Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Brown Brothers Harriman January 2015 - Present
Fidelity Investments July 2014 - January 2015
Pear Tree Funds January 2010 - June 2014
J.P. Morgan September 2009 - December 2009
State Street January 2007 - December 2008
Putnam Investments 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Bloomberg, Financial Analysis, Financial Services, Series 63, Asset Management, Financial Modeling, Securities, Microsoft Excel, Marketing
Education
Cornell University
Master of Science (M.S.), Consumer Economics
Framingham State University
Bachelor’s Degree, Education/Economics, Summa cum laude
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - August 2014
UNC Greensboro January 2014 - May 2014
Fidelity Investments May 2013 - August 2013
Bank of America January 2011 - August 2012
Robert Packer Hospital August 2008 - September 2010
Skills
Java, Computer Science, Customer Service, JavaScript, HTML, Agile Methodologies, C++, Banking, Programming, Scrum, Software Engineering, Pyxis, Hospital Pharmacy, NextGen, Eclipse, Testing, Tomcat, Maven, Quality Center, Github, Teamwork, Game Programming, Challenge Driven, C#, Big Data, RESTful WebServices, SOAP, Spring Framework, iBatis, Oracle SQL Developer, SQL, XML, HTML5, Unix, Object Oriented Design, CSS, UML, Crochet, Arts & Crafts, Web Applications
Education
University of North Carolina at Greensboro 2012 — 2014
Bachelor's Degree, Computer Science, 3.86
Corning Community College 2002 — 2004
Associate in Science (AS), Liberal Arts and Sciences/Liberal Studies
Collaborative Consulting June 2015 - Present
Oracle Endeca May 2013 - June 2015
Sapient Global Markets May 2010 - February 2013
Vistaprint June 2009 - April 2010
Various Companies April 2008 - June 2009
Freelance audio engineer 2005 - 2009
EMI Strategic Marketing May 2008 - September 2008
Hill Holliday March 2008 - April 2008
Fidelity Investments September 2006 - February 2008
Bank of America 2006 - 2006
Skills
Interaction Design, User-centered Design, Information Architecture, Usability Testing, User Experience, User Interface, Experience Design, User Interface Design, User Acceptance Testing, Agile Methodologies, Video Editing, Illustrator, Visio, Photoshop, Wireframes, User Experience Design, CMS, User Scenarios, Flash
Education
Emerson College 2002 — 2004
MA, Visual and Media Arts
Cornell University 1995 — 1999
BS, Hotel Administration
Fidelity Investments November 2013 - Present
Fidelity Investments July 2013 - October 2013
Electric Insurance Company February 2013 - July 2013
Albanese Brothers, Inc. October 2011 - September 2012
Darden Restaurants September 2009 - May 2011
FirstBest Systems, Inc. August 2010 - February 2011
Skills
Marketing, Customer Service, Accounts Payable, People Skills, Microsoft Office, OS X, Corporate Finance, Administrative..., Workplace Investing, Personal Finance, Employee Training, Administrative Support, Training & Development, Communication, Creative Solutions, Mac OS X, Finance
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Finance, General
Cornell University 2012 — 2012
Certificate of Financial Management, Finance and Financial Management Services, 4.0
Merrimack College 2009 — 2012
Bachelor of Science (B.S.), Business Administration, 3.7
Northeastern University 2008 — 2009
Methuen High School 2004 — 2008
High School Diploma, General Studies, 3.9
BR Consulting September 2012 - May 2013
Microsoft August 2012 - February 2013
Croop-LaFrance September 2009 - May 2012
Fidelity Investments May 2008 - August 2008
Oracle November 2006 - July 2007
Huawei February 2005 - November 2006
Perot Systems August 2004 - January 2005
Skills
Software Development, Computer Science, Agile Methodologies, SQL, SDLC, Requirements Analysis, Strategic Planning, Financial Analysis, Business Strategy, IT Strategy, Financial Statement..., Strategic Consulting, Business Analysis, Software Project..., Product Management, Cloud Computing, Java, Cross-functional Team..., Project Management, PL/SQL, Digital Marketing, Financial Modeling, Strategy, Vendor Management, Partner Management, OEM negotiations, OEM Management, Oracle SQL, MySQL, IT Management, IT Solutions, Scrum, SOA, Web Services, Agile Project Management, SOAP, JavaScript, Business Intelligence, Analysis, Management, Web Applications, Enterprise Software
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Strategy, Marketing, 3.6
North Carolina State University 2007 — 2008
MS, Computer Science
R. V. College of Engineering, Bangalore
BE, Electronics & Communication
Ravenshaw College
Fidelity Investments July 2008 - Present
Mercer Investments August 2006 - July 2008
Fidelity Investments July 2000 - August 2006
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
Master of Business Administration (MBA)
Tufts University 1989 — 1992
Bachelor of Science (BS), Quantitative Economics
IGATE April 2015 - Present
Senior Health Insurance Company of Pennsylvania (SHIP) March 2014 - March 2015
CIV Consulting. January 2012 - February 2014
John Hancock Financial Services (Manulife Corp.) October 2010 - November 2011
John Hancock Financial Service February 2003 - October 2010
John Hancock Financial Services October 1995 - January 2003
Fidelity Investments 1991 - 1995
Skills
Process Improvement, Risk Management, Business Process..., Operations Management, Financial Services, Leadership, Vendor Management, Change Management, Underwriting, Long Term Care Insurance, Auditing, Strategy, 401k, Financial Risk, Business Analysis, Health Insurance, Customer Service, Internal Controls, Business Process Design, Financial Analysis, Employee Benefits, Strategic Planning, PMO, BPM, Lean Six Sigma, Compliance, Insurance, Agile Project Management, Call Center Development, Audit, SDLC, Management Consulting, Program Management, Management, Project Management, Consulting, IT Strategy, Analytics, Strategic Partnerships
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Accounting, Finance and Strategy
University of Massachusetts, Amherst
B.A., English
Discover Financial Services August 2015 - Present
gâté comme des filles chocolats February 2011 - Present
IFF February 2014 - July 2015
United Airlines August 2013 - February 2014
United Airlines 2011 - February 2014
Cornell University - Johnson Graduate School of Management August 2009 - May 2011
Fidelity Investments June 2010 - August 2010
CSH April 2008 - August 2009
Palladia, Inc. June 2005 - 2008
Metropolitan Waterfront Alliance August 2004 - June 2005
Skills
Financial Modeling, Strategy, Cross-functional Team..., Financial Analysis, Analysis, Finance, Management, Project Management, Leadership, Program Management, Portfolio Management, Market Analysis, Mergers & Acquisitions, Valuation, Project Planning and..., PowerPoint, Microsoft Excel, Competitive Analysis, Management Consulting, Data Analysis, Proposal Writing, Analytics, Business Strategy, Real Estate Finance, Low Income Housing Tax..., French, Corporate Finance, Real Estate Financing, Real Estate Transactions, Teamwork, Operations Management, Kanban, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance, Strategy
New York University - Wagner Graduate School 2003 — 2005
Master of Urban Planning, Sustainable Development, Renewable energy
University of Illinois at Urbana-Champaign 1998 — 2001
BA, French studies and literature
Butler University August 2015 - Present
Westfälische Wilhelms-Universität Münster September 2010 - July 2015
Deutsche Bank February 2009 - August 2011
Fidelity Investments October 2006 - February 2009
Foremost Building Services, Inc June 2004 - June 2007
Skills
Finance, Risk Management, Equities, Corporate Finance, Derivatives, Leadership, Customer Service
Education
University of Münster 2010 — 2015
Doctor of Philosophy (Ph.D.), Finance
University of North Florida 2007 — 2008
MBA; Masters, Business Administration
Cornerstone University 1999 — 2003
Bachelor of Science, Business Administration
KeyBank Real Estate Capital April 2015 - Present
KeyBank Real Estate Capital 2013 - April 2015
KeyBank Real Estate Capital 2010 - 2013
KeyBank Real Estate Capital 2008 - 2010
Land Capital Group 2007 - 2008
Wells Fargo Bank 2004 - 2007
Wells Fargo 2003 - 2004
Wells Fargo 2000 - 2003
Morgan Stanley Dean Witter Online 1999 - 2000
Fidelity Investments 1994 - 1999
Skills
Risk Management, Customer Relations, Real Estate, Financial Analysis, Leadership, Forecasting, Customer Service, Portfolio Management, Finance, Project Management, Loans, Management, Analytics, Training, Staff Training, Staff Development, Credit Risk, Asset Underwriting, Credit Underwriting, Relationship Management, Account Management, Business Development, Negotiation, Real Estate Underwriting, Commercial Real Estate, Commercial Loan..., Loan Origination, Underwriting, Real Estate Capital, Data Integrity, Portfolio Strategies, Reporting, Land Acquisition Loans, Commercial Loan..., Residential Development, Loan Agreements, Unsecured Lines of..., Interim Financing, Workout, Debt Restructuring, Debt Management, Debt & Equity Financing, Credit Analysis, Banking, Credit
Education
Cornell University - Johnson Graduate School of Management 2011 — 2011
Executive Leadership Certificate, Leadership
University of Utah - David Eccles School of Business 2000 — 2002
MBA, Business, Economics
Westminster College
BA in International Business
UMass Medical School June 2015 - Present
McLean Hospital February 2010 - April 2015
Cornell University January 2008 - January 2010
Ithaca Free Clinic August 2008 - December 2009
McLean Hospital May 2008 - August 2008
Fidelity Investments May 2007 - August 2008
Skills
Clinical Research, Mental Health, Editing, Healthcare, Research, Medicine, Psychiatry, Public Health, Psychology, Qualitative Research, Research Design, Data Analysis
Education
University of Massachusetts Medical School 2015 — 2022
MD/PhD candidate
Cornell University 2006 — 2010
Bachelor of Science
J.P. Morgan September 2012 - February 2014
J.P. Morgan June 2011 - August 2011
Cornell University August 2010 - July 2011
Fidelity Investments June 2010 - August 2010
Social Dynamics, LLC 2009 - 2009
MaintainNet 2008 - 2009
Skills
Stata, Data Analysis, Microsoft Excel, Analytics, Microsoft Office, Statistics, Research, Management, Financial Modeling, Economics, Public Speaking, Financial Analysis, Macroeconomics, Econometrics, Finance, Investments, Investment Banking
Education
Cornell University
Bachelor of Science, Policy Analysis and Management
Citi May 2015 - Present
American Express October 2011 - May 2015
Bentley Associates L.P. July 2011 - September 2011
Appleby Capital June 2010 - August 2010
Fidelity Investments June 2006 - October 2008
Skills
Corporate Finance, Financial Modeling, Valuation, Business Analysis, Financial Analysis, Due Diligence, Business Valuation, Forecasting, Strategic Financial..., Mergers & Acquisitions, Business Development, Business Analytics, Strategic Planning, IT Strategy, Business Strategy, Financial Planning, Analytics, Management, Analysis, Leadership, Entrepreneurship, Strategy, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Strategy and Finance
S.P. Jain Center of Management 2008 — 2009
MBA, Investment Banking & Wealth Management
Manipal Institute of Technology 2002 — 2006
B.E., Computer Science and Engineering
Sardar Patel Vidyalaya 1994 — 2001
High School, Science with Computers
ViaSat May 2011 - Present
Raytheon August 2003 - August 2010
GE Energy January 2010 - May 2010
Fidelity Investments August 2009 - January 2010
NCR June 1999 - June 2003
Robinson Industries Inc. December 1995 - August 1998
Skills
Product Management, Strategy, Engineering, Product Lifecycle..., Cross-functional Team..., Program Management, Financial Modeling, Process Engineering, Product Launch, Competitive Analysis, Product Development, Process Improvement
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2010
MBA, Strategy, Product Management, Sustainability
University of Southern California 2005 — 2008
Master of Science, Mechanical Engineering
Georgia Institute of Technology 1994 — 1999
Bachelor of Science, Mechanical Engineering
Goodwin Procter LLP October 2014 - December 2014
athenahealth March 2014 - June 2014
Fidelity Investments January 2010 - February 2014
Fidelity Investments January 2008 - January 2010
Fidelity Investments August 2006 - January 2008
Accenture January 2002 - June 2004
Accenture June 2000 - January 2002
MPS Advertising 1999 - 2000
Skills
Management Consulting, Strategy, Business Strategy, Business Transformation, Business Planning, Program Management, Project Management, Process Improvement, Manage Client..., Human Capital, Change Management, Performance Management, Implementation Planning, Team Leadership, Workshop Facilitation, Practice Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA
Cornell University 1995 — 1999
BS, Business Management
Fidelity Investments May 2012 - Present
Wellington Management May 1999 - October 2011
RogersCasey 1991 - 1999
Skills
Strategy, Asset Allocation, Asset Management, Equities, Business Strategy, Equity Research, Hedge Funds
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA
Queen's University 2010 — 2012
Master of Business Administration (M.B.A.)
Harvard Business School 2006 — 2006
Executive Education
Northeastern University 1985 — 1990
BS
Fidelity Investments December 2010 - Present
Microsoft July 2004 - October 2010
CGI/AMS Consulting September 1998 - June 2004
PeopleSoft, Inc. June 1997 - February 1998
UAM Retirement Plan Services, Inc. (subsidiary of UAM Corporation) September 1993 - July 1996
Skills
Product Management, Analytics, Product Marketing, SaaS, Business Analysis, Strategic Partnerships, Strategy, Competitive Analysis, Cross-functional Team..., User Experience, Program Management, Business Strategy, Cloud Computing, Strategic Planning, Go-to-market Strategy, Executive Management, New Business Development, Financial Analysis, Business Process, Team Building, Mobile Devices, Budgets, Leadership, Start-ups, Management, Contract Negotiation, Project Planning, Negotiation, Marketing, E-commerce, Vendor Management, CRM, Business Development, Business Intelligence, Enterprise Software, Marketing Strategy, Project Management, Entrepreneurship
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA
Trinity College-Hartford 1986 — 1991
B.S., Economics
Noble and Greenough School 1983 — 1987
Moelis & Company July 2013 - Present
Cornell University (Johnson) August 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Fidelity Investments August 2004 - November 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Investment Banking, Series 7, Equities, Investments, Fixed Income, Business Strategy, Capital Markets, Strategy, Due Diligence, Private Equity, Portfolio Management, Mergers, Equity Research, Emerging Markets, Competitive Analysis, Venture Capital, Economics, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Investment Banking Immersion
Ohio University 1999 — 2003
Bachelor in Business Administration, Management and Strategic Leadership
Summit Country Day School 1993 — 1999
Fidelity Investments August 2011 - Present
TIAA-CREF November 2010 - June 2011
BNY Mellon August 2010 - November 2010
Citizens Bank May 2010 - August 2010
United States Department of the Census March 2010 - August 2010
Catholic University of Portugal January 2005 - December 2009
US Navy January 1997 - December 1998
Education
Catholic University of Portugal, Macau, China 2006 — 2008
MBA, Finance
Cornell University 1990 — 1994
BA, Asian Studies
Commonwealth of Massachusetts Department of Workforce Development October 2010 - Present
Fidelity Investments October 2006 - December 2009
IntelliReach 2004 - 2006
NEC Computers August 1995 - August 2001
BBN 1986 - 1995
Skills
Enterprise Software, Agile Methodologies, Visio, RoboHelp, FrameMaker, Data Warehousing, Software Documentation, Online Help, HTML, Technical Documentation
Education
Cornell University
Fidelity Investments September 2015 - Present
Fidelity Investments September 2013 - August 2015
Santa Rita Elementary School August 2012 - June 2013
Merrill Lynch October 2011 - July 2012
Cornell Club of Central New Jersey January 2011 - July 2012
Cornell Club of Central New Jersey July 2009 - December 2010
Drexel Women in Business June 2009 - June 2010
Career Intercom May 2009 - August 2009
Concord Advisory Group June 2002 - September 2007
Thomson Financial/Venture Economics September 2000 - May 2002
Skills
Investments, Leadership, Project Management, Project Planning, Research, Networking, Data Analysis, Teamwork, Event Planning and..., Financial Reporting, Investment Portfolio..., Investment Manager Due..., Training, Analysis
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, LEAD MBA: General Management
Cornell University 1994 — 1998
BA, Economics
The Ayco Company, L.P. June 2015 - Present
Fidelity Investments January 2012 - June 2015
The Ayco Company, L.P. March 2006 - January 2012
Education
University at Albany
MBA
Cornell University
BS, Applied Economics and management
The Parthenon Group April 2015 - Present
Accenture September 2012 - April 2015
Target June 2011 - August 2011
Accenture March 2006 - July 2010
Fidelity Investments 2005 - 2006
Skills
Financial Modeling, Valuation, Process Improvement, Management Consulting, Financial Analysis, Business Strategy, Project Management, Market Research, Business Unit Start-up, Channel Strategy, Innovation, Market Entry, Due Diligence, Venture Capital, Mergers & Acquisitions, Strategic Planning, Data Analysis, Strategy, Competitive Analysis
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Finance
Middlebury College 2005 — 2005
Chinese, Sunderland Language Schools
Loyola College in Maryland 2001 — 2005
BA, Political Science, Chinese
Peking University 2003 — 2003
Boston College High School 1997 — 2001
Fidelity Investments June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Worcester County Sheriff Legal Department June 2013 - August 2013
Camp Micah June 2012 - August 2012
Barbieri Elementary School September 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Public Speaking, English, Social Networking, Teamwork, Data Analysis, Organizational..., Volunteer Management, Program Evaluation, Spanish, Teaching, Nonprofits, Curriculum Design, Marketing, Higher Education, Curriculum Development, Customer Service, Training, Staff Development, Creative Writing, Project Management, Outlook, Editing, Community Outreach, Leadership, Legal Research, Coaching, Leadership Development, Strategic Planning, Fundraising, Access, Business Strategy, Program Development, Tutoring, Sports Management, Time Management, Grant Writing, Statistics, Marketing Strategy, Event Planning, Management, Team Leadership
Education
Cornell University 2012 — 2016
Bachelor's degree, Industrial and Labor Relations
LSRHS
LSRHS
Fidelity Investments February 2004 - Present
Fleet Boston Financial 1998 - 2004
Bank of America 1998 - 2004
Fleet Financial Group 1998 - 2000
Skills
Quantitative Research, Quantitative Investing, Financial Risk, Portfolio Optimization, Portfolio Analytics, Fund Of Funds, Mutual Fund Alpha, Algorithmic Trading, Equity Trading, Trade Analytics, Futures Trading, Tactical Asset..., Options Strategies, Financial Engineering, Marketing Analytics, Custom Solution, ALM, Stochastic Control, Nonlinear Dynamics, Signal Processing, Neural Networks, Financial Modeling, Equities, Portfolio Management, Bloomberg, Risk Management, Derivatives, Asset Allocation, Capital Markets, Hedge Funds, Monte Carlo Simulation, Trading System, Asset Management, Fixed Income
Education
Cornell University 1989 — 1994
Ph.D., Electrical Engineering
University of Maryland College Park 1987 — 1989
Master’s Degree, Electrical Engineering
National Taiwan University 1981 — 1985
Bachelor’s Degree, Information Engineering
Liberty City, Inc July 2015 - Present
Seed Fund, Inc. July 2015 - Present
Liberty Church April 2014 - Present
My Own Portfolio May 2010 - Present
Idea One Media August 2008 - Present
Lakeshore to Ocean View August 2007 - April 2014
Atlas Securities July 2003 - July 2007
Quintara Capital Management August 2001 - June 2003
uMogul October 2000 - May 2001
Fidelity Investments September 1997 - October 2000
Skills
Investments, Mutual Funds, Negotiation, Brokerage, Stock Trading, Entrepreneurship, Leadership, Strategy, Trading, Series 7, Marketing, Options, Financial Services, Technical Analysis
Education
Saint Mary's College of California 1988 — 1990
MBA, Marketing concentration
Cornerstone University 1980 — 1983
BA, Business Administration
University of Michigan-Dearborn 1979 — 1980
Lincoln Investment Planning, Inc September 2011 - Present
Lincoln Investment Planning November 2010 - Present
VALIC Financial Advisors Inc January 2010 - January 2011
Hearing Center USA November 2009 - May 2010
Hearing Center USA January 2008 - January 2010
Fidelity Investments March 2002 - December 2008
Fidelity Investments January 2002 - January 2008
Fidelity Investments 2002 - 2008
Fidelity Investments January 2002 - January 2006
Citigroup/Citistreet March 1993 - December 2002
Skills
Strategic Financial..., Retirement Planning, Sales Management, Business Planning, Portfolio Management, Product Development, Team Leadership, Retirement, Fixed Annuities, Series 7, Life Insurance, Investments, Insurance, 401k, Mutual Funds, Banking, Estate Planning, Employee Benefits, Wealth Management, Finance, Asset Management, Risk Management
Education
Elmira College 1973 — 1975
Business Administration
Corning Community College 1970 — 1972
Business Administration
Notre Dame High School 1966 — 1970
Elmira College
Natixis Global Asset Management June 2014 - Present
Fidelity Investments June 2013 - May 2014
The Innovation Group June 2012 - August 2012
Palmer Paving Corporation June 2011 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Spanish, Microsoft Word, Customer Service, Finance, Microsoft Excel, Economics, Investment Banking, Bloomberg
Education
Cornell University 2008 — 2013
Bachelor of Arts (B.A.), Economics, Philosophy
Saint John's High School 2004 — 2008
Morgan Stanley October 2009 - Present
Fidelity Investments April 2001 - March 2009
Corporate Value Associates July 1999 - March 2001
Skills
Equity Research, Equities, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Investments, Hedge Funds, Portfolio Management, Emerging Markets, Asset Managment, Value Investing, Capital Markets, Investor Relations, Private Equity, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
Master of Business Administration (MBA) with Distinction
Tufts University 1998 — 1999
Master of Arts (M.A.), Economics
University of Oregon 1994 — 1997
Bachelor of Arts (B.A.), Economics
Fidelity Investments January 2015 - Present
Fidelity Investments January 2011 - January 2015
Fidelity Investments August 2008 - December 2010
Wachovia 2003 - 2008
The Boston Consulting Group 2001 - 2003
Skills
Business Strategy, Product Development, Efficiency Improvement, Product Management, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Marketing, Management and Strategy
Cornell University 1989 — 1994
BS/M.Eng, Electrical Engineering
PAREXEL 2014 - Present
Guy Carpenter 2012 - 2014
Fidelity Investments 2006 - 2011
The Hackett Group 2003 - 2006
Nauticus Networks 2000 - 2003
Answerthink 1998 - 2000
Legacy Technology 1992 - 1998
Digital Equipment Corporation 1986 - 1990
Skills
Start-ups, Venture Capital, Mergers, Asset Management, Management Consulting
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Cornell University 1982 — 1986
BS Electrical Engineering
Gallagher Global LLC February 2011 - Present
SunGard March 2013 - December 2013
TIAA-CREF April 2007 - September 2011
WellPoint January 2006 - January 2007
AXA Financial April 2003 - May 2004
Fidelity Investments January 2001 - December 2002
Fidelity Investments April 1998 - December 2002
Skills
Asset Management, Investments, Mutual Funds, Securities, Business Strategy, New Business Development, BPO, IT Management, IT Strategy, Product Development, Process Improvement, Financial Services, Relationship Management, Wealth Management, Asset Managment, Business Analysis, Equities, Strategy, Pensions, Fixed Income, Management Consulting, Series 63, Mergers & Acquisitions, Leadership, Strategic Financial..., Retirement, Investment Banking, Executive Management, Vendor Management, Management, Competitive Analysis, Portfolio Management, Business Process, Series 7, 401k, Risk Management, Fixed Annuities, Business Planning, Alternative Investments, Retirement Planning, Hedge Funds, Asset Allocation, Investment Advisory, Investment Strategies, Business Transformation, Investment Management, Banking
Education
Cornell University - Johnson Graduate School of Management 1975 — 1977
MBA, Finance
Franklin & Marshall
B.A., History
Fidelity Investments April 2012 - Present
Cornell University June 2009 - May 2011
Steelhead Partners June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers November 2006 - September 2008
Lehman Brothers June 1997 - November 2006
Skills
Fixed Income, Leadership, Team Building, Equities, Financial Modeling, Strategic Planning, Capital Markets, New Business Development, Equity Research, Valuation, Recruiting, Investment Advisory, Bloomberg, Portfolio Management, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Investments and Securities
Wharton / SIFMA Securities Industry Institute
Hartwick College 1992 — 1997
Bachelor of Arts, Political Science
Shell June 2015 - Present
Cornell University September 2012 - May 2015
Travelers June 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Fidelity Investments June 2012 - August 2012
United States Senate September 2009 - January 2010
Skills
Human Resources, PowerPoint, Personnel Management, Employee Benefits, Labor Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Research, Teamwork
Education
Cornell University 2012 — 2015
Industrial and Labor Relations, Industrial and Labor Relations
Transamerica Life Insurance Company 2007 - Present
BayCare Health System 2006 - 2013
Fidelity Investments 2002 - 2006
InCharge Institute of America 1999 - 2002
Orlando Science Center 1999 - 2000
Skills
Onboarding, Employee Relations, Applicant Tracking..., Recruiting, Talent Acquisition, Human Resources, Performance Management, Talent Management, HR Policies, Benefits Administration, New Hire Orientations, Process Improvement, Coaching, Compensation & Benefit, Training, FMLA, Leadership, Employment Law, Personnel Management, Job Descriptions, Outlook, Labor Relations, Deferred Compensation, Employee Training, Hiring, Technical Recruiting, Background Checks, Employee Benefits, Temporary Placement, Job Fairs, Executive Search, Organizational..., Employee Handbooks, Team Building, College Recruiting, Taleo, Change Management, Payroll, Leadership Development, Internet Recruiting, Workforce Planning, Call Centers, Interviews, Career Development, Management, 401k, Employee Engagement, Conflict Resolution, Career Counseling, Recruitment Advertising
Education
Cornell University ILR School
Human Resources Certificate Program
Warner University
Bachelor of Arts (B.A.), Organizational Management
Ralph Lauren March 2015 - Present
OpenText December 2006 - March 2015
Ralph Lauren November 2013 - January 2015
Factiva, a Dow Jones & Reuters Company August 2004 - December 2006
Fidelity Investments February 2004 - July 2004
InfoPro Corporation 2001 - 2004
Skills
Program Management, Quality Assurance, Stakeholder Management, Resource Management, Team Management, Integrated Product..., Project Management, Requirements Analysis, Crisis Management, Product Launch, Solution Architecture, Scalable Web..., Managing Offshore Teams, Cost Control, Increase Productivity, New Business Development, Technical Project..., Content Management, Business Intelligence, Customer Satisfaction, IT Project Lifecycle, Workflow Management, Social Media, Communication Skills, Portal Technologies, Content Migration, Open Text Media..., Strengthening Client..., Open Text Social..., Employee Training, Streamlining Work..., Vignette Portal
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
MET Institute of Information Technology 2000 — 2000
Post Graduate Diploma in Advanced Computing, Computer Science
University of Rajasthan 1995 — 1999
Bachelor of Engineering/Bachelor of Science, Mechanical Engineering
Google June 2015 - August 2015
Cornell University August 2013 - May 2015
Fidelity Investments June 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Skills
Teamwork, Community Outreach, Team Leadership, Public Speaking, Project Management, Microsoft Office, Spanish, Event Planning, Leadership, Critical Thinking, Time Management, Data Entry
Education
Cornell University 2012 — 2016
Bachelor’s Degree, Labor and Industrial Relations
Valley Stream South High School 2008 — 2012
High School
ARK ETF Trust March 2015 - Present
ARK Investment Management, LLC June 2014 - Present
WILX 2010 - 2012
Notre Dame Club of Lansing 2010 - 2012
Notre Dame Sports Information Office 2006 - 2010
Notre Dame Sports Properties 2006 - 2010
Fidelity Investments 2008 - 2008
Skills
Television, Broadcast, Advertising, Online Advertising, Social Media Marketing, New Media, Digital Media, Sports, Content Strategy, Strategy, ETFs, Finance, Media Relations, Sales, Social Networking, Broadcast Journalism, Media Planning, Broadcast Television, Radian6, Nielsen Data, AdConnections, Landmark OSI Sales, Research Management
Education
Cornell University - Johnson Graduate School of Management 2013 — 2014
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2006 — 2010
Business Administration (BBA), Finance and Economics, Magna cum Laude
S.I. Newhouse School of Public Communications at Syracuse University 2012 — 2013
Master of Science (M.S.), New Media Managment
Michigan State University 2010 — 2012
Master of Arts (M.A.), Telecommunications, Information Studies, and Media (TISM) Management
University of Notre Dame Australia 2009 — 2009
Certificate of International Business, Certificate of International Studies
Fidelity Investments July 2012 - Present
Fidelity Investments February 2009 - July 2012
Fidelity Investments May 2005 - January 2009
Fidelity Investments March 2004 - April 2005
Monitor Group 1997 - 2004
Skills
Financial Services, Analytics, Segmentation, Strategy, Valuation, Capital Markets, Management Consulting, Competitive Analysis, Business Process..., Asset Managment, Asset Management, Program Management, P&L Management, Marketing Strategy, Strategic Planning, Leadership, Executive Management
Education
Johnson Graduate School of Management, Cornell University 1992 — 1995
Doctoral Studies, Management
University of Massachusetts, Amherst 1989 — 1992
M. S., Manufacturing Systems Engineering
College of Engineering, Univ. of Poona, Pune, India 1985 — 1989
B. E., Mechanical Engineering
Fidelity Investments July 2015 - Present
Fidelity Investments February 2011 - June 2015
Fidelity Investments October 2009 - January 2011
Fidelity Investments July 2008 - September 2009
Fidelity Investments October 1999 - June 2008
Skills
Strategic Financial..., Series 7, Investments, Securities, Series 63, Wealth Management, Asset Management, Equities, Financial Analysis, Mutual Funds, Branch Banking, Financial Modeling, Hedge Funds, Strategic Planning, Portfolio Management
Education
Cornell University 1992 — 1996
B.S., Policy Analysis & Management
Citi August 2014 - Present
Goldman Sachs November 2011 - July 2014
Goldman Sachs April 2009 - October 2011
Goldman Sachs May 2003 - March 2009
Standard & Poor's June 2002 - September 2002
Goldman Sachs January 1998 - December 1999
Fidelity Investments June 1993 - September 1993
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Credit Derivatives, Middle Office, Prime Brokerage, Series 7, Options, Securities Lending, Back Office, ETFs, Equity Derivatives, FX Options, Series 24, Series 63, Electronic Trading, Trading
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Saint John's University 1990 — 1994
Bachelor's degree, Finance
Fidelity Investments May 2015 - Present
Fidelity Investments (National Financial) May 2014 - August 2014
Hostelling International Chicago June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Office, Research, Data Analysis, Microsoft Word, Statistics
Education
Cornell University 2011 — 2015
Bachelor’s Degree, Environmental & Resource Economics
Barrington High School 2006 — 2010
High School
Dolphin Lane January 2009 - Present
Morgan Stanley November 1996 - January 2009
Fidelity Investments 1992 - 1996
Andersen Consulting 1988 - 1992
Skills
Microsoft Office, Hedge Funds, Asset Managment, Sales, Business Strategy, Alternative Investments, Strategic Planning, Due Diligence, Investment Management, Management Consulting, Mutual Funds, Program Management, Financial Services, Business Development, Consulting, Strategy, Investor Relations, Project Management, Change Management, Business Analysis, Outsourcing, Portfolio Management, Bloomberg, Leadership, Financial Analysis, Equities, Asset Management, Prime Brokerage, Institutional..., Private Equity, Fixed Income, Derivatives, Investment Banking, Capital Markets, Emerging Markets, Equity Derivatives, Fund Of Funds, Securities
Education
Cornell University 1984 — 1988
Operations Research & Industrial Engineering, Engineering
Northport High School 1980 — 1984
Procter & Gamble February 2013 - Present
Procter & Gamble October 2011 - February 2013
Fidelity Investments September 2008 - October 2010
Fidelity Investments September 2007 - September 2008
Ryder System, Inc. August 2006 - August 2007
Ryder System, Inc. October 2005 - August 2006
Skills
E-commerce, Supply Chain, Leadership, Supply Chain Management, Continuous Improvement, Project Management, Lean Management, Management, Strategy, Cross-functional Team..., Vendor Flex, Sales, Operations Management, Marketing, Process Improvement, Order Management, Six Sigma, Microsoft Office, Real Estate, Strategic Planning, Forecasting, Team Building, Inventory Management, New Business Development, Corporate Governance, Statistical Data..., Data Mining, Relationship Management, SAP, Microsoft Excel, Negotiation, Stakeholder Management, Procurement, Collaborative Problem..., BPO, Offshoring, Customer Service, Compliance Management, Risk Management, Value Stream Mapping, Applied Mathematics, Chargebacks, Critical Thinking
Education
Xavier University - Williams College of Business 2014 — 2016
Master of Business Administration (M.B.A.), General Managment
Cornell University 2013 — 2014
College of Engineering, Master Certificate in System Design and Project Leadership
University of Kentucky 2001 — 2005
BA, BA
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Trunk Club 2015 - Present
Interior Define July 2013 - December 2014
Sears Holdings Corporation April 2013 - July 2013
Sears Holdings Corporation June 2012 - July 2013
Sears July 2011 - May 2012
Sears Holdings Corporation July 2010 - July 2011
Sears Holdings August 2008 - July 2010
Sears Holdings July 2007 - August 2008
Dan Beaver Media July 2007 - July 2008
Fidelity Investments 2002 - 2005
Skills
Online Marketing, Pricing, Online Sales, Team Building, Profit, Operations Management, Cross-functional Team..., Sales, Team Leadership, Strategic Planning, Leadership, Income Statement, E-commerce, Management, Strategy, Marketing, Retail, P&L, Process Improvement, Change Management, B2B
Education
Harvard Business School 2005 — 2007
Masters in Business Administration
Cornell University 1998 — 2002
BS Industrial Labor Relations, Labor Relations, Economics
Fidelity Investments July 2013 - Present
Fidelity Investments June 2011 - June 2012
Fidelity Investments September 2008 - May 2011
Fidelity Investments October 2006 - August 2008
Fidelity Investments October 2003 - September 2006
UBS September 2002 - September 2003
The Boston Consulting Group 1999 - 2002
Accenture 1994 - 1997
Skills
Investments, Financial Modeling, Portfolio Management, Mutual Funds, Equities, Equity Research, Derivatives, Asset Allocation, Analysis, Options, Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
1999, MBA
Cornell University 1990 — 1994
BS, Engineering
Fidelity Investments September 2014 - Present
The Brattle Film Foundation/ Brattle Theater May 2014 - Present
Happen NA March 2014 - August 2014
Affinnova January 2013 - February 2014
Affinnova January 2012 - January 2013
Affinnova 2010 - January 2012
Affinnova 2008 - December 2010
SC Johnson 2007 - 2008
SC Johnson 2005 - 2007
Opera America 2001 - 2003
Skills
Strategy, Customer Insight, Analytics, CRM, Brand Management, Strategic Planning, Marketing Strategy, Management, Marketing Research, Leadership, Cross-functional Team..., Marketing, Business Development, Market Research, Product Management, Product Launch, Innovation, Project Management, Product Marketing, International Sales, Strategic Partnerships, Sales Management, Consumer Insights, Product Design, Launch Of New Products, Strategic Brand Building, Team Development &..., Market-Entry Strategy, Channel Strategy, Client Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Harvard University
BA
Liberty Mutual Insurance March 2009 - Present
Royal Bank of Scotland October 2008 - March 2009
Wellington Management March 2007 - July 2008
Investors Bank & Trust 2004 - 2007
State Street Bank June 1997 - January 2003
Fidelity Investments January 1995 - May 1997
M&T Bank June 1991 - January 1995
Price Waterhouse May 1989 - June 1990
Citicorp - North America Investment Bank June 1986 - May 1989
Skills
Vendor Management, PMO, SDLC, Business Analysis, Process Improvement, Risk Management, PMP, Program Management, Project Management, Business Process..., Visio, Management, Project Portfolio..., Insurance, Portfolio Management, Mergers & Acquisitions, Acquisition Integration, Contract Negotiation, Planning Budgeting &..., Cross-functional Team..., Financial Services, Quality Assurance, Software Project..., Agile Methodologies, Business Process
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
Cornell University 1983 — 1986
BS
Microsoft March 2015 - Present
Fidelity Investments September 2012 - April 2014
Fidelity Investments October 2009 - September 2012
Fidelity Investments September 2007 - October 2009
Digitas April 2007 - September 2007
Digitas October 2004 - April 2007
Digitas September 2002 - October 2004
Skills
Analytics, Segmentation, Customer Insight, Web Analytics, Direct Marketing, Marketing Strategy, Business Analysis, Digital Marketing, Customer Analysis, Strategy, Testing, Omniture, Interactive Marketing, Integrated Marketing, Measurement Tools, SiteCatalyst, Marketing Effectiveness, Measurement, Digital Strategy, Analysis, Online Advertising, Management
Education
Cornell University 1998 — 2002
BA, Economics
JPMorgan Chase & Co. November 2014 - Present
M&T Bank September 2011 - October 2014
Citigroup June 2009 - May 2011
Franklin Templeton Investments July 2008 - January 2009
Next Generation Equity Research, LLC June 2007 - August 2007
Cavell November 2004 - July 2006
Harvard Pilgrim November 2003 - October 2004
Fidelity Investments February 2001 - November 2002
Skills
Equity Research, Value Investing, Firm Valuation, Decision Modeling, Profit Analysis, Writing For Publication, Valuation, Finance, Competitive Analysis, Investments, Analysis, Analytics, Credit Risk, Portfolio Management, Financial Analysis, Bloomberg, Capital Markets, Equities, Corporate Finance, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance
Syracuse University 1995 — 2000
BA, Mathematics
Kimco Realty Corporation October 2007 - Present
Kimco Development, Inc. February 2007 - October 2007
SR Commercial January 2005 - February 2007
Bristol-Myers Squibb August 2000 - January 2005
Jones Lang LaSalle May 1997 - July 1998
Trammell Crow Company November 1995 - April 1997
Software Spectrum June 1994 - August 1995
Fidelity Investments July 1993 - June 1994
Skills
Valuation, Investments, Due Diligence, Financial Modeling, Asset Managment, Financial Analysis, Acquisitions, Real Estate Development, Real Estate, Market Analysis, Commercial Real Estate, Portfolio Management, Strategic Planning, Asset Management, Shopping Centers, Property Management, Budgets, Real Estate Economics, Location Intelligence, Leases, Real Estate Transactions, Corporate Real Estate, Disposition, Tenant, Real Estate Financing, Lease Administration, Lease Negotiations, Investment Properties
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1990 — 1993
Bachelor of Arts (BA), Political Science
CSC March 2014 - Present
CSC February 2013 - March 2014
Rovi December 2011 - January 2013
Kaiser Permanente IT May 2008 - January 2012
Symantec October 2001 - May 2008
Fidelity Investments May 2000 - December 2001
Master Informatix, Inc October 1998 - May 2000
Skills
Data Warehousing, Business Intelligence, Identity Management, Database Management, Syslog, Database Admin, DataPower, Master Data Management, Big Data, Oracle E-Business Suite, Oracle RAC, SDLC, ETL, Cloud Computing, Agile Methodologies, Integration, Program Management, Cross-functional Team..., PMO, Software Project..., IT Strategy, Enterprise Software, SOA, Business Process..., Product Management, Process Improvement, Solution Architecture, Enterprise Architecture, Databases, Testing, PMP, Outsourcing, Oracle, Analytics, Informatica, Data Integration, Database Design, SQL, Architecture, Performance Tuning, Strategy, Business Objects, IT Service Management, Web Services, Data Migration, OBIEE, Data Modeling, Cognos, Software Documentation, E-commerce
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Mumbai 1991 — 1995
Bachelor of Engineering (B.E.), Electronics
National Grand Bank September 2008 - Present
Center for Internet Security 2000 - 2009
Proofspace 2007 - 2008
Symantec Corporation 2003 - 2007
ISF 2003 - 2007
FS/ISAC 1999 - 2001
Fidelity Investments 1992 - 2001
DMR Group 1989 - 1992
PRTM 1980 - 1983
Education
Cornell University - Johnson Graduate School of Management 1973 — 1975
Cornell University 1964 — 1968
AB, Chemistry, Pre-Med
XL Catlin January 2015 - Present
XL Group February 2013 - January 2015
XL Group February 2012 - February 2013
Fidelity Investments December 1999 - August 2009
Fidelity Investments December 1999 - August 2009
Fidelity Investments November 1996 - December 1999
BNY Mellon Company (Dreyfus Corporation) August 1994 - November 1996
EY September 1990 - August 1992
KPMG September 1987 - August 1990
Skills
Change Management, Program Management, Account Management, Enterprise Software, Six Sigma, Budgets, Leadership, CRM, Training, Human Resources, Management, PMP, Sales, Business Development, Strategy, Financial Analysis, Financial Services, Analysis, Project Planning
Education
Cornell University 2013 — 2013
Change Leadership - Certificate program, Change Leadership and Strategic Management
The University of Connecticut School of Business 1992 — 1994
MBA, International Business and Finance
Manhattan College 1983 — 1987
B.S., Accounting
Signature Estates LLC 2002 - Present
Fidelity Investments 1996 - 2002
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
The Johns Hopkins University 1991 — 1993
BA, Economics
BridgePoint Group, LLC February 2013 - Present
Avid Technology June 2011 - December 2012
TIAA-CREF July 2008 - May 2011
TIAA-CREF July 2008 - April 2011
Fidelity Investments 1989 - 2007
Skills
Multi-channel Marketing, Marketing Communications, Digital Marketing, Segmentation, Market Analysis, Marketing Management, Email Marketing, Marketing Strategy, Integrated Marketing, Business Strategy, Product Marketing, Analytics, Competitive Analysis, Product Management, Strategic Partnerships, Strategy, CRM, Marketing, Leadership
Education
Cornell University 1984 — 1988
Bachelor of Science
Bank of America April 2004 - Present
FleetBoston Financial (now BAC) September 2000 - April 2004
Fidelity Investments August 1998 - September 2000
First Card, First Chicago NBD 1996 - 1998
American Demographics, Inc. (Former Dow Jones company) January 1995 - August 1996
Skills
Banking, Risk Management, Financial Services, Portfolio Management, Credit Risk, Loans, Credit Cards, Relationship Management, Credit, Analytics, Financial Modeling, Financial Risk, Retail Banking, Mortgage Lending, Strategy, Process Improvement, Financial Analysis, Analysis, Business Analysis, Vendor Management, Strategic Planning, Leadership, Business Process..., Finance, CRM
Education
Cornell University 1991 — 1995
Ph.D., Demography/Economics/Statistics
Cornell University 1988 — 1991
MS, Demography/Statistics
Fidelity Investments March 2015 - Present
Fidelity Investments March 2009 - Present
Fidelity Investments September 2007 - March 2009
Fidelity Investments April 2007 - August 2007
Fidelity Investments 1999 - 2007
Fidelity Investments 1996 - 1999
Fidelity Investments 1994 - 1996
American Express 1988 - 1994
Citi September 1984 - June 1988
Skills
Wealth Management, Hedge Funds, Mutual Funds, Series 63, Financial Services, Investments, Asset Management, Alternative Investments, Series 7, Securities
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
Master of Business Administration (MBA)
Sydenham College of Economics
Bachelor of Commerce (BCom)
Springboard Education in America 2009 - 2014
Springboard Education in America 2005 - 2008
Fidelity Investments 1986 - 1991
Goldman Sachs 1984 - 1986
Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Business Strategy, Start-ups, Strategy, Strategic Planning, Leadership, Management
Education
Boston University 1987 — 1988
MBA, Finance
Cornell University 1980 — 1984
Bachelor's degree, Business Administration and Management, General
Hartford Steam Boiler February 2014 - Present
Northern Trust Corporation September 2013 - January 2014
1WorldSync June 2013 - August 2013
Sears Holdings Corporation October 2011 - April 2013
Farmers Insurance May 2009 - August 2011
BNY Mellon January 2008 - December 2008
Fidelity Investments June 2007 - December 2007
IBM January 2006 - June 2007
Capital One Auto Finance July 2005 - December 2005
Verizon Information Services May 2004 - July 2005
Skills
Project Management, Program Management, Gap Analysis, SDLC, Agile Project Management, C++, Java, XML, XSLT, Oracle 9i, Hadoop, Oracle Application..., MS Project, CMM, Scrum, HTML, Visio, Rational Software..., Mercury Tools, SWOT analysis, Cost Benefit, Mainframe, Microsoft Project, Business Analysis, Oracle, Project Portfolio...
Education
Cornell University 2014 — 2015
Certificate, Executive Leadership (ETC:03/15)
Michigan State University 2000 — 2002
Master's degree, Environmental Engineering Technology/Environmental Technology, 3.4
Maharshi Dayanand University 1995 — 1999
Bachelor's degree, Chemical Engineering, 3.6
Hotel Asset Value Enhancement (hotelAVE) December 2010 - Present
PRP LLC April 2008 - December 2010
Fidelity Investments November 1997 - March 2008
E & Y Kenneth Leventhal May 1993 - August 1997
Coopers & Lybrand September 1990 - March 1993
Skills
Due Diligence, Valuation, Investments, Real Estate Development, Asset Managment, Real Estate, Real Estate Economics, Acquisitions, Financial Modeling, Real Estate Financing, Disposition, Structured Finance, Equities, Real Estate Private..., Financial Analysis, Brokerage, Real Estate Transactions, Finance, Private Equity, Capital Markets, Underwriting, Hospitality, Resorts, Forecasting, Hospitality Management, Hospitality Industry
Education
Cornell University - Johnson Graduate School of Management 1989 — 1990
MBA, Accounting and Finance
Cornell University 1985 — 1989
BS, Hotel Administration
Pandion Venture Partners 2004 - Present
Scivantage 2010 - 2012
Hingham Wine Merchant January 2007 - July 2009
GainsKeeper 1999 - 2004
Fidelity Investments 1998 - 1999
Fidelity Investments 1990 - 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA
Hamilton College 1986 — 1990
Guilford High School
Eaton Vance October 2008 - Present
Bank of America October 2005 - September 2008
State Street Research 1997 - 2005
Fidelity Investments 1993 - 1997
Pioneer Investments 1988 - 1993
Skills
Media Relations, Marketing Communications, Investor Relations, Financial Services, Social Media, Corporate Communications, Internal Communications, Editing, Investments, Integrated Marketing, Asset Managment, Thought Leadership, Relationship Management, Public Relations, Advertising, Alternative Investments, Strategic Communications, Strategic Planning, Crisis Communications, Portfolio Management, Press Releases
Education
Cornell University 1984 — 1988
BS, Communications, Veterinary Medicine
Suffern High School
A+E Networks March 2011 - Present
Estee Lauder July 2007 - March 2011
Associated Press 2004 - 2007
Fidelity Investments 2004 - 2004
Sithe Energies 2001 - 2004
Skills
Cash Management, Financial Analysis, Capital Markets, Treasury Management, Financial Modeling, Cash Flow Forecasting, Corporate Finance, Treasury, Financial Reporting, Sarbanes-Oxley Act, Forecasting, Hedging, Strategy, FX Options, Accounting, Finance, Working Capital..., Mergers & Acquisitions, Trading, Strategic Financial..., Cash Flow
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
University of Rhode Island - College of Business Administration
BS x 2, Finance & Management, Graduation with Distinction
Fidelity Investments June 2004 - Present
Accenture July 1997 - June 2004
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA, General Management
Stanford University 1983 — 1987
B.S., Biological Sciences
Fidelity Investments July 2014 - Present
Fidelity Investments October 2010 - July 2014
The Bank of New York Mellon May 2009 - August 2009
Morgan Stanley February 2006 - May 2008
Capital One Bank August 2004 - November 2005
Skills
Financial Modeling, Process Improvement, Financial Analysis, Risk Management
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Finance
Cornell University 2000 — 2004
BA, Economics/Asian Studies
Skystone Capital Management PartnerBlum Capital Partners2001 - 2004
Fidelity Investments 1995 - 2001
Education
Cornell University
Federal Home Loan Bank of Boston 2012 - Present
Congress Asset Management 2008 - 2012
Fidelity Investments 2006 - 2008
State Street 2003 - 2005
Skills
Portfolio Management, Investment Strategies, Investment Management, Interest Rate..., Structured Products, Corporate Bonds, Municipal Bonds, Securitized Products, Interest Rate Products, Credit Research, Trading
Education
Samuel Curtis Johnson Graduate School of Management
Master of Business Administration (MBA)
University of Massachusetts Boston 2000 — 2003
B.A., Economics
Mutual of America August 2014 - Present
Northern Trust November 2011 - July 2014
K&L Ventures Ltd. April 2009 - March 2011
State Street Global Advisors June 2006 - December 2008
Bear Stearns September 2001 - June 2006
Fidelity Investments June 1994 - August 2000
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Fidelity Investments Institutional Services, Co, Inc. 1994 - 1999
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
Skidmore College 1987 — 1991
BA, Physics and Math
St. Mark's School
Tapad August 2014 - Present
Turn January 2014 - July 2014
Turn April 2012 - December 2013
Turn September 2009 - March 2012
Razorfish January 2007 - June 2009
Fidelity Investments July 2005 - January 2007
Education
Cornell University 2001 — 2005
B.S., Applied Economics and Business Management
MC Asset Management Holdings, LLC September 2013 - Present
JAE Credit Management January 2012 - September 2013
James Caird Asset Managment (Formerly Moore Credit Fund) April 2009 - January 2012
Barclays Capital September 2007 - October 2008
Miller Tabak June 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
Hedge Funds, Fixed Income, Credit Derivatives
Education
Cornell University 2003 — 2007
B.S., Applied Economics and Management
Blu Homes May 2010 - Present
Phone Labs Technology Company July 2004 - May 2010
Goldman Sachs June 2000 - June 2003
Fidelity Investments November 1997 - June 2000
American Express July 1992 - November 1997
Towers Perrin 1988 - 1990
Skills
Strategic Partnerships, Strategic Planning, Business Strategy, Mergers, Start-ups, Marketing Strategy, Project Management, Program Management, Contract Negotiation, Marketing, Strategy, Management, Sales, Team Building, Vendor Management, Mergers & Acquisitions, Leadership, Entrepreneurship, Operations Management, Business Development, Product Marketing, Product Management, Product Development, Cross-functional Team..., Competitive Analysis, Budgets, Project Planning, Business Planning, Management Consulting, New Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA, General Management
Cornell University
BS, Labor Law & Economics
Shenendehowa High
Shenendehowa Highschool
Shenendehowa Highschool
Fidelity Investments March 2014 - Present
TD Ameritrade March 2011 - February 2014
TD Ameritrade -Burlington May 2009 - February 2011
Ameriprise Financial Services, Inc. December 2007 - March 2009
Ameriprise Financial Services, Inc. February 2007 - December 2007
Ameriprise Financial Services, Inc. November 2001 - January 2007
Skills
Series 24, Series 7, Wealth Management...
Education
Cornell University
Starbucks September 2014 - Present
Fidelity Investments August 2010 - April 2014
Houghton Mifflin Harcourt May 2010 - August 2010
Houghton Mifflin Harcourt March 2005 - May 2010
Beacon Technology Partners 2003 - 2005
MaPS 2002 - 2003
SC Johnson 2001 - 2001
MarketVision Research 2000 - 2000
Skills
Market Research, Focus Groups, Qualitative Research, SPSS, Online Research, Project Management, Analysis, Strategic Planning, Research, Survey Design, Marketing Research
Education
Cornell University 1998 — 2002
B.A.
Chapman Financial Services Inc. 1984 - Present
Fidelity Investments 1990 - 1992
MetLife 1982 - 1984
US Navy 1972 - 1979
Skills
Retirement Planning, Insurance, Fixed Annuities, Health Insurance, Tax Preparation, Long-term Care, Accounting, Small Business, Investments, Medicare, Medicare Advantage, Medicare Supplements, Medicare Part D Plans, Medicare Advisor, Term Life Insurance, Disability Insurance, Brokers, Life Insurance, Financial Analysis, Investment Properties, Umbrella Insurance, Retirement, Mortgage Lending, Underwriting
Education
The Ohio State University 1982 — 1984
Engineering
Cornell University
Engineering
Fidelity Investments 2001 - 2009
Skills
ITIL, Vendor Management, Management, Integration, Process Improvement, Change Management, SDLC, Risk Management, Cross-functional Team..., Six Sigma, Business Analysis, Requirements Analysis
Education
Cornell University
BS, Industrial and Labor Relations
Nichols College
MBA
Jeffrey A. Kernis Real Estate Consulting Services 1995 - Present
KPMG Credit Risk Management 2008 - Present
Clayton Holdings 2009 - Present
Situs 2011 - 2013
FDIC RAC 2008 - 2009
Gelpro Real Estate Services 2006 - 2008
National Realty Funding (now Key Bank Real Estate) 1997 - 1999
RTC 1990 - 1995
fidelity Investments 1989 - 1989
Dean Witter 1980 - 1987
Skills
Credit Analysis, Loans, Due Diligence, Underwriting, Valuation, Real Estate, Portfolio Management, Mortgage Lending, Credit, Investment Properties, Disposition, Credit Risk, Financial Analysis, Commercial Real Estate, Banking, Commercial Lending, Commercial Mortgages, Financial Services, Commercial Banking, Real Estate Development, Investments, REO, Securitization, CMBS, Real Estate Economics, Asset Management, Loan Origination, Real Estate Financing, Funding, Financial Modeling, Finance, Capital Markets, Private Equity, Financial Structuring, Structured Finance, Mortgage Banking, Asset, Corporate Finance, Real Estate Transactions, Construction Loans, Financial Risk, Analysis, Mergers & Acquisitions, Investment Banking, Loan Servicing, Equities
Education
Cornell University 1957 — 1963
BEE, Electrical Engineering
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Englesby Elementary School January 2015 - June 2015
North Street Elementary September 2011 - January 2015
Tewksbury School District September 2008 - June 2011
Fidelity Investments 2000 - 2001
Skills
Literacy, Language Arts, Social Studies, IEP, Teaching Reading, K-12, Small Group Instruction, ESL, Mathematics Education, Differentiated..., RTi, Data Team
Education
Cornell University 1984 — 1986
B.S., Applied Economics and Business Management
Nassau Community College 1982 — 1984
A.S., Information Processing
Putnam Investments 2011 - Present
Fidelity Investments 2000 - 2011
Ceridian 1997 - 2000
Federal Deposit Insurance Corporation June 1990 - 1996
Skills
Defined Benefit, Offshoring, Pensions, Pension Administration, Vendor Management, Business Requirements, 401k, Requirements Gathering, Project Management, MS Project
Education
University of Massachusetts at Lowell 1996 — 1998
MBA, Business Management
Cornell University 1983 — 1987
MS, Applied Economics and Business Mgmt
Prudential Investments February 2012 - Present
New York City Housing Authority May 2010 - February 2012
Fidelity Investments July 2000 - July 2004
Cornell University September 1998 - March 1999
Fidelity Investments July 1995 - August 1998
Fidelity Investments July 1994 - July 1995
Fidelity Investments September 1992 - July 1994
Skills
Business Analysis, Requirements Analysis, SDLC, Testing, Software Documentation, Databases, Systems Analysis, Agile Methodologies, Software Project..., Program Management, Visio, SQL, Project Portfolio..., Process Improvement, Vendor Management, Management, Business Process, Listening to customers, Facilitators, Training, Business Requirements, Facilitation, PMP, Project Management
Education
Cornell University
Applied Economics and Business Management
DDJ Capital Management March 1996 - Present
Fidelity Investments October 1990 - February 1996
T. Rowe Price May 1985 - September 1990
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Bonds, Fixed Income, Equities, Asset Managment, Private Equity, Series 7, Securities, Bloomberg, Equity Research, Investments, Capital Markets, Investment Strategies, Union
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance & Accounting
Union College 1974 — 1978
BA, Political Science & Economics
Santander Bank, N.A. January 2014 - June 2014
Fidelity Investments 1997 - 2012
The Gillette Company 1993 - 1997
Harvard University 1985 - 1993
Skills
IT Operations Management, Software Quality..., Business Analysis, Project Management, IT Relationship..., Human Resources, Offshore Resource..., SDLC, Process Improvement, Strategic Planning, Change Management, Program Management, Requirements Analysis, Databases, Systems Analysis, Analysis, System Administration, CRM, Vendor Management, Enterprise Architecture, Management, Risk Management, Data Analysis, PMP, Software Project..., Leadership, SQL, User Acceptance Testing, Integration, Cross-functional Team..., Business Process..., Agile Methodologies, Software Documentation, Data Warehousing
Education
Cornell University
Bachelor of Science (BS), Industrial and Labor Relations
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - April 2015
Fidelity Investments February 2012 - June 2014
State Street October 2008 - September 2011
State Street January 2001 - September 2008
Merrill Lynch July 1999 - December 2000
Skills
Leadership, Financial Services, Mutual Funds, Finance, Accounting, Financial Accounting, Investments, Equities, Fixed Income, Fund Accounting, Securities, Management, Financial Analysis, Internal Audit, Bloomberg, Risk Management, Derivatives, Hedge Funds, Trading, Sarbanes-Oxley, Internal Controls, Business Strategy, US GAAP, Asset Management, Fund Administration
Education
The University of Dallas 2015 — 2018
Masters, Finance
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Villanova University
B.S., Accounting
Fidelity Investments Actuarial ConsultingWatson Wyatt1990 - 1996
Education
Cornell University 1985 — 1989
BS, Engineering
GE August 2014 - Present
GE January 2014 - August 2014
GE July 2013 - January 2014
GE January 2013 - July 2013
GE July 2012 - January 2013
GE June 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Keurig, Inc. May 2009 - August 2009
Skills
Financial Modeling, Microsoft Excel, Financial Risk, Analysis, Strategic Financial...
Education
Cornell University 2008 — 2012
Bachelor of Science, Applied Economics and Management
Cornell University March 2010 - Present
CORNELL UNIVERSITY Alumni Affairs & Development January 1990 - Present
Fidelity Investments January 1985 - January 1989
Skills
Data Analysis, Business Process Design, Brio Query, Tableau, Filemaker Pro, PeopleSoft, Data Modeling, Documentation, Training & Development
Education
Cornell University 1978 — 1984
AB, Government
US Bank January 2012 - Present
Amazon.com Warehouse October 2011 - December 2011
St. Elizabeth Healthcare 2011 - September 2011
Messina Management Systems December 2010 - April 2011
Brooksource June 2010 - December 2010
Fidelity Investments 2000 - 2010
Fidelity Investments October 1998 - October 2009
Skills
Healthcare Information..., EHR, Epic Systems, HIPAA, Networking, Accurate Data Entry, Employee Training, Delivering Technical..., Development & delivery..., Communication Skills, Customer Service, Human Resources, Software Documentation, Data Entry, Software Installation, Training, Visio, Business Analysis, Vendor Management, Call Centers, Active Directory, Access, Microsoft Office, Testing
Education
Corning Community College 1990 — 1993
A.A.S., Human Services
Southside High School 1989 — 1990
high school diploma
Fidelity Investments January 2007 - Present
Fidelity Investments January 2001 - December 2006
Dykema Gossett PLLC April 1997 - December 2000
Dickinson Wright PLLC 1995 - 1997
Skills
Mergers, Executive Pay, Due Diligence, Financial Services, Corporate Governance, Employee Benefits, Equities, Retirement Benefits, 401k, Health and Welfare..., 409A, Health Savings Accounts, Vendor Management, Website Development
Education
University of Pittsburgh School of Law 1993 — 1996
JD, Law
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Labor and Industrial Relations
Elyria Catholic 1985 — 1989
Cohen and Steers Capital Management July 2007 - Present
Franklin Templeton Investments August 2003 - July 2007
Fidelity Investments June 1993 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++
Education
Cornell University 2001 — 2003
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1988 — 1992
Bachelor of Business Administration (BBA), International Business
Self Employed 2005 - Present
Fidelity Investments 1989 - 2005
Eastman Kodak 1979 - 1987
Skills
Investments, Asset Managment, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Risk Management, Alternative Investments, Private Equity, Strategic Planning, Mutual Funds, Derivatives, Business Strategy
Education
Wharton School of Business 1987 — 1989
Master of Business Administration (MBA), Investment Management
Cornell University 1975 — 1979
Bachelor of Science (BS), Operations Research and Industrial Engineering
ELCA 2005 - Present
St. Paul's Evangelical Lutheran Church, Spencer, NY December 2005 - December 2010
Holy Trinity Lutheran Church, Skaneateles, NY September 2003 - September 2005
Lutheran Theological Seminary at Philadelphia 2001 - 2005
Fidelity Investments June 1999 - February 2001
Execusoft Consulting August 1996 - June 1999
Edgewater Technology October 1995 - July 1996
Coopers & Lybrand Consulting October 1994 - October 1995
TASC, Inc. May 1990 - October 1994
Skills
Preaching, Theology, Volunteer Management, Community Outreach, Religion, Missions, Pastoral Care, Liturgy, Biblical Studies, Youth Ministry, Spiritual Direction, Pastoral Counseling, Social Justice, Church Growth, Discipleship, Evangelism, Gospel, Stewardship, Church Events, Religious Studies, Community Organizing, Bible Study, Pastoring
Education
Lutheran Theological Seminary at PhiladelphiaMaster of Divinity 2002 — 2005
Master of Divinity (MDiv)
SUNY CESF 1989 — 1991
Master of Science, Geographic Information Systems
Cornell University 1985 — 1989
Bachelor of Science, Environmental Engineering
Epic September 2014 - Present
Cornell University August 2013 - May 2014
Fidelity Investments May 2013 - August 2013
Cornell Social Media Lab January 2013 - May 2013
WJLA-TV June 2012 - September 2012
Congressional Schools of Virginia June 2011 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Research, PowerPoint, Java, PHP, SQL, Qualtrics, HTML, CSS, Microsoft Word, InDesign, Illustrator, Photoshop, Press Releases, Internal Communications, Presentations, Media Relations, Public Relations
Education
Cornell University 2010 — 2014
Bachelor of Arts, A&S - Information Science
McLean High School 2006 — 2010
High School
Fidelity Investments Director Human ResourcesAllied Services1989 - 1994
Education
Cornell University
Bachelor's degree, Labor and Industrial Relations
Fidelity Investments 1985 - 1997
Skills
Financial Analysis
Education
Harvard Business School 1983 — 1985
MBA, Finance
Cornell University
Cornell University
Cornell University
Cornell University
Cornell University
L2 Asset Management, LLC January 2014 - Present
Baird Kailash Group December 2013 - Present
Kailash Capital July 2013 - Present
Knight Capital Group June 2010 - June 2013
Fidelity Investments August 1997 - May 2010
Skills
Equity Research, Investments, Portfolio Management, Quantitative Research, Equity Capital Markets, Equity Valuation, Series 7, Series 65, Series 86, Series 87, Alternative Investments, Investment Management, Hedge Funds, Mutual Funds, Investment Strategies, Asset Allocation, Series 63, Investment Advisory, Bloomberg, Securities, Equities, Institutional..., FINRA, Asset Management, Capital Markets
Education
Cornell University - Johnson Graduate School of Management 2004 — 2007
Master of Business Administration (MBA)
Middlebury College 1993 — 1997
Bachelor of Arts (BA), Economics
Fidelity Investments April 2015 - Present
Fidelity Investments May 2014 - March 2015
Fidelity Investments May 2010 - April 2014
Fidelity Investments September 2007 - May 2010
Fidelity Investments August 2006 - September 2007
Fidelity Investments October 2005 - August 2006
Skills
Management, Sales, Investments, Retirement, Series 9, Series 10, Series 7, Series 63, Series 66, Project Management, Coaching, Team Building, Team Leadership, Affinity Groups, Relationship Building, Microsoft Office
Education
Cornell University
Bachelor of Arts (B.A.), Political Science and Government
Xavier University
Master's Degree, Business Administration and Management, General