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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
iShares December 2010 - April 2012
iShares December 2009 - December 2010
iShares January 2002 - December 2009
Fidelity Investments January 2000 - January 2002
National Bank of Canada January 1997 - January 2000
Education
University of California, Berkeley 2006 — 2007
CIMA, Investment Management Consultant Association
Concordia University 1997 — 2000
B.Comm, Finance
CVS Caremark Corporation April 2012 - May 2014
Fidelity Investments August 2011 - January 2012
Macy's October 2010 - December 2010
Skills
Customer Service, Data Entry, Bilingual-Spanish, Excel, XP, Word, PowerPoint, Outlook, Internet Explorer, Data Analysis, Windows 7, Documentation, Analysis, Mainframe, SharePoint, ASAP, Training, Software Documentation, Microsoft Excel, Microsoft Word
Education
Community College of Rhode Island 2011 — 2012
General Studies
Year Up 2011 — 2012
Information Technology and Business Communications
Dr. Jorge Alvarez High School 2007 — 2010
Fidelity Investments September 2014 - Present
Fidelity Investments January 2014 - July 2014
ISS Facility Services A/S July 2012 - January 2014
Macy's March 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
Year Up 2013 — 2014
IT Certificate, Information Technology
Community College of Rhode Island 2012 — 2014
Associate's Degree, General Education\Computer Science
SmartStream Technologies July 2013 - Present
Asset Control October 2012 - June 2013
Asset Control November 2010 - September 2012
Princeton Financial Systems March 1999 - October 2010
Canada Trust March 1997 - March 1999
Fidelity Investments January 1994 - March 1997
Skills
Risk Management, Strategy, Investments, Management, Market Data, New Business Development, Financial Risk, Asset Managment, Asset Management, Back Office, Portfolio Management, Business Analysis, Mutual Funds
Education
Concordia University 1985 — 1989
Bachelor of Commerce, Finance, Management
Fidelity Investments September 2012 - Present
Year Up August 2011 - August 2012
Fidelity Investments January 2012 - July 2012
Providence After School Alliance June 2009 - August 2009
Skills
Computer Hardware, Microsoft Office, Avaya accessories, Customer Service, HP LaserJet, Lenovo Laptops, HP Laptops, Dell Desktops, HP Desktops, Desktop Deployment, Remote Desktop, WLAN, LAN, Software Deployment, Troubleshooting, Internet Explorer, Internet Troubleshooting, Command Prompt, Technical Support, Laptops, Desktop Computers, Help Desk Support, Computer Repair, Windows 7, Software Installation, Printers, Hardware, OS X, Microsoft Exchange, Operating Systems, Microsoft Office 2007, Blackberry, Windows XP Pro, SharePoint, Mobile Devices, Avaya Site..., Elevations, Oracle Applications, Administrative Tools, Mobile Applications, Blackberry OS, RDP, Remote Access, Remote User Support, Audio Visual Support, Video Conferencing, Polycom Video..., Windows 7 Migration, Mac
Education
Community College of Rhode Island
Fidelity Investments January 2014 - Present
Hurd Auto Mall Chevrolet January 2013 - August 2013
Flood Ford May 2010 - January 2013
Skills
Computer Hardware, Troubleshooting, Hardware, Software Installation, Windows XP, Computer Repair, Electronics, Windows, Automotive Repair, Microsoft Office
Education
Year Up 2013 — 2014
Community College of Rhode Island 2011 — 2013
Feinstein High
Feinstein High
AdvizeX Technologies March 2013 - April 2015
WorldWide Computer Solutions, Inc. March 2012 - February 2013
Fidelity Investments June 2002 - March 2012
Dirig Software June 2001 - January 2002
Nortel Networks (EPiCON) February 2000 - June 2001
Getronics June 1997 - June 2001
ECPI University January 1999 - January 2000
US Navy June 1988 - June 1997
Skills
CISM, MCSE, CRISC, ITIL, A+ Certified, PMP, Writing, Microsoft Technologies, Public Speaking, Instructor-led Training, SharePoint, Solaris, Linux, Perl, PHP, SSH, Technology..., Technology Planning, Technology Evaluation, Cyber Security, Security Clearance, Computer Security, Windows Server 2008, IIS, Websphere, Weblogic, Regulatory Affairs, Legal Compliance, Contract Negotiation, Contract Management, Cost Reduction, Risk Management, Change Management, Management Consulting, Technical Writing, Creative Writing, Speech Writing, Proposal Writing, IT Governance, IT Management, IT Strategy, IT Service Management, IT Operations, University Teaching, VBScript, Enterprise Risk..., Professional Services, IT Audit, Policy Analysis, SQL Server
Education
Concord Law School - Kaplan University 2008 — 2011
EJD, Law - Information Technology
Daniel Webster College 2004 — 2007
BS, Business Management
UnitedHealth Group April 2015 - Present
Comcast March 2011 - March 2015
Lincoln Financial Group September 2008 - September 2010
Fidelity Investments September 2007 - June 2008
Fidelity Investments January 2007 - August 2007
Fidelity Investments June 2006 - January 2007
Bugaboo Creek Steakhouse April 2006 - May 2006
Kelly Home Care Services February 2006 - March 2006
USAF December 2002 - June 2005
Skills
401k, Retirement, Retirement Planning, Payroll, Training, Pensions, Leadership, Outlook, Customer Service, Microsoft Excel, Series 6, Invoicing, Networking, Troubleshooting, Insurance
Education
Community College of the Air Force 2002 — 2005
Fidelity Investments March 2014 - Present
Fidelity Investments March 2011 - March 2014
TD September 2010 - March 2011
RBC February 2010 - September 2010
Education
Concordia University 2010 — 2013
Master of Business Administration (MBA), Investment Management
Concordia University 2006 — 2009
Bachelor of Commerce (B.Comm.), Major Finance
Value Brothers April 2014 - Present
Fidelity Investments 2007 - 2011
Lockheed Martin Corporation December 2002 - November 2006
United States Air Force Reserves February 2002 - February 2006
United States Air Force December 1991 - April 2001
Skills
Military Flight Tests..., Project Management., Excellant problem..., Expert in computers and..., Natural Networker, Aircraft, Flight Test, Air Force, Leadership, Flights, Engineering Management, Project Management, Military, Aviation, Maintenance & Repair
Education
Community College of the US Air Force 1991 — 2006
Aviation Maintenance Technology, 4.0
University of West Florida 2000 — 2000
Non-Degree Certifications, Microsoft Certified Systems Engineer, 4.0
Fidelity Investments May 2015 - Present
United States Air Force August 2009 - August 2015
Fidelity Investments July 2014 - April 2015
Fidelity Investments June 2013 - June 2014
Fidelity Investments May 2012 - June 2013
Fidelity Investments July 2011 - May 2012
State Employees Credit Union October 2008 - March 2010
Skills
Customer Service, Microsoft Office, Time Management, Social Media, Management, Coaching, Troubleshooting, Microsoft Excel, Employee Benefits, Leadership, Analytical Skills, Analysis, PowerPoint, Motivation, Pensions, Benefits Administration, Retirement Benefits, Defined Benefit
Education
North Carolina State University 2005 — 2009
BA, History
Community College of the Air Force 2010 — 2012
Associates Degree, Applied Sciences in Electronic Systems
Fidelity Investments March 2012 - Present
Restaurant Pacini December 2005 - March 2012
Borden Place Residence October 2010 - November 2010
Skills
Customer Service, Mutual Funds, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Relationship Management, Team Building, Salesforce.com, Event Planning, Investments, Coaching, Conflict Resolution, Leadership Development
Education
Concordia University 2007 — 2011
Bachelor, Human Relations, Psychology
Dawson College 2004 — 2007
Diploma of Collegial Studies, Health Science
The Rhody Dance Center June 2013 - Present
RI Hope December 2012 - January 2013
Community College of Rhode Island 2010 - 2013
Healing In Harmony February 2007 - July 2012
Fidelity Investments February 2004 - May 2012
Skills
Hatha Yoga, Financial Background, Retail Sales, Management, Teamwork, Team-oriented, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Phone Etiquette, Time Management, People Skills, Inspiring People, Work Ethic, Outreach Services, Communication
Education
Community College of Rhode Island 2010 — 2014
Associate's degree, Social Work
Paul Mitchelle the School Cranston RI 2005 — 2005
Certification, Aesthethian
Integrative Yoga Therapy 1998 — 1998
Certification, Yoga Teacher Training/Yoga Therapy
United States Air Force March 1984 - Present
Carpenter Technology August 2014 - Present
Starlight Corporation November 2012 - Present
Mustang Microsystems, Inc October 2009 - November 2012
Fidelity Investments 2002 - 2009
Fidelity Investments 1995 - 2002
United States Air Force 1991 - 1995
United States Air Force 1988 - 1991
United States Air Force 1984 - 1988
Skills
Disaster Recovery, System Monitoring, Computer Security, Data Center, Servers, Project Planning, Capacity Planning, Aircraft Maintenance, Aircraft Inspection, Boom Lift Operator
Education
Community College of the US Air Force
Karns Law Group January 2013 - Present
Marinosci Law Group June 2012 - December 2012
Winograd, Shine, Land & Finkle, P.C. January 2012 - April 2012
Law Office of Stephen J. Dennis August 2010 - December 2011
Fidelity Investments November 2006 - June 2008
Fidelity Investments November 2006 - June 2008
Fidelity Investments November 2006 - June 2008
Fidelity Investments March 2006 - June 2008
Fidelity Investments March 2006 - June 2008
Fidelity Investments Tax-Exempt Services Company March 2006 - June 2008
Skills
IRAs, Investments, Loans, Financial Services, Financial Advisory, Finance, Customer Service, Estate Planning
Education
Community College of Rhode Island 2008 — 2010
Business Management
Community College of Rhode Island 2008 — 2009
Business Management
Community College of Rhode Island 2008 — 2009
Business Management, Business
Community College of Rhode Island 1997 — 2002
Charles M. Russell High School
Charles M. Russell High School
Charles M. Russell High School
College Preparatory
College Preparatory
College Preparatory
Fidelity Investments November 2011 - Present
Fidelity Investments November 2007 - November 2011
Dundee Wealth June 2007 - October 2007
belairdirect / ING Canada May 2004 - May 2006
Skills
Investments, Sales, Investment Advisory, Portfolio Management, Banking, Securities, Mutual Funds, Wealth Management, Finance, Asset Allocation, Equities, Retirement Planning, Investment Strategies, Financial Analysis, Asset Management, Financial Planning, Strategic Financial..., Financial Services
Education
CFA Institute 2006 — 2012
CFA
Concordia University 2006 — 2009
MBA, Investment Management
Université Laval 2003 — 2006
Baccalaureate in Business Administration, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments October 2006 - April 2011
Skills
Customer Satisfaction, Customer Service, Microsoft Office, Microsoft Excel, Access
Education
Community College of Rhode Island
A.F.A, Fine Arts
Fidelity Investments September 1998 - Present
FIIS 1998 - Present
Blue Cross Blue Shield RI June 1982 - August 1998
Delta Dental 1982 - 1990
Skills
Program Management, SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Process Improvement, Agile Methodologies, SQL, Software Project..., Insurance, Business Intelligence, Enterprise Architecture, IT Strategy, Business Requirements
Education
University of Rhode Island
Community College of Rhode Island 1980 — 1982
AS
Choicelinx September 2014 - Present
American Tower 2011 - September 2014
Long Term Care Partners 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2006 - 2007
Comcast 2006 - 2006
Health Dialog 2003 - 2006
Health Dialog 2002 - 2003
Health Dialog 2002 - 2002
TSD 2000 - 2002
Skills
Program Management, Vendor Management, Cross-functional Team..., SDLC, Process Improvement, Project Management, Six Sigma, Leadership, Management, Risk Management, Software Documentation, Analysis, Budgets, Training, Visio, Business Analysis, SharePoint, Call Centers, Integration, Strategy, Agile Methodologies, Resource Management, Business Process..., Agile Project Management
Education
Connecticut College 1988 — 1992
BA, Physical Science & Psychology
Lasell College
AS, Physical Therapy
Home Loan Investment Bank August 2011 - Present
Mortgage Bankers & Realty November 2007 - June 2011
Domestic Bank February 2003 - November 2007
Fidelity Investments March 1999 - January 2003
Skills
Mortgage Banking, Home Improvement Lending, Underwriting, Credit Analysis, Marketing, Loans, Customer Service, Finance, Refinance, Mortgage Lending, Residential Mortgages
Education
New England Institute of Technology 1997 — 1999
Associate's degree, Architecture
Community College of Rhode Island 1995 — 1997
General Studies
Fidelity Investments August 2014 - Present
Siemens Healthcare June 2014 - August 2014
D3, Inc. 2001 - 2014
Skills
Web Design, HTML 5, CSS3, HTML, CSS, Email Marketing, Website Development, Integrated Marketing, Direct Marketing, Corporate Branding, Direct Mail, Advertising, Graphics, Logo Design, Layout, Newsletters, Social Media Marketing, Adobe Creative Suite
Education
Community College of Rhode Island 2013 — 2014
HTML5/CSS3 Web Development Programming Concepts
New England Institute of Technology 1999 — 2001
Associate's degree, Internet Communications Technology, 3.75
PPP Canada July 2015 - Present
Brookfield Renewable Energy Group September 2013 - May 2015
Stonebridge Financial Corporation June 2006 - September 2013
Fidelity Investments March 2004 - June 2006
Skills
Project Finance, Project Management, Financial Analysis, Financial Modeling, Risk Management, Structured Finance, Corporate Finance, Finance, Due Diligence, Management, Capital Markets, Investments, Banking, Asset Management, Valuation, Analysis
Education
Concordia University 2001 — 2003
Bachelor's degree, Finance, General
Signs2u November 2014 - Present
Slyngshot Marketing October 2012 - Present
Idaho Commercial Appraisal October 2012 - October 2014
Managed Design 2007 - October 2012
Fidelity Investments 2001 - 2006
Skills
Six Sigma, Social Media, GSA Schedules, GSA Contracting, Innovation Management, Procurement, Entrepreneurial..., Account Management, Autodesk Products..., Small Business..., Microsoft Office, Logo Development, Home Remodeling, Business Development, Entrepreneurship, Sales, Marketing Communications, Time Management, Marketing Strategy, Team Building, Customer Service, Logo Design, Strategy, Leadership, Renovation, Management, New Business Development
Education
Concordia University-St. Paul
Bachelor Degree, Marketing and Innovation Management
The University of Texas at Arlington
Business Management
Deluxe Digital Studios December 2010 - Present
Deluxe Digital Studios September 2009 - November 2010
Deluxe Digital Studios July 2008 - August 2009
Fidelity Investments November 2006 - June 2008
Boys and Girls Club of LaSalle January 2006 - April 2006
The Gathering Club June 2003 - August 2003
London South Bank University September 2002 - June 2003
Woolworths April 2002 - September 2002
Indigo January 1991 - November 1991
Skills
Customer Service, Event Planning, Localization, Event Management, Broadcast, Entertainment, Television, Management, Team Leadership, Training, Translation, Editing, Microsoft Office, Public Relations, Social Media
Education
Concordia University 2004 — 2006
BA, Applied Human Sciences
Dawson College
DEC, Social Sciences
IC Axon September 2011 - August 2012
Heart and Stroke Foundation of Ontario March 2008 - February 2009
Shoppers Drug Mart 2007 - 2008
Fidelity Investments 2003 - 2005
University Health Network January 2000 - August 2002
Skills
Adult Education, Instructional Design, Leadership Development, Coaching, Knowledge Management, Employee Training
Education
University of Toronto 2008 — 2010
Certificate
University of Toronto 2008 — 2009
Certificate
Omega 2004 — 2004
Certificate
Concordia University 1997 — 2000
M.A.
McGill University 1990 — 1995
B.A.
Fidelity Investments October 2005 - Present
Fidelity Investments 2005 - 2012
Fidelity Investments June 2004 - October 2005
Fidelity Investments October 2000 - June 2004
ON Semiconductor September 1997 - September 2000
Skills
Mutual Funds, Series 7, Wealth Management, Customer Relations, Process Improvement, Account Management, Mentoring, Problem Solving, Series 63, Fundraising, Series 6, Client Service, Customer Service, Financial Services, 401k, Management, Sales, Call Centers, FINRA, Retirement Planning, Investments
Education
Community College of Rhode Island
Business Administration and Management, General
JHS
JHS
Allstate Insurance Company December 2010 - Present
Fidelity Investments November 1999 - October 2010
State Street Research November 1998 - November 1999
First Data Corporation 1996 - 1998
Equitable Life 1995 - 1996
Skills
Insurance, Financial Planning, Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Life Insurance, Variable Annuities, Term Life Insurance, 529 Plans, Financial Services, Series 63, Wealth Management, 401k, Asset Allocation, Disability Insurance, IRAs, Long-term Care, FINRA
Education
Rhode Island College 1991 — 1992
Accounting, Management
Community College of Rhode Island 1987 — 1990
Associates, Management
La Salle Academy 1982 — 1986
High School
Dassault Systemes - SIMULIA R&D January 2011 - Present
CIBER July 2009 - January 2011
Fidelity Investments July 1995 - January 2009
Chipcom 1994 - 1995
State Street Bank 1993 - 1994
Electric Boat 1986 - 1993
Skills
XML, Web Services, Java, Enterprise Software, OOP, Agile Methodologies, Unix, Linux, Visual Studio, Microsoft SQL Server, Web Applications, Java Enterprise Edition, Web Development
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1993
CIS
Roger Williams University 1987 — 1991
BS, Computer Engineering
Community College of Rhode Island 1984 — 1986
AS, Electrical Engineering Technology
Fidelity Investments January 2012 - Present
Signazon.com September 2011 - December 2011
SoftLight Development, Inc. July 2008 - November 2010
US Air Force March 2005 - May 2008
US Air Force May 2003 - March 2005
Skills
Curriculum Development, Air Force, DoD, Security Clearance, Military
Education
University of North Texas 2008 — 2011
BAAS, Applied Technology and Performance Improvement
Community College of the Air Force 2006 — 2008
Associate Degree, Information Systems Technology
EMC Corporation February 2011 - September 2014
Mountain Home Training & Consulting, Inc. October 2008 - October 2009
Fidelity Investments February 2008 - March 2009
Fidelity Investments November 2005 - February 2008
Fidelity Investments - BostonCoach May 2001 - November 2005
CHANNELWAVE INC April 2000 - May 2001
Skills
Program Management, Enterprise Architecture, Vendor Management, Software Development, IT Strategy, Integration, Data Center, Enterprise Software, Strategy, Business Development, Virtualization, Software Project..., Business Analysis, Six Sigma, Product Management, CRM, Process Improvement, Requirements Analysis, Process Engineering, SDLC, Infrastructure, Management, Disaster Recovery, Solution Architecture, ITIL, Business Strategy, Cloud Computing, IT Service Management, Data Warehousing, Leadership, IT Management, Operating Systems, Consulting, Business Process..., ERP
Education
Concordia University
B.A, on analytical and systems philosophy
Massachusetts Institute of Technology - Sloan School of Management
Certificate, System Dynamics, Managing complex projects
Mountain Home Training and Consulting Ins.
Certificate, Business Process Re-engineering
Mountain Home Training and Consulting Ins.
Certificate, Black Belt Lean 6 Sigma
Reeal estate
Huntington National Bank May 2013 - Present
Northwestern Mutual July 2005 - May 2013
Fifth Third Bank July 2002 - June 2005
Sky Bank/ Continental Capital Investment Services, LLC. March 2001 - July 2002
Fidelity Investments January 1995 - March 2001
Fidelity Investments January 1994 - January 1995
Fidelity Investments January 1993 - January 1994
Hibbard Brown and Company, LLC. July 1992 - August 1992
The Crescent-News October 1987 - June 1992
Skills
Series 24, Broker-Dealer, Series 63, Series 7, Series 9, Series 10, ACAMS, Investment Advisers Act, Investment Company Act, Securities Exchange Act..., Team Leadership, Project Management, Corporate Finance, Risk Management, Business Process Testing, Customer Service, Investments, Coaching, Certified Anti-Money..., FINRA, Securities, Investment Advisor..., Mutual Funds, AML, Asset Management, Investment Advisory, Compliance, Fixed Annuities, Wealth Management, Financial Risk, Securities Regulation, Investment Management, Series 65, Anti Money Laundering, Journalism, Uniform Combined State..., Options, Hedge Funds, Equities, Fixed Income, ETFs, Series 6, Variable Annuities, Asset Allocation, 401k, Retirement Planning, Retirement, ERISA, Bloomberg, Financial Services
Education
Concordia University-Wisconsin 2009 — 2011
Master of Business Administration (M.B.A.), Finance
The Defiance College 1988 — 1992
Bachelor of Science (B.S.), Business Management and Economics
Defiance High School 1984 — 1988
Fidelity Investments February 2014 - Present
United States Air Force April 2012 - Present
United States Air Force August 2011 - April 2012
United States Air Force September 2010 - July 2011
United States Air Force August 2010 - March 2011
United States Air Force April 2009 - July 2010
United States Air Force January 2006 - April 2009
United States Air Force April 2004 - January 2005
United States Air Force January 2000 - April 2004
Skills
Information Security, Network Architecture, Computer Security, Customer Service, Microsoft Office, Project Planning, Project Management, Security+, English, Windows, Outlook, Teaching, Budgets, Negotiation, Microsoft Excel, Photoshop, HTML, Editing, Networking, Training, Security, Linux, Unix, Visual Basic, SharePoint, Leadership, Information Assurance, Network Security, Quality Assurance, Team Building, Security Clearance, DoD, Program Management, Military, Military Experience
Education
Wilmington College 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Computer Systems Networking and Telecommunications
Community College of the Air Force 2009 — 2010
Associate of Science (A.S.), Avionics Maintenance Technology/Technician
Fidelity Investments January 2006 - Present
The Bank Credit Analyst (BCA) September 1992 - August 1995
Skills
Analysis, Asset Allocation, Asset Management, Capital Markets, Econometrics, Emerging Markets, Equities, Equity Research, Finance, Fixed Income, Investment Advisory, Investments, Portfolio Management, Technical Analysis
Education
Concordia University 1986 — 1991
Master's, International Financial Economics
Nueces Title Company June 2012 - Present
BadaBing Bagels December 2005 - November 2011
Paradigm Asset Management April 2003 - October 2003
Triax Capital Holdings Ltd November 2001 - March 2003
Fidelity Investments July 1996 - August 2001
Fidelity Investments January 1994 - July 1996
Global Strategy (Toronto) May 1993 - January 1994
Royal Trust (Toronto) October 1989 - May 1993
Skills
Customer Relations, Account Management, Creative Problem Solving, Customer Service, Budgeting, Accomplished Public..., Strong Relationship..., Budgets, Sales, Event Planning, Business Development, CRM, Real Estate, Sales Management, Trade Shows, Sales Operations, Marketing, Residential Homes, First Time Home Buyers, Public Speaking, Investment Properties, Foreclosures, Management, Sellers, Single Family Homes
Education
Concordia University 1984 — 1989
B.A, Economics
Fidelity Investments September 2014 - Present
Liberty International Underwriters November 2011 - September 2014
Fidelity Investments January 2011 - November 2011
Fidelity Investments July 2006 - May 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 1997 - 2003
Skills
Business Analysis, Agile Methodologies, Process Improvement, Waterfall, PMP, Business Requirements, PMO, Budgets, Visio, Systems Analysis, Software Project..., Requirements Analysis, Change Management, Project Management, Operations Management, SDLC, Vendor Management, Requirements Gathering, IT Strategy, Software Documentation, Management, Business Process..., Project Planning, COBOL, CRM, Testing, Risk Management, Business Process, Analysis, Project Portfolio..., MS Project
Education
Concordia University
BA
Scotiabank January 2015 - May 2015
Scotiabank September 2014 - January 2015
Fidelity Investments January 2014 - May 2014
APlus Tutorials September 2013 - January 2014
IBL Bank SAL May 2013 - July 2013
Concordia University September 2012 - April 2013
ArtWare Corp July 2010 - July 2010
Art House Gallery and Hotel June 2010 - June 2010
Skills
Teamwork, Team Leadership, Leadership, Time Management, Social Networking, Microsoft Word, Event Management, Analytical Skills, Sales, Microsoft Excel, Data Analysis, PowerPoint, Analysis, Research, Advertising, Social Media, Bloomberg Terminal
Education
Concordia University 2015 — 2015
Certificate in Programming Fundamentals, Computer Programming, Specific Applications
Concordia University 2011 — 2015
Honors in Finance, Honors in Finance
Lycee Charles de Gaulle de Damas 1995 — 2011
French Baccalaureate, Economics and Sociology
Gillette Stadium Putnam Clubs November 2014 - Present
Cox Communications July 2007 - August 2014
Fidelity Investments March 2007 - March 2007
Bank of America February 2005 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building, Data Entry, Computer Hardware, Software Documentation, OS X, Social Networking, Leadership, Management, Event Planning, Team Leadership, Analysis, Project Planning, Sales, Project Management, System Administration, Coaching, Training, Inventory Management, Facebook, Windows 7, Access, Process Scheduler, Customer Satisfaction, Teamwork, Business Development, Data Analysis, Social Media, Time Management, Administration, Troubleshooting
Education
Community Kitchen 2014 — 2015
Culinary, Culinary Arts/Chef Training
University of Rhode Island 2014 — 2015
Servsafe Certified, Foods, Nutrition, and Wellness Studies, General
Community College of Rhode Island 1986 — 2003
Associate's degree, General Studies
Fidelity Investments June 2015 - Present
Fidelity Investments May 2008 - June 2015
Fidelity Investments January 2004 - April 2008
Fidelity Investments November 2002 - January 2004
Fidelity Investments April 1998 - November 2002
Fidelity Investments November 1993 - April 1998
Fidelity Investments August 1987 - November 1993
Fidelity Investments October 1986 - August 1987
Skills
401(k), 401k Rollovers, 401 K Rollovers, Mutual Funds, IRAs, ERISA, Series 63, Series 7, Retirement, Retirement Planning, Series 6, Defined Benefit, Wealth Management, Investments, 401k, Defined Contribution, Pensions, Financial Services, Relationship Management, Securities
Education
Texas Christian University 2001 — 2001
NA, Business Administration and Management, General
Connecticut College 1982 — 1986
BA, Vertebrate Zoology
Phillips Academy 1979 — 1982
High School
Fidelity Investments August 2015 - Present
Belmont Market September 2014 - Present
Park Ave Del's and Ice Cream July 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, PowerPoint, Research, Project Management, Leadership, Photoshop, Management, Photography, Prezi, Video Editing, Social Media
Education
University of Rhode Island 2011 — 2015
Bachelor of Arts (B.A.), Communication Studies
Community College of Rhode Island 2012 — 2012
Southern New Hampshire University 2011 — 2011
Fidelity Investments July 2015 - Present
Fidelity Investments January 2014 - June 2015
Fidelity Charitable May 2013 - December 2013
MedPlast Inc. April 2012 - June 2012
Iraq and Afghanistan Veterans of America June 2011 - August 2011
United States Air Force August 2005 - August 2009
Skills
Salesforce.com, Leadership, Analysis, Public Speaking, Project Management, Strategic Planning, Entrepreneurship, Strategic Thinking, Program Management, Communication Skills, Team Building, Process Improvement, Strategy, Creative Problem Solving
Education
Thunderbird School of Global Management 2011 — 2013
Master of Science, Global Management
Embry-Riddle Aeronautical University 2007 — 2011
Bachelor of Science, Aeronautics
Community College of the Air Force 2005 — 2007
AAS, Aircraft Armament Systems Technology
RBC Global Asset Management June 2003 - Present
Fonds Clarington November 2001 - May 2003
Fidelity Investments March 2000 - October 2001
Fidelity Investments 1999 - 2001
Brother International Corp January 1995 - June 1996
Royal Aviation Inc January 1993 - May 1995
Skills
Mutual Funds
Education
1990 — 1993
BA, communications
Université Concordia 1990 — 1993
Baccalauréat en Arts; Communications
Université Concordia 1990 — 1993
en Communications; Etudes des Médias
CEGEP Brebeuf 1988 — 1990
DEC, communications
Fidelity Investments January 2014 - Present
Fidelity Investments February 2010 - January 2014
Fidelity Investments July 2008 - February 2010
Fidelity Investments August 2007 - July 2008
AAA Southern New England April 2004 - August 2007
Skills
Series 7, Series 63, Mutual Funds, 401k, Strategic Financial..., Series 6, Insurance, Retirement, Investments, Retirement Planning, Financial Services, Wealth Management, Finance, Asset Allocation
Education
Rhode Island College 2004 — 2007
Bachelors, Finance/Economics
Community College of Rhode Island 2001 — 2003
Associates, Banking/ Personal Finance
Mackenzie Investments January 2015 - Present
Fidelity Investments September 2013 - January 2015
Fidelity Investments May 2011 - September 2013
Standard Life January 2010 - April 2011
Bank of Montreal January 2008 - December 2009
Skills
Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Mutual Funds, Financial Analysis, Wealth Management, Valuation, Derivatives, Financial Services, Alternative Investments, Retirement Planning, Financial Planning, Equities, Finance
Education
Concordia University 2010 — 2013
MBA, Investment Management
Concordia University 2006 — 2009
BComm, Finance
Boston Beer Company September 2015 - Present
J. Jill August 2014 - Present
J. Jill August 2014 - September 2015
Southern New Hampshire University June 2014 - August 2014
Southern New Hampshire University April 2013 - August 2014
Fidelity Investments 2002 - 2013
Fidelity Investments September 1999 - June 2002
Fidelity Investments May 1996 - September 1999
Cabletron Systems May 1995 - May 1996
Cabletron Systems 1995 - 1996
Skills
Help Desk Support, Management, Incident Management, Project Management, Training, Call Centers, Cross-functional Team..., Requirements Analysis, Business Analysis, Networking, Servers, Software Installation, Testing, Quality Assurance, Systems Analysis, System Deployment, Web Applications, Windows, Account Management, Integration
Education
Southern New Hampshire University 2013 — 2015
BS, Business Studies in Computer Information Technology
Community College of the Air Force 1992 — 1994
Associate of Science (A.S.), Industrial Electronics Technology/Technician
ResultZ Fitness Factory May 2013 - Present
Racer X USA/Redline Bicycles-KTM May 1988 - Present
Fidelity Investments November 2010 - February 2011
Skip Fordyce Harley Davidson/Buell May 2008 - August 2009
Nabisco/Kraft October 2007 - February 2008
Fed-EX November 2005 - December 2005
UPS May 2005 - July 2005
The Scotts Miracle-Gro Company January 2003 - October 2004
The Scotts Company January 2003 - October 2004
Fidelity Investments November 1993 - March 1995
Skills
Email Marketing, Online Marketing, Computer Literate, Software Training, Microsoft Office, Excel, Computer Repair, Computer Hardware, Computer Maintenance, Direct Marketing, Sales Management, Inside Sales, Customer Service, Microsoft Excel, Sales, Training, Management, Time Management, Merchandising, Social Media Marketing, sales excellence, Retail, Marketing, Social Media, Social Networking, Team Building, Marketing Strategy, Strategic Planning, Event Management
Education
National Personal Training Institute of NJ 2013 — 2013
Diploma, Personal Training and Nutrition
NJIT 1992 — 1993
College credit, Engineering/Business
Fairleigh Dickinson University 1990 — 1991
College credit, Business
Community College of the Air Force 1980 — 1981
Certificate of Training/College Credits, Electronic Computer Radar Maintenance Technician/Certified Journeyman, 3.5
Fidelity Investments December 2013 - Present
Skills
Fashion, Photography, Digital Photography, Photojournalism, Family Photography, Newborn Photography, Baby Photography, Child Photography, Wedding Photography, MA Photographer, RI photographer
Education
Rhode Island School of Design 2010 — 2013
Certificate, Fashion Photography
Community College of Rhode Island 2000 — 2002
Columbia Management May 2013 - Present
Columbia Management June 2012 - May 2013
Fidelity Investments February 2011 - February 2012
Skills
Economics, Lotus Notes, Research, Microsoft Office, SPSS, Statistics, Securities, Finance, Internet Explorer, Siebel, Adobe Acrobat, Leadership, Windows, Coaching, Photoshop, Operating Systems, Microsoft Works, FINRA, Equities, Bloomberg
Education
Connecticut College 2003 — 2007
English (major), Psychology & Economics (minors), English, Psychology, Economics
University College London, U. of London 2006 — 2006
English
St. John's Preparatory School 1999 — 2003
Diploma
Bank Rhode Island December 2013 - Present
Linear Title & Closing December 2012 - December 2013
BO's Bar and Billiards March 2011 - March 2013
Citizens Bank June 2010 - December 2012
Bank of America August 2005 - June 2010
Fidelity Investments July 1999 - March 2000
Skills
Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Commercial Banking, Consumer Lending, Retail Banking, Loan Origination, Mortgage Banking, Commercial Lending, Risk Management, Small Business Lending, Business Analysis, Credit Risk, FHA, Portfolio Management, Real Estate, Customer Service, Refinance, Investments, Management, Residential Mortgages, Training, Mortgage Underwriting, Sales, Foreclosures
Education
Community College of Rhode Island 1999 — 2001
Business, Management, Marketing, and Related Support Services
Cranston High School West 1996 — 1999
Diploma, Business/Accounting/Marketing
Cranston Vocational Career and Technical Center 1996 — 1999
Diploma, Business, Management, Marketing, and Related Support Services, 3.5
glen hills
Vue Ultra Lounge November 2014 - Present
Triumph Signs and Consulting, Inc September 2014 - December 2014
Dunkers Sports Bar and Grill September 2012 - September 2014
United States Air Force April 2009 - April 2012
Buffalo Wild Wings June 2008 - December 2009
Fidelity Investments August 2006 - October 2007
ENTLC, Dr. Paul Conrad's Office January 2005 - February 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media, Leadership, Microsoft Word, Management, Public Speaking, Time Management
Education
Northern Kentucky University 2012 — 2014
Bachelor's Degree, Communication Studies, 3.5
Community College of the Air Force 2010 — 2012
Associate's Degree, Atmospheric Sciences and Meteorology, A
Manchester High School
Diploma
Fidelity Investments December 2012 - Present
Fidelity Investments July 2010 - Present
Fidelity Investments October 2008 - July 2010
Fidelity Investments July 1999 - October 2008
American Automobile Association June 1988 - October 1998
Skills
Series 63, Series 7, Mutual Funds, Investments, Series 6, 401k, Retirement Planning, Retirement, Investment Strategies, Securities, Series 24, Asset Managment, Series 65, Alternative Investments, Asset Allocation, Uniform Combined State..., Investment Advisory, Wealth Management, Fixed Annuities, Defined Contribution, Separately Managed..., Employee Benefits, Financial Advisory, Estate Planning, Strategic Financial..., Asset Management, ETFs, FINRA, Defined Benefit, Variable Annuities, Life Insurance, Qualified Retirement..., Retirement Plan..., 401k Rollovers, Financial Services, Investment Management, Financial Planners, ERISA, Long-term Care, Roth IRA, Hedge Funds, Portfolio Management, Wealth, 529 Plans, IRAs, Equities, Relationship Management, Wealth Management..., Profit Sharing, Fixed Income
Education
West Warwick High School 1980 — 1984
Community College of Rhode Island
State Street Bank April 2012 - Present
Fidelity Investments September 2005 - December 2011
Mount Hope Neighborhood Association September 2006 - June 2008
Citizens Bank November 2002 - June 2005
PwC September 1997 - November 2001
American Express Membership Banking February 2000 - August 2001
Citibank Financial Interactive Network September 1997 - January 2000
Atlantic Data Services January 1994 - August 1997
Rhode Island Hospital September 1991 - September 1994
State of Rhode Island January 1988 - September 1991
Skills
Training, SDLC, Business Process, MS Project, Program Management, Process Improvement, Integration, Project Management, Visio, Vendor Management, Requirements Gathering, Software Development, Data Analysis, COBOL, Software Project..., Strategic Planning, Unix, IT Strategy, Databases, Software Documentation, Testing, Business Analysis, Requirements Analysis, PMO, Project Portfolio..., Access, Business Requirements, Analysis, Networking, SharePoint, Oracle, Project Delivery
Education
Johnson & Wales University-Online 2011 — 2014
MBA, MBA, Global Business Leadership
University of Rhode Island 1984 — 1988
BA, Economics and Communications
Concordia University
Nasdaq August 2015 - Present
Staples April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Fidelity Investments January 2008 - August 2009
Fidelity Investments January 2002 - January 2008
Skills
Defined Benefit, Product Management, Analytics, Strategic Planning, Business Strategy, Vendor Management, 401k, Business Process..., Program Management, Business Analysis, Cross-functional Team..., SaaS, Strategic Partnerships, Competitive Analysis, Six Sigma, Process Improvement, Financial Services, CRM, Leadership, Management, Strategy
Education
University of Michigan 1995 — 1997
Master of Business Administration (MBA)
Concordia University
Bachelor of Arts (B.A.)
Fidelity Investments November 2007 - Present
Wachovia Mortgage Corporation/Teksystems, Inc August 2006 - October 2007
Brooks/Eckerd Store Support Center August 2004 - August 2006
CVS Caremark December 1996 - August 2003
Skills
Data Center, Unix, Troubleshooting, Visio, Metrics Reporting, Software Documentation, Incident Management, Change Management, Access, Project Management, Email Marketing, Help Desk Support
Education
New England Institute of Technology 1995 — 1998
A.S., Computer Information Systems
Community College of Rhode Island
St. Petersburg Junior College
Associates Degree, CIS
Fidelity Investments December 2009 - Present
Treetop Technologies Inc July 2004 - December 2009
Automatic Data Processing November 1991 - July 2004
Skills
Requirements Analysis, SDLC, Quality Assurance, Agile Methodologies, Process Improvement, Testing, Visio, Quality Center, Waterfall, User Acceptance Testing, Software Quality..., HRIS, SharePoint, SQL, Software Project..., Systems Analysis, CRM, Test Planning, Requirements Gathering, Software Documentation, Regression Testing, Oracle, Integration, HP Quality Center
Education
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, Management and Management Information Systems, 3.89 GPA
Community College of Rhode Island 2000 — 2002
Computer Programming, 3.82 GPA
Roger Williams University 1985 — 1990
Paralegal Studies, 3.86 GPA
Community College of Rhode Island 1982 — 1984
A.S., Business Administration, 3.5 GPA
Fiserv September 2014 - Present
Fidelity Investments September 2012 - August 2014
American Airlines June 2010 - July 2012
Capgemini December 2008 - May 2010
DynCorp International December 2007 - November 2008
SAVVIS March 2005 - December 2007
Greyhound Lines, Inc. January 1994 - December 2004
USAF - 7th BMW Carswell AFB, Ft Worth, TX June 1989 - December 1992
USAF October 1969 - December 1992
487th TMW Comiso Italy April 1988 - April 1989
Skills
PMP, ITIL, PMO, Disaster Recovery, Resource Management, Project Planning, Business Analysis, MS Project, Project Portfolio..., Visio, SDLC, Program Management, Solution Architecture, Management, IT Operations, Project Management, Enterprise Architecture, IT Strategy, Agile Methodologies, Risk Management, Team Building, Process Improvement, Analysis, Business Continuity, Business Process..., ERP, IT Service Management, Service Delivery, Outsourcing, Requirements Gathering, Business Intelligence, Governance, Data Center, SharePoint, Data Warehousing, Project Delivery, Software Documentation, Change Management, Vendor Management, Budgets, Business Requirements, Systems Analysis, Telecommunications, Integration, Software Development, IT Management, Requirements Analysis, Process Engineering, Infrastructure, Software Project...
Education
Webster University 1986 — 1987
MBA Studies
Community College of the Air Force 1983 — 1983
AAS
Park University 1980 — 1982
BA
Orange Coast College 1968 — 1969
Manulife Financial July 2013 - Present
Manulife Financial February 2011 - June 2013
Manulife Financial January 2010 - January 2011
Fidelity Investments July 2004 - June 2009
EDS July 2001 - July 2004
SKF November 1997 - June 2001
Skills
Business Process..., Financial Analysis, Business Analysis, Process Improvement, Outsourcing, Analysis, Vendor Management, Financial Reporting, IT Outsourcing, Business Process Design, Change Management, Process Engineering, Financial Accounting, Market Data, Database Design, Account Reconciliation, Monthly Close Process, Billing Systems, Transfer Pricing, Intercompany..., Journal Entries, Requirements Gathering, Financial Services, SDLC, Financial Modeling, Strategic Financial..., Bloomberg
Education
University of Gothenburg 1993 — 1997
MSc in Economics
Concordia University 1995 — 1996
Exchange studies
Fidelity Investments November 2006 - Present
Ceridian Canada April 2000 - January 2006
Bell Mobility 1993 - 2000
Education
Concordia University 2001 — 2003
Fidelity Investments August 2002 - Present
Motorola May 1998 - May 2000
CVS Pharmacy 1983 - 1999
CVS May 1985 - May 1998
CVS/Pharnacy-CVS Corporation 1985 - 1998
Skills
Customer Service, Hardware, Management, Help Desk Support, Control-M, Defined Contribution, Team Management, Program Management, Waterfall, Vendor Management, Microsoft Office, SDLC, Sales, Visio
Education
Community College of Rhode Island 1983 — 2002
Associates Degree in Computer Science, Computer Science
Chandler Unified School District August 2011 - Present
Yen/McConnel Household 2001 - Present
Fidelity Investments February 2007 - July 2008
LPL Financial Services July 1990 - September 2006
Education
Concordia College 1984 — 1988
Northern Arizona University
Speech Language Pathology, Health Sciences
Fidelity Investments June 1998 - Present
Origin Technology 1997 - June 1998
Sabre 1996 - 1997
Greyhound 1995 - 1996
United States Air Force February 1990 - December 1995
50 SSYS, Falcon AFB, CO February 1990 - December 1995
Skills
Vendor Management, Program Management, Disaster Recovery, Process Improvement, Project Management, Change Management, IT Strategy, Enterprise Architecture, Risk Management, Requirements Analysis, ITIL, Solaris, Asset Managment, AIX, Veritas Storage..., Linux, Crisis Management, Operating Systems, Enterprise Storage, Problem Solving, Delivering Results, Communication Skills, Managing Offshore Teams, Highly personable, SDLC, Business Analysis, IT Management, Integration, Visio, Oracle, Unix, Software Project..., Cloud Computing
Education
Community College of the Air Force 1993 — 1994
Associate of Science (A.S.), Computer Science
Haltom
Haltom
WorldAPP September 2012 - Present
Mediant Communications, LLC October 2010 - September 2012
Mediant Communications, LLC February 2009 - October 2010
Fidelity Investments June 2006 - February 2009
Fidelity Investments November 2004 - June 2006
Skills
SQL Server, Java, JavaScript, HTML + CSS, Customer Service, Visual Basic, Project Planning, Project Implementation, Process Improvement, Process Development, Dynamic SQL, HTML, Microsoft SQL Server, Business Analysis, Project Management, SDLC, Software Documentation, Databases, Account Management, Vendor Management, Financial Services, Management, Microsoft Office, CRM, Leadership, Microsoft Excel
Education
Community College of Rhode Island 2002 — 2003
General Studies
Worcester Polytechnic Institute 1999 — 2001
Electrical Computer Engineering
Rhode Island College 1998 — 1999
General Studies
Santander Bank, N.A. June 2014 - Present
National Consumer Law Center September 2010 - May 2014
Boston Sports Club 2011 - 2012
Boston Sports Club 2011 - 2012
Fidelity Investments August 2006 - March 2009
The Pohly Company 2005 - 2006
Graphique de France April 2003 - March 2005
WR Grace September 2000 - November 2002
DiaLogos 1999 - 2001
Yankee Group September 1995 - June 1997
Skills
Media Relations, Proofreading, Editing, Copy Editing, Legal Writing, Research, Microsoft Office, Blogging, Marketing Communications, Editorial, Copywriting, Publishing, Newsletters, AP Style, Nonprofits, Social Media, Press Releases, Legal Research
Education
Concord Law School - Kaplan University 2008 — 2012
JD, Law
DrinkMaster 2010 — 2010
ServSafe Certificate, Bartending
Emmanuel College 1999 — 2002
La Escuela de Idiomas de Nerja, Espana 1994 — 1994
Certificate of Independent Study, Spanish
Fidelity Investments February 2015 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments January 2005 - June 2011
Fidelity Investments January 2004 - January 2005
Skills
Mutual Funds, Investments, 401k, Retirement, Wealth Management, Defined Benefit, Fixed Income, Investment Management, Financial Services, ERISA, Relationship Management, Retirement Planning
Education
Community College of Rhode Island 2000 — 2002
Associate of Arts (AA), Business Administration and Management, General
New School University 1995 — 1997
Sunlife Global Investments October 2013 - Present
Hesperian Capital Management Ltd. & Norrep Funds March 2012 - October 2013
TD Asset Management January 2008 - March 2012
Fidelity Investments September 2006 - January 2008
Skills
Wealth Management, Securities, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Management, Asset Management, Asset Allocation, Relationship Management, Investment Advisory, Retirement Planning, Capital Markets, Equities, Investment Management, ETFs, Alternative Investments, Strategic Financial..., Private Equity, Financial Advisory, Investor Relations, Hedge Funds, Retirement, Bloomberg, Fixed Income, Financial Services, Options
Education
Concordia University 2000 — 2004
BA, Political Science and Economics
Fidelity Investments February 2000 - Present
UPS January 1992 - January 2000
Putnam Investments 1998 - 2000
Skills
Mutual Funds, Relationship Management
Education
Community College of Rhode Island 1993 — 1995
Associates, Business
Blue Cross Blue Shield of Mississippi August 2015 - Present
Fidelity Investments December 2011 - June 2015
Fidelity Investments July 2011 - December 2011
LeanLogistics January 2011 - June 2011
Keane Inc September 2004 - January 2010
Fidelity Investments 2007 - December 2009
MacKenzie Financial, Toronto, Canada July 2002 - July 2004
Pet Valu 1996 - 1997
Skills
Agile Methodologies, WebFOCUS, Business Intelligence, Data Integration, Process Improvement, Data Modeling, Dashboard, Data Warehousing, ETL, Informatica, Oracle, Requirements Analysis, SDLC, SQL, Requirements Gathering, Software Project..., Business Analysis, Software Development
Education
Concordia University 1977 — 1981
B.Comp. Sci, Computer Science, Mathematics
Blue Cross and Blue Shield of RI January 2009 - July 2009
CVS October 2007 - August 2008
Fidelity Investments February 2006 - August 2007
Ciber Inc. (Citizens Bank & CVS) July 2004 - February 2006
Skills
COBOL, DB2, VSAM, Documentation, Analysis, Testing, Excel, Visio, MVS, SAS, SQL, JCL
Education
Community College of Rhode Island 1981 — 1984
A.S., Progamming
Fidelity Investments 1999 - Present
Epsilon 1998 - 1999
USAF 1984 - 1998
Skills
Ksh, Unix Administration, Solaris, AIX, NetApp, LDAP, Sun, Red Hat Linux, Perl, RedHat, Clustering, High Availability, System Administration, Shell Scripting, DNS, Unix, Virtualization, Storage Area Networks, Linux, Technical Leadership, Scripting, Cluster, Unix Shell Scripting, Veritas Cluster Server, Data Center, Solaris Zones, Veritas Volume Manager, Veritas, Enterprise Architecture, HP-UX, Veritas Storage..., SAN, Netbackup, Operating Systems, RHEL, Storage, VMware ESX, Disaster Recovery, Load Balancing, Server Architecture, NAS, VMware Infrastructure, Linux System..., EMC Storage, Oracle RAC, Capacity Planning, F5 BigIP, IBM AIX
Education
Community College of the Air Force 1995 — 1997
Associate of Science (AS), Computer Science
Stratus Technologies September 2014 - Present
RSA, The Security Division of EMC December 2013 - August 2014
Constant Contact January 2013 - December 2013
ConstantContact May 2007 - December 2012
Fidelity Investments June 2002 - May 2007
Kronos April 2000 - August 2001
Bell Atlantic April 1998 - March 2000
Carlson Companies, Inc. November 1997 - April 1998
United Airlines February 1996 - November 1997
Thermo Fisher Scientific March 1993 - February 1996
Skills
Databases, DB2, Data Warehousing, Database Design, SQL Tuning, Performance Tuning, Data Modeling, Oracle, ETL, SQL, Microsoft SQL Server, Oracle RAC, IDMS, DB2 9.1, SQL*Plus, Sybase SQL Anywhere, Oracle SQL Developer, Sybase Adaptive Server, Informix, Oracle RDBMS, Replication, MySQL, Netezza, Cognos, Scrum, Agile Methodologies, Unix, Solaris, SaaS, Oracle Database
Education
Metropolitan State University 1990 — 1993
BA, Management Info Systems
College Of Saint Mary 1986 — 1990
Undergrad, MIS
Community College of the Air Force 1986 — 1990
undergrad, Computer Science
Mutual Fund Dealers Association of Canada January 2009 - Present
Fidelity Investments 2000 - 2008
Education
Concordia University
BA, Political Science
Citizens Bank May 2012 - Present
Citizens Bank May 2011 - May 2012
Fidelity Investments December 2009 - February 2011
Fidelity Investments June 2005 - December 2009
Fidelity Investments June 2003 - June 2005
Fidelity Investments March 2001 - June 2003
Skills
SDLC, Requirements Analysis, Visio, Business Analysis, SQL, Unix, Vendor Management, SharePoint, Agile Methodologies, Requirements Gathering, Oracle, Software Project..., ITIL, Process Improvement, Microsoft SQL Server, Data Warehousing, Quality Assurance, Security, Systems Analysis
Education
Community College of Rhode Island
Associates Degree, Computer Science
Community College of Rhode Island
Associates Degree, Liberal Arts
Smithfield High
Fidelity Investments August 2011 - Present
Veritude September 2009 - August 2011
Fidelity Investments November 2006 - December 2008
BAE Systems November 2003 - November 2006
Chase Paymentech January 2000 - November 2003
Terralink Technologies August 1999 - January 2000
Digital Equipment Corporation April 1996 - August 1999
Skills
Unix, Solaris, Linux, AIX, Tomcat, Perl, Apache, Websphere, Shell Scripting, Unix Shell Scripting, WebSphere Application..., HTML, XML, ClearCase, ERS, IBM HTTP Server, iPlanet Web Server, Web Applications, Red Hat Linux, UNIX utilities, Wikis, Release Management, Stratus, Software Development, Software Installation, uDeploy, Java, Unix Administration, PingFederate, Git, Nexus, PHP
Education
Daniel Webster College 1997 — 2007
Bachelor, Computer Science
Community College of the Air Force 1986 — 1988
Associate, Applied Science
Fidelity Investments 2001 - Present
Invesco Trimark 1996 - 2001
Skills
Mutual Funds, Financial Services, Business Analysis, Financial Analysis, Portfolio Management, Relationship Management, Investments
Education
Concordia University
Bachelor of Arts, Economics
rbce, incorporated October 1996 - Present
Jackson Hewitt January 2002 - January 2006
Internal Revenue Service June 2002 - March 2003
Texas Workforce Commission January 1999 - January 2000
Fidelity Investments January 1986 - January 1988
Skills
Proseries Tax Software, Drake Tax Software, Quickbooks, Mircosoft Office Suite, Tax Returns, Tax, Preparation, Tax Preparation, Income Tax, Sales Tax, Federal Tax, Tax Compliance, Tax Audits, Payroll Taxes, Tax Services, Tax Return Preparation, Bookkeeping, Individual Taxation, Payroll Processing, Reconciliation, Small Business, IRS, Partnership Taxation, Corporate Tax, Use Tax, Business Tax, S Corporations, Payroll, State Taxation, QuickBooks, Tax Research, Tax Accounting, CPA, Financial Reporting, Tax Law, Accountants, Accounting, Financial Accounting, Financial Statements, International Tax, Microsoft Office, Fixed Assets, Property Tax, GAAP, Financial Planners, Financial Analysis, General Ledger, Journal Entries, Tax Advisory, Customer Service
Education
Kaplan University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Concordia University 1999 — 2000
BBA; 2002, Business Administration
University of North Texas 1988 — 1989
Finance
Dallas County Community College 1980 — 1982
Associates, Business Administration
Fidelity Investments July 2011 - Present
Fidelity Investments March 2007 - July 2011
Fidelity Investments August 2000 - February 2007
Fidelity Investments November 1998 - July 2000
Boragine, Grennan & Co, CPA Firm February 1990 - June 1995
Skills
Mutual Funds, 401k, Asset Allocation, Retirement, Investments, Asset Managment, Equities, Investment Strategies, Retirement Planning, Alternative Investments, Defined Benefit, Investment Management, Financial Services, Fixed Income, Wealth Management
Education
Rhode Island College 1990 — 1994
BS, Accounting
Community College of Rhode Island
Associates, BioChemistry
North Kingstown High School
University of Rhode Island
Pre-Pharmacy
Fidelity Investments June 2013 - Present
Fidelity Investments February 2010 - June 2013
Fidelity Investments June 2005 - September 2010
Fidelity Investments February 2001 - June 2005
Skills
Strategy, Content Management, Strategic Planning, Flash, Multimedia, Vendor Management, Business Analysis, Requirements Gathering, Process Improvement, Graphic Design, Web Design, Web Development, JavaScript, ExactTarget, Eloqua, Marketing Communications, Project Management, Integrated Marketing, Financial Services
Education
Rhode Island College 1996 — 2003
BA, Studio Art: Graphic Design
Community College of Rhode Island 1992 — 1995
Associates, Liberal Arts
Fidelity Investments 2001 - 2004
Fidelity Investments 2000 - 2001
Speedware Corporation 1995 - 1999
Education
Concordia University 1994 — 1997
Bachelor of Arts, Library Science
John Hancock Investments May 2007 - Present
John Hancock Investments May 2007 - Present
Marsh & McLennan Companies, Inc. April 2005 - November 2006
Sun Life Financial 1998 - 2004
Fidelity Investments 1990 - 1998
North American Security Life 1987 - 1990
Skills
Series 63, Banking, AML, Series 6, Retirement Planning, Public Speaking, Pensions, Life Insurance, Business Analysis, Microsoft Excel, Project Management, Training, Microsoft Office, Outlook, Risk Management, Relationship Management, Series 7
Education
Concord Law School - Kaplan University 2007 — 2012
Executive Juris Doctor, Law
University of Maine 1981 — 1985
BA, French
QBE North America December 2012 - Present
QBE North America September 2011 - December 2012
QBE North America October 2010 - September 2011
Fidelity Investments March 2008 - June 2009
Great Lakes Higher Education 2003 - 2007
Hamilton Telecommunications Relay 2001 - 2002
Society's Assets 2001 - 2002
Skills
Outlook, Customer Service, Excel, Customer Relations, Word, Analysis, Microsoft Excel, Management, Microsoft Word, Leadership, Property Claims, Process Improvement, Commercial Insurance, Property & Casualty..., General Insurance, Insurance, Workers Compensation, Liability, Underwriting, Casualty Insurance, Claims Management, Claim
Education
Concordia University-Wisconsin
Bachelor of Arts (B.A.), Business Management
Fidelity Investments January 2006 - Present
Mercer May 2001 - December 2005
Aon April 1998 - April 2001
Skills
Retirement, Pensions, Risk Management, Actuarial Science, Valuation, Defined Benefit, Retirement Planning, 401k
Education
Concordia University 1993 — 1996
Bachelor of Applied Science (BASc), Actuarial Science
Fidelity Investments February 2004 - Present
Education
Community College of Rhode Island
Associate's degree, Business/Managerial Economics
Capital Financial Group. H Beck, Inc. December 2013 - Present
Charles Schwab LLC December 2009 - January 2013
Charles Schwab LLC December 2009 - January 2013
Fidelity Investments August 1999 - December 2009
Skills
Team Building, Strategic Planning, Coaching, Public Speaking, Leadership, Social Networking, Management, Social Media
Education
Concordia College-New York 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Concordia College. 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.2
BluMont Capital April 2008 - December 2013
CIBC Asset Management January 2005 - January 2008
Invesco Trimark November 2000 - December 2004
Spectrum United Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Equities, Strategic Financial..., Hedge Funds, Fixed Income, Asset Management, Sales, Alternative Investments, Investment Strategies, Asset Allocation, Retirement Planning, Investment Management, Securities, ETFs, Financial Advisory, Wealth, Bonds, Financial Markets
Education
Concordia University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Vanier College 1987 — 1990
Social Studies
West Hill High School 1982 — 1987
High School
Fidelity Investments October 2005 - Present
The Gillette Company Procter & Gamble October 2000 - October 2005
The Coca-Cola Bottling Company of New England August 1998 - October 2000
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Management, Oracle, SAP, Sametime, SharePoint, Siebel 7.x, Lotus Notes, Access, Accounts Receivable, Cross-functional Team..., Forecasting, Process Improvement, Leadership, Investments, Asset Management, Financial Services
Education
Community College of Rhode Island 2010 — 2014
Associates in Business Management, Business Management
Community College of Rhode Island 2001 — 2003
Certificate in Management
Bankers Life & Casualty January 2013 - Present
Fidelity Investments February 1999 - June 2011
Fidelity Investments January 1999 - January 2006
Fidelity Investments January 2004 - January 2005
Manpower Staffing Services January 1996 - January 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML
Education
Community College of Rhode Island
ASSOCIATE OF SCIENCE, BUSINESS ADMINISTRATION
Cranston West
Fidelity Investments August 2011 - Present
Skills
Data Entry, Computer Hardware, Customer Service
Education
Community College of Rhode Island 2011 — 2012
TJX October 2008 - Present
Boston Financial Data Services June 2001 - October 2008
Fidelity Investments June 2007 - June 2008
Skills
Process Improvement, Customer Service, Operations Management, Financial Services, Relationship Management, Microsoft Excel, Financial Analysis, Business Analysis, Project Management, Risk Management, Outlook, Microsoft Office, Team Leadership, Call Centers, Self-motivated Team...
Education
Community College of the Air Force 1988 — 1990
Dedham High School 1976 — 1981
Fidelity Investments January 2007 - Present
Bank of America 1999 - 2007
Bank of America 1999 - 2007
Bank of America 1999 - 2007
Education
Community College of Rhode Island
Associate of Science (AS), Business Management, 3.7