Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Bobby Eng, CIMA Bobby Eng, CIMA Toronto, Canada Area Details
Bobby Eng, CIMA's Fidelity Investments Experience January 2000 - January 2002
Job Senior Vice President, Head of Sales at First Trust Portfolios Canada
Industry Investment Management
Experience
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

Jessica Chacon Jessica Chacon Providence, Rhode Island Area Details
Jessica Chacon's Fidelity Investments Experience August 2011 - January 2012
Job Student
Industry Photography
Experience
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

Odalis Jimenez Odalis Jimenez Providence, Rhode Island Details
Odalis Jimenez's Fidelity Investments Experience September 2014 - Present
Job Institutional Sales Trader at Fidelity Investments
Industry Information Technology and Services
Experience
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

Sal Ali Sal Ali Toronto, Canada Area Details
Sal Ali's Fidelity Investments Experience January 1994 - March 1997
Job Sales Executive at SmartStream Technologies
Industry Computer Software
Experience
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

Jamiel Garcia Jamiel Garcia Providence, Rhode Island Area Details
Jamiel Garcia's Fidelity Investments Experience September 2012 - Present
Job Regional Support Technician
Industry Computer Hardware
Experience
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

Jonathan De La Cruz Jonathan De La Cruz Providence, Rhode Island Details
Jonathan De La Cruz's Fidelity Investments Experience January 2014 - Present
Job IT Intern at Fidelity Investments
Industry Computer Hardware
Experience
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

Michael Sroka, EJD, MCSE, CISM Michael Sroka, EJD, MCSE, CISM Greater Boston Area Details
Michael Sroka, EJD, MCSE, CISM's Fidelity Investments Experience June 2002 - March 2012
Job Sr Solutions Engineer
Industry Information Technology and Services
Experience
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

Ryan DeLaHaye Ryan DeLaHaye Manchester, New Hampshire Details
Ryan DeLaHaye's Fidelity Investments Experience September 2007 - June 2008
Job Customer Care Advocate
Industry Health, Wellness and Fitness
Experience
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

Anthony Iacobo, MBA Anthony Iacobo, MBA Montreal, Canada Area Details
Anthony Iacobo, MBA's Fidelity Investments Experience March 2014 - Present
Job District Vice President at Fidelity Investments
Industry Financial Services
Experience
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

Joseph Lester Joseph Lester Laguna Niguel, California Details
Joseph Lester's Fidelity Investments Experience 2007 - 2011
Job Logistics Manager at Value Brothers
Industry Sporting Goods
Experience
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

Justin Kvantas Justin Kvantas Raleigh-Durham, North Carolina Area Details
Justin Kvantas's Fidelity Investments Experience May 2015 - Present
Job Analyst
Industry Financial Services
Experience
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

Katya Suppa Katya Suppa Montreal, Canada Area Details
Katya Suppa's Fidelity Investments Experience March 2012 - Present
Job Sales coordinator
Industry Financial Services
Experience
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

Amy Conrardy Amy Conrardy Providence, Rhode Island Details
Amy Conrardy's Fidelity Investments Experience February 2004 - May 2012
Job Student at Community College of Rhode Island
Industry Health, Wellness and Fitness
Experience
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

Dwayne Coffin Dwayne Coffin Barnstable/Yarmouth, Massachusetts Area Details
Dwayne Coffin's Fidelity Investments Experience 2002 - 2009
Job Airfield Systems
Industry Military
Experience
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

Ebony Laprocina Ebony Laprocina Providence, Rhode Island Details
Ebony Laprocina's Fidelity Investments Experience November 2006 - June 2008
Job Paralegal at Karns Law Group
Industry Law Practice
Experience
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

Louis Groleau, CFA Louis Groleau, CFA Montreal, Canada Area Details
Louis Groleau, CFA's Fidelity Investments Experience November 2011 - Present
Job District VicePresident at Fidelity Investments
Industry Financial Services
Experience
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

Erin DeCrosta Erin DeCrosta Providence, Rhode Island Area Details
Erin DeCrosta's Fidelity Investments Experience January 2015 - Present
Job Institutional Securities Operations Representative III at Fidelity Investments
Industry Financial Services
Experience
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

Connie Delisle Connie Delisle Providence, Rhode Island Area Details
Connie Delisle's Fidelity Investments Experience September 1998 - Present
Job at
Industry Information Technology and Services
Experience
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

Christine Watson Christine Watson Greater Boston Area Details
Christine Watson's Fidelity Investments Experience 2008 - 2009
Job Senior IT Project Manager at American Tower
Industry Information Technology and Services
Experience
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

Rodney Gaumitz Rodney Gaumitz Warwick, Rhode Island Details
Rodney Gaumitz's Fidelity Investments Experience March 1999 - January 2003
Job Senior Account Executive at Home Loan Investment Bank
Industry Banking
Experience
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

Diane Wetzel Diane Wetzel Providence, Rhode Island Area Details
Diane Wetzel's Fidelity Investments Experience August 2014 - Present
Job Contractor, Publisher at Fidelity Investments
Industry Marketing and Advertising
Experience
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

Kathy Morin Kathy Morin Montreal, Canada Area Details
Kathy Morin's Fidelity Investments Experience March 2004 - June 2006
Job Principal, Investments at PPP Canada
Industry Financial Services
Experience
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

Bradley Backstrom Bradley Backstrom Boise, Idaho Details
Bradley Backstrom's Fidelity Investments Experience 2001 - 2006
Job Director of Sales and Marketing at Signs2u
Industry Marketing and Advertising
Experience
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

Doris Toye Doris Toye Montreal, Canada Area Details
Doris Toye's Fidelity Investments Experience November 2006 - June 2008
Job Account Manager at Deluxe Digital Studios
Industry Entertainment
Experience
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

Cindy Katz Cindy Katz Montreal, Canada Area Details
Cindy Katz's Fidelity Investments Experience 2003 - 2005
Job Instructional design, elearning and professional development expert
Industry Professional Training & Coaching
Experience
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.

Maria Degaitas Maria Degaitas Providence, Rhode Island Area Details
Maria Degaitas's Fidelity Investments Experience October 2005 - Present
Job Client Manager II at Fidelity Investments
Industry Financial Services
Experience
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

Bert Carabitses Bert Carabitses Providence, Rhode Island Area Details
Bert Carabitses's Fidelity Investments Experience November 1999 - October 2010
Job at Allstate Insurance Company
Industry Financial Services
Experience
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

Eric Carpenter Eric Carpenter Providence, Rhode Island Area Details
Eric Carpenter's Fidelity Investments Experience July 1995 - January 2009
Job Senior Product Development Engineer at Dassault Systemes SIMULIA
Industry Information Technology and Services
Experience
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

Mary Anjanette Hodsdon Mary Anjanette Hodsdon Dallas/Fort Worth Area Details
Mary Anjanette Hodsdon's Fidelity Investments Experience January 2012 - Present
Job Senior Learning Coordinator at Fidelity Investments
Industry Education Management
Experience
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

Hazare Arjune Hazare Arjune Greater Boston Area Details
Hazare Arjune's Fidelity Investments Experience February 2008 - March 2009
Job Senior Technology Consultant at EMC Corporation
Industry Information Technology and Services
Experience
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

Mark Gregory Mark Gregory Columbus, Ohio Details
Mark Gregory's Fidelity Investments Experience January 1995 - March 2001
Job Chief Compliance Officer at Huntington Investment Company
Industry Financial Services
Experience
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

Ivan Jasper Ivan Jasper Dallas/Fort Worth Area Details
Ivan Jasper's Fidelity Investments Experience February 2014 - Present
Job Technology Risk Controls Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Calderon, Ruben Calderon, Ruben Greater Boston Area Details
Calderon, Ruben's Fidelity Investments Experience January 2006 - Present
Job Global Asset Allocation Portfolio Manager
Industry Capital Markets
Experience
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

Andrea Liberatore Andrea Liberatore Corpus Christi, Texas Area Details
Andrea Liberatore's Fidelity Investments Experience July 1996 - August 2001
Job Assistant Manager/Escrow Officer at Nueces Title Company
Industry Real Estate
Experience
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

Maureen Toland Michetti, PMP® Maureen Toland Michetti, PMP® Greater Boston Area Details
Maureen Toland Michetti, PMP®'s Fidelity Investments Experience September 2014 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Dona Maria Absi Dona Maria Absi Montreal, Canada Area Details
Dona Maria Absi's Fidelity Investments Experience January 2014 - May 2014
Job Aspiring entrepreneur
Industry Financial Services
Experience
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

Christopher Woodie Christopher Woodie Providence, Rhode Island Area Details
Christopher Woodie's Fidelity Investments Experience March 2007 - March 2007
Job
Industry Food & Beverages
Experience
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

Dan Besse Dan Besse Greater Boston Area Details
Dan Besse's Fidelity Investments Experience June 2015 - Present
Job SVP, Workplace Investments Client Acquisition at Fidelity Investments
Industry Financial Services
Experience
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

Ashley Pelletier Ashley Pelletier North Smithfield, Rhode Island Details
Ashley Pelletier's Fidelity Investments Experience August 2015 - Present
Job Client Experience Associate at Fidelity Investments
Industry
Experience
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

Daniel Rettig Daniel Rettig Dallas/Fort Worth Area Details
Daniel Rettig's Fidelity Investments Experience July 2015 - Present
Job Sales Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Michelle Drouin Michelle Drouin Montreal, Canada Area Details
Michelle Drouin's Fidelity Investments Experience March 2000 - October 2001
Job VicePrésidente de District, RBC Gestion Mondiale D'Actifs
Industry Financial Services
Experience
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

Robert Hutchinson, CRPS® Robert Hutchinson, CRPS® Providence, Rhode Island Area Details
Robert Hutchinson, CRPS®'s Fidelity Investments Experience January 2014 - Present
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Anthony Alimbertis, MBA Anthony Alimbertis, MBA Montreal, Canada Area Details
Anthony Alimbertis, MBA's Fidelity Investments Experience September 2013 - January 2015
Job District Vice President at Mackenzie Investments
Industry Financial Services
Experience
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

Chuck Dziura Chuck Dziura Concord, New Hampshire Details
Chuck Dziura's Fidelity Investments Experience 2002 - 2013
Job Help Desk Supervisor at Boston Beer Company
Industry Information Technology and Services
Experience
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

Rob (Racer X USA) ResultZ Fitness Factory Rob (Racer X USA) ResultZ Fitness Factory Wayne, New Jersey Details
Rob (Racer X USA) ResultZ Fitness Factory's Fidelity Investments Experience November 2010 - February 2011
Job Experienced Personal Trainer/Nutritional advice and Counseling looking too make a difference!
Industry Health, Wellness and Fitness
Experience
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

Tiffany DiLorenzo Tiffany DiLorenzo Greater Boston Area Details
Tiffany DiLorenzo's Fidelity Investments Experience December 2013 - Present
Job Client Service Manager
Industry Financial Services
Experience
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

Christopher J. Helms Christopher J. Helms Greater Boston Area Details
Christopher J. Helms's Fidelity Investments Experience February 2011 - February 2012
Job Columbia Management
Industry Financial Services
Experience
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

David Squillace David Squillace Providence, Rhode Island Area Details
David Squillace's Fidelity Investments Experience July 1999 - March 2000
Job Assistant Branch Manager Bank RI
Industry Banking
Experience
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

Moriah Tolliver Moriah Tolliver Dayton, Ohio Area Details
Moriah Tolliver's Fidelity Investments Experience August 2006 - October 2007
Job Bartender at Vue Ultra Lounge & NKU Graduate
Industry Entertainment
Experience
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

Cynthia Ventura Cynthia Ventura West Greenwich, Rhode Island Details
Cynthia Ventura's Fidelity Investments Experience December 2012 - Present
Job Fidelity investments at Fidelity Investments
Industry Financial Services
Experience
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

Chris Lopes Chris Lopes Greater Boston Area Details
Chris Lopes's Fidelity Investments Experience September 2005 - December 2011
Job Senior Project Manager at State Street Bank
Industry Financial Services
Experience
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

Greg Lipper Greg Lipper Greater Boston Area Details
Greg Lipper's Fidelity Investments Experience August 2009 - April 2012
Job Senior Vice President, Global Client Operations at Nasdaq Global Corporate Solutions
Industry Financial Services
Experience
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.)

Kerri Tavarozzi Kerri Tavarozzi Providence, Rhode Island Area Details
Kerri Tavarozzi's Fidelity Investments Experience November 2007 - Present
Job SR. Systems Engineer
Industry Information Technology and Services
Experience
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

MJ Foley MJ Foley Raleigh-Durham, North Carolina Area Details
MJ Foley's Fidelity Investments Experience December 2009 - Present
Job
Industry Computer Software
Experience
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

Eugene Pearson, PMP Eugene Pearson, PMP Dallas/Fort Worth Area Details
Eugene Pearson, PMP's Fidelity Investments Experience September 2012 - August 2014
Job Techncal Project Manager at Fiserv
Industry Information Technology and Services
Experience
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

Pernilla Ingram Pernilla Ingram Toronto, Canada Area Details
Pernilla Ingram's Fidelity Investments Experience July 2004 - June 2009
Job
Industry Financial Services
Experience
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

Najma Pilgrim Najma Pilgrim Toronto, Canada Area Details
Najma Pilgrim's Fidelity Investments Experience November 2006 - Present
Job Director, Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2006 - Present
Ceridian Canada  April 2000 - January 2006
Bell Mobility  1993 - 2000

Education
Concordia University   2001 — 2003

Lorraine Nicolay Lorraine Nicolay Providence, Rhode Island Area Details
Lorraine Nicolay's Fidelity Investments Experience August 2002 - Present
Job Systems Services Support Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Kim McConnell Kim McConnell Phoenix, Arizona Area Details
Kim McConnell's Fidelity Investments Experience February 2007 - July 2008
Job Para Educator at Chandler Unified School District
Industry Financial Services
Experience
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

Andy Sabo Andy Sabo Dallas/Fort Worth Area Details
Andy Sabo's Fidelity Investments Experience June 1998 - Present
Job Director at Fidelity Investments
Industry Information Technology and Services
Experience
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

Robert Kinnane Robert Kinnane Greater Boston Area Details
Robert Kinnane's Fidelity Investments Experience June 2006 - February 2009
Job Project Manager
Industry Computer Software
Experience
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

Kimberly Calvi Kimberly Calvi Greater Boston Area Details
Kimberly Calvi's Fidelity Investments Experience August 2006 - March 2009
Job Paralegal at Santander Bank, N.A.
Industry Law Practice
Experience
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

Rachael Frazier Rachael Frazier Providence, Rhode Island Area Details
Rachael Frazier's Fidelity Investments Experience February 2015 - Present
Job Director of Institutional DCIO Sales Support
Industry Financial Services
Experience
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

Andrew Eaton Andrew Eaton Toronto, Canada Area Details
Andrew Eaton's Fidelity Investments Experience September 2006 - January 2008
Job Director at Sunlife Global Investments
Industry Financial Services
Experience
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

Joseph Contarino Jr Joseph Contarino Jr Smithfield, Rhode Island Details
Joseph Contarino Jr's Fidelity Investments Experience February 2000 - Present
Job Director at Fidelity Investments, Client Management
Industry Financial Services
Experience
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

Graham Lowe Graham Lowe Keller, Texas Details
Graham Lowe's Fidelity Investments Experience December 2011 - June 2015
Job Consultant Webfocus BI Developer at Blue Cross Blue Shield of Mississippi
Industry Information Technology and Services
Experience
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

Donna Horibin Donna Horibin Providence, Rhode Island Area Details
Donna Horibin's Fidelity Investments Experience February 2006 - August 2007
Job Sr. Programmer Analyst Consultant
Industry Information Technology and Services
Experience
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

Stephen Provencher Stephen Provencher Greater Boston Area Details
Stephen Provencher's Fidelity Investments Experience 1999 - Present
Job Principal Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Ross Daigle Ross Daigle Greater Boston Area Details
Ross Daigle's Fidelity Investments Experience June 2002 - May 2007
Job Principle Database Administrator at Stratus Technologies
Industry Marketing and Advertising
Experience
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

Sheila Daneshvaziri Sheila Daneshvaziri Toronto, Canada Area Details
Sheila Daneshvaziri's Fidelity Investments Experience 2000 - 2008
Job Investigator at Mutual Fund Dealers Association of Canada
Industry Financial Services
Experience
Mutual Fund Dealers Association of Canada  January 2009 - Present
Fidelity Investments   2000 - 2008

Education
Concordia University
BA, Political Science

Brian McLoughlin Brian McLoughlin Providence, Rhode Island Area Details
Brian McLoughlin's Fidelity Investments Experience December 2009 - February 2011
Job Business Systems Section Manager
Industry Information Technology and Services
Experience
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

Russell Holmes Russell Holmes Greater Boston Area Details
Russell Holmes's Fidelity Investments Experience August 2011 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Hana Bernreiter Hana Bernreiter Toronto, Canada Area Details
Hana Bernreiter's Fidelity Investments Experience 2001 - Present
Job Workforce Management Coordinator at Fidelity Investments
Industry Financial Services
Experience
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

Maryjo (Miles) Boynton, EA Maryjo (Miles) Boynton, EA Austin, Texas Area Details
Maryjo (Miles) Boynton, EA's Fidelity Investments Experience January 1986 - January 1988
Job Enrolled Agent
Industry Accounting
Experience
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

Rachel DiDino Rachel DiDino Providence, Rhode Island Area Details
Rachel DiDino's Fidelity Investments Experience July 2011 - Present
Job Sr. Plan Acquisition Analyst at Fidelity Investments
Industry Financial Services
Experience
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

David Sayles David Sayles Providence, Rhode Island Area Details
David Sayles's Fidelity Investments Experience June 2013 - Present
Job Front End Web Developer at Fidelity Investments
Industry Financial Services
Experience
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

Bharti Damani Bharti Damani Toronto, Canada Area Details
Bharti Damani's Fidelity Investments Experience 2001 - 2004
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Fidelity Investments   2001 - 2004
Fidelity Investments   2000 - 2001
Speedware Corporation  1995 - 1999

Education
Concordia University   1994 — 1997
Bachelor of Arts, Library Science

Suzanne Hennig Suzanne Hennig Greater Boston Area Details
Suzanne Hennig's Fidelity Investments Experience 1990 - 1998
Job Senior Advertising Compliance Consultant at John Hancock Investments
Industry Financial Services
Experience
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

Amanda Jensen, CPCU, AIC, AINS Amanda Jensen, CPCU, AIC, AINS Madison, Wisconsin Area Details
Amanda Jensen, CPCU, AIC, AINS's Fidelity Investments Experience March 2008 - June 2009
Job Commercial Lines Underwriter at QBE The Americas
Industry Insurance
Experience
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

Andre Menard Andre Menard Greater Boston Area Details
Andre Menard's Fidelity Investments Experience January 2006 - Present
Job Actuary at Fidelity Investments
Industry Financial Services
Experience
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

Kathleen Accetta Kathleen Accetta Providence, Rhode Island Area Details
Kathleen Accetta's Fidelity Investments Experience February 2004 - Present
Job Institutional Securities Operations Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2004 - Present

Education
Community College of Rhode Island
Associate's degree, Business/Managerial Economics

James A Williams James A Williams Phoenix, Arizona Area Details
James A Williams's Fidelity Investments Experience August 1999 - December 2009
Job Charles Schwab LLC
Industry Financial Services
Experience
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

Cliff Cassidy Cliff Cassidy Calgary, Canada Area Details
Cliff Cassidy's Fidelity Investments Experience 1996 - 1998
Job Director of Sales, Arrow Capital
Industry Financial Services
Experience
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

Champagne, Cheryl Champagne, Cheryl Smithfield, Rhode Island Details
Champagne, Cheryl's Fidelity Investments Experience October 2005 - Present
Job Senior Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
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

jill deraimo jill deraimo Providence, Rhode Island Area Details
jill deraimo's Fidelity Investments Experience February 1999 - June 2011
Job
Industry Insurance
Experience
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

Sam Siknay Sam Siknay Providence, Rhode Island Details
Sam Siknay's Fidelity Investments Experience August 2011 - Present
Job CED/Transaction Processor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2011 - Present

Skills
Data Entry, Computer Hardware, Customer Service

Education
Community College of Rhode Island   2011 — 2012

Robert MacLea Robert MacLea Abington, Massachusetts Details
Robert MacLea's Fidelity Investments Experience June 2007 - June 2008
Job Operations Manager at TJX
Industry Retail
Experience
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

Ryan Duclos Ryan Duclos Woonsocket, Rhode Island Details
Ryan Duclos's Fidelity Investments Experience January 2007 - Present
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
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

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