Videos, Video Production, Creative Writing
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's Degree, Film/Cinema/Video Studies, 3.59
University of Massachusetts, Amherst 1989 — 1992
Spanish and Iberian Studies, Portuguese
Self-Employed 2013 - Present
American Museum of Natural History October 2012 - November 2012
The Museum of Modern Art January 2010 - February 2010
Self-Employed April 2001 - September 2009
Beta Multimedia Publishing January 2006 - May 2006
V-Day Taipei November 2005 - March 2006
Fidelity Investments June 1995 - June 2000
Skills
Public Speaking, Social Media, Data Analysis, Screenwriting, Film Production, Film Criticism, Music Videos, Video Production, Creative Writing
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's Degree, Film/Cinema/Video Studies, 3.59
University of Massachusetts, Amherst 1989 — 1992
Spanish and Iberian Studies, Portuguese
Anton Marchuk's Fidelity Investments Experience March 2008 - Present
Job Financial Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
Bear Stearns April 2007 - March 2008
Morgan Stanley May 2000 - March 2007
Charles Schwab 1999 - 1999
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Risk Management, Equities, Investment Banking, Hedging, Alternative Investments, Derivatives, Options, Portfolio Management, Equity Derivatives, Financial Markets, Series 7, Trading Systems, Market Risk, Capital Markets, Series 63, Financial Risk, Securities Lending, Fund Of Funds, Quantitative Finance, Trading Strategies, Series 24, Series 27
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Financial Instruments
Columbia University in the City of New York 1996 — 2000
Bachelor of Science, Computer Science / Economics
Fidelity Investments March 2008 - Present
Bear Stearns April 2007 - March 2008
Morgan Stanley May 2000 - March 2007
Charles Schwab 1999 - 1999
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Risk Management, Equities, Investment Banking, Hedging, Alternative Investments, Derivatives, Options, Portfolio Management, Equity Derivatives, Financial Markets, Series 7, Trading Systems, Market Risk, Capital Markets, Series 63, Financial Risk, Securities Lending, Fund Of Funds, Quantitative Finance, Trading Strategies, Series 24, Series 27
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Financial Instruments
Columbia University in the City of New York 1996 — 2000
Bachelor of Science, Computer Science / Economics
Vince Walsh's Fidelity Investments Experience January 1992 - January 1994
Job Operations Strategy and Risk Management
Industry Financial Services
Experience
KPMG LLP March 1998 - Present
Pershing January 1994 - March 1998
Fidelity Investments January 1992 - January 1994
Instinet Corporation January 1985 - January 1992
Morgan Stanley 1982 - 1985
GE Capital June 1980 - January 1982
Skills
Capital Markets, Investment Banking, Asset Managment, Equities, Financial Services, Derivatives
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance & Accounting
University of Notre Dame - Mendoza College of Business 1969 — 1973
BBA, Marketing
KPMG LLP March 1998 - Present
Pershing January 1994 - March 1998
Fidelity Investments January 1992 - January 1994
Instinet Corporation January 1985 - January 1992
Morgan Stanley 1982 - 1985
GE Capital June 1980 - January 1982
Skills
Capital Markets, Investment Banking, Asset Managment, Equities, Financial Services, Derivatives
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance & Accounting
University of Notre Dame - Mendoza College of Business 1969 — 1973
BBA, Marketing
Susanna Berger's Fidelity Investments Experience January 2000 - January 2003
Job Global Marketing Leader, Tech, Media, Telecoms, PwC
Industry Marketing and Advertising
Experience
Union College July 2015 - Present
PwC February 2012 - Present
PricewaterhouseCoopers April 2009 - February 2012
PricewaterhouseCoopers December 2007 - April 2009
PricewaterhouseCoopers May 2007 - December 2007
PricewaterhouseCoopers January 2003 - June 2007
Fidelity Investments January 2000 - January 2003
Skills
Social Media, Market Research, Online Advertising, Digital Strategy, Management Consulting, Integrated Marketing, Marketing Strategy, Public Relations, Mobile Applications, SEO copywriting, SEM, Change Management, B2B Marketing, Marketing Analytics, Strategy, Business Development, Management, Leadership, Mergers & Acquisitions, Business Strategy, PPC, Strategic Planning, Internal Communications, Marketing, SEO, B2B, Program Management, Cross-functional Team..., Advertising, Analytics, New Business Development, Competitive Analysis, Sales, Strategic Partnerships, CRM, Start-ups, Marketing Communications, Thought Leadership
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Marketing, Strategy, Dean's list
Union College 1995 — 1999
BA, Political Science, Dean's list
Gloucester High School
Union College July 2015 - Present
PwC February 2012 - Present
PricewaterhouseCoopers April 2009 - February 2012
PricewaterhouseCoopers December 2007 - April 2009
PricewaterhouseCoopers May 2007 - December 2007
PricewaterhouseCoopers January 2003 - June 2007
Fidelity Investments January 2000 - January 2003
Skills
Social Media, Market Research, Online Advertising, Digital Strategy, Management Consulting, Integrated Marketing, Marketing Strategy, Public Relations, Mobile Applications, SEO copywriting, SEM, Change Management, B2B Marketing, Marketing Analytics, Strategy, Business Development, Management, Leadership, Mergers & Acquisitions, Business Strategy, PPC, Strategic Planning, Internal Communications, Marketing, SEO, B2B, Program Management, Cross-functional Team..., Advertising, Analytics, New Business Development, Competitive Analysis, Sales, Strategic Partnerships, CRM, Start-ups, Marketing Communications, Thought Leadership
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Marketing, Strategy, Dean's list
Union College 1995 — 1999
BA, Political Science, Dean's list
Gloucester High School
Karen Lee Wang's Fidelity Investments Experience June 1994 - June 1996
Job Director, Real Estate & Workplace at SoftBank Group International
Industry Facilities Services
Experience
SoftBank Group International January 2013 - Present
Stevensen & Neal Realtors May 2002 - Present
Scient October 1998 - July 2001
Cambridge Technology Partners June 1996 - October 1998
Fidelity Investments June 1994 - June 1996
Citibank June 1993 - May 1994
IBM 1989 - 1992
Skills
Program Management, Start-ups, Business Development, Entrepreneurship, Real Estate, Real Estate Development, Facilities Operations
Education
Columbia University in the City of New York 1990 — 1994
BS, Computer Science
SoftBank Group International January 2013 - Present
Stevensen & Neal Realtors May 2002 - Present
Scient October 1998 - July 2001
Cambridge Technology Partners June 1996 - October 1998
Fidelity Investments June 1994 - June 1996
Citibank June 1993 - May 1994
IBM 1989 - 1992
Skills
Program Management, Start-ups, Business Development, Entrepreneurship, Real Estate, Real Estate Development, Facilities Operations
Education
Columbia University in the City of New York 1990 — 1994
BS, Computer Science
Chris Durlacher's Fidelity Investments Experience August 2011 - June 2015
Job High Yield Analyst at Wellington
Industry Investment Management
Experience
Wellington Management August 2015 - Present
Fidelity Investments August 2011 - June 2015
Barclays Capital June 2010 - August 2010
RCG LLC October 2005 - June 2009
Pok-O-MacCready Camps June 2003 - September 2005
Skills
Asset Management, Financial Analysis, Portfolio Management, Analysis, Equity Research, Valuation, Bloomberg, Property Management, Asset Managment, Bonds, Alternative Investments, Equities, Investments, Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Value Investing
Williams College 1999 — 2003
BA, Art History
Wellington Management August 2015 - Present
Fidelity Investments August 2011 - June 2015
Barclays Capital June 2010 - August 2010
RCG LLC October 2005 - June 2009
Pok-O-MacCready Camps June 2003 - September 2005
Skills
Asset Management, Financial Analysis, Portfolio Management, Analysis, Equity Research, Valuation, Bloomberg, Property Management, Asset Managment, Bonds, Alternative Investments, Equities, Investments, Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Value Investing
Williams College 1999 — 2003
BA, Art History
Pete Malin's Fidelity Investments Experience April 2011 - Present
Job Director, Enterprise Integration Services at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2011 - Present
Fresenius Medical Care 2009 - January 2011
Fidelity Investments 1989 - December 2008
Kenan Systems 1988 - 1989
The World Bank 1983 - 1985
Skills
Networking, Firewalls, Testing, Network Engineering, Management, Operating Systems, ITIL, Visio, Vendor Management, Virtualization, Disaster Recovery, SDLC, IT Management, Data Center, Security, Integration
Education
Columbia University in the City of New York 1985 — 1988
BA, English
The George Washington University 1975 — 1981
Fidelity Investments April 2011 - Present
Fresenius Medical Care 2009 - January 2011
Fidelity Investments 1989 - December 2008
Kenan Systems 1988 - 1989
The World Bank 1983 - 1985
Skills
Networking, Firewalls, Testing, Network Engineering, Management, Operating Systems, ITIL, Visio, Vendor Management, Virtualization, Disaster Recovery, SDLC, IT Management, Data Center, Security, Integration
Education
Columbia University in the City of New York 1985 — 1988
BA, English
The George Washington University 1975 — 1981
Josie Yip's Fidelity Investments Experience January 2001 - April 2013
Job Senior Software Engineer at Harvard University
Industry Information Technology and Services
Experience
Harvard University April 2013 - Present
Fidelity Investments January 2001 - April 2013
Skills
Agile Methodologies, Websphere, XML, JCL, SQL, Web Services, C#, Oracle, Microsoft SQL Server, Java, ASP.NET, JavaScript, CSS, HTML, ASP.NET AJAX, CSS3, HTML 5, Software Development, Requirements Analysis, Software Design, Systems Analysis, jQuery, Maven, Hibernate, Subversion, Databases, Eclipse
Education
Columbia University in the City of New York 1997 — 1999
Cont-EDU
Concordia University 1988 — 1992
BSc
Continuing Education/Self Studies
Harvard University April 2013 - Present
Fidelity Investments January 2001 - April 2013
Skills
Agile Methodologies, Websphere, XML, JCL, SQL, Web Services, C#, Oracle, Microsoft SQL Server, Java, ASP.NET, JavaScript, CSS, HTML, ASP.NET AJAX, CSS3, HTML 5, Software Development, Requirements Analysis, Software Design, Systems Analysis, jQuery, Maven, Hibernate, Subversion, Databases, Eclipse
Education
Columbia University in the City of New York 1997 — 1999
Cont-EDU
Concordia University 1988 — 1992
BSc
Continuing Education/Self Studies
Scott Darby's Fidelity Investments Experience Fund ControllerWellesley CompaniesJanuary 2006 - December 2006
Job Director of Finance and Financial Planning at Fidelity Investments
Industry Real Estate
Experience
Fidelity Investments Fund ControllerWellesley CompaniesJanuary 2006 - December 2006
Pyramid Advisors April 2004 - December 2005
Marriott International September 1989 - September 2000
Education
Columbia University - Columbia Business School 2000 — 2004
MBA, Real Estate
Fidelity Investments Fund ControllerWellesley CompaniesJanuary 2006 - December 2006
Pyramid Advisors April 2004 - December 2005
Marriott International September 1989 - September 2000
Education
Columbia University - Columbia Business School 2000 — 2004
MBA, Real Estate
Steve Quackenbush's Fidelity Investments Experience May 2010 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Mercer March 2010 - May 2010
AXA Equitable March 2009 - February 2010
Fidelity Investments April 2008 - February 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2002 - 2004
Fidelity Investments 1995 - 2002
Norwest Bank 1993 - 1995
Bank of New York Mellon 1988 - 1993
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Columbia University in the City of New York 1981 — 1985
BA, Economics
Fidelity Investments May 2010 - Present
Mercer March 2010 - May 2010
AXA Equitable March 2009 - February 2010
Fidelity Investments April 2008 - February 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2002 - 2004
Fidelity Investments 1995 - 2002
Norwest Bank 1993 - 1995
Bank of New York Mellon 1988 - 1993
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Columbia University in the City of New York 1981 — 1985
BA, Economics
Vanck Zhu's Fidelity Investments Experience July 2011 - February 2014
Job Equity Research Associate at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC March 2014 - Present
Fidelity Investments July 2011 - February 2014
Navon Partners August 2010 - January 2011
Credit Suisse June 2010 - August 2010
Heraeus July 2009 - September 2009
Ivy Insiders April 2008 - August 2008
Shoreview Public Library September 2003 - December 2006
Skills
Microsoft Excel, Financial Modeling, Valuation, Economics, Mandarin, VBA, Financial Analysis, Data Analysis, Statistics, Research, Python
Education
Columbia University in the City of New York 2007 — 2011
Bachelor’s Degree, Mathematics, Economics-Philosophy
University of Oxford 2009 — 2010
N/A, Mathematics, Philosophy
Wolfe Research, LLC March 2014 - Present
Fidelity Investments July 2011 - February 2014
Navon Partners August 2010 - January 2011
Credit Suisse June 2010 - August 2010
Heraeus July 2009 - September 2009
Ivy Insiders April 2008 - August 2008
Shoreview Public Library September 2003 - December 2006
Skills
Microsoft Excel, Financial Modeling, Valuation, Economics, Mandarin, VBA, Financial Analysis, Data Analysis, Statistics, Research, Python
Education
Columbia University in the City of New York 2007 — 2011
Bachelor’s Degree, Mathematics, Economics-Philosophy
University of Oxford 2009 — 2010
N/A, Mathematics, Philosophy
David Levenson's Fidelity Investments Experience 1994 - 1995
Job Principal, Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Secured Retirement Institute 2014 - 2014
The Hartford July 2010 - September 2012
Hartford Life June 2009 - August 2010
Hartford Life Insurance, KK (Japan) August 2006 - June 2009
The Hartford 2002 - 2005
Fidelity Investments 1994 - 1995
Aetna LIfe and Casualty 1990 - 1994
Hewitt Associates 1988 - 1990
Education
Hitotsubashi University, School of International Corporate Strategy 2008 — 2011
Doctorate, International Business Strategy
Columbia University - Columbia Business School 1996 — 1997
MBA
University of Pennsylvania (Wharton) 1984 — 1988
BSE, Finance and Actuarial Science
Edward Jones October 2012 - Present
Secured Retirement Institute 2014 - 2014
The Hartford July 2010 - September 2012
Hartford Life June 2009 - August 2010
Hartford Life Insurance, KK (Japan) August 2006 - June 2009
The Hartford 2002 - 2005
Fidelity Investments 1994 - 1995
Aetna LIfe and Casualty 1990 - 1994
Hewitt Associates 1988 - 1990
Education
Hitotsubashi University, School of International Corporate Strategy 2008 — 2011
Doctorate, International Business Strategy
Columbia University - Columbia Business School 1996 — 1997
MBA
University of Pennsylvania (Wharton) 1984 — 1988
BSE, Finance and Actuarial Science
Sheryl Koepke's Fidelity Investments Experience June 1995 - Present
Job Vice President, Sales National Financial at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1995 - Present
Kidder Peabody November 1993 - November 1994
Merrill Lynch September 1984 - February 1990
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA, Psychology
Fidelity Investments June 1995 - Present
Kidder Peabody November 1993 - November 1994
Merrill Lynch September 1984 - February 1990
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA, Psychology
Fred Conley's Fidelity Investments Experience June 2014 - Present
Job SVP, Head of Institutional DCIO Sales at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Goldman Sachs Asset Management September 2010 - January 2014
Genworth Financial July 2005 - September 2010
CitiStreet August 2000 - July 2005
American Express 1996 - 2000
Hewitt Associates 1989 - 1994
Skills
Business Development, Retirement, Sales, Employee Benefits, 401k, Guaranteed Lifetime..., Institutional..., International Sales, Sales Management, Defined Contribution
Education
Columbia University in the City of New York
BA
Fidelity Investments June 2014 - Present
Goldman Sachs Asset Management September 2010 - January 2014
Genworth Financial July 2005 - September 2010
CitiStreet August 2000 - July 2005
American Express 1996 - 2000
Hewitt Associates 1989 - 1994
Skills
Business Development, Retirement, Sales, Employee Benefits, 401k, Guaranteed Lifetime..., Institutional..., International Sales, Sales Management, Defined Contribution
Education
Columbia University in the City of New York
BA
Robert Hartnett's Fidelity Investments Experience June 2009 - August 2009
Job Alternative Investments Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
Robert Di Fede's Fidelity Investments Experience 1992 - 1999
Job Researcher
Industry Financial Services
Experience
Various Clients August 2004 - June 2009
McKinsey & Company February 2003 - August 2004
Various Clients 2002 - 2003
McKinsey & Company 2000 - 2002
Various Clients 1999 - 2000
Fidelity Investments 1992 - 1999
Kidder Peabody 1990 - 1992
Dreyfus 1987 - 1989
Skills
Factiva, Competitive Analysis, Equity Research, Mergers & Acquisitions, Research, Databases, Investments, Finance, Marketing, Bloomberg, Nonprofits, Strategy
Education
Columbia University in the City of New York 1985 — 1986
MS, Library Science
New York University 1979 — 1984
BA, Sociology, Spanish
Various Clients August 2004 - June 2009
McKinsey & Company February 2003 - August 2004
Various Clients 2002 - 2003
McKinsey & Company 2000 - 2002
Various Clients 1999 - 2000
Fidelity Investments 1992 - 1999
Kidder Peabody 1990 - 1992
Dreyfus 1987 - 1989
Skills
Factiva, Competitive Analysis, Equity Research, Mergers & Acquisitions, Research, Databases, Investments, Finance, Marketing, Bloomberg, Nonprofits, Strategy
Education
Columbia University in the City of New York 1985 — 1986
MS, Library Science
New York University 1979 — 1984
BA, Sociology, Spanish
Xiaoyun Wang's Fidelity Investments Experience June 2011 - August 2011
Job Financial Modeling Analyst at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics December 2014 - Present
Argus Information and Advisory Services January 2013 - December 2014
Public Appeal March 2012 - May 2012
Fidelity Investments June 2011 - August 2011
Worcester Polytechnic Institute August 2009 - May 2011
BNP Paribas October 2010 - December 2010
Skills
SAS, R, Visual Basic, Python, SQL, Stata, Data Analysis, Statistics, Data Mining, Statistical Modeling, VBA, Time Series Analysis, Monte Carlo Simulation, Quantitative Analytics, Matlab
Education
Columbia University in the City of New York 2011 — 2012
MA, Statistics, 3.7
Worcester Polytechnic Institute 2008 — 2011
Bachelor of Science (BS), Actuarial Math, 3.95
Moody's Analytics December 2014 - Present
Argus Information and Advisory Services January 2013 - December 2014
Public Appeal March 2012 - May 2012
Fidelity Investments June 2011 - August 2011
Worcester Polytechnic Institute August 2009 - May 2011
BNP Paribas October 2010 - December 2010
Skills
SAS, R, Visual Basic, Python, SQL, Stata, Data Analysis, Statistics, Data Mining, Statistical Modeling, VBA, Time Series Analysis, Monte Carlo Simulation, Quantitative Analytics, Matlab
Education
Columbia University in the City of New York 2011 — 2012
MA, Statistics, 3.7
Worcester Polytechnic Institute 2008 — 2011
Bachelor of Science (BS), Actuarial Math, 3.95
James Spain's Fidelity Investments Experience October 2012 - October 2013
Job Senior Mainframe Engineer Global Product and Supply Chain at General Motors
Industry Information Technology and Services
Experience
General Motors October 2013 - Present
Fidelity Investments October 2012 - October 2013
CSC June 2010 - October 2012
ACS, a Xerox Company June 2006 - June 2009
SOUTHEASTERN DATA COOPERATIVE February 2006 - May 2006
CONSOLIDATED INFORMATION SYSTEMS May 2003 - December 2005
WELLPOINT / BLUE CROSS BLUE SHIELD OF GEORGIA September 2000 - April 2003
TOTAL SYSTEM SERVICES, INC March 1999 - September 2000
Skills
VSAM, JCL, Easytrieve, CICS, Syncsort, COBOL, Mainframe, DB2, SQL, Healthcare, DB2/SQL, SPUFI, Microsoft Office, Documentation, Fileaid, TSO, Endevor, MVS, IBM Mainframe, OS/390, Xpediter, z/OS, Visio, EDI, IBM Utilities, IDMS, QMF, REXX, Systems Analysis, FTP, NDM, Requirements Analysis, Databases, ISPF, SDLC, Application Development, Testing, PL/SQL, Access, Endeavor
Education
Columbus State University 1998 — 2005
B.S, Computer Science
Columbus State University 1998 — 1999
Certification, Data Processing
General Motors October 2013 - Present
Fidelity Investments October 2012 - October 2013
CSC June 2010 - October 2012
ACS, a Xerox Company June 2006 - June 2009
SOUTHEASTERN DATA COOPERATIVE February 2006 - May 2006
CONSOLIDATED INFORMATION SYSTEMS May 2003 - December 2005
WELLPOINT / BLUE CROSS BLUE SHIELD OF GEORGIA September 2000 - April 2003
TOTAL SYSTEM SERVICES, INC March 1999 - September 2000
Skills
VSAM, JCL, Easytrieve, CICS, Syncsort, COBOL, Mainframe, DB2, SQL, Healthcare, DB2/SQL, SPUFI, Microsoft Office, Documentation, Fileaid, TSO, Endevor, MVS, IBM Mainframe, OS/390, Xpediter, z/OS, Visio, EDI, IBM Utilities, IDMS, QMF, REXX, Systems Analysis, FTP, NDM, Requirements Analysis, Databases, ISPF, SDLC, Application Development, Testing, PL/SQL, Access, Endeavor
Education
Columbus State University 1998 — 2005
B.S, Computer Science
Columbus State University 1998 — 1999
Certification, Data Processing
Amy Smith-Dwyer's Fidelity Investments Experience December 2005 - August 2011
Job Family Wealth Services Manager at Amy Elizabeth Services, LLC
Industry Financial Services
Experience
Amy Elizabeth Services, LLC January 2013 - Present
485 Services Company August 2011 - December 2012
Fidelity Investments December 2005 - August 2011
Skills
Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Microsoft Office
Education
Columbus College of Art & Design 2000 — 2004
Bachelor of Fine Arts (BFA), Photography
Amy Elizabeth Services, LLC January 2013 - Present
485 Services Company August 2011 - December 2012
Fidelity Investments December 2005 - August 2011
Skills
Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Microsoft Office
Education
Columbus College of Art & Design 2000 — 2004
Bachelor of Fine Arts (BFA), Photography
Yasmin Landy's Fidelity Investments Experience 2006 - Present
Job Institutional Portfolio Manager, International Funds at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Putnam Investments 1998 - 2003
Boston Partners Asset Management 1997 - 1998
Skills
Series 7, Fixed Income, Investment Strategies, Equities, Alternative Investments, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Hedge Funds, Asset Management, Investments, Financial Services
Education
Oxford Said Business School 2011 — 2011
Columbia University in the City of New York 1992 — 1994
MFA
Lehigh University 1990 — 1992
BA
Fidelity Investments 2006 - Present
Putnam Investments 1998 - 2003
Boston Partners Asset Management 1997 - 1998
Skills
Series 7, Fixed Income, Investment Strategies, Equities, Alternative Investments, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Hedge Funds, Asset Management, Investments, Financial Services
Education
Oxford Said Business School 2011 — 2011
Columbia University in the City of New York 1992 — 1994
MFA
Lehigh University 1990 — 1992
BA
John C Dodd's Fidelity Investments Experience March 1995 - September 1996
Job Principal, Head of Institutional Marketing at Levin Capital Strategies
Industry Investment Management
Experience
Levin Capital Strategies, LP July 2010 - Present
Security Global Investors February 2008 - July 2010
US Trust Asset Management February 2006 - January 2008
Friess Associates, LLC October 2001 - May 2005
The Boston Company Asset Management, LLC September 1996 - October 2001
Fidelity Investments March 1995 - September 1996
New England Investment Companies, LP (NEIC) -New England Investment Associates February 1993 - April 1995
Goldman, Sachs & Co. May 1986 - December 1990
Skills
Equity Research, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Microsoft Excel, Strategic Planning, Business Strategy, Financial Analysis, Microsoft Office, Marketing Strategy, Project Management, PowerPoint, Fixed Income, Risk Management
Education
Columbia Business School
(MBA), Finance
Dartmouth College
AB, English
Levin Capital Strategies, LP July 2010 - Present
Security Global Investors February 2008 - July 2010
US Trust Asset Management February 2006 - January 2008
Friess Associates, LLC October 2001 - May 2005
The Boston Company Asset Management, LLC September 1996 - October 2001
Fidelity Investments March 1995 - September 1996
New England Investment Companies, LP (NEIC) -New England Investment Associates February 1993 - April 1995
Goldman, Sachs & Co. May 1986 - December 1990
Skills
Equity Research, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Microsoft Excel, Strategic Planning, Business Strategy, Financial Analysis, Microsoft Office, Marketing Strategy, Project Management, PowerPoint, Fixed Income, Risk Management
Education
Columbia Business School
(MBA), Finance
Dartmouth College
AB, English
Anand Krishnamurthy's Fidelity Investments Experience August 2013 - June 2015
Job Investor
Industry Investment Management
Experience
Eton Park June 2015 - Present
Fidelity Investments August 2013 - June 2015
TPG Capital August 2009 - July 2011
Goldman Sachs June 2007 - June 2009
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Columbia University in the City of New York 2003 — 2007
BS, Electrical Engineering
Eton Park June 2015 - Present
Fidelity Investments August 2013 - June 2015
TPG Capital August 2009 - July 2011
Goldman Sachs June 2007 - June 2009
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Columbia University in the City of New York 2003 — 2007
BS, Electrical Engineering
Chris Barris's Fidelity Investments Experience July 1996 - August 1998
Job Head of Global High Yield Alcentra
Industry Investment Management
Experience
Alcentra January 2013 - Present
Standish Mellon Asset Management 2005 - Present
State Street Research 2003 - 2005
Credit Suisse July 2000 - July 2003
Fidelity Investments July 1996 - August 1998
Skills
High Yield Bonds, Portfolio Management, Fixed Income, High Yield, Leveraged Finance, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Hedge Funds
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance
Hamilton College
Bachelor of Arts (B.A.)
Alcentra January 2013 - Present
Standish Mellon Asset Management 2005 - Present
State Street Research 2003 - 2005
Credit Suisse July 2000 - July 2003
Fidelity Investments July 1996 - August 1998
Skills
High Yield Bonds, Portfolio Management, Fixed Income, High Yield, Leveraged Finance, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Hedge Funds
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance
Hamilton College
Bachelor of Arts (B.A.)
Aditya Mohan's Fidelity Investments Experience August 2007 - Present
Job Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Futures First July 2006 - June 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Indian Institute of Technology, Kharagpur 2002 — 2006
Bachelor of Technology (B.Tech.), Energy Engineering
Fidelity Investments August 2007 - Present
Futures First July 2006 - June 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Indian Institute of Technology, Kharagpur 2002 — 2006
Bachelor of Technology (B.Tech.), Energy Engineering
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank