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
Ellen Brandt Ellen Brandt Greater Boston Area Details
Ellen Brandt's Fidelity Investments Experience July 2014 - January 2015
Job Fund Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
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

Michelle Bayait Michelle Bayait Raleigh-Durham, North Carolina Area Details
Michelle Bayait's Fidelity Investments Experience January 2015 - Present
Job Associate Software Engineer Developer at Fidelity Investments
Industry Computer Software
Experience
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

Scott Levine Scott Levine Greater Boston Area Details
Scott Levine's Fidelity Investments Experience September 2006 - February 2008
Job Principle UX Architect
Industry Online Media
Experience
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

Dionne Archambault Dionne Archambault Greater Boston Area Details
Dionne Archambault's Fidelity Investments Experience November 2013 - Present
Job Financial Associate II Tax Exempt Market at Fidelity Investments
Industry Financial Services
Experience
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

Saurya Das Saurya Das Greater Seattle Area Details
Saurya Das's Fidelity Investments Experience May 2008 - August 2008
Job PM @Microsoft | Cornell MBA
Industry Computer Software
Experience
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

John Stone, CFA John Stone, CFA Greater Boston Area Details
John Stone, CFA's Fidelity Investments Experience July 2008 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
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

Ann Connolly Nolan Ann Connolly Nolan Greater Boston Area Details
Ann Connolly Nolan's Fidelity Investments Experience 1991 - 1995
Job Operations Officer at IGATE
Industry Insurance
Experience
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

Jessica Robbins Jessica Robbins Greater Chicago Area Details
Jessica Robbins's Fidelity Investments Experience June 2010 - August 2010
Job Corporate Finance and Strategy
Industry Financial Services
Experience
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

Bryan Foltice Bryan Foltice Indianapolis, Indiana Area Details
Bryan Foltice's Fidelity Investments Experience October 2006 - February 2009
Job Assistant Professor of Finance at Butler University
Industry Higher Education
Experience
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

Irena Edwards Irena Edwards Greater Salt Lake City Area Details
Irena Edwards's Fidelity Investments Experience 1994 - 1999
Job Senior Banker/Vice President Affordable Housing Capital
Industry Real Estate
Experience
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

Grace Masters Grace Masters Greater Boston Area Details
Grace Masters's Fidelity Investments Experience May 2007 - August 2008
Job MD/PhD candidate at UMass Medical School
Industry Mental Health Care
Experience
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

Shane Lampert Shane Lampert Greater Boston Area Details
Shane Lampert's Fidelity Investments Experience June 2010 - August 2010
Job Manager of Analytics and Game Operations at DraftKings, Inc.
Industry Internet
Experience
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

Ankur Rakshit Ankur Rakshit New York, New York Details
Ankur Rakshit's Fidelity Investments Experience June 2006 - October 2008
Job Vice President at Citi
Industry Financial Services
Experience
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

Rahul Murty Rahul Murty Greater San Diego Area Details
Rahul Murty's Fidelity Investments Experience August 2009 - January 2010
Job Program Manager
Industry Telecommunications
Experience
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

Tom Huber Tom Huber Boston, Massachusetts Details
Tom Huber's Fidelity Investments Experience January 2010 - February 2014
Job Talent Strategist, Sr. Manager at Accenture
Industry Management Consulting
Experience
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

Mathew Jensen CFA Mathew Jensen CFA Greater Boston Area Details
Mathew Jensen CFA's Fidelity Investments Experience May 2012 - Present
Job
Industry Investment Management
Experience
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

Ren Whiting Ren Whiting Greater Boston Area Details
Ren Whiting's Fidelity Investments Experience December 2010 - Present
Job Internet and Marketing professional
Industry Internet
Experience
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

Andrew D. Sickinger Andrew D. Sickinger New York, New York Details
Andrew D. Sickinger's Fidelity Investments Experience August 2004 - November 2010
Job Associate at Moelis & Company
Industry Investment Banking
Experience
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

Ike Enahoro Ike Enahoro Dallas, Texas Details
Ike Enahoro's Fidelity Investments Experience August 2011 - Present
Job Service Associate at Fidelity Investments
Industry Financial Services
Experience
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

Pam Schmitt Pam Schmitt Greater Boston Area Details
Pam Schmitt's Fidelity Investments Experience October 2006 - December 2009
Job Technical Writer / Communications Specialist at Commonwealth of Massachusetts Department of Workforce Development
Industry Writing and Editing
Experience
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

Oksana Yuzefovich Oksana Yuzefovich San Francisco Bay Area Details
Oksana Yuzefovich's Fidelity Investments Experience September 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Investment Management
Experience
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

Ken Terpening Ken Terpening Albany, New York Area Details
Ken Terpening's Fidelity Investments Experience January 2012 - June 2015
Job Financial Planner at The Ayco Company, L.P.
Industry Financial Services
Experience
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

Brian Acampora Brian Acampora Greater Boston Area Details
Brian Acampora's Fidelity Investments Experience 2005 - 2006
Job Case Team Leader at The Parthenon Group
Industry Management Consulting
Experience
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

Michael Wolkon Michael Wolkon Sudbury, Massachusetts Details
Michael Wolkon's Fidelity Investments Experience June 2015 - August 2015
Job Advanced Electronic Market Solutions Intern at Fidelity Investments
Industry
Experience
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

Jen-Lun Yuan Jen-Lun Yuan Greater Boston Area Details
Jen-Lun Yuan's Fidelity Investments Experience February 2004 - Present
Job Senior Quantitative Analyst at Fidelity Investments
Industry Investment Management
Experience
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

Matt Sadler Matt Sadler New York, New York Details
Matt Sadler's Fidelity Investments Experience September 1997 - October 2000
Job Professional Securities Trader
Industry Financial Services
Experience
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

Vince Spallone Vince Spallone Tampa/St. Petersburg, Florida Area Details
Vince Spallone's Fidelity Investments Experience March 2002 - December 2008
Job Managing Partner / Investment Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
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

Peter Helali Peter Helali Greater Boston Area Details
Peter Helali's Fidelity Investments Experience June 2013 - May 2014
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
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

Smittipon Srethapramote Smittipon Srethapramote New York, New York Details
Smittipon Srethapramote's Fidelity Investments Experience April 2001 - March 2009
Job Research Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Keith Bernhardt Keith Bernhardt Greater Boston Area Details
Keith Bernhardt's Fidelity Investments Experience January 2015 - Present
Job VP, Retirement and College Products at Fidelity Investments
Industry Financial Services
Experience
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

Douglas Barta Douglas Barta Greater Boston Area Details
Douglas Barta's Fidelity Investments Experience 2006 - 2011
Job Chief Information Officer at PAREXEL
Industry Financial Services
Experience
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

Paul J. Gallagher Paul J. Gallagher Greater New York City Area Details
Paul J. Gallagher's Fidelity Investments Experience January 2001 - December 2002
Job Relationship Management Executive who uses IT and Operations expertise to drive changes that clients want
Industry Financial Services
Experience
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

Robert Hartshorn, CFA Robert Hartshorn, CFA Greater Boston Area Details
Robert Hartshorn, CFA's Fidelity Investments Experience April 2012 - Present
Job Director, Risk Management at Fidelity Investments
Industry Investment Management
Experience
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

Natalie McGarry Natalie McGarry Houston, Texas Details
Natalie McGarry's Fidelity Investments Experience May 2013 - August 2013
Job HR Account Manager
Industry Human Resources
Experience
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

Kara Volovski Avery Kara Volovski Avery Tampa/St. Petersburg, Florida Area Details
Kara Volovski Avery's Fidelity Investments Experience 2002 - 2006
Job HR Generalist at Transamerica Life Insurance Company
Industry Insurance
Experience
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

Mukul Bishnoi Mukul Bishnoi New York, New York Details
Mukul Bishnoi's Fidelity Investments Experience February 2004 - July 2004
Job Director IT, Interactive Development (CMS), Ralph Lauren Digital and Global ECommerce at Ralph Lauren
Industry Apparel & Fashion
Experience
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

Jakira Shaw Jakira Shaw Mountain View, California Details
Jakira Shaw's Fidelity Investments Experience June 2014 - August 2014
Job BOLD Intern at Google Inc.
Industry Human Resources
Experience
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

Tom Staudt Tom Staudt New York, New York Details
Tom Staudt's Fidelity Investments Experience 2008 - 2008
Job Associate Portfolio Manager at ARK Investment Management
Industry Financial Services
Experience
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

Harsh Soni Harsh Soni Greater Boston Area Details
Harsh Soni's Fidelity Investments Experience July 2012 - Present
Job SVP Fidelity Investments
Industry Financial Services
Experience
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

Dennis Marchalonis Dennis Marchalonis Smithfield, Rhode Island Details
Dennis Marchalonis's Fidelity Investments Experience July 2015 - Present
Job VP, Sales Effectiveness at Fidelity Investments
Industry Financial Services
Experience
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

stephen marx stephen marx Greater New York City Area Details
stephen marx's Fidelity Investments Experience June 1993 - September 1993
Job Director at Citi
Industry Investment Banking
Experience
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

Joe Judge Joe Judge Providence, Rhode Island Area Details
Joe Judge's Fidelity Investments Experience May 2015 - Present
Job Brokerage Operations Representative at Fidelity Investments
Industry Financial Services
Experience
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

Wendy Cambor Wendy Cambor Greater New York City Area Details
Wendy Cambor's Fidelity Investments Experience 1992 - 1996
Job at Dolphin Lane
Industry Financial Services
Experience
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

Brian Trenkamp Brian Trenkamp Cincinnati Area Details
Brian Trenkamp's Fidelity Investments Experience September 2008 - October 2010
Job Functional Team Leader US eCommerce at Procter & Gamble
Industry Consumer Goods
Experience
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

Christina MacDonald Christina MacDonald Greater Boston Area Details
Christina MacDonald's Fidelity Investments Experience August 1996 - April 2000
Job Applications Development Manager at Symetra
Industry Financial Services
Experience
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

Steve McClearn Steve McClearn Greater Chicago Area Details
Steve McClearn's Fidelity Investments Experience 2002 - 2005
Job COO Trunk Club Custom
Industry Retail
Experience
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

Chris Moeder, CFA Chris Moeder, CFA Greater Boston Area Details
Chris Moeder, CFA's Fidelity Investments Experience July 2013 - Present
Job Senior Analyst at Fidelity Investments
Industry Financial Services
Experience
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

B. Blake Howard B. Blake Howard Greater Boston Area Details
B. Blake Howard's Fidelity Investments Experience September 2014 - Present
Job
Industry Marketing and Advertising
Experience
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

Kin Lee Kin Lee Greater Boston Area Details
Kin Lee's Fidelity Investments Experience January 1995 - May 1997
Job Director of Transformation Liberty Mutual
Industry Financial Services
Experience
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

Dev Shukla Dev Shukla Greater Seattle Area Details
Dev Shukla's Fidelity Investments Experience September 2012 - April 2014
Job Global Marketing Analytics Manager at Microsoft
Industry Marketing and Advertising
Experience
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

Noah Candela Noah Candela United States Details
Noah Candela's Fidelity Investments Experience February 2001 - November 2002
Job JPMorgan Chase
Industry Banking
Experience
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

Philip Kelton Philip Kelton Dallas, Texas Details
Philip Kelton's Fidelity Investments Experience July 1993 - June 1994
Job Asset Manager Kimco Realty Corporation
Industry Commercial Real Estate
Experience
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

Manish Khurana Manish Khurana Santa Clara, California Details
Manish Khurana's Fidelity Investments Experience May 2000 - December 2001
Job Emerging Technologies Services, General Manager at CSC
Industry Information Technology and Services
Experience
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

Bruce Moulton Bruce Moulton Greater Boston Area Details
Bruce Moulton's Fidelity Investments Experience 1992 - 2001
Job VP IT and ISO at National Grand Bank
Industry Computer & Network Security
Experience
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

Joe Calo Joe Calo Greater New York City Area Details
Joe Calo's Fidelity Investments Experience December 1999 - August 2009
Job Assistant Vice PresidentChange Management and Communications at XL Group
Industry Insurance
Experience
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

Anand Chatterjee Anand Chatterjee Greater Boston Area Details
Anand Chatterjee's Fidelity Investments Experience 1996 - 2002
Job Owner, Signature Estates LLC
Industry Food & Beverages
Experience
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

Shelli VanDeMark Kendig Shelli VanDeMark Kendig Greater Boston Area Details
Shelli VanDeMark Kendig's Fidelity Investments Experience 1989 - 2007
Job Practice Director at BridgePoint Group, LLC
Industry Financial Services
Experience
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

Fanglan Du Fanglan Du Greater Boston Area Details
Fanglan Du's Fidelity Investments Experience August 1998 - September 2000
Job Senior Vice President at Bank of America
Industry Banking
Experience
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

Sanjiv Mirchandani Sanjiv Mirchandani Greater Boston Area Details
Sanjiv Mirchandani's Fidelity Investments Experience March 2015 - Present
Job President, Fidelity Clearing and Custody at Fidelity Investments
Industry Financial Services
Experience
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)

Sheryl Brown (Garyn),MBA Sheryl Brown (Garyn),MBA Greater Boston Area Details
Sheryl Brown (Garyn),MBA's Fidelity Investments Experience 1986 - 1991
Job Chief Financial Officer
Industry Education Management
Experience
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

Rajnish Sharma Rajnish Sharma Greater Chicago Area Details
Rajnish Sharma's Fidelity Investments Experience June 2007 - December 2007
Job Program Manager at Hartford Steam Boiler
Industry Information Technology and Services
Experience
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

Loren Balsam, CFA Loren Balsam, CFA Providence, Rhode Island Area Details
Loren Balsam, CFA's Fidelity Investments Experience November 1997 - March 2008
Job Executive Vice President at Hotel Asset Value Enhancement (hotelAVE)
Industry Hospitality
Experience
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

Duncan Routh Duncan Routh Greater Boston Area Details
Duncan Routh's Fidelity Investments Experience 1998 - 1999
Job Entrepreneur & Investor
Industry Investment Management
Experience
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

Robyn Tice Robyn Tice Greater Boston Area Details
Robyn Tice's Fidelity Investments Experience 1993 - 1997
Job Director, Media Relations
Industry Financial Services
Experience
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

James F. Chan James F. Chan Greater New York City Area Details
James F. Chan's Fidelity Investments Experience 2004 - 2004
Job CTP, MBA
Industry Media Production
Experience
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

Erik Eselius Erik Eselius Greater Boston Area Details
Erik Eselius's Fidelity Investments Experience June 2004 - Present
Job SVP, Fidelity Business Consulting
Industry Financial Services
Experience
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

D. Tony Nguyen D. Tony Nguyen Greater Boston Area Details
D. Tony Nguyen's Fidelity Investments Experience July 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
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

Kerry Nelson Kerry Nelson Greater Boston Area Details
Kerry Nelson's Fidelity Investments Experience 1995 - 2001
Job Managing Partner at Skystone Capital Management
Industry Investment Management
Experience
Skystone Capital Management   PartnerBlum Capital Partners2001 - 2004
Fidelity Investments   1995 - 2001

Education
Cornell University

John Bastoni, CFA John Bastoni, CFA Greater Boston Area Details
John Bastoni, CFA's Fidelity Investments Experience 2006 - 2008
Job Fixed Income Trader
Industry Investment Management
Experience
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

Kerstin Ramstrom Kerstin Ramstrom New York, New York Details
Kerstin Ramstrom's Fidelity Investments Experience June 1994 - August 2000
Job Senior Equity Research Analyst at Mutual of America
Industry Financial Services
Experience
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

Michelle (Quail) Michael Michelle (Quail) Michael Greater New York City Area Details
Michelle (Quail) Michael's Fidelity Investments Experience July 2005 - January 2007
Job Senior Director, Client Services at Tapad
Industry Marketing and Advertising
Experience
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

Dylan Minert Dylan Minert Stamford, Connecticut Details
Dylan Minert's Fidelity Investments Experience June 2004 - August 2004
Job Portfolio Manager at MC Asset Management Holdings LLC
Industry Investment Management
Experience
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

Christine O'Sullivan Christine O'Sullivan San Francisco Bay Area Details
Christine O'Sullivan's Fidelity Investments Experience November 1997 - June 2000
Job Operations Director at Blu Homes
Industry Renewables & Environment
Experience
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

Monica Dugan, CFP(R) Monica Dugan, CFP(R) Greater Boston Area Details
Monica Dugan, CFP(R)'s Fidelity Investments Experience March 2014 - Present
Job Fidelity Investments
Industry Financial Services
Experience
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

Linda Shukla Linda Shukla Greater Seattle Area Details
Linda Shukla's Fidelity Investments Experience August 2010 - April 2014
Job consumer insights manager, Global Strategy at Starbucks
Industry Market Research
Experience
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.

Thomas L Chapman Thomas L Chapman Miamisburg, Ohio Details
Thomas L Chapman's Fidelity Investments Experience 1990 - 1992
Job Chapman Financial Services,Inc.
Industry Financial Services
Experience
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

Maureen Orr Maureen Orr Greater Boston Area Details
Maureen Orr's Fidelity Investments Experience 2001 - 2009
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
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 Kernis Jeffrey Kernis Greater New York City Area Details
Jeffrey Kernis's Fidelity Investments Experience 1989 - 1989
Job Real Estate Consultant at Jeffrey A. Kernis Real Estate Consulting Services
Industry Real Estate
Experience
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

Karen Nordstrom Karen Nordstrom Greater Boston Area Details
Karen Nordstrom's Fidelity Investments Experience 2000 - 2001
Job Elementary Educator
Industry Education Management
Experience
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

Peter Senechal Peter Senechal Greater Boston Area Details
Peter Senechal's Fidelity Investments Experience 2000 - 2011
Job Implementation Project Manager at Putnam Investments
Industry Financial Services
Experience
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

Mary Francine Rother Mary Francine Rother Greater New York City Area Details
Mary Francine Rother's Fidelity Investments Experience July 2000 - July 2004
Job Business Analyst at Prudential
Industry Information Technology and Services
Experience
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

Dave Breazzano Dave Breazzano Greater Boston Area Details
Dave Breazzano's Fidelity Investments Experience October 1990 - February 1996
Job President at DDJ Capital Management
Industry Investment Management
Experience
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

Luis H. Jimenez Luis H. Jimenez Greater Boston Area Details
Luis H. Jimenez's Fidelity Investments Experience 1997 - 2012
Job Business Systems and Quality Assurance Analyst, Operations Management
Industry Information Technology and Services
Experience
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

Deirdre Hochman, CPA Deirdre Hochman, CPA Dallas/Fort Worth Area Details
Deirdre Hochman, CPA's Fidelity Investments Experience May 2015 - Present
Job VP, Operations at Fidelity Investments
Industry Financial Services
Experience
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

Joseph Wojcik Joseph Wojcik Greater Boston Area Details
Joseph Wojcik's Fidelity Investments Experience Actuarial ConsultingWatson Wyatt1990 - 1996
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Actuarial ConsultingWatson Wyatt1990 - 1996

Education
Cornell University   1985 — 1989
BS, Engineering

Fay Long Fay Long Greater Boston Area Details
Fay Long's Fidelity Investments Experience May 2010 - August 2010
Job Associate Corporate Audit Staff at GE
Industry Financial Services
Experience
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

Bruce Higgins Bruce Higgins Ithaca, New York Details
Bruce Higgins's Fidelity Investments Experience January 1985 - January 1989
Job Business Intelligence Strategist, Cornell University (Alumni Affairs & Development)
Industry Higher Education
Experience
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

Ronna Loop Ronna Loop Cincinnati Area Details
Ronna Loop's Fidelity Investments Experience 2000 - 2010
Job Lockbox Processor at US Bank
Industry Information Technology and Services
Experience
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

Melissa Davis-Hartranft Melissa Davis-Hartranft Greater Boston Area Details
Melissa Davis-Hartranft's Fidelity Investments Experience January 2007 - Present
Job Senior Vice President, Fidelity Investments
Industry Financial Services
Experience
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

Chip McKinley Chip McKinley Greater New York City Area Details
Chip McKinley's Fidelity Investments Experience June 1993 - July 2001
Job SVP/Portfolio Manager at Cohen and Steers Capital Management
Industry Investment Management
Experience
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

Thomas Sprague Thomas Sprague Greater Boston Area Details
Thomas Sprague's Fidelity Investments Experience 1989 - 2005
Job Private Investor and Investment Consultant at Self Employed
Industry Investment Management
Experience
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

Pastor Laura Daly Pastor Laura Daly Etna, New York Details
Pastor Laura Daly's Fidelity Investments Experience June 1999 - February 2001
Job Religious Institutions Professional
Industry Religious Institutions
Experience
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

Cameron Meade Cameron Meade Madison, Wisconsin Area Details
Cameron Meade's Fidelity Investments Experience May 2013 - August 2013
Job Project Manager at Epic
Industry Hospital & Health Care
Experience
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

Janet McGillicuddy Janet McGillicuddy Medfield, Massachusetts Details
Janet McGillicuddy's Fidelity Investments Experience Director Human ResourcesAllied Services1989 - 1994
Job Director Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Director Human ResourcesAllied Services1989 - 1994

Education
Cornell University
Bachelor's degree, Labor and Industrial Relations

Susan Wald Patoski Susan Wald Patoski Marblehead, Massachusetts Details
Susan Wald Patoski's Fidelity Investments Experience 1985 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
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

Matt Malgari Matt Malgari Milwaukee, Wisconsin Details
Matt Malgari's Fidelity Investments Experience August 1997 - May 2010
Job Partner & Founder at L2 Asset Management
Industry Investment Management
Experience
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

Sherri Lett Sherri Lett Cincinnati Area Details
Sherri Lett's Fidelity Investments Experience April 2015 - Present
Job Manager
Industry Financial Services
Experience
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

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